Collection Policy
Henry County Historical Society
Of all the services that historical societies perform, none is more
important than that of saving historical records, photographs and artifacts
that document the past. We are helping to preserve the collective memory
of our community. WE cannot fully understand who we are as a community
or as individuals if we don’t
understand who we were as a community, and what it once meant to be a member of
that community. We have pledged to preserve our local history and it is a
serious responsibility. Collecting, maintaining and providing access to the
collection involves significant costs. We don’t have the resources or physical
space to collect every object from the past. We must decide which records to
actively collect, which records to accept if offered for donation, and which
records to decline. This Collection Policy is an important tool that will help
the Society make these decisions.
Purpose of the Collection
The Henry County Historical Society (HCHS) is a non-profit organization and
its purpose is to the collect, preserve, hold/exhibit, interpret and demonstrate
relics and artifacts and all historical sites that will serve to illustrate and
promote the history of Henry County, Ohio. To fulfill such purpose, the Society
will support, operate and maintain facilities with professional standards of
operation for its collection.
Objectives of the Collection
- Promote interest in history and conduct basic research.
- Collect, preserve, classify and exhibit artifacts of history that would
otherwise be destroyed or lost.
- Develop and maintain a museum(s) as an asset to the community as well as a
tourist, historical and educational attraction.
- Interview early pioneers still living, and record their experiences
and recollections.
- Arrange for educational lectures, workshops and tours, and make use of
available traveling exhibits
- Care for, exhibit and store artifacts as recommended by OAHSM or
other professional organizations.
Focus of the Collection
Scope of Collection
The Society will collect historical materials in a variety of formats. The
formats include, but are not limited to: manuscripts, books and other written and
printed materials; photographs, prints, paintings and other visual materials;
tapes, recordings and other oral history materials; equipment, furnishings,
clothing and other natural, commercial, institutional and personal objects of
the past. They must be relevant and consistent with the purpose of the
organization. The collection shall include all time periods, including the
current era. Objects acquired by the HCHS shall relate to the history of Henry
County and will have historic value, which depends on the documentation
available, and their physical condition. Objects that lack complete
documentation may be collected as long as they contribute to a clearer
understanding of the history of Henry County. The Society will collect
reproductions, which represent artifacts for an effective, educational method.
Function of the Collection
Collection is defined by an entirety of objects acquired, accessioned and
preserved because of their historic significance and educational value.
Artifacts belonging to the historical society which may be used in accurately
portraying the life and times of the people of Henry County. These collections
form a basis for the continuing research of our past.
The Society shall maintain two collection categories: Permanent and
Education.
1. Permanent Collection
Contains all items of unique importance to the interpretation of Henry
County. Consists of original, rare or often irreplaceable historical
artifacts to be preserved for future generations. They are related to a
specific structure belonging to the Society. These can be placed in a
specific historic period. The environment in which the artifacts are kept,
the kind and amount of conservation they might receive, and the use to which
they may be put are the responsibility of the Preservation Committee. They
must be preserved and may be exhibited.
2. Education Collection
Contains all items adapted into active use (used without restriction),
hands-on demonstrations and educational functions. Consists of replicas,
modern reproductions, restorations, and some period artifacts. Every effort
is made to prolong the life of artifacts in the Education Collection by
according them the same secure environments as artifacts in the Permanent
Collection, and by training the volunteers in proper methods of handling and
care. Use may affect their condition, so artifacts may be restored and
repaired to help prolong their interpretive life. Acknowledges that
artifacts used in interpretive programs need not be historic artifacts, but
that accurate reproductions have a place with interpretation and must be
managed with the overall system.
- This collection could consist of duplicates of items in the
permanent collection or items without significant importance or lesser
historic value to the interpretation of Henry County. Whenever
possible reproductions or other substitutes are used rather than
original artifacts. Use, wear, breakage and possible loss of these
items is expected.
- Items may be common and readily available on the market for
purchase or by donation to the Preservation Committee.
- Items that are part of the Educational Collection
shall have an “E” as part of the accession number. A list of
all educational items shall be kept separately from the Permanent
Collection records. The Educational Collection shall be maintained
separately from the Permanent Collection.
