Species Concepts and Species Delimitation
Species Concepts and Species Delimitation
Species Concepts and Species Delimitation
56(6):879–886, 2007
Copyright ! c Society of Systematic Biologists
ISSN: 1063-5157 print / 1076-836X online
DOI: 10.1080/10635150701701083
Abstract.— The issue of species delimitation has long been confused with that of species conceptualization, leading to a
half century of controversy concerning both the definition of the species category and methods for inferring the boundaries
and numbers of species. Alternative species concepts agree in treating existence as a separately evolving metapopulation
lineage as the primary defining property of the species category, but they disagree in adopting different properties acquired
by lineages during the course of divergence (e.g., intrinsic reproductive isolation, diagnosability, monophyly) as secondary
defining properties (secondary species criteria). A unified species concept can be achieved by treating existence as a separately
evolving metapopulation lineage as the only necessary property of species and the former secondary species criteria as
different lines of evidence (operational criteria) relevant to assessing lineage separation. This unified concept of species
has several consequences for species delimitation, including the following: First, the issues of species conceptualization
and species delimitation are clearly separated; the former secondary species criteria are no longer considered relevant
to species conceptualization but only to species delimitation. Second, all of the properties formerly treated as secondary
species criteria are relevant to species delimitation to the extent that they provide evidence of lineage separation. Third, the
Readers of Systematic Biology hardly need to be Fortunately, this species concept problem is not as seri-
reminded of the importance of species in biology. Ac- ous as it appears. Despite the obvious differences among
cording to various authors, species are one of the fun- contemporary alternative species concepts and defini-
damental units of biology, making them comparable in tions, they exhibit an underlying conceptual unity, which
importance to genes, cells, and organisms, some of the provides the basis for a unified concept of species. As a
fundamental units at lower levels of biological orga- consequence, biologists are now in a position to free our-
nization (e.g., Mayr, 1982; see also de Queiroz, 2005a). selves from seemingly endless debates about the con-
However, because species exist at a higher level of orga- cept of species and thus also the definition of the species
nization than the humans observing them, species also category. One of the most significant benefits of a uni-
are generally much larger and longer lived than their hu- fied species concept is that it allows biologists to ap-
man observers. Moreover, the connections among their proach the problem of species delimitation in a more
parts (i.e., organisms) are ephemeral. This makes it more straightforward way. In this paper, I will review the
or less impossible for humans to perceive entire species species concept problem and a proposal about how di-
simply by looking at them, as they do for cells and organ- verse species concepts can be unified, which I have pub-
isms, which is why biologists have symposia devoted to lished previously (de Queiroz, 1998, 1999, 2005a, 2005b,
the topic of species delimitation. 2005c). I will then examine some of the consequences
To complicate matters, for roughly the past half cen- of a unified species concept for the problem of species
tury, the issue of species delimitation has been confused delimitation.
by a problem involving the concept of species itself. The
problem is that currently different subgroups of biol-
ogists advocate different and at least partially incom- ALTERNATIVE S PECIES CONCEPTS
patible species concepts (reviewed by Mayden, 1997; de Table 1 is a list of alternative species concepts. The list
Queiroz, 1998; Harrison, 1998). Mayden (1997) listed 24 consists of major categories of alternative species con-
different named species concepts, and there are even cepts advocated by contemporary biologists, with the
more alternative definitions (where a definition is a categories defined in terms of the properties upon which
concise description of a concept, so that any given they are based. Most readers of this journal are likely
species concept may be associated with definitions that knowledgeable about at least some of these proposed
differ in minor details of wording). Many of these concepts, which include the familiar biological, ecologi-
concepts and their associated definitions are incom- cal, evolutionary, and phylogenetic concepts, among oth-
patible in that they can lead to different conclusions ers. Importantly, all of these concepts have advocates
concerning the boundaries and numbers of species. Thus, among contemporary biologists. In addition, many of
the species concept problem—that is, current disagree- the concepts are at least partially incompatible. For ex-
ments about the theoretical concept of the species—is ample, several authors have called attention to situations
closely tied to the issue of species delimitation—that in which adoption of the biological species concept leads
is, how to determine the boundaries and numbers of to the recognition of fewer species taxa than adoption
species from emperical data. of one of the alternative species concepts, such as the
879
880 SYSTEMATIC BIOLOGY VOL. 56
diagnosable version of the phylogenetic species concept ogists who adopt a multidisciplinary approach, or those
(e.g., Bremer and Wanntorp, 1979; Cracraft, 1983; Zink, who can step back from their own personal investments
1996). and research interests, all of the concepts seem to have
The reason for these incompatibilities has to do with some merits. They are all based on important biological
the different biological properties upon which several of properties.
the alternative concepts are based; for example, intrinsic
reproductive isolation in the case of the isolation ver- R ECONCILIATION
sion of the biological species concept, occupation of a
distinct niche or adaptive zone in the case of the ecologi- The Common Element
cal species concept, and fixed character state differences As I have argued previously (e.g., de Queiroz, 1998,
in the case of the diagnosable version of the phyloge- 1999, 2005a, 2005b, 2005c), the key to reconciling the alter-
netic species concept (Table 1). Moreover, these differ- native species concepts is identifying a common element,
ences in emphasis are to be expected, because the various which implies a single, more general, concept of species.
properties are of greatest interest to different subgroups Previous attempts to solve the species concept problem
of biologists. For example, reproductive incompatibili- have tended instead to obscure the solution by empha-
ties are of central importance to biologists who study sizing the differences, rather than the similarities, among
hybrid zones, niche differences are paramount for ecolo- rival concepts. As it turns out, all contemporary species
gists, and diagnosability and monophyly are fundamen- concepts share a common element and, equally impor-
TABLE 1. Alternative contemporary species concepts (i.e., major classes of contemporary species definitions) and the properties upon which
they are based (modified from de Queiroz, 2005). Properties (or the converses of properties) that represent thresholds crossed by diverging
lineages and that are commonly viewed as necessary properties of species are marked with an asterisk (*). Note that under the proposal for
unification described in this paper, the various ideas summarized in this table would no longer be considered distinct species concepts (see de
Queiroz, 1998, for an alternative terminology). All of these ideas conform to a single general concept under which species are equated with
separately evolving metapopulation lineages, and many of the properties (*) are more appropriately interpreted as operational criteria (lines of
evidence) relevant to assessing lineage separation.
segments of such lineages. To clarify, here the term lineage processes: mutation, natural selection, migration (or the
refers to an ancestor-descendant series (Simpson, 1961; lack thereof), and genetic drift. The characters affected by
Hull, 1980) in this case of metapopulations or simply those processes, however, are highly diverse. They may
a metapopulation extended through time (cf. Simpson, be genotypic or phenotypic; qualitative or quantitative;
1951). It is not to be confused with a clade or mono- selectively advantageous, disadvantageous, or neutral;
phyletic group, which is sometimes also called a lineage and they may involve many different aspects of organis-
but is generally made up of several lineages (separate mal biology, including genetics, development, morphol-
branches). The term metapopulation refers to an inclu- ogy, physiology, and behavior. With regard to the species
sive population made up of connected subpopulations concept problem, the important point is that changes in
(Levins, 1970; Hanski and Gaggiotti, 2004). It is used these characters lead to the acquisition of a number of
here to distinguish species, which are traditionally con- different properties by diverging lineages. Thus, as the
sidered to reside at the higher end of the population- lineages diverge, they (or their component organisms)
level continuum, from populations at the lower end of become phenetically distinguishable. They become diag-
the continuum, such as demes and family groups. Fi- nosable in terms of fixed character states. Their genitalia,
nally, a species is not an entire metapopulation lineage gametes, and developmental systems become incompat-
but only a segment of such a lineage. The point here ible. Their mate recognition systems diverge to the point
is that species give rise to other species, thereby form- where the organisms no longer recognize one another as
ing (species level) lineages. Any given species is but one potential mates. They evolve distinctive ecologies. And
postmating reproductive incompatibilities, whereas a of defining the species category (species conceptualiza-
study that uses a species-level phylogeny to make in- tion) from the methodological problem of inferring the
ferences about historical biogeography might be better boundaries and numbers of species (species delimita-
served using species that exhibit monophyly. In any case, tion). Previously these two issues were commonly con-
the point is that a unified species concept would continue fused in that the same properties that were used to infer
to embrace all of the properties that have been consid- species boundaries and numbers were also considered
ered important by previous authors; it just would not necessary for a lineage to be regarded as a species (i.e., for
treat any of those properties as necessary properties of deciding when a lineage had diverged enough to be con-
species. sidered a species). Moreover, because different authors
It is appropriate to point out here that the unified considered different properties to be necessary, they
species concept just described is not a new species con- commonly disagreed about the boundaries and numbers
cept but simply the clear separation of the theoretical of species. In other words, the issue of species delim-
concept of species (as separately evolving metapopula- itation was intimately intertwined with that of species
tion lineages) from operational criteria (lines of evidence) conceptualization and hopelessly confused by disagree-
that are used for its empirical application. As such, it is ments about the species concept.
