Delayed trait development and the convergent evolution of shell kinesis in turtles

Turtle Shell Kinesis Underscores Constraints and Opportunities in the Evolution of the Vertebrate Musculoskeletal System

Species groups that feature traits with a low number of potentially variable (evolvable) character states are more likely to repeatedly evolve similar phenotypes, that is, convergence. To evaluate this phenomenon, this present paper addresses anatomical alterations in turtles that convergently evolved shell kinesis, for example, the movement of shell bones to better shield the head and extremities. Kinesis constitutes a major departure from the evolutionarily conserved shell of modern turtles, yet it has arisen independently at least 8 times. The hallmark signature of kinesis is the presence of shell bone articulations or "hinges," which arise via similar skeletal remodeling processes in species that do not share a recent common ancestor. Still, the internal biomechanical components that power kinesis may differ in such distantly related species. Complex diarthrodial joints and modified muscle connections expand the functional boundaries of the limb girdles and neck in a lineage-specific manner. Some lineages even exhibit mobility of thoracic and sacral vertebrae to facilitate shell closure. Depending on historical contingency and structural correlation, a myriad of anatomical alterations has yielded similar functional outcomes, that is, many-to-one mapping, during the convergent evolution of shell kinesis. The various iterations of this intricate phenotype illustrate the potential for the vertebrate musculoskeletal system to undergo evolutionary change, even when constraints are imposed by the development and structural complexity of a shelled body plan. Based on observations in turtles and comparisons to other vertebrates, a hypothetical framework that implicates functional interactions in the origination of novel musculoskeletal traits is presented.

Skeletal repatterning enhances the protective capacity of the shell in African hinge-back tortoises (Kinixys)

Changes in the structural association of skeletal traits are crucial to the evolution of novel forms and functions. In vertebrates, such rearrangements often occur gradually and may precede or coincide with the functional activation of skeletal traits. To illustrate this process, we examined the ontogeny of African hinge-back tortoises (Kinixys spp.). Kinixys species feature a moveable "hinge" on the dorsal shell (carapace) that enables shell closure (kinesis) when the hind limbs are withdrawn. This hinge, however, is absent in juveniles. Herein, we describe how this unusual phenotype arises via alterations in the tissue configuration and shape of the carapace. The ontogenetic repatterning of osseous and keratinous tissue coincided with shifts in morphological integration and the establishment of anterior (static) and posterior (kinetic) carapacial modules. Based on ex vivo skeletal movement and raw anatomy, we propose that Kinixys employs a "sliding hinge" shell-closing system that overcomes thoracic rigidity and enhances the protective capacity of the carapace. Universal properties of the vertebrate skeleton, such as plasticity, modularity, and secondary maturation processes, contributed to adaptive evolutionary change in Kinixys. We discuss a hypothetical model to explain the delayed emergence of skeletal traits and its relevance to the origins of novel form-to-function relationships.

Life history consequences of miniaturization in turtles: evidence from the subfamily Kinosterninae (Testudines: Kinosternidae)

A miniaturized species is one that has endured ecological, physiological or life history costs due to small size and has implemented discrete strategies to compensate for those costs. We studied the impact of small size on the reproductive biology of the miniaturized turtle, Sternotherus minor (Kinosternidae: Kinosterninae), by exploring two alternative hypotheses that explain within-clutch trade-offs: the Optimal Egg Size Theory (OEST) and the Morphological Constraint Hypothesis (MCH). Female S. minor in this study showed a combination of reproductive parameters that support both the MCH and the OEST. Small individuals follow the MCH and larger individuals follow the OEST, fitting the previously proposed ‘threshold size-constrained’ model of egg size to female size. The large proportion of suboptimally-sized eggs (31.1%) produced in our study population is evidence that a novel strategy that compensates for very small size exists in this kinosternine turtle. Early reproduction in our study population, as well as a mobile plastron made up of a reduced number of bones and scutes in all members of this subfamily, is strong evidence of paedomorphosis, a frequent consequence of miniaturization. Re-examination of reproduction in other kinosternines will further test how this life history strategy facilitated miniaturization in testudines.

Reduction, reorganization and stasis in the evolution of turtle shell elements

Novel phenotypic configurations can profoundly alter the evolutionary trajectories of species. Although innovation can precede lengthy periods of evolutionary stasis, the potential for species to diversify further can be realized via modular changes across distinct levels of hierarchical organization. To test this expectation, we undertook anatomical network analyses to model the organization and composition of the turtle’s shell. Our results suggest that stem turtles featured the greatest diversity in the number of skeletal (bones) and epidermal (scutes) shell elements. The shell subsequently underwent numerical simplification. Thus, the sum of potential connections (links) in shell networks has diminished in modern turtles. Some network system descriptors of complexity, integration and modularity covaried with the number of network components (nodes), which has remained evolutionarily stable since the Jurassic. We also demonstrated that shell reorganization might be feasible within modular subdivisions, particularly in modern turtles with simplified and less integrated network structures. We discuss how these findings align with previous studies on numerical simplification with enhanced skeletal specialization in the tetrapod skull. Altogether, our analyses expose the evolvability of the turtle’s shell and bolster the foundation for further macroevolutionary comparisons of ancient and modern species.

