Project

General

Profile

« Previous | Next » 

Revision 186c74b5

Added by Lorna Morris over 12 years ago

updated all html help files and added links to images

View differences:

eu.etaxonomy.taxeditor.help/html/gettingstarted/creating_a_new_taxonomic_classification_with_reference_details.html
9 9 
	<li>Click the <strong>General</strong> menu in the <strong>Toolbar</strong> > move the mouse to the <strong>New</strong>
10 10 
		option; a drop-down menu will appear > Click the <strong>Classification</strong> option:
11 11 

  		




  12
  
  
    
		<p><img src="" alt="" /></p>


  		




  
  12
  
    
		<p><img src="../img/5_1b.jpg" alt="" /></p>


  		




  13
  13
  
    

  		




  14
  14
  
    
		<p>Alternatively, you can access the New > Classification menu by clicking the right


  		




  15
  15
  
    
		mouse button with the mouse arrow pointing within the Taxon Navigator


  		




  ......




  18
  18
  
    
	<li>Enter a label for the Classification. This could be the name of a


  		




  19
  19
  
    
		project or publication, for example:


  		




  20
  20
  
    

  		




  21
  
  
    
		<p><img src="" alt="" /></p>


  		




  
  21
  
    
		<p><img src="../img/5_1c.jpg" alt="" /></p>


  		




  22
  22
  
    

  		




  23
  23
  
    
		<p>You may enter reference details if you wish:</p>


  		




  24
  24
  
    
	</li>


  		




  25
  25
  
    
	<li>Click the <strong>Browse</strong> button to the right of the Reference field:


  		




  26
  26
  
    

  		




  27
  
  
    
		<p><img src="" alt="" /></p>


  		




  
  27
  
    
		<p><img src="../img/5_1d.jpg" alt="" /></p>


  		




  28
  28
  
    
		`


  		




  29
  29
  
    
		<p>A new pop-up box entitled <strong>"Choose a reference"</strong> will appear. The cursor


  		




  30
  30
  
    
		will appear in the search box by default. You can search here for a


  		




  31
  31
  
    
		reference that you already have within your database:</p>


  		




  32
  32
  
    
	</li>


  		




  33
  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:


  		




  
  34
  
    
		from within your database will be filtered and shown in the </strong>"Matching


  		




  
  35
  
    
		items"</strong> box beneath the search box:


  		




  36
  36
  
    

  		




  37
  
  
    
		<p><img src="" alt="" /></p>


  		




  
  37
  
    
		<p><img src="../img/5_1e.jpg" alt="" /></p>


  		




  38
  38
  
    

  		




  39
  39
  
    
		<p>If you are creating a new database or do not have the required reference


  		




  40
  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>


  		




  
  41
  
    
		the text at the bottom of the "Choose a reference" box:</p>


  		




  42
  42
  
    
		


  		




  43
  
  
    
		<p><img src="" alt="" /></p>


  		




  
  43
  
    
		<p><img src="../img/5_1f.jpg" alt="" /></p>


  		




  44
  44
  
    
	</li>


  		




  45
  
  
    
	<li>The </strong>“Create reference”</strong> pop-up box will appear:


  		




  
  45
  
    
	<li>The </strong>"Create reference"</strong> pop-up box will appear:


  		




  46
  46
  
    

  		




  47
  
  
    
		<p><img src="" alt="" /></p>


  		




  
  47
  
    
		<p><img src="../img/5_1g.jpg" alt="" /></p>


  		




  48
  48
  
    
	


  		




  49
  49
  
    
		<p>Choose a reference type from the drop-down menu:</p>


  		




  50
  50
  
    
	</li>


  		




  51
  51
  
    
	<li>Click on the arrow to the right of the Reference Type field; a


  		




  52
  52
  
    
		drop-down list will appear:


  		




  53
  
  
    
		<p><img src="" alt="" /></p>


  		




  
  53
  
    
		<p><img src="../img/5_1h.jpg" alt="" /></p>


  		




  54
  54
  
    

  		




  55
  55
  
    
	</li>


  		




  56
  56
  
    
	<li>Scroll down the list; there are several methods for doing this:


  		




  ......




