Change nature of ID method from "taxonomic revision" to "revised taxonomy"

[DerekSikes]

The nature of ID method "taxonomic revision" has been bugging me for years because that term is a homonym. In taxonomy a "revision" is a special type of publication. Not all taxonomic publications are revisions, even if they change taxonomy (ie 'revise' taxonomy) only certain large, monographic treatments are called "revisions." Using this term is confusing because it's not clear if the change was based on such a large - monographic taxonomic revision, or if it was just a simple case of changes made to taxonomic names.

So, could we implement a mass-change of this term? "revised taxonomy" is what I propose to be a confusion-free replacement term for this. It has no double meanings and at least doesn't mislead anyone in what the change was from.

[DerekSikes]

Can we get some feedback on this issue? It would be a simple change to make and I can't see any downsides.

[campmlc]

I support this.

On Wed, Sep 19, 2018 at 12:52 PM, DerekSikes notifications@github.com wrote:

Can we get some feedback on this issue? It would be a simple change to make and I can't see any downsides.

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[Jegelewicz]

No argument here.

[jldunnum]

Good with me.

I also still hate "student" to refer to identifications based on experienced museum personnel using all tools and expertise they have at their disposal but they are not "experts" because it is not a taxon they work exclusively on.

---

Jonathan L. Dunnum Ph.D. Senior Collection Manager Division of Mammals, Museum of Southwestern Biology University of New Mexico Albuquerque, NM 87131 (505) 277-9262 Fax (505) 277-1351

MSB Mammals website: http://www.msb.unm.edu/mammals/index.html Facebook: http://www.facebook.com/MSBDivisionofMammals

Shipping Address: Museum of Southwestern Biology Division of Mammals University of New Mexico CERIA Bldg 83, Room 204 Albuquerque, NM 87131

---

From: Teresa Mayfield notifications@github.com Sent: Wednesday, September 19, 2018 1:47:34 PM To: ArctosDB/arctos Cc: Subscribed Subject: Re: [ArctosDB/arctos] Change nature of ID method from "taxonomic revision" to "revised taxonomy" (#1093)

No argument here.

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[Jegelewicz]

@jldunnum Should we add "museum professional"? I like that idea - not a student, not an expert but someone with experience....

[jldunnum]

We have never been able to come up with the right name for this, "Museum professional" would be better, but still seems like there is a perfect descriptor that is evading us.

---

Jonathan L. Dunnum Ph.D. Senior Collection Manager Division of Mammals, Museum of Southwestern Biology University of New Mexico Albuquerque, NM 87131 (505) 277-9262 Fax (505) 277-1351

MSB Mammals website: http://www.msb.unm.edu/mammals/index.html Facebook: http://www.facebook.com/MSBDivisionofMammals

Shipping Address: Museum of Southwestern Biology Division of Mammals University of New Mexico CERIA Bldg 83, Room 204 Albuquerque, NM 87131

---

From: Teresa Mayfield notifications@github.com Sent: Wednesday, September 19, 2018 3:27:55 PM To: ArctosDB/arctos Cc: Jonathan Dunnum; Mention Subject: Re: [ArctosDB/arctos] Change nature of ID method from "taxonomic revision" to "revised taxonomy" (#1093)

@jldunnumhttps://github.com/jldunnum Should we add "museum professional"? I like that idea - not a student, not an expert but someone with experience....

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[campmlc]

How about "curatorial"?

On Wed, Sep 19, 2018 at 3:42 PM, jldunnum notifications@github.com wrote:

We have never been able to come up with the right name for this, "Museum professional" would be better, but still seems like there is a perfect descriptor that is evading us.

---

Jonathan L. Dunnum Ph.D. Senior Collection Manager Division of Mammals, Museum of Southwestern Biology University of New Mexico Albuquerque, NM 87131 (505) 277-9262 Fax (505) 277-1351

MSB Mammals website: http://www.msb.unm.edu/mammals/index.html Facebook: http://www.facebook.com/MSBDivisionofMammals

Shipping Address: Museum of Southwestern Biology Division of Mammals University of New Mexico CERIA Bldg 83, Room 204 Albuquerque, NM 87131

---

From: Teresa Mayfield notifications@github.com Sent: Wednesday, September 19, 2018 3:27:55 PM To: ArctosDB/arctos Cc: Jonathan Dunnum; Mention Subject: Re: [ArctosDB/arctos] Change nature of ID method from "taxonomic revision" to "revised taxonomy" (#1093)

@jldunnumhttps://github.com/jldunnum Should we add "museum professional"? I like that idea - not a student, not an expert but someone with experience....

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[jldunnum]

I like that

---

Jonathan L. Dunnum Ph.D. Senior Collection Manager Division of Mammals, Museum of Southwestern Biology University of New Mexico Albuquerque, NM 87131 (505) 277-9262 Fax (505) 277-1351

MSB Mammals website: http://www.msb.unm.edu/mammals/index.html Facebook: http://www.facebook.com/MSBDivisionofMammals

Shipping Address: Museum of Southwestern Biology Division of Mammals University of New Mexico CERIA Bldg 83, Room 204 Albuquerque, NM 87131

---

From: Mariel Campbell notifications@github.com Sent: Wednesday, September 19, 2018 3:43:40 PM To: ArctosDB/arctos Cc: Jonathan Dunnum; Mention Subject: Re: [ArctosDB/arctos] Change nature of ID method from "taxonomic revision" to "revised taxonomy" (#1093)

How about "curatorial"?

