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documentation:input:taxonomy [2013/07/17 11:17] – [Entering hybrids] kmartinez_nhmdocumentation:input:taxonomy [2014/03/18 13:00] (current) – armin_loeckher
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 Choose **Taxonomy** in the main **Menu** to open the **List Species** window: Choose **Taxonomy** in the main **Menu** to open the **List Species** window:
  
-{{ https://docs.google.com/drawings/d/1lH34WA01pcvliRDLKMCut24hwWEWziumOQYhyvN4sYI/pub?w=203&h=211&.png?203x211 }}+{{ https://docs.google.com/drawings/d/1lH34WA01pcvliRDLKMCut24hwWEWziumOQYhyvN4sYI/pub?w=203&h=211&.png?203x211 | nomenclature 1}}
  
  
-{{ https://docs.google.com/drawings/d/1XRO5xFJI0XR9v4hjBVYaTK8ORjq0DXYfGa_mkZCrUg8/pub?w=960&h=720&.png?700x800 }}+{{ https://docs.google.com/drawings/d/1XRO5xFJI0XR9v4hjBVYaTK8ORjq0DXYfGa_mkZCrUg8/pub?w=960&h=720&.png?700x800 | nomenclature 2}}
  
 The **List Species** window is used to search for taxa. You can search for a given **Family**, a **Genus** or **Species** by using the corresponding fields, whilst for other taxonomic levels (e. g. tribe, subspecies) the relevant category needs to be selected from the drop-down list under **Rank**. You can also limit the search results to accepted names, synonyms, illegitimate names and a variety of other taxonomic status with the drop-down list under **Status**.\\ \\  The **List Species** window is used to search for taxa. You can search for a given **Family**, a **Genus** or **Species** by using the corresponding fields, whilst for other taxonomic levels (e. g. tribe, subspecies) the relevant category needs to be selected from the drop-down list under **Rank**. You can also limit the search results to accepted names, synonyms, illegitimate names and a variety of other taxonomic status with the drop-down list under **Status**.\\ \\ 
 By combining search terms with wildcards, it is possible to generate taxon lists. For instance, to search for all species of Jurinea, type Jurinea in **Genus** and the wildcard % in **Species** or, alternatively, choose “everything” in **Status**. Note that by just leaving **Species** and **Status** blank, only the entry containing genus //Jurinea// will be returned in the search. To search for all accepted names by Boissier at the species level in the genus //Carduus//, type //Carduus// in **Genus**, the wildcard % in **Species**, select acc. in **Status**, species in **Rank** and type Boiss. in **Author**.  By combining search terms with wildcards, it is possible to generate taxon lists. For instance, to search for all species of Jurinea, type Jurinea in **Genus** and the wildcard % in **Species** or, alternatively, choose “everything” in **Status**. Note that by just leaving **Species** and **Status** blank, only the entry containing genus //Jurinea// will be returned in the search. To search for all accepted names by Boissier at the species level in the genus //Carduus//, type //Carduus// in **Genus**, the wildcard % in **Species**, select acc. in **Status**, species in **Rank** and type Boiss. in **Author**. 
  
-{{ https://docs.google.com/drawings/d/1E0cpTuGJ1BXaWx1MbHOX8vtPDh6syb-MjSUsUgnCcUg/pub?w=960&h=720&.png?700x800 }}+{{ https://docs.google.com/drawings/d/1E0cpTuGJ1BXaWx1MbHOX8vtPDh6syb-MjSUsUgnCcUg/pub?w=960&h=720&.png?700x800 | nomenclature 3}}
  
 Further combinations are possible. For instance, you can search for all //Carduus// species starting or ending in “s” by typing s% or %s, in **Species**.\\ Further combinations are possible. For instance, you can search for all //Carduus// species starting or ending in “s” by typing s% or %s, in **Species**.\\
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 By clicking a taxon in a search the **edit Species** window is accessed. Here the different attributes of the selected taxon (status, literature citation, synonyms, etc.) can be entered or modified. In the following section we will review the possibilities of **edit Species** using //Pinus abies// L. as an example.\\ By clicking a taxon in a search the **edit Species** window is accessed. Here the different attributes of the selected taxon (status, literature citation, synonyms, etc.) can be entered or modified. In the following section we will review the possibilities of **edit Species** using //Pinus abies// L. as an example.\\
  
-{{ https://docs.google.com/drawings/d/1oVFC7sRnimh5ZsnJgSZ8mq9jZ6RMGeXkY5Khmm9QEAA/pub?w=960&h=720&.png?960x720 }}+{{ https://docs.google.com/drawings/d/1oVFC7sRnimh5ZsnJgSZ8mq9jZ6RMGeXkY5Khmm9QEAA/pub?w=960&h=720&.png?960x720 | nomenclature 4}}
  
 By clicking //Pinus abies// in the **list Species** search page, we access the **edit Species** window for that entry. \\  By clicking //Pinus abies// in the **list Species** search page, we access the **edit Species** window for that entry. \\ 
  
-{{ https://docs.google.com/drawings/d/1NtYPQqqh9xD5wcMT7BW_fFHPCHkALqABmG7hULh74mc/pub?w=960&h=720&.png?960x720 }}+{{ https://docs.google.com/drawings/d/1NtYPQqqh9xD5wcMT7BW_fFHPCHkALqABmG7hULh74mc/pub?w=960&h=720&.png?960x720 | nomenclature 5}}
  
 After a brief look at the Plant List, we discover that //Pinus abies// L. is a synonym of //Picea abies// (L.) H. Karst., so some editing is needed. To enter the editing mode, press the **Edit** button at the bottom of the page. As a result, the **taxonID** field is displayed in light green. \\  After a brief look at the Plant List, we discover that //Pinus abies// L. is a synonym of //Picea abies// (L.) H. Karst., so some editing is needed. To enter the editing mode, press the **Edit** button at the bottom of the page. As a result, the **taxonID** field is displayed in light green. \\ 
  
-{{ https://docs.google.com/drawings/d/1XSjV6ISWFrrS2U-cAxjmCq0S2Xfsy_GesXz12ibs9ok/pub?w=960&h=720&.png?960x720 }}+{{ https://docs.google.com/drawings/d/1XSjV6ISWFrrS2U-cAxjmCq0S2Xfsy_GesXz12ibs9ok/pub?w=960&h=720&.png?960x720 | nomenclature 6}}
  
 Click the drop-down list **tax. Status** and select **syn**. \\  Click the drop-down list **tax. Status** and select **syn**. \\ 
  
-{{ https://docs.google.com/drawings/d/16oi243fndgH-cy9c5PBkXOBmcr4wOdMLo2IPABIL2m4/pub?w=960&h=720&.png?960x720 }}+{{ https://docs.google.com/drawings/d/16oi243fndgH-cy9c5PBkXOBmcr4wOdMLo2IPABIL2m4/pub?w=960&h=720&.png?960x720 | nomenclature 7}}
  
 Input //Picea abies// (L.) H. Karst. in the field **accepted Taxon**. This field is auto-completing and typing “pic ab” automatically displays the option //Picea abies// (L.) H. Karst. on your screen. You just need to click it to fill in the box. If no suggestions are displayed, the taxon is not yet in the database and you will need to enter it (see next section). \\  Input //Picea abies// (L.) H. Karst. in the field **accepted Taxon**. This field is auto-completing and typing “pic ab” automatically displays the option //Picea abies// (L.) H. Karst. on your screen. You just need to click it to fill in the box. If no suggestions are displayed, the taxon is not yet in the database and you will need to enter it (see next section). \\ 
  
-{{ https://docs.google.com/drawings/d/1_7RHI_LO5RA1GafKb6GOfOb9xwgHpFhcqg01qyV7RSM/pub?w=960&h=720&.png?960x720 }}+{{ https://docs.google.com/drawings/d/1_7RHI_LO5RA1GafKb6GOfOb9xwgHpFhcqg01qyV7RSM/pub?w=960&h=720&.png?960x720 | nomenclature 8}}
  
 Now you need to input the reference for the **accepted taxon**. Click **accepted Taxon** and the window **list Synonyms** will open. \\  Now you need to input the reference for the **accepted taxon**. Click **accepted Taxon** and the window **list Synonyms** will open. \\ 
  
-{{ https://docs.google.com/drawings/d/1qEBRjf4EztGC-c49Vk0JiR5AycWoyEXGZstt-QWWyeo/pub?w=951&h=571&.png?951x571 }}+{{ https://docs.google.com/drawings/d/1qEBRjf4EztGC-c49Vk0JiR5AycWoyEXGZstt-QWWyeo/pub?w=951&h=571&.png?951x571 | nomenclature 9}}
  
 Click **add new Line** and the window **edit Synonymy** opens. \\  Click **add new Line** and the window **edit Synonymy** opens. \\ 
  
-{{ https://docs.google.com/drawings/d/1TzOL_n98kfC5CdFUmz8d6l1CaNJt-BS9Dwa9cC_rdDM/pub?w=960&h=720&.png?960x720 }}+{{ https://docs.google.com/drawings/d/1TzOL_n98kfC5CdFUmz8d6l1CaNJt-BS9Dwa9cC_rdDM/pub?w=960&h=720&.png?960x720 | nomenclature 10}}
  
 Input the available information. In field **acc. taxon** type //Picea abies// and in **source**, select **service** and then the name of the online database where you checked, for instance **The Plant List (K and MO)** and the date in **Ref Date**. \\ Input the available information. In field **acc. taxon** type //Picea abies// and in **source**, select **service** and then the name of the online database where you checked, for instance **The Plant List (K and MO)** and the date in **Ref Date**. \\
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 Alternatively, you can use **person**, if the synonymy is unpublished and for instance provided by a reviser on a herbarium label. If a **literature** reference is available, then select literature and type the name of the author and also e.g. the year to reduce the provided list of references. If you cannot find your reference among them, you will need to input the reference (see the Literature section for further details). \\  Alternatively, you can use **person**, if the synonymy is unpublished and for instance provided by a reviser on a herbarium label. If a **literature** reference is available, then select literature and type the name of the author and also e.g. the year to reduce the provided list of references. If you cannot find your reference among them, you will need to input the reference (see the Literature section for further details). \\ 
  
-{{ https://docs.google.com/drawings/d/1PG_M1O9qLQymgt70vx0phv8DJP11KBYO9urDU-P0z4M/pub?w=960&h=720&.png?960x720 }}+{{ https://docs.google.com/drawings/d/1PG_M1O9qLQymgt70vx0phv8DJP11KBYO9urDU-P0z4M/pub?w=960&h=720&.png?960x720 | nomenclature 11}}
  
 Once finished, click the button Update to save changes. \\ Once finished, click the button Update to save changes. \\
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 Back in the **edit Species** page you can add literature references by clicking **edit Index** which opens the **list Index** window. \\ Back in the **edit Species** page you can add literature references by clicking **edit Index** which opens the **list Index** window. \\
  
-{{ https://docs.google.com/drawings/d/1n62H60IhbZC9wm9o4xbuei79f6iXmbl7LYnkxod_yko/pub?w=953&h=582&.png?953x582 }}+{{ https://docs.google.com/drawings/d/1n62H60IhbZC9wm9o4xbuei79f6iXmbl7LYnkxod_yko/pub?w=953&h=582&.png?953x582 | nomenclature 12}}
  
 Then click **add new Line** (for further details refer to [[documentation:input:literature|Literature]]). \\ Then click **add new Line** (for further details refer to [[documentation:input:literature|Literature]]). \\
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 Back to the **edit Species** window, it is also possible to include types and protologues. Clicking **edit Type**, opens the window **list Type**. \\  Back to the **edit Species** window, it is also possible to include types and protologues. Clicking **edit Type**, opens the window **list Type**. \\ 
  
-{{ https://docs.google.com/drawings/d/1X0gOQ_pFn3yjt9f51Y59UQhAdhOrAHXu8b-CFyNTS4o/pub?w=953&h=575&.png?953x575 }}+{{ https://docs.google.com/drawings/d/1X0gOQ_pFn3yjt9f51Y59UQhAdhOrAHXu8b-CFyNTS4o/pub?w=953&h=575&.png?953x575 | nomenclature 13}}
  
 By clicking add **new Line** you open the **edit Type** window, which should be filled in with the information extracted from the original publication (protologue). The field **annotations** should contain the //indicatio locotypica//. Use quotation marks for the original text of the protologue. You can use square brackets to add relevant information (like [nom. nud.]; or to add the collector, collection date etc. if it is not mentioned in the protologue but elsewhere in the text) or to omit irrelevant parts (for instance morphological descriptions [...]). \\  By clicking add **new Line** you open the **edit Type** window, which should be filled in with the information extracted from the original publication (protologue). The field **annotations** should contain the //indicatio locotypica//. Use quotation marks for the original text of the protologue. You can use square brackets to add relevant information (like [nom. nud.]; or to add the collector, collection date etc. if it is not mentioned in the protologue but elsewhere in the text) or to omit irrelevant parts (for instance morphological descriptions [...]). \\ 
  
-{{ https://docs.google.com/drawings/d/1YYrzIH1SThpT7sPQmOvd7GnOyBxkp9x_PN-_zZt9GEE/pub?w=767&h=718&.png?767x718 }}+{{ https://docs.google.com/drawings/d/1YYrzIH1SThpT7sPQmOvd7GnOyBxkp9x_PN-_zZt9GEE/pub?w=767&h=718&.png?767x718 | nomenclature 14}}
  
 You can check the changes in the **edit Species** form, after clicking **Reload**. \\  You can check the changes in the **edit Species** form, after clicking **Reload**. \\ 
  
-{{ https://docs.google.com/drawings/d/10xRHJw1K3SWOUzKlXCwhOs-KXOIU8yLD3VkphgGKFNg/pub?w=960&h=720&.png?960x720 }}+{{ https://docs.google.com/drawings/d/10xRHJw1K3SWOUzKlXCwhOs-KXOIU8yLD3VkphgGKFNg/pub?w=960&h=720&.png?960x720 | nomenclature 15}}
  
 === Linking a register with its basionym === === Linking a register with its basionym ===
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 Combinations and new names should always be linked with their basionyms. In the preceding example, //Picea abies// (L.) H. Karst. needs to be linked to its basionym, //Pinus abies// L. To access the **edit Species** form of //Picea abies//, click the **Link** button under its name in accepted Taxon. You can access the **edit Species** form of any taxon by filling the desired name in the **accepted Taxon** or **Basionym** fields (making sure you are not in editing mode). This will display a drop-down list where you can select the targeted name. Then by clicking **enter** on your keyboard the **Link** button will appear below the field. Click on it and the desired **edit Species** window will open. \\  Combinations and new names should always be linked with their basionyms. In the preceding example, //Picea abies// (L.) H. Karst. needs to be linked to its basionym, //Pinus abies// L. To access the **edit Species** form of //Picea abies//, click the **Link** button under its name in accepted Taxon. You can access the **edit Species** form of any taxon by filling the desired name in the **accepted Taxon** or **Basionym** fields (making sure you are not in editing mode). This will display a drop-down list where you can select the targeted name. Then by clicking **enter** on your keyboard the **Link** button will appear below the field. Click on it and the desired **edit Species** window will open. \\ 
  
-{{ https://docs.google.com/drawings/d/1oJC0xOyZiVhJEcLVlWtFqiAqC1ooccug_jL1Xz3Qnyo/pub?w=960&h=720&.png?960x720 }}+{{ https://docs.google.com/drawings/d/1oJC0xOyZiVhJEcLVlWtFqiAqC1ooccug_jL1Xz3Qnyo/pub?w=960&h=720&.png?960x720 | nomenclature 16}}
  
-{{ https://docs.google.com/drawings/d/1LNaa3BiB2aqgT-pvDI_UMqDNPyvAlQPGkOCSh5nn0mg/pub?w=960&h=720&.png?960x720 }}+{{ https://docs.google.com/drawings/d/1LNaa3BiB2aqgT-pvDI_UMqDNPyvAlQPGkOCSh5nn0mg/pub?w=960&h=720&.png?960x720 | nomenclature 17}}
  
 Now enter the editing mode and type the basionym name //Pinus abies// L. in the field **basionym**. \\  Now enter the editing mode and type the basionym name //Pinus abies// L. in the field **basionym**. \\ 
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 In order to check if the synonyms are correctly linked enter e. g. //Ranunculus ficaria// subsp. //bulbifer// (Marsden-J.) Lawalrée Willd. It is synonym of the accepted name //Ficaria verna// Huds. Now click on **list synonyms** and this window will open, where all the linked synonyms are listed below the accepted name: heterotypic synonyms – preceded by "=" – and homotypic ones – preceded by "≡".  In order to check if the synonyms are correctly linked enter e. g. //Ranunculus ficaria// subsp. //bulbifer// (Marsden-J.) Lawalrée Willd. It is synonym of the accepted name //Ficaria verna// Huds. Now click on **list synonyms** and this window will open, where all the linked synonyms are listed below the accepted name: heterotypic synonyms – preceded by "=" – and homotypic ones – preceded by "≡". 
  
