HETEROCHRONY AND ALLOMETRY: LESSONS FROM THE WATER STRIDER GENUS LIMNOPORUS

Heterochrony and allometry both deal with evolutionary modifications of ontogenies. Although data about both morphology and age are required to identify heterochronic processes, age data are not needed to study allometry. Using a simple graphical model, we show that allometric patterns cannot be used to infer the underlying heterochronic processes. We present a case study of the water strider genus Limnoporus Stål (Heteroptera: Gerridae) to illuminate the distinct roles that allometry and heterochrony play in integrated studies of the evolution of form. Multivariate analyses reveal several evolutionary modifications of growth trajectories (changes in direction, lateral transposition, and ontogenetic scaling), which are fairly consistent with the hypothesized phylogeny of the genus. Because there is no positive correlation between instar durations and size increments, size cannot be used as a proxy for age data in studies of heterochrony. In fact, a measure of overall size itself shows a remarkable variety of heterochronic changes among the six species. Mixtures of several heterochronic processes predominate over the more unitary reflections of "pure" processes. Heterochronic changes in different branches of the phylogeny, apparently independent of size scaling, suggest considerable potential for adaptive evolution. "Local" differentiation of ontogenetic traits within small clades may be at least as important as "global" evolutionary trends in large clades and will often be missed in "global" analyses.

HIERARCHICAL COMPARISON OF GENETIC VARIANCE-COVARIANCE MATRICES. I. USING THE FLURY HIERARCHY

The comparison of additive genetic variance-covariance matrices (G-matrices) is an increasingly popular exercise in evolutionary biology because the evolution of the G-matrix is central to the issue of persistence of genetic constraints and to the use of dynamic models in an evolutionary time frame. The comparison of G-matrices is a nontrivial statistical problem because family structure induces nonindependence among the elements in each matrix. Past solutions to the problem of G-matrix comparison have dealt with this problem, with varying success, but have tested a single null hypothesis (matrix equality or matrix dissimilarity). Because matrices can differ in many ways, several hypotheses are of interest in matrix comparisons. Flury (1988) has provided an approach to matrix comparison in which a variety of hypotheses are tested, including the two extreme hypotheses prevalent in the evolutionary literature. The hypotheses are arranged in a hierarchy and involve comparisons of both the principal components (eigenvectors) and eigenvalues of the matrix. We adapt Flury's hierarchy of tests to the problem of comparing G-matrices by using randomization testing to account for nonindependence induced by family structure. Software has been developed for carrying out this analysis for both genetic and phenotypic data. The method is illustrated with a garter snake test case.

INDIVIDUAL VARIATION OF ONTOGENIES: A LONGITUDINAL STUDY OF GROWTH AND TIMING

This study of growth and developmental time in the water strider Limnoporus canaliculatus (Heteroptera: Gerridae) is based on longitudinal data from specimens reared individually in the laboratory. I analyzed multivariate allometry using a common principal components approach. This technique identified patterns of variation that were uncorrelated both within and among instars and which remained fairly constant throughout the growth period; in contrast, the overall amount of variation increased from young to older instars. Negative correlations between size and subsequent growth increments indicated convergent growth in the first three instars, but there was a transition to positive correlations (divergent growth) in later instars. Analysis of covariation among measurements made in different instars showed strong ontogenetic autocorrelation and revealed patterns remarkably similar to those found in mammals and birds; yet corresponding analyses of growth increments showed mainly independent variation in different instars. Therefore, I conclude that the strong correlations among stage-specific measurements result from the part-whole relationships inherent to these cumulative size data, but do not reflect specific properties of the organisms studied. In contrast to size increments, instar durations of water striders were highly correlated throughout the larval period, indicating that individuals tended to develop at either relatively fast or relatively slow rates in all instars. The correlations between growth increments and instar durations were nil or negative, contrary to expectations from life-history theory. The results of these analyses of individual variation match the findings from other water striders and from interspecific comparisons in the genus Limnoporus, but information about physiological mechanisms of molting and growth in insects cannot completely explain the patterns observed.

PHYLOGENETIC ANALYSIS OF PHENOTYPIC COVARIANCE STRUCTURE. I. CONTRASTING RESULTS FROM MATRIX CORRELATION AND COMMON PRINCIPAL COMPONENT ANALYSES

Applications of quantitative techniques to understanding macroevolutionary patterns typically assume that genetic variances and covariances remain constant. That assumption is tested among 28 populations of the Phyllotis darwini species group (leaf-eared mice). Phenotypic covariances are used as a surrogate for genetic covariances to allow much greater phylogenetic sampling. Two new approaches are applied that extend the comparative method to multivariate data. The efficacy of these techniques are compared, and their sensitivity to sampling error examined. Pairwise matrix correlations of correlation matrices are consistently very high (> 0.90) and show no significant association between matrix similarity and phylogenetic relatedness. Hierarchical decomposition of common principal component (CPC) analyses applied to each clade in the phylogeny rejects the hypothesis that common principal component structure is shared in clades more inclusive than subspecies. Most subspecies also lack a common covariance structure as described by the CPC model. The hypothesis of constant covariances must be rejected, but the magnitudes of divergence in covariance structure appear to be small. Matrix correlations are very sensitive to sampling error, while CPC is not. CPC is a powerful statistical tool that allows detailed testing of underlying patterns of covariation.

MORPHOLOGICAL DIFFERENTIATION AND GENETIC COHESIVENESS OVER A MICROENVIRONMENTAL GRADIENT IN THE MARINE SNAIL LITTORINA SAXATILIS

The marine gastropod Littorina saxatilis has different ecotypes in shores only a few meters apart. This has both taxonomic and evolutionary implications. Here we report on an extreme type of within-shore dimorphism in shell characters. In the wave-exposed rocky shores in northwestern Spain, we found one form of L. saxatilis in the upper-level barnacle zone. It had a white, ridged shell, with black bands in the grooves. Another form confined to the lower-shore mussel belt had a smooth shell that was either white and tessellated or darkly colored. These two forms cooccured in a narrow midshore zone together with individuals that had combined characters, but were present in low frequencies (11%-29%). We used principal-component analysis of metric shell characters to study variation in shell size and shape. We found that the upper-shore form was larger than the lower-shore form. We also found small but significant differences in shell shape. Experiments in a common laboratory environment suggested the differences in shell ornamentation and color are inherited, but the individuals did not develop the morph-specific characters until a shell height of about 3 mm. The occurrence of mainly two distinct forms may suggest the presence of two species that hybridize. An analysis of five polymorphic enzyme loci in populations of snails from three geographically separated sites indicated, however, that there was no positive correlation between morphological distances and genetic distances among populations on a geographic scale (tens of kilometers). Thus, we rejected the hypothesis of two species. However, on a microgeographic scale (meters), genetic differentiation between groups with the same form was less than differentiation between forms. This indicated a partial barrier to gene flow between the two forms, and preliminary mate choice data suggested this was caused by nonrandom mating in the midshore zone of overlap.

MUTATIONAL CONTRIBUTIONS TO GENETIC VARIANCE-COVARIANCE MATRICES: AN EXPERIMENTAL APPROACH USING INDUCED MUTATIONS IN ARABIDOPSIS THALIANA

Genetic potential for evolutionary change and covariational constraints are typically summarized as the genetic variance-covariance matrix G, and there is currently debate over the extent to which G remains effectively constant during the course of adaptive evolution. However, G provides only a temporally restricted view of constraints that ignores possible biases in how new mutations affect multivariate phenotypes. We used chemical mutagenesis to study the effect of mutations as summarized by the mutational covariance matrix, M, in Arabidopsis thaliana. By introducing mutations into three isogenic strains of A. thaliana, we were able to quantify M directly as the genetic variance-covariance matrix of mutagenized lines. Induced mutations generally did not alter the means of the six morphology and life-history traits we measured, but they did affect the levels of available genetic variation and the covariances among traits. However, these effects were not consistent among the three isogenic lines; that is, there were significant differences among the lines in both the number of mutations produced by ethyl-methane-sulfonate treatment and the M matrices they induced. The evolutionary implications of the dependence of M on the number of mutations, the particular genetic background, and the mutagenic sampling of loci in the genome are discussed in light of commonly applied models of multivariate evolution and the potential for the genetic architecture itself to change in ways that facilitate the coordinated evolution of complex phenotypes.

