### Copyright © TDWG (Taxonomic Databases Working Group, www. tdwg.org), 2004. This file is a special version of the Unified Biosciences Information Frameword (UBIF) XML schema. It may be used only for viewing convenience and may not be distributed independently from the primary schema files (UBIF.xsd, UBIF_TypeLib.xsd, etc.). The inclusion of all parts starts below: !###

Unified Biosciences Information Frameword (UBIF) XML schema for data exchange and integration across knowledge domains. The schema has been design for biological data, but is applicable to other knowledge areas as well. It is based on work of the TDWG SDD and ABCD subgroups and currently jointly authored by the SDD, ABCD, TaxonName subgroups and by GBIF (Global Biodiversity Information Facility). The framework may be used without changes for new schemata, no registration is necessary. Its main features are:
* A foundation of shared simple and complex types, including some enumerations to simplify world-wide data integration and interoperability across language barriers. * A top-level structure of Datasets collections containing independent Dataset objects. The collection is purposely semantically neutral; relations between Dataset have to be discovered by the data consumer or are assumed to be implicit in the protocol requesting the data.
* Derivation metadata that support tracing and debugging the online transformation history data. They provide important technical information about access providers and the path of potentially multiple portals involved.
* Metadata describing the principal data collection from which the dataset was derived. The dataset may represent the entire source dataset or it may be filtered, normalized, or enriched with secondary information. A dataset is never an aggregation of multiple data collection sources with different authorship, copyright, or other IPR; these are assumed to be delivered as separate datasets. Note: Derivation and content/source metadata together provide all necessary information for UDDI support.
* External data interface (EDI) providing a standard mechanism to link to external data providers for knowledge domains outside of the scope of the current dataset. This includes a collection of supported object linking mechanisms involving globally unique identifiers and resolving mechanisms. Proxy objects can replace a links in cases where a specific object is (perhaps not yet) available in an external data source, and they cache a minimalized data interface on the assumption that access is asynchronous, slow, or may be temporarily unavailable. Furthermore, these cached data provide semantic information to human readers, preserving the semantics of a link even if it has become permanently broken.
* A single "payload" element which must come from a different namespace. Note that within a Datasets collection each Dataset object may have a payload from a different external schema. It is the responsibility of the consumer to decide which dataset payload it is interested in or can process.

Conventions: Element or attribute names starting with underscores (__) are present in the schema for discussion purposes only and should be only experimentally used. Annotations containing @ indicate unfinished points of discussion.
Note: blockDefault="#all" in xs:schema prevents that in instance documents derived types can be used in elements typed to the base type (which otherwise is possible using xsi:type=""). - finalDefault is not set, further type derivation is currently not considered problematic. Please contact us if you believe otherwise. Note that according to the w3c discussion forum, the developers of xml Schema consider to drop the final attribute in the upcoming XML Schema version 1.1. - Nillable: xsi:null is not supported in UBIF documents (schema declaration nillable="false" is default, not explicitly stated).

Copyright © TDWG (Taxonomic Databases Working Group, www. tdwg.org), 20. July 2004. Licensed under the GNU General Public License as published by the Free Software Foundation; either version 2 of the License, or (at your option) any later version (http://www.gnu.org/licenses/gpl.html). Schema designed and annotations authored by G. Hagedorn & W. Berendsohn, Berlin with help from members of the SDD, ABCD, TaxonName subgroups.

