Self Assessment Tool Development

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1. 1. Introduction
   (Title and description)

2. What is the name of your Cultural Heritage Institution/Organisation?
   (Short answer)

3. In which country is your Cultural Heritage Institution/Organisation based?
   (Single option)

   • Austria
   • Belgium
   • Bulgaria
   • Croatia
   • Cyprus
   • Czech Republic
   • Denmark
   • Estonia
   • Finland
   • France
   • Germany
   • Greece
   • Hungary
   • Italy
   • Latvia
   • Ireland
   • Romania
   • Slovakia
   • Slovenia
   • Spain
   • Sweden
   • Turkey
   • Switzerland
   • Iceland
   • Norway
   • Lichtenstein
   • Georgia
   • Ukraine
   • Azerbaijan
   • Moldova
   • Bosnia and Herzegovina
   • North Macedonia
   • Montenegro
   • Albania
   • Serbia
   • Kosovo
   • Armenia
   • Russia
   • Belarus
   • United Kingdom
   • Other

4. Primarily, what kind of cultural heritage institution/organisation are you?
   (Single option)

   • Archive
   • Museum
   • Gallery
   • Library
   • Other Cultural Heritage Site (e.g., archaeological site, historical building)
   • Other

5. 2. Networks and Audience
   (Title and description)

6. Is your organisation (or an individual within your organisation) a member of any of the following networks or working groups? (multiple options possible)
   (Multiple option)

   • Europeana Network Association
   • NEMO (Network of European Museum Organisations)
   • ICOM (International Council of Museums)
   • ICOMOS (International Council on Monuments and Sites)
   • ICA (Institute of Cultural Affairs)
   • IFLA (International Federation of Library Associations and Institutions)
   • LIBER (Association of European Research Libraries)
   • ARIADNE network
   • A national/regional CHI network
   • DARIAH research network (Digital Research Infrastructure for the Arts and Humanities)
   • EADH (The European Association for Digital Humanities)
   • Other

7. Which of the following sectors does your organisation target?
   (Multiple option)

   • General public
   • Public sector (Ministries, government agencies, civil servants)
   • Creative
   • Publishing/News
   • Education (schools)
   • Education (college/university)
   • Research
   • Tourism
   • Private Business
   • Media
   • Other

8. Which of the following audiences is a priority for you? Please choose up to 3.
   (Multiple option)

   • Children
   • Youth
   • Families
   • Schools
   • Senior Citizens
   • Minorities
   • Refugees
   • General public
   • Local community
   • Disadvantaged communities
   • People with special educational needs
   • Tourists
   • Software developers
   • Business developers
   • Higher Education students
   • Citizen scientists / independent learners
   • Academics / Researchers
   • Other

9. Is the audience for your digital presence different from the audience for your physical presence?
   (Single option)

   • Yes (if yes, please elaborate)
   • No

10. 3. Finances and staffing
    (Title and description)

11. What is your organisation’s total annual budget?
    (Single option)

    • <9.999€
    • 10.000 - 49.999€
    • 50.000-99.999€
    • 100.000-499.999€
    • 500.000-999.999M€
    • 1-10M€
    • >10M€
    • Other

12. What percentage of that budget is allocated for work on digital collections (incl. digitisation)?
    (Short answer)

13. How many paid staff members do you have?
    (Matrix (Multiple option))

    • Total Whole Number (Total paid staff members / Total Number of FTE's / Number of FTE's working on digital collections)

14. Of those paid staff members, how many have the following expertise?
    (Matrix (Multiple option))

    • Number in FTE's. (Social media / Artificial Intelligence / Machine Learning (engineering) / Digitisation/photography / Digital curation / Legal Counselling (e.g. Intellectual property/Licensing) / Data/Information Science / Digital Preservation; Cataloguing/metadata, Programming/IT / Other (please specify))

15. How many volunteer staff do you have?
    (Matrix (Multiple option))

    • Total Whole Number (Total volunteer staff members / Total Number of FTEs / Volunteers working on digital collections)

