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User Manual for Taxonomic Editor Version 4

1. EDIT User Manual for Taxonomic Editor Version 2 1 0 71 KE European Distributed ee Institute of Eei Taxonomy 3 Click on the arrow in Nomenclatural Status type field a drop down menu will appear at the right of the field Taxon Alyxia angustifolia sec D E Middleton Revision of Alyxia Part 1 Asia and Malesia Name Alyxia angustifolia Nomenclatural Reference Nomenclatural Status Nomenclatural Status Typ Rule Considered ab Reference Alternative Ambiguous Reference Detail Combination Illegitimate Combination Invalid Confusum Protologues Conserved Type Designations Conserved Prop m 7 Doubtful Name Relationship Illegitimate a gt Hybrid 4 Tonavigate to and select the nomenclatural status you have several options a Use the up and down arrows on the keyboard until the desired nomenclatural status is highlighted and press the return button b Navigate the menu by using the mouse to move the scroll bar to the right of the menu up and down or if your mouse has a wheel you can also use that Click on the desired nomenclatural status c Type the first letter of the name of the nomenclatural status for example V for Valid The Editor will automatically jump to the first entry within the menu with that first letter Repeat pressing the letter until the desired nomenclatural status is highlighted and press the return button The drop down menu will close your selectio
2. EDIT User Manual for Taxonomic Editor Version 2 1 0 11 EE European Distributed e Institute of EJ Taxonomy 2 6 Logging In Every time you open the Taxonomic Editor a log in pop up box will open This feature is not yet fully operational but will be in the next release of the Taxonomic Editor It allows changes to be tracked if there will be multiple users of the underlying CDM data store and you need to track changes There are currently no authorization mechanisms in place and the login is therefore solely for authentication Each user can log in under their own account Alternatively it is possible to bypass the log in by clicking the Cancel button User Login Username Password 0K KE Cancet_ 2 7 Downloading and Installing Updates Periodic updates of the Taxonomic Editor may be released These can be usually be accessed via the Help menu of the Taxonomic Editor however this feature is not available in this version of the Editor Therefore to install updates you should remove your current version of the Editor as described in section Removing the Taxonomic Editor on page 13 and reinstall as described in section 2 1 to 2 6 above 2 8 Enabling Unicode Characters The Taxonomic Editor uses the operating system s default font to display all the fields that store specimen data On a Macintosh the system font is Unicode compliant so there is no problem displaying specimen data that includes symbols
3. EDIT User Manual for Taxonomic Editor Version 2 1 0 39 EE European ee Distributed Institute of EJ Taxonomy ele x ED EDIT Taxonomic Editor General Edit Window Help r Search i J E Bulk Editing Taxon Navigator 3 aon T 7O My Classification E 4 Revision of Alyxia Alyxia T 0 items selected Not logged in 4 2 1 Changing Panel Sizes Each individual panel on the Taxonomic Editor can be resized using the mouse as you point the mouse arrow on the join between two panels a double headed arrow will appear Simply press and hold the left mouse button and move the mouse until the panel is in the desired position and release the left mouse button The entire Taxonomic Editor can also be resized in this way It also has the standard minimise maximise and exit buttons at the top right of the window 4 2 2 Opening and Closing Panels Each individual panel can be minimised maximised using the icons at the top right of the panel or closed using the X icon on the tab bearing the name of each panel C User Manager 22 m Maximise Close Minimise The panels can be reopened using the Show View menu see The Show View Menu on page 38 4 2 3 Customising Views of the Taxonomic Editor If you have been used to earlier versions of the editor you will find the degree of control you have over the layout of the editor has increased significantly In earlier version
4. Choose new parent pop up box will open Select the classification in which you are searching in the drop down menu at the bottom of the box 5 Inthe text box at the top of the box enter a term to search for the parent taxon to which you would like to move the child to As you type the Taxonomic Editor will automatically search for matching taxon names You can also use to search using part of the name or to see all entries A list will appear with matching taxon names ED Choose new parent Use for wildcard or to see all entries Alyxia angustissima Merr amp Quisumb sec D E Middleton Revision of Alyxia Part 1 Asia and Malesia Alyxia arfakensis Kaneh amp Hatus sec D E Middleton Revision of Alyxia Part 1 Asia and Malesia Alyxia sec D E Middleton Revision of Alyxia Part 1 Asia and Malesia Alyxia acuminata sec D E Middleton Revision of Alyxia Part 1 Asia and Malesia 6 Click on the name of the desired parent taxon 7 Click the OK button or press Return on the keyboard Alternatively simply double click the name of the desired parent taxon 8 The location of the selected child taxon will be moved within the Taxonomic Tree and will be saved automatically My Classification 4 Revision of Alyxia 4 Alyxia Alyxia angustissima Merr amp Quisumb IIU I O O EDIT User Manual for Taxonomic Editor Version 2 1 0 87 EE European Distributed e Institu
5. Institute of Taxonomy 2 3 Extracting the Contents of the Compressed Folder Mozilla Firefox If you have downloaded the Taxonomic Editor using Mozilla Firefox when the download is complete a pop up box will open to inform you as shown below 1 Open the folder by double clicking it in the pop up box Downloads EDITor_win32 win32 x86 v3 0_beta_r9625 zip 4 55 9 MB e taxonomy eu Alternatively locate the folder in the destination in which you chose to save it and double click the zip folder 2 Click the Extract All Files button 5 DS OU db FREECOM HDD E EDIT EDITor_win32 win32x86 v3 0_beta 9625 v Search EDITor win32 win32 x86 v3 0_b P omar mataa Jz ii yi Name Type Jii Computer p EDITor File folder g Windows _OS C FREECOM HDD E E EDIT 4 EDITor_win32 win32 x86 v3 0_beta_r9625 do Other T Lenovo_Recovery Q WI z r 1 item F A new pop up box will open for you to choose the destination where the extracted folder will be placed The default destination will be the location of the compressed folder if you wish the extracted folder to be in the same place as the compressed folder there is no need to change the destination 3 Select the folder destination using the Browse button or leave the default destination 4 Ensure Show extracted files when complete is selected and click the Extract
6. taxonomic community data formats and import from Excel The goal of the Taxonomic Editor is to provide a next generation tool that moves beyond the form based data entry of web based tools like the Berlin Model Web Editor It has been designed with specific philosophies giving the user 1 All the benefits of a database without rigid data entry rules A unique feature of the Taxonomic Editor is its parsing capability Parsing is the action of recognising distinct elements within a string This means that data can be entered as free or unstructured text and as you type the parser separates each element of the text string and puts them into the correct data fields within the database This makes data entry easy but also enables manipulation of data as in a standard database The core workflow involves i Entering data as a normal text string in a taxonomic style ii The data is parsed as it is entered iii Reviewing whether the data has been parsed correctly and editing if necessary 2 Ability to enter data in the format required by the user A second defining feature of the Editor is that it has been designed to minimise system intervention so as not to hinder the work flow Rather than enforcing data integrity upon input warnings are given when any rules have been broken When the mouse hovers over data that has been marked as problematic the problem will be explained along with possible corrections however the software w
7. 16 KE European Distributed ee Institute of Taxonomy The Create New Datasource panel will appear 4 Enter a name for the Datasource in the Datasource Name field ED Datasource Dialog Create New Datasource Datasource NameCUser A CUserA gt Finish 5 Click the arrow icon to the right of the Database Type field a drop down menu will appear 6 Click the H2 Database option ED Datasource Dialog Create New Datasource Datasource Name UserA MySQL al H2 Database lt Back Finish The drop down menu will close 7 Click Next ED Datasource Dialog Create New Datasource Datasource Name User A Finish The Enter credentials for embedded H2 database pop up box will open EDIT User Manual for Taxonomic Editor Version 2 1 0 17 E European Distributed e Institute of Taxonomy 8 Enter a Database name for example the name of a user or a taxonomic group 9 Select ICBN or ICZN as appropriate 10 Click Finish Enter credentials for embedded H2 database Authentication Database NameCUser A User Name Password International Code of Botanical Nomenclature ICBN International Code of Zoological Nomenclature ICZN CT Finish JP Cancel Please Note There is no need to input a user name or password Although you can create a user name and password if you wish the enforcement of this function is not
8. Reuse existing Taxon Reuse existing name New Taxon Open in Editor The Choose a classification pop up box will open 3 Enter a search term for the name of the Classification for example the first letter of the name As you type matching taxonomic trees will be shown in the Matching items field below E DIT User Manual for Taxonomic Editor Version 2 1 0 60 European ry Distributed Institute of J Taxonomy Use for wildcard or to see all entries v Input a search term here Matching items Revision of Alyxia As you type matching items will be shown here 4 Click the name of the desired classification from the list in the Matching items field 5 Click OK the pop up box will close and the name of the Classification will be shown in the Classification field he ns Taxon Classification Parent Reuse existing Taxon Reuse existing name New Taxon Open in Editor If appropriate you can now choose a parent to attach the new taxon to in the exact same way 6 Click the Browse button to the right of the Parent field E bD l T User Manual for Taxonomic Editor Version 2 1 0 61 E European Distributed Institute of J Taxonomy Revision of Alyxia Parent Reuse existing Taxon Reuse existing name New Taxon Open in Editor The Select parent taxon pop up box will open 7 Select classification
9. Schum You can continue to add new taxa to any node in the classification in this way in order to build up your taxonomic treatment To create and manage synonyms and other relationships see Managing Taxonomic Relationships on page 80 If you want to open the taxon record to view the parsing status of the information you have input see Parsing Status Feedback on page 65 or add to or edit the record see the following section simply double click the taxon name in the Taxon Navigator panel 5 4 Adding Taxa to your Classification using the General gt New menu As well as the above method you can also access the New Taxon Node box via the General gt New menu on the toolbar However using this method you may need to manually input the classification and the Parent Taxon if any of the taxon that you are inputting If a classification is highlighted in the Taxon Navigator panel this is automatically selected as the classification 1 Click on the General menu in the toolbar gt New gt Taxon EDIT User Manual for Taxonomic Editor Version 2 1 0 59 European Distributed amp Institute of Taxonomy Close Ctrl W Reference Close All Ctri Shift W Name Save Ctrl S Tem Save All Ctrl Shift S Person Specimen Generate PDF Classification H The New Taxon pop up box will open 2 Click the Browse button to the right of the Classification field Ney a EEE Taxon Classification Parent
10. change to an accepted name has to be open in the Taxon Names panel see The Taxon Name Panel on page 24 to learn how to search for and open a taxon record 2 Right click anywhere within the text box of the synonym in the Taxon Names panel a drop down menu will appear 3 Point the mouse arrow over the Change To option a new drop down menu will appear Click the Accepted Name option Ay Borneomyia acanthoph 3 3 PR Details 2 Borneomyia acanthophora Brake 2004 in gt Synonym Genus nov 1 sp 1 2004 sec Brake Irina Milichiidae Zootaxa 627 7 2004 Name Genus nov 1 sp 1 2004 Genus nov 1 sp 1 2004 in Ent scand Cache i Suppl 57 13 2000 New gt Change To X Delete din he ene ga Delete Misapplication Set as Original Combination for Homotypic Group n Swap Synonym With Accepted m l i 5 Save your changes see Saving Synonyms on page 81 oben your changes will appear in the Taxon Navigator panel Borneomyia Brake 2004 Borneomyia acanthophora Brake 2004 eeso OO 7 7 Changing an Accepted Name to a Synonym EDIT User Manual for Taxonomic Editor Version 2 1 0 84 European ry Distributed Institute of Eei Taxonomy 1 The accepted name taxon record that you wish to change to a synonym has to be open in the Taxon Name panel see The Taxon Name Panel on page 24 to learn how to search for and open a taxon record 2 Right click anywhere within the text bo
11. 1 0 9 E European Distributed Institute of Taxonomy L configuration L features i plugins S Taxonomic Editor I Taxonomic Editor Open E Run as administrator Troubleshoot compatibility Scan with Sophos Anti Virus Pin to Taskbar Pin to Start Menu ed 14 07 2010 17 34 Restore previous versions 56 0 KB i _ _ sme gt gt ripped folder Leen Cut Copy Fax reciprent Create shortcut J Mail recipient Delete DVD RW Drive 0 Rename FREECOM HDO E Properties E This will create a shortcut on your desktop that will automatically open the Taxonomic Editor TaxonomicE ditor exe Shortcut You can double click this icon to open the Taxonomic Editor 2 5 Opening the Taxonomic Editor 1 Double click the Taxonomic Editor shortcut on your desktop if you have not created a shortcut it is recommended that you do so A security warning may open this is a standard Windows security warning asking for confirmation that you trust the source of the application 2 If you have received a Security Warning pop up deselect the option Always ask before opening this file this will prevent this pop up box from appearing every time you run the Taxonomic Editor 3 Click the Run button to continue opening the Taxonomic Editor EDIT User Manual for Taxonomic Editor Version 2 1 0 10 EE European Distributed ee Institute of
12. 2 Distributed Institute of J Taxonomy 5 0 Creating and Building your Database This section tells you how to e Understand the hierarchical system of a Taxonomic Editor database e Create and build a new taxonomic treatment database by creating taxonomic trees and adding child taxa 5 1 Note on terms and organisation within the Taxonomic Editor The Taxonomic Editor allows for the input of data in a hierarchical way Databases within the Taxonomic Editor consist of Taxonomic classifications composed of linked child nodes representing the taxa in the classification Classification e g Revision of Alyxia Name of Project programme etc Name of Order Family Genus Child Taxon e g Alyxia i species etc Child Child e g Alyxia marginata A E Taxon Taxon l l l Synonyms can be attached to a e g Alyxia scabrida Child taxon at any level in the hierarchy You can have several classifications within your database with unlimited numbers of taxa in each one Synonyms can be attached to taxa at any level in the classification 5 2 Creating a New Taxonomic Classification with Reference Details When using the Taxonomic Editor for the first time you will need to create a new Classification This will create a root within the Classification panel to which all following taxa records will be anchored You can create a new Classification via the General menu 1 Click the General menu in the Toolbar gt move the
13. E EE ncaa accsae ens 67 eds i E E E E A E E E E A O E 69 EDIT User Manual for Taxonomic Editor Version 2 1 0 IV EE European Distributed 6 Institute of Taxonomy 6 2 2 Uninomial and Specific EDITMCU raisin cinicdcescdcdosvencdsnccwagetpbaroamcdadareavemesumanaaeeleacndinasdeacdaene sacs 70 6 3 Adding the Nomenclatural Status of a Name using the Details Panel cc seeceeeeeeees 71 6 4 Daleng a TRON eee eee ee oem nee eee ee ee ence ee eee ee mere eee 73 6 5 BOIKE OTIDE rrer rinne nE optas passat E EEE EE E A 74 SaL ADOTE EUNE one ir EE E EE 74 Da2 Puik tditne NaC orein pee e EE 74 6 6 SVIE VOU VV OT Kara TE A EAR 77 7 0 Managing Taxonomic Relationships ccccccccssscccsscecsscecenccceesceeececsuceseucesseceeeeceesecesseenenees 80 TA Adding a Heterotypic SYNONYM ccccccsssccceseccesccceeeceeseceenceeeuceseeeeeaseeeeeceseucessaeetsneeeeneeees 80 7 2 Adding a HOMOLYV DIC SYMON VIM echisect sshd eri n a EE E 81 7 3 Saving DV PIO IVINS no vcrstatwanaintascesnchee cnsadenaumiacarannacsennsnsadaesudatacnancsinetaodaroiusamedneseacaagireutenrerenees 81 7 4 ELIE NIN 5 IRONING a N sean E E EE 82 7 5 EV i VON eaa e ancragn neous E EE mane damn I E ri 83 7 6 Changing a Synonym to an Accepted Name cccccssecccsecccesecceneceeneceeeeceseneeseneeeeneesseeeeeenes 84 7 7 Changing an Accepted Name to a SYNONYM ccccssecccsecccesecceneeeeneceeeeceseneeseneeeeneetseeeeaeaes 84 7 8 Moving the Posit
