Taxonomic Filtering#

Callum Waite, Shandiya Balasubramaniam

Taxonomic complexity can confound the process of searching, filtering, and downloading records using galah, but there are a few ways to ensure records are not missed by using [functions] in galah. Let’s start by configuring galah to the ALA.

>>> import galah
>>> galah.galah_config(atlas="Australia",email="your-email-here")

search_taxa()#

search_taxa() enables users to look up taxonomic names before downloading data, which allows for disambiguating homonyms and checking that the search term matches the taxon name in the ALA . search_taxa() returns the scientific name, authorship, rank, and full classification for the taxon matched to the provided search term.

>>> galah.search_taxa(taxa="Petroica boodang")
                scientificName scientificNameAuthorship                                                             taxonConceptID     rank   matchType   kingdom    phylum classs          order       family     genus           species     issues vernacularName
0  Petroica (Petroica) boodang           (Lesson, 1838)  https://biodiversity.org.au/afd/taxa/a3e5376b-f9e6-4bdf-adae-1e7add9f5c29  species  exactMatch  Animalia  Chordata   Aves  Passeriformes  Petroicidae  Petroica  Petroica boodang  [noIssue]  Scarlet Robin

It can also return taxonomic information for multiple species, including synonyms and Indigneous names.

>>> # Muscicapa chrysoptera is a synonym for the Flame Robin, Petroica phoenicea
>>> # Guniibuu is the Yuwaalaraay Indigenous name for the Red-Capped Robin, Petroica goodenovii
>>> galah.search_taxa(taxa = ["Muscicapa chrysoptera", "Guniibuu"])
                   scientificName    scientificNameAuthorship                                                             taxonConceptID     rank        matchType   kingdom    phylum classs          order       family     genus              species     issues    vernacularName
0   Petroica (Littlera) phoenicea                 Gould, 1837  https://biodiversity.org.au/afd/taxa/fe74e658-4848-437a-a23d-f1001a198552  species       exactMatch  Animalia  Chordata   Aves  Passeriformes  Petroicidae  Petroica   Petroica phoenicea  [noIssue]       Flame Robin
1  Petroica (Petroica) goodenovii  (Vigors & Horsfield, 1827)  https://biodiversity.org.au/afd/taxa/10dbd908-00f3-4ec2-9a9c-a2fd4782eaf1  species  vernacularMatch  Animalia  Chordata   Aves  Passeriformes  Petroicidae  Petroica  Petroica goodenovii  [noIssue]  Red-capped Robin

Where homonyms exist, search_taxa() will prompt users to clarify the search term by providing one or more taxonomic ranks using the search_taxa() argument scientific_name. This example differentiates among the genus Morganella in three kingdoms:

>>> galah.search_taxa(taxa = ["Morganella"])
  scientificName scientificNameAuthorship taxonConceptID rank matchType kingdom phylum classs order family genus species     issues vernacularName
0     Morganella                                                                                                          [homonym]
>>> galah.search_taxa(scientific_name={"kingdom": ["Fungi"],"scientificName": ["Morganella"]})
  scientificName scientificNameAuthorship                                      taxonConceptID   rank   matchType kingdom         phylum          classs       order       family       genus species   issues vernacularName
0     Morganella                   Zeller  https://id.biodiversity.org.au/name/fungi/60015036  genus  exactMatch   Fungi  Basidiomycota  Agaricomycetes  Agaricales  Agaricaceae  Morganella          noIssue

This disambiguation of the Morganella taxa can then be used by atlas_counts, atlas_occurrences, atlas_species or atlas_media by providing the keyword scientific_name to any of these functions.

