1 (edited by stevemcbill 04-02-2011 20:23:49)

Re: Aggregate For Bombus lucorum/terrestris Workers Required

Charles,

The County Aculeate Hymenoptera Recorder for Cheshire and Lancashire (Carl Clee - Hon. Curator of Hymenoptera at World Museum, Liverpool) has recently been validating the Aculeate records held by rECOrd (LRC for Cheshire, Halton, Warrington, Wirral and the VC 'pan-handle' across Trafford, Tameside and Stockport).

He would prefer to 'lump' the records of worker White-tailed Bumblebee (Bombus lucorum) and worker Buff-tailed Bumblebee (Bombus terrestris) where these have been recorded in the field by non-expert recorders.  The workers of these 2 species both have white-tails and are difficult to split in the field, often requiring microscope examination.

To enable us to re-assign these records to an aggregate (and others to record them) could you please add an aggregate species to the Dictionary:

White/Buff-tailed Bumblebee workers  -  Bombus lucorum/terrestris

Many thanks.

Steve

Steve J. McWilliam
www.rECOrd-LRC.co.uk
www.stevemcwilliam.co.uk/guitar/

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Re: Aggregate For Bombus lucorum/terrestris Workers Required

Done

Charles Hussey

NBN Species Dictionary Project Manager (Retired!) smile

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Re: Aggregate For Bombus lucorum/terrestris Workers Required

Charles,

Many thanks Charles - much appreciated !!

Steve

Steve J. McWilliam
www.rECOrd-LRC.co.uk
www.stevemcwilliam.co.uk/guitar/

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Re: Aggregate For Bombus lucorum/terrestris Workers Required

I am a more than a little disturbed at this inclusion of a TVK for Bombus lucorum/terrestris workers in the Dictionary.  This is a question that has come up before, and the attitude of most aculeate specialists is clear - we regard it as completely inappropriate for the following reasons.

First, while we now know that B. lucorum s.l. is a complex taxon, just how complex is uncertain.  It certainly includes lucorum s.s., magnus and cryptarum, and possibly two or more other species as yet undefined.  B. terrestris is definitely not part of that group, so talk of a lucorum/terrestris aggregate makes no taxonomic sense.

Second, recorders inexperienced with Bombus are as likely to confuse lucorum s.l. and terrestris workers with soroeensis (not as rare as reputed), and even the three-banded white-tails hortorum and jonellus.  It happens, frequently, so the term would actually have to apply to all white-tailed Bombus.

Third, it sets a precedent that has no bounds.  Even in Bombus you would need to have a similar TVK for the brown carders, and for lapidarius/ruderarius/rupestris.  And then, given that this is for the benefit of inexperienced observers, we would have to include in these the various Syrphid and other mimics,which some folk find as difficult to separate from Bombus as they do the species of Bombus.  Already, that way madness lies - even before we get into the question of TVKs for ‘yellow meadow things’ and ‘LBJs’.

I would suggest that if it is not too late, this newly added pseudotaxon is removed, at least pending detailed discussion with the relevant specialists and proper consideration of the wider long-term implications and precedents.  There is after all an existing identity for undetermined Bombus species - the genus, just as would be used for female Panorpa and a host of other difficult species.

Murdo

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Re: Aggregate For Bombus lucorum/terrestris Workers Required

It is undoubtedly a problem for taxonomic systems in general when this sort of arbitrary grouping happens.  They should, when possible, only represent the actual relationships between organisms, and not simply subjective groupings based one what some people do and do not have problems identifying.  Had a Bombus lucorum agg. been created to cope with field identification problems, we would be presented with a system that is in unequivocally incorrect and people would start to loose confidence in the dictionary.

However, this is not what was created, and as someone who supports the idea of being able to record certain bees as either lucorum or terrestris, I feel I ought to thanks Charles and try and provide an argument as to why I think it is a good idea.

Put simply, we feel at RECORD that our database will under-represent the species of Bombus lucorum and terrestris if we are not able to input records of workers of these species.  It would be impossible for every recorder to take specimens for identification by an expert and as a result we would either have take the risk of potentially inputting false records, or not inputting them at all.  Faced with this choice we have to take the latter option, which would result in useful data being lost.

