National Cultural Heritage Networks: access and context in a digital environment
Lori McCay-Peet


With advances in digital technology, museums, archives, and libraries have faced  challenges in presenting their collections of primary source material online. This paper discusses the potential for national federated search engines to further the goals of local and national cultural institutions and benefit users by creating a single access point to authoritative sources, increased access to cultural heritage items, and interesting juxtapositions of sources, formats, and subjects. The challenges associated with providing context at the item and collection level to make digital items valuable to the user are also explored. A search for mourning customs on the PictureAustralia, Images Canada, and American Memory national cultural heritage networks is used to highlight issues related to access and context throughout the paper. Finally, challenges to greater contextualization due to the diversity of users and the mandates of the networks themselves are examined.

Introduction
PictureAustralia, Images Canada, and American Memory
Importance of primary sources to the user
Benefits of providing online access
Context within the metadata
Sources of context beyond the metadata
Challenges to greater contextualization
Conclusion


Introduction

Federated searching has emerged as an important tool providing increased access to national heritage collections. Rather than simply a new means to improve access, the digital environment is forcing cultural heritage institutions to rethink their audience and records management practices. Developing context at an item and collection level is a lengthy, expensive, and challenging process. However, it is critical that the metadata laid bare by these search engines be robust enough to make the cultural heritage metadata valuable to users: researchers, academics, lifelong learners, educators, and students. The national federated search engines examined in this paper; PictureAustralia, Images Canada, and American Memory all have the goal of displaying digital representations of cultural heritage, together with their metadata, to be accessed and used by a wide and varied audience. While this type of national network has exciting potential, these sites are still developing and adapting to the needs of their users. One of these needs is contextualization. This need is highlighted in a search for cultural heritage items related to Canadian, American, and Australian mourning customs.


PictureAustralia, Images Canada, and American Memory

The National Library of Australia hosts and contributes to the national heritage network PictureAustralia. Started as a pilot project in 1998, PictureAustralia draws contemporary and historical images of Australian life from the collections of 44 cultural agencies including archives, museums, galleries, and libraries. It includes digital images of art, maps, manuscripts, artefacts, and audio and video clips (“About PictureAustralia,” n.d.). Inspired by PictureAustralia, Images Canada was launched by Libraries and Archives Canada in 2001. It has 15 partners contributing digital images of Canadian heritage, primarily composed of drawings, paintings and photographs. The most comprehensive of the three networks explored in this paper is American Memory, which is hosted by the Library of Congress. Since its beginnings in 1994, it has grown to include more than 100 American heritage collections and more than nine million digital items from institutions across the United States. Sound recordings, motion pictures, photographs, artefacts, books, sheet music, and manuscripts are contributed by libraries, archives, museums, and historical societies (“About the Collections,” n.d.).


Importance of primary sources to the user


Researchers, academics, lifelong learners, educators, and students can benefit from increased access to primary sources which can add another dimension to their learning and work. Primary sources are a tool which can be used to inform research, and provide insight into a variety of human activities throughout history, all of which helps people develop their ideas concerning these subjects. Before the World Wide Web, this type of primary source may have been inaccessible due to its distant location, delicate condition, value, or because its existence was unknown (Jarrell, 1998). Many cultural heritage items are hidden away, particularly in museums where “information has a history of being hoarded if not outright hidden in curatorial files” (Baca & Coburn, 2004). By digitizing their collections in meaningful ways, cultural institutions can often eliminate these common barriers to accessibility.  


Benefits of providing online access

Furthering the mandates of individual cultural institutions

By eliminating these barriers to access, online applications can help fulfill the mandates of local and national cultural institutions. The cultural institutions accessed through American Memory, Images Canada, and PictureAustralia share similar missions to serve the public and make their collections accessible while maintaining the integrity of these collections. For example, the goals expressed by the Glenbow Museum in Alberta are shared by other similar organizations across Canada, the United States, and Australia. Glenbow Museum’s collections are available through Library and Archives Canada’s Images Canada website. On the “Visions & Goals” (n.d.) page of its website, Glenbow names two goals particularly pertinent to the value of an online presence: “Refine and build the collection and maximize accessibility, while improving condition, utility and security” and “Strengthen Glenbow's profile locally, nationally and internationally.” The development of complementary digital representations of its collections is a natural fit with the missions of individual cultural institutions. Canada, Australia, and the United States are among many countries using federated searching to assist in the aims of these individual institutions: to capture a wider audience and to make collections more accessible and useful without compromising the preservation and security of collections.