16. Of those volunteer staff members, how many have the following expertise?
    (Matrix (Multiple option))

    • Number in FTE's (Social media / Artificial Intelligence / Machine Learning (engineering) / Digitisation/photography / Digital curation; Legal Counselling (e.g. Intellectual property/Licensing) / Data/Information Science / Digital Preservation / Cataloguing/metadata / Programming/IT / Other (please specify))

17. What are your organisation's sources of funding?
    (Multiple option)

    • National
    • Affiliate funding (e.g. from a University or large institution)
    • European
    • Local/municipal
    • Donations / sponsorship
    • Merchandising
    • Sales
    • Licensing
    • Crowdfunding
    • Other

18. To what extent are the following issues with financing and staffing a concern for your organisation?
    (Matrix (Single option))

    • Not enough staff (Not a concern / Slightly concerning #financing / Moderately concerning #financing / Very concerning #financing)
    • Existing staff capacity (Not a concern / Slightly concerning #financing / Moderately concerning #financing / Very concerning #financing)
    • Need for staff training (Not a concern / Slightly concerning #financing / Moderately concerning #financing / Very concerning #financing)
    • Recruiting trained staff (Not a concern / Slightly concerning #financing / Moderately concerning #financing / Very concerning #financing)
    • Problems with organisational structure (Not a concern / Slightly concerning #financing / Moderately concerning #financing / Very concerning #financing)
    • Lack of strategic vision (Not a concern / Slightly concerning #financing / Moderately concerning #financing / Very concerning #financing)
    • Not enough funding in general #financing (Not a concern / Slightly concerning #financing / Moderately concerning #financing / Very concerning #financing)
    • Not enough funding for digitisation and digital collections work (Not a concern / Slightly concerning #financing / Moderately concerning #financing / Very concerning #financing)
    • Funding in general is often project-based (Not a concern / Slightly concerning #financing / Moderately concerning #financing / Very concerning #financing)
    • Funding for digitisation and digital collections work is often project-based (Not a concern / Slightly concerning #financing / Moderately concerning #financing / Very concerning #financing)

19. Does your Institution have a collection/collections?
    (Single option)

    • No
    • Yes - both physical and digital collections
    • Yes - digital collections only
    • Yes - physical collections only

20. 4. Physical collections
    (Title and description)

21. 5. Digitisation
    (Title and description)

22. 6. Digital Collections
    (Title and description)

23. 7. Satisfaction with Europeana and national and domain aggregators
    (Title and description)

24. 8. Standards
    (Title and description)

25. 9. Digital Strategy
    (Title and description)

26. Which of the following activities does your organisation have a strategy for?
    (Matrix (Multiple option))

    • Is this area addressed in a public document? (Online merchandising / marketing / Online user engagement / participation #userEngagement / In-person user engagement/participation / Digital preservation / Staff training / digital capacity building / Social media and communications / Digital audience education / development #audienceEngagement / General operations in the organisation #impact / Ethical considerations / Licensing/copyright and other legal considerations / International collaborations/networking / Digital transformation in general #digitalStrategy / Digitisation of collections #digitalCollections / Cataloguing of collections / Management of born-digital collections #copyRightManagement / Multilingual access / Artificial Intelligence / None / Other )
    • Does this area cover all departments in the organisation? (Online merchandising / marketing / Online user engagement / participation #userEngagement / In-person user engagement/participation / Digital preservation / Staff training / digital capacity building / Social media and communications / Digital audience education / development #audienceEngagement / General operations in the organisation #impact / Ethical considerations / Licensing/copyright and other legal considerations / International collaborations/networking / Digital transformation in general #digitalStrategy / Digitisation of collections #digitalCollections / Cataloguing of collections / Management of born-digital collections #copyRightManagement / Multilingual access / Artificial Intelligence / None / Other )
    • Is there a plan to make a strategy for this area in future? (Online merchandising / marketing / Online user engagement / participation #userEngagement / In-person user engagement/participation / Digital preservation / Staff training / digital capacity building / Social media and communications / Digital audience education / development #audienceEngagement / General operations in the organisation #impact / Ethical considerations / Licensing/copyright and other legal considerations / International collaborations/networking / Digital transformation in general #digitalStrategy / Digitisation of collections #digitalCollections / Cataloguing of collections / Management of born-digital collections #copyRightManagement / Multilingual access / Artificial Intelligence / None / Other )

