Showing posts with label BPR3. Show all posts
Showing posts with label BPR3. Show all posts

Monday, August 23, 2010

New Wood-Warbler Taxonomy

ResearchBlogging.orgThe July issue of The Auk contained the AOU North American Checklist Committee's 51st supplement to the AOU checklist (pdf), a variety of splits and changes to taxonomy at the genus level and higher. Sibley handily summarizes the name changes to North American species, and Michael Retter reviews the whole supplement, and I'm sure it has been plastered elsewhere on the blogosphere by now so I am not going into a full review here (plus, I blogged about one of the splits two years ago - everyone else is late to the party). Instead, I'm breaking my long self-imposed blog exile to talk about warblers. Actually, mostly about warbler names.

The 51st supplement makes two changes to genera in New World wood-warblers (Parulidae): the waterthrushes are split from the Ovenbird (Seiurus) and placed in a new genus, Parkesia, and most of the genus Vermivora is split and removed into a new genus, Oreothlypis . These changes are based on results that have been in the phylogenetic literature for some years now, but have not resulted in comprehensive taxonomic updates. While Klein et al. (2004) presented a phylogeny for the family and documented many problems with generic limits, they did not present many taxonomic solutions and their sampling of the diversity of Central and South American Parulids was very slim. In general, while there have been several papers addressing phylogeny in the overall family (Klein et al 2004, Lovette and Hochachka 2006) and in certain groups (Dendroica: Lovette and Bermingham 1999; Myioborus - Perez-Eman 2005; Geothylpis and Oporornis - Escalante et al. 2009), a comprehesive phylogeny of the group with solid sampling of species (there are over 110 in the whole family) and a complete update of Parulid taxonomy has been lacking ... (drumroll)... until now.

Lovette et al. (2010) present a comprehensive picture of the evolution of the wood-warblers, sampling all but three species and addressing the phylogenetic analyses with a good array of loci and methods. Their main result is a phylogenetic hypothesis for comparative studies and a proposal for complete revision to generic boundaries. I just want to step through the warbler tree and possible taxonomic disagreements as a guide for when taxonomic authorities eventually get to addressing them.

Phylogeny of the Parulidae (Fig. 5 from Lovette et al. 2010) with proposed taxonomic changes. You'll definitely want to click to enlarge and read

Parulidae is a large family with ~110 species concentrated in several large genera, but the early branches of the tree are composed of 7 different species-poor lineages. The first branch in the tree is in all analyses the Ovenbird (Seiurus aurocapillus) - the dull, chunky warbler of forest floors in the Eastern US. Other lineages represent monotypic genera, the odds and sods of the Parulidae that have been recognized as distinct - the Worm-eating Warbler (Helmitheros vermivorus), Black-and-White Warbler (Mniotilta varia), Prothonotary Warbler (Protonotaria citrea), and Swainson's Warbler (Limnothlypis swainsonii). The final two lineages in this group represent some of the generic reassignments already made by the AOU. The Northern (noveboracensis) and Louisiana (motacilla) are moved from the genus Seiurus, which they shared with the Ovenbird (a relationship that never made sense to me, given how different they are in plumage and habits), to their own genus, Parkesia (created for them by Sangster 2008). Three species of Vermivora - Bachman's (bachmanii), Blue-winged (pinus, now cyanoptera), and Golden-winged (chrysoptera), are found to not be closely related to the remaining members of the genus. These lineages are all found in Eastern North America, but represent a variety of plumage and ecological specializations. The exact relationships among them change depending on analyses (except the placement of Ovenbird at the base of the tree), but it is clear that they are all old and distinct, and I don't foresee anyone attempting to lump some of these monotypic genera.

Worm-eating Warbler (Helmitheros vermivorous) from Wikipedia

The remaining members of what was Vermivora - Tennessee (peregrina), Orange-crowned (celata), Colima (crissalis), Lucy's (luciae), Virginia's (virginiae), and Nashville (ruficapilla) - get their own branch of the warbler tree. These ex-Vermivora are a pretty cohesive and closely related group - they are all North American, either greenish (northern and eastern species) or grayish (southwestern species), most with an orange or rufous crown patch and yellowish vent. However, they share their branch with two oddballs - Crescent-chested Warbler (superciliosa) and Flame-throated Warbler (gutturalis), formerly in the genus Parula. Both of those are Central American species with plumage very similar to that of Northern and Tropical Parulas, Crescent-chested especially - check this photo out - but Flame-throated is a bit more distinctive and I'm not surprised it is not related to other Parulas.

The ex-Parula group is pretty closely related, the ex-Vermivora group is pretty closely related and the two groups are each others closest relatives on the big warbler tree, but already opinions differ on how to assign new genus names. Sangster (2008b) saw this result in earlier phylogenetic literature and took the step of naming each group separately - Crestent-chested and Flame-throated Warblers get the resurrected genus name Oreothlypis, and the ex-Vermivora get a newly created genus name Leiothlypis. Lovette et al. (2010) decided to give a genus name to the whole group, meaning Leiothlypis gets subsumed by Oreothlypis as the name for the group. The AOU voted the same way in the 51st supplement, merging all eight taxa into Oreothlypis, with many of the voters citing one genus as marginally better than two, even though it is totally arbitrary. I personally think keeping Leiothlypis and Oreothlypis as separate makes more sense, given their distinctiveness from each other, but both options are valid.

Lucy's Warbler (Oreothlypis luciae) from Wikipedia

The next branch in the warbler tree contains the yellowthroats (Geothlypis), species found throughout the New World united by black masks and another feature you might never guess from their name, the gray or black hooded North American warblers in the genus Oporornis, and an unusual, little-known, likely extinct species endemic to St. Lucia in the Lesser Antilles - Semper's Warbler (Leucopeza semperi). However, generic limits are all mixed up in this group, necessitating change. There is a tight-knit little group of closely-related yellowthroats, including the widespread Common (trichas) and the similar Belding's, Bahama, Altamira, and Hooded, and the slightly more distantly related Olive-crowned and Black-polled. Their closest relative is not, however, other yellowthroats but instead Kentucky Warbler (Oporornis formosus), which with its black mask and yellow underparts looks more like a yellowthroat than the other Oporornis anyway. The two gray-hooded species, Mourning and MacGillivray's, are closest relatives (and a hybrid zone has recently been described in Canada), but instead of being closest to the other gray-hooded species, Connecticut, they are related to two more unusual yellowthroats - Masked (aequinoctialis, which may actually be a species complex) and Gray-crowned (poliocephala). The two final species in this group are old, distinct genetic lineages - Connecticut (agilis) and Semper's Warbler. Escalante et al. (2009) and Lovette et al. (2010) both choose, because of how mixed up the traditional genus limits are, that it makes most sense to contain this whole group within one genus - Geothlypis has priority. An alternative treatment has already been made by John Boyd's TiF Checklist - he retains Leucopeza, allows Connecticut to retain the genus Oporornis, and leaves the rest as Geothlypis. I also tend to prefer retaining Leucopeza for the very distinctive Semper's Warbler, but Connecticut isn't all that different from others and I'm not sure it should get its own genus. I guess I'm undecided on this point.

Gray-crowned Yellowthroat (Geothlypis poliocephala) from Wikipedia

Masked Yellowthroat (Geothlypis aequinoctialis) from Wikipedia

The remaining warblers - fully two-thirds of the diversity of the family - form two broad groups. One contains almost all the remaining North American species, mainly the bright colorful migratory species in Dendroica that are what most come to mind when wood-warblers are mentioned. The other contains almost all warbler diversity in Central and South America in several distinct genera.

The North American Dendroica radiation of warblers is pretty amazing - they are the eye candy of the family. They underwent an early burst of speciation that declined through time, likely as ecological niches were filled. They have diversified to the extreme in plumage (and to a degree in song as well), so much so that virtually no plumage characters unite them, but they have not diversified much morphologically. This may constrain them ecologically, but they also adapt by behaviorally partitioning their ecological niches - the subject of some classic ecological studies. Check out this poster on the North American members of the group. Lovette et al. (2010) confirm earlier phylogenetic studies that Dendroica represents one big cohesive group. However, taxonomic changes come from other species found nested within the genus. The American Redstart (in the monotypic genus Setophaga), the two remaining Parula - American (americana) and Tropical (pitiayumi) - and the Hooded Warbler (Wilsonia citrina) are all firmly embedded within Dendroica. The strange Whistling Warbler (Catharopeza bishopi) - seen here - from St. Vincent in the Lesser Antilles is also closely related to this radiation, but represents the earliest branch. Lovette et al. (2010) choose to rename the whole group into one genus - Setophaga has priority, unfortunately removing the name Dendroica associated with much of the literature on the group. I agree with this move, except perhaps on lumping Catharopeza in with the rest. I like minimizing taxonomic changes necessary, and the position of Catharopeza as the oldest branch does not mandate that it be lumped in with the rest of the group. It is pretty unique in plumage, but on the other hand, few species in Dendroica look alike - it is their heterogeneity that unites them. John Boyd has taken an alternative approach to the taxonomy, choosing to preserve all of the other genera that were found lumped within Dendroica. This necessitates making some odd changes - three West Indian Dendroica (Arrow-headed (pharetra), Plumbeous (plumbea), and Elfin Woods (angelae)) would require their own new genus to be described, and Kirtland's (kirtlandii), Cape May (tigrina) and Cerulean (cerulea) would need to be lumped into Parula to preserve that genus. I completely disagree with this approach - it creates much more taxonomic change than the alternative, it relies on the exact branching pattern of species within the overall group which is likely to change depending upon the analysis, and I see no real distinctiveness to these genera - especially the bizarre new Parula.

Cerulean Warbler (Setophaga cerulea) from Wikipedia

Blackburnian Warbler (Setophaga fusca) from Wikipedia

Most warbler diversity in the Neotropics falls within a large genus, Basileuterus. While containing almost as many species as the newly expanded Setophaga, plumage in this genus is much more conservative, consisting most often of yellow underparts, green or grayish upperparts, and striping on the face. Lovette et al. (2010) find that Basileuterus is actually two distinct groups occupying different portions of the tree, and it needs to be split into two genera. One group is primarily South American species, and also includes embedded within it two species often given their own genus Phaeothlypis - River Warbler (rivularis) and Buff-rumped Warbler (fulvicauda). Phaeothlypis is merged into this genus and the South American group is given the resurrected genus name Myiothlypis. The other clade of Basileuterus retains that genus name and consists mostly of Central American species with a few closely related South American forms. In with the new reduced Basileuterus clade is the Fan-tailed Warbler, often split as its own genus Euthlypis lachrymosa. It represents the earliest branch in Basileuterus, and like Catharopeza could continue to be recognized because taxonomic change is not abolutely necessary, but Lovette et al. (2010) include it in Basileuterus.

Black-crested Warbler (Myiothlypis nigrocristatus) from Wikipedia

Pirre Warbler (Basileuterus ignotus) from Wikipedia

Buff-rumped Warbler (Myiothlypis fulvicauda) from Wikipedia
The final two Neotropical lineages are related to Myiothlypis. One lineage is the redstarts/whitestarts in the genus Myioborus. This is actually the only large genus in the Parulidae not affected by taxonomic changes. The other lineage contains a motley assortment - Canada Warbler (Wilsonia canadensis), Wilson's Warbler (Wilsonia pusilla), Red-faced Warbler (Cardellina rubrifrons), and the two reddish warblers in Ergaticus: Red (ruber) and Pink-faced (versicolor). A close relationship between Cardellina and Ergaticus is hardly surprising: these species are some of the only warblers to utilize bright reds in their plumage, and they are all restricted to Mexico and adjacent areas. The inclusion of two Wilsonia species here is bizarre - the genus never made any sense to me, but I expected them all to be thrown in with Dendroica. Instead, it looks like two species from the broad Neotropical radiation of warblers have reinvaded North America, become migrants, and are perhaps as similar to some Dendroica in plumage as they are to Neotropical species. As weird as this group appears, Lovette et al. (2010) lump Ergaticus, Cardellina, and the two Wilsonia into one genus - Cardellina has priority. The alternative, retaining Ergaticus, would necessitate the creation of two new monotypic genera for Wilson's and Canada Warblers - not really a very desirable solution.

Wilson's Warbler (Cardellina pusilla) from Wikipedia

Red Warbler (Cardellina ruber) from Wikipedia

Collared Whitestart (Myioborus torquatus) from Wikipedia

Well, that about covers Parulidae - or at least, a guide to the potentially confusing and contentious upcoming taxonomic changes in the group. I haven't even covered many problems with species limits in the group, or any of the interesting aspects of warbler biology that the phylogeny can be used to study. Maybe someday. To close, here is a summary of genera in the taxonomy of Parulidae proposed by Lovette et al. 2010:

Seiurus
Helmitheros
Parkesia (incl. some Seiurus)
Vermivora
Mniotilta
Protonotaria
Limnothlypis
Oreothlypis (incl. some Vermivora, some Parula)
Geothlypis (incl. Oporornis, Leucopeza)
Setophaga (incl. some Wilsonia, Dendroica, Catharopeza, some Parula)
Myiothlypis (incl. Phaeothlypis, some Basileuterus)
Basileuterus (incl. Euthlypis)
Cardellina (incl. some Wilsonia, Ergaticus)
Myioborus

References

Escalante P, Marquez-Valdelamar L, de la Torre P, Laclette JP, and J Klicka (2009) Evolutionary history of a prominent North American warbler clade: the Oporornis-Geothlypis complex. Molecular Phylogenetics and Evolution 53:668-678

Klein NK, KJ Burns, SJ Hackett, and CS Griffiths (2004) Molecular phylogenetic relationships among the wood warblers (Parulidae) and historical biogeography in the Caribbean basin. Journal of Caribbean Ornithology 17, 3-17

Lovette IJ and E Bermingham (1999) Explosive speciation in the New World Dendroica warblers. Proc R Soc Lond B 266:1629-1636

Lovette IJ and WM Hochachka (2006) Simultaneous effects of phylogenetic niche conservatism and competition on avian community structure. Ecology 87(7):S14-S28

Lovette, I., Pérez-Emán, J., Sullivan, J., Banks, R., Fiorentino, I., Córdoba-Córdoba, S., Echeverry-Galvis, M., Barker, F., Burns, K., & Klicka, J. (2010). A comprehensive multilocus phylogeny for the wood-warblers and a revised classification of the Parulidae (Aves) Molecular Phylogenetics and Evolution DOI: 10.1016/j.ympev.2010.07.018

Perez-Eman JL (2005) Molecular phylogenetics and biogeography of the Neotropical redstarts (Myioborus; Aves, Parulinae). Molecular Phylogenetics and Evolution 37:511-528


Sangster G (2008a) A new genus for the waterthrushes (Parulidae). Bulletin of the British Ornithological Club 128:212-215.

Sangster G (2008b) A revision of Vermivora (Parulidae) with the description of a new genus. Bulletin of the British Ornithological Club 128:207-211.

Sunday, July 27, 2008

The Winter Wren is multiple species!

ResearchBlogging.orgA new paper by David Toews and Darren Irwin (2008) finds evidence that there are at least two species of Winter Wren in North America rather than the one we previously assumed. Before you groan and say ‘oh not another split’, you should know that they didn’t split the Winter Wren based on a reading of phylogenetic trees – they split them based on their discovery of a contact zone where the two species don’t hybridize, thus qualifying as species under the strictest Biological Species Concept. I find it amazing that species that meet the most stringent requirements of species still exist waiting to be discovered in North America, and Toews and Irwin provide the model for seeking them out.

Winter Wren (Troglodytes troglodytes pacificus) in Vancouver (Source)

The Winter Wren (Troglodytes troglodytes*) has a Holarctic distribution, making it the only representative of the wren family (Troglodytidae) to leave the New World. It has long been recognized as variable, with as many as 44 subspecies diagnosed on variation in its extremely complex song as well as very subtle variations in barring, coloration, and morphometrics. Extensive work has already been done on the variation in this species, especially song variation. A recent phylogeny has also helped us understand the interrelationships of the various forms of this widespread species. Drovetski et al. (2004) found six distinct lineages using mitochondrial DNA, corresponding to different geographic populations:

Tree modified for clarity (I removed the sample names). Click to view full size.

Surprisingly, North American samples split into two different lineages, eastern and western, but these clades are not each other’s closest relatives. The western group is the basal group to all other winter wrens, whereas the eastern group is closer to all of the Eurasian populations. The Eurasian populations are split into four east-to-west lineages (Europe, Caucasus, Nepal, and East Asia). Analysis of song actually finds the same phylogeographic pattern – western North American wrens have a distinct song style, whereas eastern North American wren songs are more similar to those heard in Eurasia.

In North America there are three diagnosable subspecies groups – western birds (pacificus group), eastern birds (hiemalis group), and Aleutian birds (alascensis group). Eastern and western birds are divergent mainly in throat color, pacificus having a darker throat, and in song – pacificus has more higher frequency notes and more staccato trills. Aleutian birds are divergent from either in a larger size and paler coloration. In the Drovetski et al. phylogeny, the alascensis group is nearly identical to pacificus with almost no genetic divergence, despite the differences in coloration and size.

(Source: Dunn and Alderfer 2002)

Toews and Irwin, in their work examining contact zones between eastern and western divergent groups of birds (such as subspecies of Yellow-rumped Warbler, Audubon's and Myrtle), traveled to the eastern foothills of the Rockies in British Columbia and began looking for locations where the eastern and western groups of North American wrens came into contact. In Tumbler Ridge, they discovered locations where the eastern and western forms co-existed, and began their work using sound, morphometrics, and genetic analysis to answer the vexing species question.


Tackling this problem in avian taxa involves a specific set of questions. Where the two forms come into contact, is there a gradual change in traits (genetic, morphological, song, etc) as one would expect if there was gene flow between the two forms? Or, do the two forms overlap while maintaining their distinctive differences, indicating that they maintain reproductive isolation from one another? While people often think that the Biological Species Concept is all about whether the two forms will hybridize, the actual situation is more complicated. Even frequent hybridization can occur between species, yet reproductive isolation is maintained if strong selection against those hybrids occurs. In short, we have to apply as many different techniques as possible to assess whether two forms are reproductively isolated populations, and to what degree.

These same sets of data can also be applied to questions about why different forms are different. Are the differences and interactions between the forms consistent with ecological speciation, where morphological traits change as the two forms adapted in isolation from one another, before coming into contact again? Are the species divergent instead in behavioral or sexual traits, suggesting social or sexual selection played a role in the speciation event? We can use the answers to these questions to access other complicated bird groups and figure out the important mechanisms of speciation.

So what did Toews and Irwin find up on Tumbler Ridge? They found old growth forest where eastern and western Winter Wrens co-occurred, even sharing neighboring territories. They identified singing males based on song type, then captured many of the singing males and gathered data – does the singing type match the morphology? Does the singing type match the genetics? Is there any evidence of hybridization? They compared the birds at Tumbler Ridge with birds from control regions far away from the contact zone to see if they are more or less divergent.


Their analysis of morphometrics yielded no consistent results – no measurements were significant enough to consistently identify eastern versus western wrens although there are subtle differences in wing and tail length. Song differences are quite distinct between eastern and western birds with no overlap. The real kicker is the genetic analysis. They analyzed mitochondrial DNA as in the Drovetski et al. paper, as well as some nuclear DNA markers for an independent locus. All individuals analyzed matched perfectly in mtDNA to their previously identified song type – western songed birds had western DNA, and eastern birds had eastern DNA. The nuclear data also showed a perfect match, with one exception – one eastern mtDNA individual had some western nuclear DNA mixed in. This would be evidence of hybridization at the contact zone, except for the fact that this individual (a likely F1 hybrid with an eastern mother and western father) was found in one of the control regions sampled away from the contact zone in the range of the western form in British Columbia. This indicates hybrids can and do occur, but the fact that only one was found indicates reproductive isolation is still very strong.

Songs of eastern and western Winter Wrens, compared at and away from the contact zone
(click to view full size)

Analysis of songs, showing discrete differences between eastern and western birds but no significant differences across the range of either at and away from the contact zone
(click to view full size)

Toews and Irwin use their data to argue that eastern and western Winter Wrens are in fact reproductively isolated species based on several arguments:

The strong differences in song type are as distinct in allopatry as in sympatry, indicating they are good for diagnosing the different forms of Winter Wren and there is no pattern of gradual change between them.

Strong concordance between the mitochondrial DNA, the nuclear DNA, and song patterns, indicating there is little to no gene flow and no cultural learning of song crossing between the two forms.

The nuclear DNA divergence is just as strong in sympatry as in allopatry. If gene flow was occurring in any measureable level, then the two forms would be less genetically distinct closer to the contact zone.

The co-occurence of the Eastern and Western Winter Wrens could just be a fluke occurrence of recent generations, without allowing for hybrization and gene flow to fully kick in. This is not the likely case, however, as the two forms have been known from the general area for 50+ years.

These arguments present a very good case for a ‘new’ species in North America, a rare occurrence. There is some concern over low sample size in the contact zone, but if these two species were not reproductively isolated then the genetic signature should turn up even in the samples collected. The authors suggest calling the western group the Pacific Wren (Troglodytes pacificus) including the pacificus, salebrosus, and the Aleutian subspecies, while retaining eastern Winter Wrens and Eurasian birds as the Winter Wren (Troglodytes troglodytes) with subspecies hiemalis, pullus, and all of the old world groups.

Toews and Irwin’s work also provides some insight into why there are two very similar cryptic species of Winter Wren. Western and eastern birds are not divergent in morphometrics at the contact zone or in distant control locations. Where they do come into contact, there is no differentiation in habitat use – singing males of both species occupy territories right next to each other, even replacing one another from year to year. This suggests they inhabit essentially the same ecological niche, and ecological speciation in allopatry is not a likely hypothesis.

Instead, the most obvious difference between the taxa, consistent throughout their range, is song. Song is used in mate assessment, and can both lead to reproductive isolation via sexual selection and maintain isolation through assortative mating. This is seems to be the case in Winter Wrens, and adds more data to the growing recognition of the importance of song and sexual selection in bird speciation.

Song and mate recognition is a prezygotic barrier to gene flow – it prevents birds from mating in the first place, rather than preventing fertile offspring. Toews and Irwin hypothesize a potential postzygotic barrier to gene flow – the migratory divide between eastern and western wrens, with the Pacific Wren wintering along the Pacific coast, and the Winter Wren wintering in the southeast US. Migratory divides such as these have been shown to drive divergence in other birds, and this could help create and maintain reproductive isolation by selecting against hybrids who, because migration has a genetic component, would probably end up lost somewhere in Mexico.

This discovery is significant because it proves that strongly reproductively isolated species can still exist undiscovered in North America. I certainly don’t think we are going to find any completely unknown species, as are still being discovered in South America, Africa, and Asia, but we are not done with taxonomic surprises in North America. Given the previous phylogenetic results, I expected some differentiation between eastern and western Winter Wrens, but I envisioned a contact zone with hybridization, as seen in many other east-west divergences (Yellow-rumped Warbler subspecies, Baltimore and Bullock’s Orioles, Indigo and Lazuli Buntings, Rose-breasted and Black-headed Grosbeaks, Northern Flicker subspecies, etc).

One thing to take notice of is the degree of mitochondrial divergence between the winter wren species – about 8.8%, while the average divergence between North American sister species of birds is 1.8% (Johnson and Cicero 2004). I don’t think we can use percent divergence alone as a criterion for species, as it doesn’t necessarily correlate with the evolution of barriers to gene flow (it does indicate the independent evolution of lineages for some amount of time in the past). What we can do is look at it as a strong indication that something is going on, and investigate further. We already have some good test cases to identify more cryptic species in North American birds.

DNA barcoding papers have identified unusually large divergences in mtDNA in several species, including Solitary Sandpiper (Tringa solitaria), Warbling Vireo (Vireo gilvus), and Eastern Meadowlark (Sturnella magna). Have a look at the graph below from Hebert et al. (2004), which shows the maximum within-species divergence on the x-axis, against minimum between-species divergence within a given genus on the y-axis. As you can see, these three species are well out of place! The high divergence within Eastern Meadowlark is from the southwestern desert form Lilian’s Meadowlark, for which I believe a split is in the works. The Warbling Vireo has several distinct populations and may turn out to be two or even three distinct species. Solitary Sandpiper is the most intriguing. It has two described subspecies with some subtle coloration differences, and I’m not sure if any work has been done on a contact zone between the two. Someone needs to go look!


Finally, we are not be done with Winter Wrens! Within North America, the Aleutian island populations are divergent in morphology and color, and may be distinct from Pacific Wren even though they are only very subtly different in DNA. In Europe, there are four distinct mtDNA lineages. While I don’t think we can ever test reproductive isolation between eastern North American Winter Wrens and Eurasian birds, we can find areas to test in Eurasia between their clades. Who knows what we might find? If those lineages are shown to be reproductively isolated as well, then we would end up carving Winter Wren into as many as six cryptic but valid species.

People think systematists just keep revising species to keep themselves busy. The discovery of cryptic species of bird in North America proves we have a lot of meaningful work left to do.


* - Winter Wren, Troglodytes troglodytes of the family Troglodytidae, is probably not a Troglodytes! A phylogeny of the genus (which includes the House Wren complex, and several neotropical species), places Winter Wren outside of Troglodytes with respect to the neotropical Timberline Wren (Thryorchilus) and the Marsh and Sedge Wrens (Cistothorus) (Rice et al. 1999). Other studies find similar relationships (Gomez et al 2005, Drovetski et al. 2004 which places Winter Wren as sister to Cistothorus rather than Cistothorus + Thryorchilus + Troglodytes), but so far many people (including Toews and Irwin) have deferred taxonomic change to further study. Rice et al. 1999 say that Troglodytes aedon is the type species for the genus, meaning Winter Wren rather than the other species of Troglodytes needs to be renamed, and they suggest Nannus as the next available genus name for Winter Wren. I haven’t been able to look into their taxonomic references on the subject, but uBio says Troglodytes troglodytes was described by Linnaeaus 1758 and Troglodytes aedon by Vieillot 1809, so I’m not entirely certain why Winter Wren is the one that needs to be changed. I think the evidence is plenty sufficient to justify placing Winter Wren and Pacific Wren in the genus Nannus, and that name appears to be in use already in Europe - see this birdforum discussion on the subject.

References

Dunn JL, Alderfer J (2002) Field Guide to the Birds of North America 4th Ed. National Geographic Society, Washington.

Drovetski SV, Zink RM, Rohwer S, Fadeev IV, Nesterov EV, Karagodin I, Koblik EA, Red’kin YA (2004) Complex biogeographic history of a Holarctic passerine. Proceedings of the Royal Society B 271:545-551

Gomez JEM, Barber BR, Peterson AT (2005) Phylogenetic position and generic placement of the Socorro Wren (Thryomanes sissonii). Auk 122:50-56

Hebert PDN, Stoeckle MY, Zemlak TS, Francis CM (2004) Identification of birds through DNA barcodes. PLoS Biology 2:e310 Available online here.

Johnson NK, Cicero C (2004) New mitochondrial DNA data confirm the importance of Pleistocene speciation in North American birds. Evolution 58:1122-1130

Rice NH, Peterson AT, Escalona-Segura G (1999) Phylogenetic patterns in montane Troglodytes wrens. Condor 101:446-451

TOEWS, D.P., IRWIN, D.E. (2008). Cryptic speciation in a Holarctic passerine revealed by genetic and bioacoustic analyses. Molecular Ecology, 17(11), 2691-2705. DOI: 10.1111/j.1365-294X.2008.03769.x

Tuesday, July 8, 2008

Avian relationships - What do we know?

ResearchBlogging.orgThe Early Bird Assembling the Tree of Life research group just published a landmark study in Science looking at the higher-level relationships among birds (Hackett et al. 2008). I think this is the most comprehensive molecular phylogeny of the avian Tree of Life (TOL) to date, and it confirms and validates many new hypotheses of bird inter-relationships that have been proposed in the past ten years.

This work has already hit the blogosphere, with reviews by Grrlscientist, Christopher Taylor, and Greg Laden. I’d like to do two things with this post. First, I’d like to step through all of the major clades of the avian tree. I want to discuss the evidence supporting each clade, including why groupings that seem to clash with previous hypotheses (and common sense) may actually be correct. Second, I have a bad case of SIWOTI syndrome and want to correct some of the popular press reportings on the subject – particularly those that claim this paper is full of ‘new’ results. But I’ll keep it mostly about the birds, don’t worry.

So what new evidence does this paper bring to the table? The avian TOL has been tackled by many studies before. These include several molecular studies using mitochondrial and nuclear DNA, which have been increasing in breadth of sampling and depth of resolution of the tree over the years, including at least three other studies this year (Morgan-Richards et al, Brown et al, Chojnowski et al). Phylogenies based on morphological characters are also still being done, with the most complex recent work I know of being Livezey and Zusi (2007) analyzing a mere 2954 morphological traits.

The Hackett et al. study brings to the table the most comprehensive molecular phylogeny to date. In comparison to the 5007 base pairs of DNA sequence from five nuclear loci in 87 bird species used in Ericson et al. (2006), Hackett et al. (2008) use 32 thousand base pairs from 19 nuclear loci in 171 species. That’s a lot of pipetting! The chief benefit of using so many more loci is resolving power – each locus adds an independent dataset to the tree, strengthening clades and resolving the relationships in the tree. Compare the Ericson tree with the Hackett tree, and you’ll see the difference. The Ericson et al. tree gets many of the basic groupings, but leaves many relationships as polytomies (many branches from a single node on the tree) because they don’t have the data to resolve the true bifurcating tree. The Hackett et al. tree still contains a few polytomies, but the resolution of clades is some the best yet seen.

Ericson et al. 2006

Hackett et al. 2008


Hackett et al. (2008) actually present three trees in their work, which you may have seen on other posts. One is the real nuts and bolts tree, the actual results that show every taxa, as well as the support values for each node on the tree.



They then simplify the tree to give the big picture in terms of the explosive radiation of Neoaves, as seen by the very short distances between different groups on the tree, and in terms of the amount of variation in divergence among taxa. The length of each branch in this tree corresponds to the number of substitions in the DNA of that species, or roughly how divergent it is from the node it connects to. The species with really long branch lengths have undergone a lot of change and may be difficult to properly place in the tree.

This explosive radiation is important, because it has prevented us from fully understanding the relationships of the different bird groups. Figuring it out involves a lot of data – we need to find loci that evolve fast enough to ‘capture’ the divergence events in their genealogies, but that do not evolve so fast that relationships become masked by changing and re-changing the sequences (there are only four possibilities at each step in the sequence, after all). Basically, every time a population splits, the DNA in each population begins evolving in different ways at a certain rate. If the two populations split again before the DNA in each has evolved to the point where it is distinct from the DNA in the other lineage, then the history of the first splitting event is not recorded in the sequence data. Rapid radiations produce many such splitting events in a short period of time, making it very difficult to figure out just what went on using only sequence data.



The third tree is the most interesting for studying the taxonomy of birds. This one collapses all of the poorly supported nodes in the main tree, and gives the taxonomic history for each group sampled. This shows how our previous notions of avian taxonomy have been all scrambled, particularly with certain groups such as Pelecaniformes and Gruiformes.


I've combined pieces of these trees where relevant to aid discussion. If any of them are too small to read, just click on any picture to view it full size. The discussion below is only my take on some of these phylogenetic hypotheses. Many of them I have never researched before, and because of this I certainly may have missed key literature. If you think something is wrong - comment on it. Finally, I've included many pictures from the web to look at while reading (all should be properly cited to source). While reading about new phylogenetic hypotheses, take a look at the organisms involved, and compare their similarities and differences in your mind while you read about the evidence supporting them. To aid in this, as I don't expect most people to have a familiarity with every bird family out there, I've linked every family to a web page about them - mostly those from Don Roberson's excellent Bird Families of the World, and where he doesn't cover, Wikipedia.

Starting with the basal branch on the avian TOL:

Paleognathae

The oldest branch on the tree separates Paleognathae from the remaining birds, Neognathae. Paleognathae are the ratites, including the iconic flightless Ostrich, rheas, Emu, cassowaries, and the kiwi. Also in Paleognathae are the tinamou, an odd-looking group of around 50 species of flighted Neotropical birds, with heads too small for their rotund bodies. The separation of Paleognathae from the remaining extant birds has strong consensus, on account of various morphological characters, particularly skeletal characters in the roof of the mouth (gnath refers to jaw, Paleognathae are the old jaws, Neognathae are the new jaws), and now several strong molecular studies. Some molecular work (Harlid and Arnason 1999) suggested ratites might actually have been derived within the Neognathae, but their results are suspect because of sampling – they sequenced only a crow, a chicken, an ostrich, and a rhea, and therefore got the erroneous results that conflict with more recent studies with much better sampling.

Tinamidae: Tinamus major - Great Tinamou (Source)

Apterygidae: Apteryx owenii - Lesser Spotted Kiwi (Source)


The one very interesting finding that is noted in the Hackett et al. study is the placement of the tinamou within the ratite radiation. Many former classifications list two sister orders among Paleognathae – Stuthioniformes and Tinamiformes. This classification has been supported by previous work, such as the DNA-DNA hybridization of Sibley and Ahlquist or mtDNA studies by van Tuinen et al. (1998). The two groups are separated by the tinamou’s ability to fly, and the placement of tinamou as derived within the ratite lineages could suggest something so radical as the re-evolution of flight within the flightless ratites. Other work does give similar results, including a phylogeny by Chojnowski et al. (2008) based on several nuclear loci. Placing Tinamiformes inside Stuthioniformes in Hackett et al. appears to be a strong result, supported at every locus and partitioning method.


One does not need to invoke the re-evolution of flight to explain the position of the tinamou within the ratites. It is possible the the flighted ratite ancestors spread out across Gondwanaland, where several lineages evolved in parallel to fill similar nitches – the rheas in South America, the Ostrich in Africa, and the Emu, cassowaries, and kiwis in Australia. Meanwhile the tinamous in South America retained the ancestral flighted capabilities. The evolution of a trait in parallel among related lineages has been shown in another group – the whales and the evolution of a nose to a blowhole. If the fossil record for Paleognathous birds is decent, then tracing the evolutionary paths of these groups could be a very fruitful line of future research.

Galloanserae

The next major clade of birds on the tree is another well-known group. This division breaks the Neognathae into the Galloanserae and the Neoaves. The Galloanserae are so named because it is comprised of two orders of bird very familiar to people: Galliformes, the game birds, including pheasants, grouse, quail, and currasows; and Anseriformes, the waterfowl, including ducks, geese, swans, and a few related groups such as the screamers.


Anhimidae: Chauna torquata - Crested Screamer (Source)

Cracidae: Penelope jacquacu - Spix's Guan (Source)

I won’t say much about Galloanserae, as the Hackett et al. study posits no changes to the previously recognized ordinal relationships. These results do add additional, significant evidence to these two orders being a valid group, which has been disputed in the past.

Neoaves

Now we move into the Neoaves, containing the vast majority of living bird species, where the real heart of all avian phylogeny problems lies. The problem in reconstructing this phylogeny lies in the fact that it is a rapid radiation – the many major clades are believed to have arisen in such a short time period as to have very short branches between all of the different lineages, resulting effectively in a polytomy that papers such as Hackett et al. have set about trying to resolve. When this radiation of Neoaves occurred is a well-debated subject, revolving around whether the radiation occurred mostly before the K-T boundary when the dinosaurs were still around, or after. The Hackett et al. phylogeny does not seek to address such questions, however they do a good job of demonstrating how closely the various clades are related.


In this tree, the ratites are purple, the Galloanserae are orange, and the Neoaves are the rest.

The biggest division within Neoaves was recently proposed by Fain and Houde (2004). Based on the results of a single nuclear locus, beta-fibrinogen, they divided Neoaves into the Metaves (near-birds) and the Coronaves (crown-birds). This result was quite an upset, because it took several groups previously related groups and split them between Metaves and Coronaves, creating many examples of convergent evolution to ecological niches. A list of examples of feeding niches and comparison of the convergent groups in Metaves and Coronaves are presented by Fain and Houde (2004):


Hackett et al. join at least one other molecular study (Ericson et al. 2006) in recovering the Metaves/Coronaves split, but they call attention to the big caveat. Hackett et al. took the step of examining the effect of each molecular locus used on the topology of the tree, to determine what kind of signal each has. The only loci supporting the Metaves clade are beta-fibrinogen, originally identified in Fain and Houde (2004) and one other locus, out of 19 examined. The fact that only one or two loci drive this division is suspect, as it is possible for genes to form gene trees that are not concordant with the species tree we are attempting to recover. It is also problematic that mitochondrial studies do not recover the Metaves/Coronaves clades (Morgan-Richards et al. 2008, Brown et al. 2008). Determining whether the Metaves/Coronaves clade is an accurate representation of the avian tree of life will depend on further work.

“Metaves

Because of the uncertainty remaining about the distinction of Coronaves and Metaves, as well as general poor support for ordinal relationships within Metaves, I’ll treat the overall relationships here as unresolved. Several of the groups within Metaves are small families originally placed in larger groups elsewhere. We know they are distinct from their previous relationships although we’re not quite sure where to put them. The best thing worth noting is the presence of several robust groups within Metaves. Even if Metaves is done away with and their place in the overall tree changes, these individual groups are likely to remain valid.


Phaethontidae

The tropicbirds (Phaethontidae) are one of the small families originally placed elsewhere. Tropicbirds are three similar species of pelagic (ocean-going) birds somewhat similar in appearance to birds like gannets (Sulidae), with which they were formerly grouped in Pelecaniformes.

Phaethontidae: Phaethon aethereus - Red-billed Tropicbird (Source)

There is not total agreement among the molecular data now available, but Hackett et al. and other studies (Morgan-Richards et al. 2008) suggest that Phaethontidae represents an independent evolution of the pelagic lifestyle in birds. This is at odds with the morphological studies and a few molecular studies (van Tuinen et al. 2001, Brown et al. 2008), which place the tropicbirds with the other totipalmate Pelecaniformes. With morphological studies, there is always the risk that the characters used to build the phylogeny are the ‘wrong’ or uninformative characters. I wonder whether this may be a case of focusing on features more related to feeding morphology that could be arrived upon by convergence on similar lifestyles and other characters would be more informative of the tree the molecular work gives us. I hope more work is done to resolve the position of this family.

Pteroclidae + Columbidae - not a group

Another group split from its former close relatives in Hackett et al. are the sandgrouse (Pteroclidae). This is a group of 16 Old World species that inhabit plains and arid regions. They look like a blend of a dove and a grouse, and they have previously been allied with both of those groups, although almost all evidence now supports a close relationship to the pigeons and doves (Columbidae) with which they are often considered as the order Columbiformes.

Pteroclidae: Pterocles orientalis - Black-bellied Sandgrouse (Source)

Columbidae: Columbina talpacoti - Ruddy Ground-Dove (Source)

Morphology supports a sister relationship between pigeons and sandgrouse (Livezey and Zusi 2007), as do some molecular studies (Ericson et al. 2006). Hackett et al. show the Pteroclidae to have a close relationship with Columbidae (but not sister), but that relationship is one of the poorly supported nodes in Metaves. The precise relationship of Pteroclidae thus continues to remain enigmatic.

Mesitornithidae

A third small family of birds of enigmatic relationship in Metaves are the mesites (Mesitornithidae). This is a group of three terrestrial species endemic to Madagascar that have eluded convincing taxonomic placement. I believe they’ve often been considered in the order Gruiformes (with rails, cranes, and other terrestrial birds), but morphological studies have allied them with the buttonquail (Turnicidae) in the Charadriiformes (Livezey and Zusi 2007), and molecular studies have put them in various relationships. Hackett et al. show some support for a relationship within Metaves with Columbidae. While this relationship has more support than some of the other groups in “Metaves”, it is still relatively weak and it may end up better allied with other groups in Metaves. This is one odd group that deserves focused attention to figure out its proper relationship.

Mesitornithidae: Monias benschi - Subdesert Mesite (Source)

Podicipediformes + Phoenicopteriformes

One well-supported clade in Hackett et al. is the sister relationship of grebes (Podicipediformes) and flamingos (Phoenicopteriformes). Contrary to the reporting in the popular media, this clade was no novel surprise in this study, but was a confirmation of a relatively new phylogenetic hypothesis. The ~20 species of grebe are aquatic diving specialists, with lobed feet and legs positioned so far back on their body for underwater propulsion that they can barely walk. The grebes were originally allied with the loons (Gaviiformes), aquatic divers with similar morphology, but this has long been recognized as a case of convergent evolution on a highly specialized niche, and no recent molecular data support a close relationship of grebes and loons. The flamingos include six living species of charismatic, pink, long-legged, wading, filter-feeding, crazy-billed birds that basically look nothing like grebes. Flamingo relationships have variously jumped around, but the most consistent relationships have been with similar long-legged wading species such as storks and ibises in Ciconiiformes. Some also propose a relationship with the wading birds in the shorebird order Charadriiformes. The grebes and flamingos are two enigmatic taxa with a decent fossil record, with records of modern-appearing grebes and fossils stretching back to the Oligocene (~25 million years ago) but little record before then.

Podicipedidae: Aechmorphorus clarkii - Clark's Grebe (Source)

Many molecular studies, regardless of support for Metaves or not, support a sister relationship of grebes and flamingos (van Tuinen et al. 2001, Chubb 2004, Ericson et al. 2006, Brown et al. 2008, Hackett et al. 2008, Morgan-Richards et al. 2008) that I don’t believe had previously been considered. While some morphological phylogenies still cluster the grebes with the convergent loons (Livezey and Zusi 2007), the molecular work prompted Gerald Mayr and others to take a closer look at morphology and fossil evidence. Mayr (2004) found a variety of evidence for morphological synapomorphies (shared derived characters, in other words, unique characteristics that define clades and are not all present in their ancestors) defining a clade of grebes and flamingos. While some have disputed these characters (Storer 2006), virtually all molecular work now supports this relationship so they are probably valid. They include skeletal and muscular characters, including the distinctive shape of certain vertebrae and unique muscle attachment sites on the humerus. Another unique character of this clade is a chalky layer of amorphous calcium phosphate on the eggs, something shared only by Megapodes (Galliformes). A few various other bird groups can have amorphous calcium carbonate layers on the eggs. I don’t know the difference, but it sounds like an interesting feature of the eggs of grebes and flamingos that links them. Overall, the synapomorphies linking flamingos and grebes are potentially difficult to explain as convergences, because of the different lifestyles and corresponding adaptations of the two. Shared recent ancestry seems more likely.

Flamingo foot (Source)

Grebe foot (Source)

Finally, Mayr (2004) notes another morphological character in a fossil flamingo relative that links grebes and loons. Grebes have skeletal canals encasing tendons on the tarsi. In flamingos, the canal is not enclosed, but in the fossil Paleolodus, the canal is partially enclosed. Paleolodus is a fossil genus belonging to a family considered sister to living flamingos, and it is believed to have a more swimming aquatic lifestyle than flamingos, representing an intermediate niche linking what was likely a fully aquatic ancestor to grebes, Paleolodus, and flamingos. Despite this, flamingos and grebes still have very different external foot appearances (see above) which have caused taxonomic confusion before.

All of this evidence combined convinced Mayr to name the flamingo-grebe clade one of the best supported order-level clades in Neoaves. Sangster (2005a) christened the flamingo-grebe clade as the superorder Mirandornithes, the wonderful birds. They truly are.

Eurypygidae + Rhynochetidae

Eurypygidae: Erypygia helias - Sunbittern (Source)

Rhynochetidae: Rhynochetos jubatus - Kagu (Source)

Once more, we have two very different-looking oddball taxa that the molecular work strongly supports a sister relationship for. In this case, we have the monotypic Kagu (Rhynochetidae) of New Caledonia (northeast of Australia), and the monotypic Sunbittern (Eurypygidae) of the Neotropics. They are very different from one another in appearance, although they are similar in habitat: both are terrestrial species of forests. They share powder down, modified feathers that produce a dust they coat their plumage with during preening. They also share a unique behavior of raised wing displays, with contrasting coloration.

Sunbittern wing display (Source)

Kagu wing display (Source)

The sister relationship of these two taxa is not a new proposal. Morphology studies have sometimes placed them as sister taxa within Gruiformes, along with cranes, rails, and finfoots, among others (Cracraft 1982, Livezey and Zusi 2007). Many molecular studies do not sample widely enough to include these two oddball taxa, although several recent studies all support a sister relationship (Fain and Houde 2004, Ericson et al. 2006, Hackett et al. 2008). Fain and Houde (2004) roughly estimate a divergence time of 35 million years ago (Oligocene) around the time of the break-up of the widespread tropical forests that existed at the time. Fain and Houde also cite an Eocene fossil Messelornis as a sister genus to the Sunbittern, and Cracraft (1982) suggest that fossils from New Zealand of the flightless, Moa-like Adzebills belong in Rhynochetidae (although these fossil’s relationships are not solidly resolved), suggesting a much broader distribution from the family. It is likely that the Kagu and Sunbittern are relicts of a lineage after the Gondwanaland breakup. Even if their biogeographic origin and wildly different plumage isn’t well explained, both morphology and molecular data support this puzzling relationship.

Caprimulgiformes + Apodiformes

The final good clade among the ‘Metaves’ that has people scratching their heads indicates that the hummingbirds and swifts (Apodiformes) have evolved within the nightjars and relatives (Caprimulgiformes). The more I consider this proposed clade, the more it makes a lot of sense. In the Apodiformes, we have three families: the hummingbirds (Trochilidae), extremely adapted for aerial, hovering flight to support their nectivory; the treeswifts (Hemiprocnidae) which are long-winged aerial insectivores and quite similar to the swifts (Apodidae), although the treeswifts retain a hind toe that allows them to perch, while the swifts have reversible hind toes that allow them to place all four toes forward (pamprodactyl) and cling to vertical surfaces instead of perching (which they essentially never do). Hummingbirds contain over 300 living species restricted to the New World, with most of their diversity concentrated in the Neotropics. Swifts are found worldwide, with around 80 species, and the treeswifts are four species restricted to southeast Asia.

Hemiprocnidae: Hemiprocne comata - Whiskered Treeswift (Source)

Apodidae: Cypseloides and Streptoprocne (Source)

Caprimulgiformes consists of five to seven families (depending on your splitting preferences). All are cryptically colored, nocturnal birds that feed primarily on insects (with one prominent exception). Many are aerial insectivores and have fairly long wings supporting this lifestyle. The nightjars take this to the extreme, approaching swifts in shape with long, narrow, pointed wings and highly aerial lives. The different families include:

The Oilbird (Steatornithidae), a strange monotypic species in northern South America that is a nocturnal, cave-dwelling forager of palm fruits. This is the oddball taxa of the Caprimulgiformes.

Steatornithidae: Steatornis caripensis - Oilbird (Source)

The potoos (Nyctibiidae), another neotropical group of seven species. These birds look and act like branch snags, and are sally out for insect prey at night.

The frogmouths (Podargidae, sometimes split into Australian Podargidae and Asian Batrachostomidae) are 12 species of big, bulky Caprimulgiformes from southeast Asia and Australia.

The nightjars and nighthawks (Caprimulgidae, with eared nightjars sometimes split as Eurostopodidae) are nocturnal aerial insectivores with around 80 species found worldwide.

Caprimulgidae: Chordeiles minor - Common Nighthawk (Source)

The owlet-nightjars (Aegothelidae) are 8 Austra\lasia species of long-winged and long-tailed aerial insectivores with really funny-looking faces.

Aegothelidae: Aegotheles cristatus - Australian Owlet-Nightjar (Source)

The owlet-nightjars are actually the ‘bridge’ group between the rest of the Caprimulgiformes and the Apodiformes. In Hackett et al., they are found to be the sister group of the Apodiformes, and these families are clustered within the five main Caprimulgiformes lineages. This basically posits that the diurnal super-specialized aerial swifts and the diurnal nectivorous aerial hummingbirds derived from ancestors much like the various lineages of nocturnal aerial insectivores. The alternative hypothesis would be for nocturnal aerial insectivory to have evolved independently among the five main Caprimulgiformes lineages.

This molecular result is not brand-new, but it does lend heavy support for this hypothesis among other hypotheses of Apodiformes and Caprimulgiformes relationships. Not many previous molecular phylogenies sampled enough of the Caprimulgiform lineages to accurate test this hypothesis, but of those that do, Ericson et al. (2006) and Mayr and Clarke (2003) found similar results. A few phylogenies have suggested that Caprimulgiformes and Apodiformes may not be a valid grouping, but most now do, with Livezey and Zusi (2007) and Mayr and Clarke (2003) recovering this relationship in morphological studies. Livezey and Zusi (2007) and Brown et al. (2008) also recover a monophyletic Apodiformes + Caprimulgiformes grouping, but place the Aegothelidae and Apodiformes as a clade sister to the Caprimulgiformes rather than as derived within it. Taken all together, this lends very strong support for Caprimulgiformes and Apodiformes being a valid grouping, and this was recognized as early as 1867 by TH Huxley who named this clade Cypselomorphae. Sangster (2005b) gave the name Daedalornithes to the Aegothelidae + Apodiformes clade, named after Daedalus of Greek mythology who built wings and flew with Icarus. Sangster gave this clade this name to recognize their great flight talents.

The linking of Apodiformes with the owlet-nightjars and Caprimulgiformes isn’t just the DNA talking. There are actually a growing number of fossils in the Apodiformes lineage that blurs the gaps. In particular, Mayr provides an overview of recently described hummingbird fossils from Europe (!) that show varying stages of development towards the hovering flight style (see his review here). One fossil beats all the rest in suggesting the linkage between the hummingbirds and owlet-nightjars: Parargornis. This ~47 million year old bird is identified as a very early hummingbird based on skeletal characters, yet it has a bill and feathering that resembles an owlet-nightjar (and not a swift).

Parargornis - Mayr 2005

One final linking of hummingbirds, swifts, and Caprimulgiformes are certain behavioral traits that pop up in certain lineages. One behavior is torpor – a deep metabolic shutdown that occurs when birds have to deal with extreme demands for energy while keeping warm at night. Torpor is a fairly rare phenomenon in birds, being recorded in only a few families. Interesting, four of those families are swifts, hummingbirds, nightjars, and frogmouths! The only non-Cypselomorphae examples I could find are the swallows and the mousebirds (Coliiformes).

A second behavior linkage may surprise you – echolocation. The oilbird and a clade of swifts known as the swiftlets (Aerodramus and Collocalia) have both evolved the use of audible clicks to help them navigate in dark caves. I don’t know if these behavior traits have been studied to see if they are actual unique features of Cypselomorphae or just independent evolutions of a trait for a particular niche, but it is interesting to note.

As in the flamingo and grebe clade, recent fossil and morphological evidence is supporting new recent molecular hypotheses in the relationships of these birds. Even though the hypothesis of a close relationship of Caprimulgiformes and Apodiformes is nothing new, we now have a strong body of evidence to support it and to show some of the evolutionary history of the group.

“Coronaves”

I’ve covered all of the well-resolved relationships with the purported “Metaves” clade. All of those relationships don’t make up the bulk of avian diversity, however. The bulk lies in the remaining groups of bird, called “Coronaves”, and consists of several well-defined big groups of birds. The relationships among these groups, and whether they all belong as one overall clade “Coronaves” is not resolved with certainty yet, just as is the case with “Metaves” above. The reason for this is once again beta-fibrinogen, rearing its ugly head. Gene-jacknifing analyses in Hackett et al. identify beta-fibrinogen as the main source of information driving the Metaves-Coronaves split. The same gene-jacknifing analyses also identify beta-figrinogen as the sole locus responsible for several relationships within “Coronaves”: the sister relationship between the ‘landbird’ clade and the shorebirds (Charadriiformes) for one, and it also holds together the “waterbirds + core Gruiformes + Turacos + Cuckoos” clade. Once again, I don’t trust the reliance of one locus as a true phylogeny, and unfortunately Hackett et al. do not provide alternative trees that are produced without beta-fibrinogen. In addition, while Hackett et al. resolve many of the inter-clade relationships within “Coronaves”, as opposed to Ericson which left them as several large polytomies, the support for some of these nodes is pretty weak. So, when you collapse the weak nodes of the tree, you get:


Also compounding any review of these groups is the fact that many previous studies recover different results. While I think that the Hackett et al. study is the best phylogeny yet produced, based on the extent of sampling and the number of loci they use in analysis, there is not as much extensive literature to back up some of these clades. Here is an overview of the well-resolved clades that remain.

Waterbirds, Gruiformes, Cuckoos, and more

This clade consists of a large group containing several waterbird orders, the turacos (Musiphagiformes), a third group containing the remaining ‘core’ Gruiformes (i.e. not those split out into “Metaves”) and the cuckoos. As I’ve just stated, the relationships of these four groups – waterbirds, turacos, gruiforms, and cuckoos, are held together in the tree by beta-fibrinogen, and will likely end up not in the between-clade relationships defined in Hackett et al.

Cuckoos, Turacos, and the Hoatzin - not a group

One thing that you can take away from this paper is that the turacos (Musiphagiformes), the cuckoos (Cuculiformes), and the Hoatzin (Opisthocomidae) are likely not closely related. Various previous taxonomies have either kept these as separate, order-level groups, or has lumped them into one, Cuculiformes. I have generally considered keeping these families as one order as a relationship that just kind of ‘makes sense’ based on overall impression of the birds. Indeed, some can approach each other in general shape and habits and they show a progression of foot morphology (Hoatzin are anisodactyl (the default foot morphology), turacos are semi-zygodactyl, cuckoos are zygodactyl).

Cuculidae: Phaenicophaeus sumatranus - Chestnut-bellied Malkoha (Source)

Musophagidae: Tauraco porphyreolophus - Purple-crested Turaco (Source)

On the other hand, some of them can look pretty divergent, and cuckoos are mainly insectivorous while turacos are mainly fruit-eaters and the Hoatzin is a leaf-eater. While some morphology studies link them (Livezey and Zusi 2007), no recent molecular phylogeny that I’ve looked at supports Musophagidae and Cuculidae as being sister taxa (Brown et al. 2008, Ericson et al. 2006, Chojnowski et al. 2008). So much for my general impression!

Musophagidae: Corythaeola cristata - Great Blue Turaco (Source)

Cuculidae: Coccyzus americanus - Yellow-billed Cuckoo (Source)

Opisthocomidae: Opisthocomus hoazin - Hoatzin (Source)

Then there is the Hoatzin. This bird is considered one of the most enigmatic of modern Aves, with no clear relationships emerging even with the molecular phylogenetics of the past 20 years. It has been allied by early molecular data with the cuckoos and turacos, but more recent work has erased that link. Hackett et al. do not solve this puzzle. They place the Hoatzin as a basal member of the waterbird-cuckoo-gruiform clade, but with very weak support. As Christopher Taylor puts it:

The hoatzin is famed for its vile odour and loud call, as it laughs derisively and farts insolently at the unfortunate systematists it has reduced to tears through its intransigence.

So, while the cuckoos seem to cluster pretty well with the Gruiformes, the placement of turacos and the Hoatzin in the Hackett et al. tree is not altogether robust. It is interesting to note that they are all grouping within the same general clade on the tree, even if the exact relationships are not yet known with good support.

core Gruiformes and Bustards

At least four families formerly considered to be in the order Gruiformes have fallen well outside of the other, “core” Gruiformes in the tree in Hackett et al. (Rhynochetidae and Eurypygidae, Seriamidae, Mesitornithidae). Some have referred to this order as a ‘grab-bag’ or ‘trash’ taxon, where lots of families are grouped without very strong support for their actually being related. Well, that certainly appears to be the case. Yet one more split is evident when you examine the overall Gruiformes + Cuculiformes clade – the bustards (Otididae) fall outside of the core Gruiformes with respect to the cuckoos, and indeed the core Gruiformes, the cuckoos, and the bustards are three groups held together in the tree only by beta-fibrinogen, so its possible that the bustards are even farther away from the core Gruiformes than this. The bustards are an Old World family of 25 species. They are big, bulky, terrestrial birds that bring to mind a blend of cranes, grouse, and ratites. They include the heaviest flying bird species (Kori Bustard). Their relationship with the Gruiformes has been based on morphology (Livezey and Zusi 2007), but interestingly, their sister family in that study also has turned out not to be a Gruiform (Cariamidae, see below).

So what’s left? The core Gruiformes is a solid clade consisting of two lineages: In one lineage (Grui): the trumpeters (Psophiidae), 3 species of neotropical terrestrial birds; the cranes (Gruidae), 15 species of tall birds in the Old World and North America; and the Limpkin (Aramidae), a monotypic wading species of the neotropics.

Psophiidae: Psophia crepitans - Grey-winged Trumpeter (Source)

In the other lineage (Ralli): the coots, rails, and moorhens (Rallidae), a worldwide family of 140 species of mostly wetland species (although they occupy many terrestrial niches), and the Sungrebe and finfoots (Heliornithidae), three species of unusual waterbirds found in the Neotropics, Africa, and southeast Asia. These have the incredible unique habit of being able to carry young in flight in pouches in their armpits – I kid you not! Interestingly, a group of African rails called the flufftails (Sarothrura) are found in Hackett et al. to not be in the Rallidae proper but instead are sister to Heliornithidae. A recent phylogeny of the core Gruiformes (Fain et al. 2007) recovered these same relationships, but unfortunately didn’t sample the flufftails to see if they are meritorious of splitting into a different family – I would bet they are, given the otherwise consensus between the two studies.

Heliornthidae: Heliornis fulica - Sungrebe (Source)

Rallidae: Sarothrura elegans - Buff-spotted Flufftail (Source)

Waterbirds clade

The big ‘waterbirds’ clade recovered in Hackett et al. was new and surprising for me. It brings together five orders of birds into one monophyletic clade (jumbling a few of them up a bit) united by their common use of aquatic niches. While the focus elsewhere in this review has been on remarkable convergences based on niche adaptations, it is also remarkable to find so many birds of aquatic niches but separate orders still together in one clade. A summary of what overall waterbird relationships used to look like was published by van Tuinen et al. (2001):


Morphology studies more recent than those summarized in van Tuinen continue to show a clade of most of the waterbirds (Livezey and Zusi 2007). The molecular work, all things considered, has not blown those relationships apart, but has removed a few groups already discussed (grebes, flamingos, tropicbirds, etc) and kept most of the remaining waterbird group intact. Almost all recent molecular work shows similar results to those found in Hackett et al., except where poor sampling and few loci prevent the recovery of any decent results (Brown et al. 2008, Chojnowski et al. 2008, Ericson et al. 2008, van Tuinen et al. 2001, etc). It is especially worth noting that, while the mitochondrial and nuclear phylogenies of the avian tree often differ at many points, the recent mtDNA study confirms a waterbird clade and the relationships within it (Morgan-Richards et al. 2008). Hackett et al., as with every other major group covered so far, brings better sampling and better resolution to the tree, so we can be pretty confident in the relations within it.

So, what are the waterbirds? The basal members of the clade are the loons (Gaviiformes), five species of highly modified foot-propelled divers (similar to grebes) that are distributed across the Northern hemisphere.


The remaining four orders are split into two clades. One clade contains the penguins (Sphenisciformes) and the tubenoses (Procellariiformes). The well-known penguins are highly adapted diving birds, flightless and using their flippers (can you really call them wings anymore?) for underwater propulsion. There are about 20 species distributed in the southern hemisphere… okay, really, do I need to talk about penguins much? Everyone knows a penguin.

Procellariiformes are the pelagic tubenoses –ocean-going, highly aerial birds dispersed across every ocean of the world. There are around 125 species in four families, the albatrosses (Diomedeidae), petrels and shearwaters (Procellariidae), the diving-petrels (Pelecanoididae), and storm-petrels (Hydrobatidae). Interestingly, the two sampled storm-petrel genera (Oceanites and Oceanodroma) are not together in the tree, suggesting there are two distinct families. On the other hand, the diving-petrels are found within the Procellariidae in Ericson et al. (2006), suggesting those two families should be lumped. See Penhallurick and Wink (2004) and Kennedy and Page (2002) for review of the familial systematics within Procellariiformes. In the photos below, note how the shearwater is built for flying over the ocean (long, narrow wings to ride the winds) while the diving-petrel is much stockier with shorter wings - built more for diving, yet both retain the same general appearance.

Hydrobatidae: Oceanites oceanicus - Wilson's Storm-Petrel (Source)

Procellariidae: Puffinus gravis - Great Shearwater (Source)

Pelecanoididae: Pelecanoides garnotii - Peruvian Diving-Petrel (Source)

The sister relationship of penguins with the Procellariiformes isn’t one that makes a whole lot of sense, but the at least some morphology studies (ie Livezey and Zusi 2007) recover this relationship, so there are probably some skeletal traits not immediately apparent that link the diving penguins with the soaring tubenoses. In addition, Wikipedia has a decent review of penguin fossil record, which stretches back at least to 62 million years ago, indicating just how old the divergence between penguins and tubenoses is.

The second clade of waterbirds contains the Ciconiiformes, characterized by tall wading groups (herons, storks, and the like), and the Pelecaniformes, shorter-legged groups with different foraging methods: the cormorants (Phalacrocoracidae), frigatebirds (Fregatidae), gannets and boobies (Sulidae), anhingas (Anhingidae) and pelecans (Pelecanidae). Within this clade of waterbirds, most of the Pelecaniformes families and most of the Ciconiiformes families form distinct lineages… with two notable exceptions.

Basal to either of these two lineages are the storks (Ciconiidae) – around 20 species found almost worldwide. These are large, tall birds of wetlands and grasslands. They include some of the ugliest birds alive, such as this:

Ciconiidae: Leptoptilos javanicus - Lesser Adjutant (Source):

The other major exception are the pelecans (Pelecanidae). These are huge, bulky birds well known for their huge gular pouches for scooping up fish and pigeons:



Instead of being found in the clade of the other Pelecaniformes, with which they share such features as totipalmate feet, the pelicans are found within the Ciconiiformes clade, with the herons (Ardeidae), the Hamerkop (Scopidae), the Shoebill (Balaenicipitidae), and the ibises and spoonbills (Threskiornithidae) – all long-legged waders. It is also worth noting that within this group, two odd, different monotypic families yet again turn out to be sister (like the Kagu and Sunbittern): the Hamerkop and the Shoebill from Africa.

Balaenicipitidae: Balaeniceps rex - Shoebill (Source)

Scopidae: Scopus umbretta - Hamerkop (Source)

The placement of the pelecans and the storks in the waterbird clade has the amusingly ironic result of each family not being found within the order sharing its name! There are at least several previous molecular studies that find this kind of relationship (Ericson et al. 2006, van Tuinen et al. 2001). I look forward to the contortions the taxonomic authorities will have to go through to sort out this mess.

Shorebird Clade - Charadriiformes

The shorebirds stand alone in their own clade, the Charadriiformes, with no real mix-ups presented in Hackett et al. The shorebirds include the sandpipers (Scolopacidae), plovers (Charadriidae), gulls (Laridae), auks (Alcidae), jacanas (Jacanidae), seedsnipe (Thinocoridae) and several more families, and are a diverse group in general united by there preferences for ‘shore’ or aquatic edge habitats – although they have colonized most habitats everywhere from the Himalayas to the Antarctic. Some reporting on the Hackett et al. study report the grouping of the buttonquail (Turnicidae) in the Charadriiformes is a novel result – this is of course not true. Strong molecular phylogenies of the Charadriiformes have been coming out in the last five or so years (many from Alan Baker’s lab) supporting Turnicidae in the Charadriiformes (Paton and Baker 2006, Ericson 2006, to name a few), and new morphological and fossil evidence also places Turnicidae in Charadriiformes (see Mayr 2007 for a review) rather than its former treatment as either a Gruiform or its own order.

Turnicidae: Turnix suscitator - Barred Buttonquail (Source)

Thinocoridae: Thinocorus orbignyianus - Gray-breasted Seedsnipe (Source)


Landbird Clade

The last remaining grouping of Neoaves, labeled the “landbird clade”, is a grab-bag of what’s left in the avian tree. Unfortunately, while the overall clade has strong support, many of the relationships within this clade were not very strongly supported, so the most practical thing to do is to collapse the unsupported relationships into a polytomy until we can resolve them better. This leaves two big groups – one containing Passerines and a few other surprising relatives, and another containing kingfishers, woodpeckers, and allies – and a few smaller groups of uncertain exact affinities. I’ll start with these smaller groups.


“Falconiformes”

The order Falconiformes, the birds of prey, used to consist of three big families linked by morphology and habits – the scavenging New World vultures (Cathartidae), the cheetahs of the sky, the falcons (Falconidae), and the hawks, eagles, Old World vultures, and kin (Accipitridae). Hackett et al. and a few previous studies support the removal of Falconidae from this group, meaning this is another case where the family sharing the order name has been placed outside of the rest of that order! This leaves Accipitridae, Cathartidae, Pandionidae (the Osprey), and Sagittariidae (the Secretary-Bird) in an order without a proper name – I’ve seen suggests for Accipitriformes already.

Coliiformes

Coliidae: Colius striatus - Speckled Mousebird (Source)

Molecular and morphological studies have bounced the poor african mousebirds (Coliidae) around from group to group, although most of them ally the mousebirds with some member of the ‘landbird clade’. In Hackett et al., their relationships within the landbird clade are not resolved, as their position in the tree receives very weak support. Someday they will find a home…

Strigiformes

The owls (Strigidae, and the barn owls, Tytonidae) are another stand-alone order, like the Coliiformes, that have been bounced around taxonomically. They share traits related to their raptorial habits with the Falconiformes (the old sense, not the new), but they also share traits with the nocturnal Caprimulgiformes, and there have been morphological and molecular studies supporting both views. The owls definitely seem to belong in the land birds clade, but as with all of the land bird groups the exact relationships aren’t yet clear.

Coraciiformes + Piciformes + Trogoniformes

This clade of birds is made up of several fairly similar groups – the Coraciiformes, the Piciformes, and the Trogoniformes – although the distribution of families within this clade mixes up the definitions of those orders. One feature that united these orders was toe arrangement – the trogons have heterodactyl feet, the piciforms have zygodactyl feet, and the coraciiforms have syndactyl feet.

Toe Arrangements (Source) - a) anisodactyl, the default in birds, three forward, one back b) zygodactyl, two forward, two back c) heterodactyl, two forward, two back, but different toes than in zygodactyl d) syndactyl, two forward fused e) pamprodactyl (see swifts)

The Trogoniformes (containing the single family Trogonidae) are cavity-nesters with a unique foot morphology that have been yet another mystery group drifting in their own order.

Trogonidae: Trogon rufus - Black-throated Trogon (Source)

The Piciformes included the neotropical jacamars (Galbulidae) and puffbirds (Bucconidae), the barbets and toucans (split from one to five families, Megalaimidae, Lybiidae, Capitonidae, Semnornithidae, and Rhamphastidae), the African honeyguides (Indicatoridae), and the woodpeckers (Picidae). In general these groups share a common foot morphology and a burrow- or cavity-nesting tendency.

Galbulidae: Galbula ruficauda - Rufous-tailed Jacamar (Source)

The Coraciiformes included the kingfishers (Alcedinidae), todies (Todidae), motmots (Momotidae), bee-eaters (Meropidae), rollers (Coraciidae), ground-rollers (Brachypteraciidae), Cuckoo-Roller (Leptosomatidae), Hoopoe (Upupidae), wood-hoopoes (Phoeniculidae), and hornbills (Bucerotidae) (got all that?). The Coraciiformes also share a foot morphology and a common tendency to nest in burrows or cavities.

Meropidae: Merops bullockoides - White-fronted Bee-eater (Source)


Hackett et al. sampled most of these families and found some paraphyletic relationships. The basal member of the overall clade is Leptosomus, the monotypic Cuckoo-Roller from Madagascar. This is a unique bird in appearances, and unlike its former close relatives in Coraciiformes, it actually has semi-zygodactyl feet. The next group in the clade are the trogons. The actual support for their placement here is one of the weaker points in the clade, so it may end up being changed a little, but I think the evidence is now clear that this overall clade is where the trogons finally belong. Then, we come to the Coraciiformes and Piciformes, and discover that the Piciformes is actually nested within two lineages of what we’ve been calling Coraciiformes. The basal lineage of Coraciiformes are the hornbills, hoopoes, and wood-hoopoes of the Old World. The Piciformes maintain their monophyly, with three main groups – the jacamars and puffbirds in the New World, the barbet-toucan clade spread across South America, Africa, and tropical Asia, and the worldwide woodpeckers together with the African honeyguides. The remaining Coraciiformes contain the Old World bee-eaters and roller families, neotropical motmots and todies, and the worldwide kingfishers.

Leptosomatidae: Leptosomus discolor - Cuckoo-Roller (Source)

Phoeniculidae: Phoeniculus purpureus Green Wood-Hoopoe (Source)

What to do about this taxonomy? This, like the waterbird clade, is going to take a little bit of order re-arranging. I’ve already seen suggestions to name the Hoopoe-Hornbill group the Bucerotiformes or Upupiformes, to retain the traditional core group names of Piciformes and Coraciiformes. I could also see lumping the whole group under one order name, to give attention to the many commonalities throughout the group such as burrow and cavity nesting. On the other hand, the interesting pattern of evolution of foot morphology (and possibly other morphological distinctions that I am sure are present) may warrant recognition.

Seriama-Falcon-Parrot-Passerine clade

This unusual and novel clade was, as best as I have found, first recovered by molecular data in Ericson et al. (2006). The relationships between the four main groups are not all that well worked out – they have poor support on the tree, and were a polytomy in Ericson et al. Mitochondrial data have not shown any support for a clade like this (Morgan-Richards et al. 2009, Brown et al. 2008), and morphology I don’t believe has ever put these groups together. The four groups, briefly, are the Passeriformes, the perching birds, which account for half of the world’s bird species, the parrots, cockatoos, and lories, in the Psittaciformes, the falcons (removed from their former hawk relatives), and the two species of Seriema (Cariamidae), which are odd, long-legged relict species from South America that were formerly allied with the Gruiformes.

Cariamidae: Cariama cristata - Red-legged Seriema (Source)

There is fairly good support among many recent molecular phylogenies for separating Falconidae from its Falconiformes relatives, although its placement varies (Ericson et al. 2006, Brown et al. 2008, Morgan-Richards et al. 2008, Chojnowski et al. 2008, Fain and Houde 2004). There is less molecular support for separating the seriemas from the Gruiformes, mostly because few phylogenies sample it. Fain and Houde (2004) suggest it is distinct but not in the relationships suggested by Hackett et al.

In general, because this is one of the newest proposals (the closest one of any of those discussed that counts as a ‘new finding’ for the Hackett et al. study), almost no phylogenies recover similar relationships, these are four distinct groups of birds that don’t have distinct relationships with anybody in the tree, and relatively weak support in the tree, I don’t think any changes should be made based on this paper alone. In fact, given these arguments, I am very surprised the this clade is touted as one of the main findings of this paper. I guess you gotta go with what makes headlines…

Final Remarks

Birds are awesome. Figuring out their evolutionary history just makes them even cooler. The new phylogeny in Hackett et al. is certainly not the last, but my intent here was to try to figure out just which groups of birds are almost certainly closely related, and to start to see a window into their evolution.

All throughout this piece, I've stressed the fact that almost nothing in Hackett et al. is a revolutionary hypothesis, despite the popular reporting. In fact, I am skeptical the only truly 'new' hypothesis in this paper, the relationships of seriemas, falcons, parrots, and passerines, precisely because there is no previous body of work to support it (and it is not the strongest relationship in the tree). This paper does not present a total shake-up of the avian tree of life, but it does represent a new landmark for the TOL in completeness and robustness of the tree. Greg Laden has a good discussion on these points, particularly how the modern avian TOL was first really shaken out by the DNA-DNA hybridization of Sibley and Alquist, and everything since then is refinement of the framework that they layed out.

Another major theme throughout the avian TOL is the adapatation to particular niches and particular body plans in many different parts of the tree. Here's just a few examples of the independent evolution of these bird 'types':

Heavy-bodied diving birds - grebes, loons, penguins, diving-petrels, auks, some ducks, and more
Long-winged pelagics - gannets, tubenoses, tropicbirds, some terns
Long-legged waders - flamingos, limpkin, ciconiiformes, some shorebirds
Raptorial birds - hawks, falcons, owls, shrikes
Long-legged savannah birds - ratites, seriemas, secretary-bird
Aerial insectivores - swifts, swallows
Nocturnal predators - owls, frogmouths

These examples don't even fully cover the diversity and many convergences within Passerines! This sort of comparison is just the start of the research possibilities that a robust avian tree of life can lead to. Phylogenies are more than just about systematists keeping themselves busy - they are the pursuit of knowledge and are a necessity for all manner of evolutionary research.


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