EDIT

# Cdm Platform Roadmap

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## CDM Platform 5.19 (scheduled for Dec 15th, 2020)

*Issues: {{ref_issues(-f:fixed_version_id = 298 , -c)}}*

*Downloads:*(not yet available) [TaxEditor](https://dev.e-taxonomy.eu/download/taxeditor/5.19.0/), [CDM Server](https://dev.e-taxonomy.eu/download/cdmserver/5.19.0/), [Data Portal](https://dev.e-taxonomy.eu/download/dataportal/5.19.0/)

**What will be new?**

## CDM Platform 5.18 (released Dec 3rd, 2020)

*Issues: {{ref_issues(-f:fixed_version_id = 295 , -c)}}*

*Downloads:* [TaxEditor](https://dev.e-taxonomy.eu/download/taxeditor/5.18.0/), [CDM Server](https://dev.e-taxonomy.eu/download/cdmserver/5.18.0/), [Data Portal](https://dev.e-taxonomy.eu/download/dataportal/5.18.0/)

**What is new?**

* **Data Model**

 * "single sources"

     * some data that refer to a single source only are now handled as full sources (before it was only a reference and a reference detail), with possibility to add further information like name used in source and external links; 

     * protologues/original publications handled as external link for the nomenclatural source

     * original spelling handlied as name used in source of nomenclatural source now (before it was a name relationship)

 * added new nomenclatural status "comb. ined", xxx

 * labels updated for "is blocking name for" and "is isonym of" ("is" was missing) 

 * abbreviations added for "Flowering Period" (Fl.) and "Fruiting Period" (Fr.)

 * add [m] as predefined default measurement unit for altitude

 * improved handling of nomenclatural standing of a taxon name

* **CDM Library**

 * improve formatting with citation detail

 * improved type designation formatting

 * cloning of taxonomic subtrees (not yet available in TaxEditor)

      * more configurable

      * cloning of subtrees, not only classifications, possible

 * major upgrade of third party code

* **Data Portal**

 * specimen lists and pages fully refactored and improved (work in progress)

 * map serives improved

 * adapt sort order of taxon tree to sort order in TaxEditor

 * display of name facts improved

 * new base font size

 * improved rendering of footnotes

 * fix missing nomenclatural status on name pages and registration pages

* **Exports**

 * Several major and minor issues fixed in cdmlight export (#9262, #9256)

 * less cryptic default name for cdmlight export file

* **TaxEditor**

 * "Single Sources"

     * objects with single Sources (like taxon name nomenclatural source or name relationship source, etc.) are handled as full sources now including "Name in source", "original Information", "external links" etc.

     * protologues/original publications were moved to the new nomenclatural source section as external link for the nomenclatural source

     * original spelling now available in nomenclatural source section

 * term tree (hierarchy) editors and character editors fully refactored and many bugs fixed, also preferences for term tree display added

 * reduce download size and preparation for further reducing download size

 * remove incorrect "invalid designation" handling

 * assist for secundum handling when making a synonym an accepted taxon

 * add LSIDs to persons and references

 * improve default reference type for in-reference creation dialogue (depending of the original reference type), e.g. journal for articles

 * bug fixes:

      * missing dropdown list if no rank was selected yet in name details view

      * adding derived units to derived units (e.g. DNA sample to specimen) is possile again in specimen tree editor

      * error in LSID handling

* **Vaadin / Registration**

 * annotations for names and field units visible

 * #8859

## CDM Platform 5.17 (released Aug 19th, 2020)

*Issues: {{ref_issues(-f:fixed_version_id = 299 , -c)}}*

*Downloads:* [TaxEditor](https://dev.e-taxonomy.eu/download/taxeditor/5.17.0/), [CDM Server](https://dev.e-taxonomy.eu/download/cdmserver/5.17.0/), [Data Portal](https://dev.e-taxonomy.eu/download/dataportal/5.17.0/)

**What is new?**

* **Data Portal**

 * image viewer

       * improved thumbnail handling

       * automated creation of thumbnail URLs (avoids that always 2 or 3 versions of the image have to be stored in the database)

       * improved image meta data handling

 * possible default copyright statement below image viewer

 * improve handling of annotations and other footnotes like sources

      * some more annotations and sources are shown now

 * improved map representation for TDWG area maps

 * occurrence maps hidden if no data exists 

 * fix bug that misapplied name taxa are not shown and not found in search

 * fix bug that placemark icons are not clickable in map

 * improve test system

* **CDM Library**

 * fix https handling for images 

* **Web Services**

 * fix bug in taxon service that misapplied name taxa return no result

* **TaxEditor**

 * reduce download size (by >100MB)

 * make specimen media editable in specimen assistants and in specimen list editor details view (to improve workflow when editing e.g. type specimen)

 * find doubtful taxa without having "?" at beginning of search string

 * new layout for taxon node dialogue

 * additional parameters editable for taxon node placement source

 * move update site to https

 * open in browser button for ORCIDS

 * bugfixes

     * when moving synonym into homotypical group of accepted taxon

     * missing synchronization between taxon node dialogue and name editor

     * problems with name fact preferences

     * exception when editing data in bulk editor

* **Vaadin / Registration**

    * Collection editor extended by name filed

    * Improved authorship inferrence redarding ex-authorship

    * NameTypePopupEditor: Genus can be selectable as the name type for higher ranks

    * Registration items show type status in bold letters

{{ref_issues(-q:Release5.17 , id, subject, status)}}

## CDM Platform 5.16 (released June 30th, 2020)

*Issues: {{ref_issues(-f:fixed_version_id = 297 , -c)}}*

*Downloads:* [TaxEditor](https://dev.e-taxonomy.eu/download/taxeditor/5.16.0/), [CDM Server](https://dev.e-taxonomy.eu/download/cdmserver/5.16.0/), [Data Portal](https://dev.e-taxonomy.eu/download/dataportal/5.16.0/)

**What is new?**

* **Data Portal**

 * Fix for sortorder of taxon nodes in taxon tree

 * Fix for incorrect link for geo-coordinates in point maps

 * Fix for missing information on taxon pages (see #9095)

* **CDM Library**

 * Improved deduplication of references and authors during name parsing (the relatively empty parsed references and authors are now merged with richer references and authors, which include e.g. also URI, ISBN, lifespan, first name, etc. information)

 * Improved caching mechanism (which hopefully leads to less multiple representation exceptions in TaxEditor)

 * Improved formatting and parsing of dates and periods (now we generally use a format like "30 Jun 2020" which is more language independent)

* **TaxEditor**

  * Setting focus automatically to newly created facts in Fact View

  * Improved reference and author deduplication during creation of new taxa and synonyms

  * Improved handling of malformed URIs

  * Fix bug which threw multiple representation exceptions when editing taxa with a taxon node source (which exists very often in some databases)

  * Fix bug throwing an exception when deleting a classification

  * Fix bug throwing an exception when deleting multiple records in bulk editor  

{{ref_issues(-q:Release5.16 , id, subject, status)}}

## CDM Platform 5.15 (released June 23rd, 2020)

*Issues: {{ref_issues(-q:Release5.15 , -c)}}*

*Downloads:* [TaxEditor](https://dev.e-taxonomy.eu/download/taxeditor/5.15.0/), [CDM Server](https://dev.e-taxonomy.eu/download/cdmserver/5.15.0/), [Data Portal](https://dev.e-taxonomy.eu/download/dataportal/5.15.0/)

**What will be new?**

* **Data Model**

 * TaxonNode has a "status" attribute now instead of flags "doubtful", "unplaced" and "excluded"

     * Allows to use only max. 1 of the above status for the same node

     * "Excluded Notes" changed to => "Status notes" and is valid for what ever status has been chosen