  72
  72
  
    
	<li>Enter the title of the reference in the title field.</li>


  		




  73
  73
  
    
	<li>To enter Author details click on browse existing.


  		




  74
  74
  
    

  		




  75
  
  
    
		<p><img src="" alt="" /></p>


  		




  
  75
  
    
		<p><img src="../img/5_1i.jpg" alt="" /></p>


  		




  76
  76
  
    
	</li>


  		




  77
  
  
    
	<li>The <strong>“choose team”</strong> pop up box will appear. The cursor will appear in


  		




  
  77
  
    
	<li>The <strong>"choose team"</strong> pop up box will appear. The cursor will appear in


  		




  78
  78
  
    
		the search box by default. You can search for an author or team of


  		




  79
  79
  
    
		authors that you already have within your database:


  		




  80
  80
  
    
	</li>


  		




  81
  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.


  		




  
  82
  
    
		within your database will be filtered down and shown in the <strong>"matching


  		




  
  83
  
    
		items"</strong> box beneath the search box.


  		




  84
  84
  
    

  		




  85
  
  
    
		<p><img src="" alt="" /></p>


  		




  
  85
  
    
		<p><img src="../img/5_1j.jpg" alt="" /></p>


  		




  86
  86
  
    

  		




  87
  87
  
    
		<p>If you are creating a new database or do not have the required author


  		




  88
  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>


  		




  
  89
  
    
		the text at the bottom of the <strong>"Choose Team"</strong> box.</p>


  		




  90
  90
  
    
		


  		




  91
  
  
    
		<p><img src="" alt="" /></p>


  		




  
  91
  
    
		<p><img src="../img/5_1k.jpg" alt="" /></p>


  		




  92
  92
  
    
	</li>


  		




  93
  
  
    
	<li>The “New Entity” pop-up box will appear


  		




  
  93
  
    
	<li>The "New Entity pop-up box will appear


  		




  94
  94
  
    

  		




  95
  
  
    
		<p><img src="" alt="" /></p>


  		




  
  95
  
    
		<p><img src="../img/5_1l.jpg" alt="" /></p>


  		




  96
  96
  
    
	</li>


  		




  97
  
  
    
	<li>Click on the + sign to add team member. A” person” field will then


  		




  
  97
  
    
	<li>Click on the + sign to add team member. A" person" field will then


  		




  98
  98
  
    
		appear.


  		




  99
  99
  
    
	</li>


  		




  100
  100
  
    
	<li>Click on the edit button


  		




  101
  101
  
    

  		




  102
  
  
    
		<p><img src="" alt="" /></p>


  		




  
  102
  
    
		<p><img src="../img/5_1m.jpg" alt="" /></p>


  		




  103
  103
  
    

  		




  104
  104
  
    
	</li>


  		




  105
  
  
    
	<li>A ‘new entity’ free text box will pop-up. To enter a person (author)


  		




  
  105
  
    
	<li>A ‘new entity’ free text box will pop-up. To enter a person (author)


  		




  106
  106
  
    
		click on the edit button. The fields will become white and can now be


  		




  107
  107
  
    
		edited.


  		




  108
  108
  
    

  		




  109
  
  
    
		<p><img src="" alt="" /></p>


  		




  
  109
  
    
		<p><img src="../img/5_1n.jpg" alt="" /></p>


  		




  110
  110
  
    
	</li>


  		




  111
  111
  
    
	<li>Enter author name and click on edit.


  		




  112
  112
  
    
	</li>


  		




  113
  113
  
    
	<li>Click finish.


