Article

The Structure Of Individual Variation In Miocene Globorotalia

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Abstract

Analysis of probability distributions of individual organisms provides a common language to describe synchronic and diachronic diversity. When based on an appropriate quantitative description of morphology, this language can be used to explore the temporal component of diversity embedded in the fossil record. Miocene Globorotalia (planktonic foraminifera) from Deep Sea Drilling Project site 593 are described using two-point registration of landmarks in two views (spiral and apertural) and medial-axis analysis of the shape of the final chamber. The equiangular spiral parameters Θ (the angle of increment), r (the expansion rate), and t (the rate of translation down the spiral axis) appear as principal components of the landmark data. Chamber shape variation is described by three principal components of medial-axis curvature. Partial-least-squares analysis demonstrates that the first components of within-morphospace variation also explain the patterns of correlation between the landmark and chamber-shape morphospaces. In the landmark morphospaces, the distribution of sampled individuals is continuous and roughly elliptical with few stratigraphic changes. In the chamber-shape morphospace, the distribution is continuous but shows complex features beyond the elliptical; the occupied morphospace changes stratigraphically, but neither strict cladogenesis nor strict anagenesis explains the derivation of new morphologies. Exemplars of named morphospecies are scattered across these spaces with continuous variation among all forms. These names cannot be assumed to represent discrete entities.

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Assessing the extent to which population subdivision during cladogenesis is necessary for long-term phenotypic evolution is of fundamental importance in a broad range of biological disciplines. Differentiating cladogenesis from anagenesis, defined as evolution within a species, has generally been hampered by dating precision, insufficient fossil data, and difficulties in establishing a direct link between morphological changes detectable in the fossil record and biological species. Here we quantify the relative frequencies of cladogenesis and anagenesis for macroperforate planktic Foraminifera, which arguably have the most complete fossil record currently available, to address this question. Analyzing this record in light of molecular evidence, while taking into account the precision of fossil dating techniques, we estimate that the fraction of speciation events attributable to anagenesis is <19% during the Cenozoic era (last 65 Myr) and <10% during the Neogene period (last 23 Myr). Our central conclusion-that cladogenesis is the predominant mode by which new planktic Foraminifera taxa become established at macroevolutionary time scales-differs markedly from the conclusion reached in a recent study based solely on fossil data. These disparate findings demonstrate that interpretations of macroevolutionary dynamics in the fossil record can be fundamentally altered in light of genetic evidence.
Article
▪ Abstract The diversity of organismic form has evolved nonuniformly during the history of life. Quantitative morphological studies reveal profound changes in evolutionary rates corresponding with the generation of morphological disparity at low taxonomic diversity during the early radiation of many clades. These studies have also given insight into the relative importance of genomic and ecological factors in macroevolution, the selectivity of extinction, and other issues. Important progress has been made in the development of morphological spaces that can accommodate highly disparate forms, although this area still needs more attention. Other future directions include the relationship between morphological and ecological diversification, geographic patterns in morphological diversity, and the role of morphological disparity as a causal factor in macroevolution.
Chapter
Morphometrics is defined as the application of multivariate statistical procedures to the study of variation in morphological characteristics of organisms. As originally implemented, the analyses are based on standard measures (‘distances’) spanning critical sites. A more recent introduction is concerned with quantifying outlines of organisms, the data then being a suite of arbitrary coordinate-pairs around the circumference of the object, obtained by some automatically operating digitization procedure (e.g. the Zahn–Rosskies method). Geometric morphometrics is the latest class to appear. It relies on diagnostically located ‘landmarks’ that form the basis for superimposition of coordinate systems, visualizations by deformation grids. The first and third of these categories can, without particular difficulty, be allied with environmental indicators by appropriate techniques.
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Ten morphometric descriptors (five pairs of form and shape parameters) are used to describe the complex morphology of the first lower molar of two morphologically similar species, Microtus arvalis and M. agrestis. These descriptors are derived either from linear measurements or from outline analysis. The effects of these different descriptors on classical analysis as used in biology or palaeobiology are explored. First, the reliability of results in statistical classification is assessed. All of the descriptors discriminate well between the two species. The initial morphometric scheme (linear or outline) does not induce marked differences in statistical classification and the major discrepancies are between standardized and non-standardized versions of descriptors, and between amplitude- and coefficient-based or linear-based descriptors. Subsequently, the similarity of morphospaces based on partial least squares analysis and of intraspecific variance (estimated from the morphospace analysis) are observed. This is done within a morphospace-disparity framework and procedures used here for testing are directed at this research area. Similarities between morphospaces are relatively high. In this case, the initial morphometric scheme is a major factor inducing dissimilarity. However, the patterns of intraspecific dispersion inferred from morphospaces are roughly similar. Major differences in results correspond to the two classes of form or shape descriptors. Similarity of intraspecific variance is obtained when standardized descriptors are used (except for amplitude-based descriptors); conversely, dissimilarity is obtained when non-standardized descriptors are used. In many cases, the results of the various analyses are robust despite changes in descriptor. Moreover, the developmental pathway of vole teeth can frequently explain major dissimilarity or even similarity. © 2004 The Linnean Society of London, Biological Journal of the Linnean Society, 2004, 83, 243–260.
Article
Abstract: The distribution of organic forms is clumpy at any scale from populations to the highest taxonomic categories, and whether considered within clades or within ecosystems. The fossil record provides little support for expectations that the morphological gaps between species or groups of species have increased through time as it might if the gaps were created by extinction of a more homogeneous distribution of morphologies. As the quantitative assessments of morphology have replaced counts of higher taxa as a metric of morphological disparity, numerous studies have demonstrated the rapid construction of morphospace early in evolutionary radiations, and have emphasized the difference between taxonomic measures of morphological diversity and quantitative assessments of disparity. Other studies have evaluated changing patterns of disparity across mass extinctions, ecomorphological patterns and the patterns of convergence within ecological communities, while the development of theoretical morphology has greatly aided efforts to understand why some forms do not occur. A parallel, and until recently, largely separate research effort in evolutionary developmental biology has established that the developmental toolkit underlying the remarkable breadth of metazoan form is largely identical among Bilateria, and many components are shared among all metazoa. Underlying this concern with disparity is a question about temporal variation in the production of morphological innovations, a debate over the relative significance of the generation of new morphologies vs. differential probabilities of their successful introduction, and the relative importance of constraint, convergence and contingency in the evolution of form.
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In contrast with speciation in terrestrial organisms, marine plankton frequently display gradual morphological change without lineage division (e.g., phyletic gradualism or gradual evolution), which has raised the possibility that a different mode of evolution dominates within pelagic environments. Here, we reexamine a classic case of putative gradual evolution within the Globorotalia plesiotumida-G. tumida lineage of planktonic foraminifera, and find both compelling evidence for the existence of a third cryptic species during the speciation event and the abrupt evolution of the descendant G. tumida. The third morphotype, not recognized in previous analyses, differs in shape and coiling direction from its ancestor, G. plesiotumida. This species dominates the globorotaliid population for 414,000 years just before the appearance of G. tumida. The first population of the descendant, G. tumida, evolves abruptly within a 44,000-year interval. A combination of morphological data and biostratigraphic evidence suggests that G. tumida evolved by cladogenesis. Our findings provide an unexpected twist on one of the best-documented cases of within-lineage phyletic gradualism and, in doing so, revisit the limitations and promise of the study of speciation in the fossil record.
Article
Symphyseal contours in a sample of living and fossil apes were assessed by application of the line skeleton, a form of median axis transformation. While the line skeleton offers novel opportunities for the analysis of shape, this study reaffirms previous observations that the shape of the symphysis is highly variable within great ape species, such that symphyseal morphology is not useful as a taxonomic marker. There is also little indication that symphyseal shape differs significantly between the sexes. The perception of what constitutes a salient superior or inferior transverse torus among living apes appears to be dependent on the expression of the genioglossal fossa.
Article
Morphologists and systematists have long suspected that dietary consistency can affect skull and dental form in mammals. We examined plasticity of skull shape and tooth morphology in prairie deer mice (Peromyscus maniculatus bairdii) by feeding mice diets that differed in consistency but not nutritional quality. Shape differences were analyzed qualitatively and quantitatively, using both landmark-based morphometrics and traditional distance measurements. Mice fed a gruel made of laboratory chow soaked in water differed from those fed hard blocks of chow by a slight anterior shift in the incisor tips, a narrowed zygomatic plate, a reduction in size of the masseteric tubercles, an overall decrease in skull size in lateral view, and an increase in overall size in ventral view. Disparities between our results and previous studies may be due to the differences in behavior between the inbred, relatively inactive laboratory strains commonly used in experimental studies and the outbred, constantly active species used here. Also, in contrast to previous studies, the statistical analysis employed here took into account both family relationships of the animals and the large number of statistical comparisons performed. Failure to consider these factors would have resulted in an exaggerated estimate of the effects of diet on skull form and may taint other studies that have explored the same aspects of plasticity.
