189 lines
5.9 KiB
YAML
189 lines
5.9 KiB
YAML
# LoanStatusEnum - Loan lifecycle states
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#
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# Enumeration of states in the lifecycle of an object loan between institutions.
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#
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# Aligned with:
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# - AAT (Getty Art & Architecture Thesaurus) loan concepts
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# - SPECTRUM (UK Collections Management Standard) loan procedures
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# - CIDOC-CRM E10 Transfer of Custody events
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#
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# Created: January 2026
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id: https://nde.nl/ontology/hc/enum/LoanStatusEnum
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name: LoanStatusEnum
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title: Loan Status Enumeration
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prefixes:
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linkml: https://w3id.org/linkml/
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hc: https://nde.nl/ontology/hc/
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aat: http://vocab.getty.edu/aat/
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schema: http://schema.org/
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default_prefix: hc
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imports:
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- linkml:types
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enums:
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LoanStatusEnum:
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description: |
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Lifecycle states for object loans between heritage institutions.
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Models the progression of a loan from initial request through
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return and documentation.
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**Loan Lifecycle Flow**:
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```
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REQUESTED → UNDER_REVIEW → APPROVED → AGREEMENT_PENDING →
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CONDITION_REPORT_PENDING → IN_TRANSIT_OUTBOUND → ON_LOAN →
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RETURN_REQUESTED → IN_TRANSIT_RETURN → RETURNED → CLOSED
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Alternative paths:
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- REQUESTED → DECLINED (loan denied)
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- ON_LOAN → EXTENDED (loan period extended)
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- Any state → CANCELLED (loan cancelled)
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```
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**SPECTRUM Alignment**:
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This enum aligns with SPECTRUM Procedure:
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- Loans Out (outgoing loans)
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- Loans In (incoming loans)
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- Object Entry/Exit for transit states
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permissible_values:
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REQUESTED:
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description: |
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Initial loan request submitted by borrowing institution.
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Loan is awaiting review by lending institution.
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annotations:
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loan_phase: "initiation"
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next_states: '["UNDER_REVIEW", "DECLINED", "CANCELLED"]'
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UNDER_REVIEW:
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description: |
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Loan request is being evaluated by lending institution.
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May involve conservation assessment, exhibition review,
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and curatorial approval.
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meaning: schema:ActiveActionStatus
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annotations:
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loan_phase: "evaluation"
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next_states: '["APPROVED", "DECLINED", "CANCELLED"]'
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APPROVED:
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description: |
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Loan has been approved in principle.
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Formal agreement and logistics to be arranged.
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annotations:
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loan_phase: "approval"
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next_states: '["AGREEMENT_PENDING", "CANCELLED"]'
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DECLINED:
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description: |
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Loan request has been declined.
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Object not available for loan due to condition,
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exhibition commitments, or policy restrictions.
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meaning: schema:FailedActionStatus
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annotations:
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loan_phase: "terminal"
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is_terminal: "true"
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AGREEMENT_PENDING:
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description: |
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Loan approved; awaiting formal loan agreement.
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Legal/contracts team preparing documentation.
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annotations:
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loan_phase: "documentation"
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next_states: '["CONDITION_REPORT_PENDING", "CANCELLED"]'
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CONDITION_REPORT_PENDING:
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description: |
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Loan agreement signed; awaiting pre-loan condition report.
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Conservation team documenting object state before transit.
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annotations:
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loan_phase: "preparation"
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next_states: '["IN_TRANSIT_OUTBOUND", "CANCELLED"]'
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IN_TRANSIT_OUTBOUND:
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description: |
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Object in transit from lender to borrower.
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May involve courier accompaniment for high-value items.
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annotations:
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loan_phase: "transit"
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next_states: '["ON_LOAN", "RETURNED"]'
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ON_LOAN:
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description: |
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Object currently on loan at borrowing institution.
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Active loan period.
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meaning: schema:ActiveActionStatus
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annotations:
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loan_phase: "active"
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next_states: '["EXTENDED", "RETURN_REQUESTED", "CANCELLED"]'
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EXTENDED:
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description: |
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Loan period has been formally extended.
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New end date agreed between parties.
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annotations:
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loan_phase: "active"
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next_states: '["RETURN_REQUESTED", "EXTENDED", "CANCELLED"]'
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RETURN_REQUESTED:
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description: |
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Return of loaned object has been requested.
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Preparing for end of loan period.
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annotations:
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loan_phase: "return"
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next_states: '["IN_TRANSIT_RETURN"]'
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IN_TRANSIT_RETURN:
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description: |
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Object in transit from borrower back to lender.
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Return journey underway.
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annotations:
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loan_phase: "transit"
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next_states: '["RETURNED"]'
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RETURNED:
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description: |
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Object has been returned to lending institution.
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Post-loan condition report to be completed.
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annotations:
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loan_phase: "completion"
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next_states: '["CLOSED"]'
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CLOSED:
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description: |
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Loan fully completed and documented.
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All paperwork finalized, condition reports compared.
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meaning: schema:CompletedActionStatus
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annotations:
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loan_phase: "terminal"
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is_terminal: "true"
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CANCELLED:
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description: |
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Loan cancelled before completion.
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May occur at any stage before CLOSED.
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meaning: schema:FailedActionStatus
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annotations:
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loan_phase: "terminal"
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is_terminal: "true"
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OVERDUE:
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description: |
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Loan has exceeded agreed return date.
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Follow-up action required.
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annotations:
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loan_phase: "exception"
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next_states: '["EXTENDED", "RETURN_REQUESTED"]'
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DISPUTED:
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description: |
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Dispute regarding loan terms, condition, or return.
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Resolution process underway.
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annotations:
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loan_phase: "exception"
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next_states: '["ON_LOAN", "RETURNED", "CANCELLED"]'
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