1. Plants, Herbivores, and Parasitoids: A Model System for the Study of Tri-trophic Associations Robert Naczi 1, Melissa Tulig 1, Richard Rabeler 2, Robert Magill 3, and Randall Schuh 4 34 1 2 NSF-ADBC Digitization TCN © Tom Murray

2. A Tri-trophic Approach About 85% of true bugs and their relatives (order Hemiptera) are herbivorous. Many plant families serve as hosts for hemipterans, including the largest families in the North American Flora. Certain families of small wasps (order Hymenoptera) are a diverse group of parasitoids that utilize hemipterans as their hosts.

3. History of the TCN

4. Randall “Toby” Schuh, American Museum of Natural History

5. Significance As a result of feeding on crop plants, many species of Hempitera are serious agricultural pests (e.g., armored scales, mealy bugs, potato leafhoppers). As well, Hemiptera are vectors of viral and bacterial diseases (e.g., Green Peach Aphid is a vector of over 100 plant viruses). Parasitoid Hymenoptera and predatory Hemiptera are beneficial as biological control agents. The relationships among plants, Hemiptera, and parasitoid Hymenoptera are of significant ecological and economic importance. This TCN is cross-collection, as well as cross-disciplinary.

6. The problem Data on plant taxa, insect herbivores, and their parasitoids are currently not accessible in a uniform manner, nor are comprehensive data on their relationships available online. © Tom Murray

7. Hemlock Wooly Adelgid Adelges tsugae (Hemiptera: Adelgidae) a plant bug Plagiognathus tsugae (Hemiptera: Miridae) © Tom Murray© Steven J. Baskauf Eastern Hemlock Tsuga canadensis (Pinaceae) © Tom Murray

8. Systematics: facilitate assembly of specimen data Biogeography: large data set for analyses of patterns of distribution Ecology: host-herbivore-parasitoid relationships Conservation biology: information-based decision-making Agricultural sciences: invasive/pest species data, facilitate identifications at ports Climate change studies: ecological niche modeling; phenological changes; distributional changes Enabling Research

9. Goals 1.Digitize and integrate online the collections data from ca. 4 million specimens (including ca. 2.6 million plants). 2. Build and sustain a network that collects and integrates data from a network of 32 museums (14 herbaria, 18 insect collections). 3. Facilitate research on tri-trophic associations. Scope: North American specimens in non-federal institutions.

10. Pentatomidae Stink Bugs Aphididae Aphids Belostomatidae Giant Water Bugs Reduviidae Assassin Bugs Cicadellidae Leafhoppers Tingidae Lace Bugs All images © Tom Murray Herbivorous (mostly) Insect Coverage: Hemiptera 92 families, ca. 11,000 species

11. Botanical Coverage: Most Important Host Families for Herbivorous Bugs 20 families, ca. 8,000 spp. FagaceaeFabaceae OleaceaeLamiaceae CyperaceaeAsteraceae PolygonaceaePoaceae

12. Parasitoid Insect Coverage: selected Hymenoptera 5 families, ca. 1200 spp. AphelinidaeEncyrtidae All images © Tom Murray

13. Project management Steering Committee of 12 PIs and project managers Full-time Project Manager at AMNH: Katja Seltmann Full-time Botanical Data Capture Specialist at NYBG: Kimberly Watson PIs at 3 botanical and 4 entomological institutions supervise digitization at their home institutions, as well as at 25 subcontracting institutions

14. Partners Entomology –Toby Schuh, American Museum of Natural History –Christine Johnson, American Museum of Natural History –Christiane Weirauch, University of California, Riverside –John Heraty, University of California, Riverside –Charles Bartlett, University of Delaware –Benjamin Normark, University of Massachusetts, Amherst –Neal Evenhuis, BP Bishop Museum, Honolulu –David Kavanaugh, California Academy of Sciences –Stephen D. Gaimari, California Dept. Food and Agriculture –Chen Young, Carnegie Museum, Pittsburgh –Boris C. Kondratieff, Colorado State University –James K. Liebherr, Cornell University –Dmitry Dmitriev, Illinois Natural History Survey –Richard Brown, Mississippi State University –Andy Deans, North Carolina State University –David Maddison, Oregon State University –John Oswald, Texas A&M University –Kipling Will, University of California, Berkeley –Caroline Chaboo, University of Kansas –Michael Sharkey, University of Kentucky Data Contributors –Canadian National Collection, Ottawa –University of California, Davis –Kansas State University Botany –Robert Magill, Missouri Botanical Garden –Robert Naczi, New York Botanical Garden –Richard Rabeler, University of Michigan –Melissa Tulig, New York Botanical Garden –Margaret Hanes, Eastern Michigan University –Rick Phillippe, Illinois Natural History Survey –Deborah Lewis, Iowa State University –Michael Vincent, Miami University –Timothy Hogan, University of Colorado –Mary Ann Feist, University of Illinois –Craig Freeman, University of Kansas –Christopher Campbell, University of Maine –Anita Cholewa, University of Minnesota –Beryl Simpson, University of Texas –Kenneth Cameron, University of Wisconsin Data Contributors –Consortium of Pacific Northwest Herbaria –Consortium of California Herbaria –Southwest Biodiversity Consortium The work of this project is possible only with an accomplished team of people.