>>> galah.atlas_counts(scientific_name={"kingdom": ["Fungi"],"scientificName": ["Morganella"]})
   totalRecords
0           189
>>> galah.atlas_occurrences(scientific_name={"kingdom": ["Fungi"],"scientificName": ["Morganella"]})
                                 recordID           scientificName                                      taxonConceptID  decimalLatitude  decimalLongitude             eventDate                                  dataResourceName occurrenceStatus
0    001ec30d-3376-4f63-ba32-b48bc3dd137d  Morganella purpurascens  https://id.biodiversity.org.au/name/fungi/60022638       -33.662180        150.270831  2021-04-10T00:00:00Z                                  NSW BioNet Atlas          PRESENT
1    005ef5cf-aae1-411c-8476-8ac01dc80e9b      Morganella compacta                                       NZOR-6-128055       -36.823429        175.073057                   NaN   New Zealand Fungal and Plant Disease Collection          PRESENT
2    0084789b-e04d-4742-95b5-2e3761d9fd9c      Morganella compacta                                       NZOR-6-128055       -38.031754        176.486964  2019-05-14T00:00:00Z   New Zealand Fungal and Plant Disease Collection          PRESENT
3    00efd1aa-ebf2-4afb-bd4d-b76af6ff0207      Morganella compacta                                       NZOR-6-128055       -41.097594        172.934641  2014-05-01T00:00:00Z   New Zealand Fungal and Plant Disease Collection          PRESENT
4    05defe84-dc0b-4018-8b25-448ad7d5d33d  Morganella purpurascens  https://id.biodiversity.org.au/name/fungi/60022638              NaN               NaN  1910-04-01T00:00:00Z  Royal Botanic Gardens, Kew - Fungarium Specimens          PRESENT
..                                    ...                      ...                                                 ...              ...               ...                   ...                                               ...              ...
184  f95e41b4-bff3-47e3-bcc3-83662dc500d0      Morganella compacta                                       NZOR-6-128055       -41.271692        173.135924  2004-05-10T00:00:00Z   New Zealand Fungal and Plant Disease Collection          PRESENT
185  fc2816fd-4b65-4af1-b0a2-1b086c26d97f  Morganella purpurascens  https://id.biodiversity.org.au/name/fungi/60022638       -26.405958        153.026140  2018-03-16T01:01:09Z                 ALA species sightings and OzAtlas          PRESENT
186  fe8355bf-df6d-47b4-ab8a-33974e4828b5  Morganella purpurascens  https://id.biodiversity.org.au/name/fungi/60022638       -33.662180        150.270831  2015-04-09T00:00:00Z                                  NSW BioNet Atlas          PRESENT
187  fefa2961-f077-40c1-becb-7fe21a8296ef      Morganella compacta                                       NZOR-6-128055       -36.905438        174.562352  1975-07-01T00:00:00Z   New Zealand Fungal and Plant Disease Collection          PRESENT
188  ff8c59c8-b486-4c9f-ac6b-0e5efc97df22  Morganella purpurascens  https://id.biodiversity.org.au/name/fungi/60022638       -27.933286        153.175133  2024-11-26T11:50:00Z                             iNaturalist Australia          PRESENT

[189 rows x 8 columns]

filters=#

filters= subsets records by searching for exact matches to an expression, and may also be used for taxonomic filtering. for example, if we want to search for multiple species of robins in Australia, we can do this for single or multiple species. We can also group the multiple species by their species names so we can compare the number of records for each robin.

>>> galah.atlas_counts(taxa="Petroica boodang")
   totalRecords
0        177293
>>> aus_petroica = ["Petroica boodang", "Petroica goodenovii",
...                 "Petroica phoenicea", "Petroica rosea",
...                 "Petroica rodinogaster", "Petroica multicolor"]
>>> galah.atlas_counts(
...     taxa=aus_petroica,
...     group_by=["species","vernacularName"]
... )
                  species               vernacularName   count
0        Petroica boodang        Eastern Scarlet Robin   29223
1        Petroica boodang                Scarlet Robin  114250
2        Petroica boodang  South-western Scarlet Robin   13290
3        Petroica boodang      Tasmanian Scarlet Robin   20530
4     Petroica goodenovii             Red-capped Robin  153082
5     Petroica multicolor                Pacific Robin    6871
6      Petroica phoenicea                  Flame Robin  103923
7   Petroica rodinogaster          Mainland Pink Robin    1105
8   Petroica rodinogaster                   Pink Robin   16935
9   Petroica rodinogaster         Tasmanian Pink Robin    3877
10         Petroica rosea                   Rose Robin   78737

This can be useful in searching for paraphyletic or polyphyletic groups. For example, to get counts of non-chordates:

>>> non_chordates = galah.atlas_counts(
...     filters=["kingdom=Animalia","phylum!=Chordata"],
...     group_by=["phylum"],
...     expand=False
... )
>>> non_chordates.head()
           phylum     count
0  Acanthocephala       486
1        Annelida    363788
2      Arthropoda  12296970
3     Brachiopoda      3153
4         Bryozoa     36455

filters=, search_taxa(), and taxonomic ranks#

Deciding between using filters= and search_taxa() in a query comes down to how a record has been classified, and whether or not you have the correct unique name and classification of the taxa of interest.

The ALA has fields for the primary taxonomic ranks (kingdom, phylum, class, order, family, genus, species) and some secondary ranks (e.g. subfamily, subgenus), all of which may be used with filters= and search_taxa(). Additionally, there is a field named scientificName, which refers to the lowest taxonomic rank to which a record has been identified e.g.

