EDIT

# Cdm Platform Roadmap

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## CDM Platform 5.8 (scheduled for Jun 3rd, 2019)

*Issues: {{ref_issues(-f:fixed_version_id = 273 , -c)}}*

 **What will be new?**

## CDM Platform 5.7 (released on May 6th, 2019)

*Issues: {{ref_issues(-f:fixed_version_id = 269 , -c)}}*

 **What's new?**

* **Data Portal**

 * Bugfix for setting the feature tree for the general page

* **TaxEditor**

 * some urgent bugfixes for character matrix editing 

 * possibility to define area specific distribution status for distribution editor (UI for setting this preference is still missing)

 * some bugfixes

* **Web editor (Phycobank registration UI)**

    * All comboboxes for references are making use of the ellypsed reference labels

    * The TaxonNamePopeditor now supports editing the nomenclatural status

    * Name type status filter in registration search simplified

    * and some bugfixes

{{ref_issues(-q:Release5.7 , id, subject, status)}}

*Downloads:*(not yet available) [TaxEditor](https://dev.e-taxonomy.eu/download/taxeditor/5.7.0/), [CDM Server](https://dev.e-taxonomy.eu/download/cdmserver/5.7.0/), [Data Portal](https://dev.e-taxonomy.eu/download/dataportal/5.7.0/)

## CDM Platform 5.6 (released on Apr 12th, 2019)

*Issues: {{ref_issues(-f:fixed_version_id = 268 , -c)}}*

*Downloads:* [TaxEditor](https://dev.e-taxonomy.eu/download/taxeditor/5.6.0/), [CDM Server](https://dev.e-taxonomy.eu/download/cdmserver/5.6.0/), [Data Portal](https://dev.e-taxonomy.eu/download/dataportal/5.6.0/)

 **What's new?** 

* **Data Model**

 * feature trees have been refactored to typified Term trees which support any type of terms

 * added term types to term vocabularies

 * added structure, property and regional modifier as new term types

* **Data Portal**

 * added time period for description elements in data portals

 * improve user profile settigs in cdm_dataportal

 * harmonize registrationId links and make testing easier

 * improve image gallery settings labeling

* **Import/Export**

 * name facts added to cdm light export

* **TaxEditor**

 * term editor 

        * add "plural" to representations

        * new term editor for structures, properties, regional modifers

 * feature/term tree editor 

        * feature trees became more generic and support all types of terms (not yet fully available in editor)

        * restrict editor according to typified term trees

 * name editor

         * creating duplicates of specimen type designations

 * update of open data after updating subtree operations (update publish flag and update sec reference)

 * user selection dialogs for group members filter out already added users

 * name facts now editable, when selecting name in details view and in name bulk editor

 * sources can be added to type designations

 * Bugs

       * changing of title cache of a factual data set was not possible

       * selection dialogs for teams or persons did not filter out institutes

       * insufficient rights lead to missing focus in name editor

       * fixed title cache issues for taxon descriptions

* **Web editor (Phycobank registration UI)**

    * User friendly message when accessing editors with unsufficient permissions (#8218)

    * Registry curator can unlock a published registration for minor changes (#8192)

    * Solving a major performance problem related to uninomial und specific epithet comboboxes (#8176)

    * Better lables for popup editors breadcrumbs  (#7962)

    * ReferenceEditor: optional validation for completenes of Partial values in datePublished (#7968)

    * Create blocking relations for un-registered names which are to be used in nomenclatural acts (#8050)

    * TaxonNamePopEditor: name part field visibility not correct for all ranks (#7963)

    * ReferenceEditor: filter inReferences ONLY by applicable reference type suppess Generic and NULL (#8149)

    * ReferencePopupEditor: When coming from NameEdior editing of the inreference should not be blocked (#8191)

    * Bugfixes:

        * Fixing enabled state of edit buttons in combobox widgets (#8217)

        * Solving multiple problems related to problems with hibernate session an transaction handling

        * Problem with inserting a section - inReference is "lost" (#8097)

        * Error saving name type designation editor due to problem in poupeditor context (#8099)

{{ref_issues(-q:Release5.6 , id, subject, status)}}

## CDM Platform 5.5 (released on Feb 14th, 2019)

*Issues: {{ref_issues(-f:fixed_version_id = 267 , -c)}}*

*Downloads:* [TaxEditor](https://dev.e-taxonomy.eu/download/taxeditor/5.5.1/), [CDM Server](https://dev.e-taxonomy.eu/download/cdmserver/5.5.3/), [Data Portal](https://dev.e-taxonomy.eu/download/dataportal/5.5.0/)

 **What's new?**

* **Data Model**

 * removed/added some attributes from certain attribute types (e.g. removed *date published* and *authorship* from journals and print series, added ISBN to Proceedings)

* **CDM Server**

 * Available as docker container

* **Import/Export**

 * taxon (tree)index added to CDMlight export

* **Dataportal**

 * improved registration page, now showing the complete nomenclatural act data and registration metadata

     * human feedback to users in case a registration is not public or does not exist

 * improved diplay of type designations

 * improved display of registrations in lists like in search results and reference page

 * reference page shows name relations

 * details page for field units improved 

 * some bugs fixed

* **TaxEditor**

 * Distribution editor

     * use new table frame work (so called NAT tables), offering improved usabilty and functionality like filtering, column freezing etc

     * improved area selection dialog

     * bug fixes

 * Preferences

     * new menu structure for local preferences (not fully completed yet)

     * serverside preferences and local preferenced unsing same user interface pages

     * translation to German completed

     * improved handling of "(allow) override" functionality

     * improved handling of default values

     * (the last 2 will be further developed into 1 system with one of the next releases)

 * References

     * DOI available as attribute

     * warning for multiple usage of references also in details view (not only in editing dialog)

     * improved attribute selection for specific reference types (see data model section above)

 * Rights&Roles

     * Role "remoting" added, only users belonging to a group with role remoting are allowed to open data in TaxEditor 

 * Term editor

     * performance improved

     * 2nd symbol for terms available

     * Bugs/exceptions when moving or adding terms fixed 

 * Feature tree editor

     * drag&drop from (feature) term editor available

     * Right click menu added (replacement for buttons)

     * copy&paste added (for the rare case that a feature should be reused within the tree)

 * Name editor

     * invalid designations available similar to pro parte synonyms and misapplied names (formatting not yet correct)

 * Description/Character Editor (experimental, multiple improvements)

 * Taxon node wizard improved

 * Automated deduplication of references and authors works also for new taxon dialog (before it worked only in name editor)

 * Bugs

     * Improved (title)cache updating

     * Empty dialog for File -> New -> Reference -> Change reference type fixed

     * Some exceptions thrown in term editor fixed

     * sometimes invisible deduplication icons fixed in bulk editor

     * handling of deleting new+unsaved records fixed in bulk editor    

* **Web editor (Phycobank registration UI)**

   * Reference editor

        * Reference editor: Label In proceedings in InProceedings missing

        * ReferencePopupEditor: saving a newly created inreference is not refreshing the inrefernce field with the new entity

        * ReferencePopupEditor: apply sensible reference type pre-set for in references 

        * ReferenceEditor: filter inReferences by applicable reference type

        * ReferenceEditor misses institution, organization and school fields

   * TaxonNameEditor: 

        * Entering data for name parts (genus, specific epithet) is now required

        * Exclude current name from name relationship comboboxes  

        * orthographic name correction available

   * Registration start view:

        * Reference combobox to offer two search modes

        * Exclude irrelevant reference types from list of existing publications

   * Registration Workingset Editor

        * A couple of severe bugs fixed

        * realiably setting registration date when status is set to PUBLISHED

   * Registration search 

        * Registration items in list view is using the wrong button icons for blocking regs and validation errors

   * SpecimenTypeDesignationEditor

        * Display of altitude fixed and also a related problem when saving

        * GeoLocationField uses OpenTopoMap

        * Collection date supports timespans

        * Improved user feedback

        * Geolocation 

             * Suopport for reference systems

             * Map shows error radius

   * cdmlib-vaadin UI widgets

        * Reference combobox options with ellypsed reference titles 

        * ToOneRelatedEntityCombobox validation fixed, layout problems solved

        * PopupEditors notify user on editor changes and allow the user choose from discard or save in a dialog

        * PopupEditors show editor context information as 'breadcrumbs' in the header or toolbar.

   * Label improvements

   * Permission and security improvements

   * Performance improvements

   * Classification fragments are managed in a non cyclic directed graph, this mainly improves the search capabilities 

        * Automatic management of the graph during editing of RegistrationStatusFieldInstantiator  

   * Bugs fixed:

        * Massive memory consumption problem solved

        * Multiple representations problems fixed 

        * LazyInitializationExceptions fixed

        * Fixing problems with possibly corrupted hiberante sessions

   * Complete removal of the rejected messaging prototype implementation

{{ref_issues(-q:Release5.5 , id, subject, status)}}

## CDM Platform 5.4 (released on Oct 25th, 2018)

*Issues: {{ref_issues(-f:fixed_version_id = 266 , -c)}}*

*Downloads:* [TaxEditor](https://dev.e-taxonomy.eu/download/taxeditor/5.4.0/), [CDM Server](https://dev.e-taxonomy.eu/download/cdmserver/5.4.0/), [Data Portal](https://dev.e-taxonomy.eu/download/dataportal/5.4.0/)

 **What's new?**

* **Documentation**

 * online webservice documentation was broken since 5.3. Fixed.

* **Dataportal**

 * display of related taxa (misapplied names, pro parte synonyms, concept relations)

       * sort order

       * hyperlink to related taxa was missing

       * further links (???)

 * phycobank/name registration related

       * search via taxon graph (#7835)

       * improvements on name registration page

       * hide unpublished names, types and registrations (#7723)

* **TaxEditor**

 * restart menu available

 * distribution editor

      * further improvements, now it is not an experimental feature anymore (but still has some open issues, we recommend to contact us before using)

      * improved area selection (still some issues)

      * predefined source selection

      * support supplemental data

      * support various symbols/labels for areas and status

 * performance

      * faster loading of details view and other views (open issues exist)

      * faster creation of factual data view right click menu

 * bulk editor

      * multiple columns available for display and sorting

      * symbol indicating deduplication status

 * navigator

      * set excluded and unplaced via right click menu

 * name relationships allow reverse direction

 * hybrid flags enabled/disabled rank specific

 * determination events can now have sources  

 * factual data

      * improved labels for descriptions including sources

      * available common name references can be explicitly marked

      * reference search on alternative identifiers possible parallel to title (cache) search

      * add sources to descriptions when creating them (explicit menu item)

      * reorder menu ("new" on top, ...)

