Difference between revisions of "Strategies for Advancing Hidden Collections"

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(Where to begin: Basics of project planning for GLAM organizations)
(Calculating processing time, staff time, and estimating supply costs)
 
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* Kelly Revak, Processing Archivist, Library of Congress
 
* Kelly Revak, Processing Archivist, Library of Congress
  
Additions to this library are welcome. Readers may contribute to its development by [https://wiki.diglib.org/index.php?title=Special:CreateAccount&returnto=Main+Page creating an account], or by sending suggestions to [mailto:cwilliford@clir.org Christa Williford] at CLIR.
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Additions to this library are welcome. Readers may contribute to its development by [https://wiki.diglib.org/index.php?title=Special:CreateAccount&returnto=Main+Page creating an account], or by sending suggestions to [mailto:cwilliford@clir.org Christa Williford] at CLIR. On June 19, 2017, CLIR held an "Ask the Experts" panel with project leaders during which they discussed common issues arising for people working with collections at small and under-resourced institutions. A recording of this session is available: http://clir.adobeconnect.com/p4vpre5njea5/
  
 
== Where to begin: Basics of project planning for GLAM organizations ==
 
== Where to begin: Basics of project planning for GLAM organizations ==
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Additional information on the January 11, 2017 webinar can be found [https://www.clir.org/hiddencollections/sahc/webinar1 here].
 
Additional information on the January 11, 2017 webinar can be found [https://www.clir.org/hiddencollections/sahc/webinar1 here].
  
A rough cut of the recording of this webinar is here:
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* Rough cut of the session recording: http://clir.adobeconnect.com/p1skqeqc76b/ (*Viewers have reported issues with connecting through some versions of the Google Chrome browser. In the event of technical difficulties, try an updated or alternative browser.)
http://clir.adobeconnect.com/p1skqeqc76b/.
+
* PowerPoint file for the speaker's presentation: https://www.clir.org/hiddencollections/sahc/sahc_webinar1_files/sahc_webinar1_slides/
 +
* Transcript of the presentation, including links to chat histories: https://www.clir.org/hiddencollections/sahc/sahc_webinar1_files/sahc_webinar1_transcript/
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** Chat 1, Key Elements of a Project: https://www.clir.org/hiddencollections/sahc/sahc_webinar1_files/sahc_webinar1_chat1/
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** Chat 2, Time to Catalog: https://www.clir.org/hiddencollections/sahc/sahc_webinar1_files/sahc_webinar1_chat2/
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** Chat 3, Project Management: https://www.clir.org/hiddencollections/sahc/sahc_webinar1_files/sahc_webinar1_chat3/
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* Evaluation: https://www.surveymonkey.com/r/L9CYDRQ
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Participants and viewers of the recording are encouraged to offer feedback through this evaluation:
 
Participants and viewers of the recording are encouraged to offer feedback through this evaluation:
 
https://www.surveymonkey.com/r/L9CYDRQ.
 
https://www.surveymonkey.com/r/L9CYDRQ.
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Jump to:
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[[#General|General]] | [[#Selecting the best collection management system|Selecting the best collection management system]] | [[#Collection Prioritization & Assessment|Collection Prioritization & Assessment]] | [[#Workflow|Workflow]] | [[#Project Management Tools|Project Management Tools]]
  
 
=== General ===
 
=== General ===
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* [http://www.techworld.com/picture-gallery/startups/10-best-free-project-management-software-programs-3625922/ 14 best free project management software programs 2016: Great project management software tools that don't cost a penny] - By Matt Egan and posted on TechWorld, includes software and brief explanations of each.
 
* [http://www.techworld.com/picture-gallery/startups/10-best-free-project-management-software-programs-3625922/ 14 best free project management software programs 2016: Great project management software tools that don't cost a penny] - By Matt Egan and posted on TechWorld, includes software and brief explanations of each.
 
* [http://www.projectsmart.com/project-management/introduction.php 21 Ways to Excel at Project Management] - A detailed step by step tool from ProjectSmart  for successful project management from beginning to end.
 
* [http://www.projectsmart.com/project-management/introduction.php 21 Ways to Excel at Project Management] - A detailed step by step tool from ProjectSmart  for successful project management from beginning to end.
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* [http://www.archivejournal.net/issue/3/notes-queries/teaching-librarians-project-management-new-expectations-for-the-digital-age/ Teaching Librarians & Project Management: New Expectations for the Digital Age] - An article by Caro Pinto in the Archives Journal Notes + Queries (Issue 3, Summer 2013) that addresses the changing nature of librarian training to include project management.
  
 
[[#toc|Table of Contents]]
 
[[#toc|Table of Contents]]
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Additional information on the January 18, 2017 webinar can be found [https://www.clir.org/hiddencollections/sahc/webinar2 here].
 
Additional information on the January 18, 2017 webinar can be found [https://www.clir.org/hiddencollections/sahc/webinar2 here].
  
The webinar recording can be accessed here when available.
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* Rough cut of the session recording: http://clir.adobeconnect.com/p6l7b7bu74m/ (*Viewers have reported issues with connecting through some versions of the Google Chrome browser. In the event of technical difficulties, try an updated or alternative browser.)
 +
* PowerPoint file for the speaker's presentation: https://www.clir.org/hiddencollections/sahc/sahc_webinar2_files/sahc_webinar2_slides
 +
* Transcript of the presentation, including links to chat histories: https://www.clir.org/hiddencollections/sahc/sahc_webinar2_files/sahc_webinar2_transcript/
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** Chat 1, Justifying the Existence of GLAMS: https://www.clir.org/hiddencollections/sahc/sahc_webinar2_files/sahc_webinar2_chat1/
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** Chat 2, What would you do differently?: https://www.clir.org/hiddencollections/sahc/sahc_webinar2_files/sahc_webinar2_chat2/
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** Chat 3, Not-Your-Usual Funding Sources: https://www.clir.org/hiddencollections/sahc/sahc_webinar2_files/sahc_webinar2_chat3/
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* Evaluation: https://www.surveymonkey.com/r/LC5M3B5
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Jump to:
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[[#General_2|General]] | [[#Buy-in from Board of Directors, Community, Volunteers|Buy-in from Board of Directors, Community, Volunteers]] | [[#Calculating processing time, staff time, and estimating supply costs|Calculating processing time, staff time, and estimating supply costs]] | [[#Communicating to people who need to approve the project|Communicating to people who need to approve the project]] | [[#Funding Sources and Grant Writing|Funding Sources and Grant Writing]]
  
 
=== General ===
 
=== General ===
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* [http://www.mapfornonprofits.org/resources/fund-development/ MAP Resources for Fund Development] - Resources from the [http://www.mapfornonprofits.org/ MAP for Nonprofits], serving nonprofits through provision of consulting and training.
 
* [http://www.mapfornonprofits.org/resources/fund-development/ MAP Resources for Fund Development] - Resources from the [http://www.mapfornonprofits.org/ MAP for Nonprofits], serving nonprofits through provision of consulting and training.
 
* [http://managementhelp.org/nonprofitfundraising/index.htm Free Management Library All About Nonprofit Fundraising Resources] - A extensive listing of resources for nonprofits from the [http://managementhelp.org/ Free Management Library], a service of Authenticity Consulting, LLC.
 
* [http://managementhelp.org/nonprofitfundraising/index.htm Free Management Library All About Nonprofit Fundraising Resources] - A extensive listing of resources for nonprofits from the [http://managementhelp.org/ Free Management Library], a service of Authenticity Consulting, LLC.
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* Nonprofit Sustainability: Making Strategic Decisions for Financial Viability - 2010 book by Jeanne Bell, Jan Masaoka, and Steve Zimmerman.
 +
** [https://ssir.org/book_reviews/entry/nonprofit_sustainability_jeanne_bell_jan_masaoka_steve_zimmerman 2011 Review] in the Stanford Social Innovation Review by Jim Schorr
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** [http://www.nonprofitsustainability.org/ The Sustainability Mindset] - A 2014 companion book by Jeanne Bell and Steve Zimmerman that offers a step-by-step guide and templates for moving nonprofits toward a sustainable model.
  
 
[[#toc|Table of Contents]]
 
[[#toc|Table of Contents]]
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* [http://www.marac.info/assets/documents/marac_technical_leaflet_2.pdf Computing the Total Cost of Archival Processing] - A technical leaflet by Thomas Wilsted produced by the Mid-Atlantic Regional Archives Conference ([http://www.marac.info/ MARAC]), 1989.
 
* [http://www.marac.info/assets/documents/marac_technical_leaflet_2.pdf Computing the Total Cost of Archival Processing] - A technical leaflet by Thomas Wilsted produced by the Mid-Atlantic Regional Archives Conference ([http://www.marac.info/ MARAC]), 1989.
 
* [http://library.gwu.edu/collections/digitize/cost-calculator George Washington University Digitization Cost Calculator] - (unavailable)
 
* [http://library.gwu.edu/collections/digitize/cost-calculator George Washington University Digitization Cost Calculator] - (unavailable)
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* [http://dashboard.diglib.org/ Digitization Cost Calculator] - A project of the [https://wiki.diglib.org/Assessment:Costs Digital Library Federation Assessment Interest Group’s working group on Cost Assessment] that uses community supplied data to help users estimate costs for digitization projects.
 
* [https://roseelr.files.wordpress.com/2014/04/cost-finding-rose.docx Cost Finding Exercise] - Word Document Download. An exercise by Elizabeth Rose completed during her masters work at Southern Connecticut State University. The exercise considers the direct and indirect costs of processing an archival collection and includes references for additional information.
 
* [https://roseelr.files.wordpress.com/2014/04/cost-finding-rose.docx Cost Finding Exercise] - Word Document Download. An exercise by Elizabeth Rose completed during her masters work at Southern Connecticut State University. The exercise considers the direct and indirect costs of processing an archival collection and includes references for additional information.
 
* [http://americanarchivist.org/doi/pdf/10.17723/aarc.58.1.h9847h1372211l75 Beneficial Shocks: The Place of Processing-Cost Analysis in Archival Administration] - Research article by Paul Ericksen and Robert Shuster from American Archivist, Winter 1995. Includes discussion of both theoretical analysis and practical application.
 
* [http://americanarchivist.org/doi/pdf/10.17723/aarc.58.1.h9847h1372211l75 Beneficial Shocks: The Place of Processing-Cost Analysis in Archival Administration] - Research article by Paul Ericksen and Robert Shuster from American Archivist, Winter 1995. Includes discussion of both theoretical analysis and practical application.
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* [http://nlcblogs.nebraska.gov/bigtalk/previous-conferences/2013-presentations/programming-on-a-shoestring-budget/ Programming on a Shoestring Budget] - Video presentation from David Mixdorf from South Sioux City Public Library (NE) presented in February 2013 for the Big Talk from Small Libraries online conference.
 
* [http://nlcblogs.nebraska.gov/bigtalk/previous-conferences/2013-presentations/programming-on-a-shoestring-budget/ Programming on a Shoestring Budget] - Video presentation from David Mixdorf from South Sioux City Public Library (NE) presented in February 2013 for the Big Talk from Small Libraries online conference.
 
* [http://www.wkkf.org/resource-directory/resource/2006/01/template-for-strategic-communications-plan Template for Strategic Communications Plan] - Practical template developed for use by the [http://www.wkkf.org/ W.K. Kellogg Foundation] including worksheets to develop a new plan.
 
* [http://www.wkkf.org/resource-directory/resource/2006/01/template-for-strategic-communications-plan Template for Strategic Communications Plan] - Practical template developed for use by the [http://www.wkkf.org/ W.K. Kellogg Foundation] including worksheets to develop a new plan.
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* [http://files.archivists.org/pubs/CampusCaseStudies/Case2Final.pdf Defining and Formalizing a Procedure for Archiving the Digital Version of the ''Schedule of Classes'' at the University of Michigan] - A 2008 case study from the Society of American Archivists (SAA) by Nancy Deromedi describing the process of forming an agreement between the university archive and registrar's office to continue the preservation of the schedule of classes after it moved to digital only.
  
 
[[#toc|Table of Contents]]
 
[[#toc|Table of Contents]]
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* [https://www.imls.gov/grants/available/museums-america IMLS Museums for America grant] - A grant program from the Institute of Museum and Library Services (IMLS) with the goal to "strengthen the ability of an individual museum to serve its public."
 
* [https://www.imls.gov/grants/available/museums-america IMLS Museums for America grant] - A grant program from the Institute of Museum and Library Services (IMLS) with the goal to "strengthen the ability of an individual museum to serve its public."
 
* [https://www.neh.gov/grants/preservation/preservation-assistance-grants-smaller-institutions NEH Preservation Assistance Grants (PAG)] - These PAG funds help small and mid-sized institutions improve their ability to preserve and care for significant historical collections.
 
* [https://www.neh.gov/grants/preservation/preservation-assistance-grants-smaller-institutions NEH Preservation Assistance Grants (PAG)] - These PAG funds help small and mid-sized institutions improve their ability to preserve and care for significant historical collections.
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* [https://www.neh.gov/grants/challenge/creating-humanities-communities Creating Humanities Communities] - A grant program from the NEH to help stimulate and proliferate meaningful humanities activities in underserved areas of the United States and territories. Limited geographic regions qualify.
 
* [http://www.connectingtocollections.org/funding-collections-care/ Connecting to Collections Care Funding for Collections Care] - A webinar recorded November 2010 presented by Debra Hess Norris and Lee Price. The webinar page also includes related books for additional resources.
 
* [http://www.connectingtocollections.org/funding-collections-care/ Connecting to Collections Care Funding for Collections Care] - A webinar recorded November 2010 presented by Debra Hess Norris and Lee Price. The webinar page also includes related books for additional resources.
 
* [http://www.connectingtocollections.org/fundraising-for-collections-care/ Connecting to Collections Care Fundraising for Collections Care] - A webinar series recorded in 2013 with sessions on Fundamentals, Finding Support, Cultivating Donors and Members, Writing Proposals, and Creative Fundraising. The series page includes additional links to resources, slides, and sample documents.
 
* [http://www.connectingtocollections.org/fundraising-for-collections-care/ Connecting to Collections Care Fundraising for Collections Care] - A webinar series recorded in 2013 with sessions on Fundamentals, Finding Support, Cultivating Donors and Members, Writing Proposals, and Creative Fundraising. The series page includes additional links to resources, slides, and sample documents.
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Additional information on the January 25, 2017 webinar can be found [https://www.clir.org/hiddencollections/sahc/webinar3 here].
 
Additional information on the January 25, 2017 webinar can be found [https://www.clir.org/hiddencollections/sahc/webinar3 here].
  
The webinar recording can be accessed here when available.
+
* Rough cut of the session recording: http://clir.adobeconnect.com/p2vkfvzxuqr/ (*Viewers have reported issues with connecting through some versions of the Google Chrome browser. In the event of technical difficulties, try an updated or alternative browser.)
 +
* PowerPoint file for the speaker's presentation: https://www.clir.org/hiddencollections/sahc/sahc_webinar3_files/sahc_webinar3_slides/
 +
* Transcript of presentation, including links to chat histories: https://www.clir.org/hiddencollections/sahc/sahc_webinar3_files/sahc_webinar3_transcript/
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** Chat 1, Strategies for Outreach to Students, Interns, and Volunteers: https://www.clir.org/hiddencollections/sahc/sahc_webinar3_files/sahc_webinar3_chat1/
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** Chat 2, Troubleshooting Concerns about Students, Interns, and Volunteers: https://www.clir.org/hiddencollections/sahc/sahc_webinar3_files/sahc_webinar3_chat2/
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* Evaluation: https://www.surveymonkey.com/r/JRXMV3F
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Jump to:
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[[#Teens and Student Workers|Teens and Student Workers]] | [[#Volunteers and Staff|Volunteers and Staff]] | [[#Celebrating Success|Celebrating Success]] | [[#Ethics of Hiring|Ethics of Hiring]]
  
 
=== Teens and Student Workers ===
 
=== Teens and Student Workers ===
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=== Volunteers and Staff ===
 
=== Volunteers and Staff ===
 
* [http://www.connectingtocollections.org/archivecollectionscare/ Connecting to Collections Care Staff and Volunteer Management for Collections Care] - Webinar 6 in the Collections Care Basics: Where Do I Begin? webinar series. Originally presented by Donia Conn in 2013. The webinar section contains links to the recording, PowerPoint presentation, and a number of additional readings and resources related to the topic.
 
* [http://www.connectingtocollections.org/archivecollectionscare/ Connecting to Collections Care Staff and Volunteer Management for Collections Care] - Webinar 6 in the Collections Care Basics: Where Do I Begin? webinar series. Originally presented by Donia Conn in 2013. The webinar section contains links to the recording, PowerPoint presentation, and a number of additional readings and resources related to the topic.
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* [http://www.slideshare.net/volunteermatch/creating-a-comprehensive-engaging-volunteer-training-program Creating a Comprehensive & Engaging Volunteer Training Program] - A 2013 SlideShare presentation by Jennifer Bennett and Matt Wallace. Hosted by VolunteerMatch Learning Center.
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* [http://files.archivists.org/pubs/free/Resources_for_Volunteers-Final-V3.pdf Resources for Volunteer Programs in Archives] - A 2012 joint publication, available as a PDF, from the National Archives and Records Administration (NARA) and the Society of American Archivist (SAA) that provides descriptions of volunteer projects undertaken at various archives as well as a "Tools Shared by Archives" section with examples of volunteer questionnaires and applications, volunteer standards of conduct,  volunteer handbook, and additional resources.
 
* [http://www.connectingtocollections.org/seeding-engagement-and-cultivating-volunteers-through-crowdsourcing/ Seeding Engagement and Cultivating Volunteers through Crowdsourcing] - A Connecting to Collections Care webinar originally presented in July 2016 by Meghan Ferriter. Dr. Ferriter shares the crowdsourcing experience of the [https://transcription.si.edu/ Smithsonian Transcription Center (TC)] and how their experience can be adapted to other projects.
 
* [http://www.connectingtocollections.org/seeding-engagement-and-cultivating-volunteers-through-crowdsourcing/ Seeding Engagement and Cultivating Volunteers through Crowdsourcing] - A Connecting to Collections Care webinar originally presented in July 2016 by Meghan Ferriter. Dr. Ferriter shares the crowdsourcing experience of the [https://transcription.si.edu/ Smithsonian Transcription Center (TC)] and how their experience can be adapted to other projects.
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* [http://www.infotoday.com/cilmag/oct14/Zastrow--Crowdsourcing-Cultural-Heritage.shtml Crowdsourcing Cultural Heritage: 'Citizen Archivists' for the future] - A 2014 article by Jan Zastrow published in Computers in Libraries (Vol. 34, No. 8, October 2014).
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* [http://alm.axiell.com/infographic-leveraging-volunteers-and-crowdsourcing-digitisation?utm_source=Axiell+ALM+-+Non-Customer+Newsletter&utm_campaign=6f296c7bbf-Prospect+Newsletter+February&utm_medium=email&utm_term=0_00e6b7cbf3-6f296c7bbf-143955453 Leveraging Volunteers and Crowdsourcing for Digitisation] - A February 2017 infographic that shares results of research conducted by [http://mcn.edu/ MCN] and [http://alm.axiell.com/ Axiell] involving over 100 Museums and Archives from around the world.
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* Examples of Crowdsourcing volunteer projects:
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** [https://www.flickr.com/photos/8623220@N02/ Library of Congress Flickr Feed]
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** [https://diyhistory.lib.uiowa.edu University of Iowa DIY History]
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** [https://transcription.si.edu Smithsonian Transcription Project]
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** [https://www.archives.gov/citizen-archivist/transcribe US National Archives - Citizen Archivist Transcription Project]
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* [http://oregonstate.edu/ua/ncs/archives/2010/feb/business-students-raise-funds-haiti-learn-value-%E2%80%98blitz-project%E2%80%99 Business students raise funds for Haiti, learn value of 'blitz project'] - A short 2010 article describing a blitz project by Oregon State University College of Business students.
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* Yellowstone National Park Blitz projects
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** [https://www.nps.gov/yell/blogs/Using-a-Team-Approach-to-Expose-Yellowstone-s-Hidden-Collections.htm Using a Team Approach to Expose Yellowstone's Hidden Collections] (July 10, 2014), by Anne Foster
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** [https://www.nps.gov/yell/blogs/Bringing-Yellowstone-Back-Home-Using-the-Archives-Blitz-as-a-Framework-for-Other-Institutions.htm Bringing Yellowstone Back Home: Using the Archives Blitz as a Framework for Other Institutions] (October 7, 2014), by Anna Trammell
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** [https://www.nps.gov/yell/blogs/Keys-to-a-Blissful-Blitz.htm Keys to a Blissful Blitz] (March 12, 2015), by Kiley Hayes
 
* [http://www.aam-us.org/resources/online-programs/human-resources-webinars Human Resources Recorded Webinars] - A series of webinars from the American Alliance of Museums ([http://www.aam-us.org/home AAM]) on a variety of topics related to staff and volunteers.
 
* [http://www.aam-us.org/resources/online-programs/human-resources-webinars Human Resources Recorded Webinars] - A series of webinars from the American Alliance of Museums ([http://www.aam-us.org/home AAM]) on a variety of topics related to staff and volunteers.
 
* [https://aamv.wildapricot.org/ American Association for Museum Volunteers (AAMV)] - An association supporting the museum volunteer management community. Their website includes some resources freely available to non-members.
 
* [https://aamv.wildapricot.org/ American Association for Museum Volunteers (AAMV)] - An association supporting the museum volunteer management community. Their website includes some resources freely available to non-members.
 
* [http://peabody.yale.edu/volunteer Volunteer Page for the Yale Peabody Museum of Natural History] - Provides an example of a well-designed volunteer page including a link to the Yale Peabody volunteer application.
 
* [http://peabody.yale.edu/volunteer Volunteer Page for the Yale Peabody Museum of Natural History] - Provides an example of a well-designed volunteer page including a link to the Yale Peabody volunteer application.
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** [http://peabody.yale.edu/sites/default/files/documents/volunteer/volunteer_application_form.pdf Yale Peabody Museum Volunteer application example]
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* [http://themuseum.org/sites/default/files/volunteeragreement.pdf Volunteer Code of Ethics and Professional Standards] - A standard from the [http://themuseum.org/ Alexandria Museum of Art] that can be used as a model for other institutions.
 
* [http://www.connectingtocollections.org/outreach/ Involving the Public in Your Preservation Efforts] - A Connecting to Collections Care webinar from 2013 showcasing work from a number of institutions in celebration of Preservation Week. The page contains links to referenced projects and resources.
 
* [http://www.connectingtocollections.org/outreach/ Involving the Public in Your Preservation Efforts] - A Connecting to Collections Care webinar from 2013 showcasing work from a number of institutions in celebration of Preservation Week. The page contains links to referenced projects and resources.
* [http://www2.archivists.org/standards/best-practices-for-volunteers-in-archives Best Practices for Volunteers in Archives] - A downloadable resource by the Society of American Archivists ([http://www2.archivists.org/ SAA].
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* [http://www2.archivists.org/standards/best-practices-for-volunteers-in-archives Best Practices for Volunteers in Archives] - A downloadable resource by the Society of American Archivists ([http://www2.archivists.org/ SAA]).
 
* [http://www.okmuseums.org/sites/oma2/uploads/documents/Technical_Bulletins/Technical_Bulletin_45_-_Creating_a_Successful_Volunteer_Program.pdf Building a successful museum volunteer services program] - A technical bulletin by Robbin Davis produced by the Oklahoma Museums Association (July 2007).
 
* [http://www.okmuseums.org/sites/oma2/uploads/documents/Technical_Bulletins/Technical_Bulletin_45_-_Creating_a_Successful_Volunteer_Program.pdf Building a successful museum volunteer services program] - A technical bulletin by Robbin Davis produced by the Oklahoma Museums Association (July 2007).
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* [http://www.wildapricot.com/blogs/newsblog/2015/05/13/top-challenges-with-volunteer-engagement-retention Top Challenges with Volunteer Engagement & Retention] - A 2015 post by Lori Halley on the [http://www.wildapricot.com/academy Wild Apricot Membership Academy] blog that discusses challenges and solutions to some of the most frequent volunteer issues. Also includes links to a Wild Apricot webinar on volunteers and other resources.
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* [http://www.wildapricot.com/academy/expert-webinar-series/converting-volunteers-from-joiners-to-stayers Converting Volunteers from Joiners to Stayers] - A 2015 webinar presented by Tobi Johnson as part of the Wild Apricot Expert Webinar Series.
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* [https://americanlibrariesmagazine.org/2016/05/31/recruiting-retaining-library-volunteers/ Recruiting and Retaining Volunteers] - A 2016 post by Kaitlin Throgmorton on the American Libraries blog.
 +
* [http://wikis.ala.org/professionaltips/index.php?title=Volunteers ALA Volunteers Wiki] - A wiki page from the American Library Association (ALA) that compiles a number of different resources about volunteers in libraries.
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* [http://www.alastore.ala.org/detail.aspx?ID=3069 Managing Library Volunteers, Second Edition] - A 2011 book by Preston Driggers and Eileen Dumas published by the American Library Association. Link goes to the book description in the ALA store.
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* [http://www.mcfarlandbooks.com/book-2.php?id=978-0-7864-9780-5 Library Volunteers Welcome! Strategies for Attracting, Retaining, and Making the Most of Willing Helpers] - A 2016 book edited by Carol Smallwood and Lura Sanborn (McFarland & Company). Link goes to the book description on the McFarland website.
 
* [https://www.taprootplus.org/ Taproot+] - A connection service claiming to be "the best way for nonprofits to find pro bono help and for skilled volunteers to provide it."
 
* [https://www.taprootplus.org/ Taproot+] - A connection service claiming to be "the best way for nonprofits to find pro bono help and for skilled volunteers to provide it."
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* [https://www.serviceleader.org/leaders/firing A Few Pointers on the Unpleasant Topic of Firing Volunteers] - A post by Sarah Jane Rehnborg on the ServiceLeader.org website hosted by the University of Texas at Austin. Other volunteer resources can also be found on this page.
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* [http://www.volunteerhub.com/blog/when-helping-hands-hurt-your-cause/ When Helping Hands Hurt your Cause] - A 2008 post by Fonda Kendrick on the VolunteerHub website.
 +
* [http://www.volunteerhub.com/blog/difficult-volunteers/ Dealing with Difficult Volunteers] - A 2014 post by Krista Balbach on the VolunteerHub website. Includes a list of resources.
 +
* [http://nonprofithub.org/featured/break-say-volunteers/ The Break-Up: How to Say No to Volunteers] - A post by Lincoln Arneal on the Nonprofit Hub.
 +
  
 
[[#toc|Table of Contents]]
 
[[#toc|Table of Contents]]
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* [https://www.cornerstoneondemand.com/rework/why-path-good-ethics-starts-human-resources Why the Path to Good Ethics Starts in Human Resources] - A 2013 blog post from Chris MacDonald on Company Culture.
 
* [https://www.cornerstoneondemand.com/rework/why-path-good-ethics-starts-human-resources Why the Path to Good Ethics Starts in Human Resources] - A 2013 blog post from Chris MacDonald on Company Culture.
 
* [http://wiki.wearedynamo.org/index.php/Guidelines_for_Academic_Requesters Guidelines for Academic Requestors] - Guidelines specifically related to the ethical hiring of Turkers through [https://www.mturk.com/mturk/welcome Amazon Mechanical Turk] for outsourced academic projects but could be applied more broadly.
 
* [http://wiki.wearedynamo.org/index.php/Guidelines_for_Academic_Requesters Guidelines for Academic Requestors] - Guidelines specifically related to the ethical hiring of Turkers through [https://www.mturk.com/mturk/welcome Amazon Mechanical Turk] for outsourced academic projects but could be applied more broadly.
 +
* [http://futureofmuseums.blogspot.com/2016/10/volunteers-and-museum-labor_18.html Volunteers and Museum Labor] - A 2016 blog post by Elizabeth Merritt from the [http://www.aam-us.org/resources/center-for-the-future-of-museums Center for the Future of Museums] (An American Alliance of Museums Initiative) that considers the challenges of volunteers versus professional staff in museums.
  
 
[[#toc|Table of Contents]]
 
[[#toc|Table of Contents]]
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Additional information on the February 1, 2017 webinar can be found [https://www.clir.org/hiddencollections/sahc/webinar4 here].
 
Additional information on the February 1, 2017 webinar can be found [https://www.clir.org/hiddencollections/sahc/webinar4 here].
  
The webinar recording can be accessed here when available.
+
Webinar resources:
 +
* Rough cut of the session recording: http://clir.adobeconnect.com/p3bvg34fflb/ (*Viewers have reported issues with connecting through some versions of the Google Chrome browser. In the event of technical difficulties, try an updated or alternative browser.)
 +
* PowerPoint file for the speaker's presentation: https://www.clir.org/hiddencollections/sahc/sahc_webinar4_files/sahc_webinar4_slides/
 +
* Transcript of presentation, including links to chat histories: https://www.clir.org/hiddencollections/sahc/sahc_webinar4_files/sahc_webinar4_transcript/
 +
** Chat 1, What is cataloging? https://www.clir.org/hiddencollections/sahc/sahc_webinar4_files/sahc_webinar4_chat1/
 +
** Chat 2, Cataloging concerns: https://www.clir.org/hiddencollections/sahc/sahc_webinar4_files/sahc_webinar4_chat2/
 +
** Chat 3, Legacy Data & You: https://www.clir.org/hiddencollections/sahc/sahc_webinar4_files/sahc_webinar4_chat3/
 +
* Evaluation: https://www.surveymonkey.com/r/JT9PCKG
 +
 
 +
Jump to:
 +
[[#Communities|Communities]] | [[#General_3|General]] | [[#Institutional Ethics|Institutional Ethics]] | [[#Cataloging and Metadata Standards|Cataloging and Metadata Standards]] | [[#Data Management Tools|Data Management Tools]] | [[#Collection Management Systems|Collection Management Systems]] | [[#Controlled Vocabularies and Thesauri|Controlled Vocabularies and Thesauri]] | [[#Tutorials and Online Learning|Tutorials and Online Learning]]
  
 
=== Communities ===
 
=== Communities ===
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=== General ===
 
=== General ===
 
* [http://firstmonday.org/article/view/1628/1543 Metadata for All: Descriptive Standards and Metadata Sharing Across Libraries, Archives, and Museums] - An article from [http://firstmonday.org/index First Monday], a peer reviewed journal on the internet, by Mary W. Elings and Gunter Waibel (Vol. 12, No. 3, 5 March 2007).
 
* [http://firstmonday.org/article/view/1628/1543 Metadata for All: Descriptive Standards and Metadata Sharing Across Libraries, Archives, and Museums] - An article from [http://firstmonday.org/index First Monday], a peer reviewed journal on the internet, by Mary W. Elings and Gunter Waibel (Vol. 12, No. 3, 5 March 2007).
 +
* [http://www.alastore.ala.org/nealschuman/companionwebsite/metadata-digital-collections/ Metadata for Digital Collections: A How-to-Do-It Manual] - A 2004 book by Steven J. Miller. Link goes to a Companion Website for the manual that includes resources, chapter supplements, and additional information.
 +
* [https://protekvaults.com/the-art-and-science-of-descriptive-metadata/ The art and science of descriptive metadata: Classifying your film archive for identification and discovery] - A general overview, with examples, of metadata by Tim Knapp of [https://protekvaults.com/ PRO-TEK Vaults]
 
* [http://freeyourmetadata.org/ Linked Data for Libraries, Archives, and Museums] - A book and website on getting the most from your metadata.  
 
* [http://freeyourmetadata.org/ Linked Data for Libraries, Archives, and Museums] - A book and website on getting the most from your metadata.  
 
