Tour of the working area and introductions to team
4
Overview of the collections management system
5
Training on use of the collections management system
6
Understanding the organization's collection policy
7
Review of collections registration procedures
8
Education on cataloguing and records keeping process
9
Review of object handling protocols
10
Disaster response and emergency procedures training
11
Understanding of collections care and conservation procedures
12
Awareness creation about security protocols and measures
13
Assignment of first task
14
Approval: First task assignment
15
Review of collections incidents and how they were handled
16
Introduction to available resources and reference materials
17
Training on how to manage loan requests
18
Understanding the process of deaccessioning procedure
19
Procedure for reporting collections issues and concerns
20
Approval: Overall readiness
Allocating a workstation and devices
In this task, you will be responsible for assigning a suitable workstation and necessary devices to the new collections manager. This is a crucial step in ensuring their productivity and comfort in the workplace. The desired result is a well-equipped and organized workspace that meets their requirements. You will need to gather information about their preferences and requirements for the workstation and devices. Consider potential challenges such as limited resources or conflicting preferences, and be prepared to find alternative solutions if needed.
1
Standing desk
2
Traditional desk
3
Shared desk
1
Computer/laptop
2
Printer/scanner
3
Phone
4
Tablet
5
Other
Providing login credentials and access rights
In order for the collections manager to access the necessary systems and platforms, login credentials and appropriate access rights need to be provided. This task ensures that the collections manager has the required authentication details and permissions to carry out their responsibilities effectively. Please specify the login credentials needed and any specific access rights required for performing your tasks.
Tour of the working area and introductions to team
The collections manager will be given a tour of the working area to familiarize themselves with the physical layout and facilities. Additionally, introductions to the team members will be made to foster a collaborative work environment. The goal is to create a sense of belonging and ensure the collections manager feels welcomed and integrated into the team. Are there any specific areas of interest or team members you would like to meet during the tour? Please let us know.
Overview of the collections management system
This task involves providing the collections manager with an overview of the collections management system used by the organization. It will cover the functionalities, features, and navigation of the system. The objective is to familiarize the collections manager with the system and its capabilities. Have you used any similar collections management systems in the past? What specific aspects or functionalities would you like to focus on during the overview?
Training on use of the collections management system
This task involves providing hands-on training to the collections manager on how to effectively use the collections management system. The training session will cover basic navigation, data entry, search capabilities, and other relevant features. The objective is to equip the collections manager with the necessary skills to efficiently utilize the system for their daily tasks. Do you have any specific questions or areas of focus for the training session? Please share.
Understanding the organization's collection policy
In order to adhere to the organization's guidelines and procedures, it is essential for the collections manager to have a clear understanding of the collection policy. This task involves providing an overview of the collection policy, including acquisition guidelines, ethical considerations, and restrictions. The desired outcome is to ensure that the collections manager is well-informed and compliant with the organization's collection policy. Please share any initial observations or questions regarding the collection policy.
Review of collections registration procedures
This task involves reviewing the collections registration procedures with the collections manager. It includes the process of documenting and recording collection items, assigning unique identifiers, and capturing essential information. By familiarizing the collections manager with the registration procedures, the organization ensures accurate and consistent documentation of the collections. Are there any specific challenges or concerns you anticipate in following the registration procedures? Please let us know.
Education on cataloguing and records keeping process
Cataloguing and records keeping are integral components of collections management. This task involves educating the collections manager on the proper cataloguing techniques, metadata standards, and record keeping processes. The aim is to ensure accurate and accessible records for the organization's collections. What previous experience or knowledge do you have in cataloguing and records keeping? Are there any specific cataloguing standards or formats to focus on during the education session?
Review of object handling protocols
Proper handling of objects is vital to ensure their preservation and prevent damage. This task involves reviewing the organization's object handling protocols with the collections manager. The protocols will cover aspects such as handling techniques, use of protective gear, and the importance of environmental conditions. The objective is to equip the collections manager with the necessary knowledge and skills to handle objects safely. Do you have any specific concerns or questions regarding object handling? Please share.
