UCBG wireframes and mockups for v2.4
Note: When adding fields, assume they should be added to the natural history schema except where noted.
Cataloging
Object identification information section
- Add field "Accession Date" (calendar date)
- Add field "Dead Flag" (boolean)
- Add field "Dead Date" (calendar date)
- Add field "Requested By" (tie to vocabularies TBD)
- NEW - Add field "Source" (text, but might need to be fairly lengthy, below Determination History with "Requested By")
- Rename field: "Brief Description" to "Material type"
- Rename field: "Comments" to "Accession Notes"
- Hide fields:
- Collection
- Filed in Cabinet
- Label Header
- Label Footer
- Sheet
- Number of Sheets
- Donor field group
- Other Numbers field group
- Hybrid Parent field group (we are adding identical group inside taxonomicidentgroup)
- Hybrid Name (we are adding identical group inside taxonomicidentgroup)
- Determination History
- Add Hybrid Parents field group with the following fields:
- Hybrid Parent (tie to taxonomy authority)
- Parent Qualifier
- Add Hybrid Name (text)
- Add Affinity Taxon (tie to taxonomy authority)
- Add Hybrid flag (boolean)
- Add Hybrid Parents field group with the following fields:
Field Collection Information section
- Add field "Vegetation type" (dropdown, new user-managed vocabulary)
Locality Information section
- NEW: Add field "Taxonomic Range" (text for now, below Field collection county dropdown)
Object Description Information section
- Add field "CBD Restriction" (boolean)
- Add field "Rare" (boolean)
- Add field group "Accession Attributes" (NOT repeating) with the following fields:
- Flower Color (text, note-like)
- Fruit Color (text, note-like)
- Provenance Type (dropdown: wild source, cultivated from wild source, not wild source, unknown)
- Propagation History (dropdown: individual wild plant, sexual reproduction, open breeding, controlled breeding, isolated self-polinated, derived asexually, vegetative reproduction, apomictic cloning, unknown)
- Class Use (boolean)
- Research Use (boolean)
- Distribution (boolean)
- Ignore Red Dot (boolean)
- Security Risk (text, note-like)
- Flowers Jan (dropdown: No, Some, Many)
- Flowers Feb (dropdown: No, Some, Many)
- Flowers Mar (dropdown: No, Some, Many)
- Flowers Apr (dropdown: No, Some, Many)
- Flowers May (dropdown: No, Some, Many)
- Flowers Jun (dropdown: No, Some, Many)
- Flowers Jul (dropdown: No, Some, Many)
- Flowers Aug (dropdown: No, Some, Many)
- Flowers Sep (dropdown: No, Some, Many)
- Flowers Oct (dropdown: No, Some, Many)
- Flowers Nov (dropdown: No, Some, Many)
- Flowers Dec (dropdown: No, Some, Many)
- Fruits Jan (boolean)
- Fruits Feb (dboolean)
- Fruits Mar (boolean)
- Fruits Apr (boolean)
- Fruits May (boolean)
- Fruits Jun (boolean)
- Fruits Jul (boolean)
- Fruits Aug (boolean)
- Fruits Sep (boolean)
- Fruits Oct (boolean)
- Fruits Nov (boolean)
- Fruits Dec (boolean)
Add new information section: "Use of Accession Information"
- Add repeating field group "Use of Accession" with the following fields:
- Type of Use (dropdown: Class, Research, Other)
- Used In (tie to two concept vocabularies: Class and Research Project)
- Material Type (new user managed vocabulary: seed, cutting, spores, bulb, living plant, graft, bare root, leaf, flower, fruit, roots)
- Request Date (calendar)
- Filled Date (calendar)
- Notes (text, notes-like)
Procedures
Location/Movement/Inventory (Current Locations)
Pending further information but likely to be:
- Rename procedure "Current Location"
- Rename section: "Object Location Information" to "Current Location Information"
- Add "Label Information" section
- Add fields:
- From Location (only shown on Accession History report, hidden on Current Location form)
- Label Requested
- Label Size
- Stand Type
- Label Count
- Hide fields:
- Reference Number
- Normal Location
- Current Location/Fitness
- Current Location/Note
- Method
- Planned Removal Date
- Removal Date
- All fields in Inventory Information section
- Rename field: "Current Location" to "Garden Location"
- Rename field: "Location Date" to "Action Date"
- Rename field: "Reason for Move" to "Action Code"
- Move Reason for Action, Contact, and Note from Movement Information to Current Location Information
- Hide Movement Information and Inventory Information sections
- Add Save behaviors
- Set previousLocation to previous value of currentLocation
- Update the dead flag on related collectionobjects, if the action is Dead or Revived
- Create an Accession History record (as a version of the Current Location record in its current state)
- Soft-delete the record, if the action is Dead
For more details, see http://issues.collectionspace.org/browse/UCBG-39 and http://issues.collectionspace.org/browse/UCBG-42
For more details, see https://collectionspace.atlassian.net/browse/UCBG-39 and http://collectionspace.atlassian.net/browse/UCBG-42
Object Exit (Distribution)
- Rename procedure to "Distribution"
- Unhide from UCJEPS base system
- Rename Depositor to Organization
- Rename Exit Date to Date
- Add field "Count" (numeric)
Loan Out (Voucher)
- Rename procedure to "Voucher"
- Other changes TBD
- See Voucher Procedure Schema and Voucher Wireframes for hints on this one
- This will probably involve some batch processing
Propagation (new procedure)
- New procedure
Authorities
Taxonomy
- Add field "Access Restrictions" (dropdown, static term list, "Unrestricted", "Restricted", "Dead")
- NEW: Add field "Family" (tie to taxonomy authority)
- Add repeating field group "Plant Attributes" with fields
- Attribute date (calendar)
- Recorded by (tie to person authority)
- Dimensions: SAGE has 3 text fields (height, width, DBH=diameter breast height). Alternatively we could add repeating dimensions group inside this repeating group.
- Habitat (dropdown, new user-managed vocabulary)
- Climate rating (dropdown, new user-managed vocabulary)
- Conservation category (dropdown, new user-managed vocabulary)
- Frost sensitive (boolean)
- Medicinal use (boolean)
- Economic use (boolean)
- Pending but not likely: Add fields for geographic range of taxon (TBD)
Concept
- Add field "Associated Person" (tie to default person vocabulary)
- Add field "Associated Organization" (tie to institution vocabulary in organization)
Organization
- No changes
Person
- No changes
Reports
- See priority reports (canned reports and ad hoc Business Objects queries) for a list of high priority reports identified by Holly Forbes and Barbara Keller
- See UCBG reports for more information about the high priority reports and options for their implementation
- Print Labels
- Print labels that are queued up in Current Plant Locations (LMI)
- Also: Need to be able to clear the queue via some user-invoked action
- Accession History (soft-deleted LMI records)
- Other canned and ad-hoc reports TBD