On the Misidentification of Species: Sampling Error in Primates and Other Mammals Using Geometric Morphometrics in More Than 4000 Individuals

Allometry and phylogenetic divergence: Correspondence or incongruence?

The potential connection between trends of within species variation, such as those of allometric change in morphology, and phylogenetic divergence has been a central topic in evolutionary biology for more than a century, including in the context of human evolution. In this study, I focus on size-related shape change in craniofacial proportions using a sample of more than 3200 adult Old World monkeys belonging to 78 species, of which 2942 specimens of 51 species are selected for the analysis. Using geometric morphometrics, I assess whether the divergence in the direction of static allometries increases in relation to phyletic differences. Because both small samples and taxonomic sampling may bias the results, I explore the sensitivity of the main analyses to the inclusion of more or less taxa depending on the choice of a threshold for the minimum sample size of a species. To better understand the impact of sampling error, I also use randomized subsampling experiments in the largest species samples. The study shows that static allometries vary broadly in directions without any evident phylogenetic signal. This variation is much larger than previously found in ontogenetic trajectories of Old World monkeys, but the conclusion of no congruence with phylogenetic divergence is the same. Yet, the effect of sampling error clearly contributes to inaccuracies and tends to magnify the differences in allometric change. Thus, morphometric research at the boundary between micro- and macro-evolution in primates, and more generally in mammals, critically needs very large and representative samples. Besides sampling error, I suggest other non-mutually exclusive explanations for the lack of correspondence between allometric and phylogenetic divergence in Old World monkeys, and also discuss why directions might be more variable in static compared to ontogenetic trajectories. Even if allometric variation may be a poor source of information in relation to phylogeny, the evolution of allometry is a fascinating subject and the study of size-related shape changes remains a fundamental piece of the puzzle to understand morphological variation within and between species in primates and other animals.

Evaluation of palate morphology in patients treated with leaf expander and hyrax expander: A geometric morphometric analysis

OBJECTIVE

The aim of this study was to evaluate changes in shape of the palatal vault after maxillary expansion with hyrax expander (HE) and leaf expander (LE), using 3D Geometric Morphometric Analysis.

SETTING AND SAMPLE POPULATION

Overall, 250 patients (110 M, 140 F) with maxillary transverse deficiency were selected for this study. In this study, 127 subjects were treated with HE, 123 with LE.

MATERIALS AND METHODS

Digital dental models were obtained pre-treatment (T0) and after 12 months from the cementation of the device (T1) and processed by means of a digital scanner. Linear and morphometric analyses were conducted to determine the effects of each appliance on dental measurements and palatal shape, and a multiple linear regression was performed to analyse the influence of anchorage and appliance type on final shape.

RESULTS

Morphometric analysis showed that there was a lowering of the palatal vault in the HE group, while in the LE group it remained unchanged: the difference in palatal shape at time T0 and T1 was statistically significant in both treatments (HE vs. LE). In the HE group, the change in shape also included the upper part of the palatal vault in the vertical dimension, while in the LE group the change in shape interested mainly palatal shelves and the lower portion of the palate.

CONCLUSIONS

Both LE and HE produce clinically significant changes in the morphology of the palatal vault.

Siwalik sabrecats: review and revised diagnosis of Megantereon fossils from the foothills of the Himalaya

The diagnosis of different fossil taxa in small collections from disparate geographical and temporal contexts is a common challenge in palaeontology. The likely number of morphospecies of the extinct sabretooth cat Megantereon is a classic example and subject of long-standing debate. While analyses of global fossil collections have provided insights and hypotheses, specimens from the foothills of the Himalaya-the Siwaliks-have been overlooked in recent treatments due to poor characterization and a confused taxonomic history. Here, this oversight is addressed. Craniodental fossils from the Siwaliks are revisited and their taxonomic status is reviewed. Morphological and metric characteristics are described, and qualitative and quantitative comparisons with congenerics are performed with published descriptions and datasets. The Lower Pleistocene Siwalik Megantereon are among the largest known forms in the genus. Advanced characteristics include reduced upper third premolars and long but comparatively narrow carnassial teeth. While dietary specialism can constrain morphological diversity, statistical analyses, including controls for body size effects, detected significant metric differences in the mandibles in comparison with congenerics. Within current paradigms, the status of Megantereon falconeri as a distinct morphospecies is upheld. A revised diagnosis is provided and the taxonomic affinities of M. falconeri are considered.

