chapter 2: phylogenetic systematics. the objective of systematics: infer phylogenetic relationships...

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Chapter 2: Phylogenetic Systematics

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Page 1: Chapter 2: Phylogenetic Systematics. The objective of systematics: infer phylogenetic relationships E.g., what is Cynomorium (“Maltese mushroom”) related

Chapter 2:Phylogenetic Systematics

Page 2: Chapter 2: Phylogenetic Systematics. The objective of systematics: infer phylogenetic relationships E.g., what is Cynomorium (“Maltese mushroom”) related

The objective of systematics: infer phylogenetic relationships

E.g., what is Cynomorium (“Maltese mushroom”) related to?

Page 3: Chapter 2: Phylogenetic Systematics. The objective of systematics: infer phylogenetic relationships E.g., what is Cynomorium (“Maltese mushroom”) related

Balanophoraceae?

Page 4: Chapter 2: Phylogenetic Systematics. The objective of systematics: infer phylogenetic relationships E.g., what is Cynomorium (“Maltese mushroom”) related

Cladogram: representation of

evolutionary history

Page 5: Chapter 2: Phylogenetic Systematics. The objective of systematics: infer phylogenetic relationships E.g., what is Cynomorium (“Maltese mushroom”) related

What is phylogeny?

Evolutionary history or pattern of descent

What is phylogenetic systematics (cladistics)?

Branch of systematics concerned with inferring phylogeny

Lines on cladogram?

Lineage = sequence of ancestral-descendent populations through time; represent descent

Page 6: Chapter 2: Phylogenetic Systematics. The objective of systematics: infer phylogenetic relationships E.g., what is Cynomorium (“Maltese mushroom”) related

Descent

The origin of new life from pre-existing life by transfer of DNA from parent to offspring generation after generation.

Time

Page 7: Chapter 2: Phylogenetic Systematics. The objective of systematics: infer phylogenetic relationships E.g., what is Cynomorium (“Maltese mushroom”) related

Descent results in a

lineage (clade)!

• Lineage or clade= a sequence of ancestors (parents) and descendants (offspring)

• Involves transfer of DNA through space and time

Page 8: Chapter 2: Phylogenetic Systematics. The objective of systematics: infer phylogenetic relationships E.g., what is Cynomorium (“Maltese mushroom”) related
Page 9: Chapter 2: Phylogenetic Systematics. The objective of systematics: infer phylogenetic relationships E.g., what is Cynomorium (“Maltese mushroom”) related

Split, from one lineage into two?

Divergence, which may lead to speciation

Pre-existing feature?

Plesiomorphy (ancestral feature)

New feature?

Apomorphy (derived feature)

Page 10: Chapter 2: Phylogenetic Systematics. The objective of systematics: infer phylogenetic relationships E.g., what is Cynomorium (“Maltese mushroom”) related
Page 11: Chapter 2: Phylogenetic Systematics. The objective of systematics: infer phylogenetic relationships E.g., what is Cynomorium (“Maltese mushroom”) related

Autapomorphy?

Apomorphy for a single lineage

Synapomorphy?

Apomorphy for two or more lineages

Page 12: Chapter 2: Phylogenetic Systematics. The objective of systematics: infer phylogenetic relationships E.g., what is Cynomorium (“Maltese mushroom”) related
Page 13: Chapter 2: Phylogenetic Systematics. The objective of systematics: infer phylogenetic relationships E.g., what is Cynomorium (“Maltese mushroom”) related

Topology?

Structure of branching diagram; how branches are connected together

Group as a whole? Individual taxa?

Ingroup O.T.U.’s (Operational Taxonomic Units)

Page 14: Chapter 2: Phylogenetic Systematics. The objective of systematics: infer phylogenetic relationships E.g., what is Cynomorium (“Maltese mushroom”) related

What is homology?

Similarity due to common ancestry

Intra-individual homology?

Similarity by common ancestry of features within an individual, e.g., carpels and leaves (common ancestry by genes)

Page 15: Chapter 2: Phylogenetic Systematics. The objective of systematics: infer phylogenetic relationships E.g., what is Cynomorium (“Maltese mushroom”) related

What is homoplasy?

Similarity not by common ancestry.

Types?

Convergence - independent evolution of a similar feature in 2 or more lineages.

Reversal - loss of a derived feature with re-establishment of ancestral feature.

Page 16: Chapter 2: Phylogenetic Systematics. The objective of systematics: infer phylogenetic relationships E.g., what is Cynomorium (“Maltese mushroom”) related

Convergence - Stem succulence and “spines” in Cactaceae and Euphorbia spp.

Page 17: Chapter 2: Phylogenetic Systematics. The objective of systematics: infer phylogenetic relationships E.g., what is Cynomorium (“Maltese mushroom”) related

Reversal - Loss of perianth in Lemna, Wolffia.

