<?xml-model href='http://www.tei-c.org/release/xml/tei/custom/schema/relaxng/tei_all.rng' schematypens='http://relaxng.org/ns/structure/1.0'?><TEI xmlns="http://www.tei-c.org/ns/1.0">
	<teiHeader>
		<fileDesc>
			<titleStmt><title level='a'>Untangling cryptic diversity in the High Andes: Revision of the Scytalopus [magellanicus] complex (Rhinocryptidae) in Peru reveals three new species</title></titleStmt>
			<publicationStmt>
				<publisher></publisher>
				<date>04/01/2020</date>
			</publicationStmt>
			<sourceDesc>
				<bibl> 
					<idno type="par_id">10183933</idno>
					<idno type="doi">10.1093/auk/ukaa003</idno>
					<title level='j'>The Auk</title>
<idno>0004-8038</idno>
<biblScope unit="volume">137</biblScope>
<biblScope unit="issue">2</biblScope>					

					<author>Niels K Krabbe</author><author>Thomas S Schulenberg</author><author>Peter A Hosner</author><author>Kenneth V Rosenberg</author><author>Tristan J Davis</author><author>Gary H Rosenberg</author><author>Daniel F Lane</author><author>Michael J Andersen</author><author>Mark B Robbins</author><author>Carlos Daniel Cadena</author><author>Thomas Valqui</author><author>Jessie F Salter</author><author>Andrew J Spencer</author><author>Fernando Angulo</author><author>Jon Fjeldså</author>
				</bibl>
			</sourceDesc>
		</fileDesc>
		<profileDesc>
			<abstract><ab><![CDATA[Abstract            Tropical mountains feature marked species turnover along elevational gradients and across complex topography, resulting in great concentrations of avian biodiversity. In these landscapes, particularly among morphologically conserved and difficult to observe avian groups, species limits still require clarification. One such lineage is Scytalopus tapaculos, which are among the morphologically most conserved birds. Attention to their distinctive vocal repertoires and phylogenetic relationships has resulted in a proliferation of newly identified species, many of which are restricted range endemics. Here, we present a revised taxonomy and identify species limits among high-elevation populations of Scytalopus tapaculos inhabiting the Peruvian Andes. We employ an integrated framework using a combination of vocal information, mitochondrial DNA sequences, and appearance, gathered from our own fieldwork over the past 40 yr and supplemented with community-shared birdsong archives and museum specimens. We describe 3 new species endemic to Peru. Within all 3 of these species there is genetic differentiation, which in 2 species is mirrored by subtle geographic plumage and vocal variation. In a fourth species, Scytalopus schulenbergi, we document deep genetic divergence and plumage differences despite overall vocal similarity. We further propose that an extralimital taxon, Scytalopus opacus androstictus, be elevated to species rank, based on a diagnostic vocal character. Our results demonstrate that basic exploration and descriptive work using diverse data sources continues to identify new species of birds, particularly in tropical environs.]]></ab></abstract>
		</profileDesc>
	</teiHeader>
	<text><body xmlns="http://www.tei-c.org/ns/1.0" xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" xmlns:xlink="http://www.w3.org/1999/xlink">
<div xmlns="http://www.tei-c.org/ns/1.0"><head>Desentra&#241;ando la diversidad cr&#237;ptica altoandina: revisi&#243;n de Scytalopus [magellanicus] (Rhinocryptidae) en Per&#250; revela tres nuevas especies RESUMEN</head><p>Las zonas monta&#241;osas tropicales se caracterizan por un alto grado de reemplazo de especies a trav&#233;s de gradientes altitudinales y de topograf&#237;as complejas, lo cual se manifiesta en una alta concentraci&#243;n de diversidad aviar. En estos paisajes, particularmente en grupos aviares con morfolog&#237;a conservada y dif&#237;ciles de observar, los l&#237;mites entre especies a&#250;n requieren ser aclarados. Uno de estos linajes es el g&#233;nero Scytalopus, que re&#250;ne a algunas de las aves con morfolog&#237;a m&#225;s conservada. Estudios enfocados en las diferencias en repertorio vocal y relaciones filogen&#233;ticas han conducido a una proliferaci&#243;n de descripciones de especies nuevas, muchas de las cuales son end&#233;micas con distribuciones muy restringidas. Presentamos una revisi&#243;n taxon&#243;mica e identificamos l&#237;mites de especies entre poblaciones de Scytalopus de grandes elevaciones de los Andes peruanos. Empleamos un enfoque integrado que combina informaci&#243;n de vocalizaciones, de secuencias de ADN mitocondrial y de caracteres del plumaje.</p></div>
<div xmlns="http://www.tei-c.org/ns/1.0"><head>INTRODUCTION</head><p>The tropical Andes of South America are renowned for their high avian species richness. More so than anywhere else on Earth, this region has continued to be a reliable source of newly described bird taxa <ref type="bibr">(Brewer 2018)</ref>. Avian richness in the Andes is attributed to complex montane topography resulting in high species turnover. Such turnover is produced and maintained via 2 phenomena: (1) elevational replacement, whereby species occupy elevational zones with habitat bands dictated by temperature and precipitation gradients <ref type="bibr">(Terborgh 1977</ref><ref type="bibr">, Rahbek 1997)</ref>; and</p><p>(2) allopatric replacement, whereby closely related species occupying similar elevations are isolated from one another by geographic barriers (e.g., <ref type="bibr">Chapman 1926</ref><ref type="bibr">, Remsen 1984</ref><ref type="bibr">, Graves 1985</ref><ref type="bibr">, 1988)</ref>.</p><p>In the Neotropics, perhaps no avian group exemplifies species turnover more than tapaculos in the genus Scytalopus, which inhabit forest understory and shrubby alpine habitats. All species skulk in dense vegetation, are poor fliers, and are reluctant to cross habitat gaps, making them unusually poor dispersers prone to population isolation. They inhabit mountains and foothills in Central America and the Atlantic Forest, but their diversity is greatest in the Andes. Along much of the humid Amazonian slopes of the Andes and parts of the humid Pacific slope of Colombia and Ecuador, multiple species replace each other elevationally with little or no local overlap <ref type="bibr">(Cadena and C&#233;spedes 2020)</ref>. Elsewhere, such as in Bolivia, Venezuela, and parts of western Ecuador and Peru, there are fewer species and their elevational ranges are broader. That as many as 6 species can replace each other elevationally along the Amazonian slope in central Peru was shown by the discovery of Scytalopus gettyae <ref type="bibr">(Hosner et al. 2013)</ref>, together with later evidence (xeno-canto.org; XC229596) that S. parvirostris occurs rarely or locally on the same slope. Otherwise, species replacement occurs geographically across topographic barriers, most often deep, dry valleys <ref type="bibr">(Arctander and</ref><ref type="bibr">Fjelds&#229; 1994, Cadena and</ref><ref type="bibr">C&#233;spedes 2020)</ref>.</p><p>Tapaculo species are morphologically so conserved that many individuals are not reliably identified by external appearance alone <ref type="bibr">(Krabbe and Schulenberg 1997)</ref>. A few uniformly blackish species notwithstanding, most are overall grayish in plumage with rufous-and-black barring on the flanks and tail. In addition to the lack of diversity in adult plumages, many species seem to proceed through a prolonged (but poorly understood or documented) series of molts before reaching definitive plumage, rendering species identification solely on plumage characters even more difficult. Some taxa have distinctive white markings on the head or wings, but these markings are individually variable and are lacking in some individuals <ref type="bibr">(Krabbe and</ref><ref type="bibr">Schulenberg 2003, Krabbe and</ref><ref type="bibr">Cadena 2010)</ref>. As is typical of cryptically plumaged birds, they are most often detected and identified by their vocalizations.</p><p>Morphological homogeneity combined with fine-scale endemism and remote distributions have produced a gross underestimation of Scytalopus species, as well as a confused taxonomic history <ref type="bibr">(Zimmer 1939</ref><ref type="bibr">, Krabbe and Schulenberg 1997</ref><ref type="bibr">, Cadena et al. 2020)</ref>. Increases in numbers of recognized species are attributable to precise attention to elevational replacements of populations that differ in vocalizations <ref type="bibr">(Fjelds&#229; and Krabbe 1990</ref><ref type="bibr">, Whitney 1994</ref><ref type="bibr">, Krabbe and Schulenberg 1997)</ref> and to fine-scale geographical comparisons of genetics and voice (e.g., <ref type="bibr">Cuervo et al. 2005</ref><ref type="bibr">, Maur&#237;cio et al. 2008)</ref>. The basis for these revisions are museum specimens conscientiously collected with voucher audio recordings so that plumage, voice, and genetics can all be tied to specific populations with confidence. As a result, recognized species diversity has risen dramatically from 10 <ref type="bibr">(Peters 1951)</ref> to 44 <ref type="bibr">(Gill and</ref><ref type="bibr">Donsker 2019, Remsen et al. 2019)</ref>. Nevertheless, because of the limited in-depth work done to date with all data components needed for precise analysis, the true diversity within Scytalopus surely remains underestimated.</p><p>During his extensive Scytalopus revisions, <ref type="bibr">Zimmer (1939)</ref> first realized that small-bodied tapaculo populations occupying the highest Andean elevations formed a cohesive group, hereafter referred to as "S. [magellanicus]". He consolidated these taxa, previously recognized as separate species <ref type="bibr">(Chapman 1915, Cory and</ref><ref type="bibr">Hellmayr 1924)</ref>, and described additional geographic variants <ref type="bibr">(Zimmer 1939</ref><ref type="bibr">(Zimmer , 1941))</ref>. As such, S. [magellanicus] constituted a polytypic species spanning the length of the Andes from Colombia to Tierra del Fuego. Zimmer's S. <ref type="bibr">[magellanicus]</ref> group has been largely supported by molecular study, although most forms are now ranked as species (Krabbe and Schulenberg</p></div>
