THE FIRST BASIC PROBLEM: A REVIEW OF MOLT AND PLUMAGE HOMOLOGIES
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All birds have fundamentally similar patterns of plumage succession. Thus Humphrey and Parkes (1959) proposed a system of nomenclature (the H-P system), based on homologies, that has become standard for molt studies in North America. However, presumably analogous similarities in pattern between first basic and definitive basic plumages have obscured homologies. Many plumages conventionally known as "first basic" are better considered as novel first-cycle plumages that lack homologous counterparts in subsequent cycles. Consequently, current nomenclature does not consistently reflect between-species homologies. Howell and Corben (2000b) proposed that traditional juvenal plumage can be considered an unambiguous starting point for a terminology that better reflects presumed homologies in basic plumages; alternate and other nonbasic plumages may not necessarily be homologous between species. Four underlying strategies of increasing complexity incorporate all known patterns of plumage succession: the Simple Basic Strategy, the Complex Basic Strategy, the Simple Alternate Strategy, and the Complex Alternate Strategy. We review inconsistency in the H-P system; explain the four underlying strategies; and discuss how one can identify homologies (if any) between plumages in first and subsequent cycles and among taxa. Many species have novel plumages added into their first plumage cycle; we argue that existing terminology for these plumages is unsuitable and we term them formative plumages attained by preformative molts. Finally, we provide examples of how this modified H-P system can be applied to diverse taxa of birds while reflecting the homology underlying all basic plumage cycles. Our revision validates the flexibility and utility of the H-P system.Keywords:
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Summary Clark, A. 1974. Plumage changes in the male Maccoa Duck. Ostrich 45: 251–254. Maccoa Duck Oxyura mi ccoo counts made at various waters in the Transvaal and Orange Free State, South Africa, in which the numbers are separated according to plumage, are presented and discussed in the light of the work done by Siegfried (1968, 1970) on this species. Males invariably outnumber females and the indications are that Transvaal birds move out of the area during winter when most males are in non-breeding plumage. There is little difference in the pattern of plumage changes between Transvaal and Cape birds.
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Plumage aberrations are not uncommon in birds, but there is some confusion in the literature, especially in relation to albinos. Plumage aberrations in birds are better known in Europe and North America than in Australia, where, however, several reports have been published recently. In this paper, we review the various types and causes of plumage aberrations, focussing on those that arise from abnormal incorporation of pigments in growing feathers and thus result in aberrant coloration of the plumage.
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Abstract Birds exhibit remarkable variation in plumage patterns, both within individual feathers and among plumage patches. Differences in the size, shape, and location of pigments and structural colors comprise important visual signals involved in mate choice, social signaling, camouflage, and many other functions. While ornithologists have studied plumage patterns for centuries, recent technological advances in digital image acquisition and processing have transformed pattern quantification methods, enabling comprehensive, detailed datasets of pattern phenotypes that were heretofore inaccessible. In this review, we synthesize recent and classic studies of plumage patterns at different evolutionary and organismal scales and discuss the various roles that plumage patterns play in avian biology. We dissect the role of plumage patches as signals within and among species. We also consider the evolutionary history of plumage patterns, including phylogenetic comparative studies and evolutionary developmental research of the genetic architecture underlying plumage patterns. We also survey an expanding toolbox of new methods that characterize and quantify the size, shape, and distribution of plumage patches. Finally, we provide a worked example to illustrate a potential workflow with dorsal plumage patterns among subspecies of the Horned Lark (Eremophila alpestris) in western North America. Studies of plumage patterning and coloration have played a prominent role in ornithology thus far, and recent methodological and conceptual advances have opened new avenues of research on the ecological functions and evolutionary origins of plumage patterns in birds.
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