Myology and Serology of the Avian Family Fringillidae: A Taxonomic Study

by William B. Stallcup

General Statement

The application of serological techniques to the problems of animal relationships has been attempted with varying degrees of success over a period of approximately fifty years. Few of the earlier studies were of a quantitative nature, but within the past decade, satisfactory quantitative serological techniques have been developed whereby taxonomic relationships may be estimated. The usefulness of comparative serology in taxonomy has been demonstrated in investigations of many groups wherein results obtained have, in most instances, been compatible with the results obtained by more conventional methods, such as comparative morphology. As Boyden (1942:141) stated, "comparative serology ... is no simple guide to animal relationship." However, the objectiveness of its methods, the fact that it has its basis in the comparisons of biochemical systems which seem to be relatively slow to change in response to external environmental influences, and the fact that the results are of quantitative nature favor, where possible, the inclusion of data from comparative serology along with that from more conventional sources when an attempt is made to determine the relationships of groups of animals.

The application of serological methods in ornithology has not been extensive. Irwin and Cole (1936) and Cumley and Irwin (1941, 1944) used two species of doves and their hybrids and demonstrated that a distinction between the red cells of these birds could be made by use of immunological methods involving the agglutinin reaction. McGibbon (1945) was able to distinguish the red cells of interspecific hybrids in ducks by similar methods. Irwin (1953) used similar techniques in his study of the evolutionary patterns of some antigenic substances of the blood cells of birds of the Family Columbidae. Sasaki (1928) demonstrated the usefulness of the precipitin technique in distinguishing species of ducks and their hybrids. This technique was used successfully also by DeFalco (1942) and by Martin and Leone (1952). Working with groups of known relationships, these investigators showed that the "accepted" systematic positions of certain birds were confirmed by serological procedures. The precipitin reaction, however, has never been applied to actual problems in avian taxonomy prior to the present study.

Preparation of Antigens

Although most previous work in comparative serology in which precipitin tests were used has involved the use of whole sera as antigens, Martin and Leone (1952) indicated that tissue extracts are satisfactory as antigens and that serological differentiation can be obtained with these extracts and the antisera to them. I decided, therefore, to use such extracts in these investigations, since the small sizes of the birds to be tested made it impracticable to obtain enough whole sera.

Most of the birds used were obtained by shooting, but a few were trapped and the exotic species were purchased alive from a pet dealer. When a bird was killed, the entire digestive tract was carefully removed to prevent the escape of digestive enzymes into the tissues and to prevent putrefaction by action of intestinal bacteria. As soon as possible (and within three hours in every instance) the bird was skinned, the head, wings, and legs were removed, and the body was frozen. Each specimen, consisting of trunk, heart, lungs, and kidneys, was wrapped separately and carefully in aluminum foil to prevent dehydration of the tissues. The specimens were kept frozen until the time when the extracts were made.

When an extract was to be prepared, the specimen was allowed to thaw but not to become warm. In the cold room with the temperature of all equipment and reagents at 2°C., the specimen was placed in a Waring blender with 0.9 per cent aqueous solution of NaCl buffered with M/150 K₂HPO₄ and M/150 Na₂HPO₄ to a pH of 7.0. The amount of reagent used was 75 ml. of saline for each gram of tissue to be extracted. The tissues were minced in the blender, allowed to stand at 2°C. for 72 hours, and the tissue residues removed by centrifugation in a refrigerated centrifuge. Formalin was added to a portion of the supernatant in the amount necessary to make the final dilution 0.4 per cent. This formolization was found to be necessary to inhibit the action of autolytic enzymes over the period of time required to complete the investigations. The effects of formolization on the antigenicity and reactivity of proteins are discussed later. It was necessary to sterilize and clarify the "native" (unformolized) extracts; this was done by filtration through a Seitz filter. These "native" substances were used only in the early stages of the investigation (see below). The filtrate was bottled and stored at 2°C. In the early stages of this investigation clarification of the formolized extract was accomplished by the same sort of filtration. It was determined, however, that centrifugation in a refrigerated centrifuge at high speeds (17,000g) served the same purpose and was quicker. The formolized extracts were bottled and also stored at 2°C. (although refrigerated storage of the formolized extracts does not seem necessary). For each extract the amount of protein present was determined colorimetrically by the method of Greenberg (1929) with a Leitz Photrometer.

Species for which extracts were prepared and the protein values of the extracts are listed in Table[ 1]. Extracts of some species were used throughout most of the experiment; extracts of others were used only when needed for purposes of comparison.