Geolopical Curator. Vo1.4, No.8, 1987 (for 1986). pp.477-480TOWARDS A COMMON STRATEGY FORGEOLOGICAL DOCUMENTATION: THE M.D.A. VIEWBY D. ANDREW ROBERTSINTRODUCTIONThis paper was presented to the Brighton GCGmeeting, 7 June 1985; it reviews thebackground to the development of acooperative approach to geologydocumentation, the position in mid-1985, andpotential future developments.BACKGROUND TO THE WORK OF THE MDAAND GCGAt the same time as the GCG inaugural meeting(17 May 1974), documentation work by thevoluntary Information Retrieval <strong>Group</strong> of theMuseums Association (IRGMA) and a researchproject at the Sedgwick Museum wasincreasing. The aims of this work includedestablishing uniform standards for museumdocumentation, designing recording cards andinvestigating the potential of computers,using the Sedgwick Museum as a test bed. Thenewly-expanded research team included RichardLight and myself, with my responsibilitiesincluding liaison with outside bodies.The GCG demonstrated an interest indocumentation from the outset. Soon afterits formation, it decided to convene ameeting on 'museum accessioning procedures,specimen documentation and classification',with the aim of forming a working party toproduce a minimum code of practice foraccessionine rteolozical material. BrendaCapstick (Secretary of the MuseumsAssociation) drew IRGMA's attention to themeeting, as a result of which I was invitedto attend. Speakers at that first geologydocumentation meeting on 13 December 1974included Alan Smout (Brighton). mvself(IRGMA), Peter Embrey (IBMNH) aid MichaelBassett (National Museum of Wales). Althoughit did agree to form a documentation workingparty with two subgroups to examinemineralogy/petrology and palaeontology, theactual formation of the working party wasdeferred due to lack of time (Anon 1975a).Meanwhile, IRGMA was on the point of testingdraft record cards; a design for geology hadbeen drawn up by a working party includingJohn Cutbill (Sedgwick Museum), Peter Friend(Sedgwick Museum). Bob King (LeicesterUniversity), Ian Penn (Institute of<strong>Geological</strong> Sciences), David Williams (BMNH)and myself (IRGMA).Soon after the December meeting, IRGMAinvited the GCG to cooperate in a two-dayworkshop on geological cataloguing, which wassubsequently held at Cambridge on 20-21 March1975 (Anon 1975b). It was attended bytwenty-five delegates, and concentrated on adiscussion of the design and use of draftgeology and mineral record cards. T<strong>here</strong> waslittle consideration of the accompanyingbrief instructions or the implications of theneed for strict terminology control, andt<strong>here</strong> was no reference at all to the role ofthe cards as just one component of an overalldocumentation system, including collectionsmanagement.These draft specimen record cards were thentested and revised during 1975, finally beingpublished in Jandary 1976. The currentversions supplied by the MDA are identical tothe 1976 print: well over 300,000 have nowbeen distributed to perhaps 100 museums,including 15,000 in the last year.In September 1975 a further meeting was heldin Sheffield, organised by the GCG incooperation with the Nature ConservancyCouncil (NCC) and IRGMA, to examine theproblem of site documentation. Speakersincluded representatives of the NCC. MickStanley (then at Derby City Museum), MikeJcnes (Leicester) and myself. The second dayconsisted of a discussion and revision of adraft MDA geology locality record card. Theplan to establish a National Scheme for<strong>Geological</strong> Site Documentation was alsoimplemented, with Mike Jones and John Cooperbeing instrumental in establishing a list ofrecording centres. Details of the schemewere given in a GCG special publication(August 19761, including examples of recordcards and computer catalogues and indexes.The agreed field and site record cards andinstructions were then issued in June 1977.The Museum Documentation Association (MDA)was formed in 1977 to provide nationalcoordination for the development ofdocumentation, maintaining an overalldocumentation system including datastandards, record cards, proceduralguidelines, etc. By 1985, the MDA had builtup to a unit with ten staff (compared withfour in 19171, supported by subscriptionsfrom members, income from services andspecific research grants. Advisory supportnow includes visits, seminars, liaisonbetween museums, maintaining systems anddeveloping new publications. Servicesinclude a wide and diversified range ofpublications; a computer bureau, nowresponsible for over 250,000 records fromover twenty museums (with geology projectsincluding processing palaeontology, mineraland rock records for the Ulster Museum,Belfast: . Tvne " and Wear Countv MuseumService; Hunterian Museum, Glasgow;Wiltshire Librarv and Museum Service; KentCounty ~useum'service; and the RoyalScottish Museum, Edinburgh); and the supportof computer packages such as GOS, an objectapplication of which is used by the bureau.and a locality application of which has been
designed in cooperation with DerbyshireMuseum Service for processing the county siterecords, including those for geology sites.The original specimen and locality cardsreferred to earlier are still available: theoriginal instructions underwent a revision in1980; procedural guidelines for all types ofcollection have he& developed since then(e.g. Museum Documentation Association 1981).Reference should also be made to the<strong>Geological</strong> Record Centre handbook which waspublished by the MDA on behalf of the GCGThe instructions designed to accompany eachrecord card were intended as a startingpoint, with users being encouraged to developtheir own detailed applications as a specificset of so-called internal conventions. TheHunterian Museum and Tyne and Wear CountyMuseum Service were brave enough to publishthe results of these internal discussions asthey affected geology recording (McInnes1978; Pettigrew and Holden 1978). Thelatter have since been updated.Interest in common documentation standardswas rekindled in June 1980 when the GCGconvened a further meeting at the IGS inLeeds. Soecific contributions coveredproblems in documenting palaeontological,mineralogical and petrological material,collectio< research work and sitedocumentation (Roberts 1980). Although themeeting concentrated on a series ofindividual presentations, t<strong>here</strong> wasconsiderable concern about the lack ofuniform terminologies and a correspondingwillingness to accept proposals forstandardisation.Partly in response to this meeting, the MDAand GCG then called individual sessions onmineralogical terminology (November 1980 atBMNH) and the use of the geology record card(June 1981 at BMNH) (Roberts 1981a, b). Themineral meeting included a useful discussionof the relevant data categories andterminology, based on a paper prepared byPhilip Doughty. The geology meeting tendedto concentrate more on users' experience inapplying the MDA geology card. Both meetingsresulted in significant proposals to improvethe record cards and a stress on theimportance of more specific agreed recordingconventions.It was assumed that the MDA would then take alead in revising the cards and developing new,more detailed instructions, but in practiceother urgent projects intervened and t<strong>here</strong>was no opportunity to make progress. It ispossible that the lack of activity wasfortuitous. since t<strong>here</strong> has been aconsiderable change in attitude towardsdocumentation in the intervening years. TheMDA is certainly much more aware of theimportance of an overall approach, with acatalogue record being just one of thecomponents of a full documentation svstem.covering the collections management andcuration of enquiries, acquisitions and loansfrom the time a specimen first comes into themuseum through all aspects of its subsequent~rocessing. The broadening of remit isillust~ate(~ by n~anunls suchas Prnctical\Iusoua l)ocu~nur~tarion (YDA 1981) and the majornew report commissioned by the OAL, Planningthe documentation of museum collections(Roberts 1985). It is also shown by thedesign of recording forms for controllingincoming specimens, the transfer of ownershipand any loans of specimens out of the museum.T<strong>here</strong> has also been a growth in the use ofcomputer systems, with a number of museumsnow processing records through the MDAbureau, or - like Brighton, Leicester and theSedrrwick. Hancoclr and Manchester Universitvmuseums - adopting local facilities. Theavailability of effective microcomputers islikely to accelerate the trend towards thecomputerisation of at least some aspects ofthe museum's documentation procedures.One area which the MDA bureau hasconcentrated on is the development of systemsand expertise able to take data fromdifferent museums using different types ofcomputer with different programs, and to readand then massage this data into a uniformstyle. We aim to be able to take data from awide range of individual systems, insert itinto the data structure we have developed,and from this produce cooperative cataloguesand indexes. The problem in such acooperative exercise comes when you look atthe data itself and compare the syntax andterminology control conventions which museumshave already adopted. The rationalisation ofthese differences would require significanteffort and intellectual intervention, but itwould still be possible.COOPERATIVE PALAEO-CATALOGUE AND INDEXESAs an exercise, we took around fifty recordsfrom six of the current palaeontologyprojects dealt with by the bureau andproduced a set of catalogues/indexes. Theprojects were from:Ulster Museum, Belfast (BELUM)Kent County Museum Service (KENTM)Royal Scottish Museum (RSM)Trowbridge Museum (Wiltshire MuseumService) (TRWBM)Tyne and Wear County Museum Service(general and Old Collection) (TWCMS)The average size of the records in theseindividual projects ranged from 173 to 445data characters:173 Kent310 Ulster Museum340 Tyne and Wear (general)363 Royal Scottish Museum384 Trowbridge Museum445 Tyne and Wear (Old Collection)Despite differences in recording style andstrategy in the catalogue records from theindividual projects (see Table l), a set ofcumulative indexes were produced successfully.
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