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    The evolutionary origin of avian facial bristles and the likely role of rictal bristles in feeding ecology

    SamplesWe examined 1,022 avian species (~ 10% recorded species) in this study, representing 418 genera, from 91 families (37% recorded families) and 29 orders (73% of all orders). Specimens were from the skin collection of the World Museum Liverpool, Tring Natural History Museum, Manchester Museum and Wollaton Hall Museum, all situated in the United Kingdom. All work was carried out in accordance with ethical regulations at Manchester Metropolitan University and with the permission of all aforementioned museums. Only the best-preserved adult specimens (no signs of cut off feathers or holes in the skin near the beak) were chosen for this study to ensure accurate measurements of bristle length, shape and presence, which should not be affected by the process of skin removal and specimen conservation. Species were randomly chosen, without targeting our sampling towards species known a priori to have bristles. Where possible, two specimens per species were measured (occurring in 82% of all species examined). Specimens of each sex were measured when present; however, this was not always possible since labelling was often inaccurate or missing. In total, the sample included 508 males, 412 females and 374 individuals of unknown sex. Both sexes were examined in 274 species and there was no difference whatsoever between the presence of bristles on male or female species (n = 97 with bristles present and n = 180 with bristles absent for both males and females). Length (Mann–Whitney U test, W = 37,962, N = 552, P = 0.94) and shape (Chi-square test, χ2 = 0, N = 552, df = 3, P = 1) of rictal bristles also did not significantly differ between males and females. Therefore, rictal bristles are likely to be sexually monomorphic and data for males and females was pooled for further analyses. Overall, rictal bristles were absent in 64% of species examined (n = 656) and just over a third of species (n = 366) had bristles present.Bristle descriptionsFacial bristles were initially identified by sight and touch in each specimen. Bristles were recorded as either present or absent from the upper rictal, lorial, lower rictal, narial and interramal regions (Fig. 1a). We use the term ‘rictal bristle’ here for bristles on both the upper rictal and/or the lorial region, since there was no clear differentiation and morphological differences between the bristles found in these regions forming a continuum of bristles above the edge of the beak. When present, rictal bristle shape was recorded as: (i) unbranched rictal bristles, (ii) rictal bristles with barbs only at the base (“Base”) and (iii) branched rictal bristles (“Branched”), i.e. barbs and barbules present along the bristle rachis (Fig. 1b). The three longest rictal bristles were measured on both sides of the head of each specimen using digital callipers, and these lengths were averaged to provide a mean length of rictal bristles per species. In species lacking rictal bristles, a length of “0” and a shape category of “Absent” was recorded.Ancestral reconstruction of facial bristle presenceFollowing Felice et al.19, a single consensus phylogenetic tree was generated from the Hackett posterior distribution of trees from Birdtree.org20 with a sample size of 10,000 post burn-in, using the TreeAnnotator utility in BEAST software21 with a burn-in of 0. Maximum Clade Credibility (MCC) with the option “-heights ca” was selected as the method of reconstruction. The common ancestor trees option (-heights ca) builds a consensus tree by summarising clade ages across all posterior trees. Both the consensus tree and posterior distribution of 10,000 trees were imported into RStudio v. 1.2.5 for R22,23 and pruned so that only species present in the dataset of this study remained in the phylogeny. Taxon names were modified where necessary to match those from the Birdtree.org (http://birdtree.org) species record. Negative terminal branches in our consensus tree were slightly lengthened to be positive using ‘edge.length[tree$edge.length  More

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    New globally distributed bacterial phyla within the FCB superphylum

