NORTH LANARKSHIRE COUNCIL6

REPORT AGENDA RM No............To: ALEOS AND EXTERNAL BODIES Subject: MUSEUMS & HERITAGE SERVICE

MONITORING COMMITTEE COLLECTIONS DEVELOPMENT

_POLICY & STRATEGIC PLAN

From: HEAD OF EDUCATION (SKILLS, LIFELONGLEARNING& YOUTH EMPLOYMENT

Date: 1 AUGUST 2016 Ref: LMcM/EW

1.0 INTRODUCTION

The purpose of this report is to seek approval for the Museums & Heritage Service CollectionsDevelopment Policy 2016−2021 and Service Strategic Plan 2016−2019 as approved by the CultureNLLimited Board. These policies have been prepared for consideration by the Council in accordancewith Museums Galleries Scotland requirements for national accreditation standard.

2.0 BACKGROUND

2.1 Accreditation

Accreditation is a set of national standards for UK museums. CultureNL's application foraccreditation is now due for renewal. In order to meet the standards for accreditation the curatorialteam has produced policies and plans covering thefollowing:−how

the service cares for and documents the collections;how they are governed and managed; andthe information and services offered to users.

Also a requirement for accreditation is the production and publication of a museums and heritagestrategic plan.

2.0 CONSIDERATIONS

The following policy and plan have been drawn up by the curatorial team at Culture NL for approvalby North LanarkshireCouncil:−•

Collections Development Policy; and• Museums & Heritage Strategic Plan.

Copies of the above policy and the development plan are included in Appendices 1 and 2.

3.0 RECOMMENDATIONS

The ALEOs and External Bodies Monitoring Committee is requestedto:−(i)

Consider the Museums & Heritage Service Collections Development Policy and StrategicPlan as prepared and recommended by CultureNL Limited in order to achieve accreditationfor the collections, as attached in Appendix 1 and 2; and

(ii) Recommend approval of the policy and plan to the Policy and Resources Committee.

C7 P(4h4iS.

Lizanne McMurrichHead of Education (Skills, Lifelong Learning & Youth Employment)

Members wishing further information should contact:Lizanne McMurrich, Head of Education (Skills, Lifelong Learning & Youth Employment) on 01236 812279 ore−mail: mcmurrichl(northlan.qov.uk.

cultureML

Museums & Heritage ServiceCollections Development Policy

2016−2021

Contents

1. Document History & Review

2. Introduction

3. Relationship to Other Relevant Policies/Plans

4. History of the Collections

S. An Overview of Current Collections

6. Themes and Priorities for Future Collecting

7. Themes and Priorities for Rationalisation and Disposal

8. Legal and Ethical Framework for Acquisition and Disposal of Items

9. Collecting Policies of Other Museums

10. Archival Holdings

11. Acquisition

12. Human Remains

13. Biological and Geological Material

14. Archaeological Material

15. Exceptions

16. Spoilation

17. The Repatriation and Restitution of Objects and Human Remains

18. Disposal Procedures

Appendix One

North Lanarkshire Archives Collection Policy

Appendix Two

North Lanarkshire Archives Appraisal Policy Statement & Procedure

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1. Document History & Review

Name of Museum:

North Lanarkshire Museums and Heritage Service which comprises of:

Summerlee Museum of Scottish Industrial Life

North Lanarkshire Heritage Centre

Cumbernauld Museum

Colzium Museum

Kilsyth Heritage Centre

Shotts Heritage Centre

Airdrie Collection

North Lanarkshire Archives

Name of Governing Body: CultureNL

Date on which this policy was approved by governing body: 25th July 2016

Policy review procedure: The policy will be published and reviewed from time to time, at least once

every five years.

Date at which this policy is due for review: 2021

This policy is subject to review and renewal 5 years after receiving formal approval. Any changes will

be subject to the approval of the CultureNL Board and North Lanarkshire Council. Arts Council

England and Museums Galleries Scotland will be informed of any changes and the implications of

any such changes. This policy follows the template developed by Arts Council England, issued in

July 2014.

2. Introduction

A formally approved Collections Development Policy is a requirement of the Accreditation Scheme

for Museums and Galleries in the United Kingdom. The policy helps to shape the museums and

heritage collections by guiding acquisition and disposal. It is led by the purpose of the service and

provides the basis for the development of the collections.

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This policy regulates the acquisition and disposal of items by North Lanarkshire Museums & Heritage

Service In respect of those collections CultureNL manages on behalf of North Lanarkshire Council. It

supersedes North Lanarkshire Council Museums Acquisition and Disposal Policy 2010−2015.

CultureNL was established on 1st April 2013 and a Collections Agreement defining the ownership

and management of the Council's collections was reached as part of the Transfer Agreement. Under

this Agreement, CultureNL seeks approval for collections development policies from North

Lanarkshire Council, the owner of the collections covered by the present policy.

3. Relationship to the Other Relevant Policies/Plans of the Organisation

3.1 Statement of purpose: 'The Museums and Heritage Service exists to preserve and interpret the

social and industrial history of North Lanarkshire. Through displaying collections of local and national

importance it is hoped to add to the enjoyment, knowledge and understanding of present and future

generations.'

3.2 The governing body will ensure that both acquisition and disposal are carried out openly and

with transparency.

3.3 By definition, the museums and heritage service has a longterm purpose and holds collections

in trust for the benefit of the public in relation to its stated objectives. The governing body therefore

accepts the principle that sound curatorial reasons must be established before consideration is given

to any acquisition to the collection, or the disposal of any items in the museums' collections.

3.4 Acquisitions outside the current stated policy will only be made in exceptional circumstances.

3.5 The museums and heritage service recognises its responsibility, when acquiring additions to its

collections, to ensure that care of collections, documentation arrangements and the use of

collections will meet the requirements of the Museum Accreditation Standard. This includes using

SPECTRUM primary procedures for museum collections management. It will take into account

limitations on collecting imposed by such factors as staffing, storage and care of collection

arrangements.

3.6 The museums and heritage service will undertake due diligence and make every effort not to

acquire, whether by purchase, gift, bequest or exchange, any object or specimen unless the

governing body or responsible officer is satisfied that the museum can acquire a valid title to the

item in question.

3.7 The museums and heritage service will not undertake disposal motivated by financial reasons.

3.8 The North Lanarkshire Archives Collection Policy forms an integral part of North Lanarkshire

Council's Museums and Heritage Service's Collections Development Policy and should be read in

conjunction with that policy.

4. History of the Collections

4.1 The collections, owned by North Lanarkshire Council were, prior to local government

reorganisation in 1996, held by four separate museum bodies. Monklands District Council (originally

Airdrie Museum which opened in 1896), Cumbernauld & l<ilsyth District's collection which begun in

1975, while Motherwell District and Summerlee Heritage Trust were both established in 1986−87.

Material culture was collected to reflect the social and industrial history of the area. In the case of

Summerlee Museum it focussed on heavy industry and collected throughout West Central Scotland.

Professor John Hume was a major influence on the formation of the collection. He was responsible

for advising on major acquisitions such as the Gibb and Hogg locomotive and the machine tool

collection. The archives collections were initially brought together from collections existing in

various District Councils and the Cumbernauld Development Corporation as well as from transfers

from the former regional archives (Strathclyde (now Glasgow City) and Central (now Stirling). The

archive collections have been added to from within North Lanarkshire Council as well as from private

donors.

4.2 Recent key acquisitions include ephemera relating to World War One, a set of Royal Navy

uniforms worn in recent campaigns in Iraq and Afghanistan, an original ledger from the Summerlee

Iron Works, artefacts from Bedlay Colliery, archives and artefacts from local Soroptimist

International branches. Rationalisation has also been an important part of developing the collection

in the past few years. Key disposals include the transfer of a Bentley motor car to the Myreton

Motor Museum, a Glasgow High Court witness box to Glasgow Museums, a range of domestic items

the Milford House Collection in County Armagh, a Leamington and Warwick horse tram to Beamish

Museum and a Jake Harvey sculpture to Scottish Borders Council.

5. An Overview of Current Collections

5.1 There are over 80,000 items in the collection, with over 10,000 relating to industrial history,

20,000 covering social history, 5,000 relating to ethnography, art, natural history, geology and

archaeology and 46,000 archive files and items. The Museums & Heritage Service also has a

handling collection for use by the Learning and Access team for workshops, reminiscence sessions

etc. and a set dressing collection of domestic objects used in open displays, for example the

Summerlee miners' cottages. These collections are not accessioned as they are duplicative, in poor

condition and/or have no object history. Since their condition will also deteriorate over time due to

handling and use it is not appropriate to accession them into the permanent collections.

