Public Engagement, Knowledge Exchange and Impact: A Toolkit for HERA Projects


Overview

The significance of humanities research to stakeholders outside the academy, variously referred to as ‘impact’ and ‘valorisation’, is of growing significance and importance throughout Europe. There is also increased expectation from humanities funders that projects articulate and demonstrate the impact of their research. Public engagement and knowledge exchange are considered to be core components of cultural, social and economic impact. Whilst the multiple European partners involved in HERA have differing national approaches to their definition, communication, capture and assessment, the HERA network is committed to maximising public engagement, knowledge exchange and the impact of research activity across Europe.

Humanities research plays a vital role in building relationships among a wide range of societal stakeholders, including academics, citizens, communities, civic organisations, industries, museums and memory sites, creative practitioners and policymakers. Projects funded under the HERA JRPs include a broad and impressive range of partners across the public, private, governmental and non-governmental sectors. These include policy makers, festivals and venues, military regiments, religious institutions, artist organisations and performing arts practitioners, heritage sites and historic buildings, museums and galleries, libraries and archives, media organisations, professional networking organisations, activist groups, academic bodies and societies, legal and financial institutions, businesses, professional societies, public sector institutions, voluntary and community groups, and charitable organisations. HERA does not seek to impose any one model of impact but embraces innovation, experimentation, sensitivity to the needs of project research and national contexts; there is no ‘one size fits all’ approach. HERA values diversity and acknowledges the importance of basic research whilst encouraging researchers to identify the relevance of their work within contemporary Europe and beyond.

Developing best practice in public engagement, knowledge exchange and impact has been a key feature of HERA from its beginning. This toolkit is intended to support HERA projects in navigating and developing effective public engagement, knowledge exchange and impact in complex transnational environments, as well as capturing their outcomes. Based on the challenges and opportunities experienced by the three previous HERA JRPs (2010-2019), and present developments in the European research landscape, the toolkit aims to provide practical, humanities researcher-centered guidance to project members.


About this toolkit

This toolkit was created by Prof. Jo Sofaer (University of Southampton), Prof. Tony Whyton (Birmingham City University), Dr Craig Hamilton (Birmingham City University) and Elysia Greenaway (University of Southampton). We welcome feedback in order to make them as useful to projects as possible.

  • You can use the menu bar on the left-hand side to navigate to different sections

  • The toolkit is intended as a ‘living’ document. It will be updated with new elements over time.

  • During the course of creating this toolkit the team have also created an interactive, online application that provides visibility on outputs, public engagement, knowledge exchange and impact for all HERA projects. Please visit [APP LINK] to see more.

  • Alongside the text contained within this report there are also a number of case studies and introductions to practical ‘how to’ toolkit elements throughout. These are placed at relevant points throughout the report and are intended as additional resources. They will appear as follows:

Case Study

A pink Case Study box will provide some information about a specfic aspect of an existing or previous HERA project that is intended as an example of best practice for a particular area of public Engagement, knowledge exchange or impact.


How to…

The blue Toolkit boxes will provide a brief overview of a specific element of the Tookit that may assist you in activities related to public engagement, knowledge exchange or impact. A link in the box will take you to the more detailed section of the Toolkit that will provide further information.


Public Engagement


What is it?

Public engagement, also known as outreach, refers to the wide range of ways that researchers can share their work with the public outside the academy. It is a two-way process involving interaction, listening and developing understanding that aims to generate mutual benefit. This two-way dynamic distinguishes it from the one-way process of dissemination.


Why do it?

There is a wide variety of arguments for why scholars should engage with different audiences and, more specifically, for the particular role of the humanities in public life. If we do public engagement well, we are helping to improve research, making it more accessible and highlighting the importance of the humanities.

  • If we, as researchers, believe that what we do is important and valuable then we have a duty to communicate outside our own community.

  • The humanities are innately social and inclusive. They explore issues that matter to people and that speak to them on a human level. People are interested in the humanities because as members of humanity they directly benefit from our research - or at least they ought to!

  • The publicly funded nature of much humanities research (including HERA funding) means that the public have a stake in what we do. Engaging with outside the academy is a matter of public accountability that forms part of our contract with society.

  • By contributing to the knowledge economy, public engagement with the humanities can stimulate debate on issues that are of critical importance to society. As the humanities promote the values of intellectual curiosity, innovation, critical thinking and tolerance, public engagement is therefore vital to democracy and well-being.

  • Many contemporary thinkers in the humanities claim that humanities have - or should have - a political impact on society (e.g. Marquard, Nussbaum, Rorty, Fish). The main goal of the humanities should be then a transformation of the social imaginary by making explicit the multitude of vocabularies used to describe human experience. This can only be done by engaging outside the academy.

