One of the easiest ways I have discovered to get people at either church or in the archives profession to leave a room is to mention theories of someone from the business field with respect. Forgetting, ignoring, or denying that business requires the study of people, their desires and their needs, and successful business requires finding ways to fulfill those desires and needs, most of the people I know in the church and archives (we’ll leave allied professions out for the moment) feel themselves above anything having to do with business. Want to see them really go nuts? Make the business subject marketing! (This is not the same thing as sales, by the way.)

I find this situation a bit sad, as the goal of good business is to connect a person or persons with what they need or desire, while the goal of a church or someone who seeks to provide records for a researcher is…. Well, I guess you get the picture. Profit, of course, is the motivation for this activity in business while there are a number of motivations in the other areas, but the actual goal is the same. So if a business is successful and a religion or profession is beginning or continuing to loose relevance among people, would it not be sensible to at least look at the methods of the business? Alas, that has been one of my heresies. Yet, I repent not.

Peter Drucker is one of my favorites. He was thought a kook at one point, but eventually became a sort of guru of management, winning many awards. He is often called the father of modern management. A prolific author, and I an avid reader, there is a place where our interests naturally cross and I have read quite a bit of his material. Although my explanation of who he is sends many of my colleagues across the room at a rabbit’s pace, he actually spent many of his business years in non-profits and much of his theory is targeted at managing one’s life, not just one’s business. He has been quoted often in my small essays and will likely appear here more and more. So if the thought of business mixed with archival management (Hey! Drucker is a “management” guru and “management” is part of what we archivists do! Maybe I’m on to something here!) turns you off, but you haven’t yet stopped reading, you may wish to. Or, as always, the comment section is available for rebuttal.

The Heretic

Interesting Read. At least in my arrogant opinion.

Reshaping Your Business with Web 2.0: Using the new Collaborative Technologies to Lead Business Transformation by Vince Casarez, Billy Cripe, Jean Sini and Phillipp Weckerle (McGraw-Hill, 2009.)

I like it for archives and church for three main reasons. The first is that it states right out front why the “Web 2.0” concept is important. The title isn’t “…Web 2.0: Exciting New Ways to Take Care of Some of That Outreach You’re Supposed to be Doing,” or “…Web 2.0: Tools That Some Folks May be Using and of Which One Should Be Vaguely Aware.”  No. The words are “reshaping,” “business,” “collaborative,” “leads,” and “transformation.” Even though “technologies” is a part of the title, it is not the subject. In fact, the adjective in front of it is more important that that noun, as “collaborative” speaks of action and motivation. It also uses the term in a way that suggests that these new technologies are already here and in use, something that should be vital to archivists and church folk alike.

The world of archives has begun to recognize the fact that Web 2.0 might be useful for some aspects of its work, so we have begun to talk about how we can use it for reference and outreach. Some folks are grudgingly acknowledging that cloud computing and social networking bring up things that might, maybe, be worth considering in the overall scheme of what we collect, appraise, and preserve. (Lord knows we haven’t gotten into how to arrange this stuff.) The church has also cautiously begun recognize these technologies as potentially useful, although for the most part I do not find that they are embraced. My own experience suggests echoes of the Guttenberg days as professionals seem to be afraid of the control of information and authority, theological and professional, slipping from their grasp. The fact of the matter is that the change is here and, at least to some extent, that control of information and authority has already slipped away. The question isn’t whether we like it or not, or even if we accept it or not, but rather what we will do in the face of such change.

The second thing I like about this nice little book is the way it presents the issues at hand in a simple, not too technical but not too general, manner in which the cross-boundary nature of the new information use has redefined, and been redefined by, the way folks think. It isn’t all about technology. Technology is not the driving force in all cases but rather driven by the users of technology in many cases. Business has transformed. The way people think has been transformed. The definition of relationship has been transformed. An archivist who is unwilling to look at how information is used by business (i.e. records producers) and what the relationship exists between creators and the information for which the archivist becomes responsible, isn’t much of an archivist by any legitimate definition I know. A church that is unwilling to deal with how God’s children exist in relationship with God and one another? Well, figure it out.

The third thing I like about the book is how it says what it says. I’ve read a couple of dozen books that say similar things. Those who know me know that I have also stated the things I have just mentioned that I like about the book. (Of course, that’s part of why I like them.) But there are several places that the authors emphasize things I have said or believe in a way that is different enough from what I have done or come across in the past that I think they bear recommending to others. Key among these is the “application” of Newton’s first law (Inertia) to businesses that one finds in the first chapter “Participation Culture: Opportunities and Pitfalls,” by Cripe and Weckerle. They apply the law to business, but it equally applies to organizations of all types (e.g. churches,) and to professions (e.g. archives management.) From page 6:

“Organizations not doing anything in a particular area tend to keep not doing things in that area, and if, by chance, they are doing something, they tend to do the same thing in the same way for as long as they can. This means that it is rare for them to lead anyone anywhere. When they do, they had better hope they are headed in the right direction, because it is hard for them to stop.” [Emphasis added.]

Boy, I wish I had said it that way.

Amen brothers.

The Heretic

I have received a couple of messages from people who wanted to know when my next post will be and one from someone who wanted to know if I am “alright.” (Boy, that’s a loaded question.)

The answer to the first is, soon. In fact, there will likely be a flurry coming soon. I have been working on 4 articles, one on history, one on my ideas regarding archival theory, one on my ideas regarding the dilemmas faced by professionals including archivists, and one that is centered on both archives theory and practice and religious theory and practice.

In all cases, though to a lesser extent with the historical article, those professionals to whom I have shown the drafts feel they qualify as “outside the box,” “unusual,” extolling a “different point of view,” “something we need to be discussing but no one wants to,” expressing points of view that “no one will listen to, even though they should,” “crazy,” “unreasoned,” “very well reasoned,” or “trash.” They produce a “Wow! I never thought of that,” a “You should be shot” reaction, or simply blank stares or witless grins.

Because these are the reactions I get to most of my posts on this site, at least from the folks who really know me, the material seems to be appropriate for posting. Therefore, I expect to put portions of the papers here as blog posts. I have been asked to submit one to a new on-line journal, but will otherwise likely follow my past pattern of posting them online in pdf for any to read, cite, or print and toss into a fire, as long as their actions are in compliance with copyright laws and local fire codes. The difference between these and previous self-published work will be that some of the reasons I had for publishing anonymously have gone away, so I will likely be forced to step up to the plate and take my hits like a man since my name will be on these. (It will also soon replace pseudonyms on most other works, unless doing so might bring injury to others.) In the meantime, if you stumble upon this post, feel free to communicate with a comment and know  that I am diligently practicing my heresy to perfect its presentation.

The other question, as to whether I am “alright” or not, also has bearing on my reduced presence on the blogosphere (I do blog elsewhere so I have not been totally AWOL.) If it refers to my mental state, I do not know. Obviously if the answer is yes, the answer is yes. By the same token, if the answer should be no, I might believe it to be yes, so my answer would be wrong. For that matter, if I answer no, that might imply that I am “with it” enough to at least know something is wrong, so the answer might really be a qualified yes. Who knows.

All Princess Bride-type speeches aside:

I live in Nashville and the question was actually referring to the recent floods. I’m fine. Some friends and family suffered loss of homes and businesses, and some of the collections at one of the institutions where I work were damaged, not badly but enough to require attention. They will be okay (friends, family and collections) and I got to practice some collection disaster response skills in real life. As the sole archivist for a section of a large denomination, I have also been assisting and advising others who suffered damage at institutional and individual levels. This has taken time away from my blogging, but as my grandfather loves to say, “This, too, shall pass.”

Thanks for the concern.

The Heretic

I am an other-side-of-the-desker. By that I mean that I have practiced history from both sides of the desk, whether metaphorical or actual desk, and try to support those who are not the history professionals in their efforts. I have done research for years in archives, libraries, museums, historic sites, public records offices, etc. I have attended several universities, taking classes in history (as well philosophy, mathematics, physics, electronic engineering, etc.) at both undergraduate and graduate degree level. As a historian I practice my profession working in and with archives, libraries, schools, historic sites, historical societies, governing bodies, doing my own research and presenting the results, and consulting or contracting to help others. I see things from both sides, and with my experience in areas unrelated to history, sometimes from a totally different direction. Such is life.

My “problem” is that I also spent many years in jobs where I was in customer service, much of it in management and some as a business owner. I learned that if I wished to accomplish my mission, be it running a successful business or helping the business I worked for make a profit, I had to have customers who were not only satisfied when our transactions were complete, but satisfied enough to both return to do more business themselves and to tell others about their experience. What one wanted to avoid was folks being dissatisfied or downright insulted, for I assure you that they were going to tell far more people about their bad experiences than the good ones.

The mission there was profit, self satisfaction of a job well done, a feeling of doing good service for others, or whatever. The attitude adopted by people who were successful in my world wasn’t necessarily to make big bucks, but accomplish the mission. (Frequently the big bucks were a major part of that mission, but not always.) They considered that mission centered on satisfying the customer or consumer.

What does this have to do with archives, history, etc.? Well, I still do research. I still watch the people on the “professional” side of the desk from the other side. I still react the way anyone who is requesting a service from someone who is being paid to perform that service reacts, as a customer or consumer. I still watch people who work in public and academic libraries behave as if I am lucky to be allowed to come through the door. I have teachers who have never done anything but go to school, either as student or teacher, tell me I don’t understand the “real” world that they find through reading books and discussing issues with others who are in the same situation, but have never lived themselves. I read books from authors who either footnote very poorly or not at all, but fail to accept that the reader now has a variety of sources they may use to verify or debunk the authors’ points of view. I have archivists inform me that they are the gatekeepers of the documents in their care and that they have the authority to decide whether I have access to them or not, frequently in utter disregard to policy or statute.

Above all, I have observed from the receiving end and by watching colleagues, a complete disregard for a desire to satisfy the customer, for that is what the researcher/visitor/whatever is. The average person I see in my profession behaves as if his or her job, usually supported by public or donated funds, makes him somehow superior to the person on the other side of the desk. These people are snippy, turn their backs on people, tell them “well, those are the rules, that’s what you have to do” in a dismissive manner, and contradict customers on matters about which the customer may have more knowledge than they are sharing. I have even had an individual pull out a copy of a paper that I wrote (they did not know I was the author) and attempt to use it to refute statements I mad, explaining to me that “the author” had meant something other than what I wrote and therefore claimed she had refuted my arguments by use of an authoritative source. [Aside-I couldn’t resist the fun of telling the archivist that I had read the author and thought he was a jerk, to which she replied that he had sent the paper to their collection at the request of an authority in the field and that I obviously did not know of which I spoke. I never revealed that I was the author, since I had filled out a research form that included my name exactly as it was on the paper, and made my judgment about arguing with someone of that level of competency based upon that fact.]

