Volume 155, Issue 3 pp. 544-560
Original article
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Interrelationships of the Threskiornithidae and the phylogenetic position of the Miocene ibis ‘Plegadispaganus from the Saint-Gérand-le-Puy area in central France

Vanesa L. De Pietri

Corresponding Author

Vanesa L. De Pietri

Natural History Museum Basel, Basel, Switzerland

*Email: [email protected]Search for more papers by this author
First published: 18 June 2013
Citations: 12

Abstract

The fossil ibis Plegadis paganus is known from the Early Miocene of the Saint-Gérand-le-Puy area, France. It was first described in the 19th century by Milne-Edwards (1867–1868), who noticed similarities with members of the extant genera Eudocimus and Plegadis, a view endorsed by subsequent descriptions. The fossil's present placement within the genus Plegadis is not supported by synapomorphic features, and important differences with members of this genus have been noted in the past. The present analysis demonstrates that retention of Ppaganus in the extant genus Plegadis is no longer justified, and it is therefore referred to the new genus Gerandibis. A phylogenetic analysis of 55 osteological characters supports placement of Gerandibis pagana in a clade together with Neotropical taxa. This analysis also allowed for an evaluation of the relationships among extant threskiornithids. Contrary to results obtained in molecular-based phylogenies, the present analysis supports a basal divergence of crown group Threskiornithidae into a clade comprising Threskiornis and Platalea and a clade comprising all other ibises. Within the latter, two clades, one made up of Old World taxa and the other consisting predominantly of New World taxa, were recovered.

The Threskiornithidae (ibises and spoonbills) are a family of wading and terrestrial birds that are found on all continents except Antarctica, with the highest species diversity occurring in the tropics and subtropics. Thirteen genera and 32 species are recognized (Matheu & del Hoyo 1992). Based on the morphology of the bill, the Threskiornithidae have traditionally been subdivided into two subfamilies, the Threskiornithinae (ibises) and the Plataleinae (spoonbills). This view has been challenged by molecular phylogenetic studies which, in agreement with results obtained from DNA–DNA hybridization data (Sibley & Ahlquist 1990), have found the Threskiornithinae to be paraphyletic, with spoonbills recovered as nested within the other ibis genera (Chesser et al. 2010). Thus, a subdivision of the family into Threskiornithinae and Plataleinae appears not to be warranted, and a deep divergence within extant Threskiornithidae between New World (e.g. Eudocimus, Theristicus) and Old World (e.g. Geronticus, Threskiornis, Platalea) genera has been suggested (Sibley & Ahlquist 1990, Chesser et al. 2010). To date, few cladistic studies have focused on the systematic relationships within the Threskiornithidae.

The Palaeogene fossil record of the Threskiornithidae has been discussed in detail by Mayr (2009). The earliest known representatives of the family are members of the genus Rhynchaeites, stem threskiornithids with a record dating to the Early and Middle Eocene of Denmark and Germany, respectively (Peters 1983, Mayr 2002a, Mayr & Bertelli 2011). Further Palaeogene specimens referred to this family include a humerus from the Late Eocene of England assigned to Actiornis anglicus Lydekker 1891 (Harrison and Walker 1976, Mayr 2009), a small tibiotarsus from the late Middle Eocene of Myanmar (Stidham et al. 2005), and a tibiotarsus and ulna from the Late Eocene of China (Hou 1982). For most of these specimens, an unambiguous referral to the Threskiornithidae has not been possible (Stidham et al. 2005, Mayr 2009). A reported stem ibis from the Early Eocene of the Green River Formation, Wyoming, was recently described by Smith et al. (2013), and represents the earliest record of a putative ibis from North America. The most complete (albeit badly preserved) skeleton of a threskiornithid from the Early Oligocene of Céreste, France, was described by Roux (2002).

The Miocene fossil record of threskiornithids in Europe is restricted to two species (Mlíkovský 2002), ‘Ibispagana (Milne-Edwards 1868) from the Early Miocene of the Saint-Gérand-le-Puy area, and Geronticus perplexus (Milne-Edwards 1868), from the Middle Miocene of Sansan, France. The latter fossil was first described by Milne-Edwards (1868) as Ardea perplexa, based on a distal fragment of a humerus. It was later recognized as an ibis (Cheneval 2000) and placed in the extant genus Geronticus, although a justified genus-level referral may not be possible from the available material. Fragmentary remains of ibises have also been reported from the Middle Miocene of Africa (Dyke & Walker 2008).

The Early Miocene (c. 23–20.5 Ma) ibis I. pagana from the Saint-Gérand-le-Puy area was first described by Milne-Edwards (1868) on the basis of several postcranial elements and a partial skull. As noted by Olson (1981), the generic name Ibis Lacépède 1799, used to refer to some species of storks of the genus Mycteria (Ciconiidae), led Brodkorb (1963) to list I. pagana as Eudocimus paganus in his Catalogue of Fossil Birds, a genus under which it had already been listed by Sharpe (1899). Olson (1981) recognized postcranial similarities between Ipagana and the extant genus Plegadis, albeit only based on a distal tarsometatarsus, and thus referred the fossil ibis to this genus. The most recent comprehensive revision of the Plegadis paganus fossil material was undertaken by Cheneval (1984) who, despite noticing several osteological differences from members of the genus Plegadis, retained Olson's generic nomenclature. Harrison (1986) suggested that based on humeral characters, P. paganus should be referred to the Eocene genus Actiornis (Harrison and Walker 1976), but this referral was not formally established.

This paper represents the first osteological phylogeny aimed at clarifying the relationships within the Threskiornithidae. The analysis was primarily conceived to determine how the Early Miocene ibis Ppaganus relates to extant ibises, and to assess what biogeographical implications result from the obtained phylogeny. Additionally, a taxonomic review and a brief description of skeletal elements of Ppaganus in comparison with a representative sample of extant threskiornithids are presented.

Methods

Anatomical terminology follows Baumel and Witmer (1993). The fossil specimens described herein are deposited at the Départment des Sciences de la Terre, Université Claude Bernard, Lyon I, Villeurbanne, France (FSL), Muséum National d'Histoire Naturelle, Paris, France (MNHN), and Naturhistorisches Museum Basel, Switzerland (NMB). This assessment is based primarily on the fossil material housed in NMB, with the exception of the previously unknown, almost complete skull from MNHN (MNHN SG. 10043). The postcranial skeleton of Ppaganus has been comprehensively described by Milne-Edwards (1868) and Cheneval (1984). For this reason, I focus on previously unrecognized features and on several of the characters used in the phylogenetic analysis.

Comparisons were made with skeletons of the following extant taxa in the collections of NMB and Forschungsinstitut Senckenberg Frankfurt am Main, Germany (SMF). Numbers in parentheses indicate the number of individuals examined: Olive Ibis Bostrychia olivacea (1, skull), Hadada Ibis Bostrychia hagedash (1), Scarlet Ibis Eudocimus ruber (3), Southern Bald Ibis Geronticus calvus (1, skull), Northern Bald Ibis Geronticus eremita (2), Madagascar Ibis Lophotibis cristata (1), African Spoonbill Platalea alba (1, skull), Roseate Spoonbill Platalea ajaja (1), Eurasian Spoonbill Platalea leucorodia (4), White-faced Ibis Plegadis chihi (1, skull), Glossy Ibis Plegadis falcinellus (4), Puna Ibis Plegadis ridgwayi (1), Red-naped Ibis Pseudibis papillosa (1), Black-faced Ibis Theristicus melanopis (2), African Sacred Ibis Threskiornis aethiopicus (2). Comparisons were also made with the following taxa: Ciconiidae: White Stork Ciconia ciconia; Ardeidae: Grey Heron Ardea cinerea, Purple Heron Ardea purpurea.

Although only skulls were available for some of these taxa (and were therefore not included in the cladistic analysis), these do not differ in the mentioned characters from other members of their respective genera.

Phylogenetic analysis

The main aim of this study was to determine the phylogenetic affinities of Ppaganus, and for this purpose only characters that could be defined for the fossil ibis were scored in extant taxa. Thus, 55 characters were coded for 12 terminal taxa within the Threskiornithidae (mentioned above), representing nine of the 13 extant genera (Appendices 1 and 2). C. ciconia and A. cinerea were chosen as outgroups. The works of Ferreira and Donatelli (2005), Livezey and Zusi (2006, 2007), Scofield et al. (2010), Smith (2010), and Worthy et al. (in press) were consulted for additional characters. All characters were treated as unordered.

Phylogenetic analyses were performed with the heuristic search modus of nona 2.0 (Goloboff 1993) through the Winclada 1.00.08 interface (Nixon 2002), using the following commands: hold 10000, hold/10, mult*1000 and max*. Bootstrap values were calculated under the following settings: 1000 replicates, with three searches holding one tree per replicate, and tree bisection-reconnection (TBR) branch swapping without max*.

Results

Systematic palaeontology

Threskiornithidae Richmond 1917.

Gerandibis gen. nov

Type species

Gerandibis pagana (Milne-Edwards 1868); type species by monotypy.

Derivation of name

From Saint-Gérand-le-Puy, genus name is feminine.

Diagnosis

Gerandibis gen. nov. is a monotypic genus for the small ibis from the Saint-Gérand-le-Puy area, characterized by a combination of the following features (see also Cheneval 1984): (1) notched interorbital region of frontal, (2) relatively large fonticuli occipitales, (3) short rostrocaudal fusion of ossa palatina in ventral view, (4) small fonticuli orbitocraniales, (5) prominent tuberculum ancorae ligamentosa on margo medialis of extremitas sternalis of coracoid, (6) dorsal facet of crista articularis sternalis of coracoid overhanging ventral facet, (7) fossa m. brachialis of humerus moderately deep, (8) marked tubercle on crista lateralis sulci patellaris of femur, (9) poorly developed epicondylus medialis of tibiotarsus, (10) trochlea metatarsi IV of tarsometatarsus extending distally past trochlea metatarsi II, (11) crista medialis hypotarsi projecting plantarly beyond crista lateralis hypotarsi, (12) prominent crista lateralis hypotarsi separated from cristae hypotarsi intermediae by well-marked sulcus for musculus flexor hallucis longus and (13) conspicuous dorsal opening of canalis interosseus distalis.

Of the above mentioned characters, (1), (2), (3), (4), (6), (7) and (9) are shared with E. ruber and species of Plegadis and (3), (6) and (7) are additionally present in T. melanopis. Features (11) and (12) distinguish this taxon from E. ruber and species of Plegadis. Gerandibis agrees with species of Plegadis and B. hagedash in character (13) and with B. hagedash, G. eremita and P. papillosa in character (5). Character (8) is autapomorphic for the fossil genus.

Gerandibis pagana (Milne-Edwards 1868)

Figure 1a, e, j, m; Fig. 2a, d, f–j, k, n–o, r.

Details are in the caption following the image
Skull of Gerandibis pagana (Milne-Edwards 1868) from the Early Miocene of the Saint-Gérand-le-Puy area, France, in comparison with cranial elements of extant Threskiornithidae. G. pagana (MNHN SG 10043) skull in dorsal (a), occipital (e), lateral (j) and lateroventral (m) views. Skull of Eudocimus ruber in dorsal (b) and occipital (F) views. Skull of Plegadis chihi in dorsal (c), occipital (g), lateral (k) and ventral (n) views, rostrum maxillare in ventral view (q), and lateral view of right ramus mandibulae (r). Pseudibis papillosa skull in dorsal (d), occipital (h) and ventral (o) views, rostrum maxillare in ventral view (p), and lateral view of right ramus mandibulae (s). (i) Skull of Platalea leucorodia in occipital view. (l) Skull of Geronticus eremita in lateral view. cf, caudal fenestrae; cp, concavitas palati; fo, fonticuli occipitales; foc, fonticulus orbitocranialis; fop, fusion of ossa palatina; ft, fossa temporalis; iof, interorbital area of os frontale; lrof, lateral rim of the interorbital and supraorbital portions of the os frontale; op, os palatinum; or, orbital rim of frontal; pc, prominentia cerebellaris; pmp, processus maxillopalatinus; poc, processus paraoccipitales; ppo, processus postorbitales; pps, processus parasphenoidales. (e–i) and (p–q) are not to scale. Scale bars: 10 mm.
Details are in the caption following the image
Postcranial bones of Gerandibis pagana (Milne-Edwards 1868) from the Early Miocene of the Saint-Gérand-le-Puy area, France, in comparison with skeletal elements of some extant Threskiornithidae. G. pagana: right coracoid (FSL 8331272) in dorsal view (a), right scapula (NMB S.G.15819) in ventral view (d), left humerus (NMN M.A.1571) in cranial (f) and caudal (g) views, left ulna (NMB Ph.3516) in ventral view, left femur (NMB S.G.17196) in caudal (i) and cranial (j) views, right tibiotarsus (NMB S.G.4016) in cranial view (k, distal end enlarged in k'), right tarsometatarsus (FSL 442813) in dorsal (n) and plantar (o) views, right tarsometatarsus (FSL 442811) in proximal view (r). Theristicus melanopis: left coracoid in dorsal view (b), proximal view of right hypotarsus (u). Geronticus eremita: right coracoid in dorsal view (c), left tibiotarsus in cranial view (l). (e) Right scapula of Platalea leucorodia. Plegadis falcinellus: right tibiotarsus in cranial view (m), right tarsometatarsus in dorsal view (p), and proximal view of left hypotarsus (s). Left tarsometatarsus of Pseudibis papillosa in dorsal (q) and proximal (v) views. (t) Right tarsometatarsus (hypotarsus) of Eudocimus ruber in proximal view. cd, condylus dorsalis; chi, cristae hypotarsi intermediae; cid, canalis interosseus distalis; cmh, crista medialis hypotarsi; clh, crista lateralis hypotarsi; cv, condylus ventralis; df, dorsal facet of extremitas sternalis; em, epicondylus medialis; fdl, sulcus for m. flexor digitorum longus; fhl, sulcus for musculus flexor hallucis longus; fmb, fossa musculi brachialis; fmI, fossa metatarsi I; fns, foramen nervi supracoracoidei; fvd, foramen vasculare distale; ims, impressio m. sternocoracoidei; la, ligamental attachment bordering impressio m. sternocoracoidei; pf, pneumatic foramen; se, sulcus extensorius; sp, sulcus patellaris; tal, tuberculum ancorae ligamentosa; tcl, tubercle lateral to the cotyla lateralis; tdfI, tuberosity distal of fossa met. I; tic, tuberculum intercondylaris; tmg, tuberculum m. gastrocnemialis; tm II, trochlea metatarsi II; tm III, trochlea metatarsi III; tm IV, trochlea metatarsi IV; tsp, tuberculum on crista lateralis sulci patellaris; tv, tuberculum ventrale; vf, ventral facet of extremitas sternalis; vmd, deep ventromedial depression on acromion. (b, l, s, q, v) were mirrored to facilitate comparisons. (k', r–v) are not to scale. Scale bars: 10 mm.

