
From a species name to Criterion B metrics
Source:vignettes/occurrence-workflow.Rmd
occurrence-workflow.RmdWhat this vignette covers
A common task in a Red List assessment is to take a species, gather its occurrence records, clean them, and compute the Criterion B range metrics (extent of occurrence and area of occupancy). The main difficulty is that the IUCN Red List and GBIF often use different accepted names for the same species, so a name that is correct on one side may return nothing on the other.
The workflow below goes from a name to the two metrics in five steps. The code chunks are not run here because they call the IUCN and GBIF web services, but each one shows the kind of output you can expect.
Before you start, the IUCN steps need an API key. See
rl_set_api() for how to store it. The GBIF steps need no
account or password, since they use the public search service.
1. Get the IUCN taxonomy
We begin with rl_scientific_name(), which returns the
IUCN assessment for a species given its genus and species.
sp <- rl_scientific_name(
genus_name = "Corvinella",
species_name = "corvina",
resolve = TRUE
)The resolve argument is the useful part here. GBIF lists
this bird as Corvinella corvina, but the IUCN Red List files it
under Lanius corvinus. A plain request with the GBIF name would
return a 404. With resolve = TRUE,
rl_scientific_name() notices the 404 and calls
rl_name_resolve() behind the scenes to find the name the
IUCN actually uses, then retries. You can also run that resolution
yourself:
rl_name_resolve("Corvinella", "corvina")
#> currentCanonicalSimple: "Lanius corvinus" isSynonym: TRUE matchType: "Exact"So sp now holds the IUCN assessment for Lanius
corvinus.
2. A note on the name bridge
Step 2 in the plan is to move from the IUCN name back to the GBIF
backbone. In practice you do not need a separate call for this:
rl_occurrences() handles it for you. When you pass it the
IUCN result, it reads the name, looks it up in the GBIF backbone, and
follows the synonym to the accepted taxon. GBIF indexes all records
under the accepted taxon, so this is also how records filed under other
synonyms come along.
For Lanius corvinus this means the query resolves to GBIF’s accepted Corvinella corvina, and the records come back under that name.
3. Fetch the occurrence records
occ <- rl_occurrences(
sp,
year = ">2025",
basis_of_record = c("HUMAN_OBSERVATION", "MACHINE_OBSERVATION"),
limit = 500
)
nrow(occ)
#> [1] 500The arguments worth knowing:
-
x(heresp) is what you want records for. It can be the IUCN result from step 1, a plain name such as"Corvinella corvina", or a GBIF taxon key. -
yearfilters by date. A single year (2000), a range as one comma string ("2000,2020", open ended as"2000,*"), or a comparator (">2025",">=2025","<2000"). Note that">2025"means strictly after 2025, so 2026 onward. -
basis_of_recordlimits the kinds of records. Pass several as a vector and they are matched as OR, so the line above keeps human and machine observations. -
limitcaps how many records are returned. UseInfto fetch every record, up to the service ceiling of 100000. -
countryrestricts by ISO2 country code, and also takes a vector for several countries. -
correctruns the quality checks from step 4 straight after the download. It isNULLhere so we can look at the raw records first. - Any other GBIF search filter can be passed by name through
..., for examplecontinentorinstitutionCode.
The result is an sf points object with the GBIF fields
kept as columns, so it is ready to map or to feed to the metric
functions. Records with missing or plainly invalid coordinates are
dropped for you; everything else is left alone until you ask for a
check.
4. Check data quality and clean
Raw occurrence data usually carries a few problems that would distort
the metrics, such as points in the sea, country centroids, or clear
outliers. rl_check_occurrences() reports these, and can
also remove them.
occ_check <- rl_check_occurrences(
x = occ,
correct = c("duplicates", "outliers", "country", "ocean_points", "centroids"),
terrestrial = FALSE
)
nrow(occ_check)What the arguments do:
-
correctchooses what to act on. WithFALSEthe function only reports and returns the report table. With a character vector, it removes the records flagged by those checks and returns the cleanedsf, with the report kept in its"report"attribute.TRUEcorrects every clear error check. - The checks you can name are
duplicates,coordinate_precision,outliers,country,ocean_points, andcentroids, plus the report only checksunique_localities,institution_diversity, andrecency. -
terrestrialcontrols the ocean check. Corvinella corvina is a bird that can legitimately be recorded near or over water, so we set it toFALSEto avoid dropping coastal records. For a strictly land species, leave itTRUE.
Two checks deserve a note. coordinate_precision flags
records too coarse for the 2 km grid, but it is deliberately left out of
the automatic corrections, because removing imprecise yet real records
can quietly shrink the sample and bias the result. If you do want to
apply it, name it explicitly:
occ_precise <- rl_check_occurrences(occ, correct = "coordinate_precision")The other checks that rely on geographic references
(outliers, country, ocean_points,
centroids) need the CoordinateCleaner package.
If it is not installed, those checks are skipped with a note rather than
failing.
You can run the same cleaning as part of the download by passing
correct straight to rl_occurrences():
occ <- rl_occurrences(
sp,
year = ">2025",
correct = c("duplicates", "outliers")
)5. Compute the metrics
With clean records in hand, compute the metrics on the cleaned object.
aoo <- rl_aoo(occ_check)
aoo
#> metric area_km2 n_records n_occupied_cells cell_size_km category_b2
#> AOO ... ... ... 2 ...
eoo <- rl_eoo(occ_check)rl_aoo() counts the occupied cells of a 2 by 2 km grid
and multiplies by the cell area, following the IUCN guidelines.
rl_eoo() measures the area of the convex hull around the
points. Both return a one row sf object: the metric and its
supporting counts, plus the polygon in the geometry column,
so you can map the result directly.
The category_b1 and category_b2 columns
give the most threatened band the value reaches ("CR",
"EN", or "VU"), or NA when it
reaches none. Keep in mind that this is the range threshold only. A full
Criterion B listing also needs the subconditions (fragmentation,
decline, or fluctuation), so the column is a guide, not a verdict.
plot(sf::st_geometry(eoo), border = "steelblue")
plot(sf::st_geometry(occ_check), pch = 20, cex = 0.5, add = TRUE)Putting it together
sp <- rl_scientific_name("Corvinella", "corvina", resolve = TRUE)
occ <- rl_occurrences(
sp,
year = ">2025",
basis_of_record = c("HUMAN_OBSERVATION", "MACHINE_OBSERVATION"),
limit = 500
)
occ_check <- rl_check_occurrences(
occ,
correct = c("duplicates", "outliers", "country", "ocean_points", "centroids"),
terrestrial = FALSE
)
rl_aoo(occ_check)
rl_eoo(occ_check)