Updated after Marples
(1962), Acosta Hospitaleche (2004), and Ksepka et al. (2006). See the gallery
for images of most living species.
ORDER SPHENISCIFORMES
Taxonomy: Clarke et al. (2003) and
Ksepka et al. (2006) apply the phylogenetic taxon Spheniscidae to what here is referred
to as Spheniscinae. Furthermore, they restrict the phylogenetic taxon Sphenisciformes to flightless taxa, and
establish (Clarke et al. 2003) the phylogenetic taxon Pansphenisciformes as equivalent to the
Linnean taxon Sphenisciformes, i.e., including any flying basal
"proto-penguins" to be discovered eventually. Given that neither the
relationships of the penguin subfamilies to each other nor the placement of the
penguins in the avian phylogeny is presently resolved, this seems spurious and
in any case is confusing; the established Linnean system is thus followed here.
The evolutionary history of
penguins is by now fairly well researched and represents a showcase of
evolutionary biogeography; though as penguin bones of any one species vary much
in size and few good specimens are known, the alpha taxonomy of many
prehistoric forms still leaves much to be desired. A number of seminal articles
dealing with penguin prehistory has been published since 2005 (Bertelli &
Giannini 2005, Baker et al. 2006, Ksepka et al. 2006, Slack et
al. 2006), and at least the evolution of the living genera can be
considered resolved by now.
According to the
comprehensive review of the available evidence by Ksepka et al. (2006),
the basal penguins lived around the time of the Cretaceous-Paleogene extinction
event somewhere in the general area of (southern) New Zealand and Byrd Land,
Antarctica. Due to plate tectonics, these areas were at that time less than
1500 kilometers apart rather than the 4000 km of today. The last common
ancestor of penguins and their sister clade can be roughly dated to the Campanian-Maastrichtian
boundary, around 70-68 mya (Baker et al. 2006, Slack et al. 2006)[6] What can be said as certainly as possible in the absence
of direct (i.e., fossil) evidence is that by the end of the Cretaceous, the
penguin lineage must habe been evolutionarily well distinct, though much less
so morphologically; it is fairly likely that they were not yet flightless at
that time, as flightless birds have generally low resilience to the breakdown
of trophic webs which follows the initial phase of mass extinctions (see
also Flightless Cormorant).
The oldest fossils
The oldest known fossil penguin species is Waimanu manneringi, which
lived in the early Paleocene epoch of New Zealand, or about 62 mya (Slack et
al. 2006). While they were not as well adapted to aquatic life as modern
penguins, Waimanu were generally loon-like birds but already flightless,
with short wings adapted for deep diving. They swam on the surface using mainly
their feet, but the wings were - as opposed to most other diving birds living
and extinct - already adapting to underwater locomotion.
An unnamed fossil from Argentina
proves that by the Bartonian (Middle Eocene), some 39-38 mya[7],
primitive penguins had spread to South America and were in the process of
expanding into Atlantic waters (Clarke et al. 2003).
"Palaeeudyptines"
During the Late Eocene and the Early Oligocene (40-30 mya), some lineages of
gigantic penguins existed. Nordenskjoeld's Giant Penguin was the tallest,
growing nearly 1.80 meters (6 feet) tall. The New Zealand Giant Penguin was
probably the heaviest, weighing 80 kg or more. Both were found on New Zealand,
the former also in the Antarctic farther eastwards.
Traditionally, most extinct
species of penguins, giant or small, had been placed in the paraphyletic subfamily
called Palaeeudyptinae. More recently, with new taxa being discovered and
placed in the phylogeny if possible, it is becoming accepted that there were at
least 2 major extinct lineages. One or two closely related ones occurred in Patagonia,
and at least one other - which is or includes the paleeeudyptines as recognized
today -, which occurred on most Antarctic and subantarctic coasts.