Page 18: Chapter 2: Phylogenetic Systematics. The objective of systematics: infer phylogenetic relationships E.g., what is Cynomorium (“Maltese mushroom”) related

How is homology assessed?Beware of terminology!

Similarly termed features may not be homologous!

Look carefully at structure, position, development.

E.g., “spines” of cacti & euphorbs differ in position and development: leaf spines vs. stipular spines

Page 19: Chapter 2: Phylogenetic Systematics. The objective of systematics: infer phylogenetic relationships E.g., what is Cynomorium (“Maltese mushroom”) related

euphorb spines

cactus spines

Convergent evolution:spines of cacti &

euphorbs

Hypotheses of homology are tested in cladistic analysis

Page 20: Chapter 2: Phylogenetic Systematics. The objective of systematics: infer phylogenetic relationships E.g., what is Cynomorium (“Maltese mushroom”) related

What is a transformation series?Sequence of character states

Represent hypothesized sequence of evolution

Binary: Two states A <–––> B

What is state polarity?

Determination of direction of transformation.

Page 21: Chapter 2: Phylogenetic Systematics. The objective of systematics: infer phylogenetic relationships E.g., what is Cynomorium (“Maltese mushroom”) related

Character X Taxon Matrix?

Page 22: Chapter 2: Phylogenetic Systematics. The objective of systematics: infer phylogenetic relationships E.g., what is Cynomorium (“Maltese mushroom”) related

Recency of common ancestry?

Premise: All forms of life share a common ancestor.

Taxa which share a common ancestor more recent in time are more closely related to one another than they are to a taxon whose common ancestor is further back in time.

Primary tenet of phylogenetic systematics?

Taxa (O.T.U.’s) can be grouped by apomorphies,

because these represent unique evolutionary events.

Page 23: Chapter 2: Phylogenetic Systematics. The objective of systematics: infer phylogenetic relationships E.g., what is Cynomorium (“Maltese mushroom”) related

Is C most closely related to D or to F?

Is C most closely related to E or to B?

Is C most closely related to A or to B?

Page 24: Chapter 2: Phylogenetic Systematics. The objective of systematics: infer phylogenetic relationships E.g., what is Cynomorium (“Maltese mushroom”) related

Monophyletic Group

A common ancestor and all (and only all) descendents of

that common ancestor.

Page 25: Chapter 2: Phylogenetic Systematics. The objective of systematics: infer phylogenetic relationships E.g., what is Cynomorium (“Maltese mushroom”) related
Page 26: Chapter 2: Phylogenetic Systematics. The objective of systematics: infer phylogenetic relationships E.g., what is Cynomorium (“Maltese mushroom”) related

ApomorphiesBasis for grouping taxa together because

they represent the product of aunique evolutionary event

Page 27: Chapter 2: Phylogenetic Systematics. The objective of systematics: infer phylogenetic relationships E.g., what is Cynomorium (“Maltese mushroom”) related

Sister Taxa?

Each of two descendent lineages from one common ancestor.

Plumbaginaceae and Polygonaceae (Caryophyllales) are sister taxa.

Page 28: Chapter 2: Phylogenetic Systematics. The objective of systematics: infer phylogenetic relationships E.g., what is Cynomorium (“Maltese mushroom”) related

Paraphyletic Group?

A group consisting of a common ancestor but not all descendents of that common ancestor.

Polyphyletic Group?

A group consisting of two or more common ancestors, does not have a single common ancestor that is part of

the group.

Page 29: Chapter 2: Phylogenetic Systematics. The objective of systematics: infer phylogenetic relationships E.g., what is Cynomorium (“Maltese mushroom”) related

“DICOTS” are paraphyletic.

Page 30: Chapter 2: Phylogenetic Systematics. The objective of systematics: infer phylogenetic relationships E.g., what is Cynomorium (“Maltese mushroom”) related

A group consisting of the Grewioideae &

Dombeyoideae is polyphyletic.

Page 31: Chapter 2: Phylogenetic Systematics. The objective of systematics: infer phylogenetic relationships E.g., what is Cynomorium (“Maltese mushroom”) related

Principle of Parsimony

The cladogram that is shortest – has the fewest number of steps (character state changes) – is accepted as most probable,

because it minimizes the number of ad hoc hypotheses.

“Entia non sunt multiplicanda praeter necessitatem.”

(That does not exist which multiplies more than necessary.)

Of two or more competing hypotheses, the simplest one is accepted.

Page 32: Chapter 2: Phylogenetic Systematics. The objective of systematics: infer phylogenetic relationships E.g., what is Cynomorium (“Maltese mushroom”) related
Page 33: Chapter 2: Phylogenetic Systematics. The objective of systematics: infer phylogenetic relationships E.g., what is Cynomorium (“Maltese mushroom”) related
Page 34: Chapter 2: Phylogenetic Systematics. The objective of systematics: infer phylogenetic relationships E.g., what is Cynomorium (“Maltese mushroom”) related
Page 35: Chapter 2: Phylogenetic Systematics. The objective of systematics: infer phylogenetic relationships E.g., what is Cynomorium (“Maltese mushroom”) related

Outgroup Comparison

Outgroup – taxon that is not a member of the ingroup.

Closest outgroups are considered to have ancestral features.

Why? Related to the principle of parsimony.

Page 36: Chapter 2: Phylogenetic Systematics. The objective of systematics: infer phylogenetic relationships E.g., what is Cynomorium (“Maltese mushroom”) related

Outgroup Comparison

Page 37: Chapter 2: Phylogenetic Systematics. The objective of systematics: infer phylogenetic relationships E.g., what is Cynomorium (“Maltese mushroom”) related

Phylogenetic analyses may result in 100s or 1000s of equally parsimonious trees.

Consensus trees used to summarize “best” or most probable tree.

Page 38: Chapter 2: Phylogenetic Systematics. The objective of systematics: infer phylogenetic relationships E.g., what is Cynomorium (“Maltese mushroom”) related

Consensus Trees:combining features in common between two or

more trees.

Two most common consensus trees:

Strict consensus tree: only those clades in common among all trees are retained.

50% majority tree: clades retained if occur in 50% (or greater) of all trees.

Page 39: Chapter 2: Phylogenetic Systematics. The objective of systematics: infer phylogenetic relationships E.g., what is Cynomorium (“Maltese mushroom”) related

OTHER ALGORITHMS FOR INFERRING PHYLOGENY

Maximum Likelihood:Considers probability of trees, given a

particular model of evolution

Page 40: Chapter 2: Phylogenetic Systematics. The objective of systematics: infer phylogenetic relationships E.g., what is Cynomorium (“Maltese mushroom”) related

OTHER ALGORITHMS FOR INFERRING PHYLOGENY

Bayesian Analysis:Considers posterior probability (pp) of trees,

can also use model of evolution

Generally, any pp >90% good support

Page 41: Chapter 2: Phylogenetic Systematics. The objective of systematics: infer phylogenetic relationships E.g., what is Cynomorium (“Maltese mushroom”) related

Cladogram Robustness

Bootstrap:resamples matrix at random (with replacement),

then 50% majority tree generated

Anything >70% good support.

Page 42: Chapter 2: Phylogenetic Systematics. The objective of systematics: infer phylogenetic relationships E.g., what is Cynomorium (“Maltese mushroom”) related

Phylogenetic Classification

Indented

Annotated Annotated, rankless

Page 43: Chapter 2: Phylogenetic Systematics. The objective of systematics: infer phylogenetic relationships E.g., what is Cynomorium (“Maltese mushroom”) related

Phylogenetic Classification

Page 44: Chapter 2: Phylogenetic Systematics. The objective of systematics: infer phylogenetic relationships E.g., what is Cynomorium (“Maltese mushroom”) related

Parsimony Optimization

Representation of character state changes on cladogram in most parsimonious way.

Page 45: Chapter 2: Phylogenetic Systematics. The objective of systematics: infer phylogenetic relationships E.g., what is Cynomorium (“Maltese mushroom”) related

Optimization

Maximum likelihood

ancestral state reconstruction

Page 46: Chapter 2: Phylogenetic Systematics. The objective of systematics: infer phylogenetic relationships E.g., what is Cynomorium (“Maltese mushroom”) related

Geography

Habitat

Vicariance versus

dispersal

Page 47: Chapter 2: Phylogenetic Systematics. The objective of systematics: infer phylogenetic relationships E.g., what is Cynomorium (“Maltese mushroom”) related

Heterochronyevolutionary change in the rate or

timing of development

Peramorphosis

Paedomorphosis

Neotony

derived type of heterochrony

adult stage resembles juvenile stage

adult stage resembles juvenile stage by decrease in rate of

development

Page 48: Chapter 2: Phylogenetic Systematics. The objective of systematics: infer phylogenetic relationships E.g., what is Cynomorium (“Maltese mushroom”) related

Example: Cryptantha“Cats eyes” / “Popcorn flowers”

Page 49: Chapter 2: Phylogenetic Systematics. The objective of systematics: infer phylogenetic relationships E.g., what is Cynomorium (“Maltese mushroom”) related

Cryptantha s.l.197 species total

N. America - 130 species

S. America - 70 species

3 species,C. albida, C. circumscissa, C. maritima,

in both N. & S. America

California - 66 species

Page 50: Chapter 2: Phylogenetic Systematics. The objective of systematics: infer phylogenetic relationships E.g., what is Cynomorium (“Maltese mushroom”) related

Gynobase = expanded basal axis attached to nutlet(s)

gynobase

style

stigma

Page 51: Chapter 2: Phylogenetic Systematics. The objective of systematics: infer phylogenetic relationships E.g., what is Cynomorium (“Maltese mushroom”) related

Nutlet Morphology

C. ganderi

C. hoffmannii

C. micromeres

C. nevadensis

C. holoptera

C. dumetorum

Page 52: Chapter 2: Phylogenetic Systematics. The objective of systematics: infer phylogenetic relationships E.g., what is Cynomorium (“Maltese mushroom”) related

Nutlets smooth

C. affinis C. clevelandii C. flaccida C. ganderi C. glomeriflora C. gracilis C. hispidula C. incana C. leiocarpa

C. mariposae C. maritima C. microstachys C. milobakeri C. mohavensis C. nemaclada C. torreyana C. watsonii

* **

**can be heteromorpic with 1 smooth & 1 rough nutlet

* can be smooth or rough

Page 53: Chapter 2: Phylogenetic Systematics. The objective of systematics: infer phylogenetic relationships E.g., what is Cynomorium (“Maltese mushroom”) related

C. ambigua C. angustifolia C. barbigera C. costata C. crinita C. decipiens C. dumetorum C. echinella

C. excavata C. holoptera C. hooveri C. intermedia C. mariposae* C. maritima C. micromeres C. muricata

C. nevadensis C. pterocarya C. racemosa C. recurvata C. scoparia C. simulans C. traskiae C. utahensis

Nutlets rough

Page 54: Chapter 2: Phylogenetic Systematics. The objective of systematics: infer phylogenetic relationships E.g., what is Cynomorium (“Maltese mushroom”) related

Nutlets heteromorphic

J. angelica J. angustifolia

J. echinosepala

SBBG 46949

SD 190348 SD 153717

SDSU 18852

J. fastigiata

SD 62789

Page 55: Chapter 2: Phylogenetic Systematics. The objective of systematics: infer phylogenetic relationships E.g., what is Cynomorium (“Maltese mushroom”) related

Phylogenetic systematic study

Page 56: Chapter 2: Phylogenetic Systematics. The objective of systematics: infer phylogenetic relationships E.g., what is Cynomorium (“Maltese mushroom”) related

Cryptantha s.s. 1

Greeneocharis

Johnstonella

Oreocarya

Eremocarya

Cryptantha s.s. 2

Cryptantha s.l.is

polyphyletic!

Page 57: Chapter 2: Phylogenetic Systematics. The objective of systematics: infer phylogenetic relationships E.g., what is Cynomorium (“Maltese mushroom”) related

Example: PogogyneMostly restricted to vernal pools

courtesy of Scott McMillan

Trichomes

Pogogyne nudiuscula A. Gray

Page 58: Chapter 2: Phylogenetic Systematics. The objective of systematics: infer phylogenetic relationships E.g., what is Cynomorium (“Maltese mushroom”) related

Vernal Pools

• Ephemeral wetland• Different phases

throughout year– Wetting– Inundated– Waterlogged– Drought

• Suite of organisms adapted

Page 59: Chapter 2: Phylogenetic Systematics. The objective of systematics: infer phylogenetic relationships E.g., what is Cynomorium (“Maltese mushroom”) related

Relative corolla length and fertile stamen number changes likely

happened along same branch

Subgenus Hedeomoides

Fertile Stamen Number &

Flower Insertioncorrelated:

Related to

autogamy?

Page 60: Chapter 2: Phylogenetic Systematics. The objective of systematics: infer phylogenetic relationships E.g., what is Cynomorium (“Maltese mushroom”) related

Biogeography: some correlations

Page 61: Chapter 2: Phylogenetic Systematics. The objective of systematics: infer phylogenetic relationships E.g., what is Cynomorium (“Maltese mushroom”) related

Species of Pogogyne – short branches

Page 62: Chapter 2: Phylogenetic Systematics. The objective of systematics: infer phylogenetic relationships E.g., what is Cynomorium (“Maltese mushroom”) related

BEAST Analysis: Rates of nrDNA and cpDNA in angiosperms

5.1–7.7 Ma

Page 63: Chapter 2: Phylogenetic Systematics. The objective of systematics: infer phylogenetic relationships E.g., what is Cynomorium (“Maltese mushroom”) related

BEAST Analysis: Rates of nrDNA and cpDNA in angiosperms

5.1–7.7 Ma 0.9–1.9 Ma

Page 64: Chapter 2: Phylogenetic Systematics. The objective of systematics: infer phylogenetic relationships E.g., what is Cynomorium (“Maltese mushroom”) related

Ephermerally

Aquatic habitat

Rapid divergence: adaptation to ephemerally aquatic habitats

Page 65: Chapter 2: Phylogenetic Systematics. The objective of systematics: infer phylogenetic relationships E.g., what is Cynomorium (“Maltese mushroom”) related