Chapter I: Part 1
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UNIVERSITY OF KANSAS PUBLICATIONS
MUSEUM OF NATURAL HISTORY
Volume 11, No. 10, pp. 527-669, 16 pls., 29 figs.
March 7, 1960
Natural History of the Ornate Box Turtle, Terrapene ornata ornata Agassiz
BY
JOHN M. LEGLER
UNIVERSITY OF KANSAS LAWRENCE
1960
UNIVERSITY OF KANSAS PUBLICATIONS, MUSEUM OF NATURAL HISTORY
Editors: E. Raymond Hall, Chairman, Henry S. Fitch, Robert W. Wilson
Volume 11, No. 10, pp. 527-669, 16 pls., 29 figs. Published March 7, 1960
UNIVERSITY OF KANSAS Lawrence, Kansas
PRINTED IN THE STATE PRINTING PLANT TOPEKA, KANSAS 1960
[Union Label]
28-773
Natural History of the Ornate Box Turtle, Terrapene ornata ornata Agassiz
BY
JOHN M. LEGLER
CONTENTS
PAGE
Introduction 531
Acknowledgments 531
Systematic Relationships and Distribution 532
Fossils 534
Economic Importance 534
Study Areas 535
Materials and Methods 537
Terminology 539
Habitat and Limiting Factors 539
Habitat in Kansas 542
Reproduction 543
Mating 543
Insemination 545
Sexual Cycle of Males 545
Sexual Cycle of Females 549
Nesting 554
Eggs 558
Embryonic Development 560
Fertility and Prenatal Mortality 564
Reproductive Potential 565
Number of Reproductive Years 565
Growth and Development 565
Initiation of Growth 565
Size and Appearance at Hatching 566
Growth of Epidermal Laminae 568
Growth of Juveniles 575
Growth in Later Life 578
Annual Period of Growth 580
Environmental Factors Influencing Growth 580
Number of Growing Years 584
Longevity 585
Weight 586
Bony Shell 586
Color and Markings 593
Wear 595
Sexual Dimorphism 595
Temperature Relationships 598
Optimum Temperature 599
Basking 600
Toleration of Thermal Maxima and Minima 601
Hibernation 611
Diet 617
Populations 623
Movements 626
Locomotion 627
Daily Cycle of Activity 629
Seasonal Cycle of Activity 630
Home Range 632
Homing Behavior 636
Social Relationships 637
Injuries 638
Repair of Injuries to the Shell 641
Ectoparasites 643
Predators 646
Defence 648
Discussion of Adaptations 650
Summary 656
Literature cited 663
INTRODUCTION
The ornate box turtle, _Terrapene o. ornata_ Agassiz, was studied more or less continuously from September, 1953, until July, 1957. Intensive field studies were made of free-living, marked populations in two small areas of Douglas County, Kansas, in the period 1954 to 1956. Laboratory studies were made, whenever possible, of phenomena difficult to observe in the field, or to clarify or substantiate field observations. Certain phases of the work (for example, studies of populations and movements) were based almost entirely on field observation whereas other phases (for example, growth and gametogenic cycles) were carried out almost entirely within the laboratory on specimens obtained from eastern Kansas and other localities.
A taxonomic revision of the genus _Terrapene_ was begun in 1956 as an outgrowth of the present study. The systematic status of _T. ornata_ and other species is here discussed only briefly.
Objectives of the study here reported on were: 1) to learn as much as possible concerning the habits, adaptations, and life history of _T. o. ornata_; 2) to compare the information thus acquired with corresponding information on other emyid and testudinid chelonians, and especially with that on other species and subspecies of _Terrapene_; 3) to determine what factors limit the geographic distribution of ornate box turtles; and, 4) to determine the role of ornate box turtles in an ecological community.
Acknowledgments
The aid given by a number of persons has contributed substantially to the present study. I am grateful to my wife, Avis J. Legler, who, more than any single person, has unselfishly contributed her time to this project; in addition to making all the histological preparations and typing the entire manuscript, she has assisted and encouraged me in every phase of the study. Dr. Henry S. Fitch has been most helpful in offering counsel and encouragement. Thanks are due Professor E. Raymond Hall for critically reading the manuscript.
Special thanks are due also to the following persons: Professor A. B. Leonard for helpful suggestions dealing with photography and for advice on several parts of the manuscript; Professor William C. Young for the use of facilities at the Endocrine Laboratory, University of Kansas; Professor Edward H. Taylor for permission to study specimens in his care; Dr. Richard B. Loomis for identifying chigger mites and offering helpful suggestions on the discussion of ectoparasites; Mr. Irwin Ungar for identification of plants; and, Mr. William R. Brecheisen for allowing me to examine his field notes and for assistance with field work. Identifications of animal remains in stomachs were made by Professor A. B. Leonard (mollusks, crustaceans), Dr. George W. Byers (arthropods), and Dr. Sydney Anderson (mammals).
Miss Sophia Damm generously permitted the use of her property as a study area and Mr. Walter W. Wulfkuhle made available two saddle horses that greatly facilitated field work. The drawings (with the exception of Fig. 21) are by Miss Lucy Jean Remple. All photographs are by the author.
I am grateful also to the Kansas Academy of Science for three research grants (totaling $175.00) that supported part of the work. The brief discussion of taxonomic relationships and distribution results partly from studies made by means of two research grants (totaling $150.00), from the Graduate School, University of Kansas, for which I thank Dean John H. Nelson.
Systematic Relationships and Distribution
Turtles of the genus _Terrapene_ belong to the Emyidae, a family comprising chiefly aquatic and semiaquatic species. _Terrapene_, nevertheless, is adapted for terrestrial existence and differs from all other North American emyids in having a hinged and movable plastron and a down-turned (although often notched) maxillary beak. _Emydoidea blandingi_, the only other North American emyid with a hinged plastron, lacks a down-turned beak. The adaptations of box turtles to terrestrial existence (reduction of webbing between toes, reduction in number of phalanges, reduction of zygomatic arch, and heightening of shell) occur in far greater degree in true land tortoises of the family Testudinidae. Four genera of emyid turtles in the eastern hemisphere (_Cuora_, _Cyclemys_, _Emys_, and _Notochelys_) possess terrestrial adaptations paralleling those of _Terrapene_ but (with the possible exception of _Cuora_) the adaptations are less pronounced than in _Terrapene_. A movable plastron has occurred independently in two groups of emyids in the New World and in at least three groups in the Old World.
