Research Article
Print
Research Article
A new species of scops-owl (Aves, Strigiformes, Strigidae, Otus) from Príncipe Island (Gulf of Guinea, Africa) and novel insights into the systematic affinities within Otus
expand article infoMartim Melo§|#, Bárbara Freitas¤#«», Philippe Verbelen˄, Sátiro R. da Costa˅, Hugo Pereira¦ˀ, Jérôme Fuchsˁ, George Sangster, Marco N. Correia, Ricardo F. de Lima, Angelica Crottini¦#¤
‡ Gulf of Guinea Biodiversity Centre, São Tomé, São Tomé and Príncipe
§ Universidade do Porto, Vairao, Portugal
| University of Cape Town, Cape Town, South Africa
¶ Museu de História Natural e da Ciência da Universidade do Porto, Porto, Portugal
# BIOPOLIS Program in Genomics, Biodiversity and Land Planning, CIBIO, Vairão, Portugal
¤ Universidade do Porto, Porto, Portugal
« National Museum of Natural Sciences, Madrid, Spain
» University of Toulouse III Paul Sabatier, Toulouse, France
˄ Unaffiliated, Ghent, Belgium
˅ Unaffiliated, Príncipe, São Tomé and Príncipe
¦ Universidade do Porto, Vairão, Portugal
ˀ Bielefeld University, Bielefeld, Germany
ˁ Muséum national d’Histoire naturelle, Paris, France
₵ Naturalis Biodiversity Center, Leiden, Netherlands
ℓ Swedish Museum of Natural History, Stockholm, Sweden
₰ School of Arts and Design, Leiria, Portugal
₱ Universidade de Lisboa, Lisboa, Portugal
Open Access

Abstract

A new species of scops-owl (Aves, Strigiformes, Strigidae, Otus) is described from Príncipe Island, São Tomé and Príncipe (Gulf of Guinea, Africa). This species was discovered for science in 2016, although suspicions of its occurrence gained traction from 1998, and testimonies from local people suggesting its existence could be traced back to 1928. Morphometrics, plumage colour and pattern, vocalisations, and molecular evidence all support the species status of the scops-owl from Príncipe, which is described here as Otus bikegila sp. nov. Phylogenetic analyses suggest that this species descended from the first colonisation of the Gulf of Guinea islands, being sister to the clade including the mainland African Scops-Owl O. senegalensis, and the island endemics Sao Tome Scops-Owl O. hartlaubi and Pemba Scops-Owl O. pembaensis. The most diagnostic trait in the field is its unique call which, curiously, is most similar to a distantly related Otus species, the Sokoke Scops-Owl O. ireneae. The new species occurs at low elevations of the old-growth native forest of Príncipe, currently restricted to the south of the island but fully included within Príncipe Obô Natural Park. Otus bikegila sp. nov. takes the number of single-island endemic bird species of Príncipe to eight, further highlighting the unusually high level of bird endemism for an island of only 139 km2.

Resumo

Descrevemos uma nova espécie de mocho-de-orelhas ou kitóli (Strigiformes: Strigidae: Otus) da Ilha do Príncipe, São Tomé e Príncipe (Golfo da Guiné, África). Esta espécie foi descoberta para a ciência apenas em 2016, embora suspeitas da sua existência tenham ganho força a partir de 1998, e testemunhos de habitantes locais sobre a sua ocorrência já estarem documentados em 1928. A morfometria, a cor e padrão da plumagem, as vocalizações e dados moleculares demonstram que esta população de mocho no Príncipe é uma espécie nova, que foi batizada de mocho-do-príncipe (lista mundial) ou kitóli-do-príncipe (nome nacional), Otus bikegila sp. nov. As análises filogenéticas indicam que esta espécie descende da primeira colonização das ilhas do Golfo da Guiné, sendo irmã do clado que inclui o mocho-d’ore­lhas-africano O. senegalensis, do continente, o mocho-de-são-tomé (ou kitóli-de-são-tomé) O. hartlaubi e o mocho-de-pemba O. pembaensis, ambos endémicos das ilhas que lhes dão o nome. No campo, a característica mais diagnóstica é o seu canto único que, curiosamente, é mais parecido com o da espécie de Otus mais afastada, o mocho-de-sokoke O. ireneae. A nova espécie ocorre nas zonas baixas da floresta nativa do Príncipe, atualmente restrita ao sul da ilha, mas totalmente inserida no Parque Natural do Obô do Príncipe. Otus bikegila sp. nov. eleva o número de espécies de aves endémicas restritas ao Príncipe para oito, sublinhando ainda mais o nível extremamente elevado de aves endémicas para uma ilha de apenas 139 km2.

Keywords

Biodiversity, endemism, exploration, Gulf of Guinea, integrative taxonomy, Otus bikegila sp. nov., Prin­cipe Scops-Owl, systematics

Palavras-chave

Biodiversidade, endemismo, exploração, Golfo da Guiné, Kitóli-do-príncipe, Mocho-do-príncipe, Otus bikegila sp. nov., sistemática, taxonomia integrada

But I discovered that the very same aggregations or groupings of individuals that the trained zoologist called separate species were called species by the New Guinea natives. I collected 137 species of birds. The natives had 136 names for these birds (…)

Ernst Mayr - Interview - Omni Magazine, February 1983

Introduction

Species are indeed the face of biodiversity with whom everyone relates to. The disco­very of new species consistently makes headlines expressing wonder and joy. And yet, it has been estimated that only ca. 14% of extant species have been described, with invertebrates making most of the undescribed species (Mora et al. 2011). In this age of human-driven extinction (Ceballos et al. 2020), a major global effort should be undertaken to document what may soon not be anymore (Dijkstra 2016). Such new wave of exploration, carried out by professional and amateurs alike, would have the additional benefit of helping to revive a global interest in the natural world and the mysteries it holds. Only by rekindling this link can the current biodiversity crisis be reverted.

The discovery of new species tends to have a higher impact when it occurs in familiar groups like mammals or birds. Birds in particular are likely the best studied animal group, making the discovery of new species more challenging and often restricted to remote locations and/or difficult-to-study groups (e.g., Rheindt et al. 2020; Lane et al. 2021; Milá et al. 2021). This paper illustrates how exploration led to the discovery of a new owl species on the forests of Príncipe Island, Gulf of Guinea, Africa.

Owls (Aves, Strigiformes) are a charismatic bird group that made their way into most human cultures, where they are generally either symbols of wisdom or, on the contrary, omens of bad luck (Marcot and Johnson 2003). This is certainly linked to their nocturnal habits and associated elusiveness, their inquisitive look enhanced by their large eyes facing forward, and their calls heard through the night, which together help in creating an aura of mystery surrounding these species. In many aspects, this mystery has also permeated for a long time the scientific knowledge we have of the group. This is strikingly illustrated by the results of the extensive efforts carried out in recent decades, which through exploration in the field (e.g., Lambert and Rasmussen 1998; Warakagoda and Rasmussen 2004; Sangster et al. 2013) and taxonomic revisions (e.g., Fuchs et al. 2008; Flint et al. 2015; Salter et al. 2020) resulted in the remarkable increase of the number of recognised species of owls from 146 in 1975 (Morony et al. 1975) to up to 230 species in 2021 (Gill et al. 2021). This dramatic increase was supported by the widespread adoption of an integrative taxonomic framework (Padial et al. 2010; Sangster 2018), which combines the use of multiple lines of evidence, such as genetics, morphology, acoustics, geography and behaviour to reach informed decisions on the species status of a given taxon (see also Cadena and Zapata 2021).

Still, compared to other groups, the current discrepancy in the number of owl species accepted by different authorities highlights the challenges associated with the taxo­nomy and systematics of this group. This stems from their nocturnal habits, making them difficult to study, and from being a group where, at the generic level, morphological variation between species can be similar or lower than within-species (Marks et al. 1999). This is because, in owls, the evolution of plumage pattern and colour is driven by the pressure to remain cryptic during daytime as a defence against predators or to avoid being mobbed by other birds, a common occurrence among members of the family (Marks et al. 1999; König et al. 2008). This led to the convergent evolution of similar camouflaged patterns across species, as happens in other nocturnal bird groups like the nightjars (Caprimulgidae: Holyoak 2001). As such, plumage is generally not diagnostic in owls, with distantly related species often being strikingly similar (Marks et al. 1999). This morphological uniformity is especially evident, and taxonomically challenging, in the most speciose genus of the family: Otus Pennant, 1769, which includes over 50 recognised species, occurring across Asia, Europe, and Africa (Marks et al. 1999; König et al. 2008; Winkler et al. 2020). Commonly known as scops-owls, these small to medium-sized predators show two main plumage colour types, rufous or grey (or grey-brown) morphs, which often occur in the same populations (Pons et al. 2013).

In contrast to plumage, vocalisations of members of the Strigidae family are species-specific. As with most non-passerines and suboscine passerines, owl songs are not learned (Gahr 2000) and therefore have a strong genetic basis. Additionally, contrarily to the difficulty in observing owls, their vocalisations are conspicuous and easily detected as they play a major role in territorial defence and mate attraction (Marks et al. 1999; König et al. 2008). Vocalisations thus represent the most important trait to differentiate species of owls (e.g., Marshall 1978; Sangster et al. 2013; Flint et al. 2015), and new species are often first discovered through their calls (Melo and Dallimer 2008, 2009; Sangster et al. 2013).

The Gulf of Guinea, Central Africa, has three oceanic islands, Príncipe, São Tomé, and Annobón, in a northeast to southwest line, with São Tomé touching the equator. The rainforests of the islands constitute an independent ecoregion (Gascoigne 2004) characterised by high endemism levels across groups (Jones 1994). Endemism is particularly striking in birds, with the islands having been classified as the third most important in the world for the conservation of forest birds (Buchanan et al. 2011). Relatively to their area, the two larger islands (which together make the Democratic Republic of São Tomé and Príncipe) have by far the highest number of endemic bird species in the world (at least 28 endemic species in 996 km2; Melo et al. 2022).

Although birds are the best-studied group of the Gulf of Guinea islands (Jones and Tye 2006; Melo et al. 2022), the presence of a candidate species of owl on Príncipe Island was only confirmed in 2016 (Ryan 2016; Verbelen et al. 2016), following deca­des of the accumulation of evidence pointing towards it (Suppl. material 1). In this paper we confirm the distinctiveness of the population of scops-owls from Príncipe using morphometrics, plumage colouration and pattern, song, and mitochondrial and nuclear DNA sequence data. We discuss the origin of this species by placing it within a large-scale phylogeny of the genus Otus. Together with the new species, this phylogeny included 14 taxa never previously analysed, providing novel insights on the relationships within the most speciose genus of the Strigidae family.

Materials and methods

Study site

Príncipe Island (1°31.80'N–1°43.20'N, 7°19.80'E–7°28.20'E) is located in the Gulf of Guinea, ca. 220 km offshore Gabon (Fig. 1). Part of the Cameroon Line of Volcanoes, its oldest sub-aerial rocks date to the origin of the line at ca. 30 Ma (Burke 2001). With a surface area of 139 km2 (ca. 17 km long and 8 km wide), it has a relatively flat low-lying area in the north, contrasting with the rugged central and southern region characterised by high ridges that rise up to 948 m a.s.l. at Pico do Príncipe (Jones and Tye 2006). It has an oceanic equatorial climate, with an annual precipitation that can reach 5,000 mm. Most of the accessible regions of the island were cleared and converted to plantations (Jones and Tye 2006). Some of those areas were abandoned and regenerated into secondary forest (Atkinson et al. 1991; Castanheira-Diniz and Cardoso-de-Matos 2002; Jones and Tye 2006). The remaining area is covered with two types of native forest stratified by altitude: lowland and montane rainforest, the latter being restricted to Pico do Príncipe and the surrounding summits (Exell 1944).

Figure 1. 

Altitudinal A and land use maps B of Príncipe Island, with the limits of the Príncipe Obô Natural Park (PONP) and its buffer zone, and the two localities where the four individuals of the candidate species of Otus from Príncipe were captured; inset: location of Príncipe in Africa.

Fieldwork for specimen and tissue sample collection, measurements, and additional bioacoustics recordings took place in May 2017, July 2018, and January 2019. All samples and vocalisation recordings were collected within Príncipe Obô Natural Park, in the south of Príncipe (Fig. 1). Locality information was recorded using a GPS receiver (Garmin GPS Map 62s; Garmin International Inc., Olathe, Kansas, United States).

Voucher specimen collection

On May 29, 2017, in the Ribeira Porco area (1°33.03'N, 7°22.29'E, Fig. 1), one individual was captured using mist-nets (Fig. 2A), measured and a blood sample collected. This individual was euthanised by inhaling an Isoflurane 1 mL/5 L solution, dissected, fixed with absolute EtOH, and preserved in 80% EtOH. Afterwards, the specimen was prepared as a study skin and spread wing, and the partial skeleton was prepared following a modified procedure (Cataldo 2017) from that described by Davis and Payne (1992) and Baker et al. (2003). Previously to being captured, recordings of its vocalisations and of those of a second bird were obtained using a recorder (Edirol R-09HR, Roland, Japan) and a microphone (MKE 400, Sennheiser, Germany); these were elicited by playing back previously recorded vocalisations of this taxon to attract it into the nets. The voucher specimen was photographed to document life colouration and appearance (Fig. 2A). The voucher was deposited in the ornithological collection of the Natural History and Science Museum of the University of Porto (Table 1).

Table 1.

Morphological measurements of the scops-owls specimens included in the present study with their respective institutional catalogue number (superscript letters, when present, indicate: HT, holotype; F, female; M, male) and sampling locality. All measures are in millimetres. NA – not available; STP – São Tomé and Príncipe; DRC – Democratic Republic of the Congo; EG – Equatorial Guinea. Morphological measurements – Bilen: bill length from bill tip to where culmen enters feathers; Biwid: bill width; Bidepth: bill depth; Binares: bill length from the anterior end of the nares to the tip; Hebi: head+bill, from the tip of the bill to the opposite point on the back of the skull; Midt: middle toe length; Tarlen: tarsus length; Wilen: wing length; Tailen: tail length; Bolen: body length; P10-4: length of primary feathers; Wing formula: sequence of primary feathers ordered by size; * specimens not collected, blood samples codes from the collection of MM at CIBIO-InBIO.

