HomeMy WebLinkAboutCS 03-22 Report to
Executive Committee
Report Number: CS 03-22
Date: February 7, 2022
From: Sarah Douglas-Murray
Director, Community Services
Subject: Pickering Museum Village Policy Update
-CUL 020 Artifact Conservation Policy
-MUS 010 Collections Development and Management Policy
-File: A-1440
Recommendation:
1.That Council endorse CUL 020 Artifact Conservation Policy of the Pickering Museum
Village as set out in Attachment 1 to this report, subject to minor revisions acceptable to
the Director Community Services;
2.That Council endorse MUS 010 Collections Development and Management Policy of the
Pickering Museum Village as set out in Attachment 2 to this report, subject to minor
revisions acceptable to the Director Community Services; and,
3.That the appropriate City of Pickering officials be authorized to take the necessary
actions as indicated in this report.
Executive Summary: Pickering Museum Village (PMV) has updated two policies in
response to updated best practices. These policies are CUL 020 Artifact Conservation Policy
and MUS 010 Collections Development and Management Policy. The purpose of this report is
to seek Council’s endorsement of these Museum Policies.
Financial Implications: The Ministry of Heritage, Sport, Tourism, and Cultural Industries
provides an annual operating grant of approximately $39,000 to Pickering Museum Village
through the Community Museums Operating Grant. The adoption of these Museum Policies
will maintain compliance with the Standards for Community Museums in Ontario, and the
Museum’s grant eligibility.
Discussion: The Artifact Conservation Policy and the Collections Development
and Management Policy originated in 2014 and were updated in 2017. These policies have
been reviewed by staff and have been updated in 2022 to reflect changes to organizational
reporting structures, including the 2021 Community Services reorganization, and changes in
staffing and staff responsibilities at the museum.
The policies have been updated to include Council’s direction from report CS 02-19, that the
Pickering Museum Advisory Committee be dissolved and that the Pickering Museum Village
CS 03-22 February 7, 2022
Subject: Pickering Museum Village Policy Update Page 2
be added as a standing agenda item to the Cultural Advisory Committee. Additionally, both
policies have been updated to reflect current best practices in museum ethics, including
collection, preservation and interpretation of items of cultural significance. Best practices
(based on International Council of Museums) require that if an artifact is identified as
significant to a specific cultural, ethnic or religious group, staff will consult with those
communities to ensure that collection, preservation and interpretation is done in an ethical and
respectful manner.
The Artifact Conservation Policy was updated to remove procedural aspects of collections
management, including documentation, storage of records, collections handling, and
procedures for artifact treatments. These practices have been outlined in standard operating
procedures and in the museum’s care of collections handbook.
The Artifact Conservation Policy was updated to provide clear direction on the repair and
rehabilitation of museum’s heritage buildings that are considered artifacts. The museum’s
heritage buildings are used as both preservation of material culture, as well as program and
event spaces for our community. The updated policy provides clear principles to guide
restoration, rehabilitation and repair work of those buildings so that we can continue to achieve
balance between public use and preservation. The Artifact Conservation Policy is based on the
Standards and Guidelines for the Conservation of Historic Places in Canada (Canada’s
Historic Places, 2010), which outlines best practices to achieve this balance in historic
buildings that are for public use.
Updates to policies reflect best practices based on the Canadian Association of Conservators
Code of Ethics and Guidance for Practice (Canadian Association for Conservation of Cultural
Property and of the Canadian Association of Professional Conservators, 2000), the Standards
and Guidelines for the Conservation of Historic Places in Canada (Canada’s Historic Places,
2010), the Canadian Museum Association Ethics Guidelines (2006), and the Standards for
Community Museums in Ontario (Ministry of Heritage, Sport, Tourism and Cultural Industries).
Attachments:
1.CUL 020 Artifact Conservation Policy
2.MUS 010 Collections Development and Management Policy
CS 03-22 February 7, 2022
Subject: Pickering Museum Village Policy Update Page 3
Prepared By: Approved/Endorsed By:
Laura Gibbs MBA, MSc. Sarah Douglas-Murray
Manager, Cultural Services Director, Community Services
LG:SDM
Recommended for the consideration
of Pickering City Council
Marisa Carpino, M.A.
