Should curators have a critical point of view when changing iNat taxonomy?

Surely the solution to that is to contact the relative backbone and inform them. Rather than a deviations being made and months later the backbone picking up those data resulting in a deviation that does not deviate. With so much online and so many new journals, it is an impossible task for them to know everything immediately.
I think the first action should be to contact the relative backbone about an issue and if they choose not to make a change, then a deviation can be proposed stating that the relative backbone explicitly disagreed with the proposed change. This would be less work for everyone and more conversion of taxonomy globally.

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Sounds like possibly more work for everyone.
Instead of keeping an eye on iNat’s curation moves only, it implies monitoring both iNat curators’ action and third-party taxonomic framework changes - in the hope of noticing (and report, and get corrected) any questionable change in the latter, fast enough so that no iNat curator has time to mirror that questionable change here

Alterations at a 3rd-party framework (e.g. POWO for plants) are a thing, but they bear almost no consequences for the framework, they can be (and are) easily reverted, ten times a month if needed.
Meanwhile, iNat curators replicating such alterations with no safeguard or delay can produce huge, hard-to-revert consequences. (Cf. the Xanthium mess.)

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Almost all of those are extremely in-the-weeds technical details required by the ICNafp – fixing gender terminations for species epithets (which is stupid and should be abolished), authorship where the author of the species is different from that of the paper, and citation of original articles for basionyms. Maybe the first should have been caught by a peer reviewer, but not necessarily; the genera in question have typical terminations so arguably both the authors and reviewers should have questioned them, but there are some where they are reversed (masculine words ending in -a and feminine ones ending in -us).

The problem with this is that it would totally exclude some significant taxonomic groups. Are we going to exclude all ~100 species of very distinct peacock spiders because they’re worked up by amateur scientists in non-peer-reviewed journals?

Ok, I feel like this exchange reveals a lot about why much of this thread consists of people talking past each other. “Taxonomists” aren’t a monolith, nor is anyone being “allowed” to do anything. Someone can just publish something – even with peer review it’s not that hard – and as long as it conforms to the codes of nomenclature, it’s out there. That doesn’t mean you have to accept it! The big problem with POWO, as I see it, is that it uncritically accepts any publication without evaluating the evidence behind it; and likewise, iNat uncritically accepts POWO.

This leads into a second implied issue here, which is the conflation of nomenclature and systematics. The codes of nomenclature solely govern what names have validity and priority etc. based on how and when they were published. They are neutral when it comes to subjective synonyms, i.e. whether two names should scientifically be considered two species or one.

The publication of names, synonymies, etc. are taxonomic hypotheses. You can read the paper, evaluate the evidence presented, and accept them or not. Many taxonomists, when they encounter a bad paper, simply ignore it and continue to use the previous systematic framework. There is a lot to be done and too few people and resources to do it. Even with things that are known problems – for example, when someone in my area published hundreds of spurious new species, sometimes describing one species from the flowers and one from the leaves of the same plant specimen – it took over 10 years for them to be resolved properly. I myself am working on a group that hasn’t been revised in over 100 years.

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At some point, we reach a situation akin to arguing about the difference between a pit bull and a Staffordshire terrier. Assuming the 10th of a mm business wasn’t an exaggeration, surely every non-microscopic species has larger within-species variations than that? Are we going to erect a new species, say Sequoia microphylla, because the needles are 0.1mm shorther than those of Sequoia sempervirens? I’m not sure that I understand what you meant by the 0.1mm reference. Unless it was alluding to:

If this is the case, then it shouldn’t take measuring to less than 0.1mm.

Sounds like a good systematic review project.

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Well, my issue isn’t that we should only allow institution scientists to describe species, my issue is when one person or research group splits off a new species without anyone else reviewing it, and then it finding its way onto iNat. Or someone rushing changes onto iNat only to find out the paper was rejected or revised or the authors of the paper didn’t feel like it should actually result in taxonomic changes, and by then a bunch of issues have been created in the iNat data. This is a different issue from my issue with taxonomic splitting, it’s also true that changes sometimes happen on iNat before they should, and without much discussion beyond the curator who wants to make the change for whatever reason.

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Two species may look completely different as a whole. The measurements between these two species may mostly overlap though, which makes it often very difficult to write a simple key to distinguish them. Often, the characters that are most distinct and do not overlap are small. Is it better to write a wishy-washy key with a bunch of larger characters that overlap or is it better to use smaller characters that mostly or completely differentiate the species? You could in fact have every single measured character overlap between species but the combination of them all makes them look completely different.

I think couplet 5 of this key was one of the greatest plant key WTF moments I have encountered. That is until I had to use it for a rare plant survey. Guess what? The pollen grains perfectly differentiated the species in question on my survey and, once I had keyed several, I could clearly identify them to species from several feet away. Overall, they looked pretty different but almost any other measure would overlap and not work well in a key. Having recently done a taxonomic treatment with a key, I have huge sympathy for anyone that ever has to write or use an identification key. I also have huge sympathy for any expert that tells you that they just look different and that is how to tell them apart.

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To me it would be best, though, if such key couplets also included the syndrome of the other overlapping characteristics that give the taxa their unique field aspects. Not all things mentioned in a key couplet have to be mutually exclusive, if mentioned in explicit combinations. It makes for longer key couplets, but also for broader utility as an identification tool, which to me is always the first purpose of a key.

So my WTF for that key couplet still stands. :wink:

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My WTF still stands too but it is a double-WTF as it actually works. My guess is that, in this case, no syndrome stood out that aligned with the solid character. I suspect that it was just a solid character that pulled a few taxa away from the greater mess and made the rest of the key somewhat easier regarding the remaining taxa.

