--A cladistic analysis of the stiff-tailed ducks (Anatidae: Oxyurini) was conducted using 92 morphological characters. The analysis produced one minimum-length, completely dichotomous phylogenetic tree of high consistency (consistency index for informative characters, 0.74). Monophyly of the tribe was supported by 17 unambiguous synapomorphies. Within the tribe, Heteronetta (1 species) is the sister-group of other members; within the latter clade (supported by 21 unambiguous synapomorphies), Nomonyx (1 species) is the sister-group of Oxyura (6 species) + Biziura (1 species). The latter clade is supported
by 10 unambiguous synapomorphies. Monophyly of Oxyura proper is supported by three unambiguous synapomorphies. All branches in the shortest tree except that uniting Oxyura, exclusive of jamaicensis, were conserved in a majority-rule consensus tree of 1000 boot-strapped replicates. Biziura and (to a lesser extent) Heteronetta were highly autapomorphic. Modest evolutionary patterns in body mass, reproductive parameters, and sexual dimorphism are evident, with the most marked, correlated changes occurring in Heteronetta and (especially) Biziura. The implications of these evolutionary trends for reproductive ecology and biogeographic patterns are discussed, and a phylogenetic classification of the tribe is presented. Received 27 April 1994, accepted 10 Nov. 1994.
The stiff-tailed ducks (Anatidae: Oxyurini) include some of the most
distinctive species of waterfowl; among its members are the only obligate
nest-parasite (Black-headed Duck; Heteronetta atricapilla) and the spe-
cies showing the greatest sexual size dimorphism (Musk Duck; Biziura
lobata) in the order Anseriformes (Delacour 1959; Johnsgard 1962, 1978;
Weller 1968; Livezey 1986). Members of the Oxyurini are foot-propelled
diving birds (Townsend 1909, Brooks 1945, Tome and Wrubleski 1988)
and range in diving ability from the largely surface-feeding Black-headed
Duck to the highly specialized Musk Duck (Raikow 1970, 1973; Livezey
1986). Stiff-tailed ducks generally inhabit freshwater lakes and marshes,
typically construct over-water nests, and 'occur in most major land areas
worldwide (Delacour 1959; Weller 1964a-d; Johnsgard 1978).
Since the reclassification of the White-backed Duck (Dendrocygninae:
Thalassornis leuconotus) on behavioral and morphological grounds
(Johnsgard 1967; Raikow 1971; Livezey 1986, 1995), systematic contro-
versies concerning the stiff-tailed ducks have focused on the tribal posi-
tion of the Black-headed Duck, currently considered to be a comparatively
primitive member of the Oxyurini (e.g., Salvadori 1895; Phillips 1925,
1926; Peters 1931; Boetticher 1942, 1952; Delacour and Mayr 1945; Ver-
Section of Birds, Carnegie Museum of Natural History, 4400 Forbes Avenue, Pittsburgh, Pennsylvania
5213-4080.
214
Livezey ß STIFF-TAILED DUCKS 215
heyen 1953; Delacour 1959; Johnsgard 1961a, 1965a, 1978; Rees and
Hilgarth 1984; Livezey 1986; Sibley and Monroe 1993). Intergeneric re-
lationships within the tribe were considered explicitly by Johnsgard
(1961 a; figs. 8, 9), who depicted Heteronetta as the sister-group of Oxyura
and Biziura.
Species of Oxyura have been grouped, either by implication through
the taxonomic sequences (Salvadori 1895; Phillips 1926; Peters 1931;
.Boetticher 1942, 1952; Delacour 1959; Wolters 1976) or by explicit ar-
gument or diagram (Delacour and Mayr 1945; Johnsgard 1961a, 1965a,
1967, 1968), as follows: (1) the unusual Masked Duck ("O." dominica)
of the neotropics, segregated in the monotypic genus Nomonyx by some
(Salvadori 1895, Phillips 1926, Peters 1931, Woolfenden 1961, Livezey
1986); (2) the Northern Ruddy Duck (O. jamaicensis; sometimes includ-
ing the Peruvian Ruddy Duck, O. ferruginea) and White-headed Duck
(0. leucocephala) of the northern hemisphere; and (3) the variously par-
titioned and ranked southern-hemisphere forms (Argentine Ruddy Duck,
O. vittata; Maccoa Duck, O. maccoa; Blue-billed Duck, O. australis; and
Peruvian Ruddy Duck, O. [jamaicensis] ferruginea). Johnsgard (1966)
described particular behavioral similarities between the Blue-billed Duck
of Australia and the Argentine Ruddy Duck of southern South America.
In two later works, Johnsgard (1978, 1979) proposed that the White-
headed Duck was more closely related to the Maccoa Duck than to the
Northern Ruddy Duck. The status and relationships of the Peruvian Rud-
dy Duck and the Colombian Ruddy Duck remain controversial (Delacour
and Mayr 1945; Delacour 1959; Johnsgard 1961a, 1965a, 1967, 1968,
1978, 1979; Siegfried 1976; Adams and Slavid 1984).
An understanding of the marked evolutionary patterns in this unique
group of waterfowl is contingent on a proposal of a robust, explicit phy-
logenetic hypothesis. This paper presents a species-level phylogenetic
(cladistic) analysis of the stiff-tailed ducks, using morphological charac-
ters. This analysis is followed by an examination of evolutionary trends
in selected life-history traits in the context of the phylogeny presented.
Biogeographic issues also are considered and a phylogenetic classification
of modern Oxyurini is proposed.
MATERIALS AND METHODS
Taxonomy.--As in my previous genus-level analysis of the Anseriformes (Livezey 1986),
I recognize four genera in the tribe Oxyurini, of which three are monotypic: Heteronetta,
Noraonyx, Oxyura, and Biziura. Opinions have varied regarding the number and composition
of species to be recognized within Oxyura (exclusive of dominica); e.g., three species were
recognized by Delacour and Mayr (1945), whereas Johnsgard (1961a, 1978, 1979) listed
five. I adopted a conservative scheme, treating as a species any lineage diagnosable by the
qualitative characters used in the phylogenetic analysis, an approach that admits a maximal
216 THE WILSON BULLETIN ß Vol. 107, No. 2, June 1995
number of possible phylogenetic inferences and that is compatible with the phylogenetic
species concept (Cracraft 1983, 1988). The following six species of Oxyura were recognized:
jamaicensis (including rubida), ferruginea, vittata, australis, leucocephala, and maccoa. In
addition, the andina population of northern South America (typically included in O. jamai-
censis) was analyzed separately in some analyses in an attempt to assess the likelihood of
its purportedly hybrid origin; the only defining character detected for andina is its variably
black-marked, white cheeks, a character interpretable as evidence of introgression (Adams
and Slavid 1984).
Definition of characters.--Characters were defined on the basis of direct examination of
study skins, skeletons, and tracheae of stiff-tailed ducks and other Anatinae, as well as a
review of the relevant literature (Pycraft 1906; Phillips 1925, 1926; Delacour and Mayr
1945; Delacour 1959, 1964; Johnsgard 1961b, 1962, 1965b, 1967, 1978; Humphrey and
Clark 1964; Lowe 1966; Weller 1968; Siegfried 1970; Palmer 1976; Madge 1984; Torres
1984; Torres and Ayala 1986; Madge and Burn 1988; King 1989; McLelland 1989; Mar-
chant and Higgins 1990; del Hoyo et al. 1992; Nelson 1993). The natal pattern of O. (j.)
andina was examined using photographs of three specimens. A unique set of tracheal,
esophageal, and gular diverticula in the Oxyurini, which produce the inflation of the neck
during courtship in males, are confusingly described in the literature and remain incom-
pletely known (e.g., Johnsgard 1961b, 1965a, 1967; Clark 1964; Siegfried 1976); states for
these characters were based on direct examination of Heteronetta atricapilla, Noraonyx
dominicus, Oxyura jamaicensis, O. maccoa, O. australis, and Biziura lobata and the few
adequately detailed anatomical descriptions (Forbes 1882; Wetmore 1917, 1918, 1926, 1965;
McLelland 1989).
Each character is a trait, judged to be homologous across taxa, that comprised a primitive
(plesiomorphic) state and one or more derived (apomorphic) states. A total of 92 morpho-
logical characters were defined--39 skeletal characters (most after Livezey 1986), three
characters of the trachea or esophagus, 10 characters of natal plumage, and 40 characters
of the plumage and soft parts of adults (available from the author on request). Species
which a character state could not be ascertained were assigned a missing-datum code for
that character. These character-states, together with a "hypothetical ancestor" vector (see
below) compose a data matrix of dimension 10 x 92 (available from the author on request).
Characters having more than one derived state were considered unordered unless a logical,
consistent ordination by count, degree, or relative extent was evident (e.g., number of pairs
of rectrices was analyzed as ordinal). Characters in which the derived state(s) were possessed
by single species (autapomorphies) were included in the analysis because of the pervasive
influence such differences have had on traditional classification and because this permits
estimates of evolutionary divergence and phenetic differences among species.
