2020 and onwards

One of my aims a year ago was to blog more often - as you can see, that didn't happen. I had a plan, but ended up with so little time available thanks to lockdown and WFH with a small child around, that I had to prioritise other things. Whilst 2020 had many negatives, we were very fortunate - able to keep our jobs and WFH in relative comfort (especially once the small child returned to preschool!). We already had a regular Ocado delivery slot, and were able to share it with our elderly neighbours and also get supplies requested for the local food bank. In fact, Ocado gave us a very regular delivery slot because of all this spending!

Although I found the initial lockdown uncertainty rather frightening, I got a sense of perspective from my work. An early enquiry about 19th century cholera epidemics, and looking into those sources for a researcher (who had no way of accessing the finding aid for themselves with all libraries shut), really brought home how much better off we are in a 21st century pandemic. I also recalled even earlier pandemics, the Pharmacopolium, dating from 1630, at Kedermister Library, where I am the Hon. Librarian, includes remedies against plague. I am very glad not to be in a 17th century plague outbreak!

Plague remedy from Pharmacopolium [Kedermister Library]

Thankfully, my well-established work social media really came into its own. I'd been teaching a group of MA students not long before lockdown, and they produced creative writing assignments, which I published weekly on the blog - it ran for the final eight weeks of the first lockdown. And I was able to use existing blog content to take part in Twitter campaigns running at the time - a great way to make the collections known to a wider audience. Whilst it was strange to be separated from the collections for a while, I enjoyed making connections online, and also found much more accessible CPD opportunities became available. Whereas I'd been struggling to attend some things previously - it's hard to go to a full day or longer event involving travel if you don't have childcare available on that day - it became a lot easier to drop into short webinars/mini conferences/AGMs on a range of topics and I even ended up co-organising one for the Cathedral Archives, Libraries and Collections Association. 

Professionally, this was the year I'd been planning to complete a teaching qualification (Associate Fellow of the Higher Education Academy) and to revalidate my CILIP Chartership. I had also been fortunate enough to win a place on Aurora, a leadership development initiative for women in HE, the previous year and was due to join this between February and July 2020. I successfully revalidated early in 2020. I had been working on the AFHEA since the summer of 2019, had a plan for the reading I needed to do, which teaching observations to do and knew which evidence I was going to write up when. Which meant I was in a good position when lockdown happened, as I'd already completed a lot of the work. I still managed to submit on time and was delighted to discover later on in the year that I had passed!

Aurora ran for one session in a central London hotel in February. It was amazing, and I came away with some tools and tips to use, plus some new connections. It then restarted in October, all online. It is still amazing, and I am learning a lot from it, but I am still rather sad not to have the full experience all the way through - particularly those incidental conversations at breaks and lunchtime. It also includes some mentoring, which I am finding really helpful.

So, what does 2021 hold? I will finish Aurora early in the year. I am planning to revalidate my Chartership again, this time making the most of the online learning skills I acquired in 2020. Last year I also started working towards Registration with the Archives and Records Association, the equivalent of Chartership for the archives world. I am really pleased with how my planning and organisation paid off last year, despite having such seismic changes to deal with - my blog post back in 2017 on getting organised seemed really apposite and I will definitely be carrying on with this, although I need to update that post with tweaks I've made since.

What are your professional plans for 2021? 

Webinar: preparing to digitise your archives

Long time no blog! I've been on maternity leave, and am planning to write some reflections on that and returning to work soon. But, in the meantime, here's my write up of a webinar I took part in last week from The National Archives. As with the previous webinar I've taken part in, on forward planning, this was a great opportunity to learn more about a topic in a free and easy format, as it only took an hour of my time at work and there was no need to even leave the building!

It was clearly structured and covered the basics of planning a digitisation project. This is my summary of the contents:

Scope your project

• Spent time deciding what to include and exclude in your project. Digitisation is costly so avoid creating extra work by trying to digitise too much. Be focussed!
• Start with a small pilot, digitise a small sample and run it through all of the digitisation processes.
• Consider possible outputs. Tiff files are the most sensible format to capture for the master copy, with 300PPI for most paper originals and 400-600PPI for photographs. PDF is not recommended.

In-house or outsourced?
This decision depends on the size of the project, type, budget and internal capacities. The pros and cons are:
Outsourcing
Pros: Can be cheaper, technical knowledge isn't needed, less stress for staff, saves time  
Cons: Less control over project, relocation of collection/providing access to the material, fragile or sensitive material, restrictions on rescoping the project once it is underway.
In-house
Pros: More control, staff skill development, may save money in the long run, keeps collections in one place
Cons: Lack of in-house skills, big investment in equipment needed, lack of suitable infrastructure, no in-house experience

If considering outsourcing: shop around, get quotes and look at company's existing work. Visit their site and check their set up. Ask for samples early on in the project and have regular project catch ups. Make sure you have a contract.

Document preparation
Preservation/conservation: Assess condition of the collection and whether work by a conservator is needed in order to digitise without damaging the originals. Remove all metal pins, clips etc. Digitisation can take place through Melinex sleeves. How are you going to digitise books safely - unbind the volume, use a camera rather than a scanner etc?

Consider capture and post-processing equipment
There are pros and cons to using cameras and scanners.
Document preservation: a camera provides more alternatives to capturing the image without causing damage
Image quality: cameras tend to produce better results
Price: bear in mind that equipment needs to be kept up-to-date (this should be factored into the cost of outsourcing). Depending on the size of the project, renting equipment may work out cheaper.
Useability: scanners tend to be more straightforward to use with fewer settings. Cameras require colour calibration and that the lens be kept clean.
Versatility: scanners work well with flat materials, but aren't suitable for digitising books. Cameras tend to offer more versatility.

Post processing
Images are usually captured in RAW format then need to be processed. RAW files are very large, so this needs to be considered when assessing file storage needs. Obviously the file format must be compatibile with the image processing and storage software being used.

Metadata and storage
Technical metadata is included at the capture stage, for instance camera settings, focal length, exposure. It may be embedded within the image and then shared in a spreadsheet.
Descriptive metadata is the description of what the item is, such as names, dates and places so that the digitised image is discoverable. It can be captured by OCR (although this has severe limitations) or manually (time consuming and expensive).
Storage ensure you have the the basics, such as a server large enough to store the files and a means of backing them up.

What I've learnt and will take forward:
Visit other archives/Special Collections to learn from their experiences.
Keep it as simple as possible and only capture what is relevant. 
Know what the outcomes of the project are before commencing image capture. 
Never destroy the original after digitisation, unless they are acetate negatives.

Webinar: forward planning

I'm a bit behind with blog posts, but getting caught up again now. Back in June I joined a forward planning webinar put on by The National Archives.

This lasted about an hour, and was a good way of finding out more about forward planning for archives, particularly as I could "attend" it from the comfort of my own office without incurring any travel costs or having to take time away from work.

We started off by testing out the webinar voting buttons by comparing how much progress participants so far had made with forward planning. Some of the reasons we might not be looking into it at the moment were: no time, no budget, things change too fast, organisation is too small BUT the emphasis was really on using our resources wisely, which means forward planning is essential. In times of uncertainty a forward plan is a useful advocacy tool to show the capabilities of your service and that your resources are used well, as well as how you are contributing to wider corporate priorities.

The essential (but flexible) ingredients of a forward plan are:

1. Mission
2. Review and evaluation of previous plan(s)
3. Analysis of internal and external environment in which service exists
4. Stakeholder consultation and analysis of views
5. Strategic aims
6. Specific objectives beneath each strategic aim
7. Action plan(s)
8. Resource plan(s)
9. Date plan(s) will be reviewed

As far as timescales go, it is good practice to plan in detail for the next year

Guidelines for writing the plan:

• Keep it simple
• Focus on highlights
• Include things that haven't happened (and why)
• If you have no previous plan, review the previous couple of years.

Analysis

Use SWOT or PESTLE analysis to determine the factors affecting your service.

Aims, objectives, actions and resources

What people and budget are needed to meet the archive's objectives and deliver the plan?

Who will write the plan?

• Don't write it alone - another pair of eyes is always useful!
• Have someone in a co-ordinating role to oversee the content
• Include a range of perspectives from within the organisation
• Compare notes with colleagues in other services.

Once you have a plan:

Use it-

• to plan work loads
• identify grants
• monitor progress
• to know how well you're doing
• to make the case for new resources

Renew it-

• don't let the plan die
• revisit each year's aims and objectives
• make sure your plan moves with time

Consulting with users and volunteers?

• Don't ask too many questions - keep it targetted.
• Ask quite specific questions, not "what could we do better".

Forward planning resources

Forward planning resources on TNA.
Collections Trust

I found the webinar very reassuring, as it helped me get a handle on what I need to do to create a forward plan. It was also good to be told that it doesn't have to be 110% perfect in order to be put in for the Archives Accreditation standard!