Change wording used by the system when downgrading an observation to an higher level taxa

in my Pisum example (related to the proposed leading disagreement functionality), i’m mostly saying it makes no sense to introduce a difference between Observation Taxon and Community Taxon. if they plan to introduce leading disagreement, they should keep Observation Taxon = Community Taxon (except to the extent that the observer opts out of CID).

i’m not proposing being able to select the taxon level for leading disagreement because i think that makes things unnecessarily complicated.

separately, i did suggest that maybe going from branch disagreement only to leading disagreement + branch disagreement may not be the best path. maybe the best path is to remove branch disagreement altogether (except for backward compatibility purposes) and replace with a model that allows you to specifically disagree with each of the existing IDs separately rather than being able to disagree with only aggregated community ID. however, i doubt they will want to go this route because it would require changing up their data model a little bit. so don’t think it’s worth pushing this too hard because it’s unlikely to go anywhere.

To circle back to Michele’s question
if iNat defaults to text which says bluntly
Diana disagrees

maybe a popup to let us overwrite the text as a comment spelling out what we mean. What we agree with. Or what we disagree with.
With a Don’t show me this again option for those who prefer to accept the default text.

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This may be a tangent to the topic of this discussion, but I can’t figure this one out:

Why would one have to revisit an observation after giving it a disagreeing higher-taxon ID? The more specific ID process essentially starts over from that point on whether or not that ‘dicots’ ID continues to exist. The only difference is that it now takes more effort to change the ID from whatever plant it is to e.g., ‘insects’. But presumably enough thought went into the disagreeing ‘dicots’ that the chance of it being subject to an ancestor disagreement are low.

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i changed “branch agreement to Dicot” to “branch agreement up to Dicot”. does that make more sense now?

in the current system, i wouldn’t want to disagree with a bad Pisum sativum ID on a plant that I recognized only as some sort of non-Pisum Dicot because it would be a branch disagreement, and if someone later IDed the plant as, say, a Parkisonia, i wouldn’t want my branch disagreement up to Dicot to conflict with the Parkinsonia ID (since Parkinsonia is on that branch). (look at the branch disagreement diagram in the blog example and note how B’s Insecta ID keeps the Observation Taxon at Insecta even after C’s Asian lady beetle ID.)

That’s not how the current system works, though, only a hypothetical. Under the current system, your Dicot identification would not conflict with the later Parkinsonia ID - it would only conflict with a later ID of Pisum sativum.

i couldn’t find an existing observation that fits this exact case, but i found this observation (https://www.inaturalist.org/observations/22438288), where someone IDed this to something incorrect, and another person IDed this up to Dicot with a disagreement. i went in and IDed first a Baccharis halimifolia and then as Eupatorium capillifolium, and either way, the Observation ID stayed at Dicot. that matches what the blog says branch disagreement will do, and that’s why i wouldn’t ID as Dicot + disagree in my Pisum example.

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UPDATE: i’m retracting my original statement here because i think it’s wrong. i think if A IDs as 7-spotted and C+D ID as Asian, that won’t get you a community ID of Asian because C+D is not >2/3rds. so if leading disagreement gets CID as Asian upon E’s ID even with B’s Insecta ID, then that seems to be the same as if B did not make an ID.

ORIGINAL: @loarie – one more (new) thought about the usefulness of the proposed Leading Disagreement. notice that in your Leading Disagreement diagram, the Observation Taxon goes to Asian after E’s ID. that’s an improvement over Branch Disagreement for sure. however, if B had simply made a comment and said that the organism was not 7-spotted (instead of doing an ID+disagreement), then i think it would have taken only C and D to make Asian IDs to make the Observation Taxon = Asian. so in a way, hashing this kind of disagreement out with comments first still might be better in some cases.

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Thanks everyone for the feedback.

Branch Disagreements
Regarding ‘branch disagreements’, upupa-epops’s use case Let’s say someone posted a very blurry picture of a ladybug... is the one we had in mind. While we agree it should be rare and backed up by the community and comments, the idea is that there should be some mechanism for the community to role back the taxon that an observation is ‘filed under’ if the observer is not responsive and if the community consensus is that while it could be Seven-spotted Ladybug its really impossible to tell and we should err on the side of caution.

Regarding @Pisum and other’s concern that we’re lowering the bar with branch disagreements, eg: note that with the proposed new prompt, you’ll no longer need to know that there’s no way anyone could confirm / deny, you’ll just need to think that there’s no way anyone could confirm or deny. that’s a slightly lower bar for disagreement. those who ignored the letter of the current prompt to disagree would now have the new prompt wording on their side. the idea was actually to raise the bar (ie make it rarer for people to ‘branch disagree’). The concern with the existing ‘evidence’ based language is that if @charlie observed a plant and ID’d it to species because he’s an ‘expert’ but his photo didn’t capture all the characters necessary to identify it to species, someone else shouldn’t roll it back to genus merely because the ‘evidence was not sufficient’. The ‘I don’t think we can be certain…’ language was meant to capture the spirit that the community doesn’t think anyone is intentionally/knowingly advocating for that species which would eliminate the charlie situation (we can be reasonably certain charlie knows what he’s doing) but would cover for example, someone blindly clicking on a computer vision suggestion (in most of these cases the community can ascertain that the precision associated with such an ID wasn’t intentional).

Again, the idea is that the ‘branch disagreement’ lever should be very rarely pulled, so we agree with concerns about this lever being over-used. But we think the use case articulated by upupa-epops is legitimate, especially if the identification in question makes the observation sufficiently unusual/unlikely that it decreases the credibility of the site (even though it ‘could’ be that taxon) and the observer is unresponsive. But if folks think this is too niche a use case for a tool that could be broadly misused, thats fair.

Leading Disagreements:
Regarding ‘leading disagreements’, @Pisum and @tchakamaura brought up a legitimate issue with our plans we didn’t think about. First some terminology. In the following example User B’s ‘Identification taxon’ is Epilachna borealis.


Because the Identification Taxon is a sibling to and not an ancestor of the Community Taxon (C. septempuctata), its very easy to recognize the not only the ancestry to the Identification Taxon (green) which User B is certain the observation is, but also ‘Disagreement Branch’ (orange) which User B is certain the Taxon isn’t. It extends from the Community Taxon back to the common ancestor with User B’s Identification Taxon.

But in the case of ‘ancestor disagreements’, e.g.


Psium’s is correct that sometimes we might want to set the Identification Taxon in one place (e.g. ‘I’m certain this is Family Coccinellidae’) but the root of the disagreement branch somewhere else (e.g. ‘I’m certain this is not in the genus Coccinella, but it could be some other genus in the tribe…’)

Psium is correct that under the planned changes, this can’t be articulated. Choosing ‘Leading Disagreement’ will set the Identification Taxon at Family Coccinellidae but set the ‘disagreement branch’ at C. septempuctata which isn’t whats intended.
Similarly, choosing ‘Branch Disagreement’ (which isn’t the could-be-but-can’t-be-certain use case we’re intending by that choice) also wouldn’t do what’s intended as it would define the disagreement branch as everything below the Identification Taxon

Wrapped up in this is that since identifiers can only trigger disagreements by suggesting a taxon that is an ancestor of the Community Taxon (not the Observation Taxon), if User B did a ‘leading disagreement’ the Community Taxon would be at Family Coccinellidae but the Observation Taxon would be at Genus Coccinella and there’d be no way for future identifiers to trigger a disagreement with Genus Coccinella.

Do we need functionality that allows the flexibility for an identifier to:
a) disagree with taxa other than the Community Taxon
b) explicitly choose not just their Identification Taxon but also the root of the Disagreement Branch?

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I’m not sure it’s my place to say we need these, but I have certainly wanted them and would use them.

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Yes, I would love to be able to pick at what level I disagree. Allowing to disagree with something other than the community taxon would be useful in situation like this: https://www.inaturalist.org/observations/17244684

Here, I am not certain of the species but know the genus, but since someone has already made an ID to species it feels like I am disagreeing when I add my ID even though I am not. And the result is I often skip adding IDs in such situations, even though it means these observations get stuck in State of Matter. If there was an option to say I explicitly disagreed with Pediastrum duplex, then by not using it, it would be obvious that I wasn’t disagreeing with it and all would be good. And yes, I can just add a note stating that, but it’s not as quite as good as a built-in solution.

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re: branch disagreements, if

then if you reword the new choice 2 as
“Yes, we can’t be certain beyond [ID node]” instead of
“Yes, I don’t think we can be certain beyond [ID node]”
then i think that choice will be equivalent to the current prompt.
and i think i would be clearer to note the disagreement as something along the lines of “[Disagreer] disagrees because it’s not possible to make an ID finer than [ID node]” or “… because we can’t be certain beyond [ID node]”.

… and if you remove branch disagreement altogether, then, of course, that really raises the bar.

re: leading disagreements
i think you’re making it too complicated. all you need to do is make observation taxon = community taxon. in your blog, looking at the Leading Disagreement diagram, however the community taxon is calculated to get Insecta after B’s ID, do the same thing for the observation taxon. that’s it. the rest of the diagram looks fine.

if there’s some technical reason the observation taxon needs to differ from the community taxon for leading disagreements, then i think instead of doing whatever you proposed to do, do this instead:
offer a branch disagreement that gets automatically withdrawn after a finer (or equivalent) disagreement to the original ID is made. that’s it. (in some ways, something like that would also address my latest note about the usefulness of the proposed leading disagreement functionality.)

if you’re thinking of opening up a whole can of worms by letting people select disagreement levels for a potential leading disagreements implementation, then i think the better can of worms to open up is to allow people to pick the specific existing (distinct) IDs they disagree with. no need to learn taxonomy with this kind of approach. just look at what others have suggested and knock down the (distinct) one(s) you disagree with (after making your own ID, of course).

@loarie Yes this covers it. Allowing ppl to choose the place of disagreement is what the pisum example needs to be accurate, though it’s not necessary in that the user could research which other kind of legume it is, but that would be hard. I like the separation of disagreement and agreement as it allows the user to be judicious and refrain support for taxa they’re not sure of and still get the result of disgareing with the tip.
I think this will cover a use case I mentioned in another thread,where it is not possible to add an agreeing id (to the new cid and without disgareement with some specific IDs compatible with th cid which are already present) if your I’d will be one of those to tip an observation from one branch of the tree of life to another.
https://forum.inaturalist.org/t/offer-the-ability-to-choose-whether-to-hard-disagree-or-not-to-the-next-finest-level-that-the-current-identifications-support-when-one-disagrees-with-the-current-community-id/3921/7

I think the separation will accomplish what @pisum wants, in allowing people to choose what they agree and disgaree with. The prompt might include an interactive phylogeny, including all current IDs, as is provided in the example txt here, and this will remove the concern where people have to know the taxonomy already. The current status quo on obs and IDs is to know the taxonomy and I’d, or get the computer / computer vision to provide it by messing with the compare and suggestions tabs and filters.

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@pisum’s comments about leading disagreements make a lot of sense:

i think you’re making it too complicated. all you need to do is make observation taxon = community taxon.

We changed how the Observation Taxon works so that in most cases it matches the Community Taxon, the exceptions are in an update to the blog post that I copied below.

While the idea of making it so people can arbitrarily set the branch they are disagreeing with and also disagree with any identification is interesting and certainly something we could do down the road, it does introduce a lot of complexity. I think pisum is right that with this tweak to the Observation Taxon, our existing simpler plans for dealing with ancestor disagreement problems will be a good first step. And we should hold off on the ‘can of worms’ for now

In contrast, the Observation Taxon will always match the Community Taxon unless:
a) there is just a single identification, then the Observation Taxon will be defined by that identification
b) the observer opts out of the Community Taxon, then the Observation Taxon will be defined by the observers identification
c) there are no disagreements and there is an identifications of descendants of the Community Taxon, then the Observation Taxon will be defined by the finest such identification (because the community likes that a single non-controversial identification being able to ‘move the ball forward’)*

*if that finest identification is of infra-species rank (eg subspecies), the Observation Taxon won’t roll forward to that rank from the Community Taxon if that identification was added later (because the community doesn’t like what would be Research Grade observations at species rank being rolled forward to Needs ID observations at infra-species rank). However, if the Observation Taxon was initially set at infra-species rank from a single identification, a non-disagreeing identification of an ancestor won’t roll the Observation Taxon back to the Community Taxon.

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given the new wording, does the leading disagreement diagram from the blog post still make sense?

tbd_leaddisagree

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wow great catch - fixed. Thanks for all your help with this

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you’re welcome. i think we’re in agreement now on how it makes sense for leading disagreement to work.

What happened to branch disagree?

re: branch disagreements, the only change from the original proposal in the blog post that we’re planning is changing the wording to

“Yes, we can’t be certain beyond [ID node]” instead of
“Yes, I don’t think we can be certain beyond [ID node]”

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“Experts” are part of the community and have as much right as anyone to decide that the photo can’t be ID’d.

I never said they weren’t part of the community (or any less a part of it), nor did I say they had no right to decide that THEY can’t ID it.

I DO contest whether they have the right to say someone else can’t. Very subtle difference.

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