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Integrative taxonomy of the Plain-backed Thrush (Zoothera mollissima) complex (Aves, Turdidae) reveals cryptic species, including a new species
- Per Alström ORCID:orcid.org/0000-0001-7182-27631,2,3,
- Pamela C. Rasmussen4,5,
- Chao Zhao6,
- Jingzi Xu7,
- Shashank Dalvi8,
- Tianlong Cai2,9,
- Yuyan Guan2,9,
- Ruiying Zhang2,
- Mikhail V. Kalyakin10,
- Fumin Lei2 &
- …
- Urban Olsson11
Avian Researchvolume 7, Article number: 1 (2016)Cite this article
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Editor's Note
The original version of this article was replaced with the current vesion at the request of the journal's editors. Amendments have been made to the non-scientific content of the article.
Abstract
Background
The Plain-backed ThrushZoothera mollissima breeds in the Himalayas and mountains of central China. It was long considered conspecific with the Long-tailed ThrushZoothera dixoni, until these were shown to be broadly sympatric.
Methods
We revise theZ. mollissima–Z. dixoni complex by integrating morphological, acoustic, genetic (two mitochondrial and two nuclear markers), ecological and distributional datasets.
Results
In earlier field observations, we noted two very different song types of “Plain-backed” Thrush segregated by breeding habitat and elevation. Further integrative analyses congruently identify three groups: an alpine breeder in the Himalayas and Sichuan, China (“Alpine Thrush”); a forest breeder in the eastern Himalayas and northwest Yunnan (at least), China (“Himalayan Forest Thrush”); and a forest breeder in central Sichuan (“Sichuan Forest Thrush”). Alpine and Himalayan Forest Thrushes are broadly sympatric, but segregated by habitat and altitude, and the same is probably true also for Alpine and Sichuan Forest Thrushes. These three groups differ markedly in morphology and songs. In addition, DNA sequence data from three non-breeding specimens from Yunnan indicate that yet another lineage exists (“Yunnan Thrush”). However, we find no consistent morphological differences from Alpine Thrush, and its breeding range is unknown. Molecular phylogenetic analyses suggest that all four groups diverged at least a few million years ago, and identify Alpine Thrush and the putative “Yunnan Thrush” as sisters, and the two forest taxa as sisters. Cytochromeb divergences among the fourZ. mollissima sensu lato (s.l.) clades are similar to those between any of them andZ. dixoni, and exceed that between the two congeneric outgroup species. We lectotypify the nameOreocincla rostrata Hodgson,1845 with theZ. mollissima sensu stricto (s.s.) specimen long considered its type. No available name unambiguously pertains to the Himalayan Forest Thrush.
Conclusions
The Plain-backed ThrushZ. mollissimas.l. comprises at least three species: Alpine ThrushZ. mollissima s.s., with a widespread alpine breeding distribution; Sichuan Forest ThrushZ. griseiceps, breeding in central Sichuan forests; and Himalayan Forest Thrush, breeding in the eastern Himalayas and northwest Yunnan (at least), which is described herein as a new species. “Yunnan Thrush” requires further study.
Background
The thrush genusZoothera (Turdidae) previously comprised species in Africa, Asia and North America (Ripley1964). However, molecular analyses (Klicka et al.2005; Nylander et al.2008; Voelker and Outlaw2008) showed Ripley’s (1964)Zoothera to be an unnatural grouping, andZoothera is now restricted to 18 extant and one recently extinct species, which are patchily distributed from Siberia to Sri Lanka, and eastward through Indonesia to Australia and various western Pacific islands (Collar2005; Dickinson and Christidis2014; Gill and Donsker2015). One of the species, GeomaliaZ. heinrichi, was previously placed in the monotypic genusGeomalia, with uncertain affinities, but was recently suggested to be nested withinZoothera (Olsson and Alström2013).
The Plain-backed ThrushZ. mollissima breeds throughout the Himalayas and into central China (Collar2005; Dickinson and Christidis2014; Gill and Donsker2015). It breeds at high elevation, in forest as well as above the tree limit, and descends to lower elevation in winter (Clement et al.2000; Collar2005). Three subspecies are now generally recognized:Z. m. whiteheadi (Stuart Baker, 1913) from Pakistan to west-central Nepal,Z. m. mollissima (Blyth,1842) in the rest of the Himalayas, andZ. m. griseiceps (Delacour,1930) in south-central China (Sichuan, Yunnan) and northern Vietnam (Tonkin); several other names are in synonymy. The Long-tailed ThrushZ. dixoni (Seebohm,1881) was generally considered conspecific withZoothera mollissima, based on Sharpe’s comments in Seebohm et al.’s (1898) posthumously published monograph on thrushes, until Delacour (1930; with input from N. Kinnear) showed that there were fairly consistent morphological differences. These were further verified by Vaurie (1955), who also showed thatZ. mollissima andZ. dixoni were sympatric throughout most of their breeding ranges. Molecular phylogenetic analyses have confirmed the close relationship betweenZ. dixoni andZ. mollissima (Olsson and Alström2013; previously suggested also by Klicka et al.2005, but using a misidentified sample ofZ. dixoni).
The present study was initiated in June 2009, when P.A. and S.D. discovered that there were two species of “Plain-backed Thrush” breeding in sympatry in the eastern Himalayas. These were completely segregated by elevation and habitat, one occurring in mostly coniferous forest up to the upper tree limit (3430–4200 m a.s.l.) and the other in alpine habitats above the tree limit (>4200 m). Their songs were strikingly different, although no definite morphological differences were detected in the field. One of us (P.A.) had previously heard the song of “Plain-backed Thrush” in mountain forests in Sichuan Province, China, and remembered this as being reminiscent of the Himalayan forest species. The two Himalayan song types had both previously been attributed toZ. mollissima by various recordists, and they were thus described as alternative songs of this species (Rasmussen and Anderton2005).
We here revise the taxonomy of theZ. mollissima–Z. dixoni complex based on analyses of morphology, songs, two mitochondrial genes and two nuclear introns, ecology and geographical distributions. As part of the revision, we describe a new species in the complex.
Methods
We analyzed DNA from type specimens or (in the case ofZ. m. whiteheadi) specimens from the type series of four nominal taxa that have been synonymised with one or anotherZ. mollissima subspecies. The type specimen ofZ. m.mollissima (Blyth,1842) may have been lost, but based on the original description, we conclude that Blyth’s namemollissima, as well as all other taxonomic names previously used in this complex, exceptgriseiceps, are either unavailable or refer to the same taxon, namely the one that we found breeding above the tree limit in the eastern Himalayas in June 2009. We refer to this taxon as Alpine Thrush; to the one we first found breeding in forests in the Himalayas as Himalayan Forest Thrush; and to the one breeding in forests in Sichuan Province, China as Sichuan Forest Thrush. We describe the Himalayan Forest Thrush as a new species. Throughout the text, the nameZ. mollissima s.l. refers to theZ. mollissima complex as a whole.
Field work
All taxa were studied in the field (Fig. 1) (except that no certain field observations have been made of the “Yunnan Thrush”). Observations and sound recordings were made at various localities as opportunities arose since the early 1980s. Dedicated studies were carried out in the eastern Himalayas in June 2009 by P.A. and S.D.; in Sichuan Province, China in May and June 2013 by P.A. and Peng Li; in Yunnan Province, China in June 2014 by P.A., C.Z. and Jian Zhao; and in Sichuan Province, China in June 2015 by P.A. and C.Z.
Distributions of identified records of taxa (as defined herein) of theZ. mollissima complex (Z. dixoni not shown), based on verified specimens, photographs, sound recordings and genetic samples.a Alpine ThrushZ. mollissima sensu stricto (includingwhiteheadi, synonymized herein) and localities for verified genetic samples of “Yunnan Thrush”Z. mollissima(?).b Himalayan Forest ThrushZ. salimalii sp. nov. and Sichuan Forest ThrushZ.griseiceps.Filled black symbols represent records from June to August,filled grey from April to May and September to October andopen symbols from November to March. Multiple site records are not indicated; where multiple records exist from different seasons, site seasonality codes mapped are those during or closest to the breeding season. Labelled provinces and states are those referred to prominently in the text in reference to particular records and/or taxa. The Manipur specimen localities for the Himalayan Forest Thrush could not be traced, so the symbol is arbitrarily located in the center of the western Manipur hill range
Morphology
At the start of the morphological analysis it was not known how the different taxa we had noticed in the field differed morphologically, so a large number of mensural and qualitative characters were studied in the attempt to detect differences. We measured and plumage-scored most specimens in key collections ofZ. mollissima s.l., as well as samples ofZ. dixoni. We studied all type specimens of taxa in the complex still recognized:Z. m.whiteheadi (Baker, 1913),Z. m. simlaensis (Baker, 1924),Z. m. griseiceps (Delacour,1930), andZ. dixoni (Seebohm,1881), with the exception of the type ofZ. mollissima (Blyth,1842), which may be lost. We also studied types of all names that now reside in synonymy:rostrata (Hodgson,1845),hodgsonii (von Homeyer,1849) andoreocincloides (Hodgson, 1844) (a nomen nudum). Specimens were studied by P.C.R. at (or were lent by) the following museums: American Museum of Natural History, New York, USA (AMNH); The Natural History Museum, Tring, UK (NHMUK; specimen acronym BMNH); California Academy of Sciences, San Francisco, CA, USA (CALAS); Field Museum of Natural History, Chicago, IL, USA (FMNH); Institute of Zoology, Chinese Academy of Sciences, Beijing, China (IOZ); Kunming Institute of Zoology, Chinese Academy of Sciences, Kunming, China (KIZ); Museum of Comparative Zoology, Harvard University, Cambridge, MA, USA (MCZ); Museum National d’Histoire Naturelle, Paris, France (MNHN); Michigan State University Museum, East Lansing, MI, USA (MSUM); National Museum of Natural History, Smithsonian Institution, Washington, DC, USA (NMNH, specimen acronym USNM); Naturalis Biodiversity Center, Leiden, The Netherlands (NNM, specimen acronym RMNH); Staatliches Naturhistorisches Museum, Braunschweig, Germany (SNMB); University of Michigan Museum of Zoology, Ann Arbor, MI, USA (UMMZ); and Museum fur Naturkunde, Berlin, Germany (ZMB). The specimens in the AMNH, BMNH and IOZ were also studied by P.A. Specimens at the Zoological Museum of Moscow University (ZMMU) were studied and measured by M.K. A total of 229 measured specimens (including 39Z. dixoni) were included in the analyses, and four live birds were measured in the field by P.A. See Fig. 1 and Additional file1: Table S1.
Measurements taken and used in the analyses were (in mm, with digital calipers): culmen length from skull; culmen length from gape (taken because this was measured by Blyth for his type ofmollissima, which may have been lost); bill width from distal nares; bill depth from distal nares; bill culmen ridge width; length of hook at tip of upper mandible; skull width; rictal bristle length; wing length (flattened and stretched); wingtip length; shortfalls from wingpoint of folded wing of primaries 1–10 (numbered ascendantly); distance from tip of emarginations of primaries 3–5 and notches 2–3; tail length (measured from distal tip of pygostyle, without inserting ruler between feathers to avoid damaging specimens); distances between longest undertail coverts and tail tip and longest uppertail coverts and tail tip; tail graduation (distance between outer and inner rectrices of folded tail); maximum width of central rectrix; maximum and minimum lengths of white on outermost rectrix (not including a thin white stripe edging the rachis in many individuals); tarsus length (to last undivided scute); and hindclaw length (from last scute along top edge of claw). Qualitative scoring was done for 32 plumage and soft-part characters on each of 167 specimens (including 31Z.dixoni) and photos of one capturedgriseiceps from Jiuding Shan (Additional file1: Table S1). The characters and brief explanations are listed in Table 1. Univariate summary statistics with Bonferroni-adjusted two-samplet tests, and principal components analyses (PCAs) were done using SYSTAT (SYSTAT Software, Inc.). To achieve maximum inclusion of specimens including holotypes (some of which are missing key characters) and unsexed individuals, one set of two PCAs was run with only three variables in each, while to achieve greater discrimination between groups, another PCA was run with males only and a much larger set of variables.
Song
We analyzed recordings of songs from 45Z. mollissima s.l. and 10Z. dixoni from throughout their ranges (Fig. 1; Additional file1: Table S1). For each individual, sonograms were generated in Raven Pro 1.5 (Cornell Laboratory of Ornithology, Ithaca, USA), and ten different strophe types were selected (which in most cases meant ten consecutive strophes). The following variables were measured for each strophe: duration (s), top frequency (Hz), bottom frequency (Hz), mid frequency (top + bottom frequency/2), frequency bandwidth (the range between top and bottom frequency; Hz), and peak frequency (the frequency at which maximum power occurs within the selection; Hz). In cases where a recording contained fewer than ten song types, all recorded song types were measured. We ran a principal component analysis (PCA) and discriminant function analysis (DFA) in SPSS version 22 (IBM Corp.) using means of all variables as input. Bonferroni-adjusted two-samplet tests were used to test differences between groups in univariate summary statistics using R 3.2.1 (R Core Team2015). Most recordings analyzed have been uploaded to and are freely available at AVoCet (http://www.avocet.zoology.msu.edu), and a few are also available at xeno-canto (http://www.xeno-canto.org).
DNA
Sampling and sequencing
Samples were obtained from 33Z. mollissima s.l. and fourZ. dixoni; most of these were toepad samples from museum specimens, including the holotypes ofrostrata,Z. m. simlaensis andZ. m. griseiceps, and specimens from the type series of the latter and ofZ. m. whiteheadi (Fig. 1; Additional file1: Table S1). While standard laboratory procedures were used for fresh DNA samples, extractions, amplifications, and sequencing procedures from archaic DNA obtained from study skin samples followed the procedures described in Irestedt et al. (2006). This included e.g. amplifying short (ca. 100–200 bp), partly overlapping fragments using specially designed primers. We sequenced the main part of the mitochondrial cytochromeb gene and part of the flanking tRNA-Thr (combined referred to as cytb), mitochondrial NADH dehydrogenase subunit 2 (ND2) and entire nuclear myoglobin (myo) intron 2 and ornithine decarboxylase (ODC) introns 6–7, although all four loci were only obtained for eight of theZ. mollissima s.l. samples, while cytb, myo and ODC were sequenced for 21Z. mollissima s.l. and twoZ. dixoni; several of the sequences were incomplete (see Additional file1: Table S1 and complete alignments in Additional file2: Data S1). The specimens for which DNA samples were taken were also studied morphologically, and four of them were sound recorded (see Additional file1: Table S1).
Phylogenetic analysis
Sequences were aligned using Geneious 7.1 (Biomatters Ltd.,); some manual adjustment was carried out for the non-coding sequences. For the nuclear loci, heterozygous sites were coded as ambiguous. Trees were estimated by Bayesian inference (BI) using MrBayes 3.2 (Huelsenbeck and Ronquist2001; Ronquist and Huelsenbeck2003) both separately (single-locus analyses) and concatenated, partitioned by locus and, for cytb and ND2 by codon. Partitioning schemes and models were selected based on the Bayesian information criterion calculated in PartitionFinder 1.1.1 (Lanfear et al.2012): for all partitions, the HKY model (Hasegawa et al.1985) was selected, for the cytb partition also an estimated proportion of invariant sites (I; Gu et al.1995). Rate multipliers were applied to allow different rates for different partitions (Ronquist and Huelsenbeck2003; Nylander et al.2004). Ambiguous base pairs and indels were treated as missing data. Default priors in MrBayes were used. Four Metropolis-coupled MCMC chains with incremental heating temperature 0.1 or 0.05 were run for 5 × 106 generations and sampled every 1000 generations. Convergence to the stationary distribution of the single chains was inspected in Tracer 1.6.0 (Rambaut et al.2014) using a minimum threshold for the effective sample size. The joint likelihood and other parameter values reported large effective sample sizes (>1000). Good mixing of the MCMC and reproducibility was established by multiple runs from independent starting points. Topological convergence was examined by eye and by the average standard deviation of split frequencies (<0.005). The first 25 % of generations were discarded as “burn-in”, well after stationarity of chain likelihood values had been established, and the posterior probabilities were calculated from the remaining samples (pooled from the two simultaneous runs). White’s ThrushZ. aurea and Sunda ThrushZ. andromedae were used as outgroups based on the study by Olsson and Alström (2013).
Cytb gene trees were also computed with BEAST version 1.8.2 (Drummond et al.2012). Xml files were generated in the BEAST utility program BEAUti version 1.8.2 and are available as Additional file3: Data S2. Analyses were run under the HKY model (Hasegawa et al.1985), with rate variation following a discrete gamma distribution with four rate categories (G; Yang1994), using (a) a strict molecular clock with the mean rate of 2.1 %/million years (my) (Weir and Schluter2008) or (b) an uncorrelated lognormal relaxed clock model (Drummond et al.2006) with the same mean rate, and a birth–death species tree prior. Other priors were used with default values. 50 × 106 generations was run, sampled every 1000 generations. The analysis was run twice. The MCMC output was analysed in Tracer version 1.6 (Rambaut et al.2014) to evaluate whether valid estimates of the posterior distribution of the parameters had been obtained. The first 25 % of the generations were discarded as “burn-in”, well after stationarity of chain likelihood values had been established. Trees were summarized using TreeAnnotator version 1.8.2 (included in BEAST package), choosing “Maximum clade credibility tree” and “Mean heights”, and displayed in FigTree version 1.4.0 (Rambaut2002).
Integrative species tree estimation was performed using *BEAST (Heled and Drummond2010) in BEAST 1.8.2 for the 24 samples for which at least cytb and myo were available (for 21 of these, ODC was also available, whereas ND2 was only available for ten of these). The same substitution models as in the other analyses were used. An uncorrelated relaxed clock was applied, with a fixed rate of 2.1 %/my for cytb and estimated rates for the other loci. A piecewise linear population size model with a constant root was used as a prior for the multispecies coalescent and a birth–death model as prior on divergence times. The xml file is a available as Additional file4: Data S3.
Pairwise cytb distances (1026 bp) were calculated in Mega 6.06 (Tamura et al.2013). Fregin et al. (2012) recommended using the best-fit model for calculation of genetic distances, but as that model was not available in Mega, only uncorrectedP values—which underestimate the actual divergences—were calculated. The other recommendations of Fregin et al. (2012), such as the use of “complete deletion”, were followed.
Geographical distributions of taxa defined on the above datasets were mapped for specimens examined, sequenced genetic samples, song recordings, and identifiable photographs archived on Oriental Bird Images (http://www.orientalbirdimages.org).
Results
Morphology
Our results confirm previously published information that, in plumage,Z. dixoni is readily distinguishable fromZ. mollissima s.l. by its blackish centres (contrastingly darker than mantle) and broad, clearcut buffy (whitish when worn) tips to median, especially, and greater coverts. The wings ofZ. mollissima s.l. are more uniformly coloured, with little contrast between darker centres and narrow, indistinct (if any) pale tips to the median and greater coverts. Moreover, the dark marks on the underparts ofZ. dixoni are straighter than inZ. mollissima s.l., usually less profuse on breast and flanks, and the undertail-coverts are nearly unmarked inZ. dixoni. In addition,Z. dixoni has a contrasting dark patch on the rear ear-coverts, which is less well-marked or lacking inZ. mollissima s.l.
The taxa belonging toZ. mollissima s.l. differ from each other much less obviously. They can, however, be divided into three main groups based on morphometrics and plumage: Alpine Thrush, Himalayan Forest Thrush, and Sichuan Forest Thrush (Tables 1,2; Figs. 2,3,4,5,6,7,8). Several Alpine Thrushes (nearly all from outside the breeding season) from Yunnan and Sichuan Provinces are larger than any specimens from the Himalayas (Fig. 2), but no plumage differences have been detected (Fig. 3). The Alpine Thrush has the smallest bill of all taxa (exceptZ. dixoni). With respect to plumage, it is characterized by rather uniformly coloured, fairly cold grey-brown forehead to mantle, with no or at the most very slight contrast between the crown/nape and mantle; typical head pattern with rather pale lower lores (shade varying to some extent with angle of view; usually darkest-looking when viewed slightly from in front, but never showing distinct dark loral stripe), moderately dark subocular/moustachial area, and extensively pale-mottled auriculars (including upper part), usually with a dark patch at rear; usually narrow whitish or pale buffish tips to the median and greater coverts; rather pale brown edges to the primary coverts and primaries, with blackish tips to the former; usually rather distinct pale pinkish or pale yellowish base to the lower mandible; and pale yellowish or pale orange-tinged legs and toes with dark claws (Figs. 4,5,6,7,8). All of these characters differ significantly (usually very highly significantly) in univariate analyses (Table 1), and most contribute strongly to the complete separation of Alpine Thrush from Himalayan Forest Thrush on the plumage/soft part colors PCA (Table 2; Fig. 3): on PC 1, colour, face pattern, throat color, undertail contrast, and wing pattern were most important; while on PC 2, crown color, flank marking shape, claw color, and secondary covert pale tip width were most important in achieving the between-group separation.
