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Article

Two Simple Ways to Make Taxonomic Diagnoses More Useful

Department of Biology, York University, 4700 Keele St., Toronto, ON M3J 1P3, Canada
Taxonomy 2025, 5(3), 43; https://doi.org/10.3390/taxonomy5030043
Submission received: 28 July 2025 / Revised: 8 August 2025 / Accepted: 15 August 2025 / Published: 21 August 2025

Abstract

I suggest two ways to make taxonomic diagnoses more useful: they should state overtly (1) what taxa the new one is diagnosed against, I term this the reference group; and (2) how to identify the reference group from others in the higher-level group to which it belongs, I call this more inclusive taxon the recognition group. Making the reference group identifiable within an as-large-as-possible recognition group increases the usefulness of a taxonomic paper. For diagnoses of 313 newly described insect genera, I assess the taxonomic level and number of genera in both reference and recognition groups. The two were identical in almost half of the cases and were at the same taxonomic level, but the reference group was geographically, ecologically or morphologically more restricted in less than 9%, and the recognition group was at a higher taxonomic level in the remainder. When authors explained how to identify the reference group from a larger recognition group, the number of genera from which the new one could be differentiated increased by a factor of more than four. I make a series of recommendations on how diagnoses can be improved based upon analyses of reference and recognition groups.

Graphical Abstract

1. Introduction

There is increasing demand for tools to aid in the identification of the world’s biota, and while numerous modalities have been employed, at their description, new taxa are still mostly only identifiable using traditional morphological approaches. The most common of these methods are identification keys and diagnoses [1,2,3]. In a survey of almost 600 newly described insect genera, less than 40% were associated with a key to aid in their identification [3]. Thus, diagnoses are critically important especially for newly described taxa, for which they may be the easiest available tool permitting identification. Despite this, there is little advice associated with constructing diagnoses, and while Article 13.1.1 of the Code of the International Commission on Zoological Nomenclature [4] states that all new names must “be accompanied by a description or definition that states in words characters that are purported to differentiate the taxon…”, those features are not required to be presented in the form of a diagnosis, which is only a recommendation:
“Recommendation 13A: Intent to differentiate. When describing a new nominal taxon, an author should make clear his or her purpose to differentiate the taxon by including with it a diagnosis, that is to say, a summary of the characters that differentiate the new nominal taxon from related or similar taxa.”
This leaves open the question of which taxa might be “related or similar” and how broadly those terms are to be interpreted. Both might best be understood in terms of the characteristics an organism possesses that indicate that the diagnosis might be relevant to a specimen at hand. This information is often not presented in a clear fashion. To improve how diagnoses may be formulated, I recommend the use of two terms which I define below: the reference group and the recognition group.
The reference group is the taxonomic group to which the diagnosis directly relates. For example, if the diagnosis states: “the new genus can be differentiated from others in the subtribe”, then the reference group is the relevant subtribe. Similarly, if the diagnosis is a comparison to only one other genus (as is commonly the case when a new genus is separated from the one to which its species previously belonged or would key out to), then the reference group is just the one genus in the comparison.
The recognition group is the highest level in the taxonomic hierarchy for which identifying features were provided in the paper—the taxonomic group to which a user must determine that their specimen belongs for the information provided to be worth investigating further. The recognition group is frequently at a higher taxonomic level than the reference group. For example, if the diagnosis is to a genus within a subtribe but elsewhere in the paper the authors explain how to differentiate the subtribe within the subfamily but not how to separate that subfamily from others in the family, the recognition group is the relevant subfamily, but the reference group remains the subtribe. Alternatively, the reference and recognition groups may be at the same taxonomic level but still contain different numbers of subtaxa, for example, if the reference group is a geographically, morphologically or ecologically restricted subset of a named taxon at the same level in the hierarchy (Western-hemisphere Orientalidae, members of the Filiantenninae with swollen flagellomeres or members of the Asterophagini that form galls on rhododendron, to give some imaginary examples).
Inclusion of a recognition group that is more expansive than the reference group increases the number of genera that the new genus can be discriminated from at the time of its description. As this is a desirable component of new taxon descriptions, the larger the number of taxa included in the recognition group the better. Additionally, the higher up the taxonomic hierarchy the recognition group is, the easier it will be for users to know that the content of the paper might be relevant to material in their collection because higher-level taxa are generally easier to identify.
In this paper, I provide results of assessments of reference and recognition groups associated with the description of new insect genera published over an 18-month period starting in January 2021. I chose the genus level to ensure that the dataset was both tractable in size but also included the entire range of insect diversity. The conclusions reached, however, should be applicable to any taxonomic rank for all groups of organisms.

2. Materials and Methods

In early 2022, I searched for newly described insect genera through Scopus searches using ordinal names combined with terms such as “new gen*” or “gen* n*” filtered for the year 2021. Searches were repeated in July and August 2022 but with 2022 as the filter. Papers dealing only with fossil taxa were removed from the sample for two reasons: First, because of the very different procedures used in palaeontology, and second, the much greater interest academics and the general public alike have in extant insects. The resulting papers were downloaded where available online or through the library resources available to me, and I attempted to obtain PDFs of papers published in Zootaxa (where the largest number of new genera were described) that were behind a paywall by contacting the senior authors and requesting a PDF (see [3] for more details).
For each newly described genus, I looked for a section in the paper that had the word diagnosis (or a derivative such as “diagnostic”) as a heading or subheading. Papers lacking this were not assessed further. For each newly described genus associated with a diagnosis, I gathered the following information in addition to standard reference data: (a) the reference group to which the diagnosis applied, (b) the information that enabled a user to identify the reference group, (c) where such information was placed, (d) the recognition group, (e) the reason for the difference between reference and recognition groups, when these were different, (f) the number of genera in the reference group, (g) the number of genera in the recognition group, (h) what reference or recognition groups were implied by the paper’s title and (i) whether the paper included a key permitting identification of the new taxa. Some of these variables require additional explanation as follows.
Reference and recognition groups were initially classified within the Linnean hierarchy as given in each paper. The categories found were a single genus, two or more genera (including genus complex, “phyletic series”, clade), subtribe, tribe, supertribe, subfamily, family, superfamily and order. In some cases, it was not possible to decide at which taxonomic level the diagnosis applied, and in two cases, the reference group was ecologically defined [5,6]. These levels were simplified to four categories for statistical analysis and visualization due to negligeable sample sizes for the more rarely used taxonomic levels. The groups retained were (i) genus plus genus group, (ii) subtribe to supertribe, (iii) subfamily and (iv) family level and above.
When both reference and recognition groups could be detected and were different, I searched for rationales for their difference as provided in the papers. These were either geographic or morphological, with the latter varying in detail from “appearance” or “size” to morphology-based phylogenies. For morphological differences, the number of features authors provided for differentiating reference from recognition groups was estimated for each new genus separately for males and females when applicable.
When data on number of genera in the reference or recognition groups were not provided in the paper, I searched elsewhere for the information. Taxon-specific databases such as the Orthoptera Species File [7] were particularly useful, but in some cases, Wikipedia or Wikispecies pages had to be consulted. All such online searches were conducted in September 2024, and the sources of information used are indicated in Table 1, columns J and K. I attempted to correct the numbers of genera to those that would have applied at the time the paper was written; all new genera described after 2020 were subtracted from the totals whenever this information could be readily located. Wherever possible, I used the numbers given by the authors without cross-correction for two reasons. First, the information presented in the paper would relate to how the authors understood the group at the time the new genus was described. Second, in cases of disagreement, it was not possible to decide which viewpoint might be most broadly accepted by the relevant taxonomic community.
Online sources may be inaccurate for various reasons. Thus, I analyzed group size data in two ways: first, with only information provided directly by the authors, and second, with data from additional sources also included. The latter enabled larger sample sizes. When the number of genera in the reference and/or recognition group was geographically or morphologically restricted, it was often not possible to discover how many genera were relevant, as such information is often not readily available.
The distribution of number of genera in reference and recognition groups had very long right-hand tails. As averages are strongly influenced by relatively few large numerical outliers, I often provide the median, which is a more accurate reflection of differences among subcategories in such instances.
Where in the paper the information permitting separation of the reference group from the recognition group was provided was noted. Ideally, this would be in the diagnosis itself, indicated by the term “diagnosis” in Table 1, column I or close by, either above it or following the description, denoted by the entry “close”. In more extensive treatments such as in revisions of higher-level taxa, this information might be given at the beginning of a taxonomy section, and although perhaps at some remove from a new genus’ diagnosis, its placement in such cases was considered “sensible”. Another useful place for this information to be provided would be associated with a key to genera if one was provided—“key”. Less useful were instances where the required information was far ahead of the diagnosis, for example, in an introduction—“far”—or near the end of the paper, usually in a discussion or concluding remarks—“end”. Analyses are presented on a per-genus basis irrespective of the number of new genera treated in the paper, as it is the genus that users need to identify. Additionally, sometimes, authors used different levels in the taxonomic hierarchy for different genera described in the same paper. For example, Lee et al. [8] had one genus as the reference group for Pulchrala but seemingly the entire subfamily for Tenupalpa (Lepidoptera: Gelechiidae: Thiotrichinae).

