Clone records by barcode not available

[DerekSikes]

Issue Documentation is http://handbook.arctosdb.org/how_to/How-to-Use-Issues-in-Arctos.html

Describe the bug A clear and concise description of what the bug is.

This tool is needed: https://arctos.database.museum/Bulkloader/cloneWithBarcodes.cfm

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[dustymc]

Not a bug, just a miss in pg migration testing. I have datatables, I can rebuild this, I'll go next task.

Any change requests? I'll have to replace all of the back end, now's a good time to change anything that needs it.

[DerekSikes]

Thanks,

& sorry for miscategorizing it as a bug.

Re: changes - I think it was working pretty well as it was.

The only issue that has caused us problems in the past is that the first record is deleted & although this is stated clearly in the instructions, if a user doesn't understand this & goofs (*as happened in our lab once) the result could be lots of batches of specimen records created with 1 missing specimen record per batch. Here's the details:

1) make or clone a specimen into the bulkloader

2) enter barcodes for THAT specimen in 1, and as many others as you want (eg 109 others)

3) click buttons and magically generate eg 110 records, each with a unique barcode (the first record made in step 1 is deleted)

What happened once in our lab is the lab tech assumed the first record was already made and wouldn't be deleted so for the above example only 109 rather than 110 barcodes were entered. This was done for many batches of specimens. Only later did we discover that 1 record was missing from every batch which had to be re-made, taking lots of time to do.

An alternative would be to have the tool NOT delete the first record, but just make clones for every barcode entered.... I think this would be more intuitive. When we think of cloning we think we have an original and we have clones of the original. We never think we are deleting the original and therefore need to add one extra clone to compensate for the lost original.

-Derek

On Mon, Jan 11, 2021 at 11:53 AM dustymc notifications@github.com wrote:

Not a bug, just a miss in pg migration testing. I have datatables, I can rebuild this, I'll go next task.

Any change requests? I'll have to replace all of the back end, now's a good time to change anything that needs it.

— You are receiving this because you authored the thread. Reply to this email directly, view it on GitHub https://github.com/ArctosDB/arctos/issues/3345#issuecomment-758216469, or unsubscribe https://github.com/notifications/unsubscribe-auth/ACFNUM2EHOTSTQTBT72MWVLSZNQNVANCNFSM4V5575UA .

--

+++++++++++++++++++++++++++++++++++ Derek S. Sikes, Curator of Insects Professor of Entomology University of Alaska Museum University of Alaska Fairbanks 1962 Yukon Drive Fairbanks, AK 99775-6960

dssikes@alaska.edu

phone: 907-474-6278 FAX: 907-474-5469 he/him/his University of Alaska Museum - search 400,276 digitized arthropod records http://arctos.database.museum/uam_ento_all http://www.uaf.edu/museum/collections/ento/ +++++++++++++++++++++++++++++++++++

Interested in Alaskan Entomology? Join the Alaska Entomological Society and / or sign up for the email listserv "Alaska Entomological Network" at http://www.akentsoc.org/contact_us

[dustymc]

Can we greatly simplify this? There's a bunch of complexity, it's not terribly portable, what I think I understand as your use case doesn't warrant it, and it seems that this form gets very little use. How about something like this:

1. enter a barcode from something in the bulkloader, submit
2. very brief summary (eg guid, ID) of that record (or error), place to enter lots more barcodes
3. Summary of the to-be-clones barcodes (or error), 'click to proceed'
4. Does its thing, you're done

Does that meet your needs?

[DerekSikes]

Yes, that sounds right. What complexity is being lost?

One thing the old form had was a red box indicating the record of interest (made in step 1) - otherwise it could be tricky knowing which record to clone when just presented with a list from the bulkloader.

-Derek

On Wed, Jan 13, 2021 at 7:26 AM dustymc notifications@github.com wrote:

Can we greatly simplify this? There's a bunch of complexity, it's not terribly portable, what I think I understand as your use case doesn't warrant it, and it seems that this form gets very little use. How about something like this:

1. enter a barcode from something in the bulkloader, submit
2. very brief summary (eg guid, ID) of that record (or error), place to enter lots more barcodes
3. Summary of the to-be-clones barcodes (or error), 'click to proceed'
4. Does its thing, you're done

Does that meet your needs?

— You are receiving this because you authored the thread. Reply to this email directly, view it on GitHub https://github.com/ArctosDB/arctos/issues/3345#issuecomment-759563196, or unsubscribe https://github.com/notifications/unsubscribe-auth/ACFNUM7CMMTM3UUWZ2N7EN3SZXCUFANCNFSM4V5575UA .

--

+++++++++++++++++++++++++++++++++++ Derek S. Sikes, Curator of Insects Professor of Entomology University of Alaska Museum University of Alaska Fairbanks 1962 Yukon Drive Fairbanks, AK 99775-6960

dssikes@alaska.edu

phone: 907-474-6278 FAX: 907-474-5469 he/him/his University of Alaska Museum - search 400,276 digitized arthropod records http://arctos.database.museum/uam_ento_all http://www.uaf.edu/museum/collections/ento/ +++++++++++++++++++++++++++++++++++

Interested in Alaskan Entomology? Join the Alaska Entomological Society and / or sign up for the email listserv "Alaska Entomological Network" at http://www.akentsoc.org/contact_us

[dustymc]

What complexity is being lost?

