SUMMARY
Techniques from multivariate statistics were employed to evaluate the phenetic (morphologic) similarities among the cranes (Gruidae). Both external and skeletal characters were analyzed using different data sets constructed by transforming and partitioning the data. The analyses included both principal component analysis and cluster analyses using distance or correlation coefficients. The results were summarized in 3-dimensional diagrams and phenograms. Phenograms as well as similarity matrices were compared and contrasted among themselves and with classifications of other authors. Phenetically the cranes form quite distinct groups; these are similar to the groups found in the classification currently in general use (Peters 1934) with the exception of Grus leucogeranus. This species is very similar to Bugeranus carunculatus, particularly with regard to skeletal characteristics and the two may in the future be considered congeneric.
The monographs on the Gruidae by Blythe and Tegetmeier (1881) and
Blaauw (1897} indicate that the cranes were studied extensively in the 19th
century. However, opinions of taxonomists of that time differed widely as
to the generic and specific limits within the family. Sharpe (1899) listed
19 species and 9 genera while Blythe and Tegetmeier (1881) and Blaauw
(1897) recognized 16 species in 2 and 3 genera, respectively. Little systematic
work has been conducted on cranes in the 20th century except to address
questions of nomenclature and to describe subspecies (e.g., Peters 1925, Grant
1948, Walkinshaw 1965). Peters (1934) proposed the classification in general
use today (4 genera, 14 species) and the only changes in generic or specific
limits have concerned Balearica (Walkinshaw 1964). Archibald (1975)
reevaluated phylogenetic relationships within the Gruidae by examining the
structure of the unison calls. He studied 13 of the 15 species (recognizing
2 species of Balearica} and recently obtained data on Grus leucogeranus
(pers. comm.). The classifications of Peters and Archibald are represented
in Fig. 1.
Taxonomic investigations and studies dealing with evolutionary patterns
or adaptations are particularly reliant on morphologic information. Detailed
comparative morphological studies (particularly skeletal} do not exist for
the Gruidae and it is my purpose to evaluate the phenetic similarities among
the cranes (both external and skeletal) and compare the results with current
classifications.
MATERIALS AND METHODS
Up to 10 skins for each of the 15 crane species were measured. Usually the first 10
specimens encountered were measured, but in the few cases where larger series existed
(e.g. Grus canadensis) I measured equal numbers of males and females. Skeletons of 14
of the 15 species were located. Table 1 details the material used along with the current
ranges of the species. The nomenclature is that of Peters (1934) except that 2 species of
Balearica are recognized in light of Walkinshaw's (1964) work. The original data are
contained in appendices to Wood (1976).
I coded 95 external characters (EXT) from each skin including characters from all
parts of the body. For coding color characters I used the Munsell system (1973), a
numerical scheme which specifies colors using 3 components. Only the component
representing the lightness or darkness (gray scale) of the color was used because the
remaining components (representing hue and intensity) showed little variation. Measure-
ments of plumage such as lengths of primaries and vane widths of rectrices were made
with a rule to the nearest 1.0 ram, and those of other parts with dial calipers to 0.1 min.
384
Wood GRUID RELATIONSHIPS 385
(o) TAXONOMIC RANK (b) TAXONOMIC RANK
6 4 2 0 6 4 2 0
I. G. GRUS I, G, GRUS
2, G. NIGRI. 2. G, NIGRI.
3, G. MONACH, 3, G. MONACH,
4, G. CANAD. 5, G, dAPON,
5 G JAPON, 6. G. AMER.
6. G. AMER, 4. G. CANAD,
7, G, VIPIO 7, G. VIPIO
__ 8. G, ANTIG, 8. G. ANTIG.
f 9. G, RUBIC, 9. G. RUBIC.
I0. G. LEUCO. I0. G. LEUCO.
II. BU. CARUN. II. BU. CARUN.
12, A, VIRGO 12. A, VIRGO
--13. A. PARAD. --13. A. PARAO.
14, BA, PAVON, 14, BA, PAVON.
--15. BA. REGUL. [ 15. BA. REGUL.
PETERS ARCHIBALD
Fro. 1. Dendrograms representing the classifications of cranes proposed by Peters
(1934) and Archibald (1975, pers. comm.). Taxonomic levels have been arbitrarily
assigned the following values: (2) species, (3) subgenus, (4) genus, (5) subfamily,
(6) family.
The head and neck region was divided into 19 areas and each coded for the amount of
leathering using a scale of 0 (no feathers) to 5 (fully Ieathered). I coded 21 two-state
(presence or absence) characters to take into account the special features of the various
species.
A total of 55 skeletal measurements (SKEL) was taken with either dial or vernier
calipers to the nearest 0.1 ram. Characters 1 50 are those of Schnell (1970a) with
appropriate modifications due to differently shaped bones in the cranes. Characters
51 55 are designed to measure the tracheal invagination into the sternum. Both external
and skeletal characters are described in the appendix of Wood (1976).
Models (based on principal component analyses) and phenograms were constructed
using techniques such as those employed by Schnell (1970a, b), Robins and Schnell
(1971) and Hellack (1976). Computations were performed on the IBM 370 computer
using the computer program package NT-SYS developed by F. J. Rohlf, J. Kishpaugh
and D. Kirk. The reader is referred to Schnell (1970a) and Sneath and Sokal (1973)
for full details on these methods.
A preliminary principal component analysis was conducted on the data after logarithmic
transformation and standardization to evaluate the effect of size. Size has been shown
to be a major component of the variation in other phenetic studies on birds (Schnell
1970a, Robins and Schnell 1971, Hellack 1976, Hellack and Schnell 1977). Thus, I
followed their suggestions and transformed my data to reduce this effect. Sternum length
and humerus length were used as divisors of all skeletal measurements to form 2 trans-
formed data matrices composed of ratios (SKEL/STERNUM, SKEL/HUMERUS).
External dimensional measurements were divided by a size factor (sum of wing length,
length of bare tibia and tarsus length) and combined with the 2-state characters to form
a data set (EXT-WO/COLOR). The color characters were added to these data to form
a second data set of external characters (EXT/LENGTHS). SKEL/STERNUM and
EXT/LENGTHS were combined to form a data set over all characters (COMBINED).
386 THE WILSON BULLETIN Vol. 91, No. 3, September 1979
TABLE 1
NUMBEa ASSIGNED TO EaCH SPECIES Or CaANE. NUMBEa OF SKINS AND SKELETONS
MEaStmED AND GEOGaaPHIC DISTRIBUTION OF SPECIES a
Current distribution
No. No. (B) Breeding; (W) Wintering;
Name n skins skeletons (R) Resident
1. Grus grus 10 10 (B) Northern Eurasia,
Common Crane India; (W) Mediter-
ranean, India, China
2. Grus nigrlcollls 10 0 (R) Tibet, Kashmir,
Black-necked Crane to Viet Nam
3. Grus monacha 9 1 (B) Central Siberia;
Hooded Crane (W) Japan, S. Korea,
S. China
4. Grus canadensls 10 10 (B) Northern N. Am.,
Sandhill Crane southeast U.S.A., Cuba;
(W) southern U.S.A.,
Mexico, Cuba
5. Grus japonensls 10 8 (B) Eastern Siberia,
Manchurian Crane Manchuria, Japan;
(W) Japan, Korea
6. Grus americana 10 10 e (B) Wood Buffalo Park,
Whooping Crane Canada; (W) Aransas Natl.
Wildl. Ref., Texas, U.S.A.
7. Grus vipio 9 8 c (B) Southeast Siberia,
White-naped Crane northwest Mongolia;
(W) Central China,
South Korea
8. Grus antlgone 10 10 (R) India, Burma, Malaya,
Sarus Crane northeast Australia
9. Grus rublcunda 10 7 (R) Western and northern
Brolga Australia
10. Grus leucogeranus 9 6 (B) Northern Siberia;
Siberian Crane (W) Asia Minor (?),
India, China
11. Bugeranus carunculatus 9 7 (R) East and south Africa
Wattled Crane
12. Anthropoides virgo 10 10
Demoiselle Crane
13. Anthropoides paradisea 8 10
Stanley Crane
14. Balearica pavonina 10 10
West African Crowned Crane
15. Balearica regulorum 10 10
Gray Crowned Crane
(B) North Africa, southern
U.S.S.R. to Mongolia;
(W) North Africa to Burma
(R) Africa south of the
Zambesi River
(R) Africa between 0
and 15 N latitude
(R) Africa south of
the equator
Distributions taken from Walkinshaw (1973).
Species names from Peters (1934) and Walkinshaw (1964); common names frown Walkinshaw
( 1978),.
Incuaes 2 partial skeletons.
Wood GRUID RELATIONSHIPS 387
For all data matrices, characters were standardized to a mean of 0 and standard deviation
of 1. A matrix of correlations among characters was computed and from it principal
components were extracted. The crane species were projected onto the first 3 components
and plotted using the computer package GRAFPAC developed by F. J. Rohlf. The
shortest minimally connecting network was superimposed on each of the 3-dimensional
models to indicate distortion. Character loadings were computed for each of the com-
ponents to identify the sources of variation; loadings of the first 3 principal components
for each analysis are contained in appendices to Wood (1976). The correlation between
(1) a matrix of euclidean distances between species in the 3-d model and (2) the cor-
responding distance matrix (described below) was calculated to give a matrix correlation
coefficient. This coefficient gives an indication of how well the 3-d model represents
the distance matrix.
Product-moment correlation and average distance coefficients were computed for all
pairs of species. Cluster analyses using the unweighted pair-group method with arithmetic
averages (UPGMA) were performed on all correlation and distance matrices (basic
similarity matrices, abbreviated BSMs) and the results summarized in phenograms.
Matrix correlation coefficients were calculated to indicate the degree of concordance
between similarity values in a phenogram and its BSM.
To compare the results of this study with the work of other authors, similarity matrices
were constructed from the classifications of Peters (1934) and Archibald (1975, pers.
comm.). For details of this procedure see Schnell (1970a). These were combined with
the BSMs and correlations between all pairs of matrices were computed. The similarity
matrix produced was subjected to clustering using UPGMA and the results summarized
in a phenogram. The classifications of Peters and Archibald were compared to my
phenograms in a similar manner.
The following abbreviations are used. Specific BSMs are named by hyphenating CORR
or DIST (depending on the type of similarity coefficient used) to the appropriate data
matrix (e.g. CORR-EXT/LENGTHS). Phenograms derived from specific BSMs bear
the name of the BSM. The classifications of Peters 11934) and Archibald (1975, pers.
comm.) are denoted by PETERS and ARCHIBALD, respectively.
RESULTS
Three-dimensional models.--The ordination of the crane species with
respect to the first 3 principal components derived from EXT/LENGTHS is
shown in Fig. 2. Components I, II and III explain 28.6, 17.2 and 11.2% of
the character variance for a total of 56.9. In spite of the low percentage,
the model is an excellent representation of the BSM DIST-EXT/LENGTHS;
the matrix correlation being 0.97. Other 3-d models also show a high matrix
correlation regardless of how much character variance is explained by the
principal components. The Baleatica species (14, 15) are separated by prin-
cipal component I (PC-I) which has high (absolute value >0.8) negative
loadings on a complex of wing (EXT 32, 36, 38, 40, 42), tarsus (EXT 53)
and leathering (EXT 66, 70) characters and high positive loadings on 2 tail
(EXT 48, 49) and 4 two-state (EXT 81, 85, 89, 93) characters. Crowned
cranes have narrower outer vanes on the primaries, shorter tarsi, longer tails
388 THE WILSON BULLETIN Vol. 91, No. 3, September 1979
)11
,13
5
2'
EXT / LENGTHS
rcc :,967
Fx6. 2. Projection of the crane species onto the first 3 principal components based
on a matrix of correlations among external characters divided by the sum of wing and
leg lengths (see text). I and II are indicated and the height represents component Ilk
The shortest minimally connecting network is superimposed on the character space.
Species names corresponding to the numbers can be found in Table 1.
and less leathering on the gular and auricular areas than other cranes (all
measurements except leathering are relative to the size factor and are ratios).
The 2-state characters indicate the presence of special features such as the
crest and the oval nostrils.
The remaining cranes are spread along a continuum by PC-II which has
high positive loadings (0.7) on characters dealing with lengths of secondaries
tEXT 43, 45, 47), color of the outer secondaries (EXT 19) and the width
of the mandibular ridge (EXT 29). Grus americana (6) and G. leucogeranus
(10) are whiter than other cranes and larger (relative to the size factor)
for the dimensional measurements listed. tnthropoides spp. (12, 13) are
smaller relative to the size factor and darker than other cranes. PC-Ill has
high positive loadings on the colors of 3 neck regions (EXT 7, 13, 17) and
a high negative loading on EXT 80 (a feather contrast). Bugeranus (11),
G. japonensis (5) and G. nigricollis (2) are separated from all other cranes
Wood GRUID RELATIONSHIPS 389
13
,10
)8
SKEL / HUMERUS
rcc = .971
)3
FIG. 3. Projection of the crane species onto the first 3 principal components based on
a matrix of correlations among skeletal characters divided by humerus length. Principal
components I and II are indicated and the height represents III. The shortest minimally
connecting network is superimposed on the character space. Species names corresponding
to the numbers can be found in Table 1.
by this component. Bugeranus (11) has very light colors for these neck
regions and no contrast in the secondary coverts whereas the 2 Grus (2, 5)
have the opposite condition. The other species are intermediate or exhibit
a mixture of these characteristics.
