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SMITHSONIAN 
MISCELLANEOUS COLLECTIONS 


VOR. 159 





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“EVERY MAN IS A VALUABLE MEMBER OF SOCIETY WHO, BY HIS OBSERVATIONS, RESEARCHES, 


AND EXPERIMENTS, PROCURES KNOWLEDGE FOR MEN”’—JAMES SMITHSON 


(PusiicaTion 4468) 


CITY OF WASHINGTON 
PUBLISHED BY THE SMITHSONIAN INSTITUTION 
1961 


PORT CITY PRESS, INC. 
BALTIMORE, MD., U. S. A. 


ZA HSOWgs 
AUG 28 1961 


LIBRARY 






ADVERTISEMENT 


The Smithsonian Miscellaneous Collections series contains, since the 
suspension in 1916 of the Smithsonian Contributions to Knowledge, 
all the publications issued directly by the Institution except the An- 
nual Report and occasional publications of a special nature. As the 
name of the series implies, its scope is not limited, and the volumes 
thus far issued relate to nearly every branch of science. Papers in 
the fields of biology, geology, anthropology, and astrophysics have 
predominated. 

LEONARD CARMICHAEL, 
Secretary, Smithsonian Institution. 


(iii) 













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BY. 


CONTENTS 


PEABoby, FRANK E. The oldest known reptile, Eosauravus copei 
Williston. 13 pp., I pl., 3 figs. May 7, 1959. (Publ. 4377.) 

WETMORE, ALEXANDER. The birds of Isla Escudo de Veraguas, 
Panama. 27 pp., I pl., 3 figs. July 8, 1959. (Publ. 4378.) 

GREGOIRE, CHARLES. Further observations on distribution of pat- 
terns of coagulation of the hemolymph in Neotropical insects. 
23 pp. Aug. 18, 1959. (Publ. 4379.) 

Hanp ey, Cuartes O., Jr. A review of the genus Hoplomys 
(thick-spined rats), with description of a new form from Isla 
Escudo de Veraguas, Panama. I0 pp., 1 fig. July 3, 1959. 
(Publ. 4380.) 

Cooper, G. ArTHUR. Genera of Tertiary and Recent rhynchonel- 
loid brachiopods. 9o pp., 22 pls., 1 fig. Nov. 23, 1959. (Publ. 
4382.) 

BoarDMAN, RicHarp S. A revision of the Silurian bryozoan 
genus Trematopora. 14 pp., 2 pls., 1 fig. Oct. 29, 1959. (Publ. 
4383.) 

Gazin, C. Lewis. Early Tertiary Apheliscus and Phenacodaptes 
as pantolestid insectivores. 7 pp., 2 pls. Aug. 12, 1959. (Publ. 
4385.) 

Snoperass, R. E. The anatomical life of the mosquito. 87 pp., 
30 figs. Nov. 4, 1959. (Publ. 4388.) 

AssotT, C. G. A long-range forecast of United States precipita- 
tion. 78 pp., 12 figs., g charts. Mar. 23, 1960. (Publ. 4390.) 

WILLIAMS, JEROME; JOHNSON, E. R. FENIMorE; and Dyer, AL- 
BERT C. Water transparency observations along the east coast 
of North America. 181 pp., 2 pls., 13 figs. Oct. 26, 1960. 
(Publ. 4391.) 

WETMoRE, ALEXANDER. A classification for the birds of the 
world. 37 pp. June 23, 1960. (Publ. 4417.) 


(v) 


SMITHSONIAN 





SMITHSONIAN MISCELLANEOUS COLLECTIONS 
VOLUME 139, NUMBER 1 


Charles D. and Mary Waux Walcott 
Research Fund 


THE OLDEST KNOWN REPTILE, 
EFOSAURAVUS COPEI WILLISTON 


(WitH 1 Prate) 


By 


FRANK E. PEABODY 


Department of Zoology 
University of California 
Los Angeles, Calif. 


(PuBLicaTIon 4377) 


CITY OF WASHINGTON 
PUBLISHED BY THE SMITHSONIAN INSTITUTION 
MAY 7, 1959 





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SMITHSONIAN MISCELLANEOUS COLLECTIONS 
VOLUME 139, NUMBER 1 


Charles D. and Mary Waux Walcott 
Research Fund 


THE OLDEST KNOWN REPTILE, 
EOSAURAVUS COPE! WILLISTON 


(W1TH 1 PLATE) 


By 
FRANK E. PEABODY 


Department of Zoology 
University of California 
Los Angeles, Calif. 





(PusiicaTion 4377) 


CITY OF WASHINGTON 
PUBLISHED BY THE SMITHSONIAN INSTITUTION 
May 7, 1959 


SMITHSONIAN 
INSTITUTION MAY 7 


THE LORD BALTIMORE PRESS, INC. 
BALTIMORE, MD., U. S. A. 


FOREWORD 


Dr. Frank E. Peabody died on June 27, 1958, leaving several manu- 
scripts in various stages of completion. The one published here, based 
on a specimen in the collections of the United States National Mu- 
seum, was complete except for final touching up of some of the il- 
lustrations ; these illustrations have been finished by Miss Madeline M. 
Peabody with the help of Dr. Theodore H. Eaton, Jr. The manuscript 
has been edited by Dr. Eaton and myself. Dr. Peabody’s paper presents 
a welcome clarification of the relationships of an important, and here- 
tofore much misunderstood, early reptile. 

PETER P. VAUGHN 


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Charles D. and Mary Vaux Walcott Research Fund 


THE OLDEST KNOWN. REPTILE: 
BOSAURAVUS COPED WILLISTON 


By FRANK E. PEABODY 


Department of Zoology 
University of California 
Los Angeles, Calif. 


(WitH ONE PLATE) 


One of the most tantalizing examples of Carboniferous tetrapods 
is the posterior part of a small skeleton from Linton, Ohio, described 
by Cope in 1897 as the earliest known reptile. Some 60 years later, and 
after many taxonomic vicissitudes, the specimen seems in danger of 
slipping into obscurity among the microsaur Amphibia. Meanwhile 
no more reptiles have been found at Linton or in earlier horizons.* 
Various students have described Cope’s specimen, but most have 
tended to discount its importance because the anterior part of the 
skeleton, including the skull, is missing, and have tended to accept the 
early descriptions with little question. Present high interest in the 
origin of reptiles during the Carboniferous prompted a restudy of 
Cope’s historic specimen. It was found that strong lighting from a 
very low angle, and directed from various positions, revealed much 
new detail that can be demonstrated by photographic enlargements. 
The result is a new interpretation, particularly of the vertebrae and 
tarsus, which reaffirms the reptilian affinities of the specimen and 
furthermore strongly suggests a captorhinomorph relationship. 

I am indebted to Dr. Peter P. Vaughn of the United States National 
Museum for permission to borrow Cope’s specimen, and to Miss 
Madeline M. Peabody, my sister, for assistance with the illustrations. 


1[Cephalerpeton ventriarmatum, apparently a captorhinomorph reptile (see 
Gregory, 1950), is known from the nodule beds at Mazon Creek, IIl., which 
represent a somewhat earlier horizon (but still within the Allegheny series). 
—Ep.] 


SMITHSONIAN MISCELLANEOUS COLLECTIONS, VOL. 139, NO. 1 


2 SMITHSONIAN MISCELLANEOUS COLLECTIONS VOL. 139 


SYSTEMATIC DESCRIPTION 
EOSAURAVUS COPEI Williston 


PLATE I; TEXT FIGURES I-3 


Isodectes punctulatus Corr, Proc. Amer. Philos. Soc., vol. 36, pp. 88-90, pl. 3, 
fig. 3, 1897; WuiLutston, Journ. Geol., vol. 16, pp. 395-400, text fig. 1, pl. 1, 
1908; Moonie, Proc. U. S. Nat. Mus., vol. 37, pp. 11-16, pls. 4-5, 1909. 

Eosauravus cofei WILuisTon, Bull. Geol. Soc. Amer., vol. 21, p. 272, 1910; CASE, 
Carnegie Inst. Washington Publ. 145, pp. 31-32, text fig. 8, IQII. 

Tuditanus punctulatus Romer, Bull. Amer. Mus. Nat. Hist., vol. 59, pp. 134-135, 
1930; Bull. Mus. Comp. Zool., Harvard Coll., vol. 99, p. 300, 1947; Amer. 
Journ. Sci., vol. 248, p. 641, 1950; HuENE, Palaontologie und Phylogenie der 
niederen Tetrapoden, p. 163, 1956. 

?Tuditanus Romer, Osteology of the reptiles, p. 483, 1956. 


Type—uvU.S.N.M. No. 4457; posterior $ of a reptilian skeleton pre- 
served belly-down on a slab of coal from Linton, Ohio. 

Horizon.—Allegheny group, Middle Pennsylvanian (Westphalian). 

Diagnosis.—Small reptile with a minimum of 28 presacral vertebrae 
of generally captorhinid structure, with broad, swollen neural arches, 
low neural spines, zygapophyseal facets in horizontal plane, and small 
intercentra; free ribs on all vertebrae except distal caudals; distal 
caudal vertebrae with low neural arches and probably without haemal 
spines, centra occasionally fused forming relatively stiffened axis; 
one principal and one accessory sacral rib; hind limb with prominent 
internal trochanter, with relatively short epipodial (=zeugopodial) 
segment having relatively massive fibula; primitive, well-ossified 
tarsus of basic captorhinid or pelycosaurian plan with separate median 
and lateral centrale and with a 6th distal tarsal (=postminimus) ; 
phalangeal formula 2-3-4-5-4, terminal phalanges blunt-ended. No 
gastralia present; possibly with body scales, having striae radiating 
from anterior margin of scale. No obvious aquatic adaptations of 
well-ossified skeleton. Anterior skeleton unknown. 

Taxonomic notes.—The taxonomic history of Cope’s specimen is so 
devious and confusing that a short explanation is necessary to sup- 
plement the synonymy listed above. Cope (1897) described the 
posterior skeleton and believed it to be conspecific with another small 
vertebrate represented by a skull and anterior two-thirds of a skeleton. 
The latter had been described by Cope (1874, p. 271) as Tuditanus 
punctulatus, but in his 1897 paper, it was referred along with the 
posterior skeleton to the genus Jsodectes. Williston (1908) and 
Moodie (1909) offered new descriptions of the posterior skeleton, 
treating it as distinct from the anterior skeleton, but tending to over- 
look the fact that the anterior skeleton is the type of Jsodectes 


NO. I THE OLDEST KNOWN REPTILE—PEABODY 3 


punctulatus. (Moodie’s plate description (p. 28) in fact refers to the 
posterior skeleton as “the type specimen of Isodectes punctulatus,” 
which, of course, it is not.) Later, Williston (1910) and then Case 
(1911) established the posterior skeleton as a new genus and species, 
Eosauravus cope: Williston. Unfortunately, the European genus 
Sauravus to which Williston related the posterior skeleton is clearly 
an amphibian with nectridian vertebrae, so the name Eosauravus is 
inappropriate morphologically but remains valid taxonomically. 
Romer (1930) restudied the Linton fauna and, in a commendable 
attempt to reduce the large number of artificial species, referred Cope’s 
posterior skeleton again to the anterior skeleton now designated as 
Tuditanus punctulatus. The synonymy of Tuditanus with Isodectes 
had proved to be wrong since the latter genus now appears to be a 
captorhinomorph (Gregory et al., 1956, p. 2), and the former genus is 
a microsaur. Romer’s decision apparently rested mainly on the im- 
probability that there might be more than one reptile at Linton, and 
that there was the distinct possibility that the smaller, less ossified 
anterior skeleton merely represents a more immature individual than 
the posterior skeleton. The two specimens were regarded by Romer 
as reptilian with no recognizable ordinal characters. Later, Romer 
(1947, p. 300) suggested that the two specimens together represent 
either a seymouriamorph or cotylosaur on the basis of a stemmed in- 
terclavicle, seemingly broad-arched vertebrae, and a pes with a pha- 
langeal formula 2-3-4-5-4. Still later, Romer (1950, p. 641) dis- 
counted the importance of the stemmed interclavicle and phalangeal 
formula, and, while noting a presumed high presacral count of verte- 
brae, long, slender body proportions, apparent lack of caudal chevrons, 
and long postorbital region of the skull, concluded that Tuditanus 
punctulatus (based on anterior and posterior skeletons) “is not im- 
probably a microsaur.” This conclusion, undoubtedly influenced by 
increased understanding of microsaurs, was followed by both Piveteau 
(1955) and Huene (1956) in their valuable compendia of vertebrate 
paleontology. Meanwhile, Romer (1956, p. 483) apparently turned 
once more toward Williston’s opinion of the posterior skeleton as 
shown by the lone entry “[ Reptilia] Incertae sedis. ?Seymouriamor- 
pha. ?Tuditanus Cope 1874 (Eosauravus Williston 1910).” Thus at 
present, the posterior skeleton designated as Eosauravus copei by 
Williston, is in an obscure position both taxonomically and phyloge- 
netically. The anterior skeleton is best considered a probable micro- 
saur amphibian under the designation Tuditanus punctulatus. In any | 
case it is difficult to demonstrate distinctive reptilian characteristics in 


4 SMITHSONIAN MISCELLANEOUS COLLECTIONS VOL. 139 


T. punctulatus, and especially difficult to demonstrate any real affini- 
ties with Eosauravus copet. 

Description —The specimen consists of the posterior two-thirds of 
a postcranial skeleton preserved belly-down on a coal stratum. Neither 
the opposing slab, probably containing a dozen thoracic vertebrae and 
caudal neural arches, nor adjoining blocks of matrix containing the 
tip of the tail, some terminal phalanges of the left pes, and the anterior 
end of the skeleton, were collected. The remaining parts of the skele- 
ton have undergone very little deterioration since Cope’s time, judging 
from the excellent photograph presented by Williston (1908) and 
republished (with inaccurate retouchings) by Moodie (1909). 

The presacral, sacral, and anterior caudal vertebrae lie on their right 
sides (as observed by Cope, 1897) in such a manner as to cover the 
proximal tips of the right ribs while the proximal ends of the left pre- 
sacral ribs are pressed against the upper (left) surfaces of their cor- 
responding centra. The outline of successive neural spines is clearly 
visible on the right side between successive ribs. The caudal vertebrae 
posterior to the rib-bearing caudals are preserved with ventral side 
down and have lost their neural arches, thus exposing the neural canal 
as a longitudinal groove in the dorsal surface of the centra. Un- 
fortunately, Moodie (1909, pl. 5) illustrated the entire column as 
though it were oriented with the dorsal side uppermost (figure repro- 
duced by Case, 1911, fig. 8). The result is an erroneous picture of the 
vertebrae from anterior caudals forward. Cope’s illustration (1897, 
pl. 3) shows the correct orientation, but is only slightly suggestive of 
the true form of the vertebrae. 

The true form of the presacral and anterior caudal vertebrae may 
be reconstructed with reasonable accuracy from a composite of details 
exhibited along the column. Specifically the impression of the anterior 
presacrals clearly shows the contour of the centrum; the first 5 pre- 
sacrals and anterior caudals preserve details of swollen neural arches 
as well as of the centra and intercentra. The position of intervertebral 
foramina is clearly indicated by a series of circular pits. Figure I is 
presented as a reconstruction based on composite detail. 

There seems to be little doubt that the neural arch is low and broad 
as mentioned by Romer (1947, p. 300), has a low spine, and has a 
perceptible swelling above the posterior zygapophysis ; also that small 
intercentra are present. The latter are indicated between the first 
several presacral centra, between the 1st and 2d caudal centra, and 
by a haemal wedge between the 3d and 4th caudal centra. In the pre- 
sacral series the left ribs appear to have been crushed precisely against 


THE OLDEST KNOWN REPTILE—PEABODY 


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6 SMITHSONIAN MISCELLANEOUS COLLECTIONS VOL. 139 


the intervertebral area; thus the supposed intercentra here may be 
parts of the ribs. However, there appears to be a distinct intercentral 
space coincidental with the position of the ribs, and, in any case, the 
evidence for intercentra in the anterior caudals is clear and unobscured 
by ribs. 

Evidence of 24 presacral ribs on the left side is fairly clear, although 
the first presacral is difficult to see, and only the distal tip of the 24th 
presacral is preserved on the edge of the slab. The general pattern 
and number of the presacral ribs and the far anterior position of the 
left manus have led to the opinion (Romer, 1950, p. 641) that the 
presacral count is significantly higher than the 25-27 vertebrae usually 
found in the most primitive reptiles. However, the 5 most anterior 
ribs are clearly more massive than following ribs, and the distal ends 
are slightly spatulate—all indicative of an extreme anterior thoracic 
position related to serrati muscles of the pectoral girdle. Also, the 
successive positions of the distal ends of the 5 anterior ribs suggest 
a progressive shortening in a forward direction as might be expected 
in a smooth transition to the cervical region. Accordingly, a recon- 
struction will show that the total number of presacrals may have been 
as few as 28. The forward position of the left manus as an indicator 
of a far anterior position of the pectoral girdle is probably misleading. 
The girdle probably shifted forward or to the right side away from its 
life position lateral to the 5 anterior ribs. 

Rib heads are obscured in the presacral series generally, but the 3d 
to 8th left presacral ribs appear to have a proximal expansion com- 
mensurate with the elongate diapophysis of the neural arch. Certainly 
these ribs are not single-headed as in lizards, but bear a general re- 
semblance to captorhinid ribs. 

The pelvic girdle and sacral vertebrae are distorted beyond certain 
recognition of salient features, although the spacing of vertebral seg- 
ments and disposition of lumbar and caudal ribs suggest the presence 
of two sacral vertebrae. A short, thick element lying across the ad- 
ductor fossa of the right femur may be a right second sacral rib; an 
obscure spatulate structure immediately anterior to the anteriormost 
left caudal rib may be the first or principal sacral rib. Except for a 
general outline of the acetabular regions of the girdle, little can be 
demonstrated here except that the mass lying between the heads 
of the femora probably constitutes a pelvic girdle and sacrum of 
primitive reptilian plan. According to my interpretation, Moodie 
(1909, pl. 5) included the internal trochanter of the left femur in his 
outline of the left acetabular region, thus giving the left pelvis a more 


NOL THE OLDEST KNOWN REPTILE—PEABODY 7. 


distinct outline than is warranted. A thin plate lying anterior to the 
head of the right femur may represent the left ilium broken over to 
the right. Although the thin plate may be regarded as a patch of over- 
lying matrix such as obscures the centrale of the left tarsus (see be- 
low), there is a definite anterior border that looks much like the an- 
terior edge of an iliac blade. Nowhere is there evidence of a long 
posterior process of the ilium like that of Eogyrinus. 

The anterior 4 or 5 caudal vertebrae are associated with 3 pairs of 
sharply curved ribs. In addition, there are short structures faintly 
shown on the left side that are not curved and probably represent short 
haemal spines nearly in the correct position. Also, there is a distinct 
haemal wedge between the 3d and 4th caudal centra. Certainly there 
is enough evidence to question seriously earlier observations (Cope, 
1897, p. 89; Romer, 1950, p. 641) that there are no haemal spines in 
the tail. 

The caudal series becomes twisted, possibly 180 degrees, at the posi- 
tion of the 7th vertebra, which appears to be lying on its left side. 
Posteriorly the series is oriented with ventral side down—an unusual 
position if neural and haemal arches were at all well developed here, 
or if there was any lateral compression of the centra. Under these 
conditions the vertebrae would be almost certainly lying on one side 
or the other as in the anterior column. However, the caudal centra 
appear broader than high, and occasional fusion of neighboring centra 
seems to have occurred. All features of the tail, including the orienta- 
tion, suggest some specialized function—perhaps a prehensile action 
in the dorsoventral plane. A special aquatic function does not seem 
possible, insofar as a lateral sculling motion is concerned, although 
the fused vertebrae may suggest a stiffened axis serving as the founda- 
tion for a rudder. 

Part of the left manus (omitted in Cope’s figure, 1897, pl. 3) lies 
disarticulated near the anterior end of the vertebral column. Enough 
is shown to indicate that the carpus was definitely as fully ossified as 
the tarsus, and less surely that the phalangeal formula was comparable 
to the reptilian count in the pes. 

Both limbs are complete except for the loss of some terminal 
phalanges on the left side. The left femur is preserved with the dorsal 
surface uppermost—the right femur with the ventral surface upper- 
most. Thus the whole contour of the bone can be recognized in com- 
posite. The femoral head, internal trochanter, adductor fossa, and 
distally the tibial and fibular condyles resemble those of primitive 
reptiles such as ophiacodonts and captorhinids. The trochanter is 


8 SMITHSONIAN MISCELLANEOUS COLLECTIONS VOL. 139 


especially prominent and extends proximally nearly in line with the 
femoral head. Ossification is fully developed in the femur as well as 
in the more distal elements. 

The tibia and fibula are short, stout bones of generally primitive 
contour ; the fibula appears relatively more massive than is usually 
the case in the tetrapod limb. The distal end of the left tibia appears 
to have slipped slightly upward from the life position and now rests on 
the neck of the astragalus. Otherwise, the left femur, tibia, and fibula 
are in normal articulation. 

The right pes is twisted so as to obscure details of the tarsus, but 
details of the digits help to complete a restoration of the left pes. The 
left pes is preserved dorsal side uppermost and exhibits one of the 
most perfect preservations of tarsal structure known from the Car- 
boniferous, indeed, from the Paleozoic, as will be demonstrated pres- 
ently. The pes has been given several superficial descriptions (Cope, 
1897; Williston, 1908; Moodie, 1909) which fail to recognize the ex- 
tent of ossification in the tarsus, but nevertheless establish two proxi- 
mal elements in the tarsus and a phalangeal formula of 2-3-4-5-4. A 
main difficulty lies in the interpretation of tarsal elements distal to the 
presumed astragalus and calcaneum, especially in the medial region 
of the tarsus where no one has been able to recognize central elements. 
Moodie’s figure (1909, pl. 5), republished by Case (1911), is particu- 
larly misleading in that the tarsus appears to have an enigmatic pat- 
tern, doubtfully reptilian. (Also, in Moodie’s figure a nonexistent 
element is added distal to the lateralmost distal tarsal, although none 
is shown in Moodie’s retouched photograph—his pl. 4). My photo- 
graphs (pl. 1A, B), taken under low-angle light from first one direc- 
tion and then from the opposite direction, demonstrate the wealth of 
detail making possible text figure 2. The two proximal bones of the 
tarsus are clearly the astragalus and calcaneum which enclose between 
them a perforating foramen, not previously noted. The astragalus 
has a small but definite tibial facet directed mostly preaxially. There 
is no evidence of tripartite structure such as exhibited by Captorhinus 
(Peabody, 1951). The preaxial border between the astragalus and the 
first metatarsal clearly exhibits two bones that must be a median cen- 
trale and distal tarsal 1. A thin veneer of matrix obscures part of 
the dorsal surface of these bones, but the oblique lighting (pl. 1A) 
clearly brings out their contours in the preaxial border. Lateral to 
these bones and median to the large distal tarsal are at least 2 and 
probably 3 separate bones that are identifiable as the lateral centrale 
and distal tarsals 2 and 3. A slight proximal jamming (see fig. 2) has 


NO. I THE OLDEST KNOWN REPTILE—PEABODY 9 


forced distal tarsals 2 and 3 slightly out of position. The existence of 
two separate centralia seems certain although the separation between 
the lateral centrale and distal tarsal 2 is not clear—probably because of 
a slightly overriding relationship due to jamming. A unique feature 
of the tarsus is a postminimus or distal tarsal 6 in the postaxial border. 
Such an element is unknown in reptiles but is found in the tarsal pat- 
tern of the urodele, Salamandrella, by Holmgren (1933, p. 217). 





Fic. 2—Left pes of Eosauravus copei showing primitive reptilian pattern 
with separate median and lateral centrale, and with unique postminimus or distal 
tarsal 6 on postaxial border. 


There is no doubt that the tarsal pattern is generally comparable to 
primitive captorhinids and pelycosaurs. 

The metatarsals are all well developed as indicated in figure 2. No 
special features seem to be present except for a generally robust os- 
sification (like that of more proximal bones) that contrasts markedly 
with a seemingly delicate ossification of the phalanges. 

The phalanges may be confidently restored with a 2-3-4-5-4 formula, 
using the evidence from both feet. The terminal phalanges are not 
acutely pointed and cannot be considered as definitely bearing claws. 
The relative length of the 5th digit suggests no obvious aquatic adap- 
tation—in the obviously aquatic Mesosaurus, the 5th digit is longer 
than the 4th. This condition may also be noted in nothosaurs. 


10 


SMITHSONIAN MISCELLANEOUS COLLECTIONS VOL. 139 





Fic. 3—Left limb of Eosawravus copei reconstructed in 
fully extended position. 


NO. I THE OLDEST KNOWN REPTILE—PEABODY II 


The surface surrounding the skeleton seems devoid of structures re- 
sembling gastralia as indicated by early descriptions. However, a 
problematical object that may be an unidentified bone from the an- 
terior skeleton lies just to the left of the distal tail. Possibly of more 
importance, an enlarged view of the surfaces near the skeleton reveals 
a number of delicate, ovoid areas with fine striae radiating from a 
point near one border. The striated areas occur only close to the 
skeleton ; an example of the striated areas can be seen clearly between 
the right ribs in plate 1C. It is possible that these striated areas repre- 
sent body scales developed from the epidermis of Eosauravus. No 
bone is indicated in the delicate impressions 

Conclusions.—It is concluded that Cope’s historic specimen from 
Linton, Ohio, is surely a reptile that has evolved beyond the sey- 
mouriamorph level. The broad-arched, cotylosaurian vertebrae pos- 
sess small intercentra, and the narrow space between successive pleuro- 
centra is in decided contrast with the wide, unossified gap seen in 
seymouriamorphs. Here, the pedicel of the neural arch has a marked 
overhang above the intercentral gap. The tarsus has a characteristic 
reptilian astragalus and calcaneum, with enclosed perforating foramen 
in the usual position. The astragalus is fully developed with no 
indication of a compound origin as in the relict Captorhinus aguti of 
Early Permian age (Peabody, 1951). The whole structure of the 
pes is of basic reptilian pattern except for the 6th distal tarsal or post- 
minimus. The latter may be considered an amphibian feature rather 
than a supernumerary element that widens the pes surface in correla- 
tion with aquatic adaptations—an untenable point of view considering 
the general lack of characteristics suggesting aquatic habits of 
Eosauravus. The combination of vertebral and tarsal characteristics 
is consonant with other features of the skeleton; together they 
strengthen the evidence that the astragalar bone, originating from a 
fusion of tibiale, intermedium, and proximal centrale of the amphibian 
foot, may be regarded as a reliable osteological indication of the at- 
tainment of the amniote level of organization—at least until conflict- 
ing evidence is found. 

If it be granted that Eosauravus is a reptile, there is a question as to 
its subgroup affiliation. Current evidence strongly suggests that 
early ophiacodont pelycosaurs and captorhinomorphs are very close 
to the root of the reptilian stock. The tarsus of Eosauravus is exceed- 
ingly primitive in the possession of separate median and lateral cen- 
trale, and of the postminimus. Only early pelycosaurs have separate 
centralia—they are fused in Captorhinus and Limnoscelis. No reptiles 


I2 SMITHSONIAN MISCELLANEOUS COLLECTIONS VOL. 139 


presently known have a postminimus. The nature of the vertebrae of 
Eosauravus would indicate that its affinities probably lie with the cap- 
torhinomorphs. No pelycosaur is presently known to possess vertebrae 
of a pure cotylosaur type such as is evident in Eosauravus. In view 
of the primitive pattern of the tarsus, a position near the base of the 
captorhinomorphs is indicated. 

Establishment of a true reptile of captorhinomorph affinities deep 
in the Middle Pennsylvanian helps to clear away some of the uncer- 
tainty surrounding the time of origin of reptiles. The varied reptiles 
found in the Upper Pennsylvanian of Kansas (Peabody, 1954) and 
more fragmentary remains from elsewhere indicate that the evolution 
of pelycosaurs and captorhinomorphs (if petrolacosaurs be considered 
an offshoot of the captorhinomorphs as suggested by Vaughn, 1955, 
p. 446) was well advanced. Eosauravus appears to have been at an 
evolutionary stage which could be ancestral to any known later reptile. 

The particular adaptations of Eosauravus to life in a coal swamp 
are difficult to assess. Moodie (1909, p. 12) suggests that the reptile 
was aquatic or semi-aquatic mainly on the basis of an “expanded 
foot” similar to the broad foot of the obviously aquatic mesosaurs. 
However, the foot of Eosauravus and the rest of the preserved skele- 
ton have little to suggest even semi-aquatic habits, but do allow the 
possibility that this small reptile spent most of its time in the “upper 
story” of the coal forest at Linton. 


REFERENCES 
Case, E. C. 
1911. A revision of the Cotylosauria of North America. Carnegie Inst. 
Washington Publ. 145, pp. 1-122, 52 figs., 14 pls. 
Corr, E. D. 
1874. Supplement to the extinct Batrachia and Reptilia of North America. 
I. Catalogue of the air-breathing Vertebrata from the Coal-measures 
of Linton, Ohio. Trans. Amer. Philos. Soc., vol. 15, pp. 261-278. 
1896. The Paleozoic reptilian order Cotylosauria. Amer. Nat., 1896, pp. 301- 
304, 1 pl. 
1897. On new Paleozoic Vertebrata from Illinois, Ohio and Pennsylvania. 
Proc. Amer. Philos. Soc., vol. 36, pp. 71-91, 3 pls. 
Grecory, J. T. 
1950. Tetrapods of the Pennsylvanian nodules from Mazon Creek, Illinois. 
Amer. Journ. Sci., vol. 248, pp. 833-873, 11 figs. 
Grecory, J. T., PEAzopy, F. E., and Price, L. I. 
1956. Revision of the Gymnarthridae, American Permian microsaurs. Pea- 
body Mus. Nat. Hist., Bull. 10, pp. 1-77, 33 figs., 1 pl. 
Hotmcren, NILs. 
1933. On the origin of the tetrapod limb. Acta Zool., Stockholm, vol. 14, 
pp. 185-295, 106 figs. 


NO. I THE OLDEST KNOWN REPTILE—PEABODY nS 


HUuENnE, F. von. 
1956. Palaontologie und Phylogenie der niederen Tetrapoden. xii + 716 pp., 
690 figs. Jena. 
Moopir, Roy L. 
1909. Carboniferous air-breathing vertebrates of the United States National 
Museum. Proc. U. S. Nat. Mus., vol. 37, pp. 11-28, 7 pls. 
1916. The Coal Measures Amphibia of North America. Carnegie Inst. 
Washington Publ. 238, x + 222 pp., 43 figs., 26 pls. 
Peapopy, F. E. 
1951. The origin of the astragalus of reptiles. Evolution, vol. 5, pp. 339-344, 
2RigSeT) pie 
1952. Petrolacosawrus kansensis Lane, a Pennsylvanian reptile from Kansas. 
Univ. Kansas Paleont. Contr.: Vertebrata, art. I, pp. I-41, II figs., 
3 pls. 
1954. Pennsylvanian reptiles of Kansas. Bull. Geol. Soc. Amer., vol. 65, p. 
1293 (abstract). 
PIVETEAU, JEAN (Eb.). 
1955. Traité de paléontologie. Vol. V, Amphibiens, reptiles, oiseaux. 1113 
pp. Paris. 
Romer, A. S. 
1930. The Pennsylvanian tetrapods of Linton, Ohio. Bull. Amer. Mus. 
Nat. Hist., vol. 59, pp. 77-147, 26 figs. 
1947. Review of the Labyrinthodontia. Bull. Mus. Comp. Zool., Harvard 
Coll., vol. 99, pp. 1-368, 48 figs. 
1950. The nature and relationships of the Paleozoic microsaurs. Amer. 
Journ. Sci., vol. 248, pp. 628-654, 4 figs. 
1956. Osteology of the reptiles. xxi+ 772 pp. 248 figs. Univ. Chicago 
Press. 
VAUGHN, PETER P. 
1955. The Permian reptile Aracoscelis restudied. Bull. Mus. Comp. Zool., 
Harvard Coll., vol. 113, pp. 305-467, 15 figs., 2 pls. 
WILttston, S. W. 
1908. The oldest known reptile—Isodectes punctulatus Cope. Journ. Geol., 
vol. 16, pp. 395-400, I fig., 1 pl. 
1910. Cacops, Desmospondylus; new genera of Permian vertebrates. Bull. 
Geol. Soc. Amer., vol. 21, pp. 249-284, 12 pls. 


EXPLANATION OF PLATE 1 


Left pes and lumbar region of Eosauravus copei seen under low-angle 
illumination. 

A. Pes, lighted from distal direction, showing clearly: Two elements—median 
centrale (c. 1) and 1st distal tarsal (dt. 1)—lying between astragalus (a) 
and Ist metatarsal; and 6th distal tarsal (dt. 6) lying between calcaneum 
(cal) and 5th metatarsal (mt. 5). 

B. Pes, lighted from proximal direction, showing 3 distinct elements (indicated 
by black dots) lying median to large 4th distal tarsal. 

C. Presacral vertebrae of lumbar region, lighted from anterior direction, show- 
ing low neural spine (ns), presence of intercentrum (ic), and striated patches 
(sc) possibly representing body scales. 


14 


SMITHSONIAN MISCELLANEOUS COLLECTIONS VOUS 139; NOS 1, PEs 2 





(For explanation, see p. 14.) 











Hr 


SMITHSONIAN MISCELLANEOUS COLLECTIONS 
VOLUME 139, NUMBER 2 


THE BIRDS OF ISLA ESCUDO 
DE VERAGUAS, PANAMA 


(With One PLatTE) 


By 
ALEXANDER WETMORE 


Research Associate 
Smithsonian Institution 


CITY OF WASHINGTON 
PUBLISHED BY THE SMITHSONIAN INSTITUTION 
JULY 8, 1959 








SMITHSONIAN MISCELLANEOUS COLLECTIONS 
VOLUME 139, NUMBER 2 


He BIRDS OF ISLA ESCUDO 
DE VERAGUAS, PANAMA 


(WitrH ONE PLATE) 


By 
ALEXANDER WETMORE 


Research Associate 
Smithsonian Institution 





(Pus.icaTion 4378) 


CITY OF WASHINGTON 
PUBLISHED BY THE SMITHSONIAN INSTITUTION 
JULY 8, 1959 


THE LORD BALTIMORE PRESS, INC. 
BALTIMORE, MD., U. S. A. 


iris BIRDS OP ISLA, ESCUDO, DE VERAGUAS, 
PANAMA 


By ALEXANDER WETMORE 


Research Associate, Smithsonian Institution 


(WitH ONE PLATE) 


Isla Escudo de Veraguas lies in the southern Caribbean Sea at 
lat. 9°00’ N., long. 81°34’ W., distant a little more than 18 kilometers 
from Coco Plum Point on the base of the Valiente Peninsula, Prov- 
ince of Bocas del Toro. The island is roughly rectangular, with a 
projecting point at the southeast and a somewhat irregular shoreline 
on the western and northern sides. It is a little over 4 kilometers 
long by less than 14 wide, with the long axis running east and west. 
A sand beach extends along three-fourths of the southern side, around 
the flat, open southeastern point, and across the eastern side, past 
the mouth of a small stream, to end against a cliff, 12 meters high, 
of sandy, indurated clay. Similar bluffs separated by short stretches 
of beach mark the shoreline along the west and north. The northern 
side is broken by a small bay with a sand beach at its head. On the 
west the sea has cut back into the land, leaving several small islets, 
some of them barren except for grass and other low herbage, and 
some with a crown of brush and trees. Wave action is steadily erod- 
ing the low cliffs, forming small caves, and in some cases arches that 
pass through projecting points to the sea on the opposite side. The 
shallow bank surrounding the island indicates that this process has 
served to reduce it in size. The land back of the southern beach, 
elevated sufficiently above high-tide line to form a flat, is fringed 
with coconut palms on the sea side. Behind these extends low jungle 
in which scattered trees rise 15 to 20 meters tall. Toward the center 
the surface is lower and is swampy, with two or three trickles of fresh 
water, discolored by swamp peat, that drain to the sea. There is a 
small stand of mangroves at the mouth of the stream that enters the 
sea above the southeastern point. 

Columbus during his fourth voyage sighted the island on Oc- 
tober 17, 1502, when he came out of the Laguna de Chiriqui through 
Canal del Tigre (Tiger Channel) (Morison, 1942, vol. 2, p. 350). 
He gave it the name El Escudo as it appeared to resemble an escudo, 


SMITHSONIAN MISCELLANEOUS COLLECTIONS, VOL. 139, NO. 2 


2 SMITHSONIAN MISCELLANEOUS COLLECTIONS VOL. 139 


or shield. In the following years the island became a landmark for 
navigators along this stretch of coast, and is mentioned from time to 
time in ancient documents, the name being abbreviated often to Scudo, 
Scuda, or sometimes modified to Skoday (Anderson, 1911, p. 371). 
Presently it was designated Escudo de Veragua, and finally the latter 
part of the name became Veraguas. In the last voyage of Sir Francis 
Drake (Hakluyt, 1904, pp. 239-240) it is related that his ships came 
to Escudo on January 10, 1596, where they anchored on the southern 
side, remaining until January 23. The island was described as “not 
past two leagues long full of wood, and hath great store of fresh 
water . . . and that very good.” Many of the men soon fell sick, 
and Drake himself contracted the illness that caused his death on 
January 28 when they were near Portobello. He was buried at sea 
off that harbor. 

In occasional seventeenth-century accounts of buccaneers and other 
voyagers there is casual reference to Escudo de Veraguas as a place 
of shelter or a source of water. Dampier’s observation (Dampier, 
1697, p. 39) made in 1681 that “We past by Scuda, a small 
Island (where ’tis said Sir Francis Drake’s Bowels were bury’d)” 
repeats a tale, apparently of common belief, that cannot concern this 
island since Drake’s death and burial, off Portobello, came more than 
200 kilometers to the east. Escudo was visited by Indians, since 
Dr. Matthew W. Stirling of the Smithsonian Institution informs me 
that in the town of Bocas del Toro he was shown artifacts found on 
the island, proof that aboriginal people had lived there, at least from 
time to time. But there may be confusion with some larger place in 
the report (Anderson, p. 272) that records a considerable Indian 
population, divided under two caciques or chiefs. The land area, with 
due allowance for a reasonable amount of erosion since these early 
times, is too small to have permitted permanent residence for many 
persons. 

At present men come at intervals to gather the coconuts, or occa- 
sionally to fish, search for turtles, or to hunt the introduced wild pigs. 
There is no permanent human resident, and the wildlife, except for 
the pigs, is tame. 

I was able to visit Escudo de Veraguas through the kind assistance 
of George Munch, manager of the Almirante Division of the Chiriqui 
Land Co., which has its headquarters at Almirante, Province of Bocas 
del Toro. We left Almirante on February 28, 1958, shortly before 
midnight, on the diesel launch Talamanca, entered the sea through 
the pass of Boca del Toro, and before dawn anchored in the lee on 
the southeastern end of the island. Accompanied by Ziska Hartmann 


NO. 2 BIRDS OF ISLA ESCUDO DE VERAGUAS—WETMORE 3 


and Jorge Burke, I was ashore near the southeastern point shortly 
after 7 o’clock and during the forenoon worked through the southern, 
level section parallel to the beach nearly to the western end. As the 
sun rose higher the humidity and heat of the dense jungle, where no 
breeze could enter, became oppressive, so that it was pleasant at the 
end to walk back to our cayuco along the open beach. 

At dawn the following morning the breeze blew from the mainland 
to the south, so that waves were breaking on the beach. We went off 
before 7:00 in a choppy sea, and finally landed near the mouth of the 
small stream. I crossed first into the ridge area at the northeast, but 
finding this difficult travel and unproductive I sought more level 
ground. Through this I crossed again toward the western end parallel 
to the northern shore. The sky was overcast, one shower of rain came, 
and at times it was difficult to see birds in the heavy jungle shadows. 

Though there were no trails, the low jungle was open and easy to 
penetrate. Where the growth became dense the ground was covered 
heavily with vines. On the north and west the surface rose Io to 25 
meters in broken, steep-sided ridges, separated by little valleys. Here 
there was much undergrowth of the spiny pita (a plant of the pine- 
apple family) which, with the steep, slippery slopes, and the swampy 
floors of the small valleys between, made it difficult to get about. The 
taller trees that grow along the crests of these ridges from the sea 
give a misleading appearance of true high forest. 

On this final day we returned to the launch a little after 11:00 and, 
as the sea was rising, left for Almirante, returning through Crawl Cay 
Channel. 

The only record of any earlier visit of a naturalist to the island is 
the skin of a white-crowned pigeon in the collections of the University 
of California at Los Angeles. From the end of February to early in 
April 1936, Dr. Loye Holmes Miller of the Department of Zoology 
of that Institution, on sabbatical leave, accompanied by a graduate 
student, Frank Richardson, as assistant, visited the Laguna de Chiri- 
qui, living on a barge that served as a base for a Navy Hydrographic 
Office detail engaged in a survey of the area. Dr. Miller informs me 
that on March 2 Richardson accompanied a shore party of Navy per- 
sonnel to Escudo and brought back a white-crowned pigeon. No other 
specimens were taken. 

While Escudo de Veraguas lies well offshore, it is located on a bank 
where the sea is shallow. A narrow trench of 24 to 35 fathoms lies 
to the west and southwest, but elsewhere the depths are considerably 
less. Since it is estimated that sea levels dropped from go to 120 
meters during the last period of extensive glaciation in Wisconsin 


4 SMITHSONIAN MISCELLANEOUS COLLECTIONS VOL. 139 


time during the Pleistocene, it is apparent that then the island was 
part of the mainland. A similar connection should have come during 
part or all of the three preceding periods of maximum glacial ice. 
Return of warmer temperatures in the interglacial periods, which 
melted the ice, again raised the water level, placing Escudo once more 
as an island, remote at sea. It is reasonable to suppose that the resi- 
dent wren and the manakin, as well as the peculiar spiny rat of the 
island, were established there during one of the periods of land con- 
nection, since they are jungle creatures that do not range far from 
cover, nor are the birds of kinds that would be readily windblown 
by violent storms. Whether the characters of size and color that now 
mark them were theirs in whole or in part on their arrival, or whether 
these are distinctions that have developed during isolation, cannot 
be said, except that it seems probable that the peculiarity of greater 
size may have become intensified, since this condition is found regu- 
larly in populations that seem to have been restricted for long periods 
to small islands. The manner of development of the differences that 
mark the blue-gray tanager is not easily understood since in mainland 
regions these birds appear to roam far. It would appear that they may 
not cross fairly wide water barriers, since another insular form is 
found on Isla Coiba off the Pacific coast of Panama (Wetmore, 1957, 
p. 94). 

Though there were few species of resident birds on Escudo de 
Veraguas, individuals were fairly numerous. The songs of the bay 
wren, joined occasionally by the raucous notes of a small flock of 
parrots, were regular bird notes of the jungle, aside from which there 
were only the subdued sounds of the wind in the higher treetops, and 
of the wash of waves against the shoreline. The smaller birds were 
encountered mainly in the more level areas, where at times they were 
detected with difficulty in the dim shadows that prevailed in the 
thickets when the sky was overcast. Occasionally I noted large spiny 
rats of the genus Hoplomys. One that I shot on the ground proves 
to be a form new to science. 


ANNOTATED LIST 
Family PELECANIDAE: Pelicans 
PELECANUS OCCIDENTALIS Linnaeus: Brown Pelican, Alcatraz 


Pelecanus occidentalis Linnaeus, Systema naturae, ed. 12, vol. 1, 1766, p. 215. 
(Jamaica. ) 


Several were fishing around the island on the morning of March 2. 


NO. 2 BIRDS OF ISLA ESCUDO DE VERAGUAS—WETMORE 5 


Family SuLipAE: Boobies 


SULA LEUCOGASTER LEUCOGASTER (Boddaert): Brown Booby, Piquero 
Moreno 
Pelecanus Leucogaster Boddaert, Table des planches enluminées, 1783, p. 57. 
(Cayenne. ) 

Scattered groups rested on small islets off the western end of the 
island, selecting those that were rocky or covered with short herbage. 
They were nesting here, as I noted several large down-covered young. 
At sunset adults came in from the open sea, flying low above the water, 
singly or in groups of three or four. As our launch passed, a number, 
part of them fully grown young, came flying out from the islets to 
circle about with evident curiosity. There were no frigate-birds here, 
and so the boobies were free from molestation. I estimated that about 
200 individuals were present. 


Family CHARADRIIDAE: Plovers, Turnstones 


CHARADRIUS SEMIPALMATUS Bonaparte: Semipalmated Plover, Chorlito 
Semipalmado 


Charadrius semipalmatus Bonaparte, Journ. Acad. Nat. Sci. Philadelphia, vol. 5, 
August 1825, p. 98. (Coast of New Jersey.) 


A flock of 14 ranged the beach at the southeastern end of the island. 


Family ScoropacipaAE: Snipe, Woodcock, Sandpipers 
ACTITIS MACULARIA (Linnaeus): Spotted Sandpiper, Playerito Coleador 


Tringa macularia Linnaeus, Systema naturae, ed. 12, vol. 1, 1766, p. 249. (Penn- 
sylvania. ) 


One seen on March 1. 


NUMENIUS PHAEOPUS HUDSONICUS Latham: Whimbrel, Zarapito 
Trinador 


Numenius hudsonicus Latham, Index ornithologicus, vol. 2, 1790, p. 712. (Hud- 
son Bay.) 


One seen on the beach March 1. 


Family CoLuMBIDAE: Pigeons, Doves 
COLUMBA LEUCOCEPHALA: White-crowned Pigeon, Paloma Cabeciblanca 


Columba leucocephala Linnaeus, Systema naturae, ed. I0, vol. 1, 1758, p. 164. 
(Bahama Islands.) 
Two were seen March 1 in the top of a thickly leaved tree. A male 
in the collection of the University of California at Los Angeles was 
shot on March 3, 1936, by Frank Richardson, now of the Department 


6 SMITHSONIAN MISCELLANEOUS COLLECTIONS VOL. 139 


of Zoology of the University of Nevada, at the time student assistant 
with Dr. Loye Holmes Miller (see p. 3). 


Family PsrrracipAE: Parrots, Macaws 


AMAZONA AUTUMNALIS SALVINI (Salvadori): Red-fronted Parrot, Loro 
Frentirrojo 


Chrysotis salvini Salvadori, Catalogue of the birds in the British Museum, vol. 
20, 1801, p. 271. (Lion Hill Station, Canal Zone, Panama.) 
Three pairs were seen in the early morning of March 1, and a 
female was collected. The same small group was observed the fol- 
lowing day. 


Family TRocHiLipAE: Hummingbirds 


AMAZILIA TZACATL TZACATL (De la Llave): Rieffer’s Hummingbird, 
Colibri Colimorena 


Trochilus Tzacatl, De la Llave, Registro Trimestre, vol. 2, No. 5, 1833, p. 48. 
(México. ) 


Several were observed among the lower shrubs back of the beaches. 


Family ALCEDINIDAE: Kingfishers 


MEGACERYLE TORQUATA TORQUATA (Linnaeus): Ringed Kingfisher, 
Martin Pescador Grande 


Alcedo torquata Linnaeus, Systema naturae, ed. 12, vol. I, 1766, p. 180. 
(México. ) 
One was recorded on March 2 near the mouth of the small stream 
at the southeastern end. 


Family PipripAE: Manakins 
MANACUS VITELLINUS (Gould): Gould’s Manakin, Matraco 


Pipra vitellina Gould, in Hinds, R. B. (editor), Zoology of the Voyage of 
H.M.S. Sulphur under the command of Captain Sir Edward Belcher, R.N., 
F.R.G.S., etc., during the years 1836-42, vol. 1, pt. 3 (Birds, pt. 1), October 
1843, p. 41, pl. 21. (Panama = Panama City, Panama.) 

The manakin (fig. 1) was fairly common, ranking next to the wren 
in abundance. The birds were found among the branches of the 
smaller trees, where they were quiet, moving about rather slowly, 
often remaining motionless for several minutes at a time. I regretted 
that there was no indication of display among the males, as their 
larger size should make the noises that accompany these activities 
definitely impressive. 

The bird of Escudo de Veraguas was so different from the repre- 


NO. 2 BIRDS OF ISLA ESCUDO DE VERAGUAS—-WETMORE Ai 


sentative of this species around Almirante Bay that I recognized it as 
an unknown race when the first specimen came to hand. It is described 
in the following paragraphs: 


MANACUS VITELLINUS AMITINUS, subsp. nov. 


Characters ——Similar to Manacus vitellinus cerritus Peters? but 
definitely larger; bill distinctly larger and heavier; tarsi and toes 





Fic. 1—Gould’s manakin, Matraco. 


heavier ; adult male with lower back, rump, and posterior ventral sur- 
face, including the sides and under wing coverts, darker green ; female 
and immature male somewhat darker green throughout, with the 
abdomen less yellowish. 

Description.—Type, U.S.N.M. No. 468919, male adult, from Isla 
Escudo de Veraguas, Prov. Bocas del Toro, Panama, March 2, 1958, 
collected by Alexander Wetmore (orig. No. 22241). Entire crown 


1 Manacus cerritus Peters, Proc. New England Zool. Club, vol. 10, September 
22, 1927, p. 9. (Almirante, Bocas del Toro, Panama.) 


8 SMITHSONIAN MISCELLANEOUS COLLECTIONS VOL. 139 


to nape, including the lores, wings (except inner lesser coverts), upper 
back, and tail black; sides of head, throat and neck, including hind- 
neck, bright apricot yellow, becoming lemon chrome as the yellow 
collar meets the black of the back; lesser wing coverts, except the 
outermost, lemon chrome; lower back, rump, and upper tail coverts 
yellowish oil green; breast, sides, flanks, abdomen, and under tail 
coverts between warbler green and olive-green; an indefinite light 
wash of lemon yellow on center of breast and abdomen; outer under 
wing coverts Roman green, inner ones yellowish citrine; under sur- 
face of inner webs of primaries and secondaries, except toward the 
tips, dull white. Bill dull black; tarsus and toes fuscous; claws dark 
neutral gray (from dried skin). 

Measurements——Males (3 specimens), wing 59.3-61.4 (60.6), tail 
39.2-42.0 (40.2), culmen from base 14.0-14.8 (14.5), tarsus 23.8-24.5 
(24.1) mm. 

Females (2 specimens), wing 59.5-60.0 (59.7), tail 38.2-38.3 (38.3), 
culmen from base 14.7-14.7 (14.7), tarsus 21.0-21.5 (21.2) mm. 

Type, male, wing 59.3, tail 39.4, culmen from base 14.6, tarsus 
23.8 mm. 

Range.—Isla Escudo de Veraguas, at sea off the base of Peninsula 
Valiente, Bocas del Toro, Panama. 

Remarks.—The greater size of this handsome bird as compared 
with mainland forms is evident on comparing the measurements with 
those listed in succeeding paragraphs. In bulk the island birds appear 
nearly one-third greater. In drawing the description comparison has 
been made with cerritus since the shades of yellow on head and neck 
of these two are more nearly in agreement. In terms of present distri- 
bution Manacus v. vitellinus is assumed to be the form of the main- 
land opposite Isla Escudo, since it is the one recorded at Cricamola 
on the shores of Laguna de Chiriqui, opposite Peninsula Valiente. 
Manacus v. cerritus is known to range south only to the southern 
shores of Almirante Bay so that if the water barrier is disregarded, 
cerritus and amitinus are separated by an intervening population of 
typical vitellinus. 

The name is taken from the Latin amitinus, a cousin. 

To determine clearly the affinities of the manakin from Escudo a 
survey has been made of the related members of the genus Manacus 
found in Panama, particularly Manacus vitellinus, of which an excel- 
lent series is at hand from the entire range including Colombia. It 
became evident immediately that cerritus, described by James L. Peters 
as a distinct species, was in fact a geographic race of M. vitellinus, 
as the supposed specific characters break down when the entire area 


NO. 2 BIRDS OF ISLA ESCUDO DE VERAGUAS—WETMORE 9 


occupied by this bird is given review. It may be noted also that the 
display of males of cerritus, as I saw it in January and February 1958, 
was similar to that of typical vitellinus. 

Following is a summary of the subspecies of vitellinus based on this 
examination, with the races arranged in geographic sequence from 
west to east. 


MANACUS VITELLINUS CERRITUS Peters 


Manacus cerritus J. L. Peters, Proc. New England Zool. Club, vol. 10, Sep- 
tember 22, 1927, p. 9. (Almirante, Bocas del Toro, Panama.) 

Characters.—Similar in color pattern, and in colors in general, to 
Manacus v. vitellinus. Male, with throat, sides of head, and band 
across hind neck and upper back more yellow, less orange, varying 
in some to completely bright yellow; lower breast, abdomen, sides, 
flanks, and under tail coverts more greenish yellow ; rump and upper 
tail coverts brighter green; female, and male in immature plumage, 
darker green throughout. 

Measurements.—Males (9 specimens), wing 51.8-54.2 (53.3), tail 
31.2-35.8 (34.2), culmen from base 11.1-12.3 (11.7), tarsus 20.0-22.6 
(21.5) mm. 

Females (3 specimens), wing 54.0-55.7 (54.9), tail 33.1-34.4 
(33.9), culmen from base 11.8-12.5 (12.0), tarsus 20.2-21.4 (20.9) 
mm. 


MANACUS VITELLINUS AMITINUS Wetmore 


Characters—Generally similar to M. v. cerritus, but decidedly 
larger ; darker green. 

Range.—Isla Escudo de Veraguas, Province of Bocas del Toro, 
Panama. 

Full details of differences, and of measurements, are given in the 
description above. 


MANACUS VITELLINUS VITELLINUS (Gould) 


Pipra vitellina Gould, in Hinds, R. B. (editor), Zoology of the Voyage of 
H.M.S. Sulphur, under the command of Captain Sir Edward Belcher, R.N., 
F.R.G.S., etc., during the years 1836-42, vol. 1, pt. 3 (Birds, pt. 1), October 
1843, p. 41, pl. 21. (“Panama’= Panama City, Panama.) 

Characters Similar to M. v. cerritus, but male decidedly orange 
on foreneck, throat, sides of head, and band across base of neck; 
posterior under surface more greenish; rump and upper tail coverts 
grayer green. 

Measurements.—Males (47 specimens), wing 50.4-55.7 (52.3), tail 


He) SMITHSONIAN MISCELLANEOUS COLLECTIONS VOL. 139 


25.8-31.5 (28.3), culmen from base 11.0-13.0 (11.8), tarsus 20.4- 
22.4 (21.4) mm. 

Females (46 specimens), wing 50.7-54.9 (53.2), tail 27.3-31.7 
(29.3), culmen from base 11.1-12.7 (12.0), tarsus 18.3-20.7 (19.4) 
mim. 

Range.—On the Pacific slope from the foothills of eastern Veraguas 
(Santa Fé) eastward through the western part of the Province of 
Panama (La Campana, Chorrera), throughout the Canal Zone, and 
eastern Panama, to extreme eastern Darién (Jaqué, Rio Jaqué, Cana) ; 
on the Caribbean slope from central Bocas del Toro (Cricamola), 
through northern Veraguas (Guaval on Rio Calovevora), northern 
Coclé (El Uracillo), the Province of Col6n (Chilar, Portobello) and 
the Comarca de San Blas (Mandinga, Permé, Obaldia) ; entering 
Colombia on the western side of the lower Rio Atrato (Unguia, 
Chocéd) and along the shores of the Gulf of Uraba at Acandi, Choco, 
on the western side, and Necocli, Antioquia, on the east. 

This is the first published report of this race for Colombia. Speci- 
mens from Acandi and Unguia, both near the Panamanian boundary, 
are like typical examples from Panama. A series of 7 males from 
Necocli on the eastern shore of the mouth of the Gulf of Uraba 
averages faintly paler, more yellowish green below, and very faintly 
more yellowish orange on the head. They thus show an approach 
toward the paler milleri of the Sint Valley to the east, but are to be 
placed with vitellinus. 

Gould published the description of this manakin twice, first in the 
Zoology of the Voyage of H.M.S. Sulphur, where it appeared in 
October 1843 as indicated above. The bird was displayed with 8 other 
new species from this voyage at a meeting of the Zoological Society 
in London in July 1843, but publication in the Proceedings did not 
come until December. In the first publication, in October, Gould 
states that “The specimen here figured was procured by Mr. Hinds at 
Panama, and is the only one I have seen.” The introduction to the 
Voyage of the Sulphur indicates that the vessel made surveys along 
the entire Pacific coast of the Republic, but it appears clear that the 
locality “Panama” refers to the vicinity of Panama City, which is the 
only place mentioned that lies within the range of vitellinus. This is 
accepted, therefore, as the restricted type locality. 


MANACUS VITELLINUS VIRIDIVENTRIS Griscom 
Manacus vitellinus viridiventris Griscom, Bull. Mus. Comp. Zodl., vol. 69, April 
1920, p. 179. (Jiménez, near Buenaventura, Valle, Colombia.) 
Characters.—Similar to M. v. vitellinus, but male with lower breast, 
abdomen, sides, flanks, under tail coverts, rump, and upper tail coverts 


NO. 2 BIRDS OF ISLA ESCUDO DE VERAGUAS—WETMORE II 


definitely darker green ; yellow of anterior part of body, including the 
neck band, somewhat less orange, more yellow ; female darker green, 
in this resembling female M. v. cerritus, from which it differs in 
being somewhat less yellowish on the abdomen, and duller green above. 

Measurements —Males (14 specimens), wing 50.6-53.7 (52.2), 
tail 26.3-30.6 (28.7), culmen from base 10.8-12.5 (11.6), tarsus 20.4- 
22.7 (21.5) mm. 

Females (6 specimens), wing 53.0-54.3 (53.5), tail 28.1-30.1 
(29.5), culmen from base 11.6-12.4 (11.9), tarsus 19.1-20.0 (19.6) 
mm. 

Range.—Western Colombia, from northern Chocd (Rio Jurado, 
Rio Jurubida, Nuqui) and northwestern Antioquia (Villa Artiaga, 
Dabeiba) south through western Caldas (Santa Cecilia) and Valle 
(Puerto Muchimbo, Jiménez), including the upper Cauca Valley 
(Riofrio, Cali). 

This race has been supposed to range into extreme eastern Darién 
at Cana but specimens from that locality agree best with typical 
vitellinus, 


MANACUS VITELLINUS MILLERI Chapman 
Manacus vitellinus milleri Chapman, Bull. Amer. Mus. Nat. Hist., vol. 34, 
Dec. 30, 1915, p. 645. (Puerto Valdivia, Antioquia, Colombia.) 

Characters—Much paler than M. v. vitellinus; male with head 
(except for the black crown) and band across hindneck bright, light 
yellow, without orange; rest of lower surface much paler, being 
grayish green with a wash of yellow; rump and upper tail coverts 
paler ; female, definitely paler below, being whitish on abdomen, and 
duller, grayer green above. 

Measurements—Males (11 specimens), wing 49.7-52.9 (51.6), tail 
26.8-30.4 (28.6), culmen from base 10.8-12.2 (11.5), tarsus 20.6-22.3 
(21.3) mm. 

Females (6 specimens), wing 52.5-54.5 (53.7), tail 28.8-30.8 
(29.6), culmen from base I1.0-12.0 (11.6), tarsus 19.0-20.0 (19.4) 
mm. 

Range.—Northwestern Colombia, from the valley of Rio Sint 
(Nazaret, Socarré) in western Bolivar, south to the middle Cauca 
Valley in northern Antioquia (Taraza, Puerto Valdivia) ; recorded 
from Remedios in east central Antioquia at the head of Rio Ité, a 
tributary of the lower middle Rio Magdalena. 

In the series at hand this race is typical on the middle Rio Cauca in 
northern Antioquia. In some specimens from the lower Rio Sint, 
taken at Nazaret, Tierra Alta, Socarré, and Quebrada Salvajin, most 
of the males have the head somewhat more orange, and the breast 


I2 SMITHSONIAN MISCELLANEOUS COLLECTIONS VOL. 139 


and abdomen somewhat darker, varying in the direction of vitellinus. 
They are thus somewhat intermediate, but are definitely near mulleri. 

It has been suggested that Manacus aurantiacus (Salvin) found on 
the Pacific slope of western Panama would eventually prove to be 
conspecific with M. vitellinus, but my studies to date do not bear out 
this supposition. Brighter color, particularly in the male, and smaller 
size mark aurantiacus uniformly throughout its range from south- 
western Costa Rica through Chiriqui, southern Veraguas, and both 
sides of the Azuero Peninsula in Veraguas, Herrera, and Los Santos. 
Manacus vitellinus vitelinus from near Santa Fé, Veraguas, and 
La Campana and Chorrera in the western section of the Province of 
Panama, where intergradation, if present, should occur, show no 
variation from the normal pattern of that race. From present infor- 
mation the two groups appear to be separated by a savanna area in 
which neither is found. The two appear so completely distinct that 
there is no basis for uniting them. 

Aldrich (1937, p. 95) separated the population of the western side 
of the Azuero Peninsula as Manacus aurantiacus flaviventris, as a 
series from that area appeared brighter colored than those available 
at the time from western Chiriqui and southwestern Costa Rica. 
During the course of my own field investigations I have accumulated 
a considerable series from Veraguas and eastern Chiriqui, and have 
examined additional material from western Chiriqui and Costa Rica. 
A study of this extensive material indicates that the supposed differ- 
ences do not hold. Males in fresh plumage from both areas are 
strongly orange, but as the season progresses there is fading, particu- 
larly in the dry months when sun is more intense. 

The following measurements may be useful for comparison with 
those of the races of Manacus vitellinus. 

Males (25 specimens), wing 44.8-47.8 (46.3), tail 26.0-30.2 (28.7), 
culmen from base 11.2-12.2 (11.7), tarsus 19.5-20.6 (20.1) mm. 

Females (21 specimens), wing 47.8-50.0 (48.7), tail 209.0-30.9 
(30.3), culmen from base 11.3-12.3 (11.8), tarsus 18.2-20.5 (19.1) 
mm. 


Family TyrANNIDAE: Tyrant Flycatchers 


TYRANNUS MELANCHOLICUS CHLORONOTUS Berlepsch: Tropical King- 
bird, Pechi-amarillo Grande 
Tyrannus chloronotus Berlepsch, Ornis, vol. 14, 1907, p. 474. (Temax, Yuca- 
tan.) 
A female was collected and several others seen along a stretch of 
sandy beach, where they rested on the open ends of branches, or on 
the tops of low shrubs. 


NO. 2 BIRDS OF ISLA ESCUDO DE VERAGUAS—WETMORE 13 


Family HirUNDINIDAE: Swallows 
PROGNE SUBIS (Linnaeus): Purple Martin, Golondrina Turquina 
Hirundo Subis Linnaeus, Systema naturae, ed. 10, vol. 1, 1758, p. 192. (Hudson 
Bay.) 

On the return journey on March 2 I noted an occasional purple 
martin flying northward, low over the water, near the mainland coast 
from the vicinity of Plantain Cay to Chiriqui Point. These swallows 
are known as migrants through México and Central America, but little 
is reported regarding them in Panama. The only published record 
that has come to my attention is by Zimmer (1955, pp. 4, 5) of an 
immature male of the southwestern subspecies, Progne subis hesperia 
Brewster, taken at Cocoplum, Bocas del Toro, October 27, 1927. 

At Almirante on February 18, 1958, during a forenoon of nearly 
constant rain, a band of 8 purple martins came to rest in dead branches 
of a tall avocado tree beside our house. At intervals others arrived 
until finally between 35 and 40 were present, resting in close forma- 
tion. When the rain ceased and the sky became lighter two hours later 
they disappeared. From then until March 6, I recorded purple martins 
in northward flight, singly or in scattered, straggling groups, across 
Almirante Bay, along its shoreline, or over the outer beach near 
Boca del Drago. Occasionally a few came to rest in the tree beside 
the house. It appears that there is a regular flight in migration along 
the Caribbean coast. 

The female of a pair taken on February 18, in its darker color on 
the under surface and in wing length of 148 mm., represents typical 
Progne subis subis. The male, with the wing 149.7 mm., agrees in 
size with that race. 


Family TRoGLoDYTIDAE: Wrens 


THRYOTHORUS NIGRICAPILLUS Sclater: Bay Wren, Cucarachero Castafio 
Cabecinegro 


Thryothorus nigricapillus Sclater, Proc. Zool. Soc. London, pt. 28, May 1860, 
p. 84. (Nanegal, 4,000 feet elevation, Ecuador.) 

This wren (fig. 2) was the most common land bird on the island, 
found in pairs scattered through the undergrowth. Though they were 
encountered most often in low tangles, where creepers were matted 
and cover was dense, they ranged also out into more open areas, and 
at times worked up through branches and creepers into the tops of 
the taller trees. They were quite tame, often appearing within 6 feet 
or so. On our second day ashore the sky was overcast and it was 
often difficult to see these birds in the darkly shadowed coverts. We 
were usually notified of the presence of a pair by the series of repeated 


I4 SMITHSONIAN MISCELLANEOUS COLLECTIONS VOL. 139 


notes that made up the clear song. This resembled closely that of 
Thryothorus nigricapillus costaricensis as heard at Almirante, but 
seemed to be higher in tone and somewhat less varied in repertoire. 
One pair worked busily at a nearly completed nest located near the 
tip of a leafy branch about 6 feet from the ground in heavy under- 
growth. This was a ball, nearly round, of palm and other slender 





Fic. 2.—Bay wren, Cucarachero Castaiio Cabecinegro. 


fibers, with the ends projecting all around as a rough fringe. The 
entrance was in one side. 

The larger size and paler color of this island population in com- 
parison with the birds of the adjacent mainland were easily evident 
in the field. A description of this previously unknown race follows. 


THRYOTHORUS NIGRICAPILLUS ODICUS subsp. nov. 
Characters —Similar to Thryothorus nigricapillus costaricensis 
(Sharpe)? but larger, with longer, heavier bill; in color paler brown. 


2 Thryophilus costaricensis Sharpe, Catalogue of the birds in the British Mu- 
seum, vol. 6, 1881, p. 217. (Valley of the Rio San Carlos, Alajuela, Costa Rica.) 


NO. 2 BIRDS OF ISLA ESCUDO DE VERAGUAS—WETMORE 15 


Description—Type, U.S.N.M. No. 469015, male adult, from Isla 
Escudo de Veraguas, Bocas del Toro, Panama, taken March 1, 1958, 
by Alexander Wetmore (original No. 22230). Throat, upper fore- 
neck, malar region, loral area, a line on the margin of upper and 
lower eyelids surrounding the eye, a superciliary line extending back 
from the center of the eye, and the auricular region white, with some 
mixture of black on loral area and along upper eyelid; crown, hind- 
neck, side of neck, side of head, except as noted above, and a line 
separating the white malar area from the throat, deep black; back, 
rump, and upper tail coverts auburn, the tail coverts with short central 
bars of black along the shaft; wing coverts auburn, with irregular 
shaft lines and subterminal bars of dusky neutral gray; tertials and 
outer webs of secondaries auburn, barred heavily with dusky neutral 
gray; outer webs of innermost primaries auburn, changing on the 
outer ones to hazel, the brighter color finally reduced to a narrow 
edging on the ninth and tenth; concealed webs of remiges fuscous- 
black ; rectrices dusky neutral gray, barred narrowly with hazel ; breast 
and center of abdomen ochraceous-tawny; sides and flanks hazel; 
under tail coverts ochraceous-tawny, barred heavily with black; axil- 
lars ochraceous-tawny; under wing coverts ochraceous-buff, mixed 
with white ; edge of wing white. Maxilla dusky neutral gray ; mandi- 
ble pale smoke gray, becoming smoke gray at the base; tarsus and toes 
fuscous-black (from dried skin). 

Measurements.—Males (5 specimens), wing, 75.2-79.2 (77.0), tail 
58.6-62.3 (60.2), culmen from base 21.8-24.2 (23.2), tarsus, 28.4- 
21-8 (29.7): mm. 

Females (6 specimens), wing 70.2-72.8 (71.6), tail 54.5-58.8 
(56.8), culmen from base 21.0-22.3 (21.5), tarsus 26.2-28.7 (27.2) 
mm. 

Type, male, wing 75.2, tail 58.8, culmen from base 24.0, tarsus 
29.1 mm. 

Range.—Isla Escudo de Veraguas, at sea off the base of the 
Valiente Peninsula, Bocas del Toro, Panama. 

Remarks.—tThe actual difference in measurements will be indicated 
by consulting the summary of a series of Thryothorus nigricapillus 
costaricensis, the nearest relative, both physically and geographically, 
that is given in the review of the species that follows. 

The name of the new race is from the Latin odicus, musical, appro- 
priate because of the pleasing song. 

The complete and definite dissimilarity in the lower surfaces found 
in this group of wrens between the chestnut-breasted, white-throated 
groups of the Caribbean slope of Nicaragua, Costa Rica, and Bocas 


16 SMITHSONIAN MISCELLANEOUS COLLECTIONS VOL. 139 


del Toro, and the forms with the anterior under surface barred closely 
with black and white that range from eastern Darién through western 
Colombia to Ecuador, long led to their separation under two specific 
names. The series of specimens now available justifies their union 
under the specific name nigricapillus, though it may be supposed that 
the two terminal groups must have been separated for a long period 
to have become so completely different. In costaricensis, the darkest 
of the Central American races, and the one farthest removed from 
those of South America, remote common ancestry with the other is 
indicated in the rather indistinct black bars found on the breast and 
sides in the juvenile plumage. This marking may persist in the fol- 
lowing plumage, especially on the abdomen, but many are plain chest- 
nut on the posterior lower surface except for the bars on the lower tail 
coverts that are common to many of the numerous species of the 
genus Thryothorus. Proceeding eastward along the Caribbean coast 
of Panama from the valley of the Rio Calovevora, on the boundary 
between the provinces of Bocas del Toro and Veraguas, the wrens of 
the species under discussion become paler brown, with sides and flanks 
barred with black, except for occasional plain individuals. This group 
—the race castaneus—is found through the lowland Caribbean drain- 
age of the Canal Zone. 

Continuing eastward there is an abrupt change near Portobello 
and in the foothills of the Cerro Azul in which the plain white of the 
throat extends down on the upper breast, the brown on the sides 
becomes paler, and there are strongly marked black bars on sides, 
lower breast, and abdomen in most individuals. This style—the race 
reditus—crosses to the Pacific slope along the base of the Cerro Azul, 
and at Chiman has reached the coastal lowlands. On the Caribbean 
slope it continues almost to the Colombian boundary in the Comarca 
de San Blas, and on the Pacific side to about the western boundary of 
Darién near the Golfo de San Miguel. There is then rather abrupt 
transition to birds with lower surface heavily barred—the race 
schotiti. Markings on the white throat are faint or absent, and the 
brown is restricted to the flanks and under tail coverts. In the valley 
of the Atrato the barring reaches its maximum and here the throat 
in most specimens is heavily marked. The plainer throat persists to 
the eastward in Colombia along the Rio Sinu, and on the middle and 
upper Rio Cauca. In southwestern Colombia, beginning in the Depart- 
ment of Cauca, the throat bars begin to lighten still more and to 
disappear, and farther south, in Narino, the upper breast also becomes 
less heavily marked. This style leads over to typical nigricapillus of 
Ecuador, in which throat and upper breast are white, without bars, and 


NO. 2 BIRDS OF ISLA ESCUDO DE VERAGUAS—WETMORE 17. 


the flanks and under tail coverts are lighter brown. In all the changes 
that have been described these wrens have remained uniformly chestnut 
above, with black crowns. 

One possible explanation of this interesting gradient might be that 
the plain, chestnut-breasted forms had become established fairly early 
in the Central American area where they have continued with modifi- 
cation toward the elimination of barring. In the South American area, 
on the other hand, the barring became intensified. Through a subse- 
quent spread of range in the latter population, the two groups have 
been brought in contact, with resultant hybridization that has caused 
the mixing that has been described. 

The races recognized as reditus and castaneus represent two stages 
in this process. It would appear that the schottii group has been the 
one in active expansion because of the extensive range that it now 
occupies. It is interesting that the chestnut-breasted group is not 
found farther north in Central America, though there would appear 
to be no ecological barrier to prevent this. 

Hellmayr (1934, p. 180) includes another group, Thryothorus 
semibadius Salvin, found in tropical lowlands of the Pacific slope 
from southwestern Costa Rica to western Chiriqui, also as a race of 
nigricapillus, but this does not seem justified. The bird in question is 
more finely barred, with 3 narrow dark bars on the individual feathers 
of the breast, and the crown chestnut, concolor with the back; also 
it is smaller. In the schottu-nigricapillus group, which semibadius 
resembles superficially, the black bars are heavier, there are 2 bars 
on the individual feathers of the breast, the crown and upper hindneck 
are deep black, and the size is larger. There is no indication whatever 
of hybridization between semibadius and the adjacent Thryothorus n. 
costaricensis. While juveniles of the costaricensis-nigricapillus group 
show spots or a slight wash of brown on the pileum and hindneck, the 
crown cap remains plainly defined. Thryothorus semibadius would 
appear to be an older offshoot of the ancestral stock that has produced 
the forms with barred breast, and from its limited range one that may 
be on its way to extinction. 

The following summary, based on extensive series throughout the 
entire range of these birds, outlines findings as to their relationships 
and distribution. It should be noted that museum series of skins almost 
invariably include immature individuals that are not fully grown, 
especially in the development of the wings. These are easily detected 
and have been omitted in the measurements that are given under the 
different forms. 


18 SMITHSONIAN MISCELLANEOUS COLLECTIONS VOL. 139 


THRYOTHORUS SEMIBADIUS Salvin: Salvin’s Wren, Cucarachero 
Castafio Cabecimoreno 


Thryothorus semibadius Salvin, Proc. Zool. Soc. London, November 1870, p. 181. 
(Bugaba, Chiriqui.) 

Characters—Crown and hindneck chestnut, concolor with the 
back; under surface white, barred, except for the throat, narrowly 
with black, the breast feathers having three black bars; size smaller. 

Measurements.—Males (8 specimens), wing 61.4-65.5 (63.3), tail 
42.0-49.2 (46.3), culmen from base 18.7-21.0 (19.9), tarsus 23.4-24.0 
(23.7) mm. 

Females (4 specimens), wing 61.2-64.7 (63.2), tail 43.7-47.4 
(45.8), culmen from base 19.9-20.8 (20.3), tarsus 23.1-24.5 (23.8) 
mm. 

Range.—Tropical zone of the Pacific slope from southwestern 
Costa Rica in the valley of the Rio Pirris to western Panama in the 
Comarca del Bart (Puerto Armuelles), and the lowlands of extreme 
western Chiriqui (Divala, Bugaba). 


THRYOTHORUS NIGRICAPILLUS Sclater: Bay Wren, Cucarachero 
Castaiio Cabecinegro 


Thryothorus nigricapillus Sclater, Proc. Zool. Soc. London, pt. 28, May 1860, 
p. 84. (Nanegal, 4,000 feet elevation, Ecuador.) 

Characters.—Crown and hindneck deep black, in sharp contrast to 
the chestnut of the remainder of the upper surface; under surface 
chestnut, auburn, chestnut-brown, clay color, or white, barred more 
or less with black ; in the races that are white below, with 2 black bars 
on each breast feather ; size larger. 


THRYOTHORUS NIGRICAPILLUS COSTARICENSIS (Sharpe) 


Thryophilus costaricensis Sharpe, Catalogue of the birds in the British Museum, 
vol. 6, 1881, p. 217. (Valley of the Rio San Carlos, Alajuela, Costa Rica.) 

Characters—Throat and upper foreneck white, rest of lower sur- 
face auburn to hazel; sides in some specimens with a few bars of 
black, which usually are indistinct. 

Measurements.——Males (17 specimens), wing 66.5-72.0 (69.3), tail 
51.0-56.8 (54.3), culmen from base 20.4-22.7 (21.3), tarsus 24.5-27.8 
(25.9) mm. 

Females (9 specimens), wing 62.5-67.2 (64.6), tail 47.8-54.0 
(50.2), culmen from base 19.4-21.7 (20.5), tarsus 23.2-25.6 (24.5) 
mm. 

Range.—Caribbean slope from southeastern Nicaragua (Los Saba- 
los, Rio Escondido, San Juan del Norte) through eastern Costa Rica 
(Rio Frio, Guayabo, Bonilla, Jiménez, Reventazén) to central Bocas 


NO. 2 BIRDS OF ISLA ESCUDO DE VERAGUAS—WETMORE 19g 


del Toro, Panama. Specimens from Cricamola at the eastern end of 
the Laguna de Chiriqui are intermediate toward castaneus. 

Sharpe described this bird from a single specimen that he said was 
collected by Adolphe Boucard in Costa Rica, without giving a more 
definite locality. Boucard (1878, p. 51) in an account of his collec- 
tions made in Costa Rica listed this wren as Thryophilus castaneus 
Lawrence, with the statement “Several specimens, from San Carlos; 
killed in February.” In his itinerary he says that this locality was in 
the Valley of the Rio San Carlos, a tributary of the Rio San Juan on 
the Atlantic slope. I have therefore designated this area as the type 
locality. 


THRYOTHORUS NIGRICAPILLUS ODICUS Wetmore 


Characters —Similar to T. n. costaricensis but larger, with longer, 
heavier bill; paler brown. 

Measurements.—Given above. 

Range.—Confined to Isla Escudo de Veraguas, off the base of the 
Valiente Peninsula, Bocas del Toro, Panama. 


THRYOTHORUS NIGRICAPILLUS CASTANEUS Lawrence 


Thryothorus castaneus Lawrence, Ann. Lyc. Nat. Hist. New York, vol. 7, June 
1861, p. 321. (“Atlantic slope near the Panama Railroad’= Lion Hill, 
Canal Zone.) 

Characters —Similar to T. n. costaricensis, but paler brown on 
ventral surface, with the white of the throat extending farther down 
on the foreneck, in some reaching the upper breast; more definitely 
barred with black on sides and flanks, in some specimens with the 
bars extending across the lower breast and abdomen. 

Measurements.—Males (14 specimens), wing 66.2-70.7 (68.9), tail 
49.4-53-7 (51.7), culmen from base 20.3-22.0 (21.0), tarsus 24.9-27.5 
(25.8) mm. 

Females (17 specimens), wing 63.1-67.0 (64.8), tail 46.3-53.4 
(49.2), culmen from base 19.3-21.9 (20.2), tarsus 23.4-25.7 (24.7) 
mm. 

Range.—Caribbean slope from the valley of the Rio Calovevora in 
eastern Bocas del Toro, through northern Veraguas, northern Coclé 
(extending inland on the northern slope in the higher foothills to the 
headwaters of the Rio Coclé del Norte and the Rio Indio), and 
western Colon (Chilar, Rio Indio, Colén, Marajal), to the Canal Zone 
(Gatun, Lion Hill, Barro Colorado Island, Frijoles). 

Back of Fl Valle, Coclé, I found these birds at 2,000 feet elevation 
along the upper course of the Rio Mata Ahogada, ranging on its 


20 SMITHSONIAN MISCELLANEOUS COLLECTIONS VOL. 139 


higher branches to 2,500 feet. The divide here between this stream, 
which flows into the Pacific, and the Rio Indio of the Caribbean side 
is low so that rainfall in the heads of the valleys is sufficient to main- 
tain the type of green-leaved undergrowth that these wrens frequent 
across for a short distance on the Pacific side. The birds here do not 
range below 2,000 feet elevation where the scrub growth changes to 
the semiarid type characteristic of the Pacific lowlands of this area. 
This is the only point known to me at which the race castaneus crosses 
to the Pacific slope. Records of Salvin (1867, p. 134) and of Salvin 
and Godman (1880, p. 88) for Santiago de Veraguas are not sup- 
ported by specimens in the Salvin and Godman collections now in the 
British Museum (Natural History) and are certainly in error. 

The type specimen of castaneus, described by Lawrence, came to 
him in a collection made by James McLeannan and John R. Galbraith 
during the winter of 1860-1861. The collectors were located at Lion 
Hill, but it must be borne in mind that it is certain they covered a 
considerable area along the line of the railroad in the course of their 
work. In the present instance Lawrence (1861, pp. 315-316) states 
that their specimens were taken ‘‘on the Atlantic side of the isthmus” 
except for half a dozen species that he lists, which do not include the 
bird here under consideration. Though the type specimen of castaneus 
is labeled only ““Panama” with the initials of the collectors, the desig- 
nation “Lion Hill” found in current literature may be accepted as the 
restricted type locality. 


THRYOTHORUS NIGRICAPILLUS REDITUS Griscom 


Thryophilus nigricapillus reditus Griscom, Bull. Mus. Comp. Zool., vol. 72, 
January 1932, p. 358. (Permé, Comarca de San Blas.) 

Characters.—Similar to T. n. castaneus but with white of breast 
more extensive; sides, abdomen, and under tail coverts paler, duller 
brown; more heavily and extensively barred with black. 

Measurements——Males (15 specimens), wing 67.0-70.5 (68.9), tail 
47.5-54.3 (52.0), culmen from base 19.3-21.9 (20.9), tarsus 24.0-26.5 
(25.5) mm. 

Females (11 specimens), wing 63.2-67.7 (65.4), tail 45.0-51.4 
(48.5), culmen from base 19.0-21.5 (20.1), tarsus 23.1-26.3 (24.7) 
mm. 

Range.—From eastern Colon (Portobello) eastward on the Carib- 
bean slope through the Comarca de San Blas (Mandinga, Permé, 
Puerto Obaldia), crossing through the western Cerro Azul to the head 
of the Rio Pacora on the Pacific slope, ranging eastward in the Prov- 
ince of Panama along the Pacific side of the Serrania de Majé 


NO. 2 BIRDS OF ISLA ESCUDO DE VERAGUAS—WETMORE 21 


(Quebrada Cauchero, on the base of Cerro Chucanti), reaching tide- 
water at Chiman, and on the Rio Majé (Charco del Toro). 

This race constitutes the definite intergrade between the western 
group with bright brown breast and little or no barring, and the 
eastern and southern population with completely barred breast. 
Transition between castaneus and reditus on the west is fairly abrupt, 
an intermediate condition being evident in one specimen from near 
Frijoles in the Chagres drainage. Birds from near Colon are definitely 
castaneus, while those from near Portobello, 30 kilometers to the 
east, are reditus. At the eastern end the type locality at Permé is 
barely within the range, since skins from Puerto Obaldia, about 
15 kilometers farther east, are intermediate toward schottii, which 
is the race found on the coast at Acandi, Chocd, Colombia, 25 kilo- 
meters beyond Puerto Obaldia. 


THRYOTHORUS NIGRICAPILLUS SCHOTTII (Baird) 


Thryophilus schottii Baird, Review of American birds in the Museum of the 
Smithsonian Institution, vol. 1, August 1864, p. 123 (in Key) ; September 
1864, p. 133. (Rio Truand6é, Choco, Colombia.) 


Thryophilus nigricapillus connectens Chapman, Bull. Amer. Mus. Nat. Hist., 
vol. 31, July 23, 1912, p. 157. (Cocal, 5,000 feet elevation, Cauca, Colombia.) 
Characters.—White of throat and foreneck extending down over 
breast, sides, and center of upper abdomen; lower surface heavily 
barred with black, in typical form the bars covering the throat, but 
in intermediate stage the throat partly or wholly plain. 

Measurements.—Males (16 specimens), wing 64.0-66.9 (67.3), tail 
44.6-51.6 (48.2), culmen from base 19.5-21.5 (20.4), tarsus 24.4-26.8 
(25.4) mm. 

Females (10 specimens), wing 59.9-65.6 (63.0), tail 43.0-47.8 
(45.6), culmen from base 19.0-20.8 (19.6), tarsus 23.0-25.0 (24.1) 
mm. 

Range.—Darién, eastern Panama, from the lower Rio Sambu 
(Jesusito), and the lower Rio Tuira (Cituro, on Rio Cupe) inland 
to 600 meters elevation near Cana, and south to the valley of the 
Rio Jaqué; continuing in Colombia throughout Chocd (from the 
Pacific coast across to Acandi on the Gulf of Uraba), and western 
Antioquia in the Atrato valley (Villa Artiaga), and western Valle 
(Buenaventura and San José), to western Cauca (Cocal) ; east into 
southern Bolivar in the upper Sint Valley (Socarré, Quebrada 
Salvajin), and northern Antioquia in the lower Cauca Valley (El 
Pescado), and the valley of the Rio Nechi (Regeneracion, El Real, 


22 SMITHSONIAN MISCELLANEOUS COLLECTIONS VOL. 139 


Hacienda Belén), crossing to the Rio Magdalena drainage on the 
Quebrada Enanea (Volador). 

Remarks.—The typical form of this race, with the throat and fore- 
neck distinctly barred with black, is found mainly in the Choco. In 
southwestern Colombia, through western Cauca, the throat barring 
disappears, and in Narifio the breast appears whiter as the barring 
on this area is reduced. The birds of this region are intergrades of 
unstable character between schottii and nigricapillus. The influence 
of the reditus style of markings produces similar intergrades on the 
opposite side of the range, beginning in northern Chocé at Acandi on 
the Gulf of Uraba, and extending across to the upper Sint Valley 
and the lower Nechi. Specimens from this area are identical in appear- 
ance with those of western Cauca which Chapman named connectens. 
Under these circumstances there is no basis for recognition of such a 
race, as the supposed characters, unstable at best, are duplicated on 
the opposite side of the population of typical schotiu. The birds 
described are allocated as intermediates to schottti, except for those 
of Narifio which are placed best with typical nigricapillus. 


THRYOTHORUS NIGRICAPILLUS NIGRICAPILLUS Sclater 
Thryothorus nigricapillus Sclater, Proc. Zool. Soc. London, pt. 28, May 1860, 
p. 84. (Nanegal, 4,000 feet elevation, Ecuador.) 

Characters —Similar to T. n. schottti, but averaging lighter brown 
on back, flanks, and under tail coverts ; throat, foreneck, and center of 
upper breast immaculate, with the barring reduced on the sides. 

Measurements.—Males (13 specimens), wing 62.6-67.1 (65.1), tail 
44.2-50.8 (48.1), culmen from base 19.1-20.9 (20.1), tarsus 24.0-25.5 
(24.6) mm. 

Females (6 specimens), wing 63.9-66.8 (65.5), tail 46.6-50.7 
(48.7), culmen from base 19.2-21.6 (20.0), tarsus 23.0-25.3 (24.2) 
mm. 

Range.—lrom western Narifio (intermediate) in Colombia south 
through the tropical zone of western Ecuador, nearly to the boundary 
with Pert. 

Remarks.—As indicated under schottiu, specimens from Narifio are 
intermediate. 


Family MimipaE: Mockingbirds, Thrashers 
DUMETELLA CAROLINENSIS (Linnaeus): Catbird, Pajaro Gato 


Muscicapa carolinensis Linnaeus, Systema naturae, ed. 12, vol. 1, 1766, p. 328. 
(Virginia. ) 


Three were noted, and one female was collected. 


NO. 2 BIRDS OF ISLA ESCUDO DE VERAGUAS—WETMORE 23 


Family PAruLIDAE: Wood Warblers 
DENDROICA PETECHIA ERITHACHORIDES Baird: Golden Warbler, 
Canario Manglero 


Dendroica erihtachorides (= erithachorides, typographical error, corrected in 
index) Baird, Report of explorations and surveys ... for a railroad from 
the Mississippi River to the Pacific Ocean, vol. 9, pt. 2, Birds, 1858, pp. 283, 
976. (Cartagena, Colombia.) 

These warblers (fig. 3) were found scattered through the taller 
trees where they were fairly common, though each of the four taken 
appeared to be alone. It should be noted that on Escudo they were not 
restricted to the limited growths of mangroves found near the sea, as 
is the case on the mainland, but ranged throughout the forest growth, 
as appears to be the regular habit of this warbler when found on small 
islands. On the present island they ranked third in abundance among 
the smaller land birds. The four taken include three adult males which 
are similar to a small series from the shores of Almirante Bay on the 
nearby mainland. A female that had just begun the molt from the 
gray juvenile dress to the yellow adult plumage had the skull fully 
ossified, indication that this character as a criterion of age is not re- 
liable in tropical areas, where the life cycle of an individual bird is not 
necessarily arranged on a calendar year basis. 

The series from Escudo and from Almirante Bay agree fully with 
type material of this race, which is interesting since specimens from 
Limon, Costa Rica, about too kilometers to the north, are Dendroica 
p. bryanit. 


Family THRAUPIDAE: Tanagers 
THRAUPIS VIRENS (Linnaeus): Blue-gray Tanager, Azulejo 
Loxia virens Linnaeus, Systema naturae, ed. 12, vol. 1, 1766, p. 303. (Surinam.) 
Blue-gray tanagers were fairly common in the taller trees, a num- 
ber being seen and three collected. It has been unexpected to find that 
they are so different from the widely distributed race of the mainland 
that they merit description as an additional subspecies. 


THRAUPIS VIRENS CAESITIA subsp. nov. 


Characters Similar to Thraupis virens diaconus (Lesson)* but 
darker, particularly below; central lower surface nearly uniform in 
shade from throat to under tail coverts; sides definitely darker ; bill 
longer and heavier. 


3 Tanagra (Aglaia) diaconus Lesson, Rev. Zool., June 1842, p. 175. (Realejo, 
Nicaragua. ) 


24 


SMITHSONIAN MISCELLANEOUS COLLECTIONS 


Fic. 3—Golden warbler, Canario Manglero. 


VOL. 139 





NO. 2 BIRDS OF ISLA ESCUDO DE VERAGUAS—WETMORE 25 


Description—Type, U.S.N.M. No. 469168, female, Isla Escudo de 
Veraguas, Bocas del Toro, Panama, March 2, 1958, collected by 
Alexander Wetmore (original No. 22248). Crown mineral gray, with 
a faint wash of gnaphalium green, which is stronger on hindneck ; 
back and scapulars dull greenish glaucous-blue, changing to light 
glaucous-blue on rump; upper tail coverts bluish gray-green, washed 
with greenish glaucous-blue at tips; shoulder patch formed by lesser 
and middle coverts, grayish violaceous blue ; primaries and secondaries 
dusky neutral gray, with outer webs, except for the tips of the 
primaries, dull Venetian blue; outer webs of scapulars dark gobelin 
blue; central rectrices and outer webs of others dark gobelin blue, 
with inner webs of all but the central pair dark neutral gray ; median 
under surface between court gray and gnaphalium green, with center 
of abdomen faintly whitish; sides gnaphalium green; edge of wing 
glaucous-blue ; under wing coverts light gull gray to white. Bill dull 
black, except for a wash of hair brown toward base of gonys; tarsus, 
and toes dusky neutral gray (from dried skin). 

Measurements—Females (3 specimens), wing 87.5-90.1 (88.4), 
tail 60.1-62.8 (62.3), culmen from base 16.4-18.0 (17.1), tarsus 20.4- 
20.7 (20.6) mm. 

Type, female, wing 90.1, tail 62.8, culmen from base 18.0, tarsus 
20.4 mm. 

Range.—Isla Escudo de Veraguas, at sea off the base of the 
Valiente Peninsula, Bocas del Toro, Panama. 

Remarks.—The fact that this widely distributed tanager was repre- 
sented by a distinct form on this small island was not detected until 
I began examination of specimens in the preparation of the present 
report. The three specimens, all females, were taken merely as a 
matter of routine during my visit. Comparison has been made with a 
series of recently collected skins, consisting of 15 females of Thraupis 
virens diaconus, and 21 of T. v. cana. In none of these is there dupli- 
cation of the characters on which the race caesitia is based. Attention 
was first drawn to the island form by the large bill, this measuring 
13.8 to 15.7 (14.6) mm. in the 15 diaconus, and 13.7 to 15.7 (14.7) 
mm, in the 21 cana. 

Hellmayr (1936, p. 214) expressed doubt as to the validity of the 
race diaconus, and recently Blake (1958, p. 566) has combined this 
form with cana. In comparing an extensive series taken throughout 
the range of the two subspecies in question I find, however, that while 
the two are similar in general, diaconus is darker on the back, and 
slightly duller blue on the rump, in addition to averaging somewhat 


26 SMITHSONIAN MISCELLANEOUS COLLECTIONS VOL. 139 


darker in color below. These characters hold in birds of Central 
America south through the Isthmus of Panama, with intergradation 
in extreme northwestern Colombia. In making comparison it is 
necessary to separate adult from immature birds, since the distinctions 
listed are masked when this is not done. I believe the confusion 
regarding the two races has been due to lack of understanding of this 
fact. 


The name given to the new race, in connection with its darker 
coloration, is from the Latin caesitius, meaning bluish. 


LITERATURE CITED 


ALpricH, Joun W. 

1937. Annotated list of birds, in Aldrich, J. W., and Bole, B. P., Jr., The 
birds and mammals of the western slope of the Azuero Peninsula 
[Republic of Panama]. Sci. Publ. Cleveland Mus. Nat. Hist., vol. 
7, pp. 27-130, Aug. 31. 

ANDERSON, C. L. G. 

tot. Old Panama and Castilla del Oro. Pp. i-xiv, 1-550, 7 maps, 35 pls. 

Washington. 
BLakeE, Emmet R. 

1958. Birds of Volcan de Chiriqui, Panama. Fieldiana: Zool., vol. 36, No. 

5, PP. 499-577, June 25. 
Boucarp, ADOLPHE. 

1878. On birds collected in Costa Rica. Proc. Zool. Soc. London, 1878, 

PP. 37-71, I pl. 
DAMPIER, WILLIAM. 

1697. A new voyage round the world, describing particularly, the Isthmus 
of America, several coasts and islands in the West Indies, the Isles 
of Cape Verd, the passage by Tierra del Fuego, the South Sea 
coasts of Chili, Peru and Mexico; the Isle of Guam one of the 
Ladrones, Mindanao, and other Philippine and East India islands 
near Cambodia, China, Formosa, Luconia, Celebes&c. New Hol- 
land, Sumatra, Nicobar Islands; the Cape of Good Hope and Saint 
Hellena. London, pp. (1-8), i-vi, 1-550, 5 maps. 

Haxtuyt, RIcHarp. 

1904. The principal navigations voyages traffiques & discoveries of the 
English nation made by sea or over-land to the remote and farthest 
distant quarters of the earth at any time within the compasse of 
these 1600 years. Vol. X, pp. 226-245. Glasgow. 

HELLMAYR, CHARLES E. 

1934. Catalogue of birds of the Americas and the adjacent islands. Field 
Mus. Nat. Hist., pt. 7, pp. i-vi, 1-531, Nov. 15. 

1936. Idem, pt. 9, pp. i-vi, 1-458, Oct. 6. 

Mortson, SAMUEL ELroT. 

1942. Admiral of the Ocean Sea, A life of Christopher Columbus. Vol. I, 
pp. i-xlvi, 1-448, 14 maps, 25 ills.; vol. 2, pp. i-viii, 1-445, 18 maps, 
2 illus. Boston. 


NO. 2 BIRDS OF ISLA ESCUDO DE VERAGUAS—WETMORE 27 


SALvIN, OSBERT. 
1867. On some collections of birds from Veragua. Proc. Zool. Soc. London, 
1867, pt. I, pp. 129-161, 1 pl., June. 
SALVIN, OsBERT, and GopMAN, FREDERICK DUCANE. 
1879-1904. Biologia Centrali-Americana, Aves, vol. 1 (text), pp. i-xliv, 
I-512. 
WeEtmMorE, ALEXANDER. 
1957. The birds of Isla Coiba, Panama. Smithsonian Misc. Coll., vol. 134, 
No. 9, pp. 1-105, 4 pls., 15 figs., July 8. 
ZIMMER, JOHN T. 
1955. Studies of Peruvian birds. No. 66, The swallows (Hirundinidae). 
Amer. Mus. Nov. No. 1723, pp. 1-35, Apr. 29. 


ie 


“ me 


Mi 





SMITHSONIAN MISCELLANEOUS COLLECTIONS VOLE Iso NO 2) (Pia 





1. Western end of Isla Escudo de Veraguas, from the south. 





2. Southern shore of eastern end of Isla Escudo de Veraguas. 








SMITHSONIAN MISCELLANEOUS COLLECTIONS 
VOLUME 139, NUMBER 3 


PUR THER OBSERVATIONS ON 
DISTRIBUTION, OF PATTERNS OF 
COAGULATION: OF (‘THE -HEMORYMPH 
INSINEOTROPIGAN INSECTS 


By 
CHARLES GREGOIRE 


Department of Biochemistry, Institut Léon Fredericq 
University of Liége, Belgium 





CITY OF WASHINGTON 


PUBLISHED BY THE SMITHSONIAN INSTITUTION 
AUGUST 18, 1959 


THE LORD BALTIMORE PRESS, INC. 
BALTIMORE, MD., U. S. A. 


FURTHER OBSERVATIONS ON DISTRIBUTION 
OR PADIERINS OF COACUEATION OF TEE 
HEMOLY MPH IN NEOTROPICAL 
INSECES: 


By CHARLES GREGOIRE 


Department of Biochemistry, Institut Léon Fredericq 
University of Liége, Belgiwm 


The present paper is a contribution to a long-term inquiry on dis- 
tribution of patterns of hemolymph coagulation in various arthropods, 
especially in insects. 

The reactions of the main elements involved in the process of co- 
agulation of the hemolymph—a category of unstable hyaline hemo- 
cytes (coagulocytes: Grégoire and Florkin, 1950) and the plasma— 
differ in various insects. These differences, appreciated by phase- 
contrast microscopy, have been classified into four patterns of micro- 
scopic pictures (Grégoire, 1951). 

The characters of these patterns may be described as follows: 

Pattern I. Inception of the plasma coagulation in the shape of 
islands of coagulation around the hyaline hemocytes.—Selective alter- 
ations in the unstable hyaline hemocytes (shrinkages of the cell body 
and occasionally of the nucleus, sudden expansions, bulging of blisters 
and of blebs) result in exudation or in explosive discharge of cell 
material into the surrounding fluid. Coagulation of the plasma starts 
in the shape of circular islands of granular consistency around the 
altered hyaline hemocytes. The islands of coagulation develop to a 
certain size; then their increase stops. At the beginning of the 
process, the islands are scattered and separated by fluid channels. 
When the coagulation proceeds farther, the plasma in these channels 
clots into a granular substance in which the islands preserve generally 
their original size and shape. 

The mechanism involved in pattern I is identical to one of the types 
of coagulation described by Hardy (1892), Tait (1rg10, 1911), Tait 
and Gunn (1918), Numanoi (1938), and Grégoire (1955b) in crus- 


1 This is No. 9 in a series of papers entitled “Blood Coagulation in Arthro- 
pods” published in various journals. 


SMITHSONIAN MISCELLANEOUS COLLECTIONS, VOL. 139, NO. 3 


2 SMITHSONIAN MISCELLANEOUS COLLECTIONS VOL. 139 


tacean blood, in which a special category of cells, the Hardy’s ex- 
plosive corpuscles, corresponding to the insect hyaline hemocytes or 
coagulocytes, plays a selective part in the inception of the coagulation 
of the plasma. 

Pattern II, Extrusion of cytoplasmic expansions by hyaline hemo- 
cytes, with development of cytoplasmic meshworks. Reaction in the 
plasma in the shape of veils—On contacting the glass, a category of 
fragile hyaline hemocytes undergoes alterations that differ from those 
characterizing pattern I. These corpuscles extrude threadlike cyto- 
plasmic expansions, sometimes of considerable length. These ex- 
pansions are highly adhesive to solid particles (dust, chitinous 
debris), other hemocytes, and physical interfaces (bubbles). These 
alterations result in formation of cytoplasmic meshworks of various 
complexity, on which the other kinds of hemocytes are passively 
agglutinated. 

The reaction in the plasma after these cellular changes occurs in 
the shape of transparent, elastic, and contractile veils, developed within 
the cytoplasmic systems built up by the hyaline hemocytes, or in their 
vicinity. 

In various insects the alterations in the unstable hemocytes are not 
followed by changes in the plasma, and the modifications of the 
hemolymph in vitro consist only of a cellular reaction. 

Pattern III, Patterns I and II combined.—Association of the re- 
actions taking place in patterns I and II characterizes the picture in 
pattern III. In the same film of hemolymph, hyaline hemocytes send 
out cytoplasmic expansions (pattern I1) while islands of coagulation 
(pattern I) appear around the body of these corpuscles. When they 
develop within the veils, which characterize the reaction in the plasma 
in pattern II, the islands form circular, denser areas centered by the 
altered unstable corpuscles. 

Pattern IV. No modification in the hyaline hemocytes, or altera- 
tions not followed by visible reaction in the plasma, in the optical con- 
ditions of phase-contrast microscopy.—lIn the pictures of this pattern, 
hemocytes resembling in their cytological characters the unstable 
corpuscles involved in the other patterns do not visibly alter. They 
appear as pale vesicles containing a few dark particles. In several 
insects, these corpuscles are the remnants of darker refractile, hyaline, 
frequently oenocytoid-like hemocytes, which undergo clarification 
after explosive discharge of a part of their cytoplasm. In the vicinity 
of these inert or altered hyaline hemocytes, no change can be detected 
under the phase-contrast microscope in the consistency of the plasma. 


NO. 3 HEMOLYMPH COAGULATION IN INSECTS 5 


Specimens from more than 1,000 species of insects and of other 
arthropods have already been tested about the pattern of coagulation 
of their hemolymph or blood (Grégoire, 1951, 1953, 1955a, b, 1957, 
unpublished observations on palearctic insects (1957-1958) ; Grégoire 
and Jolivet, 1957). Predominance of one of the patterns has been 
observed in several taxonomic groups. In other groups, owing to the 
scarcity of the data available, or to large variations in the results, the 
pattern representative of a species or of a group at a supraspecific 
level could not be established. 

The aim of the present study was to fill some gaps in the data. Four 
hundred Neotropical insects, belonging to 215 species, including 185 
species not yet investigated, were collected and studied during visits to 
Tingo Maria, Peru (Estacion Experimental Agricola), August 1956, 
and to the Smithsonian Institution’s tropical preserve on Barro Colo- 
rado Island (Canal Zone Biological Area), October 1956. 


MATERIAL AND METHODS 


The samples of hemolymph were mostly thin films prepared as soon 
as possible after capture. The hemolymph issuing from severed or 
punctured appendages (antennae, legs, wings, joints of the wing- 
cases) was placed immediately in contact with the edge of a cover 
glass lying on a slide and was allowed to spread out into films. 

A phase-contrast optical equipment WILD M/1o was used for the 
observations (see Grégoire, 1955a, p. 105, and 1957, pp. I and 3). 


RESULTS 


DISTRIBUTION OF THE PATTERNS OF COAGULATION OF THE HEMO- 
LYMPH IN INSECTS (TABLE I) 


Detailed descriptions of the four patterns of coagulation of the in- 
sect hemolymph, used in the present study, have been given elsewhere 
(Grégoire, 1955a, p. 104; 1957, pp. 4-6 and text figs. I-4). 

In the table, the names of the species are followed by the numbers 
of specimens studied (adults, unless otherwise stated) and by the 
patterns of coagulation provisionally found predominant or repre- 
sentative on the basis of the study of several samples of hemolymph 
obtained from these specimens. Incidental findings of other patterns 
are reported under “Comments.” 

In order to avoid duplication, the patterns recorded in the present 
study in 50 insects belonging to Neotropical species previously in- 
vestigated (Grégoire, 1957) are reported in the notes, preceded by 
the date “(1957).” 





4 SMITHSONIAN MISCELLANEOUS COLLECTIONS VOL. 139 


The patterns of coagulation have been represented in the table by 
the following symbols: 


@: pattern I: inception of the plasma coagulation in the shape of 
islands of coagulation around the unstable hyaline hemo- 
cytes. Various degrees of extension of the process in the 
films. 

©: pattern II: development of cytoplasmic meshworks by hyaline 
hemocytes. Reaction in the plasma in the shape of veils. 

©: pattern II incomplete: emission of cytoplasmic expansions, 
characterizing the reactions of the hyaline hemocytes in pat- 
tern II, but unaccompanied by formation of veils in the 
plasma. 

@): pattern III: patterns I and II combined. 

—: pattern IV: no visible coagulation by phase-contrast micros- 
copy. 

(): pattern incidentally or exceptionally recorded in limited fields 
of preparations exhibiting predominantly another pattern. 

(?): microscopical characters of a pattern not clear-cut or equivocal. 
Artifacts possibly involved. 


Other abbreviations used: sp., species; spm., specimen; T., speci- 
men captured and studied at Tingo Maria; B., specimen captured and 
studied on Barro Colorado Island. 

Gradations in the intensity of the reactions, especially with regard 
to pattern I, are indicated by the following symbols: I poor (scarce 
fringes of clotted plasma around a limited number of altered fragile 
hyaline hemocytes, without extension of the coagulation; I (scattered 
islands of coagulation of various sizes, with moderate coagulation of 
the fluid outside the islands) ; I*, I**, 1*** (islands around all the 
hyaline hemocytes, substantial and general coagulation of the film). 


NO. 3 HEMOLYMPH COAGULATION IN INSECTS 5 


TABLE 1.—Patierns of coagulation 


Patterns of 


coagulation 
representative 
Number of or predominant 
Material specimens in samples Comments 
Orthopteroid Complex 
DICTYOPTERA 
BLATTODEA ? # 
Periplaneta australasiae (Fabricius) 

(adulbiand larval CDs) 04 Jk ee 2 @ > 

Archimandrita tessellata Rehn (B.). 1 @ 
PHASMATIDAE * 
Pseudophasma menius Westwood & 

RCE EPUB ieee HOS Lael Wav Parr'ata aliens 6 I © 7 
Prisopus cerosus Westwood (B.)... 1 eS * 
Prisopus ariadne Hebard (B.)..... I ) uF 
3 ulidet.isp. (2 adults, 1 larva) (T.). 3 @ G25) aes) 

ORTHOPTERA 
PENTIGONIIDAE + 
Scudderia paronae (Griffini) (T.)... 1 ® 7 
Eupeucestes crassifolius (Haan) 9% 

ly eae cht accis sletera als Wiehe \annrargs 2 © res) 
Undet. larva (Phaneropterinae) 

DD aid aaa Ta ORD Va IU A I ® 
Acanthodes aquilina (Linnaeus) 

CIDE) Reret ere ett cman cease aa I 6 x 
Micracentrum: sp. ©, (B. \lea/sccwe se 33 I @ 

Neoxtphidion conocephalus saltator 
Goaussieey OUT) oe ie ealeitias I ge he 
Moncheca pretiosa (Walker) (T.).. 1 @ ih 
EUMASTACIDAE 
PGrOniaSia ees NOD.) sate < qaceess des, s 3 © 
GRYLLIDAE* 
Paragryllus temulentus Saussure 
Cee A sare ieee Meh ION, So coe I @ a 
GRYLLACRIDAE + 
Abelona salvini (Saussure and Pictet) 
eC ITA EPR Nice GRABS op au I @ 


1 Det. by Dr. C. Willemse. 

2 (Grégoire, 1957) Epilampra azteca Saussure (B.): I ***, 
L a ies Neoconocephalus affinis (P. de B.) 2 (B.): I (**); Caulopsis microprora He- 
‘bar Pisce Ls 


6 SMITHSONIAN MISCELLANEOUS COLLECTIONS VOL. 139 


TABLE 1.—Patterns of coagulation—continued 


Patterns of 
coagulation 
representative 
Number of or predominant 
Material specimens  insamples Comments 


ORTHOPTERA (continued) 
FROSCOPILDAE 
Apioscelis verrucosa Brunner Von 
Weattenwyl) OCT) aie) I 
ACRIDIDAE =+ 
Orphulella concinnula Walker (T.). 
Tetrataenia surinama (Linnaeus ) 
OS it es) pert Seccmnete eee eres 
Leptysma imsularis (Bruner) (T.).. 
Wind etespyn( Al BM As cals atu gees mie eee a 
Dicaearchus (gen. sp. nov.?) (T.).. 
Kegua crenulata.Stoll (B.) 2.2... 


DERMAPTERA ? 
PENG ASD Cleat: )is sftusuaiye. iabemraldied: > 2 


Hemipteroid Complex 


HEMIPTERA 
REDUVITDAE *6 
Saica meridionalis Fracken and 
PSIMOH (MESS ees ec ars Sims eiepeuete ee eee I -— 
Stenopoda cinerea Laporte (B.).... 


poor 


eS 


poor 


poor 
22k 


2K 
OK 


Se eH HW 


Ci") 


(O poor 
or @) 


= (@ °) 


ws 
| 


Rasahus sulcicollis (Serville) (B.).. 
Zelusisp:? (nymph) (Ps). cb 2 3 ss 
Zeus spat (nympi)e Cl Wisc daists sxe 
Castolus subinermis (Stal) (B.).... 
Moniuna lobaia'Stal (1.). 2% os 8b: 
Montna fjumosa (Stal) (T.) 2.025. 
Brontostoma notatum Stal (B.).... 
Doldina bicarinata Stal (T.)....... 
PYRRHOCORIDAE © 
Largus balieatus Stal (T.)......... 
Dysdercus incertus Distant (T.).... 12 a (S) 


Ss Se HN SS Se 


= 


4 (Grégoire, 1957) Copiocera specularis Gerstaecker: I; Osmilia flavolineata (de Geer, 
(T.): I poor; Xyleus rosulentus Stal, 3 larvae (T.): I (**); Schistocerca paranensis Bur 
meister CL poor: 

5 Det. by Dr. me Catz! 

6 (Grégoire, 1957) Saica apicalis Osborn and Drake (B.) : —; Zelurus spinidorsis (Gray, 
(B.): — (II poor or incomplete) ; Panstrongylus rufotuberculatus (Champion) (B.): — 
Panstrongylus geniculatus (Latreille), 3 spm. (B.): — (1 


NO. 3 HEMOLYMPH COAGULATION IN INSECTS 7 


TABLE 1.—Patterns of coagulation—continued 


Patterns of 


coagulation 
representative 
Number of or predominant 
Material specimens in samples Comments 
HEMIPTERA (continued) 
PYRRHOCORIDAE (continued) 
Dysdercus ruficeps (Perty) (T.)... 1 —_ (Se) 
Dysdercus sp.? (nymph) (T.)..... I -- 
COREIDAE® 
thine. decorata Stal (T.) ..... 432+ I -— 
Spartocera fusca (Thunberg) (T.). 1 —~ 
Plapigus foltaceatus (Blanchard) 
CODY C Clee ciel. dey wean ere 2 _— 
Anasa haglunds Stal (T.).......... I — 
Hypselonotus striatulus (Fabricius) 
LEA er SYS wie eae atahe dig wate ts I — 
Paryphes adelphus mutans Horvath 
CTE) Sore Nea ey, iets wo aiken. S I — 
Hyalymenus tarsatus (Fabricius) 
CER Riawoate woke aka sei BAe ied aigok i — 
Leptocorisa filiformis (Fabricius) 
(1S Ue URS AR a to ec NE PU ee PaO 2 — 
Zoreva dentipes (Fabricius) (T.)... 5 - Co) 
Zoreva spintfera Stal. (T,). 3.2.5 5. 2 -—— 
GELASTOCORIDAE® 
Nerthra peruviana (Montandon) 
CUE Nl Sissel aes iatal ss Save. oscar tiace.s ahs I -- CO) 
PENTATOMIDAE™ 
Symphylus deplanatus (Herrich- 
SACRO ails tlaiaes\'a cm aiatn migra I — 
Augocoris gomesti Burmeister (T.). I — 
Macropygium reticulare (Fabricius) 
Meveyaralaiteh ser lcitelealraileioest arse) stele) s 2 == 
Euschastus crenator (Fabricius) 
Reyes Ohne Miser ah Bem Le Ts ie) ica 950 2 —_ 
Euschistus sp.? (nymph) (T.)..... I — ( ?) 
Loxa picticornis Horvath (B.)..... I -~ 
ETEORIEEUS SPI Ess) secu ci u 2 aye erynre = I —_ 
Edessa .afiuis, Wallas (T.) .. 3.5.1 2 _- 
Edessa polymita Distant (B.)...... I _ 
Ba cssa.spe SEU Ce CLs aces aes es I -~ 
7 (Grégoire, 1957) Mecistorhinus piceus (Palisot de Beauvois) (T., B.), 2 spm.: —; 
tdessa rufomarginata De Geer, 4 spm. (B.): —; Acrosternum scutellatum Distant (T.): —; 


Veodine macraspis (Perty), (B.): —. 


8 SMITHSONIAN MISCELLANEOUS COLLECTIONS VOL. 139 


TABLE 1.—Patterns of coagulation—continued 


Patterns of 


coagulation 
representative 
Number of or predominant 
Material specimens in samples Comments 
HEMIPTERA (continued) 
PENTATOMIDAE (continued) 
dessa Spe (Ba) its iniete lea bie erie oe I a 
Fdessaispa: (oyimph) (Ls)... .8-o-. I — 
Bidessn spire Gaympl) (Cy cine I — 
MIRIDAE * 
Mimoncopeltus, n. sp. (T.).......- I — 
HOMOPTERA 
CICADIDATE = 
Carineta sp., near boliviana Distant 
A Gea DN oescreee aps ak ciaiiaNonaleiare Fe ete I @ 
FULGORIDAE*»?? 
Copidocephala ornanda (Distant) 

CBG yen des ciste se alse mies I & te 
Odontoptera sp. (CB iis. seein. ss sae: I @ ses: 
Diareusa annularis imitatrix (Ossia- 

UNitTSamy (GBS) frecnceancieyci ctsiaiecee sci I 2) a 
Gen. and sp. unknown (B.)....... i & + 

CL DAE ® 
Gen. and sp. unknown (B.) 0.0.05 i — (?) 
DICTVOPEAARIDAE * 
Nera florens Stal (Bi)... oc)s66 << a 2) a 
Taosa herbida (Walker) (B.)...... I @ . 
Gen. and sp. unknown (B.)........ I Cs] ree 
MEMBRACIDAE & 
Star Oleows spy DiC Tha) jee ase weet = oats I @ o 
CERCOPIDAE® 
Cephisus siccifolius Walker 9 (B.).. 1 @ oo 
AMOS Oops Tors (s)he eta ia elas 2 @ + 
Ai Gusta Eo: Ot Al Lin) aia ai, scsisin aie 2 © sok 
Homaspis sp. ae tis (1). .cieae ie eae I @ (@ ?) 
AROMAS PIS iS: tae 2c (W.)) sais see ss ahs I @ RK ( @) FRX) 
MOMS PIS ISD... 52 3) Pulled). «greta Oss 014 I @ Kei 
MOmaspis SD: EAs (UA) cies alee pier I @ he 
Momaspisison sess hE). ee eee I @ +F 
MOMS PIS Sv aE Geils e)) seem eee I @ ce 


8 Det. by Miss Louise M. Russell. 

9 Det. by Dr. D. A. Young; Diareusa by Dr. V. Lallemand. 

10 (Grégoire, 1957.) Nae elegans (Olivier), 2 spm. (B.): I ***; Cathedra serrate 
(Fabricius) (B.): 


NO. 3 HEMOLYMPH COAGULATION IN INSECTS 9 


TABLE 1.—Paiterns of coagulation—continued 


Patterns of 


coagulation 
representative 
Number of or predominant 
Material specimens in samples Comments 
TOMOPTERA (continued) 
CERCOPIDAE (continued) 
Monmaspes Span 7 96 Clo) wns. 3. 3s 2 @ ***(@)) 
MOMISPIS Sp: SEO oy CLs) 8. vad s oes I @) aa 
omasyis sp. 220 6 CB:). 2.256222. I ~~ (@ ?) 
CICADELLIDAE? 
Tettigellinae 
Diestostemma nigropunctata (Signo- 

BEE Me elise ticks eka ollclfolsioi'e «ats olde wose I @ **(@) 
Deestostemma:sp, -O CL...) sai. sie ys ss I 8 4k 
Baleja flavoguttata (Latreille) (B.) 1 ® re 
Spatmknow On) sepa esate ha anf, I @ 

Oncometopia sp. +: I, sex anomaly 
Ba Alsias Aree lic Ph) es Gallia stare ads I @ poor (@)) 
Oncometopia sp. #£2, normal? (T.). 1 — 
SpyeuniknOwan CB.) jars /-! .ieiatesslecs s 08s 6 @ 7 LO 
Wes MAAR E A Wee Mate fel cire 8/5. oy ol) dats) e\aseven we) s 
“Gypona”’ decorata Fowler (B.).... 2 @ poor 
Gypona atitlana Fowler (B.)....... I — (?);@ 
probable 
Gypona hebes Fowler (B.)........ 3 © poor to **; 
(@);— in 
I spm. 
ALGIERS IPM (1 a)ip Belarc 12: je) 536, 2%! sh. 0h ove 3 I ~ (?); dry spm. 
PORENESD Ua) e050 RGN, Licata 3 — (@ °) 
in I spm. 
Gyponana sp: Ga B2)\. 3. Assen eain « I @ probable. 
Negostana’ sp. sete (BSS o2bod cc I © 
Wegostana' sp. 422 9 (Biche. . fei 2 —(@ ?) @ probable 
PEATIDAE = 
Anormelis nigrolimbata (Fowler) 

CEP Tae aris Otis sixes eiaieie shea 8 — (@ poor) 
Flatormems sp. (2) (B.).......... 2 — (?) 
Paradascalia metvi (Distant) (B.).. 6 — (@ ?) 

ES SIDA? 
Oroneqia isos (CB)... bith gacretes pe I _ 


11 (Grégoire, 1957) Carthaeomorpha rufipes Melichar, 3 spm. (B.): I **; (—?) in 1 spm. 


IO SMITHSONIAN MISCELLANEOUS COLLECTIONS VOL. 139 


TasLe 1.—Patterns of coagulation—continued 


Patterns of 


coagulation 
representative 
Number of or predominant 
Material specimens  insamples Comments 
COLEOPTERA 
ADEPHAGA 
CARABIDAE * 
Hurpalinae sp.et (B.) 6s. se. ees I sas 
Fharpalinae sp. 32°(B.)\.. os os ese ss I — 
Harpalinae sp. 3£3.(B.) 656.2 ee I G 
WARE Spt e GE) oe sin oe erecta sek ao I O poor (—) 
Migr arspume 2 (B.) ssi is aislds selene I () (e) probable 
PACD IM IST Ala) id a's) 8 wleday a nie ane atare = Ve I — 
POLY PHAGA 
PASSALIDAE 1224 
Passalus (Neleus) interstitialis 
ESC lISChIc Es) verve etanelel aeaiiaye'= le inp I o— 
Vetwrins Sp. (QB. )\.'. derais/saeiciels «5 ais I — (@) 
SCARABAEIDAE * 
Coprinae (Scarabaeinae)** 
Cama sp. \(W.)ia's siclc lal lerals erereie'es I @ 
Uroxys gorgon Arrow (B.)......-. 2 = (a) 
Rutelinae ** 
Mesomerodon spinipenne Ohaus 
Ca pes oe eoceetine olay sls aoe ayia tava 2 ©) * 
Pelidnota chlorana Erichson (T.)... = 2 @) 
Anomala virescens Burmeister (T.). 2 (B) (Ss) 
Pigonala SSP. TCL) sacle ee ole eel ake ares 3 @) 
Dynastinae ** 3° 
Gen? near Bothynus: CU.)i.d..< atarereawe I O 
CEBRIONIDAE ** 
Zeta TKO WIISI( LE <))\s ceo she olaheyesedei= I 8 * 
ELATERIDAE 
Chalepleprdius ep iC Bi) so exe ose ayoyspues I © (@) 
SCMUIOTES ‘SP. CT: Dis aisrsse lets ciordieieqinteg I © 
LY CIDAE *% 
ME NILEST SDM Wea) ale pnts id tatiess te Allee aes tere I z (Os) 
LAMPYRIDAE 
POHAUS |S. MLS) os sats oie wale 0 spe me 2 ? 


12 Det. by G. Fagel. 

13 Det. by O. L. Cartwright. 

14 (Grégoire, 1957) Veturius platyrhinus Westwood (B.): — (III?). 
15 (Grégoire, 1957) Aspidolea singularis Bates (B.): II. 

16 Det. by T. J. Spilman. 

17 Det. by Dr. Ch. Jeuniaux. 


NO. 3 HEMOLYMPH COAGULATION IN INSECTS LE 


TaBLe 1.—Patterns of coagulation—continued 


Patterns of 


coagulation 
representative 
Number of or predominant 
Material specimens in samples Comments 
POLY PHAGA (continued) 
VIVE GY LIDAE A° 
Mekiomma spr CB: )). seks e6 6s «stn I @ or @ 
ENDOMYCHIDAE” 
Probably Amphiz sp. (T.)......... I Oo 
COCCINELLIDAE 7 
Bi palachaa: Sp (ls) (cies wher ale -nai'e!2ys 32) I — 
Monomeda marginata (Linnaeus) 
GUEE )Raiacve toy srcvenetavace siciettle pis.«: ates, ste I — 
PROLEYVLIDAE *° 
Erotylus, prob. spectrum Thomson 
CULE Rg ciate ses eiaiate' da erchare a el asen ale I @ (@ ?) 
Prob. Homoeotelus sp. (T.)......-. I 2 *, (@) probable 
Gent unknown (CEs) a. 6. beets cases I Co 
Gene naknowa (Dia si< 4. 5.sr0he.0'6 510: I oO 
TENEBRIONIDAE * 
Strongylium auratum Laporte (T).. 1 © probable 
MELOIDAE 
CERAMBYCIDAE* 
Prioninae 
Sienadontes Sp. (E.) as vias.i3 alg srenis I @ ae 
ymad es sp, (Wa) whe daceie lence oye wiera o's I & *KE(@) 
Lamiinae 
Pe swt POTS. (1D. Viajes :s cae «ss ones I 8 (@ ?) 
TOMES! MUD )iicia ain s).2 si l'aide a oe) I @ poor 
Oreodera glauca (Linnaeus) (B.).. 1 @ ¥r 
Acanthoderes bivitta White (B.)... 1 @) **(@). 
ihogocherus sp. S21) (Be) ce vcieien'« I @ ge 
MaGgOCherus Spi:FE2 (OB. ) p)ssieicert -s,« I @ kK 
Golabotea spe (CEs) a5 sess doce. a 506s I gS a 
Charoules spit (Es) 2385 ssie cases I e@© tok 
yaroudes Sp. se 2 CN \leineictiae oe eae I @ ee 


18 Det. by Dr. J. G. Rozen, 

19 Det. by Dr. J. G. Rozen. 

20 Det. by Dr. E. A. Chapin. 

21 Det. by T. J. Spilman. (Grégoire, 1957) Zophobas prob. atratus (Fabricius) (B.): 
III ** probable. 

22 Det. by T. J. Spilman. (Grégoire, 1957) Epicauta grammica (Fischer von Waldheim), 
Secum. (8.): 1 *** (IIT). 

23 Det. by George B. Vogt. (Grégoire, 1957) Taeniotes scalaris (Fabricius) (B.): I (III). 


I2 SMITHSONIAN MISCELLANEOUS COLLECTIONS VOL. 139 


TABLE 1.—Patterns of coagulation—continued 


Patterns of 


coagulation 
representative 
Number of or predominant 
Material specimens in samples Comments 
POLY PHAGA (continued) 
CHRYSOMELIDAE br. sense *4 
EUMOLPIDAE: poss. near Priono- 
LOPE Ses (Ho) teen gyno vie wien eMetseke I -— 

Chrysomelinae 

Woryenona sp. is) 2 dessa eid eo I — (a) 

Seal odesi( ey Spee ile) cca ee erect I (@) 

Gosmogramma isp) \(T.)) ss. hae ee ee I CS?) (—) 
Galerucinae 

Drab rotica spe Kis) 5 aioe) ve ielaele ee I ao 

VAM ME GOON SIO ily) cet ale ove ee Gleate eee I —— 
Alticinae 

Gedionychus sp. 420 (0). oo ess 2 _— 

Oedionychus sp.) Fe2(T))). ui a'ss's I — 
Hispinae 

Oediopalpis guerini Baly (B.)...... 2 — 
Cassidinae 

Cyclosoma tristis Boheman (T.).... I o— 

Echoma sp., prob. aulica Boheman 

CHa vale ele a coletave eiaue itebeeutio rs I 2 poor 

CURCULIONIDAE 

Wig Pactusisp! sek (ler ie ve es 4 — 

Naupactus sp. ge 2: (Us) cn. so 56s I — 

COM PSUSNSP hea) eve ee eee ee 3 — 

Pett Pits Spy. eT 1B. )ieus ain eu aco /ssaere I — 

Hiciipus sp. see (UBS) eo cue es te 2 — 

MiCiOINGSIUS SPig( D\. \is ac sieves Gets oe I — 


Panorpoid Complex 


NEUROPTERA-PLANNIPENNIA 
MANTIS PID A Ey 26, 24 
Climaciella semihyalina (Serville) 
GEER Che oie! aaivucie wiateueeatianets I = (@ ?) 


24 Det. by George B. Vogt. 

25 Det. by Miss Rose Ella Warner. (Grégoire, 1957) E-xophthalmus jekelianus (White), 
2 spm. (T., B.): —. 

26 Det. by Miss Sophy Parfin. 

27 (Grégoire, 1957) Mantispa phthisica Gerstaecker (B.): —. 


NO. 3 HEMOLYMPH COAGULATION IN INSECTS 13 


TaBLe 1.—Patterns of coagulation—continued 


Patterns of 

coagulation 
representative 
Number of or predominant 


Material 
YEUROPTERA-SIALODEA *8 
CORY DALIDAE 
Corydalus sp., near armatus Hagen 


CM oe Ae a cae 


FRICHOPTERA 
BY DROPSY CHIDAE ** 
Prob. Leptonemaisp: ¢(B.)s 2.8: 


EE PIDOPTERA 
VAD AE sp, Cadult 2? (Be... 
SAUNT AE sp. (atva) Ci... « 
MCI DAE sp. Carva)! (1.) ... -..- 


JIPTERA 
LARVAEV ORIDAE *° 
Ormiophasia bushkiu TNS. 


TY MENOPTERA 
ICHNEUMONIDAE * 
WNetela spe OB sob ooo eet 
FORMICIDAE 
Aelecaspyae i) 9) (Bi). 58s sevice fone 
Asteca spy se2 0 (Ba )isi iets tates seats: 
Pachycondyla crassinoda (Latreille) 
SCL SR uiccics, nach diutegs (lope ayn ete 
Dinoponera sp. (worker) (T.)..... 
Labidus coecus (Latreille) ¢ (B.).. 
VESPIDALE 25:2 
Poehymnenes, SpoCl..)'. vases os ees 
Polistes major weyraucht Bequaert 
(aN ea creer tera. MEM lui da « 
POMMPILIDAE *2° 


28 Det. by Dr. A. B. Gurney. 

29 Det. by W. D. Field. 

30 Det. by C. W. Sabrosky. 

31 Det. by Miss Luella M. Walkley. 


in samples 


O1O=| 


~@@ | | 


@ Oo 


Comments 


KK 


very poor (—) 


* 
poor or @ 


possibly @ 


#4 (©) 
possibly © 


82 Det. by Dr. M. R. Smith. (Grégoire, 1957) Paraponera clavata (Fabricius) ¢ (B.): 
[ **; Camponotus sericeiventris Guérin, br. sense, 4 workers (B.): possibly III. 


33 Det. by K. V. Krombein. 


34 (Grégoire, 1957) Polistes canadensis panamensis Holmgren, 4 spm. (B.): I. 


35 (Grégoire, 1957) Anoplius a-amethystinus (Fabricius) (B.): III. 


14 SMITHSONIAN MISCELLANEOUS COLLECTIONS 
TABLE 1.—Patterns of coagulation—concluded 
Patterns of 
coagulation 
representative 
Number of or predominant 
Material specimens in samples 
HYMENOPTERA (continued) 
SEH ECIDAE §8 
Sceliphron fistulare (Dahlbom) (B.). 1 B 
Stictia maculata (Fabricius) (B.).. 1 @ 
ODONATA 
AGRIONIDAE * 
Megaloprepus coeruleatus (Drury) 
EA eisai ans tienatal a tote eadatataubesitars I -- 
ARACHNIDA * 
Araneae 
THERAPHOSIDAE 
Eury (Brachypelma) sp. (B.)...... I _ 
THOMISIDAE 
Epicadus heterogaster (Guérin) 
Cees Ai Dieta dice anita abc.e Baier meletetalt I —_ 
OPRTLIONES * 
COSMMETID ES | Se 95 2 eho sslinss. sft sekanelererers I — 
PEDIPALPIDA ** 
Tarantula palmata barbadensis Po- 
COGIG MOIS! J Wie ulate slam isuttel pave eo oye I — 
TAO DEDAE =, 
Amblyomma humerale Koch § (B.). I —— 
86 Det. by Dr. A. B. Gurney. 
37 Det. by Dr. J. Cooreman. 
MICROSCOPY 


VOL. 139 


Comments 


2K 


The microscopical features of the reactions which characterize the 
coagulation of the hemolymph in several supraspecific groups of 
insects (Orthopteroid Complex, Heteroptera, Homoptera, Scara- 
baeidae, Cerambycidae, Hymenoptera, Lepidoptera) have been de- 
scribed elsewhere (Grégoire, 1955a, pp. 109, III, 115, 118, 123 ; 1957, 
pp. 7, 27, 28; Grégoire and Jolivet, 1957, pp. 28-33). They were also 
observed in the corresponding groups of the present material. A few 
particular reactions will be briefly mentioned below. 

Phasmoptera.—As repeatedly pointed out (Grégoire, 1951, 1955a, 
1957; Grégoire and Jolivet, 1957) the various categories of hemocytes 
are passively embedded in the coagulum initiated by the alterations 


NO. 3 HEMOLYMPIL COAGULATION IN INSECTS 15 


in the fragile hyaline hemocytes or coagulocytes. Modifications of the 
plasma induced around the former corpuscles are exceptional. Such 
modifications, recorded previously in two specimens of Neotropical 
stick insects (Grégoire, 1957, p. 7), were observed in Prisopus cerosus 
(table 1) around macronucleocytes of small size (stem cells), sec- 
ondarily to the typical formation of islands of coagulation around 
the unstable hyaline hemocytes. 

Heteroptera——Granular precipitates, unrelated to the presence of 
hemocytes in the vicinity, recorded previously in the same group of 
insects, were observed in the present material in Montina lobata, 
Saica apicalis (Reduviidae), Macropygium reticulare, 3 species of 
Edessa (Pentatomidae), Anasa haglundi, Zoreva dentipes (Coreidae). 
A tentative interpretation of these occasional findings has been given 
elsewhere (Grégoire, 1957, p. 7). 

Coleoptera—The sequence in the alterations in the fragile hemo- 
cytes and in the plasma, characterizing pattern III (see Grégoire, 1957, 
p. 2 and text fig. 3), appeared with great clarity in the two specimens 
of Elateridae mentioned in table I. 

In the samples of hemolymph from Compsus sp., Heilipus sp., 
Exophthalmus jekelianus (Curculionidae), characterized, as shown in 
the table, by the absence of detectable alteration in the plasma, in the 
conditions of phase-contrast microscopy, a category of highly labile 
hemocytes, unrelated to the unstable hyaline hemocytes, underwent 
considerable modifications in their shape: immediately upon with- 
drawal and spreading out into films of the hemolymph, these hemo- 
cytes appeared spindle-shaped, with two straight expansions on both 
sides of the cell body. The expansions became progressively flexuous 
and exhibited continuous trepidations and jerks. They reached great 
lengths, bent suddenly at right angles, and sent out lateral ramifica- 
tions in various directions. Simultaneous development of such changes 
in neighboring hemocytes resulted in constitution of loose meshworks 
in wide areas of the preparations. Similar labile hemocytes have been 
reported in African weevils (Grégoire and Jolivet, 1957, p. 32) and 
in Diptera by Grégoire (1955a) and Jones (1956). In the present 
material they appeared in Ormuophasia bushkui (Diptera). 

Much smaller bipolar corpuscles, of unknown origin, unrelated to 
the labile elements described above, developed similar modifications. 
A detailed study of these corpuscles will be reported later. 

Arachnida. Araneae—In Epicadus and in Eurypelma, a category 
of hemocytes with coarse refractile granules scattered in their cyto- 
plasm and highly sensitive to foreign surfaces underwent disintegra- 
tion immediately upon shedding of the blood, in contrast to other 


16 SMITHSONIAN MISCELLANEOUS COLLECTIONS VOL. 139 


categories of more resistant blood cells, such as macronucleocytes of 
small size (stem cells) and other kinds of granular hemocytes. A 
similar “differential sensitiveness’” has been formerly observed in 
extensive material of spiders (see Grégoire, 1955b). 


DISCUSSION 


DISTRIBUTION OF THE PATTERNS OF COAGULATION IN THE VARIOUS 
TAXONOMIC CATEGORIES OF INSECTS 


Detailed accounts on the relationships between pattern of coagula- 
tion of the hemolymph and taxonomic category have been given in 
previous papers (Grégoire 1955a, pp. 132-137; 1957, pp. 28-32; 
Grégoire and Jolivet, 1957, pp. 34-37). In this respect, the informa- 
tion obtained in the present material supports our former conclusions. 
With one exception (Carthaeomorpha rufipes, see below), the pattern 
detected in the samples of hemolymph collected in the present study 
(table, notes) from 50 specimens belonging to 30 neotropical species 
already investigated (1957), were identical to those recorded pre- 
viously. 


1. Orthopteroid Complex. 


That broad group constitutes a highly homogeneous category with 
regard to the pattern consistently recorded at the specific and at the 
supraspecific levels. 


2. Hemipteroid Complex. 


Hemiptera.—With the exception of Nepidae and Belostomatidae, 
studied previously (Grégoire, 1955a; Grégoire and Jolivet, 1957), 
all the specimens from 14 other families of Hemiptera investigated, 
including Reduviidae, Pyrrhocoridae (see 1955a), Coreidae, Gelasto- 
coridae, Pentatomidae, Miridae of the present (38 species) and of 
former materials, exhibited consistently the pattern IV. 

Homoptera.—The present material includes 41 species not investi- 
gated previously (Grégoire, 1955a, p. 110; 1957, pp. 15 and 16). 
Pattern I was predominant in Cicadidae, Fulgoridae, Dictyopharidae, 
Cercopidae, Cicadellidae, and was recorded in the only specimen of 
Membracidae captured, a family not yet investigated. In a few 
Cercopidae (see also 1955a, p. 110) and Cicadellidae, pattern I was 
associated with pattern II (= pattern III). 

A substantial coagulation of the hemolymph, developing rapidly, 
sometimes instantaneously, characterized these families, with the 


NO. 3 HEMOLYMPH COAGULATION IN INSECTS L7 


exception of Cicadellidae, and was especially conspicuous in 
Fulgoridae. 

In Cicadellidae, the amount of clotted material varied greatly and 
appeared scarcer than in the other groups listed above. 

Pattern IV was observed in the samples of Cixiidae, Flatidae, and 
Issidae. However, in Flatidae, pattern I was found in Carthaeomorpha 
rufipes (table, note 11), a species in which pattern IV had been 
recorded previously in the only specimen available (Grégoire, 1957, 
p. 16). Pattern I appeared also incidentally in Anormelis mgrolim- 
bata and in Paradascalia nietvi. Pattern IV, observed to occur pre- 
dominantly in the few samples examined till now, is then questionable 
as being representative of Flatidae, a family which requires further 
investigation. 


3. Coleoptera. 


The patterns predominant or representative in several groups 
formerly investigated were seen again in the present material: pat- 
tern II in Scarabaeidae (Rutelinae, Dynastinae), pattern III in 
Elateridae and in Tenebrionidae, pattern I in Meloidae (note 22), 
Cerambycidae (very substantial coagulation), pattern IV in Cur- 
culionidae. 

Pattern I, alone or associated with pattern II (= pattern III) was 
recorded in specimens of Cebrionidae and of Lymexylidae, two fami- 
lies not represented in our former data. 

In the other groups listed in the table, scarcity in the material, large 
variations at the individual, specific, and generic levels, already noticed 
previously, do not permit conclusions about the pattern predominant 
or representative of these groups. 

In this and in former studies (Grégoire, 1957, p. 22; Grégoire and 
Jolivet, 1957, pp. 22 and 23), absence or scarcity in clotting substances 
was observed in several specimens of Eumolpidae and of Cassidinae. 

In the present material, pattern III was recorded in one (Stilodes) 
out of 3 specimens of Chrysomelidae s.s., a family involving genera 
with obviously predominant patterns (see 1955, p. 114: Chrysolina, 
7 species: patterns I and III; Timarcha, 5 species: patterns I and 
TU), 


4. Panorpoid Complex. 


The present results are in agreement with former data with regard 
to Mantispidae (pattern IV: see Grégoire, 1957, p. 23), Sialodea: 
Corydalus sp. (pattern I, instantaneous reaction: see 1955a, p. I15: 


18 SMITHSONIAN MISCELLANEOUS COLLECTIONS VOL. 139 


Sialis flavilatera L.) ; Trichoptera: Leptonema (pattern I: see 1955a, 
p. 116: Limnophilidae sp. and Anabolia nervosa Leach) ; larvae of 
Lepidoptera (pattern IT, see 1955a, pp. 116-118; 1957, p. 23; Grégoire 
and Jolivet, 1957, p. 25), and adult Diptera (Ormiophasia bushku: 
pattern IV, see Grégoire, 1955a, p. 121). 

As already pointed out, pattern I frequently characterizes insects 
belonging to relatively archaic orders (Plecoptera, see 1955a, p. 107; 
Megaloptera, 1955a, p. 115). 


5. Hymenoptera. 


Patterns I and III are representative in several families of this 
order (Grégoire, 1955, pp. 122-123; 1957, pp. 24-26; Grégoire and 
Jolivet, 1957, p. 25). However, individual and specific variations may 
mask the representative pattern of the genus or of the family when 
only limited material is available. 

In the present (note 32) and previous materials (1957, p. 24) of 
Formicidae, a substantial pattern I characterizes the genus Paraponera. 
Patterns I and III were also recorded, though not consistently, in 
several specimens of the genus Camponotus (1955a, p. 123; 1957, 
p. 24; Grégoire and Jolivet, 1957, p. 25). 

On the other hand, no coagulation could be observed (pattern IV) 
in seven females of Azteca sp., from which the films of hemolymph 
were collected and prepared without interference of any artifact. 

The present observations on Vespidae (note 34), Pompilidae 
(note 35) and Sphecidae are in agreement with those made previously 
(pattern I and/or III: 1955a, p. 123; 1957, pp. 25-26). 


6. Odonata. 


As in former studies (1955a, p. 107; 1957, p. 26), pattern IV was 
recorded in the only (adult) specimen of this order collected in the 
present material. 


7. Arachnida. 


Coagulation of the blood was not detected in the present and 
former specimens of Pedipalpa, Ixodidae (1955b, pp. 497-498). 
Pattern IV was also recorded, in this and in previous studies, in 
specimens of Opiliones and of Brachypelma (Theraphosidae, 
Araneae), while other specimens of the latter genus exhibited pat- 
tern II, sometimes substantial, sometimes incomplete (see 1955), 


p. 495). 


NO. 3 HEMOLYMPH COAGULATION IN INSECTS 19 


ON THE DISPARITIES IN THE REACTIONS OF COAGULATION OF THE 
HEMOLYMPH RECORDED AT THE SUPRASPECIFIC, SPECIFIC, 
AND INDIVIDUAL LEVELS 


1. In contrast to the taxonomic categories characterized by a pat- 
tern of coagulation representative or predominant, other groups, 
especially Carabidae (Grégoire, 1955a, p. 111; 1957, p. 16; Grégoire 
and Jolivet, 1957, p. 12), exhibit such variations that, in spite of 
increased samplings, a representative pattern did not appear clearly 
in these groups at the family level, but provisionally at the generic 
or specific levels. 

In that respect, incidental coincidences may be deceptive and sug- 
gest erroneously that a pattern is characteristic of a genus, when it 
may actually represent an incidental failure of the true pattern to 
appear with all its particularities in a set of specimens being pro- 
visionally, at the time of capture, in similar abnormal conditions. For 
instance, in three specimens belonging to three different species of the 
genus Agra (Carabidae), pattern II, incomplete in two of these speci- 
mens, was predominantly observed in the present study, while 
formerly, in three other species of the same genus, pattern I had 
been consistently found (Grégoire, 1957, p. 16). Pattern III, possibly 
dissociated in the individual samplings into its two components 
(patterns I and II), might be the representative pattern of the genus 
Agra. Other examples are furnished in Hymenoptera in the genera 
Eciton (1957, p. 24) and Azteca (table), in which the predominant 
patterns are possibly not the actual ones. 

In families such as Lycidae, Lampyridae, Coccinellidae, Chryso- 
melidae (Cosmogramma), and Cassidinae (Cyclostoma), the observa- 
tions were handicapped by the presence in the hemolymph of particles 
floating in considerable numbers, a finding already noticed (1955a, 
p. 106; 1957, p. 27; Grégoire and Jolivet, 1957, p. 30). 

2. Divergences at the specific or individual level recorded in genera 
characterized by a pattern predominant or representative, appear, for 
instance, in specimens of Cicadellidae. However, the pattern char- 
acterizing the group was found incidentally in the samples (see under 
comments in the table). 

At the individual level, pictures of another pattern were recorded 
incidentally in limited fields of preparations exhibiting a predominant 
pattern (Reduviidae: Stenopoda, Rasahus, Dysdercus; see also 1955a, 
p. 109; 1957, p. 13; Grégoire and Jolivet, 1957, pp. 10-11). 

Tentative interpretation of these divergences have been presented 
elsewhere (1955a, pp. III, 124, 126; 1957, discussion; Grégoire and 


20 SMITHSONIAN MISCELLANEOUS COLLECTIONS VOL. 139 


Jolivet, pp. 36 and 37). Artifacts of preparation are responsible for 
a part of the pictures recorded. Nutritional balance of the specimens 
at the time of capture, seasonal and pathological conditions, able to 
alter the sensitivity of the unstable hemocytes or the amounts of the 
coagulable substances in the hemolymph, are among the factors which 
might explain these discrepancies: change in the pattern of coagula- 
tion has been observed in infected insects belonging to species or to 
groups characterized in their normal conditions by another pattern 
(Acrididae, Dermaptera, Cerambycidae) (see Grégoire and Jolivet, 
1957, p. 36). Similarly, in a specimen of Gypona hebes from the pres- 
ent material, exhibiting pattern IV (table, comments), the unstable 
hemocytes responsible for the inception of the coagulation contained 
unusual coarse granules, absent in the other normal specimens in 
which the pattern representative of the group was observed. 

The present results support former conclusions (1957, p. 30) that 
the patterns of coagulation are not individual particularities, but 
rather characterize species, more frequently supraspecific categories. 


DIVERGENCES BETWEEN NEOTROPICAL MATERIAL AND INSECTS FROM 
THE OLD WORLD 


In 10 specimens belonging to 6 species of Neotropical Passalidae 
(1957, p. 18, and here, table 1), pattern I was recorded exceptionally 
in one sample from a single species, while this pattern, unmixed or 
associated with pattern II (= pattern III), appeared in the 5 African 
species (25 specimens) available (Grégoire and Jolivet, 1957). 

Pattern I, absent from the samples of Neotropical Coprinae (4 spe- 
cies, 8 specimens), was found, alone or associated with pattern II 

= pattern III), in 12 (29 specimens) out of 17 African species 
examined (Grégoire and Jolivet, 1957), and was questionable in three 
other species (5 specimens). 

These data might suggest the possibility of discrepancies, with 
regard to these two families, between Neotropical and Old World 
material. However, as already pointed out (Grégoire, 1957, p. 32), 
large individual variations characterize these families, especially 
Passalidae. Numerous samplings from insects of both origines, and 
belonging to genera and species more closely related than those 
available, are required before any conclusion might be drawn about 
the existence of such discrepancies. 


SUMMARY 


1. Coagulation of the hemolymph from 400 (mostly adult) speci- 
mens, belonging to 215 Neotropical species of insects, and including 


NO. 3 HEMOLYMPH COAGULATION IN INSECTS 21 


185 species not yet investigated, has been observed on films in vitro 
by phase-contrast microscopy. In that material, the pattern of coagu- 
lation predominant in the samples or representative for the species 
or for the supraspecific taxonomic category has been recorded. 

2. The material contained insects from 14 families poorly (Dictyo- 
pharidae, Cercopidae, Cicadellidae, Flatidae) or not (Gelastocoridae, 
Membracidae, Cixiidae, Issidae, Cebrionidae, Lymexylidae, Erotyli- 
dae, Hispidae, Corydalidae and Larvaevoridae) represented in pre- 
vious studies. 

3. Additional information obtained for the present paper was con- 
sistent with former data, with regard to the pattern predominant or 
representative, in the Orthopteroid Complex, in several families of 
Heteroptera (Reduviidae, Pyrrhocoridae, Coreidae, Pentatomidae, 
Miridae), of Homoptera (Cicadidae, Fulgoridae, Dictyopharidae, 
Cercopidae, Cicadellidae), of Coleoptera (Scarabaeidae, Elateridae, 
Tenebrionidae, Meloidae, Cerambycidae, Curculionidae), of Hymen- 
optera (Formicidae, Vespidae, Sphecidae). 

4. In the families not represented in former investigations, pat- 
tern I was recorded in specimens of Cebrionidae and of Lymexylidae 
(Coleoptera). 

5. Pattern I was also observed in specimens of Corydalidae (Sialo- 
dea) and of Hydropsychidae (Trichoptera), in agreement with pre- 
vious results on palearctic representatives belonging to these groups. 

6. Divergences in the reactions of coagulation observed in the 
present and in a former study between Neotropical and African 
Passalidae and Copridae (Coleoptera) require further investigations 
on more extensive material, owing to the large variations existing in 
these groups of insects. 

7. The reactions of the blood in vitro observed in five specimens of 
Arachnida (Araneae, Ixodidae, Opiliones, Pedipalpa) are briefly men- 
tioned in relation to previous results on more extensive material. 


ACKNOWLEDGMENTS 


I am grateful to Dr. Carl B. Koford, former resident naturalist of 
the Canal Zone Biological Area, for invaluable help in supplying me 
rapidly with adequate equipment. I also wish to express my thanks 
to Mrs. A. Gomez, administrative assistant at the station, who, as 
usual, was very cooperative in arranging for living accommodations 
in the Canal Zone. 

I am greatly indebted to Dr. Ing® Oswaldo Vargas Gonzales, 
head of the Seccién Entomologia de la Estacion Experimental Agri- 
cola en Tingo Maria (Peru), for authorization to carry on my work 


22 SMITHSONIAN MISCELLANEOUS COLLECTIONS VOL. 139 


in his department. I acknowledge with sincere appreciation the assist- 
ance of Dr. Ing® Matias Reyes Valdivieso for rapid and clever 
adjustment of my optical equipment to one of the microscopes of 
the department. 

I wish to thank Dr. Remington Kellogg, Director of the United 
States National Museum; Dr. Waldo L. Schmitt, former head curator 
of the department of zoology, for authorization to have the material 
determined in the Museum; and Dr. J. F. Gates Clarke, curator of 
the division of insects, for collecting and mailing the data. I also 
wish to express my gratitude to the following specialists for identifica- 
tion of the specimens: O. L. Cartwright, Dr. E. A. Chapin, Dr. J. 
Cooreman, G. Fagel, W. D. Field, Dr. A. B. Gurney, Dr. Ch. Jeuni- 
aux, K. V. Krombein, Dr. V. Lallemand, Dr. J. C. Lutz, Miss S. Par- 
fin, Dr. J. G. Rozen, Miss Louise M. Russell, C. W. Sabrosky, 
Dr. M. R. Smith, T. J. Spilman, George B. Vogt, Miss Luella L. 
Walkley, Miss Rose Ella Warner, Dr. C. Willemse, Dr. D. A. Young. 


REFERENCES 


Grécorre, CH. 

1951. Blood coagulation in arthropods. II. Phase-contrast microscopic 
observations on hemolymph coagulation in sixty-one species of 
insects. Blood, vol. 6, pp. 1173-11098. 

1953. Blood coagulation in arthropods. III. Reactions of insect hemolymph 
to coagulation inhibitors of vertebrate blood. Biol. Bull., vol. 104, 
PP. 372-393. 

1955a. Blood coagulation in arthropods. V. Studies on hemolymph coagu- 
lation in 420 species of insects. Arch. Biol., vol. 66, pp. 103-148. 

1955b. Blood coagulation in arthropods. VI. A study by phase-contrast 
microscopy of blood reactions in vitro in Onychophora and in 
various groups of arthropods. Arch. Biol., vol. 66, pp. 489-508. 

1957. Studies by phase-contrast microscopy on distribution of patterns of 
hemolymph coagulation in insects. Smithsonian Misc. Coll., vol. 
134, Pp. 1-35. 

GREGOIRE, CH., and FLorKin, M. 

1950. Blood coagulation in arthropods. I. The coagulation of insect blood, 
as studied with the phase-contrast microscope. Physiol. Comp. et 
Oecol., vol. 2, pp. 126-139. 

Grécorre, Cu., and JoLivet, P. 

1957. Coagulation du sang chez les arthropodes. VIII. Réactions du sang 
et de l’hémolymphe in vitro, étudiées chez 210 espéces d’arthropodes 
africains. Inst. Parcs Nat. Congo Belge. Expl. Parc Nat. Albert, 
sér. 2, fasc. 4, pp. 1-42. 

Harpy, W. B. 

1892. The blood corpuscles of the Crustacea, together with a suggestion as 

to the origin of the crustacean fibrin-ferment. Journ. Physiol., 


vol. 3, pp. 165-190. 


NO. 3 HEMOLYMPH COAGULATION IN INSECTS 23 


Jones, J. C. 
1956. The hemocytes of Sarcophaga bullata Parker. Journ. Morphol., vol. 
99, pp. 233-258. 
NuMANOI, H. 
1938. On crustacean blood coagulation. Japan. Journ. Zool., vol. 7, pp. 
613-641. 
sear 
1910. Crustacean blood coagulation as studied in the Arthrostraca. Quart. 
Journ, Exper. Physiol., vol. 3, pp. 1-20. 
1911. Types of crustacean blood coagulation. Journ. Mar. Biol. Assoc., 
vol. 9, pp. 191-108. 
Tait, J., and Gunn, J. D. 
1918. The blood of Astacus fluviatilis: a study in crustacean blood, with 
special reference to coagulation and phagocytosis. Quart. Journ. 
Exper. Physiol., vol. 12, pp. 35-80. 





SMITHSONIAN MISCELLANEOUS COLLECTIONS 
VOLUME 139, NUMBER 4 


A REVIEW OF THE GENUS HOPLOMYsS 
(THICK-SPINED RATS), WITH DESCRIP- 
TION OF A NEW FORM FROM ISLA 
ESCUDO DE VERAGUAS, PANAMA 


By 
CHARLES O. HANDLEY, JR. 
Associate Curator, Division of Mammals 


United States National Museum 
Smithsonian Institution 





(PUBLICATION 4380) 


CITY OF WASHINGTON 
PUBLISHED BY THE SMITHSONIAN INSTITUTION 
JULY 3, 1959 


THE LORD BALTIMORE PRESS, INC. 
BALTIMORE, MD., U. S. A. 


A REVIEW OF THE GENUS HOPLOMYS (THICK- 
SPINED RATS), WITH DESCRIPTION OF A 
NEW FORM FROM ISLA ESCUDO 
DE VERAGUAS, PANAMA 


By CHARLES O. HANDLEY, JR. 


Associate Curator, Division of Mammals 
United States National Museum 
Smithsonian Institution 


A specimen of the thick-spined rat, Hoplomys gymnurus Thomas, 
that Alexander Wetmore shot in a thicket on Isla Escudo de 
Veraguas on the morning of March 1, 1958, is probably the only 
mammal from this Caribbean island that is preserved in a museum. 
Other rats that Wetmore saw in coconut palms on the same day 
apparently were of another genus. No other mammals have been 
reported from this locality except feral hogs. Although Indians once 
lived on the island, human beings are now only transients there. 

Escudo de Veraguas is a low island, about 1 mile wide and 
2.5 miles long, in the Caribbean Sea, 11 miles off the base of the 
Valiente Peninsula, Province of Bocas del Toro, north coast of the 
Republic of Panama. Wetmore (Smithsonian Misc. Coll., vol. 139, 
No. 2, 1959) has given a detailed account of the history, geography, 
and zoological position of the island. 

Other echimyid genera, Diplomys and Proechimys, are known to 
occur on certain islands in the Gulf of Panama and elsewhere, but no 
insular populations of Hoplomys have been reported. The Escudo de 
Veraguas Hoplomys differs in so many respects from other known 
populations of the thick-spined rat that it has prompted a brief review 
of the genus. 

Many of the National Museum (US) specimens reported here were 
collected in cooperation with the Gorgas Memorial Laboratory, 
Panama. I express my thanks to Carl Johnson, director, and other 
members of the laboratory staff for numerous courtesies and assistance 
in fieldwork. Some of the specimens were collected by C. M. Keenan 
of the Army Preventive Medicine Survey Detachment, Ft. Clayton, 
Canal Zone. Richard Van Gelder kindly permitted the study of speci- 
mens in the American Museum of Natural History (AMNH), New 
York. 


SMITHSONIAN MISCELLANEOUS COLLECTIONS, VOL. 139, NO. 4 


A 
«J ¥! f \ 
mic i |i 


2 SMITHSONIAN MISCELLANEOUS COLLECTIONS VOL. 139 


Genus HOPLOMYS J. A. Allen 
1908. Hoplomys J. A. Allen, Bull. Amer. Mus. Nat. Hist., vol. 24, p. 649. 


Genotype.—Hoplomys truet J. A. Allen. 

Distribution—The genus has a limited distribution in Central 
America and northwestern South America. It is monotypic. Published 
records of collecting localities are mapped in figure 1. Hoplomys is 
known to occur at medium elevations (800-3,100 ft.) on the Caribbean 
slope of the highlands of Nicaragua and Costa Rica; near sea level 
on the Caribbean coast of Panama; at medium elevations (600-4,000 
ft.) on the Pacific slope of eastern Panama, Colombia, and Ecuador ; 
and near sea level in extreme southwestern Colombia and north- 
western Ecuador. The distribution of Hoplomys in South America 
appears to be limited by the Western Andes. J. A. Allen’s record for 
Puerto Valdivia on the Rio Cauca (Bull. Amer. Mus. Nat. Hist., 
vol. 35, p. 207, 1916) is erroneous (the specimen is a Proechimys). 
Proechimys cayennensis hoplomyoides Tate (Bull. Amer. Mus. Nat. 
Hist., vol. 76, p. 179, 1939) from Mt. Roraima, Venezuela, appears 
not to be a Hoplomys, although a relationship has been suggested 
(Moojen, Univ. Kansas Publ., Mus. Nat. Hist., vol. 1, p. 324, 1948). 

In the Caribbean lowlands of Panama, where Proechimys is abun- 
dant and Hoplomys seemingly rare, I have trapped individuals of 
both genera under the same log on successive nights. At medium alti- 
tudes in the mountains of Panama where Hoplomys is fairly common, 
Proechimys apparently does not occur. 

All the Hoplomys that I have collected in Panama were caught in 
banana-baited live traps under large decaying logs—in fairly open 
mature rain forest, in grassy clearings and adjacent streamside 
thickets, and in dense, hillside Heliconia thickets. Goldman (Smith- 
sonian Misc. Coll., vol. 69, No. 5, p. 124, 1920) found Hoplomys 
associated with fallen trees and rocks in Panamanian forests. 

Diagnosis ——Dorsum, flanks, and rump, in both adult and juvenile 
pelages, with spines 26 to 33 mm. in maximum length and 1.5 to 2.0 
mm. in maximum diameter, tending to obscure soft fur. Tail shorter 
than head and body, scaly, and sparsely haired. Ears scantily haired. 
Hind feet long and narrow; fifth toe scarcely longer than first; claws 
relatively straight, but claw of second toe slightly expanded. Skull 
prominently ridged, and supraorbital shelf beaded ; rostrum relatively 
broad at tip ; auditory bullae relatively small; and infraorbital foramen 
without subsidiary canal on floor, and with external wall thin in 
lateral view. Cheek teeth with oblique folds; counterfold formula 


normally 4/4-4/4-4/4-4/4, rarely 4/4-4/3-4/3-4/3. 


NO. 4 HOPLOMYS (THICK-SPINED RATS )—-HANDLEY 3 


V aviation Specimens of Hoplomys have never before been availa- 
ble in series. Fourteen specimens, seven of which are adult, recently 
collected on Cerro Azul, Panama, now permit a fairly good estimate 


RiO COCO 

BIJAGUA 

SAVALA GATUN 
RfO INDIO 
FT. SHERMAN 
CERRO AZUL 
RiO CANGANDI” 
CANA 
MT. TACARCUNA 


SUERRE 
STA. TERESA 
PERALTA 


ESCUDO DE VERAGUAS 


ALTO BONITO 
BAGADO 
RIO TAMANA. 


LA GUAYACANA 
BARBACOAS 


BUENAVISTA 
SAN JAVIER 
CACHABI- 





Fic. 1.—Distribution of Hoplomys gymnurus. All known specimen localities 
are indicated. 


of individual variation in the genus. Eleven specimens from Darien 
and nine from the Canal Zone, are also helpful. In addition, random 
series of up to 75 specimens per sample of the closely related 
Proechimys semispinosus have been used to evaluate the variations 
seen in the smaller series of Hoplomys. 


4 SMITHSONIAN MISCELLANEOUS COLLECTIONS VOL. 139 


Size, flatness, and ridging of the skull increase with advancing age 
in Hoplomys and Proechimys. Tooth wear appears to be a reliable 
criterion of age. Full adult pelage usually is attained after M3 appears 
and before it becomes functional. Only juvenile and adult pelages have 
been distinguished. Specimens in which all cheek teeth are functional 
are considered to be adults. Generally, the largest, flattest, most 
heavily ridged skulls have the most worn teeth. Apparently these 
rodents continue to grow after all teeth are functional. Thus, there 
is considerable size spread among adult skulls. For this reason only 
maximum and minimum figures are given in the table of measurements 
(p. 6). 

Body sizes appear to be uniform throughout the mainland range 
of the species, but larger on Escudo de Veraguas. The skull is narrow 
in the south—Ecuador, Colombia, and Darién—somewhat broader 
in central Panama, Costa Rica, and Nicaragua, and broadest of all 
on Escudo de Veraguas. Likewise the nasals and cheek teeth are 
smaller in the southern populations. Size of the auditory bullae 
increases northward from Ecuador to Nicaragua, but the bullae are 
largest and most inflated anterolaterally in the Escudo specimen. 
Several features of the zygomatic arches vary geographically. The 
maxillary roots of the zygomata flare less widely and less perpendicu- 
larly from the longitudinal axis of the skull (so that the zygomata are 
more convergent anteriorly) from the Canal Zone southward than 
they do in the north. From Cerro Azul southward the maxillary roots 
tend to flare up, away from the ventral plane of the skull, rather than 
paralleling that plane as they do in the north. The jugal has a hooklike 
posteroventral process in most Canal Zone and Cerru Azul specimens, 
but not in others. Most of the specimens from Ecuador, Colombia, 
and Darién, and a smaller percentage of the central Panamanian 
specimens have a small conical projection on the dorsal edge of the 
zygoma at the jugal-squamosal suture. I failed to check this character 
in the Costa Rican and Nicaraguan specimens. There is hardly a 
trace of it in the Escudo individual. The nasals, broad and posteriorly 
truncate in the island specimen, are usually narrower and posteriorly 
acute in mainland populations. 

Among mainland populations of Hoplomys flatness and ridging of 
the skulls of mature individuals are similar to these features in mature 
individuals of Proechimys semispinosus. None of the available 
Hoplomys or Proechimys closely approaches the Escudo specimen in 
flatness or ridging, despite the fact that the island specimen, judged 
by tooth wear, is a prime adult, not as old as many individuals with 


NO. 4 HOPLOMYS (THICK-SPINED RATS )—-HANDLEY 5 


which it was compared. The degree of reduction of dorsal doming and 
ventral depression of the brain case of the Escudo specimen is reflected 
in the convergence of greatest and condylobasal lengths of the skull, 
and in the more posteriorly oriented (as opposed to ventrally 
oriented) foramen magnum. 

The thick spines that distinguish Hoplomys are longest and 
strongest just behind the shoulders on the upper midback, from 
which point they diminish in size in all directions. The spines possibly 
vary geographically in size. They appear to be longer and stronger 
toward the southern part of the range of Hoplomys. The Escudo 
specimen, although it is larger than any other, has the smallest and 
weakest spines. Maximum spine length varies as follows (mean, 
followed by extremes): 6 Ecuador 29 mm. (28-31), 4 Darién 30 
(28-33), 11 Cerro: Azul 28) (26-29), 5 Canal Zone’ 28 (27-30), 
1 Escudo de Veraguas 26. 

Coloration of the spines is individually variable. All specimens 
have all spines proximally white and distally colored. The tips of those 
of the dorsum are always black, but the flank spines usually are tinged 
with orange or banded with orange and black distally. Occasionally 
the flank spines are colored like the dorsal spines. 

Coloration of the soft hairs of the dorsum is geographically variable. 
At the southern extreme they are reddish orange, especially on the 
shoulders. The soft hairs of the Escudo specimen are similar but 
darker and brighter. Costa Rican and Nicaraguan examples have the 
hairs more orange, and those from Panama and northern Colombia 
are more yellowish on the average. The presence or absence of black 
ocular and crown areas appears to be individually variable throughout 
the range of Hoplomys, but only the Escudo specimen has the soft 
hairs blackened to form a distinct middorsal stripe from snout to base 
of tail. 

All populations have the underparts dominantly white, and all have 
some individuals that show encroachment of agouti hairs of the side 
neck onto the throat, suggesting an incipient collar. This is well 
marked in the Escudo specimen; one from Rio Indio, Canal Zone, 
has a complete collar. Nine of the 14 Cerro Azul specimens have 
clear orange collars, and several of them have a band of clear orange 
hairs separating the agouti hairs of the flanks from the white hair of 
the belly. Neither of these features is seen in samples of other popu- 
lations. Coloration of the forefeet (usually white on the inner side, 
colored on the outer, occasionally colored throughout), and coloration 
of the cheeks (clear orange, buff, gray, or agouti) are individually 
variable. 


VOL. 139 


SMITHSONIAN MISCELLANEOUS COLLECTIONS 


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8 SMITHSONIAN MISCELLANEOUS COLLECTIONS VOL. 139 


The large size of the Escudo specimen, the massiveness, broadness, 
and heavy ridging of its skull, the inflation of its auditory bullae, 
and its distinctive coloration all seem to be beyond the possibility of 
individual variation. This suggests that the Escudo animal is taxo- 
nomically distinct from mainland populations. That it is conspecific 
with them is indicated by its alignment with some of the morphologi- 
cal clines observed in the mainland populations. Wetmore (of. cit.) 
has named three birds (a wren, a manakin, and a tanager) collected 
on Escudo de Veraguas that differ from their mainland counterparts 
in greater size, in addition to differences in color. 

Classification—The genus Hoplomys is represented by one species, 
which includes four subspecies : 


HOPLOMYS GYMNURUS GOETHALSI Goldman 


1912. Hoplomys goethalsi Goldman, Smithsonian Misc. Coll., vol. 56, No. 36, 

p. 10 (Rio Indio, near Gatun, Canal Zone, Panama). 

Characters —Size medium; skull of medium width and ridged; 
brain case domed and slightly depressed ; foramen magnum ventrally 
oriented ; cheek teeth large; auditory bullae medium; zygomata con- 
verging conspicuously anteriorly, and maxillary root tending to flare 
up slightly from ventral plane of skull; jugal with hooklike postero- 
ventral process and small conical posterodorsal projection ; nasals long, 
narrow, and posteriorly acute; dorsal spines long and strong; soft 
hairs of dorsum appear uniform yellowish orange in mass effect. 

Specimens examined.—Panama: Cana, 2,000 ft., 5 US; Cerro 
Azul; 2:100 it:., 14 US; Ft? Sherman,.4 US; Gatun, 3 (2 AMNE, 
1 US) ; Cerro Tacarcuna, 2,650 ft.,6 AMNH; Rio Cangandi, 200 ft., 
t US; Rio Indio, 2 US. Colombia: Alto Bonito, Antioquia, 1,500 ft., 
1 AMNH;; Bagado, Choco, 600 ft., 2 AMNH. 

Additional published records——Colombia: Rio Tamana, branch of 
the Rio San Juan, Choco (J. A. Allen, Bull. Amer. Mus. Nat. Hist., 


vol. 35, p. 207, 1916). 


HOPLOMYS GYMNURUS GYMNURUS Thomas 


1897. Echimys gymnurus Thomas, Ann. Mag. Nat. Hist., ser. 6, vol. 20, p. 550 

(Cachabi, N. Ecuador, alt. 560 ft.). 

Characters.—Size medium or small; skull narrow and ridged ; brain 
case domed and slightly depressed; foramen magnum ventrally 
oriented; cheek teeth small; auditory bullae small; zygomata con- 
verging conspicuously anteriorly, and maxillary root flaring up from 
ventral plane of skull; jugal lacking posteroventral process, but with 


NO. 4 HOPLOMYS (THICK-SPINED RATS )—-HANDLEY 9 


prominent conical posterodorsal projection; nasals short, narrow, 
and posteriorly acute; dorsal spines long and strong; soft hairs of 
dorsum giving reddish-orange mass effect, slightly darkened on 
shoulders. 

Specimens examined—Colombia: Barbacoas, Narinmo [75 ft.], 
8 AMNH;; Buenavista, Narifio [1,200 ft.], 1 AMNH; La Guayacana, 
Narino, 800 ft., 2 US. Ecuador: Mindo, Rio Blanco [4,000 ft.], 
1 AMNH;; San Javier, 60 ft., 7 (1 AMNH, 6 US). 

Additional published records —Ecuador : Cachabi, 560 ft. (Thomas, 
Op Cit pe 551). 


HOPLOMYS GYMNURUS TRUEI J. A. Allen 


1896. Echimys semispinosus Alfaro (not Tomes, 1860, Proc. Zool. Soc. Lon- 
don, p. 265), Primera Exposicion Centroamericana de Guatemala, Museo 
Nacional, San José, p. 41 (Suerre, Costa Rica). 


1908. Hoplomys truei J. A. Allen, Bull. Amer. Mus. Nat. Hist., vol. 24, p. 650 

(Savala, Matagalpa Prov., Nicaragua). 

Characters —Size medium; skull of medium width and ridged; 
brain case domed and slightly depressed ; foramen magnum ventrally 
oriented; cheek teeth large; auditory bullae large; zygomata con- 
verging less anteriorly than in goethalsi, and maxillary root in plane 
of ventral surface of skull; jugal without hooklike posteroventral 
process; nasals long, narrow, and posteriorly acute; dorsal spines 
relatively short and weak; soft hairs of dorsum giving uniform dark 
orange mass effect. 

Specimens examined.—Nicaragua: Lavala [ = Savala, 800 ft., along 
the inner border of the low east coast region], 2 AMNH; Rio Coco 
[800 ft.], 2 AMNH; Vijagua [= Bijagua, probably 1,500 to 2,000 ft., 
on eastern slope of highlands in Matagalpa Prov.], 3 AMNH. Costa 
Rica: Santa Teresa Peralta [3,100 ft.], 1 AMNH; Suerre, 1,500 ft. 
[near Jiménez], 1 AMNH. 

Additional published records.—Tate (Bull. Amer. Mus. Nat. Hist., 
vol. 68, p. 401, 1935) supposed that True’s record (Proc. U. S. Nat. 
Mus., vol. 11, p. 467, 1889) of Echinomys semispinosus in Nicaragua 
was the first published reference to a Hoplomys. The specimens, 
still in the U. S. National Museum, however, are Proechimys. 


HOPLOMYS GYMNURUS WETMOREI subsp. nov. 


Holotype —U.S.N.M. No. 307057; adult male, skin and skull; 
collected March 1, 1958, by Alexander Wetmore; Isla Escudo de 
Veraguas, Prov. Bocas del Toro, Panama; original No. 1479. 


10 SMITHSONIAN MISCELLANEOUS COLLECTIONS VOL. 139 


Characters.—Size large; skull broad and heavily ridged; brain 
case flattened dorsally and ventrally; foramen magnum posteriorly 
oriented ; cheek teeth large ; auditory bullae large and inflated antero- 
laterally ; zygomata converging less anteriorly than in goethalsi, and 
maxillary root in plane of ventral surface of skull ; jugal without hook- 
like posteroventral process, or conical posterodorsal projection ; nasals 
long, broad, and posteriorly truncate; dorsal spines relatively short 
and weak; and soft hairs of dorsum giving dark reddish-orange mass 
effect (between Burnt Sienna and Sanford’s Brown of Ridgway, 1912, 
Color Standards and Color Nomenclature), with black middorsal 
stripe from snout to base of tail. For measurements see table 1. 

Specimen examined.—The holotype. 


SMITHSONIAN MISCELLANEOUS COLLECTIONS 
VOLUME 139, NUMBER 5 


Charles DB. and Mary Waux Walcott 
Research Fund 


GENERA OF TERTIARY AND RECENT 
RHYNCHONELLOID BRACHIOPODS 


(Wit 22 PLatTEs) 


By 
G. ARTHUR COOPER 


Head Curator, Department of Geology 
United States National Museum 
Smithsonian Institution 


{ nov 25 1959 
\ 


AS 
we dif Pe fi RN 


CITY OF WASHINGTON : 
PUBLISHED BY THE SMITHSONIAN INSTITUTION 
NOVEMBER 23, 1959 








SMITHSONIAN MISCELLANEOUS COLLECTIONS 
VOLUME 139, NUMBER 5 


Charles D. and Mary Waux CA alcott 
Research Fund 


Gene Or. TERTIARY AND: RECENT 
RHYNCHONELLOID BRACHIOPODS 


(WitH 22 PLATES) 


By 
G. ARTHUR COOPER 


Head Curator, Department of Geology 
United States National Museum 
Smithsonian Institution 





(PUBLICATION 4382) 


CITY OF WASHINGTON 
PUBLISHED BY THE SMITHSONIAN INSTITUTION 
NOVEMBER 23, 1959 


SMITHSONIAN , 
INSTITUTION NOV 2 3 195¢ 


THE LORD BALTIMORE PRESS, INC. 
BALTIMORE, MD., U. S. A. 


CONTENTS 


Page 

AEE ORUICELOEN i repare cleats eri ae ware) at oisn-w 6 (a,c) sta dk Sater y wataieranet dveraralcecteratartvarc <laleie I 
icksro pled ettien tsi oratsieiots: aims ahaa aro aco! patecs/a pcaetenoy ave alenatata arate sapepal ia were Wa 2 
RbynchorielloidwmOrpnolo ey ooh os \o:4.0 arse) a) 0, sayy eowiessie/sreysialepele)« a alavaidieisls/oa\6 3 
Béalccharactersmme occichi aw cinos.c'08 tereie a pete are ero ctaMaree a Dabaiereie alovers 3 
Interior characters of the ‘pedicle valve. io).255 cc emaie cas cw escc ss 4 
Intemornmcharactersvotthie: prachialluvalvesmc- see cence seeeiciiae ciel 5 
Gacditial Processes tae aie Fite. ain oe isvePe sic ob geaes oat ote t Sr ete BUG ies rahe ale 5 

VANE ERP lALEST eyerciess crarctercvorsie fo,aio-sca syn arse: Se Giete sere e rt reste Pese rate atte elaiare 6 

GEUG AN Mhate a cicteisys els wins, Sletehem.a wos da SOR ERT ate acta oleae cemiore 6 

Median ridges, median septa, and camerae..............ccceeees 9 
teTI1O hs GHALACEEN SY tgs tos a/aldiaicid coe: ola tain ahd she aise one Wee ANE Oe maura ee 10 
Olrtrtsiseta pation ye fe icteis ialete See. 6.05 <isio's se Sewers es usar aaa casa clasaitelee 10 

Sol inte everer sre eioes Seiko ae raved oh, RO ACL tore RE EIS eLearn II 
Rhynchonelloidelassification® 27.0555 0 vo nae eee eee ce inicio aie’s ects oieveleietetah 12 
Family and generic arrangement and characters............seeeeececees 14 
Hanatlys Ory PlOPOLlUA, tac mise e hac occ rere ensrsimie es Sica Bain ae eta luelaliers 17 

COA PEO BON Gr ule Sista del tthe PANES Seok See 17 
INUIT eRe calatars ei neie oie ie wheel oe Oa Te Breasts AAS SN IRE cae 2 

Heratlye MS aSIOMUAG «ste ss reealeis oe oa e seis eis elec clarns cis ave tiayeter she ta ate otere 25 
Sabtanilye*Basiliolinaey 4 ence cose tee ae em ne eee te anaes wrotstac 25 

PUSH OUEST Heia wiaiss Acta takes Sasa Na ah, SL) osteo ake engh buts te; aves oo ka a Tera ns arene 25 

ORG HAEWN IAS ope savere toh « ais Sarak srs aVo aia osstinlsteswvetars:avayalelale/sistores teetely «skaters 30 

IN COC ULE TUS) tarsi stace See che sa ieiAioi nies oi Sake Tomei ni vise nied oloaatteveteteroveariets 34 
INICOLIVN CHADS cris otates soe eee hae Na cl ete RIE Oe, SEO Tee Peete el sieket steaks eae 34 

CAVE UMICHITDN Sic niovals/ ciate SRS atts eater ere lo aie sheer he are air eoreieieeee 35 

ROD OUATMIE es elena ele ta etalon erate IS & fata heer aren Petraes 37 

SREP TANI A Ti les ara cd ASE a Male RS OPE SBP A thus kwaebs ie otares 38 
StubtamilyeA phelestinaer.pavecr cach pees oie herahe oak steno teteceiatske aks 41 

VAD WWE LE SUR W ore) ce tee yor ors chav el olds Sor cust Ya SATE aoe AG euwceraee ehaielyy Govelorolenateeienait 4I 
Subtannly eA etherina ems cats src teacetersern oa ete cence osatelatsiokaret sis otelecolenctohels 42 

A CEIVED as MMe a Taare ONC Late eC TS A eC NTN eee ee Gietoatareie chavecrenstereeee 42 

IZ GLAGORLANACHIG, WR. ie RTE eS ee I eee ete ae ee ee A4 
Bamilyettemuthynidaeyen ave ttvcicicccs ck cicus oils ete eae cherote ic te soe 45 
CIALLY LES eps TRS GETS TS or TELE or as lavas rey Sssioatena Fale ts 45 

INO FOS CUGE Haren oxy oy oes okT is shes SHEEP ae neee Ae eile ake eaeioetaie see aie 48 

UR COMLOPA VACHE itor ine cooks ss ropa oins eels Slee eyba elo eiesleel ee Sloe 50 

SEL VITCHEG Meee oe were cee eA aie ie ee ieee Sata eon sicaletste Bi Seiats 52 

Pamiuly PHrielewdae iy. Bogs. ee feo oa se oie ad cai a oie Wine c eibiele s etelore rete 53 
PROSCL CLE 5 5) cPak do eles faci nie otike Aa We ad ia aah eata a heataere Biola ae ele Ie 53 

COMBO SBEY TES 2 avocs So raleveroyaiore Gio’ svaiars et alot meri Marea ele ort earela’ ae 50 
COM IR CLOIUTS a EIS OG lake ia io) os aare she acs Sisto eto esa Iee oS a eke 58 

ratty eAIS PAIL MY MEMIMGAE acc ays (x/acc-e s)«/s ss vcore gate aapehoiss aha 8 xiehatonalajalsls, sd) che 50 
TLASPOWAT AY NCMBO acc coc occa sce Ses sae deta eulsslewleees «savas s 50 

IS DHE MATING te ac aals accra dirs shoes tes aratoetalay oe ata arate. Seamer ait tee cletece 62 

Baty, Porytastiarit ae ah.g. atejora.0,2/eieret 0 3 « xpanetovs Sava Sate ae eherwletd aibr® syaelels 64 

PEP AAIN AE TR at hey Pca tats, Sas aro i> 5 stig Chee pedestal ge ese eels aks ns OG 64 

RR TRVIAECHISDECICS 7 cries oickess ahora reesreist sso cs af nro, oe 0s ty ecaeta eam a Re ee aaeral as 66 
REL ETC OSH rere oreo VS eee EPA Ree owes Sears EES ne ors (SPST ecco are ea eI RC aietie ole et a iene 67 
Perera AM TREGEN MOE! PALES ogc. oes) S516 cis wre oo eel ave te 3 sos eve waaay ston eer afecaues slahaie 73 


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Charles DB. and Mary Vaux Walcott Research Fund 


GENERA OF TERTIARY AND RECENT 
RHYNCHONELLOID BRACHIOPODS 


By G. ARTHUR COOPER 


Head Curator, Department of Geology 
United States National Museum 
Snuthsonian Institution 


(WitH 22 PratEs) 
INTRODUCTION 


For several years the writer has been studying the few brachiopods 
known from the Tertiary formations in the eastern United States. 
Most of the species are terebratuloids but a few rhynchonelloids ap- 
pear in the collection. The Palmer collection of Cretaceous and Terti- 
ary brachiopods from Cuba was also made available. This collection, 
too, contains a few rhynchonelloids. This group of brachiopods seems 
to be unusual in Tertiary deposits and the same is true of the rhyncho- 
nelloids of modern seas. In the study of the Tertiary forms it proved 
necessary to compare them with modern representatives. In making 
these comparisons it became evident that modern rhynchonelloids 
have been well described in only a few instances and very few of them 
have ever been adequately illustrated. Inasmuch as the collection of 
Recent brachiopods in the National Museum contains a good repre- 
sentation of modern rhynchonelloids, the opportunity presented itself 
to correct the deficiencies outlined above. 

In addition to the American Tertiary rhynchonelloids, some species 
from outside North America are also included. The National collec- 
tions do not contain many representatives from foreign Tertiary de- 
posits but some good specimens are available from the Mediterranean 
region and elsewhere. These made possible the figuring and descrip- 
tion of some new or little-known genera. 

Although this monograph adds considerably to our knowledge of 
Recent and Tertiary genera of rhynchonelloids it does not include all 
the known species or all the possible genera. A number of species are 
known from European deposits but the interior details have never been 


SMITHSONIAN MISCELLANEOUS COLLECTIONS, VOL. 139, NO. 5 


2 SMITHSONIAN MISCELLANEOUS COLLECTIONS VOL. 139 


described, nor were specimens available to use in this study. Conse- 
quently it is possible to assign to their proper genera only some of the 
known species. It is also known that the interior of a number of 
species differs from that of any of the genera discussed herein, but 
these species are represented by too few specimens to make generic 
description possible. Much therefore still remains to be done in the 
study of the Tertiary and Recent rhynchonelloids. 

Possibly the biggest handicap in the study of modern and Tertiary 
rhynchonelloids is the fact that, except in a few instances, the speci- 
mens are quite rare. Several of the Recent species are known from one 
or two specimens only, yet their morphological details are unique or 
sufficiently different from known genera to make it impossible to 
include them in any of the established categories. 

Some of the Tertiary species are sufficiently numerous for good 
descriptive work but their describers seldom made any effort to obtain 
interior details. Davidson (1870) did not describe the interior of any 
of the Italian Tertiary rhynchonelloids, probably because emphasis in 
his day was on description of the species. Later authors seemed to 
be content to assign many of the modern species to Hemithyris regard- 
less of whether or not the interior or exterior details were in ac- 
cordance with the generic characters of the type species. In present 
times emphasis is now placed on interior details because it is on them 
that the family and frequently the generic characters are based. 


ACKNOWLEDGMENTS 


In any study of this sort it is necessary to ask help of one’s col- 
leagues. I am grateful to all the scientists listed below for their help. 
Dr. Helen M. Muir-Wood, Deputy Keeper, Department of Palaeon- 
tology, in charge of the brachiopods in the British Museum (Natural 
History), furnished a specimen of Compsothyris, photographs of 
Rhynchonella grayi Woodward, photographs of serial sections of FR. 
polymorpha (Massalongo) and R. bipartita (Brocchi), and casts of 
the specimens serially sectioned. Dr. A. Vandercammen, Subdirector 
of the Laboratory, Royal Institute of Natural Sciences, Belgium, 
furnished a specimen of Mannia nysti Davidson, a rare Belgian 
species. 

Mrs. Ellen J. Trumbull of the U. S. Geological Survey made avail- 
able specimens of west coast Tertiary species. Dr. J. H. Peck, Senior 
Museum Paleontologist of the Museum of Paleontology, University 
of California, made available a fine suite of topotypes of Eohemithyris 
which made possible preparations of the inner details of that interest- 


NO. 5 RHYNCHONELLOID BRACHIOPODS—COOPER 3 


ing genus described and illustrated herein. Dr. L. G. Hertlein, Uni- 
versity of California at Los Angeles, lent paratypes of Eohemithyris. 
Dr. E. Montanaro Gallitelli, University of Modena, Italy, presented 
the National Museum with specimens of Rhynchonella polymorpha 
(Massalongo) that made it possible to prepare the interior details of 
the cardinalia described and figured in this monograph. 


RHYNCHONELLOID MORPHOLOGY 


Throughout geological time the rhynchonelloids have been charac- 
terized by triangular to subpentagonal form, with prominent beak and 
a strong median fold on one valve, usually the brachial valve, and a 
deep sulcus on the other. Nearly all the genera are provided with a 
conspicuous beak having a foramen modified by deltidial plates. In 
some genera, especially a few of the Recent, Tertiary, or Mesozoic 
ones, the deltidial plates are elaborately auriculate, a feature unusual 
in other brachiopods, The rhynchonelloid shell is commonly costate ; 
smooth forms are usual in Recent, Tertiary, and Mesozoic families 
but rare in Paleozoic representatives. The distinctive feature of the 
rhynchonelloid interior is the more or less long curved crura and 
hinge plates which characterize the cardinalia. Details of these latter 
features have long been neglected. 


BEAK CHARACTERS 


It is not here the intention to discuss these characters for all the 
rhynchonelloid brachiopods but to point out the significant features 
shown by the genera discussed herein. Of modern and Tertiary 
rhynchonelloids only Cryptopora and Mannia do not have a small 
round or elongate-oval foramen. In the two genera mentioned the 
foramen is elongate-triangular and is restricted only slightly by at- 
tenuated deltidial plates, which, unlike most other modern and Tertiary 
genera, form an elevated rim on the sides of the delthyrium. 

The nature and completeness of the deltidial plates usually define 
the form of the foramen. In some genera the deltidial plates are dis- 
junct, that is, they do not meet on the anterior side of the foramen. 
In such cases the foramen is said to be incomplete. An excellent ex- 
ample of this type is Hemithyris. When the deltidial plates meet on 
the anterior side of the foramen, they are spoken of as conjunct and 
the foramen is completely enclosed. Examples are Basiliola, Aphelesia, 
and Aetheia. These two conditions of the deltidial plates, disjunct or 
conjunct, are given considerable weight in genus making by some 


4 SMITHSONIAN MISCELLANEOUS COLLECTIONS VOL. 139 


workers. Yabe and Hatai (1934), for example, distinguished their 
genus Neohemithyris (=Basiliola) from Hemuthyris chiefly on this 
basis. 

Another feature given importance in the study of the rhynchonel- 
loids is the position of the foramen in relation to the beak. A common 
condition is one in which the entire foramen is surrounded by the del- 
tidial plates and is called a hypothyrid foramen. In other genera the 
foramen has migrated posteriorly because of pedicle pressure and has 
thus resorbed or worn away the portion of the deltidial plates on its 
posterior side. In this condition, which is called submesothyrid, the 
foramen is bounded posteriorly by the beak and anteriorly by the del- 
tidial plates. A further condition is called mesothyrid and results from 
continued posterior migration of the foramen, which has resorbed part 
of the beak and is bounded posteriorly by part of the curving umbo and 
the deltidial plates anteriorly. This condition is rare in modern and 
Tertiary rhynchonelloids. 

One of the most characteristic rhynchonelloid features is the rims 
or winglike extensions that adorn the deltidial plates of some genera. 
Perhaps the most exaggerated modern examples are those of Gram- 
metaria and some species of Cryptopora in which the deltidial plates 
bear prominent lateral extensions. The more common condition is that 
of Basiliola in which the lateral and anterior margins of the deltidial 
plates in contact with the foramen are reflected dorsally in the direc- 
tion of the brachial valve and form a conspicuous lip around the fora- 
men. This may have helped, in conjunction with the pedicle collar, 
to form a tube which strengthened the hold of the valve on the pedicle. 


INTERIOR CHARACTERS OF THE PEDICLE VALVE 


Most of the Recent and Tertiary rhynchonelloids have the beak and 
pedicle regions strengthened by a pedicle collar. An elaborate collar 
is developed in Basiliola. The deltidial plates are conjunct and auricu- 
late. Their inner margin grows laterally along the sides of the del- 
thyrial cavity to meet on the floor of the valve. In B. pompholyx 
(U.S.N.M. 274135) the anterior margin of the collar protrudes an- 
terior to the edge of the deltidial plates and is elevated above the 
valve floor (pl. 12, figs. 9, 10). In B. beecheri the anterior ends of 
the deltidial plates are thickened and expanded inward to form a flat 
area that rides over the umbo of the brachial valve when the valves 
are opened and closed (pl. 14, A, fig. 2). 

Hemithyris possesses a pedicle collar but it is not complete because 
the deltidial plates are disjunct. The inner edges of the deltidial plates 


NO. 5 RHYNCHONELLOID BRACHIOPODS—COOPER 5 


are extended ventrally to the valve floor where they join to form the 
collar, but this is never closed at the anterior end. In genera with dis- 
junct deltidial plates the collar is seldom prominently developed. In 
some instances as in Frieleia it forms a callosity at the posterior apex 
against which the pedicle rests. It is suggestive of the pedicle callist of 
the Orthoidea in the Paleozoic. In Cryptopora no pedicle collar is de- 
veloped, but a small apical plate elevated above the valve floor serves 
the same purpose, the pedicle evidently lying against it. 

The dental plates are another part of the apical region of the rhyn- 
chonelloid of importance in classification and generic definition. Den- 
tal plates are generally present in rhynchonelloids from the time of 
their origin. They are present in all but two of the Recent and Tertiary 
members discussed herein. Usually they are strong and erect plates 
which define narrow but distinct umbonal cavities. In a few genera 
such as Rhytirhynchia, Aetheia, and Patagorhynchia the dental plates 
are reduced to mere vestiges or are absent. The only specimen of 
Patagorhynchia available for dissection, that figured on plate 6, A, 
failed to show any trace of dental plates. Aetheia which is usually 
described as lacking these structures seems to have vestiges of them. 
Rhytirhynchia has fairly distinct dental plates in the Okinawa Pliocene 
species but they are mere vestiges in the Recent R. sladeni (Dall) 
from the Indian Ocean. 


INTERIOR CHARACTERS OF THE BRACHIAL VALVE 


The definitive family characters of the brachiopods are in the 
brachial valve. This is the more conservative of the two valves and 
thus retains its diagnostic features while parts of the pedicle valve 
which is fixed to some solid object may be evolving. The most im- 
portant characters of this valve are the cardinalia which embrace the 
cardinal process, the hinge plates, crura, and septa. Except for 
Thomson’s (1927) work, no attempt has been made to apply the fea- 
tures of the cardinalia to the classification of Recent and Tertiary 
rhynchonelloids. Parts of the cardinalia have been used in defining 
families and subfamilies of the Paleozoic rhynchonelloid genera. 
These attempts have been based on the presence or absence of a car- 
dinal process. The type of crura and hinge plates, however, have not 
been used even though they offer the greatest possibilities. 

Cardinal process—In the modern and Tertiary brachiopods this 
structure does not attain a high state of development and makes little 
impress on the classification. In some Paleozoic genera the cardinal 
process is a simple vertical blade, suggesting inheritance from an 


6 SMITHSONIAN MISCELLANEOUS COLLECTIONS VOL. 139 


orthoid ancestor. In the Devonian the cardinal process of some genera, 
especially the robust forms that have passed under the name Uncinulus 
(=Sphaerirhynchia), have elaborate cardinal processes. Some of 
these appear to be secondary characters and difficult to evaluate in the 
present meager state of our knowledge. The cardinal process is not 
highly developed in the few Mesozoic forms, the interiors of which 
have been described. In modern and Tertiary forms the most promi- 
nent cardinal process is that of Plicirhynchia, a robust and thick shell. 

The cardinal process of several genera such as Notosaria (pl. 6, B, 
fig. 16) and Hemithyris (pl. 4, E, fig. 9) appears as a triangular 
roughened area at the apex. In the younger shells it is scarcely visible 
but it is fairly prominent in old or obese specimens. The majority of 
the modern and Tertiary forms have no cardinal process, the diductor 
muscles being inserted in a pit under the apex. The presence of a car- 
dinal process in rhynchonelloids of this age is thus a ready means of 
distinction. 

Hinge plates——These structures are an important part of the car- 
dinalia and the combination of them with various kinds of crura makes 
recognizable patterns. The sockets, which are corrugated in nearly all 
of the genera discussed herein, are defined by a prominent ridge that 
curves anterolaterally from the apex or the cardinal process to form a 
narrow cup defining the socket. This ridge may be high or low, thick 
or thin, and to its inner side is attached the outer hinge plate or the 
crus, depending on the genus. The outer hinge plate may not exist in 
some genera or it may be a fairly broad plate between the socket ridge 
and the crus. To it are attached the muscles that rotate the animal 
on its pedicle. The outer hinge plates are especially well developed in 
Basiliola (pl. 12, fig. 15) and Neorhynchia, but not present in 
Aphelesia. 

The inner hinge plates are seldom well developed but appear in 
several genera. These are extensions medially from the inside edge 
of the crura. They are best developed in Frieleia (pl. 15, A, fig. 10) 
where they are so strong that they unite in the middle of the valve to 
create a small apical chamber somewhat reminiscent of the septalium 
(or cruralium?) of certain Paleozoic and Mesozoic genera. The inner 
hinge plates are also developed in exaggerated form in Aetheia but 
in a way different from Frieleia. In Aetheia they are not flat or slightly 
concave plates but are great swellings that extend medially from the 
crura and plug the whole apical region. The degree of development 
of either of these hinge plates may play a role in genus definition. 

Crura.—The crura are the most distinctive part of the rhynchonel- 


NO. 5 RHYNCHONELLOID BRACHIOPODS—COOPER 7 


loid shell and are usually moderately long, somewhat curved plates ex- 
tending into the body cavity. To them the body wall is attached and the 
brachia are attached to the anterior body wall at their extremity. 
Among the Mesozoic rhynchonelloids several distinctive types of crura 
have been named. The five types distinguished do not cover the pos- 
sibilities among the Rhynchonelloidea because the crura of many of 
the Paleozoic genera have not yet been described and illustrated. Fur- 
thermore all these types are not recognizable in the Recent and Terti- 
ary forms. 

Rothpletz (1886, p. 86) was the first to name types of crura. He 
distinguished the following (translated from the German) : 

1. Radulifer type—Generally consisting of two dental plates in the 
larger [pedicle] valve, a median septum in the small [brachial] valve, 
two hinge plates joined at the beak of the small [brachial] valve, and 
two narrow crura curved toward the large [pedicle] valve, which at 
their free lower ends are provided with barbs. One can compare these 
crura with the radula [Schabeisen] of the Greek athletes and I there- 
fore name rhynchonellas with such crura radulifer. (Rothpletz, pl. 11, 
figs. 20 and 21.) 

2. Falcifer type-—The crura, with otherwise like structures, rarely 
have the form, as with Jacunosa according to Quenstedt’s researches, 
the form of broad, sharp septa which are extended parallel with the 
plane of symmetry of the shell and possess a sickle shape (hyncho- 
nellae falciferae). (Rothpeltz, pl. 11, fig. 19.) 

3. Septifer type—There can be, however, such sickle-shaped crura 
so broad they make contact with the edge directed toward the small 
[brachial] valve, are grown with it and consequently appear like actual 
septa extending from the shell (Athynchonellae septiferae). (PI. 8, 
figs. 46-48.) 

Thirty-four groups or “Sippe’” of rhynchonelloids were recognized 
by Rothpletz but the interior details of 19 of them were unknown at 
this time. Of the remaining 15 Sippe, 3 belong to the falcifer group 
(Trilobita, Lacunosa, and Varians), 2 belong to the septifer type 
(Inversa and Trigona), and 10 are placed in the radulifer group 
(Amalthei, Variabilis, Concinna, Plicatissima, Tetraédra, Inconstans, 
Difformis, Plicatella, Psittacea, and Spinosa). Some of these Sippe 
have been made into genera but generally little relationship exists 
between the interior details of many of the species placed in each 
group. 

Wisniewska (1932, p. 6), in her fine work on rhynchonelloids from 


8 SMITHSONIAN MISCELLANEOUS COLLECTIONS VOL. 139 


the Jurassic of Poland, more clearly defines these types and adds a 
fourth, as follows: 

1. Radulifer type—Crura narrow, recurved toward the ventral 
valve, widening gradually toward their extremity. This type, charac- 
terizing the genera Septaliphoria, Rhynchonella, and Cyclothyris, was 
given the name “radulifer” by Rothpletz. 

2. Falcifer type—Crura with a large suspended crural plate, touch- 
ing the bottom of the valve only near its summit. This is the “falcifer”’ 
type of Rothpletz characterizing the genus Lacunosella. 

3. Septifer type—Crura short with the crural plates supported at 
the bottom of the valve and extending for about one-third the valve 
length. This is the “septifer” type of Rothpletz affirmed by us only 
in the genus Septocrurella. 

4. Arcuifer type-——Crura with large bases separated from each 
other and curved so as to turn their concave sides toward the middle, 
the extremity turned toward the ventral valve and terminated by a sort 
of small crural plate in the form of a hammer. This type of crura, 
seen in the genus Monticlarella, may be called “arcuifer.” 

Muir-Wood (1934, p. 526; 1936, p. 14) added a fifth type as a 
result of her work on Mesozoic brachiopods: 

Calcarifer crura—‘‘... The crura consist of two flattened, 
curved, posteriorly concave laminae which project from the hinge- 
plate into the cavity of the pedicle valve. These laminae each unite 
with a second curved lamina which appears to be suspended from it 
and projects dorsally like a spur. A ventral extension of the second 
lamina terminates in a hook-shaped process, the apex of which is 
directed medianly.” Kallirhynchia and Rhynchonelloidella possess 
this type. 

Among the Tertiary rhynchonelloids considered herein five types 
of crura are distinguishable, three of which have been identified 
among Mesozoic genera and have been named. Two types have not 
been named or described among the Mesozoic genera. 

Of the three named types Hemithyris belongs to the group having 
radulifer crura. These are long, slender, and curved but have a hori- 
zontally flattened, bluntly pointed distal extremity. The Hemuithyris 
crus is strengthened by a narrow ridge on the anterior side. The 
radulifer type of crus is not common among Recent and modern 
genera. 

The second type of crus known in the Mesozoic and present among 
modern and Tertiary genera is that characteristic of the Basiliolidae 
and named falcifer type. The Basiliolidae are all characterized by 


NO. 5 RHYNCHONELLOID BRACHIOPODS—COOPER 9 


having broad-bladed, gently curved crura that are convex outward and 
gently concave inward. This crus is generally attached to the hinge 
plate by its convex side and may or may not be separated from the 
socket ridge by outer hinge plates. 

The third type of named crus is that characterizing the Erym- 
nariidae and called septifer type. This is an extremely rare type of 
crura known in a few genera only. 

A fourth type of crus is recognized in the Cryptoporidae. The 
crura are long and slender and appear to be continuous with the distal 
end of the socket ridge. The distal extremity of the crus is com- 
monly flattened, expanded, and serrate or digitate, some examples 
suggesting a tiny hand with outspread fingers. The name “manicu- 
lifer” is proposed for this type. 

The fifth type of crus in the modern and Tertiary genera is gen- 
erally shorter than the others, laterally compressed, somewhat flat in 
section and attached to the hinge plate or socket ridge so that the 
short direction is nearly vertical or slightly oblique. This type is best 
seen in Frieleia, but Grammetaria, Hispanirhynchia, and Compso- 
thyris have similar crura. This type is here designated as “spinulifer.” 

Median ridges, median septa and camerae.—A conspicuous feature 
of many rhynchonelloid stocks is the median septum. Some groups 
however, such as the Basiliolinae, are devoid of septa in the brachial 
valve. The most conspicuous septum in any modern rhynchonelloid 
is that of Cryptopora in which, although short, it is so elevated that 
it almost touches the inner surface of the opposite valve. The septum 
of Frieleia is also considerably elevated. 

In the descriptions below a distinction is made between median 
septa and median ridges. The term septum is reserved for the thin 
blades, like those of Cryptopora or Frieleia that stand boldly and 
abruptly above the inner valve surface. These are in contrast to the 
ridges such as that of Aetheia, which is low, short, and stout, and that 
of Aphelesia which is low, long, and slender. Dorsally aseptate rhyn- 
chonelloids are commonly provided with low and inconspicuous median 
ridges, some in the form of a myophragm but others buttressing the 
cardinalia. 

In a few genera of Recent and Tertiary, Frieleia for example, the 
median septum joins folds from the inside of the crural bases to form 
a small chamber at the posterior. In some instances the chamber re- 
mains open but it is frequently closed by deposit of shell material on 
its inner walls to form a thick apical callosity. All degrees occur in 
Frieleia from the open chamber to the solid callosity between the 


Io SMITHSONIAN MISCELLANEOUS COLLECTIONS VOL. 139 


hinge plates. These do not seem to constitute a septalium in the true 
sense of the word as defined by Leidhold (1928, p. 11) who says that 
the median septum divides to produce the chamber. Wisniewska 
(1932, p. 6), on the other hand, states that the septalium of the Meso- 
zoic rhynchonelloids is formed by internal inflection of the hinge plate 
to meet the median septum. This seems to be the method of formation 
of this structure in Frieleia rather than division of the median septum. 

The method suggested by Wisniewska seems certainly to be the 
case in Septaliphoria in which it is possible in some specimens to see 
the median septum between the lateral walls of the apical chamber. 
The specimen illustrated (pl. 21, C, fig. 6) shows the plates converging 
to the median septum and bounding a small chamber. In other speci- 
mens the plates bounding the chamber meet the floor of the valve 
rather than the median septum (see Wisniewska, 1932, p. 26, fig. 6). 

In Camarotoecha (pl. 4, D, figs. 6-8) the entire structure seems to 
be different from the Jurassic forms and strongly reminiscent of the 
orthoids. The sides of the chamber buttress the crura which can be 
seen buried in excess shell tissue surrounding the plates (Kozlowski, 
1920, p. 146, fig. 43, A). Division into hinge plates is difficult. The 
structures of the modern and Tertiary forms with camera seem more 
like the Mesozoic species than like the Paleozoic. 


EXTERIOR CHARACTERS 


It is usually difficult to evaluate the generic characters of the ex- 
terior of brachiopods and all workers are not agreed on this evalua- 
tion. It is, however, quite clear that ornamentation and folding pat- 
terns are generic in character. 

Ornamentation.—Buckman (1917) and Rothpletz (1886), who 
made attempts at the classification of rhynchonelloid brachiopods, 
mostly used the exterior to make genera or species groups which 
might ultimately become genera. Both of these classifications fail be- 
cause ornamentation and folding are repetitious in many unrelated 
stocks. Buckman attempted to make his genera on the basis of a 
scheme of ornamentation development: those that are smooth and 
then develop costae, those that are capillate and develop costae and 
ornate or spinose forms. These characters were combined with shell 
outline and anterior folding. Buckman, however, failed to determine 
the characters of the cardinalia. 

Rothpletz (1886) arranged many rhynchonelloid species into groups 
or “Sippe” having similar external characters. Although he determined 
the nature of the crura of some species he did not reveal the details 


NO. 5 RHYNCHONELLOID BRACHIOPODS—COOPER Tsk 


of all of them. Consequently he placed many species together which 
are utterly unlike internally. 

In modern and Tertiary rhynchonelloids a smooth exterior is com- 
mon, a capillate or costellate exterior is also fairly common, but a 
strongly plicate exterior is unusual, occurring in only a few genera. 
Rhytirhynchia is similar to Basiliola but differs exteriorly by its an- 
terior costation. Notosaria and Tegulorhynchia are the only com- 
pletely strongly costate modern rhynchonelloids. Rhynchonella grayi 
Woodward, the true generic affinities of which are with the Eocene 
genus Eohemithyris, is partially costate but not so strongly costate as 
the Patagonian genus Plicirhynchia, 

Folding—The anterior commissure of most rhynchonelloids is 
uniplicate but some of them are sulcate or even more complicated. The 
production of a fold is thought to be related to the feeding habits of 
the brachiopod, the median fold helping to channel the excurrent 
stream at midvalve. 

