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Small pieces loosely joined
Towards a unified theory of
biodiversity for the web



Vincent S. Smith
Macro taxonomy
The big picture of taxonomic research


   Goal…
     • Inventory the Earth’s species
     • Document their relationships
     • “Publish” these data

   Data set…
     • 1.8 M described spp. (10M names)
     • 300M pages (over last 250 years)
     • 1.5-3B specimens

   People…
     • 4-6,000 scientists
     • 30-40,000 “pro-amateurs”
     • Many more citizen scientists?
Micro taxonomy
The practice of taxonomic research


   Sociology…
     • Parochial
     • Specialized experts
     • Fragmented & distributed

   Methodology…
     • Different (domain specific)
     • Communities of practice
     • Non transferable skills

   Output…
     • Heterogeneous & scattered
     • High volume, low impact
     • Hard to find (use)
                                      How do we integrate micro &
                                     macro taxonomy for the Web?
http://Scratchpads.eu
What is a Scratchpad?
A website for you & your community




       1                       2                3
   Your data              Uploaded &   Published & reviewed
                            tagged          on your site
What is a Scratchpad?
A website for you & your community




       1                       2                3
   Your data              Uploaded &   Published & reviewed
                            tagged          on your site


    Fast                 Intuitive      Fit for use
What can Scratchpads do?
Import, manage, search & browse:


                                   Specimens




    DNA & Phylogenies




                   Literature      Images
What can Scratchpads do?
Integration & connectivity within & between sites


                                          Specimens




     DNA & Phylogenies




            Taxonomy
                    Literature            Images
What can Scratchpads do?
In summary:

+Administration                         +Groups                                    +Specimens
 -Change your site information            -Creating a group                         -Creating a record
 -Change you front page                   -Subscribing to a group                   -Importing from a spreadsheet
 -Change your logo                      +Image                                      -Linking specimen & location records
 -Activity and access logs                -Uploading & basic annotation             -Linking specimen & pub. records
+Backup                                   -Linking image & location records        +Tasks
 -Backing up your data                    -Linking image & specimen records         -Creating a tasklist
 -Restoring your data                     -Linking image & publication records     +Taxonomy
+Bibliography                             -Overlay annotations on images            -Importing from a spreadsheet
 -Creating a record                     +Layout                                     -Importing from ClassificationBank
 -Importing from a ref. manager           -Change your theme                        -Starting from scratch
 -Exporting to a reference manager        -Menus                                    -Taxonomy manager
+Blog                                     -Blocks and sidebars                      -Displaying a classification
 -Creating and adding a blog            +Locations                                  -Adding names
+Custom Content                           -Creating a record                        -Deleting names
 -Defining a CCK                          -Importing from a spreadsheet             -Taxonomy & panels
 -Importing from a spreadsheet          +Pages                                     +Users
 -Creating a custom view                  -Creating, editing, cloning & deleting    -Your settings
+Fileshare                                -Configuring the panels template          -Adding a new user
 -Creating and using a fileshare        +Panels                                     -User roles and permissions
+Forum                                    -Adding & configuring content             -Adding and editing user profile fields
 -Altering the forum settings             -Creating a new panel                     -Logging in
 -Creating a container for a forum        -Citing a Panels page                    +Webform
 -Creating a new forum                  +Phylogeny                                  -Creating and using webforms
 -Creating a new topic inside a forum     -Adding a phylogenetic tree
What can Scratchpads do?
Visual taskguide
Current Scratchpads
                                         Ants
                      Sites:  70+        Bees
                                         Beetles
                      Users: 850+        Big-headed flies
                                         Birds
                      Pages: 130k        Blackflies
                                         Ciliates
                      Since March 2007   Cockroaches
                                         Dragon Trees
                                         Dung Beetles
                                         False Buttonweed
                                         Flat worms
                                         Flies
                                         Foraminifera
                                         Fossil Insects
                                         Fungus Gnats
                                         Holometabola
                                         Leaf-miner Flies
                                         Lice
                                         Lichens of Bermuda
                                         Malvaceae
                                         Megalastrum ferns
                                         Milichiid flies
                                         Mosquitoes
                                         Mosses
                                         Nannotax fossils
                                         Nepticuloid moths
                                         Palms
                                         Pearl oysters
                                         Polychaete worms
                                         Scaleworms
                                         Stick insects
                                         Sulawesi Ferns
                                         Termites
                                         Triticid grasses
                                         Weevils
                                         Wood Ferns
Scratchpad visitors
Tracking visitors across sites




