Concepts and methods in ecomorphology

Reconstructive evolutionary morphology: Tracing the historical process of modifications of complex systems driven by natural selection through changing ecological conditions

There is general consensus among evolutionary biologists that natural selection drives phenotypic modifications within populations over generational time. How to reconstruct this historical process, however, has been discussed mostly in theoretical terms, and recommendations and explanations on how to translate such theoretical insights into practice are needed. The present study aims at providing a theory-supported practical guide on how to reconstruct historical evolutionary processes by applying a morphology-centered approach through a series of interdependent steps of descriptive morphology, functional analysis, ecological observation, integration of paleoecological data, and evolutionary synthesis. Special attention is given to the development of tests regarding the accuracy, closeness to reality, and plausibility of the hypotheses at every level of the reconstructive process. This morphology-centered approach had its beginnings in the wake of the evolutionary synthesis and is part of the scientifically necessary process of reciprocal testing of hypotheses generated by different methods and data for the reconstruction of evolutionary history.

Occipital-synarcual joint mobility in ratfishes (Chimaeridae) and its possible adaptive role

The neurocranial elevation generated by axial muscles is widespread among aquatic gnathostomes. The mechanism has two functions: first, it contributes to the orientation of the mouth gape, and second, it is involved in suction feeding. To provide such mobility, anatomical specialization of the anterior part of the vertebral column has evolved in many fish species. In modern chimaeras, the anterior part of the vertebral column develops into the synarcual. Possible biological roles of the occipital-synarcual joint have not been discussed before. Dissections of the head of two species of ratfishes (Chimaera monstrosa and Chimaera phantasma) confirmed the heterocoely of the articulation surface between the synarcual and the neurocranium, indicating the possibility of movements in the sagittal and frontal planes. Muscles capable of controlling the movements of the neurocranium were described. The m. epaxialis is capable of elevating the head, the m. coracomandibularis is capable of lowering it if the mandible is anchored by the adductor. Lateral flexion is performed by the m. lateroventralis, for which this function was proposed for the first time. The first description of the m. epaxialis profundus is given, its function is to be elucidated in the future. Manipulations with joint preparations revealed a pronounced amplitude of movement in the sagittal and frontal planes. Since chimaeras generate weak decrease in pressure in the oropharyngeal cavity when sucking in prey, we hypothesised the primary effect of neurocranial elevation, in addition to the evident lateral head mobility, is accurate prey targeting.

Ontogenetic shifts in body form in the bull shark Carcharhinus leucas

Recent studies have uncovered mosaic patterns of allometric and isometric growth underlying ontogenetic shifts in the body form of elasmobranch species (shark and rays). It is thought that shifts in trophic and spatial ecology through ontogeny drive these morphological changes; however, additional hypotheses relating to developmental constraints have also been posed. The bull shark (Carcharhinus leucas) is a large-bodied coastal shark that exhibits strong ontogenetic shifts in trophic and spatial ecology. In this study, we utilise a large data set covering a large number of morphological structures to reveal ontogenetic shifts in the body form of C. leucas, stratifying analyses by sex and size classes to provide fine-scale, more ecomorphologically relevant results. Our results indicate shifts in functional demands across the body through ontogeny, driven by selective pressures relating to trophic and spatial ecology driving the evolution of allometry. We also find significant differences in scaling trends between life stages, and between the sexes, highlighting the importance of utilising large, diverse datasets that can be stratified in this way to improve our understanding of elasmobranch morphological evolution. Ultimately, we discuss the implications of these results for existing ecomorphological hypotheses regarding the evolution of specific morphological structures, and pose novel hypotheses where relevant.