The genus _Terrapene_, in my view, contains seven species, comprising 11 named kinds. Of these species, five are poorly known and occur only in Mexico. _Terrapene mexicana_ (northeastern Mexico) and _T. yucatana_ (Yucatan peninsula) although closely related, differ from each other in a number of characters. Similarly, _Terrapene klauberi_ (southern Sonora) and _T. nelsoni_ (Tepic, Nayarit--known from a single adult male) are closely related but are considered distinct because of their morphological differences and widely separated known ranges. _Terrapene coahuila_, so far found only in the basin of Cuatro CiA(C)negas in central Coahuila, is the most primitive _Terrapene_ known; it differs from other box turtles in a number of morphological characters and is the only member of the genus that is chiefly aquatic.
Two species of _Terrapene_ occur in the United States. _Terrapene carolina_, having four recognized subspecies, has a nearly continuous distribution from southern Maine, southern Michigan, and southern Wisconsin, southward to Florida and the Gulf coast and westward to southeastern Kansas, eastern Oklahoma and eastern Texas, and characteristically inhabits wooded areas.
_Terrapene ornata_ is a characteristic inhabitant of the western prairies of the United States, and ranges from western and southern Illinois, Missouri, Oklahoma, and all but the extreme eastern part of Texas, westward to southeastern Wyoming, eastern Colorado, eastern and southern New Mexico, and southern Arizona, and, from southern South Dakota and southern Wisconsin, southward to northern Mexico (Fig. 1). It is the only species of the genus that occurs in both Mexico and the United States. The northeasternmost populations of _T. ornata_, occurring in small areas of prairie in Indiana and Illinois, seem to be isolated from the main range of the species. The ranges of _T. ornata_ and _T. carolina_ overlap in the broad belt of prairie-forest ecotone in the central United States. Interspecific matings under laboratory conditions are not uncommon and several verbal reports of such matings under natural conditions have reached me. Nevertheless, after examining many specimens of both species and all alleged "hybrids" recorded in the literature, I find no convincing evidence that hybridization occurs under natural conditions.
_Terrapene ornata_ differs from _T. carolina_ in having a low, flattened carapace lacking a middorsal keel (carapace highly arched and distinctly keeled in _carolina_), and in having four claws on the hind foot (three or four in _carolina_), the claw of the first toe of males being widened, thickened, and turned in (first toe not thus modified in _carolina_). _Terrapene ornata_ is here considered to be the most specialized member of the genus by virtue of its reduced phalangeal formula, lightened, relatively loosely articulated shell, reduced plastron, and lightly built skull, which completely lacks quadratojugal bones (Fig. 2); most of these specializations seem to be associated with adaptation for terrestrial existence in open habitats.
Two subspecies of _T. ornata_ an recognized. _Terrapene o. luteola_, Smith and Ramsey (1952), ranges from northern Sonora (Guaymas) and southern Arizona (southern Pima County) eastward to southeastern New Mexico and Trans-Pecos, Texas, where it intergrades with _T. o. ornata_; the latter subspecies is not yet known from Mexico but almost surely occurs in the northeastern part of that country. The subspecies _luteola_ differs from _ornata_ in being slightly larger and in having more pale radiations on the shell (11 to 14 radiations on the second lateral lamina in _luteola_, five to eight in _ornata_). In individuals of _luteola_ the markings of the shell become less distinct with advancing age and eventually are lost; shells of most old individuals are uniform straw color or pale greenish-brown; this change in coloration does not occur in _T. o. ornata_.
Fossils
Of the several species of fossil _Terrapene_ described (Hay, 1908b:359-367, Auffenberg, 1958), most are clearly allied to Recent _T. carolina_. One species, _Terrapene longinsulae_ Hay, (1908a:166-168, Pl. 26) from "... the Upper Miocene or Lower Pliocene...." of Phillips County, Kansas, however, is closely related to _T. ornata_ (if not identical). I have examined the type specimen of _T. longinsulae_. Stock and Bode (1936:234, Pl. 8) reported _T. ornata_ from sub-Recent deposits near Clovis, Curry County, New Mexico.
Economic Importance
Ornate box turtles, referred to as "land terrapins" or "land tortoises" over most of the range of the species, are regarded by most persons whom I have queried as innocuous. These turtles occasionally damage garden crops and have been known to eat the eggs of upland game birds. _Terrapene ornata_ is seldom used for food. A. B. Leonard told me the species was eaten occasionally by Arapaho Indians in Dewey County, Oklahoma. Several specimens in the University of Kansas Archeological Collections were found in Indian middens in Rice County, Kansas, from a culture dated approximately 1500 to 1600 A. D. The flesh of _T. ornata_ occasionally may be toxic if the turtle has eaten toxic fungi as has been recorded for _T. carolina_ (Carr, 1952:147).
Study Areas
Preliminary studies and collections of specimens were made at a number of localities in northeastern Kansas in 1953 and 1954. Two small areas were finally selected for more intensive study. One of these areas, the University of Kansas Natural History Reservation, five and one-half miles north-northeast of Lawrence in the northeasternmost section of Douglas County, Kansas, is a tract of 590 acres maintained as a natural area for biological investigations. Slightly less than two thirds (338 acres) of the Reservation is wooded; the remainder consists of open areas having vegetation ranging from undisturbed prairie grassland to weedy, partly brushy fields (Fitch, 1952). Although ornate box turtles were not numerous at the Reservation, the area was selected for study because: 1) there was a minimum of interference there from man and none from domestic animals; 2) the vegetation of the Reservation is typical of areas where _T. ornata_ and _T. carolina_ occur sympatrically (actually only one specimen of _T. carolina_ has been seen at the Reservation); and, 3) availability of biological and climatological data there greatly facilitated the present study. Actual field work at the Reservation consisted of studies of hibernation and long-term observations on movements of a few box turtles.
A much larger number of individuals was intensively studied on a tract of land, owned by Sophia Damm, situated 12 miles west and one and one-half miles north of Lawrence in the northwestern quarter of Douglas County, Kansas. The Damm Farm lies on the southern slope of a prominence--extending northwestward from Lawrence to Topeka--that separates the Kansas River Valley from the watershed of the Wakarusa River to the south. The prominence has an elevation of approximately 1100 feet and is dissected on both sides by small valleys draining into the two larger river valleys.
The Damm Farm (see Pl. 15) has a total area of approximately 220 acres. The crest of a hill extends diagonally from the middle of the northern edge approximately two thirds of the distance to the southwestern corner. Another hill is in the extreme northwestern corner of the study area.
The northeastern 22 acres were wooded and had small patches of overgrazed pasture. Trees in the wooded area were Black Walnut (_Juglans nigra_), Elms (_Ulmus americana_, _U. rubra_), Cottonwood (_Populus deltoides_), and Northern Prickly Ash (_Xanthoxylum americanum_). The areas used as pasture had thick growths of Buckbush (_Symphoricarpos orbiculatus_) mixed with short grasses (_Bromus japonicus_, _Muhlenbergia Schreberi_, and _Poa pratensis_). Farm buildings were situated in the wooded area at the end of an entry road. The southeastern 74 acres were cultivated; corn, wheat, and milo were grown here and fallow fields had a sparse growth of weeds.
Most of the western two thirds of the study area, comprising 124 acres, was open rolling prairie (hereafter referred to as "pasture") upon which beef-cattle were grazed (Pl. 16, Fig. 1; Pl. 17, Fig. 1; Pl. 18, Fig. 2). Rock fences (Pl. 17, Fig. 2) two to four feet high bordered the northern edge, southern edge, and one half of western edge of the pasture. A wagon track lead from a gate on the entry road, along the crest of the hill, to a gate in the southern fence. Except for the latter gate and for ocassional under-cut places in low areas, there were no openings in the rock fences through which box turtles could pass. A few trees--American Elm, Hackberry (_Celtis occidentalis_), Red Mulberry (_Morus rubra_), Osage Orange (_Maclura pomifera_), Black Cherry (_Prunus serotina_), Box-Elder (_Acer Negundo_), and Dogwood (_Cornus Drummondi_)--were scattered along fences at the borders of the pasture and in ravines. Larger trees in a small wooded creek-bed at the southwestern edge of the pasture were chiefly Cottonwood, American Elm, Red Mulberry, and Black Willow (_Salix nigra_). The only trees growing on the pasture itself were a few small Osage Orange, none of which bore fruit.
Paths were worn along fences by cattle and in several places near the fence, usually beneath shade trees, there were large bare places where cattle congregated. Vegetation near paths and bare places was weedy and in some places there were tall stands of Smooth Sumac (_Rhus glabra_).
Rich stands of prairie grasses occurred along the top of the hill in the pasture; bluestems (_Andropogon gerardi_, _A. scoparius_) were the dominant species and Switchgrass (_Panicum virgatum_) and Indian grass (_Sorghastrum nutans_) were scattered throughout. A number of small areas on top of the hill were moderately overgrazed, as indicated by mixture of native grasses with an association of shorter plants consisting chiefly of Ragweed (_Ambrosia artemisiifolia_ var. _elatior_), Mugwort (_Artemisia ludoviciana_), Japanese Chess (_Bromus japonicus_), and Asters (_Aster_ sp.).
The upper parts of the hillsides were overgrazed moderately to heavily. Limestone rocks of various sizes were partly embedded in soil or lay loose at the surface. Depressions beneath rocks provided shelter for box turtles as well as for other small vertebrates. Native grasses were sparse in this area and gave way to Sideoats Grama (_Bouteloua curtipendula_), extensive patches of Smooth Sumac, and scattered colonies of Buckbrush.
Tall grasses were dominant on the lower hillsides and small patches of Slough grass (_Spartina pectinata_) grew in moist areas. Ravines originated at small intermittent springs on the sides of the hill. The banks of ravines were high and steep and more or less bare of vegetation. High, dense stands of Slough grass grew at intermittent springs and along the courses of ravines; sedges (_Carex_, sp.) grew where small pools of water formed and created marshy conditions. Prairie grasses along the tops of ravine embankments formed a narrow overhanging canopy of vegetation that was accentuated in many places where the sod was under-cut by erosion or by the activities of burrowing animals (Pl. 18, Fig. 1). Box turtles frequently sought shelter beneath this vegetational canopy or burrowed beneath the sod.
On the highest part of the pasture near the entry road several small areas were nearly bare, presumably because of heavy overgrazing; grasses (except for scattered clumps of _Bouteloua curtipendula_ and _Setaria lutescens_) were absent and dominant vegetation consisted of Buffalo-bur (_Solanum rostratum_), Blue Vervain (_Verbena hastata_), Mullein (_Verbascum Thapsus_), Ragweed, Asters, and a few Prickly Pear (_Opuntia humifusa_). Two small areas on the pasture completely lacked vegetation; these may have been wallows or the sites of old salt-licks.
Three shallow stock ponds, behind earthen dikes in ravines, were present on the pasture. The pond near the farm buildings ("House Pond") and that in the southwestern part of the pasture ("Far Pond") were present when studies of box turtles were begun. The largest pond, in a deep ravine in the northern part of the pasture, was constructed in June, 1956, and became filled in approximately one month (Pls. 16 and 18). Pond embankments were chiefly bare of vegetation because of trampling by cattle; in a few places at the edge of the water, or in places too steep for cattle to walk, there were small patches of weeds, sedges, and Slough Grass. The ponds contained some water at all times of the year. The only vertebrates permanently inhabiting the ponds in the course of my studies were Bullfrogs (_Rana catesbeiana_) and Leopard frogs (_Rana pipiens_).
