Short how-tos and such from the Arctos development team.

Note special use conditions for a record

Find or create an appropriate permit. Note that permits are useful documents which guide or control use; any more-formal interpretation is incorrect.

Find or create a data loan. Note that data loans are transactions which are attached to select catalog records; any other interpretation is incorrect.

Add the permit to the transaction. (Transactions can carry any number of permits, and permits may be used by any number of transactions; reality need not be as simple as this example.)

Add the record to the transaction

When interacting with the record (here, having found it in a query to add items to a loan), view the restriction:

Locate records by specific classification data

Example: Records in the MVZ:Bird collection which are identified using a name which has term type CITES Appendix of value I in source Arctos Legal: https://arctos.database.museum/search.cfm?guid_prefix=MVZ%3ABird&tax_trm_1=%3DI&tax_rnk_1=CITES%20Appendix&tax_src_1=Arctos%20Legal

Loan and Shipment Templates

To create a template open the loan create form, fill in whatever you’d like to save - all fields are optional for this - and click Templates. Choose a collection, provide a name, and click save.

To use a template, open the loan create form, click templates, and choose a template to pre-fill the form.

Users with manage_collection access may delete templates owned by their collection(s) using the button in the choose table.

Shipment templates work in exactly the same ways.

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