The osteology and phylogeny of the Hawaiian finch radiation (Fringillidae: Drepanidini), including extinct taxa

The monophyly and phylogeny of the adaptive radiation of Hawaiian finches (Fringillidae: Drepanidini; honeycreepers, auct.) were studied using parsimony analysis of comparative osteology, combined with Templeton (Wilcoxon signed‐ranks) tests of alternative phylogenetic hypotheses. Eighty‐four osteological characters were scored in 59 terminal taxa of drepanidines, including 24 fossil forms, and in 30 outgroup species. The optimal phylogenetic trees show considerable agreement, and some conflict, with independently derived ideas about drepanidine evolution. The monophyly of a large Hawaiian radiation was upheld, although one fossil taxon from Maui fell outside the drepanidine clade. The finch‐billed species were placed as basal drepanidine taxa, and continental cardueline finches (Carduelini) were identified as the radiation's closest outgroups. The study found anatomical as well as phylogenetic evidence that the radiation had a finch‐billed ancestor. The optimal trees identify the red‐and‐black plumage group as a clade, and suggest that the tubular tongue evolved only once in the radiation. Because comparative osteology provides too few characters to strongly support all the nodes of the tree, it was helpful to evaluate statistical support for alternative hypotheses about drepanidine relationships using the Templeton test. Among the alternatives that received significant statistical support are a relationship of the drepanidines with cardueline finches rather than with the Neotropical honeycreepers (Thraupini), classification of the controversial genera Paroreomyza and Melamprosops as drepanidines, and a secondary loss of the tubular tongue in Loxops mana. The hypothesis of monophyly for all the Hawaiian taxa in the study was not rejected statistically. The study provides a framework for incorporating morphological and palaeontological information in evolutionary studies of the Drepanidini. © 2004 The Linnean Society of London, Zoological Journal of the Linnean Society, 2004, 141 , 207–255.     

Morphological evidence for sister group relationship between flamingos (Aves: Phoenicopteridae) and grebes (Podicipedidae)

A recent molecular analysis strongly supported sister group relationship between flamingos (Phoenicopteridae) and grebes (Podicipedidae), a hypothesis which has not been suggested before. Flamingos are long-legged filter-feeders whereas grebes are morphologically quite divergent foot-propelled diving birds, and sister group relationship between these two taxa would thus provide an interesting example of evolution of different feeding strategies in birds. To test monophyly of a clade including grebes and flamingos, I performed a cladistic analysis of 70 morphological characters which were scored for 17 taxa. Parsimony analysis of these data supported monophyly of the taxon (Podicipedidae + Phoenicopteridae) and the clade received high bootstrap support. Previously overlooked morphological, oological and parasitological evidence is recorded which supports this hypothesis, and which makes the taxon (Podicipedidae + Phoenicopteridae) one of the best supported higher-level clades within modern birds. The phylogenetic significance of some fossil flamingo-like birds is discussed. The Middle Eocene taxon Juncitarsus is most likely the sister taxon of the clade (Podicipedidae + (Palaelodidae + Phoenicopteridae)) although resolution of its exact systematic position awaits revision of the fossil material. Contrary to previous assumptions, it is more parsimonious to assume that flamingos evolved from a highly aquatic ancestor than from a shorebird-like ancestor.  © 2004 The Linnean Society of London, Zoological Journal of the Linnean Society , 2004, 140 , 157–169.     

Leaf epidermal character variation and evolution in Gaultherieae (Ericaceae)

The taxonomic value and evolutionary significance of 30 leaf epidermal characters from 238 samples representing 127 species of all seven genera in the tribe Gaultherieae (Ericaceae) and two outgroup genera were investigated by scanning electron microscopy. The character states were coded and optimized onto a maximum‐likelihood tree based on previous molecular data with Fitch parsimony and hierarchical Bayesian analysis to trace the evolution of character states throughout all internodes in the phylogenetic tree for Gaultherieae. Leaf epidermal characters were found to be largely consistent within species, but highly variable at interspecific and higher taxonomic levels. The most recent common ancestral states of 15 characters diagnosed various lineages recovered from prior studies, some with no prior morphological support. Relatively high frequencies of state change occur in the eastern Asian clade Gaultheria series Gymnobotrys + Diplycosia, the American clade G. subsection Dasyphyta p.p., the core East Asian clade and the Australia/New Zealand clade. The characters with the highest frequencies of state change are the outer stomatal ledge ornamentation type, the stomatal apparatus level, stomatal density and area, and the type of abaxial trichomes. These character state change patterns may provide insight into the ecological adaptions of Gaultherieae during their evolutionary history. © 2015 The Linnean Society of London, Botanical Journal of the Linnean Society, 2015, 178 , 686–710.     

Symbiont footprints highlight the diversity of scleractinian‐associated Zanclea hydrozoans (Cnidaria,Hydrozoa)

Hydrozoans of the genus Zanclea have been acknowledged only recently as a fundamental component of the highly diverse fauna associated with reef‐building scleractinian corals. Although widely distributed in coral reefs and demonstrated to be important in protecting corals from predation and diseases, the biodiversity of these hydrozoans remains enigmatic due to the paucity of available morphological characters, incomplete morphological characterisations and the possible existence of cryptic species. Recently, molecular techniques have revealed the existence of multiple hidden genetic lineages not yet supported by diagnostic morphological characters. In this work, we further explore the morpho‐diversity of three genetic lineages, namely Zanclea associated with the coral genera Goniastrea (clade I), Porites (clade II) and Pavona (clade VI). Aside from providing a complete classical characterisation of the polyp and medusa stage of each clade, we searched for new potential taxonomic indicators either on symbiotic hydroids or on host corals. On the hydroids, statistical analyses on almost 7,000 nematocyst capsules revealed a significant difference in terms of nematocyst size among the three Zanclea clades investigated. On each host coral genus, we identified peculiar skeletal modifications related to the presence of Zanclea symbionts. Lastly, we discussed the potential diagnostic value of these footprints in the characterisation of Zanclea–scleractinian associations.     

Phylogenetics and morphological evolution of coral‐dwelling barnacles (Balanomorpha: Pyrgomatidae)

Pyrgomatid barnacles are a family of balanomorphs uniquely adapted to symbiosis on corals. The evolution of the coral‐dwelling barnacles is explored using a multi‐gene phylogeny (COI, 16S, 12S, 18S, and H3) and phenotypic trait‐mapping. We found that the hydrocoral associate Wanella should be excluded, while some archaeobalanids in the genus Armatobalanus should be included in the Pyrgomatidae. Three well supported clades were recovered: clade I is the largest group and is exclusively Indo‐West Pacific, clade II contains two plesiomorphic Indo‐West Pacific genera, while clade III is comprised of East and West Atlantic taxa. Some genera did not form reciprocally monophyletic groups, while the genus Trevathana was found to be paraphyletic and to include members of three other apomorphic genera/tribes. The highly unusual coral‐parasitic hoekiines appear to be of recent origin and rapidly evolving from Trevathana sensu lato. Pyrgomatids include six‐, four‐, and one‐plated forms, and exhibit convergent evolutionary tendencies towards skeletal reduction and fusion, loss of cirral armature, and increased host specificity. © 2014 The Linnean Society of London, Biological Journal of the Linnean Society, 2014, 113 , 162–179.     

Evolution of habitat preference in Clitellata (Annelida)