PCAs of three external measurements (two different sets used to allow inclusion of all holotypes) of skin specimens of taxa of theZ. mollissima–Z. dixoni complex, showing position of holotypes (identified by first letter of species name; see key to types; symbols as for their respective taxon butfilled grey); and sequenced specimens (numbered as in Additional File1: Table S1;symbols as for their respective taxon but larger and black with white lettering).a Analysis using bill width, wing, and tarsus.b Analysis using wing, tail, and tarsus, including Blyth’s measurements of the female holotype ofT.mollissimus Blyth,1842 (symbolm).c PCA of external measurements of skin specimens (males only) of taxa of theZ. mollissima–Z. dixoni complex, showing position of male holotypes. For summary statistics, see Table 2
PCA of plumage scoring of skin specimens of taxa of theZ. mollissima–Z. dixoni complex, showing position of holotypes and sequenced specimens. Symbols as in Fig. 2
Heads of Alpine ThrushZ. mollissima sensu stricto (top; Bhutan, late April, Yann Muzika), Himalayan Forest ThrushZ. salimalii, sp. nov. (middle; Baihualing, Yunnan, China, early February, Craig Brelsford) and Sichuan Forest ThrushZ. griseiceps (bottom; Chengdu, Sichuan, China, mid April, Xianwei Yang). Note differences in pattern of lores (least patterned in Alpine, most in Himalayan Forest); subocular/moustachial area (darkest in Himalayan Forest); auriculars (usually extensively pale-mottled throughout, with dark patch at rear in Alpine; variously pale-mottled in Himalayan Forest, mainly in lower rear corner, with indistinct or no dark patch at rear; usually rather uniformly, thinly pale-streaked in Sichuan Forest); colour contrast (Sichuan Forest) or lack of colour contrast (two others) between top of head and mantle; and colour of base of lower mandible (usually pale in Alpine, dark in others). Bill proportionately largest in Himalayan Forest and smallest in Alpine Thrush, but this Himalayan Forest has unusually small bill
Alpine ThrushZ. mollissima sensu stricto, Niubei Shan, Sichuan, China, mid June (Chao Zhao; same individual as in Figs. 6,9, IOZ 20890 and probably also AV19499) (a,e,i,l); Himalayan Forest ThrushZ. salimalii, sp. nov., Dulongjiang, Yunnan, China, mid June (Per Alström; same individual as in Fig. 10, IOZ 19659 and AV19235) (b,f,j,m); Dulongjiang, Yunnan, China, mid June (Per Alström; same individual as in Fig. 10, IOZ 19658 and AV19240) (d,g); Sichuan Forest ThrushZ. griseiceps, Jiuding Shan, Sichuan, China, mid May (Per Alström; same individual as in Fig. 12, IOZ 20222 and AV19505) (c,h,k); Vietnam, 24 December 1929, holotype in BMNH (Per Alström) (n)
Alpine ThrushZ. mollissima sensu stricto. Eaglenest, eastern Himalayas, early February (Yann Muzika) (a); Eaglenest, late January (Vijay Cavale) (b); Kedarnath, Uttarakhand, India, mid June (Sachin Rai; same individual as in Fig. 9 and AV19225) (c); Niubei Shan, Sichuan, China, mid June (Chao Zhao; same individual as in Figs. 5,9, IOZ 20890 and AV19499) (d); Kangding, Sichuan, China, early April (Huaming Zhou) (e); Dali, Yunnan, China, early March (John and Jemi Holmes) (f); Eaglenest, early March (Adesh Shivkar) (g). Note that as no DNA data are available fore andf, one or both could theoretically represent the “Yunnan Thrush”, which is only known from Yunnan, and which is not known to differ in plumage from Alpine Thrush
Himalayan Forest ThrushZ. salimalii, sp. nov., Darjeeling District, West Bengal, India (Subrato Sanyal) (a); Baihualing, Yunnan, China, early February (Craig Brelsford; same individual as in Fig. 4, but other side of head; the tail has apparently been accidentally lost and is growing) (b); Darjeeling District, West Bengal, India (Subrato Sanyal; different individual from a) (c); Dulongjiang, Yunnan, mid June (Craig Brelsford; same individual) (d–f)
Sichuan Forest ThrushZ. griseiceps, Chengdu, Sichuan, China, mid April (Xianwei Yang, same individual as in Fig. 4, but other side of head) (a); Chengdu, Sichuan, China, late April (Yu Yang) (b); Emei Shan, Sichuan, China, April (John and Jemi Holmes) (c); Wolong, Sichuan, late June (Per Alström; same individual as AV19505) (d); Long-tailed ThrushZ. dixoni, Yunnan, China, early April (John and Jemi Holmes) (e); Baihualing, Yunnan, China, early February (Craig Brelsford) (f)
The Himalayan Forest Thrush clusters in the PCAs largely separate from other taxa on proportions (Fig. 2), with rather slight overlap with Alpine Thrush. There is less overlap between Himalayan Forest Thrush and Alpine Thrush when only males are included in the PCA (Fig. 2). On univariate statistics (Table 1), the Himalayan Forest Thrush differs significantly from Alpine Thrush on its larger bill (but not larger skull), longer rictal bristles, shorter wing, primary projection, tail and tarsus, among other characters. With respect to plumage (Table 1; Fig. 3), the Himalayan Forest Thrush clusters closest to (but still with near-total group separation on PC 1 from) Sichuan Forest Thrush. However, these two differ distinctly in proportions and in subtle plumage characters that do not contribute much to the PCA (Table 2). Himalayan Forest Thrush differs from the Alpine Thrush by its more rufous-toned upper surface; slightly different face pattern, with darker lower lores and subocular/moustachial area (either forming an isolated dark loral stripe or a continuous dark stripe from the lores to below the eye), usually less extensively pale auriculars (especially on upper part, so that the pale mottling is mainly confined to the lower rear corner), and usually no distinct dark patch on the rear ear-coverts; usually less distinct pale tips to the median and greater coverts and less contrastingly patterned primary coverts and primaries; darker base to the lower mandible (lower mandible usually appearing almost entirely dark); and pale pinkish or purplish-pink legs and toes with pale claws (Figs. 4,5,6,7,8).
The Sichuan Forest Thrush differs significantly from Himalayan Forest Thrush (Table 1) by its slightly larger bill (on actual measurements, but usually appears proportionately shorter), broader skull, longer wing, and much longer tail and tarsus (with essentially no overlap in the latter two characters). Sichuan Forest Thrush clusters well away from Himalayan Forest Thrush in all mensural PCAs (Table 2; Fig. 2a–c). It differs significantly from Alpine Thrush in its relatively bigger bill and larger head, shorter wing, longer and more graduated tail, and longer tarsus. It further differs from the Alpine Thrush and Himalayan Forest Thrush by its greyer forehead to nape, which contrast clearly with the warmer brown rest of the upperparts; at close range, the crown often shows marginally darker centres and paler fringes, producing a slightly scaly pattern. The face pattern is less contrasting than in both the others, with an indistinct dark loral stripe, rather pale subocular/moustachial area, and fairly uniformly pale-streaked auriculars without any dark patch at rear; and the wings are more uniformly patterned than especially Alpine Thrush, with less contrastingly pale primary coverts and primaries, with less-dark tips to the former, and usually with less distinct pale tips to the median and greater coverts. The lower mandible is almost wholly dark, and the legs pale pinkish, as in Himalayan Forest Thrush, but the claws vary from pale to dark (Figs. 4,5,6,7,8).
Measurements and plumage scores show that all examined type specimens exceptZ.m.griseiceps belong to the first group, Alpine Thrush, whereasZ. m. griseiceps refers to Sichuan Forest Thrush (see also “Appendix”). Five of the located type specimens (whiteheadi,simlaensis,rostrata,oreocincloides andhodgsonii) cluster on three external measurements within the morphospace ofmollissima on PCAs (Fig. 2), and not within that of the Himalayan Forest Thrush; there was however slight overlap withdixoni andgriseiceps in this analysis. The type specimen ofgriseiceps clusters with othergriseiceps on mensural PCAs (Fig. 2), though with slight overlap withmollissima. The type ofmollissima was not available for examination, and appears to have been lost (see “Appendix”), but on Blyth’s (1842) measurements it clusters withmollissima, albeit close to some Himalayan Forest Thrushes (Fig. 2).
With respect to plumage scores (Fig. 3), the types ofwhiteheadi,simlaensis,oreocincloides,hodgsonii, androstrata cluster unambiguously with the Alpine Thrush, not with the Himalayan Forest Thrush or Sichuan Forest Thrush; the missing type ofmollissima could not be plumage-scored. The type ofgriseiceps clusters unambiguously with the Sichuan Forest Thrush with respect to plumage.
The type specimen ofwhiteheadi (BMNH 1913.10.15.1) is from July and in heavily worn plumage, while the type ofsimlaensis (BMNH 1886.7.8.2317) is from November and in fresh plumage. Although they appear quite different from each other (whiteheadi being greyish-brown above and the base color below being white, with the rump being especially paler and more olive in somewhiteheadi specimens, whilesimlaensis is much ruddier above and buffier-washed below), these differences are easily explained as seasonal variation, although they are somewhat more marked than is usual. Both on mensural characters and plumage scores, as well as on visual inspection, we found no consistent difference in series betweenZ. m. whiteheadi,Z. m. simlaensis and other Alpine Thrush specimens.
Song
Audibly and in sonograms, the songs fall into four distinct groups representing Alpine Thrush, Himalayan Forest Thrush, Sichuan Forest Thrush andZ. dixoni, with the Alpine Thrush further subdivided into two groups. The song ofZ. dixoni (Fig. 10; Table 3) is most aberrant. It consists of a slow, irregular ramble of low-pitched, low frequency-band notes, of which some are short, whereas most are various deep-throated, guttural, rolling whistles of different lengths and complexity. The strophes are generally rather poorly defined, and the song may be delivered without distinct strophes.
Song of the Alpine Thrush (Figs. 9,10; Table 3) consists of short, hurried strophes of highly variable complex notes. The song sounds very unmusical, with a mainly rasping, grating, scratchy, cracked voice and a few squeaky, clearer notes admixed. The tempo is rather even, and the song begins and ends rather abruptly. Sonograms show that a large proportion of the notes are made up of dense series of “noisy” thin elements, and there are few drawn-out clear elements mixed in. The strophes are separated by pauses of varying length, usually several seconds. Each male has a large repertoire, with little or no repetition of entire strophes, although especially the beginnings of the strophes are often repeated in two or three successive strophes. There is no apparent geographical variation in our sample from Uttarakhand, northwest India to Sichuan, China. However, the three “Alpine Thrush type” individuals that we sound recorded in Yunnan Province, China have a slower pace and more deep-throated voice compared to Alpine Thrushes from elsewhere. On sonogram measurements, they differ from Himalayan and Sichuan birds in having on average more drawn-out strophes with lower pitch and narrower frequency band (Fig. 10; Table 3; see also PCA and DFA).
Sonograms of Alpine ThrushZ. mollissima sensu stricto, at Kedarnath, Uttarakhand, India, ca. 4000 m a.s.l., mid June 2009 (Shashank Dalvi; same individual as in Fig. 6c; AV19225); Sela, eastern Himalayas (two individuals), 4285 and 4200 m a.s.l., respectively, 8 and 10 June 2009 (AV19226, 19228) (Per Alström); and Niubei Shan, Sichuan, China, 3600 m, 13 June 2015 (Chao Zhao; probably same individual as in Figs. 5,6d, IOZ 20890; AV19499). Pauses between strophes have been artificially shortened (indicated bydots)
Sonograms of possible “Yunnan Thrush”, Meilixue Shan, Yunnan Province, China, 4600 m a.s.l., early June 2014 (two individuals, only observed in the field and their identification was therefore not confirmed by molecular markers) (AV19500, 19501); Long-tailed ThrushZ. dixoni, Jiuding Shan, Sichuan, China, 3500 m a.s.l., mid May 2013 (AV19502), and Manali, Himachal Pradesh, India, c. 3300 m a.s.l., late May 1999 (AV19243); and Himalayan Forest ThrushZ. salimalii sp. nov., at Dulongjiang, Yunnan Province, China, mid June 2014 (no. 1 same as in Fig. 5b, f, j, m; IOZ 19659; AV19235; 3500 m a.s.l.; and no. 2 same as in Fig. 5d, g; IOZ 19658; AV19240; 3350 m a.s.l.). Pauses between strophes have been artificially shortened (indicated bydots). All recordings by Per Alström
The song of the Himalayan Forest Thrush (Figs. 10,11; Table 3) sounds much more musical and “thrush-like” than that of Alpine Thrush. It is built up of a mix of rich, drawn-out clear notes and shorter, thinner ones, with hardly any harsh scratchy notes. The speed is slower, the variation in pitch among the notes is more pronounced than in Alpine Thrush, and the strophes often end with thinner notes than at the beginning, making the song seem to trail off at the end. No differences are apparent between birds from the Himalayas and Yunnan Province, China. Individual variation as described above for Alpine Thrush.
Sonograms of Himalayan Forest ThrushZ. salimalii sp. nov., at Jang, estern Himalayas, 3790 m a.s.l., 9 June 2009 (AV19230); Mandala, estern Himalayas, 3475 m a.s.l., 11 June 2009 (AV19231); Yotong La, central Bhutan, 3390 m a.s.l., late April 2003 (AV19506); Sandakphu, West Bengal, India, ca. 3600 m a.s.l., late May 1997 (AV19232). Pauses between strophes have been artificially shortened (indicated bydots). All recordings by Per Alström, except the one from Bhutan, made by Paul I. Holt
The song of the Sichuan Forest Thrush (Fig. 12; Table 3) is most similar to that of the Himalayan Forest Thrush, but the former has an even deeper, richer voice, with even more drawn-out, musical, fluty notes, slower overall speed, and on average more halting endings to the strophes. The strophes given by Sichuan Forest Thrush average longer, with narrower frequency band, lower mid-frequency and lower peak frequency than in the Himalayan Forest Thrush. Individual variation is as in the previous taxa.
Sonograms of Sichuan Forest ThrushZ. griseiceps, in Sichuan, China, at Emei Shan, mid May 1989 (AV19503); Jiuding Shan, mid May 2013 (AV19505); and Longcangguo, late May 2013 (AV19504). Pauses between strophes have been artificially shortened (indicated bydots). All recordings by Per Alström
In the PCA of song variables (Fig. 13), the Alpine Thrush, Himalayan Forest Thrush, Sichuan Forest Thrush andZ. dixoni formed separate clusters, with the Alpine Thrush subdivided into two clusters (Himalayan + Sichuan birds and Alpine Thrush/“Yunnan Thrush” from Yunnan, respectively). PC1 and PC2, which had eigenvalues >1, explained 82.5 % of the variance. PC1 was mainly determined by the duration of the strophes, top frequency and frequency range, whereas PC2 was mainly influenced by bottom frequency and peak frequency (Additional file5: Table S2).Zoothera dixoni was separated from the others by PC1, and from Alpine and Sichuan Forest Thrushes by PC2, whereas Alpine, Himalayan Forest and Sichuan Forest Thrushes were separated by PC2; the eight Alpine Thrushes from the Himalayas and Sichuan were separated from the three Alpine Thrush/“Yunnan Thrush” from Yunnan by PC1.
Scatter plot of principal component analysis of four song variables (duration, top frequency, bottom frequency, frequency bandwidth and peak frequency of strophes) of theZ. mollissima–Z. dixoni complex. The birds labelled ‘Alpine Thrush/“Yunnan Thrush”Z. mollissima (?) Yun’ were only observed in the field and their identification was therefore not confirmed by molecular markers
In the DFA of all taxa (Additional file5: Table S2), with the Alpine Thrush types from Yunnan included as a separate group (Alpine Thrush/“Yunnan Thrush”), frequency band width failed the tolerance test, and was therefore excluded from the analysis. Functions 1 and 2 explained 96.2 % of the variance, and Wilk’s Lambda for functions 1–4 was highly significant (0.014; Chi square16 209.633,P < 0.0001). The variables most important for discrimination were bottom frequency (both functions), strophe length, peak frequency (Function 1) and top frequency (Function 2) (Additional file5: Table S2). The DFA resulted in 94.5 % correct classification of the five groups; one Alpine Thrush from the Himalayan + Sichuan group and one Himalayan Forest Thrush were predicted to belong in the Alpine Thrush/“Yunnan Thrush” group; and one Sichuan Forest Thrush was predicted to belong withZ. dixoni. After cross validation, 90.9 % were correctly classified; in addition to the misclassified ones above, there was also one Himalayan Forest Thrush predicted to belong in the Himalayan + Sichuan Alpine Thrush group. All sound recordings of Himalayan Forest Thrush and Sichuan Forest Thrush were easily distinguishable from all Alpine Thrushes andZ. dixoni both by ear and on sonograms.
DNA
The cytb tree including all samples (Fig. 14) recovered five deeply diverged primary clades representing Alpine Thrush from the Himalayas and Sichuan (clade A); birds collected in Yunnan in the non-breeding season with morphology similar to birds in the first clade (“Yunnan Thrush”, clade B); Himalayan Forest Thrush (clade C); Sichuan Forest Thrush (clade D); andZ. dixoni (clade E). The two former were sisters (clade AB) as were the two otherZ. mollissimas.l. taxa (clade CD), whileZ. dixoni was sister toZ. aurea + Z. andromedae (clade F). All these primary clades were strongly supported (PP 1.00), though the relationships among clades AB, CD, E and F were unsupported. The holotypes ofrostrata andZ. m. simlaensis, and the twoZ. m. whiteheadi from the type series were in the Alpine Thrush clade (A), and the holotype ofZ. m. griseiceps was in the Sichuan Forest Thrush clade (D).
Relationships within theZ. mollissima–Z. dixoni complex, withZ. aurea andZ. andromedae used as outgroups, based on BEAST analysis of the mitochondrial cytochromeb under a strict molecular clock with rate 2.1 %/my.Inset *BEAST analysis of the subset of the samples with the most complete sequence data (cytb, ND2, myo, ODC), with divergence rate of cytb as in the other tree and rates of other loci estimated. Posterior probabilities (PP) are indicated at the main nodes;asterisk indicates PP 1.00. Holotypes or, forZ. mollissima whiteheadi, specimens from type series inbold. Locality names of samples collected during breeding season on confirmed or probable breeding sites initalics.1Sample originally misidentified asZ. dixoni (Klicka et al.2005)
The *BEAST phylogeny inferred the same topology as the BEAST cytb tree, with poor support for the deepest nodes (Fig. 14). The MrBayes cytb tree, ND2 tree, concatenated cytb + ND2 tree and tree based on all four concatenated loci inferred clades A–CD with PP 1.00; the sister relationship between clades AB and CD found in the BEAST cytb tree as well as a sister relationship between these andZ. dixoni received strong support in the cytb + ND2 tree (PP 0.97) and in the four-locus tree (PP 1.00; Additional file6: Figure S1). The myo and ODC trees as well as the concatenated myo + ODC tree supported the Alpine, Himalayan Forest and Sichuan Forest Thrush clades, but although the “Yunnan Thrush” formed a clade in these three trees, it was nested within the Himalayan + Sichuan Alpine Thrush clade; the sister relationship between Z. dixoni and the Z. mollissima complex was strongly supported in the myo + ODC tree (PP 1.00; Additional file7: Figure S2).
The cytb chronogram (Fig. 14) estimated the age of clade AB to 4.6 (95 % HPD 3.4–5.9) million years ago (mya) and clade CD to 4.9 (95 % HPD 3.7–6.2) mya. The *BEAST ages for the same clades were 3.7 (95 % HPD 2.3–5.1) mya and 4.5 (95 % HPD 3.4–5.6) mya, respectively (Fig. 14).
Mean pairwise uncorrected cytb distances among the four main clades ofZ. mollissima s.l. were 6.7–9.6 %, whereas the same distances betweenZ. dixoni and any of the taxa in theZ. mollissima complex were 7.3–9.4 % (Table 4). Intrataxon divergence was 0.0–1.0 % (Table 4); the highest value was between two individuals of Himalayan Forest Thrush. In comparison, the divergence betweenZ. aurea andZ. andromedae was 6.9 %.
Habitat and behaviour
In the Himalayas, we found the Alpine Thrush to breed above the tree limit (≥4200 m a.s.l. at Sela pass and ≥4000 m a.s.l. in Kedarnath, Uttarakhand, India), on stony ground covered with mosses and lichens, short grass, various low herbs and scattered dwarf rhododendrons, and rocks and boulders of varying size (Fig. 15a). The taxonZ. m. whiteheadi was described to breed in northwest Pakistan on “rocky, treeless slopes at great altitude” [14,000 ft (4270 m)], with a nest found “in cleft in cliff” according to labels in the BMNH. Specimens of Alpine Thrush from the breeding season (June–August) with elevation label data were collected at 3353–4420 m a.s.l. (mean 3879 m ± SD 372 m;n = 8). In the non-breeding season, the Alpine Thrush appears to favour feeding in fairly open areas, such as pastures bordering forest and forest glades. Specimens of Alpine Thrush from the non-breeding season (September–April) with elevation label data were collected at 300–3505 m a.s.l. (mean 2107 m ± SD 728 m;n = 20).
Habitats of the taxa in theZ. mollissima complex.a Alpine ThrushZ. mollissima sensu stricto, Sela, eastern Himalayas, 4200 m a.s.l., early June 2009;b Alpine Thrush, Niubei Shan, Sichuan Province, China, 3700 m a.s.l., mid-June 2015;c Alpine Thrush/“Yunnan Thrush”, Meilixue Shan, Yunnan Province, China, 4600 m a.s.l., early June 2014;d Alpine Thrush/“Yunnan Thrush” (on mostly bare rocks in distance) and Himalayan Forest ThrushZ. salimalii sp. nov. (in bamboo and scrub), Dulongjiang, Yunnan Province, China, 3500 m, mid-June 2014;e Himalayan Forest Thrush, Sela pass, eastern Himalayas, 3800 m a.s.l., early June 2009;f Sichuan Forest ThrushZ. griseiceps, Jiuding Shan, Sichuan Province, China, 2700 m a.s.l., mid-May 2013;g Sichuan Forest Thrush, Wolong, Sichuan Province, China, 2975 m a.s.l., late June 2015. All photos by Per Alström
In Sichuan Province, China we confirmed the Alpine Thrush to breed on Niubei Shan at 3480 to ca. 3700 m a.s.l., just above the tree limit, on steep cliff faces with scrub and adjacent alpine meadows (Fig. 15b). One individual that was probably of this taxon (song heard briefly) was observed on Gongga Shan, Sichuan by P.A. in June 2012 at 4200 m a.s.l. in similar habitat as in the eastern Himalayas. Three singing males of Alpine/“Yunnan” Thrush were heard by P.A. and C.Z. in alpine habitat at 4600 m a.s.l. on Meilixue Shan, Yunnan Province, China on 5 June 2014 (Fig. 15c), and a pair with fledged young were observed just above the tree limit at 3500 m at Dulongjiang, Yunnan on 13–14 June 2014 by P.A., C.Z. and Jian Zhao (Fig. 15d; see “Song” section).
We have observed the Himalayan Forest Thrush in the eastern Himalayas in old coniferous forest with some rhododendrons and other broadleaved trees and lush undergrowth of scrub and herbs at 3430–3800 m a.s.l., exceptionally up to the tree line at 4200 m a.s.l. (Fig. 15e). We have also observed the Himalayan Forest Thrush in West Bengal, India at approximately 3200–3650 m a.s.l. In addition, we have obtained one recording (by Paul I. Holt) from central Bhutan at 3390 m a.s.l. At Dulongjiang, Yunnan Province, China, we found Himalayan Forest Thrush to be numerous in a very different habitat: on steep slopes with bamboo and rhododendron scrub and rocky outcrops and a few scattered conifers, at or just above the upper tree limit, at 3350–3500 m a.s.l. (Fig. 15d). Surprisingly, we did not observe any birds in the seemingly suitable forest immediately below despite active searching. On Cang Shan, Dali, Yunnan Province, China, C.Z. observed two singing males (and sound recorded one) on 21 May 2013 in fir (Abies delavayi) forest with some rhododendron mixed in at ca. 3850 m a.s.l. In the non-breeding season, the Himalayan Forest Thrush appears to favour dense broadleaved forest; only five specimens of this taxon have elevational label data, ranging from 1439 to 3200 m a.s.l. in the non-breeding season (September–April).
The habitat choice of the Sichuan Forest Thrush is somewhat variable. On Jiuding Shan and in Wolong, we have found it in dense secondary broadleaved forest with scattered conifers, and dense undergrowth of scrub (e.g.Ilex), rhododendron and bamboo, though in both Wolong and on Emei Shan it seems to favour forest with predominantly conifers, with some mixed-in broadleaved trees, and dense undergrowth of scrub and bamboo (Fig. 15g). At Jiuding Shan, we found it at 2630–3000 m a.s.l. (Fig. 15f); at Longcangguo at 2130 m; in Wolong (including observations by Paul I. Holt and James Eaton, in litt.) at 2570–3120 m a.s.l.; and on Emei Shan (including one observation by Paul I. Holt, in litt.) at ca. 2500–3300 m a.s.l. The recordings that we have obtained from Wawu Shan are from ca. 2750 m a.s.l. (Lei Zhu, in litt.). The non-breeding habitat appears to be similar to that of the Himalayan Thrush. Only two non-breeding season (November) specimens ofgriseiceps have elevational label data, of 1067 and 1370 m a.s.l. respectively.
Zoothera dixoni breeds both inside coniferous and mixed forest and in rhododendron,Ilex and other scrub just above the upper tree limit. In Sichuan, we have observed it at ca. 3000–3800 m a.s.l., in the eastern Himalayas at ca. 4025 m a.s.l. and in Himachal Pradesh at ca. 3200–3300 m a.s.l.
The Alpine Thrush is rather easily observed, as it occurs in open habitats, at least on the breeding grounds, and is often very confiding. It usually sings from an exposed perch, such as a boulder. In contrast, the Himalayan Forest and especially Sichuan Forest Thrushes are both exceptionally secretive and shun open areas, and consequently are extremely hard to observe. Even when singing, they often stay well concealed inside the foliage of trees. However, at Dulongjiang, Yunnan Province, China, Himalayan Forest Thrush was fairly easily observed, as it often perched on top of a small conifer, a bamboo culm or rocky outcrop when singing.Z. dixoni is also secretive, but can often be observed feeding in semi-open areas inside forest or along trails and roads.
Geographical distributions
All of the verified observations that we have evaluated are plotted on the map in Fig. 1. Based on morphological and genetic evidence, the Alpine Thrush breeds in the Himalayas from northern Pakistan through the eastern Himalayas, and in Sichuan Province, China. This is further supported by sound recordings from Uttarakhand, northwest India through the eastern Himalayas, and from Sichuan. It is unknown whether the apparent distributional gap between the eastern Himalayas and Sichuan is real or just represents a gap in our knowledge. Field observations show that Alpine type birds, possibly representing “Yunnan Thrush”, breed in northwest Yunnan Province, China. As the only known specimens of “Yunnan Thrush” are from western Yunnan in the non-breeding season, we have no further indications of its breeding area. In the Himalayas, the Alpine Thrush descends to lower elevation in the non-breeding season. Alpine Thrushes breeding in Sichuan probably winter further south; there is one specimen, confirmed by DNA, from Lijiang, Yunnan on 22 October (KIZ YL07456). Alpine Thrushes (pehaps including “Yunnan Thrushes”) are regularly observed on spring and autumn migration in Sichuan, e.g. several small loose flocks of usually 2–3 birds, altogether c. 40 individuals, along a c. 10 km stretch of road between Moxi and Kangding (from 29°47.919′N, 102°3.710′E to 29°51.693′N, 102°2.101′E) on 19–20 April 2012 (Sid Francis, in litt.; identification confirmed by photos by Augusto Faustino of some of these).
Based on morphological, vocal and genetic data, Himalayan Forest Thrush breeds from Sikkim and Darjeeling, India, to northwest Yunnan. In addition, we have examined a single specimen (IOZ 35463) from south Sichuan, China, collected during the breeding season (10 May 1960), and a 7 May 1972 bird (KIZ 72183) from Luchun County, SE Yunnan; these birds may have been migrants or on their breeding grounds. We do not know whether the distribution is continuous or patchy. It descends to lower elevation in winter, and there are non-breeding period records from as far south as Meghalaya and Manipur (although the precise localities within the latter state were not located), India and northern Vietnam.
The breeding range of Sichuan Forest Thrush appears to be restricted to central Sichuan (Fig. 1). This is based on morphology, song and DNA from a single individual from Jiuding Shan (Figs. 5,12) as well as multiple field observations from other localities. There are two specimens from Emei Shan (USNM 317393, 317394), within the breeding range, but they were collected on 8 and 19 November, respectively; all other specimens were collected in north Vietnam in the non-breeding season.
Zoothera dixoni breeds sympatrically with all threeZ. mollissima s.l. taxa, as well as with Alpine Thrush/“Yunnan Thrush” in Yunnan. The Alpine and Himalayan Forest Thrushes are probably sympatric throughout the latter’s breeding range in the Himalayas, although proof of this exists only for the eastern Himalayas, where they are locally syntopic (though segregated by altitude and habitat). Alpine Thrush/“Yunnan Thrush” was found breeding in sympatry with Himalayan Forest Thrush at Dulongjiang, Yunnan, and they were occasionally seen within a few meters from each other (but in different habitats; see above and Fig. 15). Sichuan Forest Thrush is not known to be syntopic with any of the others, but it seems very likely that it occurs on some of the same mountains as Alpine Thrush. Although no Alpine Thrushes have been found breeding in Wolong, where Sichuan Forest Thrush breeds, there are extensive areas of seemingly excellent Alpine Thrush habitat there, and we have seen photos of Alpine Thrushes on migration through Wolong, so it seems very possible that both species breed there. Also at Jiuding Shan, where Sichuan Forest Thrush is fairly common, there is plenty of seemingly excellent but essentially unsurveyed breeding habitat for Alpine Thrush.
Discussion
Taxonomy
The morphological (both plumage and measurements), vocal, mitochondrial, nuclear and ecological data congruently separate theZ. mollissima–Z. dixoni complex into four groups, corresponding toZ. dixoni and the threeZ. mollissimas.l. taxa here referred to as Alpine Thrush, Himalayan Forest Thrush and Sichuan Forest Thrush. Mitochondrial DNA, weakly supported by the two nuclear markers, also identify a putative taxon, “Yunnan Thrush”, so far only known from three old museum specimens collected in the non-breeding season in Yunnan. The divergences among these lineages date back several million years, and predate the split betweenZ. aurea andZ. andromedae. The cytb divergence betweenZ. dixoni and any of theZ. mollissima s.l. taxa is close to the divergences among theZ. mollissima s.l. taxa. Moreover, at least two, perhaps even three, of the taxa are locally sympatric, though ecologically separated.
Zoothera dixoni is the most distinctive taxon, differing from the others in plumage, structure and song, and is genetically distinct from the others. Moreover, it is sympatric with the Alpine, Himalayan Forest and Sichuan Forest Thrushes, although it is perhaps completely segregated from the first-mentioned by habitat/elevation. The Alpine Thrush differs from the Himalayan Forest and Sichuan Forest Thrushes by plumage, morphometrics and song, and has been separated from the two others for at least 5 my (minimum value of 95 % HPD for cytb and *BEAST analysis). Moreover, the Alpine and Himalayan Forest Thrushes are sympatric in the eastern Himalayas, where they breed in different habitats at different altitudes. There is no evidence of any overlap between them in breeding habitat and, for example, in June 2009 at Sela pass, P.A. and S.D. once heard an Alpine Thrush and a Himalayan Forest Thrush singing at the same time, the former in the alpine habitat above the tree limit and the latter in the forest below. Although there is no proof yet of sympatry between Alpine and Sichuan Forest Thrushes, it seems likely that they are locally sympatric, but occurring in different habitats at different elevations.
Alpine Thrushes from Sichuan are larger than Himalayan ones. The three specimens of the putative taxon “Yunnan Thrush” that were identified genetically are deeply diverged from their sister taxon Alpine Thrush from the Himalayas + Sichuan, although they are morphologically indistinguishable from Alpine Thrushes from Sichuan. The chance that the “Yunnan Thrush” sequences are nuclear paralogs (“numts”) is minimal, as they were amplified in short (ca. 100–200 bp), partly overlapping fragments; no stop codons or indels were found; the cytb and ND2 trees were congruent; these two genes were similarly divergent; and the nuclear sequences were also divergent, although the “Yunnan Thrush” clade was nested within the Himalayan + Sichuan Alpine clade. We hypothesize that our recordings of song of Alpine type birds from Yunnan, which differ from songs of Alpine Thrushes from the Himalayas and Sichuan, represent “Yunnan Thrush”, although future studies are required to confirm or refute this, and also to confirm whether the vocal differences are consistent, as our sample sizes from Yunnan and Sichuan are small.
The Himalayan Forest Thrush and Sichuan Forest Thrush differ subtly, but noticeably, in plumage, and strongly in morphometrics. Although their songs are fairly similar, they are audibly different, and all of the individuals in our sample were completely separated in the vocal PCA and DFA. They are sisters, although they were estimated to have diverged at least 3.4 mya (minimum value of 95 % HPD for cytb and *BEAST analysis), and the cytb distance between them is substantial (7.5 %—higher than betweenZ. aurea vs.Z. andromedae, 6.9 %). Moreover, although both taxa inhabit forests, their habitat preferences differ, at least on average. On present knowledge, they are allopatric, although their ranges come into fairly close contact.
The above results suggest thatZ. mollissimas.l. should be considered at least three distinct species, andZ. dixoni should continue to be recognized at the species level. We have been unable to trace the holotype ofTurdus mollissimus Blyth,1842 (=Z. m. mollissima) from Nepal, although based on the description and measurements given in the original description we are convinced that this refers to the Alpine Thrush, which should therefore be referred to asZ. mollissima sensu stricto (s.s.) (see “Appendix”). AlsoOreocincla whiteheadi Baker, 1913 (=Z. m. whiteheadi),Oreocincla mollissima simlaensis Baker, 1924 (=Z. m.simlaensis) andOreocinclarostrata Hodgson,1845 are Alpine Thrush according to our morphological and genetic analyses of type material of these (see “Appendix”). The same applies toTurdus hodgsonii von Homeyer,1849 andTurdus oreocincloides Hodgson in Gray, 1844 based on morphological data (see “Appendix”). Thus, all these names refer toZ. mollissima s.s.
We have not found any name that applies to the “Yunnan Thrush”, but as this putative taxon is presently just identified by DNA sequences from three old museum specimens, we refrain from naming it until its distinctness can be verified by independent data. In contrast, morphology and DNA from type material ofOreocincla griseiceps Delacour,1930 (=Z. m. griseiceps) match Sichuan Forest Thrush, which should therefore be calledZ. griseiceps.
We do not consider the weakly marked subspecieswhiteheadi (of whichsimlaensis is a synonym) worthy of recognition, because (as with a great many other Himalayan taxa) the color differences are weak, variable, and clinal, and no other differences have been detected.
As we have not been able to find any name that unambiguously applies to the Himalayan Forest Thrush, we describe this as a new species:
Zoothera salimalii, sp. nov.
Holotype. UMMZ 181969, adult male, Mawphlang, Khasi Hills, Meghalaya, India, collected on 21 January 1954 by Rupchand. Measurements of holotype: culmen (mm) from skull base 30; culmen from distalmost feathers 22; wing (flattened) 140 (same measurement for unflattened wing); tail 97; tarsus 34.2. Specimen is in fairly fresh plumage, but is missing numerous feathers from the left side of the face. GenBank numbers: KU195755 (cytb), KU195781 (myo) and KU195814 (ODC).
Diagnosis of species
Zoothera salimalii is similar toZ. mollissima (s.s.),Z. griseiceps, and to a lesser extentZ. dixoni, but is diagnosably distinct from each on multiple characters. Compared toZ. mollissima,Z. salimalii has a noticeably longer and deeper bill, with more arched culmen and longer hook, and the lower edge of the lower mandible is more arched (vs. straight); bill usually completely or almost completely dark including base of lower mandible, whereas the base of the lower mandible is usually pale pinkish or yellowish inZ. mollissima (though may appear mainly dark also inZ. mollissima). Rictal bristles ofZ. salimalii are typically longer, thicker, and blacker, and therefore more prominent, than inZ. mollissima.Z. salimalii has shorter wings, shorter primary projection, shorter tail, and shorter tarsi, with a larger bill and a relatively (not absolutely) longer hindclaw than doesZ.mollissima.Z. salimalii typically has denser, fluffier more extensive narial feathering compared toZ.mollissima.
Most individuals ofZ. salimalii have a thin whitish supraloral stripe over thick blackish lores, and a very dark subocular/moustachial area, more or less connected to the dark lores, compared to more diffuse pale supraloral and weak “salt-and-pepper” lores and subocular/moustachial area ofZ. mollissima. Also,Z. salimalii usually shows less extensively pale-mottled ear-coverts than inZ. mollissima, especially on the upper part, and lacks or has only a very ill-defined dark spot on the rear ear-coverts, whileZ. mollissima usually shows a distinct dark rear ear-covert patch.Z. salimalii is usually ruddier in color above thanZ. mollissima.Z. salimalii usually has indistinct, narrow dull buffy tips to secondary coverts (not white or pale buff, often fairly distinct, tips as inZ. mollissima).Z. salimalii has weak, dull rufescent primary edgings, darker than inZ. mollissima, in which these are pale dull buffy.Z. salimalii has clearcut small white tail wedges at the tips of the two outermost pairs of rectrices, not diffuse patches on the outermost pair of rectrices nor (usually) white edges at the tip of the second outermost pair of rectrices like those typical ofZ. mollissima. The central rectrices (R1) ofZ. salimalii are darker and thus contrast (usually) much less with the blackish rectrices R3–R5 than inZ. mollissima, noticeably only from above when tail is spread.Z. salimalii, unless in very worn plumage, has an overall strong buffy suffusion on underparts, not just the breast as in mostZ. mollissima; the buffy suffusion usually includes central underparts inZ. salimalii, which is never the case inZ. mollissima.Z. salimalii has a narrow, almost unmarked golden-buff throat (whiter when worn) bordered by strong black malar, while inZ. mollissima the throat is usually whiter and generally more heavily marked (often much more so) and less strongly bordered by more diffuse malar stripes.Z. salimalii has the claws paler than the toes, lacking dusky areas, while inZ. mollissima the claws are at least partly darker than or similar in color to the toes. The legs ofZ. salimalii are pinkish, while those ofZ. mollissima are usually brighter and more yellow- or orange-tinged.
Compared toZ. griseiceps, which appears proportionately smaller-billed thanZ. salimalii owing to its larger head and overall size,Z. salimalii appears dumpy due to its shorter tail and legs than inZ. griseiceps. The crown ofZ. salimalii is more rufous and plainer, not distinctly darker and greyer than mantle or with fairly prominent scalloping as in manyZ. griseiceps. The nape ofZ. salimalii is only slightly paler than crown, not distinctly paler as in someZ. griseiceps. The auriculars ofZ. salimalii are blotchier, with distinct dark and light areas, while inZ. griseiceps the auriculars are more finely and uniformly streaked whitish, and the lores and subocular/moustachial areas ofsalimalii are darker and more contrasting than those ofgriseiceps (which has the least contrastingly patterned face of all taxa in the complex).
Compared toZ. dixoni,Z. salimalii has a much larger, heavier bill, and much shorter tail and tarsi.Z. salimalii also has much more uniform auriculars, wing coverts, primary coverts, and primary edgings, with a more heavily marked, less extensively white belly and undertail coverts, and more crescentic, less thick dark markings with less straight “upper” edges on the flanks thanZ dixoni. The underside of the tail has more contrasting and smaller white patches inZ. salimalii than inZ. dixoni.
The bill ofZ. salimalii is strikingly similar in form to that of Dark-sided ThrushZoothera marginata, though not as long, and not as broad near the tip. InZ. salimalii, the bill typically appears to be slightly downcurved at the tip, unlike all the other taxa in theZ. mollissima complex.
Zoothera salimalii is identifiable by both cytb (GenBank KU195748–KU195759), ND2 (GenBank KU195790), myo (GenBank KU195777–195783) and ODC (GenBank KU195810–KU195814).
Description of holotype
Color designations are from Munsell Color (2000) and Smithe (1975). Bill large, long, heavy, with strong subterminal notch on culmen and long curved hook distal to notch; proximal culmen ridge arched; bill blackish-brown, vaguely paler near notch, cutting edge, and base of lower mandible from below, with proximal cutting edges narrowly and contrastingly yellowish. Rictal bristles thick, profuse, and black for their entire exposed lengths. Upperparts from forehead to rump uniform dark russet-brown (5YR 4/2), slightly paler and more olive (7.5YR 4/3) on hindneck and rump. Uppertail coverts darker (7.5YR 3/3), narrowly edged paler olive-brown (7.5YR 4/3).
Supraloral pale fulvous, slightly mottled but distinctly paler and brighter than feathering above it, and bordered below by nearly solid black loral stripe. Eye-ring fairly narrow (mainly one row of tiny feathers), buff-tinged, and many of eye-ring feathers have tiny dark basal, central, and/or tip inclusions that make the eye-ring not especially well-marked. Auriculars (intact on right side but with many feathers missing on left side, hence this description of auriculars, moustachial, and malar regions refers solely to right side) mostly dark and not very contrasting, but with pale buff shaft streaks on most feathers (not uppermost ones), coalescing to a paler buff area at lower rear auriculars, and a blacker area at lower anterior edge, merging with heavy blackish moustachial line. Narrow pale buff submoustachial with fine blackish-brown feather edgings, and broad blackish malar stripe composed of blackish triangular marks on feathers coalescing into a stripe. Chin buffy-white, rest of throat pale buff (Cream Color, Color 54), with tiny and faint (mid-throat) to rather small but well-marked (lower throat) dark feather edgings in the form of short bars, becoming more triangular on a few feathers of the lower throat sides.
Breast strongly buffy (10YR 8/4), the buffy tinge carrying over onto flanks, where it is weaker, and with a slight buffy tinge over the remainder of underparts except undertail coverts. Breast has heavy blackish-brown scaly markings (terminal bars) about 2–3 mm at widest point, on upper breast markings mostly with a straight upper border and curved lower border (feather tip). Towards lower breast, these become slightly more v-shaped. On the flanks, dark marks become slightly more rounded, with dark tip even-width for most of its length and pale area impinging farther distally on feather centers, especially along shaft. Central belly buffy-white with tiny to fairly small, sparsely and irregularly spaced dark feather tips. Undertail coverts appear mainly whitish, with dark feather edges showing through on most and on longest undertail coverts with dark brown feather edgings covering about 1/3 of webs and ending about 7 mm from feather tip.
Wing concolorous with mantle; secondary coverts and tertials with barely discernible if any paler fringes; primary tips duller, duskier, darker brown than tertials. Primary coverts slightly paler and brighter than secondary coverts (7.5YR 5/4), broadly tipped blackish brown. Primary edgings broadly paler rufous-brown (7.5YR 6/4), rest of each of primaries much darker brown. Well-marked, broad, pale buff underwing stripe through remiges.
Upper surface of central rectrices slightly darker brown than uppertail coverts (7.5YR 3/2), and upper surface of other rectrices even darker (7.5YR 3/1). Rectrices (R) 3–6 (numbered from central pair) have sharply demarcated white tips, that of R3 tiny and restricted to distal 2 mm of rectrix centered around protruding shaft tip, white tip of R4 slightly larger (3 mm long at shaft tip, and coalescing with very narrow white edge on entire distal tip of feather); white tip of R5 larger (7 mm long × 8 mm wide, and almost evenly centered over inner distal outer web and outer distal inner web), and that of R6 much larger (29 mm long along shaft and 13 mm wide, white much narrower near internal feather edge but a very narrow white edge on feather edge more than half-way to the feather insertion point; white tip of R6 almost entirely restricted to inner web. Underside of rectrices very dark brown except for sharply defined white tips. Six pairs of rectrices.
Soft part colors not recorded. Legs of dried specimen dark fleshy, claws distinctly paler than toes and lacking dark tips.
Plumage variation
The type differs slightly from most other specimens ofZ. salimalii in having a less well-demarcated, darker supraloral area. In most specimens ofZ. salimalii, this is a narrow, clear whitish stripe over the broad blackish loral stripe. The type also differs from several other specimens ofZ. salimalii in its near-complete lack of buff edges to the secondary coverts. Bill size is notably variable in this species, with many specimens showing the obviously large, arched bill, while a few others appear intermediate in bill size and shape withZ.mollissima s.s.
Etymology
We name this new species for Dr Sálim Ali, in honor of his huge contributions to the development of Indian ornithology and conservation.
Nomenclatural acts
This work represents a marginally modified version of an earlier published work that was registered in ZooBank with the LSID urn:lsid:zoobank.org:pub:4395ADCD-469B-4D2D-8DFE-27A2EA5DA489, which was available on 20 January 2016.
Status and conservation of all taxa
As the Alpine Thrush is widely distributed and its habitat is not under threat, it should be considered as being of least concern.Z. salimalii is locally common in the eastern Himalayas, and locally abundant at Dulongjiang, Yunnan Province, China. Because it is widely distributed and its habitat is not under any imminent threat (other than forest areas in general), it should be considered as being of least concern.Zoothera griseiceps is only known to breed in a rather small area in Sichuan Province, China. However, as it is locally fairly common, and occurs in several protected areas, it is probably not under any imminent threat, at least not on its breeding grounds.
Conclusion
Based on analyses of plumage, morphometrics, mitochondrial and nuclear DNA, song, breeding habitat and geographical distributions, we conclude thatZ. mollissima s.l. should be split into at least three species, one of which is described here as a new species: Alpine ThrushZ. mollissima s.s., Himalayan ThrushZ. salimalii (sp. nov.) and Sichuan Forest ThrushZ. griseiceps, all monotypic. In addition, a distinct lineage, “Yunnan Thrush”, was identified genetically, but as we have no corroborating evidence that it is distinct from Alpine Thrush, we refrain from describing it here.Z. dixoni should be retained as a distinct species. See Table 5.
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Authors’ contributions
The original planning was done by PA, PCR, and UO. In addition, PA collected DNA samples, sound recordings, morphometrics and other data in the field, and carried out the vocal and phylogenetic analyses; PCR collected and analysed the morphological data; CZ and SD collected field data (in China and the Himalayas, respectively); JX measured and statistically analyzed vocal variables; TC and YG sequenced the fresh samples from China; MK collected DNA samples and measured the specimens in ZMMU; UO sequenced all samples except the fresh Chinese samples; PA and PCR wrote the text. All authors read and approved the final manuscript.
Acknowledgements
We gratefully acknowledge the staff of the following museums for allowing access to the collections and in many cases loan of specimens under their care and/or collected by them: Paul Sweet, AMNH; Robert Prŷs-Jones and Mark P. Adams, NHMUK; Moe Flannery, CALAS; John Bates, David Willard, and Ben Marks, FMNH; He Peng, IOZ; Yang Xiaojun and Liu Luming, KIZ; Jeremiah Trimble, MCZ; Jérôme Fuchs and Patrick Bousses, MNHN; Laura Abraczinskas, MSUM; Helen James and Gary Graves, NMNH; Steven van der Mije, NNM; Claudia Kamcke and Bettina Borges-Naumer, SNMB; Diarmaid Ó Foighil and Janet Hinshaw, UMMZ; and Sylke Frahnert and Jurgen Fiebig, ZMB. In addition, DNA samples, including toepad samples, were provided by Joel Cracraft, Thomas Trombone and Paul Sweet, AMNH; Robert Prŷs-Jones and Mark P. Adams, NHMUK; Chen Jun and He Peng, IOZ; Yang Xiaojun, KIZ; Jérôme Fuchs, MNHN; and Diarmaid Ó Foighil and Janet Hinshaw, UMMZ. We are most grateful to Craig Brelsford, Liang Chen, James Eaton, Sid Francis, Paul Holt, Xiaonong Yang and Lei Zhou for providing sound recordings; and to Björn Anderson, Steve Bale, Garima Bhatia, Craig Brelsford, Vijay Cavale, George Chapman, Li Cheng, Ranjan Kumar Das, Augusto Faustino, John and Jemi Holmes, Yann Muzika, Sachin Rai, Pranjal Saikia, Takema Saitoh, Subrato Sanyal, Adesh Shivkar, Nitin Srinivasmurthy, Rajneesh Suvarna, Ulrich Weber and Huaming Zhou for providing photos. We gratefully acknowledge Robert Prŷs-Jones for providing considerable information on types; Edward C. Dickinson for providing extensive background information on collections and specifically on some of the types involved; Effie Warr for information on types history; Richard Schodde for providing further advice on typification and nomenclature; Tom Versluijs for providing help on statistical analysis; Peng Li, Jian Zhao and Min Zhao for field assistance; Sid Francis and Roland Zeidler for various information; René Pop for editing some photos for figures; Yang Liu for various assistance, including collecting of photos and locality information and for help with data collection at KIZ; Gobinathan Maheswaran, Zoological Survey of India and Pramod Nair, Salim Ali Centre for Ornithology and Natural History for providing information on specimens; and Wu Fei of KIZ for translating and providing information on localities of specimens. We gratefully acknowledge partial financial support from the Ministry of Science and Technology of China (Grant No. 2014FY210200, to. T.C. and Y.G.), the Russian Science Foundation (Project No. 14-50-00029, to M.K.), the Delia Koo Global Faculty Endowment of the Asian Studies Center, Michigan State University (to P.C.R.), The Sound Approach and Jornvall Foundation (both to P.A. and U.O.), the Chinese Academy of Sciences Visiting Professorship for Senior International Scientists (No. 2011T2S04, to P.A.) and Swarovski Optik Greater China (to P.A.).
Competing interests
The authors declare that they have no competing interests.
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Authors and Affiliations
Department of Animal Ecology, Evolutionary Biology Centre, Uppsala University, Norbyvägen 18D, 752 36, Uppsala, Sweden
Per Alström
Key Laboratory of Zoological Systematics and Evolution, Institute of Zoology, Chinese Academy of Sciences, Beijing, 100101, China
Per Alström, Tianlong Cai, Yuyan Guan, Ruiying Zhang & Fumin Lei
Swedish Species Information Centre, Swedish University of Agricultural Sciences, Box 7007, 750 07, Uppsala, Sweden
Per Alström
Department of Integrative Biology and MSU Museum, Michigan State University, East Lansing, MI, 48864, USA
Pamela C. Rasmussen
Bird Group, The Natural History Museum at Tring, Akeman Street, Tring, HP23 6AP, UK
Pamela C. Rasmussen
Cloud Mountain Conservation, Dali, 671003, China
Chao Zhao
Department of Evolutionary Biology, Evolutionary Biology Centre, Uppsala University, Norbyvägen 18D, 752 36, Uppsala, Sweden
Jingzi Xu
Researchers for Wildlife Conservation, F-21, National Centre for Biological Sciences, GKVK, Bellary Road, Bengaluru, Karnataka, 560065, India
Shashank Dalvi
College of Life Sciences, University of Chinese Academy of Sciences, Beijing, 100049, China
Tianlong Cai & Yuyan Guan
Zoological Museum of Lomonosov Moscow State University, Bolshaya Nikitskaya Str., 2, Moscow, 125009, Russia
Mikhail V. Kalyakin
Systematics and Biodiversity, Department of Biology and Environmental Sciences, University of Gothenburg, Box 463, 405 30, Göteborg, Sweden
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Additional files
40657_2016_37_MOESM6_ESM.pdf
Additional file 6: Figure S1. MrBayes analyses of cytochromeb, ND2, concatenated cytochromeb + ND2 and all loci concatenated.
Appendix: The identity of Turdus mollissimus Blyth, 1842, Oreocincla rostrata Hodgson, 1845, Turdus hodgsonii von Homeyer, 1849 and Turdus oreocincloides Hodgson in Gray, 1844
Appendix: The identity ofTurdus mollissimus Blyth,1842,Oreocinclarostrata Hodgson,1845,Turdus hodgsonii von Homeyer,1849 andTurdus oreocincloides Hodgson in Gray, 1844
The identity ofTurdus mollissimus Blyth,1842
The history of the type specimen of the oldest available name,T. mollissimus Blyth,1842 has been obscured by misinformation. The specimen described by Blyth has been assumed to have been part of a collection from Darjeeling made by J. T. Pearson (Curator of the Asiatic Society’s collection some years before Blyth (Sclater1892; Seebohm et al.1898); and if so should have been among those given to the Hon. East India Company’s (HEIC) collection in 1842 (Edward Dickinsonin litt. 9 July 2011). There were indeed two specimens of this taxon in the HEIC (Horsfield and Moore1854), but neither was therein indicated as a type. The HEIC collection was dispersed among British collections (Edward Dickinsonin litt. 9 July 2011) and Blyth’s type has never surfaced.
However, the statement by Seebohm et al. (1898) that Blyth described a Pearson specimen forZ. mollissima is evidently erroneous. Sclater (1892) listed two B. H. Hodgson Nepal specimens as types ofTurdus mollissima, Blyth, J. A. S. B., xi. p. 188, in his type-list for the Indian Museum [now Zoological Survey of India (ZSI), Calcutta]. Blyth (1842) specifically stated “A highly interesting collection of bird-skins, from Darjeeling, having been kindly entrusted to my charge by Dr. Pearson, for the purpose of describing, or otherwise noticing such among them as I may consider to be new, or worthy of some remark, I avail myself of the occasion not only to respond to the wishes of that gentleman, but to record a variety of observations upon other Indian and Malayan species of birds, which have recently fallen under my notice.” Indeed, many of the species described therein cannot have been from Darjeeling nor therefore from Pearson, so there seems no reason to doubt that the type ofZ. mollissima was from Hodgson and is or was in the ZSI, as per Sclater’s (1892) catalog. Unfortunately, all specimens from Blyth’s time were exhibited until 1872, by which time they had suffered serious damage, and some (not includingZ. mollissima) had already been lost by 1892 (Sclater1892).