Outgroups and polarities.--Representatives of the three other tribes of the Anatinae--
Anatini, Mergini; Aythyini (sensu Livezey 1986, 1991)--were chosen as outgroups, in ac-
cordance with the preponderance of anatomical and behavioral evidence (e.g., Woolfenden
1961; Johnsgard 1961a, 1965a, 1978) and a phylogenetic analysis of the order (Livezey
1986). Although the inclusion of Mergini and Oxyurini in the Anatinae is reasonably well
supported (Livezey 1986), the relationships among the tribes of Anatinae remain poorly
resolved (Livezey, unpubl. data). Polarities (directionalities of character change) were es-
tablished by ascertaining the distributions of states of each character in the other tribes of
Anatinae; these states were hypothesized to be the primitive conditions (plesiomorphous
states) for the characters with respect to the ingroup (Oxyurini). These individual plesiorn-
orphous states were combined into a single vector or "hypothetical ancestor" which in turn
was used to root the tree(s).
An early divergence of the Oxyurini from most other Anseriformes was proposed by
Livezey ß STIFF-TAILED DUCKS 217
Madsen et al. (1988) and Sibley and Ahlquist (1990) and adopted by Sibley and Monroe
(1990). This view (Sibley and Ahlquist 1990: fig. 357) implies that any member of the
Anseriformes exclusive of the Anhimidae, Anseranas, and Dendrocygna is equally closely
related to the Oxyurini, a diverse set of outgroups indeed. This proposal, however, is not
considered credible in light of numerous substantive criticisms of DNA hybridization as a
tool for phylogenetic inference (Cracraft 1987, Houde 1987, Sarich et al. 1989), additional
irregularities in the application of the technique by Sibley and colleagues (Lewin 1988a, b;
Krajewski 1991; Mindell 1992), the subjective placement of the Oxyurini within the An-
seriformes and unfavorable metric properties associated with sparse data matrices (Lanyon
1992), inconsistent classificatory methodology (Siegel-Causey 1993), and the inadequate
representation of the tribe in the analysis (the sole representative being one species of
Oxyura). Other molecular studies including at least one representative of the Oxyurini, all
of which also were phenetic, included too few genera or failed to resolve intergeneric
relationships adequately for meaningful comparisons (Brush 1976, Patton and Avise 1985,
Scherer and Sontag 1986).
P. J. Fullagar (in Marchant and Higgins 1990) suggested that the unique and primitive
Freckled Duck (Stictonetta naevosa) is closely related to the stiff-tailed ducks, primarily on
the basis of the phenetic findings of Madsen et al. (1988) and Sibley and Monroe (1990),
similarities in selected behavioral and anatomical characters, and a misinterpretation of a
study by Faith (1989). Although polarities of most skeletal characters used herein were
unchanged, use of Stictonetta as the outgroup necessitated equivocal, mutually contradictory
changes in polarities in seven osteological characters (Stictonetta exclusively sharing three
with Heteronetta, three others with Biziura, and one with Oxyurini exclusive of Hetero-
netta). Also, postulation of Stictonetta as the sister-group of the Oxyurini required six ad-
ditional changes in osteological characters shared by the Tadorninae and Anatinae (Livezey
1986), while saving only one step in the inferred polarity of the bulla syringealis. Natal
characters of Oxyurini proved all but non-comparable with the unique natal pattern of Stic-
tonetta. Characters of the definitive integument of Oxyurini also were difficult to compare
with Stictonetta and require additional homoplasies in the wing speculum and tarsal scutel-
lation in a global analysis. Pending documentation and phylogenetic analysis of the alleged
similarities between Stictonetta and the Oxyurini mentioned by Fullagar (including the ques-
tionably homologous coloration of the maxillary rhamphotheca and undescribed details of
the hemipenes) or other corroborafing evidence, use of the Anatinae as the outgroup for the
Oxyurini seems justified, and (for the characters analyzed here) probably of negligible to-
pological effect within the tribe.
Derivation of trees.--Trees were derived according to the principles of phylogenetic anal-
ysis under the criterion of global parsimony (Wiley 1981). Trees were constructed using the
phylogenetic software PAUP 3.1 (Swofford 1993); supplementary topological analyses, a
posteriori character mappings, and printing of trees were performed on MacClade 3.01
(Maddison and Maddison 1992). Both programs were implemented on a Macintosh Quadra
800. I used the deterministic "branch-and-bound" algorithm to find the shortest tree(s). The
character-state optimization used was accelerated transformation (ACCTRAN); employment
of delayed transformation (DELTRAN) did not affect the solution set. A bootstrapping
procedure using the branch-and-bound algorithm, intended as an index to empirical support
for branches and not rigorous statistical inference (Felsenstein 1985, Sanderson 1989), was
employed to generate 1000 topological replications. Stability of branches within the final
tree was summarized by a 50% majority-rule consensus tree of these replicate trees.
Ecomorphological trends.--Selected functionally important but presumptively nonhom-
ologous characteristics were compiled for assessment of evolutionary patterns; these attri-
butes were mapped a posteriori onto the independently inferred phylogenetic tree, thereby
218 THE WILSON BULLETIN ß Vol. 107, No. 2, June 1995
permitting phylogenetically based comparative analyses (Smith and Patterson 1988, Brooks
and McLennan 1991, Harvey and Pagel 1991). States of these attributes-including body
mass, clutch size, egg size, nesting habits, diet, and diving behavior--were taken from the
literature (Delacour 1959, SchiSnwetter 1961, Frith 1967, Raikow 1973, Palmer 1976, Cramp
and Simmons 1977, Todd 1979, Brown et al. 1982, Livezey 1986, Madge and Burn 1988,
Rohwer 1988, Marchant and Higgins 1990, del Hoyo et al. 1992, Dunning 1993). Mean
body masses of species were estimated by the unweighted mean of the mean masses for
adults of the two sexes separately. "Sexual size dimorphism" was measured by the ratio of
the mean body mass of males divided by the mean body mass of females. "Relative clutch
mass" was defined by the product of mean clutch size and mean egg mass divided by the
mean body mass of an adult female.
Phylogenetic classification.The resultant phylogenetic tree(s) formed the basis for a
Linnean classification that maximally reflects the relationships inferred for the ingroup.
Unconventional taxonomic ranks (subtribes, supergenera, and subgenera) were based on
senior taxa of appropriate rank, in part based on the classifications of Boetticher (1942,
1952) and the synonomies of Phillips (1925, 1926), Brodkorb (1964), and Wolters (1976).
RESULTS
Shortest tree.--A single, completely dichotomous, shortest tree was
found for the Oxyurini, having a total length of 127, a consistency index
(excluding autapomorphies) of 0.81, a retention index of 0.81, and a re-
scaled consistency index of 0.71. Monophyly of the tribe is supported by
17 unambiguous synapomorphies (Fig. 1). Within the tree, Heteronetta is
the sister-group of all other Oxyurini; the latter group (supported by 20
unambiguous synapomorphies) comprises two major subgroups--(1)No-
monyx and (2) Oxyura + Biziura (Fig. 1). Monophyly of the clade com-
prising Oxyura and Biziura is supported by 10 unambiguous synapomor-
phies; three unambiguous synapomorphies support the monophyly of
Oxyura. Within Oxyura, O. jamaicensis is resolved to be the sister-group
of its congeners. The latter clade (supported by a single synapomorphy)
comprises two basic subgroups, both polyspecific (Fig. 1): (1) O. ferru-
ginea and its sister-group O. vittata + O. australis (each branch supported
by one synapomorphy) and (2) the sister-species O. maccoa and O. leu-
cocephala (supported by four synapomorphies).
An analysis in which the Colombian Ruddy-Duck (O. "andina") was
included as a separate operational unit placed the taxon in two equally
parsimonious positions within Oxyura exclusive of O. jamaicensis: (1) as
the sister-group of the clade comprising the remaining Oxyura or (2) as
a monotypic branch in a trichotomy including two other clades,ferruginea
+ vittata + australis and maccoa + leucocephala.
Apomorphic divergence.--The three monotypic genera each had sev-
eral autapomorphies: Heteronetta (8), Nomonyx (5), and Biziura (28). The
genus Biziura exceeds all other Anseriformes in autapomorphic diver-
gence, both in this analysis (Fig. 1) and an earlier genus-level study (Liv-
Livezey ß STIFF-TAILED DUCKS 219
FIG. 1. Most-parsimonious phylogenetic tree for the Oxyurini based on 92 morpholog-
ical characters. Numbers of unambiguous character changes supporting each branch are
indicated.
ezey 1986). Within the genus Oxyura (excluding Oxyura "andina"), only
O. ferruginea lacked a defining autapomorphy (Fig. 1); numbers of au-
tapomorphies in the other five species ranged from four in O. jamaicensis
to one each in O. vittata and O. maccoa (Fig. 1).
