ZooKeys 50: 17-28 (2010) A peer-rev iewed open-access journal 1]
doi: 10.3897/zookeys.50.539 FORUM PAPER #@Z,00Ke y
www.pens oftonline.n et/zoo keys Launched to accelerate biodiversity research
Streamlining taxonomic publication: a working
example with Scratchpads and ZooKeys
Vladimir Blagoderoy', Irina Brake', Teodor Georgiev”, Lyubomir Penev’,
Dave Roberts', Simon Rycroft', Ben Scott', Donat Agosti?, Terrence Catapano’,
Vincent S. Smith!
| The Natural History Museum, Cromwell Road, London, UK 2 Pensoft Publishers, 13a Geo Milev Str., Sofia,
Bulgaria 3 Bulgarian Academy of Sciences & Pensoft Publishers, 13a Geo Milev Str. Sofia, Bulgaria 4 Plazi,
Zingestrasse 16, Bern, Switzerland
Corresponding author: Vladimir Blagoderov (v.blagoderov@nhm.ac.uk)
Received 20 June 2010 | Accepted 24 June 2010 | Published 30 June 2010
Citation: Blagoderov V, Brake I, Georgiev T, Penev L, Roberts D, Rycroft S, Scott B, Agosti D, Catapano T, Smith VS
(2010) Streamlining taxonomic publication: a working example with Scratchpads and ZooKeys. ZooKeys 50: 17—28.
doi: 10.3897/zookeys.50.539
Abstract
We describe a method to publish nomenclatural acts described in taxonomic websites (Scratchpads) that
are formally registered through publication in a printed journal (ZooKeys). This method is fully compliant
with the zoological nomenclatural code. Our approach supports manuscript creation (via a Scratchpad),
electronic act registration (via ZooBank), online and print publication (in the journal ZooKeys) and
simultaneous dissemination (ZooKeys and Scratchpads) for nomenclatorial acts including new species de-
scriptions. The workflow supports the generation of manuscripts directly from a database and is illustrated
by two sample papers published in the present issue.
Keywords
Online publishing, taxonomy, nomenclature, ICZN, ICBN
Introduction
There is a growing dissatisfaction with the traditional scholarly communication system
(Van de Sompel et al. 2004). This is the result of a variety of factors including rapidly
rising subscription prices, concerns about copyright, latency between results and their
actual publication, and restrictions on what can be published and how it can be dissemi-
nated. The benefits of subscription-based vs. open access publication have dominated
Copyright Vladimir Blagoderov et al. This is an open access article distributed under the terms of the Creative Commons Attribution License,
which permits unrestricted use, distribution, and reproduction in any medium, provided the original author and source are credited.
18 Vladimir Blagoderov et al. / ZooKeys 50: 17-28 (2010)
recent debate, but this is only one dimension of how the scholarly communication pro-
cess might be transformed. Today's electronic publications are typically presented either
as HTML Web pages or as static PDF documents, with the Internet used primarily as a
convenient distribution medium for the text. As the electronic embodiment of the static
printed page, these articles are directly comparable to the first scholarly articles printed
in the seventeenth century, but are antithetical to the spirit of the Web, which can sup-
port the constant updating and improvement of published information on a continual
basis. Critically publishers have not kept pace with revolutionary changes in research
practices, although recently solutions for publication of dynamic content were proposed
(Penev et al. 2009). Improvements in computing and network technologies, digital data
capture techniques, and powerful data mining techniques enable research that is highly
collaborative, network-based, and data-intensive. These changes in the nature of schol-
arly research require corresponding fundamental changes in scholarly communication.
Biological taxonomists are an example of a research community that has under-
gone radical change in research practices over recent years. Taxonomy is reinventing
itself as an information science able to collate and publish information on the Web,
rapidly and on demand. Its protagonists frequently work as part of highly distributed
and interdisciplinary research teams generating data to document and describe the
extent and trajectory of life on earth. Critically taxonomists rely on the compilation of
large and extremely heterogeneous datasets documenting the phenotype, genotype and
ecology of biota. Efficient reuse of these data is fundamental to taxonomic research,
and arguably essential to the survival of the discipline (Smith 2008). Therefore taxono-
my has much to gain from new technologies that support an innately digital scholarly
communication system. This must be able to capture the digital scholarly record for
taxonomy, make it accessible, and preserve it over time.
Achieving this vision poses a number of major challenges. Interoperability of dis-
tributed systems storing taxonomic data is just one dimension of a larger technical
challenge that includes issues of workflow, service sharing, and information modelling.
Even these difficulties are nothing compared to the larger social challenge of finding
universal peer acceptance on the scholarly value of new forms of communication. Be-
cause of this, radical changes to the system of scholarly communication for taxonomy
are impossible in isolation from other scholarly disciplines. A more incremental ap-
proach has a greater chance of success, focusing on delivering key benefits to the taxo-
nomic research community while integrating with accepted publication practices. One
major challenge is the time consumed by the interplay between the taxonomist and
the publisher in preparing taxonomic data and going to print. Breaking this bottleneck
requires seamless integration between compilation of the descriptive taxonomic data
and the publication upon which the data are based. Tools are needed to support the
rapid and collaborative compilation of these data on the Web. This must integrate with
existing publishing practices to register claims of precedence for taxonomic research. A
particular difficulty is that the Botanical and Zoological rules of nomenclature, which
govern the process of formalising taxonomy, limit claims of registration to mass pro-
duced “paper-based” publications. Other forms of publication are not accepted.
Streamlining taxonomic publication: a working example with Scratchpads and ZooKeys 19
Several initiatives have been developing tools to bring revisionary taxonomy to
the web. Recent examples include software produced through the CATE (Creating a
taxonomic e-science, http://www.cate-project.org) and EDIT (European Distributed
Institute of Taxonomy, http://www.e-taxonomy.eu) projects. These efforts support the
compilation of large distributed datasets and descriptions of biota, and have found
common cause with the ‘Open Access’ and “Open Science’ movement (Wu and Neylon
2008), with the promotion of a model of communication inspired by discourses de-
veloped in “Free/Open Source Software’ and “Creative Commons’ movements (Lessig
2005, 2006; Benkler 2006).
One of the tools developed in association with the EDIT initiative are the Scratch-
pads (http://scratchpads.eu), a Web 2.0 Virtual Research Environment (VRE), that
enable communities of taxonomists to collaborate in the production of websites docu-
menting the diversity of life. These websites share a common database and system
architecture (Smith et al. 2009) that serves the needs of a large and growing user com-
munity via a small and efficient network of software developers.
Since their release in 2007, Scratchpads have proven to be a popular and flexible
taxonomic tool, currently attracting almost 2,000 users across more than 150 sites.
The software is designed to help describe taxa, and in principle could be used to pub-
lish the description of new species and other taxonomic acts on the Web. However,
like any publication that does not exist in the form of printed hard-copy, such efforts
are thwarted since the botanical and zoological codes of nomenclature do not for-
mally acknowledge web-only publications. At present any new taxon name described
in a Scratchpad would not be considered ‘available’ or ‘nomenclaturally valid’ for
taxonomic ranks governed by the codes. A proposal to allow electronic publication
of zoological acts is currently under discussion (http://iczn.org/content/availability-
electronic-publication) and if ratified might recommend ZooBank registration for
all nomenclatural acts but, for the moment, ZooBank has not yet been officially rec-
ognised in the zoological code. Furthermore, there are no comparable efforts for the
botanical community.
In this paper we describe a new way to publish zoological taxonomic acts on
Scratchpads through the ZooKeys journal (http://pensoftonline.net/zookeys), facilitat-
ing parallel publication of structured, discoverable data on a Scratchpad website and
on printed paper, as well as registration of nomenclatural acts with ZooBank. ‘This
is an example of a procedure to validate nomenclatural acts made online, generating
manuscripts from a database.
Description of methodology
Workflow:
1. An author creates a Publication project within a Scratchpad to which only a re-
stricted set of users have access. The author(s) also provide additional information
required by the article (e.g., title, author's details).
20
Palaeognoriste affine
Checklist
Palaeognoriste affine
Vladimir Blagoderov et al. / ZooKeys 50: 17-28 (2010)
The author(s) prepare species pages (including descriptions, images, specimens
etc.) within the Scratchpad (Fig. 1). In case of a new taxon description author(s)
use a temporary name (a placeholder). ‘This placeholder acts as a surrogate for the
final taxon name to ensure that the new name is not disclosed until the descrip-
tion has been accepted by the journal. The placeholder is linked (tagged) to data
on their site, and the placeholder taxon name is linked to the final name. The
author(s) select data to be included in the manuscript (Fig. 2). Additional sections
are added to the manuscript using a structure that will accommodate most taxo-
nomic descriptions (Fig. 3). When the preparation stage is complete, the author(s)
preview the manuscript to make sure it is satisfactory (Fig. 4).
Author(s) submit the manuscript, which creates an archive of the manuscript com-
ponents. The submission process automatically generates an XML representation
of the document according to the TaxPub extension of the NLM/NCBI Journal
Archiving DTD (http://sourceforge.net/projects/taxpub/). This document is auto-
matically sent to the journal ZooKeys.
ZooKeys organises the peer review (see discussion on peer review). The reviewed
paper, including reviewer's comments, is sent by e-mail back to the corresponding
author.
Author(s) revise their manuscript and supporting data on their Scratchpad in re-
sponse to the reviewers’ comments.
Search
Taxon Description Simple | Taxonomy
‘ " 4 Gol
Palaeognoriste affine
Palaeaqnansts affine Meunier, 1912: 29 - (Available, Valid) Gurrent Status vblago Classification
{]: Baltic Amber (BDWO # 183648) Morphology @ Scieroidea (17)
Li renda
Male, Measurements, mm: length total 3.8; wing 2.5; antenna (- pee eh
0.75; labellum 0.95; palpus 0.5. n
lassification: Palanepeediave affine
i Palaeognoriste affine
Head rounded, dichaptic. Gmmatidia densely set, almost
hexagonal, becaming slightly smaller dorsally. Interommatdial setae
inconspicuous. Three ocelli present, diameterer of medial one 0.6% of
the lateral ones, lateral ocell touching eye margin. Antennae 2+14
segmented; flagellomeres as wide as long, with one or two short
dorsal setae and two short ventral spines each, Scape srnall, as long
as wide, trapezoidal, Pedicel globular, slightly wider than flagellum.
Clypeus tnangular, ported, Palpus ome-segmented, 0.56x length of
Bibliography
Year of Publication = Authors = Title >
1912 Meunier, F Un nouveau Mycetophiidae de larnbee de la Balbque
Content
Annotated biblegraphy
biblic
Biography
Blog entry
Character project
Checklist
Countries map
Forum topic
Fossil Locality
Groups
Image
Location (Dw 1.2.1)
Newsletter issue
Page
Phylogenetic tree
Pall
Profle
Publication
Speaes Page
Specimen (Owe 1.2.1)
Taxon Description
Taxonomy
Webform
vbl ago
Administer
Biblio
Groups
Image galleries
My Unread
My accounk
Node locations
Figure |. Typical taxon page on the Scratchpad showing components (taxon description, images, biblio-
graphic references) used in preparation of a publication.
Streamlining taxonomic publication: a working example with Scratchpads and ZooKeys
Search and reference Images
Selected images (6) « Filter items
Term name
" : A | Palaeoanoriste affine
* Parisognoriste eocenica, head, lateral x] a
[nid: 44439] i O Content is part of publication group
Parisognoriste eocenica, wing [nid:44430] xl :
x) Apply filber
A
+ Parisognoriste eocenica, female genitalia
(nid:44431]
“P Palaeognoriste sciariforme, lectorype, male |
genitalia [nid:44432]
+ Palaeognoriste affine, lectotype, male genitalia Fd] ai
we Save | © Cancel |
] Desc. | TI Asc. |
Figure 2. Selecting images to be included in the manuscript.
Tile
— Introduction
+ Materlal and Methods
+ Systematics
+ Parisognoriste
ygistorhinidaeG) layon description
Lat Agn oshic Liescnpnan
+ Etymology
+ (Glscusslon
+ Parlseygnoriste eocenita
Lygistorrhinidaets1 species] taxon description
Mearphalogy
“& Etymology
+ Discussion
+ Palaeognoriste
Palaeognoristhe laxon description
Dlagnostic Description
+ Blscusslon
+ Palaeogneriste sciariforme
Palaeognoriste sciariforme taxon description
Morphology
4+ Palaeagnoriste affine
Palaeounorisle alling laxon description
Morphialogy
Discussion
+ Phylogenetic analysis
Adel section
Add custom section to the publication or to.an individual razon description
x
x
Operalions
Edit Remove
Edit Remove
Edil Remove
Edit
Edit term tields
Edit Remove
Edit Remove
Failt
Fdit term flelds
Fdlt Remove
Edit Remove
Edit
Ldit term fields
Edit Remove
Falt
Edit term fields
Edit
Edit term fields
Edit Remave
Edit Remove
Figure 3. Sections of the manuscript. Terms listed under taxon name correspond to the fields of the
Species Profile Model (SPM) to be automatically included in the manuscript. Custom sections can be
organised hierarchically.
2, Vladimir Blagoderov et al. / ZooKeys 50: 17-28 (2010)
Parisognoriste, a new genus of Lygistorrhinidae (Diptera: Sciaroidea) from the
Oise amber with redescription of Palaeognoriste Meunier
Vladimir Blagoderov 1, Heikki Hippa 2, Andre Nel 2
1. whlagoderowgjnhm. ac.uk, Department of Entomology, The Natural History Museum, Cromwell Road, London, SW? SBD, UE
2. heikls hippagiinm se, Swedish Museum of Natural History, P.O.Box 50007, 5-10405 Stockholm, Sweden
3. anel@mnhn. fr, CIRS-UMERE 7205, Entomologie, Muséum Mational d"Histoire Maturelle, 45 rae Buffon, F-75005 Paris, France
Abstract:
A hew genus and a new species of Lygistorrhinidae, Parisognoriste eocentca is described from the Eocene Oise amber of the Paris
Basin. Palaecognoriste sciariforme Meunier, 1904 and Palaeognoriste affine Meunier, 1912 ave re-described. Lectotypes are designated
for both species of Palacoguoriste. The phylogenetic positions of the new genus and Palaeoguoriste Meunier are discussed.
Keywords:
taxonomy, hew taxa, phylogeny, fossil resin, Eocene
Introduction
The Le Quesnoy locality, near Houdancourt (Oise), has jelded fossihferous amber associated with abundant plant remains and a diverse vertebrate fauna in sediments (Nel et al 2004). Its
age is lowermost Eocene and the infrared spectra (EBri of Le Quesnoy and Baltic ambers are very different, with that of the former more similar to the Recent Gyemenaea copal Only a
sinall fraction of the insect genera and even fewer species of the Oise amber (also known sometimes as Paris Basin amber) are also present in Baltic amber (Nel et al. 2005). The
palaeochmate of Cise amber corresponds to the maximum global warming of the Palaeocene-Eocene boundary, which could partly explain the differences of it's fauna from the fauna of
Baltic amber.
A number of specimens of Sciarcidea were discovered in the Cise amber, of which perhaps the most interesting are several specimens of a lygistorrhinid fly. The purpose of the present
paper is to descnbe this new taxon and discuss tts systematic position. Superticially, it 1s similar to Faleeoguoriste Meurer, the to species of which were described from Balttc amber in
the early 20th century. Meumer (1904) described the first, Falaeoguorisie sciartforme, trom the Kémgsberg collection of Baltic amber, based on a male and a female found in two separate
pieces of amber, and erected a new genus, Palaeoguorisie, to accommodate it. Later, he described another species, P. affine, based on two specimens found in copula in a single piece of
amber (vleunier 1912). Unfortunately, both descriptions were very short and vague. To adequately describe the new genus from the Oise amber and to compare it with known fossil and
recent taxa it was necessary to re-descnibe both species of Palaeograrisie and designate lectotypes for both species.
Material and Methods
The piece of Cise amber containing three female specimens of the new species was cut in two for better observation and polished on a slab of diatomite. Type material of both species of
Palaeognarisie was also studied. Fortunately, the specimens were not lost durmg World War U, as many of Meumer’s other types were. The type of P affine was kept in
Geowissenschatthsches Zentrum der Georg-August-Unversttat, Géttngen. In 2007, VB found syntypes of /. sctartferme im the Laboratory of Entomology, Muséum national d'Histoire
naturelle, Paris, where they had been borrowed by the late Prof L. Matile several years previously. Digital photography was undertaken using Zeiss Axioskop cornpound microscope and
Canon EOS450D camera, the resulting images then bemg combined to increase depth of field using Helicon Focus v. 4.77 software. All images are available at Fungus Gnats Online website
Garwwe.sclaroidea info).
Figure 4. Preview of the manuscript. This is not intended to show a final layout but to ensure that all
necessary components are included and occur in the correct order.
6. Author(s) re-submit the manuscript, which generates an updated XML file that is
automatically sent back to ZooKeys. The publisher parses the final accepted XML
document, adding additional XML mark-up for nomenclatural acts required by Zoo-
Bank registration, in addition to other semantic enhancements (Penev et al. 2010).
7. ZooKeys publishes the paper adding DOIs for the paper and supplementary mate-
rial. The printed published paper includes a link back to the accepted manuscript
on the Scratchpad. The Scratchpad version of this article also includes link(s) to
the dynamic descriptions of each taxon page showing versions of updated descrip-
tions if they have been edited after publication (Fig. 1). New taxa descriptions
are registered online by the journal’s editorial office. In the future, ZooBank will
provide receipt of an XML file from ZooKeys and create new records for published
nomenclatural acts. The manuscript is submitted to PubMed /PubMedCentral for
optimal distribution archival purposes.
8. The manuscript and all supplementary data are unlocked on the Scratchpad and
made public on the day of printed publication. At this time the placeholder taxon
names are automatically substituted by the final published taxon name.
Streamlining taxonomic publication: a working example with Scratchpads and ZooKeys 23
By default all Scratchpad data concerning the ZooKeys publication are kept private
for steps 1 to 8 and made public at step 9, although the original taxon pages are nor-
mally public. However, the author(s) have the capacity to make all these data public
from the outset.
Technical Implementation. A single Drupal module (called “Publication”) has
been written to support the technical implementation of this workflow within the
Scratchpads. This is available from the Scratchpad Subversion repository (http://
svn.scratchpads.eu/svn/scratchpads/trunk/modules/publication/) along with other
Scratchpad project written dependencies. Software dependencies include the Drupal
communitys Organic Groups module (http://drupal.org/project/og) and Con-
tent Construction Kit (http://drupal.org/project/cck) modules, in addition to the
Scratchpad project’s Species Profile Module (SPM) and Taxonomy Tree modules.
The Publication module provides a new Drupal content-type (also called “Publica-
tion”) that is set to be an “Organic Group”. This enables an author to assign other
users to a publication object and optionally restrict access to content associated with
that publication. The Publication module creates three other simple content types
that are used to provide additional sections for the publication. The first of these
supports general sections common to most publications (e.g. Discussion, Materials
and Methods) and taxon specific sections that allow users to add sections to each
taxon treatment (e.g. Citations, Type Material). The second of these enables users
to control which data fields appear in each taxon treatment and their relative order
in the text. Finally, an image caption content type is provided to enable users to an-
notate their images.
In summary the Publication module provides an intuitive interface that allows
users to select and order content from their site and associate this with the publica-
tion, providing a many-to-many link between publication objects and other content
types (e.g. Image, Bibliography). Thus for example, a single image can be used in
many publications, and a single publication can have many images. The module
also supports the communication between the user’s Scratchpad and the publisher
transferring the TaxPub XML representation of the manuscript to ZooKeys during
submission, revision and final acceptance. TaxPub is an extension of the National Li-
brary of Medicine (NLM) / National Center for Biotechnology Information (NCBI)
Journal Archiving Document Type Defi nition (DTD) for the markup of taxonomic
treatments.
