Hackathon 2013/UseCases

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Contents

Members

  • Daisie Huang
  • David Eades
  • Marilyn Beckman

Topics to be covered

  • Use cases, identify types of users and what we must deliver.
  • Define implementation plan and milestones.
  • Map imports from Species Files, MX and 3i into TaxonWorks.

Use cases

  • Taxonomists
    • Starting point for research
      • Existing hierarchy with nomenclatural data
      • References to relevant literature
      • Added information: specimen data, images, sound recordings
    • Assistance during research
      • Generate private copy with relevant scope
      • Add data in database
      • Manage characters including molecular
      • Handle OTUs in flux
      • Export text to drop in manuscript
    • Upon publication
      • Merge private copy into public database
  • Data aggregators
    • Export data to Catalogue of Life and ITIS
    • Develop data exchange with GBIF, ZooBank, others
  • Web service clients
    • Requests for hierarchy
    • Inquiries about status of names
    • Participate in attempts to resolve conflicts with Catalogue of Life Piping Tool
  • General public
    • Display data in user friendly form
  • Collections
    • Illinois Natural History Survey

Considerations for making a systematist-friendly taxonomic workbench

  • In TaxonWorks, the core concept of species is relaxed into two conceptual entities: the OTU and the taxonomic hypothesis.
    • OTUs represent either specimens or groups of specimens?
    • A taxonomic hypothesis is either itself an OTU or a collection of OTUs?
  • It would be very helpful if trees themselves could be used as a method of batch import/export of OTUs and hypotheses:
    • If one created a fully marked-up tree in NeXML that had nodes annotated with, for example, clade names, informational tags, bootstrap values, that should be importable into TaxonWorks.
    • These imported annotations should be propagated out to everything that inherits from a node, based on the hierarchy.

Implementation plan and milestones

  • Proof of concept, all data to be discarded
    • Create basic tables
    • Import taxonomic hierarchy from Plecoptera Species File
    • Develop user interface
    • Import taxonomic hierarchy from Embioptera Species File
    • Add log on with levels of access and saved user data
    • Enable editing
    • Handle citations including authors and publication data
    • Handle images
    • Add anything else required for LepIndex
    • Enforce compliance with Code of Zoological Nomenclature
    • Handle ecological relationships
    • Add anything else required for Universal Chalcidoidea Database
  • Import LepIndex
  • Import Universal Chalcidoidea Database
  • Complete functionality required for existing databases
    • Handle specimen data
    • Handle character data
    • Provide keys
    • Tools to assist taxonomic revisions
      • Private species files
      • Generate text to drop in manuscripts
      • Merge private data back into public database
    • Verify that all essential data from existing databases can be handled
  • Import all existing species file, MX and 3i databases
  • Develop data exchange with other applications
    • GBIF
    • ZooBank
    • Global Names Architecture
  • New functionality
    • Collection data for Illinois Natural History Survey
    • Nomenclature codes other than zoological