   Key monthly statistics
        - 50,000 page views
        - 6,000 visitors
        - 8 minutes on site
        - 50% returning visits

                    (average per month 08’)
Scratchpad applications
A multipurpose, flexible technology




                                  eBooks
                4th Edition Howard & Moore, Birds of the world
                  (fact checking, data compilation, 2010, funding)
Scratchpad applications
A multipurpose, flexible technology




                               eJournals
 European Mosquito Bulletin (ISSN 1460-6127), Phasmid Studies (ISSN 0966-0011)
                 (submission, review, & dissemination of articles)
Scratchpad applications
  A multipurpose, flexible technology




                               Image galleries
Nanno fossils, Cockroaches, Stick insects, Flatworms, Grasses, Lichens & many more…
                      (rapid upload, annotation, & display of images)
How do Scratchpads work?
Getting a Scratchpad


    Requirements
      • Biological focus
      • Agree to T&C’s (click-thru)
      • CC license “by-nc-sa”

    Application
                                         http://scratchpads.eu/apply
      • Maintainer
      • Scope/Mission/API Keys
      • (Sub)domain name

    Content
      • Unrestricted (overlapping)
      • No branding (focus on authors)
      • Value added
How do Scratchpads work?
Using a Scratchpad


    Management
     • User categories (maintainer, ed. contrib.)
     • Public / private content (flexible groups)
     • Admin. page (site settings & behavior)

    Data Input
     • Content types (biblio, maps, “page” etc)
     • Forms, managers, Excel, EndNote etc
     • Custom content (add or extend data types)

    Tagging (indexing)
     • Taxonomy terms (2M +)
     • Multiple classifications
     • Auto-tagging
Autotagging
Indexing data to make it findable


1. Create content
   (e.g. reference)



                                      Journal citation
2. Find terms                       mentions taxon name
   (Autotag)




3. Submit
   (Index)
Autotagging
Indexing data to make it findable


1. Create content
   (e.g. reference)




2. Find terms
   (Autotag)
                                    Matches taxonomy
                                    term (Drag & Drop)




3. Submit
   (Index)
Autotagging
Indexing data to make it findable


1. Create content
   (e.g. reference)




2. Find terms
   (Autotag)




3. Submit                           Page tagged (indexed)
   (Index)                            with taxon name
How do Scratchpads work?
Indexing data to make it findable



                                    • Tagged data can be
                                      presented differently

                                    • For example as part of
                                      a traditional bibliography

                                    • Or as small windows
                                      or “panels” of data
How do Scratchpads work?
Integrating data & “publishing” in a Scratchpad

Types of Scratchpad Panel…
Built with “tagged data”
                                Personalized
                   Common        instructions     Bibliographic
                    names                           literature


  Taxonomic                                                        Files and
  hierarchies                                                     documents




 Photographs &                                                     Specimen
  illustrations                                                     records




  Customized                                                      Phylogenetic
    content                                                          trees
How do Scratchpads work?
Integrating data & “publishing” in a Scratchpad




        Dynamically built species pages
How do Scratchpads work?
Integrating data & “publishing” in a Scratchpad




         Browsed through a taxonomy
How do Scratchpads work?
Integrating data & “publishing” in a Scratchpad




           Including 3rd party content
How do Scratchpads work?
Integrating data & “publishing” in a Scratchpad




             With data curation tools
How do Scratchpads work?
Integrating data & “publishing” in a Scratchpad




