| This
suggested mineral valuation-appraisal reading/reference list is not intended to be a
complete bibliography, but was designed to indicate to American Society of Appraiser's
Candidates the general scope and level of knowledge that is being examined for advancement
from Candidate to Accredited member (AM) or Accredited Senior Appraiser (ASA) in the Mines
& Quarries discipline. The mineral valuation reading list is divided into three parts:
Technical Books and Articles; Standards and
Guidelines; and, Periodicals. It is intended to
update this list as new mineral industry and/or appraisal-valuation standards become known
to the author or by suggestions from visitors to this site. Standards and Guidelines
Securities and Exchange Commission and
Other US Government Documents:
SEC Reserve Definitions - Principles and Practice, David M. Abbott, Jr.,
1985(?)
Form S-18 Registration Statement under the Securities Act of 1933
Industry Guide 7: Description of Property by Issuers Engaged in Significant Mining
Operations, Securities and Exchange Commission, 1992.
Principles of the Mineral
Resource Classification System of the U.S. Bureau of Mines and U.S. Geological Survey,
USGS Bulletin 1450-A, 1976.
Coal Resource Classification
System of the U.S. Bureau of Mines and U.S. Geological Survey, USGS Bulletin 1450-B,
1976.
Principles of a
Resource/Reserve Classification for Minerals, U.S. Bureau of Mines and U.S. Geological
Survey, USGS Circular 831, 1980.
Mineral Resource/Reserve
Classification: Categories, Definitions, and Guidelines, Standing Committee on
Reserve Definitions, Canadian Institute of Mining, Metallurgy and Petroleum, 1996.
Definitions of Reserves and
Resources, British and IMM Standards, Minerals Industry International, May 1993.
Performance Standards for
Professional Engineers Advising on and Reporting on Oil, Gas and Mineral Properties,
Association of Professional Engineers of Ontario, 1976.
Australasian Code for
Reporting of Identified Mineral Resources and Ore Reserves, JORC, 1996.
Australasian Code for
Reporting Identified Coal Resources and Reserves, JORC, 1986.
Guidelines to the Australasian
Code for Reporting of Identified Mineral Resources and Ore Reserves, Attachment to
the 1996 Code, JORC, 1996.
Code and Guidelines for
Assessment and Valuation of Mineral Assets and Mineral Securities for Independent Expert
Reports (The Valmin Code), AusIMM 1994.
A Guideline for Reporting of
Diamond Exploration Results, Identified Mineral Resources and Ore Reserves, 1995, The
Association of Professional Engineers, Geologists and Geophysicists of the Northwest
Territories.
Uniform Format for Reporting
Production Costs, 1996, The Gold Institute.
Experts Reports in
Prospectuses - A Regulator’s Views, Renato Sburlati, AusIMMBull, Jun 1996.
Principles of Classification
of Reserves and Resources in the CIS Countries, Serguei A. Diatchkov, Mining
Engineering, March 1994.
Classification of Ore Reserves
Based on Geostatistical and Economic Parameters (Germany), F. W. Wellmer, CIM Bull,
v86, No 972.
Classification of the Deposit
Resources of Solid Mineral Raw Materials of the German Democratic Republic, January
1962, Fettweis, 1979, p365.
Uranium Resource Appraisal
Group and Energy Mines and Resources, Canada, R. Sabourin, 1982.
Proposed United Nations
Resource Classification, J. J. Schanz, 1980.
A Guide for Reporting
Exploration Information, Resources and Reserves, SME Working Party 79, Mining
Engineering, April 1991.
Defining Industrial Mineral
Reserves: Common and Subtle Problems, D. A. Holmes and D. M. Abbott, Jr., 28th Forum
of the Geology of Industrial Minerals, 1992.
Uniform Standards of
Professional Appraisal Practice, Appraisal Foundation, Updated Semiannually, 1998.
ASA Business Valuation
Standards, American Society of Appraisers, 1996.
Valuation of Mineral Bearing
Land and Other Wasting Assets, Royal Institution of Chartered Surveyors, SAVP 15:1,
3rd Edition, 8-90.
Validity Examinations,
BLM Manual 3891, Rel. 3-162, 7/8/87.
Economic Evaluations for
Validity on Mining Claims, J. R. Evans, SME Preprint 93-27.
Mineral Material Appraisal
Handbook, BLM Manual H-3630-1, Rel. 3-135, 8/26/86.
Lands Prospectively Valuable
for Leasable Minerals, BLM Manual 3021, Rel. 3-183, 9/10/87.
Energy and Mineral Resource
Assessment, BLM Manual 3031, Rel. 3-115, 6/19/85.
Mineral Reports - Preparation
and Review, BLM Manual 6060, Rel. 3-284, 4/07/94.
Generic Mineral Appraisal
Contract Specifications, National Park Service, no date.
American Institute of Minerals
Appraisers, Bylaws and Code of Ethics, 1996.
Mines and Quarries Study Guide
and Examination Outline, American Society of Appraisers, 1995.
Principles of Appraisal
Practice and Code of Ethics, American Society of Appraisers, 1994.
Code of Ethics, Mineral
Industry Consultants Association (Australia, New Zealand), 1992-3.
Bylaws, Code of Ethics,
Policies, and Procedures, American Institute of Professional Geologists, 1994.
The Real Property Appraiser
Qualification Criteria and Interpretations of the Criteria, Appraiser Qualifications
Board, Appraisal Foundation, 1998.
General Guidelines for
Reviewing Geological Reports, State Mining and Geology Board, State of California,
1996
Discuss your mineral
property appraisal, mining business valuation, or other mineral industry
related concerns with Mineral Business Appraisal:
Michael R. Cartwright michael@minval.com
Five Claret Court, Reno, NV 89512-4744
Tel/Fax: 775-322-9028
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