Sample Size and Geometric Morphometrics Methodology Impact the Evaluation of Morphological Variation

Geometric morphometrics has had a profound impact on our understanding of morphological evolution. However, factors such as sample size and the views and elements selected for two-dimensional geometric morphometric (2DGM) analyses, which are often dictated by specimen availability and time rather than study design, may affect the outcomes of those analyses. Leveraging large intraspecific sample sizes (n > 70) for two bat species, Lasiurus borealis and Nycticeius humeralis, we evaluate the impact of sample size on calculations of mean shape, shape variance, and centroid size. Additionally, we assessed the concordance of multiple skull 2D views with one another and characterized morphological variation in skull shape in L. borealis and N. humeralis, as well as a closely related species, Lasiurus seminolus. Given that L. seminolus is a morphologically cryptic species with L. borealis, we assessed whether differences in skull shape and in 2DGM approach would allow species discrimination. We found that reducing sample size impacted mean shape and increased shape variance, that shape differences were not consistent across views or skull elements, and that trends shown by the views and elements were not all strongly associated with one another. Further, we found that L. borealis and L. seminolus were statistically different in shape using 2DGM in all views and elements. These results underscore the importance of selecting appropriate sample sizes, 2D views, and elements based on the hypothesis being tested. While there is likely not a generalizable sample size or 2D view that can be employed given the wide variety of research questions and systems evaluated using 2DGM, a generalizable solution to issues with 2DGM presented here is to run preliminary analyses using multiple views, elements, and sample sizes, thus ensuring robust conclusions.

Multiple modes of inference reveal less phylogenetic signal in marsupial basicranial shape compared with the rest of the cranium

Incorporating morphological data into modern phylogenies allows integration of fossil evidence, facilitating divergence dating and macroevolutionary inferences. Improvements in the phylogenetic utility of morphological data have been sought via Procrustes-based geometric morphometrics (GMM), but with mixed success and little clarity over what anatomical areas are most suitable. Here, we assess GMM-based phylogenetic reconstructions in a heavily sampled source of discrete characters for mammalian phylogenetics-the basicranium-in 57 species of marsupial mammals, compared with the remainder of the cranium. We show less phylogenetic signal in the basicranium compared with a 'Rest of Cranium' partition, using diverse metrics of phylogenetic signal (Kmult, phylogenetically aligned principal components analysis, comparisons of UPGMA/neighbour-joining/parsimony trees and cophenetic distances to a reference phylogeny) for scaled, Procrustes-aligned landmarks and allometry-corrected residuals. Surprisingly, a similar pattern emerged from parsimony-based analyses of discrete cranial characters. The consistent results across methods suggest that easily computed metrics such as Kmult can provide good guidance on phylogenetic information in a landmarking configuration. In addition, GMM data may be less informative for intricate but conservative anatomical regions such as the basicranium, while better-but not necessarily novel-phylogenetic information can be expected for broadly characterized shapes such as entire bones. This article is part of the theme issue 'The mammalian skull: development, structure and function'.

Their young bite better: On- and off-host selection pressure as drivers for evolutionary-developmental modification in Rhipicephalus ticks