Ontogenetic morphometry of the brown smoothhound shark Mustelus henlei with implications for ecology and evolution

The central tenet of ecomorphology links ecological and morphological variation through the process of selection. Traditionally used to rationalise morphological differences between taxa, an ecomorphological approach is increasingly being utilised to study morphological differences expressed through ontogeny. Elasmobranchii (sharks, rays and skates) is one clade in which such ontogenetic shifts in body form have been reported. Such studies are limited to a relatively small proportion of total elasmobranch ecological and morphological diversity, and questions remain regarding the extent to which ecological selection are driving observed morphometric trends. In this study, we report ontogenetic growth trajectories obtained via traditional linear morphometrics from a large data set of the brown smoothhound shark (Mustelus henlei). We consider various morphological structures including the caudal, dorsal and pectoral fins, as well as several girth measurements. We use an ecomorphological approach to infer the broad ecological characteristics of this population and refine understanding of the selective forces underlying the evolution of specific morphological structures. We suggest that observed scaling trends in M. henlei are inconsistent with migratory behaviour, but do not contradict a putative trophic niche shift. We also highlight the role of predation pressure and sex-based ecological differences in driving observed trends in morphometry, a factor which has previously been neglected when considering the evolution of body form in sharks.

Deep ecomorphological and genetic divergence in Steller's Jays (Cyanocitta stelleri, Aves: Corvidae)

The relationship between ecology and morphology is a cornerstone of evolutionary biology, and quantifying variation across environments can shed light on processes that give rise to biodiversity. Three morphotypes of the Steller's Jay (Cyanocitta stelleri) occupy different ecoregions in western North America, which vary in climate and landcover. These morphotypes (Coastal, Interior, Rocky Mountain) differ in size, plumage coloration, and head pattern. We sampled 1080 Steller's Jays from 68 populations (plus 11 outgroups) to address three main questions using data on morphology, plumage, genetics (mtDNA, microsatellites), and ecological niches: (1) How do phenotypic and genetic traits vary within and among populations, morphotypes, and ecoregions? (2) How do population-level differences in Steller's Jays compare with other sister species pairs of North American birds? (3) What can we infer about the population history of Steller's Jays in relation to past climates, paleoecology, and niche evolution? We found substantial morphological, genetic, and ecological differentiation among morphotypes. The greatest genetic divergence separated Coastal and Interior morphotypes from the Rocky Mountain morphotype, which was associated with warmer, drier, and more open habitats. Microsatellites revealed additional structure between Coastal and Interior groups. The deep mtDNA split between Coastal/Interior and Rocky Mountain lineages of Steller's Jay (ND2 ~ 7.8%) is older than most North American avian sister species and dates to approximately 4.3 mya. Interior and Rocky Mountain morphotypes contact across a narrow zone with steep clines in traits and reduced gene flow. The distribution of the three morphotypes coincides with divergent varieties of ponderosa pine and Douglas fir. Species distribution models support multiple glacial refugia for Steller's Jays. Our integrative dataset combined with extensive geographic sampling provides compelling evidence for recognizing at least two species of Steller's Jay.

3D Visualization Processes for Recreating and Studying Organismal Form

The study of biological form is a vital goal of evolutionary biology and functional morphology. We review an emerging set of methods that allow scientists to create and study accurate 3D models of living organisms and animate those models for biomechanical and fluid dynamic analyses. The methods for creating such models include 3D photogrammetry, laser and CT scanning, and 3D software. New multi-camera devices can be used to create accurate 3D models of living animals in the wild and captivity. New websites and virtual reality/augmented reality devices now enable the visualization and sharing of these data. We provide examples of these approaches for animals ranging from large whales to lizards and show applications for several areas: Natural history collections; body condition/scaling, bioinspired robotics, computational fluids dynamics (CFD), machine learning, and education. We provide two datasets to demonstrate the efficacy of CFD and machine learning approaches and conclude with a prospectus.

AVONET: morphological, ecological and geographical data for all birds

Functional traits offer a rich quantitative framework for developing and testing theories in evolutionary biology, ecology and ecosystem science. However, the potential of functional traits to drive theoretical advances and refine models of global change can only be fully realised when species-level information is complete. Here we present the AVONET dataset containing comprehensive functional trait data for all birds, including six ecological variables, 11 continuous morphological traits, and information on range size and location. Raw morphological measurements are presented from 90,020 individuals of 11,009 extant bird species sampled from 181 countries. These data are also summarised as species averages in three taxonomic formats, allowing integration with a global phylogeny, geographical range maps, IUCN Red List data and the eBird citizen science database. The AVONET dataset provides the most detailed picture of continuous trait variation for any major radiation of organisms, offering a global template for testing hypotheses and exploring the evolutionary origins, structure and functioning of biodiversity.

