Loans In Review and Comment Page - Herbaria Extension
- Megan Forbes
Owned by Megan Forbes
Review and Comment Instructions
This Review and Comment page is for the LOAN IN PROCEDURE. The loan in procedure manages and documents the borrowing of objects for which the organization is responsible for a specific period of time and for a specified purpose, normally exhibition/display, but including research, conservation, education or photography/publication.
- Review the fields present in the schema below, and ask the following questions in relation to your organization:
- Is this procedure necessary to manage my collections?
- If so, are all the fields needed to manage my collection present? If not, what would we need to add?
- Are there field that are not useful? If so, what would we delete?
- Contribute your comments to the project team via the comment box at the bottom of this page
- Stay tuned for further iterations as community critiques are factored in
Screenshots (click for full size)
Schema: View below or view Excel version of configuration, items returned extension, and items transferred out extension
| CSpace Information Group | CSpace Field Name | Herbaria Field Name | CSpace Field Definition | CSpace Field Type | Field Repeatable? | Group Repeatable? | Controlled List Contents |
| Loan in information | Loan in number | Lender's No. | The unique number assigned to the loan of objects from outside the organization. | Controlled number | No | ||
| Loan purpose | Loan purpose | This field indicates the purpose of the loan of the object. | Controlled list; static | No | exhibition; research; scientific or exhibit preparation; analysis; photography; conservation or other requested services; long term collections management and storage | ||
| Lender | |||||||
| Lender | Lender | The details of a People, Person or Organization lending an object to the organization. | Name authority: All | No | Yes | ||
| Lender's authorizer | Lender's authorizer | The name of a member of staff of the lending institution giving final approval for the loan in to proceed. | Name authority: Person | No | |||
| Lender's authorization date | Authorization date | The date on which the lender's authorizer gives approval for a loan in to proceed. | Calendar date | No | |||
| Lender's contact | Lender's contact | The details of a Person designated by the lender of an object to be responsible for dealing with the loan on their behalf. | Name authority: Person | No | |||
| Borrower | |||||||
| Borrower's contact | Borrower's contact | The name of the Person assigned responsibility for managing a loan in on behalf of the organization. | Name authority: Person | No | No | ||
| Borrower's authorizer | Borrower's authorizer | The name of a member of staff of the borrowing institution giving final approval for the loan in to proceed. | Name authority: Person | No | |||
| Borrower's authorization date | Borrower's authorization date | The date on which the borrower's authorizer gives approval for a loan in to proceed. | Calendar date | No | |||
| Loan in conditions | Loan in conditions | Conditions applying to objects as part of the loan in agreement, including conditions for deposition of archaeological archives. | Text | No | |||
| Loan in note | Loan in note | General information about a loan in. | Text | No | |||
| New field | Major group | Controlled list; static | No | spermatophytes; pteridophytes; algae; bryophytes; fungi; lichen; n/a; misc | |||
| New field | Geography | Text | Yes | ||||
| New field | Taxonomy | Taxon authority | Yes | ||||
| New field | Object kind | Controlled list; static | Yes | sheet; jar | |||
| Loan status | |||||||
| Loan status | Laon status | The stage in the Loans in procedure which the entire loan out has reached. | Controlled list; static | No | Yes | active; active (all in); active (all out); active (discrepancy); active (partial); active (unknown); agreed; authorized; cancelled; cancelled (all in); cancelled (all out); cancelled (discrepancy); cancelled (partial); cancelled (unknown); conservation; photography requested; refused; renewed; requested; returned; sent | |
| Loan status date | Loan status date | The date on which a Loan in status was recorded. | Calendar date | No | |||
| Loan status note | Loan status note | Note about the status of a loan. | Text | No | |||
| Loan in date | Loan in date | The date a loan will enter the institution. | Calendar date | No | |||
| New field | Due date | Calendar date | No | ||||
| Loan renewal application date | Loan renewal application date | The date to apply for a renewal to the loan in. | Calendar date | No | |||
| New field | Loan shipped date | Calendar date | No | ||||
| Loan return date | Loan return date | The date a loan is due back to the lending organization. | Calendar date | No | |||
| Transfer in | |||||||
| New field | Date | Calendar date | No | No | |||
| New field | From | Name authority: Institution | No | ||||
| New field | Previous borrower | Name authority: Person | No | ||||
| CSpace Information Group | CSpace Field Name | Herbaria Field Name | CSpace Field Definition | CSpace Field Type | Field Repeatable? | Group Repeatable? | Controlled List Contents |
| New group: Items returned | Items returned | ||||||
| New field | Date | Calendar date | No | Yes | |||
| New field | Quantity | Number | No | ||||
| New field | Notes | Text | No | ||||
| CSpace Information Group | CSpace Field Name | Herbaria Field Name | CSpace Field Definition | CSpace Field Type | Field Repeatable? | Group Repeatable? | Controlled List Contents |
| New group: Items transferred out | New field | Date | Calendar date | ||||
| New field | Quantity | Number | |||||
| New field | Institution | Name authority: Institution | |||||
| New field | For study by | Name authority: Person | |||||
| New field | Under direction of | Name authority: Person | |||||
| New field | Notes | Text | |||||
| New field | [Transferred items returned] Date | Calendar date | |||||
| New field | Quantity | Number | |||||
| New field | Notes | Text |