Fig. 3 depicts the 3-d model of SKEL/HUMERUS. Anthropoides virgo
(12) is separated from the others and among the other species 3 relatively
tight groups are present: (A) G. japonensis, G. americana, G. vpio, G.
antigone and G. rubicunda (5-9); (B) G. leucogeranus and Bugeranus (10,
11); and (C) Balearica (14, 15). In the center is a loose aggregation of the
remaining Grus ( G. grus, G. monacha, G. canadensis [1, 3, 4]) and Anthro-
poides taradisea (13). The matrix correlation coefficient is 0.97 and the
components explain 37.8, 17.8, and 13.6% of the variance, respectively (total
69.2). PC-I has high positive loadings on several bill and furcular characters
(SKEL 1, 2, 11, 12, 13, 19, 20), posterior synsacrum length (SKEL 27) and
sternal head width (SKEL 51) and high negative loadings on skull width
390 THE WILSON BULLETIN Vol. 91, No. 3, September 1979
I 5
s 7
Fro. 4. Projection of the crane species onto the first 3 principal components based on
a matrix of correlations among skeletal characters divided by sternum length. Principal
components I and II are indicated and the height represents Ilk The shortest minimally
connecting network is superimposed on the character space. Species names corresponding
to the numbers can be found in Table 1.
(SKEL 8) and carpometacarpus depth (SKEL 45). The Balearica (14, 15)
have, relative to humerus length, shorter bills, furculae and synsacra and
narrower sternal heads but wider skulls and carpometacarpi than other cranes.
PC-II is a contrast of carpometacarpus and phalanx lengths (SKEL 47, 49)
and tibiotarsus length (SKEL 36). Relative to humerus length, 4. virgo (12)
has longer hand bones, a shorter tibiotarsus and deeper mandibles than other
cranes. Species at the back of the diagram (e.g.G. leucogeranus [10] and
Bugeranus [11]) have the opposite condition. PC-Ill separated G. leu-
cogeranus (10) and Bugeranus (11) from the other species as well as further
isolating 4. virgo (12). These species have (relative to humerus length)
narrower leg bones than other cranes. This is shown by high negative load-
ings on characters SKEL 32, 35, and 39.
As in SKEL/HUMERUS, Balearica (14, 15) and G. leucogeranus and
Bugeranus (10, 11) form distinct clusters in the 3-d model of SKEL/STER-
NUM (Fig. 4). 4nthropoides spp. (12, 13) are found in the center of the
model and remaining Grus spp. (1-9) are in a loose group (with 2 parts)
on the right. The first 3 components explain more than 90% of the variation
(71.6, 16.2, 4.7%) and the matrix correlation is 0.998. PC-I has high negative
loadings on all but 14 characters and PC-II has high negative loadings on 7
of these 14 (SKEL 1, 2, 4, 11, 12, 13, 20: all from the bill and furcula).
Wood GRUID RELATIONSHIPS 391
CORRELATION
-0.2 0.2 0.6 1.0
_ I.G. GRUS
7. G. VlPlO'
[ 3. G. MONACH.
4. G. CANAO.
I I. BU. CARUN.
r-----12. A. VIRGO
--13. A. PARAO.
CORE- EXT/ LENGTHS
Z G. NIGRI.
5 G. JAPON.
-- 6. G AMER.
I0. G. LEUCO.
-- 8 G. ANTIG.
--- 9. G. RUBIC.
--14. BA. PAVON.
15. BA. REGUL.
I
rcc = .866
Fic. 5. Correlation phenogram of cranes based on external characters divided by tht
sum of wing and leg lengths (see text).
Thus, relative to sternum length, the Balearica species (14, 15) as well as
Bugeranus (11) and G. leucogeranus (10) are larger than other cranes in
all dimensions except bill length, furcula length and keel depth (PC-I).
Bugeranus (11) and G. leucogeranus (10) also have (relative to sternum
length) the longest bills and furculae of the cranes whereas Balearica (14, 15)
have the shortest (PC-II). PC-Ill has a high negative loading on keel depth
(SKEL 23). This means that Anthropoides (12, 13) have shallow keels
relative to sternum length. PC-I also has high loadings (positive) on SKEL
51-55 (tracheo-sternal characters). Thus, PC-I is a contrast between the
sternal invagination by the trachea and most of the rest of the skeleton; the
Balearica (14, 15) and Bugeranus (10, 11) groups show little or no tracheal
invagination.
Phenograms.--In the CORR-EXT/LENGTHS phenogram (Fig. 5) there
are 3 major clusters: (A) Balearica; (B) Bugeranus, Anthropoides, and 4
Grus species (G. grus, G. monacha, G. vipio and G. canadensis) ; and (C)
the remaining species of Grus. The Grus species form species pairs and are
separate from Bugeranus and Anthropoides in group B. The matrix correlation
of 0.87 indicates a relatively good fit of the phenogram to its BSM.
