Methodology

How the tools work

The research evidence, the exact scoring logic, and which parts are data-driven versus design choices.

161museums analyzed
26XR adopters (16.1%)
135non-adopters (83.9%)
p = 0.026establishment date, the one significant predictor

Summary

The XR Adoption Readiness Wizard and Predictive Rule Flowchart are exploratory decision-support prototypes informed by data-mining analyses of 161 AAM-accredited museums in the U.S. East North Central region. Institutional indicators were selected based on observed adoption patterns involving educational programming, digital maturity, admission policy, and institutional characteristics. The wizard applies a heuristic weighted scoring system, while the flowchart uses sequential decision rules supplemented by three capacity indicators. Scoring weights, readiness thresholds, and booster conditions were set as provisional design parameters rather than statistically optimized coefficients. The tools therefore provide directional institutional self-assessments and planning recommendations, not validated predictions of future XR adoption.

Dataset

Sample161 museums accredited by the American Alliance of Museums (AAM)
RegionEast North Central Division: Illinois, Indiana, Michigan, Ohio, Wisconsin
Primary sourceAAM accreditation directory
CollectionEthical, Octoparse-assisted web scraping of the directory, manual verification, and institutional websites
Additional sourcesIMLS Museum Universe Data File (2018), institutional records
OutcomeXR adoption (yes / no)
VariablesEstablishment year, state, museum type, affiliation, facility size, annual visitors, paid admission, online and on-site education, website and social media, digitized collections, research department, XR modality

Adoption and most presence/absence indicators were coded as binary. Establishment year was numeric. State, type, affiliation, size, and visitor counts were categorical.

Findings

The initial exploration used descriptive visualization and decision-tree classification. A later extension added balanced logistic regression with stratified K-fold cross-validation, K-Modes and Ward hierarchical clustering, and Apriori association-rule mining.

Odds ratios (logistic regression)

PredictorOdds ratioDirection
History museum3.52Positive
Online educational programs3.16Positive
Paid admission2.88Positive
Located in Michigan0.46Negative
Natural history museum0.43Negative
Botanical garden0.41Negative
In-museum-only programs0.22Negative

Coefficients and significance

PredictorCoefficientp-value
Establishment date0.0160.026
Paid admission1.2920.090
Annual visitors0.5000.157
Online education0.8870.248
Facility size0.3910.448
Digitized collections−0.2430.737
Research department0.1930.758

Overall likelihood-ratio p = 0.0004, pseudo-R² = 0.25, balanced accuracy 79%. Mean Cohen's kappa of 0.10 indicates weak generalization. These are associations, not causal effects, and the 79% figure describes the regression model, not the two interactive tools.

Clusters and association rules

Four institutional clusters showed XR adoption rates from 0% to 35.6%. Association-rule mining found 56 XR-related rules. The strongest (lift 5.16) combined Ohio, online education, digitized collections, and a research department.

Wizard scoring

QuestionWeightEvidence
Q1 Active education program3Data-backed
Q2 Active website and social media3Data-backed
Q3 Digitized collections2Weak signal
Q4 Digital/IT staff or partner2Planning factor
Q5 Budget or grant pathway2Planning factor
Q6 On-site education1Weak signal
Q7 Online education1Data-backed
Q8 Fragile, demolished, or hard-to-access heritage1Planning factor
Q9 Institution size (Small 0 · Medium 0.5 · Large 1)1Weak signal
Total16
S = sum of weights for Yes answers + size points R = S / 16 LOW R < 0.45 (0 – 7 points) MEDIUM 0.45 ≤ R < 0.75 (7.5 – 11.5 points) HIGH R ≥ 0.75 (12 – 16 points)

The weights (3/2/1) and the thresholds (0.45/0.75) were set by hand. They give education and digital presence the most weight, then digitization and resources, then context. No calibration or regression produced these exact values.

Flowchart rules

Main path

Q1 Online education? No → LOW Yes → Q2 Website + social media? No → LOW Yes → Q3 Paid admission? No → MEDIUM Yes → Q4 Post-1970 / modernized? No → MEDIUM Yes → HIGH

Boosters

Q5 on-site education, Q6 digitized collections, Q7 research department.

final = min(3, baseline + [boosters ≥ 2]) LOW = 1, MEDIUM = 2, HIGH = 3

Two or three Yes answers raise the baseline by exactly one level. One booster changes nothing. Boosters apply once the main path has reached an outcome.

The order of questions follows the strongest observed patterns. The "2+ boosters" rule, the one-level increase, the ~1970 founding cutoff, and the 20-year modernization alternative are heuristic design choices.

Evidence vs. assumptions

ItemStatus
161 museums, 26 adoptersEmpirical result
Odds ratios and p-valuesStatistical estimates
79% balanced accuracyRegression model only
Choice of questionsResearch-informed, partly heuristic
Flowchart order and branchesResearch-informed, manually designed
Wizard weights 3/2/1Design assumption
Thresholds 0.45 and 0.75Design assumption
2+ boosters, one-level increaseDesign assumption
~1970 and 20-year cutoffsDesign assumption
Pilot recommendationsDesign guidance, not validated predictions
Accuracy of the wizard or flowchartNot yet established

Limitations

  • The dataset covers AAM-accredited museums in one region. It is not representative of all U.S. museums.
  • The regression metrics do not measure the accuracy of the two interactive tools.
  • Weights, thresholds, and booster rules have not been validated on held-out data. Future work should examine the confusion matrix, sensitivity, specificity, calibration, and class imbalance before treating the tools as predictive instruments.
  • Some analyses report slightly different counts (for example 25 vs. 26 positive cases) due to modeling exclusions and missing data.

Credits

Immersive Technology for Heritage: XR Adoption in U.S. Cultural Museums. Presented at the APT International 2025 Conference, Providence, Rhode Island, session CS3.5.

Sepehr (Sep) Vaez Afshar, PhD student in Informatics, University of Illinois Urbana-Champaign. Faculty advisor: Prof. Laura Shackelford. APT COF mentor: Caroline Alderson.

This is an exploratory, evolving tool. Feedback from museum professionals is welcome.