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JUMP-STARTING DATA STANDARDS I
LAUNCHING A DATA CLEAN-UP PROGRAM

MERRIANNE TIMKO
DATA STANDARDS MANAGER
THE MUSEUM OF FINE ARTS, HOUSTON
THE MUSEUM OF FINE ARTS, HOUSTON
BACKGROUND
• Conversion from Quixus to TMS in 2000

• Growth and diversification of works

• 65,000+ permanent collection objects, more than 15,000
  loans, etc.

• Data standards initiative began in 2009

• TMS Style Guide published in April 2011

• Photography cataloguing guidelines published in May 2011

• Upgrade to TMS 2010 in October 2012
COMMENTS REGARDING
         APRIL 2011 TMS STYLE GUIDE
• Format too theoretical (e.g., reiteration of CCO
  and Getty ULAN guidelines)

• Not enough screenshots to show how data should
  be entered in TMS

• Specialized exceptions to data entry not
  emphasized (e.g., Pre-Columbian and other
  “unknown” creators associated with specific
  cultures)

• Not enough curatorial input

• Partial implementation
CURRENT STATE OF DATA STANDARDS
• Evolution of 59 classifications, many with less
  than 10 objects

• Variant spellings and abbreviations of terms in
  the Medium field

• Uneven usage of diacritical marks in titles of
  works and constituent names

• Need to focus on tracking of changes to titles

• Emphasis on usage of foreign language titles,
  including noting of sources for translations
CURRENT STATE OF DATA STANDARDS
• Uneven approach to attributions for artists (e.g.,
  Attributed to Rembrandt – separate constituent vs. use
  of prefix associated with the object)

• Few guidelines regarding use of geography

• Reliance on specially designed reports to retrieve data
  for many departments

• Minimal clean-up on de-accessioned and loan objects
  is needed, for collections management purposes

• Need for more user-friendly documentation regarding
  specific data standards and data entry procedures
DRIVING FORCE FOR TMS DATA
 STANDARDS AND CLEAN-UP –
    NEW WEBSITE INITIATIVE
FORMATION OF WEBSITE COMMITTEE
         IN MAY 2012

 • 1 curator (chairperson)
 • 4 curators
 • 1 curatorial assistant
 • Collections manager
 • Data standards manager
 • Photographic and imaging
   services manager
 • Website lead from IT
PRESENTATION AT CURATORIAL MEETING
            OCTOBER 2012
• TMS has been configured to suit MFAH needs
  and preferences
• Incorrect data regarding objects and
  constituents may date back to outside vendor’s
  input of data into Quixis in 1988
• Data must be entered in the appropriate fields
  in order to successfully search and extract data
• Due to the configuration of TMS, it will
  sometimes be necessary to enter the same
  data in more than one field – e.g., edition in the
  Medium and Edition fields
PHASE I                  PHASE II
     OBJECT                 DESCRIPTIVE
  CATALOGUING               CATALOGUING




• Creator                • Secondary
• Object Culture           classifications
  (Culture of Creator)   • Subject
• Medium
                         • Objects depicted
• Date
• Title                  • People depicted
• Place made             • Place depicted
DATA STANDARDS REFERENCE SOURCES
• Direct use of Getty on-line vocabularies –
  ULAN, AAT, TGN
• Internal MFAH cataloguing memos.
• Spreadsheets created with data collected
  from other museum websites – e.g., British
  Museum
• Spreadsheets created to track specific
  issues based on AAT, Nomenclature 3.0
• Idea that spreadsheets can expedite
  future development of collection-specific
  controlled vocabularies and thesauri
VALUE OF CONTROLLED VOCABULARIES
       PHASE I                  PHASE II
OBJECT CATALOGUING      DESCRIPTIVE CATALOGUING




     FURNITURE                   PAINTING
      Settee                Basket chair, Bench

                    FURNITURE

                 SEATING FURNITURE
ADOPT USE OF “seating furniture” PER AAT
USE OF “seating furniture”
  BY OTHER MUSEUMS
GROUPINGS PER AAT TO EXPEDITE CLEAN-UP
• Temporary use of Object Name/Work Type field
to create “groupings” of like objects per AAT