  • The humanities distinctive focus on the past - and the many ways that they address fundamental challenges of human history, culture and identity - can inform present debates and transformations in Europe. The humanities offer insights into how pasts are actively and instrumentally used and re-used, (including their relation to issues such as solidarity, trust and imagined futures), which historically-informed discourses and actions in society are promoted, mobilised and legitimised, and which mechanisms lie behind the work of historical understanding. This knowledge enables us to see more clearly the complex ways in which our cultural diversity has been formed, and the dynamics by which it may be shaped and directed in the future. It explores and systematises exactly what it means to be a ‘reflective society’, enabling us to better understand processes of historical development, innovation, and social change that are fundamental to the human condition. The relevance and power of the humanities thus lie not only in what they can tell us about the past but in how they can help shape the present and the future. Public engagement enables us to fulfil this promise.

  • Effective public engagement makes a difference by changing the ways that people think and act. It thus forms part of a pathway to impact. This impact is qualitatively different from that of the sciences in that the possibilities for the humanities to shape the future need not always be immediately utilitarian, instrumental, or about the application of knowledge per se. Instead the humanities offer the possibility for a much deeper shaping: a shaping of thought, ideas and human actions.


How can we do it?

Effective public engagement makes a difference. It is by definition interactive. It is about finding ways to encourage active, enquiring ‘prosumers’ rather than simply delivering findings to passive ‘consumers’. It allows people to ask questions, create dialogue and get involved.

In designing a public engagement activity it can be useful to consider the following:

1. What are people engaging with?

A good starting point is to return to basics and to ask:

  • What is interesting about my research?

  • Where can it make a difference?

  • What are the overarching aims of my activity? What do I want to stimulate through interacting with people outside the academy?

  • What do I want to get through the process of engagement? For example, is the public contributing to, or co-creating the research in some way, for example by adding to an archive of oral history?

2. Who are the audience?

Although we use the phrase ‘public engagement’, the word ‘public’ is rather imprecise. Just as people are all different, not all publics are the same. There is a wide variety of different interest groups, stakeholders and visitor types. Thus although there is an implicit assumption that publicly funded research has universal public value in which all members of society have a shared interest, and many researchers desire to be inclusive in order to reach as wide an audience as possible, in practical terms it can be much more strategic and effective to segment potential audiences.

Segmentation is a well-established notion within marketing, the arts, culture, and heritage sectors. It is the process of dividing and organising the population into meaningful and manageable groups in order to tailor activities and communications to their preferences and interests. It can also be used as a tool to diversify and widen audiences by identifying under-represented groups. Defining your audience means that you can tailor communication to them rather than using a scatter-gun approach that hopes, or assumes, that people will be interested in your work.

There are many different ways of segmenting an audience. The Audience Agency works internationally and has some good advice on audience segmentation that is particularly relevant to projects that are partnering with arts and heritage organisations. It also offers sophisticated analysis tools that are aimed primarily at these sectors. These are likely to be more detailed than is required by most HERA projects but the principle of audience segmentation is worth considering. The Audience Agency suggests that the following variables may be useful in segmenting audiences:

Modified from The Audience Agency

Modified from The Audience Agency

Instead of aiming activities at ‘the general public’, consider whether your audience might be, for example, families, school children or young adults. Is it local residents of a particular area? Professionals in a particular sector? You might also consider targeting audiences that are socially marginalised or frequently excluded from academic contexts in order to widen participation.

It can be useful to have a scoping stage where you have some preliminary conversations with your target group(s) in order to understand your audience. This might include verifying why your topic is of interest to them and / or discussing what might be the best methods of engagement to get them interested in your research. Knowing your audience means that you can plan around them in order to best achieve your aims. This, in turn, means that your public engagement is likely to be much more successful and impactful.

You can refine or expand beyond your original proposal to HERA as long as this is justified in your annual report.

3. What Method of Engagement Is Most Suitable?

Choosing a method of engagement is a matter of selecting the most appropriate tool depending on the audience and purpose of engagement. Staff time, cost, duration and scale of engagement (how many people and geographical scale) are also important factors in selection. The Engage2020 project and National Co-ordinating Centre for Public Engagement have useful resources that help researchers select an appropriate method based on purpose and audience.

The range of public engagement activities used by previous HERA projects includes: participatory art, art installations, exhibitions, films, concerts, festivals, pop-up stands at various events, fashion shows, community projects, co-created research, life-long learning activities, education packs for schools, interactive websites, bespoke apps, social media (Twitter, Facebook, Instagram, blogs etc), podcasts, public talks, posters, newspaper and magazine articles, press releases, TV and radio programmes and other kinds of media appearances.

Many of the most successful projects have used these in combination, drawing on a spectrum of activities that vary in the intensity of their interactivity. Successful projects also frequently involve partnership working and have drawn on the expertise of non-academic partners in order to inspire, generate and tailor content, provide essential technical or linguistic insights, offer exciting venues, and reach target audiences.

For example, several HERA projects have museum, library or archive partners. Staff in such institutions are often strongly embedded in their community, have an excellent understanding of potential audiences and possess an established network and infrastructure for reaching out beyond the academy. Many also have specialist pedagogues or outreach officers who are experienced in working with children and community groups. They are experts in working outside the academy who and can help you to design and implement effective activities, and often welcome new content to add to existing programmes. Developing full and rounded partnerships that link research, collections and public engagement can be extremely successful and satisfying.

The transnational nature of HERA projects offers a unique range of options – and distinct challenges – in terms of the scale of public engagement, from the very local to the pan-European. At the small scale, projects have engaged with local communities, for instance to explore locally relevant issues such as the ways that people feel about place and identity. At the national scale they have sought to engage policy makers or governments to highlight awareness and create dialogue and change in health or environmental policy. Despite the advantages of transnational research, with some notable exceptions it has, however, often proved more challenging for HERA projects to develop effective public engagement on a large, multi-country, European or global scale. While there may sometimes be barriers in terms of cultural context, where appropriate, HERA welcomes attempts to develop forms of public engagement that capitalise on the benefits of transnational team working and that embrace audiences beyond national boundaries. The digital humanities and social media platforms have a particular role to play in this regard.

The multi-lingual nature of HERA projects means that language often presents a particular challenge for HERA projects. The translation of words and concepts into local languages can sometimes be difficult. Some projects have addressed this issue as a group and have developed their own dictionary or thesaurus for research and public engagement purposes. Others have taken the decision to create forms of public engagement that sidestep language as much as possible by relying on music or visual media. The appropriate use of language in relation to the target audience also needs to be carefully considered in order to ensure clear, jargon-free communication.

HERA is keen to encourage creativity, innovation, imagination and ambition in public engagement. Some of the most successful public engagement activities carried out by HERA projects have been experimental in nature. It may be useful to try out activities on a small scale to assess audience reaction and refine before scaling up to a larger (and more expensive) ‘big splash’ activity.

Radio.Garden: A Case Study in Transnational Public Engagement

Radio.garden is an output of the HERA project Transnational Radio Encounters: Mediations of Nationality, Identity and Community through Radio (TRE). The project took place from 2013-2016 as part of the HERA Cultural Encounters strand. It examined how radio as a medium fosters transnational encounters, and how it is shaped in and by transnational arenas.

Radio.garden is an online platform that allows users to explore an interactive globe filled with radio. It allows listeners to explore processes of broadcasting and to hear identities across the entire globe. It connects distant cultures, reconnects people with ‘home’ from thousands of miles away, and includes community radio stations which traditionally enrich the places in which people live.


Prof Alec Badenoch, PI University of Utrecht, Netherlands and Endowed Professor of Transnational Media (Netherlands Institute for Sound and Vision) with award Winner, 2017 Best Use of Archive FIAT/IFTA Archive Achievement Awards

As a project engaged with research on radio, TRE clearly identified their audience as the global radio listener community. The aim of the activity was to engage the public with the connective potential of radio by creating the conditions for people to have their own transnational radio encounters. The project partner Netherlands Institute for Sound and Vision commissioned professional design companies Studio Puckey and Moniker in Amsterdam to develop the platform. Having tested the platform and given it a soft launch, the project was confident in the technical and public engagement potential of the activity. They were then able to further build public engagement through a series of media appearances, including via national radio (BBC Radio 4). Importantly, these media appearances catalysed public engagement with the platform rather than standing as forms of public engagement on their own and allowed radio.garden to further grow its audience. Social media also played an important role in letting people know about radio.garden and in gaining feedback from users through analysis of tweets. The latter now offer further exciting opportunities for researchers to understand the roles of radio through the new digital archive created by the activity.

Since its launch in 2016 radio.garden has had over 900 million page views. In the first six months alone it had 100 million visitors. It is one of the most successful humanities public engagement activities ever carried out. Since the TRE project ended, the platform developer Jonathan Puckey has continued to run radio.garden, adding over 15,000 new stations to the ‘Live’ layer and adding a ‘favourites’ function to the platform. He has also made some changes to respond to the lower take up of the specialist archive layers and to increase capacity to accommodate the growing number of new stations. He has also created a phone app. The removal of the non-live layers highlights the need for projects to consider IP issues when working with external partners.

