The systematic relationships of the diurnal birds of prey (Falconiformes) are unresolved. The monophyly of the order has not been established, and the relationships of the families within the order and of genera within the three polytypic families are unclear. To derive a phylogeny for the order and to assess the usefulness of the syrinx for resolving the systematics of nonpasserines, I analyzed variation in syringeal morphology of genera within each of the currently recognized families in the order as well as among four orders of outgroups. The phylogeny derived from these syringeal data supports the monophyly of the Falconiformes. In addition, syringeal data provide strong support for the monophyly of three clades within the Falconiformes: the Cathartidae; the Falconidae; and an Accipitrinae-Sagittariidae-Pandioninae cluster. The Cathartidae are positioned as basal to the other two clades. Overall results indicate that syringeal morphology is conservative, with most of the informative variation occurring at higher systematic levels. Received 10 May 1993, accepted 24 October 1993.
Department of Ornithology, American Museum of Natural History, Central Park West at 79th St.,
New York, New York 10024, USA; and
Department of Biology, City College of City University of New York,
Convent Avenue and 138th Street, New York, New York 10037, USA
OF THE APPROXIMATELY 30 orders of birds, the
order Falconiformes offers some of the more
interesting systematic questions; the monophy-
ly of the order is in question, as are relation-
ships of families within the order, and of genera
within each of the families. Falconiformes cur-
rently consists of 76 genera and 290 species di-
vided into four families (Stresemann and Area-
don 1979): Accipitridae, including Accipitrinae
(hawks and eagles, 59 genera, 217 species) and
Pandioninae (Osprey, monotypic); Falconidae
(falcons, 10 genera, 62 species); Cathartidae
(New World vultures, 5 genera, 7 species); and
Sagittariidae (Secretarybird, monotypic).
Comprehensive reviews of the history of fal-
coniform classification have been published
previously (Jollie 1976, Sibley and Ahlquist
1990), and only a summary will be presented
here. The order historically has been united by
several external morphological characters
(hooked beak and curved talons) and by several
internal characters (biceps slip absent, ambiens
present, caeca rudimentary; Beddard 1898).
However, four current classifications disagree
on the monophyly of the order, and on sub-
ordinal and familial relationships (Fig. 1). Two
consider the order monophyletic (Stresemann
and Amadon 1979, Storer 1971), while the other
two propose either removal of the Cathartidae
from the order (Sibley and Ahlquist 1990) or
inclusion of Strigiformes (owls) within the or-
der (Cracraft 1981).
Cathartidae
-- Accipitrinae
Pandioninae
Falconidae
Sagittariidae
Storer 1971
CAROLE S. GRIFFITHS
[Auk, Vol. III
Cathartidae
Accipitrinae
I Pandioninae
Falconidae
Sagittariidae
Stresemann and Amadon 1979
Cathartidae
Accipitrinae
Falconinae
Pandionidae
Strigidae
Sagittariidae
Cracraft 1981
Cathartidae
Ciconiidae
Accipitridae
Pandionidae
Sagittariidae
Falconidae
Sibley and Ahlquist 1990
Fig. I. Four recent, conflicting classifications of the Falconiformes.
The idea that the Cathartidae may not belong
in the order has been proposed previously based
on morphological and behavioral differences of
this family from others in the Falconiformes. In
addition, similarities of cathartids to other
groups have been noted, including the Cicon-
iidae (Garrod 1873, Beddard 1898, Ligon 1967,
Rea 1983), Pelecaniformes (Beddard 1898, Jollie
1976), Procellariiformes (Jollie 1976), and Grui-
formes (Pycraft 1902). Friedmann (1950:6) stat-
ed that the Cathartidae were a primitive group
not differentiated from the "primitive stock from
which the Ciconiiformes, Pelecaniformes and
Procellariformes have been developed."
Hypotheses of a falconiform-strigiform rela-
tionship have been advanced at various times,
based on similarities of palatal and myological
characters (reviewed in Sharpe 1891, Cracraft
1981, McKitrick 1991). Pandioninae (Sharpe
1891, Pycraft 1902) and Falconidae (Beddard
1898, Brown and Amadon 1968) have been sug-
gested as links between falconiforms and stri-
giforms.
Relationships of the Falconiformes to other
orders have also been proposed, including the
orders Pelecaniformes, Ciconiiformes and Psit-
taciformes (reviewed in Sharpe 1891, Shufeldt
1909), Gruiformes (Shufeldt 1909), Cuculi-
formes and Columbiformes (Verheyen 1950,
reviewed in Jollie 1977). The AOU (1983) Check-
list places the Falconiformes between Anseri-
formes and Galliformes, whereas Sibley and
Ahlquist (1990) position the order (with Ca-
thartidae removed) as sister taxon to a group
including the Podicipedidae, Sulidae, Phalacro-
coracidae, and Phaethontidae.
Syringeal morphology had been used in the
classification of the major subdivisions of the
Passeriformes at the end of the nineteenth cen-
tury (Ames 1971). Within the last 20 years, sy-
ringeal data have again become important in
the systematics of oscines and suboscines (e.g.
Ames 1971, Warner 1972, Lanyon 1984, Prum
1990, 1992), but have not strongly influenced
the systematics of other orders. There have been
no detailed reports on falconiform syringeal
anatomy since Beddard (1903), and no system-
atic analysis of that anatomy.
I examined patterns of variation in syringeal
morphology within the Falconiformes to assess
the usefulness of the syrinx for systematics of
nonpasserines (i.e. whether there are phylo-
genetically informative syringeal characters)
and to answer two primary systematic ques-
tions: (1) Is the order monophyletic? (2) What
are the relationships of the major clades within
the order?
MATERIALS AND METHODS
Specimens.--I examined syringes from collections at
the American Museum of Natural History (AMNH),
the National Museum of Natural History (USNM),
the Royal Ontario Museum (ROM), the University of
Kansas Museum of Natural History (KUMNH), the
Museum of Vertebrate Zoology of the University of
California at Berkeley (MVZ), and the Louisiana State
University Museum of Natural Science (LSUMNS),
some of which I dissected from fresh or alcohol-pre-
served specimens. These were cleared and double-
stained to distinguish cartilaginous and ossified tissue
(Cannell 1988). Observations were made using a Wild
M5A dissecting microscope, and drawings made with
a camera lucida. Drawings were scanned into a Mac-
intosh computer and final illustrations prepared us-
ing Aldus Freehand 2.0.
I analyzed 124 falconiform syringes and 66 syringes
from purported outgroups (Appendix 1). Three of the
five cathartid genera and all falconid genera were
included. Within the Accipitridae, genera were cho-
sen to represent each of the previously proposed sub-
groups; these totaled 60% of the currently recognized
genera. In general, sampling within the ingroup was
constrained by the availability of specimens. Two or
more individuals from 27 species were analyzed to
assess variation at the intraspecific level.
Analysis.--Variation in morphology was coded us-
ing both binary and multistate characters. Multistate
characters were ordered if either of two criteria was
satisfied. Similarity of derived states was the primary
criterion used (Patterson 1982). Thus, transformation
series were proposed if adjacent derived states were
similar, and each succeeding state was a modification
of the previous state (i.e. the derived states formed a
nested set of synapomorphies). Transformation series
also were proposed using ontogenetic information
(character 7). Justifications used for ordering are dis-
cussed in the character descriptions (Appendix 2).
Multistate characters were coded as unordered if states
were alternative variations of a character.
I used outgroup information to polarize characters
(Maddison et al. 1984). However, the relationships of
other orders to the Falconiformes are unclear, and the
choice of an appropriate outgroup is not readily ap-
parent. Species from four orders of birds were in-
cluded in the analysis. A comprehensive subset of
genera in the Ciconiiformes and Strigiformes was ex-
amined because there are phylogenetic hypotheses of
relationships of these orders to the Falconiformes. In
addition, species within the Pelecaniformes were
added because several authors suggested a relation-
ship of this order to the Falconiformes (Beddard 1898,
Shufeldt 1909, Friedmann 1950, Jollie 1976). Because
monophyly of the Falconiformes could not be as-
sumed, species from these other orders were not treat-
ed as outgroups in the analysis, nor was there a con-
straint on monophyly imposed in the analysis
(Maddison et al. 1984). Species within the Galliformes
were used to root the cladogram. I used PAUP 3.0s
(Swofford 1991) to derive the most-parsimonious res-
olution of the data. The size of this data set precluded
the use of exact algorithms for resolving the data;
therefore, the heuristic algorithm was used. However,
this option does not guarantee optimality and may
identify a solution that is only locally optimal. To
increase the probability of finding solutions that were
globally optimal, analyses were repeated varying both
the branch-swapping and taxa-addition options.
Three indices were used to assess the congruence
of the characters hypothesized as synapomorphies
(Farris 1989): (1) consistency index, which is the min-
imum amount of change of a character divided by the
amount observed on the tree; (2) rescaled consistency
index, which is a linear rescaling of the consistency
index so that values vary from 0 to 1; and (3) retention
index, which is the proportion of original characters
remaining as synapomorphies. Consensus methods
were used to summarize information from the set of
most-parsimonious trees. I used strict-consensus trees,
which include groups found in each of the most-
parsimonious cladograms, and majority-rule trees,
which include groups found in a defined proportion
of cladograms. Consensus trees must be interpreted
with care as they may not be parsimonious recon-
structions of the original data (Swofford 1992). Nev-
ertheless, consensus trees remain an efficient way for
highlighting congruent clades, and the characters and
taxa causing incongruence.
RESULTS
Syringeal morphology.--The main components
of a typical accipitrid syrinx (i.e. supporting
elements, membranes, and muscles) are illus-
trated in Figure 2. Definitions of syringeal struc-
t
p
al
bl
Fig. 2. Accipitridae syrinx (Broad-winged Hawk, Buteo platypterus, AMNH 20008). Left-dorsal view and
right-ventral view. Abbreviations (numbers following refer to characters in Appendix 2): (a) A elements (1.2);
(al) A1 elements (3, 23); (ac) complete double A elements (5); (bl) B1 elements (34.4, 36); (c) accessory
cartilaginous structure (44, 45.2); (ce) cartilaginous extension of A1 and A2 (12); (im) internal membrane; (p)
pessulus (22.4); (t) tympanum (20, 21.1 24.2, 29.3); (m) M. tracheolateralis. See text for definitions of structural
elements. In all illustrations, scale bar is 1 mm, stippling indicates cartilaginous tissue, and gray shading
indicates ossified tissue.
tures follow Ames (1971 ) and include four types
of supporting elements: A and B ringlike ele-
ments, the pessulus, and accessory cartilaginous
structures. Ames (1971) used three criteria for
defining A and B elements: composition, cross-
sectional shape, and orientation of concavity. A
elements are ossified and flattened in cross sec-
tion, occurring on the trachea as single rings
but sometimes extending onto the bronchi as
paired double rings. They may be complete
(forming a closed ring) or incomplete. In ad-
dition, they may be fused partially or complete-
ly near the tracheo-bronchial junction, forming
a drum or tympanum. B elements are generally
cartilaginous and D-shaped in cross section, oc-
curring as paired rings on the bronchi. These
may be complete rings or may have an opening
on the medial surface of each bronchus. The
pessulus, a cartilaginous or ossified bar, is lo-
cated on the midsagittal plane between the
bronchi. The dorsal and ventral ends of the pes-
sulus may be free or may fuse to A or B elements.
Finally, accessory cartilaginous structures occur
on the craniad edge of the internal membranes.
The definitions of A and B elements differ
from traditional terminology in which ringed
structures are tracheal or bronchial rings (King
1989) based on the relative position of the struc-
tures to the tracheo-bronchial junction. There
are no homologies that can be postulated using
traditional names. For example, the external
membrane in falconid genera is located be-
tween the second and third, third and fourth,
or fourth and fifth bronchial rings. When these
rings are recognized as A and B elements, how-
ever, this membrane is always between A1 and
B1, a synapomorphy for the family. Definitions
of rings as A and B elements have been used in
systematic studies of oscines and suboscines
(Ames 1971, Lanyon 1984, Prum 1990, 1992,
1993) and, in limited detail, to a broad range of
orders (Cannell 1986). My analysis is the first
application of these definitions to detailed
structures in orders other than Passeriformes.
Ames' (1971) criteria for defining A and B
elements are sufficient for most of the families
used in this analysis. A1 and B1 can be differ-
entiated by cross-sectional shape and compo-
sition in the Cathartidae, Ciconiidae, Ardeidae,
Falconidae, and Strigiformes. However, be-
cause the first B elements in several Accipitridae
species are highly ossified, these criteria alone
could not always differentiate A and B elements.
I used an additional criterion, the distinctive
shape of the B1 element, for the accipitrids in
this analysis. The first B element is wider me-
dially than other A and B elements, with
narrower ends. This was corroborated by the
congruence of muscle insertion; the M. tracheo-
lateralis always inserted on B1 when B1 was
defined using these criteria.
In addition to structural elements, the syrinx
is composed of two kinds of syringeal mem-
branes. The internal membranes are located on
the medial surface of the bronchi between the
dorsal and ventral ends of incomplete A and B
elements. These are considered to be the sound-
producing structures (Gaunt and Gaunt 1985)
and occur in all species examined except the
ciconiids. The external membranes are on the
lateral walls of the bronchi, usually between A1
and one or two of the first four B elements.
Although the location of an external membrane
is a synapomorphy for the Falconidae, the ex-
istence of external membranes is variable with-
in most of the other families examined and may
be correlated with structural modifications in
elements bordering the membranes. Therefore,
this character was of limited use in my analysis.
There are also two classes of syringeal mus-
cles. Intrinsic muscles originate and insert on
syringeal elements and are important in the sys-
tematics of the Passeriformes. These do not exist
in falconiforms. The two extrinsic muscles orig-
inate outside the syrinx. The M. sternotrachealis
originates on the internal surface of the cora-
cold or costal process of the sternum and inserts
on several A elements on the trachea. The M.
tracheolateralis originates on the lateral surface
of the cricoid cartilage of the larynx and de-
scends laterally down the trachea. In many taxa
it is contiguous with or underlies the M. ster-
notrachealis, and the insertion of this muscle
can be somewhat obscured as a result. Because
muscle fibers are damaged in cleared speci-
mens, the insertions of these muscles were not
always apparent in specimens I examined and
were of limited use phylogenetically. Where
visible, the M. tracheolateralis inserts: on A1,
B1 and possibly B2 in the Ardeidae; on B1 in
the accipitrids (including Pandion and Sagittar-
ius) and in the Strigiformes; and on the lateral
membrane in the falconids. This muscle has been
claimed to be lost in Struthio, Casuarius, Dromaius,
Rhea, Apteryx, the Cathartidae, Ciconiidae, most
Pelecaniformes, and some Galliformes (Bed-
dard 1898, King 1989). Within the ratites, how-
ever, the muscle exists but ends where the M.
sternotrachealis begins (King 1989). Similarly,
I observed muscle fibers in a Coragyps syringeal
specimen, laterally on the trachea, ending cra-
nial to the junction. These muscles have also
been described in Cathartes (Maynard 1897) and
are probably the M. tracheolateralis, but this
diagnosis must be confirmed in intact speci-
mens.
Intraspecific variation in morphology.--Assess-
ment of intraspecific variation revealed several
characters that were polymorphic in species
within the Falconidae and Accipitridae and were
not used in this analysis. The number of A el-
ements fused ventrally in the tympanum varied
in Buteo platypterus (5, 6, or 7), in Accipiter striatus
(5 or 6), and in Falco sparverius (3 or 4). The size
of the ventral, ossified patch covering the fused
tympanum rings varied within Buteo and Leu-
copternis species. Finally, the B1 element, al-
though normally cartilaginous, was partially to
totally ossified within several species, the
amount of ossification varying intraspecifically.
I found no sexual dimorphism in the species
for which this information was available. Gen-
eral patterns in ontogenetic variation were
found. Ossification of the tympanum and A el-
ements increased in adults compared to juve-
niles in Tyto, Buteo, Falco, Pandion, Accipiter and
Cathartes. Fusion of the elements in the tym-
panum also increased slightly in adults com-
pared to juveniles of Pandion, Tyto and Falco.
Both of these patterns are consistent with ob-
servations in the Passeriformes (Ames 1971). An
additional pattern was found in the Catharti-
dae. In nestling Cathartes, single A elements im-
mediately cranial to the tracheo-bronchial junc-
tion are complete rings. In adults, these are
incomplete, with gaps dorsally (character 7).
Phylogenetic analysis of Falconiformes.--Varia-
tion in syringeal morphology was coded ini-
tially for 103 taxa as 49 characters, of which 33
were binary and 16 were multistate (Appendix
2). Redundant species (those with identical
character states) were merged, resulting in a
final matrix of 88 taxa (Table 1). Analysis of
these data resulted in more than 5,000 most-
parsimonious cladograms, which is not unex-
pected for a matrix with more taxa than char-
acters. The shortest trees found had a length of
195, consistency index of 0.401, rescaled con-
sistency index of 0.358, and retention index of
0.865.
The strict-consensus tree (Fig. 3) indicates
support for the monophyly of the order Fal-
coniformes. Within the order, Cathartidae is
basal to a clade of two sister taxa, the Falconidae
TABLE 1. Distributions in 88 taxa of states of 49 syringeal characters used in phylogenetic analysis. See
Appendix 2 for descriptions.
Character
1 2 3 4
Taxon 1234567890123456789012345678901234567890123456789
Accipiter cooperii
A. gentilis
A. virgatus
A. striatus
Aegypius
Aquila
Aviceda
Busarellus
Butastur
Buteo albicaudatus
B. buteo
B. jamaicensis
B. magnirostris
Buteogallus
Circaetus
Circus
Elanoides
Elanus
Gampsonyx
Geranospiza
Gypaetus
Haliaeetus
Haliastur
Harpagus
Henicopernis
H et erospiz ias
Hieraaetus
Ichthyophaga
Ictinia
Kaupifalco
Leptodon
Leucopternis kuhli
L. albicollis
Melierax
Milvus
Necrosyrtes
Neophron
Parabuteo
Pithecophaga
Rostrhamus
Spilornis
Spizaetus
Terathopius
Pandion
Sagittarius
Daptrius americanus
D. ater
Falco berigora
F. columbarius
F. mexicanus
F. rufigularis
F. sparverius
H erpetotheres
Accipitddae
1010100000012011001114120000400003010012000120101
1010100000010011001114120000400002010010000120011
1010100000011011001114120000400002010001000120010
1010100000011011001114120000400002010010000120001
1010100000012011001112120000200003010000000120000
1010100000010011001112110000300003010001000110000
1010100000002011001123110000300003010012000120000
2010100000012011001124130000400004010012000120000
1010100000010011001113021000400001010001000120000
1010100000010011001114120000300004010000000110000
0010100000010011001112120000300004010000000110000
1010100000011011001114120000300004010000000120000
1010100000010011001112120000300003010000000120000
1010100000010011001112110000300004010002000110000
1010100000011011001102110000300003010002010110000
1010100000012011001114120000400002010002000120010
1010100000011011001112120000300003010001000120000
201010000000001100112211000010
201010000000001100112213000040
201010000001001100112312000030
101010000001001100111212000030
101010000001001100111211000030
101010000001101100111212100030
101010000001001100111212000030
101010000001001100112312000030
101010000001001100111212000030
101010000001101100111312000030
101010000001201100111212000030
101010000001101100111212000030
101010000001101100112312000040
201010000001001100112313000030
101010000001001100111312000030
101010000001001100111412000030
101010000001001100111212000030
101010000001101100111212100030
101010000001001100111212000020
101010000000001100111212100020
101010000001101100111412000030
101010000001001100111212000030
101010000001101100112212000040
101010000001101100111212000030
101010000001101100111212100030
101010000001101100111211000030
101010000001301100111501000030
Sagittariidae
201010000000001100112213000002000011000
Falconidae
201010000000001100112100010003001000410
201010000000001100112100010003001000410
0003010000000110000
0001000000000110000
0002010011000120100
0003010000010121000
0003010000000110000
0003010001000120000
0005010001000120000
0005010000000120000
0003010002000120000
0003010001000120000
0003010001000120010
0003010002000120100
0001010002000120000
0002000000000120000
0003010000000120000
0004010001000120000
0005010000000120001
0003010001000120010
0003010000000111000
0003010000010111000
0004010001000120000
0003010000010110010
0004010001000120001
0003010002000120000
0003010002010120000
0003010002000120000
0001000002100120000
2010120000
0100130000
0100140000
2010100001000011001121000202020010003300100130000
2010100000000011001121000201020010003301100130000
2010100000000011001121000201020010003200100130000
2010100000000011001121000201020010003300100130000
2010100001000011001121000201020010003200100130000
2010100000000011001121000101020010003000100000000
TABLE 1. Continued.
Falconiform Monophyly 793
Character
1 2 3 4
Taxon 1234567890123456789012345678901234567890123456789
Micrastur gilvicollis
M. semitorquatus
Microhierax
Polihierax insignis
P. semitorquatus
Polyborus
Spiziapteryx
Cathartes
Coragyps
Vultur
A rdea
Bubulcus
Butorides
Egretta
Ixobrychus
Nycticorax
Mycteria
Phodilus
Tyto
Aegolius
Asio otus
A. stygius
Bubo virginianus
Ciccaba huhula
C. virgata
Ketupa ketupu
Ninox connivens
N. odiosa
N. jacquinoti
Nyctea
Otus asio
O. watsonii
Sula
Pelecanus
Galliformes
2010100000000111001121000110010010001100100130000
2010100000000111001121000210010010001100100140000
2010100001000011001121000302020010002100100130000
2010100000000011001121000110020010003200100140000
2010100000000011001121000301020010002100100130000
2010100000000011001121000100030010004100100130000
2010100000000011001121000102020010003000100130000
Cathartidae
2010112100000011011000000000000000000000000000000
2010111100000011001000000000000000000000000000000
2010112100000011010000000000000000000000000000000
Ardeidae
2011000000000011100000000000000000010000001000000
2010000000000011100000000000000000000000011000000
2010000000000011100000000000000010000000001000000
1010000000000011100000000000000000000000001000000
2011000000000011100000000000000000000000001000000
2010000000000011100000000000000000000000001000000
Ciconiidae
2100000000000010000000000000001000000000000000000
Tytonidae
2010000010000021010000000000000002000000000000000
2010100010000011010000000000000002000000000130000
Strigidae
2011000010100011010000000000000102000000000000000
2011000010100021010000000000000103000000000000000
2011000010100011010000000000000103000000000000000
2011100010100021010000000000100103000000000000000
2011000010100021010000000000000102000000000000000
1011000010100021010000000000000102000000000000000
0011000010100021010000000000100103000000000000000
2011000010000011010000000000000103000000000000000
2011100010100011010000000000100103000000000130000
2011000010100021010000000000100103000000000000000
1011000010000021010000000000100103000000000000000
2011100010100021010000000000000103000000000000000
2011100010100011010000000000000103000000000000000
Sulidae
2010000000000011000000000000100000000000001000000
Pelecanidae
0010000000000000000000000000000000000000100000000
0010000000000011000000000000000000000000000000000
and the Accipitridae (including Sagittarius and
Pandion). Two derived characters unite the three
clades in the order. All species have complete,
double A elements on the bronchi; these also
occur in several strigiform genera (character 5).
Species also have an ossified pessulus, which is
connected dorsally and ventrally to A elements;
the dorsal attachment is lost in Vultur (character
19). Four characters unite the Falconidae and
the Accipitridae as sister taxa. Species in these
families have a tympanum composed of A ele-
ments fused ventrally and dorsally, to which
the pessulus is attached (characters 20, 22). In
addition, these species have sheets of cartilag-
inous tissue forming a border cranially on the
internal membranes (character 44). The tym-
9,18
33, (5)
36
22.2, 23, 24.3
20, 21.2, I
41
1.1,12. ß ß
39,49
13.2, 39
-19
Ardeidae
Sula
Mycteria
Strigidae
Tyro
ß ' ß Phodilus
Haliastur
Elanoides
Ictinia
Accipiter striatus
A. gent#is
Circus
Accipiter cooperii
Busarellus
Aviceda
Leucopternis albicollis
Parabuteo
Spilornis
Buteo jarnaicensis
Terath .opius
Aegyplus
Pandion
Haliaeetus
Ichthyophaga
Gypaetus
Necrosyrtes
Neophron
Pithecophaga
Butastur
Kaupifalco
Accipiter virgatus
Melierax
Milvus
Rostrharnus
Henlopernis
Buteo albicaudatus
Buteo buteo
Circaetus
Hieraaetus
Buteogallus
Geranospiza
Heterospizias
Leptodon
Leucopternis kuhli
Spizaetus
Buteo magnirostris
Harpagus
Aquila
Sagittarius
Elanus
Garnpsonyx
Falconidae
ß Vultur
- Cathartes
Coragyps
Pelecanus
Galliformes
Fig. 3. Summary of strict-consensus tree derived from the set of 5,000 most-parsimonious trees found from
analysis of syringeal data. Synapomorphies supporting nodes are numbered; descriptions of characters in
Appendix 2.
Fig. 4. Falconidae syrinx (Brown Falcon, Falco berigora, AMNH 193358). Left-dorsal view and right-ventral
view. Abbreviations: (a) A elements (1.1); (al) A1 elements (3); (ac) complete double A elements (5); (bl) B1
elements (33, 37); (be) fusion of element ends (38.3); (c) accessory cartilaginous structure (44, 45.3); (e) external
membrane (41); (im) internal membrane; (p) p. essulus (15, 16); (r) ossified ridge (9); (t) tympanum (20, 21.2,
26.2, 28.2, 30.2).
panum is ossified totally in falconid species and
in the most basal accipitrid species, but an al-
ternative pattern (lack of ossification dorsally)
exists in most of the other accipitrids (character
21).
There is strong support for the monophyly
of the Falconidae. The falconid syrinx (Fig. 4)
is characterized by a completely ossified tym-
panum, an ossified pessulus fused dorsally and
ventrally to the tympanum, a lateral membrane
located between A1 and B1 on which the M.
tracheolateralis inserts, B1 elements evenly
wider than other B elements, and fusion of the
ends of incomplete A1 and B1 elements (char-
acters 26, 28, 33, 37, 41). A phylogeny of the
Falconidae is presented in a separate paper (Grif-
fiths 1994).
The three genera of cathartids included in
Fig. 5. Cathartidae syrinx (Turkey Vulture, Cathartes aura, AMNH 20933). Left-dorsal view and right-
ventral view. Abbreviations: (a) complete double A elements (6, 8); (al) A1 elements; (as) incomplete single
A element (7); (bl) B1 elements; (im) internal membrane; (p) pessulus (16, 18).
Haliastur
99 {__ Milvus
Elanoides
Ictinia
Spilomis
97_.[ Terathopius
98 , '---- Pandion
96 Circaetus
96 -- Spizaetus
Heterospizias
Accipiter striatus
93 86 A. gentiris
8_ [-- A. virgatus
II Circus
96'..j Accipiter cooperii
E3 Busarellus
-- 98 -- Aviceda
93 881 Leucopternis albicollis
90 Parabuteo
88-- Buteo jamaicensis
Rostrhamus
Butastur
93 91 t Kaupifalco
Hieraaetus
Ichthyophaga
Aegypius
Melierax
94 9. 96 I__ Harpagus
Henicopernis
95 Geranospiza
99 I Leptodon
98 Leucoptemis kuhli
Buteo magnirostris
_ Gypaetus
Necrosyrtes
Neophron
Pithecophaga
96 t Buteo albicaudatus
99 Buteo buteo
i Haliaeetus
Buteogallus
99 t Aquila
I Elanus
Sagittarius
Gampsonyx
Fig. 6. An 80% majority-rule consensus tree of genera in Accipitridae. Clades illustrated are supported in
at least 80% of the most-parsimonious trees. Numbers indicate percent support; nodes without numbers are
supported in 100% of most-parsimonious trees.
my study are united by three unambiguous syn~
apomorphies. Coragyps is the sister taxon to Ca-
thartes (Fig. 5) and Vultur. Cathartid species are
commonly considered as lacking a syrinx (Li-
gon 1967, Rea 1983, Gill 1990). Although the
cathartid syrinx does lack some modifications
occurring in other falconiform syringes, it has
internal membranes, an ossified pessulus, char-
acteristic ossification of A elements, and prob-
ably (as noted above) the M. tracheolateralis.
The unique modifications characterizing ca-
thartid syringes include dorsal gaps in the most
caudal single A elements, and a minimum of
four complete, medially thin, double A ele-
ments on the bronchi (characters 6, 7, 8).
Phylogeny of Accipitridae.--Syringeal data
group Sagittarius and Pandion with the accipitrid
genera; this clade is supported by three derived
characters (characters 22.2, 23, 24.3). In these
genera, A1 is not fused ventrally to the tym-
panum, although fusion and ossification of the
tympanum is more extensive ventrally than
dorsally. In addition, the dorsal attachment of
the pessulus to the tympanum forms character-
istic patterns different from the falconid pat-
tern.
Limited sampling of genera and the lack of
phylogenetically informative variation of the
syrinx preclude my deriving a fully resolved
phylogeny for the Accipitridae and impose con-
straints on the inferences that can be derived
from this analysis. Nonetheless, there are some
findings of interest, illustrated in the majority-
rule tree (Fig. 6), and some results that indicate
the need for further research.
Syringeal data support the polyphyly of the
kites. The 17 genera currently considered to be
kites have been grouped based on their pred-
atory and social behavior and have been con-
sidered primitive to the other accipitrids (Brown
and Areadon 1968), but the monophyly of this
group has been questioned (Areadon and Bull
1988). There is support for the close relationship
of the Old World railvine kites, Haliastur and
Milvus, which are sister taxa in 99% of the trees
(Fig. 6). Two kites, Elanus and Garnpsonyx, cur-
rently grouped together with Chelictinia in the
Elaninae (Brown and Areadon 1968) are not sis-
ter taxa, but are among the most basal accipitrid
genera.
Butastur and Kaupifalco are thought to be
closely related (Areadon and Bull 1988), and
they are sister taxa in this analysis. Several other
species groupings within the Accipitridae are
not supported by syringeal data. The serpent
eagles (Terathopius, Spilornis, and Circaetus) are
in a clade with four other species and are not
sister taxa. The five genera of sub-buteonines
included in this analysis are widely separated.
However, two taxa, Parabuteo and one of the
Leucopternis species, form a monophyletic group
with Buteo jarnaicensis.
There are no syringeal characters uniting the
four Old World vultures included in this anal-
ysis. Aegypius is separated from a clade of three
genera (Gypaetus, Necrosyrtes, and Neophron),
which are united by one unambiguous syna-
pomorphy (character 47). Similarly, there are
no derived characters supporting the mono-
phyly of the two largest genera, Accipiter and
Buteo. Three of the Accipiter species are clustered
together, while the fourth, A. cooperiL is in a
sister clade with Circus, Busarellus and Aviceda.
There are also no characters supporting the sis-
ter taxa relationship of Heterospizias and Buteo-
gallus, two species that have recently been syn-
onymized (Areadon 1982).
