What is an appropriate amount of change in our scientific classification of life? Botany Curator Leon Perrie ponders this using the kiokio and its fern relatives as an example.
Do you want me, as a taxonomist, operating with the taxonomic equivalent of a surgical scalpel, or are you okay if I flail around with a chainsaw?
Whether I’m out-and-about with botanical societies or perusing social media about biodiversity, I regularly come across people complaining about changes in scientific names. To paraphrase, they ask “why did that name have to change?” I find that a particularly pertinent question, since my job as a plant taxonomist involves determining the appropriate scientific name for our plants, especially ferns in my case.
Who is kiokio?
Kiokio has had the scientific name of Blechnum novae-zelandiae. But it has recently been suggested that this should change to Parablechnum novae-zelandiae. Why?
The reasons for taxonomic change
Increasing knowledge is the underpinning driver for change. Most taxonomists prefer scientific classifications that reflect the pattern of evolutionary relationships. That is, if a group is to be formally given a scientific name, all members of that group should be more closely related to each other than to entities outside the group.
“Monophyly” is the jargon, and, in providing an objective criterion for scientific classification, it is a basic tenet for most taxonomists. (Some taxonomists don’t use the monophyly criterion, preferring instead the it-is-a-scientific-group-because-I-say-so approach; this suffers from subjectivity and authoritarianism.)
Changes to scientific naming follow when investigations reveal that the current classification does not reflect evolutionary history. Given that we are far from knowing everything, a need for updating our scientific classification is not infrequent.
Having established a need for revision, the question becomes how to update the scientific classification so that it is consistent with the current understanding of evolutionary history.
Unfortunately, there are no objective criteria for what constitutes a genus or family or order, etc. in scientific classification. Instead, it is up to the taxonomist to interpret the available evidence (and then whether their suggestion is accepted or rejected by the community).
My taxonomic practice in such situations is to look for the solution that entails the least amount of change. This, I believe, is what the general users of taxonomic names want – certainly, that’s what I’ve heard you say!
But not all taxonomists follow a mandate of minimising-change. Some even make changes when the current scientific classification is consistent with the pattern of evolutionary history.
Such examples in ferns include the proposed segregation of Trichomanes filmy ferns, Cyathea tree ferns, and Botrychium – all changes not presently adopted by the Flora of New Zealand. The split of the Nothofagus southern beeches to give Lophozonia and Fuscospora in New Zealand is a recent prominent flowering plant example of changing names even when the evolutionary pattern did not conflict with the scientific classification.
How much change? The family tree of kiokio as a case study
What this means for kiokio and its New Zealand relatives
Taxonomists serve … who?
The taxonomists who proposed the wholesale name changes for kiokio’s relatives justified it by saying that “Smaller genera, having stronger morphological and molecular support, are easier to study, allow for recognition of phytogeographical patterns, clarify relationships, and point the way toward other interesting avenues of research, involving character and character state evolution, chromosomal repatterning, reproductive biology, and ecological issues; they also facilitate more detailed monographic work.”
This sounds to me like the changes were made to benefit the tiny number of specialists who study this group, at the expense of the vastly more numerous ‘regular’ users of scientific names having to make a whole lot of change.
Moreover, the actual benefit is arguably minimal, since all of those fields of study can continue whatever the classification, especially as most are undertaken by specialists well-versed in understanding evolutionary history and coping with different or layered systems of names (e.g., informally named groupings).
Some experts appear to delight in changing scientific names. Perhaps it allows them to show off their superior knowledge. But is change-for-change’s-sake good for the vast community of non-taxonomists who use scientific names?
A global group of experts on the scientific classification of ferns and lycophytes (collectively “pteridophytes”) recently came together to find consensus – the PPG or Pteridophyte Phylogeny Group. I liked their approach with families, which involved voting.
The genera, though, were handled by self-selected subcommittees who generally specialised in that particular group; personally, I felt several of them recognised too many genera in ‘their’ group, with the attendant change. I’m not clear whether these instances of arguably unnecessary change will be broadly adopted.
What do you think?
Do you think taxonomists should try to minimise changing the scientific classification while still reflecting evolutionary history?
Please leave a comment below – I’d appreciate hearing from you, whether you’re someone who uses scientific names without really understanding where they come from, or you’re a professional taxonomist.
