museum policy in the uk

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Policies for cultural heritage Nick Poole, CEO, Collections Trust Belo Horizonte, August 2014

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Presentation to the international conference on Preservation and Documentation in Belo Horizonte, Brazil

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Page 1: Museum Policy in the UK

Policies for cultural heritage

Nick Poole, CEO, Collections TrustBelo Horizonte, August 2014

Page 2: Museum Policy in the UK

• Chief Executive Officer of the Collections Trust

• Former Chair of ICOM UK

• Currently Chair of the Europeana Network

• Trained as a professional artist

•CEO of Collections Trust

•Former Chair, ICOM UK

•Chair, Europeana Network

•Policy adviser to UK Govt

•Trained as an artist

•CEO of Collections Trust

•Former Chair, ICOM UK

•Chair, Europeana Network

•Policy adviser to UK Govt

•Trained as an artist

Page 3: Museum Policy in the UK

Collections Trust

Independent UK-based not-for-profit organisation working with more than 20,000 museums worldwide

Established January 1977 as the Museum Documentation Association

A professional association for people working in Collections Management

Page 4: Museum Policy in the UK
Page 5: Museum Policy in the UK
Page 6: Museum Policy in the UK

www.collectionstrust.org.uk

Page 7: Museum Policy in the UK

United Kingdom

• A federation of four countries:

– England – Scotland– Wales– Northern Ireland

• Population 62.23m

• An aging population

• 99% literacy above age 15

Page 8: Museum Policy in the UK

UK Museum Community

• The Museums Association provides a widely-accepted definition of a museum that is different from the ICOM definition:

– 'Museums enable people to explore collections for inspiration, learning and enjoyment. They are institutions that collect, safeguard and make accessible artefacts and specimens, which they hold in trust for society.'

• This definition includes art galleries with collections of works of art, as well as museums with historical collections of objects.

Page 9: Museum Policy in the UK

UK Museum Community

• 2,500 museums or museum-like organisations

• 1883 currently recognised under the Museum Accreditation Scheme

• Partly funded by Government, partly by private enterprise

• Majority of UK museums have free admission, but charge for exhibitions & services

Page 10: Museum Policy in the UK

UK Museum Community

• Separate ‘museum communities’

– National museums– Independent museums– Local Government museums– University museums– Sites and monuments– Historic houses, gardens & castles– Historic coastline– Regimental museums– Royal Palaces

Page 11: Museum Policy in the UK

The legal environment for heritage in the UK

Page 12: Museum Policy in the UK

Law and heritage

• No overall ‘Museum Law’

• Public Libraries and Museums Act 1964

– Established the British Library and National Museums– Makes no specific provision for local or provincial museums

• UK has not ratified the 1954 Hague Convention on Cultural Property protection

• Some protection for designated ‘heritage assets’

Page 13: Museum Policy in the UK

The cultural heritage policy environment

Page 14: Museum Policy in the UK
Page 15: Museum Policy in the UK
Page 16: Museum Policy in the UK

FUNDINGFUNDING

Page 17: Museum Policy in the UK

Heritage Policy: Education

• Supporting a National Curriculum

• School-level education

• Promoting basic skills (literacy, numeracy, digital literacy)

• Encouraging more people to enter higher education

• Supporting ‘learning outside the classroom’

• National policy on ‘cultural education’

Page 18: Museum Policy in the UK

Heritage Policy: Health

• Promoting ‘wellbeing’ as part of public health

• Reducing healthcare spending through public education

• Connecting cultural participation to health

• Specific actions to support care for specific health issues

Page 19: Museum Policy in the UK

Heritage Policy: Tourism

• Tourism worth £127bn per year (approx. 9% of GDP)

• 195,000 full-time jobs across the UK

• Heritage contributes to ‘soft diplomacy’ (Britain’s ‘brand’ worldwide)

• 40% of inward visitors cite heritage as primary reason for visiting the UK

Page 20: Museum Policy in the UK

Heritage Policy: Community

• Very significant variance in living standards & opportunities between communities in the UK

• Improving cohesion and aspiration of communities through local heritage

• Direct funding through Heritage Lottery Fund into local heritage initiatives

• Strong heritage offer increases quality of life & property value and promotes reduction in crime & anti-social behaviour

Page 21: Museum Policy in the UK

Heritage Policy: Economy

• Crisis in 2008 & slow economic recovery linked to fiscal policy

• Very significant withdrawal of direct & indirect public funding for heritage

• Reducing state responsibility for heritage & replacing with private enterprise and philanthropy

• Lack of tax law resulting in low engagement from philanthropists

• Increased pressure on admission charges andcommercial activity

• Loss of ‘long-term’/capital funding replaced by short-term project funding

Page 22: Museum Policy in the UK

Heritage Policy: Digital

• Strong commitment to ‘Open Government’

• Belief in the economic potential of a ‘Digital Economy’

• Desire by Government to support innovation & digital skills

• Heritage seen primarily as a source of competitive content

• Improvements to copyright law to promote open access

Page 23: Museum Policy in the UK

Policy challenges

• Relatively little ability directly to influence public policy

• Creates an environment of short-term priorities

• ‘Social’ policies have given way to ‘economic’ policies

• Lack of perception of the ‘hidden’ aspects of heritage protection

• Diversity of the sector can create challenges in identifyingsimple policy messages

Page 24: Museum Policy in the UK

The connection between legal, ethical and professional practices

Page 25: Museum Policy in the UK
Page 26: Museum Policy in the UK

INSTITUTIONAL

PROFESSIONAL

LEGAL

Page 27: Museum Policy in the UK

AMOUNT OF TROUBLE YOU’LL

BE IN IF SOMEONE SCREWS UP

Page 28: Museum Policy in the UK

The arms-length principle

Page 29: Museum Policy in the UK

Government control/ regulation

Government control/ regulation Self-regulationSelf-regulation

Page 30: Museum Policy in the UK

Government control/ regulation

Government control/ regulation Self-regulationSelf-regulation

Advantages of self-regulation

•Leadership by the experts•Ability to respond quickly to emerging issues•Allocation of funding where it is needed

Page 31: Museum Policy in the UK

Government control/ regulation

Government control/ regulation Self-regulationSelf-regulation

Advantages of self-regulation

•Leadership by the experts•Ability to respond quickly to emerging issues•Allocation of funding where it is needed

Disadvantages of self-regulation

•Lack of direct Government support•Difficulty in securing national funding•Prone to governance by cabal

Page 32: Museum Policy in the UK

‘Social’ policy agendas affecting heritage

Page 33: Museum Policy in the UK

‘Social’ policy context

• Article 27 of the Universal Declaration of Human Rights

• “Everyone has the right freely to participate in the cultural life of the community, to enjoy the arts and share in scientific advancement and its benefits”

• FARO Convention on Cultural Heritage

• “The conservation of cultural heritage and its sustainable use have quality of life and human development as their goal”

• “Promote the role of cultural heritage in the construction of a peaceful and democratic society and in the process of sustainable development and the promotion of cultural diversity”

Page 34: Museum Policy in the UK

‘Social’ policy context

• Increased emphasis on participatory culture

• Changing practice to emphasise shared rights and responsibilities (the principles of the Cultural Commons)

• Embracing the practices of the ‘Wiki’ community

• Emphasising policies on open access, sharing of content and distributed authority

• Compatible with the ‘cultural mission’ but not the economic one!

• Moving towards user-centred design in the development of heritage services

Page 35: Museum Policy in the UK
Page 36: Museum Policy in the UK

Ethical codes for heritage management & preservation

Page 37: Museum Policy in the UK

Ethical codes for heritage

• ICOM Code of Ethics

• Museums Association Code of Ethics

• Informal/professional deontology (the way we work)

Page 38: Museum Policy in the UK

Professional standards for heritage management

Page 39: Museum Policy in the UK

Museum Accreditation

• National ‘minimum’ standard for museums administered by the Arts Council England on behalf of the Ministry for Culture

• Encourages museums to achieve common standards in:

• How they are run• How they manage their collections• The visitor experience

• Encourages confidence in museums that are run for the benefit of the public

• Requirements:

• Complies with MA Code of Ethics• Holds a long-term collection• Meet legal, ethical, professional & environmental requirements• Be committed to forward planning

Page 40: Museum Policy in the UK

Accreditation & Collections

• Museum Accreditation Standard requires the 8 ‘primary procedures’ of SPECTRUM:

Page 41: Museum Policy in the UK

SPECTRUM Standard

• International standard for Collections Management

• Two parts:

• Procedural Standard – setting out flow charts of common museum processes

• Data Standard – setting out common sets of information needed to manage the collection

• Used in 25,000 museums in 40 countries and 8 languages worldwide

• Not a prescriptive standard

• Launched in Brazil this week!