Taxon Catalogue number followed by tissue sample (if available) Locality Bilen Biwid Bidepth Binares Hebi Midt Tarlen Wilen Tailen Bolen P10 P9 P8 P7 P6 P5 P4 Wing formula
O. bikegila sp. nov. 1 MHNC-UP-AVE7000 HT, F; P7-04 STP, Príncipe 16.0 9.0 11.3 11.3 38.9 19.9 32.3 147 NA NA NA NA NA NA NA NA NA NA
O. bikegila sp. nov. 2 NA; P8-001 * F STP, Príncipe 19.0 10.9 10.4 11.7 44.0 NA 34.0 148 85 NA 82 104 116 122 120 119 115 7 > 6>5 > 8>4 > 9>10
O. bikegila sp. nov. 3 NA; P9-037 * F STP, Príncipe 19.0 11.8 11.9 12.6 NA NA 35.1 151 85 205 84 108 118 121 120 119 115 7 > 6>5 > 8>4 > 9>10
O. bikegila sp. nov. 4 NA; P9-038 * M STP, Príncipe 17.4 10.9 12.1 11.6 NA NA 30.5 145 75 192 80 103 114 118 116 113 108 7 > 6>8 > 5>4 > 9>10
O. hartlaubi 1 NA; ST03-294 * STP, São Tomé 16.1 6.5 9.7 NA NA NA 30.8 130 67 NA NA NA NA NA NA NA NA NA
O. hartlaubi 2 NA; ST-R16-0202 * STP, São Tomé NA NA NA NA NA NA NA 139 NA NA NA NA NA NA NA NA NA NA
O. hartlaubi 3 NA; ST10-440 * STP, São Tomé 15.5 9.8 NA NA NA NA 32.9 132 68 NA NA NA NA NA NA NA NA NA
O. hartlaubi 4 NA; ST-R17-0264 * STP, São Tomé NA NA NA NA NA NA 27.8 134 67 NA NA NA NA NA NA NA NA NA
O. hartlaubi NA; ST15-144 * STP, São Tomé 16.1 6.3 9.1 10.1 39.0 NA 31.9 135 65 170 74 86 101 107 106 104 100 7 > 6>5 > 8>4 > 9>10
O. hartlaubi SMD C50544 STP, São Tomé 17.1 6.1 NA 10.6 39.5 17.1 30.6 136 69 174 65 91 102 108 107 104 92 7 > 6>5 > 8>4 > 9>10
O. s. senegalensis SMF 25448 Gambia 18.3 6.4 9.8 12.5 42.3 17.3 24.2 141 65 175 66 95 96 96 90 89 81 7 = 8>9 > 6>5 > 5>10
O. s. senegalensis BMNH 1929.2.18.131 Gambia NA 6.7 NA NA 41.0 16.5 22.0 140 60 167 81 98 104 106 105 96 87 7 > 6>8 > 9>5 > 4>10
O. s. senegalensis BMNH 1907.12.26.41 Gambia 17.0 8.0 10.2 9.4 42.0 19.0 23.0 140 60 190 73 92 99 103 100 94 87 7 > 6>8 > 5>9 > 4>10
O. s. senegalensis BMNH 1955.6.N-20.3927 Cape Verde 17.0 6.0 11.0 9.0 39.0 18.0 22.0 135 60 170 NA NA NA NA NA NA NA NA
O. s. senegalensis BMNH 1955.6.N-20.3926 Senegal 15.3 6.5 10.7 8.2 40.0 15.5 23.0 145 65 170 NA NA NA NA NA NA NA 8 > 7>9 > 6>5 > 4>10
O. s. senegalensis BMNH 1955.6.N-20.3930 West Africa 16.5 6.1 11.7 9.9 40.0 15.5 24.0 135 57 170 80 97 100 98 98 93 87 8 > 7=6 > 9>5 > 4>10
O. s. senegalensis BMNH 94.8.15.28 Ghana, Accra 17.1 6.1 11.0 10.5 42.0 15.5 23.0 137 58 175 70 87 94 95 89 84 82 7 > 8>6 > 9>5 > 4>10
O. s. senegalensis BMNH 1930.12.21.13 Ghana, Tamatuku 15.8 6.3 11.0 9.0 40.0 17.5 20.0 125 55 173 NA NA NA NA NA NA NA NA
O. s. senegalensis BMNH 1911.12.23.506 Nigeria, Bauchi 17.2 5.2 11.0 9.4 44.0 18.5 22.0 135 58 170 89 94 99 98 94 88 85 8 > 7>6 = 9>10 > 5>4
O. s. senegalensis BMNH 1909.12.31.43 DRC, Bunkeya 16.4 6.3 11.1 9.2 40.5 21.0 23.0 140 60 165 76 92 103 105 108 98 93 6 > 7>8 > 5>4 > 9>10
O. s. senegalensis BMNH 1909.12.31.42 DRC, Katanga 15.8 5.0 10.4 8.0 41.5 15.0 23.0 130 57 150 70 90 95 97 93 86 80 7 > 8>6 > 9>5 > 4>10
O. s. senegalensis BMNH 1957.35.44 Angola, Sumbe 15.5 5.0 10.4 8.5 37.0 15.5 22.0 125 60 165 65 83 90 90 85 80 75 7 = 8>6 > 9>5 > 4>10
O. s. senegalensis BMNH 1937.12.27.211 Tanzania 16.7 5.8 9.7 9.5 40.0 16.0 22.0 128 50 160 70 82 90 91 90 86 82 7 > 6=8 > 5>4 = 9>10
O. s. senegalensis BMNH 1936.2.21.479 Djibouti 16.5 6.0 11.0 9.8 42.0 17.0 21.0 137 60 170 72 87 97 99 96 83 83 7 > 8>6 > 9>4 = 5>10
O. s. senegalensis SMF 10119 Ethiopia, Maki 16.8 6.3 9.3 11.0 36.1 17.2 22.1 128 53 151 72 87 93 96 96 91 NA NA
O. s. senegalensis SMF 10121 Somalia, Bardera 16.5 4.8 8.0 10.1 32.7 13.8 21.5 103 40 126 54 65 72 72 74 72 64 6 > 5=7 = 8>9 > 4>10
O. senegalensis feae BMNH 1911.12.23.4044 EG, Annobón 16.8 6.4 12.0 10.7 40.0 17.5 20.0 135 60 185 84 95 104 106 102 NA NA 7 > 8>6 > 9>10 > 5>4
O. senegalensis feae SMF 25452 EG, Annobón 16.9 6.8 9.2 10.9 36.6 16.9 24.1 130 55 165 74 89 97 96 94 91 85 8 > 7>6 > 5>9 > 4>10
O. pembaensis BMNH 1937.2.14.1 HT Tanzania, Pemba 19.0 8.9 NA 12.2 49.0 20.0 28.0 152 73 210 75 97 108 111 104 98 90 7 > 8>6 > 5>9 > 4>10
O. pembaensis BMNH 1937.12.14.2 Tanzania, Pemba 20.5 8.5 NA 12.7 47.0 21.0 30.0 155 75 212 76 100 109 111 102 97 90 7 > 8>6 > 9>5 > 4>10
O. pembaensis BMNH 1937.12.14.3 Tanzania, Pemba 19.0 9.0 NA 12.2 48.0 20.0 28.0 155 78 212 75 98 109 110 107 95 91 7 > 8>6 > 5>9 > 4>10
O. pembaensis BMNH 1937.12.14.4 Tanzania, Pemba 20.0 8.5 13.5 12.1 47.0 21.0 28.0 150 80 212 75 99 111 112 108 101 96 7 > 8>6 > 5>9 > 4>10
O. pembaensis BMNH 1937.12.14.5 Tanzania, Pemba 18.2 7.5 NA 11.2 46.5 20.0 29.0 150 76 210 75 96 103 104 103 97 92 7 > 6=8 > 5>9 > 4>10
O. pembaensis BMNH 1937.12.14.6 Tanzania, Pemba 18.9 8.0 11.5 11.9 47.0 20.0 28.0 150 76 210 70 95 107 114 113 109 103 7 > 6>5 > 8>4 > 9>10
O. pembaensis BMNH 1956.29.9 Tanzania, Pemba NA NA NA NA NA NA NA 152 NA 190 77 98 107 110 107 104 94 7 > 8=6 > 5>9 > 4>10
O. scops BMNH 941.5.30.8805 Spain, Ibiza 16.2 5.7 9.2 9.5 39.0 18.0 22.0 154 65 190 98 113 116 112 106 101 96 8 > 9>7 > 6>5 > 10 > 4
O. scops BMNH 87.11.11.43 Spain, Seville 15.1 5.8 11.0 9.1 37.0 16.5 23.0 152 70 182 94 109 107 105 98 92 90 9 > 8>7 > 6>10 > 5>4
O. scops BMNH 97.11.10.292 Spain, Malaga 16.8 6.2 11.0 9.8 40.5 14.2 28.0 147 68 170 85 102 109 106 98 87 86 8 > 7>9 > 6>5 > 4>10
O. scops BMNH 1947.4.89 France, Var 16.1 6.8 11.0 9.0 43.0 18.0 28.0 160 70 200 96 114 114 114 101 96 85 7 = 8=9 > 6>10 = 5>4
O. scops BMNH 1934.1.1.1510 Italy, Bibbiena 16.5 7.0 10.5 9.5 43.0 17.0 24.0 157 71 186 100 117 118 115 111 98 96 8 > 9>7 > 6>10 > 5>4
O. scops BMNH 1905.6.28.739 Italy, Naples 16.5 6.8 10.5 10.0 43.5 17.0 26.0 155 68 185 95 106 110 105 102 95 93 8 > 9>7 > 6>10 = 5>4
O. scops BMNH 1905.6.28.740 Italy, Naples 16.9 6.6 11.0 9.7 46.0 16.1 27.0 159 70 200 92 110 113 109 100 92 90 8 > 9>7 > 6>10 = 5>4
O. scops BMNH 1955.6.N-20.3874 Morocco, Tangier 16.7 7.8 NA 11.5 43.0 20.0 22.0 155 65 180 92 104 104 102 99 94 94 8 = 9>7 > 6>5 = 4>10
O. scops BMNH 1919.12.11.8 Morocco, Atlas 15.0 6.5 9.8 10.0 39.5 14.0 22.0 150 80 178 94 107 109 107 92 88 88 8 > 9=7 > 10 > 6>5 = 4
O. scops BMNH 73.5.28.10 Algeria 18.1 6.5 NA 11.0 42.0 17.0 26.0 154 70 180 91 105 106 106 98 94 87 8 = 7>9 > 6>5 > 10 > 4
O. scops BMNH 1916.9.20.746 Sudan, Trufikia 15.5 6.7 NA 9.5 45.0 18.5 24.0 163 75 195 100 115 116 111 100 98 98 8 > 9>7 > 10 = 6>5 = 4
O. scops BMNH 1977.20.227 Liberia, Mt. Nimba 15.0 6.5 11.5 10.0 42.0 17.0 23.0 154 70 185 NA NA NA NA NA NA NA 7 > 6>8 > 5>4 > 9>10
O. scops BMNH 1977.20.229 Liberia, Mt. Nimba 14.0 5.5 10.3 10.3 42.0 19.0 26.5 155 70 195 94 112 112 107 98 96 91 8 = 9>7 > 6>5 > 10 > 4
O. scops BMNH 1977.20.232 Liberia, Mt. Nimba 17.0 5.5 10.4 10.0 40.2 17.0 27.0 157 72 175 92 104 NA NA NA NA NA NA
O. scops BMNH 1977.20.228 Liberia, Mt. Nimba 17.3 6.0 10.2 9.5 40.0 17.0 23.0 165 73 190 105 115 NA NA NA NA NA 8 > 9>7 > 6>10 > 5>4
O. brucei obsoletus SMF 25430 Uzbekistan 18.5 5.8 8.7 11.5 43.1 16.9 29.6 153 72 186 96 112 112 114 109 100 90 7 > 8=9 > 6>5>10>4
Figure 2. 

The candidate species of Otus from Príncipe A female specimen MHNC-UP-AVE7000, showing colouration in life (available also in the Macaulay library (ML): ML470442301; grey-brown morph) B female (left, sample P9-037) and male (right, sample P9-038) grey-brown morphs captured at Boca do Inferno on January 28, 2019 (ML470438621) C rufous morph individual photographed at Ribeira Porco area on July 04, 2016 D daytime sighting of a grey-brown morph individual between Rio São Tomé and Ribeira Porco on January 19, 2019 (ML470443361, only the rufous upperparts are clearly seen) E grey-brown morph individual photographed in the Ribeira Porco area on January 21, 2019 F fully developed brood patch of a female rufous morph (sample P8-001) captured in the Ribeira Porco area on January 20, 2019 (ML470440211). ML – Macaulay Library. Photographs: A – HP B, D, F – MM and BF C – PV E – Paul van Giersbergen.

Taxonomy

In this study, species diagnosis was based upon four lines of evidence: morphometrics, plumage colouration and pattern, song, and DNA sequence data.

Species and subspecies limits of scops-owls are challenging to ascertain, leading to numerous taxonomic arrangements. This study follows the taxonomic arrangement and nomenclature of The Clements Checklist of Birds of the World (Clements et al. 2021). Terminology and description scheme follow Sangster et al. (2013), and the features used for the description are depicted in the Suppl. material 3. Description of colour in life is based on the holotype, with some reference to variation as observed in specimens photographed in the field (Fig. 2).

Morphology

Four scops-owl individuals from Príncipe (including the vouchered specimen) were captured in the field. These were measured together with representatives of four of the five species of the Afro-Palearctic clade (sensu Pons et al. 2013) and O. brucei obsoletus (Cabanis, 1875). The latter was included due to the potential affinities of O. brucei (Hume, 1872) with African species (Pons et al. 2013). The Arabian Scops-Owl O. pamelae Bates, 1937 was not included, but we measured individuals of O. senegalensis feae (Salvadori, 1903) from Annobón Island, considered by some authors as a distinct species (Collar and Boesman 2020; Gill et al. 2021). The morphometric dataset includes measurements collected from museum specimens and living individuals measured in the field (Table 1).

Measurements were taken as follows: bill length from the bill tip to where the culmen enter the feathers (Bilen); bill length from the anterior end of the nares to the tip (Binares); bill width (Biwid) and bill depth (Bidepth) at the anterior end of nares; head+bill (Hebi), from the tip of the bill to the opposite point on the back of the skull; middle toe length (Midt); tarsus length (Tarlen), from the tibiotarsus joint to the distal end of the tarsometatarsus, when the foot is held to the leg; tail length (Tailen), from where the ruler stops at the root of the central pair of rectrices and to the tip of this same pair (by sliding the ruler between the rectrices and the undertail coverts); body length (Bolen) from the top of the head to the tip of the central pair of rectrices; wing length (Wilen), flattened, from the carpal joint to the tip of the longest primary; wing formula, sequence of primary feathers ordered by size; and length of primary feathers (P4–P10, in which P1 is the closest to the body), which were transformed in shortfall of P4–P10 to tip of longest primary. Body, wing, and tail length were measured with standard wing and tail rulers to the nearest 1.0 mm. The length of the primary feathers was measured to the nearest 1.0 mm with a ruler with a pin at the origin; the pin is inserted between two primary feathers until it touches the skin (Jenni and Winkler 1989). All other measurements were made using a digital calliper (Mitutoyo CD-P15K, Mitutoyo Corporation, Kawasaki, Japan) to the nearest 0.1 mm. All measurements were collected by MM, BF, and RL (Table 1). A constant of one was added to each number to make all shortfalls non-zero. All mea­surements were log-transformed (base-10) to normalise distributions (McDonald 2014).

The four individuals from Príncipe were sexed with a molecular protocol (Griffiths et al. 1998), and comprised three females and one male (Table 1). For the statistical analyses males and females were treated together due to the low sampling size, and the fact that most museum specimens were not sexed.

Morphometric differences were explored using a Principal Component Analysis (PCA), performed using the FactoMineR package (Lê et al. 2008) and carried out using R v. 3.6 (R Core Team 2017) in RStudio v. 1.1.447 (RStudio Team 2015). Measurements were size-standardised to prevent the dominance of variables invol­ving larger measurement units, thus allowing comparisons between variables. The wing formula was not used in the analyses. Since several individuals had missing data, to maxi­mise the number of analysed specimens of each species only the following variables were used in the PCA: Bilen, Binares, Biwid, Tarlen, Wilen, and Tailen. This dataset included 44 specimens from seven taxa, including three individuals from Príncipe. Welch’s ANOVA (recommended for unbalanced designs, different samples sizes, and different standard deviations; McDonald 2014), was used together with Games-Howell post-hoc comparisons to test whether the groups differed from each other.

Plumage description

We used colour standards (Köhler 2012) to describe the plumage of the species of the Afro-Palearctic clade, except for O. pamelae, but including O. senegalensis feae (see Suppl. material 6). The topographic terms of the scops-owl body are detailed in the Suppl. material 3.

Bioacoustic analyses

We compared the calls of the candidate species with the calls of scops-owls from the Afro-Palearctic clade, O. brucei, and the Sokoke Scops-Owl O. ireneae Ripley, 1966 (Tables 2, 3). Otus ireneae is not part of the Afro-Palearctic clade but was included because it has the most similar calls to the ones of the candidate species. Recordings were collected from Xeno-canto (XC; www.xeno-canto.org), Avian Vocalizations Center (AVoCet; https://avocet.integrativebiology.natsci.msu.edu), The Internet Bird Collection (www.hbw.com/ibc), the private collection of PV and the collection of vocalisations obtained during fieldwork on Príncipe by co-authors. Newly collected calls were deposited in Xeno-canto (Suppl. material 7). From each independent source, only one recording was used (unless there were only very limited recordings available). In total, 43 recordings from ten taxa were analysed (Suppl. material 7). In most owls, both sexes produce similar calls for territorial defence, mate attraction, and pair-bonding (Marks et al. 1999; König et al. 2008), therefore our analyses included both male and female recordings. Vocalisations of scops-owls are generally made up of a simple primary call composed by the repetition of the same note (Marks et al. 1999). The call of the Cyprus Scops-Owl O. cyprius (von Madarász, 1901) is composed by the coupling of one long and one short note (Flint et al. 2015), and both note types were included in the analysis. The candidate species primary call is characterised by a repeated note (Suppl. material 4: Fig. S2A, B), but its repertoire also includes a cat-like “kee-a-u” note (Suppl. material 4: Fig. S2C, D). The latter was not included in the analysis.

Table 2.

Measurements (in Hz) of bioacoustic variables (frequency parameters) of Otus species of the Afro-Palearctic clade, O. brucei and of O. ireneae (the species whose vocalisations are closest to the ones of the candidate species from Príncipe). n: number of individuals. Average ± standard deviation; (minimum-maximum values). F1: frequency at start; F2: frequency at end; F3: frequency at 25% of total duration; F4: frequency at midpoint; F5: frequency at 75% of total duration; F6: frequency at maximum amplitude; F7: maximum frequency; F8: minimum frequency.

Taxon n F1 F2 F3 F4 F5 F6 F7 F8
O. bikegila sp. nov. (main call) 5 891.0 ± 72.9 967.0 ± 32.3 1012.3 ± 44.2 981.3 ± 40.2 967.7 ± 35.8 1005.7 ± 47.6 1054.0 ± 30.1 910.3 ± 43.2
(781.7–961.7) (933.3–1020.0) (980.0–1090.0) (950.0–1050.0) (931.7–1020.0) (976.7–1090.0) (1035.0–1106.7) (868.3–973.3)
O. bikegila sp. nov. (cat-like call) 2 966.7 ± 80.1 859.2 ± 27.1 1180.8 ± 121.4 1234.2 ± 62.5 1149.2 ± 140.2 1220.0 ± 70.7 1245.0 ± 77.8 853.3 ± 4.7
(910.0–1023.3) (840.0–878.3) (1095.0–1266.7) (1190.0–1278.3) (1050.0–1248.3) (1170.0–1270.0) (1190.0–1300.0) (850.0–856.7)
O. hartlaubi 5 1236.2 ± 101.5 1220.7 ± 54.9 1409.7 ± 65.9 1396.3 ± 80.0 1340.5 ± 62.2 1383.2 ± 62.5 1461.8 ± 47.2 1178.2 ± 83.0
(1078.3–1360.0) (1155.0–1285.0) (1330.0–1478.3) (1295.0–1483.3) (1250.0–1418.3) (1331.7–1480.0) (1407.5–1526.7) (1066.7–1267.5)
O. senegalensis senegalensis 4 1235.0 ± 184.2 1133.3 ± 112.7 1092.5 ± 123.3 1156.7 ± 60.5 1074.6 ± 83.9 1134.2 ± 84.3 1422.5 ± 341.5 963.3 ± 70.4
(1071.7–1433.3) (1035.0–1260.0) (1021.7–1276.7) (1095.0–1236.7) (1011.7–1198.3) (1051.7–1251.7) (1126.7–1908.3) (885.0–1050.0)
O. senegalensis feae 3 1220.3 ± 146.6 1189.2 ± 50.6 1165.3 ± 76.3 1203.3 ± 92.5 1143.1 ± 46.8 1156.9 ± 75.1 1310.3 ± 54.9 1098.9 ± 68.1
(1060.0–1347.5) (1132.5–1230.0) (1120.0–1253.3) (1145.0–1310.0) (1110.0–1196.7) (1107.5–1243.3) (1250.0–1357.5) (1050.0–1176.7)
O. pembaensis 5 575.3 ± 47.8 665.7 ± 65.3 693.7 ± 52.8 709.7 ± 52.7 711.0 ± 49.1 702.0 ± 50.0 726.0 ± 48.9 593.0 ± 49.5
(506.7–636.7) (613.3–773.3) (621.7–770.0) (633.3–780.0) (651.7–783.3) (638.3–776.7) (660.0–790.0) (530.0–660.0)
O. pamelae 5 1116.3 ± 72.7 1190.0 ± 55.4 1219.0 ± 90.5 1241.0 ± 104.8 1179.7 ± 75.6 1250.3 ± 91.5 1349.0 ± 114.4 1054.3 ± 40.4
(1031.7–1213.3) (1111.7–1268.3) (1120.0–1363.3) (1096.7–1366.7) (1083.3–1291.7) (1160.0–1403.3) (1220.0–1516.7) (1020.0–1123.3)
O. scops 5 1505 ± 137.5 1210.2 ± 44.1 1203.8 ± 39.0 1230.1 ± 34.9 1255.3 ± 44.7 1255.3 ± 46.2 1478.6 ± 121.8 1183.5 ± 43.4
(1335.0–1695.0) (1152.5–1275.0) (1155.0–1260.0) (1200.0–1285.0) (1193.3–1318.3) (1210.0–1326.7) (1336.3–1628.3) (1140.0–1253.3)
O. cyprius (long note) 5 1312.6 ± 60.0 1079.7 ± 67.1 1084.6 ± 73.1 1091.0 ± 71.7 1101.4 ± 65.1 1139.4 ± 72.7 1391.1 ± 85.4 1059.7 ± 72.2
(1236.7–1400.0) (1016.7–1193.3) (1035.0–1213.3) (1035.0–1216.7) (1043.4–1213.3) (1063.4–1231.7) (1291.7–1520.0) (996.7–1183.3)
O. cyprius (short note) 5 1128.1 ± 59.7 1038.5 ± 57.1 1094.8 ± 132.1 1046.6 ± 90.6 1045.7 ± 85.5 1067.2 ± 72.9 1212.9 ± 104.9 1007.9 ± 75.4
(1058.9–1223.3) (998.3–1135.0) (1015.0–1330.0) (976.7–1200.0) (960.0–1186.7) (1020.0–1196.7) (1124.4–1345.0) (945.0–1138.3)
O. brucei 4 355.0 ± 48.8 358.3 ± 49.1 463.8 ± 75.5 447.1 ± 62.0 390.4 ± 50.2 462.1 ± 63.6 469.6 ± 69.5 336.3 ± 48.0
(285.0–388.3) (285.0–388.3) (356.7–530.0) (356.7–493.3) (335.0–450.0) (370.0–510.0) (370.0–530.0) (270.0–373.3)
O. ireneae 2 936.7 ± 99.0 919.2 ± 38.9 943.3 ± 75.4 945.0 ± 73.1 926.7 ± 51.9 946.7 ± 61.3 958.3 ± 58.9 892.5 ± 43.6
(866.7–1006.7) (891.7–946.7) (890.0–996.7) (893.3–996.7) (890.0–963.3) (903.3–990.0) (916.7–1000.0) (861.7–923.3)
Table 3.