-{{ https://docs.google.com/drawings/d/1E0xCkto1bsMOgcL8DDCGDeJfl4lkBG7XrgHivBWQIoU/pub?w=874&h=715&.png?874x715 }}+{{ https://docs.google.com/drawings/d/1E0xCkto1bsMOgcL8DDCGDeJfl4lkBG7XrgHivBWQIoU/pub?w=874&h=715&.png?874x715 | nomenclature 18}}
  
 **__Recommendation:__** \\ \\  **__Recommendation:__** \\ \\ 
  
-=== Adding annotations in new herbarium labels ===+=== Adding annotation labels ===
  
-If your specimen is the type for a later synonymised name, and the accepted name does not appear in the herbarium sheet, you will need to add an annotation on a herbarium label. Here you should include: (1) the information source (e.g. "fide TROPICOS" or "fide R. Govaerts & al. 2008. World checklist of Myrtaceae"); (2) the accepted name (e.g. ≡ //Picea abies// or = //Picea abies//, depending on whether the names are homotypic or heterotypic synonyms, respectively); and (3) the name and affiliation of the reviser, and the revision date (e. g. "annot. P. Escobar García (W) 2013-06"). \\ +If your specimen is the type for a later synonymized name, and the accepted name does not appear on the herbarium sheet, you will need to add an annotation label. Here you should include: (1) the information source (e.g. "fide TROPICOS" or "fide R. Govaerts & al. 2008. World checklist of Myrtaceae"); (2) the accepted name (e.g. ≡ //Picea abies// or = //Picea abies//, depending on whether the names are homotypic or heterotypic synonyms, respectively); and (3) the name and affiliation of the reviser, and the revision date (e. g. "annot. P. Escobar García (W) 2013-06"). \\ 
-> Note: Only add a new herbarium label for information that is completely different to that given on herbarium sheet such as: type status, basionym, accepted name, author(s). If there is only a slight divergence i.e. a missing "ex …" in the authorship there is no need for a new label).+> Note: Only add an annotation label for information that is completely different to that given on the herbarium sheet such as: type status, basionym, accepted name, author(s). If there is only a slight divergence i.e. a missing "ex …" in the authorship there is no need for a new label).
  
  
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 From the main **list Species** window click on **new entry**, to open a blank data entry form. Check to see if the name has already been entered by typing it in the fields **accepted Taxon** or **Basionym**. A drop-down list will appear showing the most similar names to your input, in alphabetical order. \\  From the main **list Species** window click on **new entry**, to open a blank data entry form. Check to see if the name has already been entered by typing it in the fields **accepted Taxon** or **Basionym**. A drop-down list will appear showing the most similar names to your input, in alphabetical order. \\ 
  
-{{ https://docs.google.com/drawings/d/13W9DBu7HlmAulL1mYC4PXfBdgPrxQJ_syfmxZul-itE/pub?w=960&h=720&.png?960x720 }}+{{ https://docs.google.com/drawings/d/13W9DBu7HlmAulL1mYC4PXfBdgPrxQJ_syfmxZul-itE/pub?w=960&h=720&.png?960x720 | nomenclature 19}}
  
 As you can see, //Phonus rhiphaeus// is not yet in the database. Start by typing //Phonus// in the field **Genus**, and selecting the appropriate name from the drop-down list. \\  As you can see, //Phonus rhiphaeus// is not yet in the database. Start by typing //Phonus// in the field **Genus**, and selecting the appropriate name from the drop-down list. \\ 
  
-{{ https://docs.google.com/drawings/d/14JpNKIdwb8vs2ZTwZZvZLY2XwMExxqLmjfHwJHV1aT8/pub?w=960&h=720&.png?960x720 }}+{{ https://docs.google.com/drawings/d/14JpNKIdwb8vs2ZTwZZvZLY2XwMExxqLmjfHwJHV1aT8/pub?w=960&h=720&.png?960x720 | nomenclature 20}}
  
  
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 Then type **rhiphaeus** in the **Species** field. As you can see from the drop-down list, the epithet //rhiphaeus// is not yet in the database. \\  Then type **rhiphaeus** in the **Species** field. As you can see from the drop-down list, the epithet //rhiphaeus// is not yet in the database. \\ 
  
-{{ https://docs.google.com/drawings/d/1MR2asvBkOEaTfURrh8AjiE_5OaWJlVTirE44cBRblOk/pub?w=960&h=720&.png?960x720 }}+{{ https://docs.google.com/drawings/d/1MR2asvBkOEaTfURrh8AjiE_5OaWJlVTirE44cBRblOk/pub?w=960&h=720&.png?960x720 | nomenclature 21}}
  
 To enter a new epithet, click on the **Species** field and the window **edit Epithet** will open. Type the new epithet and click **Insert**. Now you can select your new epithet from the drop-down list in the **Species** field. Please be very careful with the spelling and always check new epithets in a standard work. Take care not to introduce blank spaces after the last letter if you copy and paste! \\  To enter a new epithet, click on the **Species** field and the window **edit Epithet** will open. Type the new epithet and click **Insert**. Now you can select your new epithet from the drop-down list in the **Species** field. Please be very careful with the spelling and always check new epithets in a standard work. Take care not to introduce blank spaces after the last letter if you copy and paste! \\ 
  
-{{ https://docs.google.com/drawings/d/1fpG8vaHyCXG4fwLgsiDT28mwx10Ha69M1l9o-FodsXM/pub?w=960&h=720&.png?960x720 }}+{{ https://docs.google.com/drawings/d/1fpG8vaHyCXG4fwLgsiDT28mwx10Ha69M1l9o-FodsXM/pub?w=960&h=720&.png?960x720 | nomenclature 22}}
  
  
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 Start typing the author "Font Quer &..."; the desired combination (Font Quer & Pau) G. López does not appear in the drop-down list so you need to input the new author combination in the database. \\  Start typing the author "Font Quer &..."; the desired combination (Font Quer & Pau) G. López does not appear in the drop-down list so you need to input the new author combination in the database. \\ 
  
-{{ https://docs.google.com/drawings/d/1mgRCapHfYlM-eTlGx5aiL7juhwsh9UJ_Gy0_uUM3qj0/pub?w=960&h=720&.png?960x720 }}+{{ https://docs.google.com/drawings/d/1mgRCapHfYlM-eTlGx5aiL7juhwsh9UJ_Gy0_uUM3qj0/pub?w=960&h=720&.png?960x720 | nomenclature 23}}
  
