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A Beginner’s Guide to Monetary Appraisal of Archives

  • 27 Oct 2022
  • 9:00 AM - 12:00 PM
  • John M. Kelly Library and Online
  • 14

Registration


Registration is closed

The AAO’s Professional Development Committee presents

A Beginner’s Guide to Monetary Appraisal of Archives


When: October 27, 2022, 9:00 am to 12:00 pm EST
Where: John M. Kelly Library and Online. Instructions for online attendees will be sent upon registration

This half-day workshop will present the processes of monetary appraisal as they are applied in the Canadian archival context. We will discuss pre-appraisal, tax implications, donor relations, relevant organizations and legislation, and the monetary appraisal process in a practical half day "how to" session. The workshop will be broken into four half hour sections:

Summary of monetary appraisal of archival fonds, historically and in contemporary practice,

  1. Case study of an archival fonds,
  2. Recent developments and understanding of the monetary appraisal of electronic records, and
  3. Case study of electronic archival fonds.
  4. There will be ample opportunity for discussion and questions throughout these discussions.

Participants will learn:

  • The history of monetary appraisal of archival fonds and its contemporary practice.
  • The relevant organizations and legislation that apply to monetary appraisal.
  • Recent developments and understanding of the monetary appraisal of electronic records.

Cost*: 
Remote attendees: $80 (AAO members); $50 (AAO student members); $120 (non-members)

In-person attendees: $100 (AAO members); $70 (AAO student members); $140 (non-members)

*There will be limited fully subsidized workshop spots for participants that are students and/or precariously employed (on a first come, first served basis). Please contact professionaldevelopment@aao-archivists.ca for details.

About the instructors:

Simon Patrick Rogers is the Archivist for Special Collections at The John M. Kelly Library at The University of St. Michael's College at The University of Toronto. Curtis Sassur is the Digital Archivist and Head of Archival and Special Collections at The University of Guelph. They are both practicing National Archival Appraisal Board appraisers and served on the Board's ad hoc committee on the monetary appraisal of electronic records. They have published a number of articles about monetary appraisal in the Canadian archival context.

Format: Lecture, case study, discussions, and Q&A

Recording: This workshop will NOT be recorded

Registration: A minimum of 10 participants and a maximum of 25 in-person participants and 25 online participants may register for this event. Institutional members can register three participants at the members rate. If you require additional time to prepare payment, please contact aao@aao-archivists.ca to set up an invoice.

Please note that this workshop requires a minimum of 10 participants to have registered by October 17, 2022 at 11:59 EST. In case of cancellation, please consult the AAO’s cancellation policy.

Please be advised that this event is governed by the AAO’s Code of Conduct and is subject to the AAO’s Cancellation Policy. Questions about the workshop can be directed to the PDC co-chairs at professionaldevelopment@aao-archivists.ca.

705-1 Eglinton Ave. East

Toronto ON

M4P 3A1

aao@aao-archivists.ca

(647) 343-3334


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