Data Forms Interface |
|
|
Required Fields |
✓ |
✓ |
Carry Forward |
✓ |
✓ |
Configure Carry Forward to Select Fields |
✓ |
|
Auto-assign catalog number option |
✓ |
Yes, but can’t disable |
Clone Record |
✓ |
✓ |
Query Combo Box (QCB) Autocomplete |
✓ |
✓ |
Query Combo Box Search inside Query Builder |
|
✓ |
Relationships between Collection Objects from different Collections |
✓ |
✓ |
Set usage notes for a field in form field mouseovers |
✓ |
✓ |
Support for Collection Object Containers |
✓ |
✓ |
Create Pick Lists from entire table, a column or user defined items |
✓ |
✓ |
Enable Subforms on Forms |
✓ |
✓ |
Display Subform Records in Grid View |
✓ |
✓ |
Change sort order for Subforms or Grid View |
|
✓ |
Configure Fonts |
✓ |
✓ |
Configure Colors |
✓ |
✓ |
Configure form width |
|
✓ |
Configure date format |
✓ |
✓ |
User Interface for selecting a Date / partial Date |
|
✓ |
Batch Identify |
✓ |
|
Hide portions of the form based on Agent type |
✓ |
|
Series Data Entry |
✓ |
✓ |
Query Builder |
|
|
Sort on one/multiple columns |
✓ |
✓ |
Filter criteria |
✓ |
✓ |
Multiple filter criteria for a field using union (logical OR) |
|
✓ |
Count records |
✓ |
✓ |
Run distinct query (removes duplicates from results) |
✓ |
✓ |
Pick List support in Query Builder |
|
✓ |
Save As for queries |
✓ |
✓ |
Import/Export Queries |
✓ |
✓ |
Export formats for query results |
XLSX, XLSX, CSV |
CSV |
Create KML output file |
|
✓ |
Create Record Set |
✓ |
✓ |
Create Record Set from a subset of query results |
✓ |
✓ |
Show more than one record in form view from result set |
All records |
All, or selected only |
Always checkbox for field |
✓ |
|
Prompt checkbox for field when running report |
✓ |
|
Series results checkbox |
|
|
Search synonyms checkbox |
|
|
Query on a field that is hidden in schema config |
|
✓ |
Show all attachments for result set |
✓ |
|
Print reports on selected records from result set |
✓ |
Can be done though a record set |
Show all attachments for result set |
|
|
Simple Search |
|
|
Wild cards and stemming |
✓ |
✓ |
Search multiple tables |
✓ |
✓ |
Full text indexing and search |
✓ |
✓ |
Simple search configuration dialog |
✓ |
No User interface for configuration. Inherits Sp6 settings. Can also be configured by editing XML |
Select individual records from search result set to create record set |
✓ |
✓ |
Show all attachments for result set |
✓ |
|
Show more than one record in form view from result set |
✓ |
✓ |
Export records from result to Excel |
✓ |
|
Print reports on selected records from result set |
|
|
Interactions |
|
|
Create Loan/Gift from Record Set |
✓ |
✓ |
Create Loan/Gift from CO Prep |
✓ |
|
Create Loan/Gift from uncataloged item |
✓ |
✓ |
Ability to Deaccession items |
✓ |
|
Autofill Date |
✓ |
Yes, in form definition |
Ability to add collection objects to accession from accession form using magnifying glass icon with plus sign. |
✓ |
|
Information requests |
✓ |
|
Configure Email Address for autofill |
Yes, in settings |
Yes, in form definition |
Loan form missing attachment set in Specify 6 prefs |
|
|
Preparations Based interactions Option (Loan, Gift, Borrow, Exchange In, Exchange Out) |
✓ |
|
Scan barcodes to return Items |
✓ |
✓ |
Count fields for entire interaction record |
✓ |
|
Tree-structured data and Interfaces |
|
|
Move |
✓ |
✓ |
Merge |
✓ |
✓ |
Synonymize |
✓ |
✓ |
Undo synonym |
✓ |
✓ |
Add Child |
✓ |
✓ |
Delete node |
✓ |
✓ |
Go to Associated Collection Objects |
✓ |
✓ (sets up a query) |
Search |
✓ |
Yes. Also shows rank names |
Collapse tree ranks |
✓ |
✓ |
Split view mode |
✓ |
|
View mode – useful so as not to lock others out of tree |
✓ |
No locking out functionality in Sp7. Tree is read-only for those without edit access |
Delete node |
✓ |
✓ |
Move columns left |
✓ |
✓ |
Customize Tree definition |
✓ |
✓ |
Attachments |
|
|
Add Attachment via form |
✓ |
✓ |
View attachment in a data form |
✓ |
✓ |
Open attachment in external program (like Word, Adobe Acrobat, …) |
✓ |
✓ |
View attachment in web browser |
|
✓ |
Bulk upload of attachments |
✓ |
|
Attachment metadata (View, Edit, Query) |
✓ |
✓ |
Sort attachments |
|
✓ |
Change attachments grid size |
|
✓ |
Configure attachment location |
✓ |
|
WorkBench Module |
|
|
Create Data Set from import file formats |
XLSX, XLS, CSV |
XLSX, XLS, CSV, TSV, PSV |
Create Data Set through keystroke Data Entry |
✓ |
✓ |
Export Data Set |
✓ |
✓ |
Export MS Excel template with DB field mappings embedded |
✓ |
N/A |
Importing large Data Sets |
Up to 7,000 rows |
Unlimited (limited only by the performance of the server) |
Sort |
✓ |
✓ |
Undo (reverse) a database upload batch |
Only until finalized by user action |
Anytime, until uploaded records are subsequently changed |
Sort on multiple columns |
|
✓ |
Remember sort settings |
|
✓ |
Simple Search |
✓ |
✓ |
Advanced search (case sensitivity, whole words, regular expressions) |
|
✓ |
Replace / Replace All |
|
✓ |
Cell navigation (navigate between search results/error cells/modified cells) |
|
✓ |
Fill Up |
✓ |
✓ |
Fill Down |
✓ |
✓ |
Automatic carry forward for new spreadsheet rows |
✓ |
Can manually fill down |
Auto fill catalog number |
✓ |
✓ |
Add and delete rows |
✓ |
✓ |
Clear cells |
✓ |
✓ |
Plot records on a map |
✓ |
Enhanced support (plotting polygons, error radiuses. Also, can switch/add new base maps or print the map) |
GEOLocate |
✓ |
✓ |
Change geocoordinate formats |
✓ |
✓ |
Attach images to rows |
✓ |
|
Form view |
✓ |
|
Generate reports from WorkBench DataSets |
✓ |
|
Validate data before uploading into db |
✓ |
✓ |
Edit and correct invalid cells |
✓ |
✓ |
Transfer Data Set ownership |
|
✓ |
Map spreadsheet columns to Specify database fields |
✓ |
✓ |
Edit Mapping |
✓ |
✓ |
Validate column mappings |
|
✓ |
Automapping of import file columns to Specify db fields |
Basic |
Enhanced |
Support WB import of all data model fields and tables |
Partial |
Full |
Support for complicated mappings |
None |
Full |
Can reuse column mappings from a previous Data Set |
Only if all columns match |
Always |
Live suggestions for proposed mapping for a column |
|
✓ |
Edit Data Set Metadata |
✓ |
✓ |
Create Record Set from results |
✓ |
✓ |
Preview summary of the upload |
✓ |
✓ |
Import images |
|
✓ |
Batch Edit |
|
|
Edit multiple records at one time in the Agent, Collecting Event, Collection Object, Locality, and Preparation tables |
✓ |
|
Record Sets |
|
|
Create from Query Results |
✓ |
✓ |
Delete Record Set |
✓ |
✓ |
Add records to Record Set |
✓ |
✓ |
Remove single record from Record Set |
|
✓ |
View From Saved Query (as spreadsheet) |
✓ |
✓ |
Print output: reports and labels |
|
|
Refresh |
✓ |
✓ |
Create Report from Query |
✓ |
✓ |
Run Report from Query |
✓ |
✓ |
Limit Report to Record Set |
✓ |
|
Prompt |
✓ |
✓ |
Print |
✓ |
✓ |
Change filetype for export |
✓ |
|
Import/Export reports/labels |
✓ |
✓ |
Integration with a report editor |
iReport |
Jaspersoft Studio |
Print from Data Form |
✓ |
✓ |
Documentation |
|
|
User |
Embedded |
Discourse Forum |
Setup and Configuration |
✓ |
✓ |
User Interface Schema Configuration Tool |
|
|
Record Aggregator |
Set and customize |
Set |
Formatted tables |
Set and customize |
Set |
Formatted fields |
Set and customize |
Set |
WebLinks |
Set and customize |
Set |
PickLists |
Set and customize |
Set and customize |
Hide tables/fields |
✓ |
✓ |
Set field descriptions |
✓ |
✓ |
Set field as required |
✓ |
✓ |
Import/Export schema |
✓ |
✓ |
Localize schema fields |
✓ |
✓ |
Set field as required |
✓ |
✓ |
Statistics |
|
|
Collection statistics |
Embedded |
Via Specify Network Page |
Data Form Plugins |
✓ |
✓ |
Plot Locality records on a map |
✓ |
Enhanced support (plotting polygons, error radiuses. Also, can switch/add new base maps or print the map) |
PaleoMap |
✓ |
✓ |
Host Taxon Plugin |
✓ |
✓ |
Specify Network |
Basic support on Taxon and Collection Object form |
Support on Taxon and Collection Object forms. Can see database collection objects on a Specify Network page |
GEOLocate |
✓ |
✓ |
Miscellaneous |
|
|
Support for Hierarchical Data Scoping: Institution/Division/Discipline/Collection |
✓ |
✓ |
Screen reader support |
|
✓ |
Dark mode |
|
✓ |
WCAG 2.1 Accessibility compliance |
|
✓ |
Symbiota one-way integration (setup symbiota connector and mapping) |
✓ |
|
Friendly interface |
|
✓ |
Authentication |
|
|
Single Sign-On (OpenID, Shibboleth) |
|
✓ |
Show Users Logged In |
✓ |
|
Block Logins (Useful when performing maintenance tasks for the Specify database) |
✓ |
|
Permissions |
|
|
Create Cutom User Roles in Role-based Access Control System |
|
✓ |
Customize User Roles |
✓ |
✓ |
Different permissions in different collections |
|
✓ |
Multiple roles for a single user |
|
✓ |
Import/Export roles between collections |
|
✓ |
Role library (Role templates with permission profiles for re-use or customizing) |
|
✓ |
Import/Export roles between databases |
|
✓ |
Create users |
✓ |
✓ |
Change user passwords |
✓ |
✓ |
Customize access to collections |
✓ |
✓ |
Preferences |
|
|
Customize global preferences |
Some can be set in the preferences menu. Others only via a hidden User Interface feature |
In the App Resources menu, new preferernces panel |
Set permissions for customizing global preferences |
✓ |
✓ |
User preferences (for customizing the user interface) |
✓ |
✓ |
Set default user preferences |
|
✓ |
Admins can change other user’s preferences |
|
✓ |