Testing. To demonstrate feasibility of the workflow (Fig. 5) it was implemented on
the Fungus Gnats Online Scratchpad (http://sciaroidea.info) for a paper describing a
new genus and a new species of Lygistorrhinidae (Diptera, Sciaroidea) and on the Mili-
chiidae online Scratchpad (http://milichiidae.info) for a paper describing a new species
of Milichiidae (Diptera, Schizophora). Both papers appear in this issue of ZooKeys
(Blagoderov et al. 2010, Brake and von Tschirnhaus 2010). These two publications
were used to validate and test the publication module, which is now available to all
Scratchpad users through their sites.
24 Vladimir Blagoderov et al. / ZooKeys 50: 17-28 (2010)
Manuscript
Create Publication project peoneiad Prepare species page bieperrion {
on Scratchpa
Add Add sections | | | | |
references
Species Specimen Locality New name:
Manuscript description records records Taxonomy term
page
Images
Preview
Manuscript
manuscript
XML :
Review manuscript
ee A Sine V comments,
Manuscript { Read HTLM ‘ Agree to replies and corrections
with reviewers' L. | directly =: review
comments i ia 7%
Correct "
input data Review :
— ed | et |
Send comments to
authors through editor
Reply to
Insert final
corrections
Copy editing
v Vv v v v v
Manuscript Species
page description
Register
with Zoobank
Produce
final
: Produce
Specimen Locality New name:
Illustrations records records Taxonomy term
Open access to
paper and
supplementary
materials
| Manuscript ll . > Enhanced Printed
versions || | j - HTML L paper
Figure 5. Publication workflow showing processes of preparation, reviewing and editing of the manu-
script and publishing it on paper and online. Dashed lines — process of online review to be developed on
Scratchpads.
Streamlining taxonomic publication: a working example with Scratchpads and ZooKeys 25
Discussion
Many taxonomists have rejected the possibility of e-publications citing concerns over
the permanency of the final article in the scientific record. We believe our workflow
addresses this concern while facilitating much enhanced dissemination. It supports
e-publication for fast dissemination of information, a paper record for posterity, and
simultaneous ZooBank registration, eliminating discrepancies over a name’s date of
availability. We aim to remove the gap between paper and e-publication, streamlining
the compilation of manuscripts, simplifying article formatting for the publisher and
communication during peer-review and editing, and reducing the cost of the final
printed publication process.
A central benefit of publishing through this method is that the underlying data can
be corrected and expanded upon at any point after publication without distorting the
original published version. This original is preserved by the publisher and archived on
the source Scratchpad. New versions of the document can be produced at the click of
a button at any time, should a further taxonomic revision be required, enabling new
data and corrections to be formally published in the same manner as the original arti-
cle. In addition these data are readily and freely accessible to all stakeholders through
the source Scratchpad under an explicit Creative Commons licence. The fact that the
source data are structured within the Scratchpad, according to standards appropriate to
the underlying data, allows them to be shared with other biodiversity initiatives aggre-
gating these types of information, e.g. GBIF (http://www.gbif.org) for specimen and
observation data, and the Encyclopedia of Life (http://www.eol.org) for species page
information. More importantly, for the authors of taxonomic datasets Scratchpads sup-
port social collaboration and cooperation amongst stakeholders in a way that exceeds
the potential for collaboration through traditional printed research articles. Because
these articles are on the Web there are (within reason) no limits placed on the volume
of supplementary data published in support of the original publication.
The workflow (Fig. 5) described here ensures that:
e All data, including full original descriptions, are universally accessible through a
website.
e ‘This process is compliant with the existing requirements of the nomenclatural
codes since it includes publication and distribution of numerous printed copies for
the purpose of permanent scientific record; although we advocate the continued
evolution of these codes, particularly with respect to formally recognising the man-
datory role of ZooBank.
¢ Nomenclatural acts are simultaneously registered with ZooBank, which simplifies
and streamlines compilation of the list of all available zoological names.
e ‘The editorial process becomes faster and simpler, making journal production
cheaper.
¢ Conflict between author and publisher over copyright is avoided, since both
Scratchpads and ZooKeys are Open Access and require authors to accept Creative
26 Vladimir Blagoderov et al. / ZooKeys 50: 17-28 (2010)
Commons licences as a condition of use. Besides, published taxon treatments are
public domain according to Agosti and Egloff (2009).
