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Release Notes » History » Version 693

Andreas Kohlbecker, 08/04/2021 01:55 PM

1 149 Andreas Kohlbecker
# Cdm Platform Roadmap
2 148 Andreas Kohlbecker
3
4 203 Andreas Müller
_Please login to see all tickets_
5 10 Andreas Kohlbecker
6 270 Andreas Müller
{{>toc}}
7 314 Andreas Müller
8 691 Andreas Kohlbecker
## CDM Platform 5.27 (scheduled for Sep 6th, 2021)
9 683 Andreas Müller
10 1 Andreas Kohlbecker
*Issues: {{ref_issues(-f:fixed_version_id = 306 , -c)}}*
11 691 Andreas Kohlbecker
12
*Downloads:*(not yet available)   [TaxEditor](https://dev.e-taxonomy.eu/download/taxeditor/5.27.0/), [CDM Server](https://dev.e-taxonomy.eu/download/cdmserver/5.27.0/), [Data Portal](https://dev.e-taxonomy.eu/download/dataportal/5.27.0/)
13
14
15
## CDM Platform 5.26 (scheduled for Aug 8th, 2021)
16
17
*Issues: {{ref_issues(-f:fixed_version_id = 311 , -c)}}*
18 683 Andreas Müller
19
*Downloads:*(not yet available)   [TaxEditor](https://dev.e-taxonomy.eu/download/taxeditor/5.26.0/), [CDM Server](https://dev.e-taxonomy.eu/download/cdmserver/5.26.0/), [Data Portal](https://dev.e-taxonomy.eu/download/dataportal/5.26.0/)
20
21 693 Andreas Kohlbecker
* - **CDM Library**
22
    * Fixing wrong labels of specimen scans (this mainly affects the Data Portal representation in the specimen table view) 
23
    * Fixing problem with the image metadata web service 
24
* - **Data Portal**
25
    * Improved representation of web app media in the image gallery (see also "User manual part 4": "Using the TaxEditor", chapter 10.1 "Multiple media representations" on https://dev.e-taxonomy.eu/redmine/projects/edit/wiki/PlatformDocumentation)
26
    * Option to use the long summary-label or short collecting string for field units labels
27
* - **Import / Export**
28
    * Fixing bug in the cdm-light export, when it is starting export via the TaxEditor
29
* - **TaxEditor**
30
    * fixed bug related to "Open URL" button for protologues 
31
* - **Web editor**
32
    *  fixed bug in author team editor
33 692 Andreas Kohlbecker
34
{{ref_issues(-q:Release5.26, id, subject, status)}}
35
36 683 Andreas Müller
## CDM Platform 5.25 (scheduled for July 8th, 2021)
37 1 Andreas Kohlbecker
38 649 Andreas Müller
*Issues: {{ref_issues(-f:fixed_version_id = 304 , -c)}}*
39 1 Andreas Kohlbecker
40 690 Andreas Müller
*Downloads:* [TaxEditor](https://dev.e-taxonomy.eu/download/taxeditor/5.25.0/), [CDM Server](https://dev.e-taxonomy.eu/download/cdmserver/5.25.0/), [Data Portal](https://dev.e-taxonomy.eu/download/dataportal/5.25.0/)
41 672 Andreas Müller
42 685 Andreas Müller
**What is new?**
43
44 686 Andreas Müller
* - **CDM Model**
45
    * Collector title (including protectable collector titlecache) for persons and teams 
46
    * Explicit nomenclatural title for persons
47
    * New unspecific "non ..." taxon name relationship
48
    * New class for taxonomic operations (experimental)
49 687 Andreas Müller
    * Fix column length for author and descriptive dataset titlecache in some databases 
50 685 Andreas Müller
* - **CDM Library**
51 687 Andreas Müller
    * Improve field unit and specimen formatting algorithm
52
    * Fix titlecaches handling for some data that could not be found by search due to incorrectly stored empty titlecaches
53
    * Improve title generation for media title generated form underlying file name
54 685 Andreas Müller
* - **Data Portal**
55 689 Andreas Kohlbecker
    * Fully refactored external links modul allows for adding removing and re-organizing external links
56 687 Andreas Müller
    * Fix formatting for references using nomenclatural code edition
57
    * Fix position of footnotes for notes in brackets
58
    * Fix a couple of errors triggered by incorrect data initialization on server side
59
    * Fixed bug in advanced taxon search
60 688 Andreas Müller
* - **Import / Export**
61
    * Some improvements on CDM light export (e.g. formatting of homotypical groups)
62 1 Andreas Kohlbecker
* - **TaxEditor**
63 688 Andreas Müller
    * Make all disabled fields copyable (for copy&paste)
64
    * Authors
65
          * Make new nomenclatural title and collector title (+cache) fiels editable
66
          * Open search dialogue immediately when adding a new team member
67
          * Allow search on collector titlecache
68
    * Bulk editor 
69
          * Collector titlecache and protected fiels for collector and titlecache and nomenclatural titlecache available in author bulk editor
70
          * Set focus to remaining record after deduplication in bulk editor
71
    * Term tree editor
72
          * improved handling of newly created term trees
73
          * added symbols to distinguis trees and lists
74
          * show (disabled) details for terms
75
          * show supplemental data for term nodes
76
          * add "open in vocabulary"
77
          * improve drag&drop
78
    * Specimens
79
          * remove "field unit" form record basis selection combo box
80
          * remove title dialogue for new specimens in specimen list editor
81
    * Bugs:
82
         * incorrect filling of details view after a new misapplication has been created
83
         * fixed bug when editing taxon name supplemental data (e.g. name identifiers) in name editor
84
         * exception when deleting a synonym with no name attached
85
         * in specimen details view the titlecache field is not enabled if the specimen has a protected titecache
86
         * inform user that TaxEditor resart is required if an "OptionalDataException" is the cause of an error
87 685 Andreas Müller
* - **Web editor**
88 687 Andreas Müller
    * 
89 685 Andreas Müller
90
{{ref_issues(-q:Release5.25, id, subject, status)}}
91
92 682 Andreas Müller
## CDM Platform 5.24 (released on Jun 2nd, 2021)
93 685 Andreas Müller
94
*Issues: {{ref_issues(-f:fixed_version_id = 310 , -c)}}*
95
96
*Downloads:* [TaxEditor](https://dev.e-taxonomy.eu/download/taxeditor/5.24.0/), [CDM Server](https://dev.e-taxonomy.eu/download/cdmserver/5.24.0/), [Data Portal](https://dev.e-taxonomy.eu/download/dataportal/5.24.0/)
97
98
**What is new?**
99 674 Andreas Müller
100
* - **CDM Library**
101
    * Formatting
102 675 Andreas Müller
          * remove full stop at the end of title caches for references
103
          * handle nomenclatural title cache similar to nomenclatural source formatting (but without detail) 
104 674 Andreas Müller
* - **Data Portal**
105
    * Search including misapplications works again
106 679 Andreas Kohlbecker
    * Image viewer displays media files much faster in specific situations.  
