As the hustle and bustle of summer approaches, free up staff time by encouraging your patrons to perform or begin the legwork for their research using your PastPerfect Online site.

We want your site to work well for your collection and patrons’ needs, so this newsletter provides resources for making your site work better for you and your collection. We are also thrilled to formally announce the training webinars we are hosting later this year!
New Knowledge Base Articles
We have recently added a new resource to your PPO toolbelt: Knowledge Base articles! Articles are available for brand new users who aren’t sure how to get started as well as long-time users who are looking for some tips. You can check out all PPO Knowledge Base articles at Let us know what you think!

Here's a quick refresher on the other free resources at your disposal:
  • The PPO User Guide covers everything from general info about using your site to how-to articles on making specific changes:
  • Videos about PastPerfect Online are available on the PastPerfect Software YouTube channel. You’ll find introductions to using PastPerfect Online, recorded webinars covering training on various topics, and how-to instructions to help refresh you on how to update the records on your site. For easy access to all of the PastPerfect Online videos, view the playlist:
  • Our friendly support staff is always happy to answer your questions. Your Annual Hosting includes support for your site for no additional cost, so don't hesitate to let us know how we can assist you. You can email or call 1-800-562-6080 for help.
Lunchtime Lecture Training Series
Are you using your PastPerfect Online site to its full potential? Brush up on your PPO knowledge by joining Allison and Demi for our free Lunchtime Lectures. Watch, listen, and learn as we review some PastPerfect Online basics and demonstrate ways to improve your site. Each lecture will end with a Q&A session. We hope to see you there!

Our first series starts this fall and will provide a deep dive into the PastPerfect side of your online collections, including the various methods to select records, an in-depth overview of each step in the Web Publishing Wizard, and an explanation of what happens after you upload new files.

Registration links will be sent to all PPO Newsletter recipients in August. We will send recordings of these webinars to everyone who registers, so we invite you to sign up even if you are unable to attend the live session.

Selecting Your Records to Go Online: September 18, 2023 @ 12pm Eastern
In our first lecture, we will review selecting records to be shared online individually, using a query, and using a Catalog List. We will discuss how to remove both records and individual image attachments. We will also share a few tips on how Catalog Lists can be used to further manage your online collections for future uploads.

The Web Publishing Wizard Part 1: September 25, 2023 @ 12pm Eastern
Our second lecture will cover the first three steps of the Web Publishing Wizard and will review how to select which fields are shared and why field order matters, customizing the display names for your fields, and setting up Advanced Search categories and field mapping.

The Web Publishing Wizard Part 2: October 2, 2023 @ 12pm Eastern
Our series concludes with the final three steps of the Web Publishing Wizard: reviewing your selected records, creating web copies of your selected data and images, and uploading your files.
PPO In The News
The Callander Bay Heritage Museum in Ontario recently had their online collections featured in an article by BayToday. Read the article at
Staff Pick
We are asking each of our staff to choose a favorite item from one of the many online collections. This artifact was selected from the online collection of the Daum Museum of Contemporary Art by Madeline because:

"I've always been drawn to floral imagery and art using unconventional medium, and this combines both! I love the way the colors and textures jump in this, creating something so dimensional and interesting to look at."
Grant Spotlight
Applications for the Humanities Collections and Reference Resources (HCRR) grant, offered by the National Endowment for the Humanities (NEH), are now open. The application is due by July 18, 2023

HCRR advances scholarship, education, and public programming in the humanities by helping libraries, archives, museums, and historical organizations across the country steward important collections of books and manuscripts, photographs, sound recordings and moving images, archaeological and ethnographic artifacts, art and material culture, and digital objects.

Applications for the Publishing Historical Records in Collaborative Digital Editions grant, offered by the National Historical Publications and Records Commission (NHPRC), are open. A draft is due by August 15, 2023 and the final deadline is November 2, 2023.

The NHPRC seeks proposals to publish online editions of historical records. All types of historical records are eligible, including documents, photographs, born-digital records, and analog audio. The goal of this program is to provide access to, and editorial context for, the historical documents and records that tell the American story.

Guidelines for this grant are available at
Featured Sites
View more PastPerfect Online sites on our List of Collections page.

If your site is not listed and you would like to be, please let us know by sending an email with your organization name to
Need help with your PastPerfect Online site?
Contact us! Please email or call 1-800-562-6080 if you have any questions about your PastPerfect Online site. Our team is happy to help!
This newsletter is for clients who use PastPerfect Online. We intend to use it as a way to discuss features and training opportunities as well as planned maintenance. Feel free to forward to anyone in your organization who would benefit from its content.