Research Article
Mediterranean Marine Science
Indexed in WoS (Web of Science, ISI Thomson) and SCOPUS
The journal is available on line at http://www.medit-mar-sc.net
DOI: http://dx.doi.org/10.12681/mms.423
This work was presented at the “10th Hellenic Symposium on
Oceanography and Fisheries” held in Athens on 7th-11th May
2012, organized by HCMR.
Use of morphological differences for the identiication of two picarel species Spicara lexuosa
and Spicara maena (Pisces: Centracanthidae)
G. MINOS1, A. IMSIRIDOU1 and G. KATSELIS2
1
Alexander Technological Educational Institute of Thessaloniki, Department of Aquaculture & Fisheries Technology,
P.O. Box: 157, GR-63200, Nea Moudania, Greece
2
Technological Educational Institute of Messolonghi, Department of Aquaculture & Fisheries Management,
GR-30200, Messolonghi, Greece
Corresponding author: gminos@otenet.gr
Received: 9 April 2013; Accepted: 5 July 2013; Published on line: 17 September 2013
Abstract
The recognition and identiication of the two species of Spicara genus (Spicara lexuosa, picarel and Spicara maena, blotched
picarel) is dificult, due to a systematic confusion until now. In this work a number of external morphometric features (ten body
ratios) are evaluated for their diagnostic possibilities. According to Principal Component Analysis results, the body ratios head
length to standard length, head height to head length and the ratios of two body heights, indicated that these characters were not
related to the maturity stage of the species. The discriminant analysis based on the above body ratios, indicated a rather high level
of discrimination (83.2%) of the examined samples for two species. The results are discussed, and possibilities for improvement
of the identiication methodology for the two species are proposed.
Keywords: Centracanthidae, spicara, multivariate analysis, morphometric.
Introduction
Species that belong to the genus Spicara occur in
shallow rocky and muddy bottoms throughout the Mediterranean and the Black Sea, in the Atlantic from Portugal to Morocco and around the Canary Islands (Froese
& Pauly, 2013). These species contribute to isheries in
inshore areas of the Greek seas (Mytilineou & Papaconstantinou, 1991; Stergiou et al., 2011), and represent a
major proportion of the total catch for coastal isheries in
Croatia (Dulcic et al., 2000). On the other hand, they are
the common by-catch of coastal isheries in the Mediterranean (especially those operating bottom trawlers) with
low commercial value (Ragonese et al., 2004).
The genus Spicara has posed numerous identiication
problems and consequently many different species have
been described, leading to a variety of synonyms. This
fact was attributed to marked variations in coloration related to the effects of sexual dimorphism (reinforced by
the protogynous hermaphroditism sex inversion) and colour changes due to the state of sexual maturity (Pollard
& Pichot, 1971).
According to the review of Pollard & Pichot (1971),
the old classiication distinguished two genera, Maena
and Smaris that subsequently were distinguished into two
genera Maena and Spicara and inally were fused into
a single genus Spicara, which comprises three species:
26
Spicara maena (Linnaeus, 1758), Spicara smaris (Linnaeus, 1758) and Spicara chrysalis Valenciennes, 1830,
which is a synonym of Spicara lexuosa Rainesque,
1810 (Tortonese, 1975).
In literature, there was a systematic confusion about
whether S. maena and S. lexuosa are the same (Tortonese, 1975; Eschmeyer, 2013; Froese & Pauly, 2013) or
different species (Vasiliev, 1980; Papakonstantinou,
1988; Golani et al., 2006; Vasil’eva, 2007; Imsiridou et
al., 2011). The above conlict is maintained till today; although karyological studies (Vasiliev, 1980) as well as
genetic studies (Chiba et al., 2009; Imsiridou et al., 2011;
Turan, 2011) undoubtedly prove that S. maena and S. lexuosa are two different species. Assuming that S. maena
and S. lexuosa are two different species, identiication is
possible using meristic and morphometric characteristics
(Tortonese, 1986; Fischer et al., 1987; Rizkalla, 1996).
