How to create a legacy · a workshop companion

A Field Guide to Cataloging Art

Definitions, categories and use cases for anyone keeping the record of a body of work or a collection: artists, collectors, estates and heirs.

What this is, and what it isn't

This is research, not a buyer's guide. It describes how the software in this category is built, what the records in it are about, and who needs what. It names no products. Where it names something, it's a free, published standard that anyone can use.

Flip through it at lunch. Find your page during the workshop. Take it home.

How to create a legacy · Tuesday, September 22, 2026 · Mercer Island Community & Event Center
Prepared by Ivan Schneider · ivantohelpyou.com/art/workshop/resources
Start here

Find your page

Most people pick up a catalog because something forced the issue. Find yours, and start there.

An insurer, an appraiser or a lender has asked for a list
p. 7
I can't say where a piece is, or who has it
pp. 9, 14
The provenance lives in emails, receipts and memory
p. 8
Works are turning up that were never in the records
pp. 8, 15
I'm responsible for someone else's work, and there's a deadline
p. 15
I want to show some of it publicly, and keep the rest private
p. 11
We have photographs from many sources, and I don't know who took them
p. 10
Two lists of the same work don't agree with each other
p. 12
I'm worried the records won't survive the software
p. 13
I just need to know what I have, quickly, without a project
pp. 3, 14

Contents

  1. The problem in one sentence p. 3
  2. The map: two kinds of record p. 4
  3. Definitions pp. 5–6
  4. What a work is worth, and when p. 7
  5. Provenance, and the receipt nobody keeps p. 8
  6. What ties a record to the painting p. 9
  1. The photographer problem p. 10
  2. Public and private p. 11
  3. Who decides what a thing is called p. 12
  4. Leaving: what comes out p. 13
  5. Six people, six jobs pp. 14–16
  6. Six habits, whatever you use p. 17

Look for this box

Throughout the guide, a box like this one lists the questions your catalog should be able to answer. If yours can't answer one of them yet, that's worth knowing, and it's worth bringing to the workshop.

1 · The problem

The problem in one sentence

A painting is a physical object in a room; a catalog is a row in a database; and almost everything that goes wrong in this category is a failure of the link between the two.

Start with the shoebox

Imagine a family photo collection. There are three ways it can exist.

A shoebox

Photographs in a box. You can look at them. You can't find one. You don't know who is in most of them. And when the last person who recognized the faces dies, it becomes a box of strangers.

An album with captions

Ordered, with names and dates under each photograph. A person can search it now, and it outlives whoever put it together, because they wrote down what they knew.

A catalog

A number on the back of each photograph, and a separate list saying who is in number 47, who took it, when, and who has the negative. Anyone can search it, and it can be split up without being destroyed.

Software for cataloging art is the third one. Everything in this guide follows from that: the identity of each work doesn't depend on where it sits.

The four things a catalog holds

1Description

What the object is: title, maker, date, materials, size, condition. The part everyone expects, and the easiest.

2Identity

Which physical object this record is about. The hard part, and the link that fails first. See p. 9.

3History

What has happened to it: who owned it, where it was shown, when it was cleaned, what it sold for. History only ever grows.

4Relationships

The people connected to it (maker, buyer, lender, photographer, conservator) and in what role.

Cheap software does the first well and the fourth not at all. Expensive software does all four. That's most of what separates the prices, but not quite all of it. The next page explains why.

2 · The map

Two kinds of record

The category looks like one market with a price ladder. It's really two different kinds of record with similar-looking screens. Choosing between them decides which questions your catalog can answer in thirty years.

The commercial record

Built for a work that's for sale, or was, or might be. Sold to artists, galleries and collectors.
work title, year, medium, size pictures price, status location inventory number buyer notes ← everything else

The subject is a saleable object with one current owner. It knows everything the sale taught it: who bought it, what they paid, where it went.

The curatorial record

Built for a work that entered a collection and will outlive whoever looks after it. Sold to museums.
object identity + description arrival from whom, when, on what terms people each a record of their own, linked by role: maker, donor, lender, owner, photographer… events shows, loans, cleaning, valuations, each dated

The subject is an object surrounded by people and events, and each of those is a record with its own life.

Why it's not just "more fields"

Paying more for a commercial record buys more fields. It doesn't buy the second model. Three questions can't be answered from a commercial record at any price:

QuestionCommercial recordCuratorial record
Which works did this person photograph?A name typed into a notes field, if it's anywhereA search: the photographer is a person linked by role
How do we know this?One record, edited in place. The old basis is goneThe arrival is its own dated record, kept apart from the description
Who held it between 1974 and 1989?Only the sales it saw. A gift, a loan or an inheritance is a noteEvery change of hands can be recorded, sale or not

Where an estate falls: in the gap

An estate needs both. From the commercial record: values, sales, where things are, and a public face a buyer can find. From the curatorial record: arrivals, people with roles, and events, because the estate's real asset isn't the inventory. It's the account of the work. Each kind of software carries only its own half.

Free, open-source software built by museums exists and has deeper models than anything sold to artists. What it costs instead is setup and a technical person for as long as the catalog exists. That's a good trade for an institution with staff, and a hard one for a single person running an estate.

3 · Definitions

Words you'll meet

Most of these come from museums, where people have been keeping these records for a century. Some pairs look like synonyms and aren't, and those are the ones that matter.

Provenance
The chain of custody: who held the work, from when, and to whom it passed. From the French for origin. Documented provenance back to the studio is what makes a work probably genuine, and it raises the value accordingly. p. 8
Accession
A record of one transfer into a collection: what arrived, from whom, when, on what terms, in what condition. Provenance is the whole story; an accession is the receipt for the part you witnessed. p. 8
Accession number
The identifier given at that moment, usually shaped like 2026.14: the fourteenth thing to arrive in 2026. Never reused, even after the object leaves.
Deaccession
Formally removing an object from a collection. Museums treat it as a governed act with a policy behind it, not a deletion.
Current holder
Whoever has the work now. Not the same as the buyer. A former student may hold a painting nobody ever sold them. Recording them as "sold to" invents a sale.
Basis
What a claim rests on: a document, a photograph, an inspection, or someone's word. A provenance line without its basis can't be defended later.
Provenance gap
A stretch of a work's history with no documentation. Ordinary in older works, and serious for European works between 1933 and 1945, where a gap raises a question about looting that a buyer has to resolve.
Catalogue raisonné
The complete documented body of work of one artist, compiled by scholars: every known work, with everything known about each. It's the reference that decides whether a newly surfaced painting is accepted. p. 16
Constituent
Museum word for any person or organization connected to an object: maker, donor, lender, conservator, photographer. The point of the word is that they're all the same kind of record, linked to objects by role.
Registrar
The person responsible for the records: arrivals, loans, locations, condition. In a small museum it's part of somebody's job. In an estate it's nobody's job, and that's the source of most of the difficulty.
Edition
A work made in numbered copies: prints, casts, photographs. One work, many instances, each individually identifiable. Software that doesn't understand editions stores fifty records that don't know they're related.
Consignment
A dealer holds and sells someone else's work for a share. The terms (who, since when, what split) are a relationship, not a status. A work on consignment hasn't been sold.
3 · Definitions, continued

Value, care and pictures

Fair market value
What the work would sell for between willing parties. The number for estate tax, donation and sale. p. 7
Insurance (replacement) value
What it would cost to replace. The number for the insurer. Usually higher than fair market value, sometimes considerably.
Asking price
What the studio or gallery is asking today. A third number, and it tracks neither of the other two.
Appraisal
A professional's opinion of value, for a stated purpose and as of a date, made under professional standards. A document about the work, written by someone outside the catalog. Software stores appraisals; it shouldn't produce them.
Insurance schedule
A list of works with values that an insurer uses to set coverage. It has to be complete, current, and reproducible whenever the collection changes. Software can produce this one.
Condition report
A dated description of a work's physical state, made before and after it travels, so any damage can be traced to the journey.
Verso
The back of the work. Labels, stamps, gallery stickers and inscriptions live here: provenance, physically written down. p. 9
Credit line
Exactly how a photograph must be credited when published. It belongs to the photographer, not the painter. p. 10
IPTC metadata
A standard set of fields carried inside image files: photographer, copyright, credit line, usage terms. Less well known, it also has a set describing an artwork shown in the photograph, kept separate from the photograph's own details.
Authority control
Linking a field to a published, identified term instead of typed text, so the record points at the concept "etching" rather than holding the word. p. 12
Getty vocabularies
The best-known published term lists in this field, free to use: AAT for materials, techniques and styles; ULAN for artists' names; TGN for places.
Interchange standard
A published format that another system already knows how to read, so a catalog can move without a translation project. The museum world uses several: LIDO, Dublin Core, MARC, plus the SPECTRUM and CCO practice standards. p. 13
Take-out (export)
What comes with you when you leave the software. The property that matters most, and the one least often advertised.
4 · Insurance and appraisal

What a work is worth, and when

Two documents for two audiences, drawn from the same records. An insurance schedule is a list of works with values, for an insurer. An appraisal is a professional opinion, written by someone outside the catalog. Software makes the first and stores the second.

The three-values problem

Any work has at least three values at once, and mixing them up is the most common error in this kind of data.

ValueAnswersUsed by
Fair market valueWhat it would sell for between willing partiesEstate tax, donation, sale
Insurance / replacement valueWhat it would cost to replaceThe insurer
Asking priceWhat the studio is asking todayThe gallery, the buyer

A catalog with a single "price" field holds whichever number was typed in last. An estate that reports it as fair market value on a tax filing has made a consequential error, and the cause is the shape of the record.

Value is a series, not a number.

An appraisal is an opinion as of a date. Keeping every value with its date, instead of overwriting the old one, means a work's value is a history, and a collection's value over time becomes a chart rather than an exercise.

What an estate needs that most catalogs don't give

Museums treat insurance as a subject of its own, with policies, coverage periods and values per policy. That handles a work covered under a different policy while it's out on loan, or a lapse somebody needs to date. For most private owners, an inventory report with a value column is enough.

Your catalog should be able to answer

5 · Provenance and accession

Provenance, and the receipt nobody keeps

Provenance is the story. An accession is the receipt for the chapter you witnessed. Nearly all software offers the first and almost none outside museums offers the second, and the second is what makes the first defensible.

What provenance usually looks like

In most catalogs, provenance is a list attached to the work: prior owners, in order. Each owner is typed text. The line has no document of its own and no record of who said so, or when. That's enough to print for an appraiser. It isn't enough to defend a claim, because the record doesn't carry its own basis.

In a museum system, each line points to a person record, and each arrival is an event with a date and an agreement. Ask "on what basis do we say this passed to X in 1974?" and there's a place for the answer.

The case that breaks it: a work turns up

It isn't exotic. It's the ordinary way an estate grows. A former student, a sitter, a neighbor or a relative has a painting nobody knew about. They offer a photograph, or the work itself. That record has three properties most catalogs can't express:

No number

The artist never gave it one. Forcing one onto it quietly asserts a catalog history that never happened. Having no number is a fact about the work.

An owner who isn't you

It's part of the body of work and belongs to someone else. "Available / sold / on loan / not for sale" has no option for "held by someone, never sold by us."

Their word as evidence

What's known comes from the person who has it. In thirty years, "documented from the owner in 2026" versus "attributed" is the whole value of the entry.

The smallest useful receipt

For each work that arrives from outside the original inventory, write down:

When you learned of itWho told you, as a person in your records, not a string of text
Their relationship to the artistStudent, sitter, family, buyer…
The basisTheir word · a photograph · a document · you saw it in person
Rights givenNone · use of the image · reproduction · ownership
What they saidIn their words

A spreadsheet is enough for this, and it's roughly what much of the museum world keeps underneath its software.

Your catalog should be able to answer

6 · Identity

What ties a record to the painting

Every catalog stores a record of an artwork. The record is only useful while something links it to one physical object in the world. That link is rarely discussed, and it's the first thing to fail.

