Can you capture visitors with a steampunk arm?

Credits: Science Museum

This may be familiar to you if you've worked on a museum website: an object will capture the imagination of someone who starts to spread the link around, there's a flurry of tweets and tumblrs and links (that hopefully you'll notice in time because you've previously set up alerts for keywords or URLs on various media), others like it too and it starts to go viral and 50,000 people look at that one page in a day, 20,000 the next, furious discussions break out on social media and other sites… then they're gone, onto the next random link on someone else's site.  It's hugely exciting, but it can also feel like a missed opportunity to show these visitors other cool things you have in your collection, to address some of the issues raised and to give them more information about the object.

There are three key aspects to riding these waves of interest: the ability to spot content that's suddenly getting a lot of hits; the ability to respond with interesting, relevant content while the link is still hot (i.e. within anything from a couple of hours to a couple of days); and the ability to put that relevant content on the page where fly-by-night visitors will see it.

For many museums, caught between a templated CMS and layers of sign-off for new content , it's not as easy as it sounds.  When the Science Museum's 'steampunk artificial arm' started circulating on twitter and then made boingboing, I was able to work with curators to get a post on the collections blog about it the next day, but then there was no way of adding that link to the Brought to Life page that was all most people saw.

In his post on “The Guardian’s Facebook app”, Martin Belam discusses how their Facebook app has helped archived content live again:

Someone shares an old article with their friends, some of their friends either already use or install the app, and the viral effect begins to take hold. … We’ve got over 1.3 million articles live on the website, so that is a lot of content to be discovered, and the app means that suddenly any page, languishing unloved in our database, can become a new landing page. When an article becomes popular in the app, we sometimes package it with content. Because we know the attention has come at a specific time from a specific place, we can add related links that are appropriate to the audience rather than to the original content. …when you’ve got the audience there, you need to optimise for them

As a content company with great technical and user experience teams, the Guardian is better placed to put together existing content around a viral article, but still, I'm curious: are any museums currently managing to respond to sudden waves of interest in random objects?  And if so, how?

It's Backup Saturday!

Ironically (?), the original image is no longer available

If Backup Saturday is too casual, call it Digital Preservation Saturday. Whatever you call it, it's time to do some digital housekeeping.

This post is an attempt to reduce the number of sad status updates or requests for help I see when people have lost years of personal photos, contacts or calendars when their laptop or phone died or was stolen, or when people can't recover that vital document for their research or tax return… There's never a perfect time to do it, so just back up your files now. Phones and laptops are particularly easy to lose and are more likely to have precious photos or important documents, so start with them.

If you don't have an external hard drive order one online and in the meantime, burn to a CD or DVD or copy files to a USB stick.  There's no harm in having lots of copies (barring confusion over different versions of docs), so if you want to be really careful, swap external drives with a friend so you've each got an off-site copy of your most important files.  Use online services like Dropbox (my referral link, non-referral link) etc to keep files on your computer backup up online, but don't rely on them alone.  (The referral links give us each extra storage, which is nice.)

Backup email

Things change all the time so always check for more recent advice (this goes for everything on the page), but this article covers some good options for backing up Gmail (or try GMVault) and here's information on backing up Thunderbird, and try this if you're stuck on Outlook. I download an old Yahoo account to Thunderbird via POP mail, which might be the easiest way to deal with YMail and Hotmail.

While you're at it, back up your profile or preferences for your web browser – it's amazing how much information is stored in your browser history, bookmarks, etc. You can access saved passwords in Firefox and other browsers – obviously saving screenshots of the screen is a security risk but it can also help you remember older passwords if you're locked out of software.

Backup social media

'Turbulence' seems to be the IT trend for this decade (and maybe every decade), so it's a good idea to regularly back up whatever social media sites you rely on.  I haven't tried services like Backupify (more info) – if you've got experience with them, let me know in the comments.  Check back over your registration emails to remind yourself which services you've signed up for and use that as a checklist.

Services that backup tweets and other social media come and go (like Twapperkeeper and Twitoaster), so it's a good idea to not only choose services that let you easily export your archive, but also to put a monthly note in your calender to go in and actually run the export.  Saved copies of web pages might not work later, so a really low-tech solution is to copy all the text in a page and dump it into a text file or e.g Word document.  I use SearchHash to archive hashtags, but you have to get in quickly as the Twitter API often only provides access to the past few days' tweets.  You can also archive tweets via Google spreadsheets.

You can download your data from Facebook via the 'Download a copy of your Facebook data' on your settings page – it's not perfect, but again, it's better than nothing.  While Flickr is a good option for backing up images, you might also want to save the tags and comments that live on Flickr.  There are a number of tools for backing up Flickr, try these or these to start with.

Backup websites

Most blogs will let you export your posts, but the exported file isn't usually 'human-readable' until you've imported it into another blog, and there's always a chance that you'll lose some information.

An option that works well on all kinds of websites is HTTrack – I've used it for archiving sites and the results are good – it creates a locally-browseable static version of your site, preserving content and layouts.  This isn't the same as backing up your code or databases, but if you're at that point I assume you know how to backup these yourself. Bonus points if you've tested restoring from backups to check that the process actually works!

You can also add links to the Internet Archive (and while you're at it, why not make a donation?).

Backup devices

You can back up Apple products like iPods, iPhones, iPads with iTunes, but it doesn't hurt to download photos etc into other folders too – both MacOS and Windows have system apps that will download photos when you plug in the device – 'Image Capture' on my Mac and an Explorer window on my PC.

Nokia phones can be backed-up with Nokia PC Suite on Windows or iSync on MacOS (can be tricky). I've used SMS to Text on Android – it saved a file to my phone's disk, then I copied it over to my computer.

Backup other specialist software

Whatever you do, you probably use specialist software.  If you use reference management software, back it up!  Here are instructions for backing up EndNote, Mendeley and Zotero to get you started…

More digital housekeeping…

If you've made it this far, why not check that your anti-virus software is up-to-date, and run a deep scan?  If you haven't got anti-virus software, get some now – MoneySavingExpert has a useful guide to Free Antivirus Software. And speaking of money, if your bank doesn't keep all your bank statements online, or you're about to change chards, it's a good time to download your bank statements.

And if you've already done all that, why not offer to help a friend get their backup and anti-virus sorted?

Can ugly babies save museums?

Since coming across Ugly Renaissance Babies, I've been wondering: is Tumblr* the best thing to happen to broad public engagement with art history**?  They're dead simple posts – an image and a short comment, but they spread widely (as you can see from the number of re-posts), and arguably make renaissance art more interesting to people who wouldn't normally view it.  Can sites that curate content from across different collections like this create serendipity through decontextualisation, and bring art history to the masses?

Like image macros, they can bring history and popular culture together in amusing ways (e.g. Joseph Ducreux, the Bayeux Tapestry and song lyrics), but is this irreverent commentary and re-contextualisation exactly the kind of thing that skeptical curators worried about when we were all getting excited about online collections?  So I also have an entirely different question – does it matter to museums, galleries if (like the V&A) your painting appears in Ugly Renaissance Babies?

 Attributed to Master of the Kress Epiphany, The Expulsion of the Money-Changers (detail), around 1480-1500; We wants it, we needs it. Must have the precious.
Attributed to Master of the Kress Epiphany, The Expulsion of the Money-Changers (detail), around 1480-1500
'We wants it, we needs it. Must have the precious.'

Is it ok to point out 'bad' art like this?  Visitors often make rude comments about the ugly babies or whatever as they pass through museum galleries, but unless someone is there to hear them their comments are ephemeral.

And does it matter if the site author doesn't link back to the holding collection or image source?  [I think it does – for context and finding related items more than ownership, but I've been told that's a museum-y way of looking at it.]

I posted the tumblr link and asked some of these questions a while ago on Twitter, but frustratingly, I can't get back as far as the original post in the @-mentions page so I'm missing any comments I didn't reply directly to at the time.  (The reliability of free social media services is a whole other post…)  The one set of comments I can retrieve was from Erika Taylor (@erikajoy), who said, 'surely you would be proud as punch having an original renaissance ugly baby in your collection? May change the significance perhaps' … 'an interesting additional social significance to add to whatever the existing significance is' and best of all,

'also, how cool would it be if museums collected memes of their paintings back into their collection.' 

Finally, since this is presumably my last post for the year, I'd like to thank you for reading and commenting, and for inspiring conversations at conferences and on twitter – may your 2012 bring wondrous things to you and yours.

* insert your favourite social media service here.
** I suspect artistic objects are more 'portable' than social history or science objects, as they make visual sense without a story explaining what they are or why they're important.

Why do people rally to save libraries but not museums?

An experiment capturing a conversation with Storify…

Huge thanks to everyone who contributed and let me share their comments. P.S. You know your sector is loved when there's a Ryan Gosling 'hey girl' tumblr about you…

My Europeana Tech keynote: Open for engagement: GLAM audiences and digital participation

This is a slightly abridged version of my notes for my keynote, 'Open for engagement: GLAM audiences and digital participation' at EuropeanaTech (#etech11) in Vienna in October 2011.

Introduction 
I'm really excited about being here to talk about some of my favourite things with you. I think helping people appreciate cultural heritage is one of the best jobs in the world so I feel lucky to be here with people working toward the same goal.

This is a chance to remind ourselves why we should get audiences participating digitally – how does it benefit both GLAM (galleries, libraries, archives, museums) and their audiences? I'm going to take you through some examples of digital participation and explain why I think they're useful case studies. I'll finish by summarising what we can learn from those case studies, looking for tips you can take back to your organisations. Hopefully we'll have time for a few questions or some discussion.

Why enable participation?
Isn't it easier to just keep doing what we're already doing? Maybe not – here are some problems your GLAM organisation might be facing…

You need to think digitally to enable participation at scale – to reach not tens or hundreds, but thousands or hundreds of thousands of people. As cultural heritage organisations, we have lots of experience with access and participation at reference desks and in galleries. We are good at creating experiences to engage, delight, and educate in person, but these are limited by the number of staff required, the materiality of the objects or documents, the size of a venue, its location and opening hours. We're still learning how to translate those brilliant participative experiences into the digital domain…

Collections are big, resources are small. In most cases we're still digitising catalogue records, let alone taking images and writing beautiful contextualised interpretative material for our collections. We'll be at it for centuries if we try to do it alone…

What's more, it's not enough for content to be online – it has to be findable. Our digitised content is still not very discoverable in search engines – which means it's effectively invisible to most potential audiences. We need better content to help search engines find the stuff we've put so much work into putting online. For example, I wanted to use Europeana images to illustrate my slides, but I had trouble finding images to match my ideas – but if other people had tagged them with words like 'happiness', 'excitement', 'crowds', I might have been able to find what I needed.

User-contributed content can help bridge the 'semantic gap' between the language used in catalogues and the language that most people would use to look for content.

Even when our content is found by our audiences, it's not always very accessible without information about the significance, and cultural and historical context of the item. Further, in Europeana's case, there's a gap between the many languages of the user community and the catalogue metadata; as well as gaps between historical and contemporary language. Sadly, at the moment, many records lack enough context for a non-expert to have a meaningful experience with them.

Why support participation?
So, those are some of the problems we're looking for solve… what are the benefits of digital participation?
Firstly, the benefits to organisations

Engagement and participation is often part of your core mission.

inspire, passion, educate, enhance, promote preserve, record, access, learn, discover, use, memory, culture, conservation, innovation

I had a look at some mission statements from various museums, libraries, and archives, and these are the words that frequently occurred. The benefits of audience participation are both tangible and intangible, and exactly how they relate to your mission (and can be measured in relation to it) depends on the organisation. And don't forget that access may not be enough if your content isn't also discoverable and engaging.

Participation can increase traffic. It's pretty simple – if content is more discoverable, more people will discover it. If audiences can actively participate, they'll engage with your collections for longer, and return more often. They may even turn into physical visitors or buy something online…

Turn audiences into advocates – there are many people who forget that GLAMs even exist once they've left school – but these are often the people we can reach with digital projects. When people directly benefit from your resources, they know why your organisation is important. You're no longer dusty old stuff in boxes, you're their history, part of the story of how their lives came to be and how their future is formed.  When people have a great experience with you, they become fans. When you encourage people to participate in meaningful work, they gain a sense of ownership and pride. These intangible outcomes can be as important as the content created through audience participation.  It's a chance to let people see the full complexity of what you do, how much work goes into providing access and interpretation; understand that what they see on the shelves or in the galleries is the tip of the iceberg..

There are more experts outside your GLAM than within. Participatory projects let you access external knowledge.  This knowledge can include the experience of using, repairing or building an object; memories of the events or places you've recorded; or it may be specialist knowledge they've built through their own research. Let them share their knowledge with you, and through you, with your audiences.

Finally, the rest of the world is moving from broadcast to dialogue and interaction. If you spend time around kids, you may have seen them interact with old-fashioned screens – for them, an interface you can only look at is broken.

Benefits to audience

It's all very well saying participation creates deeper engagement, but rather than tell you again, I'd rather show you with a quick thought experiment.

First I want you to imagine taking a photo of an object in a museum. Ok – so, how many times do you really go back and look at that photo? How much do you remember about that object? Do you find yourself thinking about it later? Do you ever have a conversation with friends about it?

Now I want you to imagine sketching the object, perhaps at this handy sketching station in the Musée des Beaux-Arts de Dijon.

As you draw, you'll find yourself engaging with the particular materiality of the object – the details of its construction, the way time has affected it. You may start wondering about the intention of the creators, what it was like to use it or encounter it in everyday life. In having an active relationship with that object, you've engaged more deeply, perhaps even changed a little as a result. New questions have been raised that you may find yourself pondering, and may even decide to find out more, and start your own research, or share your feelings with others.

Perhaps surprisingly, even the act of tagging an object has a similar effect, because you have to pay it some attention to say something about it…

A big benefit for audiences is that participation is rewarding. There are many reasons why, but these are some I think are relevant to participation. Games researcher Jane McGonigal (Gaming the future of museumssays people crave:

1. satisfying work to do
2. the experience of being good at something
3. time spent with people we like
4. the chance to be a part of something bigger

Participation in digital cultural heritage projects can meet all those needs.

Types of participation

The Center for Advancement of Informal Science Education came up with these forms of public participation in science research. Nina Simon of the Museum 2.0 blog mapped them to museums and added 'co-option'; I've included 'platform'.

  • Contributory – Most GLAM user-generated content projects. Designed by the organisation, the public contributes data.
  • Collaborative – the public may be active partners in some decisions, but the project is lead by the organisation
  • Co-creative – all partners define goals and make decisions together
  • Platform – organisation as venue or host for other activity.

It's also important to remember that there are some types of participation where the value lies mostly in the effect of the act of creation for the individual – for example, most commenting doesn't add much to my experience of the thing commented on. However, sometimes there's also value more widely – for example, when someone comments and includes a new fact or interesting personal story. Taking this further, participatory projects can be designed so that each contribution helps meet a defined goal. Crowdsourcing involves designing carefully scaffolded tasks so that the general public can contribute to a shared goal. Crowdsourcing in cultural heritage is probably most often contributory rather than collaborative or co-creative.

Case studies
I've chosen two established examples and two experimental ones to demonstrate how established digital participation is, and also where it's going…

Flickr Commons – I'm sure you've all probably heard of this, but it's a great reminder of how effective simply sharing content in places where people hang out can be. The first tip: go fishing where the fish are biting. Find the digital spaces where people are already engaging with similar content.

Example page: [Sylvia Sweets Tea Room, corner of School and Main streets, Brockton, Mass.].  You can see from the number of views, comments, tags, favourites and notes that organisations are still finding much higher levels of discoverability, traffic and user contributions on the Commons than they'd ever get on their own, individual sites. It's also a nice example of the public identifying a location, and there are wonderful personal recollections and family histories in the comments below.

Trove – crowdsourcing OCR correction.  Tasks like OCR correction that require judgement or complicated visual processing are perfect for crowdsourcing.

Crowdsourcing can solve real problems – helping scientists identify galaxies and proteins that could save lives, or providing data about climate change through history. In this example, crowdsourcing is helping correct optical character recognition (OCR) errors. In the example here, the correction is subtle, but as someone from the location described, I can tell you that the transcription now makes a lot more sense… And making that correction felt good.

According to the National Library of Australia, by February 2011 they had '20,000+ people helping out and 30 million lines of text had been corrected during the last 2 years'. This is a well-designed interface. Their clear 'call to action' – 'fix this text' – is simple and located right where it needs to be.  Another tip: you don't need to register, but you can if you want to track your progress. Registration isn't a barrier, and it's presented as a benefit to the audience, not the organisation. They've also got a forum as a platform for conversation between participants.

So, crowdsourcing is great. But as crowdsourcing gets more popular, you will be competing for 'participation bandwidth' with other participatory and crowdsourcing projects – people will be deciding whether to work with your site or something else that meets their needs… What to do?

Well, it turns out that crowdsourcing games can act as 'participation engines'…

[I then talked about 'a small tagging game I researched, designed and made in my evenings and weekends, so that you can see the potential for crowdsourcing games even for GLAMs that don't have a lot of resources' – if you're curious, it's probably easiest to check out the slides at http://www.slideshare.net/miaridge/everyone-wins-crowdsourcing-games-and-museums alongside the video at http://vimeo.com/26858316].

Because crowdsourcing games can be more accessible to the general public, they can also increase the number of overall contributors, as well as encouraging each contributor to stay for longer, do more work, engage more deeply. Crowdsourcing games can be much more productive than a non-game interface by encouraging people to spend more time and play with more content. If games not suitable for your audience, you can adopt some of the characteristics of games – clear initial tasks to start with and a sense of the rules of the game, good feedback on the results of player actions towards a goal, mastering new skills and providing interesting problems to solve…

Continuing the [Europeana Tech] theme of openness, this project was only possible because the Science Museum (UK) and the Powerhouse Museum had APIs into their object records – I was able to create a game that united their astronomy objects without ever having to negotiate a partnership or licensing agreement.

Oramics – co-creation (and GLAM as platform).  My final example is something I worked on just before I left the Science Museum but I make the caveat that I can't claim any credit for all the work done since, and I haven't seen any internal evaluation on the project.

The Oramics project was a conscious experiment in co-curation and public history, part of a wider programme of research. This is the Oramics machine. It's a difficult object to interpret – it's a hand-built synthesiser, and not much to look at – it's all about how it sounded, but it's too fragile to restore to working order. So the museum needed help interpreting the object, in understanding how to explain its significance and market it to new audiences. They tried a few different things in this project… They worked with young people from the National Youth Theatre who met museum staff to learn about the people who invented and built the machine, and they visited the object store to see the machine. They worked with developers to make an app to recreate the sounds of the synthesiser so that people could make new music with it. They also worked with a group of co-curators recruited online to help make it interesting to general visitors as well as music fans – the original call to action was something like 'we have an amazing object we need to bring to life, and six empty cases – help us fill them!'.

While the main outputs of all this activity are pretty traditional – a performance event, an exhibition – it's also been the catalyst for the creation of an ad hoc online community and conversations on Facebook and blogs.

As Clay Shirky told the Smithsonian 2.0 workshop in 2009, it's possible that "the artefact itself has created the surface to which the people adhere. … Every artefact is a latent community". It's nice to think we're finally getting to that point.

Best practice tips
So what do you need to think about to design a participatory project?

  • Have an answer to 'Why would someone spend precious time on your project?'
  • Be inspired by things people love
  • Design for the audience you want
  • Make participating pleasurable
  • Don't add unnecessary friction, barriers
  • Show how much you value contributions
  • Validate procrastination – offer the opportunity to make a difference, and show, don't tell, how it's making a difference
  • Make it easy to start participating, design scaffolded tasks to keep people going
  • Let audiences help manage problems
  • Test with users; iterate; polish
  • Empower audience to keep the place tidy – let them know what's acceptable and what's discouraged and how they can help.

Best practice within your GLAM
How can your organisation make the most of the opportunities digital participation provides?

  • Have a clear objective
  • Know how to measure success
  • Allow for community management resources
  • Realistically assess fears, decide acceptable risk
  • Put the audience's needs first. You need a balance between the task want to achieve, the skills and knowledge of audience and the content you have to work with.
  • Fish where the fish are – find the spaces where people are already engaging with similar content and see how you can slot in, don't expect people to find their way to you.
  • Decide where it's ok to lose control – let go… you may find audiences you didn't expect, or people may make use your content in ways you never imagined. Watch and learn – another reason to iterate and go into public beta earlier rather than later.
  • Open data – let people make new things with your content. Bad people will do it anyway, but by not having open data, you're preventing exactly the people you want to work with from doing anything with your data. Unclear or closed licenses are the biggest barrier that friendly hackers and developers raise with me when I ask about cultural heritage data…

In a 2008 post about museum-as-platform, Nina Simon says it's about moving from controlling everything to providing expertise; learning to change from content provider to platform. [More recently, Rob Stein posted about participatory culture and the subtle differences between authoritarian and authoritative approaches.]

Conclusion
Perhaps most important of all – enjoy experiencing your collections through new eyes!

Notes from EuropeanaTech 2011

Some very scrappy notes from the EuropeanaTech conference held in Vienna this week as I prepare a short talk for the Open data in cultural heritage (LODLAM-London) event tonight… For a different perspective there's an overview post at EuropeanaTech – är det här framtidens kulturarv? and I'll link to any others I find.  I've also put up some photos of ten questions attendees asked about Europeana, with written answers from the break-out exercise.  I'll tidy up and post my keynote notes in a few days, and I'll probably summarise things a bit more then.

Max Kaiser: Europeana is like a cruise ship with limited room to move, hackathons inject Europeana with a bit more agility… Build real stuff for real people with real business requirements – different to building prototypes and proofs of concept – requires different project culture.

Bill Thompson: pulling the analogue past into the digital future… We don't live in a digital world and never will – the physical world is not going to vanish. We'll remain embodied minds; will have co-existing analogue and digital worlds.Digital technologies shaping the possibilities we decide to embrace. … Can't have a paradigm shift in humanities because no basic set of beliefs to argue with… But maybe the shift to digital is so fundamental that it could be called a paradigm shift. … Even if you don't engage online, you'll still live in a world shaped by the digital.  Those who are online will come to define the norms. … Revolutionary vanguard in our midst – hope lies with the programmers, the coders – the only weapon that matters is running code. Have to build on technologies that are open, only way to build diverse online culture that allows all voices to be heard. … Means open data in a usable form – properly formulated so can be interpreted by anyone or any program that wants it; integrate them into the broader cultural space. Otherwise just disconnected islands.

Two good reasons to endorse open linked data. We're the first generation that's capable of doing this – have the tools, network, storage, processes. Within our power to digitise everything and make it findable. We may also be the only generation that wants to do it – later generations will not value things that aren't visible on the screen in the same way – they'll forget the importance of the non-digital. So we'd better get on with it, and do it properly. LOD is a foundation that allows us to build in the future.

Panel discussion…

Qu: how does open theme fit with orgs with budget cuts and need to make more money?
BT: when need to make money from assets, openness is a real challenge. There are ways of making assets available to people that are unlikely to have commercial impact but could raise awareness e.g. low-res for public access, high-res for commercial use [a model adopted by many UK museums].

Jill Cousins: there's a reputational need to put decent resolution images online to counter poor quality versions online.