On Wed, Sep 19, 2018 at 3:42 PM, jldunnum notifications@github.com wrote:

We have never been able to come up with the right name for this, "Museum professional" would be better, but still seems like there is a perfect descriptor that is evading us.

---

Jonathan L. Dunnum Ph.D. Senior Collection Manager Division of Mammals, Museum of Southwestern Biology University of New Mexico Albuquerque, NM 87131 (505) 277-9262 Fax (505) 277-1351

MSB Mammals website: http://www.msb.unm.edu/mammals/index.html Facebook: http://www.facebook.com/MSBDivisionofMammals

Shipping Address: Museum of Southwestern Biology Division of Mammals University of New Mexico CERIA Bldg 83, Room 204 Albuquerque, NM 87131

---

From: Teresa Mayfield notifications@github.com Sent: Wednesday, September 19, 2018 3:27:55 PM To: ArctosDB/arctos Cc: Jonathan Dunnum; Mention Subject: Re: [ArctosDB/arctos] Change nature of ID method from "taxonomic revision" to "revised taxonomy" (#1093)

@jldunnumhttps://github.com/jldunnum Should we add "museum professional"? I like that idea - not a student, not an expert but someone with experience....

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[dustymc]

If someone from the code table committee can add the new term, I can update and delete the old.

While we're here...

ID of kin | An identification based upon the identification of another related individual, often the mother of an embryo. Such a specimen should have at least one individual relationship.

Meh, no complaints, I guess.

ID to species group | Within a genus, some groups of closely related species are referred to by the species name of one widespread or well known species within the group.

I'm not sure what this is supposed to be doing. I'd probably use the genus + a A {string} ID to make something like "Sorex {Sorex cinereus group}". Can this term go away, or is there some other way we can add consistency?

erroneous citation | The specimen has been cited in refereed scientific literature by this name but this name is clearly wrong. This situation arises mostly from typographical errors in catalog numbers.

This is necessary.

expert | The determiner is a person recognized by other experts working with the taxa in question, or the regional biota.

If the identifier is an expert, presumably they'll have a recognizable name. This also gets used way too broadly - X is an expert (in butterflies) but gets listed as an expert on an algae ID. Maybe my problem is in how this is used, rather than the terminology.

UAM@ARCTOS> select count(*) from identification,identification_agent where identification.identification_id=identification_agent.identification_id and agent_id=0 and nature_of_id='expert';

  COUNT(*)
----------
      3486

field | A determination made without access to specialized equipment or references.

"looks like a moose"

geographic distribution | Specimen is assumed, on the basis of known geographic ranges, to be the species or subspecies expected at the collecting locality. The specimen has not been identified to species or subspecies by comparing it to other subspecies within the genus or species. "It's probably that species because that species lives there and we know what species lives there because we're museums and telling people where stuff lives is what we do....."

This is circular reasoning and/or I have no idea what we're trying to do here.

legacy | The identification has been transposed from an earlier version of data that did not include identification metadata. In this case the date of the determination is the date that the data were transposed, and the determiner is unknown.

maybe "unknown" is better than "legacy"??

molecular data | An identification made by a laboratory analysis comparing the specimen to related taxa by molecular criteria, generally DNA sequences.

This is weird when mixed with "expert" and such. What if I'm an expert in morphology, but I just identified the thing by throwing a sequence at GenBank? I like the technique-based ID data better than the Rate My Identifier approach, but I think there's resistance to getting rid of "expert" and such.

photograph | "Field ID" or perhaps "morphology" is probably always more important than this.

I have no idea why this exists.

published referral | The specimen has been specifically determined to be of a particular taxon in a publication that describes or re-describes that taxon, but the specimen has no type status. Such a specimen record should include a citation, and the determiner(s) of record should be among the authors of the publication. (This means nothing.)

I have no idea why this exists.

student | Specimen has been identified by a person using appropriate references, knowledge, and/or and tools, but not by an expert. This is a broad use of the term student.

This looks like another form of "looks like a moose" - is there something that separates this from "field"?

taxonomic revision | This designation is appropriate only in the presence of an earlier identification. It implies that the specimen has not been reexamined, and only that a revised taxonomic perspective is being applied.

Above.

type specimen | This particular specimen has been described in the literature by this name. The specimen record should contain a citation of the appropriate literature,and the determiner(s) of record should be among the authors of the publication.

This is used incredibly inconsistently; I'd probably vote to remove it altogether and rely on citations for "typeness."

UAM@ARCTOS> 
select count(distinct(identification.collection_object_id)) from identification where NATURE_OF_ID='type specimen' and identification.COLLECTION_OBJECT_ID not in (select collection_object_id from citation where TYPE_STATUS like '%type%');

COUNT(DISTINCT(IDENTIFICATION.COLLECTION_OBJECT_ID))
----------------------------------------------------
                           14113

1 row selected.

Elapsed: 00:00:00.87
UAM@ARCTOS> UAM@ARCTOS> select count(distinct(citation.collection_object_id)) from citation where  TYPE_STATUS like '%type%' and citation.COLLECTION_OBJECT_ID not in (select collection_object_id from identification where NATURE_OF_ID='type specimen' );

COUNT(DISTINCT(CITATION.COLLECTION_OBJECT_ID))
----------------------------------------------
                       374

1 row selected.

[Jegelewicz]

If someone from the code table committee can add the new term, I can update and delete the old.

But some "student" Ids are actually student IDs....

