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Integrative taxonomy of the Russet Bush Warbler Locustella mandelli complex reveals a new species from central China
Avian Research volume 6, Article number: 9 (2015)
The Russet Bush Warbler Locustella (previously Bradypterus) mandelli complex occurs in mountains in the eastern Himalayas, southern China, Vietnam, the Philippines, and Indonesia. The taxonomy has been debated, with one (L. seebohmi) to four (L. seebohmi, L. mandelli, L. montis and L. timorensis) species having been recognised.
We used an integrative approach, incorporating analyses of morphology, vocalizations and a molecular marker, to re-evaluate species limits in the L. mandelli complex.
We found that central Chinese L. mandelli differed from those from India through northern Southeast Asia to southeast China in plumage, morphometrics and song. All were easily classified by song, and (wing + culmen)/tail ratio overlapped only marginally. Both groups were reciprocally monophyletic in a mitochondrial cytochrome b (cytb) gene tree, with a mean divergence of 1.0 ± 0.2%. They were sympatric and mostly altitudinally segregated in the breeding season in southern Sichuan province. We found that the Mt Victoria (western Myanmar) population differed vocally from other L. mandelli, but no specimens are available. Taiwan Bush Warbler L. alishanensis was sister to the L. mandelli complex, with the most divergent song. Plumage, vocal and cytb evidence supported the distinctness of the south Vietnamese L. mandelli idonea. The Timor Bush Warbler L. timorensis, Javan Bush Warbler L. montis and Benguet Bush Warbler L. seebohmi differed distinctly in plumage, but among-population song variation in L. montis exceeded the differences between some populations of these taxa, and mean pairwise cytb divergences were only 0.5–0.9%. We also found that some L. montis populations differed morphologically.
We conclude that the central Chinese population of Russet Bush Warbler represents a new species, which we describe herein, breeding at mid elevations in Sichuan, Shaanxi, Hubei, Hunan and Guizhou provinces. The taxonomic status of the other allopatric populations is less clear. However, as they differ to a degree comparable with that of the sympatric L. mandelli and the new species, we elevate L. idonea to species status, and retain L. seebohmi and L. montis as separate species, the latter with timorensis as a subspecies. Further research should focus on different populations of L. montis and the Mt Victoria population of L. mandelli.
Bush warblers in the genera Locustella and Bradypterus are renowned for being cryptically coloured and difficult to identify except by song (Bairlein et al. 2006; Kennerley and Pearson 2010). These genera occur mainly in scrubby, grassy or reedy habitats at varied elevations, and are difficult to see except sometimes when singing (Bairlein et al. 2006; Kennerley and Pearson 2010). A recent comprehensive molecular phylogeny (Alström et al. 2011) revealed that Bradypterus is restricted to Africa, whereas all Asian species studied traditionally placed in that genus should be classified as Locustella. In addition, Alström et al. (2011) confirmed that the Marsh Grassbird L. pryeri, long placed in Megalurus, belongs in Locustella, as suggested by both morphology (Morioka and Shigeta 1993) and mitochondrial DNA (Drovetski et al. 2004). Further, African Bradypterus sensu stricto are evidently more closely related to the Brown Emutail B. brunneus of Madagascar (previously in genus Dromaeocercus), African Fan-tailed Grassbird Schoenicola brevirostris and the genus Megalurus (including Australian Eremiornis and Cincloramphus that were proposed as synonyms of Megalurus by Alström et al. 2011) than to Eurasian Locustella. For a review of recent advances in the systematics and taxonomy of these genera, see Alström et al. (2013).
In addition, species level taxonomy has been much confused and debated within Locustella and Bradypterus, and it has been suggested that several taxa previously regarded as subspecies of polytypic species are better treated as separate species (e.g. Dickinson et al. 2000; Drovetski et al. 2004; Alström et al. 2008, 2011). The Russet Bush Warbler Locustella mandelli, which occurs in mountains from Sikkim, eastern Himalayas to western Myanmar, northwestern Thailand, northern Laos, northern Vietnam, southeast and central China, with a disjunct population in southern Vietnam (Figure 1) has a long history of taxonomic confusion. Within the South Asian region it was even erroneously conflated with the superficially similar Brown Bush Warbler Locustella luteoventris for many years (Seebohm 1881, Ali and Ripley 1973). However, outside the South Asian region Russet Bush Warbler was generally recognized as a separate species, under the name Bradypterus seebohmi (e.g. Watson et al. 1986; Sibley and Monroe 1990), with subspecies seebohmi (Luzon, Philippines), melanorhynchus (southeast China, Taiwan), idoneus (southeast Tibet, northern Thailand, southern Vietnam), montis (Java) and timorensis (Timor). Other authorities (e.g., Delacour 1943, 1952; Deignan 1963) differed in subspecific and distributional details. Dickinson et al. (2000) revised the Russet Bush Warbler complex based on morphology and vocalizations, showing that the name mandelli has priority over seebohmi and should be used for the South Asian and Thai populations, and probably also for those from Laos and northern Vietnam, and restricting idoneus to southern Vietnam. They tentatively recommended recognition of four species: Benguet Bush Warbler B. seebohmi sensu stricto (monotypic; Luzon, Philippines), Timor Bush Warbler B. timorensis (monotypic; Timor), Javan Bush Warbler B. montis (monotypic; Java, Bali) and Russet Bush Warbler B. mandelli sensu stricto (with subspecies mandelli, melanorhynchus and idoneus; continental Asia). The Taiwanese population that had previously been considered either Russet Bush Warbler of the subspecies melanorhynchus or B. luteoventris, but which has a strikingly different song, was described as a new species, Taiwan Bush Warbler Locustella (originally Bradypterus) alishanensis (Rasmussen et al. 2000). Alström et al. (2011) analysed mitochondrial cytochrome b from a few individuals of L. mandelli and L. montis, and suggested, based on the slight divergences, that their status as separate species should be re-evaluated. Locustella timorensis, then only known from two 1932 specimens from Mt. Mutis, Timor (Dickinson et al. 2000), was recently rediscovered, along with a possibly undescribed taxon from nearby Alor (Trainor et al. 2012; Verbelen and Trainor 2012).
In 1987, P.A. and U.O. noticed that the song of Locustella mandelli in Sichuan province, China differed markedly from L. mandelli songs in northwestern Thailand. This was later noted by Dickinson et al. (2000), and Xia et al. (2011) reported the discovery of L. mandelli in Guizhou province with similar song to Sichuan birds; however, the implications of these song differences were not considered further by these authors. Since then, we have been collecting data on this complex in the field, mainly in China, and in museums and the lab. We here report the results from these studies, based on morphology, vocalizations, mitochondrial DNA and geographical distributions, and revise the taxonomy of the L. mandelli complex.
Study group, taxonomy and nomenclature
We analysed all valid members of the Locustella mandelli complex (L. m. mandelli, L. m. melanorhyncha, L. m. idonea, L. seebohmi, L. montis, L. timorensis), as well as L. alishanensis, sister to L. mandelli and L. montis (Alström et al. 2011) (the latter study included only L. mandelli, L. montis, and L. alishanensis). Taxonomy and distribution of subspecies herein follow Dickinson (2003), and English names follow Gill and Donsker (2014). Henceforth in this text, Locustella (or L.) mandelli and other names that include generic names refer to species, whereas mandelli and other names without generic names represent the least-inclusive taxon, i.e. monotypic species or subspecies of polytypic species. The endings of the following names were changed to agree in gender with the genus name when the taxa were moved from Bradypterus to Locustella: melanorhynchus to melanorhyncha and idoneus to idonea. For clarity, we refer to the new species as Sichuan Bush Warbler because it is widespread in Sichuan and this is where we first observed it.
Almost all then-known specimens of the Locustella mandelli complex were studied and measured by P.C.R. for Dickinson et al. (2000) and Rasmussen et al. (2000), and are listed with registration numbers in Dickinson et al. (2000). Many specimens, including all key taxa, were re-examined and re-measured by P.C.R. in 2013–2014 for the present study at AMNH, BMNH, FMNH, MNHN, MZB, NNM and NMNH (full museum names given in Acknowledgements), with the addition of a newly collected specimen of L. mandelli idonea (KUMNH 122801), two previously misidentified L. mandelli (FMNH 306050, 306051: Sikkim), and specimens from KIZ (not previously examined), IOZ and BNU (most of which were recently collected). All measurements of museum specimens were taken by P.C.R.; those of live birds (treated separately) were taken by P.A. and P.J.L.; for comparison, P.A.’s and P.J.L.’s measurements of L. mandelli are also included separately, except for 2014 live birds for which P.A. took measurements with instruction on methods from P.C.R.
Measurements (in mm, using digital calipers) used in this study include: culmen from skull; culmen from feathers; bill height (depth) and width at distal edge of nares; wing length (flattened); shortfalls of primaries 1–5 (numbered ascendantly, for consistency with previous studies on this group: Dickinson et al. 2000; Rasmussen et al. 2000) in relation to the wing tip; lengths of primaries 1 and 2 from the distal edge of the primary coverts; tarsus length; tarsus proximal depth, minimum width and depth, and distal width; length of middle toe claw and hind claw from distal edge of scute; tail length (with calipers inserted between central pair of rectrices); maximum width of central rectrices; longest undertail-covert length from pygostyle; shortfall of longest undertail-covert to tail tip; and maximum width of pale undertail-covert tips. A few ratios between measurements were calculated; “(wing + culmen)/tail” refers to wing length plus culmen length (to skull) divided by tail length.
Thirteen external plumage and soft-part colours were scored by P.C.R. on skin specimens using a 10-point scale for each character, as follows: lower mandible colour (1 = all pale–10 = all black); upperparts colour (1 = cold brown–10 = very warm brown); supercilium prominence (1 = none–10 = strong); throat ground colour (1 = white–10 = solid dark); throat speckling (1 = none–10 = heavy); breast ground colour (1 = brown–10 = solid grey); breast speckling (1 = none–10 = heavy); upper flank markings (1 = none–10 heavy); flank colour (1 = cold brown–10 = rich russet); undertail-coverts ground colour (1 = medium brown–10 = dark brown); undertail-coverts pale tip contrast (1 = none–10 = strongly contrasting); undertail-coverts pale tip maximum breadth (1 = none–10 = broad); leg colour (1 = all pale–10 = all dark).
Univariate and multivariate statistics were analysed in MYSTAT v. 12.02.00 (SYSTAT Software). For tests of significance between univariate measurements and ratios of taxa for which we had at least seven individuals, two-sample t-tests were done, with Bonferroni-adjusted p-values. Due to small sample sizes and the preponderance of unsexed and questionably sexed specimens, sexes were pooled. Bonferroni-adjusted significant differences (pooled variances) are from two-sample t-tests between L. m. mandelli and L. m. melanorhyncha (sensu stricto; including Laos and Tonkin birds), Sichuan Bush Warbler, and L. montis. Plumage scores were tested for significance using Kruskal-Wallis two-way AOVs, but because many specimens at different museums could not be directly compared, only highly significant plumage differences were considered important. PCAs were done in MYSTAT using covariance matrices. For one PCA on morphometrics, in order to compare more directly with the Sichuan Bush Warbler (all of which were males), only males and unsexed specimens (assuming most unsexed birds are likely to be males, given the difficulty of collecting females) were included. Also, one of the three idonea specimens is missing its bill, so a PCA of external measurements excluded bill measurements in order to maximise the number of specimens of this taxon that could be included.
We obtained sound recordings of songs of all taxa. In total, we obtained 166 recordings of the Locustella mandelli complex (excluding L. alishanensis) from across its range, of which 159 were analysed (Figure 1, Additional file 1: Table S1). Sonograms were created in Raven Pro 1.4 (Bioacoustics Research Program 2011). Before analysis, the sampling frequency was set to 48 kHz and sampling depth to 24 bits (however, it was not always possible to change sampling depth). We measured duration (s), maximum frequency (maxfreq), minimum frequency (minfreq), mid-frequency (the frequency that divides the selection into two frequency intervals of equal energy) and bandwidth 90% for the lower-amplitude (grey in sonogram) initial part of a note (lowamp), and the same for the higher-amplitude (solid black part in a sonogram) terminal part (highamp) of the note in a “strophe” (Figure 2) (bandwidth 90% is the frequency range that divides the selection into two frequency intervals containing 5% and 95% of the energy; Charif et al. 2010). Five “strophes” per individual were measured (or the maximum number of strophes in recordings of fewer than five strophes). For mandelli/melanorhyncha and Sichuan Bush Warbler, which have a secondary element in addition to the main (principal) note (Figure 2), we took the same measurements for the secondary note, as well as the total duration of the “strophe”. The mean of the five (or fewer) recordings for each individual were used in the analyses. A Discriminant Function Analysis (DFA) of the song variables was carried out in SPSS Statistics version 20 (IBM Corp.); mandelli and Sichuan Bush Warbler were analysed, both together with all other taxa based on 11 variables and separately from the others, with seven additional variables.
DNA was extracted using QIA Quick DNEasy Kit (Qiagen, Inc), according to the manufacturer’s instructions, but with 30 μl DTT added to the initial incubation step for extraction from feathers and toepads. We sequenced the mitochondrial cytochrome b (cytb) gene for all samples. Amplification and sequencing of the fresh samples followed the protocols described in Olsson et al. (2005). Toepads were sequenced with specifically designed primers amplifying short (95–315 bp, median 180 bp), partly overlapping fragments. All sequences have been submitted to GenBank (Additional file 1: Table S1).
Sequences were aligned and checked using Geneious 7.0.6 (Biomatters Ltd.). The HKY model (Hasegawa et al. 1985) was the best-fit model for the phylogenetic analysis according to the Bayesian Information Criterion (BIC) calculated in jModeltest 0.1.1 (Posada 2008a, b). The analyses were run in MrBayes 3.2 (Huelsenbeck and Ronquist 2001) assuming rate variation across sites according to a discrete gamma distribution with four rate categories (Γ; Yang 1994) or with an estimated proportion of invariant sites (I; Gu et al. 1995), as these had very similar BIC values. The analyses were also run using the “mixed” command to sample across the GTR model space in the Bayesian MCMC (Huelsenbeck et al. 2004) + Γ, as well as partitioned by codon, using rate multipliers to allow different rates for different partitions (Ronquist and Huelsenbeck 2003; Nylander et al. 2004), with the HKY model plus an estimated proportion of invariant sites (I; Gu et al. 1995) for the first position and the HKY model for the second and third positions. Default priors were used. Four Metropolis-coupled MCMC chains with incremental heating temperature 0.1 were run for 5 × 106 generations and sampled every 1000 generations. Convergence to the stationary distribution of the single chains was inspected in Tracer 1.5.0 (Rambaut and Drummond 2009) 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).
The data were also analysed in BEAST version 1.8.1 (Drummond and Rambaut 2007, 2014). Xml files were generated in BEAUti version 1.8.1 (Rambaut et al. 2014). Analyses were run under the general time-reversible (GTR) model (Lanave et al. 1984; Tavaré 1986; Rodríguez et al. 1990) + Γ model (cf. Weir and Schluter 2008), using an uncorrelated lognormal relaxed clock model (Drummond et al. 2006) with the mean rate of 2.1%/MY (Weir and Schluter 2008) and either a “birth-death incomplete sampling” species tree prior or a coalescent constant size population prior. Other priors were used with default values. 50 × 106 generations were run, sampled every 1000 generations. Every analysis was run twice. The MCMC output was analysed in Tracer version 1.5.0 (Rambaut and Drummond 2009) 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 1.8.1 (Rambaut and Drummond 2014), choosing “Maximum clade credibility tree” and “Mean heights”, and displayed in FigTree version 1.4.0 Rambaut (2012).
Maximum likelihood bootstrapping (MLBS) was also performed. 1000 replicates were run with RAxML-HPC2 8.0.24 (Stamatakis 2006; Stamatakis et al. 2008) on the Cipres portal (Miller et al. 2010). The data were unpartitioned, and as per default GTRCAT was used for the bootstrapping phase, and GTRGAMMA for the final tree inference.
Pairwise cytb distances were calculated in MEGA 6.06 (Tamura et al. 2013), both uncorrected p and maximum Composite Likelihood + Γ.
The rather slight differences among the taxa in the Locustella mandelli complex have been detailed elsewhere (see e.g. Dickinson et al. 2000; Rasmussen et al. 2000), but Sichuan Bush Warbler was conflated therein with L. mandelli melanorhyncha. The following therefore adds to and amends Dickinson et al. (2000).
Locustella mandelli melanorhyncha
The taxon treated in Dickinson et al. (2000) as melanorhyncha and as confined to SE China differs from mandelli only in its slightly smaller size. However, this is only the case when birds from eastern Southeast Asia are included with SE Chinese birds (Figures 3 to 4). We therefore (as explained in the Discussion) provisionally treat L. m. melanorhyncha as occurring from at least N Laos through N Vietnam and SE China, and we cannot determine to which of these taxa Sichuan birds belong so we refer to them as mandelli/melanorhyncha.
Sichuan Bush Warbler
The Sichuan Bush Warbler is most similar to L. m. mandelli/melanorhyncha, to which specimens have long been ascribed. Compared to these, Sichuan Bush Warbler is typically greyer (less russet) above and on the breast-sides and flanks (Figures 5 to 6); however, this difference does not always hold (e.g., of one mandelli/melanorhyncha and one Sichuan Bush Warbler caught together on Laojun Shan, Pingshan county, Sichuan on 27 May 2014, the latter was marginally more russet above). Of all characters for which plumage scoring was done, only upperpart color was highly significantly different between mandelli and the Sichuan Bush Warbler (Table 1). In a PCA of plumage scores (Figure 7), Sichuan Bush Warbler clustered together in morphospace with many mandelli/melanorhyncha, the similarities in most characters obscuring the typical difference in upperparts color in this analysis.
