New challenges in digital history: sharing women's history on Wikipedia – my talk notes

I'm at The Albert M. Greenfield Digital Center for the History of Women's Education at Bryn Mawr College for the inaugural Women's History in the Digital World Conference. Since I'm about to speak and ask historians to share their research and write history in public, I thought I should also be brave and share my draft talk notes (which I've now updated with formatted references, though Blogger is still re-formatting things slightly oddly).

Introduction: New challenges in digital history: sharing women's history on Wikipedia

[slide – title, my details]
Hi, I'm Mia. I'm actually doing a PhD on scholarly crowdsourcing, or collaboratively creating online resources, and, thinking about the impact of digitality on the practices of historians, so this paper is indirectly related to my research but isn't core to it.
I proposed this paper as a deliberate provocation: 'if we believe the subjects of our research are important, then we should ensure they are represented on freely available encyclopedic sites like Wikipedia'. Just in case you're not familiar with it, Wikipedia is a free online encyclopedia 'that anyone can edit.' It contains 25 million articles, over 4 million of them in English, but also in 285 other languages, and has 100,000 active contributors[1].

'Brilliant Women' at the National Portrait Gallery

The genesis of this paper was two-fold. The 2008 exhibition 'Brilliant Women: 18th Century Bluestockings' at the UK National Portrait Gallery, made the point that 'Despite the fact that 'bluestockings' made a substantial contribution to the creation and definition of national culture their intellectual participation and artistic interventions have largely been forgotten'. As a computer programmer, reinventing the wheel and other inefficient processes drive me crazy, and I began to think about how digital publishing could intervene in the cycle of remembering and forgetting that seemed to be the fate of brilliant women throughout history. How could historians use digital platforms to stop those histories being lost and to make them easy for others to find?

[Screenshot – Caitlin Moran quote from How to be a woman: 'Even the ardent feminist historian, male or female – citing Amazons and tribal matriarchies and Cleopatra – can't conceal that women have done basically f*ck-all for the last 100,000 years']
A few years later, by then a brand-new PhD student, I attended the Women's History Network conference in London in 2011 and learnt of so many interesting lives that challenged conventional mainstream historical narratives of gender. I wished that others could hear those stories too. But when I asked if any of these histories were available outside academia on sites like Wikipedia, there was a strong sense that editing Wikipedia was something that other people did. But who better to make a case for better representation of women's histories than the people in that room? Who else has the skills, knowledge and the passion? Some academic battles may have been won regarding the importance of women's histories, but representing women's histories on the sites where ordinary people start their queries is hugely important. The quote on this slide illustrates why – even if it was meant in jest, it represents a certain world view.

WikiWomen's Collaborative

[slide – logos from http://en.wikipedia.org/wiki/Wikipedia:WikiWomen%27s_History_Month http://meta.wikimedia.org/wiki/WikiWomen%27s_Collaborative ]
Of course, I'm not the first, and definitely not the most qualified to make this point. I would also like to acknowledge the work of many groups and individuals, particularly within Wikipedia, that's preceded this.[2]

[slide – Scripps editathon, #tooFEW]
Things move fast in the digital world and we're at a different moment than the one when I proposed this paper. Gender issues on Wikipedia had been discussed for a number of years but there's been a recent burst of activity, including the #tooFEW ('Feminists Engage Wikipedia') editathons – 'a scheduled time where people edit Wikipedia together, whether offline, online, or a mix of both' – [3], held online and in person across four physical sites.[4] [5] I was going to be provocative and ask you to create Wikipedia entries about the histories you've invested so much in researching, but some of that is happening already. As a result, this is version 2 of this paper, but my starting question remains the same – assuming we believe that women's history is important, what's wrong with our current methods of research dissemination and dialogue?

The case of the Invisible Scholarship

[slide – outline of section]
Cumulative centuries of archival and theoretical work have been spent recovering women's histories, yet much of this inspiring scholarship might as well not exist when so few people have access to it. Sadly, it's currently the case that scholarship that isn't deliberately made public is invisible outside academia. The open access movement, with all its thorny complications, is one potential solution. Engaging in new forms of open scholarship and disseminating research on sites where the public already goes to learn about history is another.

If it's not Googleable, it doesn't exist.

[slide – screenshot of unsuccessful search for Ina von Grumbkow]
Most content searches start and end online. The content and links available to search engines inform their assumptions about the world, and they in turn shape the world view presented on the results screen. If the name of a historical figure doesn't show up in Google, how else would someone find out about them? While college students might be heavy users of Google's specialist Google Scholar search, it's unlikely that people would come across it accidentally, not least because there's a 'semantic gap' between the language used in academia and the language used in everyday speech. Writing for Wikipedia means writing in everyday language, and the site is heavily indexed by search engines – it doesn't take long for content created on Wikipedia – even on a user's talk page and not the main site – to show up in Google results. So one reason to take history on Wikipedia seriously is that it affects what search engines know about the world.

'Did you mean… hegemony?'

Search for 'Viscountess Ranelagh', Google says 'Did you mean Viscount'. No. 

[slide – screenshot  of search for 'Viscountess Ranelagh and the Authorisation of Women's Knowledge in the Hartlib Circle', Google says 'Did you mean Viscount'. No.]
Scholarship and sources contained in specialist online archives and repositories are often off-limits to the Google bots that crawl the web looking for content to index. Because search engines normalise certain assumptions about the world, getting more content about women's histories in publically accessible spaces will eventually have an effect in the algorithms that determine suggestions for 'did you mean' etc. Contributions to sites like Wikipedia can eventually become contributions to the 'knowledge graphs' that determine the answers to questions we ask online.

If it's behind a paywall, it only exists for a privileged few

[Slide – Screenshot of blocked attempt to access 'Wives and daughters of early Berlin geoscientists and their work behind the scenes']
Specialist users will be able to find academic research via Google Scholar, but any independent scholars in attendance will be able to speak to the difficulties in gaining access to journal articles without membership of an institutional library. Journal articles obviously have a lot of value within academic communities, but the research they represent is only available to a privileged few.

Why does Wikipedia matter?

[slide: For some, Wikipedia is the font of all wisdom]
Wikipedia is one of the most visited websites in the world. As one commentator said, 'people turn to Wikipedia as an objective resource' but ' it's not so objective in many ways.'[6]

However, as the free online encyclopedia 'that anyone can edit', it also provides the ability to take direct action to fix the under-representation of women's history. President of the AHA, William Cronon said, 'Wikipedia provides an online home for people interested in histories long marginalized by the traditional academy'[7] – this may not be entirely true yet, but we can hope.

Wikipedia is not yet encyclopedic

[Slide – Ina screenshot]
The English version of Wikipedia has over 4 million articles but it still has some way to go to become truly encyclopedic. Martha Saxton has noted the absence of women's history content on Wikipedia and was distressed by 'its superficiality and inaccuracies when present [8]'. Just as female assistants, secretaries, collectors, illustrators, correspondents, translators, salonists, cataloguers, text book writers, popularisers, explorers, pioneers and colleagues have been left out of traditional academic histories and gradually reclaimed by historians, they are often still invisible on Wikipedia. This may be partly because not enough women edit Wikipedia – as Wikipedia User Gobonobo says, 'editors often contribute to topics they are familiar with and that concern them […] This systemic bias has the potential to exacerbate an historical record that already gives undue emphasis to men.' [9]

The under-representation of women's history undermines Wikipedia's claim to be encyclopedic. Issues include missing entries or omissions in coverage for existing topics, entries with inaccurate content, a failure to represent a truly 'neutral point of view', and a representation of 'male' as the default gender.