      * available distribution area vocabularies and status and common name areas definable via DB preferences

 * further database sided preferences implemented (there are still some bugs, we recommend contacting us before using DB sided preferences)

      * exclude specimen, media, import/exports, multiple classification functionality

      * further attributes for simplified name details view

      * distribution area vocabulary selection

      * distribution status selection

      * checklist perspective as start perspective

      * simplify sources view (hide IdInSource and IdNamespace)

 * client side (local) preferences stored database specific

      * if users use multiple databases client side preferences often need to be different depending on the database in use; now also client side preferences are stored for each database and not for the complete TaxEditor installation anymore (only valid for newly changed preferences)

 * NOTE: preference handling (server and client side) still has some severe open issues, we will try to work on them for the next release, so we recommend to handle with care until then

 * bugs:

      * taxon node editor does not allow editing existing taxon data anymore, only taxon node data

      * right click menu sometimes does not show up in name editor

      * exceptions when editing terms in term editor

      * freezing login dialog if no connection established

      * exception after saving bulk editor

      * exception during specimen search in bulk editor

      * exception when canceling "move elements" in factual data view

* **Browser Editor (Vaadin)**

 * performance

      * big workingsets in the RegistrationWorkingSetEditor are loading much faster now. This improvement also has positive effects on other editors (#7785)

 * usability

      * multiple classifications and classification fragments can be merged into a common taxon graph structure. This graph first of all allows searching names by higher ranked names. Edits of names are automatically tracked in the graph. (#7834)

      * New mode for the TaxonNameEditor: `VALIDATE_AGAINST_HIGHER_NAME_PART`. This mode requires that a higher name must exising in the data base before it can be used as name part. (#7783, #7648, #7831, #7830, 7845)

      * improving some labels in the UI

 * bugs

      * memory issues (#7036, #7036)

      * problem with session attributes in different CDM Instances

{{ref_issues(-q:Release5.4 , id, subject, status)}}

## CDM Platform 5.3 (released on Sep 17th, 2018)

*Downloads:* [TaxEditor](https://dev.e-taxonomy.eu/download/taxeditor/5.3.0/), [CDM Server](https://dev.e-taxonomy.eu/download/cdmserver/5.3.0/), [Data Portal](https://dev.e-taxonomy.eu/download/dataportal/5.3.0/)

*Issues: {{ref_issues(-f:fixed_version_id = 265 , -c)}}*

 **What's new?**

* **General**

  * Allow handling "continued" for reference date published for dates like *2017+*

  * Allow filtering some webservices on taxonomic subtrees

* **Dataportal**

 * Creation of data portals with a filter on taxonomic subtrees (e.g. families)

 * Formatting of misapplied names and invalid designations refactored (and hopefully improved) 

 * Improved advanced search on taxa with geo-filter, * on start does work now, but still remaining issues for searches including * and whitespace

 * Improved handling of specimen with protected cache

 * Tree View for specimen data (still experimental)

 * Bugs

     * Fix for aggregated images not being shown anymore

     * Fix empty bibliography sections

     * Fix disabling of determination keys block in tab-less taxon pages

* **Export**

 * Improved handling for types in CDM light export

* **TaxEditor**

 * "Continued" for date published (see General section) available in TaxEditor

 * External links for sources (not yet implemented in data portal)

 * Label changes

 * Consistent handling of Description and DescriptionElement **sources**

 * Warning if Media are linked multiple times

 * Improved synchronization between views when moving factual data

 * Improved formatting of misapplied names and pro parte synonyms (synchronized with formatting in data portal)

 * Ordering misapplications with defined alphabetic order

 * Editing of supplemental data for descriptive data sets

 * Specimen Tree Editor collapsable and expandable

 * Bugs

      * Protected cache handling in details view for References

      * Exception when deleting a polytomous key

      * Dialog to avoid creating users with duplicated usernames

      * Exception when trying to create a new datasource

* **Browser Editor (Vaadin)**

    * Reference editor offers field for adding notes

    * Multiple important bug fixes to increase the overall stability and reliance of the registration system

        * Preventing from creation of empty registrations 

        * Problem with inserting several new authors into a new author team solved

        * Memory leak eliminated 

{{ref_issues(-q:Release5.3 , id, subject, status)}}

## CDM Platform 5.2 (released on Aug 17th, 2018)

*Downloads:* [TaxEditor](https://dev.e-taxonomy.eu/download/taxeditor/5.2.1/), [CDM Server](https://dev.e-taxonomy.eu/download/cdmserver/5.2.0/), [Data Portal](https://dev.e-taxonomy.eu/download/dataportal/5.2.0/)

*Issues: {{ref_issues(-f:fixed_version_id = 263 , -c)}}*

 **What's new?**

* **General**

 * Some improvements for ABCD import

 * Some minor improvements for CDM light export

 * New webservice for formatted taxon relationships (misapplications, pro parte synonyms, concept relationships) - available in data portal in next version

* **Dataportal**

 * Reference page

     * proper formatting of taxon names in registration summary

     * proper handling of date published without end date

 * Specimen tab

     * remove "associated with" in compressed table

     * correct handling of freetext in altitude, distance to gorund and watersurface in default specimen table

     * correct handling of missing values for numeric values (do not show 0 anymore) in default specimen table

