Braby Et Al 2024
Braby Et Al 2024
Braby Et Al 2024
https://doi.org/10.1093/zoolinnean/zlae043
Advance access publication 3 May 2024
Review
Review
How to describe a new species in zoology and avoid mistakes
Collection, National Research Collections Australia, GPO Box 1700, Canberra, ACT 2601, Australia
2
Department of Life Science, National Taiwan Normal University, Taipei, Taiwan 116, Republic of China
3
Departamento de Entomología, Museo de Historia Natural, Universidad Nacional Mayor de San Marcos, Av. Arenales 1256, Apartado 14-0434, Lima-
14, Peru
*
Corresponding author. Division of Ecology and Evolution, Research School of Biology, RN Robertson Building, 46 Sullivans Creek Road, The Australian National
University, Acton, ACT 2601, Australia. E-mail: michael.braby@anu.edu.au
ABSTR ACT
Taxonomy is the science of discovering, naming, describing, diagnosing, identifying, and classifying different kinds of taxa, from species to fam-
ilies. It lays the foundation for all of the biological sciences. The rapid increase in both taxonomic descriptions and malpractice in recent decades in-
dicates a need for consistency in the procedure and quality of taxonomic research publications dealing with recognition of new taxa, name changes,
and nomenclatural acts. Indeed, there are numerous examples in the recent literature of taxonomic works that fall short of the basic procedures
and minimum standards required for naming new species according to the mandatory provisions and recommendations of the International Code
of Zoological Nomenclature, accepted standards of taxonomic best practice, and journal editorial policy. Here, we provide practical guidelines of
the procedure and key elements required to name, describe, and publish a new animal species or revise the taxonomic status of a species. We then
discuss some of the common pitfalls that should be avoided. Mistakes commonly made include failure to read the Code, to review the primary
taxonomic literature, to examine type material, to construct the taxon name correctly, to explicitly establish the new taxon, to provide adequate
typification, to clearly differentiate the new taxon, to register the publication of the new taxon name in ZooBank, or to publish the name of the new
taxon in a manner that is compliant with the Code. We provide some examples of these mistakes, mainly from butterflies (Insecta: Lepidoptera:
Papilionoidea) and, to some extent, reptiles because these taxon groups seem to have an unusually high level of poor taxonomic practice.
Keywords: code; description; new species; nomenclature; taxonomy; zoology
making nomenclatural acts, and proposing taxonomic opinions so that it is reinstated. If it turns out that one of the species does
(name changes) based on a set of rules and recommendations not have a binomen, then it needs to be formally named and de-
that ought to be followed; and (iii) publication based on a set of scribed as new to become available and valid. On the other hand,
procedures or protocols for best practice. Nomenclatural acts in- the taxonomic research may provide evidence to indicate that
clude type fixations or designations (typification), whereas taxo- there is a single species (i.e. accept H0) that is misclassified and
nomic opinions cause species’ names to change. The names of needs to be reclassified and transferred from the group in which
species change for various reasons (Mallet and Willmott 2003, it was originally described to a group that better reflects its true
Knapp et al. 2004, Thiele et al. 2021), but the main changes in- phylogenetic relationships.
Table 1. Hypothesis testing and possible taxonomic decisions based on revision of a species complex involving one or two species.
Hypothesis Number of species Number of species Taxonomic decision
(before revision) (after revision)
H0 1 1 none
(1 species)
1 1 new combination (comb. nov.)
The investigated species is found to be a member of a genus that is
different from its original or current combination and is transferred
to that genus.
2 1 new synonymy (syn. nov.)
The investigated species is found to be identical to another named
species, and the binomen of that 2nd species is older. The younger
species’ name is placed into the synonymy of the older species’
name as a junior synonym.
H1 1 2 none
(2 species) The investigation reveals the presence of two species, both with avail-
able and valid names, but the 2nd species was previously unknown
from study region.
1 2 revised status (stat. rev.).
The investigation reveals the presence of two species, both with
available names, but the binomen of the 2nd species is currently in
synonymy with the other species. The 2nd species is removed from
synonymy and redescribed as a valid species.
1 2 reinstated status (reinst. stat.)
The investigation reveals the presence of two species, but the
binomen of one species was previously valid but is currently in
synonymy. The previously synonymized name is removed from
synonymy and made valid again.
1 2 new species (sp. nov.)
The investigation reveals the presence of two species, one of which
does not have a binomen. The unnamed species is named and
described as new.
Taxonomic procedures • 3
transcript of the second (1964) edition of the International Code 2005, Kaiser 2013, Winston 2018), and it deals with the regula-
of Zoological Nomenclature. More recently, Winston (1999) pub- tion of names at three different hierarchical levels: family-group
lished a comprehensive manual of best practice for describing names, genus-group names, and species-group names. The Code
new species and an overview of the international zoological and regulates these names according to a set of carefully constructed
botanical codes of nomenclature. Some of the concepts of best articles, with the overarching goal of providing stability and uni-
practice were expanded upon by Dubois (2005), Kaiser (2013), versality to nomenclature based on certain underlying principles
Kaiser et al. (2013), Wüster and Kaiser (2023), and Denzer and (Knapp et al. 2004, Polaszek and Wilson 2005, Winston 2018,
Kaiser (2023). Šlapeta (2013) provided brief guidelines to assist Ceríaco et al. 2023). The articles consist of rules, which are man-
for a taxonomic publication, whether it be of a new species, re- The term comb. nov. is used for a new combination (e.g. spe-
view of a species group or revision of a genus or higher rank (see cies’ name transferred to a genus that is different from its original
also: Winston 1999). There is generally a set order of how the combination); stat. rev. is used for revised status (e.g. subspecies’
items are arranged as headings and subheadings, although this is name treated as full species’ name); and syn. nov. is used for a new
by no means universal, and each publication has its own style of synonymy (e.g. species’ name considered to be a junior synonym
how taxonomic papers are structured. The following order pro- and, therefore, invalid). Another frequent abbreviation is reinst.
vides a logical and coherent framework for the key elements of a stat., meaning, for instance, a previously synonymized name that
taxonomic work. is made valid again, or a name previously downgraded to subspe-
name O. otanes C.Felder & R.Felder, 1865 (Table 2). Generally, in entomology), it may be prudent to be selective about the
the synonymy section only applies to established species that are number of paratypes designated or to list them in an appendix or
being revised and it is not required for new species. However, for as online supplementary material/supporting information.
a new species that was previously confused with another species,
there may be a history of names in which the species was pre- Other material: In studies where the status of a species has been
viously classified—these constitute misidentifications and they reviewed, revised, synonymized, or transferred to a different
ought to be included as ‘misidentifications in the literature’. genus, all other specimens examined and used in the differenti-
ation of that species should be listed after the type material. It is
Material examined important to list this material because it allows others to repeat
or combination of characters; they may be simple (as an adjec- (Cook et al. 2010). In addition to species’ concepts, authors may
tive, or as a noun in apposition), or they may be compound in have different views or opinions regarding the delineation of the
form (e.g. adverb-adjective, adjective-adjective, adjective-noun, species under investigation. These views may be either broad or
noun-noun). Toponyms refer to geographical location names or narrow. Taxonomists with a broad species’ concept (the so called
landmarks, and they may be constructed as a noun or as an ad- ‘lumpers’) tend to recognize fewer species and more synonyms
jective. Eponyms or patronyms are bestowed to commemorate and the term sensu lato or s.l. may be given after the species’ name
or honour a particular person, such as the discoverer (field col- or for the species complex, whereas taxonomists with a narrow
lector) or someone who has made a significant contribution to concept (the so called ‘splitters’) tend to recognize more species
Table 3. Guidelines for the description of a new species based on 11 practical steps (modified from Šlapeta 2013).
Step 1 Conduct taxonomic research and determine species boundaries in relation to testable and falsifiable hypotheses.
Step 2 Become familiar with rules, recommendations and terminology of the International Code of Zoological Nomenclature.
Step 3 Review primary taxonomic literature and collate all available names (i.e. previously described names) and descrip-
tions of similar species.
Step 4 Examine (and photograph) type material of available names of similar species.
Step 5 Construct new species’ name correctly.
diagnosis, and registering the title and author(s) of the manu- intentions, noting that ‘In the future, a formal taxonomic de-
script in ZooBank for electronic-only publications. Finally, once scription and nomenclature will require the discovery of whole
the manuscript is complete, publish your findings in a reput- animals and a type specimen’, Manis mysteria Gu et al., 2023 is
able peer-reviewed scientific journal that has a track record of not available because it contravenes numerous provisions of the
publishing quality systematic works or an Editorial Board that Code, suggesting the authors were not aware of basic taxonomic
is familiar with taxonomic procedures (step 11). These publica- procedures regardless of the quality of their science, which was
tions take on many forms, from short papers describing a single published in the journal PNAS. Similarly, Lamb (2023) recently
species to systematic revisions and large monographs revising proposed the name Vanessa kiwa Lamb, 2023 for a putative new
numerous species within a higher taxonomic group. Although species of nymphalid butterfly from New Zealand’s North Island
there is no requirement for taxonomic works to be published (Poverty Bay). Although the name of the new species was latin-
in peer-reviewed scientific journals, scientific best practice is ized, there was no explicit intention to indicate that the taxon
to publish authoritative taxonomic papers in refereed journals was new (Article 16.1), no designation of a holotype (Article
(Wüster and Kaiser 2023)—the peer-review process is by far the 73), no explicit statement to indicate in which collection name-
best mechanism to control the quality of publications on tax- bearing type material is located (Article 16.4), and no descrip-
onomy. tion or differentiation (Article 13), just a vague comparison with
Despite these simple guidelines (Table 3), we have observed the two subspecies of Vanessa gonerilla (Fabricius, 1775) that
that a number of taxonomic publications in recent decades fall hardly justified a ‘diagnosis’. Beside the fact that the taxonomic
short of the basic procedures and minimum standards required literature was not reviewed or type material of V. gonerilla was
for naming new taxa. We provide some examples of a number examined, the name V. kiwa Lamb, 2023 is unavailable because
of pitfalls and mistakes to avoid in relation to several manda- the mandatory provisions of the Code were not followed. We ex-
tory provisions and recommendations of the Code and accepted pand on these and other non-compliance issues below.
standards of taxonomic best practice and journal editorial policy.
Our examples are mainly from the insect order Lepidoptera, par- Failure to review the primary taxonomic literature
ticularly butterflies (Papilionoidea), because this taxon group Failure to compile a list of available names (synonyms) based on
seems to be rife with ‘malpractice’, but examples from other review of the taxonomic literature can result in enormous prob-
groups with high levels of ‘malpractice’, such as reptiles and am- lems for other workers. For example, Miller (1995) published
phibians (Wüster et al. 2001, Kaiser 2013, 2014, Kaiser et al. a checklist of the neotropical Castniidae (Lepidoptera), but
2013, Wüster et al. 2021, Denzer and Kaiser 2023, Wüster and it became apparent that the primary taxonomic literature had
Kaiser 2023), are given. not been examined, which resulted in numerous inaccuracies,
including omissions of available names, misspellings, wrong au-
Failure to read the Code thority citations, incorrect dates of publication, and incorrect
Once the species boundary or delimitation has been established type localities (Lamas 1995). A consequence of this inaction
it is crucial to have a good working knowledge of the rules and was taxonomic misinformation and inflation—the 134 species
recommendations of the Code to ensure that new names are code recognized in Miller’s list were reduced to 81 species in Lamas’
compliant. However, it is apparent that some authors are simply list, largely due to synonymy.
not aware that a code of zoological nomenclature even exists. Article 23 of the Code sets out the Principle of Priority. The
For example, Gu et al. (2023) proposed the name Manis mysteria valid name of a taxon is the oldest available name (the senior
Gu et al., 2023 (Pholidota: Manidae) for a new cryptic species synonym) applied to it. The purpose of this provision is to pro-
of pangolin discovered in China; however, they neither clearly vide nomenclatural stability in cases in which a taxon has two
indicated that the name was intended to be new (Article 16.1) or more names bestowed upon it. This duplication of names
nor designated a holotype (Article 73), and, moreover, they did happened frequently in historical times due to taxonomists
not provided a description (Article 13). Despite the authors working on the same species in different places or countries, or
Taxonomic procedures • 9
through the description of different sexes as different species. Failure to examine type material
The easiest way to avoid duplicating species’ names and creating Recommendation 73B (Preference for specimens studied by
nomenclatural confusion is to become familiar with all of the author) of the Code states ‘An author should designate as holo-
available names published in the taxonomic literature. However, type a specimen actually studied by him or her, not a specimen
even in modern times there are still cases in which known spe- known to the author only from descriptions or illustrations in
cies are being named and described. For example, Fujioka the literature’. Denzer and Kaiser (2023) recommended that
(1992) described the butterfly Laeosopis praetextatus Fujioka, best taxonomic practice is for authors to include a statement
1992 (Lycaenidae), but in the following year D’Abrera (1993) in their manuscript indicating that type specimens were phys-
Although G. loricatobaicalensis was technically available under Hesperillini Grund, 1998; Trapezitini Grund, 1998; Proeidosini
the Principle of Binominal Nomenclature (Article 5), the work Atkins, 2005; Mesodinina Atkins, 2012; Hesperillina Atkins,
where it was published was suppressed for nomenclatural pur- 2012; Toxidina [sic] Atkins, 2012; Trapezitini Atkins, 2012;
poses by the ICZN under its plenary powers (Opinion 105, Anisyntina Atkins, 2017; Proeidosina Atkins, 2017; Toxidini
Direction 32), and thus the name is unavailable. The Code recom- [sic] Atkins, 2017. However, for each higher taxon no type genus
mends that ‘Authors should exercise reasonable care and consid- was given. Thus, these names are not available because the pro-
eration in forming new names to ensure that they are chosen posals contravene the rules of the Code for typification of types
with their subsequent users in mind and that, as far as possible, in the family group (Article 63. Name-bearing types) and names
that can be verified and replicated by future workers, than sec- information to allow anyone to distinguish the new species from
ondary evidence from photographs (Dubois and Nemésio 2007, similar or closely related species (Rheindt et al. 2023). However,
Krell and Wheeler 2014, Rocha et al. 2014, Ceríaco et al. 2016, some authors fail to provide this information. For example, in re-
Krell and Marshall 2017). Perhaps the most notorious example vising the diverse Neotropical butterfly genus Catasticta Butler,
of photography-based taxonomy is the description of the in- 1870 (Pieridae), Reissinger (1972) divided the genus into sev-
famous Loch Ness Monster Nessiteras rhombopteryx Scott & eral subgenera, of which four were new (Archonoia Reissinger,
Rines, 1975, a hoax published in Nature. Irrespective of the or- 1972, Pierinoia Reissinger, 1972, Leodontoia Reissinger,
ganisms lack of biological reality (Halstead et al. 1976, Lawton 1972, and Hesperochoia Reissinger, 1972). However, Reissinger
Failure to publish the new taxon name 2000 (see reviews by: Aplin 1999, Wüster et al. 2001, Williams
Article 8 of the Code sets out the criteria to be met for new names et al. 2006, Kaiser et al. 2013, Kaiser 2014, Wüster et al. 2021).
to be published. A published work ‘Must be issued for the purpose Although the names are technically available according to the
of providing a public and permanent scientific record, must be rules of the Code, the robust scientific evidence upon which they
obtainable free of charge or by purchase, and must have been pro- should have been established was fundamentally lacking—for
duced in an edition containing simultaneously obtainable copies instance, the descriptions and diagnoses were inadequate, often
by a method that assures numerous identical and durable copies’ failing to demonstrate the biological validity or the reality of the
(Article 8.1). Further, the Code recommends that new scientific species concerned, or the authors designated type specimens
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