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Giant taxon‐character matrices: quality of character constructions remains critical regardless of size
Authors:Tiago R. Simões  Michael W. Caldwell  Alessandro Palci  Randall L. Nydam
Affiliation:1. Department of Biological Sciences, University of Alberta, Edmonton, AB, Canada;2. Department of Earth and Atmospheric Sciences, University of Alberta, Edmonton, AB, Canada;3. School of Biological Sciences, Flinders University, GPO Box 2100, Adelaide, SA, Australia;4. Department of Anatomy, Arizona College of Osteopathic Medicine, Midwestern University, Glendale, USA
Abstract:Giant morphological data matrices are increasingly common in cladistic analyses of vertebrate phylogeny, reporting numbers of characters never seen or expected before. However, the concern for size is usually not followed by an equivalent, if any, concern for character construction/selection criteria. Therefore, the question of whether quantity parallels quality for such influential works remains open. Here, we provide the largest compilation known to us of character construction methods and criteria, as derived from previous studies, and from our own de novo conceptualizations. Problematic character constructions inhibit the capacity of phylogenetic analyses to recover meaningful homology hypotheses and thus accurate clade structures. Upon a revision of two of the currently largest morphological datasets used to test squamate phylogeny, more than one‐third of the almost 1000 characters analysed were classified within at least one of our categories of “types” of characters that should be avoided in cladistic investigations. These characters were removed or recoded, and the data matrices re‐analysed, resulting in substantial changes in the sister group relationships for squamates, as compared to the original studies. Our results urge caution against certain types of character choices and constructions, also providing a methodological basis upon which problematic characters might be avoided.
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