Wednesday, September 17, 2014

The Price of Knowledge

In the last post, I touched one issue of collection economics... namely, where does collection value reside and how do you measure it? The other question that I've been ruminating on is how far you can go in trading on that value to offset the cost of caring for the collection. Or, to put it another way, when is it OK to charge?

This question came up in a discussion on the NatSCA listerver regarding the rights and wrongs of charging the general public for enquiries, which then got picked up in a comment piece by Jan Freedman, and finally an online poll by Museum's Journal that basically showed an overwhelming majority of respondents thought it was "unethical" to charge for enquiries.

So what do we make of all this? Well first, we can dump the whole "unethical" angle. This seems to have come about because a number of people, especially in the listserver discussion, believed that you shouldn't charge the public for something that they are already paying for through their taxes. Setting aside the fact that not all museums are publicly-funded, there is no reason why a public service can't charge people, especially if the funding available from taxpayers doesn't meet the full cost of providing the service. Do I get to ride the bus for free, because it's public transport and I'm a member of the public?

Once we've got rid of the emotive language of ethics, we can get into more substantive arguments - namely, is it a good idea to charge? This is the thrust of Freedman's opinion piece, and he makes some good points. We want to encourage people to appreciate museums and their collections as common property; to educate and too inspire. Answering enquiries is a great way to engage with the public and an alternate route to further the institution's educational agenda. And finally... and I think this is perhaps the most persuasive argument of all... it will probably end up costing you more to collect and process payments than it would to just answer the question.

Unless, of course, it's a very complicated question. Most enquiries are along the lines of "is this a fossil?' and can be answered quickly and concisely, with "no" being the default response on 99% of occasions. But there are exceptions, especially once you start dealing with academic users of the collection. So let's back off a bit and ask what to me is the main question. When you charge someone for an enquiry, what are they actually paying for?

Yes, I know that at one level they're paying for an answer. But in most of the cases that people have been talking about so far, you’re charging for access to our expertise. So, what does it actually cost to answer a question? Let’s assume that all we’re really talking about is what it costs my institution to employ me for the period of time that it takes to answer the question. That’s my salary, my fringe benefits, and an overhead that covers the basic services that Yale has to provide in order for me to do my job, which all adds up to about $1.30 per minute.

Most public enquiries don’t take very long to answer – say 5 to 10 minutes if they come in via email, as the majority of them do these days. So what we’re basically saying is that in order to recover the cost of me taking time to answer someone’s question, I’d have to charge them between $6.50 and $13.00. If we handled a lot of public enquiries, this might quickly add up to a lot of money.

But in fact, we don’t. The majority of our traffic comes from professional users of the collection, with maybe 15 or 20 enquiries a year from “the public.” So, following on from Freedman’s argument that this is all about educating the public as to the value of our collections, my Division is spending around $170 a year on public outreach, which is a *very* small fraction of my annual operating budget.

True, you might argue that spending $170 to reach 20 people is not a particularly efficient strategy for outreach. But many of us, myself included, can remember writing to a scientist as children and being psyched when we got a letter back (and it was a real letter in those days...). It's an important way to engage and potentially inspire and falls squarely into the Museum's outreach mission.

But suppose that it’s not a 5 or 10 minute answer, but is instead a one to two hour answer. These sorts of questions are more usually generated by our professional users, but they can come from the public as well. Now you’re looking at a cost of maybe $150 in terms of my time. Would this be worth recovering?

The answer to this, I think, lies in the fact that a 1-2 hour question is fundamentally different to a 5-10 minute question. If a question takes me only 5-10 minutes to answer, that’s likely because I either know the answer already, or because I can find the information needed to provide an answer more quickly than they can, by virtue of my professional training. But a question takes 1-2 hours to answer, it probably means that I have to access the collections to get the information – that’s where the major time-sink comes in. And to my mind, this is an altogether different scenario.

As we've discussed in previous posts, you can spend hours arguing what museums are “for,” but in the case of the VP collections at the Peabody at least, I would argue that Yale is paying a goodly chunk of money to operate a facility that provides resources for research and education. There are different ways in which you can use this facility – you can search for information on-line, you can visit the collections in person, or you can ask me or my staff to answer your question for you.

From our perspective in the collection - given our limited time and funding - we’d like to push as much of the expense of using our facility back onto the users. So for us, the third option – where we answer the question for you – seems by far-and-away the least cost-effective. But from the user’s perspective, travelling to the Peabody to do 1-2 hours’ work might or might not be cost-effective, dependent on where they’re travelling from and whether there are other things they might do when they’re here.

So this is a different sort of cost calculation than the one we used for the 5-10 minute enquiry… $150 for us to answer the question for you, weighed against (probably) several hundred bucks of travel and accommodation expenses, to say nothing of your time, for you to come here and answer it yourself. When you put it that way, a $150 fee looks like a bargain, right?

Of course, all of this assumes that we have 1-2 hours to spare. It doesn't do us much good to charge for a service that means that we can’t perform the other, basic collections operations that our museum is paying us to perform. So could we make enough money charging for enquiries to support the salary of someone dedicated to answering those enquiries?

Here at Yale, we employ Yale work-study students at around $12 an hour to provide collections support, which includes dealing with enquiries. The primary rationale is educational; the students get the experience of working in a museum environment and, as many of them have gone on to museum-related grad school programs, it’s plainly a meaningful experience. But we also get a motivated group of temporary employees that significantly reduces the burden on our permanent staff.

In a system like this, where we have flexible employment paid at an hourly rate, we could relatively easily charge a fee for a time-heavy enquiry and use the fees to support a student to answer the enquiry. That seems like a relatively “ethical” solution – we’re charging for a service, but the funds are being used to directly support an educational program that benefits the collection user’s professional community by helping to generate trained workers.

And it’s cheap. Work study students at Yale don’t pay for their health benefits and even with the overhead their cost works out at about 30 cents a minute, meaning that $150 enquiry now costs around $45. So it would appear that I've solved the entire conundrum and that every vertebrate paleontologist in the world should be slapping me on my virtual back and thanking me for saving them hundreds of dollars in airfares and hotel bills.

The problem, of course, is that $45 is a bargain unless you’re used to paying nothing. The majority of collection users operate in an entirely un-monetized economy, where all of the services that they use are provided on a quid-pro-quo basis; as most of us, or at least our faculty curators, are collection users as well as providers, once we start charging we would inevitably start paying as well.

And that is perhaps the biggest conundrum of all – this whole vast edifice of science, consisting of billions of specimens, tens of thousands of people, and hundreds of buildings, is supported on not much more than the belief of the museums that it’s worth investing funds to provide a free service that benefits the scientific community, and by extension society as a whole.

This would almost make me feel warm and fuzzy inside, were it not for the nagging concern that a system like this is terribly vulnerable. We can, if we chose, quantify the cost of the service we provide – I've done it in this post, albeit as a series of back-of-a-beer-mat calculations that any half decent economist would shred in seconds. But we really don’t have much idea of how to quantify benefit, or at least not in dollar terms, which means that we can’t talk in a meaningful way about value (which is not the same as cost). Nor can we have a conversation about efficiency, or the cost-effectiveness of the service we provide.

And when don’t have answers to questions like that, then our prowess at answering questions about dinosaurs looks a lot less impressive.

[The observant among you will have noticed that I mentioned three ways of accessing the collection, but I only talked about two of them. That was deliberate. Digitization costs got touched on in the last post and I'll come back to them in a future post]

Saturday, September 6, 2014

Ethics or Economics

Having not blogged for a while I've missed a couple of juicy controversies that others have cheerfully piled into. So I'm left playing catch-up, and feeling like I'm not quite as cutting edge as I used to be. But sometimes even half-warmed leftovers can prove surprisingly tasty, so I decided that it was worth revisiting both stories in a pair of posts.

Controversy #1 relates to a paper published in Science by Ben Minteer and colleagues back in April (see what I mean about being late to the party?) which said, and I paraphrase, that there really was no reason for biologists to kill things anymore because you can get all the data you need to describe a new species from DNA samples and digital sound and image records. If you want to read the paper - and frankly there are better uses of your time - you can find it here:10.1126/science.1250953

There were only two surprising things about the paper, namely that Minteer et al bothered to write it and that Science thought it worth publishing. This particular issue has been round the block so many times, particularly in the ornithological community, that it has no tread left on its tires. I've even covered it myself in an earlier post. There really isn't any case to answer as far as the impact of scientific collecting on endangered species is concerned and those involved should have known better.

Nonetheless, an impressive array of worthies from the biocollections community formed a line to beat the living daylights out of Minteer's thesis in various blogs, interviews, etc., including nearly a hundred people who signed a riposte to the original paper that was also published in Science. The mainstream media, who like nothing better than the sight of two groups of egg-head scientists pulling what's left of each other's hair, dutifully took notice and the whole mess was extensively reported in a wide range of venues including NPR, Slate, and the CSM

As it happened, this turned out to be a good opportunity to emphasize the vital importance of collections to our understanding of the natural world, and many people from the collections community did so, eloquently and effectively, so I'm no going to rehash the arguments again. But it did make me think about a related issue, which is our oft-repeated mantra that much of the value of natural history specimens lies in their associated data.

I'm currently talking to some colleagues about a potential project on the economics of museum collections as large-scale distributed research facilities (yeah, yeah, I know… it doesn't sound all that interesting. You'll just have to take my word for it that it is). Anyway, it's made me think a lot about cost/benefit calculations.

Suppose that what we say is true, and that most of the value of natural history specimens is in their data.   Now consider the fraction of curation costs per specimen that is devoted to data storage and distribution versus physical storage and specimen access. My guess - and it is only a guess, I haven't quantified it (yet) - is that the cost of storing and serving data is significantly less than the cost of housing and maintaining a physical collection. So if you say that most of the value lies in the data… do I have to draw you a picture of where this is leading?

Now obviously, I'm not the first person to have thought of this. In fact, since we began the major effort to digitize the nation's biocollections, there has been a small, but persistent niggle of concern about what the long term implications will be for the collections we curate. It's usually expressed in terms of diverting some grant funds away from physical collections care and towards data capture. Since most of us are already doing some form of data capture, what we're talking about here is a relatively short-term injection of funds to accelerate the process and deal with the (admittedly gigantic) backlog. But I don't think that, as a community, we've really got to grips with what the much longer-term implications of mass digitization might be. Are we making physical collections redundant?

Clearly there's a strong counter argument, in that specimen data, in isolation, are actually not that valuable. The value is contextual - it's linked to the specimen. The specimen without data is much less valuable than the specimen with data, but the reverse is also true. Having data allows you to better interpret the specimen. It also improves your ability to study the specimen and generate more data.  To some extent, data-minus-specimen is a bit of a dead end.

This is particularly true when we enter the bright and shiny new world of "Big Data." As I'm sure you all know by now, Big Data is all about correlation, not causality. It reveals patterns, but it doesn't provide explanations for why those patterns came about, or even if they are "real" patterns, as opposed to statistical artifacts. To answer those sorts of questions, you have to go back and reexamine the sources of the data, which our case are the specimens.

But what exactly are those specimens, or rather, what should they be? Traditionally they might have been a skin and a skull, a whole animal in fluid, leaves and flowers on a herbarium sheet, a pinned insect, a microscope slide, or something else depending on the discipline concerned. Now these "traditional" preparations are likely to be supplemented by tissue samples, digital imagery, sound and video recordings, etc. And, of course, data - because the data are an integral part of the specimen.

There's a cost/benefit curve to every specimen. The cost is what it takes to collect, prepare, house, maintain, and provide access. The benefit is what you get out of it in terms of research, education, entertainment, etc. The calculations are complex and "value" may be positively or negatively impacted by a number of factors: for example, the number of other specimens in existence, changing research priorities, the invention of new analytical techniques. But just because its hard to do this, doesn't mean that it shouldn't be done.

What we have't really grasped about digitization, IMO, is that the curve is changing. We're still stuck with a paradigm that assumes that most users will want/need to physically access a traditional prep type housed in a museum. That might be true, but we need to quantify and justify it if we're to continue to argue for resources. At the moment, our most sophisticated argument seems to be that we can't predict how collections will be used in the future, so we'd better not change anything now. If pressure continues to build on funding, as it likely will do, then we need a more nuanced and better supported position.

Minteer et al used an ethical argument to challenge our traditional methods of collecting, but perhaps they'd have been more successful deploying an economic one.  As a community it behoves us to think about these issues before someone else does it for us….

Tuesday, August 5, 2014



That got your attention, didn't it? As you can see from this graph, generated using Google Trends, it's got the attention of a lot of people at the moment. That vertical line on the right hand side of the graph shows the increase in popularity of 'Ebola' as a search term on Google searches. The fact that the line is vertical is an indication of the acute nature of this interest. All of a sudden, people across the word are very interested in this relatively rare, but exceedingly nasty hemorrhagic fever.

Museums should be very interested in this, for a couple of reasons. First, it's crying out for the deployment of a pop-up style exhibit on emergent diseases and zoonoses - this is exactly the sort of urgent human health/wildlife/lab science issue that we should be jumping all over. We're seen as a trusted source of information and here is an issue where public interest is intense and panic is already bubbling under (read some of the comments made on this article, for example).

Related to this, it's a prime opportunity to talk about the potential of museum collections to address matters of public interest, in this case Emergent Infectious Diseases (EIDs). This was a major thrust of my Cardiff talk (and, unfortunately, the source of the "Chris Norris hates bats" conference meme) and I'm going to beg your indulgence to repeat it here.

Some years back, while I was working at the American Museum of Natural History, we got a large grant from NSF to recurate the Museum's collection of bats, which runs to about 120,000 specimens. At the time, I had an interesting conversation with my big brother, Peter, about the the whys-and-wherefores of this project. Specifically, he expressed disbelief that I was getting paid to mess around with a bunch of pickled bats.

The broader implications of this, in terms of whether one's job is "nice" or "essential" - my brother, being a doctor, put me in the former category and himself in the latter - are something that I'm going to explore in later posts, but at the time my defense of the bat project revolved around the fact that bats are inherently interesting.

Bats are the second most diverse group of mammals (in terms of numbers of species); they fly; they echolocate; they're major pollinators and agents of insect control; and many of them are critically endangered. They can help us illuminate a variety of evolutionary and ecological problems and we need a better understanding of their systematics if we're to develop effective conservation strategies. Bat collections like the one at AMNH are a vital tool for this, and the only way to ensure that they remain accessible for researchers is to invest public funds in their care and curation.

That's the approach I took at the time, but 15 years on I think I'd probably approach things in a different way, and I'd start by telling him that bats are a major host species and vector for some very nasty zoonotic diseases, including the SARS, Nipah, Cedar, and Hendra viruses; and number of influenzas; and rabies. They're also strong candidates for the hosts of the Marburg virus and - surprise, surprise - Ebola.

Bats are the subject of intense interest by the virology community at the moment. There's something about bat physiology which, combined with their ability to fly, makes them ideal for incubating and dispersing viruses. The extent of the viral diversity within bats is quite staggering - a 2013 study of the "virome" of the Indian fruit bat Pteropus vampyrus revealed that it was the host for 55 different types of virus. 50 of these were previously unknown and of the 5 that were, one - Nipah virus - had already jumped to humans.