The most time-consuming parts of the described process are those that cannot be
fully automated, specifically the actual research and preparation of taxon descriptions
and peer review of the resulting manuscripts. Scratchpads help with the former, in that
a well established website can offer easy access to component data (e.g., bibliographic
data, protologues, identification keys, descriptions and images of available taxa) that can
be re-used and re-purposed within publications. Although the underlying data requires
considerable investment, use of the Scratchpads facilitates efficient re-purposing of these
data at the touch of a button. In addition, repeated use of the workflow facilitates the
long-term compilation of large aggregated datasets that can be published in small ac-
cretionary steps. This enables authors to rapidly realise the value and impact of their
work through a series of small publications, rather than necessitating the compilation of
extensive monographs that may require many years (sometime decades) of effort.
Reviewers can access data linked to a publication directly on the Scratchpad. It is
possible to make the data visible only to selected reviewers, and ZooKeys editors, even
to the point of granting them comment and editing rights. As usual for paper publica-
tions, the editor of the journal can act as moderator of the discussion, and accept or re-
ject the paper based on comments from the reviewers. As part of further developments
to the journal submission module we are planning to integrate a system of peer review,
which would allow reviewers automatically to have editing and comment rights within
the source Scratchpad without compromising integrity of the original data. Side by
side comparison of versions will allow authors and editors to accept or reject comments
and changes in addition to making further adjustments to the manuscript.
In principle our workflow can be adapted to work with the editorial practices of
any journal and represents a phase-shift compared to the traditional practice of pub-
lishing static scientific articles that age from the moment of their initial publication. By
providing the means to rapidly revise and expand data from existing static publications,
we effectively remove redundant, out-dated information from the reader‘s immediate
attention. This is predicated on the changing practice of primary access to information
being on-line rather than on paper. Additional information about the taxon can be
added to the Scratchpad without the need to trigger a new version of the print publica-
tion, the primary purpose of which is to validate nomenclatural acts. Central to this
philosophy is the use of existing citation and discovery systems that provide access to
the static print version but simultaneously give access to the latest update from the
on-line source. A new print version is required only when a new nomenclatural act is
perpetrated on the taxon concerned, for as long as the codes of nomenclature maintain
their current embargo on e-publication.
Within the traditional scholarly communication system, the concept of a journal
publication dominates our definition of a unit of communication. However the devel-
opment of this system and the changing nature of taxonomic research practice high-
lights the need to acknowledge and reward a much wider range of scientific contribu-
Streamlining taxonomic publication: a working example with Scratchpads and ZooKeys 27
tions. In addition to non-textual materials, which are generally regarded to be add-ons
rather than essential parts of the publication, other small accretionary advances like
comments and corrections need to be registered and rewarded within a future system of
scholarly communication. Ultimately this communication system itself should closely
resemble, and be intertwined with the scholarly endeavor itself, rather than being its
after-thought or annex. To this end we are planning further incremental developments
to this workflow with EU FP7 funding (see http://vbrant.org - Virtual Biodiversity Re-
search and Access Network for Taxonomy) that will allow us to develop the workflow
to support the following enhancements:
e Accommodate new journals by implementing plug-in submission modules for al-
ternative publishers. One obvious immediate extension is the forthcoming botani-
cal journal PhytoKeys.
e Implement features that allow the publisher to automatically trigger public release
of manuscripts and corresponding data on the Scratchpad. Currently the manu-
scripts corresponding author must trigger this manually.
e Implement an open review policy through the Scratchpads enabling every member
of a professional community to publish open comments and corrections about a
manuscript.
¢ Couple open review systems with an online metric that indicates and rewards levels
engagement by reviewers for their contributions. Through this we hope to increase
the quality and quantity of peer-review, in addition to discouraging vindictive or
anti-competitive reviews.
e Develop greater collaboration with ZooBank and International Plant Name Index
IPNI (the botanical equivalent of ZooBank), supporting the mark-up required for
automatic registration of new nomenclatural acts.
Acknowledgements
This work was generously supported by the EU FP6 project EDIT under their Integra-
tion Research Grants scheme (http://www.e-taxonomy.eu/irg) awarded to VB.
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