Arthropod Cladistics: Combined Analysis of Histone H3 and U2 snRNA Sequences and Morphology
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Cladistics 16, 155–203 (2000) doi:10.1006/clad.1999.0125, available online at http://www.idealibrary.com on Arthropod Cladistics: Combined Analysis of Histone H3 and U2 snRNA Sequences and Morphology Gregory D. Edgecombe, George D. F. Wilson, Donald J. Colgan, Michael R. Gray, and Gerasimos Cassis Centre for Evolutionary Research, Australian Museum, 6 College Street, Sydney, New South Wales 2010, Australia Accepted November 15, 1999 Morphological, developmental, ultrastructural, and gene INTRODUCTION order characters are catalogued for the same set of arthro- pod terminals as we have scored in a recent study of histone H3 and U2 snRNA sequences (D. J. Colgan et Despite a flurry of research activity in recent years, al., 1998, Aust. J. Zool. 46, 419–437). We examine the the interrelationships between and within the major implications of separate and simultaneous analyses of clades of arthropods remain a contentious issue. The sequence and non-sequence data for arthropod relation- monophyletic status of the Arthropoda is one of the ships. The most parsimonious trees based on 211 non- few points of widespread consensus, although a few sequence characters (273 apomorphic states) support workers (e.g., Fryer, 1996) still endorse the view (An- traditional higher taxa as clades, including Mandibulata, derson, 1973; Manton, 1977) that arthropods are a poly- Crustacea, Atelocerata, Myriapoda, and Hexapoda. Com- phyletic group. Reviews of major competing hypothe- ses for the relationships between chelicerates, bined analysis of morphology with histone H3 and U2 crustaceans, myriapods, and hexapods, as well as the sequences with equal character weights differs from the status of Onychophora and Tardigrada relative to the morphological results alone in supporting Progoneata 1 euarthropods, have been outlined by Wheeler et al. Hexapoda (5 Labiophora) in favor of a monophyletic (1993), Wills et al. (1995, 1998), Regier and Shultz (1997), Myriapoda, resolves the entognathous hexapods as a and Zrzavý et al. (1997), among others. To briefly sum- grade, and supports pycnogonids as sister group to marize these issues, ongoing controversy concerns the Euchelicerata (rather than as basal euarthropods). Mono- status of phyly of Chelicerata (including pycnogonids), Mandibu- • a clade composed of Crustacea, Myriapoda, and lata, Crustacea, Progoneata, Chilopoda, and Hexapoda Hexapoda (the Mandibulata hypothesis) or crusta- is maintained under a range of transition/transversion ceans alternatively grouping with the Chelicerata (the and third codon weights, whereas Atelocerata and Myria- TCC or Schizoramia hypothesis); poda/Labiophora do not withstand all sensitivity analy- • Crustacea as a monophyletic group, a paraphyletic ses. q 2000 The Willi Hennig Society grade to other mandibulates, or a paraphyletic grade to hexapods (the Pancrustacea hypothesis; Zrzavý et al., 1997); 0748-3007/00 $35.00 Copyright q 2000 by The Willi Hennig Society 155 All rights of reproduction in any form reserved
156 Edgecombe et al. • Myriapoda as either a monophyletic or a paraphy- et al., 1993), elongation factor-1a, and RNA polymerase letic group; II (Regier and Shultz, 1997, 1998) have also been consid- • myriapods as a sister or basal paraphylum to Hexa- ered. In a forthcoming study in collaboration with W. poda (the Tracheata or Atelocerata hypothesis), a sister C. Wheeler and G. Giribet, we will integrate histone group to Chelicerata, or a basal group of euarthropods; H3 and U2 sequence data with other available se- • pycnogonids as either sister group to Chelicerata quences and include fossils for morphological codings. or basal within the Euarthropoda; and The present synthesis limits the data pool to morpho- • Onychophora or Tardigrada as most closely related logical characters and extant taxa in order to minimize to other arthropods. the effects of missing data (morphology being the only data set for which all of the terminals sequenced for Ambiguity or disagreement is also found when con- H3 and U2 are currently scored). For some characters, sidering recent ideas concerning relationships within alternative interpretations based on fossils are noted. the major groups. Crustacean phylogeny has proven especially recalcitrant, with significant discordance be- tween recent cladograms (Spears and Abele, 1997; Wills, 1997; Schram and Hof, 1998). In addition to the MATERIALS AND METHODS pycnogonid problem, chelicerate phylogeny is most complicated by competing schemes of relationship be- Taxonomic Sampling tween the arachnid orders (Weygoldt and Paulus, 1979, versus Shultz, 1989, 1990; see Wheeler and Hayashi, The deficiencies of taxonomic sampling in early mo- 1998; Weygoldt, 1998). A major controversy in hexapod lecular analyses were well summarized by Wheeler et phylogeny is the mono-, para-, or polyphyly of the al. (1993), and some of these flaws have persisted in Entognatha, i.e., whether the Diplura, if themselves a subsequent work. The essential problem is that too clade, are more closely related to Collembola and Pro- few exemplars have been examined in most studies to tura or to the Insecta (Kukalová-Peck, 1991; Štys et al., adequately sample the enormous taxonomic diversity 1993; Kristensen, 1997; Bitsch and Bitsch, 1998). of the Arthropoda. An empirical demonstration of the The objective of this study is to evaluate competing need for rigorous sampling is shown by work on 18S hypotheses of arthropod relationships based upon rDNA, the most exhaustively sampled gene for arthro- morphological and molecular evidence. We employ a pods. Previous indications of a chelicerate–myriapod broader taxonomic sample than has been used in most grouping (Friedrich and Tautz, 1995; Giribet et al., 1996; prior molecular work and consider genes that have Spears and Abele, 1997) are rejected in favor of Chelic- not previously been examined in relation to arthropod erata as sister to Mandibulata with the inclusion of phylogeny. Sequence data are derived from histone H3 additional taxa, such as pycnogonids and more euchel- and the small nuclear RNA U2 (Colgan et al., 1998). In icerates (Giribet and Ribera, 1998). order to subject these sequence data to simultaneous Where possible, we have avoided assuming ancestral analysis with morphological evidence, the same taxo- (ground plan) character states for the taxa that we have nomic sample is scored for anatomical, developmental, scored, using a more explicit exemplar method (Yeates, ultrastructural, and gene order characters. This serves 1995). We have selected several representatives within to compile much of the classical evidence and puts this each putative major clade of the Arthropoda-and in evidence in a form by which it can be evaluated for particular focused on groups that have been regarded its most parsimonious cladograms. as nearly basal in previous investigations. Such taxa Previous DNA sequencing studies of arthropod phy- are most likely to provide an estimate of plesiomorphic logeny have concentrated on ribosomal RNA cis- characters within the clade. Some such exemplars may, trons—particularly 12S (Ballard et al., 1992), 18S in fact, be highly autapomorphic, but sampling several (Wheeler et al., 1993; