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feature request #6413

[DISCUSS] How to create type duplicates (e.g. isotypes) for a taxon name

Added by Patrick Plitzner about 2 years ago. Updated 10 days ago.

Status:
Resolved
Priority:
Priority14
Category:
taxeditor
Target version:
Start date:
02/08/2017
Due date:
% Done:

50%

Severity:
normal

Description

Coming from the name editor it is currently only possible to add a new type designation in order to create a type specimen.
If the user wants to create an isotype i.e. a duplicate of the recently added type specimen it is not possible to create a "real" duplicate that shares the same FieldUnit. For this the user has to switch to the specimen editor.

How could the interface look like to directly create an isotype (or any related type) coming from the name editor?

  • the specimen wizard could be shown with all the FieldUnit data already entered (because the new DerivedUnit is already a child of the existing FieldUnit
  • a reduced wizard where the user can only select the collection is shown
  • ...

WGB:

Auch hier wäre natürlich eine Möglichkeit, mehrere Specimen gleichzeitig zu Isotypen zu erklären, ausgesprochen nützlich – alle Specimens einer Field Unit sind ja normalerweise Typen.

...

Hier wäre eine Kontextmenüfunktion Add – Specimen duplicates sehr komfortabel, in die man eine Liste von Herbarabkürzungen eintragen kann, die dann entsprechend zu Specimen gemacht werden (ggf. unter Erzeugung einer neuen Collection) (#6665)

Possible solution in the details view of name editor:

  1. First we could add a new button/extend the functionality of the +-button to create a new type designation
  2. The button will open a dialog where you can select the field unit on which the new specimen duplicate is based. If there is only one field unit then this step can be skipped and the only field unit is selected
  3. Another dialog opens where you can specify the accession number, collection and what kind of type it is(holo, lecto, etc.)
  4. As a first implementation step, it is only possible to create one specimen duplicate
  5. As a second step it should be possible to enter a list of accession numbers, collections and types to create multiple duplicates

Note on algae data: generally the common parent for duplicates must not be field units but also can be derivatives like cultures. However, for most cases the relationship between field unit and final specimen is most important so in a first step it is enough to use the field unit as the common parent. If a user wants to model this more exactly he/she should go to specimen tree editor afterwards.

Note on available status: Usually we do have status pairs, a holotype has isotypes, a neotype has isoneotypes, a lectotype has isolectotypes, etc. as possible duplicates. We should consider this when offering default status or a list of sorted status where the most probable status is shown on top


Related issues

Related to Edit - feature request #6665: Add "Add specimen duplicate" context menu item to specimen editor New 05/22/2017
Related to Edit - feature request #6718: Constistent TypeDesignation representation creation New 06/12/2017
Related to Edit - feature request #7460: Duplicate button for TypeDesignations in SpecimenTypeDesignationWorkingsetEditor New 06/07/2018
Related to Edit - feature request #8136: Implement sources for type designations in TaxEditor Resolved 02/24/2019
Related to Edit - feature request #8135: Implement verbatim type information in TaxEditor New 02/24/2019

Associated revisions

Revision 99366401 (diff)
Added by Patrick Plitzner 10 days ago

ref #6413 Add service method for duplicating type specimen

Revision 0661b3e6 (diff)
Added by Patrick Plitzner 10 days ago

ref #6413 Add "Clone Type Duplicate" option to name details view

Revision 80a540f2 (diff)
Added by Patrick Plitzner 10 days ago

ref #6413 Implement type duplication in type detail section

Revision 18a3973f (diff)
Added by Patrick Plitzner 10 days ago

ref #6413 Disable non-editable text fields

Revision 46567e3a (diff)
Added by Patrick Plitzner 10 days ago

ref #6413 Throw exception for more than 1 or 0 FieldUnits

History

#1 Updated by Norbert Kilian about 2 years ago

My preferred solution: an option (with similar functionality as the "add new specimen" option for a field unit in the specimen editor) to create a duplicate of the existing type. Should open the wizard?/window as in specimen editor but with "General" reduced to the title cache field, and with the specimen details as they are, "Sources" "Identifiers" and "Options" may also stay.
Norbert

#2 Updated by Andreas Müller about 2 years ago

  • Subject changed from [DISCUSS] How to create types (isotypes) for a taxon name to [DISCUSS] How to create type duplicates (e.g. isotypes) for a taxon name

#4 Updated by Andreas Müller about 2 years ago

  • Priority changed from New to Highest
  • Target version changed from Unassigned CDM tickets to Release 4.7

#5 Updated by Andreas Müller almost 2 years ago

  • Target version changed from Release 4.7 to Release 4.8

#8 Updated by Andreas Müller almost 2 years ago

  • Description updated (diff)

#9 Updated by Andreas Müller almost 2 years ago

  • Description updated (diff)

#10 Updated by Andreas Müller almost 2 years ago

  • Related to feature request #6665: Add "Add specimen duplicate" context menu item to specimen editor added

#11 Updated by Andreas Müller almost 2 years ago

  • Description updated (diff)

#12 Updated by Andreas Müller almost 2 years ago

  • Description updated (diff)

#13 Updated by Andreas Kohlbecker almost 2 years ago

#14 Updated by Andreas Müller over 1 year ago

  • Target version changed from Release 4.8 to Release 4.9

#15 Updated by Andreas Müller over 1 year ago

  • Target version changed from Release 4.9 to Release 4.10

#16 Updated by Andreas Müller over 1 year ago

  • Target version changed from Release 4.10 to Release 4.11

#17 Updated by Andreas Müller over 1 year ago

  • Target version changed from Release 4.11 to Release 4.12

#18 Updated by Andreas Müller over 1 year ago

  • Target version changed from Release 4.12 to Release 4.13

#19 Updated by Andreas Müller about 1 year ago

  • Target version changed from Release 4.13 to Release 4.14

#20 Updated by Andreas Müller about 1 year ago

  • Target version changed from Release 4.14 to Release 5.0

#21 Updated by Andreas Müller about 1 year ago

  • Target version changed from Release 5.0 to Reviewed Next Major Release

#22 Updated by Andreas Müller about 1 month ago

  • Priority changed from Highest to Priority14

#23 Updated by Patrick Plitzner 27 days ago

  • Related to feature request #7460: Duplicate button for TypeDesignations in SpecimenTypeDesignationWorkingsetEditor added

#24 Updated by Andreas Müller 27 days ago

#25 Updated by Andreas Müller 27 days ago

#26 Updated by Patrick Plitzner 27 days ago

  • Description updated (diff)

#27 Updated by Andreas Müller 27 days ago

  • Description updated (diff)

#28 Updated by Andreas Müller 27 days ago

  • Description updated (diff)

#29 Updated by Patrick Plitzner 27 days ago

  • Target version changed from Reviewed Next Major Release to Release 5.6

#30 Updated by Patrick Plitzner 13 days ago

  • Description updated (diff)
  • Status changed from New to In Progress

#31 Updated by Patrick Plitzner 10 days ago

  • Status changed from In Progress to Resolved
  • Assignee changed from Patrick Plitzner to Andreas Müller
  • % Done changed from 0 to 50

The first implementation allows selection one of the already existing specimen type designation for creating the duplicate. You can specify collection, accession number and type status.

The specimen will be pre-selected if only one type designation exists.

The option to duplicate will not appear if there are no type designations yet.

This was tested on the nightly build.

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