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DNA Barcoding and the
  Consortium for the
Barcode of Life (CBOL)
    David E. Schindel, Executive Secretary
           National Museum of Natural History
                 Smithsonian Institution
  SchindelD@si.edu; http://www.barcoding.si.edu
           202/633-0812; fax 202/633-2938
What and why is DNA barcoding?
What are CBOL and iBOL?
CBOL’s activities concerning:
– Biodiversity informatics
– Taxonomic collections
– Global participation
– Access and Benefit Sharing
Fourth International Barcode Conference
Species Identification Matters
Academic research in biology
Food security and safety
Border inspection and export agreements:
– Agricultural pests/beneficial species
– Disease vectors/pathogens
– Endangered/protected species
– Invasive species
Ecosystem services
Environmental quality assessment
A DNA barcode is a
 short gene sequence
       taken from
 standardized portions
    of the genome,
used to identify species
Genomics




                Subgenomics




                              Microbes - 16S
Current Systematic            Plants - RBCL
     Studies                  Animals - COI
Associating Life Stages, Processed Parts,
          Dimorphic Genders
An Internal ID System for All Animals
                                     The Mitochondrial Genome
               DNA
                                             D-Loop     Small ribosomal RNA


                      Cytochrome b


                                                                               ND1
                                       ND6

Typical Animal Cell
                         ND5
                                                        COI                     ND2


              mtDNA                          L-strand
                      H-strand
                               ND4

                                     ND4L
                                                                  COII
                                        ND3
                                                COIII          ATPase subunit 8
  Mitochondrion                                             ATPase subunit 6
Non-COI regions for other taxa
 Land plants:
 – Chloroplast matK and rbcL approved Nov 09
 – Non-coding plastid and nuclear regions being
   explored
 Fungi and protists:
 – CBOL Working Groups convened
 – Recommendations expected for the Fourth
   International Barcode of Life Conference,
   November 2011
How Barcoding Works
First, build a barcode reference library:
– Well-identified specimen
– Tissue subsample
– DNA extraction, PCR amplification
– DNA sequencing
– Data submission to GenBank
Second, use it to identify unknowns:
– Any unidentified juvenile, adult, fragment, product
– Tissue sample, DNA, sequencing
– Comparison with sequences in reference library
The Barcoding Pipeline
        From specimen to sequence to species

                                                            N
                                                            N
                                                            D
                                                   C        D
                                                            1
                                                  NO        2
                                                  DI
                                                  3I
                                                   I

                   Collecting   DNA extraction   CO1 gene       DNA sequencing   Trace file

                                                                                              Database of Barcode
Voucher Specimen
                                                                                              Records
Current Norm: High throughput
Large labs, hundreds of samples per day

                             Large capacity PCR and
                             sequencing reactions




       ABI 3100 capillary
       automated sequencer
● US$100-165K purchase      ● 2-3 hours processing time
● 150-500 samples per day   ● US$3-5 per sample
Technology Development Partnership Goal




  The DNA
 Sequencing
   Lab of
   2013?
Producing Barcode Data: 201?
    Barcode data anywhere, instantly

                           Data in seconds to
                           minutes
                           Pennies per
                           sample
                           Link to reference
                           database
                           A taxonomic GPS
                           Usable by non-
                           specialists
1 Million+ records, 100K+ species




                          NBII, 25 February 2009
GenBank, EMBL, and DDBJ
Global, Open Access to Barcode Data




                          http://www.insdc.org/
                               NBII, 25 February 2009
Specimen Webpages
Sequence Webpages
EOL Species Pages
BARCODE Records in INSDC
Specimen                Voucher              Species
Metadata               Specimen               Name
 Georeference                                Indices
    Habitat                                   - Catalogue of Life
 Character sets
    Images
                       Barcode                - GBIF/ECAT
                                             Nomenclators
   Behavior
  Other genes
                      Sequence               - Zoo Record
                  Trace files      Primers   - IPNI
  Other                                      - NameBank
                                             Publication links
Databases                                    - New species
 Phylogenetic          Literature            Databases
Pop’n Genetics       (link to content or     - Provisional sp.
  Ecological
                           citation)
Linkout from GenBank to BOLD
Linkout from GenBank to Taxonomy




   ISBER: 13 May 2009
Link from GenBank to Museums




 ISBER: 13 May 2009
Darwin Core Triplet
Structured Link to Vouchers

Institutional   :   Collection   :   Catalog
  Acronym             Code             ID
Structured Link to
        Vouchers

 NHM           :      LEP   :   123456

personal   :       DHJanzen : SRNP12345
NCBI’s Biorepository List
Compiled from Index Herbariorum,
literature sources, GenBank submissions
6,936 records
1,177 records with non-unique acronyms
517 homonymous acronyms
374 shared by two records
143 shared by three records
Icelandic Institute of Natural History,
AMNH   Akureyri Division                            Akureyri            Iceland

AMNH   American Museum of Natural History           New York            USA


                                                    Monterrey, Nuevo
UNL    Universidad Autónoma de Nuevo León           León                Mexico

UNL    University of Nebraska State Museum          Lincoln, Nebraska   USA
       Centro de Estratigrafia e Paleobiologia da
UNL    Universidade Nova de Lisboa                  Monte de Caparica Portugal


ZMK    Zoological Musem, Kristiania                 Oslo                Norway

ZMK    Zoologisches Museum der Universität Kiel     Kiel                Germany

ZMK    Zoological Museum, Copenhagen                Copenhagen          Denmark
CBOL/GBIF/NCBI
  Registry of Biorepositories




www.biorepositories.org
How Complete is the
     Barcode Library?
More than 1 million records in BOLD
More than 100,000 species represented
Projects underway in all major groups
Focus on groups with commercial and
societal importance:
– Agricultural pests
– Disease vectors
– Endangered species
How Barcoding Works
First, build a barcode reference library:
– Well-identified specimen
– Tissue subsample
– DNA extraction, PCR amplification
– DNA sequencing
– Data submission to GenBank
Second, use it to identify unknowns:
– Any unidentified juvenile, adult, fragment, product
– Tissue sample, DNA, sequencing
– Comparison with sequences in reference library
40
Barcode of Life Community
                         Networks, Projects, Organizations
• Promote barcoding
  as a global standard
• Build participation
• Working Groups
• BARCODE standard
• International
  Conferences
• Increase production
  of public BARCODE
  records
Investments in Barcoding
~US $5 million per year
– Smithsonian Laboratories for Analytical
  Biology
– Smithsonian barcoding projects
– Sloan Foundation support for CBOL
– Project support by USDA, EPA, FDA, FAA…
– Barcoding in NSF-funded biodiversity grants
Adoption by Regulators
Food and Drug Administration
– Reference barcodes for commercial fish
NOAA/NMFS
– $100K for Gulf of Maine pilot project
– FISH-BOL workshop with agencies, Taipei, Sept 2007
Federal Aviation Administration – $500K for birds
Environmental Protection Agency
– $250K pilot test, water quality bioassessment
FAO International Plant Protection Commission
– Proposal for Diagnostic Protocols for fruit flies
CITES, National Agencies, Conservation NGOs
– International Steering Committee, identifying pilot projects
Investments in Barcoding
~US $5 million per year
CAN $80 million over 2005-2015
Commitments of ~CAN $75 million from
iBOL partners over 2010-2015
Mexico $3M, Brazil $4M, India $10M
iBOL Project
– 5 million specimens, 500K species
– 26 partner countries
– Canada, US, EU, China are
  “central nodes”
iBOL Partner Nodes
iBOL Theme 1 – DNA Barcode Library
 WG 1.1 Vertebrates
 WG 1.2 Land Plants
 WG 1.3 Fungi
 WG 1.4 Human Pathogens and Zoonoses
 WG 1.5 Agricultural and Forestry Pest and Their Parasitoids
 WG 1.6 Pollinators
 WG 1.7 Freshwater Bio-Surveillance
 WG 1.8 Marine Bio-Surveillance
 WG 1.9 Terrestrial Bio-Surveillance
 WG 1.10 Polar Life
Consortium for the
     Barcode of Life (CBOL)
Established May 2004 with Sloan Foundation grant
Secretariat opens at Smithsonian, September 2004
Now in its third two-year funding period
Workshops, Working Groups, networking,
representation/marketing
Now an international affiliation of 200+ members in
50+ countries:
– Natural history museums, biodiversity organizations
– Users: e.g., government agencies
– Private sector biotech companies, database providers
CBOL Member Organizations: 2011




 • 200+ Member organizations, 50 countries
 • 35+ Member organizations from 20+ developing countries
Building the Community
Internal communication through Community
Network (http://connect.barcodeoflife.net)
Outreach communication through
o www.barcodeoflife.org
o CBOL Webinars
Coordination with other barcoding projects
through CBOL’s Implementation Board
Steering Committee planning meetings
Assistance in preparing and submitting
proposals
Connect.barcodeoflife.org
www.barcodeoflife.org
Outreach Activities
Cape Town, South Africa, April 2006, SANBI
– Scale insects in African agriculture
Nairobi, Kenya, October 2006
– Commercial fisheries in Rift Valley lakes
Brazil, March 2007
– Hardwood tree species
– Endangered mammals, reptiles, amphibians
Taiwan, September 2007
Nigeria, October 2008
Beijing, May 2009
India, March 2010
Developing Country Involvement
 CBOL’s outreach meetings
  – Raise awareness, identify priorities, plan and
    promote barcoding projects
  – Support from Swiss SDC
 CBOL training courses and fellowships
  – Courses in South Africa, South America
  – iBOL and Smithsonian leadership
 Canadian IDRC support to South Africa,
 Peru, Costa Rica and Kenya
 French MFA and IRD: Sud Experts Plantes
CBOL’s Global Projects
Fish Barcode of Life (FISH-BOL)
– 30,000 marine/freshwater species by 2010
All Birds Barcoding Initiative (ABBI)
– 10,000 species by 2010
Tephritid fruit flies
– 2,000 pest/beneficial species and relatives by 2008
Mosquitoes
– 3,300 species by 2008
Endangered species
Trees of the world
CBOL                          iBOL
     Promote adoption of           Make barcoding an
barcoding as global standard        operational reality
      Working Groups set
                                Working Groups generate
      standards, promote
                                 barcode data and new
     development of new
                                   barcoding protocols
   technology and analysis
    Promote international         Conduct international
         participation             barcoding activities
   Networking, training and
                              Training related to iBOL WGs
  dissemination of protocols
Representation to CBD, CITES, Implement agreements and
 FAO and other international projects within Convention
            bodies                      guidelines
ABS Workshop, Museum Koenig
        17-19 November 2008




           ABS 7, UNESCO, Paris: 6 April 2009
51 Participants from 24 Countries
                      Sector
          Research Agency        Other
             29      10            12
           56.9%   19.6%         23.5%

          Geographic Representation
                        Latin
  OECD       Africa              Asia    Pacific
                       America
   28          8         4         9       2
  54.9%      15.7%      7.8%     17.6%   3.9%
Nature magazine
7 October 2010
CBD International Regime for
 Access and Benefit Sharing
In the development and implementation of their national
   legislation on access and benefit-sharing, [and on the
   basis of the sovereign right of Parties who regulate
   access to genetic resources and its derivatives,] Parties
   shall:
    (a) Create conditions to promote and encourage
       research which contributes to the conservation and
       sustainable use of biological diversity, particularly in
       developing countries, including through simplified
       measures on access for non-commercial
       research purposes, taking into account the need to
       address a change of intent for such research
International Barcode
         Conferences
Natural History Museum, London: 2005
Academia Sinica, Taipei: 2007
UNAM, Mexico City: 2009
University of Adelaide, Australia: 2011
All-Africa Conference: 2012

30-60 Travel Bursaries awarded for
participants from developing countries
www.dnabarcodes2011.org
David Schindel - DNA Barcoding and the consortium for the barcode of life (CBOL)

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David Schindel - DNA Barcoding and the consortium for the barcode of life (CBOL)

  • 1. DNA Barcoding and the Consortium for the Barcode of Life (CBOL) David E. Schindel, Executive Secretary National Museum of Natural History Smithsonian Institution SchindelD@si.edu; http://www.barcoding.si.edu 202/633-0812; fax 202/633-2938
  • 2. What and why is DNA barcoding? What are CBOL and iBOL? CBOL’s activities concerning: – Biodiversity informatics – Taxonomic collections – Global participation – Access and Benefit Sharing Fourth International Barcode Conference
  • 3. Species Identification Matters Academic research in biology Food security and safety Border inspection and export agreements: – Agricultural pests/beneficial species – Disease vectors/pathogens – Endangered/protected species – Invasive species Ecosystem services Environmental quality assessment
  • 4. A DNA barcode is a short gene sequence taken from standardized portions of the genome, used to identify species
  • 5. Genomics Subgenomics Microbes - 16S Current Systematic Plants - RBCL Studies Animals - COI
  • 6. Associating Life Stages, Processed Parts, Dimorphic Genders
  • 7. An Internal ID System for All Animals The Mitochondrial Genome DNA D-Loop Small ribosomal RNA Cytochrome b ND1 ND6 Typical Animal Cell ND5 COI ND2 mtDNA L-strand H-strand ND4 ND4L COII ND3 COIII ATPase subunit 8 Mitochondrion ATPase subunit 6
  • 8. Non-COI regions for other taxa Land plants: – Chloroplast matK and rbcL approved Nov 09 – Non-coding plastid and nuclear regions being explored Fungi and protists: – CBOL Working Groups convened – Recommendations expected for the Fourth International Barcode of Life Conference, November 2011
  • 9.
  • 10. How Barcoding Works First, build a barcode reference library: – Well-identified specimen – Tissue subsample – DNA extraction, PCR amplification – DNA sequencing – Data submission to GenBank Second, use it to identify unknowns: – Any unidentified juvenile, adult, fragment, product – Tissue sample, DNA, sequencing – Comparison with sequences in reference library
  • 11. The Barcoding Pipeline From specimen to sequence to species N N D C D 1 NO 2 DI 3I I Collecting DNA extraction CO1 gene DNA sequencing Trace file Database of Barcode Voucher Specimen Records
  • 12. Current Norm: High throughput Large labs, hundreds of samples per day Large capacity PCR and sequencing reactions ABI 3100 capillary automated sequencer
  • 13. ● US$100-165K purchase ● 2-3 hours processing time ● 150-500 samples per day ● US$3-5 per sample
  • 14. Technology Development Partnership Goal The DNA Sequencing Lab of 2013?
  • 15. Producing Barcode Data: 201? Barcode data anywhere, instantly Data in seconds to minutes Pennies per sample Link to reference database A taxonomic GPS Usable by non- specialists
  • 16. 1 Million+ records, 100K+ species NBII, 25 February 2009
  • 17. GenBank, EMBL, and DDBJ Global, Open Access to Barcode Data http://www.insdc.org/ NBII, 25 February 2009
  • 21. BARCODE Records in INSDC Specimen Voucher Species Metadata Specimen Name Georeference Indices Habitat - Catalogue of Life Character sets Images Barcode - GBIF/ECAT Nomenclators Behavior Other genes Sequence - Zoo Record Trace files Primers - IPNI Other - NameBank Publication links Databases - New species Phylogenetic Literature Databases Pop’n Genetics (link to content or - Provisional sp. Ecological citation)
  • 22.
  • 23.
  • 25.
  • 26. Linkout from GenBank to Taxonomy ISBER: 13 May 2009
  • 27.
  • 28. Link from GenBank to Museums ISBER: 13 May 2009
  • 29. Darwin Core Triplet Structured Link to Vouchers Institutional : Collection : Catalog Acronym Code ID
  • 30. Structured Link to Vouchers NHM : LEP : 123456 personal : DHJanzen : SRNP12345
  • 31. NCBI’s Biorepository List Compiled from Index Herbariorum, literature sources, GenBank submissions 6,936 records 1,177 records with non-unique acronyms 517 homonymous acronyms 374 shared by two records 143 shared by three records
  • 32. Icelandic Institute of Natural History, AMNH Akureyri Division Akureyri Iceland AMNH American Museum of Natural History New York USA Monterrey, Nuevo UNL Universidad Autónoma de Nuevo León León Mexico UNL University of Nebraska State Museum Lincoln, Nebraska USA Centro de Estratigrafia e Paleobiologia da UNL Universidade Nova de Lisboa Monte de Caparica Portugal ZMK Zoological Musem, Kristiania Oslo Norway ZMK Zoologisches Museum der Universität Kiel Kiel Germany ZMK Zoological Museum, Copenhagen Copenhagen Denmark
  • 33. CBOL/GBIF/NCBI Registry of Biorepositories www.biorepositories.org
  • 34.
  • 35.
  • 36.
  • 37.
  • 38. How Complete is the Barcode Library? More than 1 million records in BOLD More than 100,000 species represented Projects underway in all major groups Focus on groups with commercial and societal importance: – Agricultural pests – Disease vectors – Endangered species
  • 39. How Barcoding Works First, build a barcode reference library: – Well-identified specimen – Tissue subsample – DNA extraction, PCR amplification – DNA sequencing – Data submission to GenBank Second, use it to identify unknowns: – Any unidentified juvenile, adult, fragment, product – Tissue sample, DNA, sequencing – Comparison with sequences in reference library
  • 40. 40
  • 41.
  • 42. Barcode of Life Community Networks, Projects, Organizations • Promote barcoding as a global standard • Build participation • Working Groups • BARCODE standard • International Conferences • Increase production of public BARCODE records
  • 43. Investments in Barcoding ~US $5 million per year – Smithsonian Laboratories for Analytical Biology – Smithsonian barcoding projects – Sloan Foundation support for CBOL – Project support by USDA, EPA, FDA, FAA… – Barcoding in NSF-funded biodiversity grants
  • 44. Adoption by Regulators Food and Drug Administration – Reference barcodes for commercial fish NOAA/NMFS – $100K for Gulf of Maine pilot project – FISH-BOL workshop with agencies, Taipei, Sept 2007 Federal Aviation Administration – $500K for birds Environmental Protection Agency – $250K pilot test, water quality bioassessment FAO International Plant Protection Commission – Proposal for Diagnostic Protocols for fruit flies CITES, National Agencies, Conservation NGOs – International Steering Committee, identifying pilot projects
  • 45. Investments in Barcoding ~US $5 million per year CAN $80 million over 2005-2015 Commitments of ~CAN $75 million from iBOL partners over 2010-2015 Mexico $3M, Brazil $4M, India $10M iBOL Project – 5 million specimens, 500K species – 26 partner countries – Canada, US, EU, China are “central nodes”
  • 47. iBOL Theme 1 – DNA Barcode Library WG 1.1 Vertebrates WG 1.2 Land Plants WG 1.3 Fungi WG 1.4 Human Pathogens and Zoonoses WG 1.5 Agricultural and Forestry Pest and Their Parasitoids WG 1.6 Pollinators WG 1.7 Freshwater Bio-Surveillance WG 1.8 Marine Bio-Surveillance WG 1.9 Terrestrial Bio-Surveillance WG 1.10 Polar Life
  • 48. Consortium for the Barcode of Life (CBOL) Established May 2004 with Sloan Foundation grant Secretariat opens at Smithsonian, September 2004 Now in its third two-year funding period Workshops, Working Groups, networking, representation/marketing Now an international affiliation of 200+ members in 50+ countries: – Natural history museums, biodiversity organizations – Users: e.g., government agencies – Private sector biotech companies, database providers
  • 49. CBOL Member Organizations: 2011 • 200+ Member organizations, 50 countries • 35+ Member organizations from 20+ developing countries
  • 50. Building the Community Internal communication through Community Network (http://connect.barcodeoflife.net) Outreach communication through o www.barcodeoflife.org o CBOL Webinars Coordination with other barcoding projects through CBOL’s Implementation Board Steering Committee planning meetings Assistance in preparing and submitting proposals
  • 52.
  • 54.
  • 55. Outreach Activities Cape Town, South Africa, April 2006, SANBI – Scale insects in African agriculture Nairobi, Kenya, October 2006 – Commercial fisheries in Rift Valley lakes Brazil, March 2007 – Hardwood tree species – Endangered mammals, reptiles, amphibians Taiwan, September 2007 Nigeria, October 2008 Beijing, May 2009 India, March 2010
  • 56. Developing Country Involvement CBOL’s outreach meetings – Raise awareness, identify priorities, plan and promote barcoding projects – Support from Swiss SDC CBOL training courses and fellowships – Courses in South Africa, South America – iBOL and Smithsonian leadership Canadian IDRC support to South Africa, Peru, Costa Rica and Kenya French MFA and IRD: Sud Experts Plantes
  • 57. CBOL’s Global Projects Fish Barcode of Life (FISH-BOL) – 30,000 marine/freshwater species by 2010 All Birds Barcoding Initiative (ABBI) – 10,000 species by 2010 Tephritid fruit flies – 2,000 pest/beneficial species and relatives by 2008 Mosquitoes – 3,300 species by 2008 Endangered species Trees of the world
  • 58. CBOL iBOL Promote adoption of Make barcoding an barcoding as global standard operational reality Working Groups set Working Groups generate standards, promote barcode data and new development of new barcoding protocols technology and analysis Promote international Conduct international participation barcoding activities Networking, training and Training related to iBOL WGs dissemination of protocols Representation to CBD, CITES, Implement agreements and FAO and other international projects within Convention bodies guidelines
  • 59.
  • 60.
  • 61. ABS Workshop, Museum Koenig 17-19 November 2008 ABS 7, UNESCO, Paris: 6 April 2009
  • 62. 51 Participants from 24 Countries Sector Research Agency Other 29 10 12 56.9% 19.6% 23.5% Geographic Representation Latin OECD Africa Asia Pacific America 28 8 4 9 2 54.9% 15.7% 7.8% 17.6% 3.9%
  • 64. CBD International Regime for Access and Benefit Sharing In the development and implementation of their national legislation on access and benefit-sharing, [and on the basis of the sovereign right of Parties who regulate access to genetic resources and its derivatives,] Parties shall: (a) Create conditions to promote and encourage research which contributes to the conservation and sustainable use of biological diversity, particularly in developing countries, including through simplified measures on access for non-commercial research purposes, taking into account the need to address a change of intent for such research
  • 65. International Barcode Conferences Natural History Museum, London: 2005 Academia Sinica, Taipei: 2007 UNAM, Mexico City: 2009 University of Adelaide, Australia: 2011 All-Africa Conference: 2012 30-60 Travel Bursaries awarded for participants from developing countries
  • 66.
  • 67.