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Collections Trust Seminar York, January 2015 Wifi password: holidays Hashtag: #ctskills

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Page 1: Collections Trust Seminar - York, January 2014

Collections Trust Seminar

York, January 2015

Wifi password: holidays

Hashtag: #ctskills

Page 2: Collections Trust Seminar - York, January 2014

Welcome & introductions!

Page 3: Collections Trust Seminar - York, January 2014

I’m Nick Poole

CEO of the Collections Trust since 2004, involved in the development of national

standards & funding programmes for museums.

Page 4: Collections Trust Seminar - York, January 2014

Getting started

• Please do:

• Be an active participant

• Ask questions

• Respect information shared in confidence

• Take the opportunity to network!

Page 5: Collections Trust Seminar - York, January 2014

Resources

• In your delegate pack, you have:

• Copies of these slides

• Information sheets about today’s resources

• Information about further Collections Trust events

• A Feedback & Evaluation Form

• Today’s slides can be downloaded from www.slideshare.net/collectionstrust

• All other resources available from www.collectionstrust.org.uk

Page 6: Collections Trust Seminar - York, January 2014

Objectives for today

• Our objectives are to:

• Introduce you to the work of the Collections Trust

• Explore how collections management supports the needs of audiences

• Introduce the Excellence in Collections Management model

• Highlight our tools, resources and services to support your work

• Please write down 2-3 things that you want to get out of today (we’ll refer back to these at the end of the day)

Page 7: Collections Trust Seminar - York, January 2014

A brief introduction to the Collections Trust!

Page 8: Collections Trust Seminar - York, January 2014

The Collections Trust is...

...the professional association for people who work in

Collections Management

Page 9: Collections Trust Seminar - York, January 2014

Established 1977

• To promote the education of the public by the development of museums and similar organisations by all appropriate methods;

• To develop, promote, maintain and improve standards of collections and information management in museums, art galleries, heritage organisations and other collections institutions;

• To provide services and resources which improve the standards and methods of collections management and use.

Page 10: Collections Trust Seminar - York, January 2014

Not-for-profit

ACE funding

Self-generated revenues

Project funding

Page 11: Collections Trust Seminar - York, January 2014

Our work

• Publish and make available standards, reports and resources

• Run events and training

• Support digital development

• Represent the sector and influence policy makers

• Help you network and share knowledge

Page 12: Collections Trust Seminar - York, January 2014

Our programmes

• We focus on issues that are relevant to Collections Management:

• Documentation

• Digital development

• Systems development (DAMS, CMS, Web, Mobile)

• Governance

• Security

• Insurance

• Pest Management

• Copyright & IPR

• Cultural property

• Participation & engagement

Page 13: Collections Trust Seminar - York, January 2014

Special programmes

• Recently we have developed resources, guidelines, factsheets and interactivesaround a series of special programmes:

– Security www.collectionstrust.org.uk/security

– Energy efficiency www.collectionstrust.org.uk/energy-efficiency

– Pests! www.collectionstrust.org.uk/pest-management

– Insurance www.collectionstrust.org.uk/insurance

– Participation www.collectionstrust.org.uk/participation

– Going Digital www.collectionstrust.org.uk/going-digital

– Copyright & licensing www.collectionstrust.org.uk/copyright-and-licensing

Page 14: Collections Trust Seminar - York, January 2014

Going Digital

• New three year ‘back to basics’ programme on IT in museums

• Covering:

– Basic IT audit and planning

– Photography and scanning

– Buying equipment

– Copyright

– Collections Management Systems

– Digital Asset Management Systems

– Sharing collections online

Page 15: Collections Trust Seminar - York, January 2014

Going Digital

• Free tools and resources including:

– IT Audit toolkit

– Digital Strategy interactive

– Beginners Guide to Digitisation

– How-to copyright factsheets

• www.collectionstrust.org.uk/going-digital

Page 16: Collections Trust Seminar - York, January 2014

Copyright and licensing

We provide free resources to help museums with copyright issues and we’re addressing how recent legal reforms to copyright affect museums.

• Free resources at www.collectionstrust.org.uk/copyright-and-licensing

• A Copyright Seminar with expert Naomi Korn (18 February 2015, London) www.collectionstrust.org.uk/copyright-seminar

• Copyright: A Practical Guide - updated edition available beginning of 2015

www.collectionstrust.org.uk/shop

Page 17: Collections Trust Seminar - York, January 2014

The Collections Trust website

• Re-launched in July 2014

• Hundreds of practical, free resources

• The latest news from the sector

• Blog posts

• Online shop (forms and registers, publications, eBooks)

• Comprehensive listing of sector events www.collectionstrust.org.uk/upcoming-events

• Register to receive a fortnightly e-newsletter

Page 18: Collections Trust Seminar - York, January 2014
Page 19: Collections Trust Seminar - York, January 2014

Practical Guides

• Simple practical guides to key areas of Collections Management:

• Titles:

– Collections Management: A Practical Guide

– Documentation: A Practical Guide

– Copyright: A Practical Guide

– Governance & Collections: A Practical Guide

– Integrated Pest Management: A Practical Guide

• Available from www.collectionstrust.org.uk/shop

(RRP £24.99 and ebook £20.00)

Page 20: Collections Trust Seminar - York, January 2014

Forms and registers

• Leading supplier of museum forms and registers

– Object Entry Forms

– Object Cards

– Exit Forms

– Simple Catalogue Cards

– Object Movement Tickets

– Transfer of Title Forms

– Accession Registers

• Available from www.collectionstrust.org.uk/shop

Page 21: Collections Trust Seminar - York, January 2014

Keep in touch

• We offer several ways of keeping in touch with our work and with each other

– Collections Management LinkedIn community (8,200 members)

– Fortnightly email newsletter

– www.twitter.com/collectiontrust

– www.facebook.com/collectionstrust

– www.slideshare.net/collectionstrust

Page 22: Collections Trust Seminar - York, January 2014

Update from the Arts Council England

Sarah Menary, Accreditation Assessor, Arts Council England

Page 23: Collections Trust Seminar - York, January 2014

INTRODUCTION

Aims and objectives from today’s seminar

Page 24: Collections Trust Seminar - York, January 2014

What kind of

museum

professional are

you?

Page 25: Collections Trust Seminar - York, January 2014

Objects Experiences

Facts Stories

Page 26: Collections Trust Seminar - York, January 2014

Objects Experiences

Facts Narratives

“Our first duties are to collect, conserve and display material culture, to protect the nation’s treasures and to showcase the high points of human creativity”

Page 27: Collections Trust Seminar - York, January 2014

Objects Experiences

Facts Stories

“Our first duty is to create an open, welcoming environment in which people can come and enjoy the experience of beautiful, inspiring things”

Page 28: Collections Trust Seminar - York, January 2014

Objects Experiences

Facts Stories

“It is not the objects themselves, but the connections between them and the stories they can tell. Our duty is to weave stories and objects together to help people understand the world around them”

Page 29: Collections Trust Seminar - York, January 2014

Objects Experiences

Facts Narratives

“Our first duty is to provide an authoritative record of the development of the natural and man-made world. We must collect and preserve type specimens and objects based on our authoritative and scientific knowledge.”

Page 30: Collections Trust Seminar - York, January 2014

Objects Experiences

Facts Stories

Page 31: Collections Trust Seminar - York, January 2014

SESSION ONE

Understanding audiences

Page 32: Collections Trust Seminar - York, January 2014

Aims for this session

• Discuss the relationship between your museum and its audience

• Identify what we know about what people want from collections

• Discuss ways of understanding audience needs and expectations

• Discuss the idea of a ‘visitor centred design’ approach in museums

Page 33: Collections Trust Seminar - York, January 2014

VIDEO: Here come the millennials...

Page 34: Collections Trust Seminar - York, January 2014

The ‘user journey’...

...describes how people discover your museum, what they do while they’re there and how you maintain the

connection after they leave.

Page 35: Collections Trust Seminar - York, January 2014

Pre-visit (discovery)

Visit (engagement)

Post-visit (relationship)

The key challenge for collections is to find ways of enhancing and extending the user journey so that people are:

• More likely to find your museum

• More likely to visit

• More likely to develop a lasting relationship with the museum afterwards

Page 36: Collections Trust Seminar - York, January 2014

Pre-visit (discovery)

Visit (engagement)

Post-visit (relationship)

‘Snackable’ content – quick, shareable, interesting, quirky & fun, shared as widely as

possible with as many people as possible

Page 37: Collections Trust Seminar - York, January 2014

Pre-visit (discovery)

Visit (engagement)

Post-visit (relationship)

‘Snackable’ content – quick, shareable, interesting, quirky & fun, shared as widely as

possible with as many people as possible

Location-specific (iBeacon!) content that is relevant – enabling people to

explore, discover, socialise and promote to their networks

Page 38: Collections Trust Seminar - York, January 2014

Pre-visit (discovery)

Visit (engagement)

Post-visit (relationship)

‘Snackable’ content – quick, shareable, interesting, quirky & fun, shared as widely as

possible with as many people as possible

Location-specific (iBeacon!) content that is relevant – enabling people to

explore, discover, socialise and promote to their networks

Deep, relevant, personal and engaging stories, targeted

events and experiences, fresh ideas and offers

Page 39: Collections Trust Seminar - York, January 2014

Discussion

• How does your museum capture knowledge about your visitors?

• How can you use this knowledge to inform planning?

• What role can the public play in managing & developing your collection?

• Are most of your visitors ‘lean-back’ (they want to come and enjoy well put-together, thoughtful displays) or ‘lean-forward’ (they want to be active participants, get stuck in and be involved in the work of the museum)?

Page 40: Collections Trust Seminar - York, January 2014

SESSION TWO

Learning & change in your museum

Page 41: Collections Trust Seminar - York, January 2014

We need to keep moving

The financial model for museums is changing, our role

is changing & peoples expectations of your museum (online and off) are changing

Page 42: Collections Trust Seminar - York, January 2014

Three models of change

• Internal bottom-up change – a growing dissatisfaction with the operation and/or culture of your museum eventually tips over into a will to change things and the energy to see changes through

• Internal top-down change – a new manager or Board of Trustees set a new direction and drive change through restructuring and re-defining your mission

• External – an external trigger, such as a loss of funding, change of focus, merger or other external factor forces the organisation to change

• Museums are not inherently conservative, but most museums are structured around the idea of managed and purposeful change.

Page 43: Collections Trust Seminar - York, January 2014

Mission

• Mission matters more than people think!

• Two commons types of museum Mission Statement

– “We are going to change the world,” or

– “We will collect and preserve the history and heritage of [insert name of town] and interpret it for the benefit of the public to support education”

• It doesn’t really matter what the words are. It matters whether you believe them, whether they inspire you and whether you are proud to say it out loud

Page 44: Collections Trust Seminar - York, January 2014

Brand

• Your museum’s ‘brand’ is the expression of who you are, what you care about, how your museum feels about itself and the relationship you want to have with your audience

• The brand of your museum is what people identify with, volunteer to be part of, have in their mind when planning a visit

• Every member of staff should be a champion for the brand – if its controlled through the marketing team, you’ll never achieve reach and scale

• What is your museum’s brand proposition?

Page 45: Collections Trust Seminar - York, January 2014

A ‘responsive’ museum...

...is designed around the needs, expectations,

behaviours and abilities of your visitors

Page 46: Collections Trust Seminar - York, January 2014

The ‘traditional’ museum...

Museums sometimes operate in silos

Education Management Collections Retail IT

Page 47: Collections Trust Seminar - York, January 2014

The ‘responsive’ museum...

Visitor experience

Collections

Learning

Retail

Online

Visitor Services

Facilities

Social

Mobile

Page 48: Collections Trust Seminar - York, January 2014

Culture change

Performance culture

Create a climate for

change

Engage staff

Train & reward

Keep track

Create a ‘team’

mentality

Lead by example

Page 49: Collections Trust Seminar - York, January 2014

Metrics

• How do you measure the value and impact of what you do?

• What kind of ‘value culture’ do you have?

– None

– Count what we can count

– Visitor numbers

– Measure visitor impact

– Measure performance

– Numbers for advocacy

– Planning with data

• Do you use your numbers for internal (planning) use or external advocacy?

Page 50: Collections Trust Seminar - York, January 2014

Discussion

• What are the main changes impacting on your museum?

• What are the drivers for making changes (eg. survival, doing things better)?

• Is the need for change understood across the whole museum?

• What are the barriers that prevent things from moving forward?

Page 51: Collections Trust Seminar - York, January 2014

SESSION THREE

Introducing Excellence in Collections Management

Page 52: Collections Trust Seminar - York, January 2014

Aims for this session

• Understand the legal & professional context for collections management

• Introduce the Excellence in Collections model

Page 53: Collections Trust Seminar - York, January 2014

Collections Management

• “Collections Management” is defined as:

“The strategies, policies, processes and procedures relating to a collection’s development, information, access and care.”

Collections Trust/BSI Code of Practice for

Collections Management (BSI PAS 197:2009)

Page 54: Collections Trust Seminar - York, January 2014

Key elements

• Collections Management is:

• Integrated across all aspects of running a museum (front of house and behind the scenes)

• About the management of physical, digital and intellectual material

• Never ‘finished’ – an ongoing process not a finite project

• Intended to promote audience engagement and participation

• Designed to achieve public trust and accountability through professional, transparent practice

Page 55: Collections Trust Seminar - York, January 2014

‘Strategic Collections Management’

Users Funders Politicians

Page 56: Collections Trust Seminar - York, January 2014

‘Strategic Collections Management’

Users Funders Politicians

Organisational Mission

Page 57: Collections Trust Seminar - York, January 2014

‘Strategic Collections Management’

Users Funders Politicians

Organisational Mission

Collecting Policy

Page 58: Collections Trust Seminar - York, January 2014

‘Strategic Collections Management’

Users Funders Politicians

Organisational Mission

Collecting Policy

UseDevelopLearnCare

Page 59: Collections Trust Seminar - York, January 2014

‘Strategic Collections Management’

Users Funders Politicians

Organisational Mission

Collecting Policy

UseDevelopLearnCare

InformationProceduresSystemsPeople

Page 60: Collections Trust Seminar - York, January 2014

‘Strategic Collections Management’

Users Funders Politicians

Organisational Mission

Collecting Policy

UseDevelopLearnCare

InformationProceduresSystemsPeople

Evaluation & improvement

Page 61: Collections Trust Seminar - York, January 2014

‘Strategic Collections Management’

Users Funders Politicians

Organisational Mission

Collecting Policy

UseDevelopLearnCare

InformationProceduresSystemsPeople

Evaluation & improvement

Rich online and offline experiences for users

Page 62: Collections Trust Seminar - York, January 2014

Key elements

• A Collections Management Framework is:

“A set of components that provide the foundations and organizational arrangements for designing, implementing, monitoring, reviewing and improving collections management processes throughout the organization to support the achievement of its mission.”

Page 63: Collections Trust Seminar - York, January 2014

Key elements

• Collections Management involves a set of technical practices:

• Management

• Communications

• Documentation

• Digitisation

• Copyright

• Risk Management

• Integrated Pest Management

• Security & access control

• Environmental Management (light, UV, temperature, RH)

• Preventive conservation

• Transport & packaging etc.

Page 64: Collections Trust Seminar - York, January 2014

LAW

STATUTE

ETHICAL CODES

PROFESSIONAL STANDARDS

GOVERNANCE

CORPORATE CULTURE

POLICIES & PROCEDURES

DAILY TASKS

Page 65: Collections Trust Seminar - York, January 2014

LAW

STATUTE

ETHICAL CODES

PROFESSIONAL STANDARDS

GOVERNANCE

CORPORATE CULTURE

POLICIES & PROCEDURES

DAILY TASKS

MUSEUM

PROFESSIONAL

LEGAL

Page 66: Collections Trust Seminar - York, January 2014

Museum development

MISSION

FORWARD PLAN

POLICIES

PLANNING

PROCEDURESSYSTEMS

COMPETENCIES

PERFORMANCE MANAGEMENT

CONTINUOUS

IMPROVEMENT

Page 67: Collections Trust Seminar - York, January 2014

CONTINUOUS IMPROVEMENT

Detailed Model

Page 68: Collections Trust Seminar - York, January 2014

CONTINUOUS IMPROVEMENT

PLAN

DO

REVIEW

Page 69: Collections Trust Seminar - York, January 2014

CONTINUOUS IMPROVEMENT

DO

Page 70: Collections Trust Seminar - York, January 2014

CONTINUOUS IMPROVEMENT

DO

Page 71: Collections Trust Seminar - York, January 2014

CONTINUOUS IMPROVEMENT

DO

Page 72: Collections Trust Seminar - York, January 2014

CONTINUOUS IMPROVEMENT

DO

Page 73: Collections Trust Seminar - York, January 2014

CONTINUOUS IMPROVEMENT

DO

SKILLS & CPD

Page 74: Collections Trust Seminar - York, January 2014

CONTINUOUS IMPROVEMENT

DO

SKILLS & CPD

Page 75: Collections Trust Seminar - York, January 2014

CONTINUOUS IMPROVEMENT

DO

SKILLS & CPD

Page 76: Collections Trust Seminar - York, January 2014

CONTINUOUS IMPROVEMENT

DO

SKILLS & CPD

Page 77: Collections Trust Seminar - York, January 2014

CONTINUOUS IMPROVEMENT

DO

SKILLS & CPD

Page 78: Collections Trust Seminar - York, January 2014

CONTINUOUS IMPROVEMENT

DO

SKILLS & CPD

Page 79: Collections Trust Seminar - York, January 2014

CONTINUOUS IMPROVEMENT

DO

SKILLS & CPD

Page 80: Collections Trust Seminar - York, January 2014

CONTINUOUS IMPROVEMENT

DO

SKILLS & CPD

Page 81: Collections Trust Seminar - York, January 2014

CONTINUOUS IMPROVEMENT

DO

SKILLS & CPD

Page 82: Collections Trust Seminar - York, January 2014

Key points

• Good collections management is the foundation of great museum experiences

• Having a well-managed foundation promotes flexibility rather than constraining it

• Any kind of development – audience participation, income generation, brand development, outreach or digital – depends on having the basics of good collections practice in place

• Collections management drives both accountability and creativity

Page 83: Collections Trust Seminar - York, January 2014

SESSION FOUR

Collections Management Standards

Page 84: Collections Trust Seminar - York, January 2014

Aims for this session

• Introduce professional standards for Collections Management

• Introduce the Collections Management Standards Toolkit

Page 85: Collections Trust Seminar - York, January 2014

LAW

STATUTE

ETHICAL CODES

PROFESSIONAL STANDARDS

GOVERNANCE

CORPORATE CULTURE

POLICIES & PROCEDURES

DAILY TASKS

MUSEUM

PROFESSIONAL

LEGAL

Page 86: Collections Trust Seminar - York, January 2014

LAW

STATUTE

ETHICAL CODES

PROFESSIONAL STANDARDS

GOVERNANCE

CORPORATE CULTURE

POLICIES & PROCEDURES

DAILY TASKS

MUSEUM

PROFESSIONAL

LEGAL

Page 87: Collections Trust Seminar - York, January 2014

Legal frameworks

• Museums & Libraries Act

• Equalities Act

• Charities Act

• Cultural Property Law

• Copyright Law

• Civil rights & protections

Page 88: Collections Trust Seminar - York, January 2014

Codes of Ethics

• MA Code of Ethics for Museums

• ICOM Code of Ethics

• Ethical principles associated with Charitable Status

Page 89: Collections Trust Seminar - York, January 2014

Professional Standards

• Museums Accreditation Scheme

• SPECTRUM Standard

• BSI Publicly Available Specification 197 Code of Practice for Collections Management

• BSI Publicly Available Specification 198 Environmental Management

• GIS Guidelines

Page 90: Collections Trust Seminar - York, January 2014

Standards Toolkit

• Produced by Collections Trust with support from Arts Council England

• http://www.collectionstrust.org.uk/standards-toolkit/introduction

• Structured around four sections:

– Collections Development standards

– Collections Information standards

– Collections Access standards

– Collections Care & Conservation standards

Page 91: Collections Trust Seminar - York, January 2014
Page 92: Collections Trust Seminar - York, January 2014

Introducing SPECTRUM!

International industry standard for Collections

Management

Page 93: Collections Trust Seminar - York, January 2014

SPECTRUM Facts & Figures

• 25,000 licensed users

• 40 countries

• 8 languages

• 17 SPECTRUM Partner systems

• Adoption as a national quality standard in 4 countries

• Interest from 5 new territories

Page 94: Collections Trust Seminar - York, January 2014

STANDARD

WORLDWIDE COMMUNITY (25,000)

COMPLIANCE(17)

GUIDANCEPDF/XML/PRINT

+ SCHEMA

NEW IDEAS

Page 95: Collections Trust Seminar - York, January 2014
Page 96: Collections Trust Seminar - York, January 2014
Page 97: Collections Trust Seminar - York, January 2014

http://www.collectionstrust.org.uk/spectrum

Page 98: Collections Trust Seminar - York, January 2014

Uses of SPECTRUM

• Not a mandatory standard

• A ‘recipe book’ for developing or reviewing practices in your museum

• Useful for the development of your Procedural Manual

• Promotes accountability & good practice

• Primary procedures are a requirement of Accreditation

Page 99: Collections Trust Seminar - York, January 2014

SESSION FIVE

Collections Management Competency Framework

Page 100: Collections Trust Seminar - York, January 2014

Aims for this session

• Introduce the Collections Management Competency Framework

• Discuss skills development and CPD for your work

Page 101: Collections Trust Seminar - York, January 2014

Collections Management Competency Framework

Defining the skills and competencies of the

professional & volunteer collections management

workforce

Page 102: Collections Trust Seminar - York, January 2014

Competency Framework

Page 103: Collections Trust Seminar - York, January 2014
Page 104: Collections Trust Seminar - York, January 2014

Why a Competency Framework?

• Informing the teaching and training of core collections management skills and competencies

• Promoting investment in CPD

• Raising awareness of the value and impact of CM skills on the wider delivery of museum services

• Advocating for investment in CM competencies

• Providing a structure to engage with other industry partners eg. CC Skills, MA, CILIP

Page 105: Collections Trust Seminar - York, January 2014

Professional development

• Ensuring that museums have access to the Collections Management skills & competencies they need:

– Teaching on University Museum Studies courses

– Providing a Competency Framework for employers

– Delivering a Collections Management Traineeships programme

– Promoting practical apprenticeships

– Free Collections Trust Seminars across England

Page 106: Collections Trust Seminar - York, January 2014

Traineeships programme

• Runs between October 2014 & September 2015

• Cohort of 20 trainees

• Combination of practical workplace-based training, CPD, mentoring and peer support

• Aimed at enabling new entrants to the profession to build their collections management skills and confidence

• www.collectionstrust.org.uk/traineeships

Page 107: Collections Trust Seminar - York, January 2014

Key questions

• How do you develop your skills in Collections Management?

• Where do you get formal training and advice?

• Does your museum develop Collections-related skills across different areas/departments?

