HISPID3

Herbarium Information Standards and Protocols for Interchange of Data

Version 3

Editor
Barry J. Conn


Internet URL
http://www.tdwg.org/standards/110/

© Council of Heads of Australian Herbaria

Previous Versions of HISPID

Version 1:

Croft, J.R. (ed.) (1989). HISPID - Herbarium Information Standards and Protocols for Interchange of Data (Australian National Botanic Gardens: Canberra).

Version 2:

Whalen, A. (ed.) (1993). HISPID - Herbarium Information Standards and Protocols for Interchange of Data (National Herbarium of New South Wales: Sydney).


  • As with all previous versions of HISPID, the preparation of the HISPID3 interchange standard is being coordinated by a committee of representatives from all major Australian herbaria. Since 1995, the development of this standard has been coordinated by the 'Herbarium Information Systems Committee' (HISCOM) (refer Internet URL http://www.rbgsyd.gov.au/HISCOM).
  • TABLE OF CONTENTS

    INTRODUCTION 5 RECORD IDENTIFICATION GROUP 29
    Format of HISPID3 5 'Full' Scientific Name 29
    Definitions 6 'Limited' Scientific Name 29
    Italics 6 Hybrids, Intergrades 29
    Nulls 7 Vernacular Names 30
    Single character fields 7 Higher Group Names 30
    Codes 7 Plant Name Authorities 30
    Relevant Standards 7 Other Comments 30
    Summary of the important features of a HISPID3 file 8 HYBRIDS, GRAFTS, CHIMAERA AND INTERGRADES 32
    Example of the start and end of a HISPID3 file 8 CULTIVATED PLANT NAMES 45
    An example of a filled HISPID3 interchange file 9 TYPIFICATION GROUP  50
    FORMAT OF THE TEXT IN THIS DESCRIPTION OF A HISPID3 FILE 11 VERIFICATION GROUP 55
    The full field name 11 Identification Qualifiers 55
    The transfer identifier code 11 LOCATION GROUP 63
    TDWG Short name 11 Subsequent Location Fields 63
    The field description 11 Geocode Information 63
    Relevant standards 11 Spatial Data Interchange 64
    Domain/Range/Values 11 HABITAT GROUP 79
    Comments 11 COLLECTION GROUP 85
    Rules 11 Subsequent Collection Fields 85
    Notes 11 KIND OF COLLECTION, ADDITIONAL COMPONENTS and VOUCHER COLLECTIONS 93
    FILE IDENTIFICATION FIELDS 13 ADDITIONAL DATA GROUP 103
    FILE IDENTIFIER GROUP 13 LOAN GROUP 111
    ACCESSION INFORMATION Fields 21 DATA ENTRY AND EDIT GROUP 117
    ACCESSION IDENTIFIER GROUP 21 INDEX 121
    BASIS OF RECORD GROUP 25

    INTRODUCTION

    The 'Herbarium Information Standards and Protocols for Interchange of Data' (HISPID) is a standard format for the interchange of electronic herbarium specimen information. HISPID has been developed by a committee of representatives from all major Australian herbaria. This interchange standard was first published in 1989, with a revised version published in 1993.

    HISPID3 is an accession-based interchange standard. Although many fields refer to attributes of the taxon they should be construed as applying to the specimen represented by the record, not to the taxon per se. The interchange of taxonomic, nomenclatural, bibliographic, typification, rare and endangered plant conservation, and other related information is not dealt with in this standard, unless it specifically refers to a particular accession (record).

    This data dictionary is concerned primarily with data interchange standards but has considerable relevance to database structure since the task of preparing interchange files is simplified if the data fields of the despatching and receiving databases match, as far as possible, the interchange standard. If differences do exist then, generally, it is easier to combine data fields than it is to dissect them in a reliable manner. Fields that are concatenated are frequently heterogeneous in their nature and many preclude the possibility of rearranging the data contained within such fields.

    The fields discussed in this data dictionary cover most of the herbarium and botanic gardens sphere of activity and have been arranged in groups of similar types of information. In many cases these groups may coincide with separate well­defined tables (or databases) of structurally similar records.

    The challenge for herbarium data managers is to decide whether the data are to be efficiently exchanged as discrete but related tables (databases) or as a larger single flat file that may have to be appropriately dismembered by the receiving institution. Some database packages are able to stack multiple values in a single field. This useful data structure complicates the interchange format and will not be used at this stage.

    Format of HISPID3

    The 'Herbarium Information Systems Committee' (HISCOM) considered several format options for HISPID3. It was agreed that the interchange format of HISPID3 would be a flat­file. This flat­file format was chosen because it was relatively simple and required minimal computer programming to enable the importing and exporting of data. Furthermore, this format was in agreement with that chosen for the 'International Transfer Format for Botanic Garden Plant Records (Version 2.00)(ITF2). Although, it was recognised that it was difficult to transfer relational (hierarchical) data in flat­file formats, it was decided to proceed with the publication of this version of HISPID so that electronic data interchange could be actively encouraged. It is hoped that future versions of HISPID will include the capability of transferring data such that the relational structure is maintained.

    There have been several major changes incorporated into this version of the HISPID transfer format, namely:

    (1) HISPID3 allows for the interchange of variable length fields. It is no longer restricted to a fixed length format.

    (2) HISPID3 allows missing data to be omitted from the transfer file

    (3) HISPID3 provides a protocol for interchanging (non-standard) data that are either not defined within this document or are in a form different to that define here.

    (4) Apart from a few exceptions, HISPID3 does not evaluate the relevance of interchanging any of the specific fields described in this document

    (5) The references to how data are stored in the major Australian herbarium databases has been deleted from this document

    (6) HISPID3 has been developed in conjunction with ITF2 (International Transfer Format for Botanic Gardens Plant Records version 2.00) so that the two interchange standards are as compatible as possible.

    The transfer format of HISPID3 is based on 'Information technology - Open Systems Interconnection - Specification of Abstract Syntax Notation One (ASN.1) '. International Standard ISO/IEC 8824, 2nd ed. (1990)(ISO/IEC: Genève).

    Definitions

    As far as practicable, raw data should be used. Interpretations or corrections in free text fields should be enclosed in square brackets: '[' and ']'. Omitted data should be represented by the ellipsis: '...'.

    Italics:

    Since the printable ASCII (EBDIC or UNICODE) character set does not include italicised characters, these are not included in the interchange file.

    Nulls:

    If information is not known for a field, then the field need not be included in the interchange file or else the field identifier may be interchanged unfilled. However, if the value of the Collector's Identifier field is unknown, then the default value should be 's.n.'.

    Single character fields:

    In general, single character (flag) fields have not been included in this standard because of the difficulty of detecting data entry errors.

    Codes:

    As for the 'single character' fields (above), codes are mostly not included in this standard because of the difficulty of detecting data entry errors.

    Relevant Standards

    The fields included in this interchange standard are a compilation from the following sources:

    ABIS Australian Biotaxonomic/Biogeographic Information System

    (Australian Biological Resources Study ­ ABRS)

    ICBN International Code of Botanical Nomenclature

    (International Association of Plant Taxonomists ­ IAPT)

    ITF International Transfer Format for Botanic Gardens Plant Records

    ITFBGPR (Botanic Gardens Conservation International ­ BGCI)

    ITRF International Earth Rotation Service Terrestrial Reference Frame

    MFN Minimal Functional Nomenclator, also known as:

    DSTI Database Standards for Taxonomic Information

    (Taxonomic Database Working Group ­ TDWG)

    PECS Plant Existence and Categorisation Scheme, also known as:

    POSS Plant Occurrence and Status Scheme

    (World Conservation Monitoring Centre ­ WCMC Threatened Plants Unit - TPU)

    SDTS Spatial Data Transfer Standard

    TDWG Taxonomic Database Working Group

    TLR Type and Lectotypification Registers

    (Taxonomic Database Working Group ­ TDWG)

    WGSUB World Geographical System for Use in Botany

    (Taxonomic Database Working Group ­ TDWG)

    XDF Language for the Definition and Exchange of Biological Data Sets

    (Taxonomic Database Working Group ­ TDWG)

    Summary of the important features of a HISPID3 file:

    a) Each field is prefaced by an unique identifier this refers to the fields which describe the contents of the file, as well as to those which describe the information contained in each record);

    b) Each unique identifier must begin with a lowercase letter (a-z) and cannot contain any spaces;

    c) A transfer file begins with the file identifier 'startfile';

    1. Each record begins with the opened brace character '{';
    2. Each record ends with the closed brace character '}';

    f) Variable length fields are allowed;

    g) Fields can be omitted from the transfer file if there is no information available for that field;

    h) Alphanumeric data are enclosed by double quotation marks (");

    i) Numeric data are not enclosed by double quotation marks;

    j) Each field and each file information is one line long and is terminated by a comma (,);

    k) Each transfer file ends with the file identifier 'endfile'.

    Example of the start and end of a HISPID3 file:

    startfile
    version HISPID version
    numrecords number of records in this file
    datefile date to which the file refers
    institute full name of institution supplying information
    contact contact name
    address postal address
    phone telephone number
    fax fax number
    email email address
    nonstandard optional field to describe any non-standard fields added to the HISPID3 transfer file
    fileaction descriptor flag indicating how records of file should be processed
    filedescriptor descriptor flag indicating the nature of the records included in file
    content contents of the file and other comments
    { start of a record
    insid the standard 'Index Herbariorum' code for the herbarium to which the plant record refers
    accid accession number
    ...
    ...
    |
    |
    ...
    } end of record
    { start of next record
    insid
    accid
    ...
    |
    |
    ...
    } end of next record
    endfile end of file

    An example of a filled HISPID3 interchange file

    startfile
    version "HISPID3",
    numrec 2,
    datefile 19951202,
    institute "National Herbarium of New South Wales (NSW)",
    contact "Gary Chapple",
    address "Royal Botanic Gardens, Mrs Macquaries Road, Sydney NSW 2000, Australia",
    phone 612 92318164,
    fax 612 92517231,
    email "gary@rbgsyd.gov.au",
    fileaction "insert",
    filedescriptor "exchange",
    content "Herbarium exchange data of various species from NSW to CANB",
    {
    insid "NSW",
    accid "390839",
    fam "Loranthaceae",
    gen "Amyema",
    sp "pendulum",
    isprk "subsp.",
    isp "longifolium",
    vnam "Wiecek, B.M.",
    vdat 1995,
    prot "Wild",
    cou "AUSTRALIA",
    pru "NSW",
    sru "Central W. Slopes",
    loc "Mount Bolton, Moura",
    latdeg 33,
    latmin 15,
    latdir "S",
    londeg 148,
    lonmin 24,
    londir "E",
    cnam "Baeuerlen, W.",
    cdat 190103,
    hab "On Eucalyptus macrorrhyncha.",
    misc "Donated by Museum of Applied Arts & Sciences, 1979.",
    }
    {
    insid "NSW",
    accid "248836",
    fam "Asclepiadaceae",
    gen "Cynanchum",
    sp "pedunculatum",
    vnam "Hill, K.D.",
    vdat 1992,
    prot "Wild",
    cou "AUSTRALIA",
    pru "WA",
    sru "Fortescue",
    loc "Mount Lois.",
    alt 800,
    latdeg 22,
    latmin 06,
    latdir "S",
    londeg 117,
    lonmin 44,
    londir "E",
    geoacy 0.05,
    hab "Summit of mountain. Red loam derived from iron-rich shale.",
    cnam "Wilson, Peter G.",
    cid "1031",
    cnam2 "Rowe, R.",
    cdat 19910911,
    cnot "Rare. Scrambler. Flowers white; fruit green.",
    }
    endfile

    FORMAT OF THE TEXT IN THIS DESCRIPTION OF A HISPID3 FILE

    The herbarium data fields for information interchange are listed below in the following format:

    The full field name:

    The name of the discrete piece of information within the file or within each record.

    The transfer identifier code:

    The standard codes used as file or field identifiers in the transfer file.

    TDWG Short name:

    A short, meaningful­sounding single­word name for the field, proposed by TDWG.

    The field description:

    A general elaboration of the field name.

    Relevant standards:

    The existence of this type of data in any other published or proposed biological standards.

    Domain/Range/Values:

    The type of data allowed in this field, the range of values, or individual allowable values, and capitalisation.

    Comments:

    Any other remarks on the use or application of these data and its relationships to other data. Any conflicts or problems in the application of these data types.

    Rules:

    Additional information to that provided in Comments explaining the rules applying to these data.

    Notes:

    Additional comments to those provided in Comments and Rules.

    FILE IDENTIFICATION FIELDS

    FILE IDENTIFIER GROUP:

    This group of fields provides information about the file. These fields are required so that the receiving institution knows what to do with the incoming data.




    Start of HISPID3 File

    Transfer code: startfile

    Description: The beginning of the transfer file has the file identifier 'startfile' only.

    Domain/Range/Values: This field has the value 'startfile' only (all in lowercase).


    End of HISPID3 File

    Transfer code: endfile

    Description: The end of the transfer file has the file identifier 'endfile' only.

    Domain/Range/Values: This field has the value 'endfile' only (all in lowercase).

    Comments: To be found at the very end of a HISPID3 file indicating the end of file. The description of this file identifier has been included here so that it can be considered together with the 'startfile' identifier.


    Version of File

    Transfer code: version

    Description: The HISPID Version used in the current HISPID transfer file.

    Domain/Range/Values: Alphanumeric; the version number prefaced by the acronym 'HISPID' (all in uppercase).

    Comments: Although it is expected that the latest version of HISPID will normally be used for the transfer format, the format of earlier versions are allowable. The 'HISPID Version August 1993' should be referred to as HISPID2 and the original version of HISPID (1989) as HISPID1. This current version should be referred to as HISPID3.


    Number of Records in File

    Transfer code: numrecords

    Description: The total number of records expressed as an integer.

    Domain/Range/Values: Integer only.


    Date of File

    Transfer code: datefile

    Description: The date of compilation of the current HISPID file.

    Domain/Range/Values: Integer; year (4 digits) followed by month (2 digits) and then day (2 digits), without spaces between each. That is, YYYYMMDD. For example, the 6th July 1987 would be transferred in the form 19870706 (refer Collection Date for further details).

    Comments: This date format consists of year month day in that order.


    Name of Institution Supplying Information

    Transfer code: institute

    Description: The name in full of the institution sending the current HISPID file.


    Contact Name

    Transfer code: contact

    Description: The full name of the contact person within the institution.


    Address of Institution Sending File

    Transfer code: address

    Description: The full postal address of the sending institution.

    Comments: The address should be displayed as continuous text, no line breaks, only commas and spaces as required.


    Telephone Number of Institution

    Transfer code: phone

    Description: The telephone number of the Contact Person.

    Comments: The use of national and international codes depends on the circumstances of the sending and receiving institutions.


    Facsimile Number of Institution

    Transfer code: fax

    Description: The facsimile number of the Contact person.

    Comments: The use of national and international codes depends on the circumstances of the sending and receiving institutions.


    Email Address of Institution

    Transfer code: email

    Description: The email address of the Contact person.


    Non-Standard Option

    Transfer code: nonstandard

    Description: This field allows for the inclusion of data or standards that have not been included in this publication. The data is likely to be of particular interest to the sending and receiving institutions, who wish to use a HISPID type format for data fields which have not been described in this standard.

    Domain/Range/Values: Alphanumeric; the field identifier 'nonstandard' is followed by a suggested unique field identifier (all lowercase (a-z) or at least first letter lowercase) to be used in the transfer file; which is followed by a brief explanation (if necessary); the syntax of the data (whether alphanumeric or numeric); and the reference to the standard used in this new field (if necessary)(all enclosed by round brackets and, within, each separated by a semicolon and space)(refer example below).

    If the data for any one standard are being transferred in several fields, then each unique field identifier is separated by a space followed by the necessary explanatory information in round brackets.

    If more than one non-standard HISPID field (based on different standards) is being used in the transfer file then each must be separated by a semicolon and space (; )(refer example, below).

    Since this field is alphanumeric (text), the data must be enclosed by double quotations ("); all data must be on one line; and the field must end with a comma (,).

    Note: Since conformity with the HISPID standard is an agreed (essential) requirement for institutions interchanging data according to HISPID3 format, institutions are strongly urged to modify their interchange data so that they conform with one or more of the current HISPID3 fields. However, when circumstances preclude this, the Non-Standard Option may be used to interchange such data. If an institution wishes to interchange non-standard data, then they are requested to notify the HISPID coordinator (editor) so that these additional fields can be considered for inclusion in future versions of HISPID.

    In the following example, the 'nonstandard' information is presented on more than one line for readability.

    Example 1:

    nonstandard "pol (Pollinator; alphanumeric - scientific name of pollinator and authority at lowest level name or epithet); arch (Plant architectural models; alphanumeric; F. Hallé et al. 1978. 'Tropical trees and forests', Springer-Verlag: Berlin)",

    Example 2:

    If an institution is unable to provide information in the format of any particular HISPID3 field, as here defined, because they combine two or more of these fields together in such a way that the data are unable to be separated, then the Non-Standard option can be used.

    For example, if an institution combines the Substrate and Soil Type fields together, and the Vegetation and Associated Species Fields together, in such a way that they are unable to separate these elements into separate fields, then a new 'Transfer code' for each pair of information can be formed, with the 'Transfer codes' of the segregate fields cited in round brackets, and each of these Transfer codes separated by a comma. It is then understood that the Domain/Range/Values and other Comments of each still applies.

    nonstandard "subsoil (sub, soil); vegass (veg, asspp)",

    subsoil is the nonstandard identifier for the combined Substrate and Soil Type fields;

    vegass is the nonstandard identifier for the combined Vegetation and Associated Species fields.

    Comments: The non-standard fields would have to be programmed into the receiving database, as well as into the HISPID insert program.


    File Action Flag

    Transfer code: fileaction

    Description: A field to indicate how the records of the file should be processed.

    Domain/Range/Values: Alphabetic; this field must consist of one of the values in the table below:

    Values in Field Meaning
    delete delete all records in file from institutional database receiving transfer file
    insert all records in file to be added to receiving database
    update update relevant fields of all records in file in receiving database

    Comments: This field should be used in conjunction with the Description of File Contents and Other Comments field (refer below). The 'delete' option is used when previously received collections are know to be sufficiently inaccurate that it is recommended that the specimen be removed from the herbarium. The reason for this would be explained in the Description of File Contents and Other Comments field (refer below).

    The 'insert' option is used for new records being sent to the receiving database. This is the default value for all exchange data.

    The 'update' option is used for records already held in the receiving database which have been modified and included in the current transfer file. This option would be used for returning redeterminations and other corrections to the receiving institutions.


    File Descriptor Flag

    Transfer code: filedescriptor

    Description: A field to indicate the nature of the records contained in the file.

    Domain/Range/Values: Alphabetic; this field must consist of one of the values in the table below:

    Values in Field Meaning
    exchange records in file to be added to receiving database as part of exchange of herbarium material
    loan electronic herbarium data associated with loan of herbarium material
    repatriation repatriation of electronic data (from duplicate material held at sending institution to receiving institution) to the database held at the latter institution.

    Comments: These key values may be used to automatically implement the procedures to be followed by the receiving institution. This field should be used in conjunction with the Description of File Contents and Other Comments field (refer below).


    Description of File Contents and Other Comments

    Transfer code: content

    Description: A brief description of the content of the current HISPID file.

    Domain/Range/Values: Alphanumeric; free text.

    Example 1: Description of records being transferred as part of an herbarium loan:

    content "Herbarium loan 96/014, Myrtaceae data, from NSW to MO",

    Example 2: Description of transfer file containing corrections to the plant name (Record Identification Group of fields):

    content "Redeterminations and other corrections to the plant name fields, from BRI to LAE",

    Comments: This field may be used in conjunction with the File Descriptor Flag (above).


    Data Set URL

    Transfer code: daturl

    Description: The internet URL (Universal Resource Locator) where the records in this file can be found.

    Relevant standards: Internet URL, RFC 1738 (refer URL http://www.w3.org/pub/WWW/Addressing/rfc1738.txt or URL http://www.w3.org/pub/WWW/Addressing/URL/Overview.html)

    Domain/Range/Values: Alphanumeric; any valid internet URL.

    Comments: This information can refer to either a fixed export file, to an on-line query, or can link to a specimen database gateway.


    ACCESSION INFORMATION Fields

    ACCESSION IDENTIFIER GROUP:

    This group of fields identifies the data records of the transfer file, that is, it describes the accession-based (specimen-based) information being interchanged. It is essential that these fields match exactly for the various exchange options to work effectively.

    The fields in this group include the Institution Code and Accession Identifier, as well as the Record defining field identifiers.


    Start of HISPID3 Record

    Transfer code: {

    Description: The single character } indicating the end of a HISPID3 Record.

    Domain/Range/Values: Must contain the symbol '}' only.

    Comments: To be found at the end of each HISPID3 record indicating the end of the data of a record, prior to beginning the next record or the endfile identifier if it is the last record in the transfer file.


    Institution Code

    Transfer code: insid

    TDWG Short name: HERBARIUM

    Description: The standard code for the Institution to which the plant record refers.

    Relevant standards: Index Herbariorum, International Directory for Botanic Gardens, ABIS, ITF, TLR

    Domain/Range/Values: The code must consist of an entry of 1­7 uppercase letters (A­Z), no embedded spaces. This field must be filled.

    Comments: When inserting the accession information into a receiving database, the Institution Code combines with the Accession Identifier to make up the unique Donor's accession identifier for each record.

    It is perhaps not necessary to include this field in a 'home' database since it may be appended to the record as the interchange file is generated. However, it will be necessary if the herbarium chooses to keep records of other institutions' collections of particular groups (for research purposes for example).

    A problem with this field may arise with herbaria associated with botanic gardens; it is desirable that the herbaria and botanic gardens have the same abbreviation. If the record is primarily referring to an herbarium voucher, then the herbarium code should always be used in the transfer file. The distinction between herbarium and living material can be handled by various flags in the Collection group.

    If an institution's herbarium does not have an official code, then a temporary one should be assigned. However, it is essential that the institution receiving the transfer file is aware of the code being used. This information should be included in the Description of File Contents and other Comments field (refer above).


    Accession Identifier

    Transfer code: accid

    TDWG Short name: UNIQUEID, ACCESSIONID

    Description: The unique identifier of the record, often called 'Accession Number', used internally by the institution to record each accession.

    Relevant standards: ABIS, ITF, TLR

    Domain/Range/Values: Alphanumeric; the Accession Identifier field may consist of any characters in the ASCII character set, no embedded spaces.

    1. The Accession Identifier should be a unique set of characters that identifies each accession in the institution's own record system.

    2. The same value of the Accession Identifier should not be used again for a separate, unrelated specimen in that institution.

    Comments: Institutions differ widely in the way they accession and record herbarium specimens with one result that numbering systems (sometimes multiple) have been applied in fundamentally different ways. In some institutions this number refers to a unique specimen accession number, in others the specimen parts are accessioned individually and each part (eg. multiple sheets) has its own accession number, but supplementary material such as spirit and fruit may carry the number of the first sheet. The application of different specimen/accession number systems is a source of potential confusion where the specimen number and accession number may or may not be the same thing. However, only the Accession Identifier is used in HISPID3. This single number will either identify the single herbarium material or the group of material (when several identifiers are used for different elements of an accession).

    Unlike herbaria, many botanic gardens include punctuation within their Accession Identifier, eg. 82­BG­24­31. It is vital for an institution to be consistent on whether the punctuation is included in the HISPID3 transfer format.


    BASIS OF RECORD GROUP

    This group consists of a single field which indicates the basis of the record being interchanged.


    Source of Record Flag

    Transfer code: recsou

    TDWG Short name: RECSOURCE, NATOBJECT

    Description: A code indication of the type of item to which the record refers.

    Relevant standards: ABIS

    Domain/Range/Values: Alphabetic; as defined below:

    Values in Field Meaning
    Collection Plant specimen
    Electronic Electronic record only, specimen no longer available
    Literature Reference
    Observation Observation, including photograph of plant, but not of specimen
    Photograph Photograph of specimen

    Comments: The default should be 'Collection' for a specimen­based record. In the absence of any other value, a specimen­based record is assumed.

    The values 'Observation' and 'Literature' may be used when the presence of a taxon is solely based on an observation or a published reference to an herbarium specimen held in another institution (respectively). The value 'Electronic' is used when the presence of a taxon is solely based on an electronic record of an herbarium specimen which is no longer available.


    RECORD IDENTIFICATION GROUP

    This group of fields completely describes the botanical name of the record. These fields also enable the identification of cultivars and hybrids and intermediates using either binomials or hybrid formulae, as well as qualified identifications.

    These fields enable the interchange of either the 'full' scientific (Latin) name of a plant or the 'limited' scientific name.

    'Full' Scientific Name

    1. The 'full' scientific name includes the genus and species names, together with all infraspecific names and ranks (where relevant) and all the appropriate authorities. Such 'full' names are extremely useful, especially if the complete taxonomic name of the taxon is required.

    'Limited' Scientific

    2. If a 'full' taxonomic name is not required, then an abbreviated ('limited') scientific name can be used to precisely refer to the taxon. This option is also available in HISPID3. Such a 'limited' scientific name is transferred according to the following rules:

    If only a species name is required then:

    only the genus name and the specific epithet are required. The authority is not required unless there is some possibility of confusion between this species and a homonym.

    If the record refers to an infraspecific taxon then:

    only the genus name, specific epithet and the lowest level infraspecific epithet are required. The authority is not required unless there is some possibility of confusion between this infraspecific taxon and a homonym.

    The module for the Plant Name is based on Bisby, F.A. (1994) 'Plant names in botanical databases', Plant Taxonomic Database Standard No. 3 Version 1.00 (TDWG / Hunt: Pittsburgh).

    Hybrids, Intergrades

    Hybrids and Intergrades present considerable problems for handling of their names in electronic storage and transfer. The system presented here differs from ITF2, in that it does not indicate the taxonomic rank at which the hybrization or intergradation occurs. For example, in HISPID3, if the Hybrid Flag field is filled, then the name of the 'first' parent is transferred in the 'default' HISPID3 name fields (eg. Genus Name, Species Epithet, Infraspecific Epithet) and the 'second' parent is transferred in the 'hybrid' name fields (eg. Genus Name Parent 2 Hybrid, Species Epithet Parent 2 Hybrid, Infraspecific Epithet Parent 2 Hybrid). Unlike ITF2, this system readily allows for the interchange of hybrids and intergrades resulting from parents at different rank (eg. a hybrid between one species and the variety of another species).

    Vernacular Names

    Although the application of vernacular (common) names is not as rigorously controlled as scientific names, and they vary greatly and are often not unique for individual species, institutions may wish to interchange this information. A suggested format for interchanging these data are included (refer Vernacular Names).

    Higher Group Names

    The names of higher groups such as suprafamilial groups and families are not required in the HISPID3 transfer file because each accepted genus name in the plant kingdom is unique. However, these data may be interchanged, using the fields Suprafamilial Group Name and Family Name.

    Plant Name Authorities

    It is not necessary to include the authorities of the species and infraspecific names in a HISPID3 transfer file. However, the inclusion of authorities with the botanical names prevents confusion between homonyms. If these authorities are required, then they can be included in the transfer file. To minimise variation in the citation of the names of authors, it is recommended that a published standard for the citation of authorities be used. One such standard is Brummitt, R.K. & Powell, C.E. (1992) 'Authors of plant names' (Royal Botanic Gardens: Kew)(endorsed by the International Working Group on Taxonomic Databases for Plant Sciences - TDWG).

    Other Comments

    Mixed collections are unacceptable and must be handled by duplicate records or, if the mixture is not significant, by a note in the Name Comments field.


    Suprafamilial Group Name

    Transfer code: supfam

    TDWG Short name: CLASS (?)

    Description: The relevant suprafamilial group name of the taxon referred to in the record.

    Relevant standards: ABIS (supra generic category), ITF

    Domain/Range/Values: Alpha; any valid suprafamilial group name, with first letter in uppercase.

    Comments: This field allows for material being sent for identification, particularly when even the family may not be known.

    The ABIS standard included in this field any suprageneric category including family (see next field) and any other arbitrary grouping.

    All plant groupings above the rank of genus are assigned automatically, the name depending on the classification system employed. As each institution uses its own classification system, in many cases different from others, this field and the next two fields may not always be a useful part of the interchange standard. However, it is simple to ignore this information when loading the data (if it is not required or is unsuitable), but it may be useful when reviewing the taxonomic system under which the data has been compiled when loading the file into a database.


    Family Name

    Transfer code: fam

    TDWG Short name: FAMILY

    Description: The family name appropriate to the Genus name field, entered in full.

    Relevant standards: ABIS (supra generic category), ITF

    Domain/Range/Values: Alpha; any valid plant family name, with capitalisation of the first letter only. If the name of the plant family is unknown, then this field may contain the value UNKNOWN (in uppercase). In this case, the remaining name fields should not be filled.

    Comments: There is no universally accepted classification of plant genera into families, and several systems are in use in herbaria. Individual herbaria may choose to store two (or more) family fields to reflect different classification systems.

    If institutions store family names or standard nomenclature in an abbreviated or encoded form, these must be expanded for transfer.

    The ABIS standard includes this field in a suprageneric category (see previous field).


    Suprageneric Group Rank

    Transfer code: supgenrk

    Description: A field to indicate the rank of the suprageneric group name of the plant.

    Relevant standards: ABIS (supra generic category)

    Domain/Range/Values: Alpha; any valid suprageneric group rank, below the rank of family and above the rank of genus, capitalisation of the first letter only.

    Comments: See comments on conventions and necessity of this type of information under Family Name and Suprafamilial Group Name fields.

    This field must contain the full name of the rank of the suprageneric group, eg. 'subfamily'.


    Suprageneric Group Name

    Transfer code: supgen

    Description: The suprageneric group name of the plant, entered in full.

    Relevant standards: ABIS (supra generic category)

    Domain/Range/Values: Alpha; any valid suprageneric group name, below the rank of family, capitalisation of the first letter only.

    Comments: See comments on conventions and necessity of this type of information under Family Name and Suprafamilial Group Name fields.

    If the name of the genus of the plant is unknown, then this field does provide a higher level of identification than does the Family Name field alone.


    HYBRIDS, GRAFTS, CHIMAERA AND INTERGRADES

    The interchange of hybrid formulae and intergrade names is particularly difficult in a flat­file format because the relational nature of these data cannot be readily maintained. Unlike ITF2 which has Hybrid Flag fields for intergeneric, interspecific and infraspecific hybrids and intergrades, HISPID3 has only one (namely, Hybrid Flag field, refer below). In HISPID3, the Hybrid Flag indicates the type of hybrid, grafts, chimaera or intergrade involved, but does not describe the rank to which it applies. If the name is a Latin or non-Latin collective name, or if the name is a graft or chimaera, then only the standard 'default' HISPID3 name fields are required in the transfer file. For example, the name Lonicera x tellmaniana would be tranferred with the letter 'x' in the Hybrid Flag field, 'Lonicera' in the Genus Name field, and 'tellmaniana' in the Species Epithet field.

    The concept of 'parent 1' and 'parent 2' has been implemented in HISPID3 to handle the transfer of names in the form of hybrid formulae and intergrades.

    Example 1: the intergeneric hybrid Rhododendron x Vaccinium would transferred with the letter 'H' in the Hybrid Flag field, 'Rhododendron' in the Genus Name field ('parent 1' - transfer code: gen) and 'Vaccinium' in the Second Hybrid Genus Name field ('parent 2' - transfer code: genhy2). That is:

    hyb "H",
    gen "Rhododendron",
    genhy2 "Vaccinium",

    Example 2: the hybrid Prostanthera cuneata x Prostanthera lasianthos var. subcoriacea would be transferred with the letter 'H' in the Hybrid Flag field, 'Prostanthera' in the Genus Name field, 'cuneata' in the Species Epithet field ('parent 1' - transfer code sp), 'lasianthos' in the Second Hybrid Species Epithet field ('parent 2' - transfer code sphy2), 'var.' in the Second Hybrid Infraspecific Rank Flag ('parent 2' - transfer code isprkhy2), and 'subcoriacea' in the Second Hybrid Infraspecific Epithet field ('parent 2' - transfer code: isphy2). In this example, hybrid formulae which describe the results of hybridisation at different ranks can be effectively interchanged. That is:

    hyb "H",
    gen "Prostanthera",
    sp "cuneata",
    sphy2 "lasianthos",
    isprkhy2 "var",
    isphy2 "subcoriacea",

    Example 3: the hybrid Magnolia campbellii subsp. mollicomata x Magnolia sprengeri var. diva would be transferred as:

    hyb "H",
    gen "Magnolia",
    sp "campbellii",
    isprk "subsp.",
    isp "mollicomata",
    sphy2 "sprengeri",
    isprkhy2 "var.",
    isphy2 "diva",

    Hybrid Flag

    Transfer code: hyb

    Description: A field to indicate whether the plant name refers to a hybrid, graft chimaera or intergrade, without reference to rank.

    Relevant standards: ITF, MFN, Bisby (1994).

    Domain/Range/Values: If the accession is a hybrid, graft chimaera or intergrade, then the Hybrid field must consist of one of the characters in the table below:

    Values in Field Nature of name in Genus Name field
    x A Latin collective name for a hybrid
    G A non-Latin collective name for a hybrid
    H A hybrid formula for a hybrid
    + A graft hybrid or graft chimaera
    ­ An intergrade of non-hybrid nature

    Comments:

    1. The rules associated with these values are outlined under Genus Name field.

    2. For interchange and data storage purposes, the value in this field for a hybrid is a lowercase 'x' not a multiplication sign (as specified in the International Code of Botanical Nomenclature), since the multiplication sign does not occur in the ASCII character set.

    3. If an 'x' is placed in this field, then the plant name must be validly published under the ICBN.

    Notes: ITF includes the letter 'U' in the 'Infraspecific Hybrid Flag' (refer ITF2) to indicate a Cultivar group name. However, HISPID3 only uses the Cultivar Group Name field (refer below) to transfer these data.


    Genus Name

    Transfer code: gen

    TDWG Short name: GENUS

    Description: The name of the genus of a plant or ,if part of a hybrid formula or intergrade, then the name of the first 'parent' of that formula or intergrade, entered in full.

    Relevant standards: ABIS, ITF, MFN, Bisby (1994).

    Domain/Range/Values: Alpha; any valid genus name, capitalisation of the first letter only.

    Comments: This field, combined with the following Species Epithet and Infraspecies Epithet fields, constitute the minimum taxonomic information for the identity of the specimen.

    This field may contain an embedded hyphen, in which case the second word is in lowercase

    1. This field must contain one of the following:

    1.1 A validly published generic name under the ICBN or a manuscript name.

    If the Hybrid Flag field is not filled (not transferred), then this field must contain:

    1.1.2 A non­hybrid name, validly published under the ICBN or a manuscript name.

    If the name of the genus of the plant is unknown, then:

    1.1.3 This field should not be filled. In this case, the remaining name fields should also not be filled.

    If the Hybrid Flag is H and the name is an intergeneric hybrid name, then:

    1.1.4 This field must contain the first 'parent' of a hybrid formula for an intergeneric hybrid name, validly published under the ICBN, eg. 'Rhododendron' for the hybrid formula Rhododendron x Vaccinium

    If the Hybrid Flag is x and the name is an intergeneric hybrid name, then:

    1.1.5 This field must contain an intergeneric hybrid name, validly published under the ICBN, eg. Halimiocistus for x Halimiocistus sahucii.

    If the Hybrid Flag is + and the name is an intergeneric graft hybrid or graft chimaera, then:

    1.1.6 This field must be the name of an intergeneric graft hybrid or graft chimaera, validly published under the Cultivated Code, eg. Crataegomespilus for + Crataegomespilus dardarii.

    If the Hybrid Flag is - and the name is an intergeneric intergrade, then

    1.1.7 This field must contain the name of the first 'parent' of the intergrade.


    Second Hybrid Genus Name

    Transfer code: genhy2

    TDWG Short name: GENUS

    Description: The second name of a hybrid formula or intergrade between two plant genera, entered in full.

    Domain/Range/Values: Alpha; any valid genus name, capitalisation of the first letter only.

    Comments: Refer discussion under HYBRIDS, GRAFTS, CHIMAERA AND INTERGRADES and compare with Genus Name field, above.


    Subgeneric Group Name

    Transfer code: subgen

    Description: The subgeneric group name of the plant, preceded by its rank, entered in full.

    Relevant standards: ITF

    Domain/Range/Values: Alpha; any valid subgeneric group name, capitalisation of the first letter only.

    Comments:

    1. The subgeneric group name must be a single word.

    2. The first letter must be in uppercase (A­Z), the rest of the word in lowercase letters (a­z).

    3. One or two hyphens are permitted in the word; no characters other than the letters outlined above are permitted.

    This field must contain a validly published subgeneric group name under the ICBN.

    This field must also contain one of the following abbreviations of the rank of the Subgeneric Group name:

    Abbreviation Full subgeneric group name
    subgen. Subgenus
    sect. Section
    subsect. Subsection
    ser. Series
    subser. Subseries

    If the name of the genus of the plant is unknown, then this field must not be filled. In this case, the remaining name fields should also be unfilled.

    If the species name of the plant is unknown, then (if filled) this field does provide a higher level of identification than does the Genus Name field alone.


    Species Qualifier

    Transfer code: spql

    Description: This qualifier permits the Species Epithet field to be used for normal species names, as well as names of aggregate (refer Comments 1, below) or segregate species.

    Relevant standards: ITF; Bisby (1994).

    Domain/Range/Values:

    1. If the Species Epithet field is not filled, then this field must not be filled.

    2. If the Hybrid Flag is filled and the value in that field refers to an interspecific hybrid, then this field must not be filled.

    Otherwise:

    3. This field must consist of one of the values in the table below, which refers to the following situations in Species Epithet field:

    Content of field Nature of Name in Species Epithet field

    agg. An aggregate species
    s. lat. aggregate species (sensu lato)
    s. str. segregate species (sensu stricto)

    Comments:

    1. If the entry is 'agg.', then the plant has been identified to an aggregate species, and not to any of the segregate microspecies within the aggregate.

    2. If this field is filled, then Infraspecific Rank Flag and Infraspecific Epithet fields must not be filled.

    3. The terms collective species or species groups are sometimes also used in plant names. They should be treated as for aggregate species.

    4. Under the current standards, it is not possible to use the aggregate/segregate concept at levels other than the species level.

    1. This data type is quite distinct from the identification qualifier.

    Species Epithet

    Transfer code: sp

    TDWG Short name: SPEPITHET

    Description: The species epithet of the plant or ,if part of a hybrid formula or intergrade, then the name of the first 'parent' of that formula or intergrade, entered in full.

    Relevant standards: ABIS, ITF, TLR, MFN, Bisby (1994).

    Domain/Range/Values: Alpha; any valid species name, all lowercase, no embedded spaces.

    Comments:

    1. The specific epithet must be one word (except as in the cases of Rules 1.1, 1.2, 3 and 4, below).

    2. It must consist of lowercase letters (a­z), and may contain one or two hyphens. No other characters are permitted (except in the cases of Rules 1.1 and 1.2).

    3. The field may be left unfilled if the species epithet is unknown. It must be left unfilled if the Genus name is unknown (Genus Name field) or the Family Name field has the value UNKNOWN.

    4. If the specific epithet of a plant is uncertain, then the following name fields should not be filled.

    Rules:

    1. If the Hybrid Flag is not filled, then this field must contain a validly published, non­hybrid specific epithet under the ICBN, except in the following special cases:

    1.1 If the plant has not been identified to specific level, the field must be left unfilled, as must the following name fields. (The abbreviation sp. should not be entered in these circumstances.)

    1.2 If the plant represents a new species which has not been formally described, then sp. nov., sp. A, sp. 1 (or other acceptable codes) should be entered, if possible followed by a unique identifier, such as the collector's name and number or the locality. The following Species Author field must be left unfilled.

    2. If the Hybrid Flag is x and it refers to an interspecific hybrid, then the entry in the field must be a Latin Collective name for an interspecific hybrid, eg. tellmaniana for Lonicera x tellmaniana.

    1. If the Hybrid Flag is H and it refers to an interspecific hybrid, then the entry in the field must be a Hybrid Formula, with the species epithet of 'parent 1' in this field and the species epithet of 'parent 2' transferred in Second Hybrid Species Epithet field (transfer code: sphy2), eg. Rhododendron dichroanthum x griersonianum is interchanged as follows:
    hyb "H",
    gen "Rhododendron",
    sp "dichroanthum",
    sphy2 "griersonianum",

    If only one parent is known, then enter the specific epithet of that parent alone (without the lower case letter 'x').

    1. If the Hybrid Flag is + and it refers to an interspecific hybrid, then the entry in the field must be an Interspecific Graft Chimaera, eg. Syringa + correlata is interchanged as follows:



    hyb "+",
    gen "Xyringa",
    sp "correlata",

    5. If the Species Qualifier field is agg., then the entry in the field must be a validly published specific epithet under the ICBN, used for the name of the group of species concerned. The word agg. should not be included in the entry of this field.

    The abbreviation sp. is not interchanged in HISPID3 if a plant has not been identified to the species epithet level (Rule 1.1, above).

    For further information refer Comments under Genus Name Field.


    Second Hybrid Species Epithet

    Transfer code: sphy2

    TDWG Short name: SPEPITHET

    Description: The second specific epithet of a hybrid formula or intergrade between two plant species, entered in full.

    Domain/Range/Values: Alpha; any valid species name, all lowercase, no embedded spaces (refer Species Epithet field, above).

    Comments: Refer discussion under HYBRIDS, GRAFTS, CHIMAERA AND INTERGRADES and Species Epithet field, above.

    Notes: The authority of the species names are not given when the name is a hybrid formula or intergrade.



    Species AuthorFieldsSpecies Author

    Transfer code: spau

    TDWG Short name: SPAUTHOR

    Description: The author citation of the species (as given in Genus Name and Species Epithet fields, above), in standard abbreviated form

    Relevant standards: TLR, MFN, Brummitt & Powell (1992), Bisby (1994).

    Domain/Range/Values: Alpha; any valid author abbreviation, initials and first letter of surname in uppercase, and other characters as described below:

    1. The full name of a species (as transferred in the Species Epithet field) must include this field.

    2. This field is not filled for the full name of a species aggregate (as transferred in the Species Qualifier and Species Epithet fields).

    3. Alphabetic letters (A-Z, a-z), fullstops (periods), pairs of brackets, apostrophes, hyphens, ampersands (&) and spaces are all valid entries for this field.

    4. For the citation of joint authors, it is recommended that the ampersand (&) is used between the last two names, not 'et' or 'and'. If more than two authors, then a comma and space (, ) are used to separate all authors except for the last two.

    5. Names in languages other than the English languages should be transliterated into the roman alphabet. However, if institutions are able to receive and send other alphabetic characters (eg. if using UNICODE), then these may be included in the transfer file.

    6. Parenthetical author or authors in the recommended form enclosed in round brackets at the beginning of the field.

    Comments: Since the author is unique to any accepted plant name, it is usually not essential for this information to be interchange.

    Notes: The authority of the species name is not given when the name refers to a hybrid formula or an intergrade. Therefore, the information transferred in this field does not refer to the Second Hybrid Species Epithet field.


    Infraspecific Rank Flag

    Transfer code: isprk

    TDWG Short name: INFRARANK

    Description: A field to indicate the lowest infraspecific rank for the name in the Infraspecific Epithet field. The contents of this field are confined to the rank of the infraspecific name of non-collective, and non-cultivar group infraspecific taxa. It also indicates the lowest infraspecific rank for the name of the first 'parent' of a hybrid formula or intergrade.

    Relevant standards: ITF (in part), MFN, Bisby (1994).

    Domain/Range/Values: Alpha; if the Infraspecific Epithet field is filled and the plant is not a Collective hybrid and is not a cultivar, then this field must be one of the values in the table below:

    Values in field Rank of Name in Infraspecific Epithet field (Non-hybrid names)
    subsp. Subspecies
    var. Variety
    subvar. Subvariety
    f. Form
    subf. Subform

    Comments: If the Infraspecific Epithet field is not filled, then this field must not be filled.

    Notes: The contents of this field represent the lowest infraspecific rank for this name.

    ITF excludes the infraspecific rank of hybrids from this field.

    Guidelines:

    Under the rules of the ICBN, every trinomial below the level of species is unique. Hence, Rhododendron arboreum subsp. delavayi var. peramoemum can be known uniquely as Rhododendron arboreum var. peramoemum. Therefore the name can consist of the genus, the species and the lowest infraspecific taxon name, qualified by its rank.


    Second Hybrid Infraspecific Rank Flag

    Transfer code: isprkhy2

    TDWG Short name: INFRARANK

    Description: A field to indicate the lowest infraspecific rank for the name in the Infraspecific Epithet field of the second 'parent' of a hybrid formula or intergrade. The contents of this field are confined to the rank of the infraspecific name of non-collective, and non-cultivar group infraspecific taxa.

    Relevant standards: ITF (in part), MFN, Bisby (1994).

    Domain/Range/Values: Alpha; if the Infraspecific Epithet field is filled and the plant is not a Collective hybrid and is not a cultivar, then this field must be one of the values in the table below:

    Values in field Rank of Name in Infraspecific Epithet field (Non-hybrid names)
    subsp. Subspecies
    var. Variety
    subvar. Subvariety
    f. Form
    subf. Subform

    Comments: Refer Infraspecific Rank Flag field (above) for further details.

    Notes: The transfer code (isprkhy2), as for other hybrid fields which are used to transfer information about the second 'parent' of the hybrid formula or intergrade conclude with 'hy2'. This should not be confused with isp2rk which is the transfer code for the Second Infraspecific Rank Flag and isp2rkhy2 which is used to transfer the rank of the Second Hybrid of the Second Lowest Infraspecific Epithet when the full taxonomic name is being transferred.


    Infraspecific Epithet

    Transfer code: isp

    TDWG Short name: INFRANAME

    Description: The epithet of the lowest infraspecific rank of the name, entered in full.

    Relevant standards: ABIS, ITF, TLR, MFN, Bisby (1994).

    Domain/Range/Values: Alpha; any valid infraspecific taxon epithet, all lower case.

    Comments:

    1. The entry must be one word (except as outlined in Rules, below).

    2. It must only consist of lowercase letters (a­z), and may contain one or two hyphens. No other characters are allowed (except in the case of Rules 1.1, 2, 4 and 5, below).

    3. The field may be left unfilled to indicate that the plant is not identified below the species level. It must not be filled if the species epithet is not known. Indeterminate entries like 'subsp.', 'var.' etc., are not permissible.

    See Comments under Infraspecific Rank Flag and Species Epithet. fields.

    Rules:

    1. If the Infraspecific Rank Flag is subsp. var., subvar., f. or subf., then the entry must be an epithet in the rank denoted by that field, validly published under the ICBN, except in the following special case:

    1.1 Where a new infraspecific taxon has not been formally described, subsp. nov., var. nov., subvar. nov., f. nov., or subf. nov. may be entered, if possible followed by a unique identifier, such as the collector's name and number or the locality

    2. If the Hybrid Flag value is 'H', then the entry must represent the first 'parent' in a hybrid formula

    If the Hybrid Flag value is 'H' but only one 'parent' of a hybrid formula is known, then enter the infraspecific epithet of that parent alone

    3. If the Hybrid Flag is 'x', then the entry must be a Latin collective name for an infraspecific hybrid. The name must be valid under the Cultivated Code.

    4. If the Hybrid Flag value is G, then the entry must be a non-Latin collective name. It must be valid under the Cultivated Code.

    Guidelines:

    Under the rules of the ICBN, every trinomial below the level of species is unique. Hence, Rhododendron arboreum subsp. delavayi var. peramoemum can be known uniquely as Rhododendron arboreum var. peramoemum. Therefore the name can consist of the genus, the species and the lowest infraspecific taxon name, qualified by its rank.


    Second Hybrid Infraspecific Epithet

    Transfer code: isphy2

    TDWG Short name: INFRANAME

    Description: The epithet of the lowest infraspecific rank of the name of the second 'parent' in a hybrid formula or intergrade, entered in full.

    Relevant standards: ABIS, ITF, TLR, MFN, Bisby (1994).

    Domain/Range/Values: Alpha; any valid infraspecific taxon epithet, all lower case.

    Comments: Refer the Infraspecific Epithet field for further details (above).

    Notes: The authority of the infraspecific names are not given when the name is a hybrid formula or intergrade.



    Infraspecific Author

    Transfer code: ispau

    TDWG Short name: INFRAUTHOR

    Description: The author citation of the lowest infraspecific epithet, in standard abbreviated form.

    Relevant standards: ITF; Bisby (1994).

    Domain/Range/Values: See under Species Author field, above.

    Comments: See under Species Author field.

    Notes: The authority of the infraspecific names are not given when the name is a hybrid formula or intergrade.


    Second Infraspecific Rank Flag

    Transfer code: isp2rk

    Description: An additional field to indicate the rank of the second lowest infraspecific name (as given in the Second Infraspecific Epithet field), which is at a higher level to that of the Infraspecific Epithet field. This field is used when a 'full' taxonomic name is required (refer Comments and Notes, below). This field is also used when a 'full' taxonomic name is required for the first 'parent' of a hybrid formula or intergrade.

    Relevant standards: ITF; Bisby (1994).

    Domain/Range/Values: See under Infraspecific Rank Flag, above. Note: these additional fields are for non-hybrid infraspecific taxa, not for hybrids, Collective names or cultivars.

    Comments: This field has been included for those institutions who wish to transfer and/or receive a complete ('full') taxonomic name (as defined in Notes, below) in a form which is more easily inserted into a database than the contents of the Full Name field (p. 47). When more than one infraspecific name is being transferred, the following fields refer to the lowest level infraspecific name: Infraspecific Rank Flag, Infraspecific Epithet, and Infraspecific Author; whereas the Second Infraspecific Rank Flag, Second Infraspecific Epithet, and Second Infraspecific Author all refer to the second lowest level of infraspecific name (eg. var. and subsp., respectively). If institutions wish to transfer more than two levels of infraspecific names in this format, then the third lowest level has the number 3 included in the Transfer Code identifier (eg. isp3rk, isp3, isp3au), and so on, as appropriate.

    Notes: The 'full' scientific name includes the genus and species names, together with all infraspecific names and ranks (where relevant) and all appropriate authorities. Such 'full' names are extremely useful, especially if the complete taxonomic name of the taxon is required.


    Second Hybrid of the Second Infraspecific Flag

    Transfer code: isp2rkhy2

    Description: An additional field to indicate the rank of the second lowest infraspecific name of the second 'parent' of a hybrid formula or intergrade (as given in the Second Hybrid of the Second Infraspecific Epithet field), which is at a higher level to that of the Second Hybrid Infraspecific Epithet field. This field is used when a 'full' taxonomic name is required.

    Relevant standards: ITF; Bisby (1994).

    Domain/Range/Values: Refer Second Infraspecific Rank Flag, above.

    Comments: Refer Second Infraspecific Rank Flag, above.


    Second Infraspecific Epithet

    Transfer code: isp2

    Description: An additional field for the epithet of the second lowest infraspecific rank of the name of the plant, when a full taxonomic name is required (refer Comments under Second Infraspecific Rank Flag field, above).

    Relevant standards: ITF; Bisby (1994).

    Domain/Range/Values: See under Infraspecific Epithet field, above. Note: these additional fields are for non-hybrid infraspecific taxa, not for hybrids, collective names or cultivars.

    Comments: Refer Comments under Second Infraspecific Rank Flag field, above.


    Second Hybrid of the Second Infraspecific Epithet

    Transfer code: isp2hy2

    Description: An additional field for the epithet of the second lowest infraspecific rank of the name of the second 'parent' of a hybrid formula or intergrade, when a full taxonomic name is required.

    Relevant standards: ITF; Bisby (1994).

    Domain/Range/Values: See under Infraspecific Epithet field, above.

    Comments: Refer Comments under Second Infraspecific Rank Flag field, above.


    Second Infraspecific Author

    Transfer code: isp2au

    Description: An additional field for the author citation of the second lowest infraspecific epithet, in standard abbreviated form.

    Relevant standards: ITF; Bisby (1994).

    Comments: Refer under Infraspecific Author and Second Infraspecific Rank Flag fields, above. Note: these additional fields are for non-hybrid infraspecific taxa, not for hybrids, collective names or cultivars.

    Notes: The authority of the infraspecific names are not given when the name is a hybrid formula or intergrade.


    Vernacular Names

    Transfer code: vernam

    Description: A free text field to allow for the inclusion of vernacular (common) plant names.

    Domain/Range/Values: Vernacular name followed by language of each name in round brackets ( ).

    Comments: If more than one vernacular name, then each name (and language group) is separated by a comma and a space.


    CULTIVATED PLANT NAMES

    Rules for naming agricultural, forestry and horticultural plant have recently been revised in the International Code of Nomenclature for Cultivated Plants (Ed. P. Trehane, Quarterjack Publishing, 1995). Following the lead of ITF2, HISPID3 allows compatibility with this code by introducing two new fields, the Cultivar Group Name and the Trade Designation Name, in addition to the Cultivar Name field. These three fields allow for an accurate interchange of these plants, in accordance with the rules of the above code. The only names that may be used in this code are the Cultivar epithet, the Cultivar Group epithet, and the Trade Designation name (or other similar trade name).

    Signs to indicate hybrids (x) or graft chimera (+) must NOT be used in any of the following three fields. Authors names are not required by the cultivated plant code, and should not be appended to the names given at any of the three ranks.

    Examples (from ITF2), in HISPID3 transfer format:

    1. Brassica oleracea Cauliflower Group

    gen "Brassica",
    sp "oleracea",
    culgnam "Cauliflower",

    2. Dracaena fragrans (Deremensis Group) 'Christianne'

    gen "Dracaena",
    sp "oleracea",
    culgnam "Deremensis",
    culnam "Christianne",

    3.

    Salix matsudana 'Tortuosa'

    gen "Salix ",
    sp "matsudana",
    culnam "Tortuosa",

    Cultivar Group Name

    Transfer code: culgnam

    Description: The cultivar group name of a plant.

    Relevant standards: ITF; Trehane (1995)

    Domain/Range/Values: Alpha

    1. An entry in this field should consist solely of the cutivar group name.

    2. If the accession cannot be assigned to a cultivar group, then the field should not be filled.

    Comments:

    1. The cultivar group name must be a valid cultivar group name under the International Code of Nomenclature for Cultivated Plants. This field should not contain a cultivar name or trade designation name.

    2. The first letter of each word of the cultivar group name should be uppercase.

    3. The word 'Group' should not be appended to the cultivar group name; this is redundant in this field for transfer, or for database storage ('Group' can easily be appended to the information contained in this field in output programs).

    4. The cultivar group name should not be enclosed in parentheses (these can easily be added to the information contained in this field in output programs if required).(refer CULTIVATED PLANT NAMES example 2, below).

    Guidelines:

    1. A cultivar group is an assemblage of similar, named cultivars within a genus or species (including hybrid genera and species), eg. Lolium perenne Early Group. Such groups are often associated with a cultivar name, and in this case the Group Name is normally enclosed by round brackets, eg. Lolium perenne (Early Group) cv. Devon Eaver. For further details, see Article 4 of the International Code of Nomenclature for Cultivated Plants.

    2. Under the provisions of the International Code of Nomenclature for Cultivated Plants, cultivar group names are written in outputs as contained between round brackets or square brackets when a cultivar name or trade designation is given; if no cultivar or trade designation is given then these brackets are omitted. In outputs the word 'Group' always terminates the cultivar group name: eg. Brassica oleracea Cauliflower Group, Dracaena fragrans (Deremensis Group) 'Christianne' or Dracaena fragrans [Deremensis Group] 'Christianne'.


    Cultivar Name

    Transfer code: culnam

    Description: The cultivar name of the plant represented by this record.

    Relevant standards: ITF; Trehane (1995)

    Domain/Range/Values: Alpha; any valid cultivar name. The entry should consist solely of the cultivar name. The abbreviation 'cv.' should not be used (except under Comments 3 below), nor should the entry be enclosed in single quotes (these should be added in printed outputs only).

    Comments:

    1. The cultivar must be a valid name published under the International Code of Nomenclature for Cultivated Plants.

    2. Where the cultivar name directly follows the generic name, as in Tulipa 'Apeldoorn', the fields between Genus name and this field should not be filled (namely, the fields from Subgeneric group name through to Cultivar Group Name).

    3. If the record represents a cultivar of unknown name, then 'cv.' should be entered in this field. This appears to contradict the approach with species names, but in this case a blank, space or null does not imply that the taxon is an unidentified cultivar.

    Guidelines:

    1. A cultivar is part of the variation of cultivated plants being clearly distinguished by attributes that are distinct, uniform, stable and are retained when propagated by a suitable means. For further details, see Article 2 of the International Code of Nomenclature for Cultivated Plants.

    2. Under the provisions of the International Code of Nomenclature for Cultivated Plants, cultivar names are written in outputs as contained between single quotes, eg. Citrullus lanatus 'Sugar Baby'. Double quotes or the abbreviation prefix 'cv. ' are not permitted under the Cultivated Plant Code.

    3 The first character of each word in a cultivar name should be in uppercase (A-Z).


    Trade Designation Name

    Transfer code: tranam

    Description: The trade name of an accession, where the taxon has a registered trade name or other similar trade designation.

    Relevant standards: ITF; Trehane (1995)

    Domain/Range/Values:

    1. An entry in this field should consist solely of the trade designation name, if applicable.

    2. If the accession does not bear a designated trade name, this field should not be filled.

    Comments: The trade name must be a valid name published under the International Code of Nomenclature for Cultivated Plants and accepted by the International Registration Authority for the group concerned.

    Guidelines: Trade names are used in place of or additional to a cultivar name when the accepted cultivar name is not considered suitable for marketing purposes.


    Full Name

    Transfer code: fulnam

    Description: The full name of the plant, including full author citation, hybrid name, hybrid formula, collective name, cultivar name (as appropriate).

    Relevant standards: ITF

    Domain/Range/Values: Free text field. All previous rules, as described under the above name fields, apply in this field.

    Comments: This field allows the full taxonomic name (including author citation), horticultural names, trade names and patents. Where there is more than one infraspecific rank (eg. quadrinomials or pentanomials), the reduction of this plant name to a trinomial (with only the lowest infraspecific rank cited) obscures much of the infraspecific hierarchy (refer discussion under RECORD IDENTIFICATION GROUP above).


    Name Comments

    Transfer code: namcom

    Description: Any comments about the name of the plant are transferred in this field.

    Domain/Range/Values: Free text field.

    Comments: Although mixed collections are unacceptable in HISPID3, this field can be used to refer to such collections when the mixture is not significant.


    TYPIFICATION GROUP

    This group of fields conains three fields, Type Qualifier, Type Status and Basionym, which covers the typification of the name of the taxon as directly related to the accession record.


    Type Qualifier Flag

    Transfer code: tql

    Description: This field provides standard terms to qualify the identification of the type of the name of the record when doubts exist.

    Domain/Range/Values: Alpha; as listed in the following table:

    Values in Field
    Possibly
    Probably
    ?
    Not

    Comments: This field is used in conjunction with Type Status (below). If the Type Status field is not filled, then this field must not be used.


    Type Status

    Transfer code: tsta

    TDWG Short name: TYPESTATUS

    Description: A code indicating the type status of the record.

    Relevant standards: TLR

    Domain/Range/Values: Alpha; standard abbreviation, as listed in the following table:

    Values in Field Meaning of Abbreviation

    EPI epitype
    HOLO holotype
    ISO isotype
    ISOLECTO isolectotype
    ISONEO isoneotype
    ISOPARA isoparatype
    ISOPARALECTO isoparalectotype
    ISOSYN isosyntype
    KLEPTO kleptotype
    LECTO lectotype
    NEO neotype
    PARA paratype
    PARALECTO paralectotype
    SYN syntype
    TOPO topotype
    TYPE Unknown type material

    Comments: This field is not to be filled if the record is not one of these kinds of type.

    Although topotypes have no taxonomic or nomenclatural status, the category has been included for those who may wish to interchange this information.


    Basionym

    Transfer code: basnam

    Description: The plant name (frequently the basionym) of which this specimen is a type, not necessarily the accepted name for the taxon.

    Relevant standards: TLR

    Domain/Range/Values: Alpha; a valid plant name, including relevant rank identifiers (such as subsp., var.,) as required, conventional capitalisation of name and author.

    Comments: Although a specimen may be the type of more than one basionym, this field must hold the most recent known name. When a specimen is the type of more than one basionym, then the following additional fields refer to the second most recent basionym, together with its type status: Type Status of Second Most Recent Basionym and Second Most Recent Basionym fields (Transfer codes: tsta2 and basnam2, respectively). If more earlier basionyms are to be transferred, then the third most recent values are interchanged in the : Type Status of Third Most Recent Basionym and Third Most Recent Basionym fields (Transfer codes: tsta3 and basnam3, respectively), and so on, as appropriate. The type qualifier field may be required to provide qualification to the identification of the types of the various earlier basionyms. These additional fields are briefly described below.

    If the record is not a type, then this field must not be filled.


    Second Most Recent Type Qualifier

    Transfer code: tql2

    Description: This field provides standard terms to qualify the identification of the type of the name of the second most recent basionym of the record when doubts exist.

    Domain/Range/Values: Alpha; as listed in Type Qualifier Flag field (above).

    Comments: This field is used in conjunction with Second Most Recent Type Status field (below). If the Second Most Recent Type Status field is not filled, then this field must not be used.


    Second Most Recent Type Status

    Transfer code: tsta2

    TDWG Short name: TYPESTATUS

    Description: A code indicating the type status of the second most recent basionym of the record.

    Domain/Range/Values: Alpha; standard abbreviation, as listed in Type Status field (above).

    Comments: For further information refer to previous TYPIFICATION GROUP fields (above).



    Second Most Recent Basionym

    Transfer code: basnam2

    Description: The second most recent basionym of which this specimen is a type, not necessarily the accepted name for the taxon.

    Domain/Range/Values: Alpha; a valid plant name, including relevant rank identifiers (such as subsp., var.,) as required, conventional capitalisation of name and author.

    Comments: For further information refer to previous TYPIFICATION GROUP fields (above).


    Third Most Recent Type Qualifier Flag

    Transfer code: tql3

    Description: This field provides standard terms to qualify the identification of the type of the name of the third most recent basionym of the record when doubts exist.

    Domain/Range/Values: Alpha; as listed in Type Status field (above).

    Comments: This field is used in conjunction with Third Most Recent Type Status field (below). If the Third Most Recent Type Status field is not filled, then this field must not be used.


    Third Most Recent Type Status

    Transfer code: tsta3

    TDWG Short name: TYPESTATUS

    Description: A code indicating the type status of the third most recent basionym of the record.

    Domain/Range/Values: Alpha; standard abbreviation, as listed in Type Status field (above).