 * Name Registration

     * TBC

* **TaxEditor**

 * Bulk editor

     * improve new implementation with so called NAT tables

     * asynchronous loading of data for large datasets

 * specimen

     * remaining issues for determinations in details view

 * Bugs

     * Taxa, being misapplied names or pro parte synonyms elsewhere, always show misapplied name details view

     * specimen server preferences are not saved

     * exception handling for media with corrupted metadata

     * exception out of bounds exception after deleting record in bulk editor

     * problems with progress monitor for setting publish flag for subtree (maybe some issues open)

     * dragging a misapplication on itself throws exception

     * multiple representations exception when adding annotation in bulk editor

 * experimental features 

     * data aggregation in character matrix

     * improved workflow for editing descriptive data 

* **Browser Editor (Vaadin)**

     * TBC: name registration issues 

{{ref_issues(-q:Release5.2 , id, subject, status)}}

## CDM Platform 5.1 (released on Jun 27th, 2018)

*Downloads:* [TaxEditor](https://dev.e-taxonomy.eu/download/taxeditor/5.1.2/), [CDM Server](https://dev.e-taxonomy.eu/download/cdmserver/5.1.0/), [Data Portal](https://dev.e-taxonomy.eu/download/dataportal/5.1.0/)

*Issues: {{ref_issues(-f:fixed_version_id = 261 , -c)}}*

 **What's new?**

* **General**

 * update script to model 5.0 fixed for PostGreSQL databases

 * freetext search indexing fixed after change in misapplied names

 * term related webservices include language information 

* **Dataportal**

 * Withheld taxa with publish=false from dataportal results (not yet implemented for freetext search on factual data)

 * External Links fixed

 * Default visibility for pro parte and partial synonyms and misapplied names

 * Find pro parte and partial synonyms in search

 * Creation date for media visible

* **TaxEditor**

 * Recently used references list for reference search dialog (bibliographic references only)

 * Find pro parte and partial synonyms in search

 * Default value for taxon publish flag configurable (true, false, inherit)

 * Allow multiple selections for moving taxa

 * Progress monitoring for moving taxa

 * Default nomenclatural status is nom. illeg.

 * Further support for eclipse4

 * Bulk editor

     * change table type (using so called NAT tables now, which are more powerful)

     * sorting for columns by clicking on column headers

     * multi select for deduplication more user friendly

 * Bugs

      * fixed lazy loading exception for misapplied names with type specimen

      * incorrect title cache creation for persons with protected title cache

      * new team member added to the end of the list now

      * some File->New dialogues fixed

* **Browser Editor (Vaadin)**

    * Improved consistency in taxon names by restricting the higher name parts like genus name or species epithet to names which are already known to the system. (#7364)

    * Support for validations and replaced synonyms in the TaxonNameEditor

    * Login dialog can be submitted by pressing the enter key

    * Fields visibility in the ReferenceEditor adapts to the Reference type

    * A Field for editorial notes is now available in TaxonName , NameType and SpecimenType editors

    * Bugs

        * Readonly state problems fixed

        * Fixing incomplete terms

{{ref_issues(-q:Release5.1 , id, subject, status)}}

## CDM Platform 5.0 (released on May 16th, 2018)

*Issues: {{ref_issues(-q:Release5.0, -c)}}*

 **What's new?**

* **General**

 * Project Website (cybertaxonomy.org) migrated to Drupal 8

 * Demo servers renamed to demo I and demo II

 * Improved performance for saving

* **Model**

 * Micrometer added to measurement units

 * Person last name and first name renamed to given name and family name

 * Add second under definable symbol to defined terms (e.g. for better representations of distribution status)

 * Change type of Media.mediaCreated from DateTime (single date) to TimePeriod (start and end time, freetext, ...)

 * Allow time for TimePeriod (before only dates were handled) -  not yet handled in TaxEditor

 * Support for zoological in-Authors

 * Add verbatim date to publication date of references

 * Individual count for occurrence data changed from numbers to text

 * Added external links to sources (not yet supported in TaxEditor)

 * Rename "WorkingSet" to "DescriptiveDataSet" and make it a so called identifiable entity (=> some further attributes like sources, extensions, ...)

 * Added nomen oblitum to zoological name status vocabulary

* **TaxEditor**

 * Further migration to Eclipse4 (e4) => migration finished now except for some open issues.

 * Hardcoded update sites to avoid problems with automated TaxEditor update in future (and for development)

 * Download site shows version number and release date

 * Name editor

      * Specimen Type Designation ordered by type

      * Pro parte and partial synonyms handled similar to misapplied names (internally handled as concept relationships)

      * Allow editing pro parte and partial misapplied names

 * References

      * Reference search via alternative identifiers available

      * References have verbatim date

 * Media representations have fixed order (by creation date in database)

 * Allow opening gathering events from referencing objects view

 * New Dialog for editing server based preferences, including some more preferences (but still incomplete)

 * Deleting names and taxa for specimen determinations

 * Usage view migrated to e4 and fully functional again

 * Taxon navigator

       * fully refactored underlying data model

       * improve performance

       * refresh mechanism improved for changes elsewhere

       * Progress monitor and cancel for set secundum for subtree (not yet available for set publish for subtree)

 * Feature tree editor

      * Multi-language support for feature tree editor

      * Details view and supplemental data view for feature tree/nodes

 * Rights&Roles: drag&drop for rights on features in rights editor

 * Facts

      * Fact label in fact view truncated and line breaks removed

      * Fact have a time scope now in facts details view

 * Refresh:

      * Taxon navigator after changes to taxa, names or sort order

      * Name editors with specimen types after a specimen has been deleted

      * Name editor after selecting a new taxon for a misapplied name

      * Name relationships and similar data in details view after selecting a new name for a taxon

      * Open taxa refreshed after setting secundum or publish flag for subtree

      * Refresh reference title cache after changing in-reference title in edit dialog

 * Renaming:

      * Person: lastname => family name; firstname => other/given name

      * Specimen Bulk Editor => Specimen Editor (List)  and Derivative Editor => Sepcimen Editor (Tree)

      * Working Set Editor => Descriptive Data Editor

 * Distribution Editor

      * Available areas as server based preferences

      * Area selection dialog improved

      * some further bug fixes (still some open)    

 * Bug fixes:

      * Selection of nomenclatural code in "new taxon" dialog

      * Accepted taxon and new synonym disappear after creating homotypic synonym

      * Right click menus in name editor

      * correct handling of doubtful in misapplied names

      * Missing labels for gathering events in referencing objects view

      * dirty flag after number recomputation in polytomous key

      * saving of preferences only after pressing "Finish" button

      * Exception after selecting a team after team has been merged in bulk editor

      * Show only accepted taxa for concept relationship taxon selection and polytomous key taxon selection

      * Exception when searching for "?" in Taxon search dialog

      * Exception when creating the first node in polytomous key

      * To many menu entries in a fresh name bulk editor

      * Do not allow self-referencing name relationships

      * Remove "open in ... referencing objects view" where not appropriate

      * Refresh issues for details and supplemental data view

      * Exception when deleting a type specimen

      * Excluded and excluded note notupdated in taxon node wizard

      * Removing country not possible in specimen editors

      * Dirty flag handling when deleting a synonym in name editor

      * Term could be opened multiple times for same term type, now they are singletons

      * Remove old data when again parsing a time period

{{ref_issues(-q:Release5.0 , id, subject, status)}}

* **Browser Editor (Vaadin)**

 * Many improvements in name registration editor

 * Help for distribution editor

 * Sorting of areas in area selection dialog

 {{ref_issues(-q:Release5.0 , id, subject, status)}}

## CDM Platform 4.14 (released on Feb 15th, 2018)

*Issues: {{ref_issues(-f:fixed_version_id = 259 , -c)}}*

 **What's new?**

* **General / Model**

 * Export:

     * CSV_Print and CDM light: Progress monitor added (hopefully also fixes the problem of failing long running exports)

* **TaxEditor**

 * Distribution Editor

      * Bugfix: Status not deletable

      * Natural sorting of areas

 * Feature Tree editor: several bugfixes

 * Rights Editor:

      * Allow Drag&Drop

 * Taxon Navigator:

      * Handling of excluded and unplaced (move to the end and use icon)

 * Bugs

      * Protected Cache for person editing not working

      * Opening a type specimen from referencing objects view throws an exception

* **Dataportal**

 * Bugfix: Misapplied name search not working

* **Browser Editor (Vaadin)**

 * Registration UI completed

 {{ref_issues(-q:Release4.14 , id, subject, status)}}

## CDM Platform 4.13 (released on Feb 1st, 2018)

*Issues: {{ref_issues(-f:fixed_version_id = 258 , -c)}}*

 **What's new?**

* **General / Model**

 * Export:

     * DwC-A and CDM light: Add rank and area filter (not yet available in TaxEditor)

 * Added pro parte misapplied name relationship (not yet fully supported by TaxEditor and Dataportal) 

 * Bugs:

     * DwC-A Export did use incorrect file endings

     * DwC-A Export include headers fixed

* **TaxEditor**

 * Exports

     * DwC-A and CDM light: allow filtering for published taxa/synonyms only

     * DwC-A: filtering on single taxa

 * Performance

     * After selecting an area in area search dialog

 * Security:

     * Allow to fully forget "remembered" password

 * Taxon Navigator:

     * Consistent delete dialog for single nodes and nodes with children

     * Set for Subtree functionality: change of data synchronized with open name editors (still some open issues)

 * Search Dialogues:

     * Taxon search: Allow sorting by rank, too

 * Bugs

     * Fix in Caching mechanism: hopefully fixes many of the "multiple representations" exceptions

     * Bulk Editor

           * Set focus to newly created record

           * Exceptions when using wildcards for user and group search

     * TaxonNavigator: 

           * ClassCast exceptions when synchronizing with NameEditor

           * Failing behavior after an exception

     * Default Classification for "Move factual data" dialogue

 * Character data editing (experimental)

     * New character matrix editor (only available as experimental feature) 

* **Dataportal**

 * FSI Viewer for media did not work for Chrome and other browsers anymore

* **Browser Editor (Vaadin)**

 * Many improvements in name registration editor (not yet publicly available)

 {{ref_issues(-q:Release4.13 , id, subject, status)}}

## CDM Platform 4.12 (released on Dec 5th, 2017)

*Issues: {{ref_issues(-f:fixed_version_id = 257 , -c)}}*

 **What's new?**

* **General / Model**

 * Better support for SQL Server (not yet ready)

 * Tropicos import (not yet available through TaxEditor)

* **TaxEditor**

 * Search Dialogs fully refactored

     * improve performance

     * improve usability (filter button, new record buttons)

     * fix bugs (multiple representation exceptions)

     * migration to eclipse4

 * Specimen Editor

      * edit & delete buttons added to specimen determinations

 * Name Parser

      * better recognition of reference duplicates

      * remove empty spaces in nomenclatural author names

 * bug fixes

     * exception when reusing taxon names

     * widget is disposed exceptions

     * multiple representation exceptions in bulk editor and specimen tree editor

     * refresh of taxon title after taxon/synonym swap

     * ask for saving when closing workbench

* **Browser Editor (Vaadin)**

 * Distribution Editor

     * Ordering of areas by vocabulary defined order

     * German translation

 {{ref_issues(-q:Release4.12 , id, subject, status)}}

## CDM Platform 4.11 (released on Nov 11th, 2017)

*Issues: {{ref_issues(-f:fixed_version_id = 256 , -c)}}*

 **What's new?**

* **General / Model**

 * Some minor improvements in the rights&roles module

* **DataPortal**

 * Display name registration metadata in footnotes

* **TaxEditor**

 * Eclipse3->Eclipse4 migration

     * migration

           * Editors: name editor, bulk editors, group authority editor

           * Views: search result, concept graph

           * Modules: molecular module, polytomous key module

           * Dialogues: preferences, import wizards and views, 

           * others: taxon navigator, main menu, theme

     * bugfixes for bugs that came with the previous migration

 * Distribution editor: add possibility to add references to distributions (first version)

 * some improvements for the import/export wizard (e.g. order of configuration pages)

 * Setting publish flag for a classification subtree

 * Media View shows preview (first version, needs to be switched on in preferences)

 * Performance improvements (details view rendering, combo boxes, name editor focus)

 * Bugs

     * rank selection did not work if ranks were sorted naturally

     * drag&drop for classifications in navigator disabled

     * exception when switching type of description element in details view

     * size of search field to small

     * multiple minor issues

* **Browser Editor (Vaadin)**

   * Distribution editor fixed and improved (ready for use in production)

   * Name Registration

        * Rights&Roles for Registrations

        * RegistrationUI: Buttons only enabled if the user has according permissions

        * phycobankID links only active when status is PUBLISHED

        * minor bug fixes

 {{ref_issues(-q:Release4.11 , id, subject, status)}}

## CDM Platform 4.10 (released on Sept 15th, 2017)

*Issues: {{ref_issues(-f:fixed_version_id = 255 , -c)}}*

 **What's new?**

* **General / Model**

 * Allow recursive setting of publish flag (not yet available in TaxEditor)

 * Fix usage of country label in specimen title cache

* **Rights&Roles**

 * Role group "Admin" as standard group to all CDM instances

 * Fix rights checking for editing of persons and teams

* **DataPortal**

 * Fix selection of best matching image representation for profile picture and overlay images

 * Fix bug with links to synonyms in tabbed view with no explicit synonym tab

* **TaxEditor**

 * New download site available

 * Eclipse3->Eclipse4 migration 

     * Views: Details, Conceptrelations, Referencing objects, datasource, factual data, supplemental data, media

     * Editors: terms

 * Misapplication editing improved, also reusability of misapplied name taxa

 * Automated updating fixed

 * Export:

     * CDM light and DwC-A export for taxonomic subtrees (e.g. families, genus, ...)

     * Progress monitor for DwC-A export

     * DwC-A exports higher classification for each taxon

     * Fix DwC-A export not stored in selected file

 * Allow scientific name editing for bacterial, fungi, cultivar plants and undefined codes (non viral names)

 * Add Person, team and specimen cache updating

 * Specimen

     * Add Life-form to field unit and kind-of-unit, lifestage and sex to derived units (specimen)

 * Performance

     * Improve performance when first loading selection dialog for named area (still needs further improvement)

     * View refresh faster (still needs further improvement)

 * Bugs

     * Exception during drag&drop in taxon navigator

     * Editing Rights&Roles throws exception

     * Deleting media leads to inconsistent data

     * Move description to other taxon command fails in factual data view

     * Sorting of ranks not configurable anymore

     * Duplicate menu in search result view

     * Handling of with time zones for date time editing (image created, ...)

* **Documentation**

 * Fix OAIPMH swagger documentation

* **Vaadin**

 * Registration UI prototype

 {{ref_issues(-q:Release4.10 , id, subject, status)}}

## CDM Platform 4.9 (released on July 20th, 2017)

*Issues: {{ref_issues(-f:fixed_version_id = 253 , -c)}}*

 **What's new?**

* **General / Model**

 * Framework for csv imports implemented

* **DataPortal**

 * In tabbed version it is now possible to show the synonymy on the general page

 * Feature block items "glue" is now configurable

 * Media: 

       * image viewer uses best quality media representation now

       * "show captions under thumbnails" is now evaluated

       * "back to image" improved

 * Specimen table:

       * uses country label instead of full description (not yet fixed for titlecache, will come in 4.10)

       * collection date shows up now

       * label for specimen in collection simplified

       * preferred stable URI shows up as text, not only link

 * Bugs:

       * map did not show point data, when some specimen where not georeferenced

       * bounding box for maps did not work correctly

* **TaxEditor**

 * Feature tree editor 

      * allows drag&drop from term editor

      * uses context menu

 * Restore

      * restoring views after restart/reconnect works now on a per instance level when using multiple instances of the TaxEditor on the same computer, leading to less exceptions

