This documentation is under construction. It will be updated on a regular basis.
Selected Topics (full reference)
- 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
What's New
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
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:
Update log
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