Ibis pagana Milne-Edwards 1868: 450, pl. 69, figs 2–8; pl. 57, figs 12–90; pl. 71, figs 1–12.

Milnea gracilis Lydekker 1891: p. 72.

Eudocimus paganus (Milne-Edwards 1868): Brodkorb 1963: p. 278.

Plegadis paganus (Milne-Edwards 1868): Olson 1981: pp. 165–166, fig. 1.

Lectotype

MNHN 8693 (right tarsometatarsus), chosen by Cheneval (1984).

Diagnosis

Same as for genus; see also Cheneval (1984).

Locality and age

Saint-Gérand-le-Puy area, Early Miocene, Aquitanian, MN1–MN2 (c. 23–20.5 Ma), but see De Pietri et al. (2011a,b).

Newly referred specimens

(L, left; R, right): MNHN SG 10043 (complete cranium with caudal portion of maxilla); NMB S.G.15819, NMB S.G.20538 (R scapulae missing caudal end), NMB Au.94, NMB S.G.12684 (L scapulae missing caudal end), FSL 8331272 (R coracoid), NMB M.A.618 (R coracoid), NMB M.A.627 (L coracoid), NMB M.A.671 (R coracoid), NMB M.A.1090 (R coracoid), NMB M.A.1412 (R coracoid), NMB S.G.1217 (R coracoid), NMB S.G.17722 (R coracoid), NMB S.G.19327 (R coracoid), NMB S.G.21628 (L coracoid), NMB S.G.21889 (L coracoid), NMB S.G.6233 (partial L coracoid), NMB S.G.6236 (partial R coracoid), NMB S.G.7462 (R coracoid), NMB S.G.7727 (R coracoid), NMB Au.29 (distal R humerus), NMB M.A.1571 (L humerus), NMB M.A.1574 (proximal L humerus), NMB M.A.1587 (distal L humerus), NMB Ph.2765 (L humerus), NMB Sau.2064 (distal L humerus), NMB S.G.6622 (L humerus), NMB S.G.6623 (distal L humerus), NMB S.G.6228 (proximal L humerus), NMB S.G.20625 (distal L humerus), NMB S.G.21926 (R humerus), NMB S.G.21948 (proximal R humerus), NMB M.A.1596 (L ulna), NMB M.A.2531 (L ulna), NMB Ph.3516 (L ulna), NMB S.G.4018 (R ulna), NMB S.G.6221 (proximal R ulna), NMB S.G.7247 (L ulna), NMB S.G.17304 (L ulna), NMB S.G.19340 (L ulna), NMB Au.1488 (distal L carpometacarpus), NMB Chr. 421 (L carpometacarpus), NMB S.G.23395 (R carpometacarpus), NMB S.G.12019 (R femur), NMB S.G.17461 (L femur), NMB S.G.17196 (L femur), NMB Au.173 (R tibiotarsus), NMB S.G.4016 (R tibiotarsus), NMB S.G.6698 (L tibiotarsus), NMB M.A.1688 (R tibiotarsus), NMB S.G.6222 (distal R tibiotarsus), NMB Au.35 (proximal L tarsometatarsus), NMB Au.84 (proximal R tarsometatarsus), FSL 442811 (R tarsometatarsus), FSL 442813 (R tarsometatarsus), NMB Chr. 694 (distal L tarsometatarsus), NMB S.G.7397 (R tarsometatarsus), NMB S.G.17770 (L tarsometatarsus), NMB S.G.7732 (juvenile, R tarsometatarsus), NMB S.G.7395 (juvenile, L tarsometatarsus), NMB S.G.19380 (L tarsometatarsus).

Measurements

Measurements for G. pagana were provided by Milne-Edwards (I. pagana, 1867–1868, p. 459) and Cheneval (P. paganus, 1984, p. 83). For size comparisons with some extant threskiornithids, see Table 1.

Table 1. Selected measurements for Gerandibis pagana (Milne-Edwards 1868) in comparison with some extant threskiornithids. For the extant taxa, measurements of the left and right skeletal elements were averaged. Measurements of G. pagana are after Cheneval (1984). All measurements are in millimetres and were rounded off to the nearest tenth
Measurement Gerandibis pagana Pseudibis papillosa Plegadis falcinellus Eudocimus ruber Theristicus melanopis
Coracoid
Length 36.1 (32.9–39) 52.5 42.2 42.7 51.4
Humerus
Length 77.8 (73.0–83.0) 120.5 97.5 90.3 117.1
Proximal width 19.4 (17.8–20.8) 26.3 20.2 21.3 27.6
Distal width 12.5 (11.3–13.3) 20.5 14.2 15.3 21
Shaft width 5.6 (4.3–6.2) 9.2 6.5 6.3 9.4
Ulna
Length 87.2 (79.0–92.6) 134.1 110 103 129.3
Proximal width 8.0 (7.0–8.8) 13.7 9.9 9.4 13.7
Distal width 5.7 (5–7.4) 11.4 9.3 8.4 12.3
Shaft width 3.8 (3.1–5.1) 6.4 4.8 4.3 7
Femur
Length 47.1 (44.6–51.2) 62.5 60 59.3 66.2
Proximal width 8.9 (8.0–9.9) 13.8 11.4 11.5 15.4
Distal width 8.9 (8.2–10.3) 14.2 10.7 12.2 15.5
Tibiotarsus
Length 91.0 (85.7–97.6) 114.7 137.5 117.7 126.9
Proximal width 7.2 (6.5–8.0) 11.8 9.4 10.9 12.5
Distal width 7.1 (6.3–8.0) 11 9 9.6 12.4
Shaft width 3.7 (3.9–4.1) 5.7 4.9 4.8 6.5
Tarsometatarsus
Length 62.7 (56.2–69.3) 74.8 103.8 83.6 86.7
Proximal width 8.3 (7.7–9.1) 13.1 9.8 11.1 14.1
Distal width 7.1 (7.7–9.2) 12.9 9.7 11.6 14
Shaft width 3.5 (3.3–8.4) 5.3 4 4.4 5.6

Remarks

The type material of G. pagana was listed by Cheneval (1984) and Mlíkovský (2002) under P. paganus. Tibiotarsi NMB S.G.4016 and NMB S.G.6698 were incorrectly referred to the Early Miocene scolopacid bird Elorius limosoides by De Pietri and Mayr (2012), and should therefore not be considered in any future discussion regarding this taxon.

Description and comparisons

The overall appearance of the skull (Fig. 1a) is most similar to that of E. ruber (Fig. 1b). As in all threskiornithids, the interorbital region of the os frontale is wide (Fig. 1a–d), but contrary to the condition observed in most ibises (e.g. P. papillosa, Fig. 2d), the orbital rims are strongly notched in Gerandibis, Eudocimus and species of Plegadis (Fig. 1a–c). The lateral rim of the interorbital and supraorbital portions of the os frontale (Fig. 1a) are wide in G. pagana and E. ruber, whereas they are dorsoventrally compressed in species of Plegadis and most other ibises. The fonticuli orbitocraniales (Fig. 1j) are large but, unlike members of Ardeidae, the orbital foramen does not occupy most of the interorbital septum.

Only the caudal portion of the beak is preserved in MNHN SG 10043. As in E. ruber, there is a depression where the frontal meets the os nasale, a condition also absent in species of Plegadis.

Contrary to the condition present in other ibises such as Geronticus and Pseudibis, the fossae temporales are moderately deep, reaching towards the midline of the cranium (Fig. 1e). The processus postorbitales (Fig. 1e) are proportionally longer than in E. ruber and species of Plegadis (Fig. 1f,g). Unlike in these taxa, the processus paraoccipitales (Fig. 1j) are relatively short, resembling the condition in most other ibises (e.g. T. melanopis, P. papillosa).

In the occipital region, the prominentia cerebellaris does not bulge caudally as prominently as in members of Plegadis (Fig. 1c). The fonticuli occipitales are relatively large (Fig. 1e). There are well marked depressions dorsal to the crista nuchalis transversa as in E. ruber. The paired sulci venarum occipitalis externae, lateral to the foramen magnum, are wide and deep as in most threskiornithids, most closely resembling those of Eruber.

The maxillopalatine complex (Fig. 1j) is similar to that of species of Plegadis and, contrary to the condition observed in several threskiornithids (e.g. Geronticus, Pseudibis, Lophotibis), the processus maxillopalatinus is not fused with the os palatinum (Fig. 1l). Also, the palatine bears a conspicuous concavitas palatis, which is pierced as in several threskiornithids (Fig. 1m); this condition is absent in species of Plegadis (Fig. 1n). In ventral view, the ossa palatina are fused in the midline and, unlike in several threskiornithids (e.g. Pseudibis, Geronticus, Bostrychia), this fusion is rostrocaudally short (Fig. 1m–o).

The coracoid of G. pagana (Fig. 2a) closely resembles the corresponding bone of extant members of Plegadis, Eudocimus and Theristicus. As in all threskiornithids, a foramen nervi supracoracoidei is present. In dorsal view, the shaft of the coracoid of Gpagana bears a well-defined scar that traverses the shaft diagonally in a mediolateral direction, delimiting the omal outline of the impressio m. sternocoracoidei (Fig. 2a). In some ibises (e.g. Bostrychia, Lophotibis) this scar is situated at mid-shaft, which is also the case in Gerandibis; by contrast, it is situated closer to the sternal end of the coracoid in Geronticus and Pseudibis (Fig. 2c). The impressio m. sternocoracoidei is somewhat shallow. At the sternal end, the dorsal facet of the crista articularis sternalis overhangs the ventral facet, a condition that is also present in E. ruber, species of Plegadis and T. melanopis (Fig. 2b). In all other examined threskiornithids, the ventral facet of the crista articularis sternalis extends further sternally than the dorsal facet (Fig. 2c). Tuberculum ancorae ligamentosa (sensu Livezey & Zusi 2006) is well developed and angular in Gpagana (Fig. 2a); as such, it is also present in several other ibises such as Bostrychia, Pseudibis and Geronticus (Fig. 2c).

The scapula of G. pagana (Fig. 2d) does not differ markedly from the corresponding bone of other threskiornithids. There is a relatively deep depression on the medial side of the acromion, as in Eudocimus and species of Plegadis, which is absent in members of Platalea (Fig. 2e) and T. aethiopicus.

The proximal end of the humerus shows little variation within Threskiornithidae; the pneumatic foramen is relatively small as in most threskiornithids (Fig. 2g), although there are some exceptions (e.g. G. eremita). The distal end is a very close match to that of E. ruber, bearing a deeper fossa m. brachialis (Fig. 2f) compared with that of some other ibises (e.g. Plegadis).

As with the humerus, the overall appearance of the ulna (Fig. 2h) does not seem to vary much within threskiornithids. Unlike in Taethiopicus and species of Platalea, a noticeable, albeit shallow, round depressio radialis, proximal to the sulcus intercondylaris, is present. The carpometacarpus of members of Threskiornithidae differs primarily in proportions among taxa. Unlike the carpometacarpus of Gerandibis, the corresponding bone of species of Plegadis is very long and slender; in Gerandibis and most other threskiornithids the os metacarpale majus is proportionally short.

The femur of Gerandibis (Fig 2i–j) is similar to that of other ibises. There is, however, a well-marked tubercle on the crista lateralis sulci patellaris, proximal to the sulcus patellaris, which is also present in A. cinerea. As in all other ibises, the tuberculum m. gastrocnemialis is well developed.

The proportions of the tibiotarsus and tarsometatarsus of G. pagana closely resemble those observed in E. ruber and T. melanopis, with the tarsometatarsus being about two-thirds the length of the tibiotarsus. These elements are more slender in Gerandibis. Although leg elements are also very long and slender in species of Plegadis (Fig. 2m, p), the ratio of the tarsometatarsus to tibiotarsus is much higher. As observed by Roux (2002), a proportionally much shorter tarsometatarsus is present in Geronticus, Pseudibis, Lophotibis and Bostrychia, a condition that may well have been plesiomorphic for Threskiornithidae, as evidenced in the stem ibis Rhynchaeites (e.g. Mayr 2002a, 2009, Mayr & Bertelli 2011). A record of a putative stem ibis from the Early Eocene of the Green River formation suggests that proportionally longer limb elements than in Rhynchaeites may have been present in the specimen (Smith et al. 2013). Within Threskiornithidae, a proportionally short tarsometatarsus is also present in some New World taxa not available for this study, such as in the Green Ibis Mesembrinibis cayennensis and in the Bare-faced Ibis Phimosus infuscatus (Miller & Bowman 1956).

As already indicated, tibiotarsi NMB S.G.4016 and NMB S.G.698 were erroneously attributed to the scolopacid bird E. limosoides from the Early Miocene of Saint-Gérand-le-Puy by De Pietri and Mayr (2012). Although superficially similar to the corresponding bone of the Black-tailed Godwit Limosa limosa, contrary to the condition in most charadriiforms, the medial and lateral condyles are approximately the same size. Additionally, a relatively well-marked intercondylar prominence is usually present in Threskiornithidae (Fig. 2m) but is absent in the scolopacid L. limosa. This feature was not visible in the tibiotarsi described by De Pietri and Mayr (2012), but the examination of further material has corroborated that these tibiotarsi can only be attributed to G. pagana. As in extant Threskiornithidae, the sulcus extensorius is situated medially (Fig. 2k). Gerandibis further resembles several other ibises in the absence of a well-marked epicondylus medialis, a condition present in P. papillosa and G. eremita (Fig. 2l).