not surprising that several previously proposed charac- In contrast, under a unified species concept, the prop-
terizations of the species category correspond closely to erties in question are no longer considered necessary
the unified species concept. Thus, the ideas that Mayr properties of species. This situation clarifies the issue
marked with an asterisk in Table 1), either the prop- Although presence of a single property provides evi-
erty itself (intrinsic reproductive isolation, monophyly, dence for lineage separation, a highly corroborated hy-
exclusive coalescence, diagnosability, deficits of genetic pothesis of lineage separation (i.e., of the existence of
intermediates), or its converse (incompatible fertiliza- separate species) requires multiple lines of evidence. In
tion systems, different niches, phenetic distinguishabil- general, the farther along lineages are in the process of
ity), provides evidence of lineage separation. Thus, all of divergence, the larger the number of differences they can
those properties are relevant (as lines of evidence) to the be expected to have acquired relative to one another,
problem of species delimitation. and therefore the easier it should be to find evidence
of separation. Conversely, the earlier lineages are in the
process of divergence, the more difficult it should be to
Quantity of Evidence find evidence of separation. In any case, multiple lines
Viewing the properties in question as evidence of lin- of evidence—that is, the possession of several proper-
eage separation has additional consequences. One is that ties that arise during lineage divergence—result in more
any evidence of lineage separation is sufficient to in- highly corroborated hypotheses of lineage separation,
fer the existence of separate species (compare Mayden, and thus of the existence of different species. This point
1999). To the extent that the possession (by a set of popu- may seem obvious, and some people have been using
lations) of even a single relevant property provides such multiple lines of evidence for years. Nonetheless, the ex-
evidence, it may be considered evidence for the existence istence of rival species concepts has worked against these
Good, 1997). This situation calls into question all meth- interminable debates about the definition of the species
ods that adopt as an operational criterion a particular category. Moreover, it provides a unified context for
level of divergence, whether derived from previously understanding the relevance of diverse methods to the
studied cases (e.g., Lefébure et al., 2006), theoretical mod- problem of species delimitation (i.e., as methods for eval-
els (e.g., Pons et al., 2006), or based on a more arbitrary uating whether sets of populations constitute separately
criterion, such as the threshold beyond which parsimony evolving lineages) and thus also for integrating the infor-
will no longer correctly estimate the number of muta- mation provided by different species delimitation meth-
tions with a probability greater than or equal to 0.95 (e.g., ods in empirical applications.
Cardoso and Vogler, 2005). (Such methods may still be
useful for obtaining first approximations when screen-
ing large numbers of samples from understudied taxa, ACKNOWLEDGMENTS
as in the cited papers.) Geographic information is neces- I thank J. Wiens for organizing the 2006 SSB symposium on species
sary to distinguish true discontinuities (i.e., lineage sep- delimitation and for inviting me to contribute this paper. L. Knowles
aration) from differentiation that occurs within species provided valuable information about methods based on coalescent
theory, and J. Sites, J. Wiens, and an anonymous reviewer provided
as the result of phenomena such as clines and isolation comments on an earlier version. I have previously acknowledged the
by distance. contributions of numerous colleagues to the development of my views
Although the direct use of geographic information on species concepts (see de Queiroz, 1998, 1999, 2005a, 2005b, 2005c).
in methods of (or related to) species delimitation is an
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