Citations tab

In this example, the author of the Primary CitationIn Taxonomy, the paper / article that first proposes (specifies) the scientific name for a species. In Botany this paper is known as the Protologue. is the same as the Name AuthorThe author responsible for writing the formal description of a species (i.e. specifying a Taxonomic classification for the species).. We'll add two citations about the species Aus bus:

• The first one (All about Aus bus by Gerard I. Wood) is the primary citation in which the scientific name was first proposed.
• The other is a supporting document.

  Note: In this example it is assumed that there is a record for each author in the Parties module and for each paper in the Bibliography module and that the Bibliography records are attached to the appropriate Parties record(s).
  Of course, if they aren't yet recorded, it is always possible to add any necessary records during the Attachment process.

On the Citations tab:

1. Enter the title of the paper (All about Aus bus) in the Cited In: (Details) field and click the Attach button

   -OR-

   Click the Attach button, which opens the Bibliography module, search for the paper, and attach it.

   The Bibliography record for this paper is attached.

   Note: Summary Data in the Cited In: (Details) field includes the author's name.

2. As this is the primary citation for this scientific name, select the Yes radio button beside Primary Citation:

   

   Note: Note the Citations table at the bottom of the tab. Each row can hold a citation. The fields are automatically filled as data is entered in the Details group of fields. To view the details for a citation, select its row in the Citations table. Details of the currently selected citation display in the Details group of fields.

   Enter details about specimens referenced in a citation in the Specimen group of fields. In this example the article All about Aus buswhich first proposes the Aus bus name was undertaken on a specimen (the HolotypeIn Taxonomy the definitive Type specimen on which a scientific name of a species is based.) held by your organization and recorded in your Catalog:

3. With the cursor in the Specimen field, click the Attach button beside the Specimen table.

   The Catalog module opens.

4. Search for the cited specimen, and attach it.
5. Select the Type Status field and then click the Lookup List button.

   The Lookup Selection box displays:

   

   Note: This is not a definitive list of types and many more can be listed as required by an organization.

   In this case the specimen is the holotype, so select Holotype in the list and then click OK.

   To add another citation:

6. Click the Asterisk in the Citations table at the bottom of the tab.

   The values in the fields above are cleared and details about the additional citation can be added as above.

   In this case we add the following:

   

   Note: As this second citation is not the primary citation, the No radio button beside Primary Citation is selected.

   Note: To view the details for the first citation in the Citations list, simply select it in the list.

7. Save the record.
8. Next we add more details about the primary citation. Select the Primary Citation tab.