| 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 |
|
✓ |