AltaMira Press
Pages: 720
Trim: 7½ x 10½
978-0-7591-2145-4 • Hardback • March 2012 • $246.00 • (£192.00)
978-0-7591-2146-1 • Paperback • March 2012 • $133.00 • (£102.00)
978-0-7591-2147-8 • eBook • March 2012 • $126.00 • (£97.00)
Barry Lord and Gail DexterLord are the founders and presidents of Lord Cultural Resources, an international cultural planning firm. Lindsay Martin is a senior consultant at Lord Cultural Resources.
Acknowledgements
List of Contributors
Preface
1Introduction
1.1What to Look for in This New Edition
Gail and Barry Lord and Lindsay Martin
1.2Using This Manual
1.3Dimensions of Sustainability
Lindsay Martin
2Museum Planning
2.1The Need for Museum Planning
Gail and Barry Lord
2.2 Preplanning
Gail and Barry Lord
2.3 The Facility Planning Process
Lindsay Martin
2.4The Planning Team
Barry Lord and Lindsay Martin
PART I PLANNING FOR PEOPLE
3Museums as Social Institutions
3.1Institutional Evolution
Gail Dexter Lord
3.2Foundation Statements
Gail Dexter Lord
3.3Museums in Service to Society
Gail Dexter Lord
3.4Planning Goals, Principles, and Assumptions
Lindsay Martin
4Planning the Visitor Experience
4.1Planning for Community Needs
Joy Bailey
4.2Market Analysis
Ted Silberberg
4.3Exhibitions, Interpretation, and Public Programs
Maria Piacente and Barry Lord
4.4Planning Space for Learning
Heather Maximea
4.5Integrating Social Spaces
Amy Kaufman and Chris Lorway
4.6Planning Amenities for Visitors
Lindsay Martin
4.7 Planning for Universal Design and Diversity
Craig Thompson and Phillip Thompson
PART II PLANNING FOR COLLECTIONS
5 Understanding Collections
5.1Collection Basics
5.2The Policy Framework
5.3The Planning Process for Collections
6 Planning for Display
6.1Modes of Display
Barry Lord
6.2Long-Term Permanent Collection Display
Barry Lord
6.3Temporary Exhibition Galleries
Barry Lord
6.4Planning for Exhibition and Collections Support Space
Heather Maximea
7Planning for Collections Care
7.1The Life of Collections and the Cost of Keeping Them
Barry Lord
7.2Planning for Collections Storage
Heather Maximea
7.3Digitization of Collection Records
Steven A. LeBlanc
7.4Planning a Conservation Laboratory
Samuel M. Anderson
7.5Planning for Research
Barry Lord
8Preventive Conservation
Steven Weintraub with Lindsay Martin and James Cocks
8.1Preventive Conservation and the Museum Planning Process
8.2Categorizing Risk
8.3Strategies for Mitigation of Catastrophic and Severe Events
8.4Impact of Environmental Conditions on the Preservation of Collections
8.5The First Line of Defense: The Passively Buffered Environment
8.6The Second Line of Defense: The Actively Controlled Environment
8.7Environmental Monitoring Systems
8.8 Implications for Building Design and Construction
PART III PLANNING FOR OPERATIONS
9 The Museum in Action
Amy Kaufman
9.1Twenty-Four Hours in the Life of a Museum
9.2Organizing the Action
9.3Management of Operations
9.4Everyday Challenges
10 Safety and Security
Ronald M. Ronacher Jr.
10.1Risk Management
10.2General Security Strategy
10.3Protecting People
10.4Protecting Collections
10.5Protecting Buildings
10.6Continuous Evaluation and Improvement
10.7Security Advice
11 Service and Support
Vincent D. Magorrian and Lindsay Martin
11.1Facility Management
11.2Support Spaces for Exhibitions, Programs, and Events
11.3Deliveries, Supplies, and Garbage Removals
12Planning for Staff
12.1Staff Growth and Change
Amy Kaufman
12.2Developing Staffing Plans
Amy Kaufman
12.3Staff Spaces
Lindsay Martin
13Attendance, Operating Revenue, and Expense Projections
Ted Silberberg
13.1Operating Assumptions
13.2Attendance Projections
13.3Revenue Projections
13.4Expense Projections
13.5The Bottom Line: A Realistic Approach
PART IV PLANNING FOR THE BUILDING
14Essential Planning Documents
14.1Museum Building Zones and Functional Areas
14.2From Net to Gross Area
Lindsay Martin
14.3Facility Strategies and Functional Programs
Lindsay Martin
14.4Using the Essential Planning Documents
Lindsay Martin
15Environmental Sustainability
Sarah Brophy and Elizabeth Wylie
15.1The Cost of “Green”
15.2Mission Alignment
15.3A Quadruple Bottom Line
15.4Providing Leadership in Sustainability
15.5Taking the Long View of the Planning Process
15.6Sustainability Policy and Action Plan
15.7Sustainability Standards and Metrics
16Establishing a Project Budget and Schedule
16.1Right Sizing
Catharine Tanner and Barry Lord
16.2Capital Cost Estimates
Breck Perkins and Victoria Cabanos
16.3Fund-Raising and Feasibility
Melody Kanschat
16.4Priorities and Phasing
Barry Lord
16.5Schedules
Tom Seiler
PART V IMPLEMENTATION
17Project Management
Tom Seiler
17.1Definition of Project Management
17.2The Project Manager (PM)
17.3The Role of the Project Manager
17.4Duties of the Project Manager
17.5Project Manager Engagement
18Site Selection
18.1The Site Selection Process
Tom Silberberg
18.2New Build versus Adaptive Reuse
Peter Wilson
19Design and Construction
19.1The Design and Construction Team
Tom Seiler
19.2Stages of Design and Construction
Tom Seiler
19.3The Architect Selection Process
Catharine Tanner
19.4Selection of an Exhibition Development Process and Designer
Joy Bailey
19.5Contracting Options for Building Construction
Tom Seiler
20Managing Costs and Cash Flow
20.1Role of the Cost Consultant
Breck Perkins and Victoria Cabanos
20.2Cost Factors Specific to Museums
Breck Perkins and Victoria Cabanos
20.3Life-Cycle Costing
Breck Perkins and Victoria Cabanos
20.4Value Engineering
Lindsay Martin
20.5Cash Flow
Ashley Mohr
20.6Financing Options
Ashley Mohr
21Ramping Up to Opening Day
Amy Kaufman
21.1Critical Milestones
21.2Operations During Construction
21.3Opening Day—and the Day After
Conclusion
Gail and Barry Lord and Lindsay Martin
Notes
For Further Reading
Brenda Taylor
Glossary
Brenda Taylor
Index
The third edition of the Manual of Museum Planning is a welcome addition to cultural leaders around the world. Barry Lord, Gail Dexter Lord, and the team of experts from Lord Cultural Resources are the foremost global cultural thought leaders. The new edition’s emphasis on sustainability is timely and will help guide cultural institutions well into the 21st century. The new edition of the Manual of Museum Planning will definitely be a permanent fixture on my desk and nightstand.
— Paul B. Redman, director of Longwood Gardens
After the first glow of razzle-dazzle, museums have to "work," and no one understands better how to see to it that a museum will work for the long run than Barry and Gail Lord. This work is a bible for museum survival.
— Robert A. M. Stern, founder and senior partner, Robert A.M. Stern Architects, and Dean of the Yale School of Architecture
There are no short cuts to successful and sustainable museum development. The Manual of Museum Planning provides a comprehensive and systematic approach to planning museums as developed over the past 30 years by the world’s leading museum planning firm. An invaluable resource now in its third updated edition, the Manual demonstrates how LORD Cultural Resources continue to learn and innovate.
— Duncan Grewcock, course director, MA in Museum and Gallery Studies, School of Art and Design History, Faculty of Art, Design and Architecture, Kingston University, U.K.
[A] 720-page compendium specifically designed to be a comprehensive instruction manual for any group wanting to establish, upgrade, or expand their museum....Informed, informative, comprehensive, and thoroughly 'user friendly', the "Manual Of Museum Planning" will prove to be indispensable and is highly recommended addition to museum, historical society, community, and academic library reference collections.
— Midwest Book Review
This highly readable and greatly revised third edition updates the 2001 second edition, edited by G. Lord and B. Lord. As stated in the introduction, this manual has been considered a classic of museum literature for nearly 30 years. This latest edition is sure to continue that tradition. Its subtitle sums up the 21st-century changes to the volume. Authoritative, definitive, and dense, the volume offers up-to-date information and serves as the go-to resource for best practices for both beginners and seasoned museum practitioners. Of special note are the changes from earlier editions, which were divided into three parts covering people, collections, and construction. This new edition is in five parts: "Planning for People," "Planning for Collections," "Planning for Operations," "Planning for the Building," and "Implementation." Each part features several chapters, for a total of 21 chapters that are further subdivided by section. Included are extensive and descriptive figures and tables. The list of contributors reads like a Who's Who in the museum field, making the volume a very approachable essay collection. Chapters address such issues as sustainability, planning documents, facility strategies, site selection, design and construction processes, project management, and the issue of "right sizing" new facilities. Of special note is the introduction by the editors, covering what to look for in the new edition and how to use the manual, along with a discussion of the dimensions of sustainability. Summing Up: Highly recommended.
— Choice Reviews
NEW TO THE THIRD EDITION—
• This edition has been substantially updated and significantly reorganized to
reflect current practice in museum planning
• Now organized into five parts:
I. Planning for People
II. Planning for Collections
III. Planning for Operations (New)
IV. Planning for the Building
V. Implementation (New)
• Provides a new emphasis on sustainability: social, environmental, economic, and cultural
• A new co-editor, Lindsay Martin, has been added