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1 – The development of avian species 1 2 – Basic anatomy, physiology and nutrition 25 3 – The physical examination 56 4 – Clinical tests 77 5 – Imaging techniques 85 6 – Nursing the sick bird 101 7 – Psittacine Birds 138 8 – Passerines 169 9 – Raptors 209 10 – Cranes 243 11 – Ratites 258 12 – Waterfowl 275 13 – Galliformes 309 14 – Ramphastids 335 15 – Pigeons 350 16 – Seabirds 377 17 – The Management of a Multi-species Bird Collection in 404 a Zoological Park Appendix I - Haematology/Biochemical reference ranges 437 Appendix II - Conversions to Système International (SI) units 447 Appendix III - Adult bird weights 449 Appendix IV - Scientific names of common psittacine species 451 Index 455 Table of Contents vii Acknowledgements It is satisfying as editors to have a work be well received by the veterinary community after the intense effort of compiling the material. Our goal in editing the first edition was to produce a basic avian medical text that brought forth the collective knowledge and expertise of a respected group of international authors. Based on the response through multiple printings and a request to publish a second edition we believe the goal was attained. We as editors also know that veterinary medicine and in particular avian veterinary medicine is a moving target as scientific discoveries and medical advances are frequently achieved. As with the first edi- tion, we have called upon many of the original authors as well as new contributors to exceed the expectations of the veterinary community regarding a basic avian medicine text. We wish to thank existing authors for their continued commitment to this text as well as those participating for the first time. To our colleagues in the Association of Avian Veterinarians, we thank you for contributing to and demanding quality avian medicine. The advances noted in this book can be directly attrib- uted to the enthusiastic members of this worldwide organization. Again the support staffs for the three editors were invaluable assets: at LSU, Harry M. Cowgill, medical photographer, and Michael L. Broussard, graphic artist, who aided in figure development; at the NOIVBD labo- ratory, Marianne van der Zee for photographic sup- port. We are also grateful to the collegial support from associates and staff members that is so important on a daily basis, but never more so than when working on a medical textbook: Drs Javier Nevarez, David Guzman, and Shannon Shaw at LSU; Gail and the two Emmas at Dr Alan Jones’ Clinic; and Anita Visser at the NOIVBD laboratory and Tonnie van Meegen (NOP) were all instrumental in their support during the formulation and completion of this text. The editors would also like to thank our publish- ers Elsevier for their commitment to a second edition. As always, patience and support are cornerstones to publisher/editor/author sanity during the writing proc- ess and we were fortunate to work with the best: Joyce Rodenhuis, Commissioning Editor Veterinary Medicine; Rita Demetriou-Swanwick, Development Editor; and especially Ewan Halley, our Development Editor, who guided the book through the majority of the editing process. Thank you for the early mornings, long days, and late nights, not to mention the continual stimula- tion for results! Two of the editors would be remiss for not thanking a colleague and friend who has contributed more than his share of editorial duties, Dr Alan Jones. Alan, thank you for joining this group in a project that we feel is a labour of love; your work was professional, first class, and added significantly to the timely production of the book. Finally, a heartfelt thank you for the unswerving loy- alty of our wives Susie Tully and Elaine Jones, partner Marianne van der Zee, plus our families who accept our professional ambitions to advance avian medicine in the face of added stress associated with editing an interna- tional avian medical text. CHAPTER 12: BASIC ANATOMY, PHYSIOLOGY AND NUTRITION ix Foreword …look into the clear bright eyes of the bird whose body equals yours in physical perfection, and whose tiny brain can generate a sympathy, a love for its mate, which in sincerity and unselfishness suffers little when compared with human affection. William Beebe, The Bird 1906 Birds have long enthralled the human race and thereby influenced diverse cultures and civilizations. Thousands of years ago the Incas in South America and the then denizens of Mesopotamia (present-day Iraq) kept birds of various types. At about the same time, the Ancient Egyptians were probably the first to collect birds; in 1500 BC Queen Hatshepsut organised an expedition to add new species to her private collection. A thous- and years or so later Greek and Roman scholars such as Aristotle, Pliny and Varro studied birds, including parrots, and published detailed observations on their biology. Science flourished under Arab scholars dur- ing the so-called Dark Ages in Europe and this period spawned seminal writings on numerous aspects of the natural world, including birds and other animals, as well as medicine, geology and astronomy. With the Renaissance came renewed scientific interest in Europe and Leonardo da Vinci, followed by anatomists in England, Germany, Italy and the Netherlands, carried out painstaking dissections of many animal species. These and others produced scholarly descriptions and drawings of birds that are, in many respects, unequalled today. In the 18th century John Hunter, the great sur- geon, anatomist and champion of the veterinary profes- sion, explored the links between structure and function in animals. Amongst many other great discoveries, Hunter described the air-sac system of birds and studied avian matters as diverse as the production of crop-milk in pigeons, the seasonal development of the gonads in sparrows and the healing and misalignment of fractures in an eagle. Neither is medical care for birds a novel concept. In 1486 in England, for example, advice on the diagnosis and treatment of diseases of trained hawks was given in the Boke of St Albans. This was written by Dame Juliana Berners; a reminder of the prominent role played by women in avian science, even 500 years ago! The popularity of the sport of falconry in Europe over the succeeding three centuries ensured that publications on raptors continued to appear. There was also a growth of interest in the keeping of pigeons, parrots, finches, crows and other birds as pets. Much affection was often lav- ished upon these birds, even during periods when the human population was beset by rumours of war and social unrest, as exemplified by the following entry in one of the famous diaries (1665) of Samuel Pepys: This night when I came home I was much troubled to hear that my poor Canary Bird, that I have kept these three or four years, is dead. It was not, however, until the 19th and early 20th cen- turies, with the genesis of the understanding of patho- gens, that serious attention started to be paid in Europe and North America to the diagnosis and control of dis- eases of captive birds. Even so, progress was slow and the input by veterinarians remained limited. The situation has now changed beyond recognition and over the past three decades our knowledge and understanding of bird diseases has advanced extraordi- narily. Much of the credit for this is owed to the ‘pio- neers’ of avian medicine, amongst them the editors and many of the contributors of this book, who have helped to transform avian medicine into a bona fide, state-of- the-art, scientific discipline. I was honoured to be asked to write the foreword to the first edition of this book in 2000 and am delighted to have been invited to do so again for the second, in 2009. As before, my first comment on the book is to applaud its international orientation. The editors hail from three different countries and the twenty con- tributorsfrom seven. This spread – Australia, Europe and North America – is not global but it is an impor- tant reminder of the international significance of avian medicine, in terms not only of treating individual sick birds but also of monitoring and promoting the health of wild (free-living) populations. The latter is a pressing x FOREWORD need for a number of reasons, not least because of curr- ent concerns about avian influenza and other diseases that are a threat to the health of humans and domestic stock. In addition, of course, there is a desperate need for more information about the part that infectious and non-infectious diseases play in the regulation of num- bers of wild birds, particularly those that are under pressure for other reasons. It is now widely accepted that veterinarians and others with specialist knowledge of avian health and host/parasite relations can play a vital part in the conservation of endangered and threat- ened species. Their contribution in this respect is much enhanced if they have an understanding of aviculture as well as sound professional knowledge of pathology, parasitology, medicine or surgery. In my own work overseas over four decades I have witnessed many such contributions to conservation. For example, the survival and recovery of the Mauritius kestrel (Falco punctatus), the pink pigeon (Columba mayeri) and other Indian Ocean species, the populations of which were in a par- lous state in the 1970s, owe much to close, unselfish, collaboration between veterinarians and biologists, some of them self-funded. There have been similar suc- cesses in avian species-conservation elsewhere and I have been fortunate to have seen some of these projects for myself – in New Zealand, for example, where many endemic birds are now relatively safe. It is encouraging that young people, some with a veterinary background, some from other disciplines, want to involve