1. FMNH Transaction Module Custom designed module to handle loans, transactions, accessions and external movements related to all transactions.

2. FMNH Transaction Module The high level goal of the Transaction module is to be able to 1.process transactions of objects that are not cataloged, and 2.accept partial returns of either type of object

3. FMNH Transaction Module Shared tabs: –Summary tab – define catalog and action –Dates tab – define return date and update dates if renewed or transferred –Movements tab – track shipper and permits Observations: –The overall metadata have a few high level things in common: Tracking of specific prep types that are part of the catalog record Use of audit fields for annual reports (Description (e.g., family name), Geography (e.g., South America, Holarctic)

4. FMNH Transaction Module 2 styles of transaction interaction –Botany/Geology: purists - can’t mix loans with any other type of transaction –Heterogenous: can mix loans with gifts and exchanges Goal: create an invoice – either an Accession report, or a Loan/Gift/Exchange invoice

5. Botany/Geology style: can’t mix loans with any other type of transaction Process flow for Transaction module Loan transactions – only loans Loan tab – get invoice #, define type of loan Objects and Objects (U) tab(s) – define Objects, catalogued and uncatalogued Dates tab – define return date and update dates if renewed or transferred Loan Return and Loan Return (U) tab - go back to table to update if more returns come in Movements (Geology only) Non-loan transactions – anything except a loan Transaction tab - get invoice # Invoice tab – shows redundant invoice number (define type of transaction, can mix transaction types, many in one invoice) Accessions – incoming gifts Accession tab – select catalogue, get accession #

6. Heterogenous style: can mix loans with gifts and exchanges Process flow for Transaction module Transaction tab: get invoice/loan number, define kind of transaction (any from list of loan through gifts, exchanges, etc.) Objects and Objects (U) tab(s): define type of transaction for each object, link Object to catalog entry Loan Return and Loan Return (U) tab: go to table to update when returns come in, object lists are copied into return tabs so user does not have to copy/paste from the Objects tabs Accessions tab: incoming gifts, select catalogue, get accession # Fishes uses Accession (2) for extra reporting