العودة إلى Reference
المحتويات
Reference
773 كلمة
Nov 13, 2026

Collections Procedure Starter Pack

The museum procedure starter pack installs 21 workflows on your Heratio install — one for each of the primary museum procedures defined by UK Collections Trust. Each shipped workflow comes with a sensible set of paraphrased starter steps you can immediately use, customise, or replace.

What it is

Procedure Starter steps
Object entry Receive object → Issue receipt → Initial condition check → Provisional location → Handover for processing
Acquisition and accessioning Acquisition proposal → Governance approval → Transfer of title → Assign accession number → Formal accession record
Inventory Define inventory scope → Physical verification → Reconcile against records → Investigate discrepancies → Inventory report
Location and movement control Move request → Plan move → Pre-move record → Execute move → Confirm new location
Cataloguing Identify object → Descriptive catalogue → Subject indexing → Quality review → Publication
Object exit Reason for exit → Authorisation → Pre-exit record → Handover → Close record
Loans in (borrowing) Loan request → Lender agreement → Insurance & transport → Receive & inspect → Return at end of loan
Loans out (lending) Borrower request review → Loan agreement → Condition documentation → Dispatch → Return inspection
Insurance and indemnity Valuation for insurance → Policy review → Document declarations → Annual review
Damage and loss Discovery & immediate response → Damage assessment → Incident report → Recovery/repair planning → Final disposition
Conservation and collections care Condition assessment → Treatment proposal → Approval → Treatment & documentation → Preventive care review
Audit Audit planning → Sampling & verification → Findings documentation → Management response → Audit report
Object condition checking and technical assessment Initial visual inspection → Detailed examination → Technical analysis → Condition report
Object valuation Valuation request → Comparable research → Independent appraisal → Documentation & review schedule
Risk management Risk identification → Risk assessment & scoring → Mitigation planning → Implementation → Periodic review
Emergency planning for collections Hazard identification → Plan development → Staff training → Drill & exercise → Plan review/update
Use of collections Use request → Eligibility review → Approval & conditions → Supervised use → Post-use condition check
Rights management Rights identification → Rights documentation → Permission requests → Licence tracking → Periodic review
Reproduction Reproduction request → Rights clearance → Production → Quality control → Delivery & record
Deaccessioning and disposal Deaccession proposal → Governance review → Authorisation → Disposal execution → Permanent record
Retrospective documentation Identify undocumented items → Prioritise → Catalogue → Verify → Integrate

Important — what it is NOT

⚠️ These step names and instructions are paraphrased starting templates, not the verbatim specification text. That specification is © UK Collections Trust and we do not redistribute their copyrighted text.

Before claiming museum-procedure compliance, review each workflow's steps and instructions against your own Collections Trust subscription and adjust to match your institution's adopted museum-procedure implementation.

How to install

From the admin UI

  1. Log in as administrator
  2. Go to Workflow → Workflows & diagrams (top-right AHG Plugins dropdown)
  3. Click Install Collections Procedure pack in the page header
  4. Confirm the dialogue
  5. Workflows tagged with their museum procedure now appear in the list

The button is safe to re-click — by default it only adds missing procedures. Existing workflows with the same spectrum_procedure tag are left untouched.

From the command line

# Install missing procedures (default — safe, idempotent)
php artisan workflow:seed-spectrum

# Dry-run — show what would change, write nothing
php artisan workflow:seed-spectrum --dry-run

# Install only a specific procedure (or several)
php artisan workflow:seed-spectrum --only=object_entry --only=cataloguing

# RESET existing museum-procedure workflows to seed defaults
# ⚠️ This DELETES hand-customised steps for those procedures
php artisan workflow:seed-spectrum --overwrite

The --overwrite flag — what it does

Without --overwrite (default) With --overwrite
Existing museum-procedure workflows are skipped Existing museum-procedure workflows have their name + description updated to seed defaults
Steps are not touched All steps for that workflow are deleted and re-inserted from the seed
Safe to run repeatedly Safe ONLY if you want a clean reset

If your team has hand-customised the steps for, say, Cataloguing — running with --overwrite will lose those customisations. Use --only to scope the reset to specific procedures if you only want to reset some.

Customising after install

After install, each museum-procedure workflow is a normal Heratio workflow. You can:

  • Add/edit/reorder steps from the workflow edit page
  • Use the drag-and-drop designer (Designer button) to add branching between steps
  • Adjust step types, approvers, escalation rules
  • View the workflow diagram (Diagram button) including the museum-procedure badge

Your customisations stay until you run workflow:seed-spectrum --overwrite on that procedure.

Removing a procedure

If a procedure doesn't apply to your institution, delete the workflow normally from the admin page. Re-running the install will recreate it; either skip re-running, or use --only to install just the procedures you want.

Reporting

Once installed, you can:

  • Filter the workflow list to show only one procedure type
  • See compliance progress per object (when Phase C — compliance dashboard — ships)
  • Surface the procedure name on the diagram and on tasks for that procedure

Reference

  • UK Collections Trust — museum procedures framework
  • Seed file source — packages/ahg-workflow/database/spectrum_procedures.json
  • Command source — packages/ahg-workflow/src/Console/Commands/SeedSpectrumCommand.php