A functional-morphometric analysis of forelimbs in bipedal and quadrupedal heteromyid rodents

The rodent family Heteromyidae contains bipedal hoppers and quadrupedal runners. The possibility that bipedalism is associated with forelimb specialization for nonlocomotory functions, such as burrowing and seed-gathering, motivated a static functional-morphometric and interspecific allometric analysis of 18 metric characters of the forelimb skeleton. A principal-components analysis, across 28 species in six genera, showed that lengths of proximal (scapula, humerus) and distal (ulna, radius, metacarpal) elements were negatively allometric, and widths were positively allometric. Quadrupedal and bipedal species groups showed qualitatively similar allometric patterns, except that scapula width anterior to the spine was positively allometric in quadrupeds and negatively allometric in bipeds; scapula width posterior to the spine was positively allometric in bipeds and isometric in quadrupeds; and olecranon length was isometric in bipeds and positively allometric in quadrupeds. Most morphometric characters varied significantly among species within genera, even when effects of size variation were reduced by reconstructing all species to a common general size (as indicated by their score on the first principal component). These shape differences caused species to vary in the mechanical advantage of the forelimb, of possible importance for digging and seed-harvesting performance. Relative to quadrupeds, bipedal species tended to have greater mechanical advantage for proximal forelimb elements and smaller mechanical advantage for distal forelimb elements, but only the distal pattern remained in reconstructed forms, and no functional character was significantly different when tested over variation among genera nested within locomotion type. Cluster analysis confirmed that forelimb characters related to digging or seed-harvest are not coincident with mode of locomotion. Forelimb characters were, however, associated with digging or seed-harvest performance. Mechanical advantage of the proximal forelimb was positively related to an index of the compaction of soils with which 26 desert-dwelling species are associated, and also to relative use of heavy vs. light soils by nine species in the laboratory. Across 10 species, deviations in seed-harvest rate from expected allometric values were negatively correlated with mechanical advantage of the distal forelimb.     

Forelimb Kinematics of Rats Using XROMM,with Implications for Small Eutherians and Their Fossil Relatives

The earliest eutherian mammals were small-bodied locomotor generalists with a forelimb morphology that strongly resembles that of extant rats. Understanding the kinematics of the humerus, radius, and ulna of extant rats can inform and constrain hypotheses concerning typical posture and mobility in early eutherian forelimbs. The locomotion of Rattus norvegicus has been extensively studied, but the three-dimensional kinematics of the bones themselves remains under-explored. Here, for the first time, we use markerless XROMM (Scientific Rotoscoping) to explore the three-dimensional long bone movements in Rattus norvegicus during a normal, symmetrical gait (walking). Our data show a basic kinematic profile that agrees with previous studies on rats and other small therians: rats maintain a crouched forelimb posture throughout the step cycle, and the ulna is confined to flexion/extension in a parasagittal plane. However, our three-dimensional data illuminate long-axis rotation (LAR) movements for both the humerus and the radius for the first time. Medial LAR of the humerus throughout stance maintains an adducted elbow with a caudally-facing olecranon process, which in turn maintains a cranially-directed manus orientation (pronation). The radius also shows significant LAR correlated with manus pronation and supination. Moreover, we report that elbow flexion and manus orientation are correlated in R. norvegicus: as the elbow angle becomes more acute, manus supination increases. Our data also suggest that manus pronation and orientation in R. norvegicus rely on a divided system of labor between the ulna and radius. Given that the radius follows the flexion and extension trajectory of the ulna, it must rotate at the elbow (on the capitulum) so that during the stance phase its distal end lies medial to ulna, ensuring that the manus remains pronated while the forelimb is supporting the body. We suggest that forelimb posture and kinematics in Juramaia, Eomaia, and other basal eutherians were grossly similar to those of rats, and that humerus and radius LAR may have always played a significant role in forelimb and manus posture in small eutherian mammals.     

EMG of chimpanzee shoulder muscles during knuckle-walking: problems of terrestrial locomotion in a suspensory adapted primate

By most accounts, the upper limb of the chimpanzee is primarily adapted to suspensory postures and locomotion. In order to determine how the derived morphology of the chimpanzee forelimb has affected the form of quadrupedal locomotion displayed by these animals, electromyographic activity patterns of 10 shoulder muscles during knuckle-walking in two chimpanzee subjects were analysed and compared to data on the opossum and cat taken from the literature. Telemetered electromyography coupled with simultaneous video recording was employed in order to study unfettered locomotion in the chimpanzee subjects.
Chimpanzees are characterized by a quadrupedal gait in which the hind limb overstrides the ipsilateral forelimb. Forelimb position in the plane of abduction/adduction is significantly affected by whether the hind limb passes inside or outside its ipsilateral forelimb. The degree of abduction adduction of the forelimb, in turn, influences many of the muscle activity patterns. That is, some muscles would be more frequently or less frequently active, depending on whether the arm was relatively abducted or adducted during a stride. Thus, there can be no single motor programme that generates the step cycle in chimpanzees.
While there are some parallels between muscle recruitment patterns for chimpanzee, opossum and cat quadrupedalism, the results of this study also indicate that many aspects of muscle use in chimpanzees have been significantly influenced by factors related to increased mobility of the upper limb. Finally, this study has revealed that moving the arm forward during swing phase of knuckle-walking is not a simple product of muscular elTort. and that other mechanisms must be involved. However, it is unclear at present exactly what these mechanisms may be.     

FORELIMB FUNCTION IN ORNITHOLESTES HERMANNI OSBORN (DINOSAURIA, THEROPODA)

Abstract:  Ornitholestes hermanni is a Late Jurassic theropod dinosaur from North America. This kinematic study of Ornitholestes uses manual manipulations of forelimb casts to determine range of motion. The manual phalanges of the O. hermanni holotype, previously unidentified, are here identified as phalanges I-1, I-2 (ungual), II-2 and II-3 (ungual). At all represented manual joints, hyperextensibility is small or absent, whereas flexion is strong, as in most other theropods. The elbow can be strongly flexed beyond a right angle. When data on range of forelimb motion in Ornitholestes are added to such data from other theropods, high elbow flexion is present in maniraptoriform coelurosaurs but not in basal theropods. Forelimb functions requiring strong elbow flexion (such as holding objects to the chest, or tucking the forearms in for their protection or to reduce wind resistance or heat loss) were therefore available to maniraptoriform coelurosaurs but not to basal theropods.     

Uniqueness of primate forelimb posture during quadrupedal locomotion

Among the characteristics that are thought to set primate quadrupedal locomotion apart from that of nonprimate mammals are a more protracted limb posture and larger limb angular excursion. However, kinematic aspects of primate or nonprimate quadrupedal locomotion have been documented in only a handful of species, and more widely for the hind than the forelimb. This study presents data on arm (humerus) and forelimb posture during walking for 102 species of mammals, including 53 nonhuman primates and 49 nonprimate mammals. The results demonstrate that primates uniformly display a more protracted arm and forelimb at hand touchdown of a step than nearly all other mammals. Although primates tend to end a step with a less retracted humerus, their total humeral or forelimb angular excursion exceeds that of other mammals. It is suggested that these features are components of functional adaptations to locomotion in an arboreal habitat, using clawless, grasping extremities.     

Seasonal variation in body mass and locomotor kinetics of the fat-tailed dwarf lemur (Cheirogaleus medius)

The fat-tailed dwarf lemur (Cheirogaleus medius) is unusual among primates in storing large amounts of fat subcutaneously prior to hibernating during the winter months. In doing so, it increases its body mass by more than 50%, with a substantial weight gain in the tail. This seasonal increase in mass provides a unique natural experiment to examine how changes in body mass affect substrate reaction forces during locomotion. As body mass increases, it is expected that the limbs of the fat-tailed dwarf lemur will be subjected to greater peak vertical substrate reaction forces during quadrupedal walking. However, whether or not these peak substrate reaction forces will increase proportionally across forelimbs and hindlimbs as body mass increases is unknown. Substrate reaction forces were collected on four adult C. medius walking quadrupedally on a 28-mm pole attached to a force platform. Peak vertical substrate reaction forces (Vpk) (N) were analyzed and compared for a cross-sectional sample of different body masses (180-300 g). Forelimb and hindlimb Vpk were positively correlated with body mass, with hindlimb Vpk always higher than forelimb Vpk. However, the rate at which Vpk increased relative to body mass was higher for the hindlimb than the forelimb. This disproportion in weight distribution between the forelimbs and hindlimbs as body mass increases appears to be linked to the accumulation of fat in the tail. It is likely that storing fat in the tail region may shift the center of mass more caudally, from a more cranial position when the tail is thinner. Such a caudal shift of the center of mass-either morphological or dynamic-is believed to have played an important role in the functional differentiation of the limbs and the evolution of locomotor modes of several tetrapod groups, including dinosaurs and primates.     

Forelimb segment length proportions in extant hominoids and Australopithecus afarensis

Forelimb proportions have been used to infer locomotor adaptation in Australopithecus afarensis. However, little is known about proportions among individual forelimb segments in extant or fossil hominoids. The partial A. afarensis skeleton A.L. 438-1 and the more complete skeleton A.L. 288-1 provide the opportunity to assess relative length of the arm, forearm, wrist, and palm. We compare scaling relationships between pairs of forelimb bones of extant hominoids and A. afarensis, and length of individual forelimb elements to a body size surrogate. Hylobatids, and to a lesser extent orangutans, have the longest forelimb bones relative to size, although the carpus varies little among taxa, perhaps due to functional constraints of the wrist. Pan species are unique in having long metacarpals relative to ulnar length, demonstrating that they probably differ from the common chimp-human ancestor, and also that developmental mechanisms can be altered to results in differential growth of individual forelimb segments. A. afarensis has no forelimb bones that are significantly longer than those of humans for its size. It falls within the range of variation seen in modern humans for all comparisons relative to size, but appears to differ from the typical human brachial index due to a slightly shorter humerus and/or slightly longer ulna. It has short metacarpals like humans only among hominoids. Thus, while Pan may have elongated its metacarpus relative to ulnar length, A. afarensis may have reduced the length of its metacarpals and possibly its humerus relative to body size from the primitive condition.     

Ontogenetic changes in limb bone structural proportions in mountain gorillas (Gorilla beringei beringei)

Behavioral studies indicate that adult mountain gorillas (Gorilla beringei) are the most terrestrial of all nonhuman hominoids, but that infant mountain gorillas are much more arboreal. Here we examine ontogenetic changes in diaphyseal strength and length of the femur, tibia, humerus, radius, and ulna in 30 Virunga mountain gorillas, including 18 immature specimens and 12 adults. Comparisons are also made with 14 adult western lowland gorillas (Gorilla gorilla gorilla), which are known to be more arboreal than adult mountain gorillas. Infant mountain gorillas have significantly stronger forelimbs relative to hind limbs than older juveniles and adults, but are nonsignificantly different from western lowland gorilla adults. The change in inter-limb strength proportions is abrupt at about two years of age, corresponding to the documented transition to committed terrestrial quadrupedalism in mountain gorillas. The one exception is the ulna, which shows a gradual increase in strength relative to the radius and other long bones during development, possibly corresponding to the gradual adoption of stereotypical fully pronated knuckle-walking in older juvenile gorillas. Inter-limb bone length proportions show a contrasting developmental pattern, with hind limb/forelimb length declining rapidly from birth to five months of age, and then showing no consistent change through adulthood. The very early change in length proportions, prior to significant independent locomotion, may be related to the need for relatively long forelimbs for climbing in a large-bodied hominoid. Virunga mountain gorilla older juveniles and adults have equal or longer forelimb relative to hind limb bones than western lowland adults. These findings indicate that both ontogenetically and among closely related species of Gorilla, long bone strength proportions better reflect actual locomotor behavior than bone length proportions.     

Growth curve of Psittacosaurus mongoliensis Osborn (Geratopsia: Psittacosauridae) inferred from long bone histology

The skeleton undergoes substantial histological modification during ontogeny in association with longitudinal growth, shape changes, reproductive activity, and fatigue repair. This variation can hinder attempts to reconstruct life history attributes for individuals, particularly when only fossil materials are availble for study. Histological examinations of multiple elements throughout development provide a means to control for such variability and facilitate accurate life history assessments. In the present study, the microstructure of various major long bones of the ceratopsian Psittacosaurus monogoliensis Osborn were examined from a growth series spanning juvenile through adult developmental stages. The first reconstruction of a growth curve (mass vs. age) for a dinosaur was made for this taxon using a new method called Developmental Mass Extrapolation. The results suggest P. mongoliensis : (I) had an S-shaped growth curve characteristics of most extant vertebrates, and (2) had maximal growth rates that exceeded extant reptiles and marsupials, but were slower than most avian and eutherian taxa.     

A new kinematic model of pro- and supination of the human forearm

We introduce a new kinematic model describing the motion of the human forearm bones, ulna and radius, during forearm rotation. During this motion between the two forearm extrem-positions, referred to as supination (palm up) and pronation (palm down), effects occur, that cannot be explained by the the established kinematic model of R. Fick from 1904. Especially, the motion of the ulna is not properly reproduced by Fick's model. During forearm rotation an evasive motion of the ulna is observed by various authors, using magnetic resonance imaging MRI) technology. Our new kinematic model also simulates this evasive motion. Furthermore, the model is enlarged to include angulations of the forearm bones. Using these results the influence of forearm fractures on the range of forearm motion can be predicted. This knowledge can be used by surgeons to choose the optimal therapy in re-establishing free forearm mobility.     

Development of quadrupedal locomotion on level surfaces in Japanese macaques

Longitudinal comparisons of high-speed quadrupedal locomotion on level surfaces were made on 4 infant Japanese macaques (Macaca fuscata) with normal mother-infant relationships. Compared to adults, infants exhibited considerable variation in each step of locomotion. Braking components of foot force tended to be larger in the forelimb than in the hindlimb during the infant stage of development. Conversely, accelerating components were larger in the hindlimb than in the forelimb. In 1- and 2-month-old infants, vertical components in the hindlimb were not significantly larger than those of the forelimb. Fore- and hindlimb differentiation in infant Japanese macaques resembles that of adult macaques even at this early stage of development.     

Three-dimensional kinematic analysis of the pectoral girdle during upside-down locomotion of two-toed sloths (Choloepus didactylus, Linné 1758)

Background

Theria (marsupials and placental mammals) are characterized by a highly mobile pectoral girdle in which the scapula has been shown to be an important propulsive element during locomotion. Shoulder function and kinematics are highly conservative during locomotion within quadrupedal therian mammals. In order to gain insight into the functional morphology and evolution of the pectoral girdle of the two-toed sloth we here analyze the anatomy and the three-dimensional (3D) pattern of shoulder kinematics during quadrupedal suspensory ('upside-down') locomotion.

Methods

We use scientific rotoscoping, a new, non-invasive, markerless approach for x-ray reconstruction of moving morphology (XROMM), to quantify in vivo the 3D movements of all constituent skeletal elements of the shoulder girdle. Additionally we use histologic staining to analyze the configuration of the sterno-clavicular articulation (SCA).

Results

Despite the inverse orientation of the body towards gravity, sloths display a 3D kinematic pattern and an orientation of the scapula relative to the thorax similar to pronograde claviculate mammalian species that differs from that of aclaviculate as well as brachiating mammals. Reduction of the relative length of the scapula alters its displacing effect on limb excursions. The configuration of the SCA maximizes mobility at this joint and demonstrates a tensile loading regime between thorax and limbs.

Conclusions

The morphological characteristics of the scapula and the SCA allow maximal mobility of the forelimb to facilitate effective locomotion within a discontinuous habitat. These evolutionary changes associated with the adoption of the suspensory posture emphasized humeral influence on forelimb motion, but allowed the retention of the plesiomorphic 3D kinematic pattern.     

Allometry and curvature in the long bones of quadrupedal mammals

The allometric relationships between basic structural proportions in long bones are examined in the humerus, radius, femur and tibia for a diverse group of 42 terrestrial quadrupedal mammals that span a size range from 0.02–6000 kg. Non-linear scaling is found for length vs. diameter in the tibia and radius, suggesting that the mechanical constraints on the skeleton differ within large and small body-size mammals. Curvature normalized to mid-shaft radius scales differently in the different long bones. Curvature is poorly related to size in the proximal limb bones (humerus and femur) while it decreases systematically with size in the tibia (mass exponent −0.13). The scaling of normalized curvature in the radius is unique among long bones. Variability of curvature in the radius is reduced at any size in comparison to that found in the other long bones. Normalized curvature is constant within the small body size group (0.02 to approximately 100 kg) while it decreases sharply with size within animals over 100 kg body mass. The unusual scaling found in the radius is probably the result of this bone's close alignment with the extrinsic forces which act on it during locomotion. The change in scaling within the radius for animals of different size may be indicative of more general size-dependent mechanical trade-offs which are masked by the complex loading circumstances of the other long bones.     

Origins of primate locomotion: gait mechanics of the woolly opossum

The locomotion of primates differs from that of other mammals in three fundamental ways. During quadrupedal walking, primates use diagonal sequence gaits, protract their arms more at forelimb touchdown, and experience lower vertical substrate reaction forces on their forelimbs relative to their hindlimbs. It is widely held that the unusual walking gaits of primates represent a basal adaptation for movement on thin, flexible branches and reflect a major change in the functional role of the forelimb. However, little data on nonprimate arboreal mammals exist to test this notion. To that end, we examined the gait mechanics of the woolly opossum (Caluromys philander), a marsupial convergent with small-bodied prosimians in ecology, behavior, and morphology. Data on the footfall sequence, relative arm protraction, and peak vertical substrate reaction forces were obtained from videotapes and force records for three adult woolly opossums walking quadrupedally on a wooden runway and a thin pole. For all steps recorded on both substrates, woolly opossums always used diagonal sequence walking gaits, protracted their arms beyond 90 degrees relative to horizontal body axis, and experienced peak vertical substrate reaction forces on forelimbs that were significantly lower than on hindlimbs. The woolly opossum is the first nonprimate mammal to show locomotor mechanics that are identical to those of primates. This case of convergence between primates and a committed fine-branch, arboreal marsupial strongly implies that the earliest primates evolved gait specializations for fine-branch locomotion, which reflect important changes in forelimb function.     

Hindlimb dominance during primate high-speed locomotion

Quadrupedal locomotion was mechanically studied for four species of primates, the chimpanzee, the rhesus macaque, the tufted capuchin, and the ring-tailed lemur, from low to high speeds of about two to ten times the anterior trunk length per second. A wide variety of locomotor patterns was observed during the high-speed locomotion of these primates. Positive correlations were observed between the peak magnitude of foot force components and speed. The differentiation of the foot force between the forelimb and the hindlimb did not largely change with a change of speed for each species. The vertical component and the accelerating component for the rhesus macaque were relatively large in the forelimb from low- to high-speed locomotion. The rhesus macaque, which habitually locomotes on the ground, differed in the quadrupedal locomotion from the other relatively arboreal primates, for which the hindlimb was clearly dominant in their dynamic force-producing distribution between the forelimbs and the hindlimbs. The previously reported locomotor difference, which was indicated among primates from the foot force pattern between the forelimb and the hindlimb during walking, also applied to high-speed locomotion.     

Comparative skeletogenesis of the forearm of the little brown bat (Myotis lucifugus) and the Norway rat (Rattus norvegicus).

This study describes, quantifies, and compares the growth and development of the volant forelimb morphology of Myotis lucifugus with that of the terrestrial forelimb morphology of Rattus norvegicus. In M. lucifugus there is 1) accelerated growth in forearm length after parturition, 2) cessation in growth of the midshaft diameter of the ulna just after the onset of osteogenesis, 3) proximal fusion of the radius and ulna, which results in the radius occupying 97% of the articular surface of the elbow joint in adults, 4) fusion between the cartilaginous distal epiphyses of the radius and ulna which results in formation of a radioulnar bridge that becomes fully ossified in adults, and 5) incomplete ossification of the ulna with a section of the diaphysis becoming ligamentous. None of these events occurs during development in R.norvegicus.     

The lorisiform wrist joint and the evolution of "brachiating" adaptations in the hominoidea.

In lorisines (Loris, Nycticebus, Perodicticus, Arctocebus), the tip of the ulna is reduced to the dimensions of a styloid process, a new and more proximal ulnar head is developed, and the pisiform is displaced distally away from its primitive contact with the ulna. In some Nycticebus, intra-articular tissues separate the ulna from the triquetrum. These traits are not seen in other quadrupedal primates, but they are characteristic of extant hominoids. Among hominoids, these features have been interpreted as adaptations to arm-swinging locomotion. Since hominoid-like features of the wrist joint are found in lorisines, but not in New World monkeys that practice arm-swinging locomotion, these features may have been evolved in both lorisines and large hominoids to enhance wrist mobility for cautious arboreal locomotion involving little or no leaping. Most of the other morphological traits characteristic of modern hominoids can be explained as adaptations to cautious quadrupedalism as well as to brachiation, and may have developed for different reasons in different lineages descended from an unspecialized cautious quadruped resembling Alouatta.     

A basal ceratopsian with transitional features from the Late Jurassic of northwestern China

Although the Ceratopsia and Pachycephalosauria, two major ornithischian groups, are united as the Marginocephalia, few synapomorphies have been identified due to their highly specialized body-plans. Several studies have linked the Heterodontosauridae with either the Ceratopsia or Marginocephalia, but evidence for these relationships is weak, leading most recent studies to consider the Heterodontosauridae as the basal member of another major ornithischian radiation, the Ornithopoda. Here, we report on a new basal ceratopsian dinosaur, Yinlong downsi gen. et. sp. nov. from the Late Jurassic upper part of the Shishugou Formation of Xinjiang, China. This new ceratopsian displays a series of features transitional between more derived ceratopsians and other ornithischians, shares numerous derived similarities with both the heterodontosaurids and pachycephalosaurians and provides strong evidence supporting a monophyletic Marginocephalia and its close relationship to the Heterodontosauridae. Character distributions along the marginocephalian lineage reveal that, compared to the bipedal Pachycephalosauria, which retained a primitive post-cranial body-plan, the dominantly quadrupedal ceratopsians lost many marginocephalian features and evolved their own characters early in their evolution.