THv. Indigo and Lazuli Buntings (Passerina cyanea and P. amoena) are
closely related complementary species that breed chiefly in the eastern
half and western half, respectively, of the contiguous United States.
Their breeding ranges overlap in the southern Great Plains, and hybrid-
ization there has been described by Sibley and Short (1959) from southern
Nebraska and northeastern Colorado through the western two-thirds of
South Dakota. This present study extends documentation of hybrid-
ization northward into North Dakota and eastern Montana, and dis-
cusses the identification of hybrid characteristics in buntings. Pheno.typic
characteristics of specimens from extreme eastern and western United
States are described and compared with those from the overlap area to
elucidate variations resulting from hybridization. The term hybridization
as used in this paper is defined broadly as interbreeding between indi-
viduals of morphologically and genetically distinct populations and also
interbreeding between hybrids and pures or between hybrids. Thus a
hybrid could be F1 (Indigo x Lazuli), a backcross (F1 X Indigo or F1
x Lazuli), or a specimen representing any combination of Indigo and
Lazuli genes.
Both species occur around brushy vegetation along the edges of wood-
lands. Their songs and calls, general behavior, and nests and eggs are
similar. Songs of the two species differ slightly, that of the Lazuli being
approximately one and one-half times as fast as the song of the Indigo
(Thompson 1969). In North Dakota the Lazuli's song seems to be more
choppy and shorter--1 to 2 sec vs. 2 to 3 sec in the Indigo. In a few
cases I noted atypical songs that turned out to be from obviously hybrid
specimens.
Recently male Indigos have been recorded quite often west to the Pacific
coast--in California: May 1950 (Cardiff 1951), June 1956 and 1957
(Bleitz 1958), February 1959 (Williams 1961), January 1963 (Wilbur
1963); in Washington: same bird in June and July 1958 (Calder 1966);
and in Nevada: June 1940 and 1951 (Richardson 1952). Sibley and
Short (1959) listed more western records including the western Great
Plains. In addition, Audubon Field Notes contains several Indigo records
in the far west. Lazulis have apparently been much less frequent in east-
ern localities, and I know of no Lazuli records east of the Mississippi
River.
In North Dakota buntings nest in low dense brush (e.g. Artemisia and
Rosa) near forest edges. Indigos seem to prefer brush near more mature
mesic woods, where Lazulis also occur. Lazulis are also common in more
xeric habitats such as draws with small stands of brush and short trees
of green ash (Fraxinus pennsylvanica) in western North Dakota. Indigos
are common only along the Sheyenne and Red Rivers, and locally un-
common to rare elsewhere (Fig. 1). Lazulis are common along the Mis-
souri River, in the Killdeer Mountains (10 miles northwest of Killdeer),
and in the Badlands. The total population of Lazulis is probably signifi-
cantly larger than that of Indigos, as indicated by the Lazuli's more dif-
fuse distribution within its range in North Dakota, and by Stewart and
Kantrud's (1972) data that show 21 pairs of Lazulis and only two, pairs
of Indigos in 130 quarter-section sample units scattered throughout North
Dakota. Woodlands along the. Souris (Mouse) and James Rivers support
relatively few buntings, possibly because of a scarcity of nesting habitats.
Buntings are rare in the aspen parklands in north central North Dakota
even in seemingly suitable habitats. Buntings apparently do not utilize
appreciably shelterbelts and tree plantings in uplands, and therefore con-
tact between Lazulis and Indigos has probably not increased significantly
as a result of man's tree planting activities. The opposite may be true
for flickers (Colaptes) and orioles (Icterus) (Sibley and Short 1964,
Short 1965, Anderson 1971).
MATERIALS AND METIIODS
This study is based on males only because the great similarity of females of the
two species makes identification of hybridity in females very difficult. During 1966-
69 and 1971 I collected 153 male buntings, concurrent with population studies of
forest-inhabiting birds, in North Dakota and eastern Montana and stored the spec-
imens in the North Dakota State University Vertebrate Museum. The specimens
include 35 adult and 5 subadult Indigos, 79 adult and 28 subadult Lazulis and Lazuli-
like hybrids, and 6 adult phenotypically medial hybrids. Most specimens were col-
lected from mid-June through mid-August, which seems to be the main nesting sea-
son of buntings in the northern plains. Specimens representing eastern populations
from Illinois and Arkansas to the east coast and western populations near the west
coast were examined at several museums mentioned in the Acknowledgments.
In the field the distance between the tips of bill and tail (with the specimen gently
extended to its total length) and the weight were determined. The following linear
measurements were taken after the specimens had been preserved by injection with
formalin: the chord of the wing, the tail from its insertion to the tip of the longest
rectrix, the bill from the anterior edge of a nostril to the tip of the upper mandible,
and the tarsus from the joint between the tibiotarsus and tarsus to the joint at the
bases of the toes. These measurements (except bill) are those described by Pettingill
(1970). Determining tarsal length was facilitated and made more consistent by mea-
suring to the axis of the hallux positioned at a right angle to the tarsus. This tech-
nique is valid only for birds with an incumbent hallux.
TABLE 1
HYBRID INDEX FOR ADULT MALE BUNTINGS x
Character Description Score
Upper breast
Abdomen and
lower breast
Wing bars
Head 3
Blue, as in Indigo ................................................................ 0
Traces of rusty ..........................................................................
One-half blue, one-half rusty ...................................................... 2
Traces of blue, or slight restriction by blue ................................ 3
Rusty, as in Lazuli ..................................................................... 4
Blue, as in Indigo ................................................................... 0
Traces of white ...................................................................... 1
One-quarter white ......................................................................... 2
One-half white, one-half blue ...................................................... 3
One-quarter blue ................................................................... 4
Traces of blue .......................................................................... 5
White, as in Lazuli ............................................................ 6
Absent, as in Indigo ............................................................... 0
Traces of white (not buffy white) bars ................................... 1
Medial, with blue patches or bands between white
tips and dark bases of middle secondary coverts,
or in adults restricted by dark bases ........................................ 2
Traces of blue between white tips and dark bases
of middle secondary coverts 2 .............................................. 3
White, as in Lazuli ...................................................................... 4
Deep blue, as in many Indigo ............................................... 0
Close to deep blue ..................................................................... 1
Medial .............................................................................. 2
Close to turquoise blue ...................................................... 3
Turquoise blue, as in many Lazuli ................................................ 4
ß The index is for the fully nuptial plumage. See text for explanation.
This description is true of many western subadult Lazulis that should therefore be scored
4 for this character.
Head color scores are not included in hybrid index scores for buntings.
A hybrid index or compound character index was devised to describe quantitatively
plumage pattern and color (Table 1). The hybrid index method has been used pre-
viously to describe hybridization between various species in mid-North America
(Sibley and Short 1959, 1964; West 1962; Short 1965). Short (1965) and Hubbard
(1969) describe and discuss the method which, briefly, involves assigning a score of
0 (zero) to a character (e.g. breast color) as expressed in one species and a maximum
score (e.g. 4) to the character as expressed in the other species. Intermediate scores
(i.e. 1-3) represent supposed effects of hybridization. In this way several characters
are scored, and the sum of these character scores (CS) for a specimen is the hybrid
index score (HIS) for that specimen. Thus as Table 1 shows, the HIS for a pure
Indigo is ideally 0 (0 q- 0 q- 0) and for a pure Lazuliis ideally 14 (4 q- 6 q- 4).
Hybrids would then have scores of 1-13.
MALE PLUMAGES
Major differences between the adult male Indigo and Lazuli plumages
are, respectively, blue vs. rusty upper breast, blue vs. white abdomen, no
white wing bars vs. white wing bars, and dark blue vs. light blue head
and neck. Scores for phenotypically pure and hybrid characters are given
in the hybrid index (Table 1). The plumages of the two species differ
in o.ther ways, but only those differences that proved valuable in describ-
ing hybridization are discussed here. Subadults (approximately 1-year-
old birds in their first breeding season) and adults differ in color of sev-
eral characters, but are best distinguished by the primary coverts, which
are brown in subadults and black with blue margins in adults.
The characters used in obtaining hybrid index scores (HIS) were the
colors of the upper breast, abdomen, and middle secondary coverts (wing
bar). Head color was not used because it is too variable (see Table 4).
Rump color was not scored because it is too similar in the two species to
be of much value.
Several complications arose during scoring the abdomen and middle
secondary coverts. These resulted in part from a delay in the completion
of the Indigo?s prenuptial (prealternate) molt of the winter (basic) plum-
age far into the breeding season. The Indigo adult winter plumage in-
cludes white abdominal feathers, and frequently not all of these. are molted
until late summer. Abdomens of nuptial Indigos with such white feathers
must be scored 0; otherwise the presence o.f Lazuli genes would be falsely
indicated. That the presence of such white feathers results from a delayed
prenuptial molt is shown by the following percentages, which are monthly
percentages of eastern U.S. adult male Indigos having worn brown mar-
gins on any of the proximal three pairs of secondaries, or white abdomens,
or whitish tips on worn middle secondary coverts (all these are winter
characters): May, 71 (74 of 105); June, 69 (36 o.f 52); July, 54 (29 of
54); and August, 42 (10 of 24). These monthly proportions are no.t all
the same (P < 0.025, x 2 = 10.87 with 3 dr). Thus at no time during the
breeding season do all adult male Indigos possess the fully nuptial plum-
age, as Dwight (1900: 214) also noted.
In this study adult Indigos that had not completed the prenuptial molt
were identified by the presence of ragged brown margins on any of the
proximal three pairs of secondaries. Of 158 birds with such secondaries
from eastern states, 76 had white feathers on the abdomen. Adult In-
digos with the fully nuptial plumage have black proximal secondaries
with smooth and broad blue margins. Of 90 specimens with such secon-
daries from eastern states, only two. had white abdominal feathers left
from the winter plumage. This association of white feathers on the ab-
domen with worn brown proximal secondaries and the decreasing per-
centages of adult birds having such feathers from May through August
indicate that these characters result from a delayed or incomplete pre-
nuptial molt, not from introgression (flow of genes resulting from hy-
bridization) from the Lazuli. Lazulis have no obvious prenuptial molt,
as specimens I studied had no new feathers in the spring or summer; all
feathers were very worn. Therefore in Indigo-like hybrids a delayed or
reduced prenuptial molt could result from introgression from the Lazuli,
but this would not be the case for Indigos far from the overlap zone. Ab-
domens with white feathers are typical of most subadult Indigos, and
were also assigned scores of 0.
Problems with scoring middle secondary coverts also resulted from a
delayed prenuptial molt in the Indigo. Middle secondary coverts. of the
Indigo's winter plumage have brown to whitish tips separated from black
bases by blue bands. Whitish tips would form a wing bar resembling
that of the Lazuli. These feathers of the Indigo's winter plumage can be
identified in the spring and summer by their worn brown margins, and
must be scored 0.
In adult Lazulis the middle secondary coverts occasionally have traces
of blue on the margins, which resemble the blue margins of the Indigo's
middle secondary coverts. Such feathers in Lazulis were indexed as pure
(CS: 4) unless the blue margins extended between the white tips and
brown bases. In subadult Lazulis such blue on the margins is typically
more extensive, but was also assigned a score of 4. Occasionally in adults
but more often in subadults the wing bars are very narrow, which may
result from wear or from introgression from Indigos. In the latter case
black or blue bases extend farther toward the feather tips than in pure
Lazulis.
The preparation of Lazuli museum skins sometimes produces apparent
Indigo-like characters. Failure to extend the neck to its normal length
may allow the blue throat to restrict the rusty band. Also, disarranged
blue feathers of the sides of the neck may restrict the breast band laterally.
RESULTS
Distribution of hybridization.--Nuptial plumages. of adult male bunt-
ings from eastern and western United States exhibit little variation in the
color and pattern of the upper breast, abdomen, and wing bars. Almost
all specimens had HIS of either 0 (pure Indigo) or 14 (pure Lazuli). Of
227 eastern adult Indigo only two had HIS greater than 0 (1 and 2),
which resulted from whitish tips on otherwise black and blue greater sec-
ondary coverts. Of 94 subadults four had HIS of 1 or 2 resulting from
white wing bars. Many subadults had buffy tips on the greater secondary
coverts, which were assigned CS of 0. O.f 127 western adult Lazulis only
three had HIS less than 14 (13), which resulted from restrictions of the
upper breast in one, and traces of blue in the wing bars of the other two.
In the northeastern half of North Dakota 30 adult and three subadult
male buntings were collected; all were phenotypically pure Indigo (Fig.
TAN
...... pWoø i[N ........
L-- _ L .-" ..... ....