Max: be clever – don't make an exclusive contract with digitisation partners – make sure you can also give free access to it.
Jill Cousins: User always been central to Europeana though got slightly lost along the way as busy getting data.  …  Big stumbling block – licenses. Not just commercial reasons, also about reputational risk, loss of future earnings, fear of giving away something that's valuable in future. Without CC licence, can't publish as linked open data. Without it, commercial providers like INA can't take the API. Can't use blogs that have advertising on them. Couldn't put it on Wikipedia. Or ArtFinder.  …  New [UK?] Renaissance report – metadata related to the digitised objects by cultural heritage orgs should be widely and freely available for re-use.
Workshops with content holders: Risks – loss of quality, loss of control, attribution, brand value, potential income ('phantom income'), unwanted spillover effects – misuse/juxtaposition of data. Rwards: increasing relevance, increasing channels to end users, data enrichment, brand value, specific funding opportunties, discoverability, new customers, public mission, building expertise, desired spillover effects. … You are reliant on user doing the right thing with attribution….
Main risks: unwanted spillover effects, loss of attribution, loss of potential income. Main rewards: new customers, increasing relevance, public mission. But the risks diminshed as the rewards gain more prominence – overall outweighed the risks.  But address those 3 areas of risk.
What next? Operationalise some of the applications developed.  Yellow Kitchen Maid paper on the business of open data. Working together on difficulties faced by institutions and licensing open data.
[notes from day 2 to follow!]
Ten questions about Europeana…
10 questions (and one general question)
The general question was, what can the community building with domain experts, developers and researchers/R&D/innovation work package in Europeana 2.0 do?  (Something like that anyway, it was all a bit confusing by that point)
You had to pick a question and go into a group to try and answer it – I've uploaded photos of the answer sheets.
1 Open source – if Europeana using open source software and is open software, should it also become a community-driven development project?
2 Open source – are doubts about whether OSS provides quality services justified? What should be done to ensure quality?
3 Aggregation and metadata quality – what will be the role of aggregators, and what is role of Europeana in LOD future?
4 What can Europeana do which search engines can't that justifies the extra effort of creating and managing structured metadata?
5 Is EDM [Europeana Data Model] still too complicated? If yes, what to simplify.
6 What is the actual value of semantic contexualisation, and could that not be produced by search engines?
7 enhance experience of exploring, discovering [see photo – it was too long to type in time!]
8 How important is multilingual access for discovery in Europeana? Which elements are the most important?
9 Can Europeana drive end-user engagement on the distributed sites and services of contributing archives?
10 How can we benefit from existing (local, international) communities in enriching the user experience on Europeana?

Usability: the key that unlocks geeky goodness

This is a quick pointer to three posts about some usability work I did for the JISC-funded Pelagios project, and a reflection on the process. Pelagios aims to 'help introduce Linked Open Data goodness into online resources that refer to places in the Ancient World'. The project has already done lots of great work with the various partners to bring lots of different data sources together, but they wanted to find out whether the various visualisations (particularly the graph explorer) let users discover the full potential of the linked data sets.

I posted on the project blog about how I worked out a testing plan to encourage user-centred design and set up the usability sessions in Evaluating Pelagios' usability, set out how a test session runs (with sample scripts and tasks) in Evaluating usability: what happens in a user testing session? and finally I posted some early Pelagios usability testing results. The results are from a very small sample of potential users but they were consistent in the issues and positive results uncovered.

The wider lesson for LOD-LAM (linked open data in library, archives, museums) projects is that user testing (and/or a strong user-centred design process) helps general audiences (including subject specialists) appreciate the full potential of a technically-led project – without thoughtful design, the results of all those hours of code may go unloved by the people they were written for. In other words, user experience design is the key that unlocks the geeky goodness that drives these projects. It's old news, but the joy of user testing is that it reminds you of what's really important…

Conference notes: Museums and Galleries Scotland's 'Collaborate to Compete'

My really quite rough-and-ready notes from Museums and Galleries Scotland's 'Collaborate to Compete' conference.  I've already posted my introductory notes for the session on 'Entrepreneurship and Social Media', so these notes are about the keynotes and the other sessions I attended.

The first speaker was Jeremy Johnson from Australia's Sovereign Hill, on 'Engaging with China: the new horizon for cultural and heritage tourism'.  He talked about their research-led marketing program aimed at getting Chinese visitors to Sovereign Hill, which included marketing work in China, hiring Chinese-speaking staff, and developing tailored tours and experiences.  They've also hosted Chinese student[?] teachers in their education department and organised touring exhibitions.  They also had to deal with talking about racism in the past treatment of Chinese Australians in Sovereign Hill – their technique is apparently to 'tell it how it was', but because Chinese Australians were 'extraordinary contributors to society' it was easy to focus on the many success stories.  In general, they've developed some experiences to meet the expectations of Chinese visitors, but still, 'the museum product has to be respected'.