Dr Caroline Mitchell, Associate Professor in Radio and Participation, University of Sunderland UK describes how radio.garden came about and reaction to it:

In February 2016 we were entering the last stages of the project. Like most academics, members of our HERA project (Prof. Golo Föllmer Martin Luther University in Halle, Germany; myself from University of Sunderland and Professor Peter Lewis from London Metropolitan University, UK; Assistant Prof. Dr. Jacob Kreutzfeldt at University of Copenhagen and Associate Prof. Per Jauert Aarhus University in Denmark and Professor Dr. Sonja de Leeuw and Prof. Dr. Alec Badenoch from University of Utrecht in the Netherlands) all knew the value of telling the story of our research beyond refereed articles and published reports and books. Our varied interests in the radio medium meant that from an early stage we were excited about what our ‘exhibition’ would look, and importantly sound, like.

Peter Lewis and I had been conducting workshops in Britain, Canada, France and Spain, gathering stories of transnational radio participation by community radio broadcasters in collaboration with a wide range of social, ethnic and special interest groups, listening to what ‘transnational community radio’ sounds like and looking at the conditions that support transnational radio production, broadcasts and archives. People’s links with homeland and diaspora transcend the boundaries of national identity. In ethnic minority radio stations there were programmes made by and for long-standing minority ethnic groups, and increasingly it has become the role of community radio to give voice to more recently arrived communities. We had mused over how to display these connections, their histories and the huge range of community stations that existed worldwide. One of our community researchers had constructed a ‘listening table’ where people could hear interviews about radio’s transnational connections and this included lit up pathways connecting countries and stations. Peter and I had used geo-located digital mapping in previous projects (see for instance http://www.comapp-online.de and https://connected-communities.org/index.php/project_resources/map-your-bristol/).


School students explore radio garden as part of BBC Young Reporters and STEM Ambassador workshop, BBC Bristol 2018 (Photo Marvin McKenzie)

Together with our colleagues and our partner, the Netherland’s National Sound and Vision Institute in Hilversum, the project commissioned an online interactive platform from Amsterdam based designers Studio Moniker that would highlight key aspects of transnational radio experiences. Jonathan Puckey carried out the project with Studio Puckey, creating an innovative listening platform: a beautifully designed interactive globe without national borders that draws in listeners to surf the global airwaves.

After pre-testing and a ‘soft’ launch at the project’s final conference in Utrecht Radio.Garden went live on 13 December 2016.

The Live section allows you to explore a world of radio as it is happening right now. Tune into any place on the globe to explore over 15,000 stations (stations are still added every week) broadcasting live to your desktop or mobile phone. What sounds familiar? What sounds foreign? Where would you like to travel and what sounds like ‘home’? Jingles offered a world-wide crash course in station identification. How do stations signal within a fraction of a second what kind of programmes you are likely to hear? History offered clips from radio history, while in the Stories section listeners told how they used radio to make themselves at home in the world and described their radio journeys as they crossed borders and countries

Following its formal launch, the site received approximately half a million visitors in its first day and by the end of January over 18 million visitors. To date it has had more than 900 million page views. It has won major awards, including a ‘Webby’ for designer and site developer Jonathan Puckey and has been picked up by newspapers, journalists, news websites, social media platforms and broadcasters all over the world. The site developer has taken on extra staff to keep up with adding stations.

Since the launch I’ve been monitoring the thousands of tweets at #radio.garden that still come in on a daily, sometimes hourly, basis from every continent of the world. This is where it gets exciting in terms of the impact of the research. The tweets have been entirely and overwhelmingly enthusiastic; in many ways defining the impact of the research. They herald Radio Garden as new way of listening to radio, exploring music, languages and radio programmes.

“Radio meets Google Earth”; “I swear this is the most entertaining thing I’ve ever come across”;

“This is an amazing site that will change the way you listen to the world!”

“My first reaction to radio.garden was excitement ‐ it is so accessible ‐ radio at my fingertips”

The coolest link ever, radio from all over the world …Fantastic to use with our children from all over the world! Have a look together with your class! #ell #esl #eal #ellchat #langchat #exploreinyourclassroom

The best website ever to practise your language! Also, you can listen to the world radio at the same time. Follow the green dot to identify your selected location and tune in. You can learn a lot from listening to the radio…

Meet John, my 85 yrs young neighbour who has @ParkinsonsUK. He can now use http://radio.garden on his #iPad to find #radio stations in #Greece to listen to in his home language.#digitalskills helps John with developing his #motorskills @getonlineweek #inspiration #try1thing

In the two years since Radio Garden’s launch, Peter Lewis and I have carried out small scale impact workshops with a range of people and organisations to introduce them to the platform. This has included working with senior citizens in community settings, BME and refugee organisations and youth projects. In one workshop with school children in conjunction with the BBC we witnessed the expression on the face of one teenage ‘radio gardener’: we saw the thrill and wonder of being able to connect to her family’s homeland via a station from her grandmother’s home town in Cyprus where she heard her family’s language and music. In another encounter there were tears as an older women found the station in Italy that her son, who emigrated there, listens to – she said “we can listen at the same time!” This same person declared that she would set up ‘radio garden parties’ with her friends and neighbours so they could all make similar connections with family and friends through their beloved radios. These workshops have been largely unfunded although we hope this will change soon…

It is clear that as well as the viral spread of Radio Garden through social media, word of mouth within interest groups and family and friendship networks has also been powerful. With a touch of the screen Radio Garden offers an escape from the bubble of ‘likes’ to new musical and linguistic encounters, geographical difference and distance, perhaps even an escape from the bubble of nationality. Might this audio globe be as influential as the ‘Earthrise’ photograph taken from Apollo 8 in 1968?

For open access to the TRE project publication ‘Transnationalizing Radio Research click here


4. How Can I Let People Know About My Activity?

There is little point in organising a public engagement event if no one shows up! Likewise, many websites or social media initiatives flounder because nobody knows about them or wants to contribute. Projects often put a great deal of time and effort into organising public engagement activities but they don’t have the impact that they deserve because they don’t let people know about them. It’s very easy for your activity to get lost in the white noise of constant communication that people live in today.

In order for projects and audiences to derive maximum benefit from public engagement it may be useful to consider the following:

  • Identifying your target audience is vital to making sure that you are communicating effectively about your plans.

  • Leverage local partners and resources. They will know how best to reach your intended audience and can be very helpful in providing effective channels to do so.

  • Use a range of media and build between activities to advertise your activity. For example, a press release or media appearance can be used to promote public engagement, as the Transnational Radio Encounters project did for their Radio Garden app in the case study above.

  • If you are planning to use media appearances as a way of engaging the public then training in how best to get your message across and appear on camera can be very useful. This can often be organised through your institution.

  • Participate in large-scale events such as festivals where there is a guaranteed audience who may be interested in your work. This has the benefit of piggy-backing on established organisation and marketing, thereby lowering burden on project staff.

  • Invest in good graphics and professional design. Not only do they make a project look smart but they help to attract people.

  • Digital platforms and social media are very cost effective ways of reaching audiences and involving people beyond the local in order to both publicise and scale-up an activity. The ELMCIP project used social media to generate momentum for the creation of digital literature archives through contributions from user communities beyond the academy. The collection of digital literature was vital to the research and developed a critical mass such that the archive is now well known and continues to be sustained after the project end. Other HERA projects have put images or tours or their physical exhibitions on-line or have held exhibitions entirely online.

  • HERA is always happy to post activities on its website and to use its social media channels to help advertise project events. The HERA twitter handle is @HERA_Research and the hashtag is: #humanitiesmatter


Writing a Press Release

Media outlets – such as newspapers, radio and TV shows – are a popular method of public engagement for humanities projects. They offer a way of reaching audiences that may be interested in your research and who may engage with it given the opportunity. Although media practices have altered considerably in recent years as publics move towards consumption through Internet and mobile devices, a well-constructed and targeted press release remains an effective means by which those audiences can be reached. In the ‘How to’ section below there are some detailed hints and tips around writing and distributing a press release.


5. Evaluation

Evaluation of your activity is vital to understanding what difference public engagement has made and thus what effects (impact) you have had on your audience. Evaluation is not a description of your event but is an evidence-based analysis of its consequences (positive and negative). It involves a process of data collection and reflection that helps you to learn from your experience, and to assess its benefit and impact. Demonstrating the effects of your activities is important in terms of public accountability for funding and evidencing the value for money of humanities research. You will be expected to demonstrate the impact of your activities in project reports to HERA.

There are many qualitative and quantitative methods available for the collection of evaluation data and a range of resources available to help with this. In evaluating your activity you will need to consider reach (how many people participated; geographical scope in terms of locations from where you drew in participation) and depth (the extent to which your activity created impact). The nature of your activity, what you wish to find out about it, time available for the collection of data, expertise available for its analysis and ethical issues will also affect your choice. Some HERA projects have used short on-the-spot questionnaires to obtain audience feedback at an event. This can be done on paper or using free off-the-shelf smartphone or tablet apps. The latter are user-friendly and have the advantage of speeding up analysis as data do not need to be entered manually and such apps often have inbuilt analytics software. Interviews and various forms of social media analysis can also be useful. Quotes from participants can be particularly helpful in evidencing impact and reflecting upon your activity. Other potential forms of data collection techniques include focus groups, postcards, games or video diaries.