 * Taxon Navigator

      * Linking taxa opened in NameEditor with taxa in navigator works now (was fixed in 4.8 but not mentioned there)

 * Experimental

      * Allow handling terms as "kind-of"

 * Bugs

      * details view for taxon relationships fixed

 * Logging

      * human readable labels for datasources when logging datasource issues

* **Vaadin**

 * Generic MVP (Model View Presenter) framework with support for the CDM library

 {{ref_issues(-q:Release4.9 , id, subject, status)}}

## CDM Platform 4.8 (released on July 6th, 2017)

 **NOTES for TaxEditor users**

 * The automated update via Help->Search for Updates does not seem to work for this version. Please download the TaxEditor from https://dev.e-taxonomy.eu/download/taxeditor/stable/ . Contact us if you encounter problems.

 * It may happen that the right click menu in the Specimen Tree Editor does not appear. In this case please delete the following file: {user}\.cdmLibrary\.metadata\.plugins\org.eclipse.e4.workbench\workbench.xmi

 **What's new?**

* **General / Model**

 * Classes for name and type registration added

 * Unify taxon name class (will allow changing name types like changing a botanical name into a zoological name) and simplifies development

 * Person: initials added

 * Reference: type Website: accessed (date) field added

 * References: attributes added to allow usage sharing references by multiple instances

 * Remove unique index on rights (e.g. copyright) to make it reusable

 * Added "Exact Value" to statistical measures for quantitative data

 * Improved reporting for schema updates

* **DataPortal**

 * Position of protologue icon moved directly behind nomenclatural reference (was behind status before, misleading because status can have its own reference)

 * Additional base maps for the map viewer: Stamen terrain, OpenTopoMap

 * In cases where images are available in multiple qualities the DataPortal now chooses the quality which is most appropriate for the current display situation. 

* **Imports / Exports**

 * DwC-A (Darwin Core Archive) export for taxa fixed, improved and available via webservices

 * Improved reporting for imports and exports 

* **Vaadin Based Applications**

     * MVP framework with popup editor support which integrates into the the spring framework

     * Prototype implementation of the Phycobank (registry for algal nomenclatural acts)

* **TaxEditor**

 * Misapplications:

     * err. sec. references editable

     * improved formatting in name editor, especially for names having an author and a nom.ref., this allows better reusing of names

 * Person "initials" editable and used for better reference formatting (initials behind family name)

 * Feature Tree Editor: moved from preferences to main menu (together with term editor), and did some improvements

 * Website "accessed" editable and integrated in formatting

 * Media: "media created" editable 

 * Specimen Tree Editor migrated to only use Eclipse4 functionality now (all other editors still use a compatibility layer component)

 * Markers set to *true* by default

 * Parser

     * Autonym hybirds parsable 

 * Bugs:

      * Delete was not successful, but did not show an exception

      * Some menu items were duplicated

      * Incorrect user management when changing password

      * Setting of kind-of-unit for specimen

      * Restoring of views after restart or reconnect

{{ref_issues(-q:Release4.8 , id, subject, status)}}

## CDM Platform 4.7 (released on May 16th, 2017)

 **What's new?**

* **General / Model**

 * The main change in Version 4.7 is the upgrade of the TaxEditor from Eclipse 3.7 to Eclipse 4.6 (Neon). This upgrade will ease development in future. To make the TaxEditor running under e4.6 several adaptations had to be made.

      * IMPORTANT: Due to the upgrade it might happen that during the first opening an error shows up. If this happens CLOSE and REOPEN the editor.

      * IMPORTANT: Due to the upgrade the default update mechanism for the TaxEditor will not work. Instead you need to install it from scratch (download from https://dev.e-taxonomy.eu/download/taxeditor/stable/ and unzip into any folder). 

 * A new import and export framework has been established. It is meant for more feedback and reporting during the imports. Currently it is used only experimentally for the new "Excel Distribution Update" import (experimental feature), and partly for the new "CDM light (csv)" export (also experimental in the current state).

 * New identifier types for botanical names added: IPNI, Tropicos, WFO (World Flora Online)

 * Improved handling of hybrids

 * Automatic basionym recognition (not yet available in TaxEditor)

* **DataPortal**

 * Allow multiple layers in maps (option to define a wms overlay layer for the openlayers map viewer)

 * Bugfix for fast moving maps while padding

* **Imports / Exports**

  * Improved Import- and Export framework for better report resulting (existing imports/exports still need to be adapted to the new framework)

  * New: "CDM light (csv)" export - a CSV export that exports all CDM data for a single classification in csv format

  * New: RIS Reference import - e.g. to import reference data from Endnote via RIS format (still experimental, some attributes are not yet handled)

  * New: "Excel Distribution Update" added (still experimental, please contact us, if you want to use it)

  * New: Multilingual Term Representation import (not yet available in TaxEditor)

  * New: Identifier import (not yet available in TaxEditor)

  * Updated: ABCD Import

      * possibility to import all siblings of a specimen derived from a culture.