The three parts of the pasture in which studies were concentrated were designated as separate subdivisions. The northwest corner area (28 acres) was triangular and bounded on two sides by rock fences and on its third side by a deep ravine. The southern ravine area (17 acres) constituted the part of the lower southern hillside drained by a series of ravines. The house pond area (seven acres) surrounded "House Pond." Habitat in these three subdivisions of the pasture was especially favorable for box turtles.
Materials and Methods
Observations were made at the Damm Farm on 102 days in the two-year period beginning in Autumn, 1954; observations were concentrated in the period from May to October although some observations were made in every month, January and February excepted. Field work was done chiefly in daylight hours but a few trips were made to the study area at night.
Routine handling of each turtle captured at the Damm Farm consisted of: marking, weighing and measuring turtle; recording the exact place of capture, body temperature and environmental temperature; and, recording miscellaneous items such as the presence of ectoparasites, injuries, distinctive markings, and in some instances, the approximate age of the turtle.
Excursions on the Damm Farm were made on foot in 1954 and 1955, and, in 1956, on horseback. By using a horse, more ground could be covered per unit of time, a better view could be obtained of immediate surroundings, and, cattle on the area, being accustomed to horses, did not become agitated as they would when unmounted persons were nearby.
The entire study area could not be inspected thoroughly in a single day. It was usually more profitable to find and mark turtles along fences, in ravines, or in other open areas, and subsequently to follow their movements away from these areas by means of trailing threads. Turtles could be observed from a distance through binoculars. Cultivated areas were regularly scanned with binoculars but turtles were seldom seen there. Behavior was observed by sitting motionless on rock fences or in a blind on top of a stepladder.
No box turtles were removed from the study area. Specimens obtained in other areas were used for studies of growth, reproduction, and food habits. Measurements, weights, and data concerning temperature and ectoparasites were obtained from specimens collected elsewhere as well as from individuals on study areas.
Turtles were obtained by hand-collecting and in unbaited traps; the number captured in a single day ranged from 12 to none. Traps, like those used by Packard (1956:9) for tree squirrels, were set in the mouths of burrows and dens, or--with leads to channel animals into the trap--along ravines and rock fences. Traps set in the open were covered to prevent death of turtles from overheating in direct sunlight. Live-trapping provided much valuable data, although quail, rabbits, opossums, and box turtles were caught with about equal frequency in the traps.
Turtles were marked by notching the marginal scutes of the carapace by means of a hacksaw blade, following the code system described by Cagle (1939). Notches, one eighth to one quarter of an inch deep and wide could be cut more quickly than filed and were more evident than drilled holes which often became plugged with soil and obscured. Hatchlings and juveniles were notched with a sharp knife.
Movements of individual turtles were studied by means of a turtle-trailing device--similar to the kind first described by Breder (1927) and later modified by Stickel (1950:355-356)--a tin can, cut to fit the shell of a turtle, with an axle that bore a spool of thread (Pl. 27, Fig. 1). The device was taped to the turtle; the free end of the thread was tied to a stationary object. Thread payed out from the spool through a guide-loop and marked the course of the turtle as it moved away from the starting point. Because of its great strength and elasticity (as compared to cotton), nylon sewing thread was used in trailers. Ordinarily, turtles were unable to break the thread if it became snarled or was expended. Cattle frequently tangled the thread and displaced it but did not often break it. Ordinary spools were cut down on a lathe so they would hold 600 to 800 yards of thread. Turtle-trailing provided an accurate record of where and how far a turtle had traveled, and to a lesser extent, the sort of activity in which the turtle had been engaged (evidence of feeding, forms, or trial nest holes). Trailers seemed not to alter the normal activity of turtles.
Prominent landmarks were rare or wanting in most places on the pasture. Locations of captures (or reference points in the movements of trailer-turtles) were determined by triangulation with a Brunton compass, using trees along fences as known points of reference. Rough maps were made in the field and used later, along with compass readings and measurements, to make a more precise record of movements and captures on a large map (scale, 100 feet to one inch) of the study area. Mapped points of capture in grassy areas were accurate within ten to twenty feet; points of capture in areas where landmarks were nearby were nearly exact. Areas were measured with a planimeter; distances traveled by individuals were measured with a cartometer.
Turtles were measured in the field to the nearest millimeter with large wooden calipers (of the type used by shoe salesmen) and a clear plastic ruler. Measurements in the laboratory, especially in studies of growth, were made, to the nearest tenth of a millimeter with dial calipers. Measurements made on each specimen examined in the field were: length of carapace, width of carapace, length of plastron (sum of lengths of forelobe and hind lobe), width of plastron (at hinge), and height. All measurements were made in a straight line. A spring scale of 500 gram capacity, used in the field, gave weights accurately within three grams. A triple-beam balance was used in the laboratory. Unless otherwise noted, measurements are expressed in millimeters and weights are expressed in grams.
Body temperatures were taken by means of a quick-reading Schultheis thermometer inserted into the distal portion of the large intestine with the bulb directed ventrally to avoid puncturing the bladder. Body temperature of turtles were altered little or not at all in the few seconds the turtles were held and no attempt was made (except for small juveniles) to insulate them from the warmth of my hands. Data recorded with body temperature were: air temperature (in shade, approximately one inch from turtle); ground temperature (or water temperature); behavior of turtle; weather conditions; nature of vegetation or other cover; and, time of day. Unless otherwise noted, temperatures are expressed in degrees Centigrade.
A maximum-minimum thermometer was installed near the buildings at the Damm Farm. Notes on general weather conditions were made on each visit to the study area. Additional climatological data were obtained from the U. S. Weather Stations in Topeka and Lawrence, from records at the Reservation, and from official bulletins of the U. S. Weather Bureau.
Stomachs and gonads were removed and preserved by standard techniques soon after specimens were killed. The dates given to gonads were, in all instances, the dates when the specimens were killed. Eggs were prepared for incubation in the manner described by Legler (1956). Females laying or containing eggs used in studies of incubation were preserved for further studies and comparison with young hatched from the eggs. Histological preparations were fixed in ten per cent formalin or Bouin's fluid, embedded in paraffin, and stained with hematoxalin and eosin.