    Identification, phylogeny, and distribution of five phylaTo advance our understanding of marine sediment microbial diversity, we obtained over 30 billion paired DNA sequences from 42 marine sediment samples (coastal and deep sea) (Supplementary Data 1). From this, we reconstructed over 8000 ( >50% complete, 95%) to genes from coastal waters (Venezuela), a hypersaline pond in Carpinteria (US), sediments in Garolim Bay (Korea), and others (Supplementary Data 6 and 7). The worldwide distribution of these five phyla suggests that they have potentially overlooked ecological roles across many environments.Detection of novel protein familiesTo explore novel metabolic capabilities of these bacteria, we employed a recently described approach to identify and characterize unknown genes exclusive to uncultivated taxa17. Using this computational method, we identified 1,934 novel protein families (NPFs) and 6,893 novel singletons (NSs) in the 55 MAGs. The former can be define as families that do not show any homology in broadly used databases (including eggNOG, pfamA, pfamB, and RefSeq, see “Methods”) while the latter (NSs) are NPFs that are detected only once in each given genome or group of genomes. To determine if this novelty was specific to the five phyla or distributed across other uncultivated prokaryotic taxa, we mapped these NPFs and NSs against a comprehensive dataset of 169,642 bacterial and archaeal genomes covered in Rodriguez del Río et al.17. Using an in-house pipeline (Supplementary Fig. 4), we found that 44.6% of these NPFs and NSs are present in other uncultured taxa, highlighting the novel and undescribed metabolic repertoire that these five phyla share with other uncultured prokaryotic lineages17. Specifically, we found that these proteins are also present in Marinisomatota, Bacteroidota, and WOR-3 from publicly available genomes obtained from both marine and terrestrial environments17. When comparing the total number of NPFs per genome in the novel bacterial phyla against the genomic dataset (approximately 170,000 genomes), we found that the novel taxa described in this study have a higher than average percentage of novel proteins per genome (5.68 ± 4.89%) (p  0.7) and widespread (coverage > 0.7) within each phylum are shown in dark purple bars. The number of novel protein families with conserved neighboring genes are shown in light gray bars. c, d, Selected examples of phylogenetic trees and novel protein family genomic context marked in gray with a black outline) in Blakebacterota and Arandabacterota. The protein families are similar between these two phyla and have conserved neighboring genes, including translation initiation factor IF-3 gene (infC), large subunit ribosomal protein L20 gene (rplT), phenylalanyl-tRNA synthetase genes (pheST), cell division protein gene (zapA), phosphodiesterase gene (ymdB), methenyltetrahydrofolate cyclohydrolase gene (folD), and exodeoxyribonuclease genes (xseAB). e Phylogenetic tree and genomic context of a novel protein family uniquely distributed in Joyebacterota. The novel protein family has conserved genomic neighbors related to energy conservation (Rnf complex genes, rnfABCDEG). The phylogeny was generated using FastTree2 and numbers on the top and bottom of the branch represent the bootstrap and branch length, respectively. Source data are provided as a Source Data file.Full size imageMetabolic pathways are often encoded by ‘genome neighborhoods’ (gene clusters and/or operons)18. Therefore, we calculated the genomic context conservation of the NPFs containing three or more sequences (3773 NPFs in total) and examined the annotation of genes found in genomic proximity of the NPFs to determine their potential function. Of the inspected families, 513 (14%) had a conservation score ≥ 0.9 (see “Methods”) indicating a high degree of conserved neighboring proteins. Manual annotation of these neighboring proteins indicated they are potentially involved in sulfur reduction, energy conservation, as well as the degradation of organics such as starch, fatty acids, and amino acids (highlighted in red in Supplementary Fig. 5). For example, a NPF predominantly found in Blakebacterota is neighbored by putative menaquinone reductases (QrcABCD), a conserved complex related to energy conservation in sulfate reducing bacteria19,20,21,22. However, metabolic annotations of Blakebacterota genomes that encode QrcABCD indicate that they largely lack the key enzymes for sulfate reduction, dissimilatory sulfite reductases (DsrABC), suggesting this QrcABCD complex may be involved in other bioenergetic contexts such as linking periplasmic hydrogen and formate oxidation to the menaquinone pool22.In some instances, we found NPFs coded near genes predicted to produce key proteins in nitrogen cycling. Two of the Joyebacterota MAGs code NPF neighboring proteins with homology to hydroxylamine dehydrogenases (HAO). HAO is a key enzyme in marine nitrogen cycling that has traditionally been thought to catalyze the oxidation of hydroxylamine (NH2OH) to nitrite (NO2−) in ammonia oxidizing bacteria. Recently, it has been suggested that HAO may also convert hydroxylamine to nitric oxide (NO) as an intermediate, which is then further oxidized to nitrite by an unknown mechanism. Hydroxylamine is also known to be an intermediate in the nitrogen cycle. It is a