Release Notes » History » Revision 762
Revision 761 (Andreas Müller, 07/30/2022 09:07 PM) → Revision 762/864 (Andreas Müller, 07/30/2022 09:30 PM)
# Cdm Platform Roadmap
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## CDM Platform 5.33 (scheduled for Aug 30th, 2022)
*Issues: {{ref_issues(-f:fixed_version_id = 321 , -c)}}*
*Downloads:*(not yet available) [TaxEditor](https://dev.e-taxonomy.eu/download/taxeditor/5.33.0/), [CDM Server](https://dev.e-taxonomy.eu/download/cdmserver/5.33.0/), [Data Portal](https://dev.e-taxonomy.eu/download/dataportal/5.33.0/)
## CDM Platform 5.32 (released on July 30th, 2022)
*Issues: {{ref_issues(-f:fixed_version_id = 319 , -c)}}*
* - **Platform**
* Some important software frameworks upgraded
* Website https://cybertaxonomy.org upgraded to Drupal 9
* - **CDM Model**
* New taxon node status "excluded geographically", "excluded taxonomically", "excluded nomenclaturally", "uncertain application" and "unresolved"
* Taxon node status comment was changed to a general taxon node/placement comment
* Namre relationship " *avoids homonym of/ causes replacement name* " added (as alternative to " *has blocking name* ")
* *Accessed* field added to sources based on potenially dynamic references (WebPage, Database, Map) => each usage of the reference can have it's own accessed data, now
* Label for TDWG Area *México Distrito Federal* adjusted (accent added)
* Credits have a time period (not yet implemented in TaxEditor)
* - **Exports**
* CDM light
* support for new taxon node status
* support for taxon node source
* support for taxon node comment
* Improved Imporved order for type designations with multiple field units
* - **Data Portal**
* Show name in source for secundum reference of accepted name
* Maps: replace etopo1 by open_topomap
* Specimen
* attribute *status* shown in tree view and detailed specimen page
* link to *stored under* and *identification* fixed
* improved formatting for missing date parts (days and months)
* Imporved formatting for pro parte (and partial) misapplications
* Improved computation of best matchin thumbnails
* Improved Spanish version
* - **CDM Server**
* Scripts for search index creation fixed and improved
* - **TaxEditor**
* Specimen barcode available on first page on specimen wizard (was hidden on 4th page before)
* Descriptive dataset matrix can be used for full classifications now
* Bugs
* incorrect allocation of relationship type when choosing "pro parte misapplication" (persisted partial misapplication instead)
* adding a specimen to the descriptive data matrix fails
* make WebPage.Accessed deletable
* error when editing "multilanguage support" preference
* error when editing a feature tree without saving at start
*Downloads:* [TaxEditor](https://dev.e-taxonomy.eu/download/taxeditor/5.32.0/), [CDM Server](https://dev.e-taxonomy.eu/download/cdmserver/5.32.0/), [Data Portal](https://dev.e-taxonomy.eu/download/dataportal/5.32.0/)
{{ref_issues(-q:Release5.32, id, subject, status)}}
## CDM Platform 5.31 (released on April 6th, 2022)
*Issues: {{ref_issues(-f:fixed_version_id = 318 , -c)}}*
*Downloads:* [TaxEditor](https://dev.e-taxonomy.eu/download/taxeditor/5.31.0/), [CDM Server](https://dev.e-taxonomy.eu/download/cdmserver/5.31.0/), [Data Portal](https://dev.e-taxonomy.eu/download/dataportal/5.31.0/)
* - **BGBM Server Instances**
* All upgraded to the latest OS (operating system) version
* Functionality added to use the new BGBM media hub
* - **Documentation**
* Developer documentation refactored and updated
* - **Data Portal**
* Show "not designated" for type designations if selected
* Improved usage of https for specimen maps
* - **TaxEditor**
* Specimen status (lost, not seen, etc.) editable in TaxEditor
* Improve referencing objects formatting for descriptive data
* Include area into common name label in facts view
* Fixing and improving the prefilling of the nomenclatural reference search dialogue
* Bugfixes:
* Error after moving a taxon
* Newly created derived unit was not available in selection dialogue
{{ref_issues(-q:Release5.31, id, subject, status)}}
## CDM Platform 5.30 (released on March 3rd, 2022)
*Issues: {{ref_issues(-f:fixed_version_id = 317 , -c)}}*
* - **Data Portal**
* Fix missing number of search results in advanced search paged result (was 24 instead of 25)
* Fix warning is shown instead of synonymy if a synonyms secundum reference has a not-automized author team
* Fix paging on author search page (relevant for phycobank)
* - **TaxEditor**
* Disable primary collector (for field units) when no collector team is selected yet
* Fix parser was slow for taxon names with author teams in large databases
* Fix "index out of bounds" exception when moving taxa (to other parent or into synonymy)
* Bibliographic references did show abbreviated author label instead of full author label
* Fix collector dialogue new person button opens new team wizard instead of new person wizard
* Fix term editor does show term in selected language for term representations
*Downloads:* [TaxEditor](https://dev.e-taxonomy.eu/download/taxeditor/5.30.0/), [CDM Server](https://dev.e-taxonomy.eu/download/cdmserver/5.30.0/), [Data Portal](https://dev.e-taxonomy.eu/download/dataportal/5.30.0/)
{{ref_issues(-q:Release5.30, id, subject, status)}}
## CDM Platform 5.29 (released on Feb 15th, 2022)
*Issues: {{ref_issues(-f:fixed_version_id = 314 , -c)}}*
* - **CDM Model**
* Status such as "lost" or "not seen" added to specimens (derived units) - not yet implemented in TaxEditor
* - **Imports/Exports**
* Improved deduplication functionality for imports
* RIS (reference) import implemented for book sections
* Bug fix for handling type designations ruding ABCD import
* - **Data Portal**
* Search on common names disabled by default
* Implement textbased modul for temporal data (e.g. flowering and fruiting periods)
* Fix duplicated images in image viewer
* Bug fixes to the agent search results page regarding search filters and display of identifiers
* - **Formatting**
* Remove trailing full stop from specimen full title(-cache)
* Seperator for collection code and accession number for specimen formatting
* Fix missing space before series part in nomenclatural sources if series part starts with a letter
* - **CDM Server**
* Fix with logging when restarting a single instance via CDM Server management UI
* - **BGBM based EDIT databases and portals**
* Finished migration to https
* - **TaxEditor**
* Primary collector editable for field units (to add a field number to a single person within the collector team)
* Tooltip for data cells in bulk editors
* Improve structured descriptive data matrix refresh after adding a specimen or running data aggregation
* Fix:
* Name-in-source not shown if id-in-source is disabled
* Newly created collector team is not shown in selection dialogue
* Incorrect "null" label in author search dialogue
* Missing label in term editor for vocabularies having only protected title cache
* Restore default for "Default feature tree" - selection in preferences
* Error when opening dialogue to create a polytomous identification key
* Error when creating a new taxon in an empty classification
* Error after moving a synonym under certain conditions
* Error when deleting a description in factual data view
* Collector field in specimen dialogue/details view must show the collectors "collector title" not the general title(-cache)
* Error when canceling taxon selection for move-synonym dialogue
* - **BrowserEditor**
* Password recovery (not only for Phycobank)
* Self-registration service (not only for Phycobank)
* UI Improvements:
* Better representation of sub-collection in collection editor.
* Several bug fixes:
* messed type designation display in the registration summaries fixed.
* Media source citations of media specimens are now shown.
* type status filter UI element in the registration list view has been fixed.
*Downloads:* [TaxEditor](https://dev.e-taxonomy.eu/download/taxeditor/5.29.0/), [CDM Server](https://dev.e-taxonomy.eu/download/cdmserver/5.29.0/), [Data Portal](https://dev.e-taxonomy.eu/download/dataportal/5.29.0/)
{{ref_issues(-q:Release5.29, id, subject, status)}}
## CDM Platform 5.28 (released on Nov 3rd, 2021)
*Issues: {{ref_issues(-f:fixed_version_id = 313 , -c)}}*
* - **CDM Library**
* Fix bug when updating older databases not being in use for some time
* - **Data Portal**
* Fix bug which shows exceptions when searching with misapplications included and which does not show the result correctly
* - **TaxEditor**
* Menu entries and labels using label for former "name editor" updated to "taxon editor"
* "Name used in source" available for accepted taxon secundum references
* Sources for descriptions which are also shown for each description item are no longer editable in the description item details view
* Sources for disabled descriptions/ description items are visible now
* Improved performance and memory usage for loading combo box terms which belong to term types with a large number of terms (e.g. character states)
* Descriptive Dataset Matrix:
* fix handling for unexpected data with >1 record per category => now all data is shown but the data is not editable (before it was invisible)
* clones, created during aggregation are not editable in factual data view anymore
* matrix does not collapse after aggregation anymore (has open issues)
* aggregation wizard:
* fix incorrect selection of min rank when max rank is selected
* selection of "aggregate full dataset" is functional now
* Distribution Editor: vocabularies with multi-language labels did occur twice in select dialogue
* Bug fixes:
* "set as basionym" was not available for heterotypic synonyms after changing synonymy via drag&drop
* when removing all elements of a description, the description disappeared from factual data view
* - **Web editor**
* Bug fix for displaying scientific name in the registrations list view
* Bug fix for editing the nomenclatural standard abbreviation of authors
*Downloads:* [TaxEditor](https://dev.e-taxonomy.eu/download/taxeditor/5.28.0/), [CDM Server](https://dev.e-taxonomy.eu/download/cdmserver/5.28.0/), [Data Portal](https://dev.e-taxonomy.eu/download/dataportal/5.28.0/)
{{ref_issues(-q:Release5.28, id, subject, status)}}
## CDM Platform 5.27 (released on Oct 11th, 2021)
*Issues: {{ref_issues(-f:fixed_version_id = 312 , -c)}}*
* - **CDM Model**
* Labels for countries updated (only short form is available as default language, official form - like Federal Republic of Germany - is available in description), all countries updated to current state
* Spanish country names added (only available on request for now)
* Added "Cultivar Group" as taxon name epithet
* including split of rank "grex" as either cultivar rank (for orchids) or old botanical rank
* Ranks lusus, subgrex and subproles added
* - **CDM Library**
* Bug fixed in deduplication for persons parsed during freetext taxon name editing (deduplication did not work since release 5.25)
* Improved handling for cultivar names (ICNCP) - support for parsing and formatting cultivars, cultivar groups and grex (ICNCP)
* Parser supports pseudo-person "hort."
* Email service for password recovery implemented (not yet available in user interfaces)
* Improved descriptive dataset aggregation
* include "literatur" descriptions
* improved source handling
* improved re-aggregation handling
* - **Data Portal**
* Improvements to the "External Links" management and updating link templates.
* Improved representation of web application media items in the media galleries
* Fix failing misapplied name handling
* Support for https finalized
* pre-configured map layers using HTTPS (most BGBM based dataportals use HTTPS now)
* wnsuring access to the web service is handled via HTTPS
* Improved default formatting and footnote handling in distribution strings
* - **Import / Export**
* CDM light:
* dummy lines for empty tables added
* type specimens added to specimen table
* type designation to specimen relationship table added
* RIS reference import
* import for tag PY fixed
* import for tag CY implemented
* - **TaxEditor**
* Former "Name Editor" (freetext editor area) was re-named to "Taxon Editor" (please only use the name in future)
* Descriptive dataset matrix:
* fix error when adding a new specimen to the matrix (reload matrix was required after this error)
* improve performance when loading and saving the matrix
* improved aggregation (see also "Cdm Library" above)
* improved aggregation dialog
* important open issue: aggregating full descriptive dataset does currently not work
* Editing for language vocabularies available
* Performance improvement for descriptive dataset matrix
* Improved support for cultivar names
* Available common name languages added as database preference (it was a local preference before already)
* Improved workflow support for secundum references when moving a taxon to a new parent
* Set "unplaced", "excluded" and "doubtful" removed from taxon navigator context menu, as they require usually the reason for setting the flag information
* Bugfixes:
* error message and need to reload matrix after adding a new specimen to descriptive dataset matrix
* error message when opening specimen import views
* bugs appearing under certain conditions in "Move taxon" dialogue
* - **Web editor**
* Improved editing of publication sections
* Improved display and order of type designations
* Editor for persons and teams improved through field descriptions
* Editing of collector titles is available
*Downloads:* [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/)
{{ref_issues(-q:Release5.27, id, subject, status)}}
## CDM Platform 5.26 (released on Aug 4th, 2021)
*Issues: {{ref_issues(-f:fixed_version_id = 311 , -c)}}*
*Downloads:* [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/)
* - **CDM Library**
* Fixing wrong labels of specimen scans (this mainly affects the Data Portal representation in the specimen table view)
* Fixing problem with the image metadata web service
* - **Data Portal**
* 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)
* Option to use the long summary-label or short collecting string for field units labels
* - **Import / Export**
* Fixing bug in the cdm-light export, when it is starting export via the TaxEditor
* - **TaxEditor**
* fixed bug related to "Open URL" button for protologues
* fixed bug related to delete of not persisted facts
* - **Web editor**
* fixed bug in author team editor
{{ref_issues(-q:Release5.26, id, subject, status)}}
## CDM Platform 5.25 (released on July 8th, 2021)
*Issues: {{ref_issues(-f:fixed_version_id = 304 , -c)}}*
*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/)
**What is new?**
* - **CDM Model**
* Collector title (including protectable collector titlecache) for persons and teams
* Explicit nomenclatural title for persons
* New unspecific "non ..." taxon name relationship
* New class for taxonomic operations (experimental)
* Fix column length for author and descriptive dataset titlecache in some databases
* - **CDM Library**
* Improve field unit and specimen formatting algorithm
* Fix titlecaches handling for some data that could not be found by search due to incorrectly stored empty titlecaches
* Improve title generation for media title generated form underlying file name
* - **Data Portal**
* Fully refactored external links modul allows for adding removing and re-organizing external links
* Fix formatting for references using nomenclatural code edition
* Fix position of footnotes for notes in brackets
* Fix a couple of errors triggered by incorrect data initialization on server side
* Fixed bug in advanced taxon search
* - **Import / Export**
* Some improvements on CDM light export (e.g. formatting of homotypical groups)
* - **TaxEditor**
* Make all disabled fields copyable (for copy&paste)
* Authors
* Make new nomenclatural title and collector title (+cache) fiels editable
* Open search dialogue immediately when adding a new team member
* Allow search on collector titlecache
* Bulk editor
* Collector titlecache and protected fiels for collector and titlecache and nomenclatural titlecache available in author bulk editor
* Set focus to remaining record after deduplication in bulk editor
* Term tree editor
* improved handling of newly created term trees
* added symbols to distinguis trees and lists
* show (disabled) details for terms
* show supplemental data for term nodes
* add "open in vocabulary"
* improve drag&drop
* Specimens
* remove "field unit" form record basis selection combo box
* remove title dialogue for new specimens in specimen list editor
* Bugs:
* incorrect filling of details view after a new misapplication has been created
* fixed bug when editing taxon name supplemental data (e.g. name identifiers) in name editor
* exception when deleting a synonym with no name attached
* in specimen details view the titlecache field is not enabled if the specimen has a protected titecache
* inform user that TaxEditor resart is required if an "OptionalDataException" is the cause of an error
* - **Web editor**
*
{{ref_issues(-q:Release5.25, id, subject, status)}}
## CDM Platform 5.24 (released on Jun 2nd, 2021)
*Issues: {{ref_issues(-f:fixed_version_id = 310 , -c)}}*
*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/)
**What is new?**
* - **CDM Library**
* Formatting
* remove full stop at the end of title caches for references
* handle nomenclatural title cache similar to nomenclatural source formatting (but without detail)
* - **Data Portal**
* Search including misapplications works again
* Image viewer displays media files much faster in specific situations.
* Bugfix for specimen with media
* - **TaxEditor**
* Finalize "allow duplicates" handling for term trees
* Handling of computed descriptions configurable (selectable modes: not visible, not enabled, enabled)
* Editing field units works again
* Fix delete synonyms that are used as "named used in source"
* Improve handling of "OptionalDataException"
* Fix error when deselecting a term during term selection dialogue for term tree items
* - **Web editor**
* Bugfix for name type designations in phycobank editor
{{ref_issues(-q:Release5.24, id, subject, status)}}
## CDM Platform 5.23 (released for May 19th, 2021)
*Issues: {{ref_issues(-f:fixed_version_id = 309 , -c)}}*
*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/)
**What is new?**
* - **CDM Model**
* Adaptations for the upcoming taxon concept/identifier strategy for E+M
* Rename ICNB to ICN
* Label for nomenclatural code editions
* Unified word seperator (underscore) for role based groups
* - **CDM Library**
* Formatting and Parsing
* Improved formatting for teams (no et al. anymore for long citations, unified short citation handling)
* Improved formatting for references
* year behind author and followed by colon, not at the end anymore
* pages for booksections
* improved formatting for subsections of booksections and articles
* Improved formatting for misapplications (when being searched via titleCache e.g. in TaxEditor)
* Improved formatting of specimen being media
* Improved formatting for specimen being DNA samples
* Improved formatting for condensed distribution string for areas having subareas with various status
* parser for original spelling
* Media info service added for fast image metadata reading
* role "user manager" added
* - **Imports/Exports**
* CDM Light
* Add appended phrase to taxon table
* move condensed distribution string to simple facts
* fix handling of sec references of misapplied names/pro parte synonyms
* - **CDM Server**
* instances with severe problems should not start
* - **Data Portal**
* Remove duplicates from specimen trees
* Remove redundant field unit information from derived units in specimen view
* Bugfix for regressions in context with using extended secundum sources in 5.22
* Some further bug fixes for specimen related data
* - **TaxEditor**
* Flag to include authors in taxon and name search in TaxEditor
* Include misapplications and pro parte synonyms in "set secundum for subtree"
* Improved progress monitoring and reporting for some long running tasks (like "set XXX for subtree")
* Refresh navigator after ABCD import
* Improved handling of specimen being media or DNA sample
* Sorting for distribution status drop downs in distribution editor improved
* Disable computed descriptions in factual data view
* Bug fixes:
* Error when swaping taxon and synonym
* Incorrect handling of selected secundum references when moving a synonym to another accepted taxon
* Removed warning (and data loss) before trying to open a taxon a second time in name editor
* Problems when saving a polytoumos key (including fix for incorrect numbering after such changes)
* Selection for team members does not filter on persons only
* Disable details view for structure and property trees in character editor
* Searching for not existing UUIDs in bulk editor throws exception
* Remove duplicated terms from search in databases with >1 language (e.g. Englisch and Spanisch)
{{ref_issues(-q:Release5.23 , id, subject, status)}}
## CDM Platform 5.22 (released Apr 16th, 2021)
*Issues: {{ref_issues(-f:fixed_version_id = 303 , -c)}}*
*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/)
**What is new?**
* - **CDM Model**
* 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
* Add "ratio to" for characters expressing a property ratio between 2 structures (e.g. length ration upper leave to lower leave)
* - **CDM Library**
* Improve name parser to recognize journals like PhytoKeys and PLoS ONE
* Improve name parser to recognize and handle "ser." correctly
* Improve formatting for bibliographic in-references
* Improved formatting for taxa using a webpage as secundum reference (title does not include the URI anymore)
* 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)
* Sorting for certain invalid designations improved (e.g. for misspellings, which are set to the end now)
* - **Imports/Exports**
* Cdm light:
* fix bug in type designation export
* flag names in name type designations to make it possible to format them in italics
* ABCD import:
* mark taxon descriptions as specimens holding descriptions where suitable and use only a single description for holding specimens
* - **Data Portal**
* New implementation of the specimen tree view that shows specimen data in a collapsible derivation tree
* Lower default zoom level for occurrence maps
* Fix sort order in condensed distribution strings for E+M
* - **TaxEditor**
* Referencing objects
* improve performance
* cancelable if list is long
* allow "open in ..." also for sources
* improved label for some categories
* recursive call of referencing objects view
* Sources
* implement advanced secundum sources
* Reduce visible fields for nomenclatural sources
* Remove "type" from all external links
* Bulk editors
* 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
* show and allow editing by "created by"
* text in fields is copyable
* Make handling of original spellings configurable when deleting a name
* Add symbol to taxon factual datasets holding specimens
* Add preferred stable identifier field in type designation duplicate wizard
* Bug fixes
* correct saving of publish flags for occurrences/specimen
* ordering in character editor structure tree
* multi-select handling for "open in distribution editor" in taxon navigator
* unpersisted term tree title for newly created term trees
* exception when reusing a name in new taxon dialogue
* cancel behavior for "Change accepted to synonym"
* - **Web editor**
* Bug fixes
* problems with selection of media references of type specimens (#9568)
* Error in data transfer object needed for name part search filters (#9490)
{{ref_issues(-q:Release5.22 , id, subject, status)}}
## CDM Platform 5.21 (released Mar 10th, 2021)
*Issues: {{ref_issues(-f:fixed_version_id = 302 , -c)}}*
*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/)
**What is new?**
* - **CDM Library**
* Added distribution status "undefined" to CDM library
* Improved formatting for classifications
* - **Data Portal**
* Correct formatting of condensed distribution string for E+M
* Show distributions of "fallback" areas in textual representations of distributions (for E+M)
