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National Symposium Proceedings

Volume 8 Article 20

2017

Molecular Ecology of : Messages for Managers

Damon Williford A&M University, Kingsville

Randy W. DeYoung Texas A&M University, Kingsville

Leonard A. Brennan Texas A&M University, Kingsville

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Recommended Citation Williford, Damon; DeYoung, Randy W.; and Brennan, Leonard A. (2017) "Molecular Ecology of New World Quails: Messages for Managers," National Quail Symposium Proceedings: Vol. 8 , Article 20.

Available at: https://trace.tennessee.edu/nqsp/vol8/iss1/20

This Bobwhite Restoration: Approaches and Theory is brought to you for free and open access by Volunteer, Open Access, Library Journals (VOL Journals), published in partnership with The University of Tennessee (UT) University Libraries. This article has been accepted for inclusion in National Quail Symposium Proceedings by an authorized editor. For more information, please visit https://trace.tennessee.edu/nqsp. Williford et al.: Molecular Ecology of New World Quails

MOLECULAR ECOLOGY OF NEW WORLD QUAILS: MESSAGES FOR MANAGERS

Damon Williford1 Caesar Kleberg Wildlife Research Institute, Texas A&M University-Kingsville, Kingsville TX 78363, USA

Randy W. DeYoung Caesar Kleberg Wildlife Research Institute, Texas A&M University-Kingsville, Kingsville TX 78363, USA

Leonard A. Brennan Caesar Kleberg Wildlife Research Institute, Texas A&M University-Kingsville, Kingsville TX 78363, USA

ABSTRACT

Recent genetic studies of New World quails (Odontophoridae) have yielded important, and sometimes, counter-intuitive insights regarding their evolutionary relationships, genetic diversity, population structure, and biogeographic history. Many of these new insights have important implications for managers. New World quails are a distinct within galliforms, most closely related to (Numididae) and () rather than guans and chachalacas (). The African stone (Ptilopachus spp.) are the closest living relatives of the New World quails. The combination of phylogeographic studies with ecological niche modeling has revealed the biogeographic history of several of New World quails, including Pleistocene refugia and post- Pleistocene range expansions, contractions, or stasis. Divergence times within and among genera often date to climactic or geologic events 1–5 million years ago. The many of quail described over the past 100 years were based on minor differences in and probably represent artificial sectioning of latitudinal clines rather than historically isolated and evolutionary distinct units. Subspecies are often used as proxies for management units, but conservation efforts directed at the ( virginianus) and scaled ( squamata), (C. californica), and Gambel’s (C. gambelii) quails may not benefit from such an approach. Ecological regions, rather than subspecies, are probably more appropriate as a ‘‘management unit.’’ The overall lack of population structure, evidence of long-distance dispersal and historical gene flow among populations, and the cyclical population dynamics of these species suggest that there is a biological basis for conserving large blocks of interconnected habitat. Focal areas of restoration projects should be spatially extensive and interconnected to facilitate dispersal and recolonization. With a better understanding of how quail populations responded to past climactic conditions, we are better able to predict how quail may respond to future conditions and ensure the conservation of these iconic New World .

Citation: Williford, D., R. W. DeYoung, and L. A. Brennan. 2017. Molecular ecology of New World quails: messages for managers. National Quail Symposium Proceedings 8:37–56.

Key words: landscape genetics, New World quails, Odontophoridae, phylogenetics, phylogeography, population genetics,

The New World quails (Odontophoridae) are a family squamata; Dabbert et al. 2009), mountain (Oreortyx of gallinaceous birds, consisting of 2 subfamilies, 10 pictus; Gutı´errez and Delehanty 1999), and Montezuma genera, and 33 species (Table 1). The family has a broad quails ( montezumae, Stromberg 2000) are also distribution in the Western Hemisphere, from the United relatively well-studied within the . Less is States to northern Argentina (Fig. 1). Many quails are known about the ecology of the northern bobwhite and popular birds or are subject to subsistence California, Gambel’s, scaled, and Montezuma quails in (Madge and McGowan 2002). The northern bobwhite ,´ or the species of quails restricted to Central and (Colinus virginianus) has been the subject of numerous South America (Johnsgard 1988, Carroll and Eitniear ecological and behavioral studies because of its wide 2000, Madge and McGowan 2002, Herna´ndez et al. geographic distribution and popularity as a game ; it is 2014). fair to say that it is the best-known Most studies of quail that include a phylogenetic or (Rosene 1969, Lehmann 1984, Herna´ndez et al. 2002, biogeographic component begin with a summary of Brennan 2007, Brennan et al. 2014). California (Callipe- currently accepted taxonomy, followed by a confusing pla californica; Leopold 1977, Calkins et al. 2014), and contradictory history of nomenclature and end with Gambel’s (C. gambelii; Gee et al. 2013), scaled (C. statements about the lack of consensus among taxono- mists (Gutı´errez et al. 1983, Gutı´errez 1993, Johnsgard 1 E-mail: [email protected] 1988, Zink and Blackwell 1998, Eo et al. 2009). To many Ó 2017 [Williford, DeYoung and Brennan] and licensed under CC wildlife biologists, taxonomic arguments must seem like BY-NC 4.0. little more than bureaucratic infighting among a small

37 1 National Quail Symposium Proceedings, Vol. 8 [2017], Art. 20 38 WILLIFORD ET AL.

Table 1. Taxonomy of the New World quails (Odontophoridae) based constituency that operates out of dusty museum drawers, on AOU (1998), Madge and McGowan (2002), Bowie et al. (2013), heard but not seen. In reality, taxonomy is the key for Clements et al. (2015), Hosner et al. (2015), Remsen et al. (2015). The understanding how past events have shaped current number of subspecies listed for each species are from Madge and populations and their distribution. Furthermore, subspe- McGowan (2002) except for the northern bobwhite and scaled, California, Gambel’s, mountain, and Montezuma quails, which follow cies are often used as proxies for conservation and Brennan et al. (2014), Dabbert et al. (2009), Calkins et al. (2014), Gee management units, but conservation policies based et al. (2013), Gutı´errez and Delehanty (1999), and Stromberg (2000), outdated taxonomies may waste resources and result in respectively. the loss of evolutionarily distinct lineages (Laerm et al. 1982, Avise and Nelson 1989, Zink 2004, Haig and African stone partridges – Subfamily Ptilopachinaea D’Elia 2010, Prie et al. 2012). The root of taxonomic Stone partridges (Ptilopachus, 2 species) confusion among New World quails and other avian taxa Stone (P. petrosus) is that many subspecies were historically based on small Nahan’s ( nahani) sample sizes, specimens collected outside the breeding New World quails – Subfamily Odontophorinae Tawny-faced quails (Rhynchortyx, 1 species)b season, minor phenotypic variation, and difficulty in Tawny-faced quail (R. cinctus, 3 subspecies) determining whether subspecific taxa represented discrete Harlequin quails (Cyrtonyx, 2 species) units or clinal variation over broad geographic areas (C. montezumae, 4 subspecies) (Remsen 2005, Rising 2007, Winker 2010). The resolu- Ocellated quail (C. ocellata) tion of taxonomic confusion within the New World quails, Singing quails (Dactylortyx, 1 species) especially at the levels of species and subspecies, has been (D. thoracicus, 17 subspecies) a conservation priority for more than 2 decades (Gutı´errez Wood quails (Odontophorus, 15 species) 1993; Carroll and Eitniear 2000, 2004; Madge and Marbled wood-quail (O. gujanensis, 8 subspecies) Spot-winged wood-quail (O. capueira, 2 subspecies) McGowan 2002). This has begun to change in the past Black-faced wood-quail (O. melanotis, 2 subspecies) decade, as wildlife biologists have turned to molecular Rufous-fronted wood-quail (O. erythrops, 2 subspecies) tools to answer questions about population structure, Black-fronted wood-quail (O. atrifrons) dispersal, mating strategies, and the effects of harvest and Chestnut wood-quail (O. hyperythrus) restocking (DeYoung and Honeycutt 2005, Latch et al. Dark-backed wood-quail (O. melanonotus) 2005, Scribner et al. 2005, Oyler-McCance and Leberg Rufous-breasted wood-quail (O. speciosus, 3 subspecies) 2012). Molecular genetics has recently been applied to Tacarcuna wood-quail (O. dialeucos) studying the relationship between landscape and dispersal Gorgeted wood-quail (O. strophium) in northern bobwhites (Terhune 2008; Eo et al. 2010; Venezuelan wood-quail (O. columbianus) Black-breasted wood-quail (O. leucolaemus) Berkman et al. 2013a, b; Miller 2014; Williford et al. Stripe-faced wood-quail (O. balliviani) 2014a) and the potential effects of bobwhite restocking Starred wood-quail (O. stellatus) efforts on wild populations (Ellsworth et al. 1988, Nedbal Spotted wood-quail (O. guttatus) et al. 1997, Evans et al. 2009). Recent phylogenetic Mountain quails (Oreortyx, 1 species) studies have begun to resolve long-standing questions (O. pictus, 5 subspecies) regarding the evolutionary relationships of New World Tree-quails (, 3 species) quails and species limits within Odontophoridae genera, Bearded tree-quail (D. barbatus) and, most importantly, the ecological and biogeographical Long-tailed tree-quail (D. macroura, 6 subspecies) Buffy-crowned tree-quail (D. leucophrys, 2 subspecies) drivers of species and adaptation (Zink and Blackwell Banded quails (Philortyx, 1species) 1998; Cohen et al. 2012; Williford et al. 2014a, b, c, 2016; (P. fasciatus) Hosner et al. 2015). An understanding of how past events Crested quails (Callipepla, 4 species) have shaped the present can help wildlife biologists (C. squamata, 4 subspecies) prioritize conservation efforts and enables prediction of Elegant quail (C. douglasii, 5 subspecies) future changes in climate and habitat and their effects on Gambel’s quail (C. gambelii, 4 subspecies) populations of quail and other game species (Avise 2004, (C. californica, 5 subspecies) DeYoung and Honeycutt 2005, Oyler-McCance and Bobwhites (Colinus, 3 species) Leberg 2012). Northern bobwhite (C. virginianus, 18 subspecies) Black-throated bobwhite (C. nigrogularis, 4 subspecies) Our objective was to review and synthesize genetic (C. cristatus, 20 subspecies)c analyses of quail taxa and populations, and translate these a reports into information relevant to the management of See Bowie et al. (2013) for information. Multilocus phylogenetic New World quails. We focus on phylogenetic relation- analysis indicates that Ptilopachus is more closely related to Odontophoridae than to any other galliforms (Crowe et al. 2006, ships, species limits, phylogeography, and population Cohen et al. 2012, Hosner et al. 2015). genetics; and highlight the history and trends in genetic b Results of multilocus phylogenetic analysis indicate that the tawny- research on New World quails and their importance to faced quail is a sister to all of the other species of managers. We also include a table of pertinent terms and Odontophorinae (Hosner et al. 2015). their definitions (Table 2) as well as geological timescales c Madge and McGowan (2002) and Johnsgard (1988) considered the 6 detailing important events in the of New World subspecies in northern Central America to represent a distinct species, quails (Figs. 2 and 3). We conclude with a reflection of the spot-bellied bobwhite (Colinus leucopogon). However, genetic data what has been learned and provide future directions for do not support this taxonomic view (Williford et al. 2016); thus, we use research. the species taxonomy presented in AOU (1998), Clements et al. (2015), and Remsen et al. (2015). 2 Williford et al.: Molecular Ecology of New World Quails MOLECULAR ECOLOGY OF NEW WORLD QUAILS 39

Fig. 1. Geographic ranges of the New World quail (Odontophoridae) genera. Recent phylogenetic studies have shown that the African stone partridges (Ptilopachus) are more closely related to New World quails than to other galliforms (Crowe et al. 2006, Cohen et al. 2012, Hosner et al. 2015). Range maps were constructed from shapefiles available from BirdLife International and NatureServe (2015).

HIGHER PHYLOGENETICS AND of organisms. Phylogenetics and systematics based on SYSTEMATICS phenotypic traits were sometimes confounded by the retention of ancestral traits, or the independent evolution The terms phylogenetics and systematics are often of similar traits among either distantly related or closely used interchangeably, yet represent distinct disciplines. related taxa; these events are termed plesiomorphy, Phylogenetics is the study of evolutionary relationships convergence, and parallelism, respectively (Collard and among organisms (Brinkman and Leipe 2001), whereas Wood 2000, van Tuinen et al. 2001, Wiens et al. 2003, systematics is more concerned with their taxonomic Gaubert et al. 2005, Pereira and Baker 2005). For classification (Mayr 1999). Throughout much of the example, convergent evolution has played havoc with history of modern biology, scientists were restricted to systematics of birds of prey. Taxonomists placed falcons, morphology and other phenotypic traits in the study of caracaras, kites, hawks, eagles, and vultures in evolutionary relationships and the biological classification a single , , because of the overall

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Table 2. Common terms and definitions used in phylogenetics, phylogeography, and population genetics and genomics (after Futuyma 1998; Avise 2000, 2004; Hey and Machado 2003; Noor and Feder 2006; Ranz and Machado 2006; Ricklefs 2007; Lemey et al. 2009; Bansal et al. 2010; Peterson et al. 2011; Yandell and Ence 2012; dos Reis et al. 2016).