Many notable women have been buried in pages titled for their husbands, brothers, tutors, etc. In 1908 Ina von Grumbkow undertook an expedition to Iceland. She later made significant contributions to the field of natural history and wrote several books but other than passing references online and a mention on her husband's Wikipedia page, her story is only available to those with access to sources like the ' Earth Sciences History' journal[10][11].

[Slide: 'Main articles: List of Fellows of the Royal Society and List of female Fellows of the Royal Society '.]
Some of the categories used in Wikipedia posit the default gender as male. For example, there's a ' List of Fellows of the Royal Society ' and ' List of female Fellows of the Royal Society'.

Wikipedia and the challenges of digital history

Writing for Wikipedia encapsulates many, but not all, of the challenges of digital history.

New forms of writing

Writing for Wikipedia calls upon historians to write engaging, intellectually accessible, succinct text that still accurately represents its subject. It not only means valuing the work and skills in writing public history, it requires the ability to write history in public.

Writing for a 'neutral point of view' – one of the key values of Wikipedia – is challenging for historians. Many may find difficult to believe that it's even possible, and it's difficult to achieve [12].

Unlike traditional historical scholarship, characterised by 'possessive individualism' [13] and honed to perfection before publication, Wikipedia entries are considered a work in progress, and anyone who spots an issue is asked to fix it themselves or flag it for others to review.

It won't advance your career

While it might have a large public impact, editing Wikipedia is work that isn't credited in academia, and it takes time that could be used for projects that would count for career advancement. More importantly from Wikipedia's point of view, you can't promote your own work on the site, so writing about your own research interests is not straightforward if not many people have published in your area of expertise.

“On the internet, nobody knows you're a professor”

In a comment with 'pointers for academics who would like to contribute to Wikipedia' on a Chronicle article, commentator 'operalala' said, '"On the internet nobody knows you're a professor." If you're used to deferential treatment at your home institution, you'll be treated like everybody else in the Wide Open Internet.'[14] Or in William Cronon's words, you must 'give up the comfort of credentialed expertise'.[15] Anyone can edit, re-shape or even delete your work.

Just like academia, Wikipedia has ways of establishing the credibility and reputation of a contributor, and just like any other community, there are etiquettes and conventions to observe. As newcomers to the community, Claire Potter warns that it's important not to think of Wikipedia as 'another realm for intellectuals to colonize and professionalize'.[16]

The opportunities and challenges of women's history as public history on Wikipedia

Opportunities

#WomenSciWP editathon at the Royal Society

Wikipedia uses red links to represent entries that could be created but don't yet exist. Women's history editathons often create lists of red-linked names as suggested topics that could be created [17] . Projects on and outside Wikipedia, and events at institutions like the Smithsonian and Royal Society and just last weekend at three THATCamps across the United States might be part of a critical mass of people learning how to edit Wikipedia to better include women's history.

Compared to the lengthy process of writing for academic publication, a new Wikipedia entry can be created in a few hours, allowing for time to structure the content and format the references as necessary to pass the first quality bar. An existing entry can be corrected in minutes. Each editathon or personal edit improves the representation of women's history, and there's something very satisfying about turning red links blue.

Ina von Grumbkow's name red-linked on her husband's Wikipedia page

Adding the brackets that turn a piece of text into a red link, suggesting the possibility of an entry to be created is a small but potentially powerful intervention. Red links can render the gaps and silences visible.

Resistance

Creating or editing entries on women's history may be relatively easy, but making sure they stay there is less so. There are countless examples of women having to fight to keep changes in as other editors revert them, argue about their choice of sources, the significance or notability of their topic. Wikipedians are zealous in preventing spammers and crackpots polluting the quality of the site, which explains some of the rapid 'nominations for deletion', but some pockets of the site are also hostile to women's history or to women themselves.

Saxton said editing Wikipedia is 'not for the faint of heart' and 'a lesson in how little women's history has penetrated mainstream culture'. There's work to be done in sharing and normalising an understanding of the historical circumstances and cultural contexts that created difficulties for women. We might know that, as Janet Abbate said, 'The laws and social conventions of a given time and place strongly shape the kinds of technical training available to women and men, the career options open to them, their opportunities for advancement and recognition' [18] but until other Wikipedians understand that, there will continue to be issues around 'notability'. Having those conversations as many times as necessary might be tiring and uncomfortable or even controversial, but it's part of the work of representing women's history on Wikipedia.

Tensions

'Reliable sources'

Wikipedians may have different definitions of 'reliable sources' than scholarly researchers. As one academic discovered:
"Wikipedia is not 'truth,' Wikipedia is 'verifiability' of reliable sources. Hence, if most secondary sources which are taken as reliable happen to repeat a flawed account or description of something, Wikipedia will echo that."' [19]

The same gatekeepers matter

As some academics have found, 'Wikipedia differs from primary-source research, from scholarly writing, and how it privileges existing rather than new knowledge' [20] [21] Wikipedia is not the place to redress fundamental issues with silences in the archives or in the profession overall, not least because on Wikipedia, primary research is bad and secondary sources are good [22] . This puts the onus back on to traditional academic publishing in peer-reviewed journals and books that can be cited in Wikipedia articles, though other published works such as 'credible and authoritative books' and 'reputable media sources' can also be cited.

'Notability'

'A person is presumed to be notable if he or she has received significant coverage in reliable secondary sources that are independent of the subject. […] the person who is the topic of a biographical article should be "worthy of notice" – that is, "significant, interesting, or unusual enough to deserve attention or to be recorded" within Wikipedia as a written account of that person's life.' [23] 'The common theme in the notability guidelines is that there must be verifiable, objective evidence that the subject has received significant attention from independent sources to support a claim of notability.' [24] This creates obvious difficulties for some women's histories.

It's also difficult to judge where 'notability' should end. When does focusing on exceptional women become counter-productive? When do we risk creating a new canon? When does it stop being remarkable that a woman became prominent in a field and start being more accepted, if still not expected? [25] At what point should writing shift from individual entries to integration into more general topics?