Collection Strategy or Tactics
The Society’s collection strategy will serve to illustrate
and promote the history of Henry County. To this end, the Society will collect
and acquire books, manuscripts, maps, documents and records pertaining to the
county. This strategy should be reviewed every year.
Enlarge existing Collection
- Agriculture (mainly hand tools)
- Archives (photos, ledgers, receipts, journals, Holgate Review newspapers)
- Clothing/Textiles (quilts, clothing)
- Education (school books, yearbooks from many of the Henry County
Schools, Emmanuel Lutheran One Room Schoolhouse)
- General Store
- Government/Law (courthouse)
- Heller-Aller Company
- Medical (instruments, etc)
- Military
- Music (pianos, instruments, radios)
- Native Americans
- Oral History
- Photography
- Pioneer Life (Log Cabin 1840-1860)
- Victorian Era (Dr. Bloomfield Home 1879-1925)
Extending the Collection
- Businesses
- Ethnic Groups
- Events and Celebrations
- Family Histories
- Folk Life
- Industries
- Organizations
Collection Theme
Theme(s) of the collection have been constructed to show
the types of
structures and to tell the stories of of Henry
County society in the ways that
it lived in the past.
The collection themes for the Society's sites are:
- The Log Cabin at the Henry County Fairgrounds is the history of Henry
County’s rural settlers from the 1830s. Featured activities will be cooking, cleaning, chores, etc.
- The Henry County Historical Society’s Museum in Grelton
will house the artifacts that are the history of Henry County from
its very beginnings.
- The Emmanuel Lutheran One Room Schoolhouse at the
Henry County Fairgrounds will show the history of Henry County’s
small towns, emphasizing the education of the early settlers.
- The Dr. Bloomfield Home in Napoleon will emphasize
the history of Henry County’s
largest town during the years from 1850 to about 1925.
- The Carriage House at the Dr. Bloomfield Home in Napoleon will show
the innovative ways that Henry County townspeople handled their
transportation needs.
Additions to the Collection
Acquisition is defined as the discovery, preliminary evaluation, taking
physical and legal custody of, and acknowledging receipt of, materials and
objects, for the purpose of this policy.
Transfer of Ownership
When purchasing an item there is little question of who owns the physical
item. Gifts and donations are slightly more complicated. Each transfer of
private property to the Society should be clearly documented. The Henry County
Historical Society must receive ownership of all acquisitions without
restriction on future use or disposition. The documentation process
demonstrates the Society’s commitment to provide appropriate care and management
for the materials received. It records the particulars of the transaction and
establishes that the Society has become legal owner of the materials that the
Society has accepted. This form is called “Deed of Gift” or Certificate of Gift.
Both donor and the society will receive signed copies of the form for their
files. The acquisition is made and ownership assumed at the time this form is
signed by the donor and a member of the Preservation Committee. A Certificate of
Gift Form or a Will that transfers unrestricted ownership rights must accompany
each donation to the Henry County Historical Society.
Income Tax Deduction
Donors desiring to take an income tax gift deduction must obtain an
independent appraisal from an authorized appraiser. Records of such appraisals
will be kept by the Henry County Historical Society in perpetuity. The Society
(Board of Trustees members and volunteers) or persons professionally associated with the
Society will not make appraisals of prospective donations for tax purposes, or
place a monetary value on materials or on objects donated to the Society, but
may suggest the names of several knowledgeable appraisers. It is acknowledged by
the Society that to make appraisals would involve undesirable and unnecessary
entanglements with the Internal Revenue Service and/or create other legal
entanglements not desirable to the Society’s interests.
Authority to Add Items to the Collection
The Preservation Committee will approve temporary acceptance of, and assume
responsibility for, donations to the collection pending final approval by the
Board of Trustees. For the purpose of purchase, authorization to acquire items with a
value of less than $50.00 is delegated to the Preservation Committee. The
purchase of materials or objects having an estimated market value of more than
$50.00 shall be approved formally or informally by the Executive Committee prior
to acceptance or purchase.
Gifts – HCHS by laws
Sec. 1. The Board of Trustees shall have sole authority to accept or reject
on behalf of the Society, each contribution, gift, devise or bequest, of
whatever kind, which amounts to, or has a value of $150.00, or more, and to
specify the disposition to be made of such gift.
Sec. 2 The Board of Trustees shall have sole authority to approve, or
disapprove limiting conditions placed upon any contribution, gift, devise or
bequest made to the Society, and to reject any such contribution, gift, devise,
desirable or compliance therewith is difficult or impossible.
Criteria for Acceptance
All donations are considered outright and unconditional gifts to be used at
the discretion of the Society. Donations will not be accepted with the
understanding that they be permanently exhibited or be subject to reclaim by the
donor or the donor’s heirs. An item can be returned to the donor when specific
instructions are made in the Certificate of Gift Form and prior approval is
given by the Board of Trustees.
Items may be acquired through donation, bequest, exchange or purchase;
solicited or unsolicited; field collection and/or abandonment. All legal, moral
and ethical implications of the acquisition must be considered before acceptance
of the acquisition(s). Donors will be asked to supply documentation that is as
complete as possible, including a chronological history of the acquisition(s) and its owners. Any item lacking documentation or having doubtful
source of origin shall be accepted only if it’s historical significance can be
verified. No items shall be knowingly or willfully accepted or acquired which
are known to have been illegally collected in the United States contrary to
state or federal law, regulation, treaty and/or convention. Duplicates will only
be accepted in order to upgrade the permanent collection or to be placed into
the education collection. The Society shall refuse to acquire items where there
is cause to believe that the circumstances of their collection involved needless
destruction of historic sites, buildings, structures, habitats, districts and
objects. When, in the judgment of the Preservation Committee, portions of block
acquisitions are not consistent with the intended purposes of the collection,
the block of artifacts will be sorted prior to the accessioning process and
assumption of absolute title. Artifacts not desired by the Society will be
returned to the owner(s). No member may obligate the Society to the acceptance
of any material or object not consonant with the intent or spirit of the
collection policy.
Relevance
Materials and objects must be relevant to and consistent with the
purposes and activities of the Society and within the scope of the
collection, collection strategy (tactics) as stated in this Collection
Policy.
Condition
Except in cases of extreme significance, artifacts must be in good, stable
physical condition.
Documentation
A source of origin, documentation or other evidence of authenticity
must accompany each item and include a chronological history of the
object and its owners. Or have connection to currently existing
acquisitions within the collections.
Storage or Display (protection and maintenance)
Acquisitions that could be dangerous to the staff or the collection
or cannot be properly cared for will not be accepted by the Society.
Sample Appraisal Questions
Did the donor create the material? Does the material fall within our
collecting area? Who created the records? Why were the records created? Do
the records provide information beyond this initial purpose? Is this
information available somewhere else? Do we have similar materials already?
Does it document prominent citizens and/or everyday folks? How complete are
the records? How large is the collection?
Management
The Society regards the preservation and conservation of its collection as a
matter of utmost importance. The Society will provide its Permanent Collection
with a clean, safe and stable storage and exhibit environment suitable for the
maintenance of the physical integrity of the artifacts. Permanent artifacts
should be housed in secure, climate-controlled environments. The Society will
preserve artifacts in the condition they were in at the time of their
acquisition.
Registration
Registration involves compiling and maintaining a cumulative record of all artifacts
in the historical society’s collection. There are five basic areas:
- Accessioning - recording and/or processing an acquisition to the Society
- Cataloguing - classifies artifacts with descriptive detail, much value
of item depends on data recorded during this time
- De-accessioning - removing an artifact from the collection by legal means
- Inventorying - periodically locating and listing accessioned,
loaned or borrowed artifacts
- Loans - contracting to borrow or lend artifacts for temporary periods
Accessioning
An Accession is an artifact or group of artifacts acquired from a single
source at one time. To Accession is to legally record an addition to the
collection. Accessioning is defined as the process of accepting items into
permanent collections of the Society. All items shall be processed under
procedures and policies adopted by the Board of Trustees. It is the responsibility of the
Preservation Committee to simultaneously obtain the artifacts and a signed donor
form. After the artifact is accepted, an accession number assigned, both
Permanent and Educational, it must be formally accessioned.
All museum items shall be assigned accession numbers and shall be indexed
by category, date of acquisition and by name with suitable cross reference
collection records, including source, location and subject cards, as well as
accession files and accession book shall be kept in accordance with accepted
professional standards. Duplicate copies of records will be kept in a safe
place off-site. In the case of computerized accessioning, a duplicate disc
shall be kept on-site and one off site.
