Appendices

This section provides additional insight into practical tools developed by CRMS. The materials below include CRMS decision trees, personnel job descriptions, and reviewer training materials. For more information and additional documentation, visit the CRMS project webpage at http://www.lib.umich.edu/imls-national-leadership-grant-crms-world.

Figure 21 CRMS-US decision tree
Figure 21 CRMS-US decision tree
Figures 22 & 23 CRMS-World decision tree
Figures 22 & 23 CRMS-World decision tree
Figure 24 Cost-share report template
Figure 24 Cost-share report template
Figure 25 Job description of CRMS-World reviewer
Figure 25 Job description of CRMS-World reviewer
Figures 26 & 27 Job description of CRMS expert reviewer
Figures 26 & 27 Job description of CRMS expert reviewer

Rights and Reason Codes

CRMS rights/reason codes are a key part of our documentation. They refer to the copyright determination we have made for the work, and HathiTrust translates them into access decisions.

CRMS-US and CRMS-World rights/reason codes are as follows:

CRMS-US
Rights/reason Description
pd/ren Public domain based on no renewal
pd/cdpp Public domain based on pre-1923 publication
pd/ncn Public domain based on no copyright notice
ic/ren In copyright; copyright renewed
ic/cdpp In copyright, or undetermined, based on post-1963 publication
und/nfi Undetermined; needs further investigation
CRMS-World
Rights/reason Description
pd/add Public domain based on author’s death date
pd/exp Public domain based on publication date
pdus/add Public domain in the United States; not public domain outside of the United States based on author’s death date
ic/add In copyright based on author’s death date
icus/gatt In copyright in the United States due to GATT restoration; in the public domain in country of origin based on author’s death date
und/nfi Undetermined; needs further investigation

Access

The following forms of access are provided via HathiTrust, based on the copyright determination made for the volume.

PD US

Public domain US determinations apply only to access in the United States. A typical example of a PD US determination would be a pre-1923 publication that may be subject to copyright in other countries. US-based users, as determined by IP address, would be able to access these works, but they would not be more broadly accessible.

PD Worldwide

PD Worldwide determinations apply throughout the world, no matter where the user is coming from. A simple example of a PD Worldwide decision is a work published prior to 1875, where CRMS and HathiTrust have decided that the work has entered the public domain regardless of legal regime.

IC US/PD Worldwide

This designation is primarily used when we can provide access to the work outside of the United States but, due to copyright restoration, we cannot provide access to the work within the United States. Here, imagine a work first published in the United Kingdom in 1930, then published (and not renewed) in the United States in 1932. The author died in 1940. This work would be in the public domain in the United Kingdom based on the author death date, but its copyright would be restored in the United States. In the United States, the work would not enter the public domain until January 1, 2028 (1932 + 95 years).

UND/NFI

The und/nfi category has no impact on the bibliographic record–based access to the work. It is a determination that draws attention to the need for additional research.

Excerpts from the CRMS-World Wiki

A password-protected wiki was used as a knowledge base to document commonly occurring questions and scenarios. It contained instructions specific to the CRMS project scope, workflow procedures, and interface. During the first two grant years, reviewers encountered new questions more frequently. Following that time period, the wiki content did not require as many updates and remained stable other than for a content reorganization to improve cross references and searchability.

Structurally the pages were divided into either reference answers dealing with decision-making processes or technical help with the interface. The main page menu is shown here along with a sample set of entries to give an idea of the design. Individual entries are specific to CRMS workflow. This sample is provided as a model for organizing and documenting information because the knowledge base for any given project must be designed to meet the specific needs and scope of that project.

Figure 28 Front page of the CRMS wiki
Figure 28 Front page of the CRMS wiki

Single Authorship

Works with a single author or a single editor are presumably the easiest to review. Enter the author’s death date into the date field, and try to confirm the death date in two sources. Make a note of the sources in the note field.

  • Date field: Author death date
  • Rights/reason code: Let the system calculate
  • Note category: Date
  • Notes field example: Author death date in Virtual International Authority File (VIAF), Zephir

Author Death Date Not Found

If you are unable to locate the author’s death date, mark the work und/nfi. There is no need to document all the sources you checked.

