The publications of Beecher and Tordoff have stirred discussion rela-
tive to the classification of the oscines, particularly the nine-primaried
ones of the New World. Comments on the phylogeny of this group have
been limited to those who are primarily systematists and not comparative
anatomists. As a representative of the latter group I would like to call
attention to certain aspects of skull structure and to express certain views
which may help to refine our knowledge of the phylogeny of the oscines
and suboscines.
COMMENTS ON RECENT PAPERS
Tordoff (1954 a and b) has described the palates of the oscines and has
placed considerable weight on the occurrence of the "palato-maxillaries."
It is noteworthy that there is no mention of the development of the bones
of the palate as observed in nestlings, nor is there any attempt to relate
bony configuration to muscle form. Tordoff (1954a: 25; 1954b: 275)
hypothesizes that the palato-maxillaries are an adaptation for feeding
on seeds and fruits. Other species with a similar diet appear to lack this
structure, yet this has not been taken into consideration. A study
of functional anatomy should require more than a survey of the adult
structure and a more positive kind of correlation.
Beecher's (1950 to 1953) studies of the jaw musculature of oscines
is open to criticism. The illustrations, which have been cited as a major
contribution to anatomy, only support the conclusions in part. One
wonders why, for example, the shrikes were not placed closer to the
corvids and Old World orioles, which from his drawings they resemble
in their royology. The assumption that parallel fibers are the primitive
style and various grades of pinnate the advanced state has akeady been
discussed by Tordoff (1954). Supplementing his remarks is the point
that the development of a muscle is a functional response. Pinnate and
parallel fibers are adaptations; the one enables greater tension to be pro-
duced, the other has greater contractility. There is doubt that one
is more primitive than the other since both were probably present in
the reptilian ancestors of birds. I must agree with Tordoff (1954b: 282)
that "Perhaps all that can be said is that both parallel and pinnate
jaw muscles occur, in various groups throughout the world."
Beecher's (1953: 272) assumption that muscles "are more conservative
than bones," disregards a great deal of comparative study, including
that of the jaw muscles (see Starck and Barnikol, 1954). The anatomist
can only accept the proposition that sometimes myology will yield
valuable features, while elsewhere bone characteristics will be more useful.
As to the taxonomic value of the jaw muscles described by Beecher,
it is not surprising that they should have limited use in such a closely
related array as the oscines, since the bill form and the use of the bill,
with which they are associated, already indicate the same relationships
in most cases.
The search for the restricted group of anatomical features on which
to base a phylogeny must end in disappointment. This comment might
lead one to return to the safe attitude that an anatomical solution to the
classification of birds is next to the impossible. To the contrary, both
of these contributors have helped clarify relationships within the oscines.
What is needed, in the words of Tordoff, are "more studies of both bones
and muscles." We need more facts concerning both developmental and
adult anatomy. Facts from experimental manipulation during develop-
ment would also be desirable. It is also clear at this time that we need
to know how to interpret information (i.e., to discern the phylogenetic
lines) as much as we need new information.
As a step in this direction, I would like to discuss certain aspects
of the skull structure. This discussion is based on an examination of the
materials in the osteological collections at the Museum of Comparative
Zoology at Harvard University, the American Museum, and the United
States National Museum. A list of the species examined was not kept
although notes were taken on representative specimens of many passeri-
form families (Appendix 1). It was largely from these notes that the
views expressed here were derived. Developmental stages (Appendix 2)
for a restricted number of passeriform families were collected, along with
adult examples. These are in the writer's possession. This study is
a part of a more general one supported by National Science Foundation
Grants (C,-1737, C,-3861).
FEATURES OF THE SKULL HAVING POSSIBLE
PHYLOGENETIC VALUE
The "palato-maxillaries". The development of the passefine skull has
been described at length by Parker (1874-77), yet the true nature of the
"palato-maxillaries" has been lost (see Amadon, 1950; Tordoff, 1954a;
and Mayr, 1955). It should be stated at the start that the palato-max-
illary, as it occurs in the Emberizidae, is a remnant of the palatine process
of the premaxilla, not a new bone (fig. 2). A palatine process is charac-
teristic of all birds (about 15 orders examined--figs. 1-4). In the fam-
ilies Accipitridae (fig. 1A) and Falconidae these processes are most
reduced (vestigial).
AXLL
PALATINE
VC
/2 PA. LATAL pROCE_SS ,&
'/ PALATAL PROCESS '- ! ' -
MAXILLA
ER
A B c
Fm-J.J 1. Ventral view of anterior tip of palate showing the palatal process of
the premaxilla. A. Cooper's Hawk (Accipiter cooperil) just before hatching; B.
