Hi Yani,

For the summaries, I would simplify the explanation to something like this:
  • ebird case: The target was to count all detectable individual birds. Because sumQuantities = TRUE, the total number of birds detected during an event is the sum of organismQuantities for that event (2+13=15; every row for every target for the event counts toward the total for the event). Furthermore, the total number of birds of a given species detected during an event is the sum of organismQuantity for that species for that event (2+13=15 H. rustica; every row pertaining to the species counts toward the total for that species for that event). IF there had been an additional target row with observedTaxon =  "Aves" and organismQuantity = 15, the total number of birds detected would have been 30 (2+13 H. rustica and 15 unidentified Aves.
  • obis case: The target was to count all detectable E. antarctica as well as the subsets of E. antarctica in the life stages larva and postmeta. Because sumQuantities = FALSE, the total number of E. antarctica detected during an event is the count in the row (15) corresponding to the least specific category of E. antarctica (that with no lifeStage specification). Because the count in the least specific category is equal to the sum of the rows with lifeStage, there were no other E. antarctica detected. IF the E. antarctica count without any lifeStage distinction (bw_target_3) had been 17 instead of 15, that means that there were 17 total E. antarctica detected in the event and 2 of them were not larvae or postmetas.
Cheers,

John

On Mon, Mar 13, 2023 at 11:52 AM ys628 <yanina.sica@yale.edu> wrote:

Hi all, 

In preparation for our meeting this week. I will kindly ask you to review the definition of the new term sumQuantities which allows the users to undertand if the dwc:organismQuantity should be summed or not to get final species counts (see below).

Also, we started the Implementation Experience Report, based on the Audubon example shared by Steve. Please start completing the sections with your experience or thoughts

Thank you and see you on Wednesday!



sumQuantities  Please suggest changes for current definition/comments below!
  1. Definition: The total detected quantity for a Taxon in an Event is the sum of all dwc:organismQuantity for the Taxon in the Event.
  2. Comments: Recommended values are True and False. If True, the total detected quantity of organisms for a Taxon in an Event is the sum of all dwc:organismQuantity for the Taxon in the Event and dwc:organismQuantity can be added to get the total detected quantity of organisms in an Event. If false, the total detected quantity of organisms for a Taxon in an Event is the dwc:organismQuantity of the least specific category listed for the Taxon in the Event and dwc:organismQuantity can not be added to get the total detected quantity of organisms in an Event. 
  3. Examples: "`true`, `false`"
For more context, see Humbold case study. Based on the example tables that John created I simplified below for easy interpretation of this term (PLEASE JOHN CORRECT IF ANYTHING IS WRONG):

  • ebird case where organismQuantity (for ebird_target_1 = species level) is the sum of organismQuantity for that specific taxonomic level (only 2 organisms at the species level were detected not including the subspecies). Then, sumQuantities =TRUE because to get the total number of organisms detected in the Event without a taxon level distinction (15), the organismQuantity CAN be added (2+13=15). IF there had been a target "Aves" with count 15 (ebird_target_0), the total number of organisms detected would have been 30 (15 Aves unidentified to species and 2+13 Aves identified to species.
  • obis case where organismQuantity (for bw_target_3 = Electrona antarctica without lifestage distinction) is already the sum of organismQuantity for the more specific targets (lava and postmeta, 15=13 +2). Then, sumQuantities = FALSE because to get the total number of organisms detected in the Event without a lifestage distinction (15), the organismQuantity CANNOT be added (15+2+13=30). IF the Electrona antarctica count without any lifeStage distinction (bw_target_3) had been 17, that means that there were 17 total E. antarctica and 2 of them were not larvae or postmetas.

eventID

targetID

sumQuantities

include

Or

Exclude

targetTraitType

targetTraitValue

targetTraitUnit

isReportingComplete

ebird_event_1

ebird_target_1

TRUE

include

taxon

Aves


TRUE

ebird_event_1

ebird_target_1

TRUE

include

taxonRank

species


TRUE

bw_event_3

bw_target_3

FALSE

include

taxon

Electrona antarctica


TRUE

bw_event_3

bw_target_4

FALSE

include

taxon

Electrona antarctica


TRUE

bw_event_3

bw_target_4

FALSE

include

lifeStage

larva


TRUE

bw_event_3

bw_target_5

FALSE

include

taxon

Electrona antarctica


TRUE

bw_event_3

bw_target_5

FALSE

include

lifeStage

postmeta


TRUE


targetID

observedTaxon

organismQuantity

organismQuantityType

ebird_target_1

Hirundo rustica

2

individuals

ebird_target_1

Hirundo rustica rustica

13

individuals

bw_target_3

Electrona antarctica

15

individuals

bw_target_4

Electrona antarctica

13

individuals

bw_target_5

Electrona antarctica

2

individuals





Yanina V. Sica, PhD
Lead Data Team
Yale University
pronouns: she/her/hers
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