Changing Taxon Tile and Statistics Panel behaviors

Below are a few proposed UI changes to Taxon Tiles and Stats Panel in SP7, mentioned in this post.

Overhauling these is fairly low on the list of features I’d want to see devs spend a ton of time on right now given more pressing issues (like batch edit and fixes to export encoding/aggregated field handling), but a few of the things below seem trivial to implement, and might really improve database usability and clarity for lay users.

  • Our preference for taxon tiles behavior is to have the tiles display the relative proportion of lots by the preferred name of their current determination only, rather than for the determined taxa themselves (see the above linked thread for more details on how tiles currently works, at least in our instance). Having this dichotomy be user-configurable (a switch for determined taxon or preferred taxon) settable at the user or collection level) would be ideal.
  • Allowing collections to add fields to the query that is run when clicking on a tile would be great as well. Because the tiles don’t appear to be getting their count info from the associated queries, it shouldn’t impact load times for the graph itself.
  • If taxon tiles are not set to be the home page, there’s currently no sidebar menu option to view them. Having them added to preferences as a “visualization” tab, with the potential for other visualization options in the future, would be nice! (Of course, trees are also visualizations, but only of relationships, not of relative quantities.) It would also be interesting to allow similar “visualization+clickable query” UI with the contents of other tables, for example, agents, events, localities, geographies, storage, preptype, etc. Until then, simply having the option in preferences to get to the taxon tile page when it is not the homepage would be cool.
  • Being able to zoom in on a section of the tiles, or change the way tiles are grouped, would make the visualization much more useful. An interface using a more hierarchical treemap that was divided or colored based on the ranks the user selected in a particular tree, for example.
  • Allowing the Statistics page to be the homepage – I thought that I read somewhere that this was possible, but can’t find any documentation of it. If it’s not possible, it should be!
  • Allowing users to re-order stats panels (either by editing a number field, or dragging and dropping). The fact that one needs to remake all the panels in order to switch the order they display in is really cumbersome.
  • Allowing users to more directly interface with calculated queries in the stats panels. Currently, the stock % calculation queries cannot be altered these queries are too one-size-fits all to be very useful – my collection displays “84+% imaged” because most lots have an attachment record that links to a ledger scan. But I can’t make a % based query that shows the proportion of lots that have specific types of attachment associated with them (i.e. a photograph of the specimen, a photograph of the labels, an SEM, an x-ray, etc).

I’m curious to hear if any of these have been requested before.

Nate,

Thanks for your post to the feature request category!

I’ve created two feature requests on GitHub for this, one for improvements to the taxon tiles (issue #5483) and one for statistics page (issue #5482).

Please review these and let us know if they adequately encompass the context and scope of your requests. Once confirmed, I will change their status to “Verified”!

Thank you again :slight_smile:

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Thanks Bronwyn, I would only add one thing (which I didn’t have in my initial post, but which I thought of when reading the issue that you linked in the Github tracker Taxon tiles are not filtered by collection. · Issue #303 · specify/specify7 · GitHub )

Ideally, both the stats panel and taxon tiles should be able to be viewed for all collections in a database (or all collections within a specific scope, such as division, discipline, etc) AND viewed for the current collection only.
Kind of similar to how there are two tabs for a stats panel, one with the public stats, and one with stats for a given user.
There should probably be an option “stats queries run against: all collections | just current collection”
and
“view taxon tiles for: all collections | just current collection”