<div xmlns="http://www.tei-c.org/ns/1.0"><head>METHODS</head></div>
<div xmlns="http://www.tei-c.org/ns/1.0"><head>Fieldwork and Study Sites</head><p>The fieldwork was carried out through large parts of the central Peruvian Andes between 1978 and 2018. Details on study sites, dates, and individual authors' participations are given in Appendix C.</p></div>
<div xmlns="http://www.tei-c.org/ns/1.0"><head>Vocal Comparisons</head><p>We downloaded sound recordings from throughout Peru from Macaulay Library (ML; www.macaulaylibrary. org) and xeno-canto (XC; www.xeno-canto.org), and supplemented these with a few uncatalogued recordings (Appendix B). We produced sonograms (spectrograms and oscillograms) and quantified vocal characteristics using CoolEditPro (Syntrillium Software, Scottsdale, AZ, USA).</p><p>The songs of members of S.</p><p>[magellanicus] are almost as diverse as those across the remainder of the genus, ranging from repeated simple single notes or phrases to accelerating or decelerating, rising or falling phrases, rapid trills, and more complex, rhythmic phrases with several types of notes. Some species, including fuscus, schulenbergi, and heretofore unnamed birds from Apur&#237;mac and Ayacucho, have 2 song types: one given more often (primary song), the other given less frequently (secondary song). Excluding the distinctive songs of S. opacus, and S. schulenbergi, primary or secondary S.</p><p>[magellanicus] songs throughout Peru are composed of series of stereotyped, regularly repeated phrases that we refer to as "churrs".</p><p>Within the greater part of each churr, the pitch rapidly oscillates between a high and low frequency at constant pace. We define each high-low-high or low-high-low oscillation as a "stroke" ("down-up-stroke" or "up-downstroke"). Churrs vary markedly in their metrics across S. <ref type="bibr">[magellanicus]</ref>. Specifically, we quantified 5 variables (Figure <ref type="figure">3</ref>): churr pace (number of churrs per second), churr duration (not including pauses between churrs), number of strokes per churr (including irregular strokes), pace of strokes (excluding irregular introductory or terminal strokes), and frequency at maximum volume (kHz). The primary song of Scytalopus [magellanicus] populations inhabiting Ayacucho and Apur&#237;mac is composed of a repeated simple downstroke. For these single-noted songs we measured the pace of notes, note duration (from the beginning to the end of a note), and frequency at maximum volume (kHz). For churr songs and single-noted songs, we separately performed principal components analysis to assess whether taxa occupy unique areas of multivariate space using the native prcomp function in R 3.5 (R Core Team 2013). Scytalopus opacus and S. schulenbergi were not included in these quantifications because their songs are structured differently. </p></div>
<div xmlns="http://www.tei-c.org/ns/1.0"><head>Morphological Comparisons</head><p>We performed visual assessments of plumage and took morphological measurements from Scytalopus [magellanicus] specimens from central and southern Peru (Appendix A). DFL took additional measurements (bill depth) from many of the same specimens as well as from some material in AMNH and USNM. Most specimens were gathered together for assessment at LSUMZ, but a few specimens were reviewed and measured separately by PAH and MBR. We measured wing (flat), tail, tarsus, and bill (from distal edge of the operculum to tip and depth at base). In addition to comparing measurements individually, we also performed principal components analysis to determine if taxa occupy unique areas of multivariate space using the prcomp function in R 3.5 (R Core Team 2013). We described plumage coloration using Munsell Soil Color Charts <ref type="bibr">(1994,</ref><ref type="bibr">2000)</ref>.</p></div>
<div xmlns="http://www.tei-c.org/ns/1.0"><head>Molecular Identification and Phylogeny</head><p>A comprehensive Scytalopus phylogeny based on mitochondrial NADH dehydrogenase 2 (ND2), ultraconserved elements (UCEs), and exon sequences was recently completed by <ref type="bibr">Cadena et al. (2020)</ref>. We sequenced 16 older Scytalopus specimens lacking vocal data, including the holotype of S. altirostiris (ANSP 115273 from Atu&#233;n, Amazonas), and we obtained ND2 sequences using methods designed for UCE capture and sequencing, to confirm their identities by comparison with the <ref type="bibr">Cadena et al. (2020)</ref> reference database. Briefly, we sampled dried tissue from specimen toepads and prepared them for sequence capture and Illumina sequencing following <ref type="bibr">Salter et al. (2019)</ref>. From demultiplexed samples, we quality-controlled reads using Trimmomatic <ref type="bibr">(Bolger et al. 2014</ref>) default settings, and then readmapped to putative conspecific Scytalopus ND2 sequences in Geneious 6 <ref type="bibr">(Kearse et al. 2012)</ref>. Following readmapping, we checked sequence quality manually and extracted consensus ND2 sequences. Nine of these 16 specimens were confirmed to be S.</p><p>[magellanicus] sequences (GenBank accession numbers MN729326-34), and were added to the 56 individuals previously sequenced <ref type="bibr">(Cadena et al. 2020)</ref> along with 2 outgroup species (S. acutirostris, S. diamantinensis), totaling 66 sequences. This alignment represented all named taxa in S.</p><p>[magellanicus] as well as unassigned populations from central Peru. From the new combined dataset, we inferred a ND2 genealogy using maximum likelihood <ref type="bibr">(ML, RAxML, Stamatakis et al. 2014)</ref> and Bayesian (BEAST 2.2, <ref type="bibr">Bouckaert et al. 2014)</ref> methods. Testing for sequence model fit in partitionFinder 2. <ref type="bibr">1.1 (Guidon et al. 2010</ref><ref type="bibr">, Lanfear et al. 2012</ref><ref type="bibr">, 2016)</ref> considering all BEAST models, the AIC c criterion, and the greedy search scheme identified the HKY+I+G, TRN+I+G, and GTR+I+G models for each codon position, respectively. However, in RAxML, we instead implemented an ML search and 1,000 rapid bootstraps using the GTR+ &#915; model for each codon as recommended by the program authors; see also <ref type="bibr">Abadi et al. (2019)</ref>. For BEAST, we implemented 2 independent Markov chain Monte Carlo (MCMC) chains of 10 million generations, sampled every 10,000 generations, and chose a Birth-death tree prior. Preliminary MCMC runs using partitionFinder-identified sequence evolution models and an uncorrelated lognormal relaxed clock did not converge, suggesting overparameterization. For subsequent MCMC runs, we instead chose simpler HKY+I (1st-2nd positions) or HKY+&#915; (3rd position) substitution models and a strict molecular clock <ref type="bibr">(Ho and Duch&#234;ne 2014)</ref>. We assessed parameter stationarity with Tracer 1.7 <ref type="bibr">(Rambaut et al. 2018)</ref>, and ensured that effective sample sizes for all parameters were greater than 200. After discarding the first 25% as burn-in, posterior trees were summarized as a maximum clade credibility tree with TreeAnnotator 2.2 <ref type="bibr">(Bouckaert et al. 2014)</ref>.</p></div>
