the challenge of biodiversity: plot, organism and taxonomic databases robert k. peet university of...

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The challenge of biodiversity: Plot, organism and taxonomic databases Robert K. Peet University of North Carolina The National Plots Database Committee John Harris NCEAS

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Page 1: The challenge of biodiversity: Plot, organism and taxonomic databases Robert K. Peet University of North Carolina The National Plots Database Committee

The challenge of biodiversity:Plot, organism and taxonomic databases

Robert K. PeetUniversity of North Carolina

The National Plots Database Committee

John HarrisNCEAS

Page 2: The challenge of biodiversity: Plot, organism and taxonomic databases Robert K. Peet University of North Carolina The National Plots Database Committee

A case study: VegBank - The ESA Vegetation Plot Archive

Project supported by:National Center for Ecological Analysis & SynthesisU.S. National Science FoundationUSGS-BRD Gap Analysis ProgramABI / The Nature Conservancy

Project organized and directed by:Robert K. Peet, University of North CarolinaMarilyn Walker, USDA Forest Service & U. AlaskaDennis Grossman, The Nature Conservancy / ABIMichael Jennings, USGS-BRD & UCSB

Page 3: The challenge of biodiversity: Plot, organism and taxonomic databases Robert K. Peet University of North Carolina The National Plots Database Committee

Observation/CollectionEvent

Object or specimen

Taxon

Locality

Biodiversity data structure

Taxonomic databases

Plot/Inventory databases

Specimen databases

Page 4: The challenge of biodiversity: Plot, organism and taxonomic databases Robert K. Peet University of North Carolina The National Plots Database Committee

Web-interface

Veg Classification Database

VegBank

Proposal

Raw Plot Data

Vegetation/Biodiversity

Information flow in the US National Vegetation Classification

TaxonomicDatabase

Proposal

Page 5: The challenge of biodiversity: Plot, organism and taxonomic databases Robert K. Peet University of North Carolina The National Plots Database Committee

Taxonomic database challengeThe problem:

Integration of data potentially representing different times, places, investigators and taxonomic standards

The traditional solution: A standard list of kinds of organisms.

Page 6: The challenge of biodiversity: Plot, organism and taxonomic databases Robert K. Peet University of North Carolina The National Plots Database Committee

There exist numerous compilations of organism names.

For example:

• Species 2000http://www.sp2000.org/default.html(Composed of 18 participant databases)

• All Species http://www.all-species.org

• ITIS http://www.itis.usda.gov/(The US government standard list, plus Canada & Mexico)

• Index to organism nameshttp://www.biosis.org.uk/triton/indexfm.htm

Page 7: The challenge of biodiversity: Plot, organism and taxonomic databases Robert K. Peet University of North Carolina The National Plots Database Committee

Taxon-specific standard lists are available.

Representative examples for higher plants include:North America / US

USDA Plants http://plants.usda.gov/ITIS http://www.itis.usda.gov/ NatureServe http://www.natureserve.org

WorldIPNI International Plant Names Checklist

http://www.ipni.org/IOPI Global Plant Checklist

http://www.bgbm.fu-berlin.de/IOPI/GPC/

Page 8: The challenge of biodiversity: Plot, organism and taxonomic databases Robert K. Peet University of North Carolina The National Plots Database Committee

Most standardized plant lists fail to allow effective integration of datasets.

The reasons include:

• The user cannot reconstruct the database as viewed at an arbitrary time in the past,

• Taxonomic concepts are not defined (just lists),

• Multiple party perspectives on taxonomic concepts and names cannot be supported or reconciled.

Page 9: The challenge of biodiversity: Plot, organism and taxonomic databases Robert K. Peet University of North Carolina The National Plots Database Committee

Current standards• Biological organisms are named following international rules of nomenclature.

• Database standards are being developed by TDWG, GBIF, IOPI, etc.

• Metadata standards have been developed. For example, the Darwin Core is a profile describing the minimum set of standards for search and retrieval of natural history collections and observation databases. (http://tsadev.speciesanalyst.net/DarwinCore/)

Page 10: The challenge of biodiversity: Plot, organism and taxonomic databases Robert K. Peet University of North Carolina The National Plots Database Committee

Carya ovata(Miller)K. Koch

Carya carolinae-sept.(Ashe) Engler & Graebner

Carya ovata(Miller)K. Koch

sec. Gleason 1952 sec. Radford et al. 1968

Three concepts of shagbark hickory

Splitting one species into two illustrates the ambiguity often associated with scientific names. If you encounter the name “Carya ovata (Miller) K. Koch” in a database, you cannot be sure which of two meanings applies.

Page 11: The challenge of biodiversity: Plot, organism and taxonomic databases Robert K. Peet University of North Carolina The National Plots Database Committee

R. plumosa

R. plumosa

R plumosav. intermedia

R. plumosav. plumosa

R. intermedia

R. plumosav. interrupta

R. pineticola

R. plumosa R. sp. 1

R. plumosav. plumosa

R. plumosav. pineticola

Multiple concepts of Rhynchospora plumosa s.l.

Elliot 1816

Gray 1834

Kral 1998

Peet 2002?

1

2

3

Chapman1860

Page 12: The challenge of biodiversity: Plot, organism and taxonomic databases Robert K. Peet University of North Carolina The National Plots Database Committee

Name ReferenceAssertion

An assertion represents a unique combination of a name and a reference

“Assertion” is equivalent to “Potential taxon” & “taxonomic concept”

Page 13: The challenge of biodiversity: Plot, organism and taxonomic databases Robert K. Peet University of North Carolina The National Plots Database Committee

NamesCarya ovata Carya carolinae-septentrionalisCarya ovata v. australis

Assertions(One shagbark)C. ovata sec Gleason ’52C. ovata (sl) sec FNA ‘97

(Southern shagbark)C. carolinae-s. sec Radford ‘68C. ovata v. australis sec FNA ‘97

(Northern shagbark)C. ovata sec Radford ‘68C. ovata (v. ovata) sec FNA ‘97

ReferencesGleason 1952 Britton & BrownRadford et al. 1968 Flora CarolinasStone 1997 Flora North America

Six shagbark hickory assertions

Possible taxonomic synonyms are listed together

Page 14: The challenge of biodiversity: Plot, organism and taxonomic databases Robert K. Peet University of North Carolina The National Plots Database Committee

Name AssertionUsage

A usage represents a unique combination of an assertion and a name.

Usages can be used to track nomenclatural synonyms

Page 15: The challenge of biodiversity: Plot, organism and taxonomic databases Robert K. Peet University of North Carolina The National Plots Database Committee

1. Carya ovata2. C. carolinae3. C. ovata var. australis

A. ovata sec. GleasonB. ovata sl sec. FNAC. carolinae sec. RadfordD. ovata australis sec. FNAE. ovata sec. RadfordF. ovata ovata sec. FNA

1-F OK2-D OK3-D Syn

Names AssertionsITIS Usage

ITIS views the linkage of the assertion “Carya ovata var. australis sec. FNA 1997” with the name “Carya ovata var. australis” as a nomenclatural synonym.

Page 16: The challenge of biodiversity: Plot, organism and taxonomic databases Robert K. Peet University of North Carolina The National Plots Database Committee

Name AssertionUsage

A usage (name assignment) and assertion (taxon concept) can be

combined in a single model

Reference

Page 17: The challenge of biodiversity: Plot, organism and taxonomic databases Robert K. Peet University of North Carolina The National Plots Database Committee

Party Perspective

The Party Perspective on an Assertion includes:

•Status – Standard, Nonstandard, Undetermined

• Correlation with other assertions – Equal, Greater, Lesser, Overlap,

Undetermined.

•Lineage – Predecessor and Successor assertions.

•Start & Stop dates.

Page 18: The challenge of biodiversity: Plot, organism and taxonomic databases Robert K. Peet University of North Carolina The National Plots Database Committee

ITISFNA CommitteeABI

Carya ovata sec Gleason 1952Carya ovata (sl) sec FNA 1997 Carya ovata sec Radford 1968Carya carolinae sec Radford 1968Carya ovata (ovata) sec FNA 1997Carya ovata australis sec FNA 1997

Party Assertion

Party Assertion Status Start Name

ITIS ovata – G52 NS 1996ITIS ovata – R68 St 1996 ovataITIS carolinae – R68 St 1996 carolinaeITIS carolinae – R68 NS 2000ITIS ovata aust – FNA St 2000 carolinaeITIS ovata – R68 NS 2000ITIS ovata ovata – FNA St 2000 ovata

Status

Page 19: The challenge of biodiversity: Plot, organism and taxonomic databases Robert K. Peet University of North Carolina The National Plots Database Committee

VegBank taxonomic data model

Page 20: The challenge of biodiversity: Plot, organism and taxonomic databases Robert K. Peet University of North Carolina The National Plots Database Committee

Concept-based taxonomy is coming! • All organisms/specimens in databases should be identified by linkage to an assertion = name and reference!

• Various standards are being developed by FGDC, TDWG, IOPI, GBIF, etc.

• Most major databases are working toward inclusion of assertions (e.g. ITIS, IOPI, HDMS).

• Until standard assertion lists are available, databases that track organisms should include couplets containing both a scientific name and a reference.

Page 21: The challenge of biodiversity: Plot, organism and taxonomic databases Robert K. Peet University of North Carolina The National Plots Database Committee

(Inter)National Taxonomic Database?

• Concept-based• Party-neutral• Synonymy and lineage tracking• Perfectly archived

An upgrade for ITIS & Species 2000?

Page 22: The challenge of biodiversity: Plot, organism and taxonomic databases Robert K. Peet University of North Carolina The National Plots Database Committee

Specimen/object databases

Information on specimens/objects should be tracked by reference to

• Place (place or collection)

• Unique identifier (accession number)

• Time

A museum is a place

Annotation should be by assertion (concept)!

Page 23: The challenge of biodiversity: Plot, organism and taxonomic databases Robert K. Peet University of North Carolina The National Plots Database Committee

Database systems for tracking specimens

The following are a few of the many available

• BioLink http://www.ento.csiro.au/biolink/index.html

• Specify http://usobi.org/specify/default.htm

• Biota http://viceroy.eeb.uconn.edu/Biota

• Taxis http://taxis.virtualave.net/

TDWG maintains links to multiple software systems

http://www.bgbm.fu-berlin.de/TDWG/acc/Software.htm

Page 24: The challenge of biodiversity: Plot, organism and taxonomic databases Robert K. Peet University of North Carolina The National Plots Database Committee

Plots Database SystemsSeveral plot database systems are available. Among the best know and widely used are:

TurboVeg http://www.alterra.nl/onderzoek/producten/websites/turboveg/Over 1,000,000 plots stored using TurboVeg

Plots (ABI NPS Mapping Project)

Page 25: The challenge of biodiversity: Plot, organism and taxonomic databases Robert K. Peet University of North Carolina The National Plots Database Committee

A vegetation plot archive?

There is currently no standard repository for plot data.

A repository is needed for:

• Plot storage

• Plot access and identification

• Plot documentation in literature/databases

This would be equivalent to GenBank for vegetation science

Page 26: The challenge of biodiversity: Plot, organism and taxonomic databases Robert K. Peet University of North Carolina The National Plots Database Committee

Project

PlotPlot

Observation

Taxon Observation

Taxon Interpretation

PlotInterpretation

Core elements of the VegBank

Page 27: The challenge of biodiversity: Plot, organism and taxonomic databases Robert K. Peet University of North Carolina The National Plots Database Committee

Support multiple interpretations of which concept applies to an organism or community.

Various observers will associate different taxonomic concepts with records in a database

Provision must be made for inclusion of these taxonomic interpretations.

Minimal attributes include

• Concept applied

• Date applied

• Who made the interpretation

• Links to supporting information

Page 28: The challenge of biodiversity: Plot, organism and taxonomic databases Robert K. Peet University of North Carolina The National Plots Database Committee

Interface tools•Desktop client for data preparation and local use.

•Loaders for legacy data.

•Flexible data inport.

•Tools for linking to taxonomic and community concepts.

•Standard query, flexible query, SQL query.

•Flexible data export.

•Local data refresh

•Easy web access with consistent interface

Page 29: The challenge of biodiversity: Plot, organism and taxonomic databases Robert K. Peet University of North Carolina The National Plots Database Committee

Conclusions for database designers1. Records of organisms should always contain

(or point to) couplets consisting of a scientific name and a reference where the name was used.

2. Design for future annotation of organism concepts.

3. Track specimens/objects by location, unique identifier & time.

4. Design for reobservation. Separate permanent from transient attributes.

5. Archival databases should provide multiple or continuous time-specific views.