This documentation is under construction. It will be updated on a regular basis.

Selected Topics (full reference)

  • Download EarthCape Windows Client
  • Download EarthCape Web Client
  • Supported databases
  • Database structure
  • System requirements
  • Installation
  • Application platforms
  • Data import
  • Application customization
  • Views
  • Security
  • Molecular Laboratory (LIMS)
  • Win Mapping (GIS)
  • Web Mapping (Google/Bing)
  • Dashboards
  • Reporting
  • GBIF
  • INaturalist
  • iBOL BOLD
  • Data Package - frictionlessdata.io

DevExpress Components Reference

  • Windows Elements
  • Web Elements

Application Reference

  • Projects
  • Datasets
  • Species
  • Units
  • Localities
  • Broods
  • Record sets
  • References
  • Sample images
  • Attachments
  • Sequencing
  • Family
  • Genus
  • Higher taxa
  • Synonymy
  • Taxonomic names
  • Locality visit
  • Map project
  • Administrative
  • DNA extracts
  • PCR protocols
  • Store
  • PCR runs
  • PCR products
  • Sequencing runs
  • Sequencing results
  • Genes
  • Primers
  • Sequencing
  • Email templates
  • Excel Import
  • App model
  • IO configuration
  • Projects
  • People
  • Project contacts
  • Project Events
  • Dataset Contribution
  • Email templates
  • Store
  • Habitats
  • Calendar
  • Tasks
  • Licenses
  • Roles
  • Users
  • Dashboard Definitions
  • Reports

EarthCape UI Elements:

  • Windows UI
  • Web UI

Version History

21.8 28 Sep 2021

  • CollectionObject and Occurrence to replace Unit
  • CollectionObject, Occurrence, Consignment restrictions
  • Collection specific CatalogueNumber generation logic settings
  • Condition checks
  • Agreement, License, Permit Document objects
  • Transactions improvements
  • Identification object extension
  • CatalogueNumber input masks options
  • Win Client mapping libraries updated
  • CollectionObject StorageName handling
  • Deaccession and Destruction processes
  • Import Spreadsheet improvements (field matching logic settings)
  • CollectionObject Availability Status
  • State Machine module
  • TDWG geographic objects
  • Imported spreadsheet snapshot stored and linked to data
  • Collection Object damage
  • User customizable view variants
  • Connection string encryption
  • Separate installer for EasyTest client deployment

21.7 31 Jan 2021

  • Build pipeline improvements
  • Organization-Project links
  • MySQL lower case provider
  • Web map shows geometries
  • Active Directory Win Client dedicated installer
  • Spreadsheet improvements

20.5(6) 14 Nov 2020

  • Middle tier application (Application Server)
  • Import Spreadhseet
  • Settings added
  • Logistics improvements (consignments, shipments, loans, borrows)
  • Doc generation
  • Core libraries updates
  • Bug fixes

20.4 23 Apr 2020

  • TaxonDistribution
  • DataPackage export metadata extended
  • BOLD DataPackage improvements
  • Zenodo publish speciment (experimental)
  • LocalityVisit fields added

Version 20.3 (02 Mar 2020)

  • Web map: coloured Unit pins by UnitType
  • Web forms: grid lookup dropdowns
  • Unit tasks
  • Win: UnitTask Gantt view
  • People: Import VCF (Win only)

Version 20.1.4 (10 Feb 2020)

  • Zenodo file upload: improved reference and metadata
  • Dataset specific view management: autolink new unit to current dataset

Version 20.1.2 (31 Jan 2020)

  • Win Client:
    • preliminary data package export
    • Zenodo file attachment upload
    • overall performance enhancements
    • application startup time improved.
    • enhanced find panel capabilities
    • collapsible layout group option
    • custom configurable data entry wizards
  • Web Client:
    • overall performance enhancements
    • friendly URLs (e.g. /Dataset_DetailView/1e8adc1c-4875-4061-8ba4-29d5cb4aeafa/)
    • table batch editing
    • user registration from login screen

