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Add support for creating new trees #4833

Open
5 of 6 tasks
Tracked by #4640
grantfitzsimmons opened this issue Apr 24, 2024 · 0 comments
Open
5 of 6 tasks
Tracked by #4640

Add support for creating new trees #4833

grantfitzsimmons opened this issue Apr 24, 2024 · 0 comments
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1 - Request Improvements or extensions to existing behavior 2 - Trees Issues that are related to the tree system and related functionalities. SeparationFrom6
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@grantfitzsimmons
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grantfitzsimmons commented Apr 24, 2024

Components

Basic Tree Creation Process

Version 1

  1. [After multiple tree support is introduced] Next to the dropdown tree type, there is a new "+" icon button.
  2. Click on the "+" button to open a dialog with a list of available default trees.
  3. Select the tree you want and click "Continue".
  4. A form will appear to define the tree name and remarks. Fill out the form and click "Continue".
  5. The available rank names for the selected tree will be displayed in a list with checkboxes. Pick the ranks you want to include in your tree and click "Continue".
  6. A call will be made to the backend to create an empty tree with just the ranks.
  7. The page will then refresh, and the new tree will be in the tree selection menu

Version 2.0
6. You will be prompted with the question: "Pre-load taxonomy?" Select "YES" or "NO".
7. If you select "YES", a call will be made to the backend to create the tree with populated nodes.
8. If you select "NO", a call will be made to the backend to create an empty tree with just the ranks.
9. The page will then refresh, displaying the new tree.

Description

The Storage tree will need to be created upon the creation of the institution.

In Specify 7, there is not yet a mechanism for creating a new discipline, but when one is added it will be important to allow users to create new trees (Taxon, Geography, LithoStrat, and ChronoStrat).

In Specify 6, users have the option to either import taxonomy from one of our source data spreadsheets (mostly sourced from Catalogue of Life) or to populate the tree themselves after creating the discipline.

For Taxon trees, we need to build a utility for users so that they can easily import data sourced from external sites like GBIF, Catalogue of Life, ITIS, WoRMS, etc. when creating a new discipline.

Workflow:

  1. User initiates the creation of a new tree (either automatically when the database is created, when creating a new discipline, or when creating a new tree within a single discipline for Add support for 'Multiple Object Types' #4640)
  2. [Taxon only] User chooses the discipline type to set the default ranks
  3. User configures the tree, indicating which ranks are included, enforced, included in the full name, and what the separator is between each.
    image
  4. [Taxon only] User chooses whether or not they want to use our default tree data for that tree.
  5. The tree is created at the appropriate scope.
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Labels
1 - Request Improvements or extensions to existing behavior 2 - Trees Issues that are related to the tree system and related functionalities. SeparationFrom6
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