The phylogenetic position of the Pterosauria within the Archosauromorpha re-examined

A previous analysis of the phylogenetic position of the Pterosauria argued that pterosaurs were not closely related to dinosaurs as is generally accepted, but rather were outside the crown group Archosauria. However, that study was dismissed for the use of inappropriate methods. Here, the data set from that analysis was divided into five partitions: one with characters associated with cursorial digitigrade bipedal locomotion and the other four with characters from the skull and mandible, postcranial axial skeleton, forelimb and hindlimb, respectively. The partitions were subjected to homogeneity testing, and the Cursorial partition was found to be incongruent with other partitions and all other characters at the α = 0.01 probability level. Deletion of the Pterosauria removed all significant incongruence, demonstrating that the incongruence results from the coding of pterosaurs for the cursorial characters. The cause of the incongruence was interpreted as homoplasy in hindlimb morphology, and after re-evaluating and reformulating the characters of the Cursorial partition, the revised data set was tested for homogeneity and no significant incongruence was found. Lastly, the data set was updated with additional characters and taxa from recent analyses, tested as before, and when analysed suggested that the Pterosauria were basal archosauriforms well outside the crown group Archosauria.     

Classification and phylogeny of the diapsid reptiles

Reptiles with two temporal openings in the skull are generally divided into two groups–the Lepidosauria (lizards, snakes, Sphenodon , 'eosuchians') and the Archosauria (crocodiles, thecodontians, dinosaurs, pterosaurs). Recent suggestions that these two are not sister-groups are shown to be unproven, whereas there is strong evidence that they form a monophyletic group, the Diapsida, on the basis of several synapomorphies of living and fossil forms. A cladistic analysis of skull and skeletal characters of all described Permo-Triassic diapsid reptiles suggests some significant rearrangements to commonly held views. The genus Petrolacosaurus is the sister-group of all later diapsids which fall into two large groups–the Archosauromorpha (Pterosauria, Rhynchosauria, Prolacertiformes, Archosauria) and the Lepidosauromorpha (Younginiformes, Sphenodontia, Squamata). The pterosaurs are not archosaurs, but they are the sister-group of all other archosauromorphs. There is no close relationship between rhynchosaurs and sphenodontids, nor between Prolacerta or Tanystropheus and lizards. The terms 'Eosuchia', 'Rhynchocephalia' and 'Protorosauria' have become too wide in application and they are not used. A cladistic classification of the Diapsida is given, as well as a phylogenetic tree which uses cladistic and stratigraphic data.     

Palaeogenomics of pterosaurs and the evolution of small genome size in flying vertebrates

The two living groups of flying vertebrates, birds and bats, both have constricted genome sizes compared with their close relatives. But nothing is known about the genomic characteristics of pterosaurs, which took to the air over 70 Myr before birds and were the first group of vertebrates to evolve powered flight. Here, we estimate genome size for four species of pterosaurs and seven species of basal archosauromorphs using a Bayesian comparative approach. Our results suggest that small genomes commonly associated with flight in bats and birds also evolved in pterosaurs, and that the rate of genome-size evolution is proportional to genome size within amniotes, with the fastest rates occurring in lineages with the largest genomes. We examine the role that drift may have played in the evolution of genome size within tetrapods by testing for correlated evolution between genome size and body size, but find no support for this hypothesis. By contrast, we find evidence suggesting that a combination of adaptation and phylogenetic inertia best explains the correlated evolution of flight and genome-size contraction. These results suggest that small genome/cell size evolved prior to or concurrently with flight in pterosaurs. We predict that, similar to the pattern seen in theropod dinosaurs, genome-size contraction preceded flight in pterosaurs and bats.     

The arboreal leaping theory of the origin of pterosaur flight

Three theories about the origin of flight in pterosaurs have been proposed: 1) the arboreal parachuting theory (passive falling from trees leading to gliding and eventually to powered flight); 2) the cursorial theory (bipedal running and leaping leading directly to powered flight); and 3) the arboreal leaping theory (active leaping between branches and trees leading to powered flight). The available evidence as to the functional morphology of pterosaurs, and in particular their hindlimb, is reviewed and used to test the three theories. Pterosaurs were well suited for arboreality and their hindlimb morphology argues against cursoriality, but supports an arboreal leaping lifestyle for early pterosaurs or their immediate ancestors.     

Theropod Locomotion

Theropod (carnivorous) dinosaurs spanned a range from chicken-sizedto elephant-sized animals. The primary mode of locomotion inthese dinosaurs was fairly conservative: Theropods were erect,digitigrade, striding bipeds. Even so, during theropod evolutionthere were changes in the hip, tail, and hindlimb that undoubtedlyaffected the way these dinosaurs walked and ran, a trend thatreached its extreme in the evolution of birds. Some derivednon-avian theropods developed hindlimb proportions that suggesta greater degree of cursoriality than in more primitive groups.Despite this, fossilized trackways provide no evidence for changesin stride lengths of early as opposed to later non-avian theropods.However, these dinosaurs did take relatively longer strides—atleast compared with footprint length—than bipedal ornithischiandinosaurs or ground birds. Judging from trackway evidence, non-aviantheropods usually walked, and seldom used faster gaits. Thelargest theropods were probably not as fleet as their smallerrelatives.     

Locomotion in ornithischian dinosaurs: an assessment using three‐dimensional computational modelling

Ornithischian dinosaurs were primitively bipedal with forelimbs modified for grasping, but quadrupedalism evolved in the clade on at least three occasions independently. Outside of Ornithischia, quadrupedality from bipedal ancestors has only evolved on two other occasions, making this one of the rarest locomotory transitions in tetrapod evolutionary history. The osteological and myological changes associated with these transitions have only recently been documented, and the biomechanical consequences of these changes remain to be examined. Here, we review previous approaches to understanding locomotion in extinct animals, which can be broadly split into form–function approaches using analogy based on extant animals, limb‐bone scaling, and computational approaches. We then carry out the first systematic attempt to quantify changes in locomotor muscle function in bipedal and quadrupedal ornithischian dinosaurs. Using three‐dimensional computational modelling of the major pelvic locomotor muscle moment arms, we examine similarities and differences among individual taxa, between quadrupedal and bipedal taxa, and among taxa representing the three major ornithischian lineages (Thyreophora, Ornithopoda, Marginocephalia). Our results suggest that the ceratopsid Chasmosaurus and the ornithopod Hypsilophodon have relatively low moment arms for most muscles and most functions, perhaps suggesting poor locomotor performance in these taxa. Quadrupeds have higher abductor moment arms than bipeds, which we suggest is due to the overall wider bodies of the quadrupeds modelled. A peak in extensor moment arms at more extended hip angles and lower medial rotator moment arms in quadrupeds than in bipeds may be due to a more columnar hindlimb and loss of medial rotation as a form of lateral limb support in quadrupeds. We are not able to identify trends in moment arm evolution across Ornithischia as a whole, suggesting that the bipedal ancestry of ornithischians did not constrain the development of quadrupedal locomotion via a limited number of functional pathways. Functional anatomy appears to have had a greater effect on moment arms than phylogeny, and the differences identified between individual taxa and individual clades may relate to differences in locomotor performance required for living in different environments or for clade‐specific behaviours.     

A morphospace‐based test for competitive exclusion among flying vertebrates: did birds,bats and pterosaurs get in each other's space?

Three vertebrate groups – birds, bats and pterosaurs – have evolved flapping flight over the past 200 million years. This innovation allowed each clade access to new ecological opportunities, but did the diversification of one of these groups inhibit the evolutionary radiation of any of the others? A related question is whether having the wing attached to the hindlimbs in bats and pterosaurs constrained their morphological diversity relative to birds. Fore‐ and hindlimb measurements from 894 specimens were used to construct a morphospace to assess morphological overlap and range, a possible indicator of competition, among the three clades. Neither birds nor bats entered pterosaur morphospace across the Cretaceous–Paleogene (Tertiary) extinction. Bats plot in a separate area from birds, and have a significantly smaller morphological range than either birds or pterosaurs. On the basis of these results, competitive exclusion among the three groups is not supported.     