5.2 Areas of strength in the collection include the industrial history material relating to the coal, iron,

steel and engineering industries, along with their associated social history and archival collections,

all of which was awarded Recognition status in 2009. The cinematography collection is another area

of strength. It is Scotland's foremost cinema collection, comprising over 1,500 objects ranging from

industrial cameras and projectors to a cinema organ, furnishings, uniforms, ephemera and home

cine equipment. The banner collection is also of significance, with rare and important examples from

the 191h Reform movement, friendly societies and trade unions.

5.3 The collections meet the statement of purpose and key aims of the service. Together they reflect

the industrial history of the area and the social life of those communities. The Museums and

Heritage Service ensures the full ranges of its collections are on display to allow the public to learn

about the collection and the history of the area. A programme of temporary exhibitions, changing

permanent exhibits, learning programmes, special events and special projects all provide visitors

with opportunities to engage with the collections. The archives collections are made available to the

public in our public search room and there is public access to the museum collections in store by

appointment.

5.4 The collections owned by North Lanarkshire Council can be divided by both subject area and

individual museum. Every effort will be made to ensure that collections remain within the

geographical area to which they relate, however their location within the museum stores and

displays will be governed by their conservation needs.

5.4.1 North Lanarkshire Heritage Centre, Motherwell

The collections can be subdivided as follows:

Archaeology

There is very little archaeological material in the collection, items relate to Roman archaeology and

some medieval finds.

Applied Art

The collection includes civic material, a small amount of Cleland Pottery, glass and silverware

relating to local groups and societies.

Fine art

This small collection comprises of 19th century to late twentieth century small−scale prints and

paintings by modern and contemporary Scottish artists such as Bet Low, Jim Pattison and George

Wylie. The collection also includes work by local artists Roy and Dan Ferguson. There is also a small

collection of civic painting featuring former Provosts and other dignitaries.

Numismatics

The collection comprises a small collection of miscellaneous coins from the Victorian and Edwardian

periods.

Ethnography

There is currently no ethnographic material in the collection.

Natural History and Geology

There are no collections in this category.

Social History

The social history collections relate to the communities involved with iron and steel, coal and

mineral extraction, engineering and associated industries, principally covering late 19th century to

mid 201h century, and relate to the following main areas:

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1. Domestic life−housing, furnishings, cleaning, cooking, wellbeing, and hobbies and pastimes.

2. Community life−local and cultural traditions, organisations, law and order, education,

entertainment and sport and the two World Wars.

3. Personal life−certificates, documents souvenirs and memorials, male and female costume, and

personal artefacts.

4. Working life−manufacturing transport and distribution.

5.4.2 The Airdrie Collection

The collections relating to the town and area of Airdrie can be subdivided as follows:

Archaeology

This collection includes local prehistoric material, Roman pottery and artefacts. And miscellaneous

medieval /Middle Eastern material.

Applied Art

There is a small amount of pewter material, glass and ceramics relating to local churches.

Fine Art

The collection includes a large number of civic dignitaries, prominent local figures and landscapes.

Numismatics

A small number of Roman coins, and tokens from churches and local works.

Ethnography

A large collection of African, Polynesian and East Asian material from the Victorian period.

Natural History and Geology

A small natural history collection exists and a substantial geology collection of fossils and gemstones

as well as other material.

Social History

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The social history collections relate to the community's involvement with the weaving and coal

industries and cover the following main areas:

1. Domestic life−food and household items.

2. Community life− local groups and societies, law and order and burgh material. There are also

some early firearms and edged weapons.

3. Personal life− certificates, documents and a costume collection, which includes friendly society,

military and civilian clothing.

4. Working life−costume, artefacts and ephemera relating to the weaving industry, including

handlooms, together with a full range of appropriate tools, and a midC191h steam engine.

5.4.3 Summerlee Museum of Scottish Industrial Life, Coatbridge

Archaeology

The bulk of the museum archaeological collection originates from the site of the former Summerlee

Iron Works on which the museum is situated. Most items are industrial and arise from the early

19th century to mid 20th century.

Applied Art

The collection of applied art is small and includes pottery, glass, silverware, horology.

Fine Art

This section of the collection is very small and contains paintings, drawings and prints. Almost all the

works have strong associations with the Monklands District, being historical views, portraits of local

people or works illustrating aspects of daily life. The exceptions are three works by Ken Currie,

which depict industrial workers.

Numismatics

The collection includes a small number of Medals, Scottish Trade Tokens, Miners Tallies and coins of

the realm.

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Ethnography

There is very little ethnographical material in the collection.

Natural History/Geology

The collection includes examples of coal and other materials. There are no mounted or preserved

specimens.

Social History

The social history collection relates mainly to the communities involved with iron and steel, coal and

mineral extraction and engineering and associated industries and covers the following main areas:

1, Domestic Life − household items (including furniture), items associated with food, drink, and

tobacco. Leisure time items (hobbies, sports etc).

2. Community Life − local and cultural traditions (including religious beliefs), guilds, trade unions,

friendly societies, political groups, the Co−operative movement, law enforcement, health,

welfare, education, housing, sanitation, and wartime life.

3. Personall Items − including items of costume (mainly female and child) textiles.

4. Working Life − industrial costume, hand tools, service industry items, retail trade, domestic,

catering, communications.

Buildings

As resources have allowed the museum has acquired buildings and architectural fragments

significant to the industrial history of North Lanarkshire.

Large Industrial Collections

The museum has a large collection of industrial material ranging from large individual plant to small

hand tools. The collection covers the main industries of Scotland with an emphasis on iron, steel,

coal and engineering. Highlights of the collection include the Cardowan Winding Engine, Spade Forge

and Gibb & Hogg Locomotive.

Transport

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Throughout Summerlee's 27 acre site a road, rail tram network has been developed. Summerlee has

a tramway system with a 1908 Lanarkshire double decker tram and no.1017, a 1904 single decker

tram in operation.

5.4.4 Cumbernauld Museum

Fine Art

The collections consist of mainly minor Scottish artists, a sizeable collection by the local artist, Alex

Gibson, and an increasing amount of contemporary local work.

Applied Art

The collection is relatively small, restricted to civic material, a small amount of silverware relating to

local groups and societies.

Archaeology

The collections consist of medieval material from departmental excavations, with much smaller

quantities of roman and pre−historic material.

Social History

These collections cover the bulk of the collection and are wide ranging in most aspects of social

history.

1. Domestic life− housing, food implements.

2. Community life−local and cultural traditions, law and order and Burgh material.

3. Personal life−costume, souvenirs and memorials.

4. Working life−small agricultural collection and a few mining objects.

Numismatics

Very small collection covering Roman, medieval and contemporary coinage, plus trade tokens etc.

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Natural History/Geology

Collections consist mainly of groups of material collected by rock and fossil collectors, plus a few

local specimens.

Ethnography

Very small collection of objects, mainly from Africa, but with no particular theme.

6. Themes and Priorities for Future Collecting

6.1 Industrial History

Collecting will be restricted to material with a strong local provenance however collecting will cover

the West of Scotland for the iron, steel and engineering industries in order to reflect the strengths of

the existing collection. Acquisitions will focus in the areas of working costume, heavy industry, trade

union material and collections which represent the changing economic base of the area from the

1970s onwards for example, priority will be made to the distribution industry, vocational training

and re−training.

6.2 Fine Art

Fine art will continue to be collected where it:

• Provides a visual documentation of the area.

• Are works by artists having an association with North Lanarkshire

• Illustrates the traditional and contemporary industries and social life of the area.

• Illustrates the development and decline of the characteristic industries of the West of

Scotland.

6.3 Applied Art

Future collecting will be restricted to material with a strong local provenance or commissioned

pieces

6.4 Numismatics

Future collecting will be restricted to material with a strong local provenance.

6.5 Ethnographical

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Material will be acquired where it relates to the local area, local ethnic groups or to settlement

overseas by people of local origin. A priority will be made to reflect ethic groups who have settled in

North Lanarkshire from the 1970s onwards.

6.6 Natural History and Geology

The development of the geological and natural history collection will be restricted to local material

and to those specimens, which contribute to the interpretation of the history of coal and mineral

extraction, and to the manufacture of iron and steel in the area.