In school I learned that we do not use marketing/economic/business terminology in history related fields. I have had that idea reinforced in professional meetings and seminars. I recently read several articles in various archives and library professional journals restating that marketing models are inappropriate. I have, however, read many more that lament the inability of institutions to fund their work, staff their institutions, develop their collections. For some reason the general public doesn’t realize how important we are! People who have unpleasant experiences and complain to their councilmen or legislature, refuse to donate to institutions that make them feel unwelcome, and tell all their friends about their experiences, are not only failing to give us much needed support and the respect we deserve, they are going elsewhere for their research needs! Not realizing how important we are, they are behaving as if we are supported by them rather than as if they are just darned lucky we let them in the doors! How dare they?

Maybe it is time for us to worry a little less about our collections, exhibits, or our other particular specific projects and think a bit about “customer service” and the “consumer.” I know these words are taboo, but my personal experience suggests that we may wish to rethink that attitude. Basic customer service should be a part of all training for all the professions that deal so much with the public, even a more or less captured audience. This includes history. (And formal logical reasoning should also be there, but that is another argument for another day.) If you have a problem with the capitalist overtones, think of it as special mission training. Virtually all mission statements should include something that requires customer service for the mission to be accomplished. Even preservation-only statements require the goodwill of donors.

I sit on a board with several people from an institution that has had its funds cut and which has seen its user count drop quite a bit in recent years. They blame the recession, which may be a big part of it. But what I know, and they apparently do not, is there are people at several other institutions that I frequent and organizations to which I belong that tell me they will go far out of their way to avoid dealing with “those people.” Oddly, none of the people on the board have commented on the fact that I personally have not set foot in their place for about 2 years. Guess why?

I also have found that there are over a dozen history professionals in the immediate area where I work and live who either graduated or came close to graduating from the same public history graduate program as did I. They all had very unpleasant experiences and after talking awhile, they asked me to serve as their spokesperson to a new department chair to explain our difficulties. The chair listened and promised to open the door to communication. This has been many months ago. Some of us met the other day to talk and we all agreed that none of us could get responses to attempted contact with the department, only requests for money for the school. We do, however, frequently get asked about our experiences at the school, by prospective students and potential employers of graduates. None of us could remember anyone we talked to going on to enroll in the program (which is struggling) and we all knew of at least one employer apiece who was wary of graduates from the school. “Customer” and “Consumer” are still the “C-words” there. These are people to be ignored. Well, at least the professors have their integrity. Such as it is.

The Heretic

One of the things that I have heard a lot recently is how important it is that we get “new blood” into the archives profession. I hear it more among archivists of religious institutions than those of their more secular counterparts, but that could be coincidence. Still, as I have mentioned before on this blog and elsewhere, I see many parallels between the views of archivists in the societies and committees to which I belong, and the views of the membership of various committees and boards to which I belong in the church. Both at least claim to want new members, but both often really appear to mean that they want more people who will think as they do and will do the work that they have tired of doing or cannot accomplish on their own. The idea that bringing in new blood may bring about change, perhaps radical change, is rejected out of hand.

In the church we say we want young people to come into our fellowship, but often insist that they must sing the music of the older generations, use the worship style and wording of a generation that does not understand the young while requiring the young to understand them, and impose multiple traditions that have no meaning to younger people without allowing them to develop their own traditions or finding a way to help them understand and adopt for themselves the older traditions. I have always found it fascinating, by the way, that many who are in their late 30s or 40s fight for the right to have “contemporary” worship with “contemporary” music, and when they finally get that right, the worship service resembles what they experienced when they were teens. In other words, 20+ year-old worship styles and music is the best way to attract 15 year old people. Okay. I guess. I like it anyway. I’m nearly 50. Why would I want to sit through a sermon spoken in “text” (Jesus and John were BFFs) or have a hip-hop choir? A church service should be conducted for those of us who have paid our dues, correct? [Note: Yes, that is satire.]

So I sit at meetings of historians and archivists, almost without exception retired or working at a job that allows them to at the very least come to the meetings on company time and in many cases actually on the company dime as well, and listen to people ask what we need to do to attract younger people and students. Proposals are ignored or treated with distain that would shift meetings to weekends to encourage attendance by people who are in school or work at jobs that do not allow them to come to meetings. Those who have paid their dues don’t want to give up their free weekends. Suggestions that we select topics that might be of interest to new people in the profession, who will be dealing with new types of records and historical sources, are shot down because such things are not traditionally what we do or have done in the past. Society and professional meetings are for those who have paid their dues! Yes, we need new blood, but only new blood that is just like ours. [Note: Yes, that is satire.]

