Convergent evolution of lizard toe fringes

Lizard toe fringes are composed of laterally projecting elongated scales and have arisen independently at least 26 times in seven families of lizards. Four different fringe types are identified: triangular, projectional, conical and rectangular. To determine if variation in fringe morphology can be attributed to environmental differences, each independent evolution of a fringe type is identified; correlation of substrate types with evolutionary independent fringe morphologies are then studied. Variation in fringe morphology shows a strong association with substrate type: triangular, projectional and conical fringes with windblown sand; and rectangular fringes with water. Some aspects of fringe morphology may result from differences in functional requirements, and others may have no adaptive significance. This example of convergent evolution points out difficulties inherent to comparative studies of adaptation and underscores the value of broad comparative surveys which provide an alternative to ad hoc adaptive explanations of similarity.     

Skull morphology and functionality of extant Felidae (Mammalia: Carnivora): a phylogenetic and evolutionary perspective

Felids morphology and ecological role as hypercarnivores are quite constant, despite considerable body size variation among species. Skull morphological and functional features of 34 extant cat species were evaluated under a phylogenetic framework of the Felidae. Twenty skull measurements were analysed through Principal Component Analysis to assess the species morphofunctional spaces. Force indexes were obtained from static equilibrium equations to infer jaw mechanics. Correlations between morphological, functional, and ecological traits were tested by phylogenetically independent contrasts. In spite of the general cat‐like pattern, specific features on the skulls allowed differentiation among groups. Acinonyx jubatus, for instance, showed a shorter and shallower temporal fossa than other big cats, and their bite functionality is marked by an increased contribution of the masseteric system. A morphofunctional dichotomy between Neotropical and Eurasian/African small cats was detected, and is associated with the major transversal axes of the skulls. According to the contrast analyses, the skull size is correlated with the bite force and prey size, but it is uncorrelated with the variations on jaw mechanics (from temporalis or masseter muscle optimizations). Also, there was no correlation between functional differences on jaw muscles and the ratio of prey weight to cat weight. The efficiency of the jaw apparatus among cats is quite consistent; therefore, the different evolutionary trends of jaw mechanics seem to be caused by the casuistic fixation of phenotypical variations, rather than by specific adaptative selections. © 2010 The Linnean Society of London, Zoological Journal of the Linnean Society, 2011, 161 , 414–462.     

From lizard body form to serpentiform morphology: The atlas–axis complex in African cordyliformes and their relatives

The comparative vertebral morphology of the atlas–axis complex in cordyliforms, xantusiid and several skinks is studied here. These lizards are particularly interesting because of their different ecological adaptations and anti‐predation strategies, where conformation ranges from the lizard‐like body to a snake‐like body. This transition to serpentiform morphology shows several evolutionary patterns in the atlas–axis complex: 1) the zygapophyseal articulations are lost in the early stage of the transition. In contrast to mammals, the atlas is more or less locked to the axis in lepidosaurs, but the absence of zygapophyseal articulation releases this locking for rotation. However despite its serpentiform morphology, Chamaesaura is different, in possessing this articulation; 2) the first intercentrum of Chamaesaura and Tetradactylus africanus (serpentiform grass‐swimmers) is fully curved anteriorly, underlying the occipital condyle. While this limits ventral skull rotation beyond a certain angle, it locks the skull, which is a crucial adaptation for a sit‐and‐wait position in grassland habitats that needs to keep the head stabilized; and 3) in Acontias, most of the atlas articular surface with the occipital condyle is formed by the lateral aspect of the articulation area relative to the area located in the dorsal region of the slightly reduced intercentrum. A similar state occurs in amphisbaenians, most likely reflecting a fossorial lifestyle of the limbless lizards. Although Chamaesaura and Tetradactylus live sympatrically in grasslands, Chamaesaura differs in several ways in atlas–axis complex: for example, aforementioned presence of the atlas–axis zygapophyseal articulation, and long posterodorsal processes. Its occipital condyle protrudes further posteriorly, placing the atlas–axis complex further from the endocranium than in Tetradactylus. Hence, adaptation in the same niche, even among sister clades, can lead to different atlas–axis morphology due to different lifestyle strategies, for example, different foraging mode, while similar atlas–axis morphology can evolve in two lineages occupying different niches, as in Ablepharus and Scelotes. J. Morphol. 277:512–536, 2016. © 2016 Wiley Periodicals, Inc.     

The relationship between morphology, escape behaviour and microhabitat occupation in the lizard clade Liolaemus (Iguanidae: Tropidurinae: Liolaemini)

Phenotypic differences among species are known to have functional consequences that in turn allow species to use different habitats. However, the role of behaviour in this ecomorphological paradigm is not well defined. We investigated the relationship between morphology, ecology and escape behaviour among 25 species of the lizard clade Liolaemus in a phylogenetic framework. We demonstrate that the relationship between morphology and characteristics of habitat structure shows little or no association, consistent with a previous study on this group. However, a significant relationship was found between morphology and escape behaviour with the distance a lizard moved from a potential predator correlated with body width, axilla-groin length, and pelvis width. A significant relationship between escape behaviour and habitat structure occupation was found; lizards that occupied tree trunks and open ground ran longer distances from predators and were found greater distances from shelter. Behavioural strategies used by these lizards in open habitats appear to have made unnecessary the evolution of limb morphology that has occurred in other lizards from other clades that are found in open settings. Understanding differences in patterns of ecomorphological relationships among clades is an important component for studying adaptive diversification.     

A comparative study of leukocyte counts and disease risk in primates

Little is known about how the risk of disease varies across species and its consequences for host defenses, including the immune system. I obtained mean values of basal white blood cells (WBC) from 100 species of primates to quantify disease risk, based on the assumption that higher baseline WBC counts will be found in species that experience greater risk of acquiring infectious disease. These data were used to investigate four hypotheses: disease risk is expected to increase with (1) group size and population density; (2) greater contact with soil-borne pathogens during terrestrial locomotion; (3) a slow life history; and (4) increased mating promiscuity. After controlling for phylogeny, WBC counts increased with female mating promiscuity, as reflected in discrete categories of partner number, relative testes mass, and estrous duration. By comparison, the social, ecological, and life-history hypotheses were unsupported in comparative tests. In terms of confounding variables, some WBC types were associated with body mass or activity period, but these variables could not account for the association with mating promiscuity. Several factors may explain why hypotheses involving social, ecological, and life-history factors went unsupported in these tests, including the role of behavioral counterstrategies to disease, restrictions on female choice of mating partners, and the effect of transmission mode on parasite strategies and host defenses.     

Detecting correlation between characters in a comparative analysis with uncertain phylogeny

Abstract.— The importance of accommodating the phylogenetic history of a group when performing a comparative analysis is now widely recognized. The typical approaches either assume the tree is known without error, or they base inferences on a collection of well-supported trees or on a collection of trees generated under a stochastic model of cladogenesis. However, these approaches do not adequately account for the uncertainty of phylogenetic trees in a comparative analysis, especially when data relevant to the phylogeny of a group are available. Here, we develop a method for performing comparative analyses that is based on an extension of Felsenstein's independent contrasts method. Uncertainties in the phylogeny, branch lengths, and other parameters are accommodated by averaging over all possible trees, weighting each by the probability that the tree is correct. We do this in a Bayesian framework and use Markov chain Monte Carlo to perform the high-dimensional summations and integrations required by the analysis. We illustrate the method using comparative characters sampled from Anolis lizards.     

The seven deadly sins of comparative analysis

Phylogenetic comparative methods are extremely commonly used in evolutionary biology. In this paper, I highlight some of the problems that are frequently encountered in comparative analyses and review how they can be fixed. In broad terms, the problems boil down to a lack of appreciation of the underlying assumptions of comparative methods, as well as problems with implementing methods in a manner akin to more familiar statistical approaches. I highlight that the advent of more flexible computing environments should improve matters and allow researchers greater scope to explore methods and data.     

Integrated diversification of locomotion and feeding in labrid fishes

An organism''s performance of any ecological task involves coordination of multiple functional systems. Feeding performance is influenced by locomotor abilities which are used during search and capture of prey, as well as cranial mechanics, which affect prey capture and processing. But, does this integration of functional systems manifest itself during evolution? We asked whether the locomotor and feeding systems evolved in association in one of the most prominent and diverse reef fish radiations, the Labridae. We examined features of the pectoral fins that affect swimming performance and aspects of the skull that describe force and motion of the jaws. We applied a recent phylogeny, calculated independent contrasts for 60 nodes and performed principal components analyses separately on contrasts for fin and skull traits. The major axes of fin and skull diversification are highly correlated; modifications of the skull to amplify the speed of jaw movements are correlated with changes in the pectoral fins that increase swimming speed, and increases in force capacity of the skull are associated with changes towards fins that produce high thrust at slow speeds. These results indicate that the labrid radiation involved a strong connection between locomotion and feeding abilities.     

Evolutionary correlations among morphology, habitat use and clinging performance in Caribbean Anolis lizards

A central issue in evolutionary biology concerns whether morphology, performance and habitat use have coevolved. We investigated evolutionary relationships among the size of the subdigital toepad, clinging ability and perch height in 12 species of Caribbean Anolis lizard. Specifically, we predicted that: (1) because larger anole species tend to perch high in the canopy, both toepad area and clinging ability should scale with positive allometry to enable small and large lizards to possess approximately similar ratios of both variables relative to mass; (2) anole species with relatively larger toepads (i.e. size-adjusted) should be relatively better clingers compared with species with relatively small toepads; (3) species that perch high in the canopy should possess relatively large clinging abilities (either on an absolute or a size-adjusted basis). Our first hypothesis was refuted, as both toepad area and clinging ability scaled close to isometry (0.67) relative to mass, indicating that large lizard species have low ratios of clinging ability to mass compared with small lizard species. However, our second and third predictions were confirmed. Anole species with relatively larger toepads were relatively better clingers compared with species with relatively smaller toepads. Anole species that perched high in the canopy (either on an absolute scale or relative to size) tended to have relatively larger toepads and greater clinging capacities compared with species that perched lower in the canopy. These data provide indirect comparative evidence that the evolution of increased toepad size in some anole species is adaptive, by facilitating the occupation of perches high in the canopy.  © 2004 The Linnean Society of London, Biological Journal of the Linnean Society , 2004, 83 , 389–398.     

Relationships among morphology, clinging performance and habitat use in Liolaemini lizards

The central tenet of ecomorphological theory holds that different ecological requirements lead to different organismal designs (morphology). Here, we studied the relationships between performance (interlocking grasping) and forelimb morphological traits in species of lizards that exploit different structural habitats in a phylogenetic context. The performance (measured by the maximum force of clinging to substrate) was measured on different substrate types. After phylogenetically informed analyses, we found that arboreal and saxicolous species showed stronger resistance to mechanical traction in all substrates when compared to generalists and sand dweller lizards. These species showed a positive relationship between forelimb dimensions (humerus length and length of claw of toe 5) and maximum force exerted, on the contrary, hand width, claw height (CH) of digits III and IV and claw length of toe 4 showed a negative relationship. In addition, we observed a partial positive correlation between CH and maximal cling force on rough surfaces, but not on smooth surfaces.     

Ecological consequences of ontogenetic changes in head shape and bite performance in the Jamaican lizard Anolis lineatopus

It has been documented extensively that body size affects the physiology and musculoskeletal function of organisms. However, less well understood is how body size affects the ecology of organisms through its effects on physiology and performance. We explored the effects of body size on morphology and performance in different ontogenetic classes and sexes of a common Anolis lizard ( A. lineatopus ). Next, we tested whether these morphological and performance differences may affect functional aspects of the diet such as prey size and prey hardness. Our data showed that males, females and juveniles differ significantly in head size, head shape and bite force. Multiple regression models indicated that head shape and bite force are significantly correlated to prey size and hardness. Yet juveniles had relatively large heads and bit disproportionately hard for their size, allowing them to eat prey as large as those of females. However, for a given prey size, males and females ate more robust prey than did juveniles. Additionally, males ate relatively harder prey than did juveniles. These data suggest that: (1) body size affects the dietary ecology of animals through its effect on head size and bite force; (2) changes in head morphology independent of changes in overall size also have important effects on performance and diet.  © 2006 The Linnean Society of London, Biological Journal of the Linnean Society , 2006, 89 , 443–454.     

系统比较方法的原理及应用

物种的大部分性状与其系统进化过程相联系,亲缘关系近的物种,其性状差异通常较小.因此在种间或更高分类单元层次研究性状之间的关系,或性状与环境间关系时需要考虑系统进化的影响,以满足常规统计分析对于样本独立性的要求.自20世纪80年代以来国际上已经陆续推出一系列的系统比较方法,其共同原理是:在推断物种间系统关系的基础上,在种间水平上比较,将原本不符合样本独立性的物种性状或环境变量数据,将其转化为适用于常规统计分析方法的彼此独立的数据,然后运用常规统计方法分析,得到排除了系统进化历史影响的物种性状间或者物种性状与环境变量间的关系.首先简单介绍了运用系统比较方法之前的建立系统关系和数据诊断这两个步骤,在此基础上阐述简单独立对比分析、Felsenstein的独立比较方法和自回归方法这3种常用的系统比较方法的基本原理、各自的特点以及它们在生态学、进化生物学等领域的应用.系统比较方法已经获得广泛的应用和认可,发现了应用常规统计分析所没有能发现的问题和规律,但在构建准确反映系统进化过程的系统关系、进化模型的选择等方面仍具有一定的局限性;而生物信息学、生物系统学的发展,以及各种相关软件的开发为系统比较方法的进一步完善发展和更为广泛的应用创造了条件.     

Postcranial morphology and the locomotor habits of living and extinct carnivorans

Members of the order Carnivora display a broad range of locomotor habits, including cursorial, scansorial, arboreal, semiaquatic, aquatic, and semifossorial species from multiple families. Ecomorphological analyses from osteological measurements have been used successfully in prior studies of carnivorans and rodents to accurately infer the locomotor habits of extinct species. This study uses 20 postcranial measurements that have been shown to be effective indicators of locomotor habits in rodents and incorporates an extensive sample of over 300 individuals from more than 100 living carnivoran species. We performed statistical analyses, including analysis of variance (ANOVA) and stepwise discriminant function analysis, using a set of 16 functional indices (ratios). Our ANOVA results reveal consistent differences in postcranial skeletal morphology among locomotor groups. Cursorial species display distal elongation of the limbs, gracile limb elements, and relatively narrow humeral and femoral epicondyles. Aquatic and semiaquatic species display relatively robust, shortened femora and elongate metatarsals. Semifossorial species display relatively short, robust limbs with enlarged muscular attachment sites and elongate claws. Both semiaquatic and semifossorial species have relatively elongate olecranon process of the ulna and enlarged humeral and femoral epicondyles. Terrestrial, scansorial, and arboreal species are characterized by having primarily intermediate features, but arboreal species do show relatively elongate manual digits. Morphological indices effectively discriminate locomotor groups, with cursorial and arboreal species more accurately classified than terrestrial, scansorial, or semiaquatic species. Both within and between families, species with similar locomotor habits converge toward similar postcranial morphology despite their independent evolutionary histories. The discriminant analysis worked particularly well to correctly classify members of the Canidae, but not as well for members of the Mustelidae or Ursidae. Results are used to infer the locomotor habits of extinct carnivorans, including members of several extinct families, and also 12 species from the Pleistocene of Rancho La Brea. J. Morphol., 2013. © 2012 Wiley Periodicals, Inc.     

MacroCAIC: revealing correlates of species richness by comparative analysis

Abstract. Studies of species richness have been hampered by the use of methods that fail to account for phylogenetic non-independence of character states. MacroCAIC is a computer program that extends the method of phylogenetically independent contrasts to encompass species-richness data. It examines user-selected characters for correlation with species richness, thus allowing clearer identification of the factors driving large-scale patterns of diversity.     

