Label-free clustering of frozen pretrained visual embeddings offers a scalable route to biodiversity monitoring, but image-only fine-grained taxonomy exhibits a consistent coarse-to-fine failure mode: clusters recover broad taxonomic structure yet plateau at species level. We study this behaviour on BIOSCAN-5M through an information-calibrated clustering analysis. BioCLIP~2 features with UMAP and HDBSCAN reach 0.79 AMI at family and 0.67 at genus, substantially improving over the prior image baseline and remaining competitive with oracle-K, graph-based, and learned clustering heads on the same frozen features. To diagnose whether the remaining plateau is method-limited or information-limited, we introduce InfoTaxa, which combines clustering efficiency---the fraction of probe-estimated image information recovered by an unsupervised partition---with paired DNA as an audit signal only, not an inference input. The density pipeline recovers approximately 0.90 and 0.81 of the image-available information at order and family, respectively. Held-out late-fusion probes show that adding DNA to the image embedding reduces species-level prediction error by approximately two bits. Robustness analyses cover multiple image encoders, described-species and rare-class subsets, probe diagnostics, and held-out-species coarse-rank generalisation and same-species retrieval. Thus, in the tested setting, species-level label-free clustering is both clustering-limited and representation-limited: improved clustering may recover additional image-exposed structure, but cannot close the DNA-audited information gap alone.
Identifying species in biology among tens of thousands of visually similar taxa while discovering unknown species in open-world environments remains a fundamental challenge in biodiversity research. Current methods treat identification and discovery as separate problems, with classification models assuming closed sets and discovery relying on threshold-based rejection. Here we present DeepTaxon, a retrieval-augmented multimodal framework that unifies species identification and discovery through interpretable reasoning over retrieved visual evidence. Given a query image, DeepTaxon retrieves the top-k candidate species with n exemplar images each from a retrieval index and performs chain-of-thought comparative reasoning. Critically, we redefine discovery as an explicit, retrieval-based decision problem rather than an implicit parametric memory problem. A sample is novel if and only if the retrieval index lacks sufficient evidence for identification, so each retrieval naturally yields a classification or discovery label without manual annotation, thereby providing automatic supervision for both tasks. We train the framework via supervised fine-tuning on synthetic retrieval-augmented data, followed by reinforcement learning on hard samples, converting high-recall retrieval into high-precision decisions that scale to massive taxonomic vocabularies. Extensive experiments on a large-scale in-distribution benchmark and six out-of-distribution datasets demonstrate consistent improvements in both identification and discovery. Ablation studies further reveal effective test-time scaling with candidate count k and exemplar count n, strong zero-shot transfer to unseen domains, and consistent performance across retrieval encoders, establishing an interpretable solution for biodiversity research.
Marine plankton underpin aquatic food webs and play a key role in global CO2 sequestration, making reliable species identification critical for understanding ocean health and climate feedbacks. Existing classification models perform well on individual collections but fail to generalize across instruments and environments due to isolated training datasets and inconsistent labels. To address this, we introduce Planktonzilla-17M, a unified dataset consolidating publicly available plankton image collections spanning thirteen imaging systems. It comprises 17.4 million images with standardized taxonomy and geo-environmental metadata, including 3.74 million plankton images spanning over 602 taxonomic classes, of which 201 are identified at the species level, making it the largest and most comprehensive plankton image dataset to date. Using this large-scale dataset, we perform a controlled comparison between supervised and CLIP-style image--text training on a shared ViT backbone. We find that a supervised classifier matches or exceeds CLIP-style training when trained using taxonomic lineage as text. We further observe that BioCLIP and BioCLIP2 perform poorly on plankton in zero-shot and few-shot settings. Leveraging Planktonzilla-17M improves plankton classification performance, highlighting the limitations of current biological foundation models in marine imaging domains.
Alan Gerson Contreras Montanares, Luis Valenzuela, Luis Martí +1
Automated plankton imaging produces severely long-tailed datasets, where the rare taxa of greatest ecological interest have too few images to train or evaluate classifiers reliably. We generate synthetic plankton imagery conditioned on taxonomy: a CLIP encoder is adapted on a large plankton corpus with a ranked contrastive objective extended to deep, ragged taxonomies, then frozen to condition a parameter-efficient diffusion transformer. We evaluate synthetic sample quality on distributional fidelity and downstream classifier utility.