Public (SQ) function content

Review of output from public query page

Abbreviations:

In spec to be implemented	Zsp
High	H
Medium	M
Low	L
Exclude	E

Inputed the name "Hakea" in the genus box and "leucoptera" in the species box selecting all Herbaria and output to "HTML", "CSV", 'Output to map",

ABCD Schema & "HISPID3"

All output queries worked in:

• Display in Browser (in html table format)
• Output to Data File; HTML, CSV ABCD Schema, HISPID3
• Output to Map

Field

Field	Field
Present	Present
Diff.Title	Title if differs
Prompt	Title if differs
NotesOutput	Notes on output functionality
NotesContent	Notes on content (Consistency)
NotesNo.	Note no.
Comments	Comments: Bill, Rex
Priority	Priority: H,M,L,E
Discussion

Qualifier

Field	Qualifier
Present	y
Diff.Title	Shown under "Scientific Name"
Prompt	Shown under "Scientific Name"
NotesOutput	1a. Add: Add a "Qualifier" column
NotesContent	1b. Fix: When selecting Qualifier option, I am unable to locate any "off. cf forsan" or "near" in output queries. The same number of names are outputted (1177) if yes or no are selected. BILL: do you have an example of uncertain Identifications so we can test this function?
NotesNo.	1a
Comments	Add data column with qualifiers (?changed to "?" value; or could omit Qualifier option). For public output, maybe just a "?" against a "Name questionable" output field is all that is needed.
Priority	H
Discussion

Qualifier

Field	Qualifier
Present	y
Diff.Title	Shown under "Scientific Name"
Prompt	Shown under "Scientific Name"
NotesOutput	1a. Add: Add a "Qualifier" column
NotesContent	1b. Fix: When selecting Qualifier option, I am unable to locate any "off. cf forsan" or "near" in output queries. The same number of names are outputted (1177) if yes or no are selected. BILL: do you have an example of uncertain Identifications so we can test this function?
NotesNo.	1b
Comments	Check if qualifiers and rank qualified uploaded from each herbarium.
Priority	H
Discussion

Rank qualified (gen., species, infraspecies)

Field	Rank qualified (gen., species, infraspecies)
Present	n
Diff.Title
Prompt
NotesOutput	40a. Add: Add a "Infraspecific rank" column
NotesContent	40b. Standardise: Rank, Example: use either subsp. or spp., not both. Both subsp. ssp. are displayed in the search when Hakea leucoptera is entered into genus and species. However, if subsp is entered into the "Infraspecific rank" box, no results are shown. If ssp. Is entered into the "Infraspecific rank" box, then only names with the Infraspecific name" ssp." are shown, no "subsp" names are shown.
NotesNo.	40b
Comments	Check if qualifiers and rank qualified uploaded from each herbarium. For public output, maybe just a "?" against a "Name questionable" output field is all that is needed.
Priority	H
Discussion

Taxon group

Field	Taxon group
Present	n
Diff.Title
Prompt
NotesOutput
NotesContent	Absent. IS this required?
NotesNo.	999
Comments	This relates to Major Group, e.g. Angiospermae, Gymnospermae, Pteridophyta, Bryophyta, Lichenes, Fungi, Rhodophyta, etc.
Priority	H
Discussion

Family

Field	Family
Present	n
Diff.Title
Prompt
NotesOutput	2a. Add: "family" column
NotesContent	2b. Comment: Do Australian Herbaria use uniform family names, Example: Compositae & Asteraceae. Answer - NO: Bill
NotesNo.	2a.
Comments	Ultimately via APC???, rather than from loaded data
Priority	L
Discussion

Family

Field	Family
Present	n
Diff.Title
Prompt
NotesOutput	2a. Add: "family" column
NotesContent	2b. Comment: Do Australian Herbaria use uniform family names, Example: Compositae & Asteraceae. Answer - NO: Bill
NotesNo.	2b
Comments	Ultimately we'll standardise names in APC; link to it would need to be built
Priority	L
Discussion

Taxon name (as string, without authorities)

Field	Taxon name (as string, without authorities)
Present	y
Diff.Title	Under Scientific names
Prompt	Under Scientific names
NotesOutput	3.a Fix / standardise: BRI, HO, MEL and some Perth entries do not have Authorities. The rest do
NotesContent	3b. Fix / Standardise: create taxon string without Authorities. Is string without Authorities required if Name with string, and authorities is used 4. Standardise: Not all names have the authorities.
NotesNo.	3a
Comments	No! Don't need this option as covered by separate gen, sp, etc. outputs
Priority	E
Discussion

Taxon name (as string, without authorities)

Field	Taxon name (as string, without authorities)
Present	y
Diff.Title	Under Scientific names
Prompt	Under Scientific names
NotesOutput	3.a Fix / standardise: BRI, HO, MEL and some Perth entries do not have Authorities. The rest do
NotesContent	3b. Fix / Standardise: create taxon string without Authorities. Is string without Authorities required if Name with string, and authorities is used 4. Standardise: Not all names have the authorities.
NotesNo.	3b
Comments	No! Don't need this option as covered by separate gen, sp, etc. outputs
Priority	E
Discussion

Taxon name (as string, without authorities)

Field	Taxon name (as string, without authorities)
Present	y
Diff.Title	Under Scientific names
Prompt	Under Scientific names
NotesOutput	3.a Fix / standardise: BRI, HO, MEL and some Perth entries do not have Authorities. The rest do
NotesContent	3b. Fix / Standardise: create taxon string without Authorities. Is string without Authorities required if Name with string, and authorities is used 4. Standardise: Not all names have the authorities.
NotesNo.	4
Comments	No! Don't need this option as covered by separate gen, sp, etc. outputs
Priority	E
Discussion

Name (as string, with authorities) Also Names List Option

Field	Name (as string, with authorities) Also Names List Option
Present	y
Diff.Title	Under Scientific names. This is the same as the field "Taxon name (as string, without authorities)"
Prompt	Under Scientific names. This is the same as the field "Taxon name (as string, without authorities)"
NotesOutput	5a. Fix / Standardise: AD, CANB, CBG, DNA NSW and one NSW entry and some Perth entries have Authorities The Perth and NSW entry have the authors names in full, Example: W.R.Barker and the others authorities are abbreviated Example: R.Br..
NotesContent	5b. Standardise: Half of the PERTH entries and the single NSW entry have the authors names in full, Example: W.R.Barker and the others authorities for the other Herbaria are abbreviated Example: R.Br.. 40. Standardise: Rank, Example: use either subsp. or spp., not both. 41 Standardise. Some names have the family included? Please remove!
NotesNo.	5a
Comments	Add output of separate: Genus, Species, Infrasprank, Infrasp epithet fields. Confirm that MoU did not specify. I thought I asked for these to be output early on instead: Bill
Priority	H
Discussion

Name (as string, with authorities) Also Names List Option

Field	Name (as string, with authorities) Also Names List Option
Present	y
Diff.Title	Under Scientific names. This is the same as the field "Taxon name (as string, without authorities)"
Prompt	Under Scientific names. This is the same as the field "Taxon name (as string, without authorities)"
NotesOutput	5a. Fix / Standardise: AD, CANB, CBG, DNA NSW and one NSW entry and some Perth entries have Authorities The Perth and NSW entry have the authors names in full, Example: W.R.Barker and the others authorities are abbreviated Example: R.Br..
NotesContent	5b. Standardise: Half of the PERTH entries and the single NSW entry have the authors names in full, Example: W.R.Barker and the others authorities for the other Herbaria are abbreviated Example: R.Br.. 40. Standardise: Rank, Example: use either subsp. or spp., not both. 41 Standardise. Some names have the family included? Please remove!
NotesNo.	5b
Comments	Don't agree. Chris not across author abbreviations
Priority	E
Discussion

Name (as string, with authorities) Also Names List Option

Field	Name (as string, with authorities) Also Names List Option
Present	y
Diff.Title	Under Scientific names. This is the same as the field "Taxon name (as string, without authorities)"
Prompt	Under Scientific names. This is the same as the field "Taxon name (as string, without authorities)"
NotesOutput	5a. Fix / Standardise: AD, CANB, CBG, DNA NSW and one NSW entry and some Perth entries have Authorities The Perth and NSW entry have the authors names in full, Example: W.R.Barker and the others authorities are abbreviated Example: R.Br..
NotesContent	5b. Standardise: Half of the PERTH entries and the single NSW entry have the authors names in full, Example: W.R.Barker and the others authorities for the other Herbaria are abbreviated Example: R.Br.. 40. Standardise: Rank, Example: use either subsp. or spp., not both. 41 Standardise. Some names have the family included? Please remove!
NotesNo.	40
Comments	Agreed. Code uses subsp.
Priority	H
Discussion

Name (as string, with authorities) Also Names List Option

Field	Name (as string, with authorities) Also Names List Option
Present	y
Diff.Title	Under Scientific names. This is the same as the field "Taxon name (as string, without authorities)"
Prompt	Under Scientific names. This is the same as the field "Taxon name (as string, without authorities)"
NotesOutput	5a. Fix / Standardise: AD, CANB, CBG, DNA NSW and one NSW entry and some Perth entries have Authorities The Perth and NSW entry have the authors names in full, Example: W.R.Barker and the others authorities are abbreviated Example: R.Br..
NotesContent	5b. Standardise: Half of the PERTH entries and the single NSW entry have the authors names in full, Example: W.R.Barker and the others authorities for the other Herbaria are abbreviated Example: R.Br.. 40. Standardise: Rank, Example: use either subsp. or spp., not both. 41 Standardise. Some names have the family included? Please remove!
NotesNo.	41
Comments	Agree. Clean up data at entry stage. But user can tick on Family as a column to output
Priority	H
Discussion

Names LIST

Field	Names LIST
Present	n
Diff.Title
Prompt
NotesOutput	What is "Names LIST"
NotesContent	The ability to input a list of species names for bulk searching.
NotesNo.
Comments	Extra functionality. Approved by CHAH for implementation.
Priority	H
Discussion

Genus

Field	Genus
Present	n
Diff.Title	Under Scientific names
Prompt	Under Scientific names
NotesOutput	6. Add: "Genus column"
NotesContent	6. Add: "Genus column"
NotesNo.	6
Comments	Agreed add genus column to output
Priority	H
Discussion

Species

Field	Species
Present	n
Diff.Title	Under Scientific names
Prompt	Under Scientific names
NotesOutput	7. Add: "Species" column
NotesContent	7. Add: "Species" column
NotesNo.	7
Comments	Agreed add species column to output
Priority	H
Discussion

Rank

Field	Rank
Present	n
Diff.Title	Under Scientific names
Prompt	Under Scientific names
NotesOutput	8. Add: "Rank" column
NotesContent	8. Add: "Rank" column
NotesNo.	8
Comments	Agreed add rank column to output
Priority	H
Discussion

Infra species

Field	Infra species
Present	n
Diff.Title	Under Scientific names
Prompt	Under Scientific names
NotesOutput	9. Add: "Infraspecific epithet" column
NotesContent	9. Add: "Infraspecific epithet" column
NotesNo.	9
Comments	Agreed add infraspecific epithet column to output
Priority	H
Discussion

Collector (Surname, Initials/Given name)

Field	Collector (Surname, Initials/Given name)
Present	y
Diff.Title	Collector's Name(s)
Prompt	Collector's Name(s)
NotesOutput	ok
NotesContent	998
NotesNo.	998
Comments	Highly desirable to match HISPIDx separating initials and surnames in fields
Priority	M
Discussion

Collector field Number

Field	Collector field Number
Present	y
Diff.Title	Collector's Number
Prompt	Collector's Number
NotesOutput	ok
NotesContent	10. Standardise: Some entries have a prefix, some do not. Some entries are blank while others are single letters and some contain the letters s.n.. Explain s.n. to the general public
NotesNo.	10
Comments	HISCOMers: Are all blank entries = "s.n."? Specification/HISPID standard is s.n. for null. Fix as appropriate.
Priority	H
Discussion

Other collectors (Surn. Init; Surn. Init; Surn. Init;)

Field	Other collectors (Surn. Init; Surn. Init; Surn. Init;)
Present	y
Diff.Title	Other Collectors
Prompt	Other Collectors
NotesOutput	ok
NotesContent	ok
NotesNo.	998
Comments	Highly desirable to match HISPIDx separating initials and surnames in fields
Priority	M
Discussion

Herbarium (acronym, e.g. MEL)

Field	Herbarium (acronym, e.g. MEL)
Present	y
Diff.Title	Herbarium Source
Prompt	Herbarium Source
NotesOutput	ok
NotesContent	11. Standardise: herbarium acronym. Are these standards correct? (AD, BRI, CANB, CBG, DNA, HO, MEL, NSW, PERTH)
NotesNo.	11
Comments	Suggest: Herbarium source (record id prefix)
Priority	M
Discussion

Accession Number

Field	Accession Number
Present	y
Diff.Title	Record Suffix
Prompt	Record Suffix
NotesOutput	12. Change: I suggest that the title column name is changes to "Accession No" from "Record Suffix". "Accession No" is easily understood. I had to ask what "Record Suffix" meant!
NotesContent	13. Standardise: Some entries have a prefix, some do not . NOT A PROB: BILL
NotesNo.	12
Comments	Suggest change title to: record id suffix
Priority	M
Discussion

Collection date Also Collection Date Range Option

Field	Collection date Also Collection Date Range Option
Present	y
Diff.Title	Collection Date
Prompt	Collection Date
NotesOutput	ok
NotesContent	Some rows are blank.
NotesNo.
Comments	Blank rows are OK. Suggest s.dat. for herbarium use in restricted access area.
Priority
Discussion

• Year of collection
  • 14: Add column? or is the date sufficient as this includes the year.
  • No need.

Country

Field	Country
Present	y
Diff.Title
Prompt
NotesOutput	ok
NotesContent	15. Standardise: Some rows are in capital letters only, "AUSTRALIA", and some rows are in upper and lower case " "Australia"
NotesNo.
Comments	Modify on data import to "full official country names in mixed case as used in ISO 3166-1" HISPID5
Priority	H
Discussion

State

Field	State
Present	y
Diff.Title	State
Prompt	State
NotesOutput	ok
NotesContent	16. Standardise: use either New South Wales or NSW, Northern Territory or NT etc .
NotesNo.
Comments	Modify on data import to "full name for states, mixed case." HISPID5
Priority	H
Discussion

Nearest Place (Chah Agreed All Herbaria Supply For Textual Locality For Public Access)

Field	Nearest Place (Chah Agreed All Herbaria Supply For Textual Locality For Public Access)
Present	y
Diff.Title	Generalised Locality Information
Prompt	Generalised Locality Information
NotesOutput	ok
NotesContent	17: Standardise: Locality occurs in some rows, others are blank and others say " Nearest locality not available".
NotesNo.
Comments	Modify on data output to deliver - "if no value is available, use the phrase: not available" HISPID5.
Priority	H
Discussion

Decimal Longitude (For Public Last digit of minutes = 0)

Field	Decimal Longitude (For Public Last digit of minutes = 0)
Present	y
Diff.Title	Longitude Decimal
Prompt	Longitude Decimal
NotesOutput	ok
NotesContent	18: Amend: Round decimal number to 10 minutes and output to two decimal places. E.g. 150.00
NotesNo.
Comments	Agreed. (The change to .0, .2, 0.4, etc. done without HISCOM ratification). @ decimal places allows: 0.00, 0.17, 0.33, 0.50, 0.67. ALSO: Add display note that ouput to nearest 10 minutes, AND distribution map presents a 10 minute coloured in grid (cf. Rex has done in EFloraSA development)
Priority	Zsp
SAPAC	Rounding to 0.2 was previously discussed - but maybe not agreed by HISCOM
Discussion

Decimal Latitude For Public Last digit of minutes = 0)

Field	Decimal Latitude For Public Last digit of minutes = 0)
Present	y
Diff.Title	Latitude Decimal
Prompt	Latitude Decimal
NotesOutput	ok
NotesContent	18: Amend: Round decimal number to 10 minutes and output to two decimal places. E.g. -31.16,
NotesNo.
Comments	As above
Priority	Zsp
Discussion

Geocode Precision

Field	Geocode Precision
Present	y
Diff.Title
Prompt
NotesOutput	ok
NotesContent	19. Note: Not all boxes contain data
NotesNo.
Comments	Herbaria agreed to deliver, but we have completely blank for some herbaria. AD has blanks where no geocode (seems reasonable).
Priority
Discussion

Geocode Source

Field	Geocode Source
Present	y
Diff.Title
Prompt
NotesOutput	ok
NotesContent	19. Note: Not all boxes contain data
NotesNo.
Comments	Herbaria agreed to deliver, but we have completely blank for some herbaria. AD has blanks where no geocode (seems reasonable).
Priority
Discussion

Update Date

Field	Update Date
Present	y
Diff.Title	Date Last Edited
Prompt	Date Last Edited
NotesOutput	ok
NotesContent	19. Note: Not all boxes contain data
NotesNo.
Comments
Priority
Discussion

Additional comments by Chris Brodie, at present unchecked

• Format downloaded (amend on these output pages)
  • Comments

• Display in Browser (in html table format), HTML, Output to Map
  • 20. Title of columns should remain static so when the users scrolls down the contents of rows are clear.

• Display in Browser (in html table format)
  • 21. The AVH logo at the top of the page should link back to the main search page.

