New taxonomy add and edit forms

content/portal_manager/taxonomy/add/_index.en.md

@@ -1,7 +1,7 @@
 ---
 title: "Adding Taxa to the Taxonomic Thesaurus"
 date: 2023-02-09
-lastmod: 2023-02-09
+lastmod: 2025-01-30
 authors: ["Katie Pearson"]
 editors: [""]
 draft: false
@@ -27,21 +27,23 @@ Additional information about options 1 and 2 are provided below (see the link ab
 {{</ notice >}}
 
 1. Navigate to the taxonomic thesaurus (Sitemap > scroll down to Taxonomy > Taxonomic Tree Viewer), or just add "taxa/taxonomy/taxonomydisplay.php" to your base path.
-2. Click the green plus sign at the top right corner of the screen.
-3. Enter information about the taxon in the provided form.
+2. Click the "add" icon at the top right corner of the screen.
+3. Enter information about the taxon in the provided form (see below for guidance).
 ![Taxon Data Entry Form](/symbiota-docs/images/addnewtaxon.PNG)
 
-* Enter the taxonomic name *without the authorship* in the **Taxon Name** field
-* Enter the authorship into the **Author** field
-* For hybrid taxa, select the multiplication symbol from the dropdown list in front of the UnitName2 field
-* For infraspecific taxa, use the small UnitName3 field for the infraspecific epithet type (e.g., var., subsp., f.), if applicable, and the long UnitName3 field for the infraspecific epithet.
-* Select the appropriate taxon rank from the dropdown **Taxon Rank** field
-* The form will automatically parse out the UnitName1, UnitName2, and UnitName3. Adjust these if necessary.
+* You can copy and paste the entire name (with authorship) into the Quick Parser at the top of the form to have the page attempt to parse out the pieces of the name. Make sure to check that the form has correctly assigned a Taxon Rank and has properly parsed the pieces of the name. If not, manually replace the values in form with the correct ones.
+* Select the appropriate value from the Taxon Rank dropdown menu. The fields you will see afterward will depend on the taxon rank that you specify.
+* Enter the authorship into the **Author** field.
+* For hybrid taxa, select the multiplication symbol from the dropdown list in front of the appropriate field.
+* For infraspecific taxa (e.g., varieties or subspecies), use the small field for the infraspecific epithet type (e.g., var., subsp., f.), if applicable, and the long field for the infraspecific epithet.
+* Begin to type the name of the parent taxon (i.e., the taxon one taxonomic rank above the taxon you are adding) into the Parent Taxon field and select the correct name from the dropdown list. _If you are adding cultivar with a cultivar epithet or trade name, the parent taxon should be the corresponding genus._
 * **IMPORTANT:** Add a link or citation for the source of the scientific name you are adding, for example, a Plants of the World Online entry, a literature citation with DOI, etc.
-* If the taxonomic name you are adding is the currently accepted name, leave the *Accepted* radio button checked. If the taxonomic name is not accepted, select the *Not Accepted* radio button and enter the accepted name in the provided field. *If the name of the accepted species is not found in the taxonomic thesaurus (i.e., does not appear in the dropdown menu), you must add that name to the thesaurus first.*
+* To add the taxon to the list of globally redacted species ([see more here](/symbiota-docs/coll_manager/data_publishing/redaction/)), set the Locality Security field to "hide locality data." Note that this will redact location data for _all_ records in the portal corresponding to that taxon. Also note that children taxa do not automatically inherit locality protections from their parent taxon. For example, if you protect all records for a species, records of its subspecies will remain unredacted unless you also apply Location Security to those names.
+* If the taxonomic name you are adding is the currently accepted name, leave the *Accepted* radio button checked. If the taxonomic name is not accepted, select the *Not Accepted* radio button and enter the accepted name in the provided field.
+* As you enter the name into the form, check that it appears as expected at the top of the form after "Sciname will be saved as."
 