themselves in such conservation projects and thereby contribute to the protection of wildlife and their habitats. This usually means serving in different, sometimes difficult, parts of the world and being willing and able to collaborate with local communities. Examples of such enterprise are to be found documented in various publications, including Notes from the Field in the Journal of Avian Medicine and Surgery and project reports in the Bulletin of the British Veterinary Zoological Society. The editors and authors of this book are familiar names to those who keep or treat birds. They are all veterinarians but, without exception, have a personal affinity for birds as animals and an awareness that those from other backgrounds, such as animal behaviourists, ecologists and nutritionists, can also contribute to avian health, welfare and conservation. Those of us who keep or tend members of the class Aves owe Tom Tully, Gerry Dorrestein and Alan Jones a debt of gratitude for compiling this work and bring- ing together such a talented team of contributors. In so doing, they have helped to promote a better under- standing of birds and the requirements of these unique animals if they are to remain healthy in captivity or in the wild. Their book will do much to encourage others to contribute to the challenging, but exciting, field of avian medicine. John E. Cooper, DTVM, FRCPath, FIBiol, FRCVS The University of the West Indies, 2009 CHAPTER 12: BASIC ANATOMY, PHYSIOLOGY AND NUTRITION xi Contributors Brian H. Coles BVSc, FRCVS, Dipl ECAMS 4 Dorfold Way, Upton, Chester, Cheshire, UK Lorenzo Crosta DVM, PhD Clinica Veterinaria Valcurone, Missaglia, Italy Luis A. Cruz-Martinez DVM Post-Doctoral Fellow, The Raptor Center, Veterinary Clinical Sciences, University of Minnesota, St Paul, Minnesota, USA Peter De Herdt DVM, DVSc Professor of Veterinary Medicine, University of Ghent, Director of Clinic for Poultry and Special Animal Diseases, Merelbeke, Belgium Gerry Dorrestein Prof Dr, Dr hc, DVM Director, Dutch Research Institute for Avian and Exotic Animals (NOIVBD), Veldhoven, The Netherlands Nigel Harcourt-Brown BVSc, FRCVS, Dipl ECAMS 30 Crab Lane, Bilton, Harrogate, North Yorkshire, UK Don J. Harris DVM Avian and Exotic Animal Medical Center, Pinecrest, Florida, USA Alan K. Jones BVetMed, MRCVS Alan K. Jones & Associates, Avian and Exotic Veterinary Practice, Sussex & Kent, UK Maria-Elisabeth Krautwald-Junghanns PD Dr Med Vet, Dr Med Vet Habil, Dipl ECAMS FTA Clinic for Birds and Reptiles, University of Leipzig, Leipzig, Germany Patricia Macwhirter BVSc (Hons), MA, FACVSc Principal, Highbury Veterinary Clinic, Burwood, Victoria, Australia Glenn H. Olsen DVM, MS, PhD Veterinary Medical Officer, US Department of Interior, US65 Patuxent Wildlife Research Center, Laurel, Maryland, USA Frank Pasmans DVM, PhD, MSc University of Ghent, Belgium Michael Pees DrVetMed, Dipl ECAMS Clinic for Birds and Reptiles, University of Leipzig, Leipzig, Germany Patrick T. Redig DVM, PhD Associate Professor and Director, The Raptor Center, University of Minnesota, St Paul, Minnesota, USA Ian Robinson BVSc, Cert. SAP, MRCVS International Fund for Animal Welfare–UK, London, UK Andrew Routh BVSc, MRCVS Senior Veterinary Officer, Veterinary Department, London Zoo, Regents Park, London, UK Stephanie Sanderson MA, VetMB, MRCVS Veterinary Manager, Chester Zoo, Upton-by-Chester, Cheshire, UK Linda Timossi DrVetMed Clinica Veterinaria Valcurone, Missaglia, Italy Thomas N. Tully, Jr BS, DVM, MS Dipl ABVP (avian), ECAMS Professor Zoological Medicine, School of Veterinary Medicine, Louisiana State University, Baton Rouge, Louisiana, USA Amy B. Worell DVM, Dipl ABVP (avian) Director, All Pets Medical Centre, West Hills, California, USA xiii Introduction The editors and authors are pleased to bring you this 2nd edition of the Handbook of Avian Medicine. In the introduction to the 1st edition, we stated that the specific purpose of the text was to provide a resource for the vet- erinary student, general practitioner and allied staff who have an interest in treating the avian patient. We, as contributors, feel that this goal was accomplished, but much has happened regarding the advancement of avian medicine in the 8 years since the publication of that 1st edition. What has not changed in that 8 years is the never- ending need for up-to-date basic information for the increasing number of veterinary students, veterinarians and allied staff seeking expertise in the field of avian medicine. Advances in this edition are the inclusion of all colour images and clinician’s notes. Colour images are not only pleasing to the eye but often are important in evaluating patients and sample materials collected. Clinician’s notes are important highlighted tips (indi- cated by the flying bird icon in the margin) that will give the reader rapid access to information relevant to the case in question. More tables, highlighted by col- our background, are resources to make text referencing quick and easy. We have tried to fulfil a need with this text by calling on the worldwide expertise of our authors and editors. The multi-authored content utilizes the international expertise of the avian veterinary community. This clini- cally oriented text again focuses on the basic compo- nents of avian medicine at the beginning, progressing to group-specific chapters. If a veterinarian treats birds it is very likely that the specialty is not confined to one order: this text covers canaries to ostriches. As an underlying teaching text it allows for teaching and practice of sound avian medicine. There is a new chapter in this edition that goes into the development of avian species. The first chapter will give readers an understanding of the formation of these wonderful animals. The next five chapters cover the basic medical information needed to treat avian spe- cies in a veterinary hospital. Again this information has been updated to incorporate the latest in technologicaland scientific advances. As stated in the first edition, the focus of the text is on introductory material and the average companion animal practice. If you are a veteri- nary student or see between one and five birds a week, this text is for you. The information in this book will allow the veterinarian a comfort zone of knowledge in order to evaluate, treat, and/or refer. Only through knowledge and confidence in the vet- erinary skills provided will the general public trust in medical care for their birds. Competent veterinary skills start with the basics, knowing what one can do and what one’s limitations are regarding avian practice. We hope this book provides a resource of avian medical information for veterinarians to formulate the educated medical decisions that the bird-owning public has come to demand. Our wish is for this book to reach veterinarians, allied technical staff, and veterinary students, who need it the most. It has been a pleasure compiling the infor- mation contained in the 2nd edition of the Handbook of Avian Medicine, and we feel the authors have pro- vided the veterinary community with the most up-to- date basic avian information for the successful hospital. Thomas N. Tully, Jr Gerry M. Dorrestein Alan K. Jones xiii 1 CHAPTER 1: THE DEVELOPMENT OF AVIAN SPECIES The development of avian species Fossil evidence since the 1800s has suggested that birds are descended from reptilian ancestors. More recent evi- dence places avian species as descendants of the thero- pod dinosaurs, the bipedal group that also gave rise to the iconic predators Velociraptor and Tyrannosaurus. Based on phylogenic criteria birds should be considered a subgroup of the class Reptilia, albeit a specialized and very successful subgroup, rather than being a class of their own. A working knowledge of the ongoing debate on how birds evolved is helpful in making sense of the ways in which modern birds are structured, how they function and the diseases they contract. If a species is to survive and multiply, evolutionary change needs to confer immediate advantage for the next generation. Key events in the emergence of birds from reptiles have included the development of feath- ers along with changes in thermoregulation, reproduc- tion, nesting behaviour, respiration, renal function, vision and musculoskeletal structure. Bird bones are fragile and do not preserve well, so it is not surpris- ing that there are gaps in the fossil record, particularly from the Mesozoic era. Currently known and dated bird fossil species do not grade linearly from one to another in stratographic context. However, workers have analysed primitive and more modern features of Mesozoic birds (Chatterjee 1997) and in so doing have constructed a cladogram based on a single, most parsimonious tree (Fig. 1.1). By comparing this clado- gram with dated fossils it is possible to construct a broad picture of avian evolution with some confidence. Knowledge about the palaeogeographical history of the earth, the species and ecosystems existing when early birds began to emerge, and the biomechanics of flight are all important in understanding bird evolu- tion (Table 1.1; Figs 1.2, 1.3, 1.4, 1.5; Boxes 1.1, 1.2). Key sources for the model described here are listed in the references, but this is an active area of research and details are changing and becoming refined as more material emerges. The amniote egg Since multicellular organisms first emerged on earth some four billion years ago, periods of gradual diversifi- cation of life-forms have been punctuated with periods of abrupt extinctions (De Duve 1995). In the Carboniferous period (Fig. 1.2), from around 360 mya, crocodile- shaped amphibians called labyrinthodonts dominated Patricia Macwhirter 1 a landscape vegetated with primitive psilophytes and horsetails. The continent of Laurasia, which