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Joint EDIT/PESI Page for Taxonomic Integrity Rules

This page is a compilation of taxonomic data integrity rules, which are used or can be used in the course of quality control processes in taxonomic databases. The list contains initially data integrity rules from Euro+Med plantbase and Fauna Europaea and is constantly updated and extended by PESI and EDIT participants. It is the basis for quality control mechanisms implemented in the EDIT CDM library and its associated import modules. Rules which are enforced by the core CDM data structures are not included in this list (see CDM v2.0 for the CDM model documentation).

Taxonomic integrity rule levels explained

|Rule Id|Level|Domain|Source|Object|Rule|Implemented|
|1|1|All|!FaEu (DET- BR001)/ E+M|Taxon name|Name elements (!GenusOrUninomial, InfraGenericEpithet, SpecificEpithet and InfraSpecificEpithet) must use only standard Latin characters (52 ASCII characters) without spaces.|directly on fields in NonViralName|
|2|1|All|!FaEu / E+M(2)|Taxon name|!GenusOrUninomial and InfraGenericEpithet must start with an uppercase letter; all following letters must be lowercase letters.|directly on fields in NonViralName|
|3|1|All|!FaEu / E+M(2)|Taxon name|!SpecificEpithet and InfraSpecificEpithet must use only lowercase letters.|directly on fields in NonViralName|
|4|2|Zoology|!FaEu (DET- BR014)|Taxon name|Superfamily names must end with -oidae.||
|5|3|Zoology|!FaEu (BR006)|Taxon name|Family names must end with -idae.||
|6|2|Zoology|!FaEu (DET- BR015)|Taxon name|Subamily names must end with -inae.||
|7|2|Zoology|!FaEu (DET- BR016)|Taxon name|Tribe names must end with -ini.||
|8|2|Zoology|!FaEu (DET- BR017)|Taxon name|Subtribe names must end with -ina.||
|9|1|All|E+M (8)|Taxon name|!GenusOrUninomial is mandatory for all names.|directly on fields in NonViralName|
|10|2|All|E+M (5)|Taxon name|Suprageneric and genus names have neither InfraGenericEpithet nor SpecificEpithet nor InfraSpecificEpithet.|!CorrectEpithetsForRank|
|11|2|All|!FaEu / E+M|Taxon name|!InfraGenericEpithet is mandatory only for infrageneric names.|!CorrectEpithetsForRank|
|12|2|Botany|E+M (15)|Taxon name|Only infrageneric names have InfraGenericEpithet.|!CorrectEpithetsForRank|
|13|2|All|!FaEu / E+M|Taxon name|Species names must have SpecificEpithet (mandatory) but have no InfraSpecificEpithet. |!CorrectEpithetsForRank|
|14|2|All|!FaEu / E+M|Taxon name|!SpecificEpithet and InfraSpecificEpithet are mandatory for infraspecific names|!CorrectEpithetsForRank|
|15|2|Botany||Taxon name|!GenusOrUninomial, InfraGenericEpithet and SpecificEpithet must all be diferent.||
|16|2|Botany||Taxon name|!GenusOrUninomial, InfraGenericEpithet and InfraSpecificEpithet must all be diferent.||
|17|3|All||Basionymy|A taxon name and its basionym (original combination) must belong to the same homotypical group.||
|18|3|All||Basionymy|The basionym (original combination) author of a taxon name must be the combination author of its basionym if the basionymy relationship exists.|!BasionymsMustShareEpithetsAndAuthors|
|19|3|All||Basionymy|Taxon names have one basionym (original combination) at most.||
|20|3|All|E+M (14)|Basionymy|Suprageneric names have no basionym (original combination).||
|21|3|Botany|E+M (21)|Basionymy|Aggregates and collective species have no basionym (original combination).||
|22|2|All|!FaEu (BR036)|Taxon name|Authorship is mandatory for taxon names with rank lower than family (except aggregates and collective species in Botany and except misapplied names).|!MustHaveAuthority|
|23|2|Botany|E+M (21)|Taxon name|Aggregates and collective species have no authorship.||
|24|3|All||Misapplication|Misapplied names have no authorship.||
|25|2|Botany|E+M (44)|Taxon name|Taxon names with a basionym authorship must also have a combination authorship.||
|26|2|Botany|E+M (45)|Taxon name|Taxon names with "ex-" authorships (combination or basionym) must also have the corresponding authorships.||
|27|2|All||Taxon name|Only names with rank above species may have a type name designation.||