107 674 Andreas Müller
    * Bugfix for specimen with media
108
* - **TaxEditor**
109
    * Finalize "allow duplicates" handling for term trees
110
    * Handling of computed descriptions configurable (selectable modes: not visible, not enabled, enabled)
111
    * Editing field units works again
112 1 Andreas Kohlbecker
    * Fix delete synonyms that are used as "named used in source"
113 674 Andreas Müller
    * Improve handling of "OptionalDataException"
114 677 Andreas Müller
    * Fix error when deselecting a term during term selection dialogue for term tree items
115 674 Andreas Müller
* - **Web editor**
116 1 Andreas Kohlbecker
    * Bugfix for name type designations in phycobank editor
117 680 Andreas Müller
118
{{ref_issues(-q:Release5.24, id, subject, status)}}
119 678 Andreas Kohlbecker
120 676 Andreas Müller
## CDM Platform 5.23 (released for May 19th, 2021)
121 674 Andreas Müller
122 662 Andreas Müller
*Issues: {{ref_issues(-f:fixed_version_id = 309 , -c)}}*
123 660 Andreas Müller
124 672 Andreas Müller
*Downloads:* [TaxEditor](https://dev.e-taxonomy.eu/download/taxeditor/5.23.0/), [CDM Server](https://dev.e-taxonomy.eu/download/cdmserver/5.23.0/), [Data Portal](https://dev.e-taxonomy.eu/download/dataportal/5.23.0/)
125 660 Andreas Müller
126
**What is new?**
127
128
* - **CDM Model**
129 663 Andreas Müller
    * Adaptations for the upcoming taxon concept/identifier strategy for E+M
130 668 Andreas Müller
    * Rename ICNB to ICN
131
    * Label for nomenclatural code editions
132 1 Andreas Kohlbecker
    * Unified word seperator (underscore) for role based groups
133
* - **CDM Library**
134 668 Andreas Müller
    * Formatting and Parsing
135
          * Improved formatting for teams (no et al. anymore for long citations, unified short citation handling)
136
          * Improved formatting for references
137
                 * year behind author and followed by colon, not at the end anymore
138
                 * pages for booksections
139
                 * improved formatting for subsections of booksections and articles
140
          * Improved formatting for misapplications (when being searched via titleCache e.g. in TaxEditor)
141
          * Improved formatting of specimen being media
142 669 Andreas Müller
          * Improved formatting for specimen being DNA samples
143 668 Andreas Müller
          * Improved formatting for condensed distribution string for areas having subareas with various status
144 669 Andreas Müller
          * parser for original spelling
145 668 Andreas Müller
    * Media info service added for fast image metadata reading
146
    * role "user manager" added
147 664 Andreas Müller
* - **Imports/Exports**
148
    * CDM Light
149
         * Add appended phrase to taxon table
150 667 Katja Luther
         * move condensed distribution string to simple facts
151
         * fix handling of sec references of misapplied names/pro parte synonyms
152 665 Andreas Müller
* - **CDM Server**
153
    * instances with severe problems should not start
154 663 Andreas Müller
* - **Data Portal**
155
    * Remove duplicates from specimen trees
156 1 Andreas Kohlbecker
    * Remove redundant field unit information from derived units in specimen view
157 663 Andreas Müller
    * Bugfix for regressions in context with using extended secundum sources in 5.22
158 668 Andreas Müller
    * Some further bug fixes for specimen related data 
159 660 Andreas Müller
* - **TaxEditor**
160 1 Andreas Kohlbecker
    * Flag to include authors in taxon and name search in TaxEditor
161 668 Andreas Müller
    * Include misapplications and pro parte synonyms in "set secundum for subtree"
162
    * Improved progress monitoring and reporting for some long running tasks (like "set XXX for subtree")
163 1 Andreas Kohlbecker
    * Refresh navigator after ABCD import
164 671 Andreas Müller
    * Improved handling of specimen being media or DNA sample
165
    * Sorting for distribution status drop downs in distribution editor improved
166
    * Disable computed descriptions in factual data view
167 1 Andreas Kohlbecker
    * Bug fixes:
168
           * Error when swaping taxon and synonym
169 671 Andreas Müller
           * Incorrect handling of selected secundum references when moving a synonym to another accepted taxon
170
           * Removed warning (and data loss) before trying to open a taxon a second time in name editor
171 663 Andreas Müller
           * Problems when saving a polytoumos key (including fix for incorrect numbering after such changes)
172 660 Andreas Müller
           * Selection for team members does not filter on persons only
173 1 Andreas Kohlbecker
           * Disable details view for structure and property trees in character editor
174 663 Andreas Müller
           * Searching for not existing UUIDs in bulk editor throws exception
175 668 Andreas Müller
           * Remove duplicated terms from search in databases with >1 language (e.g. Englisch and Spanisch)
176 661 Andreas Müller
177 660 Andreas Müller
{{ref_issues(-q:Release5.23 , id, subject, status)}}
178 650 Andreas Müller
179 649 Andreas Müller
## CDM Platform 5.22 (released Apr 16th, 2021)
180
181
*Issues: {{ref_issues(-f:fixed_version_id = 303 , -c)}}*
182
183 641 Andreas Müller
*Downloads:* [TaxEditor](https://dev.e-taxonomy.eu/download/taxeditor/5.22.0/), [CDM Server](https://dev.e-taxonomy.eu/download/cdmserver/5.22.0/), [Data Portal](https://dev.e-taxonomy.eu/download/dataportal/5.22.0/)
184 1 Andreas Kohlbecker
185 650 Andreas Müller
**What is new?**
186
187
* - **CDM Model**
188
    * Handle taxon secundum source and classification source as "full" sources now with external links etc. (similar to nomenclatural sources) - classification sources are not yet handled as such in TaxEditor
189
    * Add "ratio to" for characters expressing a property ratio between 2 structures (e.g. length ration upper leave to lower leave)
190
* - **CDM Library**
191
    * Improve name parser to recognize journals like PhytoKeys and PLoS ONE
192 651 Andreas Müller
    * Improve name parser to recognize and handle "ser." correctly
193
    * Improve formatting for bibliographic in-references
194 650 Andreas Müller
    * Improved formatting for taxa using a webpage as secundum reference (title does not include the URI anymore)
195 651 Andreas Müller
    * Improve taxon search for names with protected title cache (for these taxa the search runs on the full name and not on the name without author only now)
196 650 Andreas Müller
    * Sorting for certain invalid designations improved (e.g. for misspellings, which are set to the end now)
197
* - **Imports/Exports**
198
    * Cdm light:
199
          * fix bug in type designation export
200
          * flag names in name type designations to make it possible to format them in italics
201
    * ABCD import:
202
          * mark taxon descriptions as specimens holding descriptions where suitable and use only a single description for holding specimens
203
* - **Data Portal**
204 658 Andreas Kohlbecker
    * New implementation of the specimen tree view that shows specimen data in a collapsible derivation tree
205
    * Lower default zoom level for occurrence maps
206 651 Andreas Müller
    * Fix sort order in condensed distribution strings for E+M
207 650 Andreas Müller
* - **TaxEditor**
208
    * Referencing objects
209
         * improve performance
210
         * cancelable if list is long
211
         * allow "open in ..." also for sources
212
         * improved label for some categories
213 656 Andreas Müller
         * recursive call of referencing objects view
214 650 Andreas Müller
    * Sources
215
         * implement advanced secundum sources
216
         * Reduce visible fields for nomenclatural sources
217
         * Remove "type" from all external links
218
    * Bulk editors
219
         * fix behavior when they are opened first time by selecting a single record (e.g. via "open in" context menu) - the bulk editor could then not be used for further search anymore
220
         * show and allow editing by "created by"
221
         * text in fields is copyable
222
    * Make handling of original spellings configurable when deleting a name
223
    * Add symbol to taxon factual datasets holding specimens 
224 1 Andreas Kohlbecker
    * Add preferred stable identifier field in type designation duplicate wizard
225 655 Andreas Müller
    * Bug fixes
226
         * correct saving of publish flags for occurrences/specimen
227
         * ordering in character editor structure tree 
228
         * multi-select handling for "open in distribution editor" in taxon navigator
229
         * unpersisted term tree title for newly created term trees
230
         * exception when reusing a name in new taxon dialogue
231
         * cancel behavior for "Change accepted to synonym"
232 650 Andreas Müller
* - **Web editor**
233 659 Andreas Kohlbecker
    * Bug fixes
234
        * problems with selection of media references of type specimens (#9568)
235
        * Error in data transfer object needed for name part search filters (#9490) 	
236 650 Andreas Müller
237 657 Andreas Müller
{{ref_issues(-q:Release5.22 , id, subject, status)}}
238 641 Andreas Müller
239 648 Andreas Müller
## CDM Platform 5.21 (released Mar 10th, 2021)
240 1 Andreas Kohlbecker
241 642 Andreas Müller
*Issues: {{ref_issues(-f:fixed_version_id = 302 , -c)}}*
242 1 Andreas Kohlbecker
243 647 Andreas Müller
*Downloads:* [TaxEditor](https://dev.e-taxonomy.eu/download/taxeditor/5.21.0/), [CDM Server](https://dev.e-taxonomy.eu/download/cdmserver/5.21.0/), [Data Portal](https://dev.e-taxonomy.eu/download/dataportal/5.21.0/)
244 622 Andreas Müller
245 643 Andreas Müller
**What is new?**
246
247
* - **CDM Library**
248 645 Andreas Müller
    * Added distribution status "undefined" to CDM library
249
    * Improved formatting for classifications
250 1 Andreas Kohlbecker
* - **Data Portal**
251 645 Andreas Müller
    * Correct formatting of condensed distribution string for E+M
252
    * Show distributions of "fallback" areas in textual representations of distributions (for E+M)
253
    * Remove distributions with status "undefined" from distributions in data portal (for E+M)
254
    * Media viewer shows source data for images
255 1 Andreas Kohlbecker
* - **TaxEditor**
256 645 Andreas Müller
    * Fix problem with using TaxEditor on a system using an non-standard encoding (e.g. Turkish)
257
    * Fix critical bug where data changes under certain conditions can get lost if a taxon and its parent taxon is edited at the same time
258
    * Improve performance when saving taxa (and some other operations), mostly for database with large classification trees
259
    * Support workflow for taxon operations (accepted -> synonym, syn -> acc, swap acc/syn, syn->misapplication, move taxon etc) if publish flag or secundum are not equal for taxon and "parent" taxon
260
    * Descriptive data matrix
261
         * Sources for "literature" records editable
262
         * Specimenlist added to taxon (individual associations) are marked as such
263
    * Make copyright statements reusable
264
    * Make abbreviated title and URI editable for rights statements in supplemental data view
265
    * Distribution status "isAbsent" attribute editable
266
    * Order termlists/-trees which are marked as unordered alphabetically by default
267
    * Remove multi-select from default feature tree selection
268
    * Improved image handling for images related to taxa or specimen (media view)
269
    * Further bugfixes
270
         * exception when swapping synonym and accepted if taxon is used in a descriptive dataset
271
         * exception when opening default feature tree selection preference page
272
         * exception when trying to open orphaned taxa in name editor
273
         * LayoutComposite exception when working with taxon related images
274 643 Andreas Müller
* - **Web editor**
275
    * Phycobank registration UI
276 646 Andreas Kohlbecker
         * full support for type designation references
277
         * UI-improvements and bugfixes 
278 622 Andreas Müller
279 644 Andreas Müller
{{ref_issues(-q:Release5.21 , id, subject, status)}}
280
281 639 Andreas Müller
## CDM Platform 5.20 (released Feb 10th, 2021)
282 626 Andreas Müller
283 624 Andreas Müller
*Issues: {{ref_issues(-f:fixed_version_id = 305 , -c)}}*
284 622 Andreas Müller
285 638 Andreas Müller
*Downloads:* [TaxEditor](https://dev.e-taxonomy.eu/download/taxeditor/5.20.0/), [CDM Server](https://dev.e-taxonomy.eu/download/cdmserver/5.20.0/), [Data Portal](https://dev.e-taxonomy.eu/download/dataportal/5.20.0/)
286 622 Andreas Müller
287 628 Andreas Kohlbecker
**What is new?**
288 1 Andreas Kohlbecker
289 628 Andreas Kohlbecker
* - **CDM Library**
290 637 Andreas Müller
    * support for pollen, leafs, and trichomes as tissue samples
291
    * fix formatting for taxa for taxa with secundum detail information
292
    * formatting for DNA Sample
293
    * bugfixes
294 640 Andreas Müller
    * role to allow setting the publish flag added 
295 628 Andreas Kohlbecker
* - **Data Portal**
296 637 Andreas Müller
    * bugfix related to missing source references of distribution data if aggregated data is involved
297 1 Andreas Kohlbecker
* - **TaxEditor**
298 637 Andreas Müller
    * if a new synonym is added the publish flag now gets the same value as the accepted taxon
299
    * bugfix for the reference select dialog
300 635 Andreas Müller
* - **Web editor**
301
    * Phycobank registration UI
302 637 Andreas Müller
         * designation refences for name and specimen type can now be edited
303 635 Andreas Müller
    * Distribution editor
304
         * fix exception when using textual taxon filter 
305 627 Andreas Kohlbecker
306 628 Andreas Kohlbecker
{{ref_issues(-q:Release5.20 , id, subject, status)}}
307
308 612 Andreas Müller
309
## CDM Platform 5.19 (released Jan 27th, 2021)
310
311 1 Andreas Kohlbecker
*Issues: {{ref_issues(-f:fixed_version_id = 298 , -c)}}*
312 599 Andreas Müller
313 634 Andreas Kohlbecker
*Downloads:*   [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/)
314 1 Andreas Kohlbecker
315 612 Andreas Müller
**What is new?**
316
317 630 Andreas Kohlbecker
* - **CDM Library**
318
    * fix handling of 2 person teams in short citations (author + year) 
319
* - **Data Portal**
320
    * specimen lists further improved (work in progress)
321
        * Specimens without assigned field unit are now visible in the tree and "compresses" table view
322
    * remove disabled classifications from advanced search classification filter
323 634 Andreas Kohlbecker
* - **TaxEditor**
324 614 Andreas Müller
 * show taxon name for references used as nomenclatural references in referencing objects view
325
 * distribution editor
326
    * improve sorting (now sorting is equal to sorting in taxon navigator)
327
 * new taxon dialogue
328 620 Andreas Müller
      * fix ignored publish flag
329
      * fix handling of reuse taxon in New Taxon dialogue
330
      * fix exception when reusing a name
331 614 Andreas Müller
 * terms
332 620 Andreas Müller
      * fix copy&paste in term tree editor
333
      * dirty flag not set when moving a feature in feature tree editor
334
      * add "open in " menu to context menu in term/term tree editor
335
      * main menu for term vocabularies and trees refactored and unified
336 614 Andreas Müller
 * details view
337
    * improve and fix handling of fields covered by (un-)protected caches
338
         * fix some inconsistencies
339
         * use light color for indirect protection
340
         * use various colors if >1 caches are using the field
341
 * media
342 620 Andreas Müller
      * changes not persisted in media bulk editor
343
      * missing reference detail in media specimen details view
344
      * update (unprotected) titlecache in media details view when underlying data is changing
345 614 Andreas Müller
      * fixing multiple bugs in media view
346 620 Andreas Müller
 * agents (person, team, instituion)
347
      * improve converting person to team handling (especially handling of cache fields)
348 614 Andreas Müller
      * fix duplicate entries in agent search dialogue
349
 * descriptive data sets navigator ordered alphabetically
350
 * further bug fixes:
351 620 Andreas Müller
      * fix incorrect state of taxon navigator toggle button which indicates if the taxon navigator jumps to the taxon that has the focus
352
      * remove area level from distribution label for distribution areas not having a level
353 1 Andreas Kohlbecker
      * alphabetic ordering of reference types in dropdown lists
354 620 Andreas Müller
      * exception when saving parsed hybrids in name editor
355
      * exception when adding specimen to character matrix
356 1 Andreas Kohlbecker
357 620 Andreas Müller
{{ref_issues(-q:Release5.19 , id, subject, status)}}
358 621 Andreas Müller
359 606 Andreas Müller
## CDM Platform 5.18 (released Dec 3rd, 2020)
360 599 Andreas Müller
361
*Issues: {{ref_issues(-f:fixed_version_id = 295 , -c)}}*
362 1 Andreas Kohlbecker
363 634 Andreas Kohlbecker
*Downloads:*   [TaxEditor](https://dev.e-taxonomy.eu/download/taxeditor/5.18.2/), [CDM Server](https://dev.e-taxonomy.eu/download/cdmserver/5.18.0/), [Data Portal](https://dev.e-taxonomy.eu/download/dataportal/5.18.0/)
364 1 Andreas Kohlbecker
365
**What is new?**
366
367 630 Andreas Kohlbecker
* - **Data Model**
368 1 Andreas Kohlbecker
 * "single sources"
369 605 Andreas Müller
     * 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; 
370 610 Andreas Müller
     * protologues/original publications handled as external link for the nomenclatural source
371
     * original spelling handlied as name used in source of nomenclatural source now (before it was a name relationship)
372 605 Andreas Müller
 * added new nomenclatural status "comb. ined", protected, in sched., pro syn., orth. var. (as status)
373
 * labels updated for "is blocking name for" and "is isonym of", is correct spelling for, is earlier isonym of, conservation designated ; abbreviations updated for op. utique oppr., orth. cons., orth. cons. prop.
374
 * abbreviations added for "Flowering Period" (Fl.) and "Fruiting Period" (Fr.)
375 607 Andreas Müller
 * add [m] as predefined default measurement unit for altitude
376 609 Andreas Müller
 * improved handling of nomenclatural standing of a taxon name
377 630 Andreas Kohlbecker
* - **CDM Library**
378
    * improve formatting with citation detail
379
    * improved type designation formatting
380 634 Andreas Kohlbecker
    * cloning of taxonomic subtrees (not yet available in TaxEditor)
381 630 Andreas Kohlbecker
        * more configurable
382
        * cloning of subtrees, not only classifications, possible
383
    * major upgrade of third party code
384
* - **Data Portal**
385 606 Andreas Müller
 * specimen lists and pages fully refactored and improved (work in progress)
386
 * map serives improved
387 634 Andreas Kohlbecker
 * adapt sort order of taxon tree to sort order in TaxEditor
388 1 Andreas Kohlbecker
 * display of name facts improved
389 606 Andreas Müller
 * new base font size
390
 * improved rendering of footnotes
391 629 Andreas Kohlbecker
 * fix missing nomenclatural status on name pages and registration pages
392 630 Andreas Kohlbecker
* - **Exports**
393 607 Andreas Müller
 * Several major and minor issues fixed in cdmlight export (#9262, #9256)
394 608 Andreas Müller
 * less cryptic default name for cdmlight export file
395 634 Andreas Kohlbecker
* - **TaxEditor**
396 608 Andreas Müller
 * "Single Sources"
397
     * 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.
398 607 Andreas Müller
     * protologues/original publications were moved to the new nomenclatural source section as external link for the nomenclatural source
399 1 Andreas Kohlbecker
     * original spelling now available in nomenclatural source section
400 607 Andreas Müller
 * term tree (hierarchy) editors and character editors fully refactored and many bugs fixed, also preferences for term tree display added
401
 * reduce download size and preparation for further reducing download size
402
 * remove incorrect "invalid designation" handling
403
 * assist for secundum handling when making a synonym an accepted taxon
404 1 Andreas Kohlbecker
 * add LSIDs to persons and references
405 599 Andreas Müller
 * improve default reference type for in-reference creation dialogue (depending of the original reference type), e.g. journal for articles
406 607 Andreas Müller
 * bug fixes:
407
      * missing dropdown list if no rank was selected yet in name details view
408 1 Andreas Kohlbecker
      * adding derived units to derived units (e.g. DNA sample to specimen) is possile again in specimen tree editor
409 599 Andreas Müller
      * error in LSID handling
410 630 Andreas Kohlbecker
* - **Web editor (Phycobank registration UI)**
411 606 Andreas Müller
 * annotations for names and field units visible
412
 * #8859
413 617 Andreas Kohlbecker
414
{{ref_issues(-q:Release5.18 , id, subject, status)}}
415 599 Andreas Müller
 
416 590 Andreas Müller
417 598 Andreas Müller
## CDM Platform 5.17 (released Aug 19th, 2020)
418 590 Andreas Müller
419 592 Andreas Müller
*Issues: {{ref_issues(-f:fixed_version_id = 299 , -c)}}*
420 1 Andreas Kohlbecker
421 634 Andreas Kohlbecker
*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/)
422 1 Andreas Kohlbecker
423 593 Andreas Müller
**What is new?**
424
425 631 Andreas Kohlbecker
* - **Data Portal**
426 595 Andreas Müller
 * image viewer
427
       * improved thumbnail handling
428
       * automated creation of thumbnail URLs (avoids that always 2 or 3 versions of the image have to be stored in the database)
429
       * improved image meta data handling
430 594 Andreas Müller
 * possible default copyright statement below image viewer
431
 * improve handling of annotations and other footnotes like sources
432
      * some more annotations and sources are shown now
433 1 Andreas Kohlbecker
 * improved map representation for TDWG area maps
434 595 Andreas Müller
 * occurrence maps hidden if no data exists 
435 594 Andreas Müller
 * fix bug that misapplied name taxa are not shown and not found in search
436
 * fix bug that placemark icons are not clickable in map
437 1 Andreas Kohlbecker
 * improve test system
438 631 Andreas Kohlbecker
* - **CDM Library**
439 594 Andreas Müller
 * fix https handling for images 
440 631 Andreas Kohlbecker
* - **Web Services**
441 594 Andreas Müller
 * fix bug in taxon service that misapplied name taxa return no result
442 634 Andreas Kohlbecker
* - **TaxEditor**
443 595 Andreas Müller
 * reduce download size (by >100MB)
444
 * make specimen media editable in specimen assistants and in specimen list editor details view (to improve workflow when editing e.g. type specimen)
445
 * find doubtful taxa without having "?" at beginning of search string
446
 * new layout for taxon node dialogue
447
 * additional parameters editable for taxon node placement source
448 1 Andreas Kohlbecker
 * move update site to https
449 595 Andreas Müller
 * open in browser button for ORCIDS
450
 * bugfixes
451
     * when moving synonym into homotypical group of accepted taxon
452
     * missing synchronization between taxon node dialogue and name editor
453 1 Andreas Kohlbecker
     * problems with name fact preferences
454
     * exception when editing data in bulk editor
455 631 Andreas Kohlbecker
* - **Web editor (Phycobank registration UI)**
456 597 Andreas Kohlbecker
    * Collection editor extended by name filed
457
    * Improved authorship inferrence redarding ex-authorship
458
    * NameTypePopupEditor: Genus can be selectable as the name type for higher ranks
459
    * Registration items show type status in bold letters
460 595 Andreas Müller
461 596 Andreas Kohlbecker
{{ref_issues(-q:Release5.17 , id, subject, status)}}
462 1 Andreas Kohlbecker
463 593 Andreas Müller
## CDM Platform 5.16 (released June 30th, 2020)
464 1 Andreas Kohlbecker
465 583 Andreas Müller
*Issues: {{ref_issues(-f:fixed_version_id = 297 , -c)}}*
466 585 Andreas Müller
467 634 Andreas Kohlbecker
*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/)
468 629 Andreas Kohlbecker
469 583 Andreas Müller
**What is new?**
470
471 631 Andreas Kohlbecker
* - **Data Portal**
472 587 Andreas Kohlbecker
 * Fix for sortorder of taxon nodes in taxon tree
473 583 Andreas Müller
 * Fix for incorrect link for geo-coordinates in point maps
474
 * Fix for missing information on taxon pages (see #9095)
475 631 Andreas Kohlbecker
* - **CDM Library**
476 629 Andreas Kohlbecker
 * 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)
477 634 Andreas Kohlbecker
 * Improved caching mechanism (which hopefully leads to less multiple representation exceptions in TaxEditor)
478 583 Andreas Müller
 * Improved formatting and parsing of dates and periods (now we generally use a format like "30 Jun 2020" which is more language independent)
479 634 Andreas Kohlbecker
* - **TaxEditor**
480 584 Andreas Müller
  * Setting focus automatically to newly created facts in Fact View
481
  * Improved reference and author deduplication during creation of new taxa and synonyms
482 588 Andreas Müller
  * Improved handling of malformed URIs
483
  * Fix bug which threw multiple representation exceptions when editing taxa with a taxon node source (which exists very often in some databases)
484 1 Andreas Kohlbecker
  * Fix bug throwing an exception when deleting a classification
485
  * Fix bug throwing an exception when deleting multiple records in bulk editor  
486
487 596 Andreas Kohlbecker
488
{{ref_issues(-q:Release5.16 , id, subject, status)}}
489
490 583 Andreas Müller
491 568 Andreas Müller
## CDM Platform 5.15 (released June 23rd, 2020)
492 558 Andreas Müller
493 574 Andreas Müller
*Issues: {{ref_issues(-q:Release5.15 , -c)}}*
494 548 Andreas Kohlbecker
495 634 Andreas Kohlbecker
*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/)
496 1 Andreas Kohlbecker
497
**What will be new?**
498 563 Andreas Müller
499 631 Andreas Kohlbecker
* - **Data Model**
500 565 Andreas Müller
 * TaxonNode has a "status" attribute now instead of flags "doubtful", "unplaced" and "excluded"
501 567 Andreas Müller
     * Allows to use only max. 1 of the above status for the same node
502 1 Andreas Kohlbecker
     * "Excluded Notes" changed to => "Status notes" and is valid for what ever status has been chosen
503 566 Andreas Müller
 * 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) 
504
 * "Available for" attribute for features to distinguish if features are available for taxa, for names and/or for specimen
505 1 Andreas Kohlbecker
 * Temporal fact datatype for e.g. flowering periods supporting time periods like (Apr-)May-July(-Aug)
506 566 Andreas Müller
 * New feature "Flowering period"
507 1 Andreas Kohlbecker
 * New feature "Altitude" added
508 572 Andreas Müller
 * Rename "later homonym for" to "later homonym of"#
509
 * "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
510
 * Key-Value structure for storing media metadata (not yet used)
511 631 Andreas Kohlbecker
* - **Data Portal**
512 580 Andreas Kohlbecker
 * New implementation of the occurrence point display is maps which allows new important features:
513 579 Andreas Kohlbecker
     * Field unit information can now be shown. 
514 581 Andreas Müller
     * Display of error radius
515
     * NOTE: More exciting features will come with the following releases.
516 572 Andreas Müller
 * 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.
517 571 Andreas Müller
 * The beautiful Noto font family is now the default for the data portal and brings improved readability and excellent unicode support.
518 568 Andreas Müller
 * The status (unplaced, doubtful, excluded) of a taxon node is now shown on taxon pages and in the classification tree. 
519 631 Andreas Kohlbecker
* - **CDM Server**
520 571 Andreas Müller
 * Improved logging
521 568 Andreas Müller
 * Debian installation package improved
522 631 Andreas Kohlbecker
* - **CDM Library**
523 1 Andreas Kohlbecker
 * Improved permissions for users being allowed to edit all taxonomies
524 634 Andreas Kohlbecker
* - **TaxEditor**
525 570 Andreas Müller
 * Improved deduplication, especially for taxa entered via taxon node editor
526 1 Andreas Kohlbecker
 * Persons: allow editing lifespan
527 568 Andreas Müller
 * Possibility to create or update database schema via connect dialog
528
 * Improved layout of connect dialog
529 572 Andreas Müller
 * Taxon nodes status with status notes (see Data Model), available in taxon node wizard and in CDM light export
530 570 Andreas Müller
 * Factual Data:
531
     * Possibility to enter temporal data (phenology)
532
     * Factual dataset source is shown as (uneditable) source for each fact
533
     * Facts view: remember expansion state after deleting
534
     * Remove caching form facts view which (resulted in unexpected results)
535
 * Descriptive dataset editor and matrix editor:
536
     * Improve performance of matrix editor
537
     * Add context menu to matrix editor (and remove preliminary buttons)
538
     * Fix failing adding of specimen which are not attached to a field unit
539
     * Remove taxon in descriptive dataset editor only available if taxon has focus
540
     * Fix bug when selecting a character tree for a descriptive dataset
541
 * Reference bulk editor table has new included columns: year, in-reference, uri
542
 * Open link button for entering DOIs in reference details view
543
 * Features:
544
     * Possibility to define if a feature is available for taxa, specimen and/or taxon names
545
 * Improved decimal/rounding handling of quantitative data (e.g. distinguish 9.1 form 9.10)
546
 * Configurable if the old specimen list editor should be avialable via main menu
547 569 Andreas Müller
 * Bug fixes:
548 570 Andreas Müller
     * Broken media deatils view fixed for "MediaSpecimen" 
549 568 Andreas Müller
     * Exception when creating a new taxon 
550 1 Andreas Kohlbecker
     * Search does find orphaned synonyms now
551 569 Andreas Müller
     * Term search fixed
552 570 Andreas Müller
     * Exception in referencing objects view for TextualTypeDesignations
553 1 Andreas Kohlbecker
     * Exception in name details view if name relations were incomplete (no type, no from-name or no to-name)
554
     * Exception when deleting a descriptive dataset
555
     * Incorrect context menu for synonyms after moving a synonym into or out of the homotypic group
556
     * Opened selection dialogs lock editing in other windows
557
     * Remember expansions state of sections in details view and supplemental data view (this feature was lost for some time)
558 570 Andreas Müller
     * Recently used references list is not emptied anymore after using search dialog for nomenclatural reference
559
     * Bulk editor: multiple deduplications without saving do now remember all deduplications
560
     * Some widget is disposed exceptions fixed
561
     * fix verbatime date not persisted for books
562
563 573 Andreas Müller
{{ref_issues(-q:Release5.15 , id, subject, status)}}
564 563 Andreas Müller
565 1 Andreas Kohlbecker
## CDM Platform 5.14 (released April 8th, 2020)
566
567 629 Andreas Kohlbecker
*Issues: {{ref_issues(-f:fixed_version_id = 293 , -c)}}*
568 563 Andreas Müller
569 634 Andreas Kohlbecker
*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/)
570 558 Andreas Müller
571
**What's new?**
572 559 Andreas Müller
573 631 Andreas Kohlbecker
* - **Data Portal**
574 559 Andreas Müller
    * Structured descriptive data is shown on specimen page as continous text
575 558 Andreas Müller
    * Bugfix for the new universal media viewer
576 559 Andreas Müller
    * Bugfix for some descriptive data pages for taxon descriptions
577 631 Andreas Kohlbecker
* - **Import/Export**
578 559 Andreas Müller
    * Handling of descriptions improved for ABCD import
579
    * Bug fix for CDM lite export of textual type designation missing a language
580 634 Andreas Kohlbecker
* - **TaxEditor**
581 559 Andreas Müller
    * Set as basionym available also for accepted taxa
582
    * Distribution details view: configurable to show also abbreviation for selected named areas
583 1 Andreas Kohlbecker
    * Performance improved for preference dependend descriptive data matrix editing
584 559 Andreas Müller
    * Cloned descriptions show according icon
585
    * User/roles/rights:
586 1 Andreas Kohlbecker
            * ROLE_USER_MANAGER is allowed to change passwords
587 559 Andreas Müller
            * unnecessary "expired" flags removed from User UI
588 1 Andreas Kohlbecker
            * isAdmin valid for all users having ROLE_ADMIN
589 559 Andreas Müller
    * DNA Sample view allows editing of determinations
590
    * Export dialogue remembers last selected folder
591 560 Andreas Müller
    * Bug fixes:
592 559 Andreas Müller
         * Handling of preferences for term lists fixed
593
         * ConcurrentModificationException occurring at different places fixed
594
         * Incorrect handling of "show descriptions only for field units" fixed
595 560 Andreas Müller
         * Missing "id in vocabulary" in term labels fixed
596 559 Andreas Müller
         * Freetext filter for name relationship type selection in name relationship dialogue fixed
597 1 Andreas Kohlbecker
         * Exception caused by missing "number of rows in status dropdown" fixed
598 558 Andreas Müller
         * Exception when opening orphaned names in name bulk editor from search result fixed
599 546 Andreas Müller
    
600 561 Andreas Müller
601 533 Andreas Müller
{{ref_issues(-q:Release5.14 , id, subject, status)}}
602 1 Andreas Kohlbecker
603 551 Andreas Kohlbecker
## CDM Platform 5.13 (released March 23th, 2020)
604 629 Andreas Kohlbecker
605 1 Andreas Kohlbecker
*Issues: {{ref_issues(-f:fixed_version_id = 284 , -c)}}*
606 548 Andreas Kohlbecker
607 634 Andreas Kohlbecker
*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/)
608 1 Andreas Kohlbecker
609
**What's new?**
610 549 Andreas Kohlbecker
  
611 631 Andreas Kohlbecker
* - **Data Portal**
612 548 Andreas Kohlbecker
    * 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/).   
613
    * Several bugfixes regarding security and display of structured descriptions etc...
614 631 Andreas Kohlbecker
* - **Import/Export**
615 548 Andreas Kohlbecker
    * DarwinCoreArchive: Categorical and quantitative data added to export
616 631 Andreas Kohlbecker
* - **CDM Library**
617 552 Andreas Müller
    * Caching of in-references for nomenclatural references: only author's family name (without initials) is used now if available
618
    * Some improvements to the rights&roles management for editing of references
619
    * Bugfixes:
620
         * Names without ranks not found in taxon searches
621
         * Find best matching (in terms of size) image representation fixed/improved
622
         * some further bugfixes
623 634 Andreas Kohlbecker
* - **TaxEditor**
624 1 Andreas Kohlbecker
     * Fix for failing connections (this might be the reason for many unclear errors that occurred in the past)
625 634 Andreas Kohlbecker
     * MacOS X version fixed (TaxEditor available for MacOS X again)
626 629 Andreas Kohlbecker
     * Search in bulk editors now also works on abbreviated title(caches)
627 552 Andreas Müller
     * Some improvements to the distribution editor
628
     * Some improvements to preference pages
629 553 Andreas Müller
     * Freetext search for all dropdown boxes available now
630 555 Andreas Müller
     * Search result view moved to the bottom of taxon navigator view (as default)
631 553 Andreas Müller
     * Taxon navigator allows open-in for multi-selection for name editor and distribution editor
632
     * Suggested file name for DwC-A export improved
633 1 Andreas Kohlbecker
     * Move-to functionality improved in term editor and term tree editor
634 553 Andreas Müller
     * Bugfixes:
635 555 Andreas Müller
         * Names without ranks not found in search
636 552 Andreas Müller
         * NameInSource only added after moving factual data if requested by the user
637 1 Andreas Kohlbecker
         * Measurment units added to quantitative data in descriptive data matrix editor
638 553 Andreas Müller
         * Automatically refresh available-specimen list for descriptive data matrix if descriptive dataset changes
639
         * Name features not visible in taxon factual data view anymore, but only in name factual data view
640 1 Andreas Kohlbecker
         * Inheriting sec-reference for root taxa from classification reference works again
641 553 Andreas Müller
         * Selection list for entering states for categorical data is sorted now
642 1 Andreas Kohlbecker
         * Deleting specimen descriptions possible now
643 555 Andreas Müller
         * Fix for deleting name types
644 631 Andreas Kohlbecker
* - **Web editor (Phycobank registration UI)**
645 556 Andreas Müller
    * Bug fix in reference editor 
646 550 Andreas Kohlbecker
    
647 1 Andreas Kohlbecker
648 547 Andreas Müller
{{ref_issues(-q:Release5.13 , id, subject, status)}}
649 1 Andreas Kohlbecker
650 533 Andreas Müller
## CDM Platform 5.12 (released Jan 20th, 2020)
651 542 Andreas Müller
652 496 Andreas Müller
*Issues: {{ref_issues(-f:fixed_version_id = 283 , -c)}}*
653 629 Andreas Kohlbecker
654 634 Andreas Kohlbecker
*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/)
655 537 Andreas Müller
656
**What's new?**
657
658 631 Andreas Kohlbecker
* - **Data Model**
659 537 Andreas Müller
    * Added "per mm²" to measurement units
660 634 Andreas Kohlbecker
    * Allow linking to CDM taxa as information source (currently only available for algorithms, not (yet) for editing in TaxEditor)
661 631 Andreas Kohlbecker
* - **Data Portal**
662 537 Andreas Müller
    * Structured Descriptions
663 1 Andreas Kohlbecker
          * Show structure descriptions in general page as pseudo feature block (position configurable)
664 537 Andreas Müller
          * Implement explicit page for descriptions, using dataset character/feature tree (or general feature tree) for ordering
665
          * Order states by frequency
666
          * Improve display of average values (and other statistical vlaues) and single values
667 1 Andreas Kohlbecker
          * Support for linking to other CDM records as information source (for aggregated desciptions)
668 537 Andreas Müller
    * Show type designations for synonyms
669
    * Improved handling for URLs linking to not existing/deleted records (e.g. deleted polytomous keys)
670 631 Andreas Kohlbecker
* - **Import/Export**
671 1 Andreas Kohlbecker
    * CDM light:
672 537 Andreas Müller
        * Typification column added to name and homotypical group files
673
        * Handling of name identifiers fixed
674 631 Andreas Kohlbecker
* - **CDM Library**
675 537 Andreas Müller
    * Algorithms for descriptive data aggregation (distributions/structured descriptive data) fixed/improved
676
    * Polynomous key generation algorithm improved
677 1 Andreas Kohlbecker
    * Fix bug for deleting a taxon used in 2 different classifications
678 537 Andreas Müller
    * Fix repair term tree sortindex
679 1 Andreas Kohlbecker
    * Allow distribution aggregation to run on taxonomic subtrees
680 631 Andreas Kohlbecker
* - **Documentation**
681 537 Andreas Müller
    * New Documentation available at https://dev.e-taxonomy.eu/redmine/projects/edit/wiki/PlatformDocumentation
682 634 Andreas Kohlbecker
* - **TaxEditor**
683 539 Andreas Müller
    * Documentation: see above
684 537 Andreas Müller
    * Editing of structured descriptive data now available as standard feature (was experimental before)
685 538 Andreas Müller
            * Character editor
686 537 Andreas Müller
            * Term search
687
            * Matrix editor
688
            * GFBio and ontology imports
689
            * Support for "allow duplicates" for term collections
690 538 Andreas Müller
            * 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)
691 1 Andreas Kohlbecker
    * Distribution aggregation available in taxon navigator
692
    * Added freetext filter to combo boxes
693 538 Andreas Müller
    * Links to other CDM records as information sources visible (but not editable)
694 537 Andreas Müller
    * "Move to ..." added to term editor
695 536 Andreas Müller
    * Improved handling for different term tree types (ordered, flat, distinct, ...)
696
    * Specimen import: list of existing BioCase endpoints available as dropdown
697 542 Andreas Müller
    * Fix multiple bugs related to BioCase specimen import
698 1 Andreas Kohlbecker
    * Fix collapsing tree bug when moving taxa in taxon navigator
699 535 Andreas Müller
    * Fix bug that reference search dialog does not open under certain conditions
700
701 563 Andreas Müller
{{ref_issues(-q:Release5.12 , id, subject, status)}}
702
703 1 Andreas Kohlbecker
## Previous Releases Archive
704
705
see [[CdmPlatformRoadmapArchive]]