]]OR the second year in succession bird observers in Ohio and Michigan
have reported numerous Northern or Gray Shrikes (Lanius excubitor).
In Michigan most winter shrikes are doubtless of that species, but the Log-
gerhead Shrike (Lanius ludovicianus) has been collected in late fall and win-
ter in Monroe, Wayne, and Lapeer counties in the southern one-third of the
state. Although unquestionably authentic winter records of Loggerheads
have been published (Van Tyne, 1940:35 and Wood, 1951:359), some Mich-
igan observers continue to assume that any shrike seen in that state in winter
"has to be" a Gray Shrike.
Dr. Milton B. Trautman informs me that Ohioaris in contact with nature
clubs have learned that the Loggerhead is supposed to be the only shrike
wintering in Ohio, except, possibly, along the Lake Erie shore, and that these
observers have automatically considered most wintering shrikes to be of that
species prior to the recent Gray Shrike invasions. In the Ohio State Museum
and the University of Michigan Museum of Zoology there are 14 late fall and
winter shrike specimens from Ohio: seven of these are Loggerheads, seven
are Gray Shrikes. Both species have been collected as far south as Perry and
Franklin counties in central Ohio.
Obviously, identifications of winter shrikes in this region based on season-
al or geographic probability are valueless.
FIELD IDENTIFICATION
Field identification is often difficult--particularly for persons who are not
familiar with both species in life. Misleading, incomplete accounts in the
popular bird guides make the problem appear simpler than it is.
Immature Gray Shrikes are washed with shades of brown and are so heav-
ily barred that their identification is easy. The Loggerhead, except for ju-
veniles in summer, is always a gray bird. Unless otherwise stated, the fol-
lowing remarks refer to adults.
Breast vermiculations.--These may be present on both species. Those of
the Gray Shrike are narrow and sharply defined, while those of the Logger-
head are wider and less distinct (see Figure 1). Very heavily marked Gray
Shrikes can be safely identified on the basis of vermiculations alone if the
observer knows the limits of variation in these markings. In the field, how-
ever, many adult Gray Shrikes, particularly as their plumage becomes soiled
or worn, do not show striking vermiculations. Some even appear clear-
breasted. ! have found that vermiculations clearly evident through a 20X
2OO
v,, ^. IDENTIFICATION OF SHRIKES 201
Zimmerman
telescope were frequently invisible through coated 8X and 12X binoculars.
The bars on some fall and winter female Loggerheads are remarkably distinct
and may be easily seen.
Bill color.---This character is of less diagnostic value than is indicated in
most bird guides, for both species may have the base of the bill light-colored
in fall and early winter. The pale area is more restricted on the Logger-
FIG. 1. Left to right: 2 female Loggerhead Shrikes; adult male Gray, adult female
Gray, and immature male Gray Shrikes showing variation in extent and types of
vermiculations.
head's bill, but is visible at distances of 40 to 50 feet in dull light through 7X
binoculars. It is confined to the basal part of the lower mandible. In the
Gray Shrike the basal quarter or one-third of one or both mandibles is light-
colored but only in fall and early winter. The bill becomes entirely black
toward spring--sometimes as early as mid-March.
Facial featbering. The nasal tufts and narrow strip of feathers at the base
of the upper mandible are black in most Loggerheads, though in five of 18
female specimens of L. ludovicianus migrans examined, the latter region is
gray like the rest of the forehead. In the Gray Shrike these feathers are
202 THE WILSON BULLETIN September 1955
Vol. 67, 1o. 3
never dark and are nearly always noticeably white or whitish, contrasting
with the darker gray o! the lorehead and crown. They are most conspicuous
in a full-face view of the bird. ("Squeaking" will often hold the bird's at-
tention long enough for the markings to be seen.) I examined one Logger-
head Shrike that showed whitish feathers at the base of the culmen, but the
nasal tufts of that bird were black.
Fig. 2. Six winter shrike specimens showing size differences. Some allowance must
be made for differences in make-up of skins, but specimens 1, 4, and 5 (counting from
the left) were prepared by the author. Left to right: immature male Gray, adult
female Gray, adult male Gray, adult male Gray, male Loggerhead, female Loggerhead.
The mask of the Loggerhead is wide, the anterior portion of its upper mar-
gin reaching, in most birds, from the top of the eye to the base of the culmen.
Thus the lores and nasal tufts are entirely or largely black. In the Gray
Shrike the loral portion of the mask is narrower, its upper margin extending
downward from the top of the eye to below the middle of the upper mandible.
(Some female Loggerheads have similarly restricted masks but do not show
the whitish nasal tufts mentioned above.) Few Michigan Gray Shrike speci-
Dale A. IDENTIFICATION OF SHRIKES 203
Zimnennan
mens, and those only adult males, show well-defined, complete black masks.
Some males (probably second-year birds) have the black of the lores flecked
with gray which destroys the continuous pattern of the mask. Still other
males (including brown first-year birds) and all females have almost no
black in the lores, this color being confined to the postocular portion of the
mask (except in the very brown first-year females, in which all black is re-
placed by brown). This "broken" mask effect is a useful field mark. A
shrike with much white or gray in the lores and with conspicuous light feath-
ers at the base of the upper mandible is certainly a Gray.
At 1oe range another helpful mark, absent in the Loggerhead, is the small
white spot below the eye of many Gray Shrikes (better developed in females
than in males). Sometimes this spot is joined with the gray of the lores
(see Fig. 4).
DISCUSSION OF FIELD CHARACTERS AND CHARACTERISTICS
As indicated above an early winter shrike with breast vermiculations and
pale-based bill, or a spring bird with apparently clear breast and totally black
bill might represent either species. Furthermore, anyone who has studied a
shrike perched in the distance or on an overhead wire, knows that it is dif-
ficuk to be certain of the lower forehead coloration. Fortunately, there are
a few additional points, which, while differences in degree only, are useful if
used in conjunction with some of the characteristics already discussed. It
must be emphasized, however, that a positive identification could not be
based on their use alone.
The Gray Shrike is a larger, longer bird than the Loggerhead (Fig. 2),
but there is considerable individual variation. Its dorsal plumage is more
silvery-gray, contrasting more with the black mask and less with the white
scapulars than in the darker-backed Loggerhead. Some Grays have very
white rumps, whereas most Loggerheads in this region have rather dark gray
rumps. More important, the Gray Shrike's bill is longer, heavier, and more
strongly hooked than the Loggerhead's, and its head appears longer and larg-
er, in proportion to body size (Fig. 3). These head and bill differences are
very impressive to observers who are familiar with both species. The Log-
gerhead's stubby bill is a relatively inconspicuous part of the bird. That of
the Gray Shrike is noticeable at great distances, even in flying birds.
Voice.--In my experience Gray Shrikes are far more vociferous than Log-
gerheads. They frequently indulge in chattering, squeaking, mimicry, and
even prolonged thrasher-like singing. True singing, while sometimes heard
in October and November, seems to become more frequent after mid-January.
We need detailed information on the vocal habits of both species.
Behavior.--My field experience with winter shrikes in the northern states
204 THE WILSON BULLETIN September
VoL 67, No.
has been largely confined to Lanius excubitor. Dr. Milton B. Trautman, who
has had considerable experience with wintering Loggerheads in Ohio, has gen-
erously placed at my disposal important information from his observations
on shrikes in that state. In the following account I make frequent reference
to his recent letters to me (February 18 and 23, and March 13, 1955).
Several observers have noted that the Gray Shrike's flight often seems
more slow and deliberate than that of the Loggerhead. This difference may
be more apparent than real however, for Bent (1950:120) called the Gray
Fic. 3. Adult male Gray (right) and Loggerhead Shrikes (specimens 4 and 5 of
Fig. 2), showing differences in width of mask and size of bill. (The bill color is con-
siderably darker than that in living birds.
Shrike a "fairly swift flier," and mentioned Rathbun's (1934:24) account of
clocking with an automobile a bird (of the northwestern race, L. excubitor
invictus) at 32 to 42 and (briefly) 45 miles per hour on a windless day.
The Loggerhead seldom perches more than 25 feet above the ground, where-
as the Gray Shrike usually chooses a tall tree-top or high wire for a hunting
perch frequently flying directly from one perch to another without dropping
near the ground as the Loggerhead ordinarily does. The high, undulating
type of flight is common to both species, but when Miller (1931: 222) states
that it "is performed higher above the ground, often as high as twenty
feet . . . "he undoubtedly refers only to L. ludovicianus. The Gray Shrike
Da A. IDENTIFICATION OF SHRIKES 205
Zimmerman
frequently bounds through the air at tree-top level, and sometimes 75 to 100
feet above ground.
Miller (op. cit.:211) also writes that hovering "frequently is observed"
in Loggerhead Shrikes. I have noticed it far more often in the Gray, and
there is frequent mention of it in the literature pertaining to that species.
Trautman writes that this bird "habitually stops and flutters in a stationary
position in mid air, as does the Sparrow Hawk (Falco sparverius)." He
adds that he clocked one for over two minutes, and that he has never noticed
hovering "to be of more than momentary duration in the Loggerhead."
The Gray Shrike seems to bob its tail more frequently and energetically
than does the Loggerhead, and sometimes it indulges in startling behavior
unlike any reported, to my knowledge, for the Loggerhead. Trautman writes
about a singing male Gray Shrike observed on South Bass Island, Ohio, Feb-
ruary 23, 1955:
When ! first saw the shrike it was perched in the top of a small tree, about 25 feet
from the ground, from which perch it sang persistently for over five minutes, after
which I left it. Returning later I found the bird near where I had first seen it.
Approaching closer I saw the bird doing an amazing thing. It was in the top of a
wide branching tree, hopping rapidly from one branch to another, then quickly changing
direction and hopping to another branch. It seemed to do a lot of unnecessary bobbing
and turning. As it hopped about it sang its lovely phrases, sometimes alternating with
cat-calls. I have never seen a similar behavior in any other bird.
! observed nearly identical actions in an immature Gray Shrike near Mt.
Clemens, Michigan, on January 31, 1954. The latter bird preceded his antics
(performed in the top of a 40-foot elm) with 10 or 12 high-pitched, squealing,
sapsucker-like notes.
Near Imlay City, Michigan, December 5, 1954, I watched a subadult Gray
Shrike fly from its perch on a roadside wire to a tree near a chicken yard
where numerous House Sparrows (Passer domesticus) were noisily feeding
on the ground. Apparently attempting to startle the sparrows into flight, the
shrike began excitedly jumping about--from branch to branch, from the tree
to an adjacent wire fence or to low telephone wires and back to the tree
again--all the while flopping its tail and repeatedly spreading its tail and
wings. As I followed the rapid action (with difficulty) through the tele-
scope I was continually reminded of a Mockingbird's (Mimus polyglottos)
"wing-flashing." After nearly a full minute of this behavior one sparrow
flew upward across the open farmyard, with the shrike following. The spar-
row managed to keep above its pursuer and at a point several hundred feet
above ground, where both birds appeared as mere specks, the shrike gave up
the chase.
In the same region, on March 28, 1954, I watched an adult Gray Shrike
perched on a diagonal support cable leading from a tall roadside utility pole
206 THE WILSON BULLETIN September 1955
Vol. 67, No. 3
to the ground. Fluttering its wings like a young bird about to be fed, the
shrike slowly moved sideways down the cable until within a few feet of the
ground, uttering high p'seet notes which I could barely distinguish from those
FG. 4. Gray Shrike (? female), Arcadia Township, Lapeer County, Michigan, Decem-
ber 17, 1953. iNote the interrupted mask and the extent of the light area on the lower
mandible. Photograph by L. M. and L. P. Zimmerman.
of several Horned Larks (Eremophila alpestris) that were calling from the
adjacent field. A few minutes later it flew to the high wires above and be-
gan preening. It was heedless of my presence and remained within 15 feet
of the road while two or three automobiles roared past.
Dale A. IDENTIFICATION OF SHRIKES 207
Zimmerlnan
Miller (op. cit.:144) writes: "Apparently L. excubitor is less fixed in its
winter habitat than L. ludovicianus, for it seems to wander about in response
to varying local conditions of food and weather." However, both species
seem to inhabit definite territories in winter. Several times from December,
1953, through March, 1954, my family and I observed what we believed to
be the same Gray Shrikes in certain localities in Lapeer County, Michigan.
Although these individuals had favorite hunting perches their territories were
large, thus making it difficult to find a particular bird on a given day.
Mrs. Alice D. Miller banded an adult, male-plumaged Gray Shrike at her
Leonard, Michigan, station on November 3, 1954, and retrapped the same
bird there February 3, 1955. An adult that I banded November 29, 1953,
in Lapeer County, was possibly the same banded individual I saw 300 yards
south of the banding station on March 21, 1954.
Trautman observed some Ohio Gray Shrikes that seemed to hunt over
great circular routes. He "followed one for a distance of 2 miles during
a hour period and it still had not completed its circle." The Loggerhead,
according to that observer, is "quite sedentary in winter and the same bird
can be seen day after day about its [osage orange] hedge."
Trautman informs me that the Gray Shrike "apparently cannot compete
with" the Sparrow Hawk; that when a Gray Shrike enters the winter territory
of a Sparrow Hawk it is driven out, and when the falcon enters a Gray
Shrike's territory the shrike immediately leaves. His observations indicate
that there is no such competition between Sparrow Hawks and Loggerhead
Shrikes; he has seen those two species sharing the same hunting territory.
Miller (op. cit.:213) stated that "there appear to be more records of L.
excubitor carrying food in the feet than there are of L. ludovicianus." In
his extensive field work with western races of the Loggerhead Shrike he never
saw a bird carry food in its feet (though he pointed out that the action did
occur at least rarely in that species). I have several times seen Gray Shrikes
carrying birds or mice for distances of 100 feet to a quarter of a mile; in
every case prey was carried in the feet. ! have never seen the Loggerhead
attempt to carry vertebrate prey. Floyd (1928:46) summarized reports by
23 eastern observers which show that the Gray Shrike may use either its
bill or feet in this connection: 13 observers reported the use of bill only,
seven observed the use of feet only, and three noted the use of both.
ACKNOWLEDGMENTS
I wish to thank Dr. C. T. Black, Mrs. Alice D. Miller, and Mr. R. A. O'Reil-
ly, Jr., for bringing to my attention various points that ! might otherwise
have overlooked; my parents, Dr. and Mrs. L. M. Zimmerman, who willingly
photographed a very uncooperative and sharp-billed shrike; G. Reeves Butch-
208 THE WILSON BULLETIN September 1955
Vol. 67, No. 3
art, for editorial advice; Dr. Edward S. Thomas, for supplying data from
specimens in the Ohio State Museum; Dr. Milton B. Trautman, for giving
me the benefit of his valuable field experience with shrikes in Ohio; and Dr.
Josselyn Van Tyne, to whom I am indebted for use of specimens in the Uni-
versity of Michigan Museum of Zoology, for reading portions of the manu-
script, and for numerous other courtesies.
LITERATURE CITED
BENT, A. C.
1950 Life histories of North American wagtails, shrikes, vireos, and their allies.
U.S. Nat. Mus. Bull. 197.
FLOYD, C. B.
1928 Notes on the invasion of New England and other Atlantic States by the
northern shrike during the winter of 1926-27. Bull. Northeastern Bird-Banding
,4ssoc., 4:43-49.
MILLER, A. H.
1931 Systematic revision and natural history of the American shrikes (Lanius).
Univ. Call/. Publ. Zool., 38:11-242.
RaTDUN, S. F.
1934 Notes on the speed of birds in flight. Murrelet, 15:23-24.
VAN TYNE, J.
1940. Migrant shrike in Michigan in winter. Wilson Bull., 52:35.
WOOD, N. A.
1951 The birds of Michigan. Univ. Mich. Mus. Zool. Misc. Publ. No. 75.
MUSEUM OF ZOOLOGY, UNIVERSITY OF MICHIGAN, ANN ARBOR, MICHIGAN,
MAaCH 21, 1955