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Globigerinidae with multiple apertures found in Miocene samples from Oamaru and Clifden, Southland, are described in terms of the degree to with the nth chamber envelops earlier chambers, the height of the primary and one of the supplementary apertures, the number of chambers and apertures per specimen, and direction of chamber coiling. Measured characters show patterns of continuous variation within the class studied. This emphasises the arbitrary character of the “central types” used by Blow to describe the morphological changes in the lineage leading to Orbulina and suggests that simple statistical measures may better express these trends.
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Ecophenotypic variation in the ornament of living Mutilus pumilus from Australia may be related to seasonal temperature differences along the southern coasts. Standard methods of statistical analysis identify geographical differences in the morphology of the data, but are inadequate for analysing the complex patterns of shape variability in the species. Geometric morphometric methods localised the more important changes in shape in both the outline of the shell and in the configuration of the ornament.
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A preliminary report is presented documenting the evolution of the Globorotalia crassaformis (Galloway and Wissler) lineage from the Early Pliocene G. cibaoensis (Bermudez) in Hydraulic Piston Core 72/516 on the Rio Grande Rise (western South Atlantic). A new technique, eigenshape analysis, is used to describe the gross changes in morphology, and the use of “Raupian” analysis of expansion rates, angular displacement, position relative to coiling axis, and translation rates of chambers is suggested as a useful vehicle for inferring the geometric causes of observed evolutionary changes. These changes include size increase, decrease in the number of chambers per whorl, inflation, reduction of relative height of aperture, and increase in the peripheral angle. The sequence is judged to be an example of phyletic gradualism.
Article
Punctuated equilibrium and phyletic gradualism are alternative hypotheses that purport to explain the tempo and mode of evolution. We evaluate the two hypotheses, as they apply to the fossil record, on both theoretical and empirical grounds. Hidden randomness in data increases as a function of greater aggregation, and the hypothesis of punctuated equilibrium should not be applied to those examples where randomness is likely to occur. False stasis can result from a sustained pattern of emigration and immigration, and geographic variation must be studied in order to posit an unambiguous case of punctuated equilibrium. We describe a statistical method based on the general linear model for testing the relative fit of the alternative hypotheses to any set of temporally ordered metric data. Our method is hierarchical in the sense that subsets of the total explained variance can themselves be explained. The size of the first molar of the primate Pelycodus and of the condylarth Hyopsodus are analyzed. There are 17 tests in the two data sets, and we discover 12 instances of gradualism, four of punctuation and one of equilibrium.
Chapter
There is great power in Sewall Wright’s metaphor of the adaptive landscape, the representation of fitness as a function of position in an abstract genotypic or phenotypic parameter space. When this conception is combined with a uniform prior model for the provenance of biological variation, then the density of samples near a point of phenotypic space becomes indicative of the fitness of the organism typical of that point. In this way, an empirical distribution of organisms or species over a morphometric parameter space becomes a description of relative fitness. [See, for instance, Raup (1967) or Bookstein et al. (1985, Section 5.4).] Peaks of relative frequency are taken to connote evolutionary successes, and gaps stand for phenotypes that either have been blocked from occurring or else, once extant, were eliminated by selection.
Article
Before one can study evolutionary rates one must reject the null model of symmetric random walk, for which the requisite quantity does not exist. As random walks reliably simulate all the features we find so compelling in the fossil record, rejection of this irritating hypothesis is much more difficult than one might hope. This paper reviews principal theorems from the mathematical literature of random walk and shows how they may be applied to empirical data by scaling net changes according to the square root of elapsed time. The notorious pair of 'opposite' findings, equilibrium and anagenesis, may be construed as deviations from random walk in opposite directions. Malmgren's data on Globorotalia tumida, previously interpreted as an example of punctuated anagenesis, are consistent with a random walk showing neither punctuation nor anagenesis, but instead varying in speed over four subsequences. -from Author
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Morphologic analysis of 281 species of ammonoids from Great Britain, the North American mid-continent, and the South Urals, at eight successive levels within the Namurian Series (ca. 18 Myr duration) using bivariate plots and principal-components analysis, permits definition of morphologic diversity and identification of morphotypic patterns in time and space. Namurian ammonoids exhibit the same general range of shell geometry that characterizes ammonoids as a whole; there were few post-Namurian innovations in the basic geometry of planispiral ammonoids. Within this overall range of geometry, there are eight preferred morphotypes: two were phylogenetically monopolized by long-ranging forms; three were generalized and reoccur in successive horizons; two others were homeomorphically utilized at different times by different lineages; and one represents morphologic innovation followed by radiation. Such patterns seem to represent combined effects of function, phylogeny, and ecology. Synchronous variations in isolated successions suggest global controls such as eustatic sea-level fluctuations, whereas provincial differences in diversity may be attributable to paleogeographic and ecologic factors. We predict that the Namurian record of ammonoid morphologic diversity and change will be found to be distinctive and differentiable from earlier and later intervals. -Authors
Chapter
An index is given for all available genus-group and family-group names which are applicable to the Globigerinacea; the literary sources, the nature, source and depositories of the type specimens, and selected references to significant emendations, are given. The type-species of each genus-group name is illustrated, where possible with direct reference to type specimens. The taxa of the genus-group are reclassified in a discriminatory key, in which objective synonymy is noted and some subjective synonymy is suggested, and, from which, further subjective assessments are possible. The probable phylogenetic history of the Globigerinacea is shown graphically and is discussed with especial reference to the iterative evolution of gross homeomorphs in closely or more distantly related family groups.
