Avian sex chromosomes: dosage compensation matters
Heather A. McQueen & Michael Clinton
# Springer Science + Business Media B.V. 2009
Abstract In 2001 it was established that, contrary to
our previous understanding, a mechanism exists that
equalises the expression levels of Z chromosome
genes found in male (ZZ) and female (ZW) birds
(McQueen et al. 2001). More recent large scale
studies have revealed that avian dosage compensation
is not a chromosome-wide phenomenon and that the
degree of dosage compensation can vary between
genes (Itoh et al. 2007; Ellegren et al. 2007).
Although, surprisingly, dosage compensation has
recently been described as absent in birds (Mank
and Ellegren 2009b), this interpretation is not sup-
ported by the accumulated evidence, which indicates
that a significant proportion of Z chromosome genes
show robust dosage compensation and that a partic-
ular cluster of such dosage compensated genes can be
found on the short arm of the Z chromosome. The
implications of this new picture of avian dosage
compensation for avian sex determination are dis-
cussed, along with a possible mechanism of avian
dosage compensation.
Keywords Z chromosome . Dosage compensation .
Sex determination .MHMvalley
Abbreviations
MHM male hypermethylated region
DMRT1 doublesex and Mab-3-related transcription
factor 1
RT-
PCR
reverse transcriptase polymerase chain
reaction
QPCR quantitative RT-PCR.
The role of the avian Z and W chromosomes in sex
determination is unclear
In birds, the sex chromosomes are designated Z and
W, and the females possess a heterologous pair of sex
chromosomes (ZW) while male sex chromosomes are
homologous (ZZ). The chicken Z chromosome is
approximately 74Mb long and well represented (with
840 genes identified) in the most recent (May 2006)
build of the chicken genome sequence (International
Chicken Genome Sequencing consortium 2004,
Wahlberg et al. 2007), while the small and highly
heterochromatic W chromosome is poorly represented
with only 260Kb of sequence available and only 4
genes identified. Despite the shared ancestry between
Chromosome Research (2009) 17:687–697
DOI 10.1007/s10577-009-9056-8
Responsible Editor: Edith Heard.
H. A. McQueen (*)
Institute of Cell Biology University of Edinburgh,
West Mains Rd,
Edinburgh EH9 3JR, UK
e-mail: h.mcqueen@ed.ac.uk
M. Clinton
Division of Developmental Biology,
Roslin Institute and R(D)SVS, Edinburgh University,
Midlothian EH25 9PS, UK
e-mail: michael.clinton@roslin.ed.ac.uk
the Z and W chromosomes, a lack of meiotic pairing
along most of the length of the female-specific W
chromosome has resulted in its degeneration in both
size and sequence content. Lack of recombination
between heterologous sex chromosomes is a general
phenomenon in the evolution of differentiated sex
chromosomes from autosomes, and is thought to be
initiated by the isolation of a sex determining gene or
genes on one proto-sex chromosome. The identity of
the avian sex-determining gene remains unknown and
there are two likely mechanisms for sex-determination
in birds. A W chromosome based sex-determining
mechanism would require a female-specific ovary
determining gene located on the W chromosome,
while a Z chromosome dosage-based system would
be dependent on the number of Z chromosomes
present (1 x Z = ovary, 2 x Z = testis). A number of
potential avian sex determining genes have been
identified and the currently most popular scheme
proposes a dosage mechanism of sex determination
(reviewed in Ferguson-Smith 2007), which depends
on the conserved Z chromosome location of the
DMRT1 gene in birds (Nanda et al. 2008). Interest-
ingly, the Z and W chromosomes of ratite birds are
almost homologous showing minimal W degeneration
(Shetty et al. 1999) and are believed to represent an
early stage of sex chromosome differentiation. The
presence of DMRT1 on the ratite Z chromosome and
its absence from the near homomorphic W chromo-
some (Shetty et al. 2002) is taken as strong evidence
of the sex-determining credentials of this gene.
The DMRT1 gene is a provocative
but unconfirmed candidate for the key avian
sex-determining gene
The vertebrate DMRT1 (doublesex and Mab-3-related
transcription factor 1) gene is thought to represent an
evolutionary conserved sexual regulator owing to a
shared ancestry with fly and worm sexual regulators
(Raymond et al. 1998). Moreover, DMRT1 has a
widespread and common role in sexual differentiation
across vertebrate species, often showing temporally
appropriate sexually dimorphic expression during
differentiation of the male gonads (Raymond et al.
