Research Ideas and Outcomes :
Project Report
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Corresponding author: Darren Ward (wardda@landcareresearch.co.nz)
Received: 23 Aug 2022 | Published: 07 Oct 2022
© 2022 Darren Ward, Svetlana Malysheva
This is an open access article distributed under the terms of the Creative Commons Attribution License (CC BY 4.0), which permits unrestricted use, distribution, and reproduction in any medium, provided the original author and source are credited.
Citation:
Ward D, Malysheva S (2022) Using a Collection Health Index to prioritise access and activities in the New Zealand Arthropod Collection. Research Ideas and Outcomes 8: e93841. https://doi.org/10.3897/rio.8.e93841
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A Collection Health Index (CHI) is a useful approach to help scope new activities, prioritise curation and accelerate digitisation within taxonomic collections. We use a Collection Health Index (CHI), based on McGinley (1993), to profile the curation levels in the New Zealand Arthropod Collection for major insect groups. There are several highly curated and well known groups (Hemiptera, Lepidoptera, ‘Other Insects’). However, three major issues were identified: 1) curation becoming increasingly outdated in sections with large numbers of, particularly older, specimens (Coleoptera, Diptera); 2) historically poorer curation, with no resident expertise or resource (Diptera); and 3) high levels of family and genus-only material that needs further identification and a significant amount of alpha level taxonomy (parts of Coleoptera, parts of Diptera and Hymenoptera). Assessment using the CHI is simple and fast, allows future planning and is based on common issues for collection management, such as care, accessibility, organisation and data capture.
access, curation, digitisation, Hymenoptera, insect, invertebrate, prioritisation, taxonomy
Taxonomic collections are a critical resource to enable scientists and researchers to address global issues including climate change, biosecurity and conservation (
To make the best use of their limited resources, taxonomic collections need to prioritise their activities, particularly planning for the ongoing care and maintenance of holdings and for greater access and use (
The New Zealand Arthropod Collection (NZAC) is the world’s largest taxonomic collection of terrestrial invertebrates from New Zealand (
Given the size of the NZAC, using a CHI is useful to help scope new activities, prioritise curation and accelerate digitisation. In this paper, we aim to profile the NZAC and the major insect groups.
The basic methods follow
Original names of the levels used to create a Collection Health Index from McGinley (1993); the shortened name used in the current assessment; and a summary of the basic actions required at each level.
Original name |
Current name |
Action(s) required to improve |
1. Conservation problem |
Damage |
Conservation and care of specimens (e.g. gluing specimens that have fallen off pins); assessment of pest or mould damage |
2. Unidentified, Inaccessible |
Inaccessible |
Unsorted material (order, family or subfamily level) is further identified to genus (or species) |
3. Unidentified, Accessible |
Genus-only |
Identify genus level material to existing named species OR alpha taxonomy for undescribed species |
4. Identified, but not integrated |
Integrate |
Integrate and arrange species into existing taxonomic hierarchy |
5. Identified, but curation incomplete |
Incomplete |
Curation to update taxonomic names, labels, arrangement of species |
6. Identified and curated |
Complete |
Maintain this species level of curation over time |
We used a collection floor plan (cabinets, rows) and a numbered system for each drawer to briefly inspect and assign a score (level) to each drawer. If a drawer contained specimens at mixed levels of curation (e.g. well-curated specimens at level 6, but also unsorted material at levels 2-3), then the lowest score was used. This means the overall profile of groups and the NZAC have more conservative lower values. For the NZAC, level 2 was assigned if drawers contained specimens at order, family or subfamily; and level 3 was used for specimens identified to genus.
We did not use the scores at level 7-9 (data capture) or level 10 (scientific vouchers) because this information can now be obtained from other electronic databases or, as
Scores were entered into Microsoft Excel, summarised and basic data quality checks were completed using a formula (e.g. only one score per drawer; cannot have a score and be empty; cannot be both ‘New Zealand’ and ‘International’).
Based on specimens from New Zealand, the NZAC has an overall CHI of 0.56, with the main taxonomic groups ranging from 0.38 - 0.79 (Table
The Collection Health Index (CHI) for taxonomic groups within the NZAC. The CHI is split for New Zealand specimens and international specimens.
Taxonomic Group |
Number of drawers |
% Empty |
CHI (NZ) |
CHI (International) |
Coleoptera |
3784 |
16.31% |
0.42 |
0.20 |
Diptera |
864 |
21.30% |
0.38 |
0.07 |
Hemiptera |
792 |
42.30% |
0.74 |
0.03 |
Hymenoptera |
1152 |
22.40% |
0.71 |
0.30 |
Lepidoptera |
1548 |
6.01% |
0.79 |
0.13 |
Other Insects |
276 |
11.59% |
0.62 |
0.10 |
Total NZAC |
8416 |
18.05% |
0.56 |
0.16 |
The profile of Lepidoptera (Fig.
Collection Health Index profiles for proportions of New Zealand specimens at levels 1-6 (1. Damage, 2. Inaccessible, 3. Genus-only, 4. Integrate, 5. Incomplete, 6. Complete) with the ‘ideal profile’ (from McGinley 1993); taxonomic groups sorted by the most ‘complete’; and the profile for the whole NZAC.
The highest proportion of Hymenoptera is at level 3 (genus-only), reflecting that a high number of specimens either need identification to an existing described species and significant alpha level taxonomy to describe new species. Of all the groups, Hymenoptera has the highest proportion of level 4 (integrate). This is due to several large surveys from university student projects (
The profiles of both Coleoptera and Diptera represent a mix of issues. Coleoptera is the largest section within the NZAC (~ 635,000 specimens), but has large numbers of specimens collected prior to the 1980s that are now in need of refreshed curation and updates to taxonomic names. However, there is also a substantial number of new incoming specimens. The Diptera collection, while smaller (~ 135,000 specimens), contains a high proportion of old material which has been historically poorly curated.
International specimens in the NZAC account for ~ 270,000 specimens, some 20% of the NZAC. For ‘International’ specimens, the overall CHI is 0.16, with the main taxonomic groups ranging from 0.03 - 0.30 (Table
Collection Health Index profiles for proportions of ‘International’ specimens within the NZAC at levels 1-6 (1. Damage, 2. Inaccessible, 3. Genus-only, 4. Integrate, 5. Incomplete, 6. Complete) with the ‘ideal profile’ (from McGinley 1993); taxonomic groups in the same order as Figure 1; and the profile for the whole NZAC.
In 1999, the CHI was used to assess holdings of Hymenoptera in the NZAC. This work was not published, but the data are available and the CHI was 0.52. Three assessments have subsequently been completed in 2009 (CHI 0.58), 2014 (CHI 0.77) and 2019 (CHI 0.73) (Fig.
The slightly lower over CHI in 2019 than 2014 is related to the increased material that needs to be integrated.
The overall CHI profile of the NZAC is a mix of the major taxonomic groups within and largely reflects the expertise and resources made available for curation of each taxonomic group. On the positive side, there are substantial sections that are highly curated and well known (Hemiptera, ‘Other Insects’) and close to the ‘ideal profile’ (Lepidoptera). On the negative side, there are problems with:
Very high proportions of the international specimens within the NZAC are inaccessible for other users. This essentially reflects priorities to work on the New Zealand biota since the formation of the Crown Research Institutes in 1992 and when work on the Pacific biota was largely abandoned.
Collection profiling is a useful tool for evaluating the health of any natural history collection (
Future activities can now be based on the 2022 assessment. For example, increases in the CHI will be most achieved by:
The CHI is a valuable tool to provide a snapshot of an entire collection(s) or sections within a collection and to help direct subsequent actions and activities. It is a very simple and fast system to implement and summarise and is based on common issues for collection management: care, accessibility, organisation and data capture.
Thanks to Jo Berry and Trevor Crosby for undertaking the 1999 assessment and making this data available for comparison. Funded by the Ministry of Business, Innovation and Employment (MBIE) through the Strategic Science Investment Fund (SSIF) for Nationally Significant Collections and Databases (NSCDs) at Manaaki Whenua-Landcare Research (MWLR) via the Biota Portfolio (BIO) within the Research Priority Area (RPA) for Collections and Databases.
DW developed the project and completed the data summary and analysis; DW undertook assessments for Hymenoptera in 2009, 2014 and 2019; DW and SM completed the scoring for the CHI in 2022 and wrote the paper.