• Table of contents
• Taxonomic Editor - Functionality
  • File menu / basic application navigation
  • Preferences
  • Software update
  • Bulk editor
  • Taxonomic tree
  • Editing a taxon
  • Editing a taxon's descriptive information
  • Editing in the property sheet
  • Login
  • Datasource
  • User management
  • Initial startup
  • Restore state after application restart

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
  • In editing area, right-click -> New -> Child Taxon

• 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 - taxa and synonyms without names cannot be saved

  • Click in taxon's area, start typing - name parsed on-the-fly, atomized fields and parsing status ("parsed" / "problem") shown in property sheet

• Add a heterotypic synonym

  • At the end of a name in the editing area, hit carriage return
  • In the editing area, right-click -> New -> 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 taxon's descriptive information¶

• work in progress

Editing in the property sheet¶

• Edit a name's constituent parts - selected name shown in property sheet indicated with light blue in editing area

• Search for a reference - note, references can be created when a name is parsed or with the Bulk Editor

• Add / remove nomenclatural status - make sure name title cache reflects change

• Add / remove annotation

• Add / remove specimen type designation - appearance in property sheet dependent on name rank

• Add / remove name type designation - appearance in property sheet dependent on name rank

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