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Jun 27, 2022 at 11:38 vote accept David White
Jun 27, 2022 at 11:38 comment added David White Well, it's been several days without any new answers, so I will accept this one, as the closest to an "algorithm." Thanks!
Jun 23, 2022 at 4:11 comment added David White @Kostya_I I disagree. I interpret the "hence" to mean that "the author had seen the final accepted version" was a sufficient condition, but this does not mean it's a necessary one.
Jun 22, 2022 at 20:06 comment added Kostya_I This decision concerns a very specific case of an author dying after the paper was accepted, but before paperwork was completed. The editor told the Forum that the author had seen the final accepted version. Hence the Forum agreed that it seems reasonable that the author should remain on the byline. This "hence" seems to imply that had the deceased not seen the final version, publication with his name would have been inappropriate.
Jun 22, 2022 at 12:06 comment added Timothy Chow (continued) Formalities would be required only if there is reason to believe that someone (e.g., the publisher) will be skeptical of who has the rights to the paper, or skeptical that the person who has the rights really gave permission. Even in such cases, what you'll most need is not a lawyer, but proof of who the rightful heir is (e.g., in the form of a will, which you can probably get from the probate court), and proof of the rightful heir's intentions (e.g., emails).
Jun 22, 2022 at 12:01 comment added Timothy Chow Nowadays, most papers that one might consider publishing exist in electronic form, so the topic of digital inheritance is relevant. Specifically, one would need to determine who has the rights to the paper; often this is easy, but not always. As for lawyers, a general principle (no matter what the issue is) is that almost never is there a legal requirement to get a lawyer involved, but it can be helpful if the situation is complicated or delicate. For example, in simple cases, permission from legal heirs need not be a "formal document."
Jun 22, 2022 at 9:14 comment added David White This is helpful. I'm going to hold off on accepting, hoping that others might add further steps in the algorithm that I'm not thinking of (e.g., if a lawyer has to be involved). I didn't know about the COPE statement and that helps a lot. I guess permission from legal heirs must be a somewhat formal document and possibly input from a lawyer will be needed there. Another point is that manuscripts of the sort I ask about might require minor edits or corrections, making (1) a bit stickier.
Jun 22, 2022 at 8:52 history edited Carlo Beenakker CC BY-SA 4.0
added 3 characters in body
Jun 22, 2022 at 8:46 history answered Carlo Beenakker CC BY-SA 4.0