Top quotes included:

  • 'you must be able to answer the question "what would make someone visit your museum?"' – there must be a compelling reason to visit
  • China is like 56 countries wrapped up into one. 'Saying you're going to China is like saying you're going to Europe'
  • 'Develop a market strategy to deliver visitor experiences at the right price'. The best marketing strategy can be undone if visitor experience does not meet the promise. Cultural awareness training essential for all staff and volunteers.
  • 'Bear in mind China isn't a democracy, not everyone gets access to Google'.

I then went to the first 'New Partnerships' seminar, where I heard lessons from the 'Curious' project at Glasgow Museums, including the possibility that 'sustainability can be about working with different people at different stages rather than the one group of people working with the museum during the whole process', and that 'people put together objects in ways that curators never would' (e.g. a ceramist put together objects from different parts of the world based on the presence of finger marks in the clay); partnership successes: mutual benefits, increased understanding, new opportunities, positive feedback; partnership challenges: managing expectations (also finding the right people to talk to), organisational structures, a draw on resources, tracking increases in visits.

In the same session, people from the 'Smart Collaborations' project talked about conceptual frameworks for collaboration, with a focus on attracting and retaining visitors within an area – it was hard to see the slides, but it seemed to be about designing experiences for tourists. The top tip was: don't be afraid to use offers, vouchers, or other deals to attract customers; and capture data when getting people in.

The plenary talk before lunch was Stuart Dempster (JISC's Strategic Content Alliance) on 'Sustaining Digital Resources' [earlier report at Business modelling and sustainability, new one will go live there next month ?]. If the digital age is a game-changer for institutions, how can bricks-and-mortar organisations not only be on the web, but of the web. What skills, licensing need to be in place? They've been looking at business models, including the effects of economic downturn and government cuts. Funded projects must deliver value to users, not just driven by curatorial concerns; a key concern is how to generate new forms of income with integrity.

Tips for communicating value to adminstrators: have a seat at the table whenever decisions are made about digital resources; engage administrators early to develop shared sense of responsibility for the project; have an advocacy campaign with users outside the institution so you've got voices of support when needed; identify different types of stakeholders and work appropriately with each – identify champions if you can.  Sustainable projects: empower leadership to define the mission and take action; create a strong value proposition; creatively manage costs; cultivate diverse sources of revenue; have a system of accountability.  Collaborations need consensus, communication, capacity, trust, metrics…

After lunch, Alphonse Umulisa, Director General of The Institute of National Museums of Rwanda spoke on 'Repositioning Cultural Tourism'. Previously at the Museum of London, his job is to raise awareness about Rwanda's history and heritage sites – difficult when Rwanda's history is so painful. They're trying to look forward to the future, and forget the past, but even knowing where to start was hard.  He said you can't learn history in schools in Rwanda – it's not taught – but you can learn Rwandan history in museums. The museums had to change from research institutions to learn how to attract tourists, and they had to get Rwandans visiting museums again. His talk was both utterly humbling – the Rwandan government's vision for 2020 is for every family to have a cow – and inspiring – his motto is: 'discover your museums, cherish your heritage'.

Tony Butler has posted his own notes from his inspiring talk on how the Museum of East Anglian Life transformed itself from a failing organisation to a thriving enterprise, and about his aim to make it a participative institution, a space for co-creation or to help people look at the world differently and to place the museum in the rhythm of daily life.

After my session on 'Entrepreneurship and Social Media', I went to a workshop on 'Smarter Museums' with Anne Murch (who prefers the concepts of resilience or entrepreneurship to 'sustainability').  The workshop covered the principles of a 'thinking environment': appreciation, attention, equality, incisive questions. We did a really interesting (and at first, challenging) exercise in pairs, where you had to either just listen, or just talk, for three minutes, before swapping with your partner.  It's hard – if you're meant to be listening, you want to encourage the person talking, or if you're talking, you want to stop and let the other person have a go.  We did it again later, and it was much easier.  We were also asked to consider "if we knew that together we can have a thriving museum that provides the very best experience for our visitors, what would the org look and feel like? What is the shift we need to make to deliver this?", and the importance of diversity as both the identity of the people that are shaping the future plans and the ideas that are generated. A team that takes a 'diagonal slice' across and down through the museum can be effective – the people with least power are often most creative and least encumbered. Another suggestion for better meetings was to frame each agenda item as a question.

The event closed with the launch of the National Strategy Consultation by Fiona Hyslop, Scottish Cabinet Secretary for Cultural & External Affairs National Strategy Consultation, with a speech that was a lovely celebration of the contribution of museums and cultural heritage to Scottish life.  The document itself outlines the context, guiding principles, vision, themes and objectives of the proposed sector consultation process, which will lead to the national strategy for Scotland’s Museums and Galleries.  (Interestingly, Australia is also running a 'Digital Culture Public Sphere' consultation for input into National Cultural Policy.)

'Entrepreneurship and Social Media' and 'Collaborating to Compete'

[Update: I hope the presentations from the speakers are posted, as they were all inspiring in their different ways.  Bristol City Council's civic crowdsourcing projects had impressive participation rates, and Phil Higgins identified the critical success factors as: choose the right platform, use it at the right stage, issue must be presented clearly. Joanne Orr talked about museum contexts that are encapsulating the intangible including language and practices (and recording intangible cultural heritage in a wiki) and I could sense the audience's excitement about Andrew Ellis' presentation on 'Your Paintings' and the crowdsourcing tagger developed for the Public Catalogue Foundation.]

I'm in Edinburgh for the Museums Galleries Scotland conference 'Collaborating to Compete'. I'm chairing a session on 'Entrepreneurship and Social Media'. In this context, the organisers defined entrepreneurship as 'doing things innovatively and differently', including new and effective ways of working. This session is all about working in partnerships and collaborating with the public. The organisers asked me to talk about my own research as well as introducing the session. I'm posting my notes in advance to save people having to scribble down notes, and I'll try to post back with notes from the session presentations.

Anyway, on with my notes…

Welcome to this session on entrepreneurship and social media. Our speakers are going to share their exciting work with museum collections and cultural heritage.  Their projects demonstrate the benefits of community participation, of opening up to encourage external experts to share their knowledge, and of engaging the general public with the task of improving access to cultural heritage for all.  The speakers have explored innovative ways of working, including organisational partnerships and low-cost digital platforms like social media.  Our speakers will discuss the opportunities and challenges of collaborating with audiences, the issues around authority, identity and trust in user-generated content, and they'll reflect on the challenges of negotiating partnerships with other organisations or with 'the crowd'.

You'll hear about two different approaches to crowdsourcing from Phil Higgins and Andy Ellis, and about how the 'Intangible Cultural Heritage' project helps a diverse range of people collaborate to create knowledge for all.

I'll also briefly discuss my own research into crowdsourcing through games as an example of innovative forms of participation and engagement.

If you're not familiar with the term, crowdsourcing generally means sharing tasks with the public that are traditionally performed in-house.

Until I left to start my PhD, I worked at the Science Museum in London, where I spent a lot of time thinking about how to make the history of science and technology more engaging, and the objects related to it more accessible. This inspired me when I was looking for a dissertation project for my MSc, so I researched and developed 'Museum Metadata Games' to explore how crowdsourcing games could get people to have fun while improving the content around 'difficult' museum objects.

Unfortunately (most) collections sites are not that interesting to the general public. There's a 'semantic gap' between the everyday language of the public and the language of catalogues.

Projects like steve.museum showed crowdsourcing helps, but it can be difficult to get people to participate in large numbers or over a long period of time. Museums can be intimidating, and marketing your project to audiences can be expensive. But what if you made a crowdsourcing interface that made people want to use it, and to tell their friends to use it? Something like… a game?

A lot of people play games… 20 million people in the UK play casual games. And a lot of people play museum games. Games like the Science Museum's Launchball and the Wellcome Collection's High Tea have had millions of plays.

Crowdsourcing games are great at creating engaging experiences. They support low barriers to participation, and the ability to keep people playing. As an example, within one month of launching, DigitalKoot, a game for National Library of Finland, had 25,000 visitors complete over 2 million individual tasks.

Casual game genres include puzzles, card games or trivia games. You've probably heard of Angry Birds and Solitaire, even if you don’t think of yourself as a 'gamer'.

Casual games are perfect for public participation because they're designed for instant gameplay, and can be enjoyed in a few minutes or played for hours.

Easy, feel-good tasks will help people get started. Strong game mechanics, tested throughout development with your target audience, will motivate on-going play and keep people coming back.

Here’s a screenshot of the games I made.

In the tagging game 'Dora's lost data', the player meets Dora, a junior curator who needs their help replacing some lost data. Dora asks the player to add words that would help someone find the object shown in Google.

When audiences can immediately identify an activity as a game – in this the use of characters and a minimal narrative really helped – their usual reservations about contributing content to a museum site disappear.

The brilliant thing about game design is that you can tailor tasks and rewards to your data needs, and build tutorials into gameplay to match the player’s skills and the games’ challenges.

Fun is personal – design for the skills, abilities and motivations of your audience.

People like helping out – show them how their data is used so they can feel good about playing for a few minutes over a cup of tea.

You can make a virtue of the randomness of your content – if people can have fun with 100 historical astronomy objects, they can have fun with anything.

To conclude, crowdsourcing games can be fun and useful for the public and for museums. And now we're going to hear more about working with the public… [the end!]