Outgroup relationships.--I used outgroups in
this study to polarize characters. Sampling of
genera within the four orders of outgroups was
not comprehensive enough, nor were enough
orders included to derive a phylogeny at the
ordinal level. Findings of my study, therefore,
should be interpreted with care. Nevertheless,
as a result of the more extensive examination
of genera within the Ciconiiformes and Stri-
giformes, some conclusions can be drawn. Sy-
ringeal characters support the monophyly of
each of the two families of Ciconiiformes in-
cluded in the analysis but do not support the
monophyly of the order. Three derived char-
acters cluster the three genera of Ciconiidae
(characters 3, 4, 47; Fig. 7), while one derived
character (character 20) unites the six genera of
the Ardeidae examined.
Syringeal data also support the monophyly
of the Strigiformes. Of the two currently rec-
ognized families, Tytonidae and Strigidae, there
are derived characters uniting only one, the
Strigidae (characters 6, 12, 48, 52). Tyto and
Phodilus are in unresolved positions relative to
the Strigidae.
DISCUSSION
Systematics and the syrinx.--Syringeal data, in
particular the variation in intrinsic muscula-
ture, have been important in the systematics of
a2
al
bl
b2
P
Fig. 7. Ciconiidae syrinx (White Stork, Ciconia ciconia, AMNH 1936). Left-dorsal view and right-ventral
view. Abbreviations: (al) A1 element; (a2) A2 element (2); (bl) B1 elements; (b2) B2 elements (31); (p) pessulus.
the oscines and suboscines, but these data have
been virtually ignored in the systematics of most
other orders of birds. This may have been the
result of a perception that the structural ele-
ments of the syrinx offer minimal phylogenetic
information, and that only the intrinsic muscles
are informative. One goal of my research was
to assess the usefulness of syringeal data in re-
solving phylogenetic relationships for orders
other than the Passeriformes. This analysis has
demonstrated that there is sufficient variation
in the morphology of syringeal structural ele-
ments to derive credible phylogenetic hypoth-
eses for the Falconiformes.
There are, however, a limited number of
structures comprising the syrinx and a limit to
the variation. Thus, the presence of major struc-
tural elements (e.g. presence of a tympanum,
presence and location of lateral membranes, or
different pessulus morphologies) provides syn-
apomorphies defining orders or families of birds.
Minor structural variants provide characters that
define genera and resolve some generic rela-
tionships within families. These include changes
in the shape of B1 or A! elements, the shape of
the ends of incomplete elements, and variations
in the degree of ossification or fusion of the
tympanum. Although there are not enough
characters to resolve relationships within the
Accipitridae, a family of approximately 60 gen-
era and more than 200 species, there is sufficient
variation to produce a robust phylogeny for a
family with 10 genera (Griffiths 1994).
Phylogenetic relationships.--Estimates of phy-
logenetic relationships of the five genera with-
in the Cathartidae are ambiguous, but there is
consensus that the smaller cathartids (Cathartes
and Coragyps) are sister taxa to the other genera
(Fisher !944, Emslie !988). Syringeal data sup-
port the basal position of Coragyps, whereas Ca-
thartes and Vultur are sister taxa. A more com-
plete taxonomic sampling is needed to resolve
the phylogeny of the cathartids.
Syringeal data resolve relationships in the
falconids (Griffiths !994), but not the Accipit-
ridae. One surprising result is the inclusion of
Sagittarius and Pandion within the Accipitridae.
Sagittarius is divergent in external morphology,
behavior, and osteology from the other accip-
itrid genera, and has been considered closer to
the Gruiformes than the Falconiformes (Pycraft
! 902, Mayr and Amadon ! 95 !). This divergence
has been the justification for elevating Sagittar-
ius to a monotypic family separate from the oth-
er clades within the order. Pandion has received
similar taxonomic treatment. The distinctive
treatment of these two species has not been
supported by my phylogenetic analysis. Thus,
the characters suggesting the distinctiveness of
these two species may be autapomorphies and
may suggest high rates of phenotypic evolution
in these species relative to other accipitrids.
Monophyly of Falconiformes.--The composi-
tion of the Falconiformes has been a point of
contention since the order was defined. At pres-
ent, the most problematic taxon is the family of
New World vultures (Cathartidae). There is a
growing consensus that this family is the sister
taxon to the Ciconiidae (Emslie 1988, Holdaway
1991), with three studies offered as support: Li-
gon (1967), Rea (1983), and Sibley and Ahlquist
(1990).
Ligon (1967) and Rea (1983) each reviewed a
range of characters for taxa in the Ciconiiformes
and Falconiformes, and each concluded that Ci-
coniidae and Cathartidae were sister taxa. How-
ever, these studies were produced before cla-
distic methodology was in general use in
ornithological analyses, and the data in these
studies were not analyzed phylogenetically.
Each study simply lists the taxa and the char-
acter states diagnosing the taxa.
There are additional problems with their con-
clusions because of the limited number of taxa
sampled. Ligon listed 49 osteological characters
and examined three genera within the Cathar-
tidae, three within the Accipitridae, and six
within the Ciconiidae. Of these, 27 cluster Ci-
coniidae with Cathartidae, and only 6 cluster
Accipitridae with Cathartidae. I examined skel-
etons of 10 genera (Ciconia, Leptotillus, Sarcor-
hamphus, Vultur, Hieraaetus, Buteo, Aquila, Accip-
iter, and Falco) and researched additional
anatomical studies. At best, only 8 of Ligon's 27
characters support grouping the Ciconiidae and
Cathartidae. Several characters he used to unite
ciconiids and cathartids, or to separate cathar-
tids and accipitrids, occur in accipitrids or ca-
thartids that he did not sample. Ligon listed
basipterygoid processes as not present in the
Accipitridae. However, they exist in several taxa
(Shufeldt 1909, pets. obs.), and his illustration
on page 5 shows these processes in Necrosyrtes.
He lists a prominent foramen on the humeral
shaft, and one pair of sternal manubrial fenes-
trae as occurring in Accipitridae only. These
also occur in the Cathartidae.
Some of the described character states grade
into one another. The curvature of the pelvic
girdle is described by Ligon as having a slight
angle above the antitrochanter in the Ciconi-
idae and Cathartidae, and a 45 ø angle in the
Accipitridae. However, my observations indi-
cate that the curvature in the Cathartidae is in-
termediate between the other two families. Us-
ing this character to unite the cathartids with
either of the other two groups requires an ex-
tremely subjective decision. Similarly, the lo-
cation of the anterior iliac crest is intermediate
in the Cathartidae compared to the other two
families, as is the crossing of the coracoidal sul-
ci, the shape of the ilioischiatic fenestra, and
the angle at which the bicipital crest joins the
humeral shaft. In addition, several of Ligon's
characters are composites that oversimplify
variation or ignore variation in the accipitrids
(e.g. the cathartids and ciconiids have a stocky
or stout and sigmoidal humeral shaft). Within
the accipitrids, the shaft is "often slender"; it
appeared to be stocky in my observation of Hi-
eraaetus.
Rea (1983) presented lists that are diagnoses
of the Ciconiiformes (including the Catharti-
dae) and major groups within that order. His
choice of characters has similar problems to Li-
gon's. For example, Rea listed characters unit-
ing Ciconiidae and Cathartidae, which should
be absent in Accipitridae, but are present in that
family. These include the presence of M. am-
biens (George and Berger 1966, McKitrick 1991),
the presence of full spread-wing postures in
sunning (Simmons 1986), and the absence of
the accessory M. femorocaudal (George and Ber-
ger 1966). Some of his characters ignore or over-
simplify variation. Thus, a "variably degener-
ate" syrinx unites Ciconiidae and Cathartidae.
However, the syrinx is not one organ but a se-
ries of modifications of structures, and my anal-
ysis indicates that the variation in syringeal
morphology cannot be described in one char-
acter. When fully described, the variations do
not unite Ciconiidae and Cathartidae.