Robustness of tree.--Bootstrapping revealed that all branches in the
shortest tree (Fig. 1), with the exception of that uniting Oxyura exclusive
ofjamaicensis, were conserved in a majority of replications with vary-
ing frequency (Fig. 2). The branches defining the entire tribe and uniting
220
THE WILSON BULLETIN ß Vol. 107, No. 2, June 1995
H. atricapilla
N. dominicus
lOO
96
8_.,..2_O
54
61
88
O. jamaicensis
O. ferruginea
o. v/tram
O. australis
O. frisco08
O. leucocephala
B. Iobata
Ancestor
FG. 2. Fifty-percent majority-role consensus tree of 1000 bootstrapped replications of
the shortest phylogenetic tree of the Oxyurini (Fig. 1). Percentages of replications in which
each branch was conserved are indicated.
Livezey ß STIFF-TAILED DUCKS 221
the Oxyurini exclusive of Heteronetta were retained in 100% of the
bootstrapped replicates (Fig. 2). The branch supporting the clade com-
prising Oxyura and Biziura was conserved in 96% of the bootstrapped
replicates. Nodes within Oxyura were conserved in 54-88% of the rep-
licates (Fig. 2).
Ecomorphological patterns.--Body mass showed only moderate phy-
logenetic conservatism in the Oxyurini (CI = 0.60), evidently having
undergone one autapomorphic decrease in Noraonyx and independent in-
creases in O. ferruginea, O. australis, and (especially) Biziura (Fig. 3).
Clutch size was comparable to body mass in consistency (CI = 0.67);
this parameter appears to have increased in O. jamaicensis and to have
decreased in Biziura and is undetermined in the strictly nest-parasitic
Heteronetta (Fig. 4). Egg mass (CI = 0.67) evidently increased homo-
logously in Oxyura exclusive of O. jamaicensis and independently to a
greater degree in Biziura (Fig. 5). Taken together, these patterns in egg
mass and clutch size (relative to female body mass) indicate modest,
independent increases in relative clutch mass in Noraonyx and in two
lineages of Oxyura (0. jamaicensis and in O. maccoa + O. leucocephala),
and a decrease in this parameter in Biziura (CI = 0.60).
Sexual size dimorphism showed a moderately complex evolutionary
pattern in the Oxyurini, evidently having (Fig. 6; CI = 0.60) (1) shifted
to female-larger dimorphism in Heteronetta, (2) increased paraphyleti-
cally in Nomonyx, O. jamaicensis, and (especially) Biziura, and (3) un-
dergone a reversal in other Oxyura (especially O. australis). Sexual di-
chromatism of plumage, however, showed a very different pattern, with
a reduction of sexual differences in Heteronetta and an independent re-
versal to monochromatism in Biziura (CI = 0.60).
DISCUSSION
Phylogenetic inferences and classification.--The trees presented by
Johnsgard (1961a: figs. 8, 9) are the only species-level hypotheses of the
phylogeny of the Oxyurini available for comparison. The relationships
depicted by Johnsgard (1961a) differ from those proposed here in three
major ways: (1) the positions of "N." dominicus and B. lobata were
reversed, (2) Oxyura was partitioned into two major groups--leucoceph-
ala + jamaicensis and vittata + maccoa + australis, and (3) O. ferru-
ginea was merged with O. jamaicensis. Based on the data matrix com-
plied here, the topology proposed by Johnsgard (1961a) is 13 steps (10%)
longer (less parsimonious) than the shortest tree inferred here (Fig. 1).
Six of these additional steps are attributable to the inclusion by Johnsgard
(1961a) of Nomonyx as the sister-group of Oxyura (instead of Biziura), a
topology implied also by all classifications in which dominicus is listed
222 THE WILSON BULLETIN ß Vol. 107, No. 2, June 1995
[] ß
Body Mass
::.":' b
Id
equivocal
FIG. 3. Map of mean body mass (g) on phylogeny of the Oxyurini (primitive state for
tribe in boldface): a--<500, b--500-750, c--751-1000, d> 1000. Character descriptions
and data matrix available from author on request.
first within Oxyura (e.g., Delacour and Mayr 1945; Delacour 1959; Johns-
gard 1978, 1979). If Biziura is to be generically distinguished from Ox-
yura (its sister group), the present analysis requires (at least) that No-
monyx dominicus also be generically separated. Another classificatory
recommendation deriving from the present analysis is that O. ferruginea
not be merged with O. jamaicensis but instead be grouped separately with
two other southern-hemisphere species (see classification in Appendix I).
