基于颜色特征的昆虫自动鉴定方法

对昆虫实现自动鉴定是将相关专家从大量重复性的鉴定工作中解脱出来的最有效的方法之一。本章文着重论述昆虫自动鉴定系统鉴定的基本原理,开发步骤和使用昆虫自动鉴定系统进行自动鉴定的步骤,基于颜色特征的昆虫自动鉴定系统开发中在图像获取、颜色特征提取方面的难点和相应的解决方案。最后,经过测试开发出的基于颜色特征的蝴蝶自动鉴定系统在对43种蝴蝶的自动鉴定上取得了95.2%准确率。     

仓贮害虫寄生蜂-雅脊金小蜂及其属内种的识别

雅脊金小蜂Theocolax elegans(Westwood, 1874)是一种世界性分布的贮粮害虫寄生蜂,寄主范围广泛。本文对其成虫形态特征进行记述并从形态学、寄主与分布等方面区分了蚁形金小蜂属Theocolax内的近缘种类,并编制该属已知种的检索表。以期为相关鉴定提供参考依据,为雅脊金小蜂天敌利用提供资料。     

On the Roles of Morphological and Biochemical Criteria in Species Identification: An Example of Dragonfly Larvae of the Genus Aeschna

Dragonflies belong to the group of organisms with numerous well-differentiated species-specific characters at the adult stage, on the one hand, and a significantly smaller number or even the absence of such characters at the early ontogenetic stages. An example of the genus Aeschna is used to show difficulties in revealing morphological and biochemical characters allowing identification of larval dragonflies belonging to closely related species of the family. Distinct morphometric characters can be found only in late-instar larvae. The presence of species-specific proteins in the homogenates of thoracic muscles provides the possibility of using biochemical tests for species identification of larvae. Infestation by parasites has no effects on the biochemical parameters studied. Species identification of the early-instar dragonfly larvae is still problematic.     

Foliar trichornes of the evergreen and semideciduous species of the genus Quercus (Fagaceae) in the Iberian Peninsula

The leaf trichomes of the evergreen and semi-deciduous species of the genus Quercus living in the Iberian Peninsula were studied by means of SEM and LM. The SEM has been particularly useful because of the high quality of the illustrations and the possibility of recognizing the structures under I,M or the stereomicroscope afterwards. The studied species were: Quercus coccifera, Q ilex , Q rotundifolia, Q suber, Q canariensis, Q faginea, Q brateroi and Q lusitanica . All species show some exclusive particularities that permit their identification using these characters. The abaxial surface of the leaf always has more trichomes than the adaxial and hence provides more characters for identification. Quercus alpestris Boiss. shows the same features in the leaf trichomes as Q faginea Lam. A key for identification using these characters is provided.     

Foliar trichomes of the evergreen and semi-deciduous species of the genus Quercus (Fagaceae) in the Iberian Peninsula

The leaf trichomes of the evergreen and semi-deciduous species of the genus Quercus living in the Iberian Peninsula were studied by means of SEM and LM. The SEM has been particularly useful because of the high quality of the illustrations and the possibility of recognizing the structures under LM or the stereomicroscope afterwards. The studied species were-. Quercus coccifera, Q. ilex, Q. rotundifolia, Q suber, Q canariensis, Q. faginea, Q. broteroi and Q. lusitanica. All species show some exclusive particularities that permit their identification using these characters. The abaxial surface of the leaf always has more trichomes than the adaxial and hence provides more characters for identification. Quercus alpestris Boiss. shows the same features in the leaf trichomes as Q. faginea Lam. A key for identification using these characters is provided.     

Biology and host specificity of the genusPsoroptes Gervais (Acarina: Psoroptidae), with reference to its occurrence in Australia

Psoroptes mites are obligate ectoparasites of mammals that cause psoroptic mange in a number of domestic and wildlife species world-wide. Correct identification of species in this genus is important for eradication and quarantine programs. However, conflicting reports about species identity and host specificity within this morphologically conservative genus have raised questions regarding the usefulness of the taxonomic characters previously used to distinguish species. Records that rely only on host species do not provide accurate identification ofPsoroptes mites at the species level. This paper reviews the information available on life history, geographic distribution, and host specificity for this genus, with special reference to problems associated with identifying species in Australia.     

