Franz et al 2017 ecn creating and publishing a symbiota based checklist version

Creating (and publishing) a
Symbiota-based checklist (version)
The #CurcuSonora project
Nico Franz1, Edward Gilbert1, Thomas Atkinson2 & Viktor Senderov3
1 School of Life Sciences, Arizona State University
2 University of Texas Insect Collection, Austin
3 Pensoft Publishers, Bulgaria
Annual Meeting of the Entomological Collections Network – Contributed Talks Session 2
November 4, 2017 – Denver Convention Center, Denver, CO
@ http://www.slideshare.net/taxonbytes/franz-et-al-2017-ecn-creating-and-publishing-a-symbiota-based-checklist-version
@taxonbytes

@ SCAN (@iDigBio) – Checklist # 102: http://tinyurl.com/curcu-sonora

@ SCAN (@iDigBio) – Checklist # 102: http://tinyurl.com/curcu-sonora
~ 205 species
~ 1,670 specimens

Why do this in the first place?

Map search of weevils in SCAN for Arizona/Sonora transborder region (November, 2017)

Close-up

January, 2017:
AZ: 462 species
4,927 specimens
Son: 8 species
23 specimens
=> Not (mainly) a bias
in mobilization.
< 50 species recorded
> 1,000 spp. expected

More on: why Sonora?
Sierra Juriquipa, Nacozari de García
Cajón Bonito, Agua Prieta

ASU & Universidad de la Sierra connections
Universidad de la Sierra, Moctezuma

Survey: Unexplored weevil bacterial endosymbiont diversity (115 weevil terminals)
Zhang et al. 2017. Endosymbiont diversity
and evolution across the weevil tree of life.
bioRxiv: https://doi.org/10.1101/171181
=> Next phase: comparative systematic,
biogeographic, and ecological taxon
sampling (across Sonora).

And...the weevils
Sierra Juriquipa
Cajón Bonito
ASUHIC0000061
Haplorhynchites
pseudomexicanus
sec. Hamilton (1974)
ASUHIC0017077
Geraeus
patagoniensis
sec. Prena (2009)

And...the weevils
ASUHIC0003291
ASUHIC0060138
ASUHIC0008614
SSAC0001142
ASUCOB0000364
ASUHIC0031977

Apionion samson (Sharp, 1891: 84) sec. Kissinger (1998) – Bolivia

Platform of choice: Symbiota – https://doi.org/10.3897/BDJ.2.e1114

Checklists are expert-curated and -filtered subsets of the larger SCAN database
=> Specify parameters
{Sonora, weevils}

=> New specimens proposed
for addition (NAU, UNM)
=> Specify parameters
{Sonora, weevils}
Checklists are expert-curated and -filtered subsets of the larger SCAN database

Challenges
How to push as many occurrences
as possible through the filter?

Challenges
How to push as many occurrences
as possible through the filter?
How to do right by data standards,
collectors, collections, experts,
and the prospect of versioning?

Data quality
responsibilities
Social engineering
opportunities

Social engineering
opportunities
Data quality
responsibilities

Social engineering
opportunities
Data quality
responsibilities
∆
∆

Bifurcating (1) nature/ownership of records vs. (2) their identification trajectories

Trajectories of becoming (taxonomically)
Social mandate:
push this way
[just the name]

Social mandate:
push this way
det. CW. O'Brien

Social mandate:
push this way
det. CW. O'Brien, 2017

No clean buckets: Under-identified, post-filter, with pragmatic taxonomic concept label
Curculionidae sec. O'Brien & Wibmer (1982)

Progress: Replacing pragmatic TCLs with "most indicated revision" TCLs
V1: Curculionidae sec. O'Brien & Wibmer (1982)
V2: Sibinia ruidula sec. Clark (1978)

Determinations remarks can catalyze future version differentials
Mecistocorynus sinuatipus sec. Champion (1905)

Checklist goal: No more empty "dwc:identificationReferences" cells, ever.
Scientific name (with name author) ID-ed by Identification references

Trajectories of being & belonging
"Guillermo Wibmer told me that he
knows of publications/specimens".
Social mandate:
keep adjusting
granularity
& credit

Social mandate:
keep adjusting
granularity
& credit

Trajectories of being & belonging http://barkbeetles.info/
http://barkbeetles.info/individual_record.php?lookUp=964&full_name=Chaet
ophloeus%20fasciatus%20%20(Blackman)&series_code=140158
Social mandate:
keep adjusting
granularity
& credit

Representing DwC-deficient records (no unique identifiers) as observations
Interface for addition Added observation

Charlie O'Brien (CWOB) => ASU
Social mandate:
keep adjusting
granularity
& credit

New SCAN collection and coden: ASUCOB = CWOB @ ASU

Social mandate:
keep adjusting
granularity
& credit
10-2017 loan: NAU specimens
(already in SCAN)

It's your specimen, we're just creating its globally unique identity and accessibility
ARTSYS: when the
source collection got
an "incomplete".
Openly accessible
identifier label
sign-out/print option
GitHub
=> Specimens owned by WBIF
Google Drive

A better way to value individual collections (efforts) and individual taxonomic expertise?
Non-vouchered
Observation – bb.info
Observation – Madrean portal
UAIC
ASUHIC
ASUCOB
NAUF
SSAC
Non-vouchered
Checklists become
complex provenance
networks of finely
accredited collection
and expert efforts.

As author of the next checklist version, one could just be authoring the delta!
∆ Non-/vouchers (obs., specs.) added/removed, by collection
∆ DwC records completed & mobilized (remotely)
∆ Valid names changed, i.e. nomenclatural updates, by record
∆ Identifications upgraded, by taxonomic concept label
∆ Taxonomic classification realignment, by version
∆ Other errors/repairs/updates made, vis-à-vis previous version
∆ Etc.

As author of the next checklist version, one could just be authoring the delta!
∆ Non-/vouchers (obs., specs.) added/removed, by collection
∆ DwC records completed & mobilized (remotely)
∆ Valid names changed, i.e. nomenclatural updates, by record
∆ Identifications upgraded, by taxonomic concept label
∆ Taxonomic classification realignment, by version
∆ Other errors/repairs/updates made, vis-à-vis previous version
∆ Etc.
=> This would not work well for print. Not doing it works poorly for "cloud".

Concluding claim
The social engineering
of biodiversity data platforms
mirrors
how much we value
our individual expertise.

Acknowledgments
• Charles W. O'Brien, Beckett W. Sterner
• UniSierra: Hugo Silva Kurumiya, Gertrudis Yanes Arvayo & María P. Montañez Armenta
• UNAM: Alejandro Zaldívar Riverón
• Greater Good – Madrean Expeditions: Thomas Van Devender & Ana Lilia Reina
• ASUHIC: Sangmi Lee, Andrew Jansen, Andrew Johnston, Sal Anzaldo & Brian Reily
• NAU: Aaron Smith & lab; Ben Brandt (SCAN support)
=> Related article: Franz & Sterner. 2017. To increase trust, change the social design behind
aggregated biodiversity data. bioRxiv: https://doi.org/10.1101/157214

Franz et al 2017 ecn creating and publishing a symbiota based checklist version

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