THE heron family contains many interesting and puzzling cases
of aberrant plumages. Examples from the North American herons
are the Reddish Egret (Dichromanassa rufescens), with a normal and
a white plumage, and the Little Blue Heron (Florida caerulea), with
an immature white and an adult blue plumage. During my travels
in the South Seas I saw almost daily individuals of the Reef Heron
(Egretta sacra) which has a white color phase in addition to a normal
gray one. When I first heard of the Great White Heron (Ardea
occidentalis), I was certain that this so-called species was nothing
but a locally distributed color phase of the Great Blue Heron (Ardea
herodias), but then I became uncertain. It is museum workers like
Ridgway and me who are inclined to consider the Great White Heron
as conspecific with the Great Blue, while many of the naturalists
who have studied them in the field considered these two forms good
species. Holt (1928) presented the evidence in favor of the specific
distinction of the Great White Heron so convincingly that his thesis
was adopted in the Check-List of the American Ornithologists' Union
and by the great majority of subsequent writers.
Yet, much as has been written about the Great White Heron, it
has never been studied from a modern point of view. The new
systematics, for which the population is the basic unit, always asks
two questions when comparing two similar morphological types:
(1) Are individuals of these types merely divergent members of a
single population, or are there in fact two ? In the present case: Are
the Great White Herons merely albino individuals of the Great Blue
Heron, or do they form a separate population?
(2) If it is a separate population, is it reproductively isolated?
If this question is answered with yes, the population is considered a
good species. It is a subspecies, however, if it freely interbreeds
with other populations.
First Question. What is the evidence for the alternative "albino
individuals versus a discrete population"? Holt (1928) cites a num-
ber of points, which he considers as proof of the "population" character
of the Great White Heron:
(1) Whiteness. "It is a pure white bird." This, of course, does
not prove specific distinctness, because it is equally true for the white
color of such unquestioned color phases as that of the Reddish Egret
and Reef Heron.
(2) Bill. "The Great White Heron has a relatively larger bill
than Ward's Heron." To determine the validity of this statement
I have determined the bill index (length of the bill in per cent of
wing length) in eleven adults of occidentalis and in fifteen adults
of Ardea herodias wardi. This index is as follows:
occidentalis: 28.7, 29.1, 29.6, 31.0, 31.1, 31.5, 31.8, 33.0, 33.1, 33.9,
35.2. Mean: 31.6.
wardi: 27.5, 28.3, 28.7, 28.7, 28.9, 28.9, 29.4, 29.7, 29.8, 30.5, 30.5,
30.9, 31.1, 32.3. Mean: 29.7.
These figures show that of the 26 measured birds 20 are in the zone
of overlap. Two wardi have a shorter bill than any occidentalis,
and four of the latter a relatively longer bill than any wardi. There
is thus an average difference in the relative length of the bill, but much
overlap.
(3) Plumes. "The occipital plumes of occidentalis are reduced or
absent." There can be no argument about this fact, only about its
interpretation. Other cases are known, where albinos differ in feather
structure from wild color birds. Yet, the evidence in the present
case is rather overwhelming in favor of the assumption that the
shortness of the occipital plumes is a population character of the
Key West birds as compared to Florida mainland birds, rather than
a by-product of whiteness in white individuals.
Our first question then can be answered with fair assurance: The
Great White Herons are not merely albino specimens of Ward's
Heron, but form a mangrove population in the Key West area which
differs from Ward's Heron on the mainland not only by the white
coloration, but also by shorter plumes and an average larger bill.
This agrees with the findings of Holt and other recent investigators.
Second Question. What is the taxonomic status of this popula-
tion? Is it a good species or is it an island subspecies of the Great
Blue Heron?
Holt came to the conclusion that it was a good species and this
conclusion has been accepted by the A.O.U. Check-List Committee.
The arguments cited in favor of this decision are three:
(1) There is a behavior difference between the two kinds of herons.
"The Great White Heron is a much shyer bird than the Great Blue."
This observation of the older authors is not confirmed by more recent
investigators. Sprunt, Robert Allen, Dan Beard, and others have
written me that the shyness of these herons is directly proportional
to the amount of persecution they suffer. Formerly, the Great
White Herons were exposed to the unmerciful depredations of the
Key West sponge fishermen. Since their protection they have
become much less shy. Whether or not shyness is always an "ac-
quired" characteristic of a population or at least in part innate, is
still disputed.
(2) They differ in their ecology. "The Great White Heron is a
maritime species. The Great Blue is a fresh water bird." Again the
assertion is not correct. To be sure, the Great White Heron is un-
doubtedly a salt water population. However, there are also many
salt water populations of the Great Blue Heron, particularly along
the coasts of the Gulf of Mexico, all the way from Florida to Mexico,
and perhaps in the West Indies.
(3) "The two species nest side by side in Florida Bay and on the
Key West Islands." This is the most difficult statement either to
prove or to disprove. Additional facts need to be collected. Yet,
there is already a great deal of evidence available that is highly sug-
gestive:
(a) Many pairs have been found of which one parent was white,
the other blue; among the young in many nests there have been both
white and blue birds.
(b) An intermediate plumage type is known, the so-called "Wr-
demann's Heron." These intermediates are extremely variable.
Some are entirely white-headed and otherwise very pale. Others
appear indistinguishable from the Great Blue Heron except for having
the occipital plumes shorter and with more white. It would be
impossible to distinguish such birds in the field from Ward's Herons.
(c) All presumed "Ward's Herons" collected by Holt on the
islands of Florida Bay turned out to be Wiirdemann's Herons when
subsequently carefully examined in the museum (Holt, 1928).
(d) The only "Ward's Heron" from the Keys, examined by me,
turned out to be a winter visiting Great Blue Heron from the north.
In fact, I do not know of the existence in any museum of a single
breeding specimen of pure Ward's Heron from the Florida Keys.
However, so many so-called Ward's Herons have been observed in
Florida Bay that their presence there can hardly be disputed.
(e) Dimorphic populations of the Great Blue Heron are known
from the West Indies (Cuba, Isle of Pines, Jamaica) and Yucatan.
In fact, an occasional white or wrdemanni-like bird may occur any-
where within the range of the Great Blue Heron (see local records in
several of the states north and west of Florida, often recorded as
Great White Herons, rather than as albinos).
The cumulative weight of these five points of evidence is very
strongly in favor of accepting occidentalis as a dimorphic subspecies
of the Great Blue Heron, localized in the Florida Keys.
THE HISTORY OF THE GREAT WHIT E HERON
In view of wide distribution of the Great Blue Heron on the main-
land of America, without conspicuous geographic variation, it would
seem legitimate to ask, how the very distinct dimorphic race of the
Florida Keys evolved. Evidently this leads into the realm of specu-
lation. We know that other dimorphic populations of this species
(of smaller body size) occur on some of the Greater Antilles, although,
here, the percentage of white birds in the population is comparatively
small. There is little doubt that occidentalis is derived from such a
dimorphic West Indian population. What we do not know, and
probably never will, is whether the founders of the Florida Key
population were, by chance, white and thus gave rise to a prevailingly
white population or whether the white gene had a superior survival
value on its genetic background in the ecologically distinctive en-
vironment of the Florida Keys. The "isolation effect" (Mayr, 1954)
might have played a role in this change. Regardless of the reasons,
the fact remains that in the Key area an endemic population developed
consisting predominantly of white birds. This population appears
to have been at one time quite effectively isolated from mainland
birds, possibly because of some of the Pleistocene changes of climate
and sea level. During this isolation genetic changes occurred which
now find their visible expression in an enlargement of the bill, a reduc-
tion of the occipital plumes, and (as we shall presently see) in the
acquisition of genes modifying the blue plumage from the Great Blue
type in the direction of the Wfirdemann type.
In due time the isolation broke down and the Key population came
again in contact with the mainland population of the Great Blue
Heron (warall). This occurred particularly on the inner Keys and
on the islands of Florida Bay. There seems to be an increasing
infiltration of genes from the mainland onto the islands of Florida
Bay. It is here that observers most often see birds that seem to be
wardi. R. P. Allen tells me that according to his recollection, on
the outer Keys, where the gene infiltration from the mainland is not
so pronounced, W'tirdemann's Herons tend to be more often of the
extreme type (white head, very pale) than on the inner Keys of
Florida Bay.
Here we are up against an as yet unsolved problem. The great
variability of so-called W'tirdemann's Heron and the field observations
of mixed white-blue pairs show clearly that occidentalis mixes with
"warall." However, what we do not know yet is the answer to this
simple question: Do occidentalis and mainland birds hybridize in
this zone only occasionally or do they interbreed at random in their
zone of contact?