1999). Chicken DMRT1 is located on the Z chromo-
some and is expressed at higher levels in male (ZZ)
gonads than in female (ZW) gonads, both at and after
the suspected point of sex determination on embryonic
day 5.5 (Smith et al. 1999). Significantly, DMRT1
expression is elevated in embryonic female gonads
‘masculinised’ by the action of the aromatase inhibitor,
fadrozole (Smith et al. 2003). However, despite the
conserved role of DMRT1 as a downstream sexual
regulator in male sexual development in many species,
no precedent exists for DMRT1 as the key sex-
determining gene and the theory of DMRT1 as an
avian sex-determining gene hinges on mapping of this
gene specifically to the avian Z. Recent mapping data
for other ZW species show that DMRT1 double dose
can not represent a common mechanism of ZW sex-
determination since DMRT1 maps to both Z and W in
some lizards (Kawai et al. 2009) and is autosomal in
snakes (Matsubara et al. 2006) and ZW turtles (Kawai
et al. 2007). Interestingly, the unusual multi-copy sex
chromosomes (five XX or XY pairs) of the platypus
show some conserved synteny with avian sex chromo-
somes (Grutzner et al. 2004; Rens et al. 2007). Here
the DMRT1 gene is found on the 5th platypus X
chromosome (X5) (Veyrunes et al. 2008), and is
present as a double-dose in female platypus and a
single dose in males, which contrasts with the situation
in birds. Perhaps sex-differential expression of this
gene is important for sex determination in these
disparate systems but, if so, the primary determinant
cannot be double DMRT1 dosage in all cases.
One modification of the DMRT1 sex determination
theory in birds assigns a role to the Z located non-
coding RNA known as MHM (male hypermethylated
region), which is only expressed in females (Teranishi
et al. 2001). This RNA of unknown function, has
been shown to accumulate at the site of transcription
which is cytogenetically adjacent to the DMRT1 locus
(Teranishi et al. 2001). It has been suggested that
MHM RNA represses DMRT1 expression in females
as part of the sex determination process (Ferguson-
Smith 2007). However, to date there is no evidence of
any direct interaction between MHM and DMRT1,
nor evidence that MHM has any capacity to silence
gene expression. Moreover, sequence information
from the most recent build of the chicken genome
(May 2006) predicts more than 1Mb of sequence and
11 other genes to lie between the two loci (Fig. 1).
The alternative hypothesis to a dosage-based
mechanism of sex-determination holds that the W
chromosome may carry an ovary-determining gene.
The current paucity of sequence information available
688 H.A. McQueen, M. Clinton
for the W chromosome confounds full exploration of
this possibility and the strongest W candidate to date
(the HINTW gene reviewed in Smith 2007) has now
been shown to lack dominant sex-determining potential
during mis-expression experiments (Smith et al. 2009).
A further possibility exists that avian sex determina-
tion relies not on sex specific expression differences at a
single locus but rather on a different pattern of expression
at multiple loci between the two sexes, resulting from the
different ZZ versus ZW sex chromosome constitutions.
Female avian Z chromosome genes have a reduced
gene dosage relative to autosomal and male Z genes
The evolution of heteromorphic ZW sex chromosomes
in birds has the consequence that all female Z
chromosome genes are monosomic. One would expect
that such significant aneuploidy would not be easily
tolerated (Birchler 2009) and recent studies in mam-
mals and insects provide concrete evidence of the need
to balance the expression of hemizygous sex chromo-
some genes with the expression of autosomes (Cheng
and Disteche 2006). Genome-wide microarray expres-
sion analysis has recently demonstrated that male
mammals achieve global upregulation of expression
from their single X chromosome in order to equal the
level of expression from autosomal genes, which are
present in twice the dose (Nguyen and Disteche
2006a). Similarly for the nematode worm, despite the
previously accepted dosage compensation mechanism
of “double-down” regulation of expression from the
two hermaphrodite X chromosomes, the single male X
chromosome is now shown to be up-regulated to give a
male X to autosome expression ratio of 1 (Gupta et al.
2006). In addition to, or perhaps as a result of, this sex
chromosome to autosome balancing, further modifica-
tions occur to reduce sex chromosome expression in
homogametic individuals, resulting in equalisation of
expression between the sexes. Such modifications in
mammals and insects are well studied (reviewed
elsewhere in this issue) and the term “dosage compen-
sation” is used to describe the normalisation of sex
chromosome gene expression that results. The question
then arises of whether birds also perform some form of
dosage compensation in order to correct for the reduced
gene dosage along the single female Z chromosome.
