Collection management

Collection management procedures in Moliri

Moliri comes with a template for every collection management procedure. A template names the information the procedure needs and sorts it into mandatory, recommended and optional. It creates missing fields, the link types and an input form. The selection and the information follow the common standards of museum documentation. How an institution runs through the procedure is up to the institution.

The templates are under Data model › Metadata standards in the section Processes, each as a card of its own below the export standards. They are built on the same concepts as LIDO and the Minimaldatensatz (minimum data set, MDS): a field that is mapped for the export also counts for the template.

Overview of the metadata standards: at the top the cards of the export standards, below them under “Processes” one card per procedure with the state of its mapping, from object entry through loan in, loan out and condition check to deaccession / disposal, plus literature and equipment.

The path of an object

ProcedurePurposeTemplateMandatoryAlso in Moliri
Object entry An object arrives at the institution before a decision on its future has been madeObject entryInventory number, object titleOwner and contact from the address book
Acquisition Ownership of the object passes to the institution and it is accessionedAcquisition / accessionInventory number, object title, acquisition method, eventEvent of the type acquisition, lot
Cataloguing The object is documented in scholarly depthCataloguingInventory number, object titleAuthority data, references to literature and other objects
Location and movement Where the object is and where it returns toLocation & movementInventory number, current location, eventPlaces as authority data, event of the type location
Inventory The collection is checked against the documentationInventory / stocktakeInventory number, object title, current locationLink Checked on an event
Loan in and loan out An object comes into the institution for a limited time or leaves it for a limited timeLoan in, loan outInventory number, object title, loan partner, eventLoan as a project and as an event, loan agreement as a Word template
Condition check Condition and damage are recordedCondition checkInventory number, conditionCondition photos, examination and treatment as events
Object exit An object leaves the institutionObject exitInventory number, exit method, event
Deaccession An object is permanently removed from the collectionDeaccession / disposalInventory number, exit method, event

Every template starts with the identification group (inventory number, object title, usually object type). The tables below list only what comes on top of that.

Using a template

Open the template, Install. The preview lists what will be created: missing link types and a layout template from the mapped fields, which appears in new projects. Concepts without a field are listed below, with Create missing fields. Existing fields stay as they are. If a layout with the template’s name already exists, no new one is added. Moliri creates everything in one go or nothing at all. Log shows who installed which template and when.

The dialog “Install process” for the condition check: the layout template “Zustandsbegutachtung” (condition check), which appears in new projects, below it the concepts without a field with the button “Create missing fields”, then the link types of the template with their state, at the bottom “Installed so far”.

The levels apply to the template, not to saving. If a mandatory piece of information should stand out in the input form, the field gets the condition not empty, as for the Minimaldatensatz . If a mandatory concept lacks it, Set condition in the notice in the concept details sets it. The record is saved anyway.

Instructions: Bind fields to standards .

Object entry

Documents the arrival of an object: identify it unambiguously and record its arrival before a decision on its future has been made, for example for a gift offered for inspection or a find.

GroupInformationLevel
DescriptionObject descriptionRecommended
Object historyEventRecommended
AdministrationHolding institutionRecommended
AdministrationRecord dateOptional
MediaMedia fileOptional

Links: Owner and Contact from the address book, plus the file role Main image. You create objects that do not yet belong to the collection in a project of their own, for example “Entry”; a creation rule makes sure they do not appear in the collection (Create a project ).

Acquisition

Transfer of ownership and accession: record the method of acquisition, the source and the rights.

GroupInformationLevel
AcquisitionAcquisition method (purchase, gift, long-term loan, find, bequest …)Mandatory
AcquisitionPrevious owner / sourceRecommended
AcquisitionAcquisition dateRecommended
AcquisitionProvenanceOptional
ProductionCreator / maker, datingRecommended
DimensionsDimensionsRecommended
Object historyEventMandatory
AdministrationRights in the object / workRecommended
InsuranceValue / insurance valueOptional
AdministrationHolding institutionOptional

The acquisition itself is an event of the type acquisition, with date, participants and all objects that came with it (link Acquired). A lot is formed by the links Member of lot on the object and Part of lot on the event. The link Owner from the address book connects the previous owner.

Cataloguing

The full scholarly documentation. All export standards draw on it; if you have mapped fields for the Minimaldatensatz , you already have most of the fields.

GroupInformationLevel
ClassificationClassificationRecommended
ClassificationSubject keywordOptional
DescriptionObject descriptionRecommended
DescriptionInscriptions / marks, distinguishing featuresOptional
ProductionCreator / maker, dating, material, techniqueRecommended
ProductionPlaceOptional
DimensionsDimensionsRecommended
Object historyEventRecommended
MediaMedia fileRecommended
AdministrationRights in the object / workOptional

Terms come as authority data with an identifier: object name, classification, material, technique, subject, depicted persons and places, style / period, mark / signature, provenance mark. References to other records use Part of, Related to, Documented in, Depicted in and Reproduced in; literature is kept as a library of its own, created with the template Literature. For images there are the file roles Main image, View, Detail, Back and Catalogue image, as keywords on the file (File roles ).