 To add a new authorship click on the field **Author** to open th **edit Author** window. Type the new authorship in **Author** and click **Insert**. Now you can select it from the drop-down list. Abbreviations of author names generally follow Brummit & Powell (1992), and are available at the online database ipni.org. Note that only the clickable, underlined author names follow the standardized form. You can include them in our database after adding blank spaces after the initials (e. g. „B.Bremer“ should become „B. Bremer“). Before entering a new complex authorship check separately for the correct standard form of each author’s name. The field **Author** can be filled either with a complex authorship or a single author’s name. In the latter case, you have to fill the **Brummit** field with the complete name and further relevant information such as dates of birth and death. \\  To add a new authorship click on the field **Author** to open th **edit Author** window. Type the new authorship in **Author** and click **Insert**. Now you can select it from the drop-down list. Abbreviations of author names generally follow Brummit & Powell (1992), and are available at the online database ipni.org. Note that only the clickable, underlined author names follow the standardized form. You can include them in our database after adding blank spaces after the initials (e. g. „B.Bremer“ should become „B. Bremer“). Before entering a new complex authorship check separately for the correct standard form of each author’s name. The field **Author** can be filled either with a complex authorship or a single author’s name. In the latter case, you have to fill the **Brummit** field with the complete name and further relevant information such as dates of birth and death. \\ 
  
-{{ https://docs.google.com/drawings/d/1HPHpaWx4JNPdtgC9QjT-5hQCS0UR8thMtpIzRSy-E9U/pub?w=960&h=720&.png?960x720 }}+{{ https://docs.google.com/drawings/d/1HPHpaWx4JNPdtgC9QjT-5hQCS0UR8thMtpIzRSy-E9U/pub?w=960&h=720&.png?960x720 | nomenclature 24}}
  
-{{ https://docs.google.com/drawings/d/1HXFvy7YEfJt8i_HvuzqzRhaMWBd3k40di4e-2FzJMxI/pub?w=497&h=299&.png?497x299 }}+{{ https://docs.google.com/drawings/d/1HXFvy7YEfJt8i_HvuzqzRhaMWBd3k40di4e-2FzJMxI/pub?w=497&h=299&.png?497x299 | nomenclature 25}}
  
 Finish by adding other information, such as the **Basionym**, **accepted Taxon**, etc. Link the names to their basionyms as explained[[documentation:input:taxonomy:#Linking a register with its basionym | here]]. Finish by adding other information, such as the **Basionym**, **accepted Taxon**, etc. Link the names to their basionyms as explained[[documentation:input:taxonomy:#Linking a register with its basionym | here]].
  
-{{ https://docs.google.com/drawings/d/1UoDtHCMWwYWCp8Wi86Ij2IW5FFM6-iPEAKQGsbIjH5k/pub?w=960&h=720&.png?960x720 }}+{{ https://docs.google.com/drawings/d/1UoDtHCMWwYWCp8Wi86Ij2IW5FFM6-iPEAKQGsbIjH5k/pub?w=960&h=720&.png?960x720 | nomenclature 26}}
  
 If your specimen does not include the accepted name on the herbarium sheet, you will need to add it on a label. (see [[documentation:input:taxonomy:#Adding annotations in new herbarium tags|Taxonomy - Adding Annotations]]). \\  If your specimen does not include the accepted name on the herbarium sheet, you will need to add it on a label. (see [[documentation:input:taxonomy:#Adding annotations in new herbarium tags|Taxonomy - Adding Annotations]]). \\ 
Line 160: Line 160:
 First, enter the //Pinus abies// L. **edit Species** form by searching in **list Species** or as already explained in the previous section. \\  First, enter the //Pinus abies// L. **edit Species** form by searching in **list Species** or as already explained in the previous section. \\ 
  
-{{ https://docs.google.com/drawings/d/1H5psrRWfh5X8ZSwYXm6i_ruIAR6FrxRcFP7O8g_8KzM/pub?w=904&h=714&.png?904x714 }}+{{ https://docs.google.com/drawings/d/1H5psrRWfh5X8ZSwYXm6i_ruIAR6FrxRcFP7O8g_8KzM/pub?w=904&h=714&.png?904x714 | nomenclature 27}}
  
 Then click **New & Copy** at the bottom of the **edit Species** form. Edit the required fields, in our case **Author** and **accepted Taxon**. \\  Then click **New & Copy** at the bottom of the **edit Species** form. Edit the required fields, in our case **Author** and **accepted Taxon**. \\ 
  
-{{ https://docs.google.com/drawings/d/1aDjGC_E9JlrJeK3kq2xt3m-LvI4badIW5TqEq82JcUk/pub?w=960&h=720&.png?960x720 }}+{{ https://docs.google.com/drawings/d/1aDjGC_E9JlrJeK3kq2xt3m-LvI4badIW5TqEq82JcUk/pub?w=960&h=720&.png?960x720 | nomenclature 28}}
  
 Click **Insert**. \\ Click **Insert**. \\
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 Start by selecting **Taxonomy** in the main menu and then clicking **new entry** in the **list Species** form. \\  Start by selecting **Taxonomy** in the main menu and then clicking **new entry** in the **list Species** form. \\ 
  
-{{ https://docs.google.com/drawings/d/10jbaWNwISdzyg0l6Y4h_HOtvh0vO-Q31snNpSYGY6Mw/pub?w=970&h=336&.png?970x336 }}+{{ https://docs.google.com/drawings/d/10jbaWNwISdzyg0l6Y4h_HOtvh0vO-Q31snNpSYGY6Mw/pub?w=970&h=336&.png?970x336 | nomenclature 29}}
  
 This opens a new **edit Species** form. \\  This opens a new **edit Species** form. \\ 
  
-{{ https://docs.google.com/drawings/d/14JDZJQjwkQXxvky7ruKYuqz9YB-Xa4ype_a5c0GxSVw/pub?w=924&h=714&.png?924x714 }}+{{ https://docs.google.com/drawings/d/14JDZJQjwkQXxvky7ruKYuqz9YB-Xa4ype_a5c0GxSVw/pub?w=924&h=714&.png?924x714 | nomenclature 30}}
  
