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Release v8.2.0 (30 July 2022)


The following release notes apply to BRAHMS v. 8.2.0.14109

Added Features

  • Adapting to smaller screens/different resolutions: Undocked lookup dialogues have been re-sized across BRAHMS to a default size of 800 x 700px. Thus, these lookup forms are better adjusted to smaller screens and a wider range of screen resolutions.
  • Recalculate: The Recalculate option for all #calc fields has been moved from Data Tools to the Edit option drop-down. It has also been assigned with a new permissions option. Thus, the use of this option can now be restricted. NB - this option is being further updated in our next revision to provide greater control over how and when individual #calc fields are updated.
  • Read-only custom fields: Custom fields can be set as read-only using a new check-box option provided in Management > Custom Columns.
  • Home Institution setting: The Home Institute/default museum code option has been removed from the Management dialogue. This is now set per-user in the main user list. It is a requirement for those using the preserved specimen options.
  • Accession/Barcode formatting setup: Formatting options for Accession numbers and Barcodes are edited from System > Options > Preserved Collections. These are tabs to register museum codes and then to format the numbering. These rules can be added for any museum code registered in this option. Barcodes rules themselves can optionally be based on accession number rules.
  • Accession/Barcode generator: Based on the above formatting rules, new accession numbers and barcodes can be auto-generated for tagged records in the main specimen table. In the open specimens table, use Collections > Acc no./ Barcode generator. Numbers are based on your configuration settings. Numbers will increment from the last used numbers - per each museum code.
  • Text field splitter: A ‘String Splitter’ tool has been added to the Edit option drop-down enabling values in one text field to be separated to a second text field, based on selected splitting character(s). For example, you may wish to separate text after a space to a differtent field.
  • Sequence generator: A general number generator has been added to the Edit dropdown. This can be used on numeric and character fields, restricting to tagged records as required. Padding, prefix and suffix options are provided for character fields.
  • Report editing access: Shared report templates can now be edited by users with system admin or manager roles as well as the report originator.
  • New RDE for plant Requests, Scheduling and Ordering (RSO): A new RDE file option added for plant RSO data.
  • Garden location on plant splits: When splitting plants to 1 or more new locations, the sublocations and map references are set to null for the moved plants.
  • Plant location deletion: The edit plant location option on the plants form has been altered to open the plant Move/Split form. Location deletions have been prevented. Null locations effectively hide a plant in the grid.
  • Plant accession grid and form updates: New fields added to living accession table: Legal Framework/Restriction Category; Mass(bool), Index Seminum Year & Catalogue No.
  • Living Collections plant table - last event/request action: The main plants table has 2 new fields to display the date of the last known action for each plant - and the type of action that took place - these coming from plant Events or Requests. These new fields can be used to filter, select and tag plant records that have not been recently assessed.
  • Add plant event: The addition of a new plant record now results in the auto-addition of a 'planted' event if, at a minimum, the plant year is not null. If plant day and plant month are also available and the date is valid, this will result in the plants 'last event or request' date and group being set in the main plants table with a Last event group entitled ‘Planted’ being added.
  • Plant event date sorting: On the Events tab of the main Plants form, events are now sorted using the event date rather than the data entry date. The most recent event/request at the top of the list.
  • Incomplete plant event dates: Adjustments to plant status and stock check forms to enable partial event dates to be added. The 'event person' can be edited either directly or via namestring look up.
  • Family and genus codes: The local institute codes stored in the family and genus tables are now visible in the collection event and specimen tables.
  • IPNI data field: The species table field IPNI is now visible in living accessions and plants.
  • Major and Minor Administrative areas: Storage for these gazetter fields increased from 25 to 50 characters.
  • Species form Synonym tab: The species form Synonymy tag options have been streamlined to use less space.
  • RDE image import: In RDE files, you can use Data Tools > Import/Link images to batch import image link to RDE records. Images may be physical file paths or URLs. Matching can be on one or more selected fields in your RDE file.
  • RDE barcode checks: The specimen RDE importer now has checks for existing museum code/barcode combinations in your database. If a duplicate combination is found, the analysis shows an Error and the RDE record is tagged with '!'.
  • Excel to RDE: The Excel to RDE importer has additional feedback and error checking. It also includes improved Excel date field conversion checks.
  • Homonym numbering in taxa RDE files: In taxa RDE files, this tool can be used to tag homonyms with ‘H’ and also to auto number homonyms to make them unique.
  • Default background image: This has been changed to the BRAHMS logo. Remeber, yu can set your own backgorund image(s) from System > Options.

Bug Fixes

  • BRAHMS Online data uploads: Issues with data uploads to BOL using the Publish Online options have been fixed. In some databases, synonym links in the main species table were causing upload errors.
  • Match Transfer: Fixes Match Transfer from xlsx files – especially some issues relating to read-only fields.
  • Null in find/replace: Find/Replace option now accepts nulls in ‘replace with’.
  • PostgreSQL update scripts: Further improvements made to PostgreSQL update scripts which in some intermediate updates were causing an error.
  • Last plant event date/group in plants: If more than one a plant event is added on the same day, the last added event group is used to update the main plants table.
  • Map Editor zoom: Adjustments to map editor base map loading - the editor no longer zooms out on null points when Auto-zoom is not on.
  • RDE for taxa descriptions: Comments added to taxa description RDE files are now correctly imported to the taxa descriptions table rather than updating the species records themselves. Updates to text entries in RDE can now be uploaded to update existing records.
  • Literature form: A binding error on literature form has been adjusted. Reference authors were pointing to an incorrrect field.


Release 8.1.1 (16 June 2022)


The following release notes apply to BRAHMS v. 8.1.1.13991

Added Features

  • Index Seminum: For botanic garden projects, it is now possible to develop seed catalogues directly from BRAHMS. The Index Seminum catalogues can be built up based on accessioned and non-accessioned material for wild or cultivated plants. Facilities are provided to create named catalogue entries, often one per year, with descriptive data held under user-definable headings. One example may be your local growing and climate conditions. You can then link seed entries based on your current garden accessions, collection events and/or manually add details for non-accessioned material. Full reporting options are provided enabling you to format catalogue text headings and your selected seed entries, sorted and numbered appropriately. Reporting can be used to generate PDFs and other output formats.
  • Species synonym listing: When listing synonyms from the species form, new options are provided to tag all taxa in the current synonym group with 'G'. You can tag multiple synonym groups in this way. You can also filter to the names in your tag group(s) - and thus easily locate the relevant names for editing. The tag group filter overrides any current filter settings enabling you to see taxa outside any current filters you may have set.
  • Google Earth: When mapping to Google Earth, a greater amount of descriptive text is now displayed when clicking on map points. This includes a more detailed summary of the geo-data.
  • QDS calculations: QDS (Quarter Degree Square) values are now updated when you manually edit latititude/longitude values using the Map Editor or Collection Event form (geography tab).
  • Taxa Descriptions: New fields are added to the Taxa Descriptions table for Language and Description Grouping. These fields are also added to the relevant RDE table. RDE imports have been adjusted to import all entries unless the descriptive text is identical to another entry. The Taxa Descriptions editor form is re-sized to fit smaller screens.
  • Excel Match/Transfer: The Match Transfer tool now alows matching on relational and read-only fields (fields in your view but stored in a related table. Data transfer to these fields is not permitted and the transfer tick box is selectively disabled.
  • People file recalculation/synonymy: The main People file has a new recalc option that updates the calculated full name field. Synonyms of person names can be stored and in these cases, the accepted name can be displayed. A lookup option is added to the Synof field.
  • XML import speed: The XML data importer is considerable faster. The importChunkSize value in the brahms..exe.config file can be adjusted. The default setting of 100 is increased to 250 but can be further manually edited to higher values e.g. 2000.
  • RSO imports: The living collection RSO (Requests, Scheduling and Ordering) component will now import data from any .xls file e.g. xlsx and xlsm.
  • Map Editor Zoom: The Map Editor no longer auto-zooms to world centre when a record has null lat/long values and auto-zoom is disabled.
  • Login Form: The BRAHMS login form now indicates your project licensing period and has a link to our software release notes.