Terminology
Names used for the epidermal and bony parts of the shell follow the classification proposed by Carr (1952:35-39). The terms "scute," "lamina," and "scale" are used here more or less interchangeably for the epidermal parts as are the terms "plate," "bone," and "element" for the bony parts of the shell.
The term "form" is used here in the same sense that Stickel (1950:358) used it in her study of _T. carolina_--to indicate a depression or cavity made by a turtle in vegetation or soil. Forms correspond closely in shape and size to shape and size of the turtle. Forms of _T. ornata_ differ from those of _T. carolina_ chiefly in being made most often in soil, over which there is a minimum of vegetational cover. The term "den" refers to natural cavities (or cavities of unknown origin) beneath rocks, in rock fences, or in cut banks. The term "burrow," unless otherwise noted, refers to burrows made by animals other than box turtles.
HABITAT AND LIMITING FACTORS
The known range of _T. ornata_ includes the southern half of the Grassland Biome, part of the Desert Biome, and that part of the Temperate Deciduous Forest Biome known as the Prairie-Forest Ecotone. The species is found in microhabitats that differ widely in food supply, temperature, moisture, and kind of soil. In spite of its relatively high degree of morphological specialization, _T. ornata_ is remarkably versatile in regard to habitat requirements.
Ornate box turtles are relatively inconspicuous in natural surroundings and collectors seldom seek out and obtain specimens under completely natural conditions as may be done with certain other reptiles and amphibians by turning rocks, tearing apart logs, or setting traps. Most series of specimens are obtained by hunting after rains on roads or other natural breaks in vegetational cover. Detailed information on habitat preferences is lacking.
Low temperature seems to be an important factor limiting the distribution of _T. ornata_ in the northern part of its range. Box turtles, like nearly all other reptiles occurring at these latitudes, spend the winter in underground hibernacula. The depth to which the ground freezes in the coldest part of the winter is therefore a critical factor. The ground freezes to an average depth of 30 inches or less over most of the range of the species; only in the extreme northern part of the range (southern South Dakota, southeastern Wyoming) does the ground freeze to an average depth of as much as 35 inches. Average depth of freezing is, in fact, less than 15 inches over more than one half the range of the species. The average number of frost-free days per year ranges from 130 to 140 days in the northern part of the range to more than 250 days in the southwestern part of the range.
_Terrapene ornata_ occurs from near sea level to elevations of more than 5000 feet. Both subspecies are found at both high and low elevations but _luteola_ is more consistently taken at high elevations than _ornata_. The latter subspecies commonly occurs at elevations above 4000 feet on the high plains in extreme western Kansas and eastern Colorado; the highest elevation from which I have examined specimens of _T. o. ornata_ is between 4600 and 4700 feet near Akron, Washington County, Colorado. The greater part of the known range of _T. o. luteola_ lies above 3000 feet.
Norris and Zweifel (1950:1) observed _T. o. luteola_ on the Jornada del Muerto, an elongate plain approximately 4500 feet high, in southeastern Socorro County, New Mexico; box turtles were abundant on the level part of the plain and on the bordering foothills but not at higher elevations where the substratum was rocky. The authors otherwise noted no preference for any kind of soil. The principal elements of the plant associations in which the turtles were found were creosote bush, yucca, mesquite, juniper, tarbush, and grasses. Lewis (1950:3) reported that _T. ornata luteola_ inhabited the yucca-grassland zone in Dona Ana County, New Mexico; he stated (_op. cit._: 10) that individuals were commonly found on roads after rains and in cloudy weather. No specimens were taken at altitudes higher than 4300 feet.
I have examined specimens of _luteola_ from elevations of approximately 5500 feet in Cochise County, Arizona, and Lincoln County, New Mexico. These localities are probably at or near the maximum elevation at which the species occurs. The texture of the substrate is the most important factor limiting vertical distribution. Ornate box turtles, like nearly all other turtles, excavate nests; _T. ornata_ is a burrower, at least for purposes of hibernation. Populations of the species, therefore, could not survive in areas of hard unyielding substrata. Such substrata seem to be the most important factor limiting altitudinal distribution.
Most of the area in which _T. ornata_ occurs is semiarid or arid. Average precipitation in the warm season (April through September) varies from approximately 25 inches in the northeast to less than ten inches in the southwest. In drier parts of the range, precipitation is unevenly distributed over the warm season. Long, hot, dry periods are unfavorable for reptilian activity. _T. ornata_, like many other reptiles inhabiting dry regions, survives long periods without water by seeking shelter (usually underground) and remaining quiescent. Populations of the subspecies _luteola_ live under far more rigorous conditions in this respect than do the more northern populations. Specimens of _luteola_ from Arizona that were kept for several years in the laboratory under dry conditions and fed adequately, but at infrequent intervals, were able to remain healthy and even to grow whereas examples of _ornata_ kept under the same conditions soon languished and died; _luteola_ seems to be physiologically adapted for existence under arid conditions, where normal activity is sometimes possible for only a few weeks in the year.
The prairies of Nebraska, Kansas, Oklahoma, and northern Texas seem to provide the most nearly optimum habitat for the species; in these regions box turtles are active on a large majority of the days from April to October in years having average or better than average precipitation and population density seems to be greater than in the more arid parts of the range.
Activities of man have probably affected the density of populations of the ornate box turtle in many parts of its range but appear not to have acted as limiting factors except in certain areas along the northern edge of the range (Blanchard, 1923:19-20, 24) where disruption of grassland through intensive cultivation probably has excluded the species. Unlike certain other reptiles of the Great Plains (Fitch, 1955:64), _T. ornata_ seems not to have been affected--either by direct decimation of populations or by disruption of habitat--by intensive zoological collecting in restricted areas. Environmental changes such as those resulting from overgrazing and erosion, or from protection of the habitat from grazing could be expected to cause long-term changes in populations of ornate box turtles.
