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International Code of Zoological Nomenclature
Code of scientific nomenclature for animals
Code of scientific nomenclature for animals
The International Code of Zoological Nomenclature (ICZN) is a widely accepted convention in zoology that rules the formal scientific naming of organisms treated as animals. It is also informally known as the ICZN Code, for its formal author, the International Commission on Zoological Nomenclature (which shares the acronym "ICZN"). The rules principally regulate:
- How names are correctly established in the frame of binominal nomenclature
- How to determine whether a given name is available
- Which available name must be used in case of name conflicts (valid name)
- How scientific literature must cite names Zoological nomenclature is independent of other systems of nomenclature, for example botanical nomenclature. This implies that animals can have the same generic names as plants (e.g. there is a genus Abronia in both animals and plants).
The rules and recommendations have one fundamental aim: to provide the maximum universality and continuity in the naming of all animals, except where taxonomic judgment dictates otherwise. The code is meant to guide only the nomenclature of animals, while leaving zoologists freedom in classifying new taxa. In other words, while species concepts (and thus the definition of species) are arbitrary to some degree, the rules for names are not. The code applies only to names. A new animal name published without adherence to the code may be deemed simply "unavailable" if it fails to meet certain criteria, or fall entirely out of the province of science (e.g., the "scientific name" for the Loch Ness Monster).
The rules in the code determine which available names are valid for any taxon in the family group, genus group, and species group. It has additional (but more limited) provisions on names in higher ranks. The code recognizes no case law. Any dispute is decided first by applying the code directly, and not by reference to precedent.
The code is also retroactive or retrospective, which means that previous editions of the code, or previous other rules and conventions have no force anymore today, and the nomenclatural acts published earlier must be evaluated only under the present edition of the code. In cases of disputes a case can be brought to the Commission who has the right to publish a final decision.
Principles
In regulating the names of animals it holds by six central principles, which were first set out (as principles) in the third edition of the code (1985):
Principle of binominal nomenclature
This is the principle that the scientific name of a species, and not of a taxon at any other rank, is a combination of two names; the use of a trinomen for the name of a subspecies and of uninominal names for taxa above the species group is in accord with this principle.
This means that in the system of nomenclature for animals, the name of a species is composed of a combination of a generic name and a specific name; together they make a "binomen". No other rank can have a name composed of two names. Examples: :Species Giraffa camelopardalis
- Subspecies have a name composed of three names, a "trinomen": generic name, specific name, subspecific name: :Subspecies Giraffa camelopardalis rothschildi
- Taxa at a rank above species have a name composed of one name, a "uninominal name". :Genus Giraffa, family Giraffidae In botanical nomenclature, the equivalent for "binominal nomenclature" is "binary nomenclature" (or sometimes "binomial nomenclature").
Principle of priority
Main article: Principle of priority
This is the principle that the correct formal scientific name for an animal taxon, the valid name, correct to use, is the oldest available name that applies to it. It is the most important principle—the fundamental guiding precept that preserves zoological nomenclature stability. It was first formulated in 1842 by a committee appointed by the British Association to consider the rules of zoological nomenclature. Hugh Edwin Strickland wrote the committee's report.
Examples:
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Nunneley 1837 established Limax maculatus (Gastropoda), Wiktor 2001 classified it as a junior synonym of Limax maximus Linnaeus, 1758 from S and W Europe. Limax maximus was established first, so if Wiktor's 2001 classification is accepted, Limax maximus takes precedence over Limax maculatus and must be used for the species.
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Carl Linnaeus named the domestic cat Felis catus in 1758; Johann Christian Daniel von Schreber named the wildcat Felis silvestris in 1775. For taxonomists who consider these two kinds of cat a single species the principle of priority means that the species ought to be named F. catus, but in practice almost all biologists have used F. silvestris. In 2003, the Commission issued a ruling (Opinion 2027) that "conserved the usage of 17 specific names based on wild species, which are pre-dated by or contemporary with those based on domestic forms", confirming F. silvestris for the wild cat. Taxonomists who consider the domesticated cat the same species as the wild cat should use F. silvestris; those who consider it a subspecies of the wild cat should use F. silvestris catus; those who consider it a separate species should use F. catus.
There are over 2 million junior synonyms recorded in zoology, primarily at the species level.
Principle of coordination
Main article: Principle of coordination
The principle of coordination is that within the family group, genus group and species group, a name established for a taxon at any rank in the group is simultaneously established with the same author and date for taxa based on the same name-bearing type at other ranks in the corresponding group. In other words, publishing a new zoological name automatically and simultaneously establishes all corresponding names in the relevant other ranks with the same type.
In the species-group, publishing a species name (the binomen) Giraffa camelopardalis Linnaeus, 1758 also establishes the subspecies name (the trinomen) Giraffa camelopardalis camelopardalis Linnaeus, 1758. The same applies to the name of a subspecies; this establishes the corresponding species name, should anyone choose to elevate it to a full species at a later date.
In the genus-group, similarly, publishing the name of a genus also establishes the corresponding name of a subgenus (or vice versa): genus Giraffa Linnaeus, 1758 and subgenus Giraffa (Giraffa) Linnaeus, 1758.
In the family-group, publication of the name of a family, subfamily, superfamily, tribe (or any other such rank) also establishes the names in all the other ranks in the family group (family Giraffidae, superfamily Giraffoidea, subfamily Giraffinae, tribe Giraffini).
Author citations for such names (for example a subgenus) are the same as for the name actually published (for example a genus). It is immaterial if there is an actual taxon to which the automatically established name applies; if ever such a taxon is recognised, there is a name available for it. Later publications of similar names based on the same type but with different endings (e.g., "-inae" for subfamily versus "-idae" for family) are homonyms.
Principle of the First Reviser
This is the principle that in cases of conflicts between simultaneously published divergent acts, the first subsequent author can decide which has precedence. It supplements the principle of priority, which states that the first published name takes precedence. The principle of the First Reviser deals with situations that cannot be resolved by priority. These items may be two or more different names for the same taxon, two or more names with the same spelling used for different taxa, two or more different spellings of a particular name, etc. In such cases, the first subsequent author who deals with the matter and chooses and publishes the decision in the required manner is the First Reviser, and their choice is to be followed.
Example:
Linnaeus 1758 established Strix scandiaca and Strix noctua (Aves), for which he gave different descriptions and referred to different types, but both taxa later turned out to refer to the same species, the snowy owl. The two names are subjective synonyms. Lönnberg 1931 acted as First Reviser, citing both names and selecting Strix scandiaca to have precedence.
Principle of homonymy
Main article: Principle of homonymy
This is the principle that the name of each taxon must be unique. Consequently, a name that is a junior homonym of another name must not be used as a valid name.
It means that any one animal name, in one particular spelling, may be used only once (within its group). This is usually the first-published name; any later name with the same spelling (a homonym) is barred from being used. The principles of priority and first reviser apply here. For family-group names the termination (which is rank-bound) is not taken into account.
Genera are homonyms only if exactly the same — a one-letter difference is enough to distinguish them.
Examples: :Argus Bohadsch, 1761 (Gastropoda) (was made available for homonymy by ICZN in Opinion 429, despite that Bohadsch 1761 was non-binominal - this had the effect that none of the various following names Argus can be used for a taxon) :Argus Scopoli, 1763 (Lepidoptera: Lycaenidae: Polyommatinae) :Argus Scopoli, 1777 (Lepidoptera: Nymphalidae: Satyrinae) :Argus Poli, 1791 (Bivalvia) :Argus Temminck, 1807 (Aves) :Argus Lamarck, 1817 (Lepidoptera: Hesperiidae) :Argus Walckenaer, 1836 (Araneae) :Argus Gerhard, 1850 (Lepidoptera: Lycaenidae: Theclinae) The following are not homonyms of Argus: :Argua Walker, 1863 (Lepidoptera), Argusa Kelham, 1888 (Aves), Argusina Hebard, 1927 (Dermaptera), †Arcus Hong, 1983 (Diptera), Argas Latreille, 1795 (Araneae), Argulus Müller, 1785 (Crustacea). The following names are not homonyms of each other: :Isomya Cutler & Cutler, 1985 (Sipunculida), Isomyia Walker, 1859 (Diptera). :Adelomya Mulsant & Verreaux, 1866 (Aves), Adelomyia Bonaparte, 1854 (Aves), †Adelomys Gervais, 1853 (Mammalia), †Adolomys Shevyreva, 1989 (Mammalia), Adulomya Kuroda, 1931 (Bivalvia).
Some spelling variants are explicitly defined by the Code as being homonyms. Otherwise the one-letter difference rule applies.
In species, primary homonyms are those with the same genus and same species in their original combination. The difference between a junior primary homonym and a subsequent use of a name is undefined, but it is commonly accepted that if the name referred to another species or form, gave a description, and if there is in addition no evidence the author knew that the name was previously used, it is considered as a junior homonym.
Example: :Scopoli (1763) established Curculio fasciatus (Coleoptera) for a species from Slovenia. Strøm (1768) established Curculio fasciatus for another species from Norway. De Geer (1775) established Curculio fasciatus for a 3rd species from Sweden. Müller (1776) established Curculio fasciatus for a 4th species from Denmark. Fourcroy (1785) established Curculio fasciatus for a 5th species from France. Olivier (1790) established Curculio fasciatus for a 6th species from France. Marsham (1802) established Curculio fasciatus for a 7th species from Britain. All these names had descriptions that clarified that different species were meant, and that their authors did not know that the name had been established by a previous author.
Typically, junior primary homonyms are permanently invalid, but some are treated as valid if the junior and senior homonyms have been in separate genera after 1899 (Art. 57.2.1, Art. 23.9).
Examples: :Olivier published the names Cerambyx elegans in 1790, and Cerambix [sic] maculatus in 1795, both of them junior primary homonyms. However, by 1835 both species were no longer in the genus Cerambyx, so both species names are presently treated as valid, as Mionochroma elegans and Stellognatha maculata, respectively.
Secondary homonyms occur when taxa with the same specific name but different original genera are later classified in the same genus (Art. 57.3, 59). A secondary homonym may only be a temporary state, as it only applies so long as two species are congeneric. Under a different classification, the two species may no longer be in the same genus, and the junior name can potentially be used again (Art. 59.1), as long as it was not replaced before 1961, in which case it is permanently invalid (Art. 59.3). This is one of the rare cases where a single zoological species can have two entirely different names at the same time, depending upon whose classification is followed.
Example: :Nunneley (1837) established Limax maculatus (Gastropoda), Wiktor (2001) classified it as a junior synonym of Limax (Limax) maximus Linnaeus, 1758 from S and W Europe. Kaleniczenko, 1851 established Krynickillus maculatus for a different species from Ukraine. Wiktor, 2001 classified both Limax maximus Linnaeus, 1758 and Krynickillus maculatus Kaleniczenko, 1851 in the genus Limax. This meant that L. maculatus Nunneley, 1837 and K. maculatus Kaleniczenko, 1851 were classified in the same genus, so both names were secondary homonyms in the genus Limax, and the younger name (from 1851) could not be used for the Ukrainian species. This made it necessary to look for the next younger available name that could be used for the Ukrainian species. This was Limax ecarinatus Boettger, 1881, a junior synonym of K. maculatus Kaleniczenko, 1851. :For Wiktor (2001) and those authors who follow Wiktor's system the name of the Ukrainian species must be Limax ecarinatus Boettger, 1881. For the others who classify Limacus as a separate genus, the name of the Ukrainian species must be Limacus maculatus (Kaleniczenko, 1851). :So the Ukrainian species can have two names, depending from its generic classification. Limax ecarinatus, Limacus maculatus, the same species.
Article 59.3 states that junior secondary homonyms replaced before 1961 by substitute names are permanently invalid unless the substitute name is itself not in use.
Example: :Glischrus caelatus Studer, 1820 (Gastropoda) was once classified in the genus Helix, and became a junior secondary homonym of Helix caelata [Vallot], 1801. Locard (1880) established a replacement name Helix glypta, which has very rarely been used. The species is now known as Trochulus caelatus (Studer, 1820), and Art. 59.3 is commonly ignored.
Double homonymy (genus and species) may or may not be homonymy in the strict sense: if the genera are homonyms but not the same genus, the same specific names can be used in both groups, because the species are subsequently placed in different genera when the generic homonymy is removed.
Example: :The name Noctua Linnaeus, 1758 was established for a group of moths. In 1766 he established Noctua Linné, 1766 for a group of birds, ignoring that he had already used this name a few years ago. Noctua Linné, 1766 (Aves) is a junior homonym of Noctua Linnaeus, 1758 (Lepidoptera), and is permanently invalid. :Noctua variegata (Lepidoptera) was coined by Jung, 1792, and Noctua variegata (Aves) by Quoy & Gaimard, 1830, thus creating a double homonym, until the latter species was placed in a different genus. Both species names are valid.
For disambiguating one genus-group name from its homonym, it is important to cite author and year. Citing the author alone is often not sufficient.
Examples: :Echidna Forster, 1777 (Actinopterygii), not Echidna Cuvier, 1797 (Mammalia) :Ansa Walker, 1858 (Lepidoptera), not Ansa Walker, 1868 (Hemiptera) :Helix balcanica Kobelt, 1876, not Helix balcanica Kobelt, 1903 (both Gastropoda) :Conus catenatus Sowerby, 1850, not Conus catenatus Sowerby, 1875 (both Gastropoda)
In some cases, the same genus-group or species-group name was published in the same year by the same author. In these cases it is useful to cite the page where the name was established.
:Amydona Walker, 1855 (Lepidoptera: Limacodidae) (p. 1110), not Amydona Walker, 1855 (Lepidoptera: Lasiocampidae) (p. 1413) :Betousa Walker, 1865 (Lepidoptera: Thyrididae) (p. 1111), not Betousa Walker, 1865 (Lepidoptera: Noctuidae) (p. 1208). :Cicada variegata Fabricius, 1775 (p. 684), not Cicada variegata Fabricius, 1775 (p. 686) (both Auchenorrhyncha). :Noctua marginata Fabricius, 1775 (p. 597), not Noctua marginata Fabricius, 1775 (p. 610) (both Lepidoptera: Noctuidae). :Clausilia (Albinaria) oertzeni Boettger, 1889 (p. 42), not Clausilia (Albinaria) schuchi var. oertzeni Boettger, 1889 (p. 52) (both Gastropoda: Clausiliidae).
There are cases where two homonyms were established by the same author in the same year on the same page: :Zonites verticillus var. graeca Kobelt, 1876 (Gastropoda) (p. 48), not Zonites albanicus var. graeca Kobelt, 1876 (p. 48).
Homonyms occur relatively rarely in families (only if generic names are identical or very similar and adding an ending "-idae" produces identical results). Discovering such a homonymy usually produces the same problems as if there were no rules: conflicts between entirely independent and unconnected groups of taxonomists working in different animal groups. Very often the Commission must be asked to take a decision.
Examples: :Bulimina (Foraminifera) and Buliminus (Gastropoda) both give Buliminidae, and both families were used since the 1880s. When the homonymy was discovered 110 years later in the 1990s, the younger (gastropod) taxon had to receive a new family name, and the Commission was asked for a solution (Opinion 2018). :Claria (Rotifera) and Clarias (Actinopterygii) both give Clariidae, but only the actinopterygian fish name had been used since 1845. Shortly after Clariidae had been proposed in Rotifera in 1990, the homonymy was discovered and the Commission ruled that the rotiferan family had to be emended to Clariaidae (Opinion 2032).
For names above the superfamily level, the principle of homonymy does not apply.
Examples: :Pulmonata is usually used for a very prominent group in Gastropoda, but the name is also (rarely) used for a group in Arachnida. :Reticulata is used as an order in Foraminifera, and as an undefined higher group in Ephemeroptera.
Family-rank names and genus-rank names cannot be homonyms of one another, even if identical.
Example: :The frog superfamily Ranoidea and the frog genus Ranoidea are not homonyms.
Animal, plant, and fungi nomenclature are entirely independent from each other. The most evident shortcoming of this situation (for their use in biodiversity informatics) is that the same generic name can be used simultaneously for animals and plants. For this kind of homonym the expression "hemihomonym" is sometimes used. Far more than 1000 such names are known.
Examples: :The genus Tandonia was established in animals (Gastropoda), in plants (Euphorbiaceae), and in Fungi (Ascomycetes). :Prominent plant/animal pairings: Ammophila (Poaceae and Hymenoptera), Arenaria (Caryophyllaceae and Aves), Betula (Betulaceae and Hymenoptera), Chloris (Cactaceae and Aves), Dryas (Rosaceae and Lepidoptera), Dugesia (Asteraceae and Platyhelminthes), Erica (Ericaceae and Araneae), Hystrix (Poaceae and Mammalia), Iris (Iridaceae and Orthoptera), Liparis (Orchidaceae and Actinopterygii), Phalaenopsis (Orchidaceae and Aves), Pinus (Pinaceae and Mollusca), Prunella (Lamiaceae and Aves), Ricinus (Euphorbiaceae and Psocodea), Taxus (Taxaceae and Mammalia), Typha (Typhaceae and Porifera), Ulva (Ulvophyceae and Lepidoptera), Viola (Violaceae and Lepidoptera).
Principle of typification
Main article: Principle of typification
This is the principle that each nominal taxon in the family group, genus group, or species group has—actually or potentially—a name-bearing type fixed that provides the objective standard of reference that determines what the name applies to.
This means that any named taxon has a name-bearing type, which allows the objective application of that name. Any family-group name must have a type genus, any genus-group name must have a type species, and any species-group name can (not must) have one or more type specimens (holotype, lectotype, neotype, syntypes, or others), usually deposited in a museum collection. The type genus for a family-group name is simply the genus that provided the stem to which was added the ending "-idae" (for families). Example: :The family name Spheniscidae has as its type genus the genus Spheniscus Brisson, 1760.
The type species for a genus-group name is more complicated and follows exactly defined provisions in articles 67–69. Type species are very important, and no general zoological database has recorded the type species for all genera. Except in fishes and some minor groups, type species are rarely reliably recorded in online animal databases. In 60% of the cases the type species can be determined in the original publication. The type species is always the original name of the taxon (and not the currently used combination).
Example: :The correctly cited type species of Locusta Linnaeus, 1758 (Caelifera) is Gryllus migratorius Linnaeus, 1758, not Locusta migratoria (Linnaeus, 1758).
Designation and fixation have different meanings. A designation is the proposal of the type species. It is not necessary to have spelled the name of the genus or species correctly with correct authors (articles 67.2.1, 67.6, 67.7), type species are always the correctly spelled name. If the designation is valid, the type species is fixed.
A designation can also be invalid and ineffective—for example—if the genus had already a previously fixed type species, or if a type species was proposed that was not originally included, or contradicted the description or figure for a genus for which no species had originally been included.
There are various possible modes of type species designation. This is their order of legal importance, with approximate proportions of occurrence and examples:
- Superior type fixation:
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