Evaluation questions are effectively research questions and should link to what you want to find out about your activity. For example, you might want to find out:

  • What have participants learnt or understood?

  • Have their attitudes changed as a result of the engagement? If so, how?

  • Would they like to find out more as a result of having participated in the activity?

  • Do they have feedback or knowledge that could contribute to your future research?

It can be a good idea to take photos of your activity that build into a project archive. Not only are photos are good for spreading the word about your project on social media, but they can also be included in reports to HERA as evidence of your activity.


Many research projects also have a social media presence, or else promote work related to projects via social media - often around a hashtag. In this section of the toolkit we present some resources that will enable you to collect Tweets automatically across the lifetime of the project. In a further section of the toolkit we present some resources that will enable you to run some exploratory analysis and visualisation of those tweets using the R package.


Many institutions now require that all research with human participants pass through ethics review. This includes public engagement evaluation activities. European GDPR legislation also places an onus on researchers to be clear and transparent regarding the retention and collection of personal data and to seek consent. Publication of images may also require consent from people in them. It is advisable to seek advice from your institution in order to ensure compliance with relevant ethical and legal frameworks. You may wish to consider having project guidelines that all members can follow.


Common Concerns and Pitfalls

Concern: Public engagement can be time consuming and takes time away from the core business of research.

There is no doubt that high quality public engagement takes time to think through and to set up. The imperative to reach out beyond the academy is, however, strong. The benefits for projects, funders and society are substantial. It can also be very enjoyable. Many projects have integrated public engagement into their work as part of the research strategy, enabling them to collect forms of data that they would otherwise be unable to access. Partnership working can be beneficial in leveraging expertise or existing frameworks in order to enhance effectiveness. Be strategic. There is no need to reinvent the wheel! Doing public engagement badly is a waste of time and money and can incur reputational damage, so there is no point in tokenism.

Concern: Humanities researchers often deal with sensitive or controversial topics. They are worried that the media will misinterpret or sensationalise their research.

Dealing with the media is not necessarily easy but it does create important opportunities for communicating with otherwise hard to reach audiences. To be successful you need to have a good understanding of how media works, the needs of the particular medium, what you want to say and how best to get your story across. Do your research about the kind of outlet and who you are talking to. You are likely to be edited. If timelines allow, ask to check any copy or film before it goes out. If doing live broadcast then try to find out questions in advance. Professional media training can be very useful.

Concern: My research is too complex and important to ‘dumb down’ for public consumption. Public engagement is simply populism and I don’t want to be part of that.

Good public engagement is about communicating your research in ways that your audience can understand and respond to. You are not being asked to compromise your ideas or intellectual freedom. Academic elitism runs the risk of making the humanities appear out of touch and irrelevant.

Pitfall: A common misconception is that public engagement is just about education and that a few public lectures will do the job. Public lectures can be appropriate in some contexts but the best public engagement creates a dialogue outside traditional academic settings. Education has a part to play – HERA projects have made packs for schools, held arts based education interventions, engaged with adult learners, and developed programmes for continuing professional development – but public engagement is more than education alone. If education is part of your public engagement strategy then try to be imaginative and creative.

Pitfall: Public engagement is researcher-led but senior researchers are often very busy juggling a variety of commitments. It is tempting to devolve public engagement activities to post-docs or PhD students. Early career researchers can have a lot of energy and enthusiasm, and are thus excellent at engaging with the public. However, leaving all engagement to them can be a burden on relatively inexperienced researchers and they may need training, especially if dealing with sensitive topics. Similarly, younger team members can often be more familiar with social media than their older colleagues and there can be a tendency to make this part of their role. This is not necessarily problematic but dealing with social media and website maintenance can be a big job. Consider how your team works – the strengths, weakness and commitments of individual team members – and how you want to organise public engagement within your project. Is it shared between everyone or do staff have particular roles? It can be useful to designate public engagement as an agenda item in project meetings so that everyone is in the loop and you can be respond if staff change or new opportunities arise. Good public engagement is also a matter of good project management.

