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Collections Conundrums or
WHAT DO I DO WITH THIS?!




             Oregon Museum Association | Fall 2011 meeting
  Heather Bouchey – PAM, Danielle Davis– RACC, Noelle McClure – PAM,
     Nicole Nathan – Claret Associates and Oregon Nikkei Endowment
TELL THE TRUTH!*
     *We encourage open & honest communication, and this will be a confidential
exchange. You don’t have to name your institution. You don’t even need to tell us your
real name. Maybe you have a “friend” who has experienced a similar situation. Really,
             it’s cool. But rest assured, your secrets are safe with us.




                         Oregon Museum Association | Fall 2011 meeting
              Heather Bouchey – PAM, Danielle Davis – RACC, Noelle McClure – PAM,
                 Nicole Nathan – Claret Associates and Oregon Nikkei Endowment
INFORMAL POLL:
 1. Who works exclusively with collections?
      2. Are you paid staff? A volunteer?
3. Who has collections training from a source
outside your institution? I.E. BACC, certificate
  programs, collections seminars, classes?




                 Oregon Museum Association | Fall 2011 meeting
      Heather Bouchey – PAM, Danielle Davis – RACC, Noelle McClure – PAM,
         Nicole Nathan – Claret Associates and Oregon Nikkei Endowment
WHAT ARE COLLECTIONS
       CONUNDRUMS?
They come by many names including: Restricted
  gift, Permanent Loan, Old Loans Unclaimed
Property, Doorstep donations, Unsigned Deed of
 Gift, Promised Gift, Partial Gift, Undocumented
                  objects, etc.




                   Oregon Museum Association | Fall 2011 meeting
        Heather Bouchey – PAM, Danielle Davis – RACC, Noelle McClure – PAM,
           Nicole Nathan – Claret Associates and Oregon Nikkei Endowment
WHAT CAN HELP TO PREVENT
COLLECTIONS CONUNDRUMS?
1. A Collections Management Policy (CMP)
2. Checks and balances
3. Remembering the collection is held in the
public trust
4. You don’t have to say yes to everything &
learn how to say no. Nicely.




                   Oregon Museum Association | Fall 2011 meeting
        Heather Bouchey – PAM, Danielle Davis – RACC, Noelle McClure – PAM,
           Nicole Nathan – Claret Associates and Oregon Nikkei Endowment
Collections Management Policy
        Sample Outline
Introduction
Mission Statement
Statement of Authority
Collections
   Definition of Collections
   Scope of Collection or Collecting Plan
Ethics
Accession
   Criteria
   Methods
Deaccession
   Criteria
   Disposition
Loans
Collections Management Policy
                     Sample Outline

Introduction
Mission Statement
Statement of Authority
Collections
   Definition of Collections
   Scope of Collection or Collecting Plan
Ethics
Accession
   Criteria
   Methods
Deaccession
   Criteria
   Disposition
Loans
  Incoming
  Outgoing
  Courier Policy
Objects in Custody
  Found in Collection
  Old Loans/Unclaimed Loans
  Disposition
Collections Care
  Documentation
  Assessment, Conservation, and Maintenance
  Environment
  Storage
  Inventory
Risk Management
  Insurance
  Pest Management
  Disaster Planning
Security
Policy Revision
Term Definitions
Collections Management Policy
                vs.
         Collections Plan

Collections Plan: A plan that guides the content of the
collections and leads staff in a coordinated and uniform
direction over time to refine and expand the value of the
collections in a predetermined way. Plans are time-limited
and identify specific goals to be achieved. They also
provide a rationale for those choices, and specify how
they will be achieved, who will implement the plan, when
it will happen, and what it will cost.
Found-in-Collection
                Undocumented Objects:
     those objects similar to collections and found in
collections areas with no numbers, no information in their
housing, nor any characteristics that might connect them
                    to documentation.




                    Oregon Museum Association | Fall 2011 meeting
         Heather Bouchey – PAM, Danielle Davis – RACC, Noelle McClure – PAM,
            Nicole Nathan – Claret Associates and Oregon Nikkei Endowment
Found-in-Collection

                  Found-in-Collection:
undocumented objects that remain without status after all
    attempts to reconcile them to existing records of
 permanent collection and loan objects are completed.




                    Oregon Museum Association | Fall 2011 meeting
         Heather Bouchey – PAM, Danielle Davis – RACC, Noelle McClure – PAM,
            Nicole Nathan – Claret Associates and Oregon Nikkei Endowment
Found-in-Collection

    Undocumented Objects vs. Found-in-Collection:
   The differecne between the two is research and the
  museum's ability to assume ownership of the object.
 Tracking undocumented objects from the moment they
  are found is of utmost importance. Once a complete
inventory and reconciliation are complete, the remaining
 objects are and may be considered museum property. ,


                   Oregon Museum Association | Fall 2011 meeting
        Heather Bouchey – PAM, Danielle Davis – RACC, Noelle McClure – PAM,
           Nicole Nathan – Claret Associates and Oregon Nikkei Endowment
HYPOTHETICALS

   During a recent inventory, you found nearly one
  hundred objects whose cards have been marked
  "deaccessioned, " but the objects are clearly still
  present in the museum. There are no records of
deaccession in the ojbect files, and you have no idea
 when the deaccessioning might have been done.

                    How do you proceed?


                   Oregon Museum Association | Fall 2011 meeting
        Heather Bouchey – PAM, Danielle Davis – RACC, Noelle McClure – PAM,
           Nicole Nathan – Claret Associates and Oregon Nikkei Endowment
CASE STUDY: ABANDONED
           PROPERTY
                                  Case Study

Know your state abandoned property laws:
Oregon § 358.415 to 358.440
http://www.oregonlaws.org/ors/358.415
“Loans to Museums”




                      Oregon Museum Association | Fall 2011 meeting
           Heather Bouchey – PAM, Danielle Davis – RACC, Noelle McClure – PAM,
              Nicole Nathan – Claret Associates and Oregon Nikkei Endowment
RESOURCES
 •   RC-AAM listserve: Great resource for advice and answers from
     peers. Registrars Committee - http://www.rcaam.org
 •   ALI-ABA - http://www.ali-aba.org (American Law Institute-American Bar
     Assoc) Legal Issues in Museum Administration cd's which can be checked
     out from the RC-WR if you are a member.
 •   RC-WR Registrar's Committee-Western Region.
 •   Museum Registration Methods, 5th edition (MRM 5).
 •   A Legal Primer on Managing Museum Collections by Marie Malaro


*For a complete list, please provide us with your email address and we will send
them to you, along with the presentation.




                         Oregon Museum Association | Fall 2011 meeting
              Heather Bouchey – PAM, Danielle Davis – RACC, Noelle McClure – PAM,
                 Nicole Nathan – Claret Associates and Oregon Nikkei Endowment
RESOURCES
Heather Bouchey-Portland Art Museum
heather.bouchey@pam.org
503-276-4366

Danielle Davis -Regional Art and Culture Council
ddavis@racc.org

Noelle McClure-Portland Art Museum
noelle.mcclure@pam.org

Nicole Nathan-Claret Associates & ONE
nicole@claretassociates.net
503-490-8971



                         Oregon Museum Association | Fall 2011 meeting
              Heather Bouchey – PAM, Danielle Davis – RACC, Noelle McClure – PAM,
                 Nicole Nathan – Claret Associates and Oregon Nikkei Endowment
CONUNDRUMS!!!
    Q&A


           Oregon Museum Association | Fall 2011 meeting
Heather Bouchey – PAM, Danielle Davis – RACC, Noelle McClure – PAM,
   Nicole Nathan – Claret Associates and Oregon Nikkei Endowment

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OMA 2011: Collections Conundrums