Version 18.3.2 (29 Oct 2019)

  • GBIF Occurrence download for TaxonomicName
  • GBIF Occurrence download for Dataset
  • INaturalist observation upload

Version 18.3.1 (30 Sep 2019)

  • Project GrSciColl download from GBIF
  • BOLD record download (beta)
  • Labbook rich text editor word wrap removed
  • Win Client GIS: converting geographical coordinate strings from several formats to decimal degrees
  • Lab Sequence object
  • Win Client list view horizontal scrolling enabled
  • Generating dataset specific unit views depending on used fields (beta)

Version 18.3.0 (11 Sep 2019)

  • GBIF publishing via Zenodo
  • INaturalist download individual units by INatId
  • INaturalist download project to record set
  • Predefined DwC listview geodeticDatum
  • TaxonomicName: GBIF update status only
  • TaxonomicName: update parent fields
  • Tools/dataset - add contributors
  • Units: Export DwC-A from Win Client
  • Basic Search Units form
  • Dataset: publish metadata fields
  • DwC dynamicProperties configuration via model
  • DwC-A export encoded
  • Fields: Dataset.GBIFProjectCode
  • Fields: Dataset.Keywords
  • Fields: Lab PcrDnaExtract.Store
  • Fields: Locality.Type
  • Fields: Project.GbifCreatedBy
  • Fields: Unit.BoldBin, Unit.BoldSent
  • Fields: Unit.Country/State/Province/Town fields added
  • Fixed: Unit Attachment filter list
  • Fixed: Unit impossible to clear date field

Version 18.2.7121 (1 July 2019)

  • New: GBIF dataset publishing from both platforms.
  • New: DwC-A export

Version 18.2.7101 (18 June 2019)

  • New: Win: Rich Text Mail Merge Templates.
  • Updated: Material Transfers (loans, gifts, exchanges)
  • Updated: Material Accessions/Deaccessions

Version 18.2.7091 (6 June 2019)

  • New: Win: Darwin Core Archive export test version.
  • New: Lab: DnaExtract.StorePosition.
  • Fixed: Win: KML export fix.
  • Attachment logic reworked.

Version 18.2.7071 (12 May 2019)

  • Lab: information messages when dna extracts created for selected units.
  • Lab: information messages when dna extracts added to a PCR run.
  • Lab: information messages when pcr products added to a sequencing run
  • Required field values for Name fields
  • Unique field value rule for UnitID field in Units
  • New: Web mapping Get current position command.
  • New: Win mapping: new map control (beta) that uses tiles from Open Street Maps and Bing as background.
  • Fixed: CreatedBy, CreatedOn, LastModifiedBy, LastModifiedOn are not updated in certain situations

Version 18.2.7045 (16 April 2019)

  • New: Device and DeviceMeasurement objects
  • New: Lab: SequencingRun/Arrange Plate command creates well labels for sequencing lab submission sheet
  • New: Lab: SequencingRun samples batch update
  • New: Web: Lab and Logistics (material transfer) modules added
  • New: Web: Projects are now mappable
  • New: Lab: Sequencing run is treated as Tasks with according attriburtes
  • New: Web: Image attachments gets dynamic zoom preview
  • Fixed: Import/Export (IO) menu command missing
  • Fixed: CreatedBy, CreatedOn, LastModifiedBy, LastModifiedOn fields are excluded from record cloning
  • Fixed: Win/Lab:PCR run lab book word page displayed empty under certain conditions
  • Fixed: Lab: DNAExtract default property set to Code (required by excel importer)
  • Fixed: Win/Lab: PCR runs list takes long time to load
  • Removed preventing application of older version run on a newer database
  • SQLite database configured as default for Windows Client

Version 18.2.6955 (15 January 2019)

