Annotating Publications

Introduction

This section contains procedures and conventions used for annotating taxonomic acts within publications.

General Notes

• All annotation text must be in lowercase except for proper nouns, taxonomic names, and after certain special cases where periods are used (i.e. original descriptions of genera). The first letter of an annotation is not capitalized.
• Always use the spelling as it is used in a publication with abbreviations spelled out fully (e.g. Tel. (A.) adenyus -> Telenomus (Aholcus) adenyus). When a taxon name is misspelled, include only the taxonomic acts that use the misspelled name and include spelling error in the annotation text.
• The pages for an annotation are always listed from first (lowest) page to last (highest) page.
• Rank the individual acts within the annotation text according to level of importance
  • original description > generic transfer > replacement name > description > diagnosis > synonymy or jr. synonym > key to {group} > keyed > type information or lectotype designation > ...
• The page number used for an annotation is the first page on which a taxonomic act appears.
  • An original description begins with the header containing the newly described name of a descriptive block.
• For keys, every page on which a taxon is keyed is listed in the pages for an annotation.
• If a key, catalog, revision, etc. is limited in scope by geographic region, sex of specimens, or any other faction, include the qualified terms in the annotation text.
  • Common qualified annotations are: key to the Nearctic species for males, catalog of New World genera, etc.

Annotation Text Reference

Taxonomic Act	Annotation Text	Comments
original description of a species-group taxon	original description	Note: When using the original description annotation, the assumption is that the name is code-compliant and available.
original description of a genus-group taxon	original description. Type: {type species w/ author}, by monotypy and/or original designation or designated by {author} ({year})	Examples: original description. Type: Embioctonus setiger Masner, by monotypy and original designation; original description. Type: Anteris bilineata Thomson, designated by Muesebeck & Walkley (1956). Note: When using the original description annotation, the assumption is that the name is code-compliant and available.
original description of a family-group taxon	original description	Note: When using the original description annotation, the assumption is that the name is code-compliant and available.
removed from synonymy with another taxon	removed from synonymy with {taxon w/ author}
subgeneric or subspecific designation	changed to {subgeneric or subspecific} status
species-group taxon is transferred to another genus	generic transfer
replacement name (nomen nova) for homonym	replacement name for {taxon w/ author}
junior subjective synonym replaces newly recognized homonym as valid name	senior available for {taxon w/ author}
name is recognized as a junior homonym	recognized as junior homonym of {taxon w/ author}
taxon is redescribed	description
taxon is diagnosed	diagnosis
taxon is senior synonym of taxon (new synonyms only)	synonymy
taxon is junior synonym of taxon (new synonyms only)	junior synonym of {valid taxon w/ author}
key is provided for subordinate taxa	key to {group}	Examples: key to species, key to tribes of Madagascar, etc.
taxon is keyed	keyed
subsequent primary type designation	{lectotype or neotype} designation	If used, do not include type information annotation
primary type of a species-group taxon is identified	type information
primary type of a species-group taxon is lost	type lost	If used, do not include type information annotation
primary type of a species-group taxon is destroyed	type destroyed	If used, do not include type information annotation
taxon placed within higher order taxon or informal group	placed in {taxon or informal group}	Note: Do not included this annotation text if a subgenus is explicitly used within the taxon name (Telenomus (Aholcus) anantes). Examples: placed in Telenomus (Aholcus), placed in Trissolcus basalis species gp., placed in Baryconini, etc.
new distribution record	new distribution record for {place}
catalog of subordinate taxa for the means of presenting a list of taxa	catalog of {qualifier}	Catalogs are usually made of a specific scope like catalog of New Word species or catalog of species described by G. Mayr.
taxon listed in a catalog	listed
biological association of a taxon that has not previously been identified	host association	Separately in the annotation spreadsheet, mark the page number and the associated taxa which are being identified for host annotating.
new name did not meet the criteria for availability as defined in the ICZN.	described as new, unavailable: {reason}	Examples: described as new, unavailable: type species not specified, described as new, unavailable name: type depository not specified, etc.

Taxonomic Act Glossary

description

The act of describing the morphological or other salient characters of a taxon.

diagnosis

The act of defining characters that distinguishes a taxon from another taxon.

junior synonym

A taxon that is treated to be the same as another taxon in which the later taxon is older and considered to be the valid name.

primary type

The name-bearing type for a species-group taxon, which includes holotype, lectotype, neotype, and syntype.

Resources

• Annotation Template (Windows-only): File:Annotations.xls