documentation:input:taxonomy
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| Both sides previous revisionPrevious revisionNext revision | Previous revision | ||
| documentation:input:taxonomy [2013/07/17 11:21] – [Editing an existing taxon] kmartinez_nhm | documentation:input:taxonomy [2014/03/18 13:00] (current) – armin_loeckher | ||
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| **__Recommendation: | **__Recommendation: | ||
| - | === Adding | + | === Adding |
| - | If your specimen is the type for a later synonymised | + | If your specimen is the type for a later synonymized |
| - | > Note: Only add a new herbarium | + | > Note: Only add an annotation |
| Line 117: | Line 117: | ||
| 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:// | + | {{ https:// |
| 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:// | + | {{ https:// |
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| Then type **rhiphaeus** in the **Species** field. As you can see from the drop-down list, the epithet // | Then type **rhiphaeus** in the **Species** field. As you can see from the drop-down list, the epithet // | ||
| - | {{ https:// | + | {{ https:// |
| 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:// | + | {{ https:// |
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| Start typing the author "Font Quer & | Start typing the author "Font Quer & | ||
| - | {{ https:// | + | {{ https:// |
| 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:// | + | {{ https:// |
| - | {{ https:// | + | {{ https:// |
| Finish by adding other information, | Finish by adding other information, | ||
| - | {{ https:// | + | {{ https:// |
| If your specimen does not include the accepted name on the herbarium sheet, you will need to add it on a label. (see [[documentation: | If your specimen does not include the accepted name on the herbarium sheet, you will need to add it on a label. (see [[documentation: | ||
| 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:// | + | {{ https:// |
| 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:// | + | {{ https:// |
| 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:// | + | {{ https:// |
| This opens a new **edit Species** form. \\ | This opens a new **edit Species** form. \\ | ||
| - | {{ https:// | + | {{ https:// |
| 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. // | 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. // | ||
| Line 192: | Line 192: | ||
| In our example // | In our example // | ||
| - | {{ https:// | + | {{ https:// |
| 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:// | + | {{ https:// |
| Start by entering // | Start by entering // | ||
| Line 202: | Line 202: | ||
| 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:// | + | {{ https:// |
| 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:// | + | {{ https:// |
| ---- | ---- | ||
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| Open a new **edit Species** form, enter the genus name (for example // | Open a new **edit Species** form, enter the genus name (for example // | ||
| - | {{ https:// | + | {{ https:// |
| 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:// | + | {{ https:// |
| 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, | 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, | ||
| - | {{ https:// | + | {{ https:// |
| 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:// | + | {{ https:// |
| 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:// | + | {{ https:// |
| ---- | ---- | ||
| Line 255: | Line 255: | ||
| === Taxonomy === | === Taxonomy === | ||
| + | * [[http:// | ||
| + | * [[http:// | ||
| + | * [[http:// | ||
| + | * [[http:// | ||
| + | * [[http:// | ||
| * [[http:// | * [[http:// | ||
| + | * [[http:// | ||
| * [[http:// | * [[http:// | ||
| - | * [[http:// | ||
| * [[http:// | * [[http:// | ||
| - | * [[http:// | ||
| - | * [[http:// | ||
| - | * [[http:// | ||
| - | * [[http:// | ||
| - | * [[http:// | ||
| === Literature online === | === Literature online === | ||
| + | * [[http:// | ||
| + | * [[http:// | ||
| * [[http:// | * [[http:// | ||
| + | * [[http:// | ||
| * [[http:// | * [[http:// | ||
| - | * [[http:// | ||
| - | * [[http:// | ||
| === Further useful links === | === Further useful links === | ||
| Line 279: | Line 280: | ||
| * [[http:// | * [[http:// | ||
| - | Pedro' | + | Pedro' |
| - | Karen´s diagram (Google docs)[[https:// | + | Karen´s diagram (Google docs)[[https:// |
| - | Name categories diagram (Google docs) [[https:// | + | Name categories diagram (Google docs) [[https:// |
| - | Captures of name categories diagram (Google docs) [[https:// | + | Captures of name categories diagram (Google docs) [[https:// |
| Line 292: | Line 293: | ||
| __**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 | + | Dealing with a lectotypified taxon consisting of several syntypes which are recently linked to different accepted taxa, you may have problems to print labels |
| - | In such a case you have to change | + | In such a case you have to temporarily |
| - | It is very important not to forget | + | Remember |
| ### mit Beispiel und vermutlich auch screenshots ###### | ### mit Beispiel und vermutlich auch screenshots ###### | ||
documentation/input/taxonomy.1374060075.txt.gz · Last modified: by kmartinez_nhm
