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

   1 <h2>Creating a New Taxonomic Classification with Reference Details</h2>
   2
   3 <p>When using the Taxonomic Editor for the first time, you will need to
   4         create a new Classification. This will create a root within the
   5         Classification panel to which all following taxa records will be
   6         anchored. You can create a new Classification via the <strong>General</strong> menu:</p>
   7
   8 <ol>
   9         <li>Click the <strong>General</strong> menu in the <strong>Toolbar</strong> > move the mouse to the <strong>New</strong>
  10                 option; a drop-down menu will appear > Click the <strong>Classification</strong> option:
  11
  12                 <p><img src="../img/5_1b.jpg" alt="" /></p>
  13
  14                 <p>Alternatively, you can access the New > Classification menu by clicking the right
  15                 mouse button with the mouse arrow pointing within the Taxon Navigator
  16                 panel.</p>
  17         </li>
  18         <li>Enter a label for the Classification. This could be the name of a
  19                 project or publication, for example:
  20
  21                 <p><img src="../img/5_1c.jpg" alt="" /></p>
  22
  23                 <p>You may enter reference details if you wish:</p>
  24         </li>
  25         <li>Click the <strong>Browse</strong> button to the right of the Reference field:
  26
  27                 <p><img src="../img/5_1d.jpg" alt="" /></p>
  28                 `
  29                 <p>A new pop-up box entitled <strong>"Choose a reference"</strong> will appear. The cursor
  30                 will appear in the search box by default. You can search here for a
  31                 reference that you already have within your database:</p>
  32         </li>
  33         <li>Type in the title of the reference; as you type, matching references
  34                 from within your database will be filtered and shown in the </strong>"Matching
  35                 items"</strong> box beneath the search box:
  36
  37                 <p><img src="../img/5_1e.jpg" alt="" /></p>
  38
  39                 <p>If you are creating a new database or do not have the required reference
  40                 already input, you can choose to create a new reference by clicking
  41                 the text at the bottom of the "Choose a reference" box:</p>
  42
  43                 <p><img src="../img/5_1f.jpg" alt="" /></p>
  44         </li>
  45         <li>The </strong>"Create reference"</strong> pop-up box will appear:
  46
  47                 <p><img src="../img/5_1g.jpg" alt="" /></p>
  48
  49                 <p>Choose a reference type from the drop-down menu:</p>
  50         </li>
  51         <li>Click on the arrow to the right of the Reference Type field; a
  52                 drop-down list will appear:
  53                 <p><img src="../img/5_1h.jpg" alt="" /></p>
  54
  55         </li>
  56         <li>Scroll down the list; there are several methods for doing this:
  57                 <ul>
  58                         <li>Use the mouse wheel if you have one;</li>
  59                         <li>Click and drag the position icon at the right hand side of the rop-down list;</li>
  60                         <li>Click the up and down arrows at the right hand side of the drop-down
  61                 list.</li>
  62                 </ul>
  63         </li>
  64         <li>Click the desired reference type; the drop-down list will close.
  65
  66                 <p>Alternatively to 6 and 7 above, type the first letter of the reference
  67                 type you wish to select whilst the reference type field is
  68                 highlighted. Matching options will be shown each time you press the
  69                 initial letter. Continue until the desired option is shown in the
  70                 reference type field.</p>
  71         </li>
  72         <li>Enter the title of the reference in the title field.</li>
  73         <li>To enter Author details click on browse existing.
  74
  75                 <p><img src="../img/5_1i.jpg" alt="" /></p>
  76         </li>
  77         <li>The <strong>"choose team"</strong> pop up box will appear. The cursor will appear in
  78                 the search box by default. You can search for an author or team of
  79                 authors that you already have within your database:
  80         </li>
  81         <li>Type in the name of the Author; as you type, matching authors from
  82                 within your database will be filtered down and shown in the <strong>"matching
  83                 items"</strong> box beneath the search box.
  84
  85                 <p><img src="../img/5_1j.jpg" alt="" /></p>
  86
  87                 <p>If you are creating a new database or do not have the required author
  88                 already input, you can choose to create a new author by clicking on
  89                 the text at the bottom of the <strong>"Choose Team"</strong> box.</p>
  90
  91                 <p><img src="../img/5_1k.jpg" alt="" /></p>
  92         </li>
  93         <li>The "New Entity pop-up box will appear
  94
  95                 <p><img src="../img/5_1l.jpg" alt="" /></p>
  96         </li>
  97         <li>Click on the + sign to add team member. A" person" field will then
  98                 appear.
  99         </li>
 100         <li>Click on the edit button
 101
 102                 <p><img src="../img/5_1m.jpg" alt="" /></p>
 103
 104         </li>
 105         <li>A â€˜new entityâ€™ free text box will pop-up. To enter a person (author)
 106                 click on the edit button. The fields will become white and can now be
 107                 edited.
 108
 109                 <p><img src="../img/5_1n.jpg" alt="" /></p>
 110         </li>
 111         <li>Enter author name and click on edit.
 112         </li>
 113         <li>Click finish.
 114
 115                 <p><img src="../img/5_1o.jpg" alt="" /></p>
 116
 117         </li>
 118         <li>The name will then automatically appear in the Choose a person pop-up
 119                 box.
 120         </li>
 121         <li>Select OK.
 122                 <p><img src="../img/5_1p.jpg" alt="" /></p>
 123         </li>
 124         <li>Click finish on new entity pop-up box. Or if there are multiple
 125                 authors repeat steps 14 to 21 to add additional people.
 126
 127                 <p><img src="../img/5_1q.jpg" alt="" /></p>
 128         </li>
 129         <li>Click OK in Choose Team pop-up box
 130
 131                 <p><img src="../img/5_1r.jpg" alt="" /></p>
 132         </li>
 133         <li>The author will now appear in the reference box.
 134                 <p><img src="../img/5_1s.jpg" alt="" /></p>
 135         </li>
 136         <li>Complete the rest of the free text boxes. Depending on the reference
 137                 type there may be other fields which need to be filled from the
 138                 database. The process will be the same as outlined above.
 139         </li>
 140         <li>Select Finish.
 141
 142                 <p><img src="../img/5_1t.jpg" alt="" /></p>
 143         </li>
 144         <li>Select OK in "Choose a Reference" pop-up box.
 145
 146                 <p><img src="../img/5_1u.jpg" alt="" /></p>
 147
 148         </li>
 149         <li>Click finish in New Classification pop-up
 150
 151                 <p><img src="../img/5_1v.jpg" alt="" /></p>
 152
 153         </li>
 154         <li>The name of your new Classification will appear in the Taxon
 155                 Navigator panel:
 156                 <p><img src="../img/5_1w.jpg" alt="" /></p>
 157         </li>
 158 </ol>
 159
 160
 161 <p>It is possible to have more than one Classification in your database.
 162         Simply create a new Classification using the method above. The
 163         classification will be listed in the Taxon Navigator panel
 164         simultaneously. Also note that the classification names are displayed
 165         in a lighter colour than the actual taxa names. You can use the arrows
 166         to the left of the taxonomic tree labels and the taxon nodes to show or
 167         hide the child taxon/taxa that are attached to that tree or taxon:</p>
 168
 169         <p><img src="../img/5_1x.jpg" alt="" /></p>
 170
 171
 172