CLAA conference 2015

The theme for the 2015 Cathedral Libraries and Archives Association Conference was 'Placing the library and archive at the heart of the cathedral', which doesn't immediately appear to be connected to my current job! However, the theme could be applied to any institution and proved to be highly relevant to many working situations.

Westminster Abbey

The conference was held in the beautiful historic surroundings of Cheyneygates at Westminster Abbey. The first speaker was Ellie Jones, the Archivist from Exeter Cathedral Library & Archives, who spoke about the cathedral's highly successful HLF funded project to share their treasures more, which eventually also led to them becoming one of the first institutions to earn Archives Accreditation.  She outlined the improvements they had been able to make to their facilities, and how their increased outreach had made it possible for more people to experience their collections. This included a year 8 teacher who had seen one of their blog posts, leading to a project about Shakespeare. They have had a big push to make material more accessible online, partly via having an EOSweb catalogue, although there is currently no archive finding aid available online. Working with colleagues in the cathedral was very important, so they encouraged directors to bring their families in to visit to support more engagement with the collections.

Emily Naish, from Salisbury Cathedral Library and Archives, then gave a talk on the dangers of encouraging collections to be for scholarly use only, as had happened at Salisbury from 1983 until recently. This had resulted in the library becoming invisible within the cathedral and attaining an almost mythical status, with the only catalogue one printed in 1880 and available in a few Oxbridge libraries. The big change in recent years had led to the creation of a number of policies covering access and collections. Collections have been consolidated, spotlight talks now take place in the cathedral, with improved information available on the website. They are also working with the Education Officer to encourage school groups to visit. Volunteers and cathedral staff now have dedicated drop in sessions twice a week, which has encouraged guides to know more about the library. It is important that the library is relevant to the cathedral rather than an historical curiosity - it has to be useful to staff and volunteers, and has to be useful to the fundraising department.

General Synod chamber

After a trip round the corner to Church House to see the Cathedral and Church Buildings Library, Synod chamber, an extremely good lunch and the CLAA AGM, we returned to Cheyneygates for the afternoon's speakers. First was Lisa di Tommaso, from Durham Cathedral, on the renewal of their collections. Durham had already supported scholarship and learning for 1000 years and are working to make their collections more accessible now. Lisa gave a brief overview of the history of the collections and the team working there, before explaining the "Open treasure" project, designed to bring the collections into the heart of Durham Cathedral's visitor experience. The project encompasses an exhibition space and a new specialist search room, along with outreach programmes. This includes developing reading groups with people who historically have had less contact with the cathedral, and 11 - 15 year olds will be able to have a go at curating an exhibition. Key activities have included taking a replica of the Lindisfarne Gospels to visit people who couldn't visit the physical exhibition and raising awareness of the collections by making exhibition loans.

Finally Vicky Harrison, Collections Manager at York Minister, spoke about unlocking their collections. She gave an outline of York's successful HLF bid for "York Minster revealed". Communication with the rest of the cathedral, particularly Chapter, was key, and reports were structured into four sections as per the Accreditation standard, which helped to show that they were working to the future rather than concentrating on the past. The future will involve working together rather than as three separate disciplines (library, archive, collections). The key is to plan what you're doing, and to communicate this. And always have three top messages you want to get across at the forefront of your mind.

HLF conference 2014: Beyond the bid

The 2014 Historic Libraries Forum conference took fundraising, project management and related issues as its theme. I was one of the co-organisers, and also hosted it at Brunel University Library. These topics had been suggested by attendees at previous conferences and workshops. Slides from most of the speakers are available on the HLF website.

I found all the speakers really interesting, although I must admit that I missed some parts as I was running around behind the scenes as the host too!

The first speaker was Fiona Talbott, Head of Museums, Libraries and Archives at the Heritage Lottery Fund, who talked us through the various funding streams available from the Other HLF and offered guidance on making a successful application. The key thing seemed to be to take advantage of all the help and advice offered from the HLF, such as submitting a project enquiry form and then taking note of any feedback in your final application. Fiona was very encouraging, urging people to apply - they have £375m in grants to award each year, and I found it particularly useful to be able to ask questions at the end of the morning.