• Groupings will later be used in the development
of secondary classifications
POSITIVE APPROACH TO
           TMS DATA CLEAN-UP
• Data is not inaccurate; it simply has to be
  edited or reformatted for database
  consistency

• Some clean-up more cosmetic and
  editorial – compound words, spelling,
  diacritical marks

• Some clean-up will involve moving data
  from one field to another – e.g., Dynasty V
  from Period field to Dynasty field
POSITIVE APPROACH TO
            TMS DATA CLEAN-UP
• Some changes can be made on the backend –
  e.g., compound words, correcting spelling

• Groupings of “like” objects based on the
  Getty’s AAT will expedite data clean-up and
  ensure consistency – e.g., seating furniture,
  lighting devices

• Minimal disruption to usage of TMS
Have you ever tried
searching in TMS for all
   examples of …?


Chinese export porcelain
INITIAL SEARCH IN TMS
CHINESE EXPORT PORCELAIN – 189 OBJECTS

CONSTITUENT AND OBJECT CULTURE FIELDS
       CONSTITUENT FIELD                OBJECT CULTURE
        DROPDOWN LIST                   DROPDOWN LIST

 Unknown, Chinese Export         Chinese
 Chinese Export                  Chinese Export
 Unknown maker                   Spanish; Chinese; Mexican
 Chinese Export, for Compagnie
 des Indes (New Company)
 Chinese Export (P.V. Mark)      [No data for 65 works]
INITIAL SEARCH IN TMS
CHINESE EXPORT PORCELAIN – 189 OBJECTS
           DATA ENTRY OBSERVATIONS

• Classification – Ceramics (188), Lighting
  Devices (1)
• Geography – “place” used for only 24
  objects, China (23) ; China, Asia (1)
• Period – Famille Rose (1), Qianlong (1)
• Style – No data
• Dynasty – No data

   UNDERUTILIZATION OF FIELDS IN TMS
USE OF AAT
“Chinese export”




      Canton
AFTER INITIAL SEARCH IN TMS …
        ARE THERE MORE OBJECTS?
   “CASTING A WIDER NET” – OTHER FIELDS

• Description – canton ware (per AAT clue);
 other clues found include C.E.P., English market


• Date – 1700 to 1900 range

• Geography – Performed Advanced Query in
 Geography for “China” + Ceramics
 classification
  AFTER SECOND SEARCH … 550 OBJECTS
COMPARISON OF DATA IN TITLE FIELD –

        Selected original search results (dark grey) compared to
       results from second “casting a wider net” search (orange)

Armorial Plate              Dinner Plate                 Sauceboat
Charger                     Dish                         Saucer
Chinese Export Dinner       Hot Water Dish               Saucer (Teabowl)
Plate
Chinese Export Platter      Plate                        Saucer, Part of Tea Set
Coffee Cup                  Plate, bearing the Arms of   Saucer Dish
                            the City of Puebla, Mexico
Creamer                     Platter                      Side or Dessert Plate
Cup                         Pudding Dish                 Teabowl
Deep Dish                   Sauce Ladle                  Tea Bowl
Deep Dish,, Part of Mixed   Sauce Tureen on Fixed        Teacup
Dinner Set                  Stand
NEED TO ADDRESS
        CONSTITUENT-RELATED ISSUES

• Confusion of Object Culture with culture of
  where object was made

• For example, data entry for Object Culture
  field associated with photographs of Helmut
  Newton – American, Australian, German,
  Italian (per where photographs were taken)

• Solution – changed Object Culture to
  “Culture of Creator” to clarify field function
ENHANCEMENT OF CONSTITUENTS
PHASE I
      TMS DATA STANDARDS GOALS
• Eliminate need to perform complicated multiple
  searches to locate “all” examples of particular
  objects

• Reduce uncertainty regarding whether or not
  “all” examples have been located

• Data clean-up will make it easier to change or
  update information in the future regarding
  related objects
PHASE I
      TMS DATA STANDARDS GOALS