Bug Fixes

  • RDE specimen file creation: A versioning number issue when creating new specimen RDE files has been fixed.
  • PostgreSQL database updates: A PostreSQL update error, only encountered in certain database versions, has been fixed.


Release 8.1.0 (1 June 2022)


The following release notes apply to BRAHMS v8.1.0.13932

Added Features

  • Reports Manger: A Reports Manager has been added to BRAHMS making it easier for users to generate reports. Saved report design templates can be registered and optionally shared with all users who can then create reports, avoiding the designer. Users with appropriate permissions can design, edit and register reports. Registered template files (.mrt) are now incorporated into your database and thus there is no need to locate and share the physical files. Existing .mrt files or files you have received from another project can be imported and thus registered in the manager. Report templates can be exported to .mrt files for exchanging with other users/projects. Details are provided in the section Designing and running reports > The Report Manager in the BRAHMS manual.
  • RDE File Creation: The creation of new RDE files by standard users has been simplified with the addition of an RDE template file manager. The RDE File Creation Wizard is bypassed and user can choose one of the project RDE templates as registered. A folder can be selected for your project RDE templates. Users with appropriate permissions can access the Design Wizard as before. For details, refer to the manual section Rapid Data Entry > Managing RDE files > Designing and creating new RDE files.
  • Publish Online: As well as creating websites and editing web pages, you can now upload selected data to BRAHMS online (BOL) using options provided on the Publish Online > Manage Data menu. The categories of data that may be uploaded are Taxa, Collections/Specimens, Living Collections, Seed Accessions, Transactions and Images. Upload restrictions can be applied. For example, you can restrict uploading only to records than have been edited since last uploaded. For details, refer to the manual section Publishing online with WebConnect > Uploading data from BRAHMS to BRAHMS online.
  • Literature management: New features have been added to the main literature table including improved lookups, additional calculated fields and a literature table form. As well as providing edit features for the literature records themselves including any custom fields, the form has options to list existing literature links across BRAHMS and also to view and edit species-literature links. The new calculated fields indicate the number of links literature entries have to records in BRAHMS.
  • Specimen form: The preserved specimens table has a new form. This can be used to edit all aspects of the current specimen record including type status and custom fields. It is also possible to add and edit specimen determinations.
  • Query improvements: Improved indexing has been implemented in several tables leading to faster opening and query performance. In some cases, there are substantial improvements. One example is the living collection plants table where filtering options, especially those including tags are much faster. /li>
  • Field additions and adjustments: The geographic name fields for Major Admin Area, Minor Admin Area and Locality Name have been increased to 50 characters. The Barcode field has been increased from 15 to 20 characters. The main Edit History table now includes the tag field. Comments are added to Determination History table. CalcFullGazetteer is added to the gazetteer table, literature link totals to the main literature table. Addition of Associated Species, Geology, Soil Description, Landform, Aspect, Slope to Collection Events. Addition of 'Name Verified By' and 'Verified When' to Seed Accessions. The species table "CF" has been renamed to "Name Qualifier". Addition of the fields Family and CalcFullName to transaction links table. A new field for Garden Area code has been added to the garden locations table, also visible in the living plants table. Confusion over naming of the country ISO 1 2 3 fields resolved.
  • Record Verifications/Edit History: Edits made using the Record Checks tool are now registered in the Edit History table.
  • Seed Accession RDE: Addition of a comprehensive RDE import for Seed Accessions including pre-import data analysis.
  • Excel to RDE importer: Adjustments have been made to the importer making it easier to match Excel columns to your RDE file.
  • RDE - common names/language: Common names and their language are now imported from specimen RDE files and added to the common names dictionary.
  • Match/Transfer tool: The Match Transfer tool has been improved. GUIDs can now be imported to update existing GUIDs. Thus, you could use Match/Transfer to update the gazetteer GUID in Collection Event records. Also, fields than cannot be updated with this tool (mostly from related tables) are now excluded from the field selection list - avoiding confusion about which fields can be updated.
  • Multi-Column summary tool - duplicates: A new function in the Sigma+ to tag records for deletion by selecting the fields on which to compare then pressing the 'Mark Duplicates...' button.
  • Species name checks: A tool has been added to tag Seed and Living Accession records where the species name differs from the associated Collection Event record.
  • Species tool to tag accepted names:A tool has been added to tag all accepted names for tagged records. Thus, if you tag a series of synonyms, you can tag all the accepted names for these synonyms.
  • Request Schedule Order (RSO): The Living Collections Request, Schedule and Ordering component provides a mechanism for garden curators to submit plant requests for both seasonal and accessioned plants. Plant request details can be uploaded directly from formatted Excel templates that have lookups to the database to control standards. Request data includes items such as the species, preferred delivery container, vendor, catalogue references, costs and the ‘required for’ date. These data are then subject to approval, order scheduling and ordering. This process includes options to forecast production/propagation space and other requirements. Requested species and vendors are checked and adjusted by users with permission to do so. New approved species and vendor entries being added to the central database as required. Material to be accessioned is registered in the accession table on arrival. Request data are pre-loaded to the production/propagation table and can be further managed from there. This topic is fully documented in the main guide.
  • Production and Propagation: The Living Collections production and propagation components have been heavily upgraded, now working for seasonal as well as accessioned material. A more comprehensive set of fields are now available including forecasting fields. Events (similar to plant events) can be added to these records allowing you to track events such as container changes and plant moves. These topics are fully documented in the main guide.
  • Production/Propagation defaults for species: A new table added to the main Taxa menu for Species Production/Propagation defaults. These are values that would typically apply to all Prop-Prod entries for a given species, an example being the preferred growth medium.
  • Plant Trials: A plant trials component has been added to the living collections module leading to trial plants being assessed and potentially awarded a merit level. Trial accessions records are held separately to other accessions in a special Trials Garden entry. Trial accessions may optionally have plant records added. Trial results are linked at the accession level. Results include assessments for and against merit awards being given to an accession. This component has been developed in collaboration with the RHS.
  • Plants location summary: The plants table in living collections has a new calculated field for location summary. This lists, in summary format, the different locations an accession occurs in.
  • Plants last event/request date: The plants table includes two new fields to indicate the date a plant last had an event or request added (status confirm/change, label print, etc.) together with the category of the event/request. This is useful as a quick visual clue as to when a plant was last checked or otherwise processed. As an example, the new fields can be used with filters to tag records with no recent status check or label print.
  • Garden app: The current map location is now more easily added; improvements to app RDE imports where missing plants are trapped; prevention of incorrect lookup list value character string lengths; improvements to filtering options which now default to 'contains' rather than 'starts with'.
  • Database Connections Manager: The Connection Manager has been updated to enable 'Additional' connection string parameters for PostgreSQL and MSSQL Server. These may be required on some systems.

Bug Fixes

  • RDE imports - case related issues: A number of errors with RDE imports across of categories of RDE files have been corrected, especially those involving gazetteer accents and case.
  • RDE imports - import date: RDE file import dates were sometimes not updating in the RDE manger table to show when a file was imported. These dates are now checked and updated if required.
  • Database Manager with multiple projects: An error that prevented a non-admin user from switching to a different database project in the same data store has been fixed.
  • UTC and dates: Although dates are now stored in UTC format, the display of dates such as Added, LastModified and LastUploaded) now correctly use the local date time.
  • Filter removal issues: Fixes issue with use of the 'No Filter' option where Grid Row filters were incorrectly managed.
  • Custom Lookups: Speed improvements to custom lookup editor. This is implemented by excluding certain fields that were slowing up loading of the lookup lists - and do not require lookups.
  • Plant name change function: Now adds the correct name change date to the plant event record and also correctly adds/displays the Accession record determination entry."
  • RDE imports: Formatting improvements when adding new assembled name strings.
  • Mapping: An error when filter to exclude cultivated plants fixed.
  • Taxa Descriptions/Literature: An error when linked literature to taxa descriptions has been fixed.
  • Specimen RDE additional dets: The current det (in the main grid record) is now copied back to additional dets if an additional det is set as the current det. the grid also now refreshes to show the updated/changed det.
  • NULL garden locations for plants: The addition of a garden location is now enforced when adding, moving garden plants.
  • Garden app: Various issues fixed in garden app including filtering on null columns and addition of missing garden location code field; trapping of event data errors.


Release 8.0.10 (02 December 2021)


The following release notes apply to BRAHMS v8.0.10.13600

Added Features

  • Database exports/transfers: A function has been added to export an entire database in XML file format. Large XML files are broken up into a series as necessary. The export tool is found on System->Database Project Manager->Export. Amongst its uses, this function provides a mechanism to transfer a database from one BRAHMS store format to another. For example, you can easily transfer your database from SQLite into PostgreSQL or MSSQL Server. It also provides a mechanism to export an entire database in a standardised XML format.
  • Legal documentation: The existing permits/legal documents functionality has been upgraded with a more flexible approach allowing users to define any category of permit within a given legal framework, and to link one or more permits to any record. A new table is provided to list all permits and agreements with their details (number, where/when issued, valid until, due diligence, etc.). A further table is provided to view all permit links system-wide. In certain tables (Collection Events, Living Accession and Seed Accessions), the selected permit restriction status is displayed in the grid. Certain categories of restricted materials can be excluded from distribution transactions. Documents can be associated with permits. Default lookup lists are provided for permit types (e.g. 'Collection permit'), legal framework (e.g. 'Nagoya') and Restriction categories (e.g. 'Restricted by agreement').
  • Management menu: The main management menu has been reorganised with new menu group areas for transactions and legal permits.
  • Transaction links browser: A transaction browser has been added to the Management menu. This browser lists material of different categories (preserved specimens, plants, seed, etc. ) linked to any transaction.
  • Literature links browser: All literature links can now be viewed in a new Bilbio menu data grid. Here you can filter to the record data category and the record identifier (e.g. a species name)
  • Date time storage: BRAHMS now stores all newly added/edited date times as Universal Coordinated Time (UTC) values. Previously, the system used local date times (local to server). This means that any additions and updates made by database users working on the same database but in different time zones are more easily sorted. Existing date/times are not altered.
  • Species descriptive texts in species reports: It is now possible to include species text descriptions as defined in the Taxa Descriptions table in reports created from the main species table. References linked to descriptions can also be added.
  • Genus table synonymy: Genus table updated to allow editing of and display generic synonyms in the data grid.
  • Seed Module: A range of further additions to the Seed Module including the ability to link seed accessions to batches via transactions. Batches are now registered as incoming transactions.

Bug Fixes

  • Custom field issues: A number of errors related to the deletion and the use of Find/Replace in custom fields have been fixed.
  • Transfer tags up: The transfer tags option was, in some cases, not copying tags up to the species table and higher.
  • Match/Import from Excel: The Excel Match/Import tool has been updated to trap a wider range of data errors including data parsing errors.
  • Entity related issues: Applies only if operating BRAHMS in Entity or Mixed mode. A range of known issues with entities, entity name linking and entity hybrid formula calculations have been resolved. For example, it is no longer possible to link a species to more than one Entity.
  • Weblinks menu: Issues with the duplication of the Weblinks menu items under some circumstances resolved.
  • RDE custom field filter/tagging: Fix for RDE tagging issue (e.g. Tag all) when filtering on custom fields. Also addresses invert tags in RDE.
  • Plant events imports via Excel: Fixes missing 'Result' column data in Plant Event Excel data importer.
  • Living Accession calculations: Calculation of plants per accession are corrected with respect to plant status (alive or otherwise).
  • RDE imports and case matching: Gazetter name entries with the same but differently cased names no longer cause matching issues with gazetteer IDs. Several further RDE import issues as reported have been fixed.
  • Signing out: Various improvements made to Sign out.


Release 8.0.9 (31 October 2021)


