Comparative analysis of osteoderms across the lizard body

Osteoderms (ODs) are mineralized tissue embedded within the skin and are particularly common in reptiles. They are generally thought to form a protective layer between the soft tissues of the animal and potential external threats, although other functions have been proposed. The aim of this study was to characterize OD variation across the lizard body. Adults of three lizard species were chosen for this study. After whole body CT scanning of each lizard, single ODs were extracted from 10 different anatomical regions, CT scanned, and characterized using sectioning and nanoindentation. Morphological analysis and material characterization revealed considerable diversity in OD structure across the species investigated. The scincid Tiliqua gigas was the only studied species in which ODs had a similar external morphology across the head and body. Greater osteoderm diversity was found in the gerrhosaurid Broadleysaurus major and the scincid Tribolonotus novaeguineae. Dense capping tissue, like that reported for Heloderma, was found in only one of the three species examined, B. major. Osteoderm structure can be surprisingly complex and variable, both among related taxa, and across the body of individual animals. This raises many questions about OD function but also about the genetic and developmental factors controlling OD shape.

Foraging mode constrains the evolution of cephalic horns in lizards and snakes

A phylogenetically diverse minority of snake and lizard species exhibit rostral and ocular appendages that substantially modify the shape of their heads. These cephalic horns have evolved multiple times in diverse squamate lineages, enabling comparative tests of hypotheses on the benefits and costs of these distinctive traits. Here, we demonstrate correlated evolution between the occurrence of horns and foraging mode. We argue that although horns may be beneficial for various functions (e.g. camouflage, defence) in animals that move infrequently, they make active foragers more conspicuous to prey and predators, and hence are maladaptive. We therefore expected horns to be more common in species that ambush prey (entailing low movement rates) rather than in actively searching (frequently moving) species. Consistent with that hypothesis, our phylogenetic comparative analysis of published data on 1939 species reveals that cephalic horns occur almost exclusively in sit-and-wait predators. This finding underlines how foraging mode constrains the morphology of squamates and provides a compelling starting point for similar studies in other animal groups.

The role of cranial osteoderms on the mechanics of the skull in scincid lizards

Osteoderms (ODs) are calcified organs formed directly within the skin of most major extant tetrapod lineages. Lizards possibly show the greatest diversity in ODs morphology and distribution. ODs are commonly hypothesized to function as a defensive armor. Here we tested the hypothesis that cranial osteoderms also contribute to the mechanics of the skull during biting. A series of in vivo experiments were carried out on three specimens of Tiliqua gigas. Animals were induced to bite a force plate while a single cranial OD was strain gauged. A finite element (FE) model of a related species, Tiliqua scincoides, was developed and used to estimate the level of strain across the same OD as instrumented in the in vivo experiments. FE results were compared to the in vivo data and the FE model was modified to test two hypothetical scenarios in which all ODs were (i) removed from, and (ii) fused to, the skull. In vivo data demonstrated that the ODs were carrying load during biting. The hypothetical FE models showed that when cranial ODs were fused to the skull, the overall strain across the skull arising from biting was reduced. Removing the ODs showed an opposite effect. In summary, our findings suggest that cranial ODs contribute to the mechanics of the skull, even when they are loosely attached.

The first description of dermal armour in snakes

Osteoderms, also called dermal armour, often play a role in predator defence. The presence of osteoderms is highly irregularly distributed across the squamate phylogeny and they have not been found in snakes. In this study, we searched for candidate snake species that would benefit from such armour to protect their body, focusing primarily on fossorial species with defensive tail displays. We examined the tail morphology of 27 snake species from different families using micro-computed tomography (µCT) and micro- radiography. We discovered dermal armour in four species of sand boas (Erycidae) that also feature enlarged and highly modified caudal vertebrae. This is the first description of dermal armour in snakes. Ancestral state reconstructions revealed that osteoderms likely evolved once or multiple times in Erycidae. We have not found osteoderms in any other examined snake species. Nevertheless, similar structures are known from unrelated squamate clades, such as gerrhosaurids and geckos. This supports the idea of underlying deep developmental homology. We propose the hypothesis that osteoderms protect sand boas like the "brigandine armour" of medieval warriors. We interpret it as another component of the sand boas' rich defence strategy.