Measurements (in Hz) of bioacoustic variables (temporal parameters) of Otus species of the Afro-Palearctic clade, O. brucei and of O. ireneae (the species whose vocalisations are closest to the ones of the candidate species from Príncipe). n: number of individuals. Average ± standard deviation; (minimum-maximum values). DT1: total duration; DT2: time to maximum amplitude; DT3: time to maximum frequency; DT4: internote interval; DF1: frequency drop from start to end; DF2: frequency range; DFT1: slope from 25% to 75% of total duration; DFT2: slope from midpoint to end.

Taxon n DT1 DT2 DT3 DT4 DF1 DF2 DFT1 DFT2
O. bikegila sp. nov. 5 0.238 ± 0.007 0.100 ± 0.014 0.057 ± 0.021 1.046 ± 0.053 76.0 ± 62.8 143.7 ± 25.8 -374.4 ± 252.1 -120.9 ± 110.2
(0.231–0.248) (0.078–0.112) (0.032–0.083) (0.992–1.121) (6.7–178.3) (110–175) (-581.5–45.2) (-250.3–21.7)
O. bikegila sp. nov. (cat-like call) 2 0.347 ± 0.009 0.161 ± 0.002 0.138 ± 0.025 - -107.5 ± 53.0 391.7 ± 73.1 -185.7 ± 117.8 -2158.6 ± 146.7
(0.341–0.354) (0.160–0.162) (0.120–0.155) - (-145.0 – -70.0) (340.0–443.3) (-268.9 – -102.4) (-2262.4 – -2054.9)
O. hartlaubi 5 0.292 ± 0.017 0.161 ± 0.054 0.078 ± 0.038 13.899 ± 2.847 -15.5 ± 126.5 283.7 ± 106.5 -468.4 ± 348.7 -1209.4 ± 672.6
(0.267–0.315) (0.113–0.241) (0.030–0.110) (9.181–15.998) (-141.7–186.7) (140.0–403.3) (-773.0 – -61.0) (-2034.1 – -312.7)
O. senegalensis senegalensis 4 0.337 ± 0.150 0.201 ± 0.135 0.058 ± 0.047 6.446 ± 2.426 -101.7 ± 72.1 459.2 ± 381.1 -155.8 ± 429.3 -240.3 ± 500.7
(0.206–0.476) (0.091–0.370) (0.010–0.102) (4.094–9.131) (-173.3 – -30.0) (191.7–1023.3) (-769.7–230.9) (-570.1–503.1)
O. senegalensis feae 3 0.420 ± 0.019 0.216 ± 0.087 0.119 ± 0.153 7.247 ± 0.201 -31.1 ± 107.7 211.4 ± 71.1 -92.5 ± 143.8 -61.8 ± 301.4
(0.402–0.441) (0.121–0.291) (0.013–0.295) (7.127–7.479) (-142.5–72.5) (146.7–287.5) (-253.2–23.8) (-364.3–238.5)
O. pembaensis 5 0.225 ± 0.017 0.112 ± 0.045 0.112 ± 0.041 6.121 ± 0.916 90.3 ± 38.8 133.0 ± 7.1 156.4 ± 121.3 -409.1 ± 333.4
(0.207–0.246) (0.061–0.171) (0.043–0.155) (5.043–7.570) (48.3–136.7) (126.7–145.0) (-37.3–246.9) (-784.9 – -58.1)
O. pamelae 5 0.390 ± 0.078 0.160 ± 0.035 0.103 ± 0.034 5.665 ± 4.550 73.7 ± 59.3 294.7 ± 80.7 -202.1 ± 130.9 -278.6 ± 443.4
(0.281–0.481) (0.120–0.206) (0.068–0.157) (0.444–11.381) (21.7–158.3) (200.0–393.3) (-407.3 – -65.4) (-588.9–383.5)
O. scops 5 0.248 ± 0.033 0.102 ± 0.050 0.020 ± 0.017 2.608 ± 0.174 -294.8 ± 95.4 295.1 ± 97.6 430.5 ± 193.2 -187.5 ± 314.0
(0.206–0.291) (0.047–0.169) (0.010–0.050) (2.423–2.789) (-420.0 – -182.5) (178.8–401.7) (181.5–662.3) (-730.4–66.1)
O. cyprius (long note) 5 0.226 ± 0.014 0.088 ± 0.039 0.019 ± 0.006 3.245 ± 0.236 -232.8 ± 49.4 331.4 ± 56.8 141.9 ± 160.6 -101.0 ± 114.6
(0.213–0.245) (0.049–0.145) (0.013–0.028) (3.035–3.643) (-283.3 – -165.0) (241.7–395.0) (-32.1–363.9) (-211.4–34.0)
O. cyprius (short note) 5 0.124 ± 0.035 0.059 ± 0.024 0.014 ± 0.006 3.344 ± 0.227 -89.6 ± 22.9 204.9 ± 72.7 -938.8 ± 1357.8 -357.5 ± 953.6
(0.084–0.159) (0.042–0.100) (0.008–0.020) (3.116–3.714) (-113.3 – -58.1) (129.7–318.3) (-3144.9 – -2.4) (-1438.2–561.9)
O. brucei 4 0.115 ± 0.021 0.040 ± 0.010 0.032 ± 0.001 0.756 ± 0.140 3.3 ± 15.5 133.3 ± 44.5 -1166.5 ± 960.3 -1545.8 ± 115.2
(0.090–0.133) (0.032–0.053) (0.032–0.033) (0.629–0.922) (-11.7–25.0) (100.0–198.3) (-2457.3 – -377.4) (-1653.0 – -1387.3)
O. ireneae 2 0.173 ± 0.026 0.091 ± 0.008 0.063 ± 0.055 0.428 ± 0.027 -17.5 ± 60.1 65.8 ± 15.3 -173.7 ± 245.7 -273.8 ± 353.7
(0.154–0.192) (0.085–0.097) (0.023–0.102) (0.409–0.447) (-60.0–25.0) (55.0–76.7) (-347.5–0.0) (-523.9 – -23.7)

Recordings were sampled using a 16-bit accuracy and a sampling rate converted to 12 kHz in Avisoft-SASLab pro v. 4.3 (Avisoft Bioacoustics). The following 16 variables were collected for each note: F1, frequency at start (peak frequency at 0s, Hz); F2, frequency at end (peak frequency at last of four call intervals, Hz); F3, frequency at 25% of total duration (peak frequency at the first interval, Hz); F4, frequency at midpoint (peak frequency at the second interval, Hz); F5, frequency at 75% of total duration (peak frequency at the third interval, Hz); F6, frequency at maximum amplitude (frequency at maximum amplitude of note, Hz); F7, maximum frequency (maximum frequency through the note, Hz); F8, minimum frequency (minimum frequency through the note, Hz); DT1, total duration (duration, s); DT2, time to maximum amplitude (time to maximum amplitude of note, s); DT3, time to maximum frequency (time to maximum frequency of note, s); DT4, internote interval (start time – end time of previous note, s); DF1, frequency drop from start to end (F2-F1, Hz); DF2, frequency range (F7-F8, Hz); DFT1, slope from 25% to 75% of total duration ([F5-F3]/∆t, Hz/s); DFT2, slope from midpoint to end ([F2-F4]/∆t, Hz/s). The 16 variables were extracted from the analysis of the spectrograms. We used a Fast Fourier Transformation size of 512 points, a 100% frame size and a temporal resolution overlap of 87.5% (flat top window type), resulting in a frequency resolution of 86 Hz and a temporal resolution of 4.5 ms. Frequencies were analysed between 0.5 Hz (highpass) and 2.25 Hz (lowpass), except for O. brucei with the highpass set at 0.0 Hz; the greyscale was set to 30%. When background noise hampered the measurement of the variables, frequencies were filtered and adjusted by shortening the interval between the highpass and the lowpass.

For each recording, variables were measured on six notes and their means (Suppl. material 8) were used as sample points to calculate the ranges, means and standard deviations for each taxon. A constant of 3000 was added to each computed value to ensure that the dataset only included positive numbers. All measurements were log-transformed (base-10) to normalise distributions (McDonald 2014).

PCA was performed using the FactoMineR package (Lê et al. 2008) using R v. 3.6 (R Core Team 2017) in RStudio v. 1.1.447 (R Studio Team 2015). Measurements were size-standardised to make the variables comparable. Welch’s ANOVA and Games-Howell post-hoc comparisons were used to test whether the groups differed from each other (McDonald 2014).

Molecular data

Blood samples were collected non-destructively from the brachial vein of mist-netted individuals and were stored in 96% ethanol for genetic analysis (see molecular dataset: Table 4). Blood samples of the scops-owl from Príncipe were collected at Boca do Inferno (1°36.16'N, 7°24.06'E, ca. 300 m a.s.l.) (n = 2) and close to Ribeira Porco (1°33.03'N, 7°22.29'E, ca. 100 m a.s.l.) (n = 2), both localities within Príncipe Obô Natural Park (Fig. 1; Suppl. material 9). We obtained four blood samples of O. hartlaubi (Giebel, 1872) from São Tomé (Suppl. material 9), and were lent one blood sample of O. senegalensis feae (Annobón), and one blood sample of Moheli Scops-Owl O. moheliensis Lafontaine & Moulaert 1998. We were lent additional samples from museum specimens, including toe-pad samples for one of each of the two subspecies of the Sandy Scops-Owl, O. icterorhynchus icterorhynchus (Shelley, 1873) and O. i. holerythrus (Sharpe, 1901), from the American Museum of Natural History, New York (AMNH) (Table 4).

Table 4.

List of scops-owls (Otus) samples and GenBank accession numbers for the gene fragments used in this study. Accession numbers in bold indicate sequences newly produced for this study. STP – São Tomé and Príncipe; EG – Equatorial Guinea; DRC – Democratic Republic of the Congo; CHIMERA – sequences for a given taxon obtained from different individuals.

Taxon Locality 12S 16S ATP6 COI CYTB ND2 ND3 KIAA MYO2 RAG1 SACS TGFB2 TTN
O. bikegila sp. nov. 1 STP: Príncipe OM978880 OM978895 OM913485 OM937282 OM937307 OM937351 ON016156 OM937319 OM937336 ON016107 ON016118 ON016136 ON016141
O. bikegila sp. nov. 2 STP: Príncipe OM978881 OM978896 OM913486 OM937283 OM937308 OM937352 ON016157 ON016108 ON016119 ON016137 ON016142
O. bikegila sp. nov. 3 STP: Príncipe OM978882 OM978897 OM937284 OM937309 OM937353 ON016158 OM937337 ON016109 ON016120 ON016139 ON016143
O. bikegila sp. nov. 4 STP: Príncipe OM978883 OM978898 OM913487 OM937285 OM937310 OM937354 ON016159 OM937320 OM937338 ON016110 ON016121 ON016140 ON016144
O. hartlaubi 1 STP: São Tomé OM978884 OM978899 EU601139 OM937286 EU601108 EU601032 EU600995 OM937321 EU601072 ON016122 EU600952 ON016145
O. hartlaubi 2 STP: São Tomé OM978885 OM978900 OM937287 OM937303 OM937349 ON016160 OM937322 OM937329 ON016111 ON016123 ON016130 ON016146
O. hartlaubi 3 STP: São Tomé OM978886 OM978901 OM937288 OM937304 OM937347 ON016161 OM937323 OM937330 ON016112 ON016124 ON016131 ON016147
O. hartlaubi 4 STP: São Tomé OM978887 OM978902 OM913483 OM937289 OM937305 OM937348 ON016162 OM937324 OM937331 ON016113 ON016125 ON016132 ON016148
O. senegalensis senegalensis South Africa EU601166 EU601127 EU601056 EU601019 EU601098 EU600976
O. senegalensis feae EG: Annobón OM978891 OM978908 OM913484 OM937293 OM937306 OM937350 ON016155 OM937327 OM937333 ON016116 ON016128 ON016138 ON016151
O. pembaensis 1 Tanzania: Pemba EU601157 EU601123 EU601048 EU601010 EU601090 EU600967
O. pembaensis 2 Tanzania: Pemba EU601158 EU601124 EU601049 EU601011 EU601091 EU600968
O. pamelae Saudi Arabia KC138819 KC138827 KC138812
O. scops 1 France EU601146 EU601115 EU601039 EU601001 EU601079 EU600958
O. scops 2 France OM978906 OM937314 ON016164 OM937325 OM937334 ON016114 ON016126 ON016135 ON016149
O. scops 3 France OM978907 OM937313 ON016165 OM937326 OM937339 ON016115 ON016127 ON016133 ON016150
O. scops 4 France OM978890 OM978905 OM913488 OM937292 OM937312 OM937355 ON016163
O. cyprius Cyprus KT803674 OM937311
O. brucei CHIMERA– United Arab Emirates; Oman EU348985 KC138817 KC138825 KC138811 EU348920
O. longicornis CHIMERA– Philippines – Isabela, Luzon; Unknown U83751 OM978909 EU601151 OM937294 EU601119 OM937356 EU601005 EU601084 EU600962
O. mirus CHIMERA– Philippines: Mindanao; Unknown U83752 EU601126 EU601057 EU601020 EU601099 EU600978
O. elegans Unknown AB842985 EU123899
O. mayottensis Mayotte EU601154 EU601122 EU601046 EU601008 EU601087 EU600965
O. madagascariensis Madagascar OM978893 OM978911 OM913489 OM937295 OM937315 OM937357 ON016166 EU601082 EU600960
O. rutilus Madagascar EU601135 EF198270 EF198304 EU600989 EU601066 EU600946
O. capnodes Comoros: Anjouan EU601145 EU601114 EU601038 EU601000 EU601078 EU600957
O. insularis Seychelles: Mahe EU601128 EU601101 EU601022 EU600983 EU601059 EU600940
O. sunia CHIMERA– China x 2; Thailand OM978894 OM978912 OM913491 ON016106 OM937316 OM937358 ON016167 EU601081 EU348927 EU600959
O. socotranus Socotra KC138824 KC138832 KC138816 KC138810
O. pauliani Comoros: Grande Comore EU601125 EU601058 EU601021 EU601100 EU600979
O. moheliensis Comoros: Moheli OM978892 OM978910 OM913490 OM937317 EU601045 ON016168 OM937328 OM937335 ON016117 ON016129 ON016134 ON016152
O. icterorhynchus holerythrus CHIMERA– Cameroon: Efulan; DRC: Kivu OM937318 OM937359 ON016169
O. icterorhynchus icterorhynchus Liberia: Lofa County OM937360 ON016170 OM937332
O. bakkamoena marathae India: Wadi OM937340
O. lempiji CHIMERA– Singapore: Indonesia (captive); Unknown OM978888 OM978903 OM913481 OM937290 OM937296 OM937341 ON016153 EU601076 EU348922 EU600981
O. lettia CHIMERA– Russia; China; Laos EU601140 GQ482285 EU601109 EU601033 EU600996 EU601073 EU348923 EU600953
O. megalotis CHIMERA– Philippines – Isabela: Luzon EU601133 JQ175645 EU601105 EU601027 EU600988 EU601064 EU600944
O. nigrorum CHIMERA– Philippines: Panay; Unknown U83755 JN131497 KF792802 EU348924
O. everetti CHIMERA– Philippines: Mindanao; Unknown U83754 U83779 JN131492 JN131480
O. semitorques CHIMERA– Russia; Unknown AY513588 EU601142 AB843645 EU601111 EU601035 EU600998 EU601075 EU600955
O. angelinae Indonesia: Java OM937342
O. silvicola Indonesia: Flores OM937302
O. spilocephalus vandewateri Sumatra OM937297 OM937343
O. spilocephalus vulpes Malaysia: Perak OM937298 OM937344
O. spilocephalus luciae Borneo OM937299
O. spilocephalus spilocephalus CHIMERA– China; Unknown EU601147 EU601116 EU601040 EU601080 KJ456094 EU600980
O. spilocephalus hambroecki Taiwan: Horisha OM937300 OM937345
O. spilocephalus latouchi CHIMERA– Laos; China OM978889 OM978904 OM913482 OM937291 OM937301 OM937346 ON016154 EU348926
O. ireneae Kenya EU601144 EU601113 EU601037 EU600999 EU601077 EU600956
Bubo bubo France EU601137 AJ003969 EU601029 EU600992 EU601069 EU600949
Strix aluco France EU601138 EU601107 EU601030 EU600993 EU601070 EU600950

Total genomic DNA was extracted from blood and tissue samples using an overnight Proteinase K digestion (10 mg/ml concentration) followed by a standard high-salt extraction method (Bruford et al. 1992). Before the extraction, blood was removed from the ethanol and left to dry in the incubator. Genomic extractions of toe-pads samples were performed using a specific protocol for museum samples (Dabney et al. 2013).

Mitochondrial and nuclear markers (mtDNA and nuDNA, respectively) were amplified and sequenced for the samples that were available to us. For mtDNA we amplified a fragment of the 12s and 16s ribosomal RNA genes (12S and 16S), ATPase subunit 6 (ATP6), cytochrome oxidase subunit I (COI), cytochrome b (CYTB), nicotinamide adenine dinucleotide dehydrogenase subunits 2 and 3 (ND2 and ND3). The nuDNA markers were: leucine-rich repeat and WD repeat-containing protein (KIAA1239), myoglobin intron-2 (MYO2), Recombination Activating Gene 1 (RAG1), sacsin (SACS), TGFb2 intron-5 (TGFB2), and titin (TTN).

