Project commissioning
The taxonomic and geographic scope of the project is defined and
an appropriate specialist selected to do the work.
Identification of suitable taxonomists
Taxonomic specialists are sought who can give advice on taxonomic
matters in the survey.
Selection of the target taxonomy
The most appropriate classification system for the target taxon
is chosen and further sources of data on the taxon sought.
Delimitation of the target area
Careful consideration is given to the region(s) to be included
in the survey.
Identification of taxonomic collections
The most appropriate herbaria and genebanks are identified for
visiting during the survey.