Page 42: Museum Policy in the UK

UsersUsers PoliticsPolitics FundingFunding CultureCulture

Page 43: Museum Policy in the UK

Organisation’s Mission StatementOrganisation’s Mission Statement

UsersUsers PoliticsPolitics FundingFunding CultureCulture

Page 44: Museum Policy in the UK

Organisation’s Mission StatementOrganisation’s Mission Statement

Collections Management PolicyCollections Management Policy

UsersUsers PoliticsPolitics FundingFunding CultureCulture

Page 45: Museum Policy in the UK

Organisation’s Mission StatementOrganisation’s Mission Statement

Collections Management PolicyCollections Management Policy

CareCare UseUse LearnLearn DevelopDevelop

UsersUsers PoliticsPolitics FundingFunding CultureCulture

Page 46: Museum Policy in the UK

Organisation’s Mission StatementOrganisation’s Mission Statement

Collections Management PolicyCollections Management Policy

CareCare UseUse LearnLearn DevelopDevelop

UsersUsers PoliticsPolitics FundingFunding CultureCulture

PeoplePeople ProcessesProcesses SystemsSystems InfoInfo

Page 47: Museum Policy in the UK

Organisation’s Mission StatementOrganisation’s Mission Statement

Collections Management PolicyCollections Management Policy

CareCare UseUse LearnLearn DevelopDevelop

UsersUsers PoliticsPolitics FundingFunding CultureCulture

PeoplePeople ProcessesProcesses SystemsSystems InfoInfo

Evaluation & improvementEvaluation & improvement

Page 48: Museum Policy in the UK

Organisation’s Mission StatementOrganisation’s Mission Statement

Collections Management PolicyCollections Management Policy

CareCare UseUse LearnLearn DevelopDevelop

UsersUsers PoliticsPolitics FundingFunding CultureCulture

PeoplePeople ProcessesProcesses SystemsSystems InfoInfo

Evaluation & improvementEvaluation & improvement

Rich, meaningful experiences for usersRich, meaningful experiences for users

Page 49: Museum Policy in the UK

Organisation’s Mission StatementOrganisation’s Mission Statement

Collections Management PolicyCollections Management Policy

CareCare UseUse LearnLearn DevelopDevelop

UsersUsers PoliticsPolitics FundingFunding CultureCulture

PeoplePeople ProcessesProcesses SystemsSystems InfoInfo

Evaluation & improvementEvaluation & improvement

Rich, meaningful experiences for usersRich, meaningful experiences for users

A continuous cycle of

improvement,

learning, review,

planning and

development

A continuous cycle of

improvement,

learning, review,

planning and

development

Page 50: Museum Policy in the UK

Organisation’s Mission StatementOrganisation’s Mission Statement

Collections Management PolicyCollections Management Policy

CareCare UseUse LearnLearn DevelopDevelop

UsersUsers PoliticsPolitics FundingFunding CultureCulture

PeoplePeople ProcessesProcesses SystemsSystems InfoInfo

Evaluation & improvementEvaluation & improvement

Rich, meaningful experiences for usersRich, meaningful experiences for users

Page 51: Museum Policy in the UK

Core elements of SPECTRUM

• SPECTRUM helps museums review their work with their collections, celebrate good practice and identify opportunities to improve!

• SPECTRUM Standard including translations/ localisations, SPECTRUM Digital Asset Management, the SPECTRUM Schema and the Archive of previous versions of SPECTRUM

• SPECTRUM Labs, including new ideas and potential applications of the SPECTRUM Standard

• SPECTRUM Resources which support the application of the standard

• SPECTRUM Community which includes anyone who uses the standard nationally or internationally

Page 52: Museum Policy in the UK

STANDARD

WORLDWIDE COMMUNITY (25,000)

COMPLIANCE(17)