Chief Administrative Officer
Original Signed By Original Signed By
Original Signed By
Policy
Policy Title: Artifact Conservation Policy Policy Number
CUL 020
Reference
Canadian Association of
Conservators Code of Ethics and
Guidance for Practice
Standards and Guidelines for the
Conservation of Historic Places in
Canada
Canadian Museum Association
Ethics Guidelines
Standards for Community
Museums in Ontario
Council Resolution #373/17
Date Originated (m/d/y)
October 27, 2014
Date Revised (m/d/y)
December 2017
January 2022
Pages
7
Approval: Chief Administrative Officer Point of Contact
Manager, Cultural Services
Policy Objective
Objects give us a unique access to the past: we can learn about past values from what people
kept, what materials objects were made from, what objects were used for, and what daily life was
like based on interpretation of those objects. The mission of Pickering Museum Village
(hereinafter referred to as “PMV”) is to ignite imaginations through a living history museum that
fosters a connection to Pickering by collecting, preserving, and interpreting artifacts and social
culture. PMV participates in Standards for Community Museums in Ontario and as a responsible
steward of the artifacts in its possession, the PMV will uphold a standard of care to preserve the
over ten thousand artifacts in the museum’s collection.
Index
01 Definitions
02 Conservation Priorities
03 Conservation Standards
04 Conservation Ethics
05 Policy Review
Attachment 1
Policy Title: Conservation Policy Page 2 of 4
Policy Number: CUL 020
01 Definitions
01.01 Artifact – an object made by a human, of historic or cultural interest. The
PMV’s artifacts include the heritage buildings on site, vehicles, equipment, furniture,
homewares, clothing, consumer goods, religious items, and other objects that represent
the history of the broader Pickering area.
02 Conservation Priorities
The City of Pickering will employ the least invasive Conservation method in preserving the
Museum’s artifact collection. Conservation methods shall be employed in the following
order of priority:
02.01 Preventative Maintenance: Maintenance consists of regular inspections of
artifacts and may involve small-scale treatments (e.g. surface cleaning, renewal of
protective coatings, etc.). Preventative maintenance prevents decay and helps to
prevent large scale conservation restoration treatments. A suitable maintenance
program implemented after a conservation treatment aims at preserving the improved
conditions of an artifact. The Museum follows standard operating procedures in
preventative maintenance and provides training to staff and volunteers in preventative
maintenance.
02.02 Preventative Conservation: Actions taken to mitigate damage and
deterioration to an artifact. This is achieved through measures to reduce the harm of
ultra violet lighting, poor environmental conditions, poor air quality, pests, human
handling, and security risks. The Museum follows standard operating procedures in
preventative conservation and provides training to staff and volunteers in preventative
conservation, where appropriate.
02.03 Stabilization: A conservation treatment that is intended to stop or minimize an
artifact’s deterioration while maintaining its integrity. Stabilization is the least invasive
form of Conservation Treatment and is used when preventative measures are
insufficient to reduce deterioration to a tolerable level or if the artifact is so fragile that it
will be endangered under any other circumstances.
02.04 Conservation Treatment: Conservation treatment is undertaken in order to
stabilize, consolidate, clean, repair, remove non-original additions, strengthen, or
reassemble an artifact, or return it to the appearance of a known previous state by
means of physical or chemical intervention. Preservation of the physical, historical and
aesthetic integrity of the object shall take precedence over all other considerations.
Conservation treatments will employ techniques and materials which, to the best of
current knowledge, will neither endanger the true nature of the object nor impede future
treatments or the retrieval of information through scientific examination.
02.05 Restoration: Actions taken to modify the existing materials and structure of an
artifact to represent a known earlier state. The aim of restoration is to reveal the
culturally significant qualities of an artifact. Restoration is based on clear evidence of a
former state.
Policy Title: Conservation Policy Page 3 of 4
Policy Number: CUL 020
03 Conservation Standards
Conservation Standards are outlined in the Canadian Association of Conservators Code of
Ethics and Guidelines for Practice and also in the Standards and Guidelines for the
Conservation of Historic Places in Canada.
