Quo Vadis, Taxonomy?l By Curtis W. Sabrosky2 Systematic Entomology Laboratory, U.S. Department of Agriculture, Washington, D.C. some data are available. In North America, the largest concentration of taxonomic entomologists is in Washington, D.C.: 42 active professionals (31 U.S. Department of Agriculture and 11 Smithsonian Institution), besides administrators and a few research associates and collaborators. This group is second in the world only to the 59 taxonomic entomologists centered at the British Museum (Natural History) in London (41 Museum, 12 Commonwealth Institute of Entomology, and 6 of other agencies). Other large staffs in North America include 26 at the Entomology Research Institute in Ottawa, Canada, 10 in the California Department of Agriculture at Sacramento, 6 in the illinois Natural History Survey at Urbana, and 5 in the Florida Department of Agriculture at Gainesville. Tabular comparison is only partially successful, because records are kept in different ways, by lots received, by identifications, or by specimens. Table 1 summarizes the work loads of professional insect taxonomists in the organizations just mentioned. Without depreciating in the slightest the contributions of other organizations, I must point out the enormous burden carried by the insect taxonomists of the U.S. Department of Agriculture. For many years they have received for identification more than 30,000 individual lots each calendar year. The number of identifications, or separate names furnished to correspondents, has averaged nearly 82,000/year for the past 10 years. Specimens identified, exclusive of scale insects, total more than 322,000 annually. I marvel that in spite of this burden, the USDA taxonomists have produced many research papers, notable catalogs on Hymenoptera, Diptera, termites of the world, and mosquitoes of the world, and books on special topics such as blow flies, leafhoppers, and acarology. However commendable their record, it is not without fault. The burden and constant pressures often lJIean delays and disappointing time lags in identification and reporting. Far more serious is the depressing effect on the research that should be carried on by those competent specialists. It is a pitiful fact of life that able specialists wear away the best years of their lives trying to cope with that ceaseless flood tide that beats upon their doorsteps. Many, if not most, requests for identifications are justified, though not necessarily urgent. No matter what his affiliation, no taxonomist should need to procrastinate or refuse. If tasks are justified, then the task force should be commensurate in size and support with the need and the demand. And for taxonomists in general the justifiable demands are escalating with the increase in such projects as environmental studies, biological control activities, IBP, and a sea-level canal. Quo vadis - where goest thou - taxonomy? Behind this question lie many others. What is the task of taxonomy? Is the support commensurate with the task? Do taxonomists deserve support? Have they, or have they not, served biology in general, entomology, and their fellows? Much of my discussion refers to taxonomy and taxonomists in general. Other parts apply particularly to taxonomic entomology in the Federal Government. THE TASK OF TAXONOMY The task of insect taxonomy encompasses the identification ·and classification of insects and related arthropods, with all relevant activities. For this audience I need not dwell upon the immense size and diversity of the field. There are hundreds of thousands of known species, classified in tens of thousands of generea and subgenera, organized into thousands of families and other groups, with numerous synonyms in all echelons, all forming a stupendous agregation of names and taxa. Yet it seems safe to say that no Curtis W. Sabrosky more than half, possibly only one quarter, of the world's insect fauna is known. Perhaps one or two million species remain to be described, besides which only a small fraction is known of the immature stages of the already described species. Obviously a huge task remains to be done. But taxonomists are not merely inventorying the fauna. Many new species are only byproducts of more precise discrimination of the elements of species complexes, sibling species, cryptic species, and convergences. At a practical level, the task of taxonomy is reflected by the service identifications being done by taxonomists individually and in various public agencies in addition to - or at the expense of! - their research programs. The volume of service identifications and the associated consultation provided by taxonomists are measures of the task of applied taxonomy. Such identifications are often vital to the research of others, and performed as a service by the taxonomist, an application of his specialized knowledge. For public agencies, 1 Presidential address delivered at the opening session of the annual meeting of the Entomological Society of America in Chicago, Dec. 1, 1969. 