November 4, 2024

Simplified accessioning

The lack of sufficient time is one of the most common challenges in maintaining accurate records. That is why we have updated Hortis to make accessioning new plant material faster and simpler than ever. Users can now enjoy a streamlined experience with more pre-filled data and a single-screen accessioning process that drastically cuts down on time.

Released as an “experimental” feature, it’s available for anyone to try—just switch it on and experience the difference. To learn more about enabling experimentation features, visit this support article.

The new accessioning flow will be rolled out to everyone later in November after we have collated feedback from the community. Please let us know what you think.

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October 2, 2024

Location drawing

Designing a comprehensive map of your plants can be time-consuming. Instead of mapping each plant, you can now draw locations that contain multiple materials on your Hortis map. Having mapped locations simplifies finding associated plants without having to plot their exact position.

To get started, navigate to the new locations tab on the map list. This table allows you to search, filter and create locations for easy management.

Once you've selected a location, you’ll find the option to start drawing, as well as view the materials associated with the location.

Improvements

  • Fixed an issue where derived native distribution data was missing from record pages
  • Removed the limit on creating materials with numeric qualifiers
  • Resolved an issue that prevented opening materials with manually assigned accession numbers
  • Featured plant photos now display correctly for public site taxa
  • Creating a location while adding a material no longer submits the entire form
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August 7, 2024

New wild collection fields

New wild collection fields

Additional fields have been added to the accession wild collection section, including collector information, associated taxa, habitat and remarks. Helping you record a more comprehensive picture of an accession’s origins.

Material sex field

Recording a material’s sex is now possible through a selection of predefined options. You can enable the new field from your site settings.

Improvements

  • Fixed an issue where a tag's name could not be changed to different casing
  • Fixed continuously showing notifications when device position permissions were rejected
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July 31, 2024

Context menu

To help streamline your workflow and make data management more efficient, we've introduced a new Context Menu! You can now use right-click to allow you to:

  • Edit records without navigating away from your current view
  • Download records for offline access or sharing
  • Trash Records instantly
  • Copy key data like Scientific Name, Common Name, and Accession Number to your clipboard.
  • If multiple records are selected, you can also perform batch actions via the context menu to support alternative workflows, saving you even more time.

    Improvements

    • Fixed map point hover popovers remaining open
    • Renamed accession scientific name field to taxon
    • Renamed location fields, changing name to description and code to name
    • A material’s location can now be edited while on the map
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    July 11, 2024

    Refreshed records

    We have updated the material, accession, and taxon record pages to enhance usability. These pages now feature a reorganized layout for improved clarity, grouping related data more intuitively. Each section includes relevant actions, making it easier to make changes.

    As you navigate your collection, you will find records are now consistently displayed, with refined navigation that provides context for each page.

    Hierarchy menu

    A new hierarchy menu at the top of each record offers quick navigation between associated records, helping provide an intuitive understanding of their relationships.

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    July 2, 2024

    Creator and Last Editor filters

    Finding staff contributions is now easier with our new "Creator" and "Last Editor" filters. These filters enable you to quickly locate records based on who added or last modified them. Whether you’re collaborating with a large team or tracking changes for audit purposes, you now have a clear overview of your collection’s history and contributions. Simply tap "View" to customise your table to show and hide these new columns.

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    June 10, 2024

    Public sites

    Increase your collection’s reach and impact by sharing your collection online. We’ve created a new user-friendly app for the public. Visitors can explore a site’s collection by browsing taxa or locating plants on the garden’s map. Gardens can also share their website and contact email for visitors to learn more or get in touch. Records are private by default but can be made public with new batch actions, giving users full control over what they share.

    A demo of public sites can be seen here, with further support documentation available here.

    New Public-Facing App

    Map Page:

    • View and search plants on the site’s map. Access individual plant details, including a photo, introduction year, location, taxon info and related plants.

    Browse Page:

    • Search and view the site’s taxa. Access detailed taxon information, including descriptions (Wikipedia/custom), climate, distribution, IUCN Red List status, family, and associated plants.

    Site Details:

    • View site information, including description, location, website, and contact email.

    Hortis In-App Management

    Public Site Settings:

    • Configure site details through a new settings page.
    • View public plants with links to both in-app record and public record.

    Public Plants Table:

    • Perform batch actions to make plants public or private.
    • Filter plants by their public status.

    Material Pages:

    • Toggle plants between public and private.

    Improvements

    • Fixed an issue where the position material confirm button was hidden on mobile.
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    May 16, 2024

    New batch actions!

    Three new batch actions for materials have landed, allowing you to quickly make changes to multiple materials at once. Remember you can access the actions menu at any time by selecting a record.

    • Make observations: Update the observation date and condition
    • Change statuses: Including making materials absent with the date removed
    • Change locations: Move multiple materials to a different location

    Improvements

    • Fixed an issue where tables with life form columns visible failed to load
    • Fixed an issue where a photo’s date captured could not be saved
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    April 25, 2024

    Actions menu

    To help you manage your data with more ease, we have introduced an action menu. After selecting records, you can now perform the following via the actions menu:

    • Trash selected records
    • Download selected records
    • Add tags to selected records
    • Remove tags from selected records

    The actions menu can be opened via the button on desktop and mobile, or using the displayed keyboard shortcut.

    Improvements

    • Download selected records is now available for users
    • Fixed an issue where the observation date could not be set as today
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    February 20, 2024

    Batch delete and Expand Photos

    Batch delete

    • Users are now able to batch delete selected Taxa records from the organisation’s taxa list
    • Users are now able to batch delete selected Accessions and Plant Material records from the collection site list
    • This paves the way for further batch actions requested by the community

    Expand photos

    • Open up a larger photo by clicking thumbnail photos throughout the app
    • Navigate between related photos from the expanded photo
    • Mark as featured, edit and delete photos from the expanded photo

    Improvements

    • Donor/Supplier field is now included within the Plant materials CSV export
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