Tag Archives: Ethics

OHD_RPT_0296 SDH oral history strategy

Seaton Delaval Hall Oral History Strategy

V1

Hannah James Louwerse

1. Aim

The overall aim of the strategy is to embed oral history practices into the Hall’s existing research activities to create an ongoing process of collecting, interpreting, and sharing oral histories.

2. Roles

2.1 Core Oral History Team

The core oral history team consists of the General Manager, the Collections and House Manager, and the Volunteer and Community Officer. These members of staff already lead and support the volunteer Research Group. Their added responsibilities will encompass:

  • setting up designated oral history training for volunteers and staff;
  • organising the recording of new oral histories;
  • recruiting volunteers for the recording and processing of oral histories;
  • offering emotional support and guidance to the interviewers and transcribers.

In addition, this group will make up the reviewing team in charge of checking sensitive content in both the archived and newly recorded oral histories. They will also lead the oral history review which will take place annually during a Research Group meeting.

2.2 Supporting Site Staff

Although the Senior Communication and Marketing Officer is not part of the core oral history team, their contribution is essential for the successful implementation of the strategy. They will advise the core oral history team in matters related to the Hall’s reputation and data protection issues.

2.3 Supporting regional NT staff

Identifying and recruiting candidates for oral history interviews will require drawing on the expertise of regional National Trust staff, such as people business partners, estate managers and cultural heritage curators in, for example, archaeology.

2.4 Volunteers

Conducting interviews, managing data, and transcribing or summarising new oral histories will to a large extent be executed by NT volunteers. Equally, they will play a vital role in the researching of the archived oral history recordings.  

3. Collecting oral histories

3.1 Scope and Focus

There are two forms of oral history which the Hall is aiming to collect:

  • institutional memory
  • histories of the cultural fabric of the Hall and the surrounding area

The recording accounts on the maintenance, restoration, and management of the site will help the Hall build an institutional memory. Collecting this information will create a collection of recordings which demonstrate the wide and diverse range of work done to preserve the site, its collection, and its history. It also avoids the loss of knowledge that occurs when an individual leaves the Hall. Histories of Seaton Delaval Hall’s cultural fabric will include recording information and stories about the collection, the hall, the gardens, and the surrounding area etc.

3.2 Pro-active Collection

The oral history is to be collected in a pro-active fashion, fully into the Hall’s knowledge gathering practices. Moments for potential collection are, for example, when a new item is acquired; as part of a research project; after restoration work; or when a significant person visits the Hall. More moments of collection will emerge as oral history gathering becomes a common practice on site.

4. Recording and processing oral histories

4.1 Training

A handful of staff and volunteers can be trained in oral history interview techniques, processing the recordings, and analysing the oral history material. Training sessions should be arranged at regular intervals, e.g., every three years. An analysis of training needs and requirements will be reviewed annually during a Research Group meeting. The training can be done through the oral history society or through Northumberland Archives.

4.2 Interim Storage

An interim storage solution needs to be arranged with the IT Department and Data Protection Office.  Both have specific requirements for digital devices and Microsoft SharePoint.[1] In addition, there are restrictions on what external devices can and cannot be connected to Trust computers. Until a solution has been arranged, it is best to follow two main principles of digital storage: keep the recordings in three different locations and ensure those locations follow data protection law.

4.2.1 List of stored material

All material listed here contains personal information.

  • Audio files (a WAV copy and a MP3 copy)
  • Interviewee data sheets
  • Recording permission forms
  • Copyright and reuse forms
  • Summaries and/or transcripts
  • The Seaton Delaval Hall oral history catalogue

4.3 Ethics

4.3.1 Paperwork

There are two ethics forms necessary to collect and archive an oral history recording:

  • a Recording Permission Form
  • a Copyright and Reuse Form

The Permission Form must be signed before the recording device is switched on. The Copyright and Reuse Form is signed after the interviewee has read the transcript/summary of their recording or has listening back to the audio. The Copyright and Reuse Form allows the interviewee to close all or part of the recording for a set amount of time. Note that both forms contain personal information and therefore need to be stored in adherence with data protection law.

4.3.2 Sensitivity checks

Sensitivity checks are the responsibility of the core oral history team. They will read or listen to the oral histories and assess whether there is any sensitive content. Sensitive content comes in two forms:

  • information the interviewee might not want out in the public domain
  • information that could upset the listener of the recording

If the former is flagged by the core oral history team because they believe the interviewee might not want to share particularly information publicly, they should mention this to the interviewee before they sign the Copyright and Reuse Form. This may result in the interviewee wanting to close a particular section of the recording. If the team finds material which fits the latter, any sensitivity warnings should be added to the index.

4.4 Indexing

The spreadsheet created for indexing the Hall’s oral history recordings allows for easy tracking of progress and searching. It is also compatible with the British Library’s method of cataloguing in case the recordings are at some point donated to the British Library. The index contains personal information and therefore needs to be stored according to data protection law.

4.5 Transcripts and Summaries

The strategic aim is to create both a transcript and a summary for each oral history recording. Transcripts are essential if the audio file is lost or is corrupted. Interview summaries allow for content to be described in more searchable terms.

5. Archiving

Oral history recordings can be archived at Northumberland Archives. However, backup copies should be kept at the Hall in case the recording is also archived at the British Library. This is especially crucial since Northumberland Archives only excepts MP3 files and the British Library requires WAV files.

6. Reusing oral histories

In connection with the Hall and the collection, oral history can be used in interpretations and exhibitions. In addition, new staff or contractors can access the hall’s institutional memory and learn about their predecessors and their work by listening to the stories shared. The overall objective is for oral history to be a fully integrated and accessible resource, equally available for consultation as any item in the collection.


[1] For example, the IT department does not want WAV files to be put on SharePoint because they are very large, while the Data Protection Office requires all personal data to be stored on SharePoint.

OHD_WRT_0257 Possible activities and outputs of placement at NCBS

Summary of placement activities and planned outcomes

Original:

During this placement I am looking to do a critical investigation in the past, present, and possible future culture of the archive at NCBS. I will have meetings with current members of staff and others who have previously been part of the archives’ eco system. The main aim of this placement is to look at how an archival habitus is established and how it might be enhanced and supported through the systems and processes of the archive. I will also engage with the day-to-day activities of the archive, which will include experiencing the day-to-day collection of archival materials and public engagement projects.