included Europe and parts of North America, had emerged from the sea, moved south and coalesced with the southern continent of Gondwana to become a single land mass, Pangaea. Life-forms between the two land masses inter- mingled, enabling a vastly increased pool of natural vari- ation and selection pressures that favoured organisms able to reproduce independently of an aquatic environ- ment. In this context the amniotes emerged. These were vertebrates that produced eggs containing specialized membranes that provided the developing embryo with a liquid environment, gave oxygen in exchange for carbon dioxide, stored food as yolk and isolated nitrogenous waste (Box 1.3). The earliest amniotes were anapsids without any lat- eral openings on the side of the cranium posterior to the orbit. Tortoises and turtles have been traditionally clas- sified as members of the Anapsida. Independently from primitive anapsids the synapsids (mammals) evolved with a single lower opening on the skull posterior to the orbit and the diapsids (reptiles) evolved with two lateral openings, one above the other. These openings allowed for larger, more powerful jaw muscles for chewing and capturing prey. Birds subsequently evolved an avidiap- sid cranium in which the two lateral cranial openings merged into a single opening, allowing for cranial kine- sis (i.e. movement of the upper jaw relative to the brain case) (Figs 1.9 and 1.10). Mesozoic birds Approximately 250 mya, a wave of global extinctions occurred, wiping out large amphibians over most of Pangaea and marking the end of the Palaeozoic era (Table 1.1). Descendants of the small reptiles survived and evolved to fill a wide range of ecological niches as the warm humid climate of the Mesozoic era pro- gressed. These included the progenitors of turtles, liz- ards and snakes as well as the archosaurs, a group that gave rise to the crocodile family, the pterosaurs and the dinosaurs (Box 1.4; Fig. 1.13). Precisely when ‘birds’ first emerged is an open ques- tion. Molecular evidence (Table 1.2), places the emer- gence of birds at around 183 mya, a date consistent with most fossil finds, except for Protoavis texensis, a Texan bird fossil putatively dated c. 225 mya. Whatever the outcome of this debate, timing would depend on HANDBOOK OF AVIAN MEDICINE 2 which features were included in the definition of ‘bird’. Phylogenetic analysis and analysis of fossils with pos- sible pro-avian features suggest that birds are embed- ded in the bipedal dinosaur class Theropoda, probably descendant from the Maniraptora, a group that also gave rise to dromaeosaurs. A dromaeosaur with a bird- like furcula (clavicle) has been found in Montana but theropod dinosaurs occurred across Pangaea, and there- fore a Eurasian or American origin for the earliest birds could both be consistent with existing fossil evidence (Chatterjee 1997, Martin 2002) (Fig. 1.14). Possible evolutionary steps between ectothermic rep- tiles and the wide diversity of endothermic, flighted and non-flighted avian species of today have generated much speculation. Critical bio-geographical events since the early Mesozoic era when feathered reptiles made their first appearance in the fossil record have included: l the gradual break-up of Pangaea and Gondwana due to tectonic plate movement l the expansion of winged insects and emergence of flowering plants, c. 120 mya Protoavis Enantiornithes Hesperornithiformes Ichthyornithiformes Neornithes Archaeopteryx Aves Ornithothoraces Pygostylia Ornithurae Carinatae 1 2 3 4 5 Fig 1.1 Aves cladogram. 3 CHAPTER 1: THE DEVELOPMENT OF AVIAN SPECIES l the Cretaceous–Tertiary (‘K-T’) boundary disaster that marked the end of the Mesozoic era, possibly due to a meteor crash near present-day Mexico, c. 65 mya l La Grande Coupure – the separation of South America and then greater Australia from Antarctica with resultant circumpolar currents, global cooling and increased winds, c. 33 mya l the establishment of the Panama land bridge, c. 2.5mya, reconnecting North and South America l ongoing sea level changes l fluctuating climates l the emergence and global expansion of mammalian species, especially pinnipeds, felids, canids and humans. For any species, evolution is not linear but rather a continuum of a much-branching tree. Genome, life- time behaviours (‘flock culture’) and landscape weave together to create a future that, in time, becomes the past. Some signposts along the journey may be marked in the fossil record. Evidence of other changes comes from current geographical distribution, anatomy, physi- ology and behavioural patterns of present-day species. Stages in the emergence of modern birds that have been reflected in the fossil record are described below. Stage 1 – a bipedal stance, swivel wrist joint and long forelimbs (Maniraptora/Dromaeosaurs) Members of the Maniraptora family, the prime ancestral dinosaurs for modern birds, were small agile carnivores that probably hunted in packs and were adapted for running and climbing. This was reflected in the bipedal stance they shared with other theropod dinosaurs as well as unique characteristics including swivel wrist joints, lengthened forelimbs and caudally directed pubic bones. Their rigid stiffened tails could be used as a prop when climbing vertical trunks while skin folds on their fore- arms might assist in clinging to branches when ascend- ing trees or if parachuting down from branches to other Table 1.1 Earth’s palaeogeological timeline (authorities vary regarding exact dates) Geological era Period Epoch Commenced – million of years ago Cenozoic Quaternary Holocene 0.01 Pleistocene 1.6 Tertiary Pliocene 5 Miocene 23 Oligocene 36 Eocene 53 Palaeocene 65 Mesozoic Cretaceous 145 Jurassic 205 Triassic 250 Palaeozoic Permian 290 Carboniferous 360 Devonian 405 Silurian 436 Ordovician 510 Cambrian 560 Proterozoic Siberia China P angaea Fig 1.2 Late Carboniferous circa 290 million years ago. The joining of land masses to form the single continent of Pangaea may have favoured the emergence of reptiles from amphibians around this time. Reptiles, including their descendants the birds, utilize insoluble uric acid as their key waste product in the protein breakdown and lay amniote eggs containing specialized membranes to keep toxic waste products away from the sensitive developing embryo. These developments, which are fundamental to both reptile and bird physiology, allowed reptiles to hatch eggs away from water and to take advantage of new land-based ecological niches. HANDBOOK OF AVIAN MEDICINE 4 branches or to the ground (Fig. 1.15). Dromaeosaurs are currently known only from Cretaceous fossils but are considered to be of greater antiquity. They had skeletons with these additional basic features: l skull – numerous teeth, a rigid upper jaw, diaspid openings on their skull l vertebral column – tall neural spines on their cervical vertebrae, a flexible thorax and a long tail l pelvis – separate ilium, ischium and pubis and a broad, footed pubis l pectoral girdle – broad scapula, fused scapulocoracoid, short coracoid, flat sternum l forelimb – separate carpal and metacarpal bones with 3 digits and a phalangeal formula of 2-3-4 l hindlimb – separate tibia, tarsal and metatarsal bones. Compared with other theropod dinosaurs, dromaeo- saurs were small and the pubic foot of the pelvis was caudally, rather than cranially, directed. Compared with their larger, more land-bound relations, these fea- tures may have been adaptations that helped them to climb and manoeuvre up trees and shrubs which would have better enabled them to escape predators and take advantage of a rich, emerging aerial food source, the G o n d w a n a L a u r a s i a Fig 1.3 Late Jurassic circa 150 million years ago. Most molecular and fossil evidence points to the emergence of feathered birds in the Jurassic period, probably less than 185 mya. Primitive fossil finds have come from marine and freshwater wetlands in Europe (Archaeopteryx) and Asia (Confuciusornis). The single exception is a controversial fossil, Protoavis from Texas, a bird with remarkably advanced features but putatively dated to over 220 million years ago, in the Triassic. See text. Tethys Sea Fig 1.4 Late Cretaceous circa 65 million years ago. Birds were present globally before the K-T boundary extinction event of around 65 mya. Enantiornithines, Hesperornithiformes and Ichthyornithiformes were wiped out, along with all other dinosaurs, except for the Neornithes, the group to which all modern bird families belong. Fossil and molecular evidence suggests that the southern hemisphere was probably the place of origin of the Neornithes and that, for most bird orders, global repopulation and expansion in the Tertiary originated from this region. Land connections from Antarctica to South America, to Australia and, via island chains, to Africa were critical in this repopulation. 5 CHAPTER 1: THE DEVELOPMENT OF AVIAN SPECIES Fig 1.5 Oligocene circa 30 million years ago. La Grande Coupure, the great cut of around 35–33 mya saw South America and then Australia unzipped from Antarctica and circumpolar currents beginning to flow. This was associated with global cooling and increased winds. While almost all orders of modern birds had emerged before this time, these climatic conditions would have favoured endothermic metabolism and flight and facilitated global expansion of modern birds. flying insects. The flat-toed, digitigrade structure of both dromaeosaurs and early fossil birds suggests they leaped, waded, walked or ran on two legs rather than perched on small branches as practised by their more curved-toed avian descendants. In common with other theropods, most birds have the phalangeal formula of 2-3-4-5 with absence of the fifth digit. Stage 2 – add feathers for insulation and gliding (Troodontids/Aves/Archaeopteryx) In general, ectotherms are at an advantage in hot cli- mates where food sources are scarce. Endotherms perform better when the climate is cooler and food is abundant. Winged insects pre-date the emergence of birds. Such insects, along with aquatic creatures, could have provided an abundant food source for birds in the warm wetlands of the Triassic and Jurassic periods (Fig. 1.3). In the swampy areas where early bird fossils have been found, they perhaps leaped or hang-glided, using long necks and faces, with their mouths still contain- ing reptilian teeth, to catch flying prey. Their forelimbs remained free to balance and perform other functions. Aerial agility and acute vision would both have been advantageous to feathered proto-avian species such as the troodontids (Long & Schouten 2008) (Fig. 1.16). Feathers do not appear to be modified scales but rather emerged among the theropod dinosaurs as inde- pendent tubular structures that became progressively more complex. Feathers, hair, nails and scales all grow by proliferation and differentiation of keratinocytes which die and leave behind deposited masses of keratin, fila- ments of protein that polmerize to form solid structures. Feathers are made of beta-keratins, which are unique to reptiles and birds. Skin and the outer sheath of growing feathers are made of alpha-keratins, which are found in all vertebrates (Figs 1.17, 1.18). Insulation, balance and perhaps buoyancy, rather than flight, may have been key initial benefits that feath- ers provided. This is demonstrated in the wide diversity of species of feathered theropod dinosaurs that have recently emerged from the fossil record in China (Prum & Brush 2004) (Fig. 1.19). Archaeopteryx, a bird that lived on the islands that comprised Europe around 150 mya, is one of the earliest HANDBOOK OF AVIAN MEDICINE 6 Giardia is a flagellate parasite associated with ‘cow plop’ diarrhoeal syndromes in birds and mammals. The two ‘eye-like’ nuclei that can be seen when examiningthe protozoan microscopically are haploid, each containing a single complement of chromosomes (Fig. 1.7). This contrasts with the double complement of chromosomes typically seen in a single nucleus when meiosis, sexual reproduction, has been fully completed. Meiosis, sexual reproduction, was an important evolutionary step that emerged over 600 million years ago (mya) and facilitated Box 1.1 Biomechanics of flight For birds or planes there are four forces involved in flight: lift, weight, thrust and drag. An aerofoil, such as a wing, has a cambered or convex upper surface with a concave, less cambered or flat lower surface. It is thicker at the front or leading edge and narrows towards the rear or trailing edge. As the aerofoil moves through air, relative airflow is created across the top and bottom surfaces. Because the top surface is convex the air travelling over the top surface must travel a greater distance relative to that of air travelling under the wing. The pressure on the top surface of the aerofoil is therefore reduced, producing the upward force lift to oppose the downward force of weight produced by gravity acting on the airframe or bird’s body. Thrust is the force that moves the airframe forward. In planes it is produced by the propeller; in birds it is produced by the downstroke of the wing, with the outer primary feathers being twisted and tilted downward and outward in relation to the direction of the airflow and ‘swimming’ through the air. Thrust is opposed by drag, the force produced by resistance of the airframe, or bird’s body, to the airflow. In volant (flying) birds an evolutionary trend has been toward design features that facilitate flight by improving lift and thrust while reducing weight and drag (Fig. 1.6 – aerofoil wing). Relative airflow Dynamic pressure Chord line Static pressure Downwash Bemoulli’s Theorem: Dynamic pressure + static pressure = total pressure As dynamic pressure increases, static pressure decreases Fig 1.6 Aerofoil cross-section (see Box 1.1). Box 1.2 Emergence of sexual reproduction avian fossils identified; its features were transitional between the Maniraptora and birds and it is thought to be a relic species. Critically, it had typical flight feath- ers, each with a long, tapering central shaft (rachis) and broad, flexible, asymmetric vanes. The vane on the leading edge of the feather was thicker but narrower than the vane on the trailing edge, giving a typical aerofoil shape. The tail was long and bony but feathered bilaterally. 7 CHAPTER 1: THE DEVELOPMENT OF AVIAN SPECIES In pectoral girdle structure, relative to the non-flying dromaeosaurs, Archaeopteryx’s scapula was strap-like and formed a flexible joint set at an acute angle with a larger, caudally reflexed coracoid. The glenoid cavity was located laterally and the biceps tubercle was large and cranial. There was no sternum, rather a series of gastralia behind the coracoids, but there was a rudimentary fur- cula (‘wish bone’) (Fig. 1.20). Dromaeosaurs, troodontids and Archaeopteryx all had swivel wrist joints and two long and one shorter finger on their hands. All had teeth and long bones with thin cortices (see Fig. 1.27). In Archaeopteryx the brain mixing of genetic material between organisms and vastly increased variation from one generation to the next. In birds, females are heterogametic (XY or ‘ZW’), while males are homogametic (XX or ‘ZZ’). Avian sperm, such as the budgerigar sperm illustrated in Figure 1.8, often have elongated heads and may be seen in droppings. They should not be mistaken for flagellates. Fig 1.7 Giardia (see Box 1.2). Fig 1.8 Budgerigar sperm (see Box 1.2). Box 1.3 Which came first, the chicken or the egg? The first amniote eggs were laid some 300 million years before the first chickens hatched out. The novel use in the amniote egg of a partially pervious, calcium-impregnated shell along with insoluble uric acid as the key metabolic pathway to isolate nitrogenous waste has had far-reaching effects on the anatomy, physiology and disease processes in birds and reptiles compared with other vertebrates. Although modern bird eggs have harder shells, the internal structure of the egg has remained much the same as that of early eggs studied from the fossil record. Figs 1.9 and 1.10 Jugal bar fixation in a sulphur-crested cockatoo. Streptostyly is a sliding action of the quadrate bone pushing the jugal bar cranially which in turn pushes the upper jaw so that it pivots around a craniofacial hinge joint and opens the upper jaw independently of the lower. In this bird the jugal bar dislocated, preventing the bird from closing its upper jaw. The problem was resolved by extending and manipulating the beak around a soft rod. HANDBOOK OF AVIAN MEDICINE 8 Tarsal joint structure is an important distinguishing feature between the Crurotarsi group from which crocodiles descend and the Ornithodira from which pterosaurs, theropod dinosaurs and birds descend (Fig. 1.11). The former have a rotary crurotarsal joint between the astragalus (tibiotarsal) and calcaneum (fibular tarsal) bones with a heel on the calcaneum and a plantigrade stance. In the Ornithodira, the astragalus and calcaneum are fused and form the proximal end of a mesotarsal hinge joint opposing the distal tarsal bones. Stance is digitigrade (standing on the toes, without a heel) (Fig. 1.12). was enlarged and the ascending process of the jugal bar reduced so that there was partial confluence of diapsid openings on the lateral skull allowing for large eyes sur- rounded by a ring of scleral ossicles and partial stereo- scopic vision. Probably to help cushion landings, the femur was 80% of the size of the tibia, and the tibia, fibula and proximal tarsal bones were partially fused, as were the distal tarsal and metatarsal bones. The hallux (first digit) was reversed. Pectoral girdle struc- ture did not allow for a triosseal canal through which the supracoracoideus muscle could pass to elevate the wing. Consequently Archaeopteryx could run and glide freely but manoeuvrability would have been poor, powered flight rudimentary and taking off from the ground would have been difficult. Confuciusornis, a pigeon-sized bird fossil found in rock formations in north-east China dating to the Jurassic– Cretaceous boundary (c. 145 mya), showed contour feath- ers, suggesting that the bird was endothermic. In common with Archaeopteryx, Confuciusornis had a retroverted pubis and a reversed hallux. It also had a large premax- illa with a nasofrontal hinge and an edentulous (toothless) Fig 1.12 Pododermatitis. Because birds stand on their toes and do not have a ‘heel’, they can be prone to pressure sores, calluses and secondary infections on their feet and legs. These most commonly occur on the interdigital pad or (if the bird ‘squats’) the plantar surface of the intertarsal joint (see Box 1.4). Walking or perching on rough or hard substrates, obesity, restricted exercise and diets low in vitamin A are predisposing factors that should be avoided. Astragalus Tibia Tibia Heel Calcaneum Calcaneum Calcaneum Digits i ii iv iii v Crurotarsal (rotary) joint (Crocodyliformes) Mesotarsal (hinge) joint (theropod dinosaurs and Aves) Distal tarsal Fibula Femur Tibia Tibiotarsus Astragalus Digits i ii iv iii v Calcaneum Distal tarsal Tarsometatarsus Fibula Femur Plantigrade stance Digitigrade stance A B Fig 1.11 Comparative tarsal joint structure (see Box 1.4). Box 1.4 Tarsal joint structure in the Crurotarsi and Ornithodira 9 CHAPTER 1: THE DEVELOPMENT OF AVIAN SPECIES beak. Its hands showed unfused carpal elements, long fingers and long curved claws, suggesting it was a good climber. Its tail was short with long tail feathers allowing increased manoeurability in flight. Stage 3 – add stereoscopic vision, brain development and asupracoracoideus pulley for rudimentary powered flight (Ornithothoraces/ Protoavis) While fossilized bird remains are sparse, possible tracks dating to the late Triassic and early Jurassic have been found in Africa, Europe and North America, suggesting that birds may have been global species before Archaeopteryx. Protoavis, a species that lived in North America, controversially dated c. 225 mya, was ahead of its time when compared with Archaeopteryx and other Mesozoic bird fossils, so much so that some scien- tists doubt its validity. It had a spring-like furcula joined ventrally by a hypocleidium, dorsally directed glenoids, strut-like coracoids and a sternum. Rudimentary trios- seal canals formed at each shoulder at the confluence of the furcula, coracoid and scapula, through which could pass the pulley-like supracoracoideus muscles which were used to elevate the wings. These features all sug- gest that this bird was capable of limited powered flight (Fig. 1.21). Fossil feathers for Protoavis have not been found but knobs identified on the ulna suggest they existed in life. There were three carpal and four sepa- rate metacarpal bones. Protoavis had large eyes, stereoscopic vision, a par- tially toothed beak and an avidiaspid cranium that allowed a nasofacial hinge joint to open by the action of the quadrate bone pushing the jugal bar, much as it does in modern birds. Olfactory lobes were reduced but the cerebrum, optic lobes and cerebellum were increased and a visual Wulst bulge (thought to be involved with prehensile abilities and eye–foot coordination) could be identified on the dorsal cerebrum. Also like modern birds, the number of cervical vertebrae was increased, bones were pneumatic and the bodies were saddle- shaped (heterocoelous), enabling the head to be moved in all directions and the beak to be used as a univer- sal tool. At rest the neck was S-shaped so that the head could be retracted back close to the centre of gravity (Figs 1.22 and 1.23). The tail was long, enabling control of pitch and roll on a level course of flight but making turning, climbing or diving difficult. Fig 1.13 An extended family gathering: a great egret (Ardea alba), plumed whistling ducks (Dendrocygna eytoni) and a crocodile, on the banks of the Yellow River, Kakadu, Northern Territory, Australia. Archosaurs gave rise to crocodilians, pterosaurs and dinosaurs. Birds descend from dinosaurs. As pterosaurs and non-avian dinosaurs became extinct around 65 million years ago, crocodiles are now birds’ closest living relative. Table 1.2 Dating estimates for early avian divergences based on molecular data calibrated with penguin/stork fossils at 62 mya (after Harrison et al 2004) Groups mya Palaeognaths/neognaths 101 Ratite/tinamou 84 Ostrich/other ratites 75 Gallianseres/Neoaves 90 Magpie goose/duck 1 goose 66 Owl/other neoavians 80 Passerines/other neoavians 80 Oscines/suboscines 70 Falconiformes/parrot 72 Shorebirds/penguin, stork 74 Penguin/stork 62 (fixed) Birds/crocodilian 183 Archosaurs/turtles 199 HANDBOOK OF AVIAN MEDICINE 10 Protoavis showed fusion of the ilium and ischium caudally, features that would have strengthened the pel- vis and helped to withstand the impact of landing from a height. There were renal fossas indicating that the kid- neys were streamlined into the pelvis. The ischium and pubis were open ventrally without a symphysis, which would allow the passage of large, hard-shelled eggs. On the tibia there was a cranial cnemial crest as in modern birds, but the tibia was not fused with fibula and proxi- mal tarsal bones to form what we call the tibiotarsus. The distal tarsal bones were not fused with the metatarsal bones. The foot was ansiodactyl with a large, opposable, Allosaurs Ornithomimosaurs Dromaeosaurs Archaeopteryx Other birds Ceratosaurs Theropoda Tetanurae Coelurosauria Maniraptora Aves 1 2 3 4 5 Fig 1.14 Cladistic relationships of the major groups of theropod dinosaurs (after Gauthier 1986). 11 CHAPTER 1: THE DEVELOPMENT OF AVIAN SPECIES fully reversed hallux indicating Protoavis had a grasping foot with a capacity for both walking and climbing. Stage 4 – add a locked coracoid-scapula, a carpometacarpus, an alula and a pygostyle for manoeuvrability (Pygostylia/Enantiornithines) This group of birds first appeared in the fossil record in Cretaceous times around 120 mya (Fig. 1.4). The proximal coracoid formed a peg to fit into the socket of the scap- ula, locking in a solid airframe configuration against which wings could flap. The tail was reduced to a short pygostyle from which tail feathers emerged. The carpal and metacarpal bones fused to form major and minor carpometacarpi and the alula (Fig. 1.24). Pelvic forma- tion utilized the ilium and ischium fused posteriorly to enclose a large ilioischiadic fenestra. This constellation of features improved manoeuvrability and capacity for powered flight and controlled landings. By the time Enantiornithines became widespread, Pangaea had fractured and the continents were moving apart. However, these birds were not confined to single land masses as they would have been able to use their ability to fly, wade and/or swim across water to reach other land masses. Some genuses included: Enantiornis leali, the type species from Argentina, Avisaurus from North America, Iberomesornis from Europe, Nanantius from Australia and Gobipteryx from Mongolia. Nests of Gobipteryx have been found, showing that some of these birds hatched precocial chicks from eggs incu- bated in the ground. Flightless land birds allied with the Enantiornithines, such as Patgopteryx from Patagonia, also emerged in the fossil record from the late Cretaceous period. The wings were highly atrophied; the ilia formed a pelvic shield with the synsacrum while posteriorly the ilia and ischium separated without enclosing an ilioischiadic fenestra. A large antitrochanter was present on the rim of the acetabulum, the femur was robust and the distal tarsal and metatarsal bones fused to form the tarsometa- tarsus. These features resemble present-day ratites. Stage 5 – add ossified uncinate processes to the ribs to strengthen the ‘fuselage’ and more pelvic fusion (Ornithurae/Hesperornithiformes) The Hesperornithiformes were flightless, foot-propelled diving birds whose stronghold was an inland sea that bisected North America in late Cretaceous times. The Hesperornithiformes and several other species of toothed birds were first described in 1880 by O.C. Marsh in an excellently illustrated text that attracted Charles Darwin’s praise (Fig. 1.25). Hesperornis, the best-known genus, parallels modern loons and grebes in many skeletal fea- tures and the possession of salt glands. It was a much larger bird than its modern counterparts, about 2 metres long, covered with soft, hair-like plumaceous feathers. Like many subsequent species that evolved in geographi- cally isolated areas in the absence of predators, it did not fly. The uncinate processes on the ribs were ossified. The Fig 1.15 A goanna (Varanus varius) climbing vertically up a tree trunk. Pro-avian dinosaurs had long tails and long fingers on their hands. As demonstrated by this goanna in a picnic ground in South Eastern Australia, these anatomical features could have enabled them to climb up tree trunks with ease. A patagial fold between the wrist and the shoulder in pro-avians may have served as an elastic band to keep the animal close to the trunk when climbing upwards as well as slowing speed and softening their landing if parachuting down from a height. Fig 1.16 A darter (Anhinga melanogaster) with wings outstretched, Kakadu, Northern Territory, Australia. Early birds could have also used this behaviour for camouflage, protecting their nests or drying feathers before advances in barbule configuration in the feathers improved waterproofing. Warm wetland areas, suchas this, are the habitat in which early birds are believed to have evolved. HANDBOOK OF AVIAN MEDICINE 12 synsacrum was enlarged with the incorporation of more than eight vertebrae and the pelvic elements were fused, with the ilium, ischium and pubis more or less parallel. These features would help ‘strengthen the fuselage’ for travel through either air or water. As in present-day pad- dling waterfowl, the cnemial crest on the tibia was large (in this case derived from the patella), the femur was short and held horizontal and the paddling leg movement was predominantly a function of the stifle joint. Stage 6 – add a deeper keel bone, a complete triosseal canal and fused tibiotarsus and tarsometatarsus for controlled, powered flight and safer landing (Carinatae/Ichthyornithiformes) Ichthyornis and Apatornis were toothed birds of the late Cretaceous period in North America that were also first described by O.C. Marsh in 1880. They resembled present-day gulls and terns and had expanded brains and salt glands. The sternum had a large carina and there was a triosseal canal, the humerus had an enor- mous deltoid crest and a brachial depression at the distal end. Both the tibiotarsus and the tarsometatarus were fused (Fig. 1.26). Stage 7 – add skull bone fusion (Neornithes/ Gobipipus and modern birds) By the close of the Mesozoic era Enantiornithines were found on all continents, Hesperornithiformes were swim- ming in northern hemisphere seas and Ichthyornithiformes were found along the shore lines. While the location of their ancestral population is unclear, modern birds (Neornithes) in which the individual bones in the skull were fused were beginning to appear globally in the fos- sil record. In North America transitional shorebirds were emerging in coastal areas, and in Eurasia there was Gobipipus, a land bird known from late Cretaceous Mongolia. Its fossilized nests included an egg containing a precocious chick on the point of hatching. In the south- ern hemisphere, swimming off an island near western Antarctica in a shallow marine environment alongside plesiosaurs was Polarornis, the oldest loon (Gaviiformes). As in hair, nails and scales, feathers grow by proliferation and differentiation of keratinocytes. These keratin-producing cells in the epidermis, or outer skin layer, achieve their purpose in life when they die, leaving behind a mass of deposited keratin. Keratins are filaments of proteins that polymerize to form solid structures. Feathers are made of beta-keratins, which are unique to reptiles and birds. The outer covering of the growing feather, called the sheath, is made of the softer alpha-keratin, which is found in all vertebrates and makes up our own skin and hair. Condensation of cells Placode EpidermisDermis Feather growth begins with the placode, a thickening of the epidermis over a condensation of cells in the dermis. The placode then forms a unique elongated tube, the feather germ. Proliferation of cells in a ring around the feather germ creates the follicle (detail below), the organ that generates the feather. At the base of the follicle, in the follicle collar, the continuing production of keratinocytes forces older cells up and out, eventually forming the entire, tubular feather. Feather germ Epidermis of follicle Dermis of follicle Follicle Follicle collar Follicle cavity Dermal pulp Fig 1.17 Feather formation (after Prum & Brush 2004, with permission from Patricia J. Wynne). 