Livezey ß STIFF-TAILED DUCKS
.,. .u. O.X,,,- 0.x
ß [] ß []
223
0 0 0 xø b xø
Clutch Size
b
lc
[==::=l equivocal
FIG. 4. Map of mean clutch size on phylogeny of the Oxyurini (primitive state lbr tribe
in boldface): a--<3, b--3-6, c-->6. Character descriptions and data matrix available from
author on request.
The taxonomic status of the variable O. (j.) andina remains unresolved,
and its purported hybrid status deserves intensive study; it is merged
provisionally with O. jamaicensis. Moreover, if O. (j.) andina were to be
confirmed to be a hybrid swarm between O. jamaicensis and O. ferru-
ginea, no reliable inferences concerning the phylogenetic relationship be-
tween the two "parent" forms could be made. Although propensity for
interspecific hybridization traditionally has been considered to be pre-
224
THE WILSON BULLETIN ß Vol. 107, No. 2, June 1995
.o o: o? o? ø' o? o?
Egg Mass
lb
/c
[1 equivocal
FIG. 5. Map of mean egg mass (g) on phylogeny of the Oxyurini (primitive state for
tribe in boldface): a--50-75, b--76-100, c-->100. Character descriptions and data matrix
available from author on request.
vented by adaptive "isolating mechanisms" and to indicate closeness of
phylogenetic relationship (Sibley 1957; Johnsgard 1960b, 1963), inter-
specific hybridization instead reflects the retention of primitive interfer-
tility subsequent to speciation, and therefore this symplesiomorphy pro-
vides no direct evidence of relatedness (Livezey 1991). Furthermore, the
great diversity of recorded interspecific, intergeneric, and intertribal hy-
brids among Anseriformes further undermines any evolutionary insights
Livezey ß STIFF-TAILED DUCKS 225
Size Dimorphism
a
/d
FIG. 6. Map of sexual size dimorphism (ratio of means [g] for sexes) on phylogeny of
the Oxyurini (primitive states for tribe in boldface): a-- 1.30. Character descriptions and data matrix available from author on request..
to be gained from patterns of hybridization (Johnsgard 1960b, Scherer
and Hilsberg 1982).
Evolutionary trends.--Of the several quantitative parameters mapped
onto the phylogenetic tree for the Oxyurini, probably the most distinct
patterns emerged for egg mass (Fig. 5). The general increase in absolute
egg mass evident in the tribe (Fig. 5), coincident with a general decrease
in clutch size (Fig. 4), conforms with a weak, inverse relationship between
226 THE WILSON BULLETIN ß Vol. 107, No. 2, June 1995
sizes of eggs and clutches in Anseriformes (Lack 1967, Rohwer 1988).
Egg masses predicted by the equation of Rahn et al. (1975) relating egg
mass to female body mass for the Anseriformes confirm that the egg
masses of Oxyurini are large relative to the corresponding mean body
masses of females (Lack 1967, Briggs 1988). The combination of small
clutch size and large (absolute) egg size in the Oxyurini resembles that
of many insular species of dabbling ducks (Anatini; Livezey 1990, 1993),
but clearly the selection regimes of the latter differ significantly from
those shared by the Oxyurini (Weller 1964a-c). Moreover, two compar-
atively massive species of Oxyurini--Oxyura australis and Biziura lob-
ata--have relative egg masses typical of most Anatini, whereas egg size
in most insular endemics is especially high relative to body mass (Livezey
1993). Unfortunately, the proportion of egg mass composed of yolk, a
relationship with important implications for growth rates, is not known
for the Oxyurini (Lack 1968).
In addition to the complex changes in body mass, general decreases in
clutch size, and changes in egg mass evident in the Oxyurini (Fig. 5),
evolutionary patterns in several other aspects of the life-history of the
stiff-tailed ducks can be inferred in the context of the phylogenetic hy-
pothesis proposed here (Fig. 1). Sexual dichromatism underwent reduc-
tion or loss in two very different lineages but manifests little correlation
with sexual size dimorphism (Fig. 6). Comparatively inconspicuous sex-
ual differences color of plumage and soft parts characterize Heteronetta,
an obligate nest parasite showing modest female-larger size dimorphism
(Weller 1967, 1968; Maynard Smith 1977), and the virtually monochro-
matic Biziura, a polygynous species showing extreme male-larger size
dimorphism (Frith 1967, Livezey and Humphrey 1984). Infrequent nest
parasitism evidently characterizes all other Oxyurini and is probably ple-
siomorphous in the Anatinae (Attiwill et al. 1981, Eadie et al. 1988,
Rohwer and Freeman 1989). The Oxyurini exclusive of Heteronetta also
share a moderate tendency toward (at least infrequent) crepuscular or
nocturnal feeding, a habit perhaps most developed in Nornonyx (Weller
1968, McNeil et al. 1992).