 * Measurement values handled as "BigDecimal" to avoid rounding errors related to floating point algebra and to allow to handle exactness (e.g. 1.6 differs from 1.60) 

 * "Available for" attribute for features to distinguish if features are available for taxa, for names and/or for specimen

 * Temporal fact datatype for e.g. flowering periods supporting time periods like (Apr-)May-July(-Aug)

 * New feature "Flowering period"

 * New feature "Altitude" added

 * Rename "later homonym for" to "later homonym of"#

 * "Links" added to main classes like taxa, names, references, authors, ... - these allow adding an unlimited number of URL-links to these objects together with a description what this link is for

 * Key-Value structure for storing media metadata (not yet used)

* **Data Portal**

 * New implementation of the occurrence point display is maps which allows new important features:

     * Field unit information can now be shown. 

     * Display of error radius

     * NOTE: More exciting features will come with the following releases.

 * The new image viewer which has been integrated into the dataportal with version 5.13 is now stable and available for all data portal installations. The new image viewer uses the iiif conform Universalviewer. The new viewer adapts to different screen sizes and supports mobile devices.

 * The beautiful Noto font family is now the default for the data portal and brings improved readability and excellent unicode support.

 * The status (unplaced, doubtful, excluded) of a taxon node is now shown on taxon pages and in the classification tree. 

* **CDM Server**

 * Improved logging

 * Debian installation package improved

* **CDM Library**

 * Improved permissions for users being allowed to edit all taxonomies

* **TaxEditor**

 * Improved deduplication, especially for taxa entered via taxon node editor

 * Persons: allow editing lifespan

 * Possibility to create or update database schema via connect dialog

 * Improved layout of connect dialog

 * Taxon nodes status with status notes (see Data Model), available in taxon node wizard and in CDM light export

 * Factual Data:

     * Possibility to enter temporal data (phenology)

     * Factual dataset source is shown as (uneditable) source for each fact

     * Facts view: remember expansion state after deleting

     * Remove caching form facts view which (resulted in unexpected results)

 * Descriptive dataset editor and matrix editor:

     * Improve performance of matrix editor

     * Add context menu to matrix editor (and remove preliminary buttons)

     * Fix failing adding of specimen which are not attached to a field unit

     * Remove taxon in descriptive dataset editor only available if taxon has focus

     * Fix bug when selecting a character tree for a descriptive dataset

 * Reference bulk editor table has new included columns: year, in-reference, uri

 * Open link button for entering DOIs in reference details view

 * Features:

     * Possibility to define if a feature is available for taxa, specimen and/or taxon names

 * Improved decimal/rounding handling of quantitative data (e.g. distinguish 9.1 form 9.10)

 * Configurable if the old specimen list editor should be avialable via main menu

 * Bug fixes:

     * Broken media deatils view fixed for "MediaSpecimen" 

     * Exception when creating a new taxon 

     * Search does find orphaned synonyms now

     * Term search fixed

     * Exception in referencing objects view for TextualTypeDesignations

     * Exception in name details view if name relations were incomplete (no type, no from-name or no to-name)

     * Exception when deleting a descriptive dataset

     * Incorrect context menu for synonyms after moving a synonym into or out of the homotypic group

     * Opened selection dialogs lock editing in other windows

     * Remember expansions state of sections in details view and supplemental data view (this feature was lost for some time)

     * Recently used references list is not emptied anymore after using search dialog for nomenclatural reference

     * Bulk editor: multiple deduplications without saving do now remember all deduplications

     * Some widget is disposed exceptions fixed

     * fix verbatime date not persisted for books

{{ref_issues(-q:Release5.15 , id, subject, status)}}

## CDM Platform 5.14 (released April 8th, 2020)

*Issues: {{ref_issues(-f:fixed_version_id = 293 , -c)}}*

*Downloads:* [TaxEditor](https://dev.e-taxonomy.eu/download/taxeditor/5.14.0/), [CDM Server](https://dev.e-taxonomy.eu/download/cdmserver/5.14.0/), [Data Portal](https://dev.e-taxonomy.eu/download/dataportal/5.14.0/)

