Willi Hennig’s dichotomization of nature

Moving Past the Systematics Wars

It is time to escape the constraints of the Systematics Wars narrative and pursue new questions that are better positioned to establish the relevance of the field in this time period to broader issues in the history of biology and history of science. To date, the underlying assumptions of the Systematics Wars narrative have led historians to prioritize theory over practice and the conflicts of a few leading theorists over the less-polarized interactions of systematists at large. We show how shifting to a practice-oriented view of methodology, centered on the trajectory of mathematization in systematics, demonstrates problems with the common view that one camp (cladistics) straightforwardly "won" over the other (phenetics). In particular, we critique David Hull's historical account in Science as a Process by demonstrating exactly the sort of intermediate level of positive sharing between phenetic and cladistic theories that undermines their mutually exclusive individuality as conceptual systems over time. It is misleading, or at least inadequate, to treat them simply as holistically opposed theories that can only interact by competition to the death. Looking to the future, we suggest that the concept of workflow provides an important new perspective on the history of mathematization and computerization in biology after World War II.

Othenio Abel (1875-1946) and "the phylogeny of the parts"1

The reconstruction of the evolutionary history of animal phyla was an integral part of Othenio Abel's paleobiology (paleozoology). Abel took issue with those phylogeneticists who, following the lead of Haeckel, would draw up phylogenetic trees on the basis of transformation series of singular characters considered to be of particular importance. Abel highlighted Louis Dollo's principle of the chevauchement des spécialisations (crossing of specializations), which transformed phylogenetics from a search for ancestor-descendant sequences to research into relative degrees of relationships. This replacement resolved the conflict, much discussed at the time, between the continuity of ancestor-descendant lineages and the discontinuity inherent in the natural (phylogenetic) system. Walter Zimmermann refined Abel's methodology, which he called character-phylogenetics (Merkmalsphylogenie), an approach that was eventually adopted by Willi Hennig.

A method for measuring support for synapomorphy using character state distributions on phylogenetic trees

Synapomorphies are fundamental to phylogenetic systematics as they offer empirical evidence of monophyletic groups. However, no method exists to directly measure synapomorphy. Here, we propose a method that quantifies synapomorphy using the pattern of character state distribution over a cladogram separately for each character and for each clade. We define a fully synapomorphic character state as one shared by all of a clade's terminal taxa and at the same time completely absent from all terminal taxa outside that clade. The extent to which this condition is met corresponds to the support for the character state being synapomorphic or, in short, support for synapomorphy. It is calculated as the probability of randomly selecting, by multi-stage sampling following the topology of the tree, two terminals from inside a clade sharing the same character state and one terminal from outside the clade bearing a different character state. The method is independent of tree inference and free of transformational assumptions, and so can be applied to any tree and used for any type of discrete character. By measuring synapomorphy, the method offers a potential tool for determining diagnostic character states for taxa on different hierarchical levels, for evaluating alternative systems of character coding, and for evaluating clade support. We show how the method differs from ancestral character state reconstruction methods and goodness-of-fit indices. We demonstrate the behaviour of our method with several hypothetical scenarios and its potential use with two real-life examples.