15. MICH MO NY EMC WIS MIN KANU ISC COLO MAINE MU TEX ILL ILLS Botanical Institutions

16. MICH MO NY EMC WIS MIN KANU ISC COLO MAINE MU TEX ILL ILLS SEINET CCH CPNH Botanical Institutions Botanical Data Providers

17. MICH MO NY EMC WIS MIN KANU ISC COLO MAINE MU TEX ILL ILLS SEINET CCH CPNH AMNH CDFA UCRC CAS BPBM MEM CMNHINHS CUIC CSUC TAMU OSAC NCSU SEMC UDCC EMEC UMEC UKIC Botanical Institutions Botanical Data Providers Insect Collections

18. Infrastructure Use existing infrastructure for hardware and software at each institution Each entomology collection will use existing databases and imaging stations or share with partner institutions Use existing Storage Area Networks at NYBG & AMNH Use existing web portal for data integration (Discover Life) as modeled by AMNH’s NSF PBI Plants & Bugs project, plus send copies to iDigBio, GBIF, & other networks Looking forward to working with tools and solutions developed by iDigBio & others

19. Botanical Workflow: Curation Goals 1.Ensure accurate identifications and current nomenclature for the greatest number of specimens possible. 2. Increase efficiency and quality of subsequent digitization processes. Targets 1. Groups with high rates of misidentifications. 2. Specimens with no prior determinations. 3. Groups revised within the past 25 years, but specimens not examined for revisions. 4. Specimens previously undetermined to species or genus. Methods 1.Specialists annotate specimens with accepted names. 2. Stage the collections. 3. Engage the public.

20. Botanical Workflow: Barcoding At all participating herbaria, specimens are barcoded, and skeletal records are created, using “filed-as” names.

21. Botanical Workflow: Imaging At all participating herbaria, specimens are imaged, and image files are sent to NYBG.

22. Imaging Station – 80 specimens/hour

23. Jovana Sladojevic with light box and specimen cart at MICH

24. Botanical Workflow: Post-imaging Data Capture Each image file gets a database record with the institution, barcode number, filed-as determination, and preliminary OCR of the label –Using Tropicos from Missouri Botanical Garden as our names authority file Duplicates reconciled. NYBG Data Capture Specialist completes the partial records DarwinCore-formatted data sent to DiscoverLife and to each participating herbarium

25. How do we complete & georeference 1,200,000+ partial records? Send image files through OCR, Symbiota, etc. Merge existing partner datasets and expected duplicates. Scatter, Gather, Reconcile; FilteredPush. Crowd sourcing & citizen scientists. Georeferencing tools: GEOLocate, BioGeomancer & others.

26. Entomological Workflow Organize specimens by collection event Pin barcodes to each specimen Perform data entry for specimens Image few, representative specimens of every species

27. Entomological Databasing Use existing online PBI database for most data entry

28. Streamlined Interface for Rapid Data Entry Taxon names Locality data Collection Events Specimen Data Host names

29. Biggest Challenges Combining data across institutions: Duplicates and differing names – how to know which is correct, how to report discrepancies to home institutions? File transfer: What’s the best way to move 1,200,000 images to NYBG, Discover Life, and/or the HUB? Long-term archival image storage for all institutions? Potentially 36+ TB of raw files. Integrating Host, Herbivore, and Parasitoid Data.

30. Integration of trophic datasets in Discover Life Will create a linkage among host/parasite/parasitoid data

31. Major Progress 1.Subcontracts approved for nearly all institutions. 2. Many partners are barcoding, imaging, and databasing. 3. Imaging stations installed and partners trained at several institutions. 4. Curation ongoing at most institutions. Curation completed at MICH for Cyperaceae, and at NY for Fagaceae and Juglandaceae. 5. Insect authority files created for many large families. 6. Project website created. http://tcn.amnh.org/ 7. # plant specimens barcoded and imaged: 66,500. 8. # insect specimens databased: 42,000. Training at MICH Training at COLO

32. Lessons Learned Provide sufficient time for essential tasks. administration coordination of network, subcontracts quality control image processing (e.g., ca. 3 hr/week for MICH), curation --- largely volunteer effort Ally yourselves with helpful and competent personnel in offices of Grants & Contracts/Sponsored Programs. Get to know the NSF program officers. Celebrate milestones.

33. Acknowledgments Judith Skog NSF-ADBC iDigBio, especially Austin Mast and Pam Soltis All partners, particularly Barbara Thiers, Katja Seltmann, Kimberly Watson, Charles Zimmerman, Michael Bevans, Nicole Tarnowsky, Tony Kirchgessner, Christine Johnson, Christiane Weirauch, John Heraty, Charles Bartlett, Benjamin Normark Our dedicated digitizers Tom Murray and Steven Baskauf