Evolution of the rostral scale and mimicry in the genus Xenodon Boie, 1826 (Serpentes: Dipsadidae: Xenodontinae)

Snakes are a stimulating life form from an evolutionary perspective. Despite the basic morphological body shape (limbless, with a tubular body), these vertebrates are extremely diverse. The Neotropical region is one of the most diverse regions for snakes in the world, with >650 known species. Within this great diversity, the genus Xenodon includes 12 species with interesting adaptations to terrestrial and semi-fossorial habitats. Members of this genus are mostly diurnal and terrestrial, feed mainly on anurans and exhibit Batesian mimicry of venomous snakes of the genera Bothrops or Micrurus. Here, through phylogenetic analysis and ancestral state estimation, we explore the evolution of the rostral scale and mimicry within the genus Xenodon. Our results suggest that the ancestral lineage of Xenodon had a rounded rostral scale and exhibited Bothrops mimicry. The evolution of the rostral scale in Xenodon might be related to abiotic factors, as an adaptation for open and forested habitats, and mimicry is likely to be related to biotic factors, as a defensive strategy resembling those of venomous snakes.

Intraspecific competition: A missing link in dermal armour evolution?

Predation is widely regarded as an important selective force in the evolution and maintenance of dermal armour; yet, the basic premise that predation and armour are strongly linked to each other has proven to be difficult to assess. In this concept, I put forward the fighting-advantage hypothesis, the view that aggressive interactions with conspecifics, not predation, might have been a key selective pressure in the evolution of dermal armour. Considering intraspecific competition as a potential explanation could not only reveal previously overlooked aspects of the functional and evolutionary significance of dermal armour, but also advance the emerging field of biomimetics in which such knowledge forms the starting point of technological innovation.

The trade-off between color and size in lizards' conspicuous tails

A tail of conspicuous coloration is hypothesized to be an advantageous trait for many species of lizards. Predator attacks would be directed to a non-vital, and autotomizable, body part, increasing the chance of survival. However, as body size increases it also increases the signaling area that could attract predators from greater distances, increasing the overall chance of predation. Here, we test the hypothesis that there is a trade-off between tail color and size, affecting predation probabilities. We used plasticine replicas of lizards to study the predation patterns of small and large lizards with red and blue tails. In a natural environment, we exposed six hundred replicas to the attacks of free-ranging predators. Large red-tailed replicas were more attacked by birds. Mammals and unidentified predators showed no preference for any size or colors. The attacks were not primarily directed to conspicuous tails when compared to the bodies/heads of our replicas. Our study suggests that red color signals in large lizards could enhance their detection by visually oriented predators (i.e., birds). The efficacy of conspicuous tails as a decoy may rely on associated behavioral displays, which are hard to test with static replicas.

A review of the osteoderms of lizards (Reptilia: Squamata)

Osteoderms are mineralised structures consisting mainly of calcium phosphate and collagen. They form directly within the skin, with or without physical contact with the skeleton. Osteoderms, in some form, may be primitive for tetrapods as a whole, and are found in representatives of most major living lineages including turtles, crocodilians, lizards, armadillos, and some frogs, as well as extinct taxa ranging from early tetrapods to dinosaurs. However, their distribution in time and space raises questions about their evolution and homology in individual groups. Among lizards and their relatives, osteoderms may be completely absent; present only on the head or dorsum; or present all over the body in one of several arrangements, including non-overlapping mineralised clusters, a continuous covering of overlapping plates, or as spicular mineralisations that thicken with age. This diversity makes lizards an excellent focal group in which to study osteoderm structure, function, development and evolution. In the past, the focus of researchers was primarily on the histological structure and/or the gross anatomy of individual osteoderms in a limited sample of taxa. Those studies demonstrated that lizard osteoderms are sometimes two-layered structures, with a vitreous, avascular layer just below the epidermis and a deeper internal layer with abundant collagen within the deep dermis. However, there is considerable variation on this model, in terms of the arrangement of collagen fibres, presence of extra tissues, and/or a cancellous bone core bordered by cortices. Moreover, there is a lack of consensus on the contribution, if any, of osteoblasts in osteoderm development, despite research describing patterns of resorption and replacement that would suggest both osteoclast and osteoblast involvement. Key to this is information on development, but our understanding of the genetic and skeletogenic processes involved in osteoderm development and patterning remains minimal. The most common proposition for the presence of osteoderms is that they provide a protective armour. However, the large morphological and distributional diversity in lizard osteoderms raises the possibility that they may have other roles such as biomechanical reinforcement in response to ecological or functional constraints. If lizard osteoderms are primarily for defence, whether against predators or conspecifics, then this 'bony armour' might be predicted to have different structural and/or mechanical properties compared to other hard tissues (generally intended for support and locomotion). The cellular and biomineralisation mechanisms by which osteoderms are formed could also be different from those of other hard tissues, as reflected in their material composition and nanostructure. Material properties, especially the combination of malleability and resistance to impact, are of interest to the biomimetics and bioinspired material communities in the development of protective clothing and body armour. Currently, the literature on osteoderms is patchy and is distributed across a wide range of journals. Herein we present a synthesis of current knowledge on lizard osteoderm evolution and distribution, micro- and macrostructure, development, and function, with a view to stimulating further work.

Thin-skinned invaders: geographic variation in the structure of the skin among populations of cane toads (Rhinella marina)

The structure of the skin may evolve rapidly during a biological invasion, for two reasons. First, novel abiotic challenges such as hydric conditions may modify selection of traits (such as skin thickness) that determine rates of evaporative water loss. Second, invaders might benefit from enhanced rates of dispersal, with locomotion possibly facilitated by thinner (and hence more flexible) skin. We quantified thickness of layers of the skin in cane toads (Rhinella marina) from the native range (Brazil), a stepping-stone population (Hawaii), and the invaded range in Australia. Overall, the skin is thinner in cane toads in Australia than in the native range, consistent with selection on mobility. However, layers that regulate water exchange (epidermal stratum corneum and dermal ground substance layer) are thicker in Australia, retarding water loss in hot dry conditions. Within Australia, epidermal thickness increased as the toads colonized more arid regions, but then decreased in the arid Kimberley region. That curvilinearity might reflect spatial sorting, whereby mobile (thin-skinned) individuals dominate the invasion front; or the toads’ restriction to moist sites in this arid landscape may reduce the importance of water-conservation. Further work is needed to clarify the roles of adaptation versus phenotypic plasticity in generating the strong geographic variation in skin structure among populations of cane toads.

Convergent evolution of tail spines in squamate reptiles driven by microhabitat use

The repeated evolution of convergent or analogous traits is often used as evidence for adaptive evolution. Squamate reptiles show a high degree of convergence in a variety of morphological traits; however, the evolutionary mechanisms driving these patterns are not fully understood. Here, we investigate the evolution of tail spines, a trait that evolved multiple times in evolutionarily independent clades of lizards. Taking a comparative phylogenetic approach, we use 2877 squamate species to demonstrate that the evolution of spiny tails is correlated with microhabitat use, with species that live in rocky habitats significantly more likely to have evolved spiny tails. In the light of previous behavioural observations, our results suggest that spiny-tailed lizards have an advantage in rocky habitats through predation avoidance, where tail spines are used to prevent extraction from rocky crevices. In concordance with previous research on lizard body armour, our results suggest that the evolution of tail spines is coupled to both a rock-dwelling lifestyle and predator avoidance strategies, and highlight a complex interplay between different selective pressures on the evolution of defensive morphologies in reptiles.

On dangerous ground: the evolution of body armour in cordyline lizards

Animal body armour is often considered an adaptation that protects prey against predatory attacks, yet comparative studies that link the diversification of these allegedly protective coverings to differential predation risk or pressure are scarce. Here, we examine the evolution of body armour, including spines and osteoderms, in Cordylinae, a radiation of southern African lizards. Using phylogenetic comparative methods, we attempt to identify the ecological and environmental correlates of body armour that may hint at the selective pressures responsible for defensive trait diversification. Our results show that species inhabiting arid environments are more likely to possess elaborated body armour, specifically osteoderms. We did not find any effect of estimated predation pressure or risk on the degree of body armour. These findings suggest that body armour might not necessarily evolve in response to direct interactions with predators, but rather as a result of increased habitat-mediated predation risk. Furthermore, we discuss the possibility that osteoderms might have been shaped by factors unrelated to predation.

The evolution of tail weaponization in amniotes

Weaponry, for the purpose of intraspecific combat or predator defence, is one of the most widespread animal adaptations, yet the selective pressures and constraints governing its phenotypic diversity and skeletal regionalization are not well understood. Here, we investigate the evolution of tail weaponry in amniotes, a rare form of weaponry that nonetheless evolved independently among a broad spectrum of life including mammals, turtles and dinosaurs. Using phylogenetic comparative methods, we test for links between morphology, ecology and behaviour in extant amniotes known to use the tail as a weapon, and in extinct taxa bearing osseous tail armaments. We find robust ecological and morphological correlates of both tail lashing behaviour and bony tail weaponry, including large body size, body armour and herbivory, suggesting these life-history parameters factor into the evolution of antipredator behaviours and tail armaments. We suggest that the evolution of tail weaponry is rare because large, armoured herbivores are uncommon in extant terrestrial faunas, as they have been throughout evolutionary history.