The proportions of the tarsometatarsus of G. pagana (Fig. 2n–o), with a proportionally long shaft, are similar to those of most threskiornithids, although it is not as slender as the tarsometatarsus of species of Plegadis. In other ibises such as Pseudibis and Geronticus, the tarsometatarsus is proportionally short and stout (Fig. 2q).

The overall morphology of the hypotarsus of Gerandibis (Fig. 2r) is similar to that of other ibises (except Platalea and Threskiornis, in which there is a single wide and fully open sulcus hypotarsi). Contrary to the condition in Plegadis and Eudocimus, the crista medialis hypotarsi protrudes farther plantarly than the crista lateralis hypotarsi (Fig. 2r–v). This feature was also noticed by Cheneval (1984), and this configuration is also found in Threskiornis, Geronticus, Theristicus and Pseudibis, among other taxa. The crista lateralis hypotarsi does not extend plantarly past the cristae hypotarsi intermediae and, as in most threskiornithids, the sulcus for musculus flexor hallucis longus is apparent (Fig. 2u). Contrary to this condition, the hypotarsus of Eudocimus and species of Plegadis is much narrower than in all other ibises, and the crista lateralis hypotarsi has been greatly reduced, resulting in a very shallow sulcus for musculus flexor hallucis longus (Fig. 2s, u). As in all Threskiornithidae, there is a well-marked tubercle lateral to the cotyla lateralis (Fig. 2t), and the tuberculum m. fibularis brevis is well developed.

At the distal end, there is a conspicuous dorsal opening of canalis interosseus distalis (intertrochlear foramen), distal to the foramen vasculare distale (Fig. 2n), which had already been reported by Olson (1981) and Cheneval (1984). This condition appears to be variable within specimens of G. pagana, as it was not apparent in all specimens. Contrary to what was reported by Olson (1981), the presence of a conspicuous dorsal opening of canalis interosseus distalis is not, within Threskiornithidae, only present in the extant genus Plegadis (Fig. 2p), but a similar configuration to that of Pridgwayi was found in the examined specimen of B. hagedash, and in some individuals of Pleucorodia (see Harrison 1986 for a thorough discussion of this character).

Fossa metatarsi I (Fig. 2o) is well marked in G. pagana. In several ibises there is a distinct tubercle distal to the fossa; this is also the case in the fossil but not in species of Plegadis. Trochlea metatarsi II (Fig. 2n) is more medially orientated than in species of Plegadis (Fig. 2p); and trochlea metatarsi IV projects farther distally than trochlea metatarsi II. Judging by published photographs (e.g. Mayr & Bertelli 2011, p. 234) in the Eocene stem ibis Rhynchaeites trochlea metatarsi II projects farther distally than trochlea metatarsi IV, which is also the case in all examined ibises with the exception of Gerandibis, Eudocimus and species of Plegadis.

Phylogenetic analysis

Analysis of the character matrix in Appendix 2 resulted in a single most parsimonious tree (tree length = 90 steps, retention index = 0.76, consistency index = 0.66; Fig. 3). Monophyly of the Threskiornithidae is supported by the following characters (unambiguous optimization of characters depicted in Fig. 3): (1) marked furrow on lateral side of maxilla, (2) schizorhinal nostrils extending into nasofrontal hinge, (6) presence of fonticuli occipitales, (11) well-developed and ventrally projecting processus paraoccipitales, (25) presence of foramen immediately below ventral margin of facies articularis clavicularis of coracoid, (26) absence of mediolateral compression across transverse plain of omal end of coracoid, (30) absence of well-marked dorsally protruding surface at dorsal facet of crista articularis sternalis on coracoid, (32) tuberculum ventrale of humerus overhanging a small pneumatic foramen, (40) circular, well-developed and elevated tuberculum m. gastrocnemialis at distal end of femur, (41) tuberculum intercondylaris at distal end of tibiotarsus only moderately developed and (51) large and slit-shaped foramen vasculare distale at distal end of tarsometatarsus. Although characters (20), a wide interorbital portion of the frontal, and (22), tiny caudal fenestrae of mandible, were optimized as synapomorphic for Threskiornithidae, these characters were reversed to the plesiomorphic condition in the clade comprising Gerandibis, Eudocimus and species of Plegadis. Character (27), the presence of foramen nervi supracoracoidei, was optimized as an apomorphy of Threskiornithidae; however, this condition is likely to be plesiomorphic for neornithine birds (Mayr 2002b).

Details are in the caption following the image
Most parsimonious tree (length = 90, consistency index = 0.66, retention index = 0.76) resulting from the analysis of the character matrix in Appendix 2 and showing interrelationships of the Threskiornithidae. Apomorphies are listed on the internodes (numbers refer to characters listed in Appendix 1); only unambiguously optimized synapomorphies are shown. Filled circles represent strict apomorphies, open circles homoplastic ones. Bootstrap values are provided below the braches; values under 60 are not shown. Distribution of threskiornithid taxa used in this study is noted to the right. C, cosmopolitan; NW, New World; OW, Old World.

A sister group relationship between T. aethiopicus and the two species of Platalea used in the analysis received high bootstrap support and is supported by the following characters: (5) tip of processus postorbitales projecting slightly laterally, (9, 10) long and mediolaterally narrow processus paraoccipitales with strong ventrolateral projection, (35) ulna with very shallow depressio radialis and (48) a widely open hypotarsal sulcus for tendon of musculus flexor digitorum longus.

A clade including all other ibises is supported by the following characters: (8) occiput occupying about or less than two-thirds of the skull in occipital view, (24) medial aspect of acromion (scapula) with deep ventromedial depression, (28) ligamental attachment at mid-shaft of coracoid and (54) presence of well-developed tubercle distal to fossa metatarsi I (not present in Eudocimus and Plegadis). Within this clade, two groups, one encompassing the Old World ibises and the other made up of predominantly New World ibises, were recovered. The first clade includes the genera Lophotibis, Bostrychia, Geronticus and Pseudibis. Although this clade did not receive high bootstrap support (< 60%), it is nevertheless characterized by two characters: (4) shallow fossae temporales and (13) processus maxillopalatinus fused with os palatinum, the latter character being a derived feature for this clade. Within this clade, L. cristata was recovered as the sister taxon to all remaining members. Characters (8), occiput occupying less than two-thirds of the skull, and (31), presence of well-developed tuberculum on margo medialis of extremitas sternalis of coracoid, were recovered as apomorphies of the clade including Bostrychia, Geronticus and Pseudibis. The close relationship between Geronticus and Pseudibis received low bootstrap support and is supported by a single character: (28) ligamental attachment on dorsal side of shaft of coracoid not situated at mid-shaft but towards the sternal end.