Levels of Access

If Archives at NCBS is thinking of scaling up and moving material online there are several issues to consider, especially when expanding public access such as, data protection, copyright, the format of the material, to name but a few. And because there are so many factors, different archival material will require different levels of access. I am interested in, how decisions are made about levels of access are and how access is assigned [GS1] to archival materials. Access to oral histories can be especially tricky. I believe tackling this issue will involve identifying the different spaces where people can access material, what the terms and conditions are for each of these spaces, and a matrix which helps categorise where individual archival material can be put.

Institutional memory and the grant cycle

More than 60 students and professionals coming from a variety of career backgrounds and age groups have worked within the walls of Archives at NCBS. This richness of diversity has made the Archives into the innovative and open space it is today. However, this situation does have its drawbacks especially in combination with the grant cycle. A grant often requires things to be achieved within a set time limit, meaning you want to waste as little time as possible. You do not want the new intern spending a lot of time learning all the unexpected quirks of the Archive, exploring ideas that have already been tested, or establishing relationships already established by their predecessors. So how do you avoid losing time? How do you transfer institutional memory from one intern to the next? This is something I would like to explore and attempt to find solutions which help people pick where others left off allowing the Archive to work more efficiently within the grant cycle.

The Archives at NCBS and NUOHUC collaboration project[GS2] 

This is probably something to be explored further down the line when certain meetings have been had. From what I have deduced from the few conversations I have had about this project; some thought needs to go into what exactly will be collected. This includes archival material, as there has been mention of getting oral history participants to draw, and legal material as there might be cases where participants are unable to read certain forms. I am happy to contribute my thoughts to this project as I am interested in the relationship between the producers of archival material and the archive.


 [GS1]Unsure if this is what you mean…

 [GS2]Excellent points

OHD_BLG_0034 21st Century Ghost

Have you ever heard of the twenty-first century ghost? You have definitely seen it and heard it. It hides in many places, but its favourite spot is in the pocket of your trousers, next to you on the table or in the palm of your hand. The ghost of the twenty-first century lives in the interactive rectangle that is your smart phone. This ‘digital urn’, as described by Kirsty Logan in the podcast series A History of Ghosts, is filled with your voice, your face, your ideas, your questions, your life. Every day we work on growing our own twenty-first century ghost by feeding it incredibly personal information and preserving it in our digital urn. But our twenty-first century ghosts’ range is not limited to our smart phones, they spread across the world, roaming around social media servers and traveling in the inboxes of other people’s digital devices. The average person has no control over what can be found in their digital urns, what past lives the ghost can expose and havoc it can cause. 

Some people have a different type of ghost, one that is a little more timid and introverted. If you have ever taken part in an oral history project you probably have such a ghost; a recording of your life’s story told by you living in an archive staying put until someone calls on it. In order to put an oral history interview into an archive and create an archival ghost, one has to fill in what seems endless ethical approvals, consent forms and permission slips. These documents are there to highlight the potential “dangers” of having something in an archive: how you privacy might be violated or how someone could misuse your testament and twist your words. Social media sites do a similar thing, only they condense the stacks of paper into one tick box. Clearly the archiving process is more transparent in comparison to the methods use by those in the Silicone Valley, which at best are questionable and at worst violate basic human rights, however transparency does have its drawbacks. 

The reaction people have to this transparency is similar to that when you ask some people to travel by air. People are terrified of flying because they are fully aware of how wrong it can go, but statistically it is a lot safer than walking to the corner shop. Just like the designing an aeroplane, archiving an oral history has to follow certain rules from the start, because those involved, aerospace engineers and oral historians, are fully aware of the chaos and pain it could cause if the systems fail. Having these restrictions is seen as more ethical, but it also inadvertently puts disproportionate emphasis on the dangers of archiving (and flying). In opposition, walking, like the ticking of the terms and conditions box, is easier and it delivers blissful ignorance to the high probability of being hit by a car or having one’s data stolen. Unlike the oral historians and archivists, the developers of the uncomplicated tick box view their users as nothing more than data sets and potential profit. Some could say that this has led them to be dismissive of a human’s right to privacy and be vague when it comes to revealing the true cost of using one of their platforms. However it seems that by not drawing attention to terms and conditions, people have become very happy to hand over their personal information.

The existence of these two ghosts, the restricted and timid archival ghost, and the free and uncontrollable twenty-first century ghost, makes the people’s relationship to their privacy seem incredibly distorted and ill-informed. It seems odd to trap the archival ghost with paperwork in order to protect their corresponding human, when that exact human is completely content with sharing every single part of their lives with strangers on the internet. However, it is this sharing that is key to success of social media. By giving up their privacy the users of social media are granted access to a huge network of listeners and viewers. After all a story is not a story if there is no one to listen to it. By the same logic if the oral history is never reused, the archival ghost is never called upon and the story is never listened to, its very existence becomes void. So this raises the question: should we even bother archiving oral histories in the first place if the paperwork blocks it off from listeners? For the sake of my research we’ll say yes, in which case let’s follow it up with the question: should we be more like Silicone Valley and be a little less pedantic when it comes ethics? 

For now I am going to go with yes and no. The current process around ethical archiving does need updating but because I also fundamentally believe that Silicone Valley is wrong and I think people are starting to catch on. People are becoming increasingly aware of what their twenty-first century ghost might expose. For example, a growing number of people are being ‘cancelled’ because the public have dug through their digital urn and found a tweet they sent when they were twelve and used a term that is now considered very derogatory. There is also a generation of people, who are unhappy with their parents relentless ‘sharenting’. Sharenting is the practice of posting everything your child does online, which results in the child having a data presence before they can even speak and therefore give consent to its existence. This faint atmosphere of mindfulness around posting, uploading and sending is descending over the digital world. People are reflecting on the ghosts they have created and are now trying to do damage control. 

Currently the archival ghost and the twenty-first century ghost are two extremes on the scale of privacy and its corresponding ethics. However, the increased awareness around the rabidness of the twenty-first century ghost is pushing it along the scale in the direction of the archival ghost. I believe it is now the turn the archival ghost to make a similar move towards the centre. There needs to be more innovation when it comes to the ethics of archiving because at present it is stopping people listening back and that is truly a shame. People bond over sharing stories, they create communities around the most random of things and social media proves this. However social media also showcases perfectly the consequences of condensing very complicated ethics into one tick box for the sake of ease. Changes need to be made on both sides of the scale. By observing the current situation on each side, investigating the pitfalls, challenges and opportunities, and reviewing how different people in the respective fields are attempting to solve these problems, we can start seeking an equilibrium and find a balance between private and public. This managing of our ghosts is a strange and distorted process that is only in its infancy, but hopefully by the end we will be able to free the locked up archival ghost and calm the twenty-first century ghost. 