-{{< notice note >}}
-  If you edit anything in the **Taxon Name** field after you have added to the **Author**, **Notes**, or **Source** fields, it will reset the form and clear anything you have entered into these fields.
+{{< notice tip >}}
+  If you do not find the Parent Name or the Accepted Name in the dropdown lists, you will need to add the parent name or accepted name to the taxonomic thesaurus **first**.
 {{</ notice >}}
 
 ### Batch adding taxa using the Taxonomic Cleaning Tool

content/portal_manager/taxonomy/edit/_index.en.md

@@ -1,7 +1,7 @@
 ---
 title: "Editing Taxonomic Names / Synonymy"
 date: 2023-02-09
-lastmod: 2023-02-09
+lastmod: 2025-01-30
 authors: ["Katie Pearson"]
 editors: [""]
 draft: false
@@ -16,22 +16,22 @@ keywords: ["taxonomy","taxonomic thesaurus","synonymy","accepted names","localit
 The taxonomic thesaurus of a Symbiota portal requires frequent curation due to taxonomic changes. Editing taxonomic names and synonymy requires some care because of the many linkages between taxa and their children taxa and synonyms.
 
 1. Navigate to the taxonomic thesaurus (Sitemap > scroll down to Taxonomy > Taxonomic Tree Viewer), or just add "taxa/taxonomy/taxonomydisplay.php" to your base path.
-2. Search for the name of the taxon you would like to edit in the **Taxon** box.
-3. Click the pencil icon to the right of the taxon you would like to edit.
+2. Search for the name of the taxon you would like to edit in the **Taxon** box and click the Display Taxon Tree button.
+3. In the resulting taxonomic tree, click the pencil icon to the right of the taxon you would like to edit.
 
 ### Editing basic information (name, authorship, source, locality security)
 
-* In the Editor tab, you can edit the scientific name, rank, notes, source, and whether the taxon's locality information is globally redacted for all occurrences in the portal. Click the pencil icon in the top right corner of the page to edit these fields.
+* In the Editor tab, you can edit the scientific name, rank, notes, source, and whether the taxon's locality information is globally redacted for all occurrences in the portal. Click the pencil icon in the top right corner of the page to edit these fields. **Note that the fields available to edit will depend on the Rank Name (Taxon Rank) of the taxon.**
 
 ![Taxon Editing Form](/symbiota-docs/images/edittaxon.PNG)
 
 ### Changing the parent or accepted name of a taxon
 
-* In the Taxonomic Status tab, you can change the parent taxon name or switch the taxon from being accepted to not accepted (or vice versa). Click the pencil icon to the right of the name type that you would like to change.
+* In the Taxonomic Status tab, you can change the parent taxon name or switch the taxon from being accepted to not accepted (or vice versa). Click the pencil icon (circled below) to the right of the name type that you would like to change.
 * Whenever possible, provide a link or citation for the change in acceptance. For example, you might add a link to the a Plants of the World Online entry, a literature citation with DOI, etc.
 
 {{< notice note >}}
-  If you are changing a taxon to Not Accepted, you must also resolve the accepted status of all children taxa of that taxon individually before the target taxon. The children taxa are listed in the Children Taxa tab and can be accessed and modified through links in that tab. 
+  If you are changing a taxon to Not Accepted, you may see the following warning: "Taxon cannot be changed to Not Accepted until accepted child taxa are resolved". This means you must resolve the accepted status of all children taxa of that taxon individually before you can do so for the target taxon. The children taxa are listed in the Children Taxa tab and can be accessed and modified through links in that tab. 
 {{</ notice >}}
 
 ![Edit Taxonomic Placement](/symbiota-docs/images/edittaxonomicplacement.PNG)
@@ -40,6 +40,6 @@ The taxonomic thesaurus of a Symbiota portal requires frequent curation due to t
 ### Deleting a taxon
 
 * In the Delete tab, you can delete a taxon from the taxonomic thesaurus. Before doing so, you must resolve all linkages to that taxon as listed in this tab.
-* To move all the linkages and resources from one taxon to another (e.g., in the case of duplicate taxonomic names entered in the thesaurus), enter the name of the taxon in the Remap Resources to Another Taxon box and click the Remap Taxon button.
+* To move all the linkages and resources from one taxon to another (e.g., in the case of duplicate taxonomic names entered in the thesaurus), enter the name of the taxon in the Remap Resources to Another Taxon box and click the Remap Taxon button. Note that this will completely delete the taxon that you are currently viewing.
 
 ![Deleting a Taxon](/symbiota-docs/images/deletetaxon.PNG)