_Terrapene o. ornata_ is an omnivorous, opportunistic feeder, primarily insectivorous but able to subsist on nearly any sort of animal or vegetable food. The general food habits of _luteola_ are poorly known but probably resemble those of _ornata_. Although kind of food available probably does not limit the distribution of _T. ornata_ there are indications that it influences population density. In Kansas, for example, dung insects are an important staple in the diet and box turtles were found always to be more numerous in areas where domestic cattle provided an abundant supply of dung than elsewhere. A similar relationship probably existed in former times between box turtles and native ungulates. Near extinction of buffalo in the Great Plains possibly caused a decrease in populations of box turtles. Henry S. Fitch told me that the number of _T. ornata_ at the Reservation gradually declined after cattle were removed from the area in 1948.
In summary, the distribution of _T. ornata_ seems to be limited by: 1) Presence of a substrate too hard to permit digging of nests and forms (southwestern and western edges of range); 2) temperatures causing the ground to freeze deep enough (approximately 30 inches) to kill turtles in hibernacula (northern edge of range); and, 3) the lack of one or more relatively wet periods in the course of the warm season, preventing at least temporary emergence from quiescence (southwestern edge of range).
HABITAT IN KANSAS
Clarke (1958:40-45) reported _T. o. ornata_ in all terrestrial communities studied in Osage County; he considered the subspecies to be characteristic of the "... cultivated-field community ..." and to be of frequent occurrence in (but not characteristic of) the "... Oak-Walnut Hillside Forest ..., Buckbrush-Sumac ..., and Prairie communities ...". Brennan (1937:345) found _T. o. ornata_ to be equally abundant in mixed prairie and prairie-streamside habitats in Ellis County; the subspecies was much rarer on rocky hillsides and in the habitat surrounding prairie ponds. Carpenter (1940:641) listed _T. o. ornata_ as an inhabitant of "... tall and mixed-grass prairies ..." (also in Oklahoma and Nebraska). Fitch (1958:99) found the order of preference for habitats at the Natural History Reservation to be grazed pasture land, woodland, open fields with undisturbed prairie vegetation, and fallow fields with a rank growth of weeds.
At the Damm Farm the greatest number of box turtles was collected on the pasture, especially in three areas designated in Plate 1 as the "northwest corner," "southern ravine," and "house pond" areas. These three areas had several features in common. All contained ravines and rocky slopes that provided many places of concealment (dens, burrows of larger animals, and suitable substrate for the excavation of earthen forms). All contained water (in ponds and intermittent streams) for most of the year; and, all were frequented daily by cattle that left an abundant supply of dung in which box turtles foraged. In addition, each of the three areas contained at least one mulberry tree, under which fruit was abundant in the months of June and July.
The relative numbers of box turtles found in different areas on the Damm Farm were, of course, governed to some extent by my activity in these areas and by the relative ease with which box turtles were seen in different types of vegetational cover. Turtles were more easily seen in the pasture (especially in sparsely vegetated or denuded areas) where much of my field work was done on horseback, than in the wooded areas, where excursions were usually made on foot. It was evident, however, after mapping known ranges and studying patterns of movement in marked turtles, that concentrations in the three above-mentioned areas of pasture were an indication of actual preference by turtles for the more favorable habitat in these areas rather than the result of incomplete sampling.
REPRODUCTION
Mating
Mating takes place throughout the season of activity but is most common in spring--soon after emergence from hibernation--and in autumn. Turtles frequently copulated in the laboratory in spring and autumn. Copulation was observed under natural conditions on several occasions but only once at the Damm Farm.
Norris and Zwiefel (1950:4) saw two captive individuals of _T. o. luteola_ copulating on 12 August; copulation lasted two hours. Brumwell (1940:391-2) gave the following description of mating in _T. o. ornata_. A male pursued a female for nearly half an hour, first nudging the margins of her shell and later approaching her rapidly from the rear and hurling himself on her back in an attempt to mount, at the same time emitting a stream of liquid from each nostril. The liquid was presumably water; both sexes had imbibed water in a pond just before courtship began. Brumwell suggested that pressure on the plastron of the male had forced the water out his nostrils. The pair remained in the coital position for 30 minutes after the male had achieved intromission. In another instance, Brumwell (_loc. cit._) saw four males pursuing a single female, the males exhibiting the same behavior (nudging and lunging) outlined above. Males that attempted to mount other males were repelled by defensive snapping of the approached male. The female also snapped at some of the males that tried to mount her. One male was finally successful in mounting and was henceforth unmolested by the other males. Brumwell suggested that shell biting and tapping may be methods of sex-recognition.
In the several instances of mating that I observed, the male, after mounting the shell of the female (Pl. 28), gripped her, with the first claws of his hind feet, just beneath her legs or on the skin of the gluteal region and, with the remaining three claws, gripped the posterior edges of her plastron. In most instances the female secured the male's legs by hooking her own legs around them. The coital position of _T. ornata_ seems to differ from that of _T. carolina_, at least in regard to the position of the male's legs. The coital positions of _T. carolina_ illustrated by Cahn (1937:94, Fig. 13) are physically impossible for _T. ornata_.
In _T. ornata_ the pressure exerted on the male's legs by the female probably impairs circulation and probably is painful to the male, especially after coitus, when the male falls backward but is still held by the female. The heavily developed musculature of the legs of males may be an adaptation to strengthen the legs for this temporary period of stress. Evans (1953:191) and Cahn and Conder (1932:87-88) observed the hind legs of males of _T. carolina_ to be noticeably weakened after copulation, causing the males to remain inactive for several hours.
Evans (_op. cit._) observed 72 matings of _T. carolina_ and divided the process into three phases as follows: 1) circling, pushing and biting by the male; 2) mounting (female with shell closed); and, 3) coition (female with shell open). Penn and Pottharst (1940:26) reported that captive _T. carolina_ in New Orleans mated chiefly under conditions of optimum temperature (21 to 27A deg. C.) and high humidity; some matings took place in a pool of water. Males pushed females about after mating, often rolling them over several times.
