Embracing imperfection: machine-assisted invertebrate classification in real-world datasets
Bibliographic record
Abstract
Abstract Despite growing concerns over the health of global invertebrate diversity, terrestrial invertebrate monitoring efforts remain poorly geographically distributed. Machine-assisted classification has been proposed as a potential solution to quickly gather large amounts of data; however, previous studies have often used unrealistic or idealized datasets to train their models. In this study, we describe a practical methodology for including machine learning in ecological data acquisition pipelines. Here we train and test machine learning algorithms to classify over 56,000 bulk terrestrial invertebrate specimens from morphometric data and contextual metadata. All vouchered specimens were collected in pitfall traps by the National Ecological Observatory Network (NEON) at 27 locations across the United States in 2016. Specimens were photographed, and morphometric data was extracted as feature vectors using ImageJ. Issues stemming from inconsistent taxonomic label specificity were resolved by making classifications at the lowest identified taxonomic level (LITL). Taxa with too few specimens to be included in the training dataset were classified by the model using zero-shot classification. When classifying specimens that were known and seen by our models, we reached an accuracy of 72.7% using extreme gradient boosting (XGBoost) at the LITL. Models that were trained without contextual metadata underperformed models with contextual metadata by an average of 7.2%. We also classified invertebrate taxa that were unknown to the model using zero-shot classification, with an accuracy of 39.4%, resulting in an overall accuracy of 71.5% across the entire NEON dataset. The general methodology outlined here represents a realistic application of machine learning as a tool for ecological studies. Hierarchical and LITL classifications allow for flexible taxonomic specificity at the input and output layers. These methods also help address the ‘long tail’ problem of underrepresented taxa missed by machine learning models. Finally, we encourage researchers to consider more than just morphometric data when training their models, as we have shown that the inclusion of contextual metadata can provide significant improvements to accuracy.
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How this classification was reachedexpand
Full frame machine prediction
Teacher imitationNot calibrated prevalence, not ground truth. Human validation pending. The Gemma side is a direct model label for every work in the frame, read from the title-only record. The Codex side is a classifier learned from the 10,348 direct Codex labels and calibrated to design-weighted sample rates; fields without enough sample support carry no Codex call. Candidate is the union of the two sides; consensus is their intersection. These outputs are machine_predicted_unvalidated and are not human labels.
Distilled classifier scores by category (both heads)
| Category | Codex | Gemma |
|---|---|---|
| Metaresearch | 0.015 | 0.038 |
| Meta-epidemiology (narrow) | 0.002 | 0.001 |
| Meta-epidemiology (broad) | 0.001 | 0.001 |
| Bibliometrics | 0.003 | 0.002 |
| Science and technology studies | 0.001 | 0.002 |
| Scholarly communication | 0.003 | 0.004 |
| Open science | 0.004 | 0.003 |
| Research integrity | 0.003 | 0.003 |
| Insufficient payload (model declined to judge) | 0.001 | 0.001 |
Machine scores (provisional)
The two teacher heads of the student model, read on this work. A score orders the frame for review; it never asserts a category, and the validation status ships verbatim with every row.
Baseline scores from an immature model (maturity gate not passed, 7 training rounds). Scores rank; they never assert a category.
score_only:v0-immature-baseline · verbatim from the scoring run: score_only means the number may rank works, and no category label ships from itClassification
machine, unvalidatedMachine predicted; a candidate call from one source (direct Gemma or distilled Codex), not a consensus.
How this classification was reached, model by model and score by score, is at the end of the page under "How this classification was reached".