In univariate measurements from skin specimens (Table 1), Sichuan Bush Warbler has significantly longer culmen than melanorhyncha (but not mandelli), and its wing is significantly longer than in mandelli and especially melanorhyncha. The shortfall of P1 is significantly greater in Sichuan Bush Warbler than in melanorhyncha, and P2 length and primary projection average greater in Sichuan Bush Warbler than in mandelli/melanorhyncha, although these measures are likely correlated with wing length. The tail of Sichuan Bush Warbler is significantly shorter than in mandelli/melanorhyncha, and has little overlap with mandelli, but greater overlap with melanorhyncha. The central rectrices of Sichuan Bush Warbler are significantly narrower than in mandelli, but not than in melanorhyncha, likely due to small sample sizes. The distance between the longest undertail-coverts and the tail tip is significantly shorter in Sichuan Bush Warbler than in mandelli/melanorhyncha, although this character is likely correlated with the short tail of Sichuan Bush Warbler. The wing/tail ratio of Sichuan Bush Warbler is significantly greater than in mandelli/melanorhyncha. (Wing + culmen)/tail ratios (Figure 8, Table 1) are highly significantly different between Sichuan Bush Warbler and mandelli/melanorhyncha and discriminate them fairly well, but with some overlap between Sichuan Bush Warbler and mandelli.
For univariate comparisons between L. m. mandelli and L. m. melanorhyncha, only culmen and wing length were significantly different between the two taxa, being shorter in melanorhyncha (Table 1).
In a PCA of external measurements (excluding bill) of both sexes (Figure 3), about half (5 of 11) of the specimens of Sichuan Bush Warbler form a distinct cluster on Factor 1 (which is influenced most heavily by tail length; Additional file 2: Table S2), although four Sichuan Bush Warblers (including the holotype) overlap with, and two others are very close to, L. m. mandelli on Factor 1. On this same PCA, all Sichuan Bush Warblers are well-separated from melanorhyncha on Factor 2, which most strongly reflects a contrast between wing and primary lengths vs. tail length (Additional file 2: Table S2). In a PCA of external measurements of only males and unsexed specimens (most of which are likely to be males given their greater likelihood of detection and collection; Figure 4), Sichuan Bush Warblers overlap in morphospace with just one mandelli (an unsexed individual). In fact, all mandelli that overlap the Sichuan Bush Warbler on PC1 scores (in which tail length is much the most important) are unsexed, and therefore may well be females. A PCA in which only mandelli, melanorhyncha, and the Sichuan Bush Warbler are included (not figured here) did not differ materially from that in which all taxa are included, either in relative separation of these taxa or in relative contributions of the variables.
Locustella mandelli idonea
We examined the three known specimens of L. m. idonea (USNM 359220, BMNH 1918.104.22.1686: both Da Lat, Annam, southern Vietnam; and KUMNH 122801: Vietnam; Kom Tum Province; Ngoc Linh Nature Reserve, 1750 m; m, testes 3×1; in molt). As one (the BMNH specimen) has an unmeasurable bill, and another (the KUMNH specimen) is in tail molt, only one idonea specimen can be fully measured. Compared to the other taxa, idonea has a fairly short wing and fairly long tail, hence a low wing/tail ratio, and short primary projection (Table 1). All idonea specimens differ from L. m. mandelli in their colder upperpart colour, whiter, more prominent supercilium, clean white throat and belly, and weak pale brownish or very pale grey breast with at most a few distinct round dark speckles on the upper breast. On a PCA of plumage scores (Figure 7), this taxon occupies mostly unique morphospace, reflecting the strong supercilia and drab upperparts. Two photos of idonea (http://orientalbirdimages.org/) show a bird very similar in plumage to the specimens.
Only a single specimen of L. seebohmi (AMNH 592174) is known. It is similar to some L. m. mandelli/melanorhyncha and the Sichuan Bush Warbler, with which it clusters on a PCA of plumage scores (Figure 7). However, the L. seebohmi specimen has very drab brown (not russet-tinged) flanks, and is relatively large (especially for a female). It differs from adult L. montis in its strong white supercilium broadly reaching the bill and ending over the eye, in being greyer below, and in lacking upper flanks streaking. Most individuals of a series putatively identified as this taxon were earlier reidentified as Luzon Bush Warbler Cettia seebohmi (Dickinson et al. 2000), but it was unknown whether this was also true for a specimen exchanged to IOZ as L. seebohmi (the former USNM 208499, now IOZ 59981). We have examined this specimen and it is indeed C. seebohmi, not L. seebohmi.
Javan L. montis is the most distinctive taxon in plumage (Figure 7). It is the largest taxon, especially in bill and feet (Figures 3 to 4, Table 1), with long, broad, round-tipped tail; it is dark and richly colored above, with dark warm brown flanks, and very dark brown, broad, prominently pale-tipped undertail-coverts. It is very dark-crowned with a narrow, poorly marked supercilium and eyestripe, and dark grey auriculars. Adult male (and most adult female) specimens of L. montis are distinctively heavily marked below. Presumed first-winter birds and some females lack streaking and are very similar to L. mandelli and L. seebohmi.
Of the 30 adult L. montis at NNM from Sikatok, Bagelen (Mt Sundoro, approximately 7°18'S, 110°00'E, a minor correction from coordinates given in Dickinson et al. 2000), C Java, most have distinctly whitish breasts. However, most others from mountains to the east (Mt Lawu, EC Java and Mt Arjuno, E Java) show strongly grey breasts. Also, EC and E Javan birds are mostly longer-tailed than C Javan birds (tail length EC, E Java: mean = 62.5 mm, SD = 1.51, n = 7; Mt Sundoro/Sumbing: mean = 58.7 mm, SD = 3.26, n = 34), so there seems to be undescribed taxonomic variation within Java.
There are no Locustella specimens from Bali. However, a detailed plumage description of a Bali bird (in Dickinson et al. 2000) does not obviously differ from L. montis.
The only specimens of L. timorensis are two March 1932 birds from Mt Mutis, Timor (AMNH 308007, 345901). The two L. timorensis specimens have relatively long tarsi, and their tails are long and narrow (Table 1). They differ from others of the complex (less so from L. alishanensis; see below) in their paler, brighter upperparts, their inconspicuous, narrow pale tips to paler brown undertail-coverts, and their long, narrow rectrices with relatively pointed tips. The labels of both L. timorensis specimens have gonad drawings that show they are breeding adults, so their tail shape is not due to immaturity.
No specimens exist from the taxon recently discovered on Alor (Trainor et al. 2012; Verbelen and Trainor 2012), but there are a few photographs of birds from there (http://orientalbirdimages.org). Of these, at least one shows more grey on the breast and a less obvious pale supercilium than the Timor specimens. However, timorensis plumage is probably more variable than known, and Alor birds might differ taxonomically from timorensis.
Locustella alishanensis is diagnosable morphologically on a combination of subtle structural and plumage characteristics (Rasmussen et al. 2000, modified by reference to recent photos): relatively slim bill; rather long wing; rather long tarsi and large feet; drab, rather pale brown upperparts; fairly prominent pale supercilium above dark lores; small pale throat patch; pale brownish-grey to mid-grey breast; speckling (if present) restricted mainly to lower throat; brownish auriculars; and nearly uniform dull brown undertail-coverts. It is superficially most similar to L. timorensis, but has darker browner auriculars, weaker supercilium, and finer bill. However, L. alishanensis does not occupy unique morphospace in PCAs in this study (Figures 3 to 4, 7).
The songs of all taxa except L. alishanensis are basically rather similar, and in all there is at least some individual variation that can be observed in sonograms, and often readily heard (Figures 9, 10, 11). We have no evidence that a single male can sing more than a single type. The song of L. m. mandelli/melanorhyncha from the Himalayas, Myanmar, Thailand, northern Vietnam and south China (Yunnan, Guangxi, Guangdong, Hong Kong, Jiangxi, Fujian, southeast Hunan and south Sichuan; Figures 9, 10, Table 2, Additional file 3: Table S3), consists of “strophes” made up of a high-pitched, drawn-out, rasping principal note that progressively increases in loudness (amplitude), and is immediately followed by a short clicking slightly lower-pitched secondary note. The “strophes” are repeated at varying rate, depending on level of excitement, but during continuous song the pauses between the “strophes” are usually constant in length, around a quarter of a second, and the song may continue for prolonged periods without interruption (Figures 2, 9 to 10). The song can be transcribed as trrreee-it… trrreee-it… trrreee-it…. The overall pitch varies among different individuals (see below), and this is often clearly audible. Males with different pitch are often found at the same locality (e.g. Figure 10j-l, q-r, t-u). There is also some minor individual variation in details of, in particular, the ending of the principal note and in the pitch of the secondary note in relation to the principal one. No consistent geographical variation is apparent, except that birds from Mt Victoria in W Myanmar (Figures 2, 10z) have on average more pronounced highamp part of the principal note and more hesitant beginning of the same and longer principal note (see further DFA, below), and birds from Bhutan (Figure 10×) have on average higher-pitched endings of the principal note than the others.
