understanding collections management

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UNDERSTANDING COLLECTIONS MANAGEMENT 17.03.09

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Lesson plan and related slides from a half-day teaching session for a set of students at University College, London. The lesson covers a basic introduction to the principles and practice of professional museum, archive and library Collections Management

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Page 1: Understanding Collections Management

UNDERSTANDING COLLECTIONS MANAGEMENT

17.03.09

Page 2: Understanding Collections Management

IntroductionsIntroductions

Who are you?

What is your background/profession?

What do you want to get out of today?

Page 3: Understanding Collections Management

IntroductionsIntroductions

Nick Poole

CEO of the Collections Trust

UK representative for Culture within the EC

Councillor of the Museums Association

Adviser to UK & international Govt agencies

Lecturer in Museum Studies

Financial Services background

Page 4: Understanding Collections Management

About the Collections TrustAbout the Collections Trust

Independent UK Charity

Campaigning for the public right to access and engage with Collections by:

•Promoting Best Practice•Encouraging Innovation•Representing the Interest of the Sector

17 staff

Based in London Bridge

30 years old last year

Page 5: Understanding Collections Management

StructureStructure

Session 1. What is Collections Management?

Session 2. Why do we do it?

BREAK

Session 3. How do organisations Manage Collections?

Session 4. Collections and Information

Q&A

Page 6: Understanding Collections Management

OutcomesOutcomes

By the end of the lecture, you will:

•Understand the professional discipline of Collections Management

•Understand the main outcomes of managing Collections

•Have an overview of Collections Management systems & processes

•Gain an insight into the link between Collections and Knowledge

Page 7: Understanding Collections Management

Session 1. What is Collections Management?Session 1. What is Collections Management?

Who needs to manage Collections?

Page 8: Understanding Collections Management

Who needs to manage Collections?Who needs to manage Collections?

• Museums• Archives• Libraries• Heritage sites• Historic Houses• Private individuals• Companies• Government departments

Essentially any individual or organisation with a legal responsibility for or ownership of a Collection, particularly where they intend to provide public access to that Collection.

Page 9: Understanding Collections Management

Session 1. What is Collections Management?Session 1. What is Collections Management?

What kinds of activity might you need to do to manage a Collection?

Page 10: Understanding Collections Management

Collections Management involves...Collections Management involves...

A wide range of related activities including:

•Collections development (acquisition, disposal, loan or transfer)

•Risk management (conservation, security, environmental control)

•Stock management (documentation, cataloguing, digitisation)

•Access management (interpretation, rights management, knowledge)

•Legal Compliance (evidence of ownership, good governance)

Page 11: Understanding Collections Management

Collections Trust/BSI Code of Practice for Collections ManagementCollections Trust/BSI Code of Practice for Collections Management

Organisation’s Mission StatementOrganisation’s Mission Statement

Collections Management PolicyCollections Management Policy

Collections DevelopmentCollections

DevelopmentCollections InformationCollections Information

Collections Access

Collections Access

CollectionsCare

CollectionsCare

Page 12: Understanding Collections Management

Session 1. What is Collections Management?Session 1. What is Collections Management?

Can you think of any other sector/industry that does a similar thing?

Page 13: Understanding Collections Management

Related practicesRelated practices

Almost every industry responsible for managing large bodies of material has a discipline which resembles Collections Management:

•Stock management in supermarkets•Inventory & Asset Registers in company finance•Supply Chain Logistics in retail & manufacturing•Knowledge Management in consulting•IP management in media agencies

Can you think of similar practices in your profession?

Page 14: Understanding Collections Management

Professional Collections ManagementProfessional Collections Management

Since 2001, Collections Management has emerged as a professional discipline in museums, archives and libraries.

Focussed on several professional standards:

•Museum Accreditation Scheme•SPECTRUM standard•Public Library Annual Statistics•Archival Inspections•BSI Code of Practice

All seeking to codify and standardise best practice.

Page 15: Understanding Collections Management

Session 2. Why do we Manage Collections?Session 2. Why do we Manage Collections?

What are the benefits of taking a professional approach to Collections Management?