Ecology shapes the evolutionary trade-off between predator avoidance and defence in coral reef butterflyfishes

Antipredator defensive traits are thought to trade-off evolutionarily with traits that facilitate predator avoidance. However, complexity and scale have precluded tests of this prediction in many groups, including fishes. Using a macroevolutionary approach, we test this prediction in butterflyfishes, an iconic group of coral reef inhabitants with diverse social behaviours, foraging strategies and antipredator adaptations. We find that several antipredator traits have evolved adaptively, dependent primarily on foraging strategy. We identify a previously unrecognised axis of diversity in butterflyfishes where species with robust morphological defences have riskier foraging strategies and lack sociality, while species with reduced morphological defences feed in familiar territories, have adaptations for quick escapes and benefit from the vigilance provided by sociality. Furthermore, we find evidence for the constrained evolution of fin spines among species that graze solely on corals, highlighting the importance of corals, as both prey and structural refuge, in shaping fish morphology.

The relationship between generation gland morphology and armour in Dragon Lizards (Smaug): a reassessment of ancestral states for the Cordylidae

To substantiate the claim of a relationship between generation gland morphology and degree of body armour in cordylid lizards, we studied the nine species in the genus Smaug. We predicted that well armoured species in this clade will have multi-layer generation glands, and lightly armoured species two-layer glands. Gland type was determined using standard histological techniques after sectioning a glandular patch of one adult male per species. A total of 133 specimens were examined for data on tail and occipital spine lengths (which were used as indicators of armour). We found that species with multi-layer generation glands (S. giganteus, S. breyeri, and S. vandami) have relatively long tail and occipital spines, while species with two-layer glands (S. mossambicus, S. regius, S. barbertonensis, S. warreni, and an undescribed species) have relatively short spines. Smaug depressus possesses both multi-layer and two-layer glands, and this variation was linked to regional variation in spine length. An ancestral state reconstruction for the Cordylidae showed that the two-layer state always results from the reduction of layers from a multi-layer precursor, and that reduction always culminates in two-layer glands and not in one-layer glands. This finding suggests that the one-layer state in the Ninurta-Chamaesaura-Pseudocordylus clade is most probably plesiomorphic, and therefore the ancestral state at the Cordylidae and Cordylinae nodes. Given the observed relationship between type of generation gland and body armour, this finding would suggest that the most recent common ancestor of the Cordylidae was lightly armoured.

Some Like It Hot: Camera Traps Unravel the Effects of Weather Conditions and Predator Presence on the Activity Levels of Two Lizards

It is generally assumed that favourable weather conditions determine the activity levels of lizards, because of their temperature-dependent behavioural performance. Inactivity, however, might have a selective advantage over activity, as it could increase survival by reducing exposure to predators. Consequently, the effects of weather conditions on the activity patterns of lizards should be strongly influenced by the presence of predators. Using remote camera traps, we test the hypothesis that predator presence and weather conditions interact to modulate daily activity levels in two sedentary cordylid lizards, Karusasaurus polyzonus and Ouroborus cataphractus. While both species are closely related and have a fully overlapping distribution, the former is a fast-moving lightly armoured lizard, whereas the latter is a slow-moving heavily armoured lizard. The significant interspecific difference in antipredator morphology and consequently differential vulnerability to aerial and terrestrial predators, allowed us to unravel the effects of predation risk and weather conditions on activity levels. Our results demonstrate that K. polyzonus is predominantly active during summer, when ambient temperatures are favourable enough to permit activity. In contrast, a peak in activity during spring was observed in O. cataphractus, with individuals being inactive during most of summer. While favourable weather conditions had a strong effect on the activity levels of K. polyzonus, no such relationship was present in O. cataphractus. Contrary to our hypothesis, the presence of terrestrial predators does not seem to affect daily activity levels or alter the influence of weather conditions on activity levels. We conclude that inactivity in O. cataphractus appears to be related to seasonal differences in vulnerability to predators, rather than the presence of predators, and highlight the importance of additional selective pressures, such as food abundance, in determining the species' activity levels.

Fifty years of chasing lizards: new insights advance optimal escape theory

Systematic reviews and meta-analyses often examine data from diverse taxa to identify general patterns of effect sizes. Meta-analyses that focus on identifying generalisations in a single taxon are also valuable because species in a taxon are more likely to share similar unique constraints. We conducted a comprehensive phylogenetic meta-analysis of flight initiation distance in lizards. Flight initiation distance (FID) is a common metric used to quantify risk-taking and has previously been shown to reflect adaptive decision-making. The past decade has seen an explosion of studies focused on quantifying FID in lizards, and, because lizards occur in a wide range of habitats, are ecologically diverse, and are typically smaller and differ physiologically from the better studied mammals and birds, they are worthy of detailed examination. We found that variables that reflect the costs or benefits of flight (being engaged in social interactions, having food available) as well as certain predator effects (predator size and approach speed) had large effects on FID in the directions predicted by optimal escape theory. Variables that were associated with morphology (with the exception of crypsis) and physiology had relatively small effects, whereas habitat selection factors typically had moderate to large effect sizes. Lizards, like other taxa, are very sensitive to the costs of flight.