Fig. 1. Phenotypic composition of bunting populations. Solid black : Indigo
(Hybrid index score, HIS, ---- 0), horizontal-vertical crosshatching = medial hybrids
(HIS = 5-8) diagonal crosshatching ---- Lazuli-like hybrids (HIS : 10-13), and
vertical hatching = Lazuli (HIS = 14). Sample sizes are given beneath each rec-
tangle. Underlined numbers represent sight records selected as necessary for ad-
ditional documentation.
1). Of the adults 13 still had worn brown inner secondaries of the winter
plumage, and seven of these 13 had white on the abdomen. All were as-
signed HIS. of 0 (see plumage section above for rationale). Of the 17
with nuptial blue and black inner secondaries none had white on the ab-
do.men.
Other collections include the following: along the Missouri River in
mid-North Dakota (including the Knife River) 4 Indigos, 3 medial hy-
brids (HIS = 5-8), 9 Lazuli-like hybrids (HIS = 10-13), and 11 Lazulis;
in southwestern North Dakota 2 Indigos, 9 Lazuli4ike hybrids, and 24
Lazulis; in and near the Killdeer Mountains (8 miles northwest of Kill-
deer) 10 Lazulis; and along the Missouri River near Williston and in
Montana 1 Indigo, 3 medial hybrids, 11 Lazuli-like hybrids, and 33 Lazulis
(including two Lazulis collected near Glendive). No apparent back-
crosses to Indigo or Indigo-like hybrids were seen or collected. Locality
and ecological data are given in more detail in Table 2.
Analysis o/hybrid plumage characteristics. All six hybrids with medial
HIS of 5-8 have very similar plumages. These birds may be first gener-
ation (F) hybrids because they are (1) phenotypically medial, (2) all
very similar as F hybrids are generally (Mayr 1963: 112; for examples
see Johnsgard 1971), and (3) phenotypically disjunct from all other hy-
brids (HIS = 10-13) collected in this study. All have very worn feathers
as in Lazulis and therefore apparently lacked a prenuptial molt, as do
TABLE 2
LOCALITY AND ECOLOGICAL DATA ]FOR COLLECTIOIqS x
No. of occurrences of
Locality name and description hybrid index scores
Valley City
Sheyenne riverine forests, 11 mi NNW Valley
City to 14 mi W Walcott 0 (25)
Cooperstown
Sheyenne riverine forests, 7 mi SE to 20 mi
NNW Cooperstown 0 (6)
Tree planting, 11 mi S Grand Forks 0 (1)
Velva
Souris riverine forests, 4 mi NW to 24 mi ENE
Velva
Bismarck
Missouri riverine forests, 9-14 mi SE Bismarck
Beaver Creek, 2 mi SE Linton
Washburn
Missouri riverine forests, 9-14 mi SSE Washburn
Knife riverine forests, 3 mi NNW Stanton and
2 mi SW Hazen
Riverdale
Missouri riverine forests
Williston
Missouri riverine forests
Killdeer
Forested Killdeer Mountains, 8 mi NW Killdeer
Little Missouri riverine forests, 19 mi W Grassy
Butte
Amidon
Small deciduous woods and brush along creeks
2 mi SW South Heart, along Heart River 0 (1), 14 (3)
2 mi E and 7 mi S Belfield 12 (1), 14 (3)
11 mi N Medora 0 (1)
1-3 mi SW and 6 mi S Medora 13 (1), 14 (6)
Small deciduous woods and brush along creeks
in scattered Ponderosa Pine forests, 10 mi
NW Amidon
Brush at edge of a cottonwood grove, northwest
side of Marmarth 14 (1)
Montana
Missouri riverine forests
20 mi ESE Culbertson 14 (2)
8 mi W Culbertson 13 (2), 14 (7)
5 mi ESE Wolf Point 13 (1)
2 mi SE Wolf Point 7 (1), 11 (1)
16 mi SE Nashua 14 (1)
10 mi SE Nashua 0 (1), 13 (2), 14 (4)
6-7 mi SSE Nashua 8 (1), 14 (9)
6 mi S Nashua 13 (1)
13 mi NNE and 8 mi N Glendive 14 (2)
0 (1), 0 (4)___, 14 (5__)
7 (2), 10 (1), 11 (1), 12 (1),
13 (1), 14 (5)
0 (1), 14 (1)
0 (1), 6 (1), 13 (2), 14 (3)
0 (2), 10 (1), 13 (2), 14 (2)
0 (1).__2 14 (6_2)
5 (1), 12 (1), 13 (3), 14 (8)
0 (1)., 11 (1), 14 (7)
14 (3)
12 (3), 13 (4), 14 (11)
The number to the left of each parenthesis is the hybrid index score and the number in each
parenthesis is the number of specimens with that hybrid index score. Underlined numbers represent
sight records that were added only as necessary for additional documentation. Hybrid index scores
for sight records are approximate.
