Systematic Biology: Species Concepts and Species Delimitation
Systematic Biology: Species Concepts and Species Delimitation
Systematic Biology
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Species Concepts and Species Delimitation
Kevin De Queiroz a
a Department of Vertebrate Zoology, National Museum of Natural History, Smithsonian
Institution, Washington, DC, USA
Readers of Systematic Biology hardly need to concepts, and there are even more
be reminded of the importance of species in alternative definitions (where a
biology. Ac-cording to various authors, species definition is a concise description of
are one of the fun-damental units of biology, a concept, so that any given species
making them comparable in importance to concept may be associated with
genes, cells, and organisms, some of the definitions that differ in minor details
fundamental units at lower levels of biological of wording). Many of these concepts
orga-nization (e.g., Mayr, 1982; see also de and their associated definitions are
Queiroz, 2005a). However, because species exist incom-patible in that they can lead to
at a higher level of orga-nization than the different conclusions concerning the
humans observing them, species also are boundaries and numbers of species.
generally much larger and longer lived than their Thus, the species concept problem—
hu-man observers. Moreover, the connections that is, current disagree-ments about
among their parts (i.e., organisms) are the theoretical concept of the species
ephemeral. This makes it more or less —is closely tied to the issue of
impossible for humans to perceive entire species species delimitation—that is, how to
simply by looking at them, as they do for cells determine the boundaries and
and organ-isms, which is why biologists have numbers of species from emperical
symposia devoted to the topic of species data.
delimitation.
To complicate matters, for roughly the past
half cen-tury, the issue of species delimitation
has been confused 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-
patible species concepts (reviewed by Mayden,
1997; de Queiroz, 1998; Harrison, 1998).
Mayden (1997) listed 24 different named species
Fortunately, this species concept problem is not as seri-ous ALTERNATIVE SPECIES CONCEPTS
as it appears. Despite the obvious differences among Table 1 is a list of alternative species concepts.
contemporary alternative species concepts and defini-tions, The list consists of major categories of alternative
they exhibit an underlying conceptual unity, which provides species con-cepts advocated by contemporary
the basis for a unified concept of species. As a consequence, biologists, with the categories defined in terms of
biologists are now in a position to free our-selves from the properties upon which they are based. Most
seemingly endless debates about the con-cept of species and readers of this journal are likely knowledgeable
thus also the definition of the species category. One of the about at least some of these proposed concepts,
most significant benefits of a uni-fied species concept is that it which include the familiar biological, ecologi-cal,
allows biologists to ap-proach the problem of species evolutionary, and phylogenetic concepts, among
delimitation in a more straightforward way. In this paper, I oth-ers. Importantly, all of these concepts have
will review the species concept problem and a proposal about advocates among contemporary biologists. In
how di-verse species concepts can be unified, which I have addition, many of the concepts are at least partially
incompatible. For ex-ample, several authors have
pub-lished previously (de Queiroz, 1998, 1999, 2005a, 2005b,
called attention to situations in which adoption of
2005c). I will then examine some of the consequences of a the biological species concept leads to the
unified species concept for the problem of species recognition of fewer species taxa than adoption of
delimitation. one of the alternative species concepts, such as the
879
880 SYSTEMATIC BIOLOGY VOL.
diagnosable version of the phylogenetic species ogists who adopt a multidisciplinary approach, or
Downloaded By: [De Queiroz, Kevin] At: 16:01 16 November
concept (e.g., Bremer and Wanntorp, 1979; those who can step back from their own personal
Cracraft, 1983; Zink, 1996). investments and research interests, all of the
The reason for these incompatibilities has to do concepts seem to have some merits. They are all
with the different biological properties upon based on important biological properties.
