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North Carolina State Library Raleigh

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N. r

1ST

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number 6 december 1981

EDITORIAL STAFF

John E. Cooper, Editor Alexa C. Williams, Managing Editor John B. Funderburg, Editor-in-Chief

Board

Alvin L. Braswell, Curator of David S. Lee, Chief Curator Lower Vertebrates, N.C. of Birds and Mammals, N.C.

State Museum State Museum

John C. Clamp, Associate Curator William M. Palmer, Chief Curator (Invertebrates), N.C. of Lower Vertebrates, N.C.

State Museum State Museum

Martha R. Cooper, Associate Thomas L. Quay, Associate Curator (Crustaceans), N. C. Curator, N. C.

State Museum State Museum

James W. Hardin, Department Rowland M. Shelley, Chief of Botany, N.C. State Curator of Invertebrates, N.C.

University State Museum

Brimleyana, the Journal of the North Carolina State Museum of Natural His- tory, will appear at irregular intervals in consecutively numbered issues. Contents will emphasize zoology of the southeastern United States, especially North Caro- lina and adjacent areas. Geographic coverage will be limited to Alabama, Dela- ware, Florida, Georgia, Kentucky, Louisiana, Maryland, Mississippi, North Carolina, South Carolina, Tennessee, Virginia, and West Virginia.

Subject matter will focus on taxonomy and systematics, ecology, zoogeog- raphy, evolution, and behavior. Subdiscipline areas will include general inverte- brate zoology, ichthyology, herpetology, ornithology, mammalogy, and paleon- tology. Papers will stress the results of original empirical field studies, but synthesizing reviews and papers of significant historical interest to southeastern zoology will be included.

Suitability of manuscripts will be determined by the Editorial Board, and appropriate specialists will review each paper adjudged suitable. Final acceptabil- ity will be decided by the Editor. Address manuscripts and all correspondence (except that relating to subscriptions and exchange) to Editor, Brimleyana, N. C State Museum of Natural History, P. O. Box 27647, Raleigh, NC 2761 1.

In citations please use the full name Brimleyana.

North Carolina State Museum of Natural History

North Carolina Department of Agriculture

James A. Graham, Commissioner

CODN BRIMD 7 ISSN 0193-4406

Fishes of the Waccamaw River Drainage

John R. Shute \ Peggy W. Shute l and David G. Lindquist

Department of Biology,

University of North Carolina at Wilmington,

Wilmington, North Carolina 28406

ABSTRACT.— From 1976 through February 1981, we made 827 col- lections of fishes from 75 stations in Lake Waccamaw and the Wac- camaw River and tributaries; they yielded a total of 56 species from 18 families. Additional records increased the probable total to 62 species. At least five of the Waccamaw species are endemic or exclusively shared with one other drainage. These aspects of the Waccamaw indi- cate that it is unique among Atlantic Coastal Plain drainage systems. Geological and zoogeographical evidence suggest that the Waccamaw River once drained a larger area extending into the inner Coastal Plain and Piedmont. Uplifting of the Cape Fear Fault resulted in piracy of the Waccamaw headwaters, creating the present Cape Fear drainage. Faunal resemblances between the drainages lend support to this theory.

INTRODUCTION

Since the description of the Waccamaw killifish, Fundulus waccamensis, silverside, Menidia externa, and darter, Etheostoma per- longum, by Hubbs and Raney (1946), Lake Waccamaw, North Carol- ina, has been the subject of both biological and physiographical studies (Frey 1948a,b, 1949, 1951) alluding to the relatively high level of fish diversity and endemism. Louder (1962a) provided a checklist of fishes and Hueske (1948) discussed fishery resources. Four species from the lake have been subjects of biological studies: Notropis petersoni (Davis and Louder 1971); F. waccamensis (Shute et al., ms.); M. extensa (Davis and Louder 1969); and E. perlongum (Lindquist et al. 198 1 ; Shute et al., in press).

Apart from those of the lake, the fishes of the Waccamaw drainage have received little attention. Louder (1962b) included the Waccamaw drainage in a survey of the Lumber and Shallotte River drainage in North Carolina, and the major purpose of his survey was to evaluate the recreational fishery potential. Fowler (1935) reported on several collec- tions from the Waccamaw drainage in South Carolina.

The Waccamaw is unique among Atlantic coastal drainages. Its overall fish diversity is quite high and includes a number of endemics and forms shared with but one other drainage. Presently two undes- cribed species of fish are known to occur within the Waccamaw drain-

1 Present address: Department of Zoology and Entomology, University of Ten- nessee, Knoxville, TN 37916. Direct reprint requests to DGL.

Brimleyana No. 6: 1-24. December 1981. 1

2 John R. Shute, Peggy W. Shute, David G. Lindquist

age. Seventeen species of plants and animals considered of special con- cern by biologists were listed from in and around Lake Waccamaw by Teulings and Cooper (1977). Parts of the Waccamaw River's upper reaches have been proposed for inclusion in the National and Scenic Rivers System (Anonymous 1978) because of their relatively undis- turbed nature and the river's unique assemblage of flora and fauna.

Geological evidence suggests that the Waccamaw River once drained a much larger area, extending into the inner Coastal Plain and Piedmont. As discussed later, zoogeographical evidence supports this theory, which may explain the high species diversity.

This study was intended to provide a baseline of information on the overall distribution of fishes within the drainage, with special emphasis on the endemic and undescribed forms, because habitat alteration could present a definite problem for most of the unique fishes. There is limited suitable habitat for the species with upland affinities, and impoundment or channelization projects could prove disastrous.

STUDY AREA

The Waccamaw River drainage lies entirely within the low Coastal Plain of North and South Carolina, draining an area of approximately 4000 km" (Fig. 1). It is a relatively young system, believed to have been formed during the Late Pleistocene, 32,000 to 75,000 years ago (Zullo and Harris 1979). Sediments consist of Pleistocene sands underlain by the fossiliferous Waccamaw Formation, a limestone formation that is exposed in some areas of the river. The Surry Scarp forms the western border of the system, and to the north the Cape Fear Fault forms a barrier separating the Cape Fear Basin from the Pee Dee Basin (Zullo and Harris 1979).

Friar Swamp

Friar Swamp is the principal feeder system to Lake Waccamaw. Originating from Council Mill Pond (approximately 15 km north- northwest of Lake Waccamaw), this small stream flows south and con- verges with Slap Swamp, Buckhead Branch, and Gum Swamp to form Big Creek (Fig. 1). Big Creek is a typical black water stream with a sandy, muck bottom and an abundance of aquatic vegetation along its shoreline.

Lake Waccamaw

Lake Waccamaw is the largest of the Carolina Bays, with a total area of 3618 ha. Most of its 22.9 km shoreline is characterized by sandy, low-gradient beaches. Vast beds of maidencane, Panicum hemitomum, extend offshore along the eastern, southern, and western shores of the lake. Cape Fear spatterdock, Nuphar luteum sagitifollium, grows in

Waccamaw Drainage Fishes

PEE DEE BIVEP,

SCALE IN KM.

WACCAMAW RIVER DRAINAGE

WINY AH v BAY

Fig. 1. Map of the Waccamaw River drainage, North and South Carolina, showing fish sampling localities.

dense beds off the northern and northeastern shores. The bottom is mainly sand and fibrous peat. Over the peat bottom, generally toward the middle of the lake, thick stands of bushy-pondweed, Najas guadalu- pensis, occur and a green alga, Nitella sp., is seasonally abundant. Average depth of the lake is 2.3 m, and maximum depth is 3.3 m.

In addition to Big Creek, the lake is fed by three smaller streams: Little, Second, and Third creeks. Acid water from these streams is neu- tralized by the calcareous Waccamaw limestone formation, which underlies the lake and is exposed along the north shore (Frey 1951).

4 John R. Shute, Peggy W. Shute, David G. Lindquist

Man-made canals surround much of Lake Waccamaw. They are characterized by dense vegetation (mainly alligator-weed, Alternanthera philoxeroides; duckweed, Lemna perpusilla; and beggar tick, Bidens laevis) and steep, grassy roadside banks, and are open to the lake and the Waccamaw River.

Waccamaw River

The Waccamaw River originates at the south shore of Lake Wac- camaw and flows southward approximately 225 km to its confluence with the Pee Dee River at Winyah Bay, South Carolina. The river is sluggish and meandering with an average gradient of only 6.44 cm/ km. Above Juniper Creek (Fig. 1), much of the river is less than 15 m wide with the exception of an area known locally as "The Fishponds," located just below Bogue Swamp. Here, for a distance of several hundred meters, the river widens to approximately 50 to 60 m. Below Juniper Creek the river widens considerably, and before crossing the North Carolina/ South Carolina state line averages around 75 m wide.

Seasonally, water levels in the river fluctuate considerably. High water occurs in late winter and throughout the spring. During summer and fall the waters recede, creating shallow, sandy stretches.

Bogue Swamp

Bogue Swamp is the first tributary to the Waccamaw River, origi- nating approximately 6.5 km northwest of Lake Waccamaw and flow- ing 13 km southeast before entering the river (Fig. 1). This is a small, sand-bottom stream, often intermittent during dry months.

White Marsh

Brown Marsh, Elkton Marsh, and Red Hill Swamp flow from the upper part of White Marsh, approximately 23 km northwest of Lake Waccamaw. White Marsh is a sluggish, muck-bottom stream that flows southeast for 33 km before entering the Waccamaw River. Stations sampled during our survey were in Red Hill Swamp and the main stream of White Marsh (Fig. 1). Aquatic vegetation was dense in the areas collected, and station 15 was heavily obstructed with roots, stumps and water-logged branches.

Juniper Creek

Juniper Creek is the largest tributary to the Waccamaw River in North Carolina and is the first to enter the river from the east (Fig. 1). It is formed by the confluence of Muddy Branch and Bear Pen Island, Honey Island and Alligator swamps. Juniper Creek and its tributaries form the major drainage system for Green Swamp. Many interconnec- ting man-made canals east of Lake Waccamaw join Honey Island Swamp with Dans Creek of the adjacent Cape Fear Drainage. These

Waccamaw Drainage Fishes 5

canals are normally 3 to 5 m wide and 1 to 2 m deep.

Upper Juniper Creek is generally narrow (6 to 8 m) and shallow, and flows year-round. The channel widens to approximately 25 m downstream and becomes sluggish. Before reaching the river it again narrows and flow increases. Much of this stream is characterized by sand bottom and patches of dense aquatic vegetation. The wide, slug- gish areas are generally richer in organic debris, and sphagnum moss, Sphagnum sp., grows in dense mats along the shoreline. Juniper Creek flows west approximately 35 km to its junction with the Waccamaw River.

Seven Creeks

The headwaters of Seven Creeks are formed by Toms Fork, Mill Branch, and Juniper, Brissett, Gum, Beaver Dam, and Monie swamps. This predominantly muck-bottom stream flows approximately 16 km southeast until reaching the Waccamaw River 13 km above the North Carolina/ South Carolina state line. Areas sampled were clogged with a tangle of old tree stumps, roots, and waterlogged branches. Aquatic vegetation was present but not dense.

Many smaller tributaries not discussed also flow into the Wac- camaw River. During our survey, no South Carolina tributaries were sampled. Kingston Lake Swamp forms the largest of the Waccamaw River tributaries above the Atlantic Intracoastal Waterway (AIWW). Several small streams and canals connect the Waccamaw and Pee Dee rivers before their confluence at Winyah Bay.

METHODS

From January 1979 through February 1981 a total of 827 collec- tions was made from 75 stations within the Waccamaw River drainage (Table 1). Stations la through m, 2a,b,c, 3, 4, 5, 6, and 7 were sampled monthly during this period. The remaining stations were sampled on an irregular basis, sometimes only once. Six of the mid-lake stations in Lake Waccamaw are treated as one throughout this paper (Station li).

Most collections were made with seines varying in size from 3 m X 1.2 m to 15.2 m X 1.8 m, typically with 3 mm mesh. Offshore stations in Lake Waccamaw (and one Waccamaw River station) were sampled with a small otter trawl measuring 2.8 m X 1.3 m at the mouth and lined with 3 mm mesh. Dip nets of various sizes were also used. A representa- tive sample of fishes was usually field preserved in 10% formalin and later stored in 70% ethanol. Large or extremely common species were occasionally returned to the water (some were photographed before release) and records are based on field identifications. Museum speci- mens and literature records were verified where possible.

Nomenclature follows that used by Robins et al. (1980). Most spec- imens are housed in the University of North Carolina at Wilmington Fish Collection (UNCW).

John R. Shute, Peggy W. Shute, David G. Lindquist

Table 1. Sampling stations. US = U.S. highway, CR = county road; NC = N.C. highway.

NORTH CAROLINA

Columbus County

la. Lake Waccamaw, north shore public beach on NC 214.

lb. Lake Waccamaw, northeast shore at Hobbs Harbor on NC 214.

lc. Lake Waccamaw, northeast shore just west Big Creek.

Id. Lake Waccamaw, southeast shore at northern boundary state park.

le. Lake Waccamaw, south shore at southern boundary state park.

If. Lake Waccamaw, south shore just east dam.

lg. Lake Waccamaw, south shore just above dam.

lh. Lake Waccamaw, southwest shore.

li. Lake Waccamaw, mid-lake.

lj. Lake Waccamaw, north offshore transect.

Ik. Lake Waccamaw. north offshore transect.

1 1. Lake Waccamaw, northeast offshore transect.

lm. Lake Waccamaw, south offshore transect.

2a. Big Creek Wildlife Access Area on SR 1947.

2b. Big Cr. trib. at second bridge going east on SR 1947.

2c. Big Cr. at first bridge going east on SR 1947.

3. Waccamaw canal, northeast shore lake on SR 1947.

4. Waccamaw canal, north shore lake on NC 214.

5. Waccamaw canal, northeast shore lake at junction NC 214 and SR 1957.

6. Waccamaw canal, southwest shore lake.

7. Waccamaw River just below dam on south shore lake.

8a. Waccamaw R. from below station 7 to approx. 1.6 river km below

lake.

8b. Waccamaw R. between 1.6 and 3.2 river km below lake.

8c. Waccamaw R. between 3.2 and 4.8 river km below lake.

8d. Waccamaw R. between 4.8 and 6.4 river km below lake.

9. Big Cr. at bridge on US 74-76, 4.4 km W Lake Waccamaw.

10. Bogue Swamp, 1.6 km ESE Hallsboro on CR 1736.

1 1. Bogue Swamp, 1.2 km E Hallsboro on US 74-76.

12. Red Hill Swamp, 16.1 air km N Whiteville on CR 1700.

13. White Marsh trib., 6.4 air km NNE Whiteville on CR 1700.

14. White Marsh, 3.2 km E Whiteville on US 74-76.

15. White Marsh, 8 air km S Hallsboro on CR 1001.

16. drainage canal, 2.4 km S Bolton on NC 21 1.

17. drainage canal, 9.2 km S Bolton on NC 21 1.

18. Waccamaw R. at Crusoe Island, 4 air km NE Old Dock.

19. Waccamaw R., 2.4 air km SE Old Dock on CR 1928.

20. Brunswick Co. line; Juniper Cr., oxbow just above confluence Waccamaw R., 4.8 air km ESE Old Dock.

Waccamaw Drainage Fishes

21. Juniper Cr., overflow pond on CR 1928, 5.6 air km ESE Old Dock.

31. Waccamaw R., 7.2. air km NE Pireway, "Reeve's Ferry."

32. Seven Crs., approx. 1.6 km N Pireway on NC 905.

33. Seven Crs., 8 air km NW Pireway on CR 1 108.

34. Juniper Swamp, 13.7 air km NW Pireway on CR 1 1 18.

35. Toms Fork, 12.9 air km SE Tabor City on CR 1 1 19.

37. Brunswick Co. line; Waccamaw R., 1.6 air km SE Pireway on NC 904.

38. Brunswick Co. line; Waccamaw R., 1 .6-9.7 river km S of NC 904 bridge.

Brunswick County

22. Aligator Swamp, just N Exum on CR 1335.

23. Big Swamp, 17.7 km S Bolton on NC 211.

24. Juniper Cr., 1.6 air km E Makatoka on CR 1340.

25. Juniper Cr. trib., 3.5 air km SE Makatoka on Cr 1342.

26. Juniper Cr., 29.8 km S Bolton on NC 21 1.

27a. Columbus Co. line; Waccamaw R. just below confluence Juniper

Cr., 5.2 air km SE Old Dock. 27b. Columbus Co. line; Waccamaw R., approx. 1.6 river km below

confluence Juniper Cr., 6 air km SE Old Dock. 28. Columbus Co. line; Waccamaw R., 6.4. air km SE Old Dock,

approx. 6.4 river km above NC 130. 29a. Columbus Co. line; Waccamaw R., 7.2 air km SE Old Dock,

approx. 2.8 river km above NC 130. 29b. Columbus Co. line; Waccamaw R., 8 air km SE Old Dock,

approx. 1.6 river km above NC 130. 29c. Columbus Co. line; Waccamaw R. at NC 130 bridge. 30. Wet Ash Swamp, 5.3 air km NE Longwood on NC 130.

36. Scippeo Swamp, 3.2 air km WNW Longwood on CR 1300.

SOUTH CAROLINA

Horry County (all stations on Waccamaw River)

39. approx. 3.2 air km SE Longs. 0.8 km N to 2.4 km S of SC 9 bridges.

40. 0.8 km S Red Bluff on SC 31.

41. approx. 4.8 river km W Red Bluff.

42. 4.8 air km N Nixonville.

43. 3.2 air km NNW Nixonville.

44. 2.4 air km NW Nixonville at SC 105.

45. 2.4 air km WNW Nixonville.

46. 0.8 air km NW Grahamville.

47. 7.2 air km SE Hickory Grove.

48. 2.4 air km SE Hickory Grove.

49. 5.6 air km W Conway (Hardee's Ferry).

50. 4 air km W Conway.

8 John R. Shute, Peggy W. Shute, David G. Lindquist

ANNOTATED SPECIES LIST

Lepisosteidae gars Lepisosteus osseus (Linnaeus), longnose gar. The longnose gar occurs throughout the entire system. Most specimens are from Lake Waccamaw and the main channel of the Waccamaw River. Stations: la,c,d,e,f,g, 2b, c, 7, 8a,b,c,d.

Amiidae bowfins Amia calva Linnaeus, bowfin. This species appears to be uncom- mon in Lake Waccamaw, but specimens have been taken throughout the canal system and upper parts of the Waccamaw River. Tightly packed schools of very young bowfin were occasionally observed, and large adults were commonly seen in the river during low water. Stations: Id, 3,4, 5, 8a,b,c,d, 9.

Anguillidae freshwater eels Anguilla rostrata (Lesueur), American eel. The American eel is common throughout the entire system, in all habitat types sampled where adequate cover exists. Stations: la,g,h,i, 2a, c, 7, 8a,b,c,d, 14, 19, 27b, 28, 29a,b,c, 33, 37, 38, 43, 44, 49.

Clupeidae herrings

Alosa pseudoharengus (Wilson), alewife. Nine juveniles of this anadromous species were collected from a single locality in the main- stream of the river. Station: 42.

Alosa sapidissima (Wilson), American shad. Baker (1968) indicated that the American shad ran upstream in the Waccamaw River as far north as Juniper Creek. No specimens were collected during our survey.

Dorosoma cepedianum (Lesueur), gizzard shad. All of our collec- tions of this species are from Lake Waccamaw. Most specimens were seined from open shoreline areas at night, but small schools were occa- sionally encountered while trawling at mid-lake stations. R. H. Moore (pers. comm.) reported gizzard shad from lower sections of the Wac- camaw River in South Carolina, Stations: la,c,f,i.

Dorsoma petenense (Gunther), threadfin shad. Threadfin shad were introduced into Lake Waccamaw to provide forage for game species (Nichols 1975). There is no record of successful overwintering and no specimens were taken during our survey.

Umbridae mudminnows

Umbra pygmaea (DeKay), eastern mudminnow. The mudminnow

occurs throughout the system where suitable habitat exists standing

waters with dense growth of aquatic vegetation and was common in

the canals around Lake Waccamaw. Louder (1962a) reported several

Waccamaw Drainage Fishes 9

specimens collected during a half-acre rotenone sample along the north- east shoreline of the lake. We collected specimens from the lake on one occasion. Stations: Id, 2b,c, 3, 5, 7, 8d, 9, 12, 21, 24, 25.

Esocidae pikes

Esox americanus Gemlin, redfin pickerel. The redfin pickerel is common throughout most of the system, except Lake Waccamaw where it was rarely taken. Louder (1962a) reported nine specimens from near the mouth of Second Creek along the northeast shore of the lake. Our only collection from the lake was from an overflow area on the south- eastern shore; most of our specimens were taken from standing (often stagnant), weed-choked waters of small streams, canals, and occasionally the main river channel. Stations: Id, 2a,b,c, 3, 5, 6, 8c, d, 9, 10, 12, 13, 15, 24, 25, 29a,c, 49, 50.

Esox niger Lesueur, chain pickerel. This species is also common throughout much of the area surveyed. Frey (1951) and Louder (1962a) reported its presence in the lake. Our only specimen from the lake is a large adult (400-500mm TL) found in a gill net set off the southeastern shore. The main channel of the Waccamaw River and some of its larger tributaries appear to support the best populations of chain pickerel. Sta- tions: le, 2a,b,c, 3, 6, 7, 8c,d, 12, 19, 29a,c, 38, 40, 42, 46, 47, 50.

Cyprinidae minnows and carps

Cyprinus carpio Linnaeus, carp. Carp are reported by local residents to be abundant in Lake Waccamaw. Indeed, the 1979 annual bow-fishing tournament held at the lake produced 2,860 pounds of carp and longnose gar. Despite these reports, we collected only three carp during our survey and sighted several large adults at one of the canal stations. Louder (1962a) listed this species for the first time from Lake Waccamaw, and (1962b) also reported it from Bogue Swamp and White Marsh Swamp, both tributaries to the Waccamaw River. In addition, R. H. Moore (pers. comm.) reported carp from the lower sections of the river in South Carol- ina. Stations: lb,i, 6, 7.

Hybognathus regius Girard, eastern silvery minnow. Although the eastern silvery minnow is common in the main channel of Waccamaw River in South Carolina, our survey produced the first specimens from the river in North Carolina. Specimens were collected in open sluggish waters devoid of aquatic vegetation. Stations: 29a, 38, 39, 40, 42, 44, 46.

Notemigonus crysoleucas (Mitchill), golden shiner. The golden shiner occurs in a wide variety of habitats throughout the system, but collections usually consist of only a few individuals. It was most often encountered in standing water, and occasionally in the mainstream of the river. Stations: la,b,c,e,g,h, 2a,c, 4, 6, 7, 12, 28, 38, 44.

Notropis chalybaeus (Cope), ironcolor shiner. Ironcolor shiners occur throughout most of the main channel of the Waccamaw River.

10 John R. Shute, Peggy W. Shute, David G. Lindquist

Louder (1962a) reported two specimens from the northeast shore of Lake Waccamaw, and we collected one specimen from the lake. Specimens identified by Fowler (1935) as Erogalaformosa (Putnam) {-N. hypselopter- us) from the Waccamaw drainage were determined to be a mixture of N. chalybaeus and N. cummingsae. Notropis chalybaeus was often found in association with N. petersoni, although it was never as numerous. Sta- tions: lg, 7, 19, 28, 29a,c, 39, 49.

Notropis cummingsae Myers, dusky shiner. The dusky shiner also appears to be largely confined to the main channel of the river. Small schools were often encountered in open parts of the river, generally those lacking dense vegetation. There are no reports of the species from Lake Waccamaw. Stations: 7, 8a,d, 19, 27a, 28, 29a,c, 50.

Notropis hudsonius (Clinton), spottail shiner. Louder (1962b) reported seven specimens of the spottail shiner from Big Creek, the prin- cipal feeder stream to Lake Waccamaw. Records also exist from the Wac- camaw River in North Carolina (Menhinick, ms.; Gilbert and Burgess 1980). According to Gilbert and Burgess (1980), this species inhabits large, sluggish coastal rivers and brackish waters on the Atlantic slope. The Big Creek locality does not fit this habitat description. The pre- viously mentioned records for N. hudsonius, especially Big Creek, may be based on misidentifications. However, museum specimens for these records in the Waccamaw drainage could not be located for examination. During our survey, no spottail shiners were collected.

Notropis maculatus (Hay), taillight shiner. This cyprinid is distrib- uted throughout much of the Waccamaw system. Louder (1962b) found it in Bogue Swamp, but it does not appear to be present in Lake Wac- camaw. However, one population was located in a canal on the southwest shore of the lake, and another in Big Creek not far from its mouth. Other populations exist in the mainstream of the Waccamaw River. Stations: 2a, 6, 29a, 37, 38.

Notropis petersoni Fowler, coastal shiner. This is perhaps the most widespread and abundant cyprinid throughout the system. The Lake Waccamaw population was originally described at Notropis waccamanus by Fowler (1942) and later placed in the synonymy of N. petersoni by Frey (1951). Davis and Louder ( 1 97 1 ) discussed the biology of the species in North Carolina waters (including Lake Waccamaw). We encountered it in all habitat types sampled, with the notable exception of the canals around Lake Waccamaw. Stations: l,a,b,c,d,e,f,g,h,i,l,m, 2a, c, 7, 8a, b, 19, 27b,c, 31, 37, 38, 39, 40, 42, 44, 47, 49, 50.

Catostomidae suckers

Erimyzon oblongus (Mitchill), creek chubsucker. This species is

common throughout the system in a wide variety of habitats. Frey

(1951) first reported it from Lake Waccamaw, and apparently our single

specimen represents the only other published record from the lake. We

Waccamaw Drainage Fishes 11

encountered difficulties in identifying certain individuals, especially juveniles, which often appear to be intermediate between E. oblongus and E. sucetta. Rohde et al. (1979) also experienced similar difficulties with specimens from southeastern North Carolina. Hanley (1976) con- cluded that hybrids between E. oblongus and E. sucetta do occur, and that these hybrids may backcross with both parental stocks. Stations: le, 2a,c, 6, 7, 14, 19,21,28,29c.

Erimyzon sucetta (Lacepede), lake chubsucker. Very few lake chub- suckers were taken during our survey and none from Lake Waccamaw, although Louder (1962a) reported four specimens from the northeast shore of the lake. Most of our specimens were taken in heavily vege- tated areas of standing or slow-moving water. Stations: 3, 7, 21, 30.

Minytrema melanops (Rafinesque), spotted sucker. Our specimens came from the main channel of the Waccamaw River and were taken from open, moving waters with little or no cover. Stations: 19, 38.

Ictaluridae freshwater catfishes

Ictalurus catus (Linnaeus), white catfish. The white catfish is wide- spread throughout Lake Waccamaw and the main channel of the Wac- camaw River. Several adults exceeding 400 mm TL were trawled from mid-lake stations. Stations: la,b,c,e,h,i, 7, 8a,b,c, 28, 29a, 38, 44, 47.

Ictalurus melas (Rafinesque), black bullhead. Louder (1962b) reported the black bullhead from Red Hill Swamp (White Marsh tribu- tary) and Shingletree Swamp (Waccamaw River tributary). We col- lected no specimens and found no museum specimens, and its occur- rence in the Waccamaw drainage is doubtful. Menhinick et al. (1974) suggested that Louder's records probably referred to /. nebulosus.

Ictalurus natalis (Lesueur), yellow bullhead. No specimens of the yellow bullhead were taken from Lake Waccamaw during our survey, but several were collected from the main channel of the Waccamaw River. Louder (1962a) reported one small specimen from the northeast shore of the lake. Stations: 8a,b,d, 19, 29a,47.

Ictalurus nebulosus (Lesueur), brown bullhead. The brown bull- head has not previously been reported from Lake Waccamaw, but we collected four specimens there during our survey. E. F. Menhinick (pers. comm.) collected two specimens from Toms Fork Creek, a tributary to Seven Creeks. Stations: lb,h.

Ictalurus platycephalus (Girard), flat bullhead. We discovered one adult flat bullhead in a gill net set off the southeastern shore of Lake Waccamaw, which represents only the second published report of this species from the lake. Louder (1962a) reported a specimen from along the northeast shore of the lake. The species is also present in the Wac- camaw River below Conway, South Carolina (R. H. Moore, pers. comm.). Station: le.

12 John R. Shute, Peggy W. Shute, David G. Lindquist

Ictalurus punctatus (Rafinesque), channel catfish. Although no specimens of the channel catfish were collected during our survey, R. H. Moore (pers. comm.) reported its presence in the lower reaches of the Waccamaw River.

Noturus gyrinus (Mitchill), tadpole madtom. The tadpole madtom has been taken in a variety of habitats throughout much of the system. Most of our specimens came from the lake and the main channel of the Waccamaw River. This madtom generally avoids swifter sections of the river and was usually associated with thick vegetation or debris. Frey (1951) discussed variation between populations from the North Carolina Bay Lakes (including Lake Waccamaw). Stations: la,c,e,f,g,h,i, 2c, 5, 7, 8a, 38, 40, 46.

Noturus insignis (Richardson), margined madtom. This species was taken exclusively from areas of flowing water and abundant cover in the main channel of the Waccamaw River. It appeared to be the dominant ictalurid species captured in the river. Stations: 7, 8a, d, 19, 28, 29a, b, 38.

Noturus species, broadtail madtom. Two distinct populations of this undescribed madtom exist in the Waccamaw drainage. The form found in the main channel of the Waccamaw River, taken by us from Station 19 and downstream sites, is also found in the adjacent Cape Fear drainage (Jenkins and Palmer 1978). It often occurred with N. insignis. Specimens from Lake Waccamaw clearly differ from the river specimens, but the degree of differentiation has not yet been determined (R. E. Jenkins, pers. comm.). The closest relative appears to be N. lep- tacanthus (Jenkins and Palmer 1978). The Lake Waccamaw form (found throughout the lake and directly below the dam) was often found in cans and bottles as well as under tiles placed as experimental spawning sites for the Waccamaw darter. Broadtail madtoms appear to be relatively common in the lake and may outnumber N. gyrinus. Sta- tions: la,c,d,f,i,j,k,l,m, 7, 19, 28, 29a, 38, 50.

Amblyopsidae cavefishes Chologaster cornuta Agassiz, swampfish. The swampfish was never common at any locality. It was encountered in standing or sluggish waters, usually choked with aquatic vegetation or debris. No record of this species from Lake Waccamaw exists and we found none there dur- ing our survey. Stations: 2b, c, 6, 7, 8a,b,c,d, 24, 25, 26.

Aphredoderidae pirate perches

Aphredoderus sayanus (Gilliams), pirate perch. Although Louder

(1962a) reported the pirate perch from Lake Waccamaw, and E. F.

Menhinick (pers. comm.) also collected one lake specimen, we collected

none from the lake. Pirate perch do occur in standing or sluggish and

Waccamaw Drainage Fishes 13

heavily vegetated waters elsewhere throughout the system. Stations: 2a,b,c, 3, 4, 6, 7, 8a,b,c,d, 10, 12, 13, 15, 17, 19, 20, 21, 22, 24, 25, 26, 27a, 29b,c, 30, 38, 39, 43.

Cyprinodontidae killifishes

Fundulus chrysotus (Gunther), golden topminnow. The range of the golden topminnow was originally thought to extend along the Atlantic coast only as far north as the Santee drainage, South Carolina (Shute 1980). Recently, however, specimens were collected by R. H. Moore (pers. comm.) from the Waccamaw River at Bucksville, South Carolina, 12.5 air km south-southeast of Conway. We examined the specimens and concur with Moore's identification. In addition, speci- mens from Waverly Mills, South Carolina (Waccamaw drainage) identi- fied as this species by Fowler (1935) have been verified.

This species prefers river backwaters, slow-moving streams, or ditches, and is usually associated with dense growths of aquatic vegeta- tion (Shute 1980). Ample habitat certainly exists throughout most of the drainage and additional populations quite likely exist.

Fundulus diaphanus (Lesueur), banded killifish. Fowler (1935) reported the banded killifish from Waverly Mills (presumably on the Waccamaw River), South Carolina. These specimens were examined by Hubbs and Raney (1946) and re-examined by us, and are typically F. diaphanus. This represents the southernmost extent of the species' range (Gilbert and Shute 1980). No banded killifish were collected during our survey.

Fundulus lineolatus (Agassiz), lined topminnow. We collected this species from Lake Waccamaw for the first time. The species is rare in the lake but common throughout the swamps and canals of the system. Specimens are usually encountered in standing, heavily-vegetated, dark- stained waters. Stations: lc,g,h, 2a,b,c, 3, 6, 7, 13, 14, 17, 20, 21, 22, 24, 27a, 28, 29c, 30, 37, 38, 40.

Fundulus waccamensis Hubbs and Raney, Waccamaw killifish. The Waccamaw killifish was originally described as a Lake Waccamaw endemic by Hubbs and Raney (1946). Recently, however, Bailey (1977) reported specimens believed to be F. waccamensis from Lake Phelps, most of which lies in Washington County in northeastern North Caro- lina. Specimens from Lake Phelps examined by us and E. F. Menhinick (pers. comm.) were found to differ slightly from F. waccamensis in respect to head length, interorbital width, and caudal peduncle length. This slight differentiation might tend to lessen the possibility that F. waccamensis was accidentally introduced into Lake Phelps.

In the Waccamaw system, this killifish occurred at nearly all lake stations sampled. In addition, it was found (especially during winter months) throughout the lower parts of Big Creek, the canals around the

14 John R. Shute, Peggy W. Shute, David G. Lindquist

lake, and in the headwaters of the river just below the dam. The Wac- camaw killifish typically inhabits the shallow, sandy shoreline of the lake where it is often associated with dense stands of Panicum hemito- mum. No specimens have been taken in the river farther than 100 m below the lake. Stations: la,b,c,d,e,f,g,h,i,l, 2a,b,c, 3, 4, 5, 6, 7.

Poeciliidae livebearers

Gambusia affinis (Baird and Girard), mosquitofish. The mosquito- fish was collected throughout the entire system in nearly every habitat type sampled, but was never collected while trawling at mid-lake sta- tions and was only rarely taken at other stations within the lake. Sta- tions. la,b,c,d,e,f,g,h, 2a,b,c, 3, 4, 5, 6, 7, 8a,b,c,d, 9, 10, 12, 14, 19, 20, 21, 22, 27a,b, 28, 29a,b,c, 30, 31, 33, 34, 36, 37, 38, 39, 40, 42, 43, 44, 49, 50.

Heterandria formosa Agassiz, least killifish. This diminutive poecil- iid was only collected from one station in the South Carolina section of the Waccamaw River, and is probably more abundant in the extreme lower reaches of the river. Fowler (1935) reported it from Waverly Mills, South Carolina (Waccamaw drainage). Station: 42.

Atherinidae silversides Menidia extensa Hubbs and Raney, Waccamaw silverside. The Waccamaw silverside is possibly the most abundant fish in Lake Wac- camaw. It also has the most limited distribution of the described endemic species in the lake. Specimens have never been collected in Big Creek or the canals surrounding the lake. A few stragglers (washovers) are occasionally taken below the dam, but never more than 30 or 40 m downstream from the lake. This species inhabits open, non-vegetated waters along the shoreline of the lake and is occasionally taken in off- shore waters. Stations: la,b,c,d,e,f,g,h,i, 7.

Percichthyidae temperate basses

Morone americana (Gmelin), white perch. The white perch is common in Lake Waccamaw and is considered to be the predominant game species there. It was encountered, often in large numbers, at mid- lake trawl stations. Except for one adult from Big Creek and another from below the dam, the species was not collected outside the lake dur- ing our survey. The specimen from Big Creek was injured and may have been released by a fisherman. R. H. Moore (pers. comm.) reported white perch from the lower Waccamaw River and Winyah Bay in South Carolina. Stations: la,b,c,e,f,g,i, 2a, 7.

Morone saxatilis (Walbaum), striped bass. Baker (1968) indicated that this anadromous species runs up the main channel of the Wac- camaw River almost as far north as Juniper Creek. No specimens were collected during our survey.

Waccamaw Drainage Fishes 15

Centrarchidae sunfishes

Acantharchus pomotis (Baird), mud sunfish. This secretive species was rarely encountered during our survey and was never collected from Lake Waccamaw. Louder (1962a) reported it from a rotenone station along the northeast shore of the lake, an area where feeder streams enter and aquatic vegetation is abundant. We usually found it in areas of standing water where submergent vegetation was extremely dense. Sta- tions: 2b, 3, 8d, 9, 13, 15.

Centrarchus macropterus (Lacepede), flier. Louder (1962a) re- ported the flier from Lake Waccamaw. Bruce B. Collette (pers. comm.) also collected an adult from the north shore of Lake Waccamaw in 1958. We collected no specimens from the lake, but found the species throughout much of the rest of the drainage, where it preferred standing or sluggish water, usually with an abundance of aquatic vegetation. Sta- tions: 2b,c, 4, 5, 6, 9, 10, 12, 28, 34, 38, 43.

Elassoma evergladei Jordan, Everglades pygmy sunfish. Three spec- imens of the Everglades pygmy sunfish, the first to be reported from Lake Waccamaw, were collected from a swampy area on the southeast- ern shore of the lake. Major populations appear to be confined mainly to Juniper Creek and tributaries where it is often associated with an undescribed pygmy sunfish. Specimens were usually collected from weedy, shallow backwaters of small streams. Stations: Id, 17, 21, 23, 24, 25, 26, 30.

Elassoma zonatum Jordan, banded pygmy sunfish. Louder (1962a) reported this pygmy sunfish from Lake Waccamaw, where it was col- lected with rotenone from dense vegetation along the northeast shore. We did not find it in the lake, but specimens were commonly taken from the surrounding canals and Big Creek. The species is common throughout the system, except where replaced by E. evergladei and the undescribed form. The habitat is similar to that of E. evergladei. Sta- tions: 2a,b, 3, 4, 5, 6, 7, 8a,b,c,d, 9, 10, 12, 13, 15, 19, 20, 22, 27b, 29c, 30, 33, 34, 38.

Elassoma species, undescribed pygmy sunfish. This species, closely related to E. zonatum (Bohlke and Rohde 1980), has only been collected from two streams in the Waccamaw drainage. It is relatively common throughout Juniper Creek, where its distribution and habitat closely parallel those of E. evergladei. It is also collected regularly from one Big Creek tributary (Station 2b), and has been taken once in the main channel of Big Creek (Station 2c) and once at Station 2a. The absence of this species from other streams within the system suggests a limited distribution. Olmsted and Cloutman (1978) reported collecting an undescribed Elassoma species from Black Creek (Pee Dee drainage) in the Sandhills National Wildlife Refuge, South Carolina, but this report appears to be based on misidentified E. zonatum (F. C. Rohde, pers. comm.). Pygmy sunfish superficially resembling this species have been

16 John R. Shute, Peggy W. Shute, David G. Lindquist

collected by Rohde (pers. comm.) from Jasper County, South Carolina (Savannah drainage). In addition to stations listed below, three speci- mens were recently collected from a canal just east of Lake Waccamaw (not mapped). Stations: 2a,b,c, 21, 24, 25, 26.

Enne acanthus chaetodon (Baird), blackbanded sunfish. This cen- trarchid was collected from only six localities throughout the system, where it occurs in standing, heavily vegetated waters. Aquatic pond- weed, Potamogeton sp., was often present where specimens were col- lected. Stations: 2a,b,c, 6, 8d, 21.

Enne acanthus gloriosus (Holbrook), bluespotted sunfish. The bluespotted sunfish is distributed throughout the entire system but was collected only once from Lake Waccamaw during our survey. It occurs in quiet weedy backwaters of the Waccamaw River and tributaries. Sta- tions: Id, 2a,b,c, 3, 4, 5, 6, 7, 10, 16, 21, 23, 24, 26, 29c, 38.

Enneacanthus obesus (Girard), banded sunfish. Louder (1962a) reported this small species from Lake Waccamaw, and we collected it there once. It was collected at scattered localities throughout the system, and many specimens came from the Juniper Creek area. Habitat prefer- ences are similar to those of the other Enneacanthus species. Stations: Id, 2a,b,c, 3, 8, 17,21,23,26,30.

Lepomis auritis (Linnaeus), redbreast sunfish. Major populations of this sunfish appear to be confined to the Waccamaw River; few spec- imens were collected from Lake Waccamaw, and only two individuals were taken from Big Creek. The redbreast sunfish was stocked in Lake Waccamaw by the North Carolina Wildlife Resources Commission (Nichols 1975). Stations: l,g,j, 2a, 7, 8a, 19, 27a, 28, 29a,b, 31, 37, 38, 39, 40, 42, 44, 49, 50.

Lepomis gibbosus (Linnaeus), pumpkinseed. The pumpkinseed was commonly collected from Lake Waccamaw and the main channel of the Waccamaw River, but was clearly absent from most of the smaller trib- utaries. Adult specimens were often trawled from open waters of the lake. Stations: la,d,g,h,i, 2a,b,c, 3, 4, 7, 8a,d, 21, 29c, 37.

Lepomis gulosus (Cuvier), warmouth. Although both Louder (1962a) and Frey (1951) reported this species in Lake Waccamaw, we took none from the lake during our survey. The species was common in Big Creek, the canals around Lake Waccamaw, and many Waccamaw River tributaries, where it occurs in quiet, weedy streams and river backwaters. Stations: 2a,b,c, 4, 6, 7, 12, 14, 20, 21, 38, 40.

Lepomis macrochirus Rafinesque, bluegill. Bluegills are common throughout the entire Waccamaw system, including Lake Waccamaw. Specimens were associated with some type of cover, usually aquatic vegetation or cypress stumps. Despite its abundance, large adults were rarely taken. Stations: la,b,c,e,g,h,i, 2a,b,c, 3, 4, 6, 7, 8a,b,c, 12, 14, 21, 24, 29a,c, 31, 33, 34, 37, 38, 39, 40, 44, 49, 50.

Waccamaw Drainage Fishes 17

Lepomis marginatus (Holbrook), dollar sunfish. Two adult speci- mens, taken on separate occasions, were collected from the south shore of Lake Waccamaw above the dam. This is the first report of the species from the lake. Throughout the system the dollar sunfish has been col- lected in shallow, weedy backwaters of the river and tributaries, as well as in borrow pits in the Green Swamp. Stations: lg, 2a, c, 7, 8b, c, 19, 21, 27b, 29a, c, 37, 38, 39, 40.

Lepomis microlophus (Gunther), redear sunfish. The redear sunfish was introduced into the Waccamaw drainage to establish another suita- ble game species (Louder 1962b; Nichols 1975, and pers. comm.). Dur- ing our survey no specimens were collected from Lake Waccamaw and only one was collected from the Waccamaw River in south Carolina. Louder (1962b) reported specimens from Big Creek, Gum and Grey swamps (White Marsh tributaries), Tabor City Run (Seven Creeks trib- utary), and South Ash Swamp (direct tributary to Waccamaw River). Station: 42.

Lepomis punctatus (Valenciennes), spotted sunfish. Frey (1951) first reported the spotted sunfish in Lake Waccamaw. We failed to col- lect any from the lake during our survey and took specimens only from two localities on the Waccamaw River. Louder (1962b) reported the species present throughout much of the system, and included several specimens from Big Creek. Preferred habitat appears to be quiet, vege- tated backwaters. Stations: 38, 40.

Micropterus salmoides (Lacepede), largemouth bass. Largemouth bass are common throughout Lake Waccamaw and much of the Wac- camaw River. Outside the lake the species appeared to be most common in the main channel of the river and its larger tributaries. Stations: la,c,d,e,g,h,l,k, 2a,c, 6, 7, 8a,b, 14, 29a, 37, 38, 39, 49, 42.

Pomoxis nigromaeulatus (Lesueur), black crappie. Although Louder (1962a) reported this species to be one of the most important game fishes in Lake Waccamaw, it was not often collected during our survey. The species has been found in habitats ranging from open lake waters to flood ponds of small swamps. Stations: la,e,i, 7, 12, 44.

Percidae perches Etheostoma fusiforme (Girard), swamp darter. The swamp darter is the most widespread percid in the Waccamaw system, occurring in nearly every habitat type sampled. It is particularly abundant in the offshore waters of Lake Waccamaw. The northern subspecies, Etheos- toma fusiforme fusiforme (Girard) reaches it southernmost limit in the Waccamaw River (Collette 1962), but is replaced by the southern spe- cies, E. f barratti (Holbrook), in the Pee Dee River (of which the Wac- camaw is a tributary). All of our specimens were the nominate subspe- cies, but extensive studies have not been conducted. Bailey and Frey

18 John R. Shute, Peggy W. Shute, David G. Lindquist

(1951) studied variation in darters of the subgenus Hololepis from some natural lakes of North Carolina (including Lake Waccamaw). Stations: la,b,c,d,e,f,g,h,i,m, 2a,c, 3, 4, 6, 7, 14, 21, 22, 27b, 28, 29c, 33, 37, 39, 44, 49.

Etheostoma olmstedi Storer, tessellated darter. With very few exceptions, this darter is confined to the main channel of the Wac- camaw River. Few other streams in the system offer suitable habitat, which most often was shallow, moving water over sand or fine gravel substrate. Stations: 7, 8a,b,c,d, 19, 27a,b, 28, 29a,b,c, 31, 33, 38, 39, 40, 41,42,43,44,47,49.

Etheostoma perlongum (Hubbs and Raney), Waccamaw darter. We collected the Waccamaw darter from all localities sampled within Lake Waccamaw. In spring and summer months it is common along the shallow shoreline of the lake, sometimes in association with emergent vegetation, but during colder months specimens are more often col- lected in offshore waters. Etheostoma perlongum is sometimes taken below the dam and in the upper headwaters of the Waccamaw River, where it is found in association with E olmstedi and where specimens exhibiting characters intermediate between the specie are often col- lected. Stations: la,b,c,d,e,f,g,h,i,j,k,l,m, 7,8a.

Etheostoma serriferum (Hubbs and Cannon), sawcheek darter. The sawcheek darter is widely distributed throughout the system, but no specimens were collected from Lake Waccamaw. The species prefers standing or sluggish and heavily vegetated water, often rich in organic debris, and often occurs in the same habitat as pygmy sunfishes. Sta- tions: 2b, 4, 6, 7, 8d, 13, 19, 21, 22, 24, 26, 27a, 28, 29a,c, 30, 33, 37, 38, 40, 42, 43, 44.

Perca flaveseens (Mitchill), yellow perch. The yellow perch is com- mon in Lake Waccamaw and occasionally was collected in the Wac- camaw River. It occurs in open waters with little cover, and is taken by anglers, especially from areas around the dam. Stations: la,b,e,f,g,i,k,l,m, 2a, 7, 8d, 38, 42.

Soleidae soles Trinectes maculatus (Bloch and Schneider), hogchoker. We col- lected the hogchoker only from the lower reaches of the Waccamaw River, where specimens were taken in quiet, sluggish open waters over mud bottoms. Stations: 40, 44, 48, 49, 50.

DISCUSSION

A drainage is defined by Jenkins et al. (1972) as "an interconnected

major group of streams, or systems entering the marine habitat "

Geographically, the Waccamaw River is a tributary in the Pee Dee drainage, and the Waccamaw and Pee Dee rivers converge to form the upper part of Winyah Bay, an estuarine habitat. We propose that

Waccamaw Drainage Fishes 19

Winyah Bay forms an effective barrier limiting faunal exchange between the two rivers, at least for most of the freshwater forms. Therefore, we argue that the Waccamaw should be viewed as a separate drainage that limits dispersal of most primary freshwater fishes. A similar situation exists between the Chowan and Roanoke Rivers, where the Chowan enters the Roanoke drainage in the estuarine habitat of Albemarle Sound. According to Jenkins et al. (1972) there is "some merit in con- sidering it (the Chowan) a separate drainage."