 Make sure that the genus is not yet entered in the database, paying special attention to the existence of possible orthographic variants. Write the new genus (e. g. //Razafimandimbisonia//) in the **Genus** field and a drop-down list will display the genera already present in the database with their corresponding authors, families and identity numbers. Please note the possible existence of homonymous genera in the database. Always ay attention the author and family! \\  Make sure that the genus is not yet entered in the database, paying special attention to the existence of possible orthographic variants. Write the new genus (e. g. //Razafimandimbisonia//) in the **Genus** field and a drop-down list will display the genera already present in the database with their corresponding authors, families and identity numbers. Please note the possible existence of homonymous genera in the database. Always ay attention the author and family! \\ 
Line 192: Line 192:
 In our example //Razafimandimbisonia// is not yet entered in the database. \\  In our example //Razafimandimbisonia// is not yet entered in the database. \\ 
  
-{{ https://docs.google.com/drawings/d/1Vg6CBndaVzL9lSD5a9vyFTz3REoY3Mom11BCPgYAl9A/pub?w=800&h=710&.png?800x710 }}+{{ https://docs.google.com/drawings/d/1Vg6CBndaVzL9lSD5a9vyFTz3REoY3Mom11BCPgYAl9A/pub?w=800&h=710&.png?800x710 | nomenclature 31}}
  
 Open the **edit Genera** window by clicking **Genus** in the new **edit Species** window. \\  Open the **edit Genera** window by clicking **Genus** in the new **edit Species** window. \\ 
  
-{{ https://docs.google.com/drawings/d/1q6hQEMeCw8Vr6X4Eib8Y8ztO-jce2HIUxWfhAeEhhwo/pub?w=763&h=719&.png?763x719 }}+{{ https://docs.google.com/drawings/d/1q6hQEMeCw8Vr6X4Eib8Y8ztO-jce2HIUxWfhAeEhhwo/pub?w=763&h=719&.png?763x719 | nomenclature 32}}
  
 Start by entering //Razafimandimbisonia// in the **Genus** field (there is no drop-down list here), then the author in the **Author** field. Choose family using the **Family** field. Check always for the genus name in Index Nominum Genericorum [[http://botany.si.edu/ing/|ING]]. If the genus you want to enter is not there this should be noted in the **Remarks** field. Add a type species if known. Start by entering //Razafimandimbisonia// in the **Genus** field (there is no drop-down list here), then the author in the **Author** field. Choose family using the **Family** field. Check always for the genus name in Index Nominum Genericorum [[http://botany.si.edu/ing/|ING]]. If the genus you want to enter is not there this should be noted in the **Remarks** field. Add a type species if known.
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 Click **Insert** when you are ready, making sure that everything is correct as the fields will no longer be editable after. The **edit Genera** window will close. \\  Click **Insert** when you are ready, making sure that everything is correct as the fields will no longer be editable after. The **edit Genera** window will close. \\ 
  
-{{ https://docs.google.com/drawings/d/1BzVFvUsVNdGPBFIFUGVDB4p-r2VIDJqksUusYaaAY1o/pub?w=782&h=722&.png?782x722 }}+{{ https://docs.google.com/drawings/d/1BzVFvUsVNdGPBFIFUGVDB4p-r2VIDJqksUusYaaAY1o/pub?w=782&h=722&.png?782x722 | nomenclature 33}}
  
 Now back in the **edit Species** form enter the author(s) in the **Author** field and choose genus in Rank. Then press the **Insert** button. \\  Now back in the **edit Species** form enter the author(s) in the **Author** field and choose genus in Rank. Then press the **Insert** button. \\ 
  
-{{ https://docs.google.com/drawings/d/15UWO-2P9X0ActwNlnI-o0IUMzNyS1yFMJat2X18TEJ0/pub?w=787&h=723&.png?787x723 }}+{{ https://docs.google.com/drawings/d/15UWO-2P9X0ActwNlnI-o0IUMzNyS1yFMJat2X18TEJ0/pub?w=787&h=723&.png?787x723 | nomenclature 34}}
  
 ---- ----
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 Open a new **edit Species** form, enter the genus name (for example //Potamogeton//) and choose **Genus** in the **Rank** field. Then choose **x** in the **tax. Status** field. Then click **Insert**. This makes the field **tax. Status** change into **parents**. By clicking on the **parents** button, you can enter the parental species. Save changes by clicking **Insert** when finished. The hybrid formula will appear on top line of the **edit Species** page, besides the taxonID and change the **Rank** field to **species**. \\  Open a new **edit Species** form, enter the genus name (for example //Potamogeton//) and choose **Genus** in the **Rank** field. Then choose **x** in the **tax. Status** field. Then click **Insert**. This makes the field **tax. Status** change into **parents**. By clicking on the **parents** button, you can enter the parental species. Save changes by clicking **Insert** when finished. The hybrid formula will appear on top line of the **edit Species** page, besides the taxonID and change the **Rank** field to **species**. \\ 
  
-{{ https://docs.google.com/drawings/d/1mKnebC_PfsEVNxTf_YjH_ksUzJF9GBp0ZxBWXNywt6Y/pub?w=856&h=675&.png?856x675 | nomenclature 35}} +{{ https://docs.google.com/drawings/d/1mKnebC_PfsEVNxTf_YjH_ksUzJF9GBp0ZxBWXNywt6Y/pub?w=856&h=675&.png?856x675 | nomenclature 35 "Because **** you thats why":oP }} 
  
 Hybrid formulas appear only as a genus name in the drop-down lists of the **accepted Taxon** or **Basionym** fields (each with its own ID number). To search for hybrid formulas go to the **list Species** form, input the relevant genus name and select **x** in **Status**. \\  Hybrid formulas appear only as a genus name in the drop-down lists of the **accepted Taxon** or **Basionym** fields (each with its own ID number). To search for hybrid formulas go to the **list Species** form, input the relevant genus name and select **x** in **Status**. \\ 
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 Information regarding types and typification should be entered in the database at two levels: **Specimens** and **Taxonomy**. In the **edit Specimens** form the **T** field allows you to choose the kind of type from a drop-down list (holo-, isolecto-, syn-, etc.). The field **typified by** should be filled in with the information available on the researcher who typified the voucher. Enter the researcher´s name, their herbarium or institutional acronym in brackets [e.g. (M) for Munich] and the date of the typification [e.g. S. Zarre (M) 1994]. \\  Information regarding types and typification should be entered in the database at two levels: **Specimens** and **Taxonomy**. In the **edit Specimens** form the **T** field allows you to choose the kind of type from a drop-down list (holo-, isolecto-, syn-, etc.). The field **typified by** should be filled in with the information available on the researcher who typified the voucher. Enter the researcher´s name, their herbarium or institutional acronym in brackets [e.g. (M) for Munich] and the date of the typification [e.g. S. Zarre (M) 1994]. \\ 
  