6.7 Social History

A policy of active collecting will be adopted in order to fill existing gaps in the collection and to

develop a collection that will reflect the domestic, cultural and social lives of the people in the area,

particularly from the 1960s onwards. This will include attempting to represent a broadercross−section

of the diverse communities living in North Lanarkshire, e.g. new wave immigrants, refugees

and LGBTQI communities.

6.8 Transport

The museum service will continue to collect and restore to working condition important transport

Items.

6.9 Archaeology

Collecting will be restricted to local finds, particularly relating to the Roman presence in the area and

the area's medieval history. Future industrial archaeological acquisitions will include finds from

properly conducted archaeological excavations of Summerlee Ironworks and the acquisition of other

local industrial items for comparative study.

7. Themes and Priorities for Rationailsation and Disposal

7.1 The museums service recognises that the principle on which priorities for rationalisation and

disposal are determined will be through a formal review process that identifies which collections

are included and excluded from the review. The outcome of review and any subsequent

rationalisation will not reduce the quality or significance of the collection and will result in a more

usable, well managed collection.

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7.2 The procedures will meet professional standards. The process will be documented, open and

transparent. There will be clear communication with key stakeholders about the outcomes and

process.

7.3 The service's approach to rationalisation is guided by the principle that collections must be well

managed and sustainable. There is a strong presumption in favour of retention of items within the

public domain. Sometimes disposal can improve access to, or the use, care or context of items or

collections. Responsible, curatorially−motivated disposal takes place as part of the long−term

collections policy, in order to increase public benefit derived from the collection.

7.4 Priorities for rationalisation and disposal will focus on:

7.4.1 Removal from the collections of any item which is too badly damaged or deteriorated to be of

any further use for the purposes of the service.

7.4.2 Removal of duplicate or unprovenanced material of low intrinsic relevance to the Collections

Development Policy.

7.4.3 Transferral to a body better able to provide access to, use, enjoyment and care of an item.

7.4.4 Removal of any item which, on the basis of professional advice, is an immediate and

substantial health and safety risk to staff and/or public.

7.4.5 Removal of an item that falls outside the service's collecting policy.

7.5 Areas of the collection which are being considered for rationalisation are domestic objects and

costumes within the social history collections, as these are heavily duplicated in many cases and a

number of items fall outwith the scope of our current collecting policy. The cinematography

collection also requires rationalisation.

8. Legal and Ethical Framework for Acquisition and Disposal of Items

8.1 The museums and heritage service recognises its responsibility to work within the parameters of

the Museum Association Code of Ethics when considering acquisition and disposal.

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9. Collecting Policies of Other Museums

9.1 The museums service will take account of the collecting policies of other museums and other

organisations collecting in the same or related areas or subject fields. It will consult with these

organisations where conflicts of interest may arise or to define areas of specialism, in order to

avoid unnecessary duplication and waste of resources.

9.2 Specific reference is made to the following museum (5):

Museums within South Lanarkshire Leisure & Culture Museums Service, Glasgow Museums/Culture

& Sport Glasgow, East Dunbartonshire Museums Service and Falkirk Community Trust Museums &

Archives and in the case of industrial material, all other appropriate industry based museums and

archives (National Mining Museum, Scottish Maritime Museum, Glasgow University Archives).

10. Archival Holdings

Archive collections comprise over 250 collections of historical records of North Lanarkshire Council

and its predecessors as well as private records of historical or research interest and photographs

relating to North Lanarkshire. A few highlights include:

The Papers of the Carrick−Buchanan family, Drumpellier (GB 1778/Ui)

These papers, spanning the period from 1560 to 1961, are a fascinating mixture of correspondence,

title deeds, personal papers of the Carrick Buchanan family, old maps, photographs, and legal

papers.

The estate covered most of what is now the western half of Coatbridge, large tracts of Shotts Parish,

most of northern New Monkland Parish, as well as vast acreage's further afield.

The Archives of the Etna Iron and Steel Co (GB 1778/U U4)

A significant Motherwell Engineering Firm, whose records run from 1894 to 1974.

The Cumbernauld Estate Papers (GB 1778/U7)

A smaller Estate collection, these papers were deposited by the Burns Family with the CDC in 1977.

The most important part of this archive, are the maps and plans, which include the oldest known

drawings of much of what is now Cumbernauld.

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Wishaw Co−operative Society (GB 1778/1115)

A fascinating collection of papers, including printed books and the records of the society from 1889

to 1973.

Airdrie Weavers' Society (GB 1778/U19)

One of the collections most frequently referred to by historical researchers and family historians.

Restored archives dating back to 1759.

The Hamilton of Daiziel Muniments (GB 1778/U21)

This archive is of genuine national importance, tracing the growth of a family intimately involved in

affairs of state from the sixteenth to the present century. The Scottish Record Office originally

listed it some years ago.

Records of the Cumbernaulci Development Corporation (GB 1778/UT)

This vast collection charts the development of Cumbernauld New Town from its acquisition to its

windup. It includes title deed dating back to the 16th century as well as records documenting the

planning, building, settling and marketing of the New Town.

Archives are subject to additional collecting guidelines (see Appendix One).

11. Acquisition

11.1 The policy for agreeing acquisition is:

Under the Collections Agreement CultureNL has delegated authority to acquire items for the

collections of North Lanarkshire Council. The Chief Executive as the senior manager, will normally

have delegated authority and responsibility for the acceptance or rejection of potential gifts or

bequests to the service, for soliciting gifts of material for the collections within the terms of this

policy, and for making recommendations and taking action on the purchase of material in

accordance with this Policy. Actual collecting activity will be undertaken by curatorial and archival

staff.

11.2 The museums service will not acquire any object or specimen unless it is satisfied that the

object or specimen has not been acquired in, or exported from, its country of origin (or any

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intermediate country in which it may have been legally owned) in violation of that country's laws.

(For the purposes of this paragraph 'country of origin' includes the United Kingdom).

11.3 In accordance with the provisions of the UNESCO 1970 Convention on the Means of

Prohibiting and Preventing the Illicit Import, Export and Transfer of Ownership of Cultural

Property, which the UK ratified with effect from November 12002, the museum service will reject

any items that have been illicitly traded. The governing body will be guided by the national

guidance on the responsible acquisition of cultural property issued by the Department for Culture,

Media and Sport in 2005.

12. Human Remains

12.1 As the museum service holds or intends to acquire human remains from any period, it will

follow the guidelines in the 'Guidance for the Care of Human Remains in Scottish Museums' issued

by Museums Galleries Scotland in 2011.

13. Biological and Geological Material

13.1 So far as biological and geological material Is concerned, the museums service will not acquire

by any direct or indirect means any specimen that has been collected, sold or otherwise

transferred in contravention of any national or international wildlife protection or natural history

conservation law or treaty of the United Kingdom or any other country, except with the express

consent of an appropriate outside authority.

14. Archaeological Material

14.1 The museums service will not acquire archaeological material (including excavated ceramics) in

any case where the governing body or responsible officer has any suspicion that the circumstances

of their recovery involved a failure to follow the appropriate legal procedures.

14.2 In Scotland, under the laws of bona vacantia including Treasure Trove, the Crown has the title

to all ownerless objects including antiquities, although such material as human remains and

environmental samples are not covered by the law on bona vacantia. Scottish material of chance

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finds and excavation assemblages are offered to museums through the treasure trove process and

cannot therefore be legally acquired by means other than by allocation to the museum by the

Crown. However where the Crown has chosen to forego its title to a portable antiquity or excavation

assemblage, a Curator or other responsible person acting on behalf of the (name of the governing

body), can establish that valid title to the item in question has been acquired by ensuring that a

certificate of 'No Claim' has been issued on behalf of the Crown.

15. Exceptions

15.1 Any exceptions to the above clauses will only be because the museum service is:

acting as an externally approved repository of last resort for material of local (UK) origin

acting with the permission of authorities with the requisite jurisdiction in the country of

origin

In these cases the museum service will be open and transparent in the way it makes decisions and

will act only with the express consent of an appropriate outside authority. The museum service will

document when these exceptions occur.

16. Spollatlon

The museum will use the statement of principles 'Spoilation of Works of Art during the Nazi,

Holocaust and World War II period', issued for non−national museums in 1999 by the Museums

and Galleries Commission.

17. The Repatriation and Restitution of Objects and Human Remains

17.1 The museum service's governing body, acting on the advice of the museum's professional staff,

if any, may take a decision to return human remains (unless covered by the "Guidance for the Care

of Human Remains in Scottish Museums" issued by Museums Galleries Scotland in 2011) , objects or

specimens to a country or people of origin. The museum will take such decisions on a case by case

basis; within its legal position and taking into account all ethical implications and available guidance.

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This will mean that the procedures described in 16.1−5 will be followed but the remaining

procedures are not appropriate.

17.2 The disposal of human remains from museums in Scotland will follow the guidelines in the

'Guidance for the Care of Human Remains in Scottish Museum' issued by Museums Galleries

Scotland in 2011.

18. Disposal Procedures

18.1 All disposals will be taken in reference to SPECTRUM Primary Procedures on disposal and the

MA Disposal Toolkit.

18.2 The governing body will confirm that it is legally free to dispose of an item and Agreements on

disposal made with donors will also be taken into account.

18.3 When disposal of a museum object is being considered, the museums service will establish if

it was acquired with the aid of an external funding organisation. In such cases, any conditions

attached to the original grant will be followed. This may include repayment of the original grant

and a proportion of the proceeds if the item is disposed of by sale.

18.4 When disposal is motivated by curatorial reasons the procedures outlined below will be

followed and the method of disposal may be by gift, sale or exchange or as a last resort −destruction.

18.5 The decision to dispose of material from the collections will be taken by the North Lanarkshire

Council only after full consideration of the reasons for disposal. The Trust will not dispose of any

items without prior written consent of the Authority. Factors including the public benefit, the

implications for the museum's collections and collections held by museums and other organisations

collecting the same material or in related fields will be considered. Expert advice will be obtained

and the views of stakeholders such as donors, researchers, local and source communities and others

served by the museum will also be sought. The Trust has the authority under the Collections

Agreement to dispose of an item without recourse to the above process if, on the basis of

professional advice, the item is an immediate and substantial health and safety risk to staff and/or

public when the Trust shall notify the Authority of the circumstances as promptly as possible. Items

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subject to a Charge & Superintendence Agreement or Deposit Agreement, where the Authority is

not entitled to withhold consent, shall nevertheless be notified to the Authority prior to any disposal

under these agreements.

18.6 A decision to dispose of a specimen or object, whether by gift, exchange, sale or destruction (in

the case of an item too badly damaged or deteriorated to be of any use for the purposes of the

collections or for reasons of health and safety), will be the responsibility of the governing body of

the museum acting on the advice of professional curatorial staff, if any, and not of the curator or

manager of the collection acting alone.

18.7 Once a decision to dispose of material in the collection has been taken, priority will be given

to retaining it within the public domain. It will therefore be offered in the first instance, by gift or

sale, directly to other Accredited Museums likely to be interested in its acquisition.

18.8 If the material is not acquired by any Accredited Museums to which it was offered as a gift or

for sale, then the museum community at large will be advised of the intention to dispose of the

material, normally through a notice on the MA's Find an Object web listing, announcement in the

Museums Association's Museums Journal, and in other specialist journals (if appropriate).

18.9 The announcement relating to gift or sale will indicate the number and nature of specimens

or objects involved, and the basis on which the material will be transferred to another institution.

Preference will be given to expressions of interest from other Accredited Museums. A period of at

least two months will be allowed for an interest in acquiring the material to be expressed. At the

end of this period, if no expressions of interest have been received, the museum service may

consider disposing of the material to other interested individuals and organisations giving priority

to organisations in the public domain.

18.10 Any monies received by the museum governing body from the disposal of items will be applied

solely and directly for the benefit of the collections. This normally means the purchase of further

acquisitions. In exceptional cases, improvements relating to the care of collections in order to meet

or exceed Accreditation requirements relating to the risk of damage to and deterioration of the

collections may be justifiable. Any monies received in compensation for the damage, loss or

destruction of items will be applied in the same way. Advice on those cases where the monies are

intended to be used for the care of collections will be sought from Arts Council England/Cymal:

Museums Galleries Scotland.

18

18.11 The proceeds of a sale will be allocated so it can be demonstrated that they are spent in a

manner compatible with the requirements of the Accreditation standard. Money must be restricted

to the long−term sustainability, use and development of the collection.

18.12 Full records will be kept of all decisions on disposals and the items involved and proper

arrangements made for the preservation and/or transfer, as appropriate, of the documentation

relating to the items concerned, including photographic records where practicable in accordance

with SPECTRUM Procedure on deaccession and disposal.

18.13 The nature of disposal by exchange means that the museum service will not necessarily be in a

position to exchange the material with another Accredited museum. The governing body will

therefore ensure that issues relating to accountability and impartiality are carefully considered to

avoid undue influence on its decision making process.

18.13.1 In cases where the governing body wishes for sound curatorial reasons to exchange material

directly with Accredited or non−Accredited museums, with other organisations or with individuals,

the procedures in paragraphs 16.1−5 will apply.

18.13.2 If the exchange is proposed to be made with a specific Accredited museum, other Accredited

museums which collect in the same or related areas will be directly notified of the proposal and their

comments will be requested.

18.13.3 If the exchange is proposed with a non−Accredited museum, with another type of

organisation or with an individual, the museum will place a notice on the MA's Find an Object web

listing service, or make an announcement in the Museums Association's Museums Journal or in

other specialist publications and websites (if appropriate).

18.13.4 Both the notification and announcement must provide information on the number and

nature of the specimens or objects involved both in the museum's collection and those intended to

be acquired in exchange. A period of at least two months must be allowed for comments to be

received. At the end of this period, the governing body must consider the comments before a final

decision on the exchange is made.

19

Disposal by Destruction

18.14 If it is not possible to dispose of an object through transfer or sale, the governing body may

decide to destroy it.

18.15 It is acceptable to destroy material of low intrinsic significance (duplicate mass−produced

articles or common specimens which lack significant provenance) where no alternative method of

disposal can be found.

18.16 Destruction is also an acceptable method of disposal in cases where an object is in extremely

poor condition, has high associated health and safety risks or is part of an approved destructive

testing request identified in an organisation's research policy.

18.17 Where necessary, specialist advice will be sought to establish the appropriate method of

destruction. Health and safety risk assessments will be carried out by trained staff where required.

18.18 The destruction of objects should be witnessed by an appropriate member of the museum

workforce. In circumstances where this is not possible, e.g. the destruction of controlled substances,

a police certificate should be obtained and kept in the relevant object history file.

18.19 For archives collections please also read North Lanarkshire Archive's Appraisal Policy

Statement & Procedure (see Appendix Two)

20

Appendix Two: North Lanarkshire Archives Appraisal Policy Statement & Procedure

Policy Statement

Background

North Lanarkshire Archives (the Archive) exists to collect, preserve and make available to the public

the historical records of North Lanarkshire Council and its predecessors as well as private records of

historical or research interest relating to North Lanarkshire.

The Archive preserves records permanently and has to consider the storage spac,e available.

Therefore the Archive must limit its holdings to records of the highest archival value. The appraisal

process as described below informs this selection process.

This document should be read in conjunction with the Archives Collection Policy and North

Lanarkshire Council's Retention Schedule.

Scope

This document will apply to all records collected by North Lanarkshire Archives whether public, i.e.

the records of North Lanarkshire Council and its predecessor administrations, or private collections

and will cover appraisal at the time of acquisition as well as re−appraisal.

Definition

Appraisal is the process of distinguishing records of continuing value from those of no further value

so that the latter may be disposed of. It is quality control mechanism and is as such a positive and

essential archival activity.

Appraisal can be carried out at the following stages:

• Pre−acquisition, while still current within the creating department.

o Post−acquisition, after the records have been transferred and before they are

catalogued.I

o At a much later stage if the records were not fully appraised at 1) or 2)(re−appraisal).

24

Appendix Two: North Lanarkshire Archives Appraisal Policy Statement & Procedure

Policy Statement

Background

North Lanarkshire Archives (the Archive) exists to collect, preserve and make available to the public

the historical records of North Lanarkshire Council and its predecessors as well as private records of

historical or research interest relating to North Lanarkshire.

The Archive preserves records permanently and has to consider the storage space available.

Therefore the Archive must limit its holdings to records of the highest archival value. The appraisal

process as described below informs this selection process.