Blyth (1842) provided measurements of only one specimen (a female) and did not mention a second. A great many uncertainties attach to Hodgson types (Dickinson2006). Fortunately, however, Blyth’s (1842) detailed description of the female (which if found could likely be identified on measurements) allows us to identify the taxon to which the namemollissima pertains. Comparing hisT. mollissimus with both White’s ThrushZoothera whitei and “the Mavis Thrush”, by which he meant RedwingTurdus iliacus (Mavis Thrush usually referring to Song ThrushT. philomelos, but sometimes other British thrushes includingT. iliacus (Greenoak1997), the latter being specifically mentioned by Blyth), Blyth stated that hisZ. mollissima approaches nearest toT. iliacus except in being considerably larger.
Assuming that Blyth’s (1842) measurements (Table 1) were made similarly to those by P.C.R. here, the type ofZ. mollissima matches female Alpine Thrush on univariate measurements (but with overlap with Himalayan Forest Thrush), and on a PCA (Fig. 2b) consistently clusters with female Alpine Thrush. However, on this limited external dataset we cannot rule out the possibility of Blyth’s type being missexed, and/or of his measurements having been made differently than those by P.C.R., in which case on measurements it could be a small male of the Himalayan Forest Thrush.
However, Blyth (1842) stated that hisT. mollissimus has the “[b]ill shaped as in the Mavis Thrush”. This strongly supports the identity ofmollissima with the Alpine Thrush, as the bills of all individuals of the Himalayan Forest Thrush we have studied are noticeably larger, heavier, more arched, and more hook-tipped than the bill ofT. iliacus. It is scarcely conceivable that Blyth would have equated the bill shape of the Himalayan Forest Thrush with that ofT. iliacus without further qualification of the obvious differences.
Further, Blyth’s (1842) description of the upperparts color of hisT. mollissimus “…of a uniform rich brown colour above, with a slight cast of orange, being very nearly that of the back of an English Robin…” also shows that the bird in question must have been an Alpine Thrush, as all individuals examined of the Himalayan Forest Thrush are distinctly much more reddish above than European RobinErithacus rubecula.
Similarly, Blyth (1842) states of the tail, “the outermost pair albescent-brown with a whitish tip” fits well with nearly all Alpine Thrushes, but not with Himalayan Forest Thrush, which typically has strong contrast between the blackish-brown undertail and the white tips. His description “[b]ill dusky-yellowish at the base of the lower mandible…” fits well with most Alpine Thrushes, but not most Himalayan Forest Thrushes. Finally, Blyth’s (1842) description “…the spots…being of a triangular form upon the [breast], the throat, and front of the neck…” is true of most Alpine Thrushes, some of which have strong triangular markings even on the central throat, but Himalayan Forest Thrushes have the throat marks obsolete or in the form of fine bars.
Considering all the above evidence, we are confident that the nameT. mollissimus Blyth,1842 refers to the Alpine Thrush, and there is no evidence that it represents the Himalayan Forest Thrush. We choose not to undertake neotypification in this case because: (following Art. 75.3; ICZN1999) the identity of the species can be recognized from the original description; because the original type may still exist; and because there is no exceptional need for designation of a neotype ofT. mollissimus Blyth,1842.
The identity ofOreocincla rostrata Hodgson,1845
This name, as far as we know, was used as a species only by Hodgson (1845), after which it was universally considered a synonym ofmollissima Blyth,1842 (Dickinson and Walters2006). Although we have shown using DNA and morphology (Figs. 2,14) that the type selected by R. Warren (Warren and Harrison1971) forO. rostrata (BMNH 1843.1.13.636) is clearly the same taxon as the Alpine Thrush, type concepts were not well-established nor adhered to during Hodgson’s time and for many years thereafter, and for species he named there is often no guarantee that the selected type is actually the bird Hodgson was describing. In the BMNH type-list (Warren and Harrison1971), it was explicitly stated that the selection of a type does not constitute lectotypification. A specimen of Himalayan Forest Thrush (BMNH 1859.3.4.22) was labeled “Type ofO. rostrata, Hodgs.” and then annotated by Warren “Co [type], Another spec. is selected. Much doubt. R. W.”
There are several lines of uncertainty involving the type status of the type specimen originally selected by Warren (Warren and Harrison1971). For example, the measurements given by Hodgson (1845) do not closely fit measurements taken by P.C.R. of the selected type specimen nor others of the alpinemollissima group, but are close to the measurements of BMNH 1859.3.4.22 (Hodgson’s measurement first, BMNH 1859.3.4.22 s, BMNH 1843.1.13.636 third): Bill from gape: H 1¼″, P.C.R. 1.29″, 1.17″; wing: H 5¼″, P.C.R. 5.23″, 5.67″; tarsi: H 1¼″, P.C.R. 1.35″, 1.51″). Moreover, the original labels were long ago removed and replaced by BMNH staff (Sharpe1906). However, BMNH 1843.1.13.636 is the only one of Hodgson’s specimens now in the BMNH that was accessioned into the BMNH (the first four digits of the registration number are the year of registration) prior to Hodgson’s (1845) description, while none of Hodgson’s Himalayan Forest Thrushes were accessioned until 1859. The 1843 specimen would almost certainly have been available to Hodgson for his 1845 description, because Hodgson was in Britain in 1844 and 1845, and Hodgson’s major collection that was assumed by the Grays to contain his types came into the museum from 1843 to 1845 (Dickinson2006). We cannot know, however, whether other Hodgson specimens not now present in the BMNH were also available to Hodgson at this time, because many specimens were consigned to duplicates and/or distributed to other museums without careful records being kept (Dickinson2006), and others may have been lost or discarded.
The Zoological Society of London’s copy of Hodgson’s painting ofO. rostrata shows characters of both Alpine and Himalayan Forest Thrush in equal proportions, and does not appear to have been painted from BMNH 1859.3.4.22, which differs in lower mandible color, wing pattern, shape of underparts markings, and claw color. The painting is not marked in any way that links it to any individual specimen; nor is there a link in Hodgson’s writings between specimen and painting. Characters given in Hodgson’s description apply equally well to both specimens and do not serve to distinguish them in any way.
Because the selected specimen has long been considered the type ofrostrata, because we have found no firm evidence that it was not part of the type series ofrostrata, because it is unclear whether any specimens of the Himalayan Forest Thrush were available to Hodgson for description in 1845, because characters given by Hodgson in his description other than measurements (which could in any case have been taken differently from ours) and his accompanying illustration do not clearly indicate which taxon was being named, and because it is likely that syntypes were involved, we hereby unambiguously fix the meaning ofrostrata by lectotypification under Recommendation 73.F of the ICZN (1999):
Oreocincla rostrata Hodgson,Ann. Mag. Nat. Hist. 15: 326. 1845. Lectotype, designated herein, is BMNH 1843.1.13.636. Nepal. This designation maintains the conventional application ofO. rostrata Hodgson as a synonym ofT. mollissimus Blyth,1842.
The identity ofTurdus hodgsonii von Homeyer,1849
The nameTurdus hodgsonii von Homeyer,1849 was treated as a synonym ofmollissima by Horsfield and Moore (1854), Jerdon (1862), Gray and Gray (1863) and Seebohm et al. (1898), in which it was spelledhodgsoni) among others. However, Bonaparte (1850) listed it, with question marks, along withmollissima and some of its other synonyms under Mistle ThrushTurdus viscivorus. Jerdon (1872), while keepingmollissima separate, keptT. hodgsoni Lafresnaye [sic] as a synonym ofT. viscivorus (presumably simply following Bonaparte), and though the mistake was corrected by Cabanis (1860) and reiterated by Seebohm et al. (1898), subsequentlyT. hodgsonii has often been considered to be a synonym ofT. viscivorus, notT. mollissima.
In May 2013 and again in May 2015, P.C.R. examined and measured the type specimen ofT. hodgsonii von Homeyer,1849 in ZMB (ZMB 3572), where it had been sent by Hodgson from the “Himalaya” (www.zoonomen.net/cit/RI/SP/Turd/turd00508a.jpg). On the basis of plumage and measurements (Figs. 2,3), there is no doubt thatT. hodgsonii is a synonym of the Alpine ThrushZ.mollissimas.s. Furthermore, even if the identity of ZMB 3572 as von Homeyer’s type were questionable (which we have no reason to suspect), von Homeyer’s (1849) very thorough description (in Gothic script German) makes it clear that the bird he was describing was a member of themollissima group, as he describes the prominent black-and-white wing stripe and the crescent-shaped (“halbmondformig” or half-moon) flank markings, characters not present inviscivorus.
The identity ofTurdus oreocincloides Hodgson in Gray, 1844
Another name that has been applied to and synonymized withZ. mollissima and therefore is a potential candidate as an available name of the Himalayan Forest Thrush isTurdus oreocincloides, Hodgson in J. E. Gray, 1844. A specimen in the BMNH collection was listed as the type ofT. oreocincloides by Seebohm (1881) but this name is a nomen nudum (Warren and Harrison1971) (www.nhm.ac.uk/research-curation/scientific-resources/collections/zoological-collections/bird-type-specimens), latter accessed 25 March 2014), and thus unavailable. The association of this specimen with one of Hodgson’s drawings does not make the name available because the drawings are unpublished (Dickinson2004). Given the uncertainties and complexities involving Hodgson’s names and associated specimens, including their provenance and identity (Dickinson2006), we choose not to make the nameoreocincloides available by publishing a description, and in any case the specimen in question (BMNH 1880.1.1.373, erroneously labelled as BMNH 1880.1.1.372 but corrected as per registration details; Robert Prŷs-Jones, in litt. 26 Mar 2014) is an unambiguous Himalayan Alpine ThrushZ.mollissima s.s. (Figs. 2,3).
Yet another name that has been listed under the synonymy ofZ. mollissima,Turdus micropus Hodgson in J. E. Gray, 1844, is listed as a junior synonym of Pied Ground-thrushZoothera wardii and as present at the BMNH by Seebohm (1881). However, the specimen was not listed or commented on by Warren and Harrison (1971) and its whereabouts are presently unknown (Robert Prŷs-Jones, pers. obs. 27 Mar 2014), but we assume that Seebohm (1881) was correct in placing it in the synonymy ofZ. wardii.
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Alström, P., Rasmussen, P.C., Zhao, C.et al. Integrative taxonomy of the Plain-backed Thrush (Zoothera mollissima) complex (Aves, Turdidae) reveals cryptic species, including a new species.Avian Res7, 1 (2016). https://doi.org/10.1186/s40657-016-0037-2
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