Revision of the pseudo-orbweavers of the genus Fecenia Simon, 1887 (Araneae, Psechridae), with emphasis on their pre-epigyne

The present paper provides a taxonomic revision of the genus Fecenia with emphasis on the characteristics of the pre-epigynes which are integrated for the first time into an identification key. As a result, one species is revalidated, Fecenia protensa Thorell, 1891, stat. n., and two new junior synonyms for Fecenia protensa are recognised: Fecenia sumatrana Kulczyński, 1908, syn. n. and Fecenia nicobarensis (Tikader, 1977), syn. n. New records are reported: Fecenia ochracea (Doleschall, 1859)from Malaysian Borneo, Fecenia macilenta (Simon, 1885) from Sumatra, Indonesia, Fecenia protensa from Thailand and Malaysia, Fecenia travancoria Pocock, 1899 from Sri Lanka and Thailand, and Fecenia cylindrata Thorell, 1895 from Thailand and Laos. Additional information on the biology of Fecenia is provided and the validity of characters for identifying Fecenia species is discussed.     

Morphological comparison and DNA barcoding of four closely related species in the genera Misgurnus and Paramisgurnus (Cypriniformes: Cobitidae)

To evaluate the feasibility of morphological and genetic identification of the closely related species in the genera Misgurnus and Paramisgurnus, the morphological characters of four species in these genera and DNA barcoding of five loaches (P. dabryanus, M. anguillicaudatus, M. bipartitus, M. mohoity, and Barbatula toni) were investigated. Twelve morphological characters were measured in 542 individuals to perform the comparative analysis. Among these characters, only the caudal peduncle length (L_CP) revealed significant difference (P < 0.05) among these four species. The clustering based on morphological characters formed two clusters (P. dabryanus and M. anguillicaudatus; M. bipartitus and M. mohoity). A total of 186 COI fragments for the five loaches investigated were sequenced and analyzed. The results showed that interspecific K2P distance was much higher than intraspecific distance within the five species. Bayesian inference of phylogeny showed that individuals of these species were divided into five specific clades. Meanwhile, the COI fragments exhibited 22 character attributes for the differentiation of the five loach species based on character-based method. Our results suggested that DNA barcoding based on COI can be used as an efficient identifier of these five loach species; the combination of distance-based method, Bayesian inference and character-based approach provides higher resolution of identification at species level.     

Phylogenetic implications of the morphology of the braincase of caecilian amphibians (Gymnophiona)

Caecilian morphology is strongly modified in association with their fossorial mode of life. Currently phylogenetic analyses of characters drawn from the morphology of caecilians lack resolution, as well as complementarity, with results of phylogenetic analyses that employ molecular data. Stemming from the hypothesis derived from the mammal literature that the braincase has the greatest potential (in comparison to other cranial units) to yield phylogenetic information, the braincase and intimately associated stapes of 27 species (23 genera) of extant caecilians were examined using images assembled via microcomputed tomography. Thirty‐four new morphological characters pertaining to the braincase and stapes were identified and tested for congruence with previously recognized morphological characters. The results reveal that when added to previous character matrices, characters of the braincase and stapes resolve generic‐level relationships in a way that is largely congruent with the results of molecular analyses. Analysis of a combined data set of molecular and morphological data provides a framework for conducting ancestral character state reconstructions, which resulted in the identification of 95 new synapomorphies for various clades and taxa, 27 of which appear to be unique for the taxa that possess them. Together these data demonstrate the utility of the application of characters of the braincase and stapes for resolving phylogenetic relationships for a group whose morphology is largely confounded by functional modifications. In addition this study provides evidence of the utility of the braincase in resolving problematic morphology‐based phylogeny outside of Amniota, in an amphibian group. © 2012 The Linnean Society of London, Zoological Journal of the Linnean Society, 2012, 166 , 160–201.     

Identification of Biomphalaria havanensis and Biomphalaria obstructa populations from Cuba using polymerase chain reaction and restriction fragment length polymorphism of the ribosomal RNA intergenic spacer

In Cuba, several Biomphalaria species have been reported such as B. orbignyi, B. schrammi, B. helophila, B. havanensis and B. peregrina; only the latter three are considered as potential hosts of Schistosoma mansoni. The specific identification of Biomphalaria species is based on anatomical and morphological characters of genital organs and shells. The correct identification of these snails is complicated by the high variation in these characters, similarity among species and in some cases by the small size of the snails. In this paper, we reported the classical morphological identification, the use of PCR and RFLP analysis of the internal transcribed spacer region of the ribosomal RNA genes for molecular identification of seven snail populations from different localities in Cuba. Using morphological and molecular analysis, we showed that among the studied Cuban Biomphalaria populations only B. havanensis and B. obstructa species were found.     

Deciphering the products of evolution at the species level: the need for an integrative taxonomy

Progress in molecular techniques together with the incorporation of phylogenetic analyses of DNA into taxonomy have caused an increase in the number of species’ discoveries in groups with morphological characters that are difficult to study or in those containing polytypic species. But some emerged criticisms plead for a taxonomic conservatism grounded either on the requirement of providing evidences of morphological distinctiveness or reproductive barriers to erect new species names. In a case study of taxonomic research on Neotropical frogs, we combine several lines of evidence (morphological characters, prezygotic reproductive isolation and phylogenetic analyses of mitochondrial DNA) to test the status of 15 nominal species and to assess the degree of agreement of the different lines of evidence. Our study reveals that morphology alone is not sufficient to uncover all species, as there is no other single line of evidence independently. Full congruence between lines of evidence is restricted to only four out of the 15 species. Five species show congruence of two lines of evidence, whereas the remaining six are supported by only one. The use of divergence in morphological characters seems to be the most conservative approach to delineate species boundaries because it does not allow the identification of some sibling reciprocally monophyletic species differing in their advertisement calls. The separate analysis of differences in advertisement calls (evidence of reproductive isolation) or of phylogenetic data alone also shows limitations, because they do not support some morphological species. Our study shows that only an integrative approach combining all sources of evidence provides the necessary feedback to evaluate the taxonomic status of existing species and to detect putative new ones. Furthermore, the application of integrative taxonomy enables the identification of hypotheses about the existence of species that will probably be rejected or changed, and those that can be expected to persist.     

Quantitative morphology and species delimitation under the general lineage concept: Optimization for Hedera (Araliaceae)

? Premise of the study: The use of continuous morphological characters in taxonomy is traditionally contingent on the existence of discrete diagnostic characters. When plant species are the result of recent divergence and gene flow and/or hybridization occur, the use of continuous morphological characters may help in species identification and delimitation. Between nine and 15 species have been recognized in the last treatments of Hedera. The recent divergence of the species and the involvement of allopolyploidization as the main force in this process may have greatly impeded the establishment of clear limits and contributed to multiple taxonomic proposals. ? Methods: A multivariate statistical decision-making procedure was applied to 56 quantitative morphological characters and 602 specimens to identify and delimit Hedera species under the general lineage concept. Species' exclusive genetic ancestry was evaluated with the genealogical sorting index from the Bayesian inference trees of 30 Hedera ITS sequences. ? Key results: The decision-making procedure allowed recognizing 12 species and two groups (stellate and scale-like trichome groups) in Hedera and provided statistical support for making decisions about long-standing taxonomic controversies. Common ancestry was detected for the populations of three species even in the absence of the species monophyly. ? Conclusions: Quantitative variation supports discrete variation and provides statistical support for the taxa recognized in some recent proposals of Hedera. The need of explicit analysis of quantitative data are claimed to reduce taxonomic subjectivity and ease decision-making when qualitative data fail.     

Phylogeny and revision of the leech genus Helobdella (Glossiphoniidae) based on mitochondrial gene sequences and morphological data and a special consideration of the triserialis complex

The relationships, as well as identification of species, within Helobdella (Glossiphoniidae) were explored through phylogenetic analysis and through an overview of the historical systematics of the genus. The phylogeny was determined using morphological data and the mitochondrial gene sequences of cytochrome c oxidase subunit I and nicotinamide adenine dinucleotide dehydrogenase subunit I. A broad representation of 15 ingroup species was sampled, including 10 individuals from South America. Outgroup taxa included five species of Haementeria . Cladistic analysis of all available data resulted in one most parsimonious tree. Results shed light on genetic divergence of members classified as the same species, including those that are not monophyletic. Historically, external morphological characters have played a significant role in contributing to the confusion in the classification of H. triserialis, H. papillata, H. lineata and H. fusca in North America. Re-evaluation of Verril's Clepsine papillifera var. b and var. d in a phylogenetic context provides a solution. Additionally, the genera Adaetobdella, Acritobdella, Dacnobdella and Gloiobdella created by Ringuelet are returned to Helobdella based on overlapping morphological characters.     

五味子属种子形态及其分类学意义

用光学显微镜及扫描电镜对五味子属（Schisandra)10种96号样品的种子宏观形态和种皮的微观形态特征进行观察,首次对该属的种皮微观形态特征进行系统报道,并编排有分种检索表。研究结果表明：该属的种子宏观形态呈现平滑、细皱纹或瘤状突起,并认为五味子属种子形态可有从平滑到有细皱纹再到有瘤状突起的演化趋势;该属种皮表面微观形态可分为疣状突起型和网纹型。结合其它性状,本文认为网纹型所代表的两种植物应与本属中其它植物建立并列的分类单元。五味子属植物在种子形态特征上存在一定的差异,可为属以下、种以上的分类提供依据,并为探讨该属的系统演化提供有价值的参考资料。     

Model-based Conservation Decision Aiding in the Presence of Goal Conflicts and Uncertainty

Goal conflicts and uncertainty are two major problems in decision-making for conservation and species protection. Conflicts can often be found between ecological goals on the one hand and socio-economic goals on the other, but also among different ecological goals. They can be formally analysed by methods of multi-criteria analysis. As the solution of a multi-criteria decision problem usually depends on the weights put on the individual criteria (objectives), sensitivity and robustness analyses are necessary to understand the decision problem, concentrate on the essential aspects, and support actual decision processes fully. Uncertainty in the decision problem is often caused by scarcity of information needed to predict the consequences of management actions. The so-called outranking concept proved very useful in the consideration of such uncertainty. Based on a simple fictitious case study the paper demonstrates how multi-criteria decision analysis (in particular the PROMETHEE outranking method) in combination with population model analysis can assist in conservation biological decision-making.     

A Key and Compendium to Species of the Heterodera avenae Group (Nematoda: Heteroderidae)

A key based on cyst and juvenile characters is given for identification of 12 valid Heterodera species in the H. avenae group. A compendium providing the most important diagnostic characters for use in identification of species is included as a supplement to the key. Cyst characters are most useful for separating species; these include shape, color, cyst wall pattern, fenestration, vulval slit length, and the posterior cone including presence or absence of bullae and underbridge. Also useful are those of second-stage juvenile characteristics including aspects of the stylet knobs, tail hyaline tail terminus, and lateral field. Photomicrographs of diagnostically important morphological features complement the compendium.     

应用DELTA系统对几种球束梗孢Gibellula spp.的分类研究

【目的】通过DELTA数据库及其功能扩展,对所采集的球束梗孢标本进行分类鉴定。【方法】利用基于30个表型特征建立的DELTA数据库,通过生成的检索表,自然语言描述,分类单位聚类树及交互式自动鉴定系统进行鉴定。【结果】全部标本鉴定分属为3个种,它们是尾生球束梗孢(粗壮球束梗孢)Gibellula clavulifera var.clavulifera(Petch)SamsonH.C.Evans,密球束梗孢G.leiopus(Vuill.ex Maubl.)Mains和丽球束梗孢G.pulchra Cavara。【结论】基于DELTA系统所建立的的球束梗孢属表型特征数据库及其功能扩展,为该属后续的分类研究和系统发育重建提供了一个有价值的信息平台。     

Mnemonics are an Effective Tool for Adult Beginners Learning Plant Identification

Most beginners are introduced to plant diversity through identification keys, which develop differentiation skills but not species memorisation. We propose that mnemonics, memorable ‘name clues’ linking a species name with morphological characters, are a complementary learning tool for promoting species memorisation. In the first of two experiments, 64 adults in a group-learning environment were taught species identification using mnemonics, an educational card game and a text-based dichotomous key. In the second experiment, 43 adults in a self-directed learning environment were taught species identification using mnemonics and a pictorial dichotomous key. In both experiments, mnemonics produced the highest retention rates of species identification based on vegetative characters. The educational value of these findings is discussed for vegetative plant identification and broader applications.     

Variation in Scolex Morphology within and between Some Species of the Genus Proteocephalus Weinland (Cestoda, Proteocephala) with References to Strobilar Morphology

The scolex morphology of some Proteocephalus species from fish caught in fresh and brackish waters in Norway, as revealed by scanning and transmission electron microscopy and light microscopy, is described. The size and form of the fifth apical sucker proved to be a very pure character for identification. In spite of this, however, the scoleces of different species revealed specific characters which together with strobilar characters should be well suited for species discrimination and identification.