Comparative ontogeny of functional aspects of human cervical vertebrae

OBJECTIVES

Differences between adult humans and great apes in cervical vertebral morphology are well documented, but the ontogeny of this variation is still largely unexplored. This study examines patterns of growth in functionally relevant features of C1, C2, C4, and C6 in extant humans and apes to understand the development of their disparate morphologies.

MATERIALS AND METHODS

Linear and angular measurements were taken from 530 cervical vertebrae representing 146 individual humans, chimpanzees, gorillas, and orangutans. Specimens were divided into three age-categories based on dental eruption: juvenile, adolescent, and adult. Inter- and intraspecific comparisons were evaluated using resampling methods.

RESULTS

Of the eighteen variables examined here, seven distinguish humans from apes at the adult stage. Human-ape differences in features related to atlantoaxial joint function tend to be established by the juvenile stage, whereas differences in features related to the nuchal musculature and movement of the subaxial elements do not fully emerge until adolescence or later. The orientation of the odontoid process-often cited as a feature that distinguishes humans from apes-is similar in adult humans and adult chimpanzees, but the developmental patterns are distinct, with human adultlike morphology being achieved much earlier.

DISCUSSION

The biomechanical consequences of the variation observed here is poorly understood. Whether the differences in growth patterns represent functional links to cranial development or postural changes, or both, requires additional investigation. Determining when humanlike ontogenetic patterns evolved in hominins may provide insight into the functional basis driving the morphological divergence between extant humans and apes.

Covariation between the cranium and the cervical vertebrae in hominids

The analysis of patterns of integration is crucial for the reconstruction and understanding of how morphological changes occur in a taxonomic group throughout evolution. These patterns are relatively constant; however, both patterns and the magnitudes of integration may vary across species. These differences may indicate morphological diversification, in some cases related to functional adaptations to the biomechanics of organisms. In this study, we analyze patterns of integration between two functional and developmental structures, the cranium and the cervical spine in hominids, and we quantify the amount of divergence of each anatomical element through phylogeny. We applied these methods to three-dimensional data from 168 adult hominid individuals, summing a total of more than 1000 cervical vertebrae. We found the atlas (C1) and axis (C2) display the lowest covariation with the cranium in hominids (Homo sapiens, Pan troglodytes, Pan paniscus, Gorilla gorilla, Gorilla beringei, Pongo pygmaeus). H. sapiens show a relatively different pattern of craniocervical correlation compared with chimpanzees and gorillas, especially in variables implicated in maintaining the balance of the head. Finally, the atlas and axis show lower magnitude of shape change during evolution than the rest of the cervical vertebrae, especially those located in the middle of the subaxial cervical spine. Overall, results suggest that differences in the pattern of craniocervical correlation between humans and gorillas and chimpanzees could reflect the postural differences between these groups. Also, the stronger craniocervical integration and larger magnitude of shape change during evolution shown by the middle cervical vertebrae suggests that they have been selected to play an active role in maintaining head balance.

Inter- and intraspecific variation in the Artibeus species complex demonstrates size and shape partitioning among species

Neotropical leaf-nosed bats (family Phyllostomidae) are one of the most diverse mammalian families and Artibeus spp. is one of the most speciose phyllostomid genera. In spite of their species diversity, previous work on Artibeus crania using linear morphometrics has uncovered limited interspecific variation. This dearth of shape variation suggests that differences in cranial morphology are not contributing to niche partitioning across species, many of which are often found in sympatry. Using two-dimensional geometric morphometric methods on crania from eleven species from the Artibeus species complex, the current study demonstrates substantial cranial interspecific variation, sexual size and shape dimorphism, and intraspecific geographic variation. The majority of species were shown to have a unique size and shape, which suggests that each species may be taking advantage of slightly different ecological resources. Further, both sexual size and shape dimorphism were significant in the Artibeus species complex. Male and female Artibeus are known to have sex specific foraging strategies, with males eating near their roosts and females feeding further from their roosts. The presence of cranial sexual dimorphism in the Artibeus species complex, combined with previous work showing that different fruit size and hardness is correlated with different cranial shapes in phyllostomids, indicates that the males and females may be utilizing different food resources, leading to divergent cranial morphotypes. Additional field studies will be required to confirm this emergent hypothesis. Finally, significant geographical shape variation was found in a large intraspecific sample of Artibeus lituratus crania. However, this variation was not correlated with latitude and instead may be linked to local environmental factors. Additional work on ecology and behavior in the Artibeus species complex underlying the morphological variation uncovered in this study will allow for a better understanding of how the group has reached its present diversity.