• Consistent data entry will help expedite
  development of website content

• Phase II of Data Standards will proceed more
  efficiently once data in the targeted fields are
  standardized
PHASE I – ROLE OF WEBSITE COMMITTEE
• Discuss and approve proposed changes
  to data standards – e.g., elimination of
  periods in BC and AD

• Sponsor “curatorial workshops” for all
  curators and curatorial assistants to
  explain new and revised data standards

• Recommend changes to expedite clean-
  up

• Prioritize classifications or groups of
  objects for clean-up
PHASE I – ROLE OF WEBSITE COMMITTEE

• Monitor status of clean-up

• Resolve problems associated with
  clean-up

• Work on design of website

• Departmental assistance regarding
  marketing of website
CURATORIAL WORKSHOPS
#1 – Titles, Dates

#2 – Creators, Culture, Geography

#3 – Medium, State, Edition

       Ceramics Summit
#4 – Classifications

#5 – Physical Characteristics, Subjects
       Works on Paper/Photography Summit

#6 – Exhibition History, Provenance
DATA CLEAN-UP STRATEGY
• Division of clean-up tasks regarding selected TMS
  fields
       • Curatorial
       • Registration
       • Volunteers

• Synergetic and collaborative approach – there will be
  departmental overlaps regarding objects

• Tiered and phased approach to clean-up to
  maximize resources and meet website-related
  deadlines
PHASE I – DATA CLEAN-UP
           CURATORIAL FOCUS
• Artists and Creators
• Titles
   – Include original language title
   – Specify source and details regarding
     translation of original language title
• Medium
   – Expand and simplify
   – Use preferred terms
• Dates
• Note questions on a log for follow-up by
  Registration staff.
PHASE I – DATA CLEAN-UP
             REGISTRATION FOCUS
• Export of “before clean-up” data from TMS to Excel
  spreadsheets when possible should questions arise
  regarding data clean-up

• Link new “Unknown” creator constituent umbrellas
  (e.g., Unknown African) to objects

• Make changes to “known” constituents as needed

• Change dates to reflect four digit year and the en
  dash (e.g., 1799–1805)

• Move data from one field to another (Tang from
  Culture of Creator field to Period and Dynasty fields)
PHASE I – DATA CLEAN-UP
            REGISTRATION FOCUS
• Populating and standardizing certain fields
  for collection management purposes – e.g.,
  Edition, State, Portfolio

• Any “blanket” changes requested by
  curatorial – e.g., changing “Place” option in
  Geography to “Made in” for specific groups
  of objects

• Note questions on log for curatorial follow-up
PHASE I – VOLUNTEERS
              GEOGRAPHY
• Move existing data to repurposed fields

• Add data to TMS per the Getty’s TGN
  approach

• Document data added to TMS in
  spreadsheet to create a future more formal
  scheme

• Note questions on log for curatorial follow-
  up
PHASE I – CURRENT STATUS
• Continuing dialogue with curators

• Clean-up has begun

• Website design has begun

• Information presented at curatorial workshops
  is being re-purposed for an on-line table of
  contents with linked data standards
  information, departmental cataloguing
  preferences, and TMS screenshots

• Geography volunteer program begins in May
PHASE II
    TMS DATA STANDARDS GOALS

• Phase II can begin once Phase I is well
  underway

• Reduce existing 59 TMS classifications to
  around 20 broad classifications for
  collections management “object count”

• Create secondary classifications based on
  AAT to improve searching across the
  collection and aid in website development
PHASE II
       TMS DATA STANDARDS GOALS

• Develop a controlled vocabulary for subject
  matter

• More standardized approach to the
  Geography field (rather than simply “Place,”
  distinguish “Place made” or “Place depicted”)

• Explore the possibility of using volunteers to
  focus on geography and descriptive
  cataloguing – e.g., places, subjects, themes
PHASE II – WEBSITE COMMITTEE

• Assist with development of secondary
  classifications for TMS, which will function as
  search terms for the website

