The taxonomist - an endangered race. A practical proposal for its survival

Background

Taxonomy or biological systematics is the basic scientific discipline of biology, postulating hypotheses of identity and relationships, on which all other natural sciences dealing with organisms relies. However, the scientific contributions of taxonomists have been largely neglected when using species names in scientific publications by not citing the authority on which they are based.

Discussion

Consequences of this neglect is reduced recognition of the importance of taxonomy, which in turn results in diminished funding, lower interest from journals in publishing taxonomic research, and a reduced number of young scientists entering the field. This has lead to the so-called taxonomic impediment at a time when biodiversity studies are of critical importance. Here we emphasize a practical and obvious solution to this dilemma. We propose that whenever a species name is used, the author(s) of the species hypothesis be included and the original literature source cited, including taxonomic revisions and identification literature - nothing more than what is done for every other hypothesis or assumption included in a scientific publication. In addition, we postulate that journals primarily publishing taxonomic studies should be indexed in ISI^SM.

Summary

The proposal outlined above would make visible the true contribution of taxonomists within the scientific community, and would provide a more accurate assessment for funding agencies impact and importance of taxonomy, and help in the recruitment of young scientists into the field, thus helping to alleviate the taxonomic impediment. In addition, it would also make much of the biological literature more robust by reducing or alleviating taxonomic uncertainty.     

Impediments to taxonomy and users of taxonomy: accessibility and impact evaluation

There has been much discussion of the “taxonomic impediment”. This phrase confuses two kinds of impediment: an impediment to end users imposed by lack of reliable information; and impediments to taxonomy itself, which vary from insufficient funding to low citation rates of taxonomic monographs. In order to resolve both these types of impediment, taxonomy needs to be revitalized through funding and training taxonomists, as well as investing in taxonomic revisions and monographs rather than technological surrogates such as DNA barcoding.
© The Willi Hennig Society 2011.     

在线植物志: 网络时代分类学的方法和实践

全球气候变化、环境污染、资源被过度利用、外来物种入侵和生境丧失威胁着地球上物种的生存。分类学研究的主要任务就是在这些物种即将消失之前去发现、记录和认知它们。社会公众、政府决策部门和科学发展本身都对分类学提出了诸多需求。然而, 当前分类学所面临的困境包括认识上的误区、不科学的评价机制、研究队伍的萎缩以及陈旧的知识管理和发布模式等, 这些因素不仅阻碍了分类学的学科发展, 而且也制约了分类学家履行社会责任。利用现代的网络信息技术, 构建一个覆盖分类学研究工作流程、整合已有在线数据资源、满足分类学研究群体、项目和研究机构共同需求的分类学社区网络, 并最终实现分类学的终极目标--在线植物志, 将会极大地改善分类学的知识产出和应用环境, 提升它在当今科学技术发展条件下的竞争力, 使其真正成为一门21世纪的科学。     

基于二叉分类推理的昆虫分类辅助鉴定多媒体专家系统通用平台TaxoKeys的设计与开发

本文详细介绍了基于二叉式分类推理的昆虫分类辅助鉴定多媒体专家系统通用平台TaxoKeys的设计与开发,及其所具备的主要特点。该研究根据昆虫分类学的特点,将昆虫分类的两项式检索表用数据库表示成系统知识库,利用计算机数据结构中二叉树结构的分枝结点搜索技术来实现其推理过程,进行昆虫分类的辅助鉴定,为昆虫分类专家提供一个通用专家系统平台。该系统具有可扩充性好、设计简单、操作方便等特点,同时也适用于一般性生物分类鉴定。另外,本文还就本系统功能的进一步扩展与应用研究等进行了探讨。     

La collaboration entre les taxonomistes et les groupes de travail de la C.I.L.B.

Summary The author examines in his report some aspects of the relations existing between the ecologists of the C.I.L.B. working teams and the taxonomists which collaborate with the identification centre, and between these taxonomists and the identification centre itself. The collaboration between taxonomists and ecologists must certainly be encouraged by the C.I.L.B., especially with regard to those biological control projects such as the Olive fly and the San Jose Scale, where behavioural caracters of the parasitic species may be determinant for their identification. Emphasis is given to the importance of the behavioural caracters in taxonomy and examples of this are reported. The collaboration between taxonomists and the identification centre of the C.I.L.B. would be favoured through the following: 1. The establishment of a card file at the C.I.L.B. head-quarters on the entomophagous insect species and their known hosts for a future publication of a synoptic catalog for the palaearctic region; 2. The institution of fellowships for taxonomists to study Museum collections; 3. The establishment of a homotype collection at the C.I.L.B. headquarters, which will constitute, with the file card system, a solid base for the future development of taxonomic work; 4. The reservation of a day for discussions about nomenclature questions at every C.I.L.B. meeting of taxonomists. The author recommends to address reprints concerning the taxonomy and systematic of entomophagous species to the C.I.L.B. headquaters (Entomologisches Institut der E.T.H., Universit?tstrasse 2, Zürich 6, Switzerland) for the establishment of an extensive reference collection to be used for publication of the bibliography on this subject.      

New proposals for naming lower-ranked taxa within the frame of the International Code of Zoological Nomenclature

The recent multiplication of cladistic hypotheses for many zoological groups poses a challenge to zoological nomenclature following the International Code of Zoological Nomenclature: in order to account for these hypotheses, we will need many more ranks than currently allowed in this system, especially in lower taxonomy (around the ranks genus and species). The current Code allows the use of as many ranks as necessary in the family-series of nomina (except above superfamily), but forbids the use of more than a few ranks in the genus and species-series. It is here argued that this limitation has no theoretical background, does not respect the freedom of taxonomic thoughts or actions, and is harmful to zoological taxonomy in two respects at least: (1) it does not allow to express in detail hypothesized cladistic relationships among taxa at lower taxonomic levels (genus and species); (2) it does not allow to point taxonomically to low-level differentiation between populations of the same species, although this would be useful in some cases for conservation biology purposes. It is here proposed to modify the rules of the Code in order to allow use by taxonomists of an indeterminate number of ranks in all nominal-series. Such an 'expanded nomenclatural system' would be highly flexible and likely to be easily adapted to any new finding or hypothesis regarding cladistic relationships between taxa, at genus and species level and below. This system could be useful for phylogeographic analysis and in conservation biology. In zoological nomenclature, whereas robustness of nomina is necessary, the same does not hold for nomenclatural ranks, as the latter are arbitrary and carry no special biological, evolutionary or other information, except concerning the mutual relationships between taxa in the taxonomic hierarchy. Compared to the Phylocode project, the new system is equally unambiguous within the frame of a given taxonomic frame, but it provides more explicit and informative nomina for non-specialist users, and is more economic in terms of number of nomina needed to account for a given hierarchy. These ideas are exemplified by a comparative study of three possible nomenclatures for the taxonomy recently proposed by Hillis and Wilcox (2005) for American frogs traditionally referred to the genus Rana.     

中国兽类名录(2021版)

中国是全球兽类物种多样性最高的国家之一,掌握我国兽类物种多样性和分类地位是兽类学研究的基础前提,也是科学保护野生种群的前提。为厘清中国兽类的物种数量及分类地位等关键分类学信息,中国动物学会兽类学分会组织国内长期致力于兽类各类群分类的科学研究人员,在总结前人研究的基础上,根据最新的形态学和分子遗传学证据,综合现代兽类分类学家意见,经编委会充分讨论,形成了最新的中国兽类名录,包括我国现阶段兽类12目59科254属686种。该中国兽类名录使用基于系统发生关系的分类系统,并对物种有效性进行了充分慎重的确认和讨论。     

The web and the structure of taxonomy

An easily accessible taxonomic knowledge base is critically important for all biodiversity-related sciences. At present, taxonomic information is organized and regulated by a system of rules and conventions that date back to the introduction of binomial nomenclature by Linnaeus. The taxonomy of any particular group of organisms comprises the sum information in the taxonomic literature, supported by designated type specimens in major collections. In this article, the way modern means of disseminating information will change the practice of taxonomy, in particular the Internet, is explored. Basic taxonomic information, such as specimen-level data, location of types, and name catalogues are already available, at least for some groups, on the Web. Specialist taxonomic databases, key-construction programs, and other software useful for systematists are also increasingly available. There has also been a move towards Web-publishing of taxonomic hypotheses, though as yet this is not fully permitted by the Codes of Nomenclature. A further and more radical move would be to transfer taxonomy completely to the Web. A possible model of this is discussed, as well as a pilot project, the "CATE" initiative, which seeks to explore the advantages and disadvantages of such a move. It is argued that taxonomy needs to forge better links with its user-communities to maintain its funding base, and that an important part of this is making the products of its research more accessible through the Internet.     

中国植物分类学者的历史与现状

中国植物资源丰富, 长期以来被外国人所关注和研究。直到1916年, 中国植物分类学者才开始独立研究本国植物, 并经历了从民国时期开始自立、到1949年后自主完成《中国高等植物图鉴》《中国植物志》等国家级和相对完整的地方植物志以及中外合作完成英文版的国家植物志Flora of China、再到21世纪新一代学者每年更新《中国生物物种名录》并且开始主导国际性植物分类学研究工作等3个主要时期。统计表明, 超过3,000位中国学者参与过植物命名或植物名称处理等命名相关工作, 近些年更是达到每年新增100人左右的新高。但这种繁荣局面与中国植物分类学的衰退状况彼此矛盾。为了解释这个矛盾, 结合对历史回顾的深入分析说明, 真正能够反映分类学发展程度的量化指标应当是“活跃”分类学者数目。这个数目在21世纪停滞不前, 表明当今的分类学人才队伍建设仍存在不少问题, 特别是新分类群的发表与系统学研究脱节, 对分子系统学证据的应用仍有不足, 以及科研评价体系偏重于论文影响因子等。本文因此提出了当今分类学者应该具备的6条技能标准: (1)具有科学精神和全球视野; (2)掌握学科内知识; (3)掌握学科外知识; (4)具备野外工作技能; (5)具备标本馆和实验室工作技能; (6)掌握文献和数据库检索技能。     

What can biological barcoding do for marine biology?

