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The requirements for a TaxonomicEditor based on the EclipseRichClient platform.

Also see PlatformUseCases for an outline of different projects using this editor.

Non-functional

Functional

Following is a summary of the functionality of the existing Berlin Model Web Editor.

_Add “view / taxon / etc.”, “Login” use cases?

These are currently features, i.e. not actor-centered

NEXT STEP: describe steps in high level use cases, try to incorporate all use cases below

_

High level (too UI-centered?)

  • Add / edit name

  • Add / remove taxon / name relation

  • Add / edit / remove taxon / name fact

  • Search name

  • Add taxon to tree

  • Move taxon in tree

  • Remove taxon from tree

  • Navigate tree

Author

  • Create author

  • Change author

  • Delete author (Board only)

  • Is distinction between structured and free author team creation too much detail at this point? And will these be the same with autocomplete, as-you-go parsing?

  • Create author team (i.e. 1+ authors) by concatenating authors

  • Create author team as string

  • Change author team by editing list of authors

  • Change author team string

  • Delete author team (Board only)

  • Associate an author team with a name

  • Change a name’s author team

  • Delete a name’s author team

Reference

  • Create bibliographic reference (see remarks on author team re: autocomplete, parsing)

  • Create nomenclatural reference (see remarks on author team re: autocomplete, parsing)

  • Edit a bibliographic reference (Board only)

  • Edit a nomenclatural reference (Board only)

  • Delete a bibliographic reference (Board only)

  • Delete a nomenclatural reference (Board only)

  • Associate bibliographic reference with a taxonomic entity

  • Associate nomenclatural reference with a name

  • Change a taxonomic entity’s bibliographic reference

  • Delete a taxonomic entity’s bibliographic reference

  • Change a name’s nomenclatural reference

  • Delete a name’s nomenclatural reference

Concept relation

  • Create a concept relation between taxa

  • Delete a concept relation

Distribution

  • Distribution …

Fact

  • Create fact

  • Change fact

  • Delete fact

Will these two ever take place outside the context of moving a taxon?

  • Move fact to another taxon

  • Move all of a taxon’s facts

Status / taxonomic inclusion

Or should this all be under “taxon”?

  • Create “included in” relation

  • Remove “included in” relation

_The following are the only complex use cases, i.e. multi-step, multi-integrity

Mapping them out in detail will show exactly what the UI needs to do_

  • Move a taxon to another taxonomic tree

  • De-activate a taxon, moving its taxonomic data to another taxon

  • Move synonym to another taxon

  • Move all of a taxon’s synonyms to another taxon

  • Move fact to another taxon

  • Move all of a taxon’s facts to another taxon

  • Remove a taxon from its taxonomic tree

  • Set synonyms belonging to an inactive taxon to “unresolved” (?)

  • Deactivate taxon (confirm w/ Eckhard that this is a relatively frequent occurrence?)

  • Reactivate taxon

How will these two appear in the UI?

  • Turn a synonym into an accepted name

  • Turn an accepted name into a synonym

Name fact

  • Create name fact

  • Change name fact

  • Delete name fact

Name relation

  • Create basionym relation

  • Remove basionym relation

  • Create homonym relation

  • Remove homonym relation

  • Change homonymy

  • Create hybrid parent

  • Create hybrid formula

  • Change / delete hybrid parent

  • Change / delete hybrid formula

  • Create a pro parte synonym relation

  • Create misapplied name relation

  • Remove misapplied name relation

  • Create orthographic variant relation

  • Remove orthographic variant relation

Name

  • Create name

  • Edit name

  • Create parent relation

  • Create nomenclatural status

  • Remove nomenclatural status

  • Create synonym relation

  • Change synonymy type

  • Remove synonym relation

  • Qualify taxon’s accepted status with “doubtful”

  • Remove all synonym relations from an accepted taxon

  • Edit notes for a taxon / relation / name

  • Edit a taxon’s name phrase

Search

  • Search author team (replaced by autocomplete?)

  • Search name (=~ search taxon)

  • Search reference (replaced by autocomplete?)

Type / type designation

  • Create type relation

  • Remove type relation

  • Create type designation

  • Change/delete type designation

  • Set type to “type not designated”

Actors

Taxonomist

Can execute all system functions except those which involve deleting data that exists independent of a taxon, i.e. name, reference, and author team.

“Board”

Can execute all system functions including those which involve deleting data that exists independent of a taxon, i.e. name, reference, and author team.

Structured Descriptions

initially not covered!

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