This document should be read in conjunction with the Archives Collection Policy and North

Lanarkshire Council's Retention Schedule.

Scope

This document will apply to all records collected by North Lanarkshire Archives whether public, i.e.

the records of North Lanarkshire Council and its predecessor administrations, or private collections

and will cover appraisal at the time of acquisition as well as re−appraisal.

Definition

Appraisal is the process of distinguishing records of continuing value from those of no further value

so that the latter may be disposed of. It is a quality control mechanism and is as such a positive and

essential archival activity.

Appraisal can be carried out at the following stages:

• Pre−acquisition, while still current within the creating department.

• Post−acquisition, after the records have been transferred and before they are

catalogued.

o At a much later stage if the records were not fully appraised at 1) or 2)(re−appraisal).

24

Appendix One: North Lanarkshire Archives Collection Policy

Introduction

This policy forms an integral part of North Lanarkshire Council's Museums and Heritage Service's

Collecting Policy and should be read in conjunction with that policy.

Identity

North Lanarkshire Archives (the Archive), North Lanarkshire Heritage Centre, High Road, Motherwell,

ML1 3HU, North Lanarkshire, Scotland, U.K.

The Archive is administered by CultureNL Ltd, the cultural trust of North Lanarkshire Council. Any

donations will become the property of North Lanarkshire Council.

Authority to Collect

Following local government reorganisation North Lanarkshire Archives was set up in 1996 to fulfil

the Council's obligations in terms of care of records under sections 53 and 54 of the Local

Government etc. (Scotland) Act 1994.

Following the implementation of the Public Records (Scotland) Act 2011 (PR(S)A) the Archive fulfils

the Council's obligation in terms of archive provision under section 1 2(b) (iii) of the PR(S)A and as

outlined in Element 7 of the Model Records Management Plan.

Scope of Policy

Overall policy

North Lanarkshire Archives exists to collect, preserve and make available to the public the historical

records of North Lanarkshire Council and its predecessors as well as private records of historical or

research interest relating to North Lanarkshire.

Records Collected

The Archive will acquire official and private records from within, or relating to, the area of North

Lanarkshire Council.

21

The official records of North Lanarkshire Council and its predecessors in the present area include the

records of the former District Councils, Burghs, Regional Councils, Parochial Boards, Parish Councils,

School Boards, County Councils and Development Corporations.

Private records, which relate to all aspects of North Lanarkshire's past and present, include the

records of individuals, families, estates, businesses, organisations, institutions, clubs and societies

within the district.

Records Not Collected

North Lanarkshire Archives would not normally accept the following types of records:

− Records primarily relating to or arising in areas outside the current boundaries, unless there

were exceptional circumstances and the agreement of any other interested archive

authority had been sought.

− Some local records if they are deemed to be more appropriately held at another repository.

− Records of Church of Scotland and Roman Catholic churches in North Lanarkshire. These

records are held by the National Records of Scotland and the Scottish Catholic Archives

respectively.

− Cine film. These will normally be referred to the Scottish Screen Archive because they

require equipment beyond North Lanarkshire Archives' resources to make them accessible.

− Artefacts unless they have a special relationship with the associated archive collection held.

Artefacts will normally be directed to the appropriate museum on the advice of the

Museums Collections Manager.

Collection Process

Methods of acquisition

Records are acquired by the Archive in the following ways:

1) Transfer −Internal transfer from a Council department, or from another local authority.

2) Gift, bequest or purchase —The records passes outright into the ownership of the Archives.

22

3) Deposit—The records remain in the ownership of an external individual or organisation

while being in the custody of the repository (long−term loan).

Selection and De−accessioning

Material that clearly falls outside the conditions of this Collecting Policy may be de−accessioned. This

would normally mean that the material in question would be transferred to a more suitable

repository, thus ensuring that records are held only in the most suitable repository.

The Archive shall, after consulting the donor or depositor, evaluate and select for destruction or

return those documents deemed not to be worthy of permanent preservation, and the intention

shall be made clear at the time of transfer.

Access

Collections will normally be available for public access without restrictions unless an owner or

depositor wishes to impose − reasonable − restrictions on access. Records may be accepted subject

to those conditions. Access restrictions may also apply because of Data Protection legislation.

The collections held by North Lanarkshire Archives are made accessible through a public access

catalogue. Notice of every new accession and of any restrictions on its access or use will be made

public at the earliest opportunity. Finding aids will be compiled within a reasonable period of time

and copies will be supplied to the owners or depositors and to the National Register of Archives

(Scotland).

The Archive provides a public search room for the consultation of documents which is open to

researchers five days a week. It can be used by anyone who would like to find out more about the

history of North Lanarkshire, whether for leisure, study or work.

Dating & Review

Version Date Author/Reviewer

Version 1.0 24 December 2004 Wiebke Redlich

Version 1.1 31 August 2012, Version 1.1 Wiebke McGhee

Version 2 (CuItureNI Ltd) 27 January 2014 Wiebke McGhee

Version 2.1 10 May 2016 Wiebke McGhee

23

Alms

This policy and procedure seeks

o To ensure the selection of records of the highest archival value, avoiding duplication;

• To inform objective and consistent appraisal decisions, valid over time, for all records of

potential archival value produced by the organisations and individuals whose collections are

held at North Lanarkshire Archives and to document those decisions;

o To provide a framework for the confidential destruction or disposition of duplicate material

and ephemera;

To develop consistent appraisal methodologies for records common to certain types of

organisations.

Procedure

Sphere of activity

Appraisal will be carried out by qualified archival professionals, or by para−professionals under the

supervision of a qualified archivist following the internal appraisal procedures.

Appraisal of new deposits and gifts will in most cases be carried out in two stages, before receipt

into the archives and after receipt during the cataloguing process.

Appraisal Stages

1) Pre−acquisition appraisal

Where possible, collection will be appraised on−site before deposit/gift takes place. This will

generally be undertaken at a 'series' level and will enable staff to identify series or types of records

not worthy of long−term preservation. This pre−acquisition appraisal helps avoid the unnecessary

expense of taking this material into the archives and removing it at a later stage.

Pre−acquisition appraisal will also provide an opportunity to identify and reject collections, or parts

of collections, whose informational value duplicates others already held at the archives or which

contravene the Collection Policy. It is possible that a collection will be rejected in its entirety at this I

stage.

25

In the case of public records deposited the retention schedule will be used to identify any series or

items not considered worthy of long−term preservation.

2) Post−acquisition appraisal

For newly−deposited/given collections, appraisal will generally be carried out during the cataloguing

process on a file by file basis.

The right to appraisal is embedded in our deposit agreement. After appraisal, owners of collections

will be offered a choice between taking back appraised items, or allowing the items to: be sent for

confidential destruction. We will not dispose of any records in our ownership by sale.

3) Re−appraisal

Re−appraisal will often be necessary for larger collections if no or little appraisal was carried out at

the time of acquisition.

Two methods of appraisal will be used for existing collections, depending on their size and

complexity. Smaller collections may be appraised on a file by file basis. Appraisal on a larger scale

will also utilise the file by file method and in some cases this will be supplemented bymacro−appraisal,

i.e. where the value of the records can be assessed at departmental or unit level rather

than at an individual file level.

Appraisal criteria and historical value

Appraisal for archival purposes concentrates largely on the historical value of a record, any value for

current business purposes having been superseded when the collection was deposited in the

archive. Historical value can be broken down into two areas: 'evidential value', the way the record

documents the history, structure and functions of an organisation; and 'informational value', or

value in providing research material on persons, places and subjects.

Records selected for permanent preservation at archives should be those which show the

significance of the functions and activities of organisations. Items of the highest archival value are

those which are most capable of documenting change, continuity and development over time, and

of assisting historical interpretation of such changes.

26

Appraisers should use the following criteria when appraising collections, selecting items which give

significant information regarding:

The history of the organisation or individual, including for institutions their

organisation and procedures

o The formulation of any policies or legislation and, more selectively, its

implementation and interpretation

o Notable events or persons, but only when the records add significantly to what is

already known

o Major events, developments or trends in political, social, legal or economic history,

especially those relevant to North Lanarkshire's migration, urban development

(Cumbernauld), industrial revolution

o Scientific, technological or medical research and development

o Demographic, medical, social, cultural and economic history and historical events

o Geography, including by means of statistical and quantitative research

o Internal or external guidelines which give criteria for specific classes of records

The appraiser may also consider the following:

o Local interest

Appraisers should additionally be aware of potential levels of interest from our mainuser−groups,

and where possible retain material which will add significantly to main topics of

research, such as genealogy and local history.

o Presentation

Apppraisers should consider keeping material which may not exactly conform to any

established criteria, but which does have information which is of interest, or which may be

presented in a lively and engaging way.

o Audience development

In some circumstances material may be suitable for long−term preservation by virtue of its

suitability for audience development and appraisers should also bear this in mind when

appraising ephemeral material.