OHD_WRT_0177 NT oral history experience

To date I have collected ten oral history interviews with a wide range of people associated with Seaton Delaval Hall, from former residents to National Trust staff and volunteers. Overall, the experience has been positive for both myself and those I have interviewed. I have enjoyed listening to their stories and many have told me after the interview how much they enjoyed the experience. It is important to note I am recording under Newcastle University and not the National Trust. This means I need to follow the university’s ethics and data protection policies. However, during my three-month placement at Seaton Delaval Hall and my efforts to get the recordings archived, I developed a better understanding how recording oral history within the National Trust works.

If you type oral history into Acorn you get “the guide to setting up an oral history project.” Although sadly many of the links to other Trust oral history projects are dead-links, the guide gives a good foundation to recording oral history. The emphasis of working with The British Library and getting training from the Oral History Society which can be paid for by the Sir Laurie Magnus Bursary is great. I have come across many oral history projects where archiving is very much treated as an afterthought, so it is refreshing to see how the guide encourages working with an archivist throughout an oral history project. However, both the guide and the current permissions and copyright assignment form, which is to be used for archiving the recordings at the British Library, are not completely up to date with regards to data protection and the copyright assignment. There is little to no mention of GDPR and the copyright assignment looks a little too simple if compared to what copyright, data protection and licensing experts, Naomi Corn Associates, currently advise.

It is also important to point out that in the guide there is no mention of the ethical issues you need to consider when recording oral history, only a small paragraph on what to do in case the interviewee gets upset. Because I am recording oral histories via Newcastle University I had to go through thorough ethical approval. There is no such process within the National Trust.

Another slightly out of date element is the storing of the oral history recordings before they are archived. The guide focuses on an electronic cascading file system, which is fine. But it does not discuss the devices where these files need to be stored and I am pretty confident that the way the National Trust stores its files has clearly changed since the writing of this guide. I contacted the data protection office and they informed me that an oral history recording and its accompanying metadata needs to be stored on SharePoint for data protection reasons. This seems completely logical, only I was also informed by IT that they would prefer it if people did not have large WAV files on SharePoint because this interferes with the Trust’s carbon neutrality aims. I would also like to note that the archivists I have talked to emphasise that a digital file only exists if it is stored in three different places with at least one of them not being cloud based. There is therefore a slight conflict between data protection and IT, although I was later offered to upload my WAV files to the Seaton Delaval Hall SharePoint, after I mentioned this issue to a member of staff.

In addition to dissecting the Trust’s guide to oral history I have become familiar with the British Library’s cataloguing system – cadensa. It is definitely not the most user-friendly interface and the software company that developed it seems to no longer support cadense, which is slightly worrying. The National Trust audio collection at the British Library is their biggest collection with over 1000 entries but access to these recordings is limited due to the cadensa software. From the contact I have had with the British Library they are aware of their limitations and understand they might not be able to offer the best access to archived recordings. They are after all also working with limited resources.

What I believe I am able to concluded from my experience doing oral history recordings on a National Trust site, is that the foundations are there but they just need updating. By bringing together oral historians, IT support, the data protection office, archivists, and copyright experts one could easily update the guidance to make the process safer and more ethical.

OHD_WRT_0172 Chpt. 01 History of oral history tech

Chpt. 01 – The History of Oral History Technology

“The history of progress is littered with experimental failures.”

– Victor Papanek, Design for the Real World

Let is take a moment to contemplate the MiniDisc. Developed by Sony in 1992, it was meant to replace the cassette, with its ability to edit and rewrite recordings, and 60 – 80 minutes audio storage, it was the hot new thing that was going to change how we record forever. Fast forward thirty years or so and the MiniDisc has become one of the textbook examples of a failed technology. For oral historians and sound archivists the promises made by the Minidisc were never fulfilled but for different reasons. For oral historians it was difficult to use when recording, and for sound archivists it was incompatible with certain editing and storage softwares, and sharing files was not universally possible (Perks, 2012). Today there still is a disconnect between what oral historians want from technology, what sound archivists want from technology, and what the technology actually offers. It is a three-way relationship where no one is completely satisfied. Oral historians wish technology to provide them with the tools to better contextualise their archived oral history recordings and utilise the orality of oral history recordings, even though oral historians have heavily relied on transcripts for years (Boyd, 2014; Frisch 2008). Archivists simply want a technology that will last and ensure access for many, many years to come (Perks, 2012). Technology however does not exclusively cater to oral historians and sound archivists, but supplies far more lucrative fields and is therefore more likely to bend to their needs and desires (Perks, 2012). This means there is a gap in the market for technology that satisfies oral historians and archivists. Over the years there have been several attempts to fill this gap. I say attempts because no one technology has completely fulfilled oral historians and sound archivists wishes, some are very close but complete adoption has not yet been achieved. To some extend this is due to people having their fingers burnt too many times, I refer back to the Minidisc. Alongside the differing needs of oral historians and archivists, there is the tension between the techno-enthusiasts and the techno-phobes. While some oral historians, like Michael Frisch greet the technological age with much enthusiasm others, like Al Thomson have taken a slightly more cautious approach (Frisch, 2008; Lambert and Frisch, 2013; Thomson, 2007). Although truth be told it is difficult to constantly be aware of people’s feelings towards technology as it is so rapidly evolving. When Al Thompson wrote about about the digital revolution in Four Paradigm Transformations in Oral History, Youtube was only two years old and social media sites were not as prominent as they are now. Rob Perks wrote Messiah with the Microphone before the huge revelations around the NSA and GCHQ surveillance in 2013 and the Cambridge Analytica scandal post-2016. Not to mention the colossal impact the COVID-19 pandemic had on both the fields of oral history and archiving and their relationship with technology.

