# Configuration & Installation **URL:** https://speciforum.org/c/docs/sp6-install-config/49.md?page=1 [Latest](https://speciforum.org/latest.md) · [Categories](https://speciforum.org/categories.md) · [Tags](https://speciforum.org/tags.md) **Page:** 2 --- ## [Webinar: Implementing Specify for the Australian National Research Collections](https://speciforum.org/t/webinar-implementing-specify-for-the-australian-national-research-collections/3371)
**Author:** [@SpecifyMembership](https://speciforum.org/u/SpecifyMembership)\ **Replies:** 0\ **Last updated:** [February 12, 2026, 8:37pm UTC](https://speciforum.org/t/webinar-implementing-specify-for-the-australian-national-research-collections/3371 "2026-02-12T20:37:29Z")
Presented by Dr. Dan Baker, NRCA CMS Data Manager, Commonwealth Scientific and Industrial Research Organisation, as part of the Specify Institutional Implementation Series. In the last few years CSIRO have… --- ## [Webinar: University of Kansas Biodiversity Institute Digital Infrastructure and Specify Setup](https://speciforum.org/t/webinar-university-of-kansas-biodiversity-institute-digital-infrastructure-and-specify-setup/3208)
**Author:** [@SpecifyMembership](https://speciforum.org/u/SpecifyMembership)\ **Replies:** 0\ **Last updated:** [December 23, 2025, 6:51pm UTC](https://speciforum.org/t/webinar-university-of-kansas-biodiversity-institute-digital-infrastructure-and-specify-setup/3208 "2025-12-23T18:51:32Z")
Presented by Andrew Bentley, Ichthyology Collections Manager, University of Kansas Biodiversity Institute, as part of the Specify Institutional Implementation Series. Specify Institutional Setup Implemente… --- ## [Reciprocal linking of Specify records to NCBI/Genbank](https://speciforum.org/t/reciprocal-linking-of-specify-records-to-ncbi-genbank/3369)
**Author:** [@AndyBentley](https://speciforum.org/u/AndyBentley)\ **Replies:** 0\ **Last updated:** [February 12, 2026, 6:28pm UTC](https://speciforum.org/t/reciprocal-linking-of-specify-records-to-ncbi-genbank/3369 "2026-02-12T18:28:35Z")
Because most NCBI/GenBank sequences are submitted by external researchers using specimens from our collections—and because we are not typically included as co-authors on those submissions and therefore cannot correct or … --- ## [Webinar: Supporting Transitions to Specify 7: Insights from our Implementation Journey at the Canadian Forest Service](https://speciforum.org/t/webinar-supporting-transitions-to-specify-7-insights-from-our-implementation-journey-at-the-canadian-forest-service/3330)
**Author:** [@SpecifyMembership](https://speciforum.org/u/SpecifyMembership)\ **Replies:** 0\ **Last updated:** [February 2, 2026, 6:17pm UTC](https://speciforum.org/t/webinar-supporting-transitions-to-specify-7-insights-from-our-implementation-journey-at-the-canadian-forest-service/3330 "2026-02-02T18:17:24Z")
Presented by Kathryn Jastremski (Manager and Science Advisor), supported by Héryk Julien (Data Management Specialist), and Amélie Potvin (Biologist) The Canadian Forest Service (CFS) at Natural Resources C… --- ## [Statistics Page](https://speciforum.org/t/statistics-page/1135)
**Author:** [@bronwyn](https://speciforum.org/u/bronwyn)\ **Replies:** 5\ **Last updated:** [January 28, 2026, 6:13pm UTC](https://speciforum.org/t/statistics-page/1135 "2026-01-28T18:13:46Z")
:open\_book: This guide covers the Statistics page, a dashboard for visualizing data through customizable queries and charts. It covers what the interface looks like, how to give access and permissions, and edit the pag… --- ## [Webinar: Specify Implementation and Planning at the Royal Botanic Garden Edinburgh](https://speciforum.org/t/webinar-specify-implementation-and-planning-at-the-royal-botanic-garden-edinburgh/3282)
**Author:** [@SpecifyMembership](https://speciforum.org/u/SpecifyMembership)\ **Replies:** 2\ **Last updated:** [January 21, 2026, 3:56pm UTC](https://speciforum.org/t/webinar-specify-implementation-and-planning-at-the-royal-botanic-garden-edinburgh/3282 "2026-01-21T15:56:27Z")
Presented by Dr. Elspeth Haston, Deputy Herbarium Curator; Rob Cubey, Plant Records Officer; and Robyn Drinkwater, Digitisation Informatics Coordinator, Royal Botanic Garden Edinburgh, as part of the Specif… --- ## [Configure Database Date Format](https://speciforum.org/t/configure-database-date-format/1109)
**Author:** [@Grant](https://speciforum.org/u/Grant)\ **Replies:** 5\ **Last updated:** [January 14, 2026, 10:14pm UTC](https://speciforum.org/t/configure-database-date-format/1109 "2026-01-14T22:14:23Z")
:open\_book: This guide is about formatting date format in your database using remote preferences. The database date format is determined by the Remote Prefs configuration in your database. This determines how Specify … --- ## [Guided Setup](https://speciforum.org/t/guided-setup/3234)
**Author:** [@bronwyn](https://speciforum.org/u/bronwyn)\ **Replies:** 0\ **Last updated:** [January 8, 2026, 5:39pm UTC](https://speciforum.org/t/guided-setup/3234 "2026-01-08T17:39:56Z")
:book: This guide provides a step-by-step walkthrough on how to setup a new empty Specify database. If you are looking for instructions on how to add divisions, disciplines, or collections to an existing database, you c… --- ## [Collection Object vs Preparation](https://speciforum.org/t/collection-object-vs-preparation/3232)
**Author:** [@lexiclevenger6](https://speciforum.org/u/lexiclevenger6)\ **Replies:** 0\ **Last updated:** [January 7, 2026, 9:53pm UTC](https://speciforum.org/t/collection-object-vs-preparation/3232 "2026-01-07T21:53:36Z")
:open\_book: This guide details the purpose of Collection Objects and Preparations in Specify and provides examples of how different collections use them to accommodate their own specimen management practices. Collecti… --- ## [Bulk Uploading Assets to Specify Cloud via SSH/SFTP](https://speciforum.org/t/bulk-uploading-assets-to-specify-cloud-via-ssh-sftp/3162)
**Author:** [@Grant](https://speciforum.org/u/Grant)\ **Replies:** 0\ **Last updated:** [November 20, 2025, 7:40pm UTC](https://speciforum.org/t/bulk-uploading-assets-to-specify-cloud-via-ssh-sftp/3162 "2025-11-20T19:40:44Z")
:gear: This guide is intended for IT Administrators of institutions migrating their Specify instance to Specify Cloud. Bulk Uploading Assets to Specify Cloud via SSH/SFTP For institutions migrating to Specify Cloud ho… --- ## [Webinar: Database Planning, Structure & Sharing in Specify](https://speciforum.org/t/webinar-database-planning-structure-sharing-in-specify/3154)
**Author:** [@Grant](https://speciforum.org/u/Grant)\ **Replies:** 2\ **Last updated:** [November 20, 2025, 3:17pm UTC](https://speciforum.org/t/webinar-database-planning-structure-sharing-in-specify/3154 "2025-11-20T15:17:50Z")
Presented by Grant Fitzsimmons, Technical Support Manager, Specify Collections Consortium, as part of the Specify Institutional Implementation Series. Topics referenced in this webinar: Normalized vs. Den… --- ## [Deploying the Web Portal With Docker](https://speciforum.org/t/deploying-the-web-portal-with-docker/2967)
**Author:** [@Grant](https://speciforum.org/u/Grant)\ **Replies:** 0\ **Last updated:** [October 2, 2025, 5:12pm UTC](https://speciforum.org/t/deploying-the-web-portal-with-docker/2967 "2025-10-02T17:12:57Z")
Web Portal with Docker On Specify Cloud, we manage our Web Portal instances using a Docker image on EC2. This guide walks through deploying the Web Portal with Docker using the published image specifyconsortium/webportal… --- ## [Single Sign-On (SSO) in Specify](https://speciforum.org/t/single-sign-on-sso-in-specify/537)
**Author:** [@Grant](https://speciforum.org/u/Grant)\ **Replies:** 0\ **Last updated:** [September 18, 2025, 5:00am UTC](https://speciforum.org/t/single-sign-on-sso-in-specify/537 "2025-09-18T05:00:00Z")
:book: This guide provides a step-by-step walkthrough on how to set up SSO in Specify. Specify supports integration with any OpenID Connect–compliant Identity Provider (IdP). Common providers include Google Workspace,… --- ## [How to Change the Catalog Number Format](https://speciforum.org/t/how-to-change-the-catalog-number-format/2847)
**Author:** [@Grant](https://speciforum.org/u/Grant)\ **Replies:** 0\ **Last updated:** [September 8, 2025, 6:52pm UTC](https://speciforum.org/t/how-to-change-the-catalog-number-format/2847 "2025-09-08T18:52:36Z")
:book: This guide walks through how to modify the Catalog Number format for Collection Object records in the current collection. Before beginning, please read Field Formatting and Auto-Numbering and Using Schema Config!… --- ## [Specify Web Portal Examples](https://speciforum.org/t/specify-web-portal-examples/723)