TABLE 3
CI-IARACTER SCORES OF BUNTINGS
Breast Abdomen Wing bars
Locality 0 1 2 3 4 0 1 2 3 4 5 6 0 1 2 3 4
Eastern U.S. x 321 321 315 3 3
Eastern ND 33 33 33
Bismarck 1 2 1 2 7 1 2 3 7 1 2 3 7
Washburn 4 4 6 3 1 1 9 3 2 1 8
Williston 1 2 10 1 12 1 3 9
Killdeer 10 10 10
Amidon 2 7 26 2 33 2 6 27
Montana 1 2 1 5 26 1 1 1 32 1 2 2 30
Western U.S? 1 126 127 2 125
XAbbreviations: U.S. = United States, ND -- North Dakota.
Adults only.
Lazulis. Abdomens are largely white (CS: 4, 4, 4, 3, 4, 5) mottled with
blue, with the white extending as far anteflor as in pure Lazulis. This
dominance by white may result from a combined effect of a delayed pre-
nuptial molt of the white underparts of the winter plumage of Indigos
and the white abdomen characteristic of the Lazuli during the entire year.
White may thus not be entirely caused by Lazuli genes for a white ab-
domen, but partially by Lazuli genes for an absence of a prenuptial molt
(or lack of genes for a prenuptial molt like the Indigo's). The greater
secondary coverts are tipped with white, forming a very narrow white
wing bar on each wing. In two hybrids the bar is absent apparently be-
cause of wear. All middle secondary coverts have. white tips separated
from dark bases by blue bands (CS. = 2, 2, 2, 1, 2, 2). These white tips
form a wing bar that is approximately half as broad as in the Lazuli;
but in two hybrids the wing bar is narrower apparently because. of wear.
Head color is intermediate (CS : 2, 1, 1, 2, 2, 1). The upper breasts
are predominantly blue in five hybrids, and entirely blue in the other
(CS: 0, 1, 1, 1, 1, 1). Breast bands are thus more similar to the Indigo's
and abdomens are more similar to the Lazuli's, while wing bars and heads
are nearly medial. These hybrids are very similar to one described by
Breckenridge (1930) collected 26 June 1929 in Marshall County, Min-
nesota. Judging from Breckenridge's description the scores for upper
breast, wing bars, and abdomen would be 1, 2, and 4, respectively.
Of 29 Lazuli-like specimens that appear to be hybrids, only four can
be assuredly identified as such. Of these four, two have almost entirely
white abdomens and also white upper breasts with rusty scarcely evident.
The blue throat only slightly restricts the white upper breast. White up-
TABLE 4
PERCENT FREQUENCIES O HEAD SCORES OF BUNTINGS
(Sample
0 1 2 3 4 size)
Atlantic coast States
Michigan and Illinois to
Alabama and Mississippi
Minnesota to Arkansas
North Dakota Indigo (HIS x = 0)
Medial hybrids (HIS 5-8)
Lazuli-like hybrids (HIS = 10-13)
North Dakota and eastern
Montana Lazuli (HIS = 14)
Alberta to Arizona and New Mexico
Pacific coast states
19.1 80.9 (162)
33.6 66.4 (125)
14.3 85.7 (14)
42.5 57.5 (40)
50.0 50.0 (6)
3.4 10.3 72.4 13.8 (29)
10.3 66.7 23.1 (78)
27.5 66.7 5.9 (51)
19.4 62.2 18.4 (98)
HIS = hybrid index score, based on upper breast, wing bars, and abdomen.
per breasts are atypical of Lazulis, and did not occur in any buntings
examined except these two Lazuli-like hybrids. Blue bands are obvious
in the middle secondary coverts. In the other two. hybrids rusty on the
upper breast is much more obvious, but its extent is reduced considerably
by the blue throat. Blue is also present on the mostly white abdomen and
tips of the middle secondary coverts. The hybridity of other apparent
hybrids is questionable because they are so similar to the Lazuli, but seems
confirmed by the rarity of their hybrid characteristics in western Lazulis.