Sulcation, brachial valve with sulcus, pedicle valve with fold, is not 
a common feature of the brachiopods but crops up again and again 
in many unrelated stocks, producing confusing heterochronous and 
isochronus homeomorphs. Neorhynchia is the only known Recent 
sulcate rhynchonelloid, but another modern deep-sea form, Abys- 
sothyris, is a terebratuloid having a shape identical to that of Neorhyn- 
chia. If it were not for the punctae of Abyssothyris it would be almost 
impossible to tell the two genera apart on exterior characters alone. 
Rhynchonelloids of almost identical form to Neorhynchia are known 
from all the periods of the Mesozoic era and from the Paleozoic back 
at least as far as the Devonian. It is difficult to suggest any reason 
for the reversal of folding from the usual uniplicate condition because 
the two types must have functioned in the same manner. It is a com- 
mon feature of the young brachiopod to have a more robust pedicle 
valve more or less prominently folded in the ventral direction and with 
a somewhat sulcate brachial valve. Perhaps sulcation is merely a re- 
tention of youthful shell characters into the adult stages. 

Several of the modern and Tertiary brachiopods have rectimarginate 
anterior commissures. This, too, is a youthful character. Buckman 
emphasized the folding of brachiopods and used this feature as a 
major part of his classification. It is evident, however, from the above 
remarks and known brachiopod history that folding is of value only as 
a generic character. When combined with ornamentation features as 
Buckman advocated, valid genera have been established. These how- 
ever can only be placed in their proper families by determination of 
their beak and cardinalia characters. 


I2 SMITHSONIAN MISCELLANEOUS COLLECTIONS VOL. 139 


RHYNCHONELLOID CLASSIFICATION 


Very few comprehensive works have ever been written on the 
rhynchonelloids. The first to have attempted a detailed classification of 
these difficult shells was Rothpletz (1886), who divided them into 
seven species groups and numerous subdivisions of these groups based 
on exterior details. Although Rothpletz carefully defined the interior 
of some of the Jurassic rhynchonelloids, using strictly modern meth- 
ods, he did not bring the information into his classification. Some of 
Rothpletz’s groups and subdivisions bring together species now 
known to have nothing in common except exterior form. Besides over- 
looking details of anatomy in his classification, Rothpletz also com- 
posed unlikely assemblages from various parts of the geological 
column. 

Bittner’s (1890, 1892) great works on the Triassic brachiopods 
defined in exquisite detail some of the rare and unusual spiriferoids 
but neglected interior features of the rhynchonelloids except for a 
few forms. The Triassic rhynchonelloids are a prolific lot and will 
amply repay in new information a modern, detailed study. Bittner 
added only a few genera but left many for the future. He, too, was 
content to work chiefly on exterior details even though the method of 
serial sectioning was well known and even used by him in some cases. 

Hall and Clarke (1894) described many rhynchonelloid genera but 
never made a serious attempt at classification. They did, however, 
show the importance of internal characters and described these details 
in many Paleozoic genera. 

Weller (1910) used the serial-section method to make known the 
details of many rhynchonelloid genera, but he did not go beyond 
genus making. His work was important for showing that a combina- 
tion of interior and exterior details is necessary for the correct elucida- 
tion of rhynchonelloid descent. He indicated several genera that had 
interior details like those of Camarotoechia but were quite unlike that 
genus in exterior details. He had, therefore, no other choice than to 
create new genera for them. 

The greatest strides in the understanding of the rhynchonelloids 
came in Buckman’s classic work on the Jurassic brachiopods of Burma 
and Great Britain. Buckman also proliferated genera more than any- 
one before him. In his work he relied almost wholly on exterior 
characters, first on the kind of ornamentation and then on the type 
of folding of the anterior commissure. These features were supple- 
mented by some details of the interior such as the septa and the 
muscle scars which were exhibited by a process of calcining the shells. 


NO. 5 RHYNCHONELLOID BRACHIOPODS—COOPER 13 


Unfortunately most of the interior characters developed by Buckman 
are of secondary importance compared with the cardinalia, which he 
did not develop. He made no effort to learn the details of these fea- 
tures by serial sectioning as since used by many British authors. 

A necessary task of the future is to determine the cardinalia 
characters of the Buckman genera and then to sort these genera into 
families based on these characters. It seems likely that most of Buck- 
man’s genera will prove useful because the exterior features of most 
of them are distinctive. It will probably be found that some of these 
ornamentation patterns will be repeated in combination with various 
cardinalia patterns. The result will be a further, but necessary, pro- 
liferation of genera, but a considerably better understanding of 
Jurassic genera will be forthcoming. In this connection the writer has 
determined the interior features of a number of Jurassic rhynchonel- 
loids by etching the shell from limestone. These show the cardinalia of 
Septaliphoria in combination with exterior characters indicating more 
than one genus. Another interesting feature is variations of the sep- 
taliphore interior that promise to be of great interest. Silicified Meso- 
zoic rhynchonelloids occur in South America, Israel, Africa, and else- 
where, and should be sought and prepared because they offer the best 
opportunity for understanding interior details. 

Leidhold (1921, 1922) wrote several papers elucidating the interior 
of the rhynchonelloid shell. His work in 1921 defined the interior of 
Septaliphoria and two other genera, but he did not make any strides in 
classification of these brachiopods. 

Schuchert, in Schuchert and LeVene (1929), took a stride forward 
in rhynchonelloid classification when he separated the Camarotoechii- 
dae from the Rhynchonellidae. Unfortunately, however, he did not 
define the characters of the family. Even with this family divided into 
three subfamilies Schuchert has many forms of unlike structure clas- 
sified together. He states that the “Classification into families [of the 
Rhynchonellacea= Rhynchonelloidea] is not yet satisfactory.” No at- 
tempt was made to subdivide the Mesozoic and later forms except to 
group them according to geological periods, and to recognize the 
Dimerellidae of Buckman. 

Thomson (1927, pp. 145-164) discussed Recent and Tertiary rhyn- 
chonelloids in detail and made many interesting observations on them. 
He also assigned the genera to two families. The peculiar and primi- 
tive Cryptopora was assigned to the Dimerellidae where it seems very 
unhappy and the rest of the genera were put in the Rhynchonellidae 
where they are likewise out of place. 


I4 SMITHSONIAN MISCELLANEOUS COLLECTIONS VOL. 139 


Pettit (1950, 1954), in revising the Cretaceous rhynchonelloids of 
Great Britain, described some details of their interior but his work is 
disappointing in this respect. In some instances the interior was de- 
scribed by serial sections when direct preparations should have been 
less time consuming, easier to make, and far better understood. Owen 
(1955, p- 369) recently described a method for making serial sections 
of brachiopods preserved in chalk. In the writer’s opinion the serial- 
section method should be a last resort when all others fail. Chalk 
brachiopods are easy to prepare directly. The serial-section method is 
destructive of material and the interior characters may be obscured by 
old age growth and inner injury. Sectioning is far less satisfactory 
than direct observation unless it is the only course that can be taken. 

Rzhonsnitzkaia (1956, p. 125) presented an abstract and outline 
of a new classification of the order Rhynchonellida of Moore 1952. 
This classification is more elaborate and complete than any hitherto 
published but the families are not defined and the characters on which 
they are based are not stated. Family splitting of the rhynchonelloids 
has been so long needed that the characters of some of Rzhons- 
nitskaia’s new families and subfamilies are quite obvious. For a few, 
however, they are not so clear. Among the younger rhynchonelloids 
the only new category introduced is the Hemithyrinae, which will 
probably receive general acceptance, and is here elevated to family 
status. 


FAMILY AND GENERIC ARRANGEMENT AND CHARACTERS 


This brief survey of rhynchonelloid classification indicates that 
fundamental work is still to be done on the group. These shells are 
difficult, but they can be made to yield good interiors by simple methods 
of manual preparation or by serial sectioning. The writer attempts 
below to group into families the Recent and Tertiary rhynchonelloids 
on the basis of their interior details combined with features of the ex- 
terior. The cardinalia characters in their over-all pattern are, in ac- 
cordance with his work on the orthoids, triplesioids, pentameroids, and 
several other groups, regarded as of family rank. Some details of the 
cardinalia are generic but mostly they help to define families. The 
generic characters are found in minor interior details combined with 
ornamentation features and beak characters of the pedicle valve. This 
is well shown by the number of genera in the Paleozoic that have the 
internal characters of Camarotoechia but vary in external form and 
ornamentation: Paraphorynchus, Camarotoechia, and Pugnoides are 
examples. The principle is well exemplified by the families described 
below. 


NO. 5 RHYNCHONELLOID BRACHIOPODS—COOPER 15 


Family CryptoporipAE Muir-Wood, 1955.—Primitive rhyncho- 
nelloidea having a large deltoid foramen slightly restricted by elongate, 
triangular, elevated deltidial plates; crura long, maniculifer, continu- 
ous with the socket ridges ; median septum strongly elevated ; cardinal 
process a lobate thickening between the socket ridges; one pair of 
nephridia. 

Genera: Cryptopora and Manmia. 


Cryptopora.—Triangular in outline, exterior smooth. 
Mannia—Exterior spinose, with spoon-shaped expansion of median septum 
of brachial valve (validity of genus in question, see text, p. 22). 


BASILIOLIDAE Cooper, new family—Smooth or semicostate rhyn- 
chonelloids having conjunct deltidial plates and small auriculate 
foramen ; pedicle valve with dental plates varying from nearly obsolete 
to strong, pedicle collar well developed; brachial valve with broad 
falcifer crura supported by outer hinge plates or the socket ridge; no 
median septum but a median ridge may be present. 

Subfamilies: BASILIOLINAE, APHELESIINAE, and AETHEIINAE. 

BASILIOLINAE Cooper, new subfamily.—Basiliolidae with crura at- 
tached to broad outer hinge plates; no median septum. 

Genera: Basiliola, Eohemithyris, Neorhynchia, Rhytirhyncha, 
Probolarina, and Streptaria. 


Basiliola—Brachial valve much deeper than the pedicle valve; pedicle collar 
elaborate; exterior smooth; anterior commissure strongly uniplicate. 

Eohemithyris—Valves subequal in depth, smooth to semicostate; anterior 
commissure uniplicate. 

Neorhynchia.—Deltidial plates disjunct; exterior smooth but anterior commis- 
sure sulcate; incipient inner hinge plates. 

Rhytirhynchia—Outline like that of Basiliola but anteriorly costate; anterior 
commissure sulciplicate. 

Probolarina—Beak elongated; deltidial plates well exposed; anterior half 
strongly costate; elaborate pedicle collar; anterior commissure uniplicate. 

Streptaria—Exterior smooth to semicostate; anterior with sides twisted; 
foramen with reflected rim; dental plates reduced; pedicle collar poorly 
developed. 


APHELESIINAE Cooper, new subfamily.—Basiliolidae with crura at- 
tached directly to side of socket ridge; thick median ridge present in 
brachial valve. 

Genus: Aphelesia. 


Aphelesia—Smooth to anteriorly costate; anterior commissure uniplicate. 


AETHEIINAE Cooper, new subfamily—Basiliolidae having a minute 


16 SMITHSONIAN MISCELLANEOUS COLLECTIONS VOL. 139 


foramen, concave deltidial plates, reduced to obsolete dental plates 
and thick inner hinge plates. 
Genera: Aetheia and Patagorhynchia, 


Aetheia.—Elongate triangular in outline and exterior smooth. 
Patagorhynchia.—Costellate and anteriorly imbricate. 


Family HeMirHyrRIDwaAE Rzhonsnitzkaia, 1956 [proposed as a sub- 
family].—Rhynchonelloidea with strong, slender, curved radulifer 
crura attached to small outer hinge plates by their posterodorsal face 
or to thick socket ridges; crura distally pointed and horizontally 
flattened. 

Genera: Hemithyris, Notosaria, Tegulorhynchia, and Plicirhyn- 
chia. 

Hemithyris——Beak long, surface striate to costellate; deltidial plates disjunct. 

Notosaria——Beak short; exterior costate; nonimbricate; deltidial plates dis- 
junct. 

Tegulorhynchia.—Costellate to costate, strongly imbricate to spinose; deltidial 
plates conjunct?; medium septum reaching apex. 

Plicirhynchia—Long beak, posterior striate to costellate, anterior costate to 
plicate; deltidial plates conjunct. 


FRIELEIIDAE Cooper, new family.—Usually capillate to costellate 
valves with triangular outline, strong dental plates, and brachial valve 
with short, straight, laterally compressed spinulifer crura supported 
by short plates that unite with the median ridge or septum to form a 
small chamber. 

Genera: Frieleia, Compsothyris, Grammetaria. 

Frieleia—Elongate shells with the pedicle valve having the greater depth 
and the brachial valve with a high median septum; anterior commissure recti- 
marginate to ligate; deltidial plates disjunct; inner hinge plates extravagantly 
developed. 

Compsothyris—Roundly triangular in outline; valves of subequal depth; 
median septum only moderately elevated and deltidial plates disjunct; anterior 
commissure gently uniplicate; inner hinge plates incipiently developed. 

Grammetaria.—Elongate, costellate shells with rectimarginate anterior com- 
missure, low, thick median septum, and conjunct, strongly auriculate deltidial 
plates; inner hinge plates incipient. 


HISPANIRHYNCHIIDAE Cooper, new family.—Triangular, capillate 
rhynchonelloidea having a weak median ridge or no median ridge in 
the brachial valve; crura spinulifer ; anterior commissure rectimargi- 
nate to ligate. 

Genera: Hispanirhynchia and Sphenarina. 

Hispanirhynchia.—Deltidial plates disjunct and median ridge of brachial valve 


low and thick; inequivalve, the pedicle valve being the deeper; inner hinge 
plates strongly developed. 


NO. 5 RHYNCHONELLOID BRACHIOPODS—COOPER a7, 


Sphenarina.—Deltidial plates conjunct; subequivalve; brachial valve with no 
median ridge; slight or no development of inner hinge plates. 


ERYMNARIIDAE Cooper, new family.—Rhynchonelloidea having sep- 
tifer crura. 
Genus: Erymnaria., 


Erymnaria.—Exterior smooth, inequivalve; anterior commissure uniplicate 
to twisted ; deltidial plates conjunct; the brachial valve having the greater depth. 


Family CrypTorormpAE Muir-Wood 1955 
Genus CRYPTOPORA Jeffreys, 1869 
Plates't2; A, By 2A, 5,°C, 2%; Di text figure TA 


Cryptopora Jeffreys, Nature, vol. 1, p. 136, 1869 (inadequately described, not 
figured) ; Thomson, Geol. Mag., n. s., dec. 6, vol. 2, pp. 387, 388, 392, 1915; 
Thomson, New Zealand Board Sci. Art, Manual 7, p. 146, 1927. 

Atretia Jeffreys, Proc. Roy. Soc., vol. 18, No. 121, p. 421, 1870 (inadequately 
described, not figured) ; Ann. Mag. Nat. Hist., ser. 4, vol. 18, p. 250, 1876; 
Proc. Zool. Soc. London, p. 412, 1878; Davidson, Trans. Linnaean Soc., ser. 2, 
vol. 4, pt. 2, p. 173, 1887. Not Atretium Cope, 1861. 

Neatretia Fischer and Oehlert, Exped. Sci. Travailleur et Talisman, p. 122, 1801. 

Mannia Davidson, Geol. Mag., dec. 2, vol. 1, No. 4, p. 156, 1874(b). 


Small, translucent to transparent, subtriangular in outline with the 
greatest shell width anterior to the middle; subequivalve; anterior 
commissure rectimarginate to broadly sulcate; surface smooth. Beak 
of the pedicle valve moderately long, pointed, nearly straight ; foramen 
large, incomplete, not restricted ; deltidial plates rudimentary, forming 
a ridge on the delthyrial edge, auriculate to alate. Shell fiber mosaic 
coarse. 

Pedicle valve interior with small noncorrugated teeth; apex with 
thickened plate elevated above valve floor ; teeth supported by strong, 
divergent dental plates. Muscle scars not well impressed. 

Brachial valve interior with small, smooth or roughened sockets 
bounded by high socket ridges; socket ridge overlying crural base; 
crura of maniculifer type, long and slender, slightly curved, expanded 
distally and commonly with the distal edge deeply digitate. Cardinal 
process small, bilobed and transverse. Median septum high anteriorly 
but sloping steeply to the valve floor posteriorly and disappearing an- 
terior to the apex; anterior face of septum steep. Adductor scars 
lightly impressed. One pair of metanephridia in the fleshy body of 
the animal. 

Type species (by monotypy).—Atretia gnomon Jeffreys. Ann. 
Mag. Nat. Hist., ser. 4, vol. 18, p. 251, 1876. 


18 SMITHSONIAN MISCELLANEOUS COLLECTIONS VOL. 139 


Comparison.—This is a very distinctive little brachiopod and can- 
not be confused with any other modern form. It is characterized by 
a yellowish to white and shiny, transparent to translucent shell having 
peculiar deltidial plates, long, slender maniculifer crura and a short, 
high, slender median septum. The only described genus similar to it 
is Mannia which is said to differ in the form of the septum and the 
possible presence of spines on the exterior. (See Mannia.) 

Cryptopora has frequently been compared with the Triassic genus 
Dimerella but the two are actually very different. The median septum 
of the brachial valve of Dimerella has a different form, the deltidial 
region of the Triassic shell is different, and the dental plates are much 
less strongly developed than those of the modern genus. The exterior 
of the two genera is also quite different, the Triassic shell being wide 
with a fairly wide hinge and costellate exterior. The modern genus on 
the other hand is narrowly triangular and smooth. 

Geological horizon.—Cryptopora was recorded from the Eocene 
(Salt Mountain formation) by Toulmin (1940, p. 229). It is also 
known from the Oligocene of Cuba and Miocene of Europe (see below 
and Mannia). 

Thomson (1927, p. 147) cites Rhynchonella discites Dreger from 
Vienna, R. lovisati Dreger from Sardinia, and Hemithyris parvillima 
Sacco from Italy, all from the Miocene, as possible fossil examples of 
Cryptopora. Thomson also cites Terebratella acutirostra Chapman, a 
possible synonym of C. brageri from the Miocene of Victoria, Aus- 
tralia, as another fossil species. The geological range is therefore 
from Eocene to Recent. 

Distribution.—In the North Sea and North Atlantic south to Cuba 
in waters ranging from 75 to 2,200 fathoms. In the Southern Hemi- 
sphere it occurs off New South Wales in 17 to 100 fathoms, and on 
southern Agulhas Bank, South Africa, in 500 to 565 meters or about 
275 fathoms. 

Assigned species——The one Eocene form known was not named 
but species are known from the Miocene and in modern waters : 


Atretia gnomon Jeffreys, Recent, North Atlantic. 

A. brazeri Davidson, Recent, east Australia. 

Cryptopora boettgeri Helmcke, Recent, southern Agulhas Bank, Africa. 
C. rectimarginata Cooper, Recent, East coast Florida, Cuba. 

? Rhynchonella discites Dreger, Miocene, Vienna. 

? R. lovisati Dreger, Miocene, Sardinia. 

? Terebratella acutirostra Chapman, Miocene, Australia. 

? Hemithyris parvillima Sacco, Miocene, Italy. 

Mannia nysti Davidson, Miocene, Belgium. 


NO. 5 RHYNCHONELLOID BRACHIOPODS—COOPER 19 


Discussion —This genus differs strongly from other modern and 
Tertiary rhynchonelloids except Mannia which is discussed below. 
The form of the median septum and crura are unique and the deltidial 
plates are formed differently from those of the other rhynchonelloid 
genera. 

The deltidial plates of Cryptopora are disjunct throughout life. The 
foramen is not greatly restricted by these plates because they usually 
grow at a high angle to the edge of the delthyrium rather than being 
a continuation of it. The foramen is thus incomplete and not circular 
but is deltoid and roughly parallel to the delthyrial margins. 

The deltidial plates are small and elongate triangular, forming on 
the delthyrial margin at a high angle and commonly reflected laterally 
to overhang the dorsolateral slopes of the beak. In Cryptopora rec- 
timarginata Cooper, new species, the deltidial plates are strongly 
alate, the projections being located near the posterior of the plate and 
narrowly rounded, bluntly pointed or rarely serrated. In the older 
shells the blunt points disappear. 

The apex of the pedicle valve is occupied by a small elevated tri- 
angular plate against which the pedicle rests. A plate similar to this 
appears in other genera, such as Hemithyris. Aside from the strong 
dental plates the pedicle valve reveals no other structures. The shell 
is so thin that muscle scars cannot be seen easily. A suggestion of a 
low myophragm appears in some specimens. 

The cardinalia of the brachial valve are unusual. The socket plates 
are small and delicate, appear to be continuous with the crural bases 
and lie above or posterior to them. The socket plates are attached 
directly to the shell wall and buttressed for a short distance by a small 
supporting plate. The crura are long and welded with the crural bases 
and supporting plates in such a way that they appear to make one 
plate. The main part of the crura are strong but slender and are 
bowed outward to a considerable degree in older specimens, less so in 
the young ones. The distal extremity is flattened laterally and the free 
end serrated or frayed into a number of small prongs. The whole 
suggests a tiny hand with outstretched spreading fingers or a flattened 
fist. 

The diductor muscles were attached to a bilobed boss or cardinal 
process at the posterior apical part. This is somewhat thickened in old 
shells, the thickening spreading to the base of the crura and uniting 
with an extension of the median septum. 

The most conspicuous feature of the brachial valve is the median 
septum. It is highest at about midvalve but descends rapidly posteri- 


20 SMITHSONIAN MISCELLANEOUS COLLECTIONS VOL. 139 


orly to disappear before reaching the apex in young shells. In old 
specimens a low extension of the septum extends to the apex where 
it unites with a thickening from the cardinal process. The septum 
thus makes a narrow wedge extending ventrally almost to the inner 
wall of the pedicle valve. 

I have not observed the radial striae reported by Dall (1920, p. 293) 
in young shells. 

The fossil species assigned doubtfully to Cryptopora may be the 
young of other species. The gaping foramen and rudimentary deltidial 
plates are suggestive of young rhynchonelloids. Meznerics (1943, 
p. 23) points out that Sacco believed H. parvillima to be a juvenile of 
H. de buchii= Streptaria buchi. 

I have examined a specimen of Manma nysti Davidson from the 
Miocene of Belgium. As explained in the discussion under Mannia, 
this specimen has the features of Cryptopora but does not conform 
completely with the description given by Davidson. The description 
of this genus is evidently inaccurate and the two genera are exact 
synonyms (see discussion under Mannia). 


CRYPTOPORA RECTIMARGINATA Cooper, new species 
Plates 1, B, 2, A 


Atretia gnomon Dall (not Jeffreys), Proc. U. S. Nat. Mus., vol. 57, p. 293, 
1920 (U.S.N.M. Cat. Nos. 83131, 274138, 274130, 94367, 3360804). 


Shell small, translucent to white, subtriangular in outline, with the 
greatest width anterior to the middle; sides gently rounded; anterior 
margin strongly rounded; valves subequal in depth; anterior com- 
missure rectimarginate ; surface smooth. 

Pedicle valve slightly deeper than the brachial valve; lateral pro- 
file gently convex, most convex in the posterior third and flattened 
in the anterior third; anterior profile broadly convex, slightly more 
convex than the brachial valve in this profile. Beak pointed, forming 
an angle of about 85°, suberect ; deltidial plates erect, thickened along 
their distal margin, commonly extravagantly auriculate, the auricula- 
tions directed laterally. 

Pedicle valve interior with thick apical plate well elevated above the 
valve floor ; teeth small, wide ; dental plates stout, slightly divergent an- 
teriorly, approximately vertical to the valve floor. Muscle field anterior 
to delthyrial cavity. 

Brachial valve with gently convex lateral profile, the maximum con- 
vexity located just anterior to the umbo and posterior to the middle; 


NO. 5 RHYNCHONELLOID BRACHIOPODS—COOPER 21 


anterior profile broadly and gently convex; posterolateral slopes 
moderately steep; anterior slope long and flattened. 

Brachial valve interior with long, approximately parallel crura; 
socket ridges stout, grown together with the cardinal process which 
forms a thickening between the socket ridges at the apex; median 
septum stout, short anteroposteriorly, narrow in profile; adductor 
scars deeply sunk and forming an elongate track on each side of the 
median septum. 


MEASUREMENTS IN MILLIMETERS 


Brachial 


Length length Width Thickness 
EVOLOLY [IE a Sere nicjeiee ey sie atsisns:brewiataie.eveue rae’ 5.2 4.4 4.4 1.8 
Paratype: Ui SANGIN: 274TA Sd s wie cis cise 5.3 4.7 4.6 1.6 


Types.—Holotype, U.S.N.M. 274143a; figured paratypes, U.S. 
N.M. 274143b, c, d, 274168a, 336895a, and 336896a. 

Horizon and locality—Recent, Eolis Station 340, at 209 fathoms 
off Fowey Light; several other stations off Fowey Light at depths 
ranging from 85 to 205 fathoms ; off Sand Key at 75 to 120 fathoms ; 
off Sambo Reef at 135 fathoms; off Western Dry Docks, at 80 and go 
fathoms; and off Key West at 110 fathoms; all off Florida. 

Comparisons.—This species is characterized by its narrowly len- 
ticular profile, the rectimarginate anterior commissure, auriculate 
deltidial plates, thick cardinalia and short, stout median septum. 

Cryptopora rectimarginata differs from C. gnomon in several re- 
spects. The latter is quite strongly sulcate, whereas the Florida species 
is rectimarginate ; C. gnomon is a thicker shell than C. rectimarginata 
and has a longer median septum and does not have the auriculations 
on the deltidial plates. Helmcke’s species C. boettgeri likewise does 
not have the auriculations on the deltidial plates and also has a longer 
median septum than C. rectimarginata. The Australian C. brazieri 
differs from C. rectimarginata in having a flattened brachial valve, no 
auriculations on the deltidial plates, and a longer and more delicate 
median septum. 

A specimen from the Oligocene (Cojinar formation), from Sagua 
la Grande in Las Villas Province, Cuba (U.S.N.M. 459424a) is 
strongly suggestive of C. rectimarginata because it has auriculate 
deltidial plates and the form and profile of the Florida species. 

Cryptopora rectimarginata appears to be a shallow-water species 
ranging in depth from 75 to 209 fathoms. Cryptopora gnomon, on the 
other hand, is a deeper-water form. Depth ranges given for specimens 


22 SMITHSONIAN MISCELLANEOUS COLLECTIONS VOL. 139 


in the U. S. National Museum collection are from 650 to 2,200 
fathoms. The Australian species is a shallow-water form found in 100 
fathoms. Cryptopora boettgeri from off Agulhas Bank, South Africa, 
is from deeper water, 500 meters (275 fathoms). 


CRYPTOPORA GNOMON Jefireys 
Plates 5; C, 21, D 


Crytopora gnomon Jeffreys, Nature, vol. 1, Dec. 2, p. 136, 1869. 

Atretia gnomon Jeffreys, Proc. Roy. Soc., vol. 18, No. 121, p. 421, 1870; David- 
son, Trans, Linnaean Soc., ser. 2, vol. 4, pt. 2, p. 173, pl. 25, figs. 6-13, 1887. 
Neatretia gnomon (Jeffreys) Fischer and Oehlert, Exped. Sci. Travailleur et 

Talisman, p. 122, figs. I1a-c, 1891. 


This is a deep-water form that differs markedly from C. rectimar- 
ginata in its nonalate deltidial plates, more strongly folded anterior 
commissure, and other details. Figures are introduced for comparison 
with the Florida species. 

Types.—Figured specimens U.S.N.M. 94367, 44911, c, d. 

Horizon and locality—Recent, 780 fathoms, off Cuba; 1,525 
fathoms at U. S. Fish Commission Station 2221, south of Marthas 
Vineyard, Mass. 


Genus MANNIA Davidson, 1874 
Plates 1, A, 21, F; text figure 1, B 


Mannia Dewalque, Prodrome d’une Description Géol. Belg., p. 432, 1868 (not 
described or figured); Davidson, Geol. Mag., dec. 2, vol. 1, No. 4, p. 156 
(extract p. 6), 1874(b) ; Thomson, New Zealand Board Sci. Art, Manual 7, 


p. 2906, 1927. 


This interesting little brachiopod [type species (by monotypy), 
Mannia nystt Davidson, 1874] was described by Davidson who indi- 
cates that some points of its anatomy are still to be learned. The 
affinities of Mannia, as well as its anatomy, are not clearly under- 
stood because some workers have regarded it as a rhynchonelloid but 
one of the best informed students of brachiopods, J. Allan Thomson, 
thought that it is a terebratuloid. Its rhynchonelloid affinities, how- 
ever, now seem clear and unquestionable. Because of the rarity of this 
species little is known of it but restudy of a good specimen and photo- 
graphs of the types now make its features clear. 

According to Davidson’s description, Mannia is similar to Crypto- 
pora externally as well as internally. The beak region is elongated 
and pointed and the pedicle opening is elongate triangular. The pedicle 
opening is bordered by attenuated, triangular deltidial plates as in 


NO. 5 RHYNCHONELLOID BRACHIOPODS—COOPER 23 


Cryptopora. An external difference between the two, on the other 
hand, is suggested by Davidson’s report on the exterior of Mannia of 
“concentric scaly lines of growth, from which scattered adpressed 
spinules seem to arise.” The specimen figured by Davidson is very 
small. Its measurements are given in lines: length 2 lines=4 mm., 
width 14 lines=3 mm. 

The pedicle valve interior is not well known, but Davidson (1874b, 
p. 157) speaks of a “narrow vertical plate” dividing the larger por- 
tion of the beak into two parts. However, no indication of a median 





A B 


Fic. 1.—Partial side views of the brachial valves of A, Cryptopora, ca. X 8, 
and B, Mannia, ca. & 16, showing maniculifer crura. 


septum can be seen in the beak region in Davidson’s figure 10a, plate 7. 
Inside the brachial valve the cardinal process is medial and the crura 
are long but the socket plates are small. In one figure the crura are 
convergent ; in the other they are divergent, but in both they are similar 
to the crura of Cryptopora. Davidson reports them as being broken, 
which is probably the reason why they are illustrated as not flattened 
and expanded distally. 

The median septum of the brachial valve is illustrated by Davidson 
as like that of Cryptopora in being short and very high. Unlike Cryp- 
topora, however, its distal extremity is embellished by “two small tri- 
angular plates united posteriorly, separate and angular anteriorly.” 
These form a small spoonlike trough which was interpreted by Thom- 
son (1927, p. 297) as a terebratelliform structure. Thomson goes on 
to state that the shell of Mannia will ultimately prove to be punctate, 
but Davidson said emphatically that it is impunctate and referred it 
to the Rhynchonellidae. 


24 SMITHSONIAN MISCELLANEOUS COLLECTIONS VOL. 139 


I am indebted to Dr. A. Vandercammen and the officials of the 
Institute Royal des Sciences Naturelles de Belgique for a very fine 
specimen of Mannia nysti from the Upper Miocene (Diestien-Sables 
de Deurne) from Wommelghem, just east of Antwerp, Belgium. 
When delivered to me the specimen had both valves attached. Its 
exterior was photographed and then the valves teased apart with only 
a small fracturing of the anterior margin of the pedicle valve (see 
pl. 1, A). Inasmuch as this specimen is essentially a topotype and 
from the only horizon from which the species is known, it gives an 
authentic check on Davidson’s description and figures. 

My obligation to Dr. Vandercammen is still greater because he also 
sent me notes on Davidson’s type lot and an enlarged picture of his 
types. These and the fine little specimen now make it possible to cor- 
rect Davidson’s description and to refigure the genus with unretouched 
pictures. The combined result of this reevaluation is to demonstrate 
beyond reasonable doubt that Manmia is Cryptopora. 

The specimen from Wommelghem is small, having a length of 2.5 
mm. and a width of 1.8 mm. The outline is elongate triangular, the 
beak sharply pointed and the deltidial plates strongly elevated. The 
exterior appears to be completely smooth, without any trace of con- 
centric, scaly lines or “adpressed spinules.” The anterior commissure 
is rectimarginate. The interior shows a coarse mosaic of shell fibers, 
a distinctly rhynchonelloid character. 

The striking feature of the pedicle valve of this specimen is the 
strong elevation of the deltidial plates and the large size of the apical 
plate. The interior of the brachial valve is generically exactly like 
that of modern Cryptopora but specific differences may be readily 
noted, especially in the crura. These are bowed as in the modern 
species but the distal expansion is greatly exaggerated in its size and 
flatness. Furthermore the serrations on its distal extremity are nu- 
merous and minute (text fig. 1, A). 

Of features recorded by Davidson as characteristic of Mannia I 
was unable to confirm the presence of a median septum in the apex of 
the pedicle valve. The triangular plates on the distal extremity of the 
median septum of the brachial valve were not confirmed and the 
details of the exterior are not in accordance with Davidson’s descrip- 
tion and figures. 

The information and data furnished me by Dr. Vandercammen in- 
cluded a photograph of Davidson’s type specimens and the label ac- 
companying them. Five specimens are shown, one complete specimen 
exactly like that from Wommelghem sent to the U. S. National 


NO. 5 RHYNCHONELLOID BRACHIOPODS—COOPER 25 


Museum, three brachial valve interiors, and one pedicle valve in- 
terior. The outside and inside of these specimens are exactly like 
those of the specimen illustrated on plate 1, A, of this monograph 
except in one instance. Examination of the pictures of the brachial 
valve interiors under a magnifier failed to show any expansion of the 
distal end of the median septum. A possible mixture of species has 
occurred because the median septum of the largest of the three brachial 
valves extends anterior to midvalve and nearly to the apex in the 
opposite direction, is not abruptly elevated as typical, and seems to 
have different crura. This appears to belong to some other genus 
but it is difficult to say what it is. The other two are quite characteristic 
of Cryptopora. The complete specimen is illustrated from the dorsal 
side and shows the characteristic large foramen bordered by narrow 
deltidial plates. I am unable to distinguish the details of the pedicle 
valve interior from the picture. 

Davidson was a keen observer but it is difficult to escape the conclu- 
sion that his figures of Mannia are a misrepresentation of specimens 
of Cryptopora. I have therefore placed Mannia in the synonymy of 
Cryptopora. 


BASILIOLIDAE Cooper, new family 
BASILIOLINAE Cooper, new subfamily 
Genus BASILIOLA Dall, 1908 
Plates) 11,8} 12, 13,. By 14,°A, © 


Basiliola Dall, Bull. Mus. Comp. Zool., Harvard Coll., vol. 43, No. 6, p. 442, 
1908; Thomson, New Zealand Board Sci. Art, Manual 7, p. 154, 1927; Jack- 
son and Stiasny, Siboga-Exped., Monogr. 27, p. 10, 1937. 

Basiola Thomson, Geol. Mag., n. s., dec. 6, vol. 2, p. 390, 1915 (Lapsus calami). 

Neohemithyris Yabe and Hatai, Proc. Imp. Acad. Japan, vol. 10, No. 9, p. 587, 
1934; Hatai, Sci. Rep. Téhoku Imp. Univ., ser. 2 (Geology), vol. 20, p. 210, 
1940. 


Outline elongated subpentagonal to rounded subpentagonal ; widest 
at about midvalve; strongly inequivalve, the brachial valve being 
greatly swollen but the pedicle valve gently convex ; anterior commis- 
sure strongly uniplicate but the fold on the brachial valve low and in- 
conspicuous; surface smooth. Beak of pedicle valve small, nearly 
straight, short; foramen small, complete circular to elongate-elliptical, 
submesothyrid; deltidial plates small, conjunct, moderately to elabo- 
rately auriculate. 

Pedicle valve interior with strong and complex pedicle collar ; teeth 
small and corrugated, supported by short receding dental plates which 


26 SMITHSONIAN MISCELLANEOUS COLLECTIONS VOL. 139 


define shallow and narrow umbonal chambers. Muscle field short and 
narrow, the diductors surrounding the large adductors and with small 
adjustors in a posterolateral position. Pallial marks strongly im- 
pressed, the vascula media extending from the anterolateral end of 
the muscle field to converge anteriorly on the long tongue. Lateral 
branches few. 

Brachial valve interior with deep corrugated sockets bounded by 
strong socket ridges; crura of falcifer type, moderately long crescentic 
in section, scimitarlike and attached to the socket ridges by prominent 
outer hinge plates. Inner hinge plates absent. Vascula media widely 
divergent. 

Type species (by original designation) —Hemuthyris beecheri Dall, 
Proc. U. S. Nat. Mus., vol. 17, p. 717, pl. 31, figs. 1-4, 1895. 

Comparison.—Basiliola is characterized by its smooth shell, elabo- 
rate pedicle collar, conjunct and auriculate deltidial plates, small round 
to longitudinally elliptical foramen and the broad outer hinge plates 
of the cardinalia. Basiliola differs from Rhytirhynchia, which it other- 
wise resembles, in lack of anterior costation. It differs from Aetheia 
in the nature of the foramen and the lack of inner hinge plates in the 
cardinalia. Aphelesia is similar externally to Basiliola and has a similar 
foramen but its cardinalia are quite distinct in lacking outer hinge 
plates. Basiliola differs from Probolarina by its smooth exterior. 

Geological horizon.—Basiliola is known from Pliocene to Recent. 

Distribution—The known Pliocene species of Basiliola are from 
Okinawa. Yabe and Hatai (1935) identified one Okinawa form as 
Neohemithyris lucida and identified its age as Pleistocene. Cooper 
(1957) described specimens of this species from the same place as 
new, and another, not named, in addition. Furthermore, the U. S. 
Geological Survey now dates the beds producing these specimens as 
late Pliocene. So far as known these are the only fossil basiliolas 
known. 

Basiliola occurs in modern seas around the Hawaiian Islands, Japan, 
Fiji, Borneo, Malay Archipelago, the Celebes, and Philippine Islands. 

Bathymetric range-—Each of the species assigned here to Bastliola 
has a different bathymetric range and different temperature tolerance. 
Basiliola beecheri ranges in depth from 143 fathoms down to 313 
fathoms, and the temperature range is 43.8° F. to 60.8° F. Basiliola 
pompholyx usually occupies deeper water, from about 150 fathoms 
(275 meters, Jackson and Stiasny, 1937, p. 10) down to 1,105 fathoms, 
and with a temperature tolerance between 43.3° F. and 52°F. Ba- 
siliola elongata occurs in 24 fathoms but the temperature is not known. 


NO. 5 RHYNCHONELLOID BRACHIOPODS—COOPER 27 


Another specimen, possibly the same species, is from 153 fathoms. 
Basiliola lucida is from waters of 56 fathoms down to 122 fathoms 
and the temperature range is from 51° F. to 63° F. 
Assigned species ——The following species are assigned to Basiliola: 
Hemithyris beecheri Dall, Recent, Hawaiian Islands. 
Basiliola pompholyx Dall, Recent, Philippines. 
Rhynchonella lucida Gould, Recent, Japan. 


Basiliola nitida Cooper, Pliocene, Okinawa. 
B. elongata Cooper, new species, Recent, Philippines. 


Discussion.—Basiliola with its strongly unequal valves and small 
foramen bounded by auriculate deltidial plates is usually easy to recog- 
nize. The shells range from hyalescent when living to opaque in the 
older or dead shells. The color ranges from pale yellow-brown to 
brownish gray. The anterior commissure is usually strongly folded 
in the dorsal direction, a long tongue from the pedicle valve fitting into 
the deeply reentrant brachial valve. Although the anterior uniplica- 
tion is strong, the fold on the brachial valve is not, as a rule, well 
defined. Except for the uniplicate commissure the valves are not 
otherwise plicated, nor do they have any radial markings. 

Aside from the smooth shell and uniplication the only other distinc- 
tive exterior feature of Basiliola is the beak. This is generally not 
much elongated but is bluntly pointed. The foramen is usually small 
circular, longitudinally oval, or elongated elliptical. The anterior side 
of the foramen is usually bounded in all the species by a moderate 
to elaborate flange or auriculation. In B. beechert and lucida this is 
present but not as exceptionally developed as in B. pompholy.x. 

The deltidial plates are conjunct and often so tightly joined as to 
approximate a symphytium. The anterior margin of the deltidial 
plates commonly rests on the umbo of the brachial valve. In old 
shells the movement of the umbo against the anterior margin of the 
deltidial plates leaves a smooth area. In some specimens an extension 
grows anteriorly from the anterior margin of the deltidial plates along 
the surface of the umbonal slope of the brachial valve. This usually 
is part of the pedicle collar. 

The chief character on which Dall based his genus is the pedicle 
collar and which is elaborate in many specimens. It is best seen in 
B. pompholyx (pl. 12, fig. 10) although it is well developed in the 
other species. The collar is built as a plate from the anterior edge of 
the deltidial plates as mentioned above and extends around the inside 
of the apex. The collar in many specimens is clear of the valve floor 
but in others shell substance has been added under the free antero- 
ventral edge. 


28 SMITHSONIAN MISCELLANEOUS COLLECTIONS VOL. 139 


The muscle field of the pedicle valve is generally small in all species 
but it is also deeply excavated into the shell. The individual scars are 
usually strongly impressed. The diductor scars are small for such 
large shells, are somewhat rectangular in form, and surround the 
moderately large adductor patch. The adjustor scars are small and are 
located just anterior to the front edge of the dental lamellae. Posterior 
to the main part of the muscle field and within the delthyrial cavity the 
floor of the valve is considerably thickened. Here two small scars, the 
accessory diductors, are located. 

The genital area is small and is situated on the sloping sides of the 
shell just anterior to the dental plates. The teeth are small, corrugated, 
and are supported by thin dental plates that are nearly obliterated in 
some specimens by thickening of the inside of the shell and filling of 
the umbonal cavities. 

A prominent feature of Basiliola is the strong development of the 
pallial markings. One main pair of pallial trunks, the vascula media, 
originates between the diductor and adjustor muscles. A subsidiary 
pair of trunks, the vascula genitalia, originates at the same place but 
extends posterolaterally to surround the genital area. The vascula 
media extend slightly anterolaterally to just beyond midvalve where 
they branch. The main vascula media then extend slightly antero- 
medially to terminate on the outside of the tongue. The other branches 
at midvalve extend laterally where they divide. One branch swings 
posteriorly near the valve margin to die out just before reaching the 
teeth. The other branch extends anterolaterally. Short vascula ter- 
minalia are given off from the outside anterior part of the vascula 
media and their lateral branch, the vascula arcuaria. 

The cardinalia of the brachial valve are characterized by the wide 
and flat outer hinge plates to which are attached concave scimitarlike 
falcifer crura. These are concave inward and are blunt at their distal 
extremity. The crural blades are slightly oblique or nearly vertical as 
viewed from the posteroventral side. The distal edge of the crura 
facing the pedicle valve are usually finely serrate. 

No median septum is present but in some specimens the elongated 
adductor field is divided medially by a faint myophragm. The adductor 
scars are small and elongated. The posterior pair is much smaller 
than the anterior pair. The genital area is small like that of the pedicle 
valve and is surrounded anteriorly and laterally by vascula genitalia 
that connect with the posterior end of the vascula media. The major 
trunks in the brachial valve are like those of the pedicle valve. The 
vascula media originate at the outer ends of the adductor field and 


NO. 5 RHYNCHONELLOID BRACHIOPODS—COOPER 29 


extend anteriorly, generally following the outer slope of the median 
trough formed by the fold. The vascula media branch at midvalve and 
the branches form a course similar to those of the opposite valve. 

The genus Neohemithyris as defined by Yabe and Hatai in 1934 is 
identical to Basiliola, The authors of this genus emphasize the con- 
junct deltidial plates and the nature of the foramen. Specimens of 
Rhynchonella lucida Gould, type species of Neohemithyris, have been 
compared with B. beechert and proved generically identical. In fact 
the Japanese species suggests immature B. beecheri. 

Specimens (U.S.N.M. 499321) from Vanua Mbalavu, Lau, Fiji, 
referred by Ladd and Hoffmeister (1945, pp. 329-330) to Neohemi- 
thyris lucida, are young forms having the characters of Basiliola. The 
genus Basiliola thus proves to have a far wider range in the Pacific 
than hitherto believed. 


BASILIOLA ELONGATA Cooper, new species 
Plate 14, C 


Not Basiliola pompholyx Dall, Proc. U. S. Nat. Mus., vol. 57, p. 292, 1920 
(U.S.N.M. 235844 and 300266). 


Shell thin, of about medium size, elongate oval in outline; greatest 
width anterior to the middle; beak acute, forming an angle of about 
80°. Anterior margin nearly straight ; anterior commissure moderately 
uniplicate ; valves subequal in depth, the brachial valve being slightly 
deeper than the other; surface marked only by concentric lines of 
growth. 

Pedicle valve gently convex in lateral profile, with the maximum 
convexity in the posterior half; anterior profile broadly but gently 
convex; umbonal region moderately and narrowly swollen and with 
steep lateral slopes; sulcus originating just anterior to the middle, 
broad and shallow; tongue short and abruptly truncated; flanks 
gently inflated and with gentle slopes. Foramen elongate-oval, fairly 
large; deltidial plates conjunct and with a marked lip on the anterior 
side of the foramen. 

Brachial valve fairly evenly and moderately convex in lateral pro- 
file ; strongly convex in anterior profile ; umbonal and median regions 
inflated ; umbonal slopes steep ; fold originating at about midvalve, in 
the anterior third slightly elevated above the surrounding flanks which 
are moderately swollen and steep sided. 

Pedicle valve interior with small teeth and short, inconspicuous 
dental plates; diductor field moderately large, flabellate not strongly 
inserted ; genital areas narrowly crescentic ; pallial marks not strongly 


30 SMITHSONIAN MISCELLANEOUS COLLECTIONS VOL. 139 


impressed. Brachial valve interior with long, stout, slightly curved 
crura and moderately wide outer hinge plates. 


MEASUREMENTS IN MILLIMETERS 


Brachial Greatest 


Length length width Thickness 
POLS by De Ao) c)uceorn chet alnies decease actos 14.8 13.7 13.4 8.9 
Bisared (paratype srs sicuiccinies as cise 15.8 13.8 niga 9.0 


Types.—Holotype, U.S.N.M. 235844a ; figured paratype, U.S.N.M. 
235844b. 

Locality —U. S. Bureau of Fisheries Station 5146 at 24 fathoms, 
off Sulade Island, Tapul Group, southern Philippines. 

Discussion—tThis pretty little species is listed by Dall (1920, 
p. 292) as B. pompholyx but it is a proportionally much longer shell 
and with completely different outline. Compared with the growth lines 
of specimens of B. pompholyx corresponding in length to those of 
B. elongata the two species prove to be quite distinct. 

Basiliola elongata is intermediate between B. beechert and B. lucida. 
It is larger than the latter but smaller than the former although its 
outline is similar. The Hawaiian shell is stouter and has somewhat 
stronger shoulders than B. elongata. The Japanese B. lucida is also 
less elongated than the new species. 

Inside the brachial valves of these three species Basiliola elongata 
has the longest crura whereas B. pompholyx has shorter crura rela- 
tive to B. elongata and B. beecheri. 

It is interesting to note that the bathymetric range of most of the 
specimens of B. pompholy-x listed by Dall (1920) is deeper than 300 
fathoms except for the new species and specimen U.S.N.M. 300863 
which appears to be referable to B. elongata. 

The specimen mentioned by Jackson and Stiasny (1937, p. 10) as 
very small and coming from Kei Island is suggestive of the new 
species. This is cited by them as a juvenile. 


Genus EOHEMITHYRIS 1! Hertlein and Grant, 1944 
Plates 5; A; 8; B; 75))B;) 20; (Ap B22, 1A: 
Eohemithiris Hertlein and Grant, Publ. Univ. California at Los Angeles, Math. 
and Phys. Sci., vol. 3, p. 55, 1044. 


Subpentagonal in outline, thick shelled, coarsely fibrous, translu- 
cent to transparent ; subequivalved, the brachial valve having a slightly 


1 The spelling of Eohemithiris is here corrected to Eohemithyris to make it 
coincide with the corrected spelling of Hemithyris. Inasmuch as Eohemithiris 


NO. 5 RHYNCHONELLOID BRACHIOPODS—COOPER 31 


greater depth than the pedicle valve; anterior commissure uniplicate, 
the fold being broad and gentle; beak erect, small, inconspicuous ; 
foramen small, round, slightly auriculate, submesothyrid; deltidial 
plates conjunct. Surface smooth but with obscure anterior costation 
in old individuals. 

Pedicle valve with narrow delthyrial cavity bounded by short dental 
plates plastered against the shell wall ; vascula media short, prominent. 

Brachial valve with short, slender socket ridges bounding narrow 
corrugated sockets ; outer socket plates moderately broad and shallow, 
attached to long and exceptionally broad falcifer crura ; adductor field 
subcircular, deeply inserted ; pallial trunks not impressed. 

Type species (by original designation) —Eohemithiris alexi Hert- 
lein and Grant, 1944, p. 55. 

Comparison.—The entire anatomy of Eohemithyris is most like 
that of Basiliola and other members of the Basiliolidae. It differs, 
however, in being more nearly equivalve, whereas Pasiliola is strongly 
inequivalve ; the deltidium of Eohemithyris is only slightly auriculate 
and does not have the elaborate development of the pedicle collar 
seen in Basiliola. The pallial marks of Basiliola are more strongly 
developed in all species but those of the type species of Eohemithyris 
are much abbreviated. The outer hinge plates attaching the crura to 
the socket ridges are narrower in Eohemithyris than in Basiliola. 

Comparison of Eohemithyris and Rhytirhynchia is essentially the 
same as that with Basiliola. The brachial valve of Rhytirhynchia is 
much deeper than that of Eohemithyris but the anterior costation of 
the former is much stronger than that seen in Eohemithyris which 
seems to be a rare feature. 

Eohemithyris is quite suggestive of Aetheia in outline and beak 
characters but differs from it in interior details. No development of 
inner hinge plates appears to have taken place in Eohemithyris. 

No other members of the Basiliolidae compare closely with Eohemi- 
thyris. 

Geological horizon.—Eocene (Domengine and Capay formations). 

Assigned species—Four species are assigned to this genus, two 
fossil and two Recent: 

Eohemithiris alexi Hertlein and Grant, Eocene, California. 
Eohemithyris? gettysburgensis Cooper, Miocene, California. 


Hemithyris colurnus Hedley, Recent, Australia. 
Rhynchonella grayi Woodward, Recent, Fiji Islands. 


was thought by its authors to be similar to Hemithyris and an early relative of 
it, the correction of spelling in the latter by Bronn is essential in the former. 
The spelling of Eohemithiris is corrected to Eohemithyris in Zoological Record 
for 1950, p. 21. 


32 SMITHSONIAN MISCELLANEOUS COLLECTIONS VOL. 139 


Distribution.—The fossil species are from the Eocene and Miocene 
of California but one Recent form is from off southeastern Australia, 
and another off the Fiji Islands. 

Discussion—The name chosen for this genus is unfortunate and 
inappropriate because the interior details now make it clear that it is 
totally unrelated to Hemithyris as its name implies. Relationship to 
the Basiliolidae seems clear in the broad falcifer crura, the details 
of the deltidial plates, foramen, and smooth exterior. Eohemithyris 
is the oldest known member of the Basiliolidae but its roots are prob- 
ably deep in the Cretaceous. It is also interesting that species are living 
today. 

Hemithyris colurnus Hedley is here assigned to this Eocene genus. 
This Australian species has never been satisfactorily placed and some 
objections may be raised to assigning it to Eohemuthyris, an Eocene 
species now known only from California. In spite of the time gap 
indicated, close comparison of the California and modern Australian 
species leaves few anatomical points of difference. The exterior of 
H. colurnus is essentially identical to that of Eohemithyris alexi. 
Both are thick-shelled forms with translucent to almost transparent 
shells, especially when they are wet. They are both coarsely fibrous. 
The beak characters of the two are identical. It is not possible to 
make a comparison of the pedicle collars of the two species because 
it is very difficult to determine these details in Eohemithyris. Actually 
some uncertainty exists as to whether the fossil species has a pedicle 
collar, but the area of the beak is so thickened that some sort of 
tubular arrangement must be present. 

Inside the pedicle valve the dental plates of the modern species 
may be somewhat less prominent than those of the fossil form; 
dental plates are definitely present in both however. It is to be ex- 
pected that those of the older species might be better developed than 
those of the modern form. The delthyrial cavities and muscle areas 
of the two seem identical; the pallial trunks of the modern form are 
better impressed but this may be a matter of preservation rather than 
one of generic distinction. 

Inside the brachial valve the crura and hinge plates are almost iden- 
tical, no features of generic value having been detected. The outer 
hinge plates are of about the same size, narrower than in Basiliola 
but much wider than in Aphelesia. The adductor field of the modern 
species is deeply impressed as in Eohemuithyris alexi but the pallial 
marks of the Recent species are more plainly impressed. The sock- 
ets of H. colurnus are strongly corrugated but the corrugation of the 


NO. 5 RHYNCHONELLOID BRACHIOPODS—COOPER 33 


Eocene species is not so strong in the specimens examined. This 
however could hardly be regarded as a generic difference. Other 
species of Eohemithyris can be expected in other Tertiary deposits 
and should be looked for. 

Rhynchonella grayi Woodward is another species that has never 
been correctly placed generically. Through the kindness of Dr. Helen 
M. Muir-Wood and the authorities of the British Museum I am able 
to furnish exterior and interior views of this species. It is clearly 
very similar to Hemithyris colurnus but is more strongly costate in 
the anterior third. Eohemithyris alexi and colurnus are both ob- 
scurely to definitely costate in the anterior part. Davidson’s figures 
of R. grayi greatly exaggerate the plication. The interiors and beak 
characters of R. grayi are clearly identical to those of E. colurnus 
and E. alexi, except for the swellings of shell material on the hinge 
plate, consequently the species is assigned to Eohemithyris. The shell 
profile and beak characters exclude FR. grayi from assignment either 
to Basiliola or Rhytirhynchia. Lack of inner hinge plates separates 
R. grayi from Aetheia which, except for the anterior costation, it 
otherwise resembles in its exterior characters. 


EOQHEMITHYRIS? GETTYSBURGENSIS Cooper, new species 
Plate 8, B 


Shell large, subpentagonal in outline, slightly wider than long ; 
sides narrowly rounded ; widest slightly anterior to midvalve ; anterior 
commissure strongly uniplicate; surface marked only by concentric 
lines of growth. 

Pedicle valve less deep than the brachial valve, moderately convex 
in lateral profile and with the strongest convexity in the posterior 
third; anterior profile nearly flat but with the median region slightly 
concave ; beak low, incurved ; umbo moderately swollen; sulcus origi- 
nating on the umbo, shallow and narrow but deepening and widening 
anteriorly to occupy slightly more than half the width at the anterior ; 
flanks somewhat flattened and with gentle slopes to the margins; 
tongue moderately geniculate, moderately long and broadly rounded. 

Brachial valve gently and fairly evenly convex in lateral profile ; 
anterior profile moderately strongly domed; fold originating at about 
midvalve, low, flattened, and prominent only at the anterior; flanks 
bounding fold slightly depressed, gently rounded. Umbonal region 
only slightly convex. 

Interior —Strong, short dental plates visible in pedicle valve; 
small, short socket ridges visible in brachial valve but no trace of a 
median septum or ridge seen through the moistened shell. 


34 SMITHSONIAN MISCELLANEOUS COLLECTIONS VOL. 139 


MEASUREMENTS IN MILLIMETERS 


Brachial Maximum 
Length length width Thickness 
FIGIGE DE. asst Gira s keae ensues sete 24.3 22.2 28.0 13.0 


Type.—Holotype, U.S.N.M. 549382. 

Horizon and locality—Miocene, Station 69, on coast, 44 miles west 
of Gettysburg, Washington. 

Discussion—This is a large and distinctive species unlike any 
figured by Hertlein and Grant (1944) in their monograph on the 
Tertiary and Recent brachiopods of the west coast of the United 
States. Tentative assignment to Eohemithyris is made because the 
exterior is smooth, dental plates are present, but a median septum or 
ridge is absent. The species differs from FE. alexi in its greater size 
and more pronounced fold and sulcus. 


Genus NEOHEMITHYRIS Yabe and Hatai 1934 
Plate 13, B 
Neohemithyris Yabe and Hatai, Proc. Imp. Acad. Japan, vol. 10, No. 9, p. 587, 


1934; Hatai, Sci. Rep. Tohoku Imp. Univ., ser. 2 (Geology). vol. 20, p. 210, 
1940. 


Yabe and Hatai (1934, p. 587) described their new genus Neo- 
hemithyris with type species (by original designation) Rhynchonella 
lucida Gould as resembling Hemithyris “in shape, folding, beak 
characters and microstructure’ but differing “only in possessing an 
entire foramen and conjunct deltidial plates in the ventral valve.” In 
the brachial valve a cardinal process is absent and no median ridge 
is present. Although these characters do distinguish Neohenuthyris 
from Hemithyris they do not differentiate the Japanese shell from 
Basiliola with which it seems to be identical. Consequently I have 
placed Neohemithyris in the synonymy of Basiliola. [For further dis- 
cussion see under Basiliola; see also pl. 13, B, figs. 6-23, for illus- 
trations of Rhynchonella lucida Gould type species of Neohemithyris 
(=Basihiola).] 


Genus NEORHYNCHIA Thomson, 1915 


Plate 2, B 


Neorhynchia Thomson, Geol. Mag., n. s., dec. 6, vol. 2, p. 388, 1915; Dall, Proc. 
U. S. Nat. Mus., vol. 57, p. 290, 1920; Thomson, New Zealand Board Sci. 
Art, Manual 7, p. 149, 1927; Hertlein and Grant, Publ. Univ. California, 
Math. and Phys. Sci., vol. 3, p. 57, 1944. 


Pentagonal in outline, with the greatest width at midvalve; valves 
unequal in depth, the pedicle valve having the greater depth ; anterior 


NO. 5 RHYNCHONELLOID BRACHIOPODS—COOPER 35 


commissure deeply sulcate; surface smooth. Beak of pedicle valve 
short, nearly straight, and bluntly pointed ; foramen of moderate size, 
hypothyrid ; deltidial plates disjunct. 

Pedicle valve interior with small corrugated teeth supported by 
short dental plates which define a small delthyrial chamber ; muscle 
area small. 

Brachial valve interior with corrugated sockets bounded by over- 
hanging socket ridges ; crura short, falcifer type, crescentic in section, 
attached to socket ridges by broad outer hinge plates. Inner hinge 
plates small and inconspicuous. Median ridge short and reaching the 
apex. Adductor field small. 

Type species (by original designation).—Hemithyris strebeli Dall, 
Bull. Mus. Comp. Zool., Harvard Coll., vol. 43, p. 441, 1908. 

Comparison and discussion—The important and striking difference 
between Neorhynchia and all known Recent and Tertiary rhynchonel- 
loid genera is the sulcation of the anterior commissure. Rhynchonel- 
loids of similar habit are known from the Mesozoic. They are also 
known from the Devonian, Mississippian, and Permian as well. 
Sulcation is a folding tendency that has appeared many times in dif- 
ferent stocks of the rhynchonelloids. 

Neorhynchia is most closely related to Basiliola in the presence of 
the wide outer hinge plates and falcifer crura having a crescentic sec- 
tion. The presence of incipient inner hinge plates in Neorhynchia is 
another difference between the two genera. 

Assigned species.—Only one species is so far known in this genus: 


Hemithyris strebeli Dall, Recent, Pacific. 


Distribution—The known specimens of this species are all from 
great depths: 2,084 fathoms at 35.1° F. in mid-Pacific and 2,035 
fathoms at 35.3° F. off the Galapagos Islands, both on Globigerina 
ooze. 


Genus RHYTIRHYNCHIA Cooper, 1957 
Plate 11, A 
Rhytirhynchia Cooper, U. S. Geol. Surv. Prof. Pap. 314-A, p. 8, 1957. 


Subcircular to suboval in outline and with the maximum width at 
midvalve; strongly inequivalve, the brachial valve being swollen and 
deep; anterior commissure sulciplicate, surface smooth except ante- 
rior which is paucicostate. Beak small, rounded, inconspicuous ; fora- 
men rounded, submesothyrid to mesothyrid; deltidial plates short, 
conjunct. 

Pedicle valve with thick, coarsely corrugated teeth and moderately 
developed to remnantal dental plates; pedicle collar well formed; 


30 SMITHSONIAN MISCELLANEOUS COLLECTIONS VOL. 139 


muscle field short and narrow, somewhat longitudinally rectangular in 
outline; diductor scars small; adductor scars large and surrounded 
anteriorly by the diductors. Vascula media strong, converging an- 
teriorly on the tongue. 

Brachial valve interior with deep sockets bordered by overhanging 
socket ridges ; crura attached to socket ridges by narrow outer hinge 
plates ; crura falcifer, long crescentic in section, convex outward; in- 
ner hinge plates incipient, forming a slight thickening on the inside of 
the crura near their proximal end; median ridge or septum absent; 
adductor field small, rounded in outline with large anterior scars and 
small posterior ones; vascula media prominent, diverging widely at 
the anterior end of the adductor field. 

Type species (by original designation).—Hemithyris sladeni Dall, 
Trans. Linnaean Soc. London, ser. 2, Zool., vol 13, pt. 3, p. 440, pl. 
26, figs. 7-12, I910. 

Comparisons.—This genus is most like Basiliola in form and out- 
line but differs in having anterior costation. Inside the pedicle valve 
the dental plates are reduced to remnants or are wanting in the mod- 
ern species. In the brachial valve the development of outer hinge 
plates in Basiliola is usually greater than that in Rhytirhynchia but 
otherwise the details of the valves are the same. Incipient inner hinge 
plates appear in Rhytirhynchia. 

Rhytirhynchia in its anterior costation suggests Eohemithyris which 
likewise has anterior costation in old adults. In the latter this seems 
to be a rare feature but the two genera are not likely to be confused 
because their lateral profiles are different, that of Rhytirhynchia hav- 
ing an extremely deep brachial valve, whereas Eohemithyris has both 
valves nearly equal. 

Geological range.—Pliocene to Recent. 

Distribution —Rhytirhynchia occurs as a fossil in the Pliocene 
of Okinawa and today lives in the Indian Ocean south of the Saya de 
Malha banks. 

Assigned species ——Two species are now assigned to this genus, one 
living and one fossil: 


Hemithyris sladeni Dall, Recent, Indian Ocean. 
Rhytirhynchia hataiana Cooper, Pliocene, Okinawa. 


Discussion—This genus is essentially a semicostate Basiliola. In 
the one modern species the dental plates are remnantal but in FR. hatai- 
ana from the Pliocene of Okinawa the dental plates are moderately 
developed. This is a small and delicate form in which internal 


NO. 5 RHYNCHONELLOID BRACHIOPODS—COOPER 37 


thickening of the shell is not great. The degrees of development of 
the dental plates are, in this case, not regarded as generic in character. 


PROBOLARINA Cooper, new genus 
(Gr. probolos, projection) 
Plate 17, A, B 


Subpentagonal to subtriangular in outline, with the greatest width 
at or near the middle; inequivalve, the brachial valve having the 
greater depth and convexity ; anterior commissure uniplicate; surface 
semicostate, the posterior third to half smooth, anterior half to two- 
thirds costate. Beak moderately long, pointed, nearly straight; fora- 
men small, longitudinally elliptical, hypothyrid to submesothyrid and 
with strongly auriculate margins. Deltidial plates prominent, wholly 
visible, conjunct throughout their length and anteriorly resting on the 
umbo of the brachial valve. 

Pedicle valve interior with strong pedicle collar, small teeth sup- 
ported by vertical dental plates separated from the side wall by narrow 
umbonal chambers. Details of the musculature not available. 

Brachial valve interior with narrow sockets bounded by erect but 
not greatly thickened socket ridges; crural bases attached to socket 
ridge by a prominent, flat outer hinge plate; crura falcifer, long, scimi- 
tarlike, crescentic in section and convex outward. No cardinal proc- 
ess. Muscle and pallial marks not visible in available material. 

Type species—Rhynchonella holmesu Dall, Trans. Wagner Free 
st. Scie. Vol. 9, pt. G.p. 1530, pl. 50, fes.10,,.12) (0b Li), £903. 

Comparisons.—This genus is most like Rhytirhynchia in its exterior 
characters but differs importantly in the interiors as well as in details 
of the exterior. Rhytirhynchia has almost nude valves except for the 
costation at the very anterior margin. In Probolarina on the other 
hand the costation affects more than two-thirds of the valve, only the 
umbones being free of costation. The deltidial plates of the two 
genera are conjunct and both are auriculate but those of Probolarina 
are more developed and more elaborately auriculate than those of 
Rhytirhynchia. 

Inside the pedicle valve of Probolarina a strong pedicle collar 
strengthens the beak and strong but thin dental plates buttress the 
teeth. In Rhytirhynchia on the other hand the dental plates are rudi- 
mentary in the type species and can be seen only as a trace on the sides 
of the shell. In R. hataiana Cooper from the Pliocene of Japan mod- 
erately developed dental plates are present but they are not to be 
compared with the strong and vertical plates of Probolarina. 


38 SMITHSONIAN MISCELLANEOUS COLLECTIONS VOL. 139 


The cardinalia of the brachial valves of the two genera are very 
similar and a median septum or ridge is lacking from both of them. 
The crura of both genera are of the same falcifer type and the outer 
hinge plates are developed to about the same degree. 

Assigned species.—At present two species only are assigned to this 
genus: 


Rhynchonella salpinx Dall. 
R. holmesii Dall. 


Distribution—Eocene (Castle Hayne), North Carolina. 

Discussion—Tertiary brachiopods are a rarity in the United States 
and that is especially true of the genus Probolarina. The two species 
of this genus are represented by a few specimens only. They are 
also quite different in form but the beak characters and the cardinalia 
of the two appear to be identical. It is interesting that the cardinalia 
of Probolarina are so like those of Rhytirhynchia, a modern inhabit- 
ant of the Indian Ocean and represented in the fossil state in Okinawa. 


PROBOLARINA HOLMESII (Dall) 
Plate 17, B 


Rhynchonella holmesii Dall, Trans. Wagner Free Inst. Sci., vol. 3, pt. 6, p. 1536, 
pl. 58, figs. 10, 12 (not 11), 1903. 


In Dall’s description of this species it is stated that one of the 
figured specimens is a young individual. The other specimen figured 
is somewhat fragmentary, probably belonging to a different and 
undescribed species. I here select the smaller of the two specimens 
as the type of R. holmesiti, U.S.N.M. 109298a. This specimen is 
clearly a young form of those figured on plate 17, B. Specimen 
U.S.N.M. 549359 is a well-preserved adult of R. holmesu. 


STREPTARIA Cooper, new genus 
(Gr. streptos, twisted) 
Platenro wpe 


Pentagonal in outline with the greatest thickness near midvalve; 
valves unequal in depth, the brachial valve having the greater depth; 
anterior commissure uniplicate to twisted, either right or left; sur- 
face marked only by concentric lines of growth, occasionally with 
obscure marginal costae. Beak short, deltidial plates conjunct, 
foramen hypothyrid to submesothyrid, small and usually with promi- 
nent elevated rim. 


NO. 5 RHYNCHONELLOID BRACHIOPODS—COOPER 39 


Pedicle valve interior with remnantal dental plates and strong 
corrugated teeth. Other details not yet known. 

Brachial valve with deep corrugated sockets, long falciform crura 
attached to fairly broad outer hinge plates ; inner marginal rim pres- 
ent on crura but no inner hinge plates ; socket ridges thick and curved. 
No median septum. Other details not yet known. 

Type species —Terebratula De Buchit Michelotti, Cenn. Brach., 
Acefali foss. Italia, p. 4, 1938. 

Comparison and discussion.—This genus is characterized by its 
smooth exterior, small, short beak, twisted to uniplicate anterior 
commissure, nearly obsolete dental plates, and long falciform crura 
attached to broad outer hinge plates. In the latter character and the 
smooth, uniplicate shell Streptaria is like Basiliola but it differs in 
beak characters, lack of a pedicle collar, and the small development 
of the dental plates of the pedicle valve. 

Specimens of this genus are similar to Erymnaria in the smooth 
exterior, beak characters, and the twisted anterior margin, but the 
latter genus possesses two strong, diverging septa in the brachial 
valve—a character unlike any other known rhynchonelloid from Terti- 
ary rocks or Recent seas. 

Assigned species—This genus is known in Mediterranean and 
West Indian rocks. 

Terebratula De Buchii Michelotti, Miocene, Italy. 
Rhynchonella deformis Seguenza, Miocene, Italy. 


R. eocomplanata Sacco and var., Eocene, Italy. 
Streptaria streptimorpha Cooper, new species, Eocene, Cuba. 


Distribution—The known species of this genus are from the 
Tertiary of Italy, southern Europe, northern Africa, and Cuba. 

Discussion.—One of the interesting features of Streptaria is the 
twisted anterior margin. This character occurs in rhynchonelloid 
stocks from Paleozoic to Tertiary times. It has been seen in many 
different stocks and undoubtedly is an aberration of the anteriorly 
produced folding that facilitates the passage of nourishing currents 
into the valve and their elimination with waste from the valves. 
Streptaria and Erymnaria form isochronous homeomorphs in this 
respect. The Ordovician genus Streptis is like Streptaria in having 
shells twisted to right and left but also has normally uniplicate indi- 
viduals or species. 

Cuba has produced another species of Streptaria which is not de- 
scribed because of insufficient material. Three specimens of this 
undescribed shell are known from the Eocene of Camaguey Province 


40 SMITHSONIAN MISCELLANEOUS COLLECTIONS VOL. 139 


in which the valves are normally folded (uniplicate), but a third 
specimen has a wider sulcus on the pedicle valve which shows a 
definite twist. This species has abbreviated dental plates and the 
same cardinalia as the Italian forms and S. streptimorpha. 


STREPTARIA STREPTIMORPHA Cooper, new species 
Plate 19, B 


Of medium size for a rhynchonelloid, subcircular in outline; sides 
narrowly rounded ; greatest width at the middle ; anterior commissure 
twisted. Surface marked only by concentric growth lines. 

Pedicle valve gently convex in lateral profile; broadly and slightly 
convex in anterior profile; depth less than that of the brachial valve ; 
umbonal and median regions slightly swollen; sulcus indefinite, shal- 
low; beak short, blunt, forming an obtuse angle (about I10°). 
Foramen hypothyrid, small, oval; deltidial plates forming low rim 
around foramen. 

Brachial valve deeper than the pedicle valve, moderately convex 
in lateral profile but strongly domed in anterior profile; umbonal 
region somewhat flattened; median region and flanks strongly swol- 
len; fold ill defined because of twisted commissure. 

Interior —Pedicle valve with remnantal deltidial plates and no 
pedicle collar. Brachial valve with long falciform crura attached to 
the socket ridges by fairly broad outer hinge plates. Median septum 
absent. Other details not yet known. 


MEASUREMENTS IN MILLIMETERS 


Brachial 
Length length Width Thickness 


PPOLORY Pe Ns YER. Mideted esi ollatene 17.0 15.2 18.0 10.6 


Types.—Holotype, U.S.N.M. 549386a ; figured paratype, U.S.N.M. 
549386b. 

Horizon and locality—Eocene, deep cut north of Grua 9, Ramal 
Juan Criollo, Camaguey Province, Cuba (Palmer locality 1640). 

Discussion.—This species is characterized by its rounded form, 
small foramen, and broadly twisted anterior commissure. It is sug- 
gestive of Streptaria de buchii (Michelotti) from the Mediterranean 
region but differs in its rounded form, less narrow twist to the an- 
terior commissure, smaller foramen, and lesser development of the 
foraminal lip. 


NO. 5 RHYNCHONELLOID BRACHIOPODS—COOPER 4I 


APHELESIINAE Cooper, new subfamily 
APHELESIA Cooper, new genus 
(Gr. apheles, smooth) 
Plates, 7, 8,8: C. 22, 


Outline subtriangular to subpentagonal; widest anterior to the 
middle; strongly inequivalve, the brachial valve being deep and swol- 
len, the pedicle valve gently convex; anterior commissure strongly 
uniplicate but fold of brachial valve defined only at the anterior; 
smooth on most of the surface but the anterior with incipient costa- 
tion. Beak of pedicle valve moderately elongated, nearly straight to 
suberect, pointed ; foramen complete, elongate-oval, small hypothyrid ; 
deltidial plates thick, conjunct, moderately auriculate; beak apex 
thickened internally. 

Pedicle valve interior with elongated, corrugated teeth supported 
by thick dental plates. Muscular field large and flabellate, extending 
to about midvalve with the diductor scars surrounding the adductors ; 
adjustor scars small and laterally disposed. 

Brachial valve interior with deep corrugated sockets bounded by 
strong overhanging socket ridges; crura of falcifer type, long, cres- 
centic in section, broad, scimitarlike and cemented directly to the 
socket ridges with no outer hinge plates developed ; inner hinge plates 
lacking ; crural supporting plates thick. Median ridge low and thick; 
adductor field narrow and elongated. Pallial trunks not deeply im- 
pressed. 

Type species—Anomia bipartita Brocchi, Conch. Foss. Subapp., 
vol. 2, p. 469, pl. 10, fig. 7, 1814. 

Comparisons.—This species is generally referred to Hemithyris 
but it actually does not have either the exterior or interior features 
of this genus. Aphelesia is completely smooth or with slight and very 
obscure costation. It does not have the numerous and regular sub- 
dued costellae or striae of Hemithyris. Furthermore the foramen of 
Aphelesia is small and the deltidial plates are conjunct. The foramen 
of Hemithyris is large and not enclosed anteriorly because the deltidial 
plates are disjunct. 

The interior of the pedicle valve of each of these genera is quite 
similar except for the fact that the dental plates of Hemithyris are 
somewhat more prominently developed and with deeper umbonal 
chambers than those of Aphelesia. Important differences appear on 
the inside of the brachial valves where the cardinalia of the two 
genera are quite distinctive. In Hemithyris the crura are of radulifer 


42 SMITHSONIAN MISCELLANEOUS COLLECTIONS VOL. 139 


type, long and slender and with only a slight development of outer 
hinge plates. The crura however are flattened horizontally as one 
observes them from the posteroventral side and the distal extremi- 
ties are quite thin. In Aphelesia the crura are long, broad, of falcifer 
type, and the bases attached to the socket ridges with no development 
of outer hinge plates. The distal ends of the crura, unlike Hemi- 
thyris are scimitarlike, are laterally compressed and their distal ex- 
tremities serrate. In cross section these crura are crescentic and the 
convex surface faces laterally. The crural blades are broad and thick 
and thus quite unlike those of Hemithyris. 

The crura of Aphelesia are like those of Rhytirhynchia, Neorhyn- 
chia, and Basiliola but differ from all of them in the absence of outer 
hinge plates which are so prominent in the other genera. Aphelesia 
differs from these genera also in other important respects. 

Geological horizon.—Eocene through Pliocene. 

Geographic distribution—Mediterranean region. 

Assigned species.—At present it is difficult to assign the several 
species of Mediterranean Tertiary rhynchonelloids to their proper 
genus because the interiors are poorly known or completely unknown. 

Anomia bipartita Brocchi, Pliocene, Italy. 

Terebratula plico-dentata Costa, Miocene-Pliocene, Italy. 
Rhynchonella (Hemithyris) saccoi Patané, Pleistocene, Sicily. 
Hemithyris acuta Meznerics, Miocene, Hungary. 

Rhynchonella bipartita pseudobipartita Patané, Pleistocene, Sicily. 

Discussion—These species have been assigned to Hemithyris at 
one time or another but the exterior characters preclude such a place- 
ment. The little that is known of the interior also excludes these shells 
from assignment to Hemithyris. The beak characters and cardinalia 
of Aphelesia as shown by A. bipartita are quite unlike the same fea- 
tures of Hemithyris. The exterior of most of these shells is smooth 
or nearly so. Some exhibit anterior costation but it is generally not 
regularly developed. None of them have the fine striate exterior of 
Hemithyris. The latter, too, has disjunct deltidial plates and an 
elongate beak, whereas the beaks of the Italian species are short and 
the deltidial plates conjunct. The crura of Hemithyris are long, 
curved, and slender, quite different from the broad-bladed Aphelesia 
bipartita. 


AETHEIINAE Cooper, new subfamily 


Genus AETHEIA Thomson, 1915 
Plates 4, A, 9, B 


Actheia Thomson, Geol. Mag., n. s., dec. 6, vol. 2, p. 389, 1915; Thomson, New 
Zealand Board Sci. Art, Manual 7, p. 156, 1927. 


NO. 5 RHYNCHONELLOID BRACHIOPODS—COOPER 43 


Thomsonica Cossmann, Rey. Crit. Pal., vol. 24, No. 3, p. 137, 1920; Finlay, 
Trans. New Zealand Inst., vol. 57, p. 532, 1927. 


Outline elongate-oval to triangular with the greatest width at the 
front; inequivalve, the brachial valve having the greater depth; an- 
terior commissure broadly uniplicate, the brachial fold low and in- 
conspicuous. Surface marked by concentric lines of growth only. 
Beak small, erect; foramen minute, submesothyrid; deltidial plates 
conjunct, forming a concave plate. 

Pedicle valve interior with thick teeth attached directly to the shell 
wall; dental plates absent; muscle field short and narrow, the di- 
ductors small but surrounding the adductor scars. Vascula media 
strong, branching about two-thirds the shell length from the beak. 

Brachial valve interior with deep corrugated sockets bounded by 
long vertical socket ridges to which the long crura are cemented; 
crura of falcifer type, crescentic in section, convex outward ; inner 
hinge plates thick and filling the intercrural space. Cardinal process 
small and transversely triangular. Median ridge short and low, but 
thick, united with the cardinalia. Adductor field large, with large 
anterior scars. 

Type species (by original designation).—Waldheimia (?) sinuata 
Hutton, Catalogue of the Tertiary Mollusca and Echinodermata of 
New Zealand in the collection of the Colonial Museum, p. 36, 1873= 
?Terebratula gualtert Morris, Quart. Journ. Geol. Soc., London, 
vol. 6, p. 329, pl. 28, figs. 2, 3, 1850. 

Comparisons—This interesting genus has exterior and interior 
features that set it aside from nearly all other rhynchonelloids. It 
is unlike all other known Tertiary and modern rhynchonelloids ex- 
cept Patagorhynchia in the extremely small pedicle foramen and con- 
cave deltidial plates. It differs from Patagorhynchia in being smooth 
rather than marked by squamose costellae. Internally it differs from 
all other known Tertiary and Recent rhynchonelloids except Frieleia 
in the great development of the inner hinge plates which grow and 
swell between the crural bases to plug the entire posterior. 

Geological horizon.—Upper Cretaceous to Miocene. 

Distribution—New Zealand. 

Assigned species: 

Terebratula gualteri Morris. 
Waldheimia ? sinuata Hutton. 


Discussion—This genus presents some peculiarities not seen in 
most of the Tertiary and Recent rhynchonelloids. The small foramen 
is submesothyrid, an unusual position for this group of animals. The 


44 SMITHSONIAN MISCELLANEOUS COLLECTIONS VOL. 139 


deltidial plates are conjunct but they do not overlie the umbo of the 
brachial valve as in Hemuithyris and several other genera. They are 
concave and lie ventrally to the umbo of the brachial valve. 

The teeth are large, corrugated and not buttressed by dental plates. 
Instead of dental plates a thickening extends posteroventrally but 
does not meet the floor. I have never seen immature specimens and 
therefore cannot say whether or not dental plates existed in the 
young as in some other genera. 

The pallial marks of the pedicle valve are like those of His- 
panirhynchia and Basiliola. In the one specimen showing these marks 
the course of the sinuses appears as an elevated ridge rather than a 
depression. This bifurcates near midvalve as in the genera mentioned, 

The great thickening of the apical region of the brachial valve ob- 
scures many of the details of the cardinalia that can only be cleared 
up by a study of young specimens. These are not available in the 
National collections. The true nature of the crural bases is not known, 
whether they attach to the median ridge or to the valve floor or 
whether they have supports that extend dorsally. 

Thomson (1927, p. 157) assigned Hemithyris colurnus Hedley 
and H. sladem Dall to his genus Aetheia even though they differed to 
some extent from the fossil genus. Because of its anterior costation 
and the bulbous brachial valve the latter of these two species is here 
placed in Rhytirhynchia, and the former, because of its nearly equally 
deep valves, among other characters, is placed in Eohemithyris. 

In their correction of brachiopod homonyms in 1951, Cooper and 
Muir-Wood suggested that Thomsonica Cossmann, 1920, should be 
substituted for Aetheia because the latter name is preoccupied by 
Aethia Merrem 1788 (Aves). It is now the sense of the Zoological 
Commission as outlined in the Copenhagen Proceedings (Hemming 
1953, Article 34, paragraph 153, p. 78), that these two names are not 
in conflict. It is therefore necessary to return to Aetheia and reject 
Thomsonica as Thomson did in 1927 (p. 156). 


Genus PATAGORHYNCHIA Allan, 1938 
Plates 6, A, 21, B 
Patagorhynchia Allan, Rec. Canterbury (N.Z.) Mus., vol. 4, No. 4, p. 199, 1938. 


Subcircular to subpentagonal in outline; inequivalve, the brachial 
valve having the greater depth; anterior commissure uniplicate, the 
fold of the brachial valve being moderately strong. Surface costellate, 
lamellose to imbricate. Beak short, nearly straight, bluntly pointed ; 
foramen minute, submesothyrid, deltidial plates conjunct and form- 
ing a concave plate. 


NO. 5 RHYNCHONELLOID BRACHIOPODS—COOPER 45 


Pedicle valve interior without dental plates. Other details not 
known. 

Brachial valve interior with short crura and with the inner hinge 
plates thickened and filling the intercrural space. 

Type species (by original designation) —Rhynchonella patagonica 
von Ihering, Anal. Mus. Nac. Buenos Aires, ser. 3, vol. 9, t. 2, p. 334, 
pl. 3, figs. 11a, b, 1903. 

Comparisons.—Patagorhynchia is comparable to two genera from 
the Southern Hemisphere: Tegulorhynchia and Aetheia. The first 
genus is ornamented like Patagorhynchia but there the similarity 
ends because the South American genus has completely different beak 
characters and the interiors are wholly unlike. Close comparison is 
possible with Aetheia on the inside and in beak characters but Aetheia 
is a smooth shell and externally not to be confused with Patago- 
rhynchia. The Argentine shell has the minute foramen and concave 
deltidial plates like the New Zealand shell. Inside the pedicle valve 
no dental plates were observed in Patagorhynchia. The interior of 
the brachial valve is not well known and the published illustration 
of it is poor. It does indicate, however, cardinalia with moderately 
long crura, concave inward, probably of falcifer type and a thicken- 
ing of the inner hinge plates to fill the posterior space between them 
with shell substance. The illustration indicates a condition even more 
extreme than that seen in Aetheia. 

Geological horizon.—Eocene (Patagonian). 

Distribution—Argentina and Chile. 

Assigned species——Only one species, the type of the genus, is 
known. 

Discussion—Allan (1938) discussed the interior details of Pata- 
gorhynchia, especially those of the pedicle valve. Specimens of 
pedicle valves in the Canterbury Museum enabled him to determine 
some characteristics not before seen, such as the strong concavity of 
the deltidial plates and the fact that they do not exhibit the suture line. 
He also described the great thickening formed by coalescence of the 
deltidial plates with a platform made by a thickening at the base of 
the teeth. 


Family HEMITHYRIDAE Rzhonsnitzkaia 1956 
Genus HEMITHYRIS d@’Orbigny, 1947 
Plates.3;;Aj By 4 EF 


Hemithiris d Orbigny, Paléont. France Ter. Crét., vol. 4, p. 342, 1847; Hertlein 
and Grant, Publ. Univ. California at Los Angeles, Math. and Phys. Sci., vol. 


3, P. 41, 1944. 


46 . SMITHSONIAN MISCELLANEOUS COLLECTIONS VOL. 139 


Hemithyris d’Orbigny, Bronn, Neues Jahrb. Min., Geog., Geol. u. Petrefaktenk, 
p. 246, 1848; Thomson, Geol. Mag., dec. 6, vol. 2, p. 387, 1915; Thomson, New 
Zealand Board Sci. Art, Manual 7, p. 149, 1927; Grabau, Sci. Quart. Nat. 
Univ. Peking, vol. 3, No. 2, p. 112, 1932; Hatai, Sci. Rep. Tohoku Imp. 
Univ., ser. 2 (Geology), vol. 20, p. 194, 1940. 


Outline triangular, greatest width at or anterior to the middle; 
inequivalve, the brachial valve having the greater depth and con- 
vexity ; anterior commissure broadly to narrowly uniplicate; surface 
obscurely to moderately costellate, the costellae broad and separated 
by fine striae. Beak of pedicle valve prominent, elongate, and sub- 
erect. Foramen incompletely hypothyrid; deltidial plates disjunct ; 
apical region thickened and buttressed by a short median ridge. 

Pedicle interior with strong, somewhat elongated, corrugated teeth ; 
dental plates vertical and strong, the umbonal cavities becoming par- 
tially filled by adventitious deposit in old specimens. Delthyrial 
cavity occupied by the pedicle. Apical plate thick, commonly some- 
what elevated. Muscle field anterior to the delthyrial cavity, sub- 
flabellate, the diductor scars surrounding the adductors. Adjustor 
scars lateral to the diductors. Lateral areas bounding muscle field 
pitted; pallial marks obscure. 

Brachial valve with deep, corrugated sockets defined by strong 
crural supporting plates; socket ridges prominent; crura of radulifer 
type, long, slender, curved, forming horizontally flat blades distally, 
widening posteriorly to form a narrow hinge plate and strengthened 
anteriorly by an oblique ridge running from the outside of the tip to 
the inside of the hinge plate; crural supporting plates buttressing 
hinge plate; inner hinge plate absent or incipient. Cardinal process 
absent, the diductor muscles being attached to an apical, roughened 
pit. Median ridge low, defined chiefly at midvalve and disappearing 
posteriorly in the umbonal chamber. Adductor field small consisting 
of a large pair of triangular anterior scars and a pair of small, 
elongate, subrhomboidal scars situated on the outside posterior to 
the anterior set. 

Type species (by subsequent designation, d’Orbigny, 1847).— 
Anomia psittacea Gmelin, Syst. Nat., vol. 2, p. 3348, 1790. 

Comparisons.—The exterior and interior details of Hemithyris are 
distinctive and have no known close counterparts among the Tertiary 
and Recent brachiopods. The genera nearest like Hemithyris are 
Aphelesia and Notosaria. The former differs from Hemithyris in 
being exteriorly smooth and in having broad, concave, falcifer crura. 
The external form of Notosaria is suggestive and the beak charac- 


NO. 5 RHYNCHONELLOID BRACHIOPODS—-COOPER 47 


ters are similar but that genus has well-marked costae and the crura 
are shorter. 

Geological horizon.—Miocene to Recent. 

Distribution—All of the northern seas from the Arctic south to 
Japan in the Pacific and south to the coast of Maine in the Atlantic. 

Assigned species——The following species, fossil and Recent are 
placed in Hemithyris: 


Anomia psittacea Gmelin, Pleistocene to Recent, Northern Hemisphere. 
Hemithyris psittacea alaskana Dall, Recent, Alaska. 

Rhynchonella woodwardi (A. Adams), Recent, Japan. 

H. braunsi Hayasaka, 1928, Pliocene to Recent, Japan. 

FH. peculiaris Nomura and Hatai, 1936, Recent, Japan. 


Discussion —The most distinctive features of Hemithyris are the 
ornamentation and cardinalia. The type species is strongly marked 
but other species assigned here are very delicately or obscurely orna- 
mented. Hemithyris is really better described as striate rather than 
costellate. The surface is marked by radial grooves or impressed 
lines, fairly uniform in H, psittacea but discontinuous and irregular 
in H. woodwardi. The spaces intervening between the lines are flat 
and broad and thus simulate costellae. In H. woodwardi the im- 
pressed lines are very delicate and so irregular that broad, smooth 
patches of shell are separated by the striae. These cannot be con- 
strued as costellae. This type of ornamentation was seen in this 
study in only one other rhynchonelloid, Plicirhynchia. In this Ar- 
gentinian genus the region around the umbones is marked as in 
Hemithyris but the striae do not extend to the costate portion of the 
valves. 

The crura are unusual because they are long and slender and are 
usually flattened in a dorsoventral direction rather than laterally as 
in most of the other genera. They are thus unlike the crura of any 
other modern rhynchonelloid. The flat blade is attached to the outer 
hinge plate on its posteroventral surface. In side view the edge of 
the outer hinge plate forms an oblique ridge and the crus lies at 
angle under it. The distal end of the crus is usually pointed, the point 
being on the inside of the plate. This type of crura is generally 
classified as belonging to the “radulifer” group. 

The cardinal process is seldom conspicuous. It is a triangular area 
at the apex, roughened horizontally and usually divided by the cleft 
in the hinge plate which extends to the apex. It is quite like that of 
several other genera such as Notosaria. 

Median septa or ridges are never well developed in Hemithyris, 


48 SMITHSONIAN MISCELLANEOUS COLLECTIONS VOL. 139 


even in old and obese specimens. This makes a ready distinction and 
helps to show that septate specimens from the West Coast Tertiary 
of the United States are not referable to Hemithyris where some of 
them have been placed. 

The name Hemuithyris has been applied to many Tertiary and 
modern species without regard to geographic realm or biological con- 
siderations. Many smooth species have been referred here and some 
plicated species have also been given this name. The ornament of the 
genus is so distinctive that confusion with other genera should not 
occur. Hemithyris as now defined appears to be confined to the 
Northern Hemisphere. Most of the species assigned to this genus 
from the Southern Hemisphere clearly belong to other genera. As 
explained above it is difficult to place the rhynchonelloid species gen- 
erically from descriptions which do not include the interior details. 
It has thus proved impossible to reassign many of the species now 
described as Henuthyris or placed in that genus. 


NOTOSARIA Cooper, new genus 
(Gr. notos, south) 
Plates; 422.16 


Subpentagonal in outline, usually widest at the middle ; inequivalve, 
the brachial valve having the greater depth and convexity; anterior 
commissure uniplicate; brachial valve fold usually low. Surface 
costellate ; costellae crossed by growth lines and growth varices only. 
Beak short to moderately long, nearly straight to suberect ; foramen 
large, incomplete, hypothyrid; deltidial plates vestigial to prominent, 
disjunct ; beak with thick, transversely striated apical plate. 

Pedicle valve interior with large corrugated teeth supported by 
short receding dental plates; muscle field large, wide and flabellate, 
lobate anteriorly and leaving adductor scars open to the anterior. 
Pallial marks consisting of numerous anteriorly directed channels. 

Brachial valve interior with deep, coarsely corrugated sockets and 
overhanging, thick socket ridges; crura of radulifer type moderately 
long, horizontally flattened and attached to socket ridges without 
outer hinge plates. No inner hinge plates. Pallial marks as in the 
pedicle valve. Cardinal process transversely widely triangular, 
thickened and somewhat elevated. Median ridge short, low, not reach- 
ing the apex. 

Type species——Terebratula nigricans Sowerby, Proc. Zool. Soc., 


p. 91, 1846. 


NO. 5 RHYNCHONELLOID BRACHIOPODS—COOPER 49 


Comparisons —This genus was hitherto placed under Tegulorhyn- 
chia and was generally regarded as the reference species for that 
genus because it is a Recent as well as fossil form, the interior details 
of which are well known. Significant differences between this and the 
type species of Tegulorhynchia make it impossible to keep the two in 
intimate association. The exterior ornamentation of the two is quite 
distinct, Tegulorhynchia having the strongly squamose or spinose ex- 
terior whereas Notosaria is costellate but with only fine growth lines. 

Another exterior difference of importance is the presence in No- 
tosaria of disjunct deltidial plates. Tegulorhynchia has conjunct 
deltidial plates and an entire foramen. Inside the pedicle valve the 
pedicle collar of the modern form is not well developed. A major 
difference appears inside the brachial valve of Tegulorhynchia. In 
that genus the median septum extends posteriorly to unite with ex- 
tensions from the crural base to form a thickened plate at the pos- 
terior. This is illustrated by Chapman and Crespin (1923) for 
T. coelata, plate 12, figure 17. In shells of modern Notosaria the 
median septum is not extended to the apex. 

Geological horizon.—Miocene to Recent. 

Distribution—New Zealand and Kerguelen Island; Belgium. 

Assigned species: 


Rhynchonella nigricans Sowerby, Miocene to Recent, New Zealand. 
R. nigricans pyxidata Davidson, Recent, Kerguelen Island. 

R. nysti Davidson, Pliocene, Belgium. 

Hemithyris sublaevis Thomson, Miocene, New Zealand. 


Discussion—It may come as a surprise that the group of shells 
so long associated under the generic name of Tegulorhynchia could 
be separated, but the differences in ornamentation, beak characters, 
and cardinalia are sufficient. The interior differences of significance 
are in the pallial markings and cardinalia. 

As indicated on plate 6, B, figures 12 and 14, the pallial markings 
in both valves of Notosaria are entirely different from those figured 
by Leidhold (1922, pl. 11) for Tegulorhynchia déderleini (this 
monograph pl. 22, C, figs. 16 and 17). In Notosaria the vascula media 
cannot be easily distinguished on the inner shell surface and the 
pallial marks make numerous short trunks extending anteriorly and 
anterolaterally from the muscle and ovarian fields. The latter is also 
not distinctly impressed but seems to be a quite narrow crescent in 
the pedicle valve but somewhat wider in the brachial valve. The 
pallial trunks of Tegulorhynchia as figured by Leidhold are like those 
common to many other genera illustrated herein. 


50 SMITHSONIAN MISCELLANEOUS COLLECTIONS VOL. 139 


The cardinalia of the two genera are similar except for the median 
ridge. In Notosaria the median ridge is short and thick and is usually 
on a small callosity between the posterior adductors. The ridge does 
not extend to the apex which is generally smooth. In Tegulorhynchia 
on the other hand the median septum is short but extends to the apex 
where it meets short extensions from the crural bases which form a 
small apical callosity. The cardinal process of Notosaria is well de- 
veloped but that of Tegulorhynchia can scarcely be distinguished. 

Rhynchonella nysti Davidson from the Pliocene of Belgium was 
referred by Thomson (1927, p. 154) to Tegulorhynchia with the re- 
mark that Davidson (1874a, p. 7) had compared the species to 
Tegulorhynchia nigricans. Comparison of the interior and exterior 
details corroborates this assignment and comparison. The beak 
characters of a pedicle valve in the national collection (U.S.N.M. 
549417a) has the characteristic foramen and deltidial plates of No- 
tosaria. The cardinalia, too, are like those of Notosaria as shown 
by a brachial valve (U.S.N.M. 549417b). The sockets are large 
and the socket plates broad and strong. The cardinal process is a 
thickened triangular callosity like that of the New Zealand species. 
These features combined with the exterior ornament clinch the as- 
signment. hynchonella nystt is costate and the costae bifurcate at 
places on the valve as in the New Zealand shell, a feature unusual in 
the Rhynchonelloidea. This occurrence, as Thomson remarks, leads 
to interesting speculation on the paleogeographic distribution of 
Notosaria. It is possible that the Austral members of the genus 
originated in European waters and thus constitute a clearly distinct 
stock from Tegulorhynchia as its anatomy suggests. 


Genus TEGULORHYNCHIA Chapman and Crespin, 1923 
Plates 5, D, 21, E 
Tegulorhynchia Chapman and Crespin, Proc. Roy. Soc. Victoria, n. s., vol. 35, 

pt. 2, p. 175, 1923; Thomson, New Zealand Board Sci. Art, Manual 7, p. 

152, 1927. 

Transversely triangular to subpentagonal in outline; inequivalve, 
the brachial valve having the greater depth; anterior commissure 
rectimarginate, the brachial valve having a moderately well-defined 
fold; surface costellate and lamellose, the lamellae being produced 
into hollow spines in some species. Beak of pedicle valve long and 
pointed ; foramen complete in the type of the genus (Allan, 1940, 
p. 279). large, hypothyrid ; deltidial plates usually conjunct. 

Pedicle valve interior with strong corrugated teeth supported by 


NO. 5 RHYNCHONELLOID BRACHIOPODS—COOPER 51 


short, receding dental plates; muscle field large, located anterior to 
the delthyrial cavity; diductor scars of moderate size, surrounding 
the large adductor scars; adjustor scars large; pallial sinuses sparse, 
with the vascula media short and branching near midvalve, one 
branch continuing anteromedially, the other laterally and posteriorly 
(plier, Ey fig.15). 

Brachial valve interior with small cardinalia having strong and 
elevated socket ridges, no outer hinge plates and no inner hinge 
plates ; crura short, of radulifer type, stout, curved; median septum 
short, low, and meeting the crural bases at the apex; diductor at- 
tachments a pit at the apex. Adductor field small. 

Type species (by original designation).—Rhynchonella squamosa 
Hutton, Cat. Tertiary Mollusca and Echinodermata of New Zealand, 
P. 37, 1873. 

Comparison.—The squamose to spiny ornamentation of this genus 
makes it one of the most conspicuous of modern and Tertiary shells. 
The distinctive ornamentation is, however, only one means of dif- 
ferentiation from other genera. Interior differences also exist in the 
form of the moderately short crura and apical callosity formed by 
the crural bases. This and the difference in the pallial markings are 
means of distinction from Notosaria which is most like Tegulorhyn- 
chia. 

Geological horizon.—The type species and most other species of 
Tegulorhynchia are found in the fossil state. The genus ranges from 
Oligocene into the Recent where it is represented by T. doderleim 
(Davidson). 

Distribution—The fossil species occur chiefly in the Southern 
Hemisphere in the southern part of Australia and New Zealand. 
One fossil form, identified as T. ddderleini occurs in the Pliocene of 
Okinawa. 

The geographic range of the one living species T. déderleini is 
from Japan south to Borneo. 

Assigned species——The species of Tegulorhynchia are: 

Rhynchonella squamosa Hutton, Miocene, New Zealand. 

R. tubulifera Tate, Miocene, Australia. 

R. déderleini Davidson, Recent, Japan to Borneo. 

Hemithyris antipoda Thomson, Miocene, New Zealand. 

? H. depressa Thomson, Miocene, New Zealand. 

H. squamosa Buckman (not Hutton), Miocene-Oligocene, Antarctic. 
H. imbricata Buckman, Miocene-Oligocene, Antarctic. 


Tegulorhynchia thomsoni Chapman and Crespin, Miocene, Tasmania. 
T. coelospina Chapman and Crespin, Miocene, Tasmania. 


52 SMITHSONIAN MISCELLANEOUS COLLECTIONS VOL. 139 


T. coelata (Tension-Woods), Oligocene to Miocene, Tasmania and 
Australia. 
T. masoni Allan, Miocene, New Zealand. 


Discussion.—As here limited, the name Tegulorhynchia is applied 
only to imbricate species with cardinalia and hinge characters like 
those of T. squamosa. 


Genus PLICIRHYNCHIA Allan, 1947 
Plate 7, A 
Plicirhynchia Allan, Journ. Paleont., vol. 21, No. 5, p. 493, 1947. 


Subtriangular to subpentagonal in outline with the maximum width 
near the middle; inequivalve, the brachial valve having the greater 
depth; anterior commissure uniplicate, the fold of the brachial valve 
being conspicuous and fairly long; surface ornate, the posterior half 
being marked by fine radial lines and striae, the anterior half strongly 
costate. Beak of the pedicle valve long, narrowly pointed, and nearly 
straight; foramen complete, large, longitudinally oval, hypothyrid ; 
deltidial plates thick and conjunct. 

Pedicle valve interior with thick corrugated teeth supported by long, 
stout dental plates; pedicle collar long; muscle field large and 
flabellate, enclosing the adductor scars. 

Brachial valve interior with corrugated sockets bounded by thick 
overhanging socket ridges; crural bases attached directly to the 
socket ridges; crura of radulifer type, long, horizontally flattened ; 
inner hinge plates strongly developed. Cardinal process thick and 
bilobed. Median ridge small. 

Type species (by original designation) —kRhynchonella plicigera 
von Ihering, Rev. Mus. Paulista, vol. 2, p. 270, text fig. 7, 1897. 

Comparisons.—This genus is characterized by its peculiar exterior 
ornament, the posterior and umbonal regions being finely costellate 
but the anterior half strongly costate. The only other semicostate 
genus marked like this is Probolarina, but from that genus it differs 
in beak characters, cardinalia, and the presence of a cardinal process. 

Geological horizon —Plicirhynchia occurs in the Eocene (Pata- 
gonian) of Argentina. 

Assigned species—Only one species is assigned here with assur- 
ance: 


Rhynchonella plicigera von IThering. 
? Hemithyris plicigera Buckman, not von Ihering. 


Distribution—Known only from Argentina and possibly from the 
Antarctic. 


NO. 5 RHYNCHONELLOID BRACHIOPODS—COOPER 53 


Discussion.—The exterior characters of this genus, except for the 
anterior costation, are most like Hemuithyris. The general form of 
the shell, the obscure, fine costellation of the umbonal region, and 
the large foramen are suggestive of the northern genus. The deltidial 
plates are conjunct, however, and there the resemblance ends. 

The specimens available for study of the interior are not good 
because the muscle marks are obscure and the cardinalia partially 
broken. Nevertheless some important details can be distinguished. 
Inside the pedicle valve the pedicle collar is fairly long and slightly 
elevated above the valve floor. The dental plates are solid but of the 
receding type. They are separated from the valve walls by moderately 
deep and wide umbonal cavities. The muscle field is large and reaches 
to about midvalve, possibly somewhat beyond in old specimens. 

Inside the brachial valve the cardinalia are stout and thick. The 
cardinal process is a thick, bilobed boss at the apex. The socket 
ridges are thick and the crura are long, slender, and flattened hori- 
zontally. These features are well shown in specimen U.S.N.M. 
549423a. The crural bases are attached directly to the socket ridges 
without outer socket plates. An inner thickening along the edge of 
the crural bases suggests some development of inner hinge plates. 
Median ridge small and inconspicuous. The cardinalia appear to be 
related to those of Hemithyris, Notosaria, and Tegulorhynchia. 

According to Jaanusson (1951, p. 196) the shell referred by Buck- 
man (1910, p. 12) to Hemithyris plicigera should be referred to 
Plicirhynchia. Jaanusson also points out in connection with Hemithy- 
ris dibbleei and H. reagani, both of Hertlein and Grant (1944), that 
these do not belong to Hemithyris but, because of their anterior 
costation, may be assigned to Plicirhynchia. Unfortunately the in- 
terior details of these two species are unknown and the suggested 
assignment can only be tentative (see discussion of Hemithyris). 


FRIELETIDAE Cooper, new family 
Genus FRIELEIA Dall, 1895 
Plates 4, B, 14, B, 15, A, 21, A 


Frieleia Dall, Proc. U. S. Nat. Mus., vol. 17, p. 713, 1895; Thomson, Geol. Mag., 
n. s., dec. 6, vol. 2, pp. 389, 392, 1915; Jackson, British Antarctic (“Terra 
Nova”) Exped., 1910, Nat. Hist. Rep., Zool., vol. 2, No. 8, pp. 192, 193, 1918; 
Thomson, New Zealand Board Sci. Art, Manual 7, p. 157, 1927; Hatai, Sci. 
Rep. Tohoku Imp. Univ., ser. 2 (Geology), vol. 20, p. 219, 1940; Hertlein 
and Grant, Publ. Univ. California at Los Angeles, Math. and Phys. Sci., vol. 
3, DP. 57, 1944. 


54 SMITHSONIAN MISCELLANEOUS COLLECTIONS VOL. 139 


Elongate oval to subtriangular in outline, with the greatest width 
at or anterior to the middle; thin shelled; inequivalved, the pedicle 
valve having the greater depth and convexity; rectimarginate to 
ligate ; surface smooth to obscurely and minutely costellate. Beak of 
pedicle valve short, nearly straight to suberect; foramen incomplete, 
elongate oval, hypothyrid; deltidial plates thick, disjunct but nearly 
united ; apex marked by a small triangular plate elevated above the 
valve floor. 

Pedicle valve interior with long, curved, corrugated teeth buttressed 
by prominent and strong dental plates; muscle and pallial marks 
lightly impressed; diductor field subquadrate, small, surrounding 
adductors ; vascula media branching at about midvalve, the branches 
diverging anteromedially and anterolaterally. 

Brachial valve interior with deep corrugated sockets margined by 
thick overhanging socket ridges; crura, of spinulifer type, thin, long, 
divergent, attached directly to the socket ridges; inner hinge plates 
small, rounded, disjunct or coalesced at the posterior to form a 
central bilobed plate; median septum long, slender, elevating pos- 
teriorly and united to the inner hinge plates to form a small V-shaped 
chamber which may be filled by callus in old specimens. Median 
septum rising to a crest just anterior to the apex; cardinal process 
a small, triangular, transversely striated pit at the apex; adductor 
scars long and narrow, posteriorly situated. 

Type species —Frieleia halli Dall, Proc. U. S. Nat. Mus., vol. 17, 
p. 714, pl. 24, figs. 6, 9-13, 1895. 

Comparisons.—This is a thin-shelled, fragile brachiopod with both 
valves somewhat sulcate in the Recent species and characterized by a 
great development of inner hinge plates and a camerate apex in the 
brachial valve. It is unlike all other described genera in these re- 
spects. 

Geological horizon.—Possibly Miocene to Recent. Species from 
the California Tertiary now referred to Hemuithyris or other genera 
may belong here. 

Assigned species: 





Frieleia halli Dall, Recent, West Coast North America, Japan. 

? Terebratula nitens Conrad = Hemithyris astoriana Dall, Miocene, 
Oregon. 

Hemithyris pellucida Yabe and Hatai, Recent, Japan. 


Distribution—Known from Alaska to California, Japan, and Kam- 
chatka in waters ranging from 21 to 1,059 fathoms. 
Discussion—The important exterior features of this genus are 


NO. 5 RHYNCHONELLOID BRACHIOPODS—COOPER 55 


the obscurely costellate surface, the rectimarginate anterior com- 
missure, and the disjunct deltidial plates. In most specimens the 
median portion of one or both valves is marked by a depressed line or 
flattening that produces an emargination of the anterior. The deltidial 
plates are usually strongly developed but have not been observed to 
meet. 

In the apex of the pedicle valve a small triangular plate appears 
which is elevated above the valve floor. This forms a partial sheath 
for the pedicle which rests against it. The teeth, as in most modern 
rhynchonelloids, are corrugated and are supported by well-developed, 
erect dental plates defined by deep umbonal cavities. The muscle 
field is small, with a large subquadrate flabellate diductor field sur- 
rounding the adductors anteriorly. The adjustor scars are small and 
are located just anterior to the front of the dental plates. Faint 
pallial marks preserved in one specimen show the vascula media 
as in Hispanirhynchia. 

The most interesting parts of Frieleia are the cardinalia. The 
diductor muscles are attached in a small, triangular, horizontally 
striated pit at the apex. In some specimens this is much thickened to 
form a cardinal callus. The socket ridges are strong and curved. To 
them are attached small triangular outer hinge plates. The hinge 
plates bear the crural bases and crura. The crural bases are further 
strengthened by inner hinge plates that extend dorsally to unite with 
the median septum to form a small chamber. I am unable to detect 
any substantial resemblance of this structure to that of Camarotoechia 
or even to the camerate Mesozoic rhynchonelloids. 

The median septum in Frieleia is a narrow, strong, elevated plate 
that is a myophragm and a crural buttress. It is interesting to note 
that the inner hinge plates, in decking over the space between the 
crural bases, do not form a septal chamber as in Camarotoechia but 
fill in the space solid. In some specimens the inner hinge plates coa- 
lesce in such a way as to form an undivided but concave hinge plate. 

The adductor field is divided by the median septum and is long and 
slender. The anterior scars are elongate, tear shaped in outline. The 
posterior pair is smaller and lies posterolateral to the anterior pair. 

Frieleia has not yet been definitely identified in the Tertiary of 
California or Japan. It has distinctive characters and is one of the 
few modern or Tertiary brachiopods having a prominent median 
septum. Several species occurring on the Pacific Coast of the United 
States may be referable to Frieleia, especially if the definition were 
to be broadened to some extent. The so-called Hemuthyris astoriana 


56 SMITHSONIAN MISCELLANEOUS COLLECTIONS VOL. 139 


Dall (=Terebratula nitens Conrad) has interior characters strongly 
suggesting Frieleia, especially the strong median septum in the 
brachial valve. The species is fairly strongly uniplicate, however, 
which is not in accordance with the current definition of Frieleia. 
All the specimens of H. astoriana available for study, including the 
type specimen, are badly exfoliated. The exterior is therefore not yet 
wholly known. The exfoliated shells have fairly strong radial costel- 
lae, but these may be only a feature of the exfoliated shell. A cross 
section of the beak of the brachial valve reveals a small triangular 
chamber. No modern specimens of Frieleia are uniplicate. The 
specimens of H. astoriana are here referred to Frieleia with a query. 
They are nearer that genus than they are to Hemithyris. Ultimately 
it may be necessary to erect a new genus for uniplicate Frieleia if 
specimens good enough for detailed description are brought to light. 


Genus COMPSOTHYRIS Jackson, 1910 
Plate 16 


Compsothyris Jackson, British Antarctic (“Terra Nova”) Exped., 1910, Nat. 
Hist. Rep., Zool., vol. 2, No. 8, p. 188, 1918; Thomson, New Zealand Board 
Sci. Art, Manual 7, p. 161, 1927. 


Rounded triangular in outline with the greatest width at about the 
middle; valves subequal in depth, the pedicle valve having a greater 
depth than the brachial valve ; anterior commissure broadly and gently 
uniplicate, the brachial fold inconspicuous. Surface marked by fine 
radial costellae. Beak of pedicle valve nearly straight to suberect, 
bluntly pointed; foramen incomplete, of moderate size, elongate 
elliptical, hypothyrid (permesothyrid according to Jackson, 1918) ; 
deltidial plates disjunct. 

Pedicle valve interior with small teeth supported by strong dental 
plates ; muscle field located well anterior to the delthyrial cavity, small ; 
diductor scars small, surrounding the adductor pair. Pallial marks 
not impressed. 

Brachial valve interior with narrow corrugated sockets bounded by 
strongly overhanging socket ridges; crura of spinulifer type, short, 
attached to the socket ridges by narrow hinge plates. Inner hinge 
plates incipiently developed. Median ridge or myophragm slender, 
moderately elevated and reaching the apex where it is divided and 
supports the proximal ends of the crural bases. Adductors closely 
crowded against the myophragm, the right and left pairs being tear 
shaped in outline. 

Type species (by original designation).—Rhynchonella racovitzae 


NO. 5 RHYNCHONELLOID BRACHIOPODS—COOPER 57 


Joubin, Résultats voyage S. Y. Belgica, 1897-1898-1899, Zool., Rapt. 
Sci. Commiss. Belgica, p. 5, pl. 1, figs. 1-4, 190I. 

Comparisons.—The genera to which Compsothyris can profitably 
be compared are: Frieleia, Hispanirhynchia, and Grammetaria. The 
differences between Compsothyris and Frieleia are chiefly exterior 
characters but the cardinalia also vary importantly. Frieleia is not 
so strongly and evenly costellate as Compsothyris and the shape and 
folding of the two are quite different. In Frieleia it is common for 
both valves to have a sulcus and for the front to be emarginate. 
Compsothyris is faintly uniplicate. Furthermore, Frieleia is much 
more triangular than Compsothyris and has a great development of 
inner hinge plates in the cardinalia of the brachial valve, a feature 
not shared by the Antarctic shell. 

Hispanirhynchia differs in shape from Compsothyris, having a 
compressed profile and strongly triangular outline. The two genera 
are similarly marked on the exterior however. Inside the brachial 
valve only a slight development of inner hinge plates appears in 
Compsothyris, and the small chamber at the apex is not obliterated by 
shell growth in the adults as it is in Hispanirhynchia. 

Compsothyris differs from Grammetaria in the form of the valves 
and in the less elaborate deltidial plates. Compsothyris is nearly 
circular in outline whereas Grammetaria is strongly triangular. The 
deltidial plates of Grammetaria are elaborately auriculate but those of 
the Antarctic genus are small and not auriculated. Inside the brachial 
valve no inner hinge plates are developed by Grammetaria but the 
small apical chamber present in the young is sealed off in the adult 
by the sides growing shut. In adult Compsothyris this chamber 
remains open. 

Geological horizon.—Not known in the fossil state. 

Distribution—Ross Sea area and western Antarctic in depths 
ranging from 45 to 300 fathoms. 

Assigned species—So far only one species can be definitely as- 
signed here but two others may belong: 

Rhynhonella racovitzae Joubin, Recent, Antarctic. 


? Hemithyris striata Thomson, Recent, Antarctic. 
? Rhynchonella valdiviae Helmcke, Recent, Indian Ocean. 


Discussion.—Jackson (1918, p. 193) expressed interest over the 
fact that the features of Compsothyris and Frieleia were suggestive 
of certain Paleozoic genera, especially Camarotoechia. Comparison 
with interiors of Camarotoechia (see pl. 4, D, figs. 6-8), however, 
show the relationship to be quite remote because the structures in 


58 SMITHSONIAN MISCELLANEOUS COLLECTIONS VOL. 139 


the two genera, which look similar, actually are developed differently. 
In the Paleozoic genus the median septum is strong and high and 
supports a V-shaped chamber having strong walls. This is in turn 
covered by a flat plate connecting the crural bases. This plate is ap- 
parently built, at least in part, posteriorly because it does not gen- 
erally close the chamber but leaves a small round cavity at the apical 
end. This chamber of Camarotoechia is more like the structure in 
Septaliphoria. The chamber of this Jurassic shell is, however, also 
different from that of Camarotoechia, although the two look alike. 
The chamber of Compsothyris is a much more delicate affair and, it 
seems to me, not related to any Paleozoic form. 


GRAMMETARIA Cooper, new genus 
(Gr. gramme, line) 
Plates 4, C, 9, A 


Outline elongate triangular with the maximum width at the ante- 
rior; valves subequal in depth, the pedicle valve having a slightly 
greater depth ; anterior commissure rectimarginate ; surface marked by 
fine costellae. Beak small, bluntly pointed, suberect ; foramen incom- 
plete, rounded, hypothyrid ; deltidial plates auriculate, conjunct. 

Pedicle valve interior with small corrugated teeth, supported by 
strong vertical dental plates. Muscle field small and subcircular ; 
diductor scars small; adjustor scars large, posterolaterally placed. 

Brachial valve interior with corrugated sockets bounded by strong, 
thick socket ridges; crura short, of spinulifer type, triangular in sec- 
tion but laterally flattened distally, attached to the socket ridges by 
very narrow, inconspicuous outer hinge plates; median ridge thick, 
not quite reaching the apex in the adult, but in the young forming 
a low, wide V-shaped chamber with the crural bases; V-shaped 
chamber covered by shell substance in the adult. Adductor field 
elongate triangular, the anterior and posterior scars on each side of 
the median ridge tear shaped in outline; posterior set of adductors 
located outside the anterior set. 

Type species—Hemithyris bartschi Dall, Proc. U. S. Nat. Mus., 
vol. 57, p. 289, 1920. 

Comparison.—This genus is most suggestive of Frieleia and 
Compsothyris among described genera, but it has important differ- 
ences from both of them. In the first place, Frieleia has a strong 
tendency to ligation while Compsothyris is broadly uniplicate. Gram- 
metaria, on the other hand, is rectimarginate. The deltidial plates of 
the pedicle valve of Grammetaria are elaborately auriculate but such 


NO. 5 RHYNCHONELLOID BRACHIOPODS—COOPER 59 


features have not been seen in the other two genera. The deltidial 
plates of Grammetaria are conjunct but those of the other two genera 
are disjunct. However, those of Frieleia nearly meet. 

The interior of the brachial valve is the significant part of each 
of these genera. In Frieleia the crural bases are attached to the 
median septum but in addition a strong development of inner hinge 
plates may create a small chamber at the apex. In Compsothyris the 
crural bases are likewise supported by the median septum but no 
comparable development of the inner hinge plates is known. In 
Grammetaria the very young are similar to Compsothyris in having 
the crural bases united to the median septum but the apical V-shaped 
chamber thus formed is much broader and shallower than that of 
Compsothyris. In the adult of Grammetaria the spaces between the 
septum, shell wall, and the broad chamber are filled to form a thick 
apical callosity between the crura. Thus the low septum ends in a 
callosity at the rear of the adult shell. 

Assigned species—At present only Hemithyris bartschi Dall is 
known in this genus. 

Distribution —Hemuthyris bartscht is known only from Philippine 
waters from depths of 161 and 298 fathoms. 

Discussion.—Only two specimens of this genus are known but they 
indicate a brachiopod having several unusual characters. Although 
the deltidial plates of the adult specimen are broken, probably in sepa- 
rating the valves, those of the young specimen are quite definitely con- 
junct even though broken slightly at their line of junction. This is 
one feature that distinguishes this genus from Frieleia and Comp- 
sothyris. Another feature of considerable interest is the development 
of the brachial interior from a camerate brachial valve to one having 
only a callosity at the posterior. The small camera of the young is 
buried in callus as the valve grows and is completely obliterated. This 
takes place to a lesser extent in Hispanirhynchia. The crura of 
Grammetaria are more like those of Frieleia in not having prominent 
outer hinge plates developed. In Compsothyris modest but definite 
outer hinge plates are present, making the crura more suggestive of 
Basiliola than of Frieleia. 


HISPANIRHYNCHIIDAE Cooper, new family 
Genus HISPANIRHYNCHIA Thomson, 1927 
Plates 10, 13, A, 21, G 
Hispanirhynchia Thomson, New Zealand Board Sci. Art, Manual 7, p. 159, 1927. 


Outline elongate triangular with the greatest width in the anterior 
third; inequivalve, the pedicle valve being deeper than the brachial 


60 SMITHSONIAN MISCELLANEOUS COLLECTIONS VOL. 139 


valve; anterior commissure rectimarginate to ligate to slightly uni- 
plicate ; surface marked by concentric lines of growth and fine obscure 
radial costellae; beak of the pedicle valve short, suberect ; foramen 
incomplete, large, hypothyrid ; deltidial plates small, disjunct. 

Pedicle valve interior with well-developed but incomplete pedicle 
collar and thick teeth supported by small, somewhat receding dental 
plates; muscle field small, rounded, with small diductor scars sur- 
rounding large adductor scars. Vascula media prominent, originating 
between diductor and adjustor scars, extending anteriorly to branch 
about one-third the length from the front margin. 

Brachial valve interior with corrugated sockets and overhanging 
socket ridge to which the short, bladelike, spinulifer crura are attached 
by small and narrow outer hinge plates. Inner hinge plates small and 
narrow. Median ridge low, thick, extending to the apex. Adductor 
field small, divided by a low median ridge; anterior adductors rounded, 
posterior pair elongated. Vascula media widely divergent. 

Type species (by original designation).—Rhynchonella cornea 
Fischer, in Davidson, Trans. Linnaean Soc., ser. 2, vol. 4, Zool., pt. 2, 
p. 171, pl. 25, figs. 2-4, 1887. 

Comparisons—This is one of several triangular or nearly trian- 
gular genera with faint radial ornamentation. It differs from Frieleia 
and Compsothyris in not having a strongly camerate apex in the 
brachial valve of the adult. It differs from Grammetaria in its less 
prominent radial markings, nonalate deltidial plates, and the develop- 
ment of the cardinalia which are camerate in the young of Gram- 
metaria. Aetheia can be readily distinguished from Hispanirhynchia 
by its small foramen, concave deltidial plates and the great develop- 
ment of inner hinge plates on the interior. 

Distribution—In modern seas Hispanirhynchia is known from off 
the coasts of Morocco, the Sudan, and the Canary Islands. It is also 
known from west of Cape Finistere, northwestern Spain. It is gener- 
ally found in deep water, from 5774 fathoms ? off Cape St. Vincent, 
Portugal, to below 1,000 fathoms off the coast of Spain. One species, 
H. ?craneana (Dall) doubtfully assigned, taken off Cocos Island, 
Panama, came from 117 fathoms. 

Geological horizon.—Possibly present in the Eocene of Cuba. 

Assigned species——Two Recent species are assigned to this genus: 

Rhynchonella cornea Fischer, Recent, North Atlantic. 


? Hemithyris craneana Dall, off Panama, Pacific Ocean. 
Hispanirhynchia sp., Eocene, Cuba. 


2 See note by Jackson (1918, p. 192, footnote). 


NO. 5 RHYNCHONELLOID BRACHIOPODS—-COOPER 61 


Discussion.—External features of importance in this genus are the 
beak characters, the ornamentation, and the anterior commissure. In 
the type species the deltidial plates are well developed and disjunct 
but in some specimens approach each other very closely. Dall de- 
scribes the deltidial plates of H. ?craneana as “obsolete” but the speci- 
men has definitely been damaged in the beak region. In some old 
specimens of H. cornea these plates are also lacking, possibly due to 
abrasion. 

The shell of young specimens of Hispanirhynchia is generally 
translucent and a pale brown. Adults are opaque and a deeper brown 
in color. The surface is minutely costellate, the costellae extremely 
fine and very closely crowded. 

Specimens of H. cornea are generally rectimarginate but Thomson 
(1927, p. 159) speaks of some as being ligate, that is, with a gentle 
depression in each valve which will produce an emarginate anterior. 
The anterior commissure of H. ?craneana, on the other hand, has a 
slight wave in it toward the pedicle valve, thus producing a faint 
sulcation. 

The interior of the pedicle valve of the mature to old shells usually 
shows the details to perfection because the muscles and pallial marks 
are deeply impressed. The pedicle collar is well developed and may be 
elevated above the valve floor. The teeth are strong and corrugated. 
The dental plates are strong and separated from the lateral shell wall 
by deep cavities. In old shells these tend to become nearly obliterated 
by deposition of shell substance inside the cavities. 

The muscle field is small. The flabellate diductor scars are small 
and surround a fairly large adductor patch anteriorly. The adjust- 
tor scars are deeply impressed at the anterior edge of the dental 
plates. Accessory diductor scars are not visible in the delthyrial cavity. 
The vascula media take off anterior to the adjustor scars and along the 
outside of the diductor scars. The main trunk branches at about mid- 
valve, one branch extending laterally, the other anteromedially. Both 
of these branches bifurcate again to produce distributaries anteriorly 
and laterally. 

The genital area is small and located on the shell wall just anterior 
to the dental plates. This area is smaller than that in Basiliola and 
Rhytirhynchia. 

The cardinalia of this genus are interesting because the young show 
features that are buried by excess shell in the adult. The insertion of 
the diductor muscles appears as a small, triangular, horizontally stri- 
ated pit at the apex. No swollen cardinal process is present as in 


62 SMITHSONIAN MISCELLANEOUS COLLECTIONS VOL. 139 


Plicirhynchia. The socket ridges are thick and curved; the crura are 
attached to them by small, triangular outer hinge plates. The crura 
are laterally compressed blades, not concave in section and their distal 
end is serrated. Prominent inner hinge plates are formed at the apical 
end of the shell which attach to the floor of the valve. With the 
septum they form a poorly defined chamber but in old specimens the 
inner plates become thickened at the apex and fuse to form a thick 
callus. In such cases the extensions of the inner plates to the valve 
floor are obscured. 

The adductor field is small and elongated. The anterior pair of scars 
is the larger and the posterior pair more elongated, at least in the old 
shells. The field is divided medially by a short, thick median ridge 
which extends no farther than the anterior end of the adductor field. 
At the anterior end of the ridge a small scar appears in old specimens. 
The genital areas are small like those of the pedicle valve. The vascula 
media originate at the inside ends of the anterior adductors and sur- 
round the small scar mentioned above. These pallial trunks divide 
near midvalve in a manner similar to that of the pedicle valve. 

Comparison of Hispanirhynchia ?craneana with middle-aged speci- 
mens of H. cornea show slight differences but they do not appear to be 
great enough to exclude the species from Hispanirhynchia. The outer 
hinge plates of the brachial valve appear slightly wider than those of 
the Atlantic shells and the inner hinge plates are not so well developed, 
but they are there. 

Rhynchonella sicula Seguenza, here made the type of the genus 
Sphenarina, was early identified with H. cornea, but examination of 
the interior of the Sicilian shell makes it clear that the two have little 
in common but shape and ornament. Sphenarina has no median 
septum and its beak characters are different from those of Hispami- 
rhynchia. 


SPHENARINA Cooper, new genus 
(Gr. sphenos, wedge) 
Plates 5, B, 8, A 


Shell triangular in outline, with the greatest width in the anterior 
third ; subequivalve, the pedicle valve having a slightly greater depth 
than the brachial valve ; anterior commissure rectimarginate; surface 
marked by minute radial lines. Beak long, suberect ; foramen small, 
circular, hypothyrid; deltidial plates conjunct, elaborately auriculate. 

Pedicle valve interior with short pedicle collar and well-developed 
dental plates with wide umbonal cavities. 


NO. 5 RHYNCHONELLOID BRACHIOPODS—COOPER 63 


Brachial valve interior with prominent socket ridge to which the 
short crural bases are attached without outer hinge plates. Crura 
moderately long, of spinulifer type, nearly straight, compressed to 
slightly crescentic in section and with distal extremities flattened; no 
inner hinge plates. Posterior of crural bases attached to floor of valve 
by short plates ; cavity between plates occupied by callus, thus making 
the apex solid. Median ridge or septum absent; adductor field 
elongate. 

Type species—kRhynchonella sicula Seguenza, in Davidson, Geol. 
Mag., vol. 7, No. 76, p. 461, pl. 20, fig. 6, 1870. 

Comparisons.—This is a wedge-shaped form with fine radial orna- 
mentation comparable to Hispanirhynchia, Grammetaria, and Comp- 
sothyris. It differs from all these in the nature of the cardinalia. On 
the inside of the brachial valve the cardinalia of Sephenarina differ 
from all three in the almost total absence of a median ridge or septum 
and in the fact that the plates supporting the crural bases at the apex 
meet the floor of the valve directly. 

Geological horizon.—Pliocene of the Mediterranean region. 

Assigned species.—The following species are placed in this genus: 


Rhynchonella sicula Seguenza. 
R. soricina Defrance= R. sicula Seguenza. 
? Hemithyris eotrigona Sacco and variety obliquatella Sacco. 


Discussion——This species has commonly been referred to Hispani- 
rhynchia because of the close similarity of form and ornamentation. 
In fact Jeffreys (1878, p. 413) identified dredged specimens of the 
latter as identical with the Italian species. Examination of the beak 
and brachial valve interior of FR. sicula will dispel the idea of identity 
almost immediately. 

The material of S. sicula showing interior details is scanty. The two 
specimens in the National Museum from which the above description 
was drawn were prepared by needles, a delicate operation considering 
the thin shell of the species and the fragile nature of the cardinalia. 
The length of the crura is moderate and the ends are flattened later- 
ally, strongly suggesting the crura of Frieleia. 

The cardinalia of Sphenarina are suggestive of those of Hispani- 
rhynchia but the median septum is lacking. The plates supporting the 
crural bases thus rest directly on the valve floor rather than on the 
median septum. A young specimen dissected shows no trace of a 
septum and no evidence of supporting plates for the crural bases. 


64 SMITHSONIAN MISCELLANEOUS COLLECTIONS VOL. 139 


ERYMNARIIDAE Cooper, new family 
ERYMNARIA Cooper, new genus 
(Gr. erymnos, fenced) 
Plates 18, A, B, 19, A, 22, B 


Outline irregular triangular to rounded pentagonal, usually with the 
greatest width at or anterior to the middle; inequivalve, the brachial 
valve having the greater depth; anterior commissure irregular, twisted 
or regularly uniplicate; surface smooth or marked by concentric 
growth lines and short, irregular costae occupying the anterior third or 
half. Beak of pedicle valve short, deltidial plates conjunct, slightly 
auriculate ; foramen small to moderately large, oval, hypothyrid. 

Pedicle valve with short dental plates defining a deep delthyrial 
cavity; muscle field small, with small adductor scars surrounded by 
subflabellate diductor scars. Vascula media short. 

Brachial valve with large, deep, corrugated sockets; socket ridges 
elevated and strong; outer hinge plate broad; crura of septifer type, 
curved, supported by two long septa that extend along the valve floor 
for about one-fifth the valve length. Vascula media thin, moderately 
long. 

Type species —Terebratula polymorpha Massalongo, Schizzo geog- 
nostico sulla valle del Progno o Torrente D’Illasi, con un saggio sopra 
la flora primordiale del M. Bolca, Verona, pp. 18, 19, 1850. 

The septifer type of crura are not well known but have been recog- 
nized in the Jurassic. Rothpletz recognized two groups or Sippe hav- 
ing septifer crura. One of these is the Inversa-Sippe in which the 
species have a sulcate anterior commissure and are smooth or semi- 
costate ; the other group is the Trigona-Sippe in which the shells are 
rectimarginate to uniplicate and are wholly costate. 

Septocrurella of Wisniewska is a paucicostate genus having a sul- 
cate anterior commissure and the septifer type of crura. Ahynchonella 
deluxa Oppel, which is similar exteriorly to Septocrurella sanctaclarae 
Wisniewska, also has the septifer type of crura. 

No Cretaceous rhynchonelloids having this structure are now known 
to me, but the fact that septifer genera appear in the Jurassic and 
Focene indicate the strong likelihood that specimens with this structure 
occur in the Cretaceous. It is interesting to note that the known 
Eocene septifer genus is smooth pauciplicate but is uniplicate rather 
than sulcate. 

Comparison.—The exterior form of two species of Erymnaria is 
like that of Streptaria in having the strongly twisted anterior com- 


NO. 5 RHYNCHONELLOID BRACHIOPODS—-COOPER 65 


missure, but there the similarity ends. The interior of Erymnaria is 
so unlike that of Streptaria that confusion of the two is not possible. 

Geological horizon.—Eocene of Italy and Cuba. 

Distribution—Two species of this genus are known in the Eocene 
of northeastern Italy and one at the same horizon in Cuba. Only one 
specimen is known from the latter occurrence but the interior details 
visible through the shell make the identification with this genus quite 
certain. 

Assigned species—Three species of this genus are now known: 

Terebratula bolcensis Massalongo, Eocene, Italy. 


T. polymorpha Massalongo, Eocene, Italy. 
Erymnaria cubensis Cooper, new species, Eocene, Cuba. 


Discussion.—The genus is characterized by having strong support- 
ing plates buttressing the crura and constituting the septifer type of 
Rothpletz. It is the only Tertiary genus known to me having this 
peculiar structure. The supporting plates of the crura make two 
long, dark suture lines diverging from the beak. In several specimens 
the socket plates are also visible as dark lines on the inner filling of 
the shell. In such cases the socket plates occupy the outside and are 
shorter than the crural supports. 


ERYMNARIA CUBENSIS Cooper, new species 
Plate 19, A 


Shell of about median size for a rhynchonelloid, slightly wider than 
long; subpentagonal in outline; widest at midvalve; sides narrowly 
rounded ; beak forming an angle of 100° ; anterior margin truncated. 
Anterior commissure strongly uniplicate ; surface marked only by con- 
centric growth lines. 

Pedicle valve evenly and gently convex in lateral profile ; nearly flat 
in anterior profile with margins abruptly bent dorsally ; umbo some- 
what narrowly swollen ; median region flattened ; sulcus originating at 
about midvalve, broad and shallow ; tongue moderately long, narrowly 
rounded, and bent nearly at right angles to the lateral commissure ; 
flanks bounding sulcus narrow, gently convex, and moderately steep. 
Beak small, rounded ; beak ridges not prominent ; deltidial plates con- 
junct; foramen moderately large, longitudinally elliptical, and with 
the anterior margin having a small lip. 

Brachial valve deeper than the pedicle valve; gently convex in lat- 
eral profile but narrowly domed in anterior profile, the sides long and 
steep. Umbo and median region swollen; fold originating anterior to 
midvalve, low and gently rounded, scarcely protruding beyond the 
flanks ; sides steep, gently inflated. 


66 SMITHSONIAN MISCELLANEOUS COLLECTIONS VOL. 139 


MEASUREMENTS IN MILLIMETERS 


Brachial 
Length length Width Thickness 
EALOIGEV DE. ava Nre whessiiers Lisette Reena 14.1 12.8 15.0 10.0 


Types.—Holotype, U.S.N.M. 549385. 

Horizon and locality.—Eocene, 80 meters northeast of school, 
Chucho Machin, Matanzas Province, Cuba. 

Discussion.—Only a single complete specimen is known of this in- 
teresting species, but it is well preserved and some of the interior 
details are visible through the transluscent shell. It is most like T. 
bolcensis (Massalongo) in its symmetrical form and folding, but 
differs in having a broader and less narrowly folded anterior commis- 
sure, a larger foramen, and the crural supporting plates seem to be 
somewhat shorter than those of the Italian species. 

That this species belongs to the Italian genus seems certain because 
the crural supporting plates and socket ridges are clearly visible 
through the thick but transluscent shell as narrowly divergent septa. 
Visibility was made better by washing the beak and umbo of the 
brachial valve with dilute acid to thin the shell. 


UNPLACED SPECIES 


Rhynchonella lamothei Dautzenberg (1909, p. 271). This is a com- 
pletely costate (16 costae) species from the Pliocene of Algeria. It 
has a sulcus on the pedicle valve with 7 costae and a prominent fold 
with 6 costae. No details of the hinge or interior were described. It 
is unlike any other Tertiary rhynchonelloid. 

R. (Hemithyris) vinassai Boni (1933, p. 86). Miocene, Monte Val- 
lassa, Italy. This is a semicostate form suggestive of Aphelesia bi- 
partita but the interior details are not figured. 

Rhynchonella washingtoniana Weaver (1912, p. 55). Weaver's 
figures of this species indicate a brachiopod with a type of ornamenta- 
tion never seen in rhynchonelloids. Examination of specimens from 
the Cowlitz River proves the shell to be punctate and the ornamenta- 
tion to be that of the genus Terebratulina. The species is thus not a 
rhynchonelloid. 

Rhynchonella meneghiniana Davidson (1870, p. 463). This is a 
small completely costate species from the Eocene of Bolca, Italy. It is 
quite distinct from any other Tertiary species but nothing is known 
of its beak characters and interiors. It may be related to R. poly- 
morpha (=Erymnaria) which may be strongly costate. 


NO. 5 RHYNCHONELLOID BRACHIOPODS—COOPER 67 


Hemithiris dibbleei Hertlein and Grant (1944, p. 46). Eocene of 
California. No details of the interior of this species are given but it 
is semicostate. In exterior view it accords with Plicirhynchia but this 
is a much younger genus located in a completely different faunal realm. 

Hemithiris reagani Hertlein and Grant, (1944, p. 54). Oligocene, 
California. This species is also semicostate like that above and might 
be referable to Plicirhynchia, but no details of the interior are known. 

“Rhynchonella” supraoligocaenica Gorges (1952, p. 5). This spe- 
cies is from the upper Oligocene of Germany. It is a large, smooth 
form suggestive of Aphelesia bipartita. The interior is, however, 
unknown and the species cannot be assigned with confidence. 

“Rhynchonella”’ valdiviae Helmcke (1940, p. 290). This species is 
found near New Amsterdam in the south-central part of the Indian 
Ocean. It resembles Compsothyris in form, ornamentation, and beak 
characters. The color is brownish gray and the shell transparent as in 
Compsothyris. Dental plates are present in the pedicle valve. The 
cardinalia consist of spoon-shaped, curved crura truncated at the end. 
The brachial valve is provided with a “very weak median-septum, the 
front end of which is about even with the ends of the crura. The 
septum is highest in the middle.” The figure given by Helmcke (fig. 
37) does not show the septum clearly. The species strongly suggests 
Compsothyris, but it is not possible to be sure until better details of the 
interior are known. 

This species also suggests Hemuithyris striata Thomson from off 
Shackleton Glacier, Davis Sea, Antarctica, by its rounded outlines and 
fine costellae. These two species are assigned to Compsothyris with 
a query. 


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dec. 6, vol. 2, pp. 387-302. 

1918. Brachiopoda. Australasian Antarctic Expedition, Sci. Rep., ser. C, 
Zoology and Botany, vol. 4, pt. 3, pp. 5-76, pls. 15-17. 

1927. Brachiopod morphology and genera (Recent and Tertiary). New 
Zealand Board Sci. Art, Manual 7, pp. i-iv, 1-338, pls. 1, 2. 

Toutmin, L. D. 

1940. Eocene brachiopods from the Salt Mountain limestone of Alabama. 

Journ. Paleont., vol. 14, pp. 227-233, pl. 28. 
Weaver, C. E. 

1912. Preliminary report on the Tertiary paleontology of western Wash- 

ington. Washington Geol. Surv., Bull. 15, 80 pp. 


72 SMITHSONIAN MISCELLANEOUS COLLECTIONS VOL. 139 


1942. Paleontology of the marine Tertiary formations of Oregon and 
Washington. Univ. Washington Publ. Geol., vol. 5, Brachiopods, 
pp. 12-18. 
WELLER, S. 
1910. Internal characters of some Mississippian rhynchonelliform shells. 
Bull. Geol. Soc. Amer., vol. 21, pp. 497-516, figs. 1-18. 
WIL.IAMS, A. 
1956. The calcareous shell of the Brachiopoda and its importance to their 
classification. Biol. Rev., vol. 31, pp. 243-287. 
WISNIEWSKA, M. 
1932. Les rhynchonellides du Jurassique sup. de Pologne. Palaeontologia 
Polonica, t. 2, No. I, pp. i-viii, 1-71, pls. 1-6. 
Woopwarb, S. P. 
1855. Description of a new species of recent Rhynchonella (R. grayi, 
Woodw.). Ann. and Mag. Nat. Hist., ser. 2, vol. 16, p. 444. 
Yase, H., and Harat, K. 
1934. The Recent brachiopod fauna of Japan. (1) New genera and sub- 
genera. Proc. Imp. Acad. Japan, vol. 10, No. 9, pp. 586-580. 
1935. On some Brachiopoda from the “Ryttkyi limestone” of Kikaizima 
and Okinawa-zima, Rytkyt Islands and southwestern Formosa 
(Taiwan). Japanese Journ. Geol., Geogr., Trans. and Abs., vol. 12, 
Nos. 3 and 4, pp. 93-102, pl. 14. 


EXPLANATION OF PLATES 


PLATE I 
Cryptopora 
Page 
A. Mannia nysti Davidson = Cryptopora nysti (Davidson).............. 22 


Figs. 1-14. 1, Dorsal view of a complete specimen showing triangular 
outline, 10, hypotype U.S.N.M. 549422a. 2, Same view as preced- 
ing, X 20, showing strongly elevated deltidial plates and large tri- 
angular foramen. 3-5, Respectively partial side, side, and ventral 
views of the same specimen showing the profile and large deltidial 
plates, X 10. 6, Interior of the pedicle valve of the same specimen 
showing teeth and deltidial plates, 10. 7, Interior of the brachial 
valve of the same individual showing high, narrow median septum, 
and crura with flattened distal extremities, X10. 8-10, Respectively 
interior, partial side, and side views of the same valve, X 20, showing 
median septum and details of the cardinalia. 11, 12, Interior and par- 
tial side views of another pedicle valve interior, X 10, showing teeth 
and deltidial plates, hypotype U.S.N.M. 549422b. 13, 14, Partial side 
and anterior views of the preceding specimen, X20, showing dental 
plates, apical plate and deltidial plates. 

Upper Miocene (Diestien-Sables de Deurne), Wommelghem, east 
side of Antwerp, Belgium. 
B. Cryptopora rectimarginata Cooper, NeW SPeCi€S...........eeeeeeeeeee 20 

Fig. 15. Dorsal view of a complete specimen showing alate deltidial 
plates and apical plate, & 15, paratype U.S.N.M. 274143d. 

Recent, Eolis Station 340, at 209 fathoms, off Fowey Light, Florida. 

Fig. 16. Another specimen showing the alate deltidial plates and apical 
plate, X 15, paratype U.S.N.M. 274168a. 

Recent, Eolis Station 320, at 80 fathoms, off Western Dry Docks, 
Florida. 

Figs. 17, 18. Respectively tilted to the side and full views of a specimen 
showing elaborate alae on the deltidial plates, 15, paratype 
U.S.N.M. 336806a. 

Recent, Eolis Station 378, at 165 fathoms, off Fowey Light, Florida. 

Fig. 19. Interior of a pedicle valve with tooth broken on right side 
but showing alae with scalloped edges on deltidial plates and the large 
plate just anterior to the apex, 15, paratype U.S.N.M. 336895. 

Recent, Eolis Station 377, at 190 fathoms, off Fowey Light, Florida. 


PLATE 2 


Cryptopora and Neorhynchia 


T. Cryptopora rectimarginata Cooper, new SpecieS............eccceeeeees 20 
Figs. I-11. 1-3, Respectively dorsal, side, and anterior views of a com- 
plete specimen, <6, showing rectimarginate commissure, holotype 


73 


74 SMITHSONIAN MISCELLANEOUS COLLECTIONS VOL. 139 


Page 

U.S.N.M. 274143a. 4, Partial side view of another individual showing 
the alate deltidial plates, X 6, paratype U.S.N.M. 274143b. 5, Pos- 
terior of the specimen shown in figure 4, illustrating the alate deltidial 
plates, X 8. 6, 7, Respectively anterior and full views of the interior 
of the pedicle valve, 6, showing strong dental plates, paratype 
U.S.N.M. 274143c. 8-11, Respectively partial side, full, anterior, and 
posterior views of the brachial interior of the preceding, showing the 
long slender maniculifer crura, the short, strongly elevated median 
septum and the bilobed cardinal process, 8, paratype U.S.N.M. 
274143¢. 

Recent, Eolis Station 340, 209 fathoms, off Fowey Light, Florida. 

B. Neorhynehia:strebelt Dall yore. cca gee vives seca fete es cee oa tea ae ele 34 
Figs. 12-23. 12-15, Respectively ventral, dorsal, anterior, and side views 

of a complete specimen, * 2, showing the sulcate anterior commissure, 
paratype U.S.N.M. r10741a. 16, 17, Respectively anterior and full 
views of the posterior pedicle valve, X 4, showing dental plates, corru- 
gated teeth, and disjunct deltidial plates, holotype U.S.N.M. 110741. 
18, 19, 21, 22, Respectively full, posterior, anterior, and partial side 
views of the posterior of the brachial valve of the holotype, Xx 4, 
showing broad outer hinge plates, low median ridge, small inner 
hinge plates, and falcifer crura. 20, 23, Partial anterior and partial 
side views of the paratype showing socket ridges and short crura, 
SG: 

Recent, U. S. Fish Commission Station 4721, 2,084 fathoms in 
Globigerina ooze, 35.1° F., mid-Pacific. 


PLATE 3 


Hemithyris 


AY Hemithyns woodcwards ((DayidsOm)s <x es cicis oss w/o'sre ce cele /acaieraveis epslclelerers 47 
Figs. 1-11. 1-3, Respectively side, anterior, and dorsal views of a com- 
plete specimen, X 1, hypotype U.S.N.M. 111083a. 4, Dorsal view of 
the same specimen, 2, showing fine radial striae. 5, Beak of a ped- 
icle valve, 3, showing large foramen and discrete deltidial plates, 
hypotype U.S.N.M. 111083b. 6, Interior of the same pedicle valve 
tilted to show the vertical dental plates, & 2. 7, 8, Respectively ante- 
rior and full views of a brachial valve showing cardinalia, inconspicu- 
ous median ridge and muscle scars, & 2, U.S.N.M. 111083c. 9, 
Posterior view of the same brachial valve showing socket ridges, 
outer hinge plates, and radulifer crura, X 4. Io, Partial side view of 
the same brachial valve showing the long slender crura, & 4. 11, Pos- 
terior view of another brachial valve showing the cardinalia and the 
scars of the diductor muscles at the apex, 4, hypotype U.S.N.M. 


111083d. 
Recent, Hakodate, southern Hokkaido, Japan. 
Beemithyrispsittacea \(Gimelin) saseeneer mecca c eee eee eee 45 


Figs. 12-21. 12-14, Respectively anterior, side, and dorsal views of a 
complete specimen showing the long beak, & 1, hypotype U.S.N.M. 
111004a. 15, Dorsal view of the preceding specimen, X 2, showing 


NO. 5 RHYNCHONELLOID BRACHIOPODS—COOPER 75 


Page 
the closely crowded costellae separated by narrow, shallow striae. 
16, Interior of the pedicle valve of another specimen tilted to show 
apical and dental plates, 2, hypotype U.S.N.M. 111004b. 17, 
Posterior of the preceding pedicle valve, X 3, showing large, incom- 
plete foramen, large teeth, and small disjunct deltidial plates. 18, 10, 
Respectively anterior and full views of the brachial valve interior 
showing cardinalia, myophragm, and muscle scars, 2, hypotype 
U.S.N.M. 111004b. 20, Posterior of the preceding specimen tilted to 
show socket ridge, corrugated socket, and long, slender, curved, 
radulifer crura with the strengthening ridge on their under or dorsal 
surface, X 3. 21, Posterior view of the cardinalia of the same speci- 
men showing socket ridge, small outer hinge plates, and distally 
flattened crura, X 3. 

Recent, Coal Harbor, Unga Island, Shumagins, Alaska. 


PLATE 4 


Aetheia, Frieleia, Grammetaria, Camarotoechia, and Hemithyris 


An Acthersgualters: (NOLES \oss vain 2h dein aus ats gate sim desia poemtaneen as 42 
Fig. 1. Rubber impression of a pedicle valve interior prepared to 
show the muscle scars and pallial marks, 2, hypotype U.S.N.M. 
369298a (see pl. 9, B). 
Miocene (Duntroon greensand), Otago, New Zealand. 
Ba lraeletas Halle Tal 50 oie aah cls ish resco nie 8) shoys ajaesravadei ghar aiahn iejnini aie Shaveysees 53 
Figs. 2, 3. 2, Posterior of a brachial valve, 6, showing the hinge 
plates surrounding a plug of the median septum, and the inner hinge 
plates engulfing the septum, hypotype U.S.N.M. 111021a. 3, Posterior 
of another brachial valve interior, X 6, with well-preserved cardinalia 
and elongate adductor scars, and showing inner hinge plates not yet 
coalesced, hypotype U.S.N.M. 111021b. 
Recent, 559 fathoms, in ooze, 38.4° F., U. S. Fish Commission Sta- 
tion 2871, off the coast of Washington. 
Cc. Grammetoravarischi: (Dall )is.\s's0. cjc.cisters oypjalals «ia oles realty tases 58 
Figs. 4, 5. 4, Dorsal view of a young but imperfect specimen, 6 above 
and X10 below, showing elaborate auriculations on the deltidial 
plates, paratype U.S.N.M. 274134. 5, Same specimen with brachial 
valve tilted to show cardinalia and dental plates, 6, and also show- 
ing septum united with hinge plates and long curved crura. 
Recent, at 161 fathoms, 57.4° F., on sand, U. S. Bureau of Fish- 
eries Station 5735, off Jolo, Philippine Islands. 
Di Gamaroloechta Species), vas cs so) acid ahelete Sie nielsleia Siete aici de ve sO RIA HOT Slate akasre 10 
Figs. 6-8. 6, 7, Two views of the posterior part of a silicified brachial 
valve, X 4, showing crura and median hinge plate welding them to- 
gether, figured specimen U.S.N.M. 134812e. 8, The same specimen 
tilted to show apical chamber (septalium?) and crural plates, x 4 
(see p. IO). 
Devonian (Norway Point formation), junction French and Truckey 
roads, SW1/4SW1/4 sec. 4, T. 31 N., R. 8 E., Alpena County, 
Michigan. 


76 SMITHSONIAN MISCELLANEOUS COLLECTIONS VOL. 139 


E. Hemithyris poitiacea (Gmelin) (oes eae ee ee ie tee een teen 
Figs. 9, 10. 9, Posterior of a large brachial valve showing cardinalia 
with the narrow outer hinge plates and slender radulifer crura with 
the transverse cardinal process at the apex, 3, hypotype U.S.N.M. 
IIIO13. 10, Same specimen, X 3, tilted to the side to show the slender 
radulifer crura with their flattened distal extremity and strengthening 
ridge on dorsal side. 
Recent, 13 fathoms, Upernavik Harbor, east coast of Greenland. 
Figs. 11, 12. 11, Posterior of another brachial valve, x 3, tilted to show 
the long, slender crura and slight development of outer hinge plates, 
hypotype U.S.N.M. 549379. 12, Side view of the pedicle valve inte- 
rior belonging to the preceding and showing the inner face of the dental 
plate and tooth with its corrugations, X 2. 
Recent, north end of Nunivak Island, Alaska. 


PLATE 5 
Eohemithyris, Sphenarina, Cryptopora, and Tegulorhynchia 


A. Eohemtthyris alexis Hertlein and Grafit..............0ccccccwnescces 
Figs. 1-5. Respectively anterior, posterior, side, dorsal, and ventral 
views of a somewhat crushed paratype cracked at the beaks, > 1, 
UCLA. 7257. 
Eocene (Domengine formation), from section line, 2,600 feet south 
of the northeast corner of sec. 20, T. 28 S., R. 19 E., M. D. B. and M., 
near headwaters of west branch of Agua Media Creek, McKittrick 
Quadrangle, Temblor Range, California. 
BeSphenarinastcula (Sestenza)'h. Sakae cee ec weac ates cae ectemeaes eons 
Figs. 6-15. 6-10, Respectively dorsal, posterior, ventral, side, and ante- 
rior views of a well-preserved complete specimen, I, showing the 
strongly triangular outline, hypotype U.S.N.M. 549353a. 11, Dorsal 
view of the preceding showing the foramen and obscure radial lines, 
X 2. 12, Posterior of the same specimen, X 4, showing alate conjunct 
deltidial plates. 13, 14, Two views of the interior of another specimen 
showing the cardinalia, <4, with their small outer hinge plates, 
dental plates and lack of a median ridge or septum in the brachial 
valve, hypotype U.S.N.M. 540353c. 15, Enlargement of the shell 
surface, <6, showing the delicate radial lines, hypotype U.S.N.M. 
549353. 
Pliocene, Milasso, Messina, Sicily. 
CG. Cryptopora ‘gnomon \( Jetireys) ec keiak eater ees eases cee ceee keene 
Fig. 16. Brachial valve tilted to the side, & 8, to show the high median 
septum and the long maniculifer crura with the distal end handlike 
and with fingers extended, paratype U.S.N.M. 94367. 
Recent, 780 fathoms, off Cuba. 
D. Tegulorhynchia. 
Teguiorhynchia ‘squamasa’ (CEMUton) ic... ere inte ss oa he's we eictee s tan eee 
Figs. 17-24. 17-20, Respectively ventral, dorsal, anterior, and side views 
of a complete specimen, 1, hypotype U.S.N.M. 89855a. 21-23, 
Respectively dorsal, anterior, and side views of the preceding speci- 


30 


62 


50 


NO. 5 RHYNCHONELLOID BRACHIOPODS—COOPER Ti 


Page 
men, X 2, showing the imbricating ornament. 24, A partially exfoli- 
ated pedicle valve showing the impression of the muscle scars, X 2, 
hypotype U.S.N.M. 80855b. 

Miocene (Ototaran), Broken River, Trelissick Basin, Canterbury, 
New Zealand. 

T equlorhynchia, daderlemus (Davidson)... «0000 <iej Adal dds cceeinenes's 51 
Figs. 25-31. 25, Dorsal view of a complete but small specimen, X 2, 

showing imbricate ornament, hypotype U.S.N.M. 549317b. 26, 27, 
Tilted and full views of the interior of the pedicle valve showing the 
muscle field and dental plates, * 2, hypotype U.S.N.M. 549317d. 
28, Beak and teeth of the pedicle valve, & 4, showing nearly conjunct 
deltidial plates, hypotype U.S.N.M. 549317f. 29-31, Respectively full 
view of the cardinalia, lateral view, and with shell tilted to show short 
median ridge and hinge plates, 4, hypotype U.S.N.M. 549317c. 
The crural points have been broken off. 

Miocene or Pliocene (Shinzato tuff), high road cut along Highway 
64, about 0.1 mile west of sharp bend in road about 0.3 mile east of 
Yashitomi, Okinawa, Rytkyi Islands. 


PLATE 6 
Patagorhynchia and Notosaria 


A. Patagorhynchia patagonica (von Thering) ..........cccccecceecsevsss 44 

Figs. 1-4. Respectively dorsal, posterior, side, and anterior views of a 
complete but imperfect specimen showing imbricated ornamentation, 
X 1, hypotype Princeton University. 

Eocene (Patagonian), Lake Pueyrredon, Argentina. 

Figs. 5, 6. Interior of the pedicle and brachial valves, & 1, showing 
concave deltidial plates and thickened cardinalia. (After von Ihering, 
1903, pl. 3, figs. IIa, 11b.) 

Eocene (lower Patagonian), north of Seco River and San Julian, 
Argentina. 
BOON OIC MOTiCORe CSOWELDY) <o unc ce ne cas ce cade se nbetecuoue seats 48 

Figs. 7-17. 7-9, Respectively side, dorsal, and anterior views of a com- 
plete specimen showing commissure and folding, 1, hypotype 
U.S.N.M. 111018b. 10, The beak of the preceding specimen enlarged, 
X 3, to show apical plate, small disjunct deltidial plates, and large, 
incomplete foramen. 11, 12, Interior of pedicle valve respectively tilted 
and in full view, X 2, to show apical plate, teeth, muscle scars, dental 
plates, deltidial plates, and numerous pallial sinuses, hypotype 
U.S.N.M. r111018a. 13, Posterior of same, X 3, showing foramen, 
small disjunct deltidial plates, and large teeth. 14, 15, Brachial valve 
in full and tilted views to show cardinalia, transverse cardinal process, 
inconspicuous median ridge, muscle scars, and numerous pallial 
sinuses, X 2, hypotype U.S.N.M. r111018a. 16, Posterior of same, 
X 4, showing cardinal process and curved crura. 17, Same tilted to 
show crura in side view, X 4. 

Recent, Stewart Island, New Zealand. 


78 SMITHSONIAN MISCELLANEOUS COLLECTIONS VOL. 139 


PLATE 7 
Plicirhynchia and Aphelesia 
Page 
A. Phcirhynchia plicigera (von Uhering) ...........0--cccccscccesesenses 52 


Figs. I-11. 1-3, Respectively anterior, side, and dorsal views of a com- 
plete specimen showing the long beak and anterior costation, X I, 
hypotype U.S.N.M. 549346a. 4, Exterior of the dorsal side of the 
same specimen showing the posterior obscure striation and the strong 
anterior costation, X 2. 5, Posterior of the same specimen, X 4, show- 
ing the large foramen, conjunct deltidial plates, and the fine striae on 
the umbo of the brachial valve. 6, 7, Full and tilted views of interior 
of a pedicle valve showing the deltidial plates and strong vertical 
dental plates, 2, hypotype U.S.N.M. 549346b. 8, 9, Full and tilted 
views of a fragmentary brachial valve showing cardinal process and 
incomplete crura, 2, hypotype U.S.N.M. 540346c. 10, 11, Full and 
partial side views of the cardinalia of the same brachial valve showing 
the radulifer crura, thick socket plates, and cardinal process, X 4. 

Eocene (Patagonian), Mazaredo, Patagonia, Argentina. 
B. Aphelesia bipartsia: (Brocehiya: Weare eee someone petals viele a oroiete eters strane 4I 

Figs. 12-22. 12-14, Respectively side, anterior, and dorsal views of a 
complete specimen showing small beak, small foramen, and anterior 
fold, X 1, hypotype U.S.N.M. 549349a. 15, 16, Interior of a pedicle 
valve in full view and tilted to show the small teeth, small dental 
plates, oval foramen, conjunct deltidial plates, and muscle field, X 2, 
hypotype U.S.N.M. 540349b. 17, Posterior of the same pedicle valve, 
x 4, showing the oval foramen and conjunct deltidial plates. 18-20, 
Respectively partial side, anterior, and full views of the brachial 
valve belonging to the preceding specimen (pedicle valve), X 2, 
showing the cardinalia. 21, 22, Respectively side and posterior views 
of another brachial valve, <3, showing the broad falcifer crura, 
hypotype U.S.N.M. 540380. 

Pliocene, Messina, Sicily. 


PLATE 8 
Sphenarina, Aphelesia, and Eohemithyris 


A. SPRERGIING SUCHE \ CS CRUCIAL Yee id ital cca taxa cl spwieishs a oie: » aioisrminjalavstetene/aieliateleyat 62 

Figs. 1-7. 1-5, Respectively dorsal, ventral, anterior, side, and posterior 
views of a complete and nearly perfect specimen, X 1, showing tri- 
angular form, rectimarginate anterior commissure, and nearly erect 
beak, hypotype U.S.N.M. 173728. 6, The same specimen enlarged, 

2. 7, Interior of another specimen showing cardinalia, X 10, with 
their long, slender, spinulifer crura, narrow outer hinge plates, and 
narrow, elevated socket ridges, hypotype U.S.N.M. 549381a. 
B. Eohemithyris? gettysburgensis Cooper, new Species............eseees 33 
Pliocene, Messina, Sicily. 

Figs. 8-12. Respectively anterior, posterior, side, dorsal, and ventral 
views of a large and complete specimen, <1, holotype U.S.N.M. 
549382. 

Miocene, on coast 43 miles west of Gettysburg, Washington. 


NO. 5 RHYNCHONELLOID BRACHIOPODS—COOPER 


GA phrele ste UEPGFIEE <@ESC OCGII)) 5: 5\sh0540 ain mre cites a aievesel ev alvieschelayeyaceteie:sie/s/ouais =: 6 


Figs. 13-18. 13, Imperfect brachial valve showing falcifer cardinalia, 
lack of outer hinge plates, deeply entrenched muscle scars, and short 
median ridge (myophragm) in full view, <3, hypotype U.S.N.M. 
549380a. 14, Same tilted slightly toward the observer to demonstrate 
absence of outer hinge plates, X 3. 15, Same in side view, showing 
the serrated edge and convex outer surface of the falciform crus, 
X 4. 16, Same in side view, 3, showing falcifer crura and socket. 
17, Same tilted to show posterior face of cardinalia with the short 
socket ridges, lack of outer hinge plates and falcifer crura, * 3. 18, 
Same tilted to show cardinalia and serrated distal extremity of crus, 
X 3. 


Pliocene, Messina, Sicily. 


PLATE 9 


Grammetaria and Aetheia 


Az Grommectariacbartschs CD ally ex sce scets: sca tpezsjadsco.s opcvebitars ye taers.cle: btolocs scolar she's 


Figs. 1-12. 1-4, Respectively dorsal, side, anterior, and posterior views 
of the holotype U.S.N.M. 239269, 1, showing the rectimarginate 
commissure. 5, 6, Ventral and dorsal views of the holotype, X 2, 
showing the fine radial costellae. 7, Posterior of the pedicle valve of 
the holotype showing the corrugated teeth, large foramen, and auric- 
late but broken deltidial plates, & 4. 8, Anterior view of the same 
pedicle valve showing the vertical dental plates, & 2. 9, 10, Full and 
slightly tilted views of the interior of the brachial valve of the holo- 
type showing the cardinalia with their spinulifer crura, 2. I1, 
Partial side view of the cardinalia of the preceding brachial valve 
showing the strong socket ridge, corrugated socket, and short, slender 
spinulifer crura, X 4. 12, Posterior view of the same, brachial inte- 
rior, X 4, showing socket ridges, small inner hinge plates, and plug 
closing apical chamber. 

Recent, U. S. Bureau of Fisheries Station 5621, off Jolo Island, 
Philippines ; 298 fathoms, in Mollucca Pass off Makyan Island. 


Bs AciheragualtersCMOteis))) ac) ajnjs\oare sis © aie x's 2rs ale, Sidon arei aietale eieis'eiatere.avesee 


Figs. 13-22. 13-15, Respectively dorsal, side, and anterior views of a 
complete specimen, I, hypotype U.S.N.M. 89828a. 16, Dorsal view 
of the preceding specimen, X 2. 17, Posterior of the preceding, x 3, 
showing the minute foramen and concave deltidial plates. 18, 10, 
Respectively full and anterior views of the pedicle valve interior of 
another specimen showing deeply impressed muscle field, & 2, hypo- 
type U.S.N.M. 3609298a. Note absence of dental plates. 20, Interior 
of an imperfect brachial valve, hypotype U.S.N.M. 80828b, x 2, 
21, Full view of the preceding specimen showing the thick socket 
ridges, corrugated sockets and thick coalesced inner hinge plates, 
and long falcifer crura, X 4. 22, Same as preceding, & 4, but tilted 
to show the slender bladelike falcifer crura, socket ridge, and corru- 
gated socket. 

Miocene (Duntroon greensand), 1 mile north of Kakanui, north of 
Otago, New Zealand. 


58 


42 


80 SMITHSONIAN MISCELLANEOUS COLLECTIONS VOL. 139 


PLATE I0 


Hispanirhynchia 


Hispamrhianchta’ cornea ‘CRischer) .. sc asicsoc cents cee oleee eases Coreaee es 59 

Figs. 1-21. 1-3, Respectively dorsal, anterior, and side views of a com- 
plete specimen, 1, hypotype U.S.N.M. 130327a. 9, Pedicle valve in- 
terior of same tilted to show small dental plates, X 2. 4, Exterior of 
preceding hypotype showing fine costellae, 2. 5, Anterior of pedicle 
valve of another specimen, XX 3, showing fine, subdued costellae, 
U.S.N.M. 130327b. 6, 8, Two views of the interior of the preceding 
pedicle valve, X 2, showing teeth, dental plates, small muscle field, 
and pallial marks. 7, Interior view of another pedicle valve showing 
teeth and pallial marks, X 2, hypotype U.S.N.M. 130327c. 10, Beak 
of preceding, & 4, showing teeth, foramen, and remnantal deltidial 
plates. 11, Interior of the brachial valve of a young specimen 
showing strong development of inner hinge plates, *X 2, hypotype 
U.S.N.M. 130327d. 13, Same, <6, showing inner hinge plates in 
great detail. 12, Same specimen as preceding, X 4, tilted to the side 
to show the spinulifer laterally flattened crus with serrated distal 
extremity, the inner hinge plates, and corrugated socket. 14, Same as 
preceding tilted to show junction of septum and inner hinge plates, 
< 4. 15, Posterior of an old specimen showing deeply impressed ad- 
ductor field, 3, hypotype U.S.N.M. 130327c. 16, Same, ca. X 6, 
tilted to show inner hinge plates and median ridge. 17, Interior of 
another brachial valve showing pallial sinuses, small genital areas, 
and cardinalia, & 2, hypotype U.S.N.M. 130327a. 19, Same tilted to 
show direct view of cardinalia and septum, X 2. 18, 20, Same speci- 
men, respectively side view showing bladelike spinulifer crura and 
view showing strong socket ridges and inner hinge plates, ca. x 6. 
21, Interior of another brachial valve tilted to show socket ridges, 
inner hinge plates and rostral chamber, X 3, hypotype U.S.N.M. 
130327e. 

Recent, 240 fathoms off the coast of Mogador, Morocco. 


PLATE II 


Rhytirhynchia and Basiliola 


A; Rhytirhyachiausladent.> (Dall) osents assaeiaie: sya oy0in.0 15s caps Seales slaispeigr eel aolnie 35 
Figs. I-11. 1-3, Respectively anterior, side, and dorsal views of a com- 
plete specimen showing anterior costation, 1, lectotype U.S.N.M 
111086. 4, 5, Respectively full and tilted views of the interior of the 
pedicle valve showing pallial sinuses, small conjunct deltidial plates, 
deeply incised muscle scars, and pedicle collar, X 2. 6, Posterior of the 
pedicle valve of the lectotype, X 3, showing small foramen, conjunct 
deltidial plates, and corrugated teeth. 7-9, Respectively anterior, full, 
and partial side views of the interior of the brachial valve showing 
cardinalia, deeply impressed adductor field, and pallial sinuses, XX 2. 
10, Partial side view of the falcifer crura showing serrate distal ex- 
tremity and corrugated socket, X 4. 11, Posterior view of the same 


NO. 5 RHYNCHONELLOID BRACHIOPODS—COOPER 81 


Page 
brachial valve, X 4, showing curved socket ridges, modestly developed 
outer hinge plates, incipient inner hinge plates, and falcifer crura. 

Recent, Sealark Expedition, 1905, Station Cl, 123 to 158 fathoms, 
south of the Saya de Malha Banks, Indian Ocean. 
B. Bassitola’ beechers: CD allys v5 sec h cme eee ae eee Caen aks 25 

Figs. 12-16. 12-14, Respectively side, anterior, and dorsal views of a 
complete specimen showing the smooth exterior fold, & 1, hypotype 
U.S.N.M. 334678. 15, Dorsal view of the same specimen, XX 2. 16, 
Posterior of the preceding specimen showing conjunct, auriculate 
deltidial plates, 3. 

Recent, U. S. Bureau of Fisheries Station 4130, 283 to 309 fathoms, 
46.1° F., near Kauai Island, Hawaiian group. 

Figs. 17-23. 17, 18, Respectively tilted and full views of the pedicle 
interior of another specimen showing deeply impressed muscle scars 
and pallial sinuses, X 2, hypotype U.S.N.M. 334679. 19, Posterior of 
the preceding pedicle valve, X 4, showing corrugated teeth, conjunct 
and auriculate deltidial plates. 20, 21, Respectively full and anterior 
views of the brachial valve of the preceding pedicle valve showing the 
cardinalia and pallial marks, & 2. 22, Posterior view of the cardinalia 
of the preceding specimen showing socket ridges, corrugated sockets, 
broad outer hinge plates, and falcifer crural plates, <4. 23, Side 
view of the preceding specimen showing the broad, distally serrate, 
falcifer crura and the corrugated sockets, X 4. 

Recent, 147 to 198 fathoms, 49° F., off west coast of Hawaii. 


PLATE 12 


Basiliola 


Basiolaiambholos Vallix Saxktal. Ao: Sates Wale Alay wana s tae s 27 

Figs. 1-6. 1-5, Respectively dorsal, posterior, anterior, ventral, and side 
views of the lectotype, 1, showing robust form, smooth exterior 
and strong dorsal fold, U.S.N.M. 229301b. 6, Beak of the preceding 
specimen, X 3, showing small round foramen and auriculate deltidial 
plates. : 

Recent, U. S. Bureau of Fisheries Station 5592, 305 fathoms, 
43.3° F., gravel and mud bottom, Sibuko Bay, south of Silungan 
Island, Borneo. 

Figs. 7-15. 7, Posterior of the pedicle valve of another specimen, X 4, 
showing corrugated teeth, and conjunct and auriculate deltidial plates, 
hypotype U.S.N.M. 274135. 8, 9, Respectively full and tilted views of 
the preceding pedicle valve, X 2, showing dental plates, muscle area 
and pallial sinuses. 10, Interior of the apex of the preceding pedicle 
valve, X 4, showing pedicle collar, auriculation of deltidial plates, 
corrugated teeth, and small genital areas. 11, 12, Tilted and full 
views of the interior of the brachial valve of the preceding specimen 
showing cardinalia, pallial sinuses, and muscle scars, X 2. 13, 14, Two 
views of the apex of the preceding brachial valve tilted to show the 
cardinalia in partial side and partial anterior position, the strongly 
corrugated sockets, and the broad outer hinge plates, X 4. 15, Poste- 


82 SMITHSONIAN MISCELLANEOUS COLLECTIONS VOL. 139 


Page 
rior view of the cardinalia of the same brachial valve as the preceding, 
> 4, showing the broad and flat outer hinge plates. The crura are 
shorter than normal because of slight breakage at the distal extremity. 
U. S. Bureau of Fisheries Station 5487, 585 fathoms, 52° F., on mud, 
off Panaon Island, Philippines. 


PHATE SIG 


Hispanirhynchia? and Neohemithyris (=Basiliola) 


A... Hispanirhynéina?.. species ii ss socds nea 9 Bis ooisere Roe OER eee 60 
Figs. 1-5. I-3, Respectively ventral, dorsal, and anterior views of a 
somewhat crushed specimen, X 1, figured specimen U.S.N.M. 540361. 
4, Dorsal view of the preceding specimen, X 2, showing foramen. 5, 
Beak of the preceding, & 4, showing foramen and disjunct deltidial 
plates. 

Eocene (lower), 200 meters south of the south side of the River- 
side Yacht Club, west side Almendares River, in Reparto Kohly, Ha- 
bana Province, Cuba. 

B. Bastholas lucida CGould) (0 ee Ree a Re eee 34 

Figs. 6-23. 6-10, Respectively posterior, anterior, dorsal, side, and ven- 
tral views of a complete specimen, 1, showing small size, rounded 
form, and nearly smooth exterior, hypotype U.S.N.M. 110826a. 11-13, 
Respectively anterior, side, and dorsal views, x 2, of the preceding 
specimen showing the same features. 14, Interior of the pedicle valve, 
2, showing pallial marks indistinctly, hypotype U.S.N.M. 110826b. 
15, Apex of same specimen, X 4, showing corrugated tooth and con- 
junct deltidial plates. 16, The same specimen tilted to show the 
pedicle collar and dental plates, X 4. 17, 18, Interior and tilted views 
of another pedicle valve showing the pallial marks, foramen, teeth, 
and deltidial plates, & 4, hypotype U.S.N.M. 110826c. 109, Interior 
of the brachial valve, & 2, hypotype U.S.N.M. 110826b. 20, Posterior 
part of the same specimen showing the cardinalia with the long falci- 
fer crura, X 4. 21-23, Respectively side, tilted anterior, and full views 
of another brachial valve, & 4, showing the long falcifer crura, the 
small elevated inner hinge plates, corrugated sockets, small genital 
areas, and pallial marks, hypotype U.S.N.M. 110826c. 

Recent, U. S. Fish Commission Station 4936, rocky bottom at 103 
fathoms, Kagashima Gulf, Kyushu, Japan. 


PLATE 14 


Basiliola and Frieleia 


A. Bastliola beechers (Rial) eee faite etletonte eisseiarees to tatetertns te ete oiesetterene 6 25 
Fig. 1. Interior of the pedicle valve of an obese specimen, X 2, showing 
thickened marginal rim and pallial marks, hypotype U.S.N.M. 334667. 
Recent, U. S. Fish Commission Station 3864, 163 to 198 fathoms, 
55.9° F., Pailolo Channel, Hawaiian Islands. 
Fig. 2. Dorsal view of the apex of a pedicle valve showing the deltidial 
plates with their reflected rim and the anterior smooth area of the 


NO. 5 RHYNCHONELLOID BRACHIOPODS—COOPER 83 


Page 
pedicle collar which slides over the umbo of the dorsal valve, X 4, 
hypotype U.S.N.M. 274136. 
Recent, U. S. Fish Commission Station 3811, 238 to 252 fathoms, 
70.5° F.?, south coast of Oahu, Hawaiian Islands. 
B. Frieleia? nitens (Conrad) = F.? astoriana (Dall)..........0.0cc0ceee 55 
Figs. 3-6. 3-5, Respectively side, dorsal, and ventral views of the holo- 
type, U.S.N.M. 3487. 6, Ventral view of another specimen showing 
broad sulcus and radial lines on exfoliated shell, 1, paratype 
U.S.N.M. 3487a. 
Miocene, Astoria, Clatsop County, northwest Oregon. 
C. Basiliola elongata Cooper, new species... 16:2... s.cscccccoccecuceccuce, 20 
Figs. 7-21. 7-11, Respectively dorsal, anterior, ventral, posterior, and 
side views of the holotype, 1, U.S.N.M. 235844a. 12-14, Respec- 
tively dorsal, side, and anterior views of the holotype, < 2, showing 
smooth surface, elongate form, and growth lines. 15, Interior of the 
pedicle valve of the paratype U.S.N.M. 235844b, X 2. 16, Beak region 
of the same pedicle valve, X 4, showing the fused deltidial plates and 
the reflected rim around the foramen. 17, Same pedicle valve, x 3, 
tilted to show the pedicle collar, dental plates, and small genital region. 
18, Interior of the brachial valve of the same paratype, X 2, show- 
ing elongated falcifer crura. 19, 20, Side and anterior views of the 
preceding showing the broad falcifer crura, concave inward, and with 
serrate distal extremity, the small reflected inner hinge plates, and the 
broad outer hinge plates, & 4. 21, Interior of the apex of the same 
brachial valve, 6, showing the falcifer crura, broad outer hinge 
plates, small inner plates, and corrugated sockets. 
Recent, U. S. Bureau of Fisheries Station 5146, 24 fathoms on 
coral sand, Sulade Island, Tapul Group, Philippines. 


PLATE I5 
Frieleia and Eohemithyris 


a rrelera mole MANN ate steals Sead ste et heck, Sane Mee la al le ee 53 
Figs. 1-5, 12-14. 1-3, Respectively anterior, brachial, and side views, 
X 1, of a complete specimen showing the narrow sulcus in each valve 
and the rectimarginate anterior commissure, hypotype U.S.N.M. 
110830a. 4, Interior of the pedicle valve tilted to show the strong 
dental plates and small teeth, < 2, hypotype U.S.N.M. I10830b. 5, 
Apical region of the preceding, X 4, showing the disjunct deltidial 
plates and incomplete foramen. 12, Brachial valve tilted to show 
apical chamber of the cardinalia, X 2, hypotype U.S.N.M. 110830c. 
13, Another brachial valve tilted to show the apical chamber, X 2, 
hypotype U.S.N.M. 110830b. 14, The same, x 4, showing the apical 
chamber and cardinal process. 
Recent, U. S. Fish Commission Station 4797, 682 fathoms, off 
Avacha Bay, Kamchatka. 
Figs. 6-11. 6-8, Respectively full, partial side, and tilted views of a 
brachial valve showing cardinalia and median septum, X 2, hypotype 
U.S.N.M. 540348a. 9, 11, Apical part of another brachial valve in full 


84 


SMITHSONIAN MISCELLANEOUS COLLECTIONS VOL. 139 


and anterior views showing the cardinalia, x2, hypotype U.S.N.M. 
540348b. 10, The same, X 4, showing the large inner hinge plates 
covering the apical chamber and the small transverse cardinal 
process. 

Recent, U. S. Fish Commission Station 2923, 522 fathoms, off 
San Diego, California. 


B. Bohemithyris:colurnus | (tiledley )) io steer Gases shen cas Sere lees teases 


Figs. 15-26. 15-17, Respectively brachial, anterior, and side views of a 


complete specimen showing the anterior costation and uniplicate ante- 
rior commissure, I, hypotype U.S.N.M. 333012b. 18, Enlargement, 
< 2, of the beak of the preceding specimen showing the small sub- 
mesothyrid foramen and conjunct deltidial plates. 19, 20, Two views 
of the interior of a pedicle valve, X 2, one in full view, the other 
anteriorly tilted to show the minute dental plates, small genital areas, 
and pallial sinuses, hypotype U.S.N.M. 333012a. 21, Apical part of the 
preceding specimen showing beak, foramen, and conjunct deltidial 
plates, X 4. 22, 23, Full view and slightly tilted view of the brachial 
valve of the preceding specimen showing the cardinalia, pallial sinuses, 
and genital areas, X 2. 24, 25, Partial side and full views of the cardi- 
nalia showing the distally serrate, falcifer crus, corrugated sockets, 
and thickening over the crural bases, X 4. 26, Posterior part of the 
preceding tilted to show the concave ends of the crura, the small 
genital areas, and the interior thickening, x 4. 
Recent, 115-135 fathoms, off Gabo Island, Victoria, Australia. 


PLATE 16 


Compsothyris 


A: Combsothurts racovttage ( Joubina) vcs): citer jas ox sis0.¢ bisa «eile Ore nies 


Figs. 1-17. 1-4, Respectively anterior, dorsal, ventral, and side views of a 


complete individual, showing faintly uniplicate commissure, < 1, hypo- 
type U.S.N.M. 549343. 5, Dorsal view of the preceding specimen 
showing fine closely crowded costellae, X 2. 6, 7, Interior of the 
pedicle valve of the same specimen, X 2, showing small foramen and 
small dental plates. 8, Beak of the preceding valve, X 4, showing 
small corrugated teeth and small disjunct deltidial plates. 9-11, 
Respectively full, slightly tilted, and strongly tilted views of the 
brachial interior of the same specimen showing cardinalia, median 
septum, and muscle scars, X 2. 12, Same brachial interior tilted to 
show the socket ridges and distally serrate spinulifer crura, x 4. 
13-15, Three views of the cardinalia variously tilted to show socket 
ridges, narrow outer hinge plates, and crura, X 4. 16, Same brachial 
valve strongly tilted to show junction of crural supporting plates with 
median septum, X 4. 17, Exterior of the pedicle valve, X 6, showing 
the very fine radial costellae. 

Recent, British Antarctic Expedition 1910, Station 316 of Terra 
Nova, 190 to 250 fathoms, 30.5° F., off Glacier Tongue, 8 miles north 
of Hut Point, McMurdo Sound, Antarctic. 


Page 


32 


56 


NO. 5 RHYNCHONELLOID BRACHIOPODS—COOPER 


PLATE 17 


Probolarina 


Aa Prapowurina saris (COadll pvcn/ctie sess cece pele cmela canis a csoas s.asiias.as 
Figs. 1-19. 1-5, Respectively, posterior, ventral, side, dorsal, and anterior 
views of a small but complete individual, <2, hypotype U.S.N.M. 
5409357a. 6, 7, Dorsal and ventral views of another hypotype showing 
variation of costation, X 1, U.S.N.M. 549355. 8-10, Respectively dorsal, 
ventral, and anterior views of a specimen larger and more strongly 
costate than the two preceding ones, X 1, hypotype U.S.N.M. 549357b. 
11-14, Respectively side, anterior, ventral, and dorsal views of a small 
specimen with few costae, X 3, holotype U.S.N.M. 109293a. 15, Apical 
portion of a large specimen showing the small submesothyrid fora- 
men, conjunct and auriculate deltidial plates, X 4, hypotype U.S.N.M. 
549354a. 16, Interior of a brachial valve, X 3, showing cardinalia, 
hypotype U.S.N.M. 549356d. 17, 18, Partial side and full views of the 
apical part of the same specimen, X 6, showing the concave falcifer 
crura and large outer hinge plates. 19, The same tilted anteriorly to 
show the concave crura and lack of median ridge, X 6. 
Eocene (Castle Hayne formation), at the city quarry near the 
cemetery, Wilmington, North Carolina. 
Ba Progolarina: Doles Call) 55 aesaissnicierainlavess sssto «0.556; o0e: wide Win, 6) Saad gets Os 
Figs. 20-36. 20-24, Respectively posterior, anterior, dorsal, ventral, and 
side views of a complete specimen, 2, hypotype U.S.N.M. 549350a. 
25, The same, X 3, showing the ornamentation and long beak. 26, 27, 
Beak of the same specimen, X 5, showing conjunct and strongly auric- 
ulate deltidial plates. 28, Small specimen showing foramen and con- 
junct deltidial plates, & 4, hypotype U.S.N.M. 549359b. 20, 30, Apical 
part of another specimen showing conjunct and auriculate deltidial 
plates, X 6, and the same tilted to show the dental plates and pedicle 
collar, X 6, hypotype U.S.N.M. 549350e. 31, The same tilted to the 
side to show the pedicle collar, X 4. 32, Apex of another pedicle 
valve showing strongly auriculate deltidial plates, 6, hypotype 
U.S.N.M. 549359f. 33, Interior of the brachial valve, X 3, showing 
cardinalia and absence of median ridge, hypotype U.S.N.M. 549350g. 
34, 35, Apical part of the preceding tilted to show concave falcifer 
crura, X 6. 36, Same in full view to show the outer hinge plates, x 6. 
Horizon and locality same as above. 


PLATE 18 
Erymnaria 


A. Erymnaria. bolcensis, (Massalongo) qs 422.00) «:cisjstersieidlawie’se «iblasis'qeu e 6 
Figs. 1-17. 1-5, Respectively dorsal, side, posterior, anterior, and ventral 
views of a decorticated specimen showing symmetrical form, X 1, 
U.S.N.M. 549383b. 6, Posterior view of preceding, X 3, to show 
dorsal umbo, trace of the crural supporting plates, and the shorter 
socket ridges outside of them (photographed under water). 7, Anterior 

of same specimen, X 2, showing symmetrical fold on brachial valve. 


86 SMITHSONIAN MISCELLANEOUS COLLECTIONS VOL. 139 


Page 
8-12, Respectively posterior, anterior, side, dorsal, and ventral views 
of another symmetrical specimen, X 1, hypotype U.S.N.M. 549383a. 
13-15, Respectively dorsal, anterior, and side views of the preceding, 
x 2. 16, 17, Two views of cross sections of the beak of the brachial 
valve U.S.N.M. 549383c, ca. X 8, respectively 2.6 mm. and ca. 6.0 mm. 
anterior to the beak, showing crura, crural supports, and socket ridges 
(see pl. 22, fig. 9, and explanation). 
Lower Eocene (Spilecciano), Spilecco, Verona, Italy. 
B. Erymnaria polymorpha (Massalongo) ..........0...eeceecenscceecenes 64 

Figs. 18-25, 31-34. 18-22, Respectively ventral, dorsal, side, anterior, and 
posterior views of a large but imperfect specimen showing twisted 
anterior commissure and traces of pallial marks, 1, hypotype 
U.S.N.M. 75888a. 23, 24, Dorsal and anterior views of the same speci- 
men, X 2, showing trace of vascula media and twisted anterior com- 
missure. 25, Dorsal view of the same specimen taken under water 
and tilted away from the observer to show the long crural supporting 
plates as black lines and the shorter socket ridges, & 3. 31-33, Respec- 
tively side, anterior, and dorsal views of the preceding specimen, X 2, 
showing costae along the anterior margin. 34, Another specimen tilted 
away from the observer and taken under water to show the trace of 
the long crural supporting plates and the shorter socket ridges 
diverging widely from the beak, x 4, hypotype U.S.N.M. 75888b. 

Lower Eocene, Spilecco, Verona, Italy. 

Figs. 26-30, 35, 36. 26-30, Respectively anterior, ventral, side, posterior, 
and dorsal views of another specimen, not decorticated like the pre- 
ceding, and showing, in addition to the twisted commissure, short 
radial costae, X 1, hypotype U.S.N.M. 549384a. 35, Posterior of a 
brachial valve excavated to show cardinalia and crural supporting 
plates, X 6, hypotype U.S.N.M. 540384b. 36, Another brachial valve 
interior showing cardinalia with their fairly broad outer hinge plates, 
and crural supporting plates, < 6, hypotype U.S.N.M. 5409384c. 

Lower Eocene (Spilecciano), Spilecco, 400 meters southwest of 
Purga di Bolca, Monti Lessini, Verona, Italy. 


PLATE 19 


Erymnaria and Streptaria 


A Eramnaria cubensis Coopenan. Js. cka2taee eins soe cele ales tates ac cee 65 
Figs. 1-10. 1-5, Respectively dorsal, anterior, ventral, posterior, and side 
views of the holotype, X 1, U.S.N.M. 540385. 6-8, Respectively side, 
dorsal, and anterior views of the same specimen, X 2, showing folding. 
9, Posterior of holotype, X 3, showing conjunct deltidial plates and 
foramen. 10, Holotype tilted and photographed under water to show 
crural supporting plates and the shorter, more widely divergent 
socket ridges, X 3. 
Eocene, 80 meters northeast of school, Chucho Machin, Matanzas 
Province, Cuba. 
B. Streptaria streptimorpha Cooper, new species...........-...eeeeeeeeee 40 
Figs. 11-21. 11-15, Respectively anterior, ventral, side, dorsal, and pos- 


NO. 5 RHYNCHONELLOID BRACHIOPODS—COOPER 87 


Page 
terior views of the holotype, X 1, showing twisted anterior commis- 
sure, U.S.N.M. 549386a. 16, Dorsal view of the holotype showing 
smooth exterior, X 13. 17, 18, Side and anterior views of the holo- 
type, X 2, showing twisted commissure. 19, Posterior of the holotype, 
3, showing deltidial plates and foramen. 20, 21, Posterior of another 
specimen, < 4, showing short dental plates and cardinalia with falcifer 
crura (see discussion), paratype U.S.N.M. 549386b. 

Eocene, deep cut north of Grua 9, Ramal Juan Criollo, Camaguey 
Province, Cuba. 

C. Streptaria buchi (Michelotti) ........ cece ee cece eee e cence eer ceeeeees 38 
Figs. 22-31. 22-26, Respectively ventral, dorsal, anterior, side, and 

posterior views of a complete specimen showing twisted anterior com- 
missure, X 1, hypotype U.S.N.M. 549352a. 27-20, Respectively ante- 
rior, dorsal, and side views of the preceding specimen, X 2, showing 
twisted commissure. 30, Posterior of the same specimen, X 3, show- 
ing large foramen with elevated rim. 31, Posterior of the brachial 
valve of another specimen prepared to show the strong socket ridges, 
wide outer hinge plates, and falcifer crura with thickened ventral 
edge, X 6, hypotype U.S.N.M. 549352b. 

Middle Miocene, Messina, Sicily. 


PLATE 20 


Eohemithyris 


A. Eohemithyris alexi Hertlein and Grant..........ccceesecceceseccceees 30 

Figs. 1-16. 1-5, Respectively dorsal, posterior, ventral, side, and ante- 
rior views of a complete and undistorted specimen, showing form and 

true profile of valves, X 1, hypotype U.C.M.P. 15524. 6-9, Respec- 
tively, anterior, ventral, dorsal, and side views of the same specimen, 
<2. 10, Dorsal view of another nearly perfect specimen showing 
rounded outlines and low fold, 1, hypotype U.C.M.P. 15526. 11, 
Posterior of the same specimen, X 3, showing small foramen. 12, 
Posterior of another specimen, X 3, showing small foramen and con- 
junct deltidial plates, hypotype U.C.M.P. 15541. 13, 14, Dorsal and 
ventral views of a specimen from which the shell has been scraped to 
show the muscle fields, & 2, hypotype U.C.M.P. 15542. 15, 16, Full 
view and partial side view of the cardinalia, x 6, showing narrow 
outer hinge plates and broad, long falcifer crura, hypotype U.C.M.P. 
15545. 

Eocene (Domengine formation), from just below the 1/4 section 
marker toward the top of the 25-foot last sandstone “reef” on the ridge 
on the east side of the North Fork of Media Agua Creek, grid. 
coord. 142001-139004, McKittrick (15’) Quadrangle, Kern County, 
California (see text for further information). 

Bo Baheathres, Gave CNV GOGWALG) i, «ai. 5:5:»/orctors fargrs! oyapeieve a olel atten ©\e abno aislels 33 
Figs. 17-23. 17, Dorsal view of the exterior, ca. X 2, showing anterior 
costae and minute foramen, holotype British Museum (Nat. Hist.) 
ZB280. Specimen coated by ammonium chloride. 18-20, Respectively 


88 SMITHSONIAN MISCELLANEOUS COLLECTIONS VOL. 


side, dorsal, and anterior views of the same specimen, ca. X 2. 21, 
Posterior of the same specimen (coated) showing small foramen, ca. 
X 24. 22, Interior of the pedicle valve of the holotype, ca. X 23, 
showing small foramen, muscle field, and pallial marks. 23, Interior 
of the brachial valve of the holotype showing cardinalia with falcifer 
crura, thickened inner edges of crural bases, muscle field, and pallial 
marks, ca. X 4. 

Recent, Fiji Islands. 

Photographs by permission of the Trustees of the British Museum 
(Natural History) through Dr. H. M. Muir-Wood Deputy Keeper, 
Department of Palaeontology. 


PLATE 21 


Frieleia, Patagorhynchia, Septaliphoria, Cryptopora, Tegulorhynchia, 
Mannia, and Hispanirhynchia? 


A. Hemithyris astoriana Dall= Frieleia ? mitens Conrad............2000% 
Fig. 1. Section of the apex of the brachial valve showing the small 
chamber and median septum, X 8, paratype U.S.N.M. 3487a. 

Miocene, Astoria, Clatsop County, Oregon. 

B. Patagorhynchta patagomeca (Thering) 2. v2.30 sciedea ee selene o ejeeiartee see 
Figs. 2-5. Respectively anterior, dorsal, side, and ventral views of a 
fairly well-preserved specimen showing costellate ornamentation, 

x1, figured specimen U.S.N.M. 549387. 

Eocene, 1 to 2 miles southwest of Ancha Terriza, Rio de los Cier- 
vos, Provincia de Magallones, Chile. 

C, Sepralt phoma species: sec cle aa ae tee ain ea oe oc e ee ack eee ae vtelore eatersie 
Fig. 6. Interior of the dorsal valve tilted to show septalium and median 
septum, X 2, figured specimen U.S.N.M. 129896a. 

Jurassic (Lower Callovian), in the railroad cut 300 meters east 
of the station at Chatillon-sur-Seine, Department of Cote d’Or, 
France. 

D. \Cryptopora gnome C(ICHLEYS )le/.(. x o's< o's creyse esis ais alecals,ss sacnislecce eels syelute 

Figs. 7-14. 7-9, Respectively anterior, side, and ventral views of a com- 

plete specimen, X 6, hypotype U.S.N.M. 44911a. 10, Anterior of an- 

other specimen, <6, showing the sulcate anterior margin, hypotype 

U.S.N.M. 44911c. 11, Dorsal view of the preceding, < 8, showing 

the nonauriculate deltidial plates. 12, Posterior of the pedicle valve, 

<8, showing deltidial plates, apical plate, and teeth, hypotype 

U.S.N.M. 44911d. 13, 14, Full and partial side views of the brachial 

valve of the preceding interior showing median septum and maniculifer 
crura. 

Recent, U. S. Fish Commission Station 2221, 1,525 fathoms, 36.9° F., 
south of Marthas Vineyard, Massachusetts, in gray ooze. 

EB. Tegulorhynchia doderlews ‘((Davyidson)). ws sans. 2 2s ce ccvancsete« 
Fig. 15. Interior of the pedicle valve, X 1, showing pallial sinuses, after 
Leidhold, Neues Jahrb. Min., Geol., Palaont., BB. 45, pl. 11, fig. 1b 
[here reduced 1/2], 1922. Original in Institute of Zoology, Strasburg 
University. 
Recent, Sagami Bay, Honshu, Japan. 


139 


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56 


44 


10 


22 


51 


NO. 5 RHYNCHONELLOID BRACHIOPODS—COOPER 


PERV C1190) AY SEs sD A VAG SOME oycyercicuekteveleversisjevaictokece le PAV alsietate Wreianal siataretaeks reeset s 
Figs. 16-20. 16, Drawing of the dorsal side, ca. X I. 17, Exterior of the 
dorsal side, ca. X 7, showing large foramen and long, elevated delti- 
dial plates. 18, 19, Interior of two brachial valves showing septum 
with spoonlike plate and long maniculifer crura. 20, Cross section 
through a complete individual showing relationship of valves, median 
septum, spoonlike plate, and crura. All from Davidson, Geol. Mag., 
dec. 2, vol. 1, No. 4, pl. 7, 10-13, 1874. 
Miocene (Diestien), 3 miles east of Antwerp, Belgium. 
G.. Elaspanwhynchia °° craneana: (Dall)... Sear Fe Eee cues Hoe iia we 
Figs. 21-26. 21-23, Respectively dorsal, anterior, and side views of the 
holotype showing gently sulcate anterior commissure, X 1, U.S.N.M. 
122861. 24, The holotype, 2, showing the beak area. 25, The beak 
region of the holotype, X 4, showing teeth (the deltidial plates prob- 
ably have been broken away). 26, Posterior of the brachial valve 
showing spinulifer crura and small outer hinge plate (these struc- 
tures have been damaged). 
Recent, U. S. Fish Commission Station 3362, mud at 117 fathoms 
and 36.8° F., off Cocos Island, Pacific Ocean off Panama. 


PLATE 22 


Eohemithyris, Erymnaria, Notosaria, Aphelesia 


A. Bohemihyris: alex: Hertlein' and: Grant... 56 cic ew cln ele cee cceccseens 
Figs. 1-3. 1, 2, Full and partial side views of the cardinalia to show 
broad, falcifer crura, ca. X 5, hypotype U.C.M.P. 15545. 3, Drawing of 
the posterior of a pedicle valve, ca. & 4, showing the conjunct deltidial 
plates and small, round foramen, hypotype U.C.M.P. 15524. 
Horizon and locality as in plate 20, figures 1-16. 
B. Erymnaria polymorpha (Massalongo) ..........cccccscccnseccescccvcs 

Figs. 4-9. Sections through a slightly distorted individual, ca. X 4, 
hypotype U.S.N.M. 549384e. Sections measured from pedicle beak 
respectively: (4) ca. I mm., (5) 1.7 mm., (6) I.95 mm., (7) 2.25 mm., 
(8) 2.6 mm., and (9) ca. 4.0 mm. 

Lower Eocene (Spilecciano), 400 meters southwest of Purga di 
Bolca, Monti Lessini, Verona, Italy. 

Figs. 10-15. Sections through another individual showing long crural 
supporting plates, ca. X 4, British Museum (Natural History) B 8088. 
Sections respectively 0.3 mm. apart except figure 13 which is 0.4 mm. 
from figure 12. 

Eocene, Castelvecchio, Vicentin, Italy. 
C. Tegulorhynchia (= Notosaria) nigricans (Sowerby).............20+: 

Figs. 16, 17. Diagram of the interior of the pedicle and brachial valves 
of the adult showing pallial sinuses, ca. & 1.5, after Williams (1956, 
fig. 7, No. (4) on p. 276). 

Recent, New Zealand. 


61 


30 


64 


48 


go SMITHSONIAN MISCELLANEOUS COLLECTIONS VOL. 139 


DA phelésia biparttia, .GBcoccht ) icine 2% kx teiccmie wiciel Mele eee tatale ele aiie 41 
Figs. 18-25. Sections through the valves of a full-grown adult, Xx 2, 
British Museum (Natural History) not numbered, showing sockets 
and teeth. Sections respectively from the beak of the pedicle valve: 
(18) 1.0mm., (19) 1.6mm., (20) 2.0mm., (21) 26mm., (22) 
2.8mm., (23) 3.2mm., (24) 3.6mm., and (25) 4.0mm. 
Miocene, St. Lorenzo, Tuscany, Italy. 
Photographs of figures 10-15 and 18-25 by permission of the Trustees of the 
British Museum (Natural History) through Dr. H. M. Muir-Wood, Deputy 
Keeper, Department of Palaeontology. 





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VOL. 139, NO. 5, PL. 1 


THSONIAN MISCELLANEOUS COLLECTIONS 





CRYPTOPORA 


(SEE EXPLANATION OF PLATES AT END OF TEXT.) 


SMITHSONIAN MISCELLANEOUS COLLECTIONS VOES {39 NO 5. PEs 





CRYPTOPORA AND NEORHYNCHIA 


(SEE EXPLANATION OF PLATES AT END OF TEXT.) 


SMITHSONIAN MISCELLANEOUS COLLECTIONS VOL. 139, NO. 5, PL. 3 


A 





HEMITHYRIS 


(SEE EXPLANATION OF PLATES AT END OF TEXT.) 


SMITHSONIAN MISCELLANEOUS COLLECTIONS VOL. 139, NO. 5, PL. 4 





AETHEIA, FRIELEIA, GRAMMETARIA, CAMAROTOECHIA, AND HEMITHYRIS 


(SEE EXPLANATION OF PLATES AT END OF TEXT.) 


THSONIAN MISCELLANEOUS COLLECTIONS 


VOL. 139, NO. 5, PL. 5 


i 
Ho 
x 


cas 


Ay re 





EOHEMITHYRIS, SPHENARINA, CRYPTOPORA, AND TEGULORHYNCHIA 


(SEE EXPLANATION OF PLATES AT END OF TEXT.) 


SMITHSONIAN MISCELLANEOUS COLLECTIONS VOL. 139, ‘NO: 5, PIS 





PATAGORHYNCHIA AND NOTOSARIA 


(SEE EXPLANATION OF PLATES AT END OF TEXT.) 


VOL2 139) |NO2 5; Pia 


THSONIAN MISCELLANEOUS COLLECTIONS 





PLICIRHYNCHIA AND APHELESIA 


(SEE EXPLANATION OF PLATES AT END OF TEXT.) 


SMITHSONIAN MISCELLANEOUS COLLECTIONS VOL. 139, NO. 5, PL 





17 


SPHENARINA, APHELESIA, AND EOHEMITHYRIS? 


(SEE EXPLANATION OF PLATES AT END OF TEXT.) 


SMITHSONIAN MISCELLANEOUS COLLECTIONS VOL. 139, NO. 5, PL. 9 





GRAMMETARIA AND AETHEIA 


(SEE EXPLANATION OF PLATES AT END OF TEXT.) 


SMITHSONIAN MISCELLANEOUS COLLECTIONS VOL. 139, NO. 5, PL. 10} 





HISPANIRHYNCHIA 


(SEE EXPLANATION OF PLATES AT END OF TEXT.) 


MITHSONIAN MISCELLANEOUS COLLECTIONS VOL. 139, NO. 5, PL. 11 





RHYTIRHYNCHIA AND BASILIOLA 


(SEE EXPLANATION OF PLATES AT END OF TEXT.) 


SMITHSONIAN MISCELLANEOUS COLLECTIONS VOL. 139; NO: 5, (PES if2 





BASILIOLA 


(SEE EXPLANATION OF PLATES AT END OF TEXT.) 


SMITHSONIAN MISCELLANEOUS COLLECTIONS VOL. 139, NO. 5, PL. 13 





HISPANIRHYNCHIA? AND NEOHEMITHYRIS = BASILIOLA 


(SEE EXPLANATION OF PLATES AT END OF TEXT.) 


VOL. 139, NO. 5, PL. 14 


SMITHSONIAN MISCELLANEOUS COLLECTIONS 





BASILIOLA AND FRIELEIA 


(SEE EXPLANATION OF PLATES AT END OF TEXT.) 


MITHSONIAN MISCELLANEOUS COLLECTIONS VOL. 139, NO. 5, PL. 15 


A 





FRIELEIA AND EOHEMITHIRIS 


(SEE EXPLANATION OF PLATES AT END OF TEXT.) 


VOL. 139, NO. 5, PL. 1 


SMITHSONIAN MISCELLANEOUS COLLECTIONS 





COMPSOTHYRIS 


(SEE EXPLANATION OF PLATES AT END OF TEXT.) 


SMITHSONIAN MISCELLANEOUS COLLECTIONS 


VOL. 139, NO. 5, PL. 17 





PROBOLARINA 


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SMITHSONIAN MISCELLANEOUS COLLECTIONS VOL. 139, NO. 5, PL. 18 





ERYMNARIA 


(SEE EXPLANATION OF PLATES AT END OF TEXT.) 


SMITHSONIAN MISCELLANEOUS COLLECTIONS VOL. 139, NO. 5, PL. 19 





ERYMNARIA AND STREPTARIA 


(SEE EXPLANATION OF PLATES AT END OF TEXT.) 


SMITHSONIAN MISCELLANEOUS COLLECTIONS VOL. 139, NO. 5, PL. 20} 





EOHEMITHYRIS 


(SEE EXPLANATION OF PLATES AT END OF TEXT.) 





MITHSONIAN MISCELLANEOUS COLLECTIONS VOL. 139, NO. 5, PL. 21 


A 





FRIELEIA, PATAGORHYNCHIA, SEPTALIPHORIA, CRYPTOPORA, TEGULORHYNCHIA, 
MANNIA, AND HISPANIRHYNCHIA? 


(SEE EXPLANATION OF PLATES AT END OF TEXT.) 


SMITHSONIAN MISCELLANEOUS COLLECTIONS VOL. 139, NO. 5, PL. 22 





EOHEMITHYRIS, ERYMNARIA, NOTOSARIA, AND APHELESIA 


(SEE EXPLANATION OF PLATES AT END OF TEXT.) 











RS Oe Ee pe eee ey 


SMITHSONIAN MISCELLANEOUS COLLECTIONS 
VOLUME 139, NUMBER 6 


Charles D. and Mary Waux THalcott 
Research Fund 


A REVISION OF THE SILURIAN 
BRYOZOAN GENUS TREMATOPORA 


(WitTH 2 PLATEs) 


By 
RICHARD S. BOARDMAN 


Associate Curator of Geology 
United States National Museum 
Smithsonian Institution 


(PuBLICATION 4383) 


CITY OF WASHINGTON 
PUBLISHED BY THE SMITHSONIAN INSTITUTION 
OCTOBER 29, 1959 








SMITHSONIAN MISCELLANEOUS COLLECTIONS 
VOLUME 139, NUMBER 6 


Charles D. and Mary Waux Talcott 
Research Fund 


A REVISION OF THE SILURIAN 
BRYOZOAN GENUS TREMATOPORA 


(WiTH 2 PrateEs) 


By 
RICHARD S. BOARDMAN 


Associate Curator of Geology 
United States National Museum 
Smithsonian Institution 







HSOW SS I 
ATV Wee 
tI NGTON 32? 


ee0ee8® 


(PuBLIcaTION 4383) 


CITY OF WASHINGTON 
PUBLISHED BY THE SMITHSONIAN INSTITUTION 
OCTOBER 29, 1959 


THE LORD BALTIMORE PRESS, INC. 
BALTIMORE, MD., U. S. A. 


Charles D. and Marp Vaux Walcott Research Fund 


A REVISION OF THE SILURIAN BRYOZOAN 
GENUS TREMATOPORA 


By RICHARD S. BOARDMAN 


Associate Curator of Geology 
United States National Museum 
Smithsonian Institution 


(WitH Two P ates) 


INTRODUCTION 


The genus Trematopora Hall, 1851, is placed in the order Tre- 
postomata of the Bryozoa and is the type genus of the family 
Trematoporidae Ulrich in Miller, 1889. The type species of Tre- 
matopora is T. tuberculosa Hall, 1852, from the Rochester shale in 
New York (type by subsequent designation, Ulrich, 1882, p. 241). 

The name Trematopora was established in an article by the editors 
of the American Journal of Science and Arts (Hall, 1851, p. 400) 
in which parts of Hall’s manuscript for volume 2 of the Paleontology 
of New York (1852) were quoted. The species of Trematopora listed ~ 
following the diagnosis of the genus were nomina nuda and were not 
published by Hall until the next year in volume 2. 

The development of the generic concept of Trematopora has been 
controlled partly by the study and preparation techniques employed by 
the various authors, each advance in technique adding refinements to 
the original very generalized description. All the work of Hall and 
Hall and Simpson (1851-1887) was done on external characters with- 
out the use of thin sections. In fact, Hall’s primary types of the type 
species were sectioned for the first time for the present paper. Owing 
in part to the external homeomorphy common in the Trepostomata, 
Hall included in the genus many forms now placed in other genera, 
families, and orders. At various times Hall considered such diverse 
genera as Tremaiella Hall, Orthopora Hall, Chaetetes Fischer (part), 
and Callopora Hall (part), as subgenera of Trematopora. 

Ulrich (1883, p. 257) was the first to section some “authentic speci- 
mens of Trematopora tuberculosa Hall.” These sections are in the 


SMITHSONIAN MISCELLANEOUS COLLECTIONS, VOL. 139, NO. 6 


x 


2 SMITHSONIAN MISCELLANEOUS COLLECTIONS VOL. 139 


U. S. National Museum collections and are conspecific with Hall’s pri- 
mary types of the species. After seeing the sections, Ulrich greatly 
restricted the concept of the genus and indicated the great range of 
forms that Hall had included in the genus. The concept established 
by Ulrich in 1883 has remained essentially unchanged to the present 
time and was the type-genus concept for the family Trematoporidae 
in 1889. Under Ulrich’s definition of the genus, 12 species and sub- 
species have been assigned to Trematopora, ranging in age from 
Middle Ordovician through Middle Silurian. 

The primary type specimens were made available for sectioning and 
study by N. D. Newell of the American Museum of Natural History. 
Helpful suggestions were made by Helen Duncan and W. A. Oliver, 
Jr., of the U. S. Geological Survey, and N. Spjeldnaes, of the Uni- 
versity of Oslo. Thin sections were prepared by T. M. Robison of the 
U. S. Geological Survey. Photography was done by J. Scott, and the 
text figure was drawn by L. B. Isham, both of the Department of 
Geology of the U. S. National Museum. 


INTERPRETATION OF SKELETAL MICROSTRUCTURE 


The skeletal structures of most trepostomatous Bryozoa are com- 
posed of finely laminated calcite (fig. 1 and pl. 2). These laminae are 
assumed to have been deposited parallel to the surface of the secreting 
tissue (Cumings and Galloway, 1915, p. 361). Therefore, trends of 
the laminae within skeletal structures such as walls and diaphragms 
are considered to reveal something of the disposition of the original 
secreting tissue and the mode of growth of the skeletal structures. 

In longitudinal thin sections of T. tuberculosa, laminae are com- 
monly oriented parallel to the zooecial walls (fig. 1) in the endozone 
(immature or axial region of authors) and to the thinner walls and 
mesopore diaphragms in the inner region of the exozone (mature 
region of authors). This type of microstructure is here designated 
longitudinally laminated structure. Such an orientation of laminae 
is assumed to indicate that the depositing tissue was parallel to the 
walls and diaphragms, but it does not indicate whether the laminae 
were deposited on one or both sides of the structures. 

Another type of structure is characterized by laminae that are 
curved or angled transversely to the walls and diaphragms as seen in 
longitudinal sections. The transverse laminae form V- or U-shaped 
patterns with apices pointing distally and aligned along the median line 
of a wall or diaphragm. This type of microstructure is here designated 
transversely laminated structure. In T. tuberculosa, this structure is 


No. 6 BRYOZOAN GENUS TREMATOPORA—BOARDMAN 3 


found in the walls of zooecia and mesopores in the outer region of the 
exozone, and in the inner region in some of the thicker mesopore walls 
and in the vicinity of central pores in the mesopore diaphragms 
(fig. I). 

Assuming that secreting tissue was oriented parallel to the laminae, 
transversely laminated structure indicates that the tissue must have 
been wrapped around the growing edges of walls and diaphragms 


Inner Region Outer Region 
<—- Endozone ——>\< of Exozone ——><— of Exozone ———> 


1 
! 
i 
! 
I 
I 
! 
1 
y 












MESOPORE + 


Fic. 1.—Idealized diagram of T. tuberculosa in longitudinal view illustrating 
the variety of laminated structures commonly occurring in the species. Two 
mesopores and an intervening zooecium are shown in profile. Few central pores 
of the mesopore diaphragms are intersected in a longitudinal section. 


on both sides of the median lines. Thus, transversely laminated struc- 
ture presumably indicates deposition from both sides of a wall or 
diaphragm. 

Such interpretations applied to the skeletal laminae of T. tuberculosa 
and correlated with other morphologic characteristics of the species 
suggest that the exozone is divisible into two parts, an inner and an 
outer region (fig. 1) based on fundamentally different modes of 
growth of the mesopores. The physiologic significance of the two 
modes of growth is a matter for speculation. The taxonomic signifi- 
cance of these characters must await comparable studies in related 
genera. 


4 SMITHSONIAN MISCELLANEOUS COLLECTIONS VOL. 139 


In the inner region of the exozone, the mesopores are beaded (series 
of rounded chambers). This beading is produced by the mesopore 
walls curving transversely to the axis of the mesopore to form a 
diaphragm. The succession of longitudinally and transversely lami- 
nated structures along the walls and diaphragms is interpreted to 
indicate deposition from both sides of longitudinal as well as trans- 
verse structure throughout the inner region. Thus, at least a part of 
the depositing tissue of the mesopore remained behind the diaphragm 
and within the chamber being formed. The pore in the center of the 
mesopore diaphragm presumably would be necessary to allow the soft 
parts within the chamber to communicate with the outside environ- 
ment. There is no indication as to whether the soft parts in the 
mesopores during the formation of the inner region consisted of any- 
thing more than a depositing tissue or mantle, but the distal diaphragm 
would have acted, temporarily at least, as a covering for any soft parts 
within the last chamber. Continuity of laminae from the distal side of 
a diaphragm to the wall of the succeeding mesopore chamber implies 
that at least the proximal part of the chamber was formed as the dia- 
phragm developed (see middle diaphragm of the inner region in the 
upper mesopore of figure 1). For a more complete discussion of 
figure I see species description. 

The thick-walled outer region of the exozone contains transversely 
laminated structure in the walls of zooecia and mesopores and longi- 
tudinally laminated structure in the thick diaphragms. The mesopores 
in this region are not beaded. The pattern of continuity of the laminae 
of walls and adjoining diaphragms (fig. 1) indicates deposition was 
limited to the outer surface of the walls and diaphragms, con- 
temporaneous deposition of laminae taking place on the outermost 
surfaces of the zooecial wall, around the median line or boundary to 
the mesopore wall, and back to the distal side of the diaphragm. There 
is no evidence that deposition occurred on the proximal side of the 
diaphragm within the mesopore chamber. 

The formation of the diaphragms in the inner and outer regions 
of the exozone is quite different. Diaphragms in the inner region were 
formed by continued distal growth of mesopore walls that merely 
curved through an angle of 90 degrees to form transverse structures. 
Diaphragms in the outer region were formed by an additional, trans- 
versely oriented sheet of depositing tissue that was continuous with at 
least the depositing tissue of the mesopore side of the walls and ac- 
tively deposited calcite at the same time that the mesopore walls were 
being formed. This transverse sheet of tissue apparently had no 
counterpart in the inner region of the exozone. 


No. 6 BRYOZOAN GENUS TREMATOPORA—BOARDMAN 5 


Evidence concerning the position of the soft parts in the outer 
region of the mesopore is inadequate. Configurations of the laminae 
give no indications of deposition behind the distalmost diaphragm. 
The common occurrence of single, centrally located pores that either 
partly or completely penetrate the thick outer diaphragms suggest some 
activity within outer chambers. The majority of these central pores 
appear to have been cut through the laminae of the diaphragms. Their 
termination within outermost diaphragms suggests that activity within 
the outermost chambers might have been choked off by the growth of 
the thickened diaphragms. 


SYSTEMATIC DESCRIPTION 
Genus TREMATOPORA Hall, 1851 


1851. Trematopora Hall, Amer. Journ. Sci. and Arts, ser. 2, vol. 11, p. 400. 
1852. Trematopora Hall, Paleontology of New York, vol. 2, p. 1490. 

1881. Trematopora Hall, Nicholson, Genus Monticulipora, pp. 232-234. 

1882. Trematopora Hall, Ulrich, Journ. Cincinnati Soc. Nat. Hist., vol. 5, p. 


241. 

1883. Trematopora Hall, Ulrich, Journ. Cincinnati Soc. Nat Hist., vol. 6, p. 
257. 

1887. Trematopora Hall, Hall and Simpson, Paleontology of New York, vol. 
6, p. Xiv. 


1893. Trematopora Hall, Ulrich, Geol. Minnesota, vol. 3, pt. 1, p. 308. 

1911. Trematopora Hall, Bassler, U. S. Nat. Mus. Bull. 77, pp. 267, 268. 

1882. [non] Trematopora Hall, Ulrich, Journ. Cincinnati Soc. Nat. Hist., vol. 
5, DP. 153. 


Type species —Trematopora tuberculosa Hall, 1852. 

Emended definition—Zoaria are ramose, conspecific overgrowth is 
common, and monticules range from level to tuberculated. Externally, 
zooecia are elliptical to subcircular in cross section and walls are 
slightly elevated above intervening mesopores. Mesopores form 
shallow, subpolygonal depressions between zooecia. 

The exozone is divided into an inner thin-walled region containing 
the earliest chambers of the mesopores and an outer thick-walled 
region. In the inner region, both mesopores and zooecia are polygonal 
to subpolygonal in cross section and mesopores are beaded and contain 
diaphragms with single central pores. In the outer region of the 
exozone, zooecia become elliptical to subcircular in cross section and 
the mesopores contain thickened diaphragms and are not beaded. 
Diaphragms are thin and few in zooecia. 

In the outer region of the exozone, walls of adjacent zooecia are 
divided by sharply defined zooecial boundaries, as seen in longitudinal 
sections. Laminae on either side of a boundary converge to form a 


6 SMITHSONIAN MISCELLANEOUS COLLECTIONS VOL. 139 


V-shaped pattern that has extremely long limbs trending nearly 
parallel to the boundary and curving very slightly just before the 
boundary is intersected. Laminae of walls of zooecia and adjacent 
mesopores are more broadly curved approaching the median boundary 
and form a broad U-shaped pattern having limbs of varying lengths. 
Acanthopores are common in the zooecial walls. 

Discussion.—Based on an examination of thin sections of primary 
types of species previously assigned to Trematopora now in the U. S. 
National Museum collections, the following species are considered cor- 
rectly assigned to the genus: 


T. halli Ulrich 1883, Niagaran group, Waldron, Ind. 
T. whitfieldi Ulrich 1883, Niagaran group, Waldron, Ind. 


The holotype section of T. spiculata Miller 1877, Niagaran group, 
Waldron, Ind., is not adequate to determine generic affinities. This 
species is retained in the genus until a more detailed study of addi- 
tional material can be made. 

The following species originally placed in Trematopora do not 
satisfy the generic definition proposed here and are not considered to 
belong to the genus. Their proper generic assignments must await 
restudy of both the species themselves and the available genera. 

calloporoides Ulrich 1890, Cincinnati group, Alexander County, III. 

cystata Bassler 1911, Kuckers shale (C2), Reval, Esthonia. This 
species is the type of Aostipora Vinassa 1920). 

debilis Ulrich 1890, Girardeau limestone, Alexander County, III. 

kukersiana Bassler 1911, Kuckers shale (C2), Reval, Esthonia. 

primigenia Ulrich 1886, Decorah shale, Minneapolis, Minn. 
primigenia var. ornata Ulrich 1886, Decorah shale, Minneapolis, 
Minn. 

None of the Ordovician species investigated displayed the two 
regions of the exozone or pores in the mesopore diaphragms. Thus, 
the genus is limited presently to the Middle Silurian. 

A close taxonomic relationship seems to exist between Trematopora 
and some or all of the Silurian and Devonian species that have been 
placed in the genus Leioclema Ulrich. These species of Letoclema 
are largely incrusting and possess many of the morphologic characters 
now defining Trematopora. In general they have elliptical zooecia 
with few thin diaphragms, abundant mesopores with closely spaced 
thicker diaphragms and an irregularly discontinuous inner region of 
the exozone containing beaded mesopores. Pores in the diaphragms 
of the mesopores are rare but do definitely occur in the following 
species. 


No. 6 BRYOZOAN GENUS TREMATOPORA—BOARDMAN 7 


Leioclema asperum (Hall) 1852, Rochester shale, Lockport, N. Y. (Only 
Bassler’s plesiotypes of 1906 available.) 

L. confertiporum (Hall) 1883, Hamilton group, New York. 

L. decipiens (Hall) 1883, Hamilton group, New York. 

L. passitabulatum Duncan 1939, Traverse group, Michigan. 


The region now considered to be the inner region of the exozone in 
species of Leioclema from the Hamilton group of New York was 
interpreted as the outer part of the endozone (Boardman, in press) 
and diaphragm pores were overlooked. 


TREMATOPORA TUBERCULOSA Hall 
Pl. 1, figs. 1-4; pl. 2, figs. 1-3 


1852. Trematopora tuberculosa Hall, Paleontology of New York, vol. 2, p. 149, 
pl. 40A, figs. Ia-g. 

1883. Trematopora tuberculosa Hall, Ulrich, Journ. Cincinnati Soc. Nat. Hist., 
vol. 6, p. 259, pl. 13, figs. 2, 2a, 2b. 

1906. Trematopora tuberculosa Hall, Bassler, U. S. Geol. Surv. Bull. No. 292, 
p. 43, pl. 13, figs. 15, 16; pl. 17, figs. 1-3; pl. 25, fig. 8. 


TYPE DATA 


Lectotype (Hall, 1852, pl. 40A, fig. 1a) and the two paratype zoaria 
from syntype suite No. 1747, American Museum of Natural History. 


MATERIAL STUDIED 


In addition to the primary types, 55 fragmentary topotype zoaria 
were studied. The topotypes are from U. S. National Museum col- 
lection No. 2998 and cat. No. 43618 collected by E. O. Ulrich. U. S. 
National Museum catalogue numbers of illustrated topotypes are 


137847 to 137850. 
OCCURRENCE 


Rochester shale member of the Clinton formation, Lockport, N. Y. 


DESCRIPTION 


Zoaria.—Zoaria are ramose and branches are circular to elliptical 
in cross section. Branch arrangement was affected by branches rising 
from conspecific secondary growth superimposed on the normal bi- 
furcating pattern. Branches of secondary growth produced irregu- 
larities in branch arrangement, commonly causing branches to 
anastomose and form erratic and confused zooecial growth at surfaces 
of contact. These irregularities in branch arrangement were formed 


8 SMITHSONIAN MISCELLANEOUS COLLECTIONS VOL. 139 


by random bends at ramose extensions of overgrowths beyond the 
distal tips of primary branches, and irregular branch angles in lateral 
secondary branches. The zoaria were further complicated by repeti- 
tions of thin- and thick-walled growth in the outer region of the 
exozone (mature region) without the formation of intervening basal 
laminae. This apparently rejuvenated growth formed localized swell- 
ings on the zoaria, and combined with adjacent patches of overgrowth 
to form some of the secondary branches. 

Monticules.—Monticules are prominent tubercles. The apertures 
of some monticular zooecia are restricted or closed by a distal thicken- 
ing of the walls, and the walls and outer diaphragms of monticular 
mesopores are somewhat thicker than those of surrounding mesopores. 
Monticular mesopores generally contain one to several more dia- 
phragms than intermonticular mesopores. 

Longitudinal View: Endozone.—In the endozone (immature or 
axial region), zooecial walls are longitudinally laminated and do not 
show the dark granularity that is common in the Trepostomata. The 
zooecial walls range from undeviating to irregularly undulating. Ina 
few specimens the endozone is interrupted by a zone arching distally 
across the branch that is marked by variable thickening of the zooecial 
walls. Normal thin-walled zooecial growth generally continues distally 
from the thickened walls of the arched zones with some bifurcating 
but without other break. At apparently random levels within a colony, 
some or all of the zooecia within the endozone have been eroded and 
the tubes filled with mud. Subsequent growth was initiated from 
adjacent zooecia and the eroded areas were covered by a basal lami- 
nation of the overgrowth that continued the colony distally. 

Exozone: Inner region of mesopores—The boundary between the 
endozone and exozone is defined by the points of origin of the 
mesopores. The inner region of the exozone extends distally for one 
to several mesopore diaphragms, but generally not more than four. 
The mesopores begin proximally with walls and diaphragms that are 
slightly thicker than the zooecial walls of the endozone. Mesopore 
walls curve broadly through 90 degrees into transverse positions 
relative to the length of the mesopores, thereby forming diaphragms. 
The broad curving results in constrictions of the mesopores at the 
positions of the diaphragms to form cystlike chambers. In this inner 
region of the exozone, mesopore walls commonly are longitudinally 
laminated, but many, especially the thicker ones, develop transversely 
laminated structure, either intermittently or throughout their length. 

In the inner region, mesopore diaphragms regularly display centrally 


No. 6 BRYOZOAN GENUS TREMATOPORA—BOARDMAN 9 


located single pores that penetrate the diaphragms at right angles. 
In longitudinal thin sections that pass through these pores, diaphragms 
display transversely curved laminae that continue uninterrupted to 
the pores. The curved laminae immediately adjacent to the pores 
define the rounded boundaries of the pores. 

If walls of adjacent mesopore chambers are longitudinally lami- 
nated, generally the wall of the earlier chamber is connected directly 
with the curved laminae on the proximal side of the intervening dia- 
phragm and the wall of the later chamber is connected with the 
distal side of the diaphragm. If walls of adjacent mesopore chambers 
are formed by transversely curved laminae, the diaphragm and ad- 
jacent walls will appear to be a continuous unit, or the diaphragm is a 
direct continuation of the proximal wall and the wall of the distal 
chamber is discordantly joined to the distal side of the diaphragm. 
Rare, isolated mesopore diaphragms display complete continuity with 
the walls of distal chambers. 

In longitudinal thin sections, mesopore diaphragms in which the 
pores were not intersected appear longitudinally laminated. Com- 
monly the diaphragms are compound; the proximal half of a dia- 
phragm is continuous with the wall of the preceding mesopore 
chamber, the distal half is continuous with the wall of the succeeding 
chamber. Other variations in diaphragm-wall relationships are less 
common ; the two parts of the compound diaphragm can be unequal 
in thickness, or in extreme development a diaphragm loses its com- 
pound appearance and is wholly continuous with the preceding or very 
rarely the succeeding chamber walls throughout or at either end. 

Outer region of mesopores.—In the outer region of the exozone, 
mesopores are not beaded and the walls and diaphragms display ex- 
treme thickening. This greatly thickened skeletal growth can begin 
on the distal side of the last thin diaphragm, the laminae covering the 
central pore of the thinner diaphragm and curving distally into the 
mesopore walls, or it can begin by an abrupt thickening of the meso- 
pore walls. Diaphragms in this outer region are extremely variable 
in thickness and spacing. A single diaphragm, greater in thickness 
than the diameter of the enclosing mesopore, can correspond in thick- 
ness and position with a series of irregularly and closely spaced dia- 
phragms in adjacent mesopores. Most diaphragms are planar, but a 
few are strongly curved and join adjacent diaphragms before reaching 
the mesopore wall. The last diaphragms that were formed are in the 
distal ends of the mesopores so that in external view the walls and 
diaphragms of the mesopores combine to form the very shallow polyg- 
onal depressions between the zooecia. 


Io SMITHSONIAN MISCELLANEOUS COLLECTIONS VOL. 139 


Many of the thick diaphragms also display centrally located pores 
that do not penetrate through to the distal sides of most of the thickest 
diaphragms. Laminae of the diaphragms generally stop abruptly at 
the pores without changing direction or flexing, so that the pores have 
no lining or apparent influence on the structure of the diaphragms. In 
other thick diaphragms the laminae trend in a proximal direction in 
varying amounts and there is a noticeable decrease in diaphragm thick- 
ness approaching the pore. The pores in the outer region also differ 
from the central pores of the inner region of the exozone by being 
consistently smaller in diameter. In addition to the pores, mesopore 
diaphragms and walls in the outer region contain small, dark, sub- 
spherical to elongated cavities formed by the concentric arrangement 
of laminae about imaginary centers. These cavities seem to be ar- 
ranged at random in the walls and diaphragms. 

Zooecia.—In the outer region of the exozone, undistorted wall 
structure of adjacent zooecia is rarely seen because of intervening 
mesopores and acanthopores. Zooecial boundaries are well defined, 
dark, slightly serrated lines or zones in two dimensions, formed by 
the abutting ends of laminae from adjacent zooecia. In walls formed 
by a zooecium and adjacent mesopore, or by adjacent mesopores, 
boundaries are more coarsely serrated and are commonly discontinuous 
along their length. 

Diaphragms are not present in most zooecia and not more than 
two were seen in any one zooecium. If present, diaphragms are very 
thin, planar to slightly curved, and extend distally into the zooecial 
wall. Single, hollow, subspherical cystlike structures occur in the 
zooecial voids of a very few zooecia, more commonly in the monticules. 
The cyst walls are thick and are constructed of laminae that merge 
with the laminae of the zooecial walls. Irregular spinelike proc- 
esses are common in the zooecial walls in the thick-walled outer 
region. These mural spines have their origins at or very near the 
zooecial boundaries and trend in general toward the zooecial voids at a 
high angle to undisturbed laminae in the walls. Zooecial wall laminae 
surrounding the spines are flexed about the spines in a series of ir- 
regular superposed cones and some of the laminae are pierced. The 
spines extend far enough to cause inflection of the walls but none were 
observed to break through the wall laminae and stand in relief in the 
zooecial voids. The cores of the spines appear structureless or hollow. 

Tangential View.—In tangential sections passing through the 
outer region of the exozone, zooecia range from irregularly elliptical 
to subcircular to petaloid in cross section. Major axes of the ellipses 
are approximately parallel to branch length. The rare petaloid ap- 


No. 6 BRYOZOAN GENUS TREMATOPORA—BOARDMAN Il 


pearance is caused by extreme inflection of zooecial walls by adjacent 
acanthopores and mural spines. Acanthopores are large, laminated, 
possess well-defined central tubes, and are generally located at points 
of closest proximity of adjacent zooecia. Mural spines appear to begin 
outside the broad band of striated-appearing tissue lining each 
zooecium and project inwardly toward the zooecial void, strongly in- 
flecting the laminated tissue but not breaking through to the void. 
Mesopores are numerous, subpolygonal to subcircular. In very shallow 
sections that pass through the outermost and thickest diaphragms, 
mesopore boundaries are concealed and interspaces between zooecia 
appear solid. Many of these solid interspaces do not show the smaller 
central pores that are the rule in sections that pass through earlier 
parts of the outer region. 

In deeper tangential sections that pass through the inner region of 
the exozone, zooecia are polygonal to subpolygonal and approximately 
equidimensional. Mesopores are also polygonal to subpolygonal and 
have fewer sides than the zooecia, merely appearing to fill the spaces 
between zooecia. Pores in mesopore diaphragms here are several 
times larger in diameter than those in the outer region. Acanthopores 
are considerably smaller in diameter than they are in the outer region. 


QUANTITATIVE DATA 


The following tables are based on sections of two fragments from 
the lectotype, three fragments from the two paratype zoaria, and 49 
fragments from 33 topotype zoaria. Sections from 55 zoaria of 
Trematopora tuberculosa were examined. All measurements are in 
millimeters. The axial ratio is the ratio of the diameter of the endo- 
zone to the corresponding branch diameter. 


TABLE 1.—General measurements 


Lectotype AMNH Paratypes and 
1747 topotypes 
Frag. A. Frag. B. Minimum Maximum 
Diameter of zoaritim: food. 62 weeks 6.5 4.9 3.0 7.2 
Width of endozone............00200. 5.3 3.3 28 5.6 
No. zooecia in 2 mm. (longitudinal 
GIGECHOR)) hee sialon cue te amet a 53 63 6 8 
Average major axis of zooecial void 
Per tragment, jcciwcsvoac soca casteleleas 0.14 0.15 0.14 0.22 
Average minor axis of zooecial void 
Deri tragmenty oasis teihsbo steed eres 0.12 0.12 0.09 0.14 
Acanthopores per zooecium .......... 0.73 0.63 0.50 0.5 


Mesopores per zooecium............. 1.6 — El 2.0 


I2 SMITHSONIAN MISCELLANEOUS COLLECTIONS VOL. 139 


TABLE 2.—Ontogeny 


Average No. 
diaphragms Width of 
in mesopores exozone Axial ratio 
2 0.3-0.6 0.87-0.92 
3 0.5-1.0 0.74-0.90 
Braswe Acs lectotyperdacsciaicieacice 4 1.2 0.82 
4 0.9-1.4 0.71-0.86 
5 1.0-1.4 0.66-0.82 
6 1.4-1.8 0.75 
Fira cmmbcmlectOtyperercieeiciciaele sete a 1.6 0.67 
2 I.1-1.6 0.68-0.70 
DISCUSSION 


The number of mesopore diaphragms and the width of the exozone 
are not particularly sensitive indicators for ontogenetic development of 
the mesopores and zooecia in T. tuberculosa. The variation in dia- 
phragm counts and in width of exozone within a longitudinal thin sec- 
tion is unusually large because of a marked variation in the number 
of chambers developed in adjacent mesopores in the inner region. 
Also, the unusual variation in thickness and spacing of mesopore dia- 
phragms in the outer region of the exozone makes diaphragm counts 
less reliable. 

T. tuberculosa differs from both T. halli and T. whitfieldi in having 
the larger branches, tuberculated mesopores, and a broader exozone in 
mature specimens. Both T. halli and T. whitfieldi are smooth, 
rhomboporoid-sized species. 


REFERENCES 
Basster, R. S. 

1906. The bryozoan fauna of the Rochester shale. U. S. Geol. Surv. Bull. 
No. 292, 65 pp., 31 pls. 

1911. The early Paleozoic Bryozoa of the Baltic Provinces. U. S. Nat. 
Mus. Bull. 77, 348 pp., 13 pls. 

BoarpMAN, R. S. 
Trepostomatous Bryozoa of the Hamilton group of New York State. 
U. S. Geol. Surv. Prof. Pap. 340, in press. 
Cumincs, E. R., and GAtLoway, J. J. 

1915. Studies of the morphology and histology of the Trepostomata or 
monticuliporoids. Bull. Geol. Soc. Amer., vol. 26, pp. 349-374, pls. 
10-15. 

HALL, JAMES. 

1851. Jn Silliman, B., Silliman, B., Jr., and Dana, J. D., eds. New genera of 
fossil corals from the report by James Hall on the Paleontology 
of New York. Amer. Journ. Sci. and Arts, ser. 2, vol. II, pp. 
398-401. 


No. 6 BRYOZOAN GENUS TREMATOPORA—BOARDMAN 13 


1852. Paleontology of New York. Vol. 2, 362 pp., 101 pls. 
HA.L, JAMEs, and Simpson, G. B. 
1887. Corals and Bryozoa. Paleontology of New York, vol. 6, 292 pp., 66 pls. 
Miter, S. A. 
1889. North American geology and paleontology. 664 PP., 1,194 figs. in 
text. Cincinnati. 
NicuHotson, H. A. 
1881. The genus Monticulipora and its sub-genera. 235 pp., 6 pls. 
UricH, E. O. 
1882. American Paleozoic Bryozoa. Journ. Cincinnati Soc. Nat. Hist., 
vol. 5, pp. 121-175, 232-257. 
1883. American Paleozoic Bryozoa. Journ. Cincinnati Soc. Nat. Hist., vol. 
6, PP. 245-270. 
1893. On Lower Silurian Bryozoa of Minnesota. Geol. Minnesota, vol. 3 
pt. 1, chap. IV, pp. 96-332, pls. 1-28. 


I4 SMITHSONIAN MISCELLANEOUS COLLECTIONS VOL. 139 


EXPLANATION OF PLATES 
IPPATE T 


Figs. 1-4. Trematopora tuberculosa Hall. 


1. Longitudinal view of paratype, A.M.N.H. 1747, <5, showing primary 
branch with growth direction upward and branch from secondary 
overgrowth with growth direction to lower right. 


2a. External view of lectotype zoarium, A.M.N.H. 1747, X 2, showing tuber- 
culated monticules. 


zb. Longitudinal view of lectotype, < 20, showing beaded mesopore cham- 
bers in inner region of exozone. 


2c. Tangential view of lectotype, 20, showing aspect of both inner and 
outer regions of exozone. Note thin-walled polygonal tubes of inner 
region of monticule in upper left. 


3. Tangential view of paratype, A.M.N.H. 1747, X 50, showing the smaller 
central pores in mesopore diaphragms of outer region of exozone. 


4. Longitudinal view of topotype, U.S.N.M. 137847, X 5, showing zooecial 
growth at surface of contact of anastomosing branches. U.S.N.M. 
collection 2998. 


PLATE 2 
Figs. 1-3. Trematopora tuberculosa Hall. 


1. Longitudinal view of topotype, U.S.N.M. 137848, * 100, showing lam- 
inated structure of a beaded mesopore and two diaphragm pores in 
the inner region of the exozone. 


2a. Longitudinal view of topotype, U.S.N.M. 137849, X 100, showing con- 
figuration of laminae of mesopores and small diaphragm pore in outer 
Tegion of exozone. 


2b. Longitudinal view of same specimen, X 100, displaying a mesopore with 
diaphragm pore of inner region covered by first diaphragm laminae of 
outer region. Note discontinuous and ragged boundary between 
mesopore wall and zooecial wall above. 


3a. Longitudinal view of topotype, U.S.N.M. 137850, X 100, showing first 
a diaphragm pore and then a compound diaphragm between beaded 
chambers in the inner region of the mesopore. 


3b. Longitudinal view from same zoarium, X 100, illustrating the structure 
of the wall of adjacent zooecia. 


3c. Tangential view from same zoarium, X 100, showing the general aspect 
of the outer region of the exozone, including acanthopores, mural 
spines, and a small pore in the center of a diaphragm of a mesopore. 
The dark intermediately sized spots are the randomly arranged cavi- 
ties noted in species description. 


SMITHSONIAN MISCELLANEOUS COLLECTIONS VOL. 139, NO. 6, PL. 





TREMATOPORA TUBERCULOSA 


(See explanation of plates at end of text.) 


IITHSONIAN MISCELLANEOUS COLLECTIONS ‘ VOES 1397 NOn Gy REZ 





TREMATOPORA TUBERCULOSA 


(See explanation of plates at end of text.) 








SMITHSONIAN MISCELLANEOUS COLLECTIONS 
VOLUME 139, NO. 7 


Charles DB. and fMlary Waux CHalcott 
Research Fund 


BARLEY (TERTIARY. APHELISCUS AND 
PHENACODAPTES' AS PANTOLESTID 
INSECTIVORES 


(WitH Two PLatTEs) 


By 
C. LEWIS GAZIN 


Curator, Division of Vertebrate Paleontology 
United States National Museum 
Smithsonian Institution 


eee Ov e ea yr ty \ 
4 is { 1 ft L ad te! ¢ 
(Pustication 4385) \\ / 
\LBRAaBy 
eo 


CITY OF WASHINGTON 
PUBLISHED BY THE SMITHSONIAN INSTITUTION 
AUGUST 12, 1959 








SMITHSONIAN MISCELLANEOUS COLLECTIONS 
VOLUME 139, NO. 7 


Charles D. and Mary Waux Talcott 
Research Fund 


EARLY TERTIARY APHELISCUS AND 
PHENACODAPTES AS PANTOLESTID 
INSECTIVORES 


(WitH Two PLatTEs) 


By 
C. LEWIS GAZIN 


Curator, Division of Vertebrate Paleontology 
United States National Museum 
Smithsonian Institution 





(PusiicaTion 4385) 


CITY OF WASHINGTON 
PUBLISHED BY THE SMITHSONIAN INSTITUTION 
AUGUST 12, 1959 


ITHSONIAN ana i '9 4 
STITUTION Aug 1'2 1959 


THE LORD BALTIMORE PRESS, INC. 
BALTIMORE, MD., U. S. A. 


Charles D. and Mary Waux Walcott Research Fund 


BARELY TAlERELARY, APE LISOCUS AND 
RHENACODAP LES cAS PANTOLESTEID 
INSECTIVORES 


By C. LEWIS GAZIN 


Curator, Division of Vertebrate Paleontology 
Umted States National Museum 
Smithsonian Institution 


(WitH Two PtatEs) 


INTRODUCTION 


Examination in 1954 of Phenacodaptes material in the Paleocene 
collections at Princeton University, believed pertinent to a review of 
Eocene artiodactyls then underway, led to rather inconclusive results. 
Dr. Jepsen’s tentative suggestion (1930, p. 519) of such a relationship 
may, nevertheless, have merit.1 More recent studies of the Knight 
faunas, however, involved certain pantolestids, and comparison of 
these among a wide range of both Eocene and Paleocene forms has 
convinced me that Cope’s Apheliscus and Jepsen’s Phenacodaptes are 
closely related and that both are pantolestids, although perhaps some- 
what less closely related to the Pantolestinae than to the Pentaco- 
dontinae. Their relationships would seem possibly best illustrated by 
placing them both in the Apheliscinae as a subfamily of the Panto- 
lestidae. 

I am indebted to Dr. Glenn L. Jepsen for permitting me to borrow 
and illustrate specimens of Phenacodaptes sabulosus in the Princeton 
collections, and to Dr. George G. Simpson and Mrs. Rachel H. Nichols 
for sending me materials of Apheliscus imsidiosus and Pentacodon 
inversus from the collections of the American Museum. The pencil 
drawings of specimens shown in the accompanying plates were made 
by Lawrence B. Isham, scientific illustrator for the Department of 
Geology in the U. S. National Museum. 


PREVIOUS INTERPRETATIONS OF RELATIONSHIP 


Apheliscus insidiosus was described by Cope (1874, p. 14) from 
the lower Eocene San Jose beds in New Mexico. He described it 


1 After this manuscript was submitted for publication, Dr. Jepsen showed me 
a note that he had placed in the collection drawer some time ago suggesting that 
Phenacodaptes be compared more carefully with Apheliscus. 


SMITHSONIAN MISCELLANEOUS COLLECTIONS, VOL. 139, NO. 7 


2 SMITHSONIAN MISCELLANEOUS COLLECTIONS VOL. 139 


first as a species of Prototomus and included it together with “Pro- 
totomus” jarrovii (=Pelycodus jarrovii) in the carnivores with 
Prototomus (=Sinopa) viverrinus. In 1875 (p. 16), however, he 
proposed the name A pheliscus, regarding it as “nearly allied to Panto- 
lestes,’ although at the same time he thought that the molar teeth 
suggested a relationship to Anaptomorphus, noting, nevertheless, that 
the premolars were “totally different.’ Cope’s statement that the last 
lower molar lacked a heel would seem highly significant, but, if the 
meaning is here properly interpreted, it is surely an error, as may be 
seen from his illustration (1877, pl. 45, fig. 18). In addition to the 
described condition of the talonid of the third molar, Cope noted as 
distinctive in comparison with Pantolestes only the simplicity of the 
inner anterior tubercle of the lower molars. 

Matthew (1918), in naming the family Apheliscidae, was very dubi- 
ous as to its affinities, and while referring it to the Insectivora, con- 
sidered that it might well be condylarthran, primate, or creodont. It 
should be noted, however, that at the time of his writing, such genera 
as Aphronorus, Bessoecetor, and Phenacodaptes were not known. 
Only large and comparatively aberrant Pentacodon, which he had 
recognized as a pantolestid insectivore (1909), and the Eocene mem- 
bers of the Pantolestinae were available for comparison. 

Simpson (1937a) demonstrated the most logical arrangement for 
the pantolestids and pentacodonts, while adding the Paleocene genera 
Bessoecetor and Aphronorus to their respective subfamilies. He 
noted, moreover, the resemblance of Apheliscus to the Pentacodonti- 
nae in characters of the fourth premolars, but considered, however, 
that the molar structure was widely different. Nevertheless, his sug- 
gestion that Apheliscus might be an offshoot of the same stock seems 
particularly pertinent and certain of the lacking evidence for such an 
hypothesis may lie in Phenacodaptes. The family, however, was re- 
tained incertae sedis, questionably in the Insectivora in his 1945 
classification. 

Saban (1954), evidently following Simpson’s suggestion, included 
the Apheliscidae with the Pantolestidae in the superfamily Pantoles- 
toidea. His including Shikama’s Endotheriidae, created for the Man- 
churian Jurassic Endotherium, as a subfamily of the Pantolestidae, 
however, seems surprising. McDowell (1958) rejected certain fea- 
tures of Saban’s classification and in discussing the family Aphelisci- 
dae regarded it as incertae sedis, but noted that the teeth are “recon- 
cilable with those of Mirodectes.’ McKenna, on the other hand, in a 
field conference guidebook (1955) has the Clark Fork species Aphelis- 
cus nitidus listed as a condylarth. 

Older but more recently described Phenacodaptes sabulosus is from 


NO. 7 TERTIARY APHELISCUS AND PHENACODAPTES—GAZIN 3 


the Silver Coulee or Tiffanian horizon of the Polecat Bench forma- 
tion in the Big Horn Basin. The possibility of a relationship to artio- 
dactyls was tentatively suggested by Jepsen (1930) because of resem- 
blances noted to such genera as Diacodexis and Bunophorus, evident 
in certain features of the molars. Simpson, however, in his classifica- 
tion of the mammals (1945) cited Phenacodaptes as a condylarth 
under ?Mioclaeninae incertae sedis. 


COMPARISON OF APHELISCUS AND PHENACODAPTES 


A lower jaw of Apheliscus, referred to A. insidiosus, in the Na- 
tional Museum collection (No. 19162) from the Gray Bull beds in the 
Big Horn Basin, exhibiting P.-M, inclusive (see pl. 1, fig. 1), shows 
that the form and relative proportions of the lower premolars are 
strikingly like those in Phenacodaptes (see pl. 1, figs. 3, 4). The rela- 
tively small size of P, and particularly of P; in comparison with P, 
is quite alike in the two. P, is a little more slender in Apheliscus and 
the distinctive talonid seen in this tooth of Phenacodaptes is more 
sectorial and essentially better developed or exaggerated in Apheliscus. 
Both have a strongly developed primary cusp and only slight evidence 
of a paraconid. There is no metaconid on P, in the known material of 
Apheliscus. It is usually absent, but may be weakly developed in some 
specimens of Phenacodaptes. The lower molars differ noticeably in 
the anteroposteriorly shorter trigonid and more elongate talonid 
in Apheliscus (see pl. I, fig. 2) ; moreover, they are relatively more 
slender than in Phenacodaptes. There is, nevertheless, a rather 
marked similarity in many details, particularly in form of the cusps 
and crest surrounding the talonid basin, and in the shape of the basin. 
The compressed trigonid of Apheliscus is rather less like that in 
Phenacodaptes, although the paraconid is absent or very much re- 
duced on the posterior two molars of both forms. In M, of Phena- 
codaptes, however, this cusp is moderately well defined as an anterior 
crest from the protoconid, whereas in Apheliscus only a slight median 
cuspule remains. 

The upper cheek teeth of Apheliscus insidiosus (see pl. 2, fig. 1) 
may appear a little less like those of Phenacodaptes (see pl. 2, fig. 2) 
than perhaps do the lower teeth, although both exhibit the compara- 
tively small and subequal second and third upper premolars and en- 
larged fourth. The more noticeable differences between the two in 
upper teeth include less development of the cingulum, particularly 
on P*, and the transversely narrower molars of Apheliscus. More- 
over, the hypocone, though distinctive on M, and M, of Phenaco- 
daptes, is weak or absent in Gray Bull Apheliscus. It is important to 


4 SMITHSONIAN MISCELLANEOUS COLLECTIONS VOL. 139 


note, however, that the upper teeth seen in Clark Fork Apheliscus 
nitidus seem intermediate in most, if not all, of these respects. A com- 
parison of Matthew’s figure (1918, fig. 24) for the Clark Fork speci- 
men, which Simpson (1937b) made the type of A. nitidus, with P* 
and M?* in Phenacodaptes sabulosus, here shown in plate 2, figure 2, 
reveals little to distinguish them. The Sand Coulee lower teeth of 
Apheliscus, figured by Matthew (1918, fig. 24) also seem to show 
a little less compression of the trigonid than more typical Gray Bull 
specimens. 

The foregoing comparisons strongly suggest that Phenacodaptes, 
or at least a very closely related form, gave rise to Apheliscus. The 
succession may well have been Phenacodaptes sabulosus—A pheliscus 
nitidus—A pheliscus insidiosus. In the course of this postulated de- 
velopment it would seem that the principal tendency was toward the 
transverse narrowing of the teeth, both upper and lower series ; the 
loss or weakening of the cingulum in the upper series; the increas- 
ingly Pentacodon-like development of P*; the relative increase in 
length of talonid of the lower teeth, Ps as well as the molars ; together 
with the shortening of the lower molar trigonids. 


RELATIONSHIPS OF APHELISCUS AND PHENACODAPTES 


The most nearly comparable development to that illustrated in the 
Phenacodaptes—A pheliscus line would seem to be among the panto- 
lestids. The suggested comparison is perhaps not so close to the 
Bessoecetor—Propalaeosinopa—Palaeosinopa—Pantolestes succession as 
it is to the middle Paleocene Pentacodontinae. The premolar develop- 
ment would seem rather like that in both Aphronorus (see pl. 2, figs. 3 
and 4) and Pentacodon (see pl. 2, figs. 5 and 6), except that there 
tends to be no metaconid on P, or tritocone (uncertain for Pentaco- 
don) on P* in the apheliscids. Aphronorus, moreover, differs in having 
somewhat higher crowned, more definitely insectivore teeth. The 
upper molars of Aphronorus show better developed and more laterally 
directed anteroexternal and posteroexternal styles and the lower molar 
trigonids are a little higher and show better development of the para- 
conid. 

Much larger Pentacodon has a more enlarged fourth premolar, but 
the upper molars (not previously illustrated) do not show the distinc- 
tive outer styles seen in Aphronorus. Also the trigonids of the lower 
molars do not appear to be so elevated, but, like Aphronorus and unlike 
the apheliscids, show a prominent and forward-placed paraconid. The 
talonid construction, nevertheless, is much alike in the two subfamilies, 
except for relative length. 


NO. 7 TERTIARY APHELISCUS AND PHENACODAPTES—GAZIN 5 


The mental foramen, the position of which, as Simpson (1937a, 
p- 120) notes, has been unduly emphasized, may warrant comment. 
It exhibits a comparatively small posterior opening somewhat farther 
forward in the Apheliscinae than in Pentacodontinae or Pantolestinae. 
It is variable in Phenacodaptes and is observed in positions beneath 
the anterior part of P, to the posterior part of P;. A larger opening 
is noted beneath P, or Pz. In a specimen of Apheliscus (U.S.N.M. 
No. 19162), these foramina were noted beneath posterior portion of 
P; and beneath P,. In Aphronorus the posterior foramen may be 
small and varies in position from beneath M, to the posterior part of 
P,. An equally large or larger anterior opening is seen below P.. In 
Bessoecetor foramina were noted beneath the posterior part of both 
M, and Pz, and in one specimen, U.S.N.M. No. 9442, anterior fora- 
mina were observed below the posterior portions of both P, and Ps. 
In Bridger Pantolestes I have seen only the well-developed foramen 
beneath M,. 

Among the Insectivores outside of the Pantolestidae I find a rather 
more remote relationship to the mixodectids indicated. There would 
appear to be rather less to suggest affinities with other orders. Among 
these, however, perhaps the condylarths should be considered. The 
relatively low trigonids of the lower molars seem indicative of a pos- 
sible condylarthran relationship, and a form such as Choeroclaenus 
among the mioclaenine hyopsodonts is not too different from Phenaco- 
daptes but there is, nevertheless, a more inflated appearance to the 
molar cusps and the premolars would appear to have little or nothing 
to recommend them. The possibility that the Phenacodaptes—A phelis- 
cus line represents condylarth development rather paralleling that of 
pentacodonts cannot be entirely disregarded, but the same reasoning 
might apply equally well were they to be regarded as belonging to such 
other orders as primates, creodonts, or artiodactyls. Comparison with 
Pentacodon and Aphronorus appears rather more pertinent and better 
accounts for a number of minor details of similarity not easily 
dismissed. 


REFERENCES 


Corr, Epwarp D. 

1874. Report upon the vertebrate fossils discovered in New Mexico with 
descriptions of new species. Geogr. Expl. and Surv. West of 1ooth 
Meridian (Wheeler), Appendix FF, Ann. Rep. Chief of Engineers, 
1874, pp. 1-18. 

1875. Systematic catalogue of Vertebrata of the Eocene of New Mexico, 
collected in 1874. Geogr. Expl. and Surv. West of tooth Meridian 
(Wheeler), pp. I-37. 


6 SMITHSONIAN MISCELLANEOUS COLLECTIONS VOL. 139 


1877. Report upon the extinct Vertebrata obtained in New Mexico by parties 
of the expedition of 1874. Rep. U. S. Geogr. Surv. West of 1ooth 
Meridian (Wheeler), vol. 4, pt. 2, pp. i-iv, 1-370, pls. 22-83. 
JEPSEN, GLENN L. 
1930. Stratigraphy and paleontology of the Paleocene of northeastern Park 
County, Wyoming. Proc. Amer. Philos. Soc., vol. 69, No. 7, 
pp. 463-528, figs. 1-4, pls. I-10. 
MatTrHew, WILLIAM D. 
1909. The Carnivora and Insectivora of the Bridger Basin, Middle Eocene. 
Mem. Amer. Mus. Nat. Hist., vol. 9, pt. 6, pp. 201-567, figs. 1-118, 
pls. 42-52. 
1918. A revision of the lower Eocene Wasatch and Wind River faunas. 
Part IV. Entelonychia, Primates, Insectivora (part). Bull. Amer. 
Mus. Nat. Hist., vol. 34, pp. 429-483, figs. 1-52, pls. 42-52. 
McDoweELt, SAMUEL B., Jr. 
1958. The Greater Antillean insectivores. Bull. Amer. Mus. Nat. Hist., 
vol. 115, art. 3, pp. 115-214, figs. 1-46, tables 1-2. 
McKenna, Matcoim C. 
1955. Age of the Four Mile local fauna, northeast Sand Wash Basin, Colo- 
rado. Wyoming Geol. Assoc. Guidebook, roth Ann. Field Confer- 
ence, Green River Basin, pp. 105-107, fig. 1. 
SABAN, ROGER. 
1954. Phylogénie des Insectivores. Bull. Mus. Nat. Hist. Nat., ser. 2, 
vol. 26, No. 3, pp. 419-432. 
Simpson, GEORGE G. 
1937a. The Fort Union of the Crazy Mountain field, Montana, and its 
mammalian faunas. U. S. Nat. Mus. Bull. 169, pp. 1-287, figs. 1-80, 
pls. I-10. 
1937b. Notes on the Clark Fork, upper Paleocene, fauna. Amer. Mus. Nov., 
No. 954, pp. 1-24, figs. 1-6. 
1945. The principles of classification and the classification of mammals. Bull. 
Amer. Mus. Nat. Hist., vol. 85, pp. i-xvi, 1-350. 


NO. 7 TERTIARY APHELISCUS AND PHENACODAPTES—GAZIN 7 


EXPLANATION OF PLATES 
PLATE I 


Apheliscus and Phenacodaptes from the early Tertiary of Wyoming 


Figs. 1, 2. Apheliscus insidiosus Cope: 1, Right ramus of mandible (U.S.N.M. 
No. 19162), lateral and occlusal views. 2, Left ramus of mandible (A.M. 
No. 15696), lateral and occlusal views. All four times natural size. Gray Bull 
lower Eocene, Big Horn Basin, Wyoming. 

Figs. 3, 4. Phenacodaptes sabulosus Jepsen: 3, Right ramus of mandible (P.U. 
No. 13926), lateral and occlusal views. 4, Left ramus of mandible (P.U. 
No. 13391), lateral and occlusal views. All four times natural size. Silver 
Coulee (Tiffanian) upper Paleocene, Big Horn Basin, Wyoming. 


PLATE 2 


Apheliscinae and Pentacodontinae from the early Tertiary of the 
Rocky Mountain Region 


Fig. 1. Apheliscus insidiosus Cope: Left upper cheek teeth (A.M. No. 15696), 
occlusal view. Four times natural size. Gray Bull lower Eocene, Big Horn 
Basin, Wyoming. 

Fig. 2. Phenacodaptes sabulosus Jepsen: Right upper cheek teeth (P.U. 
No. 13977), occlusal view. Four times natural size. Silver Coulee (Tiffanian) 
upper Paleocene, Big Horn Basin, Wyoming. 

Figs. 3, 4. Aphronorus fraudator Simpson: 3, Right upper cheek teeth 
(U.S.N.M. No. 9561, Ps from U.S.N.M. No. 9564), occlusal view. 4, Left 
ramus of mandible (U.S.N.M. No. 6177, type specimen, with molars restored 
from U.S.N.M. No. 9289, Pi: to Ps from U.S.N.M. Nos. 9537 and 9201), lateral 
and occlusal views. All four times natural size. Fort Union middle Paleocene, 
Crazy Mountain area, Montana. 

Figs. 5, 6. Pentacodon inversus (Cope): 5, Left upper cheek teeth (U.S.N.M. 
No. 15502), occlusal view. 6, Left ramus of mandible (A.M. No. 17038), 
lateral and occlusal views. All twice natural size. Torrejon middle Paleocene, 
San Juan Basin, New Mexico. 


hy eee 


we five. 





SMITHSONIAN MISCELLANEOUS COLLECTIONS VOE 139; NO: 7, IP, 2 





APHELISCUS AND PHENACODAPTES FROM THE EARLY 
TERTIARY OF WYOMING 


(See explanation of plates at end of text.) 


SMITHSONIAN MISCELLANEOUS COLLECTIONS VOL 1397) NOS 7) Pez 





APHELISCINAE AND PENTACODONTINAE FROM THE EARLY TERTIARY 
OF THE ROCKY MOUNTAIN REGION 


(See explanation of plates at end of text.) 








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SMITHSONIAN MISCELLANEOUS COLLECTIONS 
VOLUME 139, NUMBER 8 


THE ANATOMICAL LIFE 
OF THE MOSQUITO 


By 
R. E. SNODGRASS 


Research Associate 
Smithsonian Institution 


ase OOseng, 


"0 


f 
i 


CITY OF WASHINGTON 
PUBLISHED BY THE SMITHSONIAN INSTITUTION 
NOVEMBER 4, 1959 








SMITHSONIAN MISCELLANEOUS COLLECTIONS 
VOLUME 139, NUMBER 8 


THE ANATOMICAL LIFE 
OF THE MOSQUITO 


By 
R. E. SNODGRASS 


Research Associate 
Smithsonian Institution 





(Pustication 4388) 


CITY OF WASHINGTON 
PUBLISHED BY THE SMITHSONIAN INSTITUTION 
NOVEMBER 4, 1959 


THE LORD BALTIMORE PRESS, INC. 
BALTIMORE, MD., U. S. A. 


CONTENTS 


Page 

Ug AOVaLE TSS OTD RIS EHO GO OGD SO DCO TIERCE Bier ha casio 6 bt a ETAT aoe I 
Pee mila revere sets ainlafocrererecer a ere och ois nia eraye To ole ee SNA NERD eceteatoaat alate 2 
Mhew headin yee eR yaAR ae rh atta eae o's ie eae eiao ete aeeie 4 
The teed NSsOLRANS rytecrcte oie sistas. ctovere Gee iwik svejaictomrmoreiarsiere aateterere Il 
Me MIAMI eos « Sig diee's isis g eire mien lava lo rotemrcteree ta ate psrerershotale 12 

he preatal. Cavaty sec vi Noes cone Gels © a acatiomarcie sels maleye t's 15 

The epipharyngeal apparatusss si: julc tocar cab eelee © eimcieie 15 

AM hekmiandi bles Aves arate wisiersie: aeierel nee ei entterenmen evoke ome tater 16 

ARS arias Te hai see eyetey bel otepoueere ceousuaro bie. 3 cfpanseoaraed wate rate ets 17 

The labrum and hypopharynx< ws... cc ss cieai epee eas 19 

SDE SP MATIV UR |, sisi crt eecicre tase ore ober tresoiers a) ays: eSNG autora iarete sie eles 21 
Warvaltteeditigs toss ne oa ceteris tere dd abin teeter he enteric. 22 

ADRS T CHOTA Ca cA Ae Se ey ere crea ete alevsicia wla-c suslale ERT Selstene ane tials 24 
ible ANdaMieny «5 HIV Tha ete aka les, «ced SRM ere ete ee 26 
Intennalganatoriy, Gfevtcs ceeeve feelin ie cies stoi s olaernkenstebas sie eiereiaiece 21 
‘Whew itrachealmsystenns wasn e elo, oe oetee le elaevaats aoe helve ZT 

‘phe dorsal bloodiaviessel yemrverecrers asicva eee eeere a cores 32 
aPhewalimentarya Catiale were se tawe tale: « th ete ces eerclale ey arre erate 32 
MheeMalpightanetupulesescaas te cmice shoo eae tees a2 
AbheNsalivatymolatid serra sire cels ino Richtee talet ote erons eet 33 

AREY MER VOUSH SY.SECIM csyersiey sie reis oreiks ho ohn ae ane aaieh s 34 

PRE} FEPrOGUCtiVe OL GANS) «We iale.././«,« ssa isin, Sedscereme lene soins ohans 34 

I OOG PESCE VES a tole satan Iai5 "Lo clay idee ousie s,s o/s ercem arlene ate tetnelalees ovate 34 

WIE, CMTE APU Tees core c.ciakare ecole scree e aati d clave wee Oars Meme ate cicaaaaats 34 
he mpupal developments... Lee sees cies a os stale oe ee lore eile aati 35 
Aheematine ppupareyidc solace setae cs oko ec sltieteteis. oavaveteomro tts 39 
GeneralVexternall stature ia acie.sie cia. oni teeta 39 

The head and amiauth) Parts ch iciustss + os.0 Ghereake aiucinaen’s clueve 43 

PINE MEH O tela eh se eerie caterer ete rar seni ehcee cceaic Ace eRT Re ere ete 44 
PBheyabdomenly arene setae wiaciete cis Nace ce Nee eee ore etree 45 

Ache pupal’ metamoOnpuOsiss,. sheaves. cess hon be eee en ae ee 46 
Tela ul he via ttl tice evreratch Shae Hove Mahe tela 8 a ap aaa ie a Se ad 48 
AEM HEA sive crcveoe Such eve ca ciey ciate eek l ale rol Gre soa eases oor ETTORE AITO SI 
PENENOTSANSIOT ACCUM 21a vies us cies) a) ocho bis eu Aue ice SiG aleie c 55 
PUG PU OMOSCIS ala 3 cle cis te anor a Leratienet sere. 270) Sachets tomamtene naire Ss cars 55 

a exci Daria DUBIN Ne feces cake Saks es cis eters Mere or 60 
hekpharyngeal: punipaces isosceles os ERE eee 63 

MUNG PROP AS erate aid erarei te acd ute: RAN. 0 |, UNINC 5 le i, 64 
sihrerabd omen srs easter asa aicrsiew io sols oleae RO CRIEC Rae icheee 67 
internal anatomiye «sscrec sh as Lae a 63) 52.4.0 :0's geen inetd 72 
PHS CALCINACOE We (ORE ANGY (20 eaves! o1sne' sce 3 0 sel ammeto nelle eniaks Mats 73 
Dhevalimentany. (canal ours ciers crores iaye soo Ao eles ots hee 73 

mher salivary) wands ivy sad Hos) SA ORR A oe 76 

Dhe reprodtictiver-sy ster). tie: 4 scsi c'e sea en ae claialeieers.cie its 76 
IRGLEL ER COSMET ieee SED crac a aired a tee Khaleel isle cheer Oe oh aieiticlats 80 














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Tre ANATOMICAL’ PIPE OF THE MOSOUTITO 
By R. E. SNODGRASS 


Research Associate 
Smithsonian Institution 


INTRODUCTION 


Mosquitoes are not popular with warm-blooded animals, but from 
their own standpoint they have been highly successful insects, until 
recently when they have been attacked with poison sprays and have 
had their larval habitats drained. Success, however, is always to be 
admired whether in man or an insect, and it is instructive to see how 
it has been achieved. The mosquitoes have attained their place in the 
world by the evolution of highly specialized anatomical characters. A 
study of their anatomy may help some in our war against them, and 
it will give a most interesting example of how insects have evolved 
structures fitting them for particular ways of living and of feeding 
that have made them so successful in the struggle for existence. 

The family name of the mosquitoes is Culicidae, and they belong 
to the order Diptera, or two-winged flies, which in turn are members 
of that large group of insects in which the young, or larvae, are very 
different from their parents in form, structure, and habits, and must 
undergo a renewed growth to attain the adult state. We are so ac- 
customed to seeing young animals grow up gradually into adults that 
it seems very remarkable that an animal can completely change its 
shape and structure in the middle of its life. The young mosquito, for 
example, hatches from the egg as an active larva having no resem- 
blance to its parents but fully adapted in its structure for living and 
feeding in the water. During its life the larva sheds its cuticle four 
times. At each of the first three ecdyses it comes out a little larger 
than before, but with little change otherwise. On shedding the fourth 
cuticle, however, a very different creature, the pupa, emerges. The 
pupa has all the adult organs, though in an incomplete state of de- 
velopment, and is clearly a preliminary adult. With a final moult and 
ecdysis the completed mosquito appears, equipped for an entirely dif- 
ferent life from that of the larva. 

It is commonly said that the larva is metamorphosed into the adult 


SMITHSONIAN MISCELLANEOUS COLLECTIONS, VOL. 139, NO. 8 


2 SMITHSONIAN MISCELLANEOUS COLLECTIONS VOL. 139 


during the pupal stage. Actually it simply returns to its parental adult 
structure after having undergone during its evolutionary history a 
metamorphosis by which it took on a form and structure suited to a 
way of living quite different from that of its parents. The embryo, 
from its very beginning in the egg, develops into a larva. The egg, 
therefore, contains two distinct hereditary factors, one that first 
produces the larva, another that later generates the parent adult. When 
the larva does not differ too much from its parents, the adult may be 
formed mostly by a new growth of the larval tissues ; but as the differ- 
ence becomes more extreme, the larval tissues go into a state of dis- 
solution and the adult is built up of embryonic cells that multiply but 
do not become organized during the larval stage. The transformation 
of the mosquito is intermediate between these two conditions. 

Inasmuch as the word metamorphosis means simply a “change of 
form,” we may say that the larva in its aberrant evolution has under- 
gone a divergent metamorphosis, and that as an individual it resumes 
the parental form by a convergent metamorphosis. 

Since the egg has the potentiality of developing into both the larval 
and the adult form, there must be some influence that allows the larva 
to develop first. The inhibition of adult development is effected by a 
hormone, known as the juvenile, or status quo, hormone. When 
the larva is mature and has served its purpose in the life of the insect, 
this hormone ceases to be effective, and the adult development pro- 
ceeds under the stimulus of another hormone. This at least is the 
usual story of endocrinal regulation of insect growth and transforma- 
tion, but, as will be seen, the mosquito does not comply fully with 
the rules of hormone control in its growth from larva to adult. 

Before going on with anatomical descriptions of the larval, pupal, 
and adult stages of the mosquito, a few terms should be defined as 
they will be used. An instar is the insect between any two consecutive 
moults. Moulting is the physiological process of separating the old 
cuticle from a new cuticle being formed by the epidermis beneath it. 
The new instar begins its development when the moult is completed, 
but remains inside the old cuticle until it is fully formed. Then it 
breaks the cuticle and comes out. The emergence of the insect is its 
ecdysis (coming out). Moulting and ecdysis, therefore, refer to two 
different events, and are not synonymous terms, though many en- 
tomologists have not distinguished them as such. In life-history 
studies the “instar” is usually regarded as the insect between ecdyses, 
but since development begins inside the old cuticle, an instar is really 
the insect between moults. The concealed intracuticular period of the 


no. 8 ANATOMICAL LIFE OF THE MOSQUITO—SNODGRASS 3 


instar has been appropriately named by Hinton (1946, 1958a) the 
pharate, or cloaked, stage of development. The pharate stage of the 
pupa in the larval skin is commonly called the “prepupal stage of the 
larva,” but the larva has already ceased to be a larva, so the expres- 
sion does not conform with the facts. The mosquito will demonstrate 
a number of other errors commonly made by entomologists. 

The problem of explaining how an animal in its evolution has be- 
come adapted structurally to its environment and a special way of 
living is complicated in an insect such as the mosquito that lives two 
entirely different lives. If adaptation affects two or more organs 
separately, the matter is relatively simple, but when it involves 
coadaptation in all parts of the animal, it is hard to understand how 
evolution by means of natural selection has brought it about. On the 
other hand, the technique of “special creation” is entirely incompre- 
hensible. 

The writer began this work on a very meager acquaintance with the 
anatomy of mosquitoes, especially of the larva and pupa. For its 
completion he is deeply in debt to others, in particular to Dr. Alan 
Stone and Dr. Richard H. Foote at the U. S. National Museum for 
literature and the identification of species; to Dr. Paul Woke of the 
National Institutes of Health at Bethesda, Md., for an abundance of 
live larvae; to Dr. Ernestine B. Thurman, also of the Institutes of 
Health, and Dr. Jack Colvard Jones of the University of Maryland 
for much supplementary information and a critical reading of the 
manuscript ; to various authors for copied drawings; and to Mrs. R. E. 
Snodgrass for the typing. For morphological interpretations the 
writer assumes entire responsibility. 


T Loe CARVA 


Mosquito larvae hardly need an introduction. They are the familiar 
aquatic “wrigglers” or “wigglers” that everybody knows turn into 
mosquitoes. Anatomically the most specialized parts of them are the 
head, the feeding organs, and the respiratory system. A number of 
good papers have been written on the larval anatomy, and the facts 
of structure have been well-enough described, but the writers, par- 
ticularly on the head and feeding organs, mostly disagree as to the 
homologies of the parts, and consequently the different terminologies 
used must be very confusing to students. Hence, in the following text, 
the larval head and organs of feeding are given a disproportionate 
amount of space in an effort to arrive at reasonable interpretations 
and an acceptable terminology. Otherwise than in the head and feed- 


4 SMITHSONIAN MISCELLANEOUS COLLECTIONS VOL. 139 


ing apparatus, the principal specialization of the larva pertains to the 
respiratory system. The only functional respiratory apertures are a 
pair of dorsal spiracles near the end of the abdomen, the lateral 
spiracles being closed except at ecdysis when the tracheal linings are 
partly pulled out through them. 


THE HEAD 


The head of a mosquito larva projects forward from the thorax in 
line with the axis of the body, bringing the mouth parts to an anterior 
position. In most adult insects the head hangs downward on the 
thorax, so that the face is anterior and the mouth parts ventral. In 
the prognathous mosquito larva the face becomes dorsal and the mouth 
parts anterior. In going from adult to larva, therefore, instead of 
reversing the meaning of “dorsal” and “ventral,” it will be better to 
speak of the upper and lower surfaces of the larval head, though 
“anterior” and “posterior” in either larva or adult will be directions 
relative to the axis of the body. 

The typical shape of the mosquito larval head is oval or ovate, 
whether seen from above (fig. 1 A,B,C) or from the side (E), but 
the upper surface is more rounded than the lower. In some species, 
however, the head is almost rectangular in form (D). Anteriorly 
the head bears laterally a pair of large mustachelike brushes, and 
usually between them a small median brush, the three being supported 
by the labrum. Shortly behind the lateral brushes arise the slender, 
tapering, unsegmented antennae (E, Ant). Posteriorly on each side 
of the head is a large dark spot (£) varying in size with the age of 
the larva. These spots are the pigmented compound eyes of the adult 
developing in the epidermis beneath the larval cuticle. Behind or 
below each compound eye is a small, simple, presumably functional 
larval eye (O). The lateral area of the head between the antenna and 
the eye is the gena (Ge), that behind and below the eye the postgena 
(Pge). Posteriorly the head abruptly narrows to the occipital fora- 
men, which is rimmed by a darkly sclerotized band, the postocciput, 
set off by a postoccipital sulcus. The membranous neck is usually 
cylindrical (fig. 1 A), but in Anopheles (fig. 3 C) it is narrowed where 
it joins the thorax, evidently to facilitate the turning of the head upside 
down while feeding. 

The upper surface of the head (fig. 1) is differentiated into a large, 
shieldlike central area, narrow lateral areas bearing the antennae and 
the eyes, and a slender transverse anterior sclerite at the bases of the 
brushes. This sclerite (A,B, Lm) is the dorsal wall of the labrum, 


No. 8 ANATOMICAL LIFE OF THE MOSQUITO—SNODGRASS 5 


as contended by Cook (1944a), though some writers have regarded 
it as a “preclypeus.’”’ The groove behind it (A, cls) then is the 
clypeolabral sulcus. The large central area of the head is bounded by 
lateral lines (CL) that diverge forward from a very short occipital 
cleft and become continuous with the clypeolabral sulcus. These 
lines, commonly called “frontal sutures,” are merely lines of weakness 





Fic. 1.—The larval head, dorsal and lateral. 


A, Aedes aegypti. B, Culex sp. C, Anopheles quadrimaculatus. D, Toxo- 
rhynchites rutilus. E, Culex sp., lateral. F, Anopheles farauti, head exuviae. 

Ant, antenna; Apt, cephalic apotome; CL, cleavage line; cls, clypeolabral 
sulcus; E, compound eye; Ge, gena; Hstm, hypostomium; Lm, labrum; Md, 
mandible; Mx, maxilla; O, group of larval simple eyes; Pge, postgena. 


in the cuticle where the latter will split at ecdysis (F, CL) to allow 
the emergence of the next instar, and are best termed the cephalic 
cleavage lines. In most young insects the cleavage lines take the form 
of a Y, which has been known as the “epicranial suture.” In the 
mosquito larva the stem of the Y is the short occipital cleft. The 
frontal arms follow such very different courses in different insects 
that they can have no morphological significance (see DuPorte, 1946; 
Snodgrass, 1947), and hence do not define any specific part of the 


6 SMITHSONIAN MISCELLANEOUS COLLECTIONS VOL. 139 


head. The part of the head wall cut out at ecdysis may be termed the 
cephalic apotome (F, Apt). 

The space between the arms of the cleavage lines and the 
clypeolabral sulcus in the mosquito larva has been variously called the 
“frons,” the “clypeus,” and the “frontoclypeus.” The respective areas 
of the frons and the clypeus may be identified in other insects by 
specific groups of muscles that arise on them. In the mosquito larva 
the clypeal muscles arise anteriorly, the frontal muscles posteriorly on 
the central head area, but there is no external demarcation between 
the two regions. This area, therefore, is frontoclypeal in a limited 
sense, but it is not the entire clypeus or the entire frons. Ordinarily 
the clypeus extends laterally to the bases of the mandible, and in adult 
insects the frons is the facial area between the antennae and the eyes. 
The whole aspect of the mosquito head is changed at the transfor- 
mation to the pupa and the adult. 

The larval antennae are slender, unsegmented shafts bearing vari- 
ously distributed spines and tufts of long hairs. Each terminates in 
a small apical papilla. The antenna of the pupa, being eventually much 
larger than the larval organ, does not develop within the latter but in 
a pocket extending posteriorly from the base of the larval antenna. 

The eyes of the larva are each a group of simple lateral eyes; their 
structure in Culex pipiens has been described by Constantineanu 
(1930) and by Sato (1951b). According to Sato each eye consists 
of three parts, each with its own retinular cells. One part is central 
and has three retinulae, a second part is dorsal and has a single retinula 
of eight cells, the third part is a long band of about 40 cells surround- 
ing the other two parts dorsally, anteriorly, and ventrally. Con- 
stantineanu, on the other hand, describes five parts in the eye of Culex, 
as in some other nematocerous larva. Probably the three retinulae of 
Sato’s “central part’? are regarded as three eyes. The larval eyes 
have no lenses, the ordinary head cuticle being continuous over them. 
They are present from the beginning of the larval stage and persist 
into the pupa, or even into the adult. 

The presence of large, darkly pigmented compound eyes visible on 
the surface of the head gives the mosquito larva, as also the corethrid 
larva, a very unusual appearance. The compound eyes of other re- 
lated Nematocera are developed likewise in the larva, but, because of 
the absence of pigment until the pupa stage, they are not apparent ex- 
ternally. 

The undersurface of the larval head (fig. 3 C,D,E,F) is more dif- 
ficult to understand than the upper surface. The mandibles and 


No. 8 ANATOMICAL LIFE OF THE MOSQUITO—SNODGRASS 7 


maxillae are articulated on a transverse margin between the bases of 
the antennae. The long ventral cranial wall behind them is sclerotically 
closed by the union of the postgenae (C, Pge) along an incomplete 
median suture (C,D,E, ms). This same condition occurs in certain 
other insects, and to understand how it has come about we shall have 
to digress on some comparative studies. 

The hypognathous position of the insect head in which the mouth 
parts are ventral (fig. 2A) is clearly primitive, because the mouth 
parts, being modified legs, thus hang down from the head in the posi- 
tion of the thoracic legs. The prognathous condition has been attained 
in some cases by a mere turning forward of the head on the neck, 
involving a ventral elongation of the occipital foramen on the under- 
side of the head (fig. 3 B). More commonly, however, the foramen 
remains in the vertical plane, as in the mosquito larva (fig. I E), and 
the underside of the head is lengthened by a ventral elongation of the 
postgenae (Pge). 

With the elongation of the postgenae the entire labium, as in some 
beetles (fig. 2 B), may be simply enclosed between them, with a gular 
addition (Gu) to the submentum. This condition, however, does not 
occur in the larval mosquito, though some writers have so interpreted 
the mosquito head structure. More commonly, the postgenae come 
together medially and displace the labium. A primary stage of this 
transformation is seen at C, which might represent the head of a 
caterpillar or an adult honey bee, in which lobes of the hypostomal 
margins of the postgenae are intruded between the occipital foramen 
and the base of the labium. In other cases the lobes become united 
(D), forming a bridge between the foramen and the labium. An elon- 
gation of the bridge then produces the condition seen in the beetle 
larva at EF, in which the labium is still fully exposed. Finally, as in the 
larvae of Chironomidae (F), the labium has become greatly reduced 
and is hidden from below by a median hypostomal lobe (Hstm) of the 
united postgenae. 

This same process of closure and elongation of the postgenae and 
the reduction of the labium can be traced among nematocerous fly 
larvae. For example, in the primitive rhyphid larva of Olbiogaster 
(fig. 3 A) described by Anthon (1943b), a pair of small postgenal 
lobes are approximated behind the submentum (Smt) of the labium. 
In others, as in Trichocera and Philosepedon figured by Anthon 
(1943a, figs. 7, 10) the postgenal lobes are united in a bridge; the 
labium, though much reduced, is still mostly exposed. In the mosquito 
larva (fig. 3 C) the united postgenae form the long underwall of the 


8 SMITHSONIAN MISCELLANEOUS COLLECTIONS VOL. 139 


cranium and the greatly reduced labium is concealed above a median 
postgenal lobe (stm) between the maxillae (Vx). 

The darkly sclerotized dentate lobe between the maxillae has com- 
monly been regarded as a part of the labium, “mentum” or ‘“‘submen- 





Fic. 2—Structure of the posterior or ventral wall of the head in different 
insects, mostly diagrammatic. 


A, Generalized structure of the posterior head wall and the mouth part at- 
tachments. B, The labium enclosed between the postgenae. C, The labium 
separated from the occipital foramen by intruding hypostomal lobes of the post- 
genae. D, The labium entirely separated from the foramen by union of postgenal 
lobes forming a postgenal bridge. E, Postgenal bridge lengthened. F, Larval 
head of Chironomus, postgenal bridge produced in a toothed lobe, labium dis- 
placed dorsally. 

For, occipital foramen; Gu, gula; hs, hypostomal sulcus; Hstm, hypostomium, 
hypochilum; Lb, labium; Md, mandible; ms, median postgenal suture; Mt, 
mentum; Mz, maxilla; Pge, postgena; pos, postoccipital sulcus; Prmt, pre- 
mentum; pf, posterior tentorial pit; Smt, submentum. 


tum.” To cut a long argument short, however, we have only to look 
at a tipulid larva (fig. 3 B) to see that the lobe is formed by the union 
of two processes extended forward from the anterior median angles 
of the postgenae, which themselves are not united in the tipulid. Above 


no. 8 ANATOMICAL LIFE OF THE MOSQUITO—SNODGRASS 9 


this lobe are the united labium and hypopharynx (fig. 7 A, Lb, Hphy). 
We may, therefore, following Anthon (1943a), Hennig (1948, 1950), 
and Lawson (1951), appropriately call this lobe the hypostomium 
(Hstm), as it is termed also by Chiswell (1955) in the tipulid larva. 
Though Schremmer (1949) called it “mentum” in the mosquito larva, 
he later (1950) expressed doubt of the correctness of this designa- 
tion, concluding that the lobe is rather a part of the cranial wall. More 
recently, Gouin (1959) has termed the dentate lobe the hypochilum 
(underlip). 

From the base of the hypostomium there arises in some species a 
thin fold bearing a fringe of pectinate hairs or blunt teeth (fig. 15 A, 
Aul). The fold is the aulaeum (curtain) of Cook (1944a), but it has 
been variously named. Shalaby calls it the “glossa” on the assumption 
that it is formed by the union of a pair of labial glossae, a highly im- 
probable interpretation since the hypostomium itself is no part of the 
labium. However, Shalaby has given detailed illustrations of the 
pectinate hairs of the lobe in Aedes aegypti (1957a) and Culex 
quinquefasciatus (1957b), and its armature of eight blunt teeth in 
Anopheles quadrimaculatus (1956). In Psorophora ciliata (1957c) he 
says the fold is absent. 

In most mosquito larvae two dark lines in the ventral wall of the 
head diverge posteriorly from the basal angles of the hypostomium. 
In some species the lines are short (fig. 3 C,D, 7), in others (E,F) they 
extend back to the posterior tentorial pits (pt); in Chironomus 
(fig. 2 F) they are absent. These lines when present are the external 
marks of internal ridges; their variable development suggests that the 
ridges are secondarily formed to strengthen the head wall. The surface 
area between the lines, however, has commonly been regarded as the 
basal part of the labium, probably because the structural pattern they 
produce resembles that of the head shown at B of figure 2. It has been 
suggested even that the median suture is the line where the two origi- 
nal labial appendages have united! Cook (1944a), for some obscure 
theoretical reason, calls the area in question the “maxillary segment,” 
though the maxillae have no relation to it. That the ventral closure 
of the head results entirely from the union of the lateral cranial walls 
is clearly indicated in illustrations by Hennig (1948, figs. 31-37) of 
larval heads of Sciophilidae, in which are shown various degrees of 
approximation and union of the postgenal margins. 

In most adult insects the lower edges of the cranium are reinforced 
by submarginal internal ridges formed by external grooves known as 
the subgenal sulci. The part of each groove on the postgena behind 


Io SMITHSONIAN MISCELLANEOUS COLLECTIONS VOL. 139 


the mandible is distinguished as the hypostomal sulcus (fig. 2 A, hs). 
Posteriorly these grooves become continuous with the postoccipital 
sulcus (pos) that surrounds the occipital foramen. In the mosquito 
larva the lower ends of the postoccipital sulcus have extended forward 
in the postgenal region carrying with them the minute rudiments of 
the posterior tentorial arms, the position of which is marked externally 
by a pair of pits (fig. 3 E,F, pt). The anterior tentorial arms are 
extremely slender bars arising from the cranial margins mesad of 





Fic. 3—The larval head, undersurface. 


A, Olbiogaster sp., Rhyphidae (from Anthon, 1943b). B, Tipula sp. C, 
Anopheles quadrimaculatus. D, Toxorhynchites rutilus. E, Culex sp. F, 
Aedes aegypti. 

r, r, grooves in lower head wall. Other lettering as on figure 2. 


the antennae that extend back to the posterior arms. Possibly it is 
the great lengthening of the postgenal regions of the head that has 
brought the posterior arms to their forward position. 

The postgenal bridge is known also as the hypostomal bridge be- 
cause it is the hypostomal margins of the postgenae that come together 
to form it. Lawson (1951) contends that the sclerotized ventral wall 
of the head behind the mouth parts cannot be derived from the post- 
genae because, he says, “the hypostomal sutures form the ventral 


No. 8 ANATOMICAL LIFE OF THE MOSQUITO—SNODGRASS II 
boundaries of the postgenae.” This is clearly making anatomy con- 
form with definitions. The lower parts of the postgenae are mechani- 
cally strengthened by ridges formed by the submarginal hypostomal 
grooves. The narrow strips below the grooves, therefore, are simply 
the marginal parts of the postgenae, so it is immaterial whether we call 
the bridge resulting from their union hypostomal or postgenal. The 
grooves are sometimes absent, and the ridges may be marginal on the 
postgenae. In the mosquito larva the anterior edge of the ventral 
cranial wall on which the mandibles and maxillae are articulated is the 
united hypostomal margins of the confluent postgenae. 

From the free cranial margins just mesad of the antennal bases, 
a slender bar on each side (fig. 7 B, hb) extends mesally, downward, 
and somewhat posteriorly through the preoral epipharyngeal wall to 
the base of the hypopharynx (Hphy). Each bar runs close before the 
mandible of the same side and goes below the narrow lower lip of 
the mouth (Mth). In Dixa, as shown by Schremmer (1950), similar 
structures are present but are much wider than in the mosquito larva. 
The mandibles have their anterior articulation on these rods, a very 
unusual condition, since the anterior mandibular hinges are typically 
on the basal angles of the clypeus. The rods have been called “cibarial 
bars,” but there is no defined cibarium in the culicid larva. Since the 
rods appear to serve principally as suspensoria of the hypopharynx, 
they are here termed hypopharyngeal bars. They are the Verbindungs- 
leisten of Schremmer (1949). Since the hypopharyngeal bars carry 
the anterior articulations of the mandibles, Menees (1958b) reason- 
ably argues that the parts of the bars laterad of the articulation are 
extensions of the clypeus. His identification of the posterior parts 
with the “hypopharyngeal suspensorial bars of generalized insects,” 
however, is less convincing, since these bars enter the mouth angles 
and give attachment to the hypopharyngeal muscles, though each may 
have a lateral preoral branch. 


THE FEEDING ORGANS 


One of the remarkable things about insects is the way their feeding 
organs are variously adapted to feeding in different ways on different 
kinds of food. Nothing comparable occurs among the vertebrates, 
their only adaptation to the nature of their food is in the size, strength, 
and dentition of their jaws or in the length of the neck. Yet the feed- 
ing organs of all insects are made up of the same fundamental parts. 
There is an upper lip known as the labrum, a pair of mandibles, a 
median tonguelike hypopharynx, a pair of ma-illae, and a lower lip, or 


I2 SMITHSONIAN MISCELLANEOUS COLLECTIONS VOL. 139 


labium, composed of a united pair of second maxillae. The mandibles, 
maxillae, and labium, furthermore, have been fashioned from three 
pairs of legs, since the original arthropods had no other organs for 
feeding than their legs. The insect mouth parts, therefore, are all 
outside the mouth; the space between them may be termed the preoral 
food cavity, but by a long-perpetuated error it has commonly been 
called the ‘‘pharynx.” For want of a revised nomenclature we still 
speak of the upper wall of the preoral cavity as the epipharyngeal 
surface, and call the tonguelike lobe that projects below the mouth the 
hypopharynx. This is just a part of our heritage from the early insect 
anatomists, who had only vertebrate names to draw from, and applied 
them to insects on a functional rather than a morphological basis. 
The true pharynx is a part of the stomodaeal section of the alimentary 
canal behind the mouth. 

The labrum.—The labrum of the mosquito larva includes the small 
transverse sclerite on the dorsal wall of the head before the clypeus 
(fig. 1 A, Lm), and a larger membranous undersurface that bears 
laterally the two vibratory feeding brushes (fig. 4B), and usually 
a small median brush. The median brush is the “palatum” of mosquito 
students, another example of misuse of a borrowed vertebrate name, 
which in this case properly refers to the roof of the mouth cavity. 

The lateral brushes of the labrum are the organs by which those 
larvae that feed on particles create currents in the water directed 
toward the head, and drive a stream of water back to the mouth along 
the epipharyngeal surface. The individual hairs of the brushes are 
finely pectinate and serve also as combs for retaining particles filtered 
from the water. 

The vibratory movement of the brushes is produced by a pair of 
strongly musculated sclerites on the under side of the labrum. Simi- 
lar sclerites are present in the larvae of Chironomidae (fig. 4 G, Tor), 
which have no brushes, but the posterior ends of the sclerite are 
produced into strong pointed processes (Mes) projecting freely from 
the epipharyngeal surface. These toothed sclerites were therefore 
called by most earlier writers ‘“premandibles.”’ Chaudonneret (1951), 
however, has shown that this term is entirely inappropriate. Cook 
(1944b) named the sclerites “messores’” (harvesters) and carried 
the term over to the mosquito larvae, in which he has been followed 
by several recent writers, though the culicid sclerites are unarmed. 

It must be noted that the insect labrum is commonly equipped with 
four muscles, one pair dorsal, the other ventral, all of which arise on 
the frons. The ventral muscles are usually attached on a pair of 


no. 8 ANATOMICAL LIFE OF THE MOSQUITO—SNODGRASS 13 


sclerites in the lower labral wall known as the tormae. In a tipulid 
larva (fig. 4A) the tormae (Tor) are simple sclerites, each giving 
attachment to a long muscle (mc/) from the frons. There is, there- 
fore, no apparent reason why the similarly musculated sclerites of 
the mosquito larval labrum (C,D, Tor) should not be the tormae. 
On the other hand, Cook (1944b) has contended that the sclerites are 





Fic. 4.—The larval labrum and tormae. 


A, Tipula sp., underside of larval labrum. B, Culex sp., labrum of young 
larva, anterior. C, Anopheles quadrimaculatus, left labral brush and torma, 
undersurface. D, Aedes aegypti, same. E, Toxorhynchites rutilus, anterior 
view of larval head. F, Same, labral brush with torma and muscles. G, 
Chironomus plumosus, underside of larval labrum. 

Ap, tormal apodeme; B, labral brush; Hstm, hypostomium; Lm, labrum; 
mcl, mels, tormal muscle or muscles; Md, mandible; Mes, messorial teeth of 
torma; Myr, maxilla; Tor, torma. 

a, connective sclerite between torma and brush; b, c, detached sclerites of 
cena wall; d, e, anterior and posterior articulations of torma; f, epipharyngeal 
ar. 


not the tormae because he finds in chironomid larvae another pair 
of muscles attached more dorsally and laterally on the labrum, which 
he insists are the true tormal muscles. These muscles, however, would 
appear to be the usual dorsal muscles of the labrum, which may have a 
lateral position. Furthermore, Cook adds that the ventral muscles are 
not tormal muscles because they arise on the clypeus, but what he calls 


14 SMITHSONIAN MISCELLANEOUS COLLECTIONS VOL. 139 


“clypeus” is the entire frontoclypeal area of the upper head wall be- 
tween the cleavage lines. The sclerites in question, being in the 
ventral wall of the labrum and giving attachment to the ventral labral 
muscles, practically identify themselves as the tormae, and they have 
been regarded as such by Anthon (1943a), Schremmer (1949, 1950), 
and Menees (1958b). If it is desirable to keep the term “messor,” 
it might be restricted to the free prongs of the tormae where they 
occur (fig. 4G, Mes). 

The tormae of an Anopheles larva (fig. 4C, Tor) are elongate 
sclerites lying mesad of the brushes. Each torma is connected by its 
tapering anterior end with the base of the corresponding brush; 
posteriorly it is hinged to a small sclerite (c) in the cranial margin. 
A connective plate (a) lies between the torma and the base of the 
brush. A single muscle (mcl) from the frontal region is attached by a 
long tendon to a small point anteriorly on the lateral margin of the 
torma. Cook (1944a) ascribes a second posterior muscle to the torma 
of Anopheles, but this muscle, as shown by Farnsworth (1947) and by 
Schremmer (1949), belongs to a V-shaped sclerite of the epipharyn- 
geal wall between the posterior ends of the tormae. 

In the culicine mosquitoes the tormal apparatus is somewhat more 
complex than in Anopheles. In Aedes aegypti (fig. 4D) the tormae 
have the same relation to the brushes and the cranial margin as in 
Anopheles, but each torma is specifically hinged posteriorly (e) to 
a detached triangular plate (b) of the cranial wall, and anteriorly (d) 
to the end of a transverse epipharyngeal bar (f). Since both this bar 
and the connective plate (a) underlap the torma, the anterior part 
of the latter appears to be sunk into the lower wall of the labrum. 
Posteriorly a strong apodeme (AP) arises from the dorsal surface of 
the torma and curves mesally. On this apodeme are attached two 
large muscles (mcls) from the frontal region of the head. Con- 
traction of the muscles evidently rocks the torma mesally on its 
articular points and thus gives a backward and mesal stroke to the 
connected brush. The reverse movement of the brush, as other writers 
have noted, results from the elasticity of its basal connections. Ac- 
cording to Cook (1944a) in specimens of Theobaldia [Culiseta] 
killed and fixed with the brushes retracted, on cutting the muscles 
the brushes quickly spring back to the expanded condition. 

The Aedes tormal mechanism is probably characteristic of the 
Culicinae. The same structure and musculature is shown to be present 
in Culex by Thompson (1905) and by Chaudonneret (1951), and in 


no. 8 ANATOMICAL LIFE OF THE MOSQUITO—SNODGRASS 15 


species of Theobaldia [Culiseta], Lutzia, and Armigeres by Cook 
(19442). 

In the predaceous larvae of To.xorhynchites the brushes are sup- 
ported on prominently projecting lateral lobes of the labrum (figs. 
1D, 4E). The brushes are narrow, stiff, and falciform, and appear 
to be grasping organs, but as observed by Breland (1949) and by 
Horsfall (1955) they are not used for obtaining prey. Just mesad of 
the base of each brush is a small, slender sclerite (fig. 4 E, Tor). 
Dissection reveals that this sclerite has a connection with the base 
of the brush (F) and gives attachment to two large muscles, leaving 
no doubt that it is the torma. 

The preoral cavity—The undersurface of the labrum is continuous 
with the so-called epipharyngeal surface below the clypeal region, 
which extends back to the mouth. In most adult insects the part of 
the preoral cavity above the base of the hypopharynx becomes a special 
food pocket, the cibarium, opening directly into the mouth. In the 
mosquito larva the shortness of both the labium and the hypopharynx 
leaves the entire preoral cavity open below, but still it serves as a 
channel for water carrying food particles to the mouth. In the tipulid 
larva, however, there is a short cibarial pocket (fig. 7A, Cb) above 
the hypopharyngiolabial lobe just in front of the mouth. In the adult 
mosquito and other sucking insects the closed cibarium becomes a 
preoral sucking pump. In the mosquito larva the pharynx assumes 
the sucking function. 

The epipharyngeal apparatus—Lying in the epipharyngeal surface 
between the posterior ends of the tormae is a structure that serves to 
comb food particles from brushes on the mandibles. Since it is 
musculated, and hence functions actively instead of passively, this in- 
strument has been termed by Schremmer (1949) the Epipharynx- 
apparat. Other writers have called it the “palatal bar,” the “epi- 
pharynx,” and the “epipharyngeal armature.” It includes a transverse 
bar and groups of setae or other structures arising in front of the 
bar. The crossbar is usually bow-shaped or V-shaped with the arms 
diverging forward to the posterior ends of the labral tormae. The 
setal accompaniment of the bar is quite different in different species. 

In Aedes (fig. 8 A) the epipharyngeal apparatus is relatively simple. 
The bar is slender, gently curved forward, and its ends appear to be 
connected with the tormal apodemes. Arising in front of the bar 
are two large brushes of stiff hairs that converge posteriorly beneath 
the bar. At the sides of the brushes arise a pair of large, tapering, 
hair-bearing processes directed posteriorly, and at the base of each are 


16 SMITHSONIAN MISCELLANEOUS COLLECTIONS VOL. 139 


two small clawlike structures. In Culex (B) the bar is strongly de- 
veloped and angulated, its ends, as in Aedes, appear to be attached 
to the apodemes of the tormae. In front of the bar are two large 
oval masses of setae curving inward and posteriorly. From above 
these setal masses two brushes of long hairs project posteriorly. 
Medially there arise two pairs of short tapering processes that project 
beneath the bar, and from each angle of the bar a slender, bladelike, 
sharp-pointed process extends posteriorly. 

The epipharyngeal apparatus of Anopheles as described by Schrem- 
mer (1949) is again quite different from that of either Aedes or 
Culex. The bar is V-shaped with an acute angle. Several brushes 
arise in front of the bar, but particularly developed are two long, wide 
combs of flattened, sharp-pointed bristles that extend posteriorly 
from a pair of triangular sclerites in front of the bar. These are the 
Klingenborsten of Schremmer, who says they are used for cleaning 
the food particles from the combs of the mandibles. In Anopheles 
maculipennis, as shown by Schremmer and by Farnsworth (1947), a 
large muscle from the clypeal region of the head is attached on each 
end of the epipharyngeal bar. These muscles the writer has not been 
able to find in Aedes and Culex, but the close connection of the bar 
with the apodemes of the tormae possibly coordinates the movements 
of the epipharyngeal apparatus with the movements of the labral 
brushes. In all three genera a pair of very slender, closely adjacent 
muscles is attached medially on the bar. Contraction of the lateral 
muscles of Anopheles, according to Schremmer, protracts the ap- 
paratus from the epipharyngeal wall, the median muscles are retrac- 
tors. Thompson (1905) makes no mention of lateral muscles attached 
on the epipharyngeal bar in Culex, but he notes the presence of the 
median retractors. 

The mandibles—Both the mandibles and the maxillae lie on the 
underside of the head, where they are implanted obliquely in the 
membranous area that turns upward from the hypostomal margins 
of the postgenae to the hypopharyngeal bars (fig. 7B, Md, Mx), the 
mandibles being above the maxillae. 

The typical culicine and anopheline mandibles are flattened lobes 
(fig. 5 D,E,F) with their mesal ends produced into strongly sclero- 
tized toothed processes and a lower seta-bearing lobe. The dorsal 
margins bear large comblike fringes of long setae directed mesally. 
The tips of the mandibles on opposite sides do not meet when the 
mandibles are closed, but come against the hypopharynx, which lies 
between them (fig. 7B, Hphy). Each mandible has a posterior basal 


no. 8 ANATOMICAL LIFE OF THE MOSQUITO—SNODGRASS 17 


articular point (fig. 5 E,F, a@) that articulates with a process of the 
hypostomal margin just laterad of the base of the maxilla (fig. 7 B, a). 
Its anterior articulation (fig. 5 D, c) is with the hypopharyngeal bar 
(fig. 7B, hb). The mandibles move in the transverse plane by strong 
abductor and adductor muscles. The principal function of mandibles 
of this type is the collection by their setal combs of food particles from 





Fic. 5.—Larval mandibles. 


A, Tipula abdominalis, right, ventral. B, Lutzia sp., right, ventral. C, To-xro- 
rhynchites rutilus, left, dorsal. D, Anopheles quadrimaculatus, left, dorsal. E, 
Culex, sp., right, ventral. F, Aedes aegypti, right, ventral. 

a, posterior (ventral) articulation; c, anterior (dorsal) articulation. 


the labral brushes, but the incisor points are said to break up larger 
particles that collect on the hypopharynx. 

The mandibles of predaceous larvae, such as Culex vorax (fig. 5 B) 
and Toxorhynchites (C), are strongly toothed jaws, the points of 
which come together in adduction (fig. 4 E). Most larval Nematocera 
have jawlike mandibles (fig. 5 A), though they present many varieties 
of structure. C. vorax is a culicine mosquito, and its mandible (B) 
might be derived from the culicine type, but the mandible of To..o- 
rhynchites (C) is a typical biting insect jaw. 

The maxillae—The maxillae of the mosquito larva (fig. 6 B-F) are 
so greatly simplified that they have lost the appearance and structure 
of an ordinary insect maxilla. They are borne on the transverse 
hypostomal margins of the postgenae at the sides of the hypostomium, 


18 SMITHSONIAN MISCELLANEOUS COLLECTIONS VOL. 139 


where they lie below the mandibles (fig. 3 C-F, Mx). The principal 
part of each maxilla is a flat lobe (fig. 6 D, St) of different shape in 
different species, bearing brushes of long setae or combs of shorter 
ones. Laterad of this lobe is a second cylindrical or fusiform lobe 
regarded as the palpus (P/p) varying in size relative to that of the 
mesal lobe. At the base of the palpus is usually a small sclerite (+) 
in the articular membrane. 


A 


ry 






= 
be 





Fic. 6.—Larval maxillae, right, ventral. 


A, Tipula abdominalis. B, Culex vorax. C, Culex sp. D, Aedes aegypti. 
E, Anopheles quadrimaculatus. F, Toxorhynchites rutilus. 
Plp, palpus; St, stipes; x, sclerite at base of palpus. 


In other nematocerous larvae, as in Tipula (fig. 6 A), the maxillary 
palpus (PIp) is a small lateral appendage of the main maxillary lobe, 
as it is also in the culicid Culex vorax (B). In most mosquito larvae, 
however, the palpus appears to have somehow become separated from 
the rest of the maxilla (C-F). The main maxillary lobe in some 
nematocerous larvae, as shown by Anthon (1943a), may bear on its 
distal margin mesad of the palpus two variously developed out- 
growths, which are identified as the galea and lacinia. The main 
maxillarly lobe, therefore, appears to be the stipes (St). The nature 
of the small sclerite (1) at the base of the palpus is uncertain. Cook 


no. 8 ANATOMICAL LIFE OF THE MOSQUITO—SNODGRASS 19 


(1944a) calls it the “palpiger,” but it might be referred to the cardo, 
though no muscles are attached on it. 

The principal functional features of the culicid larval maxillae are 
their setal brushes and combs, which serve to collect food particles 
from the labral brushes. In the predaceous To.xorhynchites the 
maxillae (fig. 6 F) are similar to those of other species, but they are 
greatly reduced in size (fig. 4E, Mx). The palpi are presumably 
sensory organs, but their disparity in size, as between Culex (fig. 6 C) 
and Anopheles (E), for example, is difficult to explain. The princi- 
pal movements of the maxillae are in the transverse plane. 

The labium and hypopharynx.—In most adult insects the salivary 
duct opens between the bases of the hypopharynx and the labium. In 
some larval insects, as in caterpillars and hymenopterous larvae, the 
labium and hypopharynx are united in a single suboral lobe traversed 
by the duct of the salivary, or silk, glands, which opens at the tip 
of the composite lobe. The same is true of some nematocerous fly 
larvae, as is well seen in the tipulid (fig. 7 A, SIDct). In the mosquito 
larvae the combined labium and hypopharynx are reduced to a flat or 
somewhat protruding vertical surface between the mouth and the 
hypostomium, with the salivary duct opening on it. The salivary 
orifice, therefore, separates the dorsal hypopharyngeal component 
from the ventral labial component. 

The hypopharynx (fig. 7 B, Hphy) is supported by the hypopharyn- 
geal bars (hb) from the lateral cranial walls; immediately above it is 
the wide mouth (Mth) opening into the pharynx. The labial area 
below the hypopharynx (D,E, Lb) is variously developed, usually 
strongly sclerotized and armed with spines or teeth. Other writers 
have well illustrated the details of the labial structure in different 
mosquito species. Some have attempted to analyze the larval labium 
into the parts of a typical insect prementum, but their results are 
not fully convincing. At C of figure 7 is shown the labiohypopharyn- 
‘geal complex of Toxorhynchites rutilus in dorsal view, in which the 
salivary duct (S/Dct) is seen opening between the two component 
parts. Attached laterally on the base of the labium are the tendons of a 
pair of muscles from the ventral head wall, as in the tipulid larva (A). 

Inasmuch as all the cranial muscles of the insect labium are inserted 
on the prementum, the labium of the mosquito larva is evidently the 
prementum; the hypostomium and the ventral head wall, as already 
shown, being no part of the labium. Menees (1958a), however, has 
argued that the ventral head area behind the hypostomial lobe must be 
the labial submentum because the labial muscles have their origins on 


20 SMITHSONIAN MISCELLANEOUS COLLECTIONS VOL. 139 


it. He thus assumes that these muscles are the retractors of the pre- 
mentum. The premental retractors, when present, do arise on the 
submentum, but they are always median in position. The muscles of 
the mosquito larval labium are lateral muscles, and therefore should 


pl i 

y We nencls- ifs 
iL FrGne LZ 
LZ 


i mi 


Z/f 


AG ee ra 


it 


fA 


iit Ati i 





Fic, 7.—Labiohypopharyngeal complex of larvae, and associated structures. 


A, Tipula sp., section of larval head. B, Culex sp., posterior part of head, 
anterior. C, Toxorhynchites rutilus, labiohypopharyngeal complex, dorsal. D, 
Aedes aegypti, same, anterior. E, Culex sp., same, anterior 

a, posterior articulation of mandible; Ant, antenna; c, anterior articulation 
of mandible; Cb, cibarium; Clp, clypeus; dlcb, dilator muscles of cibarium; 
Fr, irons; FrCon, brain connective of frontal ganglion; FrGug, frontal ganglion; 
hb, hypopharyngeal bar; Hphy, hypopharynx; Hstm, hypostomium; Lb, labium; 
lbmcl, muscle of labium; lbrmcl, labral muscle; Lm, labrum; Md, mandible; 
Mth, mouth; Mx, maxilla; phmcls, pharyngeal muscles; RNv, recurrent nerve; 
S/Dct, salivary duct; Stom, stomodaeum. 


be one pair of the usual two pairs of cranial muscles of the prementum, 
which in other insects commonly arise on the tentorium. The same 
muscles in the tipulid larva (fig. 7 A, /bmcl) certainly have their 
origins on the head wall, since there is no sclerotization between the 
postgenae (fig. 3 B). The labial muscles of the mosquito larva, there- 


no. 8 ANATOMICAL LIFE OF THE MOSQUITO—SNODGRASS 2] 


fore, do not identify the head area on which they arise as any part 
of the labium. 

The interpretation of these parts has been still further confused by 
Shalaby (1957d), who regards the median ventral head area as the 
labial submentum and mentum, the toothed hypostomial lobe as the 
paraglossa, the fringed lobe below it the glossa, and the entire complex 
above the toothed lobe the hypopharynx. Comparative studies, as 
already shown, give no basis for any such interpretation. Moreover, 
the adult labium is formed entirely from the rudiment beneath the 
cuticle of the larval labium (figs. 9 F, 15 A, pLb) and involves no 
part of the ventral head wall of the larva. 

The larval labiohypopharynx is evidently retractile, but it plays no 
active part in feeding. Its principal function is said to be that of 
an “anvil” on which the incisor points of the mandibles strike to break 
up food particles. 

Elaborate studies of the developmental changes in the mouth parts 
of larval instars of Anopheles, Aedes, Culex, and Psorophora have 
been made by Shalaby (1956, 1957a, 1957b, 1957c). 

The pharynx.—The pharynx of larvae that feed on water-borne 
particles is a small, flattened, ovate or heart-shaped, thin-walled sac 
(fig. 8 C, Phy) opening directly from the wide mouth (fig. 7 B, Mth) 
and tilted upward and posteriorly in the head. From its posterior 
ventral surface is continued the thick-walled oesophagus (fig. 8C, 
Oe). The ventral wall has an outer layer of semicircular muscles 
(E, cmcl) the dorsal wall is crossed by four wide muscle bands (C, 
tmcl) ; the extrinsic musculature includes dorsal and ventral dilator 
muscles from the head wall. The lateral margins of the pharynx are 
strengthened by two narrow, concentric, riblike thickenings on each 
side, convergent to the narrowed posterior end. Internally each of 
these ribs bears a long brush of fine hairs (D), suggestive of the 
brushes in the mouth of a baleen whale, and in fact they serve the 
same purpose, namely, that of filtering the food matter from the in- 
gested water. A pharyngeal filter apparatus very similar to that of 
the mosquito larva is shown by Anthon (1943a) to be present in the 
larvae of several other nematocerous families. The pharynx of the 
predaceous culicid larva of Toxorhynchites, however, is a simple 
funnnel-shaped enlargement of the anterior end of the oesophagus, 
and has no filter brushes. In any case, the larval pharynx is not to be 
identified with the sucking pharynx of the adult mosquito, which lies 
in the posterior part of the head (fig. 24 A, PhP), and the larva has 
no cibarial pump. 


22 SMITHSONIAN MISCELLANEOUS COLLECTIONS VOL. 139 


Larval feeding.—tThe process of feeding by nonpredaceous larvae 
is not a mere matter of having food particles washed into the mouth 
by streams of water from the vibrating labral brushes. It involves 
cooperative action on the part of the labrum, the epipharyngeal 
apparatus, the mandibles, the maxillae, the labiohypopharynx, and the 
pharynx. The whole feeding process has been minutely described by 
Schremmer (1949) for the Anopheles larva, in which it is more readily 





Fic. 8—The larval epipharyngeal apparatus and the pharynx. 


A, Aedes aegypti, epipharyngeal apparatus. B, Culex sp., same. C, Anopheles 
maculipennis, pharynx and its muscles, dorsal (from Schremmer, 1949). D, 
Same, filter-bearing rib of pharynx. E, Same, cross section of pharynx (from 


Imms, 1907). 
cmcel, circular muscle; fb, filter brush; Mth, mouth; Oe, oesophagus; Phy, 
pharynx; tmcl, transverse muscles. 


observed than in other species because the head is held with its under- 
side turned upward against the surface of the water. Briefly, Schrem- 
mer’s account is as follows. 

The movements of the lateral brushes of the labrum create currents 
in the water that converge to the front of the head and are directed 
medially by the middle brush. With the backward stroke of the lateral 
brushes the mandibles and the maxillae are closed upon them, and 
as the brushes again go forward particles that may be adhering to 


No. 8 ANATOMICAL LIFE OF THE MOSQUITO—SNODGRASS 23 


them are scraped off by the combs of the mandibles. Accompanying 
the opening of the mandibles, the epipharyngeal apparatus is pro- 
truded by action of its muscles and its bristles remove the food 
particles from the mandible combs. These freed particles and others 
that may be adhering to the epipharyngeal surface are then collected by 
the long basal brushes of the mandibles (fig. 5 D) and, with the closure 
of the mandibles, are pushed into the mouth of the pharynx. Though 
the mandibles and the maxillae close at the same time, the maxillae 
open first and the mandibles following remove whatever particles 
may be adhering to the maxillae, which lodge on the hypopharynx 
and with the next stroke of the maxillae are thrust into the pharynx. 
Large particles collected on the hypopharynx are broken up by the 
toothed lobes of the mandibles, which strike on the hypopharynx like 
hammers on an anvil. 

The pharynx, by muscular expansion of its walls, functions as 
a sucking organ for drawing in a stream of water accompanying the 
mechanically ingested food particles. A contraction then follows in 
which the dorsal wall is deeply infolded by the action of the dorsal 
transverse muscles (fig. 8 E), reducing the pharyngeal lumen to two 
lateral channels containing the filter brushes (fb). At the same time 
the water is driven toward the mouth and the food particles are 
filtered out by the brushes. The water is then discharged through the 
open angles of the mouth, goes above the mandibles and escapes past 
the sides of the head. Schremmer made further experiments on a 
Culex larva by impregnating the water in a dish with carmine particles. 
After feeding by the larva, the carmine was found massed in the 
brushes along the sides of the pharynx. When the pharyngeal brushes 
have worked as filters for some time and have become well loaded, the 
pharynx makes a strong contraction which suddenly removes the 
carmine particles from the brushes and lodges them in small clumps 
at the mouth of the oesophagus, into which they are finally taken. The 
mosquito larva swallows no appreciable amount of water, its water 
balance being maintained by the anal lobes. 

The extreme specialization of the mouth parts and the pharynx in 
the filter-feeding mosquito larvae gives a striking example of how 
independent of the adult structure an insect larva may become in its 
adaptation to a new way of feeding. In various mosquito genera, 
however, the larvae of some or all species are predaceous on other 
small aquatic animals, particularly on other mosquito larvae. Notable 
in this group are members of the subgenus Lutgia among the Culicini, 
and of the genus Toxorhynchites. In these forms the mandibles are 


24 SMITHSONIAN MISCELLANEOUS COLLECTIONS VOL. 139 


strongly developed jaws (fig. 5 B,C), the toothed lobes of which come 
together or overlap for grasping and biting. Yet these larvae have 
labral brushes and some of the other special features of particle-feed- 
ing larvae, so it is difficult to say whether they represent a partway 
stage in the evolution of filter feeding, or have been secondarily 
adapted for feeding on whole live prey. In some species the larvae are 
particle feeders in the first instar and become predaceous in their later 
instars. It would appear, therefore, as said by Bates (1949), “that 
the predacious habit has developed independently in the larvae of a 
number of mosquito groups, involving distinct adaptations both of 
structure and behavior.” 


THE THORAX 


The larval thorax has a simple oval form, in which the interseg- 
mental lines are but faintly marked as grooves of the cuticle, and 
there is no external trace of appendages. In the fourth instar the 
thorax becomes conspicuously enlarged (fig.9g A). Beneath the cuticle 
on the ventral side are now plainly visible the extroverted wings and 
legs of the future pupa, and on the dorsal side the pupal respiratory 
trumpets. On removal of the cuticle (C) the legs are seen to be long, 
fully segmented appendages (E) closely folded in loops against the 
sides of the thorax. The forewings (W-) are large pads corrugated 
in their basal parts (D) to allow expansion; the smaller hindwings 
(Ws) are more slender and tapering free folds of the metanotum. It 
has been shown by Imms (1908) that the rudiments of the wings, 
legs, and respiratory trumpets are formed in a young larval instar of 
Anopheles as integumental folds in pockets of the epidermis (B). Ap- 
parently they are extruded beneath the cuticle at the beginning of the 
fourth instar. This early eversion of the wings and legs occurs also 
in other nematocerous larvae, such as Dixa, Corethra, and Chirono- 
mus, shown by Miall and Hammond (1900) in Chironomus. 

On each anterior lateral angle of the thoracic dorsum of Anopheles 
larvae there is usually to be seen a pair of minute, tapering, trans- 
parent lobes arising from a common base (fig. 9 A, no). These struc- 
tures are known as the “notched organs.” They are retractile and 
hence are not visible on all specimens, or only their tips may project. 
Between the lobes of each pair is a funnel-shaped depression that ends 
in a strand, which is said by Chang and Richart (1951) to be at- 
tached to the neighboring dorsal tracheal trunk. These writers con- 
tend, therefore, that the organs are the “prepupal respiratory trum- 
pets.”” However, when the cuticle of a fourth-instar larva is removed, 


no. 8 ANATOMICAL LIFE OF THE MOSQUITO—SNODGRASS 25 


the lobes and the funnel come off with it, showing that the organs are 
larval structures. Furthermore, the trumpets of the “prepupa’’ (i.e., 
the pharate pupa) are present beneath the larval cuticle. They appear 
to arise from the pupa just beneath the larval organs, but they project 
forward or mesally until the pupal ecdysis, when they stand out from 
the thorax. 





Fic. 9.—The larva, and developing pupal appendages. 


A, Anopheles punctipennis, fourth instar larva, dorsal. B, Anopheles maculi- 
pennis, section of wing and leg buds in early larval instar (from Imms, 1908). 
C, Aedes aegypti, thorax of mature larva with cuticle removed, exposing extro- 
verted legs and wings. D, Same, pupal wings of larva. E, Same, third left pupal 
leg of larva. F, Anopheles maculipennis, pupal labium developing inside larval 
labium (from Imms, 1908). 

al, anal lobes; e, dorsal brush of larva; L, leg bud; pLb, pupal labium; s/O, 
salivary orifice; Sp, spiracle; W, wing bud; We, Ws, pupal wings of larva. 


The nature of the “notched organs” of the Anopheles larva is not 
clear. Their position on the dorsum of the thorax suggests that they 
might be remnants of anterior spiracles such as are present on larva 
of many other flies, including some Nematocera. Since these spiracles 
of successive instars are not formed in the usual manner within the 


26 SMITHSONIAN MISCELLANEOUS COLLECTIONS VOL. 139 


preceding spiracle, but as independent branches from a persisting 
spiracular atrium, it is perhaps possible that the pupal trumpets are 
in this manner related to the “notched organs” of the larva. Chang 
and Richart contend that the latter serve to keep the anterior part of 
the Anopheles larva afloat while feeding at the surface, but experi- 
ments have shown that the organs can be cut off without any apparent 
effect on the suspension of the larva (Jones, unpublished obser- 
vations). 


THE ABDOMEN 


The larval abdomen (fig. 10 G) appears to have only nine segments, 
and it is usually represented as nine-segmented, with the respiratory 
apparatus on the eighth segment and the terminal segment enumerated 
as the ninth. However, there is reason for believing that a true ninth 
segment is combined with the eighth. Christophers (1922) con- 
tended that though “much of the apparent eighth segment is actually 
this structure, the greater part of the spiracular apparatus must 
be assigned to the tergite of a hitherto unrecognized ninth abdominal 
segment.” Convincing evidence of this interpretation is the fact that 
the rudiments of the male genitalia are formed beneath the larval 
cuticle at the base of the terminal segment, and that in the adult male 
the genital claspers are carried on the posterior margin of a small 
but distinct ninth segment (fig. 27 B). Though this segment is not 
evident as a distinct annulus in the larva, it must be represented by 
some part of the apparent eighth segment immediately anterior to the 
genital rudiments. In the pupa, as will be shown (fig. 16 D,E) a small 
ninth-segment ring (JX) lies behind the eighth segment and carries 
the tail fins and the small anal lobe. The anal segment of the larva 
(fig. 10 B) must therefore be the tenth, as it is in the pupa and the 
adult. 

The fully segmented abdomen of the mosquito embryo is shown by 
Telford (1957) in Aedes and by Menees (1958a) in Anopheles to 
have Io segments. Telford says the tenth segment, or telson, dis- 
appears with the ingrowth of the proctodaeum, but since a tenth seg- 
ment is present in the adult, the “telson” must be an eleventh segment. 
In some larvae, as seen in Mansonia (fig. 11 A) a small lobe (XJ) 
protrudes from the end of the tenth segment, which would appear to 
be the evaginated anus-bearing telson. Even in the embryo, then, 
the ninth segment is not differentiated from the eighth. It appears as 
a distinct ring first in the pupa and as a definite segment in the adult. 

The first seven segments of the larval abdomen have no distinctive 
features, except that in Anophelini (fig. 9 A) the last five or six of 


no. 8 ANATOMICAL LIFE OF THE MOSQUITO—SNODGRASS 27 


them bear on the back pairs of small palmate brushes (¢) that suspend 
the larva from the surface of the water in its usual horizontal feeding 
position. The respiratory apparatus on the dorsum of the ninth seg- 
mental region contains a pair of large open spiracles, which are either 





Fic. 10—Larval respiratory organs. 


A, Anopheles maculipennis, tracheal system, dorsal (from Imms, 1907). B, 
Anopheles quadrimaculatus, end of abdomen, spiracular apparatus open. C, Same, 
spiracular apparatus closed. D, Same, details of spiracular apparatus. E, Culex 
pipiens, end of abdomen. F, Aedes aegypti, same. G, Culex quinquefasciatus, 
larva in feeding position. H, Culex pipiens, end of respiratory siphon. 

al, anal lobes; dTra, dorsal tracheal trunk; Sp, spiracle; VIJI-X, abdominal 
segments. 


flush with the surface (fig. 10 A, Sp) or carried out on the end of a 
respiratory tube (E,F,G). The tenth segment contains the func- 
tional anus at its end, and bears four lanceolate, thin-walled apical 
appendages, or anal lobes (A,B,E, al). Flat dorsal and ventral brushes 


28 SMITHSONIAN MISCELLANEOUS COLLECTIONS VOL. 139 


of long, spreading hairs are usually present on the end of the tenth 
segment, and perhaps serve as a rudder during swimming. Though 
mosquito larvae are commonly known as ‘“‘wrigglers’” or “wigglers” 
they swim by lashing movements of the abdomen, which drive them 
forward, backward, or sideways. The active larvae of Culex zigzag 
through the water like tumbling acrobats. Anopheles, however, is a 
true wriggler ; it swims either on the surface or under the water by 
quick lateral movements of the abdomen and propels itself backward. 

The dorsal spiracles of the abdomen are the only breathing aper- 
tures of the mosquito larva. The lateral spiracles are closed except 
at the ecdyses, when they are temporarily opened to allow the tracheal 
linings to be pulled out. Since the dorsal spiracles open into the dorsal 
trunks of the tracheal system and the lateral spiracles into the lateral 
trunks (fig. 10 A), the dorsal spiracles cannot be supposed to be a 
pair of lateral spiracles that have moved up onto the back. It may be 
conceded that spiracles can change their position, but they cannot 
change their tracheal connections. 

The spiracles of anopheline larvae lie in the floor of a shallow, 
basinlike peritremal structure elevated on the back, the margins of 
which are variously produced into lobes (fig. 10 B). In Anopheles 
maculipennis (D) there are two large, thin posterior lobes, a pair of 
small tapering lateral lobes, and a single anterior lobe supported on 
a transverse basal bar. The spiracles (Sp) lie anteriorly; behind 
them is a median V-shaped sclerotization on the floor of the basin, 
and on each posterior lobe is a weak submarginal sclerotization. As 
the Anopheles larva feeds stretched out against the surface film of 
the water the peritremal basin projects just above the water with the 
spiracles freely exposed to the air. When the larva submerges, the 
whole apparatus folds up and the lobes clamp tight together (C). 
Imms (1908) describes three sets of paired muscles that effect the 
closing of the lobes, which retain a bubble of air between them. When 
the muscles relax the lobes open. Curving around the end of the 
ninth segment beneath the ends of the posterior lobes is a narrow semi- 
circular bar that supports on each side a small plate bearing a comb 
of strong recurved bristles (D), or in some species is armed with 
spines or teeth. 

In the larvae of Culicinae and Toxorhynchitinae the spiracles are 
carried out on the end of a tube, or siphon, varying in length and 
thickness in different genera (fig. Io E,F). The spiracles are at the 
end of the tube and are surrounded by lobes similar to those in 
Anopheles, but necessarily much smaller (H). When the larva is at 


no. 8 ANATOMICAL LIFE OF THE MOSQUITO—SNODGRASS 29 


the surface it hangs from the end of the siphon with the spiracles ex- 
posed to the air (G). Two strands of slender muscle fibers traverse 
the tube and converge to attachments on a strong apodeme from the 
terminal apparatus. 

An extensive comparative study of the peritremal structure has 
been made by Montschadsky (1930) from a taxonomic standpoint. 
His illustrations are not realistic since they appear to have been drawn 
from flattened specimens, and the sclerotic parts are overemphasized 
by an unnaturally dark tone, but they show the great specific variation 
in the pattern of the peritremal lobes. 

Glands associated with the spiracular apertures have been described 
by Keilin, Tate, and Vincent (1935). The secretion is oily and serves 
to give a hydrofuge quality to the peritremal surface, which prevents 
wetting and the entrance of water into the spiracles. 

Though the respiratory siphon is primarily constructed for breath- 
ing air at the surface of the water, in species of Mansonia and a 
species of Ficalbia it is modified for insertion into the roots of aquatic 
plants. The siphon tapers distally and the apex is armed with spines, 
teeth, and hooks, which, operated by the inner muscles of the tube, 
enable the larva to insert the tip of the organ into the plant. In 
Mansonia indubitans (fig. 11 A) the siphon is large, conical in shape, 
and narrowed at the distal end. The apex is not sharp, but is armed 
with a pair of strongly toothed movable lobes (B), which can be re- 
tracted and brought together, or protracted with the teeth turned out- 
ward. The siphon in this case is a cutting and not a piercing instru- 
ment. It contains only one tracheal trunk, formed by the union of 
the dorsal body trunks in the eighth abdominal segment, and there 
is a single median, ventral spiracle between the bases of the toothed 
lobes. These larvae live entirely submerged and obtain their air from 
the air channels of the plant, to which they remain attached. 

According to Iyengar (1935a, 1935b) species of Mansonia in India 
attach themselves only to the water plant Pistia stratiotes. To insert 
the siphon the larva moves backward with the siphon held horizon- 
tally and thrusts the tip against the root. It then wriggles actively 
backward, while it operates the apical armature with muscles attached 
on a rodlike apodeme, until the end of the siphon penetrates the root 
deep enough to enter an air chamber, when apical hooks anchor the 
larva to the root. The adult female lays her eggs only on submerged 
leaves of the Pistia plant, thrusting her abdomen into the water to do 
so, and where Pistia is not present she will lay no eggs. 

While most other mosquito larvae spend most of their time at the 


30 SMITHSONIAN MISCELLANEOUS COLLECTIONS VOL. 139 


surface of the water, any of them can stay below without apparent 
discomfort, and some do so indefinitely. It was formerly supposed 
that the four thin-walled tracheated lobes borne on the end of the 
tenth abdominal segment were gills serving for underwater respira- 
tion. Wigglesworth (1933), however, has produced evidence that 





Fic, 11.—Respiratory tubes of larvae and pupae that get their air from the 
roots of aquatic plants. 


A, Mansonia indubitans, terminal segments of larva. B, Same, apical part of 
siphon, ventral. C, Mansonia sp., thoracic respiratory horns of pupa, dorsal. D, 
Same, right horn, mesal. E, Mansonia richiardii, pupal respiratory horns, dorsal 
(from Wesenberg-Lund, 1920-21). F, Ficalbia hybrida, terminal part of pupal 
respiratory horn (from Bonne-Wepster, 1932). 

An, anus; Tra, trachea. 


these lobes are water-absorbing organs rather than gills. By immers- 
ing larvae in a water culture of the flagellate protozoon Polytoma, 
which is highly sensitive to the amount of oxygen in the water, he 
found that the flagellates first assemble at the posterior end of the 
larva and then spread all over the body surface. Soon, however, they 
move away in a mass, indicating that oxygen is being consumed by 


no. 8 ANATOMICAL LIFE OF THE MOSQUITO—SNODGRASS ie 


the general integument of the larva as well as by the anal lobes. The 
submerged mosquito larva, therefore, breathes through its skin, and 
some other aquatic larvae are known to do the same. 

From experimental ligaturing of the body of the larva in different 
places, Wigglesworth furthermore showed that the larva absorbs 
water from the posterior end of the body, presumably through the 
thin, permeable anal lobes. During feeding, the larva does not swallow 
the water taken into the pharynx with its food, this water, as already 
noted, being discharged from the mouth. The anal lobes thus serve 
to maintain the physiological balance of water in the larval body. 


INTERNAL ANATOMY 


Inasmuch as the principal specializations of the mosquito larva have 
to do with feeding and breathing, there is little in the internal or- 
ganization that is essentially different from that of other insects. 

The tracheal system.—The tracheal system of most insects in- 
cludes a pair of lateral tracheal trunks running lengthwise through 
the body, with which the lateral spiracles are connected. Many insects, 
however, have also a pair of dorsal longitudinal trunks. In dipterous 
larvae, including the mosquito larva, that breathe through dorsal 
spiracles, the dorsal trunks are particularly large (fig. 10 A, dTra), 
and the lateral trunks connected with the closed lateral spiracles 
are mutch reduced. The dorsal spiracles of the ninth abdominal 
segment are evidently secondary respiratory apertures to allow the 
larva to breathe at the surface of the water, since it is hardly to be sup- 
posed that a primitive lateral spiracle could migrate dorsally and 
change its tracheal connections. In general the last pair of lateral 
spiracles is on the eighth segment. In the larvae of higher Diptera 
there is also a pair of secondary anterior dorsal spiracles on the thorax. 

The fine end branches of the insect tracheal system in general go to 
the cells of the body tissues, which are thus directly oxygenated. In 
the larva of Anopheles, Imms (1907) describes a series of small tubes 
from the longitudinal trunks in the eighth abdominal segment that 
break up into fine branches going to the posterior end of the heart. 
Imms suggested that these branches may oxygenate the blood in the 
heart, but Jones (1954) says they end on the heart wall. 

At each larval ecdysis the cuticular intima of the tracheal tubes is 
shed with the outer cuticle. In the mosquito larva, according to Wig- 
glesworth (1949), the intima of the main tracheal trunks breaks be- 
tween the segments, and the pieces attached to the shed cuticle are 
drawn out through the lateral and the posterior dorsal spiracles of 


32 SMITHSONIAN MISCELLANEOUS COLLECTIONS VOL. 139 


the new instar. The lateral spiracles are then closed again, since they 
are not functional in the larva for respiration. In the same manner, 
at the ecdysis of the pupa the tracheal trunks in Culex are said by 
Hurst (1890) to break up into segmental pieces, which are pulled out 
through the temporarily opened spiracles. The soft inner tissue of 
the respiratory siphon is withdrawn into the body where it is finally 
absorbed. The siphon itself is shed with the larval cuticle, and its two 
tracheal trunks break off at the base. 

The tracheal system of the young larva on hatching is filled with a 
liquid. According to Frankenberg’s (1937) observation on Culex, 
air enters the tracheae only when the end of the respiratory siphon 
comes above the water surface. One of the dorsal longitudinal trunks 
fills first, and then the other. The air is drawn into the tracheae as 
the embryonic liquid diffuses through the tracheal walls. 

The dorsal blood vessel——vThe dorsal blood vessel of the mosquito, 
particularly in Anopheles quadrimaculatus, has been elaborately de- 
scribed by Jones (1954). Structurally it differs in no essential respect 
from the vessel of other insects, except for a dilatation, or sinus, of 
the aorta in the thorax. The larval organ is a simple muscular tube 
extending along the midline of the back from the eighth abdominal 
segment into the head. The part in the abdomen, known specifically as 
the heart, is perforated along the sides by eight pairs of segmental 
openings, or ostia. The part in the thorax, called the aorta, is im- 
perforate. In the head the aorta goes beneath the brain, where it is 
open ventrally allowing the blood to be freely discharged into the head 
cavity, whence it flows backward through the body to reenter the heart 
through the ostia. The larval heart, Jones says, always beats forward 
at an average of 85.2 pulsations a minute, but it has no nerve connec- 
tions. Along the sides of the heart are attached the usual fan-shaped 
segmental groups of muscle fibers, the so-called alary muscles, that 
support the heart on the body wall. 

The alimentary canal.—In the mosquito larva the alimentary canal 
(fig. 12) is a relatively simple tube. It consists of the usual three 
parts of the arthropod digestive tract, an ectodermal stomodaeum, an 
endodermal mesenteron, and an ectodermal proctodaeum. The sto- 
modaeum begins in the head with the pharynx (Phy), which is fol- 
lowed by a narrow oesophagus (Oe) that goes through the neck into 
the thorax, where it enters the first part of the mesenteron, known as 
the cardia (Car). (This term, borrowed from vertebrate anatomy, 
has no literal significance in the insect.) Within the cardia the oesopha- 
geal walls are reflected to form the usual entrance funnel of the 


no. 8 ANATOMICAL LIFE OF THE MOSQUITO—SNODGRASS 33 


stomodaeum into the mesenteron. The cardia is followed by a long, 
straight tube, the stomach, or ventriculus (Vent), that extends back 
into the seventh abdominal segment. The anterior end of the ventricu- 
lus bears a circle of eight large pouchlike diverticula, the gastric 
caeca (GCa). The dark mass of food particles in the ventriculus is 
contained in a thin tubular peritrophic membrane (PMb), shown by 
Wigglesworth (1930) to be secreted by the cell walls of the cardia 
surrounding the stomodaeal funnel. The proctodaeum, or intestine, 
is differentiated into a short anterior part (Alnt), and a longer 
posterior part, or rectum (Rect). The anterior intestine begins as an 
expansion against the end of the ventriculus, and then narrows to a 
tube that makes an S-shaped bend to the saclike anterior enlargement 





Fic. 12—Lengthwise section of a Culex larva, showing the alimentary canal. 


Alnt, anterior intestine; An, anus; Car, cardia (anterior part of ventriculus) ; 
GCa, gastric caeca; Hstm, hypostomium; Mal, Malpighian tubules; Mth, mouth; 
Oe, oesophagus; Phy, larval pharynx; PMb, peritrophic membrane; Lect, 
rectum; S/G/d, salivary glands; Vent, ventriculus (stomach). 


of the rectum, which finally proceeds as a narrow tube to the anus 
(An). ae 

For a detailed study of the general structure, histology, and move- 
ments of the larval alimentary canal of Anopheles the reader is 
referred to a forthcoming paper by Jones (in press). 

The Malpighian tubules—The excretory Malpighian tubules of 
the larva (fig. 12, Mal) are five in number. They arise from the an- 
terior end of the proctodaeum, first going forward into the sixth 
abdominal segment, and then turning posteriorly to end in the sub- 
terminal segment around the rectal sac. 

The salivary glands——The larva has a pair of small salivary glands 
of various shapes lying ventrally in the thorax (fig. 12, SIG/d). The 
ducts unite in a common outlet duct that enters the head and opens on 
the labiohypopharyngeal surface just below the mouth (fig. 15 A, 
SIO). The glands usually consist each of two parts of different shape 


34 SMITHSONIAN MISCELLANEOUS COLLECTIONS VOL. 139 


separated by a constriction. The histology of the glands in Anopheles 
larvae has been described by Jensen and Jones (1957). In Anopheles 
albimanus the globular anterior part of each gland consists of 12 to 15 
large cells; the pear-shaped posterior part contains 50 to 60 much 
smaller cells. The glands of opposite sides are connected by a strand 
of nephrocytes. In other genera the relative size and shape of the 
two gland parts differ in various ways. 

The nervous system.—The central nervous system of the larva in- 
cludes a brain and suboesophageal ganglion in the head, and a ventral 
chain of segmental ganglia in the abdomen united by paired connec- 
tives. The last ganglion is that of the eighth abdominal segment. 

The reproductive organs——Rudiments of the reproductive organs 
are present in the young larva in a very elementary state; they 
slowly develop during the larval life. 

Food reserves.—The insect larva has no idea of the meaning of its 
life or of what is to become of it. Its hereditary factors automatically 
determine its destiny by converting it into a pupa and finally into an 
adult. Yet, physiologically, the larva is loaded with responsibilities. 
Not only must it maintain its own existence, but at the same time it 
must provide for the future nutritional needs of the pupa and for its 
transformation to the adult. In the mosquito pupa there is a minimal 
breakdown of larval tissues to furnish food for the developing adult 
organs. The active mosquito pupa, moreover, is not a “resting stage,” 
and, since it cannot eat, it is dependent upon the larva for everything 
except the air it breathes. An important function of the larva, there- 
fore, is the storage of food reserves in its body to maintain the pupa 
and to insure the development of the adult. Only when the winged 
adult finally emerges from the pupal skin can the mosquito again take 
food and become once more an independent, self-sustaining insect. 

The elaboration and storage of food reserves in the body of the 
fourth-instar mosquito larva is the subject of a special study by 
Wigglesworth (1942). The stored materials include principally pro- 
tein, fat, and glycogen, which are shown by experiments to be rapidly 
consumed when the larva is subjected to starvation, and replenished on 
subsequent feeding. Normally, it is to be supposed, the stored prod- 
ucts are passed on intact to the pupa, but Wigglesworth does not go 
into this phase of the subject, or follow the utilization of the reserves 
by the pupa. The matter, however, is well-enough known in other 
insects. 


Peewee 


The active pupa is familiar to all students of mosquitoes after its 
ecdysis from the larva. The fact, however, that it is already fully 


no. 8 ANATOMICAL LIFE OF THE MOSQUITO—SNODGRASS 35 


formed shows that it became a pupa while still within the larval cuticle. 
It will therefore be of interest to follow the transformation processes 
that convert the larva into a pupa. 


THE PUPAL DEVELOPMENT 


As before noted, the primary buds of the pupal wings, legs, and 
respiratory trumpets are formed at an early larval period in pockets 
of the epidermis beneath the cuticle, as are also those of the antennae 
and the labium, and rudiments of the compound eyes are present in 
the first instar. 





Fic. 13.—Pupae in natural floating position against the surface of the water. 


A, Aedes atropalpus. B, Anopheles punctipennis. 


The development of the compound eyes of the mosquito has been 
described by Zavrel (1907), by Constantineanu (1930), and by Sato 
(1951a, 1953a, 1953b). The eye rudiments are first evident in the 
first larval instar as thickenings of the epidermis just in front of the 
larval eyes. With development of the eye pigment, the compound eyes 
become visible externally in the second instar or the early part of the 
third instar. From then on they increase in size as the ommatidia are 
slowly differentiated in the epidermis. During the larval stage the 
ommatidia are covered by the unmodified cuticle, but in the pupa the 
cuticle over each ommatidium becomes convex and the corneal facets 
are thus defined. After emergence of the adult the lenses become bi- 
convex, and the ommatidia are completed in from 3 to 12 hours, but 
the lenses may continue to thicken during the first 24 hours of adult 
life. 

The early development of the wings and legs in the mosquito larva 
is nothing unusual. The leg buds are always formed in the embryo, 
and all immature insects have legs, whether external or internal. Like- 


36 SMITHSONIAN MISCELLANEOUS COLLECTIONS VOL. 139 


wise the young of all winged insects have wing rudiments developing 
either externally or internally. The unusual thing about the mosquito 
and related Diptera is that the legs, wings, and pupal respiratory 
trumpets are fully extruded beneath the cuticle of the thorax at the 
third larval moult instead of at the moult to the pupa (fig.9 C). The 
wings are still in the form of pads (W2, Ws), but the legs (E) are 
already fully segmented appendages. 

At a somewhat later period of the fourth instar, the larval cuticle 
is separated from the abdomen except at the posterior end (fig. 14), 
and beneath the cuticle on the back of the first segment are now seen 
the two small suspensory brushes of hairs characteristic of the pupal 
abdomen. The thorax and the abdomen inside the moulted larval 





Fic. 14.—Fourth-instar larva of Aedes aegypti with larval cuticle (/Ct) 
moulted over the thorax and most of the abdomen. The inner cuticle (pCt) 
is that of the pupa. 


cuticle, therefore, pertain to the future pupa. The head cuticle of the 
larva has not yet been moulted, so that the larva in the fourth instar 
still feeds with its own mouth parts. It breathes with its posterior 
respiratory apparatus, and uses for locomotion the muscles now in the 
pupal abdomen. 

The condition found in the mosquito is simpler than that described 
by Hinton (1958b) in Simulium. Here the fully formed pupa still 
within the larval skin is active for several days before ecdysis. Its 
activity is due to the fact that many of the former larval muscles, in- 
cluding those of the head, remain attached by tonofibrillae to the 
moulted cuticle of the larva. The pupa of Simulium is thus able to 
use the larval organs, and it not only continues to feed, but spins its 
own cocoon. In the mosquito there is no evidence of muscles retain- 
ing their attachment on the moulted larval cuticle; the insect feeds 
with the larval mouth parts until the latter are cast off at the final 
pupal moult. 

The larval musculature of the thorax and abdomen is said by 
Thompson (1905) in Anopheles to go over into the pupa and the 


no. 8 ANATOMICAL LIFE OF THE MOSQUITO—SNODGRASS 7 


adult with little alteration. The rudiments of the future wing muscles, 
however, are present in the thorax during the last larval instar. Hulst 
(1906), on the other hand, reports that in the larva of Culex there 
takes place an extensive histolysis and histogenesis of the body mus- 
culature, beginning when the larva is two-thirds grown. Some imaginal 
muscles thus appear first in the larva, particularly those of the wings 
and legs, prior to the advent of the pupal stage. Destruction of the 
larval muscles of the abdomen, however, Hulst says, is not complete 
even in a late stage of the pupa. In the Simuliidae, according to 
Hinton (1959), “the indirect flight muscles and the tergal depressor 
of the trochanter develop quite independently of the larval muscles 
in all post-embryonic stages.” 

Histological changes in the alimentary canal beginning in the larva 
have been described by Samtleben (1929), by Berger (1938) for 
Culex, and by Richins (1945) for Aedes. The replacement of func- 
tional cells from regenerative cells in the ventriculus during larval life 
is generally in other insects not a metamorphic process but the usual 
procedure of replacing worn-out digestive cells by new cells. At the 
fourth ecdysis to the pupa, however, Berger (1938) says, rapid 
changes take place. The alimentary canal of the pupa, well illustrated 
by Hurst (1890), differs from that of the larva, but is still not that 
of the adult. The short pupal stomach is said by Richins to be formed 
from only the posterior part of the larval stomach. According to 
Samtleben no specific pupal epithelium is formed for the pupal 
stomach. 

Considering the precocious development of so many of the imaginal 
organs, the fourth instar of the mosquito larva presents the anomalous 
condition of being part larval and part pupal. In other words, the 
pupal development begins within the larva long before its completion 
at the pupal ecdysis. It ends with the formation of the pupal head, 
mouth parts, and tail fins. 

In most young insects the endocrinologists find that the larval struc- 
ture is maintained by the inhibitory action of the corpus allatum hor- 
mone on the adult development until the end of the larval life. The 
early origin of pupal organs in the mosquito larva and the continu- 
ance of their development through the larval period shows, however, 
that the juvenile, or status quo, hormone does not necessarily function 
as a complete inhibitor of adult development. In the mosquito it ap- 
pears to be selective in its action, allowing the growth of pupal parts 
that do not interfere with the normal activities of the larva, while it 
maintains to the end of the larval period such parts as the head, feed- 


38 SMITHSONIAN MISCELLANEOUS COLLECTIONS VOL. 139 


ing organs, and respiratory apparatus that are essential to the life of 
the larva. 

The corpora allata of the mosquito larva are described by Boden- 
stein (1945) as a “corpus allatum complex” composed of two small 
cellular bodies of elongate form, tapering posteriorly, attached laterally 
on the aorta just behind or within the neck. Anteriorly they adhere 
closely to a transverse trachea and are connected with each other by 
a loose chain of cells. Each body is entered by a slender nerve from 
the brain. Since the bodies contain different kinds of cells it is possible 
that they include elements of the usually separate corpora cardiaca. In 
higher Diptera the aorta is surrounded by a cellular ring, which is 
thought to include the corpora allata and corpora cardiaca, but accord- 
ing to Bodenstein the nature of the cells in the mosquito larva is not 
certain. The larval complex goes over into the adult in reduced form 
as two small, rounded bodies lying on the sides of the aorta. 

If the fourth-instar larval mosquito behaves as other larvae have 
been shown to do when experimentally given an extra dose of juvenile 
hormone, it should go over into a fifth larval instar. In this case the 
larva issuing from the fourth-instar cuticle would have external legs 
and wings! We can only wait the results of some endocrinologist who 
may make the experiment. 

When at last the cuticle of the larval head is moulted, taking with 
it the larval antennae and mouth parts, the corresponding pupal organs 
are rapidly developed within the still-unshed larval cuticle. The recon- 
struction of the mouth parts involves an extreme change from the 
specialized organs of the larva to the equally but differently specialized 
organs of the adult. The development of the pupal mouth parts has 
been described by Thompson (1905) for Culex, and by Imms (1908) 
for Anopheles. 

The pupal labrum begins its growth as a fold of the epidermis at 
the anterior end of the dorsal wall of the head that first extends pos- 
teriorly beneath the cuticle (fig. 15 B, pLm). The fold elongates 
(C, Lm) and finally turns forward and downward over the other 
mouth parts. The buds of the new mandibles and maxillae are formed 
directly from the epidermis retracted into the bases of the larval 
organs. An early stage of their development still within the larval 
cuticle is seen at C of the figure taken from Thompson. The labium 
and the hypopharynx of the larva, as already shown, are greatly re- 
duced and united in an area between the mouth and the hypostomium, 
the two components being separated only by the opening of the 
salivary duct. In Aedes the labiohypopharyngeal complex as shown by 


no. 8 ANATOMICAL LIFE OF THE MOSQUITO—SNODGRASS 39 


Salem (1931) forms a distinct lobe below the mouth (fig. 15 A, Hphy, 
Lb), as it does also in a tipulid larva (fig. 7 A). The rudiment of the 
pupal labium within the larval labium (fig. 15 A, pLb) is said by 
Imms (1908) to be a pair of hollow lobes confluent at their bases. 
There is no separate rudiment of the adult hypopharynx. It is shown 
by Thompson (1905) that the hypopharynx is still united with the 
pupal labium (fig. 15 B) when the larval cuticle (/Ct) is moulted. 
Later, as will be described, the hypopharynx of the adult female is 
separated from the labium. In their final stage of development the 
pupal mouth parts have become greatly lengthened and are closely 
pressed together in a long curved proboscis (D). 

Rudiments of the pupal tail fins are formed beneath the cuticle of 
the fourth larval instar behind the respiratory apparatus, and the 
primary buds of the male external genital organs appear beneath the 
cuticle of the same instar behind the sternal region of the ninth 
abdominal segment. 


THE MATURE PUPA 


The pupa at ecdysis (fig. 16 A) is fully formed in all its outer parts 
and thereafter does not change externally. It is clearly a preliminary 
adult with the appendages in a halfway state of completion. The pupa 
can hardly represent a former active stage in the life of the mosquito, 
since its mouth parts are unfitted for any kind of feeding. The pupal 
thorax has already assumed the approximate size and shape of the 
adult thorax. In Simuliidae, Hinton (1959) says, the definitive 
thoracic structure is developed during the pharate stage of the pupa. 

General external structure.—The head and thorax of the mosquito 
pupa are combined in a large cephalothorax, from which projects the 
slender abdomen (fig. 16 A). When at rest the pupa floats at the sur- 
face of the water (fig. 13), but it does not hang from its respiratory 
trumpets (as it often does in pictures). The back of the thorax and 
of the two anterior abdominal segments comes against the water, 
while the rest of the abdomen hangs downward as ballast. The open 
ends of the respiratory trumpets project just above the surface of the 
water, and two small brushes of spreading hairs on the back of the 
first abdominal segment help keep the pupa suspended. The floating 
position of the pupa is necessary for the future emergence of the 
adult, and is maintained by bubbles of air enmeshed in the folds of 
the legs and beneath the wings. 

The source of the air that maintains the buoyancy of the pupa, 
according to Hurst (1890), appears to be a pair of large open spiracles 


40 SMITHSONIAN MISCELLANEOUS COLLECTIONS VOL. 139 





Mada Mx MxPlp 





Fic. 15.—Development of pupal mouth parts and an adult leg. 


A, Vertical median section through labiohypopharyngeal lobe of larva of 
Aedes, with contained rudiment of pupal labium (from Salem, 1931). B, Section 
of anterior part of head of Culex larva, with pupal labrum and labium forming 
inside the unshed larval cuticle (from Thompson, 1905). C, Head of Culex 
pupa removed from larval cuticle, with pupal mouth parts in early stage of 
development (from Thompson, 1905). D, Pupal head of Aedes aegypti, lateral. 
E, Same, anterior. F, Fully developed pupal mouth parts of Aedes aegypti. 
G, Distal part of a pupal leg with adult leg formed within it. 

Ant, antenna; Aul, aulaeum; C/p, clypeus; Hphy, hypopharynx; Li, first leg; 
Lb, labium; /Ct, larval cuticle; Lm, labrum; Md, mandible; Mx, maxilla; 
MxPlp, maxillary palpus; pLb, pupal labium; pLm, pupal labrum; P/p, palpus; 
ae salivary duct; S/O, salivary orifice ; SoeGng, suboesophageal ganglion; 

, tibia, 


no. 8 ANATOMICAL LIFE OF THE MOSQUITO—SNODGRASS 4I 


on the sides of the first abdominal segment of the pupa covered by 
the metathoracic wing pads. The tracheal system of the pupa, how- 
ever, is so weakly developed that it would hardly seem capable of 
supplying the amount of air carried by the living pupa. Manzelli 





Fic. 16.—The pupa. 


A, Aedes aegypti, male pupa, lateral. B, Same, terminal part of female 
abdomen. C, Culex sp., thorax and base of abdomen, dorsal. D, Same, end of 
female abdomen, dorsal. E, Same, apical structures of male abdomen. F, Same, 
phallic organ of male pupa, ventral. 

br, suspensory brush of first abdominal tergum; H, head; Ns, metanotum; 
PhL, phallus; Prb, proboscis; Rect, rectum; S, sternum; 7, tergum; #f, tail fin; 
Tmp, respiratory trumpet; W+2, mesothoracic wing; Ws, metathoracic wing; 
I-X, abdominal segments. 


(1941) described and figured the pupa as “enclosed in a sac-like struc- 
ture,” which he says “has long been seen by all mosquito workers and 
is usually known to them as the pupal shell.” This is a curious state- 
ment, since no such structure exists. Furthermore, the “shell” is said 


42 SMITHSONIAN MISCELLANEOUS COLLECTIONS VOL. 139 


to enclose a large air cavity, but on pressing a pupa in alcohol the air 
issues as free bubbles from beneath the legs and wings. 

The pupa has two features that are peculiarly its own. First are 
the trumpet-shaped respiratory tubes projecting from the back of 
the thorax (fig. 16C, Tmp), and second, a pair of thin, oval fan- 
shaped tail fins, or paddles, borne on the end of the abdomen (A, tf). 
Because it is necessary for the pupa to float with the back of its 
thorax against the surface of the water, with the abdomen hanging 
down, it had to discard the posterior spiracles of the larva and have 
its breathing apertures forward. The trumpets are connected with 
the anterior ends of the dorsal longitudinal tracheal trunks, and their 
open ends project just above the surface of the water. 

It is a curious fact that in species of Mansonia and Ficalbia, the 
larva of which gets its respiratory air from the roots of aquatic plants, 
the pupa does the same thing by means of its thoracic trumpets. The 
trumpets in these species are drawn out into a pair of long horns 
directed forward from the thorax. In Ficalbia hybrida each horn 
ends in a pair of tapering blades (fig. 11 F), but in species of Man- 
sonia each terminates with a strong, curved spine. The spines of 
Mansonia richiardiu (E) are convergent and are said to be applied 
close against each other as inserted into the plant. In the species shown 
at C of the figure the spines are divergent, and, as in other species, 
each is bordered anteriorly and posteriorly (D) by a very thin, trans- 
parent, faintly striated flange. A trachea (C,E, Tra) is attached to 
the base of the organ, but does not penetrate the latter. The cylindrical 
basal stalk contains a wide lumen, which narrows abruptly where it 
enters the spine and opens by a minute aperture at the tip. Wesenberg- 
Lund (1920-21), however, says of M. richiardu that “the trachea runs 
through the whole tube,” and Grossbeck (1908) figures a tube of 
Culex perturbans with a trachea going through it to the tip of the 
spine. It seems very unlikely, however, that the thoracic respiratory 
tubes in any case contain tracheae. They are merely elongated trum- 
pets, and a typical trumpet is an open funnel with the trachea opening 
into its base (fig. 17 C, Tra). 

As the pupa of Mansonia emerges from the larval skin, according 
to Galliard (1934) as quoted by Marshall (1938), it brings the tips 
of its horns together and searches for a neighboring root. Then it 
violently works its way out of the anchored larval skin and at the 
same time inserts its horns. When the adult is ready to emerge, the 
pupa breaks away from the plant and comes to the surface where it 
floats by reason of two tracheal air sacs in the thorax. The winged 
mosquito thus escapes into the air in the usual manner. 


No. 8 ANATOMICAL LIFE OF THE MOSQUITO—SNODGRASS 43 


It is truly remarkable that the same kind of structural adaptation 
for the same purpose has occurred twice in the life of the same indi- 
vidual, affecting two different organs. Furthermore, with the acquisi- 
tion of a new structure designed for a new use, the insect must be 
twice endowed with a new instinct for using the modified organs. It 
is enough to make us wonder if we really understand the nature of 
biological adaptation. 

Though pupae that breathe free air ordinarily float at the surface 
of the water, they can escape danger by darting around on the surface 
or submerging quite as actively as the larvae by snapping movements 
of the flexible and well-musculated abdomen. The large tail fins are 
organs for increasing the motor efficiency of the abdomen. Func- 
tionally they are comparable to the tail fan of a crayfish. The pupa 
when swimming progressively on or below the surface kicks back- 
ward with its abdomen and propels itself forward, but the crayfish 
does just the opposite. When the pupa swims downward in the water, 
however, it goes tail first, and thus maintains its floating position. 
If it remains inactive it passively rises to the surface, otherwise it 
swims up by abdominal movements. 

The head and mouth parts ——The head of the pupa (fig. 16 A, H) is 
closely attached to the lower anterior angle of the thorax, with its 
true dorsal surface directed anteriorly. It retains nothing of the 
structure of the larval head. The long, many-jointed antennae curve 
upward and backward beneath the lower edges of the wings. The 
large, black compound eyes (fig. 15 D, E) are conspicuous beneath 
the cuticle, and between them the clypeal region (E, Clp) makes a 
prominent bulge on the face. Posteriorly the head is produced into 
a long, tapering proboscis that lies beneath the thorax with its end 
upcurved behind the lower legs (fig. 16 A, Prb). The component 
elements of the proboscis are closely adherent (fig. 15 E), but are 
easily separated (F). Along the lower side is the relatively thick 
labrum (E, Lm) which is continuous from the clypeus. Flanking the 
labrum are the very delicate slender mandibles (Md), and bordering 
the mandibles are the maxillae (Mx). The wide base of each maxilla 
bears a free, tapering palpus (F. Plp). On the posterior (upper) side 
of the proboscis is the soft, slender, tubular labium ending in a bifid 
tip (F. Lb). There is no free hypopharynx in the young pupa. 

As we have seen, the hypopharynx is not separated from the labium 
in the larva, and the two parts go over still united into the pupa, with 
the salivary duct enclosed between them. In most adult insects the 
hypopharynx is an independent suboral lobe, and the salivary duct 


44 SMITHSONIAN MISCELLANEOUS COLLECTIONS VOL. 139 


opens behind its base in front of the labium (fig. 23, SIO). The fe- 
male of the mosquito and other adult Diptera possesses a free hypo- 
pharyngeal stylet, but it is traversed by the salivary duct. According 
to Thompson (1905) the hypopharynx of the female mosquito is 
differentiated by cellular growth from the median line of the anterior 
(lower) surface of the labium during the pupal stage. Since the 
hypopharynx, when it becomes a free stylet, contains the salivary 
duct, it would seem that in its separation from the labium it must take 
a part of the labium with it. In the male the hypopharynx is not 
separated from the labium, and the salivary channel remains in the 
labium. Dimmock (1881) says that in the male of Culex “the hypo- 
pharynx is, throughout its whole length, joined to the labium,” and 
Hurst (1890) observes that it is “inseparable from the labium.” 

The fact that the hypopharynx of Diptera contains the salivary 
duct has given rise to the idea that this stylet is a new formation not 
homologous with the hypopharynx of other insects (see Demerec, 
1950, pp. 375, 376). Yet the stylet in Diptera has all the usual rela- 
tions of the hypopharynx to surrounding parts, and its base forms 
the floor of the preoral cibarial pump (fig. 24 E), just as in the 
cockroach (fig. 23) and other generalized insects. 

The cuticle of the pupal mouth parts represents the organs as 
they are developed in the pupa. Inside the cuticular sheaths a renewed 
growth of the epidermis produces the final adult form of the stylets, 
just as the adult legs are formed within the cuticle of the pupal legs 
(figs. 15 G, 17 A). The segmented maxillary palpus of the adult, for 
example, is clearly seen inside the simple palpal sheath of the pupa 
(fig. 15 F, Plp), and within the end of the pupal labium (Lb) are 
visible the labellar lobes of the adult. 

The thorax.—The large thorax of the pupa is indistinctly seg- 
mented, but it bears the legs and wings, and carries on its back the 
respiratory trumpets (fig. 16 A). The legs and the wings of the pupa 
have been taken over directly from the larva. The legs have increased 
in length and their joints are more distinct (fig. 17 A), but they are 
closely folded in loops against the sides of the thorax as in the larva. 
The mesothoracic wings are much larger and more winglike in shape; 
the hind wings are still triangular lobes of the metanotum. Within 
the cuticle of the pupal appendages are plainly seen the developing 
appendages of the adult. The venation of the forewing is already 
laid out (D). Within the hindwing may be seen the club-shaped 
halter (E, Hit), which, whatever may be its evolutionary history, is 
not formed in ontogeny by a gradual modification of the wing. 


no. 8 ANATOMICAL LIFE OF THE MOSQUITO—SNODGRASS 45 


The abdomen.—The abdomen of the pupa (fig. 16 A) resembles 
that of the larva except for the lack of the respiratory apparatus, the 
presence of the tail fins (tf), and the reduction of the tenth segment 
(X) to a small anus-bearing lobe. The dorsum of the first segment 
has a special pattern of sclerotization (figs. 16 C, 17 F) and bears the 
two brushes of spreading hairs that keep the base of the abdomen sus- 
pended at the surface of the water. It is suggested by Hurst (1890) 
that these brushes, besides serving as suspensoria, probably also are 





Fic. 17.—Pupal characters and an adult leg of Aedes aegypti. 


A, Left third leg of pupa with adult leg formed inside the cuticle. B, Same 
leg of adult on emergence, same magnification. C, Right respiratory trumpet, 
mesal. D, Left mesothoracic wing with adult wing inside the cuticle. E, Left 
metathoracic wing with halter forming inside it. F, Metanotum and first two ab- 
dominal segments. G, End of abdomen with tail fins. 

Hilt, halter; Ns, metanotum; Tra, trachea; Ws, metathoracic wing; I, IJ, first 
and second abdominal segments. 


sensory organs responding to vibrations in the water. The pupa be- 
comes immediately active on any disturbance of the water, even to a 
tap on the containing vessel. 

The pupal tail fins, as usually drawn in illustration, appear to be 
attached to the end of the eighth abdominal segment (fig. 17 G). If 
they are pulled away from the eighth segment, however, they are 
seen to be carried by a transverse dorsal bar entirely separated from 
the tergum of the eighth segment (fig. 16 D,E, XT), which, in fact, 
is the tergum of the ninth segment. On it is supported also the small 
tenth segment (X). In the male pupa (E) the ninth segment is a 


46 SMITHSONIAN MISCELLANEOUS COLLECTIONS VOL. 139 


complete narrow annulus (JXT, XS) as in the adult male (fig. 27 B), 
and below the small tenth segment projects a pair of large lobes (fig. 
16 E, PhL) ona common base arising from the sternal arc of the ninth 
segment (F). These lobes are the genital appendages of the male as 
far as they are developed in the pupa. Male and female pupae, there- 
fore, can be distinguished by the presence (A) or absence (B) of the 
genital lobes (PHL), though in the male the lobes might be mistaken 
for the tenth segment, since the latter is mostly concealed above them 
(Ay Xx). 


THE PUPAL METAMORPHOSIS 


The pupal life of most mosquitoes is very short, two or three days 
or less, though with some species it is much longer. During this time 
the contour of the adult is modeled by new growth of the epidermis 
beneath the pupal cuticle, while the mouth parts, wings, halteres, and 
legs take on the adult structure within their pupal sheaths. At the 
same time reconstruction of internal organs takes place inside the 
body. The degree of reconstruction necessary to change the larval 
organs into those of the adult, however, is much less in the mosquito 
than in many other insects, especially in the higher Diptera. 

The mosquito pupa breaks with the tradition that a pupa is a “rest- 
ing stage” in the life of the insect. When an ordinary pupa is broken 
open it is seen to be full of a creamy mass of soft material resulting 
from the disintegration of the larval tissues. The inside of a mosquito 
pupa is as clean as that of the larva or the adult, and its organs appear 
to be intact. Whatever reorganization is going on takes place mostly 
inside the alimentary canal and the refuse is not thrown into the body 
cavity. 

The abdominal muscles are so well preserved that the pupa is an 
extremely active stage of the mosquito, and the thoracic muscles are 
so well developed that the pupa might be expected to fly if its wings 
were more mature. As already noted, Hulst (1906) has described the 
process of muscle histolysis and histogenesis as beginning in the larva, 
but he is not explicit as to what larval muscles are destroyed or when 
the imaginal musculature is completed. In Culex, according to Hurst 
(1890), the muscles of the pupa are those of the imago; the principal 
muscles are present in the young pupa, but they increase greatly in 
size. A casual examination of the abdominal musculature in the larva, 
pupa, and adult shows little difference between the stages, except for 
the greater size of imaginal muscles. However, we need a more de- 
tailed comparative study of the muscle pattern and more information 
on the replacement of individual muscles. 


no. 8 ANATOMICAL LIFE OF THE MOSQUITO—SNODGRASS 47 


The larval head musculature appears to be largely replaced by an 
imaginal musculature. According to Thompson (1905) there is an 
extensive histolysis of the larval head muscles, accompanied by a 
regeneration of muscles appropriate to the adult, which takes place 
in the eighth to tenth hour of pupal life. 

The pupal tracheal system is weakly developed and is difficult to 
see in dissections. According to Hurst (1890) tracheae go from the 
base of each thoracic trumpet to various parts of the head and body, 
and a transverse trunk connects the two trumpets. A pair of longi- 
tudinal trunks runs back to the rear end of the body, giving off 
branches to the internal organs and to the site of each spiracle. Only 
the spiracles of the first abdominal segment remain open. 

In his study of the heart of Anopheles quadrimaculatus, Jones 
(1954) reports that no evidence was found that the heart is “de- 
stroyed, reconstructed, or otherwise drastically modified during meta- 
morphosis.” In young pupae, according to Jones, the heart beats in a 
forward direction as in the larva, but later it may cease beating for 
prolonged periods of time. Circulation of the blood, therefore, ap- 
pears to be unessential for the regenerative changes taking place in 
the pupa. 

The alimentary canal of a young pupa, as described and illustrated 
by Hurst (1890) in Culex, might be supposed to be a functional organ 
if the pupa could feed. It more resembles the digestive tract of the 
larva than that of the adult, but since the adult feeds on a very dif- 
ferent kind of food from that of the larva, the alimentary canal under- 
goes a complete reconstruction in the pupa, details of which have been 
described by Hurst (1890), Thompson (1905), Samtleben (1929), 
and Richins (1938). The oesophagus is least affected insofar as its 
epithelium goes over intact from larva to adult, but the larval pharynx 
is lost, and an enlargement in the back of the head forms the post- 
cerebral sucking pump of the adult. In the thorax the dorsal and 
ventral diverticula of the adult grow out from the oesophageal wall. 
The larval gastric caeca are absorbed and not replaced in the adult. 
The larval epithelium of the stomach, according to Richins, de- 
generates completely and is cast off into the stomach lumen, as a new 
epithelium is formed by permanent regenerative cells. Transforma- 
tion in the proctodaeum is brought about partly by histolysis and 
histogenesis of the epithelium and partly by regrowth. The five 
Malpighian tubules of the larva go over into the adult without change. 
In the rectal sac of the pupa are formed six invaginations of the wall 
that become the rectal papillae of the adult. The salivary glands of 


48 SMITHSONIAN MISCELLANEOUS COLLECTIONS VOL. 139 


the larva degenerate and each is replaced by three slender tubules 
generated from cells in the neck of the larval gland. 

The central nervous system undergoes little change in the pupa 
other than growth and union of some of the ganglia. The first ab- 
dominal ganglion of the larva is drawn into the thorax, where it 
fuses with the metathoracic ganglion, and later the four ganglia now in 
the thorax condense into a single mass. The last abdominal ganglion 
of the larva unites with the ganglion of the seventh segment. In the 
adult mosquito, therefore, there are only six separate ganglia in the 
abdomen (fig. 30 C). In the head, as described by Woolley (1943) 
for Aedes, the brain and the optic lobes grow rapidly by peripheral 
formation of new cells. The circumoesophageal connectives shorten 
and the suboesophageal ganglion unites with the brain around the 
oesophagus. 

Though the visible changes that take place in the nervous system 
are slight, there must be a considerable reorganization of the internal 
structure. The behavior and instincts of the adult mosquito are en- 
tirely different from those of the larva. Since the activities of the in- 
sect resulting from sensory stimuli are determined by established 
neuromuscular pathways and synapses in the central nervous system, 
the system that serves the larva must be entirely reorganized into one 
appropriate for the activities of the adult. Of this, however, we know 
little or nothing in any insect. 


Ill. THE ADULT 


The adult mosquito fully formed within the pupa has now only to 
cast off its pupal mold to gain its freedom in the garb of a mature 
winged insect. But this is not easily done since the confined mosquito 
has no instruments for cutting or breaking the pupal cuticle. More- 
over, the wings, legs, antennae, and mouth parts are enclosed in tight- 
fitting sheaths, from which they must be slowly extracted. However, 
much as we might wish that the mosquito should remain a prisoner in 
the pupal skin, nature has made provision for its liberation. 

As noted by several observers, the first evidence that the adult is 
about to emerge is the appearance of a film of air beneath the pupal 
cuticle on the back of the thorax. A slight retraction of the adult ap- 
parently breaks the connections of the pupal trumpets with the tracheal 
system and thus allows air to escape beneath the cuticle. Usually a 
short piece of trachea remains attached to the base of each trumpet. 
According to Marshall and Staley (1932) rhythmical movements now 
begin in the sucking pump of the adult which draw the air forward, 


no. 8 ANATOMICAL LIFE OF THE MOSQUITO—SNODGRASS 49 


forming a bubble at the base of the proboscis. This air is then 
pumped into the stomach as a long narrow bubble that extends back to 
the fourth abdominal segment. Pressure by the distended abdomen 
now pushes the thorax forward until it ruptures the pupal cuticle in 
a median slit along the back from the neck to the end of the meso- 
thorax. Outside air then enters the cleft and is rapidly swallowed, 
going back in the stomach as far as the sixth abdominal segment and 
greatly distending the abdomen. Knab (1909), in describing the role 
of air in the ecdysis of insects, says of the mosquito that on emergence 
from the pupa it is distended with air far beyond its natural size, the 
integument being stretched to its utmost. According to the writer’s 
observations on emerging mosquitoes the degree of distention is highly 
variable, even with individuals of the same species. 

Pupae of Aedes aegypti, before the adult ecdysis, are observed to 
have the abdomen extended straight back from the thorax, and during 
the emergence it is held, or floats, in this position with the tail fins 
against the water surface (fig. 18 A). When the pupal cuticle splits on 
the back of the thorax, the thorax of the adult bulges out and pushes 
apart the lips of the cleft. This produces a transverse split over the 
back of the pupal head, so that the pupal skin can now be widely 
opened anteriorly (B) to allow the egress of the adult. At the same 
time the cuticle on top of the pupal head between the eyes breaks 
out and folds forward as a free flap beyond the antennal bases (A,B). 
Behind the antennae the anterior tentorial arms project internally as 
a pair of slender tapering rods (B). 

Inasmuch as the legs of the adult, as well as the wings and mouth 
parts, are enclosed in tight-fitting pupal sheaths, the mosquito cannot 
use its appendages for freeing itself. Yet, when the head and thorax 
are free, the abdomen follows and the entire adult slowly rises verti- 
cally from the pupal skin as if pushed out from below. The legs and 
wings are at first closely pressed against the body, but as the legs 
are freed they at once become active, and appear to be reaching for 
the surface of the water. The mosquito seems to know instinctively 
that now and henceforth it must support itself on its legs. It will be 
noted that the legs of the emerged adult are greatly longer than their 
pupal sheaths ; the hindleg of an Aedes (fig. 17 B), for example, may 
lengthen to two and a half times the length of the corresponding folded 
leg of the pupa (A). When the end of the abdomen and the wings 
are finally out of the pupal thorax and the legs are all free, the new 
insect confidently steps out onto the surface of the water and calmly 
walks away from the discarded pupal skin. It may come to rest on 


50 SMITHSONIAN MISCELLANEOUS COLLECTIONS VOL. 139 


some nearby floating object (as a bit of cardboard in the aquarium), 
but usually in a very short time it is able to fly, and immediately is 
gone. Sometimes, however, mosquitoes in culture appear to have 
much difficulty in finally extracting their legs; often they fall over 
on the surface of the water, and some perish in this position with 
their tarsi still held in the pupal sheaths. It is probable that in such 
cases the larvae were not properly nourished. 





ic. 18—An adult female of Aedes aegypti emerging from the submerged 
pupal cuticle; and the open thorax of the discarded pupal cuticle of Anopheles 
quadrimaculatus. 


A remarkable thing about the mosquito is that, after its whole 
previous life spent in the water, on emergence from the pupa it is 
at once at home in the air. Without a flutter of the wings or any 
practice trial, it makes a perfect takeoff, flight, and distant landing. 
During the pupal stage, therefore, the mosquito has not only been 
equipped with a complete mechanical apparatus of flight, but in its 
nervous system a mechanism of control has been fully elaborated. 
Compare this with the difficulty the young human has in learning even 
to walk, but of course his ancestors did not always walk upright on 
two legs. 


no. 8 ANATOMICAL LIFE OF THE MOSQUITO—-SNODGRASS 51 


The newly emerged mosquito (fig. 19) is really an elegant insect as 
it stands high on its long slender legs, the abdomen held straight back 
beneath the neatly folded wings, and the long proboscis extended 
from the head. The sexes of most species are readily distinguished at 
once by the antennae, those of the female having usually circles of 
short hairs, those of the male being large spreading plumes. 





Fic. 19.—Aedes aegypti, adult male. 


THE HEAD 


The head of an adult mosquito has little likeness to that of the larva. 
It is an oval capsule (fig. 20D) with the facial region carrying the 
antennae directed forward, and the long proboscis extended from its 
lower end. The sides are largely occupied by the great compound 
eyes, which almost meet dorsally and ventrally (A,B, E). The large 
bases of the antennae arise so close together on the face that the 
frons is reduced to a narrow verticle bar between them (A, Fr), 
but its lower end forks into diverging arms that support the clypeus 
(Clip). A median coronal sulcus (cs) on the vertex extends down- 
ward on the face through the frons. The strongly convex clypeus 
(A,C, Clp) forms a prominent lobe just above the base of the 
proboscis. The undersurface of the head (B) resembles that of the 


52 SMITHSONIAN MISCELLANEOUS COLLECTIONS VOL. 139 


larva in that it is completely closed from the occipital foramen to the 
base of the proboscis. The head is attached to the thorax by a slender 
membranous neck and is supported by a pair of lateral cervical sclerites 
(D,E). The head of the male is similar to that of the female, but 
is a little smaller. The internal head skeleton consists of a pair of 
simple tentorial arms extending from anterior pits above the lateral 
angles of the clypeus (A, at) to posterior pits (B, pt) on the ventral 
margin of the occipital foramen. 

From the front of the face arise the long antennae (fig. 20 D,E). 
The hairy flagellum of each organ is borne on a large globose base 
(A, Pdc), which is the pedicel, or so-called torus, but when the pedicel 
is removed (right) it is seen to be itself supported on a narrow ring 
(Scp) that represents the usually much longer scape of other insects. 
The slender shaft of the flagellum is divided into 14 sections (errone- 
ously called “segments”), 13 of which carry each a whorl of hairs. 
In general the sexes are readily distinguished by the number and 
length of the flagellar hairs, which in the male (fig. 22 A) give the 
antennae a plumose appearance in contrast to the short-haired female 
antennae (D,E). The two types, however, intergrade, females of 
some species having bushy antennae, and some males short-haired 
antennae. In the female the hairs arise from clear areas near the bases 
of the flagellar units (B) ; in the male (C) they are borne on promi- 
nent, darkly sclerotized, subapical expansions of the units. Tulloch 
and Shapiro (1951) have shown from electron microscope studies that 
the flagellar hairs are armed with rows of minute teeth; in Culex 
quinquefasciatus they estimate there are at least 16 rows along each 
hair. These writers, however, are in error where they say the hairs 
“arise at the junctions of the flagellar segments.” 

The large globose pedicel of the antenna in each sex contains a 
highly developed sclopophorous sense organ, present also, though 
usually much smaller, in the antennal pedicel of most insects. The 
organ was first described in Culex as an auditory organ by Johnston 
(1855), who did not at all understand the nature of the structure in 
the pedicel, but it has since been known as Johnston's organ. Sub- 
sequently Child (1894) made good histological studies of the organ 
in various insects, including the mosquito, and his illustrations are 
now famliar in most entomological texts. A more recent comparative 
study of the organ in Culex, Aedes, and Anopheles is given by Risler 
(1955). The component sensory elements in the pedicel are attached 
to a plate or prongs on the base of the flagellum, and thus evidently 
register movements of the flagellum. 


no. 8 ANATOMICAL LIFE OF THE MOSQUITO—SNODGRASS 53 


7 A 


i A4YTT Ay y 
we 


SMM \| 





Lm re Hphy Md Mx 
1 


Fic, 20.—Head and mouth parts of an adult female mosquito, Aedes aegypti 
except G. 


A, Head and base of proboscis, anterior, B, Same, posterior. C, Clypeus and 
base of proboscis, lateral. D, Head, lateral. E, Same, with mouth parts 
separated. F, End of labium, dorsal. G, Cross section of proboscis of Anopheles 
(from Vogel, 1921). H, Distal ends of mouth part stylets. I, Basal parts of 
maxilla. J, Proximal parts of right maxilla and labium, posterior. 

at, anterior tentorial pit; Cd, cardo; Clp, clypeus; cs, median cranial sulcus; 
E, compound eye; fc, food canal; For, occipital foramen; Fr, frons; Hphy, 
hypopharynx; Hst, hypostome; Lb, labium; LObI/, labellum; Le, lacinia; LG, 
labial gutter; Lig, ligula; Lm, labrum; mel, muscle; Md,Mds, mandible, 
mandibles; Mx,M-xae, maxilla, maxillae; MaPlp, maxillary palpus; Nv, nerve; 
Pdc, antennal pedicel; P/p, palpus; Prb, proboscis; pt, posterior tentorail pit; 
sc, salivary canal; Scp, antennal scape; St, stipes; Thc, theca; Tnt, anterior 
tentorial arm; Tra, trachea; Vx, vertex. 


54 SMITHSONIAN MISCELLANEOUS COLLECTIONS VOL. 139 


While it is probable that the organ of Johnston in the antenna of 
most insects registers the movements of the flagellum, the elaborate 
experimental work of Roth (1948) leaves no doubt that the highly 
developed organ in the male mosquito is responsive to the effect of 
sound waves on the flagellum. This, of course, does not imply that 
the mosquito has an auditory “sense” ; mechanical reaction to stimuli 
is all that we can attribute to the insects. Male mosquitoes are at- 
tracted to the females in flight by the tone produced by their wings. 
Roth showed that males with intact antennae, when subjected to the 
sound of a tuning fork at 480 vibrations a second held behind a 
suspended piece of cloth, fly to the source of the sound where they | 
exhibit typical mating activities though no females are present. Even 
after complete removal of the flagellar hairs, males still respond to 
more intense sounds apparently by vibrations of the shaft alone, but on 
complete removal of the flagella they give no reaction. Roth’s tests 
were made particularly on Aedes, but males of other genera were 
found to react similarly. Females of Aedes aegypti gave no evidence 
of being attracted to sounds, “though they may give shock-reaction 
to certain intensities.” 

Further experimental work of Roth (1951) on females of Aedes 
seems to show that the antennae function as directional distance 
thermoreceptors and probably also as chemoreceptors. Females de- 
prived of their antennae are unable to locate a host from a distance. 
The antennae and the palpi are said to be the chief organs responding 
to stimuli that induce probing by the proboscis. The receptor organs 
of the antennae, however, are not described, but along the shaft of 
the female antennae (fig. 22 B) are numerous hairs, and on the male 
antenna (C) a ring of very short hairs encircles the distal end of each 
flagellar section. The antennae of insects in general are known to be 
the principal seat of chemoreception. 

The compound eyes of the mosquito are so large that they almost 
encircle the head. Sato (1950, 1953a, 1953b) reports that by actual 
count there are from 440 to 462 facets in the eye of a male Culex 
pipiens, and 503 to 566 in the female; and that in Aedes japonicus the 
male eye contains 440 to 462 facets, the female eye 504 to 527. The 
surface area of the eye in each genus is larger in the female than in 
the male. The internal structure of the compound eye in Culex is 
described by Constantineanu (1930) and by Sato (1950). 

An extensive experimental study of the visual responses of flying 
mosquitoes made by Kennedy (1939) on unfed females of Aedes 
aegypti shows that the mosquitoes react negatively to light, and are 


No. 8 ANATOMICAL LIFE OF THE MOSQUITO—SNODGRASS 55 


attracted to dark objects. Experimentally they orient toward black 
stripes on a white background, and continue to do so when the stripes 
are rotated about them. When confronted by two black stripes, they 
face one or the other and not the intervening space. In a wind tunnel 
freely flying mosquitoes move against the current. 


THE ORGANS OF FEEDING 


The feeding organs of the adult mosquito include the proboscis 
and two sucking pumps, One of the latter is a preoral cibarial pump 
beneath the clypeus, the other is a pharyngeal pump, being a part of 
the alimentary canal behind the brain in the back of the head. In 
describing the feeding organs of the adult it will be better to take 
the female first, because in most mosquitoes she is the biting and 
bloodsucking member of the species and has the mouth parts fully 
developed. In the nectar-feeding male some of the parts are much 
reduced or absent. 

The proboscis—The slender, rodlike proboscis in the female 
mosquito is usually composed of all the mouth parts possessed by in- 
sects that feed on solid food, namely, a labrum, a pair of mandibles, a 
hypopharynx, a pair of maxillae, and a labium, but the parts are all 
structurally modified in adaptation to the mosquito’s way of feeding. 
The relation of the parts in the undisturbed proboscis is best seen 
in a cross section (fig. 20G). In the deeply channeled upper side of 
the labium (LD) are enclosed the labrum (Lm), the mandibles (Md), 
the hypopharynx (Hphy), and the maxillae (Mx). The labrum itself 
is practically an inverted tube, since its margins are curved downward 
and may overlap. The enclosed labral canal (fc) is the food conduit. 
The hypopharynx contains the salivary canal (sc). By careful 
manipulation with a dissecting needle all these parts can be separated 
as shown at E. 

The labrum (fig. 20 H, Lm) is the thickest and the strongest of the 
stylets. It is movable by muscles from the clypeus attached on its 
base (fig. 24D), but the muscles simply elevate and depress the 
labrum, which is firmly hinged on the clypeus. The term “labrum- 
epipharynx” often applied to the labrum is quite unnecessary, since in 
its general form the labrum is a flat lobe of the head and therefore 
has an upper and lower surface. In the mosquito the decurvature of 
the lateral parts converts the labrum into a tube through which the 
ingested liquid food is drawn up by the sucking apparatus at its 
base. At the sharp-pointed distal end (fig. 20 H, Lm) the walls of the 
channel diverge to make an opening like that of a hypodermic needle. 


56 SMITHSONIAN MISCELLANEOUS COLLECTIONS VOL. 139 


The mandibles are the slenderest of the stylets, but they vary some- 
what in thickness and shape in different species. In Aedes here 
illustrated (fig. 20 H, Md) each is slightly enlarged toward the taper- 
ing distal end. The base of each mandible is movably connected with 
the lower part of the cranial wall by a small suspensory sclerite, and 
a slender muscle from the tentorium is inserted on the mandibular 
base. The mandibles are thus retractile for a short distance, and, when 
retracted, their withdrawn tips give free entrance to liquid into the 
open end of the labral food canal. Protraction results from the elas- 
ticity of the suspensory mechanism on relaxation of the muscles. 

The single, median hypopharynx, present as an independent stylet 
only in the female, is a simple, flattened rod (fig. 20H, Hphy) 
traversed by the salivary outlet canal (sc), which opens on its acute 
tip. The hypopharynx is not individually movable; its anterior wall is 
continued basally into the floor of the cibarial pump. 

The maxillae are less reduced than the other mouth parts, and are 
well equipped with muscles. The principal part of each maxilla (fig. 
201) is a long, flattened, sharp-pointed blade (Lc) armed with re- 
curved teeth near the end of its outer margin (H, Mx). From the 
base of the blade projects a usually short four-segmented palpus (1, 
Pip). The maxillary blade has been regarded as the galea by some 
writers (Robinson, 1939; Snodgrass, 1944), but it is more reasonably 
interpreted by Schiemenz (1957) as the lacinia, which is usually the 
operative part of a generalized maxilla. From its base a long, strongly 
sclerotized, apodemelike rod extends backward in the head and gives 
attachment to muscles (J). This rod is evidently the stipes, or more 
probably stipes (St) and cardo (Cd) combined, sunk into the head, 
since in some related flies, such as Phlebotomus (fig. 22 G), it is 
superficial on the back of the head and articulates on the cranial 
margin. 

The maxillary musculature of Aedes (fig. 20]J) includes a long 
retractor arising on the head wall close to the posterior end of the 
tentorial arm (Tnt) inserted on the distal end of the stipes, and two 
protractors attached proximally on the stipito-cardinal rod. One of 
these muscles arises on the tentorium, the other, very curiously, on the 
base of the labium. A lateral muscle from the tentorium and a short 
mesal muscle both attached on the base of the lacinia are regarded 
by Schiemenz (1957) in Theobaldia [Culiseta] as an abductor and 
adductor respectively of the maxilla. A short muscle from the stipes 
is inserted on the base of the palpus, and each palpal segment contains 
a small muscle inserted on the segment distal to it. 


no. 8 ANATOMICAL LIFE OF THE MOSQUITO—-SNODGRASS 57 


The long, gutterlike labium of the mosquito is the so-called pre- 
mentum of a generalized labium, the usual basal part of the labium 
being absent, though a small postmental sclerite may be present in 
other Nematocera (fig. 22 G, Pmt). The prementum in Diptera is 
known as the theca because it ensheaths the other mouth parts. 
Apically it bears two small movable lobes, the Jabella (fig. 20 F, Lol), 
and ends between them in a slender median projection, or ligula (Lig). 
The labella appear to be two-segmented, and evidently represent the 
labial palpi because each is provided with an abductor and an adductor 
muscle from the prementum. The only muscles attached on the base 
of the labium are the two already noted that arise on the maxillary 
stipites (J) and probably act as protractors of the maxilla, since the 
labium is firmly fixed to the head. 

The styliform mouth parts within the labial theca adhere to one 
another in a compact fascicle. They are usually said to be held to- 
gether by an oil liquid, but Bhatia and Wattal (1957) have described 
rings issuing from the margins of the labrum that surround the 
hypopharynx, mandibles, and maxillae and bind these stylets to the 
labrum. However, no other investigator has reported the presence 
of any such structures, and the writer has failed to see them in 
Aedes, Culex, or Anopheles. The incurved lower edges of the labrum 
enclose only the food canal. 

When the female mosquito is about to take a meal of blood, she 
places the tip of the proboscis against the skin of the victim (fig. 
21 A), closely holding the end of the stylet fascicle between the labial 
labella. The movable maxillary stylets are the active piercing organs. 
Acting alternately, first one is protracted and holds its position in 
the flesh by means of its recurved teeth, then the other is forced in 
beyond the first and takes a deeper hold. The labrum, mandibles, and 
hypopharynx penetrate along with the maxillae. The retractor muscles 
of the maxillae, instead of pulling the stylets out of the wound, where 
they are held by the maxillary teeth, bring the head down closer to the 
feeding surface. The labrum, still holding the stylet fascicle between 
the labella, is thus forced to bend backward (B) and the bend becomes 
greater the deeper the stylets penetrate (C). When finally the stylets 
pierce and enter a small blood vessel, or let out a pool of blood, the 
mandibles are drawn back from the end of the labrum to allow the 
blood to enter the food canal in response to the suction of the cibarial 
pump. Saliva discharged from the hypopharynx in some species serves 
to prevent coagulation of the blood. A more detailed account of the 
feeding act and of accompanying movements by the maxillary palpi is 


58 SMITHSONIAN MISCELLANEOUS COLLECTIONS VOL. 139 


given by Robinson (1939). After feeding, the maxillary stylets are 
retracted, the female braces herself against the skin of the victim with 
her legs, and forcibly pulls out the fascicle of stylets, which again 
is ensheathed in the straightened labium. 

In discussing the feeding of mosquitoes, we must not overlook 
the fact that not all females are bloodsuckers. A prominent exception 
to the rule are species of Toxorhynchites, in which both sexes feed on 





Fic. 21.—Successive stages in the penetration of the stylets of a female 
mosquito feeding on blood. (B, C, from Gordon and Lumsden, 1939, with neck 
plate added.) 


nectar or other plant juices. In this genus (fig. 22 D) the proboscis is 
very long, tapering, and strongly decurved. The maxillary palpi pro- 
jecting from the base of the proboscis are long and four-segmented. 
The laciniae by contrast are weak and taper into filaments reaching 
only a little beyond the end of the first palpal segment ; evidently they 
play no part in feeding. A slender labrum extends to the tip of the 
proboscis, but mandibles appear to be absent. 

Then there are species of Malaya (=Harpagomyia) that get their 


no. 8 ANATOMICAL LIFE OF THE MOSQUITO—SNODGRASS 59 


food from ants. In these the proboscis is curved forward at its lower 
end (fig. 22 E) ; the distal part is thickened and armed with long hairs. 
The elongate labella terminate with a pair of small transparent lobes. 
The species of Malaya are minute mosquitoes, much smaller than 
ordinary ants. As described by Jacobson (1911) they sit on branches 
























AE 
\ 
Wi 


\y 
YY 





l 








Fic. 22.—Various types of antennae, palpi, proboscides, and labia of adult 
mosquitoes. 


A, Culex sp., head of male. B, Same, part of female antenna. C, Same, part of 
male antenna. D, Toxorhynchites rutilus, head and proboscis of female. E, 
Malaya jacobsom, head and proboscis of female. F, Culex, distal end of male 
labium, showing salivary duct. G, Phlebotomus verrucarum (Ceratopogonidae), 
head and proboscis, posterior. 

Cd, cardo; For, occipital foramen; LObI, labellum; Pmt, postmentum; S/Dct, 
salivary duct; St, stipes; Thc, theca (prementum). 


inhabited by ants, and when an ant runs between the legs of one of 
them the mosquito thrusts the end of its proboscis between the open 
mandibles of the ant, which accommodatingly gives up its dinner to 
the mosquito. The proboscis of the adult Malaya lacks mandibles and 
maxillae. According to de Meijere (1911) these members are present 


60 SMITHSONIAN MISCELLANEOUS COLLECTIONS VOL. 139 


in the pupa, but the imaginal parts formed inside of them are short 
and disappear. 

The mouth parts of the male mosquito are much simplified by the 
great reduction of the mandibular and maxillary stylets and the entire 
absence of a hypopharyngeal stylet. The male proboscis, therefore, 
consists principally of only the labrum and the labium, but the maxil- 
lary palpi are usually highly developed and may be much longer than 
the proboscis (fig. 22 A). Mandibular stylets when present are seldom 
longer than half the length of the proboscis and are usually much 
shorter. Marshall and Staley (1935) report that they are present in 
all genera examined except “Aedes and Ochlerotatus.” These writers 
found maxillary stylets to be present in representatives of all genera 
examined, but the length is highly variable, even in species of the same 
genus. The labium is a deep trough, as in the female, and ends with a 
tapering median ligular lobe between the labella (fig. 22 F). It will 
be recalled that the hypopharynx of the male mosquito is not separated 
from the labium, as in the female. The hypopharynx thus retains in 
the adult male the larval condition of union with the labium. The 
male “labium” is, therefore, really a labiohypopharynx. The hypo- 
pharyngeal component in Anopheles is identified by Vizzi (1953) as 
a sclerotic plate on the floor of the labial gutter. In sectional figures 
he shows the salivary canal in an apparent median thickening of the 
plate. In Culex (fig. 22 F) the salivary duct (S7Dct) is a thread- 
like tube that traverses internally the floor of the labial gutter and 
opens on the tip of the ligula, but it appears to be free in the labial 
lumen, 

The cibarial pump.—The structure here termed the cibarial pump 
lies just beneath the clypeus at the base of the proboscis, and is the 
organ that sucks the liquid food up through the canal of the labrum. 
The same pump is present in all Diptera and is the sucking apparatus 
of other liquid-feeding insects, such as the Hemiptera. It has long 
been erroneously called the “pharynx,” and even some recent writers 
continue to call it such on the pretext of not wishing to confuse stu- 
dents. It is possible, however, that some students might prefer to 
know the facts. The organ in question is entirely outside the mouth, 
as no true pharynx could be, but admittedly it is difficult to understand 
its anatomical status in the mosquito. We must therefore turn to 
some other more generalized insect for light on the nature of the 
preoral sucking organ, and for this purpose the cockroach will be par- 
ticularly illuminating. 

In a vertical lengthwise section of the head of a cockroach (fig. 


no. 8 ANATOMICAL LIFE OF THE MOSQUITO—SNODGRASS 61 


23) the mouth (Vth) is seen to lie beneath the upper end of the clypeal 
region (C/p) of the cranial wall. Below the mouth projects the large 
tonguelike lobe commonly termed the hypopharynx (Hphy), which 
has a long base sloping up to the mouth. On this basal part of the 
hypopharynx is a depression that forms the floor of a pocketlike space 
(Cb) in front of the mouth beneath the inner wall of the clypeus. The 
masticated food passed back from the mandibles is stored in this 
pocket before it is swallowed. The pocket, therefore, is named the 





Th / 
Lib S10 
Fic. 23.—Vertical section through the left side of the head of a cockroach, 


exposing the preoral cavity. 


Cb, cibarium; Clp, clypeus; Fr, frons; hf, hypopharyngeal fulcrum; Hphy, 
hypopharynx; Lb, labium; Lm, labrum; Mth, mouth; Phy, pharynx; PrC, 
preoral cavity; S/Dct, salivary duct; S/O, salivary orifice; y, oral suspensory 
arm of hypopharynx. 

5a,5b, dilator muscles of cibarium; 6,7, frontal muscles of stomodaeum; 13, 
adductor of hypopharynx; 14, abductor of hypopharynx. 


cibarium (food container). On its dorsal wall are attached strong 
muscles (5a, 5b) from the clypeus. The hypopharynx can be pressed 
against the inner clypeal wall by muscles (13) attached to arms (y) 
from its base. The cibarium then becomes a closed chamber that can 
be dilated by the clypeal muscles, and probably serves as a sucking 
organ when the cockroach drinks liquids. In insects that habitually 
feed on liquid food, the cibarium becomes elaborated to form a 
permanent sucking pump. 


62 SMITHSONIAN MISCELLANEOUS COLLECTIONS VOL. 139 


When we turn now to the mosquito, a section of the head (fig. 
24 A) will show beneath the bulging clypeus (C/p) a small elongate 
capsule (COP), which is the primary sucking pump. The basinlike 
lower wall is strongly sclerotized and, in the female, is directly con- 





Fic. 24.—The sucking apparatus of an adult mosquito. 


A, Diagrammatic section of female head. B, Culex sp., section of pharyngeal 
pump (from Thompson, 1905). C, Aedes aegypti, pharyngeal pump exposed 
by removal of anterior head wall. D, Same, muscles of labrum. E, Same, 
cibarial and pharyngeal pumps, left, cibarial pump opened to show lumen and 
dilator muscles. 

at, anterior tentorial pit; Br, brain; CbP, cibarial pump; For, occipital 
foramen; FrG, frontal ganglion; lvr, labral lever; MaPIlp, maxillary palpus; 
Oe, oesophagus; PhP, pharyngeal pump; sc, salivary canal; S/P, salivary pump; 
SoeG, suboesophageal ganglion; Tt, tentorial arm; y, oral arm of cibarial pump. 
Other lettering as on figure 23. 


tinuous with the supper surface of the hypopharynx (Hphy). The 
dorsal wall (E) is the so-called epipharyngeal surface from the 
labrum (Lim) to the mouth (Mth), and is thin and flexible. On it is 
attached a great mass of dilator muscles (5) from the clypeus. The 


NO. 8 ANATOMICAL LIFE OF TITE MOSQUITO—SNODGRASS 63 


inner end of the organ opens through the mouth (Mth) into the 
narrow first part of the alimentary canal, and at each side of the mouth 
projects a small process (y) on which are attached two antagonistic 
muscles (A, 13, 14), as in the cockroach. All these features so 
closely duplicate those of the cibarium in the cockroach as to leave 
no doubt that the preoral sucking pump of the mosquito is the ciba- 
rium. In the mosquito, however, the organ has been made into a much 
more efficient sucking apparatus than that of the cockroach by the 
union of the edges of its lower hypopharyngeal wall with the epi- 
pharyngeal wall, thereby converting the lumen into a closed cavity. 
The clypeal muscles on contraction lift the flexible dorsal wall and 
expand the lumen, drawing in the liquid food from the canal of the 
labrum. On relaxation of the muscles the dorsal wall snaps back by 
its own elasticity and drives the liquid from the pump back through 
the mouth. 

On the epipharyngeal wall of the cibarial pump are small spines 
and papillae of various kinds, some of which are sense organs. A com- 
parative study of these structures and an armature of ventral teeth at 
the mouth entrance has been made by Sinton and Covell (1927), and 
Chwatt and Major (1945) in the anophelines, and by Barraud and 
Covell (1928) in anopheline and culicine species. The epipharyngeal 
sense organs are described by Day (1954). 

The pharyngeal pump.—From the mouth at the inner end of the 
cibarial pump the stomodaeal section of the alimentary canal begins 
as a narrow tube (fig. 24 A,E) that curves upward and backward in 
the head, going between the brain (A, Br) and the suboesophageal 
ganglion (SoeG). Behind the brain it expands into a large, bulblike 
structure, which is the pharyngeal pump (PAP). The walls of the 
organ when relaxed are deeply concave above and on each side, as seen 
in cross section at B. Into the concavity of the dorsal wall is inserted 
a pair of large muscles (A,B,E, S) from the dorsal wall of the head 
behind the brain, and into each lateral concavity a large flat muscle 
(zr) from the side of the cranium. Contraction of the muscles dilates 
the lumen of the pump; on their relaxation the walls spring together 
again by their own elasticity. From the rear end of the pump, the 
narrow oesophagus (Oe) proceeds through the neck into the thorax. 
A cibarial and a pharyngeal pump like those of the mosquito are 
common to bloodsucking nematocerous flies. Presumably the two 
pumps work in alternate phases to keep the ingested blood flowing 
freely back into the stomach. In the nectar-feeding male mosquito 
the sucking apparatus is less strongly developed than in the female. 


64 SMITHSONIAN MISCELLANEOUS COLLECTIONS VOL. 139 


THE THORAX 


The thorax of a winged insect may truly be said to be the most re- 
markable anatomical mechanism developed anywhere in the animal 
kingdom. It is remarkable both for its efficiency as a flight mechanism 
and for its structural simplicity. In insects with two pairs of wings 
the two wing-bearing segments have essentially the same structure, 
and are equipped with duplicating sets of muscles. In the Diptera, 
however, in which the flight function has been taken over entirely by 
the first pair of wings, the mesothoracic wing muscles have to do the 
work of the muscles of both winged segments in four-winged insects. 
Consequently, the mesothorax of the flies has been greatly enlarged 
and the metathorax much reduced. The knobbed stalks known as 
halteres borne on the metathorax are undoubtedly reduced wings, 
since, as seen in the mosquito pupa (fig. 17 E), they are developed in 
flat wing lobes of the metanotum. They are still important accessories 
of flight, being vibratory organs for maintaining the equilibrium of 
the flying insect, but their musculature is very simple, and the usual 
wing musculature of the segment has been eliminated. 

In the adult mosquito (fig. 25) the mesothorax appears as a great 
wedge inserted between the narrow prothorax and metathorax. It 
alone retains the structure typical of a thoracic segment. Two princi- 
pal plates, an anterior notum (AN,) and a posterior postnotum 
(PNz), cover almost the entire dorsum of the thorax. The strongly 
convex postnotum, furthermore, is deeply infolded posteriorly be- 
neath the narrow metanotum (Ns) and extends into the first ab- 
dominal segment as a bilobed phragma (fig. 27D, Ph). A narrow 
paranotal fold (pf) borders the edge of the notum between the first 
spiracle and the wing. The pleural area tapers downward and becomes 
continuous with the sternum (S,) between the first and second legs. 
A typical pleural sulcus (PIS,) extends from the base of the middle 
leg to the wing fulcrum at the base of the wing (W). The area before 
the groove is episternal, that behind it epimeral. The episternal area 
includes a major episternal plate (Eps,) continuous below with the 
sternum, and a smaller preepisternum (eps,). The epimeron (Epme) 
is a simple quadrate plate. Below it is a small triangular plate (Ss), 
which in the mosquito appears to be a postcoxal lobe of the sternum ; 
but a plate in the same position in higher flies is the detached meron of 
the coxa. In some species the episternum is divided into an upper 
and a lower part (fig. 27 A). 

The prothorax is so reduced and modified that it is difficult to 
interpret its parts. The notum (fig. 25 Nz) includes a narrow plate 


No. 8 ANATOMICAL LIFE OF THE MOSQUITO—SNODGRASS 65 


across the back beneath the overhanging front end of the mesonotum, 
and apparently a larger posterior plate on each side. This posterior 
plate, however, tapers narrowly down to the coxa so that its lower part 
must be epimeral. The episternum then is represented by a short plate 
(Eps,) between the first notal plate and the coxa. A plate in the side 
of the neck (CvP1) that supports the head is unquestionably a cervical 
sclerite. 





Fic. 25——Thorax of Psorophora, with head and base of abdomen (from the 
author’s illustration in Howard, Dyar, and Knab, 1912). 


AN, wing-bearing notal plate; CvPl, cervical plate; Epm, epimeron; Eps, 
episternum; eps, preepisternum; H/t, halter; N, notum; PI, pleuron; PIS, 
pleural sulcus; PN, postnotum; puf, paranotal fold; S, sternum; Scl, scutellum; 
Sct, scutum; W, wing. 

Subnumbers 1,2,3 designate parts of prothorax, mesothorax, and metathorax. 


The metathorax is even more simplified than the prothorax. The 
notum (fig. 25, Ns) is much narrowed across the back, but it expands 
on the sides where it carries the halteres (H/t). From the notum the 
pleural region continues downward on the side, tapering to the hind 
coxa. Close to its posterior margin is a faint line that perhaps repre- 
sents the pleural sulcus. A narrow strip (PNs;) between the meta- 
notum and the first abdominal segment, more plainly seen in Aedes 
(fig. 27 C,D, PNs), is clearly the metapostnotum, since it gives at- 
tachment to the first abdominal muscles (G). 

The wings of the mosquito have a simple pattern of venation, shown 
at A of figure 26, in which the veins are named according to the Com- 


66 SMITHSONIAN MISCELLANEOUS COLLECTIONS VOL. 139 


stock-Needham system. Mosquito taxonomists, however, usually 
designate the veins behind the subcosta by numbers. In this scheme 
R, is vein 1, Rg and Rs are branches of vein 2, R,,5 is vein 3, M and 
its two branches are vein 4, Cu and its two branches are vein 5, and A 
is vein 6. The veins are densely clothed on both sides of the wing with 
long, slender, fusiform, or scalelike setae (omitted in the figure). 
While the simple venation of the mosquito wing is of a fairly 
generalized pattern, the basal wing structure has little resemblance 


R Se 





\ i ‘ R 
Cup Cu, M3 My+2 ae 





Fic. 26.—The wing and halter. 


A, Culex, left wing and halter, wing partly flexed on basal lobe, scales re- 
moved to show venation. B, Anopheles, base of wing, flattened. C, Culex, halter 
enlarged, posterior. 

A, anal vein; C, costa; Cu, cubitus; M, media; R, radius; Sc, subcosta. 


to that of most other insects, and would appear to be specialized by 
elimination of the usual axillary sclerites. When the wing is flexed 
(fig. 26 A) a fold near the base sets off a triangular basal lobe by 
which the wing is attached to the thorax. During flexion the wing 
turns posteriorly over the basal lobe, which is then covered from above 
by the fully flexed wing, and gives the wing the appearance of being 
supported on a lobe of the thorax. The principal sclerotization of the 
wing base is a long, anterior jointed bar (B, r) that supports the 
radial vein, and bends at the joint when the wing is flexed (A). 


No. 8 ANATOMICAL LIFE OF THE MOSQUITO—SNODGRASS 67 


Otherwise the membrane of the whole basal area is occupied by irregu- 
lar thickenings or weak sclerotizations that are hardly sclerites and 
seem to have no mechanical significance. They are better developed 
in Anopheles (B) than in Culex (A). The same structure in modified 
form is present also in some related Nematocera, but not in Tipulidae. 

The wing mechanism of extension and flexion is not understood, 
but all the direct muscles of flight appear to be attached on the basal 
lobe. The indirect flight muscles are as fully developed as in any 
other fly. They include great masses of dorsal longitudinal fibers and 
lateral vertical fibers that almost completely fill the thorax. The 
weight of the flight muscles of Aedes has been calculated by Hocking 
(1953) as from 16.5 to 18.7 percent of the total body weight, which, 
however, is small as compared with Tabanus in which the flight 
muscles are 23 to 35 percent of the body weight. 

The rate of the wing vibration in flight, measured in wing beats per 
second, is given by Sotavalta (1947) for females as 165 to 196 for 
Culex pipiens, 165 to 247 for Anopheles maculipennis, 241 to 311 for 
Aedes cantans and Aedes punctor. With males the rate is consistently 
higher, from 330 to 587 beats per second by Anopheles and Aedes. 
Hocking (1953) has measured the flying speed of five species of 
Aedes. In ordinary cruising flight they go from 75 to 110 centimeters 
per second, but for short distances they can make 220 to 252 centi- 
meters in a second. 

The legs of the mosquito have no unusual features, except for their 
length and relative slenderness. Each leg (fig. 17 B) has the usual 
six segments of an insect leg, a coxa, trochanter, femur, tibia, tarsus, 
and pretarsus. The long tarsus is subdivided into five tarsomeres. The 
pretarsus has two decurved claws but no arolium. In some species, as 
in Culex, the foot is provided with a pair of small padlike pulvilli; in 
others there is only a heel-like hairy swelling at the bases of the claws. 
Most mosquitoes, however, whether they have foot pads or not, are 
able to cling to smooth vertical surfaces, such as window panes or the 
walls of a glass jar. 


THE ABDOMEN 


The abdomen of the adult mosquito (fig. 27 A) is broadly joined to 
the thorax and tapers posteriorly. The tergal and sternal plates are 
separated on the sides by membranous areas containing the spiracles, 
which are present on segments I to VII. In each sex the abdomen has 
Io segments, as in the pupa, but in the females of some species the 
eighth segment is ordinarily retracted into the seventh, and in the 
male the ninth segment is concealed within the eighth. 


68 SMITHSONIAN MISCELLANEOUS COLLECTIONS VOL. 139 





Fic. 27.—Details of the adult thorax and abdomen. 


A, Aedes aegypti, male thorax and abdomen. B, Same, end of abdomen ex- 
tended. C, Same, thorax and base of abdomen, dorsal. D, Same, postnotum of 
metathorax extended as a phragma into base of abdomen, ventral. E, Same, 
tenth abdominal segment of male, lateral. F, Same, undersurface (dorsal). G, 
Same, showing dorsal muscles of first abdominal segment. H, Culex, end of 
female abdomen, ventral. I, Same,. lateral. J, Composite diagram of female 
terminalia, lateral (from Gerry 1932). K, Same, ventral, with ventral arc of 
sigma (c) turned forward (from Gerry 1932). 

a, cowl; An, anus; b, dorsal arc of sigma (ninth sternum?) ; c, ventral arc of 
sigma; Cer, cercus; Gir, gonotreme (opening of genital chamber) ; H/t, halter; 
N, notum; pgpl, postgenital plate; Ph, phragma; Pmr, paramere; PN, post- 
notum; s, lateroventral prong of tenth segment; S, sternum; Scl, scutellum; 
Sct, scutum; ¢, tergum of tenth segment; 7, tergum. 

Subnumbers 1-3, thoracic segments; J-X, abdominal segments. 


No. 8 ANATOMICAL LIFE OF THE MOSQUITO—SNODGRASS 69 


The male mosquito is readily distinguished from the female by the 
presence of a pair of large, two-segmented genital claspers, or 
parameres, projecting from the end of the abdomen (fig. 27 A, Pmr). 
Though the ninth segment is ordinarily concealed by retraction into 
the eighth, on pulling out the end of the abdomen (B), it is seen to 
be a small sclerotic ring (JX) carrying the parameres. The anus- 
bearing tenth segment, or proctiger (X), is mostly hidden between 
the bases of the parameres, and is apparently ventral in position. In 
fact, the whole terminal part of the male abdomen beyond the seventh 
segment, except in newly emerged individuals, is turned upside down, 
so that the tergal plates are ventral and the sternal plates dorsal. The 
inversion takes place slowly during the first 24 to 48 hours after 
emergence from the pupa. 

The tenth abdominal segment of the male is a flattened anal lobe 
with an expanded base projecting from above the inverted tergum of 
the ninth segment (fig. 27 E,F). In its base are two dorsolateral 
sclerites (¢) that may be regarded as tergites. On the ventral (upper) 
surface are two marginal bars (s), the ends of which project as a 
pair of free, toothed prongs. These bars have commonly been re- 
garded as sternites, but Christophers (1923) says they are the cerci 
united with the anal lobe. 

The external genital organs of the male insect, because of their 
generic and specific variations, are important diagnostic features for 
taxonomists. In the mosquito they include primarily the paired lateral 
claspers and a median intromittent organ, carried by the ninth ab- 
dominal segment. Various names are given to these parts by different 
specialists, but the organs have essentially the same origin in all insects, 
and there is no need for special terms in the several orders, and 
certainly there is no excuse for specialists in one order to use different 
names for the same parts in different species. For simplicity the 
claspers are here termed the parameres, and the intromittent organ 
the aedeagus. Various secondarily developed accessory parts, of 
course, must have more specific names. 

In the insects in general the male genitalia take their origin from 
a pair of primary phallic lobes that develop in a late instar of the 
nymph or larva on the posterior part of the ninth abdominal segment 
at the sides of the future gonopore. Later, each lobe divides into two 
parts, a mesal mesomere and a lateral paramere. Eventually the 
mesomeres unite around the gonopore to form the aedeagus, and the 
parameres become the claspers. 

The development of the genital organs in the male mosquito has 
been shown by Christophers (1922) to proceed in the usual manner. 


7O SMITHSONIAN MISCELLANEOUS COLLECTIONS VOL. 139 


Early in the fourth instar of the larva paired thickenings of the epi- 
dermis appear behind the region of the ninth sternum. These “genital 
plaques” soon take on the form of budlike outgrowths, which are the 
primary phallic lobes (fig. 28 A, PhL). With further development 
the lobes elongate and unite at their bases, forming the genital ap- 





Fic. 28.—External genital organs of the adult male, and their development. 
(A,B,C, from Christophers, 1922.) 


A, The primary phallic lobes that appear in a late instar larva behind the 
sternal region of the ninth abdominal segment. B, Later stage of same, each 
primary lobe divided into a mesomere and a paramere. C, Still later stage, 
mesomeres united around the gonopore to form the aedeagus. D, Adult genital 
apparatus of Anopheles quadrimaculatus, lower surface (dorsal). E, Parameres 
and claspettes of Aedes pullatus. 

Aed, aedeagus ; Bmr, basimere; bp, basal plate; c/sp, claspette; Gpr, gonopore; 
IXT, ninth abdominal tergum; Mmr, mesomere; PhL, primary phallic lobes; 
Pmr, paramere; Tmr, telomere. 


pendages as they appear in the pupa (fig. 16F). At this stage the 
lobes are termed ‘‘proandropodites” by Christophers (1922), but this 
term literally translated would mean “primitive male parts of legs” 
(as “coxopodite” means the “coxal part of a leg’). Since there is 
no real evidence that the male genital organs of insects represent 
primitive legs, the genital organs of the pupa are simply the developed 
phallic lobes. Within them are formed the definitive genitalia of the 


no. 8 ANATOMICAL LIFE OF THE MOSQUITO—SNODGRASS 71 


adult. From the base of each lobe inside the pupal cuticle, as de- 
scribed by Christophers, is cut off a small median lobe (fig. 28 B, 
Mmr), and the lateral part becomes the rudiment of the clasper 
(Pmr). Finally, the two median lobes unite around the gonopore 
to form the aedeagus (C, Aed), while the lateral parameral lobes 
elongate to become the two-segmented claspers of the adult (D,E). 

In the mature condition the genitalia take on a great variety of 
forms and are complicated by the development of accessory parts. 
All this is a great boon to taxonomists, but it often creates difficulty 
for the morphologist. Anopheles quadrimaculatus (fig. 28D) gives 
a good example of one type of structure. Each paramere is divided 
into a large basimere (Bmr) and a long slender telomere (Tmr). 
The telomere is movable on the basimere by strong antagonistic 
muscles arising in the latter. The slender aedeagus (Aed) lies between 
the bases of the parameres and is connected with the basimeres by a 
pair of small basal plates (bp). The basimeres are equipped with 
long spines, and proximally each bears a membranous median lobe 
(clsp) united with the one from the opposite side. Each lobe is armed 
with strong spines and is known as a claspette, or claspette lobe. In 
other genera the claspettes are more commonly independent ap- 
pendages of the parameres, as seen in Aedes (E). The claspettes, 
according to Christophers (1922), are cut out from the parameres 
by secondary incisions of the latter. 

