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TAXREF Taxonomic Referencing made easy 1. INTRODUCTION TaxRef is designed to meet three needs: 1. Taxonomic validation: given a list of potentially correct taxon names, identify the currently accepted name corresponding to that taxon name, or record the name as being invalid. e.g. given "Fellis tigris", validate the name as a mistype of "Felis tigris", which is a junior synonym of "Panthera tigris". 2. Taxonomic referencing: given a valid taxon name, fill in higher taxonomy corresponding to that name. Note that this will need to be against a particular taxonomic checklist. e.g. given "Panthera tigris", identify the family ("Felidae"), order ("Carnivora"), class ("Mammalia"), phylum ("Chordata"), kingdom ("Animalia") and optionally domain ("Eukarya"). 3. Checklist comparison: given multiple taxonomic checklists, identify differences between them and provide summaries as to those differences. e.g. one checklist might have "80% (n=4) of the names in genus 'Panthera'" as the other checklist. 2. HOW TO USE IT For now, TaxRef is in a very early pre-release. Please use the following steps to try TaxRef. 1. Check if you have Java installed: http://www.java.com/en/download/installed.jsp Mac OS X 10.6 and below: Java should be pre-installed. Mac OS X 10.7 (Lion) and above: Java is not pre-installed. Windows: depends on your computer manufacturer. Linux: probably not, but should be available from your package manager. If not, you should be able to install a version of Java for your operating system from: http://www.java.com/en/download/manual.jsp 2. Download TaxRef for Windows from: https://github.com/gaurav/taxref/blob/master/releases/build/TaxRef-devel.zip?raw=true 3. Choose a CSV dataset to validate. If you can't come up with one, download the DwC-A file from http://ipt.pensoft.net/ipt/resource.do?r=neembucu and unzip it. Find the "taxon.txt" file in the unzipped directory. 4. TaxRef doesn't yet support files without a header line; however, it does support tab-delimited files! If you're using your own checklist, make sure that it's either tab-delimited or CSV with a header as the first line of the line. 5. Download the ITIS DwC taxa.txt file from http://gaurav.github.com/itis-dwca/ (right-click on http://gaurav.github.com/itis-dwca/latest/taxa.txt and do a Save-As). 6. In TaxRef, select menu item "File" -> "Open tab-delimited" and choose the taxon.txt. - TaxRef automatically extracts a canonicalName (monomial, binomial or trinomial) from the scientificName, unless a "canonicalName" column is already defined in the input file. - In some cases (e.g. id #1776), TaxRef cannot extract a canonical name (from "H. leucophlaeos (Mart. ex DC.) Mattos"). However, this is a fully editable work environment -- you can enter the correct name into the canonicalName column if you like. 7. Select menu item "Match" -> "Match against CSV", and choose the ITIS CSV file (I'm calling these file "DarwinCSV" files for convenience) - The "Match" -> "Match against ITIS" menu option will automatically download the ITIS DwC file you downloaded above and run the match. - All matched names -- scientific names and canonical names -- will light up in red (not matched) or green (matched). 8. If you want, you can save this file as a CSV -- the red/green match status isn't exported yet, but the canonical name is. I hope to have it set up so that it adds the taxonId for matched names, which can then be exported to indicate that the name was successfully matched. 3. COPYRIGHT Copyright (C) 2012 Gaurav Vaidya. This program is free software: you can redistribute it and/or modify it under the terms of the GNU General Public License as published by the Free Software Foundation, either version 3 of the License, or (at your option) any later version. This program is distributed in the hope that it will be useful, but WITHOUT ANY WARRANTY; without even the implied warranty of MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the GNU General Public License for more details. You should have received a copy of the GNU General Public License along with this program. If not, see <http://www.gnu.org/licenses/>.