Standard polymerase chain reactions (PCR) were performed in a final volume of 25 µl using 1 µl of each primer (10 pmol), 0.4 µl of total dNTPs (10 mM; Promega), 0.1 µl of 5 U/ml GoTaq Flexi DNA Polymerase (Promega), 5 µl of 5X Green GoTaq Flexi Buffer (Promega), 4 µl of MgCl2 (25 mM; Promega). The first PCR of the fragments amplified using a nested PCR approach (KIAA1239, SACS, TTN) were performed in half total reaction volume (12,5 µl). Primers and PCR conditions are provided as Suppl. material 10. For the amplification of the toe pads, we amplified shorter fragments of the MYO2, ND2, and ND3 genes. Successfully amplified products were purified and sequenced using dye-labelled dideoxy terminator cycle sequencing on an ABI 3730XL automated sequencer at Macrogen Inc.

PCR amplification of CYTB and ND2 sequences of O. cyprius, O. i. icterorhynchus, Wallace’s Scops-Owl O. silvicola (Wallace, 1864), and four subspecies of the Mountain Scops-Owl (Blyth, 1846) [O. spilocephalus vandewateri (Robinson & Kloss, 1916), O. s. vulpes (Ogilvie-Grant, 1906), O. s. luciae (Sharpe, 1888), and O. s. hambroecki (Swinhoe, 1870)] was performed in seven fragments of ca. 180–200 bp using custom-made primers (see Suppl. material 10). PCR products were cycle-sequenced in both directions using the Big Dye Terminator v. 3.1. Sequences were read on an ABI 3100 capillary sequencer (Applied Biosystems, Foster City, CA, USA). Samples amplified and sequenced at Muséum national d'Histoire naturelle, Paris (MNHN) (Table 4) followed Pons et al. (2013).

Chromatograms of newly generated sequences were checked by eye, edited and aligned using BioEdit v. 7.0.5.3 (Hall 1999). All newly determined sequences were submitted to GenBank (accession numbers provided in Table 4).

Molecular analyses

Six different datasets were compiled for different purposes, detailed below.

Dataset 1

ND2 sequences of the species belonging to the Afro-Palearctic clade and of O. brucei, whose taxonomic affinities are not resolved, although it appears to be closer to African and Indian Ocean islands species than to the Asian species (Pons et al. 2013). This alignment contained 16 sequences belonging to the candidate species from Príncipe, the five species of the Afro-Palearctic clade, including the mainland and Annobón subspecies of O. senegalensis, and O. brucei. This dataset was used to compute the mean genetic distances matrix (uncorrected p-distance in percentage, using the pairwise deletion option) within and between taxa. Distances were computed using MEGA, v. 7.0.21 (Kumar et al. 2016).

Dataset 2

Molecular dataset used for the phylogenetic and divergence time analyses. This dataset comprised 51 individuals from 39 taxa and a final concatenated sequence alignment of 12,925 bp. This dataset was built with the sequences produced in this study together with previously available sequences. We used homologous sequences of the Tawny Owl Strix aluco Linnaeus, 1758 and of the Eurasian Eagle-Owl Bubo bubo (Linnaeus, 1758) for outgroup rooting. The input files for phylogenetic inference were prepared in “Pipelogeny” (Muñoz-Pajares et al. 2019). Sequences were automatically aligned using the mafft algorithm (Katoh and Standley 2013). The best model of molecular evolution and the best partition scheme to analyse the molecular dataset was identified using PartitionFinder2 v. 2.1.1 (Lanfear et al. 2012, 2016) using the greedy algorithm and applying the Bayesian Information Criterion (BIC).

Bayesian inference (BI) analyses were computed in MrBayes v. 3.2.6 (Ronquist et al. 2012). Two runs of 100 million generations (starting with random trees) and four incrementally heated Markov chains were performed, using default heating values and sampling the Markov chains at intervals of 1000 generations. The first 40% of trees were discarded as burn-in, and the remaining trees were retained and summed up to gene­rate a 50%-majority rule consensus tree. Chain mixing, stabilisation and convergence of likelihood values was assessed by examining the standard deviation of split frequencies. PartitionFinder and the partitioned BI analyses were run on the CIPRES gateway server (Miller et al. 2010) on XSEDE. The purpose of this phylogenetic analysis was: 1) to confirm that the representatives of the candidate species form a monophyletic group; 2) to infer the phylogenetic relationships of the candidate species within Otus.

We estimated divergence times (one partition per locus) using Beast 1.10.4 (Drummond et al. 2012). Substitution models for each marker were selected using MEGA X (Kumar et al. 2018) and used default prior distributions for the substitution models parameters. We specified uncorrelated lognormal clock models (Drummond and Rambaut 2007) for the seven mitochondrial loci and strict clock models for six nuclear loci. As calibrations, we used the substitutions rates and corresponding associated uncertainties from Lerner et al. (2011) and specified the following priors: ND2 – normal distribution with mean 0.029 and standard deviation 0.0029; ND3 – normal distribution with mean 0.024 and standard deviation 0.003; ATP6 – normal distribution with mean 0.026 and standard deviation 0.0026; CYTB – normal distribution with mean 0.014 and standard deviation 0.0012. We used uniform distributions for each of the nuclear loci (lower bound: 0.0, upper bound: 0.5). We specified a Birth-Death prior for the tree prior. MCMC chains were run for 50 million iterations with trees and parameters sampled every 1000 iterations. Analyses were run on the CIPRES 3.1 gateway server (Miller et al. 2010). We used Tracer v. 1.7 (Rambaut et al. 2018) to help ensure that the effective sample size for all Bayesian analyses of the underlying posterior distribution was adequate (> 200) for meaningful estimation of parameters.

Datasets 3–6

The alignments of each nuclear gene were analysed separately to obtain evidence for genetic differentiation of lineages from unlinked loci and, hence, to provide further support to their status as distinct species following the criterion of genealogical concordance (Avise and Ball 1990; Avise and Wollenberg 1997). These datasets contained the nuclear markers KIAA1239, MYO2, TGFB2 and TTN. In these four datasets we included all species of the Afro-Palearctic clade (sensu Pons et al. 2013) and, when available, se­quences of O. brucei. We trimmed all sequences to equal length (KIAA1239: 653 bp, MYO2: 131 bp, TGFB2: 403 bp, and TTN: 706 bp). Sequences were phased using the PHASE algorithm (v. 2.1.1) with default settings (Stephens et al. 2001) as implemented in the software DnaSP (v. 6.12.01; Rozas et al. 2017). PHASE parameters were 1000 iterations, one thinning interval and 100 burn-in iterations and a posterior probability threshold of 0.95 to determine the most probable inferred haplotypes for each nuclear sequence. Analyses were repeated three times with different seed values. Haplotype network reconstruction of phased sequences was performed using the software TCS, v. 1.21 (Clement et al. 2000). This software applies the method of Templeton et al. (1992) to calculate the minimum number of mutational steps between haplotypes, computing the probability of parsimony for pairwise differences until the probability exceeds 0.95. This analysis was used to detect the occurrence and extent of haplotype sharing in the studied Otus species. The resulting networks were plotted using the online tool tcsBU (Múrias dos Santos et al. 2016). We interpreted the lack of haplotype sharing among individuals of different phylogenetic lineages as independent evidence of their evolutionary distinctiveness.

Nomenclature review

This published work and the nomenclatural acts it contains have been registered in ZooBank, the online registration system for the ICZN. The LSID (Life Science Identifier) for this publication is: urn:lsid:zoobank.org:pub:0731A37D-B363-43C9-A1AC-69F5E10F6810. The electronic edition of this work was published in a journal with an ISSN, and has been archived and is available from the following digital repositories: https://zookeys.pensoft.net/.

Data availability

Molecular data are deposited in GenBank. Photographs and audio recordings are deposited in Macaulay Library and Xeno-canto, respectively. All other datasets underpinning this article are available as supplementary files (Suppl. materials 116).

Results

Justification for species delimitation

Following the integration by congruence approach (Padial et al. 2010), we consider independent evolutionary lineages as separate species if two or more independent lines of evidence support their distinctiveness. The candidate species: i) differs in morphology from other Otus species (Fig. 3); ii) has a very distinct call (Tables 2, 3; Figs 4, 5); iii) forms a distinct monophyletic group (Fig. 6) that iv) differs from the nearest taxa by a mitochondrial uncorrected pairwise sequence divergence (p-distance) similar or larger than the divergence observed between other currently accepted sister species pairs of the genus Otus (Table 5); v) has no haplotype sharing at some of the analysed nuclear markers (Fig. 7). We interpret the concordance between these independent lines of evidence as strong support for its distinctiveness and species status (Avise and Ball 1990; Padial et al. 2010; Sangster 2018). Therefore, we conclude that the candidate species from Príncipe is a distinct species that we describe herein as Otus bikegila sp. nov., and for convenience we will use this name throughout the manuscript, anticipating its formal description below.

Table 5.

Genetic divergence, in % base pairs difference, between and within (bold) Otus taxa of the Afro-Palearctic clade, estimated from uncorrected pairwise distances of the ND2 fragment (1037 bp). For taxa with a single sample, within-taxon variation could not be calculated (nc).

Taxon 1 2 3 4 5 6 7 8
O. bikegila sp. nov. (n = 4) 1 0.0%
O. hartlaubi (n = 4) 2 4.1% 0.1%
O. senegalensis senegalensis (n = 1) 3 4.4% 3.3% nc
O. senegalensis feae (n = 1) 4 4.7% 3.6% 0.7% nc
O. pembaensis (n = 2) 5 4.5% 3.9% 4.2% 4.5% 0.0%
O. pamelae (n = 1) 6 6.2% 3.6% 3.4% 3.0% 4.5% nc
O. scops (n = 2) 7 4.1% 4.7% 4.9% 5.0% 5.3% 3.2% 0.1%
O. brucei (n = 1) 8 9.1% 7.0% 6.9% 6.5% 7.1% 6.7% 7.7% nc
Figure 3. 

A Principal Component Analysis scatterplot of morphological measurements of Otus species and B the correlation circle in which ‘contrib’ corresponds to the contribution of the variables in accounting for the variability in the Principal components. Morphological measurement abbreviations – Bilen: bill length from bill tip to where culmen enters feathers; Binares: bill length from the anterior end of the nares to the tip; Biwid: bill width; Tarlen: tarsus length; Tailen: tail length; Wilen: wing length.

Figure 4. 

Oscillograms and spectrograms of 2-s sections of the song of O. bikegila sp. nov. (XC619448), O. hartlaubi (XC673669), O. senegalensis senegalensis (XC45502), O. senegalensis feae (XC340505), O. pembaensis (XC253581), O. pamelae (XC371431), O. scops (XC383983), O. cyprius (XC256102), O. brucei (XC158086), and O. ireneae (XC147630). Each section refers to an individual owl. For more information about the recordings used see Suppl. material 7. Codes from Xeno-canto.org database.

Figure 5. 

A Principal Component Analysis scatterplot of bioacoustics variables of Otus species and B the correlation circle in which ‘contrib’ corresponds to the contribution of the variables in accounting for the variability in the Principal components. Bioacoustic parameters – F1: frequency at start; F2: frequency at end; F3: frequency at 25% of total duration; F4: frequency at midpoint; F5: frequency at 75% of total duration; F6: frequency at maximum amplitude; F7: maximum frequency; F8: minimum frequency; DT1: total duration; DT2: time to maximum amplitude; DT3: time to maximum frequency; DT4: internote interval; DF1: frequency drop from start to end; DF2: frequency range; DFT1: slope from 25% to 75% of total duration; DFT2: slope from midpoint to end.

Figure 6. 

Multi-locus phylogeny of scops-owls (Strigidae: Otus). Phylogram (50% majority rule consensus tree) from a Bayesian Inference analysis of the dataset 2, including 12S, 16S, ATP6, COI, CYTB, ND2, ND3, KIAA, MYO2, RAG1, TGFB2, and TTN gene fragments. Asterisks denote posterior probabilities values: (*) 0.85–0.94, * 0.95–0.98, ** 0.99–1. Scale bar corresponds to 0.02 substitutions per site. Strix aluco was set as outgroups (not shown on the figure).

Figure 7. 

Haplotype network reconstruction for the nuclear KIAA, MYO2, TGFB2, and TTN gene fragments in Otus bikegila sp. nov., O. hartlaubi, O. senegalensis senegalensis, O. senegalensis feae, O. pembaensis, O. pamelae, O. scops, and O. brucei (when available). Area of circles is proportional to the number of individuals with that haplotype. The smallest circles (white) represent unsampled or extinct haplotypes.

Morphological differentiation

In the PCA, the first two components presented eigenvalues higher than one (Suppl. material 11), representing 81.7% of the variation. PC1 (60.9% of the variance) was negatively correlated with all variables related with bill, tarsus length and tail length, whereas PC2 (20.8% of the variance) was positively correlated with wing length (Suppl. material 11). Otus bikegila sp. nov. is within the variation of O. pembaensis and separated from the other species (Fig. 3). All other taxa are separated from each other, except O. senegalensis feae that is within the variation of O. senegalensis senegalensis (Swainson, 1837).

For the Welch’s ANOVAs, O. brucei obsoletus was not included due to the small sample size. All variables differed significantly between species (P < 0.05), except Bidepth (Suppl. material 12). Games-Howell post-hoc test provided significant values for all the species only for Bilen and Biwid because of missing data from some specimens. This test was used to identify the morphological diagnostic characters detailed in the Diagnosis section.

Bioacoustic differentiation

In the PCA, four components presented eigenvalues higher than one (Suppl. material 13), representing 87.6% of the variation. PC1 (56.8% of the variance) mostly represented frequency characteristics of the note, being positively correlated with the frequency variables F1-F8, but also with DT1. PC2 (14.1% of the variance) mostly represented temporal characteristics of the note, being negatively correlated with DT2, DT3, DT4, and DF1. PC3 (9.1% of the variance) was negatively correlated with DFT1 and DFT2, and PC4 (7.6% of the variance) was positively correlated with DF2. Plotting individuals on PC1 versus PC2 (Fig. 5) confirmed our hearing-based assessment that the calls of O. bikegila sp. nov. are unique but closest to the ones from O. ireneae, both characterised by short notes repeated at a fast rate (Fig. 4). One sample of O. senegalensis senegalensis, also came close to those of O. bikegila sp. nov. but, otherwise, the calls of the new species are clearly separated from the other species of the Afro-Palearctic clade. Samples of O. brucei, O. pembaensis and the short note of O. cyprius are clearly distinct from all other species. Samples of the long note of O. cyprius overlap with samples of O. scops. Samples of O. pamelae and O. hartlaubi are contained in the variation of O. senegalensis senegalensis and samples of O. senegalensis feae and O. scops overlap with it.

Means of all bioacoustic variables differed significantly (P < 0.05) between species (Suppl. material 14). Low sample size prevented performing the Games-Howell post-hoc test between all taxa pairs. This test identified the bioacoustic diagnostic characters detailed in the Diagnosis section.

Molecular differentiation

The ND2 sequences (Dataset 1; 1037 pb) of the four samples of Otus bikegila sp. nov. were identical (Table 5). Otus bikegila sp. nov. is a distinct mitochondrial lineage (Dataset 2; Fig. 6), belonging to the Afro-Palearctic clade. The genetic distance between this species and the other taxa included in Dataset 1 ranged between 4.1% (O. bikegila sp. nov. vs. O. hartlaubi and O. scops) and 9.1% (O. bikegila sp. nov. vs. O. brucei obsoletus). The smallest genetic distances were observed between O. senegalensis senegalensis and O. senegalensis feae (0.7%), followed by O. senegalensis feae and O. pamelae (3.0%); the highest value was recorded between O. bikegila sp. nov and O. brucei/O. hartlaubi (9.1%).

The concatenated sequences of the phylogenetic dataset (Dataset 2; 12,925 bp; Suppl. material 2) were optimally partitioned in seven partitions (Suppl. material 15).

The topology of the majority rule consensus tree (Dataset 2; Fig. 6) is largely in agreement with previously published phylogenies of the genus Otus (Fuchs et al. 2008; Pons et al. 2013), and increased the resolution of these by resolving some po­lytomies. An important improvement relatively to Fuchs et al. (2008) and Pons et al. (2013) was the inclusion of 13 additional taxa besides O. bikegila sp. nov. Otus icterorhynchus was found to represent a relatively basal lineage, sister to the clades containing the Afro-Palearctic and the Indo-Malayan/Indian Ocean species (PP = 1), rather than being sister to O. ireneae, as often hypothesised. The two subspecies of O. icterorhynchus were recovered as sister taxa, albeit with a very high genetic divergence (only one sample per taxon). Otus brucei (from the Arabian Peninsula to Asia) was the sister lineage to the Afro-Palearctic clade (PP = 1). Other novel insights are detailed in the discussion.

Otus bikegila sp. nov. samples were recovered as monophyletic, and formed a clearly distinct lineage belonging to the Afro-Palearctic clade. It was recovered as the sister lineage (PP = 1) of the clade formed by O. senegalensis senegalensis, O. senegalensis feae, O. hartlaubi, and O. pembaensis (Fig. 6).

The best model of sequence evolution for each marker used for the divergence times analyses are listed in the Suppl. material 16. The genus Otus started to diversify ca. 7.8 mya (95% high posterior density [HPD]: 6.2–9.6). The two primary cla­des diverged at ca. 6.3 mya (95% HPD: 5.1–7.7), and went on to diversify at similar times: i) O. icterorhynchus/O. moheliensis: 4.3 mya (95% HPD: 3.3–5.3), and ii) O. spilocephalus/O. bakkamoena marathae clade 4.6 mya (95% HPD: 3.7–5.6). Otus bikegila sp. nov. diverged from the O. hartlaubi/O. pembaensis/O. senegalensis clade ca. 0.9 mya ago (95% HPD: 0.7–1.1), an estimate similar (e.g., O. mirus/O. longicornis: 1 mya 95% HPD: 0.7–1.3) or greater (O. socotranus/O. insularis/O. sunia: 0.8 mya 95% HDP: 0.6–1.1) than the divergence estimated between closely related and well accepted species.

