Wish list for name matching services
From TETTRIs
Revision as of 09:04, 23 May 2024 by WalterBerendsohn (talk | contribs)
Contents
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.
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
- 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
- Allow for interactive selection of the matching record
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)
- Provide candidates sorted by probability (see above)
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 name elements (monomials, species epithet/name, infraspecific epithet/name)
- optional: treat canonical matches as exact if only one match is found (i.e. ignore authors/year)
Parameters for candidate matches
- allow different ranks
- activate phonetic matching
- increase tolerance (accept wider range of near matches)
- ...
Machine Interface
- OpenRefine Reconciliation Interface
- ...
Literature and Links
- Conti, M., Nimis, P.L., Martellos, S. 2021: Match Algorithms for Scientific Names in FlorItaly, the Portal to the Flora of Italy. Plants 2021, 10, 974. https://doi.org/10.3390/plants10050974