Nevertheless, taking all of this in my stride, in this chapter I wish to explore the attempts made to find a technological solution to the problem of archived oral history recordings as my project makes up part of this bumpy ride. I wish to take a moment to reflect on the history of oral history technology, investigating what has happen so far and what I can learn from my predecessors. Above all what I am looking at is why they failed. At face valued this seems cruel but in reality any story about innovation is a story about failure (Syed, 2020, p.43; Papanek, 200, p. 184). The trick is to look failure in the face, something designers are repeated credited being good at (Syed, 2020; Kelly and Kelly, 2013). So that is what I am going to do. I, a designer, am going to visit my ancestors, the endeavours that sadly failed, and my elders, those who are still battling away. I shall pay my respect, listen to their stories and warnings, and build the foundation of this project. My journey starts with a visit to the graveyard of oral history technology. 

Welcome to the graveyard

The oldest plot in the graveyard of oral history technology belongs the TAPE system. A system devised by Dale Treleven in 1981 at the Wisconsin State Historical Society, that encouraged users to access oral history tapes in a way that puts ‘orality’ at its centre. Naturally it was deemed to much and not shiny enough (Boyd, 2014). The second oldest and rather grander plot belongs to Project Jukebox. Developed at the University of Alaska Fairbanks at the start of the nineties it was described as “a fantastic jump into space age technology” (Lake, 1991, p. 30). However according to Willam Schneider, one of the developers, it was more like a “stumble” into digital technology with the naive hope that it would save time and money (Schneider, 2014). There is mention of CDs, dial-up technology, and software support provided by a corporation they refer to as Apple Computers Inc. (Lake, 1991; Smith, 1991). Project Jukebox did not fully make it out of the twentieth century, but it definitely started trend. Next to Project Jukebox lies the grave of the Visual Oral/Aural History Archive or VOAHA. Sherna Berger Gluck at California State University, Long Beach was deeply inspired by Project Jukebox during the creation of VOAHA, specifically their approach to ethical concerns surrounding sharing oral history recordings and its ‘boutique’ nature (Gluck, 2014; Boyd, 2014). Although this time there was a focus on ensuring that it was better connected to the web, we were after all at the turn of the millennium and the internet was getting big. Eventually both Project Jukebox and VOAHA became victims of the seemingly inevitable technological advancements and university budget cuts, however both are also survived by their ‘children’. The former has a version available online and the latter was absorbed into the university library system, not without some hiccups (Gluck, 2014).

Beside these two juggernauts of projects the graveyard is filled with similar endeavours, mostly websites copying the ‘boutique’ style interface, which remained largely the same only slight altering to fit wider developments in digital aesthetics (Boyd, 2014). An example of such website was the Civil Rights Movement in Kentucky Oral History Project Digital Media Database developed by Doug Boyd, which in his words was a “gorgeous” website that had “logical” information architecture. However, the requirements to achieve this ‘boutique’ style every time a new recording was added were too high for these larger scale oral history projects, making ventures like Civil Rights Movement in Kentucky Oral History Project Digital Media Database, Project Jukebox and VOAHA, more akin to well curated exhibitions than oral history archives (Boyd, 2014, p. 89). Another project, Montreal Life Stories, established at Concordia University seemed to whole heartedly embrace this digital exhibition format. Steven High writes how digital storytelling, using digital software to blend together various mediums into a narrative experience for a viewer, became key in ensuring better community participation in the Life Stories project (High, 2010). Sadly, although no surprising, www.lifestoriesmontreal.ca no longer links to the original project. When reflecting on Civil Rights Movement in Kentucky Oral History Project Digital Media Database Boyd admits this focus on the userbility led to a lack of consideration for the maintenance required to keep his website running. In the end it was “digitally abandoned, opened up to online hackers and eventually taken down” (2014, p. 9). Just like Project Jukebox and VOAHA, the Civil Rights Movement in Kentucky Oral History Project Digital Media Database is survived by a comparable version on the web today. I am of course unable to compare the two, however the project’s kin does seem to crudely jump between host websites and insist on opening a new tab every time. Nevertheless the same cannot be said for many of the project’s comrades which leave nothing behind bar a trail of dead links.

In another part of the graveyard lies the significantly smaller section of oral history software. Here Interclipper and Stories Matter lie side by side. Interclipper was a software most prominently championed by Michael Frisch, who in 1998 saw the market research software as the answer oral history’s archiving problem. The appeal of the software was its ability to ‘clip’ larger audio files to into more bitesize chucks and adding appropriate metadata (Lambert and Frisch, 2013; High, 2010). Sherna Berger Gluck decided to use it in her pilot project pre-VOAHA, however Gluck opted to develop her own system instead as Interclipper did not supply a digital file of the entire oral history recording alongside the clips, and its database was not compatible with the internet (Gluck, 2014). In another situation, students at Concordia University tested out the software and found it frustrating to use, worried about certain information being lost, and thought it too expensive (Jessee, Zambrzycki, and High, 2011; High, 2010). This testing was part of a wider project for developing a new oral history software, which would become Stories Matters.

Stories Matter started as an in-house database software created at the Centre of Oral History and Digital Storytelling at Concordia University. It was meant to be a software for oral historians by oral historians (High, 2010). Like all its predecessors, including TAPE to some extend, Stories Matters wanted to move away from the transcript and focus more on the orality of oral history recordings, and better contextualise the recordings. Jacques Langlois from Kamicode software was hired as the software engineer. He mostly had experience developing video games and no experience with oral history (Jessee, Zembrycki, High, 2011, p. 5). From the article written about the project the development process seemed to be a bit of a bumpy ride filled with miscommunication and endless bug fixing, in other words a classic design process. And yet as far as I can tell Stories Matter no longer exists. The majority of the links in the article on the software are dead and, although Stories Matter does have a page on the Kamicode software website, I am unable to download it.

Neither Interclipper nor Stories Matters are available to use, hence the graves. They, like the digital archives/exhibits, broke down under technological advancements, university austerity, and a lack of maintenance, leaving nothing but suggestions of their existence in a handful of papers. In a relatively short period of time this graveyard has been fill with projects initial fuelled by the promise of technology advancements only for them to left in the dust. At first this all seems to be a deeply tragic story but then I must remind you of the quote at the start of this chapter: “The history of progress is littered with experimental failures” (Papanek, 2020). So let us see what we able to learn to from all these failures.