Pitfall: Many projects develop successful public engagement on a small scale in one local or national context but don’t follow it up or scale it up elsewhere. They are therefore unable to capitalise on their initial investment of time and resources and loose out on potential impact. It can be helpful to think about public engagement as an iterative process, rather than a series of one-hit wonders! Every project is different but consider whether you are likely to obtain more impact and use resources more wisely through a smaller number of scaled up activities rather than several individual smaller ones.

The HERA Knowledge Exchange and Impact Fellows are there to help support projects and talk through any specific concerns that you may have. They are both former HERA project leaders and so understand many of the issues faced by complex transnational research endeavours.


FAQs

Q: Can I add an associated partner to my project who was not in the original application?

A: Yes, you can add associated partners as long as there is no alteration to the financial arrangements. If you wish to alter any budget lines then you must contact HERA. Projects often grow partners as they develop, create contacts and identify project needs. Please contact the HERA Handling Agency to progress the addition of a new partner.

Q: An exciting new opportunity for public engagement has come up but it was not in my application. Should I go ahead?

A: If there is project benefit and you can afford it, go ahead! Unexpected opportunities often arise during the research process. HERA encourages projects to take advantage of this and to be flexible and agile in responding to new opportunities.

Q: My public engagement activity isn’t working as well as I hoped but I said that I would do it in my application. Should I persist?

A: Public engagement activities can bring surprises. If something is not working then you can either modify it and give it another go, or put it to one side. There is no point in persisting with a useless activity. You can indicate in your reporting to HERA that you are replacing activities on the basis that they are more effective than those originally indicated. Reflection and honesty are important.

Q: Is there any additional support for public engagement activities that I did not include in my original HERA application?

A: HERA recognises that activities can bring unexpected success or that new and unexpected opportunities can arise for public engagement. Small top-up awards have been made available for previous HERA JRPs on a competitive basis. It is likely that something similar will be available for Public Spaces projects but this is at the discretion of the HERA Board.

Q: I intend to write a number of books and articles during my project. Can I count these as public engagement?

A: No, this is dissemination not public engagement. If, however, you were to organise an event where you discuss the content of your book with an audience and invite people to engage in dialogue around it then this would be public engagement.


Useful Resources

General Advice

Engage2020 is a project funded by the European Commission (DG Research). It looks at research, innovation and related activities and explores how members of society are involved today, and how they could be in the future. It is not specifically orientated at the humanities but offers a series of useful resources for public engagement: http://engage2020.eu/publications-page/

The National Coordinating Centre for Public Engagement is UK based but has lots of useful advice that is of wider relevance. It is user-friendly: https://www.publicengagement.ac.uk/about-engagement/what-public-engagement

Caddy, J (ed) (2005) Evaluating Public Participation in Policy Making. OECD Publishing. Volume that discusses key issues and offers guidance for policy makers and government officials responsible for commissioning and using evaluations of public engagement. Includes examples from 8 OECD countries: Canada, Czech Republic, Finland, Italy, Mexico, Norway, Sweden and UK) https://read.oecd-ilibrary.org/governance/evaluating-public-participation-in-policy-making_9789264008960-en#page6

Why Engage With the Public

Link to podcast on public engagement in the humanities: https://soundcloud.com/user-128350004/public-engagement-for-humanities-researchers

Jay, Gregory, “The Engaged Humanities: Principles and Practices of Public Scholarship and Teaching” (2010). Imagining America. 15. https://surface.syr.edu/ia/15

How to…

This section of the Toolkit offers practical assistance with specific elements.


Writing a Press Release

Alongside using Social and online media channels to engage with different audience segments there are also opportunities to reach audiences through ‘traditional’ media channels, and in particular through press coverage.

Media outlets – such as newspapers, radio and TV shows – offer a way of reaching audiences that may be interested in your research and who may engage with it given the opportunity. Although media practices have altered considerably in recent years as publics move towards consumption through Internet and mobile devices, a well-constructed and targeted press release remains an effective means by which those audiences can be reached.

If you are considering using a press release in order to reach audiences there are two important things to consider, which this section will deal with in turn.

  • Constructing a useful, ‘newsworthy’ press release

  • Disseminating that release to key media outlets

1) Writing a press release

A press release is usually a one or two page document that succinctly tells a story. It is intended to provide a media outlet with everything it needs to construct a news story or feature that will, in turn, draw audiences’ attention to your project or event.

Whether a media outlet is large or small, specialised or general, it is likely that they will receive many more press releases than they can use, or will even consider. Constructing a useful press release will increase the chances of it being used.

Consider a news angle or hook.

What is it about your story that people might find interesting? Does it involve something new, or extraordinary? Who will care?