Fifty-six species of freshwater and diadromous fishes were collected from the Waccamaw drainage during our survey. These include four families of secondary freshwater fishes (Lepisosteidae, Cyprinodontidae, Poeciliidae and Atherinidae), and four families of diadromous fishes (Anguillidae, Clupeidae, Percichthyidae, and Soleidae), with the remain- ing ten families representing primary freshwater forms (mostly after Myers 1938). Most of the secondary freshwater and diadromous species behave as primary forms, and two Fundulus waccamensis and Menid- ia extensa are known only from fresh water. Nine additional species Alosa sapidissima, Dorosoma petenense, Notropis hudsonius, N. hypselopterus, Ictalurus melas, I. punctatus, Fundulus chrysotus, F. diaphanus and Morone saxatilis have been reported (various sources listed in text) from the Waccamaw River and tributaries. Of these, Fun- dulus chrysotus and F. diaphanus have been examined and verified by us. Alosa sapidissima, Notropis hudsonius, Ictalurus punctatus and Morone saxatilis were not verified, but probably do occur. It is doubtful that the remaining three species Dorosoma petenense, Notropis hyp- selopterus, and Ictalurus melas are found in this drainage. Compared to other small Atlantic Coastal Plain drainages, the Waccamaw drain- age has an unusually high species diversity (Table 2). This can be partly attributed to the lentic habitats of Lake Waccamaw, from which 44 spe- cies have been collected by us or otherwise reported.

The Waccamaw and Little Pee Dee (Big Swamp and Lumber sys- tems) once occupied a much larger basin draining areas of the inner Coastal Plain and Piedmont. Approximately 75,000 years ago the uplift of the Cape Fear Fault (roughly paralleling the Cape Fear River) resulted in elevation of land southwest of the Cape Fear River and sub- sequent pirating of the upper parts of the Waccamaw and Little Pee Dee systems by the Cape Fear (Zullo and Harris 1979). Stream flow was diverted along this fault to form the Cape Fear River, leaving the Wac- camaw and Little Pee Dee systems with greatly reduced drainage basins confined largely to the Coastal Plain. Zoogeographic evidence also sug- gests a close relationship between these drainages. Three species of fish are shared exclusively by the Cape Fear and Pee Dee drainages: Semoti- lus lumbee, Sandhills chub (Snelson 1980); Hybopsis species, thinlip chub (Jenkins and Lachner 1980); and Noturus species, broadtail mad- torn (Jenkins and Palmer 1978). However, only one of these, the broad-

20

John R. Shute, Peggy W. Shute, David G. Lindquist

Table 2. Number of species (genera) found in fresh waters of selected Atlantic coastal drainages.

White

South

Family

Waccamaw

1 Shallotte2

Oak3

Newport 3

Carolina 4

Lepisosteidae

HO

KD

1(1)

KD

-

Amiidae

KD

-

-

-

1(1)

Anguillidae

KD

KD

1(1)

1(1)

1(1)

Clupeidae

2(2)

-

1(1)

HI)

-

Umbridae

1(1)

1(1)

KD

1(1)

1(1)

Esocidae

2(1)

2(1)

2(1)

2(1)

2(1)

Cyprinidae

7(4)

5(3)

3(2)

3(3)

7(2)

Catostomidae

3(2)

1(1)

3(2)

2(1)

3(2)

Ictalundae

7(2)

3(2)

5(2)

5(2)

6(2)

Amblyopsidae

KD

-

KD

1(1)

1(1)

Aphredoderidae

KD

1(1)

1(1)

1(1)

1(1)

Cyprinodontidae

4(1)

1(1)

-

-

2(1)

Poeciliidae

2(2)

KD

KD

1(1)

3(3)

Atherinidae

KD

-

-

-

1(1)

Percichthyidae

1(1)

-

-

-

-

Centrarchidae

17(7)

12(7)

10(5)

10(6)

16(7)

Percidae

5(2)

3(1)

4(2)

4(2)

5(2)

Soleidae

1(1)

58(32)

-

1(1)

35(22)

KD 34(23)

1(1)

TOTALS

32(21)

51(27)

1 . Only species collected or >

/erified by us

during present survey.

2. Data from Louder (1962b). Only specimens listed from fresh water.

3. Data from Rohde et al.

(1979). Eucinostomus t

irgenteus, Li

igodon rhom-

boides, and Dormitator maculatus not included.

Combined Ashepoo, Combahee, Broad, and New rivers. Data modified from Swift et al. (1977) with additional species from Anderson (1964); record of Chaetodipterus faber not included.

tail madtom, is known from the Waccamaw. The remaining two species are known from the Lumber and Lynches rivers of the Pee Dee drain- age. Therefore, it is not surprising that much of the ichthyofauna of the lower Pee Dee (Waccamaw, Lumber and Big Swamp systems) is shared with the Cape Fear drainage (Average Faunal Resemblance Index = 84; Jenkins et al. 1972). Indeed, only two other rivers of the Central Atlan- tic Slope (Neuse and Tar) show a greater degree of faunal resemblance (Average Faunal Resemblance Index = 94; Jenkins et al. 1972).

Additionally, Etheostoma fusiforme fusiforme reaches the southern terminus of its range in the Waccamaw River (Collette 1962). Etheos- toma f. barratti is found from the Pee Dee drainage (to which the Wac- camaw is an eastern tributary) southward. The presence of E. f fusi- forme in both the Waccamaw and Cape Fear rivers and its absence

Waccamaw Drainage Fishes 21

from the Pee Dee provides further evidence of past connections between the two drainages and suggests a faunal separation of the Waccamaw from the Pee Dee. We suggest that populations of E. f fusiforme were probably present in the Little Pee Dee system (as in the Cape Fear and Waccamaw) before the uplift of the Cape Fear Fault. Etheostoma f barratti from the Pee Dee then invaded the Lumber via the Little Pee Dee, replacing the nominate subspecies. There was possibly little or no opportunity for such upstream dispersal of E. f. barratti into the Wac- camaw because of salinity barriers, and therefore the populations of E. f fusiforme persisted.

Only one known connection between the Waccamaw and Cape Fear rivers presently exists. A series of man-made canals, dug to improve tree farm drainage, connects Honey Island Swamp (Juniper Creek tributary) with Dans Creek of the Cape Fear drainage and Big absence Creek which drains into Lake Waccamaw (Fig. 1). Only a limited number of species should be able to negotiate the small, shallow and often stagnant canals, thus limiting substantial faunal exchange. The undescribed Elassoma was recently collected in one of these canals just east of Lake Waccamaw, which suggests the possibility that it may have gained access to the Big Creek system via the canals from Juniper Creek. This may explain of the species from areas west of the Wac- camaw River and other tributaries of the river (apart from Juniper Creek and Big Creek) even where habitat appears suitable. Northward expansion of its range would be possible through the canal system into the Cape Fear drainage. Collecting in adjacent Cape Fear drainages has, however, provided no specimens.

According to Jenkins et al. (1972), lowland endemics or exclusively shared forms are not common on the Central Atlantic Slope. The Wac- camaw has at least five of these. Etheostoma perlongum and Menidia extensa are Waccamaw endemics. Fundulus waccamensis is either endemic to the Waccamaw or shared with Lake Phelps (coastal Albe- marle drainage), pending taxonomic decisions. The undescribed Elas- soma is probably shared between the Waccamaw and Savannah drain- ages (F. C. Rohde, pers. comm.). The undescribed Noturus is represented by two forms within the Waccamaw drainage; specimens from Lake Waccamaw represent a population superficially distinct from the Wac- camaw River population and may represent another Waccamaw endemic. The form present in the Waccamaw River is also found in rivers of the lower Pee Dee and Cape Fear drainage (Jenkins and Palmer 1978; Jenkins, pers. comm.).

In summary, the Waccamaw drainage is unique among small cen- tral Atlantic coastal drainages in having a highly diversified fish fauna including endemic and exclusively shared forms. The Waccamaw and Little Pee Dee systems once extended farther north into the inner Coast- al Plain and Piedmont. These streams were beheaded by the uplifting of

22 John R. Shute, Peggy W. Shute, David G. Lindquist

the Cape Fear Fault and subsequent formation of the Cape Fear River, resulting in faunal similarities between the drainages.

ACKNOWLEDGMENTS. This study was made possible by grant- in-aid funds under Section 6 of the Endangered Species Act of 1973 (PL 93-205). We wish to thank Edward F. Menhinick, University of North Carolina at Charlotte, for his assistance in locating questionable records and permission to review his unpublished distribution maps of North Carolina freshwater fishes. William M. Palmer and Alvin L. Braswell provided access to state stream survey collections housed at the North Carolina State Museum of Natural History. Joseph R. Bailey, Duke University, provided information on specimens in his care. Peter S. Coleman, Charleston Museum, was extremely helpful in locating and verifying specimens housed in his care. We are grateful to Richard H. Moore, Coastal Carolina College, for supplying us with information and specimens from the Waccamaw River in South Carolina. In addi- tion, we would like to thank all those who assisted in many hours of field work during this survey. Dr. Bruce B. Collette, National Marine Fisheries Service, provided helpful comments on the manuscript, and copies of some of his field notes from Waccamaw studies. Fred C. Rohde and Robert E. Jenkins also reviewed the manuscript. Finally, we thank John A. McNeill, Sr., for use of his cabin at Lake Waccamaw.

LITERATURE CITED

Anderson, William D. 1964. Fishes of some South Carolina Coastal Plain streams. J. Fla. Acad. Sci. 27(l):31-54.

Anonymous. 1978. Preliminary analysis of the potentials of the Waccamaw River for inclusion into the North Carolina Natural and Scenic Rivers Systems. Compiled by Natural and Scenic Rivers study team, Columbus Co., North Carolina. Unpublished.

Bailey, Joseph R. 1977. Freshwater Fishes, pp. 265-298 in J. E. Cooper, S. S. Robinson and J. B. Funderburg (eds.). Endangered and Threatened Plants and Animals of North Carolina. N. C. State Mus. Nat. Hist., Raleigh, xvi + 444 pp.

, and D. G. Frey. 1951. Darters of the genus Hololepis from some

natural lakes of North Carolina. J. Elisha Mitchell Sci. Soc. 67(2): 191-204.

Baker, W. Donald. 1968. A reconnaissance of anadromous fish runs into the inland fishing waters of North Carolina. Fed. Aid Fish Restor. Proj. AFS- 3, N. C. Wildl. Resour. Com., Raleigh. 23 pp.

Bohlke, James E., and F. C. Rohde. 1980. Elassoma zonatum Jordan, banded pygmy sunfish. p. 586 in D. S. Lee, et al. Atlas of North American Fresh- water Fishes, N.C. State Mus. Nat. Hist., Raleigh, x + 867 pp.

Collette, Bruce B. 1962. The swamp darters of the subgenus Hololepis (Pisces, Percidae). Tulane Stud. Zool.9(4): 115-21 1.

Davis, James R., and D. E. Louder. 1969. Life history and ecology of Menidia externa. Trans. Am. Fish. Soc. 9#(3):466-472.

Waccamaw Drainage Fishes 23

, and 1971. Life history and ecology of the cyprinid fish

Notropis petersoni in North Carolina waters. Trans. Am. Fish Soc. W0(4)J26-733. Fowler, Henry W. 1935. Notes on South Carolina freshwater fishes. Contrib.

Charleston Mus. 7. 28pp. 1942. Description of six new freshwater fishes (Cyprinidae and Per-

cidae) from the southeastern United States. Not. Nat. (Phila.) 107. 1 1 pp. Frey, David G. 1948a'. North Carolina's bay lakes. Wildl. in N. C. 72(9):3-8. 1948b. A biological survey of Lake Waccamaw. Wildl. in N. C.

72(9): 17-20. 1949. Morphometry and hydrography of some natural lakes of the

North Carolina Coastal Plain. The bay lake as a morphometric type. J.

Elisha Mitchell Sci. Soc. (55(1): 1-37.

1951. The fishes of North Carolina's bay lakes and their intraspecific

variation. J. Elisha Mitchell Sci. Soc. (57(1): 1-44.

Gilbert, Carter R., and G. H. Burgess. 1980. Notropis hudsonius (Clinton), spottail shiner, pp. 275-76 in D. S. Lee, et al. Atlas of North American Freshwater Fishes. N. C. State Mus. Nat Hist., Raleigh, x + 867 pp.

, and J. R. Shute. 1980. Fundulus diaphanus (Lesueur), banded killif-

ish. p. 513 in D. S. Lee, et al. Atlas of North American Freshwater Fishes. N. C. State Mus. Nat. History., Raleigh, x + 867 pp.

Hanley, Robert W. 1976. Population phenetics of chubsuckers in North Carol- ina (Erimyzon: Catostomidae). Unpub. Master's thesis, Duke Univ., Durham. 182 pp.

Hubbs, Carl L., and E. C. Raney. 1946. Endemic fish fauna of Lake Wac- camaw, North Carolina. Misc. Publ. Univ. Mich. Mus. Zool. (55:1-30.

Hueske, Edward E. 1948. Fish resources of the bay lakes. Wildl. in N. C. /2(9):11-16.

Jenkins, Robert E., and E. A. Lachner. 1980. Hybopsis zanema (Jordan and Brayton), Santee chub. p. 197 in D. S. Lee, et al. Atlas of North American Freshwater Fishes. N. C. State Mus. Nat Hist., Raleigh, x + 867 pp.

, and F. J. Schwartz. 1972. Fishes of the central Appalach- ian drainages: their distribution and dispersal, pp. 43-117 in P. C. Holt (ed.). The distributional history of the biota of the southern Appalachians, Part III: Vertebrates. Res. Div. Monogr. 4, Va. Polytech. Inst. State Univ., Blacksburg. 306 pp.

, and W. M. Palmer. 1978. A new species of madtom catfish (Ictalur-

idae) from the Coastal Plain of the Carolinas. ASB Bull. 25(2):57. Abstract. Lindquist, David G., J. R. Shute and P. W. Shute. 1981. Spawning and nesting

behavior of the Waccamaw darter, Etheostoma perlongum. Environ. Biol.

Fishes (5(2): 177-191. Louder, Darrell E. 1962a. An annotated checklist of the North Carolina

bay lakes fishes. J. Elisha Mitchell Sci. Soc. 7S(l):68-73. 1962b. Survey and classification of the Lumber River and Shallotte

River, North Carolina. Final Rep. Fed. Aid Fish Restor. Proj. F-14-R, N.

C. Wildl. Resour. Com., Raleigh. 12 pp.

24 John R. Shute, Peggy W. Shute, David G. Lindquist

Menhinick, Edward F. Manuscript. The Freshwater Fishes of North Carolina.

, T. M. Burton and J. R. Bailey. 1974. An annotated checklist of the

freshwater fishes of North Carolina. J. Elisha Mitchell Sci. Soc. 90(1):24-5O.

Myers, George S. 1938. Fresh-water fishes and west Indian zoogeography. Smithson. Inst. Annu. Rep. (1937), Publ. 3465:339-64.

Nichols, Lacy E. 1975. Lake Waccamaw. N. C. Wildl. Resour. Com.: 1-8.

Olmsted, Larry L., and D. G. Cloutman. 1978. Fishes of the Carolina Sandhills National Wildlife Refuge. Final Rep. U. S. Dept. Inter., Fish Wildl. Serv., Carolina Sandhills Nat. Wildl. Refuge, McBee, SC. 26 pp.

Robins, C. Richard, R. M. Bailey, C. E. Bond, J. R. Brooker, E. A. Lachner, R. N. Lea and W. B. Scott. 1980. A List of Common and Scien- tific Names of Fishes from the United States and Canada (4th ed.). Am. Fish. Soc. Spec. Publ. 12. 174 pp.

Rohde, Fred C, G. H. Burgess. and G. W. Link. 1979. Freshwater fishes of Croatan National Forest, North Carolina, with comments on the zoogeo- graphy of Coastal Plain fishes. Brimleyana 2:97-1 18.

Shute, John R. 1980. Fundulus chrysotus (Giinther), golden topminnow. p. 510 in D. S. Lee, et al. Atlas of North American Freshwater Fishes. N. C. State Mus. Nat. Hist., Raleigh, x + 867 pp.

Shute, Peggy W., D. G. Lindquist and J. R. Shute. Manuscript. Spawning behavior, reproduction, fecundity, sexual dimorphism and early life history stages of the Waccamaw killfish, Fundulus waccamensis. Submitted to Environ. Biol. Fishes.

, J. R. Shute and D. G. Lindquist. 1979. Notes on the Spawning,

fecundity and diet of the Waccamaw killfish, Fundulus waccamensis. ASB Bull. 2<5(2):49. Abstract.

, and In press. Age, growth and early life history of

the Waccamaw darter, Etheostoma perlongum. Copeia.

Snelson, Franklin F., Jr. 1980, Semotilus lumbee Snelson and Suttkus, Sand- hills Chub. p. 363 in D. S. Lee, et al. Atlas of North American Freshwater Fishes. N. C. State Mus. Nat. Hist., Raleigh x + 867 pp.

Swift, Camm, R. W. Yerger and P. R. Parrish. 1977. Distribution and natural history of the fresh and brackish water fishes of the Ochlockonee River, Florida and Georgia. Bull. Tall Timbers Res. Sta. 20:1-1 1 1.

Teulings, Robert P., and J. E. Cooper. 1977. Cluster areas, pp. 409-433 in J. E. Cooper, S. S. Robinson and J. B. Funderburg (eds.). Endangered and Threatened Plant and Animals of North Carolina, N. C. State Mus. Nat. Hist., Raleigh, xvi + 444 pp.

Zullo, Victor A., and W. B. Harris. 1979. Plio-Pleistocene crustal warping in the outer Coastal Plain of North Carolina, pp. 31-40 in G. R. Baum, W. B. Harris and V. A. Zullo (eds.). Structural and stratigraphic framework for the Coastal Plain of North Carolina. Carol. Geol. Soc, 1979 Field Trip Guidebook. 1 1 1 pp.

Accepted 2 December 1981

A Taxonomic Analysis of Pseudemyd Turtles

(Testudines: Emydidae) from the New River,

and Phenetic Relationships in the Subgenus Pseudemys

Michael E. Seidel

Biological Sciences and N. Bayard Green Museum, Marshall University, Huntington, West Virginia 25701

ABSTRACT. The morphology and geographical origin of a disjunct population of aquatic turtles, genus Pseudemys (- Chrysemys auct.) in the New River of Virginia and West Virginia are analyzed. Previous identification of these turtles as "Chrysemys" floridana is reappraised by comparison of shell proportions, color patterns, and cranial morph- ology to those of other species and subspecies of Pseudemys (sensu stricto). Discriminant analysis of 28 cranial characters broadly separ- ates redbelly turtles (P. rubriventris, P. nelsoni, P. alabamensis) from New River Pseudemys and most populations of P. concinna and P. floridana. Based on morphological similarities, New River Pseudemys are identified as eastern river cooters, P. c. concinna. Natural history information and recent extensions of the known range suggest that Pseudemys in the New River represents a natural, established popula- tion. A late Pleistocene dispersal of cooters from the Virginia-North Carolina Piedmont Plateau into the New River is proposed.

INTRODUCTION

Bayless (1972) reported a population of cooter turtles in the New River at Bluestone Reservoir, Summers County, West Virginia. This locality is in the southern part of the state where the New River, a Kanawha-Ohio River tributary, enters from Virginia (Fig. 1). He tenta- tively identified the turtles in Bluestone Reservoir as "Chrysemys" flori- dana, without assigning them to subspecies. This population is broadly disjunct from the range of cooters in the Mississippi and lower Ohio River valleys and is isolated by the Atlantic-Ohio divide from the near- est populations in the Virginia and North Carolina Piedmont Plateau (Fig. 1).

Despite a thorough analysis of key morphological characters, Bay- less (1972) failed to clearly establish the taxonomic status and probable geographical origin of the New River Pseudemys. This was unavoidable due to the poorly understood systematic and distributional relationships between Pseudemys floridana (LeConte) and Pseudemys concinna (LeConte) in northern parts of their ranges (Crenshaw 1955; Minton 1972; Pritchard 1979; Martof et al. 1980). Further uncertainty deve- loped when Bayless' voucher specimens at the National Museum of Natural History (USNM 192635-7) were reidentified in 1973 as redbelly turtles, Pseudemys rubriventris (LeConte) (Fran I. McCullough, pers.

Brimleyana No. 6: 25^44. December 1981. 25

Michael E. Seidel

Taxonomy of Pseudemyd Turtles 27

comm.). This species is known to occur only in drainage basins of the Atlantic slope (Conant 1975). Based on external morphology of the New River specimens, Carl H. Ernst (pers. comm.) suggested possible P. rubriventris influence in the population and the possibility of a P. flori- dana x rubriventris hybrid swarm similar to that reported in North Carolina by Crenshaw (1965). All that remained evident was that the turtles collected from the New River at Bluestone Reservoir belong to the subgenus Pseudemys (sensu McDowell 1964; Vogt and McCoy 1980). This subgenus includes P. floridana, P. concinna and a P. rubri- ventris series of P. nelsoni Carr, P. alabamensis Baur and P. rubriventris. The present study, which analyzes cranial structure, shell morphol- ogy, color patterns and incidental natural history data, was designed to evaluate the taxonomic position and probable origin of Pseudemys in the New River. Although a systematic analysis of the subgenus Pseude- mys was not the original or primary objective of the study, problematic levels of speciation and questionable validity of traditional key charac- ters necessitated comparisons with all taxa in the subgenus, especially those with more northerly distributions.

MATERIALS AND METHODS

Twelve adult Pseudemys from the New River were examined and morphologically compared to other forms of the subgenus Pseudemys. The New River sample includes a specimen collected in Giles County, Virginia, in 1975; seven individuals collected in Bluestone Reservoir in May 1980; and the four specimens from Bluestone Reservoir described by Bayless (1972). Weaver and Rose (1967) found shell depth, nuchal ( = cervical) scute underlap, and gular scute overlap especially useful in separating P. floridana, P. concinna, and P. nelsoni. These measure- ments were taken on New River Pseudemys and initially calculated as ratios following the methods of Weaver and Rose (1967) to allow direct comparison to their data. For subsequent shell comparisons among adult (153-300 mm carapace length) New River Pseudemys, P. rubriven- tris, and northern subspecies of P. concinna and P. floridana (Fig. 3): shell depth was calculated as a ratio of height to carapace length; gular scute overlap was calculated as 10X the ratio of gular scute length (dor- sal surface) to plastron length; and nuchal scute underlap was calculated 10X the ratio of cervical scute length (ventral surface) to carapace length. Measurements were made with Helios or bow outside calipers. Characters traditionally used by Carr (1952) and Crenshaw (1955), such as patterns and coloration of head, neck, plastron and carapace, were also analyzed.

For phenetic analysis of adult cranial morphology, skulls from 4 Bluestone specimens were compared to skulls of 8 P. rubriventris, 4 P. nelsoni, 3 P. alabamensis, 5 P. f. floridana, 6 P. f peninsularis, 1 3 P. f hoyi, 5 P. c. concinna, 5 P. c. suwanniensis, 8 P. c. hieroglyphica, 9 P. c.

28 Michael E. Seidel

mobilensis and 6 P. c. texana. All specimens were adults and ranged from 27 to 57 mm skull length. Although the sex of some of the skulls examined was not identified, it was evident that none of the samples was skewed heavily toward males or females. Twenty-nine measure- ments were made on each cranium and mandible 0.1mm): condyl- obasal length (midline length of skull, from posterior aspect of occipital condyle to anteriormost point of premaxillae); interquadratal width; supraoccipital length; pterygoid width (least); interpterygoid process width (greatest); orbital height and orbital width; narial height and width; prefrontal length (midline); interorbital width (least); postorbital length (width of postorbital arch, least distance from orbit to superior temporal fossa); postorbital-quadratojugal breadth (least distance be- tween superior temporal fossa and ventral ridge of quadratojugal); jugal-quadratojugal length (least distance between orbit and tympanic cavity); maxillary alveolar width (least); foramen magnum width and height; basisphenoid-basioccipital length; interforamina stapedio- temporale width (distance between the temporal-stapedial foramina); anterior skull width (at anterior rim of tympanic cavity); posterior skull width (at posterior rim of tympanic cavity); intersquamosal breadth (distance between posterior aspects of squamosals); premaxillary height (midline); temporal arch width (least distance between rim of tympanic cavity and superior temporal fossa); otic capsule length (from posterior rim of tympanic cavity); dentary-coronoid height; dentary breadth (mid- line); dentary alveolar width (lateral); and lingual alveolar width (prox- imal to median ridge of dentary).

Due to intra- and interspecific size variation, regression analysis was applied to all skull measurements to remove linearly-related effects of size. Condylobasal length was used as the independent variable for regression analysis of the other variables. The SAS General Linear Models procedure produced residual values for each character; these values were used as "size-free" variables. Using these 28 variables, the SAS discriminant analysis procedure tested for homogeneity of within- group covariance matrices. As the 28 characters measured showed no evidence of heterogeneity of the within-group covariance matrices, groups (taxa) were compared by step-wise discriminant analysis using the computer program, BMD07M (Dixon 1974), which generates canon- ical variates with maximum between-group variance relative to within- group variance. The canonical variate means are plotted on the first two axes, and analysis of variance describes significant differences between groups (P < 0.05). Using canonical functions, the posterior probability of each turtle belonging to its respective group is computed and classi- fied accordingly.

Taxonomy of Pseudemyd Turtles 29

ABBREVIATIONS ACE, United States Army Corps of Engineers, Huntington District. AMNH, American Museum of Natural History. CM, Carnegie Museum of Natural History. FMNH, Field Museum of Natural History. KU, University of Kansas Museum of Natural History. MCZ, Museum of Comparative Zoology, Harvard University. MES, Collection of Michael E. Seidel. NCSM, North Carolina State Museum of Natural History. UMMZ, University of Michigan Museum of Zoology. USNM, National Museum of Natural History. WVBS, West Virginia Biological Survey, Marshall University.

SPECIMENS EXAMINED P. alabamensis: MCZ 1659-61, 1663, 1898; AMNH 107676. P. nelsoni: UMMZ 127059-60; AMNH 75640; MCZ 54131, 54684. P. rubriventris: AMNH 71276, 71280, 71282, 71293, 76175, 79132, 79134, 80218, 81869, 90641-42, 90644; CM 34409, 37272, 39672, 45188; FMNH 22137; MCZ 1666, 1671, 1674, 1677, 12877, 76679, 157828; MES 132. P. f. flohdana: FMNH 8222; MCZ 1635, 1651, 46221-22; USNM 25260; AMNH 50985, 75641; NCSM 5884-85, 5927-28, 5930, 8518. P. f. peninsularis: FMNH 22074; UMMZ 12937, 130081,44976; AMNH 64156, 69899, 110189; MCZ 19179. P. f. hoyi: KU 1176-79, 1185, 2221, 2800, 2830-31, 40166; MCZ 29080-81. P. c. concinna: USNM 8920, 15990, 60895, 92529-31; FMNH 22138; MCZ 1642, 1664, 12764, 54680; AMNH 75649; NCSM 10328, 17339, 20128, 20240, 20253. P. c. suwanniensis: UMMZ 127058, 129385; AMNH 80233; FMNH 22473; MCZ 43030, 54675, 54679. P. c. mobilensis: AMNH 69908; MCZ 1636-39, 1648-50, 1652, 42327. P. c. hieroglyphica: USNM 9659, 79449, 86728, 102679, 104397; CM 60560; CM (field series) 38068- 69, 38071-72, 38077, 38107, 38132, 38134, 38155; UMMZ 101754, 128176, 133845; AMNH 69901-02, 69905-06; WVBS 3155, 3965. P. c. texana: USNM 26424, 26438, 78518; UMMZ 133836, 154982; MCZ 46483; KU 39986, 49630; AMNH 111960; MES 75. New River Pseudemys: USNM 192635-37; WVBS 4093; MES 489, 526, 528-29, 863, 865; UMMZ 88488; two adults released; two hatchlings MES uncataloged; shell bones ACE FS1-68, FS2-81, FS2-183.

RESULTS

Analysis of patterns and color in adult specimens from Bluestone Reservoir (Fig. 2) showed strong similarities to P. concinna. In all 12 specimens the submarginals contain dark markings that are usually open circles rather than the smudgelike or solid circles common in P. rubriventris and P.floridana (Carr 1952; Mount 1975). In most individ- uals the bridge has an extensive dark pattern that contacts the submar- ginal markings. The pleurals have relatively thin yellow-tan lines and some individuals show the clearly defined "C" figure on pleural II typi- cal of P. concinna. Ventral and supratemporal stripes on the head and

30

Michael E. Seidel

Fig. 2. Ventral and dorsal views of hatchling (above) and adult (middle and below) Pseudemys from Bluestone Reservoir, Summers County, West Virginia.

Taxonomy of Pseudemyd Turtles

31

0.5 0.4 0.3 0.2 0.1

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Fig. 3. Measurements of 7 P. c. concinna (C) from Virginia and North Carolina; 1 1 P. c. hieroglyphica (H) from Indiana and Tennessee; 8 P. f. floridana (F) from North Carolina, South Carolina and Georgia; 14 P. rubriventris (R) from Massachusetts, New Jersey, Pennsylvania, Delaware, Virginia and North Carol- ina; 12 Pseudemys (B) from New River, Virginia and West Virginia. Horizontal lines are means, vertical lines are ranges, rectangles are one standard deviation. Values are ratio calculations described in MATERIALS AND METHODS.

32 Michael E. Seidel

neck are broad whereas paramedian dorsal stripes are very narrow, sometimes convergent or obscure. All seven New River specimens that I collected have a yellow plastron that was lightly tinged with orange in two individuals. Plastral markings typical of P. concinna are present on each turtle, but less prominent in older specimens (Fig. 2). Slight fading of markings and coloration was evident after 2 to 3 months in captivity. The cutting edge (tomium) of the upper jaw in most individuals is weakly emarginate and the lower jaw is moderately serrate (Fig. 2). Four skulls which were analyzed show no evidence of a vomerine shelf contributing to the crushing (alveolar) surface of the upper jaw, a uni- que characteristic of species in the rubriventris series (McDowell 1964).

Twelve adult New River turtles examined have a shell depth range of 31.1 to 39.4 (ratio calculations following Weaver and Rose 1967), which broadly overlaps the range reported for P. concinna but falls below the ranges of P. floridana and P. nelsoni. Nuchal scute underlap ratios in New River Pseudemys, 16.0 to 23.4, are greater than in P. concinna but are within the combined range of ratios for P. floridana and P. nelsoni. The gular scute overlap ratio was highly variable (7.9- 18.8), falling within the combined ratio range reported for all three spe- cies (Weaver and Rose 1967). Because most of the specimens examined by Weaver and Rose were from Florida, shells of adult Pseudemys from northern localities were measured and compared to New River speci- mens. These ratios (Fig. 3) again indicate a shallow shell depth in New River turtles (B) and P. concinna (C,H). Gular scute overlap and nuchal scute underlap are greater in P. rubriventris (R), than in New River specimens (B) and northern subspecies of P. floridana (F) and P. con- cinna (C,H). However, these two characters are highly variable and apparently not effective in separating P. concinna and P. floridana out- side of Florida.

Results from the discriminant analysis of all Pseudemys skulls are presented in Figure 4. On the first canonical axis (K i) plots of skulls in the rubriventris series (A,N,R) are clearly disjunct from all forms except P. c. texana (T). Broad separation is seen between P. rubriventris (R) and New River Pseudemys (B). Also noteworthy is the separation, on the second canonical axis (K2) of P. alabamensis (A) from P. rubriven- tris (R) and P. nelsoni (N). The first two axes account for 51% and 12% of the total dispersion, respectively. In order of increasing importance, temporal arch width, jugal-quadratojugal length, interorbital width and dentary alveolar width were the most influential characters providing separation on the first axis (Table la). Anterior skull width, dentary alveolar width, and lingual alveolar width contributed most to separa- tion on the second axis (Table la). All individuals were classified into their appropriate taxa, except one P. c. mobilensis that was placed in P. f floridana and one P. f hoyi that was placed in P. c. hieroglyphic a. The P. c. mobilensis specimen (MCZ 1651) was collected within the

Taxonomy of Pseudemyd Turtles

33

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34 Michael E. Seidel

range of P. f floridana (Mobile, Alabama) and a resemblance to P. floridana was noted prior to discriminant analysis. This skull was re- identified as P. f floridana for subsequent comparison. The misclassifi- cation of a P. f hoyi skull as P. c. hieroglyphica is not surprising con- sidering the proximity of means (H,Y) for these forms (Fig. 4). This skull was reassigned to P. c. hieroglyphica in further analyses. Based on the 28 cranial characters measured, analysis of variance indicated signif- icant differences comparing New River Pseudemys to all taxa (P < 0.01) except P. c. concinna (P > 0.05), P. c. suwanniensis ( > 0.01), and P. c. mobilensis (P>0.01).

To further analyze the relationships of New River Pseudemys to P. floridana and P. concinna, discriminant analysis of skulls was applied again, with the rubriventris series omitted. Results of this analysis are similar to the first, but three clusters now become apparent (Fig. 5): a western and Mississippi Valley group (P. c. texana, P. f hoyi, P. c. hieroglyphica; TYH), an eastern P. concinna group (P. c. suwanniensis, P. c. mobilensis, P. c. concinna, and New River Pseudemys; SMCB), and an eastern P. floridana group (P. f floridana, P. f peninsularis; FP). Noteworthy is the broad separation (on the first axis, Ki) of P. f hoyi from other P. floridana skulls and its extensive overlap with P. concinna (Fig. 5). The first two canonical axes account for 49% and 20% of the total dispersion, respectively. In order of increasing impor- tance, maxillary alveolar width, anterior skull width, interorbital width and dentary alveolar width are the most influential characters providing separation on the first axis (Table lb). Temporal arch width, jugal- quadratojugal length and lingual alveolar width contributed most to separation on the second axis (Table lb). All individuals were classified into their assigned groups. Results from analysis of variance show New River skulls significantly different from all taxa (P < 0.05) except P. c. concinna and P. c. suwanniensis (canonical means enclosed by broken lines in Fig. 5).

A third discriminant analysis of skulls, with P. f floridana and P.f peninsularis removed, was applied to further clarify relationships with the races of P. concinna (Fig. 6). The first two canonical axes collec- tively account for 77% of the total dispersion. Characters most respon- sible for separation on the first two axes are presented in Table lc. Results from this comparison indicate a very close phenetic relationship between the eastern river cooter, P. c. concinna (C) and New River Pseudemys (B) (Fig. 6).

Observations on reproduction of cooters recently collected from Bluestone Reservoir, discovery of a previously overlooked museum record, and examination of archeological material have also contributed to a better understanding of Pseudemys in the New River. Three adult females from Bluestone Reservoir, collected 15 May 1980 and X-rayed 7 June (following the method of Gibbons and Greene 1979) showed no

Taxonomy of Pseudemyd Turtles

35

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36 Michael E. Seidel

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i

K, - + 0 -

Fig. 5. Variates for skulls of P. floridana and P. concinna plotted on the first (Ki) and second (K2) canonical axes. Individual skulls represented by symbols, and letters represent canonical variate means for New River Pseudemys (B), P. c. concinna (C), P. f. floridana (F), P. c. hieroglyphica (H), P. c. mobilensis (M), P. f. peninsularis (P), P. c. suwanniensis (S), P. c. texana (T), P. f. hoyi (Y). Broken lines connect and enclose New River skulls and plots for the subspecies P. c. concinna and P. c. suwanniensis, which show no significant difference (P > 0.05) from New River Pseudemys.

Taxonomy of Pseudemyd Turtles

37

^^_

%

^

+

0

B

<3

/A <

&

v^

= New River Pseudemys

t

C H M

= P. c. concinna

= P. c. hieroglyphica

= P. c.mobilensis

K2

S T Y

= P. c. suwanniensis = P. c. texana = P. f. hoyi

»

Ki-

+ 0 -

Fig. 6. Variates for skulls of P. concinna plotted on the first (Ki) and second (K2) canonical axes. Lines connect the most dispersed values about canonical means, which are represented by letters.

38 Michael E. Seidel

evidence of ripe (shelled) eggs. One of these females, dissected on 9 July, contained no oviducal eggs. A second female held in laboratory depos- ited eight eggs 10-21 July, three of which were incubated at 30-35° C in moist vermiculite. Two hatched on 4 September and the third was apparently infertile. Unlike P. rubriventris the two hatchlings have yel- low plastrons, and unlike P. floridana the plastrons are extensively pat- terned (Fig. 2). Dark markings also appear on the ventral surface of each marginal (submarginal) and throughout the bridge. These hatchlings and adults, maintained in laboratory and offered a wide variety of food for three months, were entirely herbivorous. A juvenile P. concinna (UMMZ 88488, fluid preserved), collected 3.2 km east of Hinton in the Greenbrier River (near its junction with the New River below Bluestone Reservoir), Summers County, West Virginia, has markings nearly iden- tical to the Bluestone hatchlings. This fluid preserved specimen, pre- sumably overlooked by other investigators, was taken in 1934 (collector unknown) and confirms the presence of cooters in the New River system prior to the construction of Bluestone. Dam, 1942-1949. Thus, the hypothesis presented by Bayless (1972) that the impoundment created new habitat necessary for establishment of an introduced population can be dismissed. Further evidence for a relatively long natural history of Pseudemys in the New River comes from examination of turtle bones recovered from an archeological site (46SU3, Fort Ancient Village 1 100- 1300 AD) at Bluestone Reservoir (Applegarth et al. 1978). A peripheral ACE FS2-81, pleural ACE FS2-183, and hypoplastron FS1-68 were identified as Pseudemys cf. P. concinna by Dale R. Jackson (pers. comm.).

DISCUSSION The cooter species P. concinna and P. floridana have had a long, confused taxonomic history. Following LeConte's (1830) original des- criptions, Carr (1935, 1952) considered P. concinna and P. floridana a conspecific assemblage of eight subspecies under P. floridana. However, Carr (1952) commented that at least the Florida races, P.f peninsularis and P. f suwanniensis, were broadly sympatric and behaved as separate biological species. Crenshaw (1955) partitioned the cooters, recognizing both P. concinna and P. floridana. A major weakness of Crenshaw's conclusion is that it was based primarily on relationships between Flor- ida forms, without a thorough understanding of ecological and morpho- logical relationships of populations elsewhere. Another criticism of Crenshaw's work is that it relied heavily on highly variable characters such as markings and pigmentation, which may show greater variation within a population than between species. These phenotypic characters may also be subject to strong environmental influence. Mount (1975) reported that the color of markings fades rapidly in captive P. concinna and concluded that pigmentation in cooters has little systematic value.

Taxonomy of Pseudemyd Turtles 39

Moreover, Ewert (1979) demonstrated that, at least in map turtles of the genus Graptemys, diagnostic head markings may be altered by varying incubation temperatures and therefore are not entirely under genetic control. Nevertheless, the taxonomic arrangement of Crenshaw (1955), although never published with full supporting documentation, has gen- erally been followed (Conant 1961, 1975; Ernst and Barbour 1972; Wermuthand Mertens 1961, 1977).

Fahey (1980) proposed that P. concinna once again be placed in the synonymy of P. floridana, a conclusion based exclusively on examina- tion of turtles from Louisiana. Although Fahey's results suggest the presence of a single species in the restricted region of his study, they certainly do not substantiate relationships throughout the ranges of P. floridana and P. concinna. In addition to Fahey's report, there are numerous published references to either weak morphological separation or putative hybridization between P. floridana and P. concinna in the Mississippi Valley and areas to the west (Brown 1950; Smith 1961; An- derson 1965; Webb 1970; Barbour 1971; Minton 1972; Mount 1975). Traditional key characters, such as plastral markings and a "C" figure on the second pair of pleurals, which are used to distinguish P. concinna from P. floridana, are not consistent for central and western popula- tions that are seemingly convergent in some characters. Ward (1980) found no cranial characters with which he could separate the midwes- tern subspecies P. f. hoyi and P. c. hieroglyphica and placed them in synonymy. My results from discriminant analysis of cranial morphology (Figs. 4, 5, and 6) support that decision. However, conclusions regard- ing conspecific status for all turtles assigned to P. concinna and P. flori- dana, especially eastern forms, must await a comprehensive and geogra- phically broad analysis.

Based on shell markings and proportions, overall pigmentation, and cranial morphology, New River Pseudemys are clearly distinct from P. rubriventris. The emarginate tomial surface of New River specimens (Fig. 2) might be interpreted as a weakly developed notch bordered by cusps, characteristic of species in the rubriventris series (Carr 1952; Ernst and Barbour 1972). Weak cusps, however, have been reported in several populations of cooters allopatric and sympatric with redbelly turtles (Carr 1952; Crenshaw 1955; and personal examination of skulls: CM 60560, UMMZ 127058, MCZ 54680). Furthermore, prominent cusps are typical in P. c. texana (Ernst and Barbour 1972). Jackson (1978) cautioned that little taxonomic weight should be given to trophic structures in Pseudemys. The overall similarity in cranial morphology of P. c. texana, P. nelsoni, and P. rubriventris (Fig. 4) may represent con- vergence of character states resulting from similar feeding habits.

A shallow carapace with evidence in some individuals of a "C" on pleural II, and extensive dark markings on plastral, axillary and ingui- nal scutes, are characteristics of New River cooters that justify their

40 Michael E. Seidel

assignment to P. concinna. Further indication that these turtles are ref- erable to P. concinna comes from discriminant analysis of cranial morph- ology. Skulls of New River turtles are phenetically close to P. c. con- cinna and P. c. suwanniensis, and broadly separated from all forms of P. floridana (Fig. 5).

Recent evidence of fertile eggs, numerous sight records of basking adults, discovery of bones 700 to 800 years old, rediscovery of a museum specimen collected in 1934, and extensions of the known range 22 km south of Bluestone Reservoir to Giles County, Virginia and 2 km northeast of Bluestone Reservoir in the Greenbrier River, West Virgi- nia, support the hypothesis that cooters in the New River represent a natural, established population. Assuming an origin not involving human interference, there are two possible avenues for dispersal that could have allowed P. concinna to enter the New River. The first is an early Pleistocene invasion from the Mississippi Valley (embayment region) through the old Teays River, which followed the course of the present Kanawha and New Rivers (Fig. 1). An argument for this route is supported by the occurrence of cooters referrable to the Mississippi Valley subspecies P. c. hieroglyphica in the lower Kanawha River, Mason County, and Mud River, Cabell County, West Virginia (Seidel and Green, in press). To examine this relationship, twelve New River specimens were compared to seven adult and two subadult P. c. hiero- glyphica from Reelfoot Lake, Tennessee. New River P. concinna differ from these turtles in having: a lower carapace with the highest point at the middle; shell not usually constricted at the region of the sixth mar- ginal; fewer concentric light lines on the carapace; dark markings on the bridge that frequently contact submarginal blotches; alveolar surface of lower jaw relatively narrow; and fewer and broader stripes on the head and neck, especially ventrally. These characteristics are more typical of the Piedmont subspecies, P. c. concinna (Carr 1952; Mount 1975). Although the New River is a Kanawha River tributary, it is separated from the Ohio and Mississippi River valleys (inhabited by P. c. hiero- glyphica) by Kanawha Falls (Fig. 1). This falls is believed to be one of the largest natural river barriers east of the Rocky Mountains (Jenkins et al. 1971). Furthermore, rapids and cataracts in New River Gorge just above Kanawha Falls provide an effective barrier to fish distribution between the Kanawha and New Rivers (Hocutt et al. 1979). Therefore, preglacial dispersal of cooters from the Mississippi Valley into the upper Teays (New) River may not have been possible.

A second potential avenue for dispersal of P. concinna is over the Atlantic-Ohio divide of Virginia and North Carolina. Wright (1934), Thompson (1939), Dietrich (1959), and Ross (1969), reported late Pleis- tocene stream captures of the New River by the James and Roanoke, two rivers inhabited by P. c. concinna in the Piedmont (Martof et al. 1980; and Fig. 1). Comparisons of New River P. concinna to five adult,

Taxonomy of Pseudemyd Turtles 41

fluid preserved P. c. concinna from the Piedmont of North Carolina indicate an overall greater similarity in markings and shell shape than seen comparing New River cooters to P. c. hieroglyphica. This relation- ship is also supported by cranial morphology. In Figures 4-6, New River specimens clearly plot closer to P. c. concinna than to P. c. hierogly- phica. Although the subspecies of river cooters are not well defined and their distinguishing characteristics are inconsistent within and between populations (Mount 1975; and pers. observ.), Pseudemys in the New River of Virginia and West Virginia are most similar morphologically to the eastern river cooter and are here assigned to P. c. concinna. There- fore, I suggest that during the Pleistocene, P. c. concinna ranged farther up Piedmont streams in Virginia and North Carolina and gained access to the New River through stream capture. The presence of the eastern painted turtle, Chrysemys picta picta, in the upper Tennessee (Ernst 1970) and New River systems offers additional evidence that this corri- dor has been used in the dispersal of aquatic turtles. Chrysemys p. picta is typically an Atlantic Slope subspecies that is replaced by the midland painted turtle, C. p. marginata, in the Ohio River system. Two speci- mens from Mercer County, West Virginia (WVBS 4238, 4415) and two specimens from Summers County, Bluestone Reservoir (MES 866, 868) are referrable to the eastern subspecies. Two additional specimens from Bluestone Reservoir (MES 867, 869) have characteristics typical of C. p. picta xp. marginata intergrades. River cooters are highly aquatic turtles and less likely than painted turtles to enter a new drainage by terrestrial migration (Ernst and Barbour 1972). However, the preference of P. c. concinna for rocky, fast-running stream habitats (LeConte 1836; Carr 1952; Pritchard 1979) might have facilitated its dispersal through small- stream captures.

ACKNOWLEDGMENTS.— I am grateful to Carl H. Ernst, George Mason University, for directing my attention to the taxonomic problem of Pseudemys in the New River. I thank Laurence E. Bayless, Concord College; Michael Little, Marshall University; and Samuel L. Reynolds, Memphis State University, for help in collecting specimens. The following individuals made this study possible by loan of speci- mens: C. J. McCoy, Carnegie Museum of Natural History; Arnold Kluge, University of Michigan Museum of Zoology; Ernest E. Williams and Jose P. O. Rosado, Museum of Comparative Zoology, Harvard University; George Zug and Roy McDiarmid, National Museum of Natural History; William M. Palmer, North Carolina State Museum of Natural History; Joseph T. Collins, University of Kansas Museum of Natural History; Hymen Marx, Field Museum of Natural History; N. Bayard Green, West Virginia Biological Survey; Robert Maslowski, U. S. Army Corps of Engineers, Huntington District; and Richard Zweifel and Michael Klemens, American Museum of Natural History. Appreci-

42 Michael E. Seidel

ation is extended to Dale R. Jackson, University of South Florida, for identification of bones from archeological remains, and to Vickie Crager for typing the manuscript. Partial support for the study was provided by a Marshall University faculty research grant.

LITERATURE CITED

Anderson, Paul. 1965. The Reptiles of Missouri. Univ. Missouri Press, Colum- bia. 330 pp.

Applegarth, J. D., J. M. Adovasio and J. Donahue. 1978. 46SU3 Revisited. Penn. Arch. 48(\)A-\03.

Barbour, Roger W. 1971. Amphibians and Reptiles of Kentucky. Univ. Press Kentucky, Lexington. 334 pp.

Bayless, Laurence E. 1972. A new turtle record, Chrysemys floridana, for West Virginia. J. Herpetol. (5:39-41.

Brown, Bryce C. 1950. An annotated check list of the reptiles and amphibians of Texas. Baylor Univ. Stud., Baylor Univ. Press, Waco. 257 pp.

