ArctosDB / arctos

Arctos is a museum collections management system
https://arctos.database.museum
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default ID/taxonomy specimensearch #965

Closed dustymc closed 7 years ago

dustymc commented 7 years ago

From @DerekSikes

The most common mistake I find people make when they search Arctos is to put a higher taxon, like a family name, into the 'Identification' field and think they're searching Arctos for all records that belong to that family.

Instead they are actually searching for all records that are identified as that family (but not lower). This leads them to believe we have no specimens identified below family level, then they email me and I have to explain that they need to expand the search box, find the family field and search that.

What about switching the default first-seen search box from 'Identification' to 'Taxon name' because the latter would behave the way most people think such a search term should behave. It seems like a better field if someone had access to only one field to search.

Another solution would be to make the default display of that search box section be expanded (include all search options) so people would have to click 'show fewer options' to change the default - and this way they would by default at least SEE that there are other fields they might try out. Explaining all this to so many different people gets tiring.

I'm up for anything and have no real opinion.

The "taxon name" box is a little slow (#735) and returns what some would likely consider false positives. The taxon name option also doesn't QUITE line up with "identified as that family." When you ID a specimen as Neotoma you are implicitly asserting family=Cricetidae (because http://arctos.database.museum/name/neotoma#Arctos), while searching the "taxon name" for Muridae will find Neotoma (because http://arctos.database.museum/name/neotoma#CatalogueofLife). You'd have to scroll down to the "family" search term (which only considers your preferred classification) to REALLY get "identified as that family."

I'm slightly hesitant to add to the default visible fields because we get a lot of complaints about the form being too complicated, but we got those when it was 6 fields too.

And unrelated but while we're here, can we get rid of anything in the default Identifiers pane?

screen shot 2016-10-27 at 4 58 40 pm
campmlc commented 7 years ago

I strongly agree with Derek about changing the default to Taxon name. Much better for people to pick up a bunch of things, some of which they may not want, than nothing. We need to make it easier to find things in Arctos, and this is a good first step.

On that same topic, GUID should only show up for experienced users. No need for teachers or general public to see that as default.

On Thu, Oct 27, 2016 at 6:01 PM, dustymc notifications@github.com wrote:

From @DerekSikes https://github.com/DerekSikes

The most common mistake I find people make when they search Arctos is to put a higher taxon, like a family name, into the 'Identification' field and think they're searching Arctos for all records that belong to that family.

Instead they are actually searching for all records that are identified as that family (but not lower). This leads them to believe we have no specimens identified below family level, then they email me and I have to explain that they need to expand the search box, find the family field and search that.

What about switching the default first-seen search box from 'Identification' to 'Taxon name' because the latter would behave the way most people think such a search term should behave. It seems like a better field if someone had access to only one field to search.

Another solution would be to make the default display of that search box section be expanded (include all search options) so people would have to click 'show fewer options' to change the default - and this way they would by default at least SEE that there are other fields they might try out. Explaining all this to so many different people gets tiring.

I'm up for anything and have no real opinion.

The "taxon name" box is a little slow (#735 https://github.com/ArctosDB/arctos/issues/735) and returns what some would likely consider false positives. The taxon name option also doesn't QUITE line up with "identified as that family." When you ID a specimen as Neotoma you are implicitly asserting family=Cricetidae (because http://arctos.database.museum/name/neotoma#Arctos), while searching the "taxon name" for Muridae will find Neotoma (because http://arctos.database.museum/name/neotoma#CatalogueofLife). You'd have to scroll down to the "family" search term (which only considers your preferred classification) to REALLY get "identified as that family."

I'm slightly hesitant to add to the default visible fields because we get a lot of complaints about the form being too complicated, but we got those when it was 6 fields too.

And unrelated but while we're here, can we get rid of anything in the default Identifiers pane?

[image: screen shot 2016-10-27 at 4 58 40 pm] https://cloud.githubusercontent.com/assets/5720791/19789690/b5b9f172-9c66-11e6-8494-83eaac0c8362.png

— You are receiving this because you are subscribed to this thread. Reply to this email directly, view it on GitHub https://github.com/ArctosDB/arctos/issues/965, or mute the thread https://github.com/notifications/unsubscribe-auth/AOH0hKT0LF8WCD8APhtwaJebPO5Yc0e5ks5q4TtQgaJpZM4Ki832 .

jtgiermakowski commented 7 years ago

I'm of the similar opinion:

Based on my experience, Taxon Name and Common Name ought to be the default Identification and Taxonomy fields. False positives are good in this instance.

As far as the Identification, GUID is too technical and already 'included' in the "Any Identifier" search box. Use "Collection" "Catalog Number" "Any Identifier"

saludos, Tom

On Thu, Oct 27, 2016 at 6:01 PM, dustymc notifications@github.com wrote:

From @DerekSikes https://github.com/DerekSikes

The most common mistake I find people make when they search Arctos is to put a higher taxon, like a family name, into the 'Identification' field and think they're searching Arctos for all records that belong to that family.

Instead they are actually searching for all records that are identified as that family (but not lower). This leads them to believe we have no specimens identified below family level, then they email me and I have to explain that they need to expand the search box, find the family field and search that.

What about switching the default first-seen search box from 'Identification' to 'Taxon name' because the latter would behave the way most people think such a search term should behave. It seems like a better field if someone had access to only one field to search.

Another solution would be to make the default display of that search box section be expanded (include all search options) so people would have to click 'show fewer options' to change the default - and this way they would by default at least SEE that there are other fields they might try out. Explaining all this to so many different people gets tiring.

I'm up for anything and have no real opinion.

The "taxon name" box is a little slow (#735 https://github.com/ArctosDB/arctos/issues/735) and returns what some would likely consider false positives. The taxon name option also doesn't QUITE line up with "identified as that family." When you ID a specimen as Neotoma you are implicitly asserting family=Cricetidae (because http://arctos.database.museum/name/neotoma#Arctos), while searching the "taxon name" for Muridae will find Neotoma (because http://arctos.database.museum/name/neotoma#CatalogueofLife). You'd have to scroll down to the "family" search term (which only considers your preferred classification) to REALLY get "identified as that family."

I'm slightly hesitant to add to the default visible fields because we get a lot of complaints about the form being too complicated, but we got those when it was 6 fields too.

And unrelated but while we're here, can we get rid of anything in the default Identifiers pane?

[image: screen shot 2016-10-27 at 4 58 40 pm] https://cloud.githubusercontent.com/assets/5720791/19789690/b5b9f172-9c66-11e6-8494-83eaac0c8362.png

— You are receiving this because you are subscribed to this thread. Reply to this email directly, view it on GitHub https://github.com/ArctosDB/arctos/issues/965, or mute the thread https://github.com/notifications/unsubscribe-auth/ACRVrCEhe3ZMkD3R27JLyr8ZFyGpcZ4Fks5q4TtPgaJpZM4Ki832 .

dustymc commented 7 years ago

Add "=term" functionality to taxon name, individual ranked term searches

dustymc commented 7 years ago

previously fixed