03.01 Retain Historic Characteristics of Artifacts: Distinctive features, finishes, and
construction techniques or examples of craftsmanship that characterize an artifact shall
be preserved. For heritage buildings, the historic characteristics of the artifact will be
identified in a Statement of Significance. For artifacts, heritage characteristics will be
identified in collections records. Should a character-defining element of an artifact
require repair or replacement, a Conservator’s recommendation of the appropriate
conservation treatment will be required before any intervention occurs.
03.02 Historical Accuracy: Each artifact shall be recognized as a physical record of
its time, place, and use. Changes that create a false sense of historical development,
such as adding speculative features or architectural elements shall not be undertaken.
03.03 Historical Record: Properties of artifacts can change over time; those changes
that have acquired historic significance in their own right shall be retained, recorded,
and preserved.
03.04 Differentiating Historic from modern: New additions, exterior alterations, or
related new construction shall not destroy historic materials that characterize the
artifact. The new work shall be differentiated from the old and shall be compatible and
subordinate to the artifact in the massing, size, scale, and architectural features to
protect the historic integrity of the artifact. New additions or new construction shall be
undertaken in such a manner that if removed in the future, the essential form and
integrity of the artifact would be unimpeded.
04 Conservation Ethics
When undertaking artifact conservation, The City of Pickering shall follow the
Conservation ethics outlined in the Canadian Association of Conservators Code of Ethics
and Guidelines for Practice. The following are some of the general obligations outlined in
the Code of Ethics. A Conservator may include Museum Staff or a third party contracted
Conservator, including Heritage Architects.
04.01 Examination: The Conservator shall make a thorough examination of the
artifact and shall document this examination before performing any conservation
treatment. This examination includes a determination of its structure and materials and
an assessment of its condition. In particular, the examination includes the extent of
deterioration, alteration and loss. The Conservator shall study relevant historical and
technical records. Where necessary, the Conservator shall initiate analyses of materials
and undertake research into historical, conceptual and technical aspects of the artifact.
The Conservator may also consult with heritage professionals or subject matter experts
in order to ensure that their understanding of the historical record and heritage
Policy Title: Conservation Policy Page 4 of 4
Policy Number: CUL 020
characteristics of an artifact take into account different interpretations of the historical
record.
04.02 Treatment Proposal: on the basis of the examination, the Conservator shall
report their findings and recommendations in writing to the City, including justification
for and the objectives of the treatment, an estimate of resources required, alternate
approaches, if feasible, and the potential risks of treatment.
04.03 Documentation: The Conservator shall document their work by recording all
essential details of the conservation of an artifact. Documentation is part of the history
of the artifact and shall be produced and maintained by the City in as permanent a
manner as is practical.
05 Policy Review
05.01 This policy will be reviewed a minimum of every three years
Please refer to all associated Procedures and Standard Operating Procedures, if applicable, for
detailed processes regarding this Policy.
Policy
Procedure Title: Collections Development and Management Policy Policy Number
MUS - 010
Reference
International Council of Museums
Code of Ethics for Museums
Canadian Association of
Conservators Code of Ethics and
Guidance for Practice Canadian
Museum Association Ethics
Guidelines
Standards for Community
Museums in Ontario
Date Originated (m/d/y)
June 20, 2014
Date Revised (m/d/y)
XX, April 12, 2017
January 12, 2022
Pages
9
Approval: Chief Administrative Officer Point of Contact
Manager, Cultural Services
Policy Objective
Objects give us a unique access to the past: we can learn about past values from what people
kept, what materials objects were made from, what objects were used for, and what daily life was
like based on interpretation of those objects. The mission of Pickering Museum Village
(hereinafter referred to as “PMV”) is to ignite imaginations through a living history museum that
fosters a connection to Pickering by collecting, preserving, and interpreting artifacts and social
culture. PMV participates in Standards for Community Museums in Ontario developed by the
Ministry of Heritage, Sport, Tourism and Cultural Industries and as a responsible steward of the
artifacts in its possession, the PMV will maintain management and development standards for its
collections based on Ontario museum standards.
The Pickering Museum Village will collect and preserve material culture from earliest habitation
through our municipality’s changing borders to a point 40 years prior to the current date. The
purpose of this collection is to understand and interpret the community’s past, understand the
present and connect to the future.
