Chapter V-6. Edit Information for a Taxonomic Entity
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Chapter V-6. Edit Information for a Taxonomic Entity

(version 1.5)

Botanical authorities are allowed to make changes to the information about taxa held in Atrium. For the higher levels, this consists of the name and a class statement describing the taxon. For family, genus and species, the taxon has many fields in which identifying information can be saved and used in floras published from Atrium. This chapter shows the taxa edit panels used to add or edit information for specific axa, and provides instructions for getting to and using the edit panels.

Figure V-6.1. Edit Taxonomy: Kingdom

Edit Taxonomy: Kingdom

The Edit kingdom panel is reached from the Detail tab of the Collection/Specimen display.

  1. Select

    Browse by → Taxonomy

    from the Digital Herbarium navigation bar.

  2. In the list of Kingdoms, click the one desired.

  3. Click the Detail tab.

  4. Click "Edit This Kingdom". The Edit kingdom panel opens.

  5. Type the changes needed to the kingdom name and class statement.

  6. Click the "Edit kingdom" button to save the changes, or click the "Cancel" button to return to the Collection/Specimen display without saving any changes.

Figure V-6.2. Edit Taxonomy: Division

Edit Taxonomy: Division

The Edit division panel is reached from the Detail tab of the Collection/Specimen display.

  1. Select

    Browse by → Taxonomy

    from the Digital Herbarium navigation bar.

  2. In the list of kingdoms, click the one to which the division belongs.

  3. In the list of divisions, click the one desired.

  4. Click the Detail tab.

  5. Click "Edit This Division". The Edit division panel opens.

  6. Type the changes needed to the division name and class statement.

  7. Click the "Edit division" button to save the changes, or click the "Cancel" button to return to the Collection/Specimen display without saving any changes.

Figure V-6.3. Edit Taxonomy: Class

Edit Taxonomy: Class

The Edit class panel is reached from the Detail tab of the Collection/Specimen display.

  1. Select

    Browse by → Taxonomy

    from the Digital Herbarium navigation bar.

  2. In the list of kingdoms, click the one to which the class belongs.

  3. In the list of divisions, click the one to which the class belongs.

  4. In the list of classes, click the one desired.

  5. Click the Detail tab.

  6. Click "Edit This Class". The Edit class panel opens.

  7. Type the changes needed to the class name and class statement.

  8. Click the "Edit class" button to save the changes, or click the "Cancel" button to return to the Collection/Specimen display without saving any changes.

Figure V-6.4. Edit Taxonomy: Sub-Class

Edit Taxonomy: Sub-Class

The Edit subclass panel is reached from the Detail tab of the Collection/Specimen display.

  1. Select

    Browse by → Taxonomy

    from the Digital Herbarium navigation bar.

  2. In the list of kingdoms, click the one to which the subclass belongs.

  3. In the list of divisions, click the one to which the subclass belongs.

  4. In the list of classes, click the one to which the subclass belongs.

  5. In the list of subclasses, click the one desired.

  6. Click the Detail tab.

  7. Click "Edit This Subclass". The Edit subclass panel opens.

  8. Type the changes needed to the subclass name and class statement.

  9. Click the "Edit subclass" button to save the changes, or click the "Cancel" button to return to the Collection/Specimen display without saving any changes.

Figure V-6.5. Edit Taxonomy: Order

Edit Taxonomy: Order

The Edit order panel is reached from the Detail tab of the Collection/Specimen display.

  1. Select

    Browse by → Taxonomy

    from the Digital Herbarium navigation bar.

  2. In the list of kingdoms, click the one to which the order belongs.

  3. In the list of divisions, click the one to which the order belongs.

  4. In the list of classes, click the one to which the order belongs.

  5. In the list of subclasses, click the one to which the order belongs.

  6. In the list of orders, click the one desired.

  7. Click the Detail tab.

  8. Click "Edit This Order". The Edit order panel opens.

  9. Type the changes needed to the order name and class statement.

  10. Click the "Edit order" button to save the changes, or click the "Cancel" button to return to the Collection/Specimen display without saving any changes.

Figure V-6.6. Edit Taxonomy: Family

Edit Taxonomy: Family

The Edit family panel is reached from the Detail tab of the Collection/Specimen display.

  1. Select

    Browse by → Taxonomy

    from the Digital Herbarium navigation bar.

  2. In the list of kingdoms, click the one to which the family belongs.

  3. In the list of divisions, click the one to which the family belongs.

  4. In the list of classes, click the one to which the family belongs.

  5. In the list of subclasses, click the one to which the family belongs.

  6. In the list of orders, click the one to which the family belongs.

  7. In the list of families, click the one desired.

    OR

    Use "Quick link to a family" on the Atrium banner to go directly to the family level in the taxonomic structure.

  8. Click the Detail tab.

  9. Click "Edit This Family". The Edit Family panel opens.

  10. Change the order to which the family is linked by selecting a new order from the list provided.

  11. Type the changes needed to the family name and any other data values on the panel.

  12. Click the "Edit Family" button to save the changes, or click the "Cancel" button to return to the Collection/Specimen display without saving any changes.

Figure V-6.7. Edit Taxonomy: Genus

Edit Taxonomy: Genus

The Edit Genus panel is reached from the Detail tab of the Collection/Specimen display.

  1. Select

    Browse by → Taxonomy

    from the Digital Herbarium navigation bar.

  2. In the list of kingdoms, click the one to which the genus belongs.

  3. In the list of divisions, click the one to which the genus belongs.

  4. In the list of classes, click the one to which the genus belongs.

  5. In the list of subclasses, click the one to which the genus belongs.

  6. In the list of orders, click the one to which the genus belongs.

    OR

    Use "Quick link to a family" on the Atrium banner to go directly to the family level in the taxonomic structure.

  7. In the list of families, click the one to which the genus belongs.

  8. In the list of genera, click the one desired.

  9. Click the Detail tab.

  10. Click "Edit This Genus". The Edit Genus panel opens.

  11. Change the family to which the genus is linked by selecting a new family from the drop-down list provided. The drop-down list of genera below is limited to those identified to the new family.

  12. Type the changes needed to the genus name and any other data values on the panel.

  13. Click the "Edit Genus" button to save the changes, or click the "Cancel" button to return to the Collection/Specimen display without saving any changes.

Figure V-6.8. Edit Taxonomy: Species

Edit Taxonomy: Species

The Edit Species panel is reached from the Detail tab of the Collection/Specimen display.

  1. Select

    Browse by → Taxonomy

    from the Digital Herbarium navigation bar.

  2. In the list of kingdoms, click the one to which the species belongs.

  3. In the list of divisions, click the one to which the species belongs.

  4. In the list of classes, click the one to which the species belongs.

  5. In the list of subclasses, click the one to which the species belongs.

  6. In the list of orders, click the one to which the species belongs.

    OR

    Use "Quick link to a family" on the Atrium banner to go directly to the family level in the taxonomic structure.

  7. In the list of families, click the one to which the species belongs.

  8. In the list of genera, click the one to which the species belongs.

  9. In the list of species, click the one desired.

  10. Click the Detail tab.

  11. Click "Edit This Species". The Edit Species panel opens.

  12. Change the family to which the species is linked by selecting a new family from the drop-down list provided. The drop-down list of genera below is limited to those identified to the new family.

  13. Change the genus to which the species is linked by selecting a new genus from the drop-down list provided.

  14. Type the changes needed to the Specific Epithet name and any other data values on the panel.

  15. Click the "Edit Species" button to save the changes, or click the "Cancel" button to return to the Collection/Specimen display without saving any changes.

Figure V-6.9. Edit Taxonomy: Infraspecific Taxa

Edit Taxonomy: Infraspecific Taxa

The Edit Infraspecific Taxa panel is reached from the Detail tab of the Collection/Specimen display.

  1. Select

    Browse by → Taxonomy

    from the Digital Herbarium navigation bar.

  2. In the list of kingdoms, click the one to which the infraspecific taxa belongs.

  3. In the list of divisions, click the one to which the infraspecific taxa belongs.

  4. In the list of classes, click the one to which the infraspecific taxa belongs.

  5. In the list of subclasses, click the one to which the infraspecific taxa belongs.

  6. In the list of orders, click the one to which the infraspecific taxa belongs.

    OR

    Use "Quick link to a family" on the Atrium banner to go directly to the family level in the taxonomic structure.

  7. In the list of families, click the one to which the infraspecific taxa belongs.

  8. In the list of genera, click the one to which the infraspecific taxa belongs.

  9. In the list of species, click the one to which the infraspecific taxa belongs.

  10. In the list of infraspecific taxa, click the one desired.

  11. Click the Detail tab.

  12. Click "Edit This Species". The Edit Infraspecific Taxa panel opens.

  13. Change the family to which the infraspecific taxa is linked by selecting a new family from the drop-down list provided. The drop-down list of genera below is limited to those identified to the new family.

  14. Change the genus to which the infraspecific taxa is linked by selecting a new genus from the drop-down list provided. The drop-down list of species below is limited to those identified to the new genus.

  15. Change the specific epithet to which the infraspecific taxa is linked by selecting a new species from the drop-down list provided.

  16. Type the changes needed to the Specific Epithet name and any other data values on the panel.

  17. Click the "Edit Species" button to save the changes, or click the "Cancel" button to return to the Collection/Specimen display without saving any changes.

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