5.5#

Note

As of version 5.4.6799, .Net version 4.6.1 or higher is required for all software. As of version 5.5.7138, .Net version 4.7.2 or higher is required for Colectica Portal.

5.5.7473#

January 24, 2020

Colectica Designer#

Added#

Changed#

  • Excel data import: add option to use second row of an Excel data file as variable labels

  • Improve summary statistic calculation from Excel data; since it doesn’t specify the column types, calculate based on DDI representation type

  • Code list editor: Drag and drop for re-ordering items

Fixed#

  • SAS import: read text as UTF-8, so special characters show correctly

  • Only fall back to system language when no languages are configured

  • Dataset view: filter variables by displayed text, not text of active metadata language

  • Data relationship view: show first available text, not text of active metadata language

5.5.7462#

January 15, 2020

Colectica Portal#

Added#

  • Persistent baskets, allowing users to save lists of items

  • http://{item-url}/ddi-set to download a FragmentInstance including all referenced items

    • Item types can be configured to enable or disable this functionality

  • Register page: allow a welcome message to be configured

  • History view: visualize BasedOn references to show item branching

  • Configuration to determine whether concordance views are sorted ascending or descending

  • ForwardedHeadersEnabled setting

Changed#

  • OAI-PMH updates

  • Performance improvements

  • Instrument flowchart: show content from interviewer instruction references in the instrument flowchart

  • Variable page: show question grids and blocks in instrument context; not just questions

  • QuestionGrid and QuestionBlock pages: show Related Variables section

  • Style changes

    • Smaller font sizes for H1 and H2

    • Less vertical spacing between tables

    • Center table cell content vertically

Fixed#

  • Cache PDFs based on full ID plus version number, not just identifier

  • Specify the tab order for login page, so pressing Tab goes to the first input field

  • Maintain all-questions checkbox state after a search

Colectica Questionnaires#

Changed#

  • Include question name in the paper form

Colectica Designer#

Added#

  • Visualize BasedOn references in the History view to show item branching

  • Re-order code lists by code value

  • Context menu item to insert new codes above or below the selected code

Changed#

  • PDF documentation: in frequency tables, group by valid vs missing

  • Instrument editor: reuse Actions

  • Search results: check out multiple items at a time

  • User can choose an active repository to use used for publication, updates, and determining item status

  • Don’t show deprecated items when navigating relationships in Browse Inside

Fixed#

  • Allow decimals to be typed in text boxes bound to numeric values (work around change in .NET 4.5)

  • Navigating from an item back to search results should maintain the search parameters

  • Show AppearsWithin and History for selected search result

  • Show code lists in data dictionary when variable frequency statistics are not available

  • Reordering datasets within a StudyUnit should not remove the dataset

  • Don’t include a blank paragraph at the top of PDF documents

  • Search results: correctly determine whether the NextPage button should be enabled

Colectica Model#

  • Support GenericOutputFormat on CodeDomain

  • Support for managed representations

5.5.7312#

October 12, 2019

Colectica Designer#

Added#

  • Command to apply detailed variable information to a dataset via a metadata input spreadsheet

  • Command to sync concept input sheet with ConceptScheme

  • CodeList command to alphabetize and renumber codes

  • Option to automatically expand multiple audiences in UI, when they are present

Changed#

  • Summary statistic generation no longer loads all data into memory, so large datasets can be handled

  • Improved SAS missing value handling in statistics calculation

  • Allow Calculate Summary Statistics on Series or StudyUnit. Calculate for all PhysicalInstances in set.

  • Calculate frequencies for Code variables, even when they are Text in the data file

Fixed#

  • Include ControlledVocabulary CustomFields in PDF output

  • Read SPSS files where case count was set to -1 (Qualtrics)

Colectica Questionnaires#

Added#

  • Computations

  • Blaise 5 Data Lookup

Changed#

  • In-instrument search: look in condition text, statement text, instructions

  • Drag and drop: only allow dragging cards from a gripper area, not the entire card

  • Toggle in display logic editor to switch between expression builder vs native code

  • Allow reusing StatementItems

  • Save Blaise generation options across sessions

Fixed#

  • Ensure grid previews are redrawn after drag and drop

  • Fix: Text replacement -> Token -> Description isn’t saved when clicking Close

Colectica Portal#

Added#

  • Home page: option to show lists of items, of a specified type, on the home page

  • Support addins that provide custom PDF reports per item type

Changed#

  • Show the Study of a variable in basket PDFs

  • When more than 20 rows in a frequency table, sort by frequency and ellide it and show a Show More button

  • Allow client side sorting of frequency table

  • Instrument page: show PDF tab with embedded PDF viewer when External Instrument is a PDF

  • Side-by-side code comparison

  • Show concordance stats grouped by representation, instead of one giant table

  • Use a DataCollection’s Label as the header when present, instead of “Data Collection”

  • PDF per data extract (when grouped by an id-family), not per full basket

Fixed#

  • Don’t show all version of a Series in the search page facet box

  • Show proper question count on search page facet for the composite all-questions type

  • Remove the space between the number and the percentage signs in stats tables, to avoid unnecessary wrapping

5.5.7138#

Wednesday, May 3rd, 2019

Colectica Questionnaires#

Added#

  • New question types: Choice Grids, Question Grids

  • Blaise generation for Choice Grids, Question Grids

  • Rosters

  • Set the display style for multiple choice questions

  • Re-use code lists for multiple choice questions

  • Other, specify style multiple choice questions

  • Dynamic text with token replacement

  • New item type: Note

  • Comment on items and sequences

  • Enable branching items in the design surface

  • Error report list and additional publication checks

  • Ribbon button to run error checks

  • Search with search results and click to navigate to

  • Drag and drop items in the design surface

Changed#

  • When a repository is configured, default the languages for an instrument to the languages configured on the repository.

  • Edit a question’s label and description.

  • Show multiple response domains from an item in subject selection

  • Add and remove output parameters when extra domains are added/removed

  • Rename aliases from multiple response domains

  • Lookup Blaise fields by out parameter in addition to just by items

  • Better group naming for other please specify groups

  • Pass in methods to CodeList editor to allow updating parameters

  • Show type icon for parameters in Expression editor

  • Update MaterialDesignThemes

  • Codelist editor: Button to add a code, instead of requiring Enter

  • Codelist editor: Make the left side look like a list: gray, with a splitter

  • In details editors, show how many times a question or sequence is re-used

  • PDF spec updates for new question properties, QuestionGrids, Rosters

  • Prompt for confirmation before deleting an item

  • Don’t allow the same sequence as a sibling

  • Update out params on questions and grids on additem when they are missing

  • Updated paper form generation with new question types

  • Allow other specify with multiple select

  • Split Blaise 5 publisher into generate Code / generate Code and build

  • Use name and label for blaise fields for choice and question grids

  • Don’t allow duplicate codes to be entered

  • Allow publishers for Questionnaires to use whatever UI they want

  • Options dialog for Blaise publisher

  • Double click or Enter to navigate to a search result

  • Eliminate blocks where sequences can be combined (nested and within a conditional) using ShouldMinimizeBlocks

  • Generate specific Blaise validation messages with context for error reporting

  • Include EditChecks (Computation) in specification output

  • Update error list when publish is run

  • Show error list when errors are found

  • Double click or Enter on error list to jump to item

Fixed#

  • When a question’s name is changed, reflect the new name on the design surface immediately.

  • In the expression editor, only show a single-line preview

  • Re-run instrument validation checks after closing the Inputs dialog.

  • Show correct Alias for ExpressionSubject

  • Don’t redirect console output when launching InstrumentBuilder.exe

  • Don’t generate a question’s name to be the same name of a field enumeration it uses

  • Make sure design surface height uses full window height, even after changing bottom pane visibility

  • Handle loops with block minimization, respecting skipInParentRules

Colectica Designer#

Added#

  • New ways to find items within a checkout: Search Inside and Browse Inside

  • Synchronize ConceptualVariableGroups (and other group types) with a Concept system

  • French translation

  • CompareWith command, to compare one item to another

  • Designer GUI for AuthorizationSource

  • Bulk ingest command, for importing many data files at once

  • Synchronize ConceptualVariableGroups (and other group types) with a Concept system

Changed#

  • In explore/, use full width of window for concordance table; pop up details in a modal

  • In explore/, show multiple variables from a single dataset if they measure the same Conceptual Variable

  • In the navigator, automatically expand tree children when there is only one child

  • In SPSS import, sort character codes alphabetically

  • Update code lists when updating a dataset description from a data file

  • When importing codes, allow mapping to a category description

  • Calculate frequencies for defined missing values in text variables

  • Editors for TypeOfSequence

  • Button to clear search parameters

  • UI for IsGeographic and IsTemporal

  • Editor for PhysicalStructureScheme and for PhysicalStructure

  • Paging for the SearchInside dialog

  • Treat “.” category label as system missing / NaN

  • Record string mins and maxes when a metadata flag is set

  • Don’t show “NaN” in Designer frequency table

  • Don’t output commas for number with MeasurementUnit == “year”

Fixed#

  • Don’t collapse the navigator tree after making changes to an unmodified item

  • Don’t create null or empty tags on items when the user enters no input

  • Save agency ID when it is changed in the ribbon’s options area

  • SourceCode editor control needs to span both columns

Colectica Portal#

Added#

  • French translation

  • On Variable view, show context within the dataset. Nav links to variables immediately before and after.

  • Include ProcessingEvents and ProcessingInstructions on ResourcePackage page

  • Show ProcessingEvents on the StudyUnit page

  • Show a link to missing values on in a variable’s representation section

  • Documented permissions required for all REST methods

  • Addin for custom PDFs on item pages

  • 4 Portal addin types: versionable reports, ItemList reports, versionable HTTP commands, ItemList HTTP commands

  • Timeline view when all PhysicalInstances have time periods set

  • Show ExternalAids and OtherInterviewerInstructions for QuestionActivity, ActionACtivity, and StatementActivity

Changed#

  • Include RevisionNumber.txt in the deployment directory

  • For category frequencies in PDFs, only show the number of decimals specified by the NumericRepresentation’s Decimals property

  • Only use non-deprecated PhysicalInstances in the ConcordanceViewComponent

  • Sort AppearsWithin items, which are grouped by type, alphabetically

  • Left align “% of valid” and “% of all”, so they are more prominent

  • For explore/data, load VariableGroup directly from PhysicalInstance instead of relationship search

  • ReST API improvements when recieving invalid requests

  • Mark some request model properties as Required in the swagger spec

  • Move things from Portal.Exensibility to main Portal and ViewModel projects

  • In SpssBuilder, assign value labels based on ManagedMissingValues

  • Show NoDataByDefinition and GridAttachment info in Portal

  • Populate RepVar and ConVar for statistics view component

  • Allow explore/ to work for multiple ConceptSchemes

  • On explore page, when no ConceptScheme is configured, show a list of all ConceptSchemes

  • Show variable count on the PhysicalInstance page

  • Nicer link formatting for “Explore dataset” on the PhysicalInstance page

  • On Basket page and for data downloads, organize Variables by IdFamily, configured in appsettings

  • Optionally prepend wave information to variables to make wide datasets

  • Make the SubGroup page match the Group page. Linear information display instead of tabs.

  • Link to PhysicalInstance and Variable pages from the header in the CodeComparison

  • Linear display instead of tabs for PhysicalInstance page

  • Case insensitive matching for code comparison tables

  • Add more variable information to PDFs

Fixed#

  • In PDFs, trim text within table cells to prevent overflow

  • When writing data extracts to CSV and SPSS, write string data correctly.

  • When writing PDFs for baskets, correctly handle multiple variables from different datasets that have the same name.

  • Obey result ordering in search.

  • When indexing multiple data files that do not have a case identifier specified, use a global counter instead of a per-file counter, to avoid merging unrelated cases.

  • For concordance, find column order based on sub-series, not just series

  • Don’t show “(0)” in search facets when not using Elasticsearch

  • Use Repository search, not Elasticsearch, for determining set roots on the Search page

  • When anonymous access is disables, Don’t redirect to login on when calling the openid callback prior to authentication.

  • Ensure that categories are populated on the ManagedMissingValuesRepresentation page

  • Show variable and question lists in explore/ even if elastic is not in use

  • Lineage: don’t show this when there is only one thing in it (self)

  • Correctly set PDF margins

Colectica Repository#

Added#

  • Search within set for PostgreSQL

  • Get collections of comments

Changed#

  • Oracle and PostgreSQL search code paths are now seperated

  • Ship the Config.dist

  • Don’t include deprecated items in latest item counts

  • Add Npgsql to workflow service and installer, with appropriate dependencies

Colectica SDK#

Added#

  • New task based calls for WCF

  • Use MarkDig for markdown

  • Have IOutputBuilder also return byte[]

  • Generation type properties for category

  • 3.2 extensions for Name, Label, and Description on PhysicalStructure

  • Serialization for AttachmentLocation-> DomainSpecificValue (attachmentDomain, Value)

  • read and write for NoDataByDefinition and its CellCoordinatesAsDefined

  • Support audiences in dynamic text serializer

  • DDI 2.5 generation and use of ddiLifecycleUrn attributes

  • Add DDI 2.5 xml schemaset to ddi model validation

  • Add AuthorizationSource to study unit and group

  • Add RecommendedDataType and GenericOutputFormat to response domains

  • Move difference detection from Core to Commands and Model

  • Added list of DublinCore.Identifiers

  • Added ExternalAid and InterviewerInstructionReference to control constructs

Changed#

  • Serialize the CollectionEvent CodeValue properties even if they only have content in the properties that are stored as attributes

  • Only include populated items in item list from DDIReader

  • Update quality standard serialization

  • Audience updates

    • read first text node only when no additional mixed content

    • read mixed content with starting text node

    • read mixed content with starting element

    • fallback to Text xml:lang when audienceLanguage is not set

    • strip xhtml namespaces and prefixes to make imported xhtml text look like html5

    • audience parsing refactoring

  • change DDI version to version 2.5

  • change all DDI 2 elements to ddi:codebook:2_5 namespace

  • Allow SetPopulator to use GetLatestSet

  • More types in accept types on groups/study

Colectica for Excel#

Fixed#

  • Replace backslash character in dataset names for sheet import

  • Skip null tag values when reading tags