* Remove distributions with status "undefined" from distributions in data portal (for E+M)
* Media viewer shows source data for images
* - **TaxEditor**
* Fix problem with using TaxEditor on a system using an non-standard encoding (e.g. Turkish)
* 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
* Improve performance when saving taxa (and some other operations), mostly for database with large classification trees
* 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
* Descriptive data matrix
* Sources for "literature" records editable
* Specimenlist added to taxon (individual associations) are marked as such
* Make copyright statements reusable
* Make abbreviated title and URI editable for rights statements in supplemental data view
* Distribution status "isAbsent" attribute editable
* Order termlists/-trees which are marked as unordered alphabetically by default
* Remove multi-select from default feature tree selection
* Improved image handling for images related to taxa or specimen (media view)
* Further bugfixes
* exception when swapping synonym and accepted if taxon is used in a descriptive dataset
* exception when opening default feature tree selection preference page
* exception when trying to open orphaned taxa in name editor
* LayoutComposite exception when working with taxon related images
* - **Web editor**
* Phycobank registration UI
* full support for type designation references
* UI-improvements and bugfixes
{{ref_issues(-q:Release5.21 , id, subject, status)}}
## CDM Platform 5.20 (released Feb 10th, 2021)
*Issues: {{ref_issues(-f:fixed_version_id = 305 , -c)}}*
*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/)
**What is new?**
* - **CDM Library**
* support for pollen, leafs, and trichomes as tissue samples
* fix formatting for taxa for taxa with secundum detail information
* formatting for DNA Sample
* bugfixes
* role to allow setting the publish flag added
* - **Data Portal**
* bugfix related to missing source references of distribution data if aggregated data is involved
* - **TaxEditor**
* if a new synonym is added the publish flag now gets the same value as the accepted taxon
* bugfix for the reference select dialog
* - **Web editor**
* Phycobank registration UI
* designation refences for name and specimen type can now be edited
* Distribution editor
* fix exception when using textual taxon filter
{{ref_issues(-q:Release5.20 , id, subject, status)}}
## CDM Platform 5.19 (released Jan 27th, 2021)
*Issues: {{ref_issues(-f:fixed_version_id = 298 , -c)}}*
*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/)
**What is new?**
* - **CDM Library**
* fix handling of 2 person teams in short citations (author + year)
* - **Data Portal**
* specimen lists further improved (work in progress)
* Specimens without assigned field unit are now visible in the tree and "compresses" table view
* remove disabled classifications from advanced search classification filter
* - **TaxEditor**
* show taxon name for references used as nomenclatural references in referencing objects view
* distribution editor
* improve sorting (now sorting is equal to sorting in taxon navigator)
* new taxon dialogue
* fix ignored publish flag
* fix handling of reuse taxon in New Taxon dialogue
* fix exception when reusing a name
* terms
* fix copy&paste in term tree editor
* dirty flag not set when moving a feature in feature tree editor
* add "open in " menu to context menu in term/term tree editor
* main menu for term vocabularies and trees refactored and unified
* details view
* improve and fix handling of fields covered by (un-)protected caches
* fix some inconsistencies
* use light color for indirect protection
* use various colors if >1 caches are using the field
* media
* changes not persisted in media bulk editor
* missing reference detail in media specimen details view
* update (unprotected) titlecache in media details view when underlying data is changing
* fixing multiple bugs in media view
* agents (person, team, instituion)
* improve converting person to team handling (especially handling of cache fields)
* fix duplicate entries in agent search dialogue
* descriptive data sets navigator ordered alphabetically
* further bug fixes:
* fix incorrect state of taxon navigator toggle button which indicates if the taxon navigator jumps to the taxon that has the focus
* remove area level from distribution label for distribution areas not having a level
* alphabetic ordering of reference types in dropdown lists
* exception when saving parsed hybrids in name editor
* exception when adding specimen to character matrix
{{ref_issues(-q:Release5.19 , id, subject, status)}}
## 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/5.18.2/), [CDM Server](https://dev.e-taxonomy.eu/download/cdmserver/5.18.0/), [Data Portal](https://dev.e-taxonomy.eu/download/dataportal/5.18.0/)
**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", protected, in sched., pro syn., orth. var. (as status)
* 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.
* 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
* - **Web editor (Phycobank registration UI)**
* annotations for names and field units visible
* #8859
{{ref_issues(-q:Release5.18 , id, subject, status)}}
## 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
* - **Web editor (Phycobank registration UI)**
* 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)}}
## Previous Releases Archive
see [[CdmPlatformRoadmapArchive]]