  • Date field: Leave blank
  • Rights/reason code: und/nfi
  • Note category: Date
  • Notes field example: No death date found

Do not use the publication date when you are unable to find an author death date, as this will cause errors in the rights/reason code.

Approximate Death Dates

If an author has dates listed as fl./flourished or c./circa, the dates should be considered approximate. If the approximate date is 1840 or earlier, you may use the approximate date in place of an author death date. If the approximate date is 1841 or later, do not calculate the copyright status using the approximate date. Unless you are able to locate the exact death date, mark the work und/nfi.

Author Name Missing from Title Page

If there is an author listed in the catalog record but not on the title page or other front matter, trust the information in the catalog record and review as normal.

Late Author

If the title page indicates the author is deceased and it seems clear the author died prior to publication, you may use the publication date in place of the author death date if the actual death date cannot be found. Make a note of your reasoning in the note field.

Foreign Language Works with English Front Matter

This can be a nuanced decision process and outcomes may vary. Please document your analysis in the notes field so that an expert can evaluate it.

The presence of a foreign language alone does not preclude a copyright determination, but we are most concerned with the possibility of reviewers missing copyright-relevant information in non-English-language front matter. If the front matter of the volume is in English, the body is in a foreign language, and you feel confident assessing the copyright status of the entire work, you may proceed. If in doubt, mark it und/nfi as a foreign language work.

Compilations and Anthologies

Sometimes the bibliographic record lists a personal author when the work is actually a compilation from many various authors. Examples would be conference proceedings with articles by multiple authors, compiled poetry from many poets, or anthologies.

  • Date field: Use author death date (rely on the catalog record to tell who is the main author)
  • Rights/reason code: und/nfi
  • Note category: Insert(s)
  • Notes field example: Multiple contributors

If there are five or more contributors, leave it and move on rather than searching for all their death dates.

Sheet Music or Musical Compositions

Although musical works get the same copyright treatment of life + 70 years in the UK, we are making it a policy to set aside any musical works. The reason for this is caution for additional authorship from lyricists and arrangers.

  • Date field: Composer’s death date
  • Rights/reason code: und/nfi
  • Note category: Music
  • Notes field example: Musical score

CRMS-World Training Test 1

The two test modules displayed here were used as part of the CRMS training program to evaluate new reviewer learning and comprehension. We used the Qualtrics platform, which is primarily software for creating surveys. With the addition of answer validation capabilities, it became a lightweight method for testing. Trainees were able to consult the CRMS wiki and other reference materials in order to answer the questions. They needed to demonstrate proficiency through these tests before being authorized to do practice reviews within the CRMS sandbox interface.

Part 1—Project Scope

Q1

What countries are “in scope” for the CRMS-World project?

  • ◯ UK only
  • ◯ UK and Canada
  • ◯ UK, Canada, Ireland, and Australia

Q2

Unpublished works are

  • ◯ In scope
  • ◯ Out of scope because our legal assumptions only apply to published works

Q3

Which of the following are true statements about how we choose the scope of publication dates to work on?

  • ◯ Our range includes books up until about 1946 (current year minus seventy) and not later for UK works because the likelihood of finding public domain books drops off sharply since authors are not likely to have died before publishing.
  • ◯ Our scope of dates rolls forward by one year every January 1st.
  • ◯ Books published 1874 or earlier are automatically marked as public domain worldwide by the HathiTrust via a bibliographic determination. We do not need to review them. (This date rolls forward by one every year.)
  • ◯ The latest date we currently review is up to 1966 for Canada and Australia (current year minus fifty).

Q4 Decision Tree / Workflow

For a book having a single personal author (and no inserts), what is the order of steps you would take in making a review? Number the following from 1 to 7:

  • ______ Search for an author death date and enter it into the date field
  • ______ Verify that the catalog record matches the scan you see
  • ______ Verify author death date in a second source (if possible)
  • ______ Submit the determination
  • ______ Verify that the publisher is British, Australian, or Canadian
  • ______ Rule out dissertations, translations, dictionaries, encyclopedias, and US publications
  • ______ Select a note category and type death date sources and any additional info into the Notes field

Q5 Personal Authors

For a book having a personal author, what date is used to determine the length of copyright term?

  • ◯ Death of the last living author
  • ◯ Publication date

Q6 Corporate Authors with a Named Individual Author

For a book appearing to have corporate authorship and a named individual author, how is the length of the copyright term calculated?

  • ◯ Seventy years after the death of the author
  • ◯ Seventy years from the publication date if UK; fifty years from publication date if Australia or Canada

Q7 Corporate Authors without a Named Individual Author

For a book appearing to have corporate authorship and no named individual author, how is the length of the copyright term calculated?

  • ◯ Seventy years after the death of the author
  • ◯ Seventy years from the publication date if UK; fifty years from publication date if Australia or Canada

Q8 Crown Copyright

For a book having Crown copyright, how is the length of the copyright term calculated?

  • ◯ Seventy years after the death of the author
  • ◯ Fifty years from the publication date

Part 2—Undetermined Works

This is a series of questions asking what should be marked as undetermined (und/nfi) or what is OK to proceed with as a review. Please use the CRMS wiki to look up answers.

Q9

Works that are out of scope should be set aside rather than making a final copyright determination. For which of these situations would you choose a und/nfi code?

und/nfi OK to proceed
Published in the United States
Published in Ireland
Published in Australia
Published in Canada
Published in the UK

Q10

Works that lack crucial information should be set aside rather than making a final copyright determination. For which of these situations would you choose a und/nfi code?

und/nfi OK to proceed
Title page appears to be completely missing from the scan
Publication date is missing from the title page, but there is a publication date given in the catalog record
There’s an image caption, but the image itself appears to be missing

Q11

Certain types of publications are complicated and should be set aside rather than making a final copyright determination. For which of these situations would you choose a und/nfi code?

und/nfi OK to proceed
Work is a dissertation, encyclopedia, or dictionary
Work is a scientific report
Work is a play or poetry
Work is an auction catalog
Work is a collection of speeches given by one author

Q12

Certain types of publications are complicated and should be set aside rather than making a final copyright determination. For which of these situations would you choose a und/nfi code?

und/nfi OK to proceed
There are upward of five authors/contributors
Language contains classical text (e.g., Greek passages) that are in the original language
Language is a translation from French, Italian, German, etc.
Work contains segments by the author reprinted from earlier publications such as journals
Author is not corporate and no author name is given (i.e., anonymous)
Author is actually an editor, and the volume is “collected works” by various authors

Part 3—Inserts

This section is related to inserts. You’ll go through a series of questions asking what should be marked und/nfi or what is OK to proceed. Please use the CRMS wiki to look up answers as you go.

Q13

Depending on the death date information that you find (or don’t find), coauthors or illustrators might cause a book to be set aside into und/nfi rather than proceeding with a final copyright determination. For which of these situations would you choose a und/nfi code?

und/nfi OK to proceed
Three coauthors: you found all three death dates
Three coauthors: you found two death dates but not the third
Illustrator’s death date is not found
Author died in 1960s (in copyright) and illustrator died in 1970s (in copyright)

Q14

Works that contain potentially copyrightable material by someone other than the author are deemed to have inserts. In some cases, inserts need not affect the outcome; in some cases (perhaps 30 percent of reviews), they require us to set aside a work for further investigation rather than making a final copyright determination. For which of these insert situations would you choose a und/nfi code?

und/nfi OK to proceed
Photograph credited to a photo studio (as a corporate work); publication date is prior to 1925
Collection of letters and correspondence dated pre-1872—various authors
Foreword written in a Crown copyright work
Museum collection paintings from the 1700s
Preface written by an editor (no death date found)
Credited list of illustrations (many people contributing)
Introductory chapter written by another author (his death date is found and puts the work in copyright)

Part 4—Author Death Dates

This section contains a few short questions related to searching for a death date.

Q15

We import some death dates for your convenience, but it’s important to know how they work. For about 50 percent of your reviews, you will notice a death date that has been imported from the Zephir record or from VIAF. The Zephir import is trustworthy, as it connects directly with the catalog record. You still should look up a secondary source as well to verify. When a death date has been imported from VIAF, however, that is merely based on a fuzzy name search of VIAF. In many cases, it has connected to the wrong person. Whenever you see the red-letter indication that a date is importing from VIAF, you should be sure to check VIAF and to confirm that it is referring to the right person.

  • ◯ OK, I understand.
  • ◯ I’m not sure what you’re talking about. Let’s go over this.

Q16

The data sources for the author’s death date (i.e., Zephir, VIAF, Wikipedia, COPAC, website URL)

  • ◯ Should be entered into the notes field
  • ◯ Don’t need to be noted

Q17

If a death date has been automatically imported from VIAF, do you need to go to VIAF and verify that it matches the right person?

  • ◯ Yes
  • ◯ No

Q18

Which resource is useful for disambiguating a common name by also searching on the book title?

  • ◯ LoC Authorities
  • ◯ NGCOBA
  • ◯ COPAC

Q19

What resource is primarily for Canadian authors?

  • ◯ AMICUS
  • ◯ AustLit
  • ◯ LoC Authorities

Q20

What can help determine that you have the correct death date for this “John Smith” and not the wrong “John Smith”? Select all that could help:

  • ◯ The VIAF record shows a history of publishing on the same subject matter as the particular book in hand.
  • ◯ He was born prior to the publication date on the book.
  • ◯ Wikipedia lists that particular book title on his entry.
  • ◯ A cataloger has added his death date to the bibliographic record / WorldCat Identities record associated with that particular book.

CRMS-World Training Test 2

Part I—Basic Reviews

The following examples are intended to be straightforward and answerable using the information that has been provided.

Example 1: Use the images below to answer the following questions. Assume there is no other relevant information in the front matter of this work.

Determine the authorship of this work.

  • ◯ Single author
  • ◯ Corporate author
  • ◯ Anonymous
  • ◯ Crown copyright

How would you make the determination? Select the appropriate choice.

  • ◯ Enter the author’s death date and let the system calculate
  • ◯ Pull the publication date and let the system calculate
  • ◯ Manually select und/nfi

Enter the appropriate date. If a date is not required, please leave this question blank.

Select the appropriate note category. Not all reviews will require a note category. If a note category is not required, please select “none” from the list below.

  • ◯ None
  • ◯ Author
  • ◯ Crown copyright
  • ◯ Date
  • ◯ Dissertation/thesis
  • ◯ Edition
  • ◯ Expert note
  • ◯ Insert(s)
  • ◯ Language
  • ◯ Misc.
  • ◯ Missing
  • ◯ Reprint
  • ◯ Translation
  • ◯ Wrong record

For the Notes field, what notes would you enter? Not all reviews will require you to add a note. If that is the case, please leave this question blank.

Example 2: Use the title page and the bibliographic record to answer the following questions. Assume there is no other relevant information in the front matter of this work.

Determine the authorship of this work.

  • ◯ Single author
  • ◯ Corporate author
  • ◯ Anonymous
  • ◯ Crown copyright

How would you make the determination? Select the appropriate choice.

  • ◯ Enter the author’s death date and let the system calculate
  • ◯ Pull the publication date and let the system calculate
  • ◯ Manually select und/nfi

Enter the appropriate date. If a date is not required, please leave this question blank.

Select the appropriate note category. Not all reviews will require a note category. If a note category is not required, please select “none” from the list below.

  • ◯ None
  • ◯ Author
  • ◯ Crown copyright
  • ◯ Date
  • ◯ Dissertation/thesis
  • ◯ Edition
  • ◯ Expert note
  • ◯ Insert(s)
  • ◯ Language
  • ◯ Misc.
  • ◯ Missing
  • ◯ Reprint
  • ◯ Translation
  • ◯ Wrong record

For the Notes field, what notes would you enter? Not all reviews will require you to add a note. If that is the case, please leave this question blank.

Example 3: Use the images below to answer the following questions. Assume there is no other relevant information in the front matter of this work.

Determine the authorship of this work.

  • ◯ Single author
  • ◯ Corporate author
  • ◯ Anonymous
  • ◯ Crown copyright

How would you make the determination? Select the appropriate choice.

  • ◯ Enter the author’s death date and let the system calculate
  • ◯ Pull the publication date and let the system calculate
  • ◯ Manually select und/nfi

Enter the appropriate date. If a date is not required, please leave this question blank.

Select the appropriate note category. Not all reviews will require a note category. If a note category is not required, please select “none” from the list below.