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If the writers of the key only wanted it to be usable by people with access to a compound microscope, then I would agree.

Couplet #3 here is an example of what I have in mind (and with species still considered cryptic by many!):

http://www.efloras.org/florataxon.aspx?flora_id=1&taxon_id=131832

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Before I clicked on this link I said to my husband, “is this going to be the one about the pollen being 5-angled?” Then I clicked and laughed.

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You can actually see it with a hand lens once you understand what you are actually supposed to be looking for, ideally a 20x rather than a 10x though.

The parts of the couplets mostly don’t overlap in that one though. Many similar couplets overlap most values at least somewhat and the plants I key usually end up in the overlap area of such keys. Imagine writing a Stylocline key to 30 similar taxa. You got lucky that you only had 7.

Just for fun, below is the last couplet I got to in my Malacothamnus key when I attempted to focus almost entirely on morphology. I still had over half of the taxa to fit in the key and each couplet was getting worse. I ultimately decided to do a key starting with geographic divisions to make it much more usable. It won’t work for taxa introduced outside their current ranges but infinitely more useful than if I had tried to focus strictly on morphology. Note that in this couplet the only character that doesn’t overlap is a trichome measurement to the nearest tenth of a mm and it is the average length rather any trichome as the extremes will cross the couplet boundaries. And, of course, you ultimately just learn that it looks different from the rest as that is way easier than trying to key it.

16 - Calyx bracts 6-13 mm, calyx lobes 6-18 mm, flower buds pointed, calyx glandular trichomes average ≄ 0.2 mm, inflorescence and leaves often sticky, Los Angeles and Ventura Counties 
 M. marrubioides

16’ - Calyx bracts ≀ 11 mm, calyx lobes ≀ 12 mm, flower buds pointed or not, calyx glandular trichomes average < 0.2 mm, leaves and inflorescence rarely sticky 
 17

I think I would have surrendered and told those rare species: you are free to become extinct


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Fair enough - it was just the quickest example at hand where some creative use of “and”, “or”, “and/or” etc. can be used to flesh out characteristics that otherwise wouldn’t be as amenable to dichotomous couplets. When reviewing FNA drafts, I generally flag couplets like the ones you’ve brought forward (especially when they are at high levels in the key) and ask the authors if they can add any other “field characteristics” to help key users - “how do you recognize these species when you see them” etc.

That said, I think we’ve probably sidetracked and dominated this discussion enough, so I’m going to step back again. For me this was my roundabout way of agreeing that

and that keys can sometimes suck a little less when authors think longer about translating their recognition cues for a wider audience of key users.

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Man, amen so hard to that last sequence.

Fungal keys are absolutely infuriating sometimes because they’ll jump immediately to microscopy - which I understand but there’s definitely macromorphology that could have been used to differentiate species further before jumping right to needing a microscope.

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Surely it is not the task of “POWO” to evaluate all published taxonomy (that is the last thing anyone would want). It is for scientists to evaluate and write a peer reviewed rebuttal if needed. POWO is merely the messenger not the peer reviewer in chief.

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If you write a nomenclatural paper, nomenclature being entirely ruled by the ICNafp, and then in 200 occasions not following the ICNafp and create a bunch of invalid names, then that seems quite fundamental to that publication. The ICNafp is all about technical details. A peer reviewer may miss a few, but 200?

Hi, you seem to have misinterpreted my comment. Surely you can only propose a deviation when you know there is a deviation, so there is no extra work “monitoring” anything as you have already looked to see that it is different and therefore you are going to propose a deviation.

The sequence of events, as of now:
(1) someone at POWO implements a questionable taxonomic change: Xanthium strumarium is declared a synonym of X. orientale (huh?! nonsense!!!)
(2) someone at iNat notices that change at POWO and (because it is “The Reference Framework” whereas curators are not expected to be experts or have a critical point of view on taxa they curate) decides to replicate it on iNat: after a few hours and with no further safeguards, a “taxon merge” operation makes 1000s of obs of X. orientale renamed to strumarium
(3) after a few weeks, someone at POWO realizes how misguided the former change was, and reverts it in a snap: X. orientale is back to being a different species from strumarium
(4) meanwhile on iNat, everything stays a big mess that will take months if not years to revert and fix - photos, CV etc. got merged and confused too, new obs got wrong IDs, etc.

How it could be:
(2) someone at iNat notices that change at POWO and decides to replicate it on iNat: a “taxon merge” operation is therefore drafted but, because a taxon merge involving thousands of existing obs is a lossy operation which could cause a big mess if performed hastily, a minimum delay of N weeks + a minimum requirement of N curators/topIDers is enforced - allowing enough time and eyeballs for experts to step in and declare that POWO was drunk and their change makes no eff’ing sense.

–
edit: to clarify a bit
 not every curation operation requires cautionary measures and critical insights. I envision at least three cases: (A) Many ops are lossless (e.g. simple rename or typo fix, moving a well-defined species back and forth between two genera
) and as such, don’t really call for expertise or third-party input; (B) Other ops are inevitably lossy even if not dramatic - e.g. deleting a subsp. or var., merging two taxa
 and therefore should require varying amounts of extra delay/care/input; (C) Some other ops, even if reversible and harmless on iNat, can still cause transient/larger consequences elsewhere - e.g. turning a ‘Species’ into a ‘Complex’, while largely cosmetic for iNat, changes the related observations into “too generic” genus-level data on GBIF.

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Yes, of course they are free to do however they prefer for their site. Anyway, if it happens that one or more relevant papers are missing among those that have been cited in the “publications” section, it is possible that someone will decide to try to make them notice this lacking.
As already written, this is not an accusation towards POWO. I think that, having to deall with the world vascular flora, it is understandable if in some cases some works have not been consulted.

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