For illustrations of generic and specific variations in the male 
genital structure the student must consult taxonomic papers, but the 
nomenclature will be confusing. In the current terminology of 
mosquito specialists, the aedeagus is called the “mesosome” or “phallo- 
some,” the basal plates (bp) that connect it with the claspers are the 
“parameres,” and the claspers are the “side pieces.” In this scheme 
the term “paramere” is entirely misapplied, since it was first given to 
the claspers, and moreover, “side piece” is a direct English translation 
of “paramere.” The segments of the claspers are known also as the 
“basistyles” and “‘dististyles,’ but as shown by their development the 
claspers have no relation whatever to legs or abdominal styli. The 
terminology given on figure 28 is recommended for its simplicity and 
because it can be applied, on the basis of development, to the male 
genitalia in all the principal orders of insects (see Snodgrass, 1957). 

The terminal parts of the female abdomen are much simpler than 
those of the male, but their homologies are more difficult to under- 
stand. Beyond the eighth segment projects a small lobe (fig. 27 1) 
representing the combined ninth and tenth segments. The dorsum of 


72 SMITHSONIAN MISCELLANEOUS COLLECTIONS VOL. 139 


the ninth segment is a transverse basal arc (JX) usually containing a 
small tergal sclerite. Beyond it is the tenth segment (X) bearing a 
pair of lateral cerci (Cer) and the terminal anus (4m). Ventrally is 
a lobe known as the postgenital plate (pgpl) because the gonotreme 
(H, Gtr), or opening of the genital atrium, is situated at its base 
above the sternum of the eighth segment (VJJ/). The nature of the 
postgenital plate is doubtful ; it looks as if it should be the projecting 
sternum of the ninth segment. On its base there is generally a trans- 
verse fold known as the cowl (K, a) because it is sometimes reflected 
to form a hoodlike pocket. Surrounding the gonotreme above the 
end of the eighth sternum is a sclerotized ring (b, c) named the sigma 
by Christophers (1923). In figure K the ventral arc of the sigma (c) 
is turned forward; normally it is directed posteriorly (J, c). The 
sigma thus, as described by Christophers, resembles the lips of a half- 
opened clasp purse, in which it is represented by the metal frame- 
work of the purse. Some writers, however, without adducing specific 
evidence, regard the dorsal arc of the sigma as the ninth sternum. 
According to Christophers the whole structure is formed as a scleroti- 
zation in the intersegmental membrane of the gonotreme. 

All parts of the female terminalia are subject to much variation, as 
shown in comparative studies by Macfie and Ingram (1922), Christo- 
phers (1923), Davis (1926), Gerry (1932), Gjullin (1937), Roth 
(1946), Rees and Onishi (1951), and Hara (1957). The student, 
however, will be somewhat confused by the different ways the parts 
are represented and named. The drawings J and K on figure 27, taken 
from Gerry, are composite diagrams showing all the parts that have 
been described, but they probably do not present the exact structure 
in any one species. 

The gonotreme surrounded by the sigma above the eighth abdominal 
sternum leads into a small infolded pouch, the genital chamber, or 
atrium. In its anterior wall is the female gonopore, which is the open- 
ing of the median oviduct. Behind the gonopore the globular sperma- 
thecae (one, two, or three in number) open through the dorsal wall of 
the atrium, and into a posterior pouch of the dorsal wall, the caecus, 
opens the single accessory gland, called the “mucus gland,” but the 
nature of its secretion is not known (fig. 30 B). 


INTERNAL ANATOMY 


A thorough study of the internal anatomy of the mosquito has not 
been made, but the parts of principal interest will be the alimentary 
canal and the reproductive organs. The muscular and tracheal systems 


no. 8 ANATOMICAL LIFE OF THE MOSQUITO—SNODGRASS 73 


have no features peculiar to the mosquito, and even the unusual char- 
acters of the reproductive organs are common to other Diptera. The 
simple nervous system is that of the larva with an elaboration of the 
brain and the optic lobes in the head, a transposition of the first 
abdominal ganglion to the thorax, and the union of the eighth ab- 
dominal ganglion with the ganglion of the seventh segment. In the 
abdomen of the adult, therefore, the first ganglion is in the second 
segment (fig. 30C, Gngl/), and the last is a composite ganglion 
(Gng VII+VIII) in the seventh segment. The tracheal system has 
lost the large dorsal trunks of the larva, and the lateral trunks along 
the spiracles have been enlarged. 

The circulatory organs.—In the adult mosquito, as described by 
Jones (1954) in Anopheles, the dorsal blood vessel has in general the 
same structure as that of the larva. The part in the abdomen, how- 
ever, is more distinctly “chambered” because of segmental swellings 
before the ostia. An aortic sinus is said by Jones (1952) to be present 
in the adult as in the larva and pupa of Anopheles, Culex, and Aedes. 

The sinus is a dilatation of the aorta in the dorsal part of the thorax, 
with the corpora allata-cardiaca attached to it laterally. Anteriorly 
the sinus is continued into the cephalic aorta. The adult heart, ac- 
cording to Jones, beats predominantly forward, but periodically re- 
verses the direction of the beat. The heart has no innervation from 
any source and therefore its pulsations are myogenic, that is, engen- 
dered by the muscles themselves of the heart wall. Lateral alary 
muscles support the heart, but they do not vibrate, and when cut the 
heart keeps on beating. 

A vibratile muscular membrane across the cavity of the mesothoracic 
scutellum appears to be an accessory pulsatile organ, as in some other 
insects. A frontal bulblike organ between the bases of the antennae 
has been described by Day (1955) as a sense organ, and by Clements 
(1956) as a pulsating organ for driving blood into the antennae. 
If it is a sense organ, it is a newly discovered one as Day claims; 
if it is a pulsating organ it is not unique since a pulsatile organ in the 
same place is present in various other insects. 

The alimentary canal——The alimentary canal of the adult mosquito 
(fig. 29 A) in its general form is quite different from that of the larva. 
From the pharyngeal pump in the head (PhP) a short, narrow 
oesophagus (Oe) extends into the front of the thorax, where it joins 
a wider tube, which is the beginning of the stomach, or ventriculus 
(Vent). Shortly before its junction with the stomach the oesophagus 
gives off three pouches, known as the oesophageal diverticula, two 


74 SMITHSONIAN MISCELLANEOUS COLLECTIONS VOL. 139 


of which are dorsal and one ventral. In Aedes aegypti the dorsal 
diverticula (A, ddv) are small, flat, elongate sacs with slender necks 
diverging forward and laterally from the oesophagus (C). The single 
ventral diverticulum (4, vdv) has a long, slender neck which ex- 
pands into a large sac in the anterior half of the abdomen. This 
ventral diverticulum corresponds with the usual ‘“‘crop” of other 
Diptera. 





Fic. 29.—Alimentary canal and salivary glands of the adult female of 
Aedes aegypti. 


A, Sectional view of body showing alimentary canal and salivary system 
(glands on left displaced). B, The salivary glands. C, The oesophageal 
diverticula, ventral. D, Rectal sac and papillae. 

Alnt, anterior intestine; CbP, cibarial pump; ddv, dorsal diverticulum; 
Hphy, hypopharynx; Lb, labium; Lm, labrum; Mal, Malpighian tubules; Oe, 
oesophagus; PhP, pharyngeal pump; Rect, rectum; rp, rectal papillae; S/Dct, 
salivary duct; S/GI/d, salivary glands; S/P, salivary pump; vdv, ventral di- 
verticulum; Vent, ventriculus. 


The ventriculus (fig. 29 A, Vent), which is the functional stomach 
of the insect, for most of its length in the female mosquito is a 
narrow tube that extends upward through the thorax and then turns 
backward into the abdomen where it ends in a saclike enlargement that 
joins the intestine. The first part of the latter, or anterior intestine 
(AlInt), is a short, slender tube thrown into a small loop. Its anterior 
end, the pyloric region, joins the ventriculus by a funnel-shaped ex- 
pansion. At the other end the anterior intestine is continued into the 


no. 8 ANATOMICAL LIFE OF THE MOSQUITO—SNODGRASS 75 


posterior intestine, or rectum (Rect), which is much enlarged an- 
teriorly and tapers back to the anus. The inner wall of the pyloric 
funnel is armed in some species with numerous small spines directed 
posteriorly. These pyloric spines have been described and well il- 
lustrated by Trembley (1951) in species of Anopheles, Aedes, and 
Culex. In the anterior end of the rectum are six small, soft, conical 
rectal papillae (D, rp) projecting inward from the rectal wall. Five 
Malpighian tubules (A, Mal) arise from the pyloric region of the 
intestine as in the larva. 

The oesophageal diverticula are said to be empty on emergence of 
the mosquito from the pupa. Within an hour after ecdysis, however, 
according to Marshall and Staley (1932), the air that was pumped 
into the stomach begins to pass forward into the diverticula, and in 
12 to 22 hours the stomach is empty. 

The function of the oesophageal diverticula in relation to food 
intake has been studied by a number of investigators, but, though 
using the same experimental methods of feeding, the latter have not all 
come to the same conclusions. The subject has recently been well re- 
viewed by Trembley (1952) and by Megahed (1958), and good 
bibliographies are given by both these writers. In general it is found 
that ingested blood goes directly to the stomach, while fruit juices and 
sugar solutions go first into the diverticula, to be later delivered to 
the stomach. According to Trembley, blood in small amounts may 
occasionally go to the diverticula, and sugar solutions sometimes go 
direct to the stomach. The work of Megahed on Culicoides gives 
essentially the same results, the stomach being ordinarily the receptacle 
for blood, the diverticula for concentrated sugar solutions, but water 
and dilute sugar solutions go direct to the stomach. Most observations 
seem to apply to the female insect. Day (1954), however, in experi- 
ments on male mosquitoes, found that the sexes react similarly : “blood 
went to the mid-gut and sugar to the diverticulum in the male in spite 
of the fact that males do not ingest blood under natural conditions.” 

The “switching mechanism” that determines whether the ingested 
food goes into the stomach or the diverticula, Day (1954) has pro- 
posed, is governed by the different kinds of sense organs in the wall of 
the cibarial pump (buccal cavity). If receptors of one type are 
stimulated by sugar it may be supposed that they cause a relaxation of 
sphincter muscles of the diverticula; if others are sensitive to blood 
components, they may effect a relaxation of the cardiac sphincter of 
the stomach. In the neck of the ventral diverticulum, Day notes the 
presence of a group of spines, which would appear to assist in keeping 


76 SMITHSONIAN MISCELLANEOUS COLLECTIONS VOL. 139 


blood corpuscles out of the diverticulum when the circular muscles in 
the neck of the diverticulum are contracted. 

The salivary glands.—The salivary glands of the mosquito consist 
each of three lobes (fig. 29 B), of which the middle lobe is shorter 
than the other two. The glands lie at the sides of the anterior end of 
the ventriculus (A, S/G/d; the left gland is displaced in the figure). 
The two ducts extend into the back of the head, where they unite in a 
single outlet tube (fig. 24 A, SIDct), which ends at the base of the 
hypopharynx in a small syringelike swelling that acts as a salivary 
ejection pump (S/P). On the elastic dorsal wall of the pump is in- 
serted a dilator muscle (18) from the floor of the cibarial pump. The 
salivary pump discharges through the salivary canal (sc) of the hypo- 
pharynx in the female; in the male the duct traverses the labium 
(fig. 22 F). The salivary secretion in species of Anopheles, according 
to Metcalf (1945), contains both an anticoagulin and an agglutinin, 
but in other pest species neither appears to be present. 

The salivary glands are of particular interest in connection with the 
transmission of disease by mosquitoes. They offer the only avenue of 
escape for disease organisms from the body cavity of the mosquito into 
the blood of an alternate host. The sporozoites of malaria, for ex- 
ample, that penetrate into the salivary glands are carried in the saliva 
of the biting mosquito directly into the vertebrate host, which is 
necessary for the completion of the complex life history of the 
malaria parasite, Plasmodium. This suggests the question of how it 
became obligatory for some parasites to divide their developmental 
history between two different animals, but the known facts give no 
answer. Mosquitoes do not bite each other, and there is no way by 
which the malaria parasite can be normally transferred from one 
vertebrate to another. 

The reproductive system.—The organs of reproduction in the 
Diptera include the parts common to all insects, but their structure in 
two respects is exceptional. Each testis appears to correspond with a 
single testicular tube in other insects; the egg tubes of each ovary are 
extremely small, and all are enclosed in a cellular sheath. 

The male organs of the mosquito include a pair of testes (fig. 30 E, 
Tes), a pair of testicular ducts, or vasa deferentia (Vd), which enlarge 
posteriorly to form a pair of seminal vesicles (SV) that in some 
species are united (D). The vesicles end in a very short common 
ductus ejaculatorius (Dej), which receives a pair of large accessory 
glands (AcG/d) and then opens directly into the base of the aedeagus 
(Aed). In the normal condition the reproductive organs lie beneath 
the alimentary canal, but, with the inversion of the terminal segments 
of the abdomen, the relation is reversed (fig. 30 A)—the ejaculatory 


no. 8 ANATOMICAL LIFE OF THE MOSQUITO—SNODGRASS TG. 





Fic. 30.—Reproductive organs and the abdominal nerve cord of the adult 
mosquito. 


A, Culex quinquefasciatus, end of male abdomen, left side removed, exposing 
the inverted reproductive organs and rectum. B, Diagram of female reproductive 
organs, dorsal (adapted from Christophers, 1901). C, Aedes aegypti, male, 
ventral nerve cord of abdomen and genital outlets, dorsal. D, Same, male re- 
productive organs, ventral. E, Culex quinquefasciatus, male reproductive organs 
after inversion, lower side (dorsal). F, Same, with part of intestine, upper side 
(ventral). 

AcGld, accessory gland; Aed, aedeagus; Atr, atrium, genital chamber; Bmr, 
basimere; Dej, ductus ejaculatorius; Gng, ganglion; Gtr, gonotreme; Int, 
intestine; Odc, oviductus communis; Odl, oviductus lateralis; Ov, ovary; Ovl, 
ovariole; Pmr, paramere; Ptgr, proctiger; Rect, rectum; S, sternum; Sh, sheath 
of ovary; Spt, spermatheca; SV, seminal vesicle; T, tergum; Tes, testis; tf, 
terminal filament of ovary; Tmr, telomere; Vd, vas deferens. 


78 SMITHSONIAN MISCELLANEOUS COLLECTIONS VOL. 139 


duct, the seminal vesicles, and the accessory glands now lie above the 
intestine. Since the testes are not affected by the inversion, the long 
vasa deferentia as in Culex (E) cross each other, but when the ducts 
are united as in Aedes (D) a simple twist takes place at the junction 
of the ducts. 

The testis of most insects consists of a number of individual tubes 
in which the spermatozoa are formed as are the eggs in the ovarian 
tubes, and, except in the apterygotes, the tubes of each testis are 
enclosed in an investing sheath. The testes of the mosquito are 
elongate, pear-shaped bodies (fig. 30 D,E,F, Tes) continuous with the 
ducts. Each testis, however, appears in its entirety to be a single 
testicular tube. The same is true of the testes in other Diptera. In the 
narrowed upper end of each organ is a mass of undifferentiated cells ; 
the rest of the lumen is filled with spermatocytes and spermatozoa 
in various stages of development. The mature spermatozoa are ex- 
tremely long and threadlike; when liberated from the testis they 
exhibit active undulatory movements. The spermatozoa are stored 
in the seminal vesicles preliminary to mating, and the accessory glands 
probably have a prostate function, giving the spermatozoa a liquid 
medium in which they are discharged. 

The reproductive organs of the female mosquito, represented 
diagrammatically at B of figure 30, include the parts characteristic of 
the female organs of insects in general. These are a pair of ovaries 
(Ov), the lateral oviducts (Odl) from the ovaries, and a median 
common oviduct (Odc) with which the lateral ducts are joined. The 
common duct opens by the primary genital aperture, or gonopore, into 
a small pocket above the end of the eighth abdominal sternum. This 
pocket, the genital chamber, or atrium, being a secondary inflection 
of the body wall between the eighth and ninth abdominal segments, is 
therefore not a part of the primary genital passage. The external 
opening of the atrium may be designated the gonotreme (Gtr). Into 
the dorsal wall of the atrium just behind the gonopore open the ducts 
of the spermathecae (Spt), which are usually three in number, though 
in Anopheles there is only a single spermatheca. Behind the 
spermathecal openings arises an accessory gland (AcGld), the func- 
tion of which is not known in the mosquito. In other insects accessory 
glands usually secrete a cement for attaching the eggs to a support, 
or a material to form an egg covering. 

The atrium serves as a copulatory pouch at the time of mating, and 
the spermatozoa from the male are stored in the spermathecae. Then 
when the eggs leave the oviduct they are received in the atrium and 


no. 8 ANATOMICAL LIFE OF THE MOSQUITO—SNODGRASS 79 


are here fertilized by sperm discharged from the spermathecae. 
Finally the eggs are passed out through the gonotreme at the time of 
laying. 

The ovaries of the mosquito differ in several respects from the 
usual structure of these organs in other insects. A typical insect 
ovary consists of a group of slender tubes known as ovarioles opening 
into the end of a lateral oviduct. The ovarioles taper upward and 
end in filaments that unite in a common strand attached to tissues 
in the neighborhood of the heart. A mature ovariole contains a series 
of ripening egg cells of successively larger size, with the mature egg 
in its lower end. Each egg is accompanied by a number of nutritive 
cells, or so-called nurse cells, which are absorbed by the egg as it 
matures. Each egg and its nurse cells are contained in a compartment 
of the ovariole known as a follicle. The follicles appear as swellings 
along the ovariole, increasing in size with the growth of the egg. 
The egg cell and the nurse cells are formed by division of the undif- 
ferentiated cells in a chamber, the germarium, in the upper end of 
the follicle. The eggs do not pass down the ovarioles; each ovariole 
grows from the germarium as an egg leaves the lowermost follicle and 
the latter disintegrates. 

In the mosquito ovary (fig. 30 B) the ovarioles (Ovl) are very 
short and are arranged in rows along an axial cavity of the ovary. As 
in other Diptera, each ovary is invested in a thin membranous sheath 
(Sh) in which there are fine muscle fibers, and the sheath itself ends in 
a terminal filament (tf) attached to tissues along the sides of the 
heart. The muscle fibers of the ovarian sheath in Anopheles are said 
by Nicholson (1921) to be striated, but Jones (1958) finds that those 
of Aedes do not show a distinct striation in live, unstained whole 
mounts at 1,000 magnification under phase optics. 

Each ovariole consists of a large egg-containing follicle with a small 
projection on its free end representing the germarium and one or 
two minute undeveloped follicles, The structure of the egg follicle of 
Culex has been described by Nath (1924), and an account of the de- 
velopment of the ovary and the development and nutrition of the eggs 
in the ovary of Anopheles is given by Nicholson (1921), by Christo- 
phers, Sinton, and Covell (1928), and by Mer (1936). The develop- 
mental processes described in the mosquito differ little from those in 
insects generally. 

Many female mosquitoes need a meal of blood for the production of 
eggs. The eggs of Anopheles and Aedes are fully developed in two to 
three days after the female has fed. It is said by Roy (1936) that in 


80 SMITHSONIAN MISCELLANEOUS COLLECTIONS VOL. 139 


Aedes there is “a definite quantitative relationship between the weight 
of the blood meal and the number of eggs produced.” As noted by 
Christophers, Sinton, and Covell (1928), the eggs in the lower follicles 
of all the ovarioles mature at the same time, so that as many eggs are 
ready for laying as there are ovarioles. When these eggs are deposited 
the eggs in the next follicles above mature, and so the production of 
fresh lots of eggs “seems to have no limit other than the life of the 
mosquito.” 


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1911. Nahere Mitteilungen tiber die myrmecophile Culicide. Harpagomyia 

splendens de Mej. Tijds. Ent., vol. 54, pp. 149-161, 3 pls. 
JENSEN, DINNIEMAUD V., AND JONES, J. C. 

1957. The development of the salivary glands in Anopheles albimanus 
Wiedemann (Diptera, Culicidae). Ann. Ent. Soc. America, vol. 50, 
pp. 464-460, 8 figs. 

Jounston, C. 

1855. Auditory apparatus of the Culex mosquito. Quart. Journ. Micr. Sci., 

vol. 3, pp. 97-102, 1 pl. 
Jones, J. C. 

1952. Prothoracic aortic sinuses in Anopheles, Culex, and Aedes. Proc. Ent. 
Soc. Washington, vol. 54, pp. 244-246, 1 fig. 

1954. The heart and associated tissues of Anopheles quadrimaculatus Say 
(Diptera: Culicidae). Journ. Morph., vol. 94, pp. 71-124, 4 pls. 

1958. Observations on the anatomy and physiology of the ovaries of Aedes 
aegyptt L. Anat. Rec., vol. 132, p. 460. 

The anatomy and rhythmical activities of the alimentary canal of 
Anopheles larvae. Ann, Ent. Soc. America. (In press.) 


84 SMITHSONIAN MISCELLANEOUS COLLECTIONS VOL. 139 


KeiLin, D.; Tate, P.; AND VINCENT, M. 
1935. The perispiracular glands of mosquito larvae. Parasitol., vol. 27, pp. 
257-262, 2 figs. 
KENNEDY, J. S. 
1939. The visual responses of flying mosquitoes. Proc. Zool. Soc. London, 
vol. 109, Ser. A, pp. 221-242, 5 figs. 
Knap, F. 
1909. The role of air in the ecdysis of insects. Proc. Ent. Soc. Washington, 
vol. 11, pp. 68-73. 
Lawson, J. W. H. 
1951. The anatomy and morphology of the early stages of Culicoides 
nebulosus Meigen (Diptera: Ceratopogonidae-Heleidae). Trans. 
Roy. Ent. Soc. London, vol. 102, pp. 511-570, 46 text figs., 1 pl. 
Macrig, J. W. S., AND INGRAM, A. 
1922. On the genital armature of the female mosquito. Ann. Trop. Med. 
and Parasitol., vol. 16, pp. 157-188, 23 figs. 
MANZELLI, M. A. 
1941. Studies on the effect of reduction of surface tension on mosquito pupae. 
Proc. 28th Ann. Meeting New Jersey Mosquito Extermination 
Assoc., pp. 19-23, 3 figs. 
MarsHALl, J. F. 
1938. The British mosquitoes. 341 pp., 172 text figs., 18 pls. London. 
MarRSHALL, J. F., aNp STALEY, J. 
1932. On the distribution of air in the oesophageal diverticula and intestine 
of mosquitoes. Parasitology, vol. 24, pp. 368-381, 8 figs. 
1935. Generic and subgeneric differences in the mouth-parts of male mos- 
quitoes. Bull. Ent. Res., vol. 26, pp. 531-532, I fig. 
MEGAHED, M. M. 
1958. The distribution of blood, water, and sugar solutions in the mid-gut 
and oesophageal diverticulum of female Culicoides nubeculosus 
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MENEEsS, J. H. 
1958a. The maxilla and labium of the larva of Anopheles quadrimaculatus 
Say. Bull. Brooklyn Ent. Soc., vol. 53, No. 2, pp. 25-38, 2 pls. 
1958b. The facial areas, labrum, epipharynx, hypopharynx and mandibles of 
the larva of Anopheles quadrimaculatus Say. Bull. Brooklyn Ent. 
Soc., vol. 53, pp. 124-140, 2 pls. 
Mer, G. G. 
1936. Experimental study on the development of the ovary in Anopheles 
elutus Edw. (Dipt. Culic.). Bull. Ent. Res., vol. 27, pp. 351-359. 
MeEtca_r, R. L. 
1945. The physiology of the salivary glands of Anopheles quadrimaculatus. 
Journ. Nat. Malaria Soc., vol. 4, pp. 271-278. 
Miati, L. C., anp Hammonp, A. R. 
1900. The structure and life-history of the harlequin fly (Chironomus). 
196 pp., I pl., 129 text figs. Oxford. 
MontscHaDsky, A. 
1930. Die Stigmenplatten der Culiciden-Larven. Eine systematische Studie. 
Zool. Jahrb., Syst., vol. 58, pp. 541-636, 6 pls. 


No. 8 ANATOMICAL LIFE OF THE MOSQUITO—SNODGRASS 85 


Natu, V. 
1924. Egg-follicle of Culex. Quart. Journ. Micr. Sci., vol. 69, pp. 151-175, 
2 pls. 
NicuHotson, A. J. 
1921. The development of the ovary and ovarian egg of a mosquito, 
Anopheles maculipennis, Meig. Quart. Journ. Micr. Sci., vol. 65, 
PP. 395-448, 4 pls. 
Rees, D. M., ANp ONISHI, K. 
1951. Morphology of the terminalia and internal reproductive organs, and 
copulation in the mosquito, Culiseta inornata (Williston). Proc. 
Ent. Soc. Washington, vol. 53, pp. 233-246, § text figs., 1 pl. 
Ricuins, C. A. 
1938. The metamorphosis of the digestive tract of Aedes dorsalis. Ann. Ent. 
Soc. America, vol. 31, pp. 74-87, 1 text fig., 3 pls. 
1945. The development of the midgut in the larva of Aedes dorsalis Meigen. 
Ann. Ent. Soc. America, vol. 38, pp. 314-320, 1 pl. 
Risver, H. 
1955. Das Gehororgan der Mannchen von Culex pipiens L., Aedes aegypti 
L. und Anopheles stephenst Liston (Culicidae). Zool. Jahrb., Anat., 
vol. 74, pp. 478-490, 12 figs. 
Rosinson, G. G. 
1939. The mouthparts and their function in the female mosquito, Anopheles 
maculipennis. Parasitology, vol. 31, pp. 212-242, 9 figs. 
Rotu, L. M. 
1946. The female genitalia of the Wyeomyia of North America. Ann. Ent. 
Soc. America, vol. 39, pp. 292-297, 1 pl. 
1948. A study of mosquito behavior. American Midl. Nat., vol. 40, pp. 265- 
352, 59 figs. 
1951. Loci of sensory end-organs used by mosquitoes (Aedes aegypti (L.) 
and Anopheles quadrimaculatus Say) in receiving host stimuli. 
Ann, Ent. Soc. America, vol. 44, pp. 59-74, 6 figs. 
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1936. On the role of blood in ovulation in Aédes aegypti, Linn. Bull. Ent. 
Res., vol. 27, pp. 423-429. 
SALEM, H. H. 
1931. Some observations on the structure of the mouth parts and fore-in- 
testine of the fourth stage larva of Aedes fasciata (Fab.). Ann. 
Trop. Med. and Parasitol., vol. 25, pp. 303-419, 14 figs. 
SAMTLEBEN, B. 
1929. Zur Kenntnis der Histologie und Metamorphose der Mitteldarms der 
Stechmiickenlarven. Zool. Anz. vol. 81, pp. 97-100, 5 figs. 
Sato, /S: 
1950. Compound eyes of Culex pipiens var. pallens Coquillett. Sci. Rep. 
Tohoku Univ., ser. 4 (Biol.), vol. 18, pp. 331-341, 3 figs. 
1951a. Development of the compound eye of Culex pipiens var. pallens 
Coquillett. Sci. Rep. Tohoku Univ., ser. 4 (Biol.), vol. 19, pp. 23- 
28, 3 figs. 
1951b. Larval eyes of Culex pipiens var. pallens Coquillett. Sci. Rep. Tohoku 
Univ., ser. 4 (Biol.), vol. 10, pp. 20-32, 6 figs. 


86 SMITHSONIAN MISCELLANEOUS COLLECTIONS VOL. 139 


1953a. Structure and development of the compound eye of Aedes (Finlaya) 
japonicus Theobald. Sci. Rep. Tohoku Univ., ser. 4 (Biol.), vol. 20, 
PP. 33-44, 6 figs. 

1953b. Structure and development of the compound eye of Anopheles 
hyrcanus sinensis Wiedemann. Sci. Rep. Tohoku Univ., ser. 4 
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SCHIEMENZ, H. 

1957. Vergleichende funktionell-anatomische Untersuchungen der Kopf- 
muskulatur von Theobaldia und Eristalis (Dipt. Culicid. und 
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SCHREMMER, F. 

1949. Morphologische und funktionelle Analyse der Mundteile und des 
Pharynx der Larve von Anopheles maculipennis Meig. Oster- 
reichische Zool. Zeitschr., vol. 2, pp. 173-222, 14 figs. 

1950. Bau und Funktion der Larvenmundteile der Dipterengattung Diva 
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SHacasy, A. M. 

1956. On the mouth parts of the larval instars of Anopheles quadrimaculatus 
(Say). Bull. Soc. Ent. Egypte, vol. 40, pp. 137-174, 37 figs. 

1957a. On the mouth parts of the larval instars of Aedes aegypti (L.) 
(Diptera: Culicidae). Bull. Soc. Ent. Egypte, vol. 41, pp. 145-177, 
38 figs. 

1957b. On the mouth parts of the larval instars of Culex quinquefasciatus 
(Say). Bull. Soc. Ent. Egypte, vol. 41, pp. 269-208, 38 figs. 

1957c. The mouth parts of the larval instars of Psorophora ciliata (Fab- 
ricius). Bull. Soc. Ent. Egypte, vol. 41, pp. 420-455, 39 figs. 

1957d. The homology of the labium-hypopharynx complex of the larva of 
Culex molestus Forsk. (Diptera: Culicidae). Ann. Ent. Soc. 
America, vol. 50, pp. 265-270, 5 figs. 
Sinton, J. A., AND COVELL, G. 

1927. The relation of the morphology of the buccal cavity to the classifica- 
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Snopocrass, R. E. 

1944. The feeding apparatus of biting and sucking insects affecting man 
and animals. Smithsonian Misc. Coll., vol. 104, No. 7, 113 pp., 39 
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1947. The insect cranium and the “epicranial suture.” Smithsonian Misc. 
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1957. A revised interpretation of the external reproductive organs of male 
insects. Smithsonian Misc. Coll., vol. 135, No. 6, 60 pp., 15 figs. 

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1947. The flight-tone (wing-stroke frequency) of insects. Acta Ent. Fen- 

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1957. The pasture Aedes of central and northern California. The egg stage: 
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Tuomeson, M. T. 

1905. Alimentary canal of the mosquito. Proc. Boston Soc. Nat. Hist., vol. 

32, pp. 145-202, 6 pls. 


No. 8 ANATOMICAL LIFE OF THE MOSQUITO—SNODGRASS 87 


TREMBLEY, HELEN L. 

1951. Pyloric spines in mosquitoes. Journ. Nat. Malaria Soc., vol. 10, No. 3 
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1952. The distribution of certain liquids in the esophageal diverticula and 
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Tuttocu, G. S., anp SHapIRo, J. E. 

1951. Electron micrographs of antennal hairs of mosquitoes. Bull. Brooklyn 

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1953. The mouth parts of the male mosquito Anopheles quadrimaculatus 

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1921. Kritsche und erginzende Mitteilungen zur Anatomie des Stechap- 
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WESENBERG-Lunp, C. 

1918. Anatomical description of the larva of Mansonia Richiardii (Ficalbi) 
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WIGGLESwortTH, V. B. 

1930. The formation of the peritrophic membrane in insects, with special 
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Woottey, T. A. 

1943. The metamorphosis of the nervous system of Aedes dorsalis Meigen. 

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1907. Die Augen einiger Dipterenlarven und -Puppen. Zool. Anz., vol. 31, 

PP. 247-255, 13 figs. 








Ci ire» 


SMITHSONIAN MISCELLANEOUS COLLECTIONS 
VOLUME 139, NUMBER 9 


Roebling Fund 


A LONG-RANGE FORECAST OF 
UNITED STATES PRECIPITATION 


By 
Cc. G. ABBOT 


Research Associate, Smithsonian Institution 


(PusricatTion 4390) 


CITY OF WASHINGTON 
PUBLISHED BY THE SMITHSONIAN INSTITUTION 
» ©. MARCH 23, 1960 


+i, 








SMITHSONIAN MISCELLANEOUS COLLECTIONS 
VOLUME 139, NUMBER 9 


Roebling Fund 


A LONG-RANGE FORECAST OF 
UNITED STATES PRECIPITATION 


By 
Cc. G. ABBOT 


Research Associate, Smithsonian Institution 





(Pusication 4390) 


CITY OF WASHINGTON 
PUBLISHED BY THE SMITHSONIAN INSTITUTION 
MARCH 23, 1960 


THE LORD BALTIMORE PRESS, INC. 
BALTIMORE, MD., U. S. A. 


Roebling Fund 


A LONG-RANGE FORECAST OF UNITED STATES 
PRECIPIFATION 
By C. G. AxBBor 


Research Associate, Smithsonian Institution 


FOREWORD 


A hidden family of harmonic regular periods exists in weather. 
The periodic members of this family persist with unchanged lengths 
for scores of years. By determining their average forms and ampli- 
tudes for intervals of a thousand months, successful forecasts may 
be made for years to come; or backcasts may be made for former 
years and compared to former events. Agreement of such backcasts 
with the records warrants confidence in future forecasts. 

These claims seem preposterous to most meteorologists. Therefore, 
before proceeding to explain the method and to give forecasts to 1967 
for 32 cities of the United States, illustrative forecasts for the years 
1950 to 1958 will now be shown and compared to the records of that 
interval graphically. 

Figures 1, 2, and 3 show forecasts (dotted) and the observed march 
of precipitation, 1950-1958. These curves represent 3-month running 
means, and are expressed in percentages of normal precipitation. Fig- 
ure I represents precipitation at Madison, Wis., and figure 2 at Nash- 
ville, Tenn. The curve at the top of figure 2 will be described later. 
Figure 3 shows forecast and observation for Sacramento, Calif. 

I have computed for several cities coefficients of correlation be- 
tween my forecasts and the observed precipitation for the years 1950 
through 1958. They are as follows: Washington, D. C., 52.3 percent ; 
Cincinnati, Ohio, 57.3 percent ; Nashville, Tenn., 59.0 percent ; Inde- 
pendence, Kans., 52.0 percent; Madison, Wis., 56.6 percent; Sacra- 
mento, Calif., 69.0 percent. 

These coefficients indicate that my forecasts are over halfway to- 
ward perfect long-range prediction of weather. There still remain 
undisclosed variables that produce the discrepancy of about 40 percent 
between my coefficients and perfect correlation. 


SMITHSONIAN MISCELLANEOUS COLLECTIONS, VOL. 139, NO. 9 


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NO. 9 FORECAST OF U. S. PRECIPITATION—ABBOT 5 


FORECASTS OF PRECIPITATION FOR 32 CITIES, 1950-1967 


This project was sponsored by the Association for Applied Solar 
Energy of Phoenix, Ariz., and the Smithsonian Institution of Wash- 
ington, D. C. Funds for the costs of electronic computations were 
supplied to the Association by the Valley National Bank and the 
Arizona Public Service Company. About 7,000 tables of precipitation 
were electronically computed by Jonathan Wexler, a student at the 
Arizona State College at Tempe. He ingeniously programmed the 
machine for this special purpose. Monthly records of precipitation 
at 32 stations from about the year 1870 were taken from publications 
generously furnished by the United States Weather Bureau. 


TABLE 1.—List of stations 


1. Abilene, Tex. 17. Nashville, Tenn. 

2. Albany, N. Y. 18. Natural Bridge, Ariz. 
3. Albany, Oreg. 19. Omaha, Nebr. 

4. Augusta, Ga. 20. Peoria, Ill. 

5. Bismarck, N. Dak. 21. Port Gibson, Miss. 

6. Charleston, S. C. 22. Rochester, N. Y. 

7, Cincinnati, Ohio 23. Sacramento, Calif. 

8. Denver, Colo. 24. Salisbury, N. C. 

9. Detroit, Mich. 25. Salt Lake City, Utah 
10. Eastport, Me. 26. San Bernardino, Calif. 
11. El Paso, Tex. 27. Santa Fe, N. Mex. 
12. Helena, Mont. 28. Spokane, Wash. 

13. Independence, Kans. 29. St. Louis, Mo. 

14. Little Rock, Ark. 30. St. Paul, Minn. 

15. Madison, Wis. 31. Thomasville, Ga. 

16. Montgomery, Ala. 32. Washington, D. C. 


Secretary Leonard Carmichael of the Smithsonian Institution as- 
signed Mrs. Lena Hill and Mrs. Isobel Windom to assist me in 
preparing forecasts. He approved grants from funds given for the 
study of solar radiation and weather by the late John A. Roebling. 
I am greatly indebted to Miss M. A. Neill for careful preparation of 
my manuscript. 

I selected 32 cities distributed with approximate uniformity over 
the United States. The cities chosen are listed in table 1. 


THE METHOD 


As I suppose no one hitherto has ventured to predict values of 
precipitation, at definite places, for as much as 8 years in advance, 
I now indicate briefly how it is done. I quote apposite passages from 


6 SMITHSONIAN MISCELLANEOUS COLLECTIONS VOL. 139 


my former papers,’ with slight changes dictated by later experience. 

Periods in sun and weather.—The sun’s radiation which we see 
and feel, like that of many other stars, is variable. Solar output of 
radiation seldom exceeds 2 percent in its variation. However, its 
variation comprises as many as 60 regular periodic pulses, ranging 
from 1 month or less to 273 months or more. All are exact submul- 
tiples (or aliquot parts) of 273 months, as 91, 39, 7 months, and many 
more. They range in amplitude from 1/50 to 1/4 percent. All go 
on simultaneously, like overtones of a musical note. 

As many as 30 of these exact periods have been found in monthly 
weather records which have been kept from 1870 and earlier. They 
occur in records both of precipitation and temperature. Far from 
being confined to fractions of 1 percent, as in solar radiation, in pre- 
cipitation they individually range from 5 to 35 percent of the normal 
average. In temperature they range from 1° to 3° F., and these limits 
refer to 3-month smoothed records. Owing to the large number of 
these weather periods, some in plus, some in minus phases at any one 
time, their combined influence is not usually startlingly great. 

Normals.—Long records of weather ordinarily state “normal” 
monthly values found by taking the monthly averages of all the years 
tabulated. I have found considerable differences in normals if com- 
puted separately for years of high and low sunspot frequencies, re- 
spectively. I therefore compute separate monthly normals for years 
above and below an average of 20 Wolf numbers in sunspot fre- 
quency. From these normals I tabulate the departures in tempera- 
ture, and the percentages of normal precipitation. 

The monthly values have too wide jumps to be most useful. I 
smooth the record by 3-month consecutive means. Thus for February 
I use (January+February+ March) X1/3, and similarly for other 
months. 

Lags.—Supposing, contrary to meteorologists’ opinion, that the 
variation of the sun is the real cause of the variation of the weather, 
since it has identically the same periods, I point out that well-known 
variations of insolation suffer variable lags in their weather influence, 
depending on place and time. 

Lags of solar effects, as they differ with locality, indicate that the 
state of the atmosphere is an important factor. The atmospheric 


1a, Journal of Solar Energy, Sci. and Eng., vol. 1, No. 1, January 1957; 
b, ibid., vol. 2, No. 1, January 1958; c, Smithsonian Misc. Coll., vol. 122, No. 4, 
August 1953; d, ibid., vol. 128, No. 3, April 1955; e, ibid, vol. 128, No. 4, 
June 1955; f, ibid., vol. 134, No. 1, September 1956; g, ibid., vol. 138, No. 3, 
February 1950. 


NO. 9 FORECAST OF U. S. PRECIPITATION—ABBOT 7 


condition varies not only with locality but with time of the year, 
prevalence of sunspots, and march of population. To partially meet 
these difficulties, I tabulate separately for three periods of the year: 
January-April; May-August ; September-December ; also with Wolf 
sunspot numbers above and below 20; also with lapse of time before 
and after the midpoint of the record. These divisions of the available 
monthly data lead to computing 220 tables at each station before 
undertaking a forecast. 

Forecasts by periods —My forecasts are made by adding the effects 
of 27 regular periodic cycles in precipitation. These cycles, like the 
harmonics of musical sounds, proceed simultaneously, and are in- 
tegrally related to a fundamental cycle. This fundamental is 273 
months. The harmonics employed are as follows: 


TABLE 2.—Periods used for forecasting 


Fraction Months Fraction Months Fraction Months 
1/3 gl 1/12 22-3/4 1/27 10-1/9 
1/4 68-1/4 1/14 19-1/2 1/28 9-3/4 
1/5 54-3/5 1/15 18-1/5 1/30 9-1/10 
1/6 45-1/2 1/18 15-1/6 1/33 8-3/1 
1/7 39 1/20 13-13/20 1/36 7-7/12 
1/8 34-1/8 1/21 13 1/39 7 
1/9 30-1/3 1/22 12-9/22 1/45 6-1/15 
1/10 27-3/10 1/24 11-3/8 1/54 5-1/18 
1/1! 24-9/11 1/26 10-1/2 1/63 4-1/3 


The harmonic family referred to was discovered in the variation 
of the measures of the solar constant of radiation. Figure 4 shows 
26 of over 60 periods discovered in solar variation.” Identical cycles 
were later found in precipitation and temperature by study of long- 
continued weather records. While the periods of the harmonics are 
invariable, both in the sun and weather, and their phases are invari- 
able in solar radiation, their phases shift in weather, depending on 
atmospheric influences, as will be described below. On account of 
these phase changes, depending on several variables discovered in my 
studies of precipitation begun with Peoria, Ill., about 10 years ago, 
the harmonic family in weather is obscured and hidden, and is as yet 
unrecognized by most meteorologists. Nevertheless it is verified by 
an enormous mass of evidence, as will appear below. 

No observations required—Many meteorologists and others sup- 
pose that my method of long-range weather forecasting depends on 
solar observations, but this is not so. The harmonic family referred 


2 See in reference, footnote 1, e, above, figure 3 and table 3. 


VOL. 139 


SMITHSONIAN MISCELLANEOUS COLLECTIONS 


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NO. Q FORECAST OF U. S. PRECIPITATION—-ABBOT 9 


to was indeed discovered by the study of over 30 years of daily “solar- 
constant” observations of the Smithsonian Astrophysical Observatory. 
But now that the harmonic family has been found in weather, no 
observations of any kind are required. It is only necessary to employ 
a long record of monthly mean values of precipitation, or temperature, 
to make long-range predictions. These are approximately verified if 
no unusual alterations of atmospheric conditions make the averages 
from long records inapplicable. 

Sports—As my forecasts depend on the assumption that the av- 
erage conditions of the periods over a thousand months will be pro- 
jected into the future, it is important not to include wild “sport” 
values of precipitation in the thousand-month basis. Hence I have 
diminished sporadic very high values to about two times normal, and 
have raised sporadic drought values of less than 4o percent of normal 
to exceed that limiting low value. These limits refer to 3-month 
smoothed records. For most of my 32 stations these changes are very 
rare. But in two or three of the desert stations possibly one value in 
ten was changed to avoid spoiling the representative character of the 
basis. The considerable measure of success of my forecasts is the 
main defense of the method used to produce them. If the degree of 
success is found to be valuable, no doubt those who in future will 
use the method will greatly improve it by modifications dictated by 
reason and experience. 

Backcasts—Since my forecasts are made by adding the average 
effects of 27 harmonic periods over an interval of about 1,000 months, 
the 12 months of record for any one year can produce only about 1 
percent of influence on the forecast for that year, even if those 12 
months are among the thousand months employed as a basis. There- 
fore all forecasts or backcasts are equally sound, whether they relate 
to time before, within, or after the thousand months of record.® 

The preceding paragraph is important. The forecasts for 32 cities 
all extend from 1950 to 1967. The degree of similarity between the 
forecasts and what happened up to 1958 is the index of their prob- 
able agreement from 1959 to 1967. 

The 273-month period.—Daily solar-constant observations pro- 
ceeded from 1920 to 1952 at Montezuma, Chile. This interval is not 
long enough to determine the master period accurately. But the 
10-1/9-month period in weather is a strong one and has long been 
followed in Washington precipitation. I determined its amplitude for 
several periods differing slightly from 10-1/9 months. For this pur- 


8 See discussion of backcasts at a later page. 


IO SMITHSONIAN MISCELLANEOUS COLLECTIONS VOL. 139 


pose I used about 790 monthly mean values of Washington precipita- 
tion, all observed when Wolf sunspot numbers exceeded 20. These 
values were smoothed by 3-month consecutive means, which of course 
reduces the ranges of percentage departures from normal to about 
two-thirds of their actual monthly values. Table 3 and figure 5 show 
the results. 

Figure 5 clearly shows that a value of the master period between 
273 and 275 months is definitely indicated. 

I have preferred 273 months rather than 275 months because it is 
an integral multiple of the strong periods 7, 13, 39, and 91 months. 
It cannot be much more than 1/3 percent from the true master period. 


TABLE 3.—Percentage amplitudes of proposed periods 


Period Ranges 

Months Percent 

2752 \NO5.7. STOS:4| O25" 100.7. 166.9) 00.3 \, 07.3.1, 107.0, Gk.0U pon 9.4 
27 

273.0 05:7. 95.8 \ 03.4... 06.1, 00.3) 102.0, 103.7 108.0). 104:8 {tOL.1, (34.6 





27 
275.0 109.8 102.4 103.3 99.3 95.4 929 962 97.6 988 104.5 16.9 





27 
277.0 94.6 104.4. 106.2. 10T.3 105.8 105.5 (946.. 97.5 » 96.0. 03:3. 12.90 





27 


The subordinate periods—Of the 27 periods used in forecasting, 
12 exceed 15-1/6 months in length. Owing to arrangements used to 
treat changes of phase, which will be described, 42 tabulations for 
each city are made of these 12 periodicities. Almost without excep- 
tion the curves representing these 42 tables betray overriding har- 
monics of the period in question, from two to eight in number. These 
overriders must be evaluated and eliminated before the period in 
question stands free. 

I show in table 4 and figure 6 the treatment of one only of the four 
tables representing the 39-month period in precipitation at Helena, 
Mont. Eight tabulations of successive runs of this period over the 
interval of years 1891 to 1917 give the mean values and average de- 
viations from the mean in percentages of normal precipitation. Then 
five harmonics of 39 months are successively removed, yielding the 
smooth-curve deviations from 100 percent given in column S, and its 
deviations from what remains after the five removals of harmonics. 
In the final column of table 4, and the final smooth curve of figure 6, 
we see the real periodicity of 39 months. The average deviation from 


NO. 9 FORECAST OF U. S. PRECIPITATION—ABBOT II 


curve a is 29.6 percent, and that from curve 0 is 2.1 percent. The 
reduction of 93 percent in deviation is due to removing exact har- 
monics of 39 months. 

Overriding periods—As another example I quote from footnote 
I, g, cited above, showing figure 4 of that reference (here figure 7). 






T NORMAL PRECIPITATION AMPLITUDE 


yp 


PERCEN 


Fic. 5.—Demonstration of 273-month master period in weather. 


From the mean of 16 repetitions of the periodicity of 45-1/2 months 
in Natural Bridge precipitation, the true 45-1/2-month period is 
cleared of four overriding harmonics.* The reader will note what 
similarity to true sine curves is attained in both the above examples, 


4 Refer also to the clearing of overriders from the period of 68-1/4 months at 
St. Louis. Note 1, g, figure 3. 


12 SMITHSONIAN MISCELLANEOUS COLLECTIONS VOL. 139 
when overriding harmonics are computed and removed. From the 
examples given (out of about 10,000 cases available in my files) the 


following 10 exact harmonics of 273 months are exposed as follows: 


1/4, 1/7, 1/8, 1/12, 1/14, 1/21, 1/28, 1/35, 1/49, 1/56. 





I 3 5 13 17 


33 37 
Fic. 6.—Helena, Mont. Thirty-nine-month period in precipitation as cleared of over- 
riding subordinate integrally related periods. Original tabulation, a; cleared curve, 


b, with smoothed curve above. Note approximate sine form. Range, 27 percent of nor- 
mal precipitation. 


While most removals of harmonic riders are done to clear periods 
exceeding 15-1/6 months, many curves representing periods between 
g-1/10 and 15-1/6 months required removal of harmonics of 1/2 or 
1/3 of their length. An algebraic theorem affords a check on mistakes 
of computation when clearing half periods. 

Let a periodic curve be represented by equally spaced ordinates 
a,b,c .*.': k,l, mi, and, proceedimp tuttuer, 1, Orgy... ok yee: 


NO. 9 FORECAST OF U. S. PRECIPITATION—-ABBOT 13 


The mean form of the supposed overriding period of one-half 
length is: 


Gari bite O Cita) sie rai 


2 2 2 nea 2 2 2 


Eo 
& 
2 
= 
3 
t 




















When this half-length curve is written twice, and subtracted, we have: 








a—n BS ay c—p k—-sx I—y m—zZ 


) ? Ya ar ,’ d 
2 2 2 2 2 








? 


b 


and following that: 


z= 
| 
Qa 
° 
| 
Ss 
> 
| 
a 
8 
a 
K= 
~ 
t 


—m 
eee ) ) - 
2 2 2 2 2 2 




















So the last half of the long curve, when cleared of the period of one- 
half of its length, is exactly like the first half, but with reversed signs. 

Grouping of periods——All weather influences caused by changes in 
solar rays are subject to lags. For instance, June and noonday are 
times of highest solar altitudes, but the warmest months and hours 
occur later. The lag is longer the longer the period of the solar radi- 
ation change. These lags are due to atmospheric conditions, and vary 
from locality to locality, from month to month, from times of great 
sunspot activity to quiet solar times, and as population and foresta- 
tion change. Hence, though the family of periods integrally related 
to 273 months proceeds with perfect regularity in measures of the 
solar constant, in weather the same family of periods is affected by 
changes of phase, depending on the locality, the population, the sun- 
spot frequency, and the time of the year. The periods are the same 
in weather that they are in solar radiation, but owing to complex 
atmospheric influences on the lags the weather phases are so altered 
from time to time that these periods are unrecognizable without a 
segregation of the data, governed by consideration of these modifying 
influences. 

It is not possible to anticipate and allow for these phase changes 
precisely. I content myself as follows: 

(a) The year divided: January to April; May to August; September to 

December. 
(b) Solar activity divided: Wolf numbers > 20; Wolf numbers < 20. 
(c) Secular time divided: first half of tabulated records; second half thereof. 


All these divisions of data hold for periods up to 15-1/6 months, 
or 15 groupings for these periods. The segregation according to the 
Wolf numbers holds from 18-1/5 months up to 39 months, but not 
the segregation for times of the year. 


14 SMITHSONIAN MISCELLANEOUS COLLECTIONS VOL. 139 













4HoKA papas L\ A 
‘ ori ea Sa 
i A AL Ar 
cag 
oS Een ae 
[Aaa 
ko Sue ee eS ad 
al) 
M. babsad” Pct lh ot Nes cit aP cle | 
MeN a NU oes a 
Ha WES A Sei Lael etd 
Va So fh a tat} | 
pao a TION ey, oil aa EN sala 4a 
De hy EOMNIIN CE eo 
YS A" SE SH |) 
YI I aa on NE VAM CTT eNom 
pot 
eal iv Tg ay a ee alee 
YH pec eNIOAIMOD TS  e eesleeer ee ee re 
yi Pe 0 eh Sa a 
si — A Ki gi Aid an ae Sa Wk NA a a 
a ff 
apap 
ERS a aan 
HPA A TE 
Pen Vee 
ad opal che 
/\ 
ena a 
TPR al al 
ede 





Fic. 7.—Natural Bridge, Ariz. Forty-five-and-one-half-month period in pre- 
cipitation cleared of overriding subordinate integrally related periods. Range 
reduced ninefold by clearing. 


NO. 9 FORECAST OF U. S. PRECIPITATION—-ABBOT 15 


TABLE 4.—From three-month running means of precipitation, Helena, Mont. 
39-month period = p 


Elimination of subordinate periods. Interval 1891-1917 


Mean percentages of the normal. Original mean and departures after 


removing subordinate periods 
Average 
Original devia- 
mean of __ tions. 
8deter- Percent X 4 
mina- ° Removed periods Final 


tions normal (ooo, Smooth ~/8—S mean 
a ppt D2 PS iP se ue) 7a PLS 15) A cleared 
102 30 o +2 -—9 —I3 —I7 —I2 —5 88 
99 40 —8 —8 —I0 —II —II —13 +2 87 
92 29 —24 —26 —18 —17 —I7 —I4 —3 86 
82 35 —35 —32 —20 —I5 —I2 —I4 +2 86 
82 29 —37 —27 —I5 —I5 —I7 —I4 —3 86 
89 32 —16 —9 —9 —II —I5 —I3 —2 87 
112 34 —2 o —9 —I3 —I3 —I3 0 87 
III 31 +12 —2 —I12 —I3 —I3 —I2 —I 88 
III 29 —6 —4 —I5 —I4 —II —I10 —I 90 
98 38 —9 —II —13 —8 —I0 —8 —2 92 
109 23 Onis Ee tele 3 —6 cao 94 
109 30 —8 —12 o -—-4 —-4 —4 oO 96 
112 40 —I —Ir -+I1 oO O —I +1 99 
110 40 —9 —7 —7 -6 -—3 0 —3 100 
107 18 Oo Gata Said +2 +1 102 
III 19 +11 +9 +44 44 oO +4 +4 104 
112 34 +16 +19 +8 +6 +46 +6 oO 106 
119 26 +7 +17 +15 +11 +11 +7 3 107 
97 34 —13 —6 +2 +1 +4 +9 —5 109 
100 23 oO) Ay) 1-0) Ob 7 +9 ae 109 
102 27 o —4 +8 +13 +9 +11 —2 III 
116 20 +o +11 +11 +11 +411 +11 0 Ill 
146 16 +25 +13 +14 +10 +10 +12 —2 112 


152 20 +35 +28 +18 +17 +20 aig +7 113 
156 33 +37 +33 +22 +23 +19 +13 +6 113 


122) Jk 34 +17. +7 +5 +10 +10 +13 —3 113 

117 21 +3 +5 +13 +13 +13 +12 +1 112 

108 16 —I —I +11 +9 +12 +11 +1 III 

123 27 +6 +4 +16 +12 +10 +9 +1 109 

117 21 t+i1o +13 +13 +12 48 +8 0 108 

109 28 o +10 +1 +2 +42 +4 —2 104 

125 37 +8 +15 —3 +2 +2 +2 oO 102 

115 26 Spe EA mez) ang a —I —3 99 

128 32 ea 5 ft) 97 

89 32 =O 7a hyd oO) 4 —4 0 96 

90 33 —I0 —I2 o +1 +1 —6 +7 04 

81 30 —I5 —24 —I2 -7 —7 —7 oO 93 

106 50 —6 —10 —I0 —I0 —7 —9 +2 QI 

123 30 +13 +3 —6 —8 —1I0 —I0 oO 90 
Mean da 29.6 percent. Mean A 2.1 percent. 
Average deviation before clearance 29.6 percent. After clearance 2.1 percent. 


Norz.—Thus the removal of overriding harmonics reduces the average deviation by 93 
percent. Of about 10,000 such removals of overriding harmonic periods, probably 4,000 gave 
fully as satisfactory end results as the 39-month curve at Helena did for the years 1891 to 
1917. 


16 SMITHSONIAN MISCELLANEOUS COLLECTIONS VOL. 139 


Hence for these longer periods there are about four divisions to a 
period. The secular time segregation holds beyond 39 months, two 
divisions each for four periods. 

The grouping just indicated leads to computing many tables for 
each station: 


Up to 15-1/6 months, 15 X 12 = 180 tables 
Thence to 39 months, 8X 4= 32 tables 
Thence to 91 months, 4X 2= 8 tables 

otal, i seiacacis ss eauyeasisice 220 tables 


Shifts of phases—The numerous groups used for the shortest 15 
periods leads to tabulations with so few columns that the mean values 
of individual periods are of little weight. To remedy this defect, I 
assume that the forms and amplitudes of periods up to 15-1/6 months 
in length, and in the same grouping as regards Wolf numbers, will 
be similar, though in different phase relations. I therefore make 
superposed graphs of the six tables of one period for each of the two 
stated conditions of sunspot activity. From inspection checked nu- 
merically I am then able to shift the individual curves of the graphs 
to the same phase relations. Then I take a mean for all six tables 
and use that generalized mean in forecasting. But when using it in 
forecasting, I must shift back the generalized mean to the proper 
phase, as will appear by an example later. Figure 8 gives an example 
of these shiftings in phase. 


NOMENCLATURE, SYMBOLS, AND TIME 


As stated above, 27 periods, all aliquot parts of 273 months, are 
to be used in the forecasts. But, as just stated, these are used in 
several groups, depending on the length of the periods. Lags, depend- 
ing on atmospheric conditions, dictated tabulations of 12 independent 
groupings for the periods of shortest length, that is a1, D1, C3, @2, De, Co, 
as tabulated for the period of 9-1/10 months of SS>2o in tables 5 
and 6. Besides these, there are six tables a’, b's, c's, a2, b's, c's, for 
SS<2o0. However, for periods above 15-1/6 months this extended 
grouping brings too few columns into the tables to be capable of yield- 
ing satisfactory mean values. Hence for periods 273/15 to 273/7, the 
distinction between months of the year is dropped, thus reducing the 
number of groupings from 12 to 4 for these 8 periods. For the re- 
maining 4 periods, 45-1/2 to gt months, the distinction SS>2o0 or 
SS<20 is also dropped, reducing their groupings to 2. So there are 
three different arrangements of assembly, as just explained (12X15) 


NO. 9 FORECAST OF U. S. PRECIPITATION—ABBOT 17 


= 180+ (8X4) =32+(4x2)=8, making 220 separate tabulations 
in all. 

In tables of periods 1/18 to 1/63 of 273 months, there are many 
cases when the number of columns for @,, b1, ¢1, @2, D2, C2, and a’, b’1, 





ae 





ean | Mean 





Es 
if 
a 


AS 





o 






vee 
Pl cade 


i 







aa heebre 
eee” 
SE 


Sy 
: 


\ i 
a 
on 
ays 
deg eter 
he 
agate 
RIAs EON 


tpi 
Cree 





ia 
repent 
A= 
oe 
Cicer 


\ 





Fic. 8.—Sixfold grouping of periods to form generalized means. 


c’,, a2, b's, c’, are too few to give a trustworthy mean. Accordingly, 
as I stated above, I have made the assumption that in form and 
amplitude groups of SS>2o0 will be fairly similar, though of different 
phases, and in form and amplitude groups for SS<2o will also be 


18 SMITHSONIAN MISCELLANEOUS COLLECTIONS VOL. 139 
fairly similar, though differing in phases. Making this assumption, 
I combine into one table a,b,c,d2b2c2, merely changing the phases to 


give best accord, and similarly I combine a’,b’;c’,a’,b’c’s into a single 


TABLE 5.—Grouping of six tables when SS > 20. Period of 9-1/10 months. 


Eastport, Me. 
First half of the records, 1891 to 1920 
7 aia aay ee en Na 2 lg eee PR Pe gy gael am 
64 92 55 62 130 158 79 84 90. 92 87 
71 47 56 92 164 127 QI 66 85 80 88 
79) 54> OB S04 ERO Ce OZ 27" Eo 7e igo gG 08 
103 62 98 179 156 Sr 320 69 95 109 108 
103 SO) 106} Lr Bivc E10. 80 120 96 = 108 93 108 
OI 78 E22 111 TOO 640133 2: 123)... 10s... TOT 108 
51 Ja TAA) 20S 55 120 66 127 107 86 94 
G0) 47 AEIO 88-5 70 134) 54 TOO Fel A 90 
88 59 80 61 81 78 78 79 70 «4116 79 
75 
Teee clade ke Maced Mises: Recess Tehek- fede d odee soak ts 
86 115 72 160 81 132 70 ~=+167 64 105 
II4 120 67h 62 PTO rst 76 04 70 105 
85 04 134 103 90 128 82." 175 88 102 
86 04 164 66 102 126) 103 77 85 100 
SOOO SOU 77) 75.) ETA 97) 80. 770 92 
G5 ' 04 IIs. 93)) 94. 128 108. | 72/75 94 
69 3865 04 82 83°°"926"" "530" ‘100 84 92 
75 70 109 Baie tOO. | TIO. (56S 06 86 08 
ZU 92 BO 57 AP 05) SE Ta) 178") 04. W203 97 
75 78 
1891 1894 1807 1903. 1906 1916 191 Means 
Sept. Oct. Oct. Nov. ov. Oct. Oct. C1 
126). "67 80 06 123 Wg.) VATS 08 
100 72 85 04 131 88 104 96 
99 7it20)) 1OAy | 1148 95 87 105 
105 68 E46. 130 FSH TOO ETO 115 
104 So) 150 142) 143) IO TAO 123 
117 Sa 147) 128) tI6) Ose 172 124 
Bi ii, Zonas es) 80. OOD Onn TIO 95 
89 63). \112 70 96 150 92 06 
90 73 73>) LES Ae IOT 7134 55 92 


table. I give samples of this simplification here in tables 5 and 6 for 
SS>20. Figure 9 shows the matter graphically. 

The final combinations of two sets of six tables each, with phases 
shifted to harmonize, is given in figure 9 and table 7, both from East- 
port data. 


NO. 9 


FORECAST OF U. S. PRECIPITATION—ABBOT 


19 


TABLE 6.—Grouping of six tables when SS > 20. Period of 9-1/10 months. 
Eastport, Me. 


1926 


Aug. 


63 
136 
145 
150 

92 


85 
70 
70 


1927 
May 


95 
135 
185 
189 
180 
178 
167 
119 

oI 


1925 1928 1937 1940 1941 1947 1950 1956 

Feb. F Mar. Apr. Jan. Feb. Feb. ar. 

apes. Adil 7G. AS Tae Tie. Tas 

68) 72) (166: 7 so 126 9206) 129 

G4, |, 462). (89) 63)). 50) "196 887 (a9 

Go 166, (7 75. 68 | TOG 107 

83). 109) 63) 426.) 54 3651107, 459 

Of, 129 "74, S17)" Ok 134 162) ¥05 

03 1201 G5, 128 03) 88" a4. “SS 

1240 TIO) 102") oss e1OLN 508) 102) 193 

122-87 —. 67-844 | 105° 69). (FT, TOL 
1929 1930 1936 1939 1945 1946 1948 1949 1951 
Aug. ay June July July May Aug. May Aug. 
92) 55° 97 S72).400" 134, 9104: (90 “150 
OS -95. 161) 7824 66. 83 0 GAR O77 ah rss 
S7ert07) 77.) 73h) WMO: (568-104). 54 130 
VA SETOO) “IOT!” WGagets7, (80) 130) 104, 50 
20) SS Oa TOSS e7ON 12) 0138) ln 200 
TOS, Ate Ite, GhioEsO Fe Tez eT 5s. MES 
TOS Sh O04) Ol 127. nila lez Ter i TAS 
TOK, 05 0) Oly 1 50k) DO UTIOW eLTOM 1366 107, 
bony 76. 52. )79 166 145 ‘108! 13. 66 

84 154 
Mie itor, Dee Sek Be. Gee; Gee or tne. 
TION 972. S25.) FTA" S60 NEO) “ZO | FAC WISE 
Ore 76>-nIP—So4-456> 73 | S420 84 
Oo S4: “Tee - 66° 950 GS as GE. c08, 965 
$E2/7).03. OS 550) 7O 7A, SQu i TOR Oye 
965093 54 Gooy 76) 62, S87" 88 "1Z0 
Sa )a12. G2 102) 104. 025 «9 8r). 14r sas0 
SI Os Ga 10s" "IS1. Tog) | Shiro eras 
oP BO ek! | TIOM BST) OS) GOR Io ae 
7 OS BO. ETF... TAG), 04, ST 22 TAG 
112 


Second half of the records, 1925 to 1956 


Means 
aa 


84 
86 
86 


104 
112 
103 
97 
95 


1952 
May 


130 
12I 
131 
99 
105 
81 
95 
110 
136 


1955 
June 


60 
80 


87 


65 
113 
102 
126 


Means 


89 
86 
87 
107 
107 
106 
103 


The meaning of the symbols on figure 9 is as follows: 


ok, no shift. 
T , shift backward. 
) , shift forward. 

Subscripts, number of months shifted. 


Means 
ba 


97 


105 
116 
115 
108 
108 
101 
102 


20 


SMITHSONIAN MISCELLANEOUS COLLECTIONS 


VOL. 139 


TasLe 7.—Phase adjustment. The 6-1/15-month period 


Division = Time before and after 1900. 


Category = Records when Wolf sunspot numbers 


Phase shifts indicated: 
Basis of forecast, over 1,000 monthly records smoothed by 3-month running means. Forecasts employ 27 periods 


all exact submultiples of 273 months. 


= 20. 


ok, 4.n, YN, drawn dotted below. 


Phases shift with changing atmospheric conditions, but periods remain, and are of the exact lengths found i 
solar variation. It requires 220 tables electronically computed to make a forecast for one station. 


a1 
105 
102 
100 
106 
105 
103 


biok 


95 
95 
94 
92 
103 
114 


CatTEecory 2 ASSEMBLY 


cifs 
108 
106 
95 


azok beok cook Mean 


100 
93 
92 
97 

106 

105 


96 95 
97 88 
93 80 
94 88 
100 91 
101 99 


Fic. 9.—Phase shifts 


100 
97 
92 
97 

101 

105 


6/593 
99 


A 
+1 
—2 
az. 
—I 
+2 
+6 





CaTEGoRY 1 ASSEMBLY 


as biyi ciok azok bef2 cook Mean ZZ 
120 95 100 105 96 117 107. + 

108 86 ~=100 gI 940) 110 98 
110 86 100 90 92 100 95 — 
92 97 102 87 84 88 gt — 
105 gt 104 gI 90 93 93 = 
110 98 103 102 94 97 IoI + 

6|586 

98 


2 


in sixfold grouping of periods. 


NO. Q FORECAST OF U. S. PRECIPITATION—-ABBOT Zi 


Times.—The growth of population, destruction of forests, multi- 
plying of oil engines, automobiles, and airplanes alter the properties 
of the atmosphere and thereby shift phases of periods. Hence, as 
stated above, I divide the thousand months of records into first and 
second halves and compute the phases and amplitudes within the two 
parts separately. 


TABLE 7a.—The sixfold groupings.* The 9-1/10-month period. Eastport, Me. 
Values in percentages of normal precipitation 


A. WoLF SUNSPOT NUMBERS BELOW 20 


a4 b1 ok ci 4 a2 ok boY3 c2 ok = =+6 A 
101 83 94 90 63 106 537 89 —9 
88 88 oI IOI 66 107 547 90 —8 
88 79 98 107 73 107 552 92 ae 
75 82 81 108 78 100 509 88 —I0 
97 97 93 110 80 106 583 97 —I 
104 95 III II5 QI 110 626 104 6 
106 III 112 105 109 122 685 114 16 
106 107 109 118 98 116 654 109 II 
IOI 114 97 107 76 109 604 IOI 2 
Mean 98 


B. WoLF SUNSPOT NUMBERS EXCEED 20 


a ok bil 3 car az ok bz ok cof2 = =+6 A 
87 92 92 84 97 89 541 oo 10 
88 98 98 86 06 86 552 92 —8 
08 97 96 86 105 87 569 95 aad 

108 105 105 98 116 107 639 106 6 

108 105 II5 104 II5 107 654 109 9 

108 102 123 112 108 106 659 110 10 
04 100 124 103 108 100 629 105 5 
90 92 95 97 101 98 573 96 4 
79 94 96 95 102 99 565 94 —6 

Mean 100 


* The shifting of phases is indicated by arrows as in figure 9 and table 7. The accompany- 
ing subscripts indicate the number of months shifted up or down. 


Not only so, but considerable differences of amplitude between the 
two halves are sometimes found. As forecasts are for present and 
future time, weights, as 2/1, 3/1, or 4/1, are given to favor the second 
half when considerable differences in amplitude of periods between 
the two halves appear. It matters not whether the later amplitudes 
are the less or the greater, the larger weight is ascribed to amplitudes 


22 SMITHSONIAN MISCELLANEOUS COLLECTIONS VOL. 139 


of the second half. If a backcast were to be made to long ago, the 
weights would of course.be reversed. 

At some chosen date all periods must be in the same phase and 
preferably in zero phase. I chose 1957-0 as this zero date. To insure 
that any particular period will be in zero phase with 1957-0 it is 
necessary to compute ahead from the start at about the year 1870. 
This may be done as follows. Take the period 8-3/11 months for 
example. 

From 1870 to 1957, 87 years, there are 1,044 months. About 126 
periods of 8-3/11 months would cover this interval. But a date must 
be chosen which is an exact integral multiple of 8-3/11. The nearest 
is that which gives 121 periods in the interim. Multiplying, we find 
that 121 periods require 1,001 months, or 83 years 5 months. Sub- 


TABLE 8.—Repeated 8-3/11 months and round numbers 


I 8.2737 8 7 57.9089 8 
2 16.5454 9 8 66.1816 8 
3 24.8181 8 9 74.4543 8 
4 33.0908 8 10 82.7270 9 
5 41.3635 8 II 90.9997 8 
6 49.6362 9 


tracting these figures from 1957-0 we find 1873-7. Thus a suitable 
starting point is August 1873. But it was assumed that the record 
begins about 1870-0. If so, 43 months would be lost. One therefore 
counts backward from 1873-7 five periods, and therefore begins with 
March 1870. 

We now come to considering periods ending in fractions of a 
month. We may make tables of accumulation for them. Again using 
the period 8-3/11 months, table 8 results. 

For most of the periods of inexact months, tables to 91 months 
suffice. But for such as 12-9/22, 13-13/20, 24-9/11 and 27-3/10 the 
tables must be carried on to 273 months. 


RESULTS OF FORECASTS 


Having treated of most of the features of the method, the re- 
mainder of this paper will disclose the results of these forecasts of 
precipitation. As I have stated, I discovered discrepancies sometimes 
as great as 10 percent between the published monthly normals and 
new normals obtained by separating years when Wolf sunspot num- 
bers are respectively above and below 20. As my new normals may 


NO. Q FORECAST OF U. S. PRECIPITATION—ABBOT 23 


be of value to other investigators of periodicity I first give in table 9 
the two sets of normals for the 32 cities I have investigated. 

The cities are in alphabetical order. The months in the first column 
apply for all cities. Precipitation is given in inches. Columns A and 
B give monthly normals for times when Wolf sunspot numbers are 
respectively Jess and more than 20. 

Departures; observation minus forecast 1950-1958.—There are 20 
cities showing (1950-1958) departures in level of 4 percent or more 
from the values given in table 9. This is to be expected. One could 
not suppose the mean precipitation, 1950-1958, would be identical 
with the average precipitation, 1870-1958. Table 9a gives all the 
cities where such differences of 4 percent or more occurred. 

When I come to give tables and maps of forecasts, 1959-1967, I 
shall not use table ga to correct the maps, but shall quote the results 
as they are determined from table 9. Persons interested may apply 
the values of A, table ga, as corrections in level to the forecasts, using 
them in reverse of the signs given in table ga. 

Sunspot effect on normals.—Lest readers think the differences 
between mean precipitation values attending high and low sunspot 
frequency are merely due to the sparsity of evidence, considering the 
irregularity of precipitation, I call attention to the numbers of months 
entering into the mean values of table 9. For nearly all of the stations 
approximately a thousand months participated. That indicates about 
600 for high sunspot frequency, about 400 for the low. Dividing by 
12, there were about 50 values per monthly mean for sunspots ex- 
ceeding 20 Wolf sunspot numbers, and about 33 per month for the 
low sunspot frequencies. 

Referring to table 9, the yearly sums show seven cities where sun- 
spot frequency makes no more than 1 percent difference in the totals. 
For seven other cities low sunspot activity brings more precipitation, 
with an average difference of 5 percent. For the remaining 18 cities 
precipitation averages 5-1/2 percent higher at high sunspot frequency. 
While the discovery and elimination of these differences by computing 
new normals was of importance in my forecasting, seasonal differ- 
ences made the elimination of the sunspot effect imperative. Thus at 
Salisbury, N. C., precipitation averages 17 percent higher with low 
Wolf numbers, January-April; 9 percent lower, May-August; and 
I1 percent higher, September-December, for Wolf numbers below 20 
than for those above 20. 

Credibility of forecasts.—It is difficult to compress within the limits 
of a paper, aimed to be available at moderate price to all who desire 


VOL. 139 


SMITHSONIAN MISCELLANEOUS COLLECTIONS 


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25 


S. PRECIPITATION—ABBOT 


FORECAST OF U. 


NO. 9 


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26 SMITHSONIAN MISCELLANEOUS COLLECTIONS VOL. 139 


it, the results and comments representing this project. Even with 32 
stations, the United States is so vast in area and so varied in con- 
trasting conditions that with the fullest use of my results no adequate 
country-wide coverage of the expected precipitation to 1967 can be 
made. As stated above, confidence in the forecasts must depend 
largely on the fidelity with which the first half of the forecast, 1950- 
1958, inclusive, fits the observed record. 

Table 10 presents in parallel columns for all 32 stations the monthly 
percentage departures of forecasts and observed records, 1950-1958, 
from the normals given in table 9. 

That readers may see from a graphical standpoint to what degree 
the forecasts represent the events, I present figure 10. It gives the 
march of forecasts and events from 1950 to 1958 for Cincinnati, one 
of the best, and Denver, a less favorable station. 


TABLE Qa.—Percentage departures (O-F) 1950-1958, from table 9 


GHEY Festi ate fea e's oo Abilene Augusta Bismarck Charleston Cincinnati 
TA. aes claie atayele Hass —I2 —I7 —6 —Il +4 
CIE Yair eciorers oieiale Detroit Eastport Helena Independence Little Rock 
Gi UA arora musics doe oce —4 +23 —II —I7 +4 
Gaby ice vals se arta Natural Bridge Peoria Sacramento Salisbury Salt Lake 
Te NW sre etcintateieavere —7 —6 —4 —5 —7 
CH ere a elec nid ais San Bernardino SantaFe St. Louis St. Paul Thomasville 
GN ie wana oniermss +10 —I17 —8 —II —9 


Figure 10 shows for a more favorable and a less favorable station 
a graphic view of data taken from table Io. 

A glance at figure 10 shows for both cities an obvious similarity of 
the features of the forecasts and of the events for the majority of 
months covered. There are, to be sure, differences in amplitude of 
features observed and forecasted. In many cases the forecast, built 
on average conditions of about 1,000 previous months, hits the fea- 
tures found in the observed record from 1950 to 1958 on the exact 
months. But in the better station, as well as in the worse, there occur 
relative displacements of features common to both forecast and event. 
These displacements are rarely as great as 5 months for any station, 
but may extend through durations sometimes as great as several years 
before returning to agreement. 

Displacements of features.—Several years ago I published the ac- 
count of a forecast for 104 years of St. Louis precipitation, including 
a comparison with the observed records. I quote from my discussion * 


* Text continued on page 44. 


NO. Q FORECAST OF U. S. PRECIPITATION—-ABBOT 27 










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1952, ps7 
Fic. 10—Comparison of forecasts and events, 1950- Le Upper curves, Denver, Ooi: lower 
curves, Cincinnati, Ohio. Forecasts, dotted lines; events, full curves. 








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44 SMITHSONIAN MISCELLANEOUS COLLECTIONS VOL. 139 


of discrepancies from pages 2-3 of my paper cited in footnote 1, d, 
above: 


8. Of 100 years of St. Louis precipitation forecasted, 70 seem fairly satisfactory 
and yield high correlation coefficients with the events. The failure of the other 
30 is reasonably explained. 

9. As shown by Dr. W. J. Humphreys in his “Physics of the Air,” figure 227, 
great volcanic eruptions, which throw high columns of vapor and dust, pro- 
foundly modify weather. He cites the first four cases in the following list [here 
my table 11], and I add several more. 


TABLE 11.—Great atmospheric disturbing causes 


Approximate 
dates Volcanic eruptions 
TOHOMeeials Gale er aciale levelalote Cotopaxi and others. 
PGSG= TOO: oes: a ers ovale Krakatoa and others. 
TOOT=1OO4) oh iat- ers eeciets Pele, Santa Maria, Colima, and others. 
LOUD Hye epe sree este steta ciate Katmai. 
TOZATANAILOZB xenon Many great eruptions. 
TOZOM pe rheres ae se cic Great eruptions. 
TOAT OU eee eye par eNotes Niuafoo Island. 


10. Of 30 unsatisfactory years, in 100 years of synthesis of St. Louis precipi- 
tation, these lie in groups as follows: 1854 first half; 1856 to 1860; 1887 to 
1889; 1900; 1901; 1905 to 1907; 1912 last half; 1913 first half; 1915 to 1917; 1020; 
1923 to 1926; 1930; 1940 to 1950. It will be seen that many of these unsatis- 
factory intervals fall either soon after tremendous volcanic eruptions occurred 
or there was tremendous use of explosives in war or explosions of atomic bombs. 
As has been pointed out, atmospheric changes alter the lags in the weather effects 
of all solar impulses, and of course unequal periods have unequal lags. These 
unusual atmospheric disturbances may very well have mixed up the timing of 
terrestrial responses to the 23 periods so as to cause the events to differ from the 
predictions. 


At some future time it may be possible to connect theoretically the 
displacements found in my forecasts with causes producing atmos- 
pheric alterations of importance in weather. As yet I have been 
unable to name with certainty causes operative to produce these occa- 
sional displacements. For the practical inquiries of farmers, however, 
it is of importance to estimate the magnitude of forecasting error 
rather than the cause attending such discrepancies. 

As a step toward that, I cite the case of Spokane, Wash., figure 11. 
A computation made in 1957 derived a “correlation coefficient” of 
59+5 percent over the interval March 1950 through October 1956 
between forecast and event in Spokane precipitation. In simple lan- 
guage this means that my forecast represented the observed precipi- 
tation 59 percent perfectly for almost 7 years. 


45 


ABBOT 


S. PRECIPITATION 


FORECAST OF U. 


NO. 9 


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SNWA\J PNINNNA HINO S fF 
WAON Wous SIUNLavd3g LNIIAAg 


46 SMITHSONIAN MISCELLANEOUS COLLECTIONS VOL. 139 


When records through 1958 became available two considerable dis- 
crepancies between forecast and event were noted. In the months 
January and March 1950 heavy precipitation (over twice the normal 
even in 3-month running means) raised the February observed curve 
far above the predicted curve. Both curves, as has been said, are 
smoothed by using 3-month running means in all computations, hence 
the February effect. Not until April did the two curves come close 
together. Yet there was a difference of only 6 percent of normal 
precipitation between the averages of their heights, January-April, 
1950. 

Beginning October 1956, and extending through August 1957, 
there was a shift of 5 months, leaving the predicted curve in the rear, 
and exposing opposed high and low values of the prediction and 
event. When the two curves were averaged over this interval of 11 
months, the predicted curve was 116 percent of the normal and the 
observed curve 96 percent of the normal. 

To sum up: At Spokane, in the 9-year interval, my forecast gives 
for over 7 years a correlation with observations of 59 percent. Two 
intervals of marked discrepancy occurred. The first, of 4 months, 
culminating with February 1950, was obviously caused by extraordi- 
nary precipitation in two almost adjacent months. It produced a 
difference of only 6 percent between the averages over these 4 months. 
The second discrepancy, extending 11 months, was of unknown cause. 
It involved a 5-month shift of phases and produced 20 percent dif- 
ference between forecast and event in average precipitation over those 
II months. 

Having set forth those discrepancies I remark that this is in the 
infancy of my method of forecasting, before any help has come to 
me from theoretical meteorologists. It may be that some of them 
will discover the causes of occasional displacements of features be- 
tween forecast and event. If so, it may reduce error of forecasts 
greatly. Then, too, my method assumes that the average behavior of 
periods in weather in a thousand months that are past will be followed 
in the months to come. It perforce neglects changed conditions which 
may arise from unpredictable storms, volcanoes, or even from man’s 
interposition, as from forest destruction, invention of new powerful 
devices, wars and the like. Even a minor atmospheric change may 
alter the time of a feature in precipitation by a month. All these 
factors tend to lower the coefficient of correlation. 

The 273-month period in weather features——It will have occurred 
to some readers that if one were backcasting from April 1927 or from 
July 1904 he would employ the same tabular data that I have used 


NO. 9 FORECAST OF U. S. PRECIPITATION—ABBOT 47 


in forecasting from January 1950. Hence one might infer that the 
precipitation following these earlier dates should parallel that follow- 
ing January 1950. 

There is indeed a partial similarity, as I pointed out many years 
ago, between the march of weather at successive intervals of 273 
months. But the correspondence is very imperfect. This appears in 
figure 2, where the precipitation at Nashville following July 1904 is 
compared to that following January 1950. However, I call attention 
to the close agreement of the two curves for the last three years of 
the comparison. I have computed for several cities, including Nash- 
ville, the coefficients of correlation of the observed precipitation fol- 
lowing April 1927 and July 1904, and compared with the forecast 
made to follow January 1950. These coefficients have fallen between 
18 and 22 percent, while, as stated in my foreword, the correlation 
following January 1950 ranges from 52 to 59 percent. 

This difference is easily explained. Over 40 percent of perfect 100 
percent correlation is unpredictable as yet. There are several causes. 
(a) There is occasional unusual precipitation, as occurred in January 
and March 1950 at Spokane. (b) There are displacements of fea- 
tures as yet unexplainable. (c) The graphs I have published show 
large discrepancies in amplitude between forecast and event of ob- 
viously identical features. (d) Unpredictable events occur to alter 
weather from the averages of 1,000 months. 

In the march of precipitation from April 1927 and from July 1904, 
the vicissitudes of the later years up to January 1950 cannot have 
affected the observed precipitation of the earlier times as they have 
done that following 1950. As such vicissitudes account for 40 per- 
cent and more in coefficients of correlation, the tabulation suited to 
January 1950 can only roughly forecast what follows these earlier 
dates. 


FORECASTS, 1959 TO 1967 


Table 12 gives for 32 stations for the interval 1959-1967 the ex- 
pected monthly mean percentages of the normal precipitation tabu- 
lated in table 9. The reader will recall that all forecasts are made 
from 3-month running means taken from published monthly mean 
values, and expressed in percentages of the normal values of table 9. 

Expressing these forecasts in a more usable form, table 13 gives 
average percentages of the normal for the intervals January-April, 
May-August, September-December, of each year, 1959 to 1967, 
inclusive. 


VOL. 139 


SMITHSONIAN MISCELLANEOUS COLLECTIONS 


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sq}UOyy 


49 


FORECAST OF U. S. PRECIPITATION—ABBOT 


NO. 9 


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SMITHSONIAN MISCELLANEOUS COLLECTIONS 


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51 


FORECAST OF U. S. PRECIPITATION—ABBOT 


NO. 9 


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VOL. 139 


SMITHSONIAN MISCELLANEOUS COLLECTIONS 


52 


aA —a —_- — — 4 pada -_= 
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g+ re— fo == 492+ PSE ape— ig) le Zt— <0 gg—-  iI— iit 0 

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bo6r §=66S6r bo6r 86661 boor 6961 boor 6S6r to6r 6961 bo6r 86961 bo6r 6f6r to6r 661 

‘O(N “yreO ‘A'N “SST “HII “Iq9N ‘wy “‘auay, 


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sqUO WY 


53 


ABBOT 


S. PRECIPITATION 


FORECAST OF U. 


NO. 9 


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VOL. 139 


SMITHSONIAN MISCELLANEOUS COLLECTIONS 


54 


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FORECAST OF U. S. 


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56 SMITHSONIAN MISCELLANEOUS COLLECTIONS VOL. 139 


At the end of text are 27 maps of the United States with the 32 cities 
as listed above, and each accompanied above the circle by a number 
identical with the appropriate number in the column headings in 
table 13. Below is the predicted departure from normal. Each group 
of three maps covers the three intervals per year of four months each 
named with table 13. Large areas of approximately equal departures 
from normal precipitation are clearly noticeable on the maps. These 
area similarities may aid farmers remote from the 32 cities to estimate 
the precipitation probable in their locations. 


APPLICATIONS 


Periods control long-range weather.—I have sought to present to 
meteorologists evidence of two important propositions. First, that 
there exists in weather a family of periods, all exact submultiples of 
273 months. These periods are hidden from immediate recognition 
because their phases are shifted according to the state of the atmos- 
phere. When, however, the long monthly records are grouped and 
reduced with reference to time of the year, sunspot activity, and 
march of population, the family of periods is clearly disclosed with 
constant length, and with approximate sine-curve forms. 

Second, long-range precipitation is to nearly 60 percent governed 
by this family of periods. By evaluating the average forms and 
amplitudes of these periods from thousand-month records, precipita- 
tion and temperature may be forecasted for years in advance, with 
considerable approximation to the event. 

Whether these forecasts will appear to interested parties as trust- 
worthy guides to help in planning their future operations must depend 
on the agreement attained between forecasts and events, 1950-1958. 
I therefore prepared table 14 which gives for 32 cities the 4-month 
forecasts and observations, 1950-1958, and the differences in per- 
centages of normal precipitation, A, in the sense observed minus fore- 
casted. Their means are given disregarding signs. 

Agricultural requirements.—For agricultural purposes a foreknowl- 
edge of seasons rather than of individual months is most desired. 
Hence I give in table 14 4-month mean values computed from table ro. 
But it is the difference between forecast and event which would be 
the controlling factor in estimating the value of the forecasts.* The 
average differences, A (observed minus scale-corrected forecasts) are 


5 As differences in level of observed precipitation, 1950-1958, from the averages 
of 1,000 months, are disclosed in table ga, I refer to that table for possible cor- 
rections of level which might be applied to values for some stations in table 14. 


NO. 9 FORECAST OF U. S. PRECIPITATION—ABBOT 57 


entered at the bottom of the columns of A in table 14. These averages 
will be needful to the use of table 15 which is to follow. 

Assuming that the degree of success attained in the forecasts from 
1950 through 1958 will be attained from 1959 through 1967, I have 
prepared table 15 from which the probable sizes and numbers of 
discrepancies between forecasts and events in 4-month mean values 
over the entire interval of 9 years, 1959-1967, may be estimated. 
Selected from table 14, four groups of cities, 25 in all, are tabulated 
in table 15. The first group of I1 cities have average 4-month mean 
discrepancies, 1950-1958, of about 20 percent between forecasts and 
events. 

The second group of six cities have mean 4-month discrepancies 
of about 26 percent, the third group of five cities, 30 percent, and the 
fourth group of three cities, 4o percent. All the percentages relate to 
normal precipitation given in table 9, with the scale correetions from 
table ga used in table 14. 

The six columns of table 15 give, respectively, the numbers of cases 
in table 14 when the discrepancies between forecast and event, 1950- 
1958, are (a) less than one-fourth, (b) one-fourth to one-half, (c) 
one-half to one times, (d) one to one and one-half, (e) one and one- 
half to two, and (f) over two times the average discrepancy of the 
group. 

If the same degree of success is reached 1959-1967 as was reached 
1950-1958, the interested person of a city in Group I would expect 
the numbers of discrepancies (O-F) among the 4-month means stated 
in the mean values at the bottom of the columns of table 15 to occur 
in the entire interval of 9 years with magnitudes in percent of the 
normals as stated at the top of the columns of the first group. If he 
were located at a city of Group 4, the percentages would be twice 
as large, because the numbers heading Group 4 are twice those head- 
ing Group I. But the numbers of cases would be the same. 

Stated numerically, a person residing where the mean departure of 
forecast from observation, given in table 14 for 4-month intervals 
from 1950 through 1958, was about 20 percent of normal precipita- 
tion, may expect the following numbers and magnitudes of departure 
from the forecast of 4-month means during the entire 9 years, 1959- 
1967, given in table 14. 

Numbers of departures..... 4.6 4.5 6.1 6.0 2.8 3.0 
Magnitudes in percent...... 0-5 6-10 II-20 21-30 31-40 >40 
If he resided where the mean departure given in table 14 was greater, 
the numbers of departures as just given would be unchanged, but 7 


+ Text continued on page 67. 


VOL. 139 


SMITHSONIAN MISCELLANEOUS COLLECTIONS 


58 


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65 


66 SMITHSONIAN MISCELLANEOUS COLLECTIONS VOL. 139 


TABLE 15.—Expected numbers of discrepancies of forecasts between assigned 
limits 
Numbers expected of 4-month intervals in 9 years, 1959-1967, when 
(O-F) has certain values 


Group 1. Mean (O-F)=20 percent 


<5 6-10 10-20 20-30 30-40 > 40 
Bismarck As ota eta. 6 3 8 5 I 4 
Charleston join! see eb 4 oO 10 8 I 4 
CCITICHATTA CTY chee clap als ais a's 4 4 7 3 4 5 
Independence .......... 4 5 4 8 2 4 
Madison acisjtaccnkicrse tvs 3 5 8 4 4 3 
INa‘Shivilleteemcr crete 2 z, 2 8 5 3 
PortGibsonuac cece 8 2 6 5 4 2 
Rochester y auc aisle sietiele's 5 5 5 7 3 2 
SMOkane oes selciss aheeaie 3 6 7 6 2 3 
Spr Eos ie eid ae ovelete 6 4 3 6 4 4 
Washington! 2.330.056 6 5 8 4 2 2 


Group 2. Mean (O-F)=26 percent 


<6 7-13 14-26 27-40 41-52 > 52 
Albany? Oreg.) 4.6 ei sa 4 5 7 5 4 2 
POUISE A ele aches mais I 7 9 6 I 3 
Denver. oh aah eae 3 2 10 7 3 2 
METEGlemROGI jaysrreecd rears 5 6 4 6 I 5 
Peoria. ss Heidislesusdnses 4 3 6 7 4 3 
SAUISEUIBY tera larns c eers wi bie 5 5 B 8 3 3 

Group 3. Mean (O-F)=30 percent 

<7 8-15 16-31 32-46 47-62 >62 
DEtROItE cis ae eit cteke wove 5 5 4 8 2 3 
Natural Bridge, Ariz.... 6 4 4 9 2 2 
Salt Wake os cja.0 sictesore's ss 6 2 4 6 4 5 
Santan Mel sivas. cs iiets astonsis 5 5 7 4 2 4 
Sti (Paul iijccrcsae,crrsinarevats 3 5 8 6 4 I 

Group 4. Mean (O-F)= 40 percent 

<10 II-20 21-40 41-60 61-80 > 80 
FGINBASO eecorebetas uieisvaeieies 3 5 5 3 7 4 
SacramentOn iescsiicts oO 4 II 6 2 3 
San Bernardino ........ 3 2 9 7 2 4 
Sumsvohiesuenneaces 104 106 159 152 74 80 
MEATS iehsjcleersteie eres 4.2 4.2 6.4 6.1 3.0 3.2 


amitsyeeieeseree ce <i AS 4-1 1-3/2 3/2-2 2 


NO. 9 FORECAST OF U. S. PRECIPITATION—ABBOT 67 


their magnitudes would be greater in proportion as the mean de- 
parture of his place bears to 20 percent. 

As actual cases, farmers living near Albany, Oreg., or Augusta, Ga., 
both by table 14 lying in the 26-percent class of table 15, may expect, 
according to table 15, during the 9 years 1959-1967, the numbers of 
4-month averages found in table 14 to differ as follows from the 27 
mean 4-month departures from normal precipitation they will actually 
experience: Four cases less than 7 percent; four cases between 7 and 
13 percent; six cases between 14 and 26 percent; six cases between 26 
and 39 percent ; three cases between 39 and 52 percent; and four cases 
over 52 percent. Farmers living near one of the cities of the 20-per- 
cent class might expect this same division of the 27 cases for the 
4-month mean departures from normal precipitation, but these de- 


partures would be smaller in percentages in the ratio se It will be 
2 


for their judgment to dictate whether it is worth while to procure 
from the Smithsonian Institution, and make use of this paper, “A 
Long-range Forecast of U. S. Precipitation.” 


COUNTRY-WIDE TRENDS IN PRECIPITATION 


The maps of the United States presented below show large areas 
over which similar forecasts prevail. This should be helpful to in- 
terested persons who reside at a distance from the 32 cities for which 
forecasts were made. 

I have been interested to search further to see if similar trends of 
precipitation sometimes prevail over the whole United States. Table 
14 gives the actual departures of 3-month consecutive means of pre- 
cipitation as averaged over three 4-month intervals per year, 1950- 
1958. A working table of these results was prepared, giving the 32 
departures from normal of the cities employed in each line of a table 
of 27 lines, 3 lines per year for 9 years. Recording separately plus 
and minus departures, sums were taken for each line. These plus and 
minus departure-sums were plotted in figure 12, lower two curves. 
Plus sums are given in full lines, minus sums in dotted lines. 

The plus and minus departure curves run generally in opposite 
directions, and in some 4-month intervals are widely separated. In 
such cases of wide separation the 4-month intervals were strongly 
heavy in precipitation if the high points are on full lines, and strongly 
drought-prevailing if dotted. With this explanation it is seen that the 
autumn of 1951 and winter of 1952 were wet periods generally for 
the whole United States, and similarly from the summer of 1957 





68 SMITHSONIAN MISCELLANEOUS COLLECTIONS VOL. 139 





NO. Q FORECAST OF U. S. PRECIPITATION——ABBOT 69 


through the summer of 1958. On the other hand from the summer 
of 1952 through the autumn of 1956 the country was generally dry. 

This interpretation of generality over the country is justified by 
the fact that the high points of figure 12 depend on observations of 
identity of signs for more than 20 out of 32 cities, in 15 cases. Some 
peaks are supported by 28 cities out of 32. 

When both curves are near the heavy horizontal line the precipita- 
tion of the country as a whole was nearly normal. That is, through 
1950 and the first four months of 1951, and for portions of the years 
1953, 1954, and 1957 precipitation generally averaged nearly normal. 
The curves of figure 12 show plainly that the entire country is subject 
to nearly simultaneous trends of precipitation, depending, as they do, 
on nearly universal agreement of observations of departures in 32 
cities over an interval of 9 years. 

With this result established, turn to the two upper curves on fig- 
ure 12. These are plotted similarly to those below, but are from 
table 13 which gives the 4-month mean departures from normal pre- 
cipitation forecasted 1959-1967. 

Reading these upper curves: After the dry winter of 1959 there 
should follow a short well-watered interval, and an interval of nearly 
normal precipitation before a rather well-watered period in 1960. 
Then, following normal precipitation in 1961, should come pretty dry 
conditions in the winter and early summer of 1962. A long period of 
normal rainfall follows from the autumn of 1962 through the summer 
and autumn of 1964. A very wet winter of 1965 follows, and fairly 
normal precipitation thereafter, except for the dry summer of 1966. 

The last preceding paragraph concerns the country as a whole. 
For details of forecasts for individual stations, the predictions may 
be found in tables 12 and 13, and in the 27 maps of the United States. 


MAPS 


Twenty-seven maps of the United States follow, with circles show- 
ing location of 32 cities. Numbers above the circles refer to the cities 
given in table 13, which are numbered correspondingly. Numbers 
below the circles give percentage departures from normal precipitation 
as forecasted as means for 4-month intervals in table 13, 1959-1967, 
A, B, and C, for each year. Three maps form one chart. The nine 
charts are dated from 1959 to 1967. 


7O SMITHSONIAN MISCELLANEOUS COLLECTIONS VOL. 139 





\ 41 a9 2 at 





NO. 9 FORECAST OF U. S. PRECIPITATION—ABBOT 71 





72 SMITHSONIAN MISCELLANEOUS COLLECTIONS VOL. 139 


s 
=36 


@ 
+8 +38 


+. 
noo 





NO. Q FORECAST OF U. S. PRECIPITATION—-ABBOT VS 


28 
-56 
z 12 <6 
+7 30 & 
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30 22 3 
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° 7 45 
iS 
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13 Al 
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74 SMITHSONIAN MISCELLANEOUS COLLECTIONS VOL. 139 





( y g | 
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aul 29 453 
12 64 
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= << 47 #10 % 





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Se 
26 é ne 
-33 
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° 
+21 
Os aN ( 
9 ee 3 
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5 +20 ¢ 
23 a 
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-88 8 +34 -Ie 32 
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+19 45 
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fe} 
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“ul -39 2 
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o 
9 3g 423 
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2 +18 
729 24 
26 18 ay 5 Y 
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1 Sy I 
-35 3 
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~69 -I7 at 3 
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+2 as 38 


1963 


NO. 9 FORECAST OF U. S. PRECIPITATION—ABBOT 75 





76 SMITHSONIAN MISCELLANEOUS COLLECTIONS VOL. 139 





FORECAST OF U. S. PRECIPITATION—ABBOT Th 


NO. 9 





78 SMITHSONIAN MISCELLANEOUS COLLECTIONS VOL. 139 

















SMITHSONIAN MISCELLANEOUS COLLECTIONS 















: VOLUME 139, NUMBER 10 
: WATER TRANSPARENCY 


OBSERVATIONS ALONG THE EAST 
COAST OF NORTH AMERICA 


(WitH 2 PLaTEs) 


By 


JEROME WILLIAMS 
E, R. FENIMORE JOHNSON 


AND 
ALBERT C. DYER 





FREE reg eae NO FET ee eee 
{ 1 1 ss Z 


oe 


(Pustication 4391) 


RS ae rey 
= a re 






CITY OF WASHINGTON 
PUBLISHED BY THE SMITHSONIAN INSTITUTION 
OCTOBER 26, 1960” 





SMITHSONIAN MISCELLANEOUS COLLECTIONS 
VOLUME 139, NUMBER 10 


WATER TRANSPARENCY 
OBSERVATIONS ALONG THE EAST 
COAST OF NORTH AMERICA 


(WitTH 2 PLATES) 


By 


JEROME WILLIAMS 
E. R. FENIMORE JOHNSON 


AND 
ALBERT C. DYER 





(Pusiication 4391) 


CITY OF WASHINGTON 
PUBLISHED BY THE SMITHSONIAN INSTITUTION 
OCTOBER 26, 1960 


THE LORD BALTIMORE PRESS, INC. 
BALTIMORE, MD., U. S. A. 


WATER TRANSPARENCY OBSERVATIONS 
ALGNG THE EAST: COAST (OR 
NORTH AMERICA 


By JEROME WILLIAMS, E. R. FENIMORE JOHNSON AND 
ALBERT €. DYER! 


(WITH 2 PLATES) 


INTRODUCTION 


Marine biologists have long been interested in the transparency of 
natural waters as an important parameter in the determination of 
both the amount and type of plant life at various depths. Owing to 
this interest, many transparency surveys, in the oceans [4, 8, 16, 19, 
22, 23],? in lakes [7, 33], and on pure water [27], have been made. 
In recent years, however, this interest in water clarity has spread to 
other fields, such as underwater photography (1, 9, 20, 24, 33) and 
television. In addition, there is a growing movement among workers 
in the field to utilize transparency as a “tag” for water masses in the 
study of such things as circulation patterns [23, 25]. 

During the years 1947-51 the yacht Elsie Fenimore made a rather 
extensive survey of water transparency conditions along the east coast 
of North America from Labrador to the Gulf of Mexico, including 
some stations around Newfoundland and the British West Indies. 
Even though the data herein presented are admittedly far from com- 
plete and a number of other studies have been made of the area [3, 
5, 10, II, 12, 13, 14, 15, 17, 18, 21, 28, 31] this study represents, from 
a geographical standpoint, the most extensive single piece of work 
done on the subject to date. For this reason, if for no other, it seems 
desirable to publish this information in the present form so that it 
may become available. 

To make the data as universal as possible the unit chosen was the 
so-called Equivalent Secchi Disc Reading. Since it is obviously im- 
possible to use the Secchi Disc [32] for measurement of water trans- 
parency if the water mass to be measured is at a great depth, this 
water mass is hypothetically brought to the surface for measurement. 
Thus the Equivalent Secchi Disc Reading may be said to be the dis- 


1 Mr. Williams is associated with the Chesapeake Bay Institute; Mr. Johnson 
is a research associate in the Limnology Department, Academy of Natural 
Sciences of Philadelphia; and Mr. Dyer is connected with the Fenjohn Company. 

2 Numbers in brackets indicate references in the bibliography. 


SMITHSONIAN MISCELLANEOUS COLLECTIONS, VOL. 139, NO. 10 


EEO EO 


2 SMITHSONIAN MISCELLANEOUS COLLECTIONS VOL. 139 


tance at which a Secchi Disc would just disappear if it were immersed 
in water and if that water were at the surface. 

As an example, if an Equivalent Secchi Disc Reading were given 
as 10 feet for water at a depth of 100 feet, this would mean that if 
the water mass at a depth of 100 feet were brought to the surface a 
Secchi Disc would disappear from view at a distance of 10 feet in 
this transposed volume of water. 

