This tutorial contains basic instructions to help new users of Lucid
get started. It is not meant to be a comprehensive help file. You can access the
Lucid Help file any time after opening the key, by clicking on the "Help" icon on the
toolbar (last icon on the right).
The interactive keys offered in this tool are Lucid3 keys, usable as a fully web-based server-side application
that only requires an internet browser to run.
Lucid3 is software for creating and using interactive identification keys. Lucid was developed by
QAAFI Biological Information Technology at the University
of Queensland in Australia. Visit the Lucidcentral website
for more information on Lucid and Lucid3.
Web pages such as fact sheets attached to entities in Lucid keys may be considered
pop-ups by certain browsers (such as Internet Explorer). If your
browser blocks pop-ups, you will need to allow pop-ups for this Lucid tool in your
browser's Internet settings.
Additional hints for using Lucid keys can be found on the best practices page.
This powerful yet simple interactive identification and information system will allow you
to identify and find information for scale insect species commonly intercepted at U.S. ports of entry.
This website includes four keys, accessible from the top Key menu: 1) Scale Families, 2) Mealybugs and Mealybug-like families,
3) Soft Scales, and 4) Other Scales. Please use the Scale Families
key first to determine which family your specimen belongs
to. If you
already know the family of the specimen you want to identify to species, you can go
directly to Mealybugs and Mealybug-like families,
Soft Scales or
Other Scales keys. Mealybugs and Mealybug-like
families contains pests in Pseudococcidae, Rhizoecidae and Putoidae;
Soft Scales is for Coccidae pests only; Other Scales has pests in the following families: Aclerdidae,
Asterolecaniidae, Conchaspididae, Dactylopiidae, Eriococcidae, Kerriidae, Lecanodiaspididae, Matsucoccidae,
Monophlebidae, Ortheziidae, and Stictococcidae. For more background on each of these keys, please see the
key information page.
In order to use the identification key, your specimen must be cleared, prepared, and mounted
on a microscope slide. Please refer to the tutorial
for preparation techniques. A
compound microscope is required to properly examine the specimen. For additional tips and tricks to identify a specimen
using Lucid, please refer to the best practices.
A Lucid key has four panels.
The upper left window, Features Available, lists the identification features and feature states to choose from.
The upper right window, Entities Remaining, lists the available taxa.
The lower left window, Features Chosen, lists which feature states are currently selected.
The lower right window, Entities Discarded, lists the taxa that have been discarded based on the features that have been selected.
"Features" are characters used to identify the entities. Each feature has at least two states (character states) which
correspond to different forms a feature can exhibit. Clicking on an icon to the left of a feature or state will display
the image illustrating it.
Do not feel compelled to select features in any particular order. Interactive keys are specifically designed to let the
user start anywhere. If you have a damaged specimen, there will still be features available on undamaged parts of the
body. Some features will not become available to you until another has been selected. For example, you will not be able
to specify the ‘shape’ or ‘thickness’ of the ‘dorsal setae’ until you have indicated that ‘dorsal setae’ are ‘present’ on your specimen.
Please note: in order to use the "best" and "next best" functions for selecting features, you must have
the feature list completely expanded and the "features available" box selected. A few functions, including "prune redundants",
are not yet available for the key server.
Navigating the key
Feature and entity trees can be expanded by clicking the "+" next to the grouping feature or entity. Feature states are
selected by clicking once on the state name or image thumbnail.
Clicking the state a second time deselects the state. As feature states are selected, the entities that do not have those
features will be moved into the Entities Discarded panel.
All entities and most feature states are illustrated with photographs, drawings, or both. Clicking on the image thumbnail (or image
icon if thumbnails are not displayed) brings up a larger size image and gives the user access to the full image gallery for
the feature state or entity, if available. All entities are also linked to fact sheets for the taxon. Clicking the small grey
page icon next to the entity thumbnail will open the fact sheet in a new browser window. The images provided
do not necessarily reflect all known morphological variation for a particular feature or entity. Every diagnosis should be confirmed by
carefully reviewing the information provided on the fact sheet associated with the species.
The key uses many common language terms to help support inexperienced users. However, in order to
maximize their value and validity, some specialized terms appear in the fact sheets. A glossary is linked to the
fact sheets to assist the user in understanding such terms.
If unsure of the correct state of a given feature, it is often better to try a different feature before selecting a state you
are unsure about. However, the key has been coded to accommodate common mistakes and features with states that may vary. For
more hints on navigating the key, see the best practices page.
A potential problem with keys that do not contain all species in a genus is the possibility of a "false positive."
For instance, if your specimen has not been is an infrequently intercepted at U.S. ports of entry and is not included in the keys
or is a new interception that shares all the character states with a species that is in the key, you may arrive at an incorrect identification
of your specimen. For this reason, it is very important to compare the specimen at hand with the descriptions provided in the fact sheets
and with the drawings. If any question remains regarding the identification of the specimen, a specialist should be consulted.