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 Question regarding policy for handling numbering issues in certain situations

Katherine Owens's profile image
Katherine Owens posted 05-31-2024 03:28 PM

I am in search of how learning how other institutions view and handle the following collections management issue.

My institution has numerous old “permanent” loans going back to our founding in the 1920s. At that time, staff sometimes handled these large “permanent” loans just like they would a donation i.e. they were assigned accession #’s. 

In recent years we have been following our state’s abandoned property laws to either return the loan or gain title.  A question about the proper numbering arises after we gain title to the loan and our collections committee has reviewed it and has decided keep some or all of the objects for the permanent collection. 

Question 1:

For those loans handled since they arrived at the museum as accessions (with an accession # from the year the loan started) are we required to assign them a new accession # reflecting the year in which title was actually acquired? 

                The debate:

We have staff who feel that the # assigned back in the day to what was a loan is illegitimate. Therefore they believe we must assign a new # to the objects and handled it like a totally new accession.

Other staff see assigning a new # as unnecessary extra work (often requiring physically renumbering objects, or at least changing tags, bags, box lists, creating new catalog screens etc. etc.). They feel it would be just as effective and simpler to update the electronic and paper records under appropriate fields to reflect the change in ownership status.

What does your institution do in this situation?

Next there is a secondary question that feeds off the one above.

If you are of the mindset that the original accession # assigned to the loan is illegitimate and a new one is indeed needed the how formal do you get in documenting that the original # is no longer in use?

Do you fill out formal deaccession paperwork to document why that original number is no longer in use and cross reference the old to the new #? Obviously the original # would always remain associated with the object in electronic catalog records. We would want to make sure especially in the paper records that we are making it clear to anyone who comes after us why that accession # is “dead” etc.

This actually leads to another related question which we’ve been debating how to handle.  Like most museums that have been around awhile, for various reasons over the years some donated objects were assigned duplicate accession #’s.  When these issues are discovered and staff choose one # (there is usually one that is obviously better) under which to continue track it going forward. But this brings up another version of the above question. What do we need to do to document that the duplicate # is no longer active?  Of course the duplicate # will always be listed as an alternative # under the object’s active catalog record (so it’s searchable) and in the paper file. However, do you go any further to formally document the decision made to use the other # and to eliminate potential confusion in the future? Such as

1)      Do you keep the electronic catalog records for both #’s and just cross reference them, making it clear which one is the active #?  Of course paper files or at least a place holder for the duplicate # would be kept for the purpose of cross reference.

2)      Or do you go further: A) do you list the duplicate # under the object’s active record then delete the duplicate electronic catalog record so it’s no longer visible in the database? B) As part this process do you complete any formal paperwork for the paper file to document that the duplicate # is no longer in use and why that decision was made?

Some of our staff feel it is appropriate in these cases to fill out a formal deaccession form for the duplicate # that will no longer be used to keep in the paper file to document what happened. Others feel that deaccession paperwork is only for when objects are physically removed from the collection and it is inappropriate to use just to document a “dead” #.

If we don’t use deaccession paperwork should we develop another standard form to be place in the paper file for the duplicate # to document what happened?

Ultimately we just want to have folks way in on how they do or would handle these cases so we think through what our policy should be. In the end we just want to make sure that these issues are handled consistently so avoid as much confusion as possible for current and future staff.

Thanks for your time and for weighing in on this. We’ll look forward to your responses.

Sincerely,

Kate Owens

Curator of Collections

Missouri State Museum

Amy Thompson's profile image
Amy Thompson

The objects were assigned this accession number when they came into your possession and there is no need to change that. The only thing that changes is the status of the object from loan to museum ownership.

I have had this happen both ways in our institution over time and the ones that were assigned a new accession number can be a nightmare, mainly because all previous mention of them in your records will be under the old number, so you will still have to search for that old number regardless of the new one. It may also have been published under that old number as well.

Save yourself a lot of headaches, change the status, not the accession number.

Amy Thompson

Registrar, Maine State Museum

Patricia Podzorski's profile image
Patricia Podzorski

Regarding renumbering - Do NOT.  Having managed or researched collections dating back more than 120 years in various U.S. museums, renumbering is a nightmare for future generations (as well as current users).

Michelle Nash's profile image
Michelle Nash

Agreed, conventional wisdom says to never change a number unless there is absolute need (i.e. duplication has occurred). Also, the loan number is not invalid, in my opinion; it still accurately indicates when the objects came into your possession, you just need to document in your records when/how you claimed title to them. It also keeps the legacy of how long term loans were often regarded in the past (as essentially no different than the permanent collection). Trying to fit past practices and approaches into current framework is always tricky but in this case the path of least resistance is also probably the best.

Michelle Nash

Curator of Collections, Elkhart County Historical Museum

Leslie Ory Lewellen's profile image
Leslie Ory Lewellen

More numbers (usually) equals more confusion.  You are spot on to be thinking about how to decrease future confusion, but don't get too far in the weeds.  Put brief notes in your database and files to leave little breadcrumbs for future staff.

I would say that you should never have two database records for the same object--that creates confusion.  Were there two at one time, or two in your collections now, or just one??  Just put the all former numbers in your database as alternate numbers, and leave notes.

Keep in mind that a number is really just a identifier.  It's great when numbers match up to acquisition years and other types of your institution's current recordkeeping procedures, but sometimes, they don't.  Just keep thinking about how to decrease confusion (and keep your workload reasonable!), and leave notes everywhere about the decisions you made.

Good luck!

Bruce MacLeish's profile image
Bruce MacLeish

I agree with Leslie and others, as to procedures for avoiding re-numbering of old collections items. If I may be a bit picky (like a museum collections person) it would be best to document your new procedures in your collections procedures manual, so that future work by others will receive proper guidance. Similarly, your collections management policy should enumerate the conditions for deaccession, which should not include the rearrangement of accession numbers. First, if you are not discarding a collections object, you are not deaccessioning anything. Second (at least in the museums where I have worked), deaccessioning requires a great deal of preparatory work, followed by consideration by the board, followed by a long waiting period, followed by further consideration by the board for approval; for this reason alone, I think that neither staff nor board would happily embrace this extra work. Third, if you were to deaccession in these cases, you would have to accession the objects again, documenting your terms and condition for accessioning, and obtaining proper approvals, and so forth. In short, you don't have to do that, nor should you. To reiterate, fixing collections records does not require board approval.

Best,

Bruce