Diversity Collection
Grids
To edit the data in a data grid, select Grid mode
for the specimen
, the organisms
, the parts
, the images
the collection events
or the collection event series
from the menu. A window will open where
each dataset from the query result list is represented in a single line for
a specimen, an organism, a CollectionEvent or a CollectionEventSeries
respectively. Please note that in this view, only a limited part of the
data is visible. For example, only the most recent identification of an
organism is displayed. This is shown in the image below,
where two organisms (marked with red arrows) are not visible in
the grid view because only the latest identification per organism is shown.
When using grid mode for organisms, all organisms will appear, but only with their most recent identification.
Customise column headers
The names of the columns can be changed using the
database description.
Customise fiel visibility
The selection of the visible fields can be adjusted in the tree above the
list. Change the selection of the columns and click on the Set columns button.
Customise column width and sequence
To adjust the width of the columns or the height of the rows, either drag
the border with the mouse or double-click on the border to obtain the optimum
size for a column. You can also click the 
button for the optimal height of the rows or the
button for the optimal width of the columns. To change the
width and sequence of the columns, drag the
columns to the position of your choice or adjust the width to your
preference. These changes will be saved for this session and
the next time you use grid mode. To return to the original sequence
of the columns, click the Reset sequence button.
Sorting the data
To sort the data in the grid, click in the header of the column
you want to use as the sorting column. The sort will persist
even if you change values in that column. This means that if you change
a value in the sort column, the changed record will be placed in
the new position according to its new value. The sorting of a column
is indicated by an arrow indicating the direction of sorting (up or
down) and by a thicker right margin of that column (see image below).
Find and replace
To use the find and replace functions, you must either select part of
the field in this column or click the 
button to select the whole column. You can then select the function you
wish to use (remove, insert, append or replace). To replace a part of
the text in the selected fields, type the text to be replaced
and type the replacement in the appropriate fields. To start the
replacement, click on the 
button. To insert a
string to the beginning of all entries in the selected fields, click
the 
button. To append a string to all entries
in the selected fields, click the 
button. To
remove all entries from the selected fields, click the
button.
Transfer from spreadsheet
You can transfer data from a spreadsheet, such as Excel or Calc. Copy the
relevant columns from your spreadsheet and paste them into
DiversityCollection. Click in the top-left cell where the data
should be inserted, then open the context menu (click the right mouse
button) and select Insert to paste the data.
Editing
Some columns cannot be edited directly, but are linked to external
modules or services. These columns are displayed as buttons. Click on
the button to access the service. If a value is linked to an entry in an
external module, the background will change to
[yellow], and the text will no longer be editable.
Together with the links (as shown in the example above [Link to
DiversityAgents]), you can also select columns that
allow you to remove links to modules (e.g.
[Remove link for collector] in image above). These
columns appear as buttons 
. Simply
click on the button associated with a link to remove the connection to the
corresponding module. After doing so, you can edit the text field containing
the previously linked value.
Some values are linked to a predefined list of options. To change such a value, use the drop-down list available in the column.
New dataset
If you click on the empty line at the base of the data grid, you will be
asked if you wish to create a new dataset. The program will ask you for
a new accession number and the project of the new dataset. Another way
to create a new dataset is to use the copy button 
. Simply
click on the row you wish to create a copy of and then click on the
copy button . For details see the Data
section. A copy of the dataset will be inserted at the base of the data
grid.
Saving the data
To save all changes, click the 
button. To undo
all changes since the last time the datasets were saved, click the
button. To save the changes to the current dataset
use the 
button. To undo the changes in the
current dataset, click the 
button. If you click
the OK button, you will be asked if you want to save the changes before
the window closes. If you click the Cancel button or close the window, your changes will not be
saved. To export the data displayed in the grid as a text file with tabs as
column separators, click on the 
button.
Subsections of Grids
Diversity Collection
Grids
Collection Event Series
To edit the data in a data grid choose the Grid mode
for the CollectionEventSeries
from the menu. A window will open where
every data set for a CollectionEventSeries from the query result list is
restricted to one line (see below).