14. Eei Taxonomy Open File Security Warning The publisher could not be verified Are you sure you want to run this software al Name taxeditor GOOD VERSION TaxonomicEditor exe Publisher Unknown Publisher Type Application From C Users Ilbanfield Desktop taxeditor_ GOOD VE gt This file does not have a valid digital signature that venfies its x publisher You should only run software from publishers you trust lt How can decide what software to run 4 The Taxonomic Editor will load and open this may take a minute or two the first time you open the Taxonomic Editor 5 The first time you run the Taxonomic Editor you will be asked to choose a nomenclatural code Select the code you wish to use and click the OK button ED Choose a nomenclatural code Welcome to the EDIT Taxonomic Editor Before proceeding please choose a nomenclatural code This code will be used to create new names and to parse name text International Code of Botanical Nomenclature ICBN International Code of Zoological Nomenclature ICZN If you hit Cancel the International Code of Botanical Nomenclature ICBN will be set as your default nomenclatural code You can change the nomenclatural code at any time in the Preferences menu A pop up box will open confirming your choice of nomenclatural code You can change the nomenclatural code at any time in the Preferences see The Preferences Menu on page 29
15. Sabrosky Desmometopa subg Platophrymia Williston Leptometopa Becker 1903 Madiza Fall New gt Pseudodes a Milichiinae Edit 4 Enigmilichi Move Taxon with child taxa Enigmil Right click Enigmil gt usiphona Nichia Mi Milig Delete Delete Pholeomyi import Export EDIT User Manual for Taxonomic Editor Version 2 1 0 79 European Distributed amp Institute of EJ Taxonomy 7 0 Managing Taxonomic Relationships This section tells you how to Add heterotypic and homotypic synonyms to taxa Save delete and edit synonyms Change a synonym to an accepted name Change the position of taxa within a taxonomic tree 7 1 Adding a Heterotypic Synonym There is a quick and easy way of attaching synonyms to a taxon record 1 Inthe Taxon Navigator panel double click the taxon to which you want to attach a synonym this will open the record in the Taxon Name panel if it is not already open see Activating Taxon Records on page 25 for more information Click in the Taxon Name panel to the right of any text already entered Press Return on the keyboard Another text box will appear in the Taxon Name panel below that of the root taxon accepted name for which you are entering a synonym You will notice the standard taxonomic synonym indicator at the left hand side of the new text box within a green circle a4 Phyllomyzinae 3 aL m Phyllomyzinae If the sy
16. View to open panels that have previously been closed again see Customising the Taxonomic Editor on page 30 gt Preferences for managing preferences see Customising the Taxonomic Editor on page 30 0 Tao a D Genesal ae Window Window Help u Buik Editor td FR z Show View b Detasls Taxon Navi maa Descrpteve Supplemental Meda Abia R Br Taxon Navegator Ahaa acuminate K Schum Polytomous Keys ma sugustdfoks Datasource User Manager Messages Alt Shdft Q L Reporiing Help gt Download Help Manual gt Parser Help Website to access help and support on parsing gt Check for Updates Not yet functional gt Install New Software Software Updates to access any available updated from the EDIT WP5 website Not yet functional EDIT User Manual for Taxonomic Editor Version 2 1 0 23 E European Distributed Institute of iJ Taxonomy gt About Taxonomic Editor to access feature plug in and configuration details gt About the EDIT Platform CO EDIT Taxonomec Editor a e aas lM ee General Edt Window Help FA Download Help Manual PDF Parser Help Website Taxon Navigator Alyxia a Check for Updates install New Software About Taxonomic Editor h xia R Br n About the EDIT Platform Ahaa acumini Alas sugustfolha 3 3 General Behaviours and Navigation 3 3 1 Mouse and Keyboard Functions In all sections of the Editor except the too
17. amp Qusumb Description Element Common Name Change Type Common Name No name provided Thai Tibetan Common Name Tigre Tigrinya References Timne Media Tonga Nyasa Tonga Tonga islands Tsimshian Tsonga Tswana Tumbuka Tupi languages Turkish Turkish Ottoman 1500 1928 Turkmen Tuvalu 3 When the language you want to select is shown in the Language field press return on the keyboard to confirm your selection the drop down menu will close and your selection will be shown in the Language field Oo P n Pes Pa t US Descriptive 3 D c WELOES lt Description Element Common Name Change Type Common Name No name provided Thai Tne a eee Description Taxon description for Alyxia angustifolia Tibetan Common Name Tigre Tigrinya gt References Timne Tonga Nyasa Tonga Tonga Islands Tsimshian Tsonga Tswana Tumbuka Tupi languages Turkish Turkish Ottoman 1500 1928 Turkmen Tuvalu 4 Click in the Common Name field in the Common Name Details box the cursor will appear in the box 5 Type inthe common name of the activated Taxon the text will appear in the Common Name field EDIT User Manual for Taxonomic Editor Version 2 1 0 93 KE European Distributed amp Institute of ea Taxonomy G Descriptive XA 7 me oa DEN Description Element Common Name Description Taxon description for Aly
18. box w 4 Supplemental Data 3 7 o Taxon Alyxia angustissima sec My Classification gt Annotations 4 Annotation TYP technical Annotation Specimen collected in the mid 19th Century taxon not seen since WW 10 0 Adding Media Data to a Taxon Record 10 1 Create an image gallery The taxon must first be activated in the Taxon Name panel The Media Panel must also be open Windows gt Show View gt Media 1 Point the mouse cursor in the Media panel 2 Click on the right hand mouse button and a menu will appear 3 Select New Image Gallery BB Madiza glabra Fall n 1820 53 _ m Madiza glabra Fall n 1820 Oscinides Sveciae 2 20 9 1820 Gymnopa glabra Hypaspistomyia glabra Mallochiella glabra Gymnopa rufitarsis Meigen 1830 Systematische Beschreibung der bekannten europ ischen zweifliigeligen Insekten 6 384 1830 rs Delete Ctrl S Madiza rufitarsis Meigen 1830 Piophila flavitarsis Meigen 1830 Systematische Beschreibung der bekannten europ ischen zweifliigeligen Insekten 6 383 1830 Desmomyza confusa Charles Howard Curran 1934 in Charles Howard Curran The families and genera of North American Diptera ed 2 338 1934 Image gallery for Madiza glabra Fall n 1820 EDIT User Manual for Taxonomic Editor Version 2 1 0 97 EE European ee Distributed Institute of EJ Taxonomy 4 Click on Image gallery to open in details
19. do so by selecting and or deselecting your search criteria using the drop down menu to the right of the Search bar Simply click the arrow icon to reveal the drop down menu and click on the available criteria If the criterion is included in searches there will be a tick icon to its left General Edit Window Help rs Des All criteria will be included in Taxon Navigator 2 o searches BS Brake Inna Mibchadae Names without taxa Diptera Linnaeus 1758 Revision of Ahhaa Common Names General Edit Window Help Des S amp S Only accepted Taxa and Synonyms will _ search iaat mi be included in searches este FA y Te s v Synonyms Brake Irina Milichiidae Names without taxa Diptera Linnaeus 1758 lt Common Names A Revision of Alyxia Tip If your search results do not show any taxa but you know there should be matches within your dataset make sure that the search criteria are selected If they are ALL deselected you searches will be unsuccessful 3 4 3 Navigating between Taxon Records It is possible to open multiple taxon records so that there are several documents open in the Taxon Name panel Each taxon will be opened as a new document each document can be accessed by clicking on the appropriate tab at the top of the free text panel A double arrow icon will displayed at the top right of the panel when there are more taxa open than are currently visible the number refe
20. entering a synonym You will notice the homotypic synonym icon of inside a blue circle ED Phyllomyzinae ED Madizinae 2 a AL u Madizinae 6 Enter the name of the synonym 7 Save the synonym see Saving Synonyms unten 7 3 Saving Synonyms You can save synonym records by either 1 Pressing Control and S together on the keyboard or by EDIT User Manual for Taxonomic Editor Version 2 1 0 81 EE European Distributed amp Institute of Taxonomy 2 Pointing the mouse arrow into the synonym text box and click the right mouse button a drop down menu will open gt click on the Save option Ay Phyllomyzinae 3 gt Ch 2 Det m Phyllomyzinae Nam Borneomyia Na New b rt Right click Change To a X Delete Delete 5 Swap Synonym With Accepted N 7 4 Editing Synonyms A synonym name is parsed in exactly the same way as a root or child taxon However in the Details panel you will see that Synonym Name is seen at the top rather than Accepted Name The details of a synonym name can be expanded and edited in the Details panel in the same was as a child taxon see Editing your Taxa on page 66 ED Aldrichiomyza Hendel 3 Details 53 m Al drichiomyza Hen del 1914 a ee MEE 3 b Synonym Aldrichiella fiendel 1911 sec Brake Irina Milichiidae 73 1914 nom nov Name Aldrichiella Hendel 1911 Aldrichiella Hendel 1911 in Wien ent Ztg 30 Cache 35 1911 nom illeg
21. mouse to the New option a drop down menu will appear gt Click the Classification option EDIT User Manual for Taxonomic Editor Version 2 1 0 47 European Distributed Institute of Taxonomy Close Ctrie W Close All Ctrl Shift W Name Save Ctri S Save All Ctri Shift S Generate PDF so Imoort Alternatively you can access the New gt Classification menu by clicking the right mouse button with the mouse arrow pointing within the Taxon Navigator panel 2 Enter a label for the Classification This could be the name of a project or publication for example As New Entity Uc fer es Classification Create a new Classification Label Revision of Alyxia Reference Reference Detail You may enter reference details if you wish 3 Click the Browse button to the right of the Reference field As New Entity e Classification Create a new Classification Label Revision of Alyxia Reference Reference Detail EDIT User Manual for Taxonomic Editor Version 2 1 0 48 EE European ee Distributed Institute of J Taxonomy A new pop up box entitled Choose a reference will appear The cursor will appear in the search box by default You can search here for a reference that you already have within your database 4 Type in the title of the reference as you type matching references from within your database will be filt
22. panel the taxon record will be activated in the Details panel as shown above 6 Expand the Name menu by clicking the arrow icon to the left of the field label Name 23 gt O Details 3 Pad 6 me Alyxia R Br Title Cache Alyxia Sort by Created When Search Search Cache Alyxia R E Edit Alyxia R Br ICE Nomenclatural Code jc gN yxia acuminata K Schum ICBN Scientific Name Alyxia ia augustifolia Name Cache Aluxia Rank Genus v Genus Alyxia Anamorphic Appended Phrase 7 Click on Edit 8 Edit the taxon name as desired for example EDIT User Manual for Taxonomic Editor Version 2 1 0 76 EE European Distributed ee Institute of amp Taxonomy ir Details 2 e Name Alyxia R Br Cache Rank Genus 9 Click on Edit to finish Name Cache Anamorphic Appended Phos Alyxia R Br Alyxia Nomenclatural Code j pyy Scientific Name Alyxia 10 Click the Save icon in the toolbar the name will automatically be changed in the Taxon Names panel and in the Taxon Navigator Taxon Navigator 53 My Classification Revision of Alyxia Alyxia acuminata K Schum Alyxia augustifolia Name 3 Gy Alyxia R Br Sortby Created When v Pulassarium R Br L Alyxia acuminata K Schum I Title Cache Alyxia Alyxia augustifolia m AT T A 4 2 w dira Net hee a You can now move down the l
23. rectify this by editing the taxon information if necessary in the Details Sheet see Dealing with Parsing Problems unten EDIT User Manual for Taxonomic Editor Version 2 1 0 65 European Distributed Institute of Taxonomy 6 1 2 Orange warning icon Parsing completed but checks are recommended ay Alyxia 3 E Alyxia iis Warning check rank The taxon name will be underlined in orange and there will be an orange warning sign A to the left of the taxon name This indicates that parsing has been successful but that there is an element of uncertainty and you may want to check that the parser has correctly inserted the separate elements of your text string in the correct data fields Hovering over the warning sign will give you details on which element to check In the example above the warning says to check that the Rank status has been accurately determined You have to check this in the Details Panel see Dealing with Parsing Problems unten 6 1 3 Black text only No warning signal A successful parsing action will be apparent from the lack of a warning sign and no underline appearing beneath the name in the Taxon Name panel This indicates that the text string has been separated into its constituent parts with confidence ay Alyxia 2 m Alyxia arfakensis Kaneh amp Hatus oO You may still check the parsing results in the Details Panel if you wish see Dealing with Parsing No warnin
24. search bar at the top and a blank space below which will display the results of your search 3 Click in search box 4 Enter a search term in the search box To find multiple variations for the same name it is best to use a shortened version of the name with the wildcard icon an asterisk The Taxonomic Editor will return all records that match the initial letters you have input but with no restrictions on the following characters see the example below Press Return on the keyboard or click on the Search button to run your search A list of matching records will appear beneath the search bar ae Name 2 5 A Title Cach Alyxia Sort by Created When w Search Alyxia R Br BN lyxia acuminata K Schum ICBN A Alyxia augustifolia EDIT User Manual for Taxonomic Editor Version 2 1 0 KE European Distributed ee Institute of Eei Taxonomy 75 You will also find that the Details Panel will display information regarding each entry in the search results when you double click its name within the list Name 23 Title Cache Alyxia b Nomenclatural Status da Alyxia a mrata K Schum ICEN gt Protologues da Alyxia augustifolia gt Type Designations cs gt Name Relationship da In order to now change the genus name of all the taxa displayed in the Taxon Names panel click through the list and edit the name in the Details panel to the right 5 Click on a taxon from the list in the Taxon Name
25. side of the box to select or deselect all of the options in the list 4 Click the Apply button gt click the OK button to finish The Preferences pop up box will close and you will be returned to Taxonomic Editor ED Preferences jefe ee type filter text Distribution Status mS SS Choose which distribution states should be shown Install Update Taxonomic Editor A cultivated oggie Toggle D Bulk Editor endemic for the relevant area Description introduced Distribution Status gt introduced adventitious casual Features Extension Types ss z introduced cultivated amed Area Type i introduced doubtfully introduced perhaps cultivated only Preservation Method i introduced formerly introduced Stage introduced naturalized Language introduced presence questionable Marker Types introduced uncertain degree of naturalisation Matching invasive Taxonomic native native doubtfully native native formerly native native presence questionable naturalised 7 Restore Defaults Cancel 4 1 2 Adding New Options to Drop Down Menus For some data fields in a Taxonomic Database there are so many possible options that it is impractical to add all of them by default Therefore there may be occasions where you wish to be able to apply a value to a data field but do not have an option to do so within the drop down list for that data field or there is no data field to accommo
26. such as 9 and 4 On some mainly older Windows systems this is unfortunately not the case To ensure that all data will be visible on your system you may need to install a Unicode compliant font on your Window s system If you are experiencing this problem it can be resolved quite easily e Right click on your Desktop e Click Properties in the drop down menu gt Click the Appearance tab gt Click the Advanced option A new pop up box will open e Click the Item drop down menu and select Message Box e Click the Font drop down menu and select Arial Unicode MS The Unicode characters should now appear in the Taxonomic Editor EDIT User Manual for Taxonomic Editor Version 2 1 0 12 EE European Distributed ee Institute of Taxonomy If you select a windows and buttons setting other than Windows Classic it will override the following settings except in some older programs Item Keeses ID Fon Size Color maes Dy MM Qo cance a If the Arial Unicode MS font is not shown as an option in the Font drop down menu and you are using Microsoft Office 2000 or later you can obtain the font from your Microsoft Office CD 5 6 7 2 9 Insert the Office CD and do a Custom Install Choose Add or Remove Features Click the next to Office Tools gt International Support gt the Universal Font icon gt Arial Unicode MS font Foll
