The Checklist Editor gives users the ability to create and manage species checklist. The checklists tools can be used to aid researchers in creating biotic inventories, as a teaching tool (e.g. SW teaching checklists), or simply used to create private checklists of ones backyard. Checklists can be shared amoung other users or organized and grouped by inventory projects (e.g. Arizona Flora).
- One must be logged into the data portal to be able to create or edit a checklist. Once logged in, click on My Profile link which is typically listed in left menu or header of the website. This will list all checklists taht you have created or been given permission to edit. Click on the green plus located to the upper right of page to create a new checklist.
- To edit an existing checklist, click on editing symbols (pencil) located in upper right of page (see image 1). The editing symbol on the left ist he admin tool that allows you to add new editors or change title, authors, or other metadata. The editing on the right will toggle the controls for adding and removing species on the list. The middle editing symbol offers a set of tools that aid in finding and linking specimen vouchers to the checklist.
- Note that a name cannot be removed when it has linked voucher records. All vouchers need to be deleted before one can delete a species name. Clicking on a species name will display voucher data.
- Generic, species, and infraspecific taxa are all allowed within a checklist. The Checklist Display page fully reflects the taxonomic option of the author (which names are “accepted” or not). When the checklist is displayed in the Web Key, only species ranks are displayed, and taxonomy is filtered through the taxonomic thesaurus. This ensures that only one single taxonomy is displayed within all keys and confusion over nomenclature is reduced for the end user.