• What structure is in place for CPD or ongoing development?

Page 108: Collections Trust Seminar - York, January 2014

SESSION SIX

Martin Fell, York Museums Trust

Page 109: Collections Trust Seminar - York, January 2014

SESSION SEVEN

Collections Management and Museum Accreditation

Page 110: Collections Trust Seminar - York, January 2014

Aims for this session

• Introduce the role of Collections & Collections Management in Museum Accreditation

• Understand the relationship between SPECTRUM & Accreditation

• Identify sources of support & guidance

Page 111: Collections Trust Seminar - York, January 2014
Page 112: Collections Trust Seminar - York, January 2014

Guiding principle

Collections are central to the function of a museum.

The management of the collections within an Accredited museum is consistent with the statement of purpose, policies and strategic vision for the organisation.

To do this effectively, and to allow for regular review and improvement, a coherent set of policy statements, plans and procedures should be put in place – a collections management framework.

This will address collections development, information, access, care and conservation.

Page 113: Collections Trust Seminar - York, January 2014

Accreditation Requirements

• 2.1 Satisfactory arrangements for ownership of collections

• 2.2 Collections Development

• 2.3 Documentation policy

• 2.4 Care & conservation policy

• 2.5 Documentation plan

• 2.6 Care & conservation plan

• 2.7 Documentation procedures

• 2.7 Expert assessment of security arrangements

Page 114: Collections Trust Seminar - York, January 2014

‘Primary’ procedures

Requirement 2.7: “The primary SPECTRUM procedures must be in place in the form of a documentation procedural manual that is available for inspection on request.”

• Object entry

• Acquisition

• Location and movement control

• Marking and/or labelling

• Cataloguing

• Object exit

• Loans in

• Loans out

Page 115: Collections Trust Seminar - York, January 2014

Accreditation support

We can

• Publish standards and guidelines

• Share case studies

• Work with partner museums in the regions

• Share questions & answers with our networks

• Provide statements of support

We can’t

• Answer questions directly over the phone or by email

Page 116: Collections Trust Seminar - York, January 2014

Online support

www.collectionstrust.org.uk/collections

Page 117: Collections Trust Seminar - York, January 2014

SESSION EIGHT

Developing a ‘Digital Strategy’

Page 118: Collections Trust Seminar - York, January 2014

Aims for this session

• Explore the role of ‘digital’ in engaging audiences with collections

• Identify key trends in ‘going digital’

• Introduce guidance and resources for museums wanting to make better use of technology

Page 119: Collections Trust Seminar - York, January 2014

Digital Design Principles

• Start with needs*

• Do less

• Design with data

• Do the hard work to make it simple

• Iterate. Then iterate again

• Build for inclusion

• Understand context

• Build digital services, not websites

• Be consistent, not uniform

• Make things open – it makes things better

• www.gov.uk/design-principles

(* Other people’s needs, that is...)

Page 120: Collections Trust Seminar - York, January 2014

Tate Digital Strategy

• Implicitly linked to the Strategic Plan

• ‘Digital as a Dimension of Everything’

• Aligning the development of:

• Content

• IT infrastructure

• Social media

• Publishing & distribution

• Retail & income generation

Page 121: Collections Trust Seminar - York, January 2014

HRP Strategic Planning

• No separate ‘Digital Strategy’

• 4 principles:

• Guardianship

• Discovery

• Showmanship

• Independence

• Digital underpins and supports the achievement of these principles, rather than acting as a standalone priority

Page 122: Collections Trust Seminar - York, January 2014

HRP Strategic Planning

VISITOR JOURNEY

7 ‘personas’

ANALYTICS & CUSTOMER DATA ASSET MANAGEMENT

IT INFRASTRUCTURE

CHANGE PROGRAMME

Page 123: Collections Trust Seminar - York, January 2014

Digital Benchmarks

• A simple diagnostic tool

• Mapping progress

• Celebrating success

• Planning development

• An integrated approach

Page 124: Collections Trust Seminar - York, January 2014
Page 125: Collections Trust Seminar - York, January 2014

Digital Benchmark “Range Statements”

StrategyLevel Description0 The organisation has no strategic plan or statement of mission or purpose *1 The organisation has a strategic plan or mission which does not reference engagement

through technology2 The organisation has a strategic plan, which includes projects and programmes, some of

which make use of technology. Digital is not fully integrated into the strategy, which is not regularly reviewed.

3 The organisation has a strategic plan, which includes projects and programmes, some of which make use of technology.

Digital is integrated into the strategy, which is regularly reviewed. 4 The organisation has a strategic plan/mission in place which references the use of digital

technologies to support core delivery, or it has a separate (but connected) digital strategy in place.