which several of the alternative concepts are
based; for example, intrinsic reproductive
isolation in the case of the isolation ver-sion of R ECONCILIATION
the biological species concept, occupation of a
distinct niche or adaptive zone in the case of the The Common Element
ecologi-cal species concept, and fixed character As I have argued previously (e.g., de Queiroz,
state differences in the case of the diagnosable 1998, 1999, 2005a, 2005b, 2005c), the key to
version of the phyloge-netic species concept reconciling the alter-native species concepts is
(Table 1). Moreover, these differ-ences in identifying a common element, which implies a
emphasis are to be expected, because the various single, more general, concept of species. Previous
properties are of greatest interest to different attempts to solve the species concept problem
subgroups of biologists. For example, have tended instead to obscure the solution by
reproductive incompatibili-ties are of central empha-sizing the differences, rather than the
importance to biologists who study hybrid zones, similarities, among rival concepts. As it turns out,
niche differences are paramount for ecolo-gists, all contemporary species concepts share a
and diagnosability and monophyly are fundamen- common element and, equally impor-tant, that
tal for systematists. Similarly, morphological shared element is fundamental to the way in which
differences are central for paleontologists and species are conceptualized. The general concept to
museum taxonomists, whereas genetic ones are which I refer equates species with separately
key for population geneticists and molecular evolv-ing metapopulation lineages, or more
systematists. On the other hand, for biol- specifically, with
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.
Species concept Property(ies) Advocates/references
Biological Interbreeding (natural reproduction resulting in Wright (1940); Mayr (1942); Dobzhansky (1950)
viable and fertile offspring)
Isolation *Intrinsic reproductive isolation (absence of Mayr (1942); Dobzhansky (1970)
interbreeding between heterospecific organisms
based on intrinsic properties, as opposed to
extrinsic [geographic] barriers)
Paterson (1985); Masters et al. (1987); Lambert
Recognition *Shared specific mate recognition or fertilization and
system (mechanisms by which conspecific Spencer (1995)
organisms, or their gametes, recognize one
another for mating and fertilization)
Ecological *Same niche or adaptive zone (all components of Van Valen (1976); Andersson (1990)
the environment with which conspecific
organisms interact)
Evolutionary Unique evolutionary role, tendencies, and Simpson (1951); Wiley (1978); Mayden (1997)
historical fate
(some interpretations) *Diagnosability (qualitative, fixed difference) Grismer (1999, 2001)
Cohesion Phenotypic cohesion (genetic or demographic Templeton (1989, 1998a)
exchangeability)
Phylogenetic Heterogeneous (see next four entries) (see next four entries)
Hennig (1966); Ridley (1989); Meier and
Hennigian Ancestor becomes extinct when lineage splits Willmann
(2000)
Monophyletic *Monophyly (consisting of an ancestor and all of Rosen (1979); Donoghue (1985); Mishler (1985)
its descendants; commonly inferred from
possession of shared derived character states)
Genealogical *Exclusive coalescence of alleles (all alleles of a Baum and Shaw (1995); see also Avise and Ball
given gene are descended from a common (1990)
ancestral allele not shared with those of other
species)
Diagnosable *Diagnosability (qualitative, fixed difference) Nelson and Platnick (1981); Cracraft (1983); Nixon
and Wheeler (1990)
Michener (1970); Sokal and Crovello (1970);
Phenetic *Form a phenetic cluster (quantitative difference) Sneath
and Sokal (1973)
Genotypic cluster (definition) *Form a genotypic cluster (deficits of genetic Mallet (1995)
intermediates; e.g., heterozygotes)
SC
1
1
Specie
s
marked with an asterisk in Table 1), either the constitute evidence contradicting a hypothesis of
prop-erty itself (intrinsic reproductive isolation, lineage separation. In other words, a lineage might
monophyly, exclusive coalescence, lack one or more of those prop-erties even if it is
diagnosability, deficits of genetic intermediates), evolving separately from all other lin-eages. The
or its converse (incompatible fertiliza-tion reason, of course, is that the lineage simply may
systems, different niches, phenetic not yet have evolved the properties, as might be
distinguishabil-ity), provides evidence of lineage expected if it is still in the early stages of
separation. Thus, all of those properties are divergence. Thus, an asymmetry exists concerning
relevant (as lines of evidence) to the problem of the evidence pro-vided by the properties in
species delimitation. question: the presence of any one of those
properties constitutes evidence for lineage
separation, but the absence of the same property
Quantity of Evidence does not constitute evidence against lineage
Viewing the properties in question as evidence separation—that is, against the hypothesis of
of lin-eage separation has additional separate species. When consid-ering only the
consequences. One is that any evidence of lineage properties in question, only the absence of all of
separation is sufficient to in-fer the existence of those properties should be considered evidence
separate species (compare Mayden, 1999). To the against the hypothesis that two (or more) sets of
extent that the possession (by a set of popu- popula-tions represent different species, but even
lations) of even a single relevant property this is negative evidence. On the other hand, it
provides such evidence, it may be considered would seem to go with-out saying that recognizing
a species is inappropriate in the absence of any
evidence for the existence of a species. This is not
positive evidence for its existence.