The following release notes apply to BRAHMS v8.0.9.13531

Added Features

  • Access to demo data: Users can now download demo data in XML format and then import these data into a data store of their choice (PostgreSQL, MSSQL Server or SQLite). The demo data is available here. The updated BRAHMS guide provides details on importing XML.
  • Rapid Data Entry file (RDE) transfers to BRAHMS: Procedures to transfer data from all categories of RDE file into BRAHMS have been overhauled to make the process faster, more efficient and provide feedback using a % progress-bar. With improved and targeted indexing, imports are faster. RDE can now be used for larger data files. The default is now to restrict to tagged. Behind the scenes, RDE file structures have been simplified by the removal of numerous no longer required Boolean fields that were previously used to assist with import checking and analysis.
  • Storage of collector and author names: A restructuring of the way these data are used and stored in relation to the assembled names-string table has been completed. This applies to all collector, taxon author, reference author and determined-by names. While the assembled name-strings table can still be manually edited and used for lookups, in all cases, these names are stored as text strings in the relevant tables themselves rather than as foreign key links to the assembled name-strings table. As a consequences of this change: it is now easier to edit these data in the respective tables; choose the formats required for e.g. collector names; use tools such as find/replace and merge values; and use import/match from Excel. There is also improved efficiency with data display in general as there are fewer data relationships and improved efficiency when checking and importing data from RDE.
  • Update assembled name-strings: A new function added to the main Column Summary tool in the relevant tables to check and add selected collectors, additional collectors, taxa authors, detby names and reference authors to the assembled names-string table. This option, combined with the above restructuring, means you now have greater control of the quality of data in the assembled names table.
  • People table: This table is no longer auto-updated when RDE files are imported, leading to spurious parsed entries. It can be developed as a clear and stable lookup dictionary. New fields have been added for ORCID and WIKI URL references.
  • Darwin Core Archive (DwC) exports: It is now possible to create DwC exports from the main specimen and taxa tables using the toolbar options provided. The occurrence.csv is provided with eml.xml and meta.xml files in a single DwC Archive zip.
  • Additional Collectors: This field for associated (team/additional) collectors has now been added as standard to collection events. The field is displayed in all tables where collector names are displayed. It is exported as a non-standard DwC field ‘associatedCollectors’.
  • Seed Manager Module: A major update to the Seed Module is included in this revision. This module, developed collaboratively with the Millennium Seed Bank Partnership (MSBP) at Kew, has broad curation and research applications for projects that collect, store, test and distribute seed. Included are options for recording detailed seed passport data, seed cleaning and processing, calculations for seed weights and counts, X-ray, tetrazolium and germination testing. For germination tests, results can be scored across replicates for any number of test days with selected observation intervals, leading to the final calculations for germination and viability%. The test scoring form can be conveniently used on a lab bench tablet.
  • Webview2 control. BRAHMS now uses the Microsoft Edge Webview2 control for rendering embedded weblinks and the Publish Online module.
  • Report system fields: Home Museum Code, Home Institute Name, Home Garden Code and Home Garden Name (taken from the currently logged in database project member profile) are now available when designing BRAHMS reports. Thus it becomes possible in multi-site projects to set report conditions based on the user.
  • Transaction reports: The number of fields available to choose from when designing transaction reports (loans, exchanges, etc.) has been extended. For example, all species level name epithet fields are now available to format into reports rather than just the calculated complete name.
  • Collection Events toolbar: This toolbar has been revised to save space and clarify options. The 'Restrict to selected categories' checkbox has been removed as no longer required.
  • Living Collections toolbar: This toolbar has been revised to reduce complexity and clarify by re-naming and combining some options in toolbar menu dropdowns. For example, the Label Templates table, edited less frequently, is now a dropdown under ‘Labels’ where Label Requests is the default selection.
  • Living Collections Move/Split:The option to move/split plants is now available as a main toolbar option rather than only on the plant form.
  • ArcGIS mapper point selection: Procedures to select and tag points have been overhauled with a new map toolbar (Enable/Disable map point selection). You may want to select a series of points to edit, further check or process in some other way, for example, change the identification. You can select 1: many map points. These are highlighted. And then you can apply a filter on these points and then view/edit your selected records in the main grid. Furthermore, the selected/tagged map points are automatically used to create a Tag Group ‘Map Tags’ in the current table. This means that your map selections can be restored and also shared with other users. This is a handy way to locate and then edit map point errors.
  • ArcGIS mapper: The mapper has also been improved to speed up plotting larger files and allow map searching. The mapper now uses default dark grey base map for easier viewing. Improvements made to map point plotting and searching. If necessary, the Reload Map Data button can be used to refresh your map with relevant selections.
  • ArcMAP and QGIS data exports: The data passed to these external GIS now correspond to the current field view. Thus, you can now pass data from any selected fields including custom fields. The map export forms now default to last used project rather than a new project each time.
  • ArcMAP/GIS aprx files: Map project selection now includes aprx as well as mxd files.
  • Sharing saved queries: Query commands created and saved from the Query Tool can now be shared with other users by selecting the Share option on the 'My Saved Queries' tab.
  • Multi-column summary: A new feature to calculate counts of data using 2 or more columns. Thus, you can total up the number of records per ‘Family + Country’ or ‘Year + Country + Genus + Species’. An interactive column selection interface is provided and these selections can be saved. Results can be filtered and sorted. Results can also be exported to Excel.
  • Invert latitude/Longitude: New tool to invert signs of lat/long values accessed from the Map context ribbon menu for grids that contain Lat./Long. data. This helps quickly correct groups of map points that have been entered or imported with incorrect NE/EW settings.
  • Range filter tool: This new tools allows you to apply filters on ranges of values for date, numeric and character fields. Accessed from the main 'Query Tool' drop down menu, using Alt+F11 or from the right-click grid context menu. Especially useful for adding date filters.
  • IPNI data transfer to RDE: In Taxonomy RDE files, you can draw in data from an IPNI search. This option ‘Import Data from IPNI’ is available on the RDE toolbar when in a Taxonomy RDE file.
  • RDE toolbar: RDE toolbar options have been simplified. RDE analysis and import is now streamlined under a single option.
  • RDE for Mobile App: New fields are exported to the app: Label Range, Provenance Type, Collectors, Donors and their codes, Field Number with prefix/suffix.
  • RDE Record ID field: The numeric field Record ID is now available to view in all RDE files. This unique sequential integer field, which is auto-populated, can be used e.g. to filter and then tag record in batches.
  • RDE importer for specimens: The ability added to bypass (time consuming) checks for new specimens/determinations when importing RDE files. These checks are often not needed for new data being imported – and the option speeds up the analysis phase, especially notable in large files.
  • Shared Mobile App RDE folder: This new share folder option allows mobile app RDE files to be created in a separate, named RDE file folder.
  • View/goto Collection Event from Specimen: A new link option provided to view or go to the parent collection event record when browsing specimens.
  • Determinations 'detby name' lookup: Lookup option for determination names added to determination data grid.
  • Excel Match/Transfers: These transfers are now better able to handle Excel dates. Case-sensitivity from excel column matching has been removed.
  • Column Manager: A new refresh button added to force refresh grid fields. This is available in main tables and RDE. RDE column manager improved to allow restore defaults.
  • Main BRAHMS application window: Saves/Restores main BRAHMS window location/size at startup/exit.
  • Shared paths: Shared paths can now be non-read only. Path check on log in disabled as this was, in some cases causing problems.
  • JStor and GBIF access: Access to both now possible after the WebView2 update, avoiding incidence of ProtocolError status reports’.
  • Excel to RDE error trapping: Warnings are now given if a data conversion fails ( e.g. incorrect data type) with Stop or Continue options. The error can be skipped so as not to lead to the loss of a large transfer.
  • Memo field text boxes: All text boxes on forms have been improved with vertical scroll and text wrap.
  • Default field view adjustments: Throughout BRAHMS, various adjustments to the UI to improve field settings, for example, including new fields in the default views and adjusting field widths. Filtering is available in more tables, for example, custom fields.