|28|1|All|!FaEu (BR037, BR038)|Taxon name|Authorstrings must use only standard Latin characters (52 ASCII characters), the symbols & - , . and a chosen relevant set of diacritic characters.| directly on fields in NonViralName|
|29|1|All|!FaEu (BR040)|Taxon name|The words "and" and "et" are not allowed for authorstrings.||
|30|1|All|!FaEu (BR041)|Taxon name|The publication year is mandatoy for all taxon names for which authorship is mandatory (see rule number 22).||
|31|1|Zoology|!FaEu (BR043, BR044)|Taxon name|The publication year must be a four digit natural number between 1758 and the present year.||
|32|3|Botany||Taxon name|The publication year of the nomenclatural reference must be greater than or equal to 1753 and smaller than the present year. The first four characters must be numbers and may be followed by latin characters or include the following characters: - / ,.||
|33|3|All|!FaEu (BR026, BR033)|Homonymy|Homonyms must have identical name elements but different authorship or publication year.||
|34|3|All|E+M (31)|Homonymy|Later / Junior homonyms must have either the name status "nom. illeg." or "nom. cons."||
|35|3|All|E+M (202)|Taxonomy|Accepted taxa have one taxonomic parent taxon at most. ||
|36|3|Botany|E+M (203)|Taxonomy|Accepted aggregates and collective species must have two taxonomic children at least.||
|37|3|All||Taxonomy|Every accepted family must have at least one accepted genus as a taxonomic child; and every accepted genus must have at least one accepted species as a taxonomic child.||
|38|3|All|E+M (213)|Taxonomy|Parent taxa must have a higher rank than the children.|!ChildTaxaMustBeLowerRankThanParent|
|39|3|All|E+M (214)|Taxonomy|Genus and species ranks may not be skipped over in taxonomical trees.|!ChildTaxaMustNotSkipRanks|
|40|3|All|E+M (215)|Taxonomy|!GenusOrUninomial must be identical for an accepted genus and all ist taxonomic descendents.|!ChildTaxaMustDeriveNameFromParent|
|41|3|All|E+M (215)|Taxonomy|!SpecificEpithet must be identical for an accepted species and all ist taxonomic descendents.|!ChildTaxaMustDeriveNameFromParent|
|42|3|All|E+M (217)|Taxonomy|A taxon name may not be used by the same source both as an accepted name and as a synonym.|!TaxonNameCannotBeAcceptedAndSynonym|
|43|3|All|E+M (227)|Synonymy|A synonym must have at least one synonymy relationship to an accepted taxa.|!NotEmpty on Synonym.synonymRelationships |
|44|3|All||Synonymy|Homotypic / objective synonyms must belong to the same homotypical group as the accepted name.|!HomotypicSynonymsShouldBelongToGroup|
|45|3|All||Synonymy|Heterotypic / subjective synonyms and the accepted name must belong to different homotypical groups.|!HomotypicSynonymsShouldBelongToGroup|
|46|3|All|E+M (219)|Misapplication|Taxon names involved in a misapplication must have different sources ("sec.").||
|47|1|All|!FaEu (BR102, BR103)|Source / Reference|Authorstrings must use only standard Latin characters (52 ASCII characters), the symbols & - , . and a chosen relevant set of diacritic characters.||
|48|1|All|!FaEu (BR106)|Source / Reference|The publication year must be greater than or equal to 1000 and smaller than the present year. The first four characters must be numbers and may be followed by latin characters or include the following characters: - /,.||
|49|3|Zoology||Source / Reference|The publication year mentioned in the name (see rule number 31) must be the same as the publication year of the nomenclatural reference. ||
|50|4|All||Taxonomy|Same names in different checklists (!FaEu, E+M, ERMS) must have the same status (accepted / valid name or synonym).||
|51|4|All||Taxonomy|Same accepted names in different checklists (!FaEu, E+M, ERMS) must have the same taxonomic parent.||
|52|4|All||Taxon name|Same authorstrings in different checklists (!FaEu, E+M, ERMS) must have the same spelling.||
|53|4|All||Source / Reference|Same authorstrings in different checklists (!FaEu, E+M, ERMS) must have the same spelling.||
|54|4|All||Source / Reference|Same titles in different checklists (!FaEu, E+M, ERMS) must have the same spelling.||

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