Sex chromosome dosage compensation occurs
in birds
Until relatively recently dosage compensation was
widely accepted to be absent in birds, principally
Fig. 1 The “MHM valley” region on female chicken Zp
showing the positions and dosage compensation status of 61
genes. Genes positions are plotted along the map in kilobases
from the Zp telomere, and symbols are attributed according to
male to female ratios provided (Itoh et al 2007 supplementary
data). Green circles denote dosage compensated genes with
ratios of 1.3 or less in any tissue, red diamonds indicate non-
compensated genes with ratios of 1.5 or above in all tissues
tested and genes intermediate between these two categories are
shown as black squares. Expression data was unavailable for
DMRT1, DMRT3, and a further 33 annotated genes in this
region which are not shown. Locations of the DMRT genes and
the MHM gene are taken from the 2.1 build of the chicken
genome (accessed 27/11/2008). The red triangle indicates the
absence from this sequence of approximately 450 Kb of
repetitive MHM sequence. The end of a 9 Kb region showing
MHM homology (27,963 kb to 27,972 kb) coincides precisely
with an annotated sequencing gap which is presumably
approximately 450 Kb long to accommodate the missing
MHM sequence. A further 19 gaps exist in the region shown.
Pink and red broken lines along the bottom of the diagram
indicate that this region is strongly acetylated at H4K16, and
painted with non-coding MHM transcripts, specifically on the
female Z. Neither the length nor the boundaries of these
modified areas are known due to their cytogenetic detection.
MHM* indicates that the MHM gene has been confirmed to be
affected by the H4K16 acetylation while DMRT1 is unaffected
Avian dosage compensation 689
on the basis of limited evidence regarding sex-
differential isozyme activity of the Z-linked aconi-
tase protein (Baverstock et al. 1982). However,
around 2001 this view was reversed when two small-
scale studies established that the levels of expression
of some Z chromosome genes were equalised in
male and female birds, suggesting some form of
dosage compensation (McQueen et al. 2001; Kur-
oiwa et al. 2002). Using the limited gene sequences
and map locations available at that time, we
examined transcript levels for a selection of nine
genes dispersed along the chicken Z chromosome.
Expression levels for all nine genes were analysed
by quantitative RT-PCR (QPCR) in early (day 3 and
day 4) male and female chick embryos (McQueen et
al. 2001). Despite observing very heterogeneous
levels of expression between the 12 or more
individual male and female birds analysed for each
gene, similar averaged levels of expression were
found in males and in females for six of these genes
(McQueen et al. 2001, Table 1). We concluded that
these genes must be subject to some form of dosage
compensation but that this regulation did not affect
all Z chromosome genes, since at least one of the
nine genes was clearly not compensated. Dosage
compensation was also independently demonstrated
for one of two additional genes studied in 15 day old
embryos by a similar technique (Kuroiwa et al. 2002,
Table 1). These studies established for the first time
that a significant proportion of avian Z chromosome
genes were subject to dosage compensation, but
gave no real indication as to the extent of this
compensation or to the nature of the mechanism
involved. Such QPCR studies were advantageous in
their ability to detect and present accurate levels of
gene expression for individual genes in individual
animals and to assess the variability that exists. The
small number of genes that were measured could,
however, lead to a skewed impression of the extent
of dosage compensation. Moreover, while male:
female ratios for Z gene expression were measured,
the small number of control autosomal genes
analysed precluded assessment of average Z chro-
mosome: autosome (Z:A) ratios. While comparing
expression levels of Z chromosome genes in male
and female tissues is useful in terms of monitoring
the effects of dosage compensation, the expected
role of dosage compensation would not be to achieve
parity in Z gene expression between the sexes, but
rather to regulate the sex chromosome to autosome
ratio within individuals, similar to the recently
demonstrated upregulation of the single male X
chromosome to autosomal levels in mammals and
nematode worms. The most informative measure-
ment of the extent of sex chromosome dosage
compensation in birds should, therefore, be the
global sex chromosome to autosome expression ratio
in the heterogametic sex, the female Z:A expression
ratio.
Average Z:A gene expression ratios are >0.5
but <1 in female birds indicating that dosage
compensation is not chromosome-wide
Results are now available from a number of
medium- and large-scale studies of gene expression
in male and female avian tissues giving Z:A
expression ratios which provide a more global
picture of the extent of dosage compensation in
birds. In zebra finch, a medium-scale analysis was
performed where 40 Z chromosome genes and 84
autosomal genes were analysed in 4 different adult
and newborn tissues by competitive hybridisation
with mixtures of male and female cDNA (Itoh et al.