3. Results

Three hundred and thirteen genera were described associated with one or more diagnoses in my sample of 213 papers [5,6,8,9,10,11,12,13,14,15,16,17,18,19,20,21,22,23,24,25,26,27,28,29,30,31,32,33,34,35,36,37,38,39,40,41,42,43,44,45,46,47,48,49,50,51,52,53,54,55,56,57,58,59,60,61,62,63,64,65,66,67,68,69,70,71,72,73,74,75,76,77,78,79,80,81,82,83,84,85,86,87,88,89,90,91,92,93,94,95,96,97,98,99,100,101,102,103,104,105,106,107,108,109,110,111,112,113,114,115,116,117,118,119,120,121,122,123,124,125,126,127,128,129,130,131,132,133,134,135,136,137,138,139,140,141,142,143,144,145,146,147,148,149,150,151,152,153,154,155,156,157,158,159,160,161,162,163,164,165,166,167,168,169,170,171,172,173,174,175,176,177,178,179,180,181,182,183,184,185,186,187,188,189,190,191,192,193,194,195,196,197,198,199,200,201,202,203,204,205,206,207,208,209,210,211,212,213,214,215,216,217,218] given in Table 1. I note in which column(s) the relevant raw data for the various analyses can be located.
Columns F and G in Table 1 show the taxonomic levels of the reference and recognition groups, as noted by the authors. I could not determine the reference and recognition groups unambiguously in two papers [81,131]. The two groups were identical, as originally stated in 148 cases (47.6%), were at the same taxonomic level, but the former was a morphological or geographical subset of the latter in 26 (8.4%). The recognition group was one level above the reference group in 111 instances (35.7%, 4 of these were further geographically restricted), two levels above it in 15 (4.8%), three levels above in 10 (3.2%) and four levels above in one (0.3%).
The authors explained the differences between the two groups for 160 genera (51.1% of the total, data in Table 1, column H). More than one category of reason (as many as three) was given for 14 genera; thus, there were 177 rationales in total. Most of these (140) were morphological in nature (79.1% of the total number of reasons, only 4 of which were phylogenetic), 34 (19.2%) were geographic and 3 (1.7%) were based upon taxonomic differences that were not detailed.
Data for taxonomic levels based on the simplified four categories are presented in Figure 1 for each order with at least 17 genera in the dataset as well as for the sum of all orders with fewer data (the largest of which was Blattodea with eight entries). Overall, reference groups around the tribal level were the most common (50.2% of instances), with the other three categories ranging from 14.5% (family level and above) to 18.1% (one or more genera) (Figure 1). For comparisons among orders, the number of cells in the table with fewer entries than five was too large for statistical analysis. Nonetheless, it is clear that Lepidoptera and the combined data for the smaller orders both stood out from the rest. For Lepidoptera, the percentage of reference groups at the generic level was 60%—more than twice that for the next largest value (29.4% for Orthoptera). This may reflect the rapid identifications commonly used for members of this group and the greater discriminatory power expected of lepidopterists, with decisions often based on wing patterns. For the smaller orders, the use of reference groups at the family level and above was substantially greater than in any of the larger orders (50.0% compared to an average of 11.8% among the others). This is perhaps unsurprising given that, by definition, the smaller orders have less diversity.
Table 1. Data on reference and recognition groups extracted from the 212 papers included in the analysis, arranged alphabetically by first author surname.
Table 1. Data on reference and recognition groups extracted from the 212 papers included in the analysis, arranged alphabetically by first author surname.
ABCDEFGHIJKLM
Paper # *GenusOrderFamilyTaxon in TitleReference GroupRecognition GroupReason for DifferenceRef. Group Position# Genera Ref. Group ¢# Genera Rec. Group ¢# Morph FeaturesKey
[9]RinacapritermesBlattodeaTermitidaefamilygenus group §genus group §nana1313nayes
[10]CaribesialisMegalopteraSialidaefamilyfamilyordermorphologyfar8364yes
[11]ApolemotermesBlattodeaTermitidaefamilysubfamily §subfamily §nana?53nano
[11]KoutabatermesBlattodeaTermitidaefamilysubfamily §subfamily §nana?53nano
[12]AlpinosciaraDipteraSciaridaefamily1 genus1 genusnana11nano
[13]EmbiophoneusDipteraTachinidaefamily2 tribessubfamilymorphologyclose231 wk240 wk5no
[14]TicoHemipteraDerbidaetribetribesubfamilymorphologyclose24493no
[15]ClypeuspinusColeopteraCarabidaegenus genus grouptribe §morphologysensible277 wk14yes
[15]ParasyleterColeopteraCarabidaetribegenus grouptribe §morphologysensible277 wk14yes
[16]AustralaraColeopteraElmidaesubfamilysubfamily §subfamilygeographysensible228 ws?yes
[17]AfrocharltonaLepidopteraPyralidaetribegenus groupgenus groupna?39?no
[17]AfroromieuxiaLepidopteraPyralidaetribegenus groupgenus groupna?39?no
[18]AncylogastraLepidopteraCrambidaesubfamilygenus groupsubfamily?na2171 wknano
[19]MelanesicusColeopteraCurculionidaetribetribetribenana42 ws42 wsnano
[20]SoqotranusColeopteraPtinidaefamilyfamilyfamilynana220 wk220 wknano
[21]TroporhaconotusHymenopteraBraconidaetribetribesubfamilymorphologysensible12194 wk10yes
[22]YalongaphaenopsColeopteraCarabidaesubfamilygenus groupsubtribetaxonomy & geographydiagnosis???no
[23]TuberoxenosStrepsipteraXenidaefamilyfamilyfamilynana1212nayes
[23]DeltoxenosStrepsipteraXenidaefamilyfamilyfamilynana1212nayes
[23]SphecixenosStrepsipteraXenidaefamilyfamilyfamilynana1212nayes
[24]BurmanyctyciaLepidopteraNoctuidaegenus groupgenus groupgenus groupmorphologydiagnosis3410no
[25]ContractusColeopteraCerambycidaetribetribetribenana3030nayes
[26]StereophilusColeopteraMycetophagidaegenus familyfamilynana15 wk15 wknano
[27]StriastigmusHymenopteraMegastigmidaefamilyfamilyfamilynana1313nano
[27]VitreostigmusHymenopteraMegastigmidaefamilyfamilyfamilynana1313nano