For the appraisal of homogenous categories of records, such as those produced by similar types of

department or organisation, e.g. schools, or by similar types of activities/functions it is

recommended that generic appraisal guidance will be developed.

27

Duplicates

All routine, ephemeral, or duplicated material should be systematically removed from the collection.

Where possible and practical, all types of records produced by an organisation should be surveyed

during appraisal, in order to track or identify sources of information. This will enable items which

duplicate information to be selected for disposal.

Sampling

Random or other sampling methods should be used pragmatically, with appropriate methodologies

implemented which are applicable to the collection under review.

Where the Retention Schedule states that records should be passed to the Archivist for sampling a

variety of methods may be applied in this process.

Sampling can be carried out in particular when there is a series of uniform or homogeneous records

which cannot be retained in the original or in microform copy.

The following sampling methods, which have to be documented at the time of cataloguing, may be

employed depending on the type of record in question:

1) Keeping typical examples

2) Purpositive sampling; keep items related to selected subjects

3) Systematic sampling

4) Random sampling

5) Mixed systems

Disposal

All disposal decisions made after deposit/gift of a collection should be recorded in the catalogue at

the appropriate level for the material destroyed, including reasons for disposal, e.g. direct duplicate,

duplicate information held elsewhere, not considered worthy of permanent preservation.

De−selected deposited material will be offered back to the depositor unless the depositor cannot be

traced (using the last available contact details the depositor has supplied). On occasion and if

owned by the archives it may be offered to other archive services.

28

All material for disposal by destruction will be dealt with confidentially.

Dating & Review

Version Date Author/Reviewer

Version 0.1 13 January 2016 Wiebke McGhee

Version 0.2 11 May 2016 Wiebke McGhee

29

−NcultureML

Museums & Heritage ServiceStrategic Plan

2016−2019

Contents

1. Introduction

2. Background

3. CultureNL Mission, Vision and Values

4. Museums & Heritage Service Statement of Purpose

5. Local, Regional and National Context

6. Analysis of the Environment

7. Summary Review: Achievements in Previous Plan Period

8. Consultation

9. Museums & Heritage Key Aims

10. Specific Objectives & Action Plan

11. Review

Appendix One

Review of 2014 2016 Strategic Plan

Page

1

1−3

3−4

4

4−8

9−1010−12

12−14

14

15−26

27

28−35

1. Introduction

This plan sets out the strategic framework for the development and management of the Museums &

Heritage Service during 2016−2019. The Service also plays a key part in the delivery of CultureNL's

Business Plan 2016−2019. Both plans allow us to raise awareness of the value of heritage and sets

out the ambitions and priorities which we wish our organisation to achieve. It provides a focus for

our work allowing us to continue to realise our mission to provide inspiring cultural events and

activities which contribute to improving quality of life for everyone who participates.

The last two years saw some outstanding annual achievements including over 200,000 visitors to our

museums. We have seen an increase in both income and external funding secured by the service,

developed our public programmes and have seen increased cross sectional working and new

partnership projects with our CultureNL colleagues and external organisations. Major improvement

projects include the restoration of the horse drawn passenger barge, the Vulcan into an exhibition

and learning space at Summerlee Museum, the restoration of the Compton Cinema Organ and the

creation of a new permanent exhibition space in the Tower of North Lanarkshire Heritage Centre to

showcase the Recognised Collection.

Over the next three years we will build on this success. We will continue to work in partnership,

with a greater emphasis on developing the business and further generate income to create a more

sustainable organisation, whilst also recognising that underpinning this is preserving nationally

significant collections for the public to engage with and enjoy.

Through the plan the service will also seek to make an effective contribution to the six key aims and

objectives of 'Going Further', the National Strategy and to the vision for the sector: 'Scotland's

Museums and Galleries will be ambitious, sustainable and dynamic enterprises: connecting people,

places and collections; inspiring, delighting and creating public value'.

2. Background

A registered Scottish charity and company limited by guarantee, CultureNL began operation on 1

April 2013 and is responsible, on behalf of North Lanarkshire Council, for the management and

development of a wide range of cultural, community and leisure services and facilities across North

Lanarkshire, including museums and heritage, archives and records management, entertainment

venues, community arts, play services, libraries and information, community facilities and catering.

The trust manages the museums and heritage collections on behalf of the owner, North Lanarkshire

Council.

CultureNL is led by a Board of Directors comprising 6 Partner Directors, who are nominated by North

Lanarkshire Council; 5 Independent Directors; a Director nominated from the joint trade unions; and

an employee director elected from within the staff group.

The Museums & Heritage Service is responsible for the management ofSummerlee Museum of

Scottish Industrial Life and North Lanarkshire Heritage Centre, as well as four museums located

within libraries or community facilities in Cumbernauld, I<ilsyth, and Shotts. All of our museums are

fully accredited under the Accreditation Scheme, which sets outs nationally agreed standards and

good practice for museums in the UK.

Summerlee is one of the leading industrial museums in Scotland, attracting over 150,000 visitors per

year. Built on the site of Summerlee Ironworks and on the banks of the Monkland Canal, the

museum setting provides the ideal context to tell the story of the industries that once thrived here

and their importance, nationally and internationally. Summerlee has a strong brand identity, able to

attract a wide visitor base; from nurseries, families and community groups looking to have a fun day

out, to school pupils, university students and specialist interest groups keen to access our collections

and displays as sources of creativity and learning.

North Lanarkshire Heritage Centre attracts an average of 20,000 visitors per year. It is

the home of North Lanarkshire Council's Records, Archives and Local Studies collections as well as

the museum collection relating to the Motherwell and surrounding area. It is a multi−functional

venue situated in the town centre offering a wide range of services: a temporary exhibition space

with a varied programme of in house and touring exhibitions, a permanent exhibition space in the

viewing Tower, local and family history resources and advice, conference room facilities, a learning

space delivering school workshops, as well as family activities and events throughout the year.

In 2009 the museums and archive/local studies collections were awarded Recognition status which

means they are designated as collections of national significance; due to their importance as a

material record of the industrial and social development of Scotland and as one of the most

important centres of heavy industry in Britain.

The industrial history collection covers the main industries of Scotland with an emphasis on iron,

coal, steel and engineering. This is complemented by a collection of prime movers and artefacts

connected with a range of ancillary industries including brickmaking, confectionary manufacture and

printing. The steel industry collection is the finest in Scotland and other significant items include a

unique collection of spade forging and boiler making equipment and a 19th century colliery winding

engine. Also included are the Summerlee Ironworks Site and the Gartsherrie Branch of the

Monkland Canal; both of which are Scheduled Ancient Monuments.

The social history collection comprises of range of artefacts and ephemera that provide a

fascinating insight into Lanarkshire's domestic, community and personal life, Key holdings include

19th century political reform bill and friendly society banners, the most comprehensive cinema

collection in Scotland and a unique collection of personal items representing the various waves of

Scottish immigration, including Irish, Highlander, Italian, Lithuanian and Chinese. These collections

are in addition to archaeology, ethnographic, numismatic, natural history and art collections.

Archives and local studies collections comprise of historical records of North Lanarkshire Council and

its predecessors as well as private records of historical or research interest and photographs relating

to North Lanarkshire.

Four staff teams operate across the service− Curatorial & Exhibitions, Learning & Access, Visitor

Services, and Records, Archives & Local Studies. Working collectively, they deliver high quality visitor

experiences, engaging public programmes and care for historic collections and records.

3. CultureNL Mission, Values & Vision

The Museums & Heritage Service has a key part to play in the delivery of the mission, values and vision of

CultureNL. The CultureNL mission is 'to deliver high quality and inspiring cultural experiences and facilities

which promote and increase participation, meet customer and visitor expectations and improve the quality

of life'.

CultureNL works with the communities of North Lanarkshire and beyondto:−−

Encourage enjoyment and involvement in cultural activity.

− Promote opportunities which are accessible to all.