Now, consider that bat viromes are quite species-specific, and bats are incredibly speciose. Also consider that many of these species are poorly known, and occur in tropical rainforest that is rapidly being cleared for cultivation. And as the forest is cleared, humans and our domestic animals are going to come into contact with bats - and viruses - that we haven't previously encountered. It doesn't take a background in virology to appreciate the potential for disaster.

If we are to respond effectively to the threat of emergent diseases, we need to catalog and map bat diversity, and to describe the viral diversity within bat species. And guess what - museums can do this. We have global collections of bats that could not be replicated without massive financial investment, and an ever-expanding palate of modern molecular techniques like pan-virus-specific primers and rapid sequencing arrays that let us extract and identify viral DNA from within natural history specimens.

To me, this is - sadly perhaps - a far more compelling argument for funding the study of bats than emphasizing what truly amazing animals they are. There are a number of potential funders who will give you money because bats are interesting, but there are far more people who will give you a lot more money because they are a potential hazard to human health.

Traditionally, natural history museums have based their outreach strategy on instilling in the public a sense of wonder about the natural world, drawing on their collections to support this. But as we face of world of shrinking public funding, we have to ask some hard questions about whether this is enough and about whether we're doing a good enough job of telling the public about how those collections affect their day-to-day life, and their potential for making the world a better place. We also have to ask whether a sense of wonder is still a sufficient motivation to guarantee public funding.

Consider these numbers, taken from a 2008 review of EID events. Of the 335 such events that were recorded between 1940 and 2004, 60% were zoonotic - in other words, cases where disease had jumped to humans from another animal species. Of these zoonotic events, 72% originated with wildlife. In the words of the authors of the study "zoonoses from wildlife represent the most significant growing threat to global health from all EIDs.

If you want motivation for funding museum collections to catalog and study the natural world, you need look no further than that.

Monday, August 4, 2014


A few weeks ago I gave a talk at the 2014 SPNHC meeting on advocacy for natural history museums in the 21st Century. It was subtitled "when popularity isn't enough." The talk seemed to be well received, but reading a few on-line comments afterwards, I wasn't entirely sure that people had got the point. "Chris Norris says bats are scary," was one such comment. "I think it's a shame that the public have to be scared of collections to support them," was a comment made by one of my fellow speakers.

Of course, I didn't say either of those things and that wasn't the point of the talk. So at the risk of flogging a dead horse, and with apologies to any of you that were at the talk and got the point, I thought it was worth rehearsing the argument again. Perhaps with less bats and Ebola this time.

The talk in question was, first-and-foremost, about motivation; how do you get people to spend public funds on natural history museums and their collections when there are many more things that they could be spending the taxpayers' money on? It's a significant issue, for the foreseeable future at least, because of the ways in which the world is changing.

In the developed world people are living longer, and the costs of the medical treatments needed to keep them alive is rising dramatically as well. That means that the segment of public funding that governments have little or no control over - healthcare, social security, retirement benefits, etc. - is also climbing dramatically. In the U.S., as of 2010, public healthcare costs worked out at around 6.7% of GDP. By 2050, that fraction is predicted to rise to 14.9%.

Mandatory Spending - as that encumbered cost is referred to - accounts for around 60% of the U.S. Federal Budget. Out of the remainder that Government has control of on a year-by-year basis - called Discretionary Spending - comes everything else. It does include some money for museums, but it also includes funding for a bunch of things that people really care about - education, defense, medical research. And, to pick one particular example that's in the forefront of many people's minds at this time of year, control of wildfires.

Did you know that during the summer the U.S. Federal government spends $100 million a week on preventing and tackling wildfires? It adds up to around $2 billion a year. Set against this, the $5 million dollars a year spent by NSF on collections support seems pretty puny. Obviously there are strong motivations for allocating money to fire control - uncontrolled fires cause massive damage to land and property, and are a risk to people's lives and livelihoods. So how can museums compete with this level of urgency?

The answer, of course, lies in cooperation, not competition. In this case, for example, it is believed that one major factor in the increasing risk presented by wildfires is climate change, and one of the various ways that climate change affects wildfires is by promoting the spread of new types of insect pests. Pests kill trees, dead trees fuel fires. If you suddenly get an increase in the number of dead trees in a stand of forest, it's likely to affect the fire regime of that area.

So, if you're going to plan how to spend that $100 million a week most efficiently, it might be worth trying to map areas where pest species are occurring in places that they haven't been seen before, and for that you need data on historic occurrences that are found in museum collections. Better-curated collections equals better fire prevention, and that's surely worth devoting a small fraction of that massive fire control budget towards achieving.

Of course, it's not as simple as that. There are a significant number of people (and unsurprisingly they're on the right of the political spectrum) who think that money is better spent on fighting fires than preventing them, or using fire-prevention as leverage to allow more logging on public lands. Using funds to support entomologists and museum collections is unlikely to sit well with this constituency, especially as this strategy also involves some level of acknowledgment that the cause of the problem lies with climate change.

