VARIABILITY IN SOUTH AMERICAN
Psni (PmMoNAT., BAS0NMAT0PH0RA.)
Mara L1cia Ferreira Dias
Thesis presented for the, degree of Master of Philosophy
University of Edinburgh 1984
B L.
0 In accordance with the regulations of the University of Edinburgh, I hereby declare that this thesis has been composed entirely by myself and that all the work described herein was carried out by myself alone, except where stated in the acknowledgements. This thesis is dedicated to my parents, my husband, and my son for all their love and encouragement. CONTENTS
Page Number
ACKNOWLEDGEMENTS ...... vi
ABSTRACT ...... X
CHAPTER 1. INTRODUCTION...... 1
1.1 Objectives ...... 4
1.2 Literature review of Physidae
supraspecific taxonomy ...... 5
1.3 Literature review of South
American Physidae species 7
1.4 Summary of the present state of South American Physidae systematics., 19
CHAPTER 2. MATERIALS AND METHODS ...... 27
2.1 Samples of Physidae ...... 27
2.2 Shell measurements ...... 34
2.2.1 Fundamental orientation of
the shell ...... 37
2.2.2 Characters definition 40
2.2.3 Discarded characters 52
2.3 Shell statistical analysis 54
2.3.1 Regression analysis 54 Page Number
2.3.2 Principal Component
Analysis(PCA) ...... 56
2.4. Anatomical analysis ...... 57
2.4.1 Characters definition 67
2.4.2 Discarded characters 84
CHAPTER 3. INTRA AND INTERSPECIFIC VARIABILITY OF SHELL CHARACTERS IN STENOPHYSA
AND PHYSELLA POPULATIONS ...... 86
3.1 Regression analysis ...... 86
3.2 Principal component analysis (PCA) 87
CHAPTER 4. INTRASPECIFIC VARIATION OF ANATOMICAL CHARACTERS IN STENOPHYSA AND
PHYSELLA POPULATIONS ...... 163
4.1 Fundo Creek Stenophysa population 163
4.1.1 Variability ...... 163
4.1.2 Identification ...... 182
4.1.3 Assessment of characters 192
4.2 Idenfication and variability of
other Stenophysa samples ...... 197
4.3 Identification and variability of
Physella samples ...... 205 Page Number
CHAPTER 5. GENERAL DISCUSSION AND
CONCLUSIONS ...... 220
CHAPTER 6. REFERENCES ...... 238 vi..
ACKNOWLEDGEMENTS
I express my sincere thanks to my supervisors Dr. Tom Warwick and Professor Aubrey Manning of the University of Edinburgh and Dr. Warton Monteiro of Universidade de Brasilia for giving me the opportunity to develop this thesis partially in Edinburgh, Scotland and partially in Brasilia, Brazil. For their criticism, guidance, encouragement, helpful discussions, and for providing facilities I am grateful too. To Dr. W. Monteiro my sincere thanks also for the special help with the syntax of this thesis, valuable criticism and suggestions on shell methodology, and for critically reading this manuscript during the preparation of this thesis. rnough his guidance, I have learned a lot, specially about scientific logic. I am deeply indebted to my husband, Dr. Braulio F. S. Dias, for giving me encouragement and support to study South American Physidae, for critically reading this manuscript, for helpful discussion on several topics of this work, specially shell statistical analysis, and also for his help to obtain several references. My sincere thanks to Dr. George A. Te of Ann Arbor, Michigan, U.S.A., for lending me representative shells of South American Physidae (Analogs), his Physidae manuscripts, several vii.
transparencies of paratypes and holotypes, and, also for the discussion of some aspects of this project. I am much greateful to Dr. W. L. Paraense of Instituto Oswaldo Cruz, Rio de Janeiro, for the gift of preserved snails and empty shells of Physidae, collected by himself in different South American and West Indies Countries, and also for his help in obtaining references.
My appreciation also to the following museum curators for giving me the opportunity to study their Physidae Collections: Dr. A. H. Clarke (National Museum of Natural History, Washington, U.S.A.); Dr. W. K. Emerson (American Museum of Natural History, New York, U.S.A.); Dr. J. B. Burch (Museum of Zoology, University of Michigan, Ann Arbor, U.S.A.); Dr. D. Heppel (Royal Scottish Museum, Edinburgh, Scotland); and Dr. L. P. Neme (Museu de Zoologia, Universidade de São Paulo, Sao Paulo, Brazil), with special thanks for lending the paratypes of Physa (Physella) papaveroi Leme (MZ 16618) and specimens of "Pysa (Physella) cubensis" sensu Leme (MZ 17997).
I wish to thank Dr. Tom Warwick for helping to gather Physidae species from several places of Europe and for collecting some of them around Edinburgh.
My sincere thanks to the following scientists for the obtainment of Physidae material: Dr. J. B. Burch, for several alcohol lots of North American viii
Physidae; Dr. D. Heppel, for a shell of Stenophysa maugeriae and alcohol lots of Aplexa hypnorum; and to Dr. A. Norris, Department of Leisure Services, Leeds, England, for collecting Physella acuta from Leeds; Mrs. M. Fogan, Conchological Society of Great Britain and Ireland, Manchester, England, for collecting Physella gyrina from Chester, Liverpool, England; Dr. Shelagh Smith, Royal Scottish Museum, for collecting P. acuta from Hazeihead Park, Aberdeen, Scotland; Dr. Barry Colville, Leeds, for collecting A. hypnorurn from Leeds; Dr. Plummer, Royal Veterinary College, London, for collecting Physella acuta from Richmond Park, London, England; Dr. J. F. Vaz, from Superintend&ncia de Controle de Endemias (SUCEM), Säo Paulo City, for preserved material and shells of Stenophysa marmorata from So Paulo. State; Dr. W. Monteiro for collecting S. marmorata from the following Brazilian localities: Joo Pessoa, Paraiba State; Rio de Janeiro, Rio de Janeiro State; Corumb, Mato Grosso do Sul State; and Canabrava, Goiás; Dr. M. B. Monteiro of Universidade de Brasilia for S. marmorata specimens from Diamantina, Minas Gerais State; and Dr. B. F. Dias for S. marmorata from Belém, Pars State.
I am indebted to Maria Cristina Pons da Silva and to Dr. Inga L. V. Mendes from the Museu de Cincias Naturais (MCN), Porto Alegre, Rio Grande do Sul, Brazil; Dr. Arnaldo C. dos Santos Coelho, Museu Nacional, ix
Rio de Janeiro City; Dr. J. L. de Barros Araüjo from the Universidade Federal Rural do Rio de Janeiro, Itagual, Rio de Janeiro; Dr. L. P. Neme; Dr. D. Heppell; and, finally, to Mrs. Hext the librarian of Zoology Department, University of Edinburgh, for the obtainment of references.
For their helpful discussion on topics of this work 'I am grateful to the molluscan specialists, Dr. G. M. Davis, from the Academy of Natural Sciences, Philadelphia, U.S.A.; Dr. D. Heppell; and Dr. J. L. M. Leme, Museu de Zoologia, Universidade de São Paulo, Sao Paulo City.
My thanks also to Mrs. Maria Inez M. T. Walter and Mrs. Tnia Mara de A. Campos, Centro de Processamento de Dados (CPD - SAU), Universidade de Brasilia, for the help with computer analysis. Finally I would like to acknowledge the financial support of the Brazilian National Research Council (Conselho Nacional de Desenvolvimento Cientifico e Tecnolôgico - CNPq). x
ABSTRACT
The objectives of this study were to assess the intraspecific variability of shell and anatomical chracters used in Physidae systematics, determining the size independent ones, and to assess their taxonomical significance; to identify specimens from South America, specially Brazil, adding further distribution records, and evaluate the specific status of "Physa (Physella) papaveroi Leme, 1966", and "Physa (Physella) cubensis sensu Leme, 1966".
Twenty one shell measurements of 158 specimens and 26 anatomical characters of 90 specimens were scored mainly in Stenophysa marmorata (Guilding, 1828) and Physella (Costatella) acuta (Draparnaud, 1805) from South and Central America, West Indies and Great Britain. A new conchometric method was developed and several characters redefined. Eight shell characters were found to be size independent. Regression coefficient tests were calculated for S. marmorata and P. acuta populations without any significant difference. Two shell ratios were constant within the size range of the analysed material, granting them taxonomical use. Bursa Copulatrix Axis, Digestive Tract Pigmentation, Shape of Gizzard, Preputial Gland Presence and Retractor Muscle were constant for S. marmorata, xi
having generic diagnostic value. Tubular Nature of the Kidney, Penial Complex Type and Number of Segments in the Penial Sheath were constant for S. marmorata, having specific diagnostic value. Tendency of Preputial Gland to Flatten and Swelling of Penial Sheath Terminus were constant for P. acuta, having specific diagnostic value. The remaining anatomical characters were variable and of doubtful use for taxonomical purposes. States of Mantle Pigment Pattern and Mantle Lappet Type were redefined.
Nineteen shell characters of S. marmorata and P. acuta from 39 localities were studied by Principal Component Analysis (PCA). The three Principal Components were 75% of the total variation in S. marmorata, 89% in
P. acuta, and 74% in both . The first Principal Component (shell size) alone represented 53%, 58% and 51% of the total variation in S. marmorata, P. acuta, and both,
respectively. The second and third Principal Components (angles) separated S. marmorata from P. acuta, and disclosed distinct clusters within each species. No anatomical difference was found between these clusters within each species, confirming the intraspecific nature of such clusters.
This study discloses the first record of P. acuta (Draparnaud) for South America, and of Physella for Central Brazil. Physa (Physella) papaveroi Leme, 1966 was found to belong to the Physella acuta complex, and a new combination is given: Physella (Costatella) papaveroi Xli
(Leme). "Physa (Physella) cubensis sensu Leme, 1966belongs to the Physella acuta:complex, and should be named Physella (Costatella) acuta (Draparnaud). The presence of Physella cubensis (Pfeiffer) - is not confirmed, and doubts are raised on the correct identification of Physella lots identified as such in South America. The following new records of S. marmorata were found: Panama, Peru, and the Brazilian States Amazonas, Bahia, Espirito Santo, Minas Gerais, Federal District, Mato Grosso do Sul and Rio Grande do Sul. 1
CHAPTER 1. INTRODUCTION
South America has a rich, though poorly studied, fauna of freshwater Gastropoda. Paraense (1981a) wrote an introduction to the subject. There are ten families of freshwater snails in South America: five. Prosobranchia (Neritidae, Ampullariidae (= Pilidae), Hydrobiidae, Melaniidae and Pomatiopsidae); and five Pulmonata (Planorbidae, Ancylidae, Lymnaeidae, Chilinidae and Physidae). Planorbidae is the largest family of pulmonates in South America with several species belonging to seven genera (Paraense, 1975; Paraense,
1981a; Paraense, 1983a). Ancylidae is the second largest family with about five genera (Wurtz, 1951; Hubendick, 1967; Paraense, 1981a). The Lymnaeidae has at least four species belonging to Lymnaea sensu lato, and is apparently absent from Northeastern Brazil (Hubendick, 1951; Jaeckel, 1952; Paraense, 1976, 1982a, 1982b and 1983b ;and Ueta, 1976). The Chilinidae is endemic to Southern South America and has only one genus Chilina (Pilsbry, 1911 and Paraense, 1981a). The Physidae has few species belonging to the genera Stenophysa and Physella (Te, 1978).
Planorbidae is the best studied group of freshwater snails in South America due to its medical importance: some species of Biomphalaria are intermediate hosts of Schistosoma mansoni (Paraense, 1972; Pan American 2
Health organization, 1968). Some species of Lymnaeidae (Gonzales et al., 1974; Rezende et al., 1973; Tantalan et al., 1974) and Physidae (Prez Vigueiras and Moreno, 1938) have been reported as intermediate hosts of Fasciola hepatica in the Neotropics. However, as other workers have fai1 'ed to confirm natural and experimental infection for F. hepatica in several Physidae species (Lêon-Dancel et al., 1970; Tanta1an et al., 1974), this subject remains open for further conclusive studies. Studies on the morphology of Physidae are scarce in the literature. Te (1978) made an extensive review of the systematics on the world Physidae. He examined 20153 lots and 403 type lots from North American museums. He scored 433 specimens for soft anatomy characters and 1300 for shell characters, stucng 71 characters, being 37 shell characters, and 34 soft anatomy characters. The anatomical characters include tentacle, mantle edge, kidney, bursa copulatrix, digestive tract and penial complex, etc. He also made supplementary studies of jaw, radula (electron microscopy), foot terminus, egg capsules, electrophoresis (esterases in foot) and immunological tests. By cluster analysis Te calculated the similarity coefficients for shell and soft parts for all Physidae species and genera. His comprehensive study is now the basic work on the taxonomy of the family Physidae of the whole world, both at the specific and supraspecific level. He also studied the interspecific variability among the four existing 3
genera of Physidae. However, he did not have opportunity to study a large sample of South American material. Actually he dissected and scored. .35 specimens for soft anatomy characters, and 115 specimens for::'shell characters among the six species he recognized from South America, though most of that material was collected in the West Indies and Central America.. Though much progress has being made on Physidae systematics, there still are some difficulties on the identification of South American Physidae which may be overcome by detailed shell and anatomical studies at the intrapopulational level. It is well known that freshwater pulmonates may show a wide range of intrapopulational variation on their shell and anatomical characters (Hubendick, 1951 and Wurtz, 1949). Recent publication) have been emphasizing the analysis of intraspecific variability of different characters within snail populations (Janson, 1982; Paraense, 1980; Rao & Bhavanarayana, 1976; Ueta, 1976). Consequently, the number of accepted valid congeneric species is being reduced in several genera and families. The 392 specific names proposed in the family Physidae have been reduced to 48 valid species by Te (1978, 1980). However, Te (1978) has not evaluated the specific status of Physa (Physella) papaveroi Leme, 1966 and Physa (Physella) cubensis Pfeiffer, 1839 sensu Leme (1966). These are specific names which are currently applied to Physidae collections from Southeastern Brazil. 4
1.1 OBJECTIVES
The general purpose of this work is to study the shell biometry and internal anatomy of several South American Physidae populations, in order to improve the understanding of their taxonomy. The specific objectives are as follows: Revise the literature on supraspecific Physidae taxonomy and on South American Physidae species; re4i(fine and describe the anatomical and shell characters studied by Te (1978); produce anew methodology for shell measurements; assess the intraspecific variability of the anatomical and shell characters as used by Te (1978); determine those shell characters which are size independent; understand the growth rate of some shell characters by regression analysis; determine the least number of shell characters which are necessary to distinguish Stenophysa and Physella species by Principal Component Analysis (PCA); evaluate the significance of shell and anatomical characters used by Te (1978); assess differences in shell growth rate of six different Physidae populations by the Regression Coefficient test; separate clusters of Physidae populations and species by PCA; identify Physidae specimens collected from South American localities, specially from Brazil; evaluate the specific status of "Physa (Physella) papaveroi Leme, 1966 and "Physa (Physella) cubensis Pfeiffer, 1839 sensu Leme 1966"; contribute to a better understanding of the distribution of South America 5
Physidae species, specially within Brazil.
1.2. LITERATURE REVIEW OF PHYSIDAE SUPBASPECIFIC TAXONOMY
The first Physidae genus, Physa, was described by Draparnaud (1801) (genotype: Bulla fontinalis Linn, 1758). Fleming (1820) described the genus Aplexa (genotype: Bulla hypnorum Linné, 1758). Later on Fleming (1828) proposed Aplecta as an emendation to Apiexa. For most of the nineteenth and early twentieth century most species of Physidae were ascribed to the genus Physa if they had a short spire and to the genus 1exa or Aplecta if they had a high spire. In 1842 Haldeman proposed two new genera: Physella (genotype: Physa globosa Haldeman, 1841) and Physodon (genotype: Physa microstoma Haldeman, 1840), but these names were not utilized by other authors until recently. Dali (1670) created the genus Costatella (genotype: Physa costata New comb, 1861) and Martens (1898) erected the genus Alampetis (genotype: Physa osculans Haldeman, 1841). Pilsbry (1925) created the genus Petrophysa for the unique Physa zionis Pilsbry, 1925. The first generic name proposed for a South American Physidae was Stenophysa Martens (1898) as a subgenus of Physa (genotype: Physa sowerbyana d'Orbigny, 1841). Clench & Aguayo (1932.) proposed Haitia, as a subgenus of Physa, for the unique Physa elegans Clench & Aguayo, 1932, of Hispaniola (West Indies). Zilch (1956) proposed the genus Alampetista as a new name for Alampetis Martens, 1898 which was preoccupied by Alampetis Thompson, 1878. Starobogatov (1967) created the genus Afrophysa for the West African Physa waterlotti Germain, 1911; and Starobogatov & Streletskja (1967) proposed the genus Sibirenauta for Physa kultukiana. F. C. Baker (1926, 1928) was the first to note that the American short spired Physidae were different, from the European Physa Draparnaud and proposed to use the name Physeila Haldeman for them. Starobogotov (1967) proposed to divide the family Physidae into two
subfamilies: Physinae (Physa, Physelia, Petrophysa and Afrophysa) and Aplexinae (Aplexa, Stenophysa and Sibirenauta). Te (1975) synomymized Physodon Haldeman under Physella Haldeman. Te (1978) also synomymized Afrophysa Starobogatov under Stenophysa Martens, Sibirenauta Starobogatov and Streletzkja under Aplexa Fleming, Haitia Clench & Aguayo and Alampetista Zilch under Costatella Dali. Te (1978, 1980) proposed to divide the Physidae into two subfamilies: Physinae with Physa and Physella; and Aplexinae with Aplexa and Stenophysa. He proposed to divide Physella into three subgenera: Physeila sensu stricto, Petrophysa and Costatella, the latter divided in two sections: Alampetista and Costatella. Physa and Aplexa are small genera restricted to the Holarctic Region and Stenophysa is a small genus 7
restricted to the Neotropical Region (Te, 1978). Physella is a large genus restricted mainly to the Americas, and specially rich in North America, except for one species, P. acuta Draparnaud, which is native to the Mediterranean Region and introduced into all the other continents (Beetle, 1973; Bruggen, 1966; Clench, 1934; Hamilton- Attwell et a1., 1970; Jenkins, 1890; Te, 1978).
1.3 LITERATURE REVIEW OF SOUTH AMERICAN PHYSIDAE SPECIES
The Central American Region, including Mexico, has a rich fauna with 15 species of Physella, mostly belonging to subgenus Costatella, and five species of StenoFhysa (Te, 1978). The West Indies has a relatively poor fauna with seven Physella species, all in subgenus Costatella, and three species of Stenophysa (Te, 1978).
According to Te (1978), six of the species of these two regions (three Physella and three Stenophysa) also occur in South America. Compared with South America, the Physidae of Central America and West Indies are relatively well known and have been the subject of several careful studies (see, for example, for Central America the works of: Fischer & Crosse, 1886; Martens, 1898; Bequaert & Clench 1933 and 1936; and for the West Indies: Clench, 1936 and 1939; Aguayo, 1938; Richards, 1964; Harry & Hubendick, 1964 and Pointier, 1974 and 1976). FI
South America, on the other hand, has been very little collected and lacks review works. Therefore I shall concentrate my studies on the South American fauna. Following is a historical review of the papers published on the South American Physidae. The first record of Physidae for South America was made by Gray (1828) who described Physa peruviana Gray from Peru (type locality: swamps between Lima and Callao). Alcide d'Orbigny (1835 - 1846) travelled during eight years, between 1826 and 1833, throughout several countries in South America passing by: Rio de Janeiro in Brazil; Montevideo and Maldonado in Uruguay; Buenos Aires, the mouth of the Negro River around Carmen de Patagones and Viedma, and the Province of Corrientes in Argentina; Valparaiso, Cobija and Arica in Chile; most Provinces of Bolivia; Islay, Callao and Lima in Peru (Papavero, 1971). He stayed for a longer time in the Province of Corrientes (little over a year), around the mouth of the Negro River (eight months) and Bolivia (about three years). He collected extensively throughout these places giving much emphasis to freshwater molluscs. In 1835 d'Orbigny recorded the occurrence of Physidae in several parts of South America: Montevideo in Uruguay, Patagonia Province ( = Carmen dePatagones, Buenos Aires Province, according to Papavero, 1971) in Argentina; Valparaiso in Chile; and Lima Province in Peru. Besides, he indicated that physids were also S
present in some other places he visited in South America. He considered all these specimens as belonging to just one species: Physa rivalis Sowerby 1822 (type locality: Guadeloupe, West Indies).
In 1837, d'Orbigny again recorded only one species of Physidae for South America, Physa rivalis Sowerby, for which he gave a description and illustration. He also recorded its occurrence in Bolivia, and divided the species into two varieties he described as new: Phya rivalis var. major d'Orbigny (type locality: around and between Lima and Callao, Peru, in the swamps near the mouth of the Rirnac River) and Physa rivalis var. minor. d'Orbigny (type localities: Rio de Janeiro, Brazil, in small rivers specially near So Cristôvo and Botafogo Bay; Montevideo, Uruguay, in a small river near the Cerro in the Bay of Montevideo; in Batel River, Corrientes Province, Argentina; and Patagonia Province near the Negro River ( = vicinities of Carmen de Patagones, Buenos Aires Province), Argentina. He pointed out that major variety is the same species described by Gray (1828) as Physa peruviana Gray. Thus P. major d'Orbigny 1837 is apparently a junior synonym of P. peruviana Gray. Spix and Martius travelled extensively throughout Central and Amazonian Brazil from 1817 to 1820 collecting plants and animals, giving much emphasis to terrestrial and freshwater molluscs. A description of the molluscs they collected was published by Spix and Wagner (1827), where numerous 10 species were described. But curiously no Physidae was reported. Moricand (1833-1839) also recorded and described several species of freshwater and terrestrial molluscs collected in the neighbourhood of Salvador, Bahia, Brazil, by Mr. M. S. Blanchet, but again no Physidae was reported. Beck (1837) published a new name for South American Physidae: Bulinus (Aplexa) brasiliana Beck from Rio de Jañeiro, Brazil. However he gave no description or illustration for this species and consequently it is not a valid name (nomen nudum). Later, Anton (1839) recorded a new Phy.sidae from Peru, Physa peruviensisMtihlfeldt, and also recorded Physa panamensis Mfihlfeldt from Panama. Although he attributed these species to Mühlfeldt, Anton is in fact the author as Mhlfeldt never published these names. However since he gave no description or illustration for these species, they are not valid names (nomen nudum). D'Orbigny (1841) proposed Physa sowerbyana as a new name for Physa rivalis Sowerby 1822 (type locality: Guadeloupe, West Indies, preoccupied by P. rivalis (Maton & Rackett, 1807) of England. Küster (1844) described and illustrated Physa antonii KUster from Peru (new name for P. peruviensis "Mühlfeldt" Anton, 1839, which is a nomen nudum), Physa panamensis "Mühlfeldt" from Panama and Physa brasiliensis "Koch" from Brazil, thus validating these species. 11
Consequently KUster is in fact the autor of these species. Gould (1848) described and illustrated Physa venustula Gould from Peru. Martens (1859) described Physa venezuelensis Martens from Lagunhlla, Venezuela, and later on Martens (1873) recorded Physa rivalis (Maton and Rackett) from Caracas, Venezuela. Sowerby (1873) recorded Physa peruviana Gray from Guayaquil, Ecuador. Jousseaume (1887) described Aplecta carolita Jousseaume from Ecuador. Cousin (1887) described Aplecta gualbertoi Cousin from Mapasinga, Ecuador, and recorded Aplecta martinidella Jousseaume from San Nicolas, Canton de Megia, Ecuador (referring to a figure of Jousseaume (1887) which actually is an illustration of A. carolita Jousseaume). Jousseaume (1889) described Physa simoni Jousseaume from Laguna de Espino, near Caracas, Venezuela, and recorded Aplecta rivalis (Naton and Rackett) from Petare, near Caracas, Venezuela. Pilsbry & Rush (1896) recorded Physa sowerbyana d'Orbigny from Arroyo Miguelete, Prado de Montevideo, Uruguay. Martens (1898) recorded a Physidae similar to Physa (Stenophysa) panamensis "Mühlfeldt" Anton from Bahia (probably Salvador, Bahia State), Brazil; also Physa (Aplecta) peruviana Gray from Peru and Physa sowerbyana d'Orbigny from Continental South America. Corsi (1900) recorded Physa rivalis Sowerby var. minor d'Orbigny from Arroyo Pantanoso, near Montevideo, Uruguay. Preston (1907) described Pjysa cornea 12
Preston from Mérida, in Western Venezuela. Holmberg (1909) described Physa loosi Holmberg from Santa Lucia al pie del Cerro Pie de Palo, Provincia de San Juan, Argentina; and also Physa aspii Holmberg
from Laguna de los Murciélagos, Formosa, Argentina. Pilsbry (1911) in his monograph on the molluscs of Patagonia did not record any Physidae for that region. Fred Baker (1914) travelled extensively through Northeastern and Amazonian Brazil and recorded Physa rivalis (Maton and Rackett) from Cear-Mirim and Papary Lake in the State of Rio Grande do Norte and also from Belém, Pars (in an artificial lake in front of the Cathedral), and also Physa sp (young specimens) from the State of Maranho. He-ad not reporany Physidae in V the natural lakes and rivers which he examined in the Amazonian region. Lutz (1914) recorded an unidentified
Physidae (cited as Ehysa sp) from Rio de Janeiro, Brazil. H. B. Baker (1930) collected extensively in coastal Venezuela and recorded Aplexa (Stenophysa) panamensis "MQhlfeldt" KUster from Estaci6n Tachira, in Western Venezuela; Aplexa (Stenophysa) rival is rivalis (Maton and Rackett) from Bejuma, Palma Sola, Boquer6n, Tucacas and Caracas, all in central coastal Venezuela, and Physa (Physella?) cubensis Pfeiffer which is a form similar to jamaicensis C. B. Adams from Venezuela (specific locality not mentioned). He also proposed Bulinus (Aplexa) brasiliana Beck as a subspecies of 13
Aplexa rivalis (Maton and Rackett). Baker (1930) presented the first description of. soft parts of a South American Physidae (A. r. rivalis): Clench (1930) pointed, out that Physa rivalis Sowerby, 1822 from West Indies and South America was preoccupied by the homonym Physa rivalis (Turton, 1807) ( = rivalis Maton and Rackett, 1807) (type locality: Hampshire, England) and should thus be replaced by the next available name which is Physa marmorata Guilding, 1828 (type locality: Saint Vincent, West Indies). He also put Physa brasiliensis "Koch" Phil. 1845 (sic) in the synonymy of P. marmorata, and recorded P. marmorata for Trinidad. He expressed his opinion that P. sowerbyana d'Orbigny is different from P. marmorata Guilding. He manifested that the species described by H. B. Baker (1930), as Aplexa rivalis rivalis (Maton & Rackett) was apparently Physa peruviana Gray. He gave the following synonyms for Aplexa peruviana Gray, 1628: Physa rivalis Pot. & Mich., 1838; Physa peruviensis "Mtlhlfeldt" Anton, 1839; Physa antonhi Küster; Aplecta carolita Jousseaume, 1887; Aplecta martinidella Cousin, 1887 (nomen riudum referring to the figure of A. carolita Jousseaume); Aplexa rivalis (Maton & Rackett) H. B. Baker, 1930. Clench (1936) concluded that P. sowerbyana d'Orbigny is a synonym of Aplexa marmorata, contrary to his own opinion in his 1930 paper. He gave the following further synonyms for Aplexa marmorata Guilding: Lymnaea (Physa) rivalis Sowerby, 1822; Physa brasiliensis "Koch" 14
KUster, 1845; P. salleana Dunker, 1853 (type locality: Santo Domingo), P. salleanae "Dkr" Sowerby, 1873 (misspelling of salleana); P. acuminata "Gray" Sowerby,
1873 (type locality: St. Thomas); P. ven2tr.icosa.
"Guilding" Sowerby, 1873 (type locality: -St. Vincent); P. margaritacea "Shuttleworth" Paetel, 1889 (type
locality: Antigua) (nomen nudum). He recorded A. rnarmorata from: Botanic Gardens, Georgetown, British Guiana; Laranjeira, near Rio de Janeiro, Brazil; Trinidad, Barbados, Guadeloupe, St. Kitts, St. Thomas, and Hispaniola.
Clench (1936) also dealt with Physa cubensis Pfeiffer, 1839 (type locality: Cuba), recording it from Florida, U.S.A.; Bermuda, Bahamas, Cuba, Isle of Pines, Hispaniola, Jamaica, Puerto Rico, and St. Croix. He did not record this species for South America. He also gave the synonyms for this species.
Aguayo (1938) recorded Physa cubensis Pfeiffer from Trinidad and Northern South America. He considered Physa jamaicensis C. B. Adams, 1851 as a synonym of Aplexa (Stenophysa) marmorata (Guilding). Besides he presented information on the ecology of West Indian Physidae. Prez Vigueiras & Moreno (1938) recorded Physa cubensis as a new intermediate host for Fasciola hepatica in Cuba. Clench (1939) recorded the following new occurrences of Aplexa marmorata (Guilding): Jamaica, Neves, Antigua, and Marie Galante. Haas (1939) recorded Aplexa rivalis (Maton & - ;. .. 15
Rackett) from the, following localities in Northeastern Brazil: Guaramiranga, Ceara State;between Patos and Pombal, Paraiba 'State; Areias, near. Recife, Lago do Carro, Rio Branco and Rio Mandalim, all in Pernambuco State Benthem-Jutting (1943) further recorded Aplexarlvalis from Northeastern Brazil. Biese (1948) described Physa nodulosa Biese from Coquimbo Province, Chile (type locality: Rio Illapel, Illapel). He also described an albino form of P. nodulosa (P. nodulosa form albina) from Coquimbo, Chile (type locality: Rio Elqui, Albarrobito near Serena). Morretes (1949) recorded Aplexa rivalis (Maton & Rackett) from the following Brazilian localities: Curitiba, Parana State; Ponta do Ip& Arcado, Gois State; and Ceara State. He also recorded Physa janeirensis Beck (sic) from Rio de Janeiro, Brazil (apparently reffering to Bulinus (Aplexa) brasiliana Beck, 1837) .Baratini (1951) recorded P hysa rivalis (Maton & Rackett) from several localities in Uruguay. Parodiz (1965) recognized the occurrence of two species of Physidae in Northern South America: Aplexa peruviana (Gray) in the West and Physa marmorata Guilding in the East. To his judgement, the Physidae around the La Plata estuary ("Uruguay and Buenos Aires Province") were different from Aplexa peruviana (Gray) and could either be P. marmorata or represent a different species: probably P. sowerbyana d'Orbigny. He found Physidae specimens around the city of Buenos Aires 16 at Vila Pueyrredôn, Buenos Aires Province, Argentina. Barth (1957) recorded Aplexa brasiliensis (Kaelp.) (sic) (probably ref(erin to Koch) from the Parque Nacional do Itatiaia, Resende, Rio de Janeiro State, Brazil. Figueiras (1964) recorded Aplexa (Stencphysa) rivalis (Maton & Rackett) as common occurrence throughout Uruguay.
Richards (1964) described and illustrated the soft anatomy of Puerto Rican Physa cubensis and Aplexa marmorata. Harry and Hubendick (1964) also described and illustrated the soft anatomy of Physa cubensis and Physa marmorata -. According to Te (1978), the specimens treated by Harry & Hubendick as P. marmorata are in fact Stenophysa peruviana (Gray) Leme (1966) recorded Physa (Physella) cubensis Pfeiffer from a lagoon at Manguinhos, Rio de Janeiro City, Brazil, and described Physa (Physella) paveroi Leme (type locality: lagoon at Parque D. Pedro II, So Paulo City, Brazil). He studied the soft anatomy and shell morphology for both species in comparison with Physa (Physella) bermudezel Aguayo from West Indies. His identification of cubensis was confirmed by Clench. Leentvaar (1967) recorded Aplexa marmorata (Guilding) in the artificial Lake Brokopondo in Suriname, and pointed out that this species was absent in the River Suriname before the Brokopondo dam was built. Léon-Dancel, Ritchie & Chiriboga (1971) studied the refractiveness of Physa cubensis (Pfeiffer) 17 and Aplexa marmorata (Guilding) to infection by Fasciola hepatica in Puerto Rico. Tanta1en, Huiza & Capuiiay (1974) recorded Physa venustula Gould from Peru, and studied its role as a vector of Fasciola hepatica.
Mello & Ueta (1973) studied the morphology of the radula of Aplexa inarmorata (Guilding) (determined by
Lenie) from Campinas, So Paulo State, Brazil.
Abercrombie & Berg (1975) found that Aplexa
(Stenophysa) marmorata (Guilding) (identified by Parodiz) from coastal Southeastern Brazil, between Paraná and Rio de Janeiro States, were fed upon by larvae of the
Sciomyzidae fly Tecomia limbata (Wiedemann) in laboratory conditions. Ayala, Castleton & Malek (1976) recorded an unidentified Physidae from the Rio Grande Valley, Bahia, Brazil.
Freitas (1978) recorded an unidentified
Physidae (cited as Physa sp) from the following localities in Minas Gerais State, Brazil: Serra Verde in
Belo Horizonte Country; Piçarro in Nova Era Country; and
Itabira. Bredt & Mello (1978) also recorded an unidentified
Physidae (Physa sp) for the Distrito Federal and Formosa
Country, in Goiãs State, Brazil.
Vaz (1979) studied the nervous system of
Aplexa marmorata (Guilding) (identified by Leme). His samples were from the following localities in São Paulo
State, Brazil: Rio Pinheiros, in São Paulo City, Cãndido
Mota, Cubatao, Bebedouros, and Presidente Bernardes. Monteiro & Dias (1980) recorded an unidentified Physidae (Physa sp) for Lake Paranbá basin, in Brasilia, Distrito Federal, Brazil and emphasized its occurrence together with Biomphalaria species (P1anarbidae). Santos (1981) recorded Physa af. marmorata Gulicling as a holocene subfossil in Três Riachos in Umbuzeiro Country, Paraiba State, Brazil. Fernández (1981) recorded Physa loosi Holmberg from Chaco, Argentina; Physa aspii Holmberg from Salta, Argentina, and Aplexa (Stenophysa) marmorata Guilding from Northearn, Central and Eastern Argentina, Uruguay and Paraguay. The prece /ding literature survey indicates that Physidae snails are present in most parts of South America, though usually not abundant. They seem to be especially common in man made water bodies such as ditches, ponds and reservoirs (Leentvaar, 1967). However, the Physidae are, apparently, totally absent from the following regions: higher places in the Andes (d'Orbigny, 1837; Fernández, 1981); Patagonia (Pilsbry, 1911; Fernández, 1981); Central and Southern Chile (Biese, 1948) and the Amazonian Tertiary Valley (Spix & Wagner, 1827; F. Baker, 1914; Sioli, 1951, 1953a, 1953b, 1956a and 1956b). Sioli (op. cit.) observed that the acid waters of the Amazonian Tertiary Valley had a very poor gastropod fauna comprised only by Ancylidae and Ampuilariidae. He also examined neutral waters crossing areas where the 19
carboniferous layers surfaced. In those areas he found a very rich molluscan fauna, lacking Physidae snails though.
1.4. SUMMARY OF THE PRESENT STATE OF SOUTH AMERICAN PHYSIDAE SYSTEMATICS
According to Te (1978) six species of Physidae are known to occur in South America: Stenophysa marmorata (Guilding, 1828), S. peruviana peruviana (Gray, 1828), S. peruviana spiculata (Morelet, 1849), S. panamensis (Küster, 1844), Physella (Costatella) venustula (Gould, 1848), P. (C.) squalida (Morelet, 1851) and P. (C.) cubensis (Pfeiffer, 1839). Te did not mention Physella papaveroi described by Leme (1966), neither "Physa loosi" andPhysa aspii"described by Holmberg (1909).
A brief summary of the synonyms used in the South American literature and distribution of the species is presented below:
1. Physella (Costatella) venustula (Gould, 1847) -. -
1848 Physa venustula Gould (p. 215). type locality: Lima, Peru.
1948 Physa nodulosa Biese (p. 237-8, Fig. 13). type locality: Rio Illapel, Illapel, Coquimbo, Chile.
Synonymy proposed by Te (1978).
1948 Physa nodulosa albina Biese (p. 239). type locality: Rio Elqui, Algarrobito, cerca.de Serena, Coquimbo, Thile. 20
Synonymy proposed. by Te (1978)
Distribution: Central and South America (Te,. 1978); Coquimbo Province in Chile (Biese, 1948); Peru (Tanta1en et. al., 1974; Gould, 1848).
Physella (Costatella) squalida (Morelet,1851)
1851 Physa squalida Morelet (p. 16) type locality: Swamps of the Rio Usumacinta, near Balacan, Tabasco, Mexico.
Distribution: Southwestern North America, Mexico, Central America, West Indies, Northern South America (Te, 1978)
Physelia (Costatella) cubensis (Pfeiffer, 1839)
1839 Physa cubensis Pfeiffer (p. 354) type locality: Cuba.
Distribution: Southeastern United States, Bermuda, West Indies, Central America and Northern South America (Te, 1978); Venezuela (H. B. Baker, 1930); Rio de Janeiro, Brazil (Leme, 1966); São Paulo, Brazil (Vaz, 1979).
Physella papaveroi (Leme, 1966) St 1966 Physa (Physella) papaveroi Leme (p. 270-5, 1 p1. 2nd figs. 2, 5; p1. figs. 1-5; 3rd p1. figs. 6, 8)
type locality: Parque D. Pedro II, Sao Paulo, São Paulo,
State, Brazil. 21
Distribution: recorded only for the type locality.
5. •Stenophysa marmorata (Guilding, 1828)
1822 Limnea (Physa) rivalis Sowerby (p1. a79, fig. 9)
type locality: Guadeloupe (West Indies). Synonymy proposed by: Smith (1895); Clench (1930); and Te (1978). Name preoccupied by Bulla rivalis Turton, 1807
(= rivalis Maton & Rackett, 1807), type locality: Hampshire, England (according to Clench, 1930).
1828 Physa marmorata Guilding (p. 534)
type locality: Sti. Vincentii (West Indies).
1837 Bulinus (Aplexa) brasiliana Beck (p. 116)
type locality: Rio de Janeiro, Brazil (nomem nudum). Synonymy proposed by: H. B. Baker (1930) (as a synonym of rivalis Maton & Rackett, 1807 (meaning rivalis Sowerby)).
1837 Physa rivalis minor d'Orbigny (p. 342)
type localities: "environs de Rio de Janeiro, princIpalement prs de Saint- Christophe et de la baie de Botafogo; petite riviere voisine du Cerro, dans la baie de Montevideo; prs du Rio-Batel, province de Corrientes; Patagonie, non loin du Rio Negro". 22
Synonymy inferred from d'Orbigny (1837).
1841 Physa sowerbyana d'Orbigny (p. 190, p1. 13, figs. 11- 13) New name for Physa rivalis (Sowerby).
Synonymy proposed by d'Orbigny (1841), Gray (1854), Smith (1895), Martens (1898), F. Baker (1914), H. B. Baker (1930) (these authors proposed this synonymy for rivalis Sowerby or rivalis Maton & Rackett meaning rivalis Sowerby); Clench (1936), and Te (1978)
1844 Physa brasiliensis "Koch" Küster (p. 10, p 1 . 1, figs. 18-20)
type locality: Brazil. Synonymy proposed by H. B. Baker (1930) (as a synonymj c/ / of Aplexa rivalis brasiliana (Beck)); Clench (1930); Te (1978).
1859 Physa venezuelensis Martens (p. 66)
type locality: Lagunilla, Venezuela. Synonymy proposed by H. B. Baker (1930) (as a synonym of rivalis Maton & Rackett, meaning rivalis Sowerby), and Te (1978). 23
1907 Phy,a cornea Preston (P. 497-8, fig. 20)
type locality: Mérida, Venezuela. Synonymy proposed by Te (1978).
Distribution: West Indies, Central and South America (Te, 1978); Venezuela (Martens, 1859, 1873; Jousseaume, 1889; Preston, 1907; H. B. Baker, 1930); Guiana (Clench, 1936); Surinam (Leentvaar, 1967); Para State, Brazil (F. Baker, 1914); Rio Grande do Norte State, Brazil (F. Baker, 1914); Ceará State, Brazil (Haass, 1939; Morretes, 1949); Paraiba State, Brazil (Haas, 1939); Pernambuco State, Brazil (Haas, 1939); Gois State, Brazil (Morretes, 1949); Rio de Janeiro State, Brazil (Beck, 1837; d'Orbigny, 1837; Clench, 1936; Barth, 1957); São Paulo State, Brazil (Mello & Ueta, 1973; Vaz, 1979); Parana State, Brazil (Morretes, 1949); Uruguay (d'Orbigny, 1837; Pilsbry & Rusch, 1896; Corsi, 1900; Baratini, 1951; Figueiras, 1964); Paraguay .(Fernändez, 1981); Buenos Aires Province, Argentina (Parodiz, 1956); Corrientes Province, Argentina (d'Orbigny, 1837); Mouth of the Negro River, Argentina (d'Orbigny, 1837); Bolivia (d'Orbigny, 1837); Valparaiso Province, Chile (d'Orbigny, 1835). 24
Stenophysa peruviana peruviana (Gray, 1828)
1828 Physa peruviana Gray (p.-5, p1. 6, fig. 10)
type locality: Swamps between Lirna and Callao, Peru.
1837 Physa rivalis major d'Orbigny (p. 342)
type locality: Callao, Peru. Synonymy proposed by d'Orbigny (1837).
Distribution: Mexico, Central America, West Indies and South America (Te, 1978); Peru (Gray, 1828; d'Orbigny, 1837; Martens, 1898); Ecuador (Sowerby, 1873)
Stenophysa peruviana spiculata (Morelet, 1849)
1839 Physa pruviensis "Mfihlfeldt" Anton (p. 48)
type locality: Peru (nomen nudum) (according to H. B. Baker, 1930) Synonymy proposed by Martens (1898) and Te (1978).