− Create stronger, more cohesive communities through participation in cultural activities.

− Work in partnership with local and national agencies to promote and widen cultural

experiences.

− Provide welcoming, well maintained venues and community spaces.

− Be a strong, sustainable, successful organisation which is valued by our customers,

communities and supporters.

3

− Maximise resources, value our employees, grow our business and generate income to

further develop the organisation.

CultureNL and its staff embrace the principles of customer focus, integrity, effort, continuous

improvement, adaptability, quality, partnership and collaboration, ingenuity and equality:

4. Museums & Heritage Statement of Purpose

'The Museums and Heritage Service exists to preserve and interpret the social and industrial history

of North Lanarkshire. Through displaying collections of local and national importance it is hoped to

add to the enjoyment, knowledge and understanding of present and future generations.'•

5. Local, Regional and National Context

The plan has been framed within the context of local demographics and council wide priorities as well as

local and national strategies.

North Lanarkshire has the fourth largest population of all Scottish authority areas with

approximately 338,000 residents currently. We are aware from figures provided by The National

Records of Scotland Population Projections that up to 2035 the total population is expected to

increase by 5,570; the number of pre−school and school aged children will fall, as will the working

age population. The number of people of pensionable age is expected to be a key challenge with the

number of people within this group expected to increase by 64%. Life expectancy is significantly

lower in North Lanarkshire than in Scotland as a whole and the mortality rates for all causes and all

ages are significantly worse than the Scottish average.

North Lanarkshire Council's Corporate Plan (2013−18) and the North Lanarkshire Partnership

Community Plan (2013−18) were developed as intertwined strategies that set out key strategic aims

for the Council and its community partners and identify the key actions needed to achieve their

priorities.

The Council's Corporate Plan priority themes are asfollows:−−

health and wellbeing

− lifelong learning

− regeneration

− service and people first

4

The North Lanarkshire Partnership Community Plan priority themesinclude:−−

health and wellbeing

− lifelong learning

− regeneration

− community safety

− developing the partnership

Cross cutting themes in both plansare:−children

and young people

− adult protection

− welfare reform

The work of the Museums & Heritage Service links to all of these priorities, either directly or

indirectly.

The North Lanarkshire Cultural Strategy highlights the importance of the role of culture within North

Lanarkshire and sets out a strategy for developing activity that increases quality, participation and

learning and celebrates cultural heritage. As custodians of significant cultural assets the Museums &

Heritage Service has a key role to play.

There is a clear body of evidence to suggest that taking part in cultural activity has a beneficial

impact on health and wellbeing, playing an important role in preventative health work and

enhancing and supporting the local health and wellbeing agenda. Cultural activities for young people

can have a very positive effect on self−esteem and confidence building, reducing youth offending and

anti−social behaviour, ensuring streets and social spaces are safer places for all.

Cultural and creative activity plays a central role, through A Curriculum for Excellence, in enhancing

traditional teaching methods and resources, engaging with children and young people in a unique

way that may not feel like 'learning' and children and young people are able to engage in new

subjects, skills and activities within a less formal environment.

Regionally and nationally a number of plans and strategies recognise the importance and benefits of

participation in cultural activity including; the Lanarkshire Tourism Action Plan; Creative Scotland's

'Time To Shine − Scotland's Youth Arts Strategy'; Creative Scotland's Corporate Plan 'Unlocking

5 :

Potential Embracing Ambition 2014−24'; 'Going Further' and the Scottish Government's national

strategic and performance framework 'Scotland Performs', amongst others.

Within the museums sector a number of key strategies have been developed. In 2008 the Scottish

Government, in recognising the uncertainty following the financial crisis established a 'Think Tank'

whose role was to work with Government to develop a new Museum's Policy Statement. In its

report published in 2010 it recognised that the sector would have to anticipate a bleaker financial

environment in future while emphasising the vital role museums and galleries play in Scotland's

present and future:

'Collectively, our local, regional and national museums are a national asset of incalculable worth

providing a vast source of knowledge, delight and inspiration for this and for future generations.

More than ever before our collections are essential for education, health and well−being, Ifor

inspiring creativity and talent as well as boosting tourism, economic regeneration and inward

investment.'

It also recognised the important role the sector plays in developing Scottish society:

'They help us not just to discover our identity as individuals but also to define what binds us as

communities and what distinguishes our culture in a local, national and international context. A

vibrant museums and galleries sector can be part of the solution to many of the pressing social and

economic challenges that we face in Scotland today. Museums and galleries contribute greatly and

in many ways to the Scottish Government's stated National Outcomes and the overarching stated

purpose of "creating a more successful country, with opportunities for all o f Scotland to flourish,

through increasing sustainable economic growth".

One of the key issues considered by the Think Tank was the future of Scotland's industrial

collections. The report recognised their importance as national assets and the need for a sustainable

future. It recommended the formation of a federation of industrial museums and in 2011 Industrial

Museums Scotland was established, an association formed from Scotland's ten leading industrial

museums, including Summerlee. A successful partnership, they have worked on a numberof

projects to achieve greater recognition for industrial collections.

On l April 2012, a national strategy for the sector was published by MGS which outlines the

primary aims of the sector as being to:

6

1. Maximise the potential of our collections and culture.

2. Strengthen connections between museums, people and places to inspire greater public

participation, learning and well−being.

3. Empower a diverse workforce to increase their potential for the benefit of the sector and

beyond.

4. Forge a sustainable future for sector organisations and encourage a culture of enterprise

5. Foster a culture of collaboration, innovation and ambition.

6. Develop a global perspective using Scotland's collections and culture.

More recently, Scotland's first Historic Environment Strategy for Scotland, 'Our Place in Time' was

published in March 2014. It underlines the fact that heritage is a part of everyday lives, giving a

sense of place and identity, contributes to social well−being and benefits the economy. These can be

realised through participation, education and tourism. The strategy's 10 year vision for Scotland's

historic environment is that 'it is understood and valued, cared for and protected, enjoyed and

enhanced. It is the heart of a flourishing and sustainable Scotland and will be passed on with pride to

benefit future generations.'

In realising this vision through understanding, protecting and valuing the historic environment, the

strategy adopts the following overarching principles:

• that Scotland's historic environment is important, and that people value it because

it enhances quality of life and economic well−being.

• to be ambitious: do more both to preserve and maintain the historic environment

and to secure the many associated benefits.

• to face the challenges though having a clear view of the best value for money,

through seeing the big picture in relation to issues such as climate change, and

seeking opportunities to work and learn in partnership.

Its outcome is 'to ensure that the cultural, social, environmental and economic value of

Scotland's heritage makes a strong contribution to the well−being of the nation and its

People'.

The 'Industrial Heritage Strategy' for Scotland being developed by Historic Environment Scotland

recognises the importance and relevance of industrial collections today with a vision:

7

'...to highlight the value of Scotland's Industrial Heritage, and to raise awareness of the huge and

innovative contribution made by the people of Scotland to social and economic development acrossthe world. It identifies the many benefits that a sustainable approach to the promotion and

conservation of industrial heritage can deliver. Protecting, recording, and interpreting the tangible

and intangible elements of this heritage will ensure that succeeding generations recognise, value

and continue to benefit from the achievements of one of the world's pioneering industrial nations.'

The strategy concludes that our industrial heritage has the potential to make a still bigger

contribution to the economy, the culture and heritage sectors and to communities across

Scotland.