Clitellata (earthworms, leeches, and allies) is a clade of segmented annelid worms that comprise more than 5000 species found worldwide in many aquatic and terrestrial habitats. According to current views, the first clitellates were either aquatic (marine or freshwater) or terrestrial. To address this question further, we assessed the phylogenetic relationships among clitellates using parsimony, maximum likelihood and Bayesian analyses of 175 annelid 18S ribosomal DNA sequences. We then defined two ecological characters (Habitat and Aquatic‐environment preferences) and mapped those characters on the trees from the three analyses, using parsimony character‐state reconstruction (i.e. Fitch optimization). We accommodated phylogenetic uncertainty in the character mapping by reconstructing character evolution on all the trees resulting from parsimony and maximum likelihood bootstrap analyses and, in the Bayesian inference, on the trees sampled using the Markov chain Monte Carlo algorithm. Our analyses revealed that an ‘aquatic’ ancestral state for clitellates is a robust result. By using alterations of coding characters and constrained analyses, we also demonstrated that the hypothesis for a terrestrial origin of clitellates is not supported. Our analyses also suggest that the most recent ancestor of clitellates originated from a freshwater environment. However, we stress the importance of adding sequences of some rare marine taxa to more rigorously assess the freshwater origin of Clitellata. © 2008 The Linnean Society of London, Biological Journal of the Linnean Society, 2008, 95 , 447–464.     

TRIBAL PLACEMENT OF MARSHALLIA (ASTERACEAE) USING CHLOROPLAST DNA RESTRICTION SITE MAPPING

The examination of morphological traits has failed to resolve the tribal placement of Marshallia. Suggested relationships for this anomalous genus have, at various times, included Eupatorieae, Heliantheae, Vemonieae, and Inuleae. Chloroplast DNA restriction site mapping, using Bamadesiinae (Mutisieae) as the outgroup, revealed 981 restriction site mutations, 332 of which were phylogenetically informative, for 60 genera representing 15 tribes of Asteraceae. Wagner parsimony produced 36 equally parsimonious tress of 729 steps, and Dollo parsimony produced 34 equally parsimonious trees of 759 steps. Monophyletic groups, resulting from the Wagner analysis, were further tested with the bootstrap method. The placement of Marshallia in the Heliantheae-Tageteae-Coreopsideae-Eupatorieae complex was consistent for all trees produced. Tageteae and Coreopsideae form the sister group to paraphyletic Heliantheae, with Marshallia sharing its most recent common ancestor with Galinsoga, Palafoxia, and Bahia. The Eupatorieae form a monophyletic clade that is derived from helianthoid ancestors.     

Molecular phylogeny and systematics of the Pieridae (Lepidoptera: Papilionoidea): higher classification and biogeography

The systematic relationships of the butterfly family Pieridae are poorly understood. Much of our current understanding is based primarily on detailed morphological observations made 50–70 years ago. However, the family and its putative four subfamilies and two tribes, have rarely been subjected to rigorous phylogenetic analysis. Here we present results based on an analysis of molecular characters used to reconstruct the phylogeny of the Pieridae in order to infer higher‐level classification above the generic level and patterns of historical biogeography. Our sample contained 90 taxa representing 74 genera and six subgenera, or 89% of all genera recognized in the family. Three complementary approaches were employed: (1) a combined analysis of a 30 taxon subset for sequences from four gene regions, including elongation factor‐1 alpha (EF‐1α), wingless, cytochrome oxidase subunit I (COI), and 28S (3675 bp, 1031 parsimony‐informative characters), mainly to establish higher‐level relationships, (2) a single‐gene analysis of the 90 taxon data set for sequences from EF‐1α (1066 bp, 364 parsimony‐informative characters), mainly to establish lower‐level relationships, and (3) an all available data analysis of the entire data set for sequences from the four genes, to recover both deep and shallow nodes. Analyses using maximum parsimony, maximum likelihood and Bayesian inference provided similar results. All supported monophyly for the four subfamilies but not for the two tribes, with the Anthocharidini polyphyletic and the Pierini paraphyletic. The combined and all available data analyses support the following relationships among the subfamilies: ((Pseudopontiinae + Dismorphiinae) + (Coliadinae + Pierinae)), corroborating Ehrlich’s 1958 phenetic hypothesis. On the basis of these analyses, and additional morphological and life history evidence, we propose a reclassification of the subfamily Pierinae into two tribes (Anthocharidini s.s., Pierini s.s.) and two informal groups (Colotis group, Leptosia), with the tribe Pierini s.s. subdivided into three subtribes (Appiadina, Pierina, Aporiina) and three genera (Elodina, Dixeia, Belenois) of uncertain status (incertae sedis). The combined and all available data analyses support the following relationships among the Pierinae: (Colotis group + Anthocharidini s.s. + Leptosia + (Elodina + ((Dixeia + Belenois) + Appiadina + Pierina + Aporiina))). Application of a molecular clock calibrated using fossil evidence and semiparametric rate smoothing suggests that divergence between the Pierina and Aporiina occurred no later than the Palaeocene (> 60 Myr). The minimum estimate for the age of the crown‐group of the Pieridae was 112–82 Myr, with a mean of 95 Myr. A historical biogeographical hypothesis is proposed to explain the present‐day distribution of the clade Pseudopontiinae + Dismorphiinae, which argues for an origin of the two subfamilies in western Gondwana (Africa + South America) during the Late Cretaceous. © 2006 The Linnean Society of London, Zoological Journal of the Linnean Society, 2006, 147 , 239–275.     

