PastPerfect - Car Collections Management
Although the CarLibrary archives (carlibrary.org) were created with the Greenstone digital library software over a three year period, after attending an international auto museum conference in March 2014 (see NAAM conference) and talking with a few museum managers, I contacted PastPerfect Software, Inc. to inquire about their highly recommended Collections Management Software (CMS). I discovered that their operations VP is a "car guy". He offered great help so I could make a sample collection with the demo version of the software. It was eventually "fully loaded" with Frazer Nash material. Next, I made two videos of using PastPerfect, showing how it is easily customized for car collections and "loaded" through imports of Excel files. The following links were sent to car museums and collections in the Los Angeles area and also several in New Zealand. The videos are:
I'm very impressed with this software and think PastPerfect is a great step forward from "managing" with Excel or paper files! All the program functions are fully operable in the demo version, including optional features. It is limited to 200 items.
As noted in the videos, PastPerfect is designed to be used by any museum or collection; because of this universal-fit design, there are 247 preset categories (fields) available to describe an "object". This count includes 22 "user-defined fields" (udf). For the sample car collections, 10 of these 22 fields were defined to be "car relevant":
Suggestions are invited for defining the 12 unused udf fields.
A sample of the
"virtual exhibit" that can be generated from the
software is at: http://FrazerNash-USA.com/
Collections in PastPerfect can also be made accessible to the Internet through the "on-line" function. All or selected parts of a collection can be designated for public searching. This data is then hosted by PastPerfect at an additional cost.
The "appraisal" view of any item in the collection allows the acquisition cost and insurance value of items to be recorded. A preset report will summarized these values. Repair and maintenance costs can be added as "invoices" in the Archives section and also summarized with the cost of the original object.
The "condition" view can schedule maintenance for any item. Again, a preset report either shows or reminds the user of the scheduled maintenance.
PastPerfect has recently added a function to produce/print "QR" codes to add to label exhibits. My tests confirm these codes can direct visitors to more information about each car - either the Past Perfect virtual (or online) exhibit or an entirely separate website. The sample below links to a Frazer Nash car on the "virtual exhibit" described above.
This QR code goes to a separate, but related website:
The "Contacts" function was reviewed. Lists of staff, members, volunteers and visitors can be imported from Excel. Membership dues, pledges and tasks can be managed; there are many templates of letters and email for pledge reminders, invitations to events, etc. Letters and email are merged with contact names and can be printed or sent directly from Past Perfect.
The main sections of PP are "Objects (cars)", "Photos", "Library", "Archives" and "Objects". There are also sections for "People" and "Locations", but these do not have direct import and exports functions.
There are security levels for all the functions that allows or prevents viewing and editing of potentially sensitive data. These levels can be set for various manager, staff and volunteer categories.
The videos show that both imports to PastPerfect (PP) and exports from it are easy and can have extensive detail. Other webpages on the CarLibrary.org site show how digital photos and documents can be fully identified with embedded metadata. At any time, the ExifTool software can make Excel files from entire directories of such files. This technique can be a good way to start a PastPerfect collection.
Even though I have little "collections management" and NO actual museum experience, I think PastPerfect is a great place to start with true CMS software.
Greenstone and PastPerfect were not designed to perform the same functions and any direct comparison between the programs is questionable. However, the primary differences between Greenstone and PastPerfect are:
If a auto museum or collection has "inventories" of cars, objects, books, photos or documents in Excel (or similar) format, PastPerfect could be "fully populated" in a few hours. However, further "attaching" images or files to that set of records is (now) one-by-one. PastPerfect's tech support stated they could arrange mass imports of images to match the records, but at extra cost.
If a car collector/museum staff person downloads the PastPerfect demo version (easy), I can assist customizing the fields (categories) and importing records to populate the demo. Note the demonstration software is restricted to 200 items.
Conclusion: There are at least 38 collections management systems (CMS), so a collection's/museum's staff evaluation and discussion about which to choose could go on for a long time - or be endless! (I have personal experience with one museum's delayed/ongoing evaluation process.) In my opinion, a collection/museum should take a serious look at PastPerfect, review existing inventory files, fix and improve those files in Excel and import them to PastPerfect. Because it handles and exports detailed collections data very well, when (or if) it is "outgrown", the transition to a different system will lack drama.
Finally, my experience with tech support from PastPerfect has been excellent. Because nearly all PastPerfect operations can be done from remote computers, either a third-party or PastPerefect tech support can help resolve problems.
There is fully functioning demo of PastPerfect at http://www.museumsoftware.com/pp5eval.html - trials are encouraged! The PastPerfect "Complete User Guide", linked on the same page, not only explains the program very well but also is almost a complete training course for running a museum.
Since this webpage was first published in September, 2014, I've made two additional museum-specific PastPerfect collections for demonstrations in 2015. More PastPerfect functions will be analyzed.
Later in 2015, I'll review the three open-source collections management systems.
Email me with any questions or comments!
Bob Schmitt, email@example.com
March 15, 2015