Learning from my ancestors

After visiting my ancestors, walking between all these graves, there is a lot to unpack, but one thing stuck in my head, Doug Boyd’s story of the Civil Rights Movement in Kentucky Oral History Project Digital Media Database. The database was, according to Boyd, a beautiful site to behold, yet fundamental requirements were not met and it stop working. This reminded me of the age old debate between whether a design should be functional or beautiful. In his book, Design for the Real World, Victor Papanek writes how the most asked question by design students is “should I design it to be functional or to be aesthetically pleasing?” But this is the wrong question to ask, in fact according to Papanek the question does not even make sense, because aesthetics actually is one of the elements of function. Papanek goes on to explain how in order to make a design function you need address six elements: method, need, association, use, telesis, and aesthetics (Papanek, 2020). As I said there is a lot to unpack from my visit to the graveyard of oral history technology so to give myself some structure I will use Papanek’s six elements of function to further dissect the triumphs and tribulations of my ancestors in an attempt to discover why they are no longer with us.

Use

 I think it can be said the general aim of my ancestors is to use technology to help bring orality into the centre of archived oral history recordings and frame the recordings in a wider context. The designs were meant to be used to create a better listening experience. This is where the designs were mostly the same, their differences lay with access and format. Project Jukebox was, due to it being the 1990s, was not connected up to the internet, but projects like VOAHA, Civil Rights Movement in Kentucky Oral History Project Digital Media Database and Montreal Life Stories, had a prime aim to make the oral history recordings as accessible as possible via the internet (Gluck, 2014; High, 2010). Similarly the creators of Stories Matters decided to make their software web-based instead of being a downloadable software like Interclipper (Jessee, Zambrzycki, and High, 2011; High, 2010). When we look at format things become a bit more vague, as it was only in retrospect Boyd labeled Project Jukebox, VOAHA, and Civil Rights Movement in Kentucky Oral History Project Digital Media Database as well-curated exhibitions rather than an archives (Boyd, 2014). However, Steven High championed the digital storytelling in Montreal Life Stories, and in a paper on Stories Matters, it is mentioned that other database projects like The Survivors of the Shoah Visual History Foundation and The Informedia Digital Video Library at Carnegie Mellon were seen as too archive-like (Jessee, Zambrzycki, and High, 2011). And of course some projects focused more on creating general software, while other focused on enhancing one particular set of oral history recordings. In conclusion, even though there was the overarching aim to focus of orality and wider contexts, the use of each design changed slightly depending on their attitudes towards access and format. These discrepancy suggest there is no universal idea under oral historians as to what they want these digital designs to be and do – what they want to use them for. I imagine there is a need for multiple designs: a good exhibiting tool for when oral historians want to present their findings, and a good storage and access tool, for after the end of an oral history project when everything is archived. But the latter is where something far more fundamental needs to be addressed by these designs.

If we return to Papanek, he starts his section on use with the question “does it work?”. Clearly, the designs in the graveyard of oral history technology no longer work, thus something within use of the designs was overlooked. If these projects aimed to be archives or tools to build archives they failed, because the main use of an archive is keeping things for a long time. This leads us back to Rob Perks and his writing on the relationship between technology, oral historians, and sound archivists. According to Perks oral historians are more likely to embrace new technology which makes recording easier, while sound archives are slightly more apprehensive since the longevity of the technology has not been proven. Permanent preservation of recordings is a priority for sounds archivists which sadly none of the designs I have discussed were able to achieve. In fact there is little to no mention of sound archivists in the articles on the projects in the graveyard and not including them might have contributed to their deterioration. Designs failing because certain people were not included in the design process is a common occurrence. One of the most famous examples is the Segway, which was heralded as the future of transport by Jeff Bezos and Bono. Sadly no one decided to asked town planners where the Segway could be ridden: the street or the pavement? Or wondered whether actual humans would use this, as you could not take your kids on it, do your weekly grocery shop on it, or commute long distance (Hall, 2013). Now, the projects I have been talking about are not close to being as horrendously tone-deaf as the Segway, but if they intended to create something which would last and be used as a type of archive then something was missing in the designs. That something brings us the original reason these technologies are needed—“The Deep Dark Secret of oral history” (Frisch, 2008).

Need

The general principle of “the Deep Dark Secret of oral history” is the painful reality that archived oral history recordings spend their time collecting dust rather then being listened to (Frisch, 2008). To solve the deep dark secret of oral history the design needs to last, like an archive, yet the projects I have discussed have not done that. They have address some of the issues Frisch discusses in his paper, Three Dimensions and More: Oral History Beyond the Paradoxes of Method, like orality and context, but not, as I said previously, the requirements set by sound archivists. However, as Perks highlights with his tales of Minidisc and such, technology is not known for its longevity. I would also add, while it is often believed that once something is on the internet it is there forever, the average life span of a webpage is in fact around a hundred days. Webpages and their accompanying links move about, are removed and go missing on the expansive network of the internet all the time causing all sorts of “link rot” (Lapore, 2015). Link rot is a phenomenon I experienced many times during my research into these projects, because while the projects no longer exist, the papers on them do and they contain all the original links which have now ‘rotten’ completely. What all of this highlights is “digital fragility”. Digital networks are complicated. If we look back to the MiniDisc it was only particular softwares and hardwares matching up—a particular network—that allowed use and access. In the twenty-first century digital networks are becoming increasing complicated and therefore increasing fragile, like a giant house of cards, one wrong move and everything comes crashing down (Floridi, 2017). What we have here is a radical disconnect between the need for a solution that last and the medium chosen by oral historians to solve the problem, which has proven to be rather unstable. I am not suggesting a complete abandonment of digital solutions but a better focus on how to use it in a way that will last and therefore addresses the fundamental need of archived oral history recordings to last beyond a hundred days.

Method

An underlying with problem with how we think about technology is the perception it will deliver us the future. A far more logical and realistic way to think about technology is not to look at the latest technological developments but the technology the average person actually uses (Edgerton, 2008). In the book, The Shock of the Old, the historian David Edgerton gives examples of historical uses of technology from horses being far more important to Nazi Germany’s expansion then the V2, to how more bikes are made every year than cars, to the truly insane amount of coal we consume now in comparison to the period of the Industrial Revolution. According to Edgerton there is no such thing as the modern era, just newer and older tools being used to muddle through life as we have always done. The area of oral history technologies is not exempt from this as Frisch and Douglas Lambert suggest a do-it-yourself approach by “rummaging around in our virtual toolbox” for more cost effective, quicker, and more efficient solutions the deep dark secret, as least for now while we wait for “the optimally imaginable tool” (Lambert and Frisch, 2013). Papanek also encourages DIY. More specifically, he discusses how the relationships between methods, materials, and tools all work together to create the foundation of a functional and responsible design. For example the log cabin was the result of a large amount of trees, the axe, and the process of the ‘kerf cut’ (Papanek, 2020, p. 7). There was no need to import skilled labours, tools or materials, it was all already there, it was to an extend DIY. This type of DIY not only delivers inventive solutions but also is likely to address the foundational needs of a group in areas like cost, and allow easier reparations, again good for cost.