Nuclear markers independently supported the evolutionary independence of the taxa of the Afro-Palearctic clade. The taxa included in the analysis shared no haplotypes for markers KIAA1239 and TGFB2; the latter was the most variable of the analysed nuclear markers with a total of 19 haplotypes (Fig. 7). For MYO2, O. hartlaubi and O. brucei had no shared haplotypes, whereas O. bikegila sp. nov., O. scops and O. senegalensis had some unique haplotypes but shared the most common one (Fig. 7). Otus hartlaubi and O. scops did not share any TTN haplotype, with O. bikegila sp. nov. having both one unique haplotype and one shared with O. senegalensis feae (Fig. 7).

Otus bikegila sp. nov.

Figs 2A, 8

Material

Holotype. MHNC-UP-AVE7000: São Tomé and Príncipe • ♀, adult, moulting; Príncipe Island, South Príncipe, ca. 500 m NW of Ribeira Porco river mouth (Fig. 1); 1°33.03'N, 7°22.29'E; ca. 100 m a.s.l.; 29 May 2017; HP and Ceciliano do Bom Jesus leg.; skin prepared by Vanya Rohwer, skeleton prepared by Vanya Rohwer and Daniele Cataldo; left wing removed for wing mounting, all bones with the exception of the left tarso-metatarsus (tarsus) removed for skeleton preparation; Audio-recorded by HP (Xeno-canto audio: XC619445, XC619447; GenBank: 12S OM978880, 16S OM978895, ATP6 OM913485, COI, OM937282; CYTB, OM937307; ND2, OM937351; ND3, ON016156; KIAA1239, OM937319; MYO2, OM937336; RAG1, ON016107; SACS, ON016118; TGFB2, ON016136 and TTN, ON016141; Gulf of Guinea database of MM: P7-04.

Diagnosis

The new species (Figs 2, 9) is assigned to the genus Otus based on genetic and morphological similarities to other known species of this genus. Phylogenetic analyses place it within the Afro-Palearctic clade, making generic placement unambiguous. Placement of the new species in Otus is further supported by its morphological characters: small size, distinctive ear-tufts, facial disc, short rounded wings, and short tail. The new species differs from the other described taxa of the Afro-Palearctic Otus clade (O. hartlaubi, O. senegalensis, including O. s. feae sometimes treated as a distinct species, O. pembaensis, O. pamelae, O. scops, O. brucei) by high genetic differentiation (pairwise ND2 distance ranging from 4.1% to 9.1%), by the lack of haplotype sha­ring at the KIAA1239 and TGFB2 nuclear markers, as well as from a combination of morphological, genetic and natural history (bioacoustics) traits.

Figure 8. 

Otus bikegila sp. nov., female holotype (MHNC-UP-AVE7000). Views A dorsal B ventral C lateral D left wing top and E left wing under. Millimetric paper on the background and colour reference plate (Colorchecker, X-Rite Inc.) for size and colour assessment.

Figure 9. 

Principe Scops-Owl Otus bikegila sp. nov. from Príncipe Island, Africa. Left: Adult rufous morph in the typical posture. Right: Adult grey-brown morph in a stress posture, when it raises the ear tufts to increase the efficiency of camouflage. Original artwork by MNC.

We provide here a diagnosis relatively to the closely related species belonging to the Afro-Palearctic clade and also to O. ireneae due to the similarity in their calls. The diagnosis is based on the following analysed morphological characters: 1) Biwid; 2) Binares; 3) Tarlen; 4) Wilen; 5) Tailen); 6) SP10; 7) SP9; 8) SP4; on the following analysed bioacoustics characters: 9) F1; 10) F2; 11) F3; 12) F4; 13) F5; 14) F6; 15) F7; 16) F8; 17) DT1; 18) DT2; 19) DT4; 20) DF1; 21) DF2; 22) DFT1; 23) DFT2; and on the 24) list of diagnostic substitutions identified at the analysed nuclear mar­kers (Tables 14; Suppl. materials 12, 14).

In overall appearance, O. bikegila sp. nov. is most similar to O. hartlaubi from which it differs in one morphological and 10 bioacoustic characters: longer Wilen (145 to 151 mm vs. 130 to 139 mm), lower F1 (781.7 to 961.7 Hz vs. 1078.3 to 1360.0 Hz), lower F2 (933.3 to 1020.0 Hz vs. 1155.0 to 1285.0 Hz), lower F3 (980.0 to 1090.0 Hz vs. 1330.0 to 1478.3 Hz), lower F4 (950.0 to 1050.0 Hz vs. 1295.0 to 1483.3 Hz), lower F5 (931.7 to 1020.0 Hz vs. 1250.0 to 1418.3 Hz), lower F6 (976.7 to 1090.0 Hz vs. 1331.7 to 1480.0 Hz), lower F7 (1035.0 to 1106.7 Hz vs. 1407.5 to 1526.7 Hz), lower F8 (868.3 to 973.3 Hz vs. 1066.7 to 1267.5 Hz), shorter DT1 (0.231 to 0.248 s vs. 0.267 to 0.315 s), shorter DT4 (0.992 to 1.121 s vs. 9.181 to 15.998 s). Otus bikegila sp. nov. differs from O. hartlaubi also by the following molecular characters: KIAA (T vs. C in site 347); TTN (G vs. C in site 91); MYO2 (G vs. A in site 2); TGFB2 (C vs. A in site 28, G vs. A in site 33, G vs. T in site 47, T vs. C in site 99, A vs. G in site 178, G vs. T in site 305, C vs. G in site 369).

Otus bikegila sp. nov. differs from O. senegalensis senegalensis in seven morphological and one bioacoustic characters: higher Biwid (9.0 to 11.8 mm vs. 4.8 to 8.0 mm), larger Binares (11.3 to 12.6 mm vs. 8.0 to 12.5 mm), longer Tarlen (30.5 to 35.1 mm vs. 20.0 to 24.2 mm), longer Wilen (145 to 151 mm vs. 103 to 145 mm), longer Tailen (75 to 85 mm vs. 40 to 65 mm), longer SP10 (37 to 40 mm vs. 10 to 32 mm), longer SP9 (13 to 18 mm vs. 1 to 16 mm), lower F4 (950.0 to 1050.0 Hz vs. 1095.0 to 1236.7 Hz); and in the following molecular characters: TGFB2 (A vs. G in site 178, T vs. G in site 344).

Otus bikegila sp. nov. differs from O. senegalensis feae in one morphological and four bioacoustic characters: larger Biwid (9.0 to 11.8 mm vs. 6.4 to 6.8 mm), lower F2 (933.3 to 1020.0 Hz vs. 1132.5 to 1230.0 Hz), lower F7 (1035.0 to 1106.7 Hz vs. 1250.0 to 1357.5 Hz), shorter DT1 (0.231 to 0.248 s vs. 0.402 to 0.441 s), shorter DT4 (0.992 to 1.121 s vs. 7.127 to 7.479 s); and in the following molecular characters: KIAA (T vs. C in site 347, T vs. C in site 503); TGFB2 (A vs. G in site 178, T vs. C in site 285, G vs. C in site 392).

Otus bikegila sp. nov. differs from O. pembaensis in one morphological and nine bioacoustic characters: shorter SP4 (6 to 9.5 mm vs. 11 to 21 mm), higher F1 (781.7 to 961.7 Hz vs. 506.7 to 636.7 Hz), higher F2 (933.3 to 1020.0 Hz vs. 613.3 to 773.3 Hz), higher F3 (980.0 to 1090.0 Hz vs. 621.7 to 770.0 Hz), higher F4 (950.0 to 1050.0 Hz vs. 633.3 to 780.0 Hz), higher F5 (931.7 to 1020.0 Hz vs. 651.7 to 783.3 Hz), higher F6 (976.7 to 1090.0 Hz vs. 638.3 to 776.7 Hz), higher F7 (1035.0 to 1106.7 Hz vs. 660.0 to 790.0 Hz), higher F8 (868.3 to 973.3 Hz vs. 530.0 to 660.0 Hz), shorter DT4 (0.992 to 1.121 s vs. 5.043 to 7.570 s); and in the following molecular characters: TGFB2 (A vs. G in site 178, T vs. C in site 285, C vs. T in site 345).

Otus bikegila sp. nov. differs from O. pamelae in seven bioacoustic characters (morphology not analysed): lower F1 (781.7 to 961.7 Hz vs. 1031.7 to 1213.3 Hz), lower F2 (933.3 to 1020.0 Hz vs. 1111.7 to 1268.3 Hz), lower F4 (950.0 to 1050.0 Hz vs. 1096.7 to 1366.7 Hz), lower F5 (931.7 to 1020.0 Hz vs. 1083.3 to 1291.7 Hz), lower F6 (976.7 to 1090.0 Hz vs. 1160.0 to 1403.3 Hz), lower F7 (1035.0 to 1106.7 Hz vs. 1220.0 to 1516.7 Hz), lower F8 (868.3 to 973.3 Hz vs. 1020.0 to 1123.3 Hz).

Otus bikegila sp. nov. differs from O. scops in seven morphological and 11 bioacoustic characters: higher Biwid (9.0 to 11.8 mm vs. 5.5 to 7.8 mm), larger Binares (11.3 to 12.6 mm vs. 9.0 to 11.5 mm), longer Tarlen (30.5 to 35.1 mm vs. 22.0 to 28.0 mm), shorter Wilen (145 to 151 mm vs. 147 to 165 mm), longer SP10 (37 to 40 mm vs. 12 to 24 mm), longer SP9 (13 to 18 mm vs. 0 to 7 mm), shorter SP4 (6 to 9.5 mm vs. 10 to 29 mm), lower F1 (781.7 to 961.7 Hz vs. 1335.0 to 1695.0 Hz), lower F2 (933.3 to 1020.0 Hz vs. 1152.5 to 1275.0 Hz), lower F3 (980.0 to 1090.0 Hz vs. 1155.0 to 1260.0 Hz), lower F4 (950.0 to 1050.0 Hz vs. 1200.0 to 1285.0 Hz), lower F5 (931.7 to 1020.0 Hz vs. 1193.3 to 1318.3 Hz), lower F6 (976.7 to 1090.0 Hz vs. 1210.0 to 1326.7 Hz), lower F7 (1035.0 to 1106.7 Hz vs. 1336.3 to 1628.3 Hz), lower F8 (868.3 to 973.3 Hz vs. 1140.0 to 1253.3 Hz), shorter DT4 (0.992 to 1.121 s vs. 2.423 to 2.789 s), higher DF1 (6.7 to 178.3 Hz vs. -420.0 to -182.5 Hz), lower DFT1 (-581.5 to 45.2 Hz/s vs. 181.5 to 662.3 Hz/s); and in the following molecular characters: KIAA (T vs. C in site 347, A vs. G in site 632); TTN (T vs. C in site 535, G vs. A in site 536, G vs. T in site 634); TGFB2 (G vs. A in site 33, G vs. T in site 47, A vs. G in site 178, T vs. C in site 285).

Otus bikegila sp. nov. differs from O. cyprius in four bioacoustics characters (morphology and nuclear markers not analysed): presence of a monosyllabic primary song (O. cyprius has a distinctive di-syllabic primary song), lower F1 (781.7 to 961.7 Hz vs. 1236.7 to 1400.0 Hz [long note] and 1058.9 to 1223.3 Hz [short note]), shorter DT4 (0.992 to 1.121 s vs. 3.035 to 3.643 s [long note] and 3.116 to 3.714 [short note]), and having a higher DF1 (6.7 to 178.3 Hz vs. -283.3 to -165.0 Hz [long note] and -113.3 to -58.1 [short note]).

Otus bikegila sp. nov. differs from O. brucei in 11 bioacoustic characters (morphology not analysed): higher F1 (781.7 to 961.7 Hz vs. 285.0 to 388.3 Hz), higher F2 (933.3 to 1020.0 Hz vs. 891.7 to 946.7 Hz), higher F3 (980.0 to 1090.0 Hz vs. 356.7 to 530.0 Hz), higher F4 (950.0 to 1050.0 Hz vs. 356.7 to 493.3 Hz), higher F5 (931.7 to 1020.0 Hz vs. 335.0 to 450.0 Hz), higher F6 (976.7 to 1090.0 Hz vs. 370.0 to 510.0 Hz), higher F7 (1035.0 to 1106.7 Hz vs. 370.0 to 530.0 Hz), higher F8 (868.3 to 973.3 Hz vs. 270.0 to 373.3 Hz), longer DT1 (0.231 to 0.248 s vs. 0.090 to 0.133 s), longer DT2 (0.078 to 0.112 s vs. 0.032 to 0.053 s), higher DFT2 (-250.3 to 21.7 Hz/s vs. -1653.0 to -1387.3 Hz/s); and in the following molecular characters: MYO2 (T vs. C in site 22; C vs. T in site 118; C vs. T in site 129).

Otus bikegila sp. nov. differs from O. ireneae in one bioacoustic character (morpho­logy and nuclear markers not analysed): longer DT4 (0.992 to 1.121 s vs. 0.409 to 0.447 s).

Description of the holotype

Morphological measurements available in Table 1. The topographic terms of the scops-owl body are detailed in the Suppl. material 3.

General colouration : Back, Burnt Amber 48 with Robin Rufous 29 shades; front, Pale Buff 1 feathers with Cinnamon 21 and Dusky Brown 285 markings (forming stripes defined by Dusky Brown 285 lines) with Robin Rufous 29 shades.

Head : Chin feathers Pale Buff 1 with Sayal Brown 41 shading along shaft, ending with a bristle-like barb Sepia 286. Throat feathers Pale Buff 1 with Pale Pinkish Buff 3 and Sepia 286 dots and markings sometimes forming bands; Pale Buff 1 shaft proximally becoming Pale Pinkish Buff 3 and Sepia 286 distally. Feathers of forehead Sepia 286 and few Pale Buff 1 shading. Tip of the head triangle Prout’s Brown 47. Triangle outside facial disk with an overall appearance Prout’s Brown 47, triangle with feather with Sepia 286 middle stripe along shaft, Prout’s Brown 47 and Sepia 286 in their internal portion and Sepia 286 and Pale Buff 1 in the outer portion but always ending with Prout’s Brown 47 or Robin Rufous 29 in the distal portion. Triangle delineated by Pale Buff 1/Smoke Grey 266 stripes (the eyebrows). Eyebrows Pale Buff 1/Smoke Grey 266 down to the bill: Pale Buff 1 feathers ending with a thin Cinnamon 21 line followed by a broader Jet Black 300 band; Pale Buff 1 feathers with middle Sepia 286 stripe along shaft and densely vermiculated with Sepia 286 and Cinnamon 21 shades; eyebrows feathers in distal portion are Pale Buff 1 densely vermiculated with Sepia 286 and Cinnamon 21 shades, ending in Prout’s Brown 47. Crown feathers Prout’s Brown 47 with Sepia 286 middle stripe along shaft, Pale Buff 1 in proximal section and Prout’s Brown 47 with Sepia 286 vermiculation along mid and distal portion. Ear tuft not visible in the mounted specimen, but with feathers Pale buff 1 in proximal section becoming Cinnamon 21 with densely Sepia 286 vermiculation and ending with Prout’s Brown 47; ear feathers pull up some of the eyebrow feather with Sepia 286 and Cinnamon 21 dense vermiculation. Nape feathers Pale Pinkish Buff 3 with well-defined Sepia 286 irregular stripes, ending with middle Sepia 286 stripe along shaft and Burnt Amber 48. Neck feathers with longer underfeathers (then in nape) with middle Sepia 286 stripe along shaft with Pale Pinkish Buff 3, Pale Buff 1, Pale Pinkish Buff 3 and becoming Pale Buff 1 and Burnt Amber 48 all with Sepia 286 irregular markings. Overall appearance of rictal bristles: Jet Black 300 patches with Cinnamon 21 and Pale Buff 1 shades next to the bill (following with Pale Buff 1/Smoke Grey 266 eyebrows); bristles with terminal Jet Black 300 colour; bristles closer to the bill Pale Buff 1 in proximal position, changing into Cinnamon 21 and ending in Jet Black 300 or Pale Buff 1 in the proximal section and Jet Black 300 in distal section; bristles closer to the eye Jet Black 300 in proximal position, changing into Cinnamon 21 and ending in Jet Black 300 or only Jet Black 300 (the shortest one). Rim with two narrow Raw Umber 23 bands, one on each side, not extending to the centre; Pale Buff 1 feathers with Sepia 286 irregular markings, becoming Cinnamon 21 (with no Sepia 286 markings), ending with Raw Umber 23. Facial disk feathers Pale Buff 1 with multiple bands of Sepia 286 (generally 3), the terminal Sepia 286 bands is preceded by a thin Robin Rufous 29 band; feather ending with 2 to 5 bristle-like barbs.

Upperparts : Overall colour of mantle (i.e., upper back) and rump: Burnt Amber 48 with Robin Rufous 29 shades. Feathers Sayal Brown 41 with middle Sepia 286 line along shaft, and with irregular Sepia 286 markings in the proximal section. Feathers turning Cinnamon-Rufous 31 with Sepia 286 markings in the distal portion of the feather. Mantle is delimited distally (neck) by a Cinnamon-Rufous 31 band and late­rally by a series of 8 feathers that are lighter in colour (Cinnamon-Rufous 31): outer vane Light Buff 2 with Cinnamon-Rufous 31 shades and with a Sepia 286 curve line that defines a Raw Sienna 32 colour close to shaft, one or more Sepia 286 spots on distal outer vane; outer vane ending distally with Raw Sienna 32 with Sepia 286 mar­kings; inner vane is Raw Sienna 32 with Sepia 286 irregular markings. These feathers appear to make a line that delineates the outside of the mantle. Similarly, the feathers of the mantle at the base of the neck form a lighter Cinnamon Rufous 31 line that follows the external side of the folded wings, making a triangle. Scapulars as upperparts. Proximal shaft Pale Buff 1, Vandyke Brown 282 in distal portion; Vandyke Brown 282 middle stripe along shaft. Outer vane is Cinnamon 21 with Sepia 279 markings and inner vane is Sepia 279 with Cinnamon 21 markings.

Underparts : Breast overall Pale Buff 1 with Sepia 286 irregular markings and Robin Rufous 29 shading. Breast feathers Pale Pinkish Buff 3 with Sepia 286 dots and markings proximally and Pale Pinkish Buff 3 shaft, distally Sepia 286 with Pale Pinkish Buff 3 dots and markings forming irregular bands, middle Sepia 286 stripes along shaft. Belly overall similar to breast but with colours more defined and with Light Buff 2 shadings. Belly feathers Pale Pinkish Buff 3 in proximal section followed by a Sepia 286 V stripe. This is followed by a Pale Buff 1 broad band delimitated distally with a thin Pale Pinkish Buff 3 line followed by a Sepia 286 line. Distally, these feathers are Pale Buff 1 with irregular spots Sepia 286 and Pale Pinkish Buff 3. Some feathers on the belly and the vent have a marked middle and broad Sepia 286 line along shaft. Vent is similar to breast and belly but with feathers Cinnamon 21 in proximal section followed by a Sepia 286 stripe. This is followed by a Pale Buff 1 broad band delimitated distally with a thin Cinnamon 21 followed by a Sepia 286 line. The feather then becomes Pale Buff 1 with a Cinnamon 21 thin band followed by a Sepia 286 line, ending with a Pale Buff 1 colouration with Sepia 286 irregular dots and markings. Flank feathers Pale Buff 1 with Cinnamon 21 shading followed by a broad Cinnamon 21 V stripe followed by a Sepia 286 line, ending with a broad Pale Buff 1 section with Sepia 286 markings only in the very distal portion. Undertail coverts are similar to flanks but with more defined bands. Feathers are Pale Buff 1 followed by a broad Cinnamon 21 band defined distally by a thinner warm Sepia 40 line. This colouration is repeated twice. Feathers end with a broad Pale Buff 1 band followed by a Cinnamon 21 band with irregular Warn Sepia 40 markings. Tarsus covered with feathers to base of toes. Feathers overall similar to flank but with less Pale Buff 1 and more Cinnamon 21 shading and one or two Sepia 286 dots in distal section. Tarsus fea­thers have a larger proportion of Pale Buff 1 close to toes. Tarsus feathers are Pale Buff 1 proximally, followed by Cinnamon 21 shading and Sepia 286 markings distally (approximately 1/4 of the feather distally), no middle stripe along shaft. Toes feathers are Pale Buff 1 with Cinnamon 21 shadings and Sepia 286 markings only in the distal section.

Wing : Overall Prout’s Brown 47 with Dark Greyish Brown 284 leopard blotches. Primaries shaft Vandyke Brown 282. Outer vane of primaries with six or seven ‘leopard’ Dark Greyish Brown 284 spots in Cinnamon 21 background becoming Pale Buff 1 in some instances. Spots interior with a gradient of Cinnamon 21 to Dark Greyish Brown 284 with lighter spots on outer primaries. Spots circumference with Dark Greyish Brown 284 to Jet Black 300. ‘Leopard spots’ start faint (P1-P2-P3) and become stronger moving outwards. Inner vane of primaries with Dark Greyish Brown 284 with Cinnamon 21 shadings towards the distal section of the feather. Exterior edge makes a Pale Buff 1 line. Under-primaries have a Pale Buff 1 shaft proximally becoming Cinnamon 21 towards the distal portion. Outer vane of under-primaries is proximally Hair Brown 277 with Pale Pinkish Buff 3 irregular triangles, becoming Cinnamon 21 in distal section with Sepia 279 lines delimiting the leopard spots that are fading towards the distal portion of the feather. Inner vane of under-primaries is Hair Brown 277 with Light Buff 2 markings in proximal section and Cinnamon 21 markings in distal section. Secondaries shaft Vandyke Brown 282. Outer vane of secondaries is similar but much less marked pattern than primaries: spots on outer vanes less marked, fading into the background towards S10. Inner vane of seconda­ries with Sepia 279 with Cinnamon 21 shadings and markings especially towards the distal section of the feather. Under-secondaries have a Pale Buff 1 shaft proximally becoming Cinnamon 21 and later Sepia 279 towards the distal portion. Outer vane of under-secondaries with Hair Brown 277 with Cinnamon 21 markings. Inner vane of under-secondaries with Hair Brown 277 with six to seven Light Buff 2 triangles only on the outer part of the inner vane, which become irregular markings (Cinnamon 21 in colour) towards the distal portion of the feather. Tertiaries shaft like primaries (Vandyke Brown 282). Outer and inner vane of tertiaries similar in colour and similar to the outer vane of the secondaries. Under-tertiaries have Pale Buff 1 shaft proximally becoming Cinnamon 21 and later Sepia 279 towards the distal portion. Outer and inner vanes of under-tertiaries are similar: Cinnamon 21 with irregular Sepia 279 lines in the proximal portion, becoming irregular dots towards the distal section; terminal 1/5 with a Sepia 279 middle stripe along shaft. Primary coverts with Vandyke Brown 282 shafts. Outer vane of primary coverts with Sepia 279 with Cinnamon 21 markings becoming more packed towards the distal portion of the feather. Inner vane of primary coverts is similar to outer but with less packed Cinnamon 21 markings. Secondary coverts are overall Sepia 279 with Cinnamon 21 markings. Shaft is Vandyke Brown 282. Outer vane of secondary coverts with a Pale Buff 1 blotch delimited proximally by a Sepia 279 thin and sharp line. This blotch can have in its inner parts a Cinnamon 21 blotch delimited by a Sepia 279 thin and sharp line. Additional Sepia 279 lines distributed heterogeneously can be found on the outer vane. Inner vane of secondary coverts Sepia 279 with Light Buff 2 markings in proximal section and Cinnamon 21 markings in the distal portion of the feather. Lesser coverts with shafts Pale Buff 1 proximally and Vandyke Brown 282 in distal portion. Vandyke Brown 282 middle stripe along shaft. Outer vane of lesser co­verts Cinnamon 21 with Sepia 279 markings and Pale Pinkish Buff 3 markings delimited irregularly by Sepia 279 dashed lines. Inner vane of lesser coverts Sepia 279 with Cinnamon 21 markings. Coverts in the under-wings with Pale Buff 1 shaft. Outer vane on the coverts from the under-wings is Pale Buff 1 and Light Buff 2 with one Sepia 279 leopard spot and some additional (but rare) Sepia 279 markings. Inner vane of the coverts from the under-wings Pale Buff 1 and Light Buff 2 with Light Neutral Grey 297 colouration that become Sepia 279 distally. Alula shaft is Vandyke Brown 282. Outer vane of alula with five Verona Brown 37 ‘leopard’ spots delimited by Sepia 279 lines which is sharper in distal portion. Leopard spots separated by Pale Pinkish Buff 3 with Cinnamon 21 shadings. Inner vane of alula Sepia 279 with four Light Buff 2 partial bands.

Tail : Verona Brown 37 with Sepia 286 markings that fades towards the distal portion of the feather. Shaft Sepia 286. Outer feathers of the tail have an outer vane Verona Brown 37 with broad Sepia 286 bands, and an inner vane with broad poorly defined Sepia 286 bands intercalated by Light Buff 2, Pale Pinkish Buff 3 and more distally Verona Brown 37 bands.

Bill : Dusky Brown 285 and lower bill Light Buff 2.

Iris : Yellow.

Vocalisations : Call recordings collected at the moment of specimen collection included the call of the holotype and a second individual (XC audios: XC619445, XC619447): one emitted the main call type (the single repetitive note used in the bioacoustic analyses), and the other the cat-like call. We believe that the holotype individual was the one giving the main call, but this was uncertain. Thus, it is not possible to provide bioacoustics parameters specific to the holotype.

Variation : Morphometric variation in O. bikegila sp. nov. is based on the analysis of three additional individuals, of which one is a male (Table 1; Fig. 2). The male (P9–038) had shorter tarsus and wing length than the female holotype and the other two females. This result is consistent with the reversed sexual dimorphism in size described for all species of scops-owls (Marks et al. 1999; König et al. 2008). Two colour morphs (rufous and grey-brown) have been documented in the field (Figs 2, 9). Molecular sexing of the four captured individuals has shown that colour morph is not associated with sex. Examples of the grey-brown morph include the holotype (Figs 2A, 8), individuals P9-037 and P9-038 (Fig. 2B), and individuals photographed in the field (Fig. 2D, E); examples of the rufous morph include the first photographed individual of this species (Fig. 2C) and individual P8-001 (Fig. 2F). Plumage pattern and colour of the latter is similar to the holotype, although in the rufous morph the eyebrows are less marked, the underparts are more similar in colour to the upperparts and have more prominent sepia marks and stripes along the feather shafts. In the field, we observed no differences in the rate of occurrence of the two morphs.

Vocalisations were recorded at the type locality by MM in 2002, 2007, 2011, 2018 and 2019 and at Boca do Inferno in 2019, and by PV at the type locality in 2016. The call of O. bikegila was described in Melo and Dallimer (2009). Among vocalisations of Otus species, the primary call of O. bikegila sp. nov. is unique in consisting in a short, undulated note emitted at a fast repetition rate, reminiscent of insect calls, of ca. one note per second (Tables 2, 3; Fig. 4; Suppl. material 4: Fig. S2A). Vocalisations were often performed in duet (Suppl. material 4: Fig. S2B), with intercalated or overlapping notes. Otus bikegila sp. nov. is able to produce a cat-like “kee-a-u” note, which is emitted both in duets (Suppl. material 4: Fig. S2D) and by single birds (Suppl. material 4: Fig. S2C). We confirmed in the field that the same individual can produce both calls. Bioacoustic parameters (mean ± standard deviation) of the primary and of the cat-like notes are available in Tables 2, 3.

Etymology

The species name is a patronym honouring Ceciliano do Bom Jesus, known as ‘Bikegila’ (Suppl. material 5). The species epithet name is intentionally defined as an invariable noun in apposition (not a noun in the genitive case) for better pronunciation; no confusion with the species authority is possible because the noun is an oral nickname.

Bikegila, a native of Príncipe Island, began the ‘Príncipe Scops-Owl saga’ in 1998, when he shared with MM reports of two sightings of birds that looked like owls in parrot nests. Since then, Bikegila took part in every field effort that led to the bird’s discovery for science; he also led the capture of all sampled individuals, including the holotype, which required ingenious ways to erect canopy nets. For almost 25 years, Bikegila has put all his resources, including bottomless fieldwork skills and a vast knowledge of Príncipe, towards the successful completion of innumerable research projects in a terrain that the collector José Correia considered to be the “bad among the bad or the worse among the worse” [sic] (Diary, 2 September 1928, Archives AMNH, New York). Besides his skills, Bikegila’s “cheerful temperament, possibly the first requirement for an undertaking in inhospitable regions” (von Humboldt 1841), coupled with an unbeatable gift for story-telling and an underlying quiet wisdom, contributes as much to making the expeditions he leads memorable and successful. A former parrot harvester, Bikegila became a warden of Prín­cipe Obô Natural Park soon after its creation; he is now a much sought-after nature guide.

We believe that most field researchers are grateful to the ‘Bikegilas’ with whom they are/were honoured to work with. As such, the name is also in recognition of all the people, around the world, who through their deep relationship with and knowledge of the regions they inhabit, play key roles in the description of new species and of new sites to science.

Common name

We propose the English common name Principe Scops-Owl, the name for São Tomé and Príncipe as Kitóli-do-príncipe, and the name for the Portuguese list of the birds of the world as Mocho-do-príncipe. All common names refer to Príncipe Island, from where it is endemic.

Distribution and natural history

All records from O. bikegila sp. nov. come from old-growth native lowland rainforest with mid-height (14–20 m) trees (Fig. 10), with the species apparently preferring lower elevations (Melo and Dallimer 2009; Freitas et al. 2022). Its area of occurrence is fully within the limits of Príncipe Obô Natural Park. Detailed surveys have been carried out to determine the area of occupancy of this species, to estimate its population size, ecological requirements, and to propose an IUCN Red List category (Freitas et al. 2022).

Figure 10. 

A aerial view of the south of Príncipe Island home of Otus bikegila sp. nov., and B habitat of the type locality at ca. 150 m a.s.l. Photographs: A Alexandre Vaz B MM.

The holotype (Figs 2A, 8; female MHNC-UP-AVE7000), collected on 29 May 2017, was undergoing a well-advanced moult, a process that takes place after the breeding season. The female captured close to Ribeira Porco, in January 2019 (P8-001) had a fully developed brood patch (Fig. 2F), whereas the female captured at Boca do Inferno on the same month (Fig. 2B, left) was growing back the belly feathers, suggesting that she had a recent brood patch. This indicates that breeding takes place in December-January, as with most bird species of the islands of São Tomé and Príncipe (Jones and Tye 2006; Madeira 2018).

Otus bikegila sp. nov. starts calling at dusk and continues throughout the night. Contrarily to the Sao Tome Scops-Owl O. hartlaubi that regularly vocalises during the day, O. bikegila sp. nov. seems to require darkness to sing, although on a single occasion one individual was heard during the day (Melo and Dallimer 2009). Response to the playback of its call was fast and intense at all times of the year we were able to test it, with birds of either sex approaching the speaker. This indicates that O. bikegila sp. nov. is territorial all-year round as it is known from most sedentary cavity-nesting owls (Marks et al. 1999; König et al. 2008). During the day it may roost outside of tree cavities, as suggested when we accidentally flushed one bird when taking habitat measurements. In this situation the bird raised its ear tufts, which are otherwise seldom observed (Fig. 2D).

Discussion

Otus bikegila: a new bird species, endemic to Príncipe Island

Multiple lines of evidence were brought together to demonstrate, unambiguously, that the recently discovered population of scops-owls on Príncipe Island makes a well-differentiated species, Otus bikegila. Genetic distances, and associated divergence times, to its closest relatives were in the range of those separating currently accepted species (Table 5). Morphological differences, although present, did not stand out (for the human eye at least), whereas vocalisations were unique and clearly distinctive (even for the human ear) and, in fact, it was bioacoustics that led to the discovery of the population of the Principe Scops-Owl. Its unique vocalisations were closest to those of O. ireneae, an Otus species from which it is distantly related, underscoring the value of song in scops-owls to assess taxonomic status but not for inferring taxonomic affinities (Fuchs et al. 2007). Phylogenetic data placed O. bikegila as the sister lineage of the clade containing all African scops-owl species of the Afro-Palearctic clade (sensu Pons et al. 2013 and Fig. 6), rather than as the sister species of O. hartlaubi endemic to the neighbouring island of São Tomé. This leads to the curious conclusion that Príncipe was likely the first island in the Gulf of Guinea to be colonised by a species of scops-owl, albeit the last species to be discovered and described for science. It also begs the question if an undescribed scops-owl waits to be discovered in the extensive rainforests of Bioko Island, the only island of the Gulf of Guinea without records of a scops-owl. This apparent absence is puzzling as Bioko is a land-bridge island, which has been connected to the mainland in multiple instances in the past (Rohling et al. 1998; Lambert and Chappel 2001), and currently lying at ca. 30 km from Cameroon where O. icterorhynchus, a rainforest specialist, is present.

Although it may seem odd for a bird species to remain undiscovered for science for so long on such a small island, this is by no means an isolated case when it comes to owls. For example, the recently described Rinjani Scops-Owl O. jolandae Sangster, King, Verbelen & Trainor, 2013 was found to be a previously undescribed species from Lombok Island, Indonesia (Sangster et al. 2013). Similarly, the Anjouan Scops-Owl O. capnodes (Gurney, JH, 1889) was rediscovered in 1992 (Safford 1993), 106 years after its last observation, in an area of primary forest that is smaller and more regularly visited than that of Príncipe, and the Flores Scops-Owl O. alfredi (Hartert, E, 1897), rediscovered in 1994, 98 years after the previous report (Widodo et al. 1999).

Novel insights in the phylogenetics of the genus Otus

Our phylogenetic analyses confirmed the supported nodes from previous phylogenies (Fuchs et al. 2008; Pons et al. 2013), resolved previously unsupported nodes, and provided novel insights in the affinities of species not previously included.

In relation to African taxa, the most interesting result came from the inclusion of samples from the two subspecies of the only African Otus species never sequenced before: the Sandy Scops-Owl O. icterorhynchus. Together with O. ireneae, this is the only species on the African continent that is a lowland forest specialist (albeit each species occupies very distinct forest types), and the two species were widely hypothesised as being closely related (Marks et al. 1999; König et al. 2008; Holt et al. 2020). Perhaps more surprisingly, O. icterorhynchus has been considered to form a superspecies (‘yellow-billed scops-owls’) with two Asian taxa, the Andaman Scops-Owl O. balli (Hume, 1873) and the Sumatran Otus spilocephalus stresemanni (Robinson, 1927) (Marshall 1978), although ‘stresemanni’ could be an anomalous form of another species and/or a hybrid (Pamela Rasmussen in Holt et al. 2020). Our phylogenetic analyses clarify the affinities of O. icterorhynchus, which was found to be sister to the clade containing the Afro-Palearctic and the Indo-Malayan/Indian Ocean clades. Each of its subspecies was available to us by a single individual, but their genetic divergence levels overlap with the levels found between many currently accepted scops-owls sister species pairs.

This study better resolved the branching sequence within the Afro-Palearctic clade, except for the position of O. pamelae that could not be determined, contra Pons et al. (2013) who recovered it as the sister lineage of this clade. Instead, O. brucei, with populations extending from the Arabian Peninsula into Asia, was recovered as the sister lineage of the clade which then branches into African and Eurasian subclades (assu­ming that O. pamelae is sister to O. scops).

The internodes separating O. senegalensis (mainland and Annobón Island), O. hartlaubi (São Tomé Island), and O. pembaensis (Pemba Island) are very short, indicating that the divergence between these three species (i.e., the colonisation of both islands from their mainland ancestor) occurred almost simultaneously, creating a hard polytomy. Our analyses failed to identify solid lines of evidence for the distinctiveness of O. senegalensis feae from O. senegalensis senegalensis, although we did identify a diagnostic morphological character (bill length from tip to nares, Suppl. material 12) and three molecular diagnostic characters at the TGFB2 gene (C vs. T in site 285, T vs. G in site 344, C vs. G in site 392). In a dataset with a wider taxonomic sampling of O. senegalensis but fewer sequencing data, the Annobón sample nested within the mainland samples (unpublished data). A better sampling of O. senegalensis senegalensis from across its range will help to resolve this taxonomic issue.

Our sampling increased considerably the taxon coverage for the centre of the diversity of the Otus genus, the Indo-Malayan region (Marks et al. 1999), but has failed to solve most of the many taxonomic pending issues. The Ryukyu Scops-Owl O. elegans (Cassin, 1852), a species restricted to small oceanic islands from the northern Philippines to Japan, and included for the first time in a phylogenetic study, was recovered as the fourth Asian representative of the Indo-Malayan/Indian Ocean clade (Fig. 6; sensu Pons et al. 2013), albeit with no statistical support. At this stage, our results mainly highlight the need for using a phylogeographic-level sampling scheme across the region (i.e., multiple samples per site covering all areas of occurrence) to enable a thorough systematic revision of the Indo-Malayan taxa, a crucial step towards reconstructing the diversification history of the genus Otus.

