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The Auk 122(1):50–56, 2005 © The American Ornithologists’ Union, 2005. Printed in USA.

PHYLOGENETIC POSITION AND GENERIC PLACEMENT OF THE SOCORRO (THRYOMANES SISSONII) Jzf E. Mfy¤ G»r,1,4 Bnf R. Bfg,2 fi A. T|xi Pyx3,5 1Department of Biology, University of Missouri-St. Louis, 8001 Natural Bridge Road, St. Louis, Missouri 63121, USA; 2J. F. Bell Museum of Natural History, University of Minnesota, St. Paul, Minnesota 55108, USA; and 3Instituto de Biología, Universidad Nacional Autónoma de México, D.F. 04510, México.

Agxyfy.—Since early in its taxonomic history, placement of the (Thryomanes sissonii) has been an object of contention. Of particular interest is its placement in the Thryomanes, which makes that genus ditypic and leads to an odd biogeographic scenario for the Socorro Wren’s colonization of Socorro . We assessed its phylogenetic position by analyzing 516 base pairs of mitochondrial DNA sequences from the ND2 gene of this and 14 additional wren taxa. Contrary to its present placement, the Socorro Wren is nested phyloge- netically within the species complex, being placed as sister to the aedon + T. musculus. The current hypothesis (i.e. sister to Thryomanes bewickii) is strongly invalidated by our analysis. Our analyses indicate that the most appropriate taxonomic classifi cation for the Socorro Wren is Troglodytes sissonii. Received 29 January 2003, accepted 20 July 2004.

Key words: Revillagigedo Archipelago, , Socorro Wren, Thryomanes sissonii, Troglodytes sissonii.

Posición Filogenética y Ubicación Genérica de Thryomanes sissonii

Rxzr.—Desde el comienzo de su historia taxonómica, la ubicación de Thryomanes sissonii, una especie de troglodítido endémica de la isla Socorro, ha sido objeto de controversia. De particular interés es su ubicación actual en el género Thryomanes, la cual hace que este género sea ditípico y plantea un escenario bio- geográfi co extraño en cuanto a la colonización de Socorro por parte de esta especie. En este estudio determinamos la posición fi logenética de T. sissonii analizando secuencias de 516 pares de bases del gen mitocondrial ND2 para esta especie y para 14 taxa adicionales de la famila Troglodytidae. En contraste con su ubicación actual, T. sissonii se encuentra anidado fi logenéticamente al interior del complejo de Troglodytes aedon, como la especie hermana del clado formado por T. aedon y T. musculus. La hipótesis actual (i.e. que la especie es hermana de Thryomanes bewickii) es fuertemente invalidada por nuestros análisis. Nuestros resultados indican que la clasifi cación taxonómica más adecuada para esta especie es Troglodytes sissonii.