* [https://www.clir.org/pubs/reports/spiro/spiro_Jan13.pdf Archival Management Software: A Report for the Council on Library and Information Resources] - A pdf 2009 report for the Council on Library and Information Resources ([https://www.clir.org CLIR]) by Lisa Spiro
 
* [https://www.clir.org/pubs/reports/spiro/spiro_Jan13.pdf Archival Management Software: A Report for the Council on Library and Information Resources] - A pdf 2009 report for the Council on Library and Information Resources ([https://www.clir.org CLIR]) by Lisa Spiro
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* [http://www.collectionstrust.org.uk/benchmarks-in-collections-care-resources Collections Trust: Benchmarks in Collections Care] - Self-Assessment checklist developed by [http://www.collectionstrust.org.uk/ Collections Trust] to encourage thinking about collection care activity during the organizations planning cycle.
 
* [http://www.collectionstrust.org.uk/benchmarks-in-collections-care-resources Collections Trust: Benchmarks in Collections Care] - Self-Assessment checklist developed by [http://www.collectionstrust.org.uk/ Collections Trust] to encourage thinking about collection care activity during the organizations planning cycle.
 
* [http://www.connectingtocollections.org/resources/ Connecting to Collections Care Resources] - An extensive collection of resources arranged by topic.
 
* [http://www.connectingtocollections.org/resources/ Connecting to Collections Care Resources] - An extensive collection of resources arranged by topic.
 +
* [http://files.archivists.org/pubs/CampusCaseStudies/CASE-15-FINAL.pdf Will They Populate the Boxes? Piloting a Low-Tech Method for Capturing Executive E-mail and a Workflow for preserving It at the University of Michigan] - A 2013 case study by Aprille Cooke McKay published by the Society of American Archivists (SAA) that covers the process of engaging administration in the process of tagging new materials to add to the archive.
  
 
[[#toc|Table of Contents]]
 
[[#toc|Table of Contents]]
  
 
=== Institutional Ethics ===
 
=== Institutional Ethics ===
 +
SEE ALSO [[#Ethics and Social Justice|Ethics and Social Justice]]
 
* [http://www.aam-us.org/resources/ethics-standards-and-best-practices/code-of-ethics American Alliance of Museums (AAM) Code of Ethics for Museums]
 
* [http://www.aam-us.org/resources/ethics-standards-and-best-practices/code-of-ethics American Alliance of Museums (AAM) Code of Ethics for Museums]
 
* [http://www.ala.org/advocacy/proethics American Library Association (ALA) Professional Ethics]  
 
* [http://www.ala.org/advocacy/proethics American Library Association (ALA) Professional Ethics]  
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=== Cataloging and Metadata Standards ===
 
=== Cataloging and Metadata Standards ===
 
The resources listed below may require registration or subscription for access. While some are freely available online, others are fee-based.
 
The resources listed below may require registration or subscription for access. While some are freely available online, others are fee-based.
 +
 +
Jump to: [[#General_4|General]] | [[#Description Standards|Description Standards]] | [[#Encoding Standards|Encoding Standards]]
  
 
==== General ====
 
==== General ====
 
* [http://www.loc.gov/standards Standards at the Library of Congress] - A listing of all of the standards maintained by the Library of Congress
 
* [http://www.loc.gov/standards Standards at the Library of Congress] - A listing of all of the standards maintained by the Library of Congress
 +
* [http://www.getty.edu/research/publications/electronic_publications/intrometadata/crosswalks.html Metadata Standards Crosswalk] - A useful online spreadsheet from Getty that shows how a selection of well-used metadata standards may interact with each other.
 +
* [https://www.loc.gov/marc/marc2dc.html MARC to Dublin Core Crosswalk] - A detailed resource from the Library of Congress to help manage the conversion of metadata from MARC to Dublin Core. A link to the [https://www.loc.gov/marc/dccross.html Dublin Core to MARC Crosswalk] is also available on the page.
 +
* [http://files.archivists.org/pubs/CampusCaseStudies/Case7Final.pdf Standards and Standards Development: The Development of Digital Records Conversion Process (ANSI/ARMA 6-2007)] - A 2008 Case Study from the Society of American Archivists (SAA) that addresses several critical questions about standards in archives.
 +
* [http://www.niso.org/publications/press/understanding_metadata Understanding Metadata: What is Metadata, and What is it For?: A Primer] - A 2017 update by Jenn Riley published by [http://www.niso.org/home/ NISO] Press. Link goes to a PDF version. Additional NISO press resources can be found [http://www.niso.org/publications/press/ here].
 +
 +
[[#toc|Table of Contents]]
  
 
==== Description Standards ====
 
==== Description Standards ====
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* [http://www.sno.phy.queensu.ca/~phil/exiftool/ ExifTool]  
 
* [http://www.sno.phy.queensu.ca/~phil/exiftool/ ExifTool]  
 
* [https://www.avpreserve.com/tools/fixity/ Fixity]  
 
* [https://www.avpreserve.com/tools/fixity/ Fixity]  
* [https://github.com/LibraryOfCongress/bagger Library of Congress Bagger]  
+
* [https://github.com/LibraryOfCongress/bagger Library of Congress Bagger]
 +
* [http://marcedit.reeset.net/ MarcEdit]
 +
* [https://github.com/ISA-tools/OntoMaton OntoMaton]
 +
* [http://ontowiki.net OntoWiki]
 
* [http://openrefine.org/ Open Refine]
 
* [http://openrefine.org/ Open Refine]
 
* [https://www.oxygenxml.com/ Oxygen: XML Editor]
 
* [https://www.oxygenxml.com/ Oxygen: XML Editor]
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=== Collection Management Systems ===
 
=== Collection Management Systems ===
 
The below systems are not an endorsement of the product by CLIR, just suggestions to highlight the range of systems available. This is not a comprehensive list of all systems available. We tried to include low cost and/or open source system options when possible.
 
The below systems are not an endorsement of the product by CLIR, just suggestions to highlight the range of systems available. This is not a comprehensive list of all systems available. We tried to include low cost and/or open source system options when possible.
 +
 +
Jump to: [[#How to Choose|How to choose]] | [[#Gallery|Gallery]] | [[#Library|Library]] | [[#Archive|Archive]] | [[#Museum|Museum]] | [[#Online Exhibits|Online Exhibits]]
  
 
==== How to choose ====
 
==== How to choose ====
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* [https://rowman.com/ISBN/9781442230132/The-Small-Library-Manager%27s-Handbook How to Choose the Right ILS for Your Library] - Chapter in The Small Library Manager's Handbook (book).
 
* [https://rowman.com/ISBN/9781442230132/The-Small-Library-Manager%27s-Handbook How to Choose the Right ILS for Your Library] - Chapter in The Small Library Manager's Handbook (book).
 
* [http://go.gallerysystems.com/feature.html Choosing the Right CMS] - A downloadable guide from [http://www.gallerysystems.com/ GallerySystems] that provides 5 steps for the selection process as well as sample worksheets, checklists, and links to additional resources.
 
* [http://go.gallerysystems.com/feature.html Choosing the Right CMS] - A downloadable guide from [http://www.gallerysystems.com/ GallerySystems] that provides 5 steps for the selection process as well as sample worksheets, checklists, and links to additional resources.
 +
* [http://files.archivists.org/pubs/CampusCaseStudies/CASE-14-FINAL.pdf Partnering with IT to Identify an Commercial tool for Capturing Archival E-mail of University Executives at the University of Michigan] - A 2013 case study from the Society of American Archivists by Aprille Cooke McKay that discusses partnering with IT to issue an RFP for a new system.
  
 
[[#toc|Table of Contents]]
 
[[#toc|Table of Contents]]
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* [http://alm.axiell.com/solutions Axiell Group]
 
* [http://alm.axiell.com/solutions Axiell Group]
 
* [http://www.collectiveaccess.org/ Collective Access]
 
* [http://www.collectiveaccess.org/ Collective Access]
 +
** [http://collectiveaccesscommunity.org/ CollectiveAccess Community] - A collaborative, community space for those who use CollectiveAccess
 
* [http://www.oclc.org/contentdm.en.html CONTENTdm] - For digital objects
 
* [http://www.oclc.org/contentdm.en.html CONTENTdm] - For digital objects
 
* [http://lucidea.com/ CuadraSTAR]
 
* [http://lucidea.com/ CuadraSTAR]
 +
* [https://boktowergardens.org/tower-gardens/library-archives/resources/ MS Access Finding Aid Creator] - offered by [https://boktowergardens.org/ Bok Tower Gardens]
 
* [https://rediscoverysoftware.com/ Proficio]
 
* [https://rediscoverysoftware.com/ Proficio]
 
* [http://www.veridiansoftware.com/discovery-delivery/ Veridian]  
 
* [http://www.veridiansoftware.com/discovery-delivery/ Veridian]  
 +
  
 
[[#toc|Table of Contents]]
 
[[#toc|Table of Contents]]
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* [http://www.collectionspace.org/ CollectionSpace]
 
* [http://www.collectionspace.org/ CollectionSpace]
 
* [http://www.collectiveaccess.org/ Collective Access]
 
* [http://www.collectiveaccess.org/ Collective Access]
 +
** [http://collectiveaccesscommunity.org/ CollectiveAccess Community] - A collaborative, community space for those who use CollectiveAccess
 
* [http://www.collectorsystems.com/ Collector Systems]
 
* [http://www.collectorsystems.com/ Collector Systems]
 
* [http://lucidea.com/ CuadraSTAR]
 
* [http://lucidea.com/ CuadraSTAR]
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Additional information on the February 8, 2017 webinar can be found [https://www.clir.org/hiddencollections/sahc/webinar5 here].
 
Additional information on the February 8, 2017 webinar can be found [https://www.clir.org/hiddencollections/sahc/webinar5 here].
  