And then there's the fact that scientists find it relatively difficult to say for sure how pest distributions relate to fire patterns. Like many things in nature, it's complicated. Once again, part of the answer may lie with data in museum collections, but it takes time and money to tease it out. That doesn't sit well with politicians and public who want immediate answers and decisive action.

So, there's our advocacy challenge - how do we demonstrate that museums are relevant to things that people care about, to the extent that it's worth taking some of the money budgeted for those things and directing it towards us? It seems like a no-brainer, and yet the level of public funding that's going into museums suggests that we're not doing as good a job as we might hope.

IMO, a good advocacy strategy for natural history collections should have 5 characteristics:

  • The strategy must be based on public benefits
  • It should be rooted in success, not failure
  • It should be forward-looking, not harping back
  • It should depend on relevance, not curiosity value
  • It must be flexible and scaleable
I'm going to explore each of these in detail in the next few posts. But first, in a shameless attempt to capitalize on recent news, I am going to talk about Ebola...

Sunday, July 20, 2014

The Collection-Centered Museum

If this blog has any sort of unifying principle, it’s the idea that the successful museum is the one that remains centered on its collections. I expounded this idea in a guest post on AAM’s Center for theFuture of Museums blog a couple of years ago and was surprised that some readers took it as a call to divert funds away from public engagement. This was certainly not my intention. So, what with me coming back from a break in blogging, and fresh from speaking at a couple of advocacy sessions at this year’s SPHNC meeting, it seemed like now might be a good time to revisit the issue.

The first post was written in the light of cuts made to the collections of research and collections staff at Chicago’s Field Museum of Natural History, which attracted widespread criticism because of the decision by the Museum to lay off tenured curators. The reasons for this don’t need to be rehashed here – they were widely reported in the press at the time and you can read about it here if you’re interested.

When I was asked to write the post for the CFM blog, their director rather impishly suggested that I should talk about the situation at the Field Museum, knowing that this sort of thing tends to irritate me, and thus provide a more entertaining post than might otherwise be the case. As it happened, I chose not to focus on the Field, because it didn’t seem fair. Plenty of other museums have got themselves in the same mess in the past, and have responded in similar ways; the situation in Chicago attracted particularly opprobrium because of the removal of tenure, but the decisions that led to it were no worse than those made by many other, less prominent institutions.

To my mind, there was a more fundamental issue at stake than job cuts, and my visit to the annual AAM meeting in Seattle this year brought it into even sharper focus. As I wandered through the crowds at the convention center, browsed the list of sessions, and sat in the back row at talks, it occurred to me that very few people at the meeting actually worked with directly with museum collections. There were educators, and exhibit designers, and business development officers, and community outreach specialists, and digital media programmers, and development executives, and evaluators, and any number of presidents and senior VPs for this, that and the other. But curators and collection managers were thin on the ground.

The delegates at AAM are pretty representative of the museum community in the United States; the vast majority of them have little or no contact with collections on a day-to-day basis. For many of them, their job would not be substantially different if they worked for a university, a charity, or some other not-for-profit venture, and their resumes often reflect this. None of this is to suggest that they are not 100 percent competent at doing their jobs, or that they are anything less than essential for the successful running of their museums. But it does highlight the fact that there is much more to running a museum than just caring for collections.

This is not the same, however, as saying that all of these functions are equivalent in importance to the care of collections. Museums exist because there are collections. Absent the collections, there is no particular reason why a museum should have an education program, or produce exhibits, or engage in community outreach, all of which could be done in another sort of institution. Collections are the tool that museums have that no-body else does. Collections are what make museums unique.

Healthy collections nourish successful public programs. The best museum exhibits and educational programs are the ones that draw on the research carried out on the museum’s collections. How do I know that what you’re telling me is true? Because I have the evidence for it right under the same roof, along with the experts that can interpret that evidence for you.  And in the very best educational programs, you might actually get to hear from those experts in person.

When you start to cut away at collections programs, laying off curators, pruning the number of staff devoted to core activities like loans and cataloging, shuttering collections and reducing access for researchers and the public, you are damaging the health of the museum’s core. Many museum administrators believe that they can do this safely, because collections are largely invisible to the average museum visitor. Provided that public programs remain relatively unscathed, the perception of the institution, and those all-important gate receipts, will not suffer.

And in the short term, this may be true. The problem is that effective collections curation is dependent on expertise that takes a long time to acquire, so even if more funding for the collections is available in the future – and there are staff left to advocate for them – it takes far longer for collections programs to recover than for other programmatic activities. And the longer the collections are compromised, the more that compromised state will be reflected in reduced quality of public programs. Eventually the rot at the core becomes visible on the exterior.

So what’s the answer? It lies, I think, in educating museum managers to return to first principles in the way that they look at their institutions. Recruiting senior management from outside the museum world has provide valuable external perspectives for our sector and its business practices, but it has also created a generation of managers who look at their institutions in the same way as the public does. In other words, back-asswards.

To elaborate - some preliminary research on visitor attitudes that we’ve been carrying out at the Peabody revealed that most of our visitors believe that they’re seeing around 1/5 of our collections during a typical visit. The actual fraction is about 1/24,000. The average member of the public has no idea that the public spaces of the Museum are only a relatively thin veneer on top of a giant instrument for understanding the natural world and our place in it, which requires a large team of scientific specialists to operate, It’s as if they visited the visitor center at the Kennedy Space Center and went away oblivious to the fact that there were rockets being launched outside. The largest, and most critical part of the museum is not what you see in the galleries.

To get around this problem, I think we need to start close to home, by changing the way in which collections are regarded in-house - and just in case you thought this was a diatribe aimed at senior management, I have news for you; the biggest barrier to a wider appreciation of the value of collections to the museum are curators and collection managers who see their role as restricting access to those collections, usually citing concerns over preservation and security.

If you want to ensure funding for collections, you need to make the case that they are a resource for the whole museum, and that means treating them that way. There is no de facto reason why your education and exhibit staff should not have keys to the collection and the ability to draw freely on them for a resource. If you’re concerned that they will make poor choices, then you – as a curator – need to take responsibility for educating them. I hate to say this, but responsible stewardship has two components; preservation and access. It’s not OK to do one at the expense of the other.

And that’s what I mean by the collection-centered museum. Not that we support collections at the expense of public programs, but that we do a much better job at designing public programs that draw on the strengths of the collections and in creating institutions in which collections are seen as common property rather than the preserve of the select few.

More to come on this subject...

Saturday, July 12, 2014

Did You Miss Me?

I guess the answer to this question is "no," since in the two years I haven't been posting regularly only two of my regular readers asked me when I was going to write again (thank you, Beth Merritt and Carl Zimmer). Not that I care. Like most bloggers, I suspect, I write for myself, to rehearse arguments and develop ideas that I use elsewhere. If the rest of you enjoy it, so much the better. But it's an essentially selfish pursuit.

Why did I stop? Well, I'd like to tell you that it was because something both unlikely and exciting happened - like being kidnapped by pirates, or getting into an obsessive, physically and emotionally damaging relationship with a self-destructive partner (where did that come from?) - but in fact, my two years of (almost) silence corresponds with my presidency of SPNHC. I'd like to say that it was because I was too busy, but that's not really why I shut up.

I started blogging not long after leaving my previous employer, the American Museum of Natural History. AMNH is one of the world's great museums, but it is also a highly controlled and controlling institution that frowns on its staff expressing opinions that might differ from the Museum's official position. As part of my employment, I had to sign a document that said that I could never disclose anything I did there without the Museum's permission, even after I left.

The issue of blogging came up when we were discussing the Museum's nascent digital strategy with some consultants hired to develop an institutional "vision." As my ex-boss said at the time, "staff blogs are not something that the Museum would want to encourage or support." When I called him on this, he made the point that curators are protected by tenure (unless they're not), which means they are safe in expressing their opinions. Staff are not. Or, as he put it, "you could get fired."

Of course, things have moved on since then and most organizations have embraced blogs and blogging, including AMNH and SPNHC. They allow the institution to speak with a different voice, and can provide a window into day-to-day activities that is more flexible and adaptable than the traditional outlets of publications, press releases, and exhibits. But one shouldn't confuse this with increased openness. If you want to find out what staff at the Field Museum think about cutting tenured curators, don't bother asking Erica.

From a corporate perspective, this is quite understandable. Ask fifty people their opinion on something and you'll likely get fifty answers. To some extent museums have embraced the concept of instutional diversity more than other corporations, because diversity is something that concerns museums, but there are limits. A museum can speak with different voices, but those voices are not allowed to disagree with each other.

During my time as SPNHC President, I embraced this idea. I was representing an organization of 600 members - including individuals, institutions, and corporations - and there was no way my personal opinion was going to match with theirs. If I blogged then, inevitably, people would assume I was speaking for the Society and, large though my ego is, I didn't feel comfortable taking on that role. So, with a couple of exceptions that weren't to do with museums or collections, I chose to shut up.

The key phrase there is "I chose." All to often, where our work is concerned, we don't get to chose. I think that's a pity. We're facing some significant challenges in museums today, and I'm not sure that effective solutions will emerge if we stifle honest and open debate in favor of presenting a unified front to the world. Are we really so fragile that we can't tolerate anything that departs from bland consensus?

So in the second coming of PoH, I'm looking forward to being a lot more opinionated. When my employer insults my intelligence by repackaging unpaid leave as a "non-academic sabbatical" or responds to staff concerns over lack of career mobility with a "personal development plan" that doesn't actually do anything to develop their career, then I'm going to call them on it. And when our community - and that includes some of you - drones on about the importance of collections without seriously questioning why we should be spending scarce public funds on them at the expense of things that directy benefit the genuinely needy in society, then I'm call them on that too.

Oh yes, my very small legionette of fans. I am back.

