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UNIVERSIDAD NACIONAL AUTÓNOMA DE MÉXICO POSGRADO EN CIENCIAS BIOLÓGICAS CENTRO DE INVESTIGACIONES EN ECOSISTEMAS Estructura genética y distribución del gorrión serrano (Xenospiza baileyi): una especie en peligro de extinción T E S I S QUE PARA OBTENER EL GRADO ACADÉMICO DE MAESTRO EN CIENCIAS BIOLÓGICAS (AMBIENTAL) P R E S E N T A ADÁN OLIVERAS DE ITA DIRECTOR DE TESIS: DR. ALBERTO KEN OYAMA NAKAGAWA COMITÉ TUTORAL: DRA. MARÍA DEL CORO ARIZMENDI ARRIAGA DR. LUIS MEDRANO GONZÁLEZ MORELIA, MICHOACÁN, JUNIO DE 2011 UNAM – Dirección General de Bibliotecas Tesis Digitales Restricciones de uso DERECHOS RESERVADOS © PROHIBIDA SU REPRODUCCIÓN TOTAL O PARCIAL Todo el material contenido en esta tesis esta protegido por la Ley Federal del Derecho de Autor (LFDA) de los Estados Unidos Mexicanos (México). El uso de imágenes, fragmentos de videos, y demás material que sea objeto de protección de los derechos de autor, será exclusivamente para fines educativos e informativos y deberá citar la fuente donde la obtuvo mencionando el autor o autores. Cualquier uso distinto como el lucro, reproducción, edición o modificación, será perseguido y sancionado por el respectivo titular de los Derechos de Autor. Agradecimientos Al Posgrado en Ciencias Biológicas de la UNAM, por brindarme la oportunidad de completar los estudios de Maestría. Al Consejo Nacional de Ciencia y Tecnología (CONACYT), y a la Dirección General de Estudios de Posgrado (DGEP) de la UNAM, por el apoyo financiero brindado a través de la becas de maestría (No de registro:181928) y su complemento. Al Neotropical Bird Club, por el financiamiento para el desarrollo del trabajo de campo, a través del Neotropical Bird Club Conservation Award Scheme. A la Association of Field Ornithologists, por el financiamiento que me otorgaron para el desarrollo de este proyecto, mediante el E. Alexander Bergstrom Memorial Research Award. Al Programa Birders Exchange de la American Birding Association, por proveerme de un telescopio y una cámara fotográfica empleados en la realización de esta tesis. Al Center for Tropical Research (CTR), por el apoyo y facilidades brindadas durante la estancia en la Universidad de California, Los Ángeles. Asimismo, agradezco profundamente el respaldo académico y la continua motivación brindados por los miembros del Comité Tutoral y del Jurado: Dr. Alberto Ken Oyama Nakagawa Dra. María del Coro Arizmendi Arriaga Dr. Luis Medrano González Agradecimientos a título personal Al Dr. Ken Oyama por su amistad y paciencia, además de la dirección de esta tesis. De manera especial agradezco a los doctores Borja Milá y Octavio Rojas Soto, porque su apoyo y dedicación hicieron posible en gran medida, el desarrollo de esta tesis y los manuscritos que la componen. Al Dr. Adolfo Navarro, por el apoyo académico y moral, pero especialmente por su incansable insistencia. Agradezco la planeación de esta tesis, así como la colaboración y revisión de los manuscritos que la componen a: Adriana Garza, Héctor Gómez de Silva, Adolfo Navarro Sigüenza, Robert K. Wayne, Thomas B. Smith, A. Townsend Peterson, Enrique Martínez Meyer, Sofía Solorzano Alejandro Espinosa de los Monteros, Mónica Pérez, Gabriela García-Deras, Humberto Berlanga, y Nidia Pérez. Los análisis moleculares de este proyecto se desarrollaron en el Laboratorio de Ecología Genética y Molecular del CIECO-UNAM, a cargo del Dr. Ken Oyama; en el laboratorio de Biología Molecular del Posgrado en Ciencias Biológicas de la UNAM, a cargo de la M. en C. Laura Márquez Valdelamar; y en los laboratorios de los doctores Robert Wayne y Thomas B. Smith del Departamento de Ecología y Biología Evolutiva de la Universidad de California en Los Ángeles. Agradezco a los titulares de estos laboratorios el haberme brindado todas las facilidades, equipo y material necesario para el desarrollo de la tesis, así como a los compañeros de las distintas instituciones por su ayuda y enseñanzas. A mi familia querida, a mis amigos del alma, y a la Xenospiza baileyi, que me sigue dando de qué hablar. Para Ana de Ita, Amparo Rubio y Adriana Garza Estructura genética y distribución del gorrión serrano (Xenospiza baileyi): una especie en peligro de extinción Índice Resumen ........................................................................................................... 1 Abstract ............................................................................................................. 4 Capítulo I .......................................................................................................... 7 Presentación ................................................................................................................. 7 Antecedentes ................................................................................................................ 8 Justificación ............................................................................................................... 13 Capítulo II ....................................................................................................... 14 Oliveras de Ita, A. y Rojas-Soto, O. (2006) A survey for the Sierra Madre Sparrow (Xenospiza baileyi), with its rediscovery in the state of Durango, Mexico. Bird Conserv. Internatn. 16: 25-32. Capítulo III ..................................................................................................... 23 Oliveras de Ita, A., Milá, B., Smith, T.B., Wayne, R. K. y K. Oyama. Genetic evidence for recent range fragmentation and severly restricted dispersal in the critically endangered Sierra Madre Sparrow, Xenospiza baileyi. Artículo enviado a Conservation Genetics Capítulo IV ...................................................................................................... 53 Oliveras de Ita, A., y Gómez de Silva, H. (2007) Territoriality and survivorship of the Sierra Madre Sparrow in La Cima, Mexico. Biod. Conserv. 16: 1055–1061. Capítulo V ....................................................................................................... 61 Rojas-Soto, O., Martínez-Meyer, E., Navarro-Sigüenza, A. G., Oliveras de Ita, A., Gómez de Silva, H. y Peterson, A. T. (2008) Modeling distributions of disjunct populations of the Sierra Madre Sparrow. J. Field Ornithol. 79: 245-253 Conclusiones ................................................................................................... 71 Referencias bibliográficas ............................................................................. 74 1 Estructura genética y distribución del gorrión serrano (Xenospiza baileyi): una especie en peligro de extinción Resumen El gorrión serrano (Xenospiza baileyi) es una especie endémica de México y gravemente amenazada de extinción, como resultado de prácticas agropecuarias que fragmentan, aíslan y eliminan las áreas abiertas de zacatonal subalpino rodeadas por bosques de pino; hábitat al cual se encuentra estrechamente asociada esta especie. Su distribución comprendía los estados de Jalisco y Durango en la Sierra Madre Occidental (SMO), y la región montañosa al sur del Valle de México (sVM), en el Distrito Federal y sus límites con el Estado de México y Morelos. Sin embargo, la ausencia de registros en Jalisco y Durango desde 1889 y 1951 respectivamente, llevo a considerar que la especie había sido extirpada de la SMO, y por consiguiente, endémica a las poblaciones del sVM. En las temporadas reproductivas de 1999 y 2000, desarrollamos un estudio de historia natural y demografía en una parcela de 12 hectáreas —7.6 de ellas con zacatonal subalpino y el resto ocupada por tierras de cultivo— en La Cima, unade las localidades conocidas del sVM. Los resultados mostraron tanto una alta densidad de parejas reproductivas por hectárea (2.9), como de individuos flotantes (de 1 a 2 por pareja reproductiva) que también utilizaban la parcela de estudio, pero que no mantuvieron territorios en ella. La alta densidad de territorios reproductivos (22) que se encontraron estrictamente asociados a las áreas cubiertas por zacatonal subalpino, fue la misma en los dos años consecutivos. Ello sugiere que si el hábitat persiste, el tamaño poblacional podría mantenerse estable y sin grandes fluctuaciones de un año al otro, como ocurre en otras especies de gorriones. Asumiendo que la densidad de parejas reproductivas y de individuos flotantes encontrada en nuestra parcela de estudio, fuera la misma que en las 790 hectáreas de hábitat remanente en el sVM, estimamos un tamaño poblacional de 5,380 a 6,150 individuos adultos para la especie. En el año 2004, realizamos una búsqueda extensiva de X baileyi que cubrió más de 3,500 km en la SMO, visitando todas las localidades que contaban con registros históricos en Jalisco y Durango, así como otras cuya vegetación correspondía con el hábitat de la especie, incluyendo además, el suoroeste de Zacatecas. Durante esta búsqueda, fue posible ubicar y georeferenciar las localidades históricas, así como reconocer que sus poblaciones habían sido ya extirpadas por la destrucción del hábitat. Afortunadamente, se encontró una nueva y pequeña población de al menos tres 2 parejas reproductivas de X. baileyi en el Ejido Ojo de Agua-El Cazador, Durango. En esta nueva localidad, se encontraron pequeños y aislados fragmentos de zacatonal subalpino donde ocurrían y anidaban los individuos registrados. Con el redescubrimiento de esta pequeña y amenazada población en Durango, no sólo documentamos que la especie continúa ocurriendo en la SMO, y asociada también al zacatonal subalpino, sino que además abrió la oportunidad para entender más sobre la biogeografía, ecología y requerimientos básicos para la especie; información de fundamental importancia para proponer medidas de conservación para todas las poblaciones. A partir de datos precisos sobre