Overcoming the Taxonomic Impediment to Sustainable Development: BioNETINTERNATIONAL, the Global Network for Taxonomy—A Successful Networking Model for Capacity Building in Developing Countries Nicholas King Abstract—BioNET-INTERNATIONAL is the Global Network for capacity building in taxonomy for sustainable development. Taxonomy (or biosystematics) is the basic underpinning science of all biology—and thus of all environmental management. Without sound taxonomy, no knowledge is available on living organisms, and if you don’t know what you have, you cannot determine how to manage, conserve, or sustainably use biological resources. The Global Network is comprised of a number of interlinked regional Locally Organized and Operated Partnerships (LOOPs) of developing country institutions, supported by a consortium of developed country institutions. Its purpose, through South-South cooperation and North-South partnerships for institutional strengthening and human resource development, is to enable developing countries to achieve self-reliance in taxonomy to support regional and national programs for eradication of poverty, via sustainable agricultural development and use of natural resources, and by full implementation of the Convention on Biological Diversity. The network’s success is attributable to two key components. The first is local ownership of the process, including governmental endorsement of the need for such a capacity-building network, whereby needs are identified and prioritized by member countries themselves. The second is a tried and tested mechanism whereby a lack of individual country capacity is overcome by pooling, optimizing, and sharing regional capacity on a reciprocal basis between member countries. It provides a very useful model for other capacity-building initiatives in developing countries, as well as for NorthSouth and South-South collaborative partnerships for capacity building. Introduction ____________________ Whether it is called taxonomy, systematics, or biosystematics, this branch of science is dedicated to discovering, identifying, naming, and classifying organisms and elucidating their relationships. As such, the discipline is fundamental Nicholas King is Director, BioNET-INTERNATIONAL, Bakeham Lane, Egham, Surrey TW20 9TY, UK, phone: +44 1491 829036/7/8, FAX: +44 1491 829082/100, E-mail: n.king@cabi.org, Web site: http://www.bionet-intl.org In: Watson, Alan; Sproull, Janet, comps. 2003. Science and stewardship to protect and sustain wilderness values: Seventh World Wilderness Congress symposium; 2001 November 2–8; Port Elizabeth, South Africa. Proc. RMRS-P-27. Ogden, UT: U.S. Department of Agriculture, Forest Service, Rocky Mountain Research Station. USDA Forest Service Proceedings RMRS-P-27. 2003 to our attempts to understand biodiversity, and the sustainable use thereof, and assess the impacts of any form of activity involving, or using, natural resources. What began at the Stockholm Conference on Man and the Environment (1972), as a mildly keener appetite for taxonomy, was transformed at the Earth Summit in Rio (1992) into an insatiable hunger, just as the scientific resources to satisfy it began to become scarce. Today, it is doubtful if there are any scientists within the realms of zoology, botany, ecology, agriculture, or impact assessment who do not have some taxonomic requirements. Identifications in particular are urgently needed in ever-increasing quantities worldwide by natural scientists of every inclination—not the least of those in the biodiversity-rich but resource-poor countries of the developing world. Without correct identification, all access to knowledge pertaining to that organism is denied. In these nations, whose biodiversity is seen to be vital to the world’s well-being and constitutes the Earth’s richest genetic resource, there is little, and in some cases no, taxonomic capability. This is largely a consequence of history and of recent financial policies of developed countries. From early colonial days, and especially from the turn of the century until very recently, the taxonomic needs of these developing countries had been met by free taxonomic services provided by the major world centers of expertise. These services, with particular emphasis on providing authoritative identifications and related advice, continued uninterrupted as colonialism fell away and countries gained their independence. While these services lasted, there was no cause or motivation for developing countries to invest their scarce, highlevel manpower and financial resources in developing expensive taxonomic capabilities. It would have been economic folly, perhaps, in view of competing demands on national budgets, to attempt to create sufficient local capabilities in this very specialized field while such services were freely available elsewhere. Sadly, this comfortable arrangement was not to last. In 1993 to 1994, as a result of a worldwide recession and the advent of new financial policies that required developed country institutions to become income earning and selfsupporting, the free services of the expert centers were withdrawn. They were replaced by a system of graduated charges for identifications and for all other services rendered, which, while favoring developing countries and being modest relative to the actual costs of providing them, proved to be beyond the means of developing countries. 253 King Overcoming the Taxonomic Impediment to Sustainable Development: BioNET-INTERNATIONAL… As a result, developing countries found themselves to varying degrees devoid of taxonomic services at the very time when they most needed them, that is, when they, as adherents to Agenda 21 of Rio, and as signatories to the Convention on Biological Diversity, were attempting to meet their international obligations as well as national needs for development. They were faced with a taxonomic crisis, and a taxonomic impediment was created to the pursuit of national programs for food security, sustainable agricultural development, conservation and sustainable use of natural resources and biodiversity, human health and control of disease, and impact assessment. This was not unexpected. It had been foreseen in the late 1980s when donor assistance had been sought in vain to subsidize the services needed. It was indeed out of growing concern for a solution to the forthcoming crisis that in 1991 an answer