      * better handling of media data, identifications, gathering events

* **TaxEditor**

 * Upgrade to Eclipse 4.6

 * Improved Parser

    * Parse "sp. nov." and similar names

 * Improved handling for original spellings (further improvements needed)

 * Prefill nomenclatural reference selection dialog if taxon name author is given

 * Selected items removed from selection dialog

 * Server-side preference for frequently used biocase providers added (ABCD import)

 * Improved search behavior in Specimen Hierarchy Editor

 * Some improvements for the Alignement Editor integration

 * Rank list for create new name in bulk editor sorted

 * Improvements for specimen search/import:

     * better parsing of results to display scientific name, collection etc

     * add possibility to configure the import in result view

     * possibility to set the name of the import reference

 * Bug fixes:

     * Delete synonyms in Name Editor with supplemental data attached

     * Delete synonyms in bulk editor

     * Exception when switching to simple name details view

     * Empty reference dialog after changing reference type

     * Incorrect data when editing a new nomenclatural reference for a new name

     * Exception ("multiple representations") when adding name relationships

* **Vaadin Applications**

 * Better integration of cdm-vaadin with the Spring Framework by making use of the [[VaadinNotes#Vaadin-Spring|Vaadin Spring API]]

 * Spring enabled  [[VaadinNotes#Model-View-Presenter-MVP-Pattern|MVP UI framework]] with popup-editor support.

{{ref_issues(-q:Release4.7 , id, subject, status)}}

## CDM Platform 4.6 (released on March 13th, 2017)

 **What's new?**

* **General / Model**

 * Full migration to Java 8

 * Improved import functionality for IPNI Names (not yet available in TaxEditor)

 * Improved handling for intext references (references within a text) including support for deduplication (intext references are not yet editable in TaxEditor or visible in DataPortal)

 * Bugfix in permission handling for rights and roles

 * Prepare for simplifying names module

     * interfaces  #6369

     * merge functionality #6365, #6366, #6364, #6360

     * remove occurrence #6362

 * Formatting

     * Specimen: Use barcode or catalogue number if accession number is not available

     * References:

        * #5834 

        * #6449 References with protected titleCache

        * #3532 Nomenclatural reference null for database

* **CDM Server**

 * Improved caching for multiple instances

 * Improved authentication / security

* **DataPortal**

  * Authentication for triggering freetext index creation

  * Bugs:

     * Wildcard search in advanced search #6354

     * Missing data of marked descriptions

     * "Usage" data not shown anymore 

  * Remove "sensu" from misapplication footnotes

  * Formatting:

     * Improved formatting for media data

* **TaxEditor**

 * Main menu

     * Move user and user groups to Admin menu

     * Move Specimen hierarchy editor to (bulk) editor menu

 * Selection dialogs

     * Restrict selections of in-references to the respective reference type

 * Referencing objects view

     * Improved performance and loading in background

     * Fixed some bugs throwing exceptions

 * Taxon navigator

     * Set secundum for subtree (including synonyms)

 * Specimen editor:

     * Improved performance for counting results

     * Improved labeling if some data is missing

 * Rights (e.g. copyright) implemented as reusable record

 * Improved Internationalization

     * More terms/sentences translated to German

     * Preparation for Spanish translation

 * Improved handling for protected caches

 * Parser improvements

     * Names

          * Algae #6100

          * Hybrids #5983

          * Reference volume additions #6439 

     * Coordinates

          * lat/long with English apostrophs

 * Bugs

     * Exceptions after changing password

     * Field unit title cache not filled correctly #4390

     * Exceptions when deleting misapplications

     * Exceptions when entering dates and altitudes

     * Exceptions when deleting empty name in name editor

     * Exceptions when adding types to a taxon name

     * Exceptions when deleting persons/teams

     * Exceptions in datasource view

     * Exceptions when deleting recently created media

     * Exceptions when editing rights for a user group

     * Avoid creation of dummy terms

 * #6408 NPE in AbcdParseUtility

* **Web Editor**

 * New architecture for future developments    

{{ref_issues(-q:Release4.6 , id, subject, status)}}

## CDM Platform 4.5 (released on January 19th, 2017)

 **What's new?** 

* **General / Model**

  * Possibility to set secundum reference for subtrees (implementation in TaxEditor still missing)

* **DataPortal**

 * Search

     * Advanced search for taxa allows wildcards and some further bugs fixed

     * Remove duplicates for common name search #6296

     * Allow hiding classification information

 * Improved display of media in image galleries and media pages

     * Display of descriptions

     * Display of rights (e.g. copyright)

     * Display of sources

     * Fix media representations (e.g. thumbnails) display on media page

 * Taxon page

    * Labels of tabs customizable

 * Bugfixes for exceptions

* **TaxEditor**

 * Repair method for corrupted CDM instances

 * Polytomous Keys

    * Allow inserting nodes at the beginning or in between

    * other bugfixes

 * Media

    * Allow configurable delete in MediaView and bulk editor

    * Fix save for reused Media

 * Zoological nomenclatural status not shown anymore for botanical names (not yet the other way round) 

 * Order in supplemental data view changed (types that are used more often were moved up)

 * Improve order of type selection for sources/references

 * Disallow self-referencing name relations

 * Make details view empty if no selection exists

 * Term editor menu structured

 * Further Bugfixes

      * selectable terms for stage and preservation method fixed

      * delete for references fixed

      * delete of unsaved taxon descriptions fixed

      * selecting taxon node with '?' fixed

      * missing ampersand in some labels fixed

      * exception during creation of new taxon fixed

{{ref_issues(-q:Release4.5 , id, subject, status)}}

## Previous Releases Archive

see [[CdmPlatformRoadmapArchive]]