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NatureCounts_Taxonomy.md

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NatureCounts Taxonomy

NatureCounts generally follow Clements and eBird taxonomy for birds species, and is being updated annually shortly after the Clements updates are published (usually in August). The eBird taxonomy includes species and additional concepts such as species and subspecies groups and hybrids. NatureCounts also recognizes a snall number of non-species bird taxa, and also includes taxonomic concepts for other groups (plants, insects, mammals, etc.).

Each concept is assigned a numeric species ID, which is used in all data tables. Those arbitrary numeric ID are stable representations of taxonomic concepts. They do not imply taxonomic sequence, but you can use the sort_order field provided by the species API entry point for the purpose of taxonomic ordering. Readers interested in learning more about unique taxonomic concepts identifiers should read the Avibase paper published in Zookeys.

Be aware that the numbers may change over time, but only in cases where species limits are being redefined (e.g. a split or a lump). Simple name changes (e.g. changing to a new genera, changing family, common name changes) have in theory no bearing on taxonomic concepts. On the other hand, species may retain the same names, but be subject to changes in their species limits, and those types of changes will result in issuing a different species ID.

For instance, Thayer's Gull (Larus thayeri) was until recently considered a distinct species (species_id: 5190). Until then, Iceland Gull (Larus glaucoides) was assigned species_id 5200. When Thayer's Gull was lumped with Iceland Gull in 2018, both species formed a new species concept which was assigned a distinct species_id: 40393. In the new taxonomy, 5190 and 5200 are now considered subspecies groups. In the species table, both are assigned 40393 as their parent concept. Note that old concepts are not always retained in the new taxonomy, so numeric ID's from NatureCounts data downloaded earlier may no longer match any number in the current list of species.

Species_id Scientific name < 2018 Scientific name > 2018 Parent_id
40939 - Larus glaucoides -
5190 Larus glaucoides Larus glaucoides glaucoides/kumlieni 40939
5200 Larus thayeri Larus glaucoides thayeri 40939

On occasion, taxonomic changes will affect extralimital regions. NatureCounts primarily focusses on Canadian and other North American data, but the taxonomy is global. Peregrine Falcon and Ruddy Duck are two such recent examples. Barbary Falcon (Falco pelegrinoides) was previously considered a separate species, and was lumped with Peregrine Falcon (Falco peregrinus) in 2016, and Andean Duck (Oxyura ferruginea) was split from Ruddy Duck (Oxyura jamaicensis) in 2018. While in a North American context, Ruddy Duck and Peregrine Falcon refer to the same birds, they were both assigned to a new ID when the change occurred, even though the are in appearance referring to the same species.

During the taxonomic update, a best attempt is made to reallocate the current data to new concepts. In the case of splits, this is not always possible. Both species codes and data will thus normally match valid species ID at a given time.

Recommendations

If you write scripts and programs that rely on a specific list of species that you wish to analyse over time, we would recommend Not using numeric species ID's as part of your code. Using species alphanumeric codes (e.g. 4-letter banding codes), and converting those to numeric ID's in real time based on recent metadata is generally a more stable approach, though it is not entirely exempt from problems. There are multiple code authorities supported in NatureCounts. In a given authority (e.g. bscdata), there may be multiple codes mapping to the same species ID. For instance CAJA (Canada Jay) and GRJA (Gray Jay) both match the same species ID (13620), so even if the primary code changes, you should still be able to match a species ID based on a code. In those instances, species codes are given an order of precedence (with rank = 1 being the primary code).

One type of change the data users should be particularly aware are species splits. In the even that Yellow-rumped Warbler ever gets splits in 2 (or more) species, including Myrtle Warbler and Audubon's Warbler, the old code YRWA will likely continue to refer to observations where the identity of the bird could not be assigned with enough certainty to either species. There would therefore be data assigned to YRWA, MYWA and AUWA.

Functions are expected to be developped in R that will help handling those conversions from and to species ID, and dealing with subspecies and parent taxa.

One particular issue is that observations can often be assigned to subspecies levels or phenotypic forms. If you are interested in using Northern Flicker data (NOFL=10460), you should consider also looking for Yellow-shafted Flicker (YSFL=10470) and Red-shafted Flicker (RSFL=10480) records, at the very least, and perhaps Flicker integrades (no codes, 10485). The species table contains the species-level parent of all subspecies taxa, and the upcoming function in R should have an optional parameter that determines whether ID's associated with subspecies codes are also included in the conversion (e.g. findSpeciesID("NOFL", expand=TRUE)).

metadata/species metadata/species_code_authority metadata/species_codes