Our molecular dataset confirmed the low levels of divergence (well within intraspecific variation) of three taxa pairs that are currently treated either as separate species or subspecies. These pairs are: i) O. senegalensis senegalensis (mainland Africa) and O. s. feae (Annobón Island), treated as separate species by del Hoyo (2020) and Gill et al. (2021) based on Collar and Boesman (2020); ii) O. scops and O. cyprius, treated as a distinct species by Gill et al. (2021) and Clements et al. 2021, based on Flint et al. (2015); and iii) the two species from Madagascar, the Malagasy Scops-Owl O. rutilus (Pucheran, 1849) and the Torotoroka Scops-Owl O. madagascariensis Grandidier, A, 1867, whose specific status was proposed by Rasmussen et al. (2000) and adopted by most authorities (e.g., Clements et al. 2021, del Hoyo 2020, Gill et al. 2021), but contested by Fuchs et al. (2007) using a representative geographic sampling.

Conclusions

The discovery of a new bird species inhabiting the forests of Príncipe Island in 2016 (here formally described as Otus bikegila) underscores both the actuality of field-based explorations aiming at describing biodiversity (Dijkstra 2016), and how such curio­sity-driven endeavour is more likely to succeed when coupled with local ecological knowledge, the participation of keen amateur naturalists, and persistence.

Acknowledgements

We thank An Bollen (first in Principe Trust Foundation, later in Forever Principe) for the support for the expeditions from 2016 onwards that led to the discovery of the new species, and that subsequently allowed the collection of the data required to confirm its status and prepare its description; An also participated in a field expedition. Felipe Spina (Fauna & Flora International, Principe Trust Foundation) provided invaluable fieldwork support and enthusiasm for the 2016 and 2017 expeditions (discovery of the owl and holotype collection, respectively). We thank Augusto Faustino for his technical advice on the use of isoflurane. We thank everyone at Forever Principe for the full logistic support of the 2018 and 2019 expeditions and in particular: Rombout and Ella Swanborn, Myles Oates, Walter Jubber, and everyone at Roça Belo Monte. We thank the additional logistic support from the Príncipe Foundation, of its director Estrela Matilde and staff. We are extremely thankful to our field assistants Dy, Ni and Nidi. Veerle Dossche assisted PV on the 2016 expeditions that first confirmed the irrefutable occurrence of a scops-owl on Príncipe Island. We thank the former director of the Department of the Environment, Arlindo Carvalho, and the former director of Príncipe Obô Natural Park, Daniel Ramos, for their full support and the emission of the necessary permits. We are especially indebted to Vanya Rohwer (Curator of Birds and Mammals, Museum of Vertebrates, Cornell University) for the holotype preparation, and to David Gonçalves and Daniele Cataldo (FCUP, Porto) for the skeleton preparation. We thank all curators who kindly gave us access to collections under their care: Hein van Grouw (Natural History Museum, NHM, Tring), Gerald Mayr (SMF, Frankfurt), Martin Päckert (SMD, Frankfurt), Cristina Rufino (Museu da Ciência da Universidade de Coimbra, MCUC, Coimbra), Luis Ceríaco and Ricardo Jorge Lopes (MHNC-UP, Porto). We thank Rebecca Morgan (AMNH Department of Ornithology Archives, New York) for granting us access to photographs and letters from José Correia, and Rita Covas for discovering for us, in those same archives, Correia’s letter referring to a putative owl on Príncipe. Claire Spottiswoode (FitzPatrick Institute, Cape Town) and Marc Herremans (Royal Museum for Central Africa, RMCA, Tervuren), Iñaki Rodríguez-Prieto (Museo Nacional de Ciencias Naturales, MNCN, Madrid), Jean-Marc Pons (MNHN, Paris), Paul Sweet and Thomas Trombone (AMNH, New York) kindly loaned samples. Sandra Reis contributed with sample extractions. Jesús Muñoz-Pajares developed PipeLogeny and adapted it to our needs. Paul van Giersbergen allowed us to use his photographs. Aurélien Miralles and Frank Glaw provided invaluable insight to identify the proposed nomen. Tim Dee kindly revised the etymology text. We thank all editors and reviewers whose comments significantly improved previous versions of this paper: Knud Jønsson, Scott Sillett, Brian Tilston Smith, Hein van Grouw, and two anonymous reviewers; we apologise for our inability in trimming down the most detailed parts of the description and diagnosis, as suggested by most.

This project was supported by Forever Príncipe Conservation Alliance (from Africa’s Eden to MM and BF) with additional funding from National Geographic Society (Early career grant - EC-364C-18 to BF), and was developed in collaboration with the Príncipe Obô Natural Park and Fundação Príncipe, which provided key logistic support for fieldwork. This work benefited from the use of the Portuguese Infrastructure of Scientific Collections (PRISC.pt). The Portuguese Foundation for Science and Technology (FCT) supported the post-doc grant FCT/MCTES - SFRH/BPD/100614/2014 to MM, the PhD grant (2020.04569.BD) to BF, the Investigador FCT (IF/00209/2014) and 2020.00823.CEECIND/CP1601/CT0003 research contracts to AC, and provided structural funding to CIBIO (UIDB/50027/2021) and cE3c (UID/00329/2021). GS was supported by a postdoctoral grant from the Swedish Research Council (grant 2015-06455). This project has received funding from the European Union’s Horizon 2020 research and innovation program under grant agreement nº 854248.

Fieldwork in Príncipe Obô Natural Park, collection of the specimen and samples were authorised by Arlindo Carvalho, Director of the Department of the Environment of São Tomé and Príncipe, Daniel Ramos, Director of the Príncipe Obô Natural Park and Plácida Lopes, Director of the Príncipe Biosphere Reserve. CITES export permit nº 18ST0015; CITES import permit nº 20STP.

References

  • Atkinson P, Peet N, Alexander J (1991) The status and conservation of the endemic bird species of São Tomé and Príncipe, West Africa. Bird Conservation International 1(3): 255–282. https://doi.org/10.1017/S0959270900000629
  • Avise JC, Ball Jr RM (1990) Principles of genealogical concordance in species concepts and biological taxonomy. In: Futuyma D, Antonovics J (Eds) Oxford Surveys in Evolutionary Biology, vol. 7. Oxford University Press, Oxford, 45–67.
  • Avise J, Wollenberg K (1997) Phylogenetics and the origin of species. Proceedings of the National Academy of Sciences of the United States of America 94(15): 7748–7755. https://doi.org/10.1073/pnas.94.15.7748
  • Bruford MW, Hanotte O, Brookfield JFY, Burke T (1992) Single-locus and multilocus DNA fingerprinting. In: Hoelzel AR (Ed.) Molecular genetic analysis of populations: a practical approach. IRL Press, Oxford, New York, 225–269.
  • Cadena CD, Zapata F (2021) The genomic revolution and species delimitation in birds (and other organisms): Why phenotypes should not be overlooked. Ornithology 138(2): 1–18. https://doi.org/10.1093/ornithology/ukaa069
  • Castanheira-Diniz A, Cardoso-de-Matos G (2002) Carta de Zonagem Agro-Ecológica e da Vegetação de S. Tomé e Príncipe: 2 - Ilha do Príncipe. Garcia De Orta - Série de Botânica 15: 47–72.
  • Cataldo D (2017) Phenotypic differentiation in the Azorean woodpigeon (Columba palumbus azorica). M.Sc. dissertation, University of Porto, Porto, Portugal. https://hdl.handle.net/10216/110672
  • Ceballos G, Ehrlich PR, Raven PH (2020) Vertebrates on the brink as indicators of biological annihilation and the sixth mass extinction. Proceedings of the National Academy of Sciences of the United States of America 117(24): 13596–13602. https://doi.org/10.1073/pnas.1922686117
  • Collar NJ, Boesman P (2020) The taxonomic status of Annobón Scops Owl Otus feae and Arabian Scops Owl O. pamelae. Bulletin of the African Bird Club 27: 159–167.
  • Dabney J, Knapp M, Glocke I, Gansauge M-T, Weihmann A, Nickel B, Valdiosera C, Garcia N, Pääbo S, Arsuaga J-L, Meyer M (2013) Complete mitochondrial genome sequence of a Middle Pleistocene cave bear reconstructed from ultrashort DNA fragments. Proceedings of the National Academy of Sciences of the United States of America 110(39): 15758–15763. https://doi.org/10.1073/pnas.1314445110
  • Davis S, Payne S (1992) 101 ways to deal with a dead hedgehog: notes on the preparation of disarticulated skeletons for zoo-archaeological use. Circaea 8: 95–104.
  • del Hoyo J [Ed.] (2020) All the Birds of the World. Lynx Edicións, Barcelona, 968 pp.
  • Drummond AJ, Suchard MA, Xie D, Rambaut A (2012) Bayesian Phylogenetics with BEAUti and the BEAST 1.7. Molecular Biology and Evolution 29(8): 1969–1973. https://doi.org/10.1093/molbev/mss075
  • Exell AW (1944) Catalogue of the Vascular Plants of S. Tomé (with Príncipe and Annobón). British Museum (Natural History), London, [xi +] 428 pp.
  • Flint P, Whaley D, Kirwan GM, Charalambides M, Schweizer M, Wink M (2015) Reprising the taxonomy of Cyprus Scops Owl Otus (scops) cyprius, a neglected island endemic. Zootaxa 4040(3): 301–316. https://doi.org/10.11646/zootaxa.4040.3.3
  • Freitas B, Melo M, Bom Jesus C, Costa SR, Santos Y, Crottini A, Lima RF (2022) The recently discovered Principe Scops-owl is highly threatened: distribution, habitat associations, and population estimates. Bird Conservation International. https://doi.org/10.1017/S0959270922000429
  • Fuchs J, Pons J-M, Pasquet E, Raherilalao MJ, Goodman SM (2007) Geographical structure of genetic variation in the Malagasy Scops-Owl inferred from mitochondrial sequence data. The Condor 109(2): 408–418. https://doi.org/10.1093/condor/109.2.408
  • Fuchs J, Pons J-M, Goodman SM, Bretagnolle V, Melo M, Bowie RC, Currie D, Safford R, Virani MZ, Thomsett S, Hija A, Cruaud C, Pasquet E (2008) Tracing the colonization history of the Indian Ocean scops-owls (Strigiformes: Otus) with further insight into the spatio-temporal origin of the Malagasy avifauna. BMC Evolutionary Biology 8(1): e197. https://doi.org/10.1186/1471-2148-8-197
  • Gahr M (2000) Neural song control system of hummingbirds: Comparison to swifts, vocal learning (songbirds) and nonlearning (suboscines) passerines, and vocal learning (Budgerigars) and nonlearning (dove, owl, gull, quail, chicken) nonpasserines. The Journal of Comparative Neurology 426(2): 182–196. https://doi.org/10.1002/1096-9861(20001016)426:2<182::AID-CNE2>3.0.CO;2-M
  • Gascoigne A (2004) São Tomé, Príncipe, and Annobón Moist Lowland Forests. In: Burgess N, D’Amico Hales J, Underwood E, Dinerstein E, Olson D, Itoua I, Schipper J, Ricketts T, Newman K (Eds) Terrestrial Ecoregions of Africa and Madagascar: a Conservation Assessment). Island Press, Washington, 236–238.
  • Holt DW, Berkley R, Deppe C, Enríquez PL, Petersen JL, Rangel Salazar JL, Segars KP, Wood KL, Marks JS (2020) Mountain Scops-Owl (Otus spilocephalus), version 1.0. In: del Hoyo J, Elliott A, Sargatal J, Christie DA, de Juana E (Eds) Birds of the World. Cornell Lab of Ornithology, Ithaca. https://doi.org/10.2173/bow.mosowl2.01 [accessed 01 June 2021]
  • Holyoak DT (2001) Nightjars and their Allies. Oxford University Press, Oxford, 848 pp.
  • Jones PJ, Tye A (2006) The Birds of São Tomé and Príncipe, with Annobón: Islands of the Gulf of Guinea. British Ornithologists’ Union, Oxford, 172 pp.
  • Katoh K, Standley DM (2013) MAFFT Multiple sequence alignment software version 7: Improvements in performance and usability. Molecular Biology and Evolution 30(4): 772–780. https://doi.org/10.1093/molbev/mst010
  • Köhler G (2012) Color Catalog for Field Biologists. Herpeton, Offenbach, 49 pp.
  • König C, Weick F, Becking J-H (2008) Owls of the World, 2nd edn. Yale University Press, New Haven, 528 pp.
  • Kumar S, Stecher G, Tamura K (2016) MEGA7: Molecular Evolutionary Genetics Analysis version 7.0 for bigger datasets. Molecular Biology and Evolution 33(7): 1870–1874. https://doi.org/10.1093/molbev/msw054
  • Kumar S, Stecher G, Li M, Knyaz C, Tamura K (2018) MEGA X: Molecular Evolutionary Genetics Analysis across computing platforms. Molecular Biology and Evolution 35(6): 1547–1549. https://doi.org/10.1093/molbev/msy096
  • Lambert FR, Rasmussen PC (1998) A new scops owl from Sangihe Island, Indonesia. Bulletin of the British Ornithologists’ Club 118: 204–217. https://biostor.org/reference/144176
  • Lane DF, Aponte Justiniano MA, Terrill RS, Rheindt FE, Klicka LB, Rosenberg GH, Schmitt CJ, Burns KJ (2021) A new genus and species of tanager (Passeriformes, Thraupidae) from the lower Yungas of western Bolivia and southern Peru. Ornithology 138(4): ukab059. https://doi.org/10.1093/ornithology/ukab059
  • Lanfear R, Calcott B, Ho SYW, Guindon S (2012) PartitionFinder: Combined selection of partitioning schemes and substitution models for phylogenetic analyses. Molecular Biology and Evolution 29(6): 1695–1701. https://doi.org/10.1093/molbev/mss020
  • Lanfear R, Frandsen PB, Wright AM, Senfeld T, Calcott B (2016) PartitionFinder 2: New methods for selecting partitioned models of evolution for molecular and morphological phylogenetic analyses. Molecular Biology and Evolution 34: 772–773. https://doi.org/10.1093/molbev/msw260
  • Lerner HRL, Meyer M, James HF, Hofreiter M, Fleischer RC (2011) Multilocus resolution of phylogeny and timescale in the extant adaptive radiation of Hawaiian honeycreepers. Current Biology 21(21): 1838–1844. https://doi.org/10.1016/j.cub.2011.09.039
  • Madeira B (2018) Sexual dimorphism and reproductive phenology of common birds in São Tomé Island – conservation implications. M.Sc. dissertation. University of Lisbon, Lisbon. http://hdl.handle.net/10451/33859
  • Marcot BG, Johnson DH (2003) Owls in mythology and culture. In: Duncan JR (Ed.) Owls of the World: Their Lives, Behavior and Survival. Key Porter Books, Toronto, 88–105.
  • Marks JS, Cannings RJ, Mikkola H (1999) Family Strigidae (Typical Owls). In: del Hoyo J, Elliott A, Sargatal J (Eds) Handbook of the Birds of the World – Volume 5. Lynx Edicións, Barcelona, 76–243.
  • Melo M, Dallimer M (2008) The status of a rare and recently described endemic bird species (the Príncipe Thrush Turdus [olivaceofuscus] xanthorhynchus) and a search for an as yet undescribed ‘Owl’. Davis Expedition Fund Report.
  • Melo M, Jones P, Lima RF (2022) The avifauna of the Gulf of Guinea Oceanic Islands. In: Ceríaco LMP, Lima RF, Melo M, Bell RC (Eds) Biodiversity of the Gulf of Guinea Oceanic Islands: Science and Conservation. Springer, Cham, 555–592. https://doi.org/10.1007/978-3-031-06153-0_21
  • Milá B, Bruxaux J, Friis G, Sam K, Ashari H, Thébaud C (2021) A new, undescribed species of Melanocharis berrypecker from western New Guinea and the evolutionary history of the family Melanocharitidae. The Ibis 163(4): 1310–1329. https://doi.org/10.1111/ibi.12981
  • Miller MA, Pfeiffer W, Schwartz T (2010) Creating the CIPRES Science Gateway for inference of large phylogenetic trees. 2010 Gateway Computing Environments Workshop (GCE). IEEE, New Orleans, 1–8. https://doi.org/10.1109/GCE.2010.5676129
  • Pons J-M, Kirwan GM, Porter RF, Fuchs J (2013) A reappraisal of the systematic affinities of Socotran, Arabian and East African scops owls (Otus, Strigidae) using a combination of molecular, biometric and acoustic data. The Ibis 155(3): 518–533. https://doi.org/10.1111/ibi.12041
  • R Core Team (2017) R: A language and environment for statistical computing. R Foundation for Statistical Computing, Vienna. https://www.R-project.org/
  • Rambaut A, Drummond AJ, Xie D, Baele G, Suchard MA (2018) Posterior summarization in Bayesian phylogenetics using Tracer 1.7. Systematic Biology 67(5): 901–904. https://doi.org/10.1093/sysbio/syy032
  • Rasmussen PC, Schulenberg TS, Hawkins AFA, Voninavoko R (2000) Geographical variation in the Malagasy Scops-Owl (Otus rutilus auct.): The existence of an unrecognized species on Madagascar and the taxonomy of other Indian Ocean taxa. Bulletin of the British Ornithologists’ Club 120: 75–102. http://biostor.org/reference/111890
  • Rheindt FE, Prawiradilaga DM, Ashari H, Suparno, Gwee CY, Lee GWX, Wu MY, Ng NSR (2020) A lost world in Wallacea: Description of a montane archipelagic avifauna. Science 367(6474): 167–170. https://doi.org/10.1126/science.aax2146
  • Rohling EJ, Fenton M, Jorissen FJ, Bertrand P, Ganssen G, Caulet JP (1998) Magnitudes of sea-level lowstands of the past 500,000 years. Nature 394(6689): 162–165. https://doi.org/10.1038/28134
  • Ronquist F, Teslenko M, van der Mark P, Ayres DL, Darling A, Höhna S, Larget B, Liu L, Suchard MA, Huelsenbeck JP (2012) MrBayes 3.2: Efficient Bayesian phylogenetic inference and model choice across a large model space. Systematic Biology 61(3): 539–542. https://doi.org/10.1093/sysbio/sys029
  • Rozas J, Ferrer-Mata A, Sánchez-DelBarrio JC, Guirao-Rico S, Librado P, Ramos-Onsins SE, Sánchez-Gracia A (2017) DnaSP 6: DNA sequence polymorphism analysis of large data sets. Molecular Biology and Evolution 34(12): 3299–3302. https://doi.org/10.1093/molbev/msx248
  • Salter JF, Oliveros CH, Hosner PA, Manthey JD, Robbins MB, Moyle RG, Brumfield RT, Faircloth BC (2020) Extensive paraphyly in the typical owl family (Strigidae). The Auk 137(1): ukz070. https://doi.org/10.1093/auk/ukz070
  • Sangster G (2018) Integrative taxonomy of birds: the nature and delimitation of species. In: Tietze DT (Ed.) Bird species: how they arise, modify, and vanish. Springer International Publishing, Cham, 9–37. https://doi.org/10.1007/978-3-319-91689-7_2
  • Stephens M, Smith NJ, Donnelly P (2001) A new statistical method for haplotype reconstruction from population data. American Journal of Human Genetics 68(4): 978–989. https://doi.org/10.1086/319501
  • Templeton AR, Crandall KA, Sing CF (1992) A cladistic analysis of phenotypic associations with haplotypes inferred from restriction endonuclease mapping and DNA sequence data. III. Cladogram estimation. Genetics 132(2): 619–633. https://doi.org/10.1093/genetics/132.2.619
  • von Humboldt A (1841) Preface to: Reisen in Guiana und am Orinoco in den Jahren 1835–1839 (Schomburgk, R. H., author). Georg Wigand, Leipzig, [xxiv +] 510 pp.
  • Winkler DW, Billerman SM, Lovette IJ (2020) Owls (Strigidae), version 1.0. In: Billerman SM, Keeney BK, Rodewald PG, Schulenberg TS (Eds) Birds of the World. Cornell Lab of Ornithology, Ithaca. https://doi.org/10.2173/bow.strigi1.01 [accessed 01 June 2021]

Supplementary materials

Supplementary material 1 

Timeline

Martim Melo, Bárbara Freitas, Philippe Verbelen, Sátiro R. da Costa, Hugo Pereira, Jérôme Fuchs, George Sangster, Marco N. Correia, Ricardo F. de Lima, Angelica Crottini

Data type: Text report.

