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                    <text>"Is it safe? - balancing conservation, operation and display of rail
vehicles at the National Railway Museum"
Chris Beet and Anthony Coulls
Engineering &amp; Operations Manager Chris Beet and Senior Curator of Rail
Vehicle Collections, Anthony Coulls look at managing the conservation
and operation of historic locomotives and rolling stock from the
National Collection in the 21st century. The world and legislation move
on, but our collection is rooted in time, often with objects that were
built and run in the days before Health &amp; Safety law became commonplace.
The National Railway Museum has made the decision to run some of its
locomotives on the main line railway, and this requires further
following of safety procedures. Chris &amp; Anthony will seek to highlight
some of the ways that they have to follow current best practice from
both an engineering, operation and conservation point of view to make
the collection accessible to as wide an audience as possible.
The title of this paper “Is it Safe”? reflects a question posed of the one time Head of
Engineering Collections at the NRM, Richard Gibbon, who will be know to many of
you. He was asked it one day whilst steaming up our working replica of “Rocket”,
built in 1979 to the original 1829 design. His response was “of course it isn’t – it’s an
1820s design” – and this may be amusing to us here today, but said to the wrong
person, might have prevented the operation of the locomotive and made the lives of
those of us who work with operating historic machinery that little bit harder!
I will look at the National Railway Museum’s basics of operation and then Chris will
follow with specific examples from practical experience of running historic
locomotives on the main line railway of today.
We have a policy across the National Museum of Science &amp; Industry which I shall
touch on briefly, and is appended to this paper, which looks for the Collections Side
of Selecting and Operating items from the collection.
Once a vehicle has been selected, we then produce a detailed Conservation
Management Plan which is worked into the practical conservation or restoration
work and used as a management tool, detailing as it does both the historical work
and significance of the vehicle and also how the vehicle is to be repaired, operated
and documented.
We use these plans for all our vehicles, and are able to justify operating unique and
elderly locomotives through having worked through the rationale of a conservation
survey being undertaken to ensure minimal loss of historic fabric whilst allowing safe
operation in the light of current legislation. We have a hierarchy of replacement on
locomotive parts – so bearings, boiler tubes and such like are consumables, whereas
replacement of frames, boilers etc is much more intrusive and less likely to find
favour. In some cases it is easier and more cost effective to repair than replace with
new. An extreme case for the NRM has been the repair of Flying Scotsman’s boiler,
where we have had a new copper firebox made and fitted in the traditional manner,
rather than going down the route of having an all welded new boiler made. We

�know htat the techniques to repair and maintain a copper firebox still exist, whereas
repairing an all welded steel boiler of that size is an art which is still being learned.
A major part of this papar though needs to consider how we are operating 19th and
20th century machinery in the 21st century. The hardware we are operating remains
basically constant, but the environment has changed a lot even in the 42 years since
the last steam locomotives ran on British Rail.
Track has become higher in places, many lines now have overhead electric wires in
place for power, platforms and stations have been rebuilt. Trains that operate on the
lines have become faster.
How have the heritage world and the NRM been able to cope?
Every vehicle has to have a Fitness to Run examination if it is to be even towed on
the main line railway. Axles must be ultrasonically tested at the very least and brake
systems checked. If it is a locomotive, then it must be mechanically sound – and if a
steam loco, the boiler must pass an annual inspection for insurance as a pressure
vessel. Air brake receivers for any vehicle must also pass the same inspections.
Some of our heritage collection is too tall to safely work under electric wires, so we
have had to reduce the height by replacing items such as cab sides or chimneys with
ones an inch or so lower to make them fit. This is reversible in most cases and often
un-noticeable to the human eye. Interestingly, it is not always the locomotive’s
chimney or dome that is the tallest part. We also do not allow operating staf to
climb on locomotives whilst under electric wires. You can also see on this slide that
we have introduced lower level water fillers on the locomotive tenders to prevent
the need to go on top. These also fit standard fire hoses, to allow for filling from
hydrants or tankers – as the steam age infrastructure for servicing steam locos is
long gone.
We have to adapt to modern operating procedures and carry electrickery as one of
my colleagues puts it – On Train Monitoring and Recording (the railway “Black
Box”) and Train Protection and Warning System – which are modern requirements
that have had to be adapted to work on steam age technology, so one finds
electronics that have to be designed to work in the hard physical world of the steam
railway. Then one has to find the space on a team loco to put it all (see slide) and
then maintain it with hot oil and steam around, water and coal dust!
There is a requirement to carry a modern high intensity headlamp for visibility, along
with modern data and warning signs as well! Of course our staff and volunteers have
to comply with modern Health &amp; Safety too, and at the very least carry full Personal
Track Safety cards after extensive training. The actual operation of the locomotive
remains in the hands of the Train Operating Company who provide a driver, fireman
or secondman and a Traction Inspector. We then also have an owner’s
representative on the loco to advise on any issues, faults or foibles. On a heritage
railway, many of these issues do not arise, but we still must remain ahead of the
game at all times

�The very fact that we continue to operate heritage locomotives on the main line
railway is at times on reflection, little short of marvellous…

NMSI
Policy and Procedures for Selecting and Operating
Historic Objects from the Collections of the National
Museum of Science &amp; Industry

Date Ratified:

Date for Review:

New or Revised Policy
Written by :
Distribution:

New
Marta Leskard, Conservation Manager
Paper, electronic copies, shared Collections drive

This document to be read in conjunction with associated Policies and museums’ policy
drafts
Related Science Museum
Science Museum Collecting Policy, 10 July 2007
Documention:
Science Museum, Indemnity &amp; Insurance Management,
draft policy 2007 (M. Rollo)
National Museum of Science &amp; Industry, Corporate Plan
2006
Science Museum Human Remains Policy, draft August
2005 (L. O’Sullivan)
Collections Management Policy, National Museum of
Science &amp; Industry, April 2005
Conservation of objects in the care of the Science
Museum, Policy statement, January 2005 (H. Newey)
Increasing access to the Science Museum’s collections
through live interpretation, draft policy, 19 June 2003

Version
1.0
2.0
3.0
4.0
4.1
4.2
4.2

Date
03/04/2008
27/05/2008
09/09/2008
09/04/2009
12/03/2010
18/03/2010
26/05/2010

Status
Draft
Draft
Draft
Draft
Draft
Draft
Final

Comments

Revised for NMSI
Added E. Bartholomew comments
Added H. Ashby comments
Approved NMSI CG 18/05/2010

�CONTENTS:
1.

POLICY STATEMENT

2.

PROCEDURE
2.1

Proposal

2.2

Selection

2.2.1
2.2.2
3.

Selecting Functions for Display
Risk Factors

SELECTION PROCESS
3.1
3.2

Statement of Significance

3.3

Conservation Objectives

3.4

Treatment Plan

3.5
4.

Curatorial, Conservation and Information
Assessments

Treatment Implementation

OPERATION

4.1

Records

APPENDIX A
APPENDIX B
APPENDIX C

�1.

POLICY STATEMENT

The National Museum of Science and Industry, through its institutions The Science Museum,
The National Railway Museum and The National Media Museum, holds one of the world’s
pre-eminent collections in science, technology, industry, transport and medicine. These
collections provide an unequalled record of the first and second industrial revolutions and
beyond. They contain not only unique icons of international significance but also the everyday
items that show the impact of science on how human lives are lived.
As leaders in science and technology communication and learning, the NMSI remains
committed to operating historic objects, recognising that the high levels of interest and the
educational value in “working objects” make a meaningful connection between the museum’s
visitors and the collections
The NMSI’s selection, risk assessment and review processes (based on the tenets of the
National Heritage Act, 1983) are to ensure that working objects are used in a safe, secure
and sustainable way, according to best practice, now and for the future, letting the importance
and condition of the object and the quality of the evidence for an earlier state guide the
decision.

�2.

PROCEDURE

The procedure for selecting an object for operation follows detailed proposal and selection
criteria

2.1

Proposal

At each museum. an object may be proposed for operation by staff from any
department- as all are stakeholders in the museum’s vision. Additionally, proposals
may come from outside groups- researchers, engineers, special interest groups,
artists and filmmakers

•

•

•

•

•

•

•
•

Each operation will be approved by the appropriate museum management team ( see
Appendix A) after consideration of all of the following:
the object’s cultural significance, which is the aesthetic, historic, scientific, social or
spiritual value that it has for past, present and future generations. Objects which are
considered rare will not be considered for operation as use is mutually incompatible
with preservation of the whole.
the significance of the object’s function(s), including its alterations, repairs and
modifications, if any. Any new use of an object will be compatible with original
function with minimal change to fabric, respect of meanings and associations and
continuation of practices which contribute to the cultural significance of that object.
the object’s current condition and state of preservation, the likely impact of wear to
significant parts, the need to update to current safety standards and the requirement
to remove hazardous materials and/or functions. Objects which are beyond their
economic life (ie: in a state of accelerated wear) will not be chosen for operation
unless physical integrity is deemed insignificant in relation to significant function.
the benefit to the public and to the museum, in order to inspire innovation, engage
understanding, motivate learning or preserve the collections.
Publicity, direct revenue generation, sponsorship attraction or special interest group
gratification may be considered as supplemental reasons for proposal for operation
but are not acceptable motivations on their own.
the resources required for maintaining the functionality for both the short and long
term. Money, time, facilities, equipment and skilled staff are required for treatments,
maintenance and repair programmes. Thorough documentation including
photography of all processes from decision-making to maintenance logs and
handling requirements must be kept and be made accessible. Where resources
cannot be committed to the long-term maintenance, repair and replacement
programme, an object shall not be selected for operation.
museum needs in terms of frequency of operation and number of objects operating.
One operating object can be a focus for visitors but several operating objects can
become a distraction or have minimal impact on public programmes
restrictions of museum context (available space, exhibit design, health &amp; safety
requirements).
opportunities to record through the media of film and photography the return to
operation, use and maintenance in order to maintain knowledge of craft and
traditional skills.

�2.2

Selection

A “working object” can be anything that originally had an operational function and can
be either stationary or mobile.
Operating a working object can mean anything from demonstrating only one
particular function to running the full functional complexity.
Every object in the collections with an operational function is assumed to be suitable
to be a working object unless it is considered “rare”. Rare is defined as unique, an
icon, of incomparable significance, nationally important or bearing important historic
evidence such as developmental information, significant use, original fabric.
The decision about whether an object is considered rare and therefore not a “working
object” will be made by the relevant curator and endorsed by the chief Curator or
relevant Head of Collections.

2.2.1 Selecting Functions for Display
The selection of functions for display, educational and access purposes will be driven
by an explicit evaluation of the significance of different functions. Operation will
contribute to building individual and meaningful connections with science and
technology through:
• adding to the understanding of function, purpose and significance
• showing the sensory aspects of sound, sight, feel and smell
• illustrating technological, social and/or economic change
• preserving significant function
• preserving or rediscovering traditional skills associated with the fabrication,
operation and repair of working objects
• inspiring and sustaining an interest in science, industry, engineering, history
and/or museums

2.2.2 Risk Factors
Risk factors which must be considered are:
• possible loss of historic information, including significant evidence of use,
during restoration to working order
• potential replacement of original parts or alterations of original design for
operational or health and safety reasons and regulations or through wear
caused by operation
• potential difficulty in determining originality of parts or original appearance
• increasingly unavailable historic materials and craft skills making accurate
reproduction of parts or appearance difficult or impossible
• potential deterioration of historic fabric caused by the substitution of modern
materials and techniques
• potential increased deterioration of historic fabric caused by uncontrollable
operational environments, particularly outdoors, or through accident,
inappropriate use or abuse or insufficiently trained operators
• insufficient resources allocated to restore an object to working order or to
completing the project as a result of underestimating needed allocation,
escalating costs, project shortfall or changing priorities and long-term plans.
• imbalance of resources required to maintain and demonstrate the working
object and to train the operators against the return in benefit to the museum
in terms of public interest or educational value.

�•

3.

non-refundable costs of minimising risk through loss or damage to an working
object as the museum may not be able to find the resources to purchase
commercial insurance (see Appendix B)

SELECTION PROCESS
3.1
•

•

•

Curatorial, Conservation and Information
Assessments:
The Curatorial Assessment will be the responsibility of the relevant curator,
with input from the chief Curator or the relevant Head of Collections, and will
define what the object is and what its function(s) were/are. It will fully detail
an object’s history and provenance and will include research into similar
objects to enable comparisons of rarity, condition, integrity and interpretive
potential.
The Conservation Assessment will be the responsibility of the relevant
Conservation Manager and will focus on the material(s) of the object and its
condition and functionality. It will include a description of the physical fabric
and function(s), analysis of samples as required, identification of alterations
and an appraisal of the wear level(s). It will outline the resource implications
for treatment, maintenance, environment, security, health &amp; safety
regulations, access, exhibition, storage, handling and object movement, with
input from relevant museum departments (see Appendix A).
The Information Assessment will be the responsibility of the Registrar and will
assess the issues of indemnity and insurance and the financial and legal
responsibilities of the museum.

3.2. Statement of Significance
A statement of significance, drawn from the curatorial, conservation and information
assessments, will give a reasoned clear summary describing the values, meaning
and importance of the object. It will include:
•
•
•

cultural significance- context, history and uses
significant values- aesthetic, historic, scientific, social, spiritual
significant alterations, modifications and repairs

It will be the responsibility of the relevant curator to produce the statement which will
be a formal document retained as part of the historic record of the object, filed in a
format designated by Collections Documentation.

3.3

Conservation Objectives

The conservation objectives, based on the conservation assessment, will outline all
aspects of the object’s care and use, so that treatment and operation does not
compromise the significance of the object
•

The level of operation acceptable for the object’s preservation will be
established:
o no operation

�o
o
o
o
o

mothball, shutdown or freeze
minimal operation- for maintenance purposes only under tightly
controlled conditions
low levels of operation for occasional demonstration under controlled
conditions
medium levels of operation for infrequent demonstration under
medium controls
high levels of operation for regular demonstration

•

The appearance objectives appropriate for the object will be defined.

•

The proposed future use will be determined:
o permanent display, including demonstration on or off-site, visitor
access or static exhibit
o long-term loan for operation or demonstration
o temporary display, including demonstration, visitor access or static
exhibit
o storage

The conservation objectives will be an itemised Conservation Management Plan
produced by the relevant Conservation manager/ Conservator and will be used to
inform the treatment plan.

3.4

Treatment Plan

The treatment plan will establish all potential options to satisfy the conservation
objectives including:
•
•
•
•
•

•

alterations required for compliance with regulations, including removal of
hazardous materials
preservation of internal components
safety and stability of the object
works to achieve appearance
replacement of like with like or with modern materials, and conservation,
retention or disposal of original components depending on an assessment of
their significance
use of traditional skills or modern methods for repairs and replacement
manufacture

The treatment plan will determine the resources required for all the treatment options:
•
•
•
•
•
•
•

skills
equipment
materials
space
continued availability and commitment of resources
projected maintenance including tasks, schedules, costs, skills and supplies
future sources of suppliers

The treatment plan will identify the options for operation and display and/or storage
with details of space, resources and logistics included for each option.
The final stage of the treatment plan will be to select the approach to be
implemented after review of the options. This review will be undertaken by the initiator
of the proposed project, the relevant curator, the relevant Conservation manager and
the Registrar. Resource considerations, both for achieving and sustaining the
decision, will be a priority.

�The Treatment Plan will be included in the Conservation Activity in MMXG.
The final decision will be endorsed by the appropriate museum executive managers
(Appendix A) and the justifications for the decision will be a formal document retained
as part of the historic record of the object.

3.5

Treatment Implementation
The treatment implementation will include both the treatments as specified by the
Treatment Plan and the production of an Operating and Handling Guideline and
Inspection Record and Maintenance Plan.
The Operating and Handling Guideline will include:
•
•
•
•
•
•

parameters and limits of operation
operation methods
authorised operators and required training
operation logbook template
moving and handling instructions
identified hazards

The Inspection Record and Maintenance Plan will include:
•
•
•
•
•

inspection plan and schedule
maintenance plan and schedule
specified fuels and lubricants
the treatment plan decision to replace like with like or with modern
alternatives
inspection record and maintenance record templates

�4.

OPERATION

The Operational Logbook, produced as part of the Operating and Handling Guideline, and
the Inspection and Maintenance records, based on the Inspection Record and
Maintenance Plan, are to be rigorously kept and updated throughout the object’s working
life and the documents retained as part of its historic and technical record.
Resources, allocated as determined in the treatment planning, will ensure that the
Inspection Record and Maintenance Plan can be carried out as specified. Where
adequate resources cease to be available for ongoing maintenance, necessary repairs or
legislated modifications, a review of the operational plan will be held.
Periodic reviews will also be undertaken to determine whether an object should continue
to be operated, whether the operation should or must, by reason of changing regulations
or legislation, be modified or whether the object is no longer suitable for operation.
A project manager or project owner will be given the responsibility for the programme for
continued operation of the historic object and will conduct the reviews consulting with all
relevant stakeholders,
The programme and methodology for operating an object will not be modified or altered
without review.

4.1

Records

Treatment and operating records will be kept in these formats:
•
•

•
•

Initial and on-going object treatment in the Conservation Activity in MMXG
Up-to-date maintenance record in the Working Object Database,
Conservation Server which can then be linked to MIMSY as a separate MS
Excel file. This file can be retrieved and edited inside MIMSY or
independently as a common MS Excel file.
Maintenance history in the hard-copy Logbook held in the object’s green file.
Where there is a statutory requirement for a specific format of record this will
be adopted as the standard for NMSI record keeping (for instance a Rail
Vehicle Maintenance &amp; Operation Policy)

�APPENDIX A
Selection Management Teams:
The Science Museum

•

Science Museum Policy and Operations
Committee:
Chief Curator
Head of Conservation &amp; Collections Care
NMSI Head of Corporate &amp; Collections
Information
Head of Library &amp; Archives
Security Manager

The Conservation Assessment will be the responsibility of the relevant
Conservation Manager, with input from Logistics, Security and the Collections
Hazards Management Group.

The National Railway Museum Collections Development Group:
Head of Knowledge &amp; Collections
Senior Curator Rail Vehicle Collections
Engineering &amp; Rail Operations Manager
Registrar
Curator of Railways
Curator, Archive &amp; Library Collections
Learning Manager
Professor of Railway Studies
•

The Conservation Assessment will be the responsibility of the Conservator
and/or the Engineering &amp; Rail Operations Manager with input from the Senior
Curator, Rail Vehicles Collections; Head of Knowledge &amp; Collections;
Collections Development Group.

The National Media Museum

Collections Group
Head of Collections &amp; Knowledge
Conservator
Collections Manager
Curator of Photographs (x2)
Curator of Photographic Technology
Curator of Cinematography
Curator of New Media
Curator of Television

•

The Conservation Assessment will be the responsibility of the Conservator
with input from the Collections Manager, relevant subject Curator, Head of
Collections &amp; Knowledge and the Collections Hazards Management Group.

�APPENDIX B
The factors which must be considered before proposing to
operate an object on loan in:
Collections Registration must be consulted before any object on loan in is considered for
operation.
The owner’s approval will have to be sought and obtained in writing. In the case of some
historic loans, it may prove difficult or impossible to identify a current owner.
The Government Indemnity Scheme does not cover loss or damage arising while objects on
loan are driven, piloted, flown, sailed, ridden, operated and so on unless the Secretary of
State has given specific written approval permitting indemnity to apply while a borrowed
object is in motion or exhibited as a working display or while it has to be set in motion in order
to maintain it in running order. Written approval must be sought from the Secretary of State
before the object is operated but the Government Indemnity Scheme does not cover loss or
damage arising or flowing from normal wear and tear.
Resources must be allocated from a pre-determined budget in order to care for a borrowed
object during preparation for/and operation by purchasing commercial insurance. Commercial
insurance may only cover the asset value of the object in the event of loss or damage and not
the losses due to repair, restoration or operation.

�APPENDIX C

Research Documentation and Reference Material
Bailey M and Glithero J, ‘Learning through Conservation: The Braddyll Locomotive Project’ in
Proceedings of the Industrial Collections Care and Conservation Conference (United
Kingdom Institute for Conservation, Cardiff, 1997).
Bailey M and Glithero J, The Engineering and History of Rocket (National Railway Museum,
2000).
Bailey M and Glithero J, ‘Learning through Restoration: the Samson Locomotive Project’ in
Early Railways (London, 2001).
Baird, David M., “Restoration in Transportation Museums”, Preservation and Conservation,
Yearbook of the International Association of Transport Museums, Volume 7, Gdansk 1980,
pp.78-85
Barr, Joanna, “The Conservation of Working Objects: Development of a Conservation
Management Tool”, Artlab Australia 2006
Bracegirdle, Robert, “Preservation of Public Service Transport Vehicles. The Problems of
Keeping Vintage Vehicles in Running Order”, Yearbook of the International Association of
Transport Museums, Volume 13/14, 1986-1987, pp.55-72
Brodie, Francis E., “Clocks and Watches, A Re-Appraisal?, Restoration: Is It Acceptable?,
British Museum Occasional Paper 99, ed. A. Oddy, 1994, pp. 27-32
Child, Robert, “Putting Things in Context: The Ethics of Working Collections”, Restoration: Is
It Acceptable?, British Museum Occasional Paper 99, ed. A. Oddy, 1994, pp. 139-143
Coulls, Anthony, “Conservation or Restoration? there’s room for both!”, www.oldglory.co.uk,
October 2002
Crotty, David, “Aeroplane or Artefact? Restoration and Conservation of Aircraft”, hands ON
hands OFF, Scienceworks, pp.16-19
Deck, Clara, “Conservation of Big Stuff at The Henry Ford: past, present and future”, The
Henry Ford Museum, BigStuff unpublished proceedings, 2004 (available BigStuff website)
Gibbon, R., “Controlled Operation or Wrecking? The Use of Objects from the National
Railway Museum’s Collections”, Industrial Collections, proceedings of the conference 911April, 1997, pp.17-25
Leskard, Marta, “Fair Use: National Museum of Science &amp; Technology”, International Institute
for Conservation- Canadian Group unpublished proceedings, 15-18 May, 1987
McManus, Edward, “A Restoration Philosophy: A Conservation Position Paper” National Air
and Space Museum, Smithsonian Institution, 1990
Mann, Peter Robert., “Working Exhibits and the Destruction of Evidence in the Science
Museum”, The International Journal of Museum Management and Curatorship, 1989, pp. 369387

�Mann, Peter Robert, The Restoration of Vehicles for Use in Research, Exhibition and
Demonstrattion”, Restoration: Is It Acceptable?, British Museum Occasional Paper 99, ed. A.
Oddy, 1994, pp.131-138
Mikesh, Robert C., “Aircraft Preservation”, Preservation and Conservation, Yearbook of the
International Association of Transport Museums, Volume 7, Gdansk 1980, pp.49-65
Mitchell, Gillian, “Application of the Burra Charter to large technology objects: a freelance
conservator’s experiences”, BigStuff unpublished proceedings, 2004 (available BigStuff
website)
Moncrieff, Anne, “Conservation of Industrial Collections”, unpublished proceedings of
Standard Threads, International Institute for Conservation- Canadian Group Workshop, 1992
Newey, Hazel, “Conserving Scientific and Industrial Heritage: A Pragmatic Approach”,
Industrial Collections, proceedings of the conference 9-11 April, 1997, pp. 159-165
Newey, Hazel and Meehan, Peter, “The Conservation of an 1895 Panhard et Levassor and a
Prototype Austin seven Motorcar: New Approaches to the Preservation of Vehicles” The
Conservator, Number 23, 1999, pp. 11-21
Rees, Jim, The Steam Locomotive as an Historic Building, unpublished paper delivered at
Scottish Railway Collections Conference, Falkirk 2006
Rolland-Villemot, B. &amp; Forrieres, C., “The Different Contributors and Their Role in the
Conservation, Care and Maintenance of Industrial Collections”, Industrial Collections,
proceedings of the conference 9-11 April, 1997, pp. 51-58
Thurrowgood, D. &amp; Hallam, D., “Preserving significance: Why the journey matterd more than
the car”, National Museum of Australia, BigStuff unpublished proceedings, 2004 (available
BigStuff website)
Wain, Alison, “Large technology projects- success and sustainability”, Australian War
memorial, BigStuff07 unpublished proceedings, 2007, pp.12-15
Wain, Alison, “A well-planned operation”, Australian War Memorial, BigStuff unpublished
proceedings, 2004 (available BigStuff website)
Ware, Michael E. “Restoration of Motor Cars”, Preservation and Conservation, Yearbook of
the International Association of Transport Museums, Volume 7, Gdansk 1980, pp.21-34
Weston, Margaret, “Restoration”, Preservation and Conservation, Yearbook of the
International Association of Transport Museums, Volume 7, Gdansk 1980, pp.9-20
White, John, “Conservation and large technological aretfacts: a curatorial perspective”,
Australian War Memorial, BigStuff unpublished proceedings, 2004 (available BigStuff website)
The Burra Charter: The Australian ICOMOS Charter for places of cultural significance, 1999
“Preservation Policy”, The Henry Ford Museum &amp; Greenfield Village Policy &amp; Procedure
Memorandum No. 25a, 3/2001 (available CoOL website)

�</text>
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                    <text>�Significance, risk and the
maintenance of Engineering
and Industrial Objects

– a continuing discussion.

�David Hallam,
Ainslie Greiner,
Michiel Brunott

National Museum of
Australia

�Object or Artifact

��NMA consequences
assessment

NMA Functional
objects Planning
Tool

�Risk?
Per second
or
per 100 years

�Approach
Our aim should be to find the rate limiting
steps for minimising deterioration while
maximising use and preservation.
As with other cultural items the conservation
and maintenance of functional objects
should acknowledge engineering culture, it’s
values and aspirations.

�What's “best” for the object?
•
•
•
•
•

Non Functional
Maintained
Static
Functional?–
Storage/exhibition and
limited use?

�Operation Without planning
or non use without thought
are both
maximising the risk of loss

What happens in original oil and hydraulic systems over 100 years?
We remove chlorides from maritime objects why not replace fluids with inhibitors?

�A Study of Functional Fluids in Static
vehicles at Coventry Transport
Museum
In total we sampled
•

30 Brake and Clutch fluids samples

•

31 Coolant samples

•

11 Engine oil samples

•

4 Power-steering oil samples

•

3 Automatic Transmission oil samples

•

6 Gearbox oil samples

•

2 Differential oil samples

•

2 Stale fuel samples

-11-

Figure 2 collected samples

Total of 89 samples

�Cooling System Corrosion

�Bentley
Fig 11 -exhaust valve open

Fig 13 Corrosion on bore liner closed valves

Fig 12 corrosion around closed valve

Fig 14 oxidation lines on bore wall open valves

�Bentley 1924

Cylinder N°1 T.B.C

Cylinder N°2 B.D.C piston

Cylinder N°2 scoring on

opposite plug Valves

crown

thrust side

Cylinder No 2Bore &amp;

Corrosion valve N°2

Exhaust valve open

scoring and corrosion

Cylinder

closed

Bentley 1924
Fluid: Engine oil (probably st/30)
Last driven: June 1980
Photographs: Michiel Brunott
Exhaust ports

Photographs: copyright Coventry Transport Museum

�• Significance is a difficult term to define in
a museum context. What makes something
worthy of preservation for the greater good of
humanity?

See
http://significance.collectionscouncil.com.
au
• Significance and Value are
interchangeable words
• In Australia we use
Significance particularly
“significance 2”

�Risk
Rare

Occasional

Continuous

Mild

Fuel
Brake lockup
contamination

Significant

Bird dropping Rubber /plastic Storage rash
while on
fatigue
exterior
display
A crash
Debris build
Corrosion
up

Catastrophic

Wear

�•

Accept

•

Avoid

•

Reduce

�NMA consequences assessment
l

Excel spread sheet that allows you to
look at risk significance and the
consequences in a numeric manner.

�How	soon?	(rate,	or	probability,	 of	damage)
Risks	that	occur	as	distinct	events	

Risks	that	accumulate	gradually

3

Occurs	about	once	 every	year	

Damage	occurs	in	about	1	year

2

Occurs	about	once	 in	10	years	

Damage	occurs	in	about	10	years

1

Occurs	about	once	 in	100	years	

Damage	occurs	in	about	100	years

0

Occurs	about	once	 in	1000	years

Damage	occurs	in	about	1000	years

3
2
1
0

How	much	damage	to	each	affected	system?	(proportional	loss	of	value)
Total	or	 almost	total	loss	of	system	(100%)
Significant	but	limited	damage	to	each	system	(10%)
Moderate	or	reversible	damage	to	each	system	(1%)
Just	observable	 damage	to	the	system	(0.1%)

3
2
1
0

How	much	of	the	system	is	affected?	(fraction	of	collection	at	risk)
All	or	 most	of	the	system	(100%)
A	large	fraction	of	the	system	(10%)
A	small	fraction	of	the	system	(1%)
One	component	 of	a	system	(0.1%	or	less)

3
2
1
0

How	important	are	the	affected	systems?	(value	of	artefacts	at	risk)
Much	 higher	than	average	significance	(100	times	the	average	value)
Higher	than	average	significance	(10	times	the	average	value)
Average	significance	for	this	collection
Lower	than	average	value	for	this	collection	(1/10	the	average	value)

�What	aspects	are	important
Top	Fuel	Drag	
racer
basic	template

unmaintained	storage

risk	of	damage	or	failure

How	 How	
How	
much	of	 importa
much	
the	
nt	are	
How	 damage	
system	 the	
soon? to	each	
is	 affected	
affected	
affected systems
system?
?
?	

Bodywork	and	
interior
Engine	and	
Transmission
Brake	and	
hydrologic	
System
Electrical	System
Cooling	System
Chassis,	
suspension	and	
Wheels

3

1

2

2

3

3

3

3

3

3

3

2
3

2
3

2
2

3

2

3

Functional	Significance

3

8
12
12
8
11
11

consequences
possible

72

62

Primary criteria (significance 2)
Historic significance
Artistic or aesthetic significance
Scientific or research significance
Social or spiritual significance

2
2
1
2

Plus

3

2
3

Total	
risk

Artefact	or	Object?

3

�0

Prototype Bean

1

Maintained storage
Unmaintained storage

5

Maintained storage
Unmaintained storage

3

Maintained storage
Unmaintained storage

2

Maintained storage
Unmaintained storage

Maintained storage
Unmaintained storage

40

Maintained storage
Unmaintained storage

consequences

70

60

50

6
4

30

20
consequences

10

Wolsley MenziesABC Van Drag racer
Top Fuel

�Storage and limited use
The basic approach is that objects spend
most time in storage/display.
They have limited but periodic use and
maintenance.
Frequency depends on -materials basedconservation requirements and public
programs demand.

�Maintenance
• Typical maintenance will entail.
• Running the object to operating
temperature for 30 minutes
• Changing fluids –filling tires with
nitrogen
• Adjusting and tuning
• Monitoring
• Cycling all systems.

�NMA Functional objects
Planning Tool
• We are trying to improve the
development of the planning tool used
by the NMA
• Our current model is based on Johanna
Barr’s work mixed with our risk and
significance based approach
• This is a project in development!

�The Tool
• Planning
• Implementation
• Feedback

�Planning
•
•
•
•
•
•
•
•
•

Curatorial and Conservation assessment
Engineering assessment
Statement of Significance
Risks evaluation
Curatorial Objectives
Conservation Objectives
Treatment Plan – collaborative Maintenance Plan
Usage Plan

�Implementation
•
•
•
•
•
•

Research and materials selection
Treatment Implementation
Documentation
Training Plan
Maintenance Implementation
Monitoring required

�Monitoring and feedback
•
•
•
•

Monitoring
Reporting
Feedback – to implementation
Publication - feedback to community

�Maintenance - Monitoring
• Just noticeable Wear
• Monitoring ensures this is happening
• Preservation systems like mothballing
which do not allow monitoring and
retreatment are to be avoided

�Monitoring
•
•
•
•
•

XRF
pH
Conductivity
Smell
Taste

��Methods and Materials Choice
P n it S e le
e r e h ls y
Mdu
ei m

• Risks of deterioration
P P
O2
• Choice – approach, planning and
Csr G
at
ld
materials, skillsolehiTXO er
V c s
le
• Application
1 0B T
6 SK
• Monitoring
U c ae
no t d
s e
te l
• Examples500-SN fluids, PSE Inhibitors,
Brake
O
Oils, coolants

�Fig 19 seized slave cylinder

Fig 22 oxidized wheel piston

Fig 20 half removed piston

Fig 21 slave cylinder bore

Fig 23 pitting on master cylinder piston

�Fig 29, Green solid on edge of aluminium strip and
screw

Figure 1: An Assortment of brake fluids to be tested for suitability in a museum environment.

�PROPERTY

DOT	3

DOT	4

DOT	5

DOT	5.1

Dry	Boil	Point	(ERBP)

205°C

230°C

260°C

260°C

Wet	Boil	Point	(Wet	ERBP)

140°C

155°C

180°C

180°C

Chemical	Composition

Glycol

Glycol

Silicone

Glycol

Viscosity	(-40°C)	mm2/s	max

1500

1800

900

900

Table 1: Requirements for brake fluid classification according to DOT standards. NOTE
ERBP = Equilibrium Reflux Boiling Point.

Figure 6: Elevated temperature experimental setup

�Figure 10: Graph showing relationship between corrosion rate
and brake fluid concentration covering the entire range from
pure water to pure brake fluid. Results obtained via the tafel
approach with mild steel electrode.

Figure 7: Experimental setup for Tafel approach.

Figu
re
12:
Com
paris
on
of
corr
osio
n
prot
ectio
n
offer
ed
by
vario
us
fluid
s
with
steel
elect
rode
.

��Prototype Holden
No.1

�Figure 2. Comparison of Holden Prototype No.1 engine oil vs standard after controlled maintenance run for 100km at Oran Park race track Sydney
NSW. Note the Fe and Mo residues from a previous engine rebuild using MoS2 grease in the rebuild process.

��1926 Bean car after 10 years display

Oil pump pre Screen

Conrod locknut.

Web of crankshaft

Note lack of carbon and

Note lack of sludge or

Note oil film and cleanness

corrosion.

carbon build-up

of oil

Cylinder wall through

Oil dripping off bottom end

Crankshaft and crank web

spark plug hole

Note how clean oil is

Note old stain but no red
rust

Crown wheel in

Crankcase Water Jacket

Cylinder head Water

differential

Note deposits but no red

Jacket

rust

Note start of failure brown
globules are present in
small numbers

Bean 1926
Fluid: Penrite Shelsley Medium

�XRF	Comparison	of	oil	after	10	years	maintained	display
9000
8000
7000

Oil	from	Bean	after	10	years	display

Standard	Base	Oil

Counts

6000
5000
4000
Zn

3000

Slight	variation

2000

Ca

1000
0
0

2

4

6

8

10

12

14

16

18

KeV

Figure 5. Comparison of Bean car engine oil after 10 years’ display and basic periodic maintenance against a current new
standard. The “slight variation” is due to bromine that was used as a lead scavenger in the leaded petrol this car ran on in
the 1950’s.

��Foundation HAM (Historical Army Material) contracted by the Swiss Federal
Department of Defence, Civil Protection and Sport, is responsible for the
conservation, restoration and maintenance of the historical wheeled and
tracked vehicle collection of the Swiss military.
The	collection	contains	over	700	vehicles		(of	which	
about	600	have	an	engine)	and	is	composed	of:
•Horse	carriages
•Cycles
•Motorcycles
•Jeeps
•Trucks
•Tanks
•Trailers
•Aggregates

�The	foundation	 is	currently	 carrying	out	a	feasibility	study	 to	determine	
whether	it	is	possible	 to	carry	out	a	maintenance	scheme	on	such	a	big	
number	 of	vehicles.
This	is	the	protocol	as	it	is	being	carried	out:
•Two	vehicles	are	chosen
•Fluid	levels	and	brakes	are	checked	and	vehicles	inspected	for	any		
obvious	problems	
•Vehicles	are	taken	to	the	workshop	for	another	more	detailed	
inspection
•The	vehicles	are	driven	for	exactly	35km	over	a	set	out	route	with	
two	stops	for	intermediary	checks
Back	at	the	workshop
•The	ridden	mileage	is	entered	in	the	logbook	of	the	vehicle
•A	condition	report	is	established
•Afterwards	vehicles	are	put	back	on	their	initial	place

�Conclusions
.We have outlined a developing approach
to the conservation, maintenance and use
of our working collection that incorporates
assessment of significance and risk.
We have developed a consequence
assessment which we believe will be
useful in assessing storage, exhibition
and use of functional objects.

�Conclusions
• We have highlighted the importance of
analytical research and the gathering of
statistical data in developing a flexible
maintenance program for each
functional object.
• We will continue to develop and
consolidate these approachs in
collaboration with others Nationally and
Internationally

�Acknowledgements
Ursula Satler, Chris Hedditch, Megan
Absolon, Lachlan Badger, Andreas
Kreil.
• David Thurrowgood, Joanna Barr, Ian
MacLoad, John Ashton
• Colin Ogilvie, Ian Stewart, Eric Archer
• Dudley Creagh (UC), ANU RSC, Adrian
Lowe, Engineering ANU.

�Questions

�Can t he AWM use an object from t he collect ion?
What is t he significance of t he object ?

1995 How have we
progressed?

What about t he object is import ant and must be preserved?

Import ant Hist oric Object

T ype example

Reproduct ion

not t o be used

Can be used

Maint enance
Monit oring

Maint enance
What is it 's current st at e?

Monit oring
What Rat e of degradat ion
can be accept ed?

Feed-back

What is t he risk of use?
What is t he cost of use vs st orage?
How can we cont rol t he degridat ion?

Safet y

Use and Work

Wear
Speed and locat ion

T raining and supervision
Observat ion and compasion

Mileage

Maint enance

Document at ion

Monit oring

Feed-back from monit oring condit ion

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                    <text>A	conservation	management	tool	
for	functional	objects
Joanna	Romanos (Artlab Australia)
with
Allison	Russell	(National	Motor	
Museum	of	Australia)

�Conservation	Management	Tool	for	
Functional	Objects

PRELIMINARIES

PLANNING

ASSESSMENT	OF				MUSEUM	
READINESS

IMPLEMENTATION

�PRELIMINARIES

PLANNING

IMPLEMENTATION
Curatorial	Assessment

STEP	
ONE

WHAT	IS	IT?

Physical	Assessment

STEP	
TWO

SIGNIFICANCE	ASSESSMENT

STEP	
THREE

CONSERVATION	OBJECTIVES

STEP	
FOUR

TREATMENT	
PLAN

Museum	Assessment

�PRELIMINARIES
STEP	
ONE

PLANNING

IMPLEMENTATION

WHAT	IS	IT?

STEP	
TWO

SIGNIFICANCE	ASSESSMENT

STEP	
THREE

CONSERVATION	OBJECTIVES

STEP	
FOUR

Level	of	
Operation

TREATMENT	
PLAN

Appearance	Objective
Use/application						in	
the	museum

�PRELIMINARIES

STEP	
FIVE

PLANNING

TREATMENT	
IMPLEMENTATION

IMPLEMENTATION
Treatment
Exhibition	/	storage	
development

Operation	guidelines

STEP	
SIX

LIFECYCLE	PRESERVATION	
PLAN

Handling	guidelines
Inspection	and	
maintenance	plan

�Step	1:	Assessment	of	museum	
readiness
•
•
•
•
•
•

Aims	of	the	museum
Existing	policies
Impacts	on	museum	environment
Resources	for	ongoing	maintenance
Location	for	work
Location	for	operation

�Step	2:	Curatorial,	physical	and	
resource	assessment
• Curatorial	assessment
• Physical	assessment
• Resources	assessment

�Curatorial	Assessment
• Object	description
• History	and	provenance	of	the	object
• Research	similar	objects

�Physical	assessment
•
•
•
•

Object	description
Condition	of	the	fabric
Identification	of	alterations
Conditions	of	functions

�Resource	assessment
• Resources	available	to	commence	and	
continue
• Exhibition/storage	restrictions
• Space	required	for	treatment
• Movement	requirements
• Museum	use
• Space	required	for	operation

�Step	3:	Significance	assessment
Significance	is:
The	aesthetic,	historic,	scientific,	social	or	
spiritual	value	that	an	object,	collection	or	place	
has	for	past,	present	and	future	generations.
It	refers	not	just	to	the	physical	fabric	or	
appearance	of	an	object.	Rather,	it	incorporates	
all	of	the	elements	that	contribute	to	an	object’s	
meaning,	including	its	context,	history	and	uses.
(Significance,	 2001,	Collections	 Council	of	Australia)

�Step	4:	Conservation	Objectives
• Function
• Form
• Use

�Levels	of	operation
1. No	operation
2. Minimal	operation	and	tight	controls
3. Low	levels	of	operation	and	considerable	
controls
4. Medium	levels	of	operation	and	medium	
control
5. High	levels	of	operation	and	limited	controls

�Determining	operation
Risk	management	matrix

�Application	of	risk	management	matrix
Function

Analysis	of	risk

Identify	the	
function

What	are	the	risks	to	personnel	 Consequence
and	the	object

Likelihood Risk	level

Fly	the	plane

Object:	crash =	loss	of	object
Personnel:	crash	=	death	or	
serious	injury

Moderate

HIGH

Operate	the	
propeller

Object:	mechanical	failure	=	loss	 Moderate
of	parts	(not	original	to	object)

Moderate

SIGNIFICANT

Personnel:	injury	from	starting	
the	propeller

Moderate

Unlikely

MEDIUM

Personnel:	walking	into	the	
propeller

Moderate

Unlikely

MEDIUM

Catastrophic

�Using	the	results	to	determine	
operation
Risk	rating

Minimum	operation	threshold

Maximum	operation	threshold

HIGH

Level 1	– no	operation

Level	2	– Minimal	 operation

SIGNIFICANT

Level	2	– Minimal	 operation

Level	3	– Low	levels	of	 operation

MEDIUM

Level	3	– Low	levels	of	
operation

Level	4	– Medium levels	of	
operation

LOW

Level	4	– Medium levels	of	
operation

Level	5	– High	 levels	of	operation

�Determining	operation:	Barclay’s	
model
• Rarity
• Fragility
• State
Five	star	system	in	each

�Rarity
Unique

*****

Rare

****

Historic

***

Common

**

Replaceable

*

�Fragility
Highest

*****

High

****

Medium

***

Low

**

Safest

*

�State
Perfect

*****

Original

****

Used

***

Altered

**

Transformed

*

�Application	of	Barclay’s	model	to	
determine	levels	of	operation
15	stars

Level	1	– No	operation

12-14	stars

Level	2	– Minimal	operation

9-11	stars

Level	3	– Low	levels	of	
operation

5-8	stars

Level	4	– medium	levels	of	
operation

3-4	stars

Level	5	– high	levels	of	
operation

�Conservation	objectives
• Appearance
• Proposed	use/interpretation

�Step	5:	Treatment	Plan
Treatment	of	the	function	– establishing	the	
level	of	operation	to	be	achieved.
• Identification	of	modifications	required	for	
legal	operation
• Assessment	of	the	viability	and	worthiness	of	
operation

�Resource	assessment
•
•
•
•

Budget
Skills	
Materials	and	equipment
Space

�Step	6:	Treatment	implementation
• Treatment	of	functional	components	and	
external	surfaces
• Development	of	display,	storage	and	
interpretation	systems

�Step	7:	Lifecycle	preservation	plan
• Operational	guidelines
• Handling	guidelines
• Inspection	and	maintenance	plan

�Operational	guidelines
Level	of	operation
Risk	assessment	for	operation
Safe	operating	procedure
Authorised	operators	and	operator	
competencies
• Schedule	for	operation
• Operating	log
•
•
•
•

�Handling	guidelines
• Risk	assessment	for	handling
• Safe	handling	procedure

�Inspection	and	maintenance	plan
• Inspection	plan	and	schedule
• Maintenance	plan	and	schedule
• Templates	for	record	keeping

�Applying	the	tool	at	the	National	
Motor	Museum	of	Australia

�Case	studies	– the	Favourite	
Motorcycle

�The	Favourite	Motorcycle

�The	Talbot	Overlander

�The	Talbot	Overlander

�The	Talbot	Overlander

�Transcontinental	BMW

�Transcontinental	BMW

�A	conservation	management	tool	
for	functional	objects
Joanna	Romanos (Artlab Australia)
Allison	Russell	(National	Motor	
Museum)	

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                    <text>Preserving significance: Why the journey mattered more
than the car
D.Thurrowgood &amp; D. Hallam
National Museum of Australia
Abstract
The conservation of technological objects in social history museums requires a
modified approach to conventional static conservation or traditional restoration
projects. Objects in these museums are being preserved more for the story they
embody than for the technology they represent.
Leading up to the opening of the National Museum of Australia (NMA), conservation
was undertaken on one of its most valued objects, the Francis Birtles Bean car. The
car became internationally famous in the 1920s for the journeys it undertook,
including one from London to Melbourne.
The NMA takes into account an object’s function as much as its form when
undertaking conservation projects. Finding a balance between an object’s
preservation and the uses a museum seeks to put it to can be especially challenging
when treating functional technology.
This paper will discuss some of the ethical and practical approaches to conserving
technology at the NMA using as a principal example the Bean conservation project.
This paper is designed to be read in conjunction with the other material being
presented by the NMA at this conference. It will primarily cover ethical issues of
preserving story, while our other work will cover practical applications.
Introduction
Preserving collection items in a museum like the National Museum of Australia
(NMA), where an object’s social history story is given at least as much value as the
physical form of the object itself, means developing conservation techniques that
preserve significance.
Significance is a difficult term to define in a museum context. What makes something
worthy of preservation for the greater good of humanity? What about it warrants the
expenditure of storage and conservation resources that attempt to prolong its presence
as a community resource? Defining significance, the reason why an object is being
kept in the collection, has pivotal importance to designing a conservation plan for an
object’s ongoing care.
This will primarily be a philosophical discussion. It will cover amongst other topics,
why we at the NMA are proud of the oil leaks in our vehicles, how functionality
relates to significance, and the value of conserving function.
Butterflies pinned out in museum glass cases make a dramatic statement about the
variety of nature, but butterflies in the ever popular zoo butterfly houses give a direct

1

�experience of these gentle creatures. Many of the world museums display as
“industrial sculpture” the world’s most impressive testaments to human ingenuity.
Like butterflies in glass cases they lose their context. The fact that machines are
designed to work is pivotal to their significance. Balancing physical preservation
objectives against preserving meaning is becoming increasingly central to designing
effective conservation plans for technological objects. In a world where the museum
public is increasingly hostile to what they perceive as dead collections “rotting” in the
stores, there is pressure for conservators to adapt their treatments so that the public
feel that their collections are being preserved in ways which fulfil expectations. This
means finding a healthy balance between the nostalgic desire to see something operate
the way it did when it was new, and the museum appreciation that we preserve
collections in perpetuity for the benefit of humanity.
Conservators have worked hard over the decades to promote an understanding of the
value of original surfaces, the importance of presenting the uninterpreted original
object (warts and all) for the public to draw conclusions from, of the need to limit
deterioration rates so that historical objects are not “consumed” by the display
imperative of a single generation.
The problem with restoration is that human beings, by their nature, have a tendency to
seek to improve on the technology that is in front of them. A technology restorer often
cannot help but make “improvements” based on modern technology and thinking. The
problem in museums is that this tampers with historical integrity and meaning. The
world would be outraged if a publisher printing a Shakespeare play decided to change
a few lines here and there because they thought it sounded better. The publisher
would be ridiculed for daring to impose their own personal judgement onto one of
history’s great legacies. Why is it that when masterpieces of human technological
history are “restored” there is often but a whimpering observation when new parts or
technologies are introduced as if they were integral with the original? Why is it that
we are accepting when a restorer says “This car won Le Mans …. During the
restoration we had to put on a new body, put on hydraulic brakes and replace the
pistons with aluminium”, that we are prepared to accept the restored car as the one
which completed this historic achievement? In museums, making an interpretation of
humanity’s great technological achievements is equivalent to editing Shakespeare
because we think it sounds better. Museums should seek to preserve the integrity of
our technological history with as much vigour as they defend great works of art and
literature.
We are relatively early in the history of post industrial revolution technological
objects. Technology has moved so rapidly that there is a certain familiarity with these
objects. They do not yet have that certain aura that is associated with a Renaissance
painting or 1000-year-old jewellery. Its development has changed human history in
quantum leaps, but because it is not ancient, not yet sacred, many amateurs, and even
professionals, feel they have licence to treat these objects on an personal possession
basis. Perhaps this is the natural process of attrition, one through which we whittle
down to those most significant objects that will survive the passage of time. But there
is a risk in our enthusiasm to preserve for posterity. Harrison’s marine timekeepers
and the Wright Brothers’ flyer, pivotal technological developments, have both
undergone major restorations in the last century. We pass them on through time as
partial interpretations rather than as master works of history. Their survival today is
perhaps because of these restorations, but it has come at the cost of portions of their
creators’ work. What happens to an object as it passes through time is important to

2

�museums, but once in museum collections there are important decisions to be made
about what format we want to pass the object on in, and how we preserve what is
significant about it.
The awareness of technological objects as being three dimensional knowledge
repositories is increasing. Likewise is the demand by researchers to be able examine
and interrogate the unedited and untranslated “text” on their own behalf. It is
becoming increasingly important that conservators of technological objects limit
personal interpretation to a bare minimum, and clearly mark any additions to an object
so that it does not run the risk of becoming an historical interpretation.
The value of original technological objects as material testimonials to the society that
created them is being recognized by museum conservators and curators. Thankfully
the tide of “ruthless glamorizing … often with harmful, irreversible methods” (Van
De Wetering, p.193) has begun to recede from the way we look at object care and
display. There are many museum objects that to all intents and purposes look like, and
may as well be, plastic models or mock up replicas. Their original fabric has been
interpreted so heavily in pursuit of fulfilling the display fashion of the day that their
historical value has become questionable. Through idealized interpretations they have
become a misrepresentation to admiring onlookers. They tell of a history that never
was. The personal interpretations of the restorers are imposed on the viewer, and the
object becomes less about the makers’ intentions, and more about showing off
restoration skill.
If we ascribe part of the significance of an object to its capacity to yield raw research
data then the degree to which it has not been modified or improved by museum
practices becomes important. Too often traces of history have been made
unintelligible, modified to give erroneous interpretations, or have been outright
destroyed by attempts to meet the display imperative of the moment. As Lanord
points out, when treating objects we are acting as custodians of human thought and
aspiration, not just of matter:
“The treatments and care we administer in the laboratory ought to return to the
object, as much as possible, its significance…it must be remembered that … the
object is not just inert physical matter … they are important … because of all they
hold that is still alive in them … as an embodiment of the imagination … charged with
very diverse meanings” (France-Lanord, p. 245).
Conservation and restoration processes are some of the most high risk periods for
objects. Not only are they subject to the potential for accidents or well intentioned but
poorly executed repairs, they also run the risk of being devalued in the estimation of
scholars and museum audiences. It has been said of painting conservation that “A
retouching pushed until it is almost invisible, illusionist, has at times been condemned
in principal, since it would constitute a fake” (Philippot, p.337). The introduction of
new materials into technological objects should only be undertaken in ways that are
clearly identifiable to anyone wanting to study an object in detail. At the NMA all
introduced material is either clearly and permanently marked with the letters “NMA”
and the date, or where this is impractical, is manufactured from materials clearly
distinguishable from the originals. To do otherwise, that is, introduce new parts as if
they were the originals, degrades the meaning of the object as a whole. People feel
very different about replica objects compared to originals. Creating a replica by a
slow process of attrition, one piece at a time, is none the less creating a replica. A

3

�technological object that is a confused jumble of original components and difficult-toidentify later additions is little different to a painting that has been overpainted a
dozen times, with only remnants of the original composition showing through.
Arguments about the impact of conservation treatments on the way an object is
perceived are not new. In many cases they have been developed over decades. They
tend to reside in the writings by historians and conservators of fine art. While our
methods and materials may differ wildly, it is clear from this passage by Van De
Wetering that technological object conservators do not need to reinvent the
philosophical wheel:
“… it is specifically the signs of natural aging and of wear that often provide us with
the significant information about the material of which an object is made. These signs
also provide instant information about the meaning of an object and about the ways
and means in which it was used; they even let us know the extent to which it is valued
– or neglected …Both the signs of aging and the signs of wear may be disturbed
severely in the course of restoration; even if they are consciously respected by the
restorers, an alien effect may result. The surface acquires a look that does not occur
“in nature” … the objects have thus become, through such treatment, stylized objects
of our own time” (Van De Wetering, p. 417-418).
In 1926 an Australian adventurer named Francis Birtles used a rudimentary four
cylinder car manufactured by the British Bean Car Company to break the Darwin to
Melbourne land travel time record. In 1927-28 the same vehicle was used to make the
first car journey from London, England to Sydney, Australia. The nine month
“endurance trial” across the English Channel, down through Europe, the Middle East,
India and South East Asia is one of the epic adventure stories from early motoring
history. At the conclusion of the journey the Bean company donated the vehicle to the
Australian government for display in a yet to be built National Museum, a process
that was to take over seventy years.
The conservation of the Francis Birtles Bean car for display meant making decisions
about how we wanted objects represented to the Australian and wider public. This
Bean had driven from London to Sydney before there were roads. Its significance was
inherently linked to the fact that it had travelled this journey and was given to the
Australian Commonwealth as an operational vehicle. Decades of pre-museum storage
had resulted in a vehicle that no longer operated and was in critical need of
stabilization. One of the early questions which arose in discussing a conservation
treatment plan was “should the car be operational now?” The arguments about use
causing wear and risk of loss are well travelled. Some people ignore them, others go
to extreme lengths to mothball and preserve form. Our decision was built around
arguing what was significant about this object. A factor that could not be ignored was
that this vehicle was not towed into Sydney, it did not come in as a pile of parts on a
wagon, it drove in. On this basis we took a decision that the vehicle should be capable
of operation. There is a distinction here. Because the car is capable of operation does
not mean that it must or should be operated. The would be no logical reason, for
instance, to attempt an anniversary re-creation of the journey. But in the minds of
visitors to the museum the realization that the car in front of them still operates after
making that journey all those years ago adds meaning to the experience.
Visitors to the Bean almost immediately notice the drip trays and small puddles of oil.
As a museum professional it is interesting to stand in the background and watch

4

�visitor reactions. For many people, used to the drip free modern motor vehicle, this is
cause for alarm. “What is wrong with it, why didn’t they fix the oil leaks?” Others
smile knowingly, confident in their knowledge that most English vehicles of the
period pretty much had a part number for the oil leak, but that they know how to fix
them – “better than the museum”. We at the NMA are proud of the Bean’s oil leaks.
We also could fix them, but have taken a deliberate decision not to. The car retains its
leather, felt and slinger seals, it leaks oils from its haphazardly machined gasket faces,
and when it runs it drips oil and water in ways that offend modern car owners. Our
conservation processes were intended to preserve the limitations and failings of the
car’s design, as much as its success stories. The car tells a more accurate story by
showing off its faults, and for many people provides an entirely new experience of
what motoring was like in the 1920s. Most people’s experiences of vintage cars are
the immaculately restored and pampered examples owned by fastidious collectors.
Enthusiasts have collected the premium models, added all the best period accessories,
and made contemporary engineering improvements to improve reliability. These
vehicles run the risk of misrepresentation, creating a world where an ideal glamorized
interpretation comes to be assumed to be the way things were. In fact these cars were
expensive, smelly, sprayed oil and water at inopportune moments, were difficult to
start and were mechanically unreliable to the extent that many people found the horse
a much more practical form of transport. By displaying the Bean “oil leaks and all”
we keep alive an understanding of where our commuter society has come from. Many
of the world’s record breaking vehicles are displayed in museums in lovingly restored
conditions, some having been restored several times over. This Bean is one of the
very few examples of theses early record breaking vehicles that has been left to tell its
own story. Its body has literally broken in half from metal fatigue, the early
aluminium castings exhibit stress fractures from the “cold” casting processes and the
side of the vehicle has scorch marks from where an auxiliary fuel tank was
accidentally set alight. The vehicle tells the story of a very difficult passage through
time, of only just barely completing its journey and then of surviving its progression
to national icon and museum display item.
In conserving the Birtles Bean we were conscious of avoiding the fatal mistake of
treating the object and losing the history it represented. As a technological
development the vehicle held negligible significance. It was the journey it undertook
that gave it a place in history and significance. What we sought to preserve was the
journey. This meant that the polymerized oil, mud and grass adhered to the underside
of the engine and gearbox were not something we wanted to remove, but a feature we
wanted to preserve. To remove this material would be a akin to straightening the
leaning tower of Pizza - it would take from the object the very thing that made it
different and precious. Similarly the engine mechanicals were covered in spots of red
paint. These were not an outrage of carelessness, but precious clues to the authenticity
of the car’s mechanical components. By Raman Microscopy analysis, these specks of
paint could be matched to the originally red bodywork. The by-product of paint
application had given us a method of forensically identifying which parts of the
vehicle had made the trip, and which were the result of later repair attempts.
Potentially the seeds and soil grains still adhered to the cars underside will be able to
validate stories about the route Birtles took on his journey. It is these tiny specks of
information on an object that combine to validate it as an item of significance. Every
time one is carelessly removed the chances of the object telling an even greater story
are diminished.

5

�We go a step further with our approach. Our goal is that the vehicle be preserved as
more than sculpture, and that its functionality be preserved. Our arguments for doing
this are both philosophical and preservation based. The NMA has been conducting
work over a number of years to evaluate the best methods of preserving functional
objects. Part of our work on inhibiting technological objects is also presented at this
conference.
Corrosion inhibition in museum vehicles can be effectively achieved in vehicles that
retain functionality. The NMA is conducting work to evaluate both static and
functional preservation. To date our work has shown that structured functional
maintenance programs are far superior to simple storage programs at preventing
deterioration, and may be as effective as conventional mothballing techniques. The
science behind this is discussed in our other publications. At the NMA objects that are
required for periodic short term display are preserved as functional objects. By
selecting specific oils, cooling system inhibitors, shut down and start up procedures
we believe that the short periods of structured and controlled use are less damaging
than conventional storage techniques and no more damaging than mothballing
techniques. There are strong philosophical and practical reasons for carefully
constructing conservation plans which take into account the goal of preserving the
significant features an object embodies. The ongoing maintenance approach has a key
advantage of retaining the functional significance of the object. These objects can be
more accurately interpreted and better retain their place in human history.
Conservation is not just about preserving the form a piece of matter takes, it is also
about ensuring its significance is retained and meaning perpetuated.
References:
France-Lanord, A., 1965. Knowing how to “question” the object before restoring it. In
Price (editor), 1996. Historical and philosophical issues in the conservation of
cultural heritage. The Getty Conservation Institute, Los Angeles, USA.
Philippot, A. and Philippot, P., 1959. The problem of the integration of lacunae in the
restoration of paintings. In Price (editor), 1996. Historical and philosophical issues in
the conservation of cultural heritage. The Getty Conservation Institute, Los Angeles,
USA.
Van De Wetering, E., 1982. The surface of objects and museum style. In Price
(editor), 1996. Historical and philosophical issues in the conservation of cultural
heritage. The Getty Conservation Institute, Los Angeles, USA.
Van De Wetering, E., 1989. The autonomy of restoration: ethical considerations in
relation to artistic concepts. In Price (editor), 1996. Historical and philosophical
issues in the conservation of cultural heritage. The Getty Conservation Institute, Los
Angeles, USA.

6

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                    <text>Preserving significance: why the journey mattered more
than the car
David Thurrowgood - Question and answer session
Nick Langford: In the photograph of the Benz engine that you said was highly
polished – one of the things that I see as a problem for conservators (and this was
discussed yesterday in a paper where [it was noted that] conservators aren’t engineers
and engineers aren’t conservators) is that the rocker gear in that engine would have
been polished from new, and that was to make the component much more reliable. So
keeping it polished is part of the history of the thing as well, and that’s something I
suppose that conservators need to look at as well. It’s just an example where some
things were polished from new and some things weren’t.
David Thurrowgood: I, as a conservator, don’t tend to object to polishing things if
they’re supposed to be polished. What I do object is, in that case, where the nice little
man seemed to go around every week to polish the thing again because people had put
their hands all over it. Now polishing something once to a state where the makers
intended it to be polished, and keeping it in that condition, is very different to
polishing something routinely and progressively wearing down that object.
David Hallam: Would you like to talk about how the Bean car entered the museum?
David Thurrowgood: The Francis Birtles Bean car was possibly, depending on how
you look at it, the National Museum’s first object. In 1927 and 28 it was driven from
London to Australia and after that it did a bit of promotional work for the Bean Car
Company. The Bean Car Company then, in 1928, donated it to the Commonwealth for
a national museum should one ever be built. Now, 75 years later, was when we
actually came to doing conservation work on that object and getting it ready for
display in the museum. The big thing for us in conserving that object is that it came to
us as a functional object which had achieved this amazing journey. In the intervening
time it had been shunted around between different government storage areas because,
when it finished the journey, it was “just another car” of the period. For us it was
important that it was given to us as a machine which still worked after finishing that
amazing journey and we still wanted to make sure that that function was still available
for that object, even though we’re not ever going to take that object out and see how
fast it’ll go or what else it can do. The important thing is that in people’s imagination
that car finished that journey, and was working then and is working now. It’s capable
of function but it’s not something we’re going to run out and use.
Dave Rockwell: If, as you state, it’s not to be used, why was the decision made to
replace the crown wheel and pinion?
David Thurrowgood: I should probably elucidate what I mean by “Not to be used”.
Some people will restore a museum object for use in terms of…they will use it in the
car park for people to drive around and to show kids through. That’s happened with
one of our objects in the past (before it came to our museum). [I mean] “use” in a
different context; this is an object which would be available for use in terms of

�filming and research and study and it’ll be run approximately every five years because
we have ideas about the best ways of circulating inhibitors and maintaining the object.
It’s to be used as part of its maintenance and preservation, but not as an everyday
display use.
That was the big part of its story – it drove from London to Australia, it still drives
now – but we’re not going to try to recreate that journey by any means, as has been
suggested by some members of the public!
Col Ogilvie: I happen to be the pilot that drove that car. Old car, old fart – I drove it.
To answer your question a little better – it was a question that I posed to the
conservators way back – “Are we going to get this running?” The answer I got was “It
was presented to the museum as a running object, it was functional; that was the
charge we were given, that is the charge we should maintain.
Tony Coleman: That photo of the crown wheel and pinion wasn’t the same car
though was it?
David Thurrowgood: Yes, it was. The crown wheel and pinion were manufactured
down in Melbourne from the originals which had missing teeth.
Tony Coleman: That picture shows a sankey wheel – the back wheel of the car’s not
a wire wheel of the Bean I didn’t think?
David Thurrowgood: The car has three wire wheels and one sankey wheel – the
sankey wheel was put on in place of one of the wire wheels that was damaged during
the journey.
Tony Coleman: OK – that’s fair enough!

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                    <text>Corrosion, wear and corrosive wear; the story of lubrication
systems in large technology object storage and use
David Hallam, David Thurrowgood and Col Ogilvie
National Museum of Australia

My name is David Hallam; I’m currently Senior Conservator Research and Technology
at the National Museum. That means that I’m in charge of our research programs and
I’m also in charge of our technological conservation program. Before that I was Head of
Conservation at Queensland Museum, and before that I spent 20 odd years at the
Australian War Memorial and I love functional objects. I also like Volvos.
Now, recently, believe it or not, I bought an early Volvo. It was a 1974 Volvo, had very
little mileage on it. It had only done 180,000 kilometers since 1974. It had been well
maintained. It lived at Grafton. Now for those of you who are not from Australia,
Grafton’s a nice humid place. It sat for long periods between short journeys. The owner
would take it out, take it for a short drive and park it in the garage again. It was always
garaged and when I went to buy it I thought “Ripper - really original car!”. And then I
started reading through the documentation that came with it and I went “Oooo - this is
going to be interesting”. I got it ready for registration, put it through registration and
started using it as my everyday car.
Surprise. It failed. All of the oil seals blew. Now, many conservators will tell you that
this is an example of how use is damaging. Oh, but it were so simple. I have an even
older Volvo. A 36-year-old Volvo. A very, very rare Volvo that has done 288,000 miles
(that’s 450,000 kilometers). It’s been used regularly. It was owned by a pushbike-riding
fanatic who only used this car when he was going to go on a long trip. So it wasn’t used and then he took it on a long trip. Then he parked it back in the garage again.
How many years would it take to do 450,000 kilometers in a museum maintenance
program? 7800 years. Now, we’re kidding ourselves if we believe our institutions will
last that long. And my car’s still going. Survival of the institutions is more likely to be
the rate-limiting step to the preservation of my Volvo (in a museum) than wear.
The aim of this paper is to stimulate discussion. I’m not going to give you any answers,
I’m going to give you some ideas of what we think are our answers. Most museum
preservation practice has not really advanced significantly since the mid 1980s as far as
technological object preservation goes. In Australia, most museum practice really came
from chemical processing specifications that the National Air and Space Museum in
Washington was using, and basically I shifted it across in the mid 1980’s. It hasn’t been
modified much since then, but really I don’t think our ideas on conservation have moved
that much since then either. Working object practice in institutions is based on standard
mechanical engineering workshop practice or migrated military inhibition practice. And
again, it’s not really been adapted to museums and long-term use of objects. We’re still

�doing things the way we would in a garage, or in steam workshop – again we really have
not progressed.
Our aim should be to find the rate limiting steps for maximising use and preservation. We
believe that our conservation practice should be based on:
– an assessment of the relative risks of wear and corrosion in the museum’s
storage environment;
– an assessment of the risks associated with application of a maintenance
program to the collection as a whole;
– the risks associated with the use of an individual object.
You need an assessment of the risks associated with the application of a maintenance
program to the collection as a whole. Now, it took 15 years or so to get the maintenance
program for the Australian War Memorial up and running, and congratulations. Why did
it fall over before? Because there were too many risks to it and what Alison’s1 done is
taken administrative steps to remove those risks. It’s a great step forward.
You need to look at the risks associated with the actual object. Standardised plans for
treating objects are great just so long as they’re not used as blanket treatments. A race
car engine is going to need totally, totally different preservation to my Volvo.
The other thing we really need to push is - in cultural institutions we acknowledge
Aboriginal objects, we acknowledge how Aboriginal culture should be taken into account
when dealing with those objects. When it comes to engineering culture we totally forget
about it. It doesn’t exist. We really need to concern ourselves with engineering culture what do the engineers, what do the people who own those objects, the elders of that area,
what do they want done with those objects? And this is something I think conservators
don’t do very well at all. We ignore the engineers. “Oh, they’re just mechanics.”
Engineering is a science, every bit as complex as chemistry. We need to accept it and
embrace it and bring it on board. This is why I believe an understanding for conservators
of engineering and wear in museums is really important.
Mechanical engineers will tell you that the best way to preserve a mechanical system is to
keep it operational, operated and maintained and I think they are right. But we can do
even better by applying some conservation practice.
What are we conserving?
• Conservation of Form
• Conservation of Function
• Conservation of both Function and Form
• Rare trades and skills.
• Smell, movement and vibration.
• Passion, memories and feelings.

1

Alison Wain Manager, Textiles, Technology and Objects Conservation, Australian War Memorial

�You’ve got to conserve the lot.

Figure 1: Bean car arriving at the National Museum of Australia under it’s own
power in 2000.
What is the functional life span of the object?
This may be three hundred years or only a decade. The key is to recognize the point at
which wear and repair becomes desecration of the original. At some point it becomes
better to preserve the original and create a replica for use. If you replace or repair enough
of an item it is no longer the item you set out to preserve.

Figure 2: Diagram of life cycle of machinery.

�Figure 2 shows wear on the vertical axis and time along the horizontal axis. Basically, if
you have an engine, you’ll get a little bump in the wear line when the engine is first run
in, then the wear will stay pretty flat. This is the period of the economic life of the engine.
Then, as the thing eventually starts to break down and reaches the end of its economic
life, you get a great increase in wear. You’ll get this for the object as a whole and you
will get this for the components of the object. What I’m talking about is the preservation
and use of the object while it is within its economic life.

Figure 3: Rust on the inside of a cylinder in an engine from the National Museum
collection.
Okay, I said I was going to talk about corrosion, corrosive wear and wear. What’s this
funny thing called corrosive wear? Anyone know who Ricardo is?
Basically Harry Ricardo2 is an engineer, a very famous one. English engineer, did a lot of
experiments on lubrication and fuels. Was really interested in what happened when an
engine fired - what happened inside the cylinders - and was trying to work out how wear
occurred. He was really, I suppose, in a way one of the first real tribologists, which are
people who study wear. He realized that lubricants covered the inside of a cylinder, but
2

Ricardo, Harry R. “The Ricardo Story The autobiography of Sir Harry Ricardo, Pioneer of Engine
Research” 2nd ed Society of Automotive Engineers Warrendale, PA 1992 isbn 1-56091-211-1

�he couldn’t work out what actually was happening in there and was trying to develop an
engine which you could actually look inside and stop suddenly. And then one day one of
his experimental engines blew up and the cylinder flew off and hit the roof and came
down and landed and smashed into pieces and he could actually see where the piston had
been, and he could see instantaneously a corrosion ring formed. What had happened was
the explosion from the fire from the propellant had burnt the oil off and literally caused
an instantaneous layer of rust to form on the inside of the engine.
Now, this is something that we don’t actually see happen in modern engines. We don’t
get corrosive wear in modern engines basically because the fuels we use today are quite
different (they’re not nearly as acidic), and because the lubricants that we use have a
much higher film strength and literally bond to the metal surface inside the engine.

Figure 4: Corrosive gel on Volvo rocker covers after an engine has been run without
coming up to temperature.
What we do get in modern engines is corrosion, and this is because quite often what we
do with an engine is we drive a vehicle into a storage area and switch it off, turn off the
fuel and walk away. We’re left with all the acidic residues and the moisture from the
firing inside the cylinders, and the oil that’s there is really ineffective as a long term,
protective coating. Oils are designed to be lubricants, they are not designed to be a
coating and we end up with corrosion. The moisture and oil form literally a mayonnaise.
This is what happens when you use a vehicle and you only use it for a very short time.

�I’ve talked about wear and how long a vehicle would have to operate in order to wear
itself out. A much worse thing that can happen, and happens often inside a museum, is
corrosion and it really damages vehicles. It’s probably happening in every museum we
know of, it’s avoidable, and I would almost say it’s criminally neglectful.
Figures 5 and 6 show our Land Rover. It’s done 3,802 miles since 1958. A thousand of
those miles have been done in the museum service. It’s been filled with a standard
lubricating oil. The lubricating oil has been changed about every year. Last time it was
used, it was used for the royal tour. We were starting a maintenance program on it and
we thought “Well, we’ll whack an introscope down and see what’s happened inside it”.
It had sat for about two years.

Figures 5 and 6: Corrosion inside the National Museum Landrover cylinders
You can see there the corrosion. If we had kicked that engine over, what would have
happened? The piston would have gone up and scraped the corrosion off. What’s
corrosion? An oxide. What are oxides used as? Abrasives. What size are they? Very
small - small enough to go through the filter. So what you’ll end up with is this very fine
abrasive slurry, that won’t be picked up by the filter, rotating round and round inside the
system. And that’s exactly what happened with my Volvo. I ended up with this nice
abrasive slurry and it went through and it ripped out all of the oil seals and did a whole
lot of damage.
In the museum, if we had kick started the Land Rover, the same thing would have
happened. Okay, how have we overcome that? We use nothing but inhibited oils, we
don’t use any standard lubricating oils in our institution.
Why did we come to this conclusion? We’ve come to this because we’ve actually done
some product testing. We tested the oils as coatings not as lubricants. We intend over the
next year to do a whole lot more product testing of oils as coatings We’re also going to
be doing some work on maintenance cycles because we don’t know whether the
maintenance cycle for that Land Rover with an inhibited oil in it should be one year, five
years or ten years. And that’s going to make a big of a difference to our planning cycles.
We’re also trying to work on a concept of what we’re calling Just Noticeable Wear and
I’ll talk about that in a little because one of the things we want to make sure is that our

�thoughts on automotive preservation are spread wide and to that end we’re currently
working on a manual for museums.
I talked about research, here’s something that people might be interested in. We’ve
actually been doing some oil testing using Electrochemical Impedance Spectroscopy
(EIS).

Penrite Shelsley
Medium
POP2

Castrol GTX Older
Vehicles

160 BSTK
Uncoated
steel
500-SNO

Figure 7: EIS spectra for various engine oils.
From bottom to top this shows:
• a piece of uncoated steel with no oil - that’s the resistance it produces, it’s a bit rough,
corrodes reasonably easily;
• a piece of steel coated in a lubricating oil;
• a piece of steel coated in a base lubricant - a lubricant that has no additives in it (the
same base that is used to make up the next oil);
• a classic vehicle oil, gives a little better corrosion protection;
• an inhibited oil formulated specially for us by Penrite - gives good protection;
• a Penrite inhibited classic vehicle oil.
Now the fascinating thing about this is the difference between the uncoated surface and
the protection given by the most protective oil is ten thousand times. So we can say that
this particular oil is several thousand times more protective than some of the least
protective. That’s quite an amazing amount. So just by using this kind of oil (and it
doesn’t have to be this particular brand) - an inhibited oil - we’re getting massive
amounts of protection, and this can totally change our maintenance plan. We’ve
obviously also done salt spray tests and other kinds of tests on oils as coatings, and we’re
going to be continuing this over the next two to three years.

�One of the other things we’re trying to develop is a concept which we’ve taken basically
from paper conservators. Paper conservators at the Victoria and Albert, when they
display something, talk about Just Noticeable Fade and we’re trying to get this concept
into functional objects so we can talk about Just Noticeable Wear (JNW). We don’t
know yet exactly how it’s going to work, but we want to be able to quantify the wear of
objects and actually talk about what lifetimes we can get out of them, so that we actually
know the rate of degradation that they’re undergoing.
How should we be carrying out any running?
• warm start;
• run all systems up to full working temperature;
• run for a minimum time (30 minutes?) at varying load;
• dehumidify systems on closedown.
Okay, this is what we use in the museum and what we recommend other people use, and
this is how we currently believe people should be running objects in museums. Notice
that we’re dead against running anything for a short period of time. We believe that
things should be started warm, run for long enough to achieve full working temperature
and stopped in a dehumidified environment. And they should be run under a varying
load. We’re currently investigating getting a dynamometer for our museum, so we can
run them without actually leaving the building.
Maintenance is the core to everything. A program of structured maintenance is likely to
substantially improve the probability of a mechanical object’s survival, as the
deterioration from wear and corrosion during controlled continuous use and maintenance
cycles can be substantially less significant than the damage caused by neglect and
periodic, interventionist rebuild cycles.
We’ve heard people talk about costs of maintenance. We believe that periodic running
and maintenance is very cost effective. We estimate that a stable, running, 1930s vehicle,
using appropriate inhibitors costs $500 a year to maintain for materials and labour. It’s
not really that much money. In principle, most functional objects are best preserved by
preserving their ability to function and using that to conserve them. That’s the only way
you can get inhibitors inside for instance. This does not mean that they must be
constantly functioning, or operate at maximum capacity. Mechanical objects should
preferably be preserved in a state capable of operation, regardless of whether that
operation happens once a day or once a decade.

Acknowledgements
• Veteran Vintage and Classic Lubrication
• Penrite Oil Company
• University of Canberra for the use of its Raman Microscope Facility
• Research School of Chemistry, Australian National University

�•
•
•
•

Department of Aerospace and Mechanical Engineering, Australian Defence
Force Academy
National Museum of Australia for the generous support of scientific research by
its staff.
Ian Stewart, Barry Lambert, Bruce MacDonald and others.
Openoffice.org. For the presentation software.

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                    <text>Corrosion, wear and corrosive wear; the story of lubrication
systems in large technology object storage and use
David Hallam, David Thurrowgood and Col Ogilvie - Question and
answer session
Davina Bonner: I’m just interested in your concept of the economic life of objects.
At what point do you find that an object reaches the end of its economic life and what
do you do with it then?
David Hallam: You mothball it.
Davina Bonner: Is that deaccessioning?
David Hallam: No, no - the economic life thing actually came from someone who
was a conservator at the Henry Ford (I forget his name), in the mid 1980s. He’s now
somewhere down in the south, I’ll remember his name. And it was used to describe
the useful life of an object in the world. And what I’m saying is that if something is
within that economic life then we can maintain it. We can put it into a maintenance
cycle and use it’s functionality to preserve it. Once it gets outside that economic life
it is worn out and any function will damage it.
Davina Bonner: So you’d look to stabilize….
David Hallam: I would look to mothball it.
Davina Bonner: Thank you
David Hallam: Using military mothballing techniques.
Dave Rockell: We actually run our - we don’t actually have a working car fleet as
such anymore - but we have 15 years ago mothballed our whole collection. But two
particular cars have been silicon brake fluid treated, plus inhibitor oils and have been
suspended in the museum’s roof for 11 years. This year we actually got them out of
the roof and reversed our processes and within two hours were driving around the car
park. Which is what we thought, because everything’s theory up until you actually try
to fire one up again.
David Hallam: Okay, I personally would not use – ever - silicon fluids because I
believe that traditional fluids are more maintainable. And I think that we need to do
some more work there, we need to do some electrochemistry on what actually
happens with traditional fluids. But I do have concerns; I’m pleased that you can do
that, but I do have concerns with the use of silicon brake fluids.
Alison Wain: Could you say why?
David Hallam: Because if they’re not applied properly you will end up with pitting
corrosion and very, very rapidly totally stuff your brake system. And it’s much
simpler to stay with what they were designed for and to add corrosion inhibitors.

�Nick Langford: To support your …what you were just saying about silicon brake
fluids; we’ve had many disasters with silicon brake fluids in a short space of time, in
cars which we’ve prepared for either historic racing or just the, sort of, enthusiast type
use. We are getting severe corrosion in aluminium cylinders, with the result that you
end up with no brakes whatsoever, which is not very good for the conservative
attitude of the motorcar when it hits the tree or something. We’ve found that the best
thing to use is the conventional brake fluids - the higher temperature brake fluids are
much better than the lower temperature brake fluids for use in drum brake vehicles
(which are the cars of the thirties). And the best thing to do with brake fluids is to use
[the vehicle] and get the brake fluid hot, and then all of the moisture which has been
absorbed into the brake fluid is boiled off and you don’t have any problems. If you
use conventional brake fluid on a regular basis it lasts for a long time, and if you look
at the service instructions on modern cars for instance the modern brake fluids have a
shelf life I think of about two years. So if you take your Volvo, or whatever you
choose to drive, in to get serviced, you’ll see that they will change the brake fluids on
a regular basis. So it should be treated the same as changing the oils. Thank you.
David Hallam: I agree with that.
Nikki King-Smith: I’ve got two V16 turbo-charged power plants in the object that
I’m supposed to be conserving. I think I’m going to be having a bit of trouble firing
those up! They’re of recent vintage. Would you consider that keeping the parts
moving (to move the lubrication systems) with an ancillary engine or motor of some
sort would be a better case scenario than just mothballing? I mean, I just don’t think
that I’m going to be able to turn these things on and maintain them.
David Hallam: The problem is, in order to mothball them properly, they need to run.
So really what should have happened was the last time that they were run (and this
never happens), is they should have been mothballed properly, if they weren’t going
to run.
Nikki King-Smith: What do I do now?
David Hallam: I would tend to use lubricating oils and circulate them through. And I
think if you can rotate them, as part of a maintenance program, I think that would be
useful. You also should consider dehumidification, dropping the RH inside the actual
engines themselves. Using a Munter system or something. I mean how big are they?
Nikki King-Smith: Locomotive engines. They’re in the submarine.
David Hallam: Yeah, I think you need to consider some dehumidification.
Alison Wain: If you do mothball something, even mothballing - if we’re talking
about preserving something for decades, hundreds of years potentially - you’ve got to
renew that mothballing at some stage. So what do you do then, particularly if you
can’t fire your object up?
David Hallam: You’ve got a bit of a problem. That’s why in a lot of ways I consider
mothballing to be second best. Mothballing becomes part of your cyclic restoration

�phenomena, which is why a maintenance program where you can actually kick the
thing over is far better.
Alison Wain: Even if that’s not firing it up?
David Hallam: Yeah, even if that’s not firing it up. That would be my preferred,
because at least then you can change the oil.
John Kemister: Another suggestion, if you can’t fire it up, is maybe you can throw a
few cc’s of vapour phase inhibiting oil in the top end. Now you’ve got to watch that,
because if you crank it subsequently you can get a hydraulic block. But usually over
the years a few cc’s usually trickle down through the ring caps anyway. Put it in the
top and spray it around with a little nozzle.
David Hallam: One of the things that you’ll find with an oil that has a decent
inhibitor package in it, is it has vapour phase inhibitors and surface inhibitors. So I
would suggest that it’s best to go with one package rather than mix and match,
because you don’t know what’s in there and you really have to be careful with vapour
phase inhibitors They’re wonderful, but I think you’ve got to be careful because they
attack things like lead, cadmium, and a few other things like that which you may have
in your bearings. So you need to find out what’s in there. What the materials are.
Gillian Mitchell: David, I’m interested in your idea of the monitoring and the idea of
Just Noticeable Wear and wondering - have you got to the point where you’re
thinking about how you might actually go there, and what indicators, where you’ll be
looking at and how you’ll measure them?
David Hallam: No, we’ve just floated the idea at the moment and we’re very
interested in any input, but basically we think it’s a useful way of describing things.
Colin Ogilvie: The unfortunate thing about Just Noticeable Wear is for 50 years
being a mechanic it’s easy, I’ll have a listen to it, and have a smell of it, and have a
feel of it, and yeah, it’s buggered or yeah it’s okay mate she’ll be right. It’s easy for
me, but how do you get feel, smell, taste, over to people? You can’t. It’s an
experience, so we’ve got to measure it. As a mechanic and an engineer, I can measure
most parts of a car in one form or another and I can tell you whether it’s good, bad, or
indifferent - it’s longevity, they’re reasonably easy, but I’ve got to do some handling.
Now if I had a 16 cylinder turbo charged engine that weighs around about eight and a
half tonne I don’t think I’d be looking to dismantle that tomorrow afternoon. So I’ve
got to have some form or some way of knowing. You must start off with a base line
and that’s where we’re really at now, is where do we start from? That’s our Just
Noticeable Wear beginning. Another year, we might be able to tell you.
Andrew Pearce: A few years ago when we were first talking to you about vehicles
and oils and things like that and you were in the early stages of involvement with
Penrite - we were talking about spectroanalysis of engine oils, which was one of the
features that they were offering to you. I’m in an interesting position, where
originally I was actually working with the South Australian railways - funnily enough
on big 16 cylinder turbocharged diesel engines - and spent about six months of my
electrical apprenticeship working in the chemical testing laboratory in the railways,

�where funnily enough every week we were running big spectroanalysis test runs on all
of the engine oils from the locomotives in the fleet. Are you planning on using things
like the spectroanalysis results you’re getting back from engine oils to pick up the
early stages of wear? Because that was one of the things that we were doing with the
oils - you could see when the lead and copper and things like that started appearing.
David Hallam: In theory it sounds great, but if something is corroding and it’s not
moving, how do you analyse it? In order to use spectral analysis it needs to be
running continuously. So I mean yeah, great, if we’ve got something in a display fleet
that’s fine, but if it’s the prototype Holden and it’s on display in the Nation Gallery
and it’s not running at the moment, how do we monitor it?
Andrew Pearce: You don’t get the materials building up in the oil and you definitely
don’t build up the base line enough to get a fingerprint of what’s normal.
David Hallam: No. And it’s only done eight miles since it was rebuilt. So it most
probably isn’t worn in. So you know, you’ll still be picking up all that first piece of a
peak. So, we’ve got a long way to go. We’re just flagging it.
Joanna Barr: Just a quick question. Is a maintenance regime such as you and Alison
described going to work where there isn’t museum quality climate control and there
are known condensation problems?
David Hallam: Yes, it will, you just make it more often. Basically, well, it depends
on your environmental corrosivity, so really you need to get some idea of that. You
need some measurement of your environmental corrosivity and then you can start
looking at that.
Joanna Barr: Yeah, so in a regional country area where…..
David Hallam: Yeah, well, six monthly, yearly, you know, up it like that. This is
where you know, we think we’ll be down to five yearly maintenance cycles here, but
we don’t know. We’re not there yet.
Joanna Barr: So we are potentially looking at a system that is very manageable for a
very volunteer [organization]?
David Hallam: Yes, that’s the great thing
Joanna Barr: Yeah.
David Hallam: Yeah, it’s not new tech.
Joanna Barr: It’s low tech.
David Hallam: Yeah, you just change the oil, just use a different one.
Joanna Barr: No, that’s great.

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                    <text>Conservation: from a Tradesman’s point of view.
Colin Ogilvie
National Museum of Australia
“What is a mechanic like you doing in a place like this?”
The place: The National Museum of Australia. Large technical objects repository and
laboratory, Mitchell, A.C.T.
The purpose: Under direction conserve large technical objects from the collection.
Why an older mechanic? Training and skills from a bygone era.

Younger Visitors to the Vicars Street laboratory often expressed remarks such as “We
did not realise Australia kept live fossils” or “What is your accession number?” Being
thick skinned it took me a couple of years to become aware of the verbal intent so
now it helps to be deaf as well.
I have two stories to relate. Number One will be the Bean and number two the
Crossley.
The large technology objects (LTO) collection consists of many items from clocks to
cannons, cars to cranes and various powered and un-powered transport mediums. The
majority contain metal contrivances from the past two centuries and those of you born
in the earlier half of the last century have had the opportunity to come in contact with,
work on, or work with a goodly portion of these objects. Hence “the old fart” as
commonly called enters the scene.
In the beginning, some eighteen years past, the LTO storage was very basic. Objects
were stored in a large, environmentally unfriendly shed where selected items were
placed on a basic maintenance programme. Not much has changed in the storage
department but the objects are now subject to some form of scrutiny from which a
conservation programme is developed. It is at this point that the older gentleman
expressing wind enters. Requested by the Senior Conservator to assist all conservators
in their efforts to conserve the collection. (Yeah, she’ll be right mate.)
Prior to moving into the current laboratory facility the conservation work was being
performed on the floor of the environmentally unfriendly shed. The first major project
was the Bean Car of Francis Birtles. This also was the first major project for the new
conservator, David Thurrowgood, under whose direction I would be working. (She’ll
be right mate.)
Two days into the programme the Pup (David T) requests the removal of engine
mechanical parts. (Yeah, no worries mate.) I begin to remove the retaining nuts by
fitting a socket. Now every mechanic knows that fitting a socket to a nut will remove
extraneous dirt and foreign matter. Before you can blink, there is a plastic bag and a
brush catching the falling rubbish with the Pup on the end of it. Lesson One, Day
Two. Check with conservator whether he/she wants the rubbish on the nuts and bolts.