**What's new?**

* **Data Portal**

    * Structured descriptive data is shown on specimen page as continous text

    * Bugfix for the new universal media viewer

    * Bugfix for some descriptive data pages for taxon descriptions

* **Import/Export**

    * Handling of descriptions improved for ABCD import

    * Bug fix for CDM lite export of textual type designation missing a language

* **TaxEditor**

    * Set as basionym available also for accepted taxa

    * Distribution details view: configurable to show also abbreviation for selected named areas

    * Performance improved for preference dependend descriptive data matrix editing

    * Cloned descriptions show according icon

    * User/roles/rights:

            * ROLE_USER_MANAGER is allowed to change passwords

            * unnecessary "expired" flags removed from User UI

            * isAdmin valid for all users having ROLE_ADMIN

    * DNA Sample view allows editing of determinations

    * Export dialogue remembers last selected folder

    * Bug fixes:

         * Handling of preferences for term lists fixed

         * ConcurrentModificationException occurring at different places fixed

         * Incorrect handling of "show descriptions only for field units" fixed

         * Missing "id in vocabulary" in term labels fixed

         * Freetext filter for name relationship type selection in name relationship dialogue fixed

         * Exception caused by missing "number of rows in status dropdown" fixed

         * Exception when opening orphaned names in name bulk editor from search result fixed

{{ref_issues(-q:Release5.14 , id, subject, status)}}

## CDM Platform 5.13 (released March 23th, 2020)

*Issues: {{ref_issues(-f:fixed_version_id = 284 , -c)}}*

*Downloads:* [TaxEditor](https://dev.e-taxonomy.eu/download/taxeditor/5.13.1/), [CDM Server](https://dev.e-taxonomy.eu/download/cdmserver/5.13.0/), [Data Portal](https://dev.e-taxonomy.eu/download/dataportal/5.13.0/)

**What's new?**

* **Data Portal**

    * A new image viewer for the dataportal is now available. The new image viewer uses the [iiif](https://iiif.io/) conform [Universalviewer](http://universalviewer.io/).   

    * Several bugfixes regarding security and display of structured descriptions etc...

* **Import/Export**

    * DarwinCoreArchive: Categorical and quantitative data added to export

* **CDM Library**

    * Caching of in-references for nomenclatural references: only author's family name (without initials) is used now if available

    * Some improvements to the rights&roles management for editing of references

    * Bugfixes:

         * Names without ranks not found in taxon searches

         * Find best matching (in terms of size) image representation fixed/improved

         * some further bugfixes

* **TaxEditor**

     * Fix for failing connections (this might be the reason for many unclear errors that occurred in the past)

     * MacOS X version fixed (TaxEditor available for MacOS X again)

     * Search in bulk editors now also works on abbreviated title(caches)

     * Some improvements to the distribution editor

     * Some improvements to preference pages

     * Freetext search for all dropdown boxes available now

     * Search result view moved to the bottom of taxon navigator view (as default)

     * Taxon navigator allows open-in for multi-selection for name editor and distribution editor

     * Suggested file name for DwC-A export improved

     * Move-to functionality improved in term editor and term tree editor

     * Bugfixes:

         * Names without ranks not found in search

         * NameInSource only added after moving factual data if requested by the user

         * Measurment units added to quantitative data in descriptive data matrix editor

         * Automatically refresh available-specimen list for descriptive data matrix if descriptive dataset changes

         * Name features not visible in taxon factual data view anymore, but only in name factual data view

         * Inheriting sec-reference for root taxa from classification reference works again

         * Selection list for entering states for categorical data is sorted now

         * Deleting specimen descriptions possible now

         * Fix for deleting name types

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

    * Bug fix in reference editor 

{{ref_issues(-q:Release5.13 , id, subject, status)}}

## CDM Platform 5.12 (released Jan 20th, 2020)

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

*Downloads:* [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/)