This policy defines the management goals, responsibilities and standards for all collection related
activities at the PMV.
Index
01 Definitions
02 Ownership
Attachment 2
Policy Title: Collections Development and Management Policy Page 2 of 9
Policy Number: MUS - 010
03 Background
04 Resources
05 Responsibilities
06 Ethics
07 Collection Development
08 Acquisitions
09 Documentation and Records Management
10 Preservation
11 Use and Operation of Artifacts
12 Loans
13 Deaccessioning
14 Disposal
15 Policy Review
01 Definitions
01.01 Acquisitions – Objects that the museum has legal ownership and control over
and are generally made by acceptance of donation, purchase, or field collecting.
01.02 Artifact – An object created or produced by humans, that has cultural
significance to Pickering. It may be used for exhibition, explanation, or
research, and is held in trust for the public for future generations to appreciate
and learn from. An artifact may be a building, an object including furniture,
tools, vehicles, household or personal items, textiles, books or paper records.
01.03 Core Collection – The PMV’s collection of artifacts that have a specific
association with (or in some cases were typically used by) a person, place or
event within Pickering Township pertaining to the history of Pickering up to 40
years prior to the present date. Artifacts in this collection are reserved for
research and display under controlled conditions.
01.04 Deaccession – The act of permanently removing an artifact from the Core
Collection.
01.05 Deed of Gift – A legal contract that permanently transfers the ownership of the
item(s) from a donor to the Pickering Museum Village/City of Pickering.
Policy Title: Collections Development and Management Policy Page 3 of 9
Policy Number: MUS - 010
01.06 Education Collection – The PMV’s collection of objects available for the
purpose of interactive displays and active demonstrations which could result in
deterioration and damage through use.
01.07 Material Culture - the physical objects created by a culture; the buildings, tools,
and other artifacts created by the members of a society.
01.08 Preservation – All actions taken to retard deterioration of, or to prevent damage
to, cultural property through activities that minimize chemical and physical
deterioration and damage and that prevent loss of informational content.
Preservation involves management of the environment and of the conditions of
use, and may include treatment in order to maintain cultural property, as nearly
as possible, in a stable physical condition. The primary goal of preservation is
to prolong the existence of cultural property.
01.09 Repatriation – An artifact of specific significance to recognizable cultural, ethnic
or religious groups may be returned to such groups upon their request under
PMV procedural guidelines. Such groups must be able to assure the PMV that
the object is integral to the beliefs or culture of the group and that they are able
to provide proper care of the object according to accepted conservation
methods.
02 Ownership
02.01 The PMV’s collection of artifacts is a tangible representation of the community’s
heritage and is held in trust for the public by the City of Pickering.
03 Background
03.01 The Pickering Museum Village artifact collection is comprised of over 10,000
pieces. The collection consists of material culture that ranges from Indigenous
objects dating to approximately 1400 BCE to political objects from 1980 CE. The
scope of the collection is broad; artifacts in the collection vary from buildings to
objects including furniture, tools, vehicles, household or personal items, textiles,
photographs, and paper records
04 Resources and Responsibilities
04.01 In accordance with Ontario museum standards, the City of Pickering will provide
the human, financial, and physical resources to manage and maintain the PMV’s
collection.
04.02 Deaccessions from the collection require City Council approval.
05 Ethics
05.01 No human remains will be accepted into the collection.
Policy Title: Collections Development and Management Policy Page 4 of 9
Policy Number: MUS - 010
05.02 If an artifact is identified as significant to a specific cultural, ethnic or religious
group, PMV staff will include members of the cultural, ethnic or religious group in
the consultation process to determine if it should be acquired into the collection.
05.03 The PMV will collect objects with regard to all municipal, provincial and federal
statutes and agreements concerning the control or banning of specific materials
or objects.
05.04 The PMV will not accept items with questionable, undetermined, or unethical
history of ownership.
05.05 The PMV will not collect live ammunition.
05.06 The PMV will not collect restricted or prohibited weapons as defined by the
Canadian Firearms Act.
05.07 The PMV may collect unrestricted and/or antique weapons as defined by the
Canadian Firearms Act, provided that all regulations relating to acquisition and
storage are met.