**Author:** [@Grant](https://speciforum.org/u/Grant)\ **Replies:** 2\ **Last updated:** [August 25, 2025, 6:32pm UTC](https://speciforum.org/t/specify-web-portal-examples/723 "2025-08-25T18:32:50Z")
:book: This guide provides a short list containing a handful of our Specify Web Portal users. Specify Web Portal For collections that have are using Specify and wish to publish their data on the internet, the Speci… --- ## [Field Formatting and Auto-Numbering](https://speciforum.org/t/field-formatting-and-auto-numbering/663)
**Author:** [@Grant](https://speciforum.org/u/Grant)\ **Replies:** 0\ **Last updated:** [June 26, 2025, 5:00am UTC](https://speciforum.org/t/field-formatting-and-auto-numbering/663 "2025-06-26T05:00:00Z")
:book: This guide explains what field formatters are, how they work, and how to configure and customize them. It also provides a variety of examples of different types of field formatters and how they are used. Specif… --- ## [Add Fields to a Table's Query Combobox Search](https://speciforum.org/t/add-fields-to-a-tables-query-combobox-search/759)
**Author:** [@Grant](https://speciforum.org/u/Grant)\ **Replies:** 0\ **Last updated:** [September 20, 2022, 1:57am UTC](https://speciforum.org/t/add-fields-to-a-tables-query-combobox-search/759 "2022-09-20T01:57:20Z")
:book: This guide explains how to modify the TypeSearches app resource file to change which fields are being searched within a specific table’s query combobox. \[!Tip\] If you are unfamiliar with App Resources and how… --- ## [How to Edit Collection, Discipline, Division, and Institution Records](https://speciforum.org/t/how-to-edit-collection-discipline-division-and-institution-records/2676)
**Author:** [@bhumikagupta](https://speciforum.org/u/bhumikagupta)\ **Replies:** 0\ **Last updated:** [July 2, 2025, 4:23pm UTC](https://speciforum.org/t/how-to-edit-collection-discipline-division-and-institution-records/2676 "2025-07-02T16:23:32Z")
:book: This guide describes how to edit a Collection, Discipline, Division, or Institution record in Specify. Before beginning, you can learn more about the Institutional Hierarchy When you need to edit the name, cod… --- ## [Automating RSS Feed Updates in Specify 7 with Cron](https://speciforum.org/t/automating-rss-feed-updates-in-specify-7-with-cron/2594)
**Author:** [@Grant](https://speciforum.org/u/Grant)\ **Replies:** 0\ **Last updated:** [June 5, 2025, 5:01am UTC](https://speciforum.org/t/automating-rss-feed-updates-in-specify-7-with-cron/2594 "2025-06-05T05:01:03Z")
:book: This guide describes how to schedule the update\_feed management command inside your Specify 7 Docker container so that the RSS feed is updated automatically. \[!warning\] This must be initially configured in th… --- ## [Export a Record Set to CSV](https://speciforum.org/t/export-a-record-set-to-csv/532)
**Author:** [@Grant](https://speciforum.org/u/Grant)\ **Replies:** 0\ **Last updated:** [July 11, 2022, 4:19pm UTC](https://speciforum.org/t/export-a-record-set-to-csv/532 "2022-07-11T16:19:37Z")
:book: This is a step-by-step guide on how to export a CSV from a record set. If you would like to export a Record Set for compiling projects, special lists, a response to an outside query, or any other purpose, this … --- ## [Data Conversion Process](https://speciforum.org/t/data-conversion-process/2596)
**Author:** [@Grant](https://speciforum.org/u/Grant)\ **Replies:** 0\ **Last updated:** [June 5, 2025, 5:16pm UTC](https://speciforum.org/t/data-conversion-process/2596 "2025-06-05T17:16:07Z")
:book: This guide provides a high-level overview of the data conversion process when migrating from any other data management system to Specify. 1. Export data from existing platform Before Specify can ingest data, it… --- ## [Methods for Managing Tissue Collections in Specify](https://speciforum.org/t/methods-for-managing-tissue-collections-in-specify/662)
**Author:** [@AndyBentley](https://speciforum.org/u/AndyBentley)\ **Replies:** 0\ **Last updated:** [June 9, 2017, 5:00am UTC](https://speciforum.org/t/methods-for-managing-tissue-collections-in-specify/662 "2017-06-09T05:00:00Z")
:book: This guide provides a list of pros and cons for the two main methods for managing tissue collections in Specify. There are two distinct methods to tissue collections in Specify and each has its pr… --- ## [Automatically create a new Preparation, Determination, or Collection Object Attribute upon CO creation](https://speciforum.org/t/automatically-create-a-new-preparation-determination-or-collection-object-attribute-upon-co-creation/1014)
**Author:** [@Grant](https://speciforum.org/u/Grant)\ **Replies:** 7\ **Last updated:** [January 3, 2025, 3:46pm UTC](https://speciforum.org/t/automatically-create-a-new-preparation-determination-or-collection-object-attribute-upon-co-creation/1014 "2025-01-03T15:46:50Z")
:book: This guide explains how to set up the automatic creation of a new Preparation, Determination, or Collection Object Attribute upon the creation of a Collection Object record. Why to autogenerate a Preparation, D… --- ## [Solve '413 Request Entity Too Large' error](https://speciforum.org/t/solve-413-request-entity-too-large-error/1190)
**Author:** [@Grant](https://speciforum.org/u/Grant)\ **Replies:** 5\ **Last updated:** [January 3, 2025, 3:35pm UTC](https://speciforum.org/t/solve-413-request-entity-too-large-error/1190 "2025-01-03T15:35:30Z")
If you are self-hosted, you may run into an issue when attempting to upload a data set to the WorkBench that is larger than your server is configured to handle. This is because many data sets are larger than the default… --- ## [Create a Record Set from a Record Set](https://speciforum.org/t/create-a-record-set-from-a-record-set/533)
**Author:** [@Grant](https://speciforum.org/u/Grant)\ **Replies:** 2\ **Last updated:** [September 18, 2024, 6:22pm UTC](https://speciforum.org/t/create-a-record-set-from-a-record-set/533 "2024-09-18T18:22:12Z")
:book: This guide will show you how to make a Record Set from a subset of items in a Record Set. Step 1: Find the record set you want to make a subset from. In this case, I am going to export the Record Set named kan… --- ## [Add an Item to a Pick List](https://speciforum.org/t/add-an-item-to-a-pick-list/577)
**Author:** [@Grant](https://speciforum.org/u/Grant)\ **Replies:** 6\ **Last updated:** [September 18, 2024, 8:05pm UTC](https://speciforum.org/t/add-an-item-to-a-pick-list/577 "2024-09-18T20:05:19Z")
:book: This guide describes how to add an item to an existing pick list. The steps involved in editing the Preparation Type pick list are different than editing any other pick list. For more information, see the follo… --- ## [Webinar: Advanced Specify Customization in Specify 7](https://speciforum.org/t/webinar-advanced-specify-customization-in-specify-7/1848)
**Author:** [@Grant](https://speciforum.org/u/Grant)\ **Replies:** 0\ **Last updated:** [July 2, 2024, 5:50pm UTC](https://speciforum.org/t/webinar-advanced-specify-customization-in-specify-7/1848 "2024-07-02T17:50:16Z")
This video covers: Table Formats and Aggregation Collection Relationships Object Relationships Host Taxon Panels and Conditional Forms --- ## [Webinar: Hands-On Form Editing in Specify 7](https://speciforum.org/t/webinar-hands-on-form-editing-in-specify-7/1894)
**Author:** [@Grant](https://speciforum.org/u/Grant)\ **Replies:** 0\ **Last updated:** [August 5, 2024, 8:52pm UTC](https://speciforum.org/t/webinar-hands-on-form-editing-in-specify-7/1894 "2024-08-05T20:52:41Z")
\[!info\] This webinar was recorded on July 25, 2024 Morning Session: The areas of focus for this webinar session are: Form Editing and Customization: It covers the basics of form editing and customiz… --- ## [Create a Collection Relationship in Specify 7](https://speciforum.org/t/create-a-collection-relationship-in-specify-7/1837)
**Author:** [@Grant](https://speciforum.org/u/Grant)\ **Replies:** 0\ **Last updated:** [June 25, 2024, 4:42pm UTC](https://speciforum.org/t/create-a-collection-relationship-in-specify-7/1837 "2024-06-25T16:42:14Z")
:book: This guide explains how to create a CollectionRelType form, how to show the plugins on the forms, and how to query using the Collection Relationship. \[!info\] Read This First :bookmark: Collection Relationship… --- ## [Updating Pick List Values](https://speciforum.org/t/updating-pick-list-values/1816)
**Author:** [@Grant](https://speciforum.org/u/Grant)\ **Replies:** 0\ **Last updated:** [June 18, 2024, 2:52pm UTC](https://speciforum.org/t/updating-pick-list-values/1816 "2024-06-18T14:52:08Z")
:book: This guide describes how to update the value for picklist items to keep records in sync. \[!warning\] These instructions will require direct access to the database via SQL. If you are hosted on Specify Cloud, p… [Previous page](https://speciforum.org/c/docs/sp6-install-config/49.md) [Next page](https://speciforum.org/c/docs/sp6-install-config/49.md?page=2)