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I recently had a conversation at my library related to this, as some of our older rare book record notes weren't input very clearly in terms of donors. On our records "Mr. Smith" (for example) is recorded as a donor, but recent archival digging shows his wife
actually donated the book after her husband -- who has his bookplate in the book -- passed away. (I'm thinking whomever created them way-back-when conflated bookplate provenance and the actual donor)</div>
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My recommendation would be to input the donor as a corporation, the estate, since "estate of" is in the NAF. It clarifies that the item was willed, not handed over by the live person, which could be an important distinction for future researchers who could
then go to estate records.</div>
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I would also record the individual as a former owner, distinguishing provenance from donor. Such a record thus traces the book as going from the owner to the estate to your library, and covers all possible searching for Carmalt.</div>
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I also agree with Erin's reply, in that you're bound by what the documentation explicitly says.</div>
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<span style="color:rgb(195,151,29)"><i>My work week is Sunday - Thursday.</i></span><br>
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<div id="divRplyFwdMsg" dir="ltr"><font face="Calibri, sans-serif" style="font-size:11pt" color="#000000"><b>From:</b> DCRM-L <dcrm-l-bounces@lib.byu.edu> on behalf of Erin Blake <erin.blake.folger@gmail.com><br>
<b>Sent:</b> Wednesday, August 5, 2020 11:40 AM<br>
<b>To:</b> DCRM Users' Group <dcrm-l@lib.byu.edu><br>
<b>Subject:</b> Re: [DCRM-L] Estates as personal vs. corporate donor name</font>
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<div dir="ltr">If the documentation says "Estate of", I'd use:
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<div><span style="font-family:Calibri,sans-serif; font-size:11pt">710 2_ Geraldine Woolsey Carmalt Estate, $e donor. $5 NNC</span></div>
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We have a few instances where both are the case: donor explicitly left "x" and "y" to the Folger in their will, but they didn't say anything in the will about "z". Later, his executors said "Hey, we're sending x and y to you..... do you also want z? Or should
we throw it away?" Items x and y get the personal name as former owner, item z gets the name of the estate. I don't know what the legal implications are, I just see it as important for provenance research: Firstname Lastname
<i>knew </i>x and y would go to the Folger, but z was someone else's decision.</span></font>
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<div><font face="Calibri, sans-serif"><span style="font-size:14.6667px">Erin.<br>
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<p class="x_MsoNormal"><a name="x_SignatureSanitizer__MailAutoSig"><span style="font-size:7.5pt; font-family:"Arial",sans-serif">______________________<br>
</span></a><a name="x_SignatureSanitizer__MailAutoSig"><span style="font-size:7.5pt; font-family:"Arial",sans-serif">Erin Blake, Ph.D. | Senior Cataloger | Folger Shakespeare Library | 201 E. Capitol St. SE, Washington, DC, 20003 |
</span></a><a href="mailto:eblake@folger.edu" target="_blank"><span style="font-size:7.5pt; font-family:"Arial",sans-serif; color:blue">eblake@folger.edu</span></a><span style="font-size:7.5pt; font-family:Arial,sans-serif"> |
</span><a href="https://protect-us.mimecast.com/s/-t5RCjRgpBtArRXC7R7_2?domain=urldefense.com" target="_blank"><span style="font-size:7.5pt; font-family:"Arial",sans-serif; color:blue">www.folger.edu</span></a><span style="font-size:7.5pt; font-family:Arial,sans-serif">
| Pronouns: she/her/hers</span><span style="font-size:7.5pt; font-family:"Arial",sans-serif"><br>
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<div dir="ltr" class="x_gmail_attr">On Wed, Aug 5, 2020 at 1:05 PM Matthew C. Haugen <<a href="mailto:mch2167@columbia.edu">mch2167@columbia.edu</a>> wrote:<br>
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<div dir="ltr">Hello all,
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<div>For the purposes of local access points for donors, if the source of information indicates that an item was the gift of a person's estate, would you record the individual person, or the estate as a corporate body?</div>
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<div>For example, some items I am cataloging have either library-supplied bookplates or card-catalog records saying:</div>
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<div>"Gift of the Geraldine Carmalt Estate"</div>
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<div>I also find the statement "Gift of the Estate of Geraldine Woolsey Carmalt" related to several items on the Yale University Art Gallery website.</div>
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<div>Which access point would you use? </div>
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<div>700 1_ Carmalt, Geraldine Woolsey, $d 1875-1967, $e donor. $5 NNC</div>
<div>710 2_ Geraldine Woolsey Carmalt Estate, $e donor. $5 NNC</div>
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<div>I would have probably defaulted to using a personal name, but I do find a few "Estate of" headings in the NAF. </div>
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<div>Thanks in advance for any advice,</div>
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<div>Matthew</div>
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<div dir="ltr">Matthew C. Haugen<br>
Rare Book Cataloger | Columbia University Libraries<br>
<a href="mailto:matthew.haugen@columbia.edu" target="_blank">matthew.haugen@columbia.edu</a> | 212-851-2451 | he/him/his</div>
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