Cranial anatomy and systematics of Hypacrosaurus altispinus,and a comparative analysis of skull growth in lambeosaurine hadrosaurids (Dinosauria: Ornithischia)

The cranial anatomy of the helmet‐crested lambeosaurine Hypacrosaurus altispinus (Ornithischia: Hadrosauridae) is described, with a focus on ontogenetic and individual variation in phylogenetically significant characters of the cranial crest, braincase, and facial skeleton. Cranial material of H. altispinus represents a relatively complete growth series that includes crestless juveniles of less than half the size of large individuals with fully developed crests. Cranial ontogeny is compared with other lambeosaurines using bivariate morphometrics and through qualitative comparison of a size‐standardized cranial growth series. Bivariate analyses reveal that the relative growth of the skull and cranial crest of H. altispinus and H. stebingeri are similar, and that Hypacrosaurus more closely resembles Corythosaurus than Lambeosaurus. Hypacrosaurus altispinus is systematically revised. The taxon is characterized by five autapomorphies, most of which are concentrated in the skull, as well as an enlarged terminal ischial foot. Maximum parsimony and Bayesian likelihood (Mk+gamma) phylogenetic analyses were conducted to test the monophyly of the genus. Hypacrosaurus monophyly is corroborated in light of new anatomical data. Although H. stebingeri and H. altispinus share few derived characters of the skull, the hypothesis that H. stebingeri is a metaspecies that represents the ancestor of H. altispinus cannot be rejected. © 2010 The Linnean Society of London, Zoological Journal of the Linnean Society, 2010, 159 , 398–434.     

Molecular phylogenetics of Uvaria (Annonaceae): relationships with Balonga,Dasoclema and Australian species of Melodorum

An extended molecular phylogenetic analysis of Uvaria (Annonaceae) is presented, using maximum parsimony, maximum likelihood and Bayesian methods, based on sequences of four plastid DNA regions (matK, psbA‐trnH spacer, rbcL and trnL‐F). The additional taxa include the monotypic West African genus Balonga, the monotypic South‐East Asian genus Dasoclema and seven Australian representatives of the genus Melodorum. The results indicate that all of these taxa are nested within a well‐supported clade otherwise consisting of Uvaria species, indicating that their taxonomic treatment needs to be reassessed. The distinguishing morphological characteristics of the taxa are re‐evaluated and interpreted as specialized adaptations of the basic Uvaria structure. The genus Uvaria is accordingly extended following the transfer of these species, necessitating six new nomenclatural combinations and two replacement names. © 2010 The Linnean Society of London, Botanical Journal of the Linnean Society, 2010, 163 , 33–43.     

Molecules,morphology, missing data and the phylogenetic position of a recently extinct madtom catfish (Actinopterygii: Ictaluridae)

Taxa missing large amounts of data pose challenges that may hinder the recovery of a well‐resolved, accurate phylogeny and leave questions surrounding their phylogenetic position. Systematists commonly have to contend with one or two species in a group for which there is little or no material available suitable for recovering molecular data. It is unclear whether these taxa can be better placed using analyses based on morphological data only, or should be included in broader analyses based on both morphological and molecular data. The extinct madtom catfish Noturus trautmani is known from few specimens for which molecular data are unavailable. We included this taxon in parsimony and Bayesian analyses of relationships of madtom catfishes based on a combination of morphological and molecular data. Results indicate that using a combination of morphological and molecular data does a better job at providing a phylogenetic placement for N. trautmani than morphology alone, even though it is missing all of its molecular characters. We provide a novel hypothesis of relationships among Noturus species and recommendations for classification within the group. © 2009 The Linnean Society of London, Zoological Journal of the Linnean Society, 2009, 155 , 60–75.     