1844 Physa antonii Küster (p. 12, p1. 2, figs. 6-8) type locality: Peru (new name for P. peruviensis Anton, 1839) Synonymy proposed by Te (1978).
1849 Physa spicul,ata Morelet (p. 18) type locality: Campeche, Yucatan, Mxico.
1887 Aplecta carolita Jousseaume (p. 184, p1. 3, fig. 5)
type locality: San Nicolas, Canton de Megia (Ecuador) Synonymy proposed by Te (1978). - 25
1887 Aplecta marti-nidella Jousseaume" Cousin (p. 262, p1. 3, fig. 5)
type locality: San Nicolas, Canton deMegia (Ecuador) (nomern nudum referring to carolita JOusseäume, 1887) (according to Clench, 1930).
Synonymy proposed by Te (1978).
Distribution: Mexico, Central America, West Indies and South America (Te, 1978); Ecuador (Jousseauine, 1887; Cousin, 1887); Peru (Anton, 1839; Küster, 1844)
8. Stenophysa panamensis (Küster, 1844)
1839 Physa panamensis "Mt%hlfeldt" Anton (p. 49)
type locality: Panama (nomem nudum) (according H. B. Baker, 1930) Synonymy proposed by H. B. Baker (1930).
1844 Physa panamensis "Mtthlfeldt" Mister (p. 11, p1. 2, figs. 3-5)
type locality: Panama.
1887 Aplecta gualbertol Cousin (p. 261-2, p1. 4, fig. 3)
type locality: Mapasing.a, Equateur. Synonymy proposed by Te (1978).
1889 Physa simoni Jousseaume (p. 253, p1. 9, figs. 3-4)
type locality: Laguna de Espino, near Caracas, Venezuela Synonymy proposed by H. B. Baker (1930). 26
Distribution: Mexico (including Baja California), Central America and Northearn South America (Te, 1978); Venezuela (Jousseaume, 1889; H. B. Baker, 1930); Ecuador (Cousin, 1887).
loosi"Holmberg, 1909.
1909 Physa loosi Holmberg (p. 28)
type locality: Santa Lücia,al pie del Cerro Pie de Palo, Provincia de San Juan, Argentina.
(status unknown)
Distribution: San Juan, Argentina (Holmberg, 1909), Chaco, Argentina (Fernández, 1981)
10. "Physa àspii"Holmberg, 1909
1909 Pysa asajiJ Holmberg (p. 28)
type locality: Laguna de los Murcilagos, Formosa Argentina.
(status unknown)
Distribution: Formosa, Argentina (Holmberg, 1909), Salta, Argentina (Fernández, 1981).
It should be emphasized here that these synonyms and distribution records have been taken directly from the literature without any evaluation my part. Te (1978) examined critically most of the South American species deposited in North American Museums. But there are several records in the literature such as those of d'Orbigny (1835 and 1837) which have not been verified by recent authors and may therefore contain errors of identification. - 27
CHAPTER 2. MATERIALS AND METHODS
2.1 SAMPLES OF PHYSIDAE
Material from the following malacological collections was examined. UnB: Laboratôrio de Malacologia, Departameñto de Biologia Animal, Universidade de Brasilia, Brasilia,'Distrito Federal, Brazil, curators: Warton Monteiro and Mara Lucia Ferreira Dias; MZ: Museu de Zoologia, Universidade de São Paulo, São Paulo City, São Paulo State, Brazil, curators: Jose Luiz Moreira Leme and Licia Pena-Nemme; WLP: Dr. Wiadimir Lobato Paraense, Malacological collection, Rio de Janeiro City, Rio de Janeiro State, Brazil, curator: W. L. Paraense; GT: George A. Te, private collection, Ann Arbor, Michigan, U.S.A. The material I studied comprises: 24 samples of UnB collection, 13 of them from seven Brazilian States, and the remaining 11 lots are snails from England and Scotland; 10 samples of MZ collection are from nine Brazilian States, including paratypes of Physa (Physella) paveroi Leme, 1966 (MZ 16618),and 'Physa (Physella) cubensis" sensu Leme (1966) (MZ 17997); 14 samples of WLP collection, where four are from Brazil, four from other South American countries, and six from the West Indies ; edh South American species representative shells of Dr. Te collection were also examined: five shells of Stenophysa species, one of P. cubensis, one of P. acuta, and one of P. venustula (Table 2.1). 28
Table 2.1. List of Physidae lots used in shell and anatomical analysis.
Code Species S A Locality .Voüdher N9
L 1 Sm 02 01 Carrpa?ia, Buenos Aires, UnB-159 and Argentina WLP-16
L 2 Sm 01 01 Tigre, Buenos, UnB-160 and Argentina WLP-18 L 3 Sm 05 01 Belo Horizonte, Minas UnB-169 and Gerais, Brazil WLP-1633
L 4 Sm 02 01 Rio San Miguel, thui, UnB-170 and Uruguay WLP-1921
L 5 Sm 01 01 D. Pedrito, Rio Gram- UnB-171 and de do Sul, Brazil WLP-1931 L 6 Sm 02 01 Usine-Lairntin, Marti- UnB-175 and nique WLP-2601
L 7 Sm 01 01 Saint Mary, Jamaica UnB-179 and WLP-2697
L 8 Sm 02 01 La Isleta, Panama UnB-180 and WLP-2745
L 9 Sm 06 01 Urucuca, Bahia, Bra- MZ-23357 zil
L 10 Sm 04 00 Curitiba, Paran, MZ-17112 Brazil
L 11 Sm 02 01 Corurnb, Mato Grosso UNB-111 do Sul, Brazil
L 12 Sm 01 00 Fortaleza, Cear, MZ-1453 Brazil
L 13 Sm 11 01 Recife, Pernambuco, UnB-126 Brazil 29
Table 2.1. (Continued):
* Code Species S A Locality : Voucher N9 L 14 Sm 03 00 Ponta Ipg Arcado, NZ-636 Cois, Brazil L 15 Sm 08 02 Bananal, Brasilia, DF, UnB-19 and UnE- Brazil 47 L 16 Sm 04 01 Taixca, Brasilia, DF, UnB-106 Brazil L 17 Sm 06 03 Museu Nacional, Rio UnB-107 de Janeiro, PJ, Bra- zil L 18 Sm 01 01 Itagual, Rio de Janei- UnB-80 ro, Brazil L 19 Sm 01 00 Joo Pessoa, Paraiba, UnB-105 Brazil L 20 Sm 01 01 Canabrava, Gois, UnB-124 Brazil L 21 Sm 01 01 Diamantina, Minas Ge UnB-211 rais, Brazil L 22 Sm 01 00 São Jose do Rio Pre- NZ-16498 to, Sao Paulo, Brazil L 23 Sm 01 00 Itü, São Paulo, MZ-17116 Brazil L 24 Sm 01 00 São Vicente, São Pau- MZ-17123 lo, Brazil L 25 Sm 01 00 Nioaque, Nato Grosso 1,4Z-17117 do Sul, Brazil L 26 Sm 01 00 Espirito Santo, Bra- MZ-23352 zil 30.
Table 2.1. (Continued).
Code Species S A Locality. ..•. .:• Voucher L 27 Sm 01 01 Narimbondo, Minas Ge- MZ-16499 rais, Brazil . L 28 Sin 01 00 Peru MZ-7235 L 29 Sm. 30 33 Fundo Creek Basin, UnB-006 Brasilia, DF, Brazil L 30 Pac 05 05 . Zoo, Brasilia, DF UnB-35 Brazil
L 31 Pac 07 02 Alto da Boa Vista, UnB-85 Rio de Janeiro, Bra- zil * .L 32 Pac 01 01 Sarco, Cochabamba, Bo UnB-157 and WLP livia
L33 Pac 01 02 Lima, Peru UnB-164 and WIP- 1338 L 34 Pac 01 01 Canal 6, Santos, Säo UnB-173 and WLP- Paulo, Brazil 1958 L 35 Pac 01 02 Saint George, UnB-174 and WLP- Trinidad 2573 L 36 Pac 04 01 San Huan, Puerto UnB-177 and wr.. Rico 2650 L 37 Pac 04 01 Rio Piedras, Puerto UnB-178 and WLP- Rico 2652 L 38 Pac 30 03 University of Brasi- UnB-l94 lia, Brasilia, DF Brazil L 39 Pac 16 03 Nanguinhos, Rio de UnB-103; UnB WLP- Janeiro, RT, Brazil 1381
L40 Pf 01 01 Mid Lothian, UnB-133 Scotland 31
Table 2.1. (Continued)
Code Species S A Locality Voucher L 41 Pf 01 01 Water of Leith, UnB-134 Edinburgh, Scotland
L 42 Pf 00 01 Union Canal, Edinburgh, UnB-137 Scotland
L 43 'Pac 00 01 River Aire, Leeds, UnB-138 England
L 44 Pg 00 01 Chester, Liverpool, UnB-139 England
L 45 Pac 00 01 Hazeihead Park, UnB-141 Aberdeen, Scotland
L 46 Pac 03 03 Richmond Park, UnB-142 London, England
L 47 Pac 00 01 Sussex, England UnB-143 L 48 Ah 00 01 Sussex, England UriB-144
L 49 Pf 00 01 Union Canal, UnB-148 Edinburgh, Scotland
L 50 Pf 00 01 East Lothian, UnB-149 Scotland
L51 Sm 01 00 - cr-M63
L52 Si 01 00 - GT-613
L 53 Spa 01 00. - . Cr - T149
L 54 Spe 01 00 - Cr - 612 FCr
L 55 Ss 01 00 - Cr - .611 EY'T
L56 Pa 01 00 - GT-643
L57 Psi 01 00 - Cr-T127
L 58 Phc 01 00 - CT - M230
59 . L Pp 03 02 Pargue D. Pedro II, MZ - 16618 Säo Paulo City, Säo Paulo State, Brazil 32
Table 2.1. (Continued)
Code Species S A Locality Voucher N9 L 60 Pac 01 02 •Instituto Oswaldo MZ-17997 Cruz, Rio de Janei ro City, Rio de janeiro State, Brazil
L 61 ism 00 01 Ponte Sobradinho, UnB-18 Brasilia, DF, Brazil
L 62 Sm 00 01 Represa Parano, Bra- UnB-20 silia, DF, Brazil L 63 Sm 00 02 L 2 Norte, Brasilia, UnB-43 DF, Brazil L 64 Sm. 00 02 Manaus, Amazonas, thB-167 and WLP Brazil 1451 L 65 Sm 00 02 Bel&n, Pars, Brazil UnB-220 L 66 Pac 00 01 Jacarepaguä, Rio de UnB Janeiro, Brazil *No voucher number quoted, A = number of analysed snails for internal anatomy, S = number of analysed shells. The abbreviations for the species are: Ah = Aplexa hypnorum, Pa = Physella acuta, Pac = Physella acuta complex, Pg = Physella gyrina, Pc = Physella cubensis, Pf = Physa fontinalis, Pp = Physella papaveroi, Pv = Physella venustula, Si = Stenophysa irrpluviata, Sm = S. marmDrata, Spa = S. panarinsis, Spe = S. peruviana, Ss = S. spiculata. The abbreviations for the malacological collections are: GI' = George A. Te, private Collection, Ann Arbor, Michigan, U.S.A.; MZ = Museu de Zoologia da Universidade de São Paulo, São Paulo City, São Paulo State, Brazil; UnB = Laboratôrio de Malacologia, Departamento de Biologia Animal, UnJ.versic1ade de Brasilia, Brasilia, DF, Brazil; WLP = Wladimir Lobato Paraense, Malacological Collection, Instituto Gewaldo Cruz, Rio de Janeiro City, Rio de Janeiro State, Brazil. 33
This study was mainly performed on snails deposited in museums, with the exception of the ones from Brasilia, Federal District and Rio de Janeiro City, Rio do Janeiro State, which were collected from March to November 1978 (Monteiro & Dias, 1980), and the ones from England and Scotland, which I have gathered in the year of 1979. They were deposited in the UnB malacological collection. A metal net scoop having 14 cm in diameter, 8 cm deep, with a meter long wooden handle, was utilized for collecting snails in water and on aquatic plants. The shell and soft anatomy of Physa fontinalis, Physella acuta complex, Physella gyrina and Aplexa hypnorum, comprising six lots from Scotland and five from England (Table 2.1), were studied to provide 'a better understanding of several character states, since Te (1978) only cites typical species for the definition of the great majority of the character states. These samples have also provided a background on the anatomical and shell character patterns of some Physidae groups not present in South America. The representative shells of Dr. Te collection were utilized in the identification of the material studied. The examined museum collections do not represent random samples of the surveyed population. Besides, mature individuals could not be differentiated from irnznatures based on shell morphology. 34
2.2. SHELL MEASUREMENTS
This study was based on 24 shell characters which are related to those studied by Te'(i978) (Table
2.11). A diagram showing the main parts of A Physidae shell is given in Figure 2.1. They were grouped and enumerated in a sequence different from that-given by Te (1978). Five of these characters (S-1 to S-5) relate to shell size and shape; nine (S-6 to S-14) are related to spire size and shape; seven (S-15 to S-23, except S-18 and S-22) refer to aperture size and shape; after initial analysis, characters S-18, S-22, and S-24 were excluded from further shell analysis due to redundancy with characters S-is, S-16, and S-3, respectively. Not all characters presented by Te (1978) were utilized in this work: 29 of them were discarded, and those six that correspond to the ones Iworked with are listed in Table 2.11. See section 2.2.3 for comments on discarded characters. To represent,A best my observations, all utilized characters have undergone modifications in their definition, character states, and/ or on the way to be analysed. To count the number of whorls (Character S-i) the shell must be oriented in a way to be observed from the apex. On the other hand, since characters S-2 to S-24 involve straight length measurements, it requires an observation of the shell in its fundamental position. To measure those characters I followed a technique similar 35
Table 2.11. List of shell characters used for Physidae taxonanic assessment, indicating the correspondence between the characters as used in this work and those used by Te (1978).
Shell characters
This work TO (1978) CODE SYMBOL N A M E CODE S- 1 NW Number of whorls SC-25 s-.2 L1S2 Shell length SC-26 5- 3 SW Shell width - 5- 4 MIM2 Band of constant width - S- 5 Llr1 Apex to shell midpoint - S- 6 L1D1 Spire length - S- 7 DD2 Spire width - 5- 8 C2D1 Basal spire length - S- 9 C1LD Spire angle SC-31 S-lO BEE1 Sutural angle SC-32 S-li CA2 Point C to tangent A2 - S-12 BC Extremes of 3rd and 4th sutures - S-13 TU Maximum distance CD to 4th whorl - S-14 CD End 4th whorl to end basal suture - S-15 SS3 aperture width - S-16 D/S2 Aperture length - S-17 H1H2 Apical aperture width - * S-18 1112 Basal aperture width - S-19 D3DD4 Aperture insertion angle SC-33 S-20 D6D5D7 Adapical aperture angle - S-21 XY Distance to DZ - * S-22 DZ Basal suture to lower outer lip - S-23 F3G3 Parietal wash width SC-14 * S-24 FG Shell maximum width -
* Characters S-18, S-22 and S-24 were excluded due to redundancy with characters S-15, S-16 and S-3, respectively. 36
IT
L
OUTER LIP
APER
FIGURE 2.1. Shell of Physella acuta complex, from University of Lrasilia, Brasilia, DF, UnB-194, showing the main parLs of a hysidae shell. - . 37 to Te's 1975 and .1978. The main difference is that I filled the shell completely with water up to the peristome. Thus, the shells were leveled and'-steady, precluding slight differences in orientation due to.tilt, that, ultimately, would affect shell measurements. This position is so naturally stable that drawing ten times a same shell, that was removed from its original position, emptied and filled with water again, for ten successive times, produced ten superimposable drawings.
2.2.1. FUNDAMENTAL ORIENTATION OF THE SHELL
The determination of the shell main axis is fundamental for almost every measurement of shell characters. A leveled and steady shell is oriented with the opening on the observer's left side, in a way that the edge of the peristome is frontal to the observer. This is called fundamental position of the shell (Figure 2.2). The next fundamental step is the determination of the spire angle (character S-9). To do so I have looked for an angle that would represent best the shell shape as a whole. Searching the conchological literature I found that spire angle, as defined by Parodiz (1951), is the one that seems to contain most points of the spire development. However, his definition sets the shell apex as the vertex of the spire angle. Since the shell apex FIGURE 2.2. Shell of Physella acuta complex, UnB-194, in its fundamental orientation. A1C1 (rigth side) and AD (left side) are points determining spire angle sides; C1LD, spire angle; LS1, spire angle bisector; L1S1, shell axis; two parallels and two perpendicular lines to the shell axis enclose the shell within a parallelogram frame. L1S2, shell length; SW, shell width; F1G1 and F2G2, upper and lower limits, respectively, of a band where the largest segment of the shell width is constant; M, midpoint of the width of the band; F3G3, parietal wash width; L1D1, spire length; DD2, spire width; C2D1, basal spire length. 38
L
1
7 ..
1mm
C cl
ZBlCl D2
//N ND1
8 Fl Ml Is 1 \ ---- GG
2 M 2 G2 KF
7 S1
LEFT SIDE rS2 RIGHT SIDE
1mm - 39 is often blunt, the vertex is not referred to a point but to a curved, surface. ConsequentlyI modified Parodiz's definition to draw the spire angle as close as possible to the spire development. Besides, I have chosen: angle sides determined by well defined crosslinés, i.e., points where sutures meet shell contour in a plane, A1C1 and AD (Figure 2.2). These are the reasons that led to the determination of the shell axis based on a consistent position of the shell. This new method is close to many others found in the literature which are ultimately arbitrary and variable (Gaillard, 1973; Parodiz, 1951; Te, 1978). Thus, the spire angle C1LD is defined by the straight lines passing by the points A1C1 and AD (Figure 2.2), determined by the ends of the first suture (Al and A) and the ends of the basal suture(Cl and D), on each side of the shell in its fundamental position. These two straight lines cross at the vertex of the angle (L) that is close to the shell apex. According to this definition, the vertex of the spire angle is rarely located on the shell apex. In fact, any definition that necessarily include/that coincidence is operationa disadvantageous, since the shell apex is not referable to a unique point. The bisector of the spire angle defines two important marks of the shell: the shell apex and the shell axis. The shell apex is the point where the bisector crosses the upper line of the 40 protoconch (Li, Figure 2.2). The shell axis is the segment (L1S1, Figure 2.2) of the bisector from the protoconch to the collumelar lip. The determination of two parallel and two perpendicular. lines to the shell axis is very convenient as references to direct all the shell measurements. One parallel is tangent to the outer lip and the other tangent. to the body whorl. One perpendicular is tangent to the shell apex and the other to the aperture base. These four lines will enclose the shell within a parallelogram (Figure 2.2).
2.2.2. CHARACTERS DEFINITION
The code number of the character, as used by Te (1978), is given in parentheses after the name of each character, only for characters equivalent to those used by Te. Character S-i. Number of Whorls (SC-25) - The number of whorls of a shell is a very important character. However, the way it is counted, according to the literature, is far from uniform. The first step to count whorls is to determine the first whorl. To do so, it is necessary to follow the way the shell is built. In fact, the shell material begins to be gathered at a certain point during the embryonic life. This point is indicated by an arrow (0) in a stylized drawing (Figure 2.3). This arrow is fixed and shows the origin of the 41
W'U
FIGURE 2.3. Diagram to illustrate a method of counting whorls (1 to 3) in a stylized drawing of stages of shell formation (1 to 6). 0, origin of the protoconch; P,
direction of the growing zone. 42 first whorl. The growing zone direction, may be indicated by another arrow (p) that coils until it touches the first arrow (o). When the growing zone reaches the arrow that indicates the origin of the whorl, it closes a cycle, which is the first whorl. The following coilings always close further cycles (whorls) at the fixed arrow (Figure 2.3). Dealing with shells to be examined, they are fixed to a substract of plasticine in a vertical position so that its apical end can be observed under a stereomicroscope. It is necessary to choose a line to set the beginning and the end of each whorl. Thus, the curve of the tip of the protoconch was considered the origin of that reference line. Though this origin is not precise, it is a natural origin of the shell, and a reference line must begin at that point and follow the direction opposite to the growing pathway. The last whorl is measured to the nearest quarter of a complete 3600 turn (Figure 2.4).
Character S-2. Shell length (SC-26) - The length or height of the shell, L1S2 (Figure 2.2),is the distance from its apex to the point where the shell axis crosses the perpendicular that is tangent to the aperture base.
Character S-3 Shell width -SW (Figure 2.2), is the distance between the parallels to the shell axis that are tangent to the outer lip and to the bodywhorl. This 1. character indludes character S-24. / 43
FIGURE 2.4. Top view of a shell of Physella acuta complex, UnB-194, showing method of counting whorls from 1 to 5 and 3/4. The numbers are in the end of the respective whorls. 44
Character S-4. Band of constant width - The largest segment, perpendicular to the shell axis, lying between the outer lip and the body whorl..'periphery is determined empirically in a plane. Some physids have;:a band where the length of that segment is constant. The distance between the upper and the lower limits of the band (F1G1 and F2G2) is a band of constant width (M1M2) (Figure 2.2).
Character S-5. Apex to shell midpoint - The midpoint, M (Figure 2.2),of the width of the band defined in character S-4, is located along the shell axis. The distance from the shell apex to the midpoint of the band, L1M, defines character S-5.
Character S-6. Spire length - A perpendicular to the shell axis passing by the end of the basal suture, D (Figure 2.2),crosses the shell axis at Dl. The spire length L1D1, is the distance from the shell apex to Dl.
Character S-7. Spire width - The perpendicular to the shell axis passing by the end of the basal suture (D) determines D2 at the body whorl. The distance between the end of the basal suture to D2, DD2, is the spire width (Figure 2.2). '
Character S-8. Basal spire length - Two parallels, perpendicular to the shell axis, were drawn, respectively, by point D (as in character S-7) and by point C (Figure 2.2). The distance between the parallels, C2D1,is called basal spire length. 45
Character S-9. Spire angle (SC-31) -As defined in the fundamental orientation of the shell, spire angleClLD, is determined by straight lines passing by the points Aid and AD that pass by the ends of the first suture (Al and A) and the ends of the basal suture (Cl and D), on each side of the shell in its fundamental position (Figure 2.2).
Character S-b. Sutural angle (SC-32) - The shell axis crosses the third suture at E (Figure 2.5). This point and the suture extremity (B,Figure 2.5) on the left side of the shell in its fundamental position determines the straight line BE. The angle formed on the same side by BE and a perpendicular to the shell axis, at E, is the sutural angle, BEE1 (Figure 2.5). The conchological literature refers to sutural slope as equivalent to sutural angle (Moore, 1960; Te, 1975).
Characters S-il and S-12. Point C to tangent A2, and extremes of 3rd and 4th sutures, respectively - A line, on the left side of the shell, tangent to the fourth whorl and to the body whorl was drawn (Figure 2.6). B and C are extreme points of the third and fourth sutures, respectively, also on the left side of the shell. The distances from C to the tangent (A2) and from B to C were measured.
Characters S-13 and S-14. Maximum distance CD to 4th whorl contour, and end of 4th whorl to end of basal suture, respectively - The end of the fourth whorl (C) and the 46
FIGURE 2.5. Shell of Physella acuta complex; UnB-194, showing angular measurements. BELl, sutural angle; D3DD4; aperture insertion angle D4E'D5, adapical aperture angle. 47 end of the basal suture (D) (Figure 2.7) on the left side of the shell were linked by a straight line. The distance from points C to D, character S-13, was measured. The most distant point from CD to the fourth whorl was empirically determined. This distance measured as TU (Figure 2.7) defines character S-14.
Character S-15. Aperture width - Aperture width (Figure 2.8) is here defined as the distance between two parallels to the shell axis. One is tangent to the outermost point of the outerlip. The other is tangent to the outermost point of the aperture on the internal columellar lip edge. Aperture width is the distance SS3 (Figure 2.8). This definition differs from Te's suggestion in a drawing (Te, 1975) that includes the columellar lip width in the aperture width.
Character S-16. Aperture length - Is the distance between two parallels perpendicular to the shell axis: one is tangent to the aperture base; the other passes by the point where the outer lip meets the inner lip (D) and crosses the shell axis at Dl (Figure 2.8). The aperture length is the distance from Dl to S2.
Character S-17. Apical aperture width - The aperture length was divided into four equal bands perpendicular to the shell axis. H1H2 (Figure 2.8) in the inferior limit of the upper band is the apical aperture width.
Character S-18. Basal aperture width - Ii 12 (Figure 2.8) in the superior limit of the lowest band, as mentioned in FIGURES 2.6 (above) and 2.7 (below). Shells of Physella acuta complex, UnB-194. CA2, distance from point C to tangent A2; BC, extreme points of the third and fourth sutures; CD, distance from the end of the fourth whorl and the end of the basal suture; TU, most distant point from CD to the fourth whorl contour on the left side of the shell drawing. 48
1mm 49
D D1
12 ,,1
S3
9 1mm fIGURE 2.8. Shell of Physella acuta canpiex, UnB-194. SS3, aperture width D1S2, aperture length; 111H2, apical aperture width, 1112, basal aperture width. 50 character S-17) is the basal aperture width.
Character S7-19. Aperture insertion 1angle (SC-33) - The vertex of this angle is the end of' the basal suture on the left side of the shell in its fundamëntal'position (D, Figure 2.5). The sides of the angle were empirically found over the whorls adjacent to the end of the basal suture, by plotting points D3 and D4 on the left margin of the body whorl and outer lip, respectively. The distance D3D or D4D is equal to 5% of the length of the examined shell. Thus, the lines DD3 and DD4 define the sides of the aperture insertion angle D3DD4 (Figure 2.5). This seems to be the angle that aproximates better to the angle that Te (1975) presents in a drawing.
Character S-20. Adapical aperture angle - The definition of this character is analogous to the one of character S-19. The vertex of the angle is the point D (Figure 2.5) where the outer lip meets the parietal lip. The sides of the angle were found by plotting points D4 and D5 on the outer and parietal lips, respectively. The distance DD4 'or DD5 is equal to 5% of the length of the examined shell. Thus, the lines DD4 and DD5 define the sides of the adapical aperture angle D4DD5 (Figure 2.5).
Characters S-21 and S-22. Distance to DZ and basal suture to lower outer 42 respectively - The shell is placed in its fundamental position (Figure 2.2), it is then rotated around its axis until the external part of the outer lip covers completely the columellar lip (Figure 2.9). A 51
z. tmm
FIGURE 2.9. Shell of Physella acuta complex, UnB-194. DZ, distance from the end of the basal suture to the lowest point of the outer lip; XY, largest length perpendicular to DZ. 52 straight line link.ing the end of the basal suture (D) and the lowest point of the outer lip (Z) is drawn (Figure 2.9). The distance from point D toZ, character S-22, was measured. The largest length perpendicular to DZ; limited by this line and the outer lip contour, is found. This length, XY, defines character S-21.
Character 5-23. Parietal wash width (SC-14) - The character definition was used as proposed by Te (1975), however, the states as suggested by him were discarded due to difficulties of categorizing parietal wash according to those subjective states. It is difficult to any taxonomist to understand differences between a narrow, regular, wide, very wide and very very wide parietal wash. Thus, I suggest to quantify parietal wash width as follows. The perpendicular to the shell axis which contains the shell midpoint (Character S-5) crosses the parietal wash limits at F3G3 (Figure 2.2). This segment F3G3 is the measurement
of the parietal wash width.
2.2.3. DISCARDED CHARACTERS
For the reasons to be mentioned in the following paragraphs there were some characters studied by Te (1978) which were not considered in this work. The characters that refer to general and specific states - as shell shape, spire shape, aperture shape - are a single character split into two by Te (1978). 1 understand that 53
the separation of the character under general and specific implies granting double weight for a single character. This is not a proper procedure in numerical taxonomy, which presupposes equal weight for all characters (Sneath & Sokal, 1973). The characters specific shell shape, specific spire shape and specific aperture shape were discarded for their character states were innacurately defined. They are more precisely evaluated by shell measurements. All the variables which Te (1978) expressed as ratios were also discarded. In fact, to represent a variable as a ratio ens us dis,antages (Pearse, 1965; Atchley et al., 1976). Since a ratio is a two component variable the variation of one component may not follow the same ratepf the other. Besides the ratio's distribution often sard unusual, perhaps far from normal (Pimentel, 1979). The character aperture outer lip callus colour was lumped with character aperture outer lip callus since not all shells have outer lip callus. The characters translucency, glossine, shell Sk thickness, subsutural line colour and protoconch colour are known to be variable within fresjater snail species and may be correlated with certain ecological features of the environment, such as the amount of calcium in the water, water acidity, water turbulence (Baker, 1911; Wurtz, 1949; Hubendick, 1951; Pennak, 1953; Paraense, 1970). Also the limits of their character states are 54 difficult to determine precisely since they may show varying states of intergradation. Consequently, they were discarded. The character protoconch shape, was also discarded. The term protoconch is applied to initial whorls of the spire, specially to those cases where the initial whorls differ from the rest of the spire in terms of orientation, spire angle and sculpture (Moore, 1960). However, in shells like those of the physids where initial whorls do not differentiate from the rest of the spire, it is very difficult to delimit where the protoconch ends. Te (1978) has not explained his criteria to delimit protoconch, and for this reason this character has been discarded. The characters suture appression and aperture truncation point were not utilized in this study due to insufficiency of information on their methodology.
2.3. SHELL STATISTICAL ANALYSIS
2.3.1. REGRESSION ANALYSIS
The regression of pairs of shell characters was calculated for three samples of snails, identified beforehand as S. marmorata by the examination of the internal anatomy, from Recife (Pernambuco State) (Voucher n9 UnB-126), Uruçuca (Bahia State) (MZ-23357), and Belo- 55
Horizonte (Minas Gerais State) (UnB-169) and one sample of Physella acuta complex, also identified by the internal anatomy, from Manguinhos in Rio de Janeiro City (Rio de Janeiro State) (UnB-103, 166) (Table 2.I)1. These: samples were compared with the conspecific samples from Brasilia, i.e., with S. marmorata from Fundo Creek Basin (UnB-006), and P. acuta complex from the University of Brasilia aquaria (UnB-194), by a regression coefficient test (Allen, 1976). The same test was used to compare the S. marmorata Fundo Creek population with the P. acuta complex, University of Brasilia population. The correlation coefficients and the respective tests of significance were calculated for twenty-one shell characters (Table 2.11), associated in 210 pairs, in a correlation matrix for both Fundo Creek and University of Brasilia samples. At first, these correlation matrices were arranged considering 24 characters. However as three of them were considered redundant to others, they were not taken into account in this work: character 15 is redundant to 18, 24 to 3, and 22 to 16. As characters 15, 3 and 16 were easier to be measured they were chosen instead of 18, 24 and 22 respectively. The correlation coefficients, the respective significance tests and the regression analysis were considered only for those pairs of characters whose correlation coefficients proved to be significant, and above 0.7, for the Fundo Creek (Stenophysa)and the University of Brasilia (Physella) samples, simultaneously. 56
Consequently, the coefficient of determination (r 2 ) should be always higher than 0.49. There was no clear basis for designating in each pair of variables one of them as the independent variable, and the other as the dependent variable. Therefore, the standard error of estimate was calculated reversing: the roles of the variables, first considering Y as a dependent variable and X as the independent one, and then considering X as the dependent variable and Y as the independent one. The choice of the dependent and independent variables was made on the basis of the X, Y or Y, X pair which presented the smallest standard error of estimate. The regression equations were determined by the method of least squares. All these statistical procedures were performed on a SPSS program (Statistical Package for the Social Sciences) (Nieetal, 1975) by a Burroughs 6700 computer, except for the regression coefficient test for which a special algol program was prepared based on Allen (1976).