potential precursor of nitrous oxide (N2O), a potent greenhouse gas that is a byproduct of denitrification, nitrification23,24, and anaerobic ammonium oxidation25. The presence of HAO within the genomic context of these NPFs suggests they may be involved in mediating hydroxylamine metabolism, and thus may play an important role in nitrogen cycling.A number of NPFs are colocalized with genes predicted to be involved in the utilization of organic carbon. For example, one NPF found in Blakebacterota genomes is adjacent to a peptidase (PepQ; K01271) for dipeptide degradation. Another NPF, only detected in Blakebacterota, is neighbored by long-chain acyl-CoA synthetase (FadD; K01897), a key enzyme in fatty acid degradation (Supplementary Fig. 6). In Joyebacterota, as well as in publicly available Bacteroidetes and Latescibacteria we identified an NPF that is colocalized with amylo-alpha-1,6-glucosidase (Glycoside Hydrolase Family 57), suggesting a potential role in starch degradation.We also identified NPFs that are specific and very conserved in AABM5, Blakebacterota, Orphanbacterota, Arandabacterota, and Joyebacterota (2, 39, 3, 16, and 26 respectively). These NPFs were found in at least 70% of the MAGs belonging to each phylum, and rarely present in other genomes across the tree of life. Due to their unique nature, the 86 unique NPFs could be used as marker genes for future characterizations of the novel bacteria described in this study. When examining the genomic context of the phyla-specific NPFs, we found that more than half of the NPFs (49 of 86) shared the same gene order and are next to genes predicted to be involved in various catabolic and anabolic processes. For example, an NPF in Joyebacterota MAGs is adjacent to an Rnf complex26, which is important for energy conservation in numerous organisms21 (Fig. 2e). Also, two different NPFs in Blakebacterota and Arandabacterota MAGs were located next to tRNA synthesis genes (Fig. 2c, d). Additional phyla-specific NPFs were colocalized with genes predicted to be involved in other important processes, including peptidoglycan biosynthesis (Supplementary Fig. 6a), F-type ATPase (Supplementary Fig. 6b), acyl-CoA dehydrogenase, elements for transportation, sulfur assimilation (Supplementary Fig. 6c), and others (Supplementary Fig. 6d).Metabolic potential of the novel bacterial phylaIn addition to NPF-based analyses, we compared the predicted proteins in the novel lineages to a variety of databases and gene phylogenies to understand their metabolism (see “Methods”). The distribution of key metabolic proteins based on presence/absence of protein families (using MEBS: see methods) in the 61 MAGs is largely consistent with their phylogeny (Fig. 1a). Below, we detail the predicted metabolism of each novel bacterial phyla based on these analyses (Supplementary Fig. 5 and Supplementary Data 8 and 9, see details in Supplementary Information).JoyebacterotaJoyebacterota is composed of 20 MAGs predominantly reconstructed from hydrothermal vent sediments (blue, lower right side in the phylogeny shown in Fig. 1a). Metabolic inference suggests that these bacteria are obligate anaerobes encoding extracellular carbohydrate-active enzymes (CAZymes) with the potential to degrade pectate or pectin, photosynthetically fixed carbon in marine diatoms, macrophytes27, and terrestrial plants28. Furthermore, Joyebacterota seems to be involved in the sulfur cycle. Seven Joyebacterota MAGs encode sulfide:quinone oxidoreductases (SQR). Phylogenetic analysis indicate these SQR belong to the membrane-bound type I and III29. Interestingly, these SQR type I sequences are closely related to those sequences mostly found in terrestrial environments, e.g., freshwater, soil, and hot spring, while SQR-III  have been previously suggested to play a key role maintaining the sulfide homeostasis or bioenergetics in deep-sea sediments30. The presence of these pathways highlight the potential adaptation of Joyebacterota to several environments, contributing to recycling of carbon and sulfur.BlakebacterotaThe Blakebacterota phylum is composed of 11 MAGs predominantly reconstructed from the surface layer of GB sediments (0–6 cm). In this environment, temperatures range from 25 to 29 °C, CH4 measures 0.4–0.8 mM, CO2 reaches up to 10 mM, and SO42− concentrations are high (up to 28 mM)30. Metabolic inference using MEBS31 suggests Blakebacterota play an important role in N and S cycles. These findings were supported by the presence of key enzymes in these cycles. For example, we identified a nitrous oxide reductase in Blakebacterota, the only known enzyme to catalyze the reduction of nitrous oxide to nitrogen gas. This reaction acts as a sink for nitrous oxide, and thus is an important removal mechanism for this potent greenhouse gas. In addition to nitrogen cycling, we