  • ◯ None
  • ◯ Author
  • ◯ Crown copyright
  • ◯ Date
  • ◯ Dissertation/thesis
  • ◯ Edition
  • ◯ Expert note
  • ◯ Insert(s)
  • ◯ Language
  • ◯ Misc.
  • ◯ Missing
  • ◯ Reprint
  • ◯ Translation
  • ◯ Wrong record

For the Notes field, what notes would you enter? Not all reviews will require you to add a note. If that is the case, please leave this question blank.

Example 4: Use the images below to answer the following questions. Assume there is no other relevant information in the front matter of this work.

Determine the authorship of this work.

  • ◯ Single author
  • ◯ Corporate author
  • ◯ Anonymous
  • ◯ Crown copyright

How would you make the determination? Select the appropriate choice.

  • ◯ Enter the author’s death date and let the system calculate
  • ◯ Pull the publication date and let the system calculate
  • ◯ Manually select und/nfi

Enter the appropriate date. If a date is not required, please leave this question blank.

Select the appropriate note category. Not all reviews will require a note category. If a note category is not required, please select “none” from the list below.

  • ◯ None
  • ◯ Author
  • ◯ Crown copyright
  • ◯ Date
  • ◯ Dissertation/thesis
  • ◯ Edition
  • ◯ Expert note
  • ◯ Insert(s)
  • ◯ Language
  • ◯ Misc.
  • ◯ Missing
  • ◯ Reprint
  • ◯ Translation
  • ◯ Wrong record

For the Notes field, what notes would you enter? Not all reviews will require you to add a note. If that is the case, please leave this question blank.

Part II—Beyond the Basics

Example 5: Use the image below to answer the following questions. Assume there is no other relevant information to be found. These are the first eight pages of the book (no other front matter exists).

There are no other pages in the front matter of this work. Is anything missing?

How would you make the determination? Select the appropriate choice.

  • ◯ Enter the author’s death date and let the system calculate
  • ◯ Pull the publication date and let the system calculate
  • ◯ Manually select und/nfi

Select the appropriate note category. Not all reviews will require a note category. If a note category is not required, please select “none” from the list below.

  • ◯ None
  • ◯ Author
  • ◯ Crown copyright
  • ◯ Date
  • ◯ Dissertation/thesis
  • ◯ Edition
  • ◯ Expert note
  • ◯ Insert(s)
  • ◯ Language
  • ◯ Misc.
  • ◯ Missing
  • ◯ Reprint
  • ◯ Translation
  • ◯ Wrong record

For the Notes field, what notes would you enter? Not all reviews will require you to add a note. If that is the case, please leave this question blank.

Should feedback be reported?

  • ◯ Report feedback
  • ◯ No feedback required

What feedback would you enter? If feedback is not required, please leave this question blank.

Example 6: Use the image below to answer the following questions. Assume there is no other relevant information to be found.

Title page
Title page

Determine the authorship of this work.

  • ◯ Single author
  • ◯ Corporate author
  • ◯ Anonymous
  • ◯ Crown copyright

How would you make the determination? Select the appropriate choice.

  • ◯ Enter the author’s death date and let the system calculate
  • ◯ Pull the publication date and let the system calculate
  • ◯ Manually select und/nfi

Select the appropriate note category. Not all reviews will require a note category. If a note category is not required, please select “none” from the list below.

  • ◯ None
  • ◯ Author
  • ◯ Crown copyright
  • ◯ Date
  • ◯ Dissertation/thesis
  • ◯ Edition
  • ◯ Expert note
  • ◯ Insert(s)
  • ◯ Language
  • ◯ Misc.
  • ◯ Missing
  • ◯ Reprint
  • ◯ Translation
  • ◯ Wrong record

For the Notes field, what notes would you enter? Not all reviews will require you to add a note. If that is the case, leave this question blank.

Should feedback be reported?

  • ◯ Report feedback
  • ◯ No feedback required

What feedback would you enter? If feedback is not required, please leave this question blank.

Example 7: Use the image below to answer the following questions. Assume there is no other relevant information to be found.

Title page
Title page

Determine the authorship of this work.

  • ◯ Single author
  • ◯ Corporate author
  • ◯ Anonymous
  • ◯ Crown copyright

How would you make the determination? Select the appropriate choice.

  • ◯ Enter the author’s death date and let the system calculate
  • ◯ Pull the publication date and let the system calculate
  • ◯ Manually select und/nfi

Select the appropriate note category. Not all reviews will require a note category. If a note category is not required, please select “none” from the list below.

  • ◯ None
  • ◯ Author
  • ◯ Crown copyright
  • ◯ Date
  • ◯ Dissertation/thesis
  • ◯ Edition
  • ◯ Expert note
  • ◯ Insert(s)
  • ◯ Language
  • ◯ Misc.
  • ◯ Missing
  • ◯ Reprint
  • ◯ Translation
  • ◯ Wrong record

For the Notes field, what notes would you enter? Not all reviews will require you to add a note. If that is the case, leave this question blank.

Should feedback be reported?

  • ◯ Report feedback
  • ◯ No feedback required

What feedback would you enter? If feedback is not required, leave this question blank.

Example 8: Use the images below to answer the following questions. Assume there is no other relevant information to be found.

Title page
Title page
Table of contents
Table of contents

Determine the authorship of this work.

  • ◯ Single author
  • ◯ Corporate author
  • ◯ Anonymous
  • ◯ Crown copyright

How would you make the determination? Select the appropriate choice.

  • ◯ Enter the author’s death date and let the system calculate
  • ◯ Pull the publication date and let the system calculate
  • ◯ Manually select und/nfi

Select the appropriate note category. Not all reviews will require a note category. If a note category is not required, please select “none” from the list below.

  • ◯ None
  • ◯ Author
  • ◯ Crown copyright
  • ◯ Date
  • ◯ Dissertation/thesis
  • ◯ Edition
  • ◯ Expert note
  • ◯ Insert(s)
  • ◯ Language
  • ◯ Misc.
  • ◯ Missing
  • ◯ Reprint
  • ◯ Translation
  • ◯ Wrong record

For the Notes field, what notes would you enter? Not all reviews will require you to add a note. If that is the case, leave this question blank.

Should feedback be reported?

  • ◯ Report feedback
  • ◯ No feedback required

What feedback would you enter? If feedback is not required, leave this question blank.

Example 9: Use the image below to answer the following questions. Assume there is no other relevant information to be found.

Title page
Title page

Determine the authorship of this work.

  • ◯ Single author
  • ◯ Corporate author
  • ◯ Anonymous
  • ◯ Crown copyright

How would you make the determination? Select the appropriate choice.

  • ◯ Enter the author’s death date and let the system calculate
  • ◯ Pull the publication date and let the system calculate
  • ◯ Manually select und/nfi

Select the appropriate note category. Not all reviews will require a note category. If one is not required, select “none” from the list below.

  • ◯ None
  • ◯ Author
  • ◯ Crown copyright
  • ◯ Date
  • ◯ Dissertation/thesis
  • ◯ Edition
  • ◯ Expert note
  • ◯ Insert(s)
  • ◯ Language
  • ◯ Misc.
  • ◯ Missing
  • ◯ Reprint
  • ◯ Translation
  • ◯ Wrong record

For the Notes field, what notes would you enter? Not all reviews will require you to add a note. If that is the case, leave this question blank.

Should feedback be reported?

  • ◯ Report feedback
  • ◯ No feedback required

What feedback would you enter? If feedback is not required, leave this question blank.

Example 10: Use the image below to answer the following questions. Assume there is no other relevant information to be found.

Title page
Title page

Determine the authorship of this work.

  • ◯ Single author
  • ◯ Corporate author
  • ◯ Anonymous
  • ◯ Crown copyright

How would you make the determination? Select the appropriate choice.

  • ◯ Enter the author’s death date and let the system calculate
  • ◯ Pull the publication date and let the system calculate
  • ◯ Manually select und/nfi

Select the appropriate note category. Not all reviews will require a note category. If a note category is not required, please select “none” from the list below.

  • ◯ None
  • ◯ Author
  • ◯ Crown copyright
  • ◯ Date
  • ◯ Dissertation/thesis
  • ◯ Edition
  • ◯ Expert note
  • ◯ Insert(s)
  • ◯ Language
  • ◯ Misc.
  • ◯ Missing
  • ◯ Reprint
  • ◯ Translation
  • ◯ Wrong record

For the Notes field, what notes would you enter? Not all reviews will require you to add a note. If that is the case, leave this question blank.

Should feedback be reported?

  • ◯ Report feedback
  • ◯ No feedback required

What feedback would you enter? If feedback is not required, leave this question blank.

