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Champaign, 27th July 2017
A Clearinghouse
for Taxonomy & Nomenclature
Markus Döring, GBIF
CLEARINGHOUSE MODEL
For reviewFor review
For review For review
IPNI
Index
Fungorum
ZooBank
Global
Species
Database 1
GSD 2
GSD 3 …
Provisional
Datasets
Clearing House
Catalogue
of Life
(Reviewed)
“Index of
Names”
(Reviewed)
ExtendedCatalogueSeparates names & taxa
Different authorities: nomenclator & GSD
Integrate sources on distinct name
single consensus taxonomy
Provisional & authoritative sources
Offers a review queue to every source
NAMES
A unique name is based on:
Genus, species-, infraspecific epithet
Rank
Authorship regardless of spelling
Name types
Included: Linnean names, Named hybrids, Virus names
Exclude: hybrid formulas, cultivars, OTUs
NameID from nomenclator
Otherwise preliminary clearinghouse nameID
Major information (draft)
Code (ICN, ICZN, …)
Homotypic synonyms (basionym & replacement names )
Original publication
isFossil
Available
Conserved, rejected
Nomenclatural notes
Acacia (Juliflorae) aneura F. Muell. ex Benth. var. latifolia J.M. Black
Acacia (Juliflorae) aneura var. latifolia J.M. Black
Acacia aneura Benth. var. latifolia J. Black
Acacia aneura var. latifolia J. Black
Acacia aneura var. latifolia J.M. Black
TAXA
Single consensus view
Track historic concepts
Manage CoL classification in clearinghouse
Heterotypic synonymy
Assign taxon IDs
Computable rules based on synonymy & siblings
Reviewed and provisional taxon ids might differ
Supplementary CoL information
Distribution
Vernacular names
Lifezone & fossil flags
CLEARINGHOUSE API
All services expose both
Reviewed data only
Extended data including provisional information
Nomenclatural services
Name matching
List homotypic synonymy
Correct spelling
Name history (nomenclatural events around a basionym)
Taxonomic services
Search
Browse children
List entire synonymy
STAGING WORKSPACE
Initial import of sources, cleaning & interpretation
Reader for ACEF, DwC-A, TCS
Clean whitespace, html entities, encoding issues
Interpret values (e.g. dates, rank, country, language)
Parse names (if not parsed yet, DwC only)
Match to clearinghouse names (assign nameID)
Integrity checks for review
Check name structure, accepted name for synonyms, …
Check for duplicate name within source or outer CoL
More existing workbench checks, add over time
Change metrics (# of new, updated & deleted names)
Editorial decisions
Map taxa to CoL classification
Block name
Change name status
Publish to clearinghouse
Staging API for review, preview & editorial decisions
Staging
Workspace
Source
editorial
control
CLEARINGHOUSE WORKSPACE
Represents current best knowledge
Includes both reviewed & provisional placement
Maintains the CoL classification
Mints taxon identifier
Community contributions
Fully versioned
Comments everywhere
Edits in areas without authority
Content bots adding provisional information
Basionym relations
BHL literature links
Review queues for sources
Editorial decisions
Manage authorization for taxonomic groups
Move taxa to other group (to change source authority)
Release CoL
Clearinghouse
Workspace review
queue
Public
Staging
Workspace
Source
editorial
control
COL RELEASE SPACE
Contains latest interim (monthly) release
Not archived
Archive of all annual releases
API & portal expose them
GSD decides name fidelity
Name exactly as provided
Name spelling from nomenclator
Homotypic synonymy added
CoL
Release
Public
Clearinghouse
Workspace review
queue
Public
Staging
Workspace
Source
editorial
control
OPTIONS FOR EVOLUTION
Extended nomenclatural model
Nomenclatural acts
Type specimen
Name Author entities
Reference entities
More name relations
Concurrent taxon concepts
Multiple classifications
Multiple concepts per name
Allows precise identifications, national lists, etc.
Species images
Reference image selected by community

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Co l+ clearinghouse

  • 1. Champaign, 27th July 2017 A Clearinghouse for Taxonomy & Nomenclature Markus Döring, GBIF
  • 2. CLEARINGHOUSE MODEL For reviewFor review For review For review IPNI Index Fungorum ZooBank Global Species Database 1 GSD 2 GSD 3 … Provisional Datasets Clearing House Catalogue of Life (Reviewed) “Index of Names” (Reviewed) ExtendedCatalogueSeparates names & taxa Different authorities: nomenclator & GSD Integrate sources on distinct name single consensus taxonomy Provisional & authoritative sources Offers a review queue to every source
  • 3. NAMES A unique name is based on: Genus, species-, infraspecific epithet Rank Authorship regardless of spelling Name types Included: Linnean names, Named hybrids, Virus names Exclude: hybrid formulas, cultivars, OTUs NameID from nomenclator Otherwise preliminary clearinghouse nameID Major information (draft) Code (ICN, ICZN, …) Homotypic synonyms (basionym & replacement names ) Original publication isFossil Available Conserved, rejected Nomenclatural notes Acacia (Juliflorae) aneura F. Muell. ex Benth. var. latifolia J.M. Black Acacia (Juliflorae) aneura var. latifolia J.M. Black Acacia aneura Benth. var. latifolia J. Black Acacia aneura var. latifolia J. Black Acacia aneura var. latifolia J.M. Black
  • 4. TAXA Single consensus view Track historic concepts Manage CoL classification in clearinghouse Heterotypic synonymy Assign taxon IDs Computable rules based on synonymy & siblings Reviewed and provisional taxon ids might differ Supplementary CoL information Distribution Vernacular names Lifezone & fossil flags
  • 5. CLEARINGHOUSE API All services expose both Reviewed data only Extended data including provisional information Nomenclatural services Name matching List homotypic synonymy Correct spelling Name history (nomenclatural events around a basionym) Taxonomic services Search Browse children List entire synonymy
  • 6. STAGING WORKSPACE Initial import of sources, cleaning & interpretation Reader for ACEF, DwC-A, TCS Clean whitespace, html entities, encoding issues Interpret values (e.g. dates, rank, country, language) Parse names (if not parsed yet, DwC only) Match to clearinghouse names (assign nameID) Integrity checks for review Check name structure, accepted name for synonyms, … Check for duplicate name within source or outer CoL More existing workbench checks, add over time Change metrics (# of new, updated & deleted names) Editorial decisions Map taxa to CoL classification Block name Change name status Publish to clearinghouse Staging API for review, preview & editorial decisions Staging Workspace Source editorial control
  • 7. CLEARINGHOUSE WORKSPACE Represents current best knowledge Includes both reviewed & provisional placement Maintains the CoL classification Mints taxon identifier Community contributions Fully versioned Comments everywhere Edits in areas without authority Content bots adding provisional information Basionym relations BHL literature links Review queues for sources Editorial decisions Manage authorization for taxonomic groups Move taxa to other group (to change source authority) Release CoL Clearinghouse Workspace review queue Public Staging Workspace Source editorial control
  • 8. COL RELEASE SPACE Contains latest interim (monthly) release Not archived Archive of all annual releases API & portal expose them GSD decides name fidelity Name exactly as provided Name spelling from nomenclator Homotypic synonymy added CoL Release Public Clearinghouse Workspace review queue Public Staging Workspace Source editorial control
  • 9. OPTIONS FOR EVOLUTION Extended nomenclatural model Nomenclatural acts Type specimen Name Author entities Reference entities More name relations Concurrent taxon concepts Multiple classifications Multiple concepts per name Allows precise identifications, national lists, etc. Species images Reference image selected by community

Editor's Notes

  1. T1-23-06   The Global Biodiversity Information Facility: A Review of Progress and Challenges in Plant Data Mobilization and Integration       Siro Masinde1 Hobern Donald1 1. Global Biodiversity Information Facility (GBIF)   GBIF - the Global Biodiversity Information Facility (http://www.gbif.org/) is the leading aggregator of species occurrence data, including botanical and fungal data. As of January 2017, GBIF had more than 700 million records harvested from over 32,000 data resources published by more than 800 data providers. Since its establishment in 2002, GBIF has provided leadership in delivering tools, standards and best practices for mobilizing biodiversity data for free and open use by the research community and to support policy applications. Established tools and processes now support the aggregation and integration of species distribution data from natural history collections, field research, environmental genomics, citizen science and literature into a single, unified resource. Modern approaches to linked-open data management point the way to this data resource becoming the focal point for connecting the full spectrum of recorded information about species and communities. GBIF strives to provide well integrated data of high quality and in large quantity to enable users to query and summarize data, with answers that are as complete and accurate as possible. This can only be achieved if data providers worldwide mobilize large, high quality data across a wide spatial, temporal and taxonomic spectrum and publish them openly using interoperable standard data formats. We review GBIF progress in plant data mobilization and integration, and provide insights on future directions. We also highlight the challenges encountered and invite a discussion on future expectations of the botanical community and the role the community can play in developing and curating the GBIF database to meet the needs and expectations of users.       Keywords: data mobilization data integration data management GBIF linked-open data
  2. No subgenus or infraspecific hierarchy for quadrinomials Also valid / correct name? Orthographic variants ???