21 acknowledge with thanks the prompt and generous cooperation of the following in supplying information on service identifications and personnel of their organizations: W. B. Mountain, E. C. Becker, and J. J. H. Martin, Canada Department of Agriculture; George T. Okumura, California Department of Agriculture; H. A. Denmark, Florida Department of Agriculture; Philip W. Smith, illinois Natural History Survey; Maynard J. Ramsay, Plant Quarantine Division, U. S. Department of Agriculture; Paul Freeman, British Museum (Nat. Hist.); R. G. Fennah, Commonwealth Institute of Entomology . THE WORK OF TAXONOMISTS Have taxonomists done a good job? In seeking an answer to such a question, I shall discuss briefly some facets of the work of taxonomists. Nomenclature.-Complaints about changes in familiar names are frequently heard. A correspondent wrote me this year that, "It is almost impossible for those of us who are general entomologists and general biologists to keep up with all of the changes in names of organisms - to say nothing about the reasons for those changes." Name changes may be for zoological as well as for 3 Table I.-Major North American centers for insect identification. Organization Systematic Ent. Lab., USDA Dept. Entomology, Smithsonian Ent. Research Inst., Canada Dept. Agr. Insect Taxon. Lab., Calif. Dept. Agr. Div. Plant Industry, Fla. Dept. Agr. Ill. Nat. Hist. Survey Taxonomists! 1959-69 Lots received No. identifications 31,3922 81,7432 22 30 5 11 21 26 8352 6,5203 7 10 13,8474 24,6002 5 5 12,0905 5 6 Specimens identified 322,4282,7 3,5132,8 7,6292,8 42,3852 35,4266,9 8752 ~Administrators not included unless also practicing specialists. 3Average of 10 years, 1959-68, inclusive. 4Average of 4 years, 1965-68, inclusive. 5Average of 7 years, 1961-67, inclusive. 6Average of 5 fiscal years, July 1, 1964-June 30, !969. Based on half-year count of 17,713 for January through June 1969, but because spring is the heaviest period for id~tifications, the final total for 1969 will probably be somewhat less than estimated total. 8 Not counting scale insects. From lots received by USDA, or mixed lots received at the Smithsonian Institution and referred to USDA. The figures do not include lots received at the Smithsonian and exclusively for Smithsonian personnel, for which exact figures are not available. 9 Counting scale insects. nomenclatural reasons. Zoological changes result from shifts in classification or identification, sometimes made more annoying by differences of opinion among taxonomists. Depressing as it may sound, many changes are yet to come, because of the lag in modern revisionary work from the relatively small number of active taxonomists. Changes for zoological reasons can usually be satisfactorily explained and justified. However, changes for purely nomenclatural reasons, i.e., application of the International Code of Zoological Nomenclature, somehow never seem so justifiable, no matter how easily explained. The Law of Priority, which requires the use of the oldest proposed name that satisfies certain generally accepted criteria, is a method for complete objectivity in the choice of names, avoiding personal, nationalistic, or other prejudices. Unfortunately 2 serious limiting factors exist: (1) the inadequacy of catalogs; and (2) human nature, the unwillingness to change, to lose face by retracting a decision once published. The 3 little words, "I was wrong," are not often heard in taxonomy. One is more likely to hear, "I was robbed'" Rules of nomenclature have no force or enforcement except the weight of their own merit backed by general acceptance and world opinion. It is a safe bet that no one agrees with all rules in the Code, but in general this Code is what most of us abide by. I am also fIrmly convinced, contrary to the ideas of individuals who go their lone way, that stability and universality would be greatly advanced by united support of a set of rules, rather than by disunity and the contemporaneous application of different rules. In nomenclature I maintain that the end is more important than the means. Independence of action hinders rather than helps when we are actually striving toward a common goal - stable and universal names. Common Names.- The Society's approved lists of "Common Names of Insects" include their scientific names, and in this arena the work of taxonomists is in plain sight of everyone. Regardless of whether one approves of lists of common names - and I am aware that some taxonomists do not - an analysis of the lists and changes in them should bear witness to the work of taxonomists. The fust such approved list, published in 1908, consisted of only 142 pairs of names, common and scientific. This sample is small, and the scientific names do not appear to have been critically checked by specialists. The second list (1925) offers the sizable sample of 541 pairs (or 531,Ieaving out 10 dropped from later lists), and accordingly this list was used as my base line for analysis. It includes, in general, the most common and most important species, on the lists for a full 40 years, to and including the latest list (1965). Table 2.