Example 11: Use the image below to answer the following questions. Assume there is no other relevant information to be found.

Title page
Title page

Determine the authorship of this work.

  • ◯ Single author
  • ◯ Corporate author
  • ◯ Anonymous
  • ◯ Crown copyright

How would you make the determination? Select the appropriate choice.

  • ◯ Enter the author’s death date and let the system calculate
  • ◯ Pull the publication date and let the system calculate
  • ◯ Manually select und/nfi

Select the appropriate note category. Not all reviews will require a note category. If a note category is not required, please select “none” from the list below.

  • ◯ None
  • ◯ Author
  • ◯ Crown copyright
  • ◯ Date
  • ◯ Dissertation/thesis
  • ◯ Edition
  • ◯ Expert note
  • ◯ Insert(s)
  • ◯ Language
  • ◯ Misc.
  • ◯ Missing
  • ◯ Reprint
  • ◯ Translation
  • ◯ Wrong record

For the Notes field, what notes would you enter? Not all reviews will require you to add a note. If that is the case, leave this question blank.

Should feedback be reported?

  • ◯ Report feedback
  • ◯ No feedback required

What feedback would you enter? If feedback is not required, leave this question blank.

Part III—Multiple Authors and Inserts

Example 12: Use the images below to answer the following questions. Assume there is no other relevant information to be found.

VIAF records indicate that Richardson, J. S., died in 1970 and Wood, Marguerite, died in 1954. Which death date would you record in the author death date field?

  • ◯ 1954 (Wood, Marguerite)
  • ◯ 1970 (Richardson, J. S.)
  • ◯ Either date

Explain your choice.

Example 13: Use the images below to answer the following questions. Assume there is no other relevant information to be found.

Determine the authorship of this work.

  • ◯ Single author
  • ◯ Corporate author
  • ◯ Anonymous
  • ◯ Crown copyright

How would you make the determination?

  • ◯ This is a corporate work published by the Royal Society of Canada. Pull the publication date and let the system calculate.
  • ◯ Look up the editor’s death date (Legget, Robert Ferguson) and let the system calculate.
  • ◯ Manually select und/nfi, as there are too many contributors listed in the table of contents to try to find all the death dates.

Explain your choice.

Example 14: Use the image below to answer the following question. Assume there is no other relevant information to be found.

Title page
Title page

The main author (Van Wyck, William) died in 1965 per VIAF. The copyright determination for this death date is ic/add. The inserts author (Fish, Horace) died in 1929 per VIAF. The copyright determination for this death date is icus/gatt. After recording both death dates and sources in the notes field, how would you proceed?

  • ◯ Record either date in the death date field and let the system calculate. Both determinations are in copyright, so it doesn’t matter which date is used.
  • ◯ Record Van Wyck’s death date in the field and manually select und/nfi. Any time inserts are under copyright, und/nfi must be selected.

Example 15: Use the images below to answer the following question. Assume there is no other relevant information to be found.

Title page
Title page
Frontispiece for this work
Frontispiece for this work

Inserts, such as the frontispiece above, can affect the copyright status of a work. Evaluate the image to determine if this illustration would affect the copyright status. For this example, please assume that further information about the frontispiece is not available anywhere else in the scan. Select the best choice below:

  • ◯ The frontispiece is unattributed. Uncredited inserts are disregarded for the purposes of CRMS.
  • ◯ The frontispiece is unattributed. Since the insert author’s name is unknown, the death date cannot be looked up. (und/nfi should be manually selected.)
  • ◯ The frontispiece is attributed; finding the insert author’s death date would be the next step.

Example 16: Use the image below to answer the following question. Assume there is no other relevant information to be found.

Title page
Title page

This title page indicates that Crown copyright covers the work, but the title page also lists an editor. Is it necessary to find the death date for the editor (Alexander Pulling)?

  • ◯ Yes
  • ◯ No

Explain your decision.

Example 17: Use the image below to answer the following question. Assume there is no other relevant information to be found. This image shows part of a table of contents.

The table of contents indicates that there are inserts in this work, including a letter and a paper. How would you handle these inserts?

  • ◯ The inserts predate 1872; therefore they are in the public domain.
  • ◯ The insert authors’ death dates need to be located in VIAF, COPAC, and so on.