06 Collection Development
06.01 As a responsible steward of those artifacts in its possession, the PMV will make
every reasonable effort to collect, document, and preserve those artifacts
reflective of the museum village’s vision, mission, and mandate.
06.02 In order to facilitate public and educational programming, and to avoid
deterioration of the Core Collection through use, the PMV will develop, manage,
and maintain two collections: a Core Collection and an Education Collection.
07 Acquisitions
07.01 Decisions to acquire material culture into the Core Collection will be made
based on the following conditions and criteria:
i. Provenance to the community. Those objects made and/or used in the
community associated with a person, place or event;
ii. Typical or representative objects made or used in the community that
are historical, cultural, or aesthetic in nature that support interpretation
of the PMV’s mandate;
iii. Be in good or excellent condition, or be a unique and rare addition to the
collection;
iv. Are not duplicates of current collection items; and,
v. Are well documented with clear legal title, free of provisions and
restrictions.
Policy Title: Collections Development and Management Policy Page 5 of 9
Policy Number: MUS - 010
07.02 Objects which are accepted into the Education Collection will be those that are
typical of, or representative of, objects made or used in the community during
the museum’s interpretive timeline. These objects may be duplicates of those
within the Core Collection.
07.03 All artifact donations to the PMV will be deemed as a gift without ties.
07.04 The donors of items not approved for acquisition will be contacted immediately
to retrieve their possessions. Items will be considered abandoned if no
response or arrangements for pickup have been made following all reasonable
attempts by staff.
07.05 The PMV reserves the right to dispose of abandoned items.
08 Tax Receipts and Appraisals
08.01 Tax receipts may be made available upon request by the donor.
08.02 For objects less than $1,000.00, an independent appraisal is not required. An
original bill of sale or receipt is acceptable to use to determine value if the item
was purchased within the last 12 months.
08.03 Qualified PMV Staff may provide current fair market value for objects under an
estimated value of $1,000.00.
08.04 Items estimated to be worth more than $1,000.00 must be independently
appraised at the donor’s cost.
08.05 The appraisal must reflect the current fair market value of the object(s).
08.06 The appraisal must be conducted by a member of the Certified Personal
Property Appraisers Guild of Canada or equivalent.
08.07 The donor may not be the appraiser.
08.08 Upon transfer of ownership by signed Deed of Gift, and issuance of a tax
receipt, gifts will not be returned to the donor.
09 Documentation
09.01 In order to maintain the significance and value of the objects in the PMV
collection, all pertinent information regarding the identity, history, provenance
and transfer of legal title of the artifacts will be collected, recorded, and
preserved.
09.02 Hard copies of all documentation pertaining to the collection will be maintained.
09.03 The electronic records will be copied and stored on the City of Pickering
computer server.
Policy Title: Collections Development and Management Policy Page 6 of 9
Policy Number: MUS - 010
10 Preservation
10.01 The PMV will strive to preserve all core collection material (including historic
buildings on site) for future generations.
10.02 Staff and volunteers will be trained in Artifact Care and Handling Procedures
and will be responsible for following them as it pertains to their daily work
routines.
10.03 Staff and Volunteers will be trained in duties specific to their position as outlined
in the Heritage Housekeeping and Maintenance Manual, and in expected
responsibilities relating to the Disaster Preparedness Plan and Salvage
Procedures.
11 Education Collection
11.01 As a living history site, PMV may choose to enhance guest experience and
knowledge by using and/or operating objects and machines. Those objects and
machines will be Education Collection pieces, not Core Artifacts.
The following factors will be considered before operating objects and machines:
i. The ability of museum staff to protect the safety of the public, staff and
the collection;
ii. The ability of the City of Pickering to provide the resources to operate
and maintain working condition of an object or machine;
iii. The existence of a duplicate artifact that will be preserved in its original
state;
iv. The interpretive value to the public, the range of demonstrative
techniques available, and the effect the operation will have on the
object;
v. The relative, significant heritage of the object, with consideration of
rarity, provenance, uniqueness and value;
vi. Alternative power sources may be used to sustain working order rather
than original power sources in the interest of health and safety or
preservation of the object; and,
vii. The research benefits of using the object against the preservation of the
its history of use.