Article
Multivariate Morphometrics is concerned with the application of the theory and practice of multivariate statistical analysis to two or more morphological characters considered simultaneously. This chapter focuses on recent developments in multivariate morphometrics and the special analysis of particular problems of great interpretative significance. Multivariate morphometrics is mostly a straightforward application of standard methods of multivariate statistical analysis with particular emphasis on applications of canonical variate analysis and principal component analysis. In some cases of special biological pertinence, existing theory has been found inadequate and specific adaptations of the standard techniques are in the course of being developed that treat such situations. The particular claim to existence of multivariate morphometrics lies with the interpretation of the biological significance of the statistical computations and the analysis of problems normally beyond the ken of most statisticians. Thus, the successful explanation of a multivariate-morphometric analysis may require intimate knowledge of modern evolutionary theory, taxonomy, functional morphology and various aspects of ecology.
Article
Detailed planktonic foraminiferal zonations have been established for the Neogene (Latest Oligocene through present) in six DSDP sites in the South Pacific ranging from equatorial to subantarctic latitudes (48°S). Two basic zonal schemes are readily recognized: tropical and temperate. The tropical zonation is best developed in DSDP Site 289 and the temperate zonation in Sites 206, 207A and 284. Tropical and temperate zonations can be linked by a warm subtropical scheme in Site 208, because this sequence includes a mixture of tropical and temperate elements. A site located close to the Subantarctic Convergence (Site 281) contains a zonation largely of temperate character, but the present of cooler elements and some differences in biostratigraphic ranges have required a slightly different biostratigraphic scheme.
Article
Multivariate analyses have been applied to the late Neogene planktonic foraminiferal lineage Globoconella in an attempt to: (1) objectively subdivide this evolutionary continuum into segments (chronospecies); and (2) differentiate each chronospecies using reproducible quantitative criteria. A principal component analysis was employed to extract chronological variation from five time series of different morphometric variables. A cluster analysis of the principal component scores was then used to reveal possible groupings. This was followed by a stepwise discriminant analysis to evaluate the grouping and to determine the most useful and parsimonious variables for taxonomic differentiation. With this sequence of analyses, the Globoconella lineage can be differentiated into six chronospecies with a correct classification percentage of 100%. Quantitative criteria for taxonomic differentiation of the following six chronospecies are proposed: Globorotalia (Globoconella) conoidea, G. (G.) conomiozea conomiozea, G. (G.) conomiozea terminalis ssp. nov., G. (G.) sphericomiozea, G. (G.) puncticulata and G. (G.) inflata.
Article
Globigerinidae with two or more apertures found in lower to middle Miocene samples from Oamaru and Clifden (New Zealand) are described in terms of rate of expansion of chambers, relation between observed and theoretical diameters for the penultimate chamber, and angle of attachment of the final chamber. In the samples examined the experimental class includes forms usually assigned to Globigerinoides trilobus (Reuss), G. bisphericus Todd, G. glomerosus Blow, Orbulina suturalis Bronnimann, and O. universa d'Orbigny.
Article
Planktonic foraminifers from DSDP Site 586 on Leg 89 and Sites 587-594 on Leg 90, from the equator to subantarctic waters of the southwest Pacific, are recorded. Five zonal schemes were used because of latitudinal changes in faunal assemblages and these are discussed; intersite correlation was established by selected datum species. The appearances and extinctions of most datum species were regarded as isochronous but a few were demonstrably diachronous at their paleogeographic limits, such as the appearances of G. truncatulinoides at Site 594 and G. inflata at 587. The presence of Jenkinsina samwelli in the late Oligocene at Site 593 is further support for the hypothesis that the Circum-Antarctic Current began about 30 Ma ago. At the same time, a major unconformity was formed and is widespread in the Tasman Sea area; sedimentation did not resume at Site 592 until the early Miocene. Selected taxonomic problems are discussed and 39 species illustrated. -from Authors
Article
A new geometry based on the primitive notions of a point and a growth is explored. Growth from a boundary generates a description of an object that is centered on the space it includes. Growth from this centered or core description generates the boundary by an inverse growth. This leads to new properties and descriptions which are particularly suitable for many biological objects. Some implications for mathematics and biology are discussed. Part II explores the use of this description to the understanding of the visual process. Some implications for a revised view of nervous system structure and function are discussed.