13 CHAPTER 1: THE DEVELOPMENT OF AVIAN SPECIES Alongside fossil evidence, evidence from nuclear and mitochondrial DNA hybridization is now placing the ori- gin of modern birds in the late Cretaceous period, with more than 13 extant modern orders emerging prior to the K-T boundary disaster. Tertiary birds The Cretaceous–Tertiary (K-T) boundary, 65 mya, was marked by a global extinction event, thought to have been triggered by a meteorite whose main crash site was in present-day Gulf of Mexico. As with other ani- mals, it is likely that birds living near the impact would have had little chance of surviving the initial explosion, fires and the ensuing long dark winter. Birds living at higher latitudes might have been better adapted to the cool, dark conditions and could provide bird popula- tions from which other areas could be repopulated. The ability to fly, swim, wade or walk would have The outermost epidermal layer becomes the feather sheath, a temporary structure that protects the growing feather. Meanwhile the internal epidermal layer becomes partitioned into a series of compartments called barb ridges, which subsequently grow to become the barbs of the feather. In a pennaceous feather the barb ridges grow helically around the collar until they fuse to form the rachis ridge. Subsequent barb ridges fuse to the rachis ridge. In a plumulaceous feather (not shown), barb ridges do not grow helically, and a simple rachis forms at the base of the feather. As growth proceeds, the feather emerges from its superficial sheath. The feather then unfurls to obtain its planar shape. When the feather reaches its final size, the follicle collar forms the calamus, a simple tube at the base of the feather. Helical growth Rachis ridge Barb ridge Rachis ridge Calamus Newly forming barb ridge Follicle collar Artery Sheath Rachis ridge Barb ridge Fig 1.18 Feather formation (after Prum & Brush 2004, with permission from Patricia J. Wynne). Fig 1.19 Mononykus. There have been a number of finds in recent years of feathered, bird-like theropod dinosaurs. Mononykus, a feathered, non-flighted theropod dinosaur from the late Cretaceous period in China, had avian skull characteristics. Model from the ‘Dinosaurs of China’ exhibition, Melbourne Museum, 2005. HANDBOOK OF AVIAN MEDICINE 14 Fig 1.20 Archaeopteryx. Even when it lived in Europe 150 mya, Archaeopteryx was a relic species. This early bird was not strongly built, it had teeth, separate bony fingers on its hands, no sternum, a long tail and multiple metatarsal bones. However, it also had typical flight feathers, a strap-like scapula set at an acute angle with a large reflexed coracoid and a rudimentary furcula. It was capable of gliding but taking off from the ground would have been difficult. (Engraving by Zittel 1887.) 15 CHAPTER 1: THE DEVELOPMENT OF AVIAN SPECIES Fig 1.21 Pectoral girdle structure in volant birds. Because extended wings have an aerofoil configuration (see Box 1.1), birds can rely on the force of lift to maintain altitude while in flight and they do not need strong muscles to raise their wings on the upstroke. However, they do need strong muscles for the downstroke and to generate thrust. The tendon of the supracoracoideus (deep pectoral) muscle acts like a pulley, travelling from muscle attached to the sternum, through the triosseal canal (see arrow) to insert on the head of the humerus and raise and extend the wing. The overlying superficial pectoral muscle provides power for the downstroke and forward thrust. The strap-like scapula and strut-like coracoid are firmly attached and form part of the triosseal canal. In conjunction with the supracoracoideus, they help to maintain the aerofoil configuration of the wing. The spring-like furcula, the third bone of the triosseal canal, makes the downstroke easier and also provides support for the shoulder. Fig 1.22 Cervical subluxation in a sulphur-crested cockatoo. To compensate for not having hands, birds have long necks with many heterocoeleus (saddle-shaped) vertebrae which enable the head and beak to be moved in all directions and used as a universal tool. This leaves them vulnerable to neck injury, for example as occurred here when this bird caught his head in cage wire then tried to pull it out. Fig 1.23 The cervical subluxation of the sulphur-crested cockatoo was reduced by manipulation and the neck placed in a brace attachedto a body harness (as shown) for several weeks. He made a full recovery. Fig 1.24 Alula. When extended, the alula (‘thumb’) (see arrow) acts as a ‘slot’, maintaining laminar air flow over the dorsal surface of the wing as the bird slows and hence enables a smoother, more accurate landing at slow speeds. aided dispersal. Enantiornithines, Hesperornithiformes and Ichthyornithiformes did not survive the extinction event, nor did the pterosaurs, but Neornithes birds sur- vived and went on to fill ecological niches on land, sea and air across the globe (Figs 1.28, 1.29). Perhaps there were soft tissue differences, for instance in brain development, navigational ability or instinctive behaviour, nesting or migration patterns, that gave the Neornithes an edge over the archaic birds. Both DNA and fossil evidence indicate that all modern birds fall into this monophyletic clade but the bony differences between the Ichthyornithiformes and the Neornithes do not seem to be dramatic enough to account for the HANDBOOK OF AVIAN MEDICINE 16 Neornithes’ global dominance. Neornithes subsequently split into Palaeognathae (the ratites and tinamous) and Neognathae (all other modern birds). Palaeognathae palate structure shows features similar to primitive archosaurs while in the Neognathae there is a develop- ment of a flexible joint between the pterygoid and pala- tine. There are also differences in sternal structure, with the neognaths generally showing deeper carinae enabling stronger flight. Relationships amongst the living orders of neognaths have been problematic to unravel and are still much debated. Present-day southern hemisphere continents now have the largest diversity of endemic bird families (South America: 31, Australia: 15 and Africa: 6) (see Fig. 1.32). Early modern bird fossils from at least five groups, including the stone curlew, penguin, transitional wader and magpie goose/duck, have now been found dating to around 66 mya from Vega Island, off Antarctica. Molecular and palaeogeological evidence dates New Zealand’s endemic parrot and passerine lineages to before the islands’ split from Gondwana, over 80 mya. These findings lend support for a south- ern hemisphere origin for modern birds perhaps around 100 mya. Table 1.2 gives estimates for early avian diver- gences based on molecular data for these groups cali- brated against penguin fossils from North Canterbury, New Zealand dating to 62 mya and supported by the more recent bird fossil finds from Vega Island mentioned above. Land connections between South America, Antarctica and Australia continued from the K-T boundary until c. 35–33 mya, while intermittent, much more tenuous, Fig 1.25 Hesperornis. The Hersperornithiformes were specialized, toothed, flightless, foot-propelled diving birds that lived in northern hemisphere waters in Cretaceous times. Like modern diving birds their bodies were streamlined and strengthened by ossified uncinate processes on the ribs and fusion of vertebrae to form the synsacrum. They had large cnemial crests derived from the patella and paddling leg motion was predominately a function of the stifle joint. The group did not survive the K-T boundary extinction event 65 mya. (From Marsh 1872.) 