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 [name / 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 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!