Variation, mosaicism and degeneracy in the hominin foot

The fossil record is scarce and incomplete by nature. Animals and ecological processes devour soft tissue and important bony details over time and, when the dust settles, we are faced with a patchy record full of variation. Fossil taxa are usually defined by craniodental characteristics, so unless postcranial bones are found associated with a skull, assignment to taxon is unstable. Naming a locomotor category based on fossil bone morphology by analogy to living hominoids is not uncommon, and when no single locomotor label fits, postcrania are often described as exhibiting a 'mosaic' of traits. Here, we contend that the unavoidable variation that characterises the fossil record can be described far more rigorously based on extensive work in human neurobiology and neuroanatomy, movement sciences and motor control and biomechanics research. In neurobiology, degeneracy is a natural mechanism of adaptation allowing system elements that are structurally different to perform the same function. This concept differs from redundancy as understood in engineering, where the same function is performed by identical elements. Assuming degeneracy, structurally different elements are able to produce different outputs in a range of environmental contexts, favouring ecological robusticity by enabling adaptations. Furthermore, as degeneracy extends to genome level, genetic variation is sustained, so that genes which might benefit an organism in a different environment remain part of the genome, favouring species' evolvability.

Exploring the Ecomorphology of Two Cretaceous Enantiornithines With Unique Pedal Morphology

Recently, ∼100 Ma amber from Myanmar has become an important source of information regarding the morphology of Late Cretaceous enantiornithines. Two specimens consisting of partial hindlimbs exhibit unusual morphologies when compared to both extant avian taxa and other Cretaceous enantiornithines. Pedal morphology is extremely ecologically informative in Aves as it represents the interface between body and substrate. These seemingly bizarre pedal morphologies represent adaptations that allowed these birds to utilize certain niches present in their paleoenvironment. Specific ecological niches apply the same general pressures to different species over time, and in doing so, through natural selection, produce morphologies that function much the same, although they may be anatomically dissimilar. As such, extant animals can provide useful information pertaining to the functional morphology of extinct animals, even in the absence of direct analogs, as in the case of these two Hukawng enantiornithines. Comparisons to extant taxa in the same predicted niches of these enantiornithines can be used to either support or contradict previous hypotheses regarding the in vivo function of these unique pedal morphologies. Elektorornis chenguangi exhibits a hypertrophied third pedal digit, originally interpreted as an appendage used for probing. We support this interpretation, which allows informed speculation as to the cranial anatomy of this taxon since extant animals that probe in woody substrates consistently pair elongate probing structures with a second robust structure that functions as a means to penetrate into this hard substrate. This suggests that the rostrum of Elektorornis would have been robust and most likely edentulous. The second specimen YLSNHM01001 exhibits an unusually mediolaterally robust fourth pedal digit, nearly double the width of digit II. Given that no such morphology is present in any other bird in the Mesozoic or Cenozoic we feel the unusual morphology justifies erection of a new taxon, Fortipesavis prehendens gen. et sp. nov. Although distinct, the morphology in F. prehendens resembles the syndactyl condition in some extant avian groups, and we hypothesize the robust digit similarly functioned to increase the surface area of the foot, facilitating grip on perches through increased friction. The necessity for increased grip and the lateral placement of this digit may suggest F. prehendens utilized mobile perches similar to extant kingfishers.