6. Analysis of the Environment SWOT Analysis

STRENGTHS WEAKNESSES

− Collections − Café at Summerlee

− Staff experience & expertise − No café at North Lanarkshire Heritage Centre

− Popularity of Summerlee in the − Budget cutscommunity − Communication

− Varied programme of exhibitions, − Marketing & publicity − lack of a strategy, lowlearning & events programmes profile, signage

− Free entry − Awareness of exhibits and presence of visitor

− Summerlee site− range of services staff around the siteopportunities eg nature walks, − Website & low usage of social mediaplaypark, canal, steam & trams & − No collections on−lineworking exhibits− unique − Site maintenance, conservation issues

− Summerlee play area − Small venues eg Shotts & Kilsyth (incl lack of

− Summerlee Ironworks site partnership working with library staff)

− Recognition Status − Lack of covered storage for objects at

− Archives & Local Studies services at SummerleeMotherwell & Airdrie − Condition of the large locomotives on

− Family history resources external display at Summerle:e

− Central location of North Lanarkshire − Parochial attitude to the serviceHeritage Centre − Poor Summerlee site security

− Enquiry service − Permanent displays− too static

− Redevelopment of Summerlee

− Photomedia Studio

− Conservation Workshop

− Summerlee cinema organ & teadances

− New displays in NLHC Tower

− New 'Wee Sweetie Shop' atSummerlee

OPPORTUNITIES THREATS− Community support & involvement − Continued NLC funding cuts

− Funding & maintaining relationships − Overstretched resources− money & peoplewith business community − Longterm impact of externalisation eg

− Further partnerships eg loans to introduction of chargesother museums, links with − Lack of priority status of culture byuniversities & colleges government impact eg distribution of funding

− Commercial potential eg weddings, to non−national industrialsphotographic sales, exhibitions, − Car parking charges in North Lanarkshiresponsorship − Increased utility costs

− Linking with local & national − Theft & vandalisminitiatives & events − Loss of Recognition Status

− Networks eg IMS, STICK, GEM − Competition from other museums eg− Volunteer development Riverside

− Centre for industrial conservation inthe workshop

− Tourism

− Apprenticeship opportunities

− Increase digital engagement withcollections

Key Challenges Facing the Service

• How to continue providing a high quality service in the current financial climate; reduction in

revenue budgets.

• How to generate income and grow the business whilst providing opportunities for all

sections of the community to engage with their heritage.

• How to build on our success and improve the offer in order to sustain and increase visitor

numbers with regards providing new attractions and maintaining first class displays; visitors

have high expectations and major improvement projects are dependent on securing external

grant funding.

• How to manage and develop digital collections; with a lack of digital resources accessible to

the public and no collections on−line, the collections are not being exploited to t h i r full

potential.

• How to preserve key industrial objects on external display at Summerlee, including the

locomotives which are vulnerable due to their exposure to the elements; lack of staff and

financial resources.

These key challenges are addressed in the Action Plan.

7. Summary Review: Achievements in Previous Plan Period 2014−2016

The following is a summary review of the achievements of the service during the period of the last

forward plan:

Service Improvements:

o Restoration of the Vulcan canal barge into a new visitor attraction in partnership with

Scottish Waterways, Scottish Canals and local community with a funding package of

£150,000.

• Created a new exhibition space in the Tower of North Lanarkshire Heritage Centre: and

delivered lifelong learning programmes with £40,000 of MGS Recognition funding.

• £25,000 award from MGS enabled major improvements to the Social History Store including

new shelving systems.

• Secured £5,000 MGS funding to conserve key items within the cinema collection for public

engagement.

• Increased access to the collections with a programme of museum store tours and object

loans.

10

o Delivered a successful programme of temporary exhibitions in Summerlee Museum, North

Lanarkshire Heritage Centre and Airdrie Town Hall. A diverse programme, it featured a

combination of museum collection based exhibitions, Lego; a high profile touring exhibition,

as well as art exhibitions showcasing the wealth of local talent.

o Conference rooms at Summerlee and North Lanarkshire Heritage Centre were refurbished to

attract new clients.

Continuous Improvement:

o One of the most important measures of the Museums & Heritage Service's success is its

ability to continue to attract visitors by providing high quality and improving services. During

2014−2016 we attracted over 420,000 visitors to Summerlee and North Lanarkshire

Heritage Centre.

o Achieved 'Accredited' status in 2014.

Partnership Working:

o Contributed to STICK Machine Tools Project to create a website documenting preserved

historic machine tools in Scotland.

o Active members of Industrial Museums Scotland working to increase the profile of industrial

collections.

• Worked with the Faculty of Engineering at Glasgow Caledonian University offering student

placements to study collection items.

• Worked with other services within CultureNL and outside to secure 40k funding for a two

year WWI project.

o Worked with NHS Lanarkshire and NLC social work on a housing project focussing on living in

tower blocks.

o Worked with South Lanarkshire Council partners on aspects of a coal mining project.

o Commenced a 17k partnership project with NHS Lanarkshire working focussing on dementia.

Areas where developments envisaged have not taken place or have been delayed include developing

the Summerlee Ironworks Site, redeveloping the Sawmill, putting the museum and archive

collections on−line and writing visitor guides for Summerlee. This was primarily due to a lack of staff

and financial resources and other service priorities. They have all been included as key objectives in

this new planning cycle.

11

S. Consultation

Methodology

The service carries out consultation in a number of ways:

Comments cards are used for on−going feedback

• Exhibition surveys to evaluate temporary exhibitions

• Evaluation forms for learning programmes & events eg school workshops, outreach activities, Doors

Open Day, annual Steam Fair, store tours

• Consultation and evaluation for specific projects conducted inhouse or by external consultants such

as the WW1 partnership project

o On−line comments via website and social media

All this information is collated and analysed and was used in preparation of the plan. Museum and Heritage

staff and stakeholders were also consulted on the key aims and objectives outlined in the plan. Consultation

focussed on discussions of the key objectives; whether they are appropriate, achievable and sufficiently

forward thinking to enable the organisation to maximise its potential. Staff meetings were held and

questionnaires distributed for those unable to attend.

Analysis

The majority of visitors enjoy in particular the experiential learning opportunities that are available at

Summerlee; the coalmine, cottages and tram rides are the most popular aspects of the museum, along with

the main exhibition hail. Visitors also enjoy the range of exhibits on display with some commenting that it

good to see new attractions and improvements each time they visit. Surveys also highlight the friendly and

knowledgeable staff, popularity of children's activities and the play park. Areas for improvement include:

• better car parking

• café − food range could be improved

• interactives for children

• road signage to the museum

• more information on external exhibits

12

At North Lanarkshire Heritage Centre the majority of respondents greatly enjoy their visit, giving it an

excellent or very good rating. Viewing temporary exhibitions and accessing archives and local studies are the

main reasons for visiting. Visitors would like to see the following improvements:

• multimedia displays in the Tower

• temporary exhibitions about Motherwell and the local area

• play area in the garden

• family history classes

• summer events for families

• coffee bar/ café

• better stocked shop

In general the staff and stakeholders consulted thought the plan was a good account of what the service

should be delivering over the next three years although some staff felt it over ambitious in some areas giving

current resources. All feedback was carefully considered and the plan was redrafted following analysis of

the consultation, including the following suggestions which were incorporated into the final draft:

Aim 1 Objective 5: Complete the reorganisation of the Social and Industrial History Stores for public

access

o Costs may be prohibitive for creating better public access to the Social History Store so

explore another option of a mini open store for both collections by reconfiguring the

workshop. This could be part of the project to create an open store for the steam

vehicles.

o Add in a key action of recording accurate locations of objects in the Industrial History

Store.

Aim 1 Objective 8: Explore the feasibility of the restoration and redevelopment of the blue train atSummerlee

o Options could also include sponsorship by Abellio / reconfigured into a train simulator!

moved next to the tram shed at Summerlee which would locate it near the original

Monklands & Kirkintilloch Railway line.

o Timescales of 2016— 18 may be ambitious and so were revised on the final plan to2017−onwards.

13

Aim 2 Objective 5: Review Temporary Exhibitions programme

o Include as a key action writing up an exhibitions strategy to outline the aims of

temporary exhibitions eg increase collections access, attract families, increase income.

9. Key Aims

The key strategic aims were reviewed as part of the process of developing this new plan. They are

all still relevant in terms of relating to the key activity areas of the service however they were

amended slightly with the addition of one new aim:

o 'improving collections access' and' developing new audiences' were combined into one

aim since both relate to visitor engagement.

o 'providing high quality visitor experiences and public services' was combined with the

business development aim as they inter−related, with the inclusion of 'self−sustaining' to

reflect the increased focus on commercial income generation in the context of efficiency

savings and cost pressures.

o a new aim was included with regards to complying with standards and legislation to

reflect all our work in records management and our commitment to continuous

improvement in developing the service in line with national standards and good practice,

for example Accreditation.

The Museums & Heritage Service's updated key strategic aims are:

1. Ensure the management, development and longterm care of collections.

2. Improve access to and engagement with collections and develop new audiences.

3. Develop the core business of the museums ensuring abroad offer with excellent

customer service that is increasingly self−sustaining.

4. Further develop lifelong learning and community outreach opportunities.

5. Ensure that our services are compliant with all relevant legislation, guidance and

standards.

14

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The Action Plan and Specific Objectives will be reviewed annually and a full review of the Plan will be

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