Conclusion

Sometimes it's hard to tell whether Wikipedia lags behind academia's acceptance and general integration of women's history into mainstream history or whether it is representative of the field's more conservative corners. Recent digital history projects are doing a good job in explaining some of the issues with key sources for Wikipedia like the Oxford Dictionary of National Biography [26] , and I'd hope that this continues. As Martha Saxton said, 'integrating women's experience into broad subjects' is 'both more challenging intellectually and ultimately, more to the point of the overall project of bringing women into our acknowledged history'. [27]

But it's also clearly up to us to make a difference. If it's worth researching the life and achievements of a notable woman, it's worth making sure their contribution to history is available to the world while improving the quality of the world's biggest encyclopaedia. And it doesn't mean going it alone. It's still just Women's History Month so it's not too late to sign up and join one of the women's history projects, or to plan something with your students. [28] [29] [30]

I'd like to close with quotes from two different women. Executive Director of the Wikimedia Foundation, Sue Gardner: 'Wikipedia will only contain 'the sum of all human knowledge' if its editors are as diverse as the population itself: you can help make that happen. And I can't think of anything more important to do, than that.' [31]
 
And to quote Laura Mandell's keynote yesterday: 'Let's write and publish about each other's projects so that future historians will have those sources to write about. … Nothing changes through thinking alone, only through massive amounts of re-iteration'. [32]

[Update: based on questions afterwards, you may want to get started with Wikipedia:How to run an edit-a-thon, or sign up and say hello at Wikipedia:WikiProject Women's History. You could also join in  the Global Women Wikipedia Write-In #GWWI on April 26 (1-3pm, US EST), and they have a handy page on How to Create Wikipedia Entries that Will Stick.

And update April 30, 2013: check out 'Learning to work with Wikipedia – New Pages Patrol and how to create new Wikipedia articles that will stick' by the excellent Adrianne Wadewitz.

Update, June 9: if you're thinking of setting a class assignment involving editing Wikipedia, check out their 'For educators' and 'Assignment Design' pages for tips and contact points.  June 18: see also Nicole Beale's 'Wikipedia for Regional Museums'.

Update, August 21, 2013: content on Wikipedia appears to have had an additional boost in Google's search results, making it even more important in shaping the world's knowledge. More at 'The Day the Knowledge Graph Exploded'.

New link, February 2014: Jacqueline Wernimont's Notes for #tooFEW Edit a thon based on a training session by Adrianne Wadewitz are a useful basic introduction to editing.]


References

[1] Various. ‘Wikipedia’. 2013. Wikipedia. http://en.wikipedia.org/wiki/Wikipedia.
[5] Barnett, Fiona. 2013. ‘#tooFEW – Feminists Engage Wikipedia’. HASTAC. March 11. http://hastac.org/blogs/fionab/2013/03/11/toofew-feminists-engage-wikipedia.
[6] Gobry, Pascal-Emmanuel. 2011. ‘Wikipedia Is Hampered By Its Huge Gender Gap’. Business Insider. January 31. http://www.businessinsider.com/wikipedia-is-hampered-by-its-huge-gender-gap-2011-1#.
[7] Cronon, William. 2012. ‘Scholarly Authority in a Wikified World’. Perspectives on History, American Historical Association. February 7. http://www.historians.org/perspectives/issues/2012/1202/Scholarly-Authority-in-a-Wikified-World.cfm.
[8] Saxton, Martha. 2012. ‘Wikipedia and Women’s History: A Classroom Experience’. Writing History in the Digital Age. http://writinghistory.trincoll.edu/crowdsourcing/saxton-etal-2012-spring/.
[9] Gobonobo. 2013. ‘User:Gobonobo/Gender Gap Red List’. Wikipedia. https://en.wikipedia.org/wiki/User:Gobonobo/Gender_Gap_red_list
[10] Various.. ‘Hans Reck’. Wikipedia. https://en.wikipedia.org/wiki/Hans_Reck
[11] Mohr, B. A. R. 2010. Wives and daughters of early Berlin geoscientists and their work behind the scenes. Earth Sciences History 29 (2): 291–310.
[12] As commenter Operalala suggested, one challenge is recognising ‘the difference between the plurality of academia and the singularity of a Wikipedia article’. Comment http://chronicle.com/article/The-Undue-Weight-of-Truth-on/130704/#comment-437781354 on Messer-Kruse, Timothy. 2012. ‘The “Undue Weight” of Truth on Wikipedia’. The Chronicle of Higher Education. February 12. http://chronicle.com/article/The-Undue-Weight-of-Truth-on/130704/.
[13] Rosenzweig, Roy. 2006. ‘Can History Be Open Source? Wikipedia and the Future of the Past’. The Journal of American History 93 (1) (June): 117–46. https://chnm.gmu.edu/essays-on-history-new-media/essays/?essayid=42
[14] Operalala on Messer-Kruse, 2012 [15] Cronon, 2012.
[16] Potter, Claire. 2013. ‘Looking for the Women on Wikipedia: Readers Respond’. The Chronicle of Higher Education. March 14. http://chronicle.com/blognetwork/tenuredradical/2013/03/looking-for-the-women-on-wikipedia-readers-respond/
[18] Janet Abbate, "Guest Editor's Introduction: Women and Gender in the History of Computing," IEEE Annals of the History of Computing, vol. 25, no. 4, pp. 4-8, October-December, 2003
[19] Messer-Kruse, 2012.
[20] Anderson, Jill. 2013. ‘A Supposedly Fun Thing I’ll (Probably) Never Do Again’. True Stories Backward. http://girlhistorian.wordpress.com/2013/03/16/a-supposedly-fun-thing-ill-probably-never-do-again/
[21] Messer-Kruse, 2012.
[22] Various. 2013. ‘Wikipedia:No Original Research’. Wikipedia. https://en.wikipedia.org/wiki/Wikipedia:No_original_research
[23] Various. 2013. ‘Wikipedia:Notability (people)’. Wikipedia. http://en.wikipedia.org/wiki/Wikipedia:Notability_(people)
[24] Various. 2013. ‘Wikipedia:Notability’. Wikipedia. https://en.wikipedia.org/wiki/Wikipedia:NOTE
[25] Or as Christie Aschwanden says when proposing the 'Finkbeiner test' for contemporary journalism about women in science, 'treating female scientists as special cases only perpetuates the idea that there’s something extraordinary about a woman doing science'. Aschwanden, Christie. 2013. ‘The Finkbeiner Test’. Double X Science. March 5. http://www.doublexscience.org/the-finkbeiner-test/
[26] For a recent example, see ‘An Entry of One’s Own, or Why Are There So Few Women In the Early Modern Social Network?’ 2013. Six Degrees of Francis Bacon. March 8. http://sixdegreesoffrancisbacon.com/post/44879380376/an-entry-of-ones-own-or-why-are-there-so-few-women-in and ‘Gender and Name Recognition’. 2013. Six Degrees of Francis Bacon. March 20. http://sixdegreesoffrancisbacon.com/post/45833622936/gender-and-name-recognition
[27] Saxton, 2012
[29] Potter, Claire. 2013. ‘Prikipedia? Or, Looking for the Women on Wikipedia’. The Chronicle of Higher Education. March 10. http://chronicle.com/blognetwork/tenuredradical/2013/03/prikipedia-looking-for-the-women-on-wikipedia/
[30] For advice, see: Wikimedia Outreach. 2013. ‘Education Portal/Tips and Resources’. Wikipedia Outreach Wiki.  http://outreach.wikimedia.org/wiki/Education_Portal/Tips_and_Resources
[31] A comment on Gardner, Sue. 2010. ‘Unlocking the Clubhouse: Five Ways to Encourage Women to Edit Wikipedia’. Sue Gardner’s Blog. November 14. http://suegardner.org/2010/11/14/unlocking-the-clubhouse-five-ways-to-encourage-women-to-edit-wikipedia/
[32] Mandell, Laura. 2013. "Feminist Critique vs. Feminist Production in Digital Humanities." Keynote presented at the Women’s History in the Digital World conference, Bryn Mawr College, Pennsylvania March 22 2013

If an app is the answer…

…what was the question?*  And seriously, what questions should museums ask before investing in a mobile or tablet app?