I do understand the concerns you raise above, and I understand the cost associated with creating arbitrary groupings with the system, but there is also a cost to not doing it.  Where we at RECORD receive records of lucorum and terrestris workers we know we can trust, we will of course enter them into our database.  But it would be a shame to lose a lot of information about the presence of lucorum and terrestris, which is what will happen if the new taxon version key is removed.

We have reached these conclusions after detailed discussion with our local aculeates expert.  If anyone wishes to carry on the debate further, we will be happy to do so.

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Re: Aggregate For Bombus lucorum/terrestris Workers Required

Thanks, Tom.  I fail to understand your thinking though.

You write 'Had a Bombus lucorum agg. been created to cope with field identification problems, we would be presented with a system that is in unequivocally incorrect and people would start to loose confidence in the dictionary ... However, this is not what was created'.

This is direct contradiction to the thread.

The title is 'Aggregate For Bombus lucorum/terrestris Workers Required', and the original request was (my emphasis) '... 'lump' the records of worker White-tailed Bumblebee (Bombus lucorum) and worker Buff-tailed Bumblebee (Bombus terrestris) *where these have been recorded in the field by non-expert recorders*.  The workers of these 2 species both have white-tails and *are difficult to split in the field*, often requiring microscope examination.  To enable us to *re-assign these records to an aggregate* (and others to record them) could you please add an aggregate species to the Dictionary'.

It seems clear from that that a Bombus lucorum agg. *has* been created to cope with field identification problems, something you say is 'unequivocally incorrect', yet seek to defend.  I am confused!

M.

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Re: Aggregate For Bombus lucorum/terrestris Workers Required

Many, if not most, LRCs receive data from MapMate users as MapMate exports and have to go through the process of importing this data into Recorder-6 and matching all the various fields (recorder name, location, species name, etc., etc.).

MapMate already has this aggregate species entry (Bombus lucorum/terrestris) and without a matching entry in Recorder it cannot be matched - exactly.  I am unsure who has supplied the Hymenoptera species names list for MapMate usage but I do know they use national experts to undertake this task and to keep them up to date.

Steve

Steve J. McWilliam
www.rECOrd-LRC.co.uk
www.stevemcwilliam.co.uk/guitar/

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Re: Aggregate For Bombus lucorum/terrestris Workers Required

Personally, I don't think that it should be the job of Recorder or any other recording system to enforce taxonomic accuracy on the data it captures - its job is to capture the data produced by recording in the field (plus subsequent specimen examination where appropriate) and the reality is this often cannot be taxonomically accurate. Where possible it should help you to record in an accurate way but this should not exclude the acceptance of the record into the system. However, I do feel that once in the system, any data of this nature should be clearly labelled as such and there should be easy methods of excluding or including the data in any views or reports.
For example, if I record B. lucorum/terrestris myself and take a specimen, I am quite likely to want to be able to enter the record with a field determination of the aggregate, then later refine the record with a second determination made against the specimen.

John van Breda
Biodiverse IT

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Re: Aggregate For Bombus lucorum/terrestris Workers Required

There are two issues here, Steve - one, whether a state-of-the-art high-quality taxon dictionary should include pseudotaxa just because some people submit vague field records; and two, whether such records should have any resting-place other than the wastebin.  We can start World War 3 on the second point when I am less busy, but at the moment I am only interested in the first point.

I will not repeat my position, which is stated clearly in my first post.  No-one yet has countered any of the points I made (which I know are supported by far more eminent aculeate specialists than me - it is not a new issue at all).

If you are allowed a lucorum/terrestris aggregate, please tell me why I should not demand a taxon for 'yellow meadow things', 'little brown jobs', Englishman's Eagles (any soaring bird seen north of Perth), and an unlimited number of other such 'aggregates'.  As I said and will say again - that way madness lies.  And as Tom said, people will start to lose confidence in the dictionary.  I may have started off down that road already.

M.