White Leghorn Chicken (Gallus gallus) just after hatching; C. Great Horned Owl
(Bubo virginianus) four week old nestling.
The fate of these processes varies: generally they fuse to the palatine
(prepalatine process of above authors), though they may fuse with the
maxilla or remain free. A free palatine process may be large or small,
or it may be cut off from its basal attachment by movement in this
palatine hinge area (as in Junco, fig. 2). The palatine process of Acan-
thorhynchus tenuirostris (Meliphagidaeas illustrated by Parker, 1877-79,
pl. XLVII) is unique in that it lies medial to the anterior end of the
palatine, not lateral or ventral to it as in most birds. Details of the
development and fate of the palatine process of the premaxilla may
contribute evidence as to the phylogeny of the oscines.
The pterygoid. Recent discussion of the palaeognathous palate by
VOMER
SEPTUM
LABIAL ARCH
A B C
FIGIJRI 2. Palates of three stages of Oregon Junco (Junco oreganus), Family Em-
berizidae. A. Juvenal at time of nest leaving; B. Fully fledged juvenal; C. Adult.
VOMER
FmJR 3. Palates of two stages of the House Sparrow (Passer domesticus), Family
Ploceidae. A. Nestling about half grown; B. Pterygoid moved to the right to show
anterior part; C. Adult.
McDowell (1948) and Hofer (1955) gives reason for reviewing the rela-
tionship between the vomer and the pterygoid. Figures 3A, 3B and-
5 show that in the nestling passefine the pterygoid is a unit structure
as in the palaeognath and its anterior end is associated with the vomer
(fig. 5). Later in development this association is confused. We must
adopt new terminology in order to describe more clearly this area. In
the passefine what has been called the "pterygoid" is actually only the
posterior part of that bone; the term posteropterygoid would be a more
useful name. The anterior part, the anteropterygoid ( = hemipterygoid,
PAP,ASPHENOID ROSTRUM
A B
FIGURI 4. Palates of two stages of House Finch(Carpodacus mexicanus), Fam-
ily Fringillidae. A. Nestling about half grown; B. Adult.
mesopterygoid of many authors, see Pycraft, 1900-03), fuses to the
palatine, thus creating a compound bone which can be called the pala-
topteryõoid.
The pterygoid is not subdivided into two parts in all passerine birds.
In Taraba sp? (American Museum 5342--Formicariidae), Xiphorhyn-
chus guttatus (American Museum 5753--Dendrocolaptidae), and Gly-
phorynchus sp? (American Museum 5077--Dendrocolaptidae) the
pterygoid is like that of the woodpecker and its anterior end is incom-
pletely fused to the palatine (just as in most palaeognaths). Among the
Piciformes there may be a joint between the parts as in Indicator varie-
gatus (U.S. National Museum 428639). From this it follows that the
palaeognath palate is present and hardly modified in some of the neo-
gnathous birds. Thus the passerine is more primitive in this feature
MESETH ,M .O!D. ;...:....: f.'.
3'" '" "1 PAP&SPHENOID ROSTRI..M
VOMER - ' """ -':,- ß , "'.--... ' ........
Fzcum 5. Dorsolateral view into orbit of nestling House Sparrow about half grown.
than many of the so-called "lower orders of birds" (i.e., the chicken, in
which the anterior end of the pterygoid arises separate from the posterior
part and fuses immediately with the palatine).
The posteropterygoid is fairly constant in its form and relationships
with the exception of the development of an epipterygoid process in the
woodpeckers (fig. 6A, see Verheyen, 1955: 14) and in Sitta (Sittidae).
This process may be related to the wood-pecking habit of these two groups
of birds. The passerine posteropterygoid (fig. 6B) has a small, dorsal
projecting, quadrate process on its posterior, outer end. This small pro-
cess is fairly characteristic of the group but it also occurs in the Coraciidae,
Meropidae, and the Momotidae.
The vomer. The passerine vomer is extremely modified in that it fuses
with chondral ossifications of the nasal capsule; Parker (1872: 224;
1875-79: 108, 109) has stressed this compound nature. He also described
as "septomaxillaries" separate nasal capsule ossifications which I have
observed only in the non-passerine species Monias benschi (U.S. National
Museum, 290927). The compound nature of the passerine vomer can
be identified by the term vomeroturbinal. A vomeroturbinal perhaps
is limited to the passerines---observed (?) elsewhere only in a specimen
of Nyctibius aethereus (U.S. National Museum 321588).
The prefrontal ( =lacrimal of most present authors). In the passer-
ines this bone may be large or absent (see Beecher, 1953, figures); in
the group as a whole it tends to be reduced in size. It may be pres-
ent (well developed or vestigial) or absent within a family (Icteridae).
In some species it does not appear even in the early stages of develop-
ment. Because of this variation it may be an indicator of the phylo-
genetic position of different families, subfamilies and genera, since it
PTERYGOIO
ORBITAL PROCESS QUADRATE/'
QUADRATOJUGAL '
A B
lCzGmE 6. A. Dorsolateral view into orbit of Pileated Woodpecker (Dryocopus
pileams). B. Posteropterygoid of Common Raven (Corvus corax) as seen from same
angle as in A.
can be assumed that in this case a well developed bone is more
primitive than a small one or the total absence of this structure.
There is no evident adaptive value to reduction in size of the pre-
frontal, although it may be related to body size. Reduction in size of the
body has usually been greater than that of the eye with the result that
this bone may have been crowded out by the relative expansion of the
orbit. This, however, is not the whole story since the passerine skull
features an increase in size of the lateral ethmoid plate which lies in front
of the eyeball. This plate has displaced the prefrontal forward so that
it no longer forms the anterior margin of the orbit. This type of orbital
modification is shared with the Caprimulgiformes and Apodiformes. Also
not all small species lack the prefrontal; for example, Troglodytes has it.
The same pattern of reduction of the prefrontal appears in the sub-
oscines and supports the supposition that the primitive bird was of med-
ium size and less narrowly adapted to food source or environmental
niche. Thus very large species and very small ones represent specializa-
tions in response to abundant or limited food niches--limited meaning
food sources which offer a small volume of matter for each unit ingested,
as well as limitation in the number of units available.
Absence ofjugal. The jugal bone is missing from the labial arch of the
upper jaw (zygomatic arch, quadratojugal arch) in the nestlings of
passerines examined (Appendix 2). This lack is shared with the genus
Falco and possibly with other groups and might be correlated with
increase in relative size of the orbit. In this feature the passerine may
be considered a specialized type. The labial arches of many more species
will need to be investigated before any conclusions can be reached.
"Ectopterygoid" ossification. In the development of the oscine, the
posterolateral angle of the palatine ossifies separately (seen only in Junco
oregonus and Pica p/ca--observed also by Parker, 1875-79: 109, and
called the transpalatine bone). This ossification appears about the time
the juvenal is fully fledged; within a week it has fused to the palatine.
That this bone is not a true part of the skull assemblage is shown by its
association with the palatine muscle and its late appearance.
ttolorhiny versus schizorhiny. This problem (Hofer, 1955) presents
the difficult question, of which came first. It can only be assumed that
holorhiny was primitive since this is the condition of the reptile, but the
type of holorhiny is open to question, and it could in fact have been the
style which Hofer has termed, "atypical schizorhiny" (better identified
as incisorhiny?). In the passerines the situation is not as complex as in
the Class Aves as a whole. Here the primitive, holorhinal opening has
a nicely rounded posterior angle. Modification of form toward schizor~
hiny is correlated with elongation and narrowing of the upper jaw and
changes in the relationships of the nasal capsule to the outer bones;
these changes accompany retention of movement in the frontomasal
hinge. A schizorhinal condition is approached by some dendrocolaptids
and furnariids. A more rounded nasal margin (superholorhiny!) has
developed in many short, thick-billed types. Thus, in the passeres, both
extremes appear to be specializations.
The same sequence probably occurred in the Class as a whole but the
pattern cannot be followed for the simple reason that both styles occur
in closely related groups, indicating independent variations. This seems
to be a functional characteristic related to several variables and probably
modification has gone independently in either direction. I am inclined
to agree with Hofer that the incisorhinal type appears to be the primitive
form.
DISCUSSION AND CONCLUSIONS
The skull of the passerine does not differ markedly in any feature from types found in "lower groups" but it does differ on the basis of a combination of features. This skull cannot be considered as more specialized than that of other groups; to the contrary it must be considered less specialized than many. Reduction in the size of the prefrontal of passerines suggests that, as in other orders, the families consisting mainly of medium-sized species (in terms of all kinds of birds) are the primitive. Since the medium-sized species are actually the largest passerines, evolution in this group has tended toward small species fitting into restricted habitats where small food units are available. From this we can assume that the crows and the several Australian families of large "blackbirds" (Callaeidae, Grallinidae, Cracticidae--including Pityriasis, Ptilonorhynchidae, Paradisaeaidae) are remnants of the ancestral oscine population--showing specialization, it is true, for various ways of life. Close to these would be the starlings, and in the nine-primaried assemblage the American blackbirds (Icteridae).
Where, or how, the small groups arose is not clear, since in their extreme specialization their origin has been obscured and can only be determined through detailed study (which as yet has not been carried out). It does not seem out of place to say that a recent approach (Mayr and Greenway, 1956), which lists the families with small species as if they were the more primitive and those with the large as if they were the more advanced (apparently on the basis of brain development), has reversed the real order of things. Admittedly the contemporary species, whether large or small, have been separated from their common ancestor for the same length of time, but the larger ones have probably retained more of the ancestral features in a recognizable form.
SUMMARY
Recent contributions to the phylogeny of the oscines are discussed and certain features of the anatomy of the skull reviewed. It is suggested that the form of the prefrontal is of value in determining the direction of evolution in the oscine. The development of this bone indicates that the large species of this suborder, as represented by the crows, are the more primitive while the small species are the more specialized. Other features of the skull suggest that the passerines may not be the most advanced birds.
APPENDIX I
Representative species of passeriform families on which much of the comparative
study is based. For convenience in reference (and not as an indication of the writer's
opinion) the order is basically that of Wetmore (1951). The association of
cathartes with the Sturnidae and Pityriasis with the Cracticidae represents the
writer's views.
Suborder Eurylaimi. Eurylaimidae: Calyptomena viridis, Smithornis capcrisis, Cory-
don sumatranus.
Suborder Tyranni. Dendrocolaptidae: Xiphorhynchus œuttatus, Glyphorynchus sp.,
Dentrocolaptes picummus. Furnariidae: Upucerthia dumetaria, A utomolus sp.
Formicariidae: Taraba sp. Rhinocryptidae: Pteroptochus albicollis. Cotingidae:
Pipreola riefferii, Rupicola peruviana, Cephalopterus ornatus. Pipridae: Pipra
mentalis. Tyrannidae: Pipromorpha oleaginea, Tyrannus tyrannus. Oxyruncidae:
Oxyruncus cristatus. Phytotomidae: Phytotoma rara.
Suborder Menurae. Menuridae: Menura superba.
Suborder Oscines. Oriolidae: Sphecotheres vieilloti. Corvidae: Pyrrhocorax pyrrho-
corax, Podoces panderi, Corvus corax. Cracticidae: Pityriasis gymnocephala,
Strepera graculina, Gymnorhina tibicen, Cracticus torquatus leucopterus. Grallini-
dae: Struthidea cinerea, Corcorax melanorhamphos. Ptilonorhynchidae: Ptilono-
rhynchusv iolaceus, Loria loriae. Paradisaeidae: Astrapia stephaniae, Paradisaea
apoda. Sittidae: Sitta carolinensis. Timaliidae: Garrulax canorum, Garrulax
striatus. Pycnonotidae: Microscelis virescens. Troglodytidae: Troglodytes aedon.
Laniidae: Lanius collurio. Callaeidae: Callaea cinerea, tteteralocha acutirostris.
Sturnidae: Gracula religiosa, Scissirostrum dubium, Picathartes oreas. Melipha-
gidae: Foulehaio carunculala, Anthornis melanura. Zosteropidae: Zosterops
montana. Parulidae: Mniotilta varia, Seiurus aurocapillus. Icteridae: Ostinops
decumanus, Cassicus sp., Sturnella magna.
APPENDIX 2
Developmental stages, in the possession of the writer, used in the preparation of this
account. Adult specimens of each were also available. The arrangement of families
is modified from Wetmore (1951).
Hirudinidae. ttirundo rustica: 1 specimen, nearly fledged.
Coryidac. Pica pica hurlsonia: 20 specimens of fifteen stages, half incubated to fully
fledged.
Mimidae. Dumetella carolinensis: 1 specimen, half fledged.
Turdidae. Turdus migratorius: 1 specimen of each of two stages, half fledged and
nearly fledged.
Sturnidae. Sturnus vulgaris: 8 specimens of four stages, half to fully fledged.
Icteridae. Quiscalus quiscula versicolor: 1 specimen nearly fledged.
Ploceidae. Passer domesticus: 5 specimens of four stages, half to fully fledged.
Emberizidae. Junco oreganus: 1 specimen of each of three stages, half to fully fledged.
Fringillidae. Carpodacus mexicanus: 1 specimen of each of three stages, just hatched
to nearly fledged.
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