Customize the window
To change the width of a column simply use your mouse to adapt the width
to your preference. To hide or show parts of the window use the
button for the hierarchy tree and
the 
button for the images in the upper right corner
of the window. If the parts are shown, the icon will have red background
e.g. 
.
History and feedback
To inspect the history of a data set click on the
button. A window will open as described in the
History chapter. To send a feedback use
the 
button. Details are described in the
Feedback chapter.
Sorting of the data
To sort the data in the grid simply click in the header of the column
which you want to use as sorting column. The sorting sequence will be
kept even if you change values in this column. This means if you change
a value in the sorting column, the changed data set will be placed at
the new position according to its new value. The sorting of a column
will be indicated by an arrow for the direction of the sorting (up or
down) and by a thicker right border of this column (see image below).
Handling the data
To save the changes click on the button. To insert
new data sets use the button for a
CollectionEventSeries and the button for a
CollectionEvent.
Diversity Collection
Grids
Collection Event
To edit the data of the CollectionEvents in a data grid choose the
Grid mode for the event
from the menu. A window will open where every data
set for a CollectionEvent from the query result list is restricted to
one line. Please keep in mind you can only see a limited part of the
data while in this view. For example only a part of the localisation
will be displayed (see below).
Customize the window
To change the width of a column simply use your mouse to adapt the width
to your preference. To hide or show parts of the window use the
button for the setting of the visible columns,
the button for the hierarchy tree
and the button for the images in the upper right
corner of the window. If the hierarchy tree is visible
(, see below), you have access to
the CollectionEventSeries which are linked to the CollectionEvents. Here
you can edit the hierarchy via drag & drop. Please keep in mind that
ramifications within the hierarchy can only be realized using
EventSeries with CollectionEvents
placed within and specimen
placed within the CollectionEvents. To insert a
new EventSeries use the button below the
tree.
To change the width and sequence of the columns simply use your mouse to
drag the columns to the position of your choice or adapt the width to
your preference. These changes will be saved for this session as well as
for the next time you use the grid mode. To return to the original
sequence of the columns click on the Reset sequence button.
Customize visibility of fields
The selection of the visible fields can be adapted in the tree above the
list. Change the selection of the columns and click on the Set columns button.
Sorting of the data
To sort the data in the grid simply click in the header of the column
which you want to use as sorting column. The sorting sequence will be
kept even if you change values in this column. This means if you change
a value in the sorting column, the changed data set will be placed at
the new position according to its new value. The sorting of a column
will be indicated by an arrow for the direction of the sorting (up or
down) and by a thicker right border of this column (see image below).
To adapt the width of the columns or the height of the rows either drag
the border with the mouse or double click the border to get the optimal
size for one column. You may also click on the
button for an optimal height of the rows or the
button for an optimal width of the columns.
Handling the data
Find and replace
To use the find and replace functions you must either select a part of
the field in this column or click on the
button to select the entire column. You may then choose the function you
wish to apply (remove, insert, append or replace). To replace a part of
a text in the selected fields enter the text which should be replaced
and enter the replacement in the corresponding fields. To start the
replacement click the button. To insert a
string to the beginning of all entries in the selected fields click
the button. To append a string to all entries
in the selected fields click the button. To
remove all entries from the selected fields click the
button.
Editing
Some columns can not be edited directly but are linked to external
modules or services. These columns appear as buttons. Simply click on
the button to call the service. If a value is linked to an entry in an
external module, the background will change to
[yellow] and you will not be able to
change the text.
Together with the links (in the example above [Link to
DiversityAgents]) you can select columns that
provide the possibility to release the links to the modules (e.g.
[Remove link for collector] in image above). These
columns will appear as buttons . Simply
click on the button related to a link to release the link to the
corresponding module. After that you can edit the text field containing
the linked value.
Some values are linked to a list of values. Use the drop-down list to
change the value in one of these columns.
Saving the data
To save all changes click on the button. To undo
the all changes since the last time the data sets were saved click on
the button. To save the changes in the current
data set use the button. To undo the changes in the
current data set click the button. If you click
the OK button, you will be asked whether you would like to save
the changes before the window will be closed. If you click the
Cancel button or close the window your changes will not be
saved. To export the data shown in the grid as a text file with tabs as
column separators click on the button.
Diversity Collection
Grids
Collection Specimen
To edit the data of the specimens in a data grid choose the Grid mode for the specimen
from the menu. A window will open where every
data set for a specimen from the query result list is restricted to one
line. Please keep in mind you can only see a limited part of the data
while in this view. For example only the last identification of an
organism will be displayed. This is demonstrated in the image below
where two organisms, indicated with the red arrows, will not appear in
the grid. If you use the grid mode for the organisms, all organisms will
appear with their last identification.
Customizing
Customize visibility of fields
The selection of the visible fields can be adapted in the tree above the
list. If this part is hidden click on the
button to make it accessible. Change the selection of the columns and
click on the [Set columns] button.
Customize column width and sequence
To adapt the width of the columns or the height of the rows either drag
the border with the mouse or double click the border to get the optimal
size for one column. You may also click on the
button for an optimal height of the rows or the
button for an optimal width of the columns. To change the
width and sequence of the columns simply use your mouse to drag the
columns to the position of your choice or adapt the width to your
preference. These changes will be saved for this session as well as for
the next time you use the grid mode. To return to the original sequence
of the columns click on the Reset sequence button.
Sorting of the data
To sort the data in the grid simply click in the header of the column
which you want to use as sorting column. The sorting sequence will be
kept even if you change values in this column. This means if you change
a value in the sorting column, the changed data set will be placed at
the new position according to its new value. The sorting of a column
will be indicated by an arrow for the direction of the sorting (up or
down) and by a thicker right border of this column (see image below).
Data handling
Find and replace
To use the find and replace functions you must either select a part of
the field in this column or click on the
button to select the entire column. You may then choose the function you
wish to apply (remove, insert, append or replace). To replace a part of
a text in the selected fields enter the text that should be replaced and
enter the replacement in the corresponding fields. To start the
replacement click the button. To insert a
string to the beginning of all entries in the selected fields click
the button. If the selected column is a link to a
module or webservice, a 
button will
appear where you can search for a linked data set. The insert will set
the selected column and related columns according to the linked data
set. Thus, if you choose e.g. a value from the DiversityGazetteer, the
coordinates and the country will be changed as well. Click on the link
to see all related information. To reset the link use the
button. To append a string to all entries in
the selected fields click the button. To
remove all entries from the selected fields click the
button.
Transfer from spreadsheet
You can transfer data from a spreadsheet e.g. Excel or Calc. Copy the
columns of this data from the spreadsheet and then insert it in
DiversityCollection. Click in the upmost left cell where this data
should be transferred to and use the context menu (click the right mouse
button) to insert the data.
Editing
Some columns can not be edited directly but are linked to external
modules or services. These columns appear as buttons. Simply click on
the button to call the service. If a value is linked to an entry in an
external module, the background will change to
yellow and you will not be able to
change the text.
Together with the links (in the example above [Link to
DiversityAgents]) you can select columns that
provide the possibility to release the links to the modules (e.g.
[Remove link for collector] in image above). These
columns will appear as buttons . Simply
click on the button related to a link to release the link to the
corresponding module. After that you can edit the text field containing
the linked value.
Some values are linked to a list of values. Use the drop-down list to
change the value in one of these columns.
If you click in the empty line at the base of the data grid, you will be
asked if you wish to create a new data set. The program will ask you for
a new accession number and the project of the new data set. Another way
to create a new data set is the copy button . Simply
click in the line you wish to create a copy of and then click on the
copy button . For details see the Data
section. A copy of the data set will be inserted at the base of the data
grid.
In the grid view for the organisms a part of the columns can not be
edited. These columns contain data which can be related to several
organisms. This is indicated by a gray background.
The Relation has two states:
either external 
(the column
[Related specimen URL] will be shown in the interface)
or internal. 
(the column
[Related specimen display text] will be shown in the interface)
Use the [Relation is internal] column to change the state and
the [Link to DiversityCollection for relation] column to set an
internal relation.
Saving the data
To save all changes click on the button. To undo
all changes since the last time the data sets were saved click on the
button. To save the changes in the current data
set use the button. To undo the changes in the
current data set click the button. If you click
the OK button, you will be asked whether you would like to save
the changes before the window will be closed. If you click the
Cancel button or close the window your changes will not be
saved. To export the data shown in the grid as a text file with tabs as
column separators click on the button.
Inserting new data
To insert a new data set simply click in the last empty line of the data
grid. The program may ask you to specify a project in which the new data
should be placed. In the grid for the organisms a window will open as
shown below.
Here you have the option to insert the new data set of the organism in
the last specimen in the grid or to create a new specimen for the
organism. In the second case you can specify the accession number of the
new specimen. Use the Find Acc. Nr. button to search for the
next free accession number in the database which matches your entry in
the Accession number field.
For new data sets you can specify certain project settings e.g. the
material category of a part of the specimen. The taxonomic group of a
new organism will correspond to the first organism in your last specimen
unless you specify a certain taxonomic group in the project settings for
the project you are working in. To enter or change a setting you need
the module DiversityProjects. For further information please turn to
the documentation provided with this module.
Copy data
To copy a data set select the line of the data grid you wish to create a
copy of and click on the button. For further
details, see the chapter Copy specimen.
Diversity Collection
Grids
Organisms (Units)
To edit the data of the organisms in a data grid choose the Grid
mode for the organisms
from the menu. A window will open where every data set for an organism
from the query result list is restricted to one line. Please keep in
mind that you can only see a limited part of the data in this view. For
example only the last identification of an organism will be displayed.
In the grid view for the organisms a part of the columns can not be
edited. These columns contain data which can be related to several
organisms. This is indicated by a gray background.
Customize the window
To change the width and sequence of the columns simply use your mouse to
drag the columns to the position of your choice or adapt the width to
your preference. These changes will be saved for this session as well as
for the next time you use the grid mode. To return to the original
sequence of the columns click on the Reset sequence button.
To adapt the width of the columns or the height of the rows either drag
the border with the mouse or double click the border to get the optimal
size for one column. You may also click on the
button for an optimal height of the rows or the
button for an optimal width of the columns.
The selection of the visible fields can be adapted in the tree above the
list. Change the selection of the columns and click on the Set columns button.
Analysis
In this grid you can edit up to 10 different types of analysis, however,
only the last analysis will be shown for each type. By default the
available analysis types will be generated dynamically depending on the
data. If you need an additional type in the grid, simply return to the
main form and enter the required type in one of the data sets. If you
wish to specify which analysis you want to see in the grid, you can set
the list in the options. Click on the
button to open a
window as shown below.
Here you can restrict the range of the dates of the analysis and the
types of the analysis which should be displayed. To change the entries
in the list use the 
and buttons to add
or delete entries.
Sorting of the data
To sort the data in the grid simply click in the header of the column
which you want to use as sorting column. The sorting sequence will be
kept even if you change values in this column. This means if you change
a value in the sorting column, the changed data set will be placed at
the new position according to its new value. The sorting of a column
will be indicated by an arrow for the direction of the sorting (up or
down) and by a thicker right border of this column (see image below).
Handling the data
Some columns can not be edited directly but are linked to external
modules or services. These columns appear as buttons. Simply click on
the button to call the service. If a value is linked to an entry in an
external module, the background will change to
[yellow] and you will not be able to
change the text.
Together with the links (in the example above [Link to
DiversityAgents]) you can select columns that
provide the possibility to release the links to the modules (e.g.
[Remove link for collector] in image above). These
columns will appear as buttons . Simply
click on the button related to a link to release the link to the
corresponding module. After that you can edit the text field containing
the linked value.
Some values are linked to a list of values. Use the drop-down list to
change the value in one of these columns.
If you click in the empty line at the base of the data grid, you will be
asked if you wish to create a new data set. The program will ask you for
a new accession number and the project of the new data set. Another way
to create a new data set is the copy button . Simply
click in the line you wish to create a copy of and then click on the
copy button . For details see the Data
section. A copy of the data set will be inserted at the base of the data
grid.
In the grid view for the organisms a part of the columns can not be
edited. These columns contain data which can be related to several
organisms. This is indicated by a gray background.
Find and replace
To use the find and replace functions you must either select a part of
the field in this column or click on the 
button to select the entire column. You may then choose the function you
wish to apply (remove, insert, append or replace). To replace a part of
a text in the selected fields enter the text which should be replaced
and enter the replacement in the corresponding fields. To start the
replacement click the button. To insert a
string to the beginning of all entries in the selected fields click
the button. To append a string to all entries
in the selected fields click the button. To
remove all entries from the selected fields click the
button.
To save all changes click on the button. To
undo all changes since the last time the data sets were saved click on
the button. To save the changes in the current
data set use the button. To undo the changes in the
current data set click the button. If you click
the OK button, you will be asked whether you would like to save
the changes before the window will be closed. If you click the
Cancel button or close the window your changes will not be
saved. To export the data shown in the grid as a text file with tabs as
column separators click on the button.
To copy a dataset select the line of the data grid which you wish to
create a copy of and click on the button. A copy of
the selected data set will be added at the base of the spreadsheet.
Diversity Collection
Grid
Organisms of a specimen
To edit the data of the organisms of a specimen select the specimen
entry in the tree and click on the 
button in the panel on the right. A window as shown below will open with
the functionality of the grid for the organisms but
restricted to the organisms of the current specimen.
Diversity Collection
Grids
Specimen Parts
To edit the data of the parts in a data grid choose the
Grid mode for the
Parts... from the menu. A window will open where every data set
for a part from the query result list is restricted to one line. Please
keep in mind you can only see a limited part of the data while in this
view. For example only the last processing or analysis of a certain type
of a part will be displayed.
Customize the window
To change the width and sequence of the columns simply use your mouse to
drag the columns to the position of your choice or adapt the width to
your preference. These changes will be saved for this session as well as
for the next time you use the grid mode. To return to the original
sequence of the columns click on the Reset sequence button.
To adapt the width of the columns or the height of the rows either drag
the border with the mouse or double click the border to get the optimal
size for one column. You may also click on the
button for an optimal height of the rows or the
button for an optimal width of the columns.
The selection of the visible fields can be adapted in the tree above the
list. Change the selection of the columns and click on the Set columns button.
Analysis
In this grid you can edit up to 10 different types of processing,
however, only the last analysis will be shown for each type. To specify
which analysis you wish to see in the grid click on the
button to open a
window as shown below.
Here you can restrict the range of the dates of the analysis and the
types of the analysis which should be displayed. To change the entries
in the list use the
and buttons to add
or delete entries. For taxonomic groups which miss certain types of
analysis the columns will be blocked.
Processing
In this grid you can display up to 5 different processings, however,
only the last processing will be shown. You can define a time range for
the processing that should be displayed and / or restrict the processing
to a certain type (see image below). For material categories which miss
certain types of processing the columns will be
blocked.
Sorting of the data
To sort the data in the grid simply click in the header of the column
which you want to use as sorting column. The sorting sequence will be
kept even if you change values in this column. This means if you change
a value in the sorting column, the changed data set will be placed at
the new position according to its new value. The sorting of a column
will be indicated by an arrow for the direction of the sorting (up or
down) and by a thicker right border of this column (see image below).