27. 10. Audience reach and participation
    (Title and description)

28. Which, if any, of the following social media platforms is your institution on? And how does your institution use these platforms?
    (Matrix (Multiple option))

    • Facebook (Distribute content / Promote events #audienceEngagement / Short editorials / Educational outreach #audienceEngagement / Competitions #audienceEngagement / Other)
    • Twitter (Distribute content / Promote events #audienceEngagement / Short editorials / Educational outreach #audienceEngagement / Competitions #audienceEngagement / Other)
    • Instagram (Distribute content / Promote events #audienceEngagement / Short editorials / Educational outreach #audienceEngagement / Competitions #audienceEngagement / Other)
    • TikTok (Distribute content / Promote events #audienceEngagement / Short editorials / Educational outreach #audienceEngagement / Competitions #audienceEngagement / Other)
    • LinkedIn (Distribute content / Promote events #audienceEngagement / Short editorials / Educational outreach #audienceEngagement / Competitions #audienceEngagement / Other)
    • Other (Distribute content / Promote events #audienceEngagement / Short editorials / Educational outreach #audienceEngagement / Competitions #audienceEngagement / Other)

29. What participatory activities has your institution been involved in?
    (Multiple option)

    • Crowdsourcing campaign/s (e.g., transcriptions, metadata, etc.)
    • Adding user-generated content to your digital collections
    • Citizen science (e.g. public involved in experiments/research)
    • Crowdfunding
    • Hackathons
    • Wikimedia projects
    • Other

30. In which sectors do you have collaborations?
    (Multiple option)

    • Education (school) #collaboration
    • Higher Education #collaboration
    • Research #collaboration
    • Creative industries #collaboration
    • Municipalities #collaboration
    • NGOs #collaboration
    • Grassroot communities #collaboration
    • Activism #collaboration
    • Tourism #collaboration
    • local produce (e.g. food producers/markets) #collaboration
    • Tech and innovation #collaboration
    • Other

31. How often do you monitor the institution's performance on these sites?
    (Matrix (Single option))

    • On your institution's own website (Never / Yes, Occasionally / Yes, Often / We want to do this in future)
    • On social media sites (Never / Yes, Occasionally / Yes, Often / We want to do this in future)
    • On an aggregator's website (Never / Yes, Occasionally / Yes, Often / We want to do this in future)

32. Do you have performance indicators in the following areas?
    (Multiple option)

    • Items catalogued
    • Items digitised
    • In-person visits to your institution
    • Engagement on social media platforms
    • Engagement on your institution’s own website
    • Engagement on your aggregator’s website
    • Visitor satisfaction (in-person)
    • Visitor satisfaction (online)
    • Publications
    • Successful funding grants
    • Sales (merchandise)
    • Sales (tickets)
    • Sales (other - please specify)
    • Europeana Impact framework Assessment
    • Environmental sustainability
    • Stakeholder engagement
    • Partnership development
    • Diversity, equity and inclusion
    • Metadata quality
    • Quality of digital reproductions
    • Other

33. 11. What else?
    (Title and description)

34. Please write anything you would like to tell us.
    (Long answer)

35. Were there sections that you found hard to understand/answer in this survey or anything that could be improved for the next version?
    (Long answer)

36. Which of the following issues interest you? Or would you like more information on?
    (Multiple option)

    • Open Access #openAccess
    • Value Chains #ValueChain
    • Impact #impact