[28]SalaziellaHemipteraDerbidaefamilytribetribenana2727 Fnano
[29]PhilippisteniaColeopteraDisteniidaetribetribetribenana3030nano
[30]BulbocornisHemipteraCoreidaefamilytribesubfamilymorphologyfar37363 ws10no
[31]AuristeiphoraDipteraPhoridaefamilysubfamilysubfamilynana36 wk36 wknano
[31]MacgrathphoraDipteraPhoridaefamilysubfamilysubfamilynana36 wk36 wknano
[32]SundaquediusColeopteraStaphylinidaetribetribe §subfamilydiagnosissensible8??yes
[32]FluviphirusColeopteraStaphylinidaetribetribesubfamilydiagnosissensible2??yes
[33]QueiroziellaHemipteraPsyllidaefamilysubfamilysubfamilyna????no
[34]BoltoniaHymenopteraFormicidae2 familiestribefamilymorphologysensible4401 aw25yes
[35]ValkyriellaHemipteraReduviidaetribetribesubfamilymorphologysensible32?2yes
[35]BacataHemipteraReduviidaetribetribesubfamilymorphologysensible32?2yes
[36]MacrocosmeturaOrthopteraTettigoniidaetribe1 genus1 genusnana11Nano
[36]NeocyrtopsidesOrthopteraTettigoniidaetribe1 genus1 genusnana11Nano
[36]AcosmetidesOrthopteraTettigoniidaetribe1 genus1 genusnana11Nano
[37]CarmenlyrusColeopteraStaphylinidaesubtribesubtribe *subtribegeographydiagnosis2375?no
[38]PhotinopygusColeopteraStaphylinidaefamilysubtribesubtribenana3131 ws?no
[39]IkarosColeopteraStaphylinidaefamilysubtribetribemorphologydiagnosis30206 ws2no
[40]IchneumonomaculaDipteraTephritidaetribetribesubfamilymorphologyfar25118 wk2yes
[41]EcuadoriphasmaPhasmatodeaPseudophasmatidaegenus subfamilysubfamilynana1414nano
[42]SpinopholidopteraOrthopteraTettigoniidaetribetribetribenana88nano
[42]AparapholidopteraOrthopteraTettigoniidaetribetribetribenana88nano
[43]GracilepyrisHymenopteraBethylidaesubfamilysubfamilysubfamilynana1818nayes
[43]IdatepyrisHymenopteraBethylidaesubfamilysubfamilysubfamilynana1818nayes
[43]AustrepyrisHymenopteraBethylidaesubfamilysubfamilysubfamilynana1818nayes
[44]TetragusColeopteraScarabaeidae †genus tribe §tribe §nana99nayes
[45]ParalarsiaDipteraChironomidaetribe1 genus1 genusnana11nano
[46]TrigonoschemaHemipteraCercopidaefamilytribesubfamilymorphologyend40 wk75 wk6no
[47]BozidariaColeopteraLeiodidaefamilygenus groupgenus groupmorphologydiagnosis4137yes
[48]CostalampysColeopteraLampyridaesubfamilysubfamilysubfamilynana49 wk49 wknano
[49]HaplocaudaColeopteraLampyridaefamilytribesubfamilymorphologysensible30 wk49 wk4no
[50]GibbifrontaDipteraTephritidaetribetribesubfamilymorphologyend4?5yes
[51]EudactylotinusColeopteraCurculionidaegenus1 genus1 genusnana11nayes
[52]CapanemaOrthopteraTettigoniidaetribetribesubfamilymorphologyfar19376 Osf4no
[52]TukunhaOrthopteraTettigoniidaetribetribesubfamilymorphologyfar19376 Osf4no
[53]JoceziaHemipteraPentatomidaetribegenus grouptribemorphologyclose41272yes
[54]ValallylumOrthopteraTetrigidaesubfamilytribesubfamilymorphologysensible17412no
[55]PinndoramaHemipteraCicadellidaetribetribesubfamilymorphologyfar391866no
[56]MagnanaHemipteraCicadellidaetribetribesubfamilymorphologyclose701703no
[5]RuschiolaDipteraCecidoymyiidaefamilytribe §ecol tribenana44nano
[57]RudisculptusHemipteraAleyrodidaefamilysubfamily?subfamily?nana142142 wknano
[58]RegiominutusHemipteraAleyrodidaefamilysubfamilysubfamilynana141141 wknano
[59]AndanicodesHemipteraAleyrodidaefamilyfamilyfamilynana161161nano
[60]ParamarginatusHemipteraAleyrodidaefamilyfamilyfamilynana1 52 Dnano
[61]PtorthusHemipteraKinnaridaefamilygenus group?genus groupnana22nano
[62]EbaiotrigonaHymenopteraApidaefamilytribe §tribe §sizefar2102yes
[63]CorrieoponeHymenopteraFormicidaesubfamilysubfamily §subfamilygeographydiagnosis1747?yes
[64]WallacianaHemipteraMembracidaefamilytribetribena?3640?no
[65]IberotrechodesColeopteraCarabidaesubtribesubtribetribemorphologydiagnosis12267 wk2no
[66]ParkerodynerusHymenopteraVespidaetribegenus groupsubfamilymorphologyclose5241 ws2no
[66]BohartodynerusHymenopteraVespidaetribegenus groupsubfamilymorphologyclose5241 ws2no
[67]HolcoferoniaColeopteraCarabidaesubtribe1 genussubtribe §morphologyclose226no
[68]ZaguryaColeopteraScarabaeidaesubfamilytribetribe nana4646nano
[6]LeucotaraxisDipteraChamaemyiidaefamily *family §family §nana88nayes
[69]YsachronColeopteraCerambycidaetribetribe subfamilymorphologydiagnosis9130 wk8yes
[70]ParamegacraspedusLepidopteraGelechiidaeorderfamilyfamilynana261 ws261 wsnano
[71]TibiocnodesColeopteraTenebrionidaetribesubtribetribemorphologysensible2369 wk7no
[71]TuberocnodesColeopteraTenebrionidaetribesubtribetribemorphologysensible2369 wk7no
[72]NotaferrumColeopteraPtinidaefamily *subfamilysubfamilynana5959 wknano
[73]ArumatiaPhasmatodeaDiapheromeridaesubfamilysubfamilysubfamilynana4646nano
[74]ErwinianillusColeopteraCarabidaesubfamilytribetribegeographysensible1874?yes
[74]GregorydytesColeopteraCarabidaesubfamilytribetribegeographysensible1874?yes
[74]KimberleytyphlusColeopteraCarabidaesubfamilytribetribegeographysensible1874?yes
[74]NeoillaphanusColeopteraCarabidaesubfamilytribetribegeographysensible1874?yes
[74]BylibaraphanusColeopteraCarabidaesubfamilytribetribegeographysensible1874?yes
[74]GilesdytesColeopteraCarabidaesubfamilytribetribegeographysensible1874?yes
[74]PilbaradytesColeopteraCarabidaesubfamilytribetribegeographysensible1874?yes
[74]PilbaraphanusColeopteraCarabidaesubfamilytribetribegeographysensible1874?yes
[75]SagaranaHymenopteraBraconidaetribetribetribenana77nano
[76]ChileothortusColeopteraCryptophagidaetribetribesubfamilydescriptionsensible214536yes
[76]ChimaerocryptusColeopteraCryptophagidaetribetribesubfamilydescriptionsensible214536yes
[76]ConnatocryptusColeopteraCryptophagidaetribetribesubfamilydescriptionsensible214536yes
[76]CordosomatulaColeopteraCryptophagidaetribetribesubfamilydescriptionsensible214536yes
[76]FoveocryptusColeopteraCryptophagidaetribetribesubfamilydescriptionsensible214536yes
[76]PapuacryptusColeopteraCryptophagidaetribetribesubfamilydescriptionsensible214536yes
[76]OdontosomatulaColeopteraCryptophagidaetribetribesubfamilydescriptionsensible214536yes
[76]ParagnetariaColeopteraCryptophagidaetribetribesubfamilydescriptionsensible214536yes
