Museum Accession Workflows

Last updated: May 17, 2026

Railroad museums have different inventory requirements than personal collectors or clubs. The Museum plan adds accession workflow features designed around institutional standards — provenance tracking, conservation status, donor records, and loan agreements.

What Accession Means

Accession is the formal process of adding an object to a museum's permanent collection. Unlike adding an item to a personal inventory, accession includes:

  • Accession number — a unique institutional identifier (e.g., 2024.001.003)
  • Provenance — documented ownership history from manufacturer to museum
  • Acquisition method — gift, purchase, bequest, field collection, transfer
  • Donor information — linked to your donor database
  • Conservation status — current condition, treatment history, storage requirements
  • Loan status — whether the object is on loan to or from another institution

Accession Number Format

RailScanPro's Museum plan generates accession numbers automatically in the standard three-part format:

[Year of Acquisition].[Accession Sequence].[Object Number]

Example: 2024.001.003 = the 3rd object in the 1st accession batch of 2024.

You can override the auto-generated number if your museum uses a different format. Go to Organization → Settings → Accession Number Format to configure a custom pattern.

Processing a New Accession

  1. Go to Museum → Accession → New Accession
  2. Enter the Accession Date and assign an Accession Number (auto-generated or manual)
  3. Add objects to the accession batch — scan with AI or enter manually
  4. For each object, fill in:
    • Acquisition Method: Gift, Purchase, Bequest, Transfer, Exchange, Field Collection
    • Provenance notes — free text describing ownership history
    • Donor — link to an existing donor record or create a new one
    • Appraised Value at time of acquisition
    • Condition at Acquisition: use A–F grades (A = museum quality, F = non-functional)
  5. Assign objects to a Storage Location
  6. Click Complete Accession to finalize

Completed accessions are locked — edits require an administrative override with a reason log, which is important for institutional accountability.

Conservation Records

For each object, the Conservation tab tracks:

  • Treatment History — date, conservator, treatment description, materials used
  • Storage Requirements — temperature/humidity range, UV sensitivity, fragility flags
  • Examination Schedule — periodic inspection due dates
  • Current Status: Stable, Needs Treatment, In Treatment, Returned from Treatment

Loan Agreements

Museum plan supports tracking objects on loan in both directions:

  • Outgoing Loans — objects your museum has lent to another institution
  • Incoming Loans — objects on temporary loan to your museum

For each loan, record the borrowing institution, loan period, insurance coverage, and transportation method. Due-date reminders are sent 60 and 30 days before loan expiry.

Donor Recognition

Donor records are linked to accession batches. The Museum plan includes a Donor Recognition module — see Donor Recognition Features.

Next Steps