2.3.2. PRINCIPAL COMPONENT ANALYSIS (PCA)
The 19 shell characters used are shown in Table 2.11, which also includes characters S-14, S-lB, S-22, S-23, and S-24 that were eliminated from the analysis njdata were lacking for two populations, or were excluded due to redundance with other characters. 57
At first, S. marmorata from 29 localities (Li to L29), amounting 102 shells, and P. acuta complex from 10 localities (L30 to L39), amounting 70 shells (Table
2.1) were independently considered for the PCA. Later, the 39 localities belonging to S. marmorata and P. acuta complex were analysed together. - The correlation of the shell characters with the five principal components were only considered for those characters which had correlation coefficients higher than half the highest correlation coefficient for each principal component.
Principal component analysis was carried out in a Burroughs 6700 computer, using a Fortran language programme of Bouzereau and Blank (personal communication),. based on Calliez and Pagis (1976). Characters were standardized by expressing each state as a deviation from the character state mean in standard deviation units.
2.4. ANATOMICAL ANALYSIS
The anatomical analysis was made on S. marmorata from 32 localities and P. acuta complex from 14 localities. Forty eight and 28 snails were used in the S. marmorata and P. acuta complex analysis, respectively, varying from one to thirty specimens per locality (Table 2.1). 58
Snails from UnB and WLP collections were all relaxed in a 0.05% nembutal solution, for four to six hours, according to the size of the. specimens. They were gradually immersed in water at about 70°C,. for. approximately 45 seconds and, then, drawn-out of the shell with a forceps. They were preserved in Railliet-Henry's fluid for at least 24 hours before dissection, and the larger specimen of each sample was dissected under stereomicroscope (Paraense, 1981). This study was only carried out with preserved material. Snails from MZ collection were preserved in 70% alcohol. This study was performed over 26 out of the 34 anatomical characters presented by Te (1978). These characters and their states are listed in Table 2.111. They were enumerated in a different sequence from that given by Te (1978). See section 2.4.2 for comments on discarded characters. Of the 26 anatomical characters,
(Table 2.111), 0i is related to the tentacle pigmentation (A-l); another to the mantle surface pigment pattern (A-2); two to the columellar side mantle lappet, which are related to the type of mantle lappet and to the columellar lappet number (A-3 and A-4); two to the kidney features, related to the kidney shape (A-5) and tubular nature of the kidney (A-6); three to the bursa copulatrix, related to the bursa copulatrix shape (A-7), bursa copulatrix axis (A-8) and bursa copulatrix duct connection (A-9); two to the digestive tract, related to the pigmentation pattern (A-b) and shape of gizzard 59
Table 2.111. Anatomical characters and their states used in this ulork for Physidae taxonomic assessment (based on Te, 1978).
Characters States Code Name A-i. Tentacle type entire and sircoth (as in (Figures 2.10 p1exa elongate) translucent, with narrow black core (as in Physella integra)
• translucent edged with broad black core (as in Physella ancillaria) white (as in Physella parkerii)
A-2. Mantle pignnt obscure circles (as in A. pattern elongate) (Figures 2.14 - small circles (as in Physella 2.20) osculans) smoothly pigmented (as in Physella zionis) unpigirnted (as in Physeila spelunca) large circles (as in Physella gyrina) very large irregular areas (as in Physella lordi) medium circles (as in P. integra)
A-3. Mantle lappet type A. wavy, non digitate (as in
(Figures 2.21 - Stenophysa maugeriae) 2.28) Table 2.111. (Continued)
Characters States Code Name
is a shorter version of state A; and was lumped with state A serrated, non digitate (as in Stenopriysa marrrorata) straight-edged, non digitate (as in A. elongata)
blunt digitate (as in Physa fontinalis)
stubby digitate (as in P. zionis) pointed digitate (as in P. integra)
spade-shaped digitate (as in P. gyrina straight-edged and wide (as in Physella microstriata)
A-4. Columellar lappet A. none (as in A. elongata) number B. high (6 to 9) (as in P. fontinalis) medium (4 to 5) (as in P. pornilia)
low (2 to 3) (as in P. zionis) 61
Table 2.111 (Continued)
Characters States Code Nau A-5. Kidney shape (as in Stenophysa maugeriae) (Figures 2.29 - 2.39) (as in A. elongata) (as in Physella virgata) (as in P. ingra) omitted, lumped with state C (as in P. fontinalis) (as in P. pond (as in P. gyrina) (as in P. lordi) (as in P. zionis) (as in P. lunca)
(as in P. oostata)
A-6. Tubular nature of full tubular to semi-lamellar the kidney (Figures = A-5, states C, D, F, G, H, 2.40 - 2.42) I, J, K, L. lamellar = A-5, state A crinkled = A-5, state B
A-7. Bursa cxpulatrix (as in Stenophysa peruviana) shape (Figures (as in Stenophysa marmDrata) 2.43 - 2.50) (as in A. elongata) lumped with state A, omitted (as in P. fontinalis) (as in Physella cubensis) 62
Table 2.111. (Continued)
Characters States Code i"arre
(as in Physella heterostropha)
(as in Physella boucarth) L. (as in P. nuttallii) A-8. Bursa copulatrix vertical (as in A-7, all axis (Figures 2.51 - states except H)
2.52) horizontal (as in A-7, state H) '
A-9. Bursa copulatrix (as in S. rnarirrata)
duct connection (as in A. elongata) (Figures 2.54 - (as in P. 9yrina) 2.56)
A-10. Digestive tract lightly pigmented (as in S. pigmentation marrtorata)
2.57 - (Figures evenly pigmented (as in 2.60) A. elongata)
partially pigmented (as in P. gyrina)
unpigmented (as in P. spelunca)
A-li. Shape of gizzard cylindrical (as in S. marrrrata) (Figures 2.61 - laterally lobed (as in P. 2.62) gyrina)
A-12. Preputial gland absent (as in A. hypnorum)
presence present (as in P. fontinalis) 63
Table 2.111. (continued)
A-13. Penial complex type ((as in S. maugeriae) (Figures 2.63 - (as in Stenophysa irnpluviata) 2.81) (as in P. boucardi)
(as in CIrU-85 unnamed) (as in P. costata) (as in P. fontinalis)
(as in P. vir) (as in P. heterostropha) (as in P. ancillaria) (as in Physella propiva nuttallii) (as in P. gyrina, P. gyrina sayii)
(as in P. zionis) (as in P. cubensis) (as in P. integra)
0. (as in P. lordi)
(as in S. maniorata) (as in Stenophysa pariamensis)
(as in Aplexa hypnorum)
(as in A. elongata)
A-14. Length ratio of PS greater than 3 times Pr penial sheath to PS lesser than 3 times Pr the preputium (PS/Pr) 64
Table 2. 111. (Continued)
Characters States Code Name Narrowing of the narrowed (as in P. cubensis) non glandular regular (as in P. gyrina) segment of penial sheath (Figures 2.83 - 2.84)
Nature of the swollen and distended (as in P. glandular segment boucardi) of the penial sheath regularly swollen and smooth (Figures 2.85 - 2.87) (as in P. ina; P. ancillaria and liaria) short and rounded (as in P. cubensis)
Length ratio of the PS Ca. 2 times Pr penial sheath to the PS Ca. 2.5 times Pr preputiin (PS/Pr) PS ca. 3 times Pr D. PS Ca. 1.5 times or less than Pr
A-18. Length ratio of the G greater than NG (as in P. non glandular lordi) segment to the G Ca. equal NG (as in P. glandular segment of gyrina sayii) the penial sheath G lesser than NG (as in P (NG/G) gyrina) G much lesser than NG (as in P. cubensis) 65
Table. 2.111. (Continued)
Characters States Code Name A-19. Swelling of glandular A. very heavy (as in P. }x)ucardi) segment (G) of penial B. heavy (as in P. ancillaria sheath (Figures 2.88 ancillaria) - 2.91) slight (as in P. vinosa) no swelling (as in P. gyrina)
Size of preputial medium (as in P. heterostroph gland small (as in P. acuta) large (as in P. integra) -
Tendency of preputial oval and compact, no gland to flatten apparent flattening (as in P. (Figures 2.92 - 2.94) heterostropha halei) flattened (as in P. acuta rounded and loosely packed (as in P. cubensis)
Length ratio of the PS shorter than Pr penial sheath to PS Ca. equal Pr the preputiurn (PS/Pr) PS longer than Pr
Swelling of penial not bulbous (as in P. sheath terminus virgata) (Figures 2.95 - 2.97) bulbous (as in P. integra integra)
heavily bulbous (as in P. integra brevispira) ORE
Table 2.111 (Continued)
Characters States Code Name Retractor muscles fleshy (as in S. manirata) (Figures 2.98 - 2.99) fibrous-like (as in sane A. elongata)
Length ratio of penial PS Ca. 1.5 to 2 times Pr sheath to the PS less than 1.5 to equal Pr preputium (PS/Pr) PS less than Pr D. PS 2 to 3 times Pr
A-26. Number of segirents A. 2-parted (as in S. rnaugeriae) in the penial sheath B. single-parted (as in A. (Figures 2.63, 2.68 hypnorum) and 2.81) C. 3-parted (as in A. elongata) 67
(A-li); and the remaining 15 are related to the penial complex (A-12 to A-26).
2.4.1. CHARACTERS DEFINITION
Te (1978) did not present definition and description of the anatomical characters and their states. The full description of each character and its states is given, therefore, in this work, and is based on Te's manuscripts and sketch drawings (Te, personal communication). In fact, the great majority of anatomical sketch drawings presented in this chapter were made by Te. The detailled explanations of the characters and of their states will also help to better understand Te'S 1978 paper. The descriptions of the characters and/or their states are as follows. The code number of the character as used by Te (1978) is given in parenthesis after the name of each character:
Character A-i. Tentacle type (AC-3) - This character is related to the tentacle colour pattern. State A. entire and smooth-refers to tentacles which are opaque, mucous and, consequently, with smooth appearance (Figure 2.10); State B.translucent with narrow black core - the internal structure of the tentacle exhibits a pigmented core, whose width occupies 50% or less of the tentacle diameter (Figure 2.11); State C.translucent with broad black core - the pigmented tentacle core occupies
2.10 2.11 2.12 2.13 2.14 2.15 A A A--- A A-= 2.16 2.17 2.18 2.19 2.20
ç; 2.21 2.22 2.23
2.24 2.25 2.26