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Pepe Ciardelli, 08/20/2009 06:17 PM
- Table of contents
- Taxonomic Editor - Functionality
Taxonomic Editor - Functionality¶
File menu / basic application navigation¶
Create a new taxonomic tree
- File -> New -> CDM -> Taxonomic Tree
Close editors
- File -> Close
- File -> Close All
- Right-click on editor tab -> Close
- Right-click on editor tab -> Close All
- Right-click on editor tab -> Close Others
Re-open a recently opened taxon editor
- File -> 1 xxxxxx
Open a non-taxon editor window - all windows that are available to the application can be opened here, e.g. the User Manager and Datasource administration windows. If something like the property sheet has disappeared, the user can always re-open here.
- Window -> Show View
Maximize / restore a window
- Double click window tab
Minimize / restore window to its nearest margin
- Click on the "-" icon (minimize) of any individual window to minimize to its nearest margin, where it is then represented by two icons, one which reveals the name of the window on mouseover and one which says "restore" on mouseover. These have slightly different behavior.
Preferences¶
Choose which status labels to show in distribution menus
- Window -> Preferences -> Description -> Distribution Status
Choose which feature categories will appear in the descriptive area
- Window -> Preferences -> Description -> Features
Choose size of recently opened taxon editors list
- Window -> Preferences -> Editors -> Size of recently opened files list
Choose which name relationship types will appear in relationship type menus
- Window -> Preferences -> Taxonomic -> Name Relationship Type
Choose which nomenclatural code to be used when creating names
- Window -> Preferences -> Taxonomic -> Nomenclatural Code
Choose which nomenclatural status types will be available in status menus
- Window -> Preferences -> Taxonomic -> Nomenclatural Status Type
Choose which ranks will appear in rank menus
- Window -> Preferences -> Taxonomic -> Ranks
Choose which specimen type statuses are available in status menu when creating / editing a specimen designation
- Window -> Preferences -> Taxonomic -> Specimen Type Designation
Choose which name taxon relationship types will appear in taxon relationship type menus
- Window -> Preferences -> Taxonomic -> Taxon Relationship Type
Software update¶
Check for software update, download if available
- 1) Help -> Software Updates ... -> Search for updates of the currently installed features; 2) Check "EDIT Taxonomic Editor" -> Next -> Click "I accept the terms of the license agreement -> Next -> Finish; 3) Install All
Bulk editor¶
- work in progress
Taxonomic tree¶
Close tree so that only its roots are showing
- Taxonomic Tree toolbar -> "-" icon (Collapse all)
Link tree to taxon editor that has focus - within the tree, the name of the taxon editor which currently has focus will be selected. A known bug, which is really more a weakness, is that if the tree is closed so that an open taxon name is no longer visible, upon re-starting the application, the tree will not be able to find the taxon name. This is because the path to the taxon has not yet been revealed during the current session (let me know if this requires further explanation!).
- Taxonomic Tree toolbar -> "-><-" icon (Link open editors ...)
Choose which data types - taxon. tree, taxon, synonym - to show in the tree
- Taxonomic Tree -> downward arrow (View Menu) -> Customize View -> Content
Open taxon for editing
- Right-click on name in tree -> Edit
- Double-click on name in tree
Move taxon to new taxonomic parent
- Right-click on name in tree -> Move -> Choose new parent from search
- Drag name in tree and drop on to new parent
Create new taxonomic child taxon
- Right-click on name in tree ~~> New Child ~~ opens empty taxon editor; new name will appear in tree when editor is saved
- Right-click on name in tree ~~> Quick Add Child ~~ opens input dialog for name, which will appear in tree when "OK" is pressed
Import / Export - dunno what this is about, I'll ask Niels when he's back
Delete a taxon
- Right-click on name in tree ~~> Delete ~~ taxon with children cannot be deleted until individual children are deleted
Editing a taxon¶
Give a taxon a name
Add a heterotypic synonym
Add a homotypic synonym
Change a taxon to a synonym
Change a synonym to an accepted taxon
Change a synonym to a synonym, misapplication, or concept relation
- drag and drop
Set / unset a synonym as group basionym
Editing a name¶
Login¶
Datasource¶
User management¶
Initial startup¶
- Choose nomenclatural code
Restore state after application restart¶
Open taxon editors from last session are re-opened
Recently opened taxon editors in File menu is restored
Taxonomic tree state - i.e. open nodes - is restored from previous session
Previously chosen datasource is re-selected
Updated by Pepe Ciardelli about 15 years ago · 15 revisions