eu.etaxonomy.taxeditor.help/html/gettingstarted/bulk_editing_names.html

   1         <h3>Bulk Editing Names
   2         </h3>
   3         <p>
   4 The bulk editor allows multiple taxon records that share <strong>Names</strong>, <strong>Name Relationships</strong>,           <strong>References, Specimens and Observations,</strong> or <strong>Authors and Author Teams</strong> data to be edited. These data types are not
   5                 easily edited in the course of normal taxon editing and are frequently referenced (shared) in several places within a dataset, therefore they are
   6                 edited in a separate location.
   7         </p>
   8         <p>
   9                 In this example, we search for all the taxa within a Genus and change the Genus name.
  10         </p>
  11         <ol start="1" type="1">
  12                 <li>
  13                         In the Toolbar area, click on the Window menu &gt;Bulk Editor; a drop-down menu will appear.
  14                 </li>
  15                 <li>
  16                         Click the <strong>Name</strong> option.
  17                 </li>
  18         </ol>
  19         <p>
  20                 <img src="../img/6_5b.jpg"/>
  21         </p>
  22         <p>
  23                 You will notice that a new tab has opened in the Taxon name panel titled <strong>Name</strong>. The tab has a search bar at the top and a blank space
  24                 below which will display the results of your search.
  25         </p>
  26         <ol start="3" type="1">
  27                 <li>
  28                         Click in search box.
  29                 </li>
  30                 <li>
  31                         Enter a search term in the search box.
  32                 </li>
  33         </ol>
  34         <p>
  35                 To find multiple variations for the same name it is best to use a shortened version of the name with the &#8216;wildcard&#8217; icon, an asterisk (*).
  36                 The Taxonomic Editor will return all records that match the initial letters you have input but with no restrictions on the following characters (see
  37                 the example below).
  38         </p>
  39         <p>
  40                 Press <strong>Return</strong> on the keyboard or click on the <strong>Search</strong> button to run your search. A list of matching records will appear
  41                 beneath the search bar.
  42         </p>
  43         <p>
  44                 <img src="../img/6_5c.jpg"/>
  45         </p>
  46         <p>
  47                 You will also find that the <strong>Details Panel </strong>will display information regarding each entry in the search results when you double-click
  48                 its name within the list:
  49         </p>
  50         <p align="center">
  51                 <img src="../img/6_5d.jpg"/>
  52         </p>
  53         <p>
  54                 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
  55                 to the right:
  56         </p>
  57         <ol start="5" type="1">
  58                 <li>
  59                         Click on a taxon from the list in the Taxon Name panel; the taxon record will be activated in the Details panel as shown above.
  60                 </li>
  61                 <li>
  62                         Expand the Name menu by clicking the arrow icon to the left of the field label:
  63                 </li>
  64         </ol>
  65
  66         <img src="../img/6_5e.jpg"/>
  67         <ol start="7" type="1">
  68                 <li>
  69                         Click on <strong>Edit</strong>.
  70                 </li>
  71                 <li>
  72                         Edit the taxon name as desired, for example:
  73                 </li>
  74         </ol>
  75         <p>
  76                 <img src="../img/6_5g.jpg"/>
  77         </p>
  78         <ol start="9" type="1">
  79                 <li>
  80                         Click on Edit to finish.
  81                 </li>
  82                 <li>
  83                         Click the <strong>Save</strong> icon in the toolbar; the name will automatically be changed in the Taxon Names panel and in the Taxon Navigator:
  84                 </li>
  85         </ol>
  86         <p>
  87                 <img src="../img/6_5f.jpg"/>
  88         </p>
  89         <p>
  90                 You can now move down the list in the Taxon Names tab and edit all the names as described above.
  91         </p>