There is at least one digital champion within the senior management of the organisation. The strategic plan is regularly reviewed and updated.

5 The organisation has a strategic plan/mission in place which integrates the use of digital technologies to support core delivery.

The digital elements of the plan are owned and championed at a senior (Board & management) level and supported by appropriate budgets.

Digital technologies are embedded across all teams/departments of the organisation. Digital delivery and engagement through technology are embedded within the

organisation’s performance framework. The strategic plan is regularly reviewed and updated.

Page 126: Collections Trust Seminar - York, January 2014

Mid-sized regional museum

0

1

2

3

4

5

STRATEGY

PEOPLE

SYSTEMS

DIGITISATION

CONTENT DELIVERY

ANALYTICS

ENGAGEMENT

REVENUE

Page 127: Collections Trust Seminar - York, January 2014

Smaller museum

0

1

2

3

4

5

STRATEGY

PEOPLE

SYSTEMS

DIGITISATION

CONTENT DELIVERY

ANALYTICS

ENGAGEMENT

REVENUE

Page 128: Collections Trust Seminar - York, January 2014

Showing progress

0

1

2

3

4

5

STRATEGY

PEOPLE

SYSTEMS

DIGITISATION

CONTENT DELIVERY

ANALYTICS

ENGAGEMENT

REVENUE

2012

2011

Page 129: Collections Trust Seminar - York, January 2014

Content-based marketing

• From ‘sales’ to ‘add value’

• People are drawn to platforms and content which add value for them in their daily lives

• 3 connected strategies:

– ‘Snackable’ content

– Content-as-a-service (to support visits, education & engagement)

– ‘Vertical’ or niche content

Page 130: Collections Trust Seminar - York, January 2014

Collections online

• Having things online does not automatically lead to access

• It is a significant investment of time and effort

• The 90/8/2 rule:

– 90% of your content acts as marketing for the museum

– 8% might make money if you invested heavily in it

– 2% of most collections will be a solid, bankable revenue stream

Page 131: Collections Trust Seminar - York, January 2014

What people want from online collections…

CONTENT

METADATA

A BIT A LOT

Page 132: Collections Trust Seminar - York, January 2014

CONTENT

METADATA

A BIT A LOT

FUN

What people want from online collections…

Page 133: Collections Trust Seminar - York, January 2014

CONTENT

METADATA

A BIT A LOT

FUN

RESEARCH

What people want from online collections…

Page 134: Collections Trust Seminar - York, January 2014

CONTENT

METADATA

A BIT A LOT

FUN

RESEARCH

LEARNINGOUTREACH

What people want from online collections…

Page 135: Collections Trust Seminar - York, January 2014

135

CONTENT

METADATA

A BIT A LOT

FUN

RESEARCH

LEARNING

DATA MINING

COLLECTIONS MANAGEMENT

AGGREGATION

OUTREACH

What people want from online collections…

Page 136: Collections Trust Seminar - York, January 2014

136

CONTENT

METADATA

A BIT A LOT

FUN

RESEARCH

LEARNING

DATA MINING

COLLECTIONS MANAGEMENT

AGGREGATION

OUTREACH

Digitize relatively few things & spend your money on quality and context

What people want from online collections…

Page 137: Collections Trust Seminar - York, January 2014

CONTENT

METADATA

A BIT A LOT

FUN

RESEARCH

LEARNING

DATA MINING

COLLECTIONS MANAGEMENT

AGGREGATION

OUTREACH

Digitize relatively few things & spend your money on quality and context

Digitize lots of things, use standards and don’t worry too much about promotion

What people want from online collections…

Page 138: Collections Trust Seminar - York, January 2014

Defining terms: reuse

• Describes a wide spectrum of activities and applications of digital cultural content undertaken by 3rd parties

Page 139: Collections Trust Seminar - York, January 2014

Degrees of ‘open’

• Attitudes and approaches to ‘open’ reuse of museum content exist along a sliding scale:

‘Radically’ open

Fully commercial

Page 140: Collections Trust Seminar - York, January 2014

Degrees of ‘open’

• Attitudes and approaches to ‘open’ reuse of museum content exist along a sliding scale:

‘Radically’ open

Fully commercial

Toe in the water

Page 141: Collections Trust Seminar - York, January 2014

Degrees of ‘open’

• Attitudes and approaches to ‘open’ reuse of museum content exist along a sliding scale:

‘Radically’ open

Fully commercial

Toe in the water

Mission driven

Page 142: Collections Trust Seminar - York, January 2014

Degrees of ‘open’

• Attitudes and approaches to ‘open’ reuse of museum content exist along a sliding scale:

‘Radically’ open

Fully commercial

Toe in the water

Mission driven

Steady state

Page 143: Collections Trust Seminar - York, January 2014

Degrees of ‘open’

