EDIT

# Cdm Platform Roadmap

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## CDM Platform 5.12 (scheduled for Dec 4th, 2019)

*Issues: {{ref_issues(-f:fixed_version_id = 283 , -c)}}*

 **What will be new?**

*Downloads:*(not yet available) [TaxEditor](https://dev.e-taxonomy.eu/download/taxeditor/5.12.0/), [CDM Server](https://dev.e-taxonomy.eu/download/cdmserver/5.12.0/), [Data Portal](https://dev.e-taxonomy.eu/download/dataportal/5.12.0/)

## CDM Platform 5.11 (scheduled for Nov 6th, 2019)

*Issues: {{ref_issues(-f:fixed_version_id = 275 , -c)}}*

 **What will be new?**

* **Data Model**

    * Added count parameter for statics during data aggregation of categorical (structured descriptive) data

    * Added ORCID identifier to persons

* **Data Portal**

    * Fixed polytomous key display for key parts linked from multiple places

    * Fix label formatting for specimen with missing collection identifier in specimen tables

    * Fixing problem with names having multiple nomenclatural status

* **Import/Export**

    * CDM light export:

        * xxx

    * ABCD:

        * Fix collector and field number handling for derived units missing this data (but available in field unit record)

* **CDM Library**

    * xxx

* **TaxEditor**

    * Taxon search: new filter to search only for published taxa 

    * Terms:

          * Tree editor for Named Areas, Ranks and Presence-Absence-Terms available (to define user defined term collections and orders, including cross-vocabulary collections) - usage of such collections will be implemented in future releases

    * Taxon/Name details view

          * Nomenclatural code edition editable for rule considered (nomenclatural status and name relationships)

          * Rule considered and nomenclatural code editon visibility configurable (serverside and local)

          * Minor changes in ordering of misapplied name details view

    * Taxon navigator:

          * Taxon node doubtful flag editable via context menu

          * Rename view to "Taxon Navigator" (regression in one of the last releases)

    * Factual Data View

          * Visibility of "modifier" and "modifying text" is configurable now

{{ref_issues(-q:Release5.11 , id, subject, status)}}

*Downloads:*(not yet available) [TaxEditor](https://dev.e-taxonomy.eu/download/taxeditor/5.11.0/), [CDM Server](https://dev.e-taxonomy.eu/download/cdmserver/5.11.0/), [Data Portal](https://dev.e-taxonomy.eu/download/dataportal/5.11.0/)

## CDM Platform 5.10 (released Sep 23rd, 2019)

*Issues: {{ref_issues(-f:fixed_version_id = 274 , -c)}}*

 **What's new?**

* **Data Portal**

    * Taxon section in name page can be suppressed via settings.

    * Bug fix of a regression related to the display of DOIs and publication reference links.

* **Import/Export**

    * CDM light export:

        * type designation export differs between textual and specimen type designation

    * Biocase search:

        * add possibility to search for Higher Taxon

* **CDM Library**

    * Bugfixes and code maintenance

        * Providing the default user role USER_MANAGER to all databases.

* **TaxEditor**

    * Bugfix for swap taxon and synonym

    * Further improvements to preference handling 

    * Search dialogue for distribution areas works with abbreviations

    * Old taxeditor documentation made available.

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

    * Name relations and nomencaltural status now offering fields to mention the nomenclatural code edition. 

    * Layout and user experience (UX) issues in the UI have been solved (#8014, #8342, #8377). 

    * Fixing important bug to prevent data loss and corruption (#8462, #8527)

{{ref_issues(-q:Release5.10 , id, subject, status)}}

*Downloads:* [TaxEditor](https://dev.e-taxonomy.eu/download/taxeditor/5.10.0/), [CDM Server](https://dev.e-taxonomy.eu/download/cdmserver/5.10.0/), [Data Portal](https://dev.e-taxonomy.eu/download/dataportal/5.10.0/)

## CDM Platform 5.9 (released Aug 29th, 2019)

*Issues: {{ref_issues(-q:Release5.9 , -c)}}*

 **What's new?**

* **Data Model**

 * Term structure improved to allow all types of relations between terms and to allow vocabulary independent term collections/graphs (partly implemented in TaxEditor)

 * Add state vocabulary for presence/absence of a biological structure

 * Improve structure for inapplicableIf handling in character trees used for descriptive data matrices/datasets and for indentification keys

 * Improve authority handling in data model (preparation only)

 * Allow certain patterns only as usernames (Latin letters, numbers, '_', '.' are allowed)

 * Doubtful (placement) flag for taxon nodes

 * List of nomenclatural code editions (e.g. Melbourne Code) additional to rule considered in nomenclatural status, name relationship and hybrid relationship

 * Fields added to allow externally managed terms and vocabularies (not yet in TaxEditor)

 * Fields for textual/verbatim type designation information

 * Possibility to add fixed markers/types to a description (e.g. to mark a description as a computed/aggregated description which should not be editable)  

* **Data Portal**

 * Adapted to term structure changes in the data model.

 * Improved ordering of type designations in the name and taxon pages.

 * Harmonization and improvement of the specimen display in various parts of the portal, including better intra portal linking.

 * Performance improvement regarding to type designations.

 * Auto-zooming of maps has been fixed for different map projections.

 * Improved layout of the registration page to clearly show the nomenclatural act.

 * Classification tree horizontally automatically scrolls to active entry.

* **Import/Export**

 * CDM light export:

       * add textual/verbatim type designations

       * some minor adaptations

* **CDM Library**

 * Fix and improve polytomous key generation (to be used from descriptive data set, experimental feature)

 * Multiple improvements and bug fixes to web services 

* **TaxEditor**

 * Add textual/verbatim type designations to details view

 * Use feature states for applicability of term nodes

 * Improvement and harmonization of serverside and local preferences

 * Update name in source data when changing an accepted taxon into a synonym (configurable)

 * Allow setPublish for subtree to include misapplied names, pro parte synonyms and exclude hybrids

 * Seperate term tree editor for each term type available

 * Warning if misapplied names or pro parte synonyms are used/linked from more then 1 other taxon.

 * Bugs.

       * fixed term order of term trees

{{ref_issues(-q:Release5.9 , id, subject, status)}}

*Downloads:* [TaxEditor](https://dev.e-taxonomy.eu/download/taxeditor/5.9.0/), [CDM Server](https://dev.e-taxonomy.eu/download/cdmserver/5.9.0/), [Data Portal](https://dev.e-taxonomy.eu/download/dataportal/5.9.0/)

## CDM Platform 5.8 (released on Jul 19th, 2019)

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

 **What's new?**

* **Data Portal**

 * cm added as measurment unit

* **Data Portal**

    * Improvements to the media page related to source references and the media title

    * Name page shows more information: name relations, type designation with specimen map, related taxa, nomenclatural acts (registrations)

        * The automatic redirect behavior to the taxon page is now configurable

    * Registration search:

        * Support for filtering by references

        * Improved search by type designation status and name

    * Registration page:

        *  Subheadline to show the type of the nomenclatural event

    * General layout improvements

        * Links to reference pages as unobtrusive icon link 

    * Maps:

        * Support for [OpenTopoMap](https://opentopomap.org/#map=5/49.000/10.000) 

        * ![](open-topo-map-berlin.png)

    * User interface to search the Unified Taxonomic Information Service ([UTIS](https://cybertaxonomy.eu/eu-bon/utis/)) 

    * Bugfixes related to 

        * Name relations

        * Nomenclatural status

        * Type designations

* **CDM Server**

 * improved error detection when failing to start

* **TaxEditor**

 * improved deduplication for references in name editor (hotfix 5.7.3)

 * handling of preferences improved

       * consistent model to always allow default and specific values and to handle override more intuitive

       * area specific status list preferences for distribution data

       * status list serverside preferences for distribution data handled in details view

       * ranks as serverside preferences

       * nomenclatural status as serverside preferences

       * visibility of fields Source.idInSource and Source.IdNamespace as preferences 

 * CDMlight export

       * includes excluded flag and excluded notes

       * sortindex for taxa added

       * improvements in ABCD import 

 * Terms allow adding media in term editor

 * Media:

        * media loaded asynchronously to improve performance (has open issues)

 * Bugs

       * exception/freezing when opening name in source search dialogue (hotfix 5.7.3)

       * recognize again the previous state (opened sections) of details view and supplemental data view (hotfix 5.7.3)

       * refresh in name bulk editor after search (hotfix 5.7.3)

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

    * Registration list view with reference filter

    * Curators and admins can edit arbitrary Annotations (Notes)

    * Bugfixes related to 

        * user permissions

        * ...

{{ref_issues(-q:Release5.8 , id, subject, status)}}

*Downloads:* [TaxEditor](https://dev.e-taxonomy.eu/download/taxeditor/5.8.0/), [CDM Server](https://dev.e-taxonomy.eu/download/cdmserver/5.8.0/), [Data Portal](https://dev.e-taxonomy.eu/download/dataportal/5.8.0/)

## 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:* [TaxEditor](https://dev.e-taxonomy.eu/download/taxeditor/5.7.4/), [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)}}

## Previous Releases Archive

see [[CdmPlatformRoadmapArchive]]