A predominantly New World clade, including G. pagana, is statistically well supported and characterized by (12) an in ventral view short rostrocaudal fusion of the palatines, (29) dorsal facet of crista articularis sternalis overhanging ventral facet (coracoid) and (34) a moderately deep fossa musculi brachialis of the humerus. Within this clade, T. melanopis was recovered as a sister taxon to G. pagana, E. ruber and the two species of Plegadis. The latter clade, which also received high bootstrap support, is characterized by (5) relatively large fonticuli occipitales, (16) rostral-most portion of bill mediolaterally wider than or as wide as mid-portion of bill, (18) large fonticuli orbitocraniales, (20) interorbital region of frontal with strongly notched orbital rims, (22) mandible with large caudal fenestrae, (42) epicondylus medialis of tibiotarsus not well developed and (55) tarsometatarsus with trochlea metatarsi IV projecting farther distally than trochlea metatarsi II. A close relationship between E. ruber and species of Plegadis is supported by (9, 10) long, narrow and ventrally protruding processus paraoccipitales, (44) hypotarsus mediolaterally narrow, (46) crista medialis hypotarsi and crista lateralis hypotarsi extending plantarly to about the same level, (47) hypotarsus with poorly developed crista lateralis hypotarsi and shallow sulcus for musculus flexor hallucis longus and (54) absence of well-developed tubercle distal to fossa metatarsi I.

Discussion

G. pagana is the earliest record of an ibis that can be unambiguously assigned to crown group Threskiornithidae. This work constitutes the first osteological analysis aimed at clarifying the phylogenetic relationships of this Early Miocene ibis within the Threskiornithidae. As such, these results also allow for an evaluation of the interrelationships within members of this family. Comparisons between the results presented herein and the few molecular-based phylogenies published to date (e.g. Sibley & Ahlquist 1990, Chesser et al. 2010, see Fig. 4) reveal both differences and similarities.

Details are in the caption following the image
Previous hypotheses on the phylogeny of Threskiornithidae. (a) Tree based on DNA–DNA hybridization data (Sibley & Ahlquist 1990, see fig. 367). (b) Estimated phylogeny based on mitochondrial sequence data (Chesser et al. 2010); tree was simplified to facilitate comparisons. C, cosmopolitan; NW, New World; OW, Old World.

A basal divergence of the Threskiornithidae based on bill morphology into subfamilies Threskiornithinae (ibises) and Plataleinae (spoonbills) has been disproved by previous studies, and the present results agree with those obtained from DNA–DNA hybridization data (Sibley & Ahlquist 1990) and recent molecular-based phylogenies (Chesser et al. 2010) in that spoonbills are nested within Threskiornithidae and are the sister taxa to species of Threskiornis (Figs 3 and 4). This relationship may also be supported by spoonbills and species of Threskiornis having a similar breeding plumage with ornamental feathers (Matheu & del Hoyo 1992). Cases of hybridization in captivity between species of Platalea and Threskiornis have been reported (Matheu & del Hoyo 1992, McCarthy 2006), as well as between species of Eudocimus and Platalea (McCarthy 2006).

Although phylogenetic inferences based on DNA–DNA hybridization (Sibley & Ahlquist 1990) have attracted criticism (Harshman 1994), results are in agreement with phylogenies based on molecular sequence data (Chesser et al. 2010, Krattinger 2010) in that the basal split within Threskiornithidae resulted in two major clades, a New World clade comprising Neotropical taxa such as Theristicus, Phimosus and Eudocimus, and an Old World clade. This basal divergence was not supported in this study, and in fact the clade comprising species of Threskiornis and Platalea was recovered in a sister-group relationship to all remaining ibises. Nevertheless, a New World/Old World pattern for extant taxa to the exclusion of Threskiornis and Platalea did result from the osteological phylogeny presented here (Fig. 3). A clade comprising taxa that are Old World in distribution (Lophotibis, Bostrychia, Geronticus and Pseudibis) is supported by the fusion of the os palatinum and the processus maxillopalatinus, a feature absent in all remaining examined taxa. L. cristata was recovered in a basal position within this clade based on features of the skull (cranium not as tall is in other taxa within this clade) and coracoid (absence of a well-developed tuberculum ancorae ligamentosa on the margo medialis of extremitas sternalis, which is present in all other examined Old World taxa).

A predominantly New World clade includes T. melanopis, the fossil ibis G. pagana, E. ruber and species of the genus Plegadis. Within this clade, G. pagana and P. falcinellus are found outside the Neotropics, the latter having attained a nearly cosmopolitan distribution. Characters optimized as apomorphies of this clade include , in ventral view, a short rostrocaudal fusion of the palatines, a dorsal facet of the extremitas sternalis of the coracoid overhanging the ventral facet and a moderately deep fossa musculi brachialis; a basal position of T. melanopis within this clade is supported by the absence of several presumably derived features of the skull and tarsometatarsus that are present in the remaining members of this clade, and indeed T. melanopis bears an overall resemblance to members of the Old World clade in several skeletal elements.

The Early Miocene ibis G. pagana was recovered as the sister taxon to the clade consisting of E. ruber and species of Plegadis (Fig. 3). Osteological similarities between G. pagana and members of the extant genera Eudocimus and Plegadis had already been noticed by several authors (e.g. Milne-Edwards 1868, Olson 1981, Cheneval 1984), which resulted in G. pagana being listed under both these genera in the past (Brodkorb 1963, Olson 1981, Cheneval 1984). Indeed, species of Plegadis and Eudocimus are remarkably similar in their osteology, particularly in features of the skull and tarsometatarsus, and as suggested by Olson (1981), these taxa are probably closely related, a view also supported by the phylogeny presented here.

The placement of species of Plegadis within this New World clade, however, has been questioned by DNA–DNA hybridization data (Sibley & Ahlquist 1990) and by a recent study of threskiornithid phylogeny based on mitochondrial and nuclear data (Krattinger 2010). Both these studies suggest that species of Plegadis may be more closely related to Old World taxa than to members of the New World clade, including Eudocimus. Although separation of species of Plegadis and Eudocimus in different clades may seem surprising given their striking osteological similarity, the possibility that the features recovered as synapomorphic for members of both these genera (see Fig. 3) are indeed plesiomorphic for Threskiornithidae cannot be ruled out at present. In the absence of a well-supported and congruent placement of Plegadis in phylogenetic analyses, this hypothesis remains conjectural. Perhaps more clarity concerning character polarity will be gained once well-preserved specimens of putative Palaeogene stem ibises (Mayr 2002a, Mayr & Bertelli 2011, Smith et al. 2013) are evaluated in a phylogenetic context of extant Threskiornithidae.

Based on the data presented, placement of G. pagana in the extant genus Plegadis is no longer justified. Olson (1981) referred the Early Miocene ibis from France to the extant genus Plegadis based on a single feature of the tarsometatarsus, namely the presence of a conspicuous dorsal opening of canalis interosseus distalis (Fig. 2; see also Olson 1981, fig. 1, p. 166). This feature, as observed in G. pagana (see also Harrison 1986), is also present in other ibises apart from species of Plegadis, such as in a specimen of B. hagedash and in some specimens of P. leucorodia. Although based on osteological characters, G. pagana and members of Plegadis appear to be closely related, differences between the two, particularly regarding the tarsometatarsus, had already been noticed by several authors (Milne-Edwards 1868, Cheneval 1984, Harrison 1986) and are corroborated in this study. Referral of the Saint-Gérand ibis to a new genus corroborates recent evidence that, contrary to the original and previous taxonomic assessments (e.g. Milne-Edwards 1868, Cheneval 1984), very few fossil taxa from the Saint-Gérand-le-Puy area are consistently retained within extant genera (De Pietri et al. 2011a, De Pietri & Mayr 2012).