Distinct life stages may experience different selection pressures influencing phenotypic evolution. Morphological evolution is also constrained by early phenotypes, since early development forms the phenotypic basis of later development. This work investigates evolutionary-developmental modification in three life stages and both sexes of 24 Rhipicephalus species using phylogenetic comparative methods for geometric morphometrics of basis capituli (basal mouthpart structure used for host attachment), and scutum or conscutum areas (proxy for overall body size). Findings indicate species using large hosts at early life stages have distinct basis capituli shapes, correlated with host size, enabling attachment to the tough skins of large hosts. Host-truncate species (one- and two-host) generally retain these adaptive features into later life stages, suggesting neoteny is linked to the evolution of host truncation. In contrast, species using small hosts at early life stages have lost these features. Developmental trajectories differ significantly between host-use strategies (niches), and correlate with distinct clades. In two-host and three-host species using large hosts at early life stages, developmental change is heterotopically accelerated (greater cell mass development) before the first off-host period where selection probably favours large individuals able to better resist dehydration when questing (waiting) for less abundant, less active hosts. In other species, development is heterotopically reduced (neotenic), possibly because dehydration risk is bypassed by prolonged host attachment (one-host species - heterotopic neoteny), or is allometrically repatterned possibly by using highly abundant and active hosts (three-host species using small hosts at early life stages - allometric repatterning). These findings highlight complex trade-offs between on- and off-host factors of free-living ectoparasite ecology, which mediate responses to diverse selection pressures varied by life stage and host-use strategy. It is proposed that these trade-offs shape evolutionary-developmental morphology and diversity of Rhipicephalus ticks.

Skull variation in Afro-Eurasian monkeys results from both adaptive and non-adaptive evolutionary processes

Afro-Eurasian monkeys originated in the Miocene and are the most species-rich modern primate family. Molecular and fossil data have provided considerable insight into their evolutionary divergence, but we know considerably less about the evolutionary processes that underlie these differences. Here, we apply tests developed from quantitative genetics theory to a large (n > 3000) cranio-mandibular morphometric dataset, investigating the relative importance of adaptation (natural selection) and neutral processes (genetic drift) in shaping diversity at different taxonomic levels, an approach applied previously to monkeys of the Americas, apes, hominins, and other vertebrate taxa. Results indicate that natural selection, particularly for differences in size, plays a significant role in diversifying Afro-Eurasian monkeys as a whole. However, drift appears to better explain skull divergence within the subfamily Colobinae, and in particular the African colobine clade, likely due to habitat fragmentation. Small and declining population sizes make it likely that drift will continue in this taxon, with potentially dire implications for genetic diversity and future resilience in the face of environmental change. For the other taxa, many of whom also have decreasing populations and are threatened, understanding adaptive pressures similarly helps identify relative vulnerability and may assist with prioritising scarce conservation resources.

Bill Variation of Captive and Wild Chukar Partridge Populations: Shape or Size

Traditionally, morphological characters are widely used to distinguish between interspecies and intraspecies. In addition to the size of morphological characters, shape has also been used as an indicator in the last decades. We evaluated the geometric morphometry and morphometric of the bill of Chukar Partridge, Alectoris chukar from captive and wild populations to determine the bill variation and population relationships. Although there was a size difference between the sexes, no shape difference was found. However, captive populations differed from wild populations in both size and shape. Although there was no difference in shape among wild populations, some differences were found in size. Moreover, bill sizes of captive populations were statistically longer than western, centre, and eastern wild populations. It was also shown that the western populations had the most significant variation among the wild populations. The results revealed that using the size and shape together was more effective in comparing populations.

Biomechanical correlates of zygomaxillary-surface shape in papionin primates and the effects of hard-object feeding on mangabey facial form

