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Inquiry: Donating a valuable collection of books to a college or University



I recently received an inquiry. It said that a gentlemen (who died recently) 
had asked that his valuable collection of book be given to a college or 
University, for use by graduate students and by established scholars. The 
inquiry went on to ask for suggestions about which institutions to contact.

I wrote the following reply. But then I realized that my own knowledge on 
this topic is not as complete as my knowledge is on other topics. 

Therefore, please be kind enough to provide useful comments on the essay 
below.

Thank you.

Sincerely, Satya Prem   11 December 1999 
satyaprem@aol.com
----------
DONATING A VALUABLE COLLECTION OF BOOKS 
   TO A COLLEGE OR UNIVERSITY

Contents:
Section (1) -- "General Procedures"
Section (2)  -- "Why Bother (What Can Happen if You Don't)"

Wanting to share your valuable collection with others is a noble sentiment. 
But, If you are considering donating your valuable collection to a college or 
University (or other hopefully "undying" institution), then you will be wise 
to clearly define your own goals, and you will be wise to take specific steps 
to increase the probability that your goals will be achieved.  Otherwise, you 
could end up joining the swelling ranks of the disillusioned and 
disappointed. 

Some valuable collections are donated simply to free up space at home, but 
most of the valuable collections have been created with love and care, and 
the creator of the collection hopes that the large amount of work and money 
and care that have gone into assembling the collection will not go to waste-- 
Usually, someone who donates the collection wants to see the collection get 
used and appreciated (in addition to whatever hopes for name, fame, and 
material immortality the donor hopes to gain by having a "living" collection 
named after him/her).

The following information is intended to show you some simple precautions to 
take, and also to show you some of the things that can happen to your 
collection, if you donate your collection without taking those precautions. 

The information is intended to help you make decisions and to take actions 
that will maximize the probability that your books are preserved and used in 
the ways you want, and to help you understand what can happen if you don't 
take at least some of those precautions.

Section (1) -- "General Procedures" -- outlines a set of useful procedures 
that can help you to get what you want.  

Section (2) -- "Why Bother (What Can Happen if You Don't))" -- explains why 
the "General Procedures" can be important. That section describes what can 
happen to your books if you don't take some of the precautions described in 
the "General Procedures" section.  

Section (1) -- 
GENERAL PROCEDURES

College and University Libraries very often do their very best to meet the 
expressed wishes of donors-- but the majority of the libraries are 
under-funded and under-staffed, and sometimes they also experience the 
world-truth that "good help is hard to find". 

So if you want to assure that *your* donated collection really does get used 
in the manner that *you* want it to be used, you will be wise to take at 
least some of the following precautions:

(a) Make very sure that the library is interested in even having your books 
at all. And make sure that the library is committed to keeping and preserving 
the books, cataloging the books, and storing the books in a way that gives 
students/scholars easy access to the books (if those are the things that you 
want). If you want your collection to be kept together and in its entirety, 
be sure to make that a condition of the donation. 

And in order to make the college/University's promises enforceable, be sure 
to set up a written Agreement with the college/University, and make sure the 
Agreement is signed by a college/University official who has undisputed 
authority to make promises in the name of the college/University-- 

Typically, the college/University Library is the property of 
college/University corporation, and the library officials only have limited 
delegated authority to make promises to you. So the library officials can 
only be held accountable in a limited way for any promises they make. It is 
better to get the Agreement signed by someone more closely connected with the 
actual ownership of the college/University's assets. The "Board of Trustees" 
or the "Board of Regents"  "own" the college/University's property, including 
the library. The board appoints administrators to use the college/University 
property in ways that are consistent with the college/University's purpose: 
The board appoints the top administrators (President and others) who in turn 
hire the other officials.)  

Do your best to include a clause in the Agreement, guaranteeing that 
ownership of the books in the collection will revert to you (or to your 
estate), if the library fails to meet any one of the major provisions of the 
Agreement. And make sure that at least "some" of the most important 
provisions of the agreement are so specific that it will be easy for the 
average judge or juror to decide whether the college/University has actually 
met those major provisions. 

(b) Unless your books are extremely valuable, and are also desirable to the 
college/University, you will probably have to give the college/University 
some money, if you want the college/University to do exactly what you want 
done with your books. 

Yes-- unless your collection is extremely valuable, and also attractive to 
the college/University, you will probably have to give the college/University 
at least enough cash money to cover most of the actual expenses of doing what 
you want done with your collection. Furthermore, if the college/University 
*doesn't* feel any natural attraction to your books, or to following your 
wishes, then you will probably have to offer the college/University some 
additional money, in order to make the deal look attractive enough to the 
college/University.

(c) Don't turn over all of the money to the college/University at the start. 
Pay the money year by year, so that you (or your estate) will have some 
"power of the purse." At the beginning, you will have to give some proof that 
the money will at least *exist* when it comes time to pay the money each 
year. A standard way to do that is to set up a trust fund or other endowment 
fund with a reliable trustee, where the income from investing the fund is 
used to pay the library the money you have promised to pay.  