Biogeographical inferences depend upon robust and congruent phylogenetic hypotheses. The uncertainty that stems from the discrepancy between phylogenetic estimates obtained from molecular and morphological data, and the spurious record of stem ibises, makes inferences on the origins of the family difficult to assess, and whether crown group threskiornithids originated in the New World or the Old World is unclear based on the evidence at hand. A close relationship between taxa present in the Aquitanian of France and birds now restricted to sub-Saharan Africa is known for several groups (e.g. Cheneval 1989, Mayr 2011). A similar correlation between the Early Miocene European avifauna and New World taxa has been proposed (Mourer-Chauviré 2000) and the presence of an ibis in the Early Miocene of France closely related to Neotropical taxa strengthens these observations. A thorough assessment of the relationships of some Early Miocene taxa of Europe will perhaps in the future shed light on the biogeographical significance of the Aquitanian avifauna of the Saint-Gérand-le-Puy area.

I am grateful to M. Schweizer (Natural History Museum Bern, Switzerland), L. Costeur (NMB) , R. Winkler (NMB) and P. Scofield (Canterbury Museum, New Zealand) for helpful comments and discussions during the preparation of the manuscript, and to G. Mayr (SMF) for comments and access to extant specimens. I thank C. Mourer-Chauviré (FSL) , C. Sagne and R. Allain (MNHN) for providing access to fossil specimens, and T. H. Worthy (University of Flinders) for commenting on an early version of the manuscript. I am also grateful to F. Krattinger and C. Haag (University of Fribourg, Switzerland) for supplying their unpublished data on threskiornithid phylogeny, and N. Smith (Howard University, Washington) for providing a manuscript in press. Comments from four anonymous reviewers helped improve the manuscript. This study was supported by the Forschung und Lehre fund (Natural History Museum Basel).

