-
Couldn't load subscription status.
- Fork 40
Description
Copied from @grantfitzsimmons in #6124:
Ongoing Administrative Management
While the institution is singular, the hierarchy beneath it (Divisions, Disciplines, Collections) is dynamic and expected to evolve. To support this:
- The workflows for creating Divisions, Disciplines, and Collections must be available to Institution Administrators at any time after the initial setup is complete.
- This could be a permission that can be given to users explicitly by Institution Admin users, but it is understandable if this should be only available to Institution Admin. This is up to the lead developer to decide.
- Access to this panel will be restricted to users with appropriate administrative permissions (e.g., users in a designated "System Administrators" group for the institution).
- This ensures that an institution can add new divisions for expanding departments, create new disciplines for new research areas, or establish new collections as their holdings grow, providing flexibility and self-sufficiency.
Configure System Configuration Variables
| Tool/Feature | Description |
|---|---|
| Configure Institution | This opens the Institution record in a data entry dialog. |
| Configure Division | Opens a dialog where the user can choose from one of the divisions in the database. This opens the division record in a data entry dialog. |
| Configure Discipline | Opens a dialog where the user can choose from one of the disciplines in the database. This opens the discipline record in a data entry dialog. |
| Configure Collection | Opens a dialog where the user can choose from one of the collections in the database. This opens the collection record in a data entry dialog. |
| View Institutional Hierarchy | This opens a query that automatically runs the following query: https://discourse.specifysoftware.org/t/query-your-institutional-hierarchy/2589 (just like how stats page runs queries). |
| Create Division | Activates "A. Division Creation" in #2931. |
| Create Discipline | Activates "B. Discipline Creation" in #2931, after the user is prompted to select the division they would like to create the discipline under. |
| Create Collection | Activates "C. Collection Creation" in #2931 after the user selects the discipline they wish to create the collection under. |
| Configure Preparation Types | Customize the list of preparation types for the chosen collection. This opens a dialog will all current "Preparation Types" for the current collection and lets the user add additional types as needed. Deleting "Preparation Types" that are already in use must be forbidden. |
| Configure Catalog Number Format | Select or update the catalog number format associated with a collection object type. Opens the CollectionObjectType form for the current logged in collection in a dialog. |
| Renumber Nodes in Each Tree | Renumber node sequence values across all hierarchical trees (geography, taxonomy, geologic time, storage, tectonic) to ensure valid parent–child order, following Specify 6 conventions. Requires that #2776 is fixed. |
| Configure Embedded vs. Shared Collecting Event | Users chooses a discipline. Once they do, they should be able to enable or disable embedding of collecting events; disable option if existing data is shared. Documentation |
| Configure Embedded vs. Shared Paleo Context | Users chooses a discipline. Once they do, they should be able to enable or disable embedding of paleo context; disable option if existing data is shared. Documentation |
| Configure Paleo Context Scoping (CO, Loc, CE) | The user should choose a discipline and then they can set the scope for paleo contexts to either Collection Object, Locality, or Collecting Event; warn if already linked to multiple tables and tell the user which records are linked at each level. Documentation |
Originally discussed in #5944
Originally posted by grantfitzsimmons April 25, 2024
Is your feature request related to a problem? Please describe.
Specify 6 offers a simple utility to customize information about the collection, discipline, division, and institution such as the name, catalog number format, description, etc.There should be a straightforward way to access these in the user tools menu or in a sort of administrative dashboard for admins.
Describe the solution you'd like
Add some kind of system as seen in Specify 6 for configuring these high-level options:
Describe alternatives you've considered
To make these changes in 7, you need to build a query on these tables (which isn't intuitive and these tables are hidden by default).
