Standards and protocols

From systematics

Jump to: navigation, search

This page is a collection of standards and protocols for inputting data to eMonocot Cyperaceae (the Cyperaceae Scratchpad).



In the information field, add "Photographer:", "Date:", "Additional information:" Write these on separate lines so that in the future, they might (if we are nice to Ed) get parsed into the relevant fields.


Classifications should not be imported directly at this time; rather, the Scratchpads Crew will be bringing in the non-Carex Cyperaceae by subfamily, tribe, and genus, so that all names are in. These can then be shuffled around as the relevant parties see fit. The Cariceae will be imported in coordination with the Scratchpads developers.

Taxon pages

We have a separate page that describes the process of creating a taxon page, and several standards are covered in there. In addition, please observe the following protocols to avoid causing confusion.

Authorial / editorial teams

If you have taxon page content that you would like to contribute -- not just images or bibliographic items that you would like to link to the taxonomy -- you need to check who the lead author or authorial team is for that taxon. We'll keep a running list on ___ (google spreadsheet? might be more efficient than the wiki). If there is no author or team for that taxon, you are free to sign up for it and create your content. Make sure that you indicate yourself as the lead for that taxon in the list (LINK).

If there is already an author or team for that taxon, you may either contact one of the members and either to be part of the team, which case you would become a co-author for that taxon page and submit content directly; or, if your contribution is minor (e.g., a small correction), just submit the correction as a comment. The latter approach publishes your additional information or correction immediately, and the authorial team can incorporate it into the text as they see fit.

Avoiding duplications

Before writing a page, search content to make sure no page exists already.


Duplicate bibliography items will quickly become a headache. At the outset of the project, it would be helpful if everyone involved would send bibliographies to Odile, who can manage them in bibliographic software (e.g., Endnote) and screen duplicates there. The existing references on Scratchpads can be exported into the same bibliographic software, so that one major import can be undertaken at the outset of the project. Then, individual references or small numbers of references can either be imported in small batches or entered directly in the system; in either case, duplicates will have to be searched manually. For more than a few references, it will probably always make sense to export the existing items into bibliographic software and manage there, then import any references that are new to the system using the import scripts rather than manually entering them.

The contact for bibliographies on this project is Odile.


Duplicate locations can be created in the system, which will not give you a warning. To avoid this, please take the following steps when creating a location:

  1. Search locations by keywords in your location to see whether the location has been created previously
  2. Create locations using the following naming standard: Tdwg2:Tdwg3:Tdwg4:LocationName. As an example, Waterfall Glen in DuPage County, Illinois, would be named "United States:Illinois:DuPage:Waterfall Glen". This approach should help to limit duplications which, although not catastrophic, will only make things messier as our database grows in size.


not discussed yet.

Personal tools