Carr, Archie F. 1935. The identity and status of two turtles of the genus Pseudemys. Copeia 1935(3): 147-148. ,

1952. Handbook of Turtles. Cornell Univ. Press, Ithaca. 542 pp.

Conant, Roger. 1961. A Field Guide to Reptiles and Amphibians of the United States and Canada East of the 100th Meridian. Houghton Mifflin Co., Boston. 366 pp.

1975. A Field Guide to Reptiles and Amphibians of Eastern and

Central North America. 2nd ed. Houghton Mifflin Co., Boston. 429 pp.

Crenshaw, John W. 1955. The ecological geography of the Pseudemys floridana complex in the southeastern United States. Unpubl. Ph.D. dissert., Univ. Florida, Gainesville. 205 pp.

1965. Serum protein variation in an interspecies hybrid swarm of tur- tles of the genus Pseudemys. Evolution 79:1-15.

Dietrich, R. V. 1959. Geology and mineral resources of Floyd County of the Blue Ridge upland, southern Virginia. Bull. Engin. Exp. Sta. Va. Polytech. Inst. Series 134, 52(12): 1-160.

Dixon, W. J. 1974. BMD biomedical computer programs. Univ. Calif. Press, Berkeley.

Ernst, Carl H. 1970. The status of the painted turtle, Chrysemys picta, in Ten- nessee and Kentucky. J. Herpetol. ¥(l-2):39-45.

, and R. W. Barbour. 1972. Turtles of the United States. Univ. Press

Kentucky, Lexington. 347 pp.

Ewert, Michael A. 1979. The embryo and its egg: development and natural history, pp. 333-413 in M. Harless and H. Morlock (eds.). Turtles, per- spectives and research. John Wiley and Sons, New York. 695 pp.

Fahey, Kenneth M. 1980. A taxonomic study of the cooter turtles, Pseudemys floridana (LeConte) and Pseudemys concinna (LeConte), in the lower Red River, Atchafalaya River, and Mississippi River basins. Tulane Stud. Zool. 22( l):49-66

Taxonomy of Pseudemyd Turtles 43

Gibbons, J. Whitfield, and J. L. Greene. 1979. X-ray photography: A tech- nique to determine reproductive patterns of freshwater turtles. Herpeto- logica 55:86-89.

Hocutt, Charles H., R. F. Denoncourt and J. R. Stauffer, Jr. 1979. Fishes of the Gauley River, West Virginia. Brimleyana 1:47-80.

Jackson, Dale R. 1978. Chrysemys nelsoni. CAT AMER AMPHIB REPT: 210.1-210.2.

Jenkins, Robert E., E. A. Lachner and F. J. Schwartz. 1972. Fishes of the cen- tral Appalachian drainages: Their distribution and dispersal, pp. 43-1 17 in P. C. Holt (ed.). The distributional history of the biota of the southern Appalachians, Part III: Vertebrates. Res. Div. Monogr. 4, Va. Polytech. Inst. State Univ., Blacksburg. 306 pp.

LeConte, John. 1830. Description of the species of North American tortoises. Ann. Lyceum Nat. Hist. New York 5:91-131.

Martof, Bernard S., W. M. Palmer, J. R. Bailey and J. R. Harrison III. 1980. Amphibians and Reptiles of the Carolinas and Virginia. Univ. North Carolina Press, Chapel Hill. 264 pp.

McDowell, Samuel B. 1964. Partition of the genus Clemmys and related prob- lems in the taxonomy of aquatic Testudinidae. Proc. Zool. Soc. Lond. 745:239-279.

Minton, Sherman A. 1972. Amphibians and Reptiles of Indiana. Indiana Acad. Sci. Monogr. 3. 346 pp.

Mount, Robert H. 1975. The Reptiles and Amphibians of Alabama. Auburn Univ. Agric. Exp. Stn., Auburn. 347 pp.

Pritchard, Peter C. H. 1979. Encyclopedia of Turtles. T.F.H. Public, Inc., Neptune, , NJ. 895 pp.

Ross, R. D. 1969. Drainage evolution and fish distribution problems in the southern Appalachians of Virginia, pp. 277-292 in P. C. Holt (ed.). The distributional history of the biota of the southern Appalachians, Part I: Invertebrates. Res. Div. Monogr. 1, Va. Polytech. Inst., Blacksburg. 295 pp.

Seidel, Michael E., and N. B. Green. In press. On the occurrence of cooter turtles (subgenus Pseudemys) in the upper Ohio River Valley. Herpetol. Rev.

Smith, Philip W. 1961. The Amphibians and Reptiles of Illinois. 111. Nat. Hist. Surv. Bull. 28. 298 pp.

Thompson, H. D. 1939. Drainage evolution in the southern Appalachians. Bull. Geol. Soc. Am. 50(8): 1323-1356.

Vogt, Richard C, and C. J. McCoy. 1980. Status of the emydine turtle genera Chrysemys and Pseudemys. Ann. Carnegie Mus. 49:93-102.

Ward, Joseph P. 1980. A revision of the genera of the freshwater turtle sub- family Emydinae (Testudines: Emydidae). Part I, Chrysemys, Pseudemys and Trachemys. Annual Meeting Am. Soc. Ichthyol. Herpetol., Fort Worth, Texas. Abstract.

Weaver, W. G., and Francis L. Rose. 1967. Systematics, fossil history, and evolution of the genus Chrysemys. Tulane Stud. Zool. 14:63-73.

44 Michael E. Seidel

Webb, Robert G. 1970. Reptiles of Oklahoma. Univ. Okla. Press, Norman. 370

PP-

Wermuth, H., and R. Mertens. 1961. Schildkroten* Krokodile' Bruckenechsen.

VEB Gustav Fischer Verlag, Jena, Germany. 422 pp. , and 1977. Liste der rezenten amphibien und reptilien: Tes-

tudines, Crocodylia, Rhynchocephalia. Das Tierreich, Berlin. 174 pp. Wright, Frank J. 1934. The newer Appalachians of the south. Part I, between

the Potomac and New Rivers. J. Denison Univ. Sci. Lab. 29:1-105.

Accepted 2 November 1981

Small Mammals in Openings in Virginia's Dismal

Swamp

Robert K. Rose

1

Department of Biological Sciences, Old Dominion University, Norfolk, Virginia 23508

ABSTRACT. In a study of small mammals of openings in the Dismal Swamp of Virginia, seven species were obtained using pitfall traps. Samples included several species rarely caught in the Swamp seven specimens of the Dismal Swamp subspecies of the southern bog lemming, Synaptomys cooperi helaletes, the first collected in this century; two least shrews, Cryptotis parva; and 15 southeastern shrews, Sorex longirostris fisheri. Results are compared to previous studies, conducted primarily in forested habitats, in which the white-footed mouse, Peromyscus leucopus, and the golden mouse, Ochrotomys nuttalli, were numerically dominant.

INTRODUCTION

The Great Dismal Swamp, originally occupying much of the area between Virginia's James River drainage system and North Carolina's Albemarle Sound, has long been recognized as a vegetationally distinc- tive region with many unusual features. It has been subjected to clear- ing, burning, ditching, farming, and other land-use practices during the past 250 years, has long experienced a dropping water table, and is now approximately 850 km2 (85,000 ha) in extent (Carter 1979). In 1974 the Great Dismal Swamp National Wildlife Refuge (GDSNWR) was estab- lished. At the end of 1980 it was 41,026 ha in extent, 24 percent (9,866 ha) of it in North Carolina. Kirk (1979) provided an excellent summary of the history and lore of the Swamp.

Although there are conflicting historical reports about the abun- dance of wildlife in the Swamp (see Handley 1979), it is clear that the survival of some species there has been aided by remoteness and limited access to the public, as well as by the existence of large tracts of suitable habitat. For example, the only population of the black bear, Ursus amer- icanus americanus Pallas, on the Virginia Coastal Plain, and perhaps the largest populations of the bobcat, Lynx rufus floridanus Rafinesque, are found in the Refuge and environs. However, its remoteness and rela- tive inaccessibility have also apparently contributed to the dearth of studies of birds and mammals in the Swamp; apart from species lists, comparatively little is known about the wildlife.

The first systematic studies of mammals in the Swamp were con- ducted by the Bureau of Biological Surveys, U. S. Department of Agri- culture, during the period 1895-1898. Handley (1979), in an exhaustive review that included an examination of field notebooks and unpub-

Brimleyana No. 6: 45-50. December 1981. 45

46 Robert K. Rose

lished manuscripts, reported that collections of Dismal Swamp mam- mals were made during a total of 23 weeks in that period. A number of new species (now recognized as subspecies) were collected then, mostly near Lake Drummond. The greater short-tailed shrew, Blarina brevi- cauda telmalestes Merriam; southeastern shrew, Sorex longirostris fisheri Merriam; southern bog lemming, Synaptomys cooperi helaletes Merriam; and muskrat, Ondatra zibethicus macrodon (Merriam), were collected and named then. During the same period Rhoads and Young (1897) described the dark-colored meadow vole, Microtus pennsylvani- cus nigrans Rhoads, from nearby northeastern North Carolina. In sum, the Dismal Swamp and nearby coastal marshes have several mammals that are morphologically distinguishable from other populations of these species, strongly suggesting genetic and perhaps geographic isola- tion of their populations in the past. One of Handley's (1980) concerns was that man-induced changes in the Swamp may have removed the ecological barriers between Swamp and upland subspecies. The likely result of such an event would be Loss of the Dismal Swamp subspecies through genetic "swamping out" of the smaller gene pool. Of course, this is the equivalent of ecological extinction of the taxon.

C. S. Brimley (1897) was among the investigators who wrote about Dismal Swamp mammals, for he included the results of small mammal collections made between 1891-1894 by the Smithwick brothers near the head of Albemarle Sound in his history of the mammals of Bertie County, North Carolina. Brimley later (1905) summarized the findings of several investigators, including collections from the northeastern corner of North Carolina close to the Swamp. Both papers, while including some Dismal Swamp information, were based mostly on small mammals that Brimley and his brother collected near Raleigh, Wake County, from 1888 to 1900.

After a hiatus of about 25 years, sporadic collecting in the Swamp resumed in the 1930s. Handley's 1953 visits for a week each in February and June seem to have been typical of the trapping efforts made there. One of the longer mammal studies conducted in the Swamp was that of F. E. Breidling, Old Dominion University (ODU), who in 1979-1980 trapped four study areas for one week during each of three seasons.

Handley (1979) reported that the entire known Dismal Swamp fauna of mice and shrews consists of 12 species. Most investigators have found the white-footed mouse, Peromyscus leucopus easti Paradiso, to be the most common small mammal, and about half of them have also caught numerous golden mice, Ochrotomys n. nuttalli (Harlan), and short-tailed shrews, Blarina brevicauda. Five other species the cotton mouse, Peromyscus g. gossypinus (Harlan); eastern harvest mouse, Rie- throdontomys h. humulis (Audubon and Bachman); southern bog lemm- ing; and southeastern shrew were found to be numerous by only one or two collectors. Handley (1979) attributed this to spotty distributions

Dismal Swamp Small Mammals 47

and local abundances. Finally, four species the woodland vole, Micro- tus pine tor um scalopsoides (Audubon and Bachman); the house mouse, Mus musculus domesticus Rutty; the least shrew, Cryptotis p. parva (Say); and the meadow vole were seldom caught by any collector, which may mean that the habitats required by these species are rarely found in the Swamp (Handley 1979).

On 23 February 1980, David Harrelson, a senior biology student at ODU, and I began a study of the small mammals of openings in the GDSNWR. The term "openings" refers to any area in which a signifi- cant level of shading provided by tree canopy is absent. These habitats are vegetated predominantly by cane, Arundinaria gigantea; softstem rush, Juncus effusus; sedges; grasses; and herbaceous forbs. Many open- ings also have small trees and shrubs, plus a number of woody vines; the most common of these are red maple, Acer rubrum; blackberry, Rubus allegheniensis; grape, Vitis spp.; and greenbriers, Smilax spp.

MATERIALS AND METHODS

Pitfall traps, made of No. 10 tin cans sunk into the ground flush with the soil surface and half-filled with water, were used to collect small mammals. Seven pitfall traps were dug and placed on 23 Febru- ary, but adverse weather, including a record snowfall that covered the area for the first two weeks in March, delayed until 20 March the set- ting of twenty-eight additional traps. All 35 traps were set within 150 m of Jericho Ditch, north of Williamson Ditch, under the 1 10 kv electrical powerline in the northwestern corner of the GDSNWR.

On 10 April, 10 pitfall traps were placed 9 km away, under the same powerline near East Ditch, also in an area dominated by cane, grasses, and rushes. This area had a higher proportion of standing water than did the Jericho Ditch site. All traps were removed from the ground on 2 May 1980.

RESULTS

Only one small mammal, a Microtus pennsylvanicus, was captured in the seven traps from 23 February to 20 March. However, a total of 43 small mammals of seven species was trapped during the study period at the Jericho Ditch site (Table 1). At the East Ditch site, three small mammals of three species were caught (Table 1).

Based on the number of small mammals captured in 100 trap- nights, the relative density of small mammals appeared to be greater in the Jericho Ditch area (2.43) than in the East Ditch area (1.36). (One trap in place for one night equals one trap-night; relative density = N/trap nights X 100.) This difference in density may be due in part to the greater vegetational diversity of the Jericho Ditch site, and to the greater proportion of standing water on the East Ditch site.

48

Robert K. Rose

Table 1. Number and species of small mammals trapped in the Dismal Swamp between 23 February and 2 May (Jericho Ditch area) and 10 April and 2 May (East Ditch area) 1980. "Others" refers to the results of previous investigations in the Dismal Swamp, mostly in the 1895-1906 period, but including Handley in 1953 (from Handley 1979, Table 1).

Species

Jericho Ditch

East Ditch

Others

2/23 to

5/2

4/10

to

5/2

Sorex longirostris

14

1

15

Blarina sp.

15

39

Crypt otis parva

2

1

Peromyscus leucopus

1

112

Ochrotomys nuttalli

1

50

Microtus pennsylvanicus

4

1

8

Synaptomys cooperi

6

1

21

43

Number mammals/ 100 trapnights

2.43

1.36

DISCUSSION

Compared to previous investigators, we caught few individuals of the two most common species, Peromyscus leucopus and Ochrotomys nuttalli. This is not unexpected, because they are predominantly forest- dwellers and we restricted our trapping to openings dominated by her- baceous vegetation. However, the 40 m wide powerline right-of-way was bordered on both sides by maple-gum forest. Consequently, the proxim- ity to nearby suitable habitat for these climbing species may explain their presence in the openings. Handley's 1953 study, which produced 34 P. leucopus and 14 O. nuttalli out of a total of 56 specimens, showed the typical numerical dominance of these two species. Breidling (1980) caught 15 P. leucopus and 4 Ochrotomys using live traps on four for- ested study plots.

We caught a relatively large number of meadow voles and southern bog lemmings (Table 1). Only 29 individuals of these two microtine spe- cies had previously been collected in the Swamp. Although he took one meadow vole in 1953, Handley (1979) contended that Synaptomys had not been collected there since November 1898. According to Handley (1979, 1980) several investigators, including himself, have speculated on

Dismal Swamp Small Mammals 49

the likely extinction of the Dismal Swamp subspecies of the southern bog lemming, Synaptomys cooperi helaletes. We took specimens from both sides of Jericho Ditch, and one specimen near East Ditch. The cane-grass-sedge vegetation type is dominant under the powerline, and it is possible that S. c. helaletes occurs throughout this habitat. Starting in 1895, Fisher caught 21 specimens of southern bog lemming in the Swamp, mostly in cane patches near Lake Drummond. We took one Synaptomys in cane, but the remainder were captured in mixed grass- land in which softstem rush was abundant. Meadow voles were present in the mixed grass habitat, but not in the cane.

By far our greatest success was in trapping shrews (Table 1). We captured 15 Sorex longirostris fisheri, which is as many as had been obtained by all previous investigators (Handley 1979). We caught 2 specimens of the least shrew, Cryptotis parva, compared to 1 taken by previous investigators, and 15 Blarina, compared to 39 collected in ear- lier studies. Our comparatively high success in capturing shrews is prob- ably related to use of pitfall traps. An advantage of pitfall traps is that they more readily capture certain species of small mammals than do snap (or break-back) traps (Rose and McKean 1980). Rose (1980) reported the capture of 18 southeastern shrews in pitfall traps and none in snap traps. The conclusion that southeastern shrews are not effec- tively taken by snap (or live) traps is borne out by published records (reviewed by Rose 1980; French 1980).

Handley's (1979) fears that S. longirostris fisheri has been geneti- cally "swamped out" through introgression with the smaller upland S. I. longirostris Bachman may be unfounded, at least for populations in the northwestern corner of the Swamp in 1980. With a mean total length of 95.8±2.3 mm, the 1980 Dismal Swamp southeastern shrews are much longer than any of the upland subspecies (French, pers. comm.). Whether these values are larger than the 1890s S. I. fisheri is uncertain, for Handley (1979:310, Table 1) did not give standard measurements for the 15 S.l. fisheri collected by Fisher and housed in the National Museum, nor have I examined the specimens. Nevertheless, the large size of the 1980 specimens suggests that S. I. fisheri has maintained genetic isolation from S. I. longirostris.

Similarly, the Blarina were large and undoubtedly referrable to B. brevicauda telmalestes, which Handley (1979) called the greater short- tailed shrew. Jones et al. (1979) referred to the taxon as Blarina telma- lestes, the Dismal Swamp short-tailed shrew. This disparity of usage correctly indicates that the taxonomy of the genus Blarina is in flux. According to Tate et al. (1980) the Dismal Swamp is one region in which two distinctive sizes of Blarina occur, perhaps sympatrically; the larger is B. brevicauda and the smaller B. carolinensis.

The total number of species trapped in our study seven compares well with previous studies. Handley obtained the same

50 Robert K. Rose

number in 1953, and of the four other studies he summarized (1979, Table 1), two obtained more species (8 and 9) and two obtained fewer species (4 and 6). Considering that this study was conducted at the end of winter, when mammal densities are usually at their lowest levels, it seems likely that other seasonal studies of the openings in the Dismal Swamp will provide additional useful information.

ACKNOWLEDGMENTS.— I gratefully acknowledge the field assist- ance of David Harrelson, the cooperation of Refuge Manager R. Keel and Wildlife Biologist M. K. Garrett, and the help of C. O. Handley, Jr., primarily through his exhaustive review of studies of mammals in the Dismal Swamp but in other ways as well.

LITERATURE CITED

Breidling, F. E. 1980. An evaluation of small rodent populations in four Dismal

Swamp plant communities. M. S. Thesis, Old Dominion Univ., Norfolk.

47 pp. Brimley, C. S. 1897. An incomplete list ©f the mammals of Bertie Co., N.C. Am.

Nat. 57:237-238. . 1905. A descriptive catalogue of the mammals of North Carolina,

exclusive of the Cetacea. J. Elisha Mitchell Sci. Soc. 27:1-32. Carter, Virginia. 1979. Remote sensing applications to the Dismal Swamp.

pp. 80-100 in Paul W. Kirk, Jr. (ed.). The Great Dismal Swamp. Univ.

Press Virginia, Charlottesville. 427 pp. French, Thomas W. 1980. Natural history of the southeastern shrew, Sorex

longirostris Bachman. Amer. Midi. Nat. 104(\): 13-31. Handley, Charles O., Jr. 1979. Mammals of the Dismal Swamp: a historical

account, pp. 297-357 in Paul W. Kirk, Jr. (ed.). The Great Dismal Swamp.

Univ. Press Virginia, Charlottesville. 427 pp. . 1980. Mammals, pp. 483-621 in Donald W. Linzey (ed.). Endangered

and Threatened Plants and Animals of Virginia. Center for Environmental

Studies, VPI & SU, Blacksburg, Virginia. 665 pp. Jones, J. Knox, Jr., D. C. Carter and H. H. Genoways. 1979. Revised checklist

of North American mammals north of Mexico, 1979. Occas. Pap. Mus.

Texas Tech. Univ. 62:1-17. Kirk, Paul W., Jr. (ed.). 1979. The Great Dismal Swamp. Univ. Press Virginia,

Charlottesville. 427 pp. Rhoads, Samuel N., and R. T. Young. 1897. Notes on a collection of small

mammals from northeastern North Carolina. Proc. Acad. Nat. Sci. Phila.

(1897):303-312. Rose, Robert K. 1980. The southeastern shrew, Sorex longirostris, in southern

Indiana. J. Mammal. 67:162-164. , and R. McKean. 1980. Habitat associations of small mammals in

southwestern Indiana. Proc. Indiana Acad. Sci. #9:432-439. Tate, Cathy M., J. F. Pagels and C. O. Handley, Jr. 1980. Distribution and

systematic relationship of two kinds of short-tailed shrews (Soricidae:

Blarina) in south-central Virginia. Proc. Biol. Soc. Wash. 9J(l):50-60.

Accepted 3 July 1981.

A New Milliped of the Genus Brevigonus from South Carolina,

with Comments on the Genus and B. shelfordi (Loomis)

(Polydesmida: Xystodesmidae)

Rowland M. Shelley

North Carolina State Museum of Natural History,

P.O. Box 27647, Raleigh, North Carolina 27611

ABSTRACT. Brevigonus arcuatus, new species, is characterized by a broadly curved acropodite in which the distal zone is moderately long and possesses either simple or reflexed tips. Its congener, B. shel- fordi (Loomis), is distinguished by absence of a distal zone and apical curve, and its abbreviated acropodite terminates at the distal extremity of the peak. An improved generic diagnosis is possible. Brevigonus is characterized by the spine at the base of the acropodite, and by the proximal location of the medial flange, which arises on the basal zone and ends on the peak and separates Brevigonus from the related genus Sigmoria.

In 1980 I attempted to dispose of a long standing taxonomic prob- lem in the Xystodesmidae by erecting the new genus Brevigonus for Cleptoria shelfordi Loomis. Hoffman (1967) removed this species from Cleptoria but did not assign it to another genus. Before publication I collected extensively in and near the range of shelfordi, the north side of the Savannah River in the Piedmont Plateau of South Carolina, to try to discover other species for this genus. Finding none, however, I reluc- tantly concluded that there was no alternative to a monotypic taxon. Two basic gonopodal variants of shelfordi were at hand, but they clearly were not reproductively isolated. Consequently, I proposed the genus Brevigonus to emphasize what I considered the most distinctive feature of shelfordi, its shortened gonopodal acropodities.

I did not know in 1980, however, that a form I was referring to Sigmoria was actually closely related to shelfordi. I had collected this species several times in piedmont South Carolina but had assigned it to Sigmoria because of the overall curvature of the acropodite. Not until I was well into revising Sigmoria did I realize that this species was conge- neric with shelfordi, and by that time the Brevigonus paper had been published. The new species shares several features with shelfordi that make for a sound generic diagnosis, but shortness of the gonopodal acropodites is unfortunately not one of them. This trait is a specific characteristic of shelfordi', the acropodites of the new species are long and form a broadly curved arch, which is the basis for its specific name, arcuatus. Brevigonus was thus a regrettable choice for a generic name, since it is based on a derived character of only one species and not on a trait shared by all components of the genus. A better name would have emphasized the spines on the basal zones (see terminology of the acro-

Brimleyana No. 6: 51-60. December 1981. 51

52 Rowland M. Shelley

podite section in Shelley 1981a) or the proximal locations of the medial flanges, which originate on the basal zones in shelfordi and arcuatus. Although an inappropriate name, however, Brevigonus was validly pro- posed and must be retained for the taxon encompassing these two species.

