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Managing Taxonomic Reference Data

Dave Walker edited this page Jul 4, 2026 · 2 revisions

The Taxonomy form records the current scientific identification for a specimen. Identifications may range from a broad assignment (for example, Animalia → Mollusca → Cephalopoda) to a complete species-level identification.

Taxonomic understanding often improves over time. It is therefore perfectly acceptable—and encouraged—to record the best identification currently available rather than waiting until every level is known.

Current Taxonomy

Each specimen can have one taxonomy record.

Select a specimen to load its current taxonomy record for editing.

If the selected specimen has no taxonomy record yet, completing the form and selecting Save taxonomy creates one for that specimen.

Field Reference

Field Purpose
Kingdom Highest taxonomic rank. Fossils will normally be recorded as Animalia, although plants, fungi and other groups are equally supported.
Phylum Records the specimen's phylum (for example Mollusca, Arthropoda, Brachiopoda).
Class Records the class within the phylum (for example Cephalopoda, Trilobita, Bivalvia).
Order Records the taxonomic order if known.
Family Records the family if known.
Genus Records the genus.
Species Records the species epithet. Together with the genus this forms the scientific name.
Identification confidence Indicates how confident you are that the identification is correct. This represents an assessment of the available evidence rather than certainty.
Identification notes Free-text notes explaining the identification, references consulted, distinguishing characteristics, uncertainties or alternative possibilities.
Save taxonomy Saves the taxonomy record for the specimen.
Delete taxonomy Deletes the currently selected taxonomy record.

Working with Partial Identifications

Complete species-level identifications are not required.

Record the most specific identification that can be supported by the available evidence.

For example:

Example 1 – Broad identification

A polished ammonite purchased from a fossil dealer may initially be identified only as:

Rank Value
Kingdom Animalia
Phylum Mollusca
Class Cephalopoda

Leave the remaining fields blank.

In the notes you might record:

Ammonoidea recognised from shell morphology. Genus and species not yet investigated.

Example 2 – Intermediate identification

After further research the specimen may be identified as belonging to the family:

Rank Value
Kingdom Animalia
Phylum Mollusca
Class Cephalopoda
Order Ammonitida
Family Perisphinctidae

Again, the remaining fields can be left blank.

Example 3 – Complete identification

Once sufficient evidence is available:

Rank Value
Kingdom Animalia
Phylum Mollusca
Class Cephalopoda
Order Ammonitida
Family Perisphinctidae
Genus Perisphinctes
Species biplex

Identification Confidence

The Identification confidence field records your confidence in the identification rather than its taxonomic rank.

For example:

Confidence Typical meaning
Unknown No assessment has yet been made.
Low Tentative identification with significant uncertainty.
Medium Identification appears reasonable but requires confirmation.
High Identification is well supported by the available evidence.

Confidence may be revised as further evidence becomes available.

Best Practices

  • Record the best identification currently available rather than waiting for certainty
  • Leave unknown ranks blank rather than guessing
  • Explain uncertainties in the identification notes
  • Record references, field guides or papers used during identification
  • Update the taxonomy as your understanding improves

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