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)

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)

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