Specify Web Component Overview

Specify Software Project Staff
29 Nov. 2012
Version 1.0


  Component Requirements
1. Georeferencing
  1. Use GEOLocate from the form system to Georeference (Complete)
  2. Use GEOLocate in 'batch mode'
  3. Use GEOLocate in the WorkBench
  4. Integration with GEOLocate's group georeferencing functionality?
2 Form Engine

Working forms for CRUD - Infrastructure is complete, still working on plugins

3 GUI Generation
  1. Commit to an approach
  2. Enable a pluggable engine
  3. Assign GUIDs to new records
  4. Assign GUIDs to existing records
4 Reporting and Labels
  1. Unclear if a web-based designer exists iReports - research needed.
  2. Current iReports Thick Client (TC) designer (integration between Specify and iReport designer) needs to be re-architected to work with iReport's new NetBeans framework. We are currently stuck on a very old version of JasperReports because of this.
5 Mapping
  1. Integration into the form system for maps, this means show a map right there in the form (not in thick client)
  2. Be able to launch a map window from a form (Complete)
  3. Generate KML/KMZ files for maps (see Exporter)
6 Collaboration

Requirements for this are still needed; here are some ideas:

  1. Multiple institutions contributing to a shared cataloging effort
  2. Monitoring of progress
  3. Sharing of information (e.g. Localities, etc)
7 Express Search
  1. Same as Thick Client - (Complete)
8 Query Builder Searches
  1. Create Query Builder for the Web (like the Thick Client - not started)
  2. Run QB searches created in the TC from the Web UI
  3. Share QB searches between users (intended for the TC but never fully implemented)
  4. Import / Export Queries
  5. Image Searches

Specify App
Administration Functions

  1. Schema Localizer
  2. Resource Import/Export
  3. Field Formatter Tool
  4. Data Object Formatter Tool
  5. Auto Numbering Scheme Tool (only partially done in the TC)
  6. Collection Relationships Set up tool
  7. Preferences

Collection Management
Admin Functions

  1. Repository Requests
  2. Accessions (taking legal ownership)
  3. Permits
  4. Info Requests
  5. Loans
  6. Gifts
  7. Exchanges
11 WorkBench
  1. Rapid Data Entry in a Grid
  2. Form Mode
  3. Validation
  4. Date Formatter
  5. Lat/Lon Format Helper
  6. Mapping
  7. Exporting to Excel
  8. Mapping
  9. Carry Forward
  10. Georeferencing (GEOLocate)
12 Attachments
  1. Media Objects
    1. Special functionality for images
  2. Non-Media object tied to mime types
13 Authority API

Internal linkage to standard Authority (files):

  1. Agents
  2. Geography
  3. Taxonomy
  4. Localities (possibly)
14 Exporter
  1. Mapper Tool implemented with Web UI
  2. KML / KMZ for mapping
  3. Mobile Data
  4. Excel (from RecordSet)
15 SGR Full Integration. The TC implementation uses WorkBench functionality.
16 Geospacial Searches The client has this feature but it isn't shipping
17 Data Clean Up Tools

Will ship in the next trunk release

  1. Agents
  2. Geography
  3. Localities
18 Mobile Data Export Builds optimized and compressed database for mobile apps. Will ship in the next trunk release.
19 Container UI Plugin needed
20 Collection Relationships Plugin Needed
21 RecordSet Management Some of this is already complete.
22 Plugin Infrastructure

Same as what exists in Specify today:

  1. UI (in forms)
  2. Major components
  3. RecortdSets
23 Web-based Specify Wizard Used for creating and initializing new databases.
24 User Interface 'chrome' The UI that surrounds the application after logging in (just started).

UI Requirements Overview

Application Context