               Listing all “authors”
How do Scratchpads work?
Integrating data & “publishing” in a Scratchpad




           Dated, permanent & citable
How do Scratchpads work?
Adjusting the panels layout




        Choose which panels to display
How do Scratchpads work?
An example based on the Catalogue of Life classification




                          2 million taxon pages
                    Open curation at http://catlife.myspecies.info
Biodiversity on the Web
The informatics landscape
Biodiversity on the Web
Scratchpads are personalizing biodiversity science
A unified theory of biodiversity?
BHL, EOL and scholarly journals



       Biodiversity Heritage Library
         • Digitising heritage literature



       Encyclopedia of Life
         • A web page for every species



       Scholarly Journals
         • Traditional publishing
Biodiversity Heritage Library
“Digitizing biodiversity literature”


 • Biodiversity publications since 1469
    - 5.4 million books
    - 800,000 monographs
    - 40,000 periodicals

 • Held by Natural History libraries
     E.g., NHM holds more than 1M books, 250k
     monographs & periodicals, 0.5M artworks

 • BHL partnership of 10 Nat. Hist. libraries
 • Sharing the digisation of contents
 • Focus on out of copyright materials
 • Partnership with “Internet Archive”
 • Make the contents “findable”
Biodiversity Heritage Library
“Digitizing biodiversity literature”


 1. Scan (photograph)
 2. Extract text (OCR)
 3. Find keywords
     - Taxonomic names
     - Author names
     - Citations
     - Collection data
     - Morphological data
     - Descriptions
     - Identification keys
     - Illustrations
     - Photographs




                                   1 scribe machine, 3,500 pages per shift per day
                                        34 scribe machines now in operation
Biodiversity Heritage Library
“Digitizing biodiversity literature”


 1. Scan
 2. Extract text (OCR)
 3. Find keywords
     - Taxonomic names
     - Author names
     - Citations
     - Collection data
     - Morphological data
     - Descriptions
     - Identification keys
     - Illustrations         Palma, R.L., and
     - Photographs           R.L.C. Pilgrim.
                             2002. A revision
                             of the genus
                             Naubates
                             (Insecta:
                             Phthiraptera:
                             Philopteridae).
                             J. R. Soc. N.Z.
                             32:7-60.
Biodiversity Heritage Library
“Digitizing biodiversity literature”


 1. Scan
 2. Extract text (OCR)
 3. Find keywords
     - Taxonomic names
     - Author names
     - Citations
     - Collection data
     - Morphological data
     - Descriptions
     - Identification keys
     - Illustrations         Palma, R.L., and
     - Photographs           R.L.C. Pilgrim.
                             2002. A revision
 4. Index                    of the genus
                             Naubates
                             (Insecta:
 5. Put on the web           Phthiraptera:
                             Philopteridae).
                             J. R. Soc. N.Z.
 6. 10M pp. to date          32:7-60.
Scratchpads and BHL
Creating a community built virtual taxonomic library




                                       Not
                                 Yes
                                       Yet?




         Scratchpads as a tool to add articles (and markup) to BHL?
Encyclopedia of Life
“A web page for every species”

 • A web page for all 1.8M species
 • $25m funding (5 years)
   - MacArthur and Sloan Foundations

 • Multiple audiences
   - Science & outreach

 • Megascience mashup
   - Aggregating data from the web

 • 10 years to complete
   - First draft 2008, “finished” 2017!

 • Struggling to find an identity?
   - Competition, vetting, growth, credit

 • A possible publishing platform?
   - LifeDesks / Scratchpads
Journals Articles
Scholarly communication in taxonomy & systematics


 • Fragmented
 • Mostly commercial
 • Data poor
 • Fixed audience
   - Hard to repurpose

 • Possible role for EoL?
   - Web publishing platform (cf Wikipedia)

 • Zootaxa
   - 15% n. spp; 50 spp. a week!

