Taxonomy, nomenclature, and identification of the giant hummingbirds (Patagona spp.) (Aves: Trochilidae)

Jessie L. Williamson, Chauncey R. Gadek, Bryce W. Robinson, Emil Bautista, Selina M. Bauernfeind, Matthew J. Baumann, Ethan F. Gyllenhaal, Peter P. Marra, Natalia Ricote, Nadia D. Singh, Thomas Valqui, Christopher C. Witt
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Abstract

Giant hummingbirds (Patagona spp.) are extraordinarily large but nondescript hummingbirds whose taxonomy has been muddled for two centuries. Patagona systematics were redefined in a study of migration, physiology, and genetics by Williamson et al. (2024), revealing two species with divergent genomes and seasonal range overlap: Southern Giant Hummingbird (P. gigas) and Northern Giant Hummingbird (P. chaski). However, the taxonomy and nomenclature of the genus need to be reconsidered in light of its newly-clarified biology and species limits. The species name gigas (Viellot 1824) and subspecies name peruviana (Boucard 1893) were both described based on multiple syntypes. Here, we designate a lectotype for each name and we critically consider the identity and usage of each. The lectotype of P. gigas appears to be a Southern Giant Hummingbird, albeit from unknown provenance, and the historic and ongoing usage of this name has been restricted to that entity. The peruviana lectotype appears to be a Northern Giant Hummingbird, but usage of the name throughout history has involved misdiagnosis and misapplication to entities that comprise variable mixtures of the two giant hummingbird species. Redefining peruviana to match Northern Giant Hummingbird would shift the entity to which this name has referred, sowing confusion due to its non-universal meaning. By contrast, the species name chaski was introduced concomitantly with the definitive discovery of the two Patagona species and their taxonomic limits, morphology, physiology, migration, genetics, and year-round distributions. The Principle of Priority (Art. 23) of the International Code of Zoological Nomenclature provides a mechanism to suppress problematic senior synonyms. We invoke Art. 23.9.3 and urge suppression of peruviana and adoption of chaski, the only name that applies specifically and uniquely to Northern Giant Hummingbird. Lastly, we report misidentified specimens in major museum collections, and we provide comprehensive information on species identification and seasonal ranges for these cryptic species.
巨型蜂鸟(Patagona spp.)(鸟类:蜂鸟科)的分类、命名和鉴定
巨蜂鸟(Patagona spp.)是一种体型特别大但不显眼的蜂鸟,两个世纪以来其分类学一直是一团糟。威廉姆森等人(2024 年)通过对迁徙、生理和遗传学的研究,重新定义了八哥蜂鸟的系统学,发现了两个基因组不同且季节性分布重叠的物种:南方巨蜂鸟(P. gigas)和北方巨蜂鸟(P. chaski)。然而,鉴于该属新近明确的生物学特性和物种限制,其分类法和命名法需要重新考虑。种名 gigas(Viellot,1824 年)和亚种名 peruviana(Boucard,1893 年)都是根据多个模式标本描述的。在此,我们为每个名称指定了一个标本,并对每个标本的特征和用法进行了认真的研究。gigas 的标本似乎是一只南方巨蜂鸟,尽管来源不明,而且该名称的历史和持续使用也仅限于该实体。秘鲁蜂鸟的标本似乎是一种北方巨型蜂鸟,但在历史上对这一名称的使用涉及误诊和误用,包括两种巨型蜂鸟的不同混合物。如果重新定义 peruviana,使其与北方巨蜂鸟相匹配,就会改变该名称的所指实体,从而因其不通用的含义而造成混乱。相比之下,"chaski "这一物种名称是在最终发现两个巴塔哥尼亚物种及其分类学界限、形态学、生理学、迁徙、遗传学和全年分布的同时引入的。国际动物学命名法》的优先原则(第 23 条)提供了一个抑制有问题的高级同义词的机制。我们援引第 23.9.3 条的规定,敦促停止使用有问题的高级同义词。我们援引第 23.9.3 条,敦促废除 peruviana,并采用 chaski,这是唯一一个专门且唯一适用于北方巨蜂鸟的名称。最后,我们报告了主要博物馆收藏的被误认的标本,并提供了关于这些隐蔽物种的物种鉴定和季节范围的全面信息。
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