27. the Manual Most of the manual has been produced whilst running the Taxonomic Editor on Microsoft Vista and Windows 7 If you have a different operating system your screen may have a slightly different appearance to the screen shots in the manual however the actual work flows should not be affected Where the work flows may differ these have been detailed separately however the manual has not yet been completed for use on Apple Mac systems This version of the manual for the Taxonomic Editor has been designed to provide an overview of the design philosophies and capabilities of the Taxonomic Editor It is not intended to be exhaustive but will allow you to make a basic taxonomic treatment Within the work flow descriptions that follow the symbol gt indicates a progression from one step in a work flow to the next Screen shots relate to the steps in the work flow given above the screen shot not below Red arrows given in screen shots from one window menu box to another indicates that the second will appear after carrying out the action in the first EDIT User Manual for Taxonomic Editor Version 2 1 0 2 E European Distributed ee Institute of Taxonomy 2 0 Setting up the Taxonomic Editor This section tells you how to Download and install the Taxonomic Editor for the first time Create a desktop shortcut Install updates of previously installed features Search for and install new features Remove the Taxonomi
28. the features you would like to include in your taxon descriptions for example common name distribution and ecology gt Named Area Type for example natural area gt Preservation method not yet functional gt Stage not yet functional EDIT User Manual for Taxonomic Editor Version 2 1 0 30 EE European Distributed Institute of Taxonomy gt Extension types the types for the section extensions in the supplemental data view for example abbreviation order gt Language languages available for common name field gt Marker types the types for the section extensions in the supplemental data view for example complete to be checked gt Matching Experimental feature not yet fully functional gt Taxonomic Name Relationships Type for example misspelling for basionym for gt Name Type Designation Status for example monotypy present designation gt Nomenclatural Code ICBN or ICZN gt Nomenclatural Status Type for example invalid conserved gt Ranks for example cultivar tribe gt Specimen Type Designation Status for example epitype holotype yy lt gt Taxon Relationship Type for example overlaps excludes To amend the options that are shown in the drop down boxes in the above data fields open the Preferences pop up box Toolbar gt Windo
29. 0 User Manual for Taxonomic Editor Version 2 1 0 _ 101
30. 6 1 Parsing Status Feedback Parsing is the automatic separation of taxa data into its constituents parts which is then stored separately in the database Editing your taxa records may therefore involve checking and editing the parsing behaviour The results of parsing your data will be displayed in the Details Sheet The Taxonomic Editor will display the parsing status of a record when it is open in the Taxon Name panel If the taxon record you would like to check is not open you can navigate and activate the record as described in The Taxon Name Panel on page 24 The parsing status is shown in the form of warning icons to the left of the taxon name and lines beneath the taxon name in the Taxon Name panel Hovering over a warning icon with the mouse arrow will reveal a more detailed messages the messages shown below are examples The colours of the icons are also indications of the type of warning There are three possible parsing states 6 1 1 Red warning icon Parsing has been unsuccessful a markers ot this ine Error name or authorship not parsable or name reference separation not possible Warning This name may only be edited in the details view a preys ye go rer re oy py pe ry ne a aA E The taxon name will be underlined in red and there will be the red warning sign EJ to the left of the taxon name This warning sign indicates that the parser has not been able to separate the text string into its constituent parts You can
31. Compressed Zipped Folder Enter name of file to save to xs ee wey ms gt RBGEUser Downloads gt Filename EDITor_win32 win32 x86 v3 0_beta_r9625 Save as type Compressed zipped Folder Browse Folders Save As details box a Music 9 EDITor_win32 win32 x86 v3 0_beta_r10998 choose a location and Pictures BE Videos name for the folder me ace choose a new name or Computer Windows7_0s C keep the default and FY Lenovo_Recoven i Save hi Network Save as type Comprester a Hide Folders EDIT eee ler User Manual for Taxonomic Editor Version 2 1 0 5 Distributed Institute of EJ Taxonomy Tip If you are using Mozilla Firefox and you do not see a pop up box as shown above your internet options may not be set up to ask for confirmation on where to save files that you download The folder will automatically be saved to your desktop If you wish to change this setting see the Troubleshooting instructions at the end of this section 8 Click the Save button a download progress bar will appear The download may take a few minutes 29 of 1 file Downloads 5 EDITTor_win32 win32 x86 v3 0_beta_r9625 zip 4 e 0 10 minutes remaining 16 3 of 55 9 MB 88 0 kB sec S Clear List Search P You now have to extract the contents of the compressed folder the exact method will depend on whethe
32. EDIT EE aie Distributed k Institute of Ea 4 Taxonomy User Manual for Taxonomic Editor Version 4 Part of the EDIT Platform for Cybertaxonomy Work Package 5 Tools Sharing Networking and Integration http dev e taxonomy eu trac wiki TaxonomicEditor 17 January 2011 This manual was produced by the Royal Botanic Garden Edinburgh on behalf of the European Distributed Institute of Taxonomy This is the fourth draft of the manual for the Taxonomic Editor and was based on Versions beta r11130 and beta r11243 it covers the basic functions of the Taxonomic Editor given in previous drafts with some additional functions Updated versions of both the Taxonomic Editor and the user manual will be released via the EDIT WP5 website http dev e taxonomy eu trac wiki Royal Botanic Garden Edinburgh EDIT User Manual for Taxonomic Editor Version 2 1 0 ll EE European Distributed Institute of Taxonomy Contents 1 0 Introduction to the Taxonomic Editor ceecccccsssscecceeseececseeceeceauecccesseuceeeesueeeesseusecessaueees 1 1 1 About the Manal ccccccccssssccccssssecceeaeeeeeeeseeeeeeesseeeeeeeseeeeeeeeeeeeeeeseeesceesaueeseeesaaeeeeeeaeeeeeeeas 2 2 0 Sere UP the TRONO MICE O roiie dovaseeedoeeeoeeeetades 3 2 1 Downloading the Taxonomic Editor cccccesccccsscceescecsceceuceeescceececueceseuceseneeseneeeeeeeeeaes 3 2 2 Extracting the Contents of the Compressed Folder In
33. EDIT User Manual for Taxonomic Editor Version 2 1 0 70 KE European Distributed e Institute of Eei Taxonomy If these fields are incorrect they can be edited simply 1 Click in the relevant field the field will become highlighted Property Value Accepted Name Parsing Status parsed UUID b3f8949d c08c 486a 9f60 08266bb97e Nomenclatural Cod ICZN Rank Species Name Cache Desmometopa nudigena Sabrosky 19 Editable Cache Desmometopa nudigena Sabrosky 19 Uninomial Desmometopa pecific Epithet nudigena Authorship 3 Appended Phras 2 Make the correction 3 Save the record see Saving your Work on page 77 6 3 Adding the Nomenclatural Status of a Name using the Details Panel The Details panel can be used to assign a status to a taxon name for example illegitimate invalid valid If the taxon you want to edit is not yet open you can activate it by double clicking the taxon record in the Taxon Navigator see The Taxon Name Panel on page 224 for further details 1 Expand the Nomenclatural Status menu by clicking the arrow icon to the left of the field label 2 Click on the symbol in the Nomenclatural Status box a4 Alyxia angustifolia 23 etails e y gt Taxon Alyxia angustifolia sec D E Middleton Revision of Alyxia Part m Alyxia angustifolia P gt Nomenclatural Reference omenciatural Status No nomenclatural status yet f Protologues gt Type Designations b Name Relationship
34. G0 Alyxia R Br 52 Zu m Alyxia R Br 3 4 1 Activating Taxon Records in the Taxon Name Panel Any taxon listed in the Taxon Navigator panel can be opened in the Taxon Name panel by double clicking it in the Taxon Navigator panel This is the equivalent of opening a word processing file within the database The taxon record will be opened in the Taxon Name panel headed by a tab titled with the taxon name Double click here and the taxon opens here in a new tab T Taxon Navigator 53 Brake Irina Milichiidae Diptera Linnaeus 1758 Milichiidae Sharp 1899 188 1903 gga Hypaspistomyia Hendel 1907 in Wien ent Ztg 26 240 Desmometon Loew 1866 Leptometopa Becker 1903 1907 Madiza Fall n 1810 NPE Prodesmometopa Hendel 1914 in Supplta ent 3 97 1914 Milichiinae Cnemoplegas Enderlein 1927 in Stettin ent Ztg 88 108 new genus 1927 new genus new genus nr Litometopa Desmometopina Charles Howard Curran 1930 in Bull Am Phyllomyzinae Mus nat Hist 61 1931 81 1930 Dicraeoptera Duda in Lindner Die Fliegen der palaearktischen Region 6 1 34 1932 1933 Rhynchomadiza Enderlein 1934 in Sber Ges naturf LEanannda Rawl BEREDEN A BLL Me EDIT User Manual for Taxonomic Editor Version 2 1 0 25 KE European ee Distributed Institute of Eei Taxonomy 3 4 2 Searching for a Taxon Record If you want to open a taxon record in the Taxon Name pa
35. Madiza glabra Fall n 1820 empty media lt 7 caf59c6 ccad 432e a259 6760b894f157 gt Add title artist and description as required This will automatically be updated in the Media window Then click on symbol to expand Media Representation menu Image ma ga Title Artist Description F Media Representation Mime Type Suffix Media Representation Part No media representation parts yet Enter the type of image file in the Mime type field Click on the symbol to expand Media Representation Part menu EDIT EE European Distributed e Institute of Eei Taxonomy User Manual for Taxonomic Editor Version 2 1 0 99 E a h XTN A v Image ma ga Title ma ga Artist ie gt Description a Media Representation Mime Type jpeg Suffix Media Representation Part URI tj Size a Height 0 Width 0 Meta Data Key Value 10 Enter the URI of where the image is to be found in the URI field The size height and width fields will be automatically filled The image will be visible beneath this EDIT User Manual for Taxonomic Editor Version 2 1 0 100 European Distributed amp Institute of J Taxonomy EDIT EE European Distributed e Institute of Eei Taxonomy Media Representation Part URI Size Height Width http milichiidae info sites milichiidae info files images ma gajpg 33 KB 251 23
36. Nomenclatural Code ICZN v Scientific Aldrichiella Name Cache Aldrichiella Rank Genus Genus Aldrichiella Breed Publication Year 1911 Orig Publication Year Appended Phrase EDIT User Manual for Taxonomic Editor Version 2 1 0 82 KE European Distributed ee Institute of Eei Taxonomy 7 5 Deleting a Synonym 1 The accepted name to which the synonym you wish to delete has to be open in the Taxon Name panel see The Taxon Name Panel on page 24 to learn how to search for and open a taxon record 2 When the record is open point the mouse arrow into the text box of the synonym you want to delete within the Taxon Name panel 3 Click the right mouse button a drop down menu will appear Click the delete option Ay Aldrichiomyza Hendel 3 O 2 Details e Aldrichiomyza Hendel 1914 in Ent Mitt 3 Ee ee eee ee 73 1914 nom nov v Name Aldrichiella Hendel 1911 6 Aldrichiella Hendel 1911 in Wien ent Ztg 30 Cache 35 1911 nom illeg Right click New si Change To gt Set as Original Combination for Homotypic Group Swap Synonym With Accepted yee oe ee eee EDIT User Manual for Taxonomic Editor Version 2 1 0 83 KE European Distributed e Institute of Eei Taxonomy 5 Save your changes see Saving your Work on page 77 7 6 Changing a Synonym to an Accepted Name 1 The accepted name taxon record which has the synonym attached to it that you wish to
37. al Code that is different to the preferred Nomenclatural Code that you selected when installing the Taxonomic Editor you will receive a warning ED Nomenclatural Code Change The Datasource that was just loaded has a different nomenclatural code than the one stored in Preferences The nomenclatural code was changed in the application 4 Click OK the warning will close and the Nomenclatural Code will be changed to match that of the Datasource EDIT User Manual for Taxonomic Editor Version 2 1 0 19 EE European Distributed e Institute of EJ Taxonomy 3 0 Getting to Know the Taxonomic Editor This section will teach you about e The different parts or panels of the Taxonomic Editor e The menus their contents and functions Standard commands and functions 3 1 Parts of the Taxonomic Editor This section gives a brief overview of the main sections of the Taxonomic Editor and some of the terminology you will need to be familiar with The first time you open the Taxonomic Editor you will see it is divided into three columns with a tool bar 1 running across the top Data entry and data navigation panels and tabs can be arranged as you wish within the workspace The figure below shows the default panel and tabs layout for the taxonomic perspective See section 4 2 3 Customising Views of the Taxonomic Editor page 40 for an explanation of perspectives Left hand column Taxon Navigator panel 2 Middle
38. alery for Alyxia acuminata K Schum Taxon Description does not contain structured data Described Specimen Description Sources gt Scope 2 Drag panel to new location The grey box shows where the panel will be moved to It is best to experiment with moving panels around the interface in order to get the hang of this behaviour In the examples below the details panel is moved in front of the descriptive panel to form a new column alongside the taxon name tabs and beneath the descriptive panel Details panel is moved to to create a new alongside the Descriptive panel The file icon ia shows that the details panel will be stacked behind any panels which are located here already EDIT EE European ee Distributed Institute of EJ Taxonomy ay EDIT Taxonomic Editor i L sei OS L m h5 k General Edit Window Help Alyas TR Details 3 gt Taxon Alyxia sec D E Middleton Revision of Alyxia Part L Asia and Malesia gt Name Alyxia gt Nomenclatural Reference gt Nomenclatural Status gt Protologues gt Type Designations gt Name Relationship gt Hybrid gt Taxon Alyxia sec D E Middleton Revisiont gt Name Alyxia gt Nomenclatural Reference E Descriptive Z Details User Manual for Taxonomic Editor Version 2 1 0 44 m E Bulk Eaiting paco My Classification Revision of Alyda Aly
39. as gt Taxon Alyxia sec D E Middleton Revisiqht Malesia Details panel is moved to form a new column alongside the Taxon Name panel NB this will now need to be resized Taxon Navigat 53 ES to display the text 2E Bouc My Classification The black arrow icon Revision of Ai Apis shows that the details panel will form a new column rather than stacking behind the existing panels in the space gy m My Classification Revision of Alyxia Alyxia Details panel is moved to form a new column alongside the Taxon Name Details 52 _ gt Taxon Alyxia sec D E Middleton Revision oi E DIT User Manual for Taxonomic Editor Version 2 1 0 45 EE European amp 2 Distributed Institute of J Taxonomy Panels can also be detached from the workspace This can be done in two ways 1 Drag the grey outline of the panel out of the workspace the release the button 2 Right click on the tab at the top of the panel and select detached form the drop down menu Restore Move Size Maximi Close To reattach the panel again right click in heading tab and unselect detached tick box Ae EDIT T xonom General Edit r3 My Classifid Revision of Alia EDIT S66 Eran User Manual for Taxonomic Editor Version 2 1 0 46 amp
40. button EDIT User Manual for Taxonomic Editor Version 2 1 0 8 European Distributed ee Institute of Eei Taxonomy Ns i Extract Compressed Zipped Folders Select a Destination and Extract Files Files will be extracted to this folder E EDIT EDTT or_win32 win32 x86 v3 0_beta_r9625 Browse v Show extracted files when complete CE J Cancel _ The contents of the compressed folder will be extracted this may take a few minutes You should now create a desktop shortcut for the Taxonomic Editor see Creating a Desktop Shortcut Windows only on page 9 2 4 Creating a Desktop Shortcut Windows only It is recommended that you create a desktop shortcut to the file location of the TaxonomicEditor exe file as soon as you have downloaded and installed the Taxonomic Editor You will then be able to open the Taxonomic Editor using the shortcut instead of having to navigate to the exe file location These instructions apply only to Windows systems 1 Locate and open the extracted Taxonomic Editor folder in the destination in which you chose to extract the folder if you selected the Show extracted files when complete option when extracting the folder it will automatically open 2 Right click the TaxonomicEditor exe file a drop down menu will appear 3 Click the Send To option Click the Desktop create shortcut option EDIT User Manual for Taxonomic Editor Version 2
41. c Editor Ensure that Unicode characters such as 9 and 6 are visible 2 1 Downloading the Taxonomic Editor The Taxonomic Editor as well as other EDIT Cyberplatform components can be downloaded via the Cybergate at http dev e taxonomy eu platform There are no additional system features required for the Taxonomic Editor to work Click EDIT Desktop Taxonomic Editor within the Cybergate A description of the Taxonomic Editor and further options will appear to the right of the Cybergate 2 Click Download in the section on the right EDIT Platform Cybergate Mozilla Firefox File Edit wiew History Bookmarks Tools Help e A A http fwpS e taxonomy eu platform B Most Visited Getting Started Latest Headlines x AVG Q v E Search x4 Page Status a Cybergate EDIT Desktop Taxonomic Editor The EDIT Desktop Taxonomic Editor can be used to edit a wide array of taxonomic data including synonymy lists taxonomic trees references and descriptive data It uses an on the fly parser to put free text into structured fields without forcing you to worry about thy kthe data model OY omepa Developer EDIT E A sii Taxonomic Editon o e 2 P O w 5 A o s ewll dew BDTracker ExpertsDB 5 10 Support You will be taken to the Taxonomic Editor Download Site EDIT ee 6 Live User Manual for Taxonomic Editor Version 2 1 0 3 Di
42. cker 1903 EDIT User Manual for Taxonomic Editor Version 2 1 0 29 European Distributed e Institute of Eei Taxonomy 4 0 Customising the Taxonomic Editor This section tells you how to customise the Taxonomic Editor to suit your own needs You can Pick and choose which options will appear in drop down boxes Create new options data fields for several parts of the database such as taxon descriptions Choose which panels of the Taxonomic Editor are displayed where they appear in the editor and the size of each panel 4 1 The Preferences Menu a EDIT Taxonomic Editor General Edit Window Help ee lt Bulk Editor gt Searc ox Sho Vi View gt Taxon Navi Preferences Toolbar gt Window gt Preferences 4 1 1 Show Hide Options of Drop Down Menus Some taxonomic and descriptive elements of the Properties Sheet have numerous options as is the nature of taxonomy for example there are 19 options to describe the Distribution Status of a taxon You may find that you only need to use a sub set of these options From the Preferences menu you can show or hide the options in certain drop down boxes this will reduce navigation time required to find your desired option Options can be amended for the following fields Taxonomic Editor gt Bulk Editor gt Description gt Distribution Status for example introduced cultivated introduced naturalised gt Features
43. column Taxon name panel 3 Descriptive panel 4 and Media panel 5 Right hand column Descriptive Panel 6 and Supplemental Data panel 7 aX EDIT Taxonomic Editor tn General Edit Window Help Es ze Taxon Navigator 3 gt O Details 3 My Classification A Supplemental Data 23 Creating initial classification completed Not logged in The different parts of the Taxonomic Editor are outlined below To view those which are not shown in the default view see section 4 2 The Show View Menu page 41 EDIT YY er User Manual for Taxonomic Editor Version 2 1 0 20 2 Distributed Institute of J Taxonomy A The Toolbar 1 contains a search bar to search within your data set and the Menus see 3 2 The Menus below for a list of menus available and their functions B The Taxon Navigator panel 2 provides a hierarchical representation of the relationships between the taxa within your dataset C The Taxon Name panel 3 This panel contains a tab for each open taxon Information entered here will be parsed directly and displayed in the taxon details panel D Taxon Data Panels There are four different taxon data panels where data types can be selected and added for Descriptive 4 Supplemental 6 Media 5 and Polytomous keys not shown not yet functional When an item in a pane associated with one of these tabs is selected the data associated with the selection will be
44. d using the Preferences menu see Show Hide Options of Drop Down Menus on page 30 8 2 Opening the Descriptive Panel for a Taxon The Descriptive Panel can be viewed via the windows menu Windows gt Show View gt Descriptive A taxon has to be included in the Taxon Navigator panel and has to be activated within the Taxon Names panel before descriptive data can be added to that taxon EDIT User Manual for Taxonomic Editor Version 2 1 0 88 E European Distributed Institute of Taxonomy 8 3 Adding a Description Tree to a Taxon The taxon must first be activated in the Taxon Name panel The Description Panel must also be open Windows gt Show View gt Descriptive 1 Point the mouse cursor in the Description panel box 2 Click on the right hand mouse button and a menu will appear 3 Select New Descriptive Data ED Alyxia angustissima m w Alyxia angustissima Merr amp Quisumb New Descriptive Data Right click mouse in Delete Delete Descriptive panel W Save CtrleS A Expand All Collapse All An entry will appear in the Descriptive panel and the Description Details box will open in the Details panel Description Taxon description for Alyxia angustissima Merr amp Quisumb EDIT User Manual for Taxonomic Editor Version 2 1 0 EE European Distributed e Institute of Eei Taxonomy 89 2 Details 52 _ g Description Taxon descri
45. date the information you wish to enter To allow for this some fields allow for new options to be added gt Description You can add a new data field to the Descriptive panel gt Features the features you would like to include in your taxon descriptions for example common name distribution and ecology gt Named Area Type you can add a new data option to the Named Area Type field drop down box found in the Details sheet gt Extension Types You can add a new data option to the Extension Type field drop down EDIT E European Distributed Institute of ea Taxonomy box found in the Supplemental Data panel User Manual for Taxonomic Editor Version 2 1 0 32 gt Marker Types You can add a new data option to the Marker Type field drop down box found in the Supplemental Data panel 1 Open the Preferences pop up box Toolbar gt Window menu gt Preferences option 2 Navigate to the element you wish to change by expanding the Taxonomic Editor gt Description menu found in the Taxonomic Editor menu type filter text General Install Update axonomic Editor Bulk Editor Description Distribution Status b Features Named Area Type Preservation Method Stage Extension Types Language Marker Types gt Matching _ Taxonomic 3 Click on the data field you would like to add to from the menu on the left hand side of the pop up The existing opti
46. displayed and can be edited in the details panel 6 E The Details Panel 6 The contents displayed in this panel will vary depending upon the selections in the other panels When a taxon is currently selected this panel displays the parsed taxon details When an element in a Taxon data panel is selected then the details of the selected item are displayed here When the bulk editor is activated the edit controls for the bulk editor will also be displayed in this panel F Management Panels There are 4 database management panels none of which open in the default view The Datasource panel shows which datasource or database the Taxonomic Editor is currently connected to You can connect or delete connections to different datasources or create a new datasource The User Manager panel will be used to view edit create or delete user accounts in order to track changes to your data for example Created By and Updated By it is not yet operational Messages experimental feature not yet fully functional Reporting experimental feature not yet fully functional For more information on customising the layout of the editor refer to section 4 of this manual EDIT User Manual for Taxonomic Editor Version 2 1 0 21 E European Distributed ee Institute of Taxonomy 3 2 The Menus a D EDIT European Distributed ee Institute of Eei Taxonomy J EDIT Taxonomic Editor nnn General Edi
47. e 0 1 0 3cm long glabrous or pubescent Climbers Branchlets weakly angled sparsely lanticellate sparsely Tip You can also cut and paste text from a word document or another database where you store taxonomic information Simply highlight the text you want to copy from the original document press Ctrl on your keyboard and then C whilst still holding the Ctrl button Release both buttons You have just copied the text Now click in the box of the Taxonomic Editor where you would like to paste the text and press Ctrl and then V whilst still holding the Ctrl button The text will be pasted 3 Save the changes by clicking on the Save icon ED EDIT Taxonomic Editor E General Edit Window Help O Taxon Navigator 23 AS My Classification 9 0 Adding Supplemental Data to a Taxon Record The Supplemental data panel is accessed in the same way as the descriptive panel Windows gt Show View gt Supplemental 9 1 Types of Supplemental Data The Supplemental data panel allows you to attach supplemental data to each taxon within your classification The following types of data can be included EDIT User Manual for Taxonomic Editor Version 2 1 0 95 EE European Distributed amp Institute of Eei Taxonomy ar 2 tol plemen ja axonDescription Taxon description for Alyxia angustissima Merr Quisumb gt Annotations gt Marker gt Credits gt Extensions gt Rig
48. eceeeceeeceeeecceeceeueeeeceeuseeeeeeceeeeeeeeseeeeeees 10 1 Create animage gallery sssrssrsssirsciisssisssernssrssssossioniuns irene ton iris rennen NANEN aE N EEKEREN ENEN eens EDIT European Distributed ee Institute of Eei Taxonomy User Manual for Taxonomic Editor Version 2 1 0 vi 1 0 Introduction to the Taxonomic Editor The Taxonomic Editor has been developed as part of the EDIT Cyberplatform for Taxonomy a collection of tools and services which together cover all aspects of the taxonomic workflow EDIT is a collection of 28 leading European North American and Russian institutions formed in the response to a call of the European Commission issued in 2004 for a network in Taxonomy for Biodiversity and Ecosystem Research Development of the Taxonomic Editor is part of EDIT Work Package 5 Internet Platform for Cybertaxonomy Tools Sharing Networking and Integration The tools are all open access free do not require licenses and are downloadable from the EDIT website Data stored in the Taxonomic Editor will be linked to other applications of the Cyberplatform via the Common Data Model CDM Library where the data is stored So for example your Taxonomic Editor dataset can be easily published online using the EDIT DataPortal application that can extract your data from the CDM No data transformation is required by you The Editor also supports importing and exporting to and from arange of databases
49. ered and shown in the Matching items box beneath the search box ee Use for wildcard or to see all entries Matching items C r hebd S anc Acad Sci Paris Calif Vector Views California vector views Can Ent Can J Zool Canadian Entomologist Canadian Journal of Research D Canadian Journal of Zoology Canzoneri amp Gorodkov amp Krivosheina amp Munari amp Nartshuk amp Papp amp S ss Diptera Opomyzoidea Caribbean Journal of Science Carles Tolra amp Baez Carnidae in Carles Tolra Catalogo de los Diptera de Espana Portugal y Andorra Carles Tolra amp Baez Milichiidae in Carles Tolra Catalogo de los Diptera de Espana Portugal y Andor ie Dipters in Barrientos El patrimoni biologic del Montseny Cataleas de flor 2 1995 Carle 4 T j Click here to create a new reference C r hebd S anc Acad Sci Paris If you are creating a new database or do not have the required reference already input you can choose to create a new reference by clicking the text at the bottom of the Choose a reference box ED Choose a reference Use for wildcard or to see all entries Matching items EDIT User Manual for Taxonomic Editor Version 2 1 0 49 European amp 2 Distributed Institute of J Taxonomy 5 The Create reference pop up box will appear ED New Entity Reference Title Author In Reference Edito
50. esssssssssseressseressseressssreesssreossrrrrsssreresssrresserresserreessereessereesseeeesseeee 38 ALL CAEDE ere La aE reiii a A 40 4 2 2 Opening and Closing Panel s cccccsseccsseccesecccescccenecceneceeseceeeeeeeeeseeceeecesenseseneeeeneeees 40 4 2 3 Customising Views of the Taxonomic ECItOF c ccceccccsssceccseceeescceeeseceeeececeneceeaeeeeees 40 5 0 Creating and Building your Database ccescccssccccsseccsecenceeaeeeeseeeeaeeceseucesenceseueeeeneceeeeeenens 47 5 1 Note on terms and organisation within the Taxonomic Editor ccccceecceeeeeeseeeeeeeeeees 47 5 2 Creating a New Taxonomic Classification with Reference Details cccccesesceeesseeeeeeeees 47 5 3 Adding Taxa to your Taxonomic Tree the quick Way sssssssesessserseessressrrsersseesserssreereresees 58 5 4 Adding Taxa to your Classification using the General gt New MeNU sssssssrsssressrrerrrrerreerens 59 6 0 E CHENEY O TK r EE ES 65 6 1 Paene S AU F E EADIE aena En EE EEEE A ETEN 65 6 1 1 Red warning icon Parsing has been unsuccessful csesccccesececeeeceeeeneceeaeeceeeuneeeeeens 65 6 1 2 Orange warning icon Parsing completed but checks are recommended 0000008 66 61 3 Blacktextoniy No warning signal sseasnsissnenurnene a 66 6 1 4 A Successfully Parsed Taxon Record c ccsscccssecceesscecsesecccenececsseceeeeceeeenceeseuecetseeceesens 66 6 2 Dealing WIth Parsing ProDIENIS senireostriiirieniri or
51. ference Reference Reference Cache D E Middleton Revision of Alyxia Part 1 Asia and Malesia Edit eee Title Revision of Alyxia Part 1 Asia and Malesia Author D E Middleton A ee Publisher ISSN Date Published gt Date Details URI Reference Abstract i User Manual for Taxonomic Editor Version 2 1 0 55 24 Complete the rest of the free text boxes Depending on the reference type there may be other fields which need to be filled from the database The process will be the same as outlined above 25 Select Finish Reference Reference Cache D E Middleton Revision of Alyxia Part 1 Asia and Malesia Edit Title Revision of Alyxia Part 1 Asia and Malesia Author D E Middleton Place Published Publisher ISSN Date Publishea 2000 gt gt Date Details URI Reference Abstract 26 Select OK in Choose a Reference pop up box Cee Use for wildcard or to see all entries Revision of Alyxia Part 1 Asia and Malesia D E Middleton Revision of Alyxia Part 1 Asia and Malesia D E Middleton Click here to create a new reference Revision of Alyxia Part 1 Asia and Malesia D E Middleton SED 27 Click finish in New Classification pop up J D T User Manual for Taxonomic Editor Version 2 1 0 E European Distributed Institute of iJ Taxonomy 56 Classification Crea
52. ference Cache Title Revision of Alyxia Part 1 Asia and Malesiz Author Place Published Publisher ISSN Date Published gt Date Details Reference Abstract 11 The choose team pop up box will appear The cursor will appear in the search box by default You can search for an author or team of authors that you already have within your database 12 Type in the name of the Author as you type matching authors from within your database will be filtered down and shown in the matching items box beneath the search box EDIT User Manual for Taxonomic Editor Version 2 1 0 51 European Distributed amp Institute of Eei Taxonomy Michener Mih lyi Mik Minelli amp Ruffo amp La Posta Mitra amp Sharma amp Parui Click link to create a new Team If you are creating a new database or do not have the required author already input you can choose to create a new author by clicking on the text at the bottom of the Choose Team box Use for wildcard or to see all entries Matching items Click link to create a nefa Team 13 The New Entity pop up box will appear Title Si empty team Team Members No persons yet E D i T User Manual for Taxonomic Editor Version 2 1 0 52 E European Distributed Institute of iJ Taxonomy 14 Click on the sign to add team member A person field will then appea
53. from drop down at the bottom of the box 8 Enter a search term for the name of the parent taxon for example the first letter of the name As you type matching taxa from your selected Taxonomic Tree will be shown in the Matching items field below A meem O O o Use for wildcard or to see all entries Input a search term e h a pe Matching items As you ty pe Alyxia angustissima Merr amp Quisumb sec D E Middleton Revision of Alyxia Part 1 Asia and Malesia matchin g items will Alyxia arfakensis Kaneh amp Hatus sec D E Middleton Revision of Alyxia Part 1 Asia and Malesia ia sec D E Middleton Revision of Alyxia Part 1 Asia and Malesia be shown here 9 Click the name of the desired parent taxon from the list in the Matching items field 10 Click OK the pop up box will close and the name of the parent taxon will be shown in the Parent field EDIT User Manual for Taxonomic Editor Version 2 1 0 62 EE European Distributed amp Institute of J Taxonomy Classification Revision of Alyxia Parent Reuse existing Taxon Reuse existing name New Taxon Open in Editor 10 Click in the New Taxon field 11 Enter the name of the taxon including authorship if you wish 12 Click the Finish button or press the Return button on the keyboard Classification Revision of Alyxia Parent Alyxia sec D E Middleton Revision of Alyxia Part 1 Asia and Malesia Re