-Common-name lists, 1925-65. (Nine lists.) Changes Common names Scientific names Totals 25 278 303 Alterations Totals III 425 536 136 703 839 Table 2 summarizes the history of the 531 names. There have been 25 changes and III alterations in common names, and 278 changes and 425 alterations in scientific names. In other words, scientific names show 11 times as many changes and 4 times as many alterations. What do these facts mean? Should one dwell upon the apparent instability of scientific names compared with common names? Or should one deplore even 25 changes in common names as unfortunate changes of mind? Or should one emphasize above all that 296 (55.7%) of the pairs of names have had no change whatsoever, or only trivial alterations? Clearly we must look beyond the bare figures. Alterations are mere technical or trivial details, often based on editorial policy, that do not affect the essential recognizability of names, such as hyphenation, parentheses around authors' names, or spelling changes such as the successive I, 11, m, and mm variants of hellgrammite. The great majority of these came in the first 3 or 4 lists, when there was a certain amount of indecision on format and apparent lack of careful checking of details. 4 Table 3.-Changes in scientific names from the 1925 list. 1931 1937 1942 1946 1950 1955 1960 1965 Totals Generic name 34 18 35 24 5 15 4 24 159 Specific name 12 4 23 10 5 18 12 15 99 5 2 8 1 1 2 0 51 24 66 35 11 35 16 Both Totals 20 40 278 Table 4.-Screw-worm. What of the really critical point, the numerous changes in scientific names? Table 3 analyzes these changes, showing 159 in generic name alone, 99 in specific name alone, plus 20 in both at once, and shows that changes are still continuing at a fairly steady pace. If this condition seems bad, please remember that scientific names are not mere captions for pigeonholes. The generic name represents a fllst step in placing the specific taxon in the hierarchy of zoological classification, but this step is subject to differences of opinion among taxonomists. Extensive reclassifications have resulted from studies of genitalia, host relationships, immature stages, and cytology. By and large, these are the causes of the large total of 179 changes in generic names. Moreover, taxonomy has always been understaffed for the overwhelming diversity that it faces. Many, many groups waited years for revision, and many still await modern study. Incidentally, long overdue reclassification in aphids and scale insects, especially mealybugs, caused most of the recent changes. At the species level, the 119 changes have come about in various ways, for example, from revisionary studies (as in the bark beetles, Dendroctonus), from separation of New and Old World species (Heliothis zea from H. armigera), or from application of rules of nomenclature (Lygus Iineo/aris, an older name than L. oblineatus). Date Name 1908 1925-31 1937-42 1946-50 1955-60 1965 Chrysomyia macellaria (F.) Cochliomyia macef/aria (F.) C. amen'cana Cushing & Patton Callitroga americana (Cushing & Patton) C. hominivorax (Coquerel) Cochliomyia hominivorax (Coquerel) realized that 2 distinct species were being confused. Aubertin and Buxton in England adopted hominivorax in 1934, only a year after americana was named, and they were followed by the rest of the world, as we, too, should have done. Table 5.-Margined blister beetie. Date Name 1908 1925 1931-42 1946 1950 to date Epicauta marginata (F.) E. cinerea marginata (F.) E. marginata (F.) E. solani Werner E. pestifera Werner Time does not permit a detailed review of name changes. However, it may be illuminating, after the questions asked The case of the margined blister beetle (Table 5) is about the work of taxonomists, to note a few of the straightforward, bad as it looks. Fabricius' name marginata sequential changes that I am sure have annoyed many people. truly applies to a distinct species from the Cape of Good Other examples might be discussed with profit and interest, Hope, but our usage dated from an error by the great man such as the scientific names for the codling moth and the elm himself, who applied the name marginata to a similar leaf beetle, but I shall reserve those for later review in a paper American species. Our species was fmally christened in its dealing with the common-name lists. own right, but unfortunately the name chosen, solani, was The screw-worm (Table 4) illustrates both zoology and found to have been used previously in another part of the nomenclature. In 1915, Townsend separated the New World world, hence the final change, which its author wistfully forms as Cochliomyia, and in 1933 the confusion of primary hoped would be the last! and secondary screw-worms was sorted out. So far, all is The hornworms (Table 6) show a variety of changes: legitimate zoology. The rest is a mixture of nomenclatural Backing and f1lling on the generic name, and most astonishanomaly, human nature, and taxonomic error. Suffice it to ingly a reversal in the use of the specific names. The generic say that hominivorax was clearly described and figured over a name Manduca is older than Protoparce by a half century, century ago from a case of human myiasis, and should have but its adoption was delayed by difference of opinion on the been recognized from the original publication, once it was acceptability of a certain publication. Table 6.-Hornworms. Date Name Genus 1908 1925 1931 1937 1942-60 1965 tobacco horn worm Phlegethontius Protoparce Phlegethontius Protoparce Protoparce Manduca quinquemacula ta quinquemaculata quinquemacillata sexta sexta 5 tomato horn worm sexta sexta sexta sexta quinquemaculata quinquemaculata Table 7 .-Spruce budwonn. Date 1865 1925-31 1937 1942-46 1960 to date favor of concentration on more important, more needed, and more useful projects. I suggest that to the familiar expression, "oh my" insects, we might add another term, "so what" taxonomy. Let us be realistic. Today vast sums are involved in poverty programs, space research, wars past and present, and so on. I see no immediate hope of any great leaps forward in the support of taxonomy, federal or otherwise. I may be unduly pessimistic, but holding that view I favor purposeful selection of what is studied, cold-blooded determination of what is important, and concentration on getting those tasks done. Otherwise I fear that we may end with detailed knowledge of Micronesia or Malaya or Malawi, but with gaps in our knowledge of Main Street, U.S.A. We may have revisions of minor families or rare genera but fail to understand important pests and parasites and predators. I believe strongly that applied taxonomists need to revise their aims and priorities and realistically restructure their efforts. Name Tortrix? fumiferana Clemens Harmologa fumiferana (Clemens) Cacoecia fumiferana (Clemens) Archips fumiferana (Clemens) Choristoneura fumiferana (Clemens) The spruce budwonn (Table 7), my last slide, shows one consistent specific name but 5 different generic names. The reasons for change lie almost entirely in successive reclassifications of the tortricid moths, with more restrictive genera now being recognized. In general, explanations can be made for many of the name changes. Some change is inevitable with developing classifications, and there must be tolerance for legitimate difference of opinion on such matters as generic position, specific synonymy, and subspecific status. Yet I must confess to a nagging feeling that some cracks in the facade cannot be satisfactorily explained or defended. I cannot escape the feeling that not all taxonomists have reviewed the lists carefully and faithfully, and that some errors have been perpetuated by this laxity, or by fealty to familiar usage. If a worthy job is to be done, and it is worth doing on a work of reference and standard, then it is worth doing well. Having said that, I shall close this section with mention of a case, not involving a name change, that is defmitely to the credit of taxonomists, even though they have been charged otherwise. Several years ago, at an annual meeting of the Society, a speaker stated that the seriousness of an immigrant species, the Japanese beetle, "was masked for years by an entomologist who misidentified the specimens." In reality, the beetle, even though exotic, was not only identified correctly and promptly, but a warning of its potential seriousness was issued by the taxonomist. The beetle was discovered in a New Jersey nursery in August 1916. Sometime in the first half of 1917 it was identified as Popilia japonica by H. S. Barber in Washington. Barber warned, according to the collectors, Dickerson and Weiss, "that this was the first record of the genus from America, and further that species in allied genera have caused considerable trouble in the Old World and when introduced into various of the Pacific Islands." Dickerson and Weiss promptly revisited the nursery to make further observations. In other words, within only one year, the Japanese beetle was discovered, submitted for identification, identified, reported, and rechecked at the original site! Less than one year later, the story was in print in the Canadian Entomologist. A few general remarks on the work of taxonomists: they are frequently preoccupied with far-off faunas. A great deal of work needs to be done on North American insects, particularly revisory work, catalogs, and handbooks. Yet some taxonomists and some important institutions emphasize studies of far-off faunas to the neglect of our own. Studies of the distant are not all bad, of course. American interests are broad, high-speed transport brings us exotic species, and threatened ecological niches invite and demand exploration before they disappear. Research is research, and defensible as such, within reason, but if that needed at home is neglected. then the public and the entomological profession have, in my opinion, a legitimate reason for questions. Taxonomists often seem to have a predilection for the unusual and the intriguing in minor groups of little or no importance. Such studies have some values, of course, but when resources of men, money, and time are more or less rigorously limited, the minor groups should be stockpiled in THE IMAGE OF TAXONOMISTS What of the image of taxonomists? Are they old-fashioned, not with it? Taxonomists in general are dedicated individuals, sometimes too much so as many a wife can testify. Some of the dedication admittedly is selfishness and introversion, but with taxonomy lacking the support that flows to more popular and dramatic disciplines, dedication has made possible much of what we know in taxonomy today. This dedication undoubtedly contributed at one time to the image of an entomologist as a wild-eyed professor chasing a butterfly across flowered fields. This image has changed considerably in modern times, but some of the old image still remains in cartoon and story. With all the derision, there may be a touch of envy or wistfulness. The things that taxonomists do reflect that of which they can be proud: enthusiasm, dedication, and love of one's life work. No apology is needed for those. Until insect taxonomists draw their final breaths, they will remain fascinated students of one of the world's most important groups of animals. The attitudes of taxonomists are as varied as human nature. Some have made a career of being good cooperators, and some a career of being s.o.b.'s. Such a range may exist in all professions, but perhaps some of the worst prima donnas are in taxonomy, because taxonomists tend by nature to be introspective and self-centered. It is probable that the actions of some of us taxonomists have contributed to our lack of support. We need somehow to renovate the image of taxonomists, as well as of taxonomy. THE SUPPLY OF TAXONOMISTS Taxonomists are the unfortunate beneficiaries - if I may use that tenn figuratively - of a modem trend in biology. As Dobzhansky expressed it a few years ago: "At present, molecular biology is at the top, and systematics at the bottom, of the peck order in biology." Originally the cataloguing of the fauna and flora was the exclusive interest of biologists. They were impressed by the variety and grandeur of nature, and they undertook to describe and name the organisms. Then followed successively the rise of other fields - comparative anatomy, physiology, genetics, and so forth - and molecular biology is the latest of these. The tide moved away from taxonomy, and fmally even against it. However, many disciplines, such as entomology, nematology, and malacology, still have enonnous taxonomic problems. Unfortunately, taxonomy is in serious need of competent taxonomists. The deficit is becoming acute at a time when active fields, such as ecology, need the services of taxonomists even more. The present taxonomic community 6 is aging, with too few replacements. There is less recognition, or none at all, in some graduate schools, of taxonomic problems. I am deeply concerned about the present support of the training and encouragement of taxonomists for the future. Within systematics itself, the status of taxonomy proper is not high. Some might say sardonically that this condition stems from the prestige and impact and grant value of key words like evolution, speciation, and phylogeny. Nevertheless, and whatever the cause of the status, accurate identification is as important as it ever was, and with the discovery of complexes of species and large numbers of still undescribed species, precise discrimination is becoming in many cases more and more difficult and time consuming. Furthermore, there is that tendency for taxonomists to choose glamour insects, the "oh my" groups rather than the "oh hell" groups. How many study scale insects, aleyrodids, wireworms, or tachinids, to mention a few highly important but unpopular groups? An experienced taxonomist is developed over a period of time; he does not come Ii la cafte as "instant authority." Somehow we must replenish and increase our supply of taxonomists, and concomitantly revitalize taxonomy itself. to space exploration, lasers, and similar striking developments. Over the past 2 years, the role of systematics in the Federal establishment has been reviewed by a Panel on Systematics and Taxonomy (POST) established by the Committee on Environmental Quality of the Federal Council of Science and Technology. The panel's report will be published in the near future. This year a committee established by the National Research Council has been reviewing a proposal for an institute for the support of applied systematics. In the United States Department of Agriculture, new insect taxonomists have been added in each of the past 2 years, so that at present the Insect Identification Unit has 30 specialists, the largest number in its history. The Plant Quarantine Division has developed a corps of 20 identifiers in various ports and border areas. These identifiers serve the immediate needs of their organization and materially decrease the pressure on the Washington taxonomists. Several States, notably California, Florida, and Illinois, have important centers for taxonomic service work, and in recent years some other States have sought to develop or increase their in-house competence in taxonomic work. All this is helpful and hopeful. We should renew our efforts for total support commensurate with the task. Perhaps it is appropriate here to mention the subject of publications. I look forward to the day when taxonomy, along with other fields, can fully utilize modern storage and retrieval systems. It is not yet clear in what direction or how far we should go with these methods, but we cannot stand still, or turn our backs on thc problem. As the late President Eisenhower so well expressed it, "We cannot face the future simply by walking into the past backwards." THE SUPPORT FOR TAXONOMY Is thc support for taxonomy commensurate with the task? On balance, and with due acknowledgment of taxonomists' failures and weaknesses, I must answer "No." I am afraid that not all taxonomists do or have done as good a job as they might, but even if all do a good job, they would still be swamped. Taxonomists do lack enough material support, in spite of years of oral support. The hard-working and conscientious taxonomists are overworked. They deserve much more help. Personnel of service organizations should be adequate to do a good service job and to carry on research. Both are important, and both are essential. In the long run, doing a good service job demands supportive research, but research is manifestly difficult under the deadly workload carried by the USDA taxonomists. A great deal more support is needed CONCLUSIONS We are living, in many respects, in a time of ferment. I am not so "square" as to propose a rededication to the three r's - though some of that is badly needed! Rather I suggest many r's. To review briefly the recommendations in my talk today, I believe that taxonomists (and, where appropriate, all entomologists) at all levels in both should spirit and funds. We need much more for the taxonomic services performed by the overworked Federal taxonomists. We need increased State support, because there is much that the States can and should do for themselves locally. We need more individual cooperation with S~ate and National agencies in taxonomy. We need more mobilization and coordination of existing manpower and facilities, because, realistically, the prospects for any immediate major improvement seem rather dim, or at least distant. There are some hopeful signs. The present climate of opinion is favorable, in spite of the understandable attention First, revise aims and priorities realistically, and restructure the effort in applied taxonomy; Second, renovate the image of taxonomists; Third, replenish the supply of taxonomists, and concomitantly revitalize taxonomy itself; Fourth, renew efforts for support commensurate with the task of taxonomy; And finally, reaffirm faith in taxonomy. Revise. Restructure. Renovate. Replenish. Revitalize. Renew. And finally, reaffmn. Quo vadis, taxonomy? Quo vadis? MATING OF THE HONEY BEE that worker bees had to be excluded from the cage because they clustered around the queens. The exclusion of the workers presented the problem of maintaining drones and queens without direct contact with workers. The primary question, if queens would continue mating flights if they had contact with workers only through a screen, was answered affllmatively. The queens also mated when these experiments were carried on outside the cage. Once the queens and drones were in the cage, the drones pursued queens as well as other drones. The present problem is in getting the drones to focus all attention on the queen rather than on one another. JOHN HARBO and ROGER MORSE To selectively breed any animal, man must be able to control the mating. Honey bee mating is especially difficult to control because the queen bee flies alone from her hive and mates with drones which may live miles away. The methods presently used to control honey bee mating are (1) stocking all the bee hives for miles around with desirable drones or (2) artificial insemination. Artificial insemination gives better control, but it is time consuming and requires special skill and equipment. If bees could be naturally mated in cages, controlled mating would be greatly simplified. Harbo and Morse studied the mating behavior of honey bees with the hope that it will eventually lead to the ability to induce mating in confinement. It was quickly established Department of Entomology Cornell University 7
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