Disentangling the correlated evolution of body size, life history, and ontogeny in miniaturized chelydroid turtles

Organismal miniaturization is defined by a reduction in body size relative to a large ancestor. In vertebrate animals, miniaturization is achieved by suppressing the energetics of growth. However, this might interfere with reproductive strategies in egg-laying species with limited energy budgets for embryo growth and differentiation. In general, the extent to which miniaturization coincides with alterations in animal development remains obscure. To address the interplay among body size, life history, and ontogeny, miniaturization in chelydroid turtles was examined. The analyses corroborated that miniaturization in the Chelydroidea clade is underlain by a dampening of the ancestral growth trajectory. There were no associated shifts in the early sequence of developmental transformations, though the relative duration of organogenesis was shortened in miniaturized embryos. The size of eggs, hatchlings, and adults was positively correlated within Chelydroidea. A phylogenetically broader exploration revealed an alternative miniaturization mode wherein exceptionally large hatchlings grow minimally and thus attain diminutive adult sizes. Lastly, it is shown that miniaturized Chelydroidea turtles undergo accelerated ossification coupled with a ~10% reduction in shell bones. As in other vertebrates, the effects of miniaturization were not systemic, possibly owing to opposing functional demands and tissue geometric constraints. This underscores the integrated and hierarchical nature of developmental systems.

Redescription of the skull of the Australian flatback sea turtle, Natator depressus, provides new morphological evidence for phylogenetic relationships among sea turtles (Chelonioidea)

Chelonioidea (sea turtles) are a group where available morphological evidence for crown-group relationships are incongruent with those established using molecular data. However, morphological surveys of crown-group taxa tend to focus on a recurring subset of the extant species. The Australian flatback sea turtle, Natator depressus, is often excluded from comparisons and it is the most poorly known of the seven extant species of Chelonioidea. Previous descriptions of its skull morphology are limited and conflict. Here we describe three skulls of adult N. depressus and re-examine the phylogenetic relationships according to morphological character data. Using X-ray micro Computed Tomography we describe internal structures of the braincase and identify new phylogenetically informative characters not previously reported. Phylogenetic analysis using a Bayesian approach strongly supports a sister-group relationship between Chelonia mydas and N. depressus, a topology that was not supported by previous analyses of morphological data but one that matches the topology supported by analysis of molecular data. Our results highlight the general need to sample the morphological anatomy of crown-group taxa more thoroughly before concluding that morphological and molecular evidence are incongruous.

Phylogenetic patterns and ontogenetic origins of limb length variation in ecologically diverse lacertine lizards

Limb length is intrinsically linked to function and, ultimately, fitness. Thus, it can co-evolve with habitat structure, as exemplified by tropical lizards in highly heterogeneous environments. But does lizard limb length respond in a similar manner during adaptive diversification in temperate zones? Here, we examine variation in habitat preference and limb length in lacertine lizards from the Palaearctic. We tested the following three hypotheses: (1) species of the Lacertini tribe descended from a generalist ancestor and subsequently underwent habitat specialization; (2) specialized ecological roles are associated with relative limb length in extant species; and (3) interspecific differences in limb length emerge in embryonic development. Our comparisons supported an ancestral ‘rocky’ or ‘generalist’ habitat preference, and phenotype–habitat associations were particularly supported when examining size-adjusted forelimb length in 69 species that represented all known Lacertini genera. Moreover, we revealed an elevated interlimb ratio in high-vegetation species, which might be linked to climbing performance in species with relatively longer forelimbs. Furthermore, embryonic limb variation was detected solely against an Eremiadini outgroup species. Instead, hind limb length differences within Lacertini originated in post-hatching ontogeny. The mechanisms that modulate limb growth are likely to be limited in Lacertini, because adaptive morphological change might mirror historical contingency and the ecological context wherein this clade diversified.

Transcriptomic similarities and differences between the limb bud AER and unique carapacial ridge of turtle embryos

Evolutionary innovation may arise via major departures from an ancestral condition. Turtle shell morphogenesis depends on a unique structure known as the carapacial ridge (CR). This lateral tissue protrusion in turtle embryos exhibits similar properties as the apical ectodermal ridge (AER)-a well-known molecular signaling center involved in limb development. Still, how the CR influences shell morphogenesis is not entirely clear. The present study aimed to describe the CR transcriptome shortly before ribs were halted within its mesenchyme, as required for shell development. Analyses exposed that the mesenchymal marker VIM was one of the most highly co-expressed genes and numerous appendage formation genes were situated within the core of CR and AER co-expression networks. However, there were tissue-specific differences in the activity of these genes. For instance, WNT5A was most frequently assigned to appendage-related annotations of the CR network core, but not in the AER. Several homeobox transcription factors known to regulate limb bud patterning exhibited their highest expression levels in the AER, but were underexpressed in the CR. The results of this study corroborate that novel body plans often originate via alterations of pre-existing genetic networks. Altogether, this exploratory study enhances the groundwork for future experiments on the molecular underpinnings of turtle shell development and evolution.

The postembryonic transformation of the shell in emydine box turtles

A key trend in the 210-million-year-old history of modern turtles was the evolution of shell kinesis, that is, shell movement during neck and limb retraction. Kinesis is hypothesized to enhance predator defense in small terrestrial and semiaquatic turtles and has evolved multiple times since the early Cretaceous. This complex phenotype is nonfunctional and far from fully differentiated following embryogenesis. Instead, kinesis develops slowly in juveniles, providing a unique opportunity to illustrate the postembryonic origins of an adaptive trait. To this end, we examined ventral shell (plastral) kinesis in emydine box turtles and found that hatchling plastron shape differs from that of akinetic-shelled relatives, particularly where the hinge that enables kinesis differentiates. We also demonstrated shape changes relative to plastron size in juveniles, coinciding with a shift in the carapace-plastron structural connection, rearrangement of ectodermal plates, and bone repatterning. Furthermore, because the shell grows larger relative to the head, complete concealment of the head and extremities is only achieved after relative shell proportions increase. Structural alterations that facilitate the box turtle's transformation are probably prepatterned in embryos but require function-induced changes to differentiate in juveniles. This mode of delayed trait differentiation is essential to phenotypic diversification in turtles and perhaps other tetrapods.