  		




  114
  114
  
    

  		




  115
  
  
    
		<p><img src="" alt="" /></p>


  		




  
  115
  
    
		<p><img src="../img/5_1o.jpg" alt="" /></p>


  		




  116
  116
  
    

  		




  117
  117
  
    
	</li>


  		




  118
  118
  
    
	<li>The name will then automatically appear in the Choose a person pop-up


  		




  119
  119
  
    
		box.


  		




  120
  120
  
    
	</li>


  		




  121
  121
  
    
	<li>Select OK.


  		




  122
  
  
    
		<p><img src="" alt="" /></p>


  		




  
  122
  
    
		<p><img src="../img/5_1p.jpg" alt="" /></p>


  		




  123
  123
  
    
	</li>


  		




  124
  124
  
    
	<li>Click finish on new entity pop-up box. Or if there are multiple


  		




  125
  125
  
    
		authors repeat steps 14 to 21 to add additional people.


  		




  126
  126
  
    

  		




  127
  
  
    
		<p><img src="" alt="" /></p>


  		




  
  127
  
    
		<p><img src="../img/5_1q.jpg" alt="" /></p>


  		




  128
  128
  
    
	</li>


  		




  129
  129
  
    
	<li>Click OK in Choose Team pop-up box


  		




  130
  130
  
    

  		




  131
  
  
    
		<p><img src="" alt="" /></p>


  		




  
  131
  
    
		<p><img src="../img/5_1r.jpg" alt="" /></p>


  		




  132
  132
  
    
	</li>


  		




  133
  133
  
    
	<li>The author will now appear in the reference box.


  		




  134
  
  
    
		<p><img src="" alt="" /></p>


  		




  
  134
  
    
		<p><img src="../img/5_1s.jpg" alt="" /></p>


  		




  135
  135
  
    
	</li>


  		




  136
  136
  
    
	<li>Complete the rest of the free text boxes. Depending on the reference


  		




  137
  137
  
    
		type there may be other fields which need to be filled from the


  		




  ......




  139
  139
  
    
	</li>


  		




  140
  140
  
    
	<li>Select Finish.


  		




  141
  141
  
    

  		




  142
  
  
    
		<p><img src="" alt="" /></p>


  		




  
  142
  
    
		<p><img src="../img/5_1t.jpg" alt="" /></p>


  		




  143
  143
  
    
	</li>


  		




  144
  
  
    
	<li>Select OK in “Choose a Reference” pop-up box.


  		




  
  144
  
    
	<li>Select OK in "Choose a Reference" pop-up box.


  		




  145
  145
  
    
	


  		




  146
  
  
    
		<p><img src="" alt="" /></p>


  		




  
  146
  
    
		<p><img src="../img/5_1u.jpg" alt="" /></p>


  		




  147
  147
  
    
	


  		




  148
  148
  
    
	</li>


  		




  149
  149
  
    
	<li>Click finish in New Classification pop-up


  		




  150
  150
  
    

  		




  151
  
  
    
		<p><img src="" alt="" /></p>


  		




  
  151
  
    
		<p><img src="../img/5_1v.jpg" alt="" /></p>


  		




  152
  152
  
    

  		




  153
  153
  
    
	</li>


  		




  154
  154
  
    
	<li>The name of your new Classification will appear in the Taxon


  		




  155
  155
  
    
		Navigator panel:


  		




  156
  
  
    
		<p><img src="" alt="" /></p>


  		




  
  156
  
    
		<p><img src="../img/5_1w.jpg" alt="" /></p>


  		




  157
  157
  
    
	</li>


  		




  158
  158
  
    
</ol>


  		




  159
  159
  
    

  		




  ......




  165
  165
  
    
	in a lighter colour than the actual taxa names. You can use the arrows


  		




  166
  166
  
    
	to the left of the taxonomic tree labels and the taxon nodes to show or


  		




  167
  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>


  		




  168
  170
  
    

  		




  169
  171
  
    

  		




  170
  172
  
    
 


  		












Also available in:  Unified diff