-{{ https://docs.google.com/drawings/d/1tnFDzmYLqAJg4Jb0A27ijqYl6AusdJc9_uP8qqQg1s8/pub?w=735&h=719&.png?735x719 }}+{{ https://docs.google.com/drawings/d/1tnFDzmYLqAJg4Jb0A27ijqYl6AusdJc9_uP8qqQg1s8/pub?w=735&h=719&.png?735x719 | nomenclature 37}}
  
 Clicking on **T** opens the **list Specimens Types** window. Here, you should enter the names a given specimen is the type for. Click **add new line** to start inputting information and a second window **edit Specimens Types** will open. Enter the basionym in **taxon** (here only basionyms are correct), the kind of type in **type**, the reviser with institution acronym in **typified by** and date if available in **date**. Any further information can be added in **annotations** [e. g. information about lectotypification (please add the reference), divergent opinions about the typifications, etc.]. Click **Insert** to save and close the **list Specimens Types** window. \\  Clicking on **T** opens the **list Specimens Types** window. Here, you should enter the names a given specimen is the type for. Click **add new line** to start inputting information and a second window **edit Specimens Types** will open. Enter the basionym in **taxon** (here only basionyms are correct), the kind of type in **type**, the reviser with institution acronym in **typified by** and date if available in **date**. Any further information can be added in **annotations** [e. g. information about lectotypification (please add the reference), divergent opinions about the typifications, etc.]. Click **Insert** to save and close the **list Specimens Types** window. \\ 
  
-{{ https://docs.google.com/drawings/d/1SVs82k9rwEwiW2fIcN-xEvQHXBvXWGNwMzL347x2HbM/pub?w=959&h=561&.png?959x561 }}+{{ https://docs.google.com/drawings/d/1SVs82k9rwEwiW2fIcN-xEvQHXBvXWGNwMzL347x2HbM/pub?w=959&h=561&.png?959x561 | nomenclature 38}}
  
 Note that a given specimen can be the type of more than one name, or that different revisers may hold conflicting or complementary opinions. In this case, use **add new line** to enter further typifications as explained before. If a certain species is type for a genus, you need to add this information to the type specimen. \\  Note that a given specimen can be the type of more than one name, or that different revisers may hold conflicting or complementary opinions. In this case, use **add new line** to enter further typifications as explained before. If a certain species is type for a genus, you need to add this information to the type specimen. \\ 
  
-{{ https://docs.google.com/drawings/d/1lZP26cha3mMqhQTxD4aPrsz6lgku7VGIFZX6tmaBKH4/pub?w=955&h=317&.png?955x317 }}+{{ https://docs.google.com/drawings/d/1lZP26cha3mMqhQTxD4aPrsz6lgku7VGIFZX6tmaBKH4/pub?w=955&h=317&.png?955x317 | nomenclature 39}}
  
 Above the **Genus** field there is the **type specimens** button, which allows you to check the typification entries for the relevant taxon. This opens the **list Specimens** window, which displays the typified name (basionym) on the top with all the entered specimens listed under their accepted names. The **specimens** button takes you to the main **list Specimens** window where you will see all the specimens entered under the name, including those that are not types for that name. The number in brackets next to each button indicates the number of entries in each case.\\  Above the **Genus** field there is the **type specimens** button, which allows you to check the typification entries for the relevant taxon. This opens the **list Specimens** window, which displays the typified name (basionym) on the top with all the entered specimens listed under their accepted names. The **specimens** button takes you to the main **list Specimens** window where you will see all the specimens entered under the name, including those that are not types for that name. The number in brackets next to each button indicates the number of entries in each case.\\ 
  
-{{ https://docs.google.com/drawings/d/1vanQeZs59TeF2ufNqWKPNm6t5J2A-DpAdDR1pghoBXs/pub?w=960&h=720&.png?960x720 }}+{{ https://docs.google.com/drawings/d/1vanQeZs59TeF2ufNqWKPNm6t5J2A-DpAdDR1pghoBXs/pub?w=960&h=720&.png?960x720 | nomenclature 40}}
  
