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Abstract
Taxonomists, ecologists, geneticists or researchers from other biological fields who
wish to adopt fish as a constituent of their studies often become discouraged when they
find that ichthyology is a complex subject. In fish-based studies, the failure to recognize
fishes as distinct biological units can lead to wrong diagnosis. Hence, this review paper
attempts to clarify and discuss the latest schools of thought pertaining to fish taxonomy
and the techniques for species identification. It is hoped that the contents and
illustrations in this paper will assist researchers in laying a good foundation to inform
their studies.
1-Faculty of Science, Universiti Tunku Abdul Rahman, Jalan Universiti, Bandar Barat,
31900 Kampar, Perak, Malaysia.
*Corresponding author's Email: gideonkhoo@utar.edu.my
55 Keat-Chuan Ng et al., A Review of Fish Taxonomy Conventions and Species Identification …
However, researchers who wish to rules, and yet set out to conduct fish-
adopt fish as a major or minor component based studies and publish papers. Since
of their studies will be discouraged when they lack field experiences, many are
they discover that ichthyology is not an unaware of distinctive fish characteristics
easy subject, more so fish taxonomy. such as phenotypic polymorphisms,
Also, it is a common knowledge that there sexual dimorphism and behavioural
is already an acute shortage of fish divergence due to the regional speciation
taxonomists and finding a fish taxonomist process (Waugh, 2007). Failing to
to assist in a study is often difficult. Such recognize such exceptions can lead to
is the same case with many other taxa. wrong species diagnosis. Some
Since fish diversity can be high, researchers restrict themselves to
especially in tropical countries, a laboratories, ornamental fish and
taxonomist is typically overwhelmed with aquaculture farms, and their specimens
constant scientific name revisions, field may look very different from the wild
collection expeditions and managing a type which the scientific name was
museum. Moreover, taxonomy cannot be derived from. Ideally, it is advisable to
commercialized and it sees very little treat a selective bred variety raised in
funding in many countries. Thus, the artificial conditions differently.
discipline rarely attracts students or can Otherwise, publication with nomenclature
sustain career taxonomists in the errors will be perpetuated through citation
universities. Such a problem has caused and cause a chaotic situation.
taxonomic errors in published papers and In lieu of concerns highlighted, this
the condition is now widely known as the review attempts to provide a concise
“taxonomy impediment” (Wheeler et al., introduction to this complex but important
2004; de Carvalho et al., 2007). It is often field. To understand fish as a biological
said that the discipline of taxonomy unit, the readers should also have some
would be extinct earlier than most background in zoology. Our objective is
endangered species. not to polarize techniques for fish
On hindsight, the advancement of identification because we are convinced
molecular, computerized and statistical that each technique has its merits. Their
techniques have led many to believe that shortcomings will, however, be discussed
“species” can be easily characterized by to assist researchers in making sound
nucleotide sequences, software and judgments and decisions.
mathematical calculations, and the This paper reviews and discusses
knowledge in taxonomy is no longer taxonomic concerns of freshwater species
needed. Ebach and Holdrege (2005) warn that belong to the Actinopterygii class,
us that there are a growing number of and we assume that readers have some
researchers who have never wet their feet familiarity with ray-finned fish anatomy
in the rivers to observe species or build and the common species. Given that a
competency in applying nomenclature picture is worth a thousand words, we
57 Keat-Chuan Ng et al., A Review of Fish Taxonomy Conventions and Species Identification …
believe that taxonomy can be easier to clustering species that looked similar
master if the reader is provided with because they believed that these species
detailed scientific illustrations and colour share a common biological lineage. In the
images. This review is by no means mid-18th century, the evolution hypothesis
comprehensive but we hope it will set a was a new and strange concept.
good foundation for those who wish to Eventually this was proven to be factual
make a competent start in species-level in the advent of modern molecular and
research. genetic assessment technologies. In
general, today, there is a consensus
Why are there do many species? among scientists that all species on Earth
Teleost species form the largest category are interlinked with a hierarchical and
among vertebrate animals and their evolutionary tree with millions of
numbers have reached more than 32,500 branches. Each branch itself is a
valid marine and freshwater species under representation of the natural history of a
515 families (Nelson, 2006). In the global particular species and its pedigree. But
context, there are roughly 11,952 of why did the branches have to extend and
freshwater species (Helfman et al., 2009). multiply in the first place? What causes
Ricklefs (2004) suggests that competition the divergence?