Ontogenetic shape trajectory of Trichomycterus areolatus varies in response to water velocity environment

Body and head shape among fishes both vary between environments influenced by water velocity and across ontogeny. Although the shape changes associated with variation in average water velocity and ontogeny are well documented, few studies have tested for the interaction between these two variables (i.e., does ontogenetic shape variation differ between velocity environments). We use geometric morphometrics to characterize shape differences in Trichomycterus areolatus, a freshwater catfish found in high and low-velocity environments in Chile. We identify a significant interaction between velocity environment and body size (i.e., ontogeny). Ontogenetic patterns of shape change are consistent with other studies, but velocity environment differentially affects the ontogenetic trajectory of shape development in T. areolatus. Shape change over ontogeny appears more constrained in high-velocity environments compared to low-velocity environments.

Applied Functional Biology: Linking Ecological Morphology to Conservation and Management

Many researchers work at the interface of organisms and environment. Too often, the insights that organismal, or functional, biologists can bring to the understanding of natural history, ecology, and conservation of species are overlooked. Likewise, natural resource managers are frequently focused on the management of populations and communities, while ignoring key functional traits that might explain variation in abundance and shifts in species composition at these ecological levels. Our intention for this symposium is two-fold: (1) to bring to light current and future research in functional and ecological morphology applicable to concerns and goals of wildlife management and conservation and (2) to show how such studies can result in measurable benchmarks useful to regulatory agencies. Symposium topics reveal past, present, and future collaborations between functional morphologists/biomechanists and conservation/wildlife biologists. During the SICB 2020 Annual Meeting, symposium participants demonstrated how data gathered to address fundamental questions regarding the causes and consequences of organismal form and function can also help address issues of conservation and wildlife management. Here we review how these, and other, studies of functional morphology, biomechanics, ecological development morphology and performance can inform wildlife conservation and management, principally by identifying candidate functional traits that have clear fitness consequences and population level implications.

Multiplicity of Research Programs in the Biological Systematics: A Case for Scientific Pluralism

Biological diversity (BD) explored by biological systematics is a complex yet organized natural phenomenon and can be partitioned into several aspects, defined naturally with reference to various causal factors structuring biota. These BD aspects are studied by particular research programs based on specific taxonomic theories (TTs). They provide, in total, a framework for comprehending the structure of biological systematics and its multi-aspect relations to other fields of biology. General principles of individualizing BD aspects and construing TTs as quasi-axiomatics are briefly considered. It is stressed that each TT is characterized by a specific combination of interrelated ontological and epistemological premises most adequate to the BD aspect a TT deals with. The following contemporary research programs in systematics are recognized and characterized in brief: phenetic, rational (with several subprograms), numerical, typological (with several subprograms), biosystematic, biomorphic, phylogenetic (with several subprograms), and evo-devo. From a scientific pluralism perspective, all of these research programs, if related to naturally defined particular BD aspects, are of the same biological and scientific significance. They elaborate “locally” natural classifications that can be united by a generalized faceted classification.

Does sediment composition sort kinorhynch communities? An ecomorphological approach through geometric morphometrics

Ecomorphology studies the relationship between organisms' morphology and environment features. To better understand whether the shape of the body and the appendages involved in the movement is correlated to sediment composition in meiofaunal organisms, we study the evolved morphological adaptations to environment in selected taxa of the phylum Kinorhyncha: the allomalorhagid families Dracoderidae and Pycnophyidae, and the cyclorhagid genus Echinoderes. The selected taxa include the most diverse groups of Kinorhyncha worldwide, representing the 75.5% of the total phylum diversity. Widened, plump bodies and lateral terminal spines may be adaptive for species living in coarse, more heterogeneous sediments, as they could maintain a more powerful musculature to actively displace the sediment grains applying a greater force. Conversely, slender, vermiform bodies and lateral terminal spines would represent an adaptation of species inhabiting fine, more homogeneous sediments where there would not be much need to exert a high force to displace the sediment particles, and a more vermiform shape would even favour the burrowing of the animal through the smaller interstices. The studied kinorhynch taxa would also be adapted to the higher velocity of the sea-water and the intense erosion and transportation of heterogeneous sediments by possessing more robust bodies, avoiding getting laid off substratum under these conditions. These findings provide evolutionary evidence that body shape in the studied kinorhynch groups is adapted to environment.