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Re: Aggregate For Bombus lucorum/terrestris Workers Required

Syrphus wrote:

First, while we now know that B. lucorum s.l. is a complex taxon, just how complex is uncertain.  It certainly includes lucorum s.s., magnus and cryptarum, and possibly two or more other species as yet undefined.  B. terrestris is definitely not part of that group, so talk of a lucorum/terrestris aggregate makes no taxonomic sense.

It's nothing to do with taxonomic sense though, this is a working tool. Surely recording B. lucorum/terrestris if you know it is either lucorum or terrestris (but see next point), is correct? If I knew that it was lucorum or terrestris how would you recommend I recorded it? (Ignoring the impossibilites of the finding)

Syrphus wrote:

Second, recorders inexperienced with Bombus are as likely to confuse lucorum s.l. and terrestris workers with soroeensis (not as rare as reputed), and even the three-banded white-tails hortorum and jonellus.  It happens, frequently, so the term would actually have to apply to all white-tailed Bombus.

Agree - but again, if someone sends in a record of B. lucorum/terrestris surely you would want to record that, but redetermine as Bombus or whatever?

Syrphus wrote:

Third, it sets a precedent that has no bounds.

I don't see a problem with this? But then I get the feeling I am the only one....

Charlie Barnes
Information Officer
Greater Lincolnshire Nature Partnership

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Re: Aggregate For Bombus lucorum/terrestris Workers Required

Hi Murdo,

I share your worries about adding aggregate pseudotaxa, but I think a limited case can be made for them as a useful means for encouraging people to record wildlife. I think there is a distinction to be made between species that can be determined on external appearance, and species that need dissection or other microscopic examination. I also think it is only really an issue in groups that are relatively popular among general naturalists, and that consist largely of species that can be determined on external appearance.

So, macro-moths can mostly be identified on their external appearance, but there are a few well-known species groups that require dissection. People who don't want to dissect still like to be able to record what they have seen, so I think there is a good case for "Grey/Dark Dagger" and similar species aggregates that allow people to record these groups. One can argue that the resulting record is of limited value as a biological record, but as a way of encouraging people's enthusiasm for recording I think it is legitimate.

Similarly, given that bumblebees are popular, and that many can be identified from external characters (albeit only after close and careful examination in a lot of cases), I would argue that it is legitimate to have a 'field recording meta-aggregate' for workers of "Bombus lucorum agg. + Bombus terrestris" to allow enthusiasts to records bees that they haven't dissected or done DNA analysis on.

I would not wish to have aggregates for 'yellow meadow things' or 'little brown jobs' simply because some things are harder than others to identify, but I'm happy with the concept when based on a distinction between external characters and dissected characters. It reminds field recorders that there are species that can't be identified in the field, and in some cases this encourages people to go on and learn how to do the dissections etc. as their interest and experience grows.

Martin

Martin Harvey
Biological Records Centre
CEH Wallingford

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Re: Aggregate For Bombus lucorum/terrestris Workers Required

Murdo, you've pulled me up on an inconsistency, and rightly so.  I should have taken more time to explain that I feel there is a significant difference between the type of aggregates that describe species complexes (e.g. Hieraceum aggregate) and what has been created by the lucorum / terrestris taxon version key.  This distinction may be viewed wrong by others, but in my mind B. lucorum / terrestris is not trying to represent an incorrect species complex, it is merely allowing for a correct "either or" scenario to exist.

This scenario is not one that can be accepted by taxonomists working on academic exercises, but I don't view the species dictionary as an academic exercise. I view it, in Charlie Barnes' words, as a "working tool".  This tool must be able to cope with some of the difficulties of recording wildlife if we are to attempt to create databases that may represent the distribution of British species.

For strict taxonomic rigour, we will always be able to refer back to the literature.  That literature will change and be constantly updated as taxonomists try and grapple with the relatively woolly concept of what defines a species, in light of new genetic evidence.

Hopefully that explains clearly where I am coming from.

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Re: Aggregate For Bombus lucorum/terrestris Workers Required

B. lucorum sl and B. terrestris are, of course, easily recognisable if one bases records solely on queens and males. At BWARS, we will not accept B. terrestris/lucorum as a taxon as it fails to meet one of the basic requirements of a biological record: ie we can not answer the very basic question "What is it?".