identified key genes involved in sulfur cycling in Blakebacterota. Six of the MAGs possess genes that code for SQR with sulfate or nitrous oxide as the final electron accepter. In addition, seven of the MAGs contain genes for thiosulfate dehydrogenase (doxD), which may convert thiosulfate to tetrathionate. Finally, one MAG is predicted to produce dimethyl sulfide (DMS) under oxic conditions via methanethiol S-methyltransferase (MddA) from methylate L-methionine or methanethiol (MeSH). Thus, these bacteria may play important roles in a variety of intermediate steps in nitrogen and sulfur cycling.ArandabacterotaLike Joyebacterota, Arandabacterota were largely recovered from shallow (2–14 cm) GB and deep (26–38 cm) BS sediments. This phylum contains 11 MAGs that are predicted to be anaerobic polysulfide and elemental sulfur reducers. They may mediate sulfur reduction via sulfhydrogenases (HydGB), which results in the production of sulfide32,33. Thus, Arandabacterota may contribute to sulfur cycling in marine sediments. Arandabacterota also code distinct hydrogenases, [NiFe] 3c and 4g types, (Fig. 3) for H2 oxidation. In addition, Arandabacterota may reduce nitrite via periplasmic dissimilatory nitrite reductases (NrfAH) present in Meg22_24_Bin_129, BHB10-38_Bin_9, and SY70-4-3_Bin_59. This mechanism for energy conservation is more efficient than polysulfide and elemental sulfur reduction. Therefore, they are likely to use sulfur species as electron donors in the absence of nitrite.Fig. 3: Maximum likelihood phylogenetic tree of NiFe hydrogenases from the novel phyla.The majority of NiFe hydrogenases identified from the five phyla in this study are highlighted in the gray background. Most hydrogenases are types 4g and 3c. Starred branches denote the minor NiFe hydrogenases identified in this study. Bootstrap values ≥ 80 are shown in circles. Source data are provided as a Source Data file.Full size imageOrphanbacterotaOrphanbacterota is composed of seven MAGs that were mostly obtained from the BS, and appear to be metabolically versatile, facultative aerobes. The BS has an average water depth of 18 m and is strongly influenced by anthropogenic activities in China, mainly the terrestrial input of nutrients and organic matter34. Orphanbacterota code a diversity of CAZymes for the degradation of complex carbohydrates. We identified genes coding for extracellular glycoside hydrolase family 16 (GH16), which may be involved in the degradation of laminarin, releasing glucose and oligosaccharides35. Six Orphanbacterota genomes also contain genes predicted to produce extracellular peptidases belonging to family M28 and S8, which are nonspecific peptidases (Supplementary Fig. 7 and Supplementary Data 10–14). The released amino acids could be taken up via ABC transporters coded by these bacteria.Consistent with their recovery from shallow sediment habitats (Supplementary Data 1), Orphanbacterota have a diverse repertoire of terminal cytochrome oxidase genes (Supplementary Data 9) suggesting they are capable of surviving in a range of oxygen concentrations. Based on the presence of isocitrate lyase and malate synthase, they may use the glyoxylate cycle for carbohydrate synthesis when sugar is not available, or use simple two-carbon compounds for energy conservation36,37. They also appear capable of reducing nitrate to nitrite via periplasmic nitrate reductases (NapAB)38. Moreover, they could reduce nitrate via the membrane-bound nitrate reductase for energy conservation and reducing nitrous oxide.One Orphanbacterota genome (M3-44_Bin_119) has genes predicted to mediate sulfate/sulfite reduction, including DsrABC, QmoABC, and membrane bound Rnf complexes (Supplementary Fig. 8a, b and Supplementary Data 8 and 9). Another Orphanbacterota (LQ108M_Bin_12) is predicted to contain diverse metabolic pathways, including MmdA for DMS production, SQR for sulfide oxidation, the Rnf complex for energy conservation21 or detoxification (Supplementary Fig. 8c), and sulfhydrogenases (HydABDG) for H2 oxidation. In addition to energy conservation and detoxification, sulfide oxidation is important for preventing the loss of sulfur through H2S volatilization. This is predicted to be an important process in sulfur-rich sediments, where large quantities of the self-produced H2S are produced during heterotrophic growth29.AABM5AABM5 (12 genomes, 7 obtained in this study) is an understudied bacterial group that has largely been recovered from shallow (4–12 cm) sediments in GB and deep (44–62 cm) sediments in BS. Despite the distinct environments where they have been found, genomes within this phylum have several shared metabolic abilities. In contrast to the strict anaerobic lifestyle that was previously reported in a subgroup within AABM5 (candidate division LCP–89)12, we predict they are