Explanation note: Timeline of the discovery for science of the Principe Scops-Owl Otus bikegila sp. nov.

This dataset is made available under the Open Database License (http://opendatacommons.org/licenses/odbl/1.0/). The Open Database License (ODbL) is a license agreement intended to allow users to freely share, modify, and use this Dataset while maintaining this same freedom for others, provided that the original source and author(s) are credited.
Download file (21.98 kb)
Supplementary material 2 

Alignment

Martim Melo, Bárbara Freitas, Philippe Verbelen, Sátiro R. da Costa, Hugo Pereira, Jérôme Fuchs, George Sangster, Marco N. Correia, Ricardo F. de Lima, Angelica Crottini

Data type: Docx file.

Explanation note: Concatenated sequences of the phylogenetic dataset.

This dataset is made available under the Open Database License (http://opendatacommons.org/licenses/odbl/1.0/). The Open Database License (ODbL) is a license agreement intended to allow users to freely share, modify, and use this Dataset while maintaining this same freedom for others, provided that the original source and author(s) are credited.
Download file (63.63 kb)
Supplementary material 3 

Figure S1. Topography Owls

Martim Melo, Bárbara Freitas, Philippe Verbelen, Sátiro R. da Costa, Hugo Pereira, Jérôme Fuchs, George Sangster, Marco N. Correia, Ricardo F. de Lima, Angelica Crottini

Data type: Image (pdf file).

Explanation note: Figure S1. Topography of owls, with the terms used for the description and diagnosis of the Principe Scops-Owl Otus bikegila sp. nov. Illustration by MNC.

This dataset is made available under the Open Database License (http://opendatacommons.org/licenses/odbl/1.0/). The Open Database License (ODbL) is a license agreement intended to allow users to freely share, modify, and use this Dataset while maintaining this same freedom for others, provided that the original source and author(s) are credited.
Download file (269.65 kb)
Supplementary material 4 

Figure S2. Song oscillograms and spectrograms

Martim Melo, Bárbara Freitas, Philippe Verbelen, Sátiro R. da Costa, Hugo Pereira, Jérôme Fuchs, George Sangster, Marco N. Correia, Ricardo F. de Lima, Angelica Crottini

Data type: Image (pdf file).

Explanation note: Figure S2. Oscillograms and spectrograms of 10s sections of the call of O. bikegila sp. nov.: (A) primary call of an individual, recorded on January 20, 2019, XC619448; (B) two different individuals duetting, recorded on July 28, 2018, XC619439; (C) cat-like “kee-a-u” call of one individual, recorded on January 15, 2019, XC619443; (D) two different individuals duetting, in which one emits a cat-like “kee-a-u” call, recorded on January 20, 2019, XC619448. Codes from Xeno-canto.org database.

This dataset is made available under the Open Database License (http://opendatacommons.org/licenses/odbl/1.0/). The Open Database License (ODbL) is a license agreement intended to allow users to freely share, modify, and use this Dataset while maintaining this same freedom for others, provided that the original source and author(s) are credited.
Download file (288.78 kb)
Supplementary material 5 

Figure S3. Bikegila

Martim Melo, Bárbara Freitas, Philippe Verbelen, Sátiro R. da Costa, Hugo Pereira, Jérôme Fuchs, George Sangster, Marco N. Correia, Ricardo F. de Lima, Angelica Crottini

Data type: Image (pdf file).

Explanation note: Figure S3. Photograph taken at Boca do Inferno, Príncipe Island, January 27, 2019, showing the Principe Scops-Owl Otus bikegila sp. nov., the two first authors of the paper (BF on the left and MM on the right), and Ceciliano do Bom Jesus, known as ‘Bikegila’ (centre), who started the 20-year saga that led to this discovery, and in honour of whom the new species was named (see ‘Etymology’).

This dataset is made available under the Open Database License (http://opendatacommons.org/licenses/odbl/1.0/). The Open Database License (ODbL) is a license agreement intended to allow users to freely share, modify, and use this Dataset while maintaining this same freedom for others, provided that the original source and author(s) are credited.
Download file (669.54 kb)
Supplementary material 6 

Table S1. Description

Martim Melo, Bárbara Freitas, Philippe Verbelen, Sátiro R. da Costa, Hugo Pereira, Jérôme Fuchs, George Sangster, Marco N. Correia, Ricardo F. de Lima, Angelica Crottini

Data type: Morphological.

Explanation note: Table S1. Plumage colour and pattern description of O. bikegila sp. nov., O. hartlaubi, O. scops scops, O. senegalensis senegalensis, O. senegalensis feae and O. pembaensis. Colour definition follow the colour standards of Köhler (2012). The analysed characters are depicted in the Suppl. material 3: Fig. S1. Abbreviations of institutional collections: BMNH - The Natural History Museum, Tring, UK; MHNC-UP - Museu de História Natural e da Ciência da Universidade do Porto, Portugal; SMD - Senckenberg Museum Dresden, Germany; SMF - Naturmuseum Senckenberg in Frankfurt am Main, Germany.

This dataset is made available under the Open Database License (http://opendatacommons.org/licenses/odbl/1.0/). The Open Database License (ODbL) is a license agreement intended to allow users to freely share, modify, and use this Dataset while maintaining this same freedom for others, provided that the original source and author(s) are credited.
Download file (24.41 kb)
Supplementary material 7 

Table S2. Details of song recordings

Martim Melo, Bárbara Freitas, Philippe Verbelen, Sátiro R. da Costa, Hugo Pereira, Jérôme Fuchs, George Sangster, Marco N. Correia, Ricardo F. de Lima, Angelica Crottini

Data type: Database: song recordings

Explanation note: Table S2. Details of the recordings used for bioacoustic analyses. Recording codes - XC: Xeno-canto; IBC: The Internet Bird Collection (now under the Macaulay Library); AV: Avian Vocalizations Center (AVoCet). STP: São Tomé and Príncipe.

This dataset is made available under the Open Database License (http://opendatacommons.org/licenses/odbl/1.0/). The Open Database License (ODbL) is a license agreement intended to allow users to freely share, modify, and use this Dataset while maintaining this same freedom for others, provided that the original source and author(s) are credited.
Download file (34.50 kb)
Supplementary material 8 

Table S3. Song measurements

Martim Melo, Bárbara Freitas, Philippe Verbelen, Sátiro R. da Costa, Hugo Pereira, Jérôme Fuchs, George Sangster, Marco N. Correia, Ricardo F. de Lima, Angelica Crottini

Data type: Statistics: Bioaucoustics.

Explanation note: Table S3. Measures taken for the songs in each recording used for bioacoustic analyses. Bioacoustic parameters - F1: frequency at start; F2: frequency at end; F3: frequency at 25% of total duration; F4: frequency at midpoint; F5: frequency at 75% of total duration; F6: frequency at maximum amplitude; F7: maximum frequency; F8: minimum frequency; DT1: total duration; DT2: time to maximum amplitude; DT3: time to maximum frequency; DT4: internote interval; DF1: frequency drop from start to end; DF2: frequency range; DFT1: slope from 25% to 75% of total duration; DFT2: slope from midpoint to end.

This dataset is made available under the Open Database License (http://opendatacommons.org/licenses/odbl/1.0/). The Open Database License (ODbL) is a license agreement intended to allow users to freely share, modify, and use this Dataset while maintaining this same freedom for others, provided that the original source and author(s) are credited.
Download file (17.46 kb)
Supplementary material 9 

Localities

Martim Melo, Bárbara Freitas, Philippe Verbelen, Sátiro R. da Costa, Hugo Pereira, Jérôme Fuchs, George Sangster, Marco N. Correia, Ricardo F. de Lima, Angelica Crottini

Data type: excel file.

Explanation note: Coordinates of tissue sampling localities for Otus bikegila sp. nov. and O. hartlaubi.

This dataset is made available under the Open Database License (http://opendatacommons.org/licenses/odbl/1.0/). The Open Database License (ODbL) is a license agreement intended to allow users to freely share, modify, and use this Dataset while maintaining this same freedom for others, provided that the original source and author(s) are credited.
Download file (10.58 kb)
Supplementary material 10 

Table S4. Genomic regions, primers and amplification conditions

Martim Melo, Bárbara Freitas, Philippe Verbelen, Sátiro R. da Costa, Hugo Pereira, Jérôme Fuchs, George Sangster, Marco N. Correia, Ricardo F. de Lima, Angelica Crottini

Data type: Database: Genomic regions and primers.

Explanation note: Table S4. Gene name, primer name, sequence, source, and amplification conditions used in the present study. PCR conditions start with temperature (in °C) of each step followed by the time in seconds. * primers used to amplify internal fragments (used for the amplification of DNA from toe-pad extractions). # custom-made primers used to amplify CYTB and ND2 fragments from Otus cyprius, O. i. icterorhynchus, O. silvicola, O. spilocephalus vandewateri, O. s. vulpes, O. s. luciae, and O. s. hambroecki.

This dataset is made available under the Open Database License (http://opendatacommons.org/licenses/odbl/1.0/). The Open Database License (ODbL) is a license agreement intended to allow users to freely share, modify, and use this Dataset while maintaining this same freedom for others, provided that the original source and author(s) are credited.
Download file (13.73 kb)
Supplementary material 11 

Table S5. PCA factor loadings of morphological variables

Martim Melo, Bárbara Freitas, Philippe Verbelen, Sátiro R. da Costa, Hugo Pereira, Jérôme Fuchs, George Sangster, Marco N. Correia, Ricardo F. de Lima, Angelica Crottini

Data type: Statistics: Morphological.

Explanation note: Table S5. Factor loadings of morphological variables on the first two principal components for seven Otus taxa (O. bikegila sp. nov., O. hartlaubi, O. senegalensis senegalensis, O. senegalensis feae, O. pembaensis, O. scops, O. brucei). Eigenvalues and percentage of variance explained by the respective components are given at the bottom of the table. Morphological measurements – Bilen: bill length from bill tip to where culmen enters feathers; Binares: bill length from the anterior end of the nares to the tip; Biwid: bill width; Tarlen: tarsus length; Wilen: wing length; Tailen: tail length.

This dataset is made available under the Open Database License (http://opendatacommons.org/licenses/odbl/1.0/). The Open Database License (ODbL) is a license agreement intended to allow users to freely share, modify, and use this Dataset while maintaining this same freedom for others, provided that the original source and author(s) are credited.
Download file (31.00 kb)
Supplementary material 12 

Table S6. Morphological differentiation

Martim Melo, Bárbara Freitas, Philippe Verbelen, Sátiro R. da Costa, Hugo Pereira, Jérôme Fuchs, George Sangster, Marco N. Correia, Ricardo F. de Lima, Angelica Crottini

Data type: Statistics: Morphology.

Explanation note: Table S6. Results of Welch’s ANOVA and Games-Howell post-hoc comparisons performed with the morphometric variables of six Otus taxa (O. bikegila sp. nov., O. hartlaubi, O. senegalensis senegalensis, O. senegalensis feae, O. pembaensis, O. scops). Superscript values indicate significance levels (* P < 0.05; ** P < 0.01; *** P < 0.005; **** P < 0.001) and NA (Not Available, significance level not possible to obtain due to low sample size). Some individuals had missing data, not allowing for the test performance (indicated by -). Morphological measurements – Bilen: bill length from bill tip to where culmen enters feathers; Biwid: bill width; Bidepth: bill depth at the anterior end of nares; Binares: bill length from the anterior end of the nares to the tip; Hebi: head+bill, from the tip of the bill to the opposite point on the back of the skull; Midt: middle toe length; Tarlen: tarsus length; Wilen: wing length; Tailen: tail length; Bolen: body length; SP: shortfall in relation to tip of longest primary (P1 is the closest to the body), SP10: shortfall of P10; SP9: shortfall of P9; SP5: shortfall of P5; SP4: shortfall of P4.

This dataset is made available under the Open Database License (http://opendatacommons.org/licenses/odbl/1.0/). The Open Database License (ODbL) is a license agreement intended to allow users to freely share, modify, and use this Dataset while maintaining this same freedom for others, provided that the original source and author(s) are credited.
Download file (36.00 kb)
Supplementary material 13 

Table S7. PCA factor loadings of bioacoustic variables

Martim Melo, Bárbara Freitas, Philippe Verbelen, Sátiro R. da Costa, Hugo Pereira, Jérôme Fuchs, George Sangster, Marco N. Correia, Ricardo F. de Lima, Angelica Crottini

Data type: Statistics: Bioaucoustics.

Explanation note: Table S7. Factor loadings of bioacoustic variables on the four principal components in 10 Otus taxa (O. bikegila sp. nov., O. hartlaubi, O. senegalensis senegalensis, O. senegalensis feae, O. pembaensis, O. pamelae, O. scops, O. cyprius, O. brucei, O. ireneae). Eigenvalues and percentage of variance explained by the respective components are given at the bottom of the table. Bioacoustic parameters - F1: frequency at start; F2: frequency at end; F3: frequency at 25% of total duration; F4: frequency at midpoint; F5: frequency at 75% of total duration; F6: frequency at maximum amplitude; F7: maximum frequency; F8: minimum frequency; DT1: total duration; DT2: time to maximum amplitude; DT3: time to maximum frequency; DT4: internote interval; DF1: frequency drop from start to end; DF2: frequency range; DFT1: slope from 25% to 75% of total duration; DFT2: slope from midpoint to end.

This dataset is made available under the Open Database License (http://opendatacommons.org/licenses/odbl/1.0/). The Open Database License (ODbL) is a license agreement intended to allow users to freely share, modify, and use this Dataset while maintaining this same freedom for others, provided that the original source and author(s) are credited.
Download file (32.00 kb)
Supplementary material 14 

Table S8. Bioacoustics differentiation

Martim Melo, Bárbara Freitas, Philippe Verbelen, Sátiro R. da Costa, Hugo Pereira, Jérôme Fuchs, George Sangster, Marco N. Correia, Ricardo F. de Lima, Angelica Crottini

Data type: Statistics: Bioacoustics.

Explanation note: Table S8. Results of Welch’s ANOVA and Games-Howell post-hoc comparisons performed with the bioacoustic variables of 10 Otus taxa (O. bikegila sp. nov., O. hartlaubi, O. senegalensis senegalensis, O. senegalensis feae, O. pembaensis, O. pamelae, O. scops, O. cyprius, O. brucei, O. ireneae). Superscript values indicate significance levels that are indicated with asterisks (* P < 0.05; ** P < 0.01; *** P < 0.005; **** P < 0.001) and NA (Not Available, significance level not possible to obtain due to low sample size). Bioacoustic parameters - F1: frequency at start; F2: frequency at end; F3: frequency at 25% of total duration; F4: frequency at midpoint; F5: frequency at 75% of total duration; F6: frequency at maximum amplitude; F7: maximum frequency; F8: minimum frequency; DT1: total duration; DT2: time to maximum amplitude; DT3: time to maximum frequency; DT4: internote interval; DF1: frequency drop from start to end; DF2: frequency range; DFT1: slope from 25% to 75% of total duration; DFT2: slope from midpoint to end.

This dataset is made available under the Open Database License (http://opendatacommons.org/licenses/odbl/1.0/). The Open Database License (ODbL) is a license agreement intended to allow users to freely share, modify, and use this Dataset while maintaining this same freedom for others, provided that the original source and author(s) are credited.
Download file (49.50 kb)
Supplementary material 15 

Table S9. Phylogeny: sequence partition and evolution models

Martim Melo, Bárbara Freitas, Philippe Verbelen, Sátiro R. da Costa, Hugo Pereira, Jérôme Fuchs, George Sangster, Marco N. Correia, Ricardo F. de Lima, Angelica Crottini

Data type: Analysis: Partitioning scheme and selected models of evolution.

Explanation note: Table S9. Best-fitting partitioning scheme, and respective best model of sequence evolution, inferred with PartitionFinder2 for the dataset used to infer the phylogenetic affinities within the genus Otus (Suppl. material 2: Dataset 2: 12,925 bp).

This dataset is made available under the Open Database License (http://opendatacommons.org/licenses/odbl/1.0/). The Open Database License (ODbL) is a license agreement intended to allow users to freely share, modify, and use this Dataset while maintaining this same freedom for others, provided that the original source and author(s) are credited.
Download file (28.00 kb)
Supplementary material 16 

Table S10. Divergence times: sequence evolution models

Martim Melo, Bárbara Freitas, Philippe Verbelen, Sátiro R. da Costa, Hugo Pereira, Jérôme Fuchs, George Sangster, Marco N. Correia, Ricardo F. de Lima, Angelica Crottini

Data type: Analysis: Selected models of evolution for divergence times.

Explanation note: Table S10. Best models of sequence evolution, inferred with MEGA X, for the markers used in divergence time analyses of the genus Otus.

This dataset is made available under the Open Database License (http://opendatacommons.org/licenses/odbl/1.0/). The Open Database License (ODbL) is a license agreement intended to allow users to freely share, modify, and use this Dataset while maintaining this same freedom for others, provided that the original source and author(s) are credited.
Download file (27.00 kb)
login to comment