Except for 3 species, the clusters using distances (DIST-EXT/LENGTHS;
see Fig. 6b in Wood [1976]) are the same as in CORR-EXT/LENGTHS. G.
japonensis and Bugeranus are each quite distant from all other species (shown
by component III of Fig. 2) and G. nigricollis clusters with G. grus, G. vipio,
G. monacha and G. canadensis. The matrix correlation of 0.92 indicates a
good fit of the BSM.
The 2 phenograms derived from EXT-WO/COLOR (only the distance
phenogram is shown; Fig. 6; see Fig. 7a in Wood [1976] for the correlation
392 THE WILSON BULLETIN Vol. 91, No. 3, September 1979
DISTANCE
1.8 1.4 1.0 0.6 0.2
I. G. GRUS
7, G. VIPIO
3, G. MONACH.
.j I 4. G. CANAD.
I [ ,-----F---6'G' AMER.
,.._J L_ 10. G. LEUCO.
I I ANTIG.
i 9. G. RUBIC.
I J -- 5. G, JAPON.
rl -- 2. G, NIGRL
L --12. A. VIREO
I I ' --I. A. PARAD.
-[ ' --I I. BU. CARUN.
I , 14. BA. PAVON.
1 . BA. REGUL.
DIST- EXT- WO COLOR rcc =.94 $
Fic. 6. Distance phenogram of cranes based on external dimensional characters (EXT
2&58) and 2-state characters (EXT 75--95) (dimensional characters divided by the sum
of wing and leg lengths).
phenogram) differ from those of EXT/LENGTHS mainly in the placement
of the zlnthropoides species and Bugeranus: these species are not associated
with any Grus species in both CORR- and DIST-EXT-WO/COLOR. As in
EXT/LENGTHS, G. nigricollis and G. japonensis do not cluster consistently
with other species: otherwise the Grus species show the same split in both
analyses. The matrix correlation of 0.94 for DIST-EXT-WO/COLOR is the
highest recorded in this study. CORR-EXT-WO/COLOR has a matrix cor-
relation of 0.84 indicating a moderately good fit of the BSM.
CORR-SKEL/HUMERUS (Fig. 7a) is quite different from the external
analyses. Two major groups are apparent: (A) Balearica, zlnthropoides, G.
grus, G. monacha and G. canadensis; and (B) Bugeranus plus the remaining
Grus. Group A is split into 2 subgroups with zlnthropoides paradisea and
Baleatica being separated from Grus and :/. virgo. Group B shows a less
distinct split and most species are arranged in pairs. Certain spec'-'es asso-
ciations are similar to ones found in the external analyses: (1) G. grus, G.
monacha, G. canadensis ; (2) Baleatica ; and (3) G. antigone, G. rubicunda.
The matrix correlation of 0.77 indicates that the phenogram represents its
BSM less well than do others in this study.
DIST-SKEL/HUMERUS (Fig. 7b) is different from both CORR-SKEL/
HUMERUS and from the external analyses. :tnthropoides is split, as in
CORR-SKEL/HUMERUS, but :/. paradisea clusters with G. grus and G.
canadensis while :/. virgo is relatively distant from all other species. G.
leucogeranus and Bugeranus cluster as in CORR-SKEL/HUMERUS but the
arrangement of the other Grus species is different from that analysis. The
Wood GRUID RELATIONSHIPS 393
(a) CORRELATION
-0,2 0 2 0.6 1.0
-- I, G GRUS
W 12, A VIRGO
5. G, MON ACH.
.j 4. G CANAD
3 A PARAD
14. BA PAVON.
---'F- ' 5 G. dAPON
7G. VIPIO
6 G AMER
-- 8 G ANTIG
9 G RUBIC
-- IO.G LEUCO
-- II BU CARUN
CORR-SKEL / HUMERUS rcc=.771
(b) DISTANCE
1,8 14 I0
b t
I i i i
DIST- $KEL /HUMERUS
O6
02
I G GRUS
-- 4 G CANAD
13 A PARAD
5 G JAPON
-- 6 GAMER
8 G ANTIG
-- 9 G RUBIC
3. G MONACH
I0 G LEUCO
II BU CARUN.
12 A. VIRGO
14 BA PAVON
15 BA. REGUL
rcc =.896
Fze. 7. Correlation (a) and distance (b) phenograms of cranes based on skeletal
characters divided by humerus length.
only similarities to the external analyses are the association of G. americana,
G. antigone and G. rubicunda and the separation of Balearica from other
species. The matrix correlation of 0.90 indicates a good fit to the BSM.
With the exception of G. leucogeranus, the major groups of CORR-SKEL/
STERNUM (Fig. 8) correspond to the genera recognized by Peters (1934,
Fig. la). G. leucogeranus is very close to Bugeranus as in SKEL/HUMERUS.
The high matrix correlation of 0.92 indicates a good fit of the BSM.
Like CORR-SKEL/STERNUM, the major clusters of DIST-SKEL/STER-
NUM (see Fig. 9b of Wood [1976]) correspond closely to the groupings of
Peters (1934). G. leucogeranus is the only exception, clustering (as in all
CORRELATION
-0.2 0.2 0 6 hO
I. G GRUS
I 3 G MONACH.
5 G dAPON
I I I L? 6. G. AMER.
l ' 8. G. ANTIG.
4.. G, CANAD.
E,,,o.. G. 'EOO0.
BU CARUN.
2 A VIRGO
----13 A. PARAD
El4 BA PAVON.
15, BA, REGUL.
I I I I I I
CORR-SKEL/STERNUM rcc= 929
FIG. 8. Correlation phenogram of cranes based on skeletal characters divided by
sternum length.
394 THE WILSON BULLETIN Vol. 91, No. 3, September 1979
DISTANCE
20 08 0.4
-- I G GRUS
-- 3, G MONAOH
-- 7 G. VIPIO
-- 4. G CANAD.
-- 6. GAMER.
-- 8 G. ANTIG.
9. G RUBIC.
5 G JAPON.
A VIRGO
t3 A. PARAD
io. G. LEUCO
I I I. BLI CARUN.
EIi54: BA PAVON.
BA. REGUL.
DIST- COMBINED rcc: 930
Fig. 9. Distance phenogram of cranes based on external characters divided by the
sum of wing and leg lengths and skeletal characters divided by sternum length.
skeletal analyses) with Bugeranus. Within Grus the species associations are
the same as CORR-SKEL/STERNUM except that G. antigone and G. rubi-
cunda cluster with G. canadensis. Anthropoides is on the average closer to
the Grus cluster than to the other species. The matrix correlation of 0.87
indicates a good fit of the BSM.
Two major groups are present in CORR-COMBINED (see Fig. 10a of
Wood [1976]): (A) Anthropoides, Balearica and Bugeranus; and (B) Grus.
Within the first group, Anthropoides is separated from Bugeranus and
Balearica and within the second, G. antigone, G. rubicunda and G. leuco-
geranus are separated from the remaining Grus. The arrangement of the
Grus species is most similar to the external analyses except that G. americana
clusters with G. grus and G. monacha in CORR-COMBINED rather than with
G. antigone and G. rubicunda. The matrix correlation of 0.83 is low for this
study but still indicates a good fit.
With the exception of G. leucogeranus, the clusters in DIST-COMBINED
(Fig. 9) correspond to Peters' (1934) genera. This species is most similar
to Bugeranus (as in the skeletal analyses). Anthropoides is closer to Grus
than to Bugeranus and Balearica is distant from all other slecies. The matrix
correlation is 0.93.
DISCUSSION
Stability o/ clusters.--The most stable cluster throughout the analyses is
that of the Balearica species. In every analysis these 2 species are more
similar to each other than either is to another species. Balearica is divergent
Wood GRUID RELATIONSHIPS 395
from all other species in 6 of 10 analyses. In the 4 remaining analyses it is
always more similar to Anthropoides or Bugeranus than to Grus.
The Anthropoides species cluster together in all but SKEL/HUMERUS.
This appears to be due to the choice of humerus length as a divisor. Appar-
ently the humerus of A. virgo (relative to other bones) has evolved in a
manner slightly different from the humeri of other cranes. Anthropoides is
more often closer to Grus species (5 of 8 analyses) than to either Bugeranus
or Baleatica.
Grus (excluding G. leucogeranus) exists as a major group in all of the
analyses except CORR-EXT/LENGTHS, DIST-EXT/LENGTHS and CORR-
SKEL/HUMERUS. Within the Grus group(s), species are often loosely
connected with several species demonstrating no consistent associations.
However, several clusters appear relatively constant. G. antigone and G.
rubicunda represent the most stable Grus pair appearing in the same cluster
in all analyses and as a species pair in all but one (CORR-SKEL/STERNUM).
That these 2 species are very similar is further evidenced by their successful
hybridization in a recently developed area of sympatry in Australia (J. G.
Blackman: quoted by G. W. Archibald, pers. comm.).
Except for SKEL/HUMERUS, G. grus, G. monacha, and G. vipio cluster
in the same major group and are often closely associated. Like the G. anti-
gone-G. rubicunda pair, these 3 species are sympatric over parts of their
ranges and at least 2 (G. grus and G. monacha) are known to hybridize in
the wild (Walkinshaw 1973).
The remaining Grus species cluster much less consistently with other species
of the genus: G. nigricollis is represented only in the external analyses but
does not cluster consistently; G. canadensis clusters with G. monacha in the
external analyses but is not consistent elsewhere; G. americana clusters with
G. leucogeranus in the external analyses but is more similar to G. vipio in
the others; finally, G. ]aponensis forms its own group in more than half of
the analyses.
