What is a species? A new universal method to measure differentiation and assess the taxonomic rank of allopatric populations, using continuous variables.

Abstract

Existing models for assigning species, subspecies, or no taxonomic rank to populations which are geographically separated from one another were analyzed. This was done by subjecting over 3,000 pairwise comparisons of vocal or biometric data based on birds to a variety of statistical tests that have been proposed as measures of differentiation. One current model which aims to test diagnosability (Isler et al. 1998) is highly conservative, applying a hard cut-off, which excludes from consideration differentiation below diagnosis. It also includes non-overlap as a requirement, a measure which penalizes increases to sample size. The “species scoring” model of Tobias et al. (2010) involves less drastic cut-offs, but unlike Isler et al. (1998), does not control adequately for sample size and attributes scores in many cases to differentiation which is not statistically significant. Four different models of assessing effect sizes were analyzed: using both pooled and unpooled standard deviations and controlling for sample size using t-distributions or omitting to do so. Pooled standard deviations produced more conservative effect sizes when uncontrolled for sample size but less conservative effect sizes when so controlled. Pooled models require assumptions to be made that are typically elusive or unsupported for taxonomic studies. Modifications to improving these frameworks are proposed, including: (i) introducing statistical significance as a gateway to attributing any weighting to findings of differentiation; (ii) abandoning non-overlap as a test; (iii) recalibrating Tobias et al. (2010) scores based on effect sizes controlled for sample size using t-distributions. A new universal method is proposed for measuring differentiation in taxonomy using continuous variables and a formula is proposed for ranking allopatric populations. This is based first on calculating effect sizes using unpooled standard deviations, controlled for sample size using t-distributions, for a series of different variables. All non-significant results are excluded by scoring them as zero. Distance between any two populations is calculated using Euclidian summation of non-zeroed effect size scores. If the score of an allopatric pair exceeds that of a related sympatric pair, then the allopatric population can be ranked as species and, if not, then at most subspecies rank should be assigned. A spreadsheet has been programmed and is being made available which allows this and other tests of differentiation and rank studied in this paper to be rapidly analyzed.