• Table of contents
• Non-functional
• Functional
  • High level (too UI-centered?)
  • Author
  • Reference
  • Concept relation
  • Distribution
  • Fact
  • Status / taxonomic inclusion
  • Name fact
  • Name relation
  • Name
  • Search
  • Type / type designation
• Actors
  • Structured Descriptions

The requirements for a TaxonomicEditor based on the EclipseRichClient platform.

Also see PlatformUseCases for an outline of different projects using this editor.

Non-functional¶

Functional¶

Following is a summary of the functionality of the existing Berlin Model Web Editor.

_Add “view / taxon / etc.”, “Login” use cases?

These are currently features, i.e. not actor-centered

NEXT STEP: describe steps in high level use cases, try to incorporate all use cases below

_

High level (too UI-centered?)¶

• Add / edit name

• Add / remove taxon / name relation

• Add / edit / remove taxon / name fact

• Search name

• Add taxon to tree

• Move taxon in tree

• Remove taxon from tree

• Navigate tree

Author¶

• Create author

• Change author

• Delete author (Board only)

• Is distinction between structured and free author team creation too much detail at this point? And will these be the same with autocomplete, as-you-go parsing?

• Create author team (i.e. 1+ authors) by concatenating authors

• Create author team as string

• Change author team by editing list of authors

• Change author team string

• Delete author team (Board only)

• Associate an author team with a name

• Change a name’s author team

• Delete a name’s author team

Reference¶

• Create bibliographic reference (see remarks on author team re: autocomplete, parsing)

• Create nomenclatural reference (see remarks on author team re: autocomplete, parsing)

• Edit a bibliographic reference (Board only)

• Edit a nomenclatural reference (Board only)

• Delete a bibliographic reference (Board only)

• Delete a nomenclatural reference (Board only)

• Associate bibliographic reference with a taxonomic entity

• Associate nomenclatural reference with a name

• Change a taxonomic entity’s bibliographic reference

• Delete a taxonomic entity’s bibliographic reference

• Change a name’s nomenclatural reference

• Delete a name’s nomenclatural reference

Concept relation¶

• Create a concept relation between taxa

• Delete a concept relation

Distribution¶

• Distribution …

Fact¶

• Create fact

• Change fact

• Delete fact

Will these two ever take place outside the context of moving a taxon?

• Move fact to another taxon

• Move all of a taxon’s facts

Status / taxonomic inclusion¶

Or should this all be under “taxon”?

• Create “included in” relation

• Remove “included in” relation

_The following are the only complex use cases, i.e. multi-step, multi-integrity

Mapping them out in detail will show exactly what the UI needs to do_

• Move a taxon to another taxonomic tree

• De-activate a taxon, moving its taxonomic data to another taxon

• Move synonym to another taxon

• Move all of a taxon’s synonyms to another taxon

• Move fact to another taxon

• Move all of a taxon’s facts to another taxon

• Remove a taxon from its taxonomic tree

• Set synonyms belonging to an inactive taxon to “unresolved” (?)

• Deactivate taxon (confirm w/ Eckhard that this is a relatively frequent occurrence?)

• Reactivate taxon

How will these two appear in the UI?

• Turn a synonym into an accepted name

• Turn an accepted name into a synonym

Name fact¶

• Create name fact

• Change name fact

• Delete name fact

Name relation¶

• Create basionym relation

• Remove basionym relation

• Create homonym relation

• Remove homonym relation

• Change homonymy

• Create hybrid parent

• Create hybrid formula

• Change / delete hybrid parent

• Change / delete hybrid formula

• Create a pro parte synonym relation

• Create misapplied name relation

• Remove misapplied name relation

• Create orthographic variant relation

• Remove orthographic variant relation

Name¶

• Create name

• Edit name

• Create parent relation

• Create nomenclatural status

• Remove nomenclatural status

• Create synonym relation

• Change synonymy type

• Remove synonym relation

• Qualify taxon’s accepted status with “doubtful”

• Remove all synonym relations from an accepted taxon

• Edit notes for a taxon / relation / name

• Edit a taxon’s name phrase

Search¶

• Search author team (replaced by autocomplete?)

• Search name (=~ search taxon)

• Search reference (replaced by autocomplete?)

Type / type designation¶

• Create type relation

• Remove type relation

• Create type designation

• Change/delete type designation

• Set type to “type not designated”

Actors¶

Taxonomist

Can execute all system functions except those which involve deleting data that exists independent of a taxon, i.e. name, reference, and author team.

“Board”

Can execute all system functions including those which involve deleting data that exists independent of a taxon, i.e. name, reference, and author team.

Structured Descriptions¶

initially not covered!