facultative anaerobes. In support of this, we identified cytochrome c oxidase (CtaDCEF) and cytochrome bd ubiquinol oxidase (CydAB) for aerobic respiration39. In addition, we identified DsrABC in nine genomes (Supplementary Fig. 8 and Supplementary Data 15), indicating these organisms can potentially reduce sulfate/sulfite for energy conservation. Several AABM5 genomes are predicted to use H2 as an electron donor due to the presence of type 3c [NiFe] hydrogenase (MvhADG) (Fig. 3, Supplementary Fig. 9, and Supplementary Data 8 and 9). The metabolic versatility in this phylum better explains their global distribution.Ecological significance of the new phylaThese previously overlooked bacterial phyla appear to be involved in key biogeochemical processes in marine sediments, namely sulfur and nitrogen cycling, and the degradation of organic carbon. However, we did not find any evidence for complete autotrophic metabolisms (Wood-Ljungdahl pathway, Calvin–Benson–Bassham, reductive tricarboxylic acid, 3-hydroxypropionate bicycle, 3-hydroxypropionate-4-hydroxybutyrate, and dicarboxylate-4-hydroxybutyrate cycles) in any of these bacteria. Instead, they have a variety of pathways for the utilization of organic compounds as detailed above. These novel bacteria phyla (all except Blakebacterota) have the potential to degrade the algal glycan laminarin, one of the most important complex carbon compounds in the ocean40. These novel phyla encode extracellular laminarinases that specifically cleave the laminarin into more readily degradable sugars, e.g., glucose and oligosaccharide (Supplementary Fig. 7 and Supplementary Data 10–12). Laminarin glycan is produced in the surface ocean by microalgae that sequester CO2 as an important carbon sink in the oceans41. This is a key process of the global carbon cycle, and most studies have focused on understanding aerobic laminarin-degrading bacteria in the surface oceans41,42. Recently, it has been shown that laminarin plays a prominent role in oceanic carbon export and energy flow to higher trophic levels and the deep ocean40, yet the organisms responsible for laminarin degradation under anoxic conditions are unknown. The discovery of  these novel bacterial phyla opens new doors for future studies exploring laminarin degradation in the deep sea. In addition, most of them contain genes predicted to code for sulfatases. Blakebacterota, Orphanbacterota, Arandabacterota, and Joyebacterota code for arylsulfatase, mainly arylsulfatase A, for desulfation of galactosyl moiety of sulfatide. They also code choline sulfatase, iduronate 2-sulfatase and some uncharacterized sulfatases for different types of substrates43. This suggests they are capable of cleaving organic sulfate ester bonds as a source of sulfur and organic carbon on the ocean floor.Many metabolic processes identified here, including pathways for polysaccharide degradation, sulfur, and nitrogen metabolism are often incomplete (Fig. 4). This may be due to the incompleteness of these genomes, or it suggests that these processes occur via metabolic handoffs within the community. Some of the phyla are capable of mediating a variety of sulfur and nitrogen redox reactions (Fig. 4a, b). For example, four phyla code DsrABC, suggesting they play an overlooked role in inorganic matter degradation in marine sediments through sulfate reduction. The resultant sulfide may be reoxidized to sulfur intermediates and organic sulfur compounds by these newly described bacteria. Four phyla (Blakebacterota, Orphanbacterota, Arandabacterota, and Joyebacterota) code an SQR for producing elemental sulfur from sulfide. Methanethiol S-methyltransferase (MddA) is predicted to be produced by individual MAGs Blakebacterota (M3-38_Bin_215) and Orphanbacterota (LQ108M_Bin_12) for the production of DMS from methionine44. DMS is important in climate regulation and sulfur cycling in marine environments45,46, though little is known about the fate or production of DMS in anoxic environments like marine sediments. As detailed above, Blakebacterota contains genes for the conversion of thiosulfate to tetrathionate. Four phyla (AABM5, Orphanbacterota, Arandabacterota, and Joyebacterota) are predicted to disproportionate thiosulfate to sulfite via thiosulfate/3-mercaptopyruvate sulfurtransferase. Thus, we suspect these bacteria may be capable of mediating intermediate sulfur species in anoxic environments. These results provide a predictive framework for future physiological studiesto confirm our genomic-based predictions.Fig. 4: Genomic-based predictions of the potential metabolic role of the novel bacterial phyla.Key steps in the (a) sulfur and (b) nitrogen cycles predicted in the five bacterial phyla. Compounds (in gray triangle frames) were arranged according to the standard Gibbs free energy of formation of each sulfur