(version 1.5)

Checklists for family, genus and species can be created directly from an option on the Digital Herbarium navigation bar and without going to the Collections tab of the Collection/Specimen display.

Select

The Checklist panel opens.

Figure III-15.1. Atrium Checklist

Taxonomic lists: Click the down arrow to the right of the drop-down list you want to use to limit data reflected in the checklist. As you select a value, the taxon lists at the levels below are narrowed to values within the taxon selected. This takes a few moments, and a "Generating results. Please wait..." message is displayed until the newly refined taxon lists are ready. If there is a checklist below the search criteria, it is also narrowed to the taxon selected.

Collector, Country, Region, Habit, Habitat, Project and Research Site lists:  These drop-down lists contain all the values defined to the application when the panel is opened. However, if there is a checklist below the search criteria, only those values that appear in the collections making up that checklist are listed. Therefore, these fields can only be used to further limit the collection data on the checklist. When a value is selected from one of these drop-down lists, the checklist below is modified to reflect the value chosen.

Collector, Country, Region, Collection Date From and Collection Date To:  The country and region drop-down lists contain all the values defined to the application when the panel is opened. However, if there is a checklist below the search criteria, only those values that appear in the collections making up that checklist are listed. When a value is selected from one of these drop-down lists,the checklist below is modified to reflect the value chosen. When dates selected using the calendar controls, the checklist is further modified to include only data after the start date and/or before the end date, inclusive.

Habit, Habitat, Project and Research Site: These drop-down lists allow for more than one value to be selected by using the Ctrl key. Select the first value to be kept in the data, then hold down the Ctrl key while you click the other values you want to retain in the results. The removal of the collections with the unselected values occurs when the "Refresh List" button is clicked.

View: The results of the search criteria at the top of the panel are reflected in checklist below the search criteria. The level of detail in the checklist is controlled by the View control. The data can be viewed at family, genus or species levels.

Figure III-15.2. Family Checklist

Click the family name to move to the Summary tab of the Collection/Specimen display for the family.

Click the number of collections to move to the Collections tab of the Collection/Specimen display for the family.

Figure III-15.3. Genus Checklist

Click the family name to move to the Summary tab of the Collection/Specimen display for the family.

Click the genus name to move to the Summary tab of the Collection/Specimen display for the genus.

Click the number of collections to move to the Collections tab of the Collection/Specimen display for the genus.

Figure III-15.4. Species Checklist

Click the family name to move to the Summary tab of the Collection/Specimen display for the family.

Click the species name to move to the Summary tab of the Collection/Specimen display for the species.

Click the number of collections to move to the Collections tab of the Collection/Specimen display for the species.

Output Options: The checklist can be exported in two formats, as a list or as a PDF file. Click the format desired at the bottom of the panel.

Click "Export List" to download the checklist data in a tab delimited format.

Click "Export Checklist to PDF" to see the checklist in Adobe Reader, from where it can be saved or printed.

The List choice is formatted as data for Excel. It looks like this when opened in Excel:

Figure III-15.5. Family Checklist in Excel

If you select the PDF output, a new panel id displayed with the following message:

Click the text of the message and the PDF document opens in Adobe Reader.

Figure III-15.6. Family Checklist PDF