First, some background. In We’re not ‘appy. Not ‘appy at all., Tom Loosemore of the Government Digital Service (GDS) gives examples of the increases in mobile traffic to UK government sites, including up to 60% mobile visits to site with complex transactions like booking driving tests.

For a cultural heritage perspective: as part of the Culture24 Let's Get Real project, I looked at the percentage of mobile visits (and visitors) to 22 cultural websites for Jan 1, 2012 – September 2, 2012 (an extended time to try and reduce the effect of the Olympics) and found that on average, museums and arts organisations were already seeing an average of 20% mobile visits.  I also reported the percentage change from the same period last year so that people could get a sense of the velocity of change: on average there was a 170% increase in mobile visits to cultural websites compared to the same period in 2011.

We'll re-run the stats when writing the final report in July, but in the meantime, there's a recent significant increase in web traffic from tablet devices to take into account.  In BBC iPlayer: tablet viewing requests nearly double in two months the Guardian reported BBC figures:

"Tablets' share of total iPlayer requests grew from just 6% (TV only: 7%) in January 2012 to 10% (12%) in November and 15% (18%) last month. Smartphone requests have seen similar growth from 6% (TV only: 6%) of the total a year ago to 16% (18%) in January. [… ]A spokesman said it is thought the rise of the "phablet" – smartphones that are almost as big as a tablet, such as the Samsung Note – that have driven the surge."

Some museums are reporting seeing 40-50% increases in tablet traffic in the past few months. So, given all that, are apps the answer?  Over to Loosemore:

"Our position is that native apps are rarely justified. […] Apps may be transforming gaming and social media, but for utility public services, the ‘making your website adapt really effectively to a range of devices’ approach is currently the better strategy. It allows you to iterate your services much more quickly, minimises any market impact and is far cheaper to support."

Obviously there are exceptions for apps that meet particular needs or genres, but this stance is part of their Government Digital Strategy:

"Stand-alone mobile apps will only be considered once the core web service works well on mobile devices, and if specifically agreed with the Cabinet Office." 

So if your cultural organisation is considering an app, perhaps you should consider the questions the GDS poses before asking for an exemption to the requirement to just build a responsive website:

  1. Is our web service already designed to be responsive to different screen sizes? If not, why not?
  2. What is the user need that only a native/hybrid app can meet?
  3. Are there existing native/hybrid apps which already meet this user need?
  4. Is our service available to 3rd parties via an API or open data? If not, why not?
  5. Does meeting this need justify the lifetime cost of a native or hybrid app?
What questions should we add for cultural heritage, arts and educational organisations?  (My pet hate: are you creating amazing content that's only accessible to people with the right device?) And since I know I'm being deliberately provocative – what exceptions should be allowed? What apps have you seen that could only work as an app with current technology?

* I can't claim credit for the challenge 'if an app is the answer, what was the question', it's been floating around for a while now and possibly originated at a Let's Get Real workshop or conference.

Notes from 'The Shape of Things: New and emerging technology-enabled models of participation through VGC'

I've just spent two days in Leicester for the 'The Shape of Things: New and emerging technology-enabled models of participation through VGC' conference at the school of Museum Studies, part of the AHRC-funded iSay project focusing on Visitor-Generated Content (VGC) in heritage institutions. There will be lots of posts on the conference blog, so these are just some things that struck me or I've found useful concepts for thinking about my own museum practice.

I tweeted about the event as I headed to Leicester, and that started a conversation about the suitability of the term 'visitor-generated content' that continued through the event itself. I think it was Giasemi who said that one problem with 'visitor-generated content' is that the term puts the emphasis on content and that's not what it's about. Jeremy Ottevanger suggested 'inbound communications' as a possible replacement for VGC.

The first keynote was Angelina Russo, who reminded us of the importance of curiosity and of finding ways to make museum collections central to visitor engagement work. She questioned the value of some comments left on museum collections other than the engagement in the process of leaving the comment. Having spent too much time reviewing visitor comments, I have to agree that not all comments (particularly repetitive ones) have inherently valuable content or help enhance another visitor's experience – a subject that was debated during the conference. A conversation over twitter during the conference with Claire Ross helped me realise that designing interfaces that respect and value the experience of both the commenter and reading is one of the interesting challenges in digital participation.

She then used Bourdieu's ideas around 'restricted cultural production' to characterise the work of curators as producers who create cultural goods for other producers, governed by specific norms and sanctions, within relatively self-contained communities where their self-esteem depends on peers. However, this creates a tension between what curators think their role is and what museums need it to be in an age when museums are sites of large-scale cultural production for 'the public at large', driven by a quest for market share and profits. Visitor-generated content and the related issues of trust, authority, or digitisation highlight the tensions between these models of restricted or large-scale cultural production – we need to find 'a pathway through the sand'. Angelina suggested that a version of Bourdieu's 'gift economies', where products are created and given away in return for recognition might provide a solution, then asked what's required to make that shift within the museum. How can we link the drive for participation with the core work of museums and curatorial scholarship? She presented a model (which I haven't gone into here) for thinking about 'cultural communication', or communication which is collection-led; curiosity-driven; is scholarly; experiential; and offers multi-platform opportunities for active cultural participation, engagement and co-creation.

Carl Hogsden from the Museum of Archaeology and Anthropology and University of Cambridge talked about the Reciprocal Research Network and moving beyond digital feedback to digital reciprocation. This project has been doing innovative work for a long time, so it was good to see it presented again.

Jenny Kidd from Cardiff University posed some useful questions in 'VGC and ethics – what we might learn from the media and journalism' – it's questionable how much VGC (or user-generated content, UGC) has actually changed journalism, despite the promise of increased civic engagement, diversity, more relevant news and a re-framing of the audience as active citizens rather than consumers. One interesting point was the impact of the 'Arab Spring' on UGC – content that couldn't be verified couldn't be shown by traditional media so protesters started including establishing shots and improving the quality of their recordings. This was also the first of several papers that referenced 'Whose cake is it anyway', a key text for conversations about visitor participation and museums and Jenny suggested that sometimes being seen to engage in participatory activity is currently possibly end goal in itself for a museum. She presented questions for further research and debate including: is the museum interested in quality of process or product of VGC and do creators feel the same? How does VGC fit in workflow models of museums?

Giasemi Vavoula's paper on 'The role of VGC in digital transformations in Museum Learning' (slides) was fascinating, particularly as it presented frameworks for audience engagement taken from learning theory that closely matched those I'd found from studies of citizen science and engagement in heritage and sport (e.g. cognitive engagement model – highest is theorising, then applying, relating, explaining, describing, note-taking, memorising… Good visitor experiences get most visitors to use the higher engagement level processes that the more focused visitors use spontaneously). I love learning from Learning people – in museum learning/visitor studies, social interaction facilitates learning; visitors negotiate the meanings of exhibits through conversation with their companions. Giasemi called for museums to weave VGC into the fabric of visitors social contexts; to scaffold and embed it into visiting experience; and to align with visitors and organisations' social agendas.

