1. OPEN HERITAGE Fiona Smith Hale - Chief Knowledge Officer
Joanne Burelle - Manager, Information Management Services
November 8, 2016
EC ID #  

2. THREE NATIONAL MUSEUMS
CANADA AGRICULTURE AND FOOD MUSEUM
Science & Tech re-opening in November 2017
CANADA AVIATION AND SPACE MUSEUM
CANADA SCIENCE AND TECHNOLOGY MUSEUM
“To foster scientific and technological literacy throughout Canada by establishing, maintaining, and developing a collection of scientific and technological objects, with special but not exclusive reference to Canada, and by demonstrating the products and processes of science and technology and their economic, social and cultural relationships with society.”
– Museums Act

4. CHANGING EXPECTATIONS
Citizens expect participation and engagement
External engagement driving new information management requirements
Customers
and partners becoming part
of content
ecosystem
Demand for direct access
Mobile access anytime, anywhere

5. IM TIMELINE @ CSTMC July 2011 - GCDocs Implementation
June to September 2013 – Training
January & February Open Heritage – Proof of Concept
March Portal went “live”
March & April Pilot Group
April 2016 to present - Training

6. IMPLEMENTING AND ENGAGING
Updated the IM Policy framework with Business Rules & Guidelines
Implementation by linked business units
IMAs (Information Management Advisors) – 1 from every business unit
TIPS & Tricks, Poster Boards, Intranet
All new staff gets trained within one-week of onboarding – Follow up (3 days / 3 weeks / 3 months)
Refresher Training Sessions
Collaboration with IT & HR
Naming Conventions
IMAs = Super Users
Awareness & Training
Strong connections with HR and IT
Not currently opening

7. OPEN GOVERNMENT www.opengovpartnership.org
• April 2012, Canada joined the international Open Government Partnership (OGP)
• The OGP is “a multilateral initiative that aims to secure concrete commitments from governments to promote transparency, empower citizens, fight corruption, and harness new technologies to strengthen governance.”
• 70 countries have joined the OGP since it was founded.
In April 2016, the OGP announced that it will be piloting an initiative to bring 10 sub-national governments into the Partnership, including the Government of Ontario.
TBS`s Directive on Open Government came into effect October 2014
Committed to the Government of Canada's agenda for openness and transparency
Open Government = Better Government (Transparency & Accountability)
Collaboration between departments – saves money
Sharing info – not reinventing the wheel
Improves research, improves quality of programs and services
Foster Collaboration and Innovation

8. OUR SUITE OF OPEN INITIATIVES
Data
Open Heritage
Open
Archives
Library
Catalogue
Collection
online

9. WHAT IS OPEN HERITAGE? = Radical Transparency
Open access to our corporate information
Share corporate documents on the principal of “Open by Default”
Putting information within public reach
Documents go LIVE on the portal within 2-3 hours
The public will only see the latest version
They can access the portal but not EDRMS
Documents go live in REAL-TIME
Open Heritage is the NAME of our portal
New Reality – We are at the forefront – leading the way
Making our current, unclassified, working documents available -
Accountability – Transparency
After your made changes and save your document, the new version will appear on the portal within 2-3 hours
Museum Content

11. OPEN HERITAGE PORTAL documents.techno-science.ca Stats
Leveraging GCDocs

12. VISION FOR OPEN HERITAGE
Strong Leadership Support
Committed to Government of Canada’s agenda for openness and transparency
Advance the field: create opportunities for re-using, re-mixing and creating new knowledge
Provide open and timely access to research and information assets, in keeping with mandate to develop a national collection and foster knowledge
Share information holdings on the principle of “open by default”
Strong leadership and support and follow-up from our President & CEO – Alex Benay
IM Champion, Director General of CAFM – Kerry-Leigh Burchill
Provide open access to research and information assets, in keeping with our mandate to develop a national collection and foster knowledge
Provide access to the knowledge we hold in trust for all Canadians
Share information holdings on the principle of "open by default" 

13. OPEN HERITAGE USER STORIES: RESEARCHER
As a student researcher, I can find the story behind a museum acquisition, providing unique insights for my research thesis.

14. OPEN HERITAGE USER STORIES: CURIOUS CANADIAN
People want to participate and engage
As a Curious Canadian, I can discover the internal information holdings of the museum, allowing me to dig deep into my passion for technology.

15. OPEN HERITAGE USER STORIES: TEACHER
As a teacher, I can discover educational resources that are under development, so I can contact the museum and help shape what will be of value for my classroom.

16. OPEN HERITAGE USER STORIES: EXHIBITION PLANNER
As an exhibit planner, I can see the projects the museum is working on, so I can plan early to bring the exhibition to my science centre.

17. OPEN HERITAGE USER STORIES: AUTHOR
As an author, I can draw upon information that has never been published, allowing me to make Canadian stories of innovation more accessible for everyone.

18. EXECUTION TACTICS FOR OPEN HERITAGE
Open Information in the Government of Canada
Leverage Technologies Already in Place at CSTMC
Consult
Threat Risk Assessment
Communicate
Measure Success with Dashboard
Build on and Expand Network of Partners

19. Culture and Mindset SHIFT
Sharing authority: real-time planning and participation by staff with Canadians across Canada
Stronger execution via national partnership, not in isolation
Developing a culture of engagement by all staff at CSTMC
Amplifying a “get things done” mindset
78% of staff are working open by default
2,690 documents are live on the portal NOW
Real-time – 2-3 hour for updates to appear
Sharing drafts

20. OPEN HERITAGE AND STAFF
Engage ALL staff
Empowered employees, distributed responsibility
Training and support
Identifying what documents can and cannot go on portal
Tagging documents, naming conventions
Engaging IMAs (Information Management Advisors)
Adjust document templates
Provide context and disclaimer
Identify “Drafts” as such
Share and use the portal with your network
Focus on what can be shared (Yes, release / Maybe, to review / No, protected info)
Green - Release
Current working drafts (identified in title and/or watermark) go LIVE
Folders art set up to be open – any new docs go live – our top priority is current docs – as we move forward we open the older docs
Documents only for now - No
Staff use the portal to share with their networks
Empowered employees, distributed responsibility
Document templates that provide context

21. THANK YOU
MERCI
Fiona Smith Hale Joanne Burelle