la ubicación geográfica de las poblaciones históricas y actuales, y utilizando un sistema de información geográfico con variables climáticas y topográficas, desarrollamos modelos del nicho ecológico, los cuales en principio, evidenciaron una extrema restricción ecológica que caracteriza la distribución de la especie. Los resultados de estos modelos también revelaron que las poblaciones de la SMO y del sVM se encuentran en áreas bajo condiciones ecológicas similares, aun cuando se encuentran separadas por más de 800 km; asimismo, indicaron que la población del sVM ocupa la mayor parte de su área de distribución potencial en la región, en tanto que la distribución potencial de la población de la SMO es mucho más amplia que su distribución conocida. Adicionalmente, la falta de registros y de áreas de ocurrencia predichas por el modelo entre el sVM y Durango nos indica, que no hay hábitat disponible y que las condiciones ambientales que determinan la distribución de la especie no están presentes en otras localidades intermedias entre las dos áreas de distribución conocida. Lo anterior sugiere que es necesario realizar búsquedas intensivas de poblaciones de gorrión serrano y hábitat disponible en las áreas de la SMO identificadas por el modelo propuesto, para definir adecuadamente su distribución, evaluar su estatus y establecer oportunidades de conservación para la especie. Como parte de esta misma investigación, utilizamos técnicas moleculares para analizar muestras de sangre de individuos provenientes de las localidades de La Cima (N=17) y Milpa Alta (N=16) en el Distrito Federal, que representan los extremos este y oeste de la distribución del gorrión serrano en el sVM, así como de los 8 individuos capturados en Ojo de Agua-El Cazador, Durango, que constituye la única localidad conocida en la SMO donde todavía ocurre la especie. Para examinar los patrones espaciales de la diversidad genética e inferir procesos de diferenciación y flujo génico entre las poblaciones remanentes de X. baileyi, analizamos una secuencia concatenada (1,878 pb) de regiones codificantes y no codificantes del mtDNA. Los resultados de este análisis revelaron la existencia de un único linaje mayor, con haplotipos cercanamente relacionados y compartidos entre las poblaciones —incluso 3 entre las del sVM y SMO—, lo cual sugiere la fragmentación reciente de una población originalmente continua. Aun cuando no encontramos un patrón filogeográfico a gran escala, las frecuencias haplotípicas mostraron una diferenciación genética significativa y altos valores de FST entre las tres poblaciones remanentes, incluso entre las dos del sVM que se encuentran separadas por menos de 12 km. Lo anterior sugiere que el flujo génico está restringido y que la capacidad de dispersión es limitada, con lo cual disminuye la posibilidad de recolonizar de manera natural fragmentos de hábitat que pudieran haberse regenerado, después de procesos de extinción local. Esto coincide con observaciones de campo que indican que el gorrión serrano no realiza desplazamientos largos fuera del zacatonal subalpino, haciendo muy probable que las montañas, los bosques, las carreteras y las áreas de cultivo de gran extensión que dominan el área de distribución de esta especie, constituyan barreras geográficas que limitan su dispersión. Con base en los resultados obtenidos en esta serie de manuscritos —relacionados con la demografía, distribución y nicho ecológico, y estructura genética de las poblaciones remanentes—, identificamos unidades de conservación y propusimos una estrategia de manejo para la especie, empleando los criterios de intercambio genético y equivalencia ecológica propuestos por Crandall et al.(2000). Dado que no se reconocieron linajes bien diferenciados mediante el uso de marcadores moleculares, y con la evidencia de que históricamente hubo flujo génico entre las poblaciones que se encontraban en un continuo de hábitat, proponemos que la especie sea manejada como una sola unidad, sin necesidad de mantener a las poblaciones separadas, como una medida para prevenir la depresión exogámica. Ello es consistente con el hecho de que las poblaciones no muestran diferencias fenotípicas o conductuales, y que aun estando aisladas, ocurran bajo condiciones ecológicas similares. Partiendo de lo anterior, la estrategia de conservación además de buscar nuevas poblaciones en la SMO y proteger el hábitat disponible e implementar acciones para su restauración a lo largo de toda la distribución actual de la especie, debe incluir el fortalecimiento de la pequeña población de Durango con individuos del sVM, así como la traslocación de algunos de ellos hacia nuevas áreas con hábitat disponible, y cuyas variables ambientales sean similares de acuerdo con los modelos de nicho ecológico, preferentemente comprendidas en áreas naturales protegidas. 4 Genetic structure and distribution of the Sierra Madre Sparrow (Xenospiza baileyi): an endangered species Abstract The Sierra Madre Sparrow (Xenospiza baileyi), endemic to Mexico, is highly endangered as a result of agricultural practices that fragment, isolate and reduce the subalpine bunchgrass areas surrounded by pine forest with which this species is intimately associated. The distribution of this species comprised mountainous areas of the states of Jalisco and Durango in the Sierra Madre Occidental (SMO), and in the southern boundary of the Valley of México (sVM), in the Distrito Federal and adjacent parts of the states of México and Morelos. However, the lack of records from Jalisco and Durango since 1889 and 1951, respectively, led the species to be considered extirpated from the SMO, and thereby currently endemic to sVM. We studied thenatural history and demography of the Sierra Madre Sparrow in the breeding seasons of 1999 and 2000 in a 12-hectare plot —7.6 hectares of bunchgrass and the rest of agricultural field— in La Cima, one of the known localities in the sVM. The results showed a high density of breeding pairs per hectare (2.9), as well as a high number of floaters (1 to 2 per breeding pair) which also used the study plot but did not have territories in it. The high number of breeding territories (22) found associated strictly with the bunchgrass- covered areas was identical in the two consecutive years. This suggests that where habitat persists, populations can remain stable without great interannual fluctuations as is seen in other species of sparrows. Assuming that the density of breeding pairs and floaters in our study plot is the same as in the 790 hectares of bunchgrass that remains in the sVM, we estimate a total population size for this species of 5,380 to 6,150 adult individuals. In 2004, we performed an extensive search for X. baileyi in the SMO that covered more than 3,500 km, visiting all the localities in Jalisco and Durango with historical records of the species, as well as other nearby areas with suitable habitat, including also areas in southwestern Zacatecas. During this search we were able to locate and georeference the historical localities and to confirm that their populations were extirpated by habitat destruction. Fortunately, we found a new, though very small, population --at least three reproductive pairs-- of X. baileyi in Ejido Ojo de Agua-El Cazador, Durango. In this new locality, we found small and isolated fragments of subalpine bunchgrass where the individuals detected were nesting. 5 With the rediscovery of this very restricted and highly threatened population in Durango, we were able to show that this species still occurs in the SMO, also associated with subalpine grassland, and this enabled us to better understand the biogeography, ecology and basic habitat requirements of this species, information critical to proposing conservation actions for all populations. Using precise data on the location of the current and historical localities where this species was found, and using a geographical information system with climatic and topographical variables, we developed ecological niche models which showed the extreme ecological restriction which characterizes this species's distribution. These models also showed that the populations from SMO and from sVM are ecologically extremely similar, even though separated by more than 800 km; also, they showed that the populations in the sVM occupy the majority of their potential area of distribution whereas the potential distribution area in the SMO is much larger than the known distribution. In addition, the lack of records and of potential areas of occupancy between the sVM and Durango as predicted by the models indicates that there is no available habitat or suitable climatic conditions between these two areas. This suggests that it is important to perform intensive searches for populations of Sierra Madre Sparrow and suitable habitat in the areas of the SMO identified by the models, which will enable accurately defining the current distribution and status and establishing conservation opportunities for this species. As part of this same research program, we used molecular techniques to analyze blood samples of Sierra Madre Sparrow individuals from La Cima (N=17) and Milpa Alta (N=16) in the Distrito Federal, representing the easternmost and westernmost extremes of the distribution of Sierra Madre Sparrow in the sVM, as well as 8 individuals from Ojo de Agua-El Cazador, Durango, the only known population in the SMO where this species still occurs. To examine spatial patterns of genetic diversity and infer processes of differentiation and gene flow among the remaining populations of X. baileyi, we analyzed a concatenated sequence (1,878 bp) of coding and non-coding regions of mtDNA. The results revealed the existence of a single major lineage, with closely related haplotypes shared between populations —even between sVM and SMO—, which suggests recent fragmentation of an originally continuous population. Even when we did not find a specific large-scale phylogeographic pattern, the haplotypic frequencies showed significant genetic differentiation and high FST values between the three remaining populations, even between the two populations from the sVM which are separated by less than 12 km. 6 These results suggest that there is restricted gene flow and that dispersal capacity is limited, which means low ability to naturally recolonize habitat fragments regenerated after local extinctions. This is consistent with field observations which indicate that Sierra Madre Sparrow individuals do not move far from subalpine bunchgrass, indicating that the mountains, forests, highways and cultivated areas which predominate in the range of this species act as barriers to dispersal. On the basis of the results of these manuscripts —related to the demography, distribution and ecological niche, and genetic structure of the remaining populations—, we identified conservation units and proposed a management strategy for this species, employing the criteria of genetic interchange and ecological equivalence proposed by Crandall et al.