This question, which corresponds closely to the Snow Goose--
Blue Goose problem, can be solved only by field observation. Quanti-
tative studies must be made on islands in the contact zone, that will
show whether the frequency of mixed pairs corresponds to that ex-
pected by chance or is lower. Some casual observations by corre-
spondents of mine suggest that possibly there is a tendency among
blue birds to mate with blue birds, and of white to mate with white.
But to say anything further would be pure speculation. The time
has come for solid field work. The problems that need to be solved
are the following:
(1) Study of variability of wirdemanni on the Keys. Apparently
they vary from almost wardi-like birds (with shortened plumes) to
"extreme" wrdemanni with much white in the plumage.
(2) The ratio of blue to white birds should be determined on some
of the Keys, particularly inner and outer Keys. These censuses
are most important. Is there a elihal increase in the percentage of
blue birds toward Florida?
(3) The study of mated pairs. Is it true that there is no random
mating, but a preponderance of matings of blue birds with blue birds
and of white birds with white birds ?
(4) Is there a difference in the breeding seasons of blue pairs and
white pairs found on the same island ?
(5) Are there any nests in which both parents are white, but some
of the young are blue? Or, both parents blue and some of the young
white ?
THE OENETmS O .4 rdea occidentalis
The older literature gave an altogether erroneous picture of the
genetic situation. It stated that the white "species," Ardea occiden-
talis, met in the Keys the blue "species," Ardea herodias (in the sub-
species wardi), and produced an intermediate hybrid, W'tirdemann's
Heron. The true facts appear to be quite different. Since white
as well as blue young are often found in nests, attended by a white
and a blue parent, it is evident that a fairly simple mode of Mendelian
inheritance is involved. The population of the Florida Keys is
dimorphic, with a vast preponderance of white birds. The blue
individuals of this population are not "normal" blue birds of the
mainland type, but are, as Holt found out, more or less of the W'tirde-
mann type. There is good indirect evidence for the existence of a
continuous inflow of blue genes from the mainland into the inner
Keys, resulting in an increased percentage of blue birds in this area
and in the production of blue birds in which the "extreme" Wfirde-
mann characters are minimized.
In order to translate this information into the terminology of
formal genetics we have to know first whether white or blue color
is dominant. Mixed matings of white and blue birds do not give
us this information. If both types of young are found in the nest
and if white is dominant (white = W; blue -- ww), such a mating
would have the constitution Ww (white) X ww (blue). If blue were
dominant (blue = B; white = bb), the genetic constitution of the
parent birds would be: bb (white) X Bb (blue). Such back crosses
of heterozygotes can shed no light on the question of dominance.
What we need are cases where a cross of two similarly colored birds
produces two kinds of offspring. This is possible only if both parents
are heterozygotes (Ww or Bb). If both parents are white and yet
produce white and blue young, then white (W) is the dominant gene,
according to the formula: Ww X Ww = WW and Ww (white) and
ww (blue). If both parents are blue, and yet produce blue and white
young then blue (B) is the dominant gene according to the formula:
Bb X Bb = BB and Bb (blue) and bb (white).
Are such pairings known ? Mr. A. Sprunt writes me that he believes
he remembers several cases where two white parents produced blue
offspring. If this recollection is valid, it would prove that the white
gene is dominant.
It is evident that this genetic model does not provide an explana-
tion for Wfirdemann's Heron, with its pale color, shortened plumes,
and lengthened bill. It is highly probable that these characters
are produced by a whole complex of modifying factors which evolved
in the Key population during its isolation. If, at the risk of over
simplification, we should use the genetic symbol M for this modifying
complex, and assuming white (W) to be dominant, we would have
the following constitution for the three kinds of Herons:
Great White Heron
ww MM
Ww Mm
mm
Wfirdemann's Heron ww MM
Mm
Great Blue Heron
(Ward's)
ww mm
It seems to me that such a genetic model is consistent with the
facts as known up to the present.
I would like to acknowledge the great help I have had in this study
from Robert P. Allen, Daniel B. Beard, James Bond, S. A. Grimes,
and Alexander Sprunt.
LITI,RATURI, CITID
HOLT, E.G. 1928. The status of the Great White Heron (Arda occidentalis
Audubon) and W/irdemann's Heron (Ardea wardemannii Bakd). Sci. Publ.
Cleveland Mus. Nat. Hist., 1: 1-35, 6 pls.
MawR, E. 1954. Change of genetic environment and evolution. In: J. Huxley,
A. C. Hardy, and E. B. Ford (eds.) Evolution as a process. pp. 157-180.
Museum of Comparative Zoology, Cambridge 38, Massachusetts, Novem-
ber 16, 1954.