An example: Your press release may concern a research event that is taking place at a museum. This is unlikely to be newsworthy in and of itself. However, the museum may have recently taken possession of a new collection, or have re-opened following a refurbishment, or else appointed a high-profile person as board member. Any of those could be used as the ‘hook’ around which the release is based, and the event could be mentioned alongside the ‘bigger’ story.

Choose an eye-catching headline

The headline for your release should attempt to convey the interesting ‘hook’ of your entire release.

“Academic publishes new book” – momentous as that may be - will not make a media outlet sit up and take notice. It would be far better instead to attempt to construct a headline based on one of the books’ main arguments. A headline such as “Art Galleries are the new Twitter” – an imaginary example - may seem to trivialise or devalue a serious academic work that explored social cohesion in publicly-funded cultural spaces, but it is more likely to bring that work to the attention of relevant audiences

The first paragraph is crucial

It is important to be concise in your release, and nowhere is this more important than in the first paragraph, which needs to convey both the ‘hook’ of the story and the main points of the rest of the release. In working on this paragraph ensure your hit the ‘5Ws’:

  • Who: the person, people or institution involved

  • What: the ‘hook’ or other newsworthy angle of the story

  • Where: where this interesting event took place

  • When: ..and when it happened

  • Why: what is so special about the ‘hook’ or ‘angle’

An example here from a press release constructed by the Songwriting Studies Research Network, a research project operating from Birmingham City University in the UK, illustrates the ‘5W’ rule:

Legendary musician and producer Nile Rodgers surprised a room full of songwriters, music industry workers, and academics on 8th August, emerging as the unannounced keynote speaker for the Songwriting Studies Research Network event held at The Ivors Academy in London, UK.

Here the focus of the story is Nile Rodgers (Who), delivering a keynote speech (What) in what was a surprise appearance at an academic conference (Why) in London (Where) on 8th August (When).

Include a quote

A press release should always include a quote from a person or persons involved. This allows the media outlet concerned to publish a press release – often almost verbatim – without having to take the time to chase down supporting quotes.

The quote you include should first refer to the news angle or hook the press release is based upon, but should then introduce the other element of the release – i.e. the one you hope will reach audiences.

In the example of the imaginary research event at the museum from above, a very simple quote may look something along the lines of this:

“The new collection of 15th Century ceramics is a fantastic addition to the museum’s offer”, said [project lead from University], “and fits perfectly with the theme of our event”

This quote keeps the focus of the story on the new collection, but introduces the research project within that context, allowing you to then expand on the research in later paragraphs, before bringing the release to a close with a reminder of the significance of the main hook of the release.

Other elements

  • At the end of the release remember to include a contact name, number and email address, should any media outlets wish to follow up.

  • Ensure you have print and web-ready images available online and include a link.

  • Try to keep the release to one-page if possible, and without fail fewer than three pages.

  • Try to format your release for email (HTML) as well as creating PDF/Word versions.

2) Finding the right media outlets

Depending on the nature of your ‘story’ there will be some media outlets that are more likely to use it that others, and so identifying those outlets more likely to use it will be crucial to its potential success. Since the majority of unsolicited press releases are ignored being strategic will also save you a lot of time! A story with a very localised focus is unlikely to be of interest to a national publication, for instance.

Large media organisations - such as national broadcasts - offer the potential to reach very large, general audiences. Smaller, more specialised outlets (perhaps a magazine, or a podcast) will mean your potential audience reach is smaller, but increases the likelihood perhaps more likely to ‘your’ audience. The likelihood of your press release or news story achieving coverage decreases as the size of the media outlet concerned increases.

  • Canvass your immediate research network to see if they have any likely or useful contacts at media organisations. Begin adding those contacts to a database.

  • Look at your own Social Media networks – either the networks of researchers, or those of the project itself – and try to see if there are any potential media organisations or contacts within those. An informal approach to a journalist in your network who may be receptive to your work can produce useful results.

  • If possible, try to cultivate new relationships with media contacts that may be receptive; if a journalist is specialising in an area of work that is linked to your research it is likely they would – at the very least – being made aware of your work.

  • Speak to project partners and explore their internal systems and media networks. It is likely, for instance, that organisations such as museums, art galleries, or other cultural organisations will have their own in-house PR or press teams. If your press release can be reconfigured to fit their agendas it may be the case that sending it out via partner networks brings better results.

  • Likewise, liaise with your own institutions. Most universities have a press office and they will already have developed media relationships, certainly with local media organisations.

  • Whichever method you choose to send out your release, ensure that follow-ups occur in a timely manner. A short email reminding a contact that an event (or similar) is approaching can sometimes jog a busy journalist’s memory. Be careful, however, not to bombard those contacts as this will almost certainly have a negative impact.