Appendix 1

Description of characters used in the phylogenetic analysis

  1. Skull, os maxillare, marked furrow on lateral side of maxilla (nasal groove) extending distally from osseous narial opening: absent (0); present but faint (1); present and well marked (2). Modified from Smith (2010), character 6.
  2. Skull, schizorhinal nostrils extending into nasofrontal hinge: no (0), yes (1).
  3. Skull, conspicuous frontonasal suture: yes (0), no (1). See also Ferreira and Donatelli (2005). Yes in outgroup and Platalea..
  4. Skull, fossa temporalis: deep (e.g. Ciconia, Ardea) to moderately deep (Fig. 1e), reaching towards midline of cranium (0), very shallow (1).
  5. Skull, tip of processus postorbitalis (Fig.1e): not as follows (0), projecting slightly laterally (1) (Fig. 1i).
  6. Skull, occipital region, fonticuli occipitales, (Fig. 1f): absent (0); proportionally small (1); relatively large, over 2/3 of foramen magnum (2). States 1 and 2 have been observed in individuals of Platalea leucorodia (Fig. 1i).
  7. Skull, occipital region, prominentia cerebellaris: not as follows (0); with very prominent, dome-like bulge in dorsal view (1) (Fig. 1c). The prominentia cerebellaris is well developed in species of Ardea; however, its shape within herons does not resemble the described condition for threskiornithids. Within Threskiornithidae, this bulge is most prominent in species of Plegadis.
  8. Skull, occipital region: occiput (Fig. 1e–i) occupying over two-thirds of the skull in occipital view (0), about two-thirds of the skull (1), less than two-thirds of the skull (2). Character state 2 means that the roof of the cranium is particularly tall in taxa for which this state was coded.
  9. Skull, processus paraoccipitalis (Fig. 1g), long and mediolaterally narrow in occipital view: no (0); yes, ventrally projecting to about level of processus parasphenoidalis (1); yes, with strong ventrolateral projection (2).
  10. Skull, lateral view, processus paraoccipitalis narrow (as opposed to dorsoventrally broad): no (0), yes (1).
  11. Skull, well-developed and ventrally projecting processus paraoccipitalis, set off from dorsal wall of tympanic cavity: no (0), yes (1). As described, this character is absent in Ciconia and Ardea. See also Ferreira and Donatelli (2005).
  12. Skull, ventral view, rostrocaudal fusion of ossa palatina at midline: long (0), short (1) (Fig. 1m–o).
  13. Skull, processus maxillopalatinus fused with os palatinum: no (0), yes (1) (Fig. 1j,l).
  14. Skull, ventral view, concavitas palatis deep and pierced (Fig. 1m–o): yes (0), no (1).
  15. Skull, os palatinum, pars choanalis very deep dorsoventrally: yes (0), no (1). From Smith (2010), character 17.
  16. Skull, rostral-most portion of bill in ventral view (Fig. 1p–q): very narrow (0); mediolaterally wider than or as wide as mid-portion of bill (1); greatly expanded (2).
  17. Skull, short and oval narial openings: no (0), yes (1). This character is an autapomorphy of Plataleinae; see Ferreira and Donatelli (2005).
  18. Skull, fonticuli orbitrocraniales (Fig. 1j–k), caudal of lacrimal duct: absent or small (0); large (1). Fonticuli are absent in Ciconia.
  19. Skull, orbital foramen (Fig. 1j–k) occupying most of interorbital septum: no (0), yes (1). See also Ferreira and Donatelli (2005).
  20. Skull, frontal at interorbital region, orbital rims (Fig. 1b) strongly notched: yes (0), no (1).
  21. Skull, fusion of os frontale and os lacrimale: yes (0), no (1).
  22. Mandible, caudal fenestrae (Fig. 1r,s): present and large (0), absent or tiny (1).
  23. Scapula, robust, mound-shaped tuberosity present on the lateral surface of the scapula: present (0), absent (1). After Smith (2010), character 160.
  24. Scapula, acromion, medial aspect, deep ventromedial depression (Fig. 2d): no (0), yes (1).
  25. Coracoid, extremitas omalis, medial aspect, sulcus musculi supracoracoideus, pneumatic foramina penetrating acrocoracoid: no (0), yes (1). Worthy et al. (in press), character 22; modified from Scofield et al. (2010), character 17.
  26. Coracoid, extremitas omalis, medial aspect. Processus acrocoracoideus and supracor-acoideal sulcus–mediolateral compression across the transverse plain: moderately compressed (0), weakly or not compressed (1). Modified from Scofield et al. (2010), character 18.
  27. Coracoid, foramen nervi supracoracoidei (Fig. 2b): present (0), absent (1). Although this foramen is absent in Ciconia ciconia, it was reported as present in Leptoptilos (Mayr & Clarke 2003).
  28. Coracoid, shaft, dorsal aspect, ligamental attachment bordering impressio m. sternocoracoidei at mid-shaft (Fig. 2a,c): no (0), yes (1).
  29. Coracoid, extremitas sternalis, dorsal aspect: ventral facet of crista articularis sternalis extending farther sternally than dorsal facet (0) (Fig. 2b); dorsal facet overhanging ventral facet (1) (Fig. 2c).
  30. Coracoid, extremitas sternalis, dorsal aspect. Presence of well-marked, dorsally protruding surface at dorsal facet of crista articularis sternalis, lateral to angulus medialis: yes (0), no (1).
  31. Coracoid, extremitas sternalis, ventromedial aspect. Well-developed and angular tubercle (tuberculum ancorae ligamentosa, sensu Livezey and Zusi (2006): character 1302; see also Smith (2010), character 183) on margo medialis of extremitas sternalis (Fig. 2a): no (0), yes (1). Shape and degree of development varies within threskiornithids.
  32. Humerus, proximal end, caudal surface. Tuberculum ventrale overhanging a relatively small pneumatic foramen, so that it is not completely visible in caudal view (Fig. 2g): no (0), yes (1). Within Threskiornithidae, this feature is only absent in Geronticus eremita.
  33. Humerus, distal end, cranial view: condylus dorsalis projecting only slightly more distally than condylus ventralis (i.e. almost at same level) (0); condylus ventralis distinctly more distally situated than condylus dorsalis (1) (Fig. 2f).
  34. Humerus, distal end, cranial surface, fossa musculi brachialis (Fig. 2f): shallow (0), moderately deep (1).
  35. Ulna, distal end, ventral view, marked depressio radialis: yes (0); no, i.e. very shallow (1).
  36. Carpometacarpus, fovea carpalis cranialis: shallow (0), deep (1). Modified from Smith (2010). See also Livezey and Zusi (2007), character 1647.
  37. Carpometacarpus, proximodistal extent of sulcus tendineus on dorsal surface of metacarpal II: sulcus extending across length of metacarpal II (0), sulcus limited to distal half of metacarpal II (1). Modified from Smith (2010), character 276. See also Livezey and Zusi (2007), character 1603.
  38. Femur, proximal end, rounded pneumatic foramen on craniomedial side of trochanter femoris: absent (0), present (1). Modified from Smith (2010). See also Livezey and Zusi (2007), character 1976.
  39. Femur, distal end, lateral view, well-marked tubercle on crista lateralis sulci patellaris, proximal of sulcus patellaris (Fig. 2j): no (0), yes (1).
  40. Femur, distal end, circular, well-developed and elevated tuberculum for m. gastrocnemialis (Fig. 2i): no (0), yes (1).
  41. Tibiotarsus, distal end, cranial view; very well-developed tuberculum intercondylaris (Fig. 2m): yes (0), no (1).
  42. Tibiotarsus, distal end, cranial view, well-developed epicondylus medialis (Fig. 2k): yes (0), no (1). The epicondylus medialis is particularly well-developed and medially protruding in Geronticus eremita, whereas it is essentially absent in Gerandibis, Eudocimus and Plegadis falcinellus.
  43. Tarsometatarsus, proximal view. Relative development of tuberositas ligamentum collateralis lateralis: substantially developed, rounded tubercle on the dorsolateral border of the proximal tarsometatarsus, just below the cotylar rim (0); indistinct to weakly developed tuberosity or fovea (1). Modified from Smith (2010), character 415. See also Livezey and Zusi (2007), character 2255.
  44. Tarsometatarsus, proximal view, hypotarsus (plantar to cotylae) mediolaterally narrow (Fig. 2r–v): yes (0), no (1).
  45. Tarsometatarsus, hypotarsus with medially positioned sulcus hypotarsi: no (0), yes (1).
  46. Tarsometatarsus, hypotarsus, crista medialis hypotarsi and crista lateralis hypotarsi extending plantarly to about the same level (0) (Fig. 2t); crista medialis hypotarsi protruding farther plantarly than crista lateralis hypotarsi (1) (Fig. 2r).
  47. Tarsometatarsus, hypotarsus, prominent crista lateralis hypotarsi separated from cristae hypotarsi intermediae by well-marked sulcus for musculus flexor hallucis longus (Fig. 2u): yes (0), no (1). Not applicable for Ciconia and Platalea.
  48. Tarsometatarsus, hypotarsus, widely open sulcus for tendon of musculus flexor digitorum longus (occupying most of the hypotarsus): yes (0), no (1).
  49. Tarsometatarsus, corpus metatarsi, shape of medial margin of tarsometatarsal shaft at its proximal extent: rounded, similarly conformed as rest of shaft (0); compressed dorsoplantarly, relatively thin and/or crest-like (1). From Smith (2010), character 429. See also Livezey and Zusi (2007), character 2288.
  50. Tarsometatarsus, shaft, plantar aspect, crista plantaris lateralis in proximal half: weakly developed (0), strongly developed (1). Modified from Scofield et al. (2010), character 13, and Worthy et al. (in press), character 17.
  51. Tarsometatarsus, distal end, dorsal aspect, size and shape of distal foramen: small and circular (0), large and slit shaped (1). Modified from Scofield et al. (2010), character 4.
  52. Tarsometatarsus, distal end, dorsal aspect. Conspicuous dorsal opening of canalis interosseus distalis (Fig. 2n,p): no (0), yes (1). This condition is variable within Threskiornithidae.
  53. Tarsometatarsus, distal end, mediolaterally compressed trochlea, with trochlea metatarsi II more plantarly positioned (Fig. 2p): no (0), yes (1).
  54. Tarsometatarsus, distal end, plantar view, tubercle distal to fossa metatarsi I (Fig. 2o): absent or poorly developed (0), conspicuous, well-developed (1).
  55. Tarsometatarsus, distal end, dorsal view. Trochlea metatarsi IV projecting farther distally than trochlea metatarsi II (Fig. 2q): no (0), yes (1). In Platalea leucorodia tr. met. IV projects only slightly more plantarly past tr. met. II.

Appendix 2

Character matrix of 55 osteological characters used for the phylogenetic analysis. A = (01); B = (12)

  • 1 10 20 30 40 50

  • Ciconia_ciconia

  • 0000000000000000000000000010000000000100000000?00000000

  • Ardea_cinerea

  • 1000000000001010011010100010000010011010011101011100000

  • Gerandibis_pagana

  • 211002010011001?01001?11110111111101101111110101111A011

  • Plegadis_falcinellus

  • 2110021111110111010010111101110110011001011010111111101

  • Plegadis_ridgwayi

  • 2110021111110111010010111101110110011001001010111111101

  • Eudocimus_ruber

  • 2110020111110011010010111101110111011001111000111110001

  • Geronticus_eremita

  • 2111010200101010000111111100011010011001101101011110010

  • Pseudibis_papillosa

  • 2111010200101010000111111100011110011101101101011110010

  • Bostrychia_hagedash

  • 2110020200101010000111111101011110011001101101011111010

  • Lophotibis_cristata

  • 2111010100101010000111111101010110011001101111011110010

  • Theristicus_melanopis

  • 2110010100110010000111111101110111011001101101011110010

  • Threskiornis_aethiopicus

  • 2110110021100011010111101100010110111001101101001110000

  • Platalea_leucorodia

  • 21011B0021100012110111101100010110111001101101?0111A101

  • Platalea_ajaja

  • 2101010021100012100111101100010110?11001101101?01111000

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