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Case Western Reserve University
Records Disposition Schedule


Introduction | Schedules by Function | Schedules, A-Z


Do not destroy records that are part of - or you are aware that they will be part of - any legal action, audit, investigation, or review.


Donor Gift Agreement Records


Documents future obligations on the university or donors, or rights conferred on the university or donors, resulting from gifts to the university, including:

• Endowment funds, especially expressions of the donor’s intent and later modifications to the fund’s purpose or use

• Deferred gifts, such as gift annuities, charitable trusts, remainder interests in real estate

• Gift agreements that address future beneficiary-designated transfers, such as life insurance, commercial annuities, IRA accounts, bequests in wills and trusts

• Gift agreements that address outright transfers of assets for immediate use
Confidential Information Present


Office of Record 

Office of General Counsel
Advancement Services
Endowment Accounting (see Notes)

School and Central Development units negotiating gifts (Units that have transferred donor and gift records to Advancement Services may treat their own copies as convenience copies.)
Other Offices  Convenience copies maintained by other units should be destroyed by shredding or file wiping when no longer needed for administrative purposes. Convenience copies should be kept no longer than the periods specified for the Office of Record.
Keep while active, then transfer to University Archives for permanent retention
  • Final version of original agreements
  • Final version of modifications of original agreements
  • Legal interpretations of rights and obligations conferred by gifts
  • Wills
  • Substantive correspondence
Keep while active, then destroy. Destroy by shredding or file wiping if confidential information is present.
  • Drafts of agreements with donors
  • Routine correspondence (e.g., meeting arrangements, acknowledgements)
Notes For Endowment Accounting records refer to Controller’s Office schedule.
Effective Date

May 2016

Revision Date none



Do not destroy records that are part of - or you are aware that they will be part of - any legal action, audit, investigation, or review.


Disposition schedules are based on the length of time records are needed to meet internal program management needs; satisfy external statutory and regulatory requirements; and to ensure the university has a reliable institutional memory. Questions should be addressed to the CWRU Archives at 368-3320 or archives@case.edu

Introduction | Schedules by Function | Schedules, A-Z 

Archives Home | CWRU's History | Collection & Services | Managing Records 

questions or comments? please contact archives@case.edu

Collections FAQ

Why isn't the book on the shelf?
Find out where a book is before you go to the shelf. Search the Case Catalog to see what it says like
- "Check Shelves" (look on the shelves, find it, & check it out);
- "Just Checked In" (ask staff for help, it's nearby, but too soon to be back on the shelves yet);
- "Off Campus" (out at an OhioLINK school);
- "Due mm/dd/yyyy" (it’s checked out until that date.) 
Tip: If it is not available, order an OhioLINK copy
Can I return books to a different Library?

Return Case or OhioLINK items to any Case library, yes. Case libraries have different hours, so your book might not get checked in on the day you return it if you use a bookdrop.

Return the CPL@Case-KSL books only to KSL, so the collection is here for you & others. Case libraries are not responsible for returning other local libraries’ books. Returning public library books here will not check them off of your account at those libraries.

What does "Check Shelves" mean?
"Check Shelves" means it is supposed to be on the shelf. If it isn’t there, double-check what the Case Catalog currently says to make sure that nobody else has checked it out or has kept it out too long.
How long does reshelving take?
The times are different, depending on what is being reshelved and what time of semester it is. KSL goal: to reshelve journals within 24 weekday hours, reshelve books within 48 hours. During peak times (end of semester) the time can be longer. Ask staff at the Main Service Desk for help.
How do I reserve a book?
Books are on the shelves for anyone who needs them, and are not reserved for individual use. If our book is checked out, order a copy from the OhioLINK.
Where are the UL Storage Stacks?
KSL has a university center half a mile from KSL, where lesser used or brittle books are kept, and the catalog search screen will display "UL Storage." You can visit the Center during daytime hours, or use an online request form to bring back the item to KSL. The center is now called RRCC (Retrospective Research Collections Center.)
Can I get a book or video on a specific date?
Yes, Case faculty, staff, & students can find out more details and use a convenient online request form for Book a Video or DVD  (KSL’s other collections are available only on a first-come basis for everyone, and cannot be booked ahead of time.)
What does a Book on Order mean? When will it get here?
When the catalog item displays “1 copy ordered for (library name)” the item is already in the library getting the final processing labels, etc., and will soon be on the shelf! Ask staff if there are other copies avaialable in OhioLINK in the meantime, or if you have an urgent need.
What is a PIN?
Your PIN is not assigned, you choose what it is and enter it on the Case Catalog at “View Your Library Record,” following the instructions. A Case Library PIN is a Personal Identification Number that protects your information, just like your bank ATM asks for a similar security PIN.
How do I get a library account & where can I look at it?
Case faculty, staff, and students automatically have online library accounts. You can look at it on the Case Catalog under “View your library record.” Use your library account to renew items on line and keep track of what you have checked out or ordered from OhioLINK or RRCC or Iron Mountain sites. Your Case ID is your library card!

View All FAQs

Kelvin Smith Library | 11055 Euclid Avenue | Cleveland, OH 44106-7151 | 216-368-3506