Authority source


Though many institutions benefit from an online presence, the proliferation of websites with varying degrees of authority on cultural heritage information presents a challengeto users. Cultural heritage items must be accurately identified before they can be properly studied. For this reason, Dempsey (2000) writes of the importance of making collections available online despite the challenges:

Although there is continuity of purpose and value within cultural institutions, these exist alongside a fundamental examination of roles and practices. The costs of developing necessary roles and sustainable practices will be high, as will the social and organizational costs of change and institution building. However the costs of not doing so will be higher, as the cultural and intellectual legacy to future generations is entrusted to a house of cards built on a million websites (section 3, para. 1).

The issue of authority cannot be underestimated. It is not enough to have an image or sound recording alone, there needs to be authoritative metadata to provide the opportunity for professionals, students, and the general user to develop meaning from an accurate contextual starting point.

The following tenuous description of mourning jewellery found on EBay highlights Dempsey’s argument: “This auction is for a group of Victorian celluloid Pinbacks that I would believe are actually mourning Jewelry pieces that may have been family members who died. That's maybe a stretch but a guess” (“Antique Celluloid,” 2006). While this is an example of poor narrative and lack of detailed description, it underlines the point that the image alone is not enough; there must be an adequate amount of authoritative information regarding the image. It could be argued that EBay is an excellent source of cultural heritage images but the lack of authority makes it a problematic source of accurate information. Museums, archives, and libraries provide a trusted and authoritative source of cultural heritage information. The development of national cultural heritage networks by such nationally and internationally known and respected organizations as the Library of Congress, the National Library of Australia, and Libraries and Archives Canada provides authority to lesser known local cultural institutions whose records they host.


More and easier access

While many cultural institutions already present a portion of their collections on their websites, national federated search engines have taken access a step further by providing the user with one access point to the collections of multiple cultural institutions. Even if institutions provide digital images of their entire collection online, people must know where to look and, in the sea of websites, it is difficult to stand out and grab attention. National networks can help solve this problem by providing one place where people can access all of these collections at once. As Hedegaard (2004) points out in her study of federated searching in Denmark:

People seeking information do not care where they find it—whether it is in a book or a leaflet in the library, from a description of an artefact in the museum, or from an organisation’s protocol in the archives, as long as they do find it (Danish Experiences section, para. 3).

Rather than scouring the bookshelves of libraries or traveling across the country to visit particular institutions or searching individual websites, users can access materials online through a single network. The networks that host the collections of cultural institutions also provide easy access to copyright information at an item level which helps those interested in repackaging digital representations of cultural heritage.

New
juxtapositions of cultural heritage items

Federated searching also provides some less obvious benefits that have an interesting effect on the way in which users contextualize items. Lisa Jardine a trustee for the Victoria & Albert Museum in London, notes that “The traditional museum works today by presenting the collision of ideas (Jays, 2006, para. 19).” Rather than static displays, museums are constantly trying to move their holdings around, creating new and interesting combinations of objects. The intent is to grab attention and maintain the interest of the public. Federated searching has the same effect on its audience. Accessing numerous digital items from a variety of sources exposes users to institutions, sources, and formats they may never have thought of exploring. As a result, users can establish important connections and points of comparison. Searches can lead to juxtapositions of previously unconnected cultural heritage items and to potentially new ways of thinking about human activity. Often, information for historical research does not come from just one source or medium. The understanding of a subject can be enriched when multiple sources and media are used to study it The use of multiple sources and media enriches the understanding of a particular subject. Federated searching also increases the likelihood of finding relevant resources serendipitously. 

