Canada's Experience in Monetary Appraisal of Archival Documents: Characteristics of Research Sources and Basic Concepts
DOI:
https://doi.org/10.15802/unilib/2025_345396Keywords:
monetary appraisal, archival documents, concepts, research sources, archives, libraries, CanadaAbstract
Objective. The paper aims to identify the main sources of information on the monetary appraisal of archival documents and to analyse the main conceptual principles underlying this process. Methods. The following methods were used in the course of the research: historical source analysis, historical comparison, and conceptual analysis. Results. The authors characterised the main sources of information on the valuation of archival documents, in particular, the websites of the National Archival Appraisal Board, Library and Archives of Canada, the Canadian Cultural Property Export Review Board, the Antiquarian Booksellers’ Association of America, proceedings of the 2007 conference in Ottawa “The Future of Monetary Valuation in Canada”, and forum reports (2022) on the topic “Much More Than Money”. The main conceptual principles used by archivists and other experts in determining the monetary value of documents are identified. Conclusions. The sources of information on the appraisal of archival artefacts in Canada are quite representative and provide an overall picture of the organisation of these processes and the results of their implementation. The criteria for the appraisal of archival documents can be applied to the valuation and purchase of library collections and individual book artefacts. Despite differences in the organisation of the appraisal process, the conceptual approaches to the process itself in Canada and Ukraine are almost identical. However, the experience of Canadian archivists is valuable and requires in-depth study, especially in the areas of monetary valuation of audiovisual documents and documents in electronic form.
References
Burant, J., Brown, D., & Larose, K. (2022, March). Evaluation strategies for digital records, including graphic, cartographic and architectural materials, and for audio-visual records. In Virtual Monetary Appraisal Forum: Dollars and Sense (pp. 89-100), National Archival Appraisal Board. Ottawa, Canada. Retrieved from https://www.naab.ca/news-nouvelles/13496063 (in English)
Cabinet of Ministers of Ukraine. (2025). Pro zatverdzhennia operatsiinoho planu zakhodiv na 2025–2027 roky z realizatsii Stratehii vprovadzhennia hendernoi rivnosti u sferi osvity do 2030 roku. (Rozporiadzhennia). № 260-r. Verkhovna Rada of Ukraine. Retrieved from https://zakon.rada.gov.ua/laws/show/260-2025-р#Text (in Ukrainian
Carroll, C. (2007, October). Appraisal assumptions. In The Future of Monetary Archival Appraisal in Canada. Conference (pp. 14-17), National Archival Appraisal Board. Ottawa, Canada. Retrieved from https://naab59175.wildapricot.org/conferences (in English)
Caya, M. (1995). Ce que tout archiviste devrait savoir avant d’appeler l’évaluateur. In Association des archivistes du Québec, Sélection, Préservation. Des choix rentables pour aujourd’hui et pour demain. Actes du Congrès (pp. 49-58). Montréal, Canada: AAQ. (in French)
Elwood, J. (2007, October). Fair Market Value in Real Markets. In The Future of Monetary Archival Appraisal in Canada. Conference (pp. 65-68), National Archival Appraisal Board. Ottawa, Canada. Retrieved from https://naab59175.wildapricot.org/conferences (in English)
Évaluation. (2019). Newsletter of the National Archival Appraisal Board, 1(1). Retrieved from https://naab59175.wildapricot.org/Newsletter-Bulletin (in English)
Évaluation. (2020). Newsletter of the National Archival Appraisal Board, 2(2). Retrieved from https://naab59175.wildapricot.org/Newsletter-Bulletin (in English)
Forum virtuel sur l᾽évaluation monétaire: Bien plus que de l’argent. (2022). Ottawa, Canada: National Archival Appraisal Board. Retrieved from https://www.naab.ca/news-nouvelles/13496063 (in French)
Guide pour les évaluations monétaires de la Commission canadienne d’examen des exportations de biens culturels. (2024). Retrieved from https://ccperb-cceebc.gc.ca/fr/attestation-des-biens-culturels/evaluations-monetaires.html (in French)
Guy, D. (2007, October). Monetary evaluation of political papers. In The Future of Monetary Archival Appraisal in Canada. Conference (pp. 28-29), National Archival Appraisal Board. Ottawa, Canada. Retrieved from https://naab59175.wildapricot.org/conferences (in English)
Kennedy, P. (2007, October). Autographs and autograph letters signed. In The Future of Monetary Archival Appraisal in Canada. Conference (pp. 26-28), National Archival Appraisal Board. Ottawa, Canada. Retrieved from https://naab59175.wildapricot.org/conferences (in English)
Kula, S. (2002). Appraising moving images: Assessing the Archival and monetary value of film and video records. Lanham, MD: Scarecrow Press Inc. (in English)
Laplante, N. (2007, October). Stakeholders. In The Future of Monetary Archival Appraisal in Canada. Conference (pp. 12-14), National Archival Appraisal Board. Ottawa, Canada. Retrieved from https://naab59175.wildapricot.org/conferences (in English)
Lebeau, M. (2013–2014). Comment préparer une évaluation monétaire d’archives privées? Archives, 45(2), 53-68. Retrieved from https://cora.archivistes.qc.ca/revuearchives/vol45_2/45_2_lebeau.pdf (in French)
Lunsford, S., & Mobbs, L. (2007, October). Large Digital Collections. In The Future of Monetary Archival Appraisal in Canada. Conference (pp. 31-35), National Archival Appraisal Board. Ottawa, Canada. Retrieved from https://naab59175.wildapricot.org/conferences (in English)
Metodyka hroshovoi otsinky dokumentiv Natsionalnoho arkhivnoho fondu. (2005). Retrieved from https://zakon.rada.gov.ua/laws/show/z0692-05 (in Ukrainian)
Ostiguy, M., Brandak, G., Moldenhauer, J., & Jones, E. (2007, October). Large Literary Collections. In The Future of Monetary Archival Appraisal in Canada. Conference (pp. 57-59), National Archival Appraisal Board. Ottawa, Canada. Retrieved from https://naab59175.wildapricot.org/conferences (in English)
Salmon, S. (2007, October). Appraising Business Papers. In The Future of Monetary Archival Appraisal in Canada. Conference (pp. 44-45), National Archival Appraisal Board. Ottawa, Canada. Retriеved from https://naab59175.wildapricot.org/conferences (in English)
Silcox, D. (2007, October). Appraisals: An auctioneer’s perspective. In The Future of Monetary Archival Appraisal in Canada. Conference (p. 10), National Archival Appraisal Board. Ottawa, Canada. Retrieved from https://naab59175.wildapricot.org/conferences (in English)
Silversides, B. (2004). Preparing for monetary appraisals. Ottawa: Association of Canadian Archivists,ACA. Retrieved from https://archivists.ca/Sys/Store/Products/12723 (in English)
Stratégies pour l’évaluation de biens culturels archivistiques Commission canadienne d’examen des exportations de biens culturels. (2020). Retrieved from https://surl.li/ltqmgt (in French)
Walden, D. (1980–1981). Stretching the dollar: Monetary appraisal of manuscripts. Archivaria, 11, 101-113. Retrieved from https://archivaria.ca/index.php/archivaria/article/view/10841 (in English)