Size, shape, and form: concepts of allometry in geometric morphometrics

Allometry refers to the size-related changes of morphological traits and remains an essential concept for the study of evolution and development. This review is the first systematic comparison of allometric methods in the context of geometric morphometrics that considers the structure of morphological spaces and their implications for characterizing allometry and performing size correction. The distinction of two main schools of thought is useful for understanding the differences and relationships between alternative methods for studying allometry. The Gould-Mosimann school defines allometry as the covariation of shape with size. This concept of allometry is implemented in geometric morphometrics through the multivariate regression of shape variables on a measure of size. In the Huxley-Jolicoeur school, allometry is the covariation among morphological features that all contain size information. In this framework, allometric trajectories are characterized by the first principal component, which is a line of best fit to the data points. In geometric morphometrics, this concept is implemented in analyses using either Procrustes form space or conformation space (the latter also known as size-and-shape space). Whereas these spaces differ substantially in their global structure, there are also close connections in their localized geometry. For the model of small isotropic variation of landmark positions, they are equivalent up to scaling. The methods differ in their emphasis and thus provide investigators with flexible tools to address specific questions concerning evolution and development, but all frameworks are logically compatible with each other and therefore unlikely to yield contradictory results.

Size, shape, and form: concepts of allometry in geometric morphometrics

Allometry refers to the size-related changes of morphological traits and remains an essential concept for the study of evolution and development. This review is the first systematic comparison of allometric methods in the context of geometric morphometrics that considers the structure of morphological spaces and their implications for characterizing allometry and performing size correction. The distinction of two main schools of thought is useful for understanding the differences and relationships between alternative methods for studying allometry. The Gould–Mosimann school defines allometry as the covariation of shape with size. This concept of allometry is implemented in geometric morphometrics through the multivariate regression of shape variables on a measure of size. In the Huxley–Jolicoeur school, allometry is the covariation among morphological features that all contain size information. In this framework, allometric trajectories are characterized by the first principal component, which is a line of best fit to the data points. In geometric morphometrics, this concept is implemented in analyses using either Procrustes form space or conformation space (the latter also known as size-and-shape space). Whereas these spaces differ substantially in their global structure, there are also close connections in their localized geometry. For the model of small isotropic variation of landmark positions, they are equivalent up to scaling. The methods differ in their emphasis and thus provide investigators with flexible tools to address specific questions concerning evolution and development, but all frameworks are logically compatible with each other and therefore unlikely to yield contradictory results.

Sexual dimorphism in multiple aspects of 3D facial symmetry and asymmetry defined by spatially dense geometric morphometrics

Accurate measurement of facial sexual dimorphism is useful to understanding facial anatomy and specifically how faces influence, and have been influenced by, sexual selection. An important facial aspect is the display of bilateral symmetry, invoking the need to investigate aspects of symmetry and asymmetry separately when examining facial shape. Previous studies typically employed landmarks that provided only a sparse facial representation, where different landmark choices could lead to contrasting outcomes. Furthermore, sexual dimorphism is only tested as a difference of sample means, which is statistically the same as a difference in population location only. Within the framework of geometric morphometrics, we partition facial shape, represented in a spatially dense way, into patterns of symmetry and asymmetry, following a two-factor anova design. Subsequently, we investigate sexual dimorphism in symmetry and asymmetry patterns separately, and on multiple aspects, by examining (i) population location differences as well as differences in population variance-covariance; (ii) scale; and (iii) orientation. One important challenge in this approach is the proportionally high number of variables to observations necessitating the implementation of permutational and computationally feasible statistics. In a sample of gender-matched young adults (18-25 years) with self-reported European ancestry, we found greater variation in male faces than in women for all measurements. Statistically significant sexual dimorphism was found for the aspect of location in both symmetry and asymmetry (directional asymmetry), for the aspect of scale only in asymmetry (magnitude of fluctuating asymmetry) and, in contrast, for the aspect of orientation only in symmetry. Interesting interplays with hypotheses in evolutionary and developmental biology were observed, such as the selective nature of the force underpinning sexual dimorphism and the genetic independence of the structural patterns of fluctuating asymmetry. Additionally, insights into growth patterns of the soft tissue envelope of the face and underlying skull structure can also be obtained from the results.

