getting collections online

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nice people talking sense about the web | [email protected] | 0800 808 54 38 | © Thirty8 Digital 2015 Getting your collection online SW Digital Champions Forum 26th March 2015

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Page 1: Getting collections online

nice people talking sense about the web | [email protected] | 0800 808 54 38 | © Thirty8 Digital 2015

Getting your collection online

SW Digital Champions Forum

26th March 2015

Page 2: Getting collections online

nice people talking sense about the web | [email protected] | 0800 808 54 38 | © Thirty8 Digital 2015

I’m Mike Ellis from Thirty8 Digital.

We work with museums, galleries and others to help them get the most from the web.

We:

> train people on how to use things like social media effectively> offer consultancy, particularly around web strategy and content> build beautiful mobile-friendly, editor-friendly, user-friendly websites

hello

Page 3: Getting collections online

nice people talking sense about the web | [email protected] | 0800 808 54 38 | © Thirty8 Digital 2015

What I’m going to talk about today…

1. The strategy behind your online collection approach

> what are you doing and why?> who is your audience?> how will you know it’s being successful?

2. Implementation: actually getting objects online

> integrating with your collections management system> some [free] tools which you can use

3. Making the decision

> five principles to bear in mind when deciding how to get your collections items onto the web

courses.thirty8.co.uk

Page 4: Getting collections online

nice people talking sense about the web | [email protected] | 0800 808 54 38 | © Thirty8 Digital 2015

number of slides >

pain10

bearable

Page 5: Getting collections online

nice people talking sense about the web | [email protected] | 0800 808 54 38 | © Thirty8 Digital 2015

number of slides >

pain

bearable

n

coma

probably dead

10

Page 6: Getting collections online

nice people talking sense about the web | [email protected] | 0800 808 54 38 | © Thirty8 Digital 2015

Don’t panic!

All slides will be available at

slideshare.net/dmje/presentations

(Also: please stop me and ask if you need to)

Page 7: Getting collections online

nice people talking sense about the web | [email protected] | 0800 808 54 38 | © Thirty8 Digital 2015

The Strategy

Page 8: Getting collections online

nice people talking sense about the web | [email protected] | 0800 808 54 38 | © Thirty8 Digital 2015

Why are you putting your collection online?

> to fulfil a wider access remit> to make a funder happy> to make your director happy> because you want accreditation> just …because

The Strategy //

Page 9: Getting collections online

nice people talking sense about the web | [email protected] | 0800 808 54 38 | © Thirty8 Digital 2015

Who is your [online collection] audience?

The Strategy //

…how big or important are these segments to you..?

> potential museum visitors> researchers / academics> interested non-museum-visitors / “stumblers”

Page 10: Getting collections online

nice people talking sense about the web | [email protected] | 0800 808 54 38 | © Thirty8 Digital 2015

Researcher

Stumbler

Visitor

The Strategy //

Page 11: Getting collections online

nice people talking sense about the web | [email protected] | 0800 808 54 38 | © Thirty8 Digital 2015

How do you find out about your audience…?

Talk to them!

…face to face…on your website…via social media…ask your mum…ask a focus group

…just talk to them…

The Strategy //

Page 12: Getting collections online

nice people talking sense about the web | [email protected] | 0800 808 54 38 | © Thirty8 Digital 2015

What is “success”?

GET ALL OUR COLLECTIONS ONLINE

The Strategy //

Page 13: Getting collections online

nice people talking sense about the web | [email protected] | 0800 808 54 38 | © Thirty8 Digital 2015

What is “success”?

The Strategy //

more visits to collections pages

more shares of object stories

increased throughput from/to rest of site

more signups to blog

increased sales

increased time on site

more “buzz”

more likes / mentions

Page 14: Getting collections online

nice people talking sense about the web | [email protected] | 0800 808 54 38 | © Thirty8 Digital 2015

Measuring success

The Strategy //

Page 15: Getting collections online

nice people talking sense about the web | [email protected] | 0800 808 54 38 | © Thirty8 Digital 2015

The Strategy //

Page 16: Getting collections online

nice people talking sense about the web | [email protected] | 0800 808 54 38 | © Thirty8 Digital 2015

The Strategy //

Google Analytics is awesome…

….but only if it is installed on your collections pages :-)

out.thirty8.co.uk/ga101

Page 17: Getting collections online

nice people talking sense about the web | [email protected] | 0800 808 54 38 | © Thirty8 Digital 2015

out.thirty8.co.uk/digitalstrategy

Page 18: Getting collections online

nice people talking sense about the web | [email protected] | 0800 808 54 38 | © Thirty8 Digital 2015

Implementation

Page 19: Getting collections online

nice people talking sense about the web | [email protected] | 0800 808 54 38 | © Thirty8 Digital 2015

Existing collections management systems

Implementation //

> Generally of 3 types:

1. A CM vendor: > Adlib, TMS, eHive, CALM, Modes…. etc

2. An in-house, bespoke system of some kind:> Excel, Access, MySQL, some kind of web system or other “database”

3. None

Page 20: Getting collections online

nice people talking sense about the web | [email protected] | 0800 808 54 38 | © Thirty8 Digital 2015

Your choices are limited by what you have

Implementation //

> how much do you like the existing system?> how much effort have you invested?> how familiar / happy are people in the organisation with the tool you’re using?> how much does it do what you need it to do?

Page 21: Getting collections online

nice people talking sense about the web | [email protected] | 0800 808 54 38 | © Thirty8 Digital 2015

Implementation //

Your collections data

On the web

In-house

Public website

Page 22: Getting collections online

nice people talking sense about the web | [email protected] | 0800 808 54 38 | © Thirty8 Digital 2015

Implementation //

Your collections data

On the web

In-house

Public website

The biggest question is how this bit happens

Page 23: Getting collections online

nice people talking sense about the web | [email protected] | 0800 808 54 38 | © Thirty8 Digital 2015

You probably want to curate this journey..

Implementation //

> choose which object records to put on the web> choose which fields to put on the web> add some other stuff for “web only” or other contextual viewing

Page 24: Getting collections online

nice people talking sense about the web | [email protected] | 0800 808 54 38 | © Thirty8 Digital 2015

Data portability is absolutely crucial

Implementation //

> Can you save your collections data out of your CM system in a useful, usable structured format? (xml, json, csv…)

> Even better: is there an API (a way of doing this programatically without you having to manually save stuff)

Page 25: Getting collections online

nice people talking sense about the web | [email protected] | 0800 808 54 38 | © Thirty8 Digital 2015

Implementation //

The journey from “in-house” to “web”

1. Your collections management vendor provides a “plug and play” way of getting collections onto the web

Positives Negatives

• Easy

• Often integrates directly with your collections management system

• Known costs

• Limited functionality / design

• Normally an annual license fee

• Terrible for Google

• Usually happens on a separate website / web address

Page 26: Getting collections online

nice people talking sense about the web | [email protected] | 0800 808 54 38 | © Thirty8 Digital 2015

Page 27: Getting collections online

nice people talking sense about the web | [email protected] | 0800 808 54 38 | © Thirty8 Digital 2015

Implementation //

The journey from “in-house” to “web”

2. You get someone to build something bespoke which uses the CM system API

Positives Negatives

• You end up with something that is designed and built just for you

• Integration with your existing site can be much deeper and richer

• Often technically hard

• ..hence: expensive..

• Requires ongoing effort to maintain and grow

Page 28: Getting collections online

nice people talking sense about the web | [email protected] | 0800 808 54 38 | © Thirty8 Digital 2015

Page 29: Getting collections online

nice people talking sense about the web | [email protected] | 0800 808 54 38 | © Thirty8 Digital 2015

Page 30: Getting collections online

nice people talking sense about the web | [email protected] | 0800 808 54 38 | © Thirty8 Digital 2015

Implementation //

The journey from “in-house” to “web”

3. You use an existing hosted service, for instance Flickr

Positives Negatives

• Really easy to do

• Usually free

• Well known services usually have great functionality and good Google juice

• You’re probably going to have to copy and paste

• Risks of service changing / going bust / starting to charge

• Limited museum-specific functionality

Page 31: Getting collections online

nice people talking sense about the web | [email protected] | 0800 808 54 38 | © Thirty8 Digital 2015

> Massive 1TB storage size - free> Museum precedent with Flickr Commons > Photographic collection focused> Nice upload / download tools> Huge audience> No means to put in more than basic fields> Owned by Yahoo! …possible suspect future?

Flickr

Implementation //

Page 32: Getting collections online

nice people talking sense about the web | [email protected] | 0800 808 54 38 | © Thirty8 Digital 2015

Flickr

Implementation //

Page 33: Getting collections online

nice people talking sense about the web | [email protected] | 0800 808 54 38 | © Thirty8 Digital 2015

> Tumblr, Medium, Blogger, wordpress.com> Free> Many design and layout options> Not designed around museum objects, so again you’re hacking something to do what it isn’t really made for - no object fields, filtering, search, etc> But..great for telling object stories as opposed to hosting your object catalogue

“Micro-blogging”

Implementation //

Page 34: Getting collections online

nice people talking sense about the web | [email protected] | 0800 808 54 38 | © Thirty8 Digital 2015

Implementation //

Page 35: Getting collections online

nice people talking sense about the web | [email protected] | 0800 808 54 38 | © Thirty8 Digital 2015

> Zoho or KnackHQ (create any kind of database quickly, “in the cloud”)> Possibly Google Docs (using Google Forms to populate a spreadsheet, and then doing some magic to display this)> Sometimes there is a cost involved (Zoho starts at $5 per user per month)> Holding and structuring data is ok, displaying it much trickier

Hosted databases

Implementation //

Page 36: Getting collections online

nice people talking sense about the web | [email protected] | 0800 808 54 38 | © Thirty8 Digital 2015

Zoho “creator”

https://www.zoho.com/creator/

Page 37: Getting collections online

nice people talking sense about the web | [email protected] | 0800 808 54 38 | © Thirty8 Digital 2015

Implementation //

The journey from “in-house” to “web”

4. Build or adapt an existing (open source) system

Positives Negatives

• Relatively easy to do with some technical input

• Total flexibility over how to format and display records

• Open Source is hugely powerful

• Requires some technical expertise to get started

• Open Source is “free” but not …free

Page 38: Getting collections online

nice people talking sense about the web | [email protected] | 0800 808 54 38 | © Thirty8 Digital 2015

Implementation //

> Much more flexible than wordpress.com> Highly configurable - both for complex data storage but also for how it looks> (things like mobile-friendly = easy)> Like wordpress.com: really easy for editors> Open Source - data I/O is easy> Free, but requires development time and effort to set up> Cost (albeit minimal) for hosting

out.thirty8.co.uk/wordpress101

WordPress.org

Page 39: Getting collections online

nice people talking sense about the web | [email protected] | 0800 808 54 38 | © Thirty8 Digital 2015

americanuseum.org

Page 40: Getting collections online

nice people talking sense about the web | [email protected] | 0800 808 54 38 | © Thirty8 Digital 2015

Page 41: Getting collections online

nice people talking sense about the web | [email protected] | 0800 808 54 38 | © Thirty8 Digital 2015

> a free, open-source plugin for WordPress which imports collections data from your collections management system into a WordPress website> currently supported: AdLib, CultureGrid, kEmu, SouthWest Collections Explorer> coming soon: Modes, Index+ and others

cultureobject.co.uk

Culture Object

Implementation //

Page 42: Getting collections online

nice people talking sense about the web | [email protected] | 0800 808 54 38 | © Thirty8 Digital 2015

> free, open source, web based> funded by Andrew Mellon Foundation> comprehensive, flexible, well-documented system> has an API

www.collectionspace.org

Collection Space

Implementation //

Page 43: Getting collections online

nice people talking sense about the web | [email protected] | 0800 808 54 38 | © Thirty8 Digital 2015

Page 44: Getting collections online

nice people talking sense about the web | [email protected] | 0800 808 54 38 | © Thirty8 Digital 2015

> free, open source, web based> pitched specifically at museums> web CMS / collections management hybrid> supported by Andrew Mellon Foundation and others> not as big a developer / open source base as WP

www.omeka.org

Omega

Implementation //

Page 45: Getting collections online

nice people talking sense about the web | [email protected] | 0800 808 54 38 | © Thirty8 Digital 2015

Implementation //

The journey from “in-house” to “web”

5. “Other”

Positives Negatives

• …depends :-) • …also depends…

Page 46: Getting collections online

nice people talking sense about the web | [email protected] | 0800 808 54 38 | © Thirty8 Digital 2015

> Working to aggregate thousands of collections sources> Various ways to get data in: data upload, harvest, or via an online form> Contact them for more info

www.culturegrid.org.uk

Culture Grid / Europeana

Implementation //

Page 47: Getting collections online

nice people talking sense about the web | [email protected] | 0800 808 54 38 | © Thirty8 Digital 2015

> Excellent for individual, detailed records> Probably the best for traffic> Some options to see stats on visits> No option to tie together categories, searching within dataset, etc> No object-specific fields> Clumsy (impossible?) for large dataset

Wikipedia

Implementation //

Page 48: Getting collections online

nice people talking sense about the web | [email protected] | 0800 808 54 38 | © Thirty8 Digital 2015

> use something like PHP or .Net with a database full of object records in it> total flexibility in determining what you want, both at field level but also in terms of look and feel> but… bespoke build for something like this is often very risky from a sustainability point of view

Dynamic, bespoke built website

Implementation //

Page 49: Getting collections online

nice people talking sense about the web | [email protected] | 0800 808 54 38 | © Thirty8 Digital 2015

> either hand-code or use something like Dreamweaver where you can create some notion of an “object template”> (once upon a time I built catalogues using MS Word and mail-merge… #truestory)> relatively easy to do> …but: no database, so searching and filtering are unlikely

Static website (i.e just HTML, no scripting)

Implementation //

Page 50: Getting collections online

nice people talking sense about the web | [email protected] | 0800 808 54 38 | © Thirty8 Digital 2015

Making the decision

Page 51: Getting collections online

nice people talking sense about the web | [email protected] | 0800 808 54 38 | © Thirty8 Digital 2015

> different reasons for doing what you’re doing> different budgets> different technologies> different stakeholders> different funders> different relationships

… and different objects…

Every single scenario is different

Making the decision //

Page 52: Getting collections online

nice people talking sense about the web | [email protected] | 0800 808 54 38 | © Thirty8 Digital 2015

…there are five principles, no matter what you have

But…

Making the decision //

Page 53: Getting collections online

nice people talking sense about the web | [email protected] | 0800 808 54 38 | © Thirty8 Digital 2015

> Know why you’re doing what you’re doing> Think about what “success” is> Know how to measure this> Try and put yourself in a position where you can fund any changes that are needed> Fail, quickly

Principle #1: Be strategic

Making the decision //

Page 54: Getting collections online

nice people talking sense about the web | [email protected] | 0800 808 54 38 | © Thirty8 Digital 2015

where are you now?

where do you want to be?

how do you know when you get there?

what should you change next time?

Making the decision //

Principle #1: Be strategic

Page 55: Getting collections online

nice people talking sense about the web | [email protected] | 0800 808 54 38 | © Thirty8 Digital 2015

> “Can I get my data in and out again in a useful format?”> “Is my content backed up?”> “What ongoing costs - licensing, hosting, updates - are there?”> “What standards are being applied?”> “What other risks are there?”> “How are these risks being mitigated?”

Principle #2: Always know the answers to fundamental questions

Making the decision //

Page 56: Getting collections online

nice people talking sense about the web | [email protected] | 0800 808 54 38 | © Thirty8 Digital 2015

> Open data formats - XML, JSON, etc> Open Source> Open and transparent development roadmap> Open relationships with tech partners

Making the decision //

Principle #3: Understand the power of “open” as an ideal

Page 57: Getting collections online

nice people talking sense about the web | [email protected] | 0800 808 54 38 | © Thirty8 Digital 2015

> Some kind of bespoke-ness is probably unavoidable if you want a solution that fits you…> …but beware systems that have been built from the ground up by an individual or vendor> …think about what would happen if that person or company ceased to exist. If you’re happy with the answer, that’s ok.

Making the decision //

Principle #4: Be wary of bespoke

“Our web developer built us this collections site which was fine for a while but now he’s got married and moved to Australia and is giving up web work. We don’t have any documentation or knowledge about how it works. Can you help us?”

Page 58: Getting collections online

nice people talking sense about the web | [email protected] | 0800 808 54 38 | © Thirty8 Digital 2015

> Putting 10 or 100 really good, really well written, detailed records online is probably better than 10,000 which aren’t any good…> …depending on your audience…> A phased approach is good> Don’t underestimate the power of images!

Making the decision //

Principle #5: Be measured

Page 59: Getting collections online

nice people talking sense about the web | [email protected] | 0800 808 54 38 | © Thirty8 Digital 2015

Number of object records

Qu

ali

ty o

f re

cord

xNational Museums

Users want this

Museums (Funders?) want this

Page 60: Getting collections online

nice people talking sense about the web | [email protected] | 0800 808 54 38 | © Thirty8 Digital 2015

Making the decision //

Don’t be afraid to ask! Lots of people have done this or are trying to do it…

> Ask vendors and anyone else you do work with> Ask your colleagues> Ask the internet> Ask special interest groups like MCG or MCN> Ask me :-)

Page 61: Getting collections online

nice people talking sense about the web | [email protected] | 0800 808 54 38 | © Thirty8 Digital 2015

Thanks…

Any thoughts, questions, etc…?

@m1ke_ellis

[email protected]

thirty8.co.uk