Of course, if this is a logical approach, we will have newbies flocking to join us. The universities will find archival management and history among the fastest growing of disciplines. If for some reason we examine the enrollment stats for those majors and find that they are not growing but shrinking, it would be logical to question whether we, as professionals, might be failing in our mission to help sustain the health of the profession. That assumes, of course, that we see that as part of our mission.

Two of the organizations to which I belong have lamented the lack of “new blood,” and their members have agreed, in principle, that we need to do things differently to support a new generation of archivists and historians. In the past few years, each organization has agreed to multiple plans of action that the members thought might increase participation by younger professionals and students. With one exception, none of those plans have been executed because none of those who agreed to the plans fulfilled their commitments. The one exception was a first effort, and it remains to be seen if it will bear fruit.

So the question is:

Do we have a responsibility as professionals to do something to nurture the skills, gifts and talent of future generations, as well as teach them what we have learned through our own experience, or do we only expect to promote business as usual and teach people to follow in our own footsteps, paying the dues we extract? As archivists, we view things in the context of their creation, so let us also examine this question in the context of the world in which records are created today and in which the next generation will work. We might also keep in mind the context of the history of our profession. After all, archival science as we know it today has evolved over the years and is still evolving. To consider our current theories and practices as necessarily the best ones is much like a man who is almost 50 considering the music of his teens to be modern and contemporary. It may be comforting on a personal level, but may not be realistic. Just a thought.

The Heretic


The Heretic is the nom du plume of a historian and archivist who works with the public and in religious institutions. He has been accused by others in his professional world of “heresy” as a historian, archivist and Christian (not formally, of course.) He does not zealously guard his identity, but on occasion voices opinions that he feels might embarrass others. It is out of respect for those persons that he uses the pseudonym. When he is convinced that it no longer serves a purpose, he will discard it. It is really just in fun, anyway. Most people who know him recognize the source of his words, or so he believes.

I am a professional historian. I am also a professional archivist. Certified in the field. Masters in History. Years of research experience. Over two years of electronic and computer engineering education, trained as a recording engineer and served as an electronic technician. I work in the history/archives/library field and have special experience and expertise in oral history, “customer” service, social networks, and evaluation and reporting. I use some of these skills that come from my gifts and training in both a small, non-profit network I have developed and as an unpaid archivist and historian for religious institutions. In this last capacity I have run up against what, Pete, God rest his soul (cancer took him last year,) referred to as “The Board.” (Emphasis included.)

Pete LaPaglia was a great guy. He not only ran a consulting and exhibit fabrication firm out of Murfreesboro, TN, he made it a point to hire students to give them practical experience in the field. He had told me to call him if I wanted to try using my experience in consulting, but I never did. I did, however, get to ask him what advice he would give me should I ever work as a consultant. He said he had 2 pieces of advice for me to apply as a pubic historian (aside from trying to do what I love,) and they were to read Dale Carnegie’s How to Win Friends and Influence People at least once a year, and be ready to deal with “The Board.”

The first, about the good read, Pete had told us when he visited our museum studies class a few years earlier. We always asked history professionals visiting our classes about the most important literature we should be reading. Depending on the class and the professional, they would reply with a professional journal, book, author or hot topic. Pete named Carnegie and said he always read it at least once a year. I am trying to follow suit.

The second part of Pete’s advice was about “The Board.” Let’s be clear; not the board. “The Board.” He spoke of it as if it were an entity of his own, a cross between an incompetent collection of individuals and of minions from Hell. Such a group could drive you over the edge mentally or out of the profession. He had stories, and I have since had similar experiences or observed them in others’ careers.

Not all institutional boards that control museums, archives, libraries, historical sites, etc. fit this category, of course; some may be composed of retired professionals or folks in related fields. But many controlling entities are composed of people who know nothing of the professional standards, theories, or resource requirements of the institutions they attempt to govern. This would be bad enough, even if the board members were aware of their ignorance, but frequently the board members are sure they know more about the profession than the professional. Of course, they could be right, but I submit that, more times than not, this is not true.

This brings us to my unpaid position. I hold more than one at different levels of the United Methodist Church. The controlling entities at the different level differ greatly in their understanding of my work. At the topmost, many of the board are not professional historians or archivists, but have had life-long interests in and studies of history. Some are indee professionals. On the next level there are a few history professionals, but the board is mostly controlled by well intentioned and unknowledgeable amateurs and professional church folk (clergy and laity) who have other agendas. On the local church level, no one has a clue about archives theory and practice, and many refuse to abide by or enforce their own regulations regarding such practice. Preachers come and go, each unaware of the rules that have been established by the board, and often with enough knowledge of the study of history, even professional experience in the field, to feel that they have a superior knowledge of how archivists should function. I acknowledge that it is possible that they are correct, but I really do not believe it.

The dilemma comes down to one in which the staff of the church, clergy and laity, as well as the governing board, insist that the non-staff laity of the church must lead the ministries of the body. The reality is that many of the laity do not follow through on the tasks they accept as their own, and the staff do not wish to give up their own control over things. This becomes a real problem when a lay member who is a professional in his field, such as a Certified Archivist, tries to do his job in a professional manner as requested and required by the board, but the staff, including clergy, and other leaders of the church, fail to relinquish authority along with responsibility. There is an old saying that wine drinkers talk dry and drink sweet. They say they prefer dry wine because that is what they feel they are expected to say, but in reality drink sweet wines. It is a polite way of saying they say one thing but do another. This has been my experience at my church recently. In short, I have not only had to deal with the Church Council, the board (of which I am a member,) but found it has morphed into “The Board.”

