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