Macroevolutionary convergence connects morphological form to ecological function in birds

Animals have diversified into a bewildering variety of morphological forms exploiting a complex configuration of trophic niches. Their morphological diversity is widely used as an index of ecosystem function, but the extent to which animal traits predict trophic niches and associated ecological processes is unclear. Here we use the measurements of nine key morphological traits for >99% bird species to show that avian trophic diversity is described by a trait space with four dimensions. The position of species within this space maps with 70-85% accuracy onto major niche axes, including trophic level, dietary resource type and finer-scale variation in foraging behaviour. Phylogenetic analyses reveal that these form-function associations reflect convergence towards predictable trait combinations, indicating that morphological variation is organized into a limited set of dimensions by evolutionary adaptation. Our results establish the minimum dimensionality required for avian functional traits to predict subtle variation in trophic niches and provide a global framework for exploring the origin, function and conservation of bird diversity.

Evolution of the Gekkotan Adhesive System: Does Digit Anatomy Point to One or More Origins?

Recently-developed, molecularly-based phylogenies of geckos have provided the basis for reassessing the number of times adhesive toe-pads have arisen within the Gekkota. At present both a single origin and multiple origin hypotheses prevail, each of which has consequences that relate to explanations about digit form and evolutionary transitions underlying the enormous variation in adhesive toe pad structure among extant, limbed geckos (pygopods lack pertinent features). These competing hypotheses result from mapping the distribution of toe pads onto a phylogenetic framework employing the simple binary expedient of whether such toe pads are present or absent. It is evident, however, that adhesive toe pads are functional complexes that consist of a suite of integrated structural components that interact to bring about adhesive contact with the substratum and release from it. We evaluated the competing hypotheses about toe pad origins using 34 features associated with digit structure (drawn from the overall form of the digits; the presence and form of adhesive scansors; the proportions and structure of the phalanges; aspects of digital muscular and tendon morphology; presence and form of paraphalangeal elements; and the presence and form of substrate compliance-enhancing structures). We mapped these onto a well-supported phylogeny to reconstruct their evolution. Nineteen of these characters proved to be informative for all extant, limbed geckos, allowing us to assess which of them exhibit co-occurrence and/or clade-specificity. We found the absence of adhesive toe pads to be the ancestral state for the extant Gekkota as a whole, and our data to be consistent with independent origins of adhesive toe pads in the Diplodactylidae, Sphaerodactylidae, Phyllodactylidae, and Gekkonidae, with a strong likelihood of multiple origins in the latter three families. These findings are consistent with recently-published evidence of the presence of adhesively-competent digits in geckos generally regarded as lacking toe pads. Based upon morphology we identify other taxa at various locations within the gekkotan tree that are promising candidates for the expression of the early phases of adhesively-assisted locomotion. Investigation of functionally transitional forms will be valuable for enhancing our understanding of what is necessary and sufficient for the transition to adhesively-assisted locomotion, and for those whose objectives are to develop simulacra of the gekkotan adhesive system for biotechnological applications.

Ecomorphological relationships of fish assemblages in a trans-Andean drainage, Upper Magdalena River Basin, Colombia

ABSTRACT Ecomorphological patterns of the fish community were evaluated in the trans-Andean Alvarado River drainage, Colombia. A total of 29 species using 25 ecomorphological indices were analyzed to test how well the ecomorphological patterns are related to the fish assemblage. Although a significant correlation was found (Mantel test) between morphological attributes and trophic guilds, habitat use and distribution across the altitudinal gradient, only the last two were significantly independent of the phylogenetic relationships (partial Mantel test). Regarding the ecomorphological space, two main trends were defined. First, benthic periphytivores and invertivores were characterized by having dorsal or dorsolateral eyes, labial appendages, depressed bodies and well-developed pectoral, ventral and caudal fins, which provide them the ability to stabilize over the substrate and make rapid movements. Second, nektonic detritivore-invertivores and insectivores were found to have laterally compressed bodies, lateral eyes and larger eyes and anal fins. These species use vision during predation, are good continuous swimmers and possess higher maneuverability and stability. These results show that the fish assemblages in the Alvarado River drainage are structured ecomorphologically mainly by habitat and the altitudinal gradient. Therefore, this is evidence of the importance of habitat structure to maintain the functionality of the ecosystem.