Some years ago the governing board of our church adopted a job description for the Church Historian that gave him custodial authority over the historic objects and documents of the church, including the archives. This was done because a study of the records of the church had revealed big gaps in the records, the General Conference of the United Methodist Church had emphasized the importance of records keeping to the church, and because members had attended workshops where attorneys had advised churches that proper records control was necessary to safeguard the church against litigation. Because of my professional training and experience, I was asked to fill the position and accepted.

After passing the description, however, “The Board,” as the Council quickly became, did not enforce it. The archives was not, and is not, in a secure place, historical objects were disposed of without discussing the actions with the me, records were taken from the archives, and, in spite of the adoption of a records management program, no records were given to me as archivist in five years. The staff refused to allow me to set up training, part of my job description, refused to let me inform the congregation of the state of the records through official communication, also part of the job description, did not refer reference questions me, part of my job description, and actually complained when the I began to process the records of the church in a professional manner.

The preacher, a former history professor, stated that there were no churches that applied such standards to their collections, and that it was unreasonable for me to expect such things. This is a fallacy based, I am sure, on his not having visited during the course of his job many churches that have applied such standards. We have established that I am, at best, an oddity to many, but this has not been my experience. That this is not the norm I accept, but I have visited a good number of professionally maintained Methodist archives, have personally been involved in changing the standards in four churches in just the past two years, and have been told of others. (My own, alas, is not among them.) The preacher and other staff have told me that I am being too legalistic in insisting on adherence to the job description and collection policy that was also adopted, but they resist allowing me to change it to free myself from any obligations to adhere to professional standards. In short, I have been made legally, ethically and professionally responsible for the collections of the church, but have been denied the authority to care for them. Yes, this is “The Board” that Pete warned me about.

As I prepare my motion to change the job description of the Historian, and my resignation letter should that not be adopted, I reflect on a final irony. As I have been blocked from doing my job by staff that would not relinquish control, I have also set at meeting after meeting listening to the staff and leadership of the church complaining that the membership was leaving too much work to the staff, and reminding us that we are supposed to be a laity led church. I am supposed to step up and do my job. Indeed. Talking dry and drinking sweet. “The Board” is firmly in charge.

The Heretic

The Heretic is the nom du plume of a historian and archivist who works with the public and in religious institutions. He has been accused by others in his professional world of “heresy” as a historian, archivist and Christian (not formally, of course.) He does not zealously guard his identity, but on occasion voices opinions that he feels might embarrass others. It is out of respect for those persons that he uses the pseudonym. When he is convinced that it no longer serves a purpose, he will discard it. It is really just in fun, anyway. Most people who know him recognize the source of his words, or so he believes.


“Other-side-of-the-desk-er” is a term I use when referring to people who try to promote the viewpoint of those who happen to be on the other side of the desk, literally or figuratively, from the history professional. I am one. Proudly.  In museum studies these folks are known as “visitor advocates.” I have found no sign of a serious movement in this direction in other fields where the people on the other side of the desk are known as patrons, researchers, users, students, on rare occasions clients, viewers, and (in a few papers I have written,) history consumers. Even should there be more “researcher advocates” or “user advocates” lurking out there, my view is less centered on the specific institutional term for the “customer” (I actually like that one, regardless of some of its implications) and more on the customer himself. My personal experience is that professionals tend to be very profession-centric, and expect their customers (ooh, that word again) to accept it. Good luck.

Personal experience?

When I was taking museum studies courses, as well as in the jobs I have had in or with museums, we learned about a concept called “visitor advocacy.” This concept was part of the evaluation/mission centered concept that was theoretically (and often actually) accepted as part of modern museum practice. In theory, the “advocate” tries to see the point of view of the visitor and incorporate it in professional decisions, and maybe even serves as an actual surrogate in advocating that point of view in professional discussions. I searched in vain for a similar concept in the archive literature and found that the archivists accepted no such concept as “user advocacy.” There were many things in the literature that suggested a “user adversary” was an acceptable concept, but little that suggested seeing the users’ points of view was important. (I apologize to Elsie Freeman Finch, in any version of her name under which she published. There were a handful of others out there that advocated the importance of use and users. She was the one consistent voice I found. I hope she won’t be offended to know that she encouraged my heresy.) This was no surprise for it all fit with my personal experience as a researcher.

When one of my mentors, a history professor and former state librarian and archivist, suggested that I do my graduate work in public history, maybe even in archives, I was astounded. He had heard my stories of how difficult it was to pry information from archivists, museum staff, librarians, historians and archivists (yes, I wrote “archivists” twice. They were the biggest thorn in my flesh, though, to be fair I had to actually go through them to get to my material more often than those others, so they would have been the largest segment of my informal research population.) He knew my research had spanned a couple of decades, been both professional and non-professional, and covered multiple areas of interest, multiple types of institution, and multiple geographic locations. He knew how little I appreciated the way these professionals often managed to waste my time, while making it clear that their time was of value and mine was not. He knew that I was very frustrated when one assumed superior knowledge that he or she did not, in fact, possess, or made it clear that I was fortunate that they happened to be there and allow me to use “their” collections, and how I felt that customer service should be the first course any of them took in their course load. He knew my opinion on archivists trying to restrict access to public material, improperly applying what they believed to be arcane laws and regulations (“Sorry. You will have to check but I think there may be a copyright restriction on that, so I am not sure I can let you have it. In archives, we abide by copyright law.” “Ma’am, it was written in 1842! Are you kidding me!”- True exchange in a major repository.) He further knew from his years of teaching, working on major projects and working with historical associations for professionals and students that, although he had not seen a study to the effect, my experience was common with other researchers, particularly students and “amateurs.”