Terrestrial locomotion in pterosaurs

On the basis of a well‐preserved pelvis of Anhanguera sp. from the Lower Cretaceous (Aptian) of the Chapada do Araripe, Brazil, the problem of terrestrial locomotion in pterosaurs is discussed. A three‐dimensional reconstruction of the pelvis led to a lateral, dorsal and posterior orientation of the acetabula. By use of the preserved proximal ends of the femora of the same individual, the articulation in the hip socket could be tested. The normal articulation of the femur resulted in a horizontal position of the femur shaft, probably during flight. For constructional reasons the femur could not be brought down to a vertical position. Therefore, a parasagittal swing of the femora necessary for a bird‐like stance and gait must have been impossible. It is suggested that in pterosaurs the wing membrane was attached to the upper leg, which helped in stretching, steering and cambering.

Moreover, on the basis of comparisons of the fossil preservation of pterosaurs Compsognathus and Archaeopteryx in the Solnhofen limestone, it is concluded that the femora of pterosaurs were splayed out laterally, and that they had a semi‐erect gait. They were not bipedal animals, but had to use their fore limbs as well on the ground. Nevertheless, as vertebrates extremely adapted to flight, they could not have been able quadrupeds, either.     

Pelvic and hindlimb myology of the basal archosaur Poposaurus gracilis (archosauria: Poposauroidea)

The discovery of a largely complete and well preserved specimen of Poposaurus gracilis has provided the opportunity to generate the first phylogenetically based reconstruction of pelvic and hindlimb musculature of an extinct nondinosaurian archosaur. As in dinosaurs, multiple lineages of basal archosaurs convergently evolved parasagittally erect limbs. However, in contrast to the laterally projecting acetabulum, or “buttress erect” hip morphology of ornithodirans, basal archosaurs evolved a very different, ventrally projecting acetabulum, or “pillar erect” hip. Reconstruction of the pelvic and hindlimb musculotendinous system in a bipedal suchian archosaur clarifies how the anatomical transformations associated with the evolution of bipedalism in basal archosaurs differed from that of bipedal dinosaurs and birds. This reconstruction is based on the direct examination of the osteology and myology of phylogenetically relevant extant taxa in conjunction with osteological correlates from the skeleton of P. gracilis. This data set includes a series of inferences (presence/absence of a structure, number of components, and origin/insertion sites) regarding 26 individual muscles or muscle groups, three pelvic ligaments, and two connective tissue structures in the pelvis, hindlimb, and pes of P. gracilis. These data provide a foundation for subsequent examination of variation in myological orientation and function based on pelvic and hindlimb morphology, across the basal archosaur lineage leading to extant crocodilians. J. Morphol., 2011. © 2011 Wiley‐Liss, Inc.     

L’origine et l’évolution des oiseaux : 35 années de progrès

The origin and evolution of birds: 35 years of progress. Birds are dinosaurs – specifically, small feathered and flighted theropod dinosaurs that probably originated in Laurasia during the Late Jurassic over 140 million years ago. They are most closely related to other small theropods such as dromaeosaurs and troodontids, terrestrial predators that were fleet-footed hunters. The origin of birds is a classic example of two kinds of macroevolution: the phylogenetic origin of the group, and the sequential assembly of adaptations such as flight that are indelibly associated with birds. These adaptations were not assembled all at once. Rather, a great many characteristics associated with birds and flight first appeared in non-avian dinosaurs, where they were used for many purposes other than flight. These included insulation, brooding, and probably display and species recognition. Birds diversified steadily but gradually after their origin, which is identified with the origin of flight (Archaeopteryx); forelimb and other flight-associated features evolved more rapidly than features associated with the posterior skeleton. The first birds grew more slowly than extant birds do, and more like other small Mesozoic dinosaurs; like them, they probably matured sexually well before they completed their active skeletal growth. The origin of flight is not a problem of “trees down” or “ground up,” but rather an examination of the order in which diagnostic flight characters evolved, and what each stage can reveal about the functions and habits of bird outgroups at those evolutionary junctures.     