12 Loans
12.01 Loans must meet care standards as set out in the loan agreement and be
approved by the Supervisor, Museum Services.
Policy Title: Collections Development and Management Policy Page 7 of 9
Policy Number: MUS - 010
12.02 Incoming loans may be accepted for a set period of time for the purpose of
research or to enhance Temporary Exhibitions.
12.03 The PMV will not agree to long term loans with no determined end date for
either outgoing or incoming loans. Exceptions may be considered at the
discretion of the Supervisor, Museum Services.
12.04 For both outgoing and incoming loans, documentation (including photographs)
regarding condition and value must be completed, and loan forms must be
signed, prior to the loan taking place. This documentation will become part of
the artifact’s permanent file.
13 Deaccessioning
13.01 As part of responsible collections management, the PMV acknowledges that in
order to maintain a relevant collection within the parameters of the PMV Vision,
Mission, and Mandate, artifacts may require removal from the Core Collection.
13.02 Prior to a deaccession, PMV Staff will ensure that:
i. The Pickering Museum Village/City of Pickering holds the legal title to
the object, and that there are no holds or restrictions placed on the
donation; and,
ii. In the case of artifacts with no clear title or that are poorly documented
or undocumented, a documented attempt will be made by staff to
research and investigate ownership.
13.03 The deaccession process shall include consultation from the community. In
most cases, this will include consultation with a working group committee
formed from community members and subject-matter experts and/or
consultation with an applicable City of Pickering Advisory Committee.
13.04 Final approval to deaccession must be granted by the Mayor and Council.
13.05 Artifacts may be recommended for deaccession if:
i. The artifact is the subject of repatriation;
ii. The artifact is significantly incomplete (unidentifiable piece or fragment);
iii. The artifact is in such poor condition that preservation, conservation or
restoration is not a viable option;
iv. The artifact is duplicated in the collection and having a duplicate is not of
value to the collection;
v. The artifact is not relevant to the PMV’s collecting mandate and/or plan;
Policy Title: Collections Development and Management Policy Page 8 of 9
Policy Number: MUS - 010
vi. There is incomplete documentation and provenance for the artifact;
vii. The artifact has no effective use in current or future exhibitions,
research, interpretation, active demonstration or public use;
viii. There are ethical issues related to ethnographic collections and human
remains;
ix. There are restrictions on legal title;
x. It has been found subsequently that there is questionable legal title;
xi. Correcting old accessioning mistakes (i.e. item was never meant to be
an artifact or accessioned); and,
xii. The object is a threat to the collection, staff, volunteers, or structure of
the PMV.
13.06 Records (or a copy) will be maintained for all artifacts deaccessioned, and will
include the original catalogue information, documentation of the reason(s) for
deaccession and approval, and documentation of the disposal of the artifact.
The date of deaccession will be noted with the original entry in the Accession
Register.
14 Disposal
14.01 Artifacts may be disposed of or destroyed only after deaccession has been
approved.
14.02 PMV will make all reasonable efforts to inform the registered donor or family (if
donor is deceased) that the object is to be disposed of as requested on the
Deed of Gift and only if a tax receipt was not issued.
14.03 Every attempt will be made to relocate deaccessioned artifacts within the
museum community. The receiving museum will assume packing and transport
costs.
14.04 Failing the above steps, the object may be offered for sale to the public, in
accordance with the City of Pickering’s Purchasing Policy, PUR-010, section 15
(Disposal of Surplus Assets) at public auction to the highest bidder and based
on current market value.
14.05 Any person who assisted, or advised on the decision to deaccession an artifact
may not purchase the artifact.
14.06 If an artifact is in a total state of disrepair, the artifact may be destroyed in view
of two City staff.
Policy Title: Collections Development and Management Policy Page 9 of 9
Policy Number: MUS - 010
14.07 Profits from the sale of donated artifacts must go towards collections
development or artifact maintenance/conservation.
15 Policy Review
15.01 This policy will be reviewed a minimum of every five years.
Please refer to all associated Procedures and Standard Operating Procedures, if applicable, for
detailed processes regarding this Policy.