�Explanation: “The dirt on those nuts is a historical record of the vehicle’s trip from
England to Australia.” Ding, the bell rings.
Question to conservator: “How am I going to remove and replace parts without the
loss of history?”
Of course the answer was common logic “Very, very carefully.”
Dilemma: How does a very well practiced mechanic assemble an engine with
historical dirt attached when normally engine assembly is done in a clean room
environment? Very simple stupid. Very, very carefully. Conservation 1. Mechanics 0.
Caution now being my middle name, things proceeded at a much more reduced rate.
Not because I was bludging, just being very careful. The braking system was next on
the agenda, with major work having to be performed. After disassembly and long
discussions it was decided to replace two dust covers. One cover was nearly nonexistent and the other was missing. Made of brass plate of approximately one
millimetre thick and rounded contour, it posed a machining headache. Very old
technology prevailed, spun on a wooden block, and a couple of days later replicas
were fitted. Lesson Two, Day Four. Slow down and do the job properly. Conservation
1. Mechanics 1.
The final drive assembly was in a terrible state due to abuse during earlier partial
restoration. The decision in this instance, made after long deliberation, was to rebuild
the centre as close to the original as possible. To enable this to be achieved a new
crown wheel and pinion would have to be made. Suitable drawings were produced
and the Pup, with old parts in hand, made a special trip to the gear cutters in
Melbourne. Mechanics question: “why not send it by courier?” Answer from
Conservator: “…And if the courier looses the original parts?” Lesson Three, Day
fourteen. Re-evaluate values of broken or worn out parts. Conservator 2. Mechanic 1.
Many months later it is assembly time. That wonderful time when a mechanic gets to
put all pre-planning and preparation into one package. Fifty years working on
engineering pieces and for the first time mechanical components are to be assembled
without meticulous washing, in other words bloody dirty. Just how in hell do you do
it? Yeah I know, “very, very carefully”. And so it came to pass that the Bean was put
together with dirt as an identified component of the vehicle and the assembly was
very successful, as was the first test run.
The final test run was most pleasing as the Bean car drove into its display area at the
new Acton building. Why was this so pleasing? The vehicle was presented to the
Museum in 1928 in “as it finished its world trip” condition. The vehicle was
functional and now some seventy odd years later it drove home.
Conservation: one hell of a big congratulations.
Mechanic: One hell of a different attitude.
Final lesson. Never assume anything, especially in haste, as false assumption breeds
historical waste.

�Case Two.
The Crossley presented a very different set of values. This historical vehicle, used by
the Queen mother and King George whilst Duke and Duchess of York, at the opening
of Old Parliament house in the late 1920s, had undergone a 1970s restoration. This
restoration left many mechanical components in a condition less than satisfactory,
with catastrophic failure results likely in the near future. The initial investigation
required the replacement of a rear axle oil seal, a relatively easy and not very timeconsuming job. Upon strip and removal it was found that many other components had
suffered from lack of maintenance or amateur abuse. This promoted a detailed
investigation into the complete mechanical train with a resultant “ Oh God, what do
we do now?”
Here we are with a beautiful historical vehicle and every mechanical component had
suffered at the hands of amateurs, or from bad professional advice. Dilemma: “moth
ball the object” or “make it functional”. The answer from the Senior Conservator
“This object was purchased as a functional object and it is the intention of
conservation to keep it that way.” Well you can’t argue with that. Can you? So begins
the story of the Crossley.
With a complete mechanical rebuild confronting the conservation staff, a plan of
attack was devised. Remember the rule KISS - “Keep It Simple Stupid” - well that
was the cunning plan. One assembly and one component at a time. Starting at the
front, the engine was the first assembly to receive treatment. All components were
removed - normal mechanical strip down - and examined for wear, abuse and
originality. To our horror every component other than the crankshaft and main
bearings would need some form of major treatment. Some parts were so bad that
repair was impossible.
The water pump, being so badly corroded, was the first for remanufacture. Comment
from the Pup: “We can make a new one of these can’t we?” Never let it be said that a
mechanic would walk away from a challenge. “Yeah, no worries mate”. Might I add
that we have no casting facilities, only a small lathe and a beautiful old milling
machine. The truth of the matter was that I had no B……. idea on how we were to
manufacture this very intricate component. Anyhow a billet of alloy and much
swearing cursing and cunning later produced a water pump housing to which all other
components would mate. The stamping on this new housing would make it clear to
later investigators that the unit was made at the National Museum of Australia on a
particular date and by whom. That’s great! Future conservators will now be able to
throw accurate rocks at the mechanic.
Remember the phrase “ Old age and cunning always beats youth and exuberance”?
The next component illustrates this.
The rocker shaft was of particular note as it had suffered from abuse and wear
sufficiently badly enough to warrant a new shaft. Unable to purchase a new shaft,
manufacture became the only solution. The selection of material came from Bholer, a
steel supplier in Sydney and the Pup, under direct supervision of the mechanic,
undertook the chore of manufacture. (Role reversal.) The manufacture of this rather
accurate shaft required the drilling of a hole throughout the longitudinal axis, a

�distance of approximately seven hundred millimetres or roughly thirty inches. To
achieve this required patience and endurance as well as considerable technical
dexterity. The mission was accomplished and the new shaft is now an operational
component in the engine.
Question: “How do you make a conservator a tradesman?” Answer: “Start off with a
dexterous conservator.”
The rebuilding of the mechanical train in this vehicle took considerable effort, time
and planning. In total five hundred and sixty eight parts were made, to achieve the
final goal of having a functional object which did not depart from its social history.
This was an achievement for both conservation and engineering staff.
To the question “What’s a mechanic like you doing in a place like this?” the answer is
“instilling old learning and skills into the future of our institutions by making our
young conservators aware of engineering culture”.

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                    <text>Conservation: from a Tradesman’s point of view.
Col Ogilvie - Question and answer session
Chris Knapp: You were explaining the difference in approach between an engineer
and a conservator and what you’ve learned. Do you enjoy using the new skills that
you’ve learnt; do you get fun from what you do?
Col Ogilvie: You know I’ve spent 20 years as a teacher of automotive engineering,
then the next 15 or so in private industry in my own business. The last - three? I think
four – have been up at the museum. I wish I’d done it thirty five years ago. The skills
I’ve learnt up here are totally different – it’s an appreciation of historical culture,
engineering-wise. And that is the big thing. An acceptance by a mechanic, fitter and
machinist – I’ve got multi-skilled trades here. Having to manufacture a part gives you
an appreciation of engineering culture, but over a period of time that engineering
culture suffers – such as the type of material we’ve used and so on - what happens to
it. Since I’ve been with these pair of chemists I’ve learnt a lot. I now know not to
make some things out of what I used to make them. I know now that I put on a pair of
white gloves, not because it’s going to put dirt on the car or it’s going to put dirt on
me, it’s because I know I’m not going to corrode that car in any manner, shape or
form. So I’ve learnt one hell of a lot and it is important not only that conservators
learn engineering, but that engineers learn conservation. It’s an absolute must. That’s
one of the big problems I foresee with our volunteer program, that we should educate
them first, before we bring them in.
Fred Haynes: I know where you’re coming from because I’ve got a trade background
myself; I trained as a scientific instrument maker – one of those lost trades. How do
you resist the temptation of getting those things looking all nice and shiny and making
them work again? If you’ve got no conservators hanging around to make you do it!
Col Ogilvie: One of the biggest problems for me to come into this conservation mode
has been to restrict my activity and to slow it down. You see, being in private industry
you tend to go hard at something and go for it. And the consequence of that has
always been - it’s economically correct, but historically brrrgh – mightn’t last too
long. Now I’ve got to look at it the other way and get it historically right, so that in
200 years some bugger can come up, turn the key, start it and drive off. If he can do
that, I’ve done my job and that’s the way I’ve got to think now. A lot different to
tomorrow - jumping in, turning the key and driving off.
Fred Haynes: Yes, I can appreciate that feeling because I came from the background
of an instrument workshop – had to prepare things to as-new, workable condition for
the navy. When I went out to Spectacle Island there was all that stuff waiting to be
repaired and made as-new again and yes, coming to a couple of these courses here has
made me appreciate that’s the difference. And I might just make the comment about
conservators and mechanics and engineers – there was an engineer who said he would
have made a conservator, but he didn’t have enough parts…

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                    <text>A well-planned operation
Alison Wain
Australian War Memorial
Abstract: Just as the physical nature of most large technology objects is
composite – a whole emerging from the physical connection of many parts – so
the functional nature of these objects is also composite – a whole generated by
the interaction of many smaller functions. Conservators and curators routinely
make decisions about which parts of an object to prioritise for conservation, but
they also need to make clear decisions about which functions they wish to
conserve and why. This paper discusses the factors that can make the difference
between the well-planned operation of a functional object and a money-guzzling,
low-return headache.

Introduction
Large technology objects are, by definition, big. Most of them are big because
they are composed of many smaller components, each with its own distinct
function. These smaller functions interact to create higher level functions – the
ability of a gasket to function as an effective seal for instance is vital to the correct
functioning of an hydraulic system.
Large technology objects are, however, often described on display as if each one
were an indivisible whole. “It is of period A, it represents technology B, it is in
condition C, it fulfils function D”. A simplified description like this is appropriate
to many displays, presenting a clear picture to the public in relatively few words.
When it comes to actually working on a large technology object however, as any
good mechanic knows, it is a collection of small objects. How those objects are
put together is vital – the whole is more than the sum of the parts – but it can still
be broken down into the parts, and usually has been at regular intervals during its
operating life.
This reducible quality means that over an object’s lifetime the various different
parts acquire distinct life histories. By the time an object enters a museum
collection its different components are of different ages and stages of wear,
different sources and manufacturers and different materials. The history of each of
these determines its degree of historical significance and its relevance to the
purpose of the collection.
The same can be said of the object’s functions. Most large technology objects
have a range of different functions – provision of motive power, ability to move
around, ability to perform a specific work task such as lifting or weaving, ability
to stop, ability to send signals or register information. Through the object’s
working life these functions are adapted, updated, replaced, disused and discarded,
along with the components that make them happen. Each of these functions may
have a different level of historic authenticity or relevance to the purpose of the
collection, and may present different opportunities and difficulties for display.

�In particular, functional objects present the opportunity - perhaps the obligation to maintain their functions. The concept of responsibility to preserve intangible
heritage is growing rapidly (Galloway, 2004 and Wain, 2004) and includes
aspects such as the sensory experience of large technology and the skills
associated with its care and operation. To decide whether it is appropriate to
maintain a particular function however, it is important to consider the level of
cultural significance of that function and determine whether maintaining it will be
informative, useful and relevant - or just an expensive white elephant.

Which functions are worth keeping?
Making large technology functions “go” is much more popular – indeed expected
– than the operation of small technological objects. In fact, while it is seen as a
worthy aim in itself to collect small objects and place them on static display, to
collect large objects and put them on static display is often seen as something to
be ashamed of. How often have you heard the heartfelt lament “It’s such a pity
you can’t have them all working...”?
But when people talk about a large technology object working they often just
mean getting the engine going and having the main movable bits move. For large
objects built before the middle of the twentieth century these are pretty much all
the functions they had to offer and even these were somewhat experimental in
nature. So to provide an insight into the technology and “feel” of these early
machines, motive power and basic movement works well and is not too difficult to
achieve. However maintaining these functions is still a resource hungry
commitment and before making that commitment the question should be asked how many engines do the public want to hear? At what point do the costs of
maintaining and demonstrating even these limited functions outweigh the return in
public interest?

Functional complexity begins to explode after the Second World War, with
features such as hydraulics, feedback systems, communications, fire suppression
systems and many more. And yet “operating” these objects still tends to mean
turning the engines on and having the main movable bits move. This is still
impressive (these are, after all, big machines), but perhaps this is an area where a
wider range of functions could be explored, combining the public’s appreciation
for operating objects with a greater variety of experiences. Some of the alternative
functions may in fact be safer and cheaper to manage than running an engine, and
more suited to use inside interior spaces such as galleries. For example, large
technology objects in the Memorial’s collection with functions which run
independently of the objects’ engines are the Sea Fury aircraft (folding wings) and
the M113A armoured personnel carriers (openable rear access ramps).
Some large technology functions may be difficult to manage in their original
configuration, but be relatively easily adapted for museum use. Most aircraft
hydraulic systems, for example, are normally powered by a pump driven by the
running engine (or an electric backup pump) and operate at high pressure to

�overcome the aerodynamic forces on the flight surfaces during flight. A pinhole
leak in such a high pressure system could result in the escape of a stream of
hydraulic fluid. However an alternative low pressure, hydro- electric system
could be manufactured to replace or run alongside the existing hydraulic system,
and be operated by a simple electronic program. This could perhaps even be made
to respond to visitor operated controls and used to demonstrate the effect of
changing the shape of flight surfaces on the aircraft’s performance (Croker, 2004).
In the early twenty-first century many functions in large technology objects are
being designed to be run by separate layer of functional systems – automated
computer systems (Graham-Rowe, 2003, issue 2420). For these objects just
running the engine and moving the main movable bits is not an option. Most of
the movable bits are not directly connected to the control mechanisms used by the
operator – they are activated by the electronic systems in response to a
combination of operator delivered instructions and factory set instructions about
the best way to safely run the machine. To even run the engine and move the main
movable bits in these objects it is necessary to maintain the functional electronic
operating systems to manage them.
This brings new challenges which I do not believe the museum world has yet
grappled with. One of these is that a mechanic can no longer maintain these
systems without expensive specialist training and diagnostic equipment –
dedicated training and equipment which is produced by, and specific to, particular
vehicles or products. The Memorial’s Bushmaster infantry mobility vehicle, for
instance, requires separate equipment and training to maintain its CAT engine and
its Allison gear box. Commercial and (in the Memorial’s case) military secrecy
may become an increasing barrier to functional maintenance of historic objects,
either passively as a result of training and equipment costs, or actively,
particularly with objects which are still sold commercially or used on active
military service (Schroeder, 2004). The use of computerised systems in large
technology also brings in all the problems currently faced by other users of digital
technology in the heritage industry, including rapid obsolescence of hardware and
software (particularly specialised proprietary products), bugs, viruses, data
corruption and incompatibility with earlier systems.
The future may hold a number of other ethical and practical challenges which
have not yet landed on the workbench of the unsuspecting conservation mechanic.
For example components of modern large technology objects are increasingly
being made to be replaced when damaged – it is often not possible to repair them
(Graham-Rowe, 2003, issue 2377). The day is also fast approaching when many
components will not be built but “grown” using genetic algorithms – not even
their manufacturers will know quite how they work, or quite how they could go
wrong (Davidson, 1997). A malfunctioning electronic security system could lock
down a whole vehicle and send a ear-splitting screech through the galleries. Still
want to run the engine…?
Running the engine and making the main movable bits move for objects from this
era is in any case pretty clearly not the main point of the technology. The point of
these objects is not just that they can move, but how well they can do it – how safe
they can be in dangerous situations, how fast, how precise. The old large

�technology experiences of sound, smell and movement may even be largely
irrelevant – many twenty-first century machines are engineered to minimise noise
and emissions and to move with the minimum of energy-wasting fuss and
excitement (with the exception of Harleys which have forged a whole brand out of
energy-wasting fuss and excitement).
Along with many other aspects of large technology use and care, selection of
functions for display purposes has often been driven by ideas and assumptions that
perhaps have more to do with machines from before the Second World War than
technology from the last fifty years. Undertaking a more explicit evaluation of the
significance of different functions for collection development and display may
deliver a variety of advantages, including a wider range of experiences for the
public, more options for exhibition developers and opportunities to preserve a
wider range of functions and maintenance skills.