(2000). Given that molecular markers did not identify well-marked lineages and given the evidence for past gene flow between populations in a continuously distributed habitat, we propose that this species be managed as a single conservation unit, without maintaining the populations genetically separate, in order to prevent exogamic depression. This is consistent with the observation that the populations do not show phenotypic or behavioral differences and that, despite being geographically separate, they occur in similar ecological conditions. Therefore, in addition to searching for new localities in the SMO where Sierra Madre Sparrow occurs and protecting and restoring available habitat throughout the distribution of this species, a conservation strategy should include the strengthening of the small Durango population with individuals from the sVM, as well as the translocation of individuals from the relatively healthy sVM populations to new areas with suitable habitat and climate, particularly officially protected areas. 7 Estructura genética y distribución del gorrión serrano (Xenospiza baileyi): una especie en peligro de extinción Capítulo I Presentación Este trabajo se divide en cinco capítulos; este primero contiene los antecedentes y la justificación del estudio, el segundo y tercero corresponde a los artículos en los que se presentan los resultados de la actualización en la distribución de la especie y del análisis de su estructura genética, incluyendo una propuesta de conservación con base en la distribución actual y en la información obtenida con el análisis de los marcadores moleculares. Cada capítulo incluye sus métodos, resultados y discusión, y se seleccionó esta estructura para permitir la continuidad dentro de cada tema. De esta manera cada capítulo puede leerse de manera independiente, aún cuando ambos están relacionados y referidos al mismo proyecto y especie. La cuarta y quinta sección corresponden a otras dos publicaciones que analizan parte de la información generada en este proyecto de maestría, aun cuando no constituyen el objetivo principal de la tesis. Se decidió incluirlas porque aportan al lector una mayor información sobre la demografía y los requerimientos de hábitat del gorrión serrano; información valiosa para evaluar su estado de conservación y para la identificación de las oportunidades de conservación que se analizan en esta tesis. Al final se establece un apartado con las Conclusiones de la tesis, en el cual se retoman los resultados obtenidosen los cuatro manuscritos mencionados —relacionados con la demografía, distribución y nicho ecológico, y estructura genética de las poblaciones remanentes—, a partir de lo cual se identifican unidades de conservación y se propone una estrategia de manejo para la especie. 8 Antecedentes Historia de la especie y situación actual Xenospiza baileyi es un gorrión endémico de México que en la actualidad se ubica taxonómicamente en un género monotípico de la familia Emberizidae, la cual a su vez pertenece al Orden Passeriformes (A.O.U. 1998). Es una de las 72 especies de aves catalogadas como En Peligro de Extinción en México (México 2001). Es además, una de las 25 especies de aves mexicanas incluidas en el Libro Rojo de BirdLife International-Unión Mundial para la Naturaleza (UICN) por considerarse en peligro de extinción a nivel mundial (BirdLife 2010). El gorrión serrano (X. baileyi) fue descubierto por W. B. Richardson, quién colectó una serie de ocho ejemplares en la Sierra de Bolaños, Jalisco, en marzo de 1889 (Navarro et al. 2002). De acuerdo con Robert Prys-Jones (in litt. 2004), siete de esos especimenes fueron depositados en el Museo Británico de Historia Natural en 1899 (uno de ellos fue intercambiado con el Instituto Smithsonian en 1939), donde fueron mal identificados como gorrión melódico (Melospiza [melodia] adusta) o gorrión sabanero (Passerculus sandwichensis). El octavo espécimen fue adquirido por el Museo de Zoología Comparativa de la Universidad de Harvard (MZC), donde Harry Oberholser y Robert Ridgway lo consideraron como un ejemplar híbrido (Bangs 1931). No fue sino hasta 1931 cuando Outram Bangs, quien con base en el espécimen del MZC (no. 45986) y uno adicional colectado por Alfred H. Bailey en el centro-sur de Durango (48 km al sureste de la ciudad de Durango), describió a este gorrión como un nuevo género y especie (Bailey y Conover 1935). Actualmente todos los ornitólogos están de acuerdo en que se trata de una especie distinta, sin embargo, sus relaciones filogenéticas con otros gorriones permanecen inciertas, lo cual ha llevado a que algunos consideren que es erróneo mantener a la especie en un género monotípico y que debería ser ubicada en el género Ammodramus (Dickerman et al. 1967, Robins y Schell 1971, Howell y Webb 1995) o bien en el género Melospiza (Pitelka 1947, Klicka y Spellman 2007). En junio de 1951, John Davis colectó cinco ejemplares de la especie en una segunda localidad del centro de Durango, denominada San Juán y ubicada 8 kilómetros al oeste de El Salto Durango (Dickerman et al. 1967). Esto ocurrió seis años después de que Helmut Wagner obtuviera el primer registro de la especie para el sur del Valle de 9 México. El 23 de abril de 1945, él colectó un macho adulto en la localidad conocida como La Cima (3,000 m.), en el Distrito Federal (Museum of Vertebrate Zoology). Ese ejemplar (MVZ 93519) fue considerado el holotipo y el único de las poblaciones del sur utilizado por Pitelka (1947), para proponer una subespecie distinta (X. b. sierrae) a la de las poblaciones de Jalisco y Durango (X. b. baileyi), con base en el análisis de diferencias en la coloración del plumaje. En 1949 y 1950, Wagner obtuvo al menos cinco ejemplares más provenientes de La Cima y Fierro del Toro, Morelos (Navarro et al. 2002). En Julio de 1954, Robert Dickerman, Allan Phillips, y Dwain Warner (1967) llevaron a cabo un estudio sobre la conducta, el uso de hábitat y otros aspectos de la biología del gorrión serrano en La Cima. Durante el estudio, ellos colectaron un total de 44 individuos adultos y 10 juveniles, mismos que fueron utilizados para documentar el plumaje, caracteres morfológicos y analizar la variación geográfica de la especie. Ellos encontraron un sobrelapamiento total en todos los caracteres citados por Pitelka (1947) y concluyeron que X. b. sierrae no es una subespecie reconocible, por lo cual el gorrión serrano permanece como un género monotípico. Hábitat Bailey y Conover (1931) describieron que en La Ciénega de Tableterra —una de las dos localidades de Durango que cuentan con registros de la especie—, el gorrión serrano se encontraba en los pastos secos de una pequeña ciénega (2,438 m. aprox.), cercana a una serie de manantiales y rodeada de pinos tristes (probablemente Pinus lumholtzii). Sin embargo, el estudio de Dickerman et al. (1967), llevado a cabo en el sur del Valle de México, aportó información más detallada sobre el uso de hábitat por la especie; describieron que el gorrión serrano se encontraba asociada con pastos medianos y altos (Festuca amplisima, Stipa ichu, Muhlenbergia affinis y M. macroura), denominados como zacatonal subalpino, rodeado de bosques de pino (Pinus montezumae). Estudios recientes llevados a cabo por Cabrera y Escamilla (2000), revelaron que el hábitat del gorrión serrano en el sur del Valle de México consiste en un mosaico de asociaciones de pastos y cultivos de avena en los cuales se alimenta pero no anida, y que la especie no se encuentra en zonas con cubierta forestal o alto grado de pastoreo. Determinaron también, que la especie prefiere la asociación vegetal de Festuca lugens- 10 Muhlenbergia quadridentata caracterizada por zacatones altos (>1.6m de altura) que cubren el terreno densamente (>80% de cobertura). El estudio de Dickerman et al. (1967), fue el primero en aportar información sobre la pérdida del hábitat; en él se menciona que después de 1954, entre el 25 y 35% del hábitat potencial para la anidación de X. baileyi en La Cima, había sido transformado en terreno agrícola. La pérdida de hábitat ha sido similar e incluso mayor a lo largo de toda la distribución de la especie, al grado que la ausencia de registros de las poblaciones de Jalisco y Durango (Fig. 1) la llevaron a ser considerada como una especie extirpada de la Sierra Madre Occidental, como consecuencia de la pérdida de hábitat (Howell 1999, BirdLife 2004) y por tanto, endémica de los remanentes de zacatonal subalpino del Eje Neovolcánico (Howell y Webb 1995, Howell 1999, Oliveras de Ita y Gómez de Silva 2002). Su distribución actual parecía estar confinada específicamente a un área de 23.18 km² en tierras altas del Valle de México (pero ver capítulo 1), de los cuales, según González (2000) únicamente 7.96 km² corresponden con el hábitat propicio para su reproducción, siendo esto producto de una alarmante reducción que ha llegado incluso a ser del 50% durante los últimos 10 años (Cabrera 1999, González 2000). La especificidad del hábitat y las altas tasas de transformación del mismo son los factores de riesgo más importantes para la sobrevivencia de la especie, y por ello es considerada actualmente como una de las especies mexicanas en mayor riesgo de extinción (Collar et al. 1992, BirdLife 2000, México 2010) Descripción de la especie El adulto de Xenospiza baileyi mide entre 12 y 12.5 cm de largo. El pico es gris, y las patas de color carne. Presenta una línea superciliar gris que contrasta con el café- negruzco de los lados de la corona. Las plumas cobertoras de la zona auricular son de color gris, dicha zona está delimitada por las líneas postocular y supramalar negras. La garganta es blanca con una línea malar negra; el pecho al igual que los flancos y las cobertoras inferiores de la cola presentan una coloración ante claro, con cortas rayas negras. Las rayas negras del pecho son más densas y a veces se unen unas con otras para formar desde pequeñas manchas negras distribuidas aleatoriamente, hasta una gran mancha central en el pecho (similar a Melospiza melodia). Las plumas del dorso son 11 rojizas, con bordes que van del gris claro al ante claro (los bordes claros dominan hacia la parte alta de la espalda y nuca), también presentan el mismo patrón de rayas negras. Las alas al igual que la cola ligeramente horquilladason café oscuro, las terciarias, secundarias y cobertoras de la cola muestran bordes rojizos, a diferencia de los bordes de la cola y de las primarias que son una mezcla de color arena y café grisáceo (Howell y Webb 1995). Presentan un borde amarillo brillante en las cobertoras marginales del ala (Peterson y Chaliff 1994). En el plumaje del juvenil la línea superciliar, partes inferiores del cuerpo y los lores (el área entre la mandíbula superior y el ojo) son amarillo tenue. En el pecho las manchas son café oscuro y difusas. El pico es amarillo mate con el culmen oscuro (Howell y Webb 1995). El juvenil de Xenospiza difiere de los adultos por tener el anillo ocular, pecho y vientre de color amarillo claro-ante, con tonos canela en la parte baja del vientre, las manchas del pecho son cafés en lugar de negras, se distribuyen solo a los lados del pecho y están ausentes en los flancos. Además en los juveniles está ausente el parche amarillo brillante del ala (amarillo tenue en algunos juveniles). Los juveniles se encuentran con plumaje nuevo cuando en los adultos el plumaje nupcial se encuentra muy gastado debido a la ausencia de muda (Oliveras de Ita et al. 2001). Conducta reproductiva y otras generalidades de la especie El tamaño de la nidada de Xenospiza baileyi es de 3 huevos. Los huevos son de color verde-azul pálido con pequeñas manchas y puntos de color café oscuro o negro, más concentradas en el extremo más ancho (Dickerman et al. 1967). El tamaño de los huevos reportado en Dickerman et al. (1967), es de 20 mm de largo (n = 4, rango de 19.3 a 20.6) y 14.45 mm de ancho (n = 4, rango de 14.2 a 14.6). Al igual que en la mayoría de especies de gorriones de Norteamérica, en X. baileyi únicamente la hembra construye el nido, incuba los huevos y calienta a los pollos, que son alimentados por ambos padres (Oliveras de Ita et al. 2001). El periodo de incubación de varía entre las distintas nidadas, la más corta registrada es de 14 días y la más larga de 16, ambas a partir de que se completa la puesta, y el periodo en que los pollos consiguen abandonar el nido (empollamiento) va de 9 a 12 días después de la eclosión; y al salir del nido, los pollos permanecen alrededor de 12 días entre los zacatonales antes de volar (Oliveras de Ita et al. 2001). 12 Durante la época reproductiva (de abril a septiembre) X. baileyi se encuentra muy activa y es fácil observar a los machos cantando desde las espigas de los pastos, desde formaciones rocosas e incluso desde postes y cables de electricidad (Dickerman et al. 1967) Por algún tiempo se pensó que la especie realizaba desplazamientos migratorios, ya que fuera de la época reproductiva era muy poco conspicua, volviéndose casi enteramente terrestres y casi nunca permitiendo ser observadas a corta distancia (Wilson y Ceballos-Lascurain 1986), sin embargo, de existir esos movimientos, no lo realizarían todos los individuos de una población, ya que existen registros de ejemplares colectados en invierno, en las mismas localidades de reproducción (Navarro et al. 2002). Adicionalmente, se ha observado que durante el invierno, X. baileyi se reúne en grupos de hasta 20 individuos, en las mismas localidades donde se reproduce, lo cual también indica que las poblaciones del sur del Valle de México (al menos algunos individuos) son residentes. 13 Justificación En los últimos 50 años, todos los registros de X. baileyi provienen del sur del Valle de México y estudios recientes, mostraron que 89% de los espacios abiertos en esta área, incluyendo aquellos que contaban con zacatonal subalpino, han sido transformado en campos agrícolas y sólo quedan 800 hectáreas de zacatonal propicio para la anidación de esta especie, distribuidos en 29 fragmentos (González 2000). El gorrión serrano se encuentra fuertemente asociado a las áreas de zacatonal subalpino libre de dosel y no parece realizar desplazamientos largos fuera de este tipo de hábitat. Se tiene evidencia, basada en observaciones de individuos anillados, que éstos pueden llegar a desplazarse hasta 450 metros entre fragmentos de zacatonal, sin embargo es poco frecuente (Oliveras de Ita y Gómez de Silva 2005). Es muy probable que las montañas, los bosques, las carreteras y las áreas de cultivo de gran extensión que dominan el área de distribución de esta especie, constituyan barreras geográficas que limitan su dispersión. Esta información reciente resalta lo crítico de la situación de la especie y sugiere que es urgente realizar análisis ecológicos y genéticos que generen información para apoyar su conservación a largo plazo. Para ello se requiere actualizar la distribución de esta especie visitando las localidades del norte que cuentan con registros históricos ―donde se encontraba a principios del siglo pasado― y en el aspecto genético, evaluar la variabilidad en las poblaciones remanentes, con la finalidad de determinar su diversidad genética y flujo génico, para establecer medidas de manejo que contribuyan con la conservación a largo plazo de esta especie. 14 Estructura genética y distribución del gorrión serrano (Xenospiza baileyi): una especie en peligro de extinción Capítulo II Oliveras de Ita, A. y Rojas-Soto, O. (2006) A survey for the Sierra Madre Sparrow (Xenospiza baileyi), with its rediscovery in the state of Durango, Mexico. Bird Conserv. Internatn. 16: 25-32. Bird Conservation International (2005) 15:000–000. BirdLife International 2005 doi:10.1017/S0959270905000687 Printed in the United Kingdom A survey for the Sierra Madre Sparrow (Xenospiza baileyi), with its rediscovery in the state of Durango, Mexico ADÁN OLIVERAS DE ITA and OCTAVIO R. ROJAS-SOTO SummarySummarySummarySummarySummary The Sierra Madre Sparrow (Xenospiza baileyi) is a highly endangered and endemic species of the highlands of south-central Mexico, where it is resident in bunchgrass (Gramineae) and adjacent marshy habitats in the southern Sierra Madre Occidental (Jalisco and Durango states) and in the mountains around the Valley of Mexico (Distrito Federal and the states of Morelos and Mexico). This species was first collected in the southern part of this range on 23 April 1945 at La Cima, D.F., where its persistence has been documented essentially continuously since 1951. The first specimens of the taxon were collected in the Sierra de Bolaños of extreme north- ern Jalisco on 3–10 March 1889, including the type from which the genus and species were described in 1931. Two populations have been found in southern Durango: one 30 miles (48 km) south-west of the City of Durango on 22 March 1931, and the other 5 miles (8 km) west of El Salto on 16–17 June 1951. The Sierra Madre Sparrow has not been otherwise confirmed in the northern part of its range, which in July 2004 led us to conduct an extensive search for it in these areas of Durango and Jalisco as well as south-western Zacatecas. Here we present the findings from that search, during which several sites were intensively surveyed and a single population of this sparrow was located – a new one between the city of Durango and El Salto, Durango. This rediscovery increases possibilities for understanding the biogeography, ecology and basic requirements of the Sierra Madre Sparrow, information of fundamental importance for proposing measures that promote its conservation in any of its remaining populations. IntroductionIntroductionIntroductionIntroductionIntroduction The Sierra Madre Sparrow (Xenospiza baileyi; Emberizidae, Passeriformes) was first discovered by W. B. Richardson, who collected a series of eight museum skins in the Sierra de Bolaños, extreme northern Jalisco, on 3–10 March 1889 (Navarro et al. 2002). Of these specimens, seven were deposited in the British Museum (Natural History) in 1899 (one was exchanged to the Smithsonian Institution in 1939), where they were misidentified as either Song(Melospiza [melodia] adusta) or Savannah (Passerculus sandwichensis) sparrows (R. Prys-Jones in litt. 2004). The eighth of these skins was acquired by the Museum of Comparative Zoology at Harvard University, where it was long regarded as a hybrid by such eminent ornithologists as Robert Ridgway and Harry C. Oberholser (Bangs 1931). However, that identification was overturned on 22 March 1931, when Alfred H. Bailey collected a specimen from a small population of these birds 48 km south-west of the city of Durango in southern Durango (Bailey and Conover 1935). That skin was soon sent to Bangs (1931: 86), who used it and the MCZ specimen (no. 45986; designated holotype) to describe this BCI77108.pmd 13/12/2005, 20:111 2A. Oliveras de Ita and O. R. Rojas-Soto sparrow as a new genus and species – the epithet of which honors Bailey. While ornithologists have agreed that this species is quite distinct, their assessments have differed as to its relationships and whether Xenospiza is a valid genus. Dickerman et al. (1967), Robins and Schnell (1971) and Howell and Webb (1995) consider that the Sierra Madre Sparrow is a member of the Ammodramus complex (sensu lato), although in other ways it appears more like Melospiza (Pitelka 1947, J. Klicka verbally 2003) or Passerculus (H. Gómez de Silva verbally 2002). A second Durango population of the Sierra Madre Sparrow was found by John Davis, who on 16–17 June 1951 collected five skins at San Juan, which is located 5 miles (8 km) west of El Salto (Navarro et al. 2002). That was 6 years after this species had first been discovered in the Valley of Mexico region by Helmut O. Wagner, who obtained an adult male at La Cima, 3,000 m, Distrito Federal on 23 April 1945 (Museum of Vertebrate Zoology). That skin (MVZ 93519) became the holotype and only known example of X. b. sierrae, which Frank A. Pitelka (1947) distinguished from the nominate population (Jalisco and Durango) primarily on the basis of plum- age differences. In 1949–1950, Wagner obtained at least five additional skins of this species at La Cima and nearby Fierro del Toro, Morelos (Navarro et al. 2002). In July 1954, Robert W. Dickerman, Allan R. Phillips and Dwain W. Warner (1967) began studying the status, behaviour, habitat use, and other aspects of the biology of the La Cima population. In addition, they amassed skins of at least 44 adults and 10 juveniles to document the plumages, moults, soft-part colours, skeletal characteristics, standard measurements, reproductive status and related parameters in those birds. They also used this material to assess geographic variation in this species, from which they con- cluded that X. b. sierrae is not a valid subspecies – thus making the Sierra Madre Sparrow monotypic. Dickerman et al. (1967) provided the first detailed information on habitat utiliza- tion in the Sierra Madre Sparrow, based on their study of the population at La Cima. They found that these birds were associated primarily with “medium and tall bunch- grasses, Festuca amplisima, Stipa ichu, Muhlenbergia affinis and M. macroura, inter- spersed with park-like stands of Pinus montezumae on the ridges and knolls.” Earlier, Bailey and Conover (1935) had described the habitat of the Durango population as “the dried grass of a small marsh” in an area “near a series of springs,” with the “sad pine” (probably Pinus lumholtzii) growing “upon the hot hillsides in whitish rock”. Bailey (in Bangs 1931) further described the “small marsh (as some) fifty feet long (15 m) by perhaps twenty feet (6 m) across, grown to tall grass, dead at this season of the year (March)”. The elevation of that locality was given as 8,000 feet (2,438 m). Dickerman et al. (1967) were also the first to address habitat loss for the Sierra Madre Sparrow, indicating that at La Cima “in the period since 1954 . . . a large portion of the tillable area of this (grassland) . . . has been plowed and destroyed as nesting cover. Approximately 25 to 35% of the habitat visited by the authors has been destroyed in this time span”. Similar or even greater losses have occurred elsewhere in this bird’s habitat (Oliveras de Ita et al. 2001), thus making it one of the 28 Mexi- can species considered as endangered to the point of facing global extinction (BirdLife International 2004). Despite searches (Howell 1999, Lammertink 1999, J. Rojas Tomé verbally 2001, J. Klicka verbally 2005), Sierra Madre Sparrow has not been detected in Jalisco since 1889 nor Durango since 1951 (see above), leading to the belief that the species is currently restricted to the remaining subalpine bunchgrasses in and near the southern Valley of Mexico (Howell and Webb 1995, Howell 1999, Oliveras de Ita and BCI77108.pmd 13/12/2005, 20:112 3A survey for the Sierra Madre Sparrow (Xenospiza baileyi) Gómez de Silva 2002). Given this, in 2004 we undertook a survey for the species in those two northern states and adjacent Zacatecas, as outlined below. MethodsMethodsMethodsMethodsMethods Between 14 and 31 July 2004, season when the males are more conspicuous as a con- sequence of the territorial behaviour, we conducted an extensive search for Xenospiza baileyi in the Sierra Madre Occidental region of northwest-central Mexico (Fig. 1, Table 1). This survey covered approximately 3,500 km, beginning in extreme north- ern Jalisco, then proceeding northward through south-western Zacatecas, and finally westward to be completed in southern Durango. This region was chosen on the basis of historical occurrences of this bird, the potential presence of its habitat, and related considerations (Bailey and Conover 1935, Miller et al. 1957, Navarro et al. 2002). Our survey emphasized searches of bunchgrass associations (well-known locally as “Pajón”) in open areas and, when present, adjacent marshy areas, which we located both on our own and through interviews with agriculturists, cattlemen and local residents. Once such habitats were located, we first listened for these birds for 10 to 15 minutes while also searching for them with 9 × 25 and 10 × 50 binoculars and a Pentax 30× telescope. If none was detected, we then used a tape recorder to play several songs and calls of these sparrows as recorded from the Valley of Mexico population. If this procedure failed to elicit a response after at least 10 minutes, we Figure 1. Location of the sites visited (grey points) and the new record (black point). Numbers correspond to the sites of Table 1. The black and grey lines represent, respectively, state limits and the principal highways. Numbers with asterisks correspond to historic records, even though there is a lack of precision for the locality “Sierra de Bolaños” (numbers 1, 2, 3, 4). BCI77108.pmd 13/12/2005, 20:113 4A. Oliveras de Ita and O. R. Rojas-Soto walked throughout the bunchgrasses to increase the possibility of detection; if the species was not recorded, we considered that site as uninhabited by the Sierra Madre Sparrow. ResultsResultsResultsResultsResults As indicated above, the only Jalisco record of the Sierra Madre Sparrow is that based on W. B. Richardson’s specimens, which were obtained on 3–10 March 1889 in the “Sierra de Bolaños, apparently a town” (Navarro et al. 2002). Given the inexactness of that locality, we searched for this species and its habitat throughout that mountain range and its vicinity, with standardized surveys conducted at sites 3–8 (Fig. 1, Table 1). In addition, we also surveyed for it near the towns of Bolaños (site 1) and Tuxpan de Bolaños (site 2), even though they seem far too arid to have harboured these birds. All these sites proved unfruitful for this species, including in the Table 1. Localities visited and the numbers represented in Fig. 1. For each locality geographical coordinates, altitude and the name of the States are provided. Locality Number Latitude Longitude Altitude (m) State Bolaños 1 21°50′28″N 103°46′50″W 980 Jalisco Tuxpan de Bolaños 2 21°51′47.1″N 104°00′02.2″W 1,847 Jalisco Crucero Banderitas 3 21°56′40″N 103°52′40″W2,430 Jalisco Bajío de Banderitas 4 21°57′37.1″N 103°53′12″W 2,430 Jalisco Bajío el Tule 5 22°01′04″N 103°54′30″W 2,470 Jalisco Bajío las Cebolletas 6 22°03′27″N 103°53′40.4″W 2,538 Jalisco Bajío los Amoles 7 22°09′59.4″N 103°54′09.1″W 2,300 Jalisco 8 km NE Bajío los Amoles 8 22°12′04″N 103°53′02.7″W 2,415 Jalisco Santa Lucía de la Sierra 9 22°27′36″N 104°12′36″W 2,400 Zacatecas Sarabia 10 22°48′58.5″N 103°07′45.6″W 2,326 Zacatecas Mesa la Gloria 11 23°07′15.1″N 104°17′5″W 2,717 Durango Rancho Gachupines 12 23°20′14″N 103°32′34″W 2,600 Zacatecas Mezquital 13 23°27′22.7″N 104°22′02.9″W 1,661 Durango Las Bayas 14 23°30′13.7″N 104°49′27.0″W 2,649 Durango Las Bayas Viejas 15 23°31′06.1″N 104°50′02.6″W 2,552 Durango La Flor 16 23°32′05.9″N 104°43′23.9″W 2,676 Durango Bajío los Aguinaldos 17 23°40′55.9″N 104°56′56.2″W 2,453 Durango 2 km NE Bajío los Aguinaldos 18 23°41′31.5″N 104°57′15.7″W 2,444 Durango Ciénega de Tableteros 19 23°41′21.4″N 104°43′18.4″W 2,389 Durango Las Juntas 20 23°44′17.1″N 105°27′25.3″W 2,671 Durango Lechería 21 23°45′41.5″N 105°26′37.2″W 2,699 Durango La Casita 22 23°46′29.0″N 104°45′53.7″W 2,459 Durango San Juan 23 23°47′14.3″N 105°24′50.2″W 2,603 Durango Mil Diez 24 23°48′19″N 105°23′35.4″W 2,589 Durango Rancho Santa Bárbara 25 23°49′20″N 104°55′40″W 2,300 Durango Desviación a San 26 23°50′59.8″N 105°17′51.8″W 2,450 Durango Miguel de Cruces Ejido Ojo de Agua 27 23°51′55.6″N 105°16′12.1″W 2,451 Durango El Cazador (town) Ejido Ojo de Agua 28 23°53′21.9″N 105°16′44.5″W 2,341 Durango El Cazador (locality) Desviación a Veracruz 29 24°26′06.0″N 105°36′33.1″W 2,612 Durango de la Sierra BCI77108.pmd 13/12/2005, 20:114 5A survey for the Sierra Madre Sparrow (Xenospiza baileyi) mountains where the bunchgrasses have been completely replaced with cultivated areas and pastures over the last 30 years or more. This montane area is probably the same as that Goldman (1951) referred to as the “Sierra Madre, near Bolaños”, where his party conducted a biological survey on 15–17 September 1897. He described the range as being “about 14 miles (22.5 km)” north-west of Bolaños, with “the top . . . a rolling tableland 7,500 to 8,500 feet (2,286–2,591 m) high and 3 or 4 miles (4.8 or 6.4 km) broad”. The vegetation there was said to consist “mainly [of] several species of pines (Pinus spp.), oaks (Quercus spp.) and madroños (Arbutus spp.)”