Wish list for name matching services

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Terminology

  • candidates = returned partial matches, as opposed to exact matches
  • canonical name = name string without authors/year, but with rank indicator (where required)
  • asynchronous output = (here) output (as a downloadable file) is produced after internal processing, which may take time. User is notified when ready.

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
  • Do not limit the input (in asynchronuous mode)
  • 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
  • Tolerate different abbreviations for infrageneric and infraspecific rank designations (e.g. "subspecies", "subsp.", "ssp.")
  • 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.
  • Avoid returning names that are completely improbable as candidates
    • 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).
    • Make phonetic matching optional
  • Allow parameters for matching (see below)

Output

  • Return matched records and candidates in a single table (at least in asynchronous mode)
  • Return all input columns with matching results (at least in asynchronous mode)

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

  • allow different ranks
  • activate phonetic matching
  • ...

Machine Interface

  • OpenRefine Reconciliation Interface
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