In all these birds blue flecks occur in the upper breast or middle secondary
coverts, while abdomens are entirely white. Often the white wing bar of
the middle secondary coverts appears reduced by dark bases, but this
could result from feather wear rather than from hybridization.
Character gradients.--Scores of all three characters change from Indigo.-
like to Lazuli-like in the same localities (Table 3). Such a concordant
change in expression is expected in zones of hybridization between two
well-differentiated gene pools in secondary contact. This contrasts with
discordant or independent geagraphical variation in areas of intergrada-
tion between geographical races in primary contact (Wilson and Brown
1953). Increased variability of expression is also obvious, and indicates
effects of hybridization (Mayr 1963: 380) with the production of F hy-
brids and backcrosses, rather than a smooth and continuous intergrada-
tion with no increased variability. Scores of head color (Table 4) of
North Dakota Lazuli-like specimens (HIS = 10-14) and Indigos (HIS
= 0) are not intermediate between western and eastern U.S. populations.
Thus na clines in head color between pure and hybrid populations are
obvious from these data.
Linear measurements and weight.--Two measurements of color pat-
terns were obtained from Lazuli-like buntings. The blue throat was mea-
sured from the lower mandible's posterior edge in between the two rami
along the medial line to the posterior edge of the blue. The rusty upper
breast was measured along the medial line from its anterior to posterior
edge. The means --- 1 SD (in mm) for throat lengths of 17 Lazuli-like
hybrids and 48 overlap (North Dakota and Montana) Lazulis are 28.05
--- 2.75 and 26.13 -+ 1.88 respectively, and for breast length 13.64 --- 2.77
and 16.13 --- 2.63 respectively. In both measurements Lazuli-like hybrids
and overlap Lazulis are significantly different (P < 0.025). Thus the
group of birds determined to be Lazuli-like hybrids by the hybrid index
method was intermediate between the Lazuli and the Indigo in both mea-
surements.
Comparisons of breast and throat measurements of North Dakota and
western Lazulis are spurious because of differences in the preparation of
specimens. Most North Dako.ta specimens were preserved whole by in-
jection with formalin and dried while extended to their total length.
Many Lazuli study skins at o.ther museums were shorter because heads
were tucked in close to the body, which greatly shortened the length of
the blue throat and to a lesser degree the length of the rusty breast.
In all five linear measurements and weight, North Dakota adult male
Indigos and Lazulis are significantly different (P < 0.025). Lazulis have
longer wings, tails, and total lengths, and greater weights, while Indigos
have longer bills and tarsi (Fig. 2). Medial hybrids (HIS = 5-8) are
significantly different (P < 0.05) from Indigos in all measurements ex-
cept total length and weight, and from Lazulis in all except bill, tarsus,
and weight. Lazuli-like hybrids (HIS = 10-13) are not significantly
different from Lazuli, although they are slightly intermediate in all char-
acters (except wing in which Lazulis and Lazuli-like hybrids are equal).
Thus size measurements correlate roughly with plumage characteristics,
as the measurements grade from one pure plumage phenotype through the
hybrids to the other pure plumage phenotype (Fig. 2).
Subadult and adult male buntings differ in some measurements, and
should therefore not be pooled. Five subadult Indigos have significantly
shorter wings and tarsi than 29 adults, and 16 subadult Lazulis have sig-
nificantly shorter wings, tails, and total lengths than 38 adults (P < 0.05).