Extant African papioninans are distinguished from macaques by the presence of excavated facial fossae; however, facial excavation differs among taxa. Mangabeys (Cercocebus, Rungwecebus, and Lophocebus) exhibit fossae that invade the zygomatic forming pronounced suborbital fossae (SOFs). Larger-bodied Papio, Mandrillus, and Theropithecus have lateral rostral fossae with minimal/absent suborbital fossae. Because prior studies have shown that mangabeys exhibit adaptations to anterior dental loading (e.g., palatal retraction), it is plausible that mangabey SOFs represent structural accommodation to masticatory-system shape rather than facial allometry, as commonly hypothesized. We analyzed covariation between zygomaxillary-surface shape, masticatory-system shape, and facial size in 141 adult crania of Macaca fascicularis, Papio kindae, Cercocebus, and Lophocebus. These taxa represent the range of papionin SOF expression while minimizing size variation (narrow allometry). Masticatory-system landmarks (39) registered palate shape, bite points, masticatory muscle attachments, and the temporomandibular joint. Semilandmarks (450) captured zygomaxillary-surface shape. Following Procrustes superimposition with semilandmark sliding and principal components analyses, multivariate regression was used to explore allometry, and two-block partial least-squares analyses (within-configuration and separate-blocks) were used to examine covariation patterns. Scores on principal components 1-2 and the first partial least-square (PLS1) separate mangabeys from Macaca and Papio. Both zygomaxillary-surface shape and masticatory-system shape are correlated with size within taxa and facial morphotypes; however, regression distributions indicate morphotype shape differences are non-allometric. PLS1 accounts for ∼95% of shape covariance (p < 0.0001) and shows strong linear correlations (r-PLS = ∼0.95, p < 0.0001) between blocks. Negative PLS1 scores in mangabeys reflect deep excavation of the suborbital malar surface, palatal retraction, and anterior displacement of jaw adductor muscles and the temporomandibular joint. Neither PC1 nor PLS1 scores ordinate specimens by facial size. Taken together, these results fail to support the allometric hypothesis but suggest that mangabey zygomaxillary morphology is closely linked with adaptations to hard-object feeding.

Quantifying nonlinear temporal effects of ethanol preservation on round goby (Neogobius melanostomus) anatomical traits

Geometric morphometrics provides a powerful means of evaluating differences in phenotypic traits among specimens. However, inferences of trait variability can be confounded when measurements are based on preserved samples. We evaluated effects of ethanol preservation on morphology over a 22-week time period for a Laurentian Great Lakes invasive fish, round goby (Neogobius melanostomus, Pallas 1814), using sets of 17 lateral and six dorsal landmarks. We tested whether ethanol preservation affected the magnitude of inter-population variation between individuals collected from lake and river habitats. Generalized least square regression determined that length did not significantly vary through the preservation time series for fish from either population, while mass decreased significantly. Body shape variation was summarized using principal component analysis, which revealed that most preservation-associated changes occurred in the first 14 days. The lateral shape experienced a large magnitude change during the first 24 h in ethanol then only minor changes for the remainder of the study. The dorsal shape began to revert to pre-preservation measurements about 14 days following preservation. Additionally, differences in shape were apparent between the two populations throughout the experiment; however, the magnitude of differences between populations varied depending on whether dorsal or lateral landmarks were considered. Our study demonstrates that tissue responses to ethanol preservation can be more complex than a simple loss of mass, resulting in difficult to predict consequences for geometric morphometric analyses, including variable responses depending on the anatomical region being analyzed.

Sexual differences in human cranial morphology: Is one sex more variable or one region more dimorphic?

The quantification of cranial sexual dimorphism (CSD) among modern humans is relevant in evolutionary studies of morphological variation and in a forensic context. Despite the abundance of quantitative studies of CSD, few have specifically examined intra-sex variability. Here we quantify CSD in a geographically homogeneous sample of adult crania, which includes Italian individuals from the 19th and 20th centuries. Cranial morphology is described with 92 3D landmarks analyzed using Procrustean geometric morphometrics (PGMM). Size and shape variables are used to compare morphological variance between sexes in the whole cranium and four individual regions. The same variables, plus Procrustes form, are used to quantify average sex differences and explore classification accuracy. Our results indicate that: (a) as predicted by Wainer's rule, males present overall more variance in size and shape, albeit this is statistically significant only for total cranial size; (b) differences between sexes are dominated by size and to a lesser extent by Procrustes form; (c) shape only accounts for a minor proportion of variance; (d) the cranial base shows almost no dimorphism for shape; and (e) facial Procrustes form is the most accurate predictor of skeletal sex. Overall, this study suggests developmental factors underlying differences in CSD among cranial regions; stresses the need for population-specific models that describe craniofacial variation as the basis for models that facilitate the estimation of sex in unidentified skeletal remains; and provides one of the first confirmations of "Wainer's rule" in relation to sexual dimorphism in mammals specific to the human cranium.