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新描述昆虫属鉴定检索表综述:给作者、审稿人、编辑和出版商的建议

A survey of keys for the identification of newly described insect genera: recommendations for authors, reviewers, editors, and publishers.

作者信息

Packer Laurence

机构信息

Department of Biology, York University, 4700 Keele St., Toronto, ON M3J 1P3, Canada York University Toronto Canada.

出版信息

Zookeys. 2024 Oct 11;1215:65-90. doi: 10.3897/zookeys.1215.130416. eCollection 2024.

Abstract

Large numbers of new taxa are described annually and while there is a great need to make them identifiable, there seems little consistency in how this might be facilitated. 427 papers published in 2021 and 2022 were surveyed, which described 587 new insect genera. Only 136 of these papers included keys, and these allowed the identification of 233 of the new genera (31.9% of papers and 39.7% of the new genera). The proportion of papers that included a key varied significantly among insect orders but not among the handful of journals wherein the bulk of the new genera were described. Overall, for 17 key-related variables assessed in a binary fashion (optimal vs suboptimal), the average key had almost six criteria that were scored as being suboptimal. For example, less than one-fifth facilitated retracing and less than 12% had illustrated keys where the images were conveniently located close to the relevant key couplets. Progress towards confirming a putative identification was possible in all papers, through the inclusion of a diagnosis, habitus images, or both. Based upon this analysis, and expanding on previous suggestions for key construction, 23 recommendations are made on how to make an identification key maximally useful for users and I indicate the relative ease with which each could be adhered to. Identification keys should accompany all new taxon descriptions, guidelines for effective key construction should be added to journals' instructions to authors, editors and reviewers should check keys carefully, and publishers should be attentive to the needs of users through, for example, permitting duplication of images to make keys easier to use. Recommendations are likely relevant to all levels in the taxonomic hierarchy for all organisms, despite the data being derived from generic-level keys for insects.

摘要

每年都会描述大量新的分类单元,虽然迫切需要使它们能够被识别,但在如何促进这一点上似乎缺乏一致性。对2021年和2022年发表的427篇论文进行了调查,这些论文描述了587个新的昆虫属。其中只有136篇论文包含检索表,这些检索表能够识别233个新属(占论文的31.9%,新属的39.7%)。包含检索表的论文比例在昆虫目之间有显著差异,但在描述了大部分新属的少数期刊中没有差异。总体而言,对于以二元方式评估的17个与检索表相关的变量(最佳与次优),平均检索表几乎有六个标准被评为次优。例如,不到五分之一的检索表便于追溯,不到12%的检索表有插图,且图像方便地位于相关检索表对旁边。通过包含诊断、整体图或两者,在所有论文中都有可能在确认推定的鉴定方面取得进展。基于这一分析,并扩展先前对检索表构建的建议,就如何使鉴定检索表对用户最有用提出了23条建议,我还指出了每条建议的相对易遵循程度。鉴定检索表应随所有新分类单元描述一起提供,有效的检索表构建指南应添加到期刊给作者的说明中,编辑和审稿人应仔细检查检索表,出版商应通过例如允许图像复制以使检索表更易于使用等方式关注用户需求。尽管数据来自昆虫属级检索表,但这些建议可能与所有生物分类层次的各级都相关。

https://cdn.ncbi.nlm.nih.gov/pmc/blobs/1651/11489712/7c5837b7516c/zookeys-1215-065_article-130416__-g001.jpg

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