or nitrogen compound (values next to the compound taken from Caspi et al.93). Star, square, triangle, pentagon, and diamond shapes correspond to AABM5, Blakebacterota, Orphanbacterota, Arandabacterota and Joyebacterota, respectively. Colored shapes represent the presence of genes in a given pathway. Fully colored shapes indicate the presence of genes in over 50% of the phyla. Half colored shapes signify that less than 50% of the phyla code for those genes. Uncolored shapes indicate presence of genes in only one MAG. Note that only pathways encoded in at least one MAG are shown. The red dotted line indicates the assimilatory process. The blue soild line indicates the confirmed pathway with phylogeny of key genes. c Phylogenetic tree and genomic context of a novel protein family (NPF) next to putative menaquinone reductase complex genes (qrcABCD) found in Blakebacterota and Orphanbacterota. d Phylogenetic tree and genomic context of a NPF next to hydroxylamine oxidoreductase genes (hao) in Joyebacterota.Full size imageIn addition to potential roles in sulfur cycling, the phyla described here may play key roles in nitrogen processes, for example several MAGs contain genes that code predicted hydroxylamine dehydrogenase proteins (HAO, confirmed by different databases)47,48. HAO is a precursor of nitrous oxide (N2O), a potent greenhouse gas and ozone destructing agent in the atmosphere. Marine N2O stems from nitrification and denitrification processes which depend on organic matter cycling and dissolved oxygen. Since hydroxylamine is a precursor of N2O, deciphering the organisms that can mediate the formation of N2O has important implications for Earth’s climate49. In addition, three phyla (AABM5, Blakebacterota, and Orphanbacterota) code for periplasmic and/or transmembrane nitrate reductase, and two phyla (AABM5 and Arandabacterota) are predicted to reduce nitrite via dissimilatory nitrite reductase.In recent years, there have been large advances in the exploration of novel microbial diversity. Genomic data has provided crucial insights into the ecological roles and biology of these new microbes. The recovery of bacterial genomes belonging to five overlooked, globally distributed phyla with considerably novel protein composition reminds us there is much to be learned about the microbial world. The identification of NPFs provides targets for future studies to elucidate the ecophysiology of these organisms. The presence of genes for organic carbon degradation and sulfur and nitrogen cycling in these new bacteria suggests they contribute to a variety of key processes in marine sediments. Thus, the addition of these bacterial genomes to ecosystem models will likely transform our understanding of how microbial communities drive carbon degradation and nutrient cycling in the oceans. More

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    Exploring the response of a key Mediterranean gorgonian to heat stress across biological and spatial scales

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    An iterative and interdisciplinary categorisation process towards FAIRer digital resources for sensitive life-sciences data

    The categorisation system was developed through an iterative procedure including a careful evaluation at each stage. This was necessary because each of three rounds yielded substantial feedback from the expert taggers, identifying issues to be resolved and proposing improvements to the system. This process led to a much clearer understanding of the structure of sensitive data resources and a wider agreement on definitions to be applied in the tagging process. In addition, the allocation of exactly one tag per category improved during the development for many categories, indicating that the selection process was straightforward for most resources and categories. As a result, the categorisation system could be simplified and the structure improved, appropriately representing a trans-disciplinary effort. This may also be important from the user perspective. At the end of the day, the system should be so intuitive that the users searching for terms would have the same logic as the experts entered the tags.To be beneficial for the domain of LS, the categorisation system and the toolbox requires broad community approval38,39. In the project, we began the approval process with nominated experts from 6 LS RIs, embedded in a larger working group of the H2020-funded project EOSC-Life, covering 13 LS RIs. Though this can be seen as a useful starting point, the toolbox obviously needs community approval at a much larger scale. As the categorisation system is specifying a part of essential metadata for resources about sensitive data, it will be relevant to the FAIR Digital Objects (FDO) Forum for a « resources in the life sciences » FDO. The