The current form tries to pull multiple complete bulkloader records in the edit form, which wasn't too bad with ACF (which had a built-in grid) but in Lucee would require some sort of replication of the external library (datatables) used by browse-and-edit, which isn't very portable. I'm proposing to pull some simple summary that can be shoved into a small static table - you can tell me what you need, or I'll default to something like GUID and taxon_name (and whatever else comes up along the way) if you don't.

That could be made to link to the full bulkloader editor, I just don't want to replicate that code.

red box indicating the record of interest

That will be ALL that's retrieved in what I'm proposing, after you enter the "seed" barcode. Should be a great reduction in "could be tricky."

[dustymc]

This is running in test and will be in the next release.

I added bulkloader.collection_object_id as a search parameter to browse-and-edit in order to make linking back possible. I don't think that broke anything, but that form could use some poking at as well.

[DerekSikes]

Dusty,

Thanks!

Has the operation changed so the original record is not deleted?

In looking at the new form... what does 'Enter a "seed" part_barcode_1 to get started.' mean?

Is that 'seed' barcode supposed to equal the barcode of a record in the bulkloader? I think some extra instructions are called for since I'm probably the user most familiar with this tool and I'm immediately stumped!

-Derek

On Wed, Jan 20, 2021 at 11:22 PM dustymc notifications@github.com wrote:

Closed ArctosDB/arctos#3345 https://github.com/ArctosDB/arctos/issues/3345.

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--

+++++++++++++++++++++++++++++++++++ Derek S. Sikes, Curator of Insects Professor of Entomology University of Alaska Museum University of Alaska Fairbanks 1962 Yukon Drive Fairbanks, AK 99775-6960

dssikes@alaska.edu

phone: 907-474-6278 FAX: 907-474-5469 he/him/his University of Alaska Museum - search 400,276 digitized arthropod records http://arctos.database.museum/uam_ento_all http://www.uaf.edu/museum/collections/ento/ +++++++++++++++++++++++++++++++++++

Interested in Alaskan Entomology? Join the Alaska Entomological Society and / or sign up for the email listserv "Alaska Entomological Network" at http://www.akentsoc.org/contact_us

[dustymc]

Has the operation changed so the original record is not deleted?

Yes.

what does 'Enter a "seed" part_barcode_1 to get started.' mean?

It's a selector - if finds records in table bulkloader (the "seed" which may result in a lot of copies after you click a couple more buttons) by matching values in bulkloader.part_barcode_1.

extra instructions are called for

Yes! Probably two sets of them:

• inline "how to..." and "click that to...", and
• something in the handbook to at least let users know that this form exists and when they might want to use it.

I'll reopen so we can deal with the inline, then this should be transferred to documentation-wiki instead of closed for the second.

Verbiage help on the inline (for now) is greatly appreciated.

[DerekSikes]

maybe change

Enter a "seed" part_barcode_1 to get started

to

Enter a "seed" part_barcode_1 that matches a barcode of a record in the bulkloader to clone.

-Derek

On Thu, Jan 21, 2021 at 8:26 AM dustymc notifications@github.com wrote:

Has the operation changed so the original record is not deleted?

Yes.

what does 'Enter a "seed" part_barcode_1 to get started.' mean?

It's a selector - if finds records in table bulkloader (the "seed" which may result in a lot of copies after you click a couple more buttons) by matching values in bulkloader.part_barcode_1.

extra instructions are called for

Yes! Probably two sets of them:

• inline "how to..." and "click that to...", and
• something in the handbook to at least let users know that this form exists and when they might want to use it.

I'll reopen so we can deal with the inline, then this should be transferred to documentation-wiki instead of closed for the second.

Verbiage help on the inline (for now) is greatly appreciated.

— You are receiving this because you authored the thread. Reply to this email directly, view it on GitHub https://github.com/ArctosDB/arctos/issues/3345#issuecomment-764810591, or unsubscribe https://github.com/notifications/unsubscribe-auth/ACFNUM2W7RGDN6QYVJKKNYTS3BPTHANCNFSM4V5575UA .

--

+++++++++++++++++++++++++++++++++++ Derek S. Sikes, Curator of Insects Professor of Entomology University of Alaska Museum University of Alaska Fairbanks 1962 Yukon Drive Fairbanks, AK 99775-6960

dssikes@alaska.edu

phone: 907-474-6278 FAX: 907-474-5469 he/him/his University of Alaska Museum - search 400,276 digitized arthropod records http://arctos.database.museum/uam_ento_all http://www.uaf.edu/museum/collections/ento/ +++++++++++++++++++++++++++++++++++

Interested in Alaskan Entomology? Join the Alaska Entomological Society and / or sign up for the email listserv "Alaska Entomological Network" at http://www.akentsoc.org/contact_us

[dustymc]

Enter a "seed" part_barcode_1 that matches a barcode of a record in the bulkloader to clone.

Changed.