It is, however, perfectly ok to lump these two sets of workers together when looking at functional guilds of bumbles in a field project on, say, pollination, and this is very regularly done. This aggregated data is then not passed on to BWARS, or if it is, it fails to get past our data validation tool and into our central data repository

Unfortunately, one can say absolutely nothing about the distribution of individual species based on vague taxa, and to attempt to do so would be pretty foolish. It is mentioned above that some species might be under-recorded if vague taxa are ignored... but conversely, other taxa might be over-recorded, and that can have serious implications. I note that you say Carl was validating data... but was he looking at just the data or was he looking at the specimens? Assuming he was just looking at a dataset then there will very probably be nothing to refer back to at all.

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Re: Aggregate For Bombus lucorum/terrestris Workers Required

The reason this topic has come up is whilst I was validating the aculeate data for RECORD I found a large number of records of worker B.lucorum and B.terrestris in the data set most of which were field records and as I could not accept these records I suggested they be recorded as an aggregate. The only other option was to completely reject all these records which could then deter people from sending their records in.

The whole thrust of LRCs is to encourage the public to become involved in recording local wildlife!!!

15 (edited by RobLarge 11-02-2011 15:45:54)

Re: Aggregate For Bombus lucorum/terrestris Workers Required

nomada31 wrote:

The whole thrust of LRCs is to encourage the public to become involved in recording local wildlife!!!

Whilst I agree with the general sentiment you express, I think maybe that is overstating the case somewhat. I may be mistaken but I think the collation and provision of high-quality data features more highly in every records centre I have been involved with. Both activities are important, but often they conflict as here.

As far as the main question of the thread is concerned. It seems to me it is the role of LRCs to hold ALL data they are given. It is one of the roles of county recorders, schemes and societies and suchlike specialists to advise LRCs of the validity of the data. Its most definately not for county recorders to dictate what data LRCs should hold or how they should hold it (or vice versa).

This forum/community includes both groups and each of us will determine how we wish to use our databases and what data we will allow into them, there is no harm in Recorder 6 allowing us to record the Englishman's Eagle if some of us wish it to. It's existence in the dictionary is of no importance whatever, the dictionary is not a bible it is a tool.

My well thumbed edition of the OED contains several thousand words which I have never used, nor would I. It even contains a few words which I would not choose to utter aloud. So far i have never written to protest their inclusion.

Perhaps however there is an argument for some Recorder 6 taxa not to be available to the NBN?

Rob Large
Wildlife Sites Officer
Wiltshire & Swindon Biological Records Centre

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Re: Aggregate For Bombus lucorum/terrestris Workers Required

Murdo,

I take on board your comments regarding the lucorum complex, I have had a long conversation with Mike  and we agree that any worker records for lucorum or terrestris be moved to a retained file to be looked at in the future thus not discouraging further recording by recorders, and only Male and Queen records be accepted.

I hope this puts an end to this problem

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Re: Aggregate For Bombus lucorum/terrestris Workers Required

I've just updated to the latest version of the dictionary and this aggregate has been added to the List of Additional Names.

Surely this debate is a good example of why we have separate checklists in Recorder and not one master list? We also have ranks. I see that B. terrestris/lucorum is marked as SpAgg and, as mentioned, is in the List of Additional Names. It hasn't been added to the official Aculeates list Checklist of British Hymenoptera Aculeata (which I believe it maintained by BWARS). This makes it very easy to filter out when reporting or when passing on.

Charles Roper
Digital Development Manager | Field Studies Council
http://www.field-studies-council.org | https://twitter.com/charlesroper | https://twitter.com/fsc_digital

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Re: Aggregate For Bombus lucorum/terrestris Workers Required

It seems to me it is the role of LRCs to hold ALL data they are given.

Good point, although I'd qualify that by saying the data should be valid (not necessarily verified) and not obviously nonsense to the extent that we can practically judge it.

We can't be the judge of how the data are used. It could be that a lumped taxon is useful for purposes we haven't identified yet. Or even uses we do know of, such looking at functional guilds of bumbles in a field project on pollination, as eucera mentioned.