Multivariate analysis, on a set of phenotypic characters, is regarded as a powerful technique for the determination of morphological relationships among different
populations of a species (Claytor & MacCrimmon, 1988;
Corti & Crosetti, 1996; Vidalis et al., 1997) and for investigating taxonomic problems among species (Spain et
al., 1980; Karakousis et al., 1991; Iliadou et al., 1996;
Katselis et al., 2006). It also creates the mathematical
foundation for the development and support of new tools.
The development of specialized software tools such as
Medit. Mar. Sci., 14/3, 2013, SPECIAL ISSUE, 26-31
TPS-dig software, version 1.37 (Rohlf, 2003) offers the
possibility of taking measurements of an item, on a digital photo. These tools are predominantly used in ichthyology nowadays. Despite the beneits, they have limitations
associated with the quality of the extracted information.
If a ish photo is to be used for determining the species,
the recognition characters should be clearly identiiable
and measurable.
The aim of this study is to evaluate the similarity/
dissimilarity of S. lexuosa and S. maena species, using
easily distinguishable morphometric characters. A second aim is to develop a mathematical background for
the diagnosis of the two species, using the multivariate
analysis of morphometric characters.
Materials and Methods
Fish Samples
Specimens were collected by professional ishermen
in the Thermaikos Gulf (40o 23’ N; 22o 50’ E), Northern
Aegean Sea. Individuals of S. maena were collected with
purse seine nets (20 mm mesh-size stretched), in 25-35
m depth on sandy bottom with Posidonia oceanica beds,
while those of S. lexuosa were collected with pots (metal frame lined with a wire mesh, box shaped 80x60x30
cm, mesh size 20 mm). Pilchards were used as bait and
the pots were set at 25-35 m depth, on sandy or muddy
bottoms, with parts covered with hard substrate. The advantages of these ishing gears (purse seines and traps)
are that they capture a wide range of ish length from a
speciic ish population and area, either encircling shoals
of ish or baiting individuals that are seeking shelter or
food. In contrast, other ishing gears such as static gill
nets and bottom trawls are selective on the range of ish
length caught, and sweep a broader area. Individuals of
S. maena and S. lexuosa were randomly collected from
March to August 2008, a period which coincides with
their spawning season (Tortonese, 1986; Karidas et al.,
2009, 2011). Specimens were identiied according to the
characters of the identiication keys (Tortonese, 1986;
Fischer et al., 1987).
These characters are easily distinguishable and visible on
a ish photo, and some of these have been used to identify
the two species (Fischer et al., 1987; Lythgoe & Lythgoe,
1992; Golani et al., 2006). All measurements were made
to the nearest 0.1 cm with electronic vernier caliper; for
paired structures only the left structure value was taken.
After measuring, ish were dissected and the gonads
were removed and observed for sex identiication. Sex
and maturity stage of gonads were determined macroscopically according to the scale of Nikolsky (1963),
slightly modiied to it the characteristics of the gonad
stages of maturity of the picarels (Vidalis, 1994). Total
weight of body (W) and weight of gonads (Wg) were
measured to the nearest 0.1g, and the Gonadosomatic Index (GSI=100*Wg/W) was calculated.
To minimize any variation resulting from allometric
growth, all morphometric measurements were standardized according to Reist (1985):X’i,j = logXi – b . (logTLj – logTLi)
where X’i,j is the standardized measurement of the i morphometric character; logXi is the mean logarithm of i
morphometric character measurement; TLj is the total
length of the individual j; logTL is the logarithm of the
mean total length of pooled individuals and b is the slope
of the logX against logTL plot. Also, the anti-logarithms
of standardized measurements and their ratios were estimated. Finally, the t-test was used (Zar, 1999) to identify
whether there were any statistically signiicant differences between the species for each character ratio.
Principal component analysis (PCA) was used to test
the contribution of the morphometric characters ratios
and logarithm of GSI, to the coniguration of ish shape
variance (Hair et al., 1998). To elucidate the differentiation of the species, forward stepwise discriminant analysis (DA), on the characters based on the generalized Mahalanobis distance, was used, to determine the similarity
between groups and the ability of these variables to identify the specimens correctly (Hair et al., 1998).