In 'A Tale of Two Workhouses' Peter Rogers and Juliet Sprake spoke of 'filling in the gaps rather than being recipients of one-way information flow', which tied in nicely with discussion around the role of curiosity in audience participation.

In the afternoon there was a Q&A session with Nina Simon (via skype). A number of the questions were about sustainability, designing for mixed contexts, and the final question was 'where next from here?'. Nina advised designing participatory experiences so that people can observe the activity and decide to take part when they're comfortable with it – this also works for designing things that work as spectator experiences for people who don't want to join in. Nina's response to a question about 'designing better questions' – 'find questions where you have genuine interest in what the visitor has to say about it' – resonated with wider discussion about meaningful visitor participation. Nina talked about the cumulative effect of participatory work on the museum itself, changing not only how the museum sees itself but how others see it – I wonder how many museums in the UK are engaging with visitor participation to the extent that it changes the museum itself? Nina also made the point that you tend to have either highly participatory process to make conventional product, or conventional process to make highly participatory product, and that not everything has to be wholly participatory from start to finish, which is useful for thinking how co-creative projects.

On Friday morning I gave a keynote on 'crowdsourcing as productive engagement with cultural heritage'. My slides for 'Crowdsourcing as productive engagement with cultural heritage' are now online. I partly wanted to problematise the power relationships in participatory projects – whose voice can affect change? – and to tease out different ways of thinking about crowdsourcing in cultural heritage as productive both in terms of the process (engaging in cultural heritage) and the product (the sheer number of items transcribed, corrected, etc). I've been going back to research on motivations for volunteering in cultural heritage, working on open source projects and reviewing discussions with participants in crowdsourcing projects, and I hope it'll help people design projects that meet those altruistic, extrinsic and intrinsic motivations. Thinking about my paper in the context of the other presentations also got me thinking about the role of curiosity in audience engagement and encouraging people to start researching a subject (whether a ship's history, an individual or a general topic) more deeply. On a personal note, this paper was a good chance to reflect on the different types of audience engagement with museum collections or historic sources and on the inherent value of participation in cultural heritage projects that underpin my MSc and PhD research and my work in museums generally.

Areti Galani presented research she'd done with Rachel Clarke (Newcastle University), and asked 'how can accessible technology lead to inaccessible participation paradigms?'. I was really interested in the difference between quality of the visitor contributions in-gallery vs online (though of course 'quality' is a highly subjective term), a question that surfaced through the day. Areti's research might suggest that building in some delay in the process of contributing in-gallery could lead to better quality (i.e. more considered) contributions. The novelty of the technology used might also have an effect – 'pen-happy visitors' who used the technology for the sake of interacting with it but didn't know what to do after picked up the pen.

The paper from Jeremy Ottevanger (Imperial War Museums) on "Social Interpretation" as a catalyst for organisational change generated more discussion on possible reasons why online comments on museum sites tend to be more thoughtful than in-gallery comments, with one possible reason being that online commenters have deliberately sought out the content, so already have a deeper engagement with those specific items, rather than just coming across them while moving through the physical gallery. Jeremy talked about the need for the museum to find an internal workflow that was appropriately responsive to online comments – in my experience, this is one of the most difficult issues in planning for digital projects. Jeremy presented a useful categorisation of online contributions as personal (emotional, opinion, personal information, anecdotes, family history), requests and queries (object info, valuation, family history, digitisation and licencing, offering material, access, history, general/website), and informational (new information, corrections) and looked at which types of contribution were responded to by different departments. He finished with a vision of the IWM harnessing the enthusiasm and knowledge of their audiences to help serve the need of other audiences, of connecting people with expertise with people who have questions.

Jack Ashby talked about finding the right questions for the QRator project at the Grant Museum of Zoology – a turtle is a turtle, and there's not a lot of value in finding out what visitors might want to call it, but asking wider questions could be more useful. Like the wider Social Interpretation project, QRator always raises questions for me about whether museums should actively 'garden' visitor interactives, pruning out less relevant questions to create a better experience for other visitors.

Rolf Steier and Palmyre Pierroux discussed their findings on the role of the affordances of social media and visitor contributions in museums. Rosie Cardiff talked about the Tate's motivations for participatory projects with audiences, and audience motivations for participating in Tate's projects. She presented some considerations for organisations considering participatory projects: who is the audience? What motivations for visitor and for organisation? What platform will you use? How will the content be moderated? (Who will do it?) Where will it sit in relation to organisational space online or in-gallery? How long will it run for? What plans for archiving and maintaining content beyond lifetime of project? How will you measure success? How will you manage audience expectations about what's going to happen to their work? This last point was also picked up in discussions about audience expectations about how long museums will keep their contributions.

The final presentation was Ross Parry's keynote on 'The end of the beginning: Normativity in the postdigital museum. Based on new research into how six UK national (i.e. centrally funded, big, prestigious museums) have started to naturalise 'digital' into their overall museum vision, this paper gave me hope for the future. There's still a long way to go, but Ross articulated a vision of how some museums are integrating digital in the immediate future, and how it will integrated once the necessary stage of highlighting 'digital' in strategies, organisational structures and projects has given way to a more cohesive incorporation of 'digital' into the fabric of museums. It also makes sense in the context of discussions about digital strategies in museums over the past year (e.g. at the Museums Assocation and UK Museums on the Web (themes, my report) conferences).

I had to leave before the final session, so my report ends here, but I expect there'll be more reports on the project blog and I've saved an archive of isayevent_tweets_2013_02_01 (CSV).

I think the organisers, Giasemi Vavoula and Jenny Kidd, did a great job on the conference programme. The papers and audience were a well-balanced combination of academics and practioners – the academic papers gave me interesting frameworks to think with, and the case studies provided material to think about.

Finding museum, digital humanities and public history projects and communities online

Every once in a while I see someone asking for sources on digital, participatory, social media projects around museums, public history, social history, etc but I don't always have a moment to reply.  To make it easier to help people, here's a quick collection of good places to get started.

I think the best source for museums and digital/social media projects is the site and community around the Museums and the Web conference, including 'Best of the Web' nominations and awards (2012-1997)  and conference proceedings: 201220112010-1987.

Other projects might be listed at the new Digital Humanities Awards (nominations closed on the 11th so presumably they'll publish the list of nominees soon) or the (US) National Council on Public History Awards. The Digital Humanities conferences also include some social history, public history and participatory projects e.g. DH2012, as did the first Digital Humanities Australasia conference and the MCG's UK Museums on the Web conference reports.

To start finding online communities, look for people tweeting with #dhist, #digitalhumanities, #lodlam, #drinkingaboutmuseums, #musetech (and variations) or join the Museums Computer Group or the Museum Computer Network lists (or check their archives).

I'd like to add a list of museum bloggers (whether they focus on social media, technology, education, exhibition design, audience research, etc) but don't know of any comprehensive, up-to-date lists (or delicious etc tags).  (Though since I originally posted @gretchjenn pointed me to the new 'Meet a museum blogger' series and @alexandrematos told me about Cultural blogging in Europe which includes a map of the European cultural blogging scene.) Where do you look for museum bloggers?