• Attitudes and approaches to ‘open’ reuse of museum content exist along a sliding scale:

‘Radically’ open

Fully commercial

Thinking about it

Toe in the water

Mission driven

Steady state

Page 144: Collections Trust Seminar - York, January 2014

Perceived benefits of open

• Perceived benefits for the museum include:

– Improved public awareness of content (PR, reputation & brand equity)

– Improved discoverability of content (re-use & promotional value)

– Improved opportunities for audience participation (audience development)

– Secondary improvements in quality of content (internal use value)

• The jury’s still out – compelling evidence of significantly higher traffic through eg. Wikipedia, but we tend to lack the metrics to assess impact of referrals on core business

Page 145: Collections Trust Seminar - York, January 2014

Perceived benefits of open

• Perceived broader/societal benefits include:

– Stimulating innovation & creativity (economic value)

– Increased educational use (delivering on mission)

– Increased use for research/scholarship (utility & economic value)

– Inter-cultural dialogue and understanding (utility value)

• Quantification of these wider benefits tends to attribute to intermediary/3rd-party platforms, hence not always acknowledged in calculus of ROI

Page 146: Collections Trust Seminar - York, January 2014

Practical steps to ‘going open’

1. Define your terms/read around the subject

2. Identify a suitable collection or sub-collection

3. Choose an appropriate license for your aims

4. Prepare your data for sharing

5. Write a blog

6. Add your data to an online repository

7. Track and evaluate impact

8. Share good news with colleagues/management

www.p2pu.org/he/groups/open-glam

Page 147: Collections Trust Seminar - York, January 2014

The investment gap

• There is a critical lack of investment in content generation, staff capacity, infrastructure, enrichment, delivery platforms, marketing and promotion and organisational development to support income generation

• An increasing number of museums are adopting an ‘open by default’ strategy because they lack the capacity effectively to monetise the digital content

• Lack of cost-recovery results in declining reinvestment in further activity

• A lack of clear and coherent policy results in a culture of case-by-case decision-making, inconsistency and a lack of clarity about the business case for reinvestment

Page 148: Collections Trust Seminar - York, January 2014

The future of Documentation?

Page 149: Collections Trust Seminar - York, January 2014

Learning to COPE

Developing practical steps to ensure that your collections

and systems are fit-for-purpose to support your

museum

Page 150: Collections Trust Seminar - York, January 2014

‘Create Once, Publish Everywhere’

• If collections and collections-based information are to play their part in enhancing and extending the visitor experience, they need to be discoverable and usable outside the museum and its website

• ‘COPE’ is the Collections Trust’s strategy for developing collections information and collections-related content that supports:

• Collections care

• Collections discovery & re-use

• Learning and intepretation

• Visitor engagement

Page 151: Collections Trust Seminar - York, January 2014

COPE in practice, from this...

COLLECTIONSDOCUMENTATION

DIGITAL ASSET MANAGEMENT

INFORMATION / RECORDS

SYSTEMS OF RECORD

SYSTEMS OF ENGAGEMENT

USER CHANNELS & PLATFORMSBYOD

Museum

website

Gallery

interactives

Social

mediaAggregators

Page 152: Collections Trust Seminar - York, January 2014

To this...

Collections Content &

systems

Mobile

Social

Website

OnsiteBYOD

Wearable

Something new!

Page 153: Collections Trust Seminar - York, January 2014

Additional resources

• Collections Trust Digital Benchmarks Toolhttp://www.collectionstrust.org.uk/digital/digital-benchmarks-for-the-culture-sector

• Going Digital resources, toolkits, simple guides and glossary:http://www.collectionstrust.org.uk/going-digital

• Guidance on developing digital strategieshttp://www.collectionstrust.org.uk/digital-strategy

• Free Simple Guide to Digitisationhttp://www.collectionstrust.org.uk/digitisation

Page 154: Collections Trust Seminar - York, January 2014

Wrap up & conclusions

Page 155: Collections Trust Seminar - York, January 2014

Wrap up & conclusions

• Great collections management is at the heart of every successful museum

• You can help your museum be more resilient and adapt to the current and future needs and expectations of visitors

• Collections management can help make your museum more sustainable, both by finding opportunities to reduce costs and opening up primary income and secondary revenue through audience engagement

• We need to provide evidence of the value and impact of collections management to secure reinvestment

Page 156: Collections Trust Seminar - York, January 2014

Keep in touch

• We offer several ways of keeping in touch with our work and with each other

– Collections Management LinkedIn community (8,200 members)

– Fortnightly email newsletter

– www.twitter.com/collectiontrust

– www.facebook.com/collectionstrust

– www.slideshare.net/collectionstrust

Page 157: Collections Trust Seminar - York, January 2014

Thank you for your time and participation!