Dr. Smith smiled (he had a subtle smile, was slow to speak, but his statements were always worth listening to) and said that this had been his experience as well, even when he was in the field, though there were many good archivists that did not behave that way. He suggested, among other things, that perhaps the profession needed more people who could speak from the researchers’ points of view and someone who was interested in finding out what they needed and being their advocate. I chose to work at being a public historian, and now, to a large degree, practice that field in the world of archives. But not just archives, so I am not just a “user advocate,” but an “other-side-of-the-desk” advocate, or as it has become, an “other-side-of-the-desk-er.”

I once complained at a grocery store that was part of the dominant chain in our area about a service issue. The manager told me that if I didn’t like it I “could go somewhere else. Oh, wait, there isn’t anywhere else!” There are now several chains in major competition with that one, which is losing the battle. When you drive by a major grocery store for several days before Thanksgiving and there are few cars in the lot while two of its competitors have folk cruising around looking for parking, it says something. Archivists, always secure in the knowledge that their collections were unique and they have until recently been “the only game in town,” should take note and read about the budget cuts, lack of financial support, and professional worries about low gate counts that have become pervasive topics in the professional news today. We are not the only choice for the “customer.” We cannot afford the attitude of one of my employees from my days in the restaurant business, who remarked that there were too many people coming in and he thought it would be a great job if we just didn’t have any customers. If we build that attitude, they may not come.

The Heretic


The Heretic is the nom du plume of a historian and archivist who works with the public and in religious institutions. He has been accused by others in his professional world of “heresy” as a historian, archivist and Christian (not formally, of course.) He does not zealously guard his identity, but on occasion voices opinions that he feels might embarrass others. It is out of respect for those persons that he uses the pseudonym. When he is convinced that it no longer serves a purpose, he will discard it. It is really just in fun, anyway. Most people who know him recognize the source of his words, or so he believes.

Once again the question of mission and “serious” researchers versus, say, genealogists/family researchers, came up in conversation several times in the same day. Speaking as a religious archivist (meaning archivist of a religious institution, though I think other interpretations would also apply) I find that “mission” tends to be more of an up front type of thing this work than it is in my other job working in a secular instirution. Still, since that said secular job is in the public sector, mission is, or should be vital, regardless of how obvious it is to staff or patrons.

The impetus of the conversations just mentioned was the discussion among various parties of a program in which I am slated to participate. It was along the lines of the old and ongoing discussion of how archivists feel about the working with genealogists or how genealogists interact with archives staff.  I was asked to be part of a workshop/presentation on doing genealogical research in religious institutions. I was most pleased to do so because I had originally included, as part of my Master’s thesis (it was removed at the direction of my advisor,) a look at how under-utilized such institutions were by genealogists, and I realize that genealogists are the bread and butter of many small repositories and historical societies. I was also pleased because I feel that our collection has much to offer a variety of researchers and our mission is to help people connect to the information they need, regardless of their purpose.

You see, our parent organization requires (at least in theory) that units of the church organization justify their existence by demonstrating how they support the mission of the church. Providing people information about our church, our faith, and those who were involved in it, serves an evangelical purpose as well as other purposes that it might fill. The Discipline (a primary governing document) of our church specifies openness in records as being in keeping with the spirit and practice of our faith. It is easy for me to accept that advocating use of our material is the fulfillment of the mission of our repository. All the other activities, including preservation, arrangement and description, etc., in fact exist to support that use.

The same is true in the public sector institution where I work. There is a mission to provide information to our users. All our other activities really work in support of that mission. To that end, I send researchers to other repositories that might help them if we do not have what they need, I try to discern what skills they have or need to successfully conduct and complete their research, and I try to be open to the idea that there are all types of researchers who have all types of motives for researching. It is not for me to determine who is “serious” and who is not. In our world, genealogy and some specialty research areas are our bread and butter, providing a large percentage of the gate count and comments that persuade those with the authority to give us the resources we need to do our jobs. Yet many of my comrades in arms wish we could just spend our time with serious researchers. I find myself wondering what, separate and apart from the fact that no patrons (read “customers”) means no resources and no jobs, they think our purpose would be in preserving and arranging documents and images if our gate count dropped by 75%-plus? There still seems to be the attitude I experienced at a restaurant I managed in another lifetime; one where an employee actually said “this would be a great job if we didn’t have all those customers.”

By the same token, in a religious archives, at least one with evangelism, apology (traditional sense of the word,) or explanation are a part of the mission, should we not take every opportunity to reach out to any type of researcher? Should we in either case, religious or secular, put ourselves in the position of deciding who is worthy of our safeguarded treasures? Is that our job, our trust? If so, to what end? I have trouble thinking of an ethical one. But comments are, as always, welcome.