. No bunch- grasses or marshes were mentioned, which suggests that they were not prominent features of the surveyed habitats. We also searched for the Sierra Madre Sparrow in Zacatecas, where our surveys in widely separated montane areas yielded none of these birds. However, we found only a few and scattered bunchgrasses in that state, some of which local residents said have been introduced in recent years. Given that Xenospiza baileyi was recorded in Durango in 1931 and 1951, we rea- soned it would be the most likely area in which populations of this species might still persist in the Sierra Madre Occidental. For this reason, we conducted a search for the species and its habitat in the southern part of that state from 20 to 31 July. During that time, we intensively surveyed several sites, as illustrated in Fig. 1 and detailed in Table 1. We began our search near the Zacatecas border and gradually surveyed north-westerly to the site which we are certain is where Bailey and Conover (1935) found the first Durango population of this species. They referred to that locality as the “Cienega Tableterra”, which was said to be “near a series of springs” about 15 miles (24 km) south of La Casita by way of the “Bajia de los Coconos”. We found a locality called the “Ciénega de Tableteros” which is indeed near the “Valle de los Cóconos”. However, the Ciénega (marshy area) is only 10 km south of La Casita, which distance obviously differs from the above. This is probably because Bailey and Conover’s was an estimate, which was further distorted by travelling by pack train along topographic contours rather than in a straight line. In any case, the marsh has disappeared and in its place are crops and livestock, while the springs have been connected to pipes and cemented. The locality still supports some bunchgrass, but this grows only on the very steep, rocky hillsides where it is protected from livestock grazing. Given these changes, it is not surprising that we did not find the Sierra Madre Sparrow in the area. The second Durango locality for the species was at “San Juan, 5 miles (8 km) west of El Salto, 8,800 feet (2,682 m)” where five specimens were collected by John Davis (Miller et al. 1957, Navarro et al. 2002). We determined the elevation of this site as 2,603 m (Fig. 1, Table 1), and no evidence was found of this species’ persistence there. According to a local resident, the former habitat there was bunchgrass and marshy areas. However, these have been almost completely removed from the area, except for some bunchgrass remnants along the small streams and as ground cover in the pine forests. We also searched small fragments of seemingly suitable habitat at other sites near El Salto, but we did not find the species there either. The northernmost locality visited was 70 km north of El Salto at “Desviación a Veracruz de la Sierra”, which is on the highway to San Miguel de Cruces. It also proved fruitless for Sierra Madre Sparrows, despite the presence of extensive marshy meadows there – albeit lacking bunchgrasses. We did find better habitat at the “Bajío de los Aguinaldos”, which belongs to the Rancho Santa Barbara and is located south-east of the city of Durango. For example, that open area supported a remnant stand of bunchgrasses consisting of about 2 ha and surrounded by pine forest. Given these characteristics together with BCI77108.pmd 13/12/2005, 20:115 6A. Oliveras de Ita and O. R. Rojas-Soto the abundance and density of the bunchgrasses, we anticipated that the sparrow might inhabit that site. However, we could not find it there, despite our intensive search of the entire locality. On the twelfth day of our search, we visited the “Ejido Ojo de Agua-El Cazador” (Fig. 1, Table 1). This site is located 6.5 km north of the Cruz de Piedra bypass at kilometer 86 of the federal highway no. 40 between the city of Durango and Mazatlán, Sinaloa, where there is a marshy meadow of about 80 ha with a few remnant clumps or stands of dense bunchgrass growing mainly on drier sites. Here we heard and observed our first individuals of Xenospiza baileyi in the Sierra Madre Occidental! The first was singing from the stalks of grasses and other flowering plants (20–45 cm high) that grew near the bunchgrasses. During the following 2 days, we mist-netted and banded four adults (three males and one female) of the species, which were respectively sexed by the presence of a cloacal protuberance or brooding patch. We also found a nest with three young about 9 days old according to Geupel and Hardesty (1996), which were still being fed by both parents. All the captures took place within 50–80 m of each other, within which area the nest was also located. Based on this information, we believe at least three breeding pairs of the Sierra Madre Sparrow were present at this site, all concentrated in an area of approximately 0.5 ha. The males were singing, and they readily responded to our playing of recorded songs and calls of the species. The lack of additional females in our sample may because they were incubating eggs and/or brooding small young, making them less mobile and conspicuous. Females were also detected less often than males (i.e. 51%) at this stage of the annual cycle in the La Cima population of this bird (based on data in Oliveras de Ita 2002). DiscussionDiscussionDiscussionDiscussionDiscussion We are gratified to report the continued existence of the Sierra Madre Sparrow in the Sierra Madre Occidental of Mexico, namely at the Ejido Ojo de Agua-El Cazador in the southern portion of the state of Durango as of July 2004. Otherwise, this highly endangered, endemic species andgenus is known to persist only in the mountains of the Transvolcanic Belt of south-central Mexico, most notably at La Cima and Milpa Alta in the Distrito Federal. In addition, a few individuals have recently been found some 6 km north-east of Coexapa in the state of Mexico (Oliveras de Ita and Gómez de Silva 2002). This sparrow is entirely dependent on subalpine (2,300–2,600 m) bunchgrass habi- tat, which has disappeared over most of its range due to agricultural development, livestock grazing, and other such activities. The future of the Sierra Madre Sparrow is in such doubt that it is considered a globally endangered taxon (BirdLife International 2004). The key to its survival is clearly the protection and restoration of its habitat, which will require the combined efforts of governments, non-governmental organiza- tions, academic institutions, private landowners and others. As for the Ejido Ojo de Agua-El Cazador population, its very small size and apparent isolation combined with limited habitat availability to make it highly vulnerable to extinction. Even now its survival is threatened not only by livestock grazing and potential agricultural develop- ment, but also by the fact the Mexican army conducts bimonthly weapons tests and firearms practice in the area. On the other hand, many of the Ejido members are enthusiastic about the discovery of population of a bird that occurs only in Mexico, including the Comisariado Ejidal Don Julio Castro. If their enthusiasm can be BCI77108.pmd 13/12/2005, 20:116 7A survey for the Sierra Madre Sparrow (Xenospiza baileyi) expanded and channelled into constructive conservation efforts, then the prospects for this population’s survival will be improved if not ensured. Meanwhile, surveys for the Sierra Madre Sparrow should continue, along with efforts to locate, protect and enhance bunchgrass stands and adjacent marshy areas throughout the species’ historic range. Such steps would provide habitat not only for surviving populations, but also for any expansion that they might undergo over time. AcknowledgementsAcknowledgementsAcknowledgementsAcknowledgementsAcknowledgements We are grateful to John P. Hubbard who provided ideas, information and valuable comments to improve the manuscript. We also thank Alejandro Espinoza, Lorrain Giddings, Adolfo Navarro, Ken Oyama and an anonymous reviewer, for their com- ments on this manuscript. We give special thanks to the people of the Ejido Ojo de Agua-El Cazador, and especially to Comisariado Ejidal Don Julio Castro, as well as to all the many people who provided help and information during our search for the Sierra Madre Sparrow in the Sierra Madre Occidental. We also thank the E. Alexander Bergstrom Research Award from the Association of Field Ornithologists, the Neotro- pical Bird Club Conservation Award Scheme and the Centro de Investigaciones en Ecosistemas (CIECO) of the Universidad Nacional Autónoma de México for financing the fieldwork; CONACyT for the master’s scholarship granted to the first author and the DGEP-UNAM for the compliment to the same; Instituto de Ecología, A.C. of Xalapa for the postdoctoral scholarship granted to the second author; the Dirección General de Vida Silvestre (DGVS-SEMARNAT) for the licence FAUT 0034 used for banding; the Birders´ Exchange Program from the American Birding Association for providing a telescope, tripod and camera; the curators of the diverse ornithological collections who facilitated the historical data of the species for the Atlas of the Birds of Mexico (British Museum Natural History, Museum of Comparative Zoology, Moore Laboratory of Zoology, American Museum of Natural History, Bell Museum of Natu- ral History, Delaware Museum of Natural History, Royal Ontario Museum, Canadian Museum of Nature, University of Michigan, and Carnegie Museum of Natural History) and Alejandro Gordillo, Museo de Zoología, Facultad de Ciencias