The idea of using nucleotide sequences as barcodes for species identification has stirred up debates in the community of taxonomists and systematists. We argue that barcodes are potentially extremely useful tools for taxonomy for several reasons. Barcodes may, for example, help to identify cryptic and polymorphic species and give means to associate life history stages of unknown identity. Barcode systems would thus be particularly helpful in cases when morphology is ambiguous or uninformative and would provide tools for higher taxonomic resolution of disparate life forms. Comparative analysis of short DNA sequences may also represent heuristic access cards to a deeper understanding of evolutionary relationships between organisms. However, barcodes are the “essence” of species identities no more than taxonomic holotypes are “the species”. It makes no sense to think that morphology and other biological information about organisms can be made obsolete by barcode systems. The biological significance of matching or diverging nucleotide sequences will still have to be the subject of taxonomic decisions that must be open for scrutiny. It is imperative, therefore, that barcodes are associated with specimen vouchers.     

DNA barcodes as a tool in biodiversity research: testing pre-existing taxonomic hypotheses in Delphic Apollo butterflies (Lepidoptera,Papilionidae)

Numerous studies have demonstrated that DNA barcoding is an effective tool for detecting DNA clusters, which can be viewed as operational taxonomic units (OTUs), useful for biodiversity research. Frequently, the OTUs in these studies remained unnamed, not connected with pre-existing taxonomic hypotheses, and thus did not really contribute to feasible estimation of species number and adjustment of species boundaries. For the majority of organisms, taxonomy is very complicated with numerous, often contradictory interpretations of the same characters, which may result in several competing checklists using different specific and subspecific names to describe the same sets of populations. The highly species-rich genus Parnassius (Lepidoptera: Papilionidae) is but one example, such as several mutually exclusive taxonomic systems have been suggested to describe the phenotypic diversity found among its populations. Here we provide an explicit flow chart describing how the DNA barcodes can be combined with the existing knowledge of morphology-based taxonomy and geography (sympatry versus allopatry) of the studied populations in order to support, reject or modify the pre-existing taxonomic hypotheses. We then apply this flow chart to reorganize the taxa within the Parnassius delphius species group, solving long-standing taxonomic problems.     

Identification of rays through DNA barcoding: an application for ecologists

DNA barcoding potentially offers scientists who are not expert taxonomists a powerful tool to support the accuracy of field studies involving taxa that are diverse and difficult to identify. The taxonomy of rays has received reasonable attention in Australia, although the fauna in remote locations such as Ningaloo Reef, Western Australia is poorly studied and the identification of some species in the field is problematic. Here, we report an application of DNA-barcoding to the identification of 16 species (from 10 genera) of tropical rays as part of an ecological study. Analysis of the dataset combined across all samples grouped sequences into clearly defined operational taxonomic units, with two conspicuous exceptions: the Neotrygon kuhlii species complex and the Aetobatus species complex. In the field, the group that presented the most difficulties for identification was the spotted whiptail rays, referred to as the 'uarnak' complex. Two sets of problems limited the successful application of DNA barcoding: (1) the presence of cryptic species, species complexes with unresolved taxonomic status and intra-specific geographical variation, and (2) insufficient numbers of entries in online databases that have been verified taxonomically, and the presence of lodged sequences in databases with inconsistent names. Nevertheless, we demonstrate the potential of the DNA barcoding approach to confirm field identifications and to highlight species complexes where taxonomic uncertainty might confound ecological data.     

A taxonomic wish-list for community ecology

Community ecology seeks to explain the number and relative abundance of coexisting species. Four research frontiers in community ecology are closely tied to research in systematics and taxonomy: the statistics of species richness estimators, global patterns of biodiversity, the influence of global climate change on community structure, and phylogenetic influences on community structure. The most pressing needs for taxonomic information in community ecology research are usable taxonomic keys, current nomenclature, species occurrence records and resolved phylogenies. These products can best be obtained from Internet-based phylogenetic and taxonomic resources, but the lack of trained professional systematists and taxonomists threatens this effort. Community ecologists will benefit most directly from research in systematics and taxonomy by making better use of resources in museums and herbaria, and by actively seeking training, information and collaborations with taxonomic specialists.