The second of the morning speakers was Louisa Yates, Director of Collections and Research at Gladstone's Library, who introduced us to the library and talked about what they need to do to keep it running, as it is completely independent and needs to generate all of its own income. Louisa talked about the implications of higher education funding, and looking for collaborative opportunities (which are very attractive to funding bodies). Gladstone's Library has been working on a huge project to make manuscripts available as a collaboration between libraries and universities. This meant a lot of cataloguing and recording (using standardised terms, Dublin Core and LCSH, plus some local subject headings) before digitization could take place. Some of the problems they faced during the project were:

• Took time away from working on other projects - with a small staff someone still has to do the work
• Many of their volunteers were reluctant to use laptops or tablets. You have to work with the people you have. The solution here was to go low tech and use pencils and paper.
• Working out IT issues as they needed equipment. They already had a Heritage OPAC, and opted to use cloud storage.

Following a rather tasty lunch, the first afternoon speaker was Ann Barwood, Canon Librarian at Exeter Cathedral, who talked us through their collections and how they had managed to go from 2001, when the collections were at risk of sale, housed on different sites, and with little space and no money, to the present day, which is very different! Ann's talk was very positive and encouraging, relating how things had started with a Preservation Assessment Survey from the National Preservation Office and started to make approaches to grant-making trusts. They also began public engagement work, holding a month long exhibition in the cathedral and used Heritage Open Days to link with events in the city. There first application to the HLF was unsuccessful, but they talked to English Heritage and local authorities about improvements, and tried to move away from the previous "culture of elitism", where the library was only used by academics and clergy, to making everyone welcome. The building they now have has brought the collection together, and includes a space for exhibitions. This meant that a subsequent application was approved, and they have since gone on to become one of the first accredited archives in England!

Louise Anderson, Librarian at Downside Abbey, told us about their experience with managing volunteers. Volunteers are generally an essential part of projects, particularly as funders often want to see volunteer contributions as part of the project before they will award funding. Downside is in receipt of an HLF grant for their 'Beacon of learning' project and is using volunteers initially to work on modern accessions, preventative conservation and recording bibliographic details. Once building work has finished, they will help to invigilate the reading room, re-shelve items and act as tour guides.Volunteers were asked to stick to a particular day/time so that a rota could be organised. The arrangement was formalised with a handbook. The main issues with using volunteers were:

• The original volunteer ad wasn't viewed by the archivist/librarian before it went out, resulting in a mismatch between volunteer expectations and the reality of the work. This could make maintaining job satisfaction difficult.
• Supervising volunteers can take up a lot of time, as does scheduling. It can help to keep at least some of each week volunteer-free. Sourcing work of the right level for them to do can be challenging.
• All volunteers had to be DBS checked, which was done by Downside School, but took a very long time as it wasn't a priority for their HR department.
• There is a limit to what volunteers can be asked to do, and they may be unreliable, after all, they are under no obligation to turn up!
• Remember that resources are needed - computers, desk space, as well as staff time.

Using volunteers had been a success though. They were providing social media content and helped with book moves at the start of the project. They have been able to speed up cataloguing times, by counting pages and undertaken preventative conservation work that otherwise would not have happened. Getting volunteers involved has also helped to improve public perceptions of an institution that had been perceived previously as inward-looking.

The final speaker of the day was Dunia Garcia-Ontiveros, Head of Bibliographic Services at the London Library. Dunia explained how they had managed their retrospective cataloguing project to bring three different catalogues and finding aids into one place and update them. This was an enormous project, which is still ongoing, and commenced in 1991 with their 150th anniversary appeal. Apparently attaching fundraising to an anniversary can be a big help! They have needed to maintain momentum throughout their project and some things that have helped are:

• Each cataloguer works on one subject at a time to help with consistency.
• Try and take into account staff interests when assigning cataloguing, as this helps with motivation.
• Track and keep regular statistics. Monitor productivity.
• Stay flexible
• Have regular meetings, as this also helps with motivation.

Highlights of their project had included contributing to COPAC in 2012 and gaining designated status, a brilliant indicator of the worth of their collections. This can also help with fundraising.

I really enjoyed my day at the conference. I feel like I have learnt a lot about managing projects as a whole, and not just about fundraising for them.

Voices for the library

On behalf of the Historic Libraries Forum, I was asked to write a blog post for Voices for the Library to help public libraries with rare or historic book collections find support and advice. You can read the post here: Libraries in danger: a different angle.

This was a nice example of networking - I met Gary Green, from Voices for the Library, at the CIG12 conference, where he spoke and I introduced myself to him afterwards, mainly at that point because he works for Surrey libraries, the public library service I use myself. It was when the sale of books from Wigan public library became public that we came up with the idea of a blog post.