Convergent evolution associated with habitat decouples phenotype from phylogeny in a clade of lizards

Convergent evolution can explain similarity in morphology between species, due to selection on a fitness-enhancing phenotype in response to local environmental conditions. As selective pressures on body morphology may be strong, these have confounded our understanding of the evolutionary relationships between species. Within the speciose African radiation of lacertid lizards (Eremiadini), some species occupy a narrow habitat range (e.g. open habitat, cluttered habitat, strictly rupicolous, or strictly psammophilic), which may exert strong selective pressures on lizard body morphology. Here we show that the overall body plan is unrelated to shared ancestry in the African radiation of Eremiadini, but is instead coupled to habitat use. Comprehensive Bayesian and likelihood phylogenies using multiple representatives from all genera (2 nuclear, 2 mitochondrial markers) show that morphologically convergent species thought to represent sister taxa within the same genus are distantly related evolutionary lineages (Ichnotropis squamulosa and Ichnotropis spp.; Australolacerta rupicola and A. australis). Hierarchical clustering and multivariate analysis of morphological characters suggest that body, and head, width and height (stockiness), all of which are ecologically relevant with respect to movement through habitat, are similar between the genetically distant species. Our data show that convergence in morphology, due to adaptation to similar environments, has confounded the assignment of species leading to misidentification of the taxonomic position of I. squamulosa and the Australolacerta species.

Convergence, adaptation, and constraint

Convergent evolution of similar phenotypic features in similar environmental contexts has long been taken as evidence of adaptation. Nonetheless, recent conceptual and empirical developments in many fields have led to a proliferation of ideas about the relationship between convergence and adaptation. Despite criticism from some systematically minded biologists, I reaffirm that convergence in taxa occupying similar selective environments often is the result of natural selection. However, convergent evolution of a trait in a particular environment can occur for reasons other than selection on that trait in that environment, and species can respond to similar selective pressures by evolving nonconvergent adaptations. For these reasons, studies of convergence should be coupled with other methods-such as direct measurements of selection or investigations of the functional correlates of trait evolution-to test hypotheses of adaptation. The independent acquisition of similar phenotypes by the same genetic or developmental pathway has been suggested as evidence of constraints on adaptation, a view widely repeated as genomic studies have documented phenotypic convergence resulting from change in the same genes, sometimes even by the same mutation. Contrary to some claims, convergence by changes in the same genes is not necessarily evidence of constraint, but rather suggests hypotheses that can test the relative roles of constraint and selection in directing phenotypic evolution.

A PHYLOGENETIC TEST FOR ADAPTIVE CONVERGENCE IN ROCK-DWELLING LIZARDS

Phenotypic similarity of species occupying similar habitats has long been taken as strong evidence of adaptation, but this approach implicitly assumes that similarity is evolutionarily derived. However, even derived similarities may not represent convergent adaptation if the similarities did not evolve as a result of the same selection pressures; an alternative possibility is that the similar features evolved for different reasons, but subsequently allowed the species to occupy the same habitat, in which case the convergent evolution of the same feature by species occupying similar habitats would be the result of exaptation. Many lizard lineages have evolved to occupy vertical rock surfaces, a habitat that places strong functional and ecological demands on lizards. We examined four clades in which species that use vertical rock surfaces exhibit long hindlimbs and flattened bodies. Morphological change on the phylogenetic branches leading to the rock-dwelling species in the four clades differed from change on other branches of the phylogeny; evolutionary transitions to rock-dwelling generally were associated with increases in limb length and decreases in head depth. Examination of particular characters revealed several different patterns of evolutionary change. Rock-dwelling lizards exhibited similarities in head depth as a result of both adaptation and exaptation. Moreover, even though rock-dwelling species generally had longer limbs than their close relatives, clade-level differences in limb length led to an overall lack of difference between rock- and non-rock-dwelling lizards. These results indicate that evolutionary change in the same direction in independent lineages does not necessarily produce convergence, and that the existence of similar advantageous structures among species independently occupying the same environment may not indicate adaptation.