Selected Topics (full reference)

Version History

23.2 (18 Aug 2023)

Locality & Location Updates

Additional Locality Fields
LocalityVisit multiple People link
LocalityVisit.Rain
LocalityVisit.TaxaCount, IndividualCount
LocalityVisit.Url
LocalityVisitTargetSpecies

Occurrence Updates & Additions

Additional occurrence fields (brood, genotype, birthdate, deathdate)
Occurrence.CurrentIdentification update fix
Occurrence.Diameter
Occurrence.Rain
Occurrence.Temp
Occurrence.Store
Occurrence.Sublocality
Occurrence.VerificationStatus on autocreate disabled

Seed & Storage Calculations Fixes

Seed cryo calculations
Seed quantity calculations fixes
Seed Storage Allocation calculations redesign
Seed storage divider calculations fixed
Seed viability test calculations fix
Task SeedQuantity DateCompleted setting fixed

Documentation & Reporting

Docs generation, Docs generation fixes
Report copies printing speed fixed
Report multiple copies for collection object store

Model & Data Adjustments

New entity: Individual
Organization.EORINumber
Person identifier model
Resource, ResourceIdentifier, ResourceIdentifierPerson
Sex enum extended with Queen, Worker
TaxonomicName.SeedShortLived
TaxonomicNameList
TemperatureRegime.AfterRipening added

System & Technical Adjustments

Blazor anonymous login
Query builder improvements, grid options, exporting
SQL datasource timeout

Miscellaneous

Checklist model, CheckListItem log fields
Easytest config
GBIF checklist, GBIF publish fixes for occurrence
GBIF publishing fixes, GBIF publishing: checklist
ISS, ISS removed
ListView data access mode UI switch
Store collection objects stores aggregated removed
Store container counting tweak
Store.DisplayName update optimized
Store.UpdateDisplayName returned
Transaction object count fixed
Transaction.Purpose assignment from Transfer fixed
Transfer and Transaction Purpose Other appearance rule fixed

23.1 (19 Mar 2023)

Collection Objects

CollectionObject Active, Cryo, Base locations calculated fields added
CollectionObject LastAcceptedTest
CollectionObject null ref check
CollectionObject seed sampling quantities limits settings added
CollectionObject viability test prohibited warning
CollectionObject.GermplasmType (Term)
CollectionObject.IsQuarantined inheritance
CollectionObject.NumberOfSamples .ParentConsignment
CollectionObject.OriginalDateStored (calculated from CollectionObjectStore.Date)
CollectionObject.OtherId1
CollectionObject.OtherId2
CollectionObject.RemovedFromActiveManagement fields
CollectionObject saving optimization
CollectionObject.UpdateThumbnail check for empty is added
CollectionObject.ViabilityTest special handling on save
CollectionObject: CultivatedCollector, CultivatedOrganization fields added
CollectionObjectBatch.Collection
CollectionObjectStore.Date
CollectionObjectStore validation and free space calculation
CollectionObjectStore.IsEmpty and simpleAction_EmptyStore

Consignment Updates

Additional Consignment fields
Consignment model fixed
Consignment restriction inheritance
Consignment saving/refreshing when child collection object is created
Consignment total item count
Consignment.LegalOwner assignment
Consignment,AquisitionType, LegalOwner
Copy department from consignment

Viability Tests

Viability Test delete replicates confirmation message
Viability test replicate validation
Viability test speed improvement
Viability test: default replicate creation and handling
ViabilityTest calculations
ViabilityTest passfail
ViabilityTest replicate setup
ViabilityTest treatments and timepoint
ViabilityTest validation improved

Transaction Collection Objects

Transaction CollectionObjects validation
TransactionCollectionObject cloning
TransactionCollectionObject nested listview records validation
TransactionCollectionObject noncloneable fields
TransactionCollectionObject Quantity AppearanceRule
TransactionCollectionObject seed fields
TransactionCollectionObject.Date autofill

Seed Calculations and Tasks

Seed calculations
Seed counting fields interaction
Seed object store
Seed quantity warnings
Seed store suggest

