Abstract

Classifications and phylogenies of perceived natural entities change in the light of new evidence. Taxonomic changes, translated into Code-compliant names, frequently lead to name:meaning dissociations across succeeding treatments. Classification standards such as the Mammal Species of the World (MSW) may experience significant levels of taxonomic change from one edition to the next, with potential costs to long-term, large-scale information integration. This circumstance challenges the biodiversity and phylogenetic data communities to express taxonomic congruence and incongruence in ways that both humans and machines can process, that is, to logically represent taxonomic alignments across multiple classifications. We demonstrate that such alignments are feasible for two classifications of primates corresponding to the second and third MSW editions. Our approach has three main components: (i) use of taxonomic concept labels, that is name sec. author (where sec. means according to), to assemble each concept hierarchy separately via parent/child relationships; (ii) articulation of select concepts across the two hierarchies with user-provided Region Connection Calculus (RCC-5) relationships; and (iii) the use of an Answer Set Programming toolkit to infer and visualize logically consistent alignments of these input constraints. Our use case entails the Primates sec. Groves (1993; MSW2–317 taxonomic concepts; 233 at the species level) and Primates sec. Groves (2005; MSW3–483 taxonomic concepts; 376 at the species level). Using 402 RCC-5 input articulations, the reasoning process yields a single, consistent alignment and 153,111 Maximally Informative Relations that constitute a comprehensive meaning resolution map for every concept pair in the Primates sec. MSW2/MSW3. The complete alignment, and various partitions thereof, facilitate quantitative analyses of name:meaning dissociation, revealing that nearly one in three taxonomic names are not reliable across treatments—in the sense of the same name identifying congruent taxonomic meanings. The RCC-5 alignment approach is potentially widely applicable in systematics and can achieve scalable, precise resolution of semantically evolving name usages in synthetic, next-generation biodiversity, and phylogeny data platforms.

Highlights

  • Human classifications of perceived natural groups change in the light of new evidence

  • In the terminology of computer science, an individual taxonomy can be modeled as an ontology (Franz and Thau 2010; Midford et al 2013), and the process of reconciling taxonomic meanings across multiple classifications is a special case of ontology matching (Euzenat and Shvaiko 2013; Leonelli 2013)

  • The consistent taxonomic scope, information organization, and recursive reference relation among the input taxonomies contribute to the well-resolved outcomes

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Summary

Introduction

Human classifications of perceived natural groups change in the light of new evidence Over time these changes can affect the validity of taxonomic names and stability of their meanings. More than 250 years since Linnaeus’ Systema Naturae, mammal classifications continue to change at both lower and higher taxonomic levels (e.g., Asher and Helgen 2010; Heller et al 2013; Zachos et al 2013; Cotterill et al 2014) Reasons for such change are manifold, including the application of alternative species concepts or recognition of new phylogenetic information. Standards can mitigate the challenges inherent in name-based data integration— up to a point They cannot eliminate systemic limitations incurred by using names and nomenclatural relationships as identifiers of exceedingly granular taxonomic incongruences. Because ontology interrelationships can be described formally, inferences of multi-taxonomy alignments can be enhanced through application of logic representation and reasoning methods (van Harmelen et al 2008; Bonatti et al 2011)

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