17 CHAPTER 1: THE DEVELOPMENT OF AVIAN SPECIES island chain connections existed between Antarctica and the east coast of Africa via the Keuguelen plateau over the same period. While still speculative, these connec- tions could have provided a corridor for modern birds to populate Africa and Eurasia from the south after the 65 mya K-T disaster. Alternatively, some orders, such as Strigiformes (owls), may have re-emerged from remnant high latitude northern populations. Fig 1.26 Ichthyornis. The Ichthyorniformes were toothed, gull-like shorebirds of late Cretaceous times in North America. They had many features in common with modern volant birds including a large sternum, a pectoral girdle structure with a triosseal canal, fused major metacarpus and fused tibiotarsus and tarsometatarsus. The group did not survive the K-T boundary extinction event 65 mya. (From Marsh 1872.) Fig 1.27 Left: mammalian long bone. Right: avian long bone. Unlike non-avian reptile bones, bird bones have evolved for lightness and strength: they are pneumatic with thin cortices and wide medullas that are crossed by strategically placed trabeculae for reinforcement. This produces challenges for avian orthopaedic surgeons as such bones splinter easily and do not lend themselves to fixation with plates and screws. On the other hand, bird wings fold snugly against the body. Braille or figure-of-eight bandages and tie-in techniques for fracture repair are some of the procedures that have been developed because of these unique features of avian patients. HANDBOOK OF AVIAN MEDICINE 18 In the warm, subtropical, Palaeocene times (65– 53 mya), the era that followed the demise of non-avian dinosaurs, an ‘evolutionary relay’ seemed to develop as birds and mammals competed for dominance. There are fossil records from France of Gastronis, an early ratite. Strigiformes emerged in North America and bony-toothed Pelicaniformes were found globally. Most spectacularly, giant flightless birds of the Gruiformes (crane, rail and bustard) family rose to become domi- nant herbivores (e.g. Diatryma of North America and Europe) and predators (e.g. the phorusrhacids of South America). As time moved on, these large flight- less birds were vulnerable to emerging apex predators amongst the placental mammals, who could move rap- idly on land, raid nests for eggs and attack the adults with their sharp teeth and claws (Fig. 1.30). Flightless birds disappeared from the fossil record in Eurasia and North America as the placental mammals took over but, as evidenced by the present-day distribution of ratites, flightless birds were able to hold their own on land masses where placental mammal predators had not reached. Stratigraphic evidence suggests that recent-day palaeognaths: l the Tinamidae of South America l the kiwis and extinct moas of New Zealand l the extinct elephant birds of Madagascar l the emu and cassowaries of Australia l the ostrich of Africa and l the rhea of South America derived from smaller ancestors that could, with difficulty, fly/swim or wade across the bodies of water that sepa- rated the southern hemisphere land masses (Fig. 1.31). The distances involved were much shorter than exist today. Of these birds, only ostriches initially co-evolved with large placental mammal predators. Sphenisciformes (penguins), probably derived from a loon-like ancestor, are known only from the southern hemisphere with Antarctica their stronghold. Fossils of giant penguin-like birds have been found in South Australia dating to the Eocene epoch (Vickers-Rich 1996). While loons are known to have been present in Antarctic regions in the late Cretaceous and early Tertiary periods they are now only found in the north- ern hemisphere. Perhaps proto loon species were out- competed by the emerging penguins or pinnipeds (seals) or adversely affected by local climate change. Of the present-day orders of Neognathae birds there is general consensus that the ‘Galloanserae’ were an Figs 1.28 and 1.29 Apart from birds, winged flight has evolved independently in two other vertebrate groups: pterosaurs and bats: In pterosaurs the fifth digit became elongated and supported a membranous skin fold. Pterosaurs did not survive the KT boundary extinction event. In bats, flying mammals that emerged in the Tertiary Period, skin folds form between elongated digits. Photos taken at the British Museum and Melbourne Museum, 2005. Fig 1.30 Florida 2 million years ago. Large flightless land birds related to Gruiformes (cranes and bustards) and Anseriformes (waterfowl) emerged as dominant herbivores and predators following the demise of the non-avian dinosaurs at the time of the K-T boundarydisaster around 65 mya. They became extinct as sharp-toothed placental mammal predators emerged. South America was a later-day stronghold of the giant land birds as it was largely isolated from these placental mammals until the development of the Panama land bridge 2.5 mya. Titanis, illustrated here, moved from South to North America at this time but the species was subsequently wiped out in both places. Illustration by Carl Buell, Florida Museum of Natural History. 19 CHAPTER 1: THE DEVELOPMENT OF AVIAN SPECIES early offshoot and derived from common ancestry. This group includes: l the Anseriformes: screamers of South America, ducks, geese and other waterfowl and l the Galliformes: chickens, quail and pheasants. The remaining Neognathae, the Neoaves, fall into three main groups: 1. The Gruiformes (cranes). 2. The Chardriormorphae, a shorebird-derived complex that, in addition to present-day shorebirds, gave rise to the ‘Ciconiimorphae’: – Phoenicopteriformes (flamingoes) – Ciconiiformes (storks) – Pelicaniformes (cormorants, shags, pelicans) – Gaviformes (loons) – Sphenisciformes (penguins) and the ‘Columbimorphae’: – Turniciformes (button quail) – Pteroclidiformes (sand grouse) – Columbiformes (doves and pigeons) – Psittaciformes (parrots and cockatoos). 3. ‘The land bird assemblage’, which gave rise to: – Opisthocimiformes (hoatzins) – Falconiformes – Cuculiformes (cuckoos) – Musphagiformes (touracos) – Strigiformes (owls) – Caprimulgiformes (goatsuckers, frogmouths) – Apodiformes (swifts and hummingbirds) – Bucerotiformes (hornbills) – Piciformes (woodpeckers) – Passeriformes, which now comprise over half of present-day bird species. The Piciformes were amongst the last modern bird orders to emerge in the fossil record, with first recordings currently dating to the Oligocene epoch, 53–36 mya. La Grande Coupure c. 33 mya Following the K-T crisis, another critical biogeogra- phical event for evolving avifauna was La Grande Coupure – the great cut, so coined by the Swiss pal- aeontologist Hans Stehlin. Beginning about 60 mya, Australia began to unzip itself from Antarctica as tec- tonic plate movement slowly drew the continent north- wards. By 40 mya, India had crashed into southern Asia and the Himalayan mountains began rising, as they continue to do today. The Drake Passage between South America and Antarctica opened c. 35 mya and finally, c. 33 mya, a long submarine rise that stretched from Australia to Antarctica severed, allowing bottom water of the Antarctic circumpolar current to flood between the two continents for the first time. This caused glo- bal cooling and strengthened coastal and trade winds. The effect was magnified as polar ice caps expanded, winds strengthened, temperatures dropped and global cold water currents carried rich marine food sources northwards (Flannery 2000). While present-day orders of birds emerged prior to La Grande Coupure, it was after this time that a dramatic expansion of volant bird families occurred. North and South America were rejoined by the Panama land bridge c. 2.5 mya and with this there was interchange of bird and animal species from the two con- tinents. Large flightless birds made their way briefly to North America from the south but, in the end they were wiped out (Fig. 1.30). Apex placental mammal predators, the large cats, bears and canids, were probably the cause of their extinction. These, however, were exceptions; glo- bally birds thrived under diverse circumstances, including Ice Age conditions during the Pleistocene epoch. Fig 1.31 Mainland and dwarf emus. Fossil evidence suggests that ratites were once found globally, probably descendant from small, flighted ancestors resembling present-day tinamous. In historical times their stronghold has been the southern hemisphere. There have been many examples of island extinctions of ratites coinciding with the arrival of humans, e.g. the moas of New Zealand, the elephant birds of Madagascar and, as illustrated here, the dwarf emus of the Bass Strait Islands of Australia. These emus were isolated when global sea levels rose 14 000 years ago and they developed into dwarf forms on several islands. They were easily caught and became extinct shortly after the arrival of Europeans. This specimen was brought to France as a live bird in 1804 and was stuffed when it died. There are no specimens of dwarf emus left in Australia. (Photo by Elliot Forsyth.) HANDBOOK OF AVIAN MEDICINE 20 The end of the Ice Age brought the global expan- sion of humans, who have had a devastating effect on bird diversity. Around the world, local extinction of bird species has followed the arrival of humans and our domestic dogs, cats, rats, livestock and machines. The scale of these extinctions has been enormous, especially for island populations. It is estimated that over 2000 species of birds have disappeared from the islands of the Pacific since the arrival of the Polynesians and the Europeans. Large flightless birds have been particularly vulnerable. The moas of New Zealand, the elephant bird of Madagascar, and the dodo of Mauritius are just a few examples. Continental birds, like the passen- ger pigeon, Carolina parakeet and great auk, have also suffered extinctions. From a peak of over 12 000 spe- cies before the start of this human-induced crisis there are currently around 9650 living species. The number of avian species worldwide continues to diminish (Fig. 1.33). Behavioural and soft tissue adaptations Fossils can tell only part of the story of avian evolution. Behavioural, urogenital and other soft tissue adaptations were critical in the emergence of structure and function of modern birds. These features leave little trace in the Palaearctic Shares 48 families with the Nearctic. 