Term Definition adaptive variation Genetic variation that is associated with morphological, physiological, biochemical, or behavioral traits that influence survival and reproductive success. allopatric Of a population or species, occupying a geographic region different from that of another population or species. allozyme Co-dominant nuclear DNA that consists of enzymes that differ in their mobility on a charged gel. annotated Refers to the process of identifying genes within a sequenced genome. basal In phylogenetics, refers to a branch of a phylogenetic tree that is closer to the root of the tree in comparison with another branch. clade An evolutionary assemblage that includes a common ancestor and all of its descendants. cladogram A branching diagram depicting the relationships among organisms and the relative sequence in which they evolved from common ancestors. clinal variation Gradual variation in a trait over a geographical area that is associated with an environmental gradient. convergent evolution The evolution of similar features independently in different evolutionary lineages, usually from different antecedent features or by different evolutionary pathways. DNA–DNA hybridization A method used to estimate genetic distance between 2 species based on the similarity of pools of single-stranded DNA from each species. DNA polymorphism Any difference in the nucleotide sequence of a gene among individuals. ecological niche model Estimation of the area that is abiotically suitable for a species based on occurrence records and the relationship of those records to environmental variables. evolutionary conservatism The retention of ancestral features among closely related lineages over long periods of time. calibration Constraints on timing of lineage divergence in molecular clock dating. These are established through fossil-based minimum and maximum constraints on the ages of specific . genome All of the genetic information an organism carries. In , genetic information is derived among the nuclear and mitochondrial genomes. genomic library A collection of total genomic DNA from a single organism. landscape genetics The science of understanding how contemporary geographical and environmental features structure genetic variation at both the population and individual levels. lineage A series of ancestral and descendant populations or species, through time. haplotype A unique DNA sequence from a haploid genome such as the mitochondrial genome. haplotype diversity A measure of genetic diversity that quantifies the relationship between no. of haplotypes and their individual frequencies in a population. Last Glacial Maximum The last period of the last major glaciation, the Wisconsin Glaciation, 85,000–11,000 yr ago, when the (LGM) ice sheets were at their greatest extension. The LGM lasted from 26,500 to 19,000 yr ago, with the glaciers reaching their maximum position around 24,500 yr ago. microsatellite DNA Co-dominant nuclear DNA markers that consist of sets of short, repeated nucleotide sequences. Also known as short tandem repeats. mitochondrial DNA DNA that is part of the mitochondrial genome. (mtDNA) mitochondrial genome All of the genetic information located in the mitochondrion, the intracellular organelle that releases energy from food molecules. In most animals, the mitochondrial genome is a small ring of DNA that varies from 16,000 to 17,000 base pairs. model organism A species that has been widely studied because it is easy to maintain and breed in a laboratory setting and has particular experimental advantages. Examples of model organisms include the baker’s yeast (Saccharomyces cerevisiae), the common fruit fly (Drosophila melanogaster), zebrafish (Danio rerio), (Gallus gallus), and the brown rat (Rattus norvegicus). monophyletic A group that includes all the descendants of a single common ancestor. multilocus In animals, genetic data derived from nuclear and mitochondrial genome neutral marker A genetic marker that is not influenced by natural selection, but is instead influenced by demographic processes and chance. nucleotide diversity A measure of genetic diversity that quantifies the average nucleotide differences between individuals in a population. nuclear DNA DNA that is located in the nucleus of a cell. All of the nuclear genetic information an organism carries. The nuclear genome contains most of an organism’s genes. Nuclear genomes vary greatly in size from 130 billion base pairs in the marbled lungfish (Protopterus aethiopicus) to 385 million base pairs in the green-spotted pufferfish (Tetraodon nigroviridis). Humans have a nuclear genome of 3.2 billion base pairs. parallel evolution The evolution of similar or identical features independently in related lineages, thought usually to be based on similar modification of the same developmental pathways.

4 Williford et al.: Molecular Ecology of New World Quails MOLECULAR ECOLOGY OF NEW WORLD QUAILS 41

Table 2. Continued.

Term Definition phenotypic Pertaining to the morphological, physiological, biochemical, or behavioral traits of an organism. phylogenetic tree A branching diagram depicting the relationships among organisms and the relative sequence in which they evolved from common ancestors. phylogenetics The study of evolutionary relationships among organisms. phylogeny The evolutionary relationships among lineages in a clade, illustrated by the pattern of branching in a phylogenetic tree. phylogeography The study of the principles and processes that have influenced the historical geographic distributions of genetic lineages within a species or closely related species. population expansion Increase in the no. of individuals in a population, usually accompanied by an increase in genetic variation. population structure Composition of a population or group of populations. In phylogeography and landscape genetics, population structure refers the relationship between geographic distance and genetically distinct groups. Population structure is said to be strong when geographically distant populations also exhibit high degree of genetic differentiation, whereas population structure is weak genetic differentiation is low or lacking regardless of the geographic distance. restriction-fragment length A variant of a DNA sequence that is generated through the gain or loss of a restriction site due to a polymorphism (RFLP) DNA substitution. RFLP analysis involves cutting DNA with 1 endonucleases, separation of the fragments by molecular weight via gel electrophoresis, and visualizing the size-sorted fragments. single nucleotide Short segments of DNA in which variation is the result of a single nucleotide substitution. polymorphisms (SNPs) sister clade A pair of clades descending from a single common ancestor. supertree analysis A phylogenetic method that combines small phylogenetic trees with incomplete species overlap to build comprehensive species phylogenies. systematics A branch of biology that deals with the classification of living organisms on the basis of their evolutionary relationships. (plural ¼ taxa) A monophyletic group of organisms that can be recognized by sharing a definite set of derived characteristics. taxonomic unit A specific taxon. taxonomy Description and classification of organisms. transcriptome The complete set of transcribed RNA elements of the genome. morphological similarity. However, phylogenetic studies Extant members of are divided into 5 based on molecular data revealed that falcons were more families: Megapodiidae (mound-builders and brush tur- closely related to songbirds (Passeriformes) and keys), Cracidae (currasows, chachalacas, and guans), (Psittaciformes; Ericson et al. 2006, Hackett et al. 2008). Numididae (), Phasianidae (pheasants, pea- This revelation led taxonomists to restrict the use of , , turkeys, and ), and Odontophor- Falconiformes to falcons and caracaras, and erect a new idae (Crowe et al. 2006, Kriegs et al. 2007, Wang et al. order for the remaining birds of prey (Chesser et al. 2010, 2013, Kimball and Braun 2014). Numididae, Phasianidae, 2016). These findings suggest that the strong morpholog- and Odontophoridae, collectively referred to as phasio- ical similarity between falcons and hawks was due to noids, are one another’s closest relatives (Crowe et al. independent adaptations to similar niches. The develop- 2006, Kriegs et al. 2007). The most closely related avian ment of molecular genetic markers in the 1960s order to galliforms is (, geese, swans, revolutionized the study of evolution and taxonomy. and ), and these 2 orders form the clade Galloanserae (Sibley et al. 1988, Groth and Barrowclough Advances in computing technology and laboratory 1999, Mindell et al. 1999, Zusi and Livezey 2000, Chubb techniques in the past 3 decades have resulted in a 2004). Galloanserae is the sister clade to , which proliferation of new molecular markers and analytical includes all other extant birds except ratites and . methods, including the analysis of complete genomes Galloanserae and Neoaves together form , a (DeYoung and Honeycutt 2005, Hauser and Seeb 2008, sister clade to (ratites and tinamous). Oyler-McCance and Leberg 2012, McCormack et al. Neognathae and Paleognathae are collectively referred 2013). Morphological phylogenetics will continue to be to as the Neornithes, itself part of a larger clade, needed to understand the evolutionary relationships of Ornithurae, which also includes numerous prehistoric prehistoric taxa, of which only remain (Jenner birds (Naish 2012). 2004, Wiens 2004); however, the study of phylogenetic Early attempts using molecular data to estimate the and systematic relationships among extant organisms, timing of the divergence of modern avian taxa often especially at the , species, and population levels, resulted in Late –age (100–65 million yr ago now relies heavily on molecular data (Avise 2004, [MYA]) dates for many avian orders and families, Edwards 2009). including Galliformes (Cooper and Penny 1997, van

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Fig. 2. Timeline of important events related to the evolution of New World quails during the and early Cenozoic eras. The Mesozoic Era is divided into 3 periods: (252–201 million yr ago [MYA]), (201–145 MYA), and Cretaceous (145–66 MYA). The Cenozoic is divided into 3 periods: Paleogene (66–23 MYA), Neogene (23–2.58 MYA), and Quaternary (2.58 MYA to present).

Tuinen and Hedges 2001, van Tuinen and Dyke 2004, originated and diversified after the end-Cretaceous Crowe et al. 2006, Brown et al. 2008). For example, the extinction event (66 MYA; Mayr 2005, 2009, 2014; divergence estimate of Cracidae from Phasianidae was Longrich et al. 2011; Ksepka and Boyd 2012). Avian estimated to 80 MYA (van Tuinen and Hedges 2001, van fossils from Cretaceous, , or Eocene deposits Tuinen and Dkye 2004). Crowe et al. (2006) arrived at an that have been ascribed to modern orders and families are estimate of 49.6–52.0 MYA for the origin of Odonto- often fragmentary and poorly preserved (Mayr 2005, phoridae. In contrast, the oldest fossils that can be reliably 2009). One exception to this is the Cretaceous fossil identified as belonging to modern orders and families are Vegavis iaai, whichhasbeenshowntofitwithin restricted to deposits to mid-Cenozoic deposits (~35 Anseriformes (Clarke et al. 2005, Ksepka and Clarke MYA), which suggests that most modern avian taxa 2015). The discrepancy between molecular divergence

6 Williford et al.: Molecular Ecology of New World Quails MOLECULAR ECOLOGY OF NEW WORLD QUAILS 43

Fig. 3. Timeline of important events related to the evolution of New World quails during the middle and late portions of the Cenozoic Era (40–8 million yr ago). estimates and the fossil record may be due partially to the es of modern galliform families (van Tuinen and Dyke incompleteness of the fossil record, the fragility of avian 2004, Crowe et al. 2006, Pereira and Baker 2006, Cox et skeletons, and that early representatives of modern orders al. 2007). However, re-examination of fossil material of may not have lived in habitats where fossilization was both species revealed that G. wyomingensis was a basal likely to occur (Smith and Peterson 2002, Brocklehurst et member of Galliformes and thus not a suitable fossil al. 2012). Other sources for the discrepancy include calibrate the divergence of any modern family, and A. rapidity of diversification among Neornithes, variable urbsinterdictensis was more closely related to rails mutation rates among different molecular markers, and (Rallidae) and not a galliform (Ksepka 2009). Recently, parameters specified in the used in divergence estimation a consensus has been reached on some aspects of the (Ho and Phillips 2009, Ksepka et al. 2014, Ksepka and evolution and timing of the divergence of Galliformes and Phillips 2015). Lastly, the misidentification and misclas- modern families. The unequivocal placement of V. iaai sification of avian fossils and the use of the wrong fossils within Anseriformes is evidence for a to calibrate nodes within a phylogenetic tree may also origin of both anseriforms and galliforms, as well as, the have contributed to more ancient divergence dates initial Palaeognathae–Neognathae split, which has been inferred from molecular data (Mayr 2009, Ksepka 2009, confirmed by several recent studies using multilocus data Ksepka et al. 2014). For example, fossil taxa Gallinu- sets and more conservative fossil calibrations (Jarvis et al. loides wyomingensis and Amitabha urbsinterdictensis 2014, Ksepka and Phillips 2015, Stein et al. 2015, Wang have been used in multiple studies to calibrate divergenc- et al. 2016 but see Ericson et al. 2006 and Prum et al.

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Fig. 4. A cladogram depicting the evolutionary relationships of New World quails based on the results of recent molecular studies (Crowe et al. 2006, Cohen et al. 2012, Williford 2013, Hosner et al. 2015, Williford et al. 2016). No phylogenetic study of New World quails has included all 15 species of wood quails (Odontophorus spp.); however, genetic data (Hosner et al. 2015) do not support Johnsgard’s (1988) hypothesized species relationships based on plumage coloration. On account of uncertainty regarding the phylogenetic relationships among the wood quails, we chose to depict the Odontophorus as a polytomy (an internal node of cladogram that has .2 immediate descendants).

2015 for alternative scenarios). Several studies have al. 2003). The results of osteological analysis (Holman upheld a Late Cretaceous origin for Megapodiidae and 1961, 1964) and DNA–DNA hybridization studies (Sibley either a Cretaceous or early Cenozoic origin for Cracidae et al. 1988, Sibley and Ahlquist 1990) gradually led to the (Stein et al. 2015, Hosner et al. 2016, Wang et al. 2016). recognition and acceptance of New World quails as a The timing of the origin of the phasionoids (Numididae, distinct family within Galliformes (American Ornitholo- Phasianidae, and Odontophoridae) remain unclear but gists’ Union [AOU] 1998). Early molecular phylogenetic recent studies point to either a Cretaceous or early analyses suggested that Odontophoridae had a basal Cenozoic split from Cracidae followed by divergence of relationship to guineafowl (Numididae; Sibley and Numididae, Phasianidae, and Odontophoridae during the Ahlquist 1990, Randi et al. 1991, Kornegay et al. 1993, Paleocene and Eocene (Stein et al. 2015, Wang et al. Kimball et al. 1999, Armstrong et al. 2001). More recent 2016). studies based on large, multilocus data sets indicate that The distinctiveness and monophyly of the New World New World quails are more closely related and basal to quails among galliforms has been supported by both Phasianidae, and that these 2 families are a sister clade to morphological (Holman 1961, 1964; Dyke et al. 2003) Numididae (Crowe et al. 2006, Cox et al. 2007, Kriegs et and molecular data (Gutı´errez et al. 1983, Sibley and al. 2007, Wang et al. 2013; Fig. 4). Ahlquist 1990, Randi et al. 1991, Cox et al. 2007, Kriegs Modern phylogenetic analyses also provide greater et al. 2007). Morphological characters unique to New nuance to the biogeography of New World quails. The World quails include 1) short, stout bills with a curved most surprising finding in recent years has been that the culmen and serrated mandibular tomium; 2) bare nostrils; closest living relatives of New World quails are 2 African 3) hallux above the other toes; 4) lack of tarsal spurs; and galliforms, the (Ptilopachus petrosus) and 5) 4–10 rectrices (Holman 1961, Johnsgard 1988, Sibley Nahan’s francolin (Pternistis nahani); this relationship is and Ahlquist 1990). Traditional taxonomy based on strongly supported by the analyses of mitochondrial and morphological data, however, often classified New World nuclear DNA (Crowe et al. 2006, Cohen et al. 2012, quails as a subfamily within Phasianidae (historical Hosner et al. 2016, Wang et al. 2016). Odontophoridae is review by Sibley and Ahlquist 1990, see also Dyke et now organized as 2 subfamilies: Ptilopachus is placed in