The courtship displays of the Oxyurini include several distinctive be-
haviors, although the behaviors of several species remain inadequately
known (Delacour 1959; Johnsgard 1960a, 1961a, 1962, 1965a, 1978).
Males of at least Nornonyx and Oxyura perform unique displays involving
the rapid thumping of the bill on the inflated throat sac(s); other displays
that unite males of most Oxyurini include "tail cocking," "bill dipping,"
various surface rushes, and "sousing" (Johnsgard 1961a, 1962, 1965a, b,
1966, 1967, 1968, 1978; Fullagar and Carbonell 1986). Male Musk Ducks
perform bizarre courtship displays, which typically involve a number of
Livezey ß STIFF-TAILED DUCKS 227
acoustically and visually conspicuous components, including "paddling
kicks," "whistle kicks," "plonk kicks," and exhibition of the fleshy gular
lobe or palear (Johnsgard 1965a, 1966, 1967; Frith 1967; Fuilagar and
Carbonell 1986). Females of the Oxyurini, including Heteronetta, lack
the "decrescendo" and "inciting" vocalizations that characterize female
Anatini.
Biogeographic patterns.--Modern members of the Oxyurini are limited
in distribution to the Neotropics, southern Nearctic, southern Africa, the
Mediterranean, central Palearctic, and southern Australia (Weller 1964d).
Fossils of the tribe are limited to a few weakly differentiated forms from
these same regions that were assignable to modern genera (Brodkorb
1964, Howard 1964). Subfossil remains merely extend the former ranges
of the two Australian members--O. australis and B. lobata--to New
Zealand (Brodkorb 1964, Horn 1983).
The phylogenetic hypothesis proposed here strongly indicates a south-
ern-hemispheric origin for the tribe, in that the two deepest branches
(Heteronetta and Nomonyx) are Neotropical in distribution, and the next
earliest branch (Biziura) is Australian (Fig. 1). Within Oxyura, the first
branch corresponds to a northern-hemisphere species (jamaicensis), with
the remaining members grouped into Palearctic-African (maccoa and leu-
cocephala) and Neotropical-Australian clades (ferruginea, vittata, and
australis). A strict vicariance model for the Oxyurini, in which a nested
subdivision of regions corresponds with phylogenetic patterns, is not pos-
sible for extant species (Fig. 1). The complete absence of insular popu-
lations of Oxyurini suggests that members of the tribe, although most are
migratory, are among the poorest dispersers in the Anseriformes (Weller
1964a). Field observations substantiate the poor flying abilities of most
Oxyurini (Johnsgard 1978). Musk Ducks have especially high wing-load-
ings (Frith 1967), and large males not in wing molt may be at least
temporarily flightless (Goodwin 1974, Marchant and Higgins 1990). The
lack of insular isolates in the Oxyurini, however, may be related as much
to the freshwater habitats of the member species (Weller 1964b, c), a
preference that would deter trans-oceanic migration and insular coloni-
zation.
Evolutionary anomalies of the Musk Duck.--The Musk Duck, in ad-
dition to its unusual courtship displays, is unique among Oxyurini in its
comparatively huge body size, highly autapomorphic skeletal anatomy,
predominantly animal diet, frequency of maternal feeding of young, de-
layed sexual maturation (two years of age), lack of pair-bonds and as-
sociated "promiscuous" or polybrachygynous mating system, absence of
sexual dichromatism of plumage, extreme sexual size dimorphism, dark
natal plumage (Fig. 7), and small clutch size (Frith 1967; Johnsgard
228 THE WILSON BULLETIN ß Vol. 107, No. 2, June 1995
! I
D
FIG. 7. Plumage patterns of natal Oxyurini, lateral views: A--Heteronetta atricapilla
(USNM 337995); B--Nomonyx dominicus (AMNH 2240); C--Oxyura jamaicensis (USNM
259366); and DBiziura lobata (AMNH 734131).