Disaster response and emergency procedures training
Preparing for emergencies and disasters is crucial in safeguarding the collections. This task involves providing training to the collections manager on the organization's disaster response and emergency procedures. It will cover topics such as evacuation plans, emergency contacts, and salvage techniques. The goal is to ensure that the collections manager is well-prepared to handle potential emergencies and protect the collections. Are there any specific emergency scenarios or procedures you would like to focus on during the training session? Please let us know.
Understanding of collections care and conservation procedures
Maintaining the condition and longevity of the collections requires proper care and conservation procedures. This task involves educating the collections manager on the organization's care and conservation guidelines. It will cover topics such as environmental control, pest management, and handling of fragile materials. The aim is to enable the collections manager to implement necessary measures for preserving the collections. Do you have any previous experience or specific areas of interest related to collections care and conservation?
Awareness creation about security protocols and measures
Security measures are essential for protecting the collections from theft or damage. This task involves creating awareness among the collections manager about the organization's security protocols and measures. It will cover topics such as access control, alarm systems, and incident reporting. The objective is to ensure that the collections manager is aware of the security measures in place and can actively contribute to maintaining a secure environment. Please share any specific concerns or suggestions regarding security protocols and measures.
Assignment of first task
The collections manager will be assigned their first task as part of their onboarding process. This task serves as an initial opportunity for the collections manager to apply their skills and knowledge. The desired outcome is for the collections manager to successfully complete their first task and gain confidence in their abilities. Is there any particular type of task you would prefer for your first assignment? Please specify.
Approval: First task assignment
Will be submitted for approval:
Allocating a workstation and devices
Will be submitted
Providing login credentials and access rights
Will be submitted
Review of collections incidents and how they were handled
Learning from past incidents and their handling is essential for improving collections management. This task involves reviewing previous collections incidents and discussing how they were handled. It provides insights into potential challenges and best practices for future situations. The goal is to enhance the collections manager's awareness and preparedness for handling incidents effectively. Please share any specific incidents or concerns you would like to discuss during the review.
Introduction to available resources and reference materials
To support the collections manager in their role, it is important to introduce them to available resources and reference materials. This task involves providing an overview of the resources, such as manuals, databases, and online platforms, that can assist with collections management. The objective is to enable the collections manager to access the necessary information and tools for their work. Are there any specific resources or reference materials you would like to explore or have questions about? Please let us know.
Training on how to manage loan requests
Managing loan requests is a common aspect of collections management. This task involves providing training to the collections manager on how to effectively handle loan requests. It will cover topics such as loan agreement preparation, condition assessments, and transportation arrangements. The aim is to equip the collections manager with the necessary skills and knowledge to manage loan requests efficiently. Do you have any previous experience or specific areas of interest related to loan management?
Understanding the process of deaccessioning procedure
Deaccessioning refers to the removal of items from the collections. This task involves helping the collections manager understand the organization's deaccessioning procedures and policies. It will cover reasons for deaccessioning, evaluation criteria, and legal requirements. The objective is to ensure that the collections manager is aware of the deaccessioning process and follows the appropriate guidelines. Please share any specific concerns or questions regarding the deaccessioning procedure.
Procedure for reporting collections issues and concerns
Reporting collections issues and concerns is essential for maintaining the integrity of the collections. This task involves explaining the procedure for reporting such issues to the collections manager. It will cover reporting channels, documentation requirements, and necessary follow-up actions. The goal is to ensure that the collections manager is well-equipped to report and address any issues or concerns that may arise. Is there any specific information you would like to know or initiate regarding the reporting procedure?
Approval: Overall readiness
Will be submitted for approval:
Understanding of collections care and conservation procedures
Will be submitted
Awareness creation about security protocols and measures