• Display in Browser (in html table format), HTML, Output to Map
  • "22. Move the text with Hyperlinks for "Home, Simple Query, Logon, Registration, Background, Participants & Copyright" from the bottom of the page to the top of the page. Should the logos move as well?
    "

• Display in Browser (in html table format), HTML,
  • 23. The HTML boxes displaying the data results should only be a certain width with the data wrapping in these boxes and justified left. This does not happen! The data in each box is displayed on a single line that is centralised. Action: Specify box sizes for results page, justify left & wrap data for ease of viewing.

• Display in Browser (in html table format)
  • 24. Create an "up & down" and "left & right" scroll bars for out-putted data in HTML formats so logos, links and column titles remain static at the top of the page

• Format downloaded
  • Comments

• Output to Map
  • 25. "Map Legend : herbaria" should the legend be next to map nearer the top of the page so that users can see what squares represent what herbaria etc. with out having to scroll down. YES it should! Action: move legend

• Output to Map
  • 26. Is the small black and white thumbnail map required in the top left? This is interactive. When thumbnail is clicked on the records from all the herbaria on the map is lost.

• Output to Map
  • 27. Is the tick button "Show By Species" required when only one taxa was inputted in the search boxes? Should this be directly above the tick box "Do Not Separate"?

• Output to Map
  • 28. Top right: It is not clear what the tick buttons, "Show By Precision" means with the legend at the bottom of the page (It took me a few minutes to work out where the legend was and what "Show By Precision" meant). Action: move legend

• Output to Map
  • 29. Top right: It is not clear what "Do Not Separate" means when a search for a single taxon has been executed? Should this be displayed when a single taxon is used?

• Output to Map
  • 30. The title "Click on dot to show specimen information. Click between dots" does not make sense to me. What does Click between dots refer to?

• Output to Map
  • "31. Under the text "Click on dot to show specimen information. Click between dots", on the right hand side of the screen what does the tick button "Pan" mean and do?
    "

• Output to Map
  • "32. The "Redraw Map" button should also be under the "Display Options" and "Click on dot to show specimen information. Click between dots:". Action: add additional buttons
    "

• Output to Map
  • 33. The tick boxes under the "layers" title allows the user to choose all of the functions. However, all these layers cannot be displayed on the map at the same time. Example: When rainfall and temperature are selected, only the rainfall is shown on the map as only one set of colours can be shown at a time. Should a function be built in whereby if rainfall is selected the temperature is de-selected?

• Output to Map
  • 34. Add "return to default settings" button

• Output to Map
  • 35. When a "query dot" on the map was clicked , the colour of the dot indicated that the specimen was from MEL. Indeed, the MEL specimen information was shown, (Record Prefix 642127A). In the same pop-up box the specimen information for an AD specimen was also shown (Record Prefix 97925382). What is going on? This is also happening for 98202276 & 98329054 (both of these are AD specimens). is this a display issue?

• Output to Map
  • 36. The buttons on the right of the screen, "Download As JPEG", "Download As PGN" & "Download As PDF" should be the same width. This maintains a professional look for the web page!

• Output to Map
  • 37. Once the "Zoom Out" or "Zoom In" boxes have been clicked, a number is entered into the" Zoom By" Box. Suggestion: This could be made more user friendly. Maybe attach a drop down box? It is also not clear if this box is to be used for PAN Can a Google earth type interface be used? This Zoom-in /out interface could be made more user friendly. As is now, it is confusing.

• Output to Map
  • 38. Lat/Long Grid: Suggestion: Can the lat/long grid be reduced or expanded when zooming in or out of a map?

• Output to Map
  • 39. On the left hand side of the screen under the "layers" heading, for just the tick boxes relating to herbaria a toggle button for selecting or deselecting all herbaria could be inserted.

• Output to Map
  • 40. Under the Layers heading on the left hand side of the screen: If AD is deselected and the "redraw map" function is clicked, records from AD are not shown. So far so good! However, The colours of the other Herbaria change. It would be good if these colours stayed the same!

• Output to Map
  • 41. The layers buttons should be at the top of the page in the place of the thumbnail map. This is so that options can be easily selected and the map redrawn without having to scroll down and the map appearing to jump about the screen.

• Output to Map
  • 42. The user should be able to see the whole of the Australian map on the screen when it is first presented. To see all of Victoria and Tasmania the user needs to scroll down the screen

• Output to Map
  • 43. Remove Extended query button. Preform new search button does the same thing and is clear to the user. However, the location on the screen needs moving

• Output to Map
  • 44. If in Restricted access add a button "Back to extended Search" to return to extended search screen

• Output to Map
  • Problems printing map. See print outs