Towards the bibliography of life

David King et al.'s paper "Towards the bibliography of life" http://dx.doi.org/10.3897/zookeys.150.2167 has just appeared in a special issue of ZooKeys. I've written a number of posts on this topic, so I've a few comments.

King et al. survey some of the issues, but don't really tackle the big issue of how we're going to build this. If we define the "bibliography of life" somewhat narrowly as the list of all papers that have published a scientific name (or a new combination, such as moving a species from one genus to another), then this is a large, but measurable undertaking. According to ION's metrics page, these are the numbers involved (for animals and protozoa):

Total New Names1,510,402
Total New Genera / Subgenera215,242
Total New Species / Subspecies1,192,366
Total Other New Names102,794
Total New Combinations241,296
Total New Synonyms260,544


Even in the worse case scenario of one name per publication (clearly not the case) this is big, but not insurmountable, task.

Publications not taxa
Part of the challenge is figuring out the best way to tackle the problem. In the past, most efforts at building taxonomic bibliographies have focussed on specific taxa, which is natural — the bibliographies are being built by taxonomists and they specialise in particular groups. But I'd argue that this is not the most efficient way to tackle the problem. Because the taxonomic literature is so widely dispersed, after the obvious "low hanging fruit" have been collected, considerable effort must be spent tracking down the harder to find citations. There are few economies of scale in this approach. In contrast, if we focus on publications at, say, the level of journal, then we can build a bibliography much more quickly. Once we've found the source, say, for one article, often we could use that information to harvest many articles from the same source (e.g., write scripts to harvest from a digital repository such as a DSpace server, or a digital library such as Gallica). But if we are focussed on a particular taxon, we will ignore the other articles in that journal ("what do I care about fish, I like turtles").

Put another way, if we imagine a taxa × publication matrix, then we can either go after rows (i.e., a bibliography for a specific taxonomic group), or columns (a list of articles in a specific journal). The article-based approach will be faster, albeit at the cost of finding articles that aren't necessarily relevant to taxonomy. This is why I'm spending what feels like far too much time harvesting article lists and uploading these to Mendeley. It is also one reason BHL has been so successful. They've simply gone after scanning the literature wholesale, rather than focussing on particular taxonomic groups.

TaxapublicationmatrixWikispecies logo enCrowd sourcing and Wikispecies
Crowd sourcing often strikes me as a euphemism for "we can't be bothered doing the tedious stuff, lets get the public to do it for us (plus it will look like we're engaged with the public)." I'm not denying can work, but I suspect it's not a magic bullet. Perhaps the best crowd sourcing is not to try and bring the crowd to a project, but go where the crowd has already gathered. In this case, an obvious crowd is the Wikispecies community. Working with the ION database for my Sherborn presentation, it's clear that the quality of bibliographic data in ION is variable, and rather poor for older references. In contrast, the reference lists on Wikispecies can be very good (e.g., the bibliography for George Boulenger). There are some issues with Wikispecies, notably the lack of a decent bibliographic template (unlike Wikipedia) so parsing references can be *cough* interesting, but there is scope here to use it to improve other databases. Citation matching can be a challenge, but in this case we have citations indexed by taxonomic name (in both ION and Wikispecies), which greatly reduces the scope of possible matches.

Summary
I think building the "bibliography of life" needs a combination of aggressive data gathering, and avoiding building additional tools unless absolutely needed. There are great tools and communities that can already be leveraged (e.g., Mendeley, Wikispecies), let's make use of them.

Mendeley, BHL, and the "Bibliography of Life"

One of my hobby horses is the disservice taxonomic databases do their users by not linking to original scientific literature. Typically, taxonomic databases either don't cite primary literature, or regurgitate citations as cryptic text strings, leaving the user to try and find item being referred to. With the growing number of publishers that are digitising legacy literature and issuing DOIs, together with the Biodiversity Heritage Library's (BHL) enormous archive, there's really no excuse for this.

Taxonomic databases often cite references in abbreviated forms, or refer to individual pages, rather than citable units such as articles (see my Nomenclators + digitised literature = fail post for details). One way to translate these into links to articles would be to have a tool that could find a page within an article, or could match an abbreviated citation to a full one. This task would be relatively straightforward if we had the "bibliography of life," a freely accessible bibliography of every taxonomic paper ever published. Sadly, we don't...yet.

Bibliography of life

Mendeley is rapidly building a very large bibliography (although exactly how large is a matter of some dispute, see Duncan Hull's How many unique papers are there in Mendeley?), and I'm starting to explore using it as a way to store bibliographic details on a large scale. For example, an increasing number of smaller museum or society journals are putting lists of all their published articles on the web. Typically these are HTML pages rather than bibliographic data, but with a bit of scraping we can convert them to something useful, such as RIS format and import them in to Mendeley. I've started to do this, creating Mendeley groups for individual journals, e.g.:

These lists aren't necessarily complete nor error-free, but they contain the metadata for several thousand articles. If individual societies and museums made their list of publications freely available we would make significant progress towards building a bibliography of life. And with the social networking features of Mendeley, we could have groups of collaborators clean up any errors in the metadata.

Of course, this isn't the only way to do this. I suspect I'm rather atypical in building Mendeley groups containing articles from only one journal, as opposed to groups based on specific topics, and of course we could also tackle the problem by creating groups with a taxonomic focus (such as all taxonomic papers on amphibians). Furthermore, if and when more taxonomists join Mendeley and share their personal bibliographies, we will get a lot more relevant articles "for free." This is Mendeley's real strength in my opinion: it provides rich tools for users to do what they most want to do (manage their PDFs and cite them when they write papers), but off the back of that Mendeley can support larger tasks (in the same way that Flickr's ability to store geotagged photos has lead to some very interesting visualisations of aggregated data).

BioStor
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For some of the journals I've added to Mendeley I just have bibliographic data, the actual content isn't freely available on line, and in some cases isn't event digitised. But for some journals the content exists in BHL, it's "just" a matter of finding it. This is where my BioStor project comes in. For example, BHL has scanned most of the journal Spixiana. While BHL recognises individual volumes (see http://www.biodiversitylibrary.org/bibliography/40214) it has no notion of articles. To find these I scraped the tables of contents on the Spixiana web site and ran them through BioStor's OpenURL resolver. If you visit the BioStor page for the journal (http://biostor.org/issn/0341-8391) you will see that most of the articles have been identified in BHL, although there are a few holes that will need to be filled.
spixiana.png

These articles are listed in a Mendeley group for Spixiana, with the articles linked to BioStor wherever possible.

CiteBank and on not reinventing the wheel
If we were to use Mendeley as the primary platform for aggregating taxonomic publications, then I see this as the best way to implement "CiteBank". BHL have created CiteBank as an "an open access repository for biodiversity publications" using Drupal. Whatever one thinks of Drupal, bibliographic management is not an area where it shines. I think the taxonomic community should take a good look at Mendeley and ask themselves whether this is the platform around which they could build the bibliography of life.

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