that proved acceptable to donors, expert centers, and developing countries alike was devised in the form of a global network for taxonomy. This was launched in June 1993 in the form of BioNET-INTERNATIONAL, an initiative for enabling developing countries to establish and sustain realistic self-reliance in taxonomic services, and to do so in the technically best and most cost-effective way. Purpose _______________________ The Global Network for Taxonomy, in the form of BioNETINTERNATIONAL, is focused on assisting developing countries to acquire and maintain the scientific skills, the collections of organisms and their related knowledge, and the technologies needed to provide the vital taxonomic support for national programs for conservation and sustainable use of their natural resources and biodiversity and sustainable agricultural development. The Global Network is also a facilitating mechanism for the broader interventions needed to assist developing countries to achieve full implementation of the Convention on Biological Diversity. The Global Network is a mechanism based first on subregional self-help, that is, South-South cooperation, to mobilize, pool, and optimize the use of existing resources, and second, on North-South Cooperation to transfer knowledge, skills, and technologies to developing subregions. The Global Network concept also envisages the provision of essential taxonomic services to developing countries during their transition to self-reliance, with donor support being provided to the LOOPs as integral parts of national sustainable development programs. Structure ______________________ The Global Network is comprised of a series of interlinked subregional networks (Locally Organized and Operated Partnerships [LOOPs]) of developing country institutions, supported by a consortium of developed country expert institutions (known as BIOCON) and managed by the BioNET-INTERNATIONAL Consultative Group (BICG) and its Technical Secretariat (TecSec) (fig. 1). 254 Figure 1—Conceptual model of the global network. Organization ___________________ Locally Organized and Operated Partnerships (LOOPs) The LOOPs are the very core of the Global Network. They are based on the United Nations concept of Technical Cooperation Networks (TCNs) and are dedicated, through SouthSouth cooperation, to mobilizing, pooling, and optimizing the use of existing taxonomic skills and resources within the subregions for the benefit of all LOOP members. The Global Network subregions accord closely to those prescribed by the United Nations. Management of LOOPs is founded on four functional levels: 1. National Institutes (NIs) are the relevant bodies within individual countries that work together as a national network and implement work programs. 2. National Coordinating Institutes (NACIs) are the single institutes in member countries designated to coordinate the activities of the National Institutes (NIs). 3. The LOOP Coordinating Committee (LCC) is the governing body of the LOOP and is comprised of the NACIs together with any other invited bodies. 4. Network Coordinating Institutes (NECIs) are the single member institutes of the LCC, elected to coordinate and manage the affairs and work of the LOOP. Consortium for North-South Technical Support (BIOCON) This consortium (BIOCON) of the world’s major centers of taxonomic expertise and resources is designed to provide the information, skills, materials, and technologies needed by developing country subregions to achieve realistic self-reliance in taxonomy. It is the source of technical support for donor-funded programs for capacity building and human resource development in the BioNET-INTERNATIONAL LOOPs of the developing world ( North-South cooperation. This consortium is being created worldwide as developed country institutions begin to collaborate to make their diverse resources available. The first subregional consortium, EuroLOOP, with some 100 institutions spread throughout 25 countries was established in 1994 and is now expanding as it embarks on the task of inventorying the resources it has to offer to developing country LOOPs. A second BIOCON LOOP is contemplated in the Australasia region to serve the needs of the Pacific and Asian LOOPs of the Global Network. USDA Forest Service Proceedings RMRS-P-27. 2003 King Overcoming the Taxonomic Impediment to Sustainable Development: BioNET-INTERNATIONAL… LOOPS Work Programs __________ The subregional LOOPs are initiated with four priority work programs: Establishment and Enhancement of Information and Communication Services The need often exists to update and expand hard copy library resources at designated centers of excellence (CEs) of LOOPs (such as with major reference works, taxonomic monographs, and relevant serial journals), and information technology infrastructure may need to be provided to these CEs for intercenter networking and linkages with the Network Coordinating Institutes (NECI) and TecSec. Databases and database access arrangements with major world centers need to be established, and Internet access, including e-mail facilities, are often required. Broadly speaking, an efficient information service providing all relevant new and existing knowledge is needed covering traditional taxonomy, molecular techniques, new records, current biodiversity distribution maps, quarantine pest lists, incidence and threats of alien invasive introductions, and relevant information on natural enemies and biological control. To facilitate this, TecSec has recently formed a strategic partnership with the United Nations Food and Agricultural Organization based ECOPORT initiative (http://www.ecoport.org) as the primary future tool for capture, management, and dissemination of taxonomic information and knowledge for all levels of user groups. Taxonomists and Technicians Training This, the most substantial program of the LOOPs for the foreseeable future, will involve: • • Updating and upgrading of existing expertise through appropriate training of the present subregional specialists at local subregional academic and scientific centers and/or at overseas universities and institutions. Also, supplementary training is needed in specialized taxonomic areas, such as specific groups of economic importance, agricultural pests, invasives, natural biocontrol agents, and endangered species. In particular, invasives are by definition a transboundary problem, and require multilateral collaboration for proactive solutions. Such solutions are a classic “weakest link” problem, being at the mercy of the lowest national capacity to implement agreed activities on control of invasives’ movements and establishment. Training of technical support staff in preparatory techniques and curatorial practices, collection management, database management and information retrieval systems, illustrative techniques, and development of electronic products. Electronic teaching courses and training material need to be provided to the CEs, and TecSec has recently commissioned production of training manuals on CD-ROM in order to facilitate this. USDA Forest Service Proceedings RMRS-P-27. 2003 Rehabilitation of Collections and Establishment of New Resources These major programs address the inadequacies and needs of existing preserved and living reference collections and facilities, including buildings, storage units, working amenities, security, curatorial techniques, and the sustainability of the physical condition of collections and their attendant records. These programs also address the taxonomic needs of collections to optimize their value as working resources for LOOPs. Development and Application of New Technologies These programs aim to make new and existing userfriendly taxonomic tools, for example, electronic aids to identifications, and compendia, available to LOOP specialists, and to enable LOOPs to commission and/or develop products that are tailor made for their own requirements. More electronic and paper-based identification aids need to be commissioned, and new tailormade products need to be developed jointly by overseas specialists and subregional taxonomists for their own requirements. The achievement of BioNET-INTERNATIONAL’s objectives within the 10-year time horizon can only be contemplated because of, and through, the use of new technologies — not the least electronic aids to identifications. These require first and foremost the availability of keys written by world experts for the groups of organisms concerned, which can then be converted into electronic forms suitable for a whole spectrum of users—from the upstream researchers and taxonomists to more downstream practitioners in areas such as human and animal health and disease services, conservation biology, plant protection and biological control, quarantine, control of invasives, and development planning. These technologies make taxonomy more available to, and more useable by, a much larger community of scientists and technicians, and enable them to become competent in identifying the organisms of relevance. Experience has shown that as such keys become available their impact leads to a demand for others, and as these keys ultimately depend on the skills of the traditional taxonomist, the demand for these experts is also increasing. The need for taxonomists has never been greater, and their role in improving the welfare of humankind and of future generations has never been as well perceived as it is today. Progress _______________________ Locally Organized and Operated Partnerships have been or are being established in the following sequence: 1. 2. 3. 4. 5. 6. 7. 8. Caribbean Europe Southern Africa South East Asia East Africa West Africa East Asia LOOP Northern South America CARINET (22 countries) EuroLOOP (25 countries) SAFRINET (15 countries) ASEANET (10 countries) EAFRINET (6 countries) WAFRINET (18 countries) EASIANET (5 countries) ANDINONET (5 countries) 1993 1994 1995 1996 1998 1999 2001 2002 255 King 9. 10. 11. Overcoming the Taxonomic Impediment to Sustainable Development: BioNET-INTERNATIONAL… South Asia LOOP South Pacific North Eurasia LOOP SACNET (9 countries) PACINET (26 countries) NEURASIANET 2002 2002 2003 with others to follow. By the end of 2002, BioNET-INTERNATIONAL LOOPs will have been established or activated by governments in the Caribbean, Africa, Asia, the South Pacific, and Latin America, embracing some 140 countries. Funding and the Future __________ A very supportive group of donors, including the United Nations Development Program (UNDP TC/DC) and the bilateral agencies of Denmark, the Netherlands, Sweden, Switzerland, and the United Kingdom, plus the intergovernmental agencies of the Commonwealth Secretariat, have enabled the Feasibility Studies and LOOP Formulation Workshops needed to establish subregional LOOPs. In this way, these LOOPs have been created with full and formal support by the governments concerned. They are thus accorded some priority in the national development plans of those who own them. Donor funds are now forthcoming from such agencies as the Swiss Development and Cooperation Agency (SDC), the Department for International Development (DFID) of the United Kingdom, and the European Union’s Center for Technical and Rural Cooperation (CTA) to enable the implementation of the work programs of 256 established LOOPs. In addition, a contribution of SFr 2.9 million by the SDC to the BioNET-INTERNATIONAL FUND has enabled the initiation of a BioNET-INTERNATIONAL Fellowship Scheme, an Information Support Service, and has assisted the operations of the Technical Secretariat and Network Coordinating Institutes. The response of the international donor community to further substantial funding proposals suggest that the basic Global Network could be in place within the next 3 years, and full development may be completed by 2005. By that time, there should be established within the subregions of the developing world a substantial taxonomic resource to support national and regional programs of sustainable development. Finally, in the last few years, a number of related international initiatives have developed as recognition of the taxonomic impediment has spread. The Conference of the Parties (CoP) on the Convention on Biological Diversity (CBD) has formulated the concept of a Global Taxonomy Initiative (GTI) to promote a concerted effort between international funding agencies, national governments, and NGOs to link taxonomic capacity building to the effective implementation of the CBD. BioNET-INTERNATIONAL is working closely with such initiatives to harness synergies and prevent duplication of efforts in building the required taxonomic capacity. Together such international initiatives may be able to overcome the Taxonomic Impediment. USDA Forest Service Proceedings RMRS-P-27. 2003