69 families, 1 endemic Oriental 66 families, 1 endemic Ethiopian 67 families, 6 endemic Australian Approx 83 families, 15 endemic Neotropical 86 families, 31 endemic Nearctic 62 families, 1 endemic Fig 1.32 Present-day global distribution of bird families. South America and Australia currently have the largest number of endemic bird families but fossil evidence suggests birds such as the megapodes and psittacines were formerly present elsewhere. Present-day distribution lends support to a Gondwana/southern hemisphere origin for modern birds. Fig 1.33 Carolina parakeet (Conuropsis carolinensis), the only indigenous parrot species in eastern United States, became extinct in the early 1900s from habitat loss, hunting by farmers who considered them a pest species and possibly from disease. Currently numerous other parrot species throughout the world are also threatened or endangered. Avian veterinarians have a role to play in reversing this trend. Stuffed specimen, Audubon Exhibition, Museum of Natural History, Nantes, France, 2005. stratographic record, so estimation of the time of emer- gence of these features can be difficult. However, they are reflected in anatomy, physiology, behaviour, diver- sity and distribution of present-day bird species. 21 CHAPTER 1: THE DEVELOPMENT OF AVIAN SPECIES Reproductive adaptations Birds’ reptilian ancestors had two ovaries and laid large clutches of eggs (Fig. 1.34). These eggs were incubated in nests on the ground in warm, moist conditions and gave rise to precocial young. Crocodilians still nest in this manner. For early birds, using body heat to shorten the incubation time (and later developing specialized brood patches) would have been an advantage in reduc- ing risk of predation and enhancing survival of their young, particularly in cool climates. It would have also favoured birds having small clutches to incubate against the parents’ bodies. Ducks or swans that nest in reeds or build floating nests might be a model for this type of incubation. Alternatively, feathered, partially endother- mic avian ancestors may have nested in burrowsas, for example, some penguins (another ancient avian family) do today (Kavanau 1987). The ability of early birds to use their own body heat to speed up the incubation process may have been advantageous in the short term in enabling birds to make use of nest sites in tree hollows, branches or bushes. The evolution of avian incubation also required a change in egg structure to enable the embryos to survive in con- ditions with lower humidity (Fig. 1.35). Laying small clutches of eggs individually rather than as a simultaneous clutch, as in reptiles, eliminated a need for two ovaries and birds’ bodies could be aerodynamically streamlined to contain a single ovary and oviduct. The emergence of medullary bone lay-down of calcium in egg-laying females would have assisted this process. Flight and the avian reproductive ‘package’ developed hand in hand (Figs 1.36, 1.37, 1.38). Eggshell structure For both birds and reptiles an excretory system based on the production of insoluble urates (rather than soluble urea) enabled waste material to be compart- mentalized within the egg but away from the develop- ing embryo in a non-toxic form. The development of insoluble urates gave birds the capacity to lay eggs that could survive out of water. Both the non-avian thero- pod dinosaurs and the Enantiornithines produced egg- shells with an internal mammillary layer composed of numerous, tightly packed conical knobs. External to this was the thicker, squamate or spongy zone com- posed of calcite crystals arranged on a protein matrix. Neoaves also have these layers, but in addition there is also an external zone composed of smooth, shiny, pro- tein cuticle and the spongy zone has vertical palisades separated by minute pore canals. With these innova- tions, modern bird eggs were less prone to desiccation and parent birds were better able to exploit nesting sites above the ground (Fig. 1.39). Fig 1.34 Radiograph of turtle on the point of lay. Reptiles lay large clutches of soft eggs concurrently and the eggs are incubated in soil. Avian ancestors evolved to lay eggs one at a time as birds would not be able to fly and carry such a large number of eggs internally. (Photo by Anne Fowler.) Fig 1.35 Cockatiels with an egg. Endothermy and feathers enhanced the capacity for birds to incubate eggs against their bodies compared with their dinosaur ancestors. Dinosaur nest-protecting behaviour could have gradually become modified into egg-incubating behaviour. Smaller clutch sizes would allow eggs to be incubated against the body and the incubation period, and hence the risk of nest predation, to be reduced. Brood patches, vascular areas that develop on the ventrum of egg- incubating birds, also assist in maintaining warmth and shortening the incubation period. HANDBOOK OF AVIAN MEDICINE 22 While primitive birds hatched large, downy feathered, precocial young (as evidenced by Gobipipus, ratites, Anseriformes and Galliformes), it is possible for altri- cial (small, featherless, helpless) chicks to be produced from smaller eggs relative to the size of the adult bird. For some species, benefits of this appear to offset the greater parental care required to rear altricial young (e.g. Columbiformes, Psittaciformes and Passeriformes). Respiratory adaptations Crocodilians have multi-chambered lungs with com- plex, branching bronchi leading into high-density parenchyma. There is neither diaphragm nor alveoli. Birds also lack a diaphragm and have air capillaries rather than alveoli and there is extensive development of the air sacs which provide a reservoir of air for release into the air capillaries and into pneumatic bones. These features generally make for lighter bodyweight and efficient respiration, both of which are cornerstones for leaping, running, swimming or flight. Penguins and emus have paleopulmonic parabronchi in which airflow is caudocranial, unidirectional and linked with air sacs. Other birds also have neopulmonic parabron- chial networks, in which airflow is bi-directional, in addition to paleopulmonic parabronchi. Birds’ abdomi- nal muscles and intercostal muscles act as a diaphragm for the whole coelomic cavity with both inspiration and expiration. The cone-shaped skeletal torso of modern birds appears to function as a bellows-like apparatus in Fig 1.38 Radiograph, medullary bone lay-down and a collapsed egg. As a means to store calcium to satisfy their high metabolic calcium requirements during egg laying, birds have evolved a mechanism for oestrogen-dependent medullary bone lay-down (‘polyosteotic hyperosteosis’). Increased long bone density is seen in both normal, reproductively active females as well as those showing pathology, such as illustrated here. In males it may be an indication of an oestrogen- producing Sertoli cell tumour of the testicle. Figs 1.36 and 1.37 Egg binding in a lorikeet. Compared with their dinosaur ancestors, laying eggs one at a time and having smaller clutch sizes would have facilitated parent birds being able to fly to seek food while caring for their offspring. However, large, heavily calcified eggs that can be incubated above ground without desiccation can also be difficult to pass, as shown with this egg-bound lorikeet. Warmth, calcium and fluid therapy are medical treatments that can be helpful to relieve egg binding from a large egg. If not resolved, egg implosion or salpingotomy may be needed to treat the reproductive problem. 23 CHAPTER 1: THE DEVELOPMENT OF AVIAN SPECIES breathing while at the same time streamlining and light- ening birds’ bodies for swimming, gliding or flight. Digestive adaptations Avian digestive systems reflect diet diversity, weight con- straints of powered flight and evolutionary origin. For example, while all present-day birds lack teeth, large caeca are present in the Galliformes and Anseriformes (closely related, generally herbivorous, families) but are reduced or absent in Columbiformes, Psittaciformes and Passeriformes. In the absence of teeth, a muscular ven- triculus with grit is used as an alternative for grinding food. ‘The flight package’ of modern birds In volant birds the centre of gravity needs to be below the extended wings rather than above them. With rota- tion of the coracoid to the front of the chest and the scapula to the flat of the back, the glenoid socket of the scapulo-humeral joint moved to a dorsolateral position. This positioning of the scapula facilitates the attachment of the wing and it is also seen in mammalian climbers, including primates. However, in the avian model the scapula is strap-like, narrow and fixed, compared with the broad triangular scapula of climbing animals. Once in flight, birds do not require strong muscles to raise their wings as lift performs this function, but they require strong muscles for the down beat – a function performed by the superficial pectoral muscles. The tendon of the deep pectoral muscle (supracoracoid) passes through the triosseous canal and inserts on the humerus, thereby assist- ing in lift by adjusting curvature of the dorsal aerofoil surface of the wing through an indirect effect on the patagial membranes and by altering the angle of attack of the wing. In addition to the change in the centre of gravity, reduction and fixation of the scapula and emergence of the supracoracoid/triosseous canal pulley system, skeletal refinements useful for flapping flight in birds include: l swivel carpal joints for wing folding l the enlargement of the coracoid l development of flight feathers with asymmetrical, closed pennaceous vanes l enlargement of the ulna to which secondary wing feathers attach l fused clavicles forming the furcula l pneumatic bones l fusion and strengthening of bones of the limbs, spine and synsacrum l development of the alula l shortening of the tail to become the pygostyle l development of uncinate processes on the ribs l development
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