Monday, 3 September 2012


MUSEUM REPORT - Paper for the General Meeting at Frome.

Introduction.  This lengthy paper aims to brief the membership on the major success of the new Museum of Somerset and to report the measures taken by the Board to establish oversight of our museum collection in consultation with Somerset County Council (SCC). The paper also describes current museum business before the Board, including important issues raised by a member of the Society, Dr Nix which are now under review.

The New Museum of Somerset and Somerset Heritage Centre.  2011 marks the beginning of an exciting new era for the Museum and its collections – congratulations to the SCC, Tom Mayberry, Head of Heritage, his colleagues, our representative on the Project Board, Hilary Binding, and SANHS volunteers, for bringing to fruition, within time and budget, two major schemes which have long been the joint ambition of the Society and the Council.

Impressed by this close association, the Heritage Lottery Fund (HLF) contributed £4.8m towards the £6.5m cost of the first project, the refurbishment of Taunton Castle to provide the new Museum of Somerset. Its stunning displays of geology, archaeology, natural and social history, demonstrate the richness of the collections built up by the Society over the past 162 years. The Society provided the freehold of the Castle and a modest financial contribution and has use of the educational facilities and its own room.  Since opening at the end of September last year, there have been over 32,000 visitors – a magnificent realisation of the Society’s charitable objects.

The archaeological finds and archive recovered by Chris Webster and his team will be added to the Society’s collection.  We are very grateful to Chris for his recording of the works and to Mary Sirault for her documentary research.  Taken together these have changed our view of the history and development of Taunton Castle.

The second project, the move of our reserve collection to the new £8m Somerset Heritage Centre (SHC), now for the first time provides SANHS items not on exhibition elsewhere with contemporary standards of security and conservation. This is a major achievement by Steve Minnitt, Head of Museums, and his staff.  A major update of the database is under way to record the relocation of all these items.  Much sorting and recording is still in progress but access for members and the general public is being encouraged. In parallel with this activity, work has started to seek HLF funds for refurbishing the Somerset Rural Life Museum.

Museum Collection Panel.  The Board has established a Museum Collection Panel whose Terms of Reference include the duty to “. . . advise it (the Board) on all matters concerning the well-being, development, public access to, use and management of its Museum Collection . . .”  The first meeting was held on 23 November 2011.  There are 4 members: Steve Parker Chairman, David Baker Vice-Chairman and 2 museum-qualified members, David Dawson and David Hill; a Secretary has yet to be appointed.  The SCC representatives to work with the Panel are Steve Minnitt and Dennis Parsons.  Steve Parker represents the Panel on the Trustee Board.

Inspection of the Society’s Collection.  Under the terms of the Collections Loan Agreement with Somerset County Council of 2 September 2008 the Society is allowed “…. access to the Collection at all reasonable times by prior arrangement to inspect the Collection.”  This inspection does not appear to have been undertaken for some years but the Panel was able to inspect the Reserve Collections in Building 2 at the Somerset Heritage Centre immediately before their first meeting.  The Panel also interrogated the associated databases.  Both inspection and interrogation were satisfactory although it was noted that there is a continuing heavy task to update the databases following the move. An inspection of the Collection on display to the public in the new Museum of Somerset will be undertaken at a later date.  

The Panel was most impressed by the positive attitude of the SCC staff and by the conditions in which the Reserve Collections are now kept; the vastly improved opportunities to access and exploit this valuable material were clearly apparent. The Panel will be encouraging wider knowledge of the new arrangements for its museum collection, including the provision of dedicated space on the Society’s website.  This report is part of that activity. 

Research using the Society’s collection.  The Panel has delegated authority from the Board to approve routine requests for the use of items from the collection. Loans are subject to the proviso that the items must be insured, collected and held securely, and duly acknowledged as belonging to SANHS. Recent examples of approvals given in response to requests from the SCC are: a research student from Durham to borrow the Clevedon beads for analysis via a non-destructive scan, as well as 4 or 5 of the 10 teeth from the Clevedon cist burial for carbon dating and isotope analysis; Professor Mick Aston to borrow 6 unspecified items of human remains for carbon dating as part of his ‘Arthur to Alfred’ project; and Richard Brunning to undertake further work on Mesolithic flintwork material from Greylake sand quarry, Middlezoy in conjunction with the Universities of Oxford, Southampton, Winchester and the British Museum.

Collections Management Plan.  The Panel has taken a first look at the draft of a Forward Collections Management Plan which is being put together in consultation with the SCC and is required for accreditation of the Museum.  The next meeting of the Panel in March will consider the detailed input from the Society.  The aim is to have the plan agreed in time for it to be reported to the Society’s AGM in May 2012.

SANHS Museum Collections Management.  The Board has recently passed to the Panel concerns raised by Dr Nix on legal, ethical, and management issues relating to the Society’s museum collection together with his suggestions on how these issues might be addressed.  The Panel has advised the Board that, while they cannot deal with every detail of these inquiries nor search for specific documents, they can review the principles involved and make recommendations.

The italicised paragraphs below summarise Dr Nix’s concerns and the issues involved under four headings: Ownership; Museum Exhibits Fund; St Mary Redcliffe staircase; and Governance. These paragraphs are followed by the Panel’s own conclusions and recommendations on the way ahead, as reported to the Board in January.

a. Ownership

SANHS owns a substantial and important body of cultural and heritage material which it has acquired legally over more than a century for its long-term museum collection. This collection, with its associated documentation, has been loaned to Somerset County Council (Collections Loan Agreement (CLA) dated 2 September 2008) and represents about forty five per cent of the Council's museum holdings. Although stored and displayed with SCC's own holdings, and sometimes complementary to them, the SANHS collection is legally separate from and independent of the Council's own acquisitions. 

The Society's museum collection is a charitable asset held long-term in trust for and on behalf of the Society. As such, the Society, as the owner of this collection, has continuing guardianship responsibilities for, and obligations to, its collection.  It is not clear, however, whether there is comprehensive, properly documented, accessible knowledge of the Society’s ownership of its museum collection.  Nor is it certain that the correct arrangements are in place with the Council regarding ownership (including in some cases joint ownership) of the Society’s collection, supported by detailed listings of objects and associated documentation.

The current arrangements stem from a long history of arms length engagement by the Society (not unlike the approach taken to the Library collection) with a resultant confusion over responsibilities. The aim should now be to remedy this situation and place the Society’s collection in public profile as a wholly owned and significant component of the Museum of Somerset which meets national accreditation standards.  Full recognition should be given to SANHS as the originating body for the collection (including where appropriate museum labeling), and the Society’s ownership should be supported by references in the Council’s Collection Management Policy, associated documents and SCC websites.

b. Museum Exhibits Fund

It was the recent allocation approved by the Trustees of £10,000 from the SANHS Museum Exhibits (Restricted) Fund towards the SCC’s purchase of the ‘Frome Hoard’ which led to questioning the whole basis of the Society’s approach to managing its museum collection. This section of the paper considers the specifics of the Museum Exhibits Fund, its precise terms of reference and the legitimacy of this £10,000 transfer. 

There is a strong argument that the restricted nature of the Exhibits Fund, set up to hold insurance compensation for SANHS items stolen from the collection, means that fund moneys may only be used to provide for the SANHS collection and may not be transferred to any other party for any other purpose.  However, as there appear to be no proper terms of reference for the fund and no other appropriate SANHS documentation, it is inevitable that there are ambiguities surrounding the fund’s legitimate purpose. 

In the absence of precise guidance, it has been suggested that the moneys might be used for unspecified 'museum collections', or that the SANHS and SCC museum collection are, for these purposes, one and the same thing.  A further argument has been put forward that under the CLA there exists a 'partnership' between the Society and the Council which justifies the use of this SANHS fund to support purchases for the SCC collection.

The actual position is that, although the Society and the Council may from time to time have presented their relationship as a ‘partnership’ for the purposes of accreditation and bidding for funds, the CLA is, in law, purely a loan agreement.  The distinction and separation between the SANHS and SCC museum collections derive from the basic nature of their separate ownership, as explained in the paragraphs on ‘Ownership’ above.  The argument therefore stands that, in the absence of any other ruling by the Trustees, the Museum Exhibits Fund can only be used for the Society’s own collection.

c. St Mary Redcliffe staircase

There are concerns about the processes and policies involved in the recent disposal of the St Mary Redcliffe staircase which was donated to the Society, loaned to the SCC and installed in the old museum. The Council decided that the staircase was unsuited for the new museum and, as they did not want it in SHC storage, returned it to SANHS.   

Without a SANHS disposal policy, decisions on the future of the staircase could not be based on clear, published criteria forming part of the Society's long-term approved policies. Nor does it seem that there was sufficient consultation with the membership.  This could be a consequence of inadequate processes which: failed to recognise membership roles and responsibilities; denied membership rights to vote in the interests of the charity; relied on inadequate governance structures to manage the relationship between trustees and members; and created barriers to membership involvement in the use, development and disposal of the collection. 

Despite a serious attempt to dispose of the staircase ethically, it is clear that there were inadequacies in the process, including defective record-keeping.  A new Collections Committee, with members not handicapped by problematic museum issues of the recent past, should focus on the development and adoption of appropriate policies.  These would include a Collections Management Policy describing the collection and addressing acquisitions, disposals, and arrangements on final wind-up.

d. A way forward to good governance

There needs first to be an acknowledgment (without any attribution of blame) at the Trustee Board of the longstanding lack of direct involvement which has led to the present informal methods of managing the Society’s museum collection.   The Society then needs to restore proper governance procedures and adequate documentation, compatible with the Arts Council England(ACE)’s accreditation standards and the Society’s obligations to the Charity Commission;  ACE might usefully be involved in this process as an adviser.

To achieve this, the following programme is proposed:

a.           An independent SANHS Collections Committee should be established, accountable to the Board of Trustees, to develop and oversee the Society’s museum collection.  The work of this committee should be carried out by an appropriately informed group and draw on independent professional advice as well as the skills and experience of the Society’s members. It will need to ensure that all record keeping is clear, available and secure. Fundamental to this will be the recovery and drafting of appropriate documentation for managing the collection to meet accreditation standards.  The committee should also address the requirement for any changes to the CLA (which has become moribund through non-implementation) and develop the Society's requirements for the Forward Collection Management Plan (CLA 3(b)) for negotiation with the Council. In due course it may well make sense for all the collections owned by the Society - museum, library and archive - to become the responsibility of this new Committee.

b.           Proper terms of reference for the current Museum Exhibits Fund are required which acknowledge the distinction between the SANHS and SCC museum collections. One approach might be to recognise that this fund, set up to dispose of insurance monies due to SANHS for items lost from its own collection, was established expressly for that purpose and should therefore terminate once disposal of those funds is complete. 

c.            A review of recent allocations into and out of the Exhibits fund should be undertaken. This would determine whether the  £10,000 for the ‘Frome Hoard’ should be considered lost to SANHS but, as an act of good will, treated as committed, or whether it should be claimed back as an illegal transfer, or whether it should be subject to some compromise. The £30,000 allocated to the fund from the sale of the St Mary Redcliffe staircase should also be examined with a view to protecting and enhancing the proceeds through matched-funding to maximise the overall benefit to the collection.

d.           A new Collections Fund - based on paragraphs 6.15 and 6.17 of the Museum Association’s Code of Ethics – should be established with clear terms of reference and appropriate documentation.  This would receive monies from any disposals and be used for the benefit of the Society’s collection or as otherwise directed by its terms of reference.

e.            As recommended by the Museum Association, Trustees should receive training on their ethical and management responsibilities for the Society’s collection, and members should be made aware of this requirement.

f.              A clear Timetable should be established to deal with all these matters and it is suggested this should include a 6 month Preliminary Survey, and a Full Assessment in the year following acceptance of these proposals. Members should be informed of this timetable.

g.           All these proposals should be reported to the General Meeting in Frome on 11 February 2012 and be developed so that recommendations can be made to the 2012 AGM in May. 


The Panel’s Conclusions and Recommendations.  With the successful completion of the Museum of Somerset, the move of the Society’s reserve collection to secure storage in Building 2 at the Somerset Heritage Centre, and the recent formation of the SANHS Museum Collection Panel, a review of the points raised by Dr Nix and his proposals for change is opportune.  Considerable Board time over the past few years has been devoted to the refurbishment of the Castle and the new Museum of Somerset project but, beyond routine matters, little attention could be paid to the management of the museum collection itself while major changes were taking place.

The Panel is aware of earlier advice given to the Board in relation to some of the enquiries made by Dr Nix.  In summary, this advice, contained in a paper by David Dawson and Steve Minnitt dated 11 October 2011, made the following points:

-         It is a matter of great regret that an important part of the Society’s records, including all the files relating to the Museum and the Committees directly involved with its management and supporting information, have unaccountably disappeared.

-         Clear decisions relating to the museum do, however, appear in minutes of the SANHS Council, the Finance and General Purposes Committee and more recently, the Board.

-         The Society’s governance of the collection has always been consistent and transparent, the core principles being agreed and minuted most recently at the SANHS Council meeting of 19 April 2006; these formed the basis for the later Agreement with the SCC.

-         The priorities for the collection set by the SANHS Council to develop, preserve, research, interpret and improve public access were targeted at the successful delivery of the new museum and heritage centre projects; inevitably access to the collections was not possible during this period.

-         The process for the disposal of the St Mary Redcliffe staircase followed the Museums Association collections disposal model.

-         The way ahead should centre on identifying and agreeing improved documentation systems, new forms of (web-based) communication, and new research programmes.

The Panel will be reviewing this advice.  It has carried out a preliminary review of Dr Nix’s proposals, recognized the importance of the issues, and has made the following recommendations to the January meeting of the Board:

a.  Ownership.  It is timely that a clear statement or re-statement of the relationship between the Society and the SCC on the management and ownership of the museum collections is presented to the Board for endorsement.  The Panel should review the current documents and arrangements for dealing with the backlog and make recommendations on how the position is to be improved; the resulting actions should be included in the Forward Collections Management Plan.

b.  Exhibits Fund.  The record of the explicit terms of reference for this fund cannot be located although the Panel believes the terms are implicit in earlier SANHS Council decisions.  The Panel is already engaged in reviewing the evidence and formulating the policy for this fund.  The points raised by Dr Nix should be addressed in this review.

c.  St Mary Redcliffe staircase.  These points, including documentation and process, should be looked at in the context of the review of the Exhibits Fund.  The Panel is aware of a large body of documentation relating to the disposal and will review this in the context of the Museum Association model before taking a view on these arguments and making recommendations.

d.  Way forward to good governance.  There are a number of positive suggestions in this section, dealing as it does with the concerns expressed earlier in the paper.  Some suggestions, such as the establishment of a Collections Committee and the inclusion of Museum matters on the Frome Agenda, are already in hand. The Panel should review Dr Nix’s ideas and make recommendations.

e.   Resources.  The Panel is also concerned that, with only 4 members, it will be hard pressed to progress this timely and necessary review of principles and actions and seeks the assistance of the Board to co-opt appropriate and experienced support.  Of particular concern to the Panel is their ability to give the necessary priority to ensuring completion of the Forward Collections Management Plan which will include some of the issues raised above.

On 26 January the Board noted the Panel’s report and endorsed the actions in hand. A report of progress will be made to the Board in March.

Summary.  The Society now has an impressive selection of its magnificent collection on display in the widely acclaimed new Museum of Somerset.  Our reserve collection is maintained in high quality, secure accommodation in Building 2 at the new Somerset Heritage Centre.  SCC staff are eager to grant access to members and exploit the collection for research. 

A SANHS Museum Collection Panel has been set up to work with the SCC, maintain oversight of our collection, prepare a Forward Collections Management Plan and advise the Board on the overall management of the Society’s collection.  One of the Panel’s first tasks is to review the principles on which the collection is managed and funded.  A report on progress and recommendations for any change will be made to the AGM in May.

G Middleton

Hon Secretary and Acting Secretary Museum Collection Panel

30 January 2012

No comments:

Post a Comment