54. g difficulties viewing the entire Descriptions panel you can use the arrows which appear at the top bottom left and right of the panel to resize it see Changing Panel Sizes page 39 1 Click inthe Language field in the Common Name Details box the field will be highlighted and a drop down menu will appear SB Descriptive 3 mo 6 2 Details 3 h Description Bement Common A Description Taxon description for Alyda angustifolia Common Name No name provided No language provided Abkhaz Common Name Achinese Acoli gt References Adangme gt Media MTTS Aayan ar Afnhili Afrikaans Afro Asiatic Other Asmu Akan Akkadian Albanian Aleut Algonquian languages Altaic Other Amharic D D Angika Apache languages EDIT User Manual for Taxonomic Editor Version 2 1 0 92 European Distributed amp Institute of amp Taxonomy 2 Enter the first digit of the name of the language The first language name that begins with that letter will be shown Continue to enter the first digit of the name until the language you wish to select is shown in the highlighted box For example to input the language of the common name as Thai after clicking and highlighting the Language field press T on the keyboard Repeat the pressing until the name Thai in shown the Language field BD Descriptive x me Description Taxon description for Alyxia angustissima Merr
55. g signal Problems unten 6 1 4 A Successfully Parsed Taxon Record A successfully parsed taxon record is given in the following example You should note there is no warn symbol in the Taxon Name panel and the Uninomial Specific Epithet and Authorship of the new taxon shown in the Name Cache menu have been parsed to the correct locations 366 Eau User Manual for Taxonomic Editor Version 2 1 0 66 Distributed Institute of Taxonomy ay Alyxia 52 O CA Details 3 a yxia a a AR YC k an arfakensis Kaneh Hatus sec D E Middleton Revision of Alyxia Part 1 Asia Name Alyxia arfakensis Kaneh Hatus Cache Alyxia arfakensis Kaneh amp Hatus Edit Nomenclatural Code jr ppy Scientific Name Alyxia arfakensis Name Cache Alyxia arfakensis Edit Species a Alyxia Specific Epithet arfakensis AnamorpF Appended Phrase y Authorship Kaneh Hatus Authorship Cache Kaneh amp Hatus Edit Author Kaneh amp Hatus i Ex Author E fi Basionym Author i Ex Basionym Author ii re 3 Datasource 2S A A 6 2 Dealing with Parsing Problems If you have received a warning sign after entering a new taxon see Parsing Status Feedback oben or would like to check the parsing results you will need to check these data fields in the Details Panel This panel is an editable display of the data fields that are contained within the database A tax
56. he Compressed Folder Internet Explorer Locate the compressed Taxonomic Editor folder in the destination in which you saved it Right click the folder Click the Extract Files option EXU Extract to TaxonomicEditor Version2 0 Preview3 Scan with Sophos Anti Virus Open With Adobe Drive CS4 Send To A new pop up box will open for you to choose the destination where the extracted folder will be placed The default destination will be the location of the compressed folder if you wish the extracted folder to be in the same place as the compressed folder there is no need to change the destination 4 Select the destination and click the OK button The folder will be extracted this may take a few minutes Extraction path and options General Advanced Destination path will be created if does not exist C Documents and Settings Sogotra Desktop Update mode Extract and replace files Extract and update files Fresh existing files only Overwrite mode Ask before overwrite Overwrite without prompt Skip existing files Rename automatically taxeditor_GOOD VERSION world Miscellaneous C Keep broken files _ Display files in Explorer You should now create a Desktop shortcut for the Taxonomic Editor see Creating a Desktop Shortcut Windows only on page 9 EDIT User Manual for Taxonomic Editor Version 2 1 0 7 EE European Distributed e
57. hts gt Sources Created 2011 1 15 15 28 by Updated by The format of the types of descriptive data varies for some the data is input as free text but for others data must be chosen from options given in drop down menus Please Note The options given to you in the drop down menus can be customised using the Preferences menu see Show Hide Options of Drop Down Menus on page 30 9 2 Adding annotations to Taxon Record The following is an example of how to use the supplemental data panel The taxon must first be activated in the Taxon Name panel The Supplemental data Panel must also be open Windows gt Show View gt Supplemental 1 Expand Annotations box using the arrow to the left of the data box name 2 Add new annotation by clicking on the symbol on the right of the box A Supplemental Data E2 axon Alyxia angustissima Merr Quisumb sec D E Middleton Revision of Alyxia Part 1 Asia and Malesia ay Alyxia angustissima Wie RQ Owicumbh gt Alyxia angustissima Merr amp Quisumb Annotations No annotations yet gt Marker gt Credits gt Extensions gt Rights b Sources Created 2011 1 15 14 59 by Updated by EDIT User Manual for Taxonomic Editor Version 2 1 0 96 EE European Distributed e Institute of Eei Taxonomy 3 Select annotation type from the drop down box editorial or technical 4 Enter annotation to freetext
58. iate The following description is the quickest way to add a new taxon to your tree Point the mouse arrow at the Classification or the intended parent taxon of your new taxon As you hover over the entries in the Taxon Navigator panel they will become highlighted and a hand icon will appear 1 Click the right mouse button a drop down menu will appear 2 Point the mouse at the New option a drop down menu will appear 3 Click Taxon Taxon Navigator 23 O IR Details Ahaa R Br Edit Classification Move Taxon with child taxa 1 In this example Alyxia will be mi eg the parent taxon of the new A Empott taxon as indicated by the fact w a fee that it is highlighted S Refresh F5 4 Enter the name of the taxon including authorship if you wish 5 Click the Finish button or press the Return button on the keyboard EDIT User Manual for Taxonomic Editor Version 2 1 0 58 European Distributed Institute of Taxonomy ED New Entity Taxon Classification Revision of Alyxia Parent Alyxia R Br sec Revision of Alyxia Part 1 Asia and Malesia Reuse existing Taxon Reuse existing name New Taxon Alyxia acuminata K Schum Open in Editor J a Gc The new taxon record will appear in the Taxon Navigator panel and is saved automatically Taxon Navigator 3 e My Classification J Re ision of Aly la 4 Alyxia R Br Alyxia acuminata K
59. ill not force you to change your data EDIT User Manual for Taxonomic Editor Version 2 1 0 1 European Distributed amp Institute of ea Taxonomy 3 Useability and customisation options The Editor has been designed to feel intuitive keeping the number of new movements or gestures you must learn to a minimum Also the Taxonomic Editor allows for individual customisation of the fields within the data entry sheet to facilitate an efficient data entry process For example you can choose which taxonomic relationships and rank types are given as options and for some data fields you can create your own options There are also separate configurations for users using the Botanical and Zoological Codes of Nomenclature You will notice that not all of the features of the Taxonomic Editor are yet functional development of the application and the manual are still ongoing Version 4 of the Taxonomic Editor will be released in 2011 smaller updates will be made available on the EDIT WP5 website 4 Bulk Editing The Taxonomic Editor has a bulk editing facility that allows you to edit several records at one time This will be useful for example if the name of a genus has changed as well as all the species records associated with that genus This saves time and improves data consistency and integrity The bulk editor can also be used to merge duplicate records that may be found in large datasets after import for example 1 1 About
60. ion of Taxa within a Taxonomic TrE e essessssessessrreeereresrrrsrrerereresrrrsserress 86 8 0 Adding Descriptive Data to Taxon Record cccccssscccssceceececanecceecececeeeucessecseeceenecesaeeesgaes 88 8 1 Types ol Descriptive Dala ivcitaccscadcsecosetussactsnsiainaconanndnen inate cetaceoiiewsersiaecenaieeonadeecssauteusesbeoteane 88 8 2 Opening the Descriptive Panel for a Taxon sssssssessesessresssrrrserrresrrssrrrrsrrrrsseroserrsseereserrsseee 88 8 3 Adding a Description Tree to a TAXON cccceseccsecccseceeenecceneceenececeuceeeneeeeneeeeeceeeeeesenetseneees 89 8 4 Building a Description Tree by adding Descriptive Data Type s ccccccsseccesseceseeeeneeeees 90 8 5 Adding Common Name Descriptive Data to a Taxon Record ccccesecesseeeseeeeeeeeeeneeeeeeees 92 8 6 Adding a Species Description to a Taxon RECOMC ccccceeccsseceeeceeeceenecceeceenceeeeeeetenseeneetes 94 9 0 Adding Supplemental Data to a Taxon Record cccccssscccecceeseccenecececeeeeceseeeseneeeeneeeseeeesenes 95 9 1 Types of SUDO Le MCMANUS acess acess diees acta crs tinaactssseasantatrecte tac aenaran anar raei 95 EDIT User Manual for Taxonomic Editor Version 2 1 0 V European Distributed 6 Institute of Taxonomy 9 2 Adding annotations to Taxon Record cccccecccsecceesceseceeeceeneceeeseeuceeneseeeseenseeeeeteeeteneeeneetes 10 0 Adding Media Data to a Taxon Record ccccceeccsecccs
61. ist in the Taxon Names tab and edit all the names as described above 6 6 Saving your Work Any record that has been edited without being saved will be flagged with an asterisk in the Taxon Name panel to the left of the taxon name in the tab label EDIT KE European Distributed ee Institute of amp i Taxonomy User Manual for Taxonomic Editor Version 2 1 0 77 An asterisk indicates unsaved changes spfometopa Becker G eometopa matilei 1 m Leptometopa Becker 1903 in Mitt zool Mus Berl 2 188 z 1903 Hypaspistomyia Hendel 1907 in Wien ent Ztg 26 2401 1907 Prodesmometopa Hendel 1914 in Supplta ent 3 97 1914 Cnemoplegas Enderlein 1927 in Stettin ent Ztg 88 108 1927 Desmometopina Charles Howard Curran 1930 in Bull Am Mus m1 nat Hist 61 1931 81 1930 Dicraeoptera Duda in Lindner Die Fliegen der palaearktischen Region 6 1 34 1932 1933 Rhynchomadiza Enderlein 1934 in Sber Ges naturf Freunde Berl 1933 427 1934 You can save your changes using the Save icon on the Toolbar and at the top left of the Taxonomic Editor window General Edit Taxon Na Alternatively hold the Control and S keys on the keyboard at the same time Please Note If you have multiple taxon records with unsaved changes this method will only save changes in the currently activated record i e the record that is open in the Taxon Name panel To save all unsaved cha
62. itor Version 2 1 0 15 EE European Distributed amp Institute of Taxonomy You can now delete the shortcut from your desktop click on the shortcut press the delete button on the keyboard a pop up will ask you to confirm the deletion click the OK button 2 10 Creating Multiple Datasources Multiple Datasources can be used to create separate databases or datasets within the Taxonomic Editor You may want to create a separate datasource for different users or for different taxonomic treatments allowing you to keep the information separate With the Taxonomic Editor installed and open on the machine 1 Ensure that the Datasource panel is shown Window gt Show View gt Datasource As EDIT Taxonomic Editor General EaiC Window el m lt gt Bulk Editor b 2 en v T Taxon Nav D escriptive Preferences P Supplemental Media Taxon Navigator Polytomous Keys User Messages Alt Shift Q L Reporting mr Detcrptive ey User Manager The Datasource panel will open at the bottom of the Taxonomic Editor window 2 Press the right click of the mouse with the cursor pointing within the Datasource panel a drop down menu will appear 3 Click New a Jatasc ICE C Name Server Type Database Nomenclatural Code LI cdm local H2 Database cdm ICZN LI diptera local H2 Database diptera ICZN Connect CL New gt Edit Delete EDIT User Manual for Taxonomic Editor Version 2 1 0
63. lbar clicking the right mouse button will open up a context menu containing a list of possible commands that can be performed on the data element the mouse is pointing at When no commands are available right click will have no effect Most of the commands written in the manual are based on the user using the mouse However it is also possible to use the keyboard for some functions Notably when pop up boxes require confirmation by selecting OK or Finish the default setting will be on the OK Finish button therefore you can select OK Finish by pressing Return on the keyboard as well as clicking the button with the mouse Keyboard arrows can be used to navigate around the Toolbar area to find menus and make selections You must first click on one of the menus using the mouse but can then use the arrows on the keyboard to navigate and the Return Enter key to make your selection 3 3 2 Navigating between Panels To change the active panel of the Taxonomic Editor you must navigate between them using the mouse clicking in a panel will activate it 3 4 The Taxon Name Panel This section describes how to work within the Taxon Name panel This is where the nomenclatural information such as accepted name authority and nomenclatural reference as well as synonym information is displayed and updated EDIT User Manual for Taxonomic Editor Version 2 1 0 24 E European Distributed amp e Institute of Taxonomy
64. low show the effect of changing between a taxonomic and bulk editing frame work Default Taxonomic Perspective EDIT User Manual for Taxonomic Editor Version 2 1 0 42 EE European ee Distributed Institute of J Taxonomy EO EDIT Taxonomic Editor OEN m a General Edit Window Help Taxon Navigator 3 ar 2 Details 33 ai a My Classification D amp 6 Media 2 m P E Supplemental Data 3 eu Creating initial classification completed Not logged in Bulk Editing Perspective General Edit Window Help r seach E it es HERE E A a Details 53 m Supplemental Data 3 E Referencing Objects 5 Not logged in Moving panels N B before moving a panel make sure that you have the correct perspective open 1 Left click on the grey area of the top tab of a panel and keep holding the mouse button down a grey box will appear around the panel EDIT User Manual for Taxonomic Editor Version 2 1 0 43 KE European Distributed ee Institute of Eei Taxonomy General Edit Window Help Taxon Navigator Alyx ue BR Be Alaa acurnenata K Schum Ala sugustfoks E Search ane O ay Ayia acuminata K Schum a Alyxia acuminata K Schum Feature Tree De Taxonl G Crec gt Sou Crestec Update Natural Language Description Image g
65. mic H Polytomous Key Other H Taxonomic default Show all After a new perspective has been opened the last perspective viewed will remain open but will be hidden and replaced by the new perspective A new button will be added to the perspectives tab allowing you to quickly switch between perspectives After a new button has been added to the perspective tabs you may find that there is insufficient room to display all the buttons in which case the perspective tabs will display a double headed arrow on the right hand side as shown below E E Taxonomic 5 E EDIT User Manual for Taxonomic Editor Version 2 1 0 41 EE European Distributed Institute of Taxonomy To reveal the hidden buttons you can either click on the double headed arrow the results of which are shown below 3 Bt iA Bulk Editing m Polytomous Key Or you can hover the mouse over the left hand edge of the tab until the cursor changes to a double headed arrow as shown below When the cursor changes in this way left click the mouse and drag the edge of the tab to the left to enlarge it Release the mouse button when you are happy with the size of the tab The following screen shot shows the editor with the perspective tab enlarge sufficiently to display all three open perspective buttons and with the taxonomic perspective currently active a a E H Polytomous FA Bulk Editing The screen shots be
66. microsoft com kb 308895 You can now delete the shortcut from your desktop click on the shortcut press the delete button on the keyboard a pop up will ask you to confirm the deletion click the OK button 2 9 2 Windows Vista 1 Click on the Windows Start button at the bottom left of your computer screen The Start menu will open Click in the search bar at the bottom of the menu Enter cdm Library feim Library gt E a 3 _ _ _ _ _ Windows Start button p am ml i inbox Mier A menu of matching search results will open 4 Click the Search Everywhere option at the bottom of the search results menu A Search results in indexed locations window will open At the left hand side is a list of locations with matching folder names One of these will be your user location on your PC 5 Click the arrow icon at the left of your user directory to expand the menu The cdm Library folder will be found in the menu Click the cdm Library folder once and press the Delete button on the keyboard A pop up box will appear asking do you really want to delete this folder 6 Press Enter on the keyboard to confirm The cdm Library folder will be deleted If you cannot locate your cdm Library folder using this method please see the Microsoft help page for Windows Vista at http windowshelp microsoft com Windows en GB help ed53ade7 cfb8 425a 841d 6a6aa6991dfe1033 mspx EDIT User Manual for Taxonomic Ed