Bug Fixes

  • Reinstates RDE Edit History functionality: A glitch in access to RDE edit history has been fixed.
  • RDE file custom fields: fixes issue with RDE file custom field editing.
  • RDE file copying and re-naming: fixes a number of issues related to RDE file copying (with and without data) and RDE file renaming.
  • Author Selector highlights record: The active row in the author name selector is now highlighted as with other grids.
  • Multi-summary count: Error with exporting summary results to Excel fixed.
  • Living Collection no accession rules: The ‘no rules’ for accession and plant numbering are now respected.
  • Label printing: Printing now takes account of the current garden selection.
  • RDE mobile app file creation: Error with RDE file create overwriting existing fixed.
  • Comment save: Fixes issue with saving comments when comments tool window is closed.
  • Garden accession numbering: Corrects issues with setting and using free text entry for Accession and Plant IDs on a per garden rule basis, also fixes potential incorrect rule selection/display when living collection options are viewed and the default (increment) rule was not in use.
  • Entity mode fixes: A number of fixes when using BRAHMS in Entity or Mixed mode rather than in Standard mode. Entity/Mixed mode offers a new way to manage the complexity species names (especially with cultivated plants) as developed by the RHS.
  • RDE file imports with restrict to tagged: Fixes generic higher classification, family, genus and species RDE file analysis methods to improve matching and updating RDE and fix issues when restricted to tagged.
  • Excel Plant Event imports: issue fixed with column names not matching when importing directly from Excel to plant events.
  • Family/Higher classification: These values are now corrected updated and refresh in grids when selecting/clearing a genus selection using the species form.


Release 8.0.8 (14 June 2021)


The following release notes apply to BRAHMS v8.0.8.13241

Added Features

  • Data grid and tool window management: To resolve a long-standing issue where grid windows would frequently become undocked when switching from one to another if one or more tool windows were also active, the underlying docked-window management strategy in BRAHMS has been refactored. An added benefit of this has been that tool window views are no longer ‘reset’ when changing grids. Overall, there is improved coordination of all opened grids and any opened forms and tool windows.
  • Document management: Links to URLs as well as physical documents are now possible. New data grids have been added to a now updated Images/Documents menu to view and filter on document folders and all document links. Using the document editor form, you can now copy a linked document to all tagged records. The calculated fields for #docs is updated as docs are linked/unlinked.
  • Image management: Improvements have been made to the image viewer which now auto-sizes opened images. New data grids have been added to the updated Images/Documents menu which allow you to view and filter on all registered image folders and all image links. For example, you could easily list and view all images linked to a set of related taxa or specimens. The calculated fields for #images is updated as docs are linked/unlinked.
  • Image copyright messaging: Image copyright can be stored in 3 places: 1. taken from the IPTC image header; 2) in the image record itself (copyright field); 3. a default setting for all images with no explicit copyright entry is added using the new System>Options> Images tab.
  • Tool window efficiency: Improvements made to overall system efficiency by ensuring that, when closed, all tool windows do not continue to occupy memory.
  • PostgreSQL: PostgreSQL database connections: Addition of working PostgreSQL database connections plus an update to database connection dialogue to include a PostgreSQL database creation wizard.
  • An Excel importer for plant events: Plant events can now be imported directly to the Plant Events table from Excel. Matching on either the record GUID or Plant ID, you can import Event Type, Event Group, Event, Result, Day, Month, Year, Event Person and Comments. Refer to the Plant Events section in main guide for further details.
  • Print Preview: The Print Preview reporting option is more efficient and has improved messaging.
  • Tag record with double-click: Records can now be tagged by double-clicking in any record field when not in Edit mode. If you are in Edit mode, you can dbl-click in the Tag field to tag. This does not move to the next record as it does with F6 or the standard tag toolbar option.
  • New RDE export function for gardens app: A new RDE export option is provided as a tool in the main plants table and in the garden localities table. This creates an RDE file with plant details and optionally, all existing events and requests for the exported plants. Also included in the RDE are lookups for the custom label designs, all garden locations and all relevant custom lookups including those for events and requests. The RDE file is sent to the mobile device (e.g. tablet) and once edited, can be opened, edited and subsequently imported to BRAHMS. The import process updates plant records (adding new plants if registered on the app) and adds new events/requests. New plants can be added for new or existing accessions. Images gathered on the app are also processed and linked to plants.
  • Mobile app for botanic gardens: The first version of the BRAHMS garden app is now available for use. The app, which can be used entirely offline, is used for garden inventory work with the ability to gather plant-related data including map locations and images. For further details, refer to the main BRAHMS website.
  • Species table: The field previously called ‘Old Species Code’ has been renamed to ‘My Species Code’ and is now included wherever species name fields are available. A new field 'SeasonOfInterest' in added to entity and species.
  • Species duplicates: The checks made and warning messages issued when duplicate species names are added have been revised and improved.
  • Family and Genus lookups: The genus lookup in the species table and the family lookup in genus table now include author names to help differentiate between homonyms.
  • Det Date lookup: A date lookup option has been added to the determinations form.
  • Multi Value Search: Multi-value searches can now have search mode set to 'contains' (= default), 'equals' or 'starts with' when searching for a list of matching items.
  • Mapping to QGIS: You can now open both .qgs and .qgz files as saved QGIS projects. The QGIS form remembers your last selected project. You can also save your exported data without opening QGIS. Several QGIS video samples are provided on https://herbaria.plants.ox.ac.uk/bol/brahms/software/v8videos
  • Mapping to GeoCAT: A greater number of collection events fields are exported to the GeoCAT spatial analysis tool broadly following DwC guidelines. GeoCAT is a handy tool to help with Red listing and spatial analysis. It synchronizes with GBIF and Flickr to display raw occurrence data.
  • Mapping to ArcGIS API: Updates to BRAHMS ArcGIS Map operations. The mapper currently includes a 'Refresh Map Data' button in case the mapper does not respond to all tagging/filtering operations.
  • Improvement to Map Editor: The map editor banner now updates without a mouse-over and the view now zooms out to full extent when Lat/Long is 0/0.
  • Entity name management: Various updates have been added to the Entity name management system, this in collaboration with RHS.
  • Toolbar items resized: The main Data Toolbar options have been somewhat re-sized and organized to minimise toolbar collapsing.
  • Updated documentation and video trainers: The BRAHMS documentation is updated on https://herbaria.plants.ox.ac.uk/bol/content/software/v8/BRAHMS_Manual.pdf and there and newly added training videos on https://herbaria.plants.ox.ac.uk/bol/brahms/software/v8videos

Bug Fixes

  • Reporter data in plants table: Wild Origin and Accession level data are now correctly sent to reporter, if these options are selected.
  • Goto Accepted name/filters: The option Goto Accepted name from a synonym on the main species form was failing if a species sort was in place. If the accepted name lies outside a set filter, the system issues a warning message.
  • type species selector: The type species selector button on the Add specimen form opened when adding a specimen directly to the specimen grid has been fixed.
  • Tagging with filtering: Further changes around filter/tagging issues to prevent 'red triangles' from concurrent asyc database calls, for example using TAG ALL with a <> or NULL filter.
  • Rename/move RDE files: Issues caused by renaming and/or moving RDE files have been resolved. This option is now called 'Rename' on the RDE Manager menu.
  • Delete custom fields: Removes ability to mark for deletion and delete custom fields directly from the Management > Custom Fields menu.
  • Visitor Log: Data are now correctly stored in this table. Previously, data in some fields were not being saved.
  • Author selection: Improves species author selection for misapplied, ambig. and hort. entries.
  • Transfer tags: An error linked to 'host species names' in collection events was causing transfer tags to fail in some cases.
  • TNRS website link: The URL link to the Taxonomic Name Resolution Service has been updated.
  • Species form synonymy tab: Fix for species form close error after visiting synonomy tab.
  • Determination editor: Fixes issue with specimen det form editor toolwindow title.
  • Linking specimen and det tables: Fixes the option to link Specimen and Determination tables.
  • CF name checks: CF category and CF Epithet are now used when checking for identical names.
  • Address table merge/tag transfers: Address->Tag Children of Address records was missing tags for linked Transaction records. The Address->Merge function was neglecting Addressid update for transactions linked to addresses being merged.
  • Collector codes in reports: Fixes issue with collecotr codes not appearing in reports after the creation of a new garden accession record.