But size plasticity seems
to have been great at this initial stage of penguin radiation: on Seymour
Island, Antarctica, for example, around ten known species of penguins ranging
from medium to huge size apparently coexisted some 35 mya during the Priabonian
(Late Eocene) (Jadwiszczak 2006). It is not even known whether the gigantic
palaeeudyptines constitute a monophyletic lineage, or whether gigantism was
evolved independently in a much restricted Palaeeudyptinae and the
Anthropornithinae - were they considered valid -, or whether there was a wide
size range present in the Palaeeudyptinae as delimited as usually done these
days (i.e., including Anthropornis) (Ksepka et al. 2006).
In any case, the gigantic
penguins had disappeared by the end of the Paleogene, around 25 mya. Interestingly,
their decline and disappearance coincides with the spread of the Squalodontoidea
and other primitive, fish-eating toothed whales, which certainly competed with
them for food, and were ultimately more successful (Baker et al. 2006). A
new lineage, the Paraptenodytinae which includes smaller but decidedly
stout-legged forms, had already arisen in southernmost South America by that
time. The early Neogene saw the emergence of yet another morphotype in the same
area, the similarly-sized but more gracile Palaeospheniscinae, as well as the
radiation which gave rise to the penguin biodiversity of our time.
Origin and systematics
of modern penguins
Modern penguins consititute two undisputed clades and another two more basal
genera with more ambiguous relationships (Bertelli & Giannini 2005). The
origin of the Spheniscinae lies probably in the latest Paleogene, and
geographically it must have been much the same as the general area in which the
order evolved: the oceans between the Australia-New Zealand region and the
Antarctic (Baker et al. 2006). Presumedly diverging from other penguins
around 40 mya (Baker et al. 2006), it seems that the Spheniscinae were
for quite some time limited to their ancestral area, as the well-researched
deposits of the Antarctic Peninsula and Patagonia have not yielded Paleogene
fossils of the subfamily. Also, the earliest spheniscine lineages are those
with the most southern distribution.
The genus Aptenodytes
appears to be the basalmost divergence among living penguins; they have bright
yellow-orange neck, breast, and bill patches, incubate by placing their eggs on
their feet and when they hatch, they are almost naked. This genus has a
distribution centered on the Antarctic coasts and barely extends to some
subantarctic islands today.
Pygoscelis contains species with a fairly
simple black-and-white head pattern; their distribution is intermediate,
centered on Antarctic coasts but extending somewhat northwards from there. In
external morphology, these apparently still resemble the common ancestor of the
Spheniscinae, as Aptenodytes' autapomorphies are in most cases fairly
pronounced adaptations related to that genus' extreme habitat conditions. As
the former genus, it seems to have diverged during the Bartonian[8],
but the range expansion and radiation which lead to the present-day diversity
probably did not occur until much later, around the Burdigalian stage of the
Early Miocene, roughly 20-15 mya (Baker et al. 2006).
The genera Spheniscus
and Eudyptula contain species with a mostly subantarctic distribution
centered on South America; some, however, range quite far northwards. They all
lack carotenoid coloration, and the former genus has a conspicuous banded head
pattern; they are unique among living penguins in nesting in burrows. This
group probably radiated eastwards with the Antarctic Circumpolar Current out of
the ancestral range of modern penguins throughout the Chattian (Late
Oligocene), starting approximately 28 mya (Baker et al. 2006). While the
two genera separated during this time, the present-day diversity is the result
of a Pliocene radiation, taking place some 4-2 mya (Baker et al. 2006).
The Megadyptes - Eudyptes
clade occurs at similar latitudes (though not as far north as the Galapagos
Penguin), has its highest diversity in the New Zealand region, and represent a
westward dispersal. They are characterized by hairy yellow ornamental head
feathers; their bills are at least partly red. These two genera diverged
apparently in the Middle Miocene (Langhian, roughly 15-14 mya), but again, the
living species of Eudyptes are the product of a later radiation,
stretching from about the late Tortonian (Late Miocene, 8 mya) to the end of
the Pliocene (Baker et al. 2006).