8 Williford et al.: Molecular Ecology of New World Quails MOLECULAR ECOLOGY OF NEW WORLD QUAILS 45 its own subfamily, Ptilopachinae, and New World genera faced quail, wood-quails, and the crested bobwhite most are part of Odontophorinae (Bowie et al. 2013). likely colonized South America after the formation of the Odontophoridae probably originated in and fossil- Isthmus of Panama (3 MYA) because of their poor flight calibrated molecular phylogenies indicate that Ptilopachi- capabilities (Williford 2013, Hosner et al. 2015, Williford nae and Odontophorinae diverged from one another et al. 2016). during the Late Eocene, 36–40 MYA (Fig 3; Cohen et al. 2012, Hosner et al. 2015, Wang et al. 2016). Hosner et al. (2015) has argued that the most likely biogeographic PHYLOGEOGRAPHY scenario is that the divergence of Ptilopachus and New Phylogeography is the study of principles and World quails occurred after an ancestral species colonized processes that influence the evolution of geographic western North America from eastern via the Bering patterns of genetic variation (Avise 2000). Processes such Land Bridge, which connected the 2 continents during as population expansion, range fragmentation, long-term much of the Cenozoic Era (Hopkins 1959, Marincovich isolation, and population bottlenecks produce character- and Gladenkov 1999, Sanmartı´n et al. 2001). Climatic istic geographical patterns of DNA polymorphisms. conditions in polar and subpolar regions of North America Therefore, phylogeographic studies aid in discerning the and Asia were warm enough to support the growth of specific biogeographic events that shaped a species’ forests during the early and mid-Cenozoic Era (Graham geographic distribution. The phylogeography of a species 2011, Sanmartı´n et al. 2001), which would have provided in conjunction with historical climate data provide insight a dispersal corridor for ancestral species of New World into how that species might respond to current or future quail. Similar colonization scenarios, supported by fossil events that could alter their geographic distribution. The and genetic data, have been proposed for other vertebrate phylogeographic structure of many animals and plants taxa (Macey et al. 2006, Burbrink and Lawson 2007, was heavily influenced by the climatic and environmental Beard 2008, Guo et al. 2012, Li et al. 2015). changes associated with Pleistocene glacial cycles (Avise Most phylogenetic studies focused on the position of 2000; Hewitt 2000, 2004; Maggs et al. 2008; Turchetto- Odontophoridae within Galliformes, but relatively few Zolet et al. 2013). Complex phylogeographic patterns and have explored relationships among genera of New World deep genetic discontinuities among regional populations quails. Holman’s (1961) comparative analysis of skeletal observed in North American and Eurasian taxa probably and morphology remains the most complete resulted from past isolation in separate refugia during the phylogenetic study based on morphology. He concluded Last Glacial Maximum (19,000–26,500 yr ago). Weak or that New World quails consisted of 2 groups based on a complete lack of phylogeographic structure may be differences in the structure of the pelvis: the Dendrortyx indicative of a population contraction into a single group (Dendrortyx, Oreortyx, Colinus, Philortyx, and refugium (Avise 2000; Hewitt 2000, 2004; Soltis et al. Callipepla) and the Odontophorus group (Odontophorus, 2006). Warm-temperate species of North America and Dactylortyx, Cyrtonyx, and Rhynchortyx). often display genetic signatures of postglacial Recent phylogenetic analyses based on mitochondrial expansion from refugia, including shallow mitochondrial DNA (Williford 2013) and multilocus data (Hosner et al. phylogeographic structure, geographically widespread 2015) have largely upheld Holman’s (1961) Dendrortyx haplotypes, and high haplotype but low nucleotide and Odontophorus groups. The major discrepancies diversity (Avise 2000; Hewitt 2000, 2004). Some cold- between molecular- and morphological-based phyloge- adapted mammals display genetic signals of rapid nies are the phylogenetic positions of Dendrortyx, population decline (Galbreath et al. 2009, Campos et al. Oreortyx, Philortyx, Odontophorus, and Rhynchortyx 2010, Palkopoulou et al. 2013), which underscores how within Odontophoridae. The tawny-faced quail (Rhyn- rapidly species may be affected, negatively or positively, chortyx cinctus) occupies a basal position and represents a by changes in long-term weather or climate patterns. sister clade to all of the other New World genera Contemporary climate change is particularly germane (Williford 2013, Hosner et al. 2015). Genetic data because it is a major factor in shifting distributions for a revealed that 1) the mountain quail is the most basal wide array of species (Walther et al. 2002). The most member of the Dendrortyx group; 2) the tree quails thorough phylogeographic studies of New World quails (Dendrortyx spp.) represent a sister clade to lineage have been conducted on the bobwhites and the scaled, composed of Philortyx, Callipepla, and Colinus; and 3) California, and Gambel’s quails. The geographic distri- that Callipepla and Colinus are each other’s closest bution and phylogeographic structure of these quails has relatives (Hosner et al. 2015). Divergence of New World been heavily influenced by historical climate changes quail genera took place during the Miocene between 25 (Gutı´errez et al. 1983, Zink and Blackwell 1998, Williford and 5 MYA (Williford 2013, Hosner et al. 2015). During 2013, Williford et al. 2016). Moreover, phylogeographic this time, North America experienced a cooling climate, studies also provide a means of testing subspecies increased mountain-building, contraction of tropical taxonomy based on physical traits such as coloration, forests, and the expansion of savannas, grasslands, and plumage variation, and body size (Avise 2000, 2004). deserts (Graham 2011). Speciation within Cyrtonyx, Odontophorus, Dendrortyx, Callipepla, and Colinus The Bobwhites probably occurred between the mid-Miocene and early Pleistocene (15–1 MYA; Zink and Blackwell 1998, The northern, black-throated (Colinus nigrogularis), Hosner et al. 2015, Williford et al. 2016). The tawny- and crested (C. cristatus) bobwhites occupy allopatric

9 National Quail Symposium Proceedings, Vol. 8 [2017], Art. 20 46 WILLIFORD ET AL. ranges, with the northern bobwhite distributed across the indicates that the most southerly subspecies, Colinus eastern United States and Mexico;´ the black-throated nigrogularis segoviensis, is a genetically distinct taxo- bobwhite in scattered localities in the Yucata´n Peninsula, nomic unit; however, genetic data did not support the Honduras, and Nicaragua; and the crested bobwhite in existence of 3 subspecies in the Yucata´n Peninsula. The Central and South America to Brazil. These 3 species crested bobwhite exhibited the greatest amount of exhibit extensive geographic variation in male plumage intraspecific genetic differentiation, and mitochondrial throughout their respective ranges, which has led to the DNA phylogeography supported the existence of 3 or 4 description of multiple subspecies. However, it is distinct genetic groups. None of these groups were important to note that ornithologists disagree on the congruent with the current subspecies taxonomy, but number of valid species and subspecies of bobwhite may show some concordance with past or present (Mayr and Short 1970, Madge and McGowan 2002, biogeographic barriers. Some ornithologists have treated Dickerman 2007). Genetic data also confirmed the species crested bobwhites in the northern portion of Central status of the black-throated bobwhite and that the black- America (Guatemala to Costa Rica) as a separate species, throated and northern bobwhites are more closely related the spot-bellied bobwhite (C. leucopogon), on the basis of to each other than to the crested bobwhite (Williford et al. geographic isolation and plumage variation (Peters 1934, 2016). Blake 1977, Johnsgard 1988, Madge and McGowan The northern bobwhite displays little phylogeo- 2002); however, Williford et al. (2016) found no strong graphic structure overall, signals of relatively recent genetic evidence to support this view. Genetic data population expansion, and no congruence between support the hypothesis that the ranges of the black- patterns of genetic variation and subspecies taxonomy throated and crested bobwhite have been relatively stable or biogeographic barriers (Eo et al. 2010; Miller 2014; since the end of the Pleistocene, but the results of Williford et al. 2014a, 2016). The lack of genetic ecological niche modeling suggested that both species differentiation among subspecies is observed even among experienced range expansions during the previous glacial the geographically isolated masked (C. v. ridgwayi) and period (Williford et al. 2016). The cooler, dryer Cuban (C. v. cubanensis) bobwhites (Williford et al. conditions during the Last Glacial Maximum resulted in 2014a, 2016). Eo et al. (2010) argued that the signal of the fragmentation and contraction of tropical rainforests recent population expansion in northern bobwhites from and the spread of more open habitats such as grasslands, the eastern United States resulted from demographic savannas, and open woodlands in Central and South growth associated with European colonization, agricul- America (Hooghiemstra and van der Hammen 1998, van ture, and land clearance. However, the signals of der Hammen and Hooghiemstra 2000, de Vivo and population expansion observed in the northern bobwhite Carmignotto 2004). Ecological niche modeling also are also characteristic of species that underwent range indicated that ranges of black-throated and crested expansion after the termination of the last Pleistocene bobwhites contracted during warm periods of the Mid- glaciation (10,000 yr ago; Williford et al. 2014a, 2016). Holocene (6,000 yr ago) and the Last Interglacial, Post-Pleistocene expansion is also supported by ecolog- possible as a result of the expansion of tropical forests ical niche models of past and present geographic and the reduction of open habitats. As with the northern distributions for the northern bobwhite (Williford et al. bobwhite, warmer temperatures during the breeding 2016). The ecological niche models predict that the season may have negatively affected black-throated and northern bobwhite’s geographic range in the United States crested bobwhites. changed dramatically over the past 130,000 years in The incongruence between subspecies taxonomy and response to climatic oscillations, but remained compara- phylogeographic structure in bobwhites may be due to the tively stable in Mexico´ (Williford et al. 2016). Ecological often arbitrary and subjective nature of the phenotypic- niche models also predicted a range contraction within the based subspecies designations. Plumage differences may United States during the Last Interglacial (120,000– have evolved more recently after post-Pleistocene range 140,000 yr ago), a time when the Earth’s climate was as fragmentation and isolation because nuclear genes much as 38 C warmer than present (Kukla et al. 2002). associated with phenotypic traits may evolve at a different Continuous high summer temperatures negatively affect rate than mitochondrial genes. For example, Drake et al. bobwhite populations by reducing the amount of usable (1999) found that masked bobwhites could be differen- space, length of the nesting season, percentage of nesting tiated from captive northern bobwhites originating from hens, and overall reproductive output (Klimstra and wild populations in the United States using loci from the Roseberry 1975; Forrester et al. 1998; Guthery et al. major histocompatibility complex. The major histocom- 2001, 2005; Reyna and Burggren 2012). Warmer climates patibility complex is involved in acquired immunity and coupled with changes in precipitation and vegetation is under intense selection pressure, which probably results communities may have limited the distribution of the in rapid evolution and differentiation among geographi- northern bobwhite in much of the United States during the cally isolated populations. Alternatively, plumage differ- Last Interglacial. ences may be ancient but the signal of past isolation in Phylogeographic structure was more pronounced in mitochondrial DNA has been erased by secondary the black-throated and crested bobwhites than in the contact, admixture, or introgression (Williford et al. northern bobwhite (Williford et al. 2016). Populations of 2016). black-throated bobwhite in the Yucata´n Peninsula are Several geographically small-scale studies have genetically differentiated from those in Nicaragua. This found evidence for genetic differentiation among subspe-

