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Valuation Details - A need for more than one entry

Valuation Details - A need for more than one entry

Would anyone be having problems with the way Valuation Details on the Purchase Tab of the Accession Lots Module is designed?  At the Canadian War Museum, our lots cross different departments, each department then gives values for their lot of items.   The way it is designed now, currently only one entry is available for entry.    I then have to add any extra valuations/appraisal in the Valuation notes Field for the Accession Lot.  This is not an ideal situation and can never truly generate a report or calculate the total Values for a lot.
I would like to see this changed, (similar to the way the Finance Tab is set up):
i.e.   Valued By (party record)       Description         Date Valued      Valuation Amount
        Brown Appraisals               paintings (4)       2011/10/09        600.00
        Black, Anne                   documents (10)      2011/11/04        200.00     
                                                     Total Valuation Amount: 800.00
The  Total Valuation Amount would automatically add the figures.
Does anyone else have a need for this? Or have found an alternate way of handling this type of data?  I should mention that we do enter the values for the individual objects on the catalogue records, but can't do this for our archives collection as they are catalogued in another database.

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Re: Valuation Details - A need for more than one entry

Hi April - Accession Lots across multiple departments has always been a problem for the NGA too. Our workaround is to make seaprate Acc Lots records for each department. It's a hack, but we can't see any other way to do it.

Mark - NGA

Mark Bradley – Assistant Registrar, Documentation (EMu)
National Gallery of Australia

Mark Bradley
Assistant Registrar (EMu Guy)
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Re: Valuation Details - A need for more than one entry

Hi Mark,

Thanks for your reply.  The benefits of creating one lot outweigh the creation of multiple lots for us.  I think our Registrar would go batty if she had to create multiple lots for one acquisition!  I’ll post this on the wish list – one can always dream  :)

April

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Re: Valuation Details - A need for more than one entry

Hi April,
at the IMA, we track our accession lots by the source first then department.  So  each source will have their own accession lot per acquisition meeting.  We can acquire art work from the same source over the course of several years.  As for the purchasing, we also have our purchase funds in EMu.  We customized the accession lots to be able to add the fund (which is linked to the Parties) and the data then appears across multiple columns.  I attached an example of what it would look like below.

We have been quite pleased with this as we have been able to create reports that list the total purchase by source, by funds, by accession meeting and by year.  It has really made retrieving information a lot easier and ultimately, my ability to report on the information a lot less cumbersome.  I think this is probably different than what you are asking, but it might give you and idea of what you can do with the accession lots. 

Maureen
https://emu.axiell.com/images/agorapro/attachments/1608/mini_accession-lots-example.png

Edited by: Gerard Wood (Axiell Melbourne) - 14-Aug-18 09:23:40

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Re: Valuation Details - A need for more than one entry

Thanks for sharing Maureen.  I'm always curious to know how others have changed the modules for their use.  I'll pass this along to our Registrar.

April

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