 ---- ----
Line 255: Line 255:
 === Taxonomy ===  === Taxonomy === 
  
 +  * [[http://www.anbg.gov.au/cgi-bin/apni|APNI]]: The Australian Plant Name Index of Australian Plant Census (CHAH).
 +  * [[http://ww2.bgbm.org/EuroPlusMed/query.asp|Euro+Med]]: Taxonomic and floristic information from the Flora Europaea and Med-Checklist areas.
 +  * [[http://http://www.ildis.org/|ILDIS]]: The International Legume Database & Information Service.
 +  * [[http://botany.si.edu/ing/|ING]]: The Index Nominum Genericorum, a compilation of generic names published for organisms.
 +  * [[http://www.ipni.org/ipni/plantnamesearchpage.do|IPNI]]: The International Plant Names Index, a database of names and associated basic bibliographical details.
   * [[http://www.theplantlist.org/|The Plant List]]: Kew’s working list of all known vascular plants.   * [[http://www.theplantlist.org/|The Plant List]]: Kew’s working list of all known vascular plants.
 +  * [[http://http://compositae.landcareresearch.co.nz/|TICA]]: The Global Compositae Checklist.
   * [[http://www.tropicos.org/|TROPICOS]]: Missouri Botanical Garden’s database of nomenclature, bibliography and specimens.   * [[http://www.tropicos.org/|TROPICOS]]: Missouri Botanical Garden’s database of nomenclature, bibliography and specimens.
-  * [[http://www.ipni.org/ipni/plantnamesearchpage.do|IPNI]]: The International Plant Names Index, a database of names and associated basic bibliographical details. 
   * [[http://apps.kew.org/wcsp/home.do|WCSP]]: The World Checklist of Selected Plant Families.   * [[http://apps.kew.org/wcsp/home.do|WCSP]]: The World Checklist of Selected Plant Families.
-  * [[http://ww2.bgbm.org/EuroPlusMed/query.asp|Euro+Med]]: Taxonomic and floristic information from the Flora Europaea and Med-Checklist areas.  
-  * [[http://http://compositae.landcareresearch.co.nz/|TICA]]: The Global Compositae Checklist. 
-  * [[http://http://www.ildis.org/|ILDIS]]: The International Legume Database & Information Service. 
-  * [[http://botany.si.edu/ing/|ING]]: The Index Nominum Genericorum, a compilation of generic names published for organisms. 
-  * [[http://www.anbg.gov.au/cgi-bin/apni|APNI]]: The Australian Plant Name Index of Australian Plant Census (CHAH). 
  
 === Literature online === === Literature online ===
  
 +  * [[http://www.biodiversitylibrary.org/|BHL]]: The Biodiversity Heritage Library.
 +  * [[http://bibdigital.rjb.csic.es/ing/index.php|Biblioteca digital]]: The digital library of the Madrid Botanical Garden.
   * [[http://gallica.bnf.fr/?lang=DE|GALLICA]]: The digital library of the Bibliothèque Nationale de France.   * [[http://gallica.bnf.fr/?lang=DE|GALLICA]]: The digital library of the Bibliothèque Nationale de France.
 +  * [[http://archive.org/details/texts|Internet Archive]]: A non-profit organisation providing a vast permanant digital library.
   * [[http://www.digitale-sammlungen.de/|MDZ]]: The digital library of the Bavarian State Library.   * [[http://www.digitale-sammlungen.de/|MDZ]]: The digital library of the Bavarian State Library.
-  * [[http://www.biodiversitylibrary.org/|BHL]]: The Biodiversity Heritage Library. 
-  * [[http://bibdigital.rjb.csic.es/ing/index.php|Biblioteca digital]]: The digital library of the Madrid Botanical Garden.  
  
 === Further useful links === === Further useful links ===
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   * [[http://www.iapt-taxon.org/icbn/main.htm| The Appendix III (NOMINA GENERICA CONSERVANDA ET REJICIENDA) of Vienna Code]].   * [[http://www.iapt-taxon.org/icbn/main.htm| The Appendix III (NOMINA GENERICA CONSERVANDA ET REJICIENDA) of Vienna Code]].
  
-Pedro's diagram (Google docs) [[https://docs.google.com/drawings/d/1e3ps2m_nZvAe0oa9B_q1ydXrm60WyNJnasCQm7XwnX4/edit|type categories]]. \\ +Pedro's diagram (Google docs) [[https://docs.google.com/drawings/d/1e3ps2m_nZvAe0oa9B_q1ydXrm60WyNJnasCQm7XwnX4/edit?usp=sharing|type categories]]. \\ 
  
-Karen´s diagram (Google docs)[[https://docs.google.com/drawings/d/1oWqASw_DmBt3zcUisGl2gPVRhErh1l_WzAeJ4_nkH1s/edit|specimen typification]]. \\ +Karen´s diagram (Google docs)[[https://docs.google.com/drawings/d/1oWqASw_DmBt3zcUisGl2gPVRhErh1l_WzAeJ4_nkH1s/edit?usp=sharing|specimen typification]]. \\ 
  
-Name categories diagram (Google docs) [[https://docs.google.com/drawings/d/10VtnxORj0ALVmSeHMnXPsJYS2abbSCPf2i8a4vkesRQ/edit|Name categories diagram]]. \\ +Name categories diagram (Google docs) [[https://docs.google.com/drawings/d/10VtnxORj0ALVmSeHMnXPsJYS2abbSCPf2i8a4vkesRQ/edit?usp=sharing|Name categories diagram]]. \\ 
  
-Captures of name categories diagram (Google docs) [[https://docs.google.com/document/d/1lvuavOx3jp_3oux9wQeKNtHFAPxAuaYejUD3kfCHfxg/edit|Captures of name categories diagram]]. \\ \\ +Captures of name categories diagram (Google docs) [[https://docs.google.com/document/d/1lvuavOx3jp_3oux9wQeKNtHFAPxAuaYejUD3kfCHfxg/edit?usp=sharing|Captures of name categories diagram]]. \\ \\ 
  
  
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 __**Case 1**__ \\  __**Case 1**__ \\ 
  
-Dealing with a lectotypified taxon consisting of several syntypes which are recently linked to different accepted taxa you might have problems to print labels from those syntypes not linked to the lectotype. The accepted taxon on the printed labels will always be that of the lectotypified specimen independent of the syntypes. \\  +Dealing with a lectotypified taxon consisting of several syntypes which are recently linked to different accepted taxa, you may have problems to print labels for the syntypes. The accepted taxon on the printed labels will always be that of the lectotypified specimen independent of the syntypes. \\  
-In such a case you have to change temporarily the accepted taxon on the **edit species** page in **accepted taxon** to be correctly linked to that syntype which you need and is not the lectotype. After safing your changes you can print the labels. +In such a case you have to temporarily change the accepted taxon on the **edit species** page in **accepted taxon** to the name which you need to appear on the label. After saving your changes, you can print the labels. 
-It is very important not to forget to change back again the name of the accepted taxon to that one of the lectotypified syntype.+Remember to change the accepted taxon back to that of the lectotypified syntype.
 ### mit Beispiel und vermutlich auch screenshots ###### ### mit Beispiel und vermutlich auch screenshots ######
  
documentation/input/taxonomy.1374059850.txt.gz · Last modified: by kmartinez_nhm