A search for items related to mourning customs in American Memory exemplifies this opportunity to gain insight from new combinations. The results included digitally captured photographs, artefacts, journals, sheet music, movies, newspapers, and manuscripts from numerous heritage institutions across the United States. Users may not expect that the Journals of the Continental Congress would contain information related to mourning customs, but references to these are extensive in their pages. In one passage, the members make a pact to

discountenance and discourage every species of extravagance and dissipation, […] and on the death of any relation or friend, none of us, or any of our families, will go into any further mourning-dress, than a black crape or ribbon on the arm or hat, for gentlemen, and a black ribbon and necklace for ladies, and we will discontinue the giving of gloves and scarves at funerals (Ford et al., 1774, p. 78).

The prohibition of the more extravagant forms of mourning dress was part of a larger boycott of British goods at the time in response to the “Intolerable Acts.” These are outlined in the timeline (“America,” n.d.) provided for the collection. In isolation or without prior knowledge it would be difficult to discover this passage’s significance without some knowledge of this period in history, so the timeline plays a vital part in providing context for the user.

One hundred years after this pact was made by the members of the Continental Congress, vestiges of this distain for extravagant mourning dress are still evident, though clearly the abandonment of full mourning dress did not have long term influence on the American public. Mabel Hubbard Bell (1876?), in a letter to her future husband Alexander Graham Bell, which is now located in the manuscript Division of the Library of Congress, describes the work involved with mourning customs following the death of a family member as follows:

We have been very busy all day on those black dresses. What an immense amount of work a death in this large family makes. It is however a blessing I suppose keeping head and hands busy, and leaving little time for vain sorrow.[…] But I don't see when I ever can get away, there are dresses to be made for every one of us and until they are done I can't go much as I may want to. It's no case of luxury, but of actual need. We have none of us proper mourning clothes.

The user could draw on both of these examples and others available through American Memory to discuss the evolving ideas surrounding luxury in America in relation to mourning dress. This kind of rich cross-analysis is made possible with the juxtapositions of multiple sources. The single access point provided by American Memory opens up collections to the user that he or she might have never thought of searching. As Tony Boston (2003, PictureAustralia and OAI para. 4) of PictureAustralia suggests, “The value of services like PA is that users do not need to know which agency holds a particular image.”


Context within the metadata


Barriers to robustness

All records, from least to most detailed, are presented on the websites of American Memory, PictureAustralia and Images Canada, but if the metadata provided by the participating institutions are not descriptive enough then the items accessible through a network search may not serve a useful purpose. The meaning of images, sound, and text is not always obvious to the user and it cannot be assumed that people will know what an item is and where it can fit in their understanding. This is true for both textual and non-textual primary source materials. Accurate interpretation can only come with complementary and adequate textual information and failing to provide this information can lead to false assumptions as illustrated by the earlier example of the passage from the Journals of the Continental Congress.

American Memory, PictureAustralia, and Images Canada all offer a different level of support to the user to place cultural heritage items into context, but all provide a digital representation of the item through a moving or static visual image or a sound recording together with the accompanying metadata. While an image or sound bite alone may be interesting to the user, it may not be familiar enough to make interpretation possible. At its most basic level, context is provided by the metadata of the originating institutions: the libraries, museums, and archives. Metadata supplies the complementary textual information required to identify the item but the spectrum of content in individual records is wide and varied. The amount of information provided in each record is dependent on the amount known by the information professional who prepared the metadata, the amount of time that staff member had to prepare it, and the traditions of metadata production related to museums, libraries, and archives.

The Open Archives Initiative Protocol for Metadata Harvesting (OAI-PMH) is used by American Memory, PictureAustralia, and Images Canada to collect metadata from participating institutions. In her study of the differences between the metadata of museums, libraries, and archives, Eulalia Roel (2005) suggests that these institutions have developed ways of assigning metadata based on their varied traditions. While libraries have a history of providing consistent and uniform metadata at an item level, it is often sparse and lacks context due to the volume of items libraries process. Archives on the other hand spend time creating highly contextualized metadata, but it is offered usually at the collection rather than the item level. Museums frequently have sparse and unstructured metadata at the item and collection levels because the mandate of museums has not traditionally been to share metadata outside the confines of an exhibition. Roel notes that it is “common, in fact, for curatorial staff to view metadata as intellectual property to which they are the gatekeepers, reflecting a professional value placed upon contextualizing materials for use” (p. 22-24).

Archives, libraries, and museums have different ways of documenting their collections, different traditions of data collection and different vocabularies to describe these collections. Adbus Sattar Chaudry and Tan Pei Jiun (2005) argue in their study of taxonomy and access to digital cultural heritage resources that “With the lack of common standards for knowledge organization across the cultural heritage community, it is difficult to facilitate seamless access to resources in cultural networks” (p. 753). In a networked environment, a user would not be able to search the collections of multiple cultural institutions at one time without the presence of a common vocabulary. Recognizing the benefits of federated searching and understanding the unlikelihood of the development of a common standard, a more realistic solution for greater interoperability has been proposed, namely the development of thesauri that can retrieve metadata from a variety of networked sources that have a variety of controlled vocabularies (p. 754). While it is evident that data from multiple sources need to be standardized, they also need to be made more robust in order to make the records useful and easier to locate (p. 764). More robust metadata benefits the user in terms of search effectiveness and the usefulness of the record.

In order to provide the maximum access to primary sources and to be inclusive of as many institutions as possible, American Memory, Images Canada, and PictureAustralia all harvest the metadata of the various cultural institutions regardless of the amount of descriptive information that they include. This leads to a great deal of variation in search results. A search in PictureAustralia using the term “mourning” turned up eighty-four results. One photo from this selection, originating from the National Library of Australia, shows aboriginals from Papua New Guinea in 1921. The title of the photograph is “Ambasi villages, North Coast [four women (two in mourning and covered in clay) with two children].” The record includes the name of the photographer, subject, description, publisher, image number, format, managed by, collection of series, place, and a rights statement. While the record does provide a lot of valuable yet basic information, it does not explain why two of the women in mourning were covered in clay.

A mourning ring owned by the wife of James Cook, the British explorer, is one of the most detailed
records in the search for items related to mourning customs in PictureAustralia. The item is entitled “Captain James Cook mourning ring, owned by Elizabeth Cook, ca. 1780” and shows a picture of a ring in its original box. The full display for this record directs the user to the website of the State Library of NSW where two high quality views of the ring can be seen along with a full physical description as well as the transcription of the inscription that is on the ring and a curatorial note that reads:

Photograph (b&w.) of the seal of Cook's coat of arms, that accompanied the original donation, held at SPF/Cook, James Capt./Relics and with the ML restoration report. Seal not located since 1985 [.] Despite historical references to the ring being made of Cook's hair, close examination does not indicate hair is the material used

The information provided about the item is extensive and the high quality pictures of the ring make it seem as if the user could reach out and touch the object. Certainly this record would provide a valuable starting point for further research, but the record would be even more useful if the institution had provided additional information about the use of hair in mourning items.

A new perspective on collections management

Before the development of online catalogues, metadata was not in the spotlight. Now, when a user searches an institution’s collection, it is the metadata that is front and centre. As a result, institutions have had to change the way in which they view collections management. As Murtha Baca and Erin Coburn (2004) suggest, collections management systems are evolving into “collections information systems,” which have the “larger purpose of aggregating all relevant information about the works in a collection and preparing that information for delivery or publication in a variety of environments and to a variety of users, both internal and external.” Primary sources together with their metadata are being viewed online and complementary information needs to be made available to the online user to supply context that would normally have been provided by an information professional in a physical setting. This has breathed new purpose into collections management. Cultural institutions have had to expand their mandate into the digital environment and take another look at the way that they deliver information to their audience through their metadata.