and mutualism among species have an When gene flow among populations is
effect on species abundance while Wright interrupted by natural (e.g., geographic
et al. (2003) speculate that species barriers created by earthquakes) or
diversity is the result of productivity from artificial means (e.g., man-made barriers
available “energy” in a particular region. in aquaculture farms and dams), two types
If a region lacks energy (e.g., low food of speciation will occur, namely allopatric
availability in the desert), species richness speciation and sympatric speciation
is typically low. However, in the case of (Butlin et al., 2016) (Fig. 2). Allopatric
fish, MacArthur’s (1969) hypothesis speciation occurs when a population is
seems to be the most probable as he separated by a barrier and such isolation
suggests that species diversity is prevents the two or more sub-populations
accelerated if there are more areas to host from mating. Given time, the lack of gene
suitable habitats. The hypothesis flow among the sub-populations will
corresponds with the reality today as large cause biological incompatibility and
freshwater regions seem to demonstrate divergence would be triggered (Mayr,
more genera and species, for example the 1959; Turelli et al., 2001; Singh 2012).
Neotropical region (705 genera, 4,035
species) compared to the Australian
region (94 genera, 261 species) (Leveque
et al., 2008) (Fig. 1).
Early taxonomists, namely Linnaeus
and Darwin, had started cataloguing and
Journal of Survey in Fisheries Sciences 4(1) 2017 58
Figure 1: Major freshwater fish Eco regions encompassing 1,054 rivers as classified by the Fish-
SPRICH database (Source: Brosse et al., 2012).
Figure 3: Species from each family have a similar morphological profile to provide identification
clues (Source: Adapted from Rainboth, 1996).
How species are named and why its scientific name Trichogaster leeri is a
In Latin, species means “a kind, unique name and there is no chance that
appearance and quality”. Depending on the name may be mistaken with other
locality, people have various vernacular species. Ideally, a scientific name may
and common names for a fish species. For even tell something about the species' key
example, the common names Pearl characteristics (Fig. 5), its habit,
Gourami, Diamond Gourami and Mosaic discoverer and perhaps the location where
Gourami all refer to the same species. it was first found.
Therefore, the use of common names can
be confusing and misleading. However,
Figure 5: The species name Leptobarbus rubripinna is derived from Greek word “leptós” which
means thin or slender, and the Latin word “barbus” meaning barbel. Rubripinna
originates from the Latin words “ruber” and “pinna” which mean red and fin,
respectively.
the species it most likely belongs to but when submitting a manuscript for peer
the designation is still marred by review, it would be wise to countercheck
unresolved taxonomic issues or more the journal's submission instructions on
work is needed to be completely sure. how to quote the target species.
Alternatively, the term “aff.” is sometimes
added between the scientific name when a Species identification at the
specimen cannot be matched to any morphological level
species known to science, or it is a new Since humans learnt how to hunt fish,
species that is yet to be named. The term species were identified based on some
is a short form of “affinis” in Latin which simple anatomical features. Observation
means “akin to”. The insertion of “aff.” is of specimen anatomy and differentiating
to associate the possibility of a new fish species based on their morphological
species with the closest species (e.g., features is the most practical, rapid and
Rasbora aff. elegans). low cost method. Besides experienced
It would be advisable to describe the local fisherman and fish mongers, people
genus, species, author and year in full who live by the river or wetland would
when a species name is expressed as part learn to identify fishes at a young age.
of a manuscript title, or the first time it is This is due to knowledge and memory
written in the manuscript. The author(s)’ acquired from long-term observation or
name(s) who first coined the binomial through oral tradition maintained by
name and year of publication should be elders. Such traditional knowledge has
included (e.g., Cyprinus hyperdorsalis been interweaved into modern
Nguyen, 1991) because it is a good ichthyology by many researchers
practice to ensure the manuscript author is (Calamia, 1999; Drew, 2005; Stacey et
explicitly referring to a species described al., 2008; MacLean et al., 2009; Ferreira
by a particular taxonomist in a particular et al., 2014), and the term for it is
year. The author’s name is typically “traditional ecological knowledge” (TEK)
enclosed in parentheses when the genus is (Berkes et al., 2000). For those keen in
no longer the original one used. taxonomy, however, there is a need to
Alternatively, the author’s name is adopt a more precise and sound approach.