A biomechanical approach on the optimal stance of Anhanguera piscator (Pterodactyloidea) and its implications for pterosaur gait on land

The stance of pterosaurs on land is traditionally a controversial question. Here, we show that pterosaurs like Anhanguera piscator were quadrupeds. An osteological model of A. piscator was three-dimensionally built in digital space. The reconstructed muscles of its pelvic girdle were then placed on their points of origin and insertion to allow the biomechanical calculations to find the most efficient stance on land to be performed. The hindlimb readjustment (i.e. the repositioning of the hindlimb according to the achieved results) led to a pelvic counterclockwise displacement at 10°, which means that the ilium previously placed at 0° regarding an axis parallel to the ground was moved (and so the whole pelvis) 10° up from the preacetabular process. This new position prevents A. piscator from having a fully upright stance. A 10° displacement of the pelvic girdle would compel the forelimbs to be highly sprawled. Therefore, this study affords A. piscator having a quadrupedal gait and demonstrates that a bipedal stance is not viable once the lever arm values decrease abruptly both for extensor and flexor muscles during the femoral extension. This is the first time this approach is used to shed light on this question.     

Turning Semicircular Canal Function on Its Head: Dinosaurs and a Novel Vestibular Analysis

Previous investigations have correlated vestibular function to locomotion in vertebrates by scaling semicircular duct radius of curvature to body mass. However, this method fails to discriminate bipedal from quadrupedal non-avian dinosaurs. Because they exhibit a broad range of relative head sizes, we use dinosaurs to test the hypothesis that semicircular ducts scale more closely with head size. Comparing the area enclosed by each semicircular canal to estimated body mass and to two different measures of head size, skull length and estimated head mass, reveals significant patterns that corroborate a connection between physical parameters of the head and semicircular canal morphology. Head mass more strongly correlates with anterior semicircular canal size than does body mass and statistically separates bipedal from quadrupedal taxa, with bipeds exhibiting relatively larger canals. This morphologic dichotomy likely reflects adaptations of the vestibular system to stability demands associated with terrestrial locomotion on two, versus four, feet. This new method has implications for reinterpreting previous studies and informing future studies on the connection between locomotion type and vestibular function.     

A Catalog of Pterosaur Pedes for Trackmaker Identification

The matching of ichnites to extinct trackmakers has been done successfully with a variety of taxa, from basal hominids to basal tetrapods. Traces attributed to pterosaurs have been studied for more than 50 years, but little interest has been shown in the pedes themselves. While ichnites can vary greatly in their correspondence to their trackmaker, most pterosaur tracks appear to preserve sufficient detail to assess their origins. This report presents a catalog of pterosaur pedal skeletons that can be matched to a wider spectrum of ichnites, including digitigrade and bipedal ichnites previously not associated with pterosaurs. A variety of pedal characters separate several putative genera into distinct clades, some only distantly related to one another. Distinct pedal characters indicate certain tiny pterosaurs were not juveniles of dissimilar adults, but were separate taxa and likely adults themselves. A squamate and fenestrasaur origin for pterosaurs is supported. These new insights overturn long-standing paradigms. The pterosaur pes contains a wealth of data that should not be ignored. Application of this data enables a more precise identification of both skeletal taxa and ichnotaxa.     