Examination of magnitudes of integration in the catarrhine vertebral column

The evolution of novel vertebral morphologies observed in humans and other extant hominoids may be related to changes in the magnitudes and/or patterns of covariation among traits. To examine this, we tested magnitudes of integration in the vertebral column of cercopithecoids and hominoids, including humans. Three-dimensional surface scans of 14 vertebral elements from 30 Cercopithecus, 32 Chlorocebus, 39 Macaca, 45 Hylobates, 31 Pan, and 86 Homo specimens were used. A resampling method was used to generate distributions of integration coefficient of variation scores for vertebral elements individually using interlandmark distances. Interspecific comparisons of mean integration coefficient of variation were conducted using Mann-Whitney U tests with Bonferroni adjustment. The results showed that hominoids generally had lower mean integration coefficient of variation than cercopithecoids. In addition, humans showed lower mean integration coefficient of variation than other hominoids in their last thoracic and lumbar vertebrae. Cercopithecoids and Hylobates showed relatively lower mean integration coefficient of variation in cervical vertebrae than in thoracolumbar vertebrae. Pan and Homo showed relatively lower mean integration coefficient of variation in the last thoracic and lumbar vertebrae in the thoracolumbar region, except for the L1 of Pan. The results suggest fewer integration-mediated constraints on the evolution of vertebral morphology in hominoids when compared with cercopithecoids. The weaker magnitudes of integration in lumbar vertebrae in humans when compared with chimpanzees likewise suggest fewer constraints on the evolution of novel lumbar vertebrae morphology in humans.

Convergent Evolution of Locomotory Modes in Euarchontoglires

The research of phenotypic convergence is of increasing importance in adaptive evolution. Locomotory modes play important roles in the adaptive evolution of species in the Euarchontoglires, however, the investigation of convergent evolution of the locomotory modes across diverse Euarchontoglire orders is incomplete. We collected measurements of three phalangeal indices of manual digit III, including metacarpal of digit III (MC3), manus proximal phalanx of digit III (MPP3), and manus intermediate phalanx of digit III (MIP3), from 203 individuals of 122 Euarchontoglires species representing arboreal (orders Scandentia, Rodentia, and Primates), terrestrial (orders Scandentia and Rodentia), and gliding (orders Dermoptera and Rodentia) locomotory modes. This data can be separated into seven groups defined by order and locomotory mode. Based on combination of the three phalangeal indices, the Principle component analyses (PCA), phylomorphospace plot, and C-metrics analyses clustered the arboreal species of Scandentia, Rodentia, and Primates together and the terrestrial species of Scandentia and Rodentia together, showing the convergent signal in evolution of the arboreal (C1 = 0.424, P < 0.05) and terrestrial (C1 = 0.560, P < 0.05) locomotory modes in Euarchontoglires. Although the gliding species from Dermoptera and Rodentia did not cluster together, they also showed the convergent signal (C1 = 0.563, P < 0.05). Our work provides insight into the convergent evolution of locomotory modes in Euarchontoglires, and reveals that these three indices contribute valuable information to identify convergent evolution in Euarchontoglires.

The atlas of StW 573 and the late emergence of human-like head mobility and brain metabolism

Functional morphology of the atlas reflects multiple aspects of an organism’s biology. More specifically, its shape indicates patterns of head mobility, while the size of its vascular foramina reflects blood flow to the brain. Anatomy and function of the early hominin atlas, and thus, its evolutionary history, are poorly documented because of a paucity of fossilized material. Meticulous excavation, cleaning and high-resolution micro-CT scanning of the StW 573 (‘Little Foot’) skull has revealed the most complete early hominin atlas yet found, having been cemented by breccia in its displaced and flipped over position on the cranial base anterolateral to the foramen magnum. Description and landmark-free morphometric analyses of the StW 573 atlas, along with other less complete hominin atlases from Sterkfontein (StW 679) and Hadar (AL 333-83), confirm the presence of an arboreal component in the positional repertoire of Australopithecus. Finally, assessment of the cross-sectional areas of the transverse foramina of the atlas and the left carotid canal in StW 573 further suggests there may have been lower metabolic costs for cerebral tissues in this hominin than have been attributed to extant humans and may support the idea that blood perfusion of these tissues increased over the course of hominin evolution.

The evolutionary diversity of locomotor innovation in rodents is not linked to proximal limb morphology

Rodents are the most species-rich order within Mammalia and have evolved disparate morphologies to accommodate numerous locomotor niches, providing an excellent opportunity to understand how locomotor innovation can drive speciation. To evaluate the connection between the evolutionary success of rodents and the diversity of rodent locomotor ecologies, we used a large dataset of proximal limb CT scans from across Myomorpha and Geomyoidea to examine internal and external limb shape. Only fossorial rodents displayed a major reworking of their proximal limbs in either internal or external morphology, with other locomotor modes plotting within a generalist morphospace. Fossorial rodents were also the only locomotor mode to consistently show increased rates of humerus/femur morphological evolution. We propose that these rodent clades were successful at spreading into ecological niches due to high behavioral plasticity and small body sizes, allowing them to modify their locomotor mode without requiring major changes to their proximal limb morphology.