[Feature Request]: Checklists: ability to sort by higher level taxonomic groups

[themerekat]

Symbiota Portal Name

CCH2, BioGator

Is your feature/tool request related to a problem? Please describe.

No response

Describe the solution you'd like.

Transferred from: https://github.com/themerekat/CCH2-wish-list/issues/19

From Mike Simpson (2020) "Most plant checklists sort by higher level groups, usually bryophytes first, then lycophytes, then ferns (in the broad sense), gymnosperms, and angiosperms. In the latter, sorting by dicots (preferably "basal" angiosperms and eudicots) and monocots is often done. Those higher level categories are already present in the data. Request that the Checklists be capable of sorting that way."

Who else has expressed a desire for this feature/tool?

Dave Blackburn

When and how would this feature be used? What are some use cases?

No response

Additional context

No response

[themerekat]

Agreement from Dave Blackburn: "Is there a way to have additional taxonomic ranks show up on the checklist? For example, is there a way to make all the bids show up under Aves, amphibians under Amphibia, etc.! For some of our BioGator checklists we have >1,000 species names organized mostly into families, but then the families are in alphabetical order. For the uninitiated, this is overwhelming, especially as similar organisms aren't grouped together on the page. I realize they can be filtered by those taxonomic groups."

[themerekat]

Currently can achieve this functionality using parent and child checklists. NEW Batch Parse Species List tool also available to parse existing.

[themerekat]

More details: create a child checklist for each taxonomic group that you want. One of the biggest reasons for this is that the higher taxonomic groups are not always monophyletic. If you put the bryophytes in one checklist and the ferns in another checklist, and you link them all into a parent checklist, then you will still be able to see all the taxa in the parent checklist, but you will also be able to print out the taxonomic groups separately (and then concatenate the taxonomic lists into a Word document, if that's what you're looking for).