What other factors should be considered?
As well as the cultural significance of functions, a number of other factors must be
considered when deciding whether maintaining an object in an operational
condition is a viable proposition. The following list covers the factors that our
experience at the Memorial has suggested are most critical (a number of these
factors are also noted in Paine, 1994).
• the current state of the object (which will dramatically affect the cost of
making it functional);
• the likely impact of wear on significant parts of the object;
• the need to update the object to meet modern safety standards;
• the restrictions of the museum context, including;
⇒ The requirement to deliberately disable or remove potentially
hazardous functions (for example weapons systems);
⇒ The need for special provisions in the exhibit design to facilitate either
display operation of the chosen functions or exercise of functional
systems for maintenance;
⇒ The cost and availability of certification that will be acceptable legally
and to insurers. This includes:
- Suitable licensing arrangements for machines and their
operators (roadworthiness, authorised drivers etc - this
can get quite curly when the machines no longer fit the
requirements of current codes and when no training
courses are available to teach the skills required to
operate them);
- Suitable certification for museum use (certification may
only be available if a machine is fit for its original use,
whereas the museum use may be substantially less
demanding and risky and allow for greater retention of
original components);
• the level of benefit to the museum of operating the object. For example
operation may be a direct revenue raiser – a number of small museums in
particular charge for rides in operating trains and vehicles;
• Non-display reasons for maintaining functionality:

�•

⇒ the preservative effect of operation due to both distribution of wear and
preservative compounds and the increased level of care and attention
that it demands (Paine, 1994 and Hallam and Courtney, 1995);
⇒ large technology objects may be logistically easier to manage and
preserve if some functions are maintained. For example the weight of
the Memorial’s fifty two tonne Centurion tanks means they are
extremely difficult and expensive to move if they are not self-mobile.
Equally, to inspect the interior hydraulic and fluid spaces of many First
World War guns, it is vital that the breech, recoil, elevation and
traverse mechanisms are maintained in a movable condition. Once
these systems have seized up through lack of care and exercise,
inspection of the internal spaces and maintenance and disassembly of
the components are impossible (Pearce, 2004);
The resources available to maintain functionality in both the short and long
term.
⇒ Money and time – the more complex and potentially dangerous the
function, the more money and time is required to maintain it
successfully. Money and time are primarily expended on:
- Getting it going (and making it compliant with relevant
standards);
- Keeping it going – regular exercise, changing
lubricants, cleaning etc;
- Getting it going again – when things wear out and
accidents happen;
⇒ Facilities for safe and appropriate operation and repair (including both
workshop and exercise areas);
⇒ Record keeping – records of what decisions have been made and why,
log books, conservation reports, maintenance plan, parts and spares
inventories, photographic documentation, results of periodic
performance testing etc;
⇒ Skills – developing and maintaining a pool of skilled people to both
operate and repair the machinery.

The Plan
To make a success of conserving and operating a functioning object, all this
information needs to be brought together in a project or object treatment plan.
This does not have to be a huge undertaking, but it should be developed with the
involvement of key people. These include the person who knows why the object is
significant, the person who knows what the object is made of and how it works,
the person who knows how the object will be displayed and the person who knows
how the object will be moved and stored. It also includes the person who knows
how much money is available (and can maybe get some more) and the person who
can meld all these other people and their different ideas into a successful project
team.
The project plan prepared by the team must record the following information:
• which functions are to be conserved and why;
• what funding, skills and facilities are to be used;

�•
•
•
•

what health, safety and legal requirements must be complied with;
what tasks are required to conserve the identified functions,
what supply train is required (identification and purchase/stockpiling of
suitable spare parts, lubricants, fuels etc)
whether any mothballing or other work needs to be carried out in parts of
the object not selected for functional conservation (such work might be
needed to ensure the safety or structural stability of the object, or to
conserve the possibility that additional functions might be reactivated in
the future).

After the project is complete, the same team must complete a project report which
records changes made to the original plan (and their rationale) and the final
outcomes (treatments applied, information discovered, project costs – this will
help in planning the next project – and actions taken to ensure legal compliance).
The team must also ensure that a maintenance plan is designed, written down (and
located somewhere other people can find it) and set in train. The maintenance plan
must include periodic monitoring to document the ongoing condition, reliability
and safety of the object and the effect of operation of the chosen functions on the
rest of the object.

She’s a little ripper – just what we wanted
The final result should give everyone a warm inner glow. Good decision making
up front should result in conservation of a set of functions that closely fit both the
intended use of the object in the collection and the money, time and other
resources available. People involved in the work should feel satisfied that the job
has been done to high standards and management should feel happy that the
project has delivered the agreed outcomes on time and on budget. Most
importantly, everyone gets the fun of watching, hearing and smelling (and
sometimes operating) a real, working object.

References
Courtney, B., Hallam, D. The Utilisation of Large Technology Items in the AWM
collection. Internal paper produced for the Middle Management development
Program, Australian War Memorial, 1995.
Croker, J. Personal communication. September 2004.
Davidson, C. Creatures from primordial silicon - Let Darwinism loose in an
electronics lab and just watch what it creates. A lean, mean machine that nobody
understands. New Scientist, vol. 156, issue 2108, 1997.
Galloway, I. What is in a name? ICOM Australia, September, 2004.
Graham-Rowe, D. Now who's in the driver's seat? New Scientist, vol. 180, issue
2420, 2003.

�Graham-Rowe, D. 'Gadget printer' foreshadows a new industrial revolution. New
Scientist, vol. 177, issue 2377, 2003.
Paine, C., editor. Standards in the museum care of larger and working objects:
social and industrial history collections 1994, Musems and Galleries
Commission, London, 1994.
Pearce, A. Personal communication. September 2004.
Schroeder, A. Personal communication, September, 2004.
Wain, A. TO INFINITY AND BEYOND! A little light crystal ball and navel gazing for
the Conservation Profession. AICCM National Newsletter, no. 90, 2004.

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                    <text>A well-planned operation
Alison Wain
Question and answer session
Fred Haynes: In your considerations for keeping the thing moving, nowadays one of
the more modern considerations is - can a terrorist can steal it and use it?
Alison Wain: That’s one we hadn’t actually thought about I’d have to say.
Fred Haynes: Because that’s one of the things…when they took HMAS Brisbane up
and they’re sinking it off the coast they’ve got to make all the gun barrels safe so
nobody can recover them and use them. And all sorts of those considerations.
Alison Wain: We’ve certainly dealt with those considerations with regard to firearms,
yes, and we do have a policy in place for that, but a whole vehicle I hadn’t actually
considered.
Fred Haynes: Particularly the Bushmaster!
Alison Wain: Well yes!
Chris Knapp: Do you actually advocate running your objects or do you have a
secondary collection that you will run?
Alison Wain: That’s really something that we decide on a case by case basis, with a
huge input from the curators. We would look at, the curators would look at what the
object…what its intended role is in the collection, and certainly they have acquired a
number of objects specifically with the idea that they will function as running objects
for open days, for special events. And certainly if an object’s acquired with that in
mind then we would work with it on that basis and yes, it’s a different level of
collection. So I think it’s really a case by case basis.
Chris Knapp: I don’t know if you have many volunteers work with you, but we find
at home – we’ve got a hundred and fifty volunteers - and every now and again one
will come to us with their favourite aeroplane or their favourite vehicle and have a
case to get it running. Do you find it’s usually personal preference that drives
somebody to start the ball rolling on a particular object?
Alison Wain: Not these days – I don’t know what it was like in the past. Certainly the
volunteers, yes, regularly express a fondness for a particular vehicle and say “I wish
you could get the ‘X’ running” and we’ve, I guess, been trying to talk to them a lot
about why we do things and what the constraints are and how difficult it is to
responsibly keep an object in an operational condition, and I think the people that
we’ve got volunteering with us now understand that a lot more. I think the planning
processes within the Memorial are actually very well integrated – the business
planning and so forth – so while I think that there’s a certain level of personal
preference that gets any project up and running - you’ve got to have someone that acts
as an advocate for it – I think that’s very much mediated by a very strong planning

�process and a very strong consultative process, so if there’s a real problem with that it
gets picked up pretty early.
Barbara Reeve: I just want to respond to Chris’s last point. We did in the past have a
very volunteer-driven conservation program, especially for the large technology
objects and the choice of objects that were worked on was very much driven by who
the volunteers were, what their background was, what their interest was. And then
how the object got conserved or restored was also very strongly driven by what the
volunteers knew, how they knew how to do it and so on. Today, as Alison has said,
all of our conservation projects are very much part of the overall corporate strategy –
where are we going, what are we doing, how are we getting there? And that’s set in
three year corporate plans, so at the moment our next big objective is the development
of the post 45 galleries. And the last three year project was the redevelopment of
ANZAC Hall, so to that end we were working on the Beaufort and the Lancaster and
that’s where the volunteers were assigned. We said “You’re hired as a volunteer to
work on the Beaufort or to work on the Lancaster – those are our priorities at the
moment and that’s what we will be working on.” At the moment there is, I think, a
vocal minority in favour of working on the Tiger Moth – it just isn’t in our business
plan. In the future, when we get it into the business plan, we’ll certainly contact those
people and get them back and say “Hey we’re going to work on the Tiger Moth now”,
but we very much respond to what the corporate priorities are. We help to set them to
some degree – all the senior managers sit around and determine where we’re going to
go and what we’re going to do. But in fact where we are at the moment is at the end of
a 10 or 15 year gallery master plan. In the 1980s we said “OK – we’re going to
redevelop the galleries - there’s Gallery Redevelopment Stage One, Stage Two and
Stage Three”. This is Stage Three, the redevelopment of the post 45 galleries. Once
we’ve finished the redevelopment of the post 45 galleries, in fact, it’ll be pretty much
a brave new world – I don’t know where we’re going to go after that. We’ll have
finished the gallery master plan and that was a huge huge thing that came out in 1990?
Alison Wain: I’m sure actually it was before I was here.
Barbara Reeve: And so that’s part of that. But bringing everybody on board and
changing their perspective from the way things happened in the 1980s when you
could put up your hand and say “Hey, I’ve got a volunteer organization and we’d like
to work on your DH9” – we’re not dependent on that any more. We have the
resources in house, we have the skills in house, and we have the political
determination in-house to go where we see that we need to go. And I loved your point
about not saying no – that is something that all of the conservators in this institution
have had drilled into them – you never say no – you say “Of course we can do it –
here’s how”.
Alison Wain: Or “Here’s another option”.
John White or Mike Cecil would you like to speak to that point from the curatorial
point of view?
John White: There’s a couple of points here. As a curator I’m very mindful that we
do operate on three year cycles. I’m also mindful that projects like the Lancaster and

�the Beaufort could never be completed in a three year cycle. And there are some real
problems – if you are looking at the solution to REALLY big objects, you actually
might need to be working on them for 10 years, and also at that stage you’re well in
advance of a display requirement for the item. So I think it would actually be more
reasonable to say that we have to factor in some aspects of urgent work – for instance
what we’re doing with the V2 at the moment - looking at solving some major
problems with that so that we actually have the flexibility to make decisions later on.
And I think really the way that, as a curator, I approach this is - I try and be flexible
about the use of the objects, and to think imaginatively about the uses of the objects
over time. An idea now might take 10 years to turn into a reality and that’s part of a
curatorial role - to push on a number of fronts so that a proposition becomes possible
in the longer term. But I think that we like to think about issues and treat – as you
pointed out – objects very individually and take advantage of the points there.
I also wanted to pick up on something mentioned earlier by Dave [Hallam], which is
that the operation of some objects is in fact an excellent way of keeping on top of their
preservation, and that’s something that we’ve come to recognize much more clearly,
particularly in the last five years.
Nikki King-Smith: A simple question. Who makes the final decision?
Alison Wain: Again, I would say that the way we aim to work here is that we get
information from the curators about what the significance of the object is and what its
intended role in the collection is, and then as conservators we do a close examination
of that object, usually with the curator as well and work out different options for
achieving what the curator wants to achieve with it. But also obviously trying to
balance long term role in the collection with immediate display imperatives, so it’s
really an iterative process – it’s back and forth, back and forth, back and forth. One
issue we do have is that I think in the past we haven’t sufficiently involved our
management in that iterative process, and so we’ve had unfortunate situations towards
the end of projects where management has said “I don’t like that. Change it.” And of
course that’s really really difficult – sometimes the object’s on a pole in the gallery it’s difficult and dangerous to access. So we’re at the moment trying to develop a
policy or some guidelines on how to – it is really a PR thing like Chris Knapp was
talking about – to involve them , to make sure that what we’re thinking about as
curators and conservators gets clearly across to management so they’re not surprised
by the outcome, they feel part of it. I think that’s really important as well.

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