If we now look at the designs found in the graveyard of oral history technologies and the processes, tools, and materials used to make them, we see little DIY and a heavily reliance on newer technologies. Project Jukebox had support from Apple Computers Inc.. During the development of Stories Matters a software developer from Kamicode. Others did utilise their university’s own IT department (Gluck, 2014). However, as I learnt from interviewing the archivist who helped set up the archive at BALTIC art gallery, each software developer often has a unique way of doing things. A consequence of this is that once a software developer moves on, trying to find another who can help maintain the software without overhauling it completely is a challenge. And in all cases updates within the new technologies or the complete abandonment of them led to the project collapsing. As I mentioned in the previous section on need, digital networks are incredibly fragile and the work needed to sustain them requires expertise not everyone has. Sticking to you “virtual toolbox” and older more established technologies might make creating a solution to the deep dark secret of oral history archiving easier to achieve within the structures it is built in.

Telesis

The structures we design in and how we make our designs synthesise with these structures Papanek refers to as ‘telesis’ element of design function. As he writes: “the telesic content of a design must reflect the times and conditions that have given rise to it and must fit in with the general human socio-economic order in which it is to operate.” (Papanek, 2020, p. 17). Others have referred to this a ‘product ecology’ (Tonkinwise, 2014). To explain how the design and its surrounding structure interact Papanek offers the example of Japanese floor mats, tatami, and a grand piano. The tatami fits within the Japanese culture of leaving your shoes at the door, but in Western society where we happily walk around inside in our high heels these rice straw mats would not last long. Then again a Western grand piano, which utilises the reverberations of stone walls, would not do well in a Japanese home of rice straw floors and paper walls (Papanek, 2020, p. 18). It is similar to the previous section on methods but boarder, including cultural habits and importantly the thing that makes or breaks most endeavours – money. Up to this point I have only briefly referred to it but funding or the lack there of was a recurring obstacle in many of the oral history technology projects and in many cases it delivered the final blow to the projects (Schneider, 2014; Gluck, 2014; Boyd, 2014; Lambert and Frisch, 2013). If we view this through Papanek’s idea of telesis then we can see how the developers were deeply focused on the design and less on the design’s ecology. There is the possibility that within a different structure which offered a steady supply of money the designs might have worked, as is the case of some of the living members of the oral history technology family. However, the majority of them were developed within the structure of a university where funding is scarce and not recognising this a start of the design process is probably one of the leading reasons as to why these projects ended up in the graveyard.

Association

There is another, more nebulous element of design function that also draws on the design’s wider context; the languages and associations we use to navigate the world. Within design association is a very powerful tool to assist users in using new products. The best examples of this are the document save button which looked like a floppy disk, and the early automobiles, whose design is clearly based off horse drawn carriages. Our familiarity with already existing products helps the designer integrate new products into society, but it is also the element of function where a huge amount of manipulation can take place (Papanek, 2020). For example in certain smartphone applications the refresh motion is purposefully designed to emulate a slot machine to replicate the addictive nature of slot machines to the applications keeping the user on there for longer (Orlowski, 2019). Whether the creators of the designs in the graveyard of oral history technologies intentionally tried to play on certain associations, like the above examples, or not, I do not know. Nevertheless, this does not mean associations were still not subconsciously made by the designers and users. As soon as people started putting oral histories online they moved into the sphere of association that surrounds the internet: the world of speed, efficiency, and entertainment. This move, as Anna Sheftel and Stacey Zembrzycki discuss in a paper on the affect digital technologies are having on oral history practice, might have made oral history recordings more consumable but a side effect is people are spending less time reflecting the wider context of the recording (Sheftel and Sembrzycki, 2017). Similarly, William Schneider also warns against the allure of technology: “technology, with its opportunities and constraints, can also take over our attention, and we can get carried away with the possibilities offered and lose track of the speakers and their narratives.” (Schneider, 2014) Associations are very powerful tool, not recognising them can cause all sorts of unforeseen consequences and therefore, like all the elements I have already discussed, need to be integrated into any design.

Aesthetics

The last element of function returns us to the question “should I design it to be functional or to be aesthetically pleasing?” or “do you want it to look good or to work?” (Papanek, 2020) Aesthetics are important because humans are very ruthless creatures, if we do not like the look of something or there is a second better looking version, we reject first version. The previously mentioned Segway was, among other things, also relentless mocked for the way it made people look (Hall, 2013). Many of the projects discussed did look nice and most of them were user friendly, but because this was the creators main focus the other five elements of function were forgotten and that had devastating effects. I hope that I have made it clear that the answer to the question is: you should make it look good and also all of the above.

Measuring my ancestors against Papanek’s elements of function has allowed me to break these designs and projects down into their various components and analys each in more depth, giving me a better understanding of what went wrong. I now know how the projects addressed issues around orality and context, but am still left a little confused about what exactly they wish to make: a software, an exhibition, an archive? I understand the base need to address the deep dark secret of archived oral history recordings, and how using newer technologies and relying on outsiders’ skills makes it difficult to maintain designs in the long run. I am aware of the influence the spaces and structures the design would operate in, like the funding system and the internet, have on the fate of the design. And finally I know designs need to look good, but it cannot be the only point of focus. The main aim is to create a balance between all of the elements of function, which Papanek suggests will result in a well functioning design (Papanek, 2020). Nevertheless, I still feel there is something missing from this investigation. I understand what information could have been gathered by the developers in order to create this balance between the elements of function, but I do not know how they should have done this and how this compares to their original development processes. In the next section I will revisit the projects’ processes and see how they compare to the various development processes you find in design.

Trial and error?