• Assist with build-out of themes and subjects
  for TMS and website

• Evaluate use of volunteer program for theme
  and subject information in TMS
Merrianne Timko
Data Standards Manager
The Museum of Fine Arts, Houston
mtimko@mfah.org

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Jump-Starting Data Standards I: Launching a Data Clean-Up Program

  • 1. JUMP-STARTING DATA STANDARDS I LAUNCHING A DATA CLEAN-UP PROGRAM MERRIANNE TIMKO DATA STANDARDS MANAGER THE MUSEUM OF FINE ARTS, HOUSTON
  • 2. THE MUSEUM OF FINE ARTS, HOUSTON
  • 3. BACKGROUND • Conversion from Quixus to TMS in 2000 • Growth and diversification of works • 65,000+ permanent collection objects, more than 15,000 loans, etc. • Data standards initiative began in 2009 • TMS Style Guide published in April 2011 • Photography cataloguing guidelines published in May 2011 • Upgrade to TMS 2010 in October 2012
  • 4. COMMENTS REGARDING APRIL 2011 TMS STYLE GUIDE • Format too theoretical (e.g., reiteration of CCO and Getty ULAN guidelines) • Not enough screenshots to show how data should be entered in TMS • Specialized exceptions to data entry not emphasized (e.g., Pre-Columbian and other “unknown” creators associated with specific cultures) • Not enough curatorial input • Partial implementation
  • 5. CURRENT STATE OF DATA STANDARDS • Evolution of 59 classifications, many with less than 10 objects • Variant spellings and abbreviations of terms in the Medium field • Uneven usage of diacritical marks in titles of works and constituent names • Need to focus on tracking of changes to titles • Emphasis on usage of foreign language titles, including noting of sources for translations
  • 6. CURRENT STATE OF DATA STANDARDS • Uneven approach to attributions for artists (e.g., Attributed to Rembrandt – separate constituent vs. use of prefix associated with the object) • Few guidelines regarding use of geography • Reliance on specially designed reports to retrieve data for many departments • Minimal clean-up on de-accessioned and loan objects is needed, for collections management purposes • Need for more user-friendly documentation regarding specific data standards and data entry procedures
  • 7. DRIVING FORCE FOR TMS DATA STANDARDS AND CLEAN-UP – NEW WEBSITE INITIATIVE
  • 8. FORMATION OF WEBSITE COMMITTEE IN MAY 2012 • 1 curator (chairperson) • 4 curators • 1 curatorial assistant • Collections manager • Data standards manager • Photographic and imaging services manager • Website lead from IT
  • 9. PRESENTATION AT CURATORIAL MEETING OCTOBER 2012 • TMS has been configured to suit MFAH needs and preferences • Incorrect data regarding objects and constituents may date back to outside vendor’s input of data into Quixis in 1988 • Data must be entered in the appropriate fields in order to successfully search and extract data • Due to the configuration of TMS, it will sometimes be necessary to enter the same data in more than one field – e.g., edition in the Medium and Edition fields
  • 10. PHASE I PHASE II OBJECT DESCRIPTIVE CATALOGUING CATALOGUING • Creator • Secondary • Object Culture classifications (Culture of Creator) • Subject • Medium • Objects depicted • Date • Title • People depicted • Place made • Place depicted
  • 11. DATA STANDARDS REFERENCE SOURCES • Direct use of Getty on-line vocabularies – ULAN, AAT, TGN • Internal MFAH cataloguing memos. • Spreadsheets created with data collected from other museum websites – e.g., British Museum • Spreadsheets created to track specific issues based on AAT, Nomenclature 3.0 • Idea that spreadsheets can expedite future development of collection-specific controlled vocabularies and thesauri
  • 12. VALUE OF CONTROLLED VOCABULARIES PHASE I PHASE II OBJECT CATALOGUING DESCRIPTIVE CATALOGUING FURNITURE PAINTING Settee Basket chair, Bench FURNITURE SEATING FURNITURE
  • 13. ADOPT USE OF “seating furniture” PER AAT
  • 14. USE OF “seating furniture” BY OTHER MUSEUMS