Sources of context beyond the metadata


Thematic grouping of cultural heritage items

American Memory, Images Canada, and PictureAustralia all have a method for placing the participating institutions’ collections into meaningful groupings. They provide a context by organizing the items into themed categories. Images Canada calls them image trails. PictureAustralia calls them picture trails. American Memory calls them collections by topic. The groupings provide a framework and starting point for those who wish to find specific collections or items of interest. Though this helps to focus a search and to place items into helpful, though somewhat arbitrary, categories, it is not enough to get a sense of the importance of images or of where they fit in to the cultural landscape of Australian, American, or Canadian life. For example, there is an image trail of Halifax in Images Canada containing 146 photographs, drawings, and paintings of the city. The images are all of buildings, monuments, and landscapes in Halifax which would make it difficult for a person following this trail to gain an understanding of Halifax beyond its architecture. There is nothing descriptive beyond the item level and nothing that ties these images together except the fact that they are of Halifax (“Image Trail,” n.d.).

Introductions, outlines, and timelines

Though additional content provided by the contributing institutions varies between the collections that American Memory hosts, the network encourages museums, libraries, and archives to supply introductions, timelines, overviews, and other supplementary information related to their collection that would be beneficial to the user. This provides useful context at the collection level and makes accurate interpretation of items more likely. For example, in the collection of the Alexander Graham Bell Family Papers at the Library of Congress, users can view annotated collection highlights, a timeline, read an article about Alexander Graham Bell, the telephone, and the telegraph, view Bell’s family tree, find out more about Mabel Hubbard Bell and her husband Alexander Graham Bell, and get suggestions for further reading. However, because this support is offered at the collection rather than the item level, Mabel’s comments regarding her specific reference to mourning clothing are not explained.

Images Canada and PictureAustralia do not offer this level of contextualization on their websites, but Images Canada is attempting to provide a framework by providing links to 10 photo essays. “Typically written by a photo archivist or historian, each photo essay provides a narrative on a particular theme. Photo essays are enhanced with images, to highlight the collections of Images Canada partners” (“Photo Essays,” n.d.). Though not on the Images Canada website, the user can link to the institution that created them from the photo essays page.

Tools for contextualization

Both Images Canada and American Memory provide tools for educators to introduce students to the primary sources available through the networks and to help them place the collections into context for students. Images Canada has a group of educational resources comprised of two lesson plans and an idea bank. American Memory goes to great lengths to offer educators support for using the collections that they host. They have approximately 75 lesson plans that complement the collections as well as activities for students related to the collections. While efforts are being made to help students understand the primary materials that can be accessed on these two networks, there are no such tools for researchers, academics, and lifelong learners.


Challenges to greater contextualization


Diversity of users

One of the advantages of putting collections online is that they are made available to a wider audience, but this also presents a major challenge. Institutions are serving a much wider audience with various needs and expectations. Roch Carrier, National Librarian of Canada, commented that the goal of Images Canada is to provide a single entry point for discovering Canadian Images from a variety of online library, museum, and archival sources, “This includes photographs, illustrations, caricatures; something for everyone!” (“Images Canada,” 2001). Providing content and context to such a diverse group of users requires a variety of information development strategies, time, and money.

Many
students, teachers, researchers, and members of the general public want to find out more about cultural heritage online. Murtha Baca and Erin Coburn (2004) note:

Creating access to a museum’s collections on the web opens up a whole new level of complexity that requires careful thought, for users can no longer be simply identified as museum staff or museum visitors, nor can their needs be neatly categorized. Making collection information available on the Web means that everyone with access to a computer that is connected to the Internet is a potential user, regardless of age, educational and cultural background or native language (Creating Access: Two Misconceptions section, para. 1)

Technology will continue to evolve and allow for greater access to collections, but there must be an understanding of what the audience needs, what information and tools the institution should strive to provide. Online users are more demanding, expecting collections to be packaged to fit their own requirements and interests, regardless of the complexities of digital technology or the limitations of the institution itself (Dempsey, 2000).