Grus leucogeranus is very similar to G. americana in the external analyses
but clusters with Bugeranus in the skeletal analyses and in DIST-COMBINED.
This is a contrast to the phenetic relationships among the other gruid species,
for which the external and skeletal analyses produce similar results.
Relationships among classi]ications.--To give a more detailed analysis of
the relationships among similarity matrices and among phenograms, com-
parisons were made among all pairs of BSMs as well as all pairs of pheno-
grams. Table 2 gives coefficients of correlation for all pairs of BSMs (lower
left) and coefficients of cophenetic values for pairs of phenograms (upper
right). Fig. 10 summarizes these relationships in the form of dendrograms.
The matrix correlation coefficient of the dendrogram of BSMs is only 0.68,
396 THE WILSON BULLETIN Vol. 91, No. 3, September 1979
TALZ 2
COEFFICIENTS OF CORRELATION FOR PAtaS OF BSMs (LOWER LEFT) AND COEFFICIENTS
OF COPHENETIC VALUES FOR PAIRS OF PHENOCRAMS (UPPER aICHT)
1 2 3 4 5 6 7 8 9 10 11 12
1. ARCHIBALD .852
2. PETERS .852
3. CORR-EXT-WO/COLOR .509 .691
4. DIST-EXT-WO/COLOR .783 .894
5. CORR-EXT/LENGTHS .440 .629
6. DIST-EXT/LENGTHS .744 .844
7. CORR-COMBINED .655 .658
8. DIST-COMBINED .850 .832
9. CORR-SKEL/STERNUM .748 .634
10. DIST-SKEL/STERNUM .817 .686
11. CORR-SKEL/ItUMERUS .559 .575
12. DIST-SKEL/HUMERUS .769 .794
.614 .818 .446 .705 .623 .899 .723 .828 .293 .812
.788 .943 .640 .820 .666 .883 .570 .671 .387 .831
.833 .922 .830 .685 .710 .446 .468 .473 .603
.787 .688 .878 .605 .870 .500 .618 .348 .816
.885 .670 .823 .569 .614 .276 .336 .482 .486
.760 .903 .722 .521 .877 .338 .575 .382 .730
.766 .632 .776 .683 .606 .712 .615 .392 .448
.659 .821 .640 .891 .815 .626 .847 .332 .836
.462 .516 .442 .505 .817 .756 .766 .354 .542
.443 .609 .398 .630 .787 .910 .858 .282 .673
.527 .491 .520 .501 .749 .635 .732 .653 .366
.557 .709 .506 .700 .665 .798 .696 .750 .746
a The absolute value of the coefficients are used since similarity for a distance BSM or phenogram
is opposite that for a correlation type.
an indication that considerable distortion exists among the main branches
of the dendrogram. All distance BSMs cluster together with PETERS and
ARCHIBALD but the correlation BSMs are contained in 3 distinct clusters.
In contrast to what has generally been found by other workers (e.g., Schnell
1970b, Robins and Schnell 1971, Hellack 1976, Hellack and Schnell 1977)
(o) CORRELATION (b) CORRELATION
0.6 O.B I.O 0.4 0.6 0.8 I.O
ARCHIBALD [. ARCHIBALD
D IST- SKEL / STERNUM PETERS
DIST-SKEL / HUMERUS DIST- EXT- WO COLOR
PETERS -- DIST-SKEL /HUMERUS
DIST-EXT-WO COLOR CORR-EXT-WO COLOR
DIST- EXT/LENGTHS CORE- EXT/LENGTHS
CORE- COMBINED DIST- EXT/ LENGTHS
CORR-SKEL/STERNUM CORE- COMBINED
CORR-SKEL /HUMERUS CORR-SKEL /STERNUM
CORR-EXT- WO COLOR DIST-SKEL /STERNUM
CORE- EXT/ LENGTHS CORE- SKEL / HUMERUS
I I I I J I I I
BSMs r: .676 PHENOGRAMS r = ,823
Fig. 10. Dendrograms of cranes showing relationships among basic similarity matrices
(BSMs) (a) and phenograms (b). The classifications of Peters (1934) and Archibald
(1975, pers. comm.) are included in both dendrograms.
Wood GRUID RELATIONSHIPS 397
distances give the most uniform results. The average correlation between
distance natrices is 0.77 whereas the average between correlation matrices is
only 0.67 (see Table 2). Within both the correlation and distance clusters
external analyses are grouped together. Skeletal and combined analyses are
likewise grouped. There is greater similarity within either the external
analyses (mean correlation 0.79) or the group of skeletal and combined
analyses (mean correlation 0.76) than between these groups (mean correlation
0.60).
The lrevious classifications used in this study (PETERS, ARCHIBALD)
are each more similar to ! or nore of the BSMs than to each other. This
does not reflect a lack of similarity between PETERS and ARCHIBALD but
rather demonstrates the close similarities between lrevious classifications and
results of this study. ARCHIBALD is more similar to the skeletal analyses
whereas PETERS is more similar to the external analyses. Archibald (1975)
based his classification on the unison calls of cranes which directly reflect
a lortion of the skeletal features (tracheo-sternal), but not the external char-
acters. Peters (1934) apparently relied more heavily on external morphology
in constructing his classification.
The relationships among lhenograns allear sonewhat changed frown those
among BSMs. The general dichotomy between distance and correlation
analyses is apparent but CORR-EXT/LENGTHS, CORR-EXT-WO/COLOR
and DIST-SKEL/STERNUM have switched clusters. However, DIST-SKEL/
STERNUM and DIST-EXT/LENGTHS are most similar to other distance
lhenograms (see Table 2). The lhenogram of CORR-SKEL/HUMERUS is
very divergent from all others and also is a relatively loor relresentation of
its BSM (matrix correlation of 0.77, the lowest of any lhenogram).
The relationships discussed for BSMs exist also for the lhenograms,
although less well defined (i.e. greater similarity exists within either the
external group or skeletal llus combined group of lhenograns than between
these groups; correlations average higher within the skeletal llus combined
group than within the correlation group). As found for the BSMs, PETERS
and ARCHIBALD are most similar to the distance analyses. PETERS is
highly correlated (0.94) to DIST-EXT/LENGTHS and ARCHIBALD is
correlated to DIST-COMBINED.
Schnell (1970b) found that lhenograms were more similar to lrevious
classifications than were the BSMs. He concluded that species were llaced
(forced) into hierarchical clusters both in lrevious classifications as well as
lhenograns. Robins and Schnell (1971), Hellack (1976) and Hellack and
Schnell (1977), however, obtained results at variance with these findings.
In the lresent study, 6 of 10 lhenograms are more sinilar to the lrevious
classifications than are their BSMs (not the same 6 for each classification).
398 THE WILSON BULLETIN l/ol. 91, No. 3, September 1979
However, in only 4 of the 20 comparisons (20%) are the differences in
correlation (correlation of phenogram to classification vs. BSM to classifica-
tion) greater than 0.051. Data from both Schnell (1970b) and Robins and
Schnell (1971) show a much higher percentage of differences greater than
0.055 (54% and 71%, respectively) even though the matrix correlation coef-
ficients of the phenograms to their BSMs are similar to those in the present
study. This is further evidence that cranes do fall into relatively well defined
clusters and are not "forced" into them by the clustering procedure.
Final considerations.--Close similarity exists between PETERS (the clas-
sification of the Gruidae currently accepted by most researchers) and DIST-
COMBINED (a good representative phenogram of this study). Grus leu-
cogeranus is the only species placed in different major clusters in the 2
classifications. As discussed previously, this species shows phenetic affinities
to both G. americana (external) and Bugeranus (skeletal). Clearly 1 set of
similarities is convergent since no evidence exists to link Bugeranus with G.
americana (either phenetically or from other taxonomic studies). Further
investigation is needed to evaluate the cladistic relationships of these 3 species.
ACKNOWLEDGMENTS
I am grateful to the following persons who allowed me to use material in their care:
P. Brodkorb, Univ. Fla.; P. J. K. Burton, Brit. Mus. (Nat. Hist.); F. B. Gill, Acad. Nat.
Sci.; N. K. Johnson, Univ. Calif., Berkeley; A. C. Kemp, Transvaal Mus.; R. M. Mengel,
Univ. Kans.; R. A. Paynter, Harvard Univ.; G. Rheinwald, Mus. Alexander Koenig; L. L.
Short, Am. Mus. Nat. Hist.; K. E. Stager, Los Angeles Co. Mus. Nat. Hist.; R. W. Storer,
Univ. Mich.; M. A. Traylor, Field Mus. Nat. Hist.; J. S. Weske and R. L. Zusi, Natl. Mus.
Nat. Hist.; G. E. Woolfenden, Univ. S. Fla. I wish to thank Gary D. Schnell, my major
professor, and Frank J. Souleither and James R. Estes for critically reviewing the manu-
script. I also wish to thank George W. Archibald and Jenna J. Hellack for many helpful
discussions and comments. Christopher Wood helped with the measurement of specimens
and Mary Ellen Kanak prepared the figures. Finally, I am grateful to my wife, Charlotte,
Wood GRUID RELATIONSHIPS 399
for her support and assistance in the inany phases of the project. This research was con-
ducted as part of the Master's degree program at the University of Oklahoina.
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