Tuesday, April 16, 2013

On Truth and the Limits of Knowing

The Australian comedian Tim Minchin has a routine that consists of an 8 minute beat poem called Storm about a girl he met at a dinner party. Minchin, who has made a name for himself as a vocal Skeptic (I capitalize because there’s something of a cult of skepticism that has arisen in recent years, and because calling them a cult will piss them off) was deeply offended by Storm’s new age-y beliefs, which – to paraphrase – stemmed from a belief that life was a mystery that we cannot fathom. Yes, we can, says Minchin, and goes off on a diatribe about how what we discover about life through the application of the scientific method is just as beautiful and elegant and lyrical is anything that can be imagined through superstition. Or something like that – you can watch the routine here,

I was thinking about Storm the other day, because I began to wonder if I was inadvertently playing the role of hippie in a discussion about the limits of scientific understanding. I tried to discuss this with my wife - who had dragged me into the whole thing by enlisting me to review course materials on phylogenetic systematics to be supplied to students and teachers - and after several minutes of my trying to explain myself, she snapped. “If I actually though you cared about this, I would never have asked you to do it.” So that was the end of that. Or so she thinks. Ha! Because when I get annoyed about something, I go and blog about it - so now the whole world knows what I think. That’ll show her!

Anyway, the job in hand, as I said, involved course materials for high school students and teachers about phylogenetic trees. Or, as the writers put it, The Tree of Life. Note how I capitalized again, because this is The Tree of Life we’re talking about, like the One Ring to Rule Them All, or the Word of God. Hey kids, when you do phylogenetic systematics, you’re not just figuring out how things are related to each other. You’re helping to build the One True Tree of Life, the Tree that links you to wombats, priapulid worms, and the fungus that grows on your skin when you have poor hygiene. How Sick is that!

As you can tell, I’m a bit jaundiced about the Tree of Life.

Let’s be clear: the idea is a very important one. All living things on this planet are linked to each other by varying degrees of common ancestry in a pattern that is dictated by the process of evolution. By mapping the pattern of shared characters between different organisms, you can reconstruct that shared ancestry and hence the processes that generated the pattern. And you can visualize the pattern as a series of nodes and branches that looks kinda like a tree, which is a powerful metaphor to use when talking to people about evolution, because trees are a living, naturally generated structure, and because we also use them – in genealogy – to talk about our own immediate ancestry.

Metaphors are dangerous things, because when stretched they can take on a life of their own. “Genes” are a good example of this. When I say “gene” in this context, I don’t mean what a molecular biologist would mean – a stretch of nucleic acid, corresponding to a unit of inheritance, whose molecular sequence codes for a functional polypeptide chain or RNA. I mean it in the selfish, “Dawkins” sense, which is a phenotypic difference between two organisms that has a heritable basis, and which affects the fitness of the organism.  I have a bigger tail than you, females dig guys with big tails, I make more babies than you, and my babies have bigger tails too. Voila, natural selection in action. Or, to put it simply, I have the “big tail gene.”

Of course, there’s probably no such thing as “a” big tail gene. More likely there are lots of  different genes, whose combined affect is to give me a bigger tail. But when you’re trying to explain something complicated, like kin selection and the evolution of altruism, to a lay audience, simplicity is vital. Hence “The Selfish Gene,” Richard Dawkins’ 1976 masterpiece, one of the all-time greatest pieces of scientific writing and the book that made me want to be a zoologist. I try to remember that when I see the author today, a wild-eyed fundamentalist ranting away about God on the TV and calling otherscientists “Quislings.” What on earth happened to the guy that wrote that book? It’s hard to believe they’re one and the same.

Like most people, my education in science followed a well-trodden path. Each year you were taught something new. Then, at the beginning of the next year, you were taught that what you learnt in the previous year was not exactly true, because at some level you weren’t ready for the truth.  A vicar friend of mine (yes, I am a scientist who has friends who are vicars. I am a Quisling!) referred to this, in the context of bible study, as “milk and meat” – you start out on milk, but as you get older and wiser you’re ready for some scriptural “meat.” Why is it that everything evangelical Christians say comes out sounding inadvertently sexual? But the fact that science and bible study have such commonalities suggests that that maybe the Templeton Foundation is on to something (“Quisling!”)

Unfortunately we live in a time when it’s all too easy to call someone a liar for telling you less than the complete truth. This is the narrow path we have to tread when we develop pedagogic materials for science. Hence my concern over phylogenetic trees versus The Tree of Life. A phylogenetic tree is just a hypothesis about evolutionary relationships, based on available evidence. It cannot “be” the evolutionary history of the group of organisms in question; most of them are missing due to the incompleteness of the fossil record. It’s also essentially subjective, because you pick the characters that you analyze, and – if you’re looking at anything more than a handful of them – you run them through phylogenetic analysis software that makes a bunch of assumptions about how evolution works.

This is not to say that phylogenetics is in any way bad science. But neither is it infallible. Any tree can change with the emergence of new evidence. Sometimes it’s a newly discovered organism, recent or fossil. Sometimes it’s the inclusion of a known organism that had previously been excluded from the analysis. Sometimes its because of a new character set, a new analytical technique, a change in the assumptions underlying the software algorithms that are being used to reconstruct the phylogeny. Some relationships are more stable than others, being robustly supported by multiple lines of evidence, but nothing is completely certain.

When I put this to one of my colleagues, she expressed concern that if we didn’t give people the sense that there is real information in the trees, they might not care about this at all. I understand this perspective, but it’s a dangerous one. As scientists, we are comfortable with uncertainty. In fact, for many of us, uncertainty is what drew us into science in the first place. By our nature, we question everything, repeatedly, and this questioning drives our understanding forward. Unfortunately, most people outside of science want certainty. They expect us to be able to provide them with answers – if I eat this, will I shorten my life expectancy: yes or no? And they don’t like it when the answer is “maybe.”

But this does not mean we should give them certainty where none exists. To use an example provided by the same colleague, it is true that we are probably not going to change our minds next year and decide that gorillas are more closely related to us than chimps. But neither can we say with certainty that we won’t, if evidence emerges to support the alternate relationship. Twenty years ago, you wouldn't have found many scientists who thought whales and hippos were closely related, but now it's a widely accepted hypothesis. This may be frustrating to the lay reader, but it’s also science. We go where the evidence takes us, which is why we differ from creationists.

From uncertainty it’s a relatively short step to the unknowable, and this is where a lot of my colleagues get really uncomfortable, because we’re talking about the limits of science. Tim Minchin may think “Storm” is a dumbass for believing that there are aspects of the human body that are a mystery, but where paleontology is concerned there are all sorts of mysteries. We are stuck in what my graduate advisor used to call “evolution's epistemological gap” – we can see the end result of evolution, in terms of the diversity of species, and we can analyze and manipulate the processes that may have generated that diversity at a micro-evolutionary level, but our lifespans aren’t long enough for us to directly observe one leading to the other. We have a lot of powerful supporting evidence, but the most critical component – the fossil record – is hopelessly patchy.

In some cases, we can fill in the gaps with new fossil discoveries, and these often change the evolutionary narrative significantly. When I was a kid, I was told that we “knew” that our distant ancestors were fish with lungs that developed 5-toed limbs from their fins. They were able to survive out of water because of their lungs and the fins helped drag them back to the water, and so evolved into limbs. Very neat and also (probably) not true. We now know that things were more complicated than that; between 400 and 360 million years ago there were a bunch of different animals that were not quite fish and not quite land animal, that developed feet with far more than five toes, and that had gills, not lungs. The first feet may have had more to do with moving in an aquatic environment than the terrestrial one. And we will continue to find fossils that fill out the gaps in this story, in sometimes surprising ways.

Or maybe we won’t. As I said, the fossil record is patchy. The circumstances under which an animal is preserved are very specific and very rare. The likelihood that erosion exposes that animal at a time and place where someone can discover it is equally rare. And fossilization does not capture all of the evidence about the organism. I may have an exquisitely preserved oreodont skeleton, but I can’t tell you what color fur it had, what sounds it made, what it smelt like, or how it digested its food. And given the circumstances under which these animals are usually found, which do not allow for the sort of exceptional preservation seen in other fossil deposits, I may never be able to tell you. I don’t know about you, but I find that really exciting.

The “Tree of Life” is a bit like the Rudolph Zallinger murals that we have on the walls of the Peabody Museum. At first sight, the Age of Reptiles and the Age of Mammals look like panoramic views of the evolutionary history of these groups. But they are not. We now know – because of new evidence - that many of the animals pictured looked nothing like their reconstructions and would not have done the things that they are shown doing. Many of the species pictured together are actually separated by millions of years, and sometimes tens of millions of years. Even when they are contemporaries, the animals shown represent only a tiny fraction of the ones that would have been present in the environments pictured, let alone all those that have ever lived.

Does this mean the murals are useless? Not at all. Even now, they remain a powerful tool for teaching about evolution. As I’ve discussedelsewhere in this blog, The Age of Mammals is one of the best summaries of the effects of global climate change that one could ask for, while the Age of Reptiles shows us how our ideas about dinosaurs have changed as a result of the work of paleontologists, while still being an awe-inspiring work of art in its own right.

The Tree of Life is the same thing. It is a powerful metaphor for the interconnectedness of life, a good way to visualize our current understanding of how different organisms are related to each other, and a starting point for developing hypotheses of how evolution might have generated this pattern. But the idea that its neat pattern of nodes and bifurcations completely encapsulates the infinitely complex, intricate, and painstakingly slow process by which populations of millions of individuals change over time to give rise to new species is no more correct than saying that Zallinger’s mammal mural is a photographic record of what life actually looked like in the Oligocene.

When I first mentioned my concerns to my wife, she said (in a tone of barely suppressed outrage) “Are you telling me that you don’t believe in the Tree of Life?” (No, I’m not kidding – she really did say that). And yes, at some abstract level, I do. It’s even possible to believe that one day we might be able to build a complete Tree of Life – that we will describe every species of life on Earth (in a way that accounts for individual and population-level variability); that we will find all the fossils that we need to reconstruct the complete evolutionary history of every group that has ever lived; that we will develop unambiguous character sets that are devoid of homoplasy and immune to the effects of convergence; that we will build algorithms for phylogenetic reconstructionthat accurately reflect the true process of evolution. And that, having done so, we will stand back and admire our handiwork; a complete, entirely inclusive, 100% stable, and totally true Tree of Life. But to believe this will happen requires, dare I say it, quite a measure of faith.

I think I’ll stop there.