Charles Roper
Digital Development Manager | Field Studies Council
http://www.field-studies-council.org | https://twitter.com/charlesroper | https://twitter.com/fsc_digital

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Re: Aggregate For Bombus lucorum/terrestris Workers Required

This discussion has made me think of a couple of related issues within Recorder.

In relation to bats, we have many records which are either Whiskered or Brandt's bat, virtually indistinguishable. The solution here has been to include the records in the database as the genus Myotis, with the comment field including the two possible species (alternatively there is a species aggregate for these two in the BCT list, but I am wary of using the non-preferred lists)

The other is with birds in the BAP 2007 list (& derived ones such as S41 etc) where several species aggregates (e.g. Alauda arvensis subsp. arvensis/scotica) have been created which have seem to have no purpose other than to make reporting awkward.

If I received records that related to a species aggregate as in the original topic, I would favour stepping back up to Genus with suitable comments, rather than causing potential reporting problems with Additional Names.

Gordon Barker
Biological Survey Data Manager
National Trust

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Re: Aggregate For Bombus lucorum/terrestris Workers Required

Is there a need here for some changes to Recorder to cope with either/or determinations?

In fact in Indicia there is a citizen science project running in France for recording pollinators. As many of the participants are photographers rather than expert entomologists and the recording methodology involves photographs, not specimens, there is an identification tool made available. This tool can often only narrow the result down to one of several taxa. In this case, we record several determinations and mark them all as possible (there is no single preferred determination when this happens). Of course these records are of limited value in this state, although it is encouraging to the participants that their records are accepted into the system and the records may subsequently be redetermined by an expert to a single species when they would start to become more valuable.
The question is whether Recorder is a tool for keeping only data that is accepted to be correct or should be able to store all records. In my opinion it should be the latter (given that you probably want to filter out absolute rubbish) though as I mentioned earlier it is absolutely key that the metadata about record quality is fully integrated into all the data output systems, whether that is on screen, a map, export or a report. None of this prevents someone using Recorder to only store verified & fully identified records when that is appropriate to their needs, but I think this is only part of what a biological recording system should be able to do.

John van Breda
Biodiverse IT

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Re: Aggregate For Bombus lucorum/terrestris Workers Required

Good point Gordon, but does it not make better sense to use an aggregate (however dubious its taxonomic validity, where one is available which matches the original recorder's intent or capability and then add an additional (preferred) determination of the genus name?

Generally speaking putting information in a comment field is a good way of ensuring it is overlooked or at best very hard to extract. One of the advantages of recorder is that we can add multiple determinations and chose whichever is appropriate to our needs as the preferred one.

On reflection, is this not the essence of the verification process which is ideally perfomed for LRCs by their county recorders? We (the LRCs) make no claim to being experts in taxonomy, we are data custodians, so we rely on the expertise of others, not to tell us what we can hold, but how we should represent our holdings with respect especially to difficult taxa.

Rob Large
Wildlife Sites Officer
Wiltshire & Swindon Biological Records Centre

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Re: Aggregate For Bombus lucorum/terrestris Workers Required

In reply to your suggestion John, it seems to me that we would not wish to have any record with "no preferred determination", even if that determination ended up being "Aves", or "Insecta". Which does not preclude the idea of having multiple possible determinations.

I'm not sure I see the need for any significant change to Recorder in the light of this discussion.

Rob Large
Wildlife Sites Officer
Wiltshire & Swindon Biological Records Centre

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Re: Aggregate For Bombus lucorum/terrestris Workers Required

I discussed the issue of dealing with vague determinations in an article in NBN News, issue 38

http://www.nbn.org.uk/News-and-Events/N … lable.aspx

As I see it, the most important questions raised by the debate we are having here are these; if we exclude certain bits of information (e.g. by recording Bombus spp. instead of Bombus lucorum/terrestris) how do we ever get that information back?  If we include this information are we then satisfied it can be removed for the more taxonomically rigorous exercises such as accademic study?

It has just occurred to me that the way in which an LRC might tackle these questions might affect it's work toward accreditation.  Does any have any thoughts on this subject?