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The utility of song and morphological characters in delineating ...

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Type verificationOecanthus rufescens.—Lectotype, 1 ♀ (Museum National d’HistoireNaturelle, Paris, France). Male miss<strong>in</strong>g (L. Desutter Gr<strong>and</strong>colas, pers.comm.); <strong>morphological</strong> description matches that <strong>of</strong> the AustralianO. rufescens (Otte & Alex<strong>and</strong>er 1983) <strong>and</strong> so do all <strong>song</strong> featuresexcept the syllable repetition rate, which is higher <strong>in</strong> our species.<strong>The</strong> assignment <strong>of</strong> the O. rufescens <strong>in</strong> the current study (locality:Bangalore) to the same species as the Australian O. rufescens (Otte& Alex<strong>and</strong>er 1983) must be regarded as tentative (L. Desutter-Gr<strong>and</strong>colas, pers. comm.).Oecanthus <strong>in</strong>dicus: <strong>The</strong> specimens <strong>in</strong> the current study were comparedaga<strong>in</strong>st paratypes <strong>and</strong> fit the orig<strong>in</strong>al species description (L.Desutter Gr<strong>and</strong>colas, Museum National d’Histoire naturelle, Paris,France: pers. comm.).Oecanthus bil<strong>in</strong>eatus: Verified aga<strong>in</strong>st paratype specimens (ForestResearch Institute, Dehra Dun, India) orig<strong>in</strong>ally designated by L.Chopard. Courtesy: Sudhir S<strong>in</strong>gh, FRI, Dehra Dun.Oecanthus henryi: Type specimens could not be traced at the NationalMuseum <strong>of</strong> Natural History, Colombo, Sri Lanka <strong>and</strong> are possiblymiss<strong>in</strong>g. Location <strong>of</strong> any other designated paratypes is not specified<strong>in</strong> the orig<strong>in</strong>al descriptions (S<strong>and</strong>rasagara 1954, Chopard 1969).Specimens used <strong>in</strong> the study fit the species description (Chopard1969).Statistical analysisMorphological <strong>characters</strong>.— Multivariate analysis was performed separatelyfor qualitative <strong>and</strong> quantitative <strong>morphological</strong> <strong>characters</strong>. Formultivariate analysis us<strong>in</strong>g qualitative <strong>characters</strong>, the states <strong>of</strong> eachcharacter were given <strong>in</strong>teger codes (0, 1, 2, 3.. .n) depend<strong>in</strong>g onthe number <strong>of</strong> character states. <strong>The</strong>se values were not st<strong>and</strong>ardizeds<strong>in</strong>ce all <strong>characters</strong> were coded as <strong>in</strong>tegers. A dissimilarity matrixwas then calculated from these data for use <strong>in</strong> further analysis. Forquantitative <strong>morphological</strong> <strong>characters</strong>, the values <strong>of</strong> each <strong>of</strong> the42 <strong>characters</strong> were st<strong>and</strong>ardized by subtract<strong>in</strong>g the mean value<strong>and</strong> divid<strong>in</strong>g by the st<strong>and</strong>ard deviation for each character (Manly1986). A Euclidean distance matrix was then calculated from thesest<strong>and</strong>ardized variables for use <strong>in</strong> further analysis.Song <strong>characters</strong>.— <strong>The</strong> <strong>song</strong> <strong>characters</strong> used <strong>in</strong> the multivariate analyses<strong>in</strong>cluded the mean fundamental frequency, mean call duration,mean call repetition rate <strong>and</strong> mean syllable repetition rate (meansrefer to the mean values for an <strong>in</strong>dividual). Each character was subjectedto l<strong>in</strong>ear regression analysis to check for any significant effect<strong>of</strong> temperature. This was carried out for 3 <strong>of</strong> the 4 species (exclud<strong>in</strong>gO. bil<strong>in</strong>eatus). <strong>The</strong> values <strong>of</strong> all <strong>song</strong> <strong>characters</strong> that showed significanttemperature effects were regressed to 22° C (the temperature atwhich most <strong>of</strong> the <strong>song</strong> record<strong>in</strong>gs <strong>of</strong> O. bil<strong>in</strong>eatus were obta<strong>in</strong>ed)<strong>and</strong> then used for the multivariate analysis. Song <strong>characters</strong> wereanalysed <strong>in</strong> the same way as quantitative <strong>morphological</strong> <strong>characters</strong>for calculat<strong>in</strong>g the Euclidean distance matrix.Each <strong>of</strong> the 3 sets <strong>of</strong> <strong>characters</strong>, namely <strong>morphological</strong> qualitative,<strong>morphological</strong> quantitative <strong>and</strong> <strong>song</strong>, was subjected to analysesus<strong>in</strong>g 2 methods: hierarchical cluster<strong>in</strong>g (UPGMA: Sneath & Sokal1973) <strong>and</strong> an ord<strong>in</strong>ation technique (non-metric multi-dimensionalscal<strong>in</strong>g, Manly 1986). Statistical analyses were carried out us<strong>in</strong>gStatistica (1999, Stats<strong>of</strong>t Inc., USA) s<strong>of</strong>tware.METRANI AND BALAKRISHNAN 7JOURNAL OF ORTHOPTERA RESEARCH 2005, 14(1)Analysis was carried out <strong>in</strong> 4 steps for each data set:1) Cluster<strong>in</strong>g <strong>and</strong> ord<strong>in</strong>ation (2-D MDS) to obta<strong>in</strong> the graphicalrepresentation <strong>of</strong> the distances between <strong>in</strong>dividuals <strong>in</strong> terms <strong>of</strong>phenetic similarity.2) <strong>The</strong> evaluation <strong>of</strong> the