Difference between revisions of "Wish list for name matching services"
From TETTRIs
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*Allow upload of a table with names (dialogue: name bearing column[s]) | *Allow upload of a table with names (dialogue: name bearing column[s]) | ||
*Allow upload of any other column | *Allow upload of any other column | ||
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*Allow wildcards | *Allow wildcards | ||
*Allow input of name components in separate fields (at least in uploads): | *Allow input of name components in separate fields (at least in uploads): | ||
**For ICNAFP: Monomial / genus component; infrageneric rank; infrageneric epithet; species epithet; infraspecific rank; infraspecific epithet; basionym author (team); combination author (team); year of publication. | **For ICNAFP: Monomial / genus component; infrageneric rank; infrageneric epithet; species epithet; infraspecific rank; infraspecific epithet; basionym author (team); combination author (team); year of publication. | ||
**For ICZN: work in progress. | **For ICZN: work in progress. | ||
| + | ==Interactive mode== | ||
| + | ==Matching== | ||
| + | *If the name is entered as a string, parse the name and match the name components independently | ||
| + | *Avoid returning absurd candidates (names that are completely improbable) | ||
*Exactly match the rank of the name, if unambiguous in the input – i.e. do not return a subspecies for a variety, a genus name for a family, etc. | *Exactly match the rank of the name, if unambiguous in the input – i.e. do not return a subspecies for a variety, a genus name for a family, etc. | ||
| + | *Allow parameters for matching (see below) | ||
| + | ==Output== | ||
| + | *In asynchronous mode, return matched records and candidates in a single table | ||
| + | *In asynchronous mode, return all input columns with matching results | ||
| + | *weigh probabilities hierarchically: | ||
| + | **e.g., in a species name, a full or near full match on a genus name is more important than that of the species epithet (epithets may be used in many genera). | ||
=Parameters for exact matches= | =Parameters for exact matches= | ||
*optional (ICNAFP): accept IPNI, Tropicos and full spaced author abbreviations as exact matches | *optional (ICNAFP): accept IPNI, Tropicos and full spaced author abbreviations as exact matches | ||
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*optional (ICNAFP): ignore authors in autonyms | *optional (ICNAFP): ignore authors in autonyms | ||
*optional: ignore endings in epithets (ICNAFP) / (species/subspecies name (ICZN) | *optional: ignore endings in epithets (ICNAFP) / (species/subspecies name (ICZN) | ||
| − | = | + | =Parameters for candidate matches= |
| − | + | work in progress | |
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Revision as of 16:58, 22 May 2024
Contents
Terminology
- candidates are returned partial matches, as opposed to exact matches
- canonical name
- asynchronous output
General
Input
- Allow input of a pasted column of names
- Allow upload of a table with names (dialogue: name bearing column[s])
- Allow upload of any other column
- Allow wildcards
- Allow input of name components in separate fields (at least in uploads):
- For ICNAFP: Monomial / genus component; infrageneric rank; infrageneric epithet; species epithet; infraspecific rank; infraspecific epithet; basionym author (team); combination author (team); year of publication.
- For ICZN: work in progress.
Interactive mode
Matching
- If the name is entered as a string, parse the name and match the name components independently
- Avoid returning absurd candidates (names that are completely improbable)
- Exactly match the rank of the name, if unambiguous in the input – i.e. do not return a subspecies for a variety, a genus name for a family, etc.
- Allow parameters for matching (see below)
Output
- In asynchronous mode, return matched records and candidates in a single table
- In asynchronous mode, return all input columns with matching results
- weigh probabilities hierarchically:
- e.g., in a species name, a full or near full match on a genus name is more important than that of the species epithet (epithets may be used in many genera).
Parameters for exact matches
- optional (ICNAFP): accept IPNI, Tropicos and full spaced author abbreviations as exact matches
- optional (ICNAFP): ignore ex authors (the author or team preceeding the ex)
- optional (ICNAFP): ignore hybrid symbol (or “x” space/space “x” space) in name
- optional (ICNAFP): ignore authors in autonyms
- optional: ignore endings in epithets (ICNAFP) / (species/subspecies name (ICZN)
Parameters for candidate matches
work in progress