1965a, b, 1966, 1978; Kear 1970; Livezey 1986). The association of
exaggerated sexual size dimorphism with low parental investment by
males in Biziura conforms with broad patterns documented for birds (Se-
lander 1972, Trivers 1972, Payne 1984; but see H6glund 1989), but this
association is comparatively weak among waterfowl generally (Sigur-
j6nsd6ttir 1981). Similarly, the coincidence of the loss of sexual dichro-
matism with polygyny in Biziura opposes general avian patterns (Butcher
and Rohwer 1989) but conforms with the comparatively poor correspon-
dence between plumage dimorphism and paternal investment in Anseri-
formes (Sigurj6nsd6ttir 1981, Scott and Clutton-Brock 1989). The unique
gular lobe or palear in male Biziura, and its use in courtship, performs
some of the advertising functions of bright plumage (Frith 1967; Johns-
gard 1965a, b, 1966). The possible role of the seasonally pungent uro-
pygial secretions of male Biziura, if any, remains obscure (Frith 1967).
Magnitude of sexual size dimorphism is weakly associated with body
size in some avian groups (Reiss 1986), but the sexual size differences
of Biziura exceeds that attributable to the comparatively large body size
of the species. The importance of body size to thermodynamics, metab-
Livezey ß STIFF-TAILED DUCKS 229
olism, energy requirements, survivorship, and reproductive investment is
profound, therefore, the evolutionary trade-offs implicit in the increased
body size of male Musk Ducks (and other ecological peculiarities) de-
serve detailed study, especially within a phylogenetic context (Fig. 1) and
with special attention to comparisons involving the partly sympatric O.
australis.
ACKNOWLEDGMENTS
This research was supported by National Science Foundation grants BSR-8515523, BSR-
9129545, and BSR-9396249, as well as collection visitation grants from the National Mu-
seum of National History (USNM) and the American Museum of Natural History (AMNH).
The generous hospitality of G. Mack and R. L. Zusi made several prolonged visits to New
York and Washington productive and enjoyable. I am grateful for loans and/or access to
collections provided by the curatorial personnel of the following institutions: Division of
Birds, National Museum of Natural History; Department of Ornithology, American Museum
of Natural History; Division of Birds, Museum of Zoology, University of Michigan; Division
of Birds, Field Museum of Natural History; Sub-department of Ornithology, British Museum
of Natural History; Wildfowl and Wetlands Trust; and Division of Ornithology, Museum of
Natural History, University of Kansas. M. Brown (Wildfowl and Wetlands Trust) examined
tracheae and esophagi of several Oxyurini, and F. G. Stiles (Institut de Ciencias Naturales,
Universidad de Colombia) kindly provided photographs of three natal Oxyura (j.) andina. I
also thank P.S. Humphrey, R. F. Johnston, D. Siegel-Causey, L. Trueb, and E. O. Wiley for
a variety of helpful inputs, and P. A. Johnsgard and R. O. Prum made helpful comments on
the manuscript.
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APPENDIX
CLASSIFICATION OF OXYURINI
Tribe Oxyurini Delacour & Mayr, 1945.--Stiff-tailed ducks.
Subtribe Heteronetteae Boetticher, 1952.
Genus Heteronetta Salvadori, 1865.
Heteronetta atricapilla (Metrere, 1841).Black-headed Duck.
Subtribe Oxyureae Boetticher, 1942.--True stiff-tailed ducks.
Supergenus Noraonyx Ridgway, 1880.
Genus Noraonyx RJdgway, 1880.
Noraonyx dominicus (Linnaeus, 1766).Masked Duck.
Supergenus Oxyura Bonaparte, 1828.--Typical stiff-tailed ducks.
Genus Oxyura Bonaparie, 1828.
Subgenus Oxyura Bonaparte, 1828 (>Erismatura Bonaparte, 1832).
Oxyurajamaicensis (Gmelin, 1789).--Northern Ruddy Duck.
Subgenus Cerconectes Waglet, 1832.
Species group "A."
O)vura ferruginea (Eyton, 1838).--Peruvian Ruddy Duck.
O.Evura vittata (Philippi, 1860).--Argentine Ruddy Duck.
Oxvura australis (Gould, 1836).--Blue-billed Duck.
Species-group "B."
Ocqvura maccoa (Eyton, 1836).Maccoa Duck.
Oxyura leucocephala (Scopoli, 1796).--White-headed Duck.
Genus Biziura Stephens, 1824.
Biziura lobata (Shaw, 1796).--Musk Duck.