Forays

This is the main screen of the application, showing lists of forays and specimens that you have recorded.

 

 

 

The left hand side shows a list of all your forays.  This list can be filtered in various ways to make it easier to find a particular foray.

 

On the right hand side are all of the specimens that you have recorded for those forays.  You can filter and search this list to help find a particular specimen.  You can also select specimens and apply actions to them, such as emailing the detailed description and pictures.  The possible actions are described below.

 

You can also add Flags to individual specimens to indicate, for example, that it has a good photograph.  (You are able to define new flags and choose their meaning.)  You can then search for specimens with particular flags.

 

(Note, all of these help pages assume you are using the device in landscape mode.  If you are in portrait mode, the “left hand side” is hidden, and can be accessed as a popover window using the button in the top left.)

 

The following sections contain further details:

 

List of forays

List of specimens

List of specimens – guide to the buttons

 

Actions

 

Flags

 

 

 

List of forays

The list of forays is on the left hand side of the screen.  By default, all forays are shown; however, you can restrict the list using filters, or the search bar.  The right hand side shows only those specimens for the listed forays.

 

For example, to show only forays for a certain period, you would use the filters and enter a date range.  To look for a single foray, it would be easier to type the location name into the search bar.

 

Tap on a foray in this list to reposition the right hand side of the screen to that foray.

 

Note that if you have created a foray but there are no specimens for it, it will not appear in the foray list.  (To add records to it, go to the Add Records tab.)

 

 

There are three buttons at the top of the list of forays.

 

The Filter button brings up a new view which allows you to restrict the forays in the list.

Tap on the from / until buttons to pick a date range.

Tap on a location name to exclude a location from the forays list.  Tap again to re-include it.

The Locations button will bring up the Manage Location screens. Here you can view or amend details of locations and forays.  A foray is a combination of a location and a date.

Tap on a location name to see the foray dates for that location.

Tap edit to amend details or delete a location.

You can also create new locations and forays here.

See Managing locations for more details.

This button will put you into Full screen mode.  This allows further details to be seen, including common name and habitat for the list of specimens.  Full screen mode only makes sense in a landscape orientation – so rotating the device will cancel it.

 

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List of specimens

For all of the forays listed on the left hand side, the right hand side of the screen shows all of the specimens you have recorded, in table form.  This is an example record:

 

 

      the id is a unique identifier that is generated by the app when you add a record

      the name is the scientific name that you have entered for a specimen, or the common name if you have entered only that – to see both, go into Full screen mode (see above)

      the type – Gilled, Cap with pores, Bracket, etc. – is also shown

 

Tapping on a row in the table will generally take you to the specimen detail for that item.  (The specimen detail is shown on the Specimens tab where you can review the attributes you have specified, or you can amend and add to the description of the item.)

 

However, there are certain other zones on the row where the tap will have a different effect. These are as follows:

      

Tapping on the star will select or deselect it.  The gold star indicates that the item is selected, or “starred”. Actions are applied to the starred items.

Tap in this zone to add or remove flags for the specimen.  This will bring up the flags screen where you can choose the appropriate flags. See the Flags section for more detail.

       

Photos button. This icon indicates that there are photos for this specimen.  Tap on the icon to view the photos.

       

Add photos button. If this icon appears instead, it means that there are no photos yet for the specimen.  To add photos, tap on the icon.

       

Details button.  This icon indicates that a detailed description has been entered for the item (or at least that more details beyond just the name have been entered.)  Tapping on it has the same effect as tapping on the rest of the row – it will take you to the detailed description.

 

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List of specimens – guide to the buttons

 

At the top of the list of specimens, there are a number of buttons.  Their functions are explained below:

 

Scroll up to the next foray.  The specimens list may be very long so it is useful to have a way to navigate through it quickly.

Scroll down to the next foray.

This is the actions button. It brings up a list of actions that can be applied to the “starred” specimens.  Tap on the star, next to the specimen name, to select it – a gold star indicates it is selected.

There are a number of different actions which are described below.

Star management button.  This button pops up a simple list of actions to help manage the list of starred items.  The actions are to mark all of the items in the current list with a star; to remove the star from any items; or to invert the selection – that is, starred items become unstarred and vice versa.

 

Tapping on the search button, will bring up the search bar.  From here, you can search for specific items.  You can choose to search just the names, or through all of the notes fields as well.

To cancel the search, either tap the Cancel button on the search bar, or tap the search icon again.

If the search button is highlighted red, then the search bar is active.

 

The filters button provides a different way to select specific records.  It can be used to restrict the specimens list in the following ways:

      just show specimens with photos

      just show specimens which have had a description entered

      just show items with a particular flag or set of flags

If the filter is red, it is operational.

 

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Actions

Actions are applied to those items which have been marked with a gold star.  To mark an item, tap on its star.

 

To avoid unintended consequences, the action will only be applied to starred items which are in the specimens list at the time.  As an example, assume that all of the specimens for a particular foray have been starred. You then use the search bar to look just for Amanitas. This perhaps returns three specimens for that foray.  You then apply an action – for example, delete the starred items.  This deletion will only have applied to the Amanitas because all of the other specimens for that foray are hidden.  If you turn off the search bar, the other starred items will reappear.

 

As a safety check, you will be told how many items will be affected by the action before it is executed – please ensure the number is as expected! If in any doubt, cancel the action and check which items are starred.  (You may need to scroll up and down the screen to see them all.)

 

The actions are described in the table below.

 

Move or copy to a different foray

This is useful if you have inadvertently added a specimen to the wrong foray.

 

The default is to move the records; if you wish to create a copy, tap on Create a copy of records.

 

Then choose the location.  If there is more than one foray for that location, you will then need to select the date.

 

 

Rename

If you wish to keep your specimen names up to date with the latest taxonomic developments, use the Rename action.

For example, to rename Coprinus plicatilis to Parasola plicatilis, first use the search facility to find all the specimens that need renaming. Then star the items, and choose the rename action.  Enter the new name and tap Done.

Delete items

Note that this will also delete any photographs which are associated with the items being deleted.  You will be asked to confirm the deletion as the action cannot be undone.

Add or remove flags

This provides a way to add or remove a flag for multiple specimens at the same time.  See Flags for more details on their usage.

Add note

This allows a note to be added for all of the starred items.  This will be added to the Notes field for the specimen.  If there is already something in the Notes field, the new note will be appended to it.

Show all photos

This allows you to view photos for multiple specimens – all of the starred items – at the same time.

Export text file by email

This action creates a comma-separated text file of details for the starred specimens, which can be sent out by email. This would be useful if you wish to upload details to a central database.

Selecting this action prompts you to choose an export scheme.  The scheme determines which fields will appear in the output.  By default there are two schemes set up, one of which exports all fields.  To amend schemes or create new ones, go to Settings, and choose Export settings.

Create PDF file of details

The PDF file will list all of the details that have been specified for the starred items.  The items are listed in the same order as on screen, with a new page for each item.

Under Settings, you can configure whether to include images in the PDF, and if so at what resolution.

Note that creating a PDF file with many high resolution images may a) take a long time and b) create a file that is too large to be emailed.  A warning is provided for large files, so that you can choose not to email it, if it is too big.

Create PDF list of item names

If you just need a list of names, rather than all of the details, use this action.  For example, if you wish to email a list of finds for a particular foray to other participants, this action is ideal.  In this scenario, restrict the selection to just this foray (use the foray filter on the left hand side of the screen).  Then star all of the items (using the Select all option is most efficient), and then choose this action.  You can amend the email subject and email addresses as required.

 

 

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Flags

Flags provide a flexible way to tag records so that they can be located easily later.  To add a flag to a record, tap on the record’s row, where it says “Tap to add flag”.  This will bring up the list of flags that you can add.  Tap on any flag to add it.  Tap outside the popover to dismiss it.

 

 

 

To create new flags or change existing ones, tap on Manage flags – this is described below.

 

Two flags have already been created – a red one for “Rare finds” and a green one to indicate “Good photo”.  You can delete or change these if you wish.  There are many more potential uses – for example, to flag items to show to someone else, where the determination is uncertain, where you have some further action, which you have sent in to someone, to name but a few.

 

They can also be used to create a selection for future reference.  For example if there are some records that you want to include in a PDF document, create a flag for this purpose and then add it to those records.  Later, you can filter for that flag retrieving just those records.  By starring those records, you can then choose “Create PDF file of details” from the actions menu.

 

 

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Manage flags

The Manage flags screen can be accessed as described above.  You can also access Manage flags through the Settings tab.

 

To create a new flag, select one of the unassigned flags from the list, and enter a description for it.  This flag is now available to be assigned to specimens.  To amend the description of a flag, just tap on the existing description and edit it.

 

 

 

To delete a flag, tap on the Edit button, tap the red circle as shown below, and then select Delete to confirm.  The movement controls (on the right hand side of the row) can be used to reorder the flags.  (This order determines the order they are shown in the specimen list.)

 

 

 

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