There are positive aspects to the belated inclusion of arcuatus in Brevigonus. Improved diagnoses of the genus and of shelfordi are now possible, and certain anatomical features of shelfordi can now be more accurately interpreted. Moreover, arcuatus evinces a close relationship between Brevigonus and Sigmoria as opposed to one between Brevigo- nus and Cleptoria as previously stated (Shelley 1980). The significance of the flange on the medial surface of the acropodite, for example, was not evident when shelfordi was studied alone, because the shortened acropodite of this species terminates at the peak and lacks the distal zones and apical curves present in arcuatus and species of Sigmoria. Brevigonus shelfordi is thus a modified species that lacks the distal 1/3 to 1/2 of the normal apheloriine acropodite. Consequently, the medial flange of shelfordi did not previously show any resemblance to the flanges of certain species of Sigmoria, but the similarity is obvious in arcuatus, since it possesses the distal sections of the acropodite. Brevi- gonus can now be partly defined as an apheloriine genus with a flange on the medial face of the acropodite, arising on the proximal portion of the basal zone and terminating on the proximal portion of the peak. It differs from Sigmoria in the more proximal location of the flange, which is located on the peak (arising at the anterior bend) or the distal zone in this genus. The flange is variable in Brevigonus and is reduced or vestigial in individuals of both species. The margin is also irregular, and the flange may extend straight across the anterior bend as shown in Figure 3, or curve parallel to the acropodite stem as shown in Figures 8-9 of shelfordi in my 1980 paper. The apparent distal lobes on the acropodites of the latter individuals can now be recognized as the ter- mination points of the medial flanges, which end on the distal portions of the acropodites in shelfordi only because this structure is shortened. Thus by clarifying the significance of the medial flange, arcuatus reveals a close phylogenetic affinity between Brevigonus and Sigmoria, which is confirmed by one other character the reflexed tips on males in the southern part of the range of arcuatus. These individuals, from Abbe- ville County, South Carolina, have reflexed tips identical to those of certain species of Sigmoria, for instance S. latior (Brolemann). No other apheloriine taxa in the southeastern Atlantic lowlands display this ter- mination of the acropodite, and its presence in species of Sigmoria and Brevigonus is strong evidence of a close relationship between the two genera. No such evidence exists of a relationship between Brevigonus and Cleptoria. My comments to this effect in 1980 were based on what I

Millipeds of Genus Brevigonus

53

Fig. 1-5. Brevigonus arcuatus, new species. 1, process of 4th sternum of holo- type, caudal view. 2, gonopods in situ, ventral view of paratype. 3, telopodite of left gonopod of holotype, medial view. 4, the same, lateral view. 5, telopodite of left gonopod of male from 5.8 km. SE Lowndesville, Abbeville Co., medial view. Scale line for Fig. 2= 1.00 mm; line for other Figures = 1.16 mm for 1, 1.40 mm for 3-4, and 1.00 mm for 5.

54 Rowland M. Shelley

now realize are only coincidental similarities between the gonopods of shelf or di and those of certain forms of Cleptoria, based on the shor- tened acropodites and other derived features of shelfordi, which just happen to resemble aspects of Cleptoria gonopods. Consequently, these statements about a relationship between Brevigonus and Cleptoria must now be discounted.

This paper presents amended diagnosis of both Brevigonus and shelf ordi, a description of arcuatus, and new information on generic and specific ranges. All specimens of arcuatus included in this study are deposited in the North Carolina State Museum (NCSM) collection, the invertebrate catalog numbers of which are shown in parentheses. Other materials are in the collection of Richard L. Hoffman (RLH), Radford University, Radford, Virginia.

Brevigonus Shelley Brevigonus Shelley 1980:32-34.

Type species. Cleptoria shelf ordi Loomis 1944.

Description. The following comments on gonopods are supplemental to the somatic description in my 1980 account, and present a parallel treatment to the description of Sigmoria (Shelley 1981a), thus facilitat- ing comparisons.

Gonopods in situ either crossing in midline or extending forward in subparallel arrangement over anterior edge of aperture and between 7th legs. Coxae large, without apophysis, connected by membrane only, no sternal remnant. Prefemur generally large, with or without large, cuneate process arising on dorsal side. Acropodite thick and heavy, either curv- ing broadly through flattened peak into moderate distal zone and form- ing arc with variable diameter, or terminating abruptly at distal extrem- ity of peak, with distal zone and apical curve absent; basal zone relatively long; anterior bend broad, moderate to poorly defined; peak flattened to gently curved; apical curve broad, smoothly continuous with peak; distal zone moderately long, curving broadly into arch of acropodite and directed toward basal zone, tapering smoothly apically. Termination variable; in forms with distal zone, either narrowly rounded, simple tip, or reflexed tip; in forms without distal zone, broad, blunt, occasionally notched tip. Basal sone usually with prominent basal spine on ventral surface and flange of variable width and configuration on medial face, arising proximally and continuing to termination on peak; latter with or without small acute spur at termination point of flange. Distal zone with remnant of lateral flange extending from proximal por- tion to about 2/3 length, usually represented by thickened rim near outer margin. Prostatic groove arising in pit on prefemur, crossing to lateral side of acropodite at anterior bend and continuing to terminal opening on simple or reflexed tips, or on distal extremity of peak.

Millipeds of Genus Brevigonus

55

Fig. 6. Distribution of Brevigonus: triangles, arcuatus; dots, shelfordi.

Range.— Western Piedmont Plateau of South Carolina, from eastern Pickens and Oconee counties to central McCormick County. The genus is best represented in the Savannah River Valley of McCormick, Abbe- ville, and Anderson counties.

Species. Two.

Brevigonus shelfordi (Loomis)

Cleptoria shelfordi Loomis 1944:172-173, Fig. 4. Chamberlin and Hoff- man 1958:28. Brevigonus shelfordi Shelley 1980:35-41, Figs. 1-13.

Diagnosis. Distinguished by following features of male gonopods: acropodites crossing in situ; prefemoral process present, cuneate; acrop- odite short, terminating abruptly at distal extremity of peak, distal zone and apical curve absent; with or without sharply acute spur on medial face of acropodite distal to flange.

Description. As with the generic description, the following com- ments on gonopods supplement my 1980 description and present an account parallel to those of species of Sigmoria.

Gonopods in situ with acropodites crossing at midline of aperture, extending over opposite sides of aperture and projecting slightly across

56 Rowland M. Shelley

anterior margin. Prefemoral process short and subtriangular, cuneate. Acropodite thick and heavy, curving into peak and terminating abruptly at distal extremity of peak; distal zone and apical curve absent; peak overhanging and extending usually beyond level of prefemoral process, directed subperpendicularly to basal zone; basal zone long, usually about 2/3 of acropodite length, with or without broad, caudally directed spine basally on ventral margin; anterior bend variable, broad and poorly defined to sharp and well defined; peak flattened to slightly curved, relatively short, no more than 1/3 of acropodite length; distal extremity of peak (termination of acropodite) variable blunt, slightly rounded, or indented with hood-like lobe overhanging basal projection. Medial flange usually present, occasionally reduced and vestigial, aris- ing on basal zone distal to spine, extending beyond anterior bend and terminating on peak, margin irregular. Peak with or without sharply acute spur on medial face distal to flange. Prostatic groove running along medial face of basal zone, crossing to lateral side at anterior bend, terminating on inner corner of basal projection of peak.

Remarks. The specimens from Oconee County are now referred to arcuatus, as mentioned in the ensuing account. Otherwise, the range of shelfordi, as represented by the available material, remains unchanged from 1980.

Since it is now apparent that the medial flange is homologous to that of Sigmoria, the question arises as to whether the spur might be homologous to the tooth of latior and other species of Sigmoria. This seems plausible, but the material at hand provides no clues to resolve the issue.

As mentioned, the acropodite of shelfordi is merely an extremely shortened one in which the distal zone and apical curve are absent. Given the preponderance of long, curved acropodites in the tribe Aphe- loriini, such an abbreviated structure can only be interpreted as a derived character.

Brevigonus arcuatus, new species Figs. 1-5

Type specimens. Male holotype (NCSM A2075) and 4 M and 2 F paratypes collected by R. M. Shelley and W. B. Jones, 12 June 1978, from Pickens Co., SC, 13.6 km (8.5 mi.) E Pickens, along SC highway 192 at George's Creek. Three M and 2 F, and 7 M and 1 F, paratypes collected at same locality by R. M. Shelley on 8 May 1977 and 2 August 1977, respectively. Male and female paratypes deposited in Florida State Collection of Arthropods and private collection of R. L. Hoffman.

Diagnosis.— Characterized by following features of male gonopods: in situ arrangement parallel; prefemoral process absent; acropodite long, curving distally into broad arch, apical curve and distal zone pres- ent, without spur on peak; tip of distal zone variable, simple or reflexed.

Millipeds of Genus Brevigonus 57

Holotype.— Length 49.6 mm, maximum width 11.5 mm, W/L ratio 23.2%, depth/ width ratio 62.2%. Segmental widths (in mm) as follows:

collum 7.8 10th-13th 11.5

2nd 8.9 14th 11.3

3rd 10.1 15th 11.0

4th 10.4 16th 10.6

5th 11.0 17th 9.4

6th-9th 11.4 18th 6.9

Color in life: paranota bright red, color indented slightly mediad along caudal edges; metaterga and collum glossy black, without stripes.

Somatic features similar to shelfordi (see Shelley 1980), with fol- lowing exceptions: Width across genal apices 5.2 mm, interantennal isthmus broad, 1.8 mm. Antennae moderately long and slender, reach- ing back to caudal edge of 3rd paranota, relative lengths of antenno- meres 2>3>4 = 5>6>1>7. Facial setae as follows: epicranial, interan- tennal, frontal, and genal absent, clypeal about 10-10, labral about 14-14.

Dorsum very glossy, slightly coriaceous on anterior portions of paranota. Latter moderately depressed, subcontinuous with slope of dorsum. Collum very broad, extending well beyond ends of following tergite. Caudolateral corners of paranota rounded through segment 7, becoming blunt and progressively more acute thereafter.

Process of 4th sternum (Fig. 1) enormous, much longer than widths of adjacent coxae; processes of 5th sternum large, knobs between 4th legs subequal to widths of adjacent coxae, flattened areas between 5th legs produced into knobs, shorter than widths of adjacent coxae; ster- num of segment 6 slightly elevated into two small lobes between 6th legs, convexly recessed between 7th legs to accommodate curvatures of acropodites, 7th legs set slightly farther apart than 6th. Postgonopodal sterna bilobed on segments 8-10, with thick patches of stiff setae on lobes, becoming flattened with varying shallow grooves and impressions and fewer setae posteriorly. Coxae with low tubercles beginning on segment 10, becoming spine-like on 14 and continuing posteriorly.

Gonopodal aperture elliptical, 4.1 mm wide and 2.2 mm long at midpoint, strongly indented on anteriolateral edges, sides thickened and elevated above metazonal surface. Gonopods in situ (Fig. 2, of para- type) with acropodites in subparallel arrangement, extending forward over anterior edge of aperture between 7th legs, not overlapping or touching. Gonopod structure as follows (Fig. 3-4): prefemoral process absent, with elevated setose ridge at location of process but without sclerotized projection. Acropodite moderately thick and heavy, curving distally into broad arch, flattened at peak, overhanging and extending well beyond level of prefemur; basal zone with large, caudally directed

58

spine basally on ventral surface and small basal lobe on inner surface above prefemur; anterior bend moderately sharp, located at nearly 1/3 length; peak relatively flat, about 1/4 of acropodite length; apical curve present, broad, located at about 3/4 length; distal zone present, long, curving broadly into arch; tip narrowly rounded, not reflexed, directed toward basal zone. Medial flange arising on basal zone just distal to spine, extending across anterior bend and terminating at midlength of peak, edge curved inward proximally and outward distally, obscurring short section of acropodite stem at anterior bend. Spur absent. Lateral flange present but greatly reduced, forming short rim on distal zone. Prostatic groove running along inner surface of acropodite basally, crossing to lateral side at anterior bend and continuing to tip.

Male paratypes. The male paratypes agree essentially with the holo- type in all particulars.

Female par atype. Length 48.0 mm, maximum width 11.4mm, W/L ratio 23.8%, depth/ width ratio 67.5%. Agreeing closely with holotype in somatic details except paranota more strongly depressed, creating appearance of more highly arched body.

Cyphopods in situ with valves visible in aperture, receptacle situated internally against coxae. Receptacle relatively small, located anteriad to and not overlapping valves, surface finely granulate. Valves moderate, inner one slightly larger, surface finely granulate.

Variation. Several aspects of the gonopods vary. The size of the spine changes, being generally smaller in material from Abbeville County and greatly reduced in one male from Anderson County. The acropo- dite tends to be thinner and the apical curve broader in the southern specimens, and all males from Abbeville County posses a reflexed tip (Fig. 5). The tip is simple on all other specimens. Specimens from And- erson County have a sharp spine projecting mediad at the base of the medial flange in addition to that at the base of the acropodite, but this structure is absent from the Abbeville County males. All males have an elevated ridge on the prefemur but lack a prefemoral process.

Ecology. Brevigonus arcuatus occurs under thin leaf layers on rela- tively hard substrates near rivers or creeks. It is sometimes found on the vertical bank of streams and has rarely been taken more than 6 to 9 m from a water source.

Distribution. Piedmont Plateau physiographic province of central- western South Carolina, from southeastern Pickens to southwestern Abbeville counties. Specimens examined as follows (all collected by the author unless otherwise stated):

SOUTH CAROLINA: Oconee Co.— Clemson vie, under dead pig, 2M, F, 18 July 1962, J. A. Payne (RLH). Pickens Co.— 13.6 km. (8.5 mi.) E Pickens, along SC hwy. 192 at George's Cr., 3M, 2F, 8 May 1977 (NCSM A 1559); 7M, F, 2 August 1977 (NCSM A1617); and 5M, 2F, 12 June 1978, R. M. Shelley and W. B. Jones (NCSM A2075)

Millipeds of Genus Brevigonus 59

TYPE LOCALITY. Anderson Co.— 12.6 km. (7.9 mi.) SE Anderson, along SC hwy. 459 at Rocky R., M, F, 7 May 1977 (NCSM A1550); 10.1 km. (6.3 mi.) NE Iva, along SC hwy. 413 at Rocky R., 2M, 2F, 1 1 June 1978, R. M. Shelley and W. B. Jones (NCSM A2066); and 6.4 km. (4 mi.) SW Iva, along unnumbered rd. off SC hwy. 187 at Generostee Cr., M, 7 May 1977 (NCSM A1549). Abbeville Co.— 5.8 km. (3.6. mi.) SE Lowndesville, along SC hwy. 232 at Deal Cr., M, F, 6 May 1977 (NCSM A1544); and 4.2 km. (2.6 mi.) SW Lowndesville, along SC hwy. 70. 0.5 km. (0.3 mi.) SW jet. SC hwy. 64, M, 6 May 1977 (NCSM A 1545).

Remarks. The unusually large process of the 4th sternum, the long- est of any apheloriine milliped known to me, is one of the key features of arcuatus. The structure is also longer than the widths of the adjacent coxae in two species of Croatania (Shelley 1977), but in these forms it is apically divided and bent anteriad. In arcuatus, the process projects directly ventrad and is not divided, although there is a very slight apical indentation. The process is shaped similarly in shelfordi but is shorter, being subequal in length to the coxal widths. A long 4th sternal process is thus characteristic of the genus.

Of interest is the fact that, except for Sigmoria tuberosa Shelley in the mountains of Swain County, North Carolina, the longest 4th sternal processes in the tribe Apheloriini are found in species in the Piedmont Plateau, and mostly in South Carolina. Hoffman (1967, Fig. 4) showed that the structure is longer than the adjacent coxal widths in Cleptoria abbotti Hoffman, which occurs along the southern side of the Savannah River in piedmont Georgia, but otherwise all species demonstrating this condition occur north of the river. However, not all the apheloriine mil- lipeds in South Carolina are so well endowed. The process is shorter than the widths of the adjacent coxae in Sigmoria latior (Brolemann), Cleptoria macra Chamberlin, and all three species of Furcillaria; and is subequal in length in Sigmoria quadrata Shelley and S. laticurvosa Shelley (Shelley 1981a, 1981b; Hoffman 1967). Consequently, enlarge- ment of this process seems to have evolved independently in four dis- tantly related genera (Cleptoria, Croatania, Sigmoria, and Brevigonus). Or could this be an ancestral trait that has been retained by certain species in these genera? At present we have insufficient information on other apheloriine taxa to answer this question, since past authors have largely ignored the configuration of the 4th sterna. Having observed sternal variation in many species, however, I incline toward the latter interpretation and suggest that the length, and possibly also the shape, of the 4th sternal process might be indicators of distant phylogenetic relationships. The 4th sternum certainly warrants more attention than it has received, and other authors are encouraged to examine and illus- trate it in their species so we will be better able to interpret its signifi- cance through a more complete knowledge of variation.

60 Rowland M. Shelley

Another unusual feature of arcuatus is the presence of both simple and reflexed tips. I know of no other apheloriine species possessing such broad variation, and I consider the forms in Figures 3 and 5 to be con- specific because material from intervening areas in Anderson County displays intermediate conditions. The reflexed tips in Abbeville speci- mens of arcuatus, coupled with the medial flanges in arcuatus and some forms of shelf ordi, are evidence of affinity with Sigmoria. However, the more proximal location of the flange on the basal zone in arcuatus and shelfordi, plus the spine at the base of the acropodite in these two spe- cies, justify generic separation from Sigmoria.

I include with arcuatus the geographically and anatomically dis- junct males from Oconee County listed with shelfordi in my 1980 paper. Lacking a prefemoral process, and possessing a stronger basal spine and more broadly curved acropodite than other males of shelfordi, these males conform more to the description of arcuatus. However, they also differ from other specimens of arcuatus in having more massive gonop- ods, broader medial flanges, reduced acropodal curvatures, and broader tips. Perhaps there is a third species of Brevigonus in Oconee County, which is unknown except for these specimens. Several trips to Clemson and areas in Oconee County, however, have failed to produce more individuals, and I therefore include this sample under arcuatus pending discovery of additional material.

ACKNOWLEDGMENTS.— This study was supported in part by NSF Grant DEB 7702596. Thanks are extended to Renaldo G. Kuhler, NCSM scientific illustrator, for preparing Figure 2.

LITERATURE CITED

Chamberlin, Ralph V., and Richard L. Hoffman. 1958. Checklist of the millipeds of North America. U. S. Natl. Mus. Bull. 2/2:1-236.

Hoffman, Richard L. 1967. Revision of the milliped genus Cleptoria (Polydes- mida: Xystodesmidae). Proc. Biol. Soc. Wash. 724:1-27.

Loomis, Harold F. 1944. Millipeds principally collected by Professor V. E. Shelford in the eastern and southeastern states. Psych 51: 166- 177.

Shelley, Rowland M. 1977. The milliped genus Croatania (Polydesmida: Xys- todesmidae). Proc. Biol. Soc. Wash. 90:302-325.

1980. The status of Cleptoria shelfordi Loomis, with the proposal of

a new genus in the milliped family Xystodesmidae (Polydesmida). Brimleyana 3:31-42.

1981a. Revision of the milliped genus Sigmoria (Polydesmida: Xys- todesmidae). Mem. Am. Entomol. Soc, No. 33, 140 pp.

1981b. A new xystodesmid milliped genus and three new species from

piedmont South Carolina (Polydesmida). Proc. Biol. Soc. Wash. 94:949-961.

Accepted 17 November 1981

New Records of Marine Fishes from the Carolinas, With Notes on Additional Species

Steve W. Ross

North Carolina Division of Marine Fisheries,

P.O. Box 769, Morehead City, North Carolina 28557

Garnett W. Link, Jr.

University of North Carolina Institute of Marine Sciences,

Morehead City, North Carolina 28557

AND

Kerry A. MacPherson

Brunswick Biological Laboratory,

Carolina Power & Light Company, Southport, North Carolina 28461

ABSTRACT. The distributional status of fifteen marine fishes from Carolina waters is discussed. Eleven are new records to the area, the remainder being species previously or presently considered rare. The second collected specimen of Daramattus americanus and the first from the Carolinas is reported and illustrated. New maximum size records are established for Paraconger caudilimbatus, Lepophidium jeannae, and Hemanthias leptus. Some reproductive data are included for Prionotus stearnsi.

Biological sampling in North and South Carolina marine waters continues to yield fishes new to or once considered rare in the area (e.g., Graffe 1972; Ross and Fast 1977; Anderson et al. 1979; Burgess et al. 1979; Bbhlke and Ross 1981). Most of the species recently reported from the Carolinas occurred in reef areas and had tropical affinities (Anderson and Gutherz 1964; Ross and Fast 1977; Anderson et al. 1979). The fishes in this report represent a mixture of zoogeographic affinities and habitat associations. Eleven of the fifteen species reported are new records to this area and the remainder are species presently or previously considered rare.

Specimens were collected by trawl, hook and line, gill net, seine, and by sampling the traveling screens of Carolina Power & Light Com- pany's Brunswick Steam Electric Plant (BSEP) on the lower Cape Fear River at Southport, North Carolina. Standard lengths are given unless otherwise noted. Nomenclature follows Robins et al. (1980). Specimens are deposited at the Florida State Museum, University of Florida (UF) and the University of North Carolina Institute of Marine Sciences (UNC).

Brimleyana No. 6: 61-72. December 1981. 61

62 Steve W. Ross, Garnett W. Link, Jr., Kerry A. MacPherson Congridae

Paraconger caudilimbatus (Poey). The margintail conger is a rarely collected species previously reported from the Bahamas, southeastern coast of Florida near St. Lucie Inlet, Cuba, the Gulf of Mexico, and Guiana (Kanazawa 1961; Bohlke and Chaplin 1968; Randall et al. 1977). Manooch (1975) reported specimens tentatively identified as P. caudilimbatus from Carolina waters. We add the following records off of North Carolina: 33°07'N, 77°49'W, 58 m, 1 1 November 1978, night trawl over live bottom (404 mm TL; UF 30590); 33° 57'N, 76° 28'W, 61 m, 8 December 1978, night hook and line over live bottom (542 mm TL; UF 30591); and « 34°30'N, 75°50'W, » 61 m, February 1979, night hook and line over live bottom (455 mm TL; UF 30592). The above collections were during darkness and near live bottom, suggesting that this species, like other congrids, is nocturnal and may seek shelter in reefs during the day. All of the above specimens exceed the maximum size (356 mm TL) recorded by Bohlke and Chaplin (1968).

Gadidae

Melanogrammus aeglefinus (Linnaeus). The haddock normally occurs in northern waters on both sides of the Atlantic, ranging along North America from Newfoundland to deep waters off Cape Hatteras (Leim and Scott 1966). Bigelow and Schroeder (1953) mentioned that haddock are seldom caught near shore and perhaps never in the littoral zone or brackish waters. On 10 March 1979, two specimens were cap- tured by gill net in the Neuse River, North Carolina, between Adams Creek and South River (=* 35°00'N, 76°38'W, « 3 m). Both were about the same size, but only one was retained (417 mm; UF 27969). Water temperature and salinity recorded in the caputre vicinity on 9 March 1979 were 16° C and 4 0/00, respectively. This collection repre- sents the southernmost and one of the most inshore records for haddock.

Ophididae

Brotula barbata (Schneider). One bearded brotula was collected from the BSEP traveling screens, Southport, North Carolina (Cape Fear River) on 18 July 1975 (192 mm; UF 30595). The previously recorded range of B. barbata included one record from Bermuda (Beebe and Tee-Van 1933) and other records from the Caribbean (Jamaica and Cuba), Florida, and northern Gulf of Mexico (Hubbs 1944). Our record represents the northernmost extent of this species, which appears to be rare north of the Gulf of Mexico.

Lepophidium jeannae Fowler. Although L. jeannae was recorded from Raleigh Bay, North Carolina (Silver Bay Station 1268, Bullis and Thompson 1965), Hoese and Moore (1977) reported its northernmost occurrence as Georgia. This species was also listed from the Cape Fear

Marine Fishes From Carolinas 63

area by Wenner et al. (1979b, 1980). Four mottled cusk eels were col- lected off Cape Fear, North Carolina (33 °06'N, 77°5TW, 67.7 m) by trawl in an area of sand and live bottom on 11 November 1978 (230 mm, 249 mm, 258 mm, 270 mm; UF 30599). Our specimens were much larger than the size (200 mm) given by Hoese and Moore (1977) and generally larger than those (238 mm max.) examined by Robins (1960).