enclosed within parenthesis when a Fish identification is the most
species has been transferred from the important component in any fish-based
original genus in which it was first study and acquiring reasonable
described; e.g. Cyprinus melanes (Mai, competency always begins with the study
1978). This puts the author and the reader of fish anatomy. Fundamentally, fish
in a safer position because literature that species have to “go with the flow”. It is
adopts fish as a subject can be flawed by apparent that the anatomy of fish is
synonyms and obsolete species’ names. It shaped by the physical properties of
should be noted that the author citation is water, the essential liquefied medium in
treated differently in various taxa. Also, which the fish adopts as habitat. Water is
Journal of Survey in Fisheries Sciences 4(1) 2017 64
dense but holds relatively small amounts and it forms the main body that lies
of oxygen which affects fish respiratory between the head and caudal (Fig. 6). In
function. Water also absorbs light in most species, the trunk is narrowed down
higher intensity than air which affects fish at an area called the caudal peduncle
visual capacity. Water can flow fast or not where it is connected to the caudal fin,
at all, and this affects how fishes which is a prominent feature on the body
manoeuvre in water. Such a complex and of a fish.
fluid environment calls for special Body flexure attained by contractions
adaptations to live in and fishes have of the myomeres and thrust from fins is
evolved precisely to fit in. responsible for fish propulsion. Fin shapes
In general, most biological adaptations and sizes vary tremendously and they are
in fish occur in the body, mouth, fins, skin used for stabilizing, reversing, stopping,
coloration and reproductive traits. The descending, ascending and manoeuvring.
body of a bony ray-finned fish comprises In morphometric (Figs. 7 and 8) and
3 sections; the head, trunk and caudal or meristic identification of fishes, the
tail. The head is a region from the mouth positions of fins, numbers and types of
tip to the posterior edge of the gill cover. ray or spine composition are useful (Figs.
The trunk contains the abdominal cavity 9, 10 and 11).
Figure 6: An example of key morphological features of a species from the Cyprinidae family
(Source: Adapted from Rainboth, 1996).
Figure 7: Common morphometric data collected for fish identification (Source: Adapted from
Rainboth, 1996).
65 Keat-Chuan Ng et al., A Review of Fish Taxonomy Conventions and Species Identification …
Figure 8: Common measurements between key points to construct patterns that quantify
morphometric variance between species (Source: Adapted from Strauss and Bookstein,
1982).
Figure 9: A close-up view of fin rays which epitomises fish under the Actinopterygii class.
Journal of Survey in Fisheries Sciences 4(1) 2017 66
Figure 10: An example of fin positions and ray structures of a fish with a contiguous dorsal fin.
Figure 11: A specimen from the Gastromyzon genus with specialized suctorial pectoral fins and
fused pelvic fins for adhering to substratum rocks in riffles.
There are two fundamental types of fin “ribbon-fins” (Curet et al., 2011), and
rays, namely the true spinous rays and what makes them so special is that the
soft rays that form the framework for fins. entire stretch of the anal fin is actuated by
Spinous rays are stiff and typically muscles along the body length. In eels, a
unbranched, and they are located in a ribbon-fin may be present but the caudal
single fin’s anterior part while soft rays fin is almost absent and they rely mostly
consist of longitudinal supports and are on snake-like rectilinear locomotion for
typically branched. Even so, there are swimming.
exceptions. Some species like the Most bony fishes have homocercal
Silurichthys indragiriensis and Wallago caudal fins that can be forked, rounded,
attu propel themselves forward or truncated, and other symmetrical and non-
backward by wavelike flexure of long symmetrical forms (Fig. 12). Generally,
anal fins. Ichthyologists call these fins fishes with tapered body and fins are
67 Keat-Chuan Ng et al., A Review of Fish Taxonomy Conventions and Species Identification …
proficient in high-speed propulsion in fast As expected, scale counts are crucial for
flowing waters while fish with rounded fish identification (Fig. 14). Some genera
body and fins are associated with low- such as Clarias, Mystus and Ompok are
speed movement in slow waters. without scales, but they are no less
Mouth form and position also vary vulnerable. The skin of scaled and scale-
greatly among fishes (Fig. 13). In most less fishes also secretes mucus to function
fishes, the mouth is located terminally at as a sealant or protection against
anterior tip of the head (e.g., Pristolepis infection, and to reduce hydraulic friction
spp. and Oreochromis spp.), but in some while swimming.
others it may be inferior (beneath the Evidently, some of the most interesting
snout, e.g., Pangio spp.) or superior features of fishes are their pigmentation
(upturned, e.g., Belodontichthys dinema) patterns (Fig. 15) which can be used as
depending on their feeding habits. critical references for taxonomic
Generally, terminal mouths belong to identification purposes. Body colouration
species that prefer to bite or seize their is indeed an interesting subject in the
prey while those with inferior mouths are context of fish as a biological indicator.
bottom feeders. Insectivorous fishes such Like all animals, fishes cannot synthesize
as the archer fish (Toxotes spp.) typically pigments. They have to ingest colourant
have superior mouths and they feed on pigment like carotenoids from the food
insects that fall on the water surface. they consume within their habitats, and
Some freshwater species like the river these can include fruits, insects and
pipefish of the genus Doryichthys have a phytoplankton (Grether, 2000). This can
tubular mouth to suck food from crevices. reflect their foraging tendencies, habitat
Most fishes have protective scales health and especially the presence of
which vary greatly in size, structure, insect diversity as a rich source of
squamation (scale coverage), pigments. Many studies have shown that
arrangement, sequence and colouration. fish mating behaviour is affected by
Scientifically, scales of teleost fishes can pigment availability from feeding habitats
be classified into the placoid, cosmoid, and this, in turn, affects mate choice and
elasmoid and ganoid categories (Sudo et population abundance (Endler, 1980;
al., 2002). Teleost scales possess Basolo, 1990; Houde, 1997; Blount et al.,
outstanding hydrodynamic properties and 2003).
provide a resistant layer to protect fishes
from injury (Bruet et al., 2008). Scaled
skin is also known to play a critical role in
supporting fish locomotion by
synchronizing wave propagation (Long et
al., 1996), and by accumulating potential
energy like tendons (Hebrank and
Hebrank, 1986) for swimming efficiency.
Journal of Survey in Fisheries Sciences 4(1) 2017 68
Figure 12: Common caudal fin shapes (Source: Adapted from Rainboth, 1996).
Figure 14: Common meristic data collected by taxonomists (Source: Adapted from Rainboth, 1996
and Ambak, 2012).
69 Keat-Chuan Ng et al., A Review of Fish Taxonomy Conventions and Species Identification …
Figure 15: Common terms used to describe body markings and patterns on a representative
teleost.
Journal of Survey in Fisheries Sciences 4(1) 2017 70
xanthic (Carson 2011). On the other hand, those of terrestrial vertebrates. In fact,
an axanthic individual that lacks they are endowed with more sensitive and
xanthophores may be black, white, and/or complex sensory organs to detect
blue (Lewand et al., 2013). For example, vibration and sound. Fishes possess the
Parichy (2006) reported that axanthic cephalic-lateralis system (Nelson, 1972)
individuals have been found in species that comprises a series of neuromast
from the Danio genus. sensory cells that run across the outer
Being fully aquatic, fishes have vastly layer of the head and body (Fig. 16).
different sensory systems compared to
Figure 16: An illustration of the fish cephalic-lateralis system consisting of neuromast sensors that
run across canals on the head and body (Source: Adapted from Nelson, 1972 and Iwata
and Jeon, 1995).
The neuromast contains fine hair cells schooling synchronization (Partridge and
oriented in a manner to detect the Pitcher, 1979). The patterns and
direction of vibration. Vibration signals configuration of cephalic-lateralis system
are then transmitted through special on fish bodies are sometimes used for fish
canals and pits containing endolymphic identification such as those from the
fluid to amplify the signals and thereafter Kryptoglanis, Pseudorasbora and
pass on to the brain. The location of the Caecieleotri genus (Moncey, 2012;
lateralis system in fish can reflect their Kawase and Hosoya, 2015; Walsh and
feeding habits. Bottom feeders tend to Chakrabarty, 2015).
have the lateralis system on top of the In the case of cryptic species when the
body to detect vibration from predators species are too difficult to be
that are lurking above. Those which feed differentiated because they show small
on the water surface normally have the external anatomical and morphological
system along the ventral margin of the deviations between species in the same
body to track the presence of predators genus, ichthyologists have relied on the
below. Studies have also shown that the internal organs to characterise them
lateralis system is responsible for obstacle (McCune, 1981). Where necessary, gill
avoidance, triggering startle response and rakers from the first gill arch on the left
Journal of Survey in Fisheries Sciences 4(1) 2017 72
side of the body are also counted for archive and share Fourier spectrum (FFT),
meristic characterization such as species wavelet analysis (WT) and curvature scale
from the Coregonus, Garra and Labeo space analysis (CSS) data of otoliths
genus (Amundsen et al., 2004; Ayoade et (Lombarte et al., 2006). At time of this
al., 2004; Krupp and Budd, 2009). writing, the AFORO archive contains
Correspondingly, in some species, the 4,672 high resolution images of 1,441
pharyngeal teeth found on the fifth gill species from 221 families for reference.
arch are counted from left to right to assist
in meristic identification of species such Species Identification at the Molecular
as those from the Moxostoma, Cycleptus, Level
Danio and Epalzeorhynchos genus Morphological characterization is not
(Eastman 1977; Pasco-Viel et al., 2010). entirely robust. As mentioned earlier, the
All teleost fishes have an inner ear as concept of “species” is still subjected to
an auditory system. Instead of bony debate and not all taxonomists assign
ossicles, fishes have three pairs of meaningful categories to organisms by
calcareous “ear stones”, or scientifically morphotype. In many cases when
termed as otoliths (Greek for “ear certainty cannot be attained, researchers
stones”). The lapillus (“little stone” in use terms like “subspecies”, “strain” or
Latin) functions in maintaining body “variant”. These are highly subjective and
balance and orientation, and the other confusing. In fish especially,
two, namely asteriscus (“little star” in morphological plasticity between
Latin) and sagittal (“arrow” in Latin), individuals of the same species is
peruse acoustic reception. Otoliths are inherent. For example, body colour tones
enclosed in a membranous sac together and polymorphism exhibited by
with sensory hair cells or ciliary bundles. individuals of the same species may vary
Detection of mechanical signals will considerably depending on the diet
occur when there are dynamic interactions regime, habitat and season such as species
between otoliths and cilia (Assis, 2003; from the Betta, Poecilia and Danio genus
Campana, 2005). Since Koken (1884) (Khoo et al., 1997; Price et al., 2008).
reported that fish species can be And this is where molecular analysis has
characterised by having otoliths of become a viable alternative.
different shapes and sizes, otolith Each organism is characterized by a
morphometry is fast becoming a trend to unique set of biological attributes that
identify fishes and some species such as enhance its fitness to survive in a niche
Netuma bilineata, Nuchequula nuchalis, environment. Correspondingly, to adjust
Coilia dussumieri and Garra rufa (Chen to any changes in the environment, an
et al., 2011; Thuy et al., 2015; Salimi et organism is naturally subjected to genetic
al., 2016; Yedier et al., 2016). In 2006, drift, mutation or variation
the AFORO online database was launched (polymorphism) as a mechanism to adapt.
(http://www.cmima.csic.es/aforo/) to Such natural phenomenon provides
73 Keat-Chuan Ng et al., A Review of Fish Taxonomy Conventions and Species Identification …
or subspecies that is scientifically named around the world for the type series (a
by the original author (discoverer) is range of specimens showing variation in
traceable to a name-bearing specimen the species). These comparable specimens
which was first found and kept in a are termed as “paratypes” and they have
particular museum. A new species cannot no name-bearing role.
be described and registered formally In situations when the researcher fails
without depositing a single physical to establish a holotype, the existing two or
whole fish known as a “holotype” in the more specimens collected and deposited
museum (Clemann et al., 2014; Kumar in the museums can be used to describe
and Hassan, 2015). As sexual dimorphism and name a species. These deposited
occurs in many fish species, it is good specimens are known as “syntypes”
practice to deposit an opposite sex although such practice is now rarely used
specimen of the holotype and it is in contemporary taxonomy. A master
assigned as an “allotype” (Jorge et al., reference specimen selected from
2014). Also, polymorphisms may occur in syntypes is termed as “lectotype” and
certain fishes and a holotype is not when a lectotype is finally established, all
expected to be a typical representative other syntypes shall be, by default,
(Hulsey, 2005), although in an ideal case reassigned as “paralectotypes”.
it should be. To mitigate this, Correspondingly, any duplicate specimen
morphotypes that show morphological of the lectotype is called an
variants of a species can be established, “isolectotype”. Finally, specimens that
and molecular analysis is usually carried have been erroneously described, named
out to determine whether the variations or labelled are annotated as “non-types”.
are due to polymorphism or if it is a new All terminologies pertaining to types
species (Simonov, 2008). mentioned in this section are elaborated in
A researcher may also designate a detail by ICZN at the website
duplicate specimen of the holotype and http://www.iczn.org/iczn/index.jsp.
such a specimen is termed as an The responsibility rests on the
“isotype”. When a better specimen is taxonomist to maintain the specimens and
eventually deposited, the holotype is not make them accessible for current and
superseded. According to the ICZN code, future studies (Krell and Wheeler, 2014;
such a specimen which provides better Rocha et al., 2014). To consolidate a large
clarity is known as an “epitype” and it quantity of voucher specimen database in
may be deposited when the holotype is a museum, the taxonomist is also
evidently imprecise. In the case when a expected to occasionally publish
holotype is lost or damaged, a “neotype” monographs that contain summarised
specimen may also be deposited as information of all species in a group to
replacement. While there can only be one update the scientific community (Grinnell,
holotype, taxonomists can continue to 1910; Pyke et al., 2010; Kottelat, 2013).
deposit specimens in any museums
Journal of Survey in Fisheries Sciences 4(1) 2017 76
Figure 17: Fresh specimen is photographed facing left together with a ruler to indicate scale.
Figure 18: A live specimen is best photographed with high-resolution photography to record subtle
details and colouration.
Figure 19: Noticeable variations of the same species should be photographed for species-level
studies. For example, in the case of Tor tambra (above), individuals in the same
population may display differing forms of mental lobe and barbels (Roberts, 1999).
Journal of Survey in Fisheries Sciences 4(1) 2017 78
Specimens should be cleaned and can (2006) suggest that in the absence of
either be frozen or immediately fixed in refrigeration during field work, specimens
formalin or alcohol before being fixed in 10% buffered formalin or 95%
transferred to depositories. alcohol should be analyzed with DNA
In fish taxonomy, the left side of the processes within one week to produce the
fish body is examined. Therefore if best results.
muscle tissue is required for molecular In the museums and depositories,
analysis, it should be dissected from the taxonomists are cautious when fixing and
right side of the body. In small fishes storing specimens (Fig. 20) since any flaw
where muscle tissues are difficult to in the process will devalue their academic
excise, the right pelvic fin may be significance. Specimens are usually fixed
collected as an alternative (Shiozawa et in 10% formalin solution and large sized
al., 1992). Typically, 1.0 cm3 tissue from specimens are incised on the right side to
the fresh muscle contains enough genomic enable better absorption of formalin
material for molecular study and it should (Schander and Halanych, 2003; Garrigos
be stored in 95% alcohol and then et al., 2013). For the same purpose,
refrigerated at -20°C (Motomura and formalin may also be injected into the
Ishikawa, 2013). Preferably, it should be abdomen by using a syringe (Motomura
free from fat and blood which may and Ishikawa, 2013).
hamper the DNA purification process
(Wong et al., 2012). Chakraborty et al.
Figure 20: Fixed specimens are usually stored in glass jars with heads pointing downwards. Note
that specimens become pale and lose their colouration quality, which is why
photography of live specimens is crucial as part of the data collection process.
79 Keat-Chuan Ng et al., A Review of Fish Taxonomy Conventions and Species Identification …
Figure 21: The key characteristics of a genus are typically described at the start of the taxonomic
key. For example, the Glyptothorax genus’s key characteristic is the presence of a
unique thoracic adhesive apparatus (arrow) that can only be observed in the ventral
view.
Figure 22: An example of a dichotomous key produced by Silfvergrip (2009, p.25) for the
identification of freshwater eels from the Anguillidae family.
81 Keat-Chuan Ng et al., A Review of Fish Taxonomy Conventions and Species Identification …
Figure 23: The morphological phylogenetic tree of the genus Anguilla showing correlation species
occurrence in various regions (Source: Teng et al., 2009).
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