Do you want me, as a taxonomist, operating with the taxonomic equivalent of a surgical scalpel, or are you okay if I flail around with a chainsaw?
- The paper suggesting minimal changes to Blechnum: Perrie LR, Wilson RK, Shepherd LD, Ohlsen DJ, Batty EL, Brownsey PJ, Bayly MJ. 2014. Molecular phylogenetics and generic taxonomy of Blechnaceae ferns. Taxon 63: 745-758.
- The paper suggesting lots of changes to Blechnum: Gasper AL de, Dittrich VAO, Smith AR, Salino A. 2016. A classification for Blechnaceae (Polypodiales: Polypodiopsida): New genera, resurrected names, and combinations. Phytotaxa 275: 191-227.
- An article making the case that PPG was right: Schuettpelz E, Rouhan G, Pryer KM, Rothfels CJ, Prado J, Sundue MA, Windham MD, Moran RC, Smith AR. 2018. Are there too many fern genera? Taxon 67: 473-480.
- An article saying that PPG recognised too many fern genera: Christenhusz MJM, Chase MW. 2018. PPG recognise too many fern genera. Taxon: 481-487.
- An article summarising the Flora of New Zealand’s approach to recently suggested changes to fern classification: Perrie LR, Brownsey PJ. 2017. The Pteridophyte Phylogeny Group’s recommendations in relation to ferns and lycophytes in the eFloraNZ. New Zealand Botanical Society Newsletter 127: 14-17.
I am an avid amateur U.S. botanist with a website on the flora of the southwest U.S. mountains and high desert ( http://www.swcoloradowildflowers.com ). For many years I have defended the multitude of name changes by explaining that we are only following good science, and if you Google “botanical name changes”, that is the explanation repeated over and over. Your comments, however, bring out a point that others seem afraid to accept or are unaware of: far too many name changes are brought about by those seeking a name for themselves through their PhD research, need to publish or perish, self-esteem, etc. As others responding to your blog have pointed out, it is our human need to categorize everything that leads to much of the trouble. We need to remember that our penchant for taxonomy means nothing to the plants; they remain the same no matter what we call them. When professionals put plants in smaller and smaller boxes, then shift the boxes, and then scramble them again, many new plant enthusiasts are repulsed, turned off. Birders have national and international authorities who set the names for birds — for the present time. We at least need the same for plants. More importantly, we need to stop making names for ourselves by changing names of plants. Let’s strive for deeper understanding of plants, not strive for what we think is the appropriate box for the plants.
Thanks for the Philosophic and scientific discussion re scientific plant naming. I try to keep up but find I am out of date sometimes and wondering what happened when and why. Three issues come to mind.
1 Botanists are concentrating on the science of taxonomy sometimes from a purely ultra science point of view. You highlighted this in your examples about smaller and smaller genera determine by ultra specialists.
Scientific papers are all very well from scientists and they all get peer reviewed, whether they get panned does not come to light except for those in the know. Those that are accepted those who read the scientific publications or can afford to read them via subscription services, know the info and become rather authoritarian. It happened recently on INaturalist where I used the INaturalist name only to be told its this and INaturalist is not up to date.
Few botanists then follow up with publication of something somewhat less scientific for the a wider audience of botanists, ecologists, horticulturists, gardeners etc. Why not? Well usually because it does not give them citations and add to their status as a researcher. This aspect of research needs looking at. Its no good doing it if you are not communicating the research and results to that wider audience.
Neither scalpel nor chainsaw but perhaps a well-sharpened chef’s knife?
I am leery of arguments based on convenience or utility. If it’s right, do it and sorry about having to learn a bunch of different names.
Remember that the inconvenience is transitory and temporary. Younger botanists don’t know what the fuss about Veronica is about; that’s what they now get taught, and mention of Hebe simply dates the source.
And the fact that only a few specialists care is, to me, specious. I follow debates on the classification of Collembola, and if you think not many care about Kiokio’s classification, I’m confident your party’s bigger than those who count hairs on the back end of these hexapods.
Of course let’s have no change for change’s sake … or to justify a PhD or count up more citations.
But where earlier work just didn’t get it right, e.g. Kunzea, let’s just bite the bullet and do what needs to be done.
Trouble is, you might not be thanked now, but only by future generations of biologists.
Unfortunately I am (as you will probably have realised) “past my use-by date”, and the complexities of the proposed PhyloCode are beyond me. However a quick look at your reference reminds me of an old medical students joke. When I studied at Melbourne University in the early 50’s the medical students gained an MB, BS (something like Batchelor of Medicine, Batchelor of Surgery). Then if they went on to further studies they might add PhD, and all these letters stood for “More bloody bullshit, piled higher and deeper”. I suspect that in another generation scientists will come at last to accept that living things are not designed to fit into tidy boxes, but that the characteristics of every individual specimen are defined by it’s own unique collection of genes, and they will devise some new more flexible system to handle this variability.
Something like 40 years ago the Melbourne Zoo built a new state of the art enclosure to house Orang Utangs (roughly ‘Old Man of the Bush’ in the local language) and brought over a local woman who was an expert carer to help look after the initial consignment of animals (from Borneo?). When I compared her face with those of the Orang Utans there was a strong similarity, and it was difficult not to believe that they shared some of their genes, regardless of what the theory of the day said about the impossility of this.
And despite all my skepticism the Cybec Foundation, which I founded, still supports the Jim Willis Studentship at our National Herbarium. This fulfills a valuable role as it enables interested students to spend the summer vacation working a project in systematic botany, so they can find out whether it is really what they want to do, before they commit to spending three years or so studying for a PhD. See: https://www.rbg.vic.gov.au/about-us/job-opportunities/jim-willis-studentships
I became interested in botany as a small boy, and met Jim Willis (Assistant Government Botanist at the National Herbarium, Royal Botanic Gardens of Victoria) in 1944, when I was 10. I had been introduced to botany by an older boy at the Mt. Dandenong State School, which had one room, one teacher, and maybe 20 pupils ranging from Grade 1 to Grade 8. I was particularly interested in the local ferns (a number of which we shared with NZ) and learnt all the scientific names, but unfortunately most of these had been changed (usually on extremely dubious grounds) before I finished school, so I have an extremely jaundiced view of systematic botanists. It is nice to think that we can have a tidy system of names which tell us all about a plant and just where it fits into the scheme of things, but living things do not fit into tidy boxes, and everyone (but systematic botanists) wants each plant to have a handle which they can learn once, and will unambiguously identify it to anyone who is interested.
In my opinion we should accept that we should give each plant a handle, which will reliably identify it, and use some other system to try to specify it’s relationships.
There is a series of articles on this subject at: http://corybas.com/index.php?ident=11100
(See also: http://corybas.com/index.php?ident=10X0D )
Thanks Roger. I wonder if your suggestion about separating the name (the handle) from any indication of its relationships has some resonance with the proposed PhyloCode. But maybe not.
I am not a professional but have had a lot to do with the natural sciences over the years. As a younger person my family lived on a farm south of Port Waikato and there was a host of things to keep a young naturalist happy. I took a keen interest in collecting ferns and orchids before naming was important. Then came shells and fossils with a club behind me these names and their changes confused me somewhat.
I agree with Ann that it would be nice to lump as many as one can to a single name but over the years I have learnt that science evolves, new things are found, new techniques are discovered( like DNA). But the one thing that does annoy me is the personal bias that seems to creep into some writers manuscipts.
Sorry about the rant but yes I would prefer a scalpel with the careful research behind it.
Thanks Al for your comments.
Yes, I do think taxonomists should try to minimise changing the scientific classification while still reflecting evolutionary history. I think your argument above is sound.
And I know this isn’t scientific but a euphonious name is much easier and more pleasant to remember than some of the new names which are just plain ugly. I am thinking of Helichrysum bellidioides (pretty sun gold) whose generic name became Anaphalioides (which doesn’t mean much to me)
Anyway I am glad you incline to the ‘lumpers’ , Leon, and not to the splitters’ !
Thanks for your comment. Yes, it is an inclination to lumping, seemingly, but I will split when that produces the least amount of change. (We’ve got an example coming up in Lastreopsis, where some “Lastreopsis” are actually more closely related to Rumohra. Lumping would result in over 100 name changes globally; splitting only about 20-30.)