The majority of the things written about the development processes of these design involves discussing the relationship between the oral historians and the tech people. With the development of Stories Matters it seems a lot of pressure was put on the single software developer Jacques Langlois, especially when it came to tracking bugs in the software. There also was a disconnect between the desires of the oral historians, who were mainly focused on the userbility of the software, and Langlois, whose priority was to make sure the software did not crash and ran smoothly (Jessee, Zembrycki, High, 2011). Still this relationship seemed rather more collaborative than Project Jukebox where the relationship in one paper is rather crudely summarised to “all the computer specialist had to do was make it all work” (Lake, 1991). These development processes prove how difficult communication across disciplines can be in collaborative settings. You have to avoid solely sectioning off parts of the problem for individual disciplines to work on, like the comment from Project Jukebox suggests. Within design allowing or encouraging ‘conflicts’ through each discipline voicing their view of the problem can be used as creative stimuli (Sterling et al. 2018). An example of these “creative tensions” happened during the development of VOAHA when the oral historians desired contextual information be presented, they engaged to an in depth discussion with the IT experts in order to come to a conclusion that satisfied both parties (Gluck, 2014).

Yet collaboration does not have to be limited to those who are the producers, Michael Frisch and others who did work around Interclipper found great benefit in “hanging out a shingle” instead of sticking solely to their own project when they were developing ideas around the management of oral history recordings in digital environments (Lambert and Frisch, 2013). The design theorist Roberto Verganti highly encourages inviting many people from an extremely wide range of fields to come to look your work or design or problem. He refers to these people as ‘interpreters’ who are able to give a different perspective on a situation which might not have seemed obvious from the onset (Verganti, 2009; 2016). By harvesting these alternative perspectives on the problem in hand, the problem is no longer a fix concept but something that changes depending on the angle you view it at. This technique is often referred to as ‘reframing’ (Dorst, 2015). The reframing of the problem is intertwined with the development of the design. Kees Dorst and Nigel Cross give an example of this ‘co-evolution’ of design and situation, or problem and solution, in the paper, Creativity in the design process: co-evolution of problem-solution, where group of design students are given an assignment to find a new litter disposal system on Dutch trains. By the end of their design period one student had reframed the assignment to also included disposing of the waste from the toilets, which previously was simply emptied out on to the rails through a hole in the train. Another student had expand concept of the litter disposal system from within the train to a wider system across the entire rail transportation network, after all you have to get the litter off the train at some point (Dorst and Cross, 2001). By reframing the assignment both students simultaneously developed a design and their understanding of the problem.

Of course having an endless stream of people coming though you door voicing their opinion at you so you able to create creative tensions and use them to reframe your problem is not going to be helpful all the time. Therefore it is advised to build in moments of increased collaboration into the design process through the testing of prototypes and crit sessions, where you invite people to come critique your work. The latter allows for creative tension to take place, while the former offers slightly more practical feedback. The developers of VOAHA experienced the need for this practical feedback when they realised their search mechanism would return results that left out the carefully constructed contextual material assigned to each recording. Sadly, the people only discovered this after editing was no longer possible and so it could not be fixed (Gluck, 2014). An iterative process of developing a prototype, testing it, and then feeding the results back into the development is likely to have picked up this fault alongside other information.

Looking at the design processes of the oral history technologies and comparing them to various design methods I now see how getting input from multiple people across disciplines, regularly testing out the design and then using this feedback to further development are all good ways to gather the information necessary to balance Papanek’s elements of function. But what do you then? During the development of Stories Matters there was extensive testing but it still ended up in the graveyard of oral history technologies (Jessee, Zembrycki, High, 2011). This is the point, after the development of the design and it has been released into the world, a designer becomes a gardener according to Ezio Manzini. Each object designed is like a plant and this plant is part of a bigger network of other plants like a garden. The designer is the gardener who plans and curates the garden, but also prunes, weeds, and composts the garden (Tonkinwise, 2014; Manzini and Cullars, 1992). The metaphor illustrates the continuous nature of design. It might start off with a period of initial development and testing, but after it is released into the world continuous maintenance needs to occur, just like a garden. But this is where is goes wrong and not just for my ancestors but for so many products because after iteration comes maintenance and to quote the writer of Manifesto for Maintenance Art 1969! Meirle Laderman Ukeles: “maintenance is a drag.”

Maintaining or destroying

In her manifesto Ukeles explains how the world can be separated into two systems “the Development System” and “the Maintenance System”. The Development System encourages the unadulterated making of stuff, while the Maintenance System is occupied with keeping the created stuff in good condition. Ukeles sums up the relationship between these systems with the question, “after the revolution, who’s going to pick up the garbage on Monday morning?” With this question she wishes to highlight how society values the Development System above the Maintenance System (Ukeles, 1969). Manzini with his garden would, I imagine, agree wholeheartedly with Ukeles. Maintenance is not really design’s “thing”. Cameron Tonkinwise, who quotes Manzini in a book chapter titled Design Away, even implies that the complete opposite is true and design is inherently destructive (Tonkinwise, 2014). Design is firmly part of the development system and has little interested in the maintenance, so when things break instead of fixing a new product is developed. And things will always break or in the case of Papanek’s elements of function, things will be thrown off balance and then break. All elements of function are subject to change. Our associations change, our taste changes, the wider world the design operates in will be radically different tomorrow. Maintenance’s task is to keep the balance between the elements stable through general repair, but also updating the design to better fit the ever-changing world we live in. To go back to the garden metaphor, you do your pruning and weeding, but sometimes you might need to make some more radical interventions, like when there is a climate crisis which means you can grow grapes in Newcastle but also have everything ripped from the roots in the third storm of the month. However instead of maintaining the garden, according to Tonkinwise, modern society’s answer to this the instability is to constantly produce new things destroying old ones in the process (Tonkinwise, 2014). The graveyard of oral history technologies is proof of this, not because I think this is the attitude of the individual developers, but because the system did not allow them to do otherwise. Nearly every paper on the project mentions running out of money (Smith, 1991; Boyd, 2014; Gluck, 2014; Lambert and Frisch, 2013). The option to maintain existing designs or build upon older ones was never there.

Design takes time. It takes time to develop and it takes arguably an infinite amount of time to maintain. Time is money which my ancestors did not have. If they did then maybe they could have had a iterative design process filled with creative tensions and prototype testing, allowing them to fulfilled Papanek’s six elements of function, making them produce an amazing design that was able to be consistently maintained for many years. But they were never really given a chance, instead they had one shot and in this case it missed. However they left me a mountain of knowledge to take with me on my own journey, but before I embark on this venture it is probably also wise to briefly visit the living members of the oral history technology family.