fidelity <strong>of</strong> the cluster<strong>in</strong>g <strong>and</strong> ord<strong>in</strong>ationalgorithms <strong>in</strong> represent<strong>in</strong>g the orig<strong>in</strong>al distance matrix, us<strong>in</strong>g themethod <strong>of</strong> co-phenetic correlations (Sneath & Sokal 1973).3) <strong>The</strong> evaluation <strong>of</strong> the efficacy <strong>of</strong> the cluster<strong>in</strong>g <strong>and</strong> ord<strong>in</strong>ationalgorithms <strong>in</strong> delimit<strong>in</strong>g species, us<strong>in</strong>g <strong>in</strong>ternal allocation.4) <strong>The</strong> evaluation <strong>of</strong> the validity <strong>of</strong> the clusters <strong>and</strong> ord<strong>in</strong>ations<strong>in</strong> terms <strong>of</strong> identify<strong>in</strong>g new specimens correctly (externalallocation).Cophenetic correlations: <strong>The</strong> m<strong>in</strong>imum distance between all pairs<strong>of</strong> <strong>in</strong>dividuals <strong>in</strong> the cluster or ord<strong>in</strong>ation was calculated to generatea cophenetic matrix. A Pearson correlation coefficient (r cs) wascalculated between the values <strong>of</strong> the orig<strong>in</strong>al distance matrix <strong>and</strong>the correspond<strong>in</strong>g values for the cophenetic matrix, provid<strong>in</strong>g ameasure <strong>of</strong> the similarity between the cluster or ord<strong>in</strong>ation <strong>and</strong>the orig<strong>in</strong>al distance matrix. <strong>The</strong> similarity between 2 clusters orord<strong>in</strong>ations (r c1c2) was also evaluated us<strong>in</strong>g the Pearson correlationcoefficient between the cophenetic matrices derived from the 2clusters or ord<strong>in</strong>ations (Sneath & Sokal 1973).Internal allocation <strong>of</strong> each <strong>of</strong> the 40 <strong>in</strong>dividuals to one <strong>of</strong> the 4species was carried out <strong>in</strong> the follow<strong>in</strong>g manner: the centroid, def<strong>in</strong>edas the <strong>in</strong>dividual possess<strong>in</strong>g the mean value <strong>of</strong> all measured<strong>characters</strong> (or modal value <strong>in</strong> the case <strong>of</strong> qualitative <strong>morphological</strong><strong>characters</strong>), was specified for each species <strong>in</strong> the orig<strong>in</strong>al data matrix,<strong>and</strong> <strong>in</strong>cluded <strong>in</strong> the cluster<strong>in</strong>g or ord<strong>in</strong>ation analysis. <strong>The</strong> centroid<strong>of</strong> each species was thus assigned a particular po<strong>in</strong>t <strong>in</strong> space <strong>in</strong>the resultant cluster or ord<strong>in</strong>ation. <strong>The</strong> Euclidean distance <strong>of</strong> each<strong>in</strong>dividual was then calculated to the centroids <strong>of</strong> each <strong>of</strong> the 4 species<strong>in</strong> the cluster or ord<strong>in</strong>ation, <strong>and</strong> the <strong>in</strong>dividual was assigned tothe species to whose centroid its distance was m<strong>in</strong>imum. S<strong>in</strong>ce thespecies identity <strong>of</strong> each <strong>of</strong> the <strong>in</strong>dividuals was known beforeh<strong>and</strong>, itwas possible to evaluate the accuracy <strong>of</strong> <strong>in</strong>ternal allocation for each<strong>of</strong> the 4 species (as the number correctly assigned out <strong>of</strong> 10).External allocation was carried out us<strong>in</strong>g new specimens (or<strong>song</strong>s) that had not been used to construct the clusters or ord<strong>in</strong>ations.Allocation was carried out on one specimen at a time <strong>in</strong> thefollow<strong>in</strong>g manner: the specimen to be allocated was <strong>in</strong>cluded <strong>in</strong>the distance matrix (but the values <strong>of</strong> its <strong>characters</strong> were not usedto calculate the centroid <strong>of</strong> its species) <strong>and</strong> the cluster or ord<strong>in</strong>ationanalysis was re-run to <strong>in</strong>clude the new specimen. <strong>The</strong> distance <strong>of</strong>this specimen from the centroids <strong>of</strong> each <strong>of</strong> the 4 species was thencalculated as described above, <strong>and</strong> the specimen allocated to thespecies to whose centroid its distance was the m<strong>in</strong>imum. Aga<strong>in</strong>,s<strong>in</strong>ce the species identity <strong>of</strong> the new specimen was known, it waspossible to evaluate the accuracy <strong>of</strong> external allocation for eachspecies. External allocation was carried out for all species exceptO. bil<strong>in</strong>eatus, for which the sample size was too small. <strong>The</strong> entireanalysis, <strong>in</strong>clud<strong>in</strong>g <strong>in</strong>ternal <strong>and</strong> external allocation, was carried outexclusively on male specimens.ResultsExternal <strong>morphological</strong> features <strong>of</strong> the 4 Oecanthus speciesIn this section, we provide a detailed <strong>and</strong> exhaustive description<strong>of</strong> the morphology <strong>of</strong> O. henryi, O. <strong>in</strong>dicus, O. rufescens <strong>and</strong> O.bil<strong>in</strong>eatus, extend<strong>in</strong>g previous observations (Chopard 1969, Otte &Alex<strong>and</strong>er 1983). <strong>The</strong> major dist<strong>in</strong>guish<strong>in</strong>g features (from previ-

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