This is only a start, so please chip in!  Add any resources I'm missing in the comments below, or tweet @mia_out.

Keeping corridors clear of dragons (on agency and digital humanities tools)

A while ago I posted 'Reflections on teaching Neatline', which was really about growing pains in the digital humanities. I closed by asking 'how do you balance the need for fast-moving innovative work-in-progress to be a bit hacky and untidy around the edges with the desires of a wider group of digital humanities-curious scholars [for stable, easy-to-use software]? Is it ok to say 'here be dragons, enter at your own risk'?' Looking back, I started thinking about this in terms of museum technologists (in Museum technologists redux: it's not about us) but there I was largely thinking of audiences, and slightly less of colleagues within museums or academia.  I'm still not sure if this is a blog post or just an extended comment on those post, but either way, this is an instance of posting-as-thinking.

Bethany Nowviskie has problematised and contextualised some of these issues in the digital humanities far more elegantly for an invited talk at the MLA 2013 conference. You should go read the whole thing at resistance in the materials, but I want to quickly highlight some of her points here.

She quotes William Morris: '…you can’t have art without resistance in the material. No! The very slowness with which the pen or the brush moves over the paper, or the graver goes through the wood, has its value. And it seems to me, too, that with a machine, one’s mind would be apt to be taken off the work at whiles by the machine sticking or what not' and discusses her realisation that:

"Morris’s final, throwaway complaint is not about that positive, inherent resistance—the friction that makes art—which we happily seek within the humanities material we practice upon. It’s about resistance unhealthily and inaccessibly located in a toolset. … precisely this kind of disenfranchising resistance is the one most felt by scholars and students new to the digital humanities. Evidence of friction in the means, rather than the materials, of digital humanities inquiry is everywhere evident."

And she includes an important call to action for digital humanities technologists: "we diminish our responsibility to address this frustration by naming it the inevitable “learning curve” of the digital humanities. Instead, we might confess that among the chief barriers to entry are poorly engineered and ineptly designed research tools and social systems". Her paper is also a call for a more nuanced understanding and greater empathy from tool-builders toward those who are disenfranchised by tools they didn't create and can't hack to fit their needs. It's too easy to forget that an application or toolset that looks like something I can happily pick up and play with to make it my own may well look as unfathomable and un-interrogable as the case of a mobile phone to someone else.

Digital humanities is no longer a cosy clubhouse, which can be uncomfortable for people who'd finally found an academic space where they felt at home. But DH is also causing discomfort for other scholars as it encroaches on the wider humanities, whether it's as a funding buzzword, as a generator of tools and theory, or as a mode of dialogue. This discomfort can only be exacerbated by the speed of change, but I suspect that fear of the unknown demands of DH methods or anxiety about the mental capabilities required are even more powerful*. (And some of it is no doubt a reaction to the looming sense of yet another thing to somehow find time to figure out.) As Sharon Leon points out in 'Digital Methods for Mid-Career Avoiders?', digital historians are generally 'at home with the sense of uncomfortableness and risk of learning new methods and approaches' and can cope with 'a feeling of being at sea while figuring out something completely new', while conversely 'this kind of discomfort is simply to overwhelming for historians who are defined by being the expert in their field, being the most knowledgable, being the person who critiques the shortfalls of the work of others'.

In reflecting on March 2012's Digital Humanities Australasia and the events and conversations I've been part of over the last year, it seems that we need ways of characterising the difference between scholars using digital methods and materials to increase their productivity (swapping card catalogues for online libraries, or type-writers for Word) without fundamentally interrogating their new working practices, and those who charge ahead, inventing tools and methods to meet their needs.  It should go without saying that any characterisations should not unfairly or pejoratively label either group (and those in-between).

Going beyond the tricky 'on-boarding' moments I talked about in 'Reflections on teaching Neatline', digital humanities must consider the effect of personal agency in relation to technology, issues in wider society that affect access to 'hack' skills and what should be done to make the tools, or the means, of DH scholarship more accessible and transparent. Growing pains are one thing, and we can probably all sympathise with an awkward teenage phase, but as digital humanities matures as a field, it's time to accept our responsibility for the environment we're creating for other scholars. Dragons are fine in the far reaches of the map where the adventurous are expecting them, but they shouldn't be encountered in the office corridor by someone who only wanted to get some work done.

* Since posting this, I've read Stephen Ramsey's 'The Hot Thing', which expresses more anxieties about DH than I've glanced at here: 'Digital humanities is the hottest thing in the humanities. … So it is meet and good that we talk about this hot thing. But the question is this: Are you hot?'.  But even here, do technologists and the like have an advantage? I'm used to (if not reconciled to) the idea that every few years I'll have to learn another programming language and new design paradigms just to keep up; but even I'm glad I don't have to keep up with the number of frameworks that front-end web developers have to, so perhaps not?

Clash of the models? Object-centred and object-driven approaches in online collections

While re-visiting the world of museum collections online for some writing on 'crowdsourcing as participation and engagement with cultural heritage', I came across a description of Bernard Herman's object-centred and object-driven models that could be useful for thinking about mental models designing better online collections sites.

(I often talk about mental models, so here's a widely quoted good definition, attributed to Susan Carey’s 1986 journal article, Cognitive science and science education:

'A mental model represents a person’s thought process for how something works (i.e., a person’s understanding of the surrounding world). Mental models are based on incomplete facts, past experiences, and even intuitive perceptions. They help shape actions and behavior, influence what people pay attention to in complicated situations, and define how people approach and solve problems.'

CATWALKModel House FaceTo illustrate a clash in models, when you read 'model' you might have thought of lots of different mental pictures of a 'model', including model buildings or catwork models, and they'd both be right and yet not quite what I meant:

And now, back to museums…)

To quote from the material culture site I was reading, which references Herman 1992 'The Stolen House', in an object-centred approach the object itself is the focus of study:

"Here, we need to pay attention to the specific physical attributes of the object. The ability to describe the object – to engage, that is, with a list of descriptive criteria – is at the forefront of this approach. A typical checklist of the kinds of questions we might ask about an object include: how, and with what materials, was the object made? what is its shape, size, texture, weight and colour? how might one describe its design, style and/or decorative status? when was it made, and for what purpose?"

In object-driven material culture:

"the focus shifts toward an emphasis on understanding how objects relate to the peoples and cultures that make and use them. In particular, ideas about contextualisation and function become all important. As we have already noted, what objects mean may change through time and space. As products of a particular time and place, objects can tell us a great deal about the societies that gave birth to them. That is, they often help to reflect, or speak to us, of the values and beliefs of those who created them. At the same time, it is also important to remember that objects are not simply ‘passive’ in this way, but that they can also take on a more ‘active’ role, helping to create meaning rather than simply reflect it."

It seems to me that the object-centred approach includes much of the information recorded in museum catalogues, while the object-driven approach is closer to an exhibition.  Online museum collections often re-use content from catalogues and therefore tend to be object-centred by default as catalogues generally don't contain the information necessary to explain how each object relates 'to the peoples and cultures that make and use them' required for an object-driven approach.  If that contextual information is available, the object might be sequestered off in an 'online exhibition' not discoverable from the main collections site.

A complicating factor is the intersection of Herman's approaches with questions about the ways audiences think about objects in museums and other memory institutions (as raised in Rockets, Lockets and Sprockets – towards audience models about collections?).  The object-centred approach seems more easily applicable to individual objects but the object-driven approach possibly works better for classes of objects.  I'm still not sure how different audiences think about the differences between individual objects and classes of objects, so it's even harder to know which approach works best in different contexts, let alone how you would determine which model best suits a visitor when their interaction is online and therefore mostly contextless.  (If you know of research on this, I'd love to hear about it!)

I'd asked on twitter: 'Can mixed models make online collections confusing?'  John Coburn suggested that modes of enquiry online might be different, and that the object-driven attributes might be less important.  This was a useful point, not least because it helped me crystallise one reason I find the de-materialisation of objects online disconcerting – attributes like size, weight, texture, etc, all help me relate to and understand objects.  Or as Janet E Davis said, 'I automatically try to 'translate' into the original medium in my head'.   John answered with another question: 'So do we present objects via resonant ideas/themes/wider narrative, rather than jpg+title being "end points"?', which personally seems like a good goal for online collections, but I'm not the audience.

So my overall question remains: is there a potential mismatch between the object-driven approach that exhibitions have trained museum audiences to expect and the object-centred approach they encounter in museum collections online?  And if so, what should be done about it?

Some personal highlights from UKMW12: Strategically Digital

#ukmw12 trended over 'Christmas'
#UKMW12 trended above Christmas!

There are a few reports about UKMW12, the Museums Computer Group's Museums on the Web 2012 conference out there already and I've already written about the themes for UKMW12, but as I wanted to note some things I wanted to remember or follow up on later, I might as well share them. But be warned, these notes are very sketchy because I was keeping an eye on lots of other things on the day (and preparing for my first ever AGM as Chair). It's amazing how quickly one day can go by when you've spent so long preparing for it.

The keynotes
Andy Dobson talked about the incredible new energy that 'creative technology' is bringing to digital work. He remember going to a show on London's South Bank and seeing Mosaic, Myst on a mac and Nicholas Negroponte's Being Digital, all for the first time. My first experiences with the potential of the web were different, but I remember that sense of exciting things being in the very near future, and of the web being something you could do as well as something you used.

I loved that he turned the proliferation of web technologies and the number of acronyms in the standard developer's toolkit into a positive – 'it's exciting, it's like the early days again'. His broader description of 'hackers' as people who apply technology to the creative process was inspiring, and perhaps particularly apt for museums. They're people who circumvent standard practices, and while hack days can be technology-led they can also be about hacking internal processes.

He emphasised that digital is inherently multi-disciplinary work, encompassing technology, user experience design, sociology, etc and that it doesn't work if any one discipline hogs the process. If I were to pull out one thread from the day, it might be the idea that 'digital' is too big to stay in technology departments while also being too important to deliver without taking seriously the expertise of technologists and related disciplines. As Tate's John Stack put it, 'digital doesn't respect organisational boundaries', a theme that was echoed by the V&A's Rich Barrett-Small who called on developers to 'flex within the scope of the museum' and not just be 'grumpy developers in the basement' while pointing out they also need to be 'a strong and credible voice' within the museum. Perhaps as Andrew said, 'organisational hacking' is the answer, though 'change management' and new forms of collaboration might be a less scary description to use within a museum.
Speaking of 'makers', Andrew gave some great examples of artworks and the migration of the web ethos into the physical world. The thought that a Maker Faire can draw in 100,000 people is mind-blowing. I loved his description of the 'creative gene pool', partly because museums can play that role in others lives, but sometimes we need a reminder to go and hang out and be inspired by our collections. And to close, a tweet from @Sarah_Fellows that brought Andy's points right into the sector: '#ukmw12 Access, community, sharing, collaboration, learning; interesting that the words which describe digital creatives = heritage ideals'. There was a great question from the audience about 'how do you get inspiration when recommendation systems are geared at giving you things you already like?', which doubles as a great challenge for online collections sites.

Metrics, Channels, Engagement, Re-use, Transparency, ContentPaul Rowe introduced us to the 'online collection hamburger' in which metrics and content surround channels, engagement, re-use and transparency. He pointed out that 'Collection content is internet gold – it's unique, interesting, has an emotional connection with people, places and times' but also that a museum website is 'no longer the final destination for publishing online content'. I loved his solution to the fact that a single museum can't always answer a user's query: 'show related content from other museums if you don't have an object for a search term'. His statement that 'We shouldn't be leading people into a dead end just for the sake of keeping them on our website' should be made into t-shirts and sold outside digital project planning meetings, and his advocacy for 'wonder' and surfacing interesting things from your collections made me wish I was working on a museum website again. Paul provided examples from museums across the world, and was a brilliant advocate for both collections and audiences.

Mobile
One of the surprising highlights of the day was the general realisation of the importance of mobile traffic to museum websites. As Andrew Lewis said of the V&A's digital strategy: "If it doesn't work on mobile it's probably not going to happen'. I suppose I've been immersed in research on mobile devices and behaviours (not least for the Culture24-led action research project 'Let's Get Real') so I forget that not everyone is aware of how many of their visitors are on mobile devices. One figure quoted on the day on an 'increase of 170% in mobile access in last 12 months' came from some analysis I did for the Let's Get Real project, so I thought I'd share some more information about that. I was reviewing analytics from the partner websites to see how many had reached the 'tipping point' of 20% or more visits on mobiles, and thought I'd compare that to the same period for the previous year (Jan-Aug 2011 and Jan-Aug 2012) to see how fast mobile visits were increasing. It turns out that in general there was a 170% increase in mobile visits to cultural websites. So even if you're getting less than 20% mobile visits now, it won't be long before mobile is important for you too. But a caveat – there's a lot of variation across different organisations (and regions) so as ever, your milage may vary.  The project report will contain lots more detail, but at least now there's some context for that stat.

Put visitors at the heart of what you do
Whether it's through data analytics or digital R&D, this was a theme of Tom Grinsted's talk on making data-based decisions, and lay behind Nick Poole asking how and why museums are sharing their content online (and asking for help in building on his research into different options for sharing collections online) and Katy Beale asking us to prioritise people over products. Claire Ross and Jane Audas talked about the impact of stakeholder management on agile, iterative projects but looked beyond organisational issues to focus on their key positive finding about trusting audiences when moderating social media.

The lesson of the day may be that the whole point of a digital strategy is to help balance the internal needs of a large, often conservative organisation like a museum with the changing needs of our audiences.  It's clear that the best strategies are a framework for decision-making rather than a static document, but perhaps they're also a reminder of why we're doing it in the first place: to connect audiences with knowledge and collections.

And just in case that's not enough UKMW12 for you, I've made a storify of the day:

Request for research participants: academic historians and historical geographers

(For those who don't know me or who mostly know me through digital heritage work, some background to support my call for PhD research participants…)

I am a PhD student in the Department of History at the Open University. I am conducting interviews to understand how online resources have (or have not) altered historians' patterns of work, and I would particularly like to interview academic historians or historical geographers who are researching people and places in British history from the 1600s-1900. I would like to talk to a range of participants, including those who are not clued up on online resources, those who are enthusiastic advocates of all things digital and people at all stages in-between. I would really love to hear from people researching women's histories or the history of science, but I'm interested in any kind of history.