UNAM for providing georeferences of the localities; and Adriana Garza, Patricia Geréz, Héctor Gómez de Silva, Borja Milá, Nidia Pérez, Sofía Solórzano and Miguel Soto for their support in the planning and discussion of the project. ReferencesReferencesReferencesReferencesReferences AOU (1998) Check-list of North American birds. Seventh edition. Lawrence, Kansas: American Ornithologists’ Union. Bailey, A. M. and Conover, H. B. (1935) Notes from the State of Durango, Mexico. Auk 52: 421–424. Bangs, O. (1931) A new genus and species of American buntings. Proc. N. Engl. Zool. Club 12: 85–88. BirdLife International. (2004) Species factsheet: Xenospiza baileyi. Downloaded from http://www.birdlife.org on 13 February 2005 Dickerman, R. W., Phillips, A. R. and Warner, D. W. (1967) On the Sierra Madre Sparrow, Xenospiza baileyi, of Mexico. Auk 84: 61–71. Geupel, G. R. and Hardesty, D. (1996) The Palomarin handbook. Point Reyes Bird Observatory, U.S.A. BCI77108.pmd 13/12/2005, 20:117 8A. Oliveras de Ita and O. R. Rojas-Soto Goldman, E. A. (1951) Biological investigations in Mexico. Smithsonian Mis. Coll. Vol. 115 (whole volume). Howell, S. N. G. (1999) A bird-finding guide to Mexico. Cornell University Press, U.S.A. Howell, S. N. G. and Webb, S. (1995) A guide to the birds of Mexico and northern Central America. New York: Oxford University Press. Lammertink, J. M. (1999) In Species factsheet: Xenospiza baileyi. Downloaded from http://www.birdlife.org on 13 February 2005. Miller, A. H., Friedmann, H., Griscom, L. and Moore, R. T. (1957) Distributional check-list of the birds of Mexico: part 2. Pacific Coast Avifauna no. 33. Navarro, A. G., Peterson, A. T. and Gordillo-Martínez, A. (2002) A Mexican case study on a Centralized Data Base from World Natural History Museums. CODATA, Data Sci. J. 1: 45–53. Oliveras de Ita, A. (2002) Dinámica poblacional e historia natural del Gorrión Serrano (Xenospiza baileyi). Bachelor’s thesis. Facultad de Ciencias, UNAM, México, D.F. Oliveras de Ita, A. and Gómez de Silva, H. (2002) Nueva localidad para el Gorrión Serrano (Xenospiza baileyi). Orn. Neotrop.13: 203–204. Oliveras de Ita, A., Gómez de Silva, H. and Grosselet, M. (2001) Population dynamics and natural history of the Sierra Madre Sparrow (Xenospiza baileyi) at La Cima, Mexico. Cotinga 15: 43–47. Pitelka, F. A. (1947) Taxonomy and distribution of the Mexican sparrow Xenospiza baileyi. Condor 49: 199–203. Robins, J. D. and Schnell, G. D. (1971) Skeletal analysis of the Ammodramus–Ammospiza grassland sparrow complex: a numerical taxonomic study. Auk 88: 567–590. ADAN OLIVERAS DE ITA Centro de Investigaciones en Ecosistemas (CIECO), Universidad Nacional Autónoma de México, Antigua Carretera a Patzcuaro No. 8701. C.P. 58190, Morelia, Michoacán, Mexico OCTAVIO R. ROJAS-SOTO Instituto de Ecología, A.C., Departamento de Biología Evolutiva, Km 2.5 Carretera Antigua a Coatepec No. 351, Congregación el Haya, C.P. 91070, Xalapa, Veracruz, Mexico Received 16 November 2004; revision accepted 14 March 2005 BCI77108.pmd 13/12/2005, 20:118 23 Estructura genética y distribución del gorrión serrano (Xenospiza baileyi): una especie en peligro de extinción Capítulo III Oliveras de Ita, A., Milá, B., Smith, T.B., Wayne, R. K. y K. Oyama. Genetic evidence for recent range fragmentation and severly restricted dispersal in the critically endangered Sierra Madre Sparrow, Xenospiza baileyi. Artículo enviado a Conservation Genetics 24 Genetic evidence for recent range fragmentation and severely 1 restricted dispersal in the critically endangered Sierra Madre Sparrow, 2 Xenospiza baileyi 3 4 Running title: Genetic study of endangered Sierra Madre sparrow 5 6 Adán Oliveras de Ita1,4*, Borja Milá2,4, Thomas B. Smith3,4, Robert K. Wayne3,4, and 7 Ken Oyama Nakagawa1 8 9 1Centro de Investigaciones en Ecosistemas (CIECO), Universidad Nacional Autónoma 10 de México, Antigua Carretera a Pátzcuaro No. 8701. C.P. 58190, Morelia, Michoacán, 11 Mexico; 2National Museum of Natural Sciences, Spanish Research Council(CSIC), 12 José Gutiérrez Abascal 2, Madrid 28006, Spain; 3Department of Ecology and 13 Evolutionary Biology, University of California, 621 Charles Young Dr, Los Angeles, 14 CA 90095, USA; 4Center for Tropical Research, 300 La Kretz Hall, University of 15 California, 619 Charles Young Dr, Los Angeles, CA 90095, USA. 16 17 18 *Corresponding author: Adan Oliveras de Ita, 19 Privada Tecolapa #35, Casa 4. Col. Tepepan. Xochimilco. CP.16020. México, D.F. 20 Tel: (55) 56415361 21 Fax: (55) 56015336 22 e-mail: oliverasdeita@yahoo.com.mx 23 Keywords: Gene flow, conservation, management, endangered, birds, Mexico 24 25 25 26 Abstract 26 Assessing patterns of genetic structure and diversity of threatened species has become 27 an essential tool for determining conservation status and designing management 28 strategies. We examine the genetic structure of the Sierra Madre sparrow (Xenospiza 29 baileyi), a species restricted to fragmented patches of subalpine bunchgrass in three 30 small isolated areas of northwestern and central Mexico. Coding and non-coding 31 regions of mtDNA (1,878 bp) from individuals of the only three known populations 32 revealed the existence of a single major lineage, with closely related haplotypes being 33 shared between populations across the range. The sharing of haplotypes between the 34 distant northwest and central populations (~800 km) suggests a recent fragmentation of 35 a formerly contiguous population. Despite a lack of large-scale phylogeographic 36 structure, haplotype frequencies at local scales revealed significant genetic 37 differentiation and high FST values between all three remaining populations, even 38 between localities separated by less than 12 km. These results suggest restricted gene 39 flow and limited dispersal, likely due to the species’ inability to cross areas of 40 unsuitable habitat. On the basis of genetic interchange and ecological equivalence 41 criteria, we recommend that the species be managed as a single unit, permitting the 42 strengthening of the small population in the northwest with individuals from central 43 Mexico, and/or the translocation of individuals to new areas of suitable habitat. 44 45 46 47 27 48 Introduction 49 50 As a consequence of the transformation and fragmentation of habitat, the distributions 51 of many species have been divided into small subpopulations with limited or no gene 52 flow between them (Galbusera et. al. 2000, Browning et al. 2001). Populations with 53 small effective population sizes are more susceptible to endogamy and genetic drift, 54 thus losing genetic diversity (Galbusera et al. 2000), which is directly involved with 55 adaptive responses to the environment (Simberloff 1988, Franklin and Frankham 1998, 56 Ricklefs and Miller 2000, Spielman et al. 2004a, Lara-Ruíz et al. 2008). For these 57 reasons, conservation programs for endangered species and populations increasingly 58 consider the preservation of genetic diversity (Lande 1988, Milot et al. 2000, Lettink et 59 al. 2002) as well as the evolutionary processes that generate and maintain it (Crandall et 60 al. 2000, Moritz 2002). 61 An additional risk of habitat fragmentation is that as the distance between 62 fragments increases and dispersal among fragments is compromised, the probability of 63 recolonization following local extinctions decreases (Wiens 1994, Hanski and Gilpin 64 1997). It is therefore important for biodiversity management and conservation projects 65 to focus on intraspecific populations. Assessing the spatial distribution of genetic 66 diversity permits the identification of Evolutionarily Significant Units (ESUs) and 67 Management Units (MUs) which can guide the design of management plans (Moritz 68 1994, Crandall et al. 2000). Identification of these units can help both prioritize the use 69 of resources and maximize the genetic diversity to be preserved, thus increasing the 70 survival probability of species at risk. 71 28 According to Ryder (1986) and Moritz (1994, 2002), an ESU unites a set of 72 populations with a common evolutionary history that is distinct from that of other sets 73 of populations and that can contribute significantly to the maintenance of the species’ 74 genetic diversity, or that shows phylogenetic differences with other populations. 75 However, the criteria to determine the significance of genetic differences among 76 populations are still a matter of debate. In recent years, phylogeographic criteria (Avise 77 and Ball 1990) that identify reciprocal monophyly between mitochondrial alleles and a 78 significant divergence in allelic frequencies in nuclear loci (Moritz 1994) have been 79 used to delimit ESUs. Aditionally, Vogler and DeSalle (1994) proposed that it is 80 necessary for all the individuals in an ESU to share at least one unique heritable 81 character. In contrast, MUs are demographically independent populations with limited 82 gene flow that show genetic differences between them. Their definition does not 83 consider the phylogeny of alleles but focus instead on the differences in allele 84 frequencies, which respond more rapidly to genetic isolation than do phylogeographic 85 patterns (Moritz 2002). 86 Other important criteria for the identification of conservation units were 87 proposed by Crandall et al. (2000), who point out the necessity of taking into account 88 levels of genetic interchange and ecological equivalence between populations. 89 According to these authors, the extent to which individuals from different populations 90 share demographic traits, ecological requirements or morphological and demographic 91 characters, and the amount of gene flow connecting populations, must be considered in 92 addition to strictly phylogeographic criteria. 