**What's new?**

* **Data Model**

    * Added "per mm²" to measurement units

    * Allow linking to CDM taxa as information source (currently only available for algorithms, not (yet) for editing in TaxEditor)

* **Data Portal**

    * Structured Descriptions

          * Show structure descriptions in general page as pseudo feature block (position configurable)

          * Implement explicit page for descriptions, using dataset character/feature tree (or general feature tree) for ordering

          * Order states by frequency

          * Improve display of average values (and other statistical vlaues) and single values

          * Support for linking to other CDM records as information source (for aggregated desciptions)

    * Show type designations for synonyms

    * Improved handling for URLs linking to not existing/deleted records (e.g. deleted polytomous keys)

* **Import/Export**

    * CDM light:

        * Typification column added to name and homotypical group files

        * Handling of name identifiers fixed

* **CDM Library**

    * Algorithms for descriptive data aggregation (distributions/structured descriptive data) fixed/improved

    * Polynomous key generation algorithm improved

    * Fix bug for deleting a taxon used in 2 different classifications

    * Fix repair term tree sortindex

    * Allow distribution aggregation to run on taxonomic subtrees

* **Documentation**

    * New Documentation available at https://dev.e-taxonomy.eu/redmine/projects/edit/wiki/PlatformDocumentation

* **TaxEditor**

    * Documentation: see above

    * Editing of structured descriptive data now available as standard feature (was experimental before)

            * Character editor

            * Term search

            * Matrix editor

            * GFBio and ontology imports

            * Support for "allow duplicates" for term collections

            * Note: however there are still issues especially with the Character editor which hopefully will be fixed in the next version (we recommend to contact the EDIT team before using this feature)

    * Distribution aggregation available in taxon navigator

    * Added freetext filter to combo boxes

    * Links to other CDM records as information sources visible (but not editable)

    * "Move to ..." added to term editor

    * Improved handling for different term tree types (ordered, flat, distinct, ...)

    * Specimen import: list of existing BioCase endpoints available as dropdown

    * Fix multiple bugs related to BioCase specimen import

    * Fix collapsing tree bug when moving taxa in taxon navigator

    * Fix bug that reference search dialog does not open under certain conditions

{{ref_issues(-q:Release5.12 , id, subject, status)}}

## CDM Platform 5.11 (released Nov 15th, 2019)

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

*Downloads:* Ask the edit team for backups of this version

**What's new?**

* **Data Model**

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

    * Added ORCID identifier to persons

    * Added CDM source links (sources may link to other information in the same CDM instance)

* **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**

    * ABCD:

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

* **CDM Library**

    * Better parsing for infrageneric autonyms with authors

    * Imporved distribution and descriptive data aggregation

* **CDM Server**

    * Fix memory leaks

* **TaxEditor**

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

    * Terms:

          * Tree editor for Named Areas, Ranks and Distribution Status 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

    * Person details view

          * ORCID editable

    * Taxon navigator:

          * Taxon node doubtful flag editable via context menu

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

          * Refresh problem after editing classfication label or adding child taxon to classification

          * Rename open-in for Taxon Node (Wizard) to ... Dialogue

          * Reorder and rename import menu (items)

    * Import/Export:

          * Multiple fixes for file based ABCD import

          * Fix for DwC-A export

    * Factual Data View

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

    * Distribution Editor

          * Default source also used when creating an additional source for an existing source

    * User administration

          * Better error handling for user and group names with not allowed characters

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

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

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

*Downloads:* Ask the edit team for backups of this version

 **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)}}

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

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

*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/)

**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)}}

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

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

*Downloads:* Ask the edit team for backups of this version

 **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)}}

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

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

*Downloads:* Ask the edit team for backups of this version

 **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)}}

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

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

*Downloads:* Ask the edit team for backups of this version

 **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:* Ask the edit team for backups of this version

 **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:* Ask the edit team for backups of this version

*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:* Ask the edit team for backups of this version

*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)}}