[76]OrthoscelisColeopteraCryptophagidaetribetribesubfamilydescriptionsensible214536yes
[76]HumerocryptusColeopteraCryptophagidaetribetribesubfamilydescriptionsensible214536yes
[76]AustroscelisColeopteraCryptophagidaetribetribesubfamilydescriptionsensible214536yes
[76]NotocryptusColeopteraCryptophagidaetribetribesubfamilydescriptionsensible214536yes
[76]BellascelisColeopteraCryptophagidaetribetribesubfamilydescriptionsensible214536yes
[77]ColossocharesColeopteraHydrophilidaesubfamilysubfamilyfamilymorphologysensible22157 ws10yes
[77]NovocharesColeopteraHydrophilidaesubfamilysubfamilyfamilymorphologysensible22157 ws10yes
[78]IrabolaHemipteraIssidaegenus groupsubfamily §subfamily §nana6060 Fnano
[79]PolychornumHemipteraCaliscelidaegenus tribetribenana1616nano
[80]MejdalaniaHemipteraCicadellidaesubfamilysubfamilyfamilymorphologyclose329224 ws9no
[81]TakiyaellaHemipteraCicadellidaesubfamily??na????no
[82]BeltranaHemipteraCicadellidaetribetribetribenana7171nano
[82]FulanaHemipteraCicadellidaetribetribetribenana7171nano
[82]SicranaHemipteraCicadellidaetribetribetribenana7171nano
[83]MelissocleptisHymenopteraHalictidaetribetribetribe nana77nayes
[84]BuestanmyiaDipteraTabanidaetribetribe?tribegeographyfar4157 wknano
[85]OcellotetraOrthopteraGryllidaesubtribesubtribesubtribenana14 Osf14 Osfnano
[86]BalleriodesColeopteraHybosoridaesubfamilysubfamilysubfamilynana46 ws46 wsnano
[87]NestorinusColeopteraTenebrionidaesubfamilysubfamilysubfamilynana387 wk387 wknano
[88]EbenacobiusColeopteraCurculionidaetribe *tribe §tribegeographydiagnos4403yes
[89]FlospesOrthopteraTrigonidiidaesubfamilytribetribenana28 Osf28 Osfnano
[90]TernicubitermesBlattodeaTermitidaegenus groupgenus groupsubfamily?na428nano
[90]PolyspathotermesBlattodeaTermitidaegenus groupgenus groupsubfamily?na428nano
[91]PseudothenicusHemipteraMiridaesubfamilytribetribenana5050nano
[92]DorotheeHymenopteraIchneumonidaesubfamilysubtribetribemorphologyclose18250 ws11yes
[93]HamotyrusColeopteraStaphylinidaetribetribesupertribemorphologyfar861181yes
[93]PlesiotyrinysColeopteraStaphylinidaetribetribesupertribemorphologyfar861181yes
[94]TiracaledaColeopteraStaphylinidaesupertribesupertribesubfamilydiagnosissensible1181253 ws6no
[94]TiramieuaColeopteraStaphylinidaesupertribesupertribesubfamilydiagnosissensible1181253 ws6no
[94]TiraspirusColeopteraStaphylinidaesupertribesupertribesubfamilydiagnosissensible1181253 ws6no
[94]ZiweiaColeopteraStaphylinidaesupertribesupertribesubfamilydiagnosissensible1181253 ws6no
[94]DzumacusColeopteraStaphylinidaesupertribesupertribesubfamilydiagnosissensible1181253 ws6no
[95]ValenciolendaHemipteraKinnaridaefamilyfamilyfamilynana2424nano
[96]FangcliaLepidopteraErebidaesubtribegenus groupgenus groupnadiagnosis55nano
[96]MicrarsineLepidopteraErebidaesubtribegenus groupgenus groupnadiagnosis55nano
[96]CallidarsineLepidopteraErebidaesubtribegenus groupgenus groupnadiagnosis2525nano
[96]LongarsineLepidopteraErebidaesubtribegenus groupgenus groupnadiagnosis4141nano
[97]MakalapobiusOrthopteraTrigonidiidaetribegenus groupgenus groupnana77nano
[97]GabusibiusOrthopteraTrigonidiidaetribegenus groupgenus groupnana77nano
[98]SeseliaOrthopteraPhalangopsidaefamilytribesubfamilymorphologysensible3627yes
[99]TibetisoperlaPlecopteraPerlodidaesubfamilysubfamilysubfamilynana88nayes
[100]SinonichnusColeopteraStaphylinidaespeciestribesubfamilymorphologyend2380 wk1yes
[101]AustroxiphydaHymenopteraXiphydriidaesubfamilysubfamily *familymorphologysensible232yes
[102]CentroclumnaBlattodeaBlattellidaegenus groupfamily?familynana7979nano
[103]NyxiaHymenopteraIchneumonidaesubfamilysubfamily §subfamilygeographydiagnosis229 ws?no
[104]CorditarsusColeopteraCurculionidaetribesubtribetribediagnosissensible1313nayes
[104]NisiborusColeopteraCurculionidaetribesubtribetribediagnosissensible1313nayes
[104]XerasiborusColeopteraCurculionidaetribesubtribetribediagnosissensible1313nayes
[105]KarlseniusColeopteraCurculionidaetribetribetribenana99nano
[105]LeiomicracisColeopteraCurculionidaetribetribesubfamilymorphologysensible20270 ws17yes
[105]NeomicracisColeopteraCurculionidaetribetribesubfamilymorphologysensible20270 ws17yes
[105]MicrolanurgusColeopteraCurculionidaetribetribesubfamilymorphologysensible20270 ws17yes
[105]PseudolanurgusColeopteraCurculionidaetribetribesubfamilymorphologysensible20270 ws17yes
[105]DiplotrichusColeopteraCurculionidaetribetribesubfamilymorphologysensible20270 ws17yes
[106]SphaeraphodiusColeopteraScarabaeidaetribetribesubfamilymorphologyclose257 wk377 wk5yes
[107]PhilibaetisEphemeropteraBaetidaefamilyfamily?familynana114114nano
[108]MegalabiopsEphemeropteraBaetidaefamilyfamilyorder morphologyend1144766no
[109]ToktokkusColeopteraTenebrionidaesubtribesubtribesubtribenana21 ws21 wknano
[110]SaeculumColeopteraTenebrionidaetribetribe §tribegeographydiagnosis747 HCC?no
[111]ApomyrsideaPhthirapteraMenoponidaegenusfamilyfamilynana70 ws70 wsnayes
[112]EremohyperaColeopteraCurculionidaetribesubfamilysubfamilynana72 ws72 wsnano
[113]TainiasomaColeopteraSalpingidaefamilyfamilyorder?morphologysensible45>28,000 HCC26no
[8]PulchralaLepidopteraGelechiidaesubfamily1 genussubfamilykey and morphologysensible169yes
[8]TenupalpaLepidopteraGelechiidaesubfamilysubfamilysubfamilynana66nayes
[114]SolomonocartusColeopteraRhynchitidaetribetribesupertribe?morphologyclose233 wk4no
[115]ParallobraconHymenopteraBraconidaesubfamilytribetribenana?187?no
[116]MajialandrevusOrthopteraGryllidaesubfamilytribetribenana2828nano
[117]InfrantennaColeopteraBostrichidaetribetribetribenana3535nayes
[118]PlatydrilusColeopteraTelegeusidaefamilyfamilyordertaxonomy & morphologyclose4>28,000 HCC13yes
[118]StenodrilusColeopteraTelegeusidaefamilyfamilyordertaxonomy & morphologyclose4>28,000 HCC13yes
[119]BundoksiaBlattodeaBlattidaefamily2 subfams §2 subfamilies §nana1127?yes
[120]PulchephemeraEphemeropteraNeoephemeridaefamilyfamilyfamilynana44nano
[121]ElatosaraEphemeropteraCaenidaesubfamilyfamilyfamilynana3030 wknano
