May et al. IMA Fungus (2019) 10:21 https://doi.org/10.1186/s43008-019-0019-1 IMA Fungus NOMENCLATURE Open Access Chapter F of the International Code of Nomenclature for algae, fungi, and plants as approved by the 11th International Mycological Congress, San Juan, Puerto Rico, July 2018 Tom W. May1* , Scott A. Redhead2, Konstanze Bensch3,4, David L. Hawksworth5,6,7, James Lendemer8, Lorenzo Lombard4 and Nicholas J. Turland9 Abstract A revised version of Chapter F of the International Code of Nomenclature for algae, fungi, and plants is presented, incorporating amendments approved by the Fungal Nomenclature Session of the 11th International Mycological Congress held in San Juan, Puerto Rico in July 2018. The process leading to the amendments is outlined. Key changes in the San Juan Chapter F are (1) removal of option to use a colon to indicate the sanctioned status of a name, (2) introduction of correctability for incorrectly cited identifiers of names and typifications, and (3) introduction of option to use name identifiers in place of author citations. Examples have been added to aid the interpretation of new Articles and Recommendations, and Examples have also been added to the existing Art. F.3.7 concerning the protection extended to new combinations based on sanctioned names or basionyms of sanctioned names (which has been re-worded), and to Art. F.3.9 concerning typification of names accepted in the sanctioning works. Keywords: Editorial Committee for Fungi, Governance, Identifiers, Repositories, Sanctioning, San Juan Chapter F, Shenzhen Code, Taxonomy INTRODUCTION revised version of Chapter F resulting from proposals ac- Chapter F of the International Code of Nomenclature for cepted at this FNS is presented here, referred to as the algae, fungi, and plants (Code) is the section of the Code San Juan Chapter F. The online version of the Shenzhen that brings together provisions that deal solely with Code will be amended so that its Chapter F becomes the names of organisms treated as fungi. Chapter F was an San Juan Chapter F, with new and edited material innovation in the Shenzhen Code (Turland et al. 2018). marked as such. Furthermore, Division III of the Shenzhen Code, the Pro- The San Juan Chapter F supersedes Chapter F of the visions for Governance, included new procedures for Shenzhen Code. The rules of the San Juan Chapter F be- amending Chapter F, so that proposals relating to the came effective immediately upon acceptance of the reso- content of Chapter F are decided on by the Fungal No- lution at the closing plenary session of the 11th menclature Session (FNS) of an International Myco- International Mycological Congress (IMC11) on 21 July logical Congress (IMC) (Hawksworth et al. 2017). The 2018, that the decisions and appointments of its Fungal FNS of the 11th IMC was held on 19 July 2018. The Nomenclature Session be approved. Previous Codes have been translated into various languages. If the San Juan * Correspondence: [email protected] Chapter F is translated into other languages, the English 1Royal Botanic Gardens Victoria, Birdwood Avenue, Melbourne, VIC 3004, Australia version will be definitive in questions about the meaning Full list of author information is available at the end of the article of provisions in any translations. © The Author(s). 2019 Open Access This article is distributed under the terms of the Creative Commons Attribution 4.0 International License (http://creativecommons.org/licenses/by/4.0/), which permits unrestricted use, distribution, and reproduction in any medium, provided you give appropriate credit to the original author(s) and the source, provide a link to the Creative Commons license, and indicate if changes were made. The Creative Commons Public Domain Dedication waiver (http://creativecommons.org/publicdomain/zero/1.0/) applies to the data made available in this article, unless otherwise stated. May et al. IMA Fungus (2019) 10:21 Page 2 of 14 AMENDING CHAPTER F of the San Juan FNS will form a separate publication, Seven formal proposals to amend Chapter F of the planned for early 2020, following the tradition of pro- Shenzhen Code were published in IMA Fungus,the viding transcriptions of the proceedings of Nomencla- journal of the International Mycological Association, ture Sections of IBCs (e.g. Flann et al. 2014 for the on 1 April 2018 (Hawksworth 2018). A synopsis of Melbourne IBC). these proposals, with comments by the Secretary An Editorial Committee for each Code is elected (T.W. May) and Deputy Secretary (S.A. Redhead) of by the Nomenclature Section of the corresponding the Fungal Nomenclature Bureau, was published in IBC. For Chapter F, it was desirable to mirror this IMA Fungus on 23 May 2018 (May and Redhead process, and a proposal to amend Division III to 2018). This synopsis served as the basis for the pre- make specific reference to an Editorial Committee liminary guiding vote that was held online, opening for Fungi was put forward at the San Juan FNS. on 22 May 2018 and closing on 17 June 2018. As However, at the FNS this proposal was considered to specified by Division III of the Shenzhen Code,par- be outside of the mandate of the FNS (see below). ticipation in the guiding vote was extended to (1) au- Instead, an ad hoc Editorial Committee for Fungi, as thors of proposals, (2) members of the Nomenclature allowed under Div. III Prov. 5.2(e) and 8.1, was Committee for Fungi (NCF), (3) members of the proposed and approved by the FNS at the beginning International Mycological Association (IMA), and of of the session prior to voting on individual pro- its Member Mycological Organizations (MMOs), and posals. Composition of the Editorial Committee for (4) members of four additional organizations that Fungi is Tom W. May (Melbourne, Australia, were nominated by the Fungal Nomenclature Bureau. Secretary Fungal Nomenclature Bureau), Scott A. Results of the guiding vote were published in IMA Redhead (Ottawa, Canada, Deputy Secretary Fungal Fungus on 13 July 2018 (May and Miller 2018). That Nomenclature Bureau), Konstanze Bensch (The report also included two further proposals, and in Netherlands/Germany), David Hawksworth (London, total 11 “proposals from the floor” were received UK, Deputy Chair Emeritus Fungal Nomenclature prior to the commencement of the Fungal Nomencla- Bureau), James C. Lendemer (New York, USA), Lor- ture Session. enzo Lombard (Utrecht, The Netherlands), and The Fungal NomenclatureSessionmeton19July Nicholas J. Turland (Berlin, Germany, Rapporteur- 2018 in Room 201, Puerto Rico Convention Center, général of the 2023 IBC, Chair Editorial Committee). San Juan, Puerto Rico, during the main part of Membership is as approved by the FNS with IMC11 held at the same Congress Centre from 16 to addition of Lombard and Lendemer, who were 21 July 2018. Any person registered for the day of elected by the Editorial Committee for Fungi after the Congress on which the FNS was held was enti- the Congress. tled to attend and vote; 149 such persons attended According to the Preface of the Shenzhen Code,the the FNS. Officers of the FNS, appointed in conform- Editorial Committee has a mandate to “deal with mat- ity with Division III of the Shenzhen Code,were ters specifically referred to it, to incorporate into the AmyRossman(Corvallis,USA,Chair),TomW.May new Code the changes agreed by the Section, to clar- (Melbourne, Australia, Secretary), Scott A. Redhead ify any ambiguous wording so long as the meaning is (Ottawa, Canada, Deputy Secretary), Lorenzo Lom- not changed, to ensure consistency and optimal place- bard (Utrecht, The Netherlands, Recorder), and five ment of provisions while retaining the present num- Deputy Chairs, David L. Hawksworth (London, UK, bering insofar as possible, and to add (or remove) Deputy Chair Emeritus), Meredith Blackwell Examples to best illustrate the provisions”.TheEdi- (Columbia, USA), Pedro Crous (Utrecht, The torial Committee for Fungi proceeded as if with the Netherlands), Karen Hughes (Knoxville, USA), and same mandate; knowing that their work would be Yu Li (Changchun, China; in absentia). In addition, reviewedinduecoursebytheEditorialCommittee Nicholas J. Turland (Berlin, Germany), Rapporteur- for the Shenzhen Code. général for the 2023 International Botanical Con- The “Report of Congress action on nomenclature gress (IBC), attended as a non-voting advisor to the proposals relating to fungi”, detailing the committees FNS, on the invitation of the International Myco- and officers appointed by the IMC and the results of logical Association. the proposals was published in IMA Fungus on 9 No- Procedures in the lead up to and during the FNS vember 2018 (May et al. 2018). This publication closely followed those of the Nomenclature Section of reported that, of the seven published proposals to an IBC, except that during the FNS there were no amend Chapter F of the Shenzhen Code, two were ac- “institutional” votes. Discussions of the FNS were held cepted and two were referred to the Editorial Com- in English, and were recorded. The full proceedings mittee for Fungi; an additional proposal was accepted May et al. IMA Fungus (2019) 10:21 Page 3 of 14 from among 11 new proposals made from the floor Table 1 List of changes to Articles, Notes, Recommendations of the FNS. Five proposals (three introduced from the and footnotes in the San Juan Chapter F floor) were referred to two Special-purpose Commit- Numbering adopted in the San Juan Chapter F is used. No existing tees, established by the FNS. provisions needed re-numbering but some Examples were re-numbered. At the San Juan FNS, seven of the proposals from the Art. F.3.2 Example added (Ex. 1) floor related to governance, as covered in Division III. It Art. F.3.4 Example added (Ex. 5) was realized that these proposals were likely to be outside Art.