EDIT

# CDM Platform Release Notes

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## CDM Platform 5.38 (scheduled for Apr 22nd, 2023)

*Issues: {{ref_issues(-f:fixed_version_id = 320 , -c)}}*

Downloads:(not yet available) [TaxEditor](https://dev.e-taxonomy.eu/download/taxeditor/5.37.0/), [CDM Server](https://dev.e-taxonomy.eu/download/cdmserver/5.37.0/), [Data Portal](https://dev.e-taxonomy.eu/download/dataportal/5.37.0/)

## CDM Platform 5.37 (scheduled for Apr 12th, 2023)

*Issues: {{ref_issues(-f:fixed_version_id = 321 , -c)}}*

Downloads:(not yet available) [TaxEditor](https://dev.e-taxonomy.eu/download/taxeditor/5.37.0/), [CDM Server](https://dev.e-taxonomy.eu/download/cdmserver/5.37.0/), [Data Portal](https://dev.e-taxonomy.eu/download/dataportal/5.37.0/)

## CDM Platform 5.36 (released on Mar 22nd, 2023)

*Issues: {{ref_issues(-f:fixed_version_id = 323 , -c)}}*

*Downloads:*(not yet available)   [TaxEditor](https://dev.e-taxonomy.eu/download/taxeditor/5.36.0/), [CDM Server](https://dev.e-taxonomy.eu/download/cdmserver/5.36.0/), [Data Portal](https://dev.e-taxonomy.eu/download/dataportal/5.36.0/)

* - **CDM Library**

    * Add publisher information to formatting of bibliographic references

    * Fix error when handling countries and other named areas in the same vocabulary

* - **DataPortal**

    * Handle metadata coming from new BGBM image server

* - **TaxEditor**

    * Allow editing remote server connections (no editing in .cdmLibrary/cdm_remote_servers.json anymore)

    * Fix language selection for features in factual data view

    * Referencing Objects View

         * Fix opening a gathering event

         * Improved label for facts and fact sources

    * Fix showing vocabulary in term search

    * Fix performance issue if using another global ("term") language (e.g. Spanish instead of English)

    * Fix saving modified text of quantitative data

    * Remove Specimen Excel import and Endnote import

    * Terms in CDM default vocabularies are not moveable anymore (only labels and symbols in default vocabularies should be editable, but not which terms are in the vocabularies)	

* - **Phycobank**

    * Switch longitude and latitude in Geo Location Field

    * Type designation type selection dialogue replaced by automated detection of expected type designation type 

    * Fix selecting an existing name by a user with submitter rights only

    * Allow adding a new journal by a user with submitter rights only

{{ref_issues(-q:Release5.36, id, subject, status)}}

## CDM Platform 5.35 (released on Jan 5th, 2023)

*Issues: {{ref_issues(-f:fixed_version_id = 323 , -c)}}*

*Downloads:*  [TaxEditor](https://dev.e-taxonomy.eu/download/taxeditor/5.35.0/), [CDM Server](https://dev.e-taxonomy.eu/download/cdmserver/5.35.0/), [Data Portal](https://dev.e-taxonomy.eu/download/dataportal/5.35.0/)

* - **CDM Model**

    * Allow specimens as source for factual data

    * Allow all term types as states in categorical data (before explicit terms of type State were needed as categorical data states, now any term can be used from what ever vocabulary) 

    * UsePlural flag added to StateData (descriptive data) 

    * Improve descriptive data ontology (not yet available)

    * Some internal improvements

* - **DataPortal**

    * Fix external links

    * Fix missing structured descriptions for specimens

    * Fix some red error messages on specimen pages

* - **Export**

    * Add categorical and quantitative data to CDM-light export

* - **TaxEditor**

    * Taxon Editor

         * Fix problems with setting/changing focus (which resulted in wrong data selection in Details View and happened especially when trying to change focus before the Views where fully reprinted/refreshed)

         * Fix missing focus when opening taxon editor 

         * Improve performance when changing selection in taxon editor (but still to slow, we know)

         * Disable Details View if taxon name is edited as freetext. Can be enabled by clicking on the Details View. This is required to refresh the data before editing. 

    * Term Editor

         * Fix problems with order changes

         * Allow multi-select for move and delete

    * Allow editing specimen as sources for factual data

    * Forbid adding specimen status without status type (resulted in missing data in teh data portals)

    * Fix GBIF import

    * Minor bug fixes

{{ref_issues(-q:Release5.35, id, subject, status)}}

## CDM Platform 5.34 (released on Oct 28th, 2022)

*Issues: {{ref_issues(-f:fixed_version_id = 324 , -c)}}*

* - **CDM Model**

    * Added nomenclatural status "nom. & orth. cons."  (if not available for you in TaxEditor please check the preferences Names->Nomenclatural Status)

* - **CDM Library**

    * Remove duplicated colon for taxa having >1 nomenclatural status

* - **TaxEditor**

    * Fix bug showing an error when trying to delete a name that was link by >10 other records (e.g. as name used in source)

    * Fix bug for taxa including hybrid synonyms

*Downloads:* [TaxEditor](https://dev.e-taxonomy.eu/download/taxeditor/5.34.0/), [CDM Server](https://dev.e-taxonomy.eu/download/cdmserver/5.34.0/), [Data Portal](https://dev.e-taxonomy.eu/download/dataportal/5.34.0/)

{{ref_issues(-q:Release5.34, id, subject, status)}}

## CDM Platform 5.33 (released on Oct 10th, 2022)

*Issues: {{ref_issues(-f:fixed_version_id = 321 , -c)}}*

* - **CDM Model**

    * Incorrect label for nomenclatural status "Orthography Conserved" and "Conserved Desig" fixed

* - **CDM Library**

    * Fix problems during parsing or cache updating

* - **Data Portal**

    * Fixed missing informations in compressed specimen table

    * Remove unnecessary php-related error message on some pages

* - **Documentation**

    * Add linux and mac installation instructions

* - **Exports**

    * CdmLight: non-names are formatted in italics

* - **TaxEditor**

    * Availability of partial misapplied name creation is configurable

    * Time period implemented for credits

    * Show description of media in Mediaspecimen, but only if exist

    * Adding created by and created to supplemental data view for users and groups

    * Drop down for reference type is ordered now

    * Reactivate preference for opening new search window for every search 

    * Bugs:

       * some improvements and bug fixes for multilanguage support

       * exception when adding annotations to type designation in Bulk Editor

       * exception handling for invalid name when creating new user    

       * fix cancel for specimen search

       * fix exception in tree viewer in preferences

* - **Browser Editor**

   * Phycobank:

        * fix wrong encoding for cdm server running in docker container

        * fixed errors which appear at different places in phycobank during editing caused by incorrect logging handling

        * for registering a new combination, an external user is now able to add a name in an existing reference

        * self-registration now adds group submitter to new user and persists email and person information  

*Downloads:* [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/)

{{ref_issues(-q:Release5.33, id, subject, status)}}

## 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 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)

    * Improved formatting for pro parte (and partial) misapplications 

    * 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/archive/5.25.0/), [CDM Server](https://dev.e-taxonomy.eu/download/cdmserver/archive/5.25.0/), [Data Portal](https://dev.e-taxonomy.eu/download/dataportal/archive/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/archive/5.24.0/), [CDM Server](https://dev.e-taxonomy.eu/download/cdmserver/archive/5.24.0/), [Data Portal](https://dev.e-taxonomy.eu/download/dataportal/archive/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/archive/5.23.0/), [CDM Server](https://dev.e-taxonomy.eu/download/cdmserver/archive/5.23.0/), [Data Portal](https://dev.e-taxonomy.eu/download/dataportal/archive/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/archive/5.22.0/), [CDM Server](https://dev.e-taxonomy.eu/download/cdmserver/archive/5.22.0/), [Data Portal](https://dev.e-taxonomy.eu/download/dataportal/archive/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/archive/5.21.0/), [CDM Server](https://dev.e-taxonomy.eu/download/cdmserver/archive/5.21.0/), [Data Portal](https://dev.e-taxonomy.eu/download/dataportal/archive/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)}}

## Previous Releases Archive

see [[CdmPlatformRoadmapArchive]]