[121]ThainisEphemeropteraCaenidaesubfamilyfamilyfamilynana3030 wknano
[122]NyiaDipteraBombyliidaegenus grouptribe §tribenana2121nano
[123]LafontaineanaLepidopteraNoctuidaegenus1 genus1 genusnana11nano
[124]KnudsoniaLepidopteraGeometridaefamilytribetribenana66nano
[125]ProkiusHymenopteraCynipidaetribetribetribenana5050nano
[126]PentamericaColeopteraCurculionidaetribetribesubfamilydiagnosissensible6>1300 wk17yes
[126]YamalakaColeopteraCurculionidaetribetribesubfamilydiagnosissensible6>1300 wk 17yes
[126]CervellaeaColeopteraCurculionidaetribetribesubfamilydiagnosissensible6>1300 wk17yes
[126]NamaquaniaColeopteraCurculionidaetribetribesubfamilydiagnosissensible6>1300 wk17yes
[126]SpringbokiaColeopteraCurculionidaetribetribesubfamilydiagnosissensible6>1300 wk17yes
[126]CederbergiaColeopteraCurculionidaetribetribesubfamilydiagnosissensible6>1300 wk17yes
[127]MultipialusLepidopteraHepialidaefamilyfamilyfamilynana74 wk74 wknano
[127]AgripialusLepidopteraHepialidaefamilyfamilyfamilynana74 wk74 wknano
[128]EraniellaDipteraChironomidaefamilysubfamilysubfamilyna?27 ws27 wk?no
[129]TelmatometropsisHemipteraGerridaefamilySubfamily §subfamilygeographydiagnosis8??yes
[130]TricosusDipteraPipunculidaefamilytribes?tribe?nana??nano
[131]EilapinothripsThysanopteraPhlaeothripidaegenus groupsubfamily?subfamily?nana450 wk480 wsnano
[132]CisandinaLepidopteraNymphalidaesubfamilygenus groupgenus groupnana55nano
[133]IranphoraDipteraPhoridaefamilyfamilyfamilynana282 ws282 wsnayes
[134]MahabadphoraDipteraPhoridaefamilysubfamilysubfamilynana19 ws19 wsnayes
[135]DariellaHemipteraMiridaesubfamilytribesubfamilymorphologyclose26923no
[135]LabriellaHemipteraMiridaesubfamilytribesubfamilymorphologyclose26923no
[135]CallitropiscaHemipteraMiridaesubfamilytribesubfamilymorphologyclose58924no
[135]LaetifulviusHemipteraMiridaesubfamilytribesubfamilymorphologyclose58924no
[135]MicanitropisHemipteraMiridaesubfamilytribesubfamilymorphologyclose58924no
[136]GentiliocossusLepidopteraCossidaesubfamilysubfamily?subfamily?nana21 ws?nano
[137]VietnaliaColeopteraTenebrionidaetribesubfamilysubfamily?nadiagnosis63226?no
[138]DubianusDermapteraForficulidaeorderorder §order §nana??nano
[139]ArkaditillaHymenopteraMutillidaetribetribe §tribe §nana1313nano
[140]AniculaLepidopteraGelechiidaetribegenus groupgenus grpnana22nano
[141]UrbanthidiumHymenopteraMegachilidae †subtribesubtribesubfamily morphologyclose30?8no
[142]ViperinusLepidopteraLecithoceridaefamily1 genus1 genusnana11nano
[143]SpiniolaLepidopteraLecithoceridaesubfamilygenus groupgenus grpnana33nano
[144]MixanigiaColeopteraLeiodidaetribetribe §tribe §nana1515nayes
[145]VietannaHemipteraCicadidaesubtribesubtribesubfamilydiagnosisclose9478 ws9yes
[146]RudogoritesColeopteraLeiodidaetribegenus grouptribemorphologydiagnosis1226510yes
[147]SpanglerelmisColeopteraElmidaefamilyfamilyfamilynana149149nano
[148]ParateleiopsisLepidopteraGelechiidaefamilyfamilyfamilynana261 ws261 wsnano
[149]SahyadrialticaColeopteraChrysomelidaesubfamily *genus grouptribemorphologyfar9500 wk10yes
[150]DistinctamyiaDipteraCecidyomyiidaesubtribesubtribetribemorphologyfar2653 ws3no
[151]AfrorogasHymenopteraBraconidaesubfamilytribetribenana3131nano
[151]PapuarogasHymenopteraBraconidaesubfamilytribetribenana3131nano
[151]AmanirogasHymenopteraBraconidaesubfamilytribetribenana3131nano
[152]CisanthrenaHymenopteraAndrenidae †tribetribetribenana19 Mc19 Mcnano
[152]AustellurgusHymenopteraAndrenidae †tribetribetribenana19 Mc19 Mcnano
[152]LuisanthrenaHymenopteraAndrenidae †tribetribetribenana19 Mc19 Mcnano
[153]CarinadeliusHymenopteraBraconidaetribetribesubfamilymorphologysensible52332yes
[154]MaculambrysusHemipteraNaucoridaesubfamilysubfamilyfamilymorphologysensible84011no
[154]AustralambrysusHemipteraNaucoridaesubfamilysubfamilyfamilymorphologysensible84011no
[155]BrevialavenosaHemipteraCicadidaetribetribe?subfamilymorphologydiagnosis8213 ws10no
[156]NelbromaHemipteraCicadidaefamilytribefamilymorphologysensible1478 ws14no
[156]TimbaltransversaHemipteraCicadidaefamilytribefamilymorphology, geographysensible3478 ws15no
[156]OrientafroinsularisHemipteraCicadidaefamilytribefamilymorphologysensible2478 ws36no
[156]MouldpsaltraHemipteraCicadidaefamilytribefamilymorphologysensible2478 ws14no
[156]DeremecesHemipteraCicadidaefamilytribefamilymorphologysensible9478 ws16no
[157]CitroriginisHemipteraCicadidaesubfamilytribefamilymorphologysensible1478 ws49no
[158]EbogotermesBlattodeaTermitidaesubfamilysubfamily §subfamily §nana?52nano
[159]GraziaphylusHemipteraMiridaesubfamily *tribesubfamilymorphologysensible59 wk457 ws3no
[160]CompsogusaMantodeaGonypetidaeorder?1 genus1 genusnana11nano
[161]ProtrachyasmusColeopteraCurculionidaegenus 1 genustribediagnosisfar16?no
[162]MichenerHymenopteraBraconidaefamilysubfamilyfamilymorphsensible5>10005yes
[163]EvansiclaveliaHymenopteraPompilidaesubfamilytribe §subfamilymorphology, geographysensible52510yes
[163]MaurilloidesHymenopteraPompilidaesubfamilytribe §subfamilymorphology, geographysensible52510yes
[164]ErythropompilusHymenopteraPompilidaesubfamilysubfamilyfamilymorphologyend106 ws214 ws1no
[165]MiguelmonneusColeopteraCerambycidaegenus genus group?four generanana14nano
[166]SaigusamyiaDipteraBrachystomatidaefamilysubfamily §subfamily §nana??nayes
[167]ParallelodromiaDipteraHybotidaesubfamilysubfamilysubfamilynana27 ws27 wsnano
[168]ParaiteaphilaDipteraIteaphilidaegenus *familyfamilynana11nano
[169]EchinothallisColeopteraErotylinaesubfamilytribetribenana??nano
[169]MicrodacneColeopteraErotylinaesubfamilytribetribenana??nano
[170]AfropeplusColeopteraSalpingidaesubfamilysubfamilyfamilydiagnosissensible94935yes
[170]MascaropeplusColeopteraSalpingidaesubfamilysubfamilyfamilydiagnosissensible94935yes
[170]PaederopeplusColeopteraSalpingidaesubfamilysubfamilyfamilydiagnosissensible94935yes
[170]PlatopeplusColeopteraSalpingidaesubfamilysubfamilyfamilydiagnosissensible94935yes
[171]VismaZygentomaLepismatidaesubfamilysubfamilysubfamilynana22nano
[172]AcanthamoplaxHemipteraTingidaegenus familyfamilynana291291 wknayes
[173]GaufiniaPlecopteraChloroperlidaefamilyfamilyfamilynana1818 wsnano
[174]FlavorubivolatusHemipteraCicadellidaetribetribetribenana2525nano
[174]RetevolatusHemipteraCicadellidaetribetribetribenana2525nano
[175]NeotischeriaLepidopteraTischeriidaefamily?familyfamilynana66nano
[176]ManitischeriaLepidopteraTischeriidaefamilyfamilyfamilynana55nano
[177]SensoricaHemipteraRicaniidaefamilyfamilyfamilynana6767nano
[178]KazukuruHemipteraRicaniidaefamilyfamilyfamilynana6767nano
[179]TarehylavaHemipteraRicaniidaefamilyfamily §>familygeographydiagnosis1515nano
[180]DispardentiumColeopteraChrysomelidaegenus subfamily §subfamily §nana3?nayes
[181]MakayaHemipteraFlatidaefamilytribetribenana57 ws57 wsnano
[182]SelizitapiaHemipteraFlatidaefamilytribe §tribe §nana55nano
[183]BirabiroLepidopteraLycaenidaenonegenus groupgenus groupnana22nano
[183]KipepeoLepidopteraLycaenidaenonegenus groupgenus groupnana33nano
[184]FalcerminthusOrthopteraGryllidaetribesubtribetribemorphologysensible9144yes
[184]FadinthusOrthopteraGryllidaetribesubtribetribemorphologysensible9144yes
[185]RugabinthusOrthopteraGryllidaesubtribesubtribesubtribenana1010nano
[186]MegalofaciatusHemipteraMiridaetribetribesubfamilymorphologysensible4 ws34 ws5no
[187]ArideneidesHemipteraBerytidaefamilytribetribenana11 ws11 wsnano
[188]IgaponeraHymenopteraFormicidaesubfamilysubfamilysubfamilynasensible48 aw48 aw3no
[189]PortentusColeopteraAnthribidaefamilytribesubfamilymorphologydiagnosis357 wk5yes
[190]PectotibialisColeopteraMelyridae †familytribe §tribemorphologyfar23381yes
[191]AustralolaiusColeopteraMelyridae †genus tribe §tribemorphologydiagnosis16381yes
[192]TonyattalusColeopteraMelyridae †familytribetribenana33nano
[192]TonycolotesColeopteraMelyridae †familytribetribenana33nano
[192]ArabotroglopsColeopteraMelyridae †familytribetribenana55nano
[193]HelioandesiaLepidopteraHeliodinidaegenus familysuperfamilymorphologyfar13465 ws3no
[194]ZaragozapirhidiusColeopteraRipiphoridaesubfamilysubfamilyfamilymultiplefar5405yes
[195]RatsaLepidopteraGeometridaesubfamily2 generagenus groupnana22nano
[196]PlatycestaColeopteraChrysomelidaetribe *genus grouptribemorphologyclose276 wk3no
[197]MalayomelittiaLepidopteraSesiidaetribegenus grouptribemorphology, geographydiagnosis3206no
[197]ScarlataLepidopteraSesiidaetribegenus grouptribemorphology, geographydiagnosis4208no
[198]SetteliaLepidopteraErebidaesubfamilygenus groupgenus groupnana5757nano
[199]SiccasuraLepidopteraErebidaegenus groupgenus groupgenus groupnana5757nano
[200]KruegerilemaLepidopteraErebidaetribe1 genus1 genus nana199nano
[201]ApodytapionColeopteraBrentidaesubfamilygenus group §subfamilyphyl geog keykey10168 ws6yes
[201]TurnerapionColeopteraBrentidaesubfamilygenus group §subfamilyphyl geog keykey10168 ws6yes
[201]LepanomidiusColeopteraBrentidaesubfamilygenus group §subfamilyphyl geog keykey10168 ws6yes
[201]RhynchitapionColeopteraBrentidaesubfamilygenus group §subfamilyphyl geog keykey10168 ws6yes
[202]SabziaLepidopteraGeometridaespecies2 generagenus grpnana22nano
[203]HalopanurgusHymenopteraAndrenidaesubfamilygenus groupsubfamilymorphologydiagnosis437 Mc7yes
[204]ConcaviascaHemipteraCicadellidaetribetribesubfamilymorphologyfar105480 wk13yes
[204]SpecioscascaHemipteraCicadellidaetribetribesubfamilymorphologyfar105480 wk13yes
[204]TripunctiascaHemipteraCicadellidaetribetribesubfamilymorphologyfar105480 wk13yes
[204]CoccineascaHemipteraCicadellidaetribetribesubfamilymorphologyfar105480 wk13yes
[204]LongibrachiascaHemipteraCicadellidaetribetribesubfamilymorphologyfar105480 wk13yes
[205]StroehleiaLepidopteraCossidaesubfamilysubfamilysubfamilynana77 ws77 wsnano
[206]MicrarbelaLepidopteraMetarbelidaefamilyfamily §familygeographyna129?no
[206]GhatarbelaLepidopteraMetarbelidaefamilyfamily §family §nana???no
[207]TagoriaLepidopteraMetarbelidaefamilyfamily §familygeographyna1229?no
[208]MarcopoloiaLepidopteraMetarbelidaefamilyfamily §familygeographyna1331?no
[209]TearbelaLepidopteraMetarbelidaefamilygenus groupgenus groupnana22nano
[210]AukorbelaLepidopteraMetarbelidaefamilyfamily §familygeographyna1532?no
[211]SubtilissimiaHemipteraCicadellidaesubfamilytribesubfamilykeyclose100480 wk3no
[212]AsicimbexHymenopteraCimbicidaetribesubfamilysubfamilynana1010nayes
[213]StonedahliaHemipteraMiridaetribetribesubfamilymorphologysensible81771yes
[213]NamyatoviaHemipteraMiridaetribetribesubfamilymorphologysensible81771yes
[214]PhragmitalitusHemipteraCicadellidaespeciestribesubfamilymorphologysensible139924 ws3no
[215]EyarinellaHemipteraVeliidaesubfamilysubfamily §subfamilygeographykey827 wsnayes
[215]ThirumalaiaHemipteraVeliidaesubfamilysubfamily §subfamilygeographykey827 wsnayes
[216]KavayvaHymenopteraEurytomidaefamilyfamilyfamilynana85 wk85 wknano
[217]AnuihuajiangaHemipteraCicadellidaetribetribetribenana204204nano
[218]TabwecalaLepidopteraErebidaetribefamilyfamilynana2418 ws2418 wsnano
[219]RuptorColeopteraStaphylinidaesubfamilysubfamilysubfamilynana220220nano
*—arranged alphabetically by author, §—qualified as morphological, geographical or ecological subset, †—authors used a different family name, ¢—data from original authors except as follows: aw [220], D [60], F [221], Mc [222], Osf [7], HCC [223], wk—Wikipedia, ws—Wikispecies.
For the recognition group, the most common taxonomic level overall was subfamily (38.8%) and the least common was genus (10.9%). Again, Lepidoptera and the combination of smaller orders are outliers requiring genus group-level identification and family or higher-level, respectively, for over half of the new genera (Figure 1), the reasons likely being the same as for the reference groups, as described above.
The number of genera in the reference group was stated in the paper in 257 cases (82.1%), and the data are presented in Table 1, column J. The number ranged from one to 257, averaging 27.1 and with a median value of 13. When data from additional sources were included, the reference group was given or could be estimated for 299 genera (95.5%), ranged from 1 to over 2400, averaged 43.7 and had a median of 17.
The authors provided the number of genera in the recognition group in 156 cases (49.8%), as shown in Table 1, column K. This number ranged from 1 to 265, with an average of 41.7 and median of 25. The number of genera in the recognition group could be estimated for an additional 138 genera (for a total of 294, 93.9%) when data from additional sources were included. The number of genera ranged from 1 to ~28,000 (all beetles), averaged 476.9 and had a median of 45.5.
The number of genera in the recognition group compared to the reference group could be estimated from the information presented by the authors for 150 genera (47.9%) and ranged from 0 to 253, with an average of 18.3 and median of 0 due to the large number of instances where the two groups were identical (91 instances—60.7% of the genera where the datum could be calculated). With zeros removed, the average became 45.9 and the median value 32. Again, with zeros removed, the number of genera from which the new one could be differentiated increased by an average of 8.4 times and a median of 4.1 times.
When other sources of information were included, the increase in size of the recognition compared to reference groups could be estimated in 289 cases (92.3%) and ranged from 0 to almost 24,000, averaged 440.7 and with a median of 9, which became 56 when zeroes were removed. Again, when identical recognition and reference groups were removed from the data, i.e., when group size(s) data estimated from extraneous information were included, discrimination of the recognition group resulted in an average increase of 127 times more genera, with a median of 5 times.
When morphological features were given to separate reference and recognition groups, the number of features requiring observation varied from 1 to 49, with an average of 12.1 and median of 7.5 (Table 1, column L). The relationship between the number of features requiring observation and the number of genera that could be excluded through differentiating the reference from the recognition group was negative (r = −0.13) but not significant (p = 0.41). Figure 2 shows these values when both group sizes were given in the original publications. To the bottom right, a mere six observations are required to exclude over 360 mayfly genera (108). To the top left, relatively large numbers of observations are required to exclude comparatively few genera for a range of different taxa.
One or more of the features required dissection (of genitalia or digestive system) in 47 cases ranging in relative proportion from 1 out of 26 features to both of 2. The average percentage of features that required dissection among all features was 10.5%. Both sexes were required to identify the reference group in six cases and both sexes as well as the pupa in one more. Thus for 5.3% of the genera for which the relevant data were presented, it was seemingly not possible for a user to embark on checking the diagnosis for the new genus unless they either had both sexes or a juvenile stage in addition to both sexes available.
Placement of the information that permitted differentiation of the reference group from the recognition group was in the diagnosis itself in 25 instances (15.4%), in a sensible position within the overall taxonomic treatment in 83 (51.2%), associated with an identification key in 6 (3.7%) and close to the diagnosis in 22 (13.6%) (usually immediately above it or in a remarks section beneath the description). Less usefully, these data were given two or more pages above the diagnosis in 21 instances (13.0%) and near the end of the paper in 6 (4.3%) (in 1 case, in a phylogenetic tree—see recommendation #6 below).
Keys were available to aid in the identification of 122 of the new genera (38.6%; Table 1, column M). Papers lacking a key had significant differences in the taxonomic levels of their reference and recognition groups compared to those with keys, but the patterns were not simple. Reference groups without a key were disproportionately less represented at intermediate taxonomic levels (subfamily and tribe) (χ2 = 16.7, p < 0.001), whereas recognition groups had fewer subfamilies for those genera not made identifiable with a key compared to all other taxonomic levels (χ2 = 27.1, p < 0.00001). The numbers of genera in reference or recognition groups did not differ significantly whether an identification key was or was not provided when based upon data provided by the authors (z = 0.75, p = 0.46 and z = 1.6, p = 0.11, respectively). When data from extraneous sources were included, there were significantly fewer genera in both reference and recognition groups in papers without a key compared to those with one (in both cases, z = 2.31, p = 0.021). Genera not made identifiable with a key were more likely to have the reference and recognition groups identical (χ2 = 20.2, p < 0.00001), thus making the paper describing them less useful in two ways: lacking a key and having the smallest possible recognition group.
The taxonomic information provided in the paper’s title (Table 1, column E) indicated the reference group precisely in 64 cases (20.8%), differed only in terms of geographic or ecological delimitation in 95 (30.9%) and indicated a higher taxonomic level in 116 (37.8%) and a lower one in 24 (7.8%). The title reflected the recognition group in 25 cases (8.2%), differed only in ecological or geographic delimitation in 95 (30.9%), had a higher taxonomic level in 79 (25.7%) and had a lower taxonomic level in 107 (34.9%). Thus, the title of the paper may be considered misleading as to the taxonomic relevance of the information within (through over- or understating its generality) for ~80% of the genera.

4. Discussion

Diagnoses are important components of the description of new taxa, and their inclusion has been recommended by the ICZN since 1930 [224]. But how might a user decide whether the diagnosis is relevant to a specimen they wish to identify?
I have provided a framework whereby this information might be conveyed: the reference group being that to which the diagnosis applies directly, and the recognition group the taxon which the user needs to be able to identify before using the more finely discriminatory information in the publication. While these were the same in almost one-half of the diagnoses, there are two main advantages to proscribing a recognition group that is at as-high-a taxonomic level as possible, or at least as-high-a-level as might be reasonable depending on the target audience. First, the more expansive the recognition group is, the easier it will be for a user to determine whether or not their specimen belongs to it and thereby decide that further investigation of the paper is warranted. Second, the larger the recognition group the more likely it is that users will already have the information required to identify it. For example, if the diagnosis for the new genus compares it to only one other genus (especially if the shared features that differentiate them from higher taxonomic levels are not provided), the user needs to be able to identify the original genus. Precisely this situation was found in ten instances (where entries in Table 1, columns F and G both state “1 genus”). This does a disservice both to taxonomy and to those that use the results of taxonomic research: such papers will rarely be cited because so much additional information is required of a user for the paper to be readily understood as being useful to them.
At the opposite extreme, if a new genus is diagnosed within a family but how to tell members of that family from all others in the order is outlined, the user needs only to be able to identify a specimen at the ordinal level for the information in the paper to be potentially useful. A good example of this was the paper describing two new genera of beetles of the family Telegeusidae [118], in which the authors also explain how to differentiate the family from all other beetles. In this instance, the user can get from more than 28,000 genera to just 1 from a single research article (which included a global key to genera in the family). Recognition groups at the ordinal level were found in six instances (Table 1, column H). This approach is useful, as even beginner entomologists would likely be able to recognize most insects at this level. Recognition groups at the family level were found in 58 instances. This might be considered the lowest level at which a useful recognition group can be defined for a wide range of users in that keys to families within orders (globally or geographically limited) should be available to any committed entomological enthusiast.
How expansive the information associated with a new taxonomic description is should depend on the target clientele of the paper. Braby et al. [225] state that a diagnosis “should provide sufficient information to allow anyone to distinguish the new species from similar or closely related species” [italics mine]. By extension, diagnoses of genera should also allow anyone to identify the genus; indeed, their higher taxonomic rank should make their identification easier. Clearly these statements are too optimistic (not everyone has access to a microscope or the literature, for example), but it does seem that most new genus descriptions are aimed at an audience comprising no more than the few other taxonomic experts in the same group. This is a pity given the increasing global interest in, and acknowledged importance of, the world’s biota—especially given the repeated statements that the field of taxonomy is in crisis, e.g., [226].
Of course, the title of a journal article should provide the reader with the information required to decide whether to proceed in use of the paper to identify a specimen at hand. But in almost 40% of cases, the title suggested a broader (higher taxonomic level) relevance than was provided in the paper, potentially wasting user’s time. This doubtless results from the requirements of most journals to state in the title the order and family that are the topic of the paper. Loosening of that regulation so that either reference or recognition groups (or both) can be added would seem useful, and it would be preferable if stating what these are is mandatory.
Some journals require a complete taxonomic breakdown for the new taxa at the beginning of a taxonomy section. For example, the instructions to authors for the European Journal of Taxonomy state with respect to the results “[T]this section should start with a contextual account of the current taxonomic hierarchy of the target taxon”. However, this can be misleading, as it suggests that the subsequent diagnosis is relevant to the lowest level provided in the hierarchy that immediately precedes it. For example, in a paper describing a new genus of Mycetophagidae (Coleoptera) [26], the taxonomic hierarchy suggests that the diagnosis might differentiate the new genus from those within its tribe, whereas it is separated from “all other known genera” of the family, which is much more useful. In contrast, in a paper describing three new genera of meconematine crickets [36], each is diagnosed only with respect to one other genus, yet both the title and the taxonomic hierarchy suggest that differentiation from taxa at the tribal level might be expected and no key is provided to assist. These issues could easily be avoided through overt statement of the reference and recognition groups.

5. Conclusions

Diagnoses will be made considerably more useful if authors, reviewers and editors ensure that two simple terms are overtly addressed for each new taxon: (a) the reference group—that to which the diagnosis directly relates—and (b) the recognition group—a higher-level taxon that should be easier for a user to distinguish.
Based upon the deliberations above, I provide the following eight recommendations. Where appropriate, each is accompanied by a rationale and one or more examples. Although the data upon which these ideas were generated were from newly diagnosed insect genera, I believe these recommendations should apply to diagnoses for all taxa at all levels in the hierarchy, including the species level.
  • State reference and recognition groups overtly: “the diagnosis contrasts the new taxon with all others in the subtribe Diagnostina (reference group), this subtribe can be differentiated from all others in the family (recognition group) by….”.
  • State how both groups are understood. This would be analogous to the taxon concept [227,228]. This recommendation is necessitated by the seemingly disparate ways different authors sometimes understood the same taxon. In instances where there is taxonomic controversy as to group membership, authors should state which classification they are using. For example, Termitidae are placed in different orders in [11] and [158], and closely related bees are placed in different families in [142,202]. The best way to achieve this would be to cite a readily available reference that defined the group the way it is understood by the authors.
  • State the number of taxa that are in the reference and recognition groups. This not only provides an additional potential check for the groups’ taxon concept but also gives the reader an idea of the complexity of the task of separating a specimen to be identified from others in the groups.
  • State the reference and recognitions groups in the (sub)heading to the diagnosis and start the diagnosis with information that permits differentiation of the reference group from the recognition group. Alternatively, provide the characteristics separating reference from recognition groups in an obvious position, immediately above the diagnosis perhaps. It was often necessary to search the entire paper to find out whether a recognition group could be detected and to find the features that separate the reference group from it (if they were given): why hide the information that enables a potential citer to know whether the paper is worth further study? Of course, authors may have mentioned what I took to be a recognition group only “in passing”, and perhaps by accident, as their focus would have been on a more narrowly defined taxon.
  • Provide information that enables a user to differentiate reference from recognition groups briefly and use features that are decisive. As with keys [3], features in diagnoses that have exceptions or overlapping states are of limited utility as they are indecisive, although if carefully worded, especially in the context of a combination of features, they may help exclude some taxa. Similarly, long descriptive text explaining how to identify the reference group will be more onerous for a user to get through.
  • Discriminatory information should be easy for a user to access in the paper. As a counterexample, to discover the defining features to differentiate the reference group from the recognition group in [40], the user must: (i) locate the characters that define the group from the phylogeny given in a supplementary figure (where the states are not provided though character numbers are), then (ii) find the relevant matrix from among a set of supplementary tables wherein a 56 column and 55 row data matrix is provided to locate the relevant state numbers and then (iii) look at the character state descriptions elsewhere in the supplementary material. In this example, users must go through three unnecessarily time-consuming steps before obtaining an answer that could easily have been given in the body of the paper.
  • The information provided to differentiate reference from recognition groups should be as easy to assess as possible. If the features provided include information from both sexes, then those features will not be assessable from a single specimen or presumes users have access to correctly associated members of the two sexes. If one or more of the features listed require dissection, unless they are the only suitable features, the information will be unnecessarily time-consuming to evaluate.
  • Be consistent with respect to the reference or recognition group being used. For example, in [46], a new genus is listed under a subtribe, but the discussion states that it could not be placed in a subtribe, causing some confusion for the reader.

Funding

This research was funded by the Natural Sciences and Engineering Research Council of Canada through a Discovery Grant to the author, grant number RGPIN-2020-06991.

Data Availability Statement

All data assessed in this paper are presented in Table 1, where column A indicates the reference from which data entries were obtained as cited in the reference list.

Acknowledgments

I thank Thomas Onuferko, Doug Yanega and three anonymous reviewers for comments on the manuscript, Czarina Ortega for typing the list of references cited in Table 1 and Aishwarya Subramanian for assistance with Figure 1. I am grateful to Tommy McElrath for assistance with finding the link to Hallan’s Coleoptera Catalogue. The impetus for this paper came partly from comments received on an earlier manuscript of mine from Wojciech Pulawski, for which I remain thankful. AI was not used in the preparation of this paper.

Conflicts of Interest

The author declares no conflicts of interest.

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Figure 1. Variation among orders in the levels of the Linnean hierarchy of the reference (A) and recognition (B) groups. This is expressed as the percentage of the total number of diagnoses for each of four taxonomic levels provided separately for six major orders as well as for all other orders combined.
Figure 1. Variation among orders in the levels of the Linnean hierarchy of the reference (A) and recognition (B) groups. This is expressed as the percentage of the total number of diagnoses for each of four taxonomic levels provided separately for six major orders as well as for all other orders combined.
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Figure 2. The number of features requiring observation against the number of genera excluded by identifying the reference group from among the recognition group separately for males, females and both sexes combined.
Figure 2. The number of features requiring observation against the number of genera excluded by identifying the reference group from among the recognition group separately for males, females and both sexes combined.
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