DISCUSSION
Overlap of breeding ranges and hybridization in North Dakota and
Montana apparently resulted from immigration of Indigos into Lazuli
populations. Conversely apparently no Lazulis dispersed from the Mis-
I I I I ] I I
INDIGO ,
(29)
MEDIAL
HYBRIDS (6)
68.19--
ß 50.62
7.93'
17,01
143.1N
14.82
70,50
5,97
-144,5
18.10 \
16.37
I I I I
I
WING
TAIL
BILL
TARSUS
TOTAL LENGTH
WEIGHT
I' [ t I I I
7.43
LAZULI> INDIGO 7z.87--
\ 55.o8I
(18) 47
147.3 ,
15 .o
--72.88--
LAZULI (.58) .38,--
7", 44
16)24
ß 148.4
1S .30
: : I : : : : ', : : : : ', ;
Fig. 2. Relationship of linear measurements (mm) and weight (g) to plumage
of adult male Indigos (hybrid index score, HIS, = 0), medial hybrids (HIS : 5-8),
Lazuli-like hybrids (HIS : 10-13), and Lazulis (HIS : 14) from North Dakota
and eastern Montana. Decimal points represent graphic location of sample means,
and horizontal lines represent -+- 1 SD. Standard deviations for weight were too
large to graph. Sample sizes are in parentheses. Buntings collected in Montana dur-
ing 1971 are not included. The dashed line connects the averages of all six measure-
merits for each phenotype. The horizontal axis assumes different scaling for each
measurement.
souri to the James and Sheyenne Rivers. When hybridization occurs,
there is therefore considerable introgression of Indigo genes into Lazuli-
like populations, but little or no Lazuli introgression into Indigo-like
populations.
The westward dispersal of Indigos may depend on available forested
migratory and dispersal routes in the plains. Although buntings appear
to be principally nocturnal migrants and would not necessarily remain
near forests while migrating at night, they probably also migrate some
during daylight when they would prefer forested habitats for foraging.
Also buntings, especially subadults, might disperse considerably during
the time interval between the end of spring migration and the start of
breeding, as buntings breed relatively late in the season. Thus Indigos
migrating northward through eastern Kansas and eastern Nebraska would
reach the Missouri River valley, and might follow its forests northwest-
ward into western North Dakota and eastern Montana. Forests along
North Dakota rivers flowing westerly into the Missouri River might
provide dispersal routes into southwestern North Dakota. In contrast,
buntings would not tend to disperse eastward from the Missouri River
because in North Dakota and northern South Dakota the Missouri has
no tributaries from the relatively treeless country to the east. Thus any
Lazulis dispersing northeastward would not likely continue beyond the
Missouri River, although Lazulis have apparently established a small
population along the Souris River.
Two observations here may indicate that backcrossing toward the In-
digo is selected against. First there was no evidence of Lazuli genes in
Indigo-like populations in eastern North Dakota. Second, in overlap
areas where apparently pure Indigo and Lazuli stocks occur together no
backcrosses toward Indigo were seen or collected.
On the other hand, backcrosses toward Indigo may be rare simply by
chance alone, as indicated in two ways by Fig. 1. First, in areas of over-
lap Indigos are much less plentiful than L.azulis (except in the Souris
River area), and if random mating occurs hybrids would by chance breed
with Lazulis rather than with Indigos. Second, backcrosses to Indigo may
be absent in eastern North Dakota because Lazulis are absent, or at least
very rare. The data indicate that Lazulis are so rare in eastern North
Dakota that they would have almost no effect on Indigo populations.
While traveling along the Sheyenne River from Valley City to. Kindred
5-7 August 1968, I saw no Lazulis, but saw 79 singing Indigo-like males
that showed no obvious effects of hybridization.
The occurrence of apparently pure Indigos within the Lazuli range
indicates that isolating mechanisms have not completely broken down
(see Short 1969). Ample opportunities for mixed mating exist because
Lazulis breed in the same habitats as Indigos in the overlap area. Indigos
should not occur with Lazulis if random mating occurs with the production
of fully viable and fertile offspring, and if no immigration occurs. After
many generations of hybridization and backcrossing almost all individuals
should be hybrids, as appears to be the case in flickers (Short 1965).
In other words, free hybridization should result in clines (character
gradients) between parental populations (Mayr 1963).
Even if rapid immigration accounts for the occurrence of Indigos in
Lazuli range, hybrids might be more common if free interbreeding occurs.
For example, hybrid orioles (Icterus galbula) phenotypically similar to
the Baltimore Oriole (I. g. galbula) are the commonest oriole phenotype
in populations along the Missouri River in North Dakota where Bullock's
Orioles (I. g. bullockii) are very rare (Kroodsma 1970). Thus Baltimore
Oriole-like hybrids are very common even where the immigration rate of
Bullock's Orioles is apparently minimal.
