A phylogenetic analysis of the evolution of moult strategies in Western Palearctic warblers (Aves: Sylviidae)

Adult birds replace their flight feathers (moult) at least once per year, either in summer after termination of breeding or (in the case of some long-distance migratory species) in the winter quarters. We reconstructed the evolutionary pathways leading to summer and winter moult using recently published molecular phylogenetic information on the relationships of the Western Palearctic warblers (Aves: Sylviidae). Our phylogenetic analysis indicates that summer moult is the ancestral pattern and that winter moult has evolved 7–10 times in this clade. As taxa increased their migratory distance and colonized northern breeding areas, summer moult disappeared and winter moult evolved. Our data also allows us to trace the historical origins of unusual moult patterns such as the split-moult and biannual moult strategies: the most parsimonous explanations for their origins is that they evolved from ancestral states of summer moult. We briefly discuss our results in the light of recent criticisms against phylogenetic comparative methods and the utility of historical versus functional definitions of adapation.     

The evolution of migration in a seasonal environment

Despite the fact that migration occurs in a wide variety of taxa worldwide, little is known about the conditions under which migration is expected to evolve from an ancestral resident population. We develop a model that focuses on ecological factors affecting the evolution of migration in a seasonal environment within a genetically explicit framework. We model the evolution of migration for two common types of migration: ‘shared breeding’ where migrants share a breeding ground with residents and migrate to a separate non-breeding area, versus ‘shared non-breeding’, where migrants share a non-breeding ground with residents and migrate to a separate breeding area. Ecologically, migration is more easily established in the shared-breeding case versus the shared-non-breeding case. Genetically, the additive effect of a migratory allele affects its establishment more in the shared-non-breeding case versus the shared-breeding case, whereas the dominance effect of the allele affects its establishment more in the shared-breeding case versus the shared-non-breeding case. Generally, migratory alleles can invade even when residents are competitively superior to migrants during the shared season. Partial migration occurs when the population is polymorphic for migratory and non-migratory alleles, and is dependent upon which season is shared and the additive and dominance behaviour of the migratory allele.     

Moult Strategies Affect Age Differences in Autumn Migration Timing in East Mediterranean Migratory Passerines

Adult passerines renew their flight feathers at least once every year. This complete moult occurs either in the breeding areas, just after breeding (summer moult), or, in some long-distance migratory species, at the non-breeding areas, after arrival to the southern wintering area at the end of autumn migration (winter moult). The aim of this study was to relate moult strategies with the DMD, the difference in median migration date, through Israel, between juveniles and adults. Our data on autumn migration timing in juveniles and adults was based on ringing data of 49,125 individuals belonging to 23 passerine species that breed in Europe and Western Asia and migrate through Israel. We found that DMD was associated with moult timing. In all species that perform a winter moult, adults preceded juveniles during autumn. Among migrants who perform a summer moult, we found evidence of both migration timing patterns: juveniles preceding adults or adults preceding juveniles. In addition, in summer moulters, we found a significant, positive correlation between mean breeding latitude and DMD. Although previous studies described that moult duration and extent can be affected by migration, we suggest that moult strategies affect both migration timing and migration strategy. These two moult strategies (summer or winter moult) also represent two unique migration strategies. Our findings highlight the evolutionary interplay between moult and migration strategies.     

The effects of long‐distance migration on the evolution of moult strategies in Western‐Palearctic passerines

Although feathers are the unifying characteristic of all birds, our understanding of the causes, mechanisms, patterns and consequences of the feather moult process lags behind that of other major avian life‐history phenomena such as reproduction and long‐distance migration. Migration, which evolved in many species of the temperate and arctic zones, requires high energy expenditure to endure long‐distance journeys. About a third of Western‐Palearctic passerines perform long‐distance migrations of thousands of kilometres each year using various morphological, physiological, biomechanical, behavioural and life‐history adaptations. The need to include the largely non‐overlapping breeding, long‐distance migration and feather moult processes within the annual cycle imposes a substantial constraint on the time over which the moult process can take place. Here, we review four feather‐moult‐related adaptations which, likely due to time constraints, evolved among long‐distance Western‐Palearctic migrants: (i) increased moult speed; (ii) increased overlap between moult and breeding or migration; (iii) decreased extent of plumage moult; and (iv) moult of part or all of the plumage during the over‐wintering period in the tropics rather than in the breeding areas. We suggest that long‐distance migration shaped the evolution of moult strategies and increased the diversity of these strategies among migratory passerines. In contrast to this variation, all resident passerines in the Western Palearctic moult immediately after breeding by renewing the entire plumage of adults and in some species also juveniles, while in other species juvenile moult is partial. We identify important gaps in our current understanding of the moult process that should be addressed in the future. Notably, previous studies suggested that the ancestral moult strategy is a post‐breeding summer moult in the Western Palearctic breeding areas and that moult during the winter evolved due to the scheduling of long‐distance migration immediately after breeding. We offer an alternative hypothesis based on the notion of southern ancestry, proposing that the ancestral moult strategy was a complete moult during the ‘northern winter’ in the Afro‐tropical region in these species, for both adults and juveniles. An important aspect of the observed variation in moult strategies relates to their control mechanisms and we suggest that there is insufficient knowledge regarding the physiological mechanisms that are involved, and whether they are genetically fixed or shaped by environmental factors. Finally, research effort is needed on how global climate changes may influence avian annual routines by altering the scheduling of major processes such as long‐distance migration and feather moult.     

Consistent annual schedules in a migratory shorebird

Many migratory birds start prebreeding moult and premigratory fuelling some months before the breeding season and face severe time constraints, while travelling up to 15,000 km between non-breeding and breeding grounds. Shorebirds typically leave Southern Hemisphere non-breeding areas over a 3-4 week period, but whether they benefit from interannually consistent timing of departure is unknown. Here, I show that individual bar-tailed godwits (Limosa limosa baueri) from New Zealand are highly consistent in their migratory scheduling. Most birds left within the same week each year (between-year repeatability, r, of 0.83) and adult males, which moult into a bright breeding plumage, were also highly repeatable in the extent of their prebreeding moult (r=0.86). This is consistent with the hypothesis that birds have individually optimized migration schedules. Within adult males, but not females, smaller birds tended to migrate earlier than large birds. Whether this reflects differences in size-related migration speed, optimal breeding time at different sites or size-related natural or sexual selection pressures, remains unknown.     

Transition between moult and migration in a long-distance migratory passerine: organ flexibility in the African wintering area

Phenotypic flexibility of organs in migratory birds has been documented for a variety of species of different genera during the migratory period. However, very little is known about phenotypic mass changes of organs with respect to other events within the annual cycle. This seems particularly interesting when birds face different physiological challenges in quick succession. We investigated mass changes of 13 organs from garden warblers (Sylvia borin) during the transition from moult to migration. These long-distance migratory birds perform a complete moult within their wintering area just shortly before the onset of spring migration. Birds were sampled in three successive stages according to their moult status: group I consisted of birds with growing primary or secondary wing feathers, group II consisted of birds with completed wing moult but with still moulting body feathers, and group III consisted of birds that had completed wing moult and body moult. Size-corrected flight muscle, kidney mass, and pancreas mass differed significantly among the three groups. Flight muscle was heaviest in birds that were about to leave their wintering area (group III) compared with birds still in body moult (group II). Kidney and pancreas showed a pattern similar to each other, with the heaviest mass occurring in birds with moulting wing feathers (group I) and significantly reduced mass in birds that had completed wing moult (group II) or both wing and body moult (group III). Mass reductions of kidney and pancreas during the transition from moult to migration are considered to be related to the demands of moult, while increased flight muscle may be due to moult, migration, or both. Phenotypic mass changes of organs in birds occur during their migration, but they also occur during the transition between other phases of the annual cycle such as moult and migration and are not restricted to the flight muscle.     

Non-migratory stonechats show seasonal changes in the hormonal regulation of non-seasonal territorial aggression

In many birds and mammals, male territorial aggression is modulated by elevated circulating concentrations of the steroid hormone testosterone (T) during the breeding season. However, many species are territorial also during the non-breeding season, when plasma T levels are basal. The endocrine control of non-breeding territorial aggression differs considerably between species, and previous studies on wintering birds suggest differences between migratory and resident species. We investigated the endocrine modulation of territorial aggression during the breeding and non-breeding season in a resident population of European stonechats (Saxicola torquata rubicola). We recorded the aggressive response to a simulated territorial intrusion in spring and winter. Then, we compared the territorial aggression between seasons and in an experiment in which we blocked the androgenic and estrogenic action of T. We found no difference in the aggressive response between the breeding and the non-breeding season. However, similarly to what is found in migratory stonechats, the hormonal treatment decreased aggressive behaviors in resident males in the breeding season, whereas no effects were recorded in the non-breeding season. When we compared the aggressive responses of untreated birds with those obtained from migratory populations in a previous study, we found that territorial aggression of resident males was lower than that of migratory males during the breeding season. Our results show that in a resident population of stonechats T and/or its metabolites control territorial aggression in the breeding but not in the non-breeding season. In addition, our study supports the hypothesis that migratory status does modulate the intensity of aggressive behavior.     

Factors influencing the evolution of moult in the non‐breeding season: insights from the family Motacillidae

The number of moults per annual cycle and their final spatial pattern (i.e. topography) show high interspecific variation in the order Passeriformes. Factors behind this variability remain obscure, especially for variability in spatial pattern among species. Here, we explored the relative influence of ten ecological, ontogenetic, social and sexual factors on the evolution of autumn moult (feather replacement largely undertaken by migratory species, which is not necessarily an independent episode within their moult cycle) and prealternate moult among Northern Hemisphere species of the family Motacillidae using phylogenetically controlled analyses, ancestral state reconstruction and analyses of correlated evolution. The results strongly support the presence of prealternate moult and absence of autumn moult as ancestral states in this family. A high rate of change between related species indicates phylogenetic independence among prealternate moult patterns and examined factors. Migration distance and gregariousness are the most important factors influencing prealternate moult evolution, and point toward natural selection and sociality as the most important evolutionary drivers of prealternate moult in Motacillidae. Breeding latitude, seasonal plumage change, winter plumage conspicuousness, sexual dichromatism, plumage maturation and extent of preformative moult show a minor influence, and suggest that ontogeny and sexual selection may have played a limited role in shaping prealternate moult in Motacillidae.     

On the evolution of brain size in relation to migratory behaviour in birds

Migratory birds appear to have relatively smaller brain size compared to sedentary species. It has been hypothesized that initial differences in brain size underlying behavioural flexibility drove the evolution of migratory behaviour; birds with relatively large brains evolved sedentary habits and those with relatively small brains evolved migratory behaviour (migratory precursor hypothesis). Alternative hypotheses suggest that changes in brain size might follow different behavioural strategies and that sedentary species might have evolved larger brains because of differences in selection pressures on brain size in migratory and nonmigratory species. Here we present the first evidence arguing against the migratory precursor hypothesis. We compared relative brain volume of three subspecies of the white-crowned sparrow: sedentary Zonotrichia leucophrys nuttalli and migratory Z. l. gambelii and Z. l. oriantha. Within the five subspecies of the white-crowned sparrow, only Z. l. nuttalli is strictly sedentary. The sedentary behaviour of Z. l. nuttalli is probably a derived trait, because Z. l. nuttalli appears to be the most recent subspecies and because all species ancestral to Zonotrichia as well as all older subspecies of Z. leucophrys are migratory. Compared to migratory Z. l. gambelii and Z. l. oriantha, we found that sedentary Z. l. nuttalli had a significantly larger relative brain volume, suggesting that the larger brain of Z. l. nuttalli evolved after a switch to sedentary behaviour. Thus, in this group, brain size does not appear to be a precursor to the evolution of migratory or sedentary behaviour but rather an evolutionary consequence of a change in migratory strategy.     

Mysticete migration revisited: are Mediterranean fin whales an anomaly?

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Basal metabolic rate and energetic cost of thermoregulation among migratory and resident blue tits

Metabolic rates may be informative of adaptations to migration or wintering at high latitudes and may therefore be particularly interesting in partial migrants requiring adaptations to both migration and residency. To study the extent of physiological adaptations in migratory and resident blue tits Cyanistes caeruleus during the period of autumn migration in southern Sweden, we measured basal metabolic rate (BMR) and cost of thermoregulation at 0°C (CTR0). In contrast to other migrants en route, migratory blue tits had lower BMR than residents. As migratory blue tits travel extraordinarily slowly on autumn migration and residents suffer from harsher climate and severe competition, residents may need dynamic adjustments that involve larger metabolic costs than migrants. Resident males had lower CTR0 than migrants and resident females. Resident males are socially dominant, which suggests that they have priority of access to food sources during summer and early autumn. They also spend more time on moult, which would give them the time and energy needed for molting into a plumage of higher insulation quality than is possible for migrants and resident females.     

Does the migration programme constrain dispersal and range sizes of migratory birds?

Aim  It is generally believed that the migration programme constrains the dispersal and hence range sizes of migratory bird species. This conclusion is based on analyses of breeding ranges of migratory versus non-migratory (resident) terrestrial bird species, and rests on the assumption that there are no ecological or evolutionary constraints on extending the non-breeding range. To investigate this assumption, the abilities of migrant and resident terrestrial species to colonize new wintering areas were compared.
Location  Three major wintering regions of long-distance migrants: South America, sub-Saharan Africa and the Indian Subcontinent.
Methods  It was determined whether the relative numbers of residents and short- and long-distance migrants were the same in those species that have dispersed to a novel wintering region as in the source species pools.
Results  At the species level, long-distance migratory species are more likely to have non-breeding ranges that include more than one of the above regions than resident species. This indicates that the dispersal of migratory species is less constrained than that of resident species. The pattern holds irrespective of the inclusion or exclusion of species associated with coastal, freshwater and wetland habitats, and also holds for ecological groups such as aerial feeders. The pattern is most pronounced between the regions separated by the strongest dispersal barriers (South America and sub-Saharan Africa).
Main conclusions  It is unlikely that the migration programme per se constrains dispersal, but rather that difficulties in establishing new non-breeding areas prevent range expansions in migrant species.     

Programmed and flexible: long‐term Zugunruhe data highlight the many axes of variation in avian migratory behaviour

Studies of Zugunruhe – the ‘migratory restlessness’ behaviour of captive birds – have been integral to our understanding of animal migration, revealing an inherited propensity to migrate and an endogenous timing and navigation system. However, differences between Zugunruhe in captivity and migration in the wild call for more data, in particular on variation within and among taxa with diverse migration strategies. Here, we characterise Zugunruhe in a long‐term dataset of activity profiles from stonechats (genus Saxicola) with diverse migratory phenotypes (976 migration periods from 414 birds), using a flexible and consistent quantitative approach based on changepoint analysis. For east African, Austrian, Irish, and Siberian stonechats and hybrids, we report key inter‐population differences in the occurrence, timing, and intensity of Zugunruhe. In line with expectations, we found the highest Zugunruhe intensity in the longest‐distance migrants, more variable patterns in short‐distance migrants, and intermediate characteristics of hybrids relative to their parental groups. Inter‐population differences imply high evolutionary lability of Zugunruhe timing within a robustly structured annual cycle. However, counter to theory, Irish partial migrants showed no segregation between migrant and resident individuals, and previously reported nocturnal restlessness was confirmed for resident African stonechats. Further features of nocturnal restlessness that did not align with migratory behaviour of stonechats were juvenile nocturnal restlessness even prior to postjuvenile moult, and protandry in spring, although stonechats winter in heterosexual pairs. Importantly, Zugunruhe of all populations declined with age, and the intensity of an individual bird's Zugunruhe was correlated with activity levels during other parts of the annual cycle. Our results confirm endogenous, population‐specific migration programmes but also reveal apparent discrepancies between Zugunruhe and migration in the wild. We thus highlight both the continued potential of Zugunruhe study and the need for circumspect interpretation when using migratory restlessness to make inferences about migration in the wild.     

Diversity of migration strategies among great frigatebirds populations

Migratory behavior varies extensively between bird taxa, from long distance migration to purely sedentary behavior. Variability in migratory behavior also occurs within taxa, where individuals within some species, or even populations, show mixed strategies. The same variability occurs in seabird species. We examined the migratory behavior of distinct populations of great frigatebirds Fregata minor in three distant oceanographic basins. Great frigatebird populations showed extensive variation in post‐breeding migratory behavior. Birds from Europa Island (Mozambique Channel) made long‐distance migration to numerous distinct roosting sites in the Indian Ocean, New Caledonia birds made shorter distance migrations to roosting sites in the southwestern Pacific Ocean, and Galapagos birds were resident within the archipelago year round. Juvenile birds from Europa Is. and New Caledonia dispersed widely whereas Galapagos juveniles were resident year round. The migratory behavior of Europa Is. and New Caledonia resulted in complete separation of foraging grounds between breeding adults, non‐breeding adults, and juveniles, whereas in the Galapagos the overlap was complete. We suggest that population variability in migratory behavior may have arisen because of different environmental conditions at sea, and also depends on the availability of suitable roosting sites on oceanic islands. The results also highlight the capacity of frigatebirds to remain airborne most of the time even outside the breeding season when they have to molt.     

Animal migration: is there a common migratory syndrome?

Ornithologists, and especially northern hemisphere ornithologists, have traditionally thought of migration as an annual return movement of populations between regular breeding and non-breeding grounds. Problems arise because selection does not ordinarily act on populations and because organisms of many taxa (including birds) are clearly migrants, but fail to undertake movements of the kind described. There are also extensive return movements that are not migratory. I propose that it is more useful to think of migration as a syndrome of behavioral and other traits that function together within individuals, and that such a syndrome provides a common ground across taxa from aphids to albatrosses. Large-scale return movements of populations are one outcome of the syndrome. Similar behavioral and physiological traits serve both to define migration and to provide a test for it. I use two insect (Hemipteran) examples to illustrate migratory syndromes and to demonstrate that, in many migrants, behavior and physiology correlate with life history and morphological traits to form syndromes at two levels. I then compare the two Hemipterans with migration in birds, butterflies, and fish to assess the question of whether there are migratory syndromes in common between these diverse migrants. Syndromes are more similar at the level of behavior than when morphology and life history traits are included. Recognizing syndromes leads to important evolutionary questions concerning migration strategies, trade-offs, the maintenance of genetic variance and the responses of migratory syndromes to both similar and different selective regimes.     

Travelling on a budget: predictions and ecological evidence for bottlenecks in the annual cycle of long-distance migrants

Long-distance migration, and the study of the migrants who undertake these journeys, has fascinated generations of biologists. However, many aspects of the annual cycles of these migrants remain a mystery as do many of the driving forces behind the evolution and maintenance of the migrations themselves. In this article we discuss nutritional, energetic, temporal and disease-risk bottlenecks in the annual cycle of long-distance migrants, taking a sandpiper, the red knot Calidris canutus, as a focal species. Red knots have six recognized subspecies each with different migratory routes, well-known patterns of connectivity and contrasting annual cycles. The diversity of red knot annual cycles allows us to discuss the existence and the effects of bottlenecks in a comparative framework. We examine the evidence for bottlenecks focusing on the quality of breeding plumage and the timing of moult as indicators in the six subspecies. In terms of breeding plumage coloration, quality and timing of prealternate body moult (from non-breeding into breeding plumage), the longest migrating knot subspecies, Calidris canutus rogersi and Calidris canutus rufa, show the greatest impact of bottlenecking. The same is true in terms of prebasic body moult (from breeding into non-breeding plumage) which in case of both C. c. rogersi and C. c. rufa overlaps with southward migration and may even commence in the breeding grounds. To close our discussion of bottlenecks in long-distance migrants, we make predictions about how migrants might be impacted via physiological 'trade-offs' throughout the annual cycle, using investment in immune function as an example. We also predict how bottlenecks may affect the distribution of mortality throughout the annual cycle. We hope that this framework will be applicable to other species and types of migrants, thus expanding the comparative database for the future evaluation of seasonal selection pressures and the evolution of annual cycles in long-distance migrants. Furthermore, we hope that this synthesis of recent advancements in the knowledge of red knot annual cycles will prove useful in the ongoing attempts to model annual cycles in migratory birds.     

The evolution of partial migration in Birds

Partial migration, i.e.when one fraction of the population is migratory and the other sedentary, appears to be a widespread phenomenon among many animal taxa, ranging from insects to higher vertebrates. Partial migration in birds was first documented for several Holarctic populations many decades ago. The evolution and maintenance of this particular migratory system have only recently been more thoroughly examined, but our knowledge and understanding of the problem is still incomplete. Currently, one of the main concerns is the fitness balancing of the two behavioural alternatives, i.e. whether migrants and residents within a population are equally fit or if one of the categories is inferior and making 'the best of a bad situation'. Closely tied to this question is the proximate regulation of the migratory and sedentary habits. It has been suggested that a social dominance system might be powerful enough to keep this migration system going; alternatively, a pooulation might be divided into two genetically distinct morphs with different preprogrammed Migratory behaviours.     

Cultural transmission and flexibility of partial migration patterns in a long‐lived bird,the great bustard Otis tarda

Factors responsible for individual variation in partial migration patterns are poorly known, and identifying possible causes of these changes is essential for understanding the flexibility in migratory behavior. Analyzing 190 life histories of great bustards Otis tarda radio‐tagged in central Spain, we investigated the changes in migratory tendency across lifetime in this long‐lived bird, and how migratory flexibility is related to individual condition. In females migratory behavior was not fixed individually. For every age class there was a fraction of ca 15–30% of females that changed their migratory pattern between consecutive years. Migrant females tended to remain sedentary in years when they had dependent young to attend. These findings show that the female migratory tendency is a behaviorally flexible, condition‐dependent trait. Immature females usually acquired their migratory behavior by learning from the mother in their first winter or by social transmission from other migratory females in their second winter. As for immature males, their summer migratory behavior was not related to mother–offspring transmission, but learned from adult males. We found that their age‐related increase in migratory tendency was associated to a greater integration in flocks of migrant adult males. These results show that within the partial migration system, cultural transmission mechanisms, either mediated by kin or not, and individual condition, may contribute to shape the migratory tendency. Our study reinforces the view that the migratory behavior is an evolutionary complex trait conditioned by the interaction of individual, social and environmental factors. Particularly in long‐lived species with extended parental care, the inherited migration program may be shaped by mother–offspring and social transmission of migratory patterns.     

Predicting conditions for migration: effects of density dependence and habitat quality

Migration is widespread among animals, but the factors that influence the decision to migrate are poorly understood. Within a single species, populations may be completely migratory, completely sedentary or partially migratory. We use a population model to derive conditions for migration and demonstrate how migratory survival, habitat quality and density dependence on both the breeding and non-breeding grounds influence conditions for migration and the proportion of migrants within a population. Density dependence during the season in which migratory and sedentary individuals use separate sites is necessary for partial migration. High levels of density dependence at the non-shared sites widen the range of survival values within which we predict partial migration, whereas increasing the strength of density dependence at the shared sites narrows the range of survival values within which we predict partial migration. Our results have important implications for predicting how contemporary populations with variable migration strategies may respond to changes in the quality or quantity of habitat.     

Moult in the Loggerhead Shrike Lanius ludovicianus is influenced by sex,latitude and migration

We investigated moult strategies in Loggerhead Shrikes by examining first prebasic or preformative moult patterns and by assessing the general location where individual feathers were grown using stable hydrogen isotope (δ²H) analysis. We tested the relative importance of factors known to impact moult timing and pattern, including age, sex, body size, food availability and migration. Migratory Shrikes showed evidence of suspended moult, in which feathers are moulted on both the breeding and the non‐breeding grounds with a suspension of moult during migration. Extent of moult was best explained by sex, longitude, migratory behaviour and breeding‐ground latitude. Male Hatch Year (HY) Shrikes replaced more feathers on the breeding grounds prior to migration than did HY females and moulted more extensively on the breeding grounds than did females. Non‐migratory HY Shrikes underwent a more extensive preformative moult than migratory HY Shrikes. Individuals in more southerly migratory populations moulted more extensively on the breeding grounds than did those breeding further north. Our data also indicate that individuals in the northeastern populations moulted more extensively on the breeding grounds than did those in the north and southwest. Our study underlines the complex structure and variation in moult possible within species, revealing surprising levels of differentiation between sexes and age cohorts, linked to environmental factors on the breeding grounds. Our study highlights the utility of an intrinsic marker, specifically δ²H analysis, to test hypotheses regarding the evolutionary and ecological forces driving moult. Although the methodology has not commonly been applied to this area of research, our results indicate that it can provide unprecedented insight into inter‐ and intra‐specific adaptive response to constraints, whereby individuals maximize fitness.