The impact of digging on craniodental morphology and integration

The relationship between the form and function of the skull has been the subject of a great deal of research, much of which has concentrated on the impact of feeding on skull shape. However, there are a number of other behaviours that can influence craniodental morphology. Previous work has shown that subterranean rodents that use their incisors to dig (chisel‐tooth digging) have a constrained cranial shape, which is probably driven by a necessity to create high bite forces at wide gapes. Chisel‐tooth‐digging rodents also have an upper incisor root that is displaced further back into the cranium compared with other rodents. This study quantified cranial shape and upper incisors of a phylogenetically diverse sample of rodents to determine if chisel‐tooth‐digging rodents differ in craniodental morphology. The study showed that the crania of chisel‐tooth‐digging rodents shared a similar place in morphospace, but a strong phylogenetic signal within the sample meant that this grouping was nonsignificant. It was also found that the curvature of the upper incisor in chisel‐tooth diggers was significantly larger than in other rodents. Interestingly, most subterranean rodents in the sample (both chisel‐tooth and scratch diggers) had upper incisors that were better able to resist bending than those of terrestrial rodents, presumably due to their similar diets of tough plant materials. Finally, the incisor variables and cranial shape were not found to covary consistently in this sample, highlighting the complex relationship between a species’ evolutionary history and functional morphology.     

Second-to-fourth digit ratio and facial shape in boys: the lower the digit ratio, the more robust the face

During human ontogeny, testosterone has powerful organizational and activational effects on the male organism. This has led to the hypothesis that the prenatal environment (as studied through the second-to-fourth digit ratio, 2D : 4D) is not only associated with robust adult male faces that are perceived as dominant and masculine, but also that there is an activational step during puberty. To test the latter, we collected digit ratios and frontal photographs of right-handed Caucasian boys (aged 4-11 years) along with age, body height and body weight. Using geometric morphometrics, we show a significant relationship between facial shape and 2D : 4D before the onset of puberty (explaining 14.5% of shape variation; p = 0.014 after 10 000 permutations, n = 17). Regression analyses depict the same shape patterns as in adults, namely that the lower the 2D : 4D, the smaller and shorter the forehead, the thicker the eyebrows, the wider and shorter the nose, and the larger the lower face. Our findings add to previous evidence that certain adult male facial characteristics that elicit attributions of masculinity and dominance are determined very early in ontogeny. This has implications for future studies in various fields ranging from social perception to life-history strategies.     

Quantifying shape and ecology in avian pedal claws: The relationship between the bony core and keratinous sheath

Terrestrial tetrapods use their claws to interact with their environments in a plethora of ways. Birds in particular have developed a diversity of claw shapes since they are often not bound to terrestrial locomotion and have heterogeneous body masses ranging several orders of magnitude. Numerous previous studies have hypothesized a connection between pedal claw shape and ecological mode in birds, yet have generated conflicting results, spanning from clear ecological groupings based on claw shape to a complete overlap of ecological modes. The majority of these studies have relied on traditional morphometric arc measurements of keratinous sheaths and have variably accounted for likely confounding factors such as body mass and phylogenetic relatedness. To better address the hypothesized relationship between ecology and claw shape in birds, we collected 580 radiographs allowing visualization of the bony core and keratinous sheath shape in 21 avian orders. Geometric morphometrics was used to quantify bony core and keratinous sheath shape and was compared to results using traditional arc measurements. Neither approach significantly separates bird claws into coarse ecological categories after integrating body size and phylogenetic relatedness; however, some separation between ecological groups is evident and we find a gradual shift from the claw shape of ground‐dwelling birds to those of predatory birds. Further, the bony claw core and keratinous sheath are significantly correlated, and the degree of functional integration does not differ across ecological groups. Therefore, it is likely possible to compare fossil bony cores with extant keratinous sheaths after applying corrections. Finally, traditional metrics and geometric morphometric shape are significantly, yet loosely correlated. Based on these results, future workers are encouraged to use geometric morphometric approaches to study claw geometry and account for confounding factors such as body size, phylogeny, and individual variation prior to predicting ecology in fossil taxa.     

A new phylogenetic test for comparing multiple high‐dimensional evolutionary rates suggests interplay of evolutionary rates and modularity in lanternfishes (Myctophiformes; Myctophidae)

The interplay between evolutionary rates and modularity influences the evolution of organismal body plans by both promoting and constraining the magnitude and direction of trait response to ecological conditions. However, few studies have examined whether the best‐fit hypothesis of modularity is the same as the shape subset with the greatest difference in evolutionary rate. Here, we develop a new phylogenetic comparative method for comparing evolutionary rates among high‐dimensional traits, and apply this method to analyze body shape evolution in bioluminescent lanternfishes. We frame the study of evolutionary rates and modularity through analysis of three hypotheses derived from the literature on fish development, biomechanics, and bioluminescent communication. We show that a development‐informed partitioning of shape exhibits the greatest evolutionary rate differences among modules, but that a hydrodynamically informed partitioning is the best‐fit modularity hypothesis. Furthermore, we show that bioluminescent lateral photophores evolve at a similar rate as, and are strongly integrated with, body shape in lanternfishes. These results suggest that overlapping life‐history constraints on development and movement define axes of body shape evolution in lanternfishes, and that the positions of their lateral photophore complexes are likely a passive outcome of the interaction of these ecological pressures.     

Evolution of tooth crown shape in Mesozoic birds,and its adaptive significance with respect to diet

Both the evolution of tooth morphology and the relationship between dental features and diet in toothed birds have long been studied. Here we quantify variation in tooth crown shape in 28 key Mesozoic bird species, and examine differences in dental morphology among birds belonging to different taxonomic groupings and inferred to have had different diets. Using geometric morphometric methods (GMM) and phylogenetic comparative methods (PCM), we found few clear differences in tooth crown shape between different taxonomic and ecological categories, and our analysis provides little support for many dietary inferences drawn in previous studies. However, the Solnhofen Archaeopteryx, Jeholornis, Protopteryx, Pengornis, Longipteryx, Tianyuornis, Mengciusornis, Ichthyornis and Hesperornis all were found to possess relatively specialized tooth crown shapes, perhaps reflecting specialized diets such as insectivory, granivory, piscivory and consumption of soft-shelled arthropods. Similarity in tooth crown shape across many Mesozoic birds may indicate the lack of dietary specialization, and the association between tooth form and diet may have been weakened in any case by ‘functional replacement’ of the dentition by a horny beak and, in many cases, gastroliths.     

The impact of digging on the evolution of the rodent mandible

There are two main (but not mutually exclusive) methods by which subterranean rodents construct burrows: chisel-tooth digging, where large incisors are used to dig through soil; and scratch digging, where forelimbs and claws are used to dig instead of incisors. A previous study by the authors showed that upper incisors of chisel-tooth diggers were better adapted to dig but the overall cranial morphology within the rodent sample was not significantly different. This study analyzed the lower incisors and mandibles of the specimens used in the previous study to show the impact of chisel-tooth digging on the rodent mandible. We compared lower incisors and mandibular shape of chisel-tooth digging rodents with nonchisel-tooth digging rodents to see if there were morphological differences between the two groups. The shape of incisors was quantified using incisor radius of curvature and second moment of area (SMA). Mandibular shape was quantified using landmark based geometric morphometrics. We found that lower incisor shape was strongly influenced by digging group using a Generalized Phylogenetic ancova (analysis of covariance). A phylogenetic Procrustes anova (analysis of variance) showed that mandibular shape of chisel-tooth digging rodents was also significantly different from nonchisel-tooth digging rodents. The phylogenetic signal of incisor radius of curvature was weak, whereas that of incisor SMA and mandibular shape was significant. This is despite the analyses revealing significant differences in the shape of both mandibles and incisors between digging groups. In conclusion, we showed that although the mandible and incisor of rodents are influenced by function, there is also a degree of phylogenetic affinity that shapes the rodent mandibular apparatus.     

Wing morphology is related to host plants in cactophilic Drosophila gouveai and Drosophila antonietae (Diptera,Drosophilidae)

A central issue in evolutionary biology is to understand the mechanisms promoting morphological evolution during speciation. In a previous study, we showed that the Neotropical cactophilic sibling species Drosophila gouveai and Drosophila antonietae can be reared in media prepared with their presumptive natural host plants (Pilosocereus machrisis and Cereus hildmaniannus) and that egg to adult viability is not independent of the cactus host. In the present study, we investigate the effects of ecological and genetic factors on interspecific divergence in wing morphology, in relation to the pattern of wing venation and phenotypic plasticity in D. gouveai and D. antonietae, by means of the comparative analysis of isofemale lines reared in the two cactus hosts. The species differed significantly in wing size and shape, although specific differences were mainly localized in a particular portion of the wing. We detected significant variation in form among lines, which was not independent of the breeding cactus, suggesting the presence of genetic variation for phenotypic plasticity and wing shape variation in both species. We discuss the results considering the plausible role of host plant use in the evolutionary history of cactophilic Drosophila inhabiting the arid zones of South America. © 2008 The Linnean Society of London, Biological Journal of the Linnean Society, 2008, 95 , 655–665.     

Skull shape variation in extant and extinct Testudinata and its relation to habitat and feeding ecology

Turtles (Testudinata) are a diverse group of reptiles that conquered a broad set of habitats and feeding ecologies over the course of their well‐documented evolutionary history. We here investigate the cranial shape of 171 representatives of the turtle lineage and the relationship of shape to different habitat and diet preferences using two‐dimensional geometric morphometrics. The skull shape of extant turtles correlates with both ecological proxies, but is more affected by habitat than diet. However, the application of these correlations to extinct turtles produces mostly flawed results, as least when compared to external data such as sedimentary environment, highlighting that the morphospace held by extant turtles is not necessarily the optimal location in tree space for a particular ecology. The inability of this study to correctly predict the ecology of extinct turtles is likely related to the fact that the shape of turtle skulls is dominated by the emarginations and jaw closure mechanisms, two shape features unrelated to habitat or feeding ecology. This indicates that various specializations that are apparent in the skull only contribute little to overall shape.     

Insularity affects head morphology,bite force and diet in a Mediterranean lizard

Island environments differ with regard to numerous features from the mainland and may induce large‐scale changes in most aspects of the biology of an organism. In this study, we explore the effect of insularity on the morphology and performance of the feeding apparatus, a system crucial for the survival of organisms. To this end, we examined the head morphology and feeding ecology of island and mainland populations of the Balkan green lizard, Lacerta trilineata. We predicted that head morphology, performance and diet composition would differ between sexes and habitats as a result of varying sexual and natural selection pressures. We employed geometric morphometrics to test for differences in head morphology, measured bite forces and analysed the diet of 154 adult lizards. Morphological analyses revealed significant differences between sexes and also between mainland and island populations. Relative to females, males had larger heads, a stronger bite and consumed harder prey than females. Moreover, island lizards differed in head shape, but not in head size, and, in the case of males, demonstrated a higher bite force. Islanders had a wider food niche breadth and included more plant material in their diet. Our findings suggest that insularity influences feeding ecology and, through selection on bite force, head morphology. © 2014 The Linnean Society of London, Biological Journal of the Linnean Society, 2014, 112 , 469–484.     

Vertebral morphology influences the development of Schmorl's nodes in the lower thoracic vertebrae

Schmorl's nodes are the result of herniations of the nucleus pulposus into the adjacent vertebral body and are commonly identified in both clinical and archaeological contexts. The current study aims to identify aspects of vertebral shape that correlate with Schmorl's nodes. Two‐dimensional statistical shape analysis was performed on digital images of the lower thoracic spine (T10–T12) of adult skeletons from the late medieval skeletal assemblages from Fishergate House, York, St. Mary Graces and East Smithfield Black Death cemeteries, London, and postmedieval Chelsea Old Church, London. Schmorl's nodes were scored on the basis of their location, depth, and size. Results indicate that there is a correlation between the shape of the posterior margin of the vertebral body and pedicles and the presence of Schmorl's nodes in the lower thoracic spine. The size of the vertebral body in males was also found to correlate with the lesions. Vertebral shape differences associated with the macroscopic characteristics of Schmorl's nodes, indicating severity of the lesion, were also analyzed. The shape of the pedicles and the posterior margin of the vertebral body, along with a larger vertebral body size in males, have a strong association with both the presence and severity of Schmorl's nodes. This suggests that shape and/or size of these vertebral components are predisposing to, or resulting in, vertically directed disc herniation. Am J Phys Anthropol, 2012. © 2012 Wiley Periodicals, Inc.     

Coevolution of caudal skeleton and tail feathers in birds

Birds are capable of a wide range of aerial locomotor behaviors in part because of the derived structure and function of the avian tail. The tail apparatus consists of a several mobile (free) caudal vertebrae, a terminal skeletal element (the pygostyle), and an articulated fan of tail feathers that may be spread or folded, as well as muscular and fibroadipose structures that facilitate tail movements. Morphological variation in both the tail fan and the caudal skeleton that supports it are well documented. The structure of the tail feathers and the pygostyle each evolve in response to functional demands of differing locomotor behaviors. Here, I test whether the integument and skeleton coevolve in this important locomotor module. I quantified feather and skeletal morphology in a diverse sample of waterbirds and shorebirds using a combination of linear and geometric morphometrics. Covariation between tail fan shape and skeletal morphology was then tested using phylogenetic comparative methods. Pygostyle shape is found to be a good predictor of tail fan shape (e.g., forked, graduated), supporting the hypothesis that the tail fan and the tail skeleton have coevolved. This statistical relationship is used to reconstruct feather morphology in an exemplar fossil waterbird, Limnofregata azygosternon. Based on pygostyle morphology, this taxon is likely to have exhibited a forked tail fan similar to that of its extant sister clade Fregata, despite differing in inferred ecology and other aspects of skeletal anatomy. These methods may be useful in reconstructing rectricial morphology in other extinct birds and thus assist in characterizing the evolution of flight control surfaces in birds. J. Morphol. 275:1431–1440, 2014. © 2014 Wiley Periodicals, Inc.     

Congruence of individual cranial bone morphology and neutral molecular affinity patterns in modern humans

Recent studies have demonstrated that the shape of the human temporal bone is particularly strongly correlated with neutral genetic expectation, when compared against other cranial regions, such as the vault, face, and basicranium. In turn, this has led to suggestions that the temporal bone is particularly reliable in analyses of primate phylogeny and human population history. While several reasons have been suggested to explain the temporal bone's strong fit with neutral expectation, the temporal bone has never systematically been compared against other individual cranial bones defined using the same biological criteria. Therefore, it is currently unknown whether the shapes of all cranial bones possess reliable information regarding neutral genetic evolution, or whether the temporal bone is unique in this respect. This study tests the hypothesis that the human temporal bone is more congruent with neutral expectation than six other individual cranial bones by correlating population affinity matrices generated using neutral genetic and 3D craniometric data. The results demonstrate that while the temporal bone shows the absolute strongest correlation with neutral genetic data compared with all other bones, it is not statistically differentiated from the sphenoid, frontal, and parietal bones in this regard. Potential reasons for the temporal bone's consistently strong fit with neutral expectation, such as its overall anatomical complexity and/or its contribution to the architecture of the basicranium, are examined. The results suggest that future phylogenetic and taxonomic studies would benefit from considering the shape of the entire cranium minus those regions that deviate most from neutrality. Am J Phys Anthropol, 2009. © 2009 Wiley‐Liss, Inc.     

Cranial morphology and dietary habits of rodents

Rodents are important components of nearly every terrestrial ecosystem and display considerable ecological diversity. Nevertheless, a lack of data on the ecomorphology of rodents has led to them being largely overlooked in palaeoecological reconstructions. Here, geometric and linear morphometrics are used to examine how cranial and dental shapes reflect the diets of living rodent species. Although most rodents are omnivores or generalist herbivores, some species have evolved highly specialized carnivorous, insectivorous, and herbivorous diets. Results show that living rodents with similar diets display convergent morphology, despite their independent evolutionary histories. Carnivores have relatively elongate incisors, elongate and narrow incisor blades, orthodont incisor angles, reduced cheek tooth areas, and enlarged temporal fossae. Insectivores display relatively degenerate dentition, elongate rostra, narrow and thin zygomatic arches, and smaller temporal fossae. Herbivores are characterized by relatively broader incisor blades, longer molar tooth rows, larger cheek tooth areas, wider skull and rostrum, thicker and broader zygomatic arches, and larger temporal fossae. These results suggest that cranial and dental morphology can be used to accurately infer extinct rodent diets regardless of ancestry. Application to extinct beavers suggests that most had highly specialized herbivorous diets.     

Form and function within a phylogenetic framework: locomotory habits of extant predators and some Miocene Sparassodonta (Metatheria)

In this study, we analysed locomotory habits in extant predators and Sparassodonta species through geometric morphometric techniques and discriminant analyses of the distal humerus in anterior view, proximal ulna in lateral view, and tibia in proximal view. We included a wide sample of extant predators, and considered the phylogenetic and allometric structure in the data sets. We also included some Sparassodonta, a group of carnivorous metatherians that inhabited South America during the Cenozoic, and inferred their locomotory habits. Results suggest the presence of a close relationship between shape and locomotory habits, even after removing the shape component explained by phylogeny in the three postcranial elements. Terrestrial habits were inferred for Arctodictis sinclairi, Borhyaena tuberata, ‘Lycopsis’ longirostrus, and Thylacosmilus atrox. Some degree of cursoriality was highlighted in B. tuberata and T. atrox, and climbing abilities in ‘L.’ longirostrus, and to a lesser degree in B. tuberata. Scansorial habits were inferred for Cladosictis patagonica, Sipalocyon gracilis, Prothylacynus patagonicus, and Pseudonotictis pusillus, and in the case of C. patagonica, some digging ability was also tentatively inferred. © 2012 The Linnean Society of London, Zoological Journal of the Linnean Society, 2012, 165 , 224–251.     

Ecological and phylogenetic influence on mandible shape variation of South American caviomorph rodents (Rodentia: Hystricomorpha)

We analyzed mandible shape variation of 17 genera belonging to three superfamilies (Cavioidea, Chinchilloidea, and Octodontoidea) of South American caviomorph rodents using geometric morphometrics. The relative influence of phylogeny and ecology on this variation was assessed using phylogenetic comparative methods. Most morphological variation was concentrated in condylar, coronoid, and angular processes, as well as the diastema. Features potentially advantageous for digging (i.e. high coronoid and condylar processes, relatively short angular process, and diastema) were present only in octodontoids; cavioids showed opposing trends, which could represent a structural constraint for fossorial habits. Chinchilloids showed intermediate features. Genera were distributed in the morphospace according to their classification into superfamilial clades. The phylogenetic signal for shape components was significant along phylogeny, whereas the relationship between mandibular shape and ecology was nonsignificant when phylogenetic structure was taken into account. An early evolutionary divergence in the mandible shape among major caviomorph clades would explain the observed strong phylogenetic influence on the variation of this structure. © 2011 The Linnean Society of London, Biological Journal of the Linnean Society, 2011, 102 , 828–837.     

Evolution of molar shape in didelphid marsupials (Marsupialia: Didelphidae): analysis of the influence of ecological factors and phylogenetic legacy

The diversity of items consumed by modern didelphids, varying from mostly fruits in Caluromys Allen to mostly small vertebrates in Lutreolina O. Thomas, may cause changes in molar size and shape. We evaluated the morphometric variation of the first and third upper and lower molars of 16 genera of didelphid marsupials, with the aim of assessing the relationship between molar shape change, diet and phylogeny. We used a geometric morphometric approach to analyse how shape changes with diet. We mapped shape onto the phylogeny of the group to reconstruct ancestral states and analyse the evolution of molar shape. Finally, we statistically estimated the effect of size, diet and phylogeny on molar shape. All the analyses indicated little correlation between diet and molar shape and a strong correlation between the position of each genus on the phylogeny and molar shape. We believe that the wide ecological niche used by most of the groups (at least regarding diet) makes the evolutionary changes not strong enough to override pre‐existing differences that occur among clades, and the absence of highly diet‐specialized species (e.g. hypercarnivory or obligate folivory) causes the need for retaining a molar shape that can be useful to process different kinds of food items. © 2014 The Linnean Society of London     

Ontogenetic variation in the mandibular ramus of great apes and humans

Considerable variation exists in mandibular ramus form among primates, particularly great apes and humans. Recent analyses of adult ramal morphology have suggested that features on the ramus, especially the coronoid process and sigmoid notch, can be treated as phylogenetic characters that can be used to reconstruct relationships among great ape and fossil hominin taxa. Others have contended that ramal morphology is more influenced by function than phylogeny. In addition, it remains unclear how ontogeny of the ramus contributes to adult variation in great apes and humans. Specifically, it is unclear whether differences among adults appear early and are maintained throughout ontogeny, or if these differences appear, or are enhanced, during later development. To address these questions, the present study examined a broad ontogenetic sample of great apes and humans using two‐dimensional geometric morphometric analysis. Variation within and among species was summarized using principal component and thin plate spline analyses, and Procrustes distances and discriminant function analyses were used to statistically compare species and age classes. Results suggest that morphological differences among species in ramal morphology appear early in ontogeny and persist into adulthood. Morphological differences among adults are particularly pronounced in the height and angulation of the coronoid process, the depth and anteroposterior length of the sigmoid notch, and the inclination of the ramus. In all taxa, the ascending ramus of the youngest specimens is more posteriorly inclined in relation to the occlusal plane, shifting to become more upright in adults. These results suggest that, although there are likely functional influences over the form of the coronoid process and ramus, the morphology of this region can be profitably used to differentiate among great apes, modern humans, and fossil hominid taxa. J. Morphol. 275:661–677, 2014. © 2013 Wiley Periodicals, Inc.     

Geometric morphometrics: recent applications to the study of evolution and development

The field of morphometrics is developing quickly and recent advances allow for geometric techniques to be applied easily to many zoological problems. This paper briefly introduces geometric morphometric techniques and then reviews selected areas where those techniques have been applied to questions of general interest. This paper is relevant to non-specialists looking for an entry into geometric morphometric methods and for ideas of how to incorporate them into the study of variation within and between species, the measurement of developmental stability, the role of development in shaping evolution and the special problem of measuring the shape of fossil specimens that are deformed from their original shape.