Conversely, hybrid buntings may not be more common because of dis-
persal of Lazulis into areas of hybridization, which could mask or swamp
effects of hybridization with Indigos. Swamping may occur because In-
digos prefer more mesic woodland habitats along streams, which are not
plentiful in western North Dakota. Lazulis breed both in these mesic
areas and in surrounding drier habitats. Thus the very small local Indigo
populations in western North Dakota occur within larger and more eco-
logically diffuse populations of Lazulis (as also indicated by Stewart
and Kantrud's 1972 data) that might continually swamp pheno,typic ex-
pressions of Indigo genes.
According to Sibley and Short's (1959) indexing, 66 of 95 buntings
collected in South Dakota, Wyoming, Nebraska, and Colorado were hy-
brids. This apparently high frequency o.f hybridization contrasts with
results of this study in which only 35 of 153 buntings from North Dakota
and eastern Montana were indexed as hybrids. Also, many specimens
as indexed by Sibley and Short would appear to be backcrosses toward
Indigo or Indigo-like hybrids, while no such hybrids were collected in
North Dakota. Based on my study and specimens I have seen that were
indexed as hybrids by Sibley and Short, I believe that hybridization in
the southern Great Plains may be less extensive than their study indicates.
For example, of six specimens collected near Hastings and Crete in Ne-
braska, Sibley and Short indexed four as hybrids, while I indexed only
one as a hybrid. (These six specimens were the only buntings of Sibley
and Short's collection present in the Cornell University Museum at the
time of my visit; the rest were out on loan.) The difference resulted be-
cause Sibley and Short used head and rump color, which are relatively
variable in each species (see plumage descriptions above), and did not
recognize that adult male Indigos often have white on the abdomen dur-
ing the breeding season. Because of these differences in indexing no fur-
ther comparisons of hybridization in northern and southern areas of the
plains can be made, and a reappraisal of hybridization between buntings
in the southern Great Plains may be advisable.
ACKNOWLEDGMENTS
Fieldwork from 1967-69 was done as part of my Ph.D. program in the Department
of Zoology at North Dakota State University. I thank J. Frank Cassel, E. Charles
Meslow, John J. Peterka, Robert L. Burgess, and Richard D. Frye for their help
with my Ph.D. dissertation, of which this paper is a modified part. Carl W. Helms
at the University of Georgia reviewed the manuscript and gave helpful suggestions.
Three referees made many valuable comments on the manuscript. My research was
made possible by a National Defense Education Act Fellowship (Title IV) granted
by the U.S. Department of Health, Education, and Welfare. Persons at the follow-
ing institutions kindly permitted me to examine their specimens: American Museum
of Natural History, Chicago Field Museum, Cornell University Museum, Michigan
State University, National Museum of Natural History, and the University of Mich-
igan Museum of Zoology. Collecting permits were graciously issued by the North
Dakota Game and Fish Department, the Montana Department of Fish and Game,
and the U.S. Bureau of Sport Fisheries and Wildlife.
SUMMARY
During 1967-69 and 1971 male Indigo and Lazuli Buntings and their hybrids were collected in North Dakota and Montana and compared with buntings from extreme eastern and western United States to clarify the extent of hybridization. Identification of phenotypically pure Indigo Buntings was complicated by a delay in the completion of their prenuptial molt far into the summer, causing many of them to possess characteristics of the winter plumage that could be mistaken as indication of hybridization with Lazuli Buntings. Identification of such pure males with an incomplete nuptial plumage was accomplished by noting the presence of ragged (worn) brown margins on any of the proximal three pairs of secondaries.
Colors and color patterns of the upper breast, abdomen, and wing bars were analyzed by the hybrid index method. Population samples from eastern North Dakota were entirely Indigo. Samples from along the Missouri River in North Dakota, southwestern North Dakota, and along the Missouri River in Montana were mostly Lazuli, with a progressively lesser proportion of Lazuli-like hybrids, intermediate hybrids, and Indigos. Data of weight and several linear measurements corroborate data of the hybrid index method. Hybridization apparently resulted from dispersal of Indigo Buntings into the breeding range of the Lazuli Bunting.
The frequency of hybridization in the southern Great Plains as described by a previous study is greater than in North Dakota and eastern Montana, but may have been overestimated as shown by data in this paper.
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Institute of Ecology and Department of Zoology, University of Georgia
Athens, Georgia 30601. Accepted 21 January 1974.