Creating a New Taxonomic Classification with Reference Details

When using the Taxonomic Editor for the first time, you will need to create a new Classification. This will create a root within the Classification panel to which all following taxa records will be anchored. You can create a new Classification via the General menu:

  1. Click the General menu in the Toolbar > move the mouse to the New option; a drop-down menu will appear > Click the Classification option:

    Alternatively, you can access the New > Classification menu by clicking the right mouse button with the mouse arrow pointing within the Taxon Navigator panel.

  2. Enter a label for the Classification. This could be the name of a project or publication, for example:

    You may enter reference details if you wish:

  3. Click the Browse button to the right of the Reference field:

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    A new pop-up box entitled "Choose a reference" will appear. The cursor will appear in the search box by default. You can search here for a reference that you already have within your database:

  4. Type in the title of the reference; as you type, matching references from within your database will be filtered and shown in the "Matching items" box beneath the search box:

    If you are creating a new database or do not have the required reference already input, you can choose to create a new reference by clicking the text at the bottom of the "Choose a reference" box:

  5. The "Create reference" pop-up box will appear:

    Choose a reference type from the drop-down menu:

  6. Click on the arrow to the right of the Reference Type field; a drop-down list will appear:

  7. Scroll down the list; there are several methods for doing this:
  8. Click the desired reference type; the drop-down list will close.

    Alternatively to 6 and 7 above, type the first letter of the reference type you wish to select whilst the reference type field is highlighted. Matching options will be shown each time you press the initial letter. Continue until the desired option is shown in the reference type field.

  9. Enter the title of the reference in the title field.
  10. To enter Author details click on browse existing.

  11. The "choose team" pop up box will appear. The cursor will appear in the search box by default. You can search for an author or team of authors that you already have within your database:
  12. Type in the name of the Author; as you type, matching authors from within your database will be filtered down and shown in the "matching items" box beneath the search box.

    If you are creating a new database or do not have the required author already input, you can choose to create a new author by clicking on the text at the bottom of the "Choose Team" box.

  13. The "New Entity pop-up box will appear

  14. Click on the + sign to add team member. A" person" field will then appear.
  15. Click on the edit button

  16. A ‘new entity’ free text box will pop-up. To enter a person (author) click on the edit button. The fields will become white and can now be edited.

  17. Enter author name and click on edit.
  18. Click finish.

  19. The name will then automatically appear in the Choose a person pop-up box.
  20. Select OK.

  21. Click finish on new entity pop-up box. Or if there are multiple authors repeat steps 14 to 21 to add additional people.

  22. Click OK in Choose Team pop-up box

  23. The author will now appear in the reference box.

  24. Complete the rest of the free text boxes. Depending on the reference type there may be other fields which need to be filled from the database. The process will be the same as outlined above.
  25. Select Finish.

  26. Select OK in "Choose a Reference" pop-up box.

  27. Click finish in New Classification pop-up

  28. The name of your new Classification will appear in the Taxon Navigator panel:

It is possible to have more than one Classification in your database. Simply create a new Classification using the method above. The classification will be listed in the Taxon Navigator panel simultaneously. Also note that the classification names are displayed in a lighter colour than the actual taxa names. You can use the arrows to the left of the taxonomic tree labels and the taxon nodes to show or hide the child taxon/taxa that are attached to that tree or taxon: