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WoRMS

The World Register of Marine Species (WoRMS) is a comprehensive database providing authoritative lists of marine organism names, managed by taxonomic experts. It combines data from the Aphia database and other sources like AlgaeBase and FishBase, offering species names, higher classifications, and additional data. WoRMS is continuously updated and maintained by taxonomists. In this tutorial, we source the R package worrms to access WoRMS data for our function. Please note that the authors of SHARK4R are not affiliated with WoRMS.

Getting Started

Installation

You can install the latest version of the package from GitHub using the remotes package:

# install.packages("remotes")
remotes::install_github("sharksmhi/SHARK4R",
                        ref = remotes::github_release(),
                        dependencies = TRUE)

Load the SHARK4R and dplyr libraries:

Retrieve Data Using SHARK4R

Retrieve Phytoplankton Data From SHARK

Phytoplankton data, including scientific names and AphiaIDs, are downloaded from SHARK. To see more download options, please visit the Retrieve Data From SHARK tutorial.

# Retrieve all phytoplankton data from April 2015
shark_data <- get_shark_data(fromYear = 2015, 
                             toYear = 2015,
                             months = 4, 
                             dataTypes = c("Phytoplankton"),
                             verbose = FALSE)

Match Taxa Names

Taxon names can be matched with the WoRMS API to retrieve Aphia IDs and corresponding taxonomic information. The get_worms_records_name() function incorporates retry logic to handle temporary failures, ensuring that all names are processed successfully.

# Find taxa without Aphia ID
no_aphia_id <- shark_data %>%
  filter(is.na(aphia_id))

# Randomly select taxa with missing aphia_id
taxa_names <- sample(unique(no_aphia_id$scientific_name), 
                     size = 10,
                     replace = TRUE)

# Match taxa names with WoRMS
worms_records <- get_worms_records_name(unique(taxa_names),
                                        fuzzy = TRUE,
                                        best_match_only = TRUE,
                                        marine_only = TRUE,
                                        verbose = FALSE)

# Print result as tibble
tibble(worms_records)
## # A tibble: 4 × 28
##   name  status AphiaID url   scientificname authority unacceptreason taxonRankID
##   <chr> <chr>    <int> <chr> <chr>          <chr>     <chr>                <int>
## 1 Unic… no co…      NA NA    NA             NA        NA                      NA
## 2 Scri… accep…  109545 http… Scrippsiella   Balech e… NA                     180
## 3 Cyli… accep…  149004 http… Cylindrotheca… (Ehrenbe… NA                     220
## 4 Dipl… accep…  109515 http… Diplopsalis    R.S.Berg… NA                     180
## # ℹ 20 more variables: rank <chr>, valid_AphiaID <int>, valid_name <chr>,
## #   valid_authority <chr>, parentNameUsageID <int>, kingdom <chr>,
## #   phylum <chr>, class <chr>, order <chr>, family <chr>, genus <chr>,
## #   citation <chr>, lsid <chr>, isMarine <int>, isBrackish <int>,
## #   isFreshwater <int>, isTerrestrial <int>, isExtinct <lgl>, match_type <chr>,
## #   modified <chr>

Get WoRMS records from AphiaID

Taxonomic records can also be retrieved using Aphia IDs, employing the same retry and error-handling logic as the get_worms_records_name() function.

# Randomly select ten Aphia IDs
aphia_ids <- sample(unique(shark_data$aphia_id), 
                    size = 10)

# Remove NAs
aphia_ids <- aphia_ids[!is.na(aphia_ids)]

# Retrieve records
worms_records <- get_worms_records(aphia_ids,
                                   verbose = FALSE)

# Print result as tibble
tibble(worms_records)
## # A tibble: 10 × 27
##    AphiaID url        scientificname authority status unacceptreason taxonRankID
##      <int> <chr>      <chr>          <chr>     <chr>  <lgl>                <int>
##  1 1310442 https://w… Octactis spec… (Ehrenbe… accep… NA                     220
##  2  146715 https://w… Aphanothece    Nägeli, … accep… NA                     180
##  3  837459 https://w… Tripos lineat… (Ehrenbe… accep… NA                     220
##  4  134529 https://w… Pyramimonas    Schmarda… accep… NA                     180
##  5  575737 https://w… Binuclearia l… (Schmidl… accep… NA                     220
##  6  110153 https://w… Heterocapsa t… (Ehrenbe… unacc… NA                     220
##  7  148899 https://w… Bacillariophy… Haeckel,… accep… NA                      60
##  8  106287 https://w… Hemiselmis     Parke, 1… accep… NA                     180
##  9  249711 https://w… Desmodesmus    (R.Choda… accep… NA                     180
## 10  109553 https://w… Protoperidini… Bergh, 1… accep… NA                     180
## # ℹ 20 more variables: rank <chr>, valid_AphiaID <int>, valid_name <chr>,
## #   valid_authority <chr>, parentNameUsageID <int>, kingdom <chr>,
## #   phylum <chr>, class <chr>, order <chr>, family <chr>, genus <chr>,
## #   citation <chr>, lsid <chr>, isMarine <int>, isBrackish <int>,
## #   isFreshwater <int>, isTerrestrial <int>, isExtinct <lgl>, match_type <chr>,
## #   modified <chr>

Get WoRMS Taxonomy

SHARK sources taxonomic information from Dyntaxa, which is reflected in columns starting with taxon_xxxxx. Equivalent columns based on WoRMS can be retrieved using the add_worms_taxonomy() function.

# Retrieve taxonomic table
worms_taxonomy <- add_worms_taxonomy(aphia_ids,
                                     verbose = FALSE)

# Print result as tibble
tibble(worms_taxonomy)
## # A tibble: 10 × 10
##    aphia_id scientific_name   worms_kingdom worms_phylum worms_class worms_order
##       <dbl> <chr>             <chr>         <chr>        <chr>       <chr>      
##  1  1310442 Octactis speculum Chromista     Ochrophyta   Dictyochop… Dictyochal…
##  2   146715 Aphanothece       Bacteria      Cyanobacter… Cyanophyce… Chroococca…
##  3   837459 Tripos lineatus   Chromista     Myzozoa      Dinophyceae Gonyaulaca…
##  4   134529 Pyramimonas       Plantae       NA           Pyramimona… Pyramimona…
##  5   575737 Binuclearia laut… Plantae       NA           Ulvophyceae Ulotrichal…
##  6   110153 Heterocapsa triq… Chromista     Myzozoa      Dinophyceae Peridinial…
##  7   148899 Bacillariophyceae Chromista     Heterokonto… Bacillario… NA         
##  8   106287 Hemiselmis        Chromista     Cryptophyta  Cryptophyc… Pyrenomona…
##  9   249711 Desmodesmus       Plantae       NA           Chlorophyc… Sphaerople…
## 10   109553 Protoperidinium   Chromista     Myzozoa      Dinophyceae Peridinial…
## # ℹ 4 more variables: worms_family <chr>, worms_genus <chr>,
## #   worms_species <chr>, worms_hierarchy <chr>
# Enrich data with data from WoRMS
shark_data_with_worms <- shark_data %>%
  left_join(worms_taxonomy, by = c("aphia_id", "scientific_name"))

Assign Phytoplankton Groups

Phytoplankton data are often categorized into major groups such as Dinoflagellates, Diatoms, Cyanobacteria, and Others. This grouping can be achieved by referencing information from WoRMS and assigning taxa to these groups based on their taxonomic classification, as demonstrated in the example below.

# Subset a few national monitoring stations
nat_stations <- shark_data %>%
  filter(station_name %in% c("BY5 BORNHOLMSDJ"))

# Randomly select one sample from the nat_stations
sample <- sample(unique(nat_stations$shark_sample_id_md5), 1)

# Subset the random sample
shark_data_subset <- shark_data %>%
  filter(shark_sample_id_md5 == sample)

# Assign groups by providing both scientific name and Aphia ID
plankton_groups <- assign_phytoplankton_group(
  scientific_names = shark_data_subset$scientific_name,
  aphia_ids = shark_data_subset$aphia_id,
  verbose = FALSE)

# Print result
tibble(distinct(plankton_groups))
## # A tibble: 23 × 2
##    scientific_name      plankton_group 
##    <chr>                <chr>          
##  1 Pauliella taeniata   Diatoms        
##  2 Amylax triacantha    Dinoflagellates
##  3 Aphanocapsa          Cyanobacteria  
##  4 Aphanothece          Cyanobacteria  
##  5 Chaetoceros similis  Diatoms        
##  6 Dinobryon balticum   Other          
##  7 Dinophysis acuminata Dinoflagellates
##  8 Dinophysis norvegica Dinoflagellates
##  9 Gymnodinium          Dinoflagellates
## 10 Protodinium simplex  Other          
## # ℹ 13 more rows
# Add plankton groups to data and summarize abundance results
plankton_group_sum <- shark_data_subset %>%
  mutate(plankton_group = plankton_groups$plankton_group) %>%
  filter(parameter == "Abundance") %>%
  group_by(plankton_group) %>%
  summarise(sum_plankton_groups = sum(value, na.rm = TRUE))

# Plot a pie chart
ggplot(plankton_group_sum, 
       aes(x = "", y = sum_plankton_groups, fill = plankton_group)) +
  geom_col(width = 1) +
  coord_polar(theta = "y") +
  labs(
    title = "Phytoplankton Groups",
    subtitle = paste(unique(shark_data_subset$station_name),
                     unique(shark_data_subset$sample_date)),
    fill = "Plankton Group"
  ) +
  theme_void() +
  theme(plot.background = element_rect(fill = "white", color = NA))

You can add custom plankton groups by using the custom_groups parameter, allowing flexibility to categorize plankton based on specific taxonomic criteria. Please note that the order of the list matters: taxa are assigned to the last matching group. For example: Mesodinium rubrum will be excluded from the Ciliates group because it appears after Ciliates in the list in the example below.

# Define custom plankton groups using a named list
custom_groups <- list(
  "Cryptophytes" = list(class = "Cryptophyceae"),
  "Green Algae" = list(class = c("Trebouxiophyceae", 
                                 "Chlorophyceae", 
                                 "Pyramimonadophyceae"),
                       phylum = "Chlorophyta"),
  "Ciliates" = list(phylum = "Ciliophora"),
  "Mesodinium rubrum" = list(scientific_name = "Mesodinium rubrum"),
  "Dinophysis" = list(genus = "Dinophysis")
)

# Assign groups by providing scientific name only, and adding custom groups
plankton_groups <- assign_phytoplankton_group(
  scientific_names = shark_data_subset$scientific_name,
  custom_groups = custom_groups,
  verbose = FALSE)

# Add new plankton groups to data and summarize abundance results
plankton_custom_group_sum <- shark_data_subset %>%
  mutate(plankton_group = plankton_groups$plankton_group) %>%
  filter(parameter == "Abundance") %>%
  group_by(plankton_group) %>%
  summarise(sum_plankton_groups = sum(value, na.rm = TRUE))

# Plot a new pie chart, including the custom groups
ggplot(plankton_custom_group_sum, 
       aes(x = "", y = sum_plankton_groups, fill = plankton_group)) +
  geom_col(width = 1) +
  coord_polar(theta = "y") +
  labs(
    title = "Phytoplankton Custom Groups",
    subtitle = paste(unique(shark_data_subset$station_name),
                     unique(shark_data_subset$sample_date)),
    fill = "Plankton Group"
  ) +
  theme_void() +
  theme(plot.background = element_rect(fill = "white", color = NA))

Citation

## To cite package 'SHARK4R' in publications use:
## 
##   Markus Lindh, Anders Torstensson (2025). SHARK4R: Retrieving,
##   Analyzing, and Validating Marine Data from SHARK and Nordic
##   Microalgae. R package version 0.1.7.9000.
##   https://doi.org/10.5281/zenodo.14169399
## 
## A BibTeX entry for LaTeX users is
## 
##   @Manual{,
##     title = {SHARK4R: Retrieving, Analyzing, and Validating Marine Data from SHARK and Nordic Microalgae},
##     author = {Markus Lindh and Anders Torstensson},
##     year = {2025},
##     note = {R package version 0.1.7.9000},
##     url = {https://doi.org/10.5281/zenodo.14169399},
##   }