T S W (Thryomanes sissonii) is an remained unclear for more than a century, and endemic taxon of Socorro Island, an island off its placement in either Thryomanes or Troglodytes the west coast of (18°47’N, 110°59’W). remains unresolved. The Socorro Wren was fi rst The taxonomic affi nities of this species have collected by Andrew Jackson Grayson during his expedition to Socorro Island in 1865. Upon arrival in mainland Mexico, he sent all of his specimens to the and 4E-mail: [email protected] granted permission to S. F. Baird to classify the 5Present address: Natural History Museum, University of Kansas, Lawrence, Kansas 66045, USA. new taxa (Bryant 1891). Later, he decided to 50 January 2005] Socorro Wren 51 describe them himself and classifi ed the Socorro sequences from this species, fi ve additional Wren as Thryothorus sissonii (Grayson 1868). wren taxa, and one outgroup (Table 1) and Although uncertain of his generic allocation combined them with sequences from GenBank (for lack of comparative specimen material), he (deposited by Rice et al. 1999). We used Certhia considered it the most appropriate at the time. americana as a more appropriate outgroup than His description published in The California Rice et al.’s (1999) Gymnorhinus cyanocephalus Farmer went unnoticed by ornithologists, (a very distant taxon) and leucost- including Grayson’s most sincere admirers icta (a taxon appearing as sister to Troglodytes (e.g. Lawrence 1871, Bryant 1891). Contrary to [Nannus] troglodytes in their phylogeny). Thus, Phillips (1986), Grayson never admi ed that the mtDNA sequence data set consisted of 516 his descriptions were improperly published. base pairs (bp) of the ND2 gene for 15 wren AV er he died in 1869, G. N. Lawrence’s post- taxa, plus 1 outgroup taxon. humous publication of Grayson (1871) led to We extracted whole-genomic DNA from the misunderstanding. muscle tissues and a blood sample of the Unaware of Grayson’s earlier description, Socorro Wren using QIAmp tissue extraction Lawrence (1871) described the Socorro Wren as kit, following manufacturer’s protocols (Qiagen, Troglodytes insularis. He noted a striking similar- Valencia, California). We obtained sequences via ity between the Socorro Wren and T. aedon [= mus- polymerase chain reactions (PCR) using TAQ culus] inquietus from Panama. Oberholser (1898) DNA polymerase (Promega, Madison, Wiscon- moved the species to the genus Thryomanes solely sin) for the entire ND2 gene, using the primers on the basis of bill depth and shape of the nares. L5215 (5’-TATCGGGCCCATACCCCGAATAT- That generic placement soon became fi rmly 3’), developed by Hacke (1996), and H1064 established (e.g. Ridgway 1904, McLellan 1926). (5’-CTTTGAAGGCCTTCGGTTTA-3’), equiva- Thus, the Socorro Wren was set as Thryomanes lent to position 6,297 in the Desjardins and insularis, in spite of Lawrence’s (1871) original Morais (1990) nomenclature and developed by placement in the genus Troglodytes. Drovetski et al. (2004). Amplifi cation was carried Taylor (1951) concurred with Oberholser’s out for 35 cycles under the following profi le: an placement of the species in Thryomanes, and initial 94°C hotstart for 150 s, 94°C denaturing that placement was followed by taxonomic for 30 s, 55°C annealing for 30 s, extension at authorities (e.g. Mayr and Short 1970, American 72°C for 70 s, and terminal extension at 72°C Ornithologists’ Union [AOU] 1998), though a for 10 min. We purifi ed PCR products using few workers have since voiced doubts (Phillips QIAquick PCR purifi cation (Qiagen). 1986, Howell and Webb 1995). Taylor (1951), We sequenced PCR products for both primers however, challenged the priority of Lawrence’s on an ABI 3700 automated sequencer (Applied (1871) description, providing evidence of Biosystems, Foster, California), following man- Grayson’s original work. Hence, Grayson’s orig- ufacturer’s protocols. We aligned and edited inal specifi c epithet sissonii was revived for the sequences with SEQUENCHER, version 3.1.1 taxon, and has been maintained since (Banks (Gene Code Corporation, Ann Arbor, Michigan). and Browning 1995). All sequences were deposited in GenBank The objective of the present study is to re- (AY465888–AY465894). Although we obtained evaluate the case in the light of new evidence. the entire ND2 gene sequence, we used only On the basis of newly available tissue specimens that portion of the gene available from Rice et al. of the species, and prior phylogenetic studies of (1999); their data set contained 534 bp, of which the Troglodytidae, we performed additional 18 were beyond the 3’ end of the ND2 gene and analyses using mitochondrial DNA (mtDNA) were not included in our analyses. sequences to elucidate the relationships of this To ensure that the sequences used were enigmatic species. Below, we provide taxonomic of mitochondrial origin, we examined them recommendations for the Socorro Wren. for insertions, deletions (indels), and internal stop codons: indels and internal stop codons Myix would be observed if sequences did not code for proteins. We observed no indels or internal To determine the phylogenetic position of stop codons, and so we are confi dent that we the Socorro Wren, we obtained partial mtDNA obtained mitochondrial sequence data. 52 Mfy¤ G»r, Bfg, fi Pyx [Auk, Vol. 122 m of Natural Science. ; FMNH = Field Museum of Natural History,; ; FMNH = Field Museum of Natural History,; ed blood AY465888 Minnnesota, USA Minnnesota, USA BMNH Uncategorized AY465894 Missouri, USA Missouri, USA KU 2470 AY465891 Kansas, USA Kansas, USA KU 2781 AY465894 Minnnesota, USA Minnnesota, USA Maine, USA Illinois, USA Illinois, USA BMNH Oaxaca, Mexico Oaxaca, Mexico Chiapas, Mexico BMNH 41546 FMNH Cartago, FCUNAM FMNH Peru Pasco, Uncategorized FCUNAM Amazonas, Venezuela LSU FCUNAM 68256 Cartago, Costa Rica LSU OMVP213 AY465889 AF104978 1778 Loreto, Peru BMM607 1815 LSU AF104973 LSU AY465892 19926 AF104977 AF104976 7395 AF104979 KU 19924 AF104982 8178 AF104983 AF104974 814 AF104981 AF104972 Campeche, Mexico KU 2174 AY465893 Socorro Island, Mexico Mist-ne

Certhia americana T. bewickii T. T. ludovicianus T. platensis (Nannus) troglodytes Troglodytes T. (Nannus) troglodytes (Nannus) troglodytes T. aedon T. musculus T. brunneicollis T. rufociliatus T. ochraceus T. solstitialis T. rufulus T. browni Thryorchilus leucosticta Henicorhina Thryothorus (ludovicianus) albinucha Thryomanes (Troglodytes) sissonii Thryomanes (Troglodytes)

a

a

a a

a

a a Sequences obtained by authors; all others are from Rice et al. (1999), GenBank. a Abbreviations: KU = University of Kansas Natural History Museum; BMNH = Bell Museum of Natural History, University of Minnesota University of Kansas Natural History Museum; BMNH = Bell Museum History, Abbreviations: KU = University Sedge Wren Socorro Wren Winter Wren Winter Wren Winter Northern House Wren Southern House Wren Brown-throated Wren Wren Rufous-browed Wren Tepui White-breasted Wood-Wren Brown Creeper Carolina Wren Bewick’s Wren Bewick’s Tissue GenBank accession GenBank number number Tissue used in the study. 1. Taxa Tfgq Name Taxa Collection Wren White-browed Locality FCUNAM = Museo de Zoología Facultad de Ciencias, Universidad Nacional Autónoma de México; LSU = Lousiana State University Museu Autónoma de México; LSU = Lousiana State University Nacional FCUNAM = Museo de Zoología Facultad Ciencias, Universidad January 2005] Socorro Wren Taxonomy 53

We conducted parsimony analyses in weighted parsimony tree using a Shimodaira PAUP*, version 4.0b.10 (Swoff ord 2002), using and Hasegawa (1999) test. a branch-and-bound search with all positions and transversions–transitions weighted Rxzqyx equally (tree bisection reconnection [TBR] is an option only in heuristic searches). Additional Of 516 bp of the ND2 gene analyzed, 245 were analyses were carried out under the following variable and 157 were phylogenetically infor- transversion–transition weighting schemes: mative; of those 157 bp, 34 were in fi rst-codon 2/1, 4/1, 8/1, and 10/1. We determined support positions, 16 in second-codon positions, and for each node via heuristic bootstraps (1,000 107 in third-codon positions. Parsimony analy- replicates; Felsenstein 1985). We calculated sis using a branch-and-bound search resulted Bremer support values for the equally weighted in a single most-parsimonious tree of 519 steps parsimony tree (Bremer 1988) using TREEROT (consistency index [CI] = 0.6243, retention index (Sorenson 1999). [RI] = 0.5768; Fig. 1). The CI, with uninformative For maximum likelihood (ML), we used characters excluded, was 0.5301. MODELTEST, version 3.06 (Posada and The critical node for our analyses is that link- Crandall 1998) to determine the model that ing Thryomanes sissonii, Troglodytes aedon, and T. best explained the data, using a hierarchical musculus. That clade received unequivocal boot- likelihood ratio test. We determined nodal strap support in all analyses, including a poste- support for the maximum likelihood analysis rior probability of 1.0 in the Bayesian analysis via branch-and-bound bootstraps with 100 rep- (Fig. 1). Those taxa, together with T. brunneicol- licates. Bayesian analyses were implemented lis, are part of a larger clade that makes up the in MRBAYES, version 2.01 (Huelsenbeck and House Wren complex; all parsimony analyses Ronquist 2001). (not shown) using the diff erent transversion– In the Bayesian analyses, the gamma-shape transition weighting schemes recovered this parameter and base frequencies were not defi ned clade (clade A; Fig. 1). That is, in combina- a priori; instead, those parameters were treated as tion with the strong support for a node with unknowns to be estimated during the analysis. Thryomanes bewickii + Thryothorus ludovicianus, Markov chain Monte Carlo (MCMC) simulations the preceding results confi rm that the Socorro via four chains were run for 2,000,000 genera- Wren is not related to Bewick’s Wren, and is tions; for every 100 generations, a data point was in fact nested within Troglodytes. A Shimodaira saved for subsequent analysis. Random swap- and Hasegawa (1999) test signifi cantly (P < ping between chains decreases the likelihood 0.05) rejected the user-defi ned tree that placed that an individual chain will be trapped in a local Thryomanes sissonii as sister to T. bewickii as a optima. A plot (not shown) of likelihood values be er explanation of the data versus the equally versus generation determined that the likelihood weighted parsimony tree. values leveled off at ∼50,000 generations. To ensure that subsequent analyses were not Dnxzxxn biased by “burn-in” trees, we removed the fi rst 99,900 generations, or the fi rst 999 trees; we Thryomanes sissonii was placed with high sup- retained the remaining 19,001 trees for addi- port as a lineage basal to Troglodytes aedon and T. tional analysis. (“Burn-in” trees are those trees musculus under three distinct optimality criteria obtained before the log-likelihood values reach and numerous models of molecular evolution stationarity and are discarded before posterior (Fig. 1). Moreover, the Socorro Wren is part of probabilities are calculated.) We obtained a 50% the House Wren complex and of a larger clade majority rule consensus tree from those remain- containing members of Troglodytes. Although the ing trees. Percentage of times a given node topology of those might change with the appears in the posterior distribution of retained addition of other taxa (e.g. other insular forms of trees is interpreted as the posterior prob- Troglodytes), it should be expected that the mono- ability of that node (Huelsenbeck and Ronquist phyly of Troglodytes would be supported, with the 2001). We examined alternative phylogenetic exception of Troglodytes [= Nannus] troglodytes. hypotheses by creating user-determined trees Rice et al. (1999) observed that T. troglodytes and comparing that topology with the equally did not appear within the clade containing the 54 Mfy¤ G»r, Bfg, fi Pyx [Auk, Vol. 122

Fnl. 1. Phylogenetic hypotheses suggested via maximum parsimony (MP), maximum likelihood (ML), and Bayesian analyses of ND2 mitochondrial DNA sequences. (Left) Topology resulting from equally weighted parsimony analysis. Numbers above lines are bootstrap values; numbers below are Bremer support values. (Right) Topology resulting from ML and Bayesian analyses. Numbers outside of parentheses are bootstrap values for the ML topology, numbers inside are Bayesian posterior probabilities. Bootstrap values for clade A were relatively high in each analysis (ML = 56, MP equal = 74, MP 2× tv/ts = 72, MP 4× tv/ts = 71, MP 8× tv/ts = 67, MP 10× tv/ts = 65, Bayesian = 0.81). For ML analysis, the following model (–lnL = 2991.5352; base frequencies: A = 0.3076, C = 0.3794, G = 0.0890, T = 0.2240; rate matrix: AC = 1.0, AG = 20.88, AT = 0.8990, CG = 0.8990, CT = 6.7244, GT = 1.0; proportion of invariable sites = 0; and gamma-shape parameter = 0.3834) was selected by MODELTEST, version 3.06 as the most appropriate model of evolution that explains the data set. The estimated Bayesian parameters were –ln = –3015.12 ± 23.22, A = 0.312 ± 0.0003, C = 0.386 ± 0.0004, G = 0.087 ± 0.00009, T = 0.215 ± 0.003, ∝ = 0.360 ± 0.002 (parameters that were not fixed in the Bayesian analysis and differ from those obtained with MODELTEST). Incongruences between alternative topologies are highlighted with dashed lines. For clarity, branch lengths are not shown. other members of the genus Troglodytes. Here, complex as currently conceived is paraphyletic using a diff erent outgroup and adding fi ve new (clade A, Fig. 1). The House Wren of montane taxa to the analysis resulted in the placement of Mexico and the extreme southwestern United T. troglodytes basal to Thryorchilus browni and the States, which has been recognized at the spe- other Troglodytes (and to Cistothorus platensis in cifi c level (as T. brunneicollis), is basal to the one tree). This pa ern supports Rice et al.’s (1999) clade containing the Northern and Southern placement of Troglodytes troglodytes as Nannus house (T. aedon and T. musculus; AOU troglodytes, though its defi nitive placement will 1998), and the Socorro Wren (Thryomanes sis- depend on the fi nal position of Cistothorus and sonii). Hence, to avoid nonmonophyly in a Thryorchilus in relation to Troglodytes; the alter- species-level taxonomy, two options are avail- native to treatment as Nannus would be a very able: (1) lump the entire Thryomanes sissonii inclusive Troglodytes. + house wren clade into a single inclusive The phylogenetic hypothesis for Troglodytes species, Troglodytes aedon, or (2) split the in our analysis suggests that the House Wren clade provisionally into lowland (T. aedon, T. January 2005] Socorro Wren Taxonomy 55 musculus) and highland (T. brunneicollis) spe- a much more parsimonious biogeographic cies and recognize Troglodytes sissonii. interpretation of the of the Islas It has been suggested that the insular forms of Revillagigedo (Bra strom 1990). house wrens sca ered throughout the Caribbean and Pacifi c probably descended from Ap|qilryx continental lowland forms (Rice et al. 1999), but many aspects of their evolution remain We thank J. Dean at the U.S. National Museum intriguing. The Clarion Wren (T. tanneri) and the of Natural History, and S. Kane at the New York Socorro Wren, the only members of the genus Lyceum, for their assistance in untangling the in the Revillagigedo Archipelago, may prove to complex history of publications by Grayson be sister species. However, they diff er markedly and Lawrence. Permits for collection of tis- in size, and their songs have diff erent structures sues were granted by the Instituto Nacional de and do not elicit responses in the other species Ecología–SEMARNAP (permit numbers DOO (Howell and Webb 1995, Baptista and Martínez- 700-[2]789, DOO 700-[2]318, DOO 750-2248/97). Gómez 2002). The Wren (T. beani), Lab work was done in the Zink Lab, University thought to be a close relative of the Northern of Minnesota. This manuscript benefi ted from House Wren by some authors but considered the comments of P. Berendzen, A. W. Jones, J. closely related to the Caribbean house wrens Pérez Emán, C. D. Cadena, S. J. Hacke , and an by others (AOU 1998), represents another case anonymous reviewer. that awaits revision. Wrens in the Caribbean are certainly house wrens on the basis of morphol- Lnyfyz Cnyi ogy and behavior, but their origins and species limits remain controversial: subspecies of T. Arnf Onyqlnxyx’ Un. 1998. Check- aedon of recent origin versus distinct species list of North American , 7th ed. American representing much older lineages. Ornithologists’ Union, Washington, D.C. We believe that the most parsimonious course Bfpx, R. C., fi M. R. B|nl. 1995. of action at this time is to recognize Troglodytes Comments on the status of revived old sissonii, even if disagreement prevails regarding names for some North American birds. Auk other members of the complex. Several lines of 112:633–648. evidence argue for the la er arrangement under Bfuynxyf, L. F., fi J. E. Mfy¤-G»r. 2002. both the phylogenetic species concept (PSC) and La investigación bioacústica de las Aves del the biological species concept (BSC). Phenotypic Archipiélago de Revillagigedo: Un reporte diff erences between T. aedon, T. musculus, and T. de avance. Huitzil 3:33–41. sissonii are marked, making each form a sepa- Bfyyxyr, B. H. 1990. Biogeography of the rate entity clearly diagnosable and recognizable Islas Revillagigedo, Mexico. Journal of under PSC. Moreover, T. brunneicollis and T. Biogeography 17:177–183. aedon exist in broad parapatry across most of Br, K. 1988. The limits of amino acid Mexico without apparent intergradation (BSC; sequence data in angiosperm phylogenetic but see Lanyon 1960). reconstruction. Evolution 42:795–803. Moving Thryomanes sissonii to Troglodytes B~fy, W. E. 1891. Andrew Jackson Grayson. makes interpretation of biogeography much Zoe 2:34–68. simpler (Rice et al. 1999). If Thryomanes were Dxofinx, P., fi R. Mfnx. 1990. Sequence to include two species (T. bewickii and T. sisso- and gene organization of the chicken mito- nii), the biogeographic interpretation becomes chondrial genome. Journal of Molecular extremely complex; in Mexico, T. bewickii is Biology 212:599–634. found primarily in the central highlands; only D{yxpn, S. V., R. M. Znp, I. V. Ffi{, E. V. in Baja California are there lowland popula- Nxy{, E. A. Kgqnp, Y. A. Ri’pn, fi tions close to the Pacifi c coast from which to S. R|. 2004. Mitochondrial phylogeny colonize Socorro Island (Howell and Webb of Locustella and related genera. Journal of 1995). In Troglodytes, however, the widespread Avian Biology 35:105–110. lowland forms (mainly migratory) are well Fqxxyn, J. 1985. Confi dence limits on phy- known as excellent colonizers. Hence, the cor- logenies: An approach using the bootstrap. rected placement of Troglodytes sissonii provides Evolution 79:783–791. 56 Mfy¤ G»r, Bfg, fi Pyx [Auk, Vol. 122

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