Page 16: Understanding Collections Management

Benefits for the PublicBenefits for the Public

• Publicly-owned Collections are properly inventoried

• Collections are more secure and better looked-after

• Taxpayer money is better used

• Collections are more accessible and better-interpreted

Page 17: Understanding Collections Management

Benefits for the OrganisationBenefits for the Organisation

• Publicly-owned Collections are properly inventoried

• Organisations can be confident in what they hold and why

• Collections can be used more actively for display & education

• Organisations can take a more strategic, planned approach

• Investment can be better-targeted and have greater impact

Page 18: Understanding Collections Management

Striking a balanceStriking a balance

Effective Collections Management is primarily a question of balance:

•Between access and preservation

•Between cost and public value

•Between short, medium and long-term

Page 19: Understanding Collections Management

StructureStructure

Session 1. What is Collections Management?

Session 2. Why do we do it?

BREAK

Session 3. How do organisations Manage Collections?

Session 4. Collections and Information

Q&A

Page 20: Understanding Collections Management

Session 3. How do organisations Manage CollectionsSession 3. How do organisations Manage Collections

If Collections Management combines collections development, information, access and care, what do you think you need in order to do it?

Page 21: Understanding Collections Management

Resourcing Collections ManagementResourcing Collections Management

• People• Premises• Strategic Plan• Procedures/processes• Systems (physical)• Systems (digital)• Expertise• Money

It is possible to run a perfectly adequate Collections Management System using a piece of card and some coloured string...the primary requirements are consistency and communication.

Page 22: Understanding Collections Management

Session 3. How do organisations Manage CollectionsSession 3. How do organisations Manage Collections

What components do you think a Collections Management System needs to have?

Page 23: Understanding Collections Management

Key elements of a Collections Management SystemKey elements of a Collections Management System

Some way of associating an object with the knowledge about that object

•The object is labelled, marked or put into a labelled container

•That label is numbered using a unique & consistent system

•That number corresponds to a piece of information such as a database record

Some way of searching, editing, adding to or generally interacting with the information about a particular object.

Additional systems to support particular functions such as loans or particular processes

Page 24: Understanding Collections Management

Key processes in Managing a CollectionKey processes in Managing a Collection

• Object Entry, Selection, Acquisition• Loans In and Out, Location, Movement & Control, Transport• Condition Checking• Conservation & Risk Management• Security, Insurance & Indemnity Management• Cataloguing• Audit • Rights Management• Deaccession and Disposal

All of which need to be documented in order to provide an audit trail.

Page 25: Understanding Collections Management

Session 4. Collections and InformationSession 4. Collections and Information

Given the role played by Collections Management, can you suggest different kinds of information which you need to record about Collections?

Page 26: Understanding Collections Management

Information typesInformation types

• Stock control (location)• Interpretive information (narratives)• Legal information (ownership of title, rights information)• Financial information (valuations)• Access information (conditions of use)• Visual information (photographs)• Management information (specific requirements)• Significance information• Information about previous treatment• Information about previous uses

The whole of Collections Management depends on effective Information Management.

Page 27: Understanding Collections Management

Session 4. Collections and InformationSession 4. Collections and Information

What do you think are the main challenges confronting an organisation in managing this information?

Page 28: Understanding Collections Management

ChallengesChallenges

• Time• Money• People• Expertise

A reasonably-sized collection will contain 50,000 to 100,000 unique objects. Some will hold many millions.

There isn’t sufficient capacity to record full information about every collection.

You have to prioritise based on (a) what’s important and (b) what you know people will want access to.

Page 29: Understanding Collections Management

Future horizonsFuture horizons

• With the rise in User Generated Content and consumers, we have to find ways of capturing a wider range of voices using existing systems.

• With the growth of the Internet, we are being required to publish management information online for users to search.

• With reductions in funding, there is a strong impetus to rationalise collections, reduce staff and make processes more efficient.

• Access to technologies for mass-digitisation is creating a whole new kind of digital collection, which also needs to be managed!

Page 30: Understanding Collections Management

Q&AQ&A

Now you know more about Collections Management, what do you think are the main obstacles facing the profession?

Page 31: Understanding Collections Management

Q&AQ&A

Any questions!

Page 32: Understanding Collections Management

Key URLsKey URLs

www.collectionslink.org.uk

www.collectionstrust.org.uk

www.culturalpropertyadvice.gov.uk

www.bsi.org.uk

www.museumsassociation.org