The Heretic

The Heretic is the nom du plume of a historian and archivist who works with the public and in religious institutions. He has been accused of heresy as a historian, archivist and Christian. He does not zealously guard his identity, but on occasion voices opinions that he feels might embarrass others. It is out of respect for those persons that he uses the pseudonym. When he is convinced that it no longer serves a purpose, he will discard it. It is really just in fun, anyway. Most people who know him recognize the source of his words, or so he believes.

This is free flowing thought, and so may be updated or edited later. It should be noted that some of these issues are related generally to archival practice, and even other fields, but the context is of discussions between church historians and archivists, so there is some good old fashioned religion in it. Make of it what you will.

I have heard it said in more than one work of fiction by the bad guy/gal de jour that it isn’t about the money, it is about the power. That seems somewhat grandiose when applied to my profession, but essentially the same theme, on a smaller scale, intersects my world on a regular basis. It is about control. If control is different than power, or is not, so be it.

I was talking with a colleague the other day about the change in the way churches (we are both archivists in religious institutions) are changing the way they produce and maintain denominational/connectional records. Those records created by the larger bodies, the corporate entities if you will, as opposed to the local church congregations or smaller organizations, are totally in the hands of the creators and the IT departments. Techs maintain the records, not the administration of the church body, and the historians never see them, much less receive them for preservation. In many cases minutes of very important meetings are not shown to anyone outside the meetings, with at best summaries given out to the general laity. There is no mandate that the records of the activities of the church be retained for historical value or any methods in place to do so. This also means, of course, that the leadership of the church is less accountable to the general body.

I mentioned that I had found it particularly distressing when I was “leaked” the details of some motions made during a major meeting a year or more ago and found that they did not conform to the summaries I had been given to place in my collections. Was someone deliberately attempting to change “history?” Who knows? I do know that the summaries, which had been generally circulated, gave a very different picture of what was discussed than did the actual record.

We discussed differing ways that denominations/conferences/what-have-yous approached records. We found it interesting, for example, that while the Discipline of the United Methodist Church states that meetings and records, with a few exceptions, are open to the public, the very book that proclaims that fact is under copyright protection, preventing reproduction, and on-line versions can only be had for a price. While I understand recouping cost for printed materials, the idea that a member of an organization that is supported financially by its membership, must also pay for access to the primary record of that organization seems strange to me, particularly in light of that very document’s purported stance on openness of records.

On a smaller scale we discussed the changes in technology that are affecting access and records, as well as being tools for many types of organizations, and the lack of willingness for churches to use social networking, blogging, twitter, wikis, etc. (collectively Web 2.0 technology, although Web 2.0 more accurately reflects an attitude about use of the Net than the tech itself) to connect and communicate. I had already discussed with others this unwillingness to use new technology to cross borders, time, and generational boundaries, and the general consensus in my crowd is that if the existing church cannot control it, they are afraid of it. (Sort of like the Jewish establishment in Judea about 2000 years ago in regards to a certain outspoken Rabbi. Couldn’t control him. Eliminated him. At least they thought so. Not that we are him, but we strive to be influenced by him.) Each of us in the group has had preachers and church staff members tell us that we will use such technology when we are ready. That we can only use blogs if we can control what people say and the comments people make. That we just don’t have the people to do this stuff (meaning the proper people I guess; in each case we as individuals have volunteered to do the tasks and recruit others.) In short, we can’t do what we can’t control. Like the hierarchy that doesn’t want to let its actions to fall too closely under the scrutiny of the underlings, the lower levels of church establishment fear the unknown.

Fear the unknown. It’s a church. Anything wrong with this picture? (Let’s see. People suggesting they can make statements about faith, testify, bring people together across great distances, discuss, debate, pray, share, support, evaluate so they can do it all better and pass it on to other generations. Nope. That won’t work. Can’t have that. Must be controlled. What if someone feels led by the Spirit to say or do something that I didn’t feel led to do?)

This is not new to archivists of my stripe. The profession has been struggling for several decades to establish its role as a recognized profession, one able to set the standards of education and practice, of control. Yet at every turn someone comes along and points out things that do not fit into the box that the profession is trying to construct. Of course, the profession has the option of adjusting its mission whenever it so chooses. It has not yet so chosen, but may do so one day, or one day have no choice. Many of the records it so zealously desires to preserve are not created in a context that its members understand or in a format that they know how to preserve. They will either have to release their control over these records to another profession, concentrating only on the past as it is today, or change their methods and mission. This is the same dilemma the church faces; has always faced.

And as a historian I see it from the other side. I have done research in places that took it as granted that I needed their material badly enough that I would do what they said I must, that they were in control. There are doors that I will not likely ever darken again because of this, some of which open into institutions that I have noticed have lost budget resources, staff, and donations because they could not keep a research base large enough to justify their previous level of support.

I don’t know if I am right or wrong, or if the archives world or church will change. In the meantime, as I have usually tried to do, I will choose to follow a still small voice, even if it contradicts the greater wisdom of my church structure and my profession. What else can I do?