(d) And be sure to provide for some independent auditing/verification that 
the library is continuing to act according to the provisions of the 
Agreement. --  Require the library to agree to an on-site no-notice audit of 
the situation (to be done at least annually). And make sure to arrange it so 
that the administrator of your endowment/trust fund sends someone reliable to 
the library to actually *do* the audit, in person. 

For example: Suppose the signed Agreement says that 
(1) the college/University  will keep *all* of your donated books in a 
physically separate collection in the main library building. 
(2) The entire collection will be readily available to graduate students, in 
addition to established scholars.
(3) The college/University will take standard steps to preserve your books in 
essentially the same condition as when the books were delivered. 
(4) The college/university will carry adequate insurance on your collection.
(5) The college/university will return the books to your estate if the terms 
above are not met, or if the college/university goes out of business or 
substantially changes it's charter (it happens). 

Then, arrange to have an auditor who works for you or your estate, who will 
go to the library and verify that all of the books are indeed being kept in a 
physically separate collection, and verify that all of the books are still 
physically present and in as-delivered condition (auditor does a physical 
inventory against the list you made before you delivered the books). And the 
auditor hires one or two inconspicuous graduate students to go to the library 
and request access to the collection, to verify that graduate students really 
can get access to the collation. And have the auditor check the University's 
insurance policy, to verify that your collection (separately identified) is 
insured for a reasonable amount.

(e) If the auditor reports that the library has stopped adhering to one or 
more of the major terms of the agreement, then the administrator can 
negotiate to get the library back on track, or can file a lawsuit to get 
results (compliance, or return of the entire collection) using some of the 
money from the trust/endowment fund to cover the costs of doing so.

Well, that all seems so *messy* and complicated. What a bother! Why can't you 
just hand over the books to the college/University and just assume that 
everything will happen the way you want? 

Section (2) tells why:


Section (2)--
WHY BOTHER  (WHAT CAN HAPPEN IF YOU DON'T)

Here, we list a few of the situations that the above procedures can help you 
to avoid:

Suppose you just contact the college/University and say "Please, just come 
and take my collection away-- I trust you. 

And suppose they are actually willing to cart away your whole valuable 
collection--

The first decision the powers-that-be at the library must make is: 
"Keep some or all"  of your books or "dispose-of some or all" of your books.

If your collection looks interesting to the powers-that-be at the library, a 
library employee will be assigned the job of comparing the books in your 
collection with the books in the library's existing collection. Often, a 
decision is made to keep the interesting items in your collection that are 
not duplicates of books that the Library already has, and to dispose of the 
uninteresting or duplicate items in your collection.  

Typically, the library gets rid of the uninteresting or duplicate items from 
your collection,  in the following ways: 
(a) The books are wholesaled to one or more book dealers, in quantity lots, 
or 
(b) The books are traded to other institutions, or
(c) The books are sold fast and cheap at a semi-annual "library sale", or 
(d) The books are sold to a company that shreds and recycles paper, or 
(e) The books are tossed into the dumpster behind the library 
      (the "dumpster" is also known as the "trash container" or the 
"dustbin").

For the books in your collection that the library decides to keep, 
the next decision is: 
"Which of the books merit the investment involved in 
cataloging the books and making them available in the active collections."

The books that look desirable, but *don't* merit that much investment right 
now, are put into "limited access" storage (more below about "limited access" 
storage). 

For the books that *do* merit cataloging and putting in accessible areas, 
there are at least three separate possibilities
(1) keep some/all of those books together as a separate Special Collection, 
(2) merge some/all of the books with other similar books in the Special 
Collections area, 
(3) merge some/all of your books with the books in the library's 
general-collection stacks.

Generally, some combination of the three possibilities happens to the books 
in your collection that the library thinks are worth cataloging and making 
accessible.

Libraries are getting more and more books all the time. Eventually, the 
library becomes short of space for books. Then the library authorities go 
through the active collections to see what can be weeded out. These days, 
almost all college/university libraries are members of various Inter-Library 
Loan associations. The general concept these days is that it is not necessary 
for each library to have a copy of a particular book, just so there are 
"enough" copies of the book accessible "somewhere" within the libraries of 
the entire inter-library loan system. 

So, when space becomes precious, the decision to get rid of a particular book 
is often based upon such criteria as: 
(a) Is it likely that nobody using our library will ever want to look at this 
book? 
(b) Do we have other books that also fulfill the same needs (perhaps even 
doing a better job than this book)? 
(c) And even if someone is likely to want this particular title and edition, 
are there already "enough" copies available in the holdings of the other 
libraries in our inter-library loan associations?

If the answers to those 3 questions are yes, yes, yes (for a particular 
book), then that book is likely to be disposed of due to space limitations.

Since those "dispose of due to lack of space" books are already cataloged, it 
becomes a fairly easy matter to print lists of the books (or create computer 
files containing the lists), and offer the books to other libraries and to 
book dealers, for sale or for trade.  The books that can't be sold/traded, or 
are considered not worth the bother, end up in the semi-annual book-sales, 
the dumpster/dustbin/trash, or in the shredder. 

Nor are the "Special Collections" books immune to disposal. In addition to 
the "space limitations" criteria mentioned above, Special Collections books 
can also leave the library when the library's funding does not adequately 
cover the library's needs (at least as perceived by the library authorities). 
Then, it is fairly common for the library authorities to look through the 
Special Collections section for books that can be sold quickly and quietly 
for cash, without severely damaging the overall usefulness of the library, or 
the reputation/prestige of the library. 

Of course, sometimes, the library authorities do make mistakes, and they end 
up selling a collection in a way that does damage the usefulness of the 
library, or the reputation/prestige of the library-- But I would like to 
believe that those situations are usually not due to any "base" motivations, 
but instead are due to ignorance, or foolishness, or lack of the ability to 
see another way out. 

A typical example of how things can "go wrong", is a situation where:

A University Library in one nation 
quietly takes a donated collection 
that has been in the Special Collections of the Library for some time, 
and sells that donated collection to a book dealer 
for a large amount of cash money, 
and then the book dealer turns around and ships the collection 
to an un-named private collector in a  distant, nation, 
even though the original owner of the collection 
had donated the valuable collection to that particular library 
with the expressed intention of making the collection available 
to the students and established scholars 
in the geographical area near that library.  

More about "access" to your books:

Unless you can make and enforce other provisions, sometimes your valuable 
collection is cataloged and kept separately, but access to the collection is 
highly restricted. You might discover that access is routinely refused to all 
but a very few people: mainly librarians, plus scholars with a full set of 
letters of reference. 

More about "limited access" storage: As mentioned above, University Libraries 
are usually underfunded and understaffed, so usually there are just not 
enough resources available to process all of the books that the library would 
like to catalog and make easily available. The books that are too good to get 
rid of, but which he library can't afford to process right now, are placed 
into "limited access" storage. This usually means that the books are placed 
into one of many buildings and basements stuffed with un-cataloged donated 
books. Sometimes those stuck-away books are at least separated by category, 
but other times the books are just stuffed away in any order, wherever space 
is available at the time. Some of the books may get lined up on 
somewhat-accessible shelves, one or two rows deep, but many of the books are 
just packed away into high and deep piles of boxes, with or without 
identifying marks on the outside of the boxes, and the books in those boxes 
are essentially inaccessible to any but the most energetic and determined of 
researchers. 

If you recall the final "US Government Storehouse" scene at the end of the 
first "Indiana Jones" movie ("Raiders of the Lost Ark") you will get an 
(exaggerated) picture of one possible situation.

Of course, some of the books in "limited access" storage *are* accessible, 
and scholars who can show the proper credentials are permitted to browse 
through those limited access storage areas. Scholars have told me of their 
visits to some of those "limited access" storage areas, and of the hours and 
days spent searching through un-sorted and un-cataloged items for additional 
books that might be useful in their researches. Generally, the visits are 
unsupervised. Some scholars who find books that they need to use, take the 
books with them to borrow, make a careful list of what they have borrowed, 
and give a copy of the list to the library authority in charge. Others 
(proportion unknown) just take the books that they need, don't tell anyone, 
and add the books to their own personal scholarly libraries. Perhaps that is 
not so bad: at least the books are then getting some attention.

Defacing your books:

It is common for a library to deface/disfigure the valuable books in its 
collections in various ways, in order to prove ownership and deter theft. 
Indelible ink stamps and raised/embossed stamps (usually on the title page 
and on every single plate) are some common methods. For a mild example, go to
<http://www.lib.lsu.edu/special/poemm/recipes/index.htm>
and click on the link to item 
"3. The Handmaid to the Arts (London, 1758)" 
There, you will see prominent "ink stamps" at the top and bottom of the title 
page of the 240-year-old publication. The sizable ink-stamp at the top is in 
a particularly noticeable red-orange color.

I have mentioned only a few of the things that can happen to your books. But 
the things I have mentioned should be enough to give you at least a flavor.

SUMMARY

College and University Libraries very often do their very best to meet the 
expressed wishes of donors-- but the majority of the libraries are 
under-funded and under-staffed, and sometimes they also experience the 
world-truth that "good help is hard to find". So if you want to assure that 
*your* donated collection really does get used in the manner that *you* want 
it to be used, you will be wise to take at least some precautions similar to 
the ones mentioned above in section (1).

Sincerely, Satya Prem   11 December 1999 
satyaprem@aol.com
[end]




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