The evolution of pelvic osteology and soft tissues on the line to extant birds (Neornithes)

Substantial differences in pelvic osteology and soft tissues separate crown group crocodylians (Crocodylia) and birds (Neornithes). A phylogenetic perspective including fossils reveals that these disparities arose in a stepwise pattern along the line to extant birds, with major changes occurring both within and outside Aves. Some character states that preceded the origin of Neornithes are only observable or inferable in extinct taxa. These transitional states are important for recognizing the derived traits of neornithines. Palaeontological and neontological data are vital for reconstructing the sequence of pelvic changes along the line to Neornithes. Soft tissue correlation with osteological structures allows changes in soft tissue anatomy to be traced along a phylogenetic framework, and adds anatomical significance to systematic characters from osteology. Explicitly addressing homologies of bone surfaces reveals many subtleties in pelvic evolution that were previously unrecognized or implicit. I advocate that many anatomical features often treated as independent characters should be interpreted as different character states of the same character. Relatively few pelvic character states are unique to Neornithes. Indeed, many features evolved quite early along the line to Neornithes, blurring the distinction between 'avian' and 'non-avian' anatomy.     

The evolution of hindlimb tendons and muscles on the line to crown-group birds

The anatomy and functions of muscle-tendon complexes and their bony attachments in birds and their outgroups show how the major pelvic limb muscle groups evolved. Fossils reveal that most changes evolved after the divergence of archosaurs in the Triassic, particularly in the dinosaurian precursors to birds. Three-dimensional limb control became concentrated at the hip joint; more distal joints and muscles were restricted to flexion or extension early in dinosaur evolution. Hip extensors expanded even though the primary femoral retractor M. caudofemoralis longus was reduced. Hip flexors and two-joint "hamstring" muscles were simplified to a few large heads. Knee extensors increased their sizes and moment arms early in bipedal dinosaurs, but the patella and cranial cnemial crest evolved later in birds. Lower limb muscles expanded as ossifications such as the hypotarsus increased their moment arms. The ossification of lower limb tendons, particularly in extensors, is a recent novelty of birds. Muscles and tendons that develop large forces, stresses, and moments to stabilize or move the limbs became increasingly prominent on the line to birds. Locomotion evolved in a stepwise pattern that only recently produced the derived limb control mechanisms of crown-group birds, such as the strongly flexed hip and knee joints.     

从c-mos和12S rRNA基因序列探讨现生鸟类早期历史和三趾鹑类的系统地位

通常认为古腭型鸟类处在现生鸟类系统进化树的基部,最近的分子水平研究则认为今腭型鸟类中雀形目种类构成了现生鸟类中一个最古老的支系.本研究通过对现生鸟类中21目39种核c-mos基因和线粒体12S rRNA基因部分序列的分析,从分子角度对现生鸟类的早期进化及三趾鹑鸟类的系统发生进行了探讨.研究结果表明,鸡雁类是现生鸟类最古老的一个支系,现生鸟类的祖先并不是经白垩纪到第三纪大灭绝后残留下来的一些过渡性水鸟(transitional shorebirds).在现生鸟类中,今腭型鸟类为并系发生,古腭型鸟类为单系发生.三趾鹑类在系统发生中晚于鸡雁类和古腭型鸟类,早于今腭型鸟类中非鸡雁类鸟类与鹤形目鸟类的亲缘关系较远.建议将现生鸟类分为初鸟下纲和新鸟下纲2个下纲,三趾鹑类属新鸟下纲的三趾鹑目(Turniciformes).     

Cretaceous origins of the vibrotactile bill-tip organ in birds

Some probe-foraging birds locate their buried prey by detecting mechanical vibrations in the substrate using a specialized tactile bill-tip organ comprising mechanoreceptors embedded in densely clustered pits in the bone at the tip of their beak. This remarkable sensory modality is known as ‘remote touch’, and the associated bill-tip organ is found in probe-foraging taxa belonging to both the palaeognathous (in kiwi) and neognathous (in ibises and shorebirds) clades of modern birds. Intriguingly, a structurally similar bill-tip organ is also present in the beaks of extant, non-probing palaeognathous birds (e.g. emu and ostriches) that do not use remote touch. By comparison with our comprehensive sample representing all orders of extant modern birds (Neornithes), we provide evidence that the lithornithids (the most basal known palaeognathous birds which evolved in the Cretaceous period) had the ability to use remote touch. This finding suggests that the occurrence of the vestigial bony bill-tip organ in all modern non-probing palaeognathous birds represents a plesiomorphic condition. Furthermore, our results show that remote-touch probe foraging evolved very early among the Neornithes and it may even have predated the palaeognathous–neognathous divergence. We postulate that the tactile bony bill-tip organ in Neornithes may have originated from other snout tactile specializations of their non-avian theropod ancestors.     

The evolutionary radiation of modern birds (Neornithes): reconciling molecules, morphology and the fossil record

The pattern, timing and extent of the evolutionary radiation of anatomically modern birds (Neornithes) remains contentious: dramatically different timescales for this major event in vertebrate evolution have been recovered by the 'clock-like' modelling of molecular sequence data and from evidence extracted from the known fossil record. Because current synthesis would lead us to believe that fossil and nonfossil evidence conflict with regard to the neornithine timescale, especially at its base, it is high time that available data are reconciled to determine more exactly the evolutionary radiation of modern birds. In this review we highlight current understanding of the early fossil history of Neornithes in conjunction with available phylogenetic resolution for the major extant clades, as well as recent advancements in genetic methods that have constrained time estimates for major evolutionary divergences. Although the use of molecular approaches for timing the radiation of Neornithes is emphasized, the tenet of this review remains the fossil record of the major neornithine subdivisions and better-preserved taxa. Fossils allowing clear phylogenetic constraint of taxa are central to future work in the production of accurate molecular calibrations of the neornithine evolutionary timescale.  © 2004 The Linnean Society of London, Zoological Journal of the Linnean Society , 2004, 141 , 153–177.     

The evolution of the modern avian digestive system: insights from paravian fossils from the Yanliao and Jehol biotas

The avian digestive system, like other aspects of avian biology, is highly modified relative to other reptiles. Together these modifications have imparted the great success of Neornithes, the most diverse clade of amniotes alive today. It is important to understand when and how aspects of the modern avian digestive system evolved among neornithine ancestors in order to elucidate the evolutionary success of this important clade and to understand the biology of stem birds and their closest dinosaurian relatives: Mesozoic Paraves. Although direct preservation of the soft tissue of the digestive system has not yet been reported, ingested remains and their anatomical location preserved in articulated fossils hint at the structure of the digestive system and its abilities. Almost all data concerning direct evidence of diet in Paraves comes from either the Upper Jurassic Yanliao Biota or the Lower Cretaceous Jehol Biota, both of which are known from deposits in north-eastern China. Here, the sum of the data gleaned from the thousands of exceptionally well-preserved fossils of paravians is interpreted with regards to the structure and evolution of the highly modified avian digestive system and feeding apparatus. This information suggests intrinsic differences between closely related stem lineages implying either strong homoplasy or that diet in each lineage of non-ornithuromorph birds was highly specialized. Regardless, modern digestive capabilities appear to be limited to the Ornithuromorpha, although the complete set of derived feeding related characters is restricted to the Neornithes.     

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.     

The primary feather lengths of early birds with respect to avian wing shape evolution

We examine the relationships between primary feather length (f(prim)) and total arm length (ta) (sum of humerus, ulna and manus lengths) in Mesozoic fossil birds to address one aspect of avian wing shape evolution. Analyses show that there are significant differences in the composition of the wing between the known lineages of basal birds and that mean f(prim) (relative to ta length) is significantly shorter in Archaeopteryx and enantiornithines than it is in Confuciusornithidae and in living birds. Based on outgroup comparisons with nonavian theropods that preserve forelimb primary feathers, we show that the possession of a relatively shorter f(prim) (relative to ta length) must be the primitive condition for Aves. There is also a clear phylogenetic trend in relative primary feather length throughout bird evolution: our analyses demonstrate that the f(prim)/ta ratio increases among successive lineages of Mesozoic birds towards the crown of the tree ('modern birds'; Neornithes). Variance in this ratio also coincides with the enormous evolutionary radiation at the base of Neornithes. Because the f(prim)/ta ratio is linked to flight mode and performance in living birds, further comparisons of wing proportions among Mesozoic avians will prove informative and certainly imply that the aerial locomotion of the Early Cretaceous Confuciusornis was very different to other extinct and living birds.     

The craniofacial air sac system of Mesozoic birds (Aves)

Birds are characterized by pneumatization of their skeletons by epithelial diverticula from larger, air—filled cavities. The diverticula—or 'air sacs'—that invade the postcranium result from outgrowths of the lungs; postcranial pneumaticity has been very well studied. Much more poorly understood are the air sacs that pneumatize the skull. Study of craniofacial pneumaticity in modern birds (Neornithes) indicates the presence of two separate systems: nasal pneumaticity and tympanic pneumaticity. The lacrimal and maxillary bones are pneumatized by diverticula of the main paranasal cavity, the antorbital sinus. There are five tympanic diverticula in neornithines that pneumatic the quadrate, articulare and the bones of the braincase. The pneumatic features of the following six genera of Mesozoic birds are examined: Archaeopteryx, Enaliornis, Baptornis, Parahesperornis, Hesperornis and Ichthyornis. Despite the 'archaic' aspect of most of these birds, many of the pneumatic features of neornithines are found in Mesozoic birds and are considered primitive for Aves. The phylogenetic levels at which most of the avian pneumatic features arose within Archosauria are uncertain. Until the phylogenetic levels at which homologous pneumatic features arose are determined, it is unwise to use most pneumatic characters in the discussion of avian origins. Within avian phylogeny, Ornithurae and Neornithes are well–supported by pneumatic synapomorphies. There is a trend towards reduction of craniofacial pneumaticity within Hesperornithiformes. Within Neornithes, four derived pneumatic characters suggest that the Palaeognathae (ratites and tinamous) is monophyletic.     

No evidence for survival selection on carotenoid-based nestling coloration in great tits (Parus major)

In several vertebrate species evidence supports the hypothesis that carotenoid-based coloration of adults has evolved due to sexual selection. However, in some birds already the nestlings display carotenoid-based coloration. Because the nestling's body plumage is typically moulted before the first reproductive event, sexual selection cannot explain the evolution of these carotenoid-based traits. This suggests that natural selection might be the reason for its evolution. Here we test whether the carotenoid-based nestling coloration of great tits (Parus major) predicts survival after fledging. Contrary to our expectation, the carotenoid-based plumage coloration was not related to short- nor to long-term survival in the studied population. Additionally, no prefledging selection was detectable in an earlier study. This indicates that the carotenoid-based coloration of nestling great tits is currently not under natural selection and it suggests that past selection pressures or selection acting on correlated traits may have led to its evolution.     

BODY AND LIMB SIZE DISSOCIATION AT THE ORIGIN OF BIRDS: UNCOUPLING ALLOMETRIC CONSTRAINTS ACROSS A MACROEVOLUTIONARY TRANSITION

The origin of birds and powered flight is a classic major evolutionary transition. Research on their origin often focuses on the evolution of the wing with trends of forelimb elongation traced back through many nonavian maniraptoran dinosaurs. We present evidence that the relative forelimb elongation within avian antecedents is primarily due to allometry and is instead driven by a reduction in body size. Once body size is factored out, there is no trend of increasing forelimb length until the origin of birds. We report that early birds and nonavian theropods have significantly different scaling relationships within the forelimb and hindlimb skeleton. Ancestral forelimb and hindlimb allometric scaling to body size is rapidly decoupled at the origin of birds, when wings significantly elongate, by evolving a positive allometric relationship with body size from an ancestrally negative allometric pattern and legs significantly shorten by keeping a similar, near isometric relationship but with a reduced intercept. These results have implications for the evolution of powered flight and early diversification of birds. They suggest that their limb lengths first had to be dissociated from general body size scaling before expanding to the wide range of fore and hindlimb shapes and sizes present in today's birds.     

Evolution of hindlimb bone dimensions and muscle masses in house mice selectively bred for high voluntary wheel‐running behavior

We have used selective breeding with house mice to study coadaptation of morphology and physiology with the evolution of high daily levels of voluntary exercise. Here, we compared hindlimb bones and muscle masses from the 11th generation of four replicate High Runner (HR) lines of house mice bred for high levels of voluntary wheel running with four non‐selected control (C) lines. Mass, length, diameter, and depth of the femur, tibia‐fibula, and metatarsal bones, as well as masses of gastrocnemius and quadriceps muscles, were compared by analysis of covariance with body mass or body length as the covariate. Mice from HR lines had relatively wider distal femora and deeper proximal tibiae, suggesting larger knee surface areas, and larger femoral heads. Sex differences in bone dimensions were also evident, with males having thicker and shorter hindlimb bones when compared with females. Several interactions between sex, linetype, and/or body mass were observed, and analyses split by sex revealed several cases of sex‐specific responses to selection. A subset of the HR mice in two of the four HR lines expressed the mini‐muscle phenotype, characterized mainly by an ～50% reduction in hindlimb muscle mass, caused by a Mendelian recessive mutation, and known to have been under positive selection in the HR lines. Mini‐muscle individuals had elongated distal elements, lighter and thinner hindlimb bones, altered 3rd trochanter muscle insertion positions, and thicker tibia‐fibula distal widths. Finally, several differences in levels of directional or fluctuating asymmetry in bone dimensions were observed between HR and C, mini‐ and normal‐muscled mice, and the sexes. This study demonstrates that skeletal dimensions and muscle masses can evolve rapidly in response to directional selection on locomotor behavior.     

Taxonomic affinities of the Eppelsheim femur

The taxonomic affinities of the Eppelsheim femur, known as Paidopithex, have been unclear for more than a century. Over the years, due to similarities with Pliopithecus, some authors have considered it a large pliopithecid, while others refer to it as Dryopithecus. The issue could not be resolved, because no definitive Dryopithecus femora were available. With the discovery of the Dryopithecus laietanus skeleton from Can Llobateres (CLl 18800), it has become possible to test the attribution of the Eppelsheim femur to Dryopithecus on the basis of direct morphological and metrical comparisons. By means of allometric techniques, we show that the Eppelsheim and D. laietanus femora fit different hindlimb morphologies with regard to relative length and relative head/neck size, with Paidopithex significantly differing from Dryopithecus, but more closely resembling Pliopithecus. Paidopithex also differs from Dryopithecus in other important aspects, such as its lower neck/shaft angle, lack of elevation of the femoral head above the greater trochanter, more posteriorly oriented lesser trochanter, and proximal shaft diameter thicker anteroposteriorly than mediolaterally. In these features, Paidopithex most closely resembles Pliopithecus in spite of differences in body mass (ca. 22 kg vs. ca. 10 kg, respectively). These features suggest that Paidopithex used a primitive locomotor pattern associated with arboreal quadrupedalism, instead of the more derived pattern displayed by Dryopithecus. Currently available evidence confirms that the attribution of Paidopithex to Dryopithecus can be rejected. Paidopithex could be a large and otherwise unknown pliopithecid, but the possibility cannot be ruled out that it represents a third kind of catarrhine.     

Rapid 'evolution' of migratory behaviour in the introduced house finch of eastern North America

The house finch (Carpodacus mexicanus) of eastern North America was introduced onto Long Island, New York, around 1940. The source is presumed to be southern California, where ca. 80% of individuals are completely sedentary. The eastern population has become migratory: by the early 1960s, 36% of eastern house finches were performing migratory movements (more than 80 km from their banding site) and that proportion has fluctuated between 28% and 54% in succeeding years. The movements of birds banded during the breeding season and recovered in winter were strongly orientated toward the south-west, and the same pattern was evident in the earliest recoveries (1958 to 1966); recoveries of birds banded during winter and recovered in the breeding season were orientated toward the north-east. The average distance of migration has continued to increase logarithmically. Areas colonized later, as the range expanded, were characterized by initial long migration distances and high proportions of migrants, suggesting that these traits have evolved in the eastern population. Eastern house finches are partial migrants: not all individuals migrate, and birds that migrate some winters remain in breeding areas in others. Younger birds exhibit a stronger tendency to migrate. A very few western (including southern California) house finches moved long distances, but they did so in directions consistent with seasonal migration, indicating that the machinery subserving migratory behaviour pre-existed in the parent population.     

A carpometacarpus from the upper cretaceous of patagonia sheds light on the Ornithurine bird radiation

We report the discovery of an isolated avian carpometacarpus from the Upper Cretaceous Allen Formation (Campanian-Maastrichtian), Salitral Moreno, Río Negro Province, Argentina. This specimen is referred to cf. Neornithes because it presents a distinct but shallow infratrochlear fossa, a shortened ventral rim of the carpal trochlea that does not contact the base of the extensor process, and an extensor process conspicuously surpassing cranially the articular facet for digit I. The isolated nature of the specimen precludes its inclusion within the main neornithine lineages. Although it may represent part of the crown clade Neornithes, the limited data available do not confidently support placement within any particular lineage. The carpometacarpus constitutes one of the few records of Mesozoic Neornithine-like birds for South America.     

A gigantic bird from the Upper Cretaceous of Central Asia

We describe an enormous Late Cretaceous fossil bird from Kazakhstan, known from a pair of edentulous mandibular rami (greater than 275 mm long), which adds significantly to our knowledge of Mesozoic avian morphological and ecological diversity. A suite of autapomorphies lead us to recognize the specimen as a new taxon. Phylogenetic analysis resolves this giant bird deep within Aves as a basal member of Ornithuromorpha. This Kazakh fossil demonstrates that large body size evolved at least once outside modern birds (Neornithes) and reveals hitherto unexpected trophic diversity within Cretaceous Aves.     

Notes on the pelvic musculature of Emeus crassus and Dinornis robustus (Aves: Dinornithiformes)

Dinornis robustus and Emeus crassus display two variants of moa locomotor adaptations, Emeus being less cursorial. The number and topography of their pelvic muscles are similar and resemble that of Tinamiformes and geographically close Apterygiformes and Casuariiformes. Nevertheless, a number of features are probably peculiar to Dinornithiformes. The strong iliotibiales and iliofemoralis externus muscles, which prevent passive adduction of the femur, far surpass the bulk recorded for these muscles in other birds. The iliofemoralis internus muscle has a unique insertion to the cranial surface of the femur distal to the femoral head, although further inspection of mummified remains is required to prove this. The less modified pelvic muscles of moa in comparison with that of Apterygiformes, Casuariiformes, Rheiformes, and Struthioniformes are related to the retention in Dinornithiformes of the wide pelvis.     

Evolution and functional significance of tendon ossification in woodcreepers (Aves: Passeriformes: Dendrocolaptinae)

The woodcreepers, a clade of scansorial, neotropical birds, are distinctive among passerines in having extensive tendon ossification. Dissection of 42 of the 50 species indicates that such ossification in the hindlimb is limited almost entirely to tendons of insertion of the crural muscles. Most crural muscles have ossifications, and in all but one the ossified tendons are long and thin. Preliminary dissection revealed a similar pattern among ossified wing tendons. Phylogenetic analysis suggests that extensive tendon ossification is a synapomorphy of the woodcreepers. The species of Dendrocincla, which form a clade, show secondary reduction of ossification in some tendons, which may be correlated with increased intraspecific variation and with an expansion of foraging habits and postures to include nonscansorial behaviors. In contrast, the larger woodcreepers, other than Drymornis bridgesii and Nasica longirostris, form a clade with virtually no loss in ossification or evidence of intraspecific variation, even in large series of two species. Phylogenetic losses do not occur for the primary flexor of the ankle (M. tibialis cranialis), whereas two extensors (Mm. fibularis longus and gastrocnemius pars lateralis) show a complex pattern of derivation and loss. Previous biomechanical studies demonstrate that ossification increases the stiffness of tendons, making them stretch less under a given force. These structural and phylogenetic patterns are consistent with the view that hindlimb tendon ossification in woodcreepers is an adaptation to resist increased forces that act to extend the limb during vertical climbing. © 1993 Wiley-Liss, Inc.     

Functional morphology of the jaw muscles of two species of imperial pigeons, Ducula aenea nicobarica and Ducula badia insignis

1. The functional morphological study of the jaw muscles of 2 species of Imperial Pigeons, Ducula aenea nicobarica and Ducula badia insignis has revealed that the structural variations of the bill, osteological and connective tissue elements, and muscles of the jaw apparatus may be correlated to functional diversity in the fruit-eating adaptation of these birds. 2. Both the species of Ducula possess moderately long, thick and stout bill with flexion zones inside, elongated orbital process of the quadrate, stout pterygoid, broad palatine and wide mandibular ramus on either side with increased retroarticular space. Such skeletal modifications together with increased orbital space indicate wide attachment-sites for the muscles, aponeuroses, tendons, and ligaments. 3. The morphology of the quadrato-mandibular joints suggests possible 'coupled kinesis' of the upper jaw, along with depression of the lower jaw. However, in a rhynchokinetic upper jaw as possessed by these birds, the kinesis is just moderate. Hence the gape of the mouth is mainly effected by the depression of the lower jaw, rather less so by the protraction of the upper jaw. 4. Among the functional groups of muscles, M. depressor mandibulae, M. adductor mandibulae externus, M. pseudotemporalis profundus, and M. pterygoideus are especially well developed. The various components of these muscles are provided with stiff as well as wide aponeuroses and tendons (much stronger than those observed in Columba), indicating forceful opening and closure of the beaks for plucking off the fruit, grasping it hard and manipulating it with the help of the beaks before swallowing. 5. The fleshy insertion of the outer slip of M. pseudotemporalis profundus extends ventrally over the dorsolateral surface of the mandible much more than it does in Columba. Further, 2 short and stiff aponeuroses at the rostral insertion of the inner slip of the muscle increase the force of adduction on the mandible. 6. M. adductor mandibulae posterior has not only wider origin and insertion, but also greater mass of fibres than that observed in Columba. 7. M. adductor mandibulae externus and M. pterygoideus form muscle-complexes with the predominance of bipinnate and multipinnate arrangements of fibres and with occasional joining fibres between their components. Such arrangements of fibres indicate sustained force-production, rather than faster movements of the jaw apparatus. 8. M. pterygoideus ventralis lateralis has a well developed 'venter externus' slip which has its thick and fleshy insertion on the outer lateral angular and articular mandible.(ABSTRACT TRUNCATED AT 400 WORDS)     

Evolutionary changes in pubic orientation in dinosaurs are more strongly correlated with the ventilation system than with herbivory

Among dinosaurs, the pubis has convergently retroverted four times in Maniraptora (Theropoda) and once in Ornithischia. Although a clear correlation has not been demonstrated, it has been previously proposed that two traits were related to pubic retroversion: the reduced importance of cuirassal ventilation, and a herbivorous diet. Here, we analyse the possible influence of these traits on pubis orientation. Cuirassal ventilation was plesiomorphically present as an accessory ventilation mechanism in Dinosauria and was powered by the M. ischiotruncus, which was probably connected to a propubic pelvis. Cuirassal ventilation was reduced in both Ornithischia and Maniraptora, some of which also evolved herbivory. According to our results, cuirassal ventilation is more strongly correlated with pubic orientation than herbivory. The retroversion of the pubis during the evolution of birds resulted in major changes in the musculature of the tail. These changes increased the efficiency of the pubocaudalis muscles, which enhanced the birds’ capability for take‐off from the ground. The release of the evolutionary constraint on pubic orientation through changes in the ventilatory system can therefore be considered to be an important step in bird evolution.