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Working smarter, not harder 
RAMM, 31st October 2014
I’m Nick Poole 
CEO of the Collections Trust, 
responsible for around 
EUR19m in digital 
programmes in museums, 
archives and libraries
The Collections Trust is... 
...the professional association 
for people who work in 
Collections Management
Collections Management is... 
...the strategies, policies, 
processes and procedures 
relating to a collection’s 
development, information, 
access and care
Going Digital 
• Collections Trust programme supported by the Arts Council England 
• ‘Back-to-basics’ on IT in museums 
• Launch event at Tyne & Wear Museums & Archives, 17th November 
• Free ‘How to...’ guide on implementing a simple IT audit 
• How to choose, implement & upgrade databases 
• Digitisation & Digital Asset Management 
• Generating revenue from digital 
• http://www.collectionstrust.org.uk/going-digital
Digitisation: A Simple Guide 
• New free guide by Natasha Hutcheson for Collections Trust 
• Available from www.collectionstrust.org.uk 
– Deciding to digitise 
– Deciding what to digitise 
– Choosing a camera 
– Choosing a scanner 
– A basic digitisation setup 
– Taking good photographs 
– Budgeting for digitisation 
– Glossary of terms
Digital... 
...the single most unhelpful, 
catch-all term in the history of 
museums.
Digital? 
• Someone entering University this year was born in the same year (1996) 
that the Netscape browser was launched 
• They’ll have been 11 when the app economy began, and they’ll have been 
15 when Apple sold the 100 millionth iPad. There is no ‘online’ or ‘IRL’ for 
these people, no ‘digital’ or ‘physical’, it’s just life 
• Their expectations in terms of value, interactivity, usability, quality and 
responsiveness & cross-platform compatibility have been forged in a 
highly competitive consumer environment 
• What we’re working on is how you remain relevant, attractive and 
sustainable in light of the profound social & cultural changes happening in 
the wake of digital innovation
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...)
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
Brand 
• Pretty much every museum that succeeds in harnessing technology to 
their mission has a clear connection to their brand & its underlying values 
• The 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 
• Success in harnessing the power of any form of digital engagement means 
creating a ‘voice’ that is authentic to your brand 
• 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
Culture change 
• A digital culture will get you through times of no strategy (or money) 
better than a digital strategy will get you through times of no culture 
• ‘Digital’ is not a project, or a set of activities at the periphery 
• It’s a process of ongoing culture change, embracing risk, agility, 
enterprise, experimentation and partnership – stuff museum Trustees 
really love 
• Become a digital organisation – build it in, don’t bolt it on!
The ‘traditional’ museum... 
Most cultural organisations operate in ‘vertical’ silos 
Education Management Collections Retail IT
The ‘responsive’ museum...
Content Strategy 
70’s “Collect Everything”
Content Strategy 
70’s “Collect Everything” 
80’s “Document Everything”
Content Strategy 
70’s “Collect Everything” 
80’s “Document Everything” 
90’s “Digitise Everything”
Content Strategy 
70’s “Collect Everything” 
80’s “Document Everything” 
90’s “Digitise Everything” 
20’s “Publish Everything”
Content Strategy 
70’s “Collect Everything” 
80’s “Document Everything” 
90’s “Digitise Everything” 
20’s “Publish Everything” 
10’s “Open Everything”
Content Strategy 
70’s “Collect Everything” 
80’s “Document Everything” 
90’s “Digitise Everything” 
20’s “Publish Everything” 
10’s “Open Everything” 
... “Curate Everything”
Content Strategy 
70’s “Collect Everything” 
80’s “Document Everything” 
90’s “Digitise Everything” 
20’s “Publish Everything” 
10’s “Open Everything” 
2014 “Curate Everything” 
20’s “Everything Everywhere”
Content Strategy 
• “If you build it, they won’t necessarily come” 
• Collections-based content adds depth & value to the web/mobile 
experience 
• As far as possible, the strategy needs to be designed around the needs 
and expectations of the specific audiences 
• What you share, and how openly you share it, depends on the use cases 
you want to support & the relationship you want to have with your 
visitors
HRP Strategic Planning 
VISITOR JOURNEY 
7 ‘personas’ 
ANALYTICS & CUSTOMER DATA ASSET MANAGEMENT 
IT INFRASTRUCTURE 
CHANGE PROGRAMME
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.
The key challenge for collections 
is to find ways of enhancing and 
extending the user journey so 
that people are: 
•More likely to discover the 
museum 
•More likely to engage with the 
museum 
•More likely to develop a lasting 
relationship with the museum
‘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
COPE in practice, from this... 
BYOD PLATFORMS 
COLLECTIONS 
DOCUMENTATION 
COLLECTIONS 
DOCUMENTATION 
Social 
media 
DIGITAL ASSET 
MANAGEMENT 
DIGITAL ASSET 
MANAGEMENT 
INFORMATION / 
INFORMATION / 
RECORDS 
RECORDS 
USER CHANNELS & 
SYSTEMS OF 
ENGAGEMENT 
SYSTEMS OF RECORD 
Museum 
website 
Gallery 
interactives 
Aggregators
To this...
Digital sustainability 
• ‘Digital’ is not a business model 
• There are three main patterns: 
– Find a way of getting people to pay for your digital content 
– Give your digital content to someone else to sell (eg. picture libraries) 
– Make use of your digital content to funnel more people at your 
existing business model (merchandising, retail, event hire, donations) 
• The critical finding for your line-manager is that if they don’t invest, you 
can’t deliver
Digital rights 
• From risk-averse to managed risk 
• A solid ‘take down first, figure it out later’ policy is your friend! 
• New indemnity for Orphan Works, but still too expensive for most 
• Changes to UK copyright law on 1st October provide specific exceptions for 
museums which permit copying for preservation & format-shifting 
• Don’t let the problem get any worse – capture rights information on an 
ongoing basis (SPECTRUM Rights Management procedure is a good place 
to start)
Thankyou! 
www.slideshare.net/collectionstrust 
www.collectionstrust.org.uk 
@NickPoole1 
@CollectionTrust

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Working smarter, not harder with #digital in museums

  • 1. Working smarter, not harder RAMM, 31st October 2014
  • 2. I’m Nick Poole CEO of the Collections Trust, responsible for around EUR19m in digital programmes in museums, archives and libraries
  • 3. The Collections Trust is... ...the professional association for people who work in Collections Management
  • 4. Collections Management is... ...the strategies, policies, processes and procedures relating to a collection’s development, information, access and care
  • 5. Going Digital • Collections Trust programme supported by the Arts Council England • ‘Back-to-basics’ on IT in museums • Launch event at Tyne & Wear Museums & Archives, 17th November • Free ‘How to...’ guide on implementing a simple IT audit • How to choose, implement & upgrade databases • Digitisation & Digital Asset Management • Generating revenue from digital • http://www.collectionstrust.org.uk/going-digital
  • 6. Digitisation: A Simple Guide • New free guide by Natasha Hutcheson for Collections Trust • Available from www.collectionstrust.org.uk – Deciding to digitise – Deciding what to digitise – Choosing a camera – Choosing a scanner – A basic digitisation setup – Taking good photographs – Budgeting for digitisation – Glossary of terms
  • 7. Digital... ...the single most unhelpful, catch-all term in the history of museums.
  • 8. Digital? • Someone entering University this year was born in the same year (1996) that the Netscape browser was launched • They’ll have been 11 when the app economy began, and they’ll have been 15 when Apple sold the 100 millionth iPad. There is no ‘online’ or ‘IRL’ for these people, no ‘digital’ or ‘physical’, it’s just life • Their expectations in terms of value, interactivity, usability, quality and responsiveness & cross-platform compatibility have been forged in a highly competitive consumer environment • What we’re working on is how you remain relevant, attractive and sustainable in light of the profound social & cultural changes happening in the wake of digital innovation
  • 9. 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...)
  • 10. 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
  • 11. Brand • Pretty much every museum that succeeds in harnessing technology to their mission has a clear connection to their brand & its underlying values • The 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 • Success in harnessing the power of any form of digital engagement means creating a ‘voice’ that is authentic to your brand • 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
  • 12. Culture change • A digital culture will get you through times of no strategy (or money) better than a digital strategy will get you through times of no culture • ‘Digital’ is not a project, or a set of activities at the periphery • It’s a process of ongoing culture change, embracing risk, agility, enterprise, experimentation and partnership – stuff museum Trustees really love • Become a digital organisation – build it in, don’t bolt it on!
  • 13. The ‘traditional’ museum... Most cultural organisations operate in ‘vertical’ silos Education Management Collections Retail IT
  • 15. Content Strategy 70’s “Collect Everything”
  • 16. Content Strategy 70’s “Collect Everything” 80’s “Document Everything”
  • 17. Content Strategy 70’s “Collect Everything” 80’s “Document Everything” 90’s “Digitise Everything”
  • 18. Content Strategy 70’s “Collect Everything” 80’s “Document Everything” 90’s “Digitise Everything” 20’s “Publish Everything”
  • 19. Content Strategy 70’s “Collect Everything” 80’s “Document Everything” 90’s “Digitise Everything” 20’s “Publish Everything” 10’s “Open Everything”
  • 20. Content Strategy 70’s “Collect Everything” 80’s “Document Everything” 90’s “Digitise Everything” 20’s “Publish Everything” 10’s “Open Everything” ... “Curate Everything”
  • 21. Content Strategy 70’s “Collect Everything” 80’s “Document Everything” 90’s “Digitise Everything” 20’s “Publish Everything” 10’s “Open Everything” 2014 “Curate Everything” 20’s “Everything Everywhere”
  • 22. Content Strategy • “If you build it, they won’t necessarily come” • Collections-based content adds depth & value to the web/mobile experience • As far as possible, the strategy needs to be designed around the needs and expectations of the specific audiences • What you share, and how openly you share it, depends on the use cases you want to support & the relationship you want to have with your visitors
  • 23. HRP Strategic Planning VISITOR JOURNEY 7 ‘personas’ ANALYTICS & CUSTOMER DATA ASSET MANAGEMENT IT INFRASTRUCTURE CHANGE PROGRAMME
  • 24. 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.
  • 25. The key challenge for collections is to find ways of enhancing and extending the user journey so that people are: •More likely to discover the museum •More likely to engage with the museum •More likely to develop a lasting relationship with the museum
  • 26. ‘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
  • 27. COPE in practice, from this... BYOD PLATFORMS COLLECTIONS DOCUMENTATION COLLECTIONS DOCUMENTATION Social media DIGITAL ASSET MANAGEMENT DIGITAL ASSET MANAGEMENT INFORMATION / INFORMATION / RECORDS RECORDS USER CHANNELS & SYSTEMS OF ENGAGEMENT SYSTEMS OF RECORD Museum website Gallery interactives Aggregators
  • 29. Digital sustainability • ‘Digital’ is not a business model • There are three main patterns: – Find a way of getting people to pay for your digital content – Give your digital content to someone else to sell (eg. picture libraries) – Make use of your digital content to funnel more people at your existing business model (merchandising, retail, event hire, donations) • The critical finding for your line-manager is that if they don’t invest, you can’t deliver
  • 30. Digital rights • From risk-averse to managed risk • A solid ‘take down first, figure it out later’ policy is your friend! • New indemnity for Orphan Works, but still too expensive for most • Changes to UK copyright law on 1st October provide specific exceptions for museums which permit copying for preservation & format-shifting • Don’t let the problem get any worse – capture rights information on an ongoing basis (SPECTRUM Rights Management procedure is a good place to start)