The Datasets collection is the only root element allowed in UBIF: Root element for files or data streams. Multiple Dataset objects are completely independent. Potential relationship may be detected by the consumer, but are not expressed in the UBIF format. The sequence of Dataset objects has no semantics and does not have to be preserved. The version of the UBIF standard used is defined in the namespace declaration and needs no separate data element. A single file or data stream may consist of multiple data sets A history (tree) of all automatic or semi-automatic data derivations (transformations) through computer programs: database export, filtering, merging, or unmodified data provision through portals. The elements immediately in this element describe the process that created the current xml document. [ATTR: datetime (= When was it done?), gooduntil (= caching interval)] Data from other knowledge domains to which the data set refers may be represented by collections of proxy data objects. In the absence of available external databases a proxy object may be used as a local placeholder. The data inside the proxy object usually provide a reduced interface data model that abstracts from a potentially more complex external data model. Examples: persons, publications, geographical localities, media resources, but also class names (biology: taxa) and objects/units (biology: specimens). Metadata referring to the principal source of the entire data collection (the metadata scope may be wider than the objects actually contained in the data set). The 'payload' of the dataset exchanged using UBIF. At this point a new namespace is defined (and usually the default namespace is redefined). Note that if an xsi:schemaLocation is desired, it should not be defined here but added to an xsi:schemaLocation attribute in the Datasets root element. Example from SDD instance document: <DescriptiveData xmlns="http://www.tdwg.org/2004/SDD"> === Data derivation, transformation, and derivation history: Describes the providers and application/ script(s) that produced the current data set, plus a derivation history of all automatic or semi-automatic transformation with negligable or automated content changes. Derivation examples: a) Generation of file from a database, b) Adding/removing data to/from an existing UBIF xml file, c) Passing data through a portal without intentionally changing any data. The information provided here is intended to a) facilitate debugging b) react to known deficits of generators, esp. if generators produce syntactically correct but semantically faulty data (misapplication of data elements, etc.) c) evaluate the quality and scope of archived data, especially whether the data contained in the document are complete or an excerpt from a larger data set. d) inform about options to update/refresh data [ATTR: datetime (= When was it done?)] = Date and time (UTC or local time with timezone information) at which the current document or data stream was created by the generator. Using UTC (Universal time coordinates = Greenwich mean time) is recommended. [ATTR: gooduntil (= information about expiration of validity for caching purposes.] Which tool did it? Metadata about the software (application, script, etc.) that performed the derivation/transformation. [ATTR: name, version, notes, routine] (Detailed attribute annotations exist, but are not visible in graphical schema view!) Name of the application performing the transformation. The term 'application' should be understood in a loose sense; it may be a script that is not part of a larger application (compare the Routine attribute, which may provide the detailed name of scripts that are part of an application!). Version of the application that has generated this document. The attribute should not be named 'Version' to avoid confusion with the version of the content (see content Metadata). Additional information about the generating application that is not part of the name or version. If the copyright of the generating application is specified, it should be understood that this does not affect the content copyright of the data. Optionally allows a generating application to identify which of possibly multiple transforming routines (database code, xslt, etc.) was used. This attribute may also be used, to identify different conditions under which the export routine may behave differently. What was done? Metadata describing actions on the entire data set, recording especially the intent to transform data or pass them on unchanged. This element may be missing if the actions are variable/cannot be traced. However, consumers may wish to avoid datasets containing untraceable derivation actions. -- Note: The combination of Actions in this and previous derivations (see DerivationHistory) implicitly informs about the completeness of data (relevant when comparing archival data sets). The kind of action is described using three required boolean attributes: ATTR: addition, removal, normalization = All 3 are false if the data are passed on without changes (except for information in the Derivation element itself). - The scope of action may optionally be described in: ATTR: affectedobjecttype = if empty the Action record is a summary for the entire dataset, else actions on specific object types may be described separately. ATTR: within = if true, the action changes values and structures inside objects rather than presence/absence of entire objects in their collections. ATTR: description = optional free-form text description of the action. If the dataset is based on a query, use: [ATTR: uri = If online query can be expressed as a single URI, it is recommended to provide this (even if another mechanism has actually been used). Executing a request to this URI is expected to return the same data set if no content updates occurred and updated information otherwise. If the only web query mechanism has a wizard-like interface involve multiple steps a Query/URI may not exist. ATTR: description = Optional description of the query in any format considered intelligible to human readers. For example, it may be a set of rules in a programming language, an xpath, sql, or oql expression, or plain language (English is recommended, but not required). The format itself should be explained unless plain language is used. The information is intended for human consumption to improve the interpretation of documents that archive extracts and snapshots at a certain point in time.] Who did it? Technical contacts are those to whom questions about accessibility of a provider or resource should be directed. Who did it? Administrative contacts [= Content contacts] are those to whom questions and feedback about data, or restrictions on use of the data should be directed. Optional description of the derivation actions, acknowledgement, copyright, etc. statements. The statement should be complete and identify the speaker (Technical/AdministrativeContact should not be expected to be displayed). - This is the only item in Derivation expected to be displayed on web reports addressing the general public. All other items in Derivation are normally displayed only on technical pages. -- Note: Claiming copyright/database rights on derivations may interfere with the usability of data and is not recommended. Care must be taken to avoid violating the rights of holders of the original content copyright! The derivation history includes all automatic or semi-automatic transformation with negligable or automated content changes. It does NOT include the history of content revisions and expansions, possibly combined with changes of copyright or ownership; this history must be acknowledged in the Description, Owner and IPR statements in Metadata. Whenever a data provider receives a dataset already containing derviation data, it will put these unchanged into previous derivations and add its own data as a new outer layer. Thus the outermost Derivation is the most recent (immediate) one, the innermost the first. Usually this contains only a single node! The history is not an array, but the recursion or Derivation within Derivation! However, multiple earlier derivations may be present if information has been merged. Example: SDD descriptions are enriched with images created by a geography server and based on ABCD collection data. Datasets should be kept separate whereever possible, e. g. in the case of specimen data from multiple collections. [ATTR: datetime] When did it occur? Date and time (UTC or local time with timezone information) at which the current document or data stream was created by the generator. Using UTC (Universal time coordinates = Greenwich mean time) is recommended. The data in this Dataset are guaranteed not to change until this date. No guarantee is given after this date and a cache should be refreshed. If the provider cannot guarantee that the data will not be changed until a future date, this attribute should be omitted. Used for transformation Action elements inside DerivationMetadata. This extension mechanism is designed for future versions of the UBIF standard. It might, e. g., allow to list references to ids of objects affected by an action. Most transformations would probably not give such information, but it could be valuable where given. Normalization are actions that change data in a way intended to improve data quality without changing the meaning. Examples: standardization of collectors names or abbreviations. Primarily intended for changes within the major objects. However, a collection of objects may be normalized as well, e. g. if duplicate objects are removed. If empty the Action record is a summary for the entire dataset, else actions on specific object types may be described separately. If within is true, the action changes values and structures inside objects rather than presence/absence of entire objects in their collections. Optionally an unconstrained text with details of the transformation action and completeness of data relative to the source of the current transformation. It may include both an account of the actions as well as a narrative describing the purpose of the transformation. This should address human readers. It is intended for technical usage, not to be displayed in consumer-oriented web pages. English language is recommended but not required. === Meta data about the entire data collection from which the data set was derived: Metadata referring to the principal source of the entire data collection (thus the metadata scope may be wider than the objects actually contained in the data set). If a history of the data collection (revised or expanded in various projects or at different institutions) exist, this must be reflected in the IPR statements and possibly in the list of Owners. Language-specific header information [ATTR: language] The Language values must uniquely identify the Representations within Description. Language-independent expressions of limited geographical, taxonomic, etc. scopes. In the case of projects in progress, 'scope' may define the planned or intended, rather than the achieved scope (or coverage). Compare also Coverage in Description (which is language-specific). (Items from Scope may be added to DC.Coverage) A data collection may have a limited geographical scope. Example: 'Germany', 'Austria'. A data collection may have a limited class scope (biology: taxonomic scope). Example: 'Hymenoptera' Information in the entire dataset may come from these (printed or digital) publications. Note that if data are not just copied from publications into independent descriptions, but revised and combined with expert knowledge, SourcePublications should not be used. Such a process creates an independent new work and the publications are only cited in the descriptions). @@ E.g. ecological like "Temperate rainforest", 'insectivores' (bats, birds, mammals' ...), temporal (jurassic fossils)... Problem: these should be external subject vocubularies that should be linked to... Library of congress subject headings may be usefull. Number and date of current version The major version number ('1' in 1.2) as defined by the content creators. An optional minor version number ('2' in 1.2) Unconstrained text specifying status + optional number, e. g., 'beta', 'alpha', 'rc/release candidate', 'internal'. If missing, release status is assumed. Citable 'publication date' of the current version (comp. RevisionData/ Initiation- and LastRevisionDate for version- independent dates). This date must be missing if the current version is not yet published! (= DC.Date.issued; http://purl.org/dc/terms/issued) Note: currently no mechanism exist to record the date of the first version release. Is this needed? Creators, Revision status, and dates of the entire data collection from which the current dataset is derived. A globally unique ID-string, distinguishing a data collection (which may be identical or larger than the current dataset) from all others. The value should never be changed once it has been introduced. To refer to objects within the dataset from elsewhere, this value is combined with the object. If you don't have this, it will be difficult to compare versions of data collections. Recommendation: Avoid choosing simple names that are likely to be used multiple times ('plants', 'French bees', etc.). Authors working at research institutions that allow to use their name as permanent identifiers (even if the author stops working there), may use institutional-URI/personal-or-team-name/ data-collection-label (example: xyz.de/hagedorn/coelomycetes). Note that this is only an identifier and does NOT help to locate real web resources. Language-specific content metadata (title, description, etc.) with *required* Language attribute added. A short, concise title. Does not support any formatting! (= DC.Title) General Note on DublinCore translation: In addition to those that can bee transformed from UBIF metadata, an additional DC.Type='dataset' should be added. Free-form text containing a longer description of the project. (= DC.Description) Free-form text describing geographic, taxonomic, or other coverage aspects of terminology or descriptions available in the current project. (= DC.Coverage) Optionally an image media resource containing an icon/logo symbolizing the project. [ATTR: ref] URL pointing to an online source related to the current project, which may or may not serve an updated version of the terminology or descriptions. === Proxy data objects (representing external resources) and references to these objects: Collections of non-abstract data proxy elements, forming an interface to potentially existing more object representations Class (biology: taxon) names used in the project. Each proxy object contains a name - either locally defined or representing an external resource defined in a linking mechanism and defines a local id attribute that may be referred to multiple times from within the project. Biology: Object in a nomenclator [ATTR: id] The labels of proxy objects must be unique for a given language. Optional hierarchy (= tree, biology: taxonomy) of classes defined above. A hierarchy may be incomplete, i. e. some ClassName object may not be in the hierarchy. ClassHierarchies may be locally defined or represent an external source. Biology: Taxonomic hierarchy, or arbitrary set of taxa. [ATTR: id] The labels of proxy objects must be unique for a given language. Units are physical objects (biology: specimens) that are collected, described, or observed. In biology a collected object is often called a specimen. Biology: Object in a collection (= specimen) or an observation. Units may be identified or assigned to a Class name. [ATTR: id] The labels of proxy objects must be unique for a given language. Documentation of persons/organizations involved in the authoring, compiling, editing, etc. of the data set. @@ The specific elements are only a preliminary sketch, this should be synchronized with TDWG ABCD! [ATTR: id] The labels of proxy objects must be unique for a given language. Publications used in the project, defined through proxy objects (= local or external link, see under Agents). Printed or digital publication (including database source) [ATTR: id] The labels of proxy objects must be unique for a given language. Geographical locations (often country names, but potentially on any level), defined through proxy objects (= local or external link, see under Agents). An example of an external gazetteer referred to is the TDWG Geography standard. [ATTR: id] The labels of proxy objects must be unique for a given language. Resource definitions containing links like URLs or actually embedding the resource (e. g. encoded images). These are proxy objects (= local or external link, see under Agents). [ATTR: id] The labels of proxy objects must be unique for a given language. Measurement units like mm-square, °C, ml, pH, and dimensionless scaling factors like %, promille. [ATTR: id] The labels of proxy objects must be unique for a given language. Abstract base type for proxy objects representing external resource objects (publications, class names, specimens, etc.). Provides a free-form label (this may be locally defined and the only data item if no external object is available) plus an ID-based link to an external object. Human readable representation. This may be the only data item if no machine readable ObjectLink exists. Example for a publication: "Smith 1998. Flora of Erehwon, XY Publishers." Even if an external ID exist, the Label is required. It preserves the semantics of the proxy object (= keep interpretable by humans) even if the machine-readable object links are broken. Label should be updated automatically (without human control) only after a human decided that the semantic management of an external object provider can be fully trusted. Some Labels like scientific taxon names or publication references can be expressed more or less language-independent, others like geographic names are always language dependent. @@Discussion neccessary: language type is currently extended with neutral and unknown codes ('-', '?'), is this necessary?@@ The Abbreviation element provided is not necessary for all proxies, but especially useful for class names (e. g., for tabular reports) and publication abbreviations (author/year style). Defines an ID of an external object or one to several services providing it. The format in which the object is returned is undefined and needs to be interpreted by the receiving application. Ideally, common standards (TDWG, MARC, etc.) should be used. === Class names (biology: taxon names): Used for class names (biology: taxon names). Provides a locally defined simple free-form text plus an optional link to an external resource object. This may be changed to allow entering a structured form of taxonomic names (Genus/Higher taxon, rank, optional specific/infraspecific epithets, authors). However, note that simply splitting into taxon name and authors does not work, because authors may be in the middle of the parts of the taxon name (e. g. in botanical autonyms). Currently the development of the TDWG taxon names standard should be awaited first. Note that Class names are not restricted to accepted names (also referred to by Synonyms in ClassHierarchyNode type) Extensions of ProxyBase specific to ClassNameProxy For biological taxonomic names: order, family, species, etc. Derived from an enumerated value list. This element needs to be interoperable; formatting often depends on specific ranks rather than on relative place in the hierarchy alone. Defines an element with a ref attribute pointing to a ClassName in ExternalDataInterface (in biology: Class = Taxon) Refers to a class name (biology = 'taxon'; ExternalDataInterface/ClassNames/ClassName) A collection of ClassRef type elements Reference to a class name (in biology = taxon name) defined in ExternalDataInterface/ClassNames [ATTR: ref] === Class hierarchy (biology: taxon concepts): Used for class hierarchies (taxonomies) Extensions of ProxyBase specific to ClassHierarchyProxy For example, SDD supports taxonomic (order/family/genus etc.) and non-taxonomic (weed species, diseases, herb/shrub/tree) hierarchies. For many analytical purposes it is relevant whether a hierarchy is based on phylogenetic (= evolutionary) relatedness or whether it is an operational categorization. Note: a conventional taxonomic hierarchy should be considered phylogenetic until proven to be not. Root of the recursive tree A node in a class hierarchy tree (biology: taxonomical hierarchy) A node either contains a class reference (biology: taxon) and optionally (if it is a higher level class) further child Nodes, or it is anonymous and contains only further child Nodes. Nodes may not be empty. (The complex choice/sequence expresses the A, or B, or A and B constraint which is difficult to express in xml-Schema.) The class (biology: taxon; with optional synonyms) that identifies the node. Refers to a class name (in biology a taxon name) [ATTR: ref] Rather specific to biology: Taxa above rank of species have a lower taxon by which they are typified. Rather specific to biology: Taxa of species rank or below have a physical unit (specimen) by which they are typified. Collected and preserved unit(s) (biology: specimens) by which the name is typified. (The expression of synonyms may be essential for reports and to convey the concept of a class to information consumers.) References to project-wide defined ConceptStates (defined at the nodes of concept trees) must be unique within each character. This is achieved by a uniqueness constraint (local to each character) on the ref attribute of StateReference. The id attribute is already unique through the general CharacterStateKey. If class identification is present, further nodes are optional. The class identification may be missing, but then further Nodes are required. A collection of objects with ClassHierarchyNode type Defines an element with a ref attribute pointing to a ClassHierarchy. === Units (biology: specimen, 'Objects' in earlier versions of SDD): Used to define objects that are collected, described, or observed (collected objects may be preserved permanently in a specimen collection). In biology a collected object is often called a specimen. Provides either a simple free-form descriptive label ('so-and-so in freezer 14, with tag 1233'), or a link to an external collection unit. Note that the term 'Unit' as used here has no relation to 'measurement units' or 'organization units'. Extensions of ProxyBase specific to UnitProxy @@ SomeElementsAnalyzedBySDD: These are just the preliminary elements identified by SDD to be necessary as local extensions. A decision needs to be made, compare the DWC-based present in an alternative interface group! @@ Identification of specimen object. The information may come from the service provider. If the service provider only provides a name, this must be compared with and if necessary added to the list of ClassNames so that a ClassName reference may be used here. This may point to a higher taxon (family, order, or even "plantae") to indicate incomplete, broad identifications. [ATTR: ref] Default is 'certain'; 'Abies cf. alba' would be recorded as 'uncertain'. False = object has not been collected and preserved (it may still be databased in an observation database and have an ExternalID!). The default for this element is true, i. e. if the element is missing the object has been collected/preserved. ### To be decided! Extensions of ProxyBase specific to UnitProxy This is derived from DarwinCore, "version 1.25 2003/05/24 11:14:24 John Wieczorek", but in a first attempt tried to rework into structures compatbile with UBIF usage. The following is not yet a serious proposal, just a basis for further work. Most likely this is too rich at the moment for a simplified interface... DarwinCore 'core' fields A description indicating whether the record represents an object or observation (e.g., tissue sample, living organism, voucher specimen, germplasm/seed, genetic information, etc.) The code (or acronym) identifying the institution administering the collection in which the object or observation record is cataloged. No global registry exists for institutional codes; use the code that is "standard" in your discipline. This attribute must contain no spaces. The code (or acronym) identifying the collection within the institution in which the object or observation record is cataloged. This attribute must contain no spaces. The alphanumeric value identifying an individual object or observation record within the collection. It is highly recommended that each record is uniquely identified within a collection by this value. It is also recommended that each record is universally uniquely identified by the combination of InstitutionCode, CollectionCode and CatalogNumberText. The name(s) of the collector(s) of the original data for the object or observation. Date in which the object or observation was collected from the field. Each part of the date may be missing. (= DarwinCore: YearCollected, MonthCollected, DayCollected, VerbatimCollectingDate) ATTR: year = four digit year; month = two digit month of year; day = two digit day of month An identifying string applied to the object or observation at the time of collection. Serves as a link between field notes and the object or observations. An identifying string applied to a set of objects or observations resulting from a single collecting event. Notes taken in the field for the object or observation, or a reference to such notes. The combination of all geographic elements less specific than locality. "Like" query operations on this element will search for a substring that might be in any of the higher geography elements. The full, unabbreviated name of the continent or ocean from which the object or observation was collected. The full, unabbreviated name of the island group from which the object or observation was collected. The full, unabbreviated name of the island from which the object or observation was collected. The full, unabbreviated name of the country or major political unit from which the object or observation was collected. The full, unabbreviated name of the state, province, or region (i.e., the next smaller political region than Country) from which the object or observation was collected. The full, unabbreviated name of the county, shire, or municipality (i.e., the next smaller political region than StateProvince) from which the object or observation was collected. The description of the locality from which the object or observation was collected. Need not contain geographic information provided in other geographic fields. Geographical coordinates (decimal longitude/latitude) of the location from which the object or observation was collected. Includes geodetic datum and an optional verbatim text representation. The upper limit of the distance (in meters) from the given latitude and longitude describing a circle within which the whole of the described locality must lie. Use NULL where the uncertainty is unknown, cannot be estimated, or is not applicable (e.g., because there are no coordinates). The minimum and maximum altitude in meters above (positive) or below (negative) sea level of the collecting locality. (= DarwinCore.MinimumElevationInMeters / MaximumElevationInMeters A text representation of the altitude in its original format in the source database. The minimum distance in meters below the surface of the water at which the collection was made; all material collected was in this range. (= DarwinCore.MinimumDepthInMeters / MaximumDepthInMeters A text representation of the depth in its original format in the source database. A reference to the methods used for determining the coordinates and uncertainties. This includes DarwinCore GeoreferencingMethod and GeoreferencingReferences The extent to which the georeference has been verified to represent the location where a Cataloged Item was collected. The name(s) of the person(s) who applied the currently accepted ScientificName to the object or observation. The date in which the unit (specimen, observations, strain, culture, animal) was identified as having the ScientificName. A standard term to qualify the identification of the object or observation when doubts have arisen as to its identity(e.g., "cf.", "aff.", "subspecies in question", etc.). The name of the phylogenetic kingdom in which the object or observation is classified. The name of the phylogenetic phylum (or division) in which the object or observation is classified. The name of the phylogenetic class in which the object or observation is classified. The name of the phylogenetic order in which the object or observation is classified. The name of the phylogenetic family in which the object or observation is classified. The full name of the lowest level taxon to which the object or observation can be identified (e.g., Family, Genus, Genus+" "+SpecificEpithet, Genus+" "+SpecificEpithet+" "+SubspecificEpithet, etc.). The name of the genus in which the object or observation is classified. The specific epithet of the scientific name applied to the object or observation. The subspecific epithet of the scientific name applied to the object or observation. The author of the ScientificName. Can be more than one author in a concatenated string. Should be formatted according to the conventions of the applicable taxonomic discipline. A list of one or more nomenclatural types (including type status and typified taxonomic name) represented by the object (e.g., "holotype of Ctenomys sociabilis. Pearson O. P., and M. I. Christie. 1985. Historia Natural, 5(37):388."). Does not apply to observations. Free text references to information not covered elsewhere (e.g., URLs to specimen details, photographs, publications, etc.). DarwinCore Curatorial The sex of a biological individual represented by the cataloged object or observation (e.g., male, female, hermaphrodite, gynandromorph, not recorded, indeterminate, transitional - between sexes, for sequential hermaphrodites). The age class, reproductive stage, or life stage of the biological individual (e.g., juvenile, adult, eft, nymph, etc.) referred to by the catalog number. A concatenated list of preparations and preservation methods (skin, skull, skeleton, whole animal (Ethanol), slide, etc.) for the object. Includes tissue preparations (frozen, EDTA, etc.). Does not apply to observations. GenBank Accession number(s) associated with the biological individual(s) referred to by the cataloged object. A list of previous or alternative fully qualified catalog numbers for the same object or observation, whether in the current collection or in any other. The fully qualified identifier (InstitutionCode+" "+CollectionCode+" "+CatalogNumberText) of the related object or observation, preceded by the nature of the relationship (e.g., "(sibling of) MVZ Mamm 1234"). The current disposition of the cataloged item (e.g., "in collection", "lost", "voucher elsewhere", etc. Free text comments accompanying the object or observation record. DarwinCore Microbial Fate of the isolate between isolation and deposit in the present collection. The backward sequence of deposits is used separated by "<" meaning "received from". Each entry may contain the name of the collection, (month and) year of the acquisition. Between parenthesis can be entered: strain designation or collection numbers (only when confusion is possible between two or more numbers from the same collection) and/or a name when a name change has occurred. Example: [in Bacillus sphaericus DSM 488] NCTC, Nov. 1973 (Bacillus loehnisii) < T. Gibson, 1935 < Kral Collection (Bacillus probatus) Name of the Depositor The date in which the unit (strain, culture, animal) was deposited in the collection. Substrate from which the strain was isolated (soil, water, blood, leaf, etc) Name of the person perfoming the isolation into pure culture Method used to isolate the strain Any specific conditions related to cultivation and maintenance of the strain such as culture medium, atmospheric and light conditions, temperature, etc Names of chromosomal markers of the strain Type and parent of mutant if strain is a mutant strain Name of the race of the strain and authors of the race Name of the alternate state of the strain and authors of the alternate state Any specific properties of the strain (enzyme production, metabolites production, degradation, etc) Any specific applications that the strain may have, such as in bioremediation, inoculants, biologic control, etc Hazard group, pathogen class, plague type Any specific disease that the strain may cause Defines an element with a ref attribute pointing to a Unit (biology: observation or specimen) defined in ExternalDataInterface. Refers to a Unit object identifier (biology = 'specimen') Extension of UnitRef with a required type status attribute (NomenclaturalTypeStatusOfUnitsEnum) The type status of a unit (biology: specimen). See the enumerated type for further information. === Publications, references, and citations: Used for resources like publications, laboratory notes, speeches, etc. Provides either a simple free-form text, or a connection to an external resource. Extensions of ProxyBase specific to PublicationProxy @@GH: Two proposals for publication-specific extensions of the proxy base data. Both have advantages and I can imagine either solution. The important thing would be to select a common solution for SDD, ABCD, TaxonNames, LinneanCore, etc.! GENERAL Note: Some parts of publication representations are already available as proxy base data. These are: - unconstrained text form as commonly found inpubliched referende (i.e. not atomized belongs into the Label. - URL location of the article on the web and DOI (digital object identifier) can be found in ObjectLinks) Extensions of ProxyBase specific to PublicationProxy This structure is based on the Linnean Core proposal and checked against the DiversityReferences and ReferenceManager(TM) data structures. It would provide a relatively satisfying full structure usable in the absence of other literature management systems. Note: Many aspects of reference managers such as keywords, abstracts, availability, or reference types are not supported in the current data interface. However, they may be added and managed inside the generic extension mechanism, see "CustomExtensions" above, . @@Open question: How to reference a software? Year as appearing on the publication. Compare TruePublicationDate below. Effective date of publication; may be different from year stated on/in the publication. Important for taxonomic or other priority. [ATTR: year (required), month, day (optional). Typed as gYear, gMonth, gDay; note that gMonth requires '01' instead of '1' for 'Jan.') Series of books or articles (the latter may be published in edited books. journals, or on the web). Series title Series editors Printed book: monograph or edited book with articles Book title (monograph or edited book) Book creators are authors if Book is used alone or in combination with Series or Chapter, but editors if used in combination with article Volume or part in a series Total range of pages, including foreword, appendices, index and plates/figures. International Standard Book Number Number of the edition of a book. Publisher, reprint year, note, etc. for historical books that are reissued. Periodical/magazine /journal information We really need BPH and TL2 as standard dictionaries to drive these titles Standardized abbreviated form of title International Standard Serial Number Publishers of a book, periodical, or independently published article. The name of the publisher (publishing company or institution, including universities or scientific societies). The location where the item being referenced was published, such as a city and state. Articles may, e. g., be published in periodicals, edited books, the internet. Volume of periodical (empty if article appears in edited book) Part or issue of a periodical volume (empty if article appears in edited book) Pages of article. This may include table, or figure numbers for the reference. Examples: '23-41', '341 pp.', or '20, 22-24, 32' (for non-consecutive pages). Optional information about a chapter, section, etc. that has the same authors as the publication in which it is contained. Compare Article for authored chapters in edited books. Number of chapter, section, etc. as used in the publication. Pages of current part ('22-34') Extensions of ProxyBase specific to PublicationProxy This structure is less satisfying in the absence of a literature management system, but it provides some atomization helpful in finding or filtering local proxy data and in associating locally recorded data with external databases at a later time. For article, chapter, or monographic book the authors, for an entire edited book the editors. The editors of the book in which an chapter appears are not listed here, but as part of the Source text string. Title of the immediate publication (i.e. title of authored chapter, but not of source book or journal). Year as appearing on the publication. Compare TruePublicationDate below. True date of publication, especially if different from stated year. Important for taxonomic or other priority. All remaining information, including Periodical/Volume for articles, or edited book for articles and chapters in a book, with the exceptions of the separate Pages (see below). Pages of article. This may include table, or figure numbers for the reference. Examples: '23-41', '341 pp.', or '20, 22-24, 32' (for non-consecutive pages). International Standard Book Number. @@Although this is an ideal key, this element may be dropped from the selective structure! Only very few references are covered by entire books with ISBN. Articles in journals are far more frequent and it would be more valuable to be better support those. Defines an element with a ref attribute pointing to a Publication (ExternalDataInterface/Publications/Publication) A collection of elements of PublicationRef type. [ATTR: ref] --- The following types build on the PublicationProxy infrastructure: Combines a publication resource reference with a detail location within that reference (esp. page number) Refers to a publication as defined under ExternalDataInterface/Publications [ATTR: ref] Location within publication where the cited data can be found: Page, table, figure number, database record, html document bookmark, etc. (Note: this is not the page range of the entire article!). If publication is a non-persistent web resource that may change or disappear, the date at which the citation was verified to be appropriate should be recorded. It may later be updated, but not through a link checker verifying only technical access: the semantics of the citation have to be verified! If publication is a non-persistent web resource that can not longer be verified, the date it was found to have disappeared (or became semantically inappropriate) may be recorded. Verbatim name as it appears in citation. 'sub name xy' @@ Do we need this? I think the use case may be considered an extension to the Location element. Example: "p. 3, sub Ustilago"@@ A collection of Citation-type elements === Agents (persons, organization, software agent): Used for Agent documentation (an Agent is a person, project, organization, or software agent). Currently used for authors, editors, contributors, and translators. Ideally it connects to an outside definition or documentation of the Agent. Extensions of ProxyBase specific to AgentProxy (The Agent-specific proxy extension is partly modeled after elements defined in vCard 3.0 and Jabber, see http://www.jabber.org /jeps/jep-0054.html.) (Mostly vCard:Org) Full organization or corporate name in multiple languages (en: 'Botanical Garden of ...', de: 'Botanischer Garten von ...'). (vCard:Org.OrgName) The standard Label mechanism also supports acronyms/abbreviations (no vCard equivalent!). For collections, the organisation abbreviation maps to Darwin Core 2: Institution Code. If Agent contains no person definition: the unit within the organization the agent represents, else a list of the various organisational units to which a person may belong. (vCard:OrgUnit) (vCard:OrgUnit) (There is no equivalent to vCard:FN/full name here, this is already covered by proxy Label above). For the problems involved in atomizing names from different cultures compare http://dublincore.org/documents/1998/ 02/03/name-representation/ See also http://efgblade.cs.umb.edu/twiki/bin/ view/SDD/ProxyDataAgentProxy on our own WIKI. @@ To be decided before schema can be published! @@ The full name in preferred sorting sequence, i. e. with main name first. Use case: sorting, reporting in sorted lists. Examples: 'Duarte, Amália Mourinha' (pt), 'Pina de Morales, Ana Maria' (es). (vCard:Sort-String) Professional or academic title of individual person (prefer using Role for job titles!) (vCard:Title) Enumeration of male, female, unknown (vCard no equivalent) Birthday of person. (vCard:BDay, may include time) Death date of a deceased person. (vCard: not surprisingly no equivalent) (Software agents are not handled by vCard!) (Software agents probably need to be extended in future versions.) Role of Person or Organization in context. This element can be used to provide a title such as "Database Administrator" or "Curator" even when no individual person is named. (vCard:Role) @@Note gh: I see a problem with the unparsed address proposals in the original ABCD model and in two of the alternatives presented here, in that the Label for the Agent often requires the addition of city/country to disambiguate multiple agents with the same name (vCard:Adr) @@ To be decided before schema can be published! @@ Telephone/fax/modem numbers (vCard:Tel) [ATTR: number = should be provided in the ITU Recommendation E.164 international format ("+CountryCode AreaCode Number") (vCard:Tel.Number) ATTR: devicetype = voice, fax, mobile, pager, modem (identical with vCard:Tel.Voice etc.; if several are on a single phone number list the phone number with each device type!) ATTR: usagenote = free-form text for constraints on use e. g. "weekdays only" or "home number" (partly: vCard:Tel.Home/Work flags) ATTR: preferred = preferred number, may occur multiple times for different device types (vCard:Tel.Pref)] E-mail addresses (vCard:Email) E-mail address for contact (vCard:Email.UserID; this also has Home/Work flags not supported here) [ATTR: preferred (vCard:Email.Pref)] URI pointing to a homepage with further information. Note: If the Agent has a permanent URN representation, it is expected in ObjectLink in the base type. (vCard:URL, vCard supports only 1 URL) URL for person or organization [ATTR: preferred] URL of logo or icon image; usually of organization but may also be used by a person. (vCard:Logo) (Note: vCard:Note maps to Annotation in the base type!) ### To be decided! PROPOSAL 1: Atomized structure Family names, generational names, clan name, parents/grandparents personal names, etc. This (= last name in western cultures) may be compound ('Fischer von Waldheim', 'da Selva', 'Silvano Morales'). Depending on culture it is not necessarily the name of the parents nor common to the married couple and children, thus 'family name' should be avoided even though used in vCard. (vCard:N.Family) Prefix to name that should be output before name, but is usually not included in sorting. Examples: 'Prof.', 'Dr.', 'von', 'Lord'. (vCard:N.Prefix) Suffix to name that should be output after name, regardless whether it is in sorting sequence (Inherited, Given) or not. Examples: 'Jun.', 'III.'. (vCard:N.Suffix) The name given to a person as a personal name (= first or christian name in western cultures, including 'middle initials') may contain several words ('Ana Maria', 'Jerry B.'). Applicable only to persons. (vCard:N.Given + vCard:N.Middle) May differ from the first given name: second given name, nickname ('Bob' for 'Robert'), etc. (vCard:Nickname) ### To be decided! PROPOSAL 2: Name-variant structure @@ Seq. temporarily made optional @@ Preferred version of complete name in forward sequence as defined by the culture of the name-bearer. Use case: reporting. Examples: 'Maria Amália Mourinha Duarte' (pt), 'Ana Maria Pina de Morales' (es), A version of the name in forward sequence used in informal usage. Use case: reporting. Example: 'Bob Morris' for 'Prof. Dr. Robert Morris', 'Amália Mourinha Duarte' (pt), 'Ana Pina de Morales' (es). ### To be decided! Proposal 1: ABCD-style single string Contact address. Each element should be one address; do not use multiple elements for each line! (vCard:Adr.POBox + .ExtAdr + .Street + .Locality + .Region + .PCode + .Ctry) [ATTR: language, preferred (vCard:Pref)] @@vCard defines further attributes: Home/Work, Postal/Parcel, Dom/Intl Also, vCard atomizes the address, see proposal 2 below. Perhaps at least the country should be specified in ISO 2-letter codes? ### To be decided! Proposal 2: Similar to ABCD-style, but using UDDI-style address lines Contact address. (vCard:Adr.POBox + .ExtAdr + .Street + .Locality + .Region + .PCode + .Ctry) [ATTR: language, preferred (vCard:Pref)] Address line ### To be decided! Proposal 3: model following the atomized vCard fields 1:1. (vCard:Adr.POBox) (vCard:Adr.ExtAdr) (vCard:Adr.Street) (vCard:Adr.Locality) (vCard:Adr.Region) (vCard:Adr.PCode) (vCard:Adr.Ctry) @@vCard defines further attributes: Home/Work, Postal/Parcel, Dom/Intl Abstract base type for AgentRef and MicroAgent. The ref attribute is optional here! Reference to a Agents (ExternalDataInterface/Agents/Agent) Provides a minimalized local Agent definition together with an optional Agent reference (ref attribute). In principle this is derived from AgentRef, but to properly do it Person or role name (e. g., 'head of departement') (voice phone) Defines an element with a required ref attribute pointing to an Agent (ExternalDataInterface/Agents/Agent) Makes the optional base type attribute required. A collection of AgentRef-type elements, i. e. Agents forming a team like an author team. (The sequence of elements in instance documents is informative!) [ATTR: ref] --- The following types build on the AgentProxy infrastructure: Extension of AgentRef with a role attribute and three attributes recording object-specific contributions. The first time an agent (creator or contributor) has edited/made a contribution to an object. If a creator has contributed both as an author and later as an editor of data, two references in these two roles will exist and the contribution dates will be recorded separately. The number of contributions by a specific agent (editing, revising, adding to an object). A collection of RichAgentRef elements. (The sequence of elements in instance documents should be preserved. Within each role it is mandatory. Different roles may, however, be reported in separate sequences.) [ATTR: ref, role, ...] Restriction of RichAgentRef to Creator roles only. Collection (sequence) of Agent elements of type CreatorRef (The sequence of elements in instance documents should be preserved. Within each role it is mandatory. Different roles may, however, be reported in separate sequences.) [ATTR: ref, role, ...] Restriction of RichAgentRef to either Creator or Contributor (but not Owner) roles. Collection (sequence) of Agent elements of type CreatorContributorRef (The sequence of elements in instance documents should be preserved. Within each role it is mandatory. Different roles may, however, be reported in separate sequences.) [ATTR: ref, role, ...] Restriction of RichAgentRef to Contributor roles only. Collection (sequence) of Agent elements of type ContributorRef (The sequence of elements in instance documents should be preserved. Within each role it is mandatory. Different roles may, however, be reported in separate sequences.) [ATTR: ref, role, ...] Restriction of RichAgentRef to Owner roles only (contribution attributes prohibited). Owners and IPRStatements (incl. identity constraints). Entities having legal possession of the data collection content. Owners are defined only for the entire data collection, not for individual descriptions etc. (= http://www.loc.gov/ marc.relators/own) Copyright, terms of use, license and other IPR-related statements like disclaimer or acknowledgement. Giving a copyright statement and a (if possible public) licence is highly recommended! (=DC.Rights) [ATTR: language] The Language values must uniquely identify the Representations within IPRStatements. Collection (sequence) of Agent elements of type OwnerRef (The sequence of elements in instance documents should be preserved. Within each role it is mandatory. Different roles may, however, be reported in separate sequences.) [ATTR: ref, role] --- Note: A modeling problem is that in instance documents Agents within a role are usually ordered (sequence), but different roles not (authors+editors = editors+authors). UBIF 1.0 until beta 14 (available on WIKI!), attempted to solve the problem by introducing a 2-layer collection with Creators/AgentRole[@role='aut']/Agent[@ref]. Now this has been abandoned because it introduced too much complexity. --- types related to Agent references: A collection (seq) of name strings, used for publication authors or editors and for collectors, i. e. whenever the identity of an Agent is doubtful and can not associated with an Agent without doubt Authors or Editors expressed only as string, e.g. in publications where the identity of creators can often not be discovered. Optionally, the ref attribute may refer to an agent if the relation between string and Agent can be assessed. (The sequence of elements in instance documents is informative!) [ATTR: ref] Reference to a Agents (ExternalDataInterface/Agents/Agent) RevisionData (creators, dates, revision) for the entire project/data set or individual objects. If RevisionData exist at all, at least one creator(author or editor) is required. (= DC.Creators) General contributors, or translators. (= DC.Contributors) @@Request for discussion: Translator-Contributors are currently not listed on individual Representation elements. Only a general statement about all translations together can be made. Should this be changed? Also: should one Representation be marked as 'Original/ SourceForTranslation'? @@ Date/time when the intellectual content (project, term, description, etc.) was created. Applications may initially set this to the system date for new data objects, but authors must be able to change it to an earlier date if necessary. If for legacy data this is imprecisely known, it may be missing here. Earlier versions in other data formats should then be mentioned in the copyright or acknowl. statements. (= DC.Date.Created) Date/time when the last modification of the object was made. If in online data sources the provider can not assess this, the current date/time may be substituted. For legacy data this may be set to the file date of imported data, or estimated. (= DC.Date.Modified) Intended to be a rough estimate by authors/editors rather than exact statements. RevisionStatus refers primarily to the correctness of data already entered, but includes an estimate of completeness relative to the stated scope (e. g. taxonomic or geographic scopes in the project definition). However, if the project goal is to describe the frequent species of a group, the project status may be 'FullyRevised' even if many other species in the group are missing. === Geography: Used for resources like geographical names or places. Provides either a simple free-form text, or a connection to an external resource. Extensions of ProxyBase specific to LocalityProxy Geographical coordinates (decimal longitude/latitude) of the location from which the object or observation was collected. Includes geodetic datum and an optional verbatim text representation. Defines an element with a ref attribute pointing to a Locality (ExternalDataInterface/Geography/Locality) A collection of LocalityRef-type elements. The sequence of elements in instance documents is semantically irrelevant and may be changed. Reference to a locality defined in ExternalDataInterface/Geography/Locality [ATTR: ref] === Media (especially images, audio/video): Extends resource proxy type with optional encoded data content (esp. images embedded in xml document) and with a Type (Image/Audio/Video, etc.). Extensions of ProxyBase specific to MediaResourceProxy Type of medium, based on DCMI Type vocabulary (= DC.Type) An optional caption for a resource, esp. if it will be presented embedded in another document. Captions can be provided in multiple languages. Differs from the resource Label, wihich is closer related to a 'title'. @@ Issue: captions, even in multiple languages, may be obtained from the service provider. Even then it may be desirable to override them! Do we need two collections: InheritedCaption and CaptionOverride? This seems to be awkward whenever there is no ServiceProvider! Also, Label can contain a "title" only in a single language! @@ Creators, Revision status, and dates for the media resource Optionally the full resource data may be embedded (as an alternative or in addition to defining a URI). Note: A resource like an image should be directly encoded, i.e. not wrapped into a MIME object first. Defines an element with a ref attribute pointing to a MediaResource (ExternalDataInterface/MediaResources/MediaResource) A collection of MediaResourceRef elements. The sequence of elements in instance documents is semantically relevant and should be preserved. (the sequence in instances is informative!) [ATTR: ref] [Not yet used] A media resource element embedded in a group is provided solely to allow reuse together with the necessary identity constraints for the ref attribute. Limitations of xml Schema prevent the definition of identity constraints on the MediaResourceReftype itself. (the sequence in instances is informative!) [ATTR: ref] === Measurement units: Provides an extensible definition mechanism for measurement units like meter, mm, µm, liter/litre, °C, m/s, etc. May also be used dimensionless scaling factors like %! Label contains a language/culture- specific long form of the measurement unit, e. g., 'liter' (en-us) or 'litre' (en-uk) for 'L.' Label and InternationalAbbreviation text allow some xhtml formatting to support, e. g., "mm2". Note: "International Standard ISO 31 (Quantities and units), 1992 may be relevant here, but it seems not available online. Printed version: ISO Standards Handbook: Quantities and units. 3rd ed., International Organization for Standardization, Geneva, 1993, 345 p., ISBN 92-67-10185-4, 182.00 CHF. A useful online resource is http://hem.fyristorg.com/ojarnef/fys/ metric-units-comp.txt Extensions of ProxyBase specific to MeasurementUnitProxy A scientific abbreviation considered language and audience independent. It may contain formatting to express "mm2". Note that the Abbreviation element available in most label types does not support formatting! True if unit is SI unit or a derived unit acceptable in scientific publications. False for local/historical units like feet and velocity in fathoms per fortnight :-). True indicates that unit should be output before the value (as in 'pH 7.0'). Default is false. Describes relations to other units that can be expressed through a simple multiplication factor (i. e. not cubic meter = meter * meter * meter, or Celsius to Fahrenheit) @@ Do we really need multiple relations or is a single relation to the base unit sufficient? @@ Ideally the relation should always be defined towards the base unit, e. g., km, cm, mm, µm all to meter. Multiply current unit with this factor to obtain related unit referenced above. Refers to a MeasurementUnit (attribute ref is required) Abstract base type for MeasurementUnitRef and MicroMeasurementUnit. Here the ref attribute is optional! ref refers to a measurement unit id (Terminology/General/MeasurementUnits) Provides a minimalized measurement unit identified through a local (and presumably international) abbreviation - together with an optional Measurement Unit proxy reference (ref attribute). A scientific abbreviation considered language and audience independent. It may contain formatting to express "mm2". === Public objects carrying a key also generally provide for developer annotations/comments (undefined language), version extensions for future versions of UBIF, and custom extensions (= "application annotations"). Version extension (Ext), CustomExtensions, and Annotation/comment free-form text. Internal notes/management comments (not multilingual). Annotations should be displayed only in a 'designer' or 'revision' mode' and are expected to be invisible to users who only want to consume or apply the data. They are appropriate for rough, unedited comments, but should not contain confidential information. Extension mechanism to implement forwards compatibility in a new version of the standard (i. e. old applications can process newer data versions; compare backwards compatibility using optional elements anywhere). Community extension mechanism, e. g., for application-specific data. To allow forward compatible extensions of UBIF and derived schemata, an extension container for the target namespace is provided for the use by the designers of the schema. Only the developers of the standard namespace may place elements here! This provides an extension mechanism to the standard model that may be used, e. g., to store application-specific data. Recommendation: UBIF applications that both import and export data may implement the loss-less round-tripping of data. The information of all imported custom extensions, even if those that are not interpreted, should be preserved as string and later exported unchanged. Each custom extension contains xml content defined in another namespace. This may either be application-specific, or several applications may agree on common custom extensions. [ATTR: name, version] The content or CustomExtension is not further validated against a schema by validating xml processors. However, it must be well-formed xml and it is not possible to directly store a text string (content model mixed="false"). Identifier chosen by the target application(s) for which the content in the extension container is intended. The only purpose of this attribute is that application(s) generating a type of custom extension recognize the target identifier, while other applications just pass this through. Optional information about which version of the custom extension definition has been used. === Key/ref infrastructure for linking within a data set: This allows to define (and redefine) the value type for keys and keyrefs Note: the use of attribute groups instead of globally defined and referred attributes is a work-around for problems occurring with attribute definitions in included library schemata. The use of global attributes by ref caused validation or namespace problems, even though this library has no target namespace (chameleon pattern); Spy 2004.4 says, e. g., ... attributes that need to be qualified because your schema uses attributeForm = qualified or global attributes. You must specify a prefix for your schema namespace. An optional attribute to add a human-readable equivalent to the numeric primary identity key, intended to simplify debugging. The attribute can be discarded or updated at any time. Applications should not produce exports containing this attribute, instead it can be generated using xslt (based on labels/abbreviations). An optional attribute to add a human-readable equivalent to the numeric ref to simplify debugging. A debugref always points to the associated debugkey. The attribute can be discarded or updated at any time. Applications should not produce exports containing this attribute, instead it can be generated using xslt (based on labels/abbreviations reached through key/ref). === Options to link using URLs or GUID + resolving mechanisms (used especially for UBIF data proxies): The object linking mechanisms used by the ProxyBase type may also be used by other objects! LifeScience ID (without the constant prefix 'urn:lsid:'). 3 to 4 parts separated by colon, the 1st part is the url of a life science authority service that provides metadata on how to obtain the object references in part 2 (namespace = data collection), 3 (object ID) and 4 (optional object version). Example: lsid.gbif.org:DataCollectionID:ID/1§31~b+:v2 Digital object identifier (an ID scheme advanced by the library community). A URL directly providing an object representation. In contrast to the URN types LSID or DOI this should resolve directly. The URL may be a query string (with ID embedded), for example: "http://x.y.fr/pub/au=smith?yr=1998". In the case of URLs multiple definitions may be defined to reduce the likelihood of failure. [The element sequence in instance documents is informative and should be preserved.] === Basic type library: === Basic generic types normalized string required to contain at least 1 character (this removes the xml string anomaly, i. e. either element/attribute may be optional, but if they are required the content may not be an empty string) normalized string restricted to 1..50 character length to be used for abbreviations (the recommended length of abbreviations is usually much shorter, but 50 characters should be a normalized string restricted to 1..255 character length (i. e. required, may not be empty string) Double precision numeric value in the range of [0..1] Colors defined as RGB (red-green-blue) values combined as hex-encoded into a string, like in html. Example: #EE88FF. Colors may also be expressed as HSV (hue-saturation-luminance), but this is convertible to RGB. RGB is preferred because it is used in HTML. Html also allows a shortend version with only 3 hexadecimal values. A pattern supporting both would be: #(([0-9]|[a-f]|[A-F]){3}|([0-9]|[a-f]|[A-F]){6}) Derived string type with restricting patterns Life Science ID (= string restricted by a regular expression pattern). Annotation of the pattern: 5 to 6 parts separated by colon 1. The string URN (case-insensitive) 2. The string LSID (case-insensitive) 3. AuthorityID = DNS token with at least 2 parts plus a top-level domain with 2-5 characters (case-insensitive) (In earlier LSID specs this was assumed to be a DNS name; the final spec. however says: "The authority identification is usually an Internet domain name. In this case it is recommended that it be owned by the organization that assigns an LSID in question. Such organization is responsible for ensuring the uniqueness of the string created from the namespace, object and revision identifications. In the case where the authority identification string is not an Internet domain name, the authority should take care to ensure that it is a unique string and if possible, register that unique string with the organization that is currently the authority for the URN Namespace Identifier (NID) "lsid"" 4. Data collection identifier/namespace: non-whitespace characters except colon (case-sensitive) 5. Object ID: non-whitespace characters except colon (case-sensitive) 6. Object version (optional): non-whitespace characters except colon (case-sensitive) Earlier, more specific specs at http://www.i3c.org/wgr/ta/resources/lsid/docs/LSIDSyntax9-20-02.htm had more restrictions on authority (DNS name!) and fewer characters beyond US-ASCII and digits. A pattern matching the earlier spec. was (extended with "local"): pattern value="[Uu][Rr][Nn]:[Ll][Ss][Ii][Dd]:((local)|(([0-9A-Za-z\-]+\.){2,}[A-Za-z]{2,5}))(:[0-9A-Za-z][0-9A-Za-z\(\)\+,\.=;$" _!\*'\-]+){2,3}" Example: urn:LSID:www.gbif.net:DataCollection.Namespace:ID/$17+731_b:v2.1 Compare LSID, this omits the prefix 'urn:lsid:' Digital Object Identifier (standalone, not embedded into URI syntax) Pattern based on http://www.doi.org/handbook_2000/enumeration.html#2.2 which states that all DOIs start with "10." then a free prefix, then "/", then suffix. An additional constraint not expressed here but possible to implement would be that in the Appendix the pattern "\S/" (single character followed by slash) for the suffix (i.e. after the first slash) is reserved for future extensions. String containing a format pattern of the type used in the xslt format-number function A generic or higher taxon name (monomial) under the bacteriological, botanical, viral, and zoological code, with a pattern to fulfill the following rules: a) First character must be upper case [A-Z]; b) Second and following characters must be lower case [a-z], i.e. without accentuation but with e diaresis ("ë") being allowed as an exception in botany; c) From third character on, a hyphen may occur as well. Note that Genus hybrid flags are expected to be stored separately! Based on ABCD, S.Blum 12/2002. W.Berendsohn 12/2003. The rules above should apply to generic names under all codes; if an exception is discovered, the change in constraints should be implemented as an extension [SB]. Note that a maximum length of 255 characters is stipulated to simplify the design of persistent databases [GH]. Notes regarding the admission of ë and hyphen (only for botany):
ICBN St. Louis: Art. 60.6. Diacritical signs are not used in Latin plant names. In names (either new or old) drawn from words in which such signs appear, the signs are to be suppressed with the necessary transcription of the letters so modified; for example ä, ö, ü become, respectively, ae, oe, ue; é, è, ê become e, [...]. The diaeresis, indicating that a vowel is to be pronounced separately from the preceding vowel (as in Cephaëlis, Isoëtes), is permissible.
Bacteriology: Diacritic signs are not used in names or epithets in bacteriology [Rule 64].
ICZN, Article 11: "Mandatory use of Latin alphabet... a scientific name must when first published have been spelled only in the 26 letters of the Latin alphabet; the presence of diacritic marks, apostrophes, diphthongs or the additional letters of the Scandinavian alphabet does not render the name unavailable, but marks must be removed, diphthongs separated and the Scandinavian letters transliterated. " Also: digits or symbols must be spelled out in latin, hyphenation must be contracted.
The pattern should prevent a hyphen as the last character! Two hyphen in a row are still possible, but considered irrelevant. Example: "Epichloë".
A specific or infraspecific epithet name string under the bacteriological, botanical, viral, and zoological code, with a pattern to fulfill the following rules: a) contains only lower case characters [a-z] or e-diaresis (ë). Not that this data type can not be used for cultivar names, which may contain blanks and accented or other letters. The pattern should prevent a hyphen as the last character! Two hyphen in a row are still possible, but considered irrelevant. Example: "vitis-ideae". === The following Range, Date, and Coordinate types describe frequently recurring simple type combinations in a element with attributes -- Element with 2 attributes to define a range: Lower and upper value as required attributes (no default values) Lower and upper probability value as required attributes (no default values) Contains lower/upper estimate attributes; used, e. g., for certainty and frequency! The default values are 0 and 1, indicating that no estimate was possible. -- RGB color polygon expressed as a list of RGB values (these should form a single polygon when connected, which is not validated in the schema!) A single color value or a color polygon defining an area in color space (i. e. not a spatial polygon having a color!) A single point in color space, or multiple points forming vertices of a polygon area in color space. When using a polygon this defines an estimated color range into which the single or variable true color values of the object fall. -- Types for composite gregorian calendar date/time (points in time where parts may be missing; following the seven property model described, e. g., in xml Schema 1.1 (http://www.w3.org/TR/2004/WD-xmlschema11-2-20040716/#theSevenPropertyModel). Instead of gYear, gMonth, gDay integer types with constraining facets are used for two reasons: a) each of them may have a timezone, which may lead to inconsistent data with multiple timezones; b) the lexical representation seems to be occasionally poorly implemented (e.g. where '31', or '---5' are accepted, whereas valid examples are '---31', '---05', and '---05+02:00'). In addition to the seven property model additional text attributes for either unsharp additions or complete verbatim dates are added. Note that incomplete dates in most cases are calendar specific and incomplete non-gregorian dates can not be expressed. Furthermore, for complete dates it may be unclear whether a reformed or unreformed date has been used (e.g. in Russia in the 19th century). Date separated into attributes so that any part of the date may be missing [ATTR: year = four digit year; month = two digit month of year; day = two digit day of month verbatim = unparsed textual date representation supplement = text additional or modifying the exact dates, e. g., 'end of summer', 'first half or year', 'first decade of month', '1888-1892'. timezone = expressed as integer according to the xml schema seven parameter model The four digit year in the Gregorian calendar (in Western cultures usually without a suffix or with 'AD/Anno Domini', 'CE/Common Era'; negative years with 'BC/Before Christ', 'BCE/Before Common Era'). Whether a year 0 is used or not differs between a true Gregorian calendar and recent astronomic usage, xml schema is likely to change its position, see xml schema draft 1.1. Thus database designers should not use 0 as a missing value representation for year. two digit day Text in addition to or modifying the exact date components, e. g., 'end of summer', 'first half or year', 'first decade (of month)', '1888-1892'. An uninterpreted text representation of the original date information (date range, 'summer', perhaps unreformed Russian dates, etc.); as close as possible to the (digital/printed/handwritten) information source. Timezone expressed in minutes. In the seven property model (http://www.w3.org/TR/2004/WD-xmlschema11-2-20040716/#theSevenPropertyModel) the timezone has a range of +/- 14 hours (14 * 60 = 840 minutes). Date + Time separated into attributes so that any part of the date may be missing. [ATTR: see CompositeDate type, plus: time] '24' may only occur if both minute and second are zero (http://www.w3.org/TR/2004/WD-xmlschema11-2-20040716/#theSevenPropertyModel). The normal range should be 0-59, but 60 may occur for UTC leap-seconds (http://www.w3.org/TR/2004/WD-xmlschema11-2-20040716/#theSevenPropertyModel). An additional validator may choose to validate this. The simplest validation would attempt to convert those Composite date instance that containing all seven elements to a xs:dateTime value. -- Types for geographical coordinates Latitude of geographical coordinates in decimal degrees (i.e. 30° 30' would be expressed as 30.5) Longitude of geographical coordinates in decimal degrees (i.e. 30° 30' would be expressed as 30.5) ATTR: latitude, longitude (in decimal degrees), geodeticdatum (esp. if different from a Greenwich-based datum). Longitude is expressed from -180 to 180°, East longitude being plus and West longitude being minus. Where knowledge of the geodetic datum is readily available it should be passed on. However, in most situations no undue resources should be invested into researching the geodetic datum when this is unknown. Many geodetic datum systems result in differences only up to a 100 m, some up to several hundred meters. For many purposes in biodiversity sciences are acceptable. The 'World Geodetic System 1984 (WGS-84)' is the most commonly used geodetic datum. It is used, e. g., by the 'Global Positioning System (GPS)'. Other important systems are used (e. g., ITRF, ETRS89, NZGD2000, OSGB36, ED50, see also http://www.ncgia.ucsb.edu/education/curricula/giscc/units/u015/tables/table03.html or http://www.colorado.edu/geography/gcraft/notes/datum/edlist.html). The differences between WGS-84 and International Terrestrial Reference Frame (ITRF) are in the centimeter range worldwide, and ETRF 89 and NAD 83 are identical to WGS84 for Europe and North America, respectively. -- As an exception to what has been said above are historical coordinates (for most countries up to ca. 1900, much later for France) may be based on a prime meridian other than Greenwich/Airy (e. g., the NTF datum uses Paris as its prime meridian, 2.33723° east of Greenwich). An uninterpreted text representation of the coordinate data (latitude/longitude, UTM, TRS, etc.), as close as possible to the (digital/printed/handwritten) information source. === Various complex types Three attribute provide options to express sex as code (enumerated vocabulary), free-form text (perhaps interpreted), or verbatim (uninterpreted original version). At least one attribute should be present; this can not be validated by the schema. Controlled vocabulary to express sex status for clinical human or biological purposes. The string present in the source database, either in addition to or instead of code (especially no mapping to the controlled vocabulary has been implemented yet, or if a specific value can not be mapped. This differs from verbatim in that it claims no special status and may contain any amount of interpretation relative to the original source (e. g., a specimen label) An uninterpreted text representation of the original sex information; as close as possible to the (digital/printed/handwritten) information source. Telephone, fax, etc. number ATTR: number = should be provided in the ITU Recommendation E.164 international format ("+CountryCode AreaCode Number") (vCard:Tel.Number) ATTR: devicetype = voice, fax, mobile, pager, modem (identical with vCard:Tel.Voice etc.; if several flags apply to a single phone number list the phone number multiple times!) ATTR: usagenote = free-form text for constraints on use e. g. "weekdays only" or "home number" (partly: vCard:Tel.Home/Work flags) ATTR: preferred = preferred number, may occur multiple times for different device types (vCard:Tel.Pref) Numbers should be provided in the ITU Recommendation E.164 international format ("+CountryCode AreaCode Number"). Note that telephone device types are not necessarily exclusive (voice/fax, mobile/modem, etc.) and vCard 3.0 allows multiple for a single number. However, in UBIF this can be represented by adding a single number multiple times for each device type. This attribute should not have a default value voice, even though this is the most likely case. However, an exporting database may not have properly reported the type, or the type may be indicated only in the usage note. Free-form text for constraints on use e. g. "weekdays only" or "home number" (partly: vCard:Home/Work flags) === Extension of xs:language and a reference element using Language Union of xs:language with '-' for language-neutral (e.g. scientific names) and '?' for unknown. Language follows RFC 3066 'Tags for the Identification of Languages': a two-letter code taken from ISO 639 part 1 or a three-letter code taken from ISO 639 part 2, followed optionally by a two-letter country code taken from ISO 3166. (Notes: When a language has both a two-letter and three-letter code, use the two-letter code. RFC 3066 replaces RFC 1766.) Defines an element with a required 'language' attribute Complex types that add attributes 'language' or 'preferred' to the simple types String, String255, anyURI: Note: the use of attribute groups instead of globally defined and referred attributes is a work-around for problems occurring with attribute definitions in included library schemata. (single 'language' attribute) Attribute for Language, used by-reference (single 'language' attribute) Attribute for Language, used by-reference (single 'preferred' attribute) Elements with preferred = true indicate recommendation by the data provider. The consumer may have reasons to make a different choice. Note on current usage: these types are used by ABCD and UBIF, but not by SDD (which uses mostly audiences instead of language) String (i. e. xs:string with minimum length=1) extended with *optional* language attribute String255 (i.e. xs:string with length 1-255), extended with *optional* language attribute String (i. e. xs:string with minimum length=1) extended with *optional* preferred attribute String255 (i.e. xs:string with length 1-255), extended with *optional* preferred attribute String (i. e. xs:string with minimum length=1) extended with *optional* language and preferred attributes String255 (i.e. xs:string with length 1-255), extended with *optional* language and preferred attributes xs:anyURI extended with *optional* Preferred attribute === Some text data support limited xhtml. (Could appropriate elements from xhtml be imported and encapsulated here?) Collection of language-specific label representations Language-specific label representation [ATTR: language] Language-specific simple label, using simple formatted text Label text in a specific language. Restricted to 50 characters maximum length, including blanks (recommended to be shorter!). Label abbreviations are especially important when displaying information in a tabular format. Collection of language-specific label representations Language-specific label representation [ATTR: language] LabelRepr with short inherited Text extended with longer Details text. Optional text of unconstrained length, elaborating details of the ShortText Text with primary language plus multiple optional translations; used, e. g., in PublicationProxy type. A string, e. g. the title of a publication, having a single primary language. [ATTR: language] Translations from the primary language [ATTR: language] === Statements are a special form of complex text expressions Text, optional Details (both free-form text) and optional URI. A concise representation of a statement (copyright, acknowledgement, etc.). Recommended to be as short as possible, but actual length is unconstrained. Optional text of unconstrained length, elaborating details of the ShortText An optional resource on the net providing details on the statement (may be used as an alternative to the long text). A sequence of various intellectual property right (= IPR) statements, with a language attribute on the entire sequence. Other forms of IPR declaration not yet covered (e.g., database rights); also used in cases where an automatic converter can not decide whether a statements is copyright, licence, etc. Copyright may include the information that the data has been released to the public domain. To be used if data are placed under a public license (GPL, GFDL, OpenDocument). Placing data under a public license while maintaining copyright is recommended! (= DC.Rights.Licence; new 2004) Defines conditions under which the data may be analyzed, distributed or changed. "Terms of use" includes concepts like "Usage conditions" and "Specific Restrictions". Disclaimer statement, e. g. concerning responsibility for data quality or legal implications. A free form text acknowledging support (e. g. grant money, help, permission to reuse published material, etc.) === The following types are currently unused (August 2004), but may be used in the future or by other standards. [Unused!] Valid states are true, false, and default. A name whose only value is "default", used for union definitions. [Unused!] Valid states are true, false, and default. A name whose only value is "default", used for union definitions. === Enumerations to support interoperability: Internal formatting note: Annotations of individual enumerated values should be written as ^"short label" + " -- " + "detailed information". An xslt transforms such schema annotations into a data document that can directly be used in user interfaces. -- a) Generic enumerations Revision Status is applied to the entire data collection as well as to individual objects (a specimen, a class description, etc.). Exact semantics are only defined for the first and the last category. The semantics of the intermediate (level 1 to 5) may be chosen freely by the user, but the relative position should be maintained. If, for example, three revision steps are planned (2 intermediate, reaching FullyRevised on third), it is recommended to use RevisionLevel2, RevisionLevel4, FullyRevised. Unrevised -- The data have been input, but no separate revision was performed. Revision level 1 of 5 -- For example, in a collection less than ca. 20 % of the data are revised, or on a single object only a plausibility check has been performed. Revision level 2 of 5 -- For example, in a collection ca. 41-60 % of the data are revised, or on a single object the data are compared carefully with the source. Revision level 3 of 5 -- For example, ca. 41-60 % of the data are revised. Revision level 4 of 5 -- For example, ca. 61-80 % of the data are revised. Revision level 5 of 5 -- For example, more than 80% revised (but not yet completed). Revision completed -- This does not necessarily imply that the data are complete in a scientific sense. They are completely revised only under the available time and the goals set for the project. Restricted to integer values from 0 to 5. 0 is defined as unspecified level, and 1 to 5 indicates expertise from schoolchildren to taxonomic expert. See the description of the values for recommendations for interpreting and choosing the expert level. 0 = Unspecified expertise level -- Use this if the expertise level of can not be assessed (e. g. when exporting data) or is considered irrelevant. 1 = Elementary school (year 1 to 6) 2 = Middle school (year 7 to 10) 3 = High school (year 11 above) and general public -- When addressing this level specialized terminology or jargon should be avoided. 4 = University students or (partly) trained staff -- This level uses specialized terminology, but avoids or explains problematic terms. 5 = Experts -- This level uses the full range of terminology This enumeration is identical with the DCMI Type Vocabulary (http: //dublincore.org/documents/dcmi-terms/, as of 6/2004), except that an additional type "Other" has been added. Its purpose is to provide a framework of broad media or resource type terms, without the technical detail provided by the large number of MIME types. The annotations are largely based on those from the DublinCore metadata initiative vocabulary. Collection -- A collection is an aggregation of items. The term collection means that the resource is described as a group; its parts may be separately described and navigated. Dataset -- A dataset is information encoded in a defined structure (for example, lists, tables, and databases), intended to be useful for direct machine processing. Event -- An event is a non-persistent, time-based occurrence. Metadata for an event provides descriptive information that is the basis for discovery of the purpose, location, duration, responsible agents, and links to related events and resources. The resource of type event may not be retrievable if the described instantiation has expired or is yet to occur. Examples - exhibition, web-cast, conference, workshop, open-day, performance, battle, trial, wedding, tea-party, conflagration. Image -- An image is a primarily symbolic visual representation other than text. For example - images and photographs of physical objects, paintings, prints, drawings, other images and graphics, animations and moving pictures, film, diagrams, maps, musical notation. Note that image may include both electronic and physical representations. Interactive Resource -- An interactive resource is a resource which requires interaction from the user to be understood, executed, or experienced. For example - forms on web pages, applets, multimedia learning objects, chat services, virtual reality. Moving Image (Video) -- A series of visual representations that, when shown in succession, impart an impression of motion. Examples of moving images are: animations, movies, television programs, videos, zoetropes, or visual output from a simulation. Comment: Instances of the type "Moving Image" must also be describable as instances of the broader type "Image". Physical Object -- An inanimate, three-dimensional object or substance. For example -- a computer, the great pyramid, a sculpture. Note that digital representations of, or surrogates for, these things should use Image, Text or one of the other types. Service -- A service is a system that provides one or more functions of value to the end-user. Examples include: a photocopying service, a banking service, an authentication service, interlibrary loans, a Z39.50 or Web server. Software -- Software is a computer program in source or compiled form which may be available for installation non-transiently on another machine. For software which exists only to create an interactive environment, use interactive instead. Sound -- A sound is a resource whose content is primarily intended to be rendered as audio. For example - a music playback file format, an audio compact disc, and recorded speech or sounds. Still Image -- A static visual representation. Examples of still images are: paintings, drawings, graphic designs, plans and maps. Comment: Recommended best practice is to assign the type "text" to images of textual materials. Instances of the type "Still Image" must also be describable as instances of the broader type "Image". Text -- A text is a resource whose content is primarily words for reading. For example - books, letters, dissertations, poems, newspapers, articles, archives of mailing lists. Note that facsimiles or images of texts are still of the genre text. Text may contain embedded still image illustrations, e. g., formatted html pages. Other -- Use this category if the resource does not seem to fit into any of the categories provided above. Kind of phone number: voice, fax, mobile, pager, modem. These enumerated values are identical with vCard 3.0 flags (several of which can be added to a single phone number; to represent this in the UBIF interface duplicate the phone number itself!) voice phone number fax number mobile phone number modem number pager number Enumeration restricted to integer values from 1 to 5, indicating an arbitrary rating (meaning, e. g., 1 = disagree strongly, 2 = rather disagree, 3 = neutral or undecided, 4 = rather agree, 5 = agree strongly). This enumeration is of limited usefulness and could be replaced by an restriction on integer, but using the enumeration the semantics of agreement/disagreement or positive/negative rating can be communicated in a culture-neutral way (in German 1 is generally considered best and 5 worst, in English 1 worst, 5 best...). Aufzählung von ganzzahligen Werten zwischen 0 u. 5 für beliebige Bewertungsskalen. Beispiel für Interpretation der 5 Werte: 1 = ablehnend, 2 = eher ablehnend, 3 =neutral oder unentschieden, 4 = eher zustimmend, 5 = zustimmend) 0 -- Undecided (not yet rated). 1 -- For example, "disagree strongly", or "very poor". 2 -- For example, "rather disagree", or "poor". 3 -- For example, "neutral", "average", "undecided". 4 -- For example, "rather agree", or "good". 5 -- For example, "agree strongly", or "very good". Values are ltr (left to right), rtl (right to left). Compare CSS2 and the XHTML 2.0 bi-directional text module. Note: A future UBIF version may also include lro/rlo = left-right-overide/right-left-overide, if this is found to be necessary. [ltr] -- left-to-right text direction (e.g., English) [rtl] -- right-to-left text direction (e.g., Arabic) In statistical analysis it is often vital to know some basic properties of the values that are being analyzed. Some of these properties can be summarized in the form of a measurement scale. Higher scales can always be analyzed under the assumptions of a lower scale (ordinal data can be analyzed as nominal, ratio as interval). Those values from StatisticalMeasurementScaleEnum addressing numerical data ('ratio' and 'interval'). Note: Occasionally "integer" or "cardinal" (versus real numbers) are also considered part of the measurement scale. This should be avoided because: a) All combinations of interval/ratio and discrete/continous are possible. b) The important distinction is whether a measurement is based on a continuous or discrete scale. Although in most cases this is equivalent with integer versus real numbers, it is not necessarily so. An ANOVA will report false significance not only when values come from "1, 2, 3 and 4", but also when they come from "1.2, 2.4, 3.6 and 4.8". interval -- real numeric (= floating point) values, where 0 is an arbitrarily defined point. As a consequence, ratios are undefined and only the intervals between values can be analyzed. Example: Temperature in °C or °F. ratio -- real numeric (= floating point) values (DELTA: type 'RN'), where 0 is an objective point and ratios can thus be analyzed. Example: length measurements. Most measures belong into this category and it is acceptable to assume the 'ratio' scale when importing DELTA legacy data. Those values from StatisticalMeasurementScaleEnum addressing categorical data ('nominal' and 'ordinal'). nominal -- unordered categorical states (DELTA character type 'UM') ordinal -- ordered categorical states (DELTA character type 'OM'). Unless a separate tree defines more specific ordering, the order is assumed to be linear in the sequence in which the categories are enumerated in their definition. -- b) Statistical categories Note: No satisfying external ontology for statistical methods could be found; the statistics section of MathML 2.0 (statistics.xsd) seems strangely incomplete! An enumeration of univariate statistical measures supported by UBIF (esp. used by SDD). The list is intended to be more complete than normally necessary at least in biological morphometrics. Missing measures should be requested for addition in a future version of this schema. Compare also UnivarStatMeasureWithParamEnum, containing further statistical measures that use an additional parameter (for percentage of percentile or confidence interval, etc.). [-] -- Lower range limit (human estimate) -- Free estimate made by human observer for the lower range limit (no statistical sampling and calculation was used). This method is appropriate when it is known that the values are derived from experience with the described objects (perhaps from memory) or from scanning a sample of objects and measuring those objects considered 'typical'. This method is not appropriate for single measurements or for calculations based on statistical methods (which provide exact 'statistical estimates'). Compare also the 'UnknownMethod'-methods that are provided for legacy data. [-] -- Untere Grenze (Schätzwert, ohne Berechnung) -- Freie Schätzung ohne Verwendung statistischer Probenahme und Berechnung. ObserverEstimate LowerRange false [+] -- Upper range limit (human estimate) -- Free estimate made by human observer for the upper range limit (no statistical sampling and calculation was used). This method is appropriate when it is known that the values are derived from experience with the described objects (perhaps from memory) or from scanning a sample of objects and measuring those objects considered 'typical'. This method is not appropriate for single measurements or for calculations based on statistical methods (which provide exact 'statistical estimates'). Compare also the 'UnknownMethod'-methods that are provided for legacy data. [+] -- Obere Grenze (Schätzwert, ohne Berechnung) -- Freie Schätzung ohne Verwendung statistischer Probenahme und Berechnung. ObserverEstimate UpperRange false [centr.] -- Central or typical value (human estimate) -- Free estimate made by human observer for a single central or typical value (no statistical sampling and calculation was used). This method is appropriate when it is known that the values are derived from experience with the described objects (perhaps from memory) or from scanning a sample of objects and measuring those objects considered 'typical'. It is not appropriate for single measurements nor for calculations based on statistical methods (which provide exact 'statistical estimates'). Compare also the 'UnknownMethod'-methods that are provided for legacy data. [centr.] -- Mittlerer oder typischer Wert (Schätzwert, ohne Berechnung) -- Freie Schätzung ohne Verwendung statistischer Probenahme und Berechnung. ObserverEstimate CentralMeasure false [-(?)] -- Lower range limit (legacy data) -- Lower range limit obtained by an unknown method (e. g. human observer estimate or some kind of statistical estimate). The range may, e. g., be mean plus/minus standard deviation, or a range estimate. 'Unknown' is important for legacy data where the statistical measure used is not known. If it is known that a measure is a human observer estimate rather than a defined value, the 'ObserverEstimate' methods should be used instead. UnknownMethod LowerRange false [+(?)] -- Upper range limit (legacy data) -- Upper range limit obtained by an unknown method (e. g. human observer estimate or some kind of statistical estimate). The range may, e. g., be mean plus/minus standard deviation, or a range estimate. 'Unknown' is important for legacy data where the statistical measure used is not known. If it is known that a measure is a human observer estimate rather than a defined value, the 'ObserverEstimate' methods should be used instead. UnknownMethod UpperRange false [centr.(?)] -- Central or typical value (legacy data) -- Central or typical value obtained by an unknown method (e. g. human observer estimate or some kind of statistical estimate). The central value may, e. g., be a single measurement, median, or arithmetic mean. 'Unknown' is important for legacy data where the statistical measure used is not known. If it is known that a measure is a human observer estimate rather than a defined value, the 'ObserverEstimate' methods should be used instead. [Mittl.(?)] -- Mittlerer/typischer Wert (genaue Definition unbekannt) UnknownMethod CentralMeasure false [Min] -- Minimum value -- Absolute smallest value [Min] -- Minimum -- Der kleinste beobachtete Wert StatisticalEstimate LowerExtreme false [Max] -- Maximum value -- Absolute largest value [Max] -- Maximum -- Der größte beobachtete Wert StatisticalEstimate UpperExtreme false [µ] -- Mean (= average) -- This is the normal, arithmetic mean. [µ] -- Mittelwert -- Dies ist der normale, arithmetische Mittelwert. StatisticalEstimate CentralMeasure false [hµ] -- Harmonic mean -- The harmonic mean (reciprocal of the arithmetic mean of reciprocals) is rarely used. Recommendation: if nothing specific is said about a "mean", it can safely be assumed to be an arithmetic mean. [hµ] -- Harmonischer Mittelwert -- Der harmonische Mittelwert (Inverses des Mittelwert der inverses Werte) wird nur selten verwendet. Empfehlung: wenn keine genauere Angabe zu einem Mittelwert gemacht wird kann man davon ausgehen, dass es sich um den arithmetischen Mittelwert handelt. StatisticalEstimate CentralMeasure false [gµ] -- Geometric mean -- The geometric mean (antilog of mean of logarithms) is relatively rarely used. Recommendation: if nothing specific is said about a "mean", it can safely be assumed to be an arithmetic mean. [gµ] -- Geometrischer Mittelwert -- Der geometrische Mittelwert (Umkehrlogarithmus des Mittelwertes der logarithmierten Werte) wird nur sehr selten verwendet. Empfehlung: Wenn keine genauere Angabe zu einem Mittelwert gemacht wird kann man davon ausgehen, dass es sich um den arithmetischen Mittelwert handelt. StatisticalEstimate CentralMeasure false [mode] -- Mode -- The value or value class with the highest frequency (most frequently occurring). Applicable only to unimodal distributions. [mod.] -- Modus StatisticalEstimate CentralMeasure false [med.] -- Median -- The median is the 50 % percentile, i.e. 50% of the sampled values are smaller and the rest is larger than this value. [med.] -- Median (Zentralwert) -- Der Median ist das 50% Quantil, d.h. 50% der Werte sind kleiner, und ebenso viele größer als dieser Wert. StatisticalEstimate CentralMeasure false [IQM] -- Interquartile mean (= average) -- A truncated arithmetic mean, calculated only from those values that lie between 25 and 75% of sample values. This reduces the dependency of the mean on outliers and measurement errors. [IQM] -- Interquartilsmittelwert -- Der arithmentische Mittelwert berechnet auf der Basis der in das symmetrische Intervall um den Median (= 50% der Beobachtungen) fallenden Werten. StatisticalEstimate CentralMeasure false [Var.] -- Variance (sample, df = n-1) -- Variance based on a sample; calculated with n-1 (n = sample size) degrees of freedom. This is the "normal" variance used in almost all cases. A variance is a standard deviation squared. [Var.] -- Varianz (Stichprobe, Freiheitsgrade = n-1) -- Streuung der Werte in einer Stichprobe, berechnet mit n-1 Freiheitsgraden (n = Stichprobenumfang). Dies ist die "normale" Varianz die in fast allen Fällen verwendet wird. StatisticalEstimate VarianceMeasure true [Var. (pop.)] -- Variance (population; df = n; rarely applicable!) -- Variance of population, calculated with n (= sample size) degrees of freedom. Use this if the entire population of objects has been studied. Normally conclusions about the population are based on a sample that has been studied; in this case the "normal" variance with df = n-1 is appropriate. [Var./G] -- Varianz (Grundgesamtheit, n Freiheitsgrade) -- Varianz einer Grundgesamtheit, berechnet mit n (= Stichprobenumfang) Freiheitsgraden. In den meisten Fällen macht man Rückschlüsse auf die Grundgesamtheit anhand einer Stichprobe; in diesem Fall ist die "normale" Standardabweichung mit n-1 Freiheitsgraden zu verwenden. StatisticalParameter VarianceMeasure true [s.d.] -- Standard deviation (sample) -- Standard deviation based on a sample, calculated with n-1 (n = sample size) degrees of freedom. This is the "normal" standard deviation used in almost all cases. [Std.Abw.] -- Standardabweichung (Stichprobe, Freiheitsgrade = n-1) -- Standardabweichung einer Stichprobe, berechnet mit n-1 Freiheitsgraden (n = Stichprobenumfang). Dies ist die "normale" Standardabweichung die in fast allen Fällen verwendet wird. StatisticalEstimate VarianceMeasure false [s.d. (pop.)] -- Standard deviation (population; df = n; rarely applicable!) -- Standard deviation based on the entire population; calculated with n (= sample size) degrees of freedom. Use this if the entire population of objects has been studied. Normally conclusions about the population are based on a sample that has been studied; in this case the "normal" std. dev. with df = n-1 is appropriate. [Std.Abw./G] -- Standardabweichung (Grundgesamtheit; n Freiheitsgrade) -- Standardabweichung einer Grundgesamtheit; berechnet mit n (= Stichprobenumfang) Freiheitsgraden. In den meisten Fällen macht man Rückschlüsse auf die Grundgesamtheit anhand einer Stichprobe; in diesem Fall ist die "normale" Standardabweichung mit n-1 Freiheitsgraden zu verwenden. StatisticalParameter VarianceMeasure false [m.d.] -- Mean deviation -- The mean of the absolute differences from the arithmetic mean of values. The absolute differences are the positive, unsquared differences from the mean. [Mittl.Abw.] -- Mittlere Abweichung. StatisticalParameter VarianceMeasure false [m.d.m.] -- Mean deviation from median -- The mean of the absolute differences from the median of values. The absolute differences are the positive, unsquared differences from the mode. [Mittl.Abw.] -- Mittlere Abweichung vom Median. StatisticalParameter VarianceMeasure false [CV] -- Coefficient of variation (sample) -- Standard deviation (based on a sample), divided by the mean. The values entered should not be expressed as percent, but converted to a true value (use '0.3' for 30%). According to Sokal & Rohlf 1981:59 this is a biased estimate, which may be corrected, compare 'CVC'. [VK] -- Varianzkoeffizient (Stichprobe, Freiheitsgrade = n-1) -- Standardabweichung einer Stichprobe (n-1 Freiheitsgrade) geteilt durch den Mittelwert. StatisticalEstimate VarianceMeasure true true [CVC] -- Corrected coefficient of variation (sample) -- Corrected coefficient corrected by (1 + (1/4n)). Compare, e. g., Sokal & Rohlf 1981:59'. [VK] -- Korrigierter Varianzkoeffizient (Stichprobe, Freiheitsgrade = n-1) -- Varianzkoeffizient korrigiert mit (1 + (1/4n)). Vergleiche Sokal & Rohlf 1981:59'. StatisticalEstimate VarianceMeasure true [TR] -- Total range -- The maximum value minus the minimum value. Also often called "Range" without further qualification like 'absolute', 'total'. This measure can normally be computed automatically based on minimum and maximum. It will be manually entered, if minimum and maximum are not separately cited in a publication. [TR] -- Gesamtdifferenz -- Maximum minus Minimum. StatisticalEstimate VarianceMeasure false [IQR] -- Interquartile range -- This is the length of a symmetric interval around median, containing 50% of observations. [QD] -- Quartilsdifferenz -- Dies ist die Länge eines symmetrischen Intervalls um den Median welches 50% der Beobachtungen enthält. StatisticalEstimate VarianceMeasure false [s.e.] -- Standard error of mean -- The standard error of mean is defined as: "std. dev. / square root(n)" (with n = sample size) [SF] -- Standardfehler (Mittelwert) StatisticalEstimate VarianceMeasure true [s.e.(var.)] -- Standard error of variance (of multiple samples) -- This is not a variance measure of the mean, but a measure of the variance of the variance estimates. [SF (var.)] -- Standardfehler der Varianz (bei multiple samples) -- Der Standardfehler der Varianz kann nur bei mehreren Stichproben bestimmt werden. Dies ist kein Streuungsmaß für den Mittelwert, sondern ein Maß für die Streuung der Varianzschätzungen! StatisticalEstimate Other true [Skw.] -- Skewness -- Coefficient of skewness of a distribution, a measure of the degree of asymmetry of a distribution around its mean: <0 if mode < median, =0 if symmetric, > 0 if mode > median. [Sch.] -- Schiefe -- Schiefe der Verteilung: <0 wenn Modus < Median, =0 wenn symmetrisch, > 0 wenn Modus > Median. StatisticalEstimate Other true [Kurt.] -- Kurtosis -- Coefficient of kurtosis of distribution, a measure of the "peakedness" of a distribution. A normal distribution has a value of 0.263, larger values indicate wider, smaller narrower distributions. [Kurt.] -- Kurtosis -- Exzess (Kurtosis) der Verteilung. Eine Normalverteilung hat einen Wert von 0,263, größere Werte zeigen zu breite, kleinere Werte zu schmale Verteilungen an. StatisticalEstimate Other true [n] -- Stichprobenumfang -- Die Anzahl der Beobachtungen auf denen die angegebenen statistischen Maße (Mittelwert, Standardabweichung, etc.) beruhen. [n] -- Sample size -- The number of objects studied and on which the other reported statistical measures (mean, standard deviation, etc.) are based. StatisticalParameter SampleSize true An enumeration of parameterized univariate statistical measures supported by UBIF (esp. used by SDD). [-CI{ParameterValue}] -- Lower limit of {ParameterValue}% confidence interval for mean. -- The confidence interval is defined as a range into which the true mean of the distribution falls with a certain probability. The parameter expresses the confidence level in percent. Typical values are: 99.9% (= 0.05% from left!), 99% (= 0.5% from left), 95% (= 2.5% from left), 90% (= 5% from left). [-CI{ParameterValue}] -- Untere Grenze des {ParameterValue}%-Konfidenzintervalls für den Mittelwert StatisticalEstimate LowerRange false true [+CI{ParameterValue}] -- Upper limit of {ParameterValue}% confidence interval for mean. -- The confidence interval is defined as a range into which the true mean of the distribution falls with a certain probability. The probability is expressed in percent in a parameter called; typical values are: 99.9 (= 99.95% from left!), 99 (= 99.5% from left), 95 (= 97.5% from left), 90 (= 95% from left). [+CI{ParameterValue}] -- Obere Grenze des {ParameterValue}%-Konfidenzintervalls für den Mittelwert StatisticalEstimate UpperRange false true [-P{ParameterValue}] -- {ParameterValue}% percentile -- The {ParameterValue}% percentile is defined such that {ParameterValue}% of the observations are smaller than this value. Typical parameter values are 2.5, 5, 10, 15, 20, 25 (= 1st quartile), 30. Do not use 50; use the 'Median' measure instead! [-P{ParameterValue}] -- {ParameterValue}% Quantil -- Das {ParameterValue}%Quantil ist der Wert der größer oder gleich {ParameterValue}% der Beobachtungen ist. StatisticalEstimate LowerRange false true [+P{ParameterValue}] -- {ParameterValue}% percentile -- The {ParameterValue}% percentile is defined such that {ParameterValue}% of the observations are smaller than this value. Typical parameter values are 70, 75 (= 3rd quartile), 80, 90, 95, 97.5. Do not use 50; use the 'Median' measure instead! [+P{ParameterValue}] -- {ParameterValue}% Quantil -- Das {ParameterValue}%Quantil ist der Wert der größer oder gleich {ParameterValue}% der Beobachtungen ist. StatisticalEstimate UpperRange false true [+TM{ParameterValue}] -- {ParameterValue}% trim mean -- The arithmetic mean of the symmetric {ParameterValue}% interior portion of a set of data values. StatisticalEstimate UpperRange false true [µ - {ParameterValue} s.d.] -- Mean minus {ParameterValue} stand. deviation(s) -- Lower limit of a range calculated as mean minus standard deviations. The parameter ParameterValue (here {ParameterValue}) defines a factor with which the s.d. is multiplied before it is substracted from the mean. Typical parameter values are 1 or 2. [µ - {ParameterValue} Std.abw.] -- Mittelwert minus {ParameterValue} Standardabweichung(en). StatisticalEstimate LowerRange false false [µ + {ParameterValue} s.d.] -- Mean plus {ParameterValue} stand. deviation(s) -- Upper limit of a range calculated as mean plus standard deviations. The parameter ParameterValue (here {ParameterValue}) defines a factor with which the s.d. is multiplied before it is added to the mean. Typical parameter values are 1 or 2. [µ + {ParameterValue} Std.abw.] -- Mittelwert plus {ParameterValue} Standardabweichung(en). StatisticalEstimate UpperRange false false [Min\{ParameterValue} s.d.] -- Minimum; outlier corrected ({ParameterValue} std. dev.) -- Absolute minimum value of sample, excluding outlier values more than {ParameterValue} standard deviations distant from the mean. Typical parameter values are 3 or 4. [Min\{ParameterValue} Std.abw.] -- Minimum; Outlier-korrigiert ({ParameterValue} std. dev.). StatisticalEstimate LowerExtreme false false [Max\{ParameterValue} s.d.] -- Maximum; outlier corrected ({ParameterValue} std. dev.) -- Absolute maximum value of sample, excluding outlier values more than {ParameterValue} standard deviations distant from the mean. Typical parameter values are 3 or 4. [Max\{ParameterValue} Std.abw.] -- Maximum; Outlier-korrigiert ({ParameterValue} std. dev.). StatisticalEstimate UpperExtreme false false Broad classification of the univariate statistical methods, used in "UnivarStatMeasureEnum": //xs:enumeration/xs:annotation/xs:appinfo/Specification/ReportingClass. A separate xslt script (UBIF_Enumerations.xsl) is provided that converts this from schema data to xml instance data. ReportingClasses are provided to simplify the creation of applications using UnivarStatMeasure values. They simplify the detailed information provided by the method values into a minimally extended version of the five basic measurement classes supported by DELTA. Most applications that report information for human consumption can rely on these reporting classes in their decision how to present the data. Whereas UnivarStatMeasureEnum must be implemented, these additional specifications are an offer to simplify implementations and increase compatibility with future UBIF version. Implementors may choose different methods of handling the statistical measures, however. Compare also UnivarStatMeasureReportingClassEnum. Any kind of central measure, like mean, mode, median, etc. The lower value of any kind of range measure, like 'mean minus standard dev.', confidencen interval, percentiles, etc. The upper value of any kind of range measure, like 'mean + standard dev.', confidencen interval, percentiles, etc. The absolute minimum value. The absolute maximum value. Any kind of variance measure, like standard deviation, variance, etc. The sample size. Any other kind of statistical measure. Broad classification of the univariate statistical methods, used in "UnivarStatMeasureEnum": //xs:enumeration/xs:annotation/xs:appinfo/Specification/MethodClass. A separate xslt script (UBIF_Enumerations.xsl) is provided that converts this from schema data to xml instance data. MethodClasses inform about very general quality properties of measures. This is an optional feature. Whereas UnivarStatMeasureEnum must be implemented, these additional specifications are an offer to simplify implementations and increase compatibility with future UBIF version. Implementors may choose different methods of handling the statistical measures, however. Compare also UnivarStatMeasureReportingClassEnum. Statistical estimate -- Measures estimated by statistical methods. Examples: Sample mean, minimum, confidence interval, standard deviation (n-1 degrees of freedom). Statistical parameter -- Values calculated by statistical methods that are exact in relation to the population under study (statistical estimates are exact in relation to the sample, but estimates in relation to the population under study). Examples: Sample size, standard deviation (n degrees of freedom). Observer estimate -- Values estimated by humans without using mathematical/statistical methods. Unknown method -- Values obtained by an unknown method. This may be a statistical method or a human observer estimate. Many legacy data sets and data published in print fall into this category. -- c) Agent role codes Provides codes for roles like author, editor, photographer, advisor, or copyright holder. This type is implemented as a union of all AgentRole* enumerations. The roles and their codes used here are based on http://www.loc.gov/marc.relators/ (as of 2004/6 available at http://dublincore.org/usage/meetings/2004/03/Relator-codes.html). For example, the enumerated code "aut" for author corresponds to http://www.loc.gov/marc.relators/aut. The DublinCore Agents group is considering using the same codes (see e. g. http://www.loc.gov/marc/dc/Agent-roles.html), but as of 2004/6 the DublinCore Agents subgroup did not yet agree on a Creator/Contributor refinement as qualified DublinCore. Note that the roles selected here are a subset of the MARC roles. Creator or Contributor, but no Owner roles (union of AgentRole* enumerations). Enumeration of roles supported for creator agents. See AgentRoleEnum for information about the MARC relator codes. Author -- A person or corporate body chiefly responsible for the intellectual or artistic content of a work. This term may also be used when more than one person or body bears such responsibility. Editor -- A person who prepares for publication a work not primarily his/her own, such as by elucidating text, adding introductory or other critical matter, or technically directing an editorial staff. Creator in general -- A person or corporate body responsible for the intellectual or artistic content of a work. The more specific type Author [aut] or Editor [edt] should be preferred. Illustrator -- The person who conceives, and perhaps also implements, a design or illustration, usually to accompany a written text. Photographer -- The person or organization responsible for taking photographs, whether they are used in their original form or as reproductions. Enumeration of supported roles for contributor agents. See AgentRoleEnum for information about the MARC relator codes. Contributor in general -- Someone whose work has been contributed to a larger work, such as an anthology, serial publication, or other compilation of individual works. Do not use for someone whose sole function in relation to a work is as author, editor, compiler or translator. Translator -- A person who renders a text from one language into another, from an older form of a language into the modern form, or from one audience-specific representation to one appropriate for another audience. Transcriber -- A person who prepares a handwritten or typewritten copy from original material, including from dictated or orally recorded material. Collaborator -- A person or corporate body that takes a limited part in the elaboration of a work of another person or corporate body that brings complements (e.g., appendices, notes) to the work. Collector -- A person who has brought together material from various sources, which has been arranged, described, and catalogued as a collection. The collector is neither the creator of the material nor the person to whom manuscripts in the collection may have been addressed. Correspondent -- A person or organization who was either the writer or recipient of a letter or other communication. Programmer -- A person or corporate body responsible for the creation and/or maintenance of computer program design documents, source code, and machine-executable digital files and supporting documentation. Research team head -- The person or corporate body that directed or managed a research project. Research team member -- The person or corporate body that participated in a research project but whose role did not involve direction or management of it. Researcher -- The person or corporate body responsible for performing research. Scientific advisor -- A person who brings scientific, pedagogical, or historical competence to the conception and realization on a work, particularly in the case of audio-visual items. Proofreader -- A person who corrects text (orthography, grammar). Markup editor -- The person or organization performing the coding of SGML, HTML, or XML markup of metadata, text, etc. Commentator -- A person who provides interpretation, analysis, or a discussion of the subject matter on a recording, motion picture, or other audiovisual medium. Reviewer -- A person or corporate body responsible for the review of book, motion picture, performance, etc. Consultant -- The person called upon for professional advice or services in a specialized field of knowledge or training. Enumeration of supported roles for owner/copyright agents. See AgentRoleEnum for information about the MARC relator codes. Owner -- The person or organization that currently owns an item or collection. Former owner -- The person or organization who owned an item at any time in the past. Includes those to whom the material was once presented. The person or organization giving the item to the present owner is designated as Donor [dnr] Copyright holder -- A person or organization owning the copyright of the material. Copyright claimant -- The person listed as a copyright owner at the time of registration. Copyright can be granted or later transferred to another person or agent, at which time the claimant becomes the copyright holder. Donor -- The donor of a book, manuscript, etc., to its present owner. Donors to previous owners are designated as Former owner [fmo] Depositor -- A person or organization placing material in the physical custody of a library or repository without transferring the legal title. -- d) sexual status codes

Codes for sex value in humans (clinical status) or animals. The codes are largely based on those defined in DICOM (Digital Imaging and Communications in Medicine, http://medical.nema.org/, Coding Scheme Designator DCM Version 01, PS3.16 Annex B, CID 7455) and ASTM E1633 (= "Standard Specification for Coded Values Used in the Electronic Health Record. Document Number: ASTM E1633-02a. ASTM International, 10-Nov-2002, 76 pages"). Additional codes specific to biology have been added.

An alternative standard is ISO 5218, which provides only four codes: "0 = Not known, 1 = Male, 2 = Female, 9 = Not specified". The difference between 0 and 9 is: "(0) implies that the sex of the person is not provided in the personal details i.e. the data has not been supplied and sex cannot be ascertained from the data provided"; "(9) implies that the sex of the person cannot be determined for physical reasons, e. g. a new born baby". ISO 5218 contains fewer and less intuitive codes. For biological purposes many codes would have to be arbitrarily added. G. Hagedorn, 10. August 2004

Contains basic sex type codes, sufficient for recording human sexes in most administrative contexts (used, e. g., in the Agent type data interface) Male -- [= ASTM E1633: M, = ISO 5218: 1] Female -- [= ASTM E1633: F, = ISO 5218: 2] Unknown sex -- No information regarding the sex is available (= "not recorded"). [= ASTM E1633: U, = ISO 5218: 0] Contains codes in addition to those defined in BasicSexCodeEnum that are necessary for animals and clinical sex descriptions of humans. Additional codes "S, I, HM, HF, HT" has been added to those defined in DICOM /ASTM E1633. On the other side, the DICOM /ASTM E1633 codes "MP = male pseudohermaphrodite" and "FP = female pseudohermaphrodite" are omitted here because they limited to human sex and express a politically contentious perspective (see http://en.wikipedia.org/wiki/Pseudohermaphrodite). See the UBIF type SexCodeEnum for a union of the enumerated values in this type and those in BasicSexCodeEnum. Hermaphrodite -- An organism having both male and female sexual organs at some time during adulthood. General term, not differentiating between simultaneous or sequential hermaphrodites. [= ASTM E1633: H] Simultaneous hermaphrodite -- An organism having both male and female sexual organs at the same time during adulthood. [Not in ASTM E1633] Male changing to Female -- The organism starts as a male, and changes sex to a female later in life (sequential hermaphrodite: protandry). Examples: seabasses (fish); many plant species; humans that underwent surgical sex change. This terms does not identify a phase in which an individual may be. [= ASTM E1633: MC] Female changing to Male -- The organism starts as a female, and changes sex to a male later in life (sequential hermaphrodite: protogyny). Example: Wrass reef fishes; some plants; humans that underwent surgical sex change. This terms does not identify a phase in which an individual may be. [= ASTM E1633: FC] Hermaphrodite, male phase -- Sequential hermaphrodite in male phase. [Not in ASTM E1633] Hermaphrodite, female phase -- Sequential hermaphrodite in female phase. [Not in ASTM E1633] Hermaphrodite, transitional phase -- Sequential hermaphrodite currently between sexes. [Not in ASTM E1633] Indeterminate sex -- The organism has been studied, but the sex could not be determined (e.g. in larval forms). Compare "ambiguous" and "unknown" sex. [perhaps = ISO 5218: 9; perhaps = DICOM: code 121103, 'Undetermined'] Ambiguous sex -- The sex organs have been studied, but the result was ambiguous. Includes abnormal mixed sex situations like "gynandromorph" (e. g. an insect is male on one side, female on the other). Compare "indeterminate" and "unknown" sex. [= ASTM E1633: A] -- e) Enumerations specific to the biological domain Identifications of an object/unit as belonging to a class concept may be uncertain. This is especially important in biology, where identification qualifiers like 'cf.' or 'aff.' are often used as part of the scientific name. The following enumerated list provides general categories not restricted to scientific organism names. Note: In biology additional expression is often expressed through the choice of placement of the certainty qualifier. For example, 'Echinonema ferruginea var. campestris' may be qualified as 'cf. Echinonema ferruginea var. campestris', 'Echinonema cf. ferruginea var. campestris', 'Echinonema ferruginea cf. var. campestris'. The first presumably means that the entire name is uncertain, but the infraspecific name may be appropriate, the second indicates that the genus is certain, the species uncertain, and the final that the species in certain and only the infraspecific rank is uncertain. To achieve this level of expressiveness, it is recommended that an additional data element 'IdentificationUncertainTaxonomicRank' of type TaxonomicRankEnum may be combined with an element of IdentificationCertaintyEnum. IdentificationUncertainTaxonomicRank should be optional and omitted to express that an identification is unknown, but the rank not known (e. g. in 'Echinonema ferruginea?'). In ABCD 1.44 a special rank with enumeration beforeName, beforeFirstEpithet, beforeSecondEpithet is used instead. The identification is certain The identification is uncertain -- In biology this is often expressed with the Latin 'cf.' (confer). The identification names a similar object class. -- In this case the identified object is considered very similar to those objects classified under the given name. Note that in contrast to 'Uncertain' this implies that the object most likely it does not belong to this class. In biology this is often expressed with the Latin 'aff.' or 'afin.' (affinis). The certainty of identification is unknown.

This list is a first version of a constrained vocabulary to express typifying relations between taxonomic names and units (specimens or objects preserved in collections). Beyond those type categories explicitly governed by nomenclatural codes (Zoology, Botany, Bacterioloy, Virology), the list also includes some additional type status terms. These categories may be helpful when interpreting the original circumscription (topotypes, ex-types), but do not have the same binding status as terms governed by the nomenclatural codes. The enumeration attempts to strike a balance between listing all possible terms, and remaining comprehensible. In general, including too many terms was considered less problematic than omitting terms. Applications may easily select a subset for presentation in their user interface.

This list is intended as a first version and it is hoped that in the review process through TDWG it will achieve sufficient maturity to be truly useful. It is expected that over time revisions will have to be made. Please use the WIKI (http://efgblade.cs.umb.edu/twiki/bin/view/UBIF/NomenclaturalTypeStatusOfUnitsDiscussion) to discuss the current list and the lists of synonymous, doubtful, or excluded type terms provided therein.

Some background information: A type provides the objective standard of reference to determine the application of a taxon name. The type status of a unit (specimen) is only meaningful in combination with the name that is being typified (a unit may have been designated type for multiple names in different publications). The type status of an object may be designated in the original description of a scientific name (original designation), or - under rules layed out in the respective nomenclatural codes - at a later time (subsequent designation). -- For taxa above species rank the type is always a lower rank taxon (e. g., species for genus, genus for family). The type terms for this situation are not included in the enumeration. Ultimately, typication of all taxa goes back to physical type units, but this should not be recorded as such in data sets. The indirect type reference in higher taxa means that typification changes to the lower taxon automatically affect the higher taxon.

The exact definitions of type status differ between nomenclatural codes (ICBN, ICZN, ICNP/ICNB, etc.). The term definitions are intended to be informative and generally applicable across the different codes. The should not be interpreted as authoritative; in nomenclatural work the exact definitions in the respective codes have to be consulted. A duplication of status codes (bot-holo, zoo-holo, bact-holo, etc.) is not considered desirable or necessary. Since the application of the type status terms is constrained by the relationship of the typified name with a specific code, the exact definition can always be unambiguously retrieved.

The following publications have been consulted to determine the number of type terms that should be included and to prepare the semantic definitions:

  • Nomenclatural Glossary for Zoology (January 18 2000; ftp://ftp.york.biosis.org/sysgloss.txt; verified 17. June 2004)
  • ICBN St. Louis Code (http://www.bgbm.fu-berlin.de/iapt/nomenclature/code/SaintLouis/0013Ch2Sec2a009.htm; verified 17. June 2004)
  • Draft BioCode 4th version (Greuter et al., 1997; http://www.rom.on.ca/biodiversity/biocode/biocode1997.html)
  • Glossary of 'type' terminology (Ronald H. Petersen; http://fp.bio.utk.edu/mycology/Nomenclature/nom-type.htm)
  • Dictionary of Ichthyology (Brian W. Coad and Don E. McAllister, 2004; http://www.briancoad.com/Dictionary/introduction.htm)
  • A useful resource that was not available when writing this proposal might be: Hawksworth, D.L., W.G. Chaloner, O. Krauss, J. McNeill, M.A. Mayo, D.H. Nicolson, P.H.A. Sneath, R.P. Trehane and P.K. Tubbs. 1994. A draft Glossary of terms used in Bionomenclature. (IUBS Monogr. 9) International Union of Biological Sciences, Paris. 74 pp.

Many thanks for review and help to Dr. Miguel A. Alonso-Zarazaga and Dr. Walter Gams. Gregor Hagedorn, 13.7.2004

Allotype -- A paratype specimen designated from the type series by the original author that is the opposite sex of the holotype. The term is not regulated by the ICZN. [Zoo.] Allolectotype -- A paralectotype specimen that is the opposite sex of the lectotype. The term is not regulated by the ICZN. [Zoo.] Alloneotype -- A paraneotype specimen that is the opposite sex of the neotype. The term is not regulated by the ICZN. [Zoo.] Cotype -- A deprecated term no longer recognized in the ICZN; formerly used for either syntype or paratype [see ICZN Recommendation 73E]. [Zoo.] Epitype -- An epitype is a specimen or illustration selected to serve as an interpretative type when any kind of holotype, lectotype, etc. is demonstrably ambiguous and cannot be critically identified for purposes of the precise application of the name of a taxon (see Art. ICBN 9.7, 9.18). An epitype supplements, rather than replaces existing types. [Bot./Bio.] Ex-Type -- A strain or cultivation derived from some kind of type material. Ex-types are not regulated by the botanical or zoological code. [Zoo./Bot.] Ex-Epitype -- A strain or cultivation derived from epitype material. Ex-types are not regulated by the botanical or zoological code. [Bot.] Ex-Holotype -- A strain or cultivation derived from holotype material. Ex-types are not regulated by the botanical or zoological code. [Zoo./Bot.] Ex-Isotype -- A strain or cultivation derived from isotype material. Ex-types are not regulated by the botanical or zoological code. [Zoo./Bot.] Ex-Lectotype -- A strain or cultivation derived from lectotype material. Ex-types are not regulated by the botanical or zoological code. [Zoo./Bot.] Ex-Neotype -- A strain or cultivation derived from neotype material. Ex-types are not regulated by the botanical or zoological code. [Zoo./Bot.] Ex-Paratype -- A strain or cultivation derived from paratype material. Ex-types are not regulated by the botanical or zoological code. [Zoo./Bot.] Ex-Syntype -- A strain or cultivation derived from neotype material. Ex-types are not regulated by the botanical or zoological code. [Zoo./Bot.] Hapantotype -- One or more preparations of directly related individuals representing distinct stages in the life cycle, which together form the type in an extant species of protistan [ICZN Article 72.5.4]. A hapantotype, while a series of individuals, is a holotype that must not be restricted by lectotype selection. If a hapantotype is found to contain individuals of more than one species, however, components may be excluded until it contains individuals of only one species [ICZN Article 73.3.2]. [Zoo.] Holotype -- The one specimen or other element used or designated by the original author at the time of publication of the original description as the nomenclatural type of a species or infraspecific taxon. A holotype may be 'explicit' if it is clearly stated in the originating publication or 'implicit' if it is the single specimen proved to have been in the hands of the originating author when the description was published. [Zoo./Bot./Bio.] Iconotype -- A drawing or photograph (also called 'phototype') of a type specimen. Note: the term "iconotype" is not used in the ICBN, but implicit in, e. g., ICBN Art. 7 and 38. [Zoo./Bot.] Isotype -- An isotype is any duplicate of the holotype (i. e. part of a single gathering made by a collector at one time, from which the holotype was derived); it is always a specimen (ICBN Art. 7). [Bot.] Isolectotype -- A duplicate of a neotype, compare lectotype. [Bot.] Isoneotype -- A duplicate of a neotype, compare neotype. [Bot.] Isosyntype -- A duplicate of a syntype, compare isotype = duplicate of holotype. [Bot.] Lectotype -- A specimen or other element designated subsequent to the publication of the original description from the original material (syntypes or paratypes) to serve as nomenclatural type. Lectotype designation can occur only where no holotype was designated at the time of publication or if it is missing (ICBN Art. 7, ICZN Art. 74). [Zoo./Bot.] -- Note: the BioCode defines lectotype as selection from holotype material in cases where the holotype material contains more than one taxon [Bio.]. Neotype -- A specimen designated as nomenclatural type subsequent to the publication of the original description in cases where the original holotype, lectotype, all paratypes and syntypes are lost or destroyed, or suppressed by the (botanical or zoological) commission on nomenclature. In zoology also called "Standard specimen" or "Representative specimen". [Zoo./Bot./Bio.] Paratype -- All of the specimens in the type series of a species or infraspecific taxon other than the holotype (and, in botany, isotypes). Paratypes must have been at the disposition of the author at the time when the original description was created and must have been designated and indicated in the publication. Judgment must be exercised on paratype status, for only rarely are specimens explicitly cited as paratypes, but usually as "specimens examined," "other material seen", etc. [Zoo./Bot.] Paralectotype -- All of the specimens in the syntype series of a species or infraspecific taxon other than the lectotype itself. Also called "lectoparatype". [Zoo.] Paraneotype -- All of the specimens in the syntype series of a species or infraspecific taxon other than the neotype itself. Also called "neoparatype". [Zoo.] Plastotype -- A copy or cast of type material, esp. relevant for fossil types. Not regulated by the botanical or zoological code (?). [Zoo./Bot.] Plastoholotype -- A copy or cast of holotype material (compare Plastotype). Plastoisotype -- A copy or cast of isotype material (compare Plastotype). Plastolectotype -- A copy or cast of lectotype material (compare Plastotype). Plastoneotype -- A copy or cast of neotype material (compare Plastotype). Plastoparatype -- A copy or cast of paratype material (compare Plastotype). Plastosyntype -- A copy or cast of syntype material (compare Plastotype). Secondary type -- A referred, described, measured or figured specimen in the original publication (including a neo/lectotypification publication) that is not a primary type. Supplementary type -- A referred, described, measured or figured specimen in a revision of a previously described taxon. Syntypes -- The series of specimens used to describe a species or infraspecific taxon when neither a single holotype by the original author, nor a lectotype in a subsequent publication has been designated. The syntypes collectively constitute the name-bearing type. [Zoo./Bot.] Topotype -- One or more specimens collected at the same location as the type series (type locality), regardless of whether they are part of the type series. Topotypes are not regulated by the botanical or zoological code. Also called "locotype". [Zoo./Bot.] Type -- a) A specimen designated or indicated any kind of type of a species or infraspecific taxon. If possible more specific type terms (holotype, syntype, etc.) should be applied. b) the type name of a name of higher rank for taxa above the species rank. [General] not a type -- For specimens erroneously labelled as types an explicit negative statement may be desirable. [General]

Enumerated codes to express the rank of a taxon (scientific organism name) in a taxonomic hierarchy. The list is intended to be interoperable between name providers for bacteria, viruses, fungi, plants, and animals. It is not assumed that in each taxonomic group all ranks have to be used. Individual applications may select appropriate subsets (which may be based on information given inside the enumerated values, see Specifications/BioCode-, Botany-, Zoology-, and BacteriaStatus). The enumeration attempts to strike a balance between listing all possible rank terms, and remaining comprehensible. For example, the "infra-" ranks specifically mentioned in BioCode have been included (although very rarely used), but the additional intermediate zoological ranks (micro, nano, pico, etc.) are not included. Whether the selection of infraspecific ranks (some informal ranks, esp. from bacteriology, may be missing!) probably needs some discussion. However, it is believed that this list may help to start developing data sets that can easily be integrated across the barriers of language and taxonomic traditions.

The following publications have been consulted to determine the number of type terms that should be included and to prepare the semantic definitions:

  • The Berlin Taxonomic Information Model, MoReTax view (Berendsohn & al., http://www.bgbm.org/scripts/ASP/BGBMModel/Catalogues.asp?Cat=MT
  • DiversityTaxonomy model version 0.7 (G. Hagedorn & T. Gräfenhan 2002, http://160.45.63.11/Workbench/Taxonomy/Model/InformationModels.html)
  • ABCD version 1.44, types HigherTaxonRankType and RankAbbreviationType, by W. Berendsohn, reviewed by D. Hobern
  • TaxCat2 - Database of Botanical Taxonomic Categories by Jörg Ochsmann, IPK Gatersleben; http://mansfeld.ipk-gatersleben.de/TaxCat2/default.htm

Many thanks for review and help go to Dr. Walter Gams.

Note: the list of all ranks is implemented as a union of all following rank subsets. Note that although BioCode has been used to define the partition into subsets, the ranks are not limited to BioCode but should be an interoperable superset of ranks used in Virology, Bacteriology, Botany and Zoology.

Subset of ranks; equivalent to BioCode "infra-subspecfic", i.e. below the species group [cand.] -- candidate -- Candidatus' rank is proposed in bacteriology for putative taxa, which could not yet be studied sufficiently to warrant the creation of a name with a known rank. (Murray, R.G.E. & Schleifer, K.H.: Taxonomic notes: a proposal for recording the properties of putative taxa of procaryotes. Int. J. Syst. Bacteriol., 1994, 44, 174-176). cand. - - - - - - - Proposed - - [tax. infrasp.] -- infraspecific tax. of undefined rank -- Undefined ranks (using either no rank identifier in botany, or using greek letters or symbols like stars, crosses) occur in very old publications. Most frequently these are to be interpreted as varieties, but occasionally they are forms or subspecies (see Stearn, W.T. 1957: Species plantarum (Facsimile); Introduction. 1. London, p. 90-95, 160-161, 163). The interpretation of these cases requires taxonomic knowledge that may not be available at the time when data are parsed. Such lack of knowledge can be expressed using this rank identifier. tax. infrasp. - - - - - - - - - - [f. sp.] -- special form -- The ICBN does not formally cover formae specialis (art. 4, note 3). However, because of the economic importance of pathogenic f. sp., and since it is common practice to handle them as if the code would apply (i. e. priority usually observed, name quoted with author), they are included here. f. sp. forma sp.; fsp.; fm. sp.; f. spec.; fm. spec.; forma spec. - - - - - - used, but all ranks below subsp. are not covered by ICNP/ICNB, see Rules 5d and 14a. ##Check whether this rank is used indeed. none - [subsubfm.] -- subsubform subsubfm. subsubf. - - - - - - - additional(?) - [subfm.] -- subform subfm. subf. - - - - - additional - additional - [fm.] -- form -- Form, race, variety are not subject to regulation in zoology; see ICZN Article 1.3.4 fm. f. - - - - - secondary - secondary - [subvar.] -- sub-variety subvar. subv. - - - - - additional - additional - [var.] -- variety -- Form, race, variety are not subject to regulation in zoology; see ICZN Article 1.3.4 Examples: Pinus nigra var. caramanica (= "P. nigra subsp. nigra var. caramanica"; Taxus baccata var. variegata var. v. - - - - - secondary used, but all ranks below subsp. are not covered by ICNP/ICNB, see Rules 5d and 14a. ##Check whether this rank is used indeed. secondary - [pathovar.] -- patho-variety pathovar. pv. - - - - - - used, but all ranks below subsp. are not covered by ICNP/ICNB, see Rules 5d and 14a. ##Check whether this rank is used indeed. - - [biovar.] -- bio-variety biovar. bv. - - - - - - used, but all ranks below subsp. are not covered by ICNP/ICNB, see Rules 5d and 14a. ##Check whether this rank is used indeed. - - [cult.] -- cultivar -- The epithet is usually output in single quotes and may contain multiple words, see ICBN §28. Examples: Taxus baccata 'Variegata', Juniperus ×pfitzeriana 'Wilhelm Pfitzer'; Magnolia 'Elizabeth' (= a hybrid, no species epithet). cult. - - - - - - - - Reference to 'Internat. code of nomenclature for cultivated plants' - [convar.] -- convar -- Used in cultivated plants (ICNCP), but deprecated, see 'Some notes on problems of taxonomy and nomenclature of cultivated plants' by J. Ochsmann, http://www.genres.de/IGRREIHE/IGRREIHE/DDD/22-08.pdf convar. cv. - - - - - - - - - [cultivar. group] -- cultivar-group cultivar. group - - - - - - - - - - [graft-chimaera] -- graft-chimaera graft-chimaera - - - - - - - - - - [infrasp.] -- infraspecies infrasp. infrasp.; infraspec. - - - - - additional - - - Subset of ranks; equivalent to BioCode "species group", i.e. only species and subspecies [ssp.] -- subspecies -- Examples: Pinus nigra subsp. nigra Homo sapiens sapiens ssp. subsp.; subspec. - - - - - secondary covered additional additional [sp.] -- species -- Examples: Taxus baccata Homo sapiens sp. spec. - - - - - primary covered principal principal Subset of ranks; equivalent to BioCode ""subdivision of a genus" ", i.e. all ranks between genus and species group (i.e. not including subgenus and species) [sp. group] -- species group -- The Berlin/MoreTax model notes: "Aggregate and species group have been included although they aren't taxonomic ranks but cirumscriptions because on the one hand they are necessary for the concatenation of the fullname and on the other hand they are necessary for distinguishing the aggregate or species group from the microspecies." sp. group * - - - - - - - - - [aggr.] -- species aggregate -- A loosely defined group of species. Zoology: "Aggregate - a group of species, other than a subgenus, within a genus; or a group of subspecies within a species. An aggregate may be denoted by a group name interpolated in parentheses." -- The Berlin/MoreTax model notes: "Aggregate and species group have been included although they aren't taxonomic ranks but cirumscriptions because on the one hand they are necessary for the concatenation of the fullname and on the other hand they are necessary for distinguishing the aggregate or species group from the microspecies." aggr. * - - - - - - - - - [tax. infragen.] -- infrageneric tax. of undefined rank -- A name that appear between a genus name and a species epitheton and is not clearly marked as series or section, or other may be assigned to this rank until the true rank can be assigned by a taxonomic expert. tax. infragen. - - - - - - - - - - [subser.] -- subseries subser. * - - - - - additional - additional - [ser.] -- series ser. * - - - - - secondary - secondary - [subsect.] -- subsection subsect. * - - - - - additional - additional - [sect.] -- section sect. * - - - - - secondary - secondary - Subset of ranks; equivalent to BioCode "genus group", i.e. infragenus to genus [infragen.] -- infragenus infragen. * - - - - - additional - - - [subgen.] -- subgenus subgen. * - - - - - secondary covered additional additional [gen.] -- genus -- Examples: Magnolia Homo gen. - - - - - - primary covered principal principal Subset of ranks; equivalent to BioCode "subdivision of a family", i.e. ranks between genus group and family group [infratrib.] -- infratribe infratrib. - - - - - - additional - - - [subtrib.] -- subtribe subtrib. - -inae -inae -inae -inae -ina additional covered (but probably not in current use) additional - [trib.] -- tribe trib. - -eae -eae -eae -eae -ini secondary covered (but probably not in current use) secondary - [supertrib.] -- supertribe supertrib. - - - - - - additional - additional - Subset of ranks; equivalent to BioCode "family group", i.e. infrafamily to superfamily [infrafam.] -- infrafamily infrafam. - - - - - - additional - - - [subfam.] -- subfamily -- Examples: Magnolioideae subfam. - -oideae -oideae -oideae -oideae -inae secondary covered additional additional [fam.] -- family -- Examples: Magnoliaceae Hominidae fam. - -aceae -aceae -aceae -aceae -idae principal covered principal principal [superfam.] -- superfamily -- Examples: Magnoliacea superfam. - - -acea -acea -acea -oidea; -acea secondary - additional - Subset of ranks; equivalent to BioCode "suprafamilial". This rank group includes all ranks higher than superfamily (class, phylum/division, kingdom, domain) [infraord.] -- infraorder infraord. - - - - - - additional - - - [subord.] -- suborder -- Examples: Magnolineae Catarrhini subord. - -ineae -ineae -ineae -ineae - additional covered additional additional [ord.] -- order -- Examples: Magnoliales Primates ord. - -ales -ales -ales -ales - principal covered principal principal [superord.] -- superorder -- Examples: Magnolianae superord. - - -anae -anae -anae - additional - additional additional [infracl.] -- infraclass infracl. - - - - - - additional - - - [subcl.] -- subclass -- Examples: Magnoliidae Eutheria subcl. - -idae [proposed; Stackebrandt, E., Rainey, F.A. & Ward-Rainey, N.L.: Proposal for a new hierarchic classification system, Actinobacteria classis nov. Int. J. Syst. Bacteriol., 1997, 47, 479-491.] -idae -phycidae -mycetidae - additional covered additional additional [cl.] -- class -- Examples: Magnoliopsida Mammalia cl. - -ia [proposed; Stackebrandt, E., Rainey, F.A. & Ward-Rainey, N.L.: Proposal for a new hierarchic classification system, Actinobacteria classis nov. Int. J. Syst. Bacteriol., 1997, 47, 479-491.] -opsida -phyceae -mycetes - principal covered principal principal [supercl.] -- superclass supercl. - - - - - - additional - additional - [infraphyl./div.] -- infraphylum (= infradivision) infraphyl./div. - - - - - - additional - - - [subphyl./div.] -- subphylum (= subdivision) -- Examples: Magnoliophytina Vertebrata subphyl./div. - - -phytina -phytina -mycotina - additional - - additional [phyl./div.] -- phylum (= division) -- Examples: Magnoliophyta Chordata phyl./div. - - -phyta -phyta -mycota - principal used, but all ranks above class are not covered by ICNP/ICNB - principal [superphyl./div.] -- superphylum (= superdivision) superphyl./div. - - - - - - additional - - additional [infrareg.] -- infrakingdom infrareg. - - - - - - additional - - - [subreg.] -- subkingdom subreg. - - - - - - additional - additional additional [reg.] -- kingdom -- Examples: Plantae Animalia reg. - - - - - - principal used, but all ranks above class are not covered by ICNP/ICNB principal principal [superreg.] -- super kingdom -- Examples: Eucaryota superreg. - - - - - - additional - additional additional [dom.] -- domain (= empire) -- Examples: Archaea (= Archaeobacteria), Bacteria (= Eubacteria), Eukarya (= Eukaryota) dom. - - - - - - secondary used, but all ranks above class are not covered by ICNP/ICNB - - [tax. supragen.] -- suprageneric tax. of undefined rank -- This value indicates that the rank of a name is unknown. Compare "incertae sedis" which is commonly used as a replacement for a taxon to group all taxa whose position in the classification or phylogenetic tree is uncertain. tax. supragen. - - - - - - - - - - === Complex types referring to UnivarStatMeasureEnum (used e.g. by SDD): Reference to a univariate statistical measure (without parameter) Refers to an enumerated value in the UBIF type, declaring which kind of statistical measure has been used. Reference to a univariate statistical measure (with 1 parameter) Refers to an enumerated value in the UBIF type, declaring which kind of statistical measure has been used. Reference to a univariate statistical measure (without parameter) plus a numeric value Reference to a univariate statistical measure (with 1 parameter) plus a numeric value This is a parameter value that further defines the univariate statistical measure. Example: for a percentile (ref='PercLower'), '0.10' would define the 10%-percentile.