Items in need of restoration shall be restored as soon as possible, but
shall be performed only by qualified professionals or someone knowledgeable
in using approved techniques and substances.
Certificate of Gift agreements shall be made for all property received.
A letter of thanks to the donor with a copy of the Certificate of Gift
agreement will serve as the official receipt for the donor’s purposes.
The Certificate of Gift agreement will set forth an adequate description
of the items involved and the conditions of transfer.
Inventory
To ensure that all portions of the collections are checked periodically, an
inventory schedule shall be established. This is an opportunity to review
the collection, examine the condition, update catalog information and accession
records, correct errors and omissions and verify location. Also allows for
the detection of missing artifacts.
Record Maintenance
Records form an integral part of an artifact’s history and are of primary
importance in understanding the artifact. Records also provide the means by
which the Society establishes its right to legally possess an item, either
through permanent ownership or loan. It allows us to classify and catalog
artifacts to know their history, condition and location. The Society must
document and account for the artifacts for which it has assumed responsibility.
These records will be regarded as public documents, therefore be open for public
inspection, upon a request to the Preservation Committee.
The Society shall maintain a responsible system of recording accessions,
de-accessions and loans. Duplicate collection records shall be maintained
off-site on archival paper to ensure their preservation. These documents include
but are not limited to the following:
- Registration List
- Accession Inquiry Form
- Certificate of Gift Form-Includes a description of donation, transfer
of all rights from the donor to the HCHS and is signed and dated by the
donor and a member of the Preservation Committee.
- Accession Form-Includes the accession number, date of the
acquisition, condition, description, historic information and the
location of donation as well as donor information.
Annual Report
A detailed report shall be submitted annually to the Board of Trustees by the
Preservation Committee including items accessioned, de-accessioned and loans.
The report will cover the preceding calendar year.
Authority- Constitution page 3 The Collections Committee shall make a
detailed report to the Trustees in February or March of each year, and to
the membership at the annual meeting each year.
Controlled Access
In keeping with standards for preservation of the permanent collection,
access to the items will be controlled.
Access to the collections is secondary to preservation of the collections.
Artifacts on display shall be protected from handling by the general public
(i.e. Do Not Touch signs, cordoned areas, glass cabinets, etc.). Items shall be
stored in a manner to provide optimum security, accessibility and preservation.
Items, whether in use or in storage, shall be protected from life shortening
forces such as excessive heat, cold, humidity, dryness, dust, ultra-violet
light, insects, vermin or improper handling.
The Society may make the collection available to researchers or other special
cases but only following acknowledgement and supervision from the Preservation
Committee. The viewing will be done in the presence of a member of that
committee for the duration of the viewing.
Only those persons approved by the Board of Trustees, acting on recommendation from the
Preservation Committee, shall handle, transport and have physical access to the
collections.
Persons wishing to use objects or archival materials for profit making
ventures must adhere to all copyright designations and enter into a licensing
agreement with the Society.
Loans
Accepting loaned items and releasing items for a loan will be for a specific
time period or event and will be recorded appropriately with the Preservation
Committee. A member of the committee and the second party to the loan must sign
a Loan Form. The owner must carry insurance on all items borrowed. The borrower shall incur all expenses (shipping, etc.).
All loans will be handled through the committee, but final approval will be by
the Board of Trustees.
Outgoing Loans
- The Society may lend items from its collection to organizations only, not
individuals or society members, for temporary display or educational
purposes off-site if such locations offer reasonable security and proper
environmental conditions. The Preservation Committee will need a site
evaluation done prior to approval any loans.
- Books, periodicals, maps and manuscripts owned by the Society may not be
loaned for any reason except with approval of the Board of Trustees.
- The Society shall not loan any item for more than 30 days, unless
approved by the Board of Trustees.
- If the borrower sustains injury from the use of any item(s) borrowed from
the Society, said Society, its officers, trustees or members or holdings
(financial or otherwise) shall NOT be held liable. The borrower
fully understands that he/she borrows Society property at his/her own
risk.
Incoming Loans
- All items borrowed shall be subject to the same criteria as permanent
acquisitions.
- The HCHS (officers, trustees or members) shall not be held responsible if the
borrower sustains injury from the use of any item(s) borrowed from the HCHS,
said Society nor its museum, employees, officers or members nor holdings
(financial or otherwise) shall not be held liable.