  • New: Draft Win Client documentation
  • New: Skins and svg icons in Windows Client
  • New: Lab: Improved labbook/notes page including word processor (RTF) page and spreadsheet editors in Windows client
  • Fixed: "Filter list" search in DnaExtracts
  • LocalityVisit own map preview in detail view (needs configuration via model editor)
  • Windows and web UI elements documentation
  • Lab: Primer.Gene property
  • Lab: RePcr action links new PCR product to source product
  • Lab: PCR run is treated as Tasks with according attriburtes
  • ProjectContact: Author list generation includes second option
  • Documentation re-generation in test functionality (blog post)
  • 10 November 2018

  • New: **Win client: **update navigation and icons

  • New: **Localization: **Russian language resources updated
  • Fixed: ENA linkout fixed in web client

19 October 2018

  • New: Event calendar
  • New: Task management
  • New: **GBIF (DwC) **unit view variant
  • New: Excel importer with fields mapping (win, web) and folder watching (win only).
  • New: Touch UI mode for windows client optimized for touch screen
  • New: SQLite database embedded with Windows Client and used by default with new installation

27 September 2018

  • New: **Sanger sequencing **automatic plate generation.
  • New: PCR protocol data type that can be linked to PCR run. Win Client only at this point.
  • Small fixes in GBIF taxonomy import

30 August 2018

  • New: **PCR run **lab book (rich text document) page on Win client.
  • New: Sequence run (Sanger) records with a list of amplified DNA extracts
  • New: Win Client: GIS Lat/Long recalculate command added
  • New: Tab pages with list inside the form view now show amount of records in captions
  • XML export files size can be smaller due to exclusion of empty fields option
  • v18.1 Numerous minor fixes and improvements

9 February 2018

  • New: DnaExtract search by providing a list of IDs
  • New: DnaExtract Comment field added
  • New: Win Client: GIS Lat/Long recalculate command added
  • New: Store and DnaExtract: created and last modified log fields are added
  • Fixed: DnaExtract Excel import failed
  • Fixed: Locality.Length field overwritten for point geometries
  • Tip: Searching large tables

7 January 2018

  • Updated: GBIF integration - Taxonomic name type gets additional field -GBIFValidTaxonomicName. Updates automatically when GBIF name checking picks up SYNONYM status.

17 October 2017

  • New: Data import:
    • Import command for web client
    • Storing import file in the database as attachment
    • Optional import GBIF backbone taxonomy for newly created taxonomic names on import
    • Check for non-existing fields and aborting if found
  • New: Create field command for win and web clients
  • New: Save view variants under user defined names
  • New: Reporting module for web client
  • New: Home page with editable content
  • New: Remember me option at login
  • New: Database usage statistics (hidden at this point)
  • New: Base map (Google and Bing) search (geocoding).
  • New: Create new record by clicking a map (Latitude and Longitude fields are populated) for Localities, Units, and Projects
  • New: Search/lookup drop down editors
  • New: Inline editing of Unit records in web client
  • New: Table view layout (e.g. column order and visibility) cloning and saving under user defined name.
  • Fixed: Hiding actions depending on object permissions
  • Fixed: Hiding linked objects without read permissions
  • Fixed: Web dashboards creation and saving

10 August 2017

  • New: Column customization on web client (screenshot)
  • New: Ctrl+click in web client navigation to open a section in new browser tab.
  • New: Anonymous (public) login and permission configuration
  • Minor fixes

July 2017

  • New: Email module
  • New: Sequencing - "Filter list" command
  • New: Locality object updates Lat/Long fields from Geometry (WKT) on saving
  • New: Navigation items open in new browser tabs when using Ctrl+Click
  • New: All passwords are encrypted and verified using RFC 2898 algorithm. This mode is FIPS-compliant.
  • New: WKT and Lat/Long fields synced automatically. Excel import can now use just Latitude and Longitude fields instead of WKT
  • New: Register new user (Default role is assigned) and reset forgotten password at login
  • Fixed: "Show units" did not work for Habitat, Brood and Dataset objects
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