Because ornate box turtles observed by me were able easily to right themselves from an inverted position on substrata of all kinds, males left lying on their backs after copulation are probably in no danger of perishing in this position, as was suggested by Allard (1939) for _T. carolina_.
Insemination
Oviducts of several females were flushed by means of a pipette to determine whether they contained sperm. Approximately half of the females captured in May, 1956, had sperm in their oviducts, but females captured in June and July did not. Sperm flushed from the oviducts were in clumps of several hundred and showed no sign of motility a few minutes after the female was anesthetized with chloroform. No sperm were found in the oviducts of immature females but one female of nearly adult size was observed in copulation with a mature male.
Thorough examination of microscopic sections of oviduct (taken at various times in the season of activity) usually revealed a few sperm lodged in the folds (Pl. 19, Fig. 8) of the cephalic as well as the caudal portion of the tube, but no specialized seminal receptacles such as occur in snakes (Fox, 1956) were present. Fertilization without reinsemination probably occurs in _T. ornata_. Ewing (1943) and Finneran (1948:126) reported that females of _T. carolina_ produced fertile eggs for periods of four and two years, respectively, after being removed from all contact with males.
Sexual Cycle of Males
Testes were preserved in each month from April to October. The following description of spermatogenesis is based chiefly on material collected in 1955, although testes were preserved also in 1954. Comparison of material obtained in 1954 and 1955 revealed that spermatogenesis began earlier and was more advanced on any given date in 1955 than in 1954.
Testes of mature individuals are pale yellow and slightly oblong. The epididymis is ordinarily dark brown or black and contrasts sharply with the color of the testes. Size of testes was expressed as the average length (greatest diameter) of both testes. Testes are smallest in April, immediately after emergence from hibernation, and largest in early September (Pl. 20, Figs. 3-4). They are nearly spherical when of maximum size; increase in bulk, therefore, is relatively greater than the increase in size shown in Figure 3. They increase in size from April until early June, recede during most of June, and again increase in size in July and August. They remain large from early September until hibernation is begun, becoming only slightly smaller in late September and October.
Increase in size following emergence from hibernation may be due in part to proliferation of the sustentacular cytoplasm. Decrease in size in early June is correlated with the end of the period of most active mating; maximal size is coincident with the peak of the spermatogenic cycle in early September.
Spermatogenesis (refer to Pl. 19, Figs. 1-5) begins in early May when a few spermatogonia appear in the seminiferous tubules. The histological appearance of testes preserved in April and May is much the same. Nuclei of Sertoli cells, which outnumber the spermatogonia, are evident at the periphery of the tubules and the clear cytoplasm of the cells extends into and nearly fills the lumina. The few darkly stained spermatids that are present in April are cells that probably were produced in the previous summer. Sperm are present in small groups within the sustentacular cytoplasm, but ordinarily are absent in the lumina.
Primary spermatocytes appear in the tubules from mid-May to early June. By mid-May there are practically no sperm at any place in the tubules. The sustentacular cytoplasm has a less compact arrangement in late May than in April.
Spermatogenesis is well under way by mid-June; at this time, two or three distinct layers of primary and secondary spermatocytes are present and these cells outnumber the Sertoli cells. The lumina are filled with cellular detritus and are no longer bordered by a clear ring of sustentacular cytoplasm. No sperm are present.
Spermatids appear in late June and a few of them undergo metamorphosis in early July; by mid-July, spermatids and secondary spermatocytes are the dominant cells in the seminiferous tubules, although spermatogonia are still active.
By late August, clusters of sperm and metamorphosing spermatids surround the Sertoli cells; large numbers of sperm as well as sloughed cells representing various spermatogenic stages are present in the lumina. Secondary spermatocytes are still evident near the periphery of the tubules but they are much less numerous than spermatids. The germinal epithelium is still semiactive and small groups of primary spermatocytes are present in nearly all of the tubules.
The spermatogenic cycle is completed in the latter half of October when most of the spermatozoa pass into the epididymides. A few spermatozoa and spermatids remain in the seminiferous tubules during hibernation. Although no testicular material was obtained from hibernating turtles, comparisons of sections made in October and April show that the germinal epithelium remains inactive from autumn until spring. Possibly some spermiogenesis takes place in the early phases of hibernation or in the period in late autumn when turtles are intermittently active. It is uncertain whether the reorganization of the sustentacular cytoplasm occurs in autumn, in spring, or in the course of hibernation.
The seminiferous tubules of immature males are small, lack lumina, and contain a few large but inactive spermatogonia (Pl. 19, Fig. 6). The testes of specimens that were nearly mature contained primary and secondary spermatocytes but lacked lumina; it was thought that such individuals would have matured in the following summer and bred in the following autumn.
Mature sperm were found in epididymides at all times of the year but were most numerous in spring and autumn, the period between spermatogenic cycles (Pl. 19, Fig. 7). Sperm expelled from the epididymides in autumn matings are seemingly replaced by others from the seminiferous tubules; the epididymides become much smaller when their supply of sperm is nearly exhausted after spring mating.
Risley (1938:304) found the testes of the common musk turtle, _Sternotherus odoratus_, to be largest in August and smallest in early May. Recession of testes in spring was coincident with the period of active breeding; increase in size, later in the season, corresponded to increasing spermatogenic activity and enlargement of seminiferous tubules. Altland (1951:600-603) found the spermatogenic cycle of _Terrapene carolina_ to be nearly like that of _Sternotherus odoratus_. Fox (1952) found that testes of garter snakes (_Thamnophis sirtalis_ and _T. elegans_) in California reached a peak of spermatogenic activity in midsummer, regressed in the latter half of the summer, and were inactive in winter.
The spermatogenic cycle of _T. ornata_ as here reported, differs in no important respect from those of _Thamnophis_, _Sternotherus odoratus_, or _Terrapene carolina_, except that in _T. ornata_ the cycle begins and ends somewhat later in the season of activity. In most of the lizards that have been studied (Fox, 1952:492-3), spermatogenesis reaches a peak in spring (more or less coincident with the mating period and with ovulation) and the germinal epithelium remains active in winter. _Sternotherus_, _Terrapene_, and _Thamnophis_ are alike in completing spermatogenesis late in the season and storing spermatozoa, in the seminiferous tubules or in the epididymides, during hibernation.
It is noteworthy that, in the turtles and snakes mentioned above, sperm produced in autumn are used to fertilize eggs laid in the following year, and mating [with the exception of _Thamnophis elegans_, (Fox, 1956)] occurs in both spring and autumn. It is not definitely known in any of these instances, whether sperm resulting from autumn or spring inseminations (or both) fertilize the eggs. Risley (1933:693) found motile sperm in the oviducts of female _Sternotherus odoratus_ that had recently emerged from hibernation; he believed that spring mating, although it commonly occurred, was not necessary to fertilize eggs. Disadvantages, if any, of completing spermatogenesis well in advance of ovulation seem to be at least partly counteracted by two annual mating periods or by mating throughout the season of activity.
Sexual Cycle of Females
The following account of oAÂgenesis is based on examination of preserved ovaries from 68 mature specimens. The ages of most specimens were known, inasmuch as the specimens were used in studies of growth as well as gametogenesis. Other data were obtained from adult females that were dissected but not preserved, and from immature females.
Size of ovarian follicles was determined by means of a clear plastic gauge containing notches 5, 10, 15, 20, and 25 millimeters wide. The number of follicles within a given size range could be quickly determined by finding the smallest notch into which the follicles fit. It was necessary to weigh all ovaries after preservation since some of them had not been weighed when fresh. Since all ovarian samples were preserved in the same manner, weights remained relatively the same. Preserved material was lighter than fresh by an average of 13 per cent. Follicles less than one millimeter in diameter were not counted. Corpora lutea and corpora albicantia were studied under a binocular dissecting microscope. No histological studies were made of the female reproductive system.
Ovarian follicles and oviducal eggs were recorded separately for the right and left sides. Each ovary was always kept associated with the oviduct of the same side, but in some instances it was not recorded whether the organs were left or right.
Ovaries ordinarily weighed most in October, March, and April, when most females contained enlarged follicles, and least in August and September when the supply of enlarged follicles was usually exhausted (Figs. 4 and 5).
The ovarian cycle begins in July or August, after ovulation has occurred. At that time many minute follicles form on the germinal ridges of the ovaries. On the basis of the material that I examined, it seems that ovarian follicles either grow to nearly mature size in the season preceding ovulation and remain quiescent over winter or grow rapidly in the period of approximately six weeks between spring emergence and ovulation. Altland (1951:603-5) reported that the former condition was the usual one in _T. carolina_; he suggested that possibly some of the enlarged follicles were absorbed during hibernation.
Examination of yolks of oviducal eggs revealed that follicles mature when they reach a diameter of 16 to 20 millimeters and a weight of two to two and one-half grams (Pl. 20, Fig. 1).
The enlarged follicles remaining on the ovaries after ovulation (excluding those smaller than six mm.) can be grouped according to diameter as: large (greater than 15 mm.), medium (11 to 15 mm.), and small (six to 10 mm.). Ten females collected in the period from June 2 to 8, after they had ovulated, all had follicles falling in at least one of these size groups, and eight had follicles falling in two or more of the groups. In females having enlarged follicles of more than one of the size groups, there were several follicles in each of two groups and no follicles, or only one follicle, in the remaining group. Enlarged follicles represent future clutches but whether the enlarged follicles will be ovulated in the same season or in a later season is questionable.
Evidence found in the present study suggested that at least a few females lay more than one clutch of eggs per year. Among 34 specimens obtained in June and July, eight (24 per cent) had corpora lutea (or easily discernible corpora albicantia) and at least two follicles more than 15 millimeters in diameter; in three specimens (9 per cent) the ovaries bore fresh corpora lutea (representing recent ovulations) and a set of older corpora lutea (representing ovulations that had occurred several weeks previously). It was thought that each of these eleven females (33 per cent of sample) had produced or would have produced two clutches of eggs in the season of its capture. The number of large follicles present after the first set of ovulations (mean, 3.5) was fewer in most instances than the average clutch-size (see below), indicating that second clutches are smaller than first clutches. Smaller second clutches were found also in _T. carolina_ (Legler, 1958).
Further evidence for multiple clutches was the absence of enlarged ovarian follicles in some females obtained in September. Atretic follicles, ordinarily orange, brown, or purplish, were observed on the ovaries of many of the females examined; in most instances, not more than two follicles of the small or medium size groups were atretic. Atresia was in no instance great enough to account for the complete loss of enlarged follicles.
Further study probably will show that many of the females laying in May and early June lay again before the end of July, and that eggs in the oviducts of females captured in the latter month frequently represent second clutches. Under favorable conditions, eggs laid by the end of July would have a good chance of hatching before the advent of cold weather in autumn; turtles hatching too late to escape from the nest could burrow into its sides and probably escape freezing temperatures.
Cagle's findings concerning _Pseudemys scripta_ (1950:38) and _Chrysemys picta_ (1954:228-9) suggest that these species lay more than one clutch per season, at least in the southern parts of their ranges. Carr (1952) indicated that multiple layings were known in most species of marine turtles (families Dermochelydae and Chelonidae) and strongly suspected in other species. Other turtles recorded to have produced multiple clutches in a single season (based chiefly on captive specimens or cultured populations) include: the starred tortoise, _Geochelone elegans_ (Deraniyagala, 1939:287); the Asiatic trionychid, _Lissemys punctata_ (_op. cit._:304); the diamond-backed terrapin, _Malaclemys terrapin_ (Hildebrand and Prytherch, 1947:2); and the Japanese soft-shelled turtle, _Trionyx japonicus_ (Mitsukuri, 1895, cited by Cagle, 1950:38).
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Natural History of the Ornate Box Turtle, Terrapene ornata ornata AgassizChapter I: Part 1
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