categorisation system can be used to derive FDO attributes and values for such FDOs. FDOs for the sensitive data itself, when levels of sensitivity and specific access protocols need to be specified is an interesting possible extension, and the categorisation system could support as a backbone information for access governance and technical choices. FDOs are to be “machine actionable”, so desirable mappings between different categorisation systems will be operationalisable. New European projects such as FAIRCORE4EOSC (https://faircore4eosc.eu/), FAIR-IMPACT (https://fair-impact.eu/) and other projects working on pragmatic semantic improvements for FAIR appliance will provide possibilities for registering metadata schemas and mappings that should reuse interdisciplinary approaches in the heterogeneous field of life sciences.The RDA has established and is maintaining a Metadata Standards Catalogue (MSC) (https://rdamsc.bath.ac.uk/mapping-index,5). An appropriate goal for the categorisation system would be to be included in this catalogue, after further refinement and alignment with other vocabularies addressing sensitive data in the life sciences. In any case, the work on the categorisation system can contribute to discussions on methodologies for aligning metadata schemas across scientific domains, while the categorisation system itself can be seen as an important contribution to the process of developing the most useful and appropriate cross-disciplinary terms and categories for describing sensitive data. We keep in mind that similar approaches have been applied via long and iterative processes in other scientific domains, such as understanding and predicting the evolution of climate (essential climate variables, https://public.wmo.int/en/programmes/global-climate-observing-system/essential-climate-variables) and essential biodiversity variables for mapping and monitoring species populations40. There are biases and gaps in the existing system that need to be tackled in the future. The initial content of the toolbox demonstrator, consisting of 110 resources related to sensitive data, has been primarily selected by four RIs with a focus on clinical and biomedical research (BBMRI, EATRIS, ECRIN, Euro-Bioimaging). Other areas and sensitive data types, such as environmental, classified, and proprietary data are under-represented, as are some disciplines, such as zoology, ecology, plant and mycological sciences, and microbiology. This indicates a need for a broader coverage of resources linked to sensitive data in the future work. Another question that needs to be investigated is how interoperable the categorisation system is with other domains outside the LS that systematically deal with sensitive data, for example, the Social Science and Humanities41). In addition, systematic data on the usability/user-friendliness of the toolbox from a broad sample of potential users from the life sciences are needed. Initial and informal evaluation of these aspects by the experts involved so far has been very positive but is clearly limited in scale and needs to be supplemented by more evidence.There are major challenges to the sharing of sensitive data, including interoperability, accessibility, and governance. The primary objective of the toolbox is to improve discoverability of resources and digital objects linked to the sharing and re-use of sensitive data (F in FAIR)4. The systematic application of a standardised typology for resources about sensitive data, as defined by the categorisation system, helps to better structure, and organise the issues and results in metadata enrichment (F4, R1.3 of the FAIR principles in Supplementary, Table S1). The toolbox alone will not be enough for the ‘I’ of the FAIR principles, but it may become a useful backbone for building more interoperable classification systems for sensitive data resources.It is perhaps more common to base findability on a tagging system using keywords (plus title text). That is, for example, how PubMed works—it does not categorise resources, it adds MESH terms to them (https://pubmed.ncbi.nlm.nih.gov/). Another option would have been to try to derive keywords from text or title. In our case, a categorisation system with pre-defined dimensions and pre-listed tags was preferred by the expert group. Keywords, in isolation, suffer from several disadvantages:

    (a)

    A range of equivalent terms may be used to mean the same thing – making searching for that concept difficult, requiring multiple ‘Or’ statements.

    (b)

    They may have multiple meanings (polysemy) especially if “drawn from”, or “applied to”, a wide range of scientific disciplines.

    (c)

    The different aspects of the resource covered by keywords, i.e., the types or dimensions of keyword applied, may be inconsistent and / or incomplete.

    The categorisation system, on the other hand, guarantees that all 7 validated dimensions required are used in the tagging process and that the tags selected are standardised and defined. The toolbox categories also aid browsing of results by enabling sequential filtering using the categories and tags.In addition, there is a useful link between developing community approved categories for metadata, in this case for characterising resources dealing with sensitive data, and community understood (but implicit) ontologies used in the same area. Categories and ontologies can complement each other—without a common underlying ontology, metadata terms can be interpreted inconsistently, and without defining metadata categories, ontologies may remain implicit and inconsistent. We found, for example, that discussions on the best categorisation to use for scientific disciplines, or data types, exposed the implicit (and different) ontologies being used by different people and is based on the personal views of those in the group. Those would have been obviously rooted in and / or influenced by the language and working assumptions of their discipline(s), and their roles and experiences, (current and previous). That will be more and more the case with interdisciplinary research development and development in research careers. Developing categories in metadata can therefore play an important role in describing, understanding and, ultimately, harmonising the implicit ontologies scientists use in thinking about the area of sensitive data.In the development of the categorisation system, existing ontologies, classifications, and terminologies were taken into consideration (Table 2). However, many more have relationships to the categorisation system. An example is the Subject Resource Application Ontology (SRAO), an application ontology describing subject areas/academic disciplines used within FAIRsharing records by curators and the user community42. A first crosswalk has demonstrated considerable agreement between the toolbox category “research field” and subsections of SRAO42 and EDAM15. The toolbox has been registered as a resource (database) at FAIRsharing, a curated, informative, and educational resource on data and metadata standards, inter-related to databases and data policies (https://fairsharing.org/3577). It is planned to create a collection group of resources (standards, databases, policies) in FAIRsharing linked to the toolbox and the underlying categorisation system. This will also cover relationships to ontologies and classifications.There is a need to explore the applicability of the toolbox to specific domains. One example could be the European Joint Programme on Rare Diseases (EJP RD), where resources are made progressively FAIR at the record level to support innovative basic, translational and clinical research (https://www.ejprarediseases.org/coordinated-access-data-services/fairification-support/). The goal is to identify, refine and expose core standards for dataset interoperability, asset (data, sample, subject) discovery, and responsible data sharing, concentrating on data level rather than resource level information. Knowledge exchange between EJP RD and the toolbox could be of benefit in exploring the complementary of both approaches in adequately characterising resources linked to sensitive data and thus improving data discoverability.The first pilot study demonstrated major variation in tagging of resources if independent taggers are assessing the same resource (inter-observer variation). The example of BBMRI has shown that this variation can be considerably reduced if adequate training is performed; which in return is resource intense. Thus, to arrive at a valid and reliable tagging process, there is a necessity for adequate training and support to reduce inter-observer variation. Specific training sets and training programs as well as intercalibration tools need to be developed and implemented and approved by the community.Another option to be explored should be AI—or ML-algorithms to support automatic (or at least semi-automatic) tagging of resources. It is not easy to use AI/ML in this field due to the multilingualism and the misinterpretation of terms. Often there are different meanings between scientific disciplines and a common backbone for the application of AI/ML is difficult to achieve. It is necessary to come to a common understanding between people involved in the assessment of resources related to sensitive data in all life sciences. Nevertheless, the toolbox can become of major importance for research and application of AI/ML techniques in this field. It may serve as a resource for AI/ML to better find resources in the field by serving as a kind of gold standard to compare with. Another promising approach would be to consider a knowledge graph as an intelligent representation. For the categorisation system the approach could be used to interlink categories to a resource (e.g., “source related to sensitive data” has “geographical scope”) and to link individual tags between categories if possible (e.g., “clinical research data” result from “clinical research”). This would give a richer representation of the knowledge behind the categorisation system and the option to be integrated in existing approaches (e.g., OpenAIRE, https://www.openaire.eu/). Therefore, we will consider knowledge graphs as an intelligent knowledge representation of the categorisation system in the future.A major challenge will be the transition of the toolbox demonstrator to a mature toolbox and ultimately its maintenance, extension, and sustainability. Development of the toolbox demonstrator has been financed by EOSC-Life, but this project will end in 2023. Discussion on sustainability has been initiated with several life-science infrastructures (e.g., BBMRI, EATRIS, ECRIN and ELIXIR, another European Life-Science Infrastructure). Key aspects of sustainability that need to be considered are maintenance of the toolbox portal and tagging tool and of the toolbox content including expert time for tagging as well as human resources to maintain the system. Different approaches are under evaluation: an organization considering the resource core to its operations and taking full responsibility, or a joint ownership across multiple organisations (e.g., multiple RIs) or a community taking responsibility, either funded by future grants or through in-kind contributions from motivated research parties/individuals. Further costs to be covered will include system maintenance, input from a toolbox manager, tagging of resources by experts, as well as advertisement to the envisioned user groups, hardware costs and costs for debugging and major extension of functionality if needed. More

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