Release 8.0.7 (31 March 2021)


The following release notes apply to BRAHMS v 8.0.7.13081

Added Features

  • Shared folders: You can now defne shared folder locations for sharing data grid views and report templates in a user designated shared folder feature. This means these file no longer have to in the default application shared folder. The shared folder facility will next be extended for image and document shares.
  • Acquistion to Accession: For the living collections module, the term 'Acquisition' as used to represent living collection accessions has been renamed back to Accession. The Accession table includes the field Accession #.
  • Name selector: Forenames have been added to the name selector list to help with selections.
  • Living plant events: Improved default field order in the living collection events grid, moving the event categories to the front.
  • Living collection source plant: Addition of Living Collection Source (as available in collection events grid) to the specimens grid view and also the collection event form.
  • RDE for plant events/requests: A new RDE and RDE import option has been added to process plant event/request RDE files generated from the plants table and as used by the BRAHMS mobile App. Further read-only fields added to the plant event RDE include IUCN and Seed AccessionNumber.

Bug Fixes

  • All Find/Selector dialogues now respect the use of Enter to initiate search. Some forms were closing on Enter.
  • Fixes an issue in Labels table with lookup for label report tempate when stored in user defined shared folder.
  • Fixes various transaction related issues: Unable to enter/edit a transaction number when auto-calculate transaction was disabled in options; the option to list preserved specimens items in a transaction was incorrectly listing plants; unlinking a transaction item did not always refresh items listed in grid; the exception error 'null object reference' caught when closing transaction form.
  • Fixes an issue with display of Associated Collections (Plants) which was linked to the use of multiple site gardens.
  • Removes redundant foreign key relationships to species and botanic garden localities from livingcollection events.
  • Fixes author namestring creation/matching for cases where 3 authors or more were joined incorrectly using an ampersand (A & B & C => A, B & C) - also applied to Basionym authors if more than 2 were present.
  • Grid now refreshes after random tagging.
  • Fixes an issue when generating label requests for all tagged plant records.

Release 8.0.6 (17 March 2021)


The following release notes apply to BRAHMS v 8.0.6.13029

Added Features

  • Support videos: a series of short BRAHMS training videos is gradually building up on https://herbaria.plants.ox.ac.uk/bol/brahms/software/v8videos.
  • Database creation: the process to create new, personal SQLite databases from the Data Connections Manager has been streamlined and provides more feedback.
  • Plant RDE for garden inventory: A function to create an RDE file for tagged plants (or plants from tagged garden locations) has been added. The RDE file, designed for general garden inventory work, can be used with the BRAHMS mobile app. When creating the RDE, you can optionally include existing plant event/request records (all events/requests or for a selected date range).
  • Lookup and find options: system-wide improvements and standardization of all lookup window ‘Find’ options. These now require a press to excute and have associated help text explaining the search terms that can be used. The Find search box options often provide some smart searching options where multiple terms can be entered. The grid filter row can also be used for searches. Additionally, the Address lookup now offers a search on institute name and/or surname along with museum or organisation code. And the application of person/name strings has made more consistent when using people lookups, with names always pulled from the assembled names strings table. The Gazetteer lookup has new option when used in major area field to facilitate country and major area selection only.
  • Multi-value search: a new tool has been added allowing you to provide a list of search values for a given column. The search will tag any found values and report on any values not found or values that caused an error (e.g., a non-numeric value for a numeric column). An example use: copy/paste from another document such as Excel (or type in directly) - a list of barcodes, accession numbers, transaction numbers or garden location codes to the multi-value search tool text area. Run the search to locate and tag these records in the respective table.
  • Query tool: an option added to re-name a saved query/filter as set in the advanced query tool. Also, you can no longer save a query with the same name.
  • Grid layout and field defaults: overall improvements to data grid layouts in many tables including field order and default widths. Addition of some further read-only foreign key GUID fields, useful for cross-referencing. Many small improvements, for example, genus name visible by default in collection events. living status visibile in the plant events and plant requests tables, further institution/ donor address fields now visible in the main transaction table including phone, postcode, email and address details.
  • Edit History: a data record summary field has been added to all tables that use Edit History. This summary is now visible in the main Management > Edit History table - increasing the utility of this table as you can more easily see which record the edits refer to. The same record summary will be used to identify image, document, transaction and literature links.
  • Image import: the fields FotoNumber, FotoPrefix and FotoSuffix have been added to the Excel Image Import Wizard.
  • Saving records: improvements to the process used to save records when a form is opened prior to saving data edited in a data grid. Similar improvements made to forms where lookups or sub-forms opened prior to saving form data. Additionally, a system message often issued when adding a new record prior to saving a cell is now suppressed.
  • System indexing: improvements to system indexing which have clear benefits for certain categories of query and sort. Notable improvements to the main specimens table. Improved speed counting tagged records.
  • Species form: the main species form "Collection Summary" tab has been extended with separate options to list collection events, preserved specimens, accessions, plants and seed records.
  • Species recalculations: recalculations for species have been improved to separate Living Alive and Living Other totals, also counting plants with NULL value status.
  • PBR field added to species: adds a PBR flag to Species to indicate Plant Breeders Rights are in force.
  • Preserved specimens: updates to the main Collections menu Specimen details option (now renamed to Specimen Manager) to open a fully-fledged specimen/det manager to view and manage related collection event specimens and their dets. Improved options for adding specimens directly to the specimen table using Add.
  • Plants form: tab rearrangement and change of some data loading methods to make more efficient. The phenology tab now auto-adds the required event group, type and event fields to custom lookups if not present so that new phenology traits can be easily added as event lookup values.
  • Plant tributes: adjustments to plant tribute fields inclding the addition of Commemorative Tree Number.
  • Transactions: custom fields can now be added to the main transaction table. Improved ability to link/unlink all plant records to/from a transaction using the ‘Link to Transaction’ option on the Collections toolbar as available when in the Plants table. The plant restriction category is now displayed at the bottom of the form.
  • RDE import reporting: improved feedback and reporting when importing RDE files.
  • Garden plant numbering: it is now possible to set up shared or separate auto-calculated accession and plant numbering systems for multi-site botanic gardens. This is managed from the System > Options > Living Collections.
  • Garden locality field sizes: locality area and type widths increased from 30 -> 100.
  • Locality codes in RDE for gardens: botanic garden locality codes can be used without a locality name as long as the code/name exists in the main database botanic gardens localities list.
  • Map editing: map Editor button added to Collection Event Editor Form.