  • 1. Collections Conundrums or WHAT DO I DO WITH THIS?! Oregon Museum Association | Fall 2011 meeting Heather Bouchey – PAM, Danielle Davis– RACC, Noelle McClure – PAM, Nicole Nathan – Claret Associates and Oregon Nikkei Endowment
  • 2. TELL THE TRUTH!* *We encourage open & honest communication, and this will be a confidential exchange. You don’t have to name your institution. You don’t even need to tell us your real name. Maybe you have a “friend” who has experienced a similar situation. Really, it’s cool. But rest assured, your secrets are safe with us. Oregon Museum Association | Fall 2011 meeting Heather Bouchey – PAM, Danielle Davis – RACC, Noelle McClure – PAM, Nicole Nathan – Claret Associates and Oregon Nikkei Endowment
  • 3. INFORMAL POLL: 1. Who works exclusively with collections? 2. Are you paid staff? A volunteer? 3. Who has collections training from a source outside your institution? I.E. BACC, certificate programs, collections seminars, classes? Oregon Museum Association | Fall 2011 meeting Heather Bouchey – PAM, Danielle Davis – RACC, Noelle McClure – PAM, Nicole Nathan – Claret Associates and Oregon Nikkei Endowment
  • 4. WHAT ARE COLLECTIONS CONUNDRUMS? They come by many names including: Restricted gift, Permanent Loan, Old Loans Unclaimed Property, Doorstep donations, Unsigned Deed of Gift, Promised Gift, Partial Gift, Undocumented objects, etc. Oregon Museum Association | Fall 2011 meeting Heather Bouchey – PAM, Danielle Davis – RACC, Noelle McClure – PAM, Nicole Nathan – Claret Associates and Oregon Nikkei Endowment
  • 5. WHAT CAN HELP TO PREVENT COLLECTIONS CONUNDRUMS? 1. A Collections Management Policy (CMP) 2. Checks and balances 3. Remembering the collection is held in the public trust 4. You don’t have to say yes to everything & learn how to say no. Nicely. Oregon Museum Association | Fall 2011 meeting Heather Bouchey – PAM, Danielle Davis – RACC, Noelle McClure – PAM, Nicole Nathan – Claret Associates and Oregon Nikkei Endowment
  • 6. Collections Management Policy Sample Outline Introduction Mission Statement Statement of Authority Collections Definition of Collections Scope of Collection or Collecting Plan Ethics Accession Criteria Methods Deaccession Criteria Disposition Loans
  • 7. Collections Management Policy Sample Outline Introduction Mission Statement Statement of Authority Collections Definition of Collections Scope of Collection or Collecting Plan Ethics Accession Criteria Methods Deaccession Criteria Disposition Loans Incoming Outgoing Courier Policy
  • 8. Objects in Custody Found in Collection Old Loans/Unclaimed Loans Disposition Collections Care Documentation Assessment, Conservation, and Maintenance Environment Storage Inventory Risk Management Insurance Pest Management Disaster Planning Security Policy Revision Term Definitions
  • 9. Collections Management Policy vs. Collections Plan Collections Plan: A plan that guides the content of the collections and leads staff in a coordinated and uniform direction over time to refine and expand the value of the collections in a predetermined way. Plans are time-limited and identify specific goals to be achieved. They also provide a rationale for those choices, and specify how they will be achieved, who will implement the plan, when it will happen, and what it will cost.
  • 10. Found-in-Collection Undocumented Objects: those objects similar to collections and found in collections areas with no numbers, no information in their housing, nor any characteristics that might connect them to documentation. Oregon Museum Association | Fall 2011 meeting Heather Bouchey – PAM, Danielle Davis – RACC, Noelle McClure – PAM, Nicole Nathan – Claret Associates and Oregon Nikkei Endowment
  • 11. Found-in-Collection Found-in-Collection: undocumented objects that remain without status after all attempts to reconcile them to existing records of permanent collection and loan objects are completed. Oregon Museum Association | Fall 2011 meeting Heather Bouchey – PAM, Danielle Davis – RACC, Noelle McClure – PAM, Nicole Nathan – Claret Associates and Oregon Nikkei Endowment
  • 12. Found-in-Collection Undocumented Objects vs. Found-in-Collection: The differecne between the two is research and the museum's ability to assume ownership of the object. Tracking undocumented objects from the moment they are found is of utmost importance. Once a complete inventory and reconciliation are complete, the remaining objects are and may be considered museum property. , Oregon Museum Association | Fall 2011 meeting Heather Bouchey – PAM, Danielle Davis – RACC, Noelle McClure – PAM, Nicole Nathan – Claret Associates and Oregon Nikkei Endowment
  • 13. HYPOTHETICALS During a recent inventory, you found nearly one hundred objects whose cards have been marked "deaccessioned, " but the objects are clearly still present in the museum. There are no records of deaccession in the ojbect files, and you have no idea when the deaccessioning might have been done. How do you proceed? Oregon Museum Association | Fall 2011 meeting Heather Bouchey – PAM, Danielle Davis – RACC, Noelle McClure – PAM, Nicole Nathan – Claret Associates and Oregon Nikkei Endowment
  • 14. CASE STUDY: ABANDONED PROPERTY Case Study Know your state abandoned property laws: Oregon § 358.415 to 358.440 http://www.oregonlaws.org/ors/358.415 “Loans to Museums” Oregon Museum Association | Fall 2011 meeting Heather Bouchey – PAM, Danielle Davis – RACC, Noelle McClure – PAM, Nicole Nathan – Claret Associates and Oregon Nikkei Endowment
  • 15. RESOURCES • RC-AAM listserve: Great resource for advice and answers from peers. Registrars Committee - http://www.rcaam.org • ALI-ABA - http://www.ali-aba.org (American Law Institute-American Bar Assoc) Legal Issues in Museum Administration cd's which can be checked out from the RC-WR if you are a member. • RC-WR Registrar's Committee-Western Region. • Museum Registration Methods, 5th edition (MRM 5). • A Legal Primer on Managing Museum Collections by Marie Malaro *For a complete list, please provide us with your email address and we will send them to you, along with the presentation. Oregon Museum Association | Fall 2011 meeting Heather Bouchey – PAM, Danielle Davis – RACC, Noelle McClure – PAM, Nicole Nathan – Claret Associates and Oregon Nikkei Endowment
  • 16. RESOURCES Heather Bouchey-Portland Art Museum heather.bouchey@pam.org 503-276-4366 Danielle Davis -Regional Art and Culture Council ddavis@racc.org Noelle McClure-Portland Art Museum noelle.mcclure@pam.org Nicole Nathan-Claret Associates & ONE nicole@claretassociates.net 503-490-8971 Oregon Museum Association | Fall 2011 meeting Heather Bouchey – PAM, Danielle Davis – RACC, Noelle McClure – PAM, Nicole Nathan – Claret Associates and Oregon Nikkei Endowment
  • 17. CONUNDRUMS!!! Q&A Oregon Museum Association | Fall 2011 meeting Heather Bouchey – PAM, Danielle Davis – RACC, Noelle McClure – PAM, Nicole Nathan – Claret Associates and Oregon Nikkei Endowment