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<p class="MsoNormal">This reminds me of the “detectability” discussions we had in Finland with Panu Halme (one of his thesis papers dealt with that). I think I gave this example before:<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">Say, there are 240 polypore species in Finland as frozen by then-latest book in 2006, 280 species (splitting, discovery) according to the book from 2020. The very same forest is inventoried for polypores by three different people in 2009,
2011 and 2021. Each of us field workers knows and can reliably identify only a subset of then-available national mycota – e.g. I am bad with<i> Skeletocutis</i>, but my colleague is hopeless with
<i>Antrodia</i>. We were interested in dynamics of the species composition in the same site. To adequately merge the data for the analysis, we only analyzed the species that were potentially detectable by any of three of us on all inventory year. This conservative
approach narrows down the targets quite a lot to only potentially detectable / known species, but we then concluded this is the cleanest way ahead (while per site per inventory the target was always broader than a combined target for three inventories). I
would be very curious to know would you do this differently? How would you capture such a case in HC?<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">This is likely a sidetrack, a box to the mail discussion, please ignore if this is not helping.<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">Thanks in advance,<o:p></o:p></p>
<p class="MsoNormal">Dmitry<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
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<p class="MsoNormal"><b>From:</b> tdwg-humboldt <tdwg-humboldt-bounces@lists.tdwg.org>
<b>On Behalf Of </b>John Wieczorek<br>
<b>Sent:</b> Monday, 14 August, 2023 19:15<br>
<b>To:</b> Yi Ming Gan <ymgan@naturalsciences.be><br>
<b>Cc:</b> Wesley M. Hochachka <wmh6@cornell.edu>; Markus Döring <mdoering@gbif.org>; Peter Desmet <peter.desmet.work@gmail.com>; Humboldt Core TG <tdwg-humboldt@lists.tdwg.org><br>
<b>Subject:</b> Re: [tdwg-humboldt] Humboldt Extension Public Review preparations<o:p></o:p></p>
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<p class="MsoNormal"><o:p> </o:p></p>
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<p class="MsoNormal">Herein lies the problem of not having eco:nonTargetTaxa:<o:p></o:p></p>
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<p class="MsoNormal"><o:p> </o:p></p>
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<p class="MsoNormal">"<span style="font-size:12.0pt;font-family:"Aptos",sans-serif;color:black">Assuming everything that is not the target is non-target..."</span><o:p></o:p></p>
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<p class="MsoNormal"><o:p> </o:p></p>
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<p class="MsoNormal">That assumption isn't supportable because the taxonomic opinions applied to the taxa (target, excluded, and nonTarget) can differ over time and between people. Thus, a taxon that might have been out of scope at the time of the Event could
come into scope later analysis by virtue of changes in taxonomy. It seems to me never safe to make any assumptions in this respect and that would mean that the eco:nonTargetTaxa is actually required in order to make inferences if any non-target Occurrences
are reported. These terms are in support of post-facto use of the data, and it's becoming clear thinking about it that inventory data can be very fragile for some purposes, and the down-stream researcher will have to do a lot of due diligence to be able use
them wisely.<o:p></o:p></p>
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<p class="MsoNormal"><o:p> </o:p></p>
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<p class="MsoNormal">On Mon, Aug 14, 2023 at 11:48 AM Yi Ming Gan <<a href="mailto:ymgan@naturalsciences.be">ymgan@naturalsciences.be</a>> wrote:<o:p></o:p></p>
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<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Aptos",sans-serif;color:black">Thank you so much everyone! John I appreciate your attempt to jump-start the term definition.<o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Aptos",sans-serif;color:black"><o:p> </o:p></span></p>