GUIDANCEPDF/XML/PRINT+ SCHEMA

NEW IDEAS

Page 53: Museum Policy in the UK

Policies and practices in digitisation and online access

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MISSION

Page 56: Museum Policy in the UK

MISSION

POLICIES & PLANS

Page 57: Museum Policy in the UK

MISSION

POLICIES & PLANS

FACILITIES

Page 58: Museum Policy in the UK

MISSION

POLICIES & PLANS

COLLECTIONS

FACILITIES

Page 59: Museum Policy in the UK

MISSION

POLICIES & PLANS

COLLECTIONS

FACILITIES

STAFF

Page 60: Museum Policy in the UK

MISSION

POLICIES & PLANS

COLLECTIONS

FACILITIES

STAFF

SERVICES

Page 61: Museum Policy in the UK

MISSION

POLICIES & PLANS

COLLECTIONS

FACILITIES

STAFF

SERVICES

BUSINESS MODEL

Page 62: Museum Policy in the UK

MISSION

POLICIES & PLANS

COLLECTIONS

FACILITIES

STAFF

SERVICES

BUSINESS MODEL

COMMUNICATIONS

Page 63: Museum Policy in the UK

MISSION

POLICIES & PLANS

COLLECTIONS

FACILITIES

STAFF

SERVICES

BUSINESS MODEL

COMMUNICATIONS

CULTURE

Page 64: Museum Policy in the UK

MISSION

POLICIES & PLANS

COLLECTIONS

FACILITIES

STAFF

SERVICES

BUSINESS MODEL

COMMUNICATIONS

CULTURE

DIGITAL!

Page 65: Museum Policy in the UK

Digitisation Strategy

• No national Digitisation Strategy in the UK

• ‘Let 1000 flowers bloom’ – the arms-length principle

• Developing common quality & technical standards

• Moving from ‘digitise everything’ to ‘create value’

• Away from mass-digitisation towards content curation

Page 66: Museum Policy in the UK

Create Once, Publish Everywhere (COPE)

• If the standards, systems, processes and structures of museum documentation are to meet the current and future needs of our audiences, we need approaches that are adaptable and scalable

• Designing scalable information systems in museums means ‘no single-use information’ – information that can be discovered, re-used and adapted to different needs, channels or experiences

• Instead of designing information around one specific use (collections management, documentation, mobile apps, websites, catalogues), we design information so that it can flow dynamically across different uses.

Page 67: Museum Policy in the UK

COPE in practice

(From a presentation by Paul Rowe, CEO, Vernon Systems)

Page 68: Museum Policy in the UK

COPE in practice

(From a presentation by Paul Rowe, CEO, Vernon Systems)

Page 69: Museum Policy in the UK

COPE in practice

(From a presentation by Paul Rowe, CEO, Vernon Systems)

Page 70: Museum Policy in the UK

Sharing simple information

(From a presentation by Paul Rowe, CEO, Vernon Systems)

Title

Description

Media

Web address

Sewing bag and contents

Sewing bag and contents; a mottled blue, felt bag with two short, plaited felt handles. Each side of the bag is decorated with applied felt flowers in pink and yellow. The bag is dated 1938. The bag contains many scraps of fabric; a plastic shoe horn; a matchbox; a baby's shoe and socks;

http://nzgirlhistory.net/object/32498/

Page 71: Museum Policy in the UK

Sharing on social sites

(From a presentation by Paul Rowe, CEO, Vernon Systems)

Page 72: Museum Policy in the UK

COPE is about structuring our knowledge so that it can be adapted dynamically to

the needs of different users across different platforms and for different uses,

now and in the future.

Page 73: Museum Policy in the UK

Institutional Policies

Page 74: Museum Policy in the UK

Institutional policies

• Forward Plan

• Collections Development

• Conservation Plan

• Fundraising Strategy

• Audience Development

• Education Policy

• Performance metrics

Page 75: Museum Policy in the UK

The problem of measurement

• Performance management and efficiency

• “How do you measure the value of something 6000 years old by the number of people who looked at it last year?”

• Can you create a definite link between investment in policies and practices and social/economic benefits?

Page 76: Museum Policy in the UK

Practical Guides

• A Practical Guide to Collections Management

• A Practical Guide to Documentation

• Both available from Collections Trust as books and e-books

• www.collectionstrust.org.uk/shop

Page 77: Museum Policy in the UK

Obrigado!

www.collectionstrust.org.uk@NickPoole1

These slides online at http://www.slideshare.net/collectionstrust