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Darwin Core guidelines for herbaria
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Hybrid formulas #26

Open GoogleCodeExporter opened 9 years ago

GoogleCodeExporter commented 9 years ago
Please describe your question as clearly as possible. Include links if possible.

What are the DwC guidelines related to the handling of hybrid entities without 
a formal hybrid name - e.g. "Crataegus monogyna Jacq. x Crataegus suksdorfi 
(Sarg.) Kruschke".

Are there already rules of thumb for these examples or is this an area were DwC 
is vague or agnostic?  If the latter, perhaps useful to tackle in the 
guidelines.

(Question by Patrick Sweeney)

Original issue reported on code.google.com by peter.de...@gmail.com on 9 Jun 2011 at 4:35

GoogleCodeExporter commented 9 years ago
UBC is also unsure as to how to tackle unnamed hybrids. 

Currently, if we have a name such as "Potamogeton alpinus x lucens", we enter 
'Potamogeton' in GENUS, and 'alpinus x lucens' in SPECIES.  The authorities we 
are unsure how to enter... we currently just put them both in SPECIES AUTHOR, 
separate by a '/'.  Any recommendations?

Also something to try to tackle: more complicated unnamed hybrids.  For 
example, "Centaurea diffusa x stoebe subsp. micranthos".  For now, similar to 
above, we enter 'diffusa x stoebe subsp. micranthos' all in SPECIES, with all 3 
authorities separated by '/' in SPECIES AUTHOR.

These are of course not ideal, but what we have done in the meantime until a 
recommendation could be suggested.  Thank you!

Original comment by amber.sa...@gmail.com on 2 Aug 2011 at 6:20

GoogleCodeExporter commented 9 years ago
Would definitely be useful to tackle in the guidelines. I have asked Dusty 
McDonald, programmer on Arctos at the University of Alaska Museum of the North, 
to comment on how this is all handled in Arctos, in case it sheds light on the 
issue. Here is his response:

"There are two distinct things going on here.

1) Named hybrids are taxonomy 
(http://ibot.sav.sk/icbn/frameset/0069AppendixINoHa001.htm) and are therefore 
handled under our rules for forming taxon names (implemented as a DB trigger): 
http://code.google.com/p/arctos/source/browse/arctos/DDL/triggers/trg_taxon_comp
ound_names.sql 

Cleverly-named variable "stoopidX" is the multiplication sign - long story.

ICBN genus allows both "Propercasename" and "{stoopidX}Propercasename", species 
allows "somename" and "{stoopidX}somename", etc.

Those taxon names are then available to be used in identifications. (Even 
complex ones - but we unfortunately don't seem to have any named-hybrid hybrids 
to showcase.)

http://arctos.database.museum/name/%D7Agroelymus%20hultenii
http://arctos.database.museum/name/Carex%20%D7lidii
etc.

2) Non-named hybrids are not taxonomy, but rather identification. Table 
identification_taxonomy allows more than one taxon to be used in 
Identifications, and Identification.Identification_Formula hooks those taxon 
terms together under Identification.scientific_name. I don't think we have 
anything more complicated than "A x B" (see, e.g., 
http://arctos.database.museum/guid/UAM:Herb:47064, 
http://arctos.database.museum/guid/UAM:Herb:136369, and 
http://g-arctos.appspot.com/arctosdoc/identification.html#id_formula) so far, 
but implementing say "(((Ax(BxA))xA)xC)xD)" would be a matter of inserting a 
value in a code table and modifying one form to use >2 variables - that's true 
at least until we run out of upper-case ASCII characters.

Identification.Scientific_Name is just a string and could be represented in any 
number of ways, but the components of that string point to 
names/concepts/whatever you want to call e.g., 
http://arctos.database.museum/name/Eriophorum%20scheuchzeri%20subsp.%20arcticum

(ER diagram available at http://code.google.com/p/arctos/downloads/list)

All that said, and probably what you're looking for here, we'd not expect 
anything using DWC to support that level of precision. We'd just send whatever 
the accepted Identification.Scientific_Name string is in our DWC data, and 
expect a link back to the specimen detail page so people can (hopefully!) make 
sense of what we're doing.

MaNIS, Ornis, and GBIF all fail at providing a link back to specimens, and GBIF 
just ignores everything after a second space in the scientific name 
(http://data.gbif.org/occurrences/201421766/). We're still a long ways from 
being able to share our precise data in any sort of useful manner.

-D"

Original comment by gtuco.bt...@gmail.com on 3 Aug 2011 at 7:17