The Secchi Disc is admittedly a crude indicator of water trans- 
parency, since it was originally used by marine biologists to measure 
the so-called extinction coefficient. This is a measure of the amount 
of light reaching a horizontal surface at some depth. Unfortunately, 
the extinction coefficient is not only a measure of the water transpar- 
ency but also a function of such things as sea state, cloud cover, 
altitude of sun, and other factors. Even so, however, the Secchi Disc 
reading is probably a reasonably good indicator of water clarity if 
it is taken with the sun fairly high in the sky and if it is viewed 
through a glass-bottom viewer or hydroscope [30]. 

In addition, the Secchi Disc reading is an easily understood unit, 
generating an intuitive feeling for the existing conditions, so that 
it has become fairly universal in its use as an indicator of water 
transparency. 

Of course, the actual Secchi Disc reading gives an average value 
of the transparency of the surface layers, so that if a layer of mark- 
edly different water exists somewhere from top to bottom, it will not 
be seen. For this reason, other instruments which measure trans- 
parency of relatively small volumes of water were used in conjunction 
with the disc. These will be discussed in a later section. 

The writers wish to express their appreciation to Dr. Ruth Patrick, 
Curator, and Miss Margaret Le Mesurier, Librarian, of the Depart- 
ment of Limnology, Academy of Natural Sciences of Philadelphia, for 
their indispensable aid in the preparation of this manuscript. Ap- 
preciation is also expressed to the Smithsonian Institution for material 
aid and advice in this project and publication of the paper, and to the 
Academy of Natural Sciences of Philadelphia for its contribution of 
personnel and materials in the carrying out of this program. We 
regret that space does not permit the listing of over 50 other persons 
and institutions to whom we are indebted for advice and assistance 
rendered. 


INSTRUMENTS 


The instruments utilized in the accumulation of the data presented 
herein can roughly be divided into two classes: (1) those that meas- 


NO. 10 WATER TRANSPARENCY—WILLIAMS, JOHNSON, DYER 3 


ure the medium in its natural environment and (2) laboratory-type 
instruments in which a water sample is removed from the medium 
and examined in the shipboard laboratory. The first type is usually 
considered the more reliable when dealing with natural waters, since 
the transparency properties seem to change rather markedly when a 
sample is taken out of its natural environment, and therefore this type 
is discussed first. 


I. IN SITU INSTRUMENTS 
A. Secchi Disc ($l. 1, fig. 4) 


The Secchi Disc, owing to its ruggedness and ease of use, was the 
most often used of any of the devices to be listed. The disc used 
was 74 inches in diameter and was painted a flat white, having a 
reflectance coefficient of about 0.8. It was obtained from the Oceano- 
eraphic Institution at Woods Hole, Mass. A specially designed hydro- 
scope (pl. 1, fig. 3) was occasionally used in conjunction with the 
Secchi Disc to eliminate water-surface effects. Generally the Secchi 
Disc was observed by means of a glass-bottom bucket. Readings were 
made from the sunny side of the ship, except where otherwise noted 
in the data tables, and the recorded value is the distance from the 
bottom of the hydroscope to the disc, i.e., the distance traveled by the 
reflected light from the disc surface through the medium in which it 
is suspended. 


B. Point Source Light 


On a number of occasions the transparency of water was measured 
by observing the distance at which a point source of light can be seen. 
This method of measurement may be seen to be similar to that of the 
Secchi Disc. 

Although a true point source of light is well-nigh physically impos- 
sible, the tungsten filament of a 1,000-watt diver’s lamp approximated 
this well enough for the range of transparency encountered in the 
near coastal and inland waters. It unfortunately fails badly in the 
ultraclear sections of the open ocean, where it diminishes in size and 
eludes the observer before reaching extinction through absorption. 

In turbid waters the point source shows up as an incandescent spot 
surrounded by scattered light having the appearance of luminescence 
in which the visual range is the point at which it disappears into the 
background of scattered light. In clearer water, on the other hand, 
the background of scattered light, if it can be seen at all, is seen only 
when the point source is close to the observer and disappears while 


4. SMITHSONIAN MISCELLANEOUS COLLECTIONS VOL. 139 


the incandescent spot is still plainly visible. The energy from this 
spot is so reduced by attenuation that the structural shape of the 
filament can be clearly seen. The visual range is then taken to be the 
distance to that point at which the filament completely disappears. 

Most of these observations were made horizontally with the lamp 
and the objective of the hydroscope both placed 5 feet below the 
water surface. For the sake of completeness, observations were made 
both during the day and at night. Plate 1, figure 1, shows the point 
source of light being observed through the hydroscope. 


C. Illuminated Letter 


This observation method involved the use of a low-powered lamp 
enclosed in a small housing with an opal glass window, in front of 
which was mounted a rotatable disc which had a series of cutout let- 
ters. The whole rig was mounted on a pole which could be extended 
approximately 5 feet below the surface and was observed by means of 
the hydroscope. The procedure adopted consisted of bringing the illu- 
minated letter toward the hydroscope in a horizontal direction until 
the observer could make a positive identification of the nature of the 
letter. 


D. Underwater Objects 


To obtain some idea of the horizontal visibility available at various 
stations, black and white balls approximately 6 inches in diameter 
were lowered about 5 feet below the surface of the water and observed 
with the hydroscope. The horizontal distance at which the balls dis- 
appeared from view was recorded. 


E. U.S. Navy Hydrophotometer Mk. II (pl. 1, fig. 2) 


To obtain a measure of the variation in transparency with depth, 
standard U.S. Navy hydrophotometers were used quite extensively. 
They consisted of two principal parts; a control box and an under- 
water unit connected by an electrical cable. The underwater unit may 
be lowered to any desired depth and the transparency at that depth 
is indicated at the control box. It is very similar in its operation to 
a number of earlier instruments [6, 29, 33]. 

The underwater unit consists of two heads separated by a fixed 
distance of 0.5 meter, one head containing a photocell, P;, and the 
other containing a collimated light source and another photocell, P» 
which is connected so that its output is in opposition to the output of 
cell P;. In operation the light shines both on P, and P, and the com- 


NO. 10 WATER TRANSPARENCY—WILLIAMS, JOHNSON, DYER 5 


bined output of the two cells is adjusted by means of light irises so that 
the meter in the control box reads 100 percent when the underwater 
unit is in air (air is assumed to be a nonattenuating medium). Then, 
as an attenuating medium such as water is placed between the light 
and photocell P,, the meter will read some fraction of 100 percent. 
Actually, since there is a light loss of about 4 percent per glass-air 
interface owing to the different indices of refraction of glass and air 
which does not occur when the device is submerged because of the 
similarity of glass and water indices of refraction, the reading in air 
should be set to 92 percent instead of 100 percent [34]. 

There is a definite temperature effect on the device, but in view of 
the sources of error existent in the other methods of measurement 
and the length of time required for an internal temperature change 
to occur, it is felt that this temperature dependence is negligible. This 
temperature effect is reported in the National Bureau of Standards 
Text No. 43P-1/47. 


F. Hydroscope 


This instrument is essentially an underwater telescope having a 15° 
field of view with interchangeable heads for either vertical or hori- 
zontal viewing for Secchi Disc or other visibility range readings. 
Plate 1, figure 3, shows the device which is approximately 15 feet 
long and uses a lens system of unit magnification. The viewing head 
is equipped with a focusing eyepiece, a rubber face pad to exclude 
external light, and two positioning control handles. 

In use, the hydroscope is supported in a ball-and-socket mount on 
a platform extending from the side of the ship, with the objective 
head of the instrument extending 5 feet below the water surface. 


II. LABORATORY TYPE INSTRUMENTS 


A. Peraquameter (pl. 2, fig. 1) 


This device is very similar in principle to the illuminated letter 
described above, except that the letter to be identified is placed in a 
long tube (11 feet long) which is filled with the water of interest by 
means of a pump. The observer looks into this tube and is able to 
move the image of the letter, by means of a movable mirror, until 
positive identification is possible. 

The peraquameter was used when visual range, using the illumi- 
nated letter, was found to be under 22 feet. 


6 SMITHSONIAN MISCELLANEOUS COLLECTIONS VOL. 139 


B. Scattering Meter (fl. 2, fig. 2) 


To measure light scattering due to suspended particles in natural 
waters, Dyer developed a device which essentially consisted of a light 
source that sent a beam of light through the sample. At right angles 
to the beam, a photocell was placed, and the amount of scattering was 
then a function of the output of this photocell. 

The sample cell used was first a 24” x 25” x 1” rectangular glass 
container, but this was later changed to a 3” x 3” x 2” plastic cell to 
handle a larger sample and at the same time defeat the problem of 
condensation on the outside of the cell due to cold-water samples. 

The electrical circuit was so designed that the output current of the 
photronic tube affected the grid current of an amplifier tube, thus 
causing changes in the plate current of the amplifier for small changes 
in the output of the photocell. A microammeter with scale ranging 
from o to 100 was selected as an indicator of the degree of scattering 
and was connected in the plate circuit of the amplifier. The circuit 
was adjusted so that the output current could be zeroed for any given 
beam intensity with the sample cell empty. For operating con- 
venience, a reflecting rod was so mounted that it could be swung into 
a fixed position in the light beam in order that a check could be main- 
tained on the source light output by means of its effect on the output 
of the photronic cell. The entire unit, including batteries, was mounted 
in a glass-fronted metal case for convenience. 

As finally evolved, the device proved capable of covering the entire 
range of turbidity from Delaware River water to the finest obtainable 
grade of triple-distilled pharmaceutical water. 


METHODS OF DATA ANALYSIS 


For the sake of uniformity it seemed desirable to convert all the 
hydrophotometer readings to “Equivalent Secchi Disc Readings,” as 
defined in a previous section. To do this required some relationship 
between actual Secchi Disc readings and hydrophotometer readings, 
which was not readily available. Williams, however, has developed an 
expression involving the extinction coefficient as a function of the 
Secchi Disc reading, and since the hydrophotometer transparency 
measurement is similar to the extinction coefficient measured under 
ideal conditions, it was decided to use this approach. 


Let: 


B, = Illumination at the sea surface. 
B.= Brightness of the Secchi Disc as seen by the eye. 


SMITHSONIAN MISCELLANEOUS COLLECTIONS VOLE 2397 NO; 10; IRE. 





1, Hydroscope in use. 2, United States Navy hydrophotometer Mk II. 
3, Specially designed hydroscope. 4, Secchi Disc. 


SMITHSONIAN MISCELLANEOUS COLLECTIONS VOES 1397 NOS 0; RE 2 





I, Peraquameter. 2, Scattering meter. 


NO. I10 WATER TRANSPARENCY—WILLIAMS, JOHNSON, DYER 7 


B,= Brightness of the surrounding water at the hydroscope depth. (This 
is the background against which the Secchi Disc is seen.) 
Bon = Actual brightness of the disc at the disc. 
Boo = Actual brightness of the surrounding water at the disc depth. 
R;, = Reflectance of the sea surface. 
Ra= Reflectance of the Secchi Disc. 
Uw = Relative amount of light going in an upward direction compared to 
that going in a downward direction at the hydroscope depth. 
D= Length of attenuating medium interposed between the eye and the 
object. 
d= Depth of the glass-bottom bucket or hydroscope. 
k = Extinction coefficient. 


When the Secchi Disc is observed, it can be seen as long as the 
brightness of the disc is greater than that of its surroundings. In 
other words, the contrast produced by the disc against its background 
allows the disc to be seen as long as this contrast is above the thresh- 
old value for human visibility. 

Contrast is usually defined in the following manner : 


Object brightness — Background brightness 


Contrast= : 
Background brightness 


where the absolute value signs are used to keep the quantity positive 
when contrast is produced by a dark object on a light background. 
In this particular case, there are two distinct contrasts to be dealt 
with—the apparent contrast, or that which the eye sees, and the actual 
contrast, or that which actually exists at the disc level. 
Using the symbols defined above, the apparent contrast C4 may be 
expressed as: 


28 Be —= Bo 
(1) a= BIA 
and the actual contrast, Cr, by: 

ere Bop =. Bop 
(2) a Boo 


It turns out that diminutions of contrast through an attenuating 
medium follow this relationship: 
(3) Ci=Caer? 
or, substituting the values for C4 and Cp from (1) and (2) in (3) 
we get: 

Bo — Bs _ Boo — Boo -kD 

(4) Bian aos a 

Since B, is the brightness of the disc at the eye, this means that only 
the amount of sunlight reaching the eye from the disc is involved. 


8 SMITHSONIAN MISCELLANEOUS COLLECTIONS VOL. 139 


Let us derive an expression for B, in terms of some of the other vari- 
ables. If there are Bs units of illumination striking the sea surface, 
R,B, units will be lost owing to reflection, and B, (1—R,) will be the 
amount of light actually entering the water surface. At a depth of 
(d+D) the light value will now be B,(1—R,)e*t). 

Since only Rg of the light reaching the disc is reflected from it, 
the light just leaving the disc would then have a value equal to 
B,(1—R,)e*@+)) Ra, which is Bop. 

(5) Boo = B.(1— Re) e* Ra 


Traveling back upward, the light would be further attenuated over 
the distance D, so that at the bottom of the hydroscope the brightness 
value would now be equal to B,(1—R,)e*#@+)) Rye", One more 
reflective loss occurs at air-glass-water interface which may be as- 
sumed to be equal percentagewise to the original surface reflective 
loss so that the object brightness at the eye turns out to be: 


(6) Bo= Bile— Ree OR aes) 
= B.Ra(t — Re) *e 


Using the same methodology for calculation of the background 
brightness, we get the following: 
(7) BoB. eel — he) ee 
(8) Buy Beet hee 

When (5), (6), (7), and (8) are substituted back in (4), the fol- 
lowing is obtained: 


B;Ra(1 ny IR) ease Brace jah at Rees tad, 
B,Uw(1 — Rs)*e* Ts 
Cr Baka Eo Ren SSRs (1 RS Rene™ 
Buen R,)ere 


which, upon simplification becomes: 
(9) aC Uw _ Ra— es) er 


Uw Uw 
Clearing fractions and transposing : 
ea (ieee us) pan Wile 
Ra Ra 
Letting z = A, and simplifying, gives: 
em) __ (1 — A)e”’ —A=0 
or, multiplying by e**? to give positive exponents, we get: 
Ae™ 4. (1 —A)e”™—1=0 
which, when solved for e*? gives: 








e =0 


RD ee 
Cy) Oi "3aH iE 


NO. I0 WATER TRANSPARENCY—WILLIAMS, JOHNSON, DYER 9 


or in terms of natural logarithms: 


kD=In a 
er ae 
(11) k= D In Us 
which in common logarithms is: 
(12) — =S log oe (for D in meters) 
— 7:54 jo, Ra 
(13) = D log U. (for D in feet) 


Equations (12) and (13), then, express a relationship involving R, 
the extinction coefficient, D, the Secchi Disc reading, Ra, the reflec- 
tivity of the disc used, and Uy, the relative amount of light traveling 
in an upward direction compared to that traveling downward. Let 
us look at each one of these variables a little more closely. 

If we define a term £, sometimes called optical density, as: 
iG ee 
where %7T=percent transmission, we may express k in terms of £ 
by: 


E 


Feit 


since k is given in terms of natural logarithms. Since £ values and 
%T values are conveniently tabulated in readily available tables, we 
may easily obtain a k value for any %T value we may have as given by 
the hydrophotometer. In this manner we may reduce any hydro- 
photometer reading to its equivalent Secchi Disc reading or vice versa 
by substituting the k or D value in equation (12) or (13). 

The D is, of course, the Secchi Disc reading which may be either 
read directly or calculated from the hydrophotometer reading. For 
the disc used Ry was about 0.8. 

The relative amount of upwelling light, U,, however, was not meas- 
ured and values were assumed for this quantity, based on other data 
taken by Williams in Chesapeake Bay and by the calculated values 
from the large number of stations where both Secchi Disc readings 
and hydrophotometer readings were taken. 

If equation (12) is rewritten: 


k= 


SIs 


where 


*% = 2.3 log a 


IO SMITHSONIAN MISCELLANEOUS COLLECTIONS VOL. 139 


or, since Rg=0.8, 
4 = 2:3'— 0.7 + log at 


A plot of x vs. D may now be made, where -~ is calculated from 
stations at which hydrophotometer readings which give k and Secchi 
Dise readings which give D were taken simultaneously. This plot 
shows a marked variation of Uy as the Secchi Disc reading is 
changed, and is the graph which was used to determine unknown Uy, 
values when the S.D. readings were known, both for stations which 
had hydrophotometer and Secchi Disc readings and for those which 
had only S.D. data. 

By means of this methodology, then, it was possible to calculate 
equivalent Secchi Disc readings for each hydrophotometer reading 
taken. 


DISCUSSION OF DATA 


In the two appended tables, all the data taken on the Elsie Fenimore 
are tabulated. Table 1 includes the hydrophotometer and Secchi Disc 
data presented by seasons and in geographical order from North to 
South. Winter is considered to include the months of January, Feb- 
ruary, and March; spring—April, May, and June; summer—July, 
August, and September ; and fall—October, November, and Decem- 
ber. The various stations may be easily located by number on the 
series of charts (figs. 1-13, preceding the tables), which show the 
latitude and longitude of each of the stations mentioned. 

Table 2 includes all the other data taken, utilizing the various de- 
vices of Dyer plus a few others which were also used. These data 
are presented in simple geographical order, proceeding from north 
to south. 

The data as a whole, although being among the most extensive 
available at the present time, have many limitations and shortcomings, 
and these should be kept in mind while any attempt at utilization is 
being made. 

The hydrophotometer readings were taken with utmost care. How- 
ever, the calibration in air was apparently not standardized, the ad- 
justment varying from 92 to 96%T in air instead of 92 percent as 
previously mentioned. This would have the effect of making all read- 
ings above go percent highly suspect since a small change in %T at 
this end of the scale is associated with a large change in the Secchi 
Disc reading. 

This is probably also the reason for the significant number of read- 
ings which are above 100 percent, and hence change from quantitative 
readings to qualitative. This 92 percent reading in air as being the 


NO. 10 WATER TRANSPARENCY—WILLIAMS, JOHNSON, DYER If 


equivalent of a 100%T reading in water was apparently unknown 
to the data takers, which is not surprising since the instruction book 
written for the U.S. Navy Hydrophotometer Mk. II specifies a cali- 
bration setting of 100 percent in air. 

The Secchi Disc readings in general are undoubtedly quite reliable. 
However, any taken when the sun was low in the sky or in the shade 
of the boat are probably doubtful. 

In table 2 are given the remainder of the data taken with instru- 
ments other than the hydrophotometer or Secchi Disc. These data 
have been tabulated separately, since their meaning is not as well 
understood as those in table 1. 

An attempt was made to deduce some sort of a regular pattern of 
transparency in the area covered, but no regular pattern appears to 
exist. This may be due to the fact that all stations were not taken 
simultaneously (a physical impossibility), although this is not nec- 
essarily so. Previous experience indicates that local conditions, espe- 
cially in more shallow coastal regions, almost completely determine 
transparency conditions at any one point in space and time. Thus the 
turbidity will vary from one place to another, one depth to another, 
one time to another with seemingly constant environmental conditions. 
These data seem to emphasize this seemingly unpredictable nature of 
transparency in natural waters. 

In general, however, the data do show the following expected 
changes in transparency: 


1. An increase in transparency with distance from the coast. 

2. A seasonal change in transparency, with the winter months 
seeming to provide the greatest turbidity. 

3. An increased turbidity around heavily industrialized areas. 


These three are, of course, to be expected, as outlined by Williams 
[35] in a set of general rules for predicting transparency based on 
geographical location, weather conditions, proximity of polluting 
sources, etc. But there are so many variables to be considered simul- 
taneously that these generalizations are often invalid. 

This information is therefore presented not as a basic scientific 
study to determine the causes of transparency variations, but rather 
to present actual conditions existing at particular points in time and 
space. 


12 


10. 


II. 


12. 


13) 


14. 


TS? 


16. 


17. 


18. 


19. 


20. 











SMITHSONIAN MISCELLANEOUS COLLECTIONS VOL. 139 


BIBLIOGRAPHY 


Anonymous. Electric camera for deep sea photography. Sci. Amer., vol. 
116, No. 20, p. 483, 1917. 

Submarine camera. The Engineer, vol. 129, p. 658, 1920. 

ArmstronG, A. R., and Ewrnc, C. W. Studies of the measurement of 
submarine illumination in Virginia waters in Chesapeake Bay. Virginia 
Fish. Lab. Contrib. No. 13, 1044. 

ATKINS ET AL. Measurement of submarine daylight. Journ. Cons. Int. 
Expl. Mer, vol. 13, No. 1, pp. 37-57, 1938. 

BiceLow, H. B. Oceanography of the Gulf of Maine. Bull. U. S. Bur. 
Fish., vol. 40, pp. 511-1027, 1924. 





. Birce, E. A. A second report on limnological apparatus. Trans. Wisconsin 


Acad. Sci., vol. 20, pp. 512-551, 1922. 

Birce, E, A., and JupAy, CHAUNCEY. Penetration of solar radiation into 
lakes as measured by the thermopile. Bull. Nat. Res. Counc., Washington, 
vol. 68, pp. 61-76, 1928. 

Boas, F. Beitrage zur Erkenntnis der Farbe des Wassers. Inaug. Diss., 
Kiel, 188r. 

Boutan, L. Mémoire sur la photographie sous-marine. Arch, Zool. Expéd. 
Gén., vol. 21, pp. 281-324, 1893. 

Bumpus, D. F., and Crarxe, A. H. Transparency of the coastal and 
oceanographic waters of the western Atlantic. Woods Hole Oceano- 
graphic Inst. Techn. Rep., vol. 10, p. 10, 1947. 

CiarkE, G. L. Light penetration in the Caribbean Sea and the Gulf of 
Mexico. Journ. Mar. Res., vol. 1, No. 2, pp. 85-94, 1938. 

Light penetration in the western North Atlantic. Woods Hole 

Oceanographic Inst. Collected Reprints, Contribution 101, 1936. 

. Observations on the penetration of daylight into mid-Atlantic and 

coastal waters. Woods Hole Oceanographic Inst. Collected Reprints, 

Contribution 26, 1933. 

Observations on transparency in the southwestern section of the 

North Atlantic Ocean. Journ. Mar. Res., vol. 4, pp. 221-230, 1941. 

Variations in the transparency of three areas of the Atlantic 
throughout the year. Ecology, vol. 20, pp. 520-543, 1930. 

CLaRKE, G. L., and James, H. R. Laboratory analysis of the selective 
absorption of light by sea water. Journ. Opt. Soc. Amer., vol. 29, pp. 43- 
55, 1939. 

Darsy, H. R.; Jounson, E. R. F.; and Barnes, G. W. Studies on the 
absorption and scattering of solar radiation by the sea. Carnegie Inst. 
Washington Publ. 475, 1937. 

DESYBOS, DonALD P. Transparency by black and white Secchi Disc of the 
water of Long Island Sound, Block Island Sound, and Newport Bight, 
cruise Stirni IJI. Cornell Univ. Status Rep. No. 18, 1952. 

HELLAND-HaAnson, B. Physical oceanography and meterology. Michael 
Sars North Atlantic Deep Sea Exp., I910. 1031. 

Hunter, G. R. Underwater camera world. Pop. Photogr., vol. 17, p. 42, 


1045. 





. Hutcuins, L. W. Buoy data at Woods Hole Oceanographic Institution. 


(Unpublished. ) 


NO. I10 WATER TRANSPARENCY—WILLIAMS, JOHNSON, DYER 13 


22. 


23. 


24. 


25, 


26. 


28. 


20. 


30. 


a1. 


32. 


33- 


34. 


35. 


Jenkins, F. A., and Bowen, I. S. Transparency of ocean water. Journ. 
Opt. Soc. Amer., vol. 36, pp. 617-623, 1946. 

Jertov, N. G. Optical studies of ocean waters from reports of the Swedish 
Deep Sea Expedition. Vol. 3 (Physics and Chemistry), No. 1, pp. 3-59, 
1951. 

Jounson, E. R. F. Undersea cinematography. Journ. Soc. Motion Picture 
Eng., vol. 32, pp. 3-17, 1939. 

JosEpH, J. Durchsichtigkeit Registrierungen als Oceanographische- sich 
Untersuchungsmethode. Deutsche Hydr. Zeitschr., vol. 13, Heft 1, p. 60, 
1959. | 

Undersuchungen tiber Ober- und Unterlichtmessungen und wtber 
ihren Zusammenhang mit Durchsichtigkeitsmessungen. Deutsche Hydr. 
Zeitschr., vol. 3, Heft 5/6, 1950. 

List, Ropert J. (preparator). Smithsonian Meteorological Tables, 6th rev. 
ed., Smithsonian Miscellaneous Coll., vol. 114, pp. 214-218, 1951. 

MarkKHAM, J. J., and Perry, G. R. Oceanographic stations of the New 
London Laboratory from May 1943 to November 1944. Columbia Uni- 
versity, 1944. 

Pettersson, H. A transparency meter for sea water. Medd. Goteborgs 
Hogakolas Oceanogr. Inst., Series B, Band 3, No. 8, pp. 1-17, 1934. 

Poort, H. H., and AtxKins, W. R. G. Photo-electric measurement of 
submarine illumination. Mar. Biol. Assoc. U. K. Journ., vol. 16, pp. 279- 
324, 1929. 

Powers, C. F.; Deusier, E. E.; and Backus, R. H. Transparency by 
black and white Secchi Disc of the water of New York and Newport 
Bights. Cornell Univ. Status Rep. No. 15, 1952. 

Seccur. Esperimento per determinare la trasparenya del mare. Cialqi Sul 
Moto Onaoso del Mare, 1866. 

Wuirtney, L. V. Microstratification of inland lakes. Trans. Wisconsin 
Acad. Sci., vol. 31, p. 155, 1938. 

Wuttams, J. A small portable hydrophotometer. Techn. Rep. Chesapeake 
Bay Inst. In press. 

. How to find clear water. Water World, May-June, 1956. 








14 


SMITHSONIAN MISCELLANEOUS COLLECTIONS 


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18 SMITHSONIAN MISCELLANEOUS COLLECTIONS VOL. 139 


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VOL. 139 


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SMITHSONIAN MISCELLANEOUS COLLECTIONS 


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SMITHSONIAN MISCELLANEOUS COLLECTIONS 


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VOL. 139 


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92 


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94 


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VOL. 139 


SMITHSONIAN MISCELLANEOUS COLLECTIONS 


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VOL. 139 


SMITHSONIAN MISCELLANEOUS COLLECTIONS 


100 


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VOL. 139 


SMITHSONIAN MISCELLANEOUS COLLECTIONS 


122 


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126 


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128 


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130 


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132 


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IO WATER TRANSPARENCY: 


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VOL. 139 


SMITHSONIAN MISCELLANEOUS COLLECTIONS 


134 


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VOL. 139 


SMITHSONIAN MISCELLANEOUS COLLECTIONS 


136 


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IO WATER TRANSPARENCY 


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VOL. 139 


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SMITHSONIAN 


138 


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NO. 


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VOL. 139 


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VOL. 139 


MISCELLANEOUS COLLECTIONS 


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SMITHSONIAN MISCELLANEOUS COLLECTIONS 
VOLUME 139, NUMBER I1 
(Enp oF VoLUME) 


A CLASSIFICATION FOR THE 
BIRDS OF THE WORLD 


By 
ALEXANDER WETMORE 


Research Associate, Smithsonian Institution 


(Pusiication 4417) 


CITY OF WASHINGTON 
PUBLISHED BY THE SMITHSONIAN INSTITUTION 
JUNE 23, 1960 








SMITHSONIAN MISCELLANEOUS COLLECTIONS 
VOLUME 139, NUMBER 11 


(Env oF VoLuME) 


& CLASSIFICATION FOR, THE 
BIRDS OF THE WORLD 


By 
ALEXANDER WETMORE 


Research Associate, Smithsonian Institution 


SOeCOCeeg 





(Pustication 4417) 


CITY OF WASHINGTON 
PUBLISHED BY THE SMITHSONIAN INSTITUTION 
JUNE 23, 1960 


SMITHSONIAN ,..0. \ 
INSTITUTION YUNA & ttf, 


THE LORD BALTIMORE PRESS, INC. 
BALTIMORE, MD., U. S. A. 


AV CLASSIBIGATION: KOR THE BIRDS; OF) THE 
WORLD 


By ALEXANDER WETMORE 
Research Associate, Smithsonian Institution 


The principal additions to current information that affect the ar- 
rangement of the family and higher groups in birds since the previous 
paper on this subject by the author was published (1951, pp. 1-22) 
have come in the fossil field and deal in part with the earliest known 
forms of the Jurassic and Cretaceous periods. While there has been 
much discussion of family limits among the Passeriformes, with 
considerable spread of opinion as to family limitations, in the main 
these have been expressions of individual viewpoint, without com- 
pletely firm support in the new information offered. Valuable new 
data that are accumulating from many sources relative to this order, 
where they are completely decisive, in the main suggest better align- 
ment of existing families through shift of genera from one group to 
another. The great majority of the many species still require detailed 
anatomical study. 

Under the revision of the International Code of Zoological Nomen- 
clature as adopted at the Fifteenth International Zoological Congress 
held in London in July 1958, now in press, a new rule provides that 
family names are to be based on strict priority in publication. There 
is no attempt to follow this requirement in the classification presented 
herewith since the final draft of the Code was not yet in print when 
the paper was under preparation. It is apparent, however, that ac- 
ceptance of this new proviso, while intended to establish stability, in 
the beginning will bring many changes in current family and higher 
group designations in the class Aves. 

The following notes that discuss the more important changes are 
added to material from the introductory section of the revision of 1951 
where this remains pertinent. In the classification at the end of the 
text the fossil groups are enclosed in brackets to enable their ready 
recognition on the part of students familiar mainly with the family 
and other categories of living kinds. 

Archaeornithes—The recent careful study of the specimen of 
Archaeopteryx in the British Museum (Natural History) by Sir 


SMITHSONIAN MISCELLANEOUS COLLECTIONS, VOL. 139, NO. 11 


2 SMITHSONIAN MISCELLANEOUS COLLECTIONS VOL. 139 


Gavin de Beer has added greatly to knowledge of this bird through 
application of modern methods of examination. De Beer (1954, pp. 
39-41) has outlined clearly the resemblances found in the two nearly 
complete specimens preserved in London and in Berlin and has shown 
that most of the differences between them that have been described 
either have been misinterpreted or do not rate the value that has been 
assigned to them. His conclusion is that “proposed generic and even 
specific distinction between them calls for very critical examination.” 
In his final statement on this part of his study (lLc., pp. 50, 57) 
he unites both under the name “Archaeopteryx lithographica Meyer.” 

In brief review, formal recognition of the two specimens as repre- 
sentative of separate species came when Dames (1897, p. 829) named 
the one in Berlin Archaeopteryx siemensii. Petronievics (in Petro- 
nievics and Woodward, 1917, p. 5) considered that differences be- 
tween the two were of sufficient weight to separate siemensii tenta- 
tively as the type of a new genus, Archacornis. In a later study 
Petronievics (1921, p. 10), after further consideration, was definite 
in establishing the two in distinct genera and added that they might 
“vielleicht sogar zu zwei verschiedenen Familien gehoren.” In a more 
detailed account (1925, pp. 67-69) he placed the two in separate 
families, which he maintained later in a further review (1950, pp. 
118-120). 

The major points on which Petronievics based his two families have 
disappeared through the information supplied by de Beer. There re- 
main, however, distinctions of size and relative proportion, the London 
specimen being about Io percent larger in general dimension, with 
the foot about 25 percent greater. De Beer regards these size char- 
acters as individual, to be attributed either to age or to sex. Steiner 
(1938, p. 292), who also has considered the two identical, says that 
in his opinion the Berlin specimen was a young individual and a 
female, in contrast to the London example which he believes was a 
mature male. 

While my personal study of this problem has been confined to views 
of the London fossil and the nearby cast from Berlin in the British 
Museum, additional comparisons of casts of the two in the U.S. Na- 
tional Museum, and examination of published figures, it appears to 
me that the foot of the Berlin bird not only is smaller but also has the 
toes of different proportion in relation to one another and to the 
tarsometatarsus. The wing elements in the two specimens appear 
quite similar, but the entire leg in the Berlin bird seems more slender. 
It is possible that these ancient birds, like some reptiles, continued to 
grow in size for a longer period than is true with modern species, 


NO. II CLASSIFICATION, BIRDS OF THE WORLD—WETMORE 3 


a factor, however, which must remain hypothetical. Steiner’s supposi- 
tion that the London specimen is male and the Berlin fossil female 
is equally speculative, since if sex is assumed, the reverse might be 
true. While the male is larger than the female in most living birds, 
this is not the universal rule, and as reptilian characteristics persist in 
these earliest known avian forms it must be remembered that in 
reptiles it is common for the female to be larger than the male. As a 
further contribution to available information there should be noted 
the analysis of the primary wing feathers by Savile (1957, pp. 99-101), 
which points out an apparent difference in wing formula between the 
London and the Berlin birds. This recent observation if accepted 
would indicate rather wide separation, but, on the other hand, if denied 
would serve to bolster the conclusions of de Beer. 

A third specimen found in 1956 near the point where the first ex- 
ample was discovered shows mainly wing and leg bones and vertebrae, 
in addition to feather impressions. It has been described in detail 
by Heller (1959, pp. 1-25), who finds that it agrees in size and char- 
acters with the one in London, so that there are now two of the 
larger form known. | 

It is important to have a modern study, like that of de Beer, of 
the Berlin specimen, to add to the data assembled by Dames. As 
matters stand, the three known skeletons present an appearance of 
differences sufficient to mark them as two distinct species on the basis 
of criteria found in the osteology of living birds. These data, for the 
present, appear to warrant recognition of two genera, Archaeopteryx 
represented by two specimens and Archaeornis by one, which, how- 
ever, should be united in one family, the Archaeopterygidae. 

Ichthyornithes——A recent study by Gregory (1952, pp. 73-88) has 
severed the long-standing association of Hesperornis and Ichthyornis 
in a superorder separated from all other birds known from the New 
World through the possession of teeth. In brief, Dr. Gregory has 
shown that the toothed lower jaw fragments allocated to the skeleton 
of Ichthyornis dispar Marsh, unduly large in proportion to the rest 
of the skull and the skeleton with which they have been associated, 
in reality are not avian but are those of a small mosasaur. Two other 
jaw fragments placed by Marsh with Ichthyornis anceps and I. victor 
are similar, so that all these specimens, which have the teeth in sockets, 
are identified as reptilian. This leaves Hesperornis as the only group 
of Cretaceous age in which teeth are known. To give a balanced 
treatment that will emphasize the important characters of the birds 
concerned it has seemed appropriate to establish a suborder Ichthy- 
ornithes for the Ichthyornithiformes, separated from all other birds 


4 SMITHSONIAN MISCELLANEOUS COLLECTIONS VOL. 139 


by the possession of biconcave vertebrae. I have given a somewhat 
more detailed discussion of this matter elsewhere (Wetmore, 1956, 
pe 2)i 

The penguins.—The question of the weight to be given the peculiari- 
ties of uniform pterylosis, extreme specialization of the wing as a 
flipper for submarine progression, and incomplete fusion in the meta- 
tarsal elements, as well as such other details as erect posture in stand- 
ing and walking and the anatomical adjustments involved, found in the 
penguins, is one that has merited careful review. It seems reasonable 
after this examination to retain the Impennes as a superorder, at least 
until we have further evidence through fossils as to their line of 
evolution. It is necessary, however, to remove the fossil family 
Cladornithidae, since Simpson (1946, pp. 24-25) has found that the 
two genera Cruschedula and Cladornis placed in this family have no 
apparent relationship to the Sphenisciformes. These two, described 
by Ameghino from the Deseado formation of Patagonia, now placed 
in the Oligocene, are based on fragmentary, considerably flattened 
metatarsi. The descriptions and figures that have appeared thus far are 
not sufficiently definite to demonstrate characters of importance in 
classification. However, from what we now know these ancient birds 
cannot be considered as ancestral penguins of terrestrial habit, as has 
been supposed. The only suggestion that has come to me is that pos- 
sibly they may belong in the order Pelecaniformes, in which I have 
placed the family tentatively in a suborder Cladornithes (see p. 25). 

The Neognathae.—One important result of recent studies has been 
the allocation to the Neognathae of the orders formerly separated as 
the Palaeognathae. For years I have felt that recognition of the 
Palaeognathae, as a separate group apart from other birds, on the 
basis of a supposed peculiarity in the palate, stood on flimsy ground. 
The studies of McDowell (1948, pp. 520-549) demonstrate that the 
structure of the palaeognathous palate, in which the palatine and 
pterygoid bones are articulated by a squamous suture, is variable from 
order to order and that in fact the details of this union differ con- 
siderably in the several groups. For example, McDowell points out 
that in Dromiceius the palatine and pterygoid are not in contact, while 
in a number of families placed in the Neognathae, as in the Anatidae, 
to name only one, the two bones are in articulation. As there is no 
clear-cut separation, the former Palaeognathae must be combined with 
the Neognathae. 

The supposed bird Caenagnathus collinsi described by R. M. Stern- 
berg (1940, p. 81) from the Belly River series of beds of Upper 
Cretaceous age in Alberta has been carried tentatively in our avian 


NO. II CLASSIFICATION, BIRDS OF THE WORLD—WETMORE 5 


classification, though it has been my belief from the beginning that it 
was reptilian. It is known from a lower jaw, beautifully preserved, 
without appreciable deformation and practically complete except for 
part of the lower section of one ramus. The resemblance to birds is 
found in the lack of teeth, fused symphysis, and the considerable size 
of the mandibular foramen. While these are characters found in 
birds, there is nothing peculiar included since all are duplicated in some 
of the groups of the Reptilia. The fossil resembles Reptilia in the 
form of the articular surface, the forward position of the coronoid 
area, the conformation at the symphysis, especially on the upper 
surface, the upward curvature in that area, and in the general texture 
of the bone. In none of these is there exact duplication in Aves, 
except partially in the form of the symphyseal region. The whole 
appearance of the bone strongly suggests a species related to the 
Ornithomimidae among the therapod dinosaurs. In view of this the 
“Order Caenagnathiformes” is now omitted from the avian classifica- 
tion, since it is felt that its continued tentative inclusion may promote 
misunderstanding as to its status. 

The family Eleutherornithidae is introduced for the fossil Eleu- 
therornis helveticus Schaub, from the Eocene of Switzerland, de- 
scribed from a fairly well preserved pelvis. Apparently this is repre- 
sentative of an ancestral group from which the living ostriches may 
have come. Its greatest importance is found in its indication of re- 
lationship with carinate groups though of unquestioned ratite stock. It 
is thus important as definite indication that the struthious birds are 
descended from flying ancestors, not from some distinct cursorial line 
that always has been flightless, as some have contended. 

The genus Podiceps.—The differences of opinion that prevailed for 
years as to the application of the generic name Colymbus have been 
adjusted currently by an arrangement under which Gavia has been 
accepted for the loons and Podiceps for the grebes. There is, how- 
ever, discussion still as to the proper spelling of the ordinal and 
familial names for which Podiceps is the base. The uncertainty arises 
from misunderstanding of the derivation of this generic term. The 
colloquial name applied to these diving birds in the English of the 
16th to the 18th centuries (and later) was “arse foot,” or “arsfoot,” 
from the posterior position of the leg. The term is found in the early 
dictionaries of Johnson, was carried in the later editions of Todd and 
Walker, and is still found in a footnote in Webster’s 1953 volume, 
with indication there that the word now is obsolete. Some early 
authors who wrote in Latin rendered this term appropriately as 
“‘Podicipes,” as for example Willughby (1676, p. 258), and Ray (1713, 


6 SMITHSONIAN MISCELLANEOUS COLLECTIONS VOL. 139 


pp. 125, 190), where the horned grebe is listed as “Colymbus sive 
Podicipes minor.” Catesby (1731, p. 91) wrote of the pied-billed 
grebe under the heading “Prodicipes Minor Rostro vario,” but he 
corrected the spelling of the first word in the legend for the plate 
that faces the text, which is labeled “Podicipes &c.” This account 
by Catesby was the sole basis on which Linnaeus (1758, p. 136) estab- 
lished his specific name for the pied-billed grebe. And it is here that 
present-day confusion has its beginning, since Linnaeus called the 
bird “Colymbus Podiceps,’ and in citing the reference to Catesby 
wrote it ‘“Podiceps minor, rostro vario.” While he corrected Catesby’s 
error in spelling he thus made another of his own, which remains 
in our current name Podilymbus podiceps (Linnaeus) for the pied- 
billed grebe. Following Linnaeus, John Latham (1787, p. 244) pro- 
posed the genus Podiceps, in which he included several species of 
grebes, with basis for the name on Linnaeus, as he makes reference 
to “Colymbus Lin.” The error in spelling was recognized by several 
early authors, as in a note attributed to Oken (1839, p. 674) and one 
by Gloger (1854, p. 430). Correct usage for a family name based on 
Podiceps (=Podicipes) was indicated by Newton (1896, p. 381). 
That this history, well known up to 40 years or so ago, has been for- 
gotten by many is shown by recent action of the International Com- 
mission on Zoological Nomenclature (1957, pp. 300-304) which it 
appears should have further review. The data supplied by the Com- 
mittee to Dr. Grensted, as classical adviser, were misleading, as 
there was no indication for his information that “Podiceps” had been 
derived from “Podicipes.” 

As the terminal root in Podiceps is a contraction of the Latin pes, 
pedis, it would appear that the correct form for the family name is 
Podicipedidae (not Podicipidae or Podicipitidae), and for the order 
Podicipediformes (not Podicipitiformes or Podicipidiformes). 

The Procellartiformes.—Family segregation in this order has been 
oversimplified in some recent discussions, probably through misunder- 
standing of the group characters, possibly also through somewhat con- 
fusing names that have been applied to familial and generic categories. 
Verheyen (1958, pp. 11-14) has placed the Pelecanoididae in an order 
with the Alcidae, as indicative that the auk group is allied rather 
closely to the Procellariiformes. The resemblances that he cites appear 
due to convergence, as the basic form of the diving petrels is definitely 
that of the shearwater-petrel group. Aside from this, the Diomedeidae 
and the Pelecanoididae have been accepted without apparent question, 
but the remaining species have been combined by some under a single 
family name. Lowe (1925, pp. 1436-1443) has shown that the genera 


NO. II CLASSIFICATION, BIRDS OF THE WORLD—WETMORE Ti 


included in the Hydrobatidae have a simplified condition in the 
quadrato-tympanic region of the skull in which the opening of the 
upper tympanic recess is small, and is so located that it separates the 
squamosal and opisthotic facets. In addition, the posterior border of 
the sternum is truncated and entire, and basipterygoids are absent or 
are represented only by small spines. In the Procellariidae, on the 
other hand, the foramen of the upper tympanic recess is greatly 
enlarged and lies anterior to the two facets for the quadrate, which 
are joined by a bridge of bone; the posterior border of the sternum 
is notched ; and basipterygoid processes are present. These constitute 
distinctive characters at the family level. 

The Pelecaniformes.—lIn the arrangement of suborders in the order 
Pelecaniformes we encounter in marked degree the standard difficulty 
of logical placement in linear alignment of groups that really stand in 
three-dimensional relationship. Lanham (1947, pp. 65-70) has made 
a summary of the major anatomical characters of the group in which 
he points out the differences that set off the Phaéthontes and the 
Fregatae from the Pelecani. There is no question that the first two 
carry primitive characters, which may be presumed to be similar to 
those found in ancient ancestral stocks, since in these resemblances 
they are more like other types of birds, notably the Procellariiformes. 
From this style the families of the suborder Pelecani have become 
widely divergent. Although the tropicbirds and the frigate-birds both 
have retained a part of what may be regarded as a basic pattern, they 
are so distinct in other respects that it appears to be more reasonable 
to relate them individually as branches from a common stock rather 
than to combine the two on one line, separate from the Pelecani. The 
Phaéthontes possibly may have separated earlier than the Fregatae. 
Among interesting differences other than those of internal anatomy, 
it may be noted that the tropicbirds have the young covered with down 
at birth and that the adults possess series of air cells under the skin on 
the forepart of the body like those found in pelicans and boobies. The 
frigate-birds have young almost naked at hatching, and the emphy- 
sematous condition is mainly lacking. In view of this I prefer to 
continue to align these groups on either side of the Pelecani. 

Though there is no question that the cormorants and snake-birds 
are closely allied, they differ in such degree that they should be retained 
in separate family status. The snake-birds are marked by a peculiar 
conformation of the cervical vertebrae through which the beak be- 
comes a triggered spear in feeding. The bridge of Donitz on the ninth 
vertebra is an important part of this arrangement. The stomach also is 
unusual in possessing a curious pyloric lobe, lined with a mat of hair- 


8 SMITHSONIAN MISCELLANEOUS COLLECTIONS VOL. 139 


like processes. And there is only one carotid artery while in cor- 
morants there are two. 

The description of Osteodontormis orri by Hildegarde Howard 
(1957a, pp. 1-23) from the Monterey formation in the Miocene of 
California adds a third species to the strange Odontopteryges, whose 
common character is found in the sharply pointed, dentate projections 
developed on the margins of upper and lower mandibles as continuous 
parts of the bony structure of the jaws. This suborder was placed 
tentatively (Wetmore, 1930, p. 3), following Lydekker (1891, pp. 
57-58), in the Pelecaniformes, but this was not definite, as the char- 
acters of Odontopteryx have been interpreted by some as indicating 
closer alliance to the petrel-albatross group. In July 1956, at the 
British Museum (Natural History), through the kind attention of 
Dr. W. E. Swinton, I had the privilege of studying the type skull of 
Odontopteryx toliapica Owen, which came from the London clay of 
the lower Eocene, on the Isle of Sheppey, Kent, England. It was 
possible thus to ascertain certain details not clear from the published 
accounts. Asa result of this study it is my opinion that the characters 
clearly indicate relationship with the Pelecaniformes. 

Without repeating unnecessary detail, available in Lambrecht’s 
great volume (1933, pp. 304-307), it was interesting to note the 
strongly marked craniofacial hinge at the base of the bill, like that of 
gannets and cormorants, and also the impressed line along the side 
of the premaxilla, and the definite closure of the external narial 
opening, as in the Sulidae. The distal articular end of the quadrate 
suggests that of Phaéthon, though somewhat more flattened, with the 
whole articular surface narrower, and the separate segments more 
nearly in line than in any living species of the various pelecaniform 
families. The lachrymal appears to have been slender and is firmly 
anchylosed on its upper margin to the frontal as in Phalacrocorax. 
The rounded cranium suggests that of pelicans, rather than the more 
flattened form of other families of the order. The sum of the char- 
acters indicates a bird of gannetlike diving habit that, when slippery 
aquatic prey was seized, could hold it firmly in the sharp dentations of 
the mouth. 

Dr. Howard in her interesting study of Osteodontornis has elevated 
the group to the rank of an order, on the consideration that it “may 
represent an early connection with procellariiform—pelecaniform 
stock” (1957a, p. 22). It has seemed to me appropriate to emphasize 
the evident pelecaniform character by retaining the two families recog- 
nized in subordinal status in that group, since the resemblances that 
point toward the Procellariiformes appear to be much less definite and 


NO. II CLASSIFICATION, BIRDS OF THE WORLD—WETMORE 9 


possibly may be subject to other interpretation. It is desirable now to 
place the Odontopteryges at the beginning of the order because of their 
antiquity. The known history of the group, which begins in the early 
Eocene, indicates probable ancestry in Paleocene time. The pointed 
projections on the jaws, assumed to have been sheathed in the in- 
tegument of the bill, were without question used in seizing prey. The 
disappearance during Miocene time of such a holding apparatus may 
indicate that the bony projections were not completely successful for 
their purpose, perhaps because of their hollow centers, as accidental 
breakage in them would not be restored. The fine serrations restricted 
entirely to the ramphotheca, found in the straight-billed species of the 
pelecaniform order (tropicbirds, gannets, boobies, and anhingas), 
may be regarded as a functional replacement. 

The change in position made to the beginning of the order covers 
only the Odontopterygidae and the Pseudodontornithidae and leaves 
Cladornis and Cruschedula still unsettled as to relationship. As ex- 
plained above (p. 4), Ameghino described both as forms of penguins, 
but Simpson says that they have no connection with this group. As the 
suborder Cladornithes, they are located in their former uncertain 
position at the end of the Pelecaniformes. 

Suborder Ardeae—The general resemblance of the boat-billed 
heron (Cochlearius cochlearius) to the night herons has been the 
occasion of differences in allocation of its rank in classification from 
that of a subgenus of Nycticorax to full family status. In a recent 
review of the Ardeidae, Bock (1956, pp. 31-35) has treated it as a 
separate genus in a “Tribe Nycticoracini” allied to Nycticorax. Super- 
ficially the boatbill is like a black-crowned night heron, but in detail 
there are outstanding differences. The enlarged bill is obvious, and 
there are four pairs of powder-down patches, instead of the three 
found in the other herons. In the skull, the bill has been changed 
from the spear point usual in herons to a broad scoop with the roof 
of the mouth smoothly arched. The lower jaw is widely bowed to 
fit this change, and the symphysis is greatly reduced in length. The 
palatines are so greatly broadened, and so inflated on the outer 
posterior margin, that they have little resemblance to the ordinary 
heron form. The quadrate has the orbital process shorter and thicker 
and the mandibular articulation narrowed ; the lachrymal is small ; the 
eye opening considerably enlarged to house the exceptionally large 
eye; and the external nasal opening considerably reduced. The palatal 
musculature is decidedly stronger than in the true herons. 

In life boatbills act like night herons, as they roost and nest in 
groups and are mainly nocturnal. When hunting at night, I have 


IO SMITHSONIAN MISCELLANEOUS COLLECTIONS VOL. 139 


found them feeding in shallow waters, often in riffles where they 
scoop at their living prey, rather than spear at it as is the custom with 
the typical herons. The eyes, wood brown by day, at night reflect the 
jacklight with a faint orange sheen, which I have not observed in 
other herons. The eggs are pale, nearly white, and often are lightly 
speckled with brown, so that they resemble those of the tiger bittern, 
Tigrisoma lineatum, rather than those of the night herons, which are 
deep blue. 

While there is no fossil record for the boatbill, I regard it as an 
ancient sideline from the typical herons that, judged from its present 
restricted range in the American Tropics, has not been too successful. 
It may seem attractive to unite Cochlearius with the true herons, 
but from long acquaintance I regard their characters, briefly outlined 
above, sufficient to maintain a separate family status. 

In view of the fact that the structural characters of the Balaenicipit- 
idae have been summarized clearly by Stresemann (1934, p. 809), it 
seems strange that the status of this family has been a matter of ques- 
tion. The single species shows affinity both with storks and with 
herons, in addition to outstanding peculiarities of its own. Miss 
Cottam (1957, pp. 51-71) has made a careful summary of the osteol- 
ogy from which she deduces a pelecaniform relationship, but this 
appears to be due to convergence rather than to actual relationship. 
The great enlargement of the skull has occasioned superficial re- 
semblances to pelicans, but these, and others seen elsewhere in the 
skeleton, are subordinate to the general sum of all characters, which is 
ciconiiform. 

Phoenicopteri—The position of the modern flamingos, which show 
characters that point on one hand to the Ciconiiformes and on the 
other to the Anseriformes, has been a matter of some variance in al- 
location, Mayr and Amadon (1951, pp. 7, 33), with only brief 
discussion, have set them up as a distinct order, but general opinion 
has carried them as a suborder allied to the herons, storks, and their 
relatives. The latter course remains justified when the fossil genera 
Palaelodus and Elornis of the upper Eocene to Miocene of western 
Europe are considered (Wetmore, 1956, p. 3). This group of flamingo 
relatives was identified in North America when Alden Miller (1944, 
p. 86) described Megapaloelodus connectens from the lower Miocene 
of South Dakota, a species to which remains from the upper Miocene 
of California also are referred (Loye Miller, 1950, pp. 69-73; 1952; 
pp. 296-298). The group may be recognized as the family Palaelodidae, 
on the generic name Palaelodus Milne-Edwards (1863, pp. 157, 158). 
(There has been confusion relative to the proper spelling, since Milne- 


NO. II CLASSIFICATION, BIRDS OF THE WORLD—WETMORE Dt 


Edwards in his important later work [1868, p. 58] used the form 
Paloelodus.) 

Howard (1955, pp. 3-23) has described a still different form of 
the flamingo group as Telmabates antiquus from the lower Eocene 
(Casamayor formation) of Chubut in Patagonia. While this species 
resembles the Palaelodidae in shortness and other details of form in 
the leg, it may prove to be representative of a separate family on 
characters found in the vertebrae and wing, as suggested in the 
original description. It is regarded for the present as of subfamily 
status in the Palaelodidae. 

Suborder Cathartae.—The superfamily Neocathartoidea, and family 
Neocathartidae, for the curious vulture Neocathartes grallator (Wet- 
more), discovered in the Upper Eocene fossil beds of Wyoming, in- 
troduced a new element in our known avifauna in the form of a 
small-winged, strong-legged vulture that evidently was terrestrial with 
limited powers of flight. It had about the same relation to the other 
American vultures that the secretarybird has to the hawks and falcons. 
Its inclusion also requires a separate superfamily, the Cathartoidea, 
for the previously known cathartine families. 

Galliformes.—The Numididae, which have been placed by some as 
a subfamily of the Phasianidae, differ in completely lacking the 
tuberosity or plate on the inner side of the second metacarpal that is 
sO prominent in pheasants and grouse. It should be recorded, however, 
that Hudson, Lanzilloti, and Edwards (1959, p. 64) note that Numida 
shows no peculiarities in the leg musculature when compared with the 
Phasianidae. The Tetraonidae, in contrast with the Phasianidae, have 
the pelvis relatively much broader and different in proportion, and 
the tarsus relatively shorter in relation to the length of the tibiotarsus. 
With these differences in mind it seems reasonable to retain the three 
groups in family status, at least until more detailed knowledge of their 
anatomy as a whole warrants change. 

Gruiformes.—In the Turnices the two genera of bustardquails, 
Turnix and Ortyxelus, have no hind toe, the wing is eutaxic, only the 
left carotid is present, and the eggs are rounded oval. The plain- 
wanderer of Australia, Pedionomus, has a small hind toe, the wing is 
diastataxic, right and left carotids are found, and the large eggs are 
pyriform. It seems desirable to continue these as separate families, 
rather than as subfamilies of one group, an arrangement that Strese- 
mann (1933, p. 760) has accepted. 

It has long been known that Mesites Geoffroy for the curious 
roatelos of Madagascar is antedated by the same name used by Schon- 
herr for a group of beetles. It has been in error, however, to replace 


I2 SMITHSONIAN MISCELLANEOUS COLLECTIONS VOL. 139 


this with M/esoenas Reichenbach 1862, since the conflict had been noted 
seven years earlier by Prince Bonaparte who gave the group the name 
Mesitornis (Bonaparte, 1855, p. 484). The suborder becomes Mesi- 
tornithides and the family Mesitornithidae. 

In the course of study of the fossil Andrewsornis abbotti from the 
Oligocene of Patagonia, Bryan Patterson (1941, pp. 50-53) has re- 
viewed related groups to the end that he has added the family 
Psilopteridae for the South American fossil genera Psilopterus and 
Smuiliorms. Further, he has placed Phororhacos and its allies as a 
superfamily Phororhacoidea under the suborder Cariamae. His 
further observations on these matters are to appear later in a more 
comprehensive paper. 

The family Cunampaiidae, for the fossil Cunampaia simplex, named 
by Rusconi (1946, p. 1) from the Oligocene of western Argentina, 
while placed in the Cariamae, still remains of uncertain status. 

The allocation of the phororhacid group to its new position and 
its demotion from subordinal status requires recognition of a super- 
family Cariamoidea for the living Cariamidae and the fossil group 
Hermosiornithidae. The common name for the Cariamidae in most 
English writings has been “Cariama,” being the form instituted by 
Marcgrave in 1648 in his Historiae rerum naturalium Brasiliae, when 
he rendered the Tupi name “cariama” as cariama. This was copied by 
subsequent authors, including Linnaeus in his twelfth edition, and so 
came finally into English usage, beginning with Ray’s translation of 
Willughby’s Ornithologiae in 1678. Seriema, a modification of the 
Indian word gariama, is used in Brazil, and with that spelling has 
come into the Engish language, where it should replace the other form. 

Charadruformes.—Differences of treatment at present are found 
mainly in the superfamily Charadrioidea and the suborder Lari, in 
which the groups have been regarded by some as of family value 
and by others have been allocated to the rank of subfamilies. The var- 
ious studies that have been made have not been complete from a 
taxonomic point of view except for part of the species, and the con- 
clusions derived from the data available appear in the main more 
philosophical than concrete. The picture therefore still remains 
confused. 

In view of the diverse specializations that are apparent, and the 
obvious long evolutionary history, it appears better to me to continue 
to acknowledge the main segregations as families, at least until the 
subjects involved have been more thoroughly investigated. A family, 
Rhegminornithidae, covers the fossil Rhegminornis calobates Wet- 
more, described from the lower Miocene of Florida. This was as 


NO. II CLASSIFICATION, BIRDS OF THE WORLD—WETMORE 13 


large as a medium-sized curlew, of peculiar form as regards the 
foot, the only part of the skeleton known, which shows certain char- 
acters that seem to point toward the jacanas, though the bird is to 
be placed in the Charadrioidea. 

It should be noted that the family affinity of the turnstones and the 
surfbird, long considered members of the plover family, is not certain 
as some studies (Lowe, 1931, pp. 747-750) place them in the Scolo- 
pacidae. (See also Bock, 1958, pp. 85-86.) 

In the Lari the terns and the gulls are regarded as one family, 
though there are some reasons that make further examination of this 
treatment desirable. The Stercorariidae possess a 2-notched sternum, 
large caeca, a cere, and a complex rhamphotheca. In the Laridae 
ambiens and biceps slip are present, the sternum is 4-notched, there 
is no cere, and the rhamphotheca is simple in form. 

In further discussion of proposals relative to this group it is 
pertinent to observe that a logical scheme of classification should 
attempt to outline relationships in living and fossil species through 
examination of all available data, considerations in which modern 
studies of behavior find increasingly useful part. There are pitfalls 
and hidden traps, however, when attempt is made to establish affiliation 
through any single method of approach, as inevitably inconsistencies 
appear. I fully agree with Martin Moynihan (1959, pp. 22-23, 35-38) 
that the skimmers (Rynchops) represent an early separation in the 
ancestry of the gull-like birds and find it pertinent that this is shown 
in their behavior pattern. At the same time these birds present out- 
standing peculiarities that should be considered in assigning them ap- 
propriate status in relation to their relatives. The bill, compressed 
to knifelike form, with great elongation of the ramphotheca of the 
lower jaw, is unique, and the method of feeding, where the lower 
mandible cuts the water surface with the bird in flight, is equally 
strange. The structural modifications in the form of the skull from 
that found in skuas, gulls, and terns also are too extensive to be 
ignored. The elongated blade of the lower mandible anterior to the 
symphysis of the rami is intriguing but less important than the pro- 
found changes elsewhere. The palatine bones are greatly expanded, 
the orbital process of the quadrate is reduced to a short, pointed 
spine, the impression for the nasal gland is much reduced, the frontal 
area is inflated and produced posteriorly, with compression of the 
lachrymal, and consequent reduction in size of the cavity for the eye, 
to enumerate the most outstanding differences in the osteology. Ex- 
ternally, the pupil of the eye is a vertical slit similar to that of a cat, 
and thus unlike that of any other group of birds (Wetmore, 1919, 


I4 SMITHSONIAN MISCELLANEOUS COLLECTIONS VOL. 139 


p. 195). Other peculiarities have been described in the musculature. 
The sum of these characters justifies treatment of the Rynchopidae 
as a distinct family in their suborder. 

The fossil humerus, type of Mancalla californiensis Lucas, that 
was the first intimation of a flightless auk on the west coast, while 
unique for many years, now has been supplemented by abundant ma- 
terial from which an additional, smaller species, Mancalla diegense 
(L. H. Miller), is recognized. It has been possible also to construct 
a composite skeleton of the larger one that is sufficiently complete 
to give a clear picture of its form and characters. The evident peculiari- 
ties of the genus Mancalla are found in the wing, as elsewhere the 
skeleton resembles that of other alcids, except for differences of a 
generic and specific nature. In comparison of the wing with that of the 
great auk, now extinct, that formerly ranged the coasts of the North 
Atlantic, the humerus of Mancalla is generally similar, the forearm 
appears proportionately shorter, and the hand more elongated. Ulna, 
radius, metacarpal, and phalanges so far as present are more slender. 
The head of the humerus in Mancalla differs decidedly in the relative 
angles of different elements, and also in the conformation of the 
distal articular surface. The general indication in the west-coast bird 
is of a proportionately longer wing, with the slighter bones to be ex- 
pected in a form of lesser bulk. Loye Miller (1946, pp. 34-36) and 
Loye Miller and Howard (1949, pp. 222, 225) have likened the 
specialization seen in the wing to that found in penguins and explain 
any similarity to the great auk, Pinguinis impennis, as due to con- 
vergence. On this basis they have separated Mancalla from the other 
auks in the family Mancallidae. While I followed this, with some 
reservation, in the last revision of the fossil list (Wetmore, 1956, pp. 
3, 80-81), a further review of the subject raises definite doubt, since, 
except for some specialization in the wing, Mancalla, as said above, 
is like other alcids. The change in the wing is no greater than that of 
Pinguinis, though the divergence is in a different direction. It would 
seem sufficient to place Mancalla in a well-marked subfamily, rather 
than in a separate family. 

Finally, the proposals of several authors to separate the auks in a 
distinct order appear to require further study. 

Strigiformes.—Old World ornithologists in the main regard the 
owls as belonging to a single family, but while all are deceivingly 
similar in general aspect, Ridgway (1914, p. 598) years ago sum- 
marized the considerable structural characters that separate the 
Tytonidae and the Strigidae. It is necessary here only to point out the 
more outstanding differences of the barn owls in lack of the manu- 


NO. II CLASSIFICATION, BIRDS OF THE WORLD—WETMORE 15 


brium, the different form of the posterior margin of the sternum, 
which is entire or 2-notched, the straight outline of the palatines, and 
in the ventral pteryla where the outer branch joins posteriorly to the 
main tract. The Strigidae possess a manubrium, the sternum is 
4-notched, the palatines are greatly expanded posteriorly, and the 
posterior end of the ventral pteryla does not join the main tract at 
the posterior end. 

Apodiformes.—Lucas (1889, pp. 8-13; 1895, pp. 155-157) long ago 
demonstrated the differences between the true swifts and the crested 
swifts, though his work seems latterly to have been overlooked, in view 
of the recent inclusion of the two in one group, as by Stresemann and 
by Mayr and Amadon. The skull in the Hemiprocnidae is quite dis- 
tinct in the general form of the cranium and in the development of 
the nasals, vomer, and palatines. The hypotarsus has a tendinal 
foramen (like that found in hummingbirds), and the plantar tendons 
have the flexor longus hallucis connected with the branch of the flexor 
perforans digitorum, which extends to the fourth digit. Coupled with 
this there may be noted the curious nest, which, fastened to the side 
of a branch, is barely large enough to contain one egg, and the further 
fact that these birds perch regularly on branches and twigs in trees. 

As Apus Scopoli, published in 1777, is recognized now in place of 
Micropus Meyer and Wolf, 1810, for the type genus of the swifts, 
the terms in the classification change to order Apodiformes, suborder 
Apodi, and family Apodidae, which replace the former terms Mi- 
cropodiformes, Micropodi, and Micropodidae, respectively. 

Coraciiformes.—The proposal of Mayr and Amadon (1951, p. 35) 
to include the rollers in one family, the Coraciidae, with three sub- 
families, goes back to the arrangement of Dresser in his monograph 
of the group (1893, pp. xviii, 85, 101). Sclater (1865, pp. 682-688), 
however, many years ago, pointed out the pelvic powder-down tracts, 
the small manubrium, and other peculiarities of Leptosoma, and set 
it apart in a distinct family. The anatomy of the syrinx and feet was 
further elaborated by Forbes (1880, pp. 464-475). The family 
Leptosomatidae therefore should be recognized. 

The groundrollers, Brachypteracias, Atelornis, and Uratelornis, 
usually have been included as a subfamily of the Leptosomatidae, but 
Stresemann (1934, p. 829) places them in a separate family, the 
Brachypteraciidae. There seems to be reason for this in their general 
appearance, though their anatomy is not well known. Brachypteracias, 
in its skeleton, differs from Coracias and Eurystomus in the much 
greater depth of the outer notch on the posterior border of the 
sternum, in the much broader and stronger pelvis, the heavier femur, 


16 SMITHSONIAN MISCELLANEOUS COLLECTIONS VOL. 139 


and the greater curvature of the shaft and reduction of the crista 
superior of the humerus. I have not seen the skull. The habit of life 
is markedly different. Although anatomical material of the other 
genera is not presently available, it seems reasonable to accept Strese- 
mann’s proposal. These peculiar birds certainly are not closely allied 
to Leptosoma. 

Lack of information on the anatomy of the woodhoopoes must be 
the reason for recent nonrecognition of the Phoeniculidae as a family 
separate from the Upupidae, since the two are quite distinct and 
have been so recognized for many years. The external differences 
are readily apparent. In the skeleton in Phoeniculus (of which I have 
seen several examples) the posterior part of the nasal area is ossified, 
there being only a small, narrow, elongated nasal opening ; the ecteth- 
moid is much reduced; the anterior end of the pterygoid is broadly 
expanded ; the sphenoidal rostrum is swollen at the anterior end, where 
the expanded ends of the pterygoids join it; the quadrates are de- 
cidedly larger; the keel of the sternum is greatly reduced, being only 
half as high as in Upupa; the furculum is broader ; the pelvis is nar- 
rowed, and considerably enlongated posterior to the acetabulum, with 
the ischio-pubic fenestra greatly enlarged; and the tarsus is heavier 
and broader, with two definite fenestra below the head. There are 
other minor details. In all of the above the characters of Upupa are 
directly opposite. The two groups appear to me to be sharply set off 
as distinct families. 

Passeriformes.—This order, with more living species than all the 
others combined, and far fewer fossil forms known, presents many 
difficult problems in logical arrangement. The major groups are clear, 
whether we rank them as suborders or superfamilies being a matter 
of opinion. But the limits and status of numerous families contained 
in these larger categories are uncertain since the internal anatomy is 
known for so few kinds that details of difference are poorly under- 
stood. Superficial resemblances, on the other hand, are so obvious in 
many cases that they cause confusion. Under the circumstances it 
continues to seem appropriate to me to accept the family grouping 
that has been current for many years, except in those cases where 
acceptable studies clearly indicate change. Supposition in these matters 
has led to various proposals for changes, some part of which un- 
doubtedly will prove correct. It is equally probable that a part, 
possibly the considerably larger part, may prove to be unfounded when 
details are more clearly known. If change is accepted under these cir- 
cumstances it may prove unwarranted, necessitating further shift, 
perhaps a return to the original status. Since this can only prove 


NO. II CLASSIFICATION, BIRDS OF THE WORLD—WETMORE 17 


confusing I prefer the conservative course. In the remarks that 
follow I shall discuss only a few matters on which I have more or less 
concrete ideas. 

In the superfamily Furnarioidea, von Ihering (1915, pp. 145-153) 
united the Furnariidae and the Dendrocolaptidae, since he was unable 
to separate two groups on the basis of the form of the posterior border 
of the nasal opening. The variation that he showed seems valid, but 
there are numbers of other points of supposed difference in the osteol- 
ogy and other structural details, so that his suggestion is far from 
established. Pycraft (1906, pp. 133-159), though seemingly uncer- 
tain in the beginning, finally retained the two families. It may prove 
that some genera are wrongfully allocated at present between the two 
groups, so that their shift, when we have sufficient information, will 
clear our understanding. 

In the Tyrannoidea, the family Oxyruncidae is known through ex- 
ternal characters that seem to warrant separation. If the sharpbills 
have other affinities it is doubtful that these are within the family 
Tyrannidae, where some have placed them. 

In the family Cracticidae, recognized by Australian ornithologists, 
the skull, according to Pycraft (1907, pp. 355-365), mainly from 
examination of Gymnorhina, has the zygomatic process of the 
squamosal bifurcate, the postorbital process large, the orbitosphenoid 
ossified, the interorbital septum with a single opening, the prefrontals 
unusually large, and the form of the palate peculiar. In his phylo- 
genetic tree Pycraft places the group on a common stem with the 
Artamidae, and not far from the Paradisaeidae. His account is diffi- 
cult to summarize in concrete form. 

The family Grallinidae is likewise recognized officially by Austra- 
lian ornithologists for Grallina cyanoleuca, the magpie-lark. The 
principal study of the osteology is that of Shufeldt (1923, pp. 16-19, 
pl. 6) but his account is mainly descriptive and without definite con- 
clusion. Amadon (1950, pp. 123-127) has placed Corcorax and 
Struthidea here tentatively, though this seems subject to further proof. 

Stonor (1937, pp. 475-490) has outlined excellent reasons for recog- 
nition of the Ptilonorhynchidae, finding that they differ from Para- 
disaeidae, with which they have been united, in having an apterium 
in the center of the dorsal feather tract, the tip of the vomer convex, 
larger, more developed maxillo-palatines, the margin of the palatines 
angular, smaller ectethmoid, much larger lachrymal, and _ slender, 
greatly elongated orbital ramus of the quadrate. The genera Loria 
and Loboparadisea, usually included here, he transfers to the Para- 
disaeidae. His conclusion is that “the Ptilonorhynchidae constitute 


18 SMITHSONIAN MISCELLANEOUS COLLECTIONS VOL. 139 


a singularly complete and isolated family of the acromyodian passerine 
birds and show no special relationship to any other, being sharply 
marked off by the structure of the skull, the colour-pattern, and the 
bower-building habit.” (It should be noted that the names on Stonor’s 
figs. 6 and 8 have been transposed, fig. 6 being Semioptera wallacei, 
and fig. 8 Amblyornis subalaris, not the reverse as printed on pp. 481 
and 483.) 

Oberholser (1917, pp. 537-539) has set up a distinct family Irenidae 
for the fairy bluebirds (Jrena), and Delacour (1946b, p. 3) a family 
Aegithinidae for the leafbirds, which would cover Irena, Aegithina, 
and Chloropsis. 

The proper allocation of the genus Chamaea for the wrentits, at 
present accepted by the A. O. U. Committee on Classification and No- 
menclature as a separate family, the Chamaeidae, is one of consider- 
able uncertainty. Delacour (1946a, pp. 18, 25, 35) has suggested 
that the group be located in the family Timaliidae in a special sub- 
family in which he includes also such diverse genera as Chrysomma 
(Moupinia), Panurus, Conostoma, and Paradoxornis (combining un- 
der this name Suthora, Psittiparus, Neosuthora, and Cholornis). This 
is an obviously heterogeneous assemblance, in which Chamaea has 
slight resemblances to the first only. From Moupinia poecilotis 
(placed in Chrysomma by Delacour) the wrentit differs definitely in 
weaker, less arched bill and in differently proportioned feet. It has 
no close similarity to any of the others that are mentioned. Although 
the relationships of Chamaea are obviously uncertain, it is retained 
as a family pending other information. 

In consultation with Herbert Deignan, expert in matters that relate 
to the birds of eastern Asia, the Campephagidae have been placed 
near the Pycnonotidae, an arrangement that agrees with that adopted 
by Charles Vaurie in his recent volume on the palearctic region (1959, 
p. 181), and the Paradoxornithidae are brought nearer the Timeliidae. 

The fossil family Palaeoscinidae, proposed by Hildegarde Howard 
(1957b, p. 15) for the species Palaeoscinis turdirostris, has been in- 
serted provisionally near the Pycnonotidae. The specimen on which 
this name is based is a skeleton found in Santa Barbara County, Calif., 
compressed in a slab of Miocene limestone of the Monterey forma- 
tion. The type, in which most of the bones are outlined, is one of those 
attractive silhouette impressions that delight the eye but that often 
pose difficulties in classification through lack of clear-cut characters 
on which to judge relationship. In the present instance Dr. Howard 
has concluded that “affinities of the Palaeoscinidae lie with the 
Pycnonotidae, Bombycillidae, Corvidae and Cinclidae” of the suborder 


NO. II CLASSIFICATION, BIRDS OF THE WORLD—WETMORE 19 


Passeres. Affinity with the Bombycillidae may be queried, as the fossil 
differs from Bombycilla in the proportions found in the hind limb, 
where both metatarsus and femur are longer in comparison with the 
tibiotarsus, and the toes appear longer, as well as of different propor- 
tion. The corvid affiliation also seems uncertain because of the slender 
form of Palaeoscints, since the skeleton of the crows and their relatives 
is strong and robust. 

Separation of the two genera of leafbirds, Aegithina and Chloropsis, 
in a family distinct from the Pycnonotidae is justified on the basis of 
characters found in the skull. The entire palatal structure is slighter 
than in Pycnonotus and allied genera, with the central plate of the 
palatine reduced in area, and the transpalatine produced posteriorly. 
The sphenoidal rostrum is slender, as is the orbital process of the 
quadrate. In Pycnonotus the palatine is broad, the transpalatine proc- 
ess distally is only slightly angular without posterior projection, and 
both the rostrum and the orbital process of the quadrate are strong 
and heavy. Herbert Deignan informs me that the group, recognized 
by several authors, seems to have been first separated by Cabanis 
(1847, p. 326), who designated it as the subfamily “Phyllornithinae” 
based on Phyllornis Temminck, 1829. This generic term is antedated 
by Chloropsis Jardine and Selby, 1826, so the family name based on 
this genus will be Chloropseidae, rather than Aegithinidae which dates 
from G. R. Gray in 1869 (p. 312). 

The fairy bluebirds, genus Jrena, often have been placed with the 
leafbirds but have no close connection with that group. The main 
external peculiarity of Jrena is found in the smooth, enamel-like tip- 
ping found in adult males on the feathers of the central dorsal area 
from the center of the crown back over hindneck, back, rump, and 
upper tail coverts, and on the elongated under tail coverts. As this 
is a secondary sexual character, not present in females, it has no value 
at the family level. In the osteology, the skull differs from Chloropsis 
and Aegithina in the completely open external narial opening, the 
ossification of the vertical plate between the nares, the more inflated 
lachrymal, and the more elongate maxillo-palatines. In the sternum 
the depth of the notch on either side of the posterior margin relatively 
is decidedly less, and in the pelvis the antitrochanter has the dorsal 
margin much produced laterally. The general resemblance in these 
matters is to species of the genus Oriolus. It may be observed further 
that the feathers of breast and back in the aberrant species Oriolus 
traillii and O. mellianus have smooth exposed ends that suggest the 
condition found in male Jrena. In view of these resemblances, and in 
lack of important differences, it seems sufficient to include the fairy 


20 SMITHSONIAN MISCELLANEOUS COLLECTIONS VOL. 139 


bluebirds in the family Oriolidae, as the subfamily Ireninae, which 
incidentally dates from G. R. Gray (1869, p. 288) and not from the 
name Irenidae set up later by Oberholser (1917, pp. 537-539). 

Suggestions for the union of the Bombycillidae, Ptilogonatidae, 
and the Dulidae in one family are not substantiated by examination of 
the skeleton. Dulus, the palmchat, is widely different from the other 
two, a structural distinction that is further emphasized by its curious 
communal nesting habits. The first two seem more closely related but 
are separated clearly by characters found in the ectethmoid region 
of the skull, and in the manubrium, to mention only two points that 
are easily apparent. Delacour and Amadon (1949, pp. 427-429) con- 
sider Hypocolius closely allied to Ptilogonys. 

While Zimmer (1942, p. 10) believed that the family Vireolaniidae 
should be included in the Vireonidae, separate family rank in my 
opinion is definitely justified. In addition to characters assigned by 
Pycraft (1907, pp. 378-379) for the shrike-vireos I have found that in 
the pterylosis the dorsal tract on the lower back is divided, the arms 
being broad at the ends, and separated from the narrowed line that 
continues onto the caudal area. This is completely different from the 
usual rhomboid in the vireos, and may indicate that the family eventu- 
ally should be removed from the vicinity of the Vireonidae. 

The family characters of the peppershrikes, likewise outlined by 
Pycraft in the reference given above, are easily apparent on examina- 
tion of the skeleton. 

The family Callaeidae has been separated by Stonor (1942, pp. 
1-18) on the weakened keel of the sternum, the great development of 
the lower limb coupled with reduced powers of flight, and the presence 
of a mouth wattle, for three peculiar genera, Callaeus, Heterolocha, 
and Philesturnus of New Zealand. 

Continuing discussion relative to the group of families to be placed 
in elevated position at the end of the list has led to publication of 
several useful studies and interesting statements. Beecher (1953, pp. 
270-333) from examination of the musculature of the jaw, aided 
by other anatomical features, has proposed two major divisions of the 
suborder of the song birds, within which he has diagramed radiating 
lines of family and subfamily relationship. While he shows a variety 
of connections that in many cases vary widely from ideas current at 
present, he places the crow group in the assemblage with simpler 
muscle development in the area of the jaw, in contrast to those of 
higher status with a more complicated arrangement. 

Tordoff (1954a, 1954b) in a study of the skull, particularly the 
palatal structure, of species allied to the Fringillidae, has proposed the 


NO. II CLASSIFICATION, BIRDS OF THE WORLD—WETMORE 2I 


union of part of the honeycreepers and the wood warblers in one 
family, the tanagers, with part of the coerebine assemblage with some 
of the fringillids in the Fringillidae, and removal of the cardueline 
finches to the Ploceidae, placing that family at the end of his list. His 
detailed studies afford much valuable information. I agree with him 
that shifting of certain genera to families in which they are not classi- 
fied at present will lead to better alignment, but I am not prepared 
from present information to completely dismember the Coerebidae 
without further study. Coereba, for example, has a stomach peculiar 
in its small size; Diglossa differs in the form of the bill, in which 
the gonys is extended posteriorly behind the level of the nostril, so 
that it differs from all other oscinine species, to cite only two easily 
seen characters. 

Mayr and Greenway (1956, pp. 2-5, 8-9) discuss problems of 
sequence in some detail and cite the approval of a committee appointed 
at the International Ornithological Congress held in Basel in 1954 to 
allocation of the Corvidae at the higher end of the list, as has been 
long customary among most ornithologists of Europe. In further 
consideration of these matters, I published a note on the humerus of 
the Corvidae (Wetmore, 1957, pp. 207-209), which called attention 
particularly to the proximal end of the bone, where the pneumatic 
fossa in Corvus, for example, has a form not only generally similar to 
that of the New World flycatchers and their allies, which are recog- 
nized as low down in the linear classification, but also to the wood- 
peckers, the Coraciiformes, and the trogons. There is transition 
from this simpler form to the style found in such groups as the 
Icteridae, Thraupidae, and Fringillidae, where the fossa is enlarged, 
and is more complex, as it is partly divided by a bladelike process pro- 
jecting from the internal tuberosity. (In the paper cited I neglected 
to refer to an earlier study by James T. Ashley [1941] on the humerus 
of the Corvidae, which outlined the same differences, and on which 
Ashley considered the crow group to have more primitive status. ) 

Amadon (1957) recently has outlined the three major groups of 
oscinine families, with the conclusion that the one most highly ad- 
vanced includes the 9-primaried New World groups, while the section 
containing the crows is placed low at the beginning. There is general 
agreement with this in the classification outlined by Delacour and 
Vaurie (1957). 

Storer (1959) in a clearly stated summary of these recent contri- 
butions, in which he includes a more recent statement by Mayr (1958), 
writes that in a classification for a text on the biology of birds now in 
preparation he has placed the 9-primaried groups in the highest place, 


22 SMITHSONIAN MISCELLANEOUS COLLECTIONS VOL. 139 


and indicates that this is the procedure that is gaining in acceptance 
in parts of the world other than America. 

The former family Melithreptidae becomes the family Melipha- 
gidae, since the name of the type genus is now accepted as Meliphaga 
Lewin, 1808. 

In a similar way the family Compsothlypidae for the wood warblers 
becomes the family Parulidae, since the former Compsothlypis 
Cabanis, 1851, is replaced by the older Parula Bonaparte, described 
in 1838. 

The order of arrangement in the Passeriformes as said above is in 
part necessarily arbitrary, through the easily perceptible and often- 
remarked fact that we are required to list the groups in linear order in 
a two-dimensional alignment when actually they stand in three-dimen- 
sional relationship to one another. A further element that may be re- 
garded almost as a fourth dimension is found in some of the extinct 
groups known only as fossils that have no close relatives alive today. 
The sequence in the following pages is the one that best represents my 
present understanding, based on personal studies over a period of 
more than 50 years. I continue to place the Fringillidae at the end of 
the list, because of my feeling that this group is the modern expres- 
sion of a main core or stem that through the earlier Tertiary periods 
has given rise to more specialized assemblages that we now recognize 
as distinct families. Further specialization is apparent in some parts 
of the existing fringilline assemblage that, if undisturbed, may lead 
to further differentiation, should these variants be able to persist for 
the necessary millenniums in our rapidly changing world. Adjacent 
to the Fringillidae I place the other groups that obviously are closely 
allied to them. Attempts to arrange the avian families with the Cor- 
vidae and their allies in the terminal position, because of supposed 
more advanced development of the brain, appear to me quite uncertain, 
particularly in view of our decidedly limited information in this field. 
Should this idea be coupled with belief in superior mental reactions 
in the corvine assemblage, I would consider this more an anthropo- 
morphic interpretation than one supported by scientific fact. 

In the formation of group names the suffixes -idae and -inae for 
families and subfamilies are accepted rather universally so that they 
do not require examination. In view of the limited number of species 
covered in ornithology I see no point in the introduction of tribes as 
another category between the subfamily and the genus. This may be 
useful to entomologists with their tens of thousands of species but 
seems unnecessary and cumbersome with birds. In some of the more 
comprehensive avian genera there are groups of species more closely 


NO. II CLASSIFICATION, BIRDS OF THE WORLD—WETMORE 23 


allied to one another than to their fellows, but the taxonomist may 
discuss these at need as groups without imposing another burden on 
a classification that now is highly divided. For the group names above 
the family level, I believe it preferable to use suffixes that allow im- 
mediate identification of the rank, coupled with a stem that, like the 
family name, is based on a current generic term. Where ordinal and 
subordinal names are both formed as Latin plurals there is possibility 
of confusion. 


SYSTEMATIC LIST 
Fossil groups in brackets 


Class Aves, Birds. 
[Subclass Archaeornithes, Ancestral Birds (fossil). ] 
[Order Archaeopterygiformes, Archaeopteryx, Archaeornis 
(fossil) .] 
[Family Archaeopterygidae, Archaeopteryx, Archaeor- 
mis (fossil).] 
Subclass Neornithes, True Birds. 
[Superorder Odontognathae, New World Toothed Birds (fos- 
sil).] 
[Order Hesperornithiformes, Hesperornithes (fossil).] 
[Family Hesperornithidae, Hesperornis (fossil) .] 
[Enaliornithidae,! Enaliornis (fossil) .] 
[Baptornithidae, Baptornis (fossil).] 
[Superorder Ichthyornithes, Ichthyornis and Allies (fossil).] 
[Order Ichthyornithiformes, Ichthyornithes (fossil). ] 
[Family Ichthyornithidae, Ichthyornis (fossil).] 
[Apatornithidae, Apatornis (fossil).] 
Superorder Impennes, Penguins. 
Order Sphenisciformes, Penguins. 
Family Spheniscidae, Penguins. 
Superorder Neognathae, Typical Birds. 
Order Struthioniformes, Ostriches. 
[Family Eleutherornithidae, Eleutherornis (fossil).] 
Struthionidae, Ostriches. 
Order Rheiformes, Rheas. 
Family Rheidae, Rheas. 
Order Casuariiformes, Cassowaries, Emus. 
Family Casuariidae, Cassowaries. 
Dromiceidae, Emus. 
[ Dromornithidae, Dromornis (fossil).] 





1 Position provisional. 


24 SMITHSONIAN MISCELLANEOUS COLLECTIONS VOL. 139 


[Order Aepyornithiformes, Elephantbirds (fossil and sub- 
fossil) .] 
[Family Aepyornithidae, Aepyornis (fossil and sub- 
fossil).] 
[Order Dinornithiformes, Moas (fossil and subfossil).] 
[Family Dinornithidae, Dinormis (fossil and subfos- 
sil).] 
[ Anomalopterygidae, Anomalopteryx, Emeus, 
and Allies (fossil and subfossil).] 
Order Apterygiformes, Kiwis. 
Family Apterygidae, Kiwis. 
Order Tinamiformes, Tinamous. 
Family Tinamidae, Tinamous. 
Order Gaviiformes, Loons. 
Family Gaviidae, Loons. 
Order Podicipediformes, Grebes. 
Family Podicipedidae, Grebes. 
Order Procellariiformes, Albatrosses, Shearwaters, Petrels, 
and Allies. 
Family Diomedeidae, Albatrosses. 
Procellariidae, Shearwaters, Fulmars. 
Hydrobatidae, Storm Petrels. 
Pelecanoididae, Diving Petrels. 
Order Pelecaniformes, Tropicbirds, Pelicans, Frigate-birds, 
and Allies. 
[Suborder Odontopteryges, Odontopteryx, and Allies (fos- 
sil).] 
[Family Odontopterygidae, Odontopteryx (fossil).] 
| Pseudodontornithidae, Pseudodontornis, Os- 
teodontornis (fossil) .] 
Suborder Phaethontes, Tropicbirds. 
Family Phaéthontidae, Tropicbirds. 
Suborder Pelecani, Pelicans, Boobies, Cormorants, Snake- 
birds. 
Superfamily Pelecanoidea, Pelicans and Allies. 
Family Pelecanidae, Pelicans. 
[Cyphornithidae, Cyphornis, Palaeochendides 
(fossil) .] 
Superfamily Suloidea, Boobies, Cormorants, and Allies. 
Family [Pelagornithidae, Pelagornis (fossil).] 
Sulidae, Boobies, Gannets. 


NO. II CLASSIFICATION, BIRDS OF THE WORLD—WETMORE 25 


[Elopterygidae, Elopteryx, Eostega, Actiornis 
(fossil) .] 
Phalacrocoracidae, Cormorants. 
Anhingidae, Snake-birds. 
Suborder Fregatae, Frigate-birds. 
Family Fregatidae, Frigate-birds. 
[Suborder Cladornithes, Cladornis and Cruschedula (fos- 
sil) .] 
[Family Cladornithidae, Cladornis, Cruschedula (fos- 
sil).] 
Order Ciconiiformes, Herons, Storks, and Allies. 
Suborder Ardeae, Herons, Bitterns. 
Family Ardeidae, Herons, Bitterns. 
Cochleariidae, Boatbilled Herons. 
Suborder Balaenicipites, Whale-headed Storks. 
Family Balaenicipitidae, Whale-headed Storks. 
Suborder Ciconiae, Storks, Ibises, Spoonbills. 
Superfamily Scopoidea, Hammerheads. 
Family Scopidae, Hammerheads. 
Superfamily Ciconioidea, Storks. 
Family Ciconiidae, Storks, Jabirus. 
Superfamily Threskiornithoidea, Ibises. 
Family Threskiornithidae, Ibises, Spoonbills. 
Suborder Phoenicopteri, Flamingos. 
[Family Agnopteridae, Agnopterus (fossil).] 
[Scaniornithidae, Scaniornis, Parascaniornis 
(fossil).] 
Phoenicopteridae, Flamingos. 
[Palaelodidae, Palaelodus, Megapaloelodus, 
Telmabates (fossil).] 
Order Anseriformes, Screamers, Ducks, Geese, Swans. 
Suborder Anhimae, Screamers. 
Family Anhimidae, Screamers. 
Suborder Anseres, Ducks, Geese, Swans. 
[Family Paranyrocidae, Paranyroca (fossil).] 
Anatidae, Ducks, Geese, Swans. 
Order Falconiformes, Vultures, Hawks, Falcons. 
Suborder Cathartae, New World Vultures. 
[Superfamily Neocathartoidea, Neocathartes (fossil).] 
[Family Neocathartidae, Neocathartes (fossil). ] 


26 SMITHSONIAN MISCELLANEOUS COLLECTIONS VOL. 139 


Superfamily Cathartoidea, New World Vultures. 
Family Cathartidae, New World Vultures. 
[Teratornithidae, Teratornis, Cathartornis (fos- 
sil).] 
Suborder Falcones, Secretarybirds, Hawks, Falcons. 
Superfamily Sagittarioidea, Secretarybirds. 
Family Sagittariidae, Secretarybirds. 
Superfamily Falconoidea, Hawks, Falcons, and Allies. 
Family Accipitridae, Hawks, Old World Vultures, 
Harriers. 
Pandionidae, Ospreys. 
Falconidae, Falcons, Caracaras. 
Order Galliformes, Megapodes, Curassows, Pheasants, Hoat- 
zins. 
Suborder Galli, Megapodes, Curassows, Grouse, Pheasants. 
Superfamily Cracoidea, Megapodes, Curassows. 
Family Megapodiidae, Megapodes. 
[Gallinuloididae, Gallinuloides (fossil).] 
Cracidae, Curassows, Guans, Chachalacas. 
Superfamily Phasianoidea, Grouse, Pheasants, Turkeys. 
Family Tetraonidae, Grouse. 
Phasianidae, Quails, Pheasants, Peacocks. 
Numididae, Guineafowl. 
Meleagrididae, Turkeys. 
Suborder Opisthocomi, Hoatzins. 
Family Opisthocomidae, Hoatzins. 
Order Gruiformes, Cranes, Rails, and Allies. 
Suborder Mesitornithides, Roatelos, Monias. 
Family Mesitornithidae, Roatelos, Monias. 
Suborder Turnices, Bustardquails, Hemipodes. 
Family Turnicidae, Bustardquails. 
Pedionomidae, Plainwanderers. 
Suborder Grues, Cranes, Limpkins, Trumpeters, Rails. 
Superfamily Gruoidea, Cranes, Limpkins, Trumpeters. 
[Family Geranoididae, Geranoides (fossil).] 
[Eogruidae, Eogrus (fossil).] 
Gruidae, Cranes. 
Aramidae, Limpkins. 
Psophiidae, Trumpeters. 


NO. II CLASSIFICATION, BIRDS OF THE WORLD—WETMORE 27 


Superfamily Ralloidea, Rails. 
[Family Orthocnemidae,? Orthocnemus, Elaphrocne- 
mus (fossil). ] 
Rallidae, Rails, Coots, Gallinules. 
Suborder Heliornithes, Sungrebes. 
Family Heliornithidae, Sungrebes. 
Suborder Rhynocheti, Kagus. 
Family Rhynochetidae, Kagus. 
Suborder Eurypygae, Sunbitterns. 
Family Eurypygidae, Sunbitterns. 
Suborder Cariamae, Seriemas and Allies. 
[Superfamily Phororhacoidea, Phororhacos and Allies 


(fossil).] 
[Family Phororhacidae, Phororhacos and Allies (fos- 
sil).] 
[Psilopteridae, Psilopterus and Allies (fos- 
sil).] 


[Brontornithidae, Brontornis, Liornis, and 
Allies (fossil).] 
[ Opisthodactylidae, Opisthodactylus (fossil) .] 
[Cunampaiidae, Cunampaia (fossil).] 
Superfamily Cariamoidea, Seriemas and Allies. 
[Family Bathornithidae, Bathornis (fossil).] 
[Hermosiornithidae, Hermosiornis, Procari- 
ama (fossil).] 
Cariamidae, Seriemas. 
Suborder Otides, Bustards. 
Family Otididae, Bustards. 
[Order Diatrymiformes, Diatryma, Omorhamphus, and Allies 
(fossil).] 
[Family Diatrymidae, Diatryma (fossil).] 
[Gastornithidae, Gastornis, Remiornis (fos- 
sil).] 
Order Charadriiformes, Shore Birds, Gulls, Auks. 
Suborder Charadrii, Shore Birds. 
Superfamily Jacanoidea, Jacanas. 
Family Jacanidae, Jacanas. 
Superfamily Charadrioidea, Plovers, Sandpipers, and Al- 
lies. 


2 Position provisional. 


28 SMITHSONIAN MISCELLANEOUS COLLECTIONS VOL. 139 


[Family Rhegminornithidae, Rhegminornis (fossil).] 
Rostratulidae, Painted Snipe. 
Haematopodidae, Oystercatchers. 
Charadriidae, Plovers, Turnstones, Surfbirds. 
Scolopacidae, Snipe, Woodcock, Sandpipers. 
Recurvirostridae, Avocets, Stilts. 

[| Presbyornithidae, Presbyornis (fossil).] 
Phalaropodidae, Phalaropes. 
Superfamily Dromadoidea, Crabplovers. 
Family Dromadidae, Crabplovers. 
Superfamily Burhinoidea, Thick-knees. 

Family Burhinidae, Thick-knees. 

Superfamily Glareoloidea, Pratincoles, Coursers. 

Family Glareolidae, Pratincoles, Coursers. 

Superfamily Thinocoroidea, Seedsnipe. 
Family Thinocoridae, Seedsnipe. 
Superfamily Chionidoidea, Sheathbills. 

Family Chionididae, Sheathbills. 

Suborder Lari, Gulls, Terns, Skimmers. 
Family Stercorariidae, Skuas, Jaegers. 
Laridae, Gulls, Terns. 
Rynchopidae, Skimmers. 
Suborder Alcae, Auks. 
Family Alcidae, Auks, Auklets, Murres. 
Order Columbiformes, Sandgrouse, Pigeons, Doves. 
Suborder Pterocletes, Sandgrouse. 
Family Pteroclidae, Sandgrouse. 
Suborder Columbae, Pigeons, Doves. 
Family Raphidae, Dodos, Solitaires. 
Columbidae, Pigeons, Doves. 
Order Psittaciformes, Lories, Parrots, Macaws. 
Family Psittacidae, Lories, Parrots, Macaws. 
Order Cuculiformes, Plantain-eaters, Cuckoos. 
Suborder Musophagi, Plantain-eaters. 
Family Musophagidae, Plantain-eaters, Touracos. 
Suborder Cuculi, Cuckoos, Roadrunners, Anis. 
Family Cuculidae, Cuckoos, Roadrunners, Anis. 
Order Strigiformes, Owls. 

[Family Protostrigidae, Protostrix (fossil).] 
Tytonidae, Barn Owls. 

Strigidae, Typical Owls. 


NO. II CLASSIFICATION, BIRDS OF THE WORLD—WETMORE 29 


Order Caprimulgiformes, Oilbirds, Goatsuckers. 
Suborder Steatornithes, Oilbirds, 
Family Steatornithidae, Oilbirds. 
Suborder Caprimulgi, Frogmouths, Goatsuckers. 

Family Podargidae, Frogmouths. 

Nyctibiidae, Potoos. 
Aegothelidae, Owlet-frogmouths. 
Caprimulgidae, Goatsuckers, 
Order Apodiformes, Swifts, Hummingbirds. 
Suborder Apodi, Swifts. 

[Family Aegialornithidae,? Aegialornis (fossil).] 
Apodidae, Swifts. 
Hemiprocnidae, Crested Swifts. 

Suborder Trochili, Hummingbirds. 

Family Trochilidae, Hummingbirds. 

Order Coliiformes, Colies. 
Family Coliidae, Colies. 
Order Trogoniformes, Trogons. 
Family Trogonidae, Trogons. 
Order Coraciiformes, Kingfishers, Bee-eaters, Rollers, Horn- 
bills. 
Suborder Alcedines, Kingfishers, Todies, Motmots. 
Superfamily Alcedinoidea, Kingfishers. 
Family Alcedinidae, Kingfishers. 
Superfamily Todoidea, Todies. 
Family Todidae, Todies. 
Superfamily Momotoidea, Motmots. 
Family Momotidae, Motmots. 
Suborder Meropes, Bee-eaters. 
Family Meropidae, Bee-eaters. 
Suborder Coracii, Rollers, Hoopoes. 

Family Coraciidae, Rollers. 
Brachypteraciidae, Groundrollers. 
Leptosomatidae, Cuckoo-rollers. 
Upupidae, Hoopoes. 

Phoeniculidae, Woodhoopoes. 
Suborder Bucerotes, Hornbills. 
Family Bucerotidae, Hornbills. 


3 Position provisional. 


30 SMITHSONIAN MISCELLANEOUS COLLECTIONS VOL. 139 


Order Piciformes, Jacamars, Barbets, Toucans, Woodpeckers. 
Suborder Galbulae, Jacamars, Barbets, Toucans. 
Superfamily Galbuloidea, Jacamars, Puffbirds. 
Family Galbulidae, Jacamars. 
Bucconidae, Puffbirds. 
Superfamily Capitonoidea, Barbets, Honeyguides. 
Family Capitonidae, Barbets. 
Indicatoridae, Honeyguides. 
Superfamily Ramphastoidea, Toucans. 
Family Ramphastidae, Toucans. 
Suborder Pici, Woodpeckers. 
Family Picidae, Woodpeckers, Piculets. 
Order Passeriformes, Perching Birds. 
Suborder Eurylaimi, Broadbills. 
Family Eurylaimidae, Broadbills. 
Suborder Tyranni, Ovenbirds, Tyrant Flycatchers, and Al- 
lies 
Superfamily Furnarioidea, Ovenbirds, Woodhewers, and 
Allies. 
Family Dendrocolaptidae, Woodhewers. 
Furnariidae, Ovenbirds. 
Formicariidae, Ant-thrushes. 
Conopophagidae, Antpipits. 
Rhinocryptidae, Tapaculos. 
Superfamily Tyrannoidea, Tyrant Flycatchers, Pittas, and 
Allies. 
Family Cotingidae, Cotingas. 
Pipridae, Manakins. 
Tyrannidae, Tyrant Flycatchers, 
Oxyruncidae, Sharpbills. 
Phytotomidae, Plantcutters. 
Pittidae, Pittas. 
Acanthisittidae, New Zealand Wrens. 
Philepittidae, Asities, False Sunbirds. 
Suborder Menurae, Lyrebirds. 
Family Menuridae, Lyrebirds. 
Atrichornithidae, Scrubbirds. 
Suborder Passeres, Songbirds. 
Family Alaudidae, Larks. 
[ Palaeospizidae, Palaeospiza (fossil) .] 
Hirundinidae, Swallows. 
Dicruridae, Drongos. 


No. II 


CLASSIFICATION, BIRDS OF THE WORLD—WETMORE 31 


Oriolidae, Old World Orioles. 

Corvidae, Crows, Magpies, Jays. 

Cracticidae, Bell Magpies, Australian Butcher- 
birds, 

Grallinidae, Magpie-larks. 

Ptilonorhynchidae, Bowerbirds. 

Paradisaeidae, Birds of Paradise. 

Paridae, Titmice. 

Sittidae, Nuthatches. 

Hyposittidae, Coralbilled Nuthatches. 

Certhiidae, Creepers. 

Paradoxornithidae, Parrotbills, Suthoras. 

Chamaeidae, Wrentits. 

Timaliidae, Babblers. 

Campephagidae, Cuckoo-shrikes. 

Pycnonotidae, Bulbuls. 

[Palaeoscinidae,* Palaeoscinis (fossil).] 

Chloropseidae, Leafbirds. 

Cinclidae, Dippers. 

Troglodytidae, Wrens. 

Mimidae, Thrashers, Mockingbirds. 

Turdidae, Thrushes. 

Zeledoniidae, Wrenthrushes. 

Sylviidae, Old World Warblers. 

Regulidae, Kinglets. 

Muscicapidae, Old World Flycatchers. 

Prunellidae, Accentors. 

Motacillidae, Wagtails, Pipits. 

Bombycillidae, Waxwings. 

Ptilogonatidae, Silky Flycatchers. 

Dulidae, Palmchats. 

Artamidae, Woodswallows. 

Vangidae, Vanga Shrikes. 

Laniidae, Shrikes. 

Prionopidae, Woodshrikes. 

Cyclarhidae, Peppershrikes. 

Vireolaniidae, Shrike-vireos. 

Callaeidae, Wattled Crows, Huias, Saddlebacks. 

Sturnidae, Starlings. 

Meliphagidae, Honey-eaters. 


4 Allocation to this position is tentative. 


32 SMITHSONIAN MISCELLANEOUS COLLECTIONS VOL. 139 


Nectariniidae, Sunbirds. 

Dicaeidae, Flowerpeckers. 

Zosteropidae, White-eyes. 

Vireonidae, Vireos. 

Coerebidae, Honeycreepers. 

Drepanididae, Hawaiian Honeycreepers. 

Parulidae, Wood Warblers. 

Ploceidae, Weaverbirds. 

Icteridae, Blackbirds, Troupials. 

Tersinidae, Swallowtanagers. 

Thraupidae, Tanagers. 

Catamblyrhynchidae, Plushcapped Finches. 

Fringillidae, Grosbeaks, Finches, Buntings. 
December 31, 1959. 


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