The evolution of Metriorhynchoidea (mesoeucrocodylia,thalattosuchia): an integrated approach using geometric morphometrics,analysis of disparity,and biomechanics

Metriorhynchoid crocodylians represent the pinnacle of marine specialization within Archosauria. Not only were they a major component of the Middle Jurassic–Early Cretaceous marine ecosystems, but they provide further examples that extinct crocodilians did not all resemble their modern extant relatives. Here, we use a varied toolkit of techniques, including phylogenetic reconstruction, geometric morphometrics, diversity counts, discrete character disparity analysis, and biomechanical finite‐element analysis (FEA), to examine the macroevolutionary history of this clade. All analyses demonstrate that this clade became more divergent, in terms of biodiversity, form, and function, up until the Jurassic–Cretaceous boundary, after which there is no evidence for recovery or further radiations. A clear evolutionary trend towards hypercarnivory in Dakosaurus is supported by phylogenetic character optimization, morphometrics, and FEA, which also support specialized piscivory within Rhacheosaurus and Cricosaurus. Within Metriorhynchoidea, there is a consistent trend towards increasing marine specialization, with the hypermarine Cricosaurus exhibiting numerous convergences with other Mesozoic marine reptiles (e.g. loss of the deltopectoral crest and retracted external nares). In addition, biomechanics, morphometrics, and character‐disparity analyses consistently distinguish the two newly erected metriorhynchid subfamilies. This study illustrates that together with phylogeny, quantitative assessment of diversity, form, and function help elucidate the macroevolutionary pattern of fossil clades. © 2010 The Linnean Society of London, Zoological Journal of the Linnean Society, 2010, 158 , 801–859.     

Uncorrelated evolution between vocal and plumage coloration traits in the trogons: a comparative study

The costs of bird song incurred in a diversity of ways may result in trade‐offs in the production and maintenance of elaborate plumage ornaments. In this paper, we examine evolutionary trade‐offs between acoustic and visual signalling in trogon birds (Trogonidae). Using multiple regressions with phylogenetically independent contrasts, we found that interspecific variation in male plumage coloration was not significantly predicted by song traits (reduced by PCA) or altitude. Although plumage coloration is expected to decrease with increases in song elaboration, both groups of variables were not related. Given that song and plumage coloration traits are likely targets of sexual selection, we also examined their relationships with sexual plumage dimorphism. We found that male carotenoid‐derived coloration was positively related to sexual plumage dimorphism, suggesting that sexual selection on male carotenoid‐derived coloration may be stronger than on melanin‐ or structurally based coloration, or than on acoustic traits. Comparative studies on other bird families accounting for the effects of phylogeny as well as environmental covariates are required to test the generality of our findings in trogons.     

Phylogenetic comparative analysis of life-history variation among populations of the lizard Sceloporus undulatus: an example and prognosis

Over the past 15 years, phylogenetic comparative methods (PCMs) have become standard in the study of life-history evolution. To date, most studies have focused on variation among species or higher taxonomic levels, generally revealing the presence of significant phylogenetic effects as well as residual variation potentially attributable to adaptive evolution. Recently, population-level phylogenetic hypotheses have become available for many species, making it possible to apply PCMs directly to the level at which experiments are typically used to test adaptive hypotheses. In this study, we present the results of PCMs applied to life-history variation among populations of the widespread and well-studied lizard Sceloporus undulatus. Using S. undulatus (which may represent four closely related species) as an example, we explore the benefits of using PCMs at the population level, as well as consider the importance of several thorny methodological problems including but not limited to nonindependence of populations, lack of sufficient variation in traits, and the typically small sample sizes dictated by the difficulty of collecting detailed demographic data. We show that phylogenetic effects on life-history variation among populations of S. undulatus appear to be unimportant, and that several classic trade-offs expected by theory and revealed by many interspecific comparisons are absent. Our results suggest that PCMs applied to variation in life-history traits below the species level may be of limited value, but more studies like ours are needed to draw a general conclusion. Finally, we discuss several outstanding problems that face studies seeking to apply PCMs below the species level.