Article
This paper, the second in a series of three, introduces Partial Least Squares (PLS) methods for assessing the effects of moderate levels of prenatal alcohol exposure on performance and behavior in young school-age children. Studies of human behavioral teratology pose statistical problems for which standard multiple regression methods are inadequate. Prenatal alcohol exposure, the teratogenic “dose,” can be assessed only indirectly through a variety of measures of alcohol consumption. Similarly, the behavioral outcomes we examine—IQ, achievement, classroom behavior, and vigilance—are each measured indirectly in terms of multiple items or indicators. We find that a single latent variable, estimated as a linear combination of the measures of alcohol consumption, provides an appropriate measure of “dose” for summarizing the relationships between alcohol exposure and each of the four blocks of outcome variables. A pattern of alcohol consumption emphasizing binge behavior (i.e., reporting average consumption of multiple drinks per drinking occasion, or at least five drinks on any single occasion) in the period prior to recognition of pregnancy is significantly correlated with latent variables computed from each of the four outcome blocks: IQ, academic achievement, classroom behavior and attention/vigilance.
Article
Biometric studies of the forms of organisms usually consider size and shape variations in the geometric configuration of landmarks, points that correspond biologically from form to form. The size variables may be usefully considered the linear vector space spanned by the set of all distances between pairs of landmarks. The shape of a single triangle $\Delta ABC$ of landmarks may be reduced to a single pair of shape coordinates locating the vertex $C$ in the coordinate system with landmark $A$ sent to (0,0) and landmark $B$ to (1,0). A useful space of shape variables is the span of all such shape coordinate pairs for various triples of landmarks. On a convenient null model of identical circular normal perturbations at each landmark independently, one size variable $S$, which may be taken as the mean square of all the interlandmark distances, has covariance zero with every shape variable. Then associations between shape and size may be tested by the $F$ ratio for multiple regression of $S$ on any basis for shape space. For a single triangle of landmarks, the existence of any mean difference or mean change in shape may be tested by Hotelling's $T^2$ applied to any pair of shape coordinates for that triangle. When such a difference is statistically significant, it may be interpreted as the ratio of a pair of size variables measured along directions at an angle averaging $90^\circ$ in the samples of forms. One size variable will bear the greatest mean rate or ratio of change between the forms, the other the least. Analysis of configurations of more than three landmarks reduces to consideration of size variables involving at most three landmarks. These techniques are demonstrated in a study of the growth of the head in 62 normal Ann Arbor youth. Each comparison of interest is summarized in its own orthogonal coordinate system, the biorthogonal grid pair.
Article
Thesis (M.S.)--University of California, Los Angeles, 1981. Typescript (photocopy). Includes bibliographical references (leaves 79-80).
A classification and introduction to the Globigerinacea
  • Banner
BANNER, F. T. 1982. A classification and introduction to the Globigerinacea, pp. 142-239. In F. T. Banner and A. R. Lord (eds.), Aspects of Micropaleontology. Allen and Unwin, London, U.K.
The geometric meaning of soft modeling, with some generalizations
  • Bookstein
Random walk and the biometrics of morphological characters Morphometric Tools for Landmark Data: Geometry and Biology
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Development ofthe methods ofanalysis by shape coordinates was partially underwritten by USPHS Grant GM-37251. LITERATURE QTED
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to J. A. Kitchell and N. MacLeod. Development ofthe methods ofanalysis by shape coordinates was partially underwritten by USPHS Grant GM-37251. LITERATURE QTED
Random walk and the biometrics of morphological characters
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Erlbaum, Hillsdale, NJ. ---. 1986b. Size and shape spaces for landmark data in two dimensions. Stat. Sci. 1:181-242. ---. 1987. Random walk and the existence of evolutionary rates. Paleobiology 13:446-464. ---. 1988. Random walk and the biometrics of morphological characters. Evol. BioI. 23:369-398. ---. 1990. Morphometric Tools for Landmark Data: Geometry and Biology. Cambridge Univ. Press, N.Y. In press.
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MAYR, E. 1963. Animal Species and Evolution. Belknap, Cambridge, MA.