In order to identify any signiicant differences
among the sex per species groups (immature, males and
females) on the scores of each extracted canonical vari-
Morphometric Analysis
A series of measurements was recorded on each
specimen, for six (6) distance characters (Fig. 1). Speciically, Total Length (TL) is deined as the distance from
the tip of the nose to the longest caudal in ray, Standard
Length (SL) as the distance from the tip of the nose to the
end of the vertebral column, Head Length (HL) as the
distance from the tip of the nose to the posterior margin
of the opercula, Head Height (HH) as the distance from
the lower end to the upper end of the head, Maximum
Body Height 1 (MBH1) as the vertical distance from the
anterior part of the dorsal in and ventral part of the body
and Maximum Body Height 2 (MBH2) as the vertical distance from the dorsal in and ventral part of the body.
Medit. Mar. Sci., 14/3, 2013, SPECIAL ISSUE, 26-31
Fig. 1: Measurements that were taken on picarel and blotched
picarel individuals. TL: total length; SL: standard length; HL:
head length; HH: head height; MBH1: body height in the origin
of dorsal in; MBH2: maximum body height.
27
ables (CaV), analysis of variance (ANOVA) was applied.
Furthermore, the Tukey HSD test was applied, to check
which sex per species differs from each other. Also, to
minimize any variation resulting from the maturity stage
of individuals, the morphometric ratios that related with
the GSI were excluded from the discriminant analysis.
All statistical analyses were performed with the SPSS PC
ver. 10 software package.
Results
Eight hundred and eighty eight (888) individuals
were examined for morphometric analysis (9.9-84.3 g
total body weight; 9.6-18.1 cm total length). From the
above, two hundred and ninety nine (299) individuals of
S. maena (11.6-18.1 cm total length) and ive hundred
and eighty nine (589) individuals of S. lexuosa (9.6-18.1
cm total length). Summary statistics and t-test results are
shown in Table 1. Signiicant differences for all exam-
Table 1. Summary statistics for total length (TL), Gonadosomatic index (GSI) and ratios among the morphometric characters,
estimated after the Reist (1985) standardization. X: mean value (cm); SD: standard deviation; Min-max: minimum and maximum
value (cm); N: number of individuals; IM: immature individuals; M: males and F: females.
Character
Spicara maena
Spicara lexuosa
N=299 (IM=0; M=78; F=221)
N=589 (IM=174; M=269; F=146)
X
SD
min-max
X
SD
min-max
TL
15.37
1.09
11.6-18.1
GSI
0.08
0.05
0-0.37
HL/SL
0.28
0.01
HH/SL
0.24
0.01
MBH1/SL
0.30
MBH2/SL
HH/HL
14.10
1.80
9.6-18.1
13.1
<0.05
0.01
0.02
0-0.24
23.2
<0.05
0.25-0.31
0.29
0.01
0.27-0.33
18.4
<0.05
0.21-0.29
0.24
0.01
0.19-0.31
5.1
<0.05
0.02
0.25-0.34
0.27
0.01
0.24-0.36
20.3
<0.05
0.30
0.02
0.26-0.35
0.27
0.01
0.22-0.32
24.8
<0.05
0.86
0.04
0.75-1.02
0.81
0.04
0.67-1.00
17.9
<0.05
P
MBH1/HL
1.05
0.06
0.87-1.21
0.93
0.04
0.79-1.11
29.0
<0.05
MBH2/HL
1.06
0.06
0.93-1.22
0.93
0.04
0.73-1.08
33.0
<0.05
MBH1/HH
1.22
0.07
0.97-1.45
1.15
0.05
0.90-1.40
16.2
<0.05
MBH2/HH
MBH2/MBH1
1.24
1.01
0.07
0.04
1.03-1.49
0.93-1.17
1.15
1.01
0.06
0.04
0.92-1.34
0.72-1.23
17.8
4.5
<0.05
<0.05
Table 2. Results of principal components analysis (PCA) and
factor loadings for each morphometric variable on the four extracted PCA factors (Fi), after varimax normalized rotation.
