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Table of Contents

List of Contributors

1 Introduction
1.1 What to Look for in This New Edition
1.2 Using This Manual
1.3 Dimensions of Sustainability

2 Museum Planning
2.1 The Need for Museum Planning
2.2 Preplanning
2.3 The Facility Planning Process
2.4 The Planning Team

3 Museums as Social Institutions
3.1 Institutional Evolution
3.2 Foundation Statements
3.3 Museums in Service to Society
3.4 Planning Goals, Principles, and Assumptions

4 Planning the Visitor Experience
4.1 Planning for Community Needs
4.2 Market Analysis
4.3 Exhibitions, Interpretation, and Public Programs
4.4 Planning Space for Learning
4.5 Integrating Social Spaces
4.6 Planning Amenities for Visitors
4.7 Planning for Universal Design and Diversity

5 Understanding Collections
5.1 Collection Basics
5.2 The Policy Framework
5.3 The Planning Process for Collections

6 Planning for Display
6.1 Modes of Display
6.2 Long-Term Permanent Collection Display
6.3 Temporary Exhibition Galleries
6.4 Planning for Exhibition and Collections Support Space

7 Planning for Collections Care
7.1 The Life of Collections and the Cost of Keeping Them
7.2 Planning for Collections Storage
7.3 Digitization of Collection Records
7.4 Planning a Conservation Laboratory
7.5 Planning for Research

8 Preventive Conservation

8.1 Preventive Conservation and the Museum Planning Process
8.2 Categorizing Risk
8.3 Strategies for Mitigation of Catastrophic and Severe Events
8.4 Impact of Environmental Conditions on the Preservation of Collections
8.5 The First Line of Defense: The Passively Buffered Environment
8.6 The Second Line of Defense: The Actively Controlled Environment
8.7 Environmental Monitoring Systems
8.8 Implications for Building Design and Construction

9 The Museum in Action
9.1 Twenty-Four Hours in the Life of a Museum
9.2 Organizing the Action
9.3 Management of Operations
9.4 Everyday Challenges

10 Safety and Security
10.1 Risk Management
10.2 General Security Strategy
10.3 Protecting People
10.4 Protecting Collections
10.5 Protecting Buildings
10.6 Continuous Evaluation and Improvement
10.7 Security Advice

11 Service and Support
11.1 Facility Management
11.2 Support Spaces for Exhibitions, Programs, and Events
11.3 Deliveries, Supplies, and Garbage Removals

12 Planning for Staff
12.1 Staff Growth and Change
12.2 Developing Staffing Plans
12.3 Staff Spaces

13 Attendance, Operating Revenue, and Expense Projections

13.1 Operating Assumptions
13.2 Attendance Projections
13.3 Revenue Projections
13.4 Expense Projections
13.5 The Bottom Line: A Realistic Approach

14 Essential Planning Documents
14.1 Museum Building Zones and Functional Areas
14.2 From Net to Gross Area
14.3 Facility Strategies and Functional Programs
14.4 Using the Essential Planning Documents

15 Environmental Sustainability
15.1 The Cost of “Green”
15.2 Mission Alignment
15.3 A Quadruple Bottom Line
15.4 Providing Leadership in Sustainability
15.5 Taking the Long View of the Planning Process
15.6 Sustainability Policy and Action Plan
15.7 Sustainability Standards and Metrics

16 Establishing a Project Budget and Schedule
16.1 Right Sizing
16.2 Capital Cost Estimates
16.3 Fund-Raising and Feasibility
16.4 Priorities and Phasing
16.5 Schedules

17 Project Management
17.1 Definition of Project Management
17.2 The Project Manager (PM)
17.3 The Role of the Project Manager
17.4 Duties of the Project Manager
17.5 Project Manager Engagement

18 Site Selection
18.1 The Site Selection Process
18.2 New Build versus Adaptive Reuse

19 Design and Construction
19.1 The Design and Construction Team
19.2 Stages of Design and Construction
19.3 The Architect Selection Process
19.4 Selection of an Exhibition Development Process and Designer
19.5 Contracting Options for Building Construction

20 Managing Costs and Cash Flow
20.1 Role of the Cost Consultant
20.2 Cost Factors Specific to Museums
20.3 Life-Cycle Costing
20.4 Value Engineering
20.5 Cash Flow
20.6 Financing Options

21 Ramping Up to Opening Day
21.1 Critical Milestones
21.2 Operations During Construction
21.3 Opening Day—and the Day After

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