Comparative morphology,phylogenetic relationships,and historical biogeography of plesiolebiasine seasonal killifishes (Teleostei: Cyprinodontiformes: Rivulidae)

Phylogenetic and biogeographical analyses were performed for the Plesiolebiasini, a group of 20 small and rare species of South American annual killifishes, some threatened with extinction, occurring in river basins of Brazil, Bolivia, Paraguay, and Argentina. The results of a maximum parsimony analysis of 142 morphological characters highly corroborate monophyly of the Plesiolebiasini. Monophyly of each plesiolebiasine genus is supported and Plesiolebias is hypothesized to be the sister group to a clade comprising the remaining plesiolebiasine genera (Papiliolebias, Pituna, Maratecoara, and Stenolebias), corroborating studies based on mitochondrial genes. The phylogenetic analysis supports sister group relationships between Papiliolebias and the clade containing Pituna, Maratecoara, and Stenolebias, and between Maratecoara and Stenolebias. The biogeographical analysis indicates a complex historical biogeographical scenario for plesiolebiasines. A vicariance event between the western Paraguay area and northern river basins may be related to the isolation of the Chaco region from the Amazon between the Late Oligocene and Early Miocene. A vicariance event involving the Paraguay River basin and northern rivers, and the multiple occurrence of area hybridism along the Araguaia depression are tentatively identified as a consequence of tectonic subsidence events occurring during the Pleistocene. © 2011 The Linnean Society of London, Zoological Journal of the Linnean Society, 2011, 162 , 131–148.     

Morphology, molecules, and character congruence in the phylogeny of South American geophagine cichlids (Perciformes, Labroidei)

Phylogenetic relationships among the Neotropical cichlid subfamily Geophaginae were examined using 136 morphological characters and a molecular dataset consisting of six mitochondrial and nuclear genes. Topologies produced by morphological and combined data under parsimony were contrasted, congruence among different partitions was analysed, and potential effects of character incongruence and patterns of geophagine evolution on phylogenetic resolution are discussed. Interaction of morphological and molecular characters in combined analysis produced better resolved and supported topologies than when either was analysed separately. Combined analyses recovered a strongly supported Geophaginae that was closely related to Cichlasomatinae. Within Geophaginae, two sister clades included all geophagine genera. Acarichthyini (Acarichthys+Guianacara) was sister to the ‘B clade’, which contained the ‘Geophagus clade’ (‘Geophagus’steindachneri+Geophagus sensu stricto, and both sister to Gymnogeophagus) as sister to the ‘Mikrogeophagus clade’ (Mikrogeophagus+‘Geophagus’brasiliensis), and in turn, the Geophagus and Mikrogeophagus clades were sister to the crenicarine clade (Crenicara+Dicrossus) and Biotodoma. The second geophagine clade included the ‘Satanoperca clade’ (Satanoperca+Apistogramma and Taeniacara) as sister to the ‘Crenicichla clade’ (Crenicichla+Biotoecus). Several lineages were supported by unique morphological synapomorphies: the Geophaginae + Cichlasomatinae (5 synapomorphies), Geophaginae (1), Crenicichla clade (3), crenicarine clade (1), the sister relationship of Apistogramma and Taeniacara (4) and of Geophagus sensu stricto and‘Geophagus’steindachneri (1), and the cichlasomine tribe Heroini (1). Incorporation of Crenicichla in Geophaginae reconciles formerly contradictory hypotheses based on morphological and molecular data, and makes the subfamily the most diverse and ecologically versatile clade of cichlids outside the African great lakes. Results of this study support the hypothesis that morphological differentiation of geophagine lineages occurred rapidly as part of an adaptive radiation.     