10 Williford et al.: Molecular Ecology of New World Quails MOLECULAR ECOLOGY OF NEW WORLD QUAILS 47 cies of the northern bobwhite (Nedbal et al. 1997, White Blackwell 1998). Zink and Blackwell (1998) were unable et al. 2000, Halley et al. 2015). Nedbal et al. (1997) to resolve the phylogenetic position of the scaled or concluded substantial genetic differentiation between elegant quails relative to California and Gambel’s quails, Texas (C. virginianus texanus) and the eastern bobwhite but recent multilocus data supported the hypothesis that (C. v. virginianus) as part of a study of population Callipepla is divided into 2 sister clades: 1 composed of restoration. White et al. (2000) found that masked and California and Gambel’s quails and the other of elegant Texas bobwhites were more closely related than either and scaled quails (Hosner et al. 2015). was to populations from the eastern United States. The California quail was the first species of New Williford et al. (2014a) also found smaller genetic World quail to be the focus of a phylogeographic study distances between masked and Texas bobwhites, but little (Zink et al. 1987). Allozymic data revealed weak differentiation within Texas. The discrepant conclusions phylogeographic structure and genetic differentiation may be attributed to geographic sampling and the genetic among the subspecies of California quail (Zink et al. markers used. The White et al. (2000) sample size was 1987), a conclusion also supported by mitochondrial DNA relatively small and a limited number of populations were sequences (Williford 2013). Zink et al. (1987) concluded sampled. Nedbal et al. (1997) used 6 mitochondrial loci, that the geographic distribution of genetic variation which probably captured more accumulated genetic supported the hypothesis that the California quail differences. Similarly, a recent study of bobwhites in dispersed into Baja California after the peninsula’s union Texas and based on whole mitochondrial with the southern California 3–5 MYA. Analysis of genomes from 50 individuals revealed 2 divergent mitochondrial DNA sequences revealed that the scaled lineages separated by 103 mutational steps (Halley et al. quail exhibits low genetic diversity, little phylogeographic 2015), but genetic differentiation was not congruent with structure, and evidence of postglacial demographic subspecies, or ecoregions. Although the findings of expansion (Williford et al. 2014b). Scaled quail displayed Nedbal et al. (1997), Halley et al. (2015), and Williford the greatest amount of genetic diversity in southern Texas, et al. (2016) appear to be at odds, it should be noted that whereas genetic diversity was lower in the remainder of Williford et al. (2016) detected 3 mitochondrial lineages the scaled quail’s geographic range. This suggests that based on the analysis of the geographic distribution of southern Texas or northern Mexico´ may have served as a genetic polymorphisms. One lineage was largely restrict- refugium for the scaled quail during the Pleistocene, and ed to southern Texas and Mexico,´ the second was most the species expanded after the termination of the last abundant in the United States, and a third rarer lineage major glaciation (Williford et al. 2014b). occurred in scattered localities in Mexico´ and the United The Gambel’s quail exhibits strong phylogeographic States. It is possible that 2 of the weakly differentiated structure, with divergent lineages separated by a large lineages detected by Williford et al. (2016) may be genetic gap (Williford et al. 2014c), unlike the northern identical to genetic clusters identified by Nedbal et al. bobwhite, scaled, and California quails. Many desert- (1997) and Halley et al. (2015). The use of a single adapted species in North America exhibit a phylogenetic mitochondrial gene and a small number of nucleotides in break between populations in the Chihuahuan and several recent studies (Eo et al. 2010; Williford et al. Sonoran desert regions (Riddle and Hafner 2006). The 2014a, 2016) may provide only a weak phylogeographic geographic distribution of the 2 lineages of Gambel’s signal, thus preventing or limiting the detection of genetic quail was suggestive of a similar split, consistent with past differentiation (Halley et al. 2015). In contrast, the results fragmentation and isolation in separate refugia during the of studies that have used multiple mitochondrial loci last glacial period (Williford et al. 2014c). The current (Nedbal et al. 1997, Halley et al. 2015) are difficult to geographic distributions of the 2 lineages overlap interpret in a phylogeographic context because of the substantially, probably as a result of range expansion extremely limited sampling of the northern bobwhite’s and secondary contact that occurred after the end of the extensive geographic distribution. Future phylogeo- Pleistocene. graphic studies of the northern bobwhite should be Most subspecies of scaled, California, and Gambel’s conducted on a range-wide scale and use multiple quails are based on minor variations of body size, and mitochondrial and nuclear loci to gain an accurate plumage coloration and tone (Madge and McGowan understanding of this species’ biogeographic and demo- 2002). As with the bobwhites, phylogeographic studies of graphic history. California, Gambel’s, and scaled quails found little congruence between geographic patterns of genetic Other Species of New World Quails variation and subspecies taxonomy (Zink et al. 1987; Williford et al. 2014b, c). One possible exception to this The genus Callipepla consists of 4 species with was observed in the scaled quail. The chestnut-bellied partially overlapping geographic ranges distributed scaled quail (C. squamata castanogastris), a subspecies throughout much of southwestern North America. Elegant restricted to southern Texas and northeastern Mexico,´ (Callipepla douglasii), California, and Gambel’s quails exhibited weak but statistically significant genetic differ- were formerly placed in the genus Lophortyx, distinct entiation from scaled quail in the western part of the from, but closely related, to the scaled quail (Holman species’ range (Williford et al. 2014b). Genetic diversity 1961). Genetic data later supported relationships based on was also higher in the range of the chestnut-bellied scaled morphological data, and showed that these 4 species were quail than in the western portion of the range. This may each other’s closest relatives (Gutı´errez 1993, Zink and imply that southern Texas and northeastern Mexico´