Bug Fixes

  • The Find/Replace tool now correctly respects case with editing. Find replace also now works in RDE custom fields.
  • Random tagging (Tag drop-down option) now respects applied filters.
  • Case is now respected in Summary tool merge operations in RDE and in the main database.
  • The application main window title is correctly updated when using sign-out and signing into a different database.
  • In certain system cultures/languages, some form components of BRAHMS were misbehaving due to the different formatting of decimal numbers (comma instead on period). Now fixed to respect local system culture settings.
  • ArcGIS mapper now operating in RDE – it was knocked out for a while due to a formatting issue.
  • ArcMAP bug where maps were sometimes redrawn 2 or 3 times has been fixed. Additional feedback is provide during data point loading. Improvements when using the unhighlight function to restore the original symbol rather than always a standard red marker. Fixes transposed display of mouse coordinates over map when using DM or DD.
  • Fixes bug where the printed label 'request status change' change from 'Pending' to 'Processed' did not respect the selected label size/type parameter and so, incorrectly, changed all label requests that had a matching request category for all sizes/types.
  • A timer has been added to the Living Accessions Form InitializeComponent to help monitor slow loading of this form - as reported on some networks.
  • Fixes issue where the Ctrl+N key triggered copying a record rather than the Add Record command.
  • The Match/Import tool is now disabled if a user has read-only access to the respective data grid. Match Transfer from Excel now requires a user to have Edit permissions. Image Import from Excel also equires a user to have the Add permission.
  • Fixes a direct label print issue when using in move/split plants.

Release 8.0.5 (9 January 2021)


The following release notes apply to BRAHMS v 8.0.5. 12850

Added Features

  • Filters added via the data grid filter row are now only applied after the Enter/Tab key is pressed or the focus is moved from the filter row cell in use. Previously, filters were auto-applied after typing into the filter cell, potentially applying a filter before filter entry completed.
  • Data provided to the reporter can now optionally be restricted to visible grid columns, hence lowering memory requirements and allowing the generation of larger reports.
  • Addition of an 'Additional Report Data' prompt to include/exclude related data for Entity Data reports.
  • Match/Import transfer from Excel: feedback is now provided for cases where there is a data type mis-match between the Excel file value type and the destination property type (e.g. non-numeric data -> numeric field).
  • Species property ‘Registered Trademark’ now available to view in the Living Collections grid.
  • Living Collection Garden Subarea properties (1 – 6) now available to view in the Living Collection Requests and Label Requests grids.
  • A new, simplified, Production Propagation Form has been added. This form, which can be used on tablet-sized screens, provides provision to add/edit production records; list and edit plant status; show plant events; and edit acquisition level status, for example, if all plants in production die.
  • Plant and Specimen RDE files now include Collector and Project and Grant (a.k.a. Expedition) Codes – these are imported with collection event data.
  • Improvements made to the Management->Custom Lookup Value editor for those cases where there were a very large number of values present for a given field (e.g. events).

Bug Fixes

  • Fixed issue with multi-value selection pop-ups where using the ‘Esc' key to close (cancel) the values list could also close a parent dialogue windows.
  • Fixes transposition of lat./long. in the Lat./Long. Editor header display when showing decimal degrees and decimal minute values. This only affected display, the data was correct.
  • Restores ‘Status text’ display to the main window status bar used when displaying notifications of updates/shutdown etc.).
  • Fixes addition of Collectors Code in RDE and Collection Event Form when a collector is selected.
  • Fixes relation naming bug when opening reports from Entity table along with improvements to efficiency of related (additional) report data preparation.
  • Fixed bug where unsaved edits in the main plants form could be lost when performing a stock change/confirmation, changing or confirming the living status or adding a name verification.
  • Add record and Image Import from Excel were incorrectly enabled for the image records grid. These are now correctly disabled for the image records grid. Image Import from Excel is also now disabled for any grid where image linking has not been enabled.

Release 8.0.4 (10 December 2020)


The following release notes apply to BRAHMS v 8.0.4.12793

Added Features

  • Overall system indexing has been improved by including non-clustered primary key values.
  • Improvements to the use of <, <=, >, >= filter operators on numeric fields when using the data grid filter row.
  • The Find/Replace tool can now be used on custom fields.
  • Improved date entry across the system allowing calendar lookup or entry of separate day month year values, as available. For example, a collection may only have a year.
  • "Copy cell value" has been added to the grid right-click context menu.
  • The transaction editor now makes it clear if and when a transaction number is auto-generated.
  • Improvements to living collection Acquisition and Plant forms and the overall accessioning process. For example, plant restriction status (stored in acquisitions) is now additionally displayed in the plants table and is also colour coded on the plant form.
  • A new living collections tool has been added to manage taxa name changes with options to update the names of multiple acquisition and plant records, keeping track of the old name.
  • A new table and a related data grid added to hold all garden label definitions including whether the label can be directly printed or must be requested along with a new user permission controlling the ability to make label requests.
  • It is now possible to reset the default column view and to save column layouts in RDE files.
  • ArcGIS and Google Earth mapping is now enabled in RDE tables.
  • Reorganisation of RDE data analysis and data import with improved feedback and speed.
  • Additions to RDE for living collections include addition of Associated Species, Threats, Seed Accession number, Collection Strategy Justification, Restriction status, taxa Verification details.
  • When updating BRAHMS to a new release, the auto-update messaging has been improved. Auto-update is a standard procedure that alters and updates your data store as required by an updated BRAHMS version.
  • Access to BING Image of the day has been disabled for now. This is because of a potential copyright conflict. We hope to be able to re-introduce once clarified with Bing/Microsoft.

Bug Fixes

  • Fixes issue of database title remaining unchanged when changing databases under some circumstances.
  • Fixes issue preventing non-admin users from editing comments (when permitted) - may also have had other consequences for read-only status of non-admin users.
  • Fixes an error with the Invert Tags tool.
  • Fixes issue with the saving of the home institute code in System Options. Also the issue where the home institute code was set to null when exiting BRAHMS using the window close button (X) top right rather than System > Exit.
  • Fixes a Ctrl+F4 copy record problem in some RDE files.
  • Fixes the Gazetteer Lookup tool in RDE.
  • A range of further minor issues across the system have been corrected.

Release 8.0.3 (10 October 2020)


The following release notes apply to BRAHMS v 8.0.3. 12660

Added Features

System

  • Changes to start up and sign-out: The main window is displayed before the login window is presented. It is now easier to sign-out, to change data locations, and/or the current user identity.
  • Navigation controls for background image slideshows (user images/Bing image of the day) are now available in the status bar.
  • Bing image of the day backgrounds are saved to your pictures folder in a subfolder called BingIOTD along with description/copyright text.
  • In System Options, the Data Grid options have been reordered. The Column Header sort option now comes first and spacing between the 3 available options has been reduced to aid visibility. The dark grey background has been removed.
  • A new 'operating mode' has been added to BRAHMS on the System > Options > Entity options tab. This adjusts the data available and visible in various data grids and in particular, on the species, collection event and living accession (acquisition) forms. The available operating modes are 1. Standard mode: this is the default standard BRAHMS operating mode with direct links to species names throughout the system; 2. Entity mode: this hides direct links to species data throughout the system but instead, provides links to Entity names. 3. Mixed Mode: This provides access to both Species and Entity level information. It is possible to override the default operational mode setting for certain users or user roles using an override flag in the user permissions setup. Further details on the use of entities will shortly be added to the manual.

Tagging

  • The ability to share Tag Groups has been added along with a new permission option to allow/disallow tag group sharing.
  • A new function to randomly tag a number or percentage of records.
  • Improved efficiency of Tag Transfer tool.
  • A visual indicator of tag transfer progress is now shown.

Filtering/Querying

  • It is now possible to edit a saved filter set and save it with a new name.
  • A bracket reset button has been added to the Advanced-Filter Tool.
  • It is now possible to filter directly from 'My Saved Queries' in the Advanced-Filter Tool using the existing 'Apply Filters' button or the new 'Run' button.
  • New filter row move buttons (top, up, down and bottom) are available in the Advanced-Filter Tool (design mode) to allow re-ordering of filter rows.

Reporting

  • It is now possible to optionally add Accession (Acquisition) and Wild Origin (Collection Event) data to Living Collection reports.
  • It is now possible to optionally add Collection Event data and Determination data (for all or current dets only) to Specimen Reports.
  • Progress is now displayed during the data preparation phase for reports run from any data grids.
  • Report Data peparation has been adjusted to use property names as column names but also adds column headers as captions. Linked data columns will always uses the column header but with spaces and periods removed for the column name and the column header unaltered as the caption. These changes should help make report design easier.
  • Data containers are now better managed during Report creation reducing the possibility of memory leaks.

Botanic Garden Management

  • Garden assignment (in user setup) is now fully respected throughout the Living Collections Module and all associated lookup dialogues (plants, acquisitions and garden locations) and garden related edit functions. A garden specific filter is available which defaults to a user’s assigned garden and optionally allows read-only access to non-assigned garden records.
  • A determinations (plant identification) grid has been added to the Living Collections Module menu.
  • An AGM flag was added to Entity data to indicate an "Award of Garden Merit".
  • An option is provided to set the default setting on the plant name change form when it is opened: All plants; Current Plant Only; Users Last Selection.

Taxonomy

  • A text field for the Family APG System has been added to the Families grid/form. The Family APG System, Family local reference code and Family Museum/Institute code have been made visible in genus data. These fields plus the Genus Location Reference code, Genus Store Number and Genus Nuseum/Institute code are also available in the Species view.

Bug Fixes

  • Fixes issue in RDE Living where Garden name was set to be read-only and had an incorrect lookup to garden localities. Adds new toolbar button to autofill empty gardens from a selected record with a non-empty garden name.
  • Fixes issues with adding a new determination and setting it as 'current'(also adds feedback during updates to Identification records).
  • Fixes error thrown when deleting propagation data having associated stratification and/or emergence records.
  • Fixes refresh issues after changing a name in the living accessions grid.
  • Disallows access to Project Member configuration data when a user is not yet logged in (affected the Main Window and RDE and Map modules).
  • Fixes issue where newly added garden localities were not visible due to a missing botanic garden identifier
  • Fixes a bug in display of Taxon Descriptions for species (the data was stored correctly but references appeared to be linked to other records with similar names.)
  • Fixes bug which failed to corrctly clear tags on request during Tag Transfer operations. When no records were available to tag, the existing tags were not cleared.
  • Fixes some issues with living collection accession/acquisition and plant identifier rules setup.
  • Added a missing Genus grid property (Genus Number).

Release 8.0.2 (7 September 2020)


The following release notes apply to BRAHMS v 8.0.2.12579

Added Features

  • Editing plant events is now linked to permissions. Database admin can restrict which events a user may edit, optionally allowing editing of event notes where general editing is not permitted.
  • Direct printing of certain label types is now available from the plant label requests forms. Direct printing does not register label requests in the Label Requests table.
  • Plant Habit field to add to the Add Plant form.
  • The Add Plants Form now includes Plant Acquisition received as and quantity fields.
  • Determination details are now available in main grid of specimen RDE files allowing direct entry, or match transfer import of primary determination information for the specimen.
  • Added ability to create new author/collector (etc.) name combinations directly in the assembled name strings grid.
  • An RDE for common names has been added.
  • The RDE species lookup copy to rank option now always defaults to ‘All Ranks’.
  • Adjustments to the Active Directory User addition. It is now possible to load and select, or type, the short domain name prefix to be added to a user’s SAM Account Username to match what is used when a user logs in.
  • A new tool added to the Families grid to add an Indet. Species record for all families to represent any name only identified to the family level.
  • The Find and Replace tool now respects Data Grid filters and also adds an edit history record for all changes.
  • A new Entity selection tool added. This allows selection of the correct entity using any of its linked species and/or common names. It does not currently work for hybrid formula names.
  • Additional views for production propagation and trial propagation via a filter mechanism for the propagation records table are now available.
  • All plants derived from an acquisition being propagated are now displayed on the propagation form Plants Tab. Plants added from a propagation (i.e. have a propagation number) are displayed in bold.
  • A right-click context menu has been added to all data grid views providing quick access to commonly-used Grid Data menu options.
  • Feedback on export tagged records progress is now given.
  • Ability to restrict Custom field addition now available in user permissions.
  • Ability to restrict Find/Replace tool use now available in user permissions.
  • RDE Autofill of a default acquisition number for new Acquisitions is now available in the Plant RDE file.
  • Addition of a new tab to the Plants form displaying Zoom records and ‘Go to Record' buttons for the related Acquisition, Collection Event (wild origin) and species.

Bug Fixes

  • SQLite Acquisitions summary recalculation caused an error.
  • Occasional edit mode error when a new record is being added.
  • RDE first record added did not correctly use lookups unless file was closed and re-opened.
  • “Supplied as” registered as an Acquisitions lookup did not work in RDE files.
  • When grid row filters were used in combination with other filters (e.g. summary tool and quick filters), the filters remained applied but the row filter text was lost.
  • Specimen grid view was reported as slow to respond.
  • Web Connect image uploads would cause an error if the file existed already.
  • Using System > Manage Database Projects > Edit was not saving edited Project titles/Descriptions.
  • When creating a new SQLite database, the new name was not correctly stored in the connection string.
  • Using the Edit Lookup values tool from the edit menu in RDE caused system freezes.
  • Filtering on some dynamically calculated fields in some grids caused an error.
  • The species tool to tag synonyms of tagged records caused an error.
  • On the species form, it was not possible to add a space to range notes text.
  • In RDE files (specimens), the species lookup option ‘Go to Accepted’ was not working.
  • RDE manager ‘Update all’ caused an error.
  • Fixes to specimen RDE Type-species re-import caused by 'IsNewType' flags not being reset prior to analysis.
  • Fix bug in Move Plants form where saving the record caused a conflict due to altered Last Modified On/By data.
  • Fixed issue with linking dets to specimens via the specimen grid link dets function.
  • Fixed bug in RDE Description during total records count causing an error when no data-source was present.
  • Fixed bug when checking for a restricted Living Collection Event and no restrictions existed.
  • Removed incorrect read-only restriction from “Received As Taxon” in the Living Accessions grid.
  • Fixed bug in RDE import of living collections where the generated Plant ID did not respect the current plant id configuration rules for the destination database.