The webinar recording can be accessed here when available.
+
* Rough cut of the session recording: http://clir.adobeconnect.com/p93lcun8g78/ (*Viewers have reported issues with connecting through some versions of the Google Chrome browser. In the event of technical difficulties, try an updated or alternative browser.)
 +
* PowerPoint file for the speaker's presentation: https://www.clir.org/hiddencollections/sahc/sahc_webinar5_files/sahc_webinar5_slides
 +
* Scenarios discussed during the session: https://www.clir.org/hiddencollections/sahc/sahc_webinar5_files/sahc_webinar5_scenarios/
 +
* Transcript of the presentation, including links to chat histories: https://www.clir.org/hiddencollections/sahc/sahc_webinar5_files/sahc_webinar5_transcript/
 +
** Chat 1, Swingate Public Library: https://www.clir.org/hiddencollections/sahc/sahc_webinar5_files/sahc_webinar5_chat1/
 +
** Chat 2, Dealing With the Past: https://www.clir.org/hiddencollections/sahc/sahc_webinar5_files/sahc_webinar5_chat2/
 +
** Chat 3, Collecting in the Now: https://www.clir.org/hiddencollections/sahc/sahc_webinar5_files/sahc_webinar5_chat3/
 +
** Chat 4, Access to Offensive Materials: https://www.clir.org/hiddencollections/sahc/sahc_webinar5_files/sahc_webinar5_chat4/
 +
** Chat 5, Community Archives Project: https://www.clir.org/hiddencollections/sahc/sahc_webinar5_files/sahc_webinar5_chat5/
 +
** Chat 6, Final Q&A: https://www.clir.org/hiddencollections/sahc/sahc_webinar5_files/sahc_webinar5_chat6/
 +
* Evaluation: https://www.surveymonkey.com/r/LC5M3B5
 +
 
 +
 
 +
Jump to:
 +
[[#Creating Policies for Collection Building|Creating Policies for Collection Building]] | [[#Rights, Copyright, and Legal Dilemmas|Rights, Copyright, and Legal Dilemmas]] | [[#Ethics and Social Justice|Ethics and Social Justice]] | [[#Hazardous Materials|Hazardous Materials]] | [[#Culturally Sensitive and Tough Topic Collections|Culturally Sensitive and Tough Topic Collections]] | [[#Sample Projects and Collections|Sample Projects and Collections]]
  
[[#toc|Table of Contents]]
 
  
 
=== Creating Policies for Collection Building ===
 
=== Creating Policies for Collection Building ===
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* [http://www.aam-us.org/resources/ethics-standards-and-best-practices/collections-stewardship American Alliance of Museums (AAM) Standards Regarding Collections Stewardship]
 
* [http://www.aam-us.org/resources/ethics-standards-and-best-practices/collections-stewardship American Alliance of Museums (AAM) Standards Regarding Collections Stewardship]
 
* [https://www.wisconsinhistory.org/pdfs/la/LIB-WHRAB-Records-Policy-Libraries-WAPL.pdf Creating a Collection Development Policy for Local Historical Records in Public Libraries] - A pdf resource from the [http://www.wisconsinhistory.org/Content.aspx?dsNav=N:4294963828-4294963805&dsRecordDetails=R:CS3558 Wisconsin Historical Records Advisory Board] and the [http://wla.wisconsinlibraries.org/wapl Wisconsin Association of Public Librarians] (April 1998).
 
* [https://www.wisconsinhistory.org/pdfs/la/LIB-WHRAB-Records-Policy-Libraries-WAPL.pdf Creating a Collection Development Policy for Local Historical Records in Public Libraries] - A pdf resource from the [http://www.wisconsinhistory.org/Content.aspx?dsNav=N:4294963828-4294963805&dsRecordDetails=R:CS3558 Wisconsin Historical Records Advisory Board] and the [http://wla.wisconsinlibraries.org/wapl Wisconsin Association of Public Librarians] (April 1998).
 +
* [http://sustainableheritagenetwork.org/collection/support-documents-community-decision-making Support Documents for Community Decision Making] - A collection of documents provided by the [http://sustainableheritagenetwork.org/home Sustainable Heritage Network] that help organizations makes decisions regarding access, circulation, and ownership of cultural materials.
  
 
[[#toc|Table of Contents]]
 
[[#toc|Table of Contents]]
Line 442: Line 552:
 
* [http://rightsstatements.org/en/ Digital Public Library (DPL) Rights Statements]  
 
* [http://rightsstatements.org/en/ Digital Public Library (DPL) Rights Statements]  
 
* [http://ohda.matrix.msu.edu/2012/06/a-creative-commons-solution/ Oral History Interviews: “Who Owns Oral History? A Creative Commons Solution,"]
 
* [http://ohda.matrix.msu.edu/2012/06/a-creative-commons-solution/ Oral History Interviews: “Who Owns Oral History? A Creative Commons Solution,"]
 +
* [http://ohda.matrix.msu.edu/2012/06/major-legal-challenges/ Major Legal Challenges Facing Oral History In The Digital Age] - A detailed 2014 article by John Neuenschwander on the IMLS Oral History in the Digital Age blog. Includes references.
 
* [http://www.connectingtocollections.org/the_deaccessioning_dilemma_laws_ethics_and_actions/ The Deaccessioning Dilemma: Laws, Ethics, and Actions] - A 2015 Connecting to Collections Care webinar presented by John E. Simmons.
 
* [http://www.connectingtocollections.org/the_deaccessioning_dilemma_laws_ethics_and_actions/ The Deaccessioning Dilemma: Laws, Ethics, and Actions] - A 2015 Connecting to Collections Care webinar presented by John E. Simmons.
 
* [http://learn.aaslh.org/event/webinar-steps-lab-1-deaccessioning-the-devils-in-the-details/ Deaccessioning: The Devil’s in the Details] - A webinar in the AASLH StEPs program (fee)
 
* [http://learn.aaslh.org/event/webinar-steps-lab-1-deaccessioning-the-devils-in-the-details/ Deaccessioning: The Devil’s in the Details] - A webinar in the AASLH StEPs program (fee)
 
* [http://www2.archivists.org/groups/technical-subcommittee-on-guidelines-for-reappraisal-and-deaccessioning-ts-grd/guidelines-for-reappraisal-and-deaccession SAA Guidelines for Reappraisal and Deaccessioning] - A pdf document from the Society of American Archivists (SAA)
 
* [http://www2.archivists.org/groups/technical-subcommittee-on-guidelines-for-reappraisal-and-deaccessioning-ts-grd/guidelines-for-reappraisal-and-deaccession SAA Guidelines for Reappraisal and Deaccessioning] - A pdf document from the Society of American Archivists (SAA)
 
* [http://archive.cmsimpact.org/fair-use/best-practices/code-best-practices-fair-use-academic-and-research-libraries The Code of Best Practices in Fair Use for Academic and Research Libraries] - Can be used as a model to develop institutional policies regarding fair use and online access.
 
* [http://archive.cmsimpact.org/fair-use/best-practices/code-best-practices-fair-use-academic-and-research-libraries The Code of Best Practices in Fair Use for Academic and Research Libraries] - Can be used as a model to develop institutional policies regarding fair use and online access.
* [http://ohda.matrix.msu.edu/2012/06/major-legal-challenges/ Major Legal Challenges Facing Oral History In The Digital Age] - A detailed 2014 article by John Neuenschwander on the IMLS Oral History in the Digital Age blog. Includes references.
+
* [http://copyright.cornell.edu/resources/publicdomain.cfm Cornell’s Copyright Term and the Public Domain in the US] - An easy to use chart to reference when particular types of items move into the public domain. Originally published by [http://vivo.cornell.edu/display/individual23436 Peter B. Hirtle] who has published a number of copyright resources. Updated annually.
* [http://copyright.cornell.edu/resources/publicdomain.cfm Cornell’s Copyright Term and the Public Domain in the US] - An easy to use chart to reference when particular types of items move into the public domain. Updated annually.
 
 
* [http://fairuse.stanford.edu/charts-and-tools/ Copyright & Fair Use Resources from Stanford University Libraries] - A number of charts and tools discussing copyright, fair use, and best practices.
 
* [http://fairuse.stanford.edu/charts-and-tools/ Copyright & Fair Use Resources from Stanford University Libraries] - A number of charts and tools discussing copyright, fair use, and best practices.
 +
* [http://fairuse.stanford.edu/overview/website-permissions/websites/ Websites: Five Ways to Stay Out of Trouble] - A resource from the Stanford University Libraries Copyright & Fair Use website dealing specifically with website usage and rights.
 
* [http://www.connectingtocollections.org/resources/ Connecting to Collections Care Resources] - Select "Legal Issues" from the list for an extensive list of related resources.
 
* [http://www.connectingtocollections.org/resources/ Connecting to Collections Care Resources] - Select "Legal Issues" from the list for an extensive list of related resources.
 
* [http://www2.archivists.org/publications/brochures/copyright-and-unpublished-material SAA’s Copyright and Unpublished Material: An introduction for Users of Archives and Manuscript Collections] - A downloadable and printable resource that answers basic questions.
 
* [http://www2.archivists.org/publications/brochures/copyright-and-unpublished-material SAA’s Copyright and Unpublished Material: An introduction for Users of Archives and Manuscript Collections] - A downloadable and printable resource that answers basic questions.
 +
* [http://www2.archivists.org/groups/intellectual-property-working-group/well-intentioned-practice-for-putting-digitized-collections-of-unpublished-materials- Well-intentioned Practice for Putting Digitized Collections of Unpublished Materials Online (W-iP)] - A 2011 document developed by [http://www.oclc.org/research.html OCLC Research] and supported by the [http://www2.archivists.org/groups/intellectual-property-working-group SAA's Intellectual Property Working Group] to help move institutions forward with digitization of unpublished archival materials whose rights holders are often difficult to identify and contact.
 +
* [http://www.nemanet.org/nemn/summer-2016/abandonned-property/# Found! Abandoned Property in the Museum] - A New England Museums Now 2016 reprint of a 2013 article from NEMA News on Legal Issues. Authored by Gilbert Whittemore and covers ten clear steps for dealing with undocumented items in collections.
 +
* [http://www2.archivists.org/groups/acquisitions-appraisal-section/abandoned-property-project SAA Abandoned Property Project] - A state-by-state listing of relevant abandoned property legislation compiled by the Society of American Archivists ([http://www2.archivists.org/ SAA]) and updated as required.
 
* [http://www.ala.org/acrl/standards/security_theft ACRL/RBMS Guidelines Regarding Security and Theft in Special Collections] - Guidelines developed by the Association of College & Research Libraries ([http://www.ala.org/acrl/ ACRL]) and its Rare Books and Manuscript Section ([http://www.ala.org/acrl/aboutacrl/directoryofleadership/sections/rbms/acr-rbmec RBMS]).
 