<div xmlns="http://www.tei-c.org/ns/1.0"><head>Taxonomy</head><p>We rank populations of Scytalopus as species when cumulative evidence supports that they are diagnosable, independently evolving lineages (de Queiroz 2007), which are likely reproductively isolated from each other. In practice, we apply information from vocal behavior, genetics, and morphology to assess whether populations consistently fulfill expectations characteristic of currently recognized Scytalopus species under different species concepts; more fulfilled criteria produce stronger and more comprehensive arguments for species rank. (1) Populations are found in sympatry or parapatry along elevational gradients without evidence of interbreeding, thus maintaining their integrity because of reproductive isolation <ref type="bibr">(Mayr 1942)</ref>. ( <ref type="formula">2</ref>) Populations are vocally diagnosable. Contra <ref type="bibr">Krabbe and</ref><ref type="bibr">Schulenberg (1997, 2003)</ref>, who considered only vocal differences in song, we follow the broader approach by <ref type="bibr">Whitney et al. (2010)</ref> by also including diagnostic calls. (3) Populations are genetically distinct, as inferred by phylogenetic analysis of available genetic data revealing reciprocal monophyly. We expect that populations are more likely to be species if they have maintained DNA sequence divergence from other similar populations, but we apply no operational thresholds for recognizing species. (4) Populations are morphologically diagnosable. Many universally accepted Scytalopus species fail to fulfill this expectation, but we include it for cases of morphological distinctness. Here, we rank populations as species if they fulfill at least criterion 1, or the union of criteria 2 and 3, resulting in taxonomic decisions broadly consistent with those already in place for Scytalopus, as for example with recognition of Diamantina Tapaculo Scytalopus diamantinensis, which is diagnosable genetically and by call, but essentially identical in adult plumage, and similar in song, to the allopatric Planalto Tapaculo Scytalopus pachecoi <ref type="bibr">(Gill and</ref><ref type="bibr">Donsker 2019, Remsen et al. 2019)</ref>.</p></div>
<div xmlns="http://www.tei-c.org/ns/1.0"><head>RESULTS</head></div>
<div xmlns="http://www.tei-c.org/ns/1.0"><head>Systematic Relationships</head><p>Bioacoustic, phylogenetic, and to some extent morphological data demonstrate distinct geographical structure of Scytalopus [magellanicus] throughout Peru. We identified strongly supported mtDNA clades corresponding to currently recognized species S. opacus, S. altirostris, S. affinis, S. simonsi, and S. urubambae, and 3 unnamed lineages that are geographically circumscribed: 1 from Amazonas, San Mart&#237;n, and Hu&#225;nuco north of the R&#237;o Huallaga (northern); 1 from Hu&#225;nuco south of the R&#237;o Huallaga, Pasco, and Jun&#237;n (central); and 1 from Ayacucho and Apur&#237;mac (southern). Each of these clades was vocally diagnosable (Figures <ref type="figure">4</ref> and<ref type="figure">5</ref>, Table <ref type="table">1</ref>), and most were identifiable by adult male plumage characters and bill measurements (Tables <ref type="table">2</ref> and<ref type="table">3</ref>). One or more of the 5 vocal characters that varied among these taxa diagnosed all recognized species (S. altirostris, S. affinis, S. urubambae, S. simonsi) and unnamed populations with "churr" songs. Similarly, these species and unnamed populations generally occupied separate portions of churr song principal component analysis (PC)-space (Appendix Figure <ref type="figure">7</ref>).</p><p>Unexpectedly, we recovered no statistical support for the monophyly of S. schulenbergi because a S. schulenbergi specimen from Cusco was strongly divergent from specimens from Puno and La Paz, Bolivia. Consequently, analyses were unable to resolve ND2 relationships among S. schulenbergi   (Puno/La Paz), S. schulenbergi (Cusco), S. urubambae, and the southern unnamed population (Ayacucho and Apur&#237;mac). Our phylogenetic analysis revealed that the type specimen of S. altirostris from Atu&#233;n, Amazonas, Peru, grouped with a specimen referred to altirostris from Unchog, Hu&#225;nuco, and was only distantly related to a vocally distinct population also traditionally thought to represent altirostris and occurring in Amazonas, San Mart&#237;n, and Hu&#225;nuco north of the R&#237;o Huallaga <ref type="bibr">(Cadena et al. 2020)</ref>. The affinities of the S. altirostris type confirm that the latter population represents a third undescribed and unnamed taxon.</p><p>Each of the 3 unnamed populations fulfills criteria expected of Scytalopus species. They are each vocally diagnosable and have monophyletic mitochondrial sequences. The northern population (Amazonas, San Mart&#237;n, and Hu&#225;nuco north of the R&#237;o Huallaga) is identifiable by plumage characteristics and morphological measurements, and occurs locally in parapatry with S. altirostris. The central population is distinguishable from S. altirostris genetically and vocally but not in morphology or plumage. The southern population is also identifiable by plumage characteristics. We formally describe these 3 species here. </p></div>
<div xmlns="http://www.tei-c.org/ns/1.0"><head>Variation among Males</head><p>Two presumed subadult males (LSUMZ 74122 and 174042) are similar to the type except for having the crown and mantle dark brown; one also differs in having more extensive white on the primary coverts.</p></div>
<div xmlns="http://www.tei-c.org/ns/1.0"><head>Description of Female</head><p>Four females <ref type="bibr">(LSUMZ 88131,</ref><ref type="bibr">88137,</ref><ref type="bibr">88141,</ref><ref type="bibr">88143)</ref> are similar to males, but have smaller body mass and average lighter gray (N4-5/0) and yellowish brown (10YR5-6/6) in coloration; the brown and dusky bars of the flanks extend onto the lower belly, and the bill and feet are lighter.</p></div>
<div xmlns="http://www.tei-c.org/ns/1.0"><head>Vocalizations</head><p>Song (Figure <ref type="figure">4B</ref>) 2-16 s long (n = 3), a series of regularly repeated churrs given at a pace of 3.8-5.5 s -1 . Scytalopus krabbei has the fastest pace of any churred song in S.</p><p>[magellanicus] outside of S. canus and S. schulenbergi, which have differently structured songs. There is little or no overlap in song pace (4.6 &#177; 0.9) compared with its sister S. affinis (3.2 &#177; 0.5) or to the sympatric-but more distantly related-S. altirostris (2.1 &#177; 0.3) (Table <ref type="table">1</ref>). Churrs are composed of connected similar strokes that descend progressively in pitch, and have a distinctive rattling quality. In one recording (XC470184), the average pitch of churrs falls about 8 half notes during the first quarter of the song bout and then remains level, but in the 2 other recordings of song it remains level throughout. The scolding call (n = 6) is a distinctive 1 s long trill of 9-12 similar notes given at a pace of 10-13 s -1 with the loudest pitch at 3.2-3.9 kHz (Figure <ref type="figure">5B</ref>, panels 1-4).  </p></div>
<div xmlns="http://www.tei-c.org/ns/1.0"><head>Etymology</head><p>The modern knowledge of the systematics of Scytalopus, including recognition of a level of diversity in the genus that would have astounded earlier generations of ornithologists, is largely due to Niels K. Krabbe, through his careful and thorough research both in the field and in the collection.</p><p>Having himself contributed to the descriptions of no fewer than 7 new taxa of Scytalopus, we take great pleasure in taking the opportunity to name this new species in honor of our friend and colleague. The proposed English name refers to the small patch of white on the wing coverts, a feature-otherwise unusual in tapaculos-that is present on all known S. krabbei specimens.</p></div>
<div xmlns="http://www.tei-c.org/ns/1.0"><head>Remarks</head><p>Populations from Hu&#225;nuco and San Mart&#237;n/Amazonas are 4.3-4.4% divergent in ND2 sequence (pairwise uncorrected difference). No phenotypic variation appears to coincide with this divergence, but available specimens and recordings are limited. Audio recordists should target S. krabbei from throughout its distribution for further study. Scytalopus krabbei meets all 4 of our criteria for the recognition of a species, and clearly qualifies for recognition under any species concept. This species has been hiding in plain sight for decades. TSS assiduously collected Scytalopus during the entire Cordillera de Col&#225;n expedition (June-October 1978), at a time when species diversity in the genus was greatly underappreciated. No audio recordings were obtained during this expedition, so the entire Col&#225;n series has contributed little to revisions of Scytalopus that relied heavily on vocalizations (e.g., <ref type="bibr">Krabbe and Schulenberg 1997)</ref>. Nonetheless, it would have been reasonable to infer that specimens of S. [magellanicus] from Col&#225;n would represent S. altirostris, the type locality of which (Atu&#233;n) is a mere 140 km to the south-southeast. In 2002, DFL and TV encountered a S. [magellanicus] tapaculo at Cerro Patricia, a location southeast of Col&#225;n and north of Atu&#233;n, and obtained poor audio recordings. Again, it was easy to infer that the Cerro Patricia population was the same as that at both Col&#225;n and Atu&#233;n, although DFL was aware that the birds at Cerro Patricia had a different song than that attributed to S. altirostris from elsewhere in its range <ref type="bibr">(Schulenberg et al. 2010)</ref>. We turned greater attention to these birds when preliminary genetic data by CDC revealed that samples identified as S. altirostris from Cerro Patricia and from Bosque Unchog represented 2 divergent lineages <ref type="bibr">(Cadena et al. 2020</ref>). This surprising discovery set in motion 2 new avenues. Belated recognition that 2 taxa were involved required concrete resolution of the phylogenetic   <ref type="bibr">195148)</ref>. Tissue sample LSUMZ B-8343. ZooBank registration 8947DB55-8013-401B-9E39-DEB2E158917B.</p></div>
