Bridging The ALM Divide - An Integrated Archive-Library-Museum Approach for Hybrid Institutions

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Bridging the ALM Divide An Integrated Archive-Library-Museum Approach for Hybrid Institutions Dr. Francesco Spagnolo, Director of Research and Collections Perian Sully, Collection Information Manager & Web Programs Strategist The Magnes, Berkeley, CA Presented at the American Association of Museums Annual Conference, Philadelphia, May 3, 2009

description

This session presented a case study of how the Magnes is using new, innovative technology to make their archive, library, and museum information compatible in one centralized collection management system. This project is designed to facilitate research, sharing, and collection management by making all material types searchable and linkable to one another, while using shared metadata sets (eg. some of the Magnes’ museum fields are able to be exported to EAD and MARC; some MARC-enabled fields are also exportable into EAD. Many fields are also ISAD-compliant and the Magnes also used CDWA for some data-entry standards and Getty’s ULAN for the creators and artists).

Transcript of Bridging The ALM Divide - An Integrated Archive-Library-Museum Approach for Hybrid Institutions

Page 1: Bridging The ALM Divide - An Integrated Archive-Library-Museum Approach for Hybrid Institutions

Bridging the ALM Divide

An Integrated Archive-Library-Museum Approach for Hybrid Institutions

Dr. Francesco Spagnolo, Director of Research and CollectionsPerian Sully, Collection Information Manager & Web Programs Strategist

The Magnes, Berkeley, CA

Presented at the American Association of Museums Annual Conference, Philadelphia, May 3, 2009

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Magnes: A Collecting History

Founded in 1962

Wide range of collecting areas, including – •Jews of the American West•global Jewish Diaspora•Jews in “exotic” locations – China, North Africa, India•ceremonial objects•fine and decorative arts•music•rare books•cultural ephemera•historical documents

Three major collecting departments -•Western Jewish History Center: 500 archival collections•Blumenthal Rare Book and Manuscript Library - ~10,000 items•Permanent Museum Collection - ~15,000 items

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Challenges of Hybrid Institutions

AccessCatering to a Diversified User Community

Research Across Standards

CultureMulticultural Aspects

Bridging Textual, Documental and Material Cultures

LanguageMultilingualism and the Levels of Access

Script, Transliteration, Translation

Whose Vision? One Vision!Cultural Models & Database Structure

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Learning from One Another, Learning Together (The “Philosophy” of ALM Integration)

Extending Museum ModelsExtending Archive ModelsExtending Library Models

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Extending Museum Models

•Authorship, Creatorship and “Parties”•Authors and co-authors•Creators and co-creators•Donors

•Accession Numbering•Tracking Movement•Locations•Containers

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Extending Archive ModelsVarying Notions of “Collection”

•Facilities•Donations•Collecting Areas•Intellectual Organization of Materials

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Extending Library Models

•Why MARC Still Matters•Circulation and Research

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Integrating ALM

•Time – Dates and Periods•Subjects – Local and Global•Synonyms and Preferred Terms•Meta Collection

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Managing Institutional Change

•Professional Standards•Global Perspectives•Interoperability of Staff Functions

– Workflow as Ping-pong

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Technological Details

•System used: IDEA@ALM on MS-SQL database•Databanks•Templates •Managing Standards: EAD, MARC, ISAD •Multilingual capabilities with Unicode support•Synonym Dictionaries•Global Searches and Queries•Flexibility•Compliancy with many standards and languagesfor information sharing.

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System Structure:Databanks

A databank is a virtual database into which records may be sorted and stored.

Magnes IDEA@ALM Database

ArchiveDatabank

LibraryDatabank

ExhibitionsDatabank

AdministrativeDatabank

LibraryDatabankMuseumDatabank

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System Structure:Templates

The templates are organizational structures in which specified fields are displayed.

ArchiveDatabank

LibraryDatabank

MuseumDatabank

AdministrativeDatabank

Collection

Series

Sub-Series

Document

Photo

Rare Book

Manuscript

Object Individuals

Image

Location

Valuation

Condition

Ketubbah

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System Structure:Templates

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System Structure:Templates

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System Structure:Managing Standards

Metadata Standards Applied to Magnes Installation:•EAD•MARC•ISAD

Scope and Content(Archive) EAD: <scopecontent>

MARC: 520

ISAD: 3.3.1

Description(Museum)

Abstract(Library)

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System Structure:Mastering Multilingual Capabilities

•Unicode•Synonyms•Phonetic searches•Translations•Transliterations

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Technological Structure:Searches

•Search across all databanks, templates, and fields•Narrow searches to specific fields, databanks, and

templates•Boolean, fuzzy, exact, phonetic searches•Synonym and preferred-term searches•Multilingual searches

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Technological Structure:Flexibility

Power Users may modify: • Fields• Databanks• Templates• Layouts and structures• Which fields are displayed on internet portal

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Big Picture – How We Got Here

• Evaluated our information management needs• Received support from the Executive Director and

Board• Interviewed staff & analyzed staff workflow• Worked with vendor to develop system based on

institutional needs• Determined which individual professional

processes could be rethought to support the whole• Created workflow within the system to support

information access

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Struggles & What We’ve Learned

• Staff adoption has been slow, since we have been making changes along the way

• Confusion about how to use the system and adopting new practices

• Need for more, regular training to familiarize staff with system and methodology

• Took a lot longer than anticipated• Housekeeping of practices can be traumatizing

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Next Steps

• Continue training staff on procedures• Analyze current records• Fine-tune magnesalm.org for public launch• Develop ongoing programs and system

modifications to enhance research

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Thank you!!

Francesco Spagnolo: [email protected]

Perian Sully: [email protected]