Interviews are carried out on the phone, Skype, or in person if you prefer and can meet within reasonable distance from London or Oxford. Interviews take 40 – 120 minutes and will be carried out in December and January.  Many previous participants have said they enjoyed the interview and benefitted from the opportunity to reflect on their work.

To volunteer to take part in an interview, or for more information, please email me at mia.ridge@gmail.com

For more information visit Information for potential research participants and for background about my PhD visit My PhD research. Please feel free to pass this on to anyone who might be interested in being interviewed.

'Go digital' at Museums Association 2012 Conference

Some people who couldn't make the Museums Association conference (or #museums2012) asked for more information on the session on digital strategies, so here are my introductory remarks and some scribbled highlights of the speakers' papers and discussion with the audience.

Update: a year later, I've thought of a 'too long, didn't read' version: digital strategies are like puberty. Everyone has to go through it, but life's better on the other side when you've figured things out. Digital should be incorporated into engagement, collections, venue etc strategies – it's not a thing on its own.

The speakers were Carolyn Royston (@caro_ft), Head of New Media at Imperial War Museum; Hugh Wallace (@tumshie), Head of Digital Media at National Museums Scotland; Michael Woodward (@michael1665), Commercial Director at York Museums Trust, and I chaired the session in my role as Chair of the Museums Computer Group. From the conference programme: 'This session explores the importance of developing a digital strategy. It will provide insight into how organisations can incorporate digital into a holistic approach that meets wider organisational and public engagement objectives and look at how to use digital engagement as a catalyst to drive organisational change.'

After various conversations about digital and museums with people who were interested in the session, I updated my introduction so that overall the challenge of embracing the impact of digital technologies, platforms and audiences on museums was put in a positive light.  The edited title that appeared in the programme had a different emphasis ('Go digital' rather than the 'Getting strategic about digital' we submitted) so I wanted it to be clear that we weren't pushing a digital agenda for the sake of technology itself. Or as I apparently said at the time, "it's not about making everything digital, it's about dealing with the fact that digital is everywhere".

I started by asking people to raise their hands if their museum had a digital strategy, and I'd say well over half the room responded, which surprised me. Perhaps a third were in the process of planning for a digital strategy and just a few were yet to start at all.

My notes were something like this: "we probably all know by now that digital technologies bring wonderful opportunities for museums and their audiences, but you might also be worried about the impact of technology on audiences and your museum. ‘Digital’ varies in organisations – it might encompass social media, collections, mobile, marketing, in-gallery interactives, broadcast and content production. It touches every public-facing output of the museum as well as back-office functions and infrastructure.

You can’t avoid the impact of digital on your organisation, so it’s about how you deal with it, how you integrate it into the fabric of your museum. As you’ll hear in the case studies, implementing digital strategy itself changes the organisation, so from the moment you start talking to people about devising a digital strategy, you'll be making progress. For some of our presenters, their digital strategy ultimately took the form of a digital vision document – the strategy itself is embedded in the process and in the resulting framework for working across the organisation. A digital strategy framework allows you to explore options in conversation with the whole organisation, it’s not about making everything digital.

Our case studies come from three very different organisations working with different collections in different contexts. Mike, Commercial Director at York Museums Trust will talk about planning the journey, moving from ad hoc work to making digital integral to how the organisation works; Hugh, Head of Digital Media at National Museums Scotland will discuss the process they went through to develop digital strategy, what’s worked and what hasn’t’; Carolyn Royston, Head of Digital Media at Imperial War Museums, who comes from a learning background, will talk from IWM’s digital adventure, from where they started to where they are now. They’re each at different stages of the process of implementing and living with a digital strategy.

Based on our discussions as we planned this session, the life cycle of a digital strategy in a museum seems to be: aspiration, design, education and internal outreach, integration with other strategies (particularly public engagement) and sign off… then take a deep breath, look at what the ripple effect has been and start updating your strategies as everything will have changed since you started. And with that, over to Mike…"

Mike talked about working out when digital delivery really makes sense, whether for inaccessible objects (like a rock on Mars) or a delicate book; the major role that outreach and communication play in the process of creating a digital strategy; appointing the staff that would deliver it based on eagerness, enthusiasm and teamwork rather than pure tech skills; where digital teams should sit in the organisation; and about the possibility of using digital volunteers (or 'armchair experts') to get content online.

Hugh went for 'frameworks, not fireworks', pointing out that what happens after the strategy is written is important so you need to create a flexible framework to manage the inevitable change.  He discussed the importance of asking the right-sized question (as in one case, where 'we didn't know at the start that an app would be the answer') and working on getting digital into 'business as usual' rather than an add-on team with specialist skills.  Or as one tweeter summarised, 'work across depts, don't get hung up on the latest tech, define users realistically and keep it simple'.

Carolyn covered the different forms of digital engagement and social media the IWM have been trying and the role of creating their digital vision in helping overcome their fears; the benefits of partnerships with other organisations for piggybacking on their technology, networks and audiences, and the fact that their collections sales have gone up as a result of opening up their collections.  In the questions, someone described intellectual property restrictions to try to monetise collections as 'fool's gold' – great term!  I think we should have a whole conference session on this sometime soon.

When reviewing our discussions beforehand I'd found a note from a planning call which summed up how much the process should change the organisation: 'if you're not embarrassed by your digital strategy six months after sign-off you probably haven't done it right', and on the day the speakers reinforced my impression that ultimately, devising and implementing a digital strategy is (probably) a necessary process to go through but it's not a goal in its own right.  The IWM and NMS examples show that the internal education and conversations can both create a bigger appetite for digital engagement and change organisational expectations around digital to the point where it has to be more widely integrated.  The best place for a digital strategy is within a public engagement strategy that integrates the use of digital platforms and working methods into the overall public-facing work of the museum.

Listening to the speakers, a new metaphor occurred to me: is implementing a digital strategy like gardening? It needs constant care and feeding after the big job of sowing seeds is over. And much like gardening for pleasure (in the UK, anyway), the process may have more impact than the product.

And something I didn't articulate at the time – if the whole museum is going to be doing some digital work, we technologists are going to have to be patient and generous in sharing our knowledge and helping everyone learn how to make sensible decisions about digital content and experiences.  If we don't, we risk being a bottleneck or forcing people to proceed based on guesswork and neither are good for museums or their audiences.

So much awesomeness! #GODIGITAL #Museums2012 twitter.com/dannybirchall/…
— Danny Birchall (@dannybirchall) November 9, 2012

Huge thanks for Carolyn, Hugh and Michael for making the whole thing such a pleasure and to the Museum Association conference organisers for the opportunity to share our thoughts and experiences.

And finally, if you're interested in digital strategies in heritage organisations, the Museums Computer Groups annual Museums on the Web conference is all about being 'strategically digital' (which as you might have guessed from the above, sometimes might mean not using technology at all) but UKMW12 tickets are selling out fast, so don't delay.