* [http://www.ala.org/acrl/standards/security_theft ACRL/RBMS Guidelines Regarding Security and Theft in Special Collections] - Guidelines developed by the Association of College & Research Libraries ([http://www.ala.org/acrl/ ACRL]) and its Rare Books and Manuscript Section ([http://www.ala.org/acrl/aboutacrl/directoryofleadership/sections/rbms/acr-rbmec RBMS]).
* [http://publications.arl.org/rli279/ Research Library Issues (RLI) Special Issue on Special Collections and Archives in the Digital Age] - This June 2012 issue of RLI, published by the Association of Research Libraries ([http://www.arl.org/ ARL]), includes articles on legal matters associated with digitization, Deeds of Gifts, and copyright.  
+
* [http://publications.arl.org/rli279/ Research Library Issues (RLI) Special Issue on Special Collections and Archives in the Digital Age] - This June 2012 issue of RLI, published by the Association of Research Libraries ([http://www.arl.org/ ARL]), includes articles on legal matters associated with digitization, Deeds of Gifts, and copyright.
 +
* [http://www.localcontexts.org/ Local Contexts] - An initiative to support Native, First Nations, Aboriginal, and Indigenous communities in the management of their intellectual property within the digital environment by providing strategic resources and practical solutions.
 +
** [http://www.sfu.ca/ipinch/project-components/community-based-initiatives/special-initiative-traditional-knowledge-licensing-an/ Traditional Knowledge Licensing and Labeling Website 1.0] - A description of the creation of Traditional Knowledge (TK) that led to the development of the TK Labels shared in the Local Contexts website.
 +
 
 +
[[#toc|Table of Contents]]
 +
 
 +
=== Ethics and Social Justice===
 +
SEE ALSO [[#Institutional Ethics|Institutional Ethics]]
 +
* [http://www.flamuseums.org/professional-development/florida-connecting-to-collections-program/2016-collections-policies-collections-care-enhancement/collectionspolicies/code-of-ethics/ Code of Ethics and Other Institutional Documents] - A 2013 educational module, including a webinar, from the Florida Connecting to Collections Series presented from the museum (Myriam Springuel) and library (Burt Altman) perspectives.
 +
* [http://archivaria.ca/index.php/archivaria/article/view/13557 From Human Rights to Feminist Ethics: Radical Empathy in the Archives] - A 2016 article by Michelle Caswell and Marika Cifor. Published in Archivaria, a journal of the Association of Canadian Archivists ([http://archivists.ca/ ACA]). Link is to abstract only.
 +
* [https://www.lib.ncsu.edu/social-media-archives-toolkit/legal Social Media Archives Toolkit: Legal and Ethical Implications] - A resource of the North Carolina State University Libraries providing insight into the legal and ethical issues of harvesting social media.
 +
* [https://points.datasociety.net/okcupid-data-release-fiasco-ba0388348cd#.2aoqi7ydb OKCupid data release fiasco: It's time to rethink ethics education] - A 2016 post by Annette Markham that addresses data releases from an ethics educator's perspective.
 +
* [http://cmsimpact.org/resource/beyond-hashtags-ferguson-blacklivesmatter-online-struggle-offline-justice/ Beyond the hashtags: #Ferguson, #Blacklivesmatter, and the online struggle for offline justice] - A 2016 downloadable report written by Deen Feelon, Charlton D. McIlwain, and Meredith D. Clark that analyzes the Black Lives Matter movement online and the implications for using online tools to encourage social and political change.
 +
* [https://news.docnow.io/surveillance-and-social-media-archiving-7ea21b77b807#.iahlvrb8h Surveillance and Social Media Archiving] - A transcript of remarks made by Bergis Jules during the 2016 Library of Congress symposium, Collections as Data: Stewardship and Use Models to Enhance Access. Includes link to slides and the symposium's full agenda.
 +
* [https://papers.ssrn.com/sol3/papers2.cfm?abstract_id=2779647 Where are Human Subjects in Big Data Research? The Emerging Ethics Divide] - A 2016 article by Jacob Metcalf and Kate Crawford published in Big Data and Society (Spring 2016).
 +
* [http://bdes.datasociety.net/wp-content/uploads/2016/10/Ursic-politiwoops.pdf The Right to be Forgotten of the Duty to be Remembered? Twitter data reuse and implications for user privacy] - A 2016 PDF case study by Helena Ursic (Leiden University) written for The Council for Big Data, Ethics, and Society.
 +
* [http://link.springer.com/article/10.1007/s10502-014-9220-6 Toward a survivor-centered approach to records documenting human rights abuse: lessons from community archives] - Link to abstract (full article available for purchase). A 2014 article by Michelle Caswell published in Archival Science.
 +
* [https://aprilhathcock.wordpress.com/2016/11/18/opening-up-the-margins/ Opening up the Margins] - A November 18, 2016 blog post by April Hathcock that combines her remarks at a number of venues about opening up "good scholarship" to marginalized communities.
 +
* [http://zinelibraries.info/code-of-ethics/ Zine Librarians Code of Ethics] - A downloadable (PDF or Word) version of an ethical code as it applies to librarians and archivists that handle zines.
 +
* [https://medium.com/on-archivy/archivesforblacklives-building-a-community-archives-of-police-violence-in-cleveland-93615d777289#.t6wnjelwu #ArchivesForBlackLives: Building a Community Archives of Police Violence in Cleveland] - The text of a 2016 talk by Jarrett M. Drake presented at the Digital Blackness conference on the panel Uploading Black History: Archiving Blacks' Lived Experiences.
 +
* [http://tararobertson.ca/2016/oob/ digitization: just because you can, doesn't mean you should] - A 2016 blog post by Tara Robertson that reflects on the ethics of digitization through the example of a pre-internet lesbian porn magazine that was recently digitized and placed on line.
 +
* [http://link.springer.com/article/10.1007/s10502-012-9180-7 Evidence, memory, identify, and community: four shifting archival paradigms] - Link to abstract (full article available for purchase). A 2013 article by Terry Cook published in Archival Science.
  
 
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[[#toc|Table of Contents]]
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* [http://anthropology.si.edu/cm/NMNH_Potential_Hazards_Disclosure_Statement_2010.pdf Statement on Potential Hazards (Inherent and Acquired) Associated with Collection Objects] - A 2010 policy statement from the Smithsonian National Museum of Natural History [http://anthropology.si.edu/index.html Department of Anthropology] that can be used as a model for other institutions.
 
* [http://anthropology.si.edu/cm/NMNH_Potential_Hazards_Disclosure_Statement_2010.pdf Statement on Potential Hazards (Inherent and Acquired) Associated with Collection Objects] - A 2010 policy statement from the Smithsonian National Museum of Natural History [http://anthropology.si.edu/index.html Department of Anthropology] that can be used as a model for other institutions.
 
* [https://www.nps.gov/museum/publications/conserveogram/02-10.pdf Hazardous Materials in Your Collection] - National Park Service (NPS) [https://www.nps.gov/museum/publications/conserveogram/cons_toc.html Conserve O Gram] series, August 1998, Number 2/10.
 
* [https://www.nps.gov/museum/publications/conserveogram/02-10.pdf Hazardous Materials in Your Collection] - National Park Service (NPS) [https://www.nps.gov/museum/publications/conserveogram/cons_toc.html Conserve O Gram] series, August 1998, Number 2/10.
 +
* [http://museumpests.net/ MuseumPests.net] - A product of the Integrated Pest Management Working Group and includes a number of resources for prevention, monitoring, identification, and solutions for pests in collection spaces.
  
  
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* [http://ailanet.org/resources/ American Indian Library Association Resources] - A listing of resources compiled by the American Indian Library Association  
 
* [http://ailanet.org/resources/ American Indian Library Association Resources] - A listing of resources compiled by the American Indian Library Association  
 
* [http://canada.pch.gc.ca/eng/1448995219999 Canadian Conservation Institute Caring for Sacred and Culturally Sensitive Objects] - Guidelines developed in 2015 to present key considerations related to sacred and culturally sensitive objects in heritage collections.
 
* [http://canada.pch.gc.ca/eng/1448995219999 Canadian Conservation Institute Caring for Sacred and Culturally Sensitive Objects] - Guidelines developed in 2015 to present key considerations related to sacred and culturally sensitive objects in heritage collections.
 +
* [http://digitalcommons.usu.edu/westernarchives/vol6/iss1/3 Tribal Archives, Traditional Knowledge, and Local Contexts: Why the "s" Matters] - A 2015 article by Kimberly Christen in the Journal of Western Archives ([http://digitalcommons.usu.edu/westernarchives/ JWA] Vol. 6, Iss. 1, Article 3).
 +
* [http://americanarchivist.org/doi/pdf/10.17723/aarc.74.1.4233nv6nv6428521?code=same-site Opening Archives: Respectful Repatriation] - An article by Kimberly Christen published in The American Archivist (Vol. 74, Spring/Summer 2011) examining one collaborative archival project aimed at digitally repatriating and reciprocally curating cultural heritage materials of the Plateau tribes in the Pacific Northwest.
 +
* [https://medium.com/on-archivy/confronting-our-failure-of-care-around-the-legacies-of-marginalized-people-in-the-archives-dc4180397280#.gbb4nqug0 Confronting Our Failure of Care Around the Legacies of Marginalized People in the Archives] - Transcript and select slides from a 2016 talk by Bergis Jules presented at the [http://ndsa.org/ National Digital Stewardship Alliance] annual meeting.
 +
* [http://www.archivists.org/governance/taskforces/0208-NativeAmProtocols-IIIA.pdf Report: Task force to review ''Protocols for Native American Archival Materials''] - A PDF version of the 2008 Society of American Archivists (SAA) report.
 +
* [http://www2.archivists.org/sites/all/files/AmericanIndianMaterial_CEPC-CaseStudy3.pdf Identifying Culturally Sensitive American Indian Material in a Non-tribal Institution] - A 2014 Case Study in Archival Ethics by Ellen Ryan and completed for the Society of American Archivists (SAA).
 
* [https://artmuseumteaching.com/2016/08/31/have-conversations-here/ Have Conversations Here: Supporting Productive Dialogue in Museums] - A 2016 post by Mike Murawski on [https://artmuseumteaching.com/ Art Museum Teaching] discussing the facilitation of conversations in museums about difficult events and topics.
 
* [https://artmuseumteaching.com/2016/08/31/have-conversations-here/ Have Conversations Here: Supporting Productive Dialogue in Museums] - A 2016 post by Mike Murawski on [https://artmuseumteaching.com/ Art Museum Teaching] discussing the facilitation of conversations in museums about difficult events and topics.
 
* [http://www.liverpoolmuseums.org.uk/ism/resources/museum_interpretation.aspx Interpreting Transatlantic Slavery: the role of museums] - A 1999 article from the International Slavery Museum by Anthony Tibbles.
 