 • Scratchpads / EoL / Zootaxa                      Biodiversity
   - MS Word Template (markup)                       Journals
   - Simultaneous publication
Summary
“Small pieces loosely joined”


  1. Bringing data together
    Biodiversity studies are data rich, poorly archived & ever changing


  2. Bringing people together
    Biodiversity researchers are few in number, fragmented & highly distributed


  3. Bringing science together
    Biodiversity science demands a different approach to addressing BIG questions




                              BIG IS DIFFERENT
             New opportunities & new challenges!
Thanks…


           Simon Rycroft   Dave Roberts    Kehan Harman




     Ben Scott     Edward Baker    Irina Brake   Vladimir Blagoderov
Questions?
Scratchpad management
   Scalable & sustainable technology




                    Hardware, software & user support
Virtual machine, open-source software, self-archiving, backed-up, multi-site configuration
(easy to move & upgrade, secure & reliable, citable, screencasts, low admin., low marginal costs)

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Small pieces loosely joined: towards a unified theory of biodiversity for the web

  • 1. Small pieces loosely joined Towards a unified theory of biodiversity for the web Vincent S. Smith
  • 2. Macro taxonomy The big picture of taxonomic research Goal… • Inventory the Earth’s species • Document their relationships • “Publish” these data Data set… • 1.8 M described spp. (10M names) • 300M pages (over last 250 years) • 1.5-3B specimens People… • 4-6,000 scientists • 30-40,000 “pro-amateurs” • Many more citizen scientists?
  • 3. Micro taxonomy The practice of taxonomic research Sociology… • Parochial • Specialized experts • Fragmented & distributed Methodology… • Different (domain specific) • Communities of practice • Non transferable skills Output… • Heterogeneous & scattered • High volume, low impact • Hard to find (use) How do we integrate micro & macro taxonomy for the Web?
  • 5. What is a Scratchpad? A website for you & your community 1 2 3 Your data Uploaded & Published & reviewed tagged on your site
  • 6. What is a Scratchpad? A website for you & your community 1 2 3 Your data Uploaded & Published & reviewed tagged on your site Fast Intuitive Fit for use
  • 7. What can Scratchpads do? Import, manage, search & browse: Specimens DNA & Phylogenies Literature Images
  • 8. What can Scratchpads do? Integration & connectivity within & between sites Specimens DNA & Phylogenies Taxonomy Literature Images
  • 9. What can Scratchpads do? In summary: +Administration +Groups +Specimens -Change your site information -Creating a group -Creating a record -Change you front page -Subscribing to a group -Importing from a spreadsheet -Change your logo +Image -Linking specimen & location records -Activity and access logs -Uploading & basic annotation -Linking specimen & pub. records +Backup -Linking image & location records +Tasks -Backing up your data -Linking image & specimen records -Creating a tasklist -Restoring your data -Linking image & publication records +Taxonomy +Bibliography -Overlay annotations on images -Importing from a spreadsheet -Creating a record +Layout -Importing from ClassificationBank -Importing from a ref. manager -Change your theme -Starting from scratch -Exporting to a reference manager -Menus -Taxonomy manager +Blog -Blocks and sidebars -Displaying a classification -Creating and adding a blog +Locations -Adding names +Custom Content -Creating a record -Deleting names -Defining a CCK -Importing from a spreadsheet -Taxonomy & panels -Importing from a spreadsheet +Pages +Users -Creating a custom view -Creating, editing, cloning & deleting -Your settings +Fileshare -Configuring the panels template -Adding a new user -Creating and using a fileshare +Panels -User roles and permissions +Forum -Adding & configuring content -Adding and editing user profile fields -Altering the forum settings -Creating a new panel -Logging in -Creating a container for a forum -Citing a Panels page +Webform -Creating a new forum +Phylogeny -Creating and using webforms -Creating a new topic inside a forum -Adding a phylogenetic tree
  • 10. What can Scratchpads do? Visual taskguide
  • 11. Current Scratchpads Ants Sites: 70+ Bees Beetles Users: 850+ Big-headed flies Birds Pages: 130k Blackflies Ciliates Since March 2007 Cockroaches Dragon Trees Dung Beetles False Buttonweed Flat worms Flies Foraminifera Fossil Insects Fungus Gnats Holometabola Leaf-miner Flies Lice Lichens of Bermuda Malvaceae Megalastrum ferns Milichiid flies Mosquitoes Mosses Nannotax fossils Nepticuloid moths Palms Pearl oysters Polychaete worms Scaleworms Stick insects Sulawesi Ferns Termites Triticid grasses Weevils Wood Ferns
  • 12. Scratchpad visitors Tracking visitors across sites Key monthly statistics - 50,000 page views - 6,000 visitors - 8 minutes on site - 50% returning visits (average per month 08’)
  • 13. Scratchpad applications A multipurpose, flexible technology eBooks 4th Edition Howard & Moore, Birds of the world (fact checking, data compilation, 2010, funding)
  • 14. Scratchpad applications A multipurpose, flexible technology eJournals European Mosquito Bulletin (ISSN 1460-6127), Phasmid Studies (ISSN 0966-0011) (submission, review, & dissemination of articles)
  • 15. Scratchpad applications A multipurpose, flexible technology Image galleries Nanno fossils, Cockroaches, Stick insects, Flatworms, Grasses, Lichens & many more… (rapid upload, annotation, & display of images)
  • 16. How do Scratchpads work? Getting a Scratchpad Requirements • Biological focus • Agree to T&C’s (click-thru) • CC license “by-nc-sa” Application http://scratchpads.eu/apply • Maintainer • Scope/Mission/API Keys • (Sub)domain name Content • Unrestricted (overlapping) • No branding (focus on authors) • Value added
  • 17. How do Scratchpads work? Using a Scratchpad Management • User categories (maintainer, ed. contrib.) • Public / private content (flexible groups) • Admin. page (site settings & behavior) Data Input • Content types (biblio, maps, “page” etc) • Forms, managers, Excel, EndNote etc • Custom content (add or extend data types) Tagging (indexing) • Taxonomy terms (2M +) • Multiple classifications • Auto-tagging
  • 18. Autotagging Indexing data to make it findable 1. Create content (e.g. reference) Journal citation 2. Find terms mentions taxon name (Autotag) 3. Submit (Index)
  • 19. Autotagging Indexing data to make it findable 1. Create content (e.g. reference) 2. Find terms (Autotag) Matches taxonomy term (Drag & Drop) 3. Submit (Index)
  • 20. Autotagging Indexing data to make it findable 1. Create content (e.g. reference) 2. Find terms (Autotag) 3. Submit Page tagged (indexed) (Index) with taxon name
  • 21. How do Scratchpads work? Indexing data to make it findable • Tagged data can be presented differently • For example as part of a traditional bibliography • Or as small windows or “panels” of data
  • 22. How do Scratchpads work? Integrating data & “publishing” in a Scratchpad Types of Scratchpad Panel… Built with “tagged data” Personalized Common instructions Bibliographic names literature Taxonomic Files and hierarchies documents Photographs & Specimen illustrations records Customized Phylogenetic content trees
  • 23. How do Scratchpads work? Integrating data & “publishing” in a Scratchpad Dynamically built species pages
  • 24. How do Scratchpads work? Integrating data & “publishing” in a Scratchpad Browsed through a taxonomy
  • 25. How do Scratchpads work? Integrating data & “publishing” in a Scratchpad Including 3rd party content
  • 26. How do Scratchpads work? Integrating data & “publishing” in a Scratchpad With data curation tools
  • 27. How do Scratchpads work? Integrating data & “publishing” in a Scratchpad Listing all “authors”
  • 28. How do Scratchpads work? Integrating data & “publishing” in a Scratchpad Dated, permanent & citable
  • 29. How do Scratchpads work? Adjusting the panels layout Choose which panels to display
  • 30. How do Scratchpads work? An example based on the Catalogue of Life classification 2 million taxon pages Open curation at http://catlife.myspecies.info
  • 31. Biodiversity on the Web The informatics landscape
  • 32. Biodiversity on the Web Scratchpads are personalizing biodiversity science
  • 33. A unified theory of biodiversity? BHL, EOL and scholarly journals Biodiversity Heritage Library • Digitising heritage literature Encyclopedia of Life • A web page for every species Scholarly Journals • Traditional publishing
  • 34. Biodiversity Heritage Library “Digitizing biodiversity literature” • Biodiversity publications since 1469 - 5.4 million books - 800,000 monographs - 40,000 periodicals • Held by Natural History libraries E.g., NHM holds more than 1M books, 250k monographs & periodicals, 0.5M artworks • BHL partnership of 10 Nat. Hist. libraries • Sharing the digisation of contents • Focus on out of copyright materials • Partnership with “Internet Archive” • Make the contents “findable”
  • 35. Biodiversity Heritage Library “Digitizing biodiversity literature” 1. Scan (photograph) 2. Extract text (OCR) 3. Find keywords - Taxonomic names - Author names - Citations - Collection data - Morphological data - Descriptions - Identification keys - Illustrations - Photographs 1 scribe machine, 3,500 pages per shift per day 34 scribe machines now in operation
  • 36. Biodiversity Heritage Library “Digitizing biodiversity literature” 1. Scan 2. Extract text (OCR) 3. Find keywords - Taxonomic names - Author names - Citations - Collection data - Morphological data - Descriptions - Identification keys - Illustrations Palma, R.L., and - Photographs R.L.C. Pilgrim. 2002. A revision of the genus Naubates (Insecta: Phthiraptera: Philopteridae). J. R. Soc. N.Z. 32:7-60.
  • 37. Biodiversity Heritage Library “Digitizing biodiversity literature” 1. Scan 2. Extract text (OCR) 3. Find keywords - Taxonomic names - Author names - Citations - Collection data - Morphological data - Descriptions - Identification keys - Illustrations Palma, R.L., and - Photographs R.L.C. Pilgrim. 2002. A revision 4. Index of the genus Naubates (Insecta: 5. Put on the web Phthiraptera: Philopteridae). J. R. Soc. N.Z. 6. 10M pp. to date 32:7-60.
  • 38. Scratchpads and BHL Creating a community built virtual taxonomic library Not Yes Yet? Scratchpads as a tool to add articles (and markup) to BHL?
  • 39. Encyclopedia of Life “A web page for every species” • A web page for all 1.8M species • $25m funding (5 years) - MacArthur and Sloan Foundations • Multiple audiences - Science & outreach • Megascience mashup - Aggregating data from the web • 10 years to complete - First draft 2008, “finished” 2017! • Struggling to find an identity? - Competition, vetting, growth, credit • A possible publishing platform? - LifeDesks / Scratchpads
  • 40. Journals Articles Scholarly communication in taxonomy & systematics • Fragmented • Mostly commercial • Data poor • Fixed audience - Hard to repurpose • Possible role for EoL? - Web publishing platform (cf Wikipedia) • Zootaxa - 15% n. spp; 50 spp. a week! • Scratchpads / EoL / Zootaxa Biodiversity - MS Word Template (markup) Journals - Simultaneous publication
  • 41. Summary “Small pieces loosely joined” 1. Bringing data together Biodiversity studies are data rich, poorly archived & ever changing 2. Bringing people together Biodiversity researchers are few in number, fragmented & highly distributed 3. Bringing science together Biodiversity science demands a different approach to addressing BIG questions BIG IS DIFFERENT New opportunities & new challenges!
  • 42. Thanks… Simon Rycroft Dave Roberts Kehan Harman Ben Scott Edward Baker Irina Brake Vladimir Blagoderov
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  • 46. Scratchpad management Scalable & sustainable technology Hardware, software & user support Virtual machine, open-source software, self-archiving, backed-up, multi-site configuration (easy to move & upgrade, secure & reliable, citable, screencasts, low admin., low marginal costs)