2007). Although the experimental design of this
study precluded analysis of Z: A ratios within the
separate sexes, some degree of male over-expression
was detected for 36 Z located genes which argues
against a chromosome wide system of tight dosage
compensation. A larger scale analysis of chicken
gene expression by the same authors used affymetrix
chicken genome microarrays containing more than
16,000 probes of which around 5% represented Z
chromosome genes. Gene expression was measured
in brain, liver and heart from 20 male and 20 female
day 14 embryos, with five sets of pooled samples
from each sex being hybridised separately. Male:
female expression ratios were established for indi-
vidual genes, and used to generate an average male:
female ratio of 1.2–1.4 for the Z-chromosome, while
the average male:female ratio for autosomal genes
was close to 1.0. In contrast, mammals were reported
to show male:female expression ratios close to 1.0
for both autosomal and X-linked genes. Since the
category of Z located genes showing male biased
expression was shown to include housekeeping
genes, the authors concluded that their results did
690 H.A. McQueen, M. Clinton
not simply reflect a preferential Z location for sex-
biased genes, but instead provides evidence of
“ineffective” dosage compensation of avian sex
chromosomes (Itoh et al. 2007). However, the
authors noted that the chicken Z:A ratios, which
were consistently higher in males (0.92–1.08) than
females (0.70–0.87), were nevertheless within the
range of X:A ratios reported for mammals which
does indeed suggest balancing of Z and A gene
expression in birds (Itoh et al. 2007).
In a separate study, chicken affymetrix arrays were
hybridised with day 18 embryonic heart, gonad and
brain samples from each of 4 male and 4 female birds.
Sexually dimorphic expression was reported for just
under a quarter of all genes, of which 25% were
located on the Z chromosome (Ellegren et al. 2007).
Male:female expression ratios were calculated for
individual genes and the mean fold-change of Z gene
expression in male versus female somatic tissues was
reported as 1.42 (although a subsequent study by the
same authors reported a reduced average male: female
expression ratio of 1.24 in embryonic and adult
brain (Mank and Ellegren 2009a)). Autosomal genes
displayed no such sex-specific differences with a
mean fold-change close to 1.0 (Ellegren et al. 2007).
In contrast to the results of Itoh, Ellegren and
colleagues described significantly elevated female A:
Z ratios, (corresponding to low Z:A ratios) quoting a
39% higher level of gene expression for autosomal
versus Z chromosome genes in somatic tissue. This
appears to be at odds with data presented in additional
file 7 (Ellegren et al. 2007) which seems to show
hybridisation intensities for the female Z chromosome
that are in the same range as those from autosomes.
The authors also noted that the overall average level
of expression for dosage compensated Z chromosome
genes tends to be lower than average levels of
autosomal gene expression and conclude that this
reflects down-regulation of male expression rather
than up-regulation of female expression (Ellegren et
al. 2007). This is a surprising finding given our
assumption that the Z: A ratio would principally be a
problem for the heterogametic females where upre-
gulation of expression from the single Z chromosome
might be expected.
It is clear from both studies that a significant
number of genes across the avian Z are expressed at a
higher level (although not normally 2-fold) from the
two male Z chromosomes than from the single female
Z chromosome (Itoh et al. 2007; Ellegren et al. 2007).
This strongly argues against global all-inclusive
dosage compensation across the avian Z and suggests
that many genes are not compensated, or only
partially compensated. Importantly, both papers pres-
Table 1 Dosage compensation status of 10 chicken Z genes showing male to female ratios derived from 3 independent studies
Gene Position on the chromosome m:f ratio
cytogenetic sequence (kb)
Zov3 (p2.1) 14,147-14,166 1.351
Follistatin (p2.2–2.3) 15,391-15,398 1.351
Brm(Smarca2) (p1.2) 27,123-27,225 1.231, 1.13, 1.34, 1.25
VLDL (p1.2–1.3) 27,352-27,367 0.781, 1.03, 0.94, 0.65
CHDZ 50,156-50,203 1.232
ChrnB/ACHB3 (q1.3) 52,500-52,510 1.331
AldoB (q1.5) 63,699-63,708 0.941, 0.93, 0.94, 1.05
ScII (q1.5–1.6) 65,031-65,032 2.241
Ggtb2/B4galt1 (q1.5–1.6) 68,712-68,722 1.391, 2.092, 1.93, 1.94, 1.75
Irebp (q1.6) 69,043-69,081 0.831, 1.13, 1.14, 1.05
Average: 1.271
1 day 3 and day 4 whole embryos analysed by QPCR (McQueen et al. 2001), 2 day 15 embryo fibroblasts analysed by QPCR
(Kuroiwa et al. 2002), 3 day 14 embryonic brain analysed by microarray analysis (Itoh et al. 2007), 4 day 14 embryonic heart analysed
by microarray analysis (Itoh et al. 2007), 5 day 14 embryonic liver analysed by microarray analysis (Itoh et al. 2007)
Avian dosage compensation 691
ent graphs representing the spread of male: female
expression ratios which have an obvious bimodal
appearance rather than a continuous spread from low
to high value