67. n will be shown in the Nomenclatural Status field and the text string in the Taxon Name panel will be updated 44 Alyxia angustifolia 3 gt O Details o F m Alyxia tif b De a sec D E Middleton Revision of Alyxia Part b Name Alyxia angustifolia b Nomenclatural Reference Nomenclatural Status Rule Considered Reference Detail gt Protoloques EDIT User Manual for Taxonomic Editor Version 2 1 0 72 E European Y Distributed Institute of Taxonomy 5 Save the record see Saving your Work on page 77 It is also possible to add further information regarding the Nomenclatural Status using the other free text Rule Considered and Reference detail and Browse boxes in the Details panel 6 4 Deleting a Taxon There are two ways of deleting a taxon 1 Click on the taxon in the Taxon Navigator panel gt press delete on the keyboard gt go to step 3 Or 2 Point the mouse arrow at the taxon name in the Taxon Navigator panel and click the right mouse button a drop down menu will appear gt click the Delete option Taxon Navigator D A Alyxia R Br 53 Alyxia R a Re 4 Alyaa R Br Alyxia acuminata K Schum Alyxia augustifolia New Edit Move Taxon with child taxa y Import A Export A pop up box will appear asking you for confirmation to delete the taxon from the taxon navigator 3 Click the OK button ED Confirm Deletion X Are you su
68. ndependently by clicking on the x icon on the right hand side of the tab of each panel For example cor cnn oo iT nE serch v i217 ely ik i Taxon Navigato 5m N My Classification Revision of Alyxia Alyxia Alyxia acuminata Alyxia angustifolia Alyxia angustissima Merr amp Quisumb Alyxia arfakensis Kaneh amp Hatus Enabl Locke Yes No EDIT User Manual for Taxonomic Editor Version 2 1 0 38 E European Distributed Institute of amp iJ Taxonomy Panels can be reopened by clicking the panel name under the Show View menu 1 Click the Windows menu in the Toolbar A drop down box will appear 2 Move the mouse to the Show View option in the drop down box Taxon Navi My Classifi Preferences Revision of Alyaa Alya Alyaa acuminata Taxon Navigator Ahpaa angustifolia Polytomous Keys Alyxia angustissima Merr amp Qu Alpia arfakensis Kaneh amp Hatu Datasource Alt Shift Q L Toolbar gt Window gt Show View 3 Click the panel option that you wish to open The panel will re open in the Taxonomic Editor window The Taxon Name panel is automatically re activated after double clicking on a taxon record in the Taxonomic Tree panel Tip If when you select a panel in the Show View menu you still cannot see it in the Taxonomic Editor window it may have been minimised Check at the bottom right of the window for minimised panels
69. nel but you do not know its location in the Taxon Navigator you can search for the taxon using the search bar at the top of the Taxonomic Editor window Click in the search bar Enter a search term this can be the full taxon name or you can use the wildcard asterisk e g Des halteralis halt could all be used to search for Desmometopa halterailis Please note the search is case sensitive so you must use a capital letter where appropriate 3 Press Return on the keyboard The search results will appear as a new panel as shown below Taxon records can be double clicked to open their records in the Taxon Name panel er General Edit Window Help r ri T Taxon Navigator x Search F i v it FY GA Polytomous Search Des Se oN om Search String Des Search for Status Desmametopa niloticum Becker 1903 sec Brake Irina Milichiidae W Desmometopa Loew 1866 sec Brake Irina Milichiidae I Desmometopa subg Desmometopa Loew sec Brake Irina Milichiidae Mi Desmometopa subg Litometopa Sabrosky sec Brake Irina Milichiidae MI Desmometopa subg Platophrymia Williston sec Brake Irina Milichiidae Desmometopa Sp near singaporensis sec Brake Inna Milichiidae Brake Irina Milichiidae Taxa Synonyms Names without taxa Common Names Diptera Linnaeus 1758 146 entities found Revision of Alyxia 4 dij Also in the search results are the types of taxa that y
70. nges in multiple records you need to select the Save All option found under the General menu Click on the General menu in the Toolbar the File drop down menu will appear gt Click on Save All 3 EDIT Taxonomic cite ay EE General Edit Window Help ee ew gt Close Ctr W Close All Ctri Shift W Ctri Ctrie Shift S i Generate PDF EDIT User Manual for Taxonomic Editor Version 2 1 0 78 European Distributed e Institute of Eei Taxonomy If you attempt to try to close an edited taxon record without saving your changes the Taxonomic Editor will give you a warning ED Save Resource Leptometopa coquilletti Hendel 1907 has been modified Save changes No Cancel Any changes to text in the Taxon Name panel will not appear in the Taxon Navigator panel until the changes have been saved as above Alternatively you can refresh the classification by right clicking anywhere in the Taxon Navigator panel and selecting Refresh Point the mouse arrow anywhere within the Taxon Navigator panel gt Click the right mouse button a drop down menu will appear gt Click the Refresh option oos aa G eneral Edit Window Help rs lepto Search 7 adie 5 Taxon Navigator 3 5970 a Brake Irina Milici 4 Diptera Linnaeus 1758 4 Milichiidae Sharp 1899 4 Madizinae 4 Desmometopa Loew 1866 Desmometopa subg Desmometopa Loew Desmometopa subg Litometopa
71. nonym text box was opened in error point the mouse arrow into the synonym text box and click the right mouse button a drop down menu will open gt click on the Delete option ED Phyllomyzinae lt e Phyllomyzinae New Right Change To j click Swap Synonym With Accepted Save Ctrl S EDIT User Manual for Taxonomic Editor Version 2 1 0 80 European Distributed Institute of Taxonomy 4 Enter the name of the synonym 5 Save the synonym see Saving Synonyms unten 7 2 Adding a Homotypic Synonym By default a carriage return from a taxon record in the Taxon Name panel will create a new text box for a heterotypic synonym as detailed above Homotypic synonyms can be added using a drop down menu 1 Point the mouse arrow into the text box for the taxon to which you are attaching a homotypic synonym and click the right mouse button a drop down menu will appear Point the mouse at the New option at the top of the menu a new menu will appear 3 Click on the Homotypic Synonym option s A AA gt gt j n i t Phyllomyzinae ta Madizinae 1 ZB Details Search lepto gt Taxon Madizinae sec Brake Irina Milichiidz Madizinae a lt Heterotypic Synonym Change Accepted Taxon to Synonym Homotypic Synonym Concept Relation gt Misapplication rw e Another text box will appear in the Taxon Name panel below that of the root taxon accepted name for which you are
72. nter for the taxon for example Common Name the data type will be added to the Description Tree and its specific data entry box will be activated in the Details panel D B 7 ofa Details 2N a Common Name No name provided No language provided M l Area Common Name gt References b Media E DIT User Manual for Taxonomic Editor Version 2 1 0 91 European amp 2 Distributed Institute of J Taxonomy A customised Descriptive Tree consisting of different description types can be created in this way As stated previously the format of the types of descriptive data varies for some the data is input as free text but for others data must be chosen from options given in a drop down menu Therefore examples of how to input certain descriptive data types will be given in the following sections rather than showing how to input data for each data type 8 5 Adding Common Name Descriptive Data to a Taxon Record Add the descriptive data type of Common Name as described in section 8 4 above The Details panel should look like this Descriptive 3 H O 0O J Details X E 4 Description Taxon description for Alyxia angustifolia Description Element Common Name Change Type 4 Common Name No name provided No language provided Language pons Et Common Name gt References gt Media Tip Each individual panel of the Taxonomic Editor can be resized if you are havin
73. nu arrow the data options for the Rank field will appear Navigate to the correct rank value using the bar at the right hand side of the menu to scroll down if necessary EDIT User Manual for Taxonomic Editor Version 2 1 0 69 E European Distributed amp Institute of Taxonomy 5 Click the correct rank value the drop down menu will close and the selected rank will be shown in the rank data field 6 Save the record see Saving your Work on page 77 gt Taxor Alyxia sec D E Middleton Revision of Alyxia Part IvAsia and Malesia Name Alyxia Cache Ed Nomencistural Code Scientific Name Albia Name Cache zd Drassion Domain Appended Phrase M P re Family Graft Chimaera G Anamorphic Authorship Cache Author irdrocitss Infradrvision E Ex Author ee m T E Basionym Author Ex Basionym AAhor 3 Note the many options in the Rank drop down menu This menu can be customised to show only those ranks which you are likely to use See Show Hide Options of Drop Down Menus on page 30 for further information 6 2 2 Uninomial and Specific Epithet In order for these fields to be visible both the Accepted Name and Name Cache menus need to be expanded using the arrows to the left of the data field name hccepted Name Parsing Status UUID Nomenclatural Code Rank ome Cache Editable Cache Protect Cache from Uninomual Authorship Appended Phrase
74. omy The Choose the accepted taxon pop up box will close and the record that has been edited will be shown as a synonym in the Taxon Name panel ED a ae gt gt fan ity Borneomyia acanthop lt 2 Borneomyia acanthophora Brake 2004 in Zootaxa 627 7 2004 Genus nov iin Ent scand Suppl 5 The change is automatically saved 7 8 Moving the Position of Taxa within a Taxonomic Tree If a taxonomic treatment has changed and you need to update your classification to reflect this this can be done easily via the Move Taxon with Child taxa function This function allows you to move a taxon with any associated synonyms and child taxa 1 Point the mouse arrow at the taxon name which you want to change within the Taxon Navigator panel Click the right mouse button a drop down menu will appear Click the Move Taxon with child taxa option fan EDIT Taxonomic Editor E S a a a a General Edit Window Help lepto Search gt X X Taxon Navigator 3 3 Cl Alyxia angustissima DEGE a Alyxia angustis 4 4 Alyns 4 Ahaa acuminata Alyxia angustissima Merr amp C ew Alyna angustifolia Ahaa arfakensis Kaneh amp Hatus Edit Move Taxon with child taxa s Import ey Export X Delete Delete gt Refresh F5 EDIT User Manual for Taxonomic Editor Version 2 1 0 86 European Distributed ee Institute of Eei Taxonomy 4 The
75. on record is displayed in the Details Panel when it has been activated in the Taxon Name panel If the taxon you need to edit is not yet open you can activate it by double clicking the taxon record in the Taxon Navigator panel see The Taxon Name Panel on page 4 for further details Initially you will need to expand the high level menus to reveal the relevant data fields and further menus below them This will include at least the Name menu and Scientific Name sub menu but you may also need to expand the Authorship sub menu depending on the information you are checking editing The menus can be expanded or minimised using the arrow icons to the left of the appropriate menu These arrows are only activated when the mouse arrow is located within the Details panel EDIT User Manual for Taxonomic Editor Version 2 1 0 67 E European Distributed Institute of ea Taxonomy 2 Details 53 gt Taxon Alyxia arfak Malesia me Alyxia arfah Cache Nomenclatural Coc Fcientific Name Name Cache Rank Genus Specific Epithet Anamorphic Appended Phras Cy puthorship Kan This version of the manual explains how to address problems with the basic data fields of Rank Uninomial and Specific Epithet The Parsing Status field at the bottom of the Details panel will inform you of which field to check EDIT User Manual for Taxonomic Editor Version 2 1 0 KE European Distributed ee Institute of Eei Ta
76. ons associated with the drop down list for that data field will appear in the main panel of the pop up box The example shown below is adding a new feature or data field to the overall Description Click the New button 5 Give the new data field a Label an abbreviation if desired and a description if desired Only the data label is mandatory 6 Click the Finish button EDIT User Manual for Taxonomic Editor Version 2 1 0 33 EE European Distributed amp Institute of amp Taxonomy Ai AL Pretererces Features Choose whech features you y Taxomormc Editor J Abctrect Bulk Editos J Ackne wiedgments Laditeonal Pubbc ation J Anat erri i J Biology And Ecology J Ch hrorsosorne Number J Citation Extension Types Connon Nime Lanquege 4 onservetbon Marrer Types J Cultrvetior Match ng J r notion T hororo J 0 agnosis V Oeitvinon v Hnbuton g clog J ttymotog would he te wie for Geicreptive elements Edit Remove Toggle ED E Create new Feature Label Phenology Label Abbreviation flowering and fruiting times Description Finish J Cancel Your new data option will be added to the drop down box for the selected data field in the Properties Sheet Please Note The Remove option is not yet functional in this version of the Editor 4 1 3 Editing Options of Drop Down Menus The Taxonomic Editor gives you the option to edit existing options of some drop down boxes as
77. ou have included in your search For example the search above included Taxa Synonyms Names without taxa and Common Names EDIT EE European ee Distributed Institute of EJ Taxonomy Bi Desmometopa Desmometopa sp Bi Desmometopa Desmometopa sp BI Desmometopa Desmometopa sp W Desmometopa Desmometopa sp Mi Desmometopa Desmometopa sp Mi Desmometopa Desmometopa sp B Desmometopa Desmometopa sp W Desmometopa Desmometopa sp W Desmometopa Desmometopa sp Bi Desmometopa Desmometopa sp Bi Desmometopa Desmometopa sp Hi Desmometopa Desmometopa sp W Desmometopa Desmometopa sp B Desmometopa Desmometopa sp Mi Desmometopa Desmometopa sp 4 nT sec sec sec sec sec sec sec Brake Irina Brake Irina Brake Irina Brake Irina Brake Irina Brake Irina Brake Irina Brake Irina Brake Irina Brake Irina Brake Irina Brake Irina Brake Irina Brake Irina Brake Irina User Manual for Taxonomic Editor Version 2 1 0 Milichiidae Milichiidae Milichiidae Milichiidae Milichiidae Milichiidae Milichiidae Milichiidae Milichiidae Milichiidae Milichiidae Milichiidae Milichiidae Milichiidae Milichiidae 26 Search String Des Search for Taxa Synonyms Names without taxa Common Names Status 146 entities found Should you want to limit the search results to one or a sub set of these options you can
78. ow the instructions 1 2 above Removing the Taxonomic Editor To remove the Taxonomic Editor from your system locate the folder in which the taxonomic editor exe file is stored on your system and simply delete the folder If you cannot find the folder and you are on a windows platform and have created a desktop shortcut to the Editor you can determine the path to the folder by looking at the properties of the shortcut Do this by right clicking on the shortcut and selecting the properties option from the drop down menu In the Shortcut tab of the properties window look in the Target field this will reveal the location of the taxonomic editor EDIT User Manual for Taxonomic Editor Version 2 1 0 KE European Distributed ee Institute of Eei Taxonomy 13 Open file location Run as administrator 7 Zip Start in C Users Ibanfield Desktop taxeditor Scan with Sophos Anti Virus Pin to Start Menu cut key Add to Quick Launch Run Normal window Restore previous versions Comment Cut Copy Create Shortcut Delete Rename J Properties Navigate to the Taxonomic Editor folder and delete it by simply clicking once on the folder and pressing the Delete button on the keyboard A pop up box will appear asking do you really want to delete this folder press Return on the keyboard to confirm Delete Folder a taxeditor Date created 05 10 2009 11 25 Cas DE You
79. panel You can change the label here should you wish in the Label freetext box Description Image gallery for Madiza glabra Fall n 1820 Label Image gallery for Madiza glabra Fall n 18 of i Feature Tree B Natural Language Description Image gallery for Madiza glabra Fall n 1820 Taxon Description does not contain structured data gt Described Specimen b Description Sources Scope 5 Expand the image gallery by clicking on the menu arrow in the media panel There will already be one existing empty media Image gallery for Madiza glabra Fall n 1820 empty media lt 7caf59c6 ccad 432e a259 6760b894f157 gt 6 To add additional images or galleries right click in the window and make selection from menu gg aan te a z empty media lt 7caf59c6 ccad 432e a259 6760b894f157 gt New Image Gallery New Image Move Image Up In List Move Image Down In List X Delete Delete Save EDIT yee User Manual for Taxonomic Editor Version 2 1 0 98 amp Distributed Institute of Taxonomy 7 Click on image to open in details panel Ay Madiza glabra Fall n 1820 5 O CA Details 3 Madiza glabra Fall n 1820 Oscinides Sveciae a eee ee ae ee Ds 2 20 9 1820 Title Gymnopa glabra Artist Hypaspistomyia glabra Description Mallochiella glabra Media Representation Media No media representations yet Image gallery for