* [http://www.liverpoolmuseums.org.uk/ism/resources/museum_interpretation.aspx Interpreting Transatlantic Slavery: the role of museums] - A 1999 article from the International Slavery Museum by Anthony Tibbles.
Line 483: Line 624:
 
* [http://www2.archivists.org/sites/all/files/PreservationWorkshopsWithRestrictedResources-CaseStudy1_0.pdf SAA Case Studies on Diversifying the Archival Record] - Case #1: Preservation Workshops with Restricted Resources: Preserving Cham Manuscripts in Vietnam   
 
* [http://www2.archivists.org/sites/all/files/PreservationWorkshopsWithRestrictedResources-CaseStudy1_0.pdf SAA Case Studies on Diversifying the Archival Record] - Case #1: Preservation Workshops with Restricted Resources: Preserving Cham Manuscripts in Vietnam   
 
* [http://aamg-us.org/wp/wp-content/uploads/2015/01/Managing-Museum-Controversy.pdf Museum Best Practices for Managing Controversy] - A pdf document from the Association of Academic Museums and Galleries ([https://www.aamg-us.org/wp/ AAMG])
 
* [http://aamg-us.org/wp/wp-content/uploads/2015/01/Managing-Museum-Controversy.pdf Museum Best Practices for Managing Controversy] - A pdf document from the Association of Academic Museums and Galleries ([https://www.aamg-us.org/wp/ AAMG])
 +
 +
[[#toc|Table of Contents]]
 +
 +
=== Sample Projects and Collections ===
 +
* [http://www.docnow.io/ Documenting the Now] - A collaborative project that aims to respect both the content creator and the potential researcher and seeks to find a user-friendly means of collecting and preserving the digital content of social media.
 +
* [https://www.saada.org/ South Asian American Digital Archive (SAADA)] - An independant, national, non-profit organization working to document, preserve, and share stories representing the voices of South Asian Americans.
 +
* [https://www.lib.utexas.edu/hrdi Human Rights Documentation Initiative (HRDI)] - A long-term preservation effort by the University of Texas Libraries to capture fragile and vulnerable records of human rights struggles worldwide, promote them, and make them accessible for research.
 +
* [https://xfrcollective.wordpress.com/ XFR Collective] - A non-profit organization partnering with many to preserve at-risk audiovisual media by providing low-cost digitization services.
 +
* [http://www.mipops.org/ Moving Image Preservation of Puget Sound (MiPoPs)] - A non-profit organization helping to preserve our cultureal heritage by assisting archives, libraries, and other organizations with the conversion of analog video recordings to digital formats according to archival best practices.
 +
* [http://www.dclibrary.org/labs/memorylab The Memory Lab at DC Public Library] - A service provided to the DC public that allows for personal preservation of AV materials. A model that other organizations can follow.
  
 
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Additional information on the February 15, 2017 webinar can be found [https://www.clir.org/hiddencollections/sahc/webinar6 here].
 
Additional information on the February 15, 2017 webinar can be found [https://www.clir.org/hiddencollections/sahc/webinar6 here].
  
The webinar recording can be accessed here when available.
+
Webinar resources:
 +
* Rough cut of the session recording: http://clir.adobeconnect.com/p6t0282kmur/ (*Viewers have reported issues with connecting through some versions of the Google Chrome browser. In the event of technical difficulties, try an updated or alternative browser.)
 +
* PowerPoint file for the speaker's presentation: https://www.clir.org/hiddencollections/sahc/sahc_webinar6_files/sahc_webinar6_slides/
 +
* Collaborative Project Template Spreadsheet (.xlsx): https://www.clir.org/hiddencollections/sahc/sahc_webinar6_files/sahc_webinar6_template/
 +
* Transcript of the presentation, including links to chat histories: https://www.clir.org/hiddencollections/sahc/sahc_webinar6_files/sahc_webinar6_transcript/
 +
** Chat 1, Signs of Trouble: https://www.clir.org/hiddencollections/sahc/sahc_webinar6_files/sahc_webinar6_chat1/
 +
** Chat 2, Project ROI: https://www.clir.org/hiddencollections/sahc/sahc_webinar6_files/sahc_webinar6_chat2/
 +
** Chat 3, Roadblocks: https://www.clir.org/hiddencollections/sahc/sahc_webinar6_files/sahc_webinar6_chat3/
 +
** Chat 4, Celebration: https://www.clir.org/hiddencollections/sahc/sahc_webinar6_files/sahc_webinar6_chat4/
 +
** Chat 5, Final Comments: https://www.clir.org/hiddencollections/sahc/sahc_webinar6_files/sahc_webinar6_chat5/
 +
* Evaluation: https://www.surveymonkey.com/r/JXMZ36G
 +
 
 +
 
  
 
=== During the Project ===
 
=== During the Project ===
* [https://hbr.org/2011/04/strategies-for-learning-from-failure Strategies for Learning from Failure] - An article by Amy C. Edmondson, a version also available in print, Harvard Business Review April 2011.
+
* [https://hbr.org/2011/04/strategies-for-learning-from-failure Strategies for Learning from Failure] - An article by Amy C. Edmondson, a version also available in print, Harvard Business Review April 2011.
 +
* [http://www.artscapediy.org/Creative-Placemaking-Toolbox/What-Are-the-Most-Important-Factors-in-a-Successfu.aspx What are the Most Important Factors in a Successful Project?] - A brief Vimeo video from Artscape President and CEO Tim Jones on the crucial elements of project success.
 +
* [https://www.projectsmart.co.uk/avoid-the-same-old-mistakes-by-focussing-on-lessons-learned.php Avoid the Same Old Mistakes by Focusing on Lessons Learned] - A 2014 article by Duncan Haughey that covers 6 essential steps to document lessons learned.
 +
* [http://www2.archivists.org/sites/all/files/AnOnlineExhibit-SAA-CaseStudy_0.pdf An Online Exhibit: A Tale of Triumph and Tribulation] - A 2014 Case Study by Nancy Freeman and Robert B. Riter for the Society of American Archivists (SAA).   
 +
* [http://americanarchivist.org/doi/abs/10.17723/aarc.68.2.c741823776k65863?code=same-site More Product, Less Process: Revamping Traditional Archival Processing] - A 2005 article by Mark Greene and Dennis Miller published in The American Archivist, a publication of the Society of American Archivists. Link to abstract, PDF version available for download.
  
 
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* [http://www.wkkf.org/resource-directory/resource/2010/w-k-kellogg-foundation-evaluation-handbook W.K. Kellogg Foundation Evaluation Handbook] - A 2010 tool to help consider evaluation as a relevant and useful program tool. The handbook was written especially for W.K. Kellogg Foundation-funded programs but has broader application possibilities.
 
* [http://www.wkkf.org/resource-directory/resource/2010/w-k-kellogg-foundation-evaluation-handbook W.K. Kellogg Foundation Evaluation Handbook] - A 2010 tool to help consider evaluation as a relevant and useful program tool. The handbook was written especially for W.K. Kellogg Foundation-funded programs but has broader application possibilities.
 
* [http://oerl.sri.com/ OERL: Online Evaluation Resource Library] - A resource library designed to collect and make available evaluation plans, instruments, and reports for National Science Foundation (NSF) related projects but has broader application possibilities.
 
* [http://oerl.sri.com/ OERL: Online Evaluation Resource Library] - A resource library designed to collect and make available evaluation plans, instruments, and reports for National Science Foundation (NSF) related projects but has broader application possibilities.
 +
* [https://www2.cdc.gov/cdcup/library/practices_guides/CDC_UP_Project_Close-Out_Practices_Guide.pdf CDC Unified Process Practices Guide: Project Close-out - A 2006 guide that can help organizations practice successful project-close out.
 +
* [http://www.ala.org/rusa/sections/rss/rsssection/rsscomm/rssresstat/prjctassmnteval Project Assessment and Evaluation] - A list of resources compiled by the Referencce and User Services Association ([http://www.ala.org/rusa/ RUSA]), a division of the American Library Association (ALA).
 +
* [https://manoa.hawaii.edu/assessment/workshops/pdf/templates_2009-12.pdf Creating an Assessment Plan & Using Assessment Templates] - A 2009 guide created by the University of Hawaii at Manoa Assessment Office.
 +
* Tutorials for creating Gantt, PERT, and CPM charts
 +
** [https://www.officetimeline.com/gantt-chart-excel How to make Gantt charts in Excel] - A video tutorial with Excel templates for making Gantt charts.
 +
** [https://www.youtube.com/watch?v=oe_Uvf6p4_A Creating a Pert CPM chart using Excel] - A 2012 YouTube video tutorial by Eric Magidson.
 +
** [https://www.youtube.com/watch?v=8NHJTRUiX6A Creating a PERT/CPM Chart using Excel 2016 and the Personal Trainer Case] - A 2016 YouTube video tutorial by Eric Magidson.
 +
* [http://www.pmsolutions.com/audio/PM_Performance_and_Value_List_of_Measures.pdf Measures of Project Management Performance and Value: A Benchmark of Current Business Practices] - A 2005 resource from the Center for Business Practices as part of the Comprehensive List of Measures series.
 +
* [http://www.mclam.com/pdf/Metrics.pdf Environmental Protection: Using Metrics to Track Progress of Community Outreach Programs] - A 2004 guide published by the American Institute of Chemical Engineers to help develop metrics for understanding how well organizations are implementing programs as well as how to improve them.
 +
* [http://www.cioarchives.ca.gov/itpolicy/pdf/PM5.2_Project_Execution_Tracking_and_Monitoring.pdf Project Execution - PM Elements: Tracking and Monitoring Project Performance] - A January 1997 PDF document from the California Chief Information Offices that offers practical solutions for project tracking that can be adapted to other organizations' needs. A part of the Statewide Information Management Manual ([http://www.cioarchives.ca.gov/ITpolicy/SIMM.html SIMM])
 +
* [http://www.businessofgovernment.org/blog/strategies-font-color-redcut-costsfont-and-improve-performance/shared-services-tracking-perform Shared Services: Tracking Performance/Performance Metrics - What Doesn’t Get Measured Doesn’t Get Done] - A 2011 blog post by Jennifer Lotkowski and Adam Jelic on the IBM Center for The Business of Government.
 +
  
 
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* [http://flamuseums.org/professional-development/florida-connecting-to-collections-program/emergency-plans/ Florida Connecting to Collections Emergency Plans] - A self-paced program for all GLAM Institution types
 
* [http://flamuseums.org/professional-development/florida-connecting-to-collections-program/emergency-plans/ Florida Connecting to Collections Emergency Plans] - A self-paced program for all GLAM Institution types
 
* [http://www.aam-us.org/resources/assessment-programs/core-documents/documents AAM Description of Core Documents] - A listing of important documents suggested by the American Alliance of Museums (AAM) as fundamental for basic professional museum operations.
 
* [http://www.aam-us.org/resources/assessment-programs/core-documents/documents AAM Description of Core Documents] - A listing of important documents suggested by the American Alliance of Museums (AAM) as fundamental for basic professional museum operations.
 +
* [https://www.nsf.gov/publications/pub_summ.jsp?ods_key=nsf02057 The 2002 User-friendly Handbook for Project Evaluation] - A 2002 resource guide in HTML or PDF from the National Science Foundation ([https://www.nsf.gov/ NSF])
 +
* [http://obolinx.com/resources/2013/10/five-project-management-performance-metrics-key-to-successful-project-execution-operational-excellence/ Five Project Management Metrics key to Successful Project Execution - Operational Excellence] - A 2013 post by Kavita Verma shared on [http://obolinx.com/resources/ OBOlinx Tech]. Includes equations and practical examples.
  
 
[[#toc|Table of Contents]]
 
[[#toc|Table of Contents]]

Latest revision as of 18:10, 27 June 2017

This resource library has been prepared for gallery, library, archive, and museum (GLAM) workers engaged in collection processing projects. Compiled by experts from the GLAM communities, the library is arranged to support the content of the CLIR Strategies for Advancing Hidden Collections (SAHC) webinar series. A wide range of solutions and suggestions for a variety of collecting organizations appear below; inclusion of links on this page does not necessarily represent an endorsement of an organization or a product by CLIR or any individual connected with the SAHC project.

Project Coordinator

Joy M. Banks, Consultant

Speakers

  • Angela Kipp, Collection Manager, TECHNOSEUM and Administrator, Registrar Trek
  • Rosemary Pleva Flynn, Principal Librarian, Library and Information Services Team Lead, Energy and Environmental Research Center (EERC) at the University of North Dakota
  • Sarah Leu, Project Archivist, Historical Society of Pennsylvania
  • Beth Knazook, Library Juice Academy and Queen's University
  • Jessica Bitely, Director of Preservation Services, Northeast Document Conservation Center (NEDCC)
  • Yvonne Ng, Senior Archivist, WITNESS
  • Ellen Ryan, Head of Special Collections and Archives and Assistant Professor, Idaho State University

Curriculum Committee

  • Stephanie Gaub Antequino, Memorabilia Archivist, Planet Hollywood International
  • Casey Davis, Project Manager, American Archive of Public Broadcasting
  • Tamar Evangelista-Dougherty, Consultant
  • Linda Hocking, Curator of Library and Archives, Litchfield Historical Society
  • Daniel Johnson, Digital Preservation Librarian, University of Iowa
  • Holly Mengel, Manuscripts Cataloging Librarian, University of Pennsylvania
  • Matthew Peek, Military Collections Archivist, State Archives of North Carolina
  • Kelly Revak, Processing Archivist, Library of Congress

Additions to this library are welcome. Readers may contribute to its development by creating an account, or by sending suggestions to Christa Williford at CLIR. On June 19, 2017, CLIR held an "Ask the Experts" panel with project leaders during which they discussed common issues arising for people working with collections at small and under-resourced institutions. A recording of this session is available: http://clir.adobeconnect.com/p4vpre5njea5/

Contents

Where to begin: Basics of project planning for GLAM organizations

The resources in this section will help lay the foundation for successful project planning and management.

Additional information on the January 11, 2017 webinar can be found here.


Participants and viewers of the recording are encouraged to offer feedback through this evaluation: https://www.surveymonkey.com/r/L9CYDRQ.

Jump to: General | Selecting the best collection management system | Collection Prioritization & Assessment | Workflow | Project Management Tools

General

Table of Contents

Selecting the best collection management system

Note: Some of these resources may be dated but can still contain useful information. SEE ALSO Collection access: Describing, cataloging, and processing with the future in mind

For all institution types

For Museums

For Libraries

  • The Small Libraries Manager's Handbook, edited by Alice Graves. Includes several chapters on system selection.

For Archives

Table of Contents

Collection Prioritization & Assessment

Table of Contents

Workflow

Table of Contents

Project Management Tools

Table of Contents

Building resources and relationships: Determining what and who you need

The resources in this section will help guide project managers through the process of estimating project costs, communicating costs with others, and building relationships for support.

Additional information on the January 18, 2017 webinar can be found here.


Jump to: General | Buy-in from Board of Directors, Community, Volunteers | Calculating processing time, staff time, and estimating supply costs | Communicating to people who need to approve the project | Funding Sources and Grant Writing

General

Table of Contents

Buy-in from Board of Directors, Community, Volunteers

Table of Contents

Calculating processing time, staff time, and estimating supply costs

Table of Contents

Communicating to people who need to approve the project

Table of Contents

Funding Sources and Grant Writing

Table of Contents

Making the most of people: Recruitment, retention, and recognition

The resources in this section consider how volunteers, interns, and staff fit into the project picture.

Additional information on the January 25, 2017 webinar can be found here.


Jump to: Teens and Student Workers | Volunteers and Staff | Celebrating Success | Ethics of Hiring

Teens and Student Workers

Table of Contents

Volunteers and Staff


Table of Contents

Celebrating Success

Table of Contents

Ethics of Hiring

Table of Contents

Collection access: Describing, cataloging, and processing with the future in mind

The resources available in this section try to provide guidance on the sometimes complicated world of description and processing. We understand that while GLAM organizations have many things in common, processing is often handled differently depending on the field. As we learn to work together, we hope that exploring best practices from different areas will help us move towards greater interoperability in the future.

Additional information on the February 1, 2017 webinar can be found here.

Webinar resources:

Jump to: Communities | General | Institutional Ethics | Cataloging and Metadata Standards | Data Management Tools | Collection Management Systems | Controlled Vocabularies and Thesauri | Tutorials and Online Learning

Communities

  • AutoCat - A general cataloging listserv, primarily for libraries but open to everyone.
  • OCLCCAT - An OCLC sponsored cataloging listserv open to everyone.
  • Metadata Support Group - A Slack forum sponsored by the Digital Library Federation (DLF). Requires registration and a Slack account but not membership in DLF.
  • SAA Lone Arrangers listserv - Hosted by the Society of American Archivists (SAA) and open to members and non-members.
  • AASLH Nomenclature Community - A space for those using or interested in using the Nomenclature 4.0 resource from the American Association for State and Local History (AASLH).
  • Connecting to Collections Care Forum - A space to ask questions about collections care and receive answers from peers and forum monitors. Requires registration for participation.

Table of Contents

General

Table of Contents

Institutional Ethics

SEE ALSO Ethics and Social Justice

Table of Contents

Cataloging and Metadata Standards

The resources listed below may require registration or subscription for access. While some are freely available online, others are fee-based.

Jump to: General | Description Standards | Encoding Standards

General

Table of Contents

Description Standards

  • RDA: Resource Description and Access - Cataloging standard that replaced AACR2 and RDA is based on the FRBR (Functional Requirements for Bibliographic Records) and FRAD (Functional Requirements for Authority Data) concept models
  • AACR2: Anglo-American Cataloging Rules - Standards to build catalogs in general libraries of all sizes. No longer being updated. Replaced by RDA. Still valid and used by some smaller organizations.
  • Describing Archives: A Content Standard (DACS), Second Edition - An output-neutral set of rules for describing archives, personal papers, and manuscript collections that can be used with any encoding standard including MARC21, EAD, and EAC.
  • Standards for Archival Description: A Handbook - 1994 Handbook of the Society of American Archivists (SAA) describing technical standards, conventions, and guidelines used by archivists to describe holdings and repositories.
  • SNAC: Social Networks and Archival Context - A cooperative in development to create a more collaborative environment for discovering records related to historical persons.
  • PREMIS: Preservation Metadata: Implementation Strategies - A data dictionary developed as the international standard for metadata to support the preservation of digital objects and ensure their long-term usability.
  • PBCORE: Public Broadcasting Metadata Dictionary Project - An XML metadata schema designed for sound and moving images that is both a content and data standard.
  • The Small Museums Cataguing Manual: A guide to cataloguing object and image collections - 4th edition of the guide (2009) published by Museums Australia (Victoria)
  • NPS Museum Handbook, Part II: Museum Records - A publication of the National Parks Service, downloadable as a pdf file.
  • The FIAF Moving Image Cataloguing Manual - Published by the International Federation of Film Archives (FIAF) Cataloguing and Documentation Commission. Available for free as a pdf download
  • Cataloging Cultural Objects: A Guide to Describing Cultural Works and Their Images - A data content standard for the cultural heritage community sponsored by the Visual Resources Association Foundation (VRAF)

Table of Contents

Encoding Standards

Table of Contents

Data Management Tools

Table of Contents

Collection Management Systems

The below systems are not an endorsement of the product by CLIR, just suggestions to highlight the range of systems available. This is not a comprehensive list of all systems available. We tried to include low cost and/or open source system options when possible.

Jump to: How to choose | Gallery | Library | Archive | Museum | Online Exhibits

How to choose

SEE ALSO: 1.2 Selecting the Best Content Management System

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Gallery

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Library

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Archive


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Museum

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Online Exhibits

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Controlled Vocabularies and Thesauri

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Tutorials and Online Learning

There are many options for online learning. The following list is a sampling of free or low cost options to enhance understanding of cataloging and processing techniques.

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Overcoming project hurdles: Approaches to identifying and managing collection red flags

The resources included in this section are presented to help organizations deal with areas in collections that may present problems and give managers the confidence to move forward with processing.

Additional information on the February 8, 2017 webinar can be found here.


Jump to: Creating Policies for Collection Building | Rights, Copyright, and Legal Dilemmas | Ethics and Social Justice | Hazardous Materials | Culturally Sensitive and Tough Topic Collections | Sample Projects and Collections


Creating Policies for Collection Building

SEE ALSO Developing and Evaluating Institutional Documentation

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Rights, Copyright, and Legal Dilemmas

Resources included are for reference only and do not represent legal advice. Most apply only to U.S. law; other countries may have different rules and guidelines.

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Ethics and Social Justice

SEE ALSO Institutional Ethics

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Hazardous Materials


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Culturally Sensitive and Tough Topic Collections

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Sample Projects and Collections

  • Documenting the Now - A collaborative project that aims to respect both the content creator and the potential researcher and seeks to find a user-friendly means of collecting and preserving the digital content of social media.
  • South Asian American Digital Archive (SAADA) - An independant, national, non-profit organization working to document, preserve, and share stories representing the voices of South Asian Americans.
  • Human Rights Documentation Initiative (HRDI) - A long-term preservation effort by the University of Texas Libraries to capture fragile and vulnerable records of human rights struggles worldwide, promote them, and make them accessible for research.
  • XFR Collective - A non-profit organization partnering with many to preserve at-risk audiovisual media by providing low-cost digitization services.
  • Moving Image Preservation of Puget Sound (MiPoPs) - A non-profit organization helping to preserve our cultureal heritage by assisting archives, libraries, and other organizations with the conversion of analog video recordings to digital formats according to archival best practices.
  • The Memory Lab at DC Public Library - A service provided to the DC public that allows for personal preservation of AV materials. A model that other organizations can follow.

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Closing the loop: Project assessment and leveraging goals for future planning

The resources included in this section provide additional information for all other topics and help provide support for sustaining and moving projects into the future.

Additional information on the February 15, 2017 webinar can be found here.

Webinar resources:


During the Project

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Project Evaluation and Assessment


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Future Project Planning

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Developing and Evaluating Institutional Documentation

SEE ALSO Creating Policies for Collection Building

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