Three ways it's done, and how each one fails

MechanismHow it worksFails when
An assigned numberSomeone writes an identifier on the stretcher, frame or a label, and types it into the record.The label is lost in reframing or cleaning, or the numbering scheme lived in one person's head
The photographA person matches the painting in front of them to the picture in the database. This is what actually happens.Works look alike: studies, demonstrations, twelve versions of one still life
The object's own surfaceA newer approach: an identifier derived from minute physical details of the surface, with nothing marked on the work.The surface changes in conservation, or the registry holding the prints closes. New, and not yet proven

They fail independently, which is the argument for using more than one. Any catalog worth building does the first two. The third is worth watching and not yet worth depending on.

An estate inherits a numbering scheme with no key, and the number of works whose labels survived is the number of works that can still be identified. The works most likely to look alike (studies, class demonstrations) are also the ones most likely to be undocumented, and most likely to surface later.

The cheapest hedge: photograph the back.

Photograph the verso of every work at the same resolution as the front, and keep it on the record. The back carries the labels, stamps, gallery stickers, the inscription in the artist's hand, stretcher marks and repair history. It's where provenance is physically written, and it's unique to the individual object in a way the front often isn't.

Nearly every workflow throws it away, because it doesn't photograph well and nobody wants to look at it. Any catalog can store a second picture. Almost none of them tell you to.

Your catalog should be able to answer

7 · Pictures and rights

The photographer problem

A photograph of an artwork has two copyrights in it. The painting belongs to the artist or the estate. The photograph belongs to whoever took it. A catalog that records only one will eventually publish an image it has no right to, or fail to credit someone who's owed it.

So: is the photographer a field, or a note? In most software sold to artists and galleries, a note. Pictures are attached to works, and the person who made them isn't recorded. In museum systems, the photographer is a person linked by role, and the rights position is tracked for each object.

The part that's already solved, inside the file

The standard for exactly this problem exists and travels inside every image file. IPTC photo metadata has a set of fields for an artwork shown in the photograph, kept deliberately separate from the photograph's own fields:

About the artwork in the picture

  • Title, artist, date (or approximate date)
  • Physical description, style or period
  • Who holds it, and its inventory number
  • A link back to its catalog record
  • Copyright in the artwork, and who can license it

About the photograph itself

  • Creator: the photographer
  • Copyright in the photograph
  • Credit line: exactly how to credit it
  • Usage terms

Two creators, two copyrights, one file, and the standard says which is which. It even expects the image to point back at the catalog record. Cataloging software generally throws all of this away on upload and keeps only the pixels.

Why it bites

An estate gets photographs from several sources: a professional shoot in 1994, the artist's own slides, a student's phone picture in 2026. That's three different rights positions and one picture field. The difference survives only in whatever someone remembered to type into a notes box.

The record that survives

For each picture: who took it (a person, not text) · when · rights (we own it · licensed · permission only · unknown) · credit line, exactly as it must appear · and may publish: yes or no, defaulting to no. That default is the part that matters. An image of unknown rights that's publishable by default is a rights problem waiting for a website redesign to set it off.

Your catalog should be able to answer

8 · Public and private

What the world sees, and what it doesn't

A catalog holds two kinds of fact about the same work. Title, year, medium, size, a picture and exhibition history can go on a public page. What it sold for, who bought it, what it's insured for, where it's stored and the owner's phone number must never appear there.

Three ways software draws the line

ApproachHow it worksRight for
A switch per work, publishing to the vendor's sitePrivate by default; switch a work on and it appears on the software company's public pages, alongside other sellers'.A studio that wants buyers. The wrong room for a scholarly record.
A separate public site you controlThe public catalog is its own site, fed from the private one. It holds only what was sent to it.Anyone who shows a fraction of what they hold, which is nearly everyone
One database, rules by personDifferent people see different subsets: family sees everything, a researcher sees no valuations, a gallery sees only its consignments.An estate or an institution with several audiences

Where the line leaks, whatever the software

Reports

A report for an appraiser has full provenance and condition; a consignment report has locations. They're files, they leave, and no switch governs them once they do. The most common way private data goes public is an emailed PDF.

The picture

A high-resolution image published for scholars is the same file a forger wants. Resolution is a rights decision, not a display setting.

Absence

A public list of 436 works with 12 marked "private collection" tells a reader you hold 424. Publishing part of a collection reveals the shape of the rest.

The contact list

The buyer of one painting in 1996 often sits in the same table as the newsletter list. Their privacy depends on nobody running the wrong export.

The pattern that holds

Two catalogs, one of them authored. The private catalog is the record of everything. Publishing is a step a person runs, sending an explicit subset they can review before it goes out. It isn't a checkbox.

Your catalog should be able to answer

9 · Names and terms

Who decides what a thing is called

Two people describe the same painting. One writes "oil on canvas", the other "oil paint on canvas support". One writes "Gary Faigin", the other "Faigin, Gary". One says "Seattle", the other "Seattle, WA". Each pair is the same fact. As typed text, they're four different strings, and no search will ever join them.

Authority control means linking a field to a published, identified term instead of typed text. The record doesn't hold the word "etching". It points at a concept that has an identifier, a preferred name, other names, a definition, a place in a hierarchy, and someone who maintains it.

It's the least visible gap between the two kinds of record (p. 4), because a controlled field and a text field look identical on screen. Nobody notices until two catalogs have to be combined and there's nothing to join them on.

The Getty vocabularies: free, and the reference

VocabularyCovers
AATArt & Architecture Thesaurus: types of work, materials, styles, cultures, techniques, roles
ULANUnion List of Artist Names: artists, architects, studios, collections, patrons
TGNThesaurus of Geographic Names: places, past and present, with coordinates
CONACultural Objects Name Authority: individual works (rarely used so far)
IAGetty Iconography Authority: subjects, characters, events

Published by the Getty Research Institute under an open license, as linked open data with a public search service. Museum systems use them. Software sold to artists and galleries doesn't: there, medium, style, technique and place are free text everywhere.

Why it matters more than it looks

For a working artist it's over-engineering, and free text is the right answer. For anything meant to be read by a second institution, cited by a scholar, or merged with another catalog (an estate, a catalogue raisonné, a museum), it decides whether the data is usable outside the system holding it.

Your catalog should be able to answer

10 · Leaving

What comes out, and what survives

A catalog is meant to outlive the events that make catalogs necessary. Over fifty years it will outlive at least one vendor, one file format, one hosting arrangement and one person who knew how it was organized. So what matters most isn't what the software does. It's what's left when the software is gone.

Among the products researched, ten of fifteen state no export path at all on their public pages. Most probably have a spreadsheet button. The point is that none of them treats it as a selling point, which tells you how well it's likely to be maintained.

Three grades of take-out

1The spreadsheet

One row per work: title, medium, size, value. It looks complete. Pictures, provenance, relationships, documents and every value history stay behind.

2The structured dump

Records with their nested parts intact, pictures as files, and a list linking them. Someone technical can rebuild it elsewhere, with work.

3The standard

Records in a published format another system already reads (LIDO, Dublin Core, MARC), so the move needs no translation project.

Most software sold to artists, galleries and collectors exports at grade 1. Only part of the museum world reaches grade 3, because museums move data between institutions routinely.

Four things that almost never come out

Every year in a system that exports a spreadsheet adds a year of records that won't survive leaving it.

Your catalog should be able to answer

11 · Six people, six jobs

Who needs what

Six kinds of people keep these records, and they don't rank. The catalogue raisonné project has the most exacting needs and the smallest budget; the gallery has the biggest budget and the shallowest need for provenance; the working artist needs speed above everything and would be harmed by depth. Nobody is only one of these.

The working artist

"Where is my work, and who has it?"

Fifteen years in, 200 to 800 finished works: some sold through galleries, some from the studio, some given away, some in storage, one on loan to a restaurant that closed. No staff. Paperwork happens on evenings that could have been studio time, and that constraint governs everything.

Needs: entry fast enough to do from a phone when a work is finished, or it won't happen. Where each work is and its status, with dates. Which gallery holds what, on what terms, since when (the most common loss in a studio career is a work that went to a gallery that closed). A public page that doesn't need rebuilding. Sales as a list for the accountant.

