Adding Taxa to your Classification using the General > New menu

As well as the above method, you can also access the New Taxon Node box via the General > New menu on the toolbar. However, using this method you may need to manually input the classification and the Parent Taxon (if any) of the taxon that you are inputting. If a classification is highlighted in the Taxon Navigator panel this is automatically selected as the classification.

1. Click on the General menu in the toolbar > New > Taxon:

   

   The New Taxon pop-up box will open.

2. Click the Browse button to the right of the Classification field:

   

   The "Choose a classification" pop-up box will open.

3. Enter a search term for the name of the Classification, for example the first letter of the name. As you type, matching taxonomic trees will be shown in the "Matching items" field below:

   

4. Click the name of the desired classification from the list in the "Matching items" field.
5. Click OK; the pop-up box will close and the name of the Classification will be shown in the Classification field:

   

   If appropriate, you can now choose a parent to attach the new taxon to in the exact same way:

6. Click the Browse button to the right of the Parent field:

   

   The "Select parent taxon" pop-up box will open.

7. Select classification from drop down at the bottom of the box.
8. Enter a search term for the name of the parent taxon, for example the first letter of the name. As you type, matching taxa from your selected Taxonomic Tree will be shown in the "Matching items" field below:

   

9. Click the name of the desired parent taxon from the list in the "Matching items" field.
10. Click OK; the pop-up box will close and the name of the parent taxon will be shown in the Parent field:

    

11. Click in the New Taxon field.
12. Enter the name of the taxon, including authorship if you wish.
13. Click the Finish button or press the Return button on the keyboard:

    

The new taxon record will appear in the Taxon Navigator panel and is saved automatically:

You can continue new taxa to any node in the classification in this way in order to build up your taxonomic treatment. To create and manage synonyms and other relationships, see Managing Taxonomic Relationships.

If you want to open the taxon record to view the parsing status of the information you have input (see Parsing Status Feedback) or add to or edit the record (see the following section), simply double-click the taxon name in the Taxon Navigator panel.