Contextualising primate origins--an ecomorphological framework

Ecomorphology - the characterisation of the adaptive relationship between an organism's morphology and its ecological role - has long been central to theories of the origin and early evolution of the primate order. This is exemplified by two of the most influential theories of primate origins: Matt Cartmill's Visual Predation Hypothesis, and Bob Sussman's Angiosperm Co-Evolution Hypothesis. However, the study of primate origins is constrained by the absence of data directly documenting the events under investigation, and has to rely instead on a fragmentary fossil record and the methodological assumptions inherent in phylogenetic comparative analyses of extant species. These constraints introduce particular challenges for inferring the ecomorphology of primate origins, as morphology and environmental context must first be inferred before the relationship between the two can be considered. Fossils can be integrated in comparative analyses and observations of extant model species and laboratory experiments of form-function relationships are critical for the functional interpretation of the morphology of extinct species. Recent developments have led to important advancements, including phylogenetic comparative methods based on more realistic models of evolution, and improved methods for the inference of clade divergence times, as well as an improved fossil record. This contribution will review current perspectives on the origin and early evolution of primates, paying particular attention to their phylogenetic (including cladistic relationships and character evolution) and environmental (including chronology, geography, and physical environments) contextualisation, before attempting an up-to-date ecomorphological synthesis of primate origins.

Applications of self-organizing maps for ecomorphological investigations through early ontogeny of fish

We propose a new graphical approach to the analysis of multi-temporal morphological and ecological data concerning the life history of fish, which can typically serves models in ecomorphological investigations because they often undergo significant ontogenetic changes. These changes can be very complex and difficult to describe, so that visualization, abstraction and interpretation of the underlying relationships are often impeded. Therefore, classic ecomorphological analyses of covariation between morphology and ecology, performed by means of multivariate techniques, may result in non-exhaustive models. The Self Organizing map (SOM) is a new, effective approach for pursuing this aim. In this paper, lateral outlines of larval stages of gilthead sea bream (Sparus aurata) and dusky grouper (Epinephelus marginatus) were recorded and broken down using by means of Elliptic Fourier Analysis (EFA). Gut contents of the same specimens were also collected and analyzed. Then, shape and trophic habits data were examined by SOM, which allows both a powerful visualization of shape changes and an easy comparison with trophic habit data, via their superimposition onto the trained SOM. Thus, the SOM provides a direct visual approach for matching morphological and ecological changes during fish ontogenesis. This method could be used as a tool to extract and investigate relationships between shape and other sinecological or environmental variables, which cannot be taken into account simultaneously using conventional statistical methods.

The hindlimb myology of Milvago chimango (Polyborinae, Falconidae)

We describe the hindlimb myology of Milvago chimango. This member of the Falconidae: Polyborinae is a generalist and opportunist that can jump and run down prey on the ground, unlike Falconinae that hunt birds in flight and kill them by striking with its talons. Due to differences in the locomotion habits between the subfamilies, we hypothesized differences in their hindlimb myology. Gross dissections showed that the myology of M. chimango is concordant with that described of other falconids, except for the following differences: the m. flexor cruris medialis has one belly with a longitudinal division; the m. iliotibialis lateralis does not have a connection with the m. iliofibularis; the m. fibularis longus is strongly aponeurotic; the m. tibialis cranialis lacks an accessory tendons and the m. flexor hallucis longus has one place of origin, instead of two. The presence of the m. flexor cruris lateralis can be distinguished as it has been described absent for the Falconidae. We associated its presence with the predominant terrestrial habit of the M. chimango. Each muscle dissected was weighed and the relationship between flexors and extensors at each joint was assessed. The extensor muscles predominated in all joints in M. chimango. Among the flexors, the m. flexor hallucis longus was the heaviest, which could be related to the importance of the use of its talons to obtain food.