to say that the properties are in-fallible; on the
contrary, any line of evidence can be mis-leading
if interpreted inappropriately. For example, the
existence of separate species is commonly
inferred from reciprocal monophyly of the alleles
at a given locus in allopartically or parapatrically
distributed sets of popu-lations (e.g., Moritz,
1994; Avise and Wollenberg, 1997). However, if
the locus is maternally inherited, as in the case of
mitochondrial DNA, then a pattern of recipro-cal
monophyly can also result from low dispersal dis-
tances of females even when autosomal and
paternally inherited genes are being exchanged
regularly between the same sets of populations
(e.g., Irwin, 2002). In other words, two or more
species might be inferred from such data even
though the populations in question form a sin-gle
metapopulation lineage. Thus, the point is not that
the presence of a single property guarantees that a
set of populations possessing that property
represents a sepa-rate lineage (i.e., a species) but
only that the presence of a single property
constitutes evidence (which is always fallible)
supporting that hypothesis.
On the other hand, the absence of any one or
more of the properties in question does not
A corroborated hy-pothesis of lineage separation monophyly, and the like are cer-tainly relevant to
lth (i.e., of the existence of separate species) requires the issue of lineage separation, many of them
ou multiple lines of evidence. In general, the farther represent somewhat artificial cutoffs in the con-
gh along lineages are in the process of divergence, tinuous process of divergence. Moreover, most of
pre the larger the number of differences they can be these properties are not very useful for detecting
sen expected to have acquired relative to one another, lineage sep-aration in the early stages of
ce and therefore the easier it should be to find divergence. In this context, the development of
of evidence of separation. Conversely, the earlier new methods to test hypotheses of lineage
a lineages are in the process of divergence, the separation that are no longer based on the tra-
sin more difficult it should be to find evidence of ditional species criteria represents significant
gle separation. In any case, multiple lines of evidence progress. For example, consider new methods for
pro —that is, the possession of several proper-ties species delimi-tation being developed in the
per that arise during lineage divergence—result in context of coalescent the-ory (e.g., Knowles and
ty more highly corroborated hypotheses of lineage Carstens, 2007). These methods use information
pro separation, and thus of the existence of different from gene trees, which is the same sort of
species. This point may seem obvious, and some information that is commonly used to assess
vid
people have been using multiple lines of evidence mono-phyly under monophyletic and genealogical
es
for years. Nonetheless, the ex-istence of rival versions of the so-called phylogenetic species
evi
species concepts has worked against these efforts concept. However, in the case of these new
-
coalescent-based methods, mono-phyly is not the
de by effectively asking people to choose a preferred
focus. In fact, the methods in question can provide
nc (single) operational criterion.
evidence for lineage separation even when none of
e the sampled loci exhibits monophyly within the
for sets of populations under consideration (Knowles
Alternatives to the Traditional
lin and Carstens, 2007).
Properties
ea Other new methods relevant to species
ge Among the most important consequences of
delimitation make more direct use of geographic
sep adopting a unified species concept is that, by
information than under traditional approaches.
ara emphasizing sep-arately evolving lineages over
Geographic information is crucial because nearly
tio contingent properties of those lineages, it
all species exhibit geographic variation, and it is
n, encourages biologists to shift their at-tention possible for larger differences to exist between
a away from the traditional species criteria and de- populations within the same old and geographi-
hig velop new methods for species delimitation. cally widespread species than between populations
hly Although properties such as intrinsic reproductive from different but recently separated species (de
isolation, diag-nosability, (reciprocal) Queiroz and
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