LOCOMOTOR MODULES AND THE EVOLUTION OF AVIAN FLIGHT

The evolution of avian flight can be interpreted by analyzing the sequence of modifications of the primitive tetrapod locomotor system through time. Herein, we introduce the term “locomotor module” to identify anatomical subregions of the musculoskeletal system that are highly integrated and act as functional units during locomotion. The first tetrapods, which employed lateral undulations of the entire body and appendages, had one large locomotor module. Basal dinosaurs and theropods were bipedal and possessed a smaller locomotor module consisting of the hind limb and tail. Bird flight evolved as the superimposition of a second (aerial) locomotor capability onto the ancestral (terrestrial) theropod body plan. Although the origin of the wing module was the primary innovation, alterations in the terrestrial system were also significant. We propose that the primitive theropod locomotor module was functionally and anatomically subdivided into separate pelvic and caudal locomotor modules. This decoupling freed the tail to attain a new and intimate affiliation with the forelimb during flight, a configuration unique to birds. Thus, the evolution of flight can be viewed as the origin and novel association of locomotor modules. Differential elaboration of these modules in various lineages has produced the diverse locomotor abilities of modern birds.     

Biomechanics of Running Indicates Endothermy in Bipedal Dinosaurs

Background

One of the great unresolved controversies in paleobiology is whether extinct dinosaurs were endothermic, ectothermic, or some combination thereof, and when endothermy first evolved in the lineage leading to birds. Although it is well established that high, sustained growth rates and, presumably, high activity levels are ancestral for dinosaurs and pterosaurs (clade Ornithodira), other independent lines of evidence for high metabolic rates, locomotor costs, or endothermy are needed. For example, some studies have suggested that, because large dinosaurs may have been homeothermic due to their size alone and could have had heat loss problems, ectothermy would be a more plausible metabolic strategy for such animals.

Methodology/Principal Findings

Here we describe two new biomechanical approaches for reconstructing the metabolic rate of 14 extinct bipedal dinosauriforms during walking and running. These methods, well validated for extant animals, indicate that during walking and slow running the metabolic rate of at least the larger extinct dinosaurs exceeded the maximum aerobic capabilities of modern ectotherms, falling instead within the range of modern birds and mammals. Estimated metabolic rates for smaller dinosaurs are more ambiguous, but generally approach or exceed the ectotherm boundary.

Conclusions/Significance

Our results support the hypothesis that endothermy was widespread in at least larger non-avian dinosaurs. It was plausibly ancestral for all dinosauriforms (perhaps Ornithodira), but this is perhaps more strongly indicated by high growth rates than by locomotor costs. The polarity of the evolution of endothermy indicates that rapid growth, insulation, erect postures, and perhaps aerobic power predated advanced “avian” lung structure and high locomotor costs.     

Avian Cerebellar Floccular Fossa Size Is Not a Proxy for Flying Ability in Birds

Extinct animal behavior has often been inferred from qualitative assessments of relative brain region size in fossil endocranial casts. For instance, flight capability in pterosaurs and early birds has been inferred from the relative size of the cerebellar flocculus, which in life protrudes from the lateral surface of the cerebellum. A primary role of the flocculus is to integrate sensory information about head rotation and translation to stabilize visual gaze via the vestibulo-occular reflex (VOR). Because gaze stabilization is a critical aspect of flight, some authors have suggested that the flocculus is enlarged in flying species. Whether this can be further extended to a floccular expansion in highly maneuverable flying species or floccular reduction in flightless species is unknown. Here, we used micro computed-tomography to reconstruct “virtual” endocranial casts of 60 extant bird species, to extract the same level of anatomical information offered by fossils. Volumes of the floccular fossa and entire brain cavity were measured and these values correlated with four indices of flying behavior. Although a weak positive relationship was found between floccular fossa size and brachial index, no significant relationship was found between floccular fossa size and any other flight mode classification. These findings could be the result of the bony endocranium inaccurately reflecting the size of the neural flocculus, but might also reflect the importance of the flocculus for all modes of locomotion in birds. We therefore conclude that the relative size of the flocculus of endocranial casts is an unreliable predictor of locomotor behavior in extinct birds, and probably also pterosaurs and non-avian dinosaurs.     

