Creating a New Taxonomic Classification with Reference Details
When using the Taxonomic Editor for the first time, you will need to
create a new Classification. This will create a root within the
Classification panel to which all following taxa records will be
anchored. You can create a new Classification via the General menu:
- Click the General menu in the Toolbar > move the mouse to the New
option; a drop-down menu will appear > Click the Classification option:

Alternatively, you can access the New > Classification menu by clicking the right
mouse button with the mouse arrow pointing within the Taxon Navigator
panel.
- Enter a label for the Classification. This could be the name of a
project or publication, for example:

You may enter reference details if you wish:
- Click the Browse button to the right of the Reference field:

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A new pop-up box entitled "Choose a reference" will appear. The cursor
will appear in the search box by default. You can search here for a
reference that you already have within your database:
- Type in the title of the reference; as you type, matching references
from within your database will be filtered and shown in the "Matching
items" box beneath the search box:

If you are creating a new database or do not have the required reference
already input, you can choose to create a new reference by clicking
the text at the bottom of the "Choose a reference" box:

- The "Create reference" pop-up box will appear:

Choose a reference type from the drop-down menu:
- Click on the arrow to the right of the Reference Type field; a
drop-down list will appear:

- Scroll down the list; there are several methods for doing this:
- Use the mouse wheel if you have one;
- Click and drag the position icon at the right hand side of the rop-down list;
- Click the up and down arrows at the right hand side of the drop-down
list.
- Click the desired reference type; the drop-down list will close.
Alternatively to 6 and 7 above, type the first letter of the reference
type you wish to select whilst the reference type field is
highlighted. Matching options will be shown each time you press the
initial letter. Continue until the desired option is shown in the
reference type field.
- Enter the title of the reference in the title field.
- To enter Author details click on browse existing.

- The "choose team" pop up box will appear. The cursor will appear in
the search box by default. You can search for an author or team of
authors that you already have within your database:
- Type in the name of the Author; as you type, matching authors from
within your database will be filtered down and shown in the "matching
items" box beneath the search box.

If you are creating a new database or do not have the required author
already input, you can choose to create a new author by clicking on
the text at the bottom of the "Choose Team" box.

- The "New Entity pop-up box will appear

- Click on the + sign to add team member. A" person" field will then
appear.
- Click on the edit button

- A ‘new entity’ free text box will pop-up. To enter a person (author)
click on the edit button. The fields will become white and can now be
edited.

- Enter author name and click on edit.
- Click finish.

- The name will then automatically appear in the Choose a person pop-up
box.
- Select OK.

- Click finish on new entity pop-up box. Or if there are multiple
authors repeat steps 14 to 21 to add additional people.

- Click OK in Choose Team pop-up box

- The author will now appear in the reference box.

- Complete the rest of the free text boxes. Depending on the reference
type there may be other fields which need to be filled from the
database. The process will be the same as outlined above.
- Select Finish.

- Select OK in "Choose a Reference" pop-up box.

- Click finish in New Classification pop-up

- The name of your new Classification will appear in the Taxon
Navigator panel:

It is possible to have more than one Classification in your database.
Simply create a new Classification using the method above. The
classification will be listed in the Taxon Navigator panel
simultaneously. Also note that the classification names are displayed
in a lighter colour than the actual taxa names. You can use the arrows
to the left of the taxonomic tree labels and the taxon nodes to show or
hide the child taxon/taxa that are attached to that tree or taxon:
