JACQ Documentation

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====== Literature ======

===== The Literature form =====

Clicking on the Literature button opens a search window for literature references. As an example, open the record “Flora Orientalis” by Boissier. by typing „fl. orient“ in the field **Periodical**. You get a list of all the volumes under this title (in this case all the volumes are already entered into the database). There are seven volumes (1, 2, 3, 4(1), 4(2), 5(1), 5(2) and Supplement) published between 1867 and 1888, furthermore the volumes 1-5 were published by Boissier, the Supplement by Buser.

{{  https://docs.google.com/drawings/d/1AkCh4snTMx-XOA501jfgcdRiWQ6o--oIs-_x_gluwYY/pub?w=960&h=720&.png?nolink&760x520  }}

Click on the first volume to enter the record.

{{  https://docs.google.com/drawings/d/1FTW_ny0BuA8cNe5W163nHQxbmwLwTDQZOTp2Axhyh5E/pub?w=960&h=720&.png?nolink&960x720  }}


==== Fields of the literature data sheet ====

Going through the data fields from left to right, top to bottom:

|   CITATION ID | Every literature record has its own ID number. |
|   < > | The two arrows allow to flip through your search results. |
|   DATE* | Date of publication. Written as: YYYY-MM-DD (or just YYYY-MM, YYYY). For references published over a period of time, the start and end date are entered in the 2 fields, respectively. |
|   CATEGORIES* | Indication of the kind of literature (e.g. biography). Chosen from the drop-down menu. Most literature is listed as “floras, systematics” (in rare cases “biography”, “history”, “herbaria” etc. are used). |
|   EDIT INDEX | List of newly described taxa. |
|   CITED TAXA | List of mentioned taxa of special interest. |
|   CITED PERSONS | List of mentioned persons of special interest. |
|   LIST CONTAINER | Shows structure within complex literature (e.g. chapters). |
|   EDIT CONTAINER | Enables to edit this structure. |
|   URL | Link to publication online. Insert the web link or, if available, the DOI number (note 1).|
|   TITLE* | Full title. This can be the title of a chapter, volume, monograph, etc. It is free text and ended with a full stop [.]. Do not abbreviate. |
|   KEYWORDS | Describing the publication. |
|   SUPTITLE | “super title” Cannot be inserted/edited any more, will be removed from the form. |
|   ANNOTATION | Further annotations. Free text on anything to be noted. |
|   AUTHOR{S}* | Chosen from the drop-down menu. All (!) authors should be added in the order given in the literature itself or in a database.\\ \\ e.g. The “Flora of China”: each volume is edited by an editorial committee and composed of several chapters, written by different authors. Thus, the volumes themselves are inserted with the editors as AUTHORS, whereas the single chapters (genera or families) are entered as separate records with the respective authors. The chapter records can be then sub-ordered to the volume records by means of Edit Container.\\ \\ If the authorship is unclear or the publication was done anonymously choose “unclear” or “Anonymous”, respectively.\\ \\ In the database authors are given as: “Boissier, P. E.” for Pierre Edmond Boissier. If the forenames are unknown or unclear, only the name is listed. Names with “MC” or “Mac” are written as “McNeill, J.” Titles of nobility are inserted like “Wettstein, R. von”. Pay attention to the correct form of the double family name, e. g. “Fuente García, V. de la, Sánchez-Mata, D. & Moreno Saiz, J. C”. \\ \\ Multiple authors are combined with “&” and/or comma. i.e. “Schiffner, V. & Arnell, S. W.” or “Huter, R., Porta, P. & Rigo, G.” |
|   EDITOR{S} | cannot be used any more, will be removed from the data sheet |
|   PERIODICAL* | Periodical (note 4) or monograph (note 5) in standard abbreviation. Publications are chosen from the drop-down menu. They are listed in the database in standard abbreviation according toTL2,BPH or IPNI. Note that in this database the field PERIODICAL is used for both periodicals4 and monographs5 (special case: theses (note 6)) |
|   UNNAMED (LEFT) | Volume, part etc. Volume number (in Arabic numerals or text i.e.“Supplement”). |
|   UNNAMED (MIDDLE) | Subdivisions (also in Arabic numerals and/or text). |
|   UNNAMED (RIGHT) | Pages, figures and tabulae. The range of pages. Essentially, the pages as noted in the book (in Arabic numerals). If the first page number(s) are not printed, but followed by printed numbers, this is indicated by [ ], i.e. [1]-278 or [1-3]-278 (with the first three pages unnumbered)If there is a preface with extra pagination, this is also indicated, i.e. “1-7, 1-278” or “i-vii, 1-278” (depending on whether these numbers are given in Arabic or Roman numerals.) In case the preface does not have any extra pagination or just a part of it, this is indicated by [ ], i.e. “[i-iii], 1-278” or [i-xv]-xxx, [1]-253. If there are several prefaces with extra pagination and extra symbols, this is also indicated (see the example below). \\ \\ Figures (note 2) and tabulae (note 3) are listed after the pagination with their abbreviations “fig.” and “tab.” (plural “figs.” & “tabs.”), separated by a comma. If the figures/tabulae are numbered this is indicated by “figs. 1-15”, otherwise the total number is indicated as “3 figs.”. Example: In more complicated cases, the complete pagination might look like this: “[i-iii], [i]-xxxiv, [1]-1017, 7 figs., tabs. 1-5” which means: \\ \\ (i) a first preface of unnumbered pages \\ (ii) a second preface of numbered pages, with the first page unnumbered \\ (iii) 7 figures without numbering \\ (iv) 5 numerated tabulae. | 
|   PRINTER | Printer/publisher from the drop-down menu, as indicated in the literature itself or in databases. |
|   PRINTING LOC. | Printing locality. Free text, as given in the literature itself or in a database. |
|   ADDITIONS | Further additions. |
|   LISTING | Indicates whether the information has been checked on the basis of the original literature or is taken from other sources. Chosen from a drop-down menu. Common options are: \\ * CHECKED: the original literature has been seen. (NB: In this case the fields URL and/or SIGNATURE should be filled in as well) \\ * DESIDERATUM: literature was inserted based on data from databases, but could not be checked. Desideratum indicates that this literature would be of interest and should be looked for. \\ * OPEN: all the data inserted has been derived from databases or the herbarium specimen but the original publication could not be checked. \\ * REPRINT: a reprint from the original literature was available and could be checked. This is additionally indicated in the reprint´s pagination or date which might differ from the original. |
|   RECENT PUBLICATION | Tick box if applies. |
|   SIGNATURE | Library reference number. |
|   < LITERATURE | to return back to the search page |
|   RELOAD | Makes saved changes in the form visible |
|   RESET | Return to the original status of the record (only if the record has not been updated in the mean time). |
|   EDIT | Make changes to an existing record. |
|   INSERT | Insert a new record. |
|   NEW&COPY | Use an existing record as template for a new entry. |
|   INSERT&COPY | Make a new record based on the previous entry. |
|   INSERT&NEW | Make a new record from a blank form. |
|   LIBRARY | Information about availability of the reference in libraries, pdf collection, internet sources. |


* fields with an asterisk are mandatory


----

===== Working in the DB =====

==== Searching ====

Some recommendations to optimize searches:

A general search using only the field **Periodical** for the name of an important journal will yield dozens of entries, making necessary to refine your search terms.\\ 
In the case of monographs with a single or few volumes it is specific enough to search for the name in **Periodical** (note that in this database the field **Periodical** is used for both periodicals and monographs.).

== PERIODICAL: ==
Following the example “Flora orientalis” by Boissier. First start with a general request.
Type in “flora orientalis” in **Periodical**. No results are shown because in the field **Periodical** you can only search for the standard abbreviations (see also: [[documentation:input:literature&#sources_of_information | Sources of information]]).\\
The standard abbreviation for the “Flora orientalis” by Boissier is “Fl. orient.” Type in “fl. orient.” in **Periodical** and you will get all volumes listed. It is enough to type in “fl. or” or “orien”. You do not need to type all letters, start with the first ones (but do not forget dots and blanks in between).

== TITLE: ==
Here, you cannot search using standard abbreviations, only the original wording of the title. It is also possible to search using fragments of the title, like “flora or” or “orien” to get a result.

== AUTHOR: ==
Generally you only search for the last name. It is not necessary to write the whole name. Note that the author may change during the publication period or among volumes. In the example of Flora orientalis searching for “Boissier” will only display volumes 1-5, because the Supplementum was authored by Buser. \\ 
If you search for “Boissier” without any other search terms (**Year**, **Periodical** etc.) you will get dozens of entries. Refine the search by using a combination of different terms.

== VOLUME: ==
Useful for refining a general search in **Periodical** with many databased volumes. \\ 
Please Note: In contrast to the other fields it is not possible to search for pieces of the volume number. If you search for “1”, you only get volume 1. If you use the wildcard-character ”%” i.e. you search for “1%”, you get volumes like 1, 17, 113 and also 113a.

== YEAR: ==
To search for the publication date. If you search for a date in the format YYYY-MM-DD, which is entered just with the publication year, you will obtain no results. It is also possible to leave last digits out. If you know the decade of publication, but not the exact year, i.e. search for “188” to find literature from the 1880s.

== TROUBLESHOOTING ==
Some reasons why you may not find the literature you are looking for even though it is in the database:

|   "typification" | Some citations are inserted as rudimentary records because the original literature was not available. For example only the **Periodical**, **Author** and the **Year** were inserted, whereas the title was unclear. Instead these fragments are therefore entitled “typification”. In most cases, the pagination of these entries is reduced to a single page.\\ \\ If you have the original literature, check whether this page lies within the range of pages.\\ \\ In most cases, these typification entries were created because a taxon was originally described there. In most cases you will find a taxon entry with a given page if you click **Edit Index**. If this description is part of your publication you can be certain that you are in the right record.) In some cases the author(s) of the newly described taxon entered in the field **Author** is (are) not the same author(s) who published this paper.\\ \\ “typification” entries are provisional! If you have the original literature, edit the record and fill in all the missing data. |
|   looking for the wrong year | Often later volumes of a given year were published the following year. This leads to situations like a publication date of 1859 for an August volume of 1858.\\ \\ Publications spanning over long time periods can be also problematic. In the field **Year** you can only search for the beginning of this period (i.e. if the publication date for you reference is 1850-1851; searching for 1851 will not bring up the record)\\ \\ In both cases it might help to leave out the last digit and broaden the search. |
|   looking for the wrong “periodical” title | Some periodicals may change their titles over time, for example:\\ 1895-1915: Notizblatt des Königlichen Botanischen Gartens und Museums zu Berlin (-Dahlem). Vols. 1-6\\ 1916-55: Notizblatt des Botanischen Gartens und Museums zu Berlin-Dahlem. Berlin-Dahlem. Vols. 7-15\\ 1953: Mitteilungen aus dem Botanischen Garten und Museum Berlin-Dahlem. Berlin-Dahlem. Vol. 1(1)\\ 1953+: Willdenowia; Mitteilungen aus dem Botanischen Garten und Museum Berlin-Dahlem. Berlin-Dahlem. Vol. 1(2) or Feddes Repert. Spec. Nov. Regni Veg. (Vols. 52-69, 1943-1964) with its successor Feddes Repert. (Vols. 70+, 1965+) and its Predecessor(s) Repert. Spec. Nov. Regni Veg. (Vols. 1-51, 1905-1942) |
|   Incorrect spelling | In rare cases authors or standard abbreviations of literature may have been entered incorrectly in the database. In other cases alternative spellings have been used, e.g. Boris Stefanov instead of the standardized spelling Boris Stefanoff linked to  [[documentation:input:literature&#the_international_plant_name_index | IPNI]].\\ \\ Some journals have two names in different languages. For most of them, there is one standard abbreviation listed in [[documentation:input:literature&#The Botanico-Periodicum-Huntianum | BPH]]. Sometimes an abbreviation of the name in a second language also exists. Check for alternative names in BPH.\\ \\ Make sure that the fields LISTING and CATEGORIES are set on “everything“ for a general search. |

==== Entering new data ====

After being sure that the literature is not already databased (including an incomplete version as “typification”), there are two principal ways to create new entries:

- start with a blank form or\\ 
- use a similar, existing entry as a template\\ 

== NEW ENTRY ==

By clicking on this field on the search page, a blank sheet (without ID) opens.
You can now fill in the data according to the aforementioned formats. Fields that are highlighted against a blue background are mandatory. When finished, press **Insert** to save the record. As a result, a new ID appears in top left corner.

== NEW & COPY ==

In many cases it is useful to take a similar existing entry as a template for a new entry, i.e. when several volumes of a series have been published.\\ 
Open it and click **New & Copy**. This will open a new form, with all the data of the original entry. Change the relevant fields (like the title, author, publication date etc.) according to your needs and then click **Insert**.\\ 
This will generate a new record (with a new ID), while the original remains unchanged.

== INSERT & COPY ==

By clicking this button, the current record is inserted into the database and a new record is opened, with the fields filled as in the previous one you just saved. You can now make the relevant changes and insert it as a new entry.

== INSERT & NEW ==

By clicking this field the record is inserted and a blank sheet opens.


==== Editing data ====

This option is used to correct or amend existing entries. By clicking **Edit** the edit mode opens. Now work on the form and click **Update** to save your changes.
Please Note: By clicking **Literature** you can leave your form without saving your changes or inserting new records. Your changes are only saved after clicking **Insert** or **Update**. Just pressing **Edit** does not save anything!
After editing a record check again the changes you made in it. It is also advisable to look again for it from the list Literature form.  

==== Entering new data in the drop down fields ====

Drop-down lists are found in the fields **Categories**, **Authors**, **Periodical**, **Printer** and **Listing**. It can happen that you do not find the entries you need in the list. Searching in the drop-down menu is different from the literature search page. Note that it is not enough to type in a single letter in the drop-down menu. You need at least two letters or one letter and the wildcard %. Furthermore, it is only possible to search for the beginning of the words.

> Example:\\ The “Österreichische Botanische Zeitschrift” is recorded as “Österr. Bot. Z.”, which is the standard abbreviation. As the form also contains the complete title, also searching for “österreichische” or “botan” will lead you to the relevant entry.\\ 

Always check thoroughly whether a record really exists before creating a new one. Avoid double entries!
By clicking **Authors**, **Periodical** or **Printer** field buttons a small window opens. If necessary you might add details or make changes to an existing record. After editing click **Update**.\\ 
If you want to insert a new record in one of these fields, click on the field button you need and use the button **New**. An empty form opens.  

=== AUTHORS: ===

Type the standardized name in **Author**. Referring to [[http://www.ipni.org/ipni/authorsearchpage.do | IPNI - AUTHORS]] fill in the whole (not abbreviated) name, the birth and death date (and if necessary other data) in **Autorsystbot**. This only applies for single authors, not for author combinations (**Autorsystbot** is left empty in the latter case).  For information on authors see [[documentation:input:literature&#sources_of_information | sources of information]].

{{  https://docs.google.com/drawings/d/1ja0at27J1UBT4FkmlarrjxcCSUQGUcrF5BApu5E3Zxg/pub?w=561&h=314&.png?nolink&561x314  }}

=== PERIODICAL: ===

Fill in the standard abbreviation of the publiction here.\\ 
In **Full Name** fill in the full title, but also dates of publication, data on volumes, printing locality etc.\\ 
In **TL2**, **BPH** & **IPNI** fill in the respective catalogue numbers (see [[documentation:input:literature&#sources_of_information | sources of information]]).\\
**Successor**: publication titles may change over time. Choose the new publication name in the drop-down list (listed by standard abbreviation).\\ 
**Predecessor(s)**: generated automatically, if the previous “periodical” is linked with the successor.

{{  https://docs.google.com/drawings/d/1v9HpDE7IH_lm_bo-kX1Ro-IbignYnsNUXdWsqOhqSbk/pub?w=656&h=377&.png?nolink&656x377  }}

=== LIBRARIES: ===

Found in the top right corner, to record where to find a given reference, i.e. in a library or from an internet source.\\ \\ 
Clicking on this field will open a list, which might already contain some entries.\\ \\ 
Clicking **Add New Line** opens a blank sheet, where you can choose a library (or internet source) from the drop-down menu; fill in the signature (library reference number); add a **URL**; add **Stock** (volumes available).\\ 
By clicking **Insert** the data is saved, using **Cancel** you leave the page without saving any changes.\\ 
To change existing entries click **Edit** and save the changes by clicking **Update**. Click **Reload** to make the changes visible on the Edit Literature page.

----
===== Structure of literature =====

In the simplest case, a work is written by a single author and published as stand-alone. More often, there may be different chapters (e.g. family treatments) or parts published by different authors or at different dates, which makes a separation necessary. The same is to be done with works published in several volumes.
Be aware that small chapters within larger publications are sometimes written by different authors and should be treated as separate entities.\\ \\ 
In the past, many books were published in sections and sent in unbound versions to recipients by the printing companies. As soon as a volume or a part of it was complete it was brought to a local bookbinder. They had, in certain respects, different possibilities to arrange the pages. Sometimes illustrations were placed at the end of the book or within the text; the title pages were sometimes completely removed and discarded. Different books might therefore have a different sequence and your book may be different from descriptions in literature databases.\\ \\ 
In case of removed title pages you have to try to seek this information from other sources (e.g. TL2). There can be inconspicuous indications of the publication dates of the different parts. Knowing that title pages were often discarded, the publishers in many cases wrote extra notes at the bottom or the top of the text pages regarding the publication dates. As an alternative, you might find the publication dates of the different parts listed at the beginning or the end of a book.\\ 
Note that one work can be split abruptly into two or more continued fractions linked to different publication dates, and as a result, even one newly described taxon in this work might be linked to two different dates.\\ \\ 
Complex literature is organised in several levels of hierarchy, like the “Flora Iranica”, which comprises several volumes which are furthermore divided into different taxonomic treatments, often containing chapters by different authors.

==== How to document this structure ====

Before you start, always make sure that you really understand the whole structure of your reference. The smallest entities are mainly chapters or even parts of them by a given author. If these are split by different publication dates you have to insert them separately. These entities are the most important ones, as all the taxa descriptions are linked to them. To display them within the context of the whole publication, you also have to add further hierarchy levels to the database.\\ \\ 
For example:\\ 
“Botanische Reisen in den Hochgebirgen Chinas und Ost-Tibets.” by W. Limpricht is a report on an excursion by Limpricht, published in the 12th volume of the Repert. Spec. Nov. Regni Veg. Beih. in 1922.\\ \\ 
This report is divided into two main parts:\\ 
“I. Botanische Reisen in den Hochgebirgen Chinas und Ost-Tibets.” by Limpricht.\\ 
“II. Aufzählung der von Dr. Limpricht in Ostasien gesammelten Pflanzen” by Pax.\\ \\  
The second part itself is composed of family treatments by different authors, i.e. “Asclepidiaceae” by Schlechter or “Symplocaceae” by Lingelsheim & Winkler. These family treatments are the above mentioned smallest entities, which contain descriptions of new species.\\ \\ 
This should look like the following:\\ 

  * Botanische Reisen in den Hochgebirgen Chinas und Ost-Tibets - Limpricht 
      * I. Botanische Reisen in den Hochgebirgen Chinas und Ost-Tibets - Limpricht
      * II. Aufzählung der von Dr. Limpricht in Ostasien gesammelten Pflanzen – Pax
         * Asclepidiace – Schlechter
         * Symplocaceae - Lingelsheim & Winkler

All these different hierarchical levels have to be documented and then linked. In our database these hierarchical levels are called containers, as they can contain other pieces of literature.\\ \\ 
Linking is done by using the option **Edit Container**. It opens a form in which you can insert the next higher container (=next higher hierarchical level).\\ 
On top of the window you see the literature you are working on; below there is a blank line (if it is still unlinked!).\\ 
Set a check mark in the small field on the left and then search for the next higher container in the blank field. In most cases it is sufficient to type in one of the authors and the year of publication. You then get one or several results in the drop-down menu. Choose the right one (according to title, pagination etc.) by clicking on it. Then confirm with **Update**.


{{  https://docs.google.com/drawings/d/10fFSfMc5IAlze3IEaWZiO_lSNFAoeWyXBQTJiQctyr4/pub?w=928&h=714&.png?nolink&928x714  }}

The **Edit Container** option can also be used to delete erroneous entries by clicking on the white cross in a red circle (“delete entry”).\\ 
To view the complete structure of a reference, click **List Container**. You will get a tree, showing all the linked (!) entries at different hierarchical orders. By directing the curser arrow to an entry an extra box with all the full reference pops up, which will take you to the corresponding record if you click it.


{{  https://docs.google.com/drawings/d/19wfnJMranwiu1SFRJogHHkeo2dMP654W7ekq9IpY66o/pub?w=960&h=720&.png?nolink&960x720  }}


==== "typification"-entries ====

They are set up for literature that is not available, e.g. if you know that Wood published //Didiplis diandra// on page 124 of “Amer. Bot. Fl.” but you cannot check the title and the range of pages; you still need to insert the citation in order to print a label.\\ 
You therefore fill in as much as you know. In most cases this will include the publication year, authorship, periodical and the page where the taxon is described.\\ 
As **Title** you fill in “typification.” and set the **Listing** as “open”. After inserting the record you can link the taxon via **Edit Index**.\\ \\ 
If you subsequently find additional information concerning “typification” entries in the database, please complete the records.

==== schedae-publications ====

Up until January 1st, 1953, schedae [scheda, also scida (pl. schedae), latin for “papyrus strip”, “tag” or “sheet”] were a valid form of publication. They were validly published as long as they contained a diagnosis or description, were reproduced mechanically or graphically and were distributed according to the [[documentation:input:literature&#the_international_code_of_nomenclature | ICN]]. After this date, they were only validly published if also distributed independently of the exsiccatae (e.g. as a paper in a journal or a fascicle).\\ \\ 
Schedae publications once were common, especially in the course of series. These were distributed with labels for all the specimens and new taxa were described directly on these (e.g. the series “Flora exsiccata Austro-Hungarica” by Kerner, which contains many descriptions in schedae).\\ \\ 
There are many different forms of publications in scheda. The simplest case is a collection of a single taxon with reproduced labels including a description. They can also be part of an often numbered series. Sometimes, labels were also published as a separate booklet (with pagination). The way to treat these in the database differs from case to case, so always check [[documentation:input:literature&#taxonomic_literature-2 | TL2]] for further information.

{{  https://docs.google.com/drawings/d/1N2OA5W5WlJ1WI7w_0ynkPt4uXq8TZIGaMwUF-fcuU04/pub?w=815&h=687&.png?nolink&815x687  }}

=== How to enter a schedae-publication ===

For a single taxon, the fields are filled in as follows:

**Date**: can be given on the label\\ 
**Categories**: floras, systematics\\ 
**Title**: taxon name\\ 
**Author(s)**: as indicated on the label\\ 
**Periodical**: “in schedis lithogr.”\\ 
**Unnamed Fields**: in case, there is a number given, remark it in the third field\\ 
**Listing**: “checked”\\ \\ 
Then go to **Edit Index** and link the entry to the corresponding taxon.\\ 
In the case of serials, they mainly have a title like ” Schedae ad floram exsiccatam austro-hungaricam” or “Schedae ad Floram Italicam Exsiccatam”. The full title should be entered in the field **Title**; in **Periodical** the abbreviated title should be entered (e.g.” Sched. fl. exs. austro-hung.”). For abbreviations check our database [[documentation:input:literature&#the_international_plant_name_index | IPNI]] or [[documentation:input:literature&#taxonomic_literature-2 | TL2]].\\ \\ 
In most cases the editor is given as AUTHOR, but taxa within the series can be described by other people. Series are generally numbered, so indicate this as well. Some serials are organised and distributed in centuriae or other divisions, e.g. the “Herb. Norm. Sched.”. This structure is also documented in the database.\\ \\ 
The centuria (latin for a division of a hundred) number is given on the left of the unnamed fields. In principle, this field is restricted to numerals. Hence, “Cent.” is suffixed after the series abbreviation, in this case “Herb. Norm. Sched. Cent.”, the number of the centuria is entered in the left and the range of numbers in the right field.\\ \\ 

{{  https://docs.google.com/drawings/d/1uIqhTDNbSZT3t53-BuA-Z0b30YUDdkl8SGyR0YqrdTs/pub?w=856&h=500&.png?nolink&856x500  }}

Depending on the information available, document the schedae-number and/or the page number(s) of the bound version of the schedae in the **Edit Index** sheet.

{{  https://docs.google.com/drawings/d/1buIqD0zLx47H9IN97eIjitz-wt53z656X-zOI1xR3UE/pub?w=456&h=168&.png?nolink&456x168  }}

==== Miscellaneous sections in publications ====

In some cases species are published in a section of a publication that groups together miscellaneous information (i.e. a list of events during the year including new species found, conference summaries, new books published etc.). These can be grouped in a notes, news or miscellaneous section of the journal. In the database, the section is treated as a whole and entered under the name of the section with authors as "Varii". You then enter  a new entry with the author of the section where the species is published and fill in the rest of the form as usual. You then must click **Edit Container**, select the section where this comes from in the drop down menu and tick the box; to show that your entry is part of the wider section under "Varii" as author.

> **Example:** 
> "Smärre notiser. Lärda sällskaps sammanträden." in Bot. Not. 1883: 62-79. (A list of notes concerning different botanists and events for the year 1883.)\\ Within these notes there is a list of mosses published by S. O. Lindberg which was relevant to the specimen being entered. Therefore there one entry was made which encompasses "Smärre notiser. Lärda sällskaps sammanträden." Bot. Not. 1883: 62-79 under **Author**: "Varii". A second was made for S. O. Lindberg´s section Bot. Not. 1883: 63-63 and this entry was linked to the "Varii" entry. The specimen can therefore be entered using S. O. Lindberg´s citation in the journal.


==== How to link taxon names with the relevant literature ====

Literature records can be linked with taxa, using **Edit Index** or **Cited Taxa**. By clicking on these fields a new window with a table opens in which taxa can be added (**Add New Line**), with the relevant pages and figures/tabulae.\\ \\ 
Existing entries can be edited via **Edit**.\\ \\ 
For further information see [[documentation:input:taxonomy#Adding a literature reference|this chapter in the Taxonomy manual]].

----
===== Sources of Information =====

Extra information can be found within the publication itself. On the first and last pages there are often indications of whether a book was published in parts with the respective dates and other valuable hints. In journals, where several issues are often bound together, go to the first pages of an issue to find more detailed information on publication dates or issue numbers. 

Additionally there are several databases which should always be consulted. There, you can find information on standard abbreviations, publication dates, publication history, changing editors, inner structure etc.

The most relevant databases are:

==== The Botanico-Periodicum-Huntianum ==== 

Link: [[http://fmhibd.library.cmu.edu/fmi/iwp/cgi?-db=BPH_Online&-loadframes | BPH]]

This internet database is based on the printed volumes of the Botanico-Periodicum-Huntianum. BPH is the standard reference for abbreviations of journals and periodicals. It contains records on journals and periodicals, comprising full title, standard abbreviation, period of publication, chronology, volumes, etc. These data should be noted in the **Edit Periodical** form.

Basically the BPH entry is copied and pasted in this field, but:

* the abbreviation is recorded only in the first line (**Periodical**)\\
* successors and predecessors only noted in the respective field below\\
* and the last two numbers are deleted.

> **Example: Österreichische Botanische Zeitschrift** \\
> **BPH entry:** \\ Oesterreichische botanische Zeitschrift; gemeinütziges Organ für Botanik. Vienna. Vols. 8–91, 1858–1942; vols. 94–122, 1947–73. Oesterr. Bot. Z. Preceded by: Oesterreichisches Botanisches Wochenblatt. Vienna. For vols. 92–93, 1943–44, see: Wiener botanische Zeitschrift. Vienna. Superseded by: Plant systematics and evolution. Vienna, New York, NY. ULS 4-3140-2. HI 69249 \\ 
> **Database entry:**{{  https://docs.google.com/drawings/d/1K86r1yeWJKY4hvn2vHHQ0g_lDUoRGHLZvTQdpGdO4OU/pub?w=653&h=450&.png?nolink&653x450  }}

==== Taxonomic Literature-2 ==== 

Link: [[http://tl2.idcpublishers.info/ | TL-2]]

Is an online, freely accessibe database based on the 13 printed volumes of "Taxonomic Literature" by Stafleu & Cowan. 

It  is searchable by author, title, TL2 number (type numbers always without dots) and publication year. Results contain information on author names, biographical data, references and independent publications (publications in journals are normally not listed!). Information on the publications is very detailed in most cases, including TL2 number at the beginning of each entry, full name, standard abbreviation, precise publication dates, structure, authors, page range and format. It is also the standard reference for the abbreviations of monographs.

As in records for journals, the relevant data shall be filled in the **Edit Periodical** sheet.

> **Example:**
> //2649. Monograph of the genus Digitaria. Leiden (Universitaire Pers) 1950. Oct. (Monogr. Digitaria). Publ.: 15 Jan 1950 (p. 999: "edited [= published] 15 January 1950"), frontisp., p. [i]-xxi, [1]-999. Copy: U.// \\ \\ The information from the TL2 entries is entered in the literature data sheet itself. Additionally the extra information is recorded in the **Edit Periodical** sheet, comprising: \\ 
> * **Periodical**: TL2 abbreviation (given in italics in brackets at the end of every TL2 entry)
> * **Full Name**: full name, publication locality, publisher, structure and publication dates
> * **TL2**: TL 2 number, given at the beginning of every entry
> * Data given after "**Copy**:", indicating from where copies of the respective literature were known to the authors are not recorded.\\ 
> Note "Oct.", given after the publication date and before the standard abbreviation, refers to the original format of the book (= octavo, each sheet was folded and cut in eight pages) - don't enter it as the publication month October!

==== The Harvard University Herbaria ==== 

Link: [[http://asaweb.huh.harvard.edu:8080/databases/botanist_index.html | HUH]]

Usually consulted as a database for botanists and collectors. It can be used as an addition to TL2 and IPNI, for data like the full name of an author, or the topics and regions an author worked on etc. In contrast to IPNI and TL2, collectors and botanists who did not describe any new species are also listed.

==== The International Plant Name Index ==== 

Link: [[http://www.ipni.org | IPNI]]

A general database of plant species names and their original publication. IPNI is the standard reference for author standard abbreviations (see taxonomy manual).

It is also the source for the IPNI- and the BPH-number, which should be recorded in the **Edit Periodical** form. See screenshot above.

==== TROPICOS ====

Link: [[http://www.tropicos.org | tropicos]]

Another general database on nomenclature and bibliography (in many cases with direct links to [[http://www.biodiversitylibrary.org/ | BHL]]).

==== The International Code of Nomenclature ====

Link: [[http://ibot.sav.sk/icbn/main.htm | ICN]]

The first Code was published in 1905 after the first International Botanical Congress. Ever since, the Code is updated every five years (after each International Botanical Congress). Each new version replaces the previous one, the current one is the “Melbourne Code” from 2012 (named after the location of the last Congress).\\ 
There is a very useful "Search" - option at the start page.

==== Other Sources ====

Besides these databases, there are several internet sites providing literature online. The most important ones are:

[[http://www.biodiversitylibrary.org/ | BHL (Biodiversity Heritage Library)]], searchable for periodicals, titles, authors and cited taxa.\\ 
[[http://www.archive.org | Archive]], searchable for periodicals, titles and authors.\\ 
[[http://bibdigital.rjb.csic.es/ing/index.php | Biblioteca Digital del Real Jardín Botánico CSIC]], searchable for periodicals, titles and authors.

In case you are looking for a certain literature always check in our database whether there are any entries regarding signatures in libraries or direct links to internet sources.

----
===== Notes =====
(1) DOI (Digital Object Identifier): unique, persistent link for the given reference. It is not the URL, but is assigned additionally. It is a character string used to uniquely identify an electronic document or other object. See [[http://en.wikipedia.org/wiki/Digital_object_identifier | Wikipedia]] for further details.\\ \\ 
(2) Figure: illustration, which might be a picture, photograph, drawing, map or a diagram.\\ \\ 
(3) Tabula: a set of different figures arranged on an extra page. These categories are used inconsistently by different people, so just follow the indications of your reference.\\ \\ 
(4) Periodical: journals which are published more or less periodically in volumes.Titles sometimes change or ceased, but technically on-going. Comprise articles by different authors.\\ \\ 
(5) Monograph: planned to be completed. From single books to works with some to many volumes. By single to many authors. Publication of volumes is not necessarily regular.\\ \\ 
(6) Theses are entered as “Ph.D. Thesis, Univ. Leiden, The Netherlands”, “Ph.D. Thesis, Porto Alegre, Universidade Federal do Rio Grande do Sul” [kind of thesis, locality, country]. If necessary, diploma theses also can be entered like “Diploma Thesis, […], […]” but note that diploma theses are no official publications in contrast to Ph.D. theses.\\
JACQ Documentation

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