Broad mandates of the networks

PictureAustralia and American Memory assert that one of most import aspects of their existence is to provide the raw materials for further exploration. They argue that simply by making cultural heritage items accessible they are allowing for infinite possible uses. Debbie Campbell (2002) of PictureAustralia states that the focus is on providing “the raw materials which can be contextualised by a school class, a higher education unit, or an independent researcher with a specific learning need” (p. 185). She adds, “To borrow from Ranganathan’s laws, every item its record, every record its item, to save the time of the searcher by ensuring accurate records. When the records are correct, other forms of contextualization are possible” (p. 185). Caroline Arms (2003), from the Library of Congress Office of Strategic Initiatives, echoes this sentiment:

From the beginning, it was envisaged that the contents in American Memory should be not just accessible but usable. Teachers would find materials to discuss in class; students would download pictures to illustrate papers or incorporate into their own Web sites. Nineteenth century sheet music could be printed and used for personal pleasure or public performance. James Billington, the Librarian of Congress, referred to LC's efforts as "plain vanilla". His vision was that others could use the materials made available through American Memory as ingredients in fancier dishes. (Background section, para. 1)

The user is expected to take what is needed: organize the metadata, the vanilla, in a way that makes sense to their aims related to research, education, and personal development.

Range of interpretation and perspective

It could be argued that over-contextualization should be avoided because understanding changes over time due to the relative nature of context in historical interpretation. As well, there may be multiple perspectives and interpretations of a single subject or event that could be compounded over time. An 1880s photo of a woman in a black hat and scarf (“Mrs. John Bowes,” n.d.) from the Images Canada network could be contextualized in many different ways. The record for this photograph already includes the subject’s name, the approximate date, the source, the geographic coverage, and a brief description of her clothing and the notation that she is possibly wearing mourning clothes. There are numerous ways this metadata could be enriched. The significance of the woman’s clothing could be explained within the context of the history of mourning dress and customs. It could also be linked to more information about photography during that period. This photograph could be a springboard for numerous discussions, but which ones would the host network or institution choose: all, some, or none?

Dempsey (2000) suggests that the availability of cultural heritage metadata in a digital environment will provide challenges and opportunities for cultural heritage professionals. He writes that “fluidity” is set to replace “fixity” in the online world of museums, archives, and libraries:

Fluid because data flows: it can be shared, reused, analysed; can be adapted, reconfigured, copied, and newly combined in ways which were not possible before. A resource dissolves into multiple individually addressable resources, or can be aggregated in multiple combinations. Resources can carry information about themselves, can communicate to automate processes or deliver new services, and can yield up use or status data which can drive decisions and inform behaviour. The creation and use of flows in a digital medium offer unprecedented flexibility, enhancing and augmenting services. (section 3.2, para. 2)

While increased contextualization of cultural heritage items will create more work for information professionals, this fluidity of data, whether it relates to the metadata itself or additional forms of contextualization provided by networks or individual institutions, will ultimately lead to greater service for the user.


Conclusion


The cultural heritage networks of American Memory, Images Canada, and PictureAustralia, have emerged in response to innovations in digital technology and the desire to share collections more effectively. While sparse metadata and complementary resources may make it difficult for people to place cultural heritage items into context, they do make people aware of collections they previously would not have discovered, spurring them on to discover more information on their own. No matter how robust the metadata, national cultural heritage networks represent an important movement towards greater accessibility which will ultimately enrich the work and study of students, educators, professionals, academics, and the general public. While there are challenges to providing more meaningful and useful context on an item and collection level, the advantages of providing this added service outweigh the disadvantages. Connections between digital images and information-rich text make cultural heritage items more useful to the user and allow for deeper understanding and greater possibility of further interpretation. The new audience that the digital environment has given to museums, archives, and libraries is not the one that these institutions are used to serving in a traditional setting, but this audience needs context to make their virtual visit a meaningful one.


Lori McCay-Peet is enrolled in the first year Master of Library and Information Studies programme at Dalhousie University’s School of Information Management. Lori obtained a Bachelor of Arts from the University of King’s College in 1994, upgraded to an Honours in history at Dalhousie University in 1998. She also holds a Diploma in Costume Studies from Dalhousie University and has been working in various areas of the clothing and costume industry for the past 8 years. This paper was originally submitted in December 2006 for INFO 5500, Information in Society.
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National Cultural Heritage Networks: access and context in the digital environment by Lori McCay-Peet
Dalhousie Journal of Information and Management, volume 3, number 1 (Winter 2007)