HOLOCENTRIDAE

Myripristis jacobus Cuvier. The blackbar soldierfish was reported from tropical Atlantic waters of Florida, the Bahamas, the northern Gulf of Mexico and through the Caribbean to Brazil (Hoese and Moore 1977). Dahlberg (1975) mentioned that this species occurs in deeper waters off the Georgia coast and Powles and Barans (1980) reported one specimen off Charleston, South Carolina. Two specimens, both gravid females (91 and 99mm; UF 30598), were trawled off Cape Fear, North Carolina (33°03'N, 78°02'W, 42 m) during the early morning hours of 27 June 1978. Their occurrence during darkness is not surprising, con- sidering that holocentrids are nocturnal feeders, typically hiding under ledges or in caves during the day (Randall 1968; Greenfield 1974). This behavior would make them practically inaccessible to trawl capture dur- ing daylight and may result in underestimations of their occurrence.

Grammicolepidae

Daramattus americanus (Nichols and Firth). The grammicolepid fishes are generally deep sea, widely scattered, and rarely collected. Worldwide there are five recognized species, but there is considerable confusion concerning validity and relationships, particularly in the genus Daramattus. Lack of specimens for study and lack of understand- ing of the effects of allometric growth contribute to this confusion. Smith (1960) described Daramattus, including two species: one new, D. armatus, and one originally described as Xenolepidichthys americanus by Nichols and Firth (1939). Only four specimens were known to Smith, three of which seemed to be D. armatus from Japan (1) and South Africa (2) and the fourth (D. americanus) from Georges Bank in the Western Atlantic. One of the two South African specimens of D. arma- tus was later redescribed as D. barnardi (Smith 1968).

According to Hugh H. Dewitt (pers. comm.) the type of D. ameri- canus has 13 gill rakers and 39 total dorsal elements, not 20 and 38, respectively, as given by Nichols and Firth (1939). Considering this change, our single specimen collected off North Carolina by trawl on 29 September 1979 at 33°32'N, 76°39'W, 232 m (56 mm; UF 30669) seems referable to D. americanus. Meristic and morphometric data are presented in Table 1. Fresh coloration was as follows: body generally silvery, shading dorsally to a darker blue-gray; dark, spiny projections

64 Steve W. Ross, Garnett W. Link, Jr., Kerry A. MacPherson

Table 1. Meristic and morphometric data for Daramattus americanus (UF 30669). All measurements made to the nearest 0. 1 mm with dial calipers.

Counts

Dorsal

VI, 32

Anal

11,34

Pectoral

15,15

Gill rakers (total)

14,15

Spiny body scutes (excluding postorbital spine)

11,11

Spines along anal base (left)

34

Spines along dorsal base (left)

33

Measurements

SL

56.3

TL

94.4

Depth

46.5

Horizontal eye diameter

7.9

Head length

16.9

First dorsal spine

28.3

Second dorsal spine

28.3

First anal spine

63.4

Pectoral length

7.0

Pelvic length

14.7

Pelvic origin to first anal spine

10.7

Pectoral base to pelvic origin

16.7

on body are included in the 14-15 dark, vertical stripes that vary in length; dorsal and pectoral fins clear; pelvic and anal fins with some black bands; caudal with 2-3 black bands (Fig. 1).

This is only the second specimen yet collected of this species; how- ever, further study, especially on allometric growth effects, may reveal that D. armatus and D. americanus are conspecific.

Gasterosteidae

Gasterosteus aculeatus Linnaeus. A threespine stickleback was col- lected from the BSEP traveling screens on 21 February 1979 (52 mm; UF 30594). It was previously known only as far south as Chesapeake Bay (Burgess and Lee 1980).

Apeltes quadracus (Mitchill). The fourspine stickleback has pre- viously been reported in North Carolina from a single specimen col- lected in the Trent River, Craven County (Rhode et al. 1979). We report two additional specimens from North Carolina: Stumpy Point Bay, Pamlico Sound, 18 February 1975 (40 mm; UF 30593), and a gravid

Marine Fishes From Carolinas

65

Fig. 1. Daramattus americanus, UF 30669, 56.3 mm SL specimen collected off North Carolina.

female from Shallowbag Bay, Roanoke Island, 1978 (40 mm; UF 30670).

Dare County, 17 March

Syngnathidae

Oostethus brachyurus (Bleeker). The opossum pipefish, O. b. line- atus, is a relatively small tropical species commonly found in fresh and brackish waters of Central America, but only rarely reported from North America (see review in Gilmore 1977; Dawson 1979). Although Dawson (1979) reported its occurrence as far north as New Jersey, this species has not previously been recorded from North Carolina waters.

Six specimens were collected on five separate occasions from the BSEP traveling screens: 14 September 1976 (151 mm; UF 30605); 3 October 1976 (164 mm; UF 30673); 23 October 1976 (153 mm; UF 30674); 20 November 1978 (62 mm, 85 mm; UF 30607); and 5 December 1978 (89 mm; UF 30606). Collection salinities and temperatures ranged from 23.5 to 29.0 0/00 and 17.0 to 24.2° C, respectively. The three larg- est specimens were adult males with developed but empty brood pouches. Gilmore (1977) indicated that this species spawns from July through November in fresh water of the Indian River, Florida area. Dawson

66 Steve W. Ross, Garnett W. Link, Jr., Kerry A. MacPherson

(1970) also suggested that spawning in Mississippi waters occurred dur- ing the same period. Although adults seem to prefer fresh or estuarine environments, juveniles and larvae apparently spend some time in marine waters (Bbhlke and Chaplin 1968; Gilbert and Kelso 1971; Hast- ings and Bortone 1976). Further sampling may reveal that O. b. lineatus is more common in North Carolina and that a breeding population exists.

Syngnathus elucens Poey. One shortfin pipefish was collected on 1 October 1968 at 34°53'N, 75°29'W (115 mm; UNC 9926). This repre- sents a considerable range extension from the previously recorded distri- bution of Bermuda, the Bahamas, southern Florida, the northeastern Gulf of Mexico, and the Greater and Lesser Antilles to Surinam (Herald 1942; Bbhlke and Chaplin 1968; Dawson 1972).

Serranidae

Hemanthias leptus (Ginsburg). One specimen of the longtail bass was collected by hook and line in 168 m off Murrells Inlet, South Caro- lina, on 20 August 1979 (456 mm; UF 27790). This species was pre- viously known only from the northwestern Gulf of Mexico (Hoese and Moore 1977), hence our record represents a significant range extension. This specimen also greatly exceeds the previously reported maximum size of 310 mm (Briggs et al. 1964). Although the specimen was poorly preserved, it did retain a yellowish lateral bar from the eye to the poster- ior margin of the opercle. The caudal fin was bright yellow, the soft anal and dorsal pale yellow, and the other fins nearly clear. The body was generally silver with a pale golden color dorsally. These colors, espe- cially the yellow bar across the opercle, are similar to those of H. viva- nus (Walls 1975; Hoese and Moore 1977). Meristics agreed well with those of Ginsburg (1952, 1954), except that lateral line scales were 73 (left) and 59 (right), and Ginsburg gave a range of 78 to 86. Discrep- ancies may be due to the poor condition of our specimen.

Haemulidae

Anisotremus surinamensis (Bloch). The black margate is known from the Bahamas, southern Florida, throughout the Caribbean and Gulf of Mexico to Brazil (Hoese and Moore 1977). Collections from the Wrightsville Beach, North Carolina area were noted by Anderson et al. (1979). A single specimen of this reef species was collected on the BSEP traveling screens on 27 December 1979 (86 mm; UF 30597).

Microdesmidae

Microdesmus longipinnis (Weymouth). Pink wormfish reportedly occur in shallow water from Charleston, South Carolina (Hammond

Marine Fishes From Carolinas 67

1973) through the northern Gulf of Mexico, Cayman Islands, and Ber- muda (Dawson 1969). Two specimens were collected in the lower Cape Fear River, North Carolina: one from the BSEP traveling screens (237 mm; UF 30596) on 23 March 1977, and the other from an unknown locality in the lower Cape Fear River (67 mm; UF 30671). A third spec- imen from the lower Cape Fear, unavailable for study, is deposited in the UNC collections. Our collections represent the first records of microdesmids in North Carolina.

Triglidae

Prionotus ophryas Jordan and Swain. The bandtail searobin was first reported from North Carolina waters by Bullis and Thompson (1965): 34°00.5'N, 7602TW, 54-60 m, 5 September 1979, and subse- quently by Wilk and Silverman (1976): 34°20'N, 76°52'W, 25 m, 17 November 1971 (200 mm TL); 34° 11.5*N, 76°47'W, 31 m, 16 November 1971 (140 mm TL); 33° 27.5'N, 77° 24'W, 32 m, 24 May 1972 (190 mm TL). We have compiled a number of additional records from R/V Dan Moore surveys and other collections (Table 2), which include the north- ernmost record (DM 3754) of this species. Most P. ophryas were col- lected over sand bottoms; however, they are known to occur near live bottoms (S. W. Ross, pers. obs.) and calico scallop beds (Schwartz and Porter 1977; pers. obs.). Although not one of the most common of the offshore searobins, this species is regularly encountered in a depth range of 24 to 60 m (Table 2).

Prionotus stearnsi Jordan and Swain. Fourteen shortwing searob- ins were collected by trawl on three occasions: 33041'N, 76°42'W, 152 m, 19 May 1978 (63 mm; UF 30601); 33°02'N, 77°53'W, 113 m, 27 June 1978 (76-105 mm; UF 30602); and 34°29'N, 75°58'W, 57 m, 13 December 1978 (92 mm; UF 30600). The June collection contained six females with ripe gonads, data for which are included in Table 3. Very ripe females (125 and 130 mm) were reported in August near the Tortu- gas by Longley and Hildebrand (1941). Lewis and Yerger (1976) sug- gested that both sexes reach maturity by 60 mm and found well devel- oped ova (0.6 mm diameter) in October and December. The large gonads and eggs from the June specimens (Table 3) indicated that these fish were probably near spawning. Shortwing searobins had previously been reported from off Cape Fear, North Carolina (Bullis and Thomp- son 1965; Wenner et al. 1979a, 1979b), although Roberts-Goodwin (1981) had listed them as far north as South Carolina and Hoese and Moore (1977) only north to Georgia.

68

Steve W. Ross, Garnett W. Link, Jr., Kerry A. MacPherson

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Marine Fishes From Carolinas 69

Table 3. Length, weight, and sex data of Prionotus stearnsi collected on 27 June 1978 (UF 30602).

SL(mm) Wt.(g) Sex °™Z Gonad index* Egg diameter

wt. (g)+ size range (mm)

76

8.7

9

0.3

3.45

0.4-0.7

83

13.1

cf

88

12.4

e

88

11.7

9

1.5

12.82

0.3-0.8

89

12.8

9

0.8

6.25

0.3-0.6

90

15.6

o*

90

15.2

o*

91

14.3

d*

95

17.3

o"

96

16.0

9

0.7

4.38

0.4-0.7

97

15.7

9

0.5

3.18

0.3-0.6

105

20.4

9

0.6

2.94

0.5-0.8

+ Both gonads combined.

* Gonad index = gonad weight + (body weight - gonad weight) X 100.

ACKNOWLEDGMENTS.— Thanks are extended to W. D. Ander- son for verification of Hemanthias leptus, to G. H. Burgess for use of Florida State Museum collections, to H. H. DeWitt for information on and review of the Daramattus section, and to C. Benedict, G. F. Booth, R. Cahoon, D. S. Cooke, L. L. Davidson, S. Edwards, C. Harvell, G. R. Huntsman, B. Mahaffee, E. G. McGowan, D. Mumford, H. J. Port- er, D. R. Sager, J. M. Swing, and M. T. Tyndall, for providing some of the specimens. We are especially grateful to B. F. Holland and J. W. Gillikin, Jr. for allowing us use of data collected by the R/V Dan Moore. We also thank Ms. M. Fotch for typing the manuscript.

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Wenner, Charles A., C. A. Barans, B. W. Stender and F. H. Berry. 1979a. Results of MARMAP otter trawl investigations in the South Atlantic Bight. I. Fall 1973. S. C. Mar. Resour. Cent. Tech. Rept. 36. 79 pp.

, , and 1979b. Results of MARMAP otter

trawl investigations in the South Atlantic Bight. IV. Winter-Early Spring, 1975. S. C. Mar. Resour. Cent. Tech. Rep. 44. 59 pp.

, , and 1980. Results of MARMAP otter trawl

investigations in the South Atlantic Bight. V. Summer, 1975. S. C. Mar. Resour. Cent. Tech. Rept. 45. 57 pp. Wilk, Stuart J., and M. J. Silverman. 1976. Fish and hydrographic collections made by the research vessels Dolphin and Delaware II during 1968-72 from New York to Florida. NOAA Tech. Rept. NMFS Spec. Sci. Rep. Fish 697. 159 pp.

Accepted 31 October 1981

Nesting and Management of the Atlantic Loggerhead,

Caretta caretta caretta (Linnaeus) (Testudines:

Cheloniidae) on Cape Island, South Carolina,

in 1979.

John B. Andre1 and Larry West

Cape Romain National Wildlife Refuge,

Route 1, Box 191, Awendaw, South Carolina 29429

ABSTRACT. Nesting activity of the Atlantic loggerhead turtle, Caretta caretta caretta, was monitored on Cape Island, Cape Romain National Wildlife Refuge, South Carolina, in 1979. The nesting season encom- passed 106 days, beginning in mid-May and continuing through August. An estimated total of 1,093 clutches was laid on the island with an average of 136.6 nests/ km. Seventy-one percent of all turtle emergences on the beach were false crawls (non-nesting emergences). Three-hundred seventy-nine nests were removed to an on-site, predator-proof hatchery, which produced 10,185 hatchlings from 1 17 nests. Mean clutch size was 117.0 (SD = ± 4.31)and hatching success was 74.4%. Raccoons and erosion destroyed most of the natural nests, but 714 of them produced 3.605 hatchlings. On 4 September, 17.8 cm of rainfall associated with Hurricane David drowned or washed away all unhatched eggs in the nesting areas and hatchery. To reduce predator-induced mortality, 82 raccoons were removed from Cape Island prior to and during the turtle nesting season. This resulted in a 25% reduction in first night predation from 1978 levels. An average of 2.2 (SD = ± 1.84) nests were destroyed per night in 1979 compared to 7.5 nests per night in 1978.

INTRODUCTION

The major worldwide nesting areas of loggerhead turtles, Caretta caretta (Linnaeus), are in the southeastern United States, southeastern Africa, and eastern Australia. In the United States, C c. caretta nests primarily on the beaches of North and South Carolina, Georgia, and the Atlantic and Gulf coasts of Florida (U.S. Fish and Wildlife Service 1979). Cape Island, in Cape Romain National Wildlife Refuge (CRNWR), probably has more nesting activity than any other South Carolina log- gerhead rookery.

In light of the classification of loggerheads as Threatened (Federal Register, 28 July 1978), it is imperative that rookeries be protected and managed to maximize loggerhead productivity. Little is known of the fates of hatchling loggerheads in the ocean, but probably very few reach sexual maturity. This unknown also necessitates that management activ- ities be directed at increasing the number of loggerhead hatchlings reaching the ocean.

Factors adversely affecting loggerhead productivity on or near Cape Island are predators, poachers, erosion and inundation, and

•Present address: U.S. Fish and Wildlife Service, P. O. Box 87, Kilauea, Kauai, Hawaii 96754

Brimleyana No. 6: 73-82. December 1981. 73

74 John B. Andre and Larry West

commercial fishing. Raccoons, Procyon lotor, are major egg predators (Stancyk et al. 1980; Hopkins et al. 1979; Davis and Whiting 1977; and Gallagher et al. 1972) and, if not controlled, can reduce loggerhead pro- ductivity to zero. Erosion and inundation are responsible for the loss of many egg clutches on Cape Island. Shrimp trawling also reduces log- gerhead productivity by drowning turtles caught in trawls (Ulrich 1978). This paper documents and describes loggerhead nesting activity at Cape Island in 1979 and management practices initiated at CRNWR to increase loggerhead productivity, i.e. the number of hatchlings entering the ocean. Management practices include the operation of a hatchery and a predator control program.

The Study Area

Cape Island is approximately 8 km long and 2.4 to 0.1 km wide. The barrier island is a part of the Santee River Delta complex (Price 1955). Cape Island owes some of its origin to sediments supplied by the Santee River (Brown 1977), and diversion of a large part of the Santee's flow into the Cooper River in 1941 decreased its sediment load. This factor was responsible for the shift from a stable or depositional phase to a destructive, erosional phase at Cape Island (Aburawi 1972). Since 1941 the island has eroded over 215 m at several points (Stephen et al. 1975), and erosion continues to move the steep, narrow front" beach landward at a rate of about 10 m/yr (Christopher H. Ruby, pers. comm.). This erosion, combined with the wind and high tides that accompanied Hurricane David on 4 September 1979, breached the island at two locations. The hurricane also removed some of the remain- ing dune system, thus reducing loggerhead nesting habitat.

The front beach and primary dune system are used by nesting log- gerheads. Landward of the steep, narrow beach are dunes and tidal wash-over areas (see Caldwell 1959 for a complete description of Cape Island beach types). Large elongate dunes lie parallel to the beach and grade (abruptly to gradually) into small, isolated clumps of dunes.

MATERIALS AND METHODS

Surveys of the Cape Island beach were conducted from 18 May to 28 August to document loggerhead nesting activity. Each survey began about one hour after dark and ended at dawn. Data recorded during each survey included the numbers of freshly laid nests, false crawls, and nests destroyed by predators. An average of 4.2 (range 1-7) surveys was conducted each week during the 15 week nesting season. Estimates of total weekly nesting activity (Table 1) were obtained by summing the numbers of nests and false crawls observed on surveys during that week, dividing the sums by the number of surveys conducted, and multiplying these means by seven. Data reported from 1978 were extracted from

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CRNWR report files and measurements of variation were not available.

To increase loggerhead productivity, nests were moved to a predator-proof exclosure (hatchery) located behind a 2 m high primary dune that pro- tected the eggs from erosion and saltwater inundation. Nests were found by following crawl tracks. The site was then carefully probed with a metal pole to locate the eggs, which were excavated by hand, removed from the nest, and placed in a plastic bucket containing about 5 cm of moist sand. The eggs were then covered with moist sand from the nest cavity to reduce evaporation and temperature fluctuation. In probing for nests, 1-3 eggs at the top of the egg mass were broken in approxi- mately 10 clutches during the nesting season. The in-nest orientation of eggs was not maintained when transferred to the hatchery. Clutches that were partly destroyed by raccoons received the same treatment, except that eggs from different clutches were combined so that each trans- planted group contained at least 60 eggs. Exhumed eggs were usually less than four, never more than twelve, hours old, and were placed in the hatchery within two hours of collection.

Hatchery clutches, spaced 0.6 m apart, were reburied in holes approximating the dimensions of natural nest cavities. Eggs were placed in the holes until they held a complete clutch or at least 60 eggs. A shallow layer of moist sand was placed over the egg mass and lightly packed by hand, then additional sand layers were placed and packed until the cavity was filled. Each nest in the hatchery was marked with a flag indicating the nest number, number of eggs and date laid. Hatch- ling turtles were removed from the hatchery before daylight, released on the beach berm, and allowed to crawl down the beach and enter the ocean unaided.

The hatchery consisted of two pens (6.1 X 12.2 m and 6.1 X 18.3 m) placed together. Both enclosures were 1.8 m tall and the sides and tops were enclosed with 5.1 X 10.2 cm welded wire. A 91 cm width of chicken wire was buried around the perimeter of the pens to prevent predators from digging under the sides. Fiberglass panels, 76 cm tall, were placed around the pens to prevent wind-blown sand from covering nests and to keep ghost crabs, Ocypode quadrata, and rats, Rattus rat- tus and R. norvegicus, from entering the hatchery. The sparse vegeta- tion within the hatchery was removed by hand to protect the eggs from penetration and entanglement by plant roots.

An egg and hatchling predator control program was conducted from April 1979 through the loggerhead nesting season. Raccoons were captured with live and leg-hold traps. Methods of raccoon population management were outlined by Ehrhart (1979).

Atlantic Loggerhead Nesting 77

RESULTS AND DISCUSSION

Nesting Activity

The 1979 loggerhead nesting season at Cape Island encompassed 10 days, from the first clutch on 15 May to the last clutch on 28 August. Results of 63 surveys of the Cape Island beach are depicted in Figures 1 and 2. Table 1 shows the estimated total numbers and the mean standard deviation) numbers of nests and false crawls per week. Since the surveys included almost 60% of the nesting season, we believe our estimates reflect actual total nesting activity.

Loggerheads on Cape Island laid 1,093 clutches in 1979 compared to 1,451 clutches in 1978. This apparent 25% decline may have been caused by rapid erosion of the beach and dune system, but past records at CRN WR indicate considerable fluctuation in annual nesting activity at Cape Island. Another possible explanation for variation in number of nests per season is the two to three year breeding cycle of female logger- heads. Kaufman (1975) and Davis and Whiting (1977) reported that female loggerheads demonstrated a two year breeding cycle in Colum- bia, South America, and Everglades National Park, Florida, respec- tively. Davis and Whiting (1977) also found that the even-year breeding population was about twice the size of the odd-year breeding popula- tion, resulting in different levels of nesting activity each year.

The frequency of false crawls or non-nesting emergences may be related to quality of nesting habitat, since Davis and Whiting (1977) observed more false crawls on poor quality beaches. Comparison of our data with other studies supports this suggestion. In 1979, 71% of all loggerhead emergences on the Cape Island beach were false crawls. The mean number per night was 25.8 (SD = ± 22.21), compared to 5.3 per night at Cape Island in 1939 (Caldwell 1959), a five-fold increase. Dif- ferent data collecting methods between our study and Caldwell's proba- bly account for part of the increase. Also, Talbert et al. (1980) found that the frequency of false crawls at Kiawah Island, South Carolina, ranged from 28.7% to 47.7%, with a mean of 40.5%, from 1972 to 1976. Kiawah Island, approximately 83 km southwest of Cape Island, has experienced much less erosion (Hayes et al. 1977).

Even though the frequency of false crawls is high, Cape Island is heavily used as a loggerhead nesting area. We found a mean of 136.6 nests/ km of beach in 1979 based on the total estimated number of nests. Ehrhart (1979) reported 44.2 to 79.2 nests/ km of beach at the Kennedy Space Center on the east coast of Florida, while Talbert et al. (1980) found an average of 9.5 nests/ km for five nesting seasons at Kiawah Island. The nesting concentration at Cape Island indicates the impor- tance of this island as a loggerhead rookery.

Figure 1 depicts the seasonal nesting activity of female loggerheads at Cape Island in 1979. Numbers of nests per night increased rapidly

78

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Atlantic Loggerhead Nesting 79

from 18 May to the first week of June. From June through most of July nesting activity was roughly at the same level, but the numbers of nests laid per night varied considerably. In the last week of July nesting activity started to decrease until the end of the season in late August.

S. R. Hopkins of the South Carolina Wildlife and Marine Resour- ces Department, in cooperation with the U.S. Fish and Wildlife Service, conducted a loggerhead study from 1977 (Hopkins et al. 1979) to 1979 on a 3 km section of the Cape Island beach. She found that 5.8% of 209 natural nests (nests not placed in the hatchery) hatched successfully in 1979 (Hopkins, pers.comm.). With this percentage of natural nests hatching, we can calculate natural loggerhead productivity for 1979 at Cape Island. We determined that the mean clutch size was 117, (SD = ± 4.31, N = 393), and that an average of 74.4% (N=10) of the eggs in each clutch hatched. With 5.8% of 714 nests (379 of the total 1,093 nests were transplanted) hatching successfully, the number of hatchlings produced from natural nests was estimated to be 3,605.

Hatchery Program

Loggerhead turtle hatcheries have been used since at least 1965. The early hatcheries were designed to protect eggs and hatchlings from raccoons and crabs (Richardson 1978). In addition to this function, though, the Cape Island hatchery included eggs from nests that would have been destroyed by beach erosion or saltwater inundation produced by winds and tides.