Biomechanical modeling and sensitivity analysis of bipedal running ability. II. Extinct taxa

Using an inverse dynamics biomechanical analysis that was previously validated for extant bipeds, I calculated the minimum amount of actively contracting hindlimb extensor muscle that would have been needed for rapid bipedal running in several extinct dinosaur taxa. I analyzed models of nine theropod dinosaurs (including birds) covering over five orders of magnitude in size. My results uphold previous findings that large theropods such as Tyrannosaurus could not run very quickly, whereas smaller theropods (including some extinct birds) were adept runners. Furthermore, my results strengthen the contention that many nonavian theropods, especially larger individuals, used fairly upright limb orientations, which would have reduced required muscular force, and hence muscle mass. Additional sensitivity analysis of muscle fascicle lengths, moment arms, and limb orientation supports these conclusions and points out directions for future research on the musculoskeletal limits on running ability. Although ankle extensor muscle support is shown to have been important for all taxa, the ability of hip extensor muscles to support the body appears to be a crucial limit for running capacity in larger taxa. I discuss what speeds were possible for different theropod dinosaurs, and how running ability evolved in an inverse relationship to body size in archosaurs.     

Cope's Rule in the Pterosauria, and differing perceptions of Cope's Rule at different taxonomic levels

The remarkable extinct flying reptiles, the pterosaurs, show increasing body size over 100 million years of the Late Jurassic and Cretaceous, and this seems to be a rare example of a driven trend to large size (Cope's Rule). The size increases continue throughout the long time span, and small forms disappear as larger pterosaurs evolve. Mean wingspan increases through time. Examining for Cope's Rule at a variety of taxonomic levels reveals varying trends within the Pterosauria as a whole, as pterodactyloid pterosaurs increase in size at all levels of examination, but rhamphorhynchoid pterosaurs show both size increase and size decrease in different analyses. These results suggest that analyses testing for Cope's Rule at a single taxonomic level may give misleading results.     

Interrelationships of the ostariophysan fishes (Teleostei)

The history of ostariophysan classification is summarized and it is noted that traditional concepts of relationships have never been supported by characters found to be unique to the taxa. We present a new hypothesis of relationships among four of the five major ostariophysan lineages: Cypriniformes, Characiformes, Siluroidei, and Gymnotoidei (Otophysi). Cypriniforms are the sister-group of the remaining three (Characiphysi), and characiforms are the sister-group of siluroids plus gymnotoids (Siluriformes). Placement of the Gonorynchiformes as the sister-group of the Otophysi is supported by additional evidence. Each of the five lineages is monophyletic. Analysis was concentrated upon species thought to be the least specialized within each lineage; choices of these species are discussed. Chanos is determined to be a relatively primitive gonorynchiform morphologically and the sister-group of all other Recent members of the order. Opsariichthys and Zacco are found to be morphologically primitive cypriniforms. We propose that a monophyletic group comprising the Citharinidae and Distichodontidae forms the sister-group of all other characiforms. Within the two families, Xenocharax is the least specialized. We suggest that Hepsetus, the erythrinids, and the ctenoluciids are more derived than the distichodontids and citharinids, and may form a monophyletic group within die characiforms. The traditional hypothesis that Diplomystes is the primitive sister-group of all Recent siluroids is substantiated. Our evidence suggests that Sternopygus is the most primitive gymnotoid morphologically; but rather than being the sister-group of all other gymnotoids, it is the primitive sister-group within a lineage called the Sternopygidae by Mago-Leccia. Previous explanations of otophysan distribution have been based on notions of relationships which are unsupported by the evidence presented herein. Our own analysis of relationships serves primarily to make clear the extent of sympatry, and therefore the probability of dispersal, among the major ostariophysan lineages. The extent of sympatry, together with the widespread distribution of ostariophysans, suggests that the group is older than previously supposed, and our hypotheses of relationships among the characiforms implies that many of the extent characiform lineages evolved before the separation of Africa and South America. Further understanding of ostariophysan distribution must await phylogenetic analysis within each of the five major lineages so that distributions linked with vicariance patterns and dispersal events can be sorted out.