Updates to transaction lookup lists will be needed post development

rondlg commented 3 weeks ago

RECOMMENDATION: Make this a 4 level hierarchy instead of 3 by including the Transactio Type

*Transaction Catalog

Column Names Affected: SumDepartment, AccCatalogue, SumAction, AccAccessionType, TraTransactionType
Tab Switching: Yes
Lookup Level: 1-4
Security: “Locked + Admin”

Values:

Level 1	Level 2
Botany	TBD
Geology	Fossil Invertebrates, Fossil Vertebrates, Paleobotany, Physical Geology
Zoology	Amphibians & Reptiles, Birds, Fishes, Insects, Invertebrates, Mammals
Exhibitions	TBD
Library	Library, Photo Archives

For all groups	Level 3	Level 4
Accession	Bequest, Collected, Commissioned, Deposit, Exchange, Field Work (replaces: expedition, field trip, museum collected), Found in Collection, Gift, Partial Gift, Purchase, Transfer
Acquisition	Purchase
Deaccession	TBD
Loan	Exchange; Loan; Returned to Country of Origin; Tissue Grant; Transfer/Gift; Trans-shipment

DEPRECATE: Accession Type

Column Names Affected: AccAccessionType
Tab Switching: No
Lookup Level: Level 1
Security: “Locked + Admin”

Values: Bequest, Collected, Commissioned, Deposit, Exchange, Field Work (replaces: expedition, field trip, museum collected), Found in Collection, Gift, Partial Gift, Purchase, Transfer

DEPRECATE: Transaction Type

Column Names Affected: TraTransactionType
Lookup Level: 1
Security: “Locked + Admin”
Tab Switching: No Values: Exchange, Loan, Returned to Country of Origin, Tissue Grant, Transfer/Gift, Trans-shipment

rondlg commented 3 weeks ago

NEW: Loan Purpose

Column Names Affected: NEW FIELD: Purpose
Tab Switching: No
Lookup Level: 1
Security: “Locked + Admin”

Values: Analysis, Conservation, Determination, Exhibition, Public Outreach, Research

NEW: Contact Role

Column Names Affected: NEW FIELD: Contact Role
Tab Switching: No
Lookup Level: 1
Security: “Locked + Collection Mgr (GroupNames) with Edit access”

Values: Loan Manager, PR Contact, For Use By, Institution, Authorized By, Processed By, Acknowledged By, Address

NEW: Direction

Column Names Affected: NEW FIELD: Internal/External
Tab Switching: No
Lookup Level: 1
Security: “Locked + Admin

Values: Internal, External

NEW: Reason

Column Names Affected: NEW FIELD: Reason
Tab Switching: No
Lookup Level: 1
Security: “Locked + Admin”

Values: Condition, Duplicate/redundant, Not appropriate for collection, Other, Provenance, Repatriation, Disposition

NEW: Return Status

Column Names Affected: NEW FIELD: “Full Partial” (Return Tool)
Tab Switching: No
Lookup Level: 1
Security: “Locked + Admin”

Values: Full; Partial

NEW: Weight Units

Replaces: Units
Column Names Affected: MovUnits
Tab Switching: No
Lookup Level: 1
Security:“Locked + Collection Mgr (GroupNames) with Edit access”

Values: lbs kg

rondlg commented 3 weeks ago

fieldmuseum / EMu-Documentation