Doesn't need, and shouldn't pay for: arrival records, loan and crate management, rights machinery, conservation history.

Your catalog should be able to answer

  • Where is that piece: storage, a gallery, or sold?
  • What did I price it at, and what did the companion piece sell for?
  • Where have I shown? What did I sell last year?

The private collector

"What do I own, what is it worth, is it insured?"

40 to 400 works by other people, bought over decades, hung across a house, an office, a second home and a storage unit. Some lent to museums; some inherited with paperwork of unknown quality. A broker asks for a list once a year. Past about 100 works across several places, nobody knows what they own without one.

Needs: value as a history (purchase price, dated appraisals, insurance value kept apart from fair market value). Location by wall, room, property and crate. Documents attached to works (for a collector, the paper is the provenance). Privacy by default; a public marketplace profile is a risk, not a feature. Something an heir can use.

Your catalog should be able to answer

  • What's on the insurance schedule, and what isn't yet?
  • What did each piece cost, and what's it worth now, on whose opinion?
  • Where is it, which piece is out on loan, and when does it come back?
11 · Six people, six jobs

The artist's estate

"What is the body of work, and how do we prove it?"

A painter has died. A spouse, an adult child or a former student now administers several hundred works, a studio, decades of slides and a record that stops somewhere before the end, because an artist who is ill stops updating a database long before they stop painting. Nobody here is a registrar, and the person doing the work is grieving and learning the job at the same time.

Within two years, often two months, they'll be asked by people who won't accept memory: an insurer wants a schedule; an estate-tax filing wants fair market value on a date; a gallery proposes a memorial show; a collector wants a work authenticated; a former student offers photographs of paintings nobody catalogued; a buyer twenty years from now wants to know the work is what it's said to be.

What makes it different: the maker can't be asked, so every record has to carry who said so and when. Works arrive from outside, with no number, an owner who isn't the estate, and someone's word as the evidence. The catalog splits in two, a public scholarly record and a private ledger of patrons and prices. And the horizon is fifty years.

Your catalog should be able to answer

  • What exists, and which of it do we actually hold?
  • For each work: who says so, when, and on what basis?
  • What was it worth on the date of death? What's it insured for now?
  • What was promised to whom, and who has borrowed what?

The gallery

"What can I sell, to whom, and what is on consignment?"

Two to eight staff, fifteen to forty artists, inventory mostly on consignment, a few art fairs a year, a mailing list that is the business's most valuable asset, and a website that has to look like the gallery.

Needs: consignment as a relationship with terms, dates, splits and a statement per artist, not a status. Contacts tied to what they've actually bought. A website fed from inventory, so a sold work stops being offered. Documents on demand. Something that works in a booth with no wifi.

What it forgets: the mailing list and sales history are its balance sheet, and they live inside a subscription. Ask for a sample export file before signing, not a feature list.

Your catalog should be able to answer

  • What's available, on hold, at the fair, or sold but not collected?
  • What do we owe each artist this quarter?
  • Who has bought work like this one?
11 · Six people, six jobs

The small museum or historical society

"What did we accession, and can the public see it?"

2,000 to 50,000 objects, one to three staff who touch the collection, volunteers, a board, an annual budget and an accreditation body. Unlike everyone else here, it has a registrar: somebody whose job is the record.

Obligations, not preferences: accession and deaccession under a written policy; loans in and out with agreements, insurance and condition reports; provenance research; repatriation law (NAGPRA) for anything in scope; public access that funders increasingly require; grant reports on what's been catalogued and digitized. It needs a person table with roles, interchange standards, and public pages with addresses that stay put.

The trap: adopting a cheap monthly product built for artists because the board approved that number. It holds the objects and not the accession records, and years later the institution leaves with a spreadsheet. The museum record model is available free as open-source software, or for a one-time price in the hundreds of dollars. The monthly option only looks cheaper.

Your catalog should be able to answer

  • When did this arrive, from whom, and under what agreement?
  • What's out on loan, to whom, insured by whom, until when?
  • What have we catalogued and digitized this year?

The catalogue raisonné project

"Is this work by this artist, and how do we know?"

A scholar, foundation or committee compiling every known work by one artist, usually after the artist's death, over years, with contributors spread out. It makes a claim that has to hold for a century: this is the complete list, and each entry is by this artist.

Needs: a source behind every assertion (which document, whose testimony, what date). Attribution with states (accepted, rejected, doubtful, under review) that change without erasing what was believed before. Publications and exhibitions as records of their own. Export in a standard format, and public pages that can be cited. A work known only from one line in a 1961 exhibition catalog, with no owner, location, price or picture, is a complete and valuable record here. An inventory system can't hold it, because its subject is a thing you have.

Your catalog should be able to answer

  • What's the basis for this attribution, and what did we believe before?
  • Where has this work been shown and published, under what title?
  • Which works do we know only from a photograph or a mention?
12 · Across all six

What the six have in common

The two people the market doesn't serve sit next to each other

The estate and the catalogue raisonné need the same things: arrivals, people with roles, claims with sources, works nobody owns. Almost no software company lists them as an audience. They're also the two whose work lasts longest.

Budget and need run in opposite directions

The gallery, which needs the least durable record, pays the most. The catalogue raisonné needs its record to survive a century and runs on a grant that ends. Free museum software exists because institutions built it for their own obligations.

Six habits, whatever you use

They work in any software, including a spreadsheet. Nobody sells them, and each one is worth more than the choice between two similar products.

1Number the work, and write the number on it

Permanently, on the back. Everything else depends on it. It costs nothing today and decides what can still be identified in thirty years.

2Photograph the back

Same resolution as the front, kept on the record. The verso is where provenance is physically written.

3Write down who told you, and when

Every fact that came from a person rather than a document should say whose word it is. In thirty years, that line separates "documented" from "attributed".

4Keep master pictures in a folder you control

Named by inventory number, backed up in two places. Then moving to new software moves records, not the irreplaceable files.

5Put the credit inside the picture

Embed the photographer's credit when exporting from the camera or editor, so attribution travels with the file into every system that won't record it.

6Export once a year, and open the file

Not to use it: to find out what it leaves behind, while the system that has the rest is still running.

For collectors: the one page for your heirs

Print an inventory with values. Store it with the will, and write on it where the catalog lives and how to get into it. The person who inherits the collection may not know the catalog exists.

Notes

What I want my catalog to answer

Write down the questions from this guide that matter to you, and any it missed.

What's next

Hear about the next workshop

We show the before-and-after for somebody's records, make changes to a working system while everyone watches, and then everyone in the room builds something of their own from their own records.

This workshop is for you if you keep your work, your collection or your estate records in a spreadsheet, in folders, or in a program nobody can open any more.

Leave your address and I'll write when the next one is scheduled, along with samples of what we've done for other participants.

ivantohelpyou.com/art/workshop/updates

Pass it on

If this guide is more use to someone else (an heir, a gallery, the person who'll inherit the paperwork), give it to them. It's licensed CC BY 4.0: copy it, share it or adapt it, even commercially, with credit to Ivan Schneider and a link to ivantohelpyou.com/art/workshop/resources. Pass it on whole, back cover and all — only the book cover art on it stays out of that licence.

A Field Guide to Cataloging Art
A companion to How to create a legacy, Tuesday, September 22, 2026, Mercer Island
Prepared by Ivan Schneider · ivan@ivantohelpyou.com
© 2026 Ivan Schneider · Licensed under CC BY 4.0 · ivantohelpyou.com/art/workshop/resources
LEON: A LIFE, book cover: Leon Schneider as a young man in a studio portrait before a painted beach

LEON: A LIFE

The true stories of Captain Leon H. Schneider. Leon came of age poor in New York during the Great Depression, hitchhiked across the country as a teenager, and joined the Merchant Marine. He was torpedoed twice in the Second World War, told to LIFE in August 1942, and spent two decades as a ship's officer.

As told to his son, Ivan Schneider.

"It was a bunch of stories before, but it became a life story."
Ivan Schneider, in Real Simple, February 2021

LEON: A LIFE cover © Ivan Schneider. Share it on this page, with this guide; reuse of the cover art on its own needs permission.