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<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Aptos",sans-serif;color:black">In my humboldt opinion, eco:hasNontargetTaxa and eco:areNontargetOrganismsFullyReported are certainly helpful! eco:hasNontargetTaxa + eco:isTaxonomicScopeFullyReported
can also help to differentiate whether an Event caught something vs nothing.<o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Aptos",sans-serif;color:black"><o:p> </o:p></span></p>
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<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Aptos",sans-serif;color:black">Assuming everything that is not the target is non-target, eco:nonTargetTaxa is helpful, but I feel like it could get complicated - for example, taking into account
of lifeStageScope etc. (adult fish is <b>not</b> a target, but larvae and juvenile are) User can look in the Occurrences to search for whatever not in eco:targetTaxonomicScope (and other scopes) to determine which of those Organisms are non-target. So I suggest
to have this implicit, instead of having every non-target listed out in eco:nonTargetTaxa. It is much easier to have those non-target in Occurrence, because they have their own lifeStage, degreeOfEstablishment etc field. I hope this makes sense.<o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Aptos",sans-serif;color:black"><o:p> </o:p></span></p>
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<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Aptos",sans-serif;color:black">Thanks again!<o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Aptos",sans-serif;color:black"> <o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Aptos",sans-serif;color:black"><o:p> </o:p></span></p>
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<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Aptos",sans-serif;color:black">Cheers<o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Aptos",sans-serif;color:black">Ming<o:p></o:p></span></p>
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<p class="MsoNormal"><b><span style="color:black">From:</span></b><span style="color:black"> tdwg-humboldt <<a href="mailto:tdwg-humboldt-bounces@lists.tdwg.org" target="_blank">tdwg-humboldt-bounces@lists.tdwg.org</a>> on behalf of Kate Ingenloff <<a href="mailto:kathryn.ingenloff@gmail.com" target="_blank">kathryn.ingenloff@gmail.com</a>><br>
<b>Sent:</b> 14 August 2023 16:00<br>
<b>To:</b> <a href="mailto:tuco@berkeley.edu" target="_blank">tuco@berkeley.edu</a> <<a href="mailto:tuco@berkeley.edu" target="_blank">tuco@berkeley.edu</a>><br>
<b>Cc:</b> Wesley M. Hochachka <<a href="mailto:wmh6@cornell.edu" target="_blank">wmh6@cornell.edu</a>>; Markus Döring (GBIF) <<a href="mailto:mdoering@gbif.org" target="_blank">mdoering@gbif.org</a>>; Peter Desmet <<a href="mailto:peter.desmet.work@gmail.com" target="_blank">peter.desmet.work@gmail.com</a>>;
Humboldt Core TG <<a href="mailto:tdwg-humboldt@lists.tdwg.org" target="_blank">tdwg-humboldt@lists.tdwg.org</a>><br>
<b>Subject:</b> Re: [tdwg-humboldt] Humboldt Extension Public Review preparations</span>
<o:p></o:p></p>
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<p class="MsoNormal"> <o:p></o:p></p>
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<p class="MsoNormal"><span style="font-size:12.0pt;color:black">Ahh, good point on that John.<o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:12.0pt;color:black"><o:p> </o:p></span></p>
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<p class="MsoNormal"><span style="font-size:12.0pt;color:black">I will amend my vote to support option 2. :) <o:p></o:p></span></p>
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<p class="MsoNormal"><o:p> </o:p></p>
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<p class="MsoNormal">On Mon, Aug 14, 2023 at 3:38 PM John Wieczorek <<a href="mailto:tuco@berkeley.edu" target="_blank">tuco@berkeley.edu</a>> wrote:<o:p></o:p></p>
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<p class="MsoNormal">Hi folks, <o:p></o:p></p>
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<p class="MsoNormal"><o:p> </o:p></p>
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<p class="MsoNormal">Thanks for this input, Kate.<o:p></o:p></p>
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<p class="MsoNormal"><o:p> </o:p></p>
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<p class="MsoNormal">It seems we are of divided opinions about when to address non-target organisms than whether to do so. Assuming it will be done eventually, here is an attempt to get the issues on the table.
<o:p></o:p></p>
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<p class="MsoNormal"><o:p> </o:p></p>
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<p class="MsoNormal">Kate is proposing terms from the Occurrence perspective in the sense that they would be populated for child-most Occurrence Events (I'll use eco:<span style="color:black">isNonTargetOrganism)</span>. That is, The Event record associated
with the Occurrence would have a Humboldt extension term eco:<span style="color:black">isNonTargetOrganism populated). </span><o:p></o:p></p>
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<p class="MsoNormal"><o:p> </o:p></p>
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<p class="MsoNormal">Last Wednesday Anahita was proposing terms at a parent Event level (I'll use eco:hasNontargetTaxa, eco:areNontargetOrganismsFullyReported, and eco:nonTargetTaxa). This parent Event perspective alerts a user about what to expect among the
children. It should be possible to confirm the expectations among the children by investigating them.<o:p></o:p></p>
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<p class="MsoNormal"><o:p> </o:p></p>
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<p class="MsoNormal">These two approaches are very different. The first approach seems like a bit of a contorsion to me in that the term really ought to be an Occurrence term, and yet it would be going into the Event extension. A second problem I see is that
it would be a challenge for users to know whether a data set, or a particular Event within a data set, is potentially fit for their purpose because all of the child Occurrences would have to be investigated to see if there were relevant non-target taxa.<o:p></o:p></p>
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<p class="MsoNormal"><o:p> </o:p></p>
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<p class="MsoNormal">The second approach circumvents the issues mentioned above. The term eco:hasNontargetTaxa for an Event would be a single boolean that could immediately alert a user about what to expect among the child Occurrences. It could also be populated
for the Occurrence Events, serving the role intended for eco:isTargetOrganism. The term eco:nonTargetTaxa could actually list those taxa so the user would know what was considered non-target. The term eco:areNontargetOrganismsFullyReported seems extremely
important, but it is also extremely problematic, the problem being that it seems like the value of this term would almost ALWAYS have to be 'false'. <o:p></o:p></p>
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<p class="MsoNormal"><o:p> </o:p></p>
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<p class="MsoNormal">So, there are clearly things to discuss, but here is an attempt to jump-start term definitions at least.<o:p></o:p></p>
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<p class="MsoNormal"><o:p> </o:p></p>
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<p class="MsoNormal">eco:hasNontargetTaxa<o:p></o:p></p>
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<ul type="disc">
<li class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto;mso-list:l2 level1 lfo1">
definition: One or more dwc:Organisms of taxa outside the target taxonomic and organismal scopes were detected and reported for this dwc:Event.<o:p></o:p></li><li class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto;mso-list:l2 level1 lfo1">
comments: Should be empty if no taxonomic scope is declared. Should be 'true' if Occurrences of taxa outside the taxonomic and organismal scopes as defined at the time of the dwc:Event are included for the dwc:Event. Should be 'false' if no Occurrences of taxa
outside the taxonomic and organismal scopes as defined at the time of the dwc:Event are included for the dwc:Event.<o:p></o:p></li><li class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto;mso-list:l2 level1 lfo1">
examples: 'true'; 'false'<o:p></o:p></li></ul>
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<p class="MsoNormal">eco:nonTargetTaxa<o:p></o:p></p>
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<ul type="disc">
<li class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto;mso-list:l1 level1 lfo2">
definition: A list (concatenated and separated) of taxa reported during the dwc:Event that are outside of the eco:targetTaxonomicScope.<o:p></o:p></li><li class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto;mso-list:l1 level1 lfo2">
comments: Non-target taxa can be reported at any taxonomic level. Recommended best practice is to separate multiple values in a list with space vertical bar space ( | ).<o:p></o:p></li><li class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto;mso-list:l1 level1 lfo2">
examples: `Parabuteo unicinctus | Geranoaetus melanoleucus`; `Cetoniinae | Aclopinae | Cyclocephala modesta`<o:p></o:p></li></ul>
</div>
<div>
<p class="MsoNormal">eco:areNontargetOrganismsFullyReported<o:p></o:p></p>
</div>
<div>
<div>
<ul type="disc">
<li class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto;mso-list:l0 level1 lfo3">
definition: Every dwc:Organism that was outside the eco:targetTaxonomicScope, and was detected during the dwc:Event, and was detectable using the given protocol, was reported.<o:p></o:p></li><li class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto;mso-list:l0 level1 lfo3">
comments: This term is only relevant if the dwc:Event used restricted search or open search methods and the value should otherwise be empty. If all dwc:Organisms not included within the eco:targetTaxonomicScope and detected during the dwc:Event were reported,
the value should be 'true'. If all dwc:Organisms not included within the eco:targetTaxonomicScope and detected during the dwc:Event were not reported, the value should be 'false'. <o:p></o:p></li><li class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto;mso-list:l0 level1 lfo3">
examples: 'true; 'false'<o:p></o:p></li></ul>
<div>
<p class="MsoNormal">Cheers,<o:p></o:p></p>
</div>
</div>
</div>
</div>
<div>
<p class="MsoNormal"><o:p> </o:p></p>
</div>
<div>
<p class="MsoNormal">John<o:p></o:p></p>
</div>
</div>
<p class="MsoNormal"><o:p> </o:p></p>
<div>
<div>
<p class="MsoNormal">On Mon, Aug 14, 2023 at 5:09 AM Kate Ingenloff <<a href="mailto:kathryn.ingenloff@gmail.com" target="_blank">kathryn.ingenloff@gmail.com</a>> wrote:<o:p></o:p></p>
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<blockquote style="border:none;border-left:solid #CCCCCC 1.0pt;padding:0in 0in 0in 6.0pt;margin-left:4.8pt;margin-right:0in">
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<div>
<p class="MsoNormal"><span style="font-size:12.0pt;color:black">Hi John, Steve, Yani, et al.,<o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:12.0pt;color:black"><o:p> </o:p></span></p>
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<p class="MsoNormal"><span style="font-size:12.0pt;color:black">Thank you so much John and Steve. The landing page looks great! I'll be happy to help look over documentation this week.<o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:12.0pt;color:black"><o:p> </o:p></span></p>
</div>
<div>
<p class="MsoNormal"><span style="font-size:12.0pt;color:black">As for bycatch, as Yani said, we've discussed this several times and I think it's important to include a couple of the obvious terms for data providers to denote if individual occurrences within
a survey are bycatch (e.g., isBycatch or isNonTargetOrganism,) or perhaps to identify is a separate dataset (Event) of some level is nothing but bycatch (e.g., allBycatchReported or allNonTargetOrganismsReported). I think we would be remiss to not include
a couple of relevant terms prior to public review. Discussion shouldn't have to take too long and feedback from the first round of review can help fill in the rest (if more than those two terms are necessary).<o:p></o:p></span></p>
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<div>
<p class="MsoNormal"><span style="font-size:12.0pt;color:black"><o:p> </o:p></span></p>
</div>
<div>
<p class="MsoNormal"><span style="font-size:12.0pt;color:black">Just my two cents :) <o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:12.0pt;color:black"><o:p> </o:p></span></p>
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<p class="MsoNormal"><span style="font-size:12.0pt;color:black">Cheers,<o:p></o:p></span></p>
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<div>
<p class="MsoNormal"><span style="font-size:12.0pt;color:black">Kate<o:p></o:p></span></p>
</div>
</div>
<p class="MsoNormal"><o:p> </o:p></p>
<div>
<div>
<p class="MsoNormal">On Sat, Aug 12, 2023 at 2:43 AM John Wieczorek <<a href="mailto:tuco@berkeley.edu" target="_blank">tuco@berkeley.edu</a>> wrote:<o:p></o:p></p>
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<blockquote style="border:none;border-left:solid #CCCCCC 1.0pt;padding:0in 0in 0in 6.0pt;margin-left:4.8pt;margin-right:0in">
<div>
<p class="MsoNormal">Hi folks, <o:p></o:p></p>
<div>
<p class="MsoNormal"><o:p> </o:p></p>
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<div>
<p class="MsoNormal">Steve and I have been working through and finished (to the extent we can) the preparations of the documents needed for the public review of the Humboldt Extension. The idea is that the basic entry point to the review would be
<a href="https://github.com/tdwg/hc/blob/main/docs/index.md" target="_blank">this landing page</a> and that everything to review would be accessible from there. <o:p></o:p></p>
</div>
<div>
<p class="MsoNormal"><o:p> </o:p></p>
</div>
<div>
<p class="MsoNormal">We need the Task Group to finalize all documents to be included and to authorize the Darwin Core Maintenance Group to initiate the review. When authorized, the Darwin Core Task Group will send a message introducing the submission and how
people should review it. It would be great to have a brief statement presenting the proposal from the Task Group to have at the beginning of that message. The DwC Maintenance Group will also solicit the TDWG Outreach folks to publicize the public review via
various channels and social media. Anyone will be welcome to further publicize it in any community that TDWG misses.<o:p></o:p></p>
</div>
<div>
<p class="MsoNormal"><o:p> </o:p></p>
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<div>
<div>
<p class="MsoNormal">The issue of new terms for by-catch came up late in last Wednesday's meeting after several people had to leave. I don't feel comfortable including anything official from that conversation without the Task Group making decisions. There are
a few reasonable options. <o:p></o:p></p>
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<div>
<p class="MsoNormal"><o:p> </o:p></p>
</div>
<div>
<p class="MsoNormal">The first option for the "by-catch" terms is to add those terms now and include them in the proposal. That means work up front to make sure the terms are well-defined and thought through. Think of this ratification process very much as
if it was the publication of a manuscript with peer review. As such, an important goal is to try to avoid avoidable public discussion, which has the potential to slow things down or even derail ratification. <o:p></o:p></p>
</div>
</div>
<div>
<p class="MsoNormal"><o:p> </o:p></p>
</div>
<div>
<p class="MsoNormal">A second option might be to propose the new terms during public review and see if there is buy-in. This strategy is likely to make the ratification process slower, and runs a risk (that I might be inventing) that if such an added proposal
came from people in the Task Group, reviewers might view that our work was submitted unfinished. <o:p></o:p></p>
</div>
<div>
<p class="MsoNormal"><o:p> </o:p></p>
</div>
<div>
<p class="MsoNormal">A third option might be to leave the proposal as is without additional terms, get it through ratification, and sometime afterwards propose new terms. This follows the normal evolution process of Darwin Core, so there would not be anything
odd about it. It would also guarantee that there is demand for such terms, as that is a prerequisite for accepting new term proposals.<o:p></o:p></p>
</div>
<div>
<p class="MsoNormal"><o:p> </o:p></p>
</div>
<div>
<p class="MsoNormal">It isn't for the Darwin Core Maintenance Group to decide the strategy the Task Group should take, but rather to advise and facilitate in the search for a successful proposal<o:p></o:p></p>
</div>
<div>
<p class="MsoNormal"><o:p> </o:p></p>
</div>
<div>
<p class="MsoNormal">I hope this feels like we are getting close.<o:p></o:p></p>
</div>
<div>
<p class="MsoNormal"><o:p> </o:p></p>
</div>
<div>
<p class="MsoNormal">Cheers,<o:p></o:p></p>
</div>
<div>
<p class="MsoNormal"><o:p> </o:p></p>
</div>
<div>
<p class="MsoNormal">John and Steve on behalf of the Darwin Core Maintenance Group<o:p></o:p></p>
</div>
</div>
<p class="MsoNormal">_______________________________________________<br>
tdwg-humboldt mailing list<br>
<a href="mailto:tdwg-humboldt@lists.tdwg.org" target="_blank">tdwg-humboldt@lists.tdwg.org</a><br>
<a href="https://lists.tdwg.org/mailman/listinfo/tdwg-humboldt" target="_blank">https://lists.tdwg.org/mailman/listinfo/tdwg-humboldt</a><o:p></o:p></p>
</blockquote>
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<p class="MsoNormal"><br clear="all">
<o:p></o:p></p>
<div>
<p class="MsoNormal"><o:p> </o:p></p>
</div>
<p class="MsoNormal">-- <o:p></o:p></p>
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<div>
<p class="MsoNormal">------------------------------<o:p></o:p></p>
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<div>
<p class="MsoNormal">Kate Ingenloff, PhD<o:p></o:p></p>
</div>
<div>
<p class="MsoNormal">Pronouns: she/her(s)<br>
<span style="color:#222222">(+4</span><span style="color:black">5</span><span style="color:#222222">) </span><span style="color:black">51 44 13 23</span><o:p></o:p></p>
</div>
<div>
<p class="MsoNormal"><br>
"When one tugs at a single thread in nature, he finds it attached to the rest of the world." ~John Muir<o:p></o:p></p>
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</blockquote>
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<p class="MsoNormal"><br clear="all">
<o:p></o:p></p>
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<p class="MsoNormal"><o:p> </o:p></p>
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<p class="MsoNormal">-- <o:p></o:p></p>
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<p class="MsoNormal">------------------------------<o:p></o:p></p>
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<div>
<div>
<p class="MsoNormal">Kate Ingenloff, PhD<o:p></o:p></p>
</div>
<div>
<p class="MsoNormal">Pronouns: she/her(s)<br>
<span style="color:#222222">(+4</span><span style="color:black">5</span><span style="color:#222222">) </span><span style="color:black">51 44 13 23</span><o:p></o:p></p>
</div>
<div>
<p class="MsoNormal"><br>
"When one tugs at a single thread in nature, he finds it attached to the rest of the world." ~John Muir<o:p></o:p></p>
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