1. Species Identification, Regulatory Agencies and DNA Barcoding David E. Schindel, Executive Secretary National Museum of Natural History Smithsonian Institution SchindelD@si.eduSchindelD@si.edu; http://www.barcoding.si.edu http://www.barcoding.si.edu SchindelD@si.eduhttp://www.barcoding.si.edu 202/633-0812; fax 202/633-2938

3. Genomics Subgenomics Current Systematic Studies Microbes - 16S Plants - RBCL Animals - COI

4. Species Identification Matters Basic research on evolution, ecology Endangered/protected species Agricultural pests/beneficial species Disease vectors/pathogens Invasive species (e.g., in ballast water) Environmental quality indicators Managing for sustainable harvesting Consumer protection, ensuring food quality Fidelity of seedbanks, culture collections

5. 5

7. Specimens Characters Distributions of Character Variation Taxonomic Decision- Making Socioeconomic Decisions Specimens Concerns/ Regulations The Practice of Taxonomy Taxonomists The Uses of Taxonomy

8. Taxonomic Processes Specimens Taxon Concepts Characters Formal Taxa

9. Growth of Biodiversity Databases Authority files of taxonomic names Museum databases of associated data Biodiversity Heritage Library

10. A DNA barcode is a short gene sequence taken from standardized portions of the genome, used to identify species

13. An Internal ID System for All Animals Typical Animal Cell Mitochondrion DNA mtDNA D-Loop ND5 H-strand ND4 ND4L ND3 CO III L-strand ND6 ND2 ND1 CO II Small ribosomal RNA ATPase subunit 8 ATPase subunit 6 Cytochrome b CO I The Mitochondrial Genome

14. Non-COI regions for other taxa Land plants: –Chloroplast matK and rbcL approved Nov 09 –Non-coding plastid and nuclear regions being explored Fungi and protists: –CBOL Working Groups convened –Recommendations expected in 2010

15. How Barcoding Works First, build a barcode reference library: –Well-identified specimen –Tissue subsample –DNA extraction, PCR amplification –DNA sequencing –Data submission to GenBank Second, use it to identify unknowns: –Any unidentified juvenile, adult, fragment, product –Tissue sample, DNA, sequencing –Comparison with sequences in reference library

16. Associating Life Stages, Processed Parts, Dimorphic Genders

17. How Barcoding is Done From specimen to sequence to species Voucher Specimen DNA extractionCO1 geneDNA sequencing Trace file Database of Barcode Records Collecting ND3ND3 COIIICOIII ND2ND2 ND1ND1

18. NBII, 25 February 2009 GenBank, EMBL, and DDBJ Global, Open Access to Barcode Data http://www.insdc.org/

19. Current Norm: High throughput Large labs, hundreds of samples per day ABI 3100 capillary automated sequencer Large capacity PCR and sequencing reactions

20. Emerging Norm: Table-top Labs Faster, more portable: Hundreds of samples per hour Integrated DNA microchipsTable-top microfluidic systems

21. Producing Barcode Data: 201? Barcode data anywhere, instantly Data in seconds to minutes Pennies per sample Link to reference database A taxonomic GPS Usable by non- specialists

22. Promote barcoding as a global standard Build participation Working Groups BARCODE standard International Conferences Increase production of public BARCODE records Networks, Projects, Organizations Barcode of Life Community

23. Consortium for the Barcode of Life (CBOL) Established May 2004 with Sloan Foundation grant Secretariat opens at Smithsonian, September 2004 Now in its third two-year funding period Workshops, Working Groups, networking, representation/marketing Now an international affiliation of 200+ members in 50+ countries: –Natural history museums, biodiversity organizations –Users: e.g., government agencies –Private sector biotech companies, database providers

24. CBOL Member Organizations: 2009 200+ Member organizations, 50 countries 35+ Member organizations from 20+ developing countries

25. Barcode Sequence Voucher Specimen Species Name Specimen Metadata Literature (link to content or citation) BARCODE Records in INSDC Indices - Catalogue of Life - GBIF/ECAT Nomenclators - Zoo Record - IPNI - NameBank Publication links - New species Georeference Habitat Character sets Images Behavior Other genes Trace files Other Databases Phylogenetic Pop’n Genetics Ecological Primers Databases - Provisional sp.

26. Outreach Activities Cape Town, South Africa, April 2006, SANBI –Scale insects in African agriculture Nairobi, Kenya, October 2006 –Commercial fisheries in Rift Valley lakes Brazil, March 2007 –Hardwood tree species –Endangered mammals, reptiles, amphibians Taiwan, September 2007 Nigeria, October 2008 Beijing, May 2009 India, March 2010

27. CBOL’s Global Projects Fish Barcode of Life (FISH-BOL) –30,000 marine/freshwater species by 2010 All Birds Barcoding Initiative (ABBI) –10,000 species by 2010 Tephritid fruit flies –2,000 pest/beneficial species and relatives by 2008 Mosquitoes –3,300 species by 2008 Endangered species Trees of the world

28. Adoption by Regulators Food and Drug Administration –Reference barcodes for commercial fish NOAA/NMFS –$100K for Gulf of Maine pilot project –FISH-BOL workshop with agencies, Taipei, Sept 2007 Federal Aviation Administration – $500K for birds Environmental Protection Agency –$250K pilot test, water quality bioassessment FAO International Plant Protection Commission –Proposal for Diagnostic Protocols for fruit flies CITES, National Agencies, Conservation NGOs –International Steering Committee, identifying pilot projects

29. Why barcodes are short Low cost and simplicity –Single capillary reads adequate –Avoid post-sequencing IT needed for pyroseq Adequate for taxonomy –Miminizes uniformative sequence length –Limiting supply rate of identified specimens –Technology more accessible to small labs Regulatory/inspection applications easier

31. Barcoding and Metagenomics Lots of interest for ecology, less for regulation Pyrosequencing of environmental mixtures –Construct species list from mixture –Predator-prey relations from gut contents, feces –Food-web reconstruction Relies on high accuracy (some species differ by only a few percent) Not cost-effective for single specimens

32. What barcode providers have and are producing 770,000 records from ~100,000 species –Agricultural pests –Water quality indicators –Disease vectors –Endangered species –Commercial species of food, feed, commodities 5 million records from 500K species by 2015

33. International Barcode of Life Project (iBOL) Theme 1 – DNA Barcode Library WG 1.1Vertebrates WG 1.2Land Plants WG 1.3Fungi WG 1.4Human Pathogens and Zoonoses WG 1.5Agricultural and Forestry Pest and Their Parasitoids WG 1.6Pollinators WG 1.7Freshwater Bio-Surveillance WG 1.8Marine Bio-Surveillance WG 1.9Terrestrial Bio-Surveillance WG 1.10 Polar Life

34. What barcode providers want High PCR and sequencing success rates Bigger window into older, compromised samples Better software integration to eliminate bottlenecks Smaller labs/developing countries: –Lower equipment and maintenance costs –Simplification for techs with less training –Install anywhere without lab renovations –Willing to accept slower throughput

35. What barcode users want Answers to specific questions: –Is this thing on this list of species or not? –Is this thing a member of this genus/family? –Which of the species on this list is this thing? –What species is this thing? Production-scale capabilities: –Hundreds to thousands of installations –Lower but constant throughput –Rapid turnaround –The right price-point and limited life cycle costs

36. What barcode users would do with the reference libraries Inspection stations at every port and international airport for: –Agricultural pest control –Illegal trade in endangered species –Violations of trade quotas Regular Federal and State water quality surveys Federal, State and local food inspection Public health monitoring and diagnoses

38. NBII, 25 February 2009 GenBank, EMBL, and DDBJ Global, Open Access to Barcode Data http://www.insdc.org/

41. NBII, 25 February 2009 Linkout from GenBank to BOLD

42. NBII, 25 February 2009 Linkout from GenBank to Taxonomy

44. NBII, 25 February 2009 Link from GenBank to Museums