The morphology and relationships of the Sphaerosepalaceae (Malvales)

The comparative vegetative and reproductive morphology and anatomy of the Malagasy endemic family Sphaerosepalaceae is examined in light of two current competing hypotheses of relationship from recent molecular studies. Sphaerosepalaceae are similar to Thymelaeaceae on the basis of leaf architecture, calyx vasculature and in having endostomal micropyles. Comparisons with Tepuianthus and Thymelaeaceae subfamily Octolepidoideae are drawn on the basis of seed structure, indument type, perianth structure and pollen. Resin-filled, sclerenchymatous idioblasts, floral (positional) monosymmetry, a single series of stamen trunk bundles and a well-developed bixoid chalaza in the seed of Dialyceras parvifolium link Sphaerosepalaceae with its other putative sister group: a clade containing Bixaceae, Cochlospermaceae and Diegodendraceae. Synapomorphies of Sphaerosepalaceae include: fused, intrapetiolar stipules, embryo structure, pollen with endoapertures encompassing the ectoapertures and a tetramerous perianth. The extremely well-developed apical septum in the eusyncarpous gynoecium of Rhopalocarpus suggests that the gynoterminal style present in this genus has been secondarily derived from an ancestor with a fully syncarpous, basistylous gynoecium, as in Dialyceras . The morphological and evolutionary nature of basistylous and apically septate gynoecia is discussed. A rosette arrangement of ovules in each carpel coccus of D. coriaceum expands the bauplan concept of Sphaerosepalaceae and is probably unique among angiosperms as a whole.  © 2004 The Linnean Society of London, Botanical Journal of the Linnean Society , 2004, 144 , 1–40.     

Morphology-based phylogeny of the treehopper family Membracidae (Hemiptera: Cicadomorpha: Membracoidea)

A parsimony‐based phylogenetic analysis of eighty‐three morphological characters of adults and immatures of seventy representatives of the tribes and subfamilies of Membracidae and two outgroup taxa was conducted to evaluate the status and relationships of these taxa. Centrotinae apparently gave rise to Nessorhinini and Oxyrhachini (both formerly treated as subfamilies, now syn.n. and syn.reinst., respectively, of Centrotinae). In contrast to previous analyses, a clade comprising Nicomiinae, Centronodinae, Centrodontinae, and the unplaced genera Holdgatiella Evans, Euwalkeria Goding and Antillotolania Ramos was recovered, but relationships within this clade were not well resolved. Nodonica bispinigera, gen.n. and sp.n., is described and placed in Centrodontini based on its sister‐group relationship to a clade comprising previously described genera of this tribe. Membracinae and Heteronotinae were consistently monophyletic. Neither Darninae nor Smiliinae, as previously defined, was monophyletic on the maximally parsimonious cladograms, but constraining both as monophyletic groups required only one additional step. The monophyly of Stegaspidinae, including Deiroderes Ramos (unplaced in Membracidae), was supported on some but not all equally parsimonious cladograms. More detailed analyses of individual subfamilies, as well as morphological data on the undescribed immatures of several membracid tribes and genera, will be needed to elucidate relationships among tribes and genera. A key to the subfamilies and tribes is provided.     

Origins and diversification of Indo-West Pacific marine fauna: evolutionary history and biogeography of turban shells (Gastropoda, Turbinidae)