>>> import numpy as np
>>> pitta_ranks = galah.atlas_counts(
...     taxa="Pitta",
...     group_by=["scientificName","taxonRank"]
... )
>>> pitta_ranks = pitta_ranks.loc[pitta_ranks["scientificName"].notnull()]
>>> pitta_ranks
                                 scientificName   taxonRank  count
0                                         Pitta       genus    236
1                          Pitta (Erythropitta)    subgenus      6
2            Pitta (Erythropitta) erythrogaster     species    139
3   Pitta (Erythropitta) erythrogaster digglesi  subspecies   1045
4                            Pitta (Pitta) iris     species   7322
5                       Pitta (Pitta) iris iris  subspecies    858
6              Pitta (Pitta) iris johnstoneiana  subspecies     50
7                      Pitta (Pitta) versicolor     species  32832
8           Pitta (Pitta) versicolor intermedia  subspecies   2293
9            Pitta (Pitta) versicolor simillima  subspecies    504
10          Pitta (Pitta) versicolor versicolor  subspecies   4199

If, for instance, you have the correct species or subspecies name, then searching for matches against the species and subspecies fields, respectively, will provide more precise results. This is because the field scientificName may include subgenera. If you’ve used search_taxa() to get the ALA-matched name of a taxon and only want records identified to a particular level of classification, searching for matches against scientificName is recommended.

Paraphyletic or polyphyletic groups may contain taxa identified to different taxonomic levels. In this case, it is simpler to use search_taxa(). In the example below, search_taxa() matches terms to one genus, three species, and two subspecies. This can then be used in atlas_counts() to get counts for each scientific name.

>>> tas_endemic = ["Sarcophilus", # Tasmanian Devil
...                 "Bettongia gaimardi", # Tasmanian Bettong
...                 "Melanodryas vittata", # Dusky Robin
...                 "Platycercus caledonicus",# Green Rosella
...                 "Aquila audax fleayi", # Tasmanian Wedge-Tailed Eagle
...                 "Tyto novaehollandiae castanops" # Tasmanian Masked Owl
...               ]
>>> galah.search_taxa(taxa=tas_endemic)
                          scientificName scientificNameAuthorship                                                             taxonConceptID        rank   matchType   kingdom    phylum    classs            order        family        genus                  species     issues                vernacularName
0                            Sarcophilus             Cuvier, 1837  https://biodiversity.org.au/afd/taxa/aa40a75d-d499-4339-8a5d-c333a29cea1c       genus  exactMatch  Animalia  Chordata  Mammalia   Dasyuromorphia    Dasyuridae  Sarcophilus                           [noIssue]                              
1                     Bettongia gaimardi        (Desmarest, 1822)  https://biodiversity.org.au/afd/taxa/8f7da937-6338-4c39-8b11-4f83807afe11     species  exactMatch  Animalia  Chordata  Mammalia    Diprotodontia    Potoroidae    Bettongia       Bettongia gaimardi  [noIssue]             Tasmanian Bettong
2      Melanodryas (Amaurodryas) vittata   (Quoy & Gaimard, 1830)  https://biodiversity.org.au/afd/taxa/0f04889f-5489-4369-a545-8a041fba9f6d     species  exactMatch  Animalia  Chordata      Aves    Passeriformes   Petroicidae  Melanodryas      Melanodryas vittata  [noIssue]                   Dusky Robin
3  Platycercus (Platycercus) caledonicus           (Gmelin, 1788)  https://biodiversity.org.au/afd/taxa/c6e478fe-f199-463f-8576-a77108fd73e2     species  exactMatch  Animalia  Chordata      Aves   Psittaciformes   Psittacidae  Platycercus  Platycercus caledonicus  [noIssue]                 Green Rosella
4         Aquila (Uroaetus) audax fleayi    Condon & Amadon, 1954  https://biodiversity.org.au/afd/taxa/ac93f7f0-0686-4589-801a-5832378cb7c1  subspecies  exactMatch  Animalia  Chordata      Aves  Accipitriformes  Accipitridae       Aquila             Aquila audax  [noIssue]  Tasmanian Wedge-tailed Eagle
5         Tyto novaehollandiae castanops            (Gould, 1837)  https://biodiversity.org.au/afd/taxa/2c30d58b-572b-4dab-8644-b222c28eb0ec  subspecies  exactMatch  Animalia  Chordata      Aves     Strigiformes     Tytonidae         Tyto     Tyto novaehollandiae  [noIssue]          Tasmanian Masked Owl
>>> galah.atlas_counts(
...     taxa=tas_endemic,
...     group_by=["scientificName"],
...     expand=False
... )
                                       scientificName  count
0                      Aquila (Uroaetus) audax fleayi   9465
1                                  Bettongia gaimardi   2452
2                        Bettongia gaimardi cuniculus     54
3                         Bettongia gaimardi gaimardi      9
4                   Melanodryas (Amaurodryas) vittata  13757
5             Melanodryas (Amaurodryas) vittata kingi    729
6           Melanodryas (Amaurodryas) vittata vittata   7499
7               Platycercus (Platycercus) caledonicus  50504
8       Platycercus (Platycercus) caledonicus brownii    447
9   Platycercus (Platycercus) caledonicus caledonicus  30104
10                                        Sarcophilus    112
11                               Sarcophilus harrisii  36879
12                     Tyto novaehollandiae castanops    322