Finally, Rea (1983) listed characters uniting
Ciconiidae and Cathartidae, which are, presum-
ably, unique to those two families. However,
these also can be found in other orders of birds.
Thus, urohydrosis (urination used as a cooling
mechanism), listed as occurring only in Cicon-
iidae and Cathartidae, also occurs in the Sulidae
(order Pelicaniformes; Carboneras 1992). The
pattern of macrochromosomes shared by Cicon-
iidae and Cathartidae are, in fact, more closely
shared by the Cathartidae, Galliformes, Grui-
formes, and Phoenicopteriformes (de Boer 1975).
M. pectoralis major is described as double in
storks and cathartids. However, it is also double
in Gruidae, Procellariiformes, and Pelecani-
formes (George and Berger 1966). The most se-
rious problem in both studies is that, without
a phylogenetic analysis, none of the characters
described by Ligon and Rea can be used to dem-
onstrate a relationship between the Ciconiidae
and Cathartidae; the characters may all be ple-
siomorphic or convergent. Determining wheth-
er any of their data are derived characters shared
by these two families awaits an extensive survey
of genera within each of these two families and
other families within the two orders, and a phy-
logenetic analysis of the resulting data.
Sibley and Ahlquist (1990) used DNA-DNA
hybridization data to generate phylogenies for
all birds. Although widely cited, there are some
problems with the methodology, analysis, and
results of these data (e.g. Barrowclough 1992,
Cracraft 1992, Lanyon 1992, Mindell 1992). One
primary claim of these data is the sister-taxa
relationship of the cathartids and ciconiids. Sib-
ley and Ahlquist (1990) presented two different
hypotheses of cathartid relationships: a Fitch
tree (their fig. 338), which does not assume rate
constancy, placed the cathartids with the stri-
giforms as a sister clade to the other Falconi-
formes; and an UPGMA analysis, which does
assume rate constancy, placed the cathartids as
sister taxa to the ciconiids. I reanalyzed the data
in figure 338 of Sibley and Ahlquist (1990) using
the same method they mentioned, the Fitch op-
tion of Phylip (Felsenstein 1990). My reanalysis
produced a tree different from the one they
reported, one that is congruent with the results
of my syringeal analysis; the cathartids are sister
taxa to the falconids and accipitrids (see also
Mindell 1992). Sibley and Ahlquist (1990) dis-
missed their Fitch tree by concluding that dif-
ferent ages at first breeding cause problems.
However, the additional assumptions, data, and
corrections used to produce the UPGMA tree
are not presented, and there is no way to assess
the rigor of that hypothesis. In summary, the
tree derived from my syringeal analysis fits the
DNA-DNA hybridization data better than the
tree reported by Sibley and Ahlquist (1990).
Although the notion that the cathartids should
be removed from the Falconiformes is becom-
ing acceptable (Emslie 1988, Snyder and Snyder
1991), the data and analysis offered in support
of this notion are ambiguous at best. However,
my phylogenetic analysis of syringeal data
strongly supports inclusion of the cathartids
within the Falconiformes. In addition, syrin-
geal data provide support for the monophyly
of three major clades within the Falconiformes:
the Cathartidae, the Falconidae, and an Accip-
itrinae-Sagittarius-Pandion group.
ACKNOWLEDGMENTS
This study would not have been completed without
the guidance and support of G. Barrowclough and R.
F. Rockwell. I thank the following curators for lend-
ing me specimens from their collections; G. Barrow-
clough, R. Zusi, V. Remsen, A. Baker, and N. Johnson.
Discussions with R. Prum and P. Cannell provided
insight into the use of the syrinx in systematics. Com-
ments on earlier versions of this manuscript were
provided by C. Farquahr, E. Griffiths, J. Groth, M.
Novacek, S. Rather, and P. Sweet. Final versions were
improved by reviews from J. Bates, J. Cracraft, F. Gill,
S. Hackett, and D. Zusi. This research was supported
by grants from the Frank M. Chapman Memorial Fund
of the American Museum of Natural History, a Chap-
man Pre-doctoral Fellowship, and a City University
of New York Dissertation Improvement Grant.
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WARNER, R.W. 1972. The anatomy of the syrinx in
passefine birds. J. Zool. (Lond.) 168:381-399.
APPENDIX 1
Syringeal specimens examined. Specimens cleared
and double-stained unless designated as unstained
(UNS). Abbreviations for institutions from which
specimens were borrowed are given in the Materials
and Specimens section. Uncataloged specimens iden-
tified by a collector's number in brackets.
ACCIPITRIDAE: Accipiter striatus, AMNH 18761,
18762, 8686, 8482,15938 imm. female, [CSG 9212, 9215],
1 Dec 1985 imm. female, (UNS) AMNH unnum. 1985
male, [CSG 9213]. A. gentilis, AMNH 17 Dec 1984 male,
11 Apr 1991 imm. male. A. virgatus, AMNH 8030. A.
cooperii, AMNH 20007, 20623, [CSG 16, 9217, 9218,
9264 imm. female]. Aegypius tracheliotus, KUMNH
81668. Aquila audax, USNM 289389. A. chrysaetos,
LSUMNS 126432. Aviceda subcristata, AMNH unnum.
1950. Busarellus nigricollis, LSUMNS 120424. Butastur
indicus, AMNH 8497. Buteo albicaudatus, AMNH 8683.
B. buteo, USNM 541690. B. jamaicensis, AMNH 18764,
20546, unnum. 1985. B. magnirostris, ROM 104270. B.
platypterus, AMNH 18763, 8687, 20008, [CSG 9211],
(UNS) AMNH 21464. B. regalis, AMNH 19629. Buteo-
gallus urubitinga, LSU 114340. Circus approximans,
AMNH 4-24. C. macrourus, USNM 615215. C. cyaneus,
USNM 226415. Elanoides forficatus, AMNH [ROP 270].
Elanus leucurus, KUMNH 56804. Gampsonyx swainsonii,
AMNH 8529. Geranospiza caerulescens, LSUMNS 120423.
Gypaetus barbatus, AMNH 6398. Haliaeetus leucoceph-
alus, KUMNH 46189, ROM 132599. Haliastur indus,
AMNH 8496. Harpagus bidentatus, LSUMNS 114345.
Henicopernis longicauda, USNM 615210. Heterospizias
meridionalis, AMNH unnum. Hieraaetus morphnoides,
AMNH unnum. Ichthyophaga nana, AMNH 8399. Ictinia
plumbea, AMNH [ROP271]. I. mississippiensis, KUMNH
049239. Kaupifalco monogrammicus, USNM 615217. Lep-
todon cayanensis, LSUMNS 120426. Leucopternis albi-
coilis, AMIqH 8492, [ROP377]. L. kuhli, LSUMNS 114338.
Melierax ca norus, USNM 615216. Milvus migrans, USNM
615213. Necrosyrtes monachus, USNM 34631. Neophron
percnopterus, USNM 615217. Parabuteo unicinctus,
AMNH 19590. Pithecophaga jefferyi, AMNH 6396. Ros-
trhamus sociabilis, USNM 615212, AMNH [CSG 232,
711]. Spilornis cheela, AMNH 8616. Spizaetus ornatus,
LSUMNS 3053. Terathopius ecaudatus, AMNH unnum.
PANDIONINAE: Pandion haliaetus, AMNH 8488
imm. male, 18808 female, [PFC445 female], USNM
615209.
SAGITTARIIDAE: Sagittarius serpentarius, YPM 3721,
MVZ 4611.
FALCONIDAE: Daptrius americanus, AMNH 8667,
[ROP266]. D. ater, KU068951. Falco berigora, AMNH
193358. F. biarmicus, AMNH 15927. F. cenchroides,
AMNH 193394. F. columbarius, AMNH 19752, 14713.
F. femoralis, LSUMNS 123309. F. mexicanus, KUMNH
053827. F. peregrinus, AMNH 8499, 19751. F. rufigularis,
KUMNH 041874. F. sparverius, AMNH 8430 male, 8688
female, 8413 male, 15808, 15931, 16307, [CSG9210],
tUNS) AMNH [CSG 21, 1216 male, 1217 imm. female].
