Alternate Concepts as Bases for Determining Priority Conservation Areas

A. TOWNSEND PETERSON* AND ADOLFO G. NAVARRO-SIGÜENZA† *Natural History Museum, The University of Kansas, Lawrence, KS 66045, U.S.A., email [email protected] †Museo de Zoología, Facultad de Ciencias, Universidad Nacional Autónoma de México, Mexico, D.F. 04510 Mexico, email [email protected]

Abstract: Analysis of geographic concentrations of endemic taxa is often used to determine priorities for con- servation action; nevertheless, assumptions inherent in the taxonomic authority list used as the basis for analysis are not always considered. We analyzed foci of avian endemism in Mexico under two alternate spe- cies concepts. Under the biological species concept, 101 species are endemic to Mexico and are concen- trated in the mountains of the western and southern portions of the country. Under the phylogenetic species concept, however, total endemic species rises to 249, which are concentrated in the mountains and lowlands of western Mexico. Twenty-four narrow endemic biological species are concentrated on offshore islands, but 97 narrow endemic phylogenetic species show a concentration in the Transvolcanic Belt of the mainland and on several offshore islands. Our study demonstrates that conservation priorities based on concentrations of endemic taxa depend critically on the particular taxonomic authority employed and that biodiversity evalua- tions need to be developed in collaboration or consultation with practicing systematic specialists.

Conceptos Alternos de Especie como Base para la Determinación de Areas de Conservación Prioritarias Resumen: Los análisis de concentraciones geográficas de taxa endémicos son usados frecuentemente para determinar prioridades de acciones de conservación; sin embargo, las suposiciones inherentes a la autoridad de la lista taxonómica usada como base para el análisis no son consideradas siempre. Analizamos enfoques de endemismo de aves en México bajo dos conceptos alternos de especie. Bajo el concepto biológico de especie, 101 especies de aves son endémicas a México y están concentradas en las montañas de las porciones Oeste y Sur del país. Bajo el concepto filogenético de especie, el total de especies endémicas se incrementa a 249, las cuales se concentran en las montañas y tierras bajas del Occidente mexicano. Veinticuatro especies biológicas estrechamente endémicas están concentradas en islas; sin embargo, 97 especies filogenéticas endémicas muestran una concentración en el Eje Neovolcánico del continente y en varias islas. Nuestro estudio muestra que las prioridades de conservación basadas en concentraciones de taxa endémicos dependen críticamente en la autoridad taxonómica empleada y que las evaluaciones de biodiversidad necesitan ser desarrolladas en colaboración o consulta con especialistas practicantes de la sistemática.

Introduction 1992) plotted distributions of 2609 bird species with geo- graphic ranges restricted to areas of less than 50,000 km2 With recognition of the global biodiversity crisis in the and used patterns of coincidence of those distributions to 1980s (Wilson 1988), many efforts were initiated to prior- identify 221 “endemic bird areas.” Those areas, as well as itize areas for conservation action on the basis of total spe- priority areas identified by other projects, have served as cies richness or richness of endemic species. For exam- guides in planning conservation action in numerous re- ple, the International Council for Bird Preservation (ICBP gions (e.g., Escalante-Pliego et al. 1993; Bojórquez-Tapia et al. 1995; Price et al. 1995). Paper submitted February 23, 1998; revised manuscript accepted Many such analyses, especially those related to , July 4, 1998. simply cite an authority for species names used as units of 427

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428 and Conservation Priorities Peterson & Navarro-Sigüenza analysis (e.g., Collar et al. 1992; ICBP 1992; Bojórquez- southwest-Mexican endemic form (A. wagleri) with a Tapia et al. 1995). This approach—analysis of geographic black base of the bill. Similarly, among the Mexican pop- patterns assuming a particular taxonomic authority list to ulations of the biological species Scrub Jay (Aphelocoma be representative—leads investigators to focus attention coerulescens sensu lato) there are three diagnosable sub- on species’ distributions without concern for geographic units treatable as phylogenetic species: Baja California (A. variation, systematic problems, or species limits. We californica), Chihuahuan Desert and mountains of north- question the validity of this approach for prioritizing areas ern Mexico (A. woodhouseii); and central and southern for conservation. So, we analyzed conservation priorities Mexico (A. sumichrasti, endemic; Peterson 1992). The under two alternative species concepts and found that bobwhites (Colinus virginianus sensu lato) are among conservation priorities in biodiversity analyses depend the most complex taxa currently considered a single bio- critically on the taxonomic viewpoint of authority lists. logical species, with recognizable forms in Sonora (C. ridgwayi), central Veracruz (C. pectoralis), the Mexican tableland and Balsas Basin (C. graysoni), the Pacific coast Methods from Guerrero to Chiapas (C. coyolcos), southern Ver- acruz and the interior valley of Chiapas (C. godmani), We assembled a database of 164 avian taxa occurring in and northeastern Mexico (true C. virginianus). Consid- Mexico that are presently considered single biological spe- cies in a widely used authority list (American Ornitholo- gists’ Union 1983). Each taxon included multiple units rec- Table 1. The number of endemic species at the level of all Mexico ognizable as phylogenetic or evolutionary species (Zink & (Mexican endemism) and of single geographic regions (narrow McKitrick 1995). Sources included systematic studies by endemism) under the biological species concept (BSC) and the us and our colleagues and students (e.g., Escalante-Pliego phylogenetic species concept (PSC). & Peterson 1992; Navarro-Sigüenza et al. 1992; Peterson Mexican Narrow 1992; Peterson et al. 1992; Benítez-Díaz 1993; Peterson endemism endemism 1993); inspection of specimens in scientific collections Area BSC* PSC BSC* PSC (Peterson et al. 1998); review of the scientific literature Sierra Madre Oriental north 20 38 1 1 (Rodríguez-Yáñez et al. 1994); and a recent guide to the Sierra Madre Oriental south 33 53 1 3 birds of the region (Howell & Webb 1995). This list of phy- Nudo de Zempoaltepec 29 40 2 2 logenetic species, contrasted with the biological species Sierra Madre del Sur, Oaxaca 31 50 0 0 list (American Ornithologists’ Union 1983), formed the ba- Sierra Madre del Sur, Guerrero 33 54 0 2 sis of the results reported herein and is in preparation for Miahuatlán 23 40 1 1 Los Tuxtlas 1 9 1 3 publication (A.G.N.-S. & A.T.P., unpublished data). Transvolcanic Belt 37 61 2 9 Assessment of conservation priorities based on alter- Sierra Madre Occidental north 13 29 0 4 native taxonomies followed approaches used in our pre- Sierra Madre Occidental central 46 61 2 2 vious studies (Escalante-Pliego et al. 1993) to permit de- Sieera Madre Occidental south 35 53 0 0 tailed comparisons. A regionalization based on Mexican Sierra Norte de Chiapas 15 18 1 2 Sierra Madre de Chiapas 9 11 0 1 biotic provinces divided the country into 35 units: 5 pe- East Coast north 5 19 0 3 ripheral islands and 30 mainland areas. Endemism was East Coast central 7 25 2 5 defined at the level of all of Mexico (“Mexican endem- Petén 9 14 0 0 ics”) and at the level of single regions (“narrow endem- Yucatán 9 16 1 3 ics”). For the purpose of visualization, we emphasized as Chiapas lowlands, central 8 11 0 1 Chiapas lowlands, southern 9 11 1 2 priority areas those ranking in the top 10% and 20%. Isthmus of Tehuantepec 12 18 1 2 West Coast south 23 60 0 4 West Coast central 26 63 1 1 Species Concepts and Conservation Priorities West Coast north 7 37 0 2 Balsas Basin west 21 35 0 0 Balsas Basin east 15 28 0 1 Under the biological species concept, Mexico has 101 Chihuahuan Desert north 2 7 0 0 endemic species (American Ornithologists’ Union 1983; Chihuahuan Desert south 14 21 0 1 Escalante-Pliego et al. 1993). Many biological species, Baja California north 3 4 0 0 however, actually consist of multiple units that are diag- Baja California central 4 7 0 2 nosable and presumably monophyletic and that can be Baja California south 4 11 0 7 Isla Cozumel 4 12 2 9 recognized as phylogenetic species (Zink & McKitrick Islas Revillagigedos 4 7 4 8 1995). For example, among Mexican populations of the Islas del Golfo de California 3 3 1 1 biological species Emerald Toucanet (Aulacorhynchus Isla Guadalupe 0 7 0 7 prasinus sensu lato), there is an eastern form (A. prasi- Isla Tres Marías 9 13 0 8 nus) with a yellow base of the bill, and an allopatric, *Data from Escalante-Pliego et al. (1993).

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Figure 1. Four views of the geographic distribution of avian endemism in Mexico: species endemic to Mexico un- der the biological species concept (Escalante-Pliego et al. 1993) (a) and the phylogenetic species concept (b) and species endemic to single biotic regions in Mexico under the biological species concept (Escalante-Pliego et al. 1993) (c) and the phylogenetic species concept (d). Areas indicated in black and gray represent the top 10% and 20%, re- spectively, of areas in terms of richness of endemic forms under each criterion. ering phylogenetic species taxa across Mexico, ende- distributed (Fig. 1c: 10 regions had single narrow en- mism levels rose to about 249 species. demics, 5 had two narrow endemic species, and 1 [Islas Switching to a taxonomy made up of phylogenetic Revillagigedos] had four). species, which are more finely divided geographically The shift to phylogenetic species, however, consider- than biological species (Zink & McKitrick 1995), might ably changed the picture of avian endemism in Mexico seem unlikely to change the overall geographic picture (Table 1; Fig. 1b). Besides the middle Sierra Madre Occi- of endemism because it would simply provide increased dental and the Transvolcanic Belt, the Pacific coastal detail (Amadon & Short 1992). Previously, we analyzed lowlands of western and southern Mexico were recog- geographic patterns of diversity and endemism of birds nized as a previously underappreciated focus of avian in 35 regions of Mexico based on a biological species list endemism (Table 1), and the southern Sierra Madre Ori- (Escalante-Pliego et al. 1993), pointing out a contrast be- ental and the Nudo de Zempoaltepec were less impor- tween concentrations of species richness and concentra- tant. Hence, changing the species concept had pro- tions of endemic species (Escalante-Pliego et al. 1993, found effects on conclusions regarding the distribution Peterson et al. 1993, Peterson & Salazar, in press). Spe- of endemism. cies richness was concentrated in the eastern tropical Focusing on species perhaps most vulnerable to ex- lowlands, whereas endemism was concentrated at mid- tinction—narrow endemics—the picture changed dras- dle-to-high elevations in the mountains of western and tically. In addition to the Islas Revillagigedos (four bio- central Mexico (Table 1; Fig. 1a). Regions especially rich logical species), which were the sole focus in the in Mexican endemic species were the middle portion of biological species analysis, Isla Cozumel (nine species), the Sierra Madre Occidental, the Transvolcanic Belt, the the Islas Tres Marías (eight species), and Isla Guadalupe southern Sierra Madre Oriental, and the Sierra Madre del (seven species) all entered as important concentrations Sur (Table 1). Narrow endemic species were sparsely (Table 1). More interestingly, two continental areas

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430 Taxonomy and Conservation Priorities Peterson & Navarro-Sigüenza were emphasized that had been ignored in the biologi- Acknowledgments cal species analysis—the Transvolcanic Belt (nine spe- cies) and the southern tip of the Baja peninsula (seven We thank R. D. Holt, L. Krishtalka, T. N. Taylor, and R. O. species)—and that are previously unrecognized foci of Prum for helpful comments on drafts of the manuscript. narrow endemism (Fig. 1d). Hence, the distribution of For access to scientific specimens, we thank the curators narrow endemism changed considerably depending on and staff of the Field Museum, Chicago; Louisiana State Uni- the species concept employed. versity Museum of Natural Science; Natural History Mu- seum, University of Kansas; Museo de Zoología, Facultad de Ciencias, Universidad Nacional Autónoma de México; Discussion American Museum of Natural History; Museum of Compar- ative Zoology, Harvard University; U.S. National Museum of Avian taxonomy is in need of considerable study and re- Natural History; and the British Museum (Natural History). assessment (Peterson & Stotz 1992). In case after case, This work was supported by grants from the National Sci- taxa considered polytypic species upon further study ence Foundation and the Consejo Nacional para el Uso y have proven to comprise two or more valid species un- Conocimiento de la Biodiversidad. der the biological species concept (e.g., Escalante-Pliego & Peterson 1992; Peterson 1992; Benítez-Díaz 1993). The American Ornithologists’ Union (AOU) has recog- Literature Cited nized numerous new forms in North America as a result Amadon, D., and L. L. Short. 1992. Taxonomy of lower categories: sug- of such investigations (AOU 1997). The field has been gested guidelines. Bulletin of the British Ornithologists’ Club 112A: challenged further by the appearance of the phyloge- 11–38. netic and evolutionary species concepts, which bypass American Ornithologists’ Union. 1983. Check-list of North American the “biological species” criterion of reproductive isola- birds. 6th edition. Washington, D.C. American Ornithologists’ Union. 1997. Forty-first supplement to the tion and look instead to criteria of monophyly and diag- Check-list of North American birds. Auk 114:542–552. nosability (Zink & McKitrick 1995). Changes to authori- Benítez-Díaz, H. 1993. Geographic variation in coloration and mor- tative taxonomic lists are generally made only following phology of the Acorn Woodpecker. Condor 95:63–71. publication of detailed systematic studies (AOU 1983), Bojórquez-Tapia, L. A., I. Azuara, E. Ezcurra, and O. Flores-Villela. 1995. inevitably producing long time lags and taxonomic im- Identifying conservation priorities in Mexico through geographic in- formation systems and modeling. Ecological Applications 5:215–231. balances as some groups are reworked and others are Collar, N. J., L. P. Gonzaga, N. Krabbe, A. Madroño-Nieto, L. G. not. These imbalances, combined with the results of our Naranjo, T. A. Parker III, and D. C. Wege. 1992. Threatened birds of study, suggest that high priority should be placed on de- the Americas. International Council for Bird Preservation, Cam- velopment and refinement of fauna-wide, regional taxo- bridge, United Kingdom. nomic revisions to make broad comparisons and conclu- Escalante-Pliego, P., and A. T. Peterson. 1992. Geographic variation and species limits in the hummingbird Thalurania. Wilson sions feasible. Bulletin 104:205–219. We demonstrated that conservation priorities based on Escalante-Pliego, P., A. G. Navarro-Sigüenza, and A. T. Peterson. 1993. biodiversity considerations are sensitive to a taxonomic A geographic, historical, and ecological analysis of avian diversity viewpoint. General tendencies can be recognized in the in Mexico. Pages 281–307 in T. P. Ramamoorthy, R. Bye, A. Lot, shifts observed: biological species show faunas richest in and J. Fa, editors. The biological diversity of Mexico: origins and distribution. 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