It is most interesting to
note that the geographical and temporal pattern or spheniscine evolution
corresponds closely to two episodes of global cooling documented in the paleoclimatic
record (Baker et al. 2006). The emergence of the subantarctic lineage at
the end of the Bartonian corresponds with the onset of the slow period of
cooling that eventually led to the ice ages some 35 million years later. With
habitat on the Antarctic coasts declining, by the Priabonian more hospitable
conditions for most penguins existed in the subantarctic regions rather than in
Antarctica itself. Notably, the cold Antarctic Circumpolar Current also started
as a continuous circumpolar flow only around 30 mya, on the one hand forcing
the Antarctic cooling, and on the other enabling the eastward expansion of Spheniscus
to South America and eventually beyond (Baker et al. 2006).
Later, an interspersed
period of slight warming was ended by the Middle Miocene Climate Transition, a
sharp drop in global average temperature from 14 to 12 mya, and similar abrupt
cooling events followed at 8 mya and 4 mya; by the end of the Tortonian, the Antarctic
ice sheet was already much like today in volume and extent. The emergence of
most of today's subantarctic penguin species almost certainly was caused by
this sequence of Neogene climate shifts.
Relationship to other
bird orders
Penguin ancestry beyond Waimanu remains unknown and not well resolved by
molecular or morphological analyses. The latter tend to be confounded by the
strong adative autapomorphies of the Sphenisciformes; a sometimes perceived
fairly close relationship between penguins and grebes is almost certainly an
error based on both groups' strong diving adaptations, which are homoplasies. On
the other hand, different DNA sequence datasets do not agree in detail with
each other either.
What seems clear is that
penguins belong to a clade of Neoaves (living birds except paleognaths and fowl)
which comprises of what is sometimes called "higher waterbirds" to
distinguish them from the more ancient waterfowl. This group contains such
birds as storks, rails, and the seabirds, with the possible exception of the Charadriiformes
(Fain & Houde 2004).
Inside this group, penguin
relationships are far less clear. Depending on the analysis and dataset, a
close relationship to Ciconiiformes (e.g. Slack et al. 2006) or to Procellariiformes
(Baker et al. 2006) has been suggested. Some (e.g. Mayr 2005) think the
penguin-like plotopterids (usually considered relatives of anhingas and cormorants)
may actually be a sister group of the penguins, and that penguins may have
ultimately shared a common ancestor with the Pelecaniformes and consequently
would have to be included in that order, or that the plotopterids were not as
close to other pelecaniforms as generally assumed, which would necessitate
splitting the traditional Pelecaniformes in three.
Penguin is thought by some to derive from
the Welsh words pen (head) and gwyn (white), applied to the Great
Auk, which had a conspicuous white patch between the bill and the eye (although
its head was black), or from an island off Newfoundland known as "White
Head" due to a large white rock. This may be, however, a false etymology
created by Dr. John Dee in his book on Prince Madoc of Wales, supposedly one of
the discoverers of America. By this Dee hoped to cement Queen Elizabeth I's
claim, as a Tudor, to the New World. Penguins live nowhere near Newfoundland,
nor do they generally have white heads, but they do look remarkably like Great
Auks in general shape.
According to another
theory, the original name was pen-wing, with reference to the
rudimentary wings of both Great Auks and penguins. A third theory is that penguin
comes from the Latin pinguis (fat). This has added credibility because
in two other Germanic languages, Dutch 'pinguďn' and German, 'Pinguin' both
have the 'i' vowel too. While it has been replaced by an 'e' in the English
spelling, it can still be heard. By simply looking at the word's pronunciation
and comparing that to the Dutch and German words, one could assume a common
Latin root - after the first Germanic sound shift (500-200 BC) that makes a PIE
'p' into a 'f'. However, a Welsh 'i' is often sound-shifted to an 'e' in the
English language, so a Welsh origin cannot be dismissed.
Tux the Linux
mascot
Main article: Penguins in popular culture
Penguins are popular around
the world, primarily for their unusually upright, waddling pace and (compared
to other birds) lack of fear of humans. Their striking black and white plumage
is often likened to a tuxedo suit and generates humorous remarks about the bird
being "well dressed". Perhaps in reaction to this cutesy stereotype,
fictional penguins are occasionally presented as grouchy or even sinister. Penguins
have also been the subject of many books and documentary films.
Wikipedia
http://en.wikipedia.org/w/index.php?title=Penguin&action=history