The present study aimed to assess the consequences of tectonic events and temperature regime on the diversification of Indo‐West Pacific (IWP) turban shell species. Bayesian and parsimony methods were used to construct a phylogenetic hypothesis using sequence data from three genes for the turban shell genus Turbo and for a larger data set including representatives of all known genera in the subfamily Turbininae. Phylogenetic analyses indicate that all IWP Turbo species form a single clade approximately 68 Myr in age, predating the closure of the Tethys Sea and therefore predating the physical separation of the IWP from other biogeographical regions. All but one of the IWP subgenera tested in Turbo also predate the closure of the Tethys Sea. Fossil evidence for Marmarostoma, the largest subgenus, confirms that at least some Turbo lineages currently restricted to the IWP were previously more widespread. The combination of the phylogeny with the fossil evidence suggests that present day diversity in IWP Turbo is the result of the evolutionary persistence within the IWP of several, morphologically distinct lineages, some of which were more widespread in the Oligocene. Some IWP lineages show significant increases in diversification in the early Miocene, probably as a result of the increased availability of both shallow‐water habitats due to tectonic plate movements and increased carbonate platforms in the central IWP resulting from coincident diversification of zooxanthellate corals. The IWP is therefore behaving as both a cradle of diversity (with new species originating in situ) and a museum of diversity (with lineages that predate its isolation also being maintained). Bayesian and parsimony analyses of the subfamily recovered five clades and mapping the temperature regime (tropical or temperate) of each species onto the molecular tree using parsimony suggested that temperate habitat is an ancestral character in at least four of the clades. This result was also supported by Bayesian reconstruction of ancestral states. Astralium (the fifth clade) may also prove to have a temperate origin, but this could not be determined with certainty given the available data. The origin of diversity in tropical regions is of particular interest because it has been suggested that the tropics are the source of many evolutionary novelties and have provided a species pool, from which temperate regions were populated. The present study suggests that Turbininae may be an exception to this rule. The tree shape also suggests that temperature has had an effect on speciation rates; temperate Turbininae are apparently evolving more slowly or suffering more extinction than their tropical sister clades, which show greater diversity. © 2007 The Linnean Society of London, Biological Journal of the Linnean Society, 2007, 92 , 573–592.     

Phylogeny of Mesocyclops (Copepoda: Cyclopidae) inferred from morphological characters

Evolutionary relationships were investigated in the genus Mesocyclops, a pantropical freshwater cyclopid group. In the phylogenetic analyses that involved all 71 known species, and used 81 morphological characters (265 character states) mainly of the adult females, two different approaches were applied: global parsimony, and a new distance method based upon the recognition of sister‐groups on the basis of minimal distances iteratively corrected for unique character states (MICSEQ). In coding of the characters, half of which showed intraspecific variation, the ‘scaled’ method was employed, which assumes that any trait between its absence and fixed presence passes through a polymorphic stage. Impact of the reference points on topology of the trees generated by the parsimony method was tested in three ways where the outgroups comprised: (1) nine species representing six genera of two subfamilies; (2) three species from two genera supposedly not distant from Mesocyclops; and (3) one presumably close and one distant relative of Mesocyclops. The trees generated by the parsimony‐based and corrected distance methods agreed as to the monophyly of the following groups: reidae‐clade (M. reidae, M. chaci, M. yutsil); rarus‐clade (Mesocyclops annae, M. pseudoannae, M. splendidus, M. rarus, M. paludosus, M. darwini, M. dayakorum); annulatus‐clade (Mesocyclops intermedius, M. ellipticus, M. paranaensis, M. annulatus, M. tenuisaccus); meridianus‐clade (Mesocyclops meridionalis, M. varius, M. venezolanus, M. brasilianus, M. pseudomeridianus, M. meridianus); major‐clade (Mesocyclops major, M. pilosus, M. insulensis); dussarti‐clade (M. dussarti, M. dadayi, M. isabellae, M. thermocyclopoides); pubiventris‐clade (M. pubiventris, M. medialis, M. brooksi, M. notius). A majority of the analyses support a clade of the ‘true’Mesocyclops including all ingroup species except the reidae‐group, and point to monophyly of the Old World species lacking medial spine on P1 basipodite. There were, however, some components for which the two procedures, regardless of the outgroup choice and/or character set, suggested different relationships. Basal relationships of Mesocyclops[between M. edax (North and Central America), the Neotropical species (M. longisetus, M. araucanus, M. evadomingoi, meridianus‐ and annulatus‐clade), Old World group (P1 basipodite without medial spine) and the rarus‐clade (Old World; P1 basipodite with medial spine)] remained unresolved. © 2006 The Linnean Society of London, Zoological Journal of the Linnean Society, 2006, 147 , 1–70.