H erpetotheres cachinnans, AMNH unnum. Micrastur gil-
vicollis, LSUMNS 98021. M. semitorquatus, USNM
507797. Microhierax erythrogonys, AMNH 8623. Mil-
vago chimachima, LSUMNS 120427. M. chimango, USNM
346421. Phalcoboenus australis, USNM 511795, LSUMNS
120728. Polihierax semitorquatus, USNM 615218. P. in-
signis, AMNH 8627. Polyborus plancus, AMNH 9094.
Spiziapteryx circumcinctus, LSUMNS 8 Sep 1990.
CATHARTIDAE: Coragyps atratus, AMNH 19607,
(UNS) [PRS 245]. Cathartes aura, AMNH 20933, un-
hum. Dec 1985, [PFC443], nestling. C. melambrotus,
LSUMNS 114336. C. burrovianus, USNM 227269. Vultur
gryphus, AMNH 8498.
ARDEIDAE: Ardea herodias, AMNH 8933. Bubulcus
ibis, AMNH 8624. Butorides striatus, AMNH 20736.
Egretta caerulea, AMNH [PFC 427 imm. female]. Ixob-
rychus sinensis, AMNH 8621. Nycticorax nycticorax,
AMNH 8625, 20335, (UNS) AMNH 8432.
CICONIIDAE: Ciconia ciconia, AMNH unnum. 1936.
C. nigra, AMNH 6377. Ephippiorhyncus asiaticus, USNM
510447 (incomplete). Mycteria americana, AMNH 8513,
(UNS) AMNH 9038, 9062, 9063, [MYC 85003, 85004,
85006-85009].
TYTONIDAE: Tyto alba, AMNH 14715, 8680, 8682,
20624, [CSG 9216]. T. tenebricosa, AMNH 7495. Phodilus
badius, AMNH 6419.
STRIGIDAE: Aegolius acadicus, AMNH 8489, [CSG
9214]. Asio otus, AMNH 8312. A. stygius, AMNH 7466.
A. fiammeus, AMNH 8684. Bubo bubo, AMNH 7450. B.
shelleyi, AMNH 8414. B. virginianus, AMNH 16092, [SC
957 imm.]. Ciccaba huhula, AMNH [SC 407]. C. virgata,
(UNS) AMNH 7408. Ketupa ketupu, BM A1981. Glau-
cidium brasilianum, AMNH [SC 302, 410, 268]. G. gnoma,
AMNH 7404. Ninox jacquinoti, AMNH 7422. N. odiosa,
AMNH 7423. N. connivens, AMNH 7442. N. philippen-
sis, AMNH 8490. N. scutulata, AMNH 8615. Nyctea
scandiaca, AMNH 8836. Otus asio, AMNH 8310, 20625.
O. watsoniœ AMNH 8685. O. nudipes, AMNH 7438. O.
guatemalae, AMNH 7437. Pulsatrix perspicillata, AMNH
2784. Speotyto cunicularia, AMNH 8679, 7447. Strix var-
ia, AMNH 7439.
PHALACROCORACIDAE: Phalacrocorax auritus,
(UNS) AMNH unnum.
SULIDAE: Sula bassanus, AMNH 8618, 8846. Sula
nebouxi, (UNS) AMNH 8618.
PELECANIDAE: Pelecanus roseus, (UNS) AMNH
8619.
CRACIDAE: Crax alector, AMNH 15006, (UNS) [PFC
412].
PHASIANIDAE: Tetrao parvirostris, (UNS) AMNH
14100.
APPENDIX 2
Descriptions of 49 syringeal characters used in anal-
ysis. Derived states are described first. Characters 7,
26, 28, 38, 40 are multistate, ordered characters; jus-
tiffcation for ordering follows descriptions. Charac-
ters I, 13, 15, 21, 22, 24, 29, 30, 34, 37, and 45 are
multistate unordered characters. Distribution of char-
acter states shown in Table 1. Characters illustrated
in Figures 2, 4, 5, and 7.
A elements
1. Ossification of A elements cranial to tracheo-bronchial
junction.--(1) Completely ossified in all genera in Fal-
conidae and Cathartidae, and in most genera in Stri-
giformes, Ardeidae, and in several accipitrids. (2) Os-
sifted ventrally and laterally, but cartilaginous dorsally
in most accipitrid genera. (0) No ossification. Ele-
ments cartilaginous in Pelecanus, the two species of
Galliformes, and in juveniles in Strigiformes, Acci-
pitridae, Cathartidae and Falconidae.
2. A elements immediately cranial to tracheo-bronchial
junction thinner than subsequent elements and incomplete
laterally.--(1) In the Ciconiidae. (0) Not present. A
elements complete rings in lateral view.
3. Incomplete double A elements on bronchi caudal to
tracheo-bronchialjunction.--(1) Yes. One or two present
in species in all families examined except Ciconiidae.
Gaps between ends of incomplete elements on medial
walls of bronchi, forming lateral borders of internal
membranes. (0) No A elements on bronchi in ciconiid
genera.
4. More than three incomplete double A elements.--(1)
At least four incomplete double A elements; in several
genera in the Ardeidae; in all genera within the Stri-
gidae. (0) No. A4 either single element or complete
double elements.
5. Complete double A elements on bronchi caudal to
tracheo-bronchial junction.--(1) Yes. In all genera in
Cathartidae, Accipitridae and Falconidae; in several
genera in Strigiformes. (0) Not present.
6. More than three complete double A elements.--(1)
Yes. All cathartid genera have at least four complete
double A elements. (0) No.
7. Single A elements immediately cranial to tracheo-
bronchial junction incomplete, with gap in element dor-
sally.-(1) One or two A elements incomplete with
small gaps between ends in Coragyps (2) More than
three A elements incomplete with large gaps between
the ends of each element, in Cathartes and Vultur.
Unique to Cathartidae. Transformation from state 1
to 2 observed in ontogeny of Cathartes. (0) No. In all
other families, single A elements complete when
viewed dorsally.
8. Medial cartilaginous section of complete A elements
narrower than lateral, ossified section.--(1) Yes. In Ca-
thartidae. (0) No.
9. Incomplete A1 elements wider laterally, thicker and
more ossified than other double A elements.--(1) Yes. In
Strigiformes. (0) No.
10. Dorsal ends of incomplete A1 elements connected
medially forming ridge of ossified tissue.--(1) In several
Falco species and in Microhierax. (0) Not present.
11. Ventral ends of incomplete A1 elements extend onto
internal membrane forming amorphous, ovoid accessory
cartilaginous structures.--(1) In strigid genera. (0) Not
present.
12. Ventral ends of incomplete A1 and A2 elements
extend onto cranial surface of internal membrane.--(1) In
accipitrid genera. (0) Not present.
13. Modifications of caudal edges of dorsal ends of in-
complete A1 elements.--(1) Slight pointed cartilaginous
extension of ends. (2) Large cartilaginous extension
borders edge of internal membrane. (3) Ends fused
to ends of B2 elements forming rings in Pandion. (0)
A1 ends unmodified or single element.
14. Dorsal ends of incomplete A1 elements fiattened and
enlarged forming a paddle shape.--(1) In Micrastur spe-
cies. (0) Not present.
Pessulus
15. Pessulus composition.--(1) Pessulus ossified. (2)
Pessulus cartilaginous in several strigid genera. (0)
Pessulus not present in Pelecanus, Phalacrocorax, Pod-
iceps, Spheniscus, Struthio, Casuarius, Dromaius, or Ap-
teryx.
16. Pessulus an extension of A elements.--(1) Yes. (0)
No. Pessulus not present in Pelecanus. In Ciconiidae,
pessulus an extension of B elements, an autapomor-
phy for that family and not included in this analysis.
17. Ossified ridges at dorsal and ventral ends of pes-
sulus.--(1) In Ardeidae. (0) Not present.
18. Dorsally, pessulus ends medially.--(1) In Strigi-
dae, Vultur; Cathartes polymorphic for this character
(see character 19). (0) No.
19. Dorsal and ventral ends of Pessulus extend caudally
from A elements.--(1) Yes. In all species within Fal-
conidae and Accipitridae. In Coragyps, in some adult
Cathartes and in juvenal Cathartes. (0) No.
Tympanum
20. Fusion of A elements cranial to tracheo-bronchial
junction.--(1) In accipitrid and falconid genera and in
Sagittarius, tympanum formed from lateral, ventral,
and dorsal fusion of A elements. Patterns of fusion
and ossification vary among families; described in
following characters. (0) No fusion of A elements.
21. Degree of dorsal ossification of tympanum.--(1) Os-
sifted medially and laterally only in most accipitrid
genera. (2) Ossified completely in all falconid genera
and several accipitrids. (0) Tympanum not present.
22. Dorsal pessulus attachment to tympanum.--(1)
Narrow, more highly ossified medial strip extends
cranially connecting several A elements; in falconid
genera. (2) Ossified narrowly, ends at or just above
tracheo-bronchial junction; in some accipitrids and
Sagittarius. (3) Ossified broadly, ends at or just above
tracheo-bronchial junction in ovoid- or diamond-
shaped pattern; in some accipitrids. (4) Ossified
broadly, extends cranially connecting one or two sin-
gle A elements medially; in some accipitrids. (5) Os-
sifted broadly, extends cranially and laterally forming
a cross-like pattern, in Pandion. (0) Tympanum not
present.
23. A1 not fused ventrally to tympanum.--(1) In all
accipitrids and Sagittarius. (0) A! fused in the Falcon-
idae. In other taxa, there is no tympanum.
24. Pattern of partial dorsal fusion of A elements.--(!)
Slight fusion medially along caudal and cranial mar-
gins of two elements. (2) Medial, triangular-shaped
cartilaginous plug fuses several elements. (3) Medial
plug ossified, elements also fused somewhat along
margins. Derived unordered states describe accipitrid
tympanum. (0) Total fusion in Falconidae; in other
taxa, no fusion of elements.
25. More than seven rings fused to dorsal cartilaginous
plug.--(!) In five accipitrid genera. (0) Six or fewer
rings fused in all other accipitrids and falconids. No
dorsal fusion in other families.
26. Shape of ossified and fused tympanum.--(!) Grad-
uated, widens caudally. (2) Almost cylindrical. (3) Al-
most cylindrical, A1 flattened laterally. In the Fal-
conidae. State 3 modification of state 2. (0) No
systematic variation in accipitrid tympanum shape.
In other taxa, no tympanum present.
27. Dorsal fusion of first two single A elements medially
by ossified bar.--(!) Yes. In Micrastur. (0) Not present.
28. Dorsal fusion of first three or four A elements along
their margins.--(!) Margins apparent along edges of
each ring. (2) Margins somewhat obliterated and only
light sutures apparent medially. Derived states in fal-
conid genera except Micrastur. State 2 modification of
state 1; fusion increased. (0) No. Partial fusion in the
accipitrids (character 29), and in Micrastur (character
27). In other taxa, no dorsal fusion.
29. Pattern of partial ventral fusion of tympanum.--(!)
Slight roedial fusion of A elements along margins. (2)
Triangular-shaped ossified patch covers medial fu-
sion of A elements. (3) Irregular, small ovoid ossified
patch covers roedial fusion. (4) Large ossified patch
covers fusion of A elements medially and laterally.
In Accipitridae, Sula and some Strigiformes. (0) Fusion
total in falconids, lacking in other taxa.
30. Pattern of total ventral fusion of tympanum.--(!)
First three or four A elements fused along margins.
Spaces apparent between elements. (2) First three or
four A elements fused lightly, sutures apparent along
margins. (3) At least five A elements fused entirely
along margins, sutures apparent only laterally. In fal-
conids.
(0) Fusion partial in accipitrids, lacking in other taxa.
B elements
31. All B elements complete rings.--(1) In Ciconiidae.
(0) In other taxa, B elements with medial gaps.
32. B1 at oblique angle transversely.--(!) In Strigidae.
(0) In other taxa, B1 perpendicular to transverse plane.
33. B1 evenly wider than other B elements, concave
caudally.--(!) In all falconids; in Butorides. (0) B! not
concave caudally in any other genera; same width as
other B elements in all other taxa except accipitrids
(character 35).
34. Modifications of shape of incomplete B1 elements.--
(!) Wider at dorsal ends. (2) Slightly wider laterally,
with narrowed ends. (3) Small arc-shaped extension
on cranial margin laterally. (4) Large arc-shaped ex-
tension on cranial margin laterally. (5) Very wide
dorsally, with slight narrowing at ventral ends. In
accipitrids and some strigids. (0) Not present.
35. B1, B2 and B3 concave cranially.--(1) In Sagittar-
ius. (0) No.
36. B1 overlaps A1 laterally.--(!) In accipitrid gen-
era. (0) Membrane separates A1 and B! in other taxa.
37. Modification of shape of dorsal ends of B1 elements
fusing with A1 elements.--(!) Ends very thick and wide,
ascend sharply in L-shape to fuse with A! ends. (2)
Ends thin, ascend gradually to fuse with A1 ends. (3)
Knobbing of craniad edges; craniad extension fuses
with A! ends. (4) Ends thick, rounded, ascend grad-
ually to fuse with A1. Derived states in falconid gen-
era. (0) B! elements complete in Ciconiidae; ends not
modified in other species.
38. Fusion of A1 and B ventral ends.--(!) A! and B1
ends fused. (2) B2 ends also fused. State 2 modification
of state !. (3) B3 ends also fused. State 3 modification
of state 2. In falconid genera. (0) Not present.
39. Fusion of B1 and B2 dorsal ends.--(!) In Accipiter
and three other accipitrid genera. (0) Not present.
40. Fusion of B ventral ends forming ridge bordering
internal membranes.--(!) B! and B2 ends fused. (2) B3
ends fused also. State 2 modification of state !. (0)
Not present.
Membranes and muscles
41. External membrane between A1 and B1 elements.--
(1) In all falconid genera; in Pandion which has mem-
brane between B! and B2 also. (0) Not present.
42. External membranes between B2-4 elements.--(1)
In several accipitrids and Sagittarius. These have ex-
ternal membrane between B1 and B2, also occurring
in many accipitrid genera and not used as a character
because generally small, with intraspecific and indi-
vidual variation in its occurrence; may be an artifact
of preservation. (0) Not present.
43. M. tracheolateralis inserts laterally on A1.--(!) In
the Ardeidae and in Sula. (0) In Falconidae, M. tra-
cheolateralis inserts on lateral membrane, in Accipit-
ridae and Strigiformes, inserts on B1. Not coded in
analysis because correlated with other characters. See
text for discussion of M. tracheolateralis in Galli-
formes, Cathartidae and Ciconiidae.
Accessory structures
44. Cartilaginous border located on cranial edge of in-
ternal membrane, extending from dorsal to ventral ends of
membrane.--(1) Present. (0) Not present.
45. Shape of cartilaginous border.--(1) Narrow, thick-
er dorsally than ventrally. (2) Wide, thicker dorsally
than ventrally. (3) Wide and even. (4) Narrow and
even. (0) Not present.
46. Border ossified.--(1) In three taxa in Accipitridae.
(0) Not present.
47. Small cartilaginous paddle-shaped accessory struc-
tures extend onto internal membranes from dorsal A 1 ends.-
(1) In several accipitrid species. (0) Not present.
48. Small cartilaginous peaks extend caudally onto in-
ternal membranes medially.--(1) In several accipitrid
species. (0) Not present.
49. Internal membranes almost parallel.--(1) In Accip-
iter (0) No internal membranes in Ciconiidae. Internal
membranes at angle to each other when viewed dor-
sally in all other species.