Location and movement

Where an object is right now, where it belongs, and which moves it has been through.

GroupInformationLevel
IdentificationObject titleRecommended
LocationCurrent locationMandatory
LocationNormal locationRecommended
Object historyEventMandatory
MediaMedia fileOptional

Locations are terms in the authority data library : building, room, shelf, compartment, each as a term of its own. They are linked as Current location and Permanent location. A move is an event of the type location, to which all objects that were moved together are linked. The history shows who changed the location and when.

Inventory

Knowing what you have and where it is: the collection is checked against the documentation.

GroupInformationLevel
LocationCurrent locationMandatory
ConditionConditionOptional
MediaMedia fileRecommended

You can record an inventory as an event, with the checked objects attached to it through the link Checked. A filter on this link shows which objects are still missing. For work in the store, a view with inventory number, location and image works well, as a table or in the gallery.

Loan in and loan out

Loan in: an object belonging to another owner comes into the institution for a limited purpose. Loan out: an object of your own goes to another institution for a limited time. Both templates are built the same way.

The process template “Leihannahme” (loan in) opened: for each group (identification, loans, dimensions, condition) the concept with the level mandatory or recommended, the field the value comes from and an example from the export.
GroupInformationLevel
LoansLoan partner (lender for a loan in, borrower for a loan out)Mandatory
LoansLoan / agreementRecommended
DimensionsDimensionsRecommended
ConditionConditionRecommended
InsuranceValue / insurance valueRecommended
InsuranceInsurer / policyOptional
Object historyEventMandatory
AdministrationRights in the object / workOptional (loan in only)
MediaMedia fileOptional for a loan in, Recommended for a loan out

In Moliri a loan has three sides:

WhatHowPurpose
ProjectOne project per loan request or exhibitionA workspace with views of its own, loan status as a project-specific value, kanban by status
EventAn event of the type loan, with all objects attached as Loaned objectThe loan stays in the object history, even after the project has ended
Address bookFor a loan in, the lender as Owner; for both, the other party as ContactMaintain the contact once, use it in the agreement and in lists

Loan agreement, loan list and condition report are produced with Word templates from the data of the selected objects. Documents about the loan are attached to the object and carry the file role Document as a keyword. For exchange with other institutions there is the export in the EODEM profile.

Information such as insurance, courier or agreement number is kept in fields on the object, not on the event.

Condition check

Record the condition and technical assessment: on entry and exit, before and after a loan, or at regular intervals.

GroupInformationLevel
IdentificationObject titleRecommended
ConditionConditionMandatory
ConditionCondition descriptionRecommended
ConditionDate of condition checkRecommended
ConditionExaminer / conservatorRecommended
ProductionMaterialOptional
MediaMedia fileRecommended

Images get the file roles Condition photo, X-ray / UV / IR or Conservation documentation as keywords; Compare Images shows before and after side by side. Examination and treatment are events of the type conservation, with the object attached as Examined or Treated. For conservation work, an input form of its own that shows only this information is a good idea.

Object exit

An object leaves the collection the institution is responsible for: return of a loan, disposal, final exit.

GroupInformationLevel
IdentificationObject titleRecommended
ExitExit method (return, transfer, deaccession, loss …)Mandatory
ExitExit dateRecommended
Object historyEventMandatory
MediaMedia fileOptional

When a loan in is returned, the event is usually the loan itself, whose period ends.

Deaccession

An object is permanently removed from the collection following a set procedure. The template records what belongs to the justification.

GroupInformationLevel
IdentificationObject titleRecommended
ExitExit methodMandatory
ExitExit dateRecommended
AcquisitionProvenanceOptional
InsuranceValue / insurance valueOptional
ConditionConditionOptional
Object historyEventMandatory
MediaMedia fileOptional

The record is kept. A deaccessioned object moves to a project of its own or gets a status that the views of the collection filter by. Every change remains in the history.

Supporting procedures in the institution

An institution maps how it runs through its procedures with the tools Moliri already has:

TaskIn Moliri
Order of the proceduresEach institution decides which templates it uses and in which order
Approvals and signaturesStatus as a value list, kanban by status, history with name and time
Deadlines and remindersDate fields, calendar with ICS file
Information per work stepInput forms per activity, permissions per group
Keeping an eye on mandatory informationConditions mark gaps in the input form

You can change a template freely after installing it. The template’s levels stay as they are and serve as a comparison.