11 National Quail Symposium Proceedings, Vol. 8 [2017], Art. 20 48 WILLIFORD ET AL. served as a Pleistocene refugium for scaled quail and that polymorphic microsatellite markers have been developed the scaled quail came to occupy much of its western range for the scaled quail (Orange et al. 2014), California and as a result of recent range expansion (Williford et al. Gambel’s quails (Gee et al. 2003), mountain quail (for the 2014b). However, additional genetic markers and in- purposes of molecular sexing; Delehanty et al. 1995), and creased sampling will be necessary to confirm this the black-breasted wood-quail (Odontophorus leucolae- finding. mus; Hale and Hughes 2003). Phylogeographic structure also appears to be weak in Montezuma quail. Allen (2003) found that Montezuma Population and Landscape Genetics of Northern quail from and Texas were not genetically Bobwhite distinct from one another based on mitochondrial DNA sequences. One reason for this is that Montezuma quails As with mitochondrial DNA, studies that used in Arizona and Texas may not have been isolated from allozymes (Ellsworth et al. 1989) and microsatellites one another long enough to achieve significant genetic (Valentine 2007, Terhune 2008, Evans et al. 2012, differentiation. The number of valid species of wood- Berkman et al. 2013a, Miller 2014) concluded that the quails (Odontophorus spp.) remains uncertain (Johnsgard northern bobwhite exhibits weak population structure. 1988, Madge and McGowan 2002). Despite the use of The weak genetic differentiation among bobwhite popu- mitochondrial and nuclear DNA sequences, Hosner et al. lations in the southeastern United States and the Great (2015) failed to resolve species relationships among the Plains is correlated with habitat fragmentation and wood-quails but also found no support for plumage-based dispersal barriers (Terhune 2008, Miller 2014). Popula- phylogenetic relationships proposed by Johnsgard (1988). tions of northern bobwhite in Illinois, in contrast, exhibit The assessment of species limits among the wood-quails no correlation between genetic differentiation and poten- will probably require the use of not only multilocus data tial dispersal barriers (Berkman et al. 2013a). Northern but broader taxonomic and geographic sampling and bobwhite populations in southern Texas also exhibit no multivariate analysis of morphometric and plumage traits. correlation between genetic differentiation and dispersal barriers; but, unlike Illinois, populations do display weak signal of isolation by distance (Wehland 2006, Miller POPULATION AND LANDSCAPE 2014). This may be due to the possibility that bobwhites GENETICS are unlikely to disperse from favorable habitat (Berkman et al. 2013b) or, in the case of south Texas, the existence Population genetics is the study of the genetic of sufficiently large areas of suitable habitat and few composition of populations, and specifically focuses on dispersal barriers (Miller 2014). Despite sharp, ongoing changes in allele frequencies and allelic diversity as a population declines and habitat fragmentation, most function of mutation, migration, genetic drift, and studies employing molecular markers have shown that inbreeding (Gillespie 2004). Landscape genetics is the genetic diversity in northern bobwhites is relatively high study of how contemporary landscape features and and similar among populations (Eo et al. 2010, Evans et environmental gradients influence genetic structure at al. 2012, Miller 2014, Williford et al. 2014a). Species population and individual levels and affect evolutionary characterized by short lifespans, high population turnover, processes, such as gene flow and natural selection (Manel and limited dispersal capabilities are expected to exhibit and Holderegger 2013). Collectively, population and not only a high degree of population structure but also low landscape genetics provide insight into maintenance and or highly variable levels of genetic diversity (Harrison and loss of genetic diversity, adaptation to environmental Hastings 1996). Genetic effects of population fragmenta- changes, sex-biased dispersal, and rates of gene flow tion may be obscured by a number of confounding factors, among populations (Gillespie 2004, Manel and Holder- including signals of past demographic expansions (Con- egger 2013). gdon et al. 2000) and historically large census and The northern bobwhite has been the subject of most effective population sizes (Mbora and McPeek 2010). population and landscape genetics studies of New World also influences effective population size, quails. Early studies of bobwhite population genetics genetic diversity, and population structure (Wright 1965, relied on allozymes (Ellsworth et al. 1988, 1989). As a Nunney 1993, Withler et al. 2004, Pearse and Anderson result of the ease of sample preparation and their higher 2009). Mating systems that incorporate .1 male mate/ variability, microsatellite DNA markers (or short tandem female are likely to have higher effective population sizes repeats) have largely replaced allozymes as the most (Sugg and Chesser 1994). Although usually described as important marker for the study of contemporary popula- monogamous, recent studies have revealed that northern tion structure, genetic relatedness, dispersal, genetic drift, bobwhites often engage in polygamy and polyandry and population size changes in wild populations (Curtis et al. 1993, Burger et al. 1995). Polygynous (DeYoung and Honeycutt 2005, Selkoe and Toonen mating, the ability to produce 2 broods/year, and mixing 2006). The development of polymorphic microsatellite of subpopulations via the autumn dispersal of juveniles markers for the northern bobwhite (Schable et al. 2004, may serve to maintain high genetic diversity and effective Faircloth et al. 2009) has resulted in a recent surge of population size and overall weak population structure population and landscape genetics studies. Research on observed in northern bobwhites (Miller 2014). Finally, a the population and landscape genetics of other species of species may undergo demographic collapse at such a rapid New World quails has been more limited although rate that it is driven to extinction before the negative