- The Society shall not borrow items for longer than six months, unless
approved by the Board of Trustees.
- Items loaned to the Society shall not be incorporated into the permanent
or education collections.
Removals from the Collection
Working with historical objects and records is not a one way process of
adding more and more items to a collection. De-accessioning is the process of
removing permanently from the collection items that have already been
accessioned.
Criteria for Removal
- The item is outside the scope or irrelevant to the purposes of the Society
and its Collection Policy and fits the scope of another museum or organization
better.
- It is duplicated by a better or more representative example of the same
type or class of material and is without intrinsic value.
- It has deteriorated physically so that it is no longer useful and has
failed to retain its identity or authenticity or has been lost or stolen and
remains lost for longer than two (2) years.
- The item is not significant and cannot be used for research, exhibition or
loan.
- The item has doubtful potential utilization in the foreseeable future, or
has accidentally been accessioned twice.
- The item is dangerous to the safety of the collection and/or staff
members.
- The Society can no longer properly preserve or care for the object.
Procedure
Items shall be de-accessioned only upon the recommendation in writing of the
Preservation Committee to the Board of Trustees. Upon approval of a majority of the
Board of Trustees
present at a regular or special meeting the item shall be officially
de-accessioned. The minutes shall reflect the decision.
If the accessioned item was purchased by the Society, it may be disposed of
in whatever manner the Board of Trustees deems appropriate and most beneficial to the
institution. It may be sold by bid, traded, offered at public auction, given
outright or discarded.
If the de-accessioned item was donated to the Society, consideration will be
given to placing the object, through gift, exchange or sale in another tax
exempt educational institution. De-accessioned items not disposed of in this
manner normally will be sold at an advertised public auction and only in a
manner that will protect the interests, objectives and legal status of the
institution.
The Society does not sanction the sale or gift of de-accessioned items to its
officers or trustees, or to their representatives. No Board of Trustees member or
representative of a Board of Trustees member may bid on, purchase or receive any
de-accessioned material from the Society’s collections.
For material for which the Society owns no clear title, all methods of locating
the donor of heirs must be exhausted before that material can be de-accessioned.
All funds derived from public sale and/or disposition of de-accessioned
materials shall be used only for the acquisition, preservation and maintenance
of the Society’s collections. Proceeds may not be used for general operating
expenses.
An item can be returned to donor when specific instructions are made in the
Certificate of Gift Form and prior approval is accepted from the Board of
Trustees.
Abandoned Property Act? State of Ohio…
Collection Restrictions?
Changes to the Collection Policy
Changes to the Collection Policy will be necessary to conform with
recommended changes made by the Ohio Association of Historical Societies and
Museums (OAHSM) or other professional organizations relating to the collection
of artifacts. Changes may also be needed to update and/or revise Society
policies on collections and policies in keeping with the Society’s functions
and purposes.
Changes to the Collection Policy must be in the form of a written
recommendation with an accompanying explanation for the changes by the
Preservation Committee or the Board of Trustees. The Board of Trustees will only
approve changes with the majority vote at any one of its regular meetings.
Glossary
Accessioning is defined as the process of accepting items into permanent
collections of the Society.
Acquisition is defined as the discovery, preliminary evaluation, taking
physical and legal custody of and acknowledging receipt of materials and
objects, for the purpose of this policy.
Registration List
Accession Inquiry Form
Certificate of Gift Form - Includes a description of donation, transfer of
all rights from the donor to the HCHS and is signed and dated by the donor
and a member of the Preservation Committee.
Accession Form - Includes the accession number, date of the acquisition,
condition, description, historic information and the location of donation as
well as donor information.
De-accessioning is the process of removing permanently from the collection
items that have already been accessioned
Accessioning - recording and/or processing an acquisition to the Society
Cataloguing - classifies artifacts with descriptive detail, much value of
item depends on data recorded during this time
De-accessioning - removing an artifact from the collection by legal means
Inventorying - periodically location and listing accessioned, loaned or
borrowed artifacts by location
Loans - contracting to borrow or lend artifacts for temporary periods
Collection is defined by an entirety of objects acquired, accessioned and
preserved because of their historic significance and educational value.
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