Specify 6 vs. Specify 7 - Feature Comparison

Comparison of Functions, Capabilities, Modules between Specify 6 and Specify 7

As of Specify 6.8.01 and 7.7.0 (July 2022), Updated 7/20/2022 SCC, v 0.1

Tool/Functionality Specify 6 Specify 7
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
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
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
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)
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)
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
Create Report from Query
Run Report from Query
Limit Report to Record Set
Change filetype for export
Import/Export reports/labels
Integration with a report editor iReport Jaspersoft Studio
Print from Data Form
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
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)
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
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
Single Sign-On (OpenID, Shibboleth)
Show Users Logged In
Block Logins (Useful when performing maintenance tasks for the Specify database)
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
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

Accessory Programs

Tool/Functionality Specify 6 Specify 7
Data Exporter
Field mapper Only by editing an XML file
Export for WebPortal ZIP format CSV format
Export for DwCA
RSS export feed
Backup a database
Restore a database
Specify Setup Wizard
Create an empty Specify MySQL Database
Test the connection to MySQL
Specify Localizer
Localize Specify to local languages and dialects No UI currently. Can be done by editing files in a text editor