At the end of the 1979 nesting season the hatchery contained 379 nests, the first six placed there on 29 May and the last three on 16 August. The first hatchlings were released from the enclosure on 28 July and the last of the season on 3 September. The incubation period in the hatchery was about 65 days, but could not be precisely determined since tracks of the hatchlings made it difficult to determine from which nest they emerged. Hopkins (unpublished data) observed that the incubation period for natural nests on Cape Island averaged 65.3 days in 1979.

The hatchery and dune system of Cape Island were severely dam- aged on 4 September by 50 to 60 mph winds produced by Hurricane David and the occurrence of a 2.1 m spring tide. Prior to the hurricane, 1 17 nests hatched successfully in the enclosure. An average of 87.0 hatch- lings emerged from each nest, resulting in the production and release of 10,185 hatchlings. From 1965 to 1976, the hatchery at Little Cumber- land Island, Georgia, produced an average of 65 hatchlings /nest (Richardson 1978). We hand-released about 8,000 turtles from the hatchery, and about 2,200 hatchlings were self-released at night through a tunnel con- structed from hatchery to beach.

Morning releases of hatchlings near the hatchery site were quickly discovered by Laughing Gulls, Larus atricilla, and Herring Gulls, L.

80 John B. Andre and Larry West

argentatus, and approximately 200 turtles were taken by these birds dur- ing the season. Losses were minimized by releasing the turtles each day at a point on the beach where gulls were not present.

We checked the condition of the hatchery on 6 September, after the hurricane had passed, and found that the unhatched eggs had drowned, regardless of the degree of embryo development. Loggerhead egg mor- tality from excessive rainfall and the condition of drowned eggs has been reported by Ragotzkie (1959), and our observations concur. A ser- ies of exhumed nests showed that the last that hatched had been placed in the hatchery on 28 June. Groundwater level was at or near the tops of all exhumed nests.

Most of the natural nests on Cape Island were also destroyed by the hurricane (Hopkins, pers. comm.). Of 51 unhatched nests remaining in her 3 km study area, all were destroyed by erosion or inundation produced by the hurricane. Our inspection of nesting habitat on the island after the hurricane revealed that no natural nesting sites had been effectively protected.

Predation

The major problem for management of the Atlantic population log- gerhead rookeries is the raccoon (Ehrhart 1979). Destruction of nests by raccoons is the most important factor limiting turtle productivity on Cape Island. First night predation (nests destroyed on the same night laid) is almost 100% in some rookeries (Ehrhart 1979). In 1972 and 1973, raccoons took 85% and 75%, respectively, of the loggerhead nests at Cape Sable, Florida, and first night predation accounted for 87% of the destroyed nests (Davis and Whiting 1977). To reduce egg and hatch- ling losses, 82 raccoons were removed from the island during April through August 1979. The effect of the trapping effort is clear. In 1978, first night predation by raccoons destroyed 47% of the nests compared to 22% in 1979. The greatest number of nests destroyed on the night laid was 18 in 1978 and 7 in 1979, and the mean number of nests destroyed per night was 7.5 in 1978 and 2.2 (SD = ± 1.84) in 1979. On a 3 km section of Cape Island beach, Hopkins (unpublished data and pers. comm.) found that raccoons destroyed 95.8% of the marked nests in 1978 and 59.3% in 1979. The 1979 predation percentage would have been somewhat higher, but nests were not available to predators after Hurricane David (Hopkins, pers. comm.). Klukas (1967) and Davis and Whiting (1977) reported similar findings after initiating a raccoon con- trol program at Cape Sable, Florida. However, trapping programs are labor intensive and must be conducted yearly to maintain effectiveness. Reproduction by raccoons, and immigration from nearby areas, quickly replace those removed by trapping.

Atlantic Loggerhead Nesting 81

ACKNOWLEDGMENTS.— The U.S. Fish and Wildlife Service, Cape Romain National Wildlife Refuge, provided funds, materials, and per- sonnel for this refuge project. We thank the refuge manager, George Garris, and the staff for their many nights of work, and George Balazs for commenting on an earlier draft of the manuscript. We also thank two anonymous referees for providing excellent reviews and John E. Cooper for editorial assistance, all of which greatly improved the manuscript.

LITERATURE CITED

Aburawi, R. 1972. Sediment facies of the Holocene Santee delta. Unpubl. M. S. thesis, Univ. South Carolina, Columbia. 96 pp.

Brown, P. J. 1977. Variations in South Carolina coastal morphology. South- east. Geol. 18:249-264.

Caldwell, D. K. 1959. The loggerhead turtles of Cape Romain, South Carolina. Bull. Fla. State Mus. Biol. Sci. 4:3 19-348.

Davis, G. E., and M. C. Whiting. 1977. Loggerhead sea turtles nesting in Ever- glades National Park, Florida, USA. Herpetologica 55.18-28.

Ehrhart, L. M. 1979. Reproductive characteristics and management potential of the sea turtle rookery at Canaveral National Seashore, Florida, pp. 397-399 in R. M. Linn (ed.). Proceedings of the first conference on scientific research in the national parks, 9-17 November 1976, New Orleans, La. NPS Trans. Proc. Ser. No. 5.

Gallagher, Robert M., M. L. Hollinger, R. M. Ingle and C. R. Futch. 1972. Marine turtle nesting on Hutchinson Island, Florida, in 1971. Fla. Dep. Nat. Resour. Mar. Res. Lab. Spec. Sci. Rep. No. 37. 1 1 pp.

Hayes, M. O., T. F. Moslow and D. K. Hubbard. 1977. Beach erosion in South Carolina. Coastal Res. Div., Dep. Geol., Univ. South Carolina, Columbia.

Hopkins, S. R., T. M. Murphy, Jr., K. B. Stansell and P. M. Wilkinson. 1979. Biotic and abiotic factors affecting nest mortality in the Atlantic loggerhead turtle, Proc. 32nd Annu. Cong. Southeast. Assoc. Fish Wildl. Agencies, pp. 213-223.

Kaufman, Reinhard. 1975. Studies of the loggerhead sea turtle, Caretta caretta caretta (Linne') in Colombia, South America. Herpetologica 57.323-326.

Klukas, R. W. 1967. Factors affecting nesting success of Loggerhead turtles at Cape Sable, Everglades National Park. File No. N1415, Natl. Park Serv., P. O. Box 279, Homestead, Fla. 33030. 58 pp., mimeo.

Price, W. A. 1955. Correlations of shoreline type with offshore bottom condi- tions. Project 53, Dep. Oceanography, Texas A&M Univ., Bryan.

Ragotzkie, Robert A. 1959. Mortality of loggerhead turtle eggs from excessive rainfall. Ecology 40:303-305.

Richardson, James I. 1978. Results of a hatchery for incubating loggerhead sea turtles (Caretta caretta) (Linne') eggs on Little Cumberland Island, Geor- gia. Fla. Dep. Nat. Resour. Mar. Res. Publ. No. 33. Abstract.

Stancyk, Stephen E., O. R. Talbert, Jr. and J. M. Dean. 1980. Nesting activity of the loggerhead turtle (Caretta caretta) in South Carolina. II. Protection of nests from raccoon predation by transplantation. Biol. Conserv. 75:289-298.

82 John B. Andre and Larry West

Stephen, M. F., P. J. Brown, C. M. Fitzgerald, D. K. Hubbard and M. O. Hayes. 1975. Beach erosion inventory of Charleston County, South Caro- lina: a preliminary report. S. C. Sea Grant Tech. Rep. No. 4. 79 pp.

Talbert, O. Rhett, Jr., S. E. Stancyk, J. M. Dean and J. M. Will. 1980. Nesting activity of the loggerhead turtle (Caretta caretta) in South Carolina I. A rookery in transition. Copeia 1980 (4):709-718.

Ulrich, G. F. 1978. Incidental catch of loggerhead turtles by South Carolina commercial fisheries. Report to NMFS, Contract No. 01-7-042-35151 and 03-7-042-35121.

U. S. Fish and Wildlife Service. 1979. Endangered and threatened species of the southeast United States. U. S. Dep. Inter., Fish Wild. Service, Atlanta.

Accepted 10 August 1981

Distribution, Morphology and Life History

of the Least Brook Lamprey,

Lampetra aepyptera (Pisces: Petromyzontidae), in Kentucky

Stephen J. Walsh and Brooks M. Burr

Department of Zoology,

Southern Illinois University at Carbondale,

Carbondale, Illinois 62901

ABSTRACT.— Kentucky distribution records for the least brook lamprey, Lampetra aepyptera (Abbott), show that it is the most abundant and widespread lamprey in the state, inhabiting most major drainages where suitable habitat is available. Morphological and denti- tion data from over 220 specimens reveal that the recently described Lethenteron meridionale, from Tennessee, Alabama and Georgia, is a synonym of L. aepyptera. Interdrainage variation in meristic and mor- phometric characters of L. aepyptera falls within the normal range of variability for the species in the Ohio Valley.

INTRODUCTION

Although a considerable distributional and ecological literature exists for the least brook lamprey, Lampetra aepyptera (Abbott), little information has been published on its occurrence and life history in Kentucky. A few distributional records for the species in Kentucky were reported by Branson (1970), Burr and Mayden (1979), Burr (1980), and Clay (1975). The only information on its natural history in the state was summarized by Clay (1975), who included original observations on the demise of a population in Knob Creek, southwest of Louisville. The most complete studies on the life history of L. aepyptera were done in Maryland (Seversmith 1953) and Delaware (Rohde et al. 1976). Branson (1970), Clay (1975), and Clay and Carter (1957) briefly described its morphological characteristics in Kentucky. In their description of Lethenteron meridionale, Vladykov et al. (1975) gave the most complete morphological description of L. aepyptera to date. Rohde et al. (1976) summarized meristic and morphometric characteristics of the species in Delaware and the literature prior to their study.

The purposes of this paper are to (1) map and describe the Ken- tucky distribution of L. aepyptera, (2) analyze its morphological charac- teristics in the state, and (3) supplement published ecological informa- tion with our observations of what appears to be a neotenic population in western Kentucky, a heretofore unreported phenomenon in this spe- cies. The discovery of posterior circumoral teeth in a number of Ken- tucky L. aepyptera, and the variability of their presence, leaves little doubt that Lethenteron meridionale is a synonym of Lampetra aepyptera.

Brimleyana No. 6: 83-100. December 1981. 83

84 Stephen J. Walsh and Brooks M. Burr

METHODS AND MATERIALS

Over 220 adults, from the institutions listed in Acknowledgments, were used for morphological comparisons between major drainages or ichthyofaunal blocks as designated by Burr (1980). All measurements were made to the nearest 0.01 mm with dial calipers. Terminology of dentition follows Hubbs and Potter (1971) and Potter (1980). The oral discs of some specimens were lightly stained with alizarin red S to facili- tate tooth counts. Methods of counting and measuring were those of Vladykov and Follett (1958, 1965).

The life history of L. aepyptera was studied at Terrapin Creek, Graves County, Kentucky, near the Tennessee border. Collections were made from the state line north to 0.8 km south of Bell City, Kentucky. Intermittent sampling from 23 March 1978 to 4 June 1980 resulted in 138 specimens, which were fixed in 10% formalin and later transferred to 70% ethanol. Frequencyof occurrence versus lengths of ammocoetes taken at Terrapin Creek on 4 June 1980 were plotted and the curve smoothed using 7 mm sliding averages (Hardisty 1961; Hardisty and Potter 1971; Rohde et al. 1976; Taylor 1965). Lampreys were blotted dry and weighed to the nearest 0.1 mg on a Sartorius analytical bal- ance. Egg diameters were measured with an ocular micrometer at a magnification of 25-50X; no correction was made for shrinkage.

Collections of L. aepyptera examined, all from Kentucky, are listed below by major drainage, county, catalog number, locality, and date. The number of specimens is shown in parentheses.

Big Sandy River Drainage.— Martin Co.: UL 7945 (1) Rockhouse Fork of Rockcastle Cr. at Stidham, 27 March 1956. Floyd Co.: UL 5946 (3) John's Cr. below Dewey Dam, 27 March 1956. Morgan Co.: SIUC uncat. (4) Open Fork of Paint Cr. at ford, 24 March 1973.

Licking River Drainage.— Montgomery Co.: INHS 78829 (2) creek, 1.6 km W Means, 12 April 1968. Rowan Co.: UL 5228 (16) Licking R. at Cranston, 12 April 1941. Menifee Co.: UL 4983 (1) Beaver Cr., 8 April 1954.

Kentucky River Drainage. Wolfe Co.: KNPC uncat. (2) Swift Camp Cr. just upstream from confluence Red R., 3 May 1980; UL 1014 (1) Red R. near Hazel Green, 24 November 1960.

Upper Cumberland River Drainage.— McCreary Co.: WCS 720-01 (9) Taylor Branch, 8.8 km E Whitley City, 16 April 1977. Whitley Co.: INHS 79259 (1) Youngs Cr., 1.6 km W Clio, 19 March 1978. Rockcastle Co.: UL 2015 (1) Clear Cr., 3.2 km S Disputanta, 3 April 1980; EKU 168 (1) Clear Cr., 3.2 km SE Disputanta, 20 March 1966.

Salt River Drainage.— Hardin Co.: KNPC uncat. (3) Clear Cr. downstream from overpass E Colesburg, 24 March 1978. Bullitt Co.: USNM 164102 (15) Knob Cr., 28 March 1950; UL 4791 (20) Knob Cr. near Mitchell Hill Road, 25 March 1950; UL 4794 (73) Knob Cr. 9.6 km NW Shepherdsville, 25 March 1950; INHS 78228 (1) creek, 9.6 km S Fairdale, 7 April 1968.

Least Brook Lamprey in Kentucky 85

Ohio River Drainage.— Hardin Co.: UL 5949 (1) trib. Otter Cr. near Vine Grove, 11 March 1956; UL 4810 (6) Otter Cr., 3.2 km W Vine Grove, 13 March 1954; UL 1 1886 (3) Otter Cr., S Vine Grove, 6 May 1959.

Green-Barren River Drainage.— Allen Co.: SIUC uncat. (4) Long Hungry Cr., 1.6 km SE Mt. Zion, 18 March 1980. Barren Co.: SIUC uncat. (4) Peter Cr., 1.6 km SE Dry Fork, 18 March 1980. Edmonson Co.: UL 5229 (5) trib. Beaverdam Cr. near Brownsville, 31 March 1955. Green Co.: UL 11001 (1) Caney Fork at Hwy. 61, 8 April 1978. Larue Co.: INHS 78477 (1) Walters Cr., 6.4 km N Magnolia, 28 March 1964. Russell Co.: INHS 79126 (1) trib. Goose Cr., 6.4 km NE Russell Spring, 18 March 1978. Simpson Co.: UL 12835 (1) West Fork Drakes Cr., 1.6 km above confluence Lick Fork, 8 November 1964. Taylor Co.: KU 11612(6) Big Pitman Cr., 11.8 km NW Campbellsville, 2 April 1966.

Rough River Drainage.— Hardin Co.: UL 11893 (19) Rough R., 25 April 1959; UL 12905 (1) trib. Rough Cr., 0.8 km S Four Corners, 22 March 1959. Grayson Co.: SIUC uncat. (1) Spring Fork, 1.6 km NW Tousey, 12 March 1979. Ohio Co.: SIUC uncat. (2) West Fork, 0.8 km N Fordsville, 11 March 1979; SIUC uncat. (2) Rocky Fork, 2.4 km SW Shreve, 12 March 1979; SIUC uncat. (1) Halls Cr., 13.3 km NE Hartford, 11 March 1979; SIUC uncat. (1) Sixes Cr., 3.2 km S Renfrow, 12 March 1979.

Lower Cumberland River Drainage. Trigg Co.: SIUC uncat. (1) Donaldson Cr., 9.6 km SE Canton, 10 March 1979.

Tennessee River Drainage. Calloway Co.: SIUC uncat. (1) West Fork Clarks R. at Backusburg, 27 April 1969; SIUC uncat. (4) Beechy Cr., 1.6 km SE New Concord, 23 March 1978.

Obion River Drainage. Graves Co.: SIUC uncat. (138) Terrapin Cr., from Tennessee state line to 0.8 km S Bell City, 23 March 1978 - 4 June 1980.

RESULTS AND DISCUSSION

Distribution and Habitat

Lampetra aepyptera is the most common lamprey in Kentucky, occurring in all major drainages of the state except the Tradewater River and lower Ohio and Mississippi River tributaries in the extreme west (Burr 1980). The species is collected less frequently in the Kentucky River system than in other major eastern Kentucky drainages (Fig. 1). Its occurrence in direct, sandy tributaries of the Mississippi River (e.g., Obion River) in western Kentucky and Tennessee is somewhat unusual, because this area is generally inhabited by fishes characteristic of the Coastal Plain and lowlands.

Collections made in riffles and raceways of small to medium-size, sand-gravel bottom creeks during March and April often yielded adults of L. aepyptera. The lack of more records of this species for Kentucky is almost surely the result of few collections being made in small streams during early spring.

86

Stephen J. Walsh and Brooks M. Burr

Least Brook Lamprey in Kentucky 87

Taxonomic Status of lethenteron meridionale

Vladykov et al. (1975) described Lethenteron meridionale as a new nonparasitic lamprey from Tennessee, Alabama and Georgia. In all characters except dentition it is inseparable from L. aepyptera, despite the fact that the authors concluded that it was a close relative of Lethen- teron lamottenii (now Lampetra appendix; fide Bailey and Rohde in Robins et al. 1980). As defined by Valdykov and his associates, mem- bers of the genus Lethenteron always possess posterior circumoral teeth and, partly because L. meridionale has posterior circumoral teeth, it was accordingly assigned to the genus. However, Lampetra zanandreai, which has been variously assigned to Lethenteron or Lampetra, occa- sionally lacks posterior circumorals (Zanandrea 1957; Hubbs and Potter 1971).

We found small, unicuspid posterior circumoral disc teeth in spec- imens of L. aepyptera from several drainages throughout Kentucky. The mean number of posterior circumorals in specimens having them was 7.6 (R = 1 - 22, N = 15). In most, these teeth formed an incomplete row (Fig. 2), but in two individuals there was a complete infraoral row extending between the two posterior inner laterals. In another specimen there were several small, degenerate teeth scattered throughout the pos- terior field of the disc. Several collections have specimens with and without posterior circumorals.

Fig. 2. Diagrammatic illustration of the oral disc of Lampetra aepyptera, show- ing incomplete row of posterior circumoral teeth. Drawn from a composite of several specimens.

We noted variation in several other disc characters used in the diagnosis of L. meridionale. The following counts are means based on 17 specimens of L aepyptera: oral papillae 16.3 (R = 12 - 20); infraoral cusps 9.8 (R = 5 - 13); intermediate teeth in anterior field 14.3 (R = 0 - 32); inner lateral teeth 6.2 (R = 4 - 9). The counts for each of these characters as reported by Vladykov et al. overlap between L. aepyptera and L.

88 Stephen J. Walsh and Brooks M. Burr

meridionale. Moreover, the means for number of infraoral cusps, inter- mediate teeth in the anterior field, and inner lateral teeth in Kentucky specimens of L. aepyptera, are closest to the means for these same char- acters in L. meridionale (Vladykov et al. 1975, Table 11). Further, the mean number of oral papillae and number of cusps (1 - 4) on the median inner lateral teeth of Kentucky L. aepyptera are similar to the means for L. aepyptera given by Vladykov et al. Thus, there is much variation in the dentition of L. aepyptera. Individual variation, popula- tional differences, and possibly ontogenetic changes in dentition, occur. We therefore regard Lethenteron meridionale a synonym of Lampetra aepyptera, a conclusion anticipated by Rohde (1980) and formally stated by Bailey (1980). Okkelbergia (a monotypic genus including aepyptera as its only species) and Lethenteron were recently down- graded to subgenera of Lampetra (Bailey 1980), an action with which we concur.

Morphology of lampetra aepyptera

The number of myomeres in L. aepyptera ranges from 50 to 62 (e.g., Branson 1970; Cook 1952; Raney 1941; Rohde 1976; Rohde et al. 1975, 1976; Seversmith 1953; Vladykov et al. 1975). Rohde et al. (1976) found no significant difference in the number of myomeres between ammocoetes and adults in Delaware. The number of myomeres of adults in Kentucky ranged from 52 to 62 (Fig. 3), with means between 55 and 59 in all drainages except the lower Cumberland and Tennessee rivers. The number of myomeres in 105 ammocoetes from Terrapin Creek, Graves County, ranged from 51 to 59 (x = 55.0), slightly fewer than for adults. However, the means of myomere counts are not signifi- cantly different between ammocoetes and adults. Although visually there appears to be an east to west decrease in the mean number of myomeres (Fig. 3), one way analysis of variance indicates no significant differences between the means of any of the drainages (a = 0.05). A tho- rough study of specimens from throughout the entire range of L. aepyp- tera is needed to determine possible significant variation in this or any other morphological character.

The most significant differences in body proportions of L. aepyp- tera involved the partially transformed (neotenic) individuals from Ter- rapin Creek (Obion River drainage). The secondary sexual characteris- tics of nuptial adults (e.g., disc length, eye diameter, second dorsal fin height, and prebranchial length; Table 1) were poorly developed in the neotenes, Because individuals in Terrapin Creek fail to fully transform, the discordant body proportion values exhibited by the population were expected. The Cumberland River population from above Cumberland Falls exhibited a relatively low proportional value for second dorsal fin height. This population is geographically isolated and the low fin value

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may result from reproductive isolation from more typical L. aepyptera.

Sexual differences in body proportions (Table 2) coincide reasona- bly well with those reported by other workers. Males have a greater disc length and second dorsal fin height than females, as noted by Rohde et al. (1976) and Vladykov et al. (1975). We confirm the observations of Vladykov et al. that males have a relatively longer tail and shorter trunk than females. Rohde et al. found that tail length increased with age in males and decreased in females. Males also have a greater prebranchial length. Kentucky specimens are substantially longer (mean TL, both sexes) than those reported by most other authors, especially in Atlantic Coast populations where a much shorter maximum and mean TL was found (Rohde et al. 1976). The mean length of the male genital papilla was 4.4 mm (R = 2.4 - 7.5, N = 57). Rohde et al. found a mean papilla length of 4.8 mm for 10 males from Delaware.

Breeding coloration in L. aepyptera has not been adequately des- cribed. Nest-building individuals from Peter Creek, Barren County, Kentucky, were in full nuptial color orr 18 March 1980. Both sexes were mottled gray-brown on the dorsum and had light silvery-yellow venters. Black horizontal bands were present on the sides, through the eye and at the base of the first dorsal fin. Each dorsal fin had a black, speckled marginal band that was widest around the longest fin rays. A gold band extended through the base of the caudal fin and the center of each dor- sal fin. The posterior margin of the caudal fin was darkly pigmented.

Aspects of Life History

Terrapin Creek is a clear, low-to-moderate-gradient tributary of Obion River. The stream consists of alternating shallow riffles and deeper pools, with a substratum of sand and gravel. In most areas the stream is 2 to 5 m wide and 0.2 to 1.0 m deep during normal water levels, and is bordered by deciduous forest throughout most of its course. Ammocoetes were generally found in mud banks along raceways and in pools with a moderate current. Transformers and neotenic indi- viduals were generally found in debris-ridden riffles and raceways.

Between 22 February and 4 June 1980 we sampled a backwater slough of Terrapin Creek, 0.8 km south of Bell City along Hwy. 94. The slough is in a wooded area, has been inundated through beaver activity, and is fed by runoff and seepage. Thick mats of watercress and other aquatic macrophytes were abundant in the channels and pools. A pool 2.5 m wide and 1.5 m deep, with considerable mud and silt deposits, yielded large numbers of ammocoetes. Species taken with L. aepyptera in this beaver slough are indicated by asterisks in Table 3.

Because of the paucity of specimens for most months, only ammo- coetes from the 4 June 1980 collection were used for the length- frequency analysis (Fig. 4). At least five, and possibly six, age clases are

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