[dustymc]

"student"

That's Gordon terminology - the intent is "someone willing to learn" not "someone who's formally agreed to trade a few years and a lot of money for a piece of paper."

[jldunnum]

Are some student ids actually student ids? We have never used it as such. IDs are only updated from legacy or field if done so by someone with some level of understanding of the taxon.

I also agree "expert" is totally subjective and it could go away too. As long as the identifying agent is listed someone else down the road can make a call on whether they think that ID is expert or not.

I would love if the "Type specimen" went away and it automatically cleaned up all the hundreds/thousands of ids that went in as that because it was the default setting when Cheryl Parmenter entered ids from papers about 5 years ago.

---

Jonathan L. Dunnum Ph.D. Senior Collection Manager Division of Mammals, Museum of Southwestern Biology University of New Mexico Albuquerque, NM 87131 (505) 277-9262 Fax (505) 277-1351

MSB Mammals website: http://www.msb.unm.edu/mammals/index.html Facebook: http://www.facebook.com/MSBDivisionofMammals

Shipping Address: Museum of Southwestern Biology Division of Mammals University of New Mexico CERIA Bldg 83, Room 204 Albuquerque, NM 87131

---

From: Teresa Mayfield notifications@github.com Sent: Wednesday, September 19, 2018 4:03:07 PM To: ArctosDB/arctos Cc: Jonathan Dunnum; Mention Subject: Re: [ArctosDB/arctos] Change nature of ID method from "taxonomic revision" to "revised taxonomy" (#1093)

If someone from the code table committee can add the new term, I can update and delete the old.

But some "student" Ids are actually student IDs....

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[campmlc]

A lot of "student" IDs are collection managers. How is this for definition:

"An identification determined by museum professionals such as museum staff, collection managers and curators who may not be experts in the group in question but have some knowledge of relevant taxonomy."

On Wed, Sep 19, 2018 at 4:03 PM, Teresa Mayfield notifications@github.com wrote:

If someone from the code table committee can add the new term, I can update and delete the old.

But some "student" Ids are actually student IDs....

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[campmlc]

I will add the curatorial option with the previous definition if agreed. Other changes while I'm in the form?

On Wed, Sep 19, 2018 at 4:15 PM, Mariel Campbell campbell@carachupa.org wrote:

A lot of "student" IDs are collection managers. How is this for definition:

"An identification determined by museum professionals such as museum staff, collection managers and curators who may not be experts in the group in question but have some knowledge of relevant taxonomy."

On Wed, Sep 19, 2018 at 4:03 PM, Teresa Mayfield <notifications@github.com

wrote:

If someone from the code table committee can add the new term, I can update and delete the old.

But some "student" Ids are actually student IDs....

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[dustymc]

I don't think "museum" is necessary (eg, IDs come from agencies), and I'd hate to exclude the competent amateurs (volunteers, guys who convert most of their house to butterfly collections, etc.).

[campmlc]

How about: curatorial = " An identification determined by qualified personnel assisting with collection management including collection managers, curators, trained students, staff and others who may not be experts in the group in question but have some knowledge of relevant taxonomy."

I hate default settings. They should always be blank. This goes for "Nalgene" in the object+barcode->container. I don't know how many containers have defaulted to "Nalgene" because some student didn't reset it.

On Wed, Sep 19, 2018 at 4:19 PM, dustymc notifications@github.com wrote:

I don't think "museum" is necessary (eg, IDs come from agencies), and I'd hate to exclude the competent amateurs (volunteers, guys who convert most of their house to butterfly collections, etc.).

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[campmlc]

That goes for "ID of kin" as default as well. Can we change that?

Going to insert the curatorial option pending no further comments in next minute or so.

On Wed, Sep 19, 2018 at 4:22 PM, Mariel Campbell campbell@carachupa.org wrote:

How about: curatorial = " An identification determined by qualified personnel assisting with collection management including collection managers, curators, trained students, staff and others who may not be experts in the group in question but have some knowledge of relevant taxonomy."

I hate default settings. They should always be blank. This goes for "Nalgene" in the object+barcode->container. I don't know how many containers have defaulted to "Nalgene" because some student didn't reset it.

On Wed, Sep 19, 2018 at 4:19 PM, dustymc notifications@github.com wrote:

I don't think "museum" is necessary (eg, IDs come from agencies), and I'd hate to exclude the competent amateurs (volunteers, guys who convert most of their house to butterfly collections, etc.).

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[jldunnum]

I guess from my perspective any original ID coming in from an agency or donor or whomever, needs a second ID by the collection accepting it and either verifying the initial ID or changing it.

That definition seems pretty good

---

Jonathan L. Dunnum Ph.D. Senior Collection Manager Division of Mammals, Museum of Southwestern Biology University of New Mexico Albuquerque, NM 87131 (505) 277-9262 Fax (505) 277-1351

MSB Mammals website: http://www.msb.unm.edu/mammals/index.html Facebook: http://www.facebook.com/MSBDivisionofMammals

Shipping Address: Museum of Southwestern Biology Division of Mammals University of New Mexico CERIA Bldg 83, Room 204 Albuquerque, NM 87131

---

From: Mariel Campbell notifications@github.com Sent: Wednesday, September 19, 2018 4:23:05 PM To: ArctosDB/arctos Cc: Jonathan Dunnum; Mention Subject: Re: [ArctosDB/arctos] Change nature of ID method from "taxonomic revision" to "revised taxonomy" (#1093)

How about: curatorial = " An identification determined by qualified personnel assisting with collection management including collection managers, curators, trained students, staff and others who may not be experts in the group in question but have some knowledge of relevant taxonomy."

I hate default settings. They should always be blank. This goes for "Nalgene" in the object+barcode->container. I don't know how many containers have defaulted to "Nalgene" because some student didn't reset it.

On Wed, Sep 19, 2018 at 4:19 PM, dustymc notifications@github.com wrote:

I don't think "museum" is necessary (eg, IDs come from agencies), and I'd hate to exclude the competent amateurs (volunteers, guys who convert most of their house to butterfly collections, etc.).

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[campmlc]

OK, curatorial is done. Dusty, these other changes mentioned would make us all very happy, but I can't do anything that affects values that are currently in use.

On Wed, Sep 19, 2018 at 4:28 PM, jldunnum notifications@github.com wrote:

I guess from my perspective any original ID coming in from an agency or donor or whomever, needs a second ID by the collection accepting it and either verifying the initial ID or changing it.

That definition seems pretty good

---

Jonathan L. Dunnum Ph.D. Senior Collection Manager Division of Mammals, Museum of Southwestern Biology University of New Mexico Albuquerque, NM 87131 (505) 277-9262 Fax (505) 277-1351

MSB Mammals website: http://www.msb.unm.edu/mammals/index.html Facebook: http://www.facebook.com/MSBDivisionofMammals

Shipping Address: Museum of Southwestern Biology Division of Mammals University of New Mexico CERIA Bldg 83, Room 204 Albuquerque, NM 87131

---

From: Mariel Campbell notifications@github.com Sent: Wednesday, September 19, 2018 4:23:05 PM To: ArctosDB/arctos Cc: Jonathan Dunnum; Mention Subject: Re: [ArctosDB/arctos] Change nature of ID method from "taxonomic revision" to "revised taxonomy" (#1093)

How about: curatorial = " An identification determined by qualified personnel assisting with collection management including collection managers, curators, trained students, staff and others who may not be experts in the group in question but have some knowledge of relevant taxonomy."

I hate default settings. They should always be blank. This goes for "Nalgene" in the object+barcode->container. I don't know how many containers have defaulted to "Nalgene" because some student didn't reset it.

On Wed, Sep 19, 2018 at 4:19 PM, dustymc notifications@github.com wrote:

I don't think "museum" is necessary (eg, IDs come from agencies), and I'd hate to exclude the competent amateurs (volunteers, guys who convert most of their house to butterfly collections, etc.).

— You are receiving this because you were assigned. Reply to this email directly, view it on GitHub https://github.com/ArctosDB/arctos/issues/1093#issuecomment-422977673, or mute the thread https://github.com/notifications/unsubscribe-auth/ AOH0hFMAHMow0p8cgaDiRjK8SLsMLPQ-ks5ucsLrgaJpZM4M6bQo .

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[Jegelewicz]

Are some student ids actually student ids?

Yes. At UTEP I had students identifying insects as well as fish. The flag "student" should let others know this isn't a super-reliable identification, but made to the best of a student's ability. It should also encourage further review by those with expertise (which many collections do not have on staff...)

[Jegelewicz]

I guess from my perspective any original ID coming in from an agency or donor or whomever, needs a second ID by the collection accepting it and either verifying the initial ID or changing it.

That's an ideal, but when a collection of 10,000 spiders shows up, it might not be reasonable!

[campmlc]

I think we all agree that "student" should be exactly that. No "broad" sense. Having curatorial gives us another option to clarify going forward.

On Wed, Sep 19, 2018 at 4:32 PM, Teresa Mayfield notifications@github.com wrote:

I guess from my perspective any original ID coming in from an agency or donor or whomever, needs a second ID by the collection accepting it and either verifying the initial ID or changing it.

That an ideal, but when a collection of 10,000 spiders shows up, it might not be reasonable!

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[jldunnum]

Yes, and I agree with Teresa that we may not be able to ID 10,000 spiders quickly, but we need something unique to demonstrate that the collection staff have vetted the ID.

---

Jonathan L. Dunnum Ph.D. Senior Collection Manager Division of Mammals, Museum of Southwestern Biology University of New Mexico Albuquerque, NM 87131 (505) 277-9262 Fax (505) 277-1351

MSB Mammals website: http://www.msb.unm.edu/mammals/index.html Facebook: http://www.facebook.com/MSBDivisionofMammals

Shipping Address: Museum of Southwestern Biology Division of Mammals University of New Mexico CERIA Bldg 83, Room 204 Albuquerque, NM 87131

---

From: Teresa Mayfield notifications@github.com Sent: Wednesday, September 19, 2018 4:32:58 PM To: ArctosDB/arctos Cc: Jonathan Dunnum; Mention Subject: Re: [ArctosDB/arctos] Change nature of ID method from "taxonomic revision" to "revised taxonomy" (#1093)

I guess from my perspective any original ID coming in from an agency or donor or whomever, needs a second ID by the collection accepting it and either verifying the initial ID or changing it.

That an ideal, but when a collection of 10,000 spiders shows up, it might not be reasonable!

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[dustymc]

I think we all agree that "student" should be exactly that. No "broad" sense. Having curatorial gives us another option to clarify going forward.

It's in the code table definition, and ~hundreds of thousands of specimens have been identified under that definition.

Specimen has been identified by a person using appropriate references, knowledge, and/or and tools, but not by an expert. This is a broad use of the term student.

when a collection of 10,000 spiders shows

Given the (reasonable, I think) "we didn't do it, we have no idea" stance those should be "legacy" (which should probably be "unknown").

can't do anything that affects values that are currently in use.

Sure you can - come up with better terminology, define it, add it to the code table, and let me know you need the data migrated + old term deleted. It's not really possible to change authorities anyway - they wouldn't be very authoritative if you could!

[Jegelewicz]

> when a collection of 10,000 spiders shows

Given the (reasonable, I think) "we didn't do it, we have no idea" stance those should be "legacy" (which should probably be "unknown").

Legacy sounds good, but I think that you are correct in stating this generally means "I don't know what the identifier's qualifications were at the time".

[campmlc]

1) I created "revised taxonomy" from original post, with definition: "This refers to any taxonomic update based on revised taxonomy. It replaces the nature of ID "taxonomic revision" because that term is a homonym. In taxonomy a "revision" is a special type of publication. Not all taxonomic publications are revisions, even if they change taxonomy (ie 'revise' taxonomy) only certain large, monographic treatments are called "revisions." Please comment on definition so I can finalize. Once done, Dusty -please convert all "taxonomic revision" to "revised taxonomy" and delete "taxonomic revision".

2) "Student": Jon, do you want all MSB:Mamm "student" nature of IDs converted to "curatorial"? Other collections will be left as is, unless they request otherwise.

3) "Type specimen": Jon, solution for this? Do you want to do with the "type specimen" situation? Find all type specimens entered by Cheryl Parmenter and move them to something else?

4) Dusty, please get rid of "ID of kin" as default nature of ID; leave blank value and require selection from list.

On Wed, Sep 19, 2018 at 4:43 PM, dustymc notifications@github.com wrote:

I think we all agree that "student" should be exactly that. No "broad" sense. Having curatorial gives us another option to clarify going forward.

It's in the code table definition, and ~hundreds of thousands of specimens have been identified under that definition.

Specimen has been identified by a person using appropriate references, knowledge, and/or and tools, but not by an expert. This is a broad use of the term student.

when a collection of 10,000 spiders shows

Given the (reasonable, I think) "we didn't do it, we have no idea" stance those should be "legacy" (which should probably be "unknown").

can't do anything that affects values that are currently in use.

Sure you can - come up with better terminology, define it, add it to the code table, and let me know you need the data migrated + old term deleted. It's not really possible to change authorities anyway - they wouldn't be very authoritative if you could!

— You are receiving this because you were assigned. Reply to this email directly, view it on GitHub https://github.com/ArctosDB/arctos/issues/1093#issuecomment-422982718, or mute the thread https://github.com/notifications/unsubscribe-auth/AOH0hL5f3YpCVkd3fw-dXPSx51h9pnkDks5ucsiNgaJpZM4M6bQo .

[jldunnum]

I'll need to assess before doing wholesale changes.

---

Jonathan L. Dunnum Ph.D. Senior Collection Manager Division of Mammals, Museum of Southwestern Biology University of New Mexico Albuquerque, NM 87131 (505) 277-9262 Fax (505) 277-1351

MSB Mammals website: http://www.msb.unm.edu/mammals/index.html Facebook: http://www.facebook.com/MSBDivisionofMammals

Shipping Address: Museum of Southwestern Biology Division of Mammals University of New Mexico CERIA Bldg 83, Room 204 Albuquerque, NM 87131

---

From: Mariel Campbell notifications@github.com Sent: Wednesday, September 19, 2018 4:58:23 PM To: ArctosDB/arctos Cc: Jonathan Dunnum; Mention Subject: Re: [ArctosDB/arctos] Change nature of ID method from "taxonomic revision" to "revised taxonomy" (#1093)

1) I created "revised taxonomy" from original post, with definition: "This refers to any taxonomic update based on revised taxonomy. It replaces the nature of ID "taxonomic revision" because that term is a homonym. In taxonomy a "revision" is a special type of publication. Not all taxonomic publications are revisions, even if they change taxonomy (ie 'revise' taxonomy) only certain large, monographic treatments are called "revisions." Please comment on definition so I can finalize. Once done, Dusty -please convert all "taxonomic revision" to "revised taxonomy" and delete "taxonomic revision".

2) "Student": Jon, do you want all MSB:Mamm "student" nature of IDs converted to "curatorial"? Other collections will be left as is, unless they request otherwise.

3) "Type specimen": Jon, solution for this? Do you want to do with the "type specimen" situation? Find all type specimens entered by Cheryl Parmenter and move them to something else?

4) Dusty, please get rid of "ID of kin" as default nature of ID; leave blank value and require selection from list.

On Wed, Sep 19, 2018 at 4:43 PM, dustymc notifications@github.com wrote:

I think we all agree that "student" should be exactly that. No "broad" sense. Having curatorial gives us another option to clarify going forward.

It's in the code table definition, and ~hundreds of thousands of specimens have been identified under that definition.

Specimen has been identified by a person using appropriate references, knowledge, and/or and tools, but not by an expert. This is a broad use of the term student.

when a collection of 10,000 spiders shows

Given the (reasonable, I think) "we didn't do it, we have no idea" stance those should be "legacy" (which should probably be "unknown").

can't do anything that affects values that are currently in use.

Sure you can - come up with better terminology, define it, add it to the code table, and let me know you need the data migrated + old term deleted. It's not really possible to change authorities anyway - they wouldn't be very authoritative if you could!

— You are receiving this because you were assigned. Reply to this email directly, view it on GitHub https://github.com/ArctosDB/arctos/issues/1093#issuecomment-422982718, or mute the thread https://github.com/notifications/unsubscribe-auth/AOH0hL5f3YpCVkd3fw-dXPSx51h9pnkDks5ucsiNgaJpZM4M6bQo .

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[DerekSikes]

Why not replace 'student' with 'non-expert' ?

Curatorial might not be correct if say a donor who isn't part of the museum, and not an expert, and not a student, is the one doing the ID.

-Derek

On Wed, Sep 19, 2018 at 2:58 PM, Mariel Campbell notifications@github.com wrote:

1) I created "revised taxonomy" from original post, with definition: "This refers to any taxonomic update based on revised taxonomy. It replaces the nature of ID "taxonomic revision" because that term is a homonym. In taxonomy a "revision" is a special type of publication. Not all taxonomic publications are revisions, even if they change taxonomy (ie 'revise' taxonomy) only certain large, monographic treatments are called "revisions." Please comment on definition so I can finalize. Once done, Dusty -please convert all "taxonomic revision" to "revised taxonomy" and delete "taxonomic revision".

2) "Student": Jon, do you want all MSB:Mamm "student" nature of IDs converted to "curatorial"? Other collections will be left as is, unless they request otherwise.

3) "Type specimen": Jon, solution for this? Do you want to do with the "type specimen" situation? Find all type specimens entered by Cheryl Parmenter and move them to something else?

4) Dusty, please get rid of "ID of kin" as default nature of ID; leave blank value and require selection from list.

On Wed, Sep 19, 2018 at 4:43 PM, dustymc notifications@github.com wrote:

I think we all agree that "student" should be exactly that. No "broad" sense. Having curatorial gives us another option to clarify going forward.

It's in the code table definition, and ~hundreds of thousands of specimens have been identified under that definition.

Specimen has been identified by a person using appropriate references, knowledge, and/or and tools, but not by an expert. This is a broad use of the term student.

when a collection of 10,000 spiders shows

Given the (reasonable, I think) "we didn't do it, we have no idea" stance those should be "legacy" (which should probably be "unknown").

can't do anything that affects values that are currently in use.

Sure you can - come up with better terminology, define it, add it to the code table, and let me know you need the data migrated + old term deleted. It's not really possible to change authorities anyway - they wouldn't be very authoritative if you could!

— You are receiving this because you were assigned. Reply to this email directly, view it on GitHub https://github.com/ArctosDB/arctos/issues/1093#issuecomment-422982718, or mute the thread https://github.com/notifications/unsubscribe-auth/AOH0hL5f3YpCVkd3fw- dXPSx51h9pnkDks5ucsiNgaJpZM4M6bQo

.

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--

+++++++++++++++++++++++++++++++++++ Derek S. Sikes, Curator of Insects Professor of Entomology University of Alaska Museum 1962 Yukon Drive Fairbanks, AK 99775-6960

dssikes@alaska.edu

phone: 907-474-6278 FAX: 907-474-5469

University of Alaska Museum - search 400,276 digitized arthropod records http://arctos.database.museum/uam_ento_all http://www.uaf.edu/museum/collections/ento/ +++++++++++++++++++++++++++++++++++

Interested in Alaskan Entomology? Join the Alaska Entomological Society and / or sign up for the email listserv "Alaska Entomological Network" at http://www.akentsoc.org/contact_us http://www.akentsoc.org/contact.php

[campmlc]

For latter case we use legacy.

On Wed, Sep 19, 2018, 5:16 PM DerekSikes notifications@github.com wrote:

Why not replace 'student' with 'non-expert' ?

Curatorial might not be correct if say a donor who isn't part of the museum, and not an expert, and not a student, is the one doing the ID.

-Derek

On Wed, Sep 19, 2018 at 2:58 PM, Mariel Campbell <notifications@github.com

wrote:

1) I created "revised taxonomy" from original post, with definition: "This refers to any taxonomic update based on revised taxonomy. It replaces the nature of ID "taxonomic revision" because that term is a homonym. In taxonomy a "revision" is a special type of publication. Not all taxonomic publications are revisions, even if they change taxonomy (ie 'revise' taxonomy) only certain large, monographic treatments are called "revisions." Please comment on definition so I can finalize. Once done, Dusty -please convert all "taxonomic revision" to "revised taxonomy" and delete "taxonomic revision".

2) "Student": Jon, do you want all MSB:Mamm "student" nature of IDs converted to "curatorial"? Other collections will be left as is, unless they request otherwise.

3) "Type specimen": Jon, solution for this? Do you want to do with the "type specimen" situation? Find all type specimens entered by Cheryl Parmenter and move them to something else?

4) Dusty, please get rid of "ID of kin" as default nature of ID; leave blank value and require selection from list.

On Wed, Sep 19, 2018 at 4:43 PM, dustymc notifications@github.com wrote:

I think we all agree that "student" should be exactly that. No "broad" sense. Having curatorial gives us another option to clarify going forward.

It's in the code table definition, and ~hundreds of thousands of specimens have been identified under that definition.

Specimen has been identified by a person using appropriate references, knowledge, and/or and tools, but not by an expert. This is a broad use of the term student.

when a collection of 10,000 spiders shows

Given the (reasonable, I think) "we didn't do it, we have no idea" stance those should be "legacy" (which should probably be "unknown").

can't do anything that affects values that are currently in use.

Sure you can - come up with better terminology, define it, add it to the code table, and let me know you need the data migrated + old term deleted. It's not really possible to change authorities anyway - they wouldn't be very authoritative if you could!

— You are receiving this because you were assigned. Reply to this email directly, view it on GitHub <https://github.com/ArctosDB/arctos/issues/1093#issuecomment-422982718 , or mute the thread https://github.com/notifications/unsubscribe-auth/AOH0hL5f3YpCVkd3fw- dXPSx51h9pnkDks5ucsiNgaJpZM4M6bQo

.

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.

--

+++++++++++++++++++++++++++++++++++ Derek S. Sikes, Curator of Insects Professor of Entomology University of Alaska Museum 1962 Yukon Drive Fairbanks, AK 99775-6960

dssikes@alaska.edu

phone: 907-474-6278 FAX: 907-474-5469

University of Alaska Museum - search 400,276 digitized arthropod records http://arctos.database.museum/uam_ento_all http://www.uaf.edu/museum/collections/ento/ +++++++++++++++++++++++++++++++++++

Interested in Alaskan Entomology? Join the Alaska Entomological Society and / or sign up for the email listserv "Alaska Entomological Network" at http://www.akentsoc.org/contact_us http://www.akentsoc.org/contact.php

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[DerekSikes]

re: 1) I created "revised taxonomy" from original post, with definition: "This refers to any taxonomic update based on revised taxonomy. It replaces the nature of ID "taxonomic revision" because that term is a homonym. In taxonomy a "revision" is a special type of publication. Not all taxonomic publications are revisions, even if they change taxonomy (ie 'revise' taxonomy) only certain large, monographic treatments are called "revisions." Please comment on definition so I can finalize. Once done, Dusty -please convert all "taxonomic revision" to "revised taxonomy" and delete "taxonomic revision".

I think our definition should include something to this effect: "The specimen may or may not have been examined. In many cases such name changes are based on taxonomic changes made in the scientific literature and do not involve examination of the specimen."

But otherwise the above looks good to me.

-Derek

On Wed, Sep 19, 2018 at 2:58 PM, Mariel Campbell notifications@github.com wrote:

1) I created "revised taxonomy" from original post, with definition: "This refers to any taxonomic update based on revised taxonomy. It replaces the nature of ID "taxonomic revision" because that term is a homonym. In taxonomy a "revision" is a special type of publication. Not all taxonomic publications are revisions, even if they change taxonomy (ie 'revise' taxonomy) only certain large, monographic treatments are called "revisions." Please comment on definition so I can finalize. Once done, Dusty -please convert all "taxonomic revision" to "revised taxonomy" and delete "taxonomic revision".

2) "Student": Jon, do you want all MSB:Mamm "student" nature of IDs converted to "curatorial"? Other collections will be left as is, unless they request otherwise.

3) "Type specimen": Jon, solution for this? Do you want to do with the "type specimen" situation? Find all type specimens entered by Cheryl Parmenter and move them to something else?

4) Dusty, please get rid of "ID of kin" as default nature of ID; leave blank value and require selection from list.

On Wed, Sep 19, 2018 at 4:43 PM, dustymc notifications@github.com wrote:

I think we all agree that "student" should be exactly that. No "broad" sense. Having curatorial gives us another option to clarify going forward.

It's in the code table definition, and ~hundreds of thousands of specimens have been identified under that definition.

Specimen has been identified by a person using appropriate references, knowledge, and/or and tools, but not by an expert. This is a broad use of the term student.

when a collection of 10,000 spiders shows

Given the (reasonable, I think) "we didn't do it, we have no idea" stance those should be "legacy" (which should probably be "unknown").

can't do anything that affects values that are currently in use.

Sure you can - come up with better terminology, define it, add it to the code table, and let me know you need the data migrated + old term deleted. It's not really possible to change authorities anyway - they wouldn't be very authoritative if you could!

— You are receiving this because you were assigned. Reply to this email directly, view it on GitHub https://github.com/ArctosDB/arctos/issues/1093#issuecomment-422982718, or mute the thread https://github.com/notifications/unsubscribe-auth/AOH0hL5f3YpCVkd3fw- dXPSx51h9pnkDks5ucsiNgaJpZM4M6bQo

.

— You are receiving this because you authored the thread. Reply to this email directly, view it on GitHub https://github.com/ArctosDB/arctos/issues/1093#issuecomment-422985644, or mute the thread https://github.com/notifications/unsubscribe-auth/AIraMzJXbj-zUppco73LsOwy_m2o62Q6ks5ucswPgaJpZM4M6bQo .

--

+++++++++++++++++++++++++++++++++++ Derek S. Sikes, Curator of Insects Professor of Entomology University of Alaska Museum 1962 Yukon Drive Fairbanks, AK 99775-6960

dssikes@alaska.edu

phone: 907-474-6278 FAX: 907-474-5469

University of Alaska Museum - search 400,276 digitized arthropod records http://arctos.database.museum/uam_ento_all http://www.uaf.edu/museum/collections/ento/ +++++++++++++++++++++++++++++++++++

Interested in Alaskan Entomology? Join the Alaska Entomological Society and / or sign up for the email listserv "Alaska Entomological Network" at http://www.akentsoc.org/contact_us http://www.akentsoc.org/contact.php

[DerekSikes]

But as Dusty pointed out 'legacy' should best be interpreted as 'unknown - perhaps an expert, but perhaps not'

This is different than a situation in which you know the person is not an expert.

Non-expert seems like what was intended by 'student' but is more intuitive and less likely to be mis-used.

-D

On Wed, Sep 19, 2018 at 3:18 PM, Mariel Campbell notifications@github.com wrote:

For latter case we use legacy.

On Wed, Sep 19, 2018, 5:16 PM DerekSikes notifications@github.com wrote:

Why not replace 'student' with 'non-expert' ?

Curatorial might not be correct if say a donor who isn't part of the museum, and not an expert, and not a student, is the one doing the ID.

-Derek

On Wed, Sep 19, 2018 at 2:58 PM, Mariel Campbell < notifications@github.com

wrote:

1) I created "revised taxonomy" from original post, with definition: "This refers to any taxonomic update based on revised taxonomy. It replaces the nature of ID "taxonomic revision" because that term is a homonym. In taxonomy a "revision" is a special type of publication. Not all taxonomic publications are revisions, even if they change taxonomy (ie 'revise' taxonomy) only certain large, monographic treatments are called "revisions." Please comment on definition so I can finalize. Once done, Dusty -please convert all "taxonomic revision" to "revised taxonomy" and delete "taxonomic revision".

2) "Student": Jon, do you want all MSB:Mamm "student" nature of IDs converted to "curatorial"? Other collections will be left as is, unless they request otherwise.

3) "Type specimen": Jon, solution for this? Do you want to do with the "type specimen" situation? Find all type specimens entered by Cheryl Parmenter and move them to something else?

4) Dusty, please get rid of "ID of kin" as default nature of ID; leave blank value and require selection from list.

On Wed, Sep 19, 2018 at 4:43 PM, dustymc notifications@github.com wrote:

I think we all agree that "student" should be exactly that. No "broad" sense. Having curatorial gives us another option to clarify going forward.

It's in the code table definition, and ~hundreds of thousands of specimens have been identified under that definition.

Specimen has been identified by a person using appropriate references, knowledge, and/or and tools, but not by an expert. This is a broad use of the term student.

when a collection of 10,000 spiders shows

Given the (reasonable, I think) "we didn't do it, we have no idea" stance those should be "legacy" (which should probably be "unknown").

can't do anything that affects values that are currently in use.

Sure you can - come up with better terminology, define it, add it to the code table, and let me know you need the data migrated + old term deleted. It's not really possible to change authorities anyway - they wouldn't be very authoritative if you could!

— You are receiving this because you were assigned. Reply to this email directly, view it on GitHub <https://github.com/ArctosDB/arctos/issues/1093# issuecomment-422982718 , or mute the thread https://github.com/notifications/unsubscribe- auth/AOH0hL5f3YpCVkd3fw- dXPSx51h9pnkDks5ucsiNgaJpZM4M6bQo

.

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.

--

+++++++++++++++++++++++++++++++++++ Derek S. Sikes, Curator of Insects Professor of Entomology University of Alaska Museum 1962 Yukon Drive https://maps.google.com/?q=1962+Yukon+Drive+%0D%0A+Fairbanks,+AK+99775&entry=gmail&source=g Fairbanks, AK 99775 https://maps.google.com/?q=1962+Yukon+Drive+%0D%0A+Fairbanks,+AK+99775&entry=gmail&source=g -6960

dssikes@alaska.edu

phone: 907-474-6278 FAX: 907-474-5469

University of Alaska Museum - search 400,276 digitized arthropod records http://arctos.database.museum/uam_ento_all http://www.uaf.edu/museum/collections/ento/ +++++++++++++++++++++++++++++++++++

Interested in Alaskan Entomology? Join the Alaska Entomological Society and / or sign up for the email listserv "Alaska Entomological Network" at http://www.akentsoc.org/contact_us http://www.akentsoc.org/contact.php

— You are receiving this because you were assigned. Reply to this email directly, view it on GitHub https://github.com/ArctosDB/arctos/issues/1093#issuecomment-422988998, or mute the thread https://github.com/notifications/unsubscribe-auth/ AOH0hF7ud7jfYH1mMGpWiU9UdZTrLsufks5uctBmgaJpZM4M6bQo

.

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--

+++++++++++++++++++++++++++++++++++ Derek S. Sikes, Curator of Insects Professor of Entomology University of Alaska Museum 1962 Yukon Drive Fairbanks, AK 99775-6960

dssikes@alaska.edu

phone: 907-474-6278 FAX: 907-474-5469

University of Alaska Museum - search 400,276 digitized arthropod records http://arctos.database.museum/uam_ento_all http://www.uaf.edu/museum/collections/ento/ +++++++++++++++++++++++++++++++++++

Interested in Alaskan Entomology? Join the Alaska Entomological Society and / or sign up for the email listserv "Alaska Entomological Network" at http://www.akentsoc.org/contact_us http://www.akentsoc.org/contact.php

[Jegelewicz]

also agree "expert" is totally subjective and it could go away too. As long as the identifying agent is listed someone else down the road can make a call on whether they think that ID is expert or not. and

Why not replace 'student' with 'non-expert' ? Curatorial might not be correct if say a donor who isn't part of the museum, and not an expert, and not a student, is the one doing the ID.

put my accountant brain in gear....

I don't believe that we are qualified to make an assessment of the expertise of any identifier. Wouldn't it be better to only provide objective data? Most of the options are pretty much that.

I need some time to think about what would be better - and I suggest we all think on it a bit before we rush to make updates...

[dustymc]

convert all "taxonomic revision" to "revised taxonomy" and delete "taxonomic revision".

done

[Jegelewicz]

Seems like we are done with this.