Listen to your elders

The oldest living member of the oral history technology family is the Shoah Foundation, previously The Survivors of the Shoah Visual History Foundation, which was set up by the film director Stephen Spielberg in 1994 (Frisch, 2008). Now the survival of this particular project is most due to the very high level of support and backing they have consistently received over the years (Boyd, 2014). The other two are the Australian Generations Oral History Project and Oral History Meta-data Synchroniser or OHMS. The Australian Generations Oral History Project is a collaboration between academic historians, the National Library of Australia and Australian Broadcasting Corporation’s Radio National with a good amount of funding (Thomson, 2016). Oral History Meta-data Synchroniser or OHMS is a web-based software developed by Doug Boyd after his work on the Civil Rights Movement in Kentucky Oral History Project Digital Media Database. There are many parallels to be found in the design of these technologies and their ancestors, so I will not repeat myself. However, there are still things to be learnt, particularity in the two areas these project are grappling with – ethics and scalability.

How to be good

The idea of access and the ethics of it has become a large area of discussion within the oral history technology community (Bradley and Puri, 2016). During the development of the ancestors people were already aware they might need to advise student to “never ask a question you don’t want the world to hear via the web” (Gluck, 2014, p. 43). On the other hand with Project Jukebox, ideas around copyright seem a little all over the place as they were mainly worried about the copyright of photographs and not the recordings (Gluck, 2014; Lake, 1991). Managing ethics, access, and the internet is, to use the title of Mary Larson’s paper on the subject, an exercise of “steering clear of the rocks” (Larson, 2013). The Shoah Foundation has managed this by only letting people who pay to have access (Levin, 2003), but back in the graveyard many of the ancestors wanted to use the internet because it granted more access (Gluck, 2014; Jessee, Zembrycki, High, 2011; High 2010). This spirit lives on in the Australian Generations Oral History Project and OHMS. 

The access/ethics structure of Australian Generations Oral History Project was designed to allow a level of access the internet promises, while also protecting interviewees. It therefore starts with the interviewee having complete control of the recording for the duration of their lifetime through a rights agreement contract. In the rights agreement the interviewee can agree or disagree to their recording being used, before or after a certain date, in four different scenarios: “listening in the library’s reading rooms for research purposes, procurement of a copy that a user can have at home, exposure through the library’s website, catalogue and collection delivery system, or publication by a third party.” And the interviewees are then allowed to change their mind at point. This part of the access/ethic structure is the “legislated ethical component” (Bradley and Puri, 2016). This refers to Mary Larson’s article, Steering Clear of the Rocks: A Look at the Current State of Oral History Ethics in the Digital Age, where she divides debate surrounding ethics into “legislated (what one can do) and voluntary (what one will do)” (Larson, 2013, p. 36). The “voluntary ethical component” of the access/ethics structure of the Australian Generations Oral History Project involved the ethical judgments originating from the content of oral history recordings that need to be handled by humans (Bradley and Puri, 2016). It is these ethical judgements were the shortcomings of technology and the digital age become most apparent. In his book, The Design of Future Things, Donald Norman paints the scenario of a smart house that turns on the lights and the radio when its residents get out of bed in the morning. However, when a person decides to get out of bed in the middle of the night because they cannot sleep, the house also turns everything on and wakes up the person’s partner (Norman, 2009). The technology is not advanced enough to understand the slight differences in this scenario let alone the complex ethical issues the Australian Generations Oral History Project handles. In these cases human still have the edge above technology, which undoubtedly important to remember when designing any technological solution. 

Making it big

Currently the biggest challenge facing OHMS is the scalability of the technology. Initially OHMS was only available as the in-house software for the Louie B. Nunn Center for Oral History at the University of Kentucky Libraries, however in 2013 Boyd writes how they had received a grant to start the process of making the software ready of open-source distribution (Boyd, 2013). When I consider the challenge I am reminded of two things I learnt from investigating those in the graveyard of oral history technology. The first one is Manzini’s garden and gardener metaphors and the importance of maintenance, which Boyd completely acknowledges in his paper on the software: “open-source tools must be designed with sustainability in mind in order to be truly successful. […] We will actively engage [the user] community to provide feedback and information that will allow for effective and ongoing development and for the future innovation of this freely available tool” (Boyd, 2013, p. 105). The second one I am reminded of is Papanek’s function element of telesis and how he warns “it is not possible to just move object, tools, or artefacts from one culture to another then expect them to work” (Papanek, 2020, p. 17). The main idea behind open source software is that anyone can use it but as the element of telesis suggests it might not necessarily be true due too digital inequalities. The “digital divide”, a termed coined in United States during 1990s initial referred to the differing levels of access to hardware, software, and the internet. However since then the idea of access has been broadened to include the skills needed to access and retrive information and increasingly, the skills needed to communicate through various mediums, and create content. The reason for this expansion is because people realised that digital inequalities did not disappear in places where there was unilateral physical access to digital technologies (Van Dijk, 2017). Therefore ideas like free open access, which I personally find a noble venture, might only really benefit those who have the digital tools and skills to use them.

Both scalability and the ethics of access feel (for now) like the last two hurdles oral history needs to get over before we finally achieve the dream of solving the deep dark secret of oral history. But they are rather large problems and I imagine if history is anything to go by there are many more mistakes to makes and learn from before we solve them.

Conclusion

Let us go back to our feelings around the MiniDisc. How does it make you feel? Nostalgic? Repulsed? Disappointed? Or do you feel, as I do, a strange sort of pride? Because it takes courage to dive into technology, but it takes even more to pick yourself up after things fail, and salut your failure and thank them for the ride. Not doing this is, as Matthew Syed writes, is like playing golf in the dark – how are you going know how to get closer to the hole? (Syed, 2020) Now I have not yet started metaphorically playing golf but I have been able to watch my ancestors and elders give it a good swing. However, when I step onto the green I do not believe I will get a hole in one. I will not solve the problem of oral history’s deep dark secret. I will not make a system that is the perfect listening experience which will last forever, mostly because I cannot afford it. Instead my aim is to make mistakes and fail as much as I can, so that someone else can learn from my work just like I have done from those who came before me. The mission to find “the optimally imaginable tool” (Lambert and Frisch, 2013) will not end with me and it is likely to never end because the world keeps changing so innovation is never truly done.

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