Intraspecific variability in Triatoma dimidiata (Hemiptera: Reduviidae) populations from Guatemala based on chemical and morphometric analyses

The intraspecific variability of Triatoma dimidiata Latreille, a major vector of Chagas disease, was studied in four departments of Guatemala. Insects were collected from either domestic and sylvatic habitats, and their cuticular hydrocarbon pattern and head morphology were analyzed using ordination and classification techniques. A significant discrimination was obtained both with morphometric and hydrocarbon analyses. Insects from northern departments were easily differentiated from southern conspecifics. Distinctive hydrocarbon pattern and head shape were detected for insects collected from caves in the north central region of the country, posing concern about their taxonomic status.

Geographic variation of metric properties within the neotropical sandflies

Traditional morphometrics remains a useful tool for differentiating sandflies species, particularly closely related taxa. Within a single species, however, size variation among geographic populations might interfere with species distinction. In the past decades, a search for a metric property less prone to individual variations led to the use of ratios, and more recently to the use of size-free variables (after tentative size extraction). While morphometrics is continuously enriched with new, more efficient techniques describing shape, the question remains for the morphologist whether an efficient removing of within-species size variation is sufficient to produce stable, specific characters. Is a single species metrically recognizable in spite of its geographical variation? To address this question the intraspecific variation in 10 neotropical sandflies was examined within and between large South American ecogeographic regions: the Amazonian region, the Sub-Andean and the Chaco regions of Bolivia, and the Atlantic Coast of Brazil. Thus, the geographic stability of metric properties, as derived from measurements between landmarks, was investigated 10 times allowing a total of 29 inter-regional and 13 intra-regional conspecific comparisons. Metric proportions remained stable among conspecific populations of a single ecogeographic region. From one region to another, however, size-independent changes were significant and their amount was correlated with altitude. This could reflect an important role of some environmental changes in shaping the insects, and should be taken into account when using morphometrics to identify sandflies.

Metric variation among geographic populations of the Chagas vector Triatoma dimidiata (Hemiptera: Reduviidae: Triatominae) and related species

Eight Triatoma dimidiata populations from different geographic regions were compared along with related species using traditional morphometry of head characters. A method for removing allometric change was used for the intraspecific comparisons, and scaling for the isometric change of size was used for the interspecific comparisons. The intraspecific comparison showed significant head shape differences between T. dimidiata populations correlating with geography, showing a separation between the northern, intermediate, and southern collections (more evident in females), and supporting the idea that this species includes several evolutionarily divergent populations. The positioning of one sylvatic group from Guatemala did not correlate with geography, because it was more closely related to a distinct population of Colombia. This sylvatic group was found in caves, while the Colombian specimens, although collected in houses, may have migrated from nearby caves. Evolutionary and/or ecological influences could be responsible for the head shape similarities between these two groups: a common ancestral origin of both populations or a morphological convergence caused by similar environmental pressures. The interspecific comparisons included four other regional species of the same genus, three of them belonging to the phyllosoma complex (T. pallidipennis, T. mexicana, and T. ryckmani, the latter provisionally) and the fourth one classified in the protracta complex (T. nitida). Both complexes were readily separated by their head dimensions, even after size adjustment, and our data support inclusion of T. dimidiata within the phyllosoma complex.

Domiciliation process of Rhodnius stali (Hemiptera: Reduviidae) in Alto Beni, La Paz, Bolivia

We report a systematic collection of Triatominae inside houses and in the peridomestic environment of Alto Beni, department of La Paz, Bolivia. This area is free of Triatoma infestans and although we detected previously seropositivity for Trypanosoma cruzi, the Alto Beni region is not officially considered as endemic for Chagas disease. From 11 houses of five localities, we collected adults, nymphs and eggs of a Rhodnius species, which was confirmed by morphological and morphometric analysis as Rhodnius stali. This little-known species has long been confused with R. pictipes, and was originally described from museum specimens labelled as R. pictipes. Our data show that R. stali is able to establish colonies in domestic and peridomestic habitats in Bolivia, and it is probably the vector responsible for Chagas disease seropositivity observed in the indigenous population of Alto Beni.

Wing shape divergence between Rhodnius prolixus from Cojedes (Venezuela) and Rhodnius robustus from Mérida (Venezuela)

The existence of Rhodnius robustus as a species distinct from Rhodnius prolixus has long been the main epidemiological question about Chagas disease transmission in Venezuela and surrounding countries. These two taxa are morphologically and genetically very similar, but only R. prolixus is assumed to colonize houses and transmit Chagas disease to humans. R. robustus is assumed to be an exclusively sylvatic species, restricted to palm trees. If robustus and prolixus are actually the same species, the theoretical possibility exists of sylvatic specimens invading houses, even after insecticide application, and a control strategy similar to that of the successful Southern Cone Initiative against Triatoma infestans would be difficult to consider. Since no valid alternative control strategy exists, the answer to this biological question could be decisive about the future of vector control in this region. Although we believe genetic techniques are best suited to define species boundaries, we present here an example of the relevance of modern morphometrics in dealing with such an issue. Using both traditional and geometric morphometrics, we compared the wing size and shape in both sexes of these two taxa reared in the same laboratory for one generation. R. robustus specimens were collected from palm trees in the state of Mérida (Venezuela), and R. prolixus were collected from houses in the state of Cojedes (Venezuela). Our study provided no argument to question their specific status. Even after one generation of living in the same laboratory conditions, the two lines showed clear size differences, divergent allometric trends, and significant allometry-free differences in shape. These results suggest that R. robustus (Mérida, Venezuela) and R. prolixus (Cojedes, Venezuela) are distinct evolutionary units. Due to the epidemiological importance of this question, further studies in other geographic areas of Venezuela are required to accurately define the relationships of R. robustus and R. prolixus.

Interpretation of the results of common principal components analyses

Common principal components (CPC) analysis is a new tool for the comparison of phenotypic and genetic variance-covariance matrices. CPC was developed as a method of data summarization, but frequently biologists would like to use the method to detect analogous patterns of trait correlation in multiple populations or species. To investigate the properties of CPC, we simulated data that reflect a set of causal factors. The CPC method performs as expected from a statistical point of view, but often gives results that are contrary to biological intuition. In general, CPC tends to underestimate the degree of structure that matrices share. Differences of trait variances and covariances due to a difference in a single causal factor in two otherwise identically structured datasets often cause CPC to declare the two datasets unrelated. Conversely, CPC could identify datasets as having the same structure when causal factors are different. Reordering of vectors before analysis can aid in the detection of patterns. We urge caution in the biological interpretation of CPC analysis results.

Biogeographic and evolutionary implications of size variation in North American least weasels (Mustela nivalis)

Geographic variation in the skulls of least weasels, Mustela nivalis, from North America, Central Europe, and Siberia was investigated to determine the influence of environmental variation and recent biogeographic history. The clustering pattern of 16 populations, based on overall morphological similarity, revealed the existence of four large groups, which were assigned to the subspecies rixosa, eskimo, vulgaris, and subpalmata, each associated with a specific geographic area and showing a distinct degree of sexual dimorphism. Variation in size was not associated with these four groups. Variation in degree of sexual dimorphism was less within each of these groups than among them, despite considerable environmental changes, suggesting that ecological factors are not significant. Relative to M. erminea, which was used as the outgroup, M. subpalmata constitutes a very distinct taxon that deserves consideration as a separate species. The eskimo and rixosa groups, though differing in size, still show large differences in shape that cannot be explained by simple isometric or allometric size gradients of variation. Isolation of the North American fauna during the glaciations, rather than ecological factors, seems to be the key factor determining differences between the eskimo and rixosa populations. This suggests that M. rixosa should be considered a valid species.