The song of Sichuan Bush Warbler from Shaanxi, Sichuan, Guizhou, Hubei and northwest Hunan (Figures 9a-c, 10a-i, Table 2, Additional file 3: Table S3) is less variable in pitch and detailed structure than that of mandelli/melanorhyncha. It is markedly lower-pitched than the song of mandelli/melanorhyncha (midfreq of principal note mean [calculated as mean of midfreq of first and second parts of principal note] 2.828 ± 0.269 kHz, range 2.438–3.525 kHz, as opposed to mean 5.203 ± 0.753 kHz, range 3.675–6.750 kHz, in mandelli/melanorhyncha). In sonograms, the thin elements at the beginning of the principal note usually look “cleaner”, and the entire principal note tends to be “straighter”, especially towards the end, never showing the inflected ending frequently shown in mandelli/melanorhyncha. Moreover, the highamp part of the principal note is longer in relation to the lowamp part than in mandelli/melanorhyncha (mean 49% ± 0.12, range 31–76%, of length of principal note, as opposed to mean 13% ± 0.04, range 8–28%, in mandelli/melanorhyncha; and the duration of the highamp part of the principal note is on average more than three times as long as the secondary note, as opposed to virtually the same length as the secondary note in mandelli/melanorhyncha). The secondary note differs on average less from the principal note in midfreq than in mandelli/melanorhyncha, and therefore does not seem to be “hanging down” so much in relation to the principal note as in mandelli/melanorhyncha. There is less variation among male Sichuan Bush Warblers than in mandelli/melanorhyncha.
The song of L. mandelli idonea is insufficiently known, and we have only three recordings, two from South Annam and one from Central Annam, Vietnam (Figure 11b-c, Additional file 3: Table S3). These show a single rather “straight” principal note with an extensive highamp part, most reminiscent of Sichuan Bush Warbler, but unlike both Sichuan Bush Warbler and mandelli/melanorhyncha, there is no secondary note. However, unlike in the previously described taxa there are one or two very short “introductory elements”, either with similar pitch as the principal note or decidedly lower. The pitch of the principal note (midfreq mean 4.350 kHz ± 0.185, range 4.144–4.500 kHz) is considerably lower than the mean of mandelli/melanorhyncha, but similar to the lowest-pitched individuals of that group, i.e. higher-pitched than any Sichuan Bush Warbler. Sonograms are most similar to songs of L. montis from Mt Bromo (Figure 11i1–i3), though higher-pitched.
Our small sample of songs of L. seebohmi (n = 7; Figure 11d1–d3, Additional file 3: Table S3) suggests that there is little variation within this taxon. It is most similar to idonea, montis from Mt Sundoro/Mt Sumbing and putative timorensis from Alor, having a single “straight” note that increases markedly in amplitude towards the end. However, it is on average lower-pitched (midfreq mean 4.112 kHz ± 0.262, range 3.750–4.350 kHz) and lacks the former’s “introductory elements”. The notes are on average shorter than in all other taxa except assumed timorensis from Alor.
In contrast to L. seebohmi, the song of L. montis (n = 34; Figure 11e1–l3, Additional file 3: Table S3, Additional file 4: Table S4) shows considerable interlocality variation, while generally being fairly consistent within a locality. It is on average lower-pitched than the other taxa, except Sichuan Bush Warbler (all populations combined midfreq mean 3.289 kHz ± 0.374, range 2.688–3.919 kHz). Sonograms from the neighbouring central Javan Mt Sumbing (n = 1 measured) and Mt Sundoro (n = 7 measured) (Figure 11e1–e3, Additional file 5: Table S5) are reminiscent of L. seebohmi, although on average lower-pitched (midfreq mean 3.474 ± 0.238 kHz, range 3.188–3.919 kHz) and more drawn-out. In contrast, the songs from Mt Merapi (n = 2 [only one measurable]; Figure 11f, Additional file 5: Table S5) and Mt Lawu (n = 3; Figure 11g1-g2, Additional file 5: Table S5) somewhat further east are more drawn-out, more so than in all previous taxa, and the single note droops markedly in pitch to form a prominent “step” at the end, with the lowest part having highest amplitude; at least one of the recordings from Mt Merapi also has a trace of an introductory element. Our single recording from Mt Merbabu (Figure 11h), just south of Mt Merapi, is most reminiscent of one of our recordings from Mt Ijen (see below; Figure 11k3), though it has a single distinct “introductory element”. Sonograms of recordings from Mt Bromo in eastern Java (n = 3; Figure 11i1–i3, Additional file 5: Table S5) are reminiscent of songs of birds from Mt Sundoro and Mt Sumbing, although one of them has two short series of “introductory elements”, whereas the two others have ill-defined “introductory elements”. The sonogram of the single recording available from Taman Hidup, Yang highlands, even further east (Figure 9j, Additional file 5: Table S5) has a distinct inverted U-shape, and a short series of thin “introductory elements”. The sampled recordings from Mt Ijen on easternmost Java (n = 9; Figure 11k1–k3, Additional file 5: Table S5) are somewhat variable; they are more or less distinctly down-turned at the end, but less clearly “stepped” than at Mt Merapi and Mt Lawu, and overall more similar to recordings from Mt Sundoro/Mt Sumbing. Finally, the songs of birds from Bali (n = 10; Figure 11l1–l3) are strongly descending and up-turned at the end, with marked variation in the degree of the descent, and the end may be disconnected, forming an isolated terminal element; they also have two short series of “introductory elements”. The sonogram in Figure 11l3 resembles a recording from Bali published in Dickinson et al. (2000).
Sonograms of our recordings of L. timorensis from Timor Leste (n = 5; Figure 11m1–m3, Additional file 3: Table S3), from where this taxon was originally described, are most similar to a drawn-out, down-slurred L. seebohmi, and very similar to some L. montis from Mt Sundoro/Mt Sumbing, although on average higher-pitched and more drawn-out. Recordings from the recently discovered population on Alor (Figure 11n1–n3, Additional file 3: Table S3) that has been considered to be L. timorensis due to the geographical proximity with Timor, or perhaps an undescribed taxon (Verbelen and Trainor 2012) are very similar to recordings of L. seebohmi and L. timorensis. In contrast, L. alishanensis is strikingly different from the taxa in the L. mandelli complex, having a clear pure drawn-out low-pitched “straight” note preceded and succeeded by short clicking elements (Figure 11a).
In the DFA including all samples based on 11 song variables (Figure 12, Additional file 5: Table S5), discriminant functions (F) 1–4 had Eigenvalues >1 (1.38–22.22). These four functions explained in total 95.7% of the variance: F1 51.6%, F2 30.3%, F3 10.6% and F4 3.2%. Wilk’s Lambda was highly significant for the first seven functions. In this analysis, mandelli/melanorhyncha and Sichuan Bush Warbler were clearly separated from the others according to F1, which mainly represented duration, midfreq of the lowamp part and lowfreq of the highamp part, whereas F2, which had a strong contribution from midfreq of the highamp part, highfreq of the lowamp part and lowfreq of the highamp part (Additional file 6: Table S6), fully separated mandelli/melanorhyncha and Sichuan Bush Warbler. L. montis from Bali (n = 10), Mt Merapi (n = 1), Mt Lawu (n = 2) and Yang highlands (n = 1) clustered together, along with two montis from Mt Ijen. The other montis from Mt Ijen (n = 7), Mt Bromo (n = 3) and Mt Sumbing/Mt Sundoro (n = 8) clustered tightly with seebohmi (n = 7), timorensis (n = 5) and presumed timorensis from Alor (n = 6). L. m. idonea (n = 3) was separated from the first montis cluster on F1 and from the montis/seebohmi/timorensis/presumed timorensis Alor cluster on F2.
In the DFA of mandelli, melanorhyncha and Sichuan Bush Warbler based on 18 song variables (Figure 13, Additional file 5: Table S5), two discriminant functions with Eigenvalues >1 were extracted, with F1 explaining 91.8% of the variance; Wilk’s Lambda was significant for the first four functions. In this analysis mandelli/melanorhyncha and Sichuan Bush Warbler were well separated by F1, with 100% of the cases correctly identified; in a cross-validation, one Sichuan Bush Warbler was classified as melanorhyncha. Moreover, L. m. mandelli from Mt Victoria, SW Myanmar were almost completely separated from mandelli from India and Bhutan and melanorhyncha by F1, and completely separated from the others by F2. F1 was determined mostly by the midfreq of the highamp part of the principal note, high- and lowfreq of the same part, duration and lowfreq of the lowamp part of the principal note, and highfreq of the secondary note, and F2 mainly by the high- and lowfreq of the lowamp part of the principal note, highfreq of the highamp part of the same note, lowfreq of secondary note, midfreq of both parts of the principal note, and total duration (Additional file 6: Table S6).
The cytb alignment contained 1038 base pairs (bp), with a few missing bases for some of the samples sequenced from toepads. No stop codons, anomalous amino acids or other indications of amplification of pseudogenes were found. All sequences have been submitted to GenBank (Additional file 1: Table S1).
In the MrBayes tree based on cytb sequences (Figure 14) the samples of L. m. mandelli/melanorhyncha from NE India, NW Thailand, N Vietnam, S Sichuan, Hong Kong and SE Hunan and the samples of Sichuan Bush Warbler from Shaanxi, Sichuan, Guizhou and NW Hunan formed separate clades. In neither of these clades was there any geographical structuring; in particular, the mandelli samples from India were undifferentiated from the melanorhyncha and mandelli/melanorhyncha from China, Thailand and NW Vietnam. The mandelli/melanorhyncha clade had posterior probability (PP) 1.00 and maximum likelihood bootstrap (MLBS) 77%, whereas the Sichuan Bush Warbler clade had PP 0.87 and MLBS 65%. However, the Sichuan Bush Warbler clade excluding the Hunan sample IOZ 19990, which was sister to the other Sichuan Bush Warblers, received PP 1.00/MLBS 79%. Sichuan Bush Warbler IOZ 19990 had plesiomorphic character states at three out of four positions that had synapomorphic character states in the other Sichuan Bush Warblers. L. m. idonea from S/C Vietnam was sister to L. m. mandelli/melanorhyncha (PP 0.98, MLBS 77%), and these together formed the sister clade to the Sichuan Bush Warbler clade, although the support was low (PP 0.87, MLBS 64%). The other relationships among the different taxa in the L. mandelli complex were very poorly supported, and even the monophyly of L. montis received low support (0.74/60%). All terminal and internal branches within the L. mandelli complex were very short compared to the three outgroup species.
The BEAST chronogram based on cytb sequences and a lognormal relaxed molecular clock rate of 2.1%/million years, a GTR + G model and a constant size coalescent tree prior (Figure 14, inset) differed from the MrBayes tree in recovering a clade with Sichuan Bush Warbler as sister to L. seebohmi, L. timorensis and L. montis and another one with L. m. mandelli/melanorhyncha and L. m. idonea, although the support was low (PP 0.80) for the former clade, and the support for the latter clade was considerably lower (<0.50) than in the MrBayes analysis. The Sichuan Bush Warbler clade, including the somewhat aberrant IOZ 19990, received higher support (PP 0.94) than in the MrBayes analysis. The BEAST analysis suggested very recent divergences among the different taxa in the L. mandelli complex, with the deepest split at 0.85 million years ago (Mya) (95% highest posterior density [HPD] interval 0.46–1.33 Mya). Another BEAST analysis with a “speciation: birth-death incomplete sampling” tree prior, but otherwise same settings as above, inferred on average younger ages, especially towards the root, with the main difference being the deepest split (0.63 Mya; 95% HPD 0.39–0.91 Mya). Neither of these analyses was favoured over the other in a Bayes Factor (BF) analysis (Newton and Raftery 1994; Kass and Raftery 1995) (ln BF second analysis vs. first 0.812), but we chose to present the first analysis as our main result as a coalescent tree prior seemed more appropriate than a speciation tree prior due to the large proportion of samples representing intraspecific variation and the overall shallow divergence of the different taxa within the L. mandelli complex (as previously shown for a few taxa by Alström et al. 2011).
The mean pairwise genetic cytb divergences were low, generally <1%, in the L. mandelli complex (Table 3).
The distributions of the different taxa are shown in Figure 1. All of them are allopatric, except that we have found mandelli/melanorhyncha and Sichuan Bush Warbler sympatrically, although almost entirely altitudinally segregated (see below), at six locations in Leibo, Pingshan and Mabian counties in southern Sichuan (Figure 15). We have also received one sound recording of Sichuan Bush Warbler from Wuyi Shan, NE Jiangxi, where melanorhyncha occurs at a higher elevation (see below).
Habitat and elevation
All taxa in the Locustella mandelli complex inhabit dense, low, herbaceous, grassy, scrubby, bushy vegetation, often tea plantations, and sometimes in glades in open secondary forest, in mountainous areas (Madge 2006; Kennerley and Pearson 2010; pers. obs.). L. m. mandelli is said to breed mainly between 1000 and 2200 m in the Indian Subcontinent (Rasmussen and Anderton 2012), concentrated at 2100–2200 m (Spierenburg 2005). We have noted it regularly at 1910–2420 (once at 2690 m and 2800 m) at a number of sites in Bhutan. Our observations from Mt Victoria, W Myanmar are from 1700–1800 m. We have found melanorhyncha on Fansipan in N Vietnam at 1600–1700 m, and mandelli/melanorhyncha is believed to breed at 1800–2000 m in NW Thailand (Philip D. Round, in litt., who suggested that the range 1300–1900 m given in Dickinson et al. 2000, and other observations down to 1000 m, are probably incorrect, as these might include non-breeding altitudinal migrants). In China, we have observed melanorhyncha and mandelli/melanorhyncha in Yunnan at 2190–2615 m; in southern Sichuan at 1350–2120 m; in Guangxi at 150–350 m (early April to early August, so evidently on breeding grounds despite low elevation; Jonathan Martínez, in litt.) and 1100–1290 m; in Guangdong at 25–310 m (singing in early to late March in suitable breeding habitat, but uncertain if on migration or on breeding grounds), 500–850 m (late April–late May; Jonathan Martínez, in litt.) and 1000–1700 m; in Hong Kong at c. 900 m; in SE Hunan at 1150–1560 m; and in Jiangxi/Fujian at 1150–1900 m. We have observed Sichuan Bush Warbler in Sichuan at 1000–2275 m; in Shaanxi at 1290–1675 m; in Hubei at 1350–1670 m; in NW Hunan at 1400–1615 m; and in Guizhou at 1290–1515 m. We have also obtained one sound recording from 1000 m at Wuyi Shan, NE Jiangxi (i.e. at lower elevation than melanorhyncha from the same location, in agreement with the situation in south Sichuan).
In south Sichuan, we found mandelli/melanorhyncha and Sichuan Bush Warbler to be mostly altitudinally segregated, the former occurring mainly above 1850 m, whereas the latter was almost entirely below 2000 m (only six observations in total above 1900 m; Figure 16). At the sites where we observed melanorhyncha and Sichuan Bush Warbler in sympatry, they were exclusively segregated by elevation except at 1350 m on Laojun Shan, Pingshan county, where the single male mandelli/melanorhyncha observed at that site was holding a territory right next to the highest singing male Sichuan Bush Warbler. In Leibo county in late May 2014, Sichuan Bush Warbler was rather common at 1250–1475 m in lush subtropical herbaceous vegetation and ferns with scattered bushes and trees, whereas mandelli/melanorhyncha were found in basically similar habitat, although in a climate zone with decidedly more temperate character at 1895–2100 m, with the highest density around 2100 m.
Interaction between L. m. melanorhyncha and Sichuan Bush Warbler
The Locustella m. mandelli/melanorhyncha and Sichuan Bush Warbler males (sexed by song and later, in the hand, by prominent cloacal protuberance and lack of brood patch) that were observed at 1350 m on Laojun Shan (see above) held territories that were adjacent, and probably at least partly overlapping. Most of the time, the two birds were singing from different sides of a road, at close distance from each other, although the mandelli/melanorhyncha male was also heard on two occasions singing within what was undoubtedly the Sichuan Bush Warbler’s territory. The Sichuan Bush Warbler was seen chasing the mandelli/melanorhyncha male across the road once. Neither of the two birds ever showed any strong response towards playback of the other song type (Sichuan Bush Warbler recorded in Shaanxi and mandelli/melanorhyncha in Yunnan), while responding strongly to its own song type by giving alarm calls instead of song, and vigorously searching for the source of the sound. We caught the Sichuan Bush Warbler in a mistnet placed on the road by playing Sichuan Bush Warbler song from a speaker underneath the net and shortly afterwards caught the mandelli/melanorhyncha male in the same net by playing mandelli/melanorhyncha song.
Distinctness of Sichuan Bush Warbler
With respect to Sichuan Bush Warbler vs. mandelli/melanorhyncha, there are congruent differences in plumage, structure, song and cytb from within a large geographical area, and accordingly these represent separately evolved lineages. Based on morphometrics, Sichuan Bush Warbler is the most distinctive of all taxa analysed here, and differs from mandelli/melanorhyncha especially by its proportionately longer bill and shorter tail, with hardly any overlap in (wing + culmen)/tail ratios. It should be noted here, in relation both to univariate and multivariate analyses, that all sexed specimens of Sichuan Bush Warbler available are males. Given that both sexes are present in samples of the other taxa for which multiple specimens are available, it is almost certain that the morphological distinctiveness of Sichuan Bush Warbler is underestimated here due to the absence of females, which can be expected to have even shorter tails. In addition, in relation to univariate statistical testing, it should be borne in mind that the sexes are pooled, and additionally that the two-way t-tests systematically underestimate significance levels, especially when measurements are Bonferroni-adjusted as they are here for measurements.
The songs of Sichuan Bush Warbler and mandelli/melanorhyncha are easily separable by ear, with no intermediates ever heard, and with no overlap in measurements of lowfreq and midfreq of the principal note, and hardly any overlap in the highfreq part of the principal note and duration of the highamp part of the principal note, and lowfreq, highfreq and midfreq of the secondary note. Sichuan Bush Warbler and mandelli/melanorhyncha are also reciprocally monophyletic in cytb. Moreover, there are general differences in habitat choice, as shown by elevational distributions, with almost complete segregation where both taxa are syntopic (as is the case also with L. thoracica and L. davidi in central China; Alström et al. 2008). In the Xining and Xisujiao catchment areas, Leibo county, Sichuan Bush Warbler is common at low to mid elevation, whereas mandelli/melanorhyncha is common higher up, with hardly any altitudinal overlap.
The two Sichuan Bush Warblers and two mandelli/melanorhyncha that we caught at places where they occurred in sympatry in southern Sichuan in late May 2014 were diagnosably different in morphometrics (the two mandelli/melanorhyncha both having wing/tail ratios of 0.92, and the two Sichuan Bush Warblers with wing/tail ratios of 1.03 and 1.04, i.e. wing shorter than tail in mandelli/melanorhyncha and the opposite in Sichuan Bush Warbler), song (Figures 10a, d, 11d, k) and cytb (Figure 14, IOZ 19663, IOZ 19664, IOZ 19665, IOZ 19666). Moreover, the two individuals with adjacent, probably partly overlapping, territories that we caught at 1350 m on Laojun Shan in the same mistnet responded strongly to playback of their own song type, but not to the other one. Although, as suggested by the chronogram and cytb distance, Sichuan Bush Warbler and L. mandelli are in the early stages of divergence, our data suggest that they are nevertheless reproductively isolated where they occur in sympatry in S Sichuan. The reproductive isolation between them is extraordinary in view of their cytb divergence of only 0.6–1.3/1.4% (mean 1.0%). Although genetic distances from different studies are not directly comparable (Fregin et al. 2012), this genetic distance is considerably smaller than between other taxa generally treated as species (cf. Aliabadian et al. 2009), and is much lower than the distance between the two outgroup species, L. thoracica and L. davidi (4.4% uncorrected/4.9% corrected; Table 3), which were previously treated as conspecific, but which have recently been found to breed sympatrically, mostly altitudinally segregated, in C China (Alström et al. 2008). Further studies are required to evaluate whether the low cytb distance between Sichuan Bush Warbler and L. mandelli represents true recent divergence, or whether it may have been affected by past introgression (cf. Wang et al. 2014). Nevertheless, our evidence shows that Sichuan Bush Warbler should be treated as specifically different from L. mandelli under any species concept.
Description of a new species
As concluded above, the Sichuan Bush Warbler is a distinct species, and as it has not previously been described, we here name it.
Locustella chengi, sp. nov.
Sichuan Bush Warbler.
Institute of Zoology, Chinese Academy of Sciences, Beijing, No. IOZ 62959, adult male, Honghegu, Shaanxi Province, China (E107.47′45″, N34.01′07″), 1640 m a.s.l., 30 May 2011, collected by Per Alström, Gang Song, Xuebin Gao, Zuohua Yin and Fumin Lei, specimen prepared by Zuohua Yin. The cytb sequence has GenBank accession No. KP773459 (see position in tree in Figure 14), and the song AVoCet (www.avocet.zoology.msu.edu) catalogue No. AV18335 (sonogram Figure 11i).
All other specimens of L. chengi known to us are also listed in Table 4, and have been examined by us. The specimens BNU-P1909051, BNU-P1909052, BNU-P1909053, BNU-P1909054 and BNU-P1909055 are hereby designated as paratypes.
Diagnosis of species
If singing, Locustella chengi is easily distinguishable from L. m. mandelli/melanorhyncha by song, which is lower-pitched (midfreq of principal note <3.6 kHz and lowfreq of principal note <3.0 kHz; vs. ≥3.6 kHz and ≥3.0 kHz, respectively, in mandelli/melanorhyncha; Table 2), with relatively more drawn-out highamp part of the principal note (Figures 9 to 10). Morphologically, L. chengi typically differs in breeding plumage from L. m. mandelli/melanorhyncha by its greyer overall colour, lacking strong russet tones, especially pronounced above and on flanks (although there is overlap). Its non-breeding plumage is unknown. The tail of L. chengi is shorter and the wing longer, and therefore its (wing + culmen)/tail ratio (1.22–1.48) is larger than nearly all L. m. mandelli (1.00–1.23, one 1.33) and L. m. melanorhyncha (1.08–1.23) (Table 1).
Description of holotype
Upperparts from forehead to uppertail-coverts uniformly warm grey-brown. Folded wings and tail same colour as upperparts; centres to alula, secondary coverts, tertials, remiges and rectrices marginally darker and greyer. Ear-coverts slightly greyer than upperparts, with a few very thin pale streaks. Lores rather dark brown-grey. Rather thin supraloral stripe and crescent above eye pale greyish-white with a faint buffy tinge, forming short supercilium. Diffuse pale crescent below eye same colour. Throat whitish centrally, pale brownish-grey on the side with a faint yellowish tinge. Centre of breast pale brownish-grey with a faint yellowish tinge, side of breast slightly darker and browner. Barely visible darker spots at junction of throat and breast. Flanks uniformly warm grey-brown, similar to upperparts. Belly whitish with a pale dingy yellowish tinge, appears whitish from a distance. Undertail-coverts cold grey-brown with greyish-white tips on average 3.6 mm wide, basal ones narrower, more diffuse and more buffy-tinged (hence less distinct than terminal ones). Feathering on tibia similar to flanks. Underwing-coverts whitish, with a faint buffy tinge, stronger buffy on the under primary coverts. Bill black, slightly paler grey distally on lower mandible, especially on underside, and very tip of upper mandible. Gape pale yellowish-grey. Tarsus pale greyish-pink, paler on rear side, soles similar to rear side of tarsus, claws medium grey. Iris dark grey-brown. See photos of holotype accompanying recordings of the same individual on AVoCet (http://avocet.zoology.msu.edu.recordings/18335).
Measurements of holotype
Culmen length from skull 14.9 mm, from feathers 10.6 mm; wing length (flattened) 55 mm; tarsus length 17.8 mm; tail length 56.9 mm.
All L. chengi specimens (Table 4) except BMNH 1922.214.171.124 (a juvenile; see below) are very similar to the holotype in plumage pattern and colour. The main variation relates to the colour of the central breast and dark spotting on the lower throat/upper breast (Figure 6). The base colour of the central breast varies from rather pale grey to medium dark grey-brown. Most individuals are either unspotted on the throat/breast or have very faint darker spots at the junction of the throat/breast, although one of the birds that we caught had quite profuse dark spotting. Also, a few individuals have a pale yellowish tinge to the belly.
Because L. chengi was not then recognized, a juvenile L. chengi (BMNH 19126.96.36.199; henceforth BMNH 101) was among those used as the basis for the description of the juvenile plumage of L. mandelli in Dickinson et al. (2000); however, two other juveniles, one of L. m. mandelli (BMNH 18188.8.131.522) and the other of L. m. melanorhyncha (BMNH 19184.108.40.206), are very similar in plumage to L. chengi BMNH 101 (Dickinson et al. 2000), the only apparent differences being that the juvenile of L. chengi is slightly less reddish above, and that the dark flanks grade more into the belly in juvenile L. chengi, than in the juveniles of L. m. mandelli and L. m. melanorhyncha. In brief, the juvenile L. chengi BMNH 101 has very dark russet upperparts, a nearly unpatterned dark brown face, and unspotted dark greyish-brown breast, buffy-yellowish mid-underparts, dull fulvous-brown flanks and undertail-coverts, the latter with weak pale tips.
The iris colour has been found to vary noticeably among different individuals of L. chengi (and L. mandelli, previously also L. thoracica and L. davidi; pers. obs.), some having dark grey-brown irides, while others having markedly more rufous-coloured irides. We believe that the former are second-calendar year (first-summer) birds, whereas the latter are older.
We are pleased to name Locustella chengi after the late Professor Cheng Tso-hsin (modern pinyin transcription Zheng Zuoxin) (1906–1998) in recognition of his unparalleled contributions to Chinese ornithology, of which his monumental work A Synopsis of the Avifauna of China (Cheng 1987) is the most widely known outside of China. We recommend the use of the English name Sichuan Bush Warbler.
Distribution, status, habitat, life history and conservation
Locustella chengi is endemic to China, breeding in Shaanxi, Sichuan, Guizhou, Hubei and northwest Hunan, with a single record from NW Jiangxi (Figures 1, 15). The winter range is unknown. It is locally common and does not seem to be under any imminent threat, as its habitat is widespread and not threatened. It occurs in mountainous areas, and we have observed it at 1000–2275 m a.s.l. (see Habitat and elevation, above). It is found on slopes as well as on flat ground, in open habitats with dense low vegetation of herbs and/or ferns, often in association with trees, such as in forest clearings and in sparse secondary forest. We have also observed L. chengi inside tea plantations. We have heard song activity from late April to mid-June, indicating that the breeding season begins mainly in May. We have no other data on breeding. Like other Locustella species, L. chengi is extremely secretive and usually difficult to observe, and normally keeps in dense cover; it creeps effortlessly through thick vegetation, and is capable of running quickly on the ground. During the breeding season, however, it may be brought into view by playback.
The electronic edition of this article conforms to the requirements of the amended International Code of Zoological Nomenclature (International Commission on Zoological Nomenclature 2012), and hence the new name contained herein is available under that Code from the electronic edition of this article. This published work and the nomenclatural act it contains have been registered in ZooBank, the online registration system for the International Commission of Zoological Nomenclature. The ZooBank Life Science Identifiers (LSIDs) can be resolved and the associated information viewed through any standard web browser by appending the LSID to the prefix “http://zoobank.org/”. The LSID for this publication is: zoobank.org:act:CE89AF59-A3D5-4496-A8EC-84AC0CF4DAAA. The electronic edition of this work was published in a journal with ISSN 2053–7166, and has been archived and is available from the digital repository http://www.ncbi.nlm.nih.gov/pmc/.
Taxonomy of the other taxa in the Locustella mandelli complex
The Locustella mandelli complex, which was treated as a single species (e.g. Watson et al. 1986) until it was suggested that it be split into L. mandelli, L. seebohmi, L. montis and L. timorensis, mostly based on morphology (Dickinson et al. 2000), and the newly described L. alishanensis (Rasmussen et al. 2000), is clearly a clade of recently diverged taxa. Alström et al. (2011) suggested, based on a small sample of sequences, that the cytb divergence between L. mandelli and L. montis was so slight that their status as separate species required further study. All except L. m. mandelli/melanorhyncha and L. chengi have disjunct distributions, either isolated continental (L. mandelli idonea) or island populations. Locustella alishanensis, despite being so similar to other taxa in morphology that it was overlooked as a new taxon for many years (Rasmussen et al. 2000), is most divergent, both with respect to cytb and song, and would qualify as a species under any species concept. The taxonomic rank of the others is more open to discussion, and the interpretations of some suffer from a lack of data.
The Mt Victoria population of what is presently classified as L. m. mandelli is vocally distinct, although in most respects it agrees well with other populations of L. m. mandelli/melanorhyncha. No DNA samples or specimens are available from Mt Victoria. Our sequences from two specimens from the nearby Lushai hills in Mizoram are not divergent from other mandelli/melanorhyncha, indicating that the same might be true also for the Mt Victoria population. However, as both the Mizoram specimens were collected in February, they may represent more northerly-breeding populations wintering in that area. DNA samples and specimens from Mt Victoria would be needed to evaluate the distinctness of that population.
With respect to the geographically isolated and poorly known south and central Vietnamese L. mandelli idonea, further data beyond that available to Dickinson et al. (2000) allow a better supported taxonomic conclusion. The three specimens we have examined differ consistently from L.m. mandelli/melanorhyncha in plumage, and photos of another (www.orientalbirdimages.org) show a fourth bird sharing these characters. Our three recordings of this taxon suggest that its song is consistently different, even more from L. m. mandelli/melanorhyncha and L. chengi than the two latter are from each other. The cytb divergence is marginally smaller than between mandelli/melanorhyncha and L. chengi (though the sample of only one idonea precludes evaluation of the variation). Given that we conclude that mandelli/melanorhyncha and L. chengi are separate species, we consider that the even more striking vocal and plumage differences between mandelli/melanorhyncha and idonea indicate that species status is warranted for the latter.
With regard to L. seebohmi vs. L. montis, the morphological differences between adults are as strong as between any two members of this complex (though only one specimen of L. seebohmi exists). The vocal differences between L. seebohmi and L. montis from Mt Sundoro/Sumbing and, especially, compared to the putative L. timorensis from Alor are relatively trivial. There is conflict between our two phylogenetic analyses regarding the position of seebohmi, although both are uncertain. The cytb divergence is slight, although it approaches the divergence between mandelli/melanorhyncha and L. chengi. Based on the distinct plumage and the slight song and cytb differentiation, coupled with the large range discontinuity between this taxon (Luzon, northern Philippines) and L. montis (Java and Bali, Greater Sundas), L. timorensis (Timor-Leste) and the taxon on Alor, which would be a biogeographically anomalous distribution if treated as a single species to the exclusion of the other taxa, we provisionally continue to recognise L. seebohmi as a distinct species, acknowledging that more data are needed.
L. montis is morphologically distinct from the other taxa, and differs markedly in song from L. m. mandelli/melanorhyncha and L. chengi. However, especially the Mt Sundoro/Mt Sumbing birds have songs that are close to those of L. seebohmi, L. timorensis and the Alor taxon. The cytb divergence is on a similar level to that between L. m. mandelli/melanorhyncha and L. chengi, and L. montis is monophyletic in the cytb tree, albeit with low support (higher in BEAST than in MrBayes). In conclusion, based on morphology, song and cytb, we support continued treatment of L. montis as a distinct species (but see circumscription, below). However, as noted above, we believe that there may be one or more undescribed taxa within what is presently treated as L. montis, especially given that plumage and mensural differences exist between birds from central vs. east-central and eastern mountains, and that there are pronounced vocal differences among localities within the range of L. montis. The variation in song among some of the mountains within Java and between Java and Bali is marked, and would seem to be on a level suggesting different species. However, cytb does not support this: the cytb divergence between our single sample from the vocally distinct, geographically isolated Bali population and our samples from Java is only 0.6 ± 0.2% (range 0.4–0.9%), and the divergences among our samples from Mt Sundoro, Mt Bromo and Mt Lawu, of which at least the latter is vocally distinct, are even lower (0.4 ± 0.0%), and the topology of the tree suggests variation similar to that within L. m. mandelli/melanorhyncha and L. chengi. Given the strong patterns of geographic variation in montane birds of Java (e.g., there are four well-marked subspecies of Island Thrush Turdus poliocephalus in the mountains of Java; Collar 2005), the lack of recognized taxa within the L. montis complex might be due to lack of specimens and thorough study; more research is needed.
The taxon L. timorensis is still poorly known, as there are only two specimens and few sound recordings of what is undoubtedly this taxon. Morphologically, the specimens differ from the other taxa (except L. alishanensis) mainly in being distinctly paler above and drabber below with very weak pale undertail-covert edgings. The song of birds from Timor-Leste is reminiscent of songs of L. montis from especially Mt Sundoro and Mt Sumbing. The cytb divergence from L. montis is only 0.5 ± 0.2% (range 0.3–0.7), which is higher than the intraspecific variation within L. m. mandelli/melanorhyncha and L. chengi, but with the same maximum value as within the latter. The cytb trees indicate that timorensis might represent a separately evolving lineage, although more data are desirable. The song of the recently discovered population on Alor appears to be sufficiently similar to L. timorensis from Timor-Leste to most probably represent the same species. We provisionally favour treatment of L. timorensis as a subspecies of L. montis, and urge further study, especially of the Alor population, which might require designation as a new taxon.
Identity of one of the paralectotypes of Cettia russula
The name Cettia russula Slater, 1897, was based on a series of three syntypes from Fujian. Dickinson et al. (2000) showed that this series is a taxonomic composite, with two of the specimens being Locustella luteoventris, while the third (Museum of Comparative Zoology [MCZ] 129138) is L. mandelli (sensu lato). Dickinson et al. (2000) designated a lectotype of Cettia russula (BMNH 18220.127.116.11), thereby fixing the meaning of russula as a synonym of luteoventris. However, given our findings that L. mandelli melanorhyncha as understood by Dickinson et al. (2000) includes L. chengi, we sought to verify the identity of MCZ 129138 for the record, even though the meaning of the name russula was unambiguously fixed long prior to our realization that a new species is involved. On our request (and with detailed instructions on our measurement techniques), J. Trimble measured the wing and tail of MCZ 129138. The measurements he provided (wing length = 51 mm; tail length = 62 mm, which gives a wing/tail ratio of 82.3) are unambiguously those of L. mandelli melanorhyncha (sensu stricto; Table 1).
Revised distribution of melanorhyncha
The subspecies Locustella mandelli melanorhyncha (Rickett, 1898), described from Fujian province, China, has usually been restricted to birds of southeastern China, from Hubei to Fujian and wintering to Hong Kong (e.g., Dickinson et al. 2000, followed by Bairlein et al. 2006), although earlier treatments were highly variable in this respect (see e.g. Dickinson et al. 2000). Although Dickinson et al. (2000) argued for this restriction based on the shorter tail and often paler upperparts of L. m. melanorhyncha compared to L. m. mandelli, we now know that these data and observations were influenced by the presence of a few L. chengi in the sample (notably the two BMNH specimens 1918.104.22.168 and 102, especially because many of the comparisons were made at the NHM UK).
In reevaluating the data partly in light of the removal of L. chengi specimens from the sample of L. m. melanorhyncha, it became clear that the circumscription of melanorhyncha to southeast China was artificial. Based on broad patterns of avian distribution, biogeographically it seems more likely that birds from Tonkin (N Vietnam) and northern Laos would be of the same taxon as those from southeast China than identical to Himalayan birds. Indeed, when birds from these areas are pooled with southeast Chinese birds, variances of univariate measurements are typically lower both for L. m. mandelli and L. m. melanorhyncha, and PCAs show that the two cluster largely separately, even though only bill and wing lengths are significantly different. However, with a larger sample it seems almost certain that greater levels of statistical significance would be found between measurements of L. m. mandelli and L. m. melanorhyncha (sensu stricto), the latter being on average smaller in many measurements than the former. Despite this, no genetic or vocal differences between the two subspecies were found in the present study.
In summary, on the basis of this evidence we recommend continued recognition of L. m. melanorhyncha as a subspecies of L. mandelli, but with an expanded range including northern Laos and Tonkin. The subspecific allocation of the population in northern Thailand is unclear because all Thai specimens studied were too incomplete to include in multivariate analyses. Sichuan birds best fit with L. m. mandelli on size but cannot be definitely determined to subspecies on the basis of available material. Whether differences are clinal and exactly where the range limits lie requires further investigation that is outside the scope of this study.
The Sichuan Bush Warbler Locustella chengi, which we describe herein, is endemic to China, where it breeds locally commonly at mid-elevations in the mountains of Sichuan, Shaanxi, Hubei, Hunan and Guizhou provinces, with a single record from NW Jiangxi province. It is unknown from the non-breeding season. It differs consistently from L. m. mandelli/melanorhyncha in song and morphology, and these two species are reciprocally monophyletic in our analyses of cytb, although their exact positions in the tree are unresolved. Locustella chengi and L. m. mandelli/melanorhyncha are locally sympatric in S Sichuan, where they are almost exclusively altitudinally segregated, and we believe that they are reproductively isolated. That is remarkable in view of their slight cytb divergence (0.6–1.3/1.4%, mean 1.0%), which is considerably lower than between most other bird species. The other taxa, seebohmi, montis and timorensis, which are currently classified as separate species, and idonea, which is treated as a subspecies of L. mandelli, are all allopatric. Their taxonomic ranking is open to question, mainly because of recent divergence and slight differentiation, but also due to lack of data. However, with respect to seebohmi, montis and idonea, their overall differences from each other and from L. m. mandelli/melanorhyncha and L. chengi are almost on the same scale as those between L. m. mandelli/melanorhyncha and L. chengi, although the variation in song is greater within what is presently treated as L. montis than between some of these taxa. Accordingly, we tentatively consider L. seebohmi, L. montis and L. idonea to be separately evolving lineages, which deserve treatment as species, although we prefer to treat the taxon timorensis as a subspecies of L. montis. We note that further research will probably show further differentiation within L. montis, and should also cast light on the recently discovered population on Alor, for which only vocal data are presently available. We show that the Mt Victoria population is vocally distinctive but lacks a name and is unrepresented by specimens. We redefine the ranges of L. m. mandelli and L. m. melanorhyncha. Future research should focus on the Mt Victoria population of L. m. mandelli and different populations of L. montis, including Timor and Alor birds.
Availability of supporting data
All new sequences have been submitted to GenBank (Additional file 1: Table S1), and all sound recordings used to produce sonograms are available either in AVoCet (http://avocet.zoology.msu.edu), xeno-canto (http://www.xeno-canto.org) or Macaulay Library (http://macaulaylibrary.org).
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Staff of the following museums allowed access to the collections and in many cases loan of specimens under their care and/or collected by them: Paul Sweet, American Museum of Natural History (AMNH), New York, New York; Ning Wang, Beijing Normal University, Beijing (BNU); Nathan Rice, Academy of Natural Sciences (ANSP), Philadelphia; Robert Prŷs-Jones and M. P. Adams, The Natural History Museum (NHMUK; specimen acronym BMNH), Tring, UK; Kevin McGowan, Cornell University Vertebrate Collections (CUVC), Ithaca, New York; John Bates, David Willard, and Ben Marks, Field Museum of Natural History (FMNH), Chicago, Illinois; Peng He, Institute of Zoology (IOZ), Chinese Academy of Sciences, China; Luming Liu, Kunming Institute of Zoology (KIZ), Chinese Academy of Sciences, Kunming, China; Mark B. Robbins, University of Kansas Biodiversity Institute (KUMNH), Lawrence, Kansas; Alison Pirie and Jeremiah Trimble, Museum of Comparative Zoology, Harvard University (MCZ), Cambridge, Massachusetts; Jerome Fuchs and Patrick Bousses, Museum national d’Histoire naturelle (MNHN), Paris; Dewi Prawiradilaga, Hidayat Ashari, and Darjono, Museum Zoologicum Bogoriense (MZB), Cibinong, Java; Steven van der Mije and Rene W. R. J. Dekker, Naturalis (NNM, specimen acronym RMNH), Leiden; Per Ericson, Swedish Museum of Natural History (NRM); Les Jessop, Hancock Museum (NEWNHM), Newcastle-upon-Tyne, UK; Brad Millen, Royal Ontario Museum (ROM), Toronto, Ontario, Canada; Philip D. Round, Thai National Research Collection (TNRC); Diarmaid Ó Foighil and Janet Hinshaw, University of Michigan Museum of Zoology (UMMZ); Gary Graves, Storrs Olson, and Helen James, National Museum of Natural History, Smithsonian Institution (NMNH, specimen acronym USNM), Washington, D.C.; Fred Sibley and Kristof Zyskowski, Yale Peabody Museum (YPM), New Haven, Connecticut; Cees Roselaar, Zoological Museum of Amsterdam (ZMA, specimens now at NNM); Sylke Frahnert and Jürgen Fiebig, Museum fur Naturkunde (ZMB), Berlin; and staff of the Zoological Museum Hamburg (ZMH). We also thank Jeremiah Trimble, MCZ, for measuring the syntype of Cettia russula and Mark B. Robbins and Diego Roldán-Piña for their involvement in collection of the KUMNH L. idonea specimen. We are most grateful to Des Allen, Björn Anderson, Bas van Balen, Arnoud van den Berg, Kim Chuah Lim, Magnus Gelang, Qin Huang, Rob Hutchinson, Peter Kennerley, Frank Lambert, Yulong Li, Jiansheng Lin, Jonathan Martínez, Pete Morris, Craig Robson, Philip D. Round, Pratap Singh, Menxiu Tong, Colin Trainor, Philippe Verbelen, Chentao Wei, Chunfa Zhou, Jiansheng Lin and Roland Zeidler for sound recordings and/or additional information; Wang Qingyu for facilitation and assisting P.I.H. during multiple visits to Sichuan, Shaanxi, Yunnan and Jiangxi; Min Zhao, Peng Li and Yongjie Wu for field assistance in Sichuan and Xuebin Gao and Zuohua Yin for field assistance in Shaanxi and Guoling Chen for lab work. We gratefully acknowledge the Laojunshan Nature Reserve Management Bureau for providing support for field work (to B.D., P.A., Y.L., P.R. and J.Z), and the Chinese National Science and Technology Basic Work Program–The Comprehensive Scientific Survey of Biodiversity from Luoxiao range Region in China (2013FY111500) (to Y.L. and J.Z). For assistance making recordings in Java, we thank Imam Taufiqurrahman, Nurdin Setio Budi and Waskito Kukuh Wibowo. Joseph Shemanski and Sierra McWilliams helped enter recordings into AVoCet. P.C.R. thanks the Delia Koo Global Faculty Endowment, Asian Studies Center, Michigan State University, for travel support. For financial support, we are most grateful to Jornvall Foundation (to P.A.), the Sound Approach (to P.A. and U.O.), the Chinese Academy of Sciences Visiting Professorship for Senior International Scientists (No. 2011T2S04, to P.A.) and Swarovski Hong Kong Ltd. (to P.A.). Three anonymous reviewers made helpful comments.
The authors declare that they have no competing interests.
The original planning was done by PA, CX and UO, with later input from PCR In addition, PA collected specimens, DNA samples, sound recordings, morphometrics and other data in the field, carried out the vocal and phylogenetic analyses, and wrote the first draft; CX collected specimens, DNA samples and sound recordings, and measured and statistically analysed the vocal variables; UO collected DNA samples and sequenced 60% of the samples (including all of the toepad samples); PCR collected and analysed the morphological data, and wrote the first draft of those sections; LD sequenced several L. chengi; BD collected much data in the field; JZ and YL collected DNA samples, sound recordings and other data in the field; PJL and GJC. collected DNA samples, morphometrics, sound recordings and other data in the field; HLM. collected a specimen and DNA sample of idonea; PIH collected sound recordings and other data in the field; S.G. participated in the collection of the holotype of L. chengi; TC sequenced three L. chengi; YL, YZ and FL conceived the study, and YL prepared the map figures. All of the authors read and approved of the manuscript.
Localities of DNA and song samples for the Locustella mandelli complex.
Summary statistics for PCAs for the Locustella mandelli complex. First external measurement character set was maximized for inclusion of specimens of all taxa, so no bill measurements were included. Second external measurement character set includes only birds in adult or first-winter plumage sexed as males or unsexed. Loadings deemed especially important in bold italic, those of intermediate importance in bold only.
Univariate measurements of song variables of the Locustella mandelli complex. 1a – lowamp part of principal note; 1b – highamp part of principal note; see Figure 2 for further explanation of terms. MANOVA was used to assess the overall differences between all 18 variables (Pillai’s Trace = 0.943, F = 78.664, p < 0.001), followed by one-way ANOVA for each variable.
Univariate measurements of song variables of different L. montis populations. 1a – lowamp part of principal note; 1b – highamp part of principal note; see Figure 2 for further explanation of terms.
Function Coefficients. Standardized Canonical Discriminant Function Coefficients for DFAs on song of (A) the L. mandelli complex (see Figure 12) and (B) L. mandelli and L. chengi (see Figure 13). Only results for functions with significance levels p < 0.05 are presented. See Additional file 1: Table S1 for relevant statistics.
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Alström, P., Xia, C., Rasmussen, P.C. et al. Integrative taxonomy of the Russet Bush Warbler Locustella mandelli complex reveals a new species from central China. Avian Res 6, 9 (2015). https://doi.org/10.1186/s40657-015-0016-z
- Cryptic species
- Locustella seebohmi
- Locustella mandelli
- Locustella montis
- Locustella timorensis
- Locustella alishanensis
- Locustella idonea
- Integrative taxonomy