This is something I have thought about a lot, and I think it depends in part what taxa one works with. I guess if I had to describe my approach, Iâd call it âflexibly conservativeâ, but closer to side B. When I started out, I thought ID should be based on a set of definitive binary features that eliminated all other possibilities, but quickly realized that was unrealistic. I ID morels, and most of the species are semi-cryptic: there is often high morphological variability with overlap between the species (overlapping bell curves for each trait).
At the same time, many semi-cryptic species look extremely distinctive a large fraction of the time, and for those individuals that are, I am highly confident in the species ID (these are the only ones I ID to species). The same thing can happen for morphologically cryptic species with partially overlapping habitat or seasonality. But then there will be observations that occur in the overlapping portion of the range, season, or morphological continuum, and I leave those observations at a higher taxon.
This is unavoidably subjective, as there is no sharp cutoff for qualitative traits occurring on a continuous spectrum, and in reality, Iâm often considering several different variable traits/factors together. When done properly, I think this can be quite rigorous (if you are cautious and know your limits). For these more subjective IDs with high variability, I think one needs a âground truthâ dataset to both train themselves and test themselves on. For the species I ID, I look through every observation with DNA sequencing, and I try to naiively ID it myself (ignoring the sequence and the community ID). Without doing this, you have no idea how good or bad your ID ability actually is.
I have no problem explicitly disagreeing with an ID when I believe there is insufficient evidence, and I do this with high frequency given the abundance of unsupported over-precise IDs for fungi. At the same time, I donât blindly adhere to keys, publications, or even my own personal criteria (which combines things from multiple sources and personal experience). If someone can provide evidence that species can be distinguished using an alternative set of characteristics I had not considered, I will evaluate the strength of their evidence/arguments. If it feels like itâs simply a pretext for guessing with no rational basis, I may persist in disagreeing. If itâs plausible but Iâm unsure, Iâll refrain from challenging it or withdraw my disagreement. If I find it to be reasonable and reliable, I may incorporate it into my own ID practices.
I think dialog and willingness to reconsider is the most important part. Someone is unlikely to be a good identifier if they rigidly insist that ID must be done using only their criteria/sources (i.e. âyou canât possibly ID that with âtrait Xâ because itâs not in the keyâ or âyou canât possibly ID that without âtrait Yâ because it is in the keyâ). The same is true of someone who only follows their own personal system (not supported by any keys/sources), canât explain how they make their IDs, canât reasonably defend them, and wonât change their approach when presented with evidence of its unreliability. Yet disagreement is central to how iNaturalist works, and if the community canât agree on the ID, that is accurately reflected in the absence of a species-level community ID, leaving only the strongest and most uncontested IDs at research grade (in theoryâŚ).