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Edit a biological classification

Paul Kiddle edited this page Sep 20, 2018 · 1 revision

Instructions

  1. From the Admin Menu go to Structure > Taxonomies

  2. Click Edit terms next to the biological classification you wish to edit

  3. On the left side of the page you can browse the classification. Navigate by clicking on the plus icons to view child taxa and clicking on a taxon name to open the respective taxon page

  4. In the upper right side of the page, click on the cog wheel icon next to the taxonomic name header of a taxon page and click on Edit. You are now viewing the taxonomic editor

  5. The taxonomic editor is divided into a left Tree side and right Form side. On the Tree side you can add, edit, move, delete or search for taxonomy terms. On the Form side you add/edit the data associated with a term.

  6. When accessing the taxonomic editor via the classification edit function, the respective term is already in edit mode. If you instead access the editor via the taxonomy administration page or if you want to edit a different term, extend the classification to the correct term by clicking on the plus icons and select a term by clicking on the Edit link next to it.

  7. Edit the term on the Form side

  8. Click Save

  9. Add a term by either clicking on the Add term icon in the upper right corner of the Tree side or on the Add term tab above the Form side. The new term will be added as child of the selected term. If no term was selected the new term is added to the root of the classification.

  10. Delete a term by clicking on the Delete term icon in the upper right corner of the Tree side of the taxonomic editor.

Additional options

Add fields

If you need additional fields, for example one for type data, click on the Manage fields tab. Near the bottom of the table is an option to Add new field. The field type is usually “Text”. After saving, more options for the field are available. You can also add a new group and move your new fields into this group. Groups show up as tabs in the taxonomic editor.

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