  • 15. GROUPINGS PER AAT TO EXPEDITE CLEAN-UP • Temporary use of Object Name/Work Type field to create “groupings” of like objects per AAT • Groupings will later be used in the development of secondary classifications
  • 16. POSITIVE APPROACH TO TMS DATA CLEAN-UP • Data is not inaccurate; it simply has to be edited or reformatted for database consistency • Some clean-up more cosmetic and editorial – compound words, spelling, diacritical marks • Some clean-up will involve moving data from one field to another – e.g., Dynasty V from Period field to Dynasty field
  • 17. POSITIVE APPROACH TO TMS DATA CLEAN-UP • Some changes can be made on the backend – e.g., compound words, correcting spelling • Groupings of “like” objects based on the Getty’s AAT will expedite data clean-up and ensure consistency – e.g., seating furniture, lighting devices • Minimal disruption to usage of TMS
  • 18. Have you ever tried searching in TMS for all examples of …? Chinese export porcelain
  • 19. INITIAL SEARCH IN TMS CHINESE EXPORT PORCELAIN – 189 OBJECTS CONSTITUENT AND OBJECT CULTURE FIELDS CONSTITUENT FIELD OBJECT CULTURE DROPDOWN LIST DROPDOWN LIST Unknown, Chinese Export Chinese Chinese Export Chinese Export Unknown maker Spanish; Chinese; Mexican Chinese Export, for Compagnie des Indes (New Company) Chinese Export (P.V. Mark) [No data for 65 works]
  • 20. INITIAL SEARCH IN TMS CHINESE EXPORT PORCELAIN – 189 OBJECTS DATA ENTRY OBSERVATIONS • Classification – Ceramics (188), Lighting Devices (1) • Geography – “place” used for only 24 objects, China (23) ; China, Asia (1) • Period – Famille Rose (1), Qianlong (1) • Style – No data • Dynasty – No data UNDERUTILIZATION OF FIELDS IN TMS
  • 21. USE OF AAT “Chinese export” Canton
  • 22. AFTER INITIAL SEARCH IN TMS … ARE THERE MORE OBJECTS? “CASTING A WIDER NET” – OTHER FIELDS • Description – canton ware (per AAT clue); other clues found include C.E.P., English market • Date – 1700 to 1900 range • Geography – Performed Advanced Query in Geography for “China” + Ceramics classification AFTER SECOND SEARCH … 550 OBJECTS
  • 23. COMPARISON OF DATA IN TITLE FIELD – Selected original search results (dark grey) compared to results from second “casting a wider net” search (orange) Armorial Plate Dinner Plate Sauceboat Charger Dish Saucer Chinese Export Dinner Hot Water Dish Saucer (Teabowl) Plate Chinese Export Platter Plate Saucer, Part of Tea Set Coffee Cup Plate, bearing the Arms of Saucer Dish the City of Puebla, Mexico Creamer Platter Side or Dessert Plate Cup Pudding Dish Teabowl Deep Dish Sauce Ladle Tea Bowl Deep Dish,, Part of Mixed Sauce Tureen on Fixed Teacup Dinner Set Stand
  • 24. NEED TO ADDRESS CONSTITUENT-RELATED ISSUES • Confusion of Object Culture with culture of where object was made • For example, data entry for Object Culture field associated with photographs of Helmut Newton – American, Australian, German, Italian (per where photographs were taken) • Solution – changed Object Culture to “Culture of Creator” to clarify field function
  • 26. PHASE I TMS DATA STANDARDS GOALS • Eliminate need to perform complicated multiple searches to locate “all” examples of particular objects • Reduce uncertainty regarding whether or not “all” examples have been located • Data clean-up will make it easier to change or update information in the future regarding related objects
  • 27. PHASE I TMS DATA STANDARDS GOALS • Consistent data entry will help expedite development of website content • Phase II of Data Standards will proceed more efficiently once data in the targeted fields are standardized
  • 28. PHASE I – ROLE OF WEBSITE COMMITTEE • Discuss and approve proposed changes to data standards – e.g., elimination of periods in BC and AD • Sponsor “curatorial workshops” for all curators and curatorial assistants to explain new and revised data standards • Recommend changes to expedite clean- up • Prioritize classifications or groups of objects for clean-up
  • 29. PHASE I – ROLE OF WEBSITE COMMITTEE • Monitor status of clean-up • Resolve problems associated with clean-up • Work on design of website • Departmental assistance regarding marketing of website
  • 30. CURATORIAL WORKSHOPS #1 – Titles, Dates #2 – Creators, Culture, Geography #3 – Medium, State, Edition Ceramics Summit #4 – Classifications #5 – Physical Characteristics, Subjects Works on Paper/Photography Summit #6 – Exhibition History, Provenance
  • 31. DATA CLEAN-UP STRATEGY • Division of clean-up tasks regarding selected TMS fields • Curatorial • Registration • Volunteers • Synergetic and collaborative approach – there will be departmental overlaps regarding objects • Tiered and phased approach to clean-up to maximize resources and meet website-related deadlines
  • 32. PHASE I – DATA CLEAN-UP CURATORIAL FOCUS • Artists and Creators • Titles – Include original language title – Specify source and details regarding translation of original language title • Medium – Expand and simplify – Use preferred terms • Dates • Note questions on a log for follow-up by Registration staff.
  • 33. PHASE I – DATA CLEAN-UP REGISTRATION FOCUS • Export of “before clean-up” data from TMS to Excel spreadsheets when possible should questions arise regarding data clean-up • Link new “Unknown” creator constituent umbrellas (e.g., Unknown African) to objects • Make changes to “known” constituents as needed • Change dates to reflect four digit year and the en dash (e.g., 1799–1805) • Move data from one field to another (Tang from Culture of Creator field to Period and Dynasty fields)
  • 34. PHASE I – DATA CLEAN-UP REGISTRATION FOCUS • Populating and standardizing certain fields for collection management purposes – e.g., Edition, State, Portfolio • Any “blanket” changes requested by curatorial – e.g., changing “Place” option in Geography to “Made in” for specific groups of objects • Note questions on log for curatorial follow-up
  • 35. PHASE I – VOLUNTEERS GEOGRAPHY • Move existing data to repurposed fields • Add data to TMS per the Getty’s TGN approach • Document data added to TMS in spreadsheet to create a future more formal scheme • Note questions on log for curatorial follow- up
  • 36. PHASE I – CURRENT STATUS • Continuing dialogue with curators • Clean-up has begun • Website design has begun • Information presented at curatorial workshops is being re-purposed for an on-line table of contents with linked data standards information, departmental cataloguing preferences, and TMS screenshots • Geography volunteer program begins in May
  • 37. PHASE II TMS DATA STANDARDS GOALS • Phase II can begin once Phase I is well underway • Reduce existing 59 TMS classifications to around 20 broad classifications for collections management “object count” • Create secondary classifications based on AAT to improve searching across the collection and aid in website development
  • 38. PHASE II TMS DATA STANDARDS GOALS • Develop a controlled vocabulary for subject matter • More standardized approach to the Geography field (rather than simply “Place,” distinguish “Place made” or “Place depicted”) • Explore the possibility of using volunteers to focus on geography and descriptive cataloguing – e.g., places, subjects, themes
  • 39. PHASE II – WEBSITE COMMITTEE • Assist with development of secondary classifications for TMS, which will function as search terms for the website • Assist with build-out of themes and subjects for TMS and website • Evaluate use of volunteer program for theme and subject information in TMS
  • 40. Merrianne Timko Data Standards Manager The Museum of Fine Arts, Houston mtimko@mfah.org

Notas do Editor

  1. Much of the data clean-up will be relatively routine, but some areas that will more attention. One such example is “Chinese export porcelain.” Currently in TMS, one must perform multiple searches due to diverse methods of data entry. Searching on the classification Ceramics, then selecting from the dropdowns for the Constituent and Culture of Creator fields (see green columns) – 189 examples retrieved. The Medium field shows relatively little variation, so clean-up should not be too difficult.