This proposal would essentially
overturn the revision of Zimmer (1951), as followed by Meyer de
Schauensee (1966) and most subsequent authors, and return to the
taxonomy of Peters (1945), as proposed by Schuchmann (1999), followed
by Hilty (2002).
A considerable number of forms in this genus were described as
separate species prior to the synthesis of Cory (1918), often
based upon very minor differences in male plumages; the problem
is exacerbated by the fact that the group as a whole is morphologically
quite uniform, as well as by the number of apparent hybrids and
aberrant forms described from one or two specimens and evident
confusion regarding type localities in a few cases. It thus seems
best to start with Cory (1918), who listed four species in the
group: spencei of Venezuela, clarisse of NE Colombia,
laticlavius of E Ecuador and amethysticollis of
E Peru and E Bolivia (ignoring several forms of dubious affinities
or status, and leaving aside strophianus of W Ecuador and
extreme SW Colombia, which seems to be clearly distinct; see below).
This was essentially followed by Chapman (1926), who did not mention
spencei. In 1945, Peters reduced this group to two species,
clarisse + spencei and laticlavius + amethysticollis,
without comment.
The first serious revision of the group was that of Zimmer (1951),
who described the race decolor from NE Peru, essentially
filling in the gap between E Ecuador and SE Peru, comparing it
in some detail with laticlavius and amethysticollis.
He then stated that "clarisse belongs in the amethysticollis
group" without further comment, and mentioned several characters
justifying separating spencei as a separate species including
color and "texture" of the male's gorget and throat
pattern of females. He also noted numerous characters of both
sexes justifying maintaining species status for strophianus.
The differences between the three southern races were in details
of the color of the males' gorgets, frontlets and pectoral bands
and the grayness vs. rufescence, as it were, of their lower underparts;
variation in most characters seems rather of a mosaic type rather
than showing a clear N-S trend (except possibly pectoral band),
which might have influenced him regarding the inclusion of clarisse,
which does not appear to differ strikingly in these respects,
its chief claim to difference seeming to be a more rosy gorget.
This arrangement was followed by Meyer de Schauensee (1966) without
comment, as well as by Meyer de Schauensee & Phelps (1969)
and Hilty & Brown (1986). In the meantime, Phelps & Phelps
(1953) had described violiceps as a race of clarisse,
from the Serranía de Perijá on the Colombian-Venezuelan
frontier but without mentioning spencei although its gorget
is more violaceous than that of clarisse, perhaps approaching
the latter (?).
The next useful information was published by Fjeldså &
Krabbe (1990), who described the gorget of spencei as "violet,
often with a distinct coppery sheen, not strongly glistening"
(the "different texture" of Zimmer?) and noted
similarities in the throat color of females to that of mavors,
males of which have an orange to orange-green gorget. They also
noted the "peculiar silvery-green" frontlet of spencei,
apparently unlike those of other members of the group including
clarisse and violiceps. They called the enlarged amathysticollis
of Zimmer a "megaspecies", noting that clarisse
had often been split in the past. Finally, Schuchmann (1999) returned
to the classification of Peters (1945), adducing as reasons "subtle
morphological differences" (unspecified) and "markedly
disjunct range" (certainly the case) as "supporting
treatment as separate species", noting also that "spencei
was sometimes considered a separate species, especially when the
races of (clarisse) were lumped into amethysticollis".
This treatment was followed by Hilty (2003).
There would seem to be no really clearcut resolution to this problem,
as much depends upon what one takes to be the "status quo"
(or starting point). Although it was evident that the group was
probably oversplit, the lumping of Peters was done without explicit
rationale. Zimmer was explicit on several points (such as excluding
spencei) but similarly gave no reasons for considering
clarisse a subspecies of amethysticollis. Finally,
Schuchmann gave no clear morphological reasons (the differences
between all these forms are more or less "subtle") for
returning to the arrangement of Peters, the only clear argument
being distribution: the obvious division into northern and southern
groups, separated by a gap. My reading of Fjeldså &
Krabbe leads me to question the lumping of at least spencei
with the others since they implicitly raise the possibility that
it might be closer to mavors based upon female plumage
and the "coppery sheen" of the male's gorget, which
also might be the motive for Zimmer's citing of differences in
color and texture of its gorget. This is a lot of "might
be's", but in the context of the generally vague descriptions
of most plumages, this could justify maintaining this form as
a species, pending future study. More problematic is what to do
with clarisse follow Zimmer in lumping it with amethysticollis,
or follow Schuchmann (in part) in separating it (based largely
on distribution, also a whiter pectoral bar and more rosy gorget
features that I am not wholly convinced are of specific
value given their variation among the S races and there
is N-S trend white to buffy in the pectoral bar, if
not in other characters). Hence, I consider that the weight of
evidence, such as it is, favors maintaining the Zimmer-Meyer de
Schauensee arrangement for the present and suggest (not very strongly)
a NO vote on this proposal, while emphasizing that a careful analysis
citing explicitly all characters is sadly lacking and that genetic
data also could be helpful (at least regarding a possible relationship
of spencei with mavors). I could easily be persuaded
to change my mind, particularly regarding clarisse, were
a careful study to appear.
Literature Cited:
Cory 1918, Catalogue of Birds of the Americas,
vol. II, part 1.
Chapman 1926, Distribution of Bird-Life in Ecuador, Bull. AMNH
vol. 55.
Peters 1945, Checklist of Birds of the World, vol. 5.
ZIMMER, J. 1951. Studies of Peruvian birds, No. 61. The genera
Aglaeactis, Lafresnaya, Pterophanes, Boissonneaua, Heliangelus,
Eriocnemis, Haplophaedia, Ocreatus, and Lesbia. American
Museum Novitates 1540: 1-55.
Phelps & Phelps Jr. 1953, Proc. Biol. Soc. Wash. 66:1-12.
Meyer de Schauensee 1966, Species of birds of South America
Phelps & Meyer de Schauensee 1969, Guide to the birds of Venezuela
Hilty & Brown 1986, Guide to the birds of Colombia
Fjeldsa & Krabbe 1990, Birds of the High Andes
Schuchmann 1999, HBW vol. 5.
Hilty 2003, Guide to the birds of Venezuela ("second edition")
===========================
Comments from Remsen: "NO, but like Gary, with little conviction. Neither classification provides convincing rationale, so I'll go with status quo until that latter is provided."
Comments from Robbins: "NO. Based on what is now available any decision would be arbitrary, thus I support the 'status quo'."
Comments from Pacheco: "NO. Diante da complexidade do presente caso, é preferível continuar com o tratamento proposto por Zimmer (1951); porquanto, este ainda seja a única revisão do grupo (parafraseando Stiles) seriamente apresentada."
Comments from Jaramillo: "NO More work needed on this front. My guess is that more than one species is involved, but the division would seem to be arbitrary at the moment."
Comments from Nores: "NO; pienso que las diferencias de plumajes son sólo subespecíficas y que el argumento indicado por Schuchmann en varias oportunidades 'markedly disjunct range o disjunct range' para separar especies es mas un fundamento para considerarlas subespecies que especies."
Comments from Zimmer: "NO. This seems like a case where more data is needed. Any decision on where to split at this point seems arbitrary."