80. ption for Alyxia angustissima Merr Quisumb Label Taxon description for Alyxia angustissima Merr amp Quisumb A Tr Feature Tree Natural Language Description Taxon description for Alyxia angustissima Merr Quisumb Taxon Description does not contain structured data gt Described Specimen 40 gt Description Sources gt Scope ap 8 4 Building a Description Tree by adding Descriptive Data Types A description tree must first be created for the taxon see the section above Point the mouse cursor at the entry in the Descriptive panel Press the right hand mouse button a menu will appear Point the mouse cursor at the New option in the menu a drop down menu of all available descriptive data types will be shown EDIT User Manual for Taxonomic Editor Version 2 1 0 90 EE European ee Distributed Institute of J Taxonomy Taxon iption for Aly Sea tE ae Acknowledgments Additional Publication C nem X Delete Delete Biology And Ecology o Chromosome Numbers a Citation Expand All Collapse All Common Name Conservation Cultivation Description Diagnosis Discussion Distribution Ecology Etymology Habitat Habitat Ecology Host Plant Individuals Association Introduction ioe Materials Examined Matenals Methods Multiple Observation Occurrence Pathogen Agent Phenology Protologue Snercimen 4 Click on the descriptive data type that you wish to e
81. r Series Volume Pages Date Published gt Date Details URI Be Reference Abstract Choose a reference type from the drop down menu 6 Click on the arrow to the right of the Reference Type field a drop down list will appear ax New Entity Reference Reference Cache Reference Type EE OT Title Generic Author In Proceedings In Reference Map ee Patent Editor Personal Communication d Series Print Series Vol Proceedings olume Report d Pages Thesis Date Published gt Date Details URI EDIT User Manual for Taxonomic Editor Version 2 1 0 50 European Y Distributed Institute of amp E Taxonomy 7 Scroll down the list there are several methods for doing this a Use the mouse wheel if you have one b Click and drag the position icon at the right hand side of the drop down list c Click the up and down arrows at the right hand side of the drop down list 8 Click the desired reference type the drop down list will close Alternatively to 6 and 7 above type the first letter of the reference type you wish to select whilst the reference type field is highlighted Matching options will be shown each time you press the initial letter Continue until the desired option is shown in the reference type field 9 Enter the title of the reference in the title field 10 To enter Author details click on browse existing Whew Extn So Reference Re
82. r 15 Click on the edit button Title ae em pty team Nom Title Team Members 16 A new entity free text box will pop up To enter a person author click on the edit button The fields will become white and can now be edited Title Cache Nom Title stare 17 Enter author name and click on edit 18 Click finish E DIT User Manual for Taxonomic Editor Version 2 1 0 53 European Distributed ee Institute of EJ Taxonomy Title Nom Title Firstname pF Lastname Middleton Prefix Suffix 19 The name will then automatically appear in the Choose a person pop up box 20 Select OK Use for wildcard or to see all entries D E Middleton Matching items D E Middleton 21 Click finish on new entity pop up box Or if there are multiple authors repeat steps 14 to 21 to add additional people EDIT S66 Uae User Manual for Taxonomic Editor Version 2 1 0 54 amp 2 Distributed Institute of J Taxonomy Title pae D E Middleton Nom D E Middleton Team Members PersonD E Middleton 22 Click OK in Choose Team pop up box EDIT E European ry Distributed Institute of J Taxonomy ED New Taxonomic Tree Taxonomic Tree Create a new Taxonomic Tree Label Revision of Alyxia Reference Middleton DJ 2000 Revision of Alyxia Part 1 Asia and Male Re
83. r you are using Mozilla Firefox or Internet Explorer see Extracting the Contents of the Compressed Folder Internet Explorer or Extracting the Contents of the Compressed Folder Mozilla Firefox unten Troubleshooting Mozilla Firefox Settings If your internet settings are set up to not ask you for confirmation as to where to save files and folders that you are downloading they will automatically be saved to your desktop If you want to change this setting open the Mozilla Firefox start page gt click on the Tools menu on the toolbar at the top of the screen gt click on Options A new pop up box will open Click in the box to the right of the text Always ask me where to save files and click OK Options aa gr 2 s Main Tabs Content Applications Privacy Security Advanced Startup When Firefox starts Show my home page v Home Page http en GB start2 mozilla com firefox client firefox a amp rls org mozi Use Current Page Use Bookmark Restore to Default Downloads V Show the Downloads window when downloading a file Close it when all downloads are finished Save files to Browse Always ask me where to save files Add ons Change options for your add ons Manage Add ons a aaa EDIT User Manual for Taxonomic Editor Version 2 1 0 6 E European Distributed amp Institute of Taxonomy 2 2 Extracting the Contents of t
84. re you want to delete the selected node CK OD Cancel The taxon will disappear from the Taxon Navigator panel EDIT User Manual for Taxonomic Editor Version 2 1 0 73 EE European Distributed Institute of Taxonomy Please Note You can delete a taxon even if it has child taxa attached to it all the records will be deleted You cannot undo this action so you should be sure that this is what you want to do 6 5 Bulk Editing 6 5 1 About Bulk Editing ED EDIT Taxonomic Editor General Edit Window Help mi Bulk Editor b Name Show View gt Name Relationship E Taxon Navi 2 Reference Preferences Specimen or Observations a Alia R Br Authors and Author Teams Abadia arnamsinaia WC obec ins Toolbar gt General gt Bulk Editor menu The bulk editor allows multiple taxon records that share Names Name Relationships References Specimens and Observations or Authors and Author Teams data to be edited These data types are not easily edited in the course of normal taxon editing and are frequently referenced shared in several places within a dataset therefore they are edited in a separate location Furthermore References frequently contain a number of duplicate entries for example after a mass import where multiple entries for a single object must be merged to insure data integrity The Bulk Editor allows you to search for and merge duplicate reference record
85. rs to the number of open taxon records EDIT eee EET User Manual for Taxonomic Editor Version 2 1 0 27 Distributed Institute of EJ Taxonomy The tabs of 2 taxon records are visible and there are 4 open taxon records that are not currently displayed ED Microsimus Aldrich ED Neophyllomyza Meland 23 m Neophyllomyza Melander 1913 in Jl N Y ent Soc 21 242 1913 HAS ORTHOGRAPHIC VARIANT NEOPHYLLOMYZZA HAS ORTHOG Vichyia Villeneuve 1920 in Bull Soc ent Egypte 1920 69 1920 In order to view more tabs of taxon records you can expand the width of the Taxon Name panel using the arrows that appear at the sides of the panel when you hover the mouse arrow over them see Panel Sizes on page 40 Also clicking on the double arrow icon will reveal a list of all the open taxon records those in bold are those for which the tabs are not current displayed Borneomyia Brake 20 2 3 gt Neophyllomyza Meland ED y lay Neophyllomyz Borneomyia Brake 2004 in Zootaxa 627 2 A Leptometopa Becker 1903 Open taxa with tabs Genus nov 1 in Ent scand Suppl 57 13 2000 ax Microsimus Aldrich JM 1926 not currently displayed 4 Milichiinae ED Borneomyia Brake 2004 Taxa with curren tly ED Neophyllomyza Melander 1913 dis p la yed tabs You can click on any of the taxon records in the drop down list to activate that record in the Taxon Name panel 3 4 4 Closing Taxon Records You can close
86. rsrrrosersrersrersrersereseeesrresee 24 3 3 1 Mouse and Keyboard Functions cccccsssccesscecescecececenecceeceeseceseneeseeeseneceeseceneneeseness 24 332 Navigating between PAM CIS orcrerecorrdirarpiranine r eE EEE 24 3 4 The Taxon Name Panel ss essssnnssseensssseresssrrsssssressssrrosssrrrssserresssrresserresserressseresssereesseeeesseees 24 3 4 1 Activating Taxon Records in the Taxon Name Panel c sscccssscccsseeceseeceseceeseceeeeesenees 25 EDIT European Distributed ee Institute of Taxonomy User Manual for Taxonomic Editor Version 2 1 0 iii 34 2 Searching fora Taxon Record sciviacinc scsiedseactstasvenctsnaswagedpbanoamctaldmsesviewesnimaaancgbeadatinaedencdduseavae 26 3 4 3 Navigating between Taxon RecordS sssssessesssressressrrssrerserosrerrerssresrereseesrersseesrersreeseene 27 SAA Closing Taxon Records secsaciisnriinne na A E aia 28 4 0 Customising the Taxonomic Editor ssssseeseessrersrersrrrsrrrsrrssrresrresrersrrssrererresressrreseeserrsseeseeene 30 4 1 TAG Pror eE N ENU a E E E E S E N 30 4 1 1 Show Hide Options of Drop Down MeNUuS sssssssssssssssrsrrrsssesssssrrrrrrrrresssssrrrrrrreesssssererrrrree 30 4 1 2 Adding New Options to Drop Down MenUsS sssssssssssesssessrersressrersrerseresresserssreeeeessrrseerssee 32 4 1 3 Editing Options of Drop Down MenUS ssssssssssseesserrsssrrssressrrersreresrerssrrresrereseresererserrene 34 4 2 The Show View MenU sssss
87. s The Bulk Editor consists of a search field and a list editor The list is populated when a search is executed The Details Panel is used to display and edit details of the object which is currently activated changes made in the Details Panel are reflected immediately in the list This version of the manual will explain how to edit the name of multiple taxa records 6 5 2 Bulk Editing Names The bulk editor allows multiple taxon records that share Names Name Relationships References Specimens and Observations or Authors and Author Teams data to be edited These data types are not easily edited in the course of normal taxon editing and are frequently referenced shared in several places within a dataset therefore they are edited in a separate location In this example we search for all the taxa within a Genus and change the Genus name 1 Inthe Toolbar area click on the Window menu gt Bulk Editor a drop down menu will appear 2 Click the Name option EDIT User Manual for Taxonomic Editor Version 2 1 0 74 E European Distributed 0o Institute of Taxonomy 2 EDIT Taxonomic Editor General Edit Window Help me Bulk Editor Show View Name Relationship Taxon Navi M issil Preferences EA f AN Specimen or Observations a Revi Alyy a Alyxia R Br Authors and Author Teams Ab ada arinmainaia V Crh Tr You will notice that a new tab has opened in the Taxon name panel titled Name The tab has a
88. s of the editor tabs were fixed within a data entry panel and each panel was fixed in one of the three columns of the editor It is now possible to position any panel within any of the 3 columns place any tab within any panel and create new panels simply by dragging a dropping elements of the interface EDIT User Manual for Taxonomic Editor Version 2 1 0 40 European Distributed Institute of se Taxonomy Perspectives Before describing how to go about rearranging elements of the interface it is necessary to explain the concept of perspectives There are three perspectives available in the interface Taxonomic Bulk editor and Polytomous Key The changes you make to the layout of the editor will apply only to the currently active perspective This will eventually allow you to create three independent arrangements of the editor which best suit your work flow within each perspective N B The Polytomous Key function is not available in this version of the Editor By default the taxonomic perspective is loaded however after first use of the editor the last used perspective will be displayed when the editor is restarted To open a perspective 1 Click on the open perspective button 2 Select other A list of available perspectives will be displayed in the open perspective pop up Select a perspective and it will open in the editor ED Open Perspective _ ee mS nn ets H Bulk Editing iz Taxono
89. so that it is highlighted The example shown below is editing the Conservation feature type filter text General b Install Update 4 Taxonomic Editor Bulk Editor 4 Description istribution Status Named Area Type Preservation Method Stage Extension Types p Language Marker Types b Matching Taxonomic EDIT K European amp Distributed Institute of i Taxonomy Features ETT Abstract Acknowledgments Additional Publication Anatomy Biology And Ecology Chromosome Numbers Citation Yi Common Name Conservation Cultivation Description Diagnosis Discussion Distribution Ecology Etymology Choose which features you would like to use for descriptive elements Ce User Manual for Taxonomic Editor Version 2 1 0 4 Click the Edit button Ay Preferences eee So tee type filter text Features General Install Update Taxonomic Editor Abstract Bulk Editor Acknowledgments Description Additional Publication Distribution Status Anatomy Features Named Area Type Preservation Method a Stage Citation Extension Types Common Name Choose which features you would like to use for descriptive elements Biology And Ecology Chromosome Numbers Language Conservation Marker Types Cultivation Matching Description Taxonomic Diagnosis Discussion Distribution Ecology Etymology The Edit Feature pop up box will open 5 Edit the fea
90. stributed Institute of ea Taxonomy Alternatively you can access the download site directly by entering http ev e taxonomy eu trac wiki TaxonomicEditorDownload into the address bar of your browser 3 Click on the download link and then navigate to the latest version of the Taxonomic Editor Taxonomic Editor Download Site The most recent version of the Taxonomic Editor will always be available here Downloads System requirements The current version of the Editor has been tested on e Windows XP e Windows Vista Name Last modified Size Description oo Parent Directory 211 07 Sep 2010 13 44 3 3 0 0 beta 07 Sep 2010 13 44 README htm 98 Dec 2010 11 41 757 a archive 05 May 2010 17 29 07 Sep 2010 13 44 a usability test 05 May 2010 17 29 Name Last modified Size Description oo Parent Directory EDIT TaxonomicEditor UserManual paf 04 Feb 2010 15 05 36M Y EDITor linux gtk x86 v E TaxonomicEditor UserManual Version2 1 pdf 04 Feb 2010 15 05 3 6M The following steps will differ slightly depending on whether you are using Mozilla Firefox or Internet Explorer and the operating system you are using If you are using Mozilla Firefox on Vista you will be taken straight to the Save As details pop up box go to Step 5 If you are using Internet Explorer or Mozilla Firefox on an older operating system such as Windows XP you will see a pop up box the same as or similar to the ones sho
91. t Window Help The General menu has the following options gt New for creating a new Taxon or Reference name person specimen or classification gt Close gt Close All gt Save gt Save All these functions operate on the taxon or taxa records that are open in the Freetext panel gt Import for importing data for an existing database or file gt Export for exporting data to a database or file gt Login to open the User login pop up box gt Exit for closing the Taxonomic Editor gt Recently opened records are listed at the bottom of the menu Click on a taxon name in this list to open the taxon in the Freetext panel 0 ron ea General Eda Window Help Close Cirle W Close All Cirie Shat W Generate POF import Export Login bat 1 Ahas sugustifolia gt Undo gt Redo these commands are currently operational only when using the Bulk Editor see below gt Cut gt Copy gt Paste gt Delete these commands apply to all panels of the Taxonomic Editor apart from the Taxon Navigator panel where only the Delete function works User Manual for Taxonomic Editor Version 2 1 0 22 General Edit Window Help Ctri X Ctrl C Ctrl V ia augustifolia Window The Bulk Editor is used to edit lists of gt Names gt Name Relationship gt References gt Specimens or Observations gt Authors and Author Teams See Bulk Editing on page 76 for further details gt Show
92. te a new Classification Revision of Alyxia Reference D E Middleton Revision of Alyxia Part 1 Asia and Malesia Reference Detail 28 The name of your new Classification will appear in the Taxon Navigator panel EDIT Taxonomic General Edit Window Help ri My Classification 4 Revision of Alyxia b Alyxia It is possible to have more than one Classification in your database Simply create a new Classification using the method above The classification will be listed in the Taxon Navigator panel simultaneously Also note that the classification names are displayed in a lighter colour than the actual taxa names You can use the arrows to the left of the taxonomic tree labels and the taxon nodes to show or hide the child taxon taxa that are attached to that tree or taxon General Edit Window Help Brake Irina Milichiidae Classifications b Diptera Linnaeus 1758 4 Revision of Alyxia Alyxia Taxa Show Hide children arrow EDIT User Manual for Taxonomic Editor Version 2 1 0 57 European Distributed ee Institute of Taxonomy 5 3 Adding Taxa to your Taxonomic Tree the quick way Once you have created your first Classification you can add taxa to build up your database according to your taxonomic treatment You add taxa to your classification by creating a new taxon linked to both the classification and a parent taxon if appropr