Selecting of the data
To restrict the data in the grid you can filter an entry. Select the
entry for which you want to filter and click on the
button. To remove data from the grid select the
rows which should be removed and click on the 
button.
Handling the data
Some columns can not be edited directly but are linked to external
modules or services. These columns appear as buttons. Simply click on
the button to call the service. If a value is linked to an entry in an
external module, the background will change to
[yellow] and you will not be able to
change the text.
Together with the links (in the example above [Link to
DiversityAgents]) you can select columns that
provide the possibility to release the links to the modules (e.g.
[Remove link for collector] in image above). These
columns will appear as buttons . Simply
click on the button related to a link to release the link to the
corresponding module. After that you can edit the text field containing
the linked value.
Some values are linked to a list of values. Use the drop-down list to
change the value in one of these columns.
If you click in the empty line at the base of the data grid, you will be
asked if you wish to create a new data set. The program will ask you for
a new accession number and the project of the new data set. Another way
to create a new data set is the copy button . Simply
click in the line you wish to create a copy of and then click on the
copy button . For details see the Data
section. A copy of the data set will be inserted at the base of the data
grid.
In the grid view for the parts a part of the columns can not be edited.
These columns contain data which can be related to several parts. This
is indicated by a gray background.
Find and replace
To use the find and replace functions you must either select a part of
the field in this column or click on the
button to select the entire column. You may then choose the function you
wish to apply (remove, insert, append or replace). To replace a part of
a text in the selected fields enter the text which should be replaced
and enter the replacement in the corresponding fields. To start the
replacement click the button. To insert a
string to the beginning of all entries in the selected fields click
the button. To append a string to all entries
in the selected fields click the button. To
remove all entries from the selected fields click the
button.
To save all changes click on the button. To undo
all changes since the last time the data sets were saved click on the
button. To save the changes in the current data
set use the button. To undo the changes in the
current data set click the button. If you click
the OK button, you will be asked whether you would like to save
the changes before the window will be closed. If you click the
Cancel button or close the window your changes will not be
saved. To export the data shown in the grid as a text file with tabs as
column separators click on the button.
To copy a dataset select the line of the data grid which you wish to
create a copy of and click on the button. A copy of
the selected data set will be added at the base of the spreadsheet.
Diversity Collection
Grids
Specimen images
To edit the data of the images in a data grid choose the
Grid mode for the
Images... from the menu. A window
will open where every data set for an image from the query result list
is restricted to one line (see below).
Sorting of the data
To sort the data in the grid simply click in the header of the column
which you want to use as sorting column. The sorting sequence will be
kept even if you change values in this column. This means if you change
a value in the sorting column, the changed data set will be placed at
the new position according to its new value. The sorting of a column
will be indicated by an arrow for the direction of the sorting (up or
down).
Selecting the data
To restrict the data in the grid you can filter an entry. Select the
entry for which you want to filter and click on the
button. To remove data from the grid select the
rows which should be removed and click on the
button.
Handling the data
Some columns can not be edited directly because they are linked to
external modules or services. These columns appear as buttons. Simply
click on the button to call the service. If a value is linked to an
entry in an external module, the background will change to
[yellow] and you will not be able to
change the text.
Next to the links there are columns which allow you to remove a link to
the corresponding module . Simply click
on the button to remove the link. After that you can edit the text field
containing the linked value.
Some values are linked to a list of values (e.g. Image type). Use the
drop-down list to change the value in one of these columns.
Find and replace
To use the find and replace functions you must either select a part of
the field in this column or click on the
button to select the entire column. You may then choose the function you
wish to apply (remove, insert, append or replace). To replace a part of
a text in the selected fields enter the text which should be replaced
and enter the replacement in the corresponding fields. To start the
replacement click the button. To insert a
string to the beginning of all entries in the selected fields click
the button. To append a string to all entries
in the selected fields click the button. To
remove all entries from the selected fields click the
button.
To data are automatically saved when you close the window. To undo all
changes click on the button.