Miscellaneous

Web Client Mapping
Additional restrictions
Availability Status - Update When Original Date Stored Populated
Bionomia
Calculations.CalculateSentAmount
CustomEditorAliases
DataSource builder (renamed from Query)
Department, address autofill for Transfer, Transaction
Design Child Storage
Diagram
Docs generation
Duplicate.Store
EarthCapeManager application
Enum TransactionPurpose.Conservation added
Species+
GBIF publishing working for occurrence and images
GIS, Win MapProject saving when closing map window
Importer Beta module added
ImportData action added back to win project as an additional import option
InternalTransfer: Transaction
Lab model
LastBestTest
Logistics view models
MapControl speed up
Multi Storage improvements
New object dropdown removed lab objects
New object list edited
Organization.Department
Poisonous warning on consignment
Query builder test
Query builder
Query builder results grid
Query Builder settings controlled table and column list
Restrictions appearance rules
RestrictionType1 updated
Settings.TaskDateCompleted for all task subtypes
Task duration defaults
Task duration options
Task end date
Task navigation model
Task StartDate and Date Completed auto fill and settings
Task temp av, min, max fields added
Transaction and Transfer AssignedToUser2
Transaction.Type
Vernacular names
WebAPI objects
Win encrypt config connection string
Win Gantt Editor test
Zenodo publishing (collection object)

22.3 (13 Jun 2022)

Collection Objects & Sequences

Collection.Order
CollectionObject. Sequences
CollectionObject.Sequences and Sequence fields, sequence related objects
CollectionObject id generation
CollectionObject Importer properties: ImportedUpdateBy, ImportedUpdateOn, UpdatedByImport, ImportedBy, ImportedOn, CreatedByImport
CollectionObjectDamage.FungalContamination
CollectionObject.HasSporePrint
Collection Object Save and CLose, Save and New handling
Sequence fields
Sequence - CollectionObject associations
Sequence.DDBJ
Sequence and win editors for repositories links, BOLD, ENA, GenBank, Unite

Occurrence Details & Adjustments

Occurrence.SubstrateText
Occurrence.Restrictions
Occurrence import field attributes
Occurrence/Identification.TaxonomicNameId
Occurrence.PublicComment
Occurrence.Substrate
Occurrence.LabelText size unlimited
Occurrence: Pick Substrate and other Name fields

Identification Fixes and Adjustments

Identification.CollectionObjectInspected -> occurrence fix
Identification.DetailView Occurrence added
Identification.Occurrence populate from CollectionObjectInspected
Identification.IsOriginal

Importer Adjustments

General fixes
Ignore duplicates option
SpreadsheetImport.Errors added to import snapshot
fixing populating keys
Coordinates recalculation on import
Multiple records error message
Cell change light blue
AvailableFields adds occurrence if collection object
multiple handling improved
SelectFromDuplicates action added

TransactionCollectionObject Adjustments

TransactionCollectionObject Find Items
TransactionCollectionObject non cloneable fields
TransactionCollectionObject controller adjustment
TransactionCollectionObject made clonable
TransactionCollectionObject Set Status TargetViewSetting=Nested
TransactionCollectionObject view added to navigation

Miscellaneous Adjustments and Additions

Net 6 migration
New entity: LifeStage, Occurrence.LifeStage
Model: listview reset filter for lookups
TemporaryNameReason.AwaitingImport added
ExColl.Person
Transfer.ReceiptAckDate
TransactionDueDateExtension update
Document update Country from org
SpecialCharacters model
SpecialCharacters form as separate window
Win MapWindow pushpin re-center on update
LocalityVisit model
LocalityVisit Consignments, Documents
Filter by list, add objects verify
SpecimenType.Allotype added
Substrate model
Substrate, SubstrateQualifier
Term, ObjectQuality log fields missing
GBIF lookup taxonomy, settings. GBIFDefaultDataset
Win: value mouse wheel removed from TextEdit
TaxonomicName fields visibility
LoanReturn small adjustment
Party.FirstAddress editable
AD user creation
CurrentObject fix for InstantFeedbackView
Updater, admin user creation
Model, Rule ConsignmentExchangeAgreementMissingWarning
Model TransactionCollectionObject_listview
Model: PostalCourierService
Model: Identification list view
Transfer Assign user only for shipment
Type designations remove - update object

22.2 (09 Mar 2022)

new web client (blazor)
new api client (webapi)
CollectionObject LegalOwner settings,OwnOrganization null check emeyke

22.1 (22 Feb 2022)

Transaction Adjustments & Fixes

Transaction New action list fixed
TransactionCollectionObject.Status SetStatus action list fixed
Transaction item count calculation fixed for Donation
Transaction item count excludes cancelled and rejected
Transaction updates
TransactionCollectionObject.Transfers -> Aggregated
TransactionCollectionObject.MultipleCountries
TransactionCollectionObject.CountryUnknown=true by default
TransactionCollectionObject.Status enhancement (lost, returned)
TransactionCollectionObject.Identifiers
TransactionStatus.Recalled DispatchType.Email
TransactionPurpose.ReturnToOwner
TransactionDueDateExtension auto-update
Transaction Return polishing
Transaction Due date extension
Transactions and Transfers improvements
Transfer Items Count for Acquisitions and Incoming Borrows
Transfer.Direction
TransferPackage.CalcVolumetricWeight fix
New TransferTransactionObject
Borrow from Transfer fix
DueDateExtensionStatus

Occurrence Adjustments & Updates

Occurrence Update Restrictions
Occurrence.Tdwg lookups
Occurrence TDWG levels refresh and logic
Occurrence.Reference/Dataset/RecordSets added
Occurrence.AttachmentCount
Occurrence restrictions inheritance

CollectionObject Adjustments & Fixes

CollectionObject.Occurrence.Date partial date formatting fixed
CollectionObject.AvailabilityStatus->DisposedDonated if in Donation
CollectionObject.AvailabilityStatus update from TransactionCollectionObject
CollectionObject.ContainerVolume

Reporting Adjustments

Multiple copies print fix
Multiple copies report print fix
Report save document name
Report.Team

Person & Organization Adjustments

Person org dependent lookups
Person lookup list view filter by org
Organization-Person autofill fixed

Miscellaneous Adjustments & Fixes

Display users with access action disabled by default
Display user roles
ConsignmentDisposal.Destroyed added
Min, Max values model extension
PostalAddress text line fix
Grid Export text, CSV Unicode
Spreadhseet datatype autofill
MDO list view config
Return functionality adjustments

22.0 (10 Jan 2022)

Transaction Adjustments & Improvements

Transaction loan workflow and calculations
Transaction, consignment, shipment additional fields
TransactionRequestorType
TransactionPurpose extended
TransactionFamily
Transaction item count
Transaction data sheet
TransactionCountries and Families
TransactionDocuments and attachments
Handle empty transaction objects as acquisitions
Make return from within transaction objects via consignment
Transactions/Transfers improvement
Transfer packages count fix
Transfer returns
Settings add option for common id generator for transfers and transactions
Consignment and Shipment are now Transfer subclasses
Consignment restrictions approval
Consignment restrictions inheritance
Consignment Documents
Consignment fields
Team Consignment batch
Team transactions
State machine enabled
State machine PDF generation

CollectionObject Adjustments

CollectionObject.ObjectCount
CollectionObjectBatch fields
CollectionObject remember values for Accession and Availability status and preparation method
CollectionObject Legal Owner Country fixed
ColectionObject Loan status update

Occurrence Adjustments & Updates

Occurrence restrictions inheritance
Occurrence LatLong rules
Occurrence.CITESControlled
TDWG geography on occurrence
TDWG autofill

Logistics & Shipping Adjustments

Logistics improvements
Document generation
LoanReturn barcode scanning automation
Shipment autofill organization and address when created from transaction
Shipment dimensions and volumetric weight
Shipment packages calculations fixed

Document & Reporting Adjustments

DocumentType
DocumentStorage object
Win Report preview can save document as PDF to object
Print Multiple report copies (win)
State machine report

Personnel & Organization Adjustments

JobTitle object
Organization.Attention
Teams and TeamUsers
PostalAddress fields adjustments
PostalAddress formatting
PostalCourier and PostalCourierService

Miscellaneous Adjustments & Fixes

AD TEST installer
CITES fields
Donation and Sample transactions
Permit object added
TypeDesignation hierarchy
Loan additional fields
Settings.OwnOrganization
Importer ProjectObject auto association (Spreadsheet.Project)

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

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)

20.1.4 (10 Feb 2020)

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

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

18.3.2 (29 Oct 2019)

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

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)

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

18.2.7121 (1 July 2019)

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

18.2.7101 (18 June 2019)

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

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.

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

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 ## run on a newer database
SQLite database configured as default for Windows Client

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