The Heretic

The Heretic is the nom du plume of a historian and archivist who works with the public and in religious institutions. He has been accused of heresy as a historian, archivist and Christian. He does not zealously guard his identity, but on occasion voices opinions that he feels might embarrass others. It is out of respect for those persons that he uses the pseudonym. When he is convinced that it no longer serves a purpose, he will discard it. It is really just in fun, anyway. Most people who know him recognize the source of his words, or so he believes.

I sat in a meeting of people from the historical society of a Methodist Church Annual Conference the other day. These are wonderful, history-minded people and I have a great deal of respect for them all. They have given many more years of service than have I, even if mine were to be multiplied by a factor of 3. We do, however, disagree on a few things. Do note that I am a trained historian and archivist and have a passion for old things, seeking hidden information about the past, and a great respect for tradition. I even recognize that in some cases, tradition for tradition’s sake is a valid position, at least to some extent. That said, I could not help but be reminded that sometimes we develop inertia and cannot see when we have mutually exclusive positions on subjects.

It was déjà vu all over again (I don’t know if that is a true Yogi Berra-ism or not.) The discussion had an eerie similarity to conversations I had been part of in local churches regarding worship and programs, meetings I have had with staff of a public library special collections division, board meetings for archivists’ professional groups, and my professors when I was a student. It essentially had two components.

The first was my explaining my belief that technology is changing the very nature of how we communicate, manage and access information, and how we interact with each other.  At the meeting in question, I suggested that many younger folk are growing up in a world where they are used to doing things in both the “real” world and a “virtual” one. They expect to use fast, free, and easy tools to interact and to access information. My suggestion that we might publish our journal (it is 6-7 years behind schedule, in part because of issues with printing and binding) in pdf format so we could reach more people, save money, and by-pass the printing problems, was not well received. The rest of this component of the conversation consisted of the other members of the group explaining that most of the members were older, didn’t use such technology, and then dismissing it.

We then moved on to the next component of the conversation, just as we have done in the other situations to which I referred. What were we going to do about the absence of younger folk, of “new blood,” in our organization? No one could think of a way to reach out to the next generation and persuade them to come into the fold. I have gone through this too many times to argue. I just find it paradoxical that so many folk want to veto the use of the tools that a whole generation, (actually portions of several generations,) routinely use as among their primary methods of communication and research, and then wonder why no one will storm our doors and beg us to let them in.
This is not new, of course. What we really want is for a new group of people to come along who will agree to see and do things our way and carry on our work in the way we wish it. We tend to see our ways as the traditional ways. This seems to be based on our place in time, however, not in history. The way we do things tends to be viewed as the way it was always done, or at least as the final stage of an evolutionary process that need no longer progress. Don’t mess with it.

When I was in another church than I attend today, a woman who was adamantly opposed to “new” music in the church gave us a list of 5 songs that were examples of the type of music she thought we should have in the services, the music that was traditional even when she was a girl. I checked the songs and 3 were written when the woman was a girl or a teen. The other 2 were less than a decade old when she was born. The music our young folk wanted to sing included some written over 20 years before they were born. The definition of traditional was (is?) that with which the person defining the word is familiar.

Some years ago archivist Terry Cook wrote a short history of the evolution of archival science*. He noted that many of the best practices in America today, including the ways we treat original order, fonds, context, etc., evolved over time. Articles published in various texts on the history of the Society of American Archivists and National Council on Public History show that many of these practices have only become standard in the lifetimes of current practitioners. I wince when I hear that adaptations to various methods should be viewed as violating centuries of accepted practice. Yet I have heard those words from professionals. I still recall sitting in New Orleans for SAA a few years back and after listening to a couple of presenters explain how exhibits and outreach were part of their institutions’ missions, the next presenter said that if that was the case they needed to change their missions. In his view, the purpose of archives was, and had always been, to preserve the records. Period. All the rest was extra stuff you did if you had the resources, but should never be part an archives’ primary mission. (I wish I could recall the name of the presenter. I wrote a little paper on how important use was to preservation of records and wanted his opinion, but I came in late and never caught the names of the presenters.)

Of course, all this is part of the on-going discussion of the purpose of archives, the role of the archivist, and definition of the profession. A discussion where I find I tend to hold the minority opinion much of the time and the one where I received the title of heretic.**

The Heretic

* Cook, Terry. “What is Past is Prologue: A History of Archival Ideas Since 1898, and the Future Paradigm Shift.” Archivaria 43 (Spring 1997): 17-63.

** I have often been told things about myself ranging from I was outside the mainstream of thought to I was opposing the standards of my profession. A couple of years ago, a member of a religious archives roundtable branded an idea of a colleague, with which I agreed, heresy. When I mentioned it to a former professor, he agreed, but said that I had always been a bit of a heretic. Less than a year ago, at a regional archivist conference, I expressed some ideas about the importance of use in archives and a fellow member of the organization looked me in the eye and said “My God! You’re a heretic!” In a discussion with some religious archivists later, the same woman who had used the term “heresy” a year or so later said the same thing. My friends kept it up, half jokingly, I think. I have also been told that I am tilting at windmills when I point out that many of the rules in the Discipline of my church are routinely ignored. Some of the leadership, clergy and lay, have informed me that the rules are inappropriate and should be ignored. They maintain, perhaps with some accuracy, that their view is orthodox. At any rate, I have accepted the title of heretic. Few have told me that I am being too hard on myself.