<div xmlns="http://www.tei-c.org/ns/1.0"><head>Diagnosis</head><p>A small Scytalopus with a faint to moderately pronounced pale supercilium, a brown rump and lower flanks, and tail with distinct cinnamon bars or vermiculations (Figure <ref type="figure">1</ref>). Similar to S. altirostris from north of the Huallaga Valley in northern Peru and probably not distinguishable from this species based on plumage alone. The bill base of S. frankeae averages less deep than S. altirostris (Table <ref type="table">3</ref>). Scytalopus affinis from the west slope of the Andes in northern Peru is paler gray, has little or no white superciliary, and averages slightly longer-billed. Scytalopus krabbei is larger, has less bright brown hind-parts than S. frankeae, no pale superciliary markings, a less distinctly patterned tail, a narrower bill, and a white patch in the wing. The new species from Ayacucho and Apur&#237;mac (described below) is also similar, but it has darker gray upperparts and underparts; and ochraceous flanks with denser and straighter barring. Scytalopus frankeae is best distinguished from these and other similar above-treeline forms genetically and vocally, and on the basis of geographic range. Parapatric S. acutirostris is readibly distinguishable from S. frankeae by its thinner bill, and by the adult male being entirely blackish gray (the southern population with some dark brown, but no bars on the flanks). Female S. acutirostris is paler gray than males and has barred flanks, and thus is superficially more similar to both sexes of S. frankeae. However, female S. acutirostris lacks the whitish supercilium present in most of S. frankeae, has a grayer, unmarked mantle (rather than a light brown or grayish brown mantle scalloped with dusky), and its tail is uniformly dusky rather than light brown and barred with black. S. frankeae and S. acutirostris also differ in the color of tarsi and toes in live or recently collected birds: in frankeae, they range from pale yellowish tan to light vinaceous brown; in S. acutirostris, they range from light graybrown to brownish black.</p></div>
<div xmlns="http://www.tei-c.org/ns/1.0"><head>Description of Holotype</head><p>Forecrown, crown, and auriculars dark gray (3/N). Lores gray (5/N). Preocular spot darker gray. Silvery white TABLE 3. Range, mean, standard deviation, and sample size for depth at base of bill (mm) of some Peruvian Scytalopus species (both sexes). Species abbreviations are: acuti = acutirostris, affin = affinis, krabb = krabbei, altir = altirostris, frank = frankeae, whitn = whitneyi, uruba = urubambae, simon = simonsi, and schul = schulenbergi. Scytalopus simonsi and S. schulenbergi specimens are from Cusco, Puno, and w La Paz. Note that all taxa overlap. The deepest bill measured was of S. altirostris, the thinnest of S. acutirostris. The Auk: Ornithological Advances 137:1-26, &#169; </p></div>
<div xmlns="http://www.tei-c.org/ns/1.0"><head>Variation among Males</head><p>The extent of the white supercilium in adult male specimens is variable; the pattern of the holotype is typical for birds from Hu&#225;nuco and Pasco. In 3 individuals from Hu&#225;nuco (LSUMZ 128625, 128623, 128628) and all 5 specimens from Jun&#237;n, the superciliary is greatly reduced approaching S. altirostris. At the other extreme, the forecrown on some Hu&#225;nuco specimens also is silvery white and forms a continuous band above the bill reminiscent of S. schulenbergi. On 2 of the 20 specimens from Hu&#225;nuco and Pasco and on all 5 specimens from Jun&#237;n, all rectrices (not just the central pair) are banded cinnamon and dusky, whereas in the rest the rectrices are dusky with lengthwise tawny vermiculations resembling those of S. altirostris. No method exists for aging Scytalopus once they have molted from juvenile plumage, so it is uncertain whether this variation in tail pattern is age-related or simply represents individual variation.</p></div>
<div xmlns="http://www.tei-c.org/ns/1.0"><head>Description of Female</head><p>Adult females of S. frankeae are similar to adult males with the most notable difference being overall browner upperparts coloration (Figure <ref type="figure">1</ref>). The nape and mantle are brownish rather than grayish ranging from cinnamonbrown to olive-brown (10YR4/2). The upper mantle feathers have a subterminal blackish streak along the shaft, and the lower mantle feathers have 2 subterminal blackish bars. The wing coverts are cinnamon-brown with a blackish subterminal bar, and the primaries are cinnamon-brown with the inner primaries having a small cinnamon-brown spot on the tip of each outer web. Four of 8 females from Jun&#237;n, however, are similar to males in coloration and pattern except that 2 are lighter gray, richer brown, and have more pronounced paler gray tips to the belly feathers.</p></div>
<div xmlns="http://www.tei-c.org/ns/1.0"><head>Description of Juvenile</head><p>No S. frankeae specimen is in full juvenile plumage. A few specimens (both male and female) retain portions of juvenile plumage in that the belly is buff (2.5Y8/4) with indistinct dusky bars rather than uniform gray.</p></div>
<div xmlns="http://www.tei-c.org/ns/1.0"><head>Vocalizations</head><p>As in many other high-elevation species in S.</p><p>[magellanicus], the primary song of S. frankeae is a long series of regularly repeated reverberating churrs in bouts lasting several minutes. Its churrs are simple, without the distinct introductory stroke of its sister species S. altirostris, and are composed of fewer (2.6 &#177; 0.3) and slower-paced (30 &#177; 3) strokes (no overlap) (Table <ref type="table">1</ref>; Figure <ref type="figure">S1</ref>). The frequency range of its churrs are greater than in any other species in the S.</p><p>[magellanicus] complex (Figure <ref type="figure">4</ref>). The pace of its churrs in natural song is among the slowest of the species in the complex, but is decidedly faster in response to playback (see note under Table <ref type="table">1</ref>).</p><p>There are slight differences between churrs of birds from the northern end of the range (Hu&#225;nuco) and those from Jun&#237;n. In northern birds (n = 7; Figure <ref type="figure">4D</ref>, panels 1-4), the first stroke is usually somewhat louder than the remainder and begins with an upstroke. In southern birds (n = 25) (Figure <ref type="figure">4D</ref>, panels 5-8), churrs lack the loud first upstroke and are thus on average half a stroke shorter (Table <ref type="table">1</ref>). Only 2 types of calls have been recorded. One call given by a female in Hu&#225;nuco (Figure <ref type="figure">5C</ref>, panel 1) is a single note repeated at a pace similar to that of churrs in the male song, but more widely and irregularly spaced.</p><p>The other call, recorded in Jun&#237;n (n = 4), is a single churr given at 2 to 6 s intervals, presumably by males (Figure <ref type="figure">5C</ref>, panels 2-3), and may be remarkably similar to the churrs in song of S. altirostris (compare Figures 4C, panel 2 and 5C, panel 3).</p><p>Scytalopus frankeae song has been previously described and illustrated (as an unnamed taxon) on pages 440-441 in Fjelds&#229; and <ref type="bibr">Krabbe (1990)</ref>, figure <ref type="figure">4B</ref> in <ref type="bibr">Whitney (1994)</ref>, and figure 34 in <ref type="bibr">Krabbe and Schulenberg (1997)</ref>. <ref type="bibr">Zimmer (1939)</ref> also described similar vocalizations from birds at their "Hu&#225;nuco Mts" collecting site: the only note heard was a rather slowly repeated, "tyo&#243;k, tyo&#243;k, tyo&#243;k&#8230;. " Song of the parapatric S. acutirostris is different, consisting of an introductory note followed by a short or long rough trill (see figures 44-46 of <ref type="bibr">Krabbe and Schulenberg 1997</ref>). </p></div>
<div xmlns="http://www.tei-c.org/ns/1.0"><head>Habitat</head><p>The natural habitat transition between the cloud-forest zone and the barren zone above treeline in much of the Andes is now heavily reduced because of intensive human use of fire to manage pastures (e.g., <ref type="bibr">Laegaard 1992, Kessler and</ref><ref type="bibr">Herzog 1998)</ref>. Several S.</p><p>[magellanicus] species are therefore often restricted to remaining patches of elfin forest or rocky terrain or boulder scree with low scrubs or tall bunchgrass (mostly Festuca) in the otherwise heavily disturbed bunchgrass zone. The type locality of S. frankeae is on the uppermost slopes of a semi-isolated spur of the humid eastern Andes above stunted treeline forest 5-9 m tall; actual treeline varied from 3,600 to 3,850 m, with scattered patches of trees in sheltered ravines to 3,900 m. Above treeline, where S. frankeae was common, dense bunchgrass (Festuca) and scattered shrubs occurred on steep rocky slopes; flatter areas were heavily grazed by cattle and sheep and were strewn with boulders. Human disturbance was extensive above 3,500 m with several houses in large clearings and a few small planted plots. Individual S. frankeae were associated almost exclusively with steep rocky slopes above treeline with dense bunchgrass or shrubs. Males often sang from exposed rocky outcrops on nearly vertical slopes. Two individuals were in grazed grassy areas near human habitations, and 3 were recorded at the edge of stunted, treeline forest. In Jun&#237;n, near Toldopampa, habitat associations were similar. Scytalopus frankeae inhabited scattered shrubs including isolated Gynoxys patches 3,600-3,800. Higher in elevation, where no shrubs were present, S. frankeae inhabited ravines with bunchgrass as the only structural vegetation. The species has also been recorded in Polylepis (XC82631), and "riparian evergreen forest" (ML82833). By contrast, all records of S. acutirostris from the same localities were associated with closed montane forest, often in dense bamboo understory. The uppermost individuals were often in patches of forest that followed ravines up the slopes above the surrounding treeline. The 2 species overlapped considerably in elevational range and could be observed in adjoining territories, but habitat segregation was nearly complete. Co-occurrence was in the form of interdigitating forest patches and grassland at treeline, with only the smallest, highest, and most isolated forest patches inhabited by S. frankeae.</p></div>
<div xmlns="http://www.tei-c.org/ns/1.0"><head>Life History and Behavior</head><p>Scytalopus frankeae was vocal at Millpo in late July-early August 1985, suggesting territorial behavior and breeding.</p><p>The species was frequently encountered in close pairs, often with both members of the pair vocalizing. The series of specimens also indicates breeding activity, with at least half of the males exhibiting enlarged testes (at least 5 &#215; 3 mm; up to 9 &#215; 5.5 mm) and all 4 females showing enlarged ovaries (5 &#215; 3 mm to 8 &#215; 3 mm). Nine specimens exhibited no molt, 8 showed trace or light molt, and 2 were in moderate molt. Evidence from a wide range of species at this elevation indicated that our survey coincided with the end of the breeding season for most of this bird community. The parapatric S. acutirostris was also quite vocal with a majority of specimens exhibiting enlarged gonads.</p><p>Observations indicate that the behavior of S. frankeae is similar to that described for other S. <ref type="bibr">[magellanicus]</ref>. One was seen hopping near the ground along the mossy bases of stunted trees. A female was observed "scurrying along the top of a gully at the base of some shrubs, running over moss-covered rocks and seeming to disappear through tunnels in the overhanging bank" (K. V. Rosenberg personal observation). At Toldopampa, Jun&#237;n, birds were in breeding condition in late September (ovaries 8 &#215; 3 mm, 7 &#215; 5 mm, 4 &#215; 3 mm, testes 6 &#215; 3 mm), and specimens were in heavy molt.</p></div>
<div xmlns="http://www.tei-c.org/ns/1.0"><head>Conservation</head><p>Although S. frankeae was common at the type locality, and seemed to occur in high densities in appropriate habitat on steep rocky slopes, the total extent of potential habitat at appropriate elevation within the Hu&#225;nuco portion of the distribution is small: only ~1,400 km 2 . A large portion of this potential habitat is highly disturbed, especially in the drier Hu&#225;nuco Mountains, where Zimmer collected his specimens in 1922. Nearly every accessible part of this region, south to the Chipa, Pasco location, has been heavily grazed and burned to manage pastures, and suitable bunchgrass habitat likely occurs today only on the steepest rocky slopes and cliffs. In addition, no protected areas exist within its range in this region. The same applies for parts of Jun&#237;n, but the southern population of the species occurs in a much larger and less populated area, which almost certainly includes the higher parts of the protected area Bosque de Protecci&#243;n de Pui-Pui (600 km 2 ). They appear to be common throughout the Toldopampa valley.</p><p>For this reason, we recommend that, overall, S. frankeae be categorized as a species of LC in the IUCN Red List of Threatened Species (IUCN 2019).</p></div>
<div xmlns="http://www.tei-c.org/ns/1.0"><head>Etymology</head><p>We are pleased to name this new tapaculo in honor of Dr. Irma Franke, our friend, colleague, former curator of the bird collection at the MUSM, and a major contributor to Peruvian ornithology for over 30 yr. It is fitting to name this taxon after her because she participated in the Millpo expedition that discovered the bird in 1985. The recommended English name uses a local Peruvian term for puna and p&#225;ramo habitat ("jalca") that has tussock grasses as a primary component, which was the habitat primarily used by the species at the type locality (although less so in Jun&#237;n). Colloquially, this species has been called Millpo Tapaculo. However, we consider this name to be inappropriate, primarily because Millpo is now known to be at the geographic periphery of the range of the species. Our proposed English name is more reflective of the habitat of S. frankeae throughout its distribution.</p></div>
<div xmlns="http://www.tei-c.org/ns/1.0"><head>Remarks</head><p>Scytalopus frankeae is exceedingly similar in appearance to its sister taxon, S. altirostris, but clearly can be considered a phylogenetic species on the basis of its genetic divergence (Criterion 3) and diagnostic vocal characters (Criterion 2). Application of the biological species concept is less straightforward, as S. frankeae is allopatric to S. altirostris, and indeed to all other members of the S.</p><p>[magellanicus] complex. Geographically, the distributions of S. frankeae and S. altirostris approach one another closely, although they remain separated by the low arid canyon of the upper Huallaga River. The fact that the songs of these tapaculos changes sharply across this geographic barrier is consistent with the idea that no gene flow unites their populations, and the best evidence that S. frankeae and S. altirostris are reproductively isolated as well.</p><p>Vocalizations, one plumage character, and ND2 sequences all show geographic variation within S. frankeae. Sampling is geographically biased, with most specimens and audio recordings from either the far northern or southern end of its distribution. ND2 sequences from Hu&#225;nuco and Jun&#237;n differ by 2.9-3.0% (uncorrected pairwise divergence). Because of this sampling bias, it is difficult to ascertain if variation is gradual or clinal, or whether S. frankeae is composed of 2 differentiated populations. If the latter, the Jun&#237;n population could warrant naming, and northern S. frankeae would occupy a much smaller distribution. We recommend that future survey efforts focus on the seldom visited but easily accessible near-treeline sites in Pasco and northern Jun&#237;n, which should hold this species. The southernmost records of S. frankeae are near the Huancavelica border, and we expect that exploration in Huancavelica north of the R&#237;o Mantaro will confirm its presence there.</p><p>Both Hellmayr <ref type="bibr">(Cory and Hellmayr 1924)</ref> and <ref type="bibr">Zimmer (1939)</ref> applied the name S. acutirostris <ref type="bibr">(Tschudi 1844)</ref> to birds now referred to as S. frankeae and S. simonsi. This was followed by both <ref type="bibr">Peters (1951)</ref> and <ref type="bibr">Whitney (1994)</ref>. We have examined the type specimen of S. acutirostris and are convinced that it does not represent any member of S. <ref type="bibr">[magellanicus]</ref>. It might represent either of 2 species found at lower elevations than S. frankeae, but for now we follow <ref type="bibr">Krabbe and Schulenberg (1997)</ref> in the usage of the name. Persistent confusion in the application of these names, however, was partly responsible for the long delay in resolving species limits and describing S. frankeae. At the time of our 1985 expedition to Millpo, for example, the all-dark tapaculo abundant in treeline forest was believed to represent S.</p><p>[magellanicus]. We were therefore surprised to discover the new pale-browed taxon above treeline and made a particular effort to document its distribution with additional specimens (including tissues) and soundrecordings. The dark treeline birds are now considered to represent S. acutirostris, and the previously unnamed S. frankeae has proven to be representative of the true high-elevation S. [magellanicus] clade, and includes the specimens originally collected by <ref type="bibr">Zimmer (1939)</ref>  [magellanicus] by the presence of a pale superciliary, which varies considerably in extent. In some individuals it is barely suggested, whereas in others it is more pronounced or even joined across the forecrown with a silvery sheen contrasting with the black lower forehead and lores (Figure <ref type="figure">1</ref>). Scytalopus whitneyi is readily distinguished from S. frankeae, S. urubambae, and S. simonsi by its overall darker gray plumage and its duller and darker ochraceous brown flanks, rump, and vent, with relatively dense, narrow, and straight barring. The dark brown tail is scribbled with longitudinal markings like some individuals of S. frankeae. In S. urubambae and S. simonsi, the tail is dark brown and variably uniform, barred, or with scribbled markings. Scytalopus whitneyi can be similar to S. schulenbergi in its head markings, but S. schulenbergi has a uniform blackish tail, a slightly heavier bill, and light brown flanks with coarse and sparse barring (Cusco) or unbarred dark flanks (Puno, Bolivia).</p></div>
<div xmlns="http://www.tei-c.org/ns/1.0"><head>Description of Holotype</head><p>Above dark fuscous (2.5Y/R2.5/1). Lores and ocular region black (N2.5). Crown with a light gray (N7) sheen when seen head on, most noticeable above eye, forming a faint eyebrow. Tips of secondaries, bars on lower back and rump, edges all around on rectrices and presubterminally on the tip of each rectrix strong brown to ochraceous tawny (7.5YR4/6-10YR4/6). Underparts gray to dark gray (5Y5/1-4/1), throat with slightly paler sheen. Flanks and under tail coverts with numerous straight, ochraceous tawny (10YR4/6) and dusky (7.5R2.5/1) bars. Rectrices dusky with faint longitudinal dark yellowish brown (10YR4/6) markings. Ten rectrices. Mass 14.7 g. Iris dark brown, bill blackish, feet dark brown. Skull unossified. Wing-, tail-, and body-molt. Testes 1 mm. Stomach contained insects. Measurements (mm): wing (flat) 54.5, tail 39, tarsus 20.5, bill from fore edge of operculum 5.6 mm.</p></div>
<div xmlns="http://www.tei-c.org/ns/1.0"><head>Variation among Males</head><p>An adult male (NMHD 80110) is similar to the holotype, but the pale supercilium is more pronounced. Another adult male (LSUMZ 179689) is virtually identical to NHMD 80110, but its forehead is paler, in some lights forming a band across the forehead reminiscent of S. schulenbergi.</p><p>A third male (MSB 33916) matches the type. The 3 males from Ayacucho have weakly developed superciliaries and lack the contrasting blackish lores and ocular region seen in the Apur&#237;mac specimens. All 3 had enlarged testes and a variable brownish wash to the mantle, suggesting they were subadults. Also, the fact that the Ayacucho female had a more strongly developed superciliary (see below) suggests that these plumage differences from Apur&#237;mac birds are age-related and not geographic.</p></div>
<div xmlns="http://www.tei-c.org/ns/1.0"><head>Description of Female</head><p>The single known female specimen (KU 122548) is from Ayacucho. Unlike male specimens from Ayacucho it has a narrow but prominent pale supercilium, widest over the eye. Throat and breast lighter gray (5/N) than in males, and the nape and back are slightly browner. Most of the upperparts are dark reddish brown (5YR3/3), wings, central and lower back, rump, and upper tail coverts barred blackish. The lower underparts are buffy brown (7.5YR5/3), sides, flanks, and vent narrowly and densely barred black as in males. The longitudinal markings on the tail resemble those found in males, but are more pronounced.</p></div>
<div xmlns="http://www.tei-c.org/ns/1.0"><head>Vocalizations</head><p>Primary song (n = 24) differs from all other S.</p><p>[magellanicus] by consisting of a single repeated note (Figure <ref type="figure">4E</ref>, panels 1-4). The secondary song (n = 9) is composed of regularly repeated churrs (Figure <ref type="figure">4F</ref>, panels 1-5). The pace of strokes in the churr is faster than in both populations of S. frankeae, without overlap (Table <ref type="table">1</ref>), but slower than in S. urubambae, without overlap. Call (scold, only recorded from Apur&#237;mac; n = 4) 0.2 or 0.5-0.6 s long, composed of 2 or 3 similar, rising notes, first or second harmonic variably loudest, second harmonic loudest at 3.0-3.7 kHz (Figure <ref type="figure">5D</ref>, panels 1-2). There is some indication that Ayacucho birds differ slightly vocally from Apur&#237;mac birds, the primary song (n = 6; Figure <ref type="figure">4E</ref>, panels 3-4) being on average higher pitched, and the only example of secondary song (n = 1; Figure <ref type="figure">4F</ref>, panel 1) having a slower pace of strokes (Table <ref type="table">1</ref>).</p></div>
<div xmlns="http://www.tei-c.org/ns/1.0"><head>Distribution</head><p>Scytalopus whitneyi is known from 2 geographically separate populations. One population is in eastern Ayacucho south of R&#237;o Mantaro and is known from: Huisca (12.832&#176;S, 73.923&#176;W), 9.5 km SE Pacobamba near Anco (13.099&#176;S, 73.693&#176;W), 5.0 km NW Chungui (13.186&#176;S, 73.651&#176;W), Chup&#243;n (13.243&#176;S, 73.514&#176;W), and Yanacocha (13.255&#176;S, 73.522&#176;W). The other population occurs in Apur&#237;mac between the R&#237;o Apur&#237;mac and R&#237;o Pampas and is known from the following localities, all within 26 km of Abancay: Ccocha (13.484&#176;S, 72.982&#176;W), near Huanipaca road (13.500&#176;S, 72.932&#176;W), Cerro Turronmocco (type locality, also referred to as Huanipaca road) (13.518&#176;S, 72.888&#176;W), almost throughout Bosque de Ampay including at Laguna Angascocha (13.593&#176;S, 72.881&#176;W), Las Cuevas (13.586&#176;S, 72.886&#176;W), and 7 km N Abancay (13.570&#176;S, 72.886&#176;W), near the pass on the main road above Abancay (13.583&#176;S, 72.838&#176;W), 2 forests on Cerro Que&#241;ua Khasa near Runtacocha (13.6775&#176;S, 72.7929&#176;W and 13.6768&#176;S, 72.7826&#176;W), Quebrada Balc&#243;n (13.7033&#176;S, 72.7058&#176;W), and at 2 sites in Quebrada Chua: on the south slope of Cerro Casiniso (13.7635&#176;S, 72.6836&#176;W) and at Laguna Pumacocha (13.7538&#176;S, 72.6782&#176;W). Apparently absent It was also found in a single small patch of Gynoxys woodland isolated from continuous forest <ref type="bibr">(Hosner et al. 2015)</ref>.</p></div>
<div xmlns="http://www.tei-c.org/ns/1.0"><head>Life History and Behavior</head><p>Behaves much like other highland Scytalopus tapaculos. Tunnels through moss, roots, rocks, and bunchgrass, and hops along trunks and across twigs and branches near the ground in pursuit of small arthropods. S. whitneyi was found to stay on its territory in the cavities among boulders when the area was covered (for a single day) by snow, even singing from below the snow <ref type="bibr">(Fjelds&#229; 1991)</ref>. During territorial disputes or moments of little disturbance, it would perch conspicuously atop a rock or vegetation for brief periods while singing. The single known nest was an open cup placed in a rock crevice, and, as typical of the genus <ref type="bibr">(Greeney 2008)</ref>, the brood size was 2 <ref type="bibr">(Baldwin and Drucker 2016)</ref>. Stomach contents were insect remains in 3 specimens (2 stomachs saved), in a fourth "small worm, brown mush, several 1 &#215; 1 mm gnats".</p></div>
<div xmlns="http://www.tei-c.org/ns/1.0"><head>Conservation</head><p>Scytalopus whitneyi is fairly common in Apur&#237;mac, generally with 100-200 m between territories in Bosque Ampay, but outside this large forest tract its habitat is patchy and threatened by grazing and burning, thus leaving the species vulnerable. The species is widespread within Santuario Nacional de Ampay (Bosque Ampay), a 36.4 km 2 large area declared a wildlife sanctuary in 1987, about half of which is forested. Unless heavy deforestation or natural disaster occurs, the population in Bosque Ampay should be viable (based on observed density we estimate 450-1,800 pairs). In Ayacucho the species is local, uncommon, and restricted to ravines and steep slopes less affected by burning and intense grazing pressure. Apart from Bosque Ampay, S. whitneyi receives no legal protection. Some local communities appear to be conscious of the importance of maintaining woodland patches to ensure access to native plant resources and a steady water supply, but the practice of burning for fresh pasture and cutting for firewood persists in many areas. On present knowledge, population size, distributional range, and known decline do not fulfil the criteria for considering the species as threatened, but due to the threats and vulnerabilities mentioned, we recommend that S. whitneyi be categorized as near-threatened in the IUCN Red List of Threatened Species (IUCN 2019).</p></div>
<div xmlns="http://www.tei-c.org/ns/1.0"><head>Etymology</head><p>We take the opportunity to honor our friend and colleague Bret M. Whitney for his outstanding contributions to Neotropical ornithology over the past 3 decades. Bret's keen eyes and ears, and his insightful attention to vocalizations and natural history, have given us a much greater understanding of variation and species limits in several challenging groups of tropical birds, and particularly in Scytalopus. The recommended English name refers to Bosque Ampay, the only protected area where the species occurs.</p></div>
<div xmlns="http://www.tei-c.org/ns/1.0"><head>Remarks</head><p>Scytalopus whitneyi is allopatric with all other members of the S.</p><p>[magellanicus] complex, as typical of most members of this clade. Its distribution does closely approach that of S. urubambae (Criterion 1), which, however, differs from S. whitneyi by having a generally pale gray plumage and bright, unbarred cinnamon-rufous flanks (Criterion 4). Scytalopus whitneyi is genetically divergent from all other members of the complex (Criterion 3), and has a distinctive song type not expressed in other S.</p><p>[magellanicus] (Criterion 2). Based on these consistent differences, S. whitneyi is clearly a distinctive evolutionary lineage.</p><p>Given that these differences have been maintained in narrow allopatry with other S.</p><p>[magellanicus], we hypothesize that S. whitneyi would be reproductively isolated from S. frankeae and S. urubambae.</p><p>Populations in Apur&#237;mac and Ayacucho differ subtly in plumage and vocalizations. However, these differences are difficult to interpret because of small sample sizes of audio recordings and specimens. The 2 populations differ by 1.2-1.4% in ND2 sequences (uncorrected pairwise divergence). This species could also occur in a limited area of treeline forest that occurs south of the R&#237;o Mantaro on the east slope in Huancavelica, adjacent to Ayacucho.</p></div>
<div xmlns="http://www.tei-c.org/ns/1.0"><head>Vocal Diagnosis and Geographic Variation of Other Peruvian Scytalopus [Magellanicus]</head><p>For comparison with the new taxa described above, we provide detailed descriptions of the vocalizations of additional species in S. <ref type="bibr">[magellanicus]</ref> as an update to <ref type="bibr">Krabbe and</ref><ref type="bibr">Schulenberg (1997, 2003)</ref>. We also discuss geographic variation in plumage and genetic variation, where it occurs. Details on vocalizations of the 3 northern forms (S. canus, S. opacus, and S. o. androstictus) were reviewed and described by <ref type="bibr">Krabbe and Cadena (2010)</ref>. Note that under the species concept and operational criteria presented here (see Taxonomy), S. o. androstictus fulfills both criteria 2 and 3, and consequently should be ranked as a species.</p><p>Scytalopus affinis: song (n = 18) usually of fixed length, 5-16 s long, a series of repeated churrs given at a pace of ~3 s -1 , faster than in S. altirostris, S. frankeae, S. whitneyi, S. urubambae, and S. simonsi, but slower than in S. krabbei. The pace often accelerates slightly towards the end of the song and occasionally at the beginning. The churrs may be of similar pitch through the song, but more often the pitch rises about half an octave, most of which is during the first quarter of the song. The pace of strokes in each churr averages faster than in other species overlapping only with altirostris, in which churrs begin with a loud first harmonic, and with urubambae, which is lower pitched overall. The average pitch through each churr may be level, descending, or rising, and also varies in frequency amplitude (Figure <ref type="figure">4A</ref>, panels 1-5). The scolding call (Figure <ref type="figure">5A</ref>; n = 9) given by both sexes is a short, dry trill composed of steep unmodulated downstroke notes only, similar to scolds of Myornis senilis and to scolds of Peruvian populations of Scytalopus parvirostris. Scolds are 0.7 (0.6-0.9) s long, composed of 13-18 regularly repeated similar notes given at a pace of 19-21 s -1 with the loudest pitch at 3.2-4.0 kHz (Ancash, n = 8). In a single recording from Lima, the scold is longer (1.2 s), of more notes (19), slower paced (15 s -1 ), and at lower pitch (3.1 kHz). No other geographic variation in vocalizations is evident. By comparison, the scold of S. androstictus is higher pitched, and each note is an up-down stroke with a loud and long peak frequency; the scold of S. krabbei is of different quality with modulated notes and decidedly slower paced.</p><p>Scytalopus altirostris: churrs of the previously undescribed song (n = 10; Figure <ref type="figure">4C</ref>, panels 1-6) begin with a long loud note that usually falls by about an octave and usually has most volume on the first harmonic, but in one recording (XC40729), the first note has a smaller frequency range and most volume is on the second harmonic, thus being remarkably similar to some single churrs given by S. frankeae. In all churrs, the following strokes are connected and fairly similar to each other, have loudest second harmonic (as most other Scytalopus songs), and are variably rising, level, or falling in average pitch. The pace of strokes in the churr is relatively fast, on average faster than in S. urubambae and slower than in S. affinis, but overlapping with both. No calls have been recorded. No geographic variation is evident.</p><p>Scytalopus urubambae: song (n = 12; Figure <ref type="figure">4G</ref>, panels 1-4) of regularly repeated churrs, pace of strokes in churr faster than in S. whitneyi. During bouts of counter-singing, a male may momentarily intersperse song with high-pitched (6.5-5 kHz) descending series of churred notes ("frustration call"). Call (scold; n = 10) by female and probably also male, a 0.6-1.0 s long series of 5-7 churred notes similar to the churrs in the song in pace of strokes, but shorter and higher pitched (3.45-3.8 kHz; Figure <ref type="figure">5E</ref>). There is no geographic variation within its restricted distribution.</p><p>Scytalopus simonsi: each churr in the song (n = 14 from Cusco, 6 from Puno and northern La Paz) begins with a separate, loud, long, and distinctive note (Figure <ref type="figure">4H</ref>, panels 1-5). The rest of the churr is uniform but varies in average length, number of strokes, and in pitch, which in Peru and northern La Paz may be level or rising, but usually not falling. Call (scold; n = 8) 0.5-1 s long, a series of 6-12 notes at 3.3-3.9 kHz given at a pace of 9-12 s -1 (Figure <ref type="figure">5F</ref>). Scolds of S. schulenbergi from Cusco and northern La Paz (n = 9) are similar but on average longer (0.7-1.3 s), with more notes (9-18) given at a faster pace (11-15 s -1 ) and also on average lower-pitched (3.0-3.5 kHz). No geographic plumage variation is evident, but ND2 sequences of Cusco and Puno specimens differ by 2.3-2.8% (uncorrected pairwise divergence).</p><p>Scytalopus schulenbergi: vocalizations were described by <ref type="bibr">Whitney (1994)</ref>. Despite their similar voice, populations from Cusco and Puno differ from each other by 3.1%, those from Cusco and La Paz by 3.7%, and those from Puno and La Paz by 2.4% in ND2 sequences (uncorrected pairwise divergence; Figure <ref type="figure">6</ref>). Cusco populations also appear unique in having contrasting brown rather than uniform dark gray flanks. Deeper sampling of genetic markers is needed to resolve the S. schulenbergi (Puno/La Paz), S. schulenbergi (Cusco), S. urubambae, and S. whitneyi polytomy.</p></div>
<div xmlns="http://www.tei-c.org/ns/1.0"><head>DISCUSSION</head><p>Our results demonstrate that field exploration and careful attention to natural history and behavior continue to identify cryptic new species of birds, particularly in complex tropical environs, such as the Peruvian Andes. We employed an integrated framework made possible by a combination of vocal information, mitochondrial DNA sequences, and plumage characters, gathered from our own fieldwork over the past 40 yr and</p><p>The Auk: Ornithological Advances 137:1-26, &#169; 2020 American Ornithological Society complex has been known for many years <ref type="bibr">(Fjelds&#229; and</ref><ref type="bibr">Krabbe 1990, Schulenberg et al. 2010</ref>), but until now the affinities of these taxa had remained elusive, preventing formal description. The presence of a third new species "hiding in plain sight" in the northern Peruvian Andes was more surprising, however. In addition to these newly described species, application of our species recognition criteria also results in the elevation of an extralimital taxon from subspecies to species, S. androstictus of southern Ecuador and northernmost Peru. Our approach has significantly increased the known diversity within the already species-rich genus Scytalopus. When applied more broadly throughout the genus, we expect these criteria will diagnose additional cryptic species awaiting discovery. Complex topography is coincident with S.</p><p>[magellanicus] species turnover across the high Andes of Peru. The Huancabamba, Mara&#241;&#243;n, Huallaga, Mantaro, Pampas, Apur&#237;mac, and Urubamba river valleys all bound the distributions of populations, as identified by vocal groupings and mtDNA sequences. However, 2 pairs of Peruvian S. [magellanicus] species have parapatric distributions, which could imply a role for diversification along elevation gradients. However, little evidence supports that populations evolved through parapatric speciation, because species replacing each other elevationally are not sister taxa <ref type="bibr">(Patton and Smith 1992</ref><ref type="bibr">, Moritz et al. 2000</ref><ref type="bibr">, Cadena and C&#233;spedes 2020)</ref>. Scytalopus krabbei is sister to S. affinis, a species isolated across the deep Mara&#241;&#243;n Valley, rather than to S. altirostris with which it co-occurs. Scytalopus schulenbergi in turn is a close relative of S. urubambae and S. whitneyi, which could be considered geographical replacements across the Urubamba and Apur&#237;mac rivers, respectively. Scytalopus schulenbergi is not a close relative of S. simonsi, with which it is parapatric. Hence, isolation of populations across strong geographic barriers appears to be the primary driver of diversification in high Andean tapaculos.</p><p>Rather than reflecting ecological speciation, parapatric distributions of S. [magellanicus] must instead be the result of species assembly along elevational gradients, with multiple species from independent source populations occurring in geographical proximity <ref type="bibr">(Patton and Smith 1992</ref><ref type="bibr">, Moritz et al. 2000</ref><ref type="bibr">, Cadena and C&#233;spedes 2020)</ref>. The discovery of S. krabbei demonstrates that 6 Scytalopus species replace each other elevationally along the Amazonian slope in north-central Peru, from southern Amazonas to northern Hu&#225;nuco. This diversity of congeners along an elevational gradient in birds is matched only by Scytalopus in the R&#237;o Satipo Valley in Jun&#237;n <ref type="bibr">(Hosner et al. 2013, XC229596)</ref>.</p><p>Evidence from field observations of S.</p><p>[magellanicus] in Peru suggests that at least some Scytalopus populations are flexible in their habitat preferences, and that realized elevational distributions may depend strongly on the presence or absence of other co-habiting species. Habitat occupation by Scytalopus krabbei appears to vary markedly depending on which other Scytalopus species are found along the same elevation gradient. At Cordillera Col&#225;n in northern Amazonas, where S. altirostris is absent, S. krabbei is common at treeline, and S. acutirostris inhabits closedcanopy forest. At Cerro Patricia in San Mart&#237;n, where both S. altirostris and S. acutirostris are absent, S. krabbei occupies treeline scrub and closed-canopy forested habitats. However, at Bosque Unchog, Hu&#225;nuco, where all 3 species co-occur, S. acutirostris occupies closed-canopy forest, whereas S. krabbei and S. altirostris occupy transitional elfin forest habitats and shrubby open puna habitats. Partitioning between S. krabbei and S. altirostris at Bosque Unchog remains poorly understood. Competitive exclusion or habitat partitioning could also explain why S. krabbei is rare, local, or underreported throughout its distribution, being hard pressed for space by interactions with other Scytalopus species <ref type="bibr">(Remsen and</ref><ref type="bibr">Graves 1995, Jankowski et al. 2010)</ref>.</p><p>Similarly, S. whitneyi has a broad elevational distribution and generalist habitats in Apur&#237;mac, where it is the only tapaculo. There, it occupies closed-canopy forest, elfin forest patches and transitional vegetation, shrubby puna, and Polylepis/Gynoxys woodlands. In Ayacucho, S. whitneyi is limited to shrubby puna and to isolated patches of Gynoxys woodlands, whereas S. parvirostris inhabits closed-canopy forests up to treeline. These observations imply either niche partitioning and ecological release mediated by species interactions, or perhaps local adaptations to different environments in different parts of their distributions.</p><p>The idea that Scytalopus vocal divergence is correlated with genetic divergence has held since the onset of genetic studies of these birds <ref type="bibr">(Arctander and Fjelds&#229; 1994)</ref>, and broadly, it holds true in S. [magellanicus] <ref type="bibr">(Cadena et al. 2020)</ref>. However, at finer scales, we identified several populations that are genetically divergent without perceivable differences in vocalizations. ND2 sequences of S. krabbei from San Mart&#237;n and Hu&#225;nuco were 4.3-4.4% divergent, more so than many recognized species in S. [magellanicus], for example, S. altirostris/frankeae (3.8-3.9%), S. urubambae/schulenbergi (3.4-3.9%), and S. simonsi/zimmeri (4.0%). Similarly, S. schulenbergi has a strong genetic structure with a morphologically distinct population in Cusco, and a fairly strong structure between Puno and nearby La Paz, Bolivia. Scytalopus simonsi also exhibits strong genetic divergence between Cusco and Puno, but without obvious phenotypic differences. In all of these examples, genetic divergence exceeds that found in reproductively isolated tapaculos found on the same slopes (S. femoralis/gettyae/acutirostris) that differ only by 2.0% in ND2 (pairwise uncorrected difference; <ref type="bibr">Cadena et al. 2020)</ref>.</p><p>The causes and significance of this genetic structure are uncertain and require further study. The structure could be an example of cryptic differentiation <ref type="bibr">(Bickford et al. 2007)</ref>,</p><p>The Auk: Ornithological Advances 137:1-26, &#169; 2020 American Ornithological Society where populations have attained substantial genetic divergence despite morphological and vocal similarity/stasis, rendering unique populations unidentifiable without the aid of genotyping. Alternatively, genetic structure could reflect past history, such as signatures of once isolated populations that have since merged, resulting in strong mitochondrial structure in populations without nuclear differentiation <ref type="bibr">(Block et al. 2015</ref><ref type="bibr">, Kearns et al. 2018)</ref>. To date, geographic sampling within Scytalopus species has been limited. Well-sampled phylogeographic studies are needed to complement the existing species-level, phylogenetic framework and to demystify the apparent cryptic diversity within Scytalopus and other diverse tropical genera.</p><p>The [magellanicus] churred songs, including the variables frequency at peak volume (kHz), pace (number of churrs per second), duration of churr, duration of each stroke in a churr. Species generally occupy unique areas of PC1/PC2 space, and those which overlap substantially (e.g., S. simonsi, S. urubambae) differ in additional qualitative characteristics. S. schulenbergi is not included because its song is structurally distinctive and difficult to compare meaningfully with other taxa represented. (B) Principal component biplot of primary (single-noted) songs of S. whitneyi from Apur&#237;mac and from Ayacucho. There is considerable overlap, but Ayacucho songs were on average higher pitched and slower paced.</p><p>Variables include frequency at peak volume (kHz), pace (number of notes per second), and duration of single notes. (C) Principal component biplot of central Peruvian Scytalopus [magellanicus] morphological characteristics. Wing, tail, and tarsus measurements are highly correlated. All taxa overlap almost entirely, with the exception of S. krabbei, which is slightly larger than other taxa.</p></div><note xmlns="http://www.tei-c.org/ns/1.0" place="foot" xml:id="foot_0"><p>Downloaded from https://academic.oup.com/auk/article/137/2/ukaa003/5743506 by Brant Faircloth on 14 August 2020</p></note>
			<note xmlns="http://www.tei-c.org/ns/1.0" place="foot" xml:id="foot_1"><p>The Auk: Ornithological Advances 137:1-26, &#169;</p></note>
			<note xmlns="http://www.tei-c.org/ns/1.0" place="foot" xml:id="foot_2"><p>Downloaded from https://academic.oup.com/auk/article/137/2/ukaa003/5743506 Brant Faircloth on 14 August 2020</p></note>
		</body>
		</text>
</TEI>