Factors
Variance
F1
F2
F3
F4
Eigenvalues
5.668
2.416
1.382
1.094
% of Variance
43.25
23.09
15.15
14.52
Cumulative %
43.25
66.34
81.49
96.00
Character
GSI
HL/SL
0.67
0.22
0.35
0.07
-0.23
0.08
-0.96
-0.05
HH/SL
0.07
0.95
-0.29
-0.08
MBH1/SL
0.86
0.45
-0.08
-0.23
MBH2/SL
0.83
0.38
-0.05
0.39
HH/HL
0.24
0.89
0.38
-0.04
MBH1/HL
0.83
0.34
0.39
-0.16
MBH2/HL
0.80
0.28
0.40
0.34
MBH1/HH
0.90
-0.34
0.18
-0.18
MBH2/HH
0.79
-0.35
0.18
0.46
MBH2/MBH1
0.00
-0.09
0.04
0.99
28
t-test
ined ratios of morphometric characters among the species, were shown (t-test>5; df= 887; P<0.05).
The PCA analysis extracted four factors with eigenvalues>1, explaining 96% of the variance (Table 2). Using
a cut-off value of 0.6 for the factor loadings, factor 1 (F1)
expressed characters associated with the maximum body
height to length ratios and gonadosomatic index, factor 2
(F2) expressed variables associated with the head height to
head length and to standard length ratios (HH/HL and HH/
SL respectively). Finally, factor 3 (F3) expressed variables
associated with the head length to standard length ratio
(HL/SL), while factor 4 (F4) expressed variables associated with the maximum body height ratio (MBH2/MBH1).
The discriminant analysis (DA) on the HL/SL, HH/SL,
HH/HL and MBH2/MBH1 presented one canonical variable
(CaV) which contributed overall to the variance (the expressed characters by factor 1 were excluded, due to their
relation to the maturity stage of each ish). The characters
of primary importance in distinguishing species were HL/
SL and HH/HL. The discriminant function (DF) was:
DF = –134.03 – 539.8 . (HH/SL) + 384.4 . (HL/SL) +
175.2 . (HH/HL) + 6.96 . (MBH2 / MBH1)
Medit. Mar. Sci., 14/3, 2013, SPECIAL ISSUE, 26-31
The discriminant function identiied the membership
(classiication) of individual ish in the data to one of
the two species, with a success rate of 83.19%. The percentage of correctly identiied S. maena and S. lexuosa
individuals was 64.5% and 92.7%, respectively (Table
3). The frequency distribution of discriminant function
scores for two species is shown in Figure 2. The 77% of
S. lexuosa individuals were given DF<0, while the 83%
of S. maena were given DF>0 (Fig. 2). The DF scores
differ signiicantly between sexes per species (ANOVA;
df=4.804; F=162; P<0.05). On the other hand, no signiicant differences appeared among sexes on the same
species (Tukey HSD test; P>0.05) (Fig. 3).
Discussion
The morphometric characters (phenetic characters)
derive from the composite effect of genotype and environmental factors, and they are under the inluence of
natural selection (Dobzansky, 1970). It is certain that
parameters related to the allometric growth of ish and
the timing of the sampling (feeding activity and maturation), could pose some major limitations for the study of
morphological relationships between species. This study
attempted to minimize variances caused by these parameters through the common sampling period, as well as
the transformation of the original measurements (Reist,
Table 3. Results of discriminant analysis classiication showing the percentage of specimens classiied in each species.
Predicted species
Spicara maena
Spicara lexuosa
Total individuals
Spicara maena
64.5
35.5
299
Spicara lexuosa
7.3
92.7
589
Species
Fig. 2: Frequency distribution of discriminant function scores of the irst extracted canonical variable for S. lexuosa and S. maena.
Fig. 3: Box and Whisker plot (min-max, 95% values. Mean, SD) of the discriminant function scores of the irst extracted canonical
variable for male, female and immature individuals of S. lexuosa and S. maena. Groups that they do not differ statistically (Tukey
HSD test; P>0.05) are indicated with the same letter, a or b.
Medit. Mar. Sci., 14/3, 2013, SPECIAL ISSUE, 26-31
29
1985). It also attempted to remove the characters which
are related to the maturity stage of ish, from the analysis.
The analysis of the morphological variability
presented here, indicated signiicant differences in
external shape between the two species (Table 1). The
ratios of body measurements indicated that the individuals
of S. maena are characterized by shorter/higher head and
deeper body than those of S. lexuosa. These indings
are in agreement with those of other authors (Pollard
& Pichot, 1971; Tortonese, 1986; Fischer et al., 1987;
Lythgoe & Lythgoe, 1992; Miller & Loates, 1997; Golani
et al., 2006). Some authors have used the relation between
head length and maximum body height, to identify the
two species. The head length is equal or greater than the
body height in S. lexuosa, while the head length is shorter
than the body height in S. maena (Fischer et al., 1987;
Lythgoe & Lythgoe, 1992; Golani et al., 2006). Although
our results are conirmed by the above indings, the fact
that the ratios of the body height (MBH1/HL, MBH2/HL,
MBH1/HH, MBH2/HH, MBH1/SL, MBH2/SL) apart from
the ratio of MBH2/MBH1, are related to the maturity stage
of species (Table 2), decreases the discrimination ability
of these characters.
In substitution of these recognizing characters,
our results proposed that the ratios of a) head length to
standard length (HL/SL) as F3, b) head height to head
length (HH/HL) as F2, c) head height to standard length
(HH/SL) as F2 and d) the ratio of the two body heights
(MBH2/MBH1) as F4, show low association (<0.35) to the
species maturity stage (GSI), since the factor loadings of
F2, F3 & F4 are 0.22, 0.35 and 0.07 respectively (Table
2). The discriminant analysis based on these characters
indicated a rather high level of species identiication.
Indeed, 83.2% of the examined specimens could be
distinguished and classiied correctly in the two species.
Moreover, the loadings of discriminant function (linear
results of these characters) were not related to the
sexual dimorphism of the species (Fig. 3) and could
thus constitute a more reliable tool for identiication of
the two species than the ones used today. Consequently,
they can be a reliable tool for the identiication of the
two species. The sharpness of the characters as well as
the high discriminative values (>83%), provide a great
possibility to be used for identiication of the two species
from the new technologies.
The relatively small percentage of non-discrimination
(16.8%) of the above characters, can be overcome by
more general information about the species such as
differences in certain biological aspects i.e. spawning
period and sexual behaviour (Tortonese, 1986; Fischer
et al., 1987; Lythgoe & Lythgoe, 1992; Dulčić et al.,
2000; length of sex reversal: Lepori, 1960; Relini et al.,
1999; Dulčić et al., 2000; Karakulak et al., 2007; Karidas
et al., 2009, 2011), body colour pattern (Lythgoe &
Lythgoe, 1992; Louisy, 2002; Karidas et al., 2009), and
external morphology (Fischer et al., 1987; Lythgoe &
30
Lythgoe, 1992; Louisy, 2002; Golani et al., 2006). Also,
the fact that S. maena and S. lexuosa are two different
species is reinforced by an anatomical character, which
is present in S. maena: well-developed teeth on the
vomer (Tortonese, 1986; Lythgoe & Lythgoe, 1992).
Additionally, each species prefers different habitats, with
S. maena inhabiting sandy - muddy Posidonia beds down
to about 100 m., while S. lexuosa appears on sand or
muddy bottoms, with rocky particles down to about 130
m (Tortonese, 1986).
In conclusion, the results from the morphometric
analysis revealed discrimination between S. maena and
S. lexuosa, based on four body proportions that derive
from ive easily identiiable morphological characters
(HH, HL, SL MBH1 and MBH2). The above characters
could be used by information technology for developing
new species recognition tools. In any case, these indings
contribute to the improvement of the identiication
methods for the two species, based on external features.
Acknowledgements
We would like to thank Theofanis Karidas and Nikos
Argiridis for their valuable help in ish collection and
measurements, and Alexandra Dara for her help as far
as the English language is concerned. We also thank the
anonymous reviewers for their useful comments and suggestions.
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