93. te of Eei Taxonomy 8 0 Adding Descriptive Data to Taxon Record There is a variety of types of descriptive data that can be added to a taxon shown below If you do not need to use all of these kinds of data you can remove the available descriptive data types via the Preferences menu as explained in Show Hide Options of Drop Down Menus on page 30 Due to the variety of data types available examples will be given here rather than instructions specific to every data type Please Note The Descriptive Data element is under construction and there may be some changes to later versions of the Taxonomic Editor 8 1 Types of Descriptive Data The descriptive data panel allows you to attach descriptive data to each taxon within your taxonomic tree The following types of data can be included Abstract Discussion Observation Acknowledgements Distribution Occurrence Additional Publication Ecology Pathogen Agent Anatomy Etymology Phenology Biology and Ecology Habitat Protologue Chromosome Host Plant Specimen Citation Individuals Association Synopsis Common Name Introduction Unknown Feature Type Conservation Key Uses Cultivation Materials Examined Description Materials Methods Diagnosis Multiple The format of the types of descriptive data varies for some the data is input as freetext but for others data must be chosen from options given in drop down menus Please Note The options given to you in the drop down menus can be customise
94. ternet Explorer ccscccceeseeeeeees 7 2 3 Extracting the Contents of the Compressed Folder Mozilla Firefox 8 2 4 Creating a Desktop Shortcut Windows ONLy cc cecccccesececesececeeecceeeeeceeeesceeseeceeeeeeeseneeeas 9 2 5 Opening the Taxonomic Editor cccccssccccsscceesccesccceeeccesceeeceeuceseueeseneeeeeceeeceseaeeseness 10 2 6 LOCE ieee E EE E E EE ET 12 2 7 Downloading and Installing Updates eecccescccssccceseeceseceeeceeenceesneeeeeceeseceseneeneeeeseeeees 12 2 8 Fnanine Unicode Chiara tels eissir e iieii 12 2 9 Removing the Taxonomic ECItOL ccceeccssscccsececececesecceececsecessuceteeceeeceeeceseneeseneessneeees 13 2 9 1 Windows XP and older SYStEMS ccccsccccssecceseceescecascceesceaeeceseuceseecseneceeeceseeceseneeseeees 14 2 9 2 Windows ViSta cceecccccsseecccceeeeccceneseeecseeeeeeeeeeseeeeesaeseeeeeeeeeeeeeseueeeeseussecessuaseeessaueseeesages 15 210 reatne Multiple Datasour CES ice cacetdececesenesse nN nE ESEE E 16 2 11 Connecting to a Different DataSouUrceS ssssssssssererressreresrrererrresrerssrrrsrrerssereseressreresrersseee 18 3 0 Getting to Know the Taxonomic ECitOr ccccssccccssecceseeeeneceeeceeeeceeeecesuceseucessueceeneceeseeenees 20 3 1 Parts Of TNE TAXONOMIC EdILOT ssscctsacevesecdinnvosoubswendnntiuverdbeduneyeesud RE EEN 20 3 2 THE MENUS cegin E E E 22 3 3 General Behaviours and Navigation sssssssssesessressrrssrersrresressrrse
95. the activated taxon record by clicking on the Exit icon at the right of the tab ED Milichiinae ED Desmometopa Loew 18 ED Leptometopa Beckey Leptometopa Becker 1903 in Mitt zool Mus Berl 2 188 1903 HAS ORTHOGRAPHIC VARIANT HYPASPISTOMYA HAS ORTHOGRAPHIC VARIANT LEPTOP Leptometopa Becker 1903 in Mitt zool Mus Berl 2 188 1903 HAS ORTHOGRAPHIC VARIANT HYPASPISTOMYA HAS ORTHOGRAPHIC VARIANT LEPT If you want to close a taxon record for which the tab for the record is visible click on the tab to activate the record and click the Exit icon as shown above When you have multiple taxon records open you can close a taxon record that is not being displayed without first having to navigate to it 1 Point the mouse arrow at the double arrow icon at the top of the Taxon Name panel a drop down menu will appear 2 Point the mouse arrow at the taxon in the drop down list that you want to close EDIT User Manual for Taxonomic Editor Version 2 1 0 28 EE European Distributed Institute of Ec Taxonomy 3 Click the mouse so the taxon is highlighted Click the right mouse button the Close menu will appear 5 Click Close The taxon record will close and the taxon name will disappear from the list Leptometopa Becker 1903 in Mitt zool M 188 1903 HAS ORTHOGRAPHIC VARIANT HYPASPISTOMYA HAS OF ED Neophyllomyza Melander 1913 ED Borneomyia Brake 2004 ED Leptometopa Be
96. ture as desired An example is given below a Original Feature details ae as J Edit Feature Finish EDIT User Manual for Taxonomic Editor Version 2 1 0 36 E European Distributed Institute of Taxonomy Edited Feature details Edit Feature Label Conservation Status Label Abbreviation CS IUCN Redlist category Description 6 Click the Finish button i Da Edit Feature Label Conservation Status Label Abbreviation CS IUCN Red List category If you have edited the name of the Feature this will be immediately visible in the Features list EDIT EE European Distributed ee Institute of J Taxonomy User Manual for Taxonomic Editor Version 2 1 0 37 type filter text Features pYoOYrY General z ee Choose which features you would like to use for descriptive elements a Install Update Taxonomic Editor Abstract Bulk Editor Acknowledgments Description Additional Publication Try eee Biology And Ecology eis TEI Chromosome Numbers New Distribution Status Anatomy Preservation Metho i Stage Citation Extension Types Common Name Language TY Conservation Status Marker Types Cultivation Matching Experimenta Description Taxonomic Diagnosis Discussion Distribution Ecology i thennines 4 2 The Show View Menu The five panels of the Taxonomic Editor can be closed i
97. use existing Taxon Reuse existing name Open in Editor The new taxon record will appear in the Taxon Navigator panel and is saved automatically EDIT User Manual for Taxonomic Editor Version 2 1 0 63 European Distributed amp Institute of J Taxonomy General Edit Window Help My Classification 4 Revision of Alyxia 4 Alyxia Alyxia acuminata K Schum Alyxia angustifolia Alyxia angustissima Merr amp Quisumb Alyxia arfakensis Kaneh amp Hatus You can continue new taxa to any node in the classification in this way in order to build up your taxonomic treatment To create and manage synonyms and other relationships see Managing Taxonomic Relationships on page 80 If you want to open the taxon record to view the parsing status of the information you have input see Parsing Status Feedback on page 65 or add to or edit the record see the following section simply double click the taxon name in the Taxon Navigator panel EDIT User Manual for Taxonomic Editor Version 2 1 0 EE European Distributed e Institute of EJ Taxonomy 64 6 0 Editing your Taxa This section tells you how to Check the parsing status of your taxon records Deal with parsing problems by editing basic fields in the Properties Sheet Delete a taxon from your taxonomic treatment Understand the bulk editor and how to use it to merge duplicate entries Save you work
98. w menu gt Preferences option The Preferences pop up will open 1 The menus given above are located in the Taxonomic Editor option in the menu They can be accessed by expanding the Taxonomic Editor menu by clicking on the arrow icon Je Preferences LONX EL filter text Taxonomic Editor rp wv General Install Update Show UUID and object ID in supplemental data view axonomic Editor Bulk Editor Description http edit br fgov be edit_wp5 v1 areas php EDIT Map Service Access Point e i Extension Types Connect to last used datasource when launching Language Marker Types Should expand sections when data is available Details View Matching Taxonomic Restore Defaults Apply 2 Click on the data field you would like to change from the menu on the left hand side of the pop up The existing options associated with the drop down list for that data field will appear in the main panel of the Preferences pop up box By default all of the options will be selected Use the scroll bar to the right of the options list to navigate the list 3 Ensure that all of the options you wish to appear in the drop down box for that data field are ticked and all those you do not wish to appear are un ticked You will need to use the mouse to do this EDIT User Manual for Taxonomic Editor Version 2 1 0 31 EE European Distributed 6 Institute of Taxonomy You can use the Toggle button on the right hand
99. well as selecting deselecting and the creation of new options as described in the above sections Editing options allows you to change the name of the feature abbreviation and to add a description This may be useful if your datasets has several users and you wish to provide information so that the data fields are used in a standardised way Options found in the following menus can be edited Preferences gt Description gt Features for example common name distribution and ecology Preferences gt Taxonomic gt Extension Types An example of how to edit a Feature of the Description menu is given below For more information on the Descriptive element of the Taxonomic Editor see section 8 0 Adding Descriptive Data to Taxon on page 89 EDIT European Distributed Institute of E Taxonomy User Manual for Taxonomic Editor Version 2 1 0 34 1 Open the Preferences pop up box Toolbar gt Window menu gt Preferences option 2 Navigate to the element you wish to change by expanding the Description or Taxonomic menus found in the Taxonomic Editor menu type filter text General gt Install Update 0 axonomic Editor Bulk Editor escription Distribution Status b Features Named Area Type Stage Extension Types p Language Marker Types b Matching Taxonomic Preservation Method 3 Click on the data field you would like to edit
100. will also need to delete the cdm Library folder where your local data is stored The exact location of this folder will depend on your computer system In order to locate it run a system search as detailed for different operating systems 2 9 1 Windows XP and older Systems 1 Click on the Windows Start button at the bottom left of your computer screen on newer systems you may only have an untitled Windows icon 2 Select the Search button a new pop up box will appear Select Search All Files and Folders a new pop up box will appear 4 Select the locations on your computer that you would like to search EDIT User Manual for Taxonomic Editor Version 2 1 0 14 EE European Distributed Institute of Taxonomy 5 Inthe search bar at the left hand side of the box enter cdm Library Click the Run Search button The search will be carried out and the results will be shown in the main panel of the pop up box The search will return a list of matching results There should only be one folder called cdm Library 7 Within the panel of the search box click the cdm Library folder once Press Delete on the keyboard A pop up box will appear asking do you really want to delete this folder 9 Press Enter on the keyboard to confirm The cdm Library folder will be deleted If you cannot locate your cdm Library folder using this method please see the Microsoft help page for Windows XP at http support
101. wn below go to step 4 4 Click the Save button or choose the Save option Click the OK button if necessary The Save As details pop up box will open go to step 5 EDIT User Manual for Taxonomic Editor Version 2 1 0 4 EE European Distributed Institute of Taxonomy Opening EDITor_win32 win32 x86 v3 0_beta_r9625 zip File Download You have chosen to open eae a a this file j EDITor_win32 win32 x86 v3 0_beta_r9625 zip which isa Compressed zipped Folder 4 Name EDITor_win32 win32 x86 v3 0_beta_r9625 zip from http wp5 e taxonomy eu Type Compressed zipped Folder 55 9MB What should Firefox do with this file From wp5 e taxonomy eu Open with Windows Explorer default Save File Z Always ask before opening this type of file Do this automatically for files like this from now on S While files from the Intemet can be useful some files can potentially 2 harm your computer f you do not trust the source do not open or d D save this file What s the risk Mozilla Firefox and Vista Windows XP Internet Explorer and Vista Windows XP 5 Choose a destination for the folder containing the Taxonomic Editor Tip You may have to click a Browse Folders button as shown below in order to access your computer s directory Make a note of the destination 6 Enter a file name or use the default file name Make a note of the file name 7 Save as type should be
102. x of the taxon record in the Taxon Name panel a drop down menu will appear 3 Click on the option Change Accepted Taxon to a Synonym D i PB Details ws Genus nov 1 in Ent scand Suppl 57 13 2000 The Choose the accepted taxon pop up box will open 4 Enter the name of the accepted name that you wish to attach the synonym to in the search bar at the top of the pop up box as you type matching entries will be filtered automatically and will be shown in the Matching items box beneath the search bar ED Choose the accepted taxon Use for wildcard or to see all entries Type the name of the bo accepted taxon here Matching items Borneomyia acanthophora Brake 2004 sec Brake Irina Milichiidae Matching entries wi I Borneomyia Brake 2004 sec Brake Irina Milichiidae b h h Borneomyia tigra Brake 2004 sec Brake Irina Milichiidae e snown nere Select Classification experimental Brake Irina Milichiidae Borneomyia acanthophora Brake 2004 sec Brake Irina Milichiidae 5 Select the desired accepted name by either a Point the mouse cursor to the desired accepted name and clicking the left mouse button twice or b Point the mouse cursor to the desired accepted name click the left mouse button once and then click the OK button EDIT User Manual for Taxonomic Editor Version 2 1 0 85 E European Distributed amp Institute of Taxon
103. xia angustifolia Common Name Dongtoh Thai Language Thai Area Co mon Name Dongtoh gt References gt Media 6 Save the changes by clicking on the Save icon A EDIT Taxonomic Editor General Edit Window Help lt CHi Taxon Navigator xe E m EBY My Classification 8 6 Adding a Species Description to a Taxon Record Add the descriptive data type of Description as described in section 8 4 above The Descriptive panel should look like this i HAS o ta Details 33 FA 4 Description Taxon description for Alyxia angustifolia Description Element Descripti R 4 Common Name Dongtoh Thai 4 Description No text provided WW As with several other descriptive data types available the description of a species is added as free text 1 Point the mouse cursor in the Details box the cursor will appear EDIT S66 Go User Manual for Taxonomic Editor Version 2 1 0 94 Distributed Institute of Taxonomy 2 Type in your species description this will appear automatically in the Descriptive panel For example Descriptive 23 D e o A Detais E m Description Taxon description for Alyxia angustifolia v Description Element Description a Common Name _ S Dongtoh Thai Climbers Branchlets weakly angled sparsely lanticellate 4 ci sparsely puberulent sometimes glabrescent Leaves in whorls rs of 3 5 petiol
104. xonomy 68 A Details 3 2 If you see this parsing status you gt Taxon A sec D E Middleton Revision of Alyxia Part 1 Asia and Malesia should check the Uninomial and Name A Specific Epithet fields Nomenclatural Reference v Nomenclatural Status wv otologu Type Designations gt Name Relationship gt Hybrid The name has problems A Riccar smth oe eres am gt A Details 23 b Taxon Alyxia sec D E Middleton Revision of Alyxia Part 1 Asia and Malesia If you see this parsing status you gt Name Alyxia should check the Rank field Nomenclatural Reference hd Nomenclatural Status SE Protologues wv Type Designations 7 Name Relationship gt Hybrid The name has problems Remember if there continues to be a parsing problem after you have checked that the correct data is stored in the correct data field the record can remain as it is you will not be forced to eliminate the parsing problem before the data can be saved 6 2 1 Rank The Parsing Status of the field may ask you to check the Rank data field If the rank is correct there is no need to take any action If the rank is incorrect you can change it using the drop down menu 1 Expand the Scientific Name menu using the arrow to the left of the menu Click within the Rank data field the field will be activated and a drop down menu arrow will appear at the right of the field 3 Click on the drop down me
105. yet operational therefore a user will be able to edit any datasource without using the username and password The new Datasource will appear in the Datasource panel C Name e 2E Database Nomenclatural Code L m UserA local H2 Database User A ICBN cdm Oca SPatetace cam ICZN The process to create new datasources can be repeated as many times as desired 2 11 Connecting to a Different Datasources The open Datasource is indicated by an open folder icon in the Datasource panel Type Database Nomenclatural Code H2 Database UserA ICBN H2 Database User B ICBN H2 Database cdm ICZN Ld diptera H2 Database diptera ICZN To open a different Datasource EDIT User Manual for Taxonomic Editor Version 2 1 0 18 EE furopean Distributed kd kd Institute of J Taxonomy 1 Click the right mouse button with the cursor pointing to the Datasource you wish to select 2 Click Connect C Name Server Type Database Nomenclatural Code lS UserA local H2 Database User A ICBN User B local H2 Database UserB ICBN LJ cdm local H2 Database cdm ICZN Ld diptera local H2 Database diptera ICZN The Confirm Datasource Change pop up box will open ED Confirm Datasource Change Do you really want to connect to this datasource User B CL ox DD conca _ 3 Click OK The Taxonomic Editor will restart with the selected Datasource open If you are opening a Datasource with a Nomenclatur

User Manual for Taxonomic Editor Version 4

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