93 The Sierra Madre sparrow is a sedentary, Mexican endemic species whose 94 historical distribution comprised the subalpine bunchgrass of the Transvolcanic Belt 95 (TVB) of central Mexico and the Sierra Madre Occidental (SMO) in northwestern 96 29 Mexico. Today, the species is restricted to a few habitat patches in the TVB, all of them 97 in the vicinity of Mexico City, and a single small population in the SMO that was 98 recently discovered in the state of Durango (Oliveras de Ita and Rojas-Soto 2006). Due 99 to its restricted range and strict association to a habitat severely threatened by 100 inadequate forestry and agricultural practices, the species is among the most highly 101 endangered Mexican birds (Collar et al. 1992, Oliveras de Ita and Gómez de Silva 2007, 102 BirdLife 2009, IUCN 2009). 103 The Sierra Madre sparrow does not seem to move outside of the bunchgrass 104 habitat (predominantly Festuca spp. and Muhlenbergia spp.) it requires for breeding 105 (Oliveras de Ita and Gómez de Silva 2007), making it highly likely that the pine forests 106 and large cultivated areas within its limited range act as barriers to the dispersal of 107 individuals. On the basis of field observations (Oliveras de Ita and Rojas-Soto 2006), 108 published historical records (Bangs 1931, Bailey and Conover 1935, Dickerman et al. 109 1967), and a review of specimen collections (Navarro et al. 2002), it is evident that the 110 Sierra Madre sparrow has suffered a severe reduction in its range as a consequence of 111 habitat destruction, which has already caused population extinctions in the states of 112 Jalisco, Durango and México. A decade ago it was estimated that more than 50% of 113 suitable habitat had disappeared in the previous 10 years (Cabrera 1999, González 114 2000), and the factors leading to this decrease have not diminished. The current 115 populations in the TVB and SMO occur in areas with very similar ecological conditions 116 (Rojas-Soto et al. 2008), despite being separated by more than 800 km. 117Here, we use molecular data to examine spatial patterns of genetic diversity and 118 to infer patterns of genetic differentiation and gene flow between remaining populations 119 of Sierra Madre sparrows. We also identify specific management units that may 120 contribute to the design of a conservation plan currently underway (Berlanga et al. 121 30 2009). Specifically, we wanted to test whether distant TVB and SMO populations 122 belong to differentiated lineages, and the extent to which areas of unsuitable habitat 123 among patches can restrict gene flow among isolated populations in TVB. Based on our 124 results, we put forward recommendations for the implementation of management 125 strategies aimed at preserving this critically endangered species. 126 127 128 Methods 129 130 Field sampling of populations 131 132 Samples were obtained from the three areas in which the Sierra Madre Sparrow is 133 currently found (Fig. 1). Birds were captured using mist nets, and 100-200 µl of blood 134 was extracted from each individual by venipuncture of the sub-brachial vein. Blood was 135 placed in lysis buffer (Hillis et al. 1996) and stored at -20 C. Blood was obtained from 136 all seven individuals found at Ojo de Agua El Cazador (Durango), the only currently 137 known population in SMO (Oliveras de Ita and Rojas-Soto 2006). However, three of the 138 individuals were chicks from a single nest, and were probably the offspring of the 139 female and of one of the males in the sample. In the TVB, all individuals were adults 140 and came from La Cima (n=17) and Milpa Alta (n=16), with samples obtained in 1999 141 and 2004, respectively. These two localities are the largest fragments of subalpine 142 grassland that remain within the range of the Sierra Madre Sparrow in TVB (González 143 2000) and represent the eastern and western limits of occurence there. They were 144 considered geographically independent based on the low vagility and high philopatry of 145 31 color-ringed individuals (Oliveras de Ita and Gómez de Silva 2007) and the fragmented 146 state of the habitat. 147 148 MtDNA amplification and sequencing 149 150 Genomic DNA was extracted from blood samples with a QiagenTM DNeasy kit 151 following standard protocols. We obtained sequences from the domain I of the 152 mitochondrial DNA Control Region (CR), and from two coding mitochondrial genes: 153 cytochrome c oxidase subunit I (COI) and ATP-synthase 6 and ATP-synthase 8 154 (ATPase 6 and 8). These three markers are commonly used in the identification of 155 intraspecific structure (Helbig et al. 1996, Hebert et al. 2004) and in population studies 156 owing to their relatively high variability (Zink and Weckstein 2003). Polymerase chain 157 reaction (PCR) was used for the amplification of mitochondrial sequences utilizing the 158 following primers: LGL2-H417 for CR (Tarr 1995); Bird F1-Bird R1 for COI (Hebert et 159 al. 2004); and L8929-Co3HMH for ATPase 6 and 8 (Sorenson et al. 1999). 160 Amplification reactions were carried out in a volume of 25µl, and included 15 µl of 161 sterile ultrapure water, 2.5 µl of MgCl2 25 mM, 2.5 µl of 10x reaction buffer, 0.5 µl of 162 dNTP 10 mM, 0.5 µl of each primer (10mM), 0.5 µl of BSA, 0.125 µl of Taq 163 polymerase and 3 µl of DNA (20-80 ng/µl). An MJ Research PTC-100 Peltier Thermal 164 Cycler was used, with the following amplification program: a) denaturation for 3 min at 165 94°C; b) 36 cycles of 94°C for 30 s, 51-58°C for 45 s (temperature depending on the 166 gene), and 72°C for 45 s; and c) a final extension of 5 min at 72°C. PCR products were 167 purified with an UltraClean-htpTM PCR Clean-up Kit, and sequenced with a Beckman 168 CEQ 2000XL (Beckman Coulter™) automated sequencer with the CEQ PN BTCS-169 32 Quick Start Kit (Beckman Coulter™). We aligned sequences automatically using 170 Sequencher 4.2 (GeneCodes Corp.) and checked variable sites visually. 171 172 Sequence analysis 173 174 The sequences for the three mitochondrial markers were concatenated to produce 175 a single fragment of 1,878 bp for each individual. We used the program Arlequin 3.5 176 (Schneider et al. 2000) to calculate indices of genetic diversity of haplotype (h) and 177 nucleotide (π) diversity, and to obtain pairwise FST values among localities (Wright 178 1951) and the number of migrants per generation (Nm). We also calculated exact tests 179 of population differentiation (Raymond and Russet 1995) using Markov chains of 180 10,000 steps in Arlequin 3.5, and examined the hierarchical partitioning of molecular 181 variance across space by means of a molecular analysis of variance (AMOVA). The 182 AMOVA used haplotype frequencies and the number of mutations between haplotypes 183 to test for significance of the components of variance associated with genetic structure 184 at two scales: between populations within groups and among populations. Localities 185 were grouped into SMO (Durango) and TVB (La Cima and Milpa Alta) groups, and as a 186 single group of three populations. Significance levels were estimated by 1000 random 187 permutations of mtDNA sequences in Arlequin 3.5 (Excoffier et al. 1992). 188 Traditional dichotomous trees may not adequately represent intraspecific 189 phylogenies of closely related haplotypes, as both ancestral and derived haplotypes can 190 be present in a single sample (Posada and Crandall 2001). To maximize the power of 191 inference concerning the relationship between haplotypes and their different frequencies 192 per locality, a haplotype network was built using the median-joining algorithm in the 193 program NETWORK v. 4.5.1.0 (Forster et al. 2007). 194 33 195 196 Results 197 198 Sequencing of 40 individuals of X. baileyi revealed a single haplotype for the control 199 region, four haplotypes for COI, and four haplotypes for ATPase 6 and 8. Concatenation 200 of the two coding regions produced a total of 10 mitochondrial haplotypes, all of them 201 caused by transitions at 11 variable sites (Table 1). All haplotypes were closely related 202 and diverged by no more than three substitutions between them (Fig 2). No strong 203 phylogeographic structure was found between SMO and TVB populations, and out of 204 three haplotypes found in Durango, one was shared with the Milpa Alta population. La 205 Cima showed the largest number of haplotypes, and of the six found there, three were 206 unique (AC, AD and DB) and the rest were shared with Milpa Alta (AA, CA and DA). 207 Of the five haplotypes found in Milpa Alta, haplotype DD was unique to that population 208 and the other four were shared, three of them with La Cima and one with Durango (Fig. 209 1 and Table 1). 210 The absence of marked phylogeographic structure apparent in the haplotype 211 network was corroborated by the analysis of molecular variance (AMOVA), which 212 revealed that most of the variance is explained by differences among populations (st) 213 relative to differences between groups (ct) or among populations within groups (sc) in 214 alternative AMOVA designs (Table 2). 215 Despite the lack of deep phylogeographic structure and the shallow genetic 216 distances observed, the presence of several population-specific haplotypes and the 217 marked differences in the frequency of shared haplotypes revealed significant genetic 218 differences between all three populations according to exact tests of differentiation. The 219 34 largest difference was found between Durango and La Cima (P<0.00001), followed by 220 Durango and Milpa Alta (P=0.00085±0.0006), and the two TVB localities 221 (P=0.0018±0.0012). This was congruent with high and significant FST values among 222 populations. The most differentiated were Durango/Milpa Alta (FST= 0.430; P=0.00085) 223 followed by Durango/La Cima (FST= 0.248;
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