12 Williford et al.: Molecular Ecology of New World Quails MOLECULAR ECOLOGY OF NEW WORLD QUAILS 49 impacts of low genetic diversity become apparent (Lande Wood-quails are unique among New World quails in 1988). The demographic collapse that has occurred in that they live in small groups of 4–10 individuals year- many parts of the northern bobwhite’s range may have round (Johnsgard 1988, Madge and McGowan 2002). The occurred too rapidly to have had a noticeable impact on use of playback calls and microsatellite genetic analysis genetic diversity. confirmed that the black-breasted wood-quail lives in groups consisting mostly of closely related adults and Genetic Consequences of Translocations of Wild and offspring that occupy the same territory for many years Pen-reared Northern Bobwhite and defend it against conspecifics (Hale 2004, 2006). High levels of relatedness among juveniles within coveys Attempts to restock or supplement declining bob- suggested that monogamy may be the dominant mating white populations often involved the use of translocated strategy in black-breasted wood-quails (Hale 2004). wild or and pen-reared birds (Brennan 2007, Brennan et Although genetic data indicated that coveys of black- al. 2014). Hybridization and introgression between native breasted wood-quails were largely composed of close populations and translocated or captive-bred stocks can relatives, coveys also contained unrelated or distantly erase historical genetic records, reduce genetic diversity, related individuals, which suggests that covey structure is and lead to the loss of local adaptations (Rhymer and not that of a simple nuclear family (Hale 2004). Hale Simberloff 1996, Avise 2004, Champagnon et al. 2012). (2004) also found that genetic relatedness and differen- Aldrich (1946a, b) argued that lack of adaptation to local tiation was negatively correlated with geographic distance environments would prevent the long-term survival of for males but not females, which indicates that females bobwhite subspecific stocks introduced to regions outside may disperse from natal sites more often than males. of their natural ranges. If this reasoning is correct, the effects of interbreeding should have a limited effect on receiving populations. Several case studies of captive- GENOMICS bred bobwhites provide insightful inductions. Most genetic studies of bobwhites have failed to The most common genetic markers, including most detect introgression from translocated or captive-bred mitochondrial DNA or microsatellite loci, are selectively bobwhites (Valentine 2007; Berkman et al. 2013a; neutral. Therefore, the markers are useful for the Williford et al. 2014a, 2016). As a result, captive-bred estimation of relationships and recent demographic bobwhites seem to lack the behaviors necessary for history among individuals, populations, or taxa, but are survival in the wild (Roseberry et al. 1987, Herna´ndez et often blind to adaptive variation. Management units based al. 2006, Newman 2015). Overall, the results of field solely on neutral variation may risk the loss of local studies suggest that translocated wild and pen-reared adaptation (Bekessy et al. 2003, Hoekstra et al. 2004, bobwhites have lower rates of survival than native birds Perez-Ema´ ´n et al. 2010). Population structure based on and fail to establish self-sustaining populations (Buechner geographic patterns of neutral genetic variation may be 1950, Roseberry et al. 1987, DeVos and Speake 1995, congruent with the geographic distribution of diversity in Nedbal et al. 1997; but see Phillips 1928, Pitelka 1948, genes related to adaptive traits. For example, the Evans et al. 2009, Woods 2013, Halley et al. 2015). This plumage-based subspecies taxonomy of the Central is perhaps because wild bobwhites typically have higher American , the slate-throated redstart (Myiobo- genetic diversity than do captive-bred stocks (Ellsworth et rus miniatus), is not congruent with the species’ al. 1988, Evans et al. 2009). mitochondrial DNA phylogeographic structure despite experimental evidence that color patterns on the tail are Population Genetics in Other Species of New World instrumental in prey capture (Perez-Ema´ ´n et al. 2010). The widespread use of mitochondrial DNA and micro- Quails satellites has been due partly to the expense and difficulty Population genetics studies of Callipepla species of producing genetic markers, such as single nucleotide have focused on the dynamics of natural hybridization polymorphisms (SNPs), to assess adaptive variation between California and Gambel’s quails in southern (Avise 2004, DeYoung and Honeycutt 2005). In addition, California. The geographic ranges of both species overlap, genome resources for model organisms were lacking, and but the species differ in plumage and vocalization (Gee practically nonexistent for nonmodel organisms. Howev- 2005, Gee et al. 2013, Calkins et al. 2014). Gee (2004) er, recent technological advances, new sequencing found a gradient of genetic, plumage, and morphometric technology, and increases in computing power have made traits highly correlated with a west-to-east gradient of the production of large numbers of SNPs from nonmodel environmental variables across the zone. Hybrids organisms routine; rapid and cost-efficient assessment of more closely resemble the California quail on the western population structure, genetic diversity, and adaptive side of the hybrid zone, whereas birds resembling the variation is now a reality (Davey and Blaxter 2011, Gambel’s quail become more common on the eastern side Ekblom and Galindo 2011). In fact, the cost of sequencing of the hybrid zone (Gee 2004). Fitness costs associated whole genomes has become less expensive and the with interspecific hybridization may be outweighed in number of whole genomes from nonmodel organisms is mixed species coveys by the fact that resident pairs, increasing rapidly (Dheilly et al. 2014, Ellegren 2014). including mixed species pairs, begin breeding earlier than Rawat et al. (2010a, b) produced the first annotated pairs that form outside of the covey (Gee 2003). library of genomic data for the northern bobwhite. The

13 National Quail Symposium Proceedings, Vol. 8 [2017], Art. 20 50 WILLIFORD ET AL. genomic library is available through the Bird Genomics and value to managers. In the northern bobwhite, for Knowledge Base (http://systemsbiology.usm.edu/ example, dispersal and connectivity are apparently a BirdGenomics/NBwhite_Transcripotmics.html; originally much more important factor driving population structure available the Quail Genomics Knowledgebase, http:// than originally thought. This finding then leads to the www.quailgenomics.info). A draft genome for the implication that the scale of our management efforts northern bobwhite was completed in 2014 (Halley et al. should be extended from individual properties to the 2014) and can be accessed through the publically broader landscape or even ecological region. available database GenBank (http://www.ncbi.nlm.nih. Molecular genetics, when used in conjunction with gov/). The genome is not yet annotated, but serves as a other tools such as ecological niche modeling (Williford resource for SNP discovery and future discovery of et al. 2016), provides managers with an objective basis for adaptive variation. understanding why these birds are found where they currently exist, at least at the scale of their geographic distribution. Such information points to the folly of efforts FUTURE DIRECTIONS AND to translocate species outside of their native ranges, which MANAGEMENT IMPLICATIONS has been tried for many different species of quails over many years. If managers and other stakeholders consid- Little is known about the molecular ecology of most ered the evolutionary factors that shaped the geographic species of New World quail, including many species that distributions of quails that we observe today, they would are currently in decline. Range-wide phylogeographic see that efforts to translocate California quail from studies of the wood-quails, tree-quails, tawny-faced, California to Pennsylvania (proposed back in the Montezuma, ocellated, singing, mountain, banded, and 1990s), or to translocate California quail from eastern elegant quails are necessary to ascertain levels of genetic Oregon to East Texas (an active proposal at the time of diversity and population structure—the first steps toward this writing, believe it or not) are likely to be wastes of delineation of management units. Conclusions from time and treasure. In contrast, using the translocation to previous studies regarding phylogeographic history, successfully recolonize restored habitats, as has been done subspecies taxonomy, and management units within the with mountain quail in southeastern Oregon (Budeau and northern, black-throated, and crested bobwhites and the Hiller 2012), represents the evolutionary basis of a California, Gambel’s, and scaled quails should be management success. confirmed using different markers and methodologies. For example, an ideal future range-wide phylogeographic study of the 3 bobwhite species would incorporate whole ACKNOWLEDGMENTS mitochondrial genomes, and SNPs or whole nuclear genomes, sampled over a broad geographic range. Tran- We thank the Lawrence Family Foundation, Caesar scriptome research on the northern bobwhite is necessary Kleberg Foundation for Wildlife Conservation, and the in order to fully annotate the bobwhite genome and many hunters and private land stewards that value native increase its usefulness. The continuing decrease in cost rangelands in southern Texas and elsewhere for their and difficulty of conducting genomic research on non- support of our genetic research on New World quails. The model organisms will allow quail biologists to more easily quality of this manuscript was greatly improved by suggestions and advice from C. Parent, E. Grahmann, and assess adaptive variation in wild populations. 2 anonymous reviewers. The C. C. Winn Endowed Chair Genetic data have shown that morphology-based supported L. A. Brennan and D. Williford was partly subspecies may not always be an accurate guide to the supported by funds from the South Texas Charity geographic distribution of genetic diversity. Therefore, Weekend. This is Caesar Kleberg Wildlife Research assessment of genetic distinctiveness should be carried Institute Publication Number 16-135. out before using subspecies as management units. Phylogeographic studies combining genetic data and ecological niche modeling have shown that all 3 bobwhite LITERATURE CITED species are highly sensitive to past climatic oscillations. All 3 species exhibited contractions during the last major Aldrich, J. W. 1946a. Significance of racial variation in birds to glaciation and during the last interglacial, when the wildlife management. Journal of Wildlife Management 10:86– 93. Earth’s climate was much warmer. Other species of New Aldrich, J. W. 1946b. The United States races of the bob-white. Auk World quails may be equally sensitive to climatic 63:493–508. fluctuations. Incorporating future climate change into Allen, T. H. 2003. Mitochondrial genetic variation among the management of New World quails will require the use populations of Montezuma quail (Cyrtonyx montezumae)in of molecular methods and ecological niche modeling to the southwestern United States. Thesis, Sul Ross State gain insight into how these species responded to past University, Alpine, Texas, USA. climatic changes and to identify regions that served as American Ornithologists’ Union [AOU]. 1998. Check–list of North refugia during warm and cold periods. American birds. Seventh edition. American Ornithologists’ Union, , D.C., USA. Despite the pressing need for additional ecological Armstrong, M. H., E. L. Braun, and R. T. 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14 Williford et al.: Molecular Ecology of New World Quails MOLECULAR ECOLOGY OF NEW WORLD QUAILS 51

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