Loans

How to model/enter data for loan-like situations (note, in Arctos ‘Loan’ means loan-like, and includes consumptive loans).

Leaves removed and sent for destructive sampling

Create a Project with title, description, people, taxonomic names, etc. (example)
Create a “Loan-like transaction” of type consumable (example)
- enter contact info, etc.
- add the project to it (on the right, panels in pale blue)
- make the status ‘closed’ if the samples are being sent soon.
Add samples. In this process you will create a second ‘part’ in each of the catalog records, of type ‘leaf’, and disposition ‘used up’ - it is these parts that are attached to the ‘loan’, not the original specimens, which can still be found in the range.
- At the bottom of the loan edit form is ‘[add items]’
- Click this and search for the specimens to be sampled
- Under the ‘[Tools]’ drop-down, select ‘Add to Transaction’
- An ‘Add Items - Loan Summary’ form will appear.
- In the SubsampleAs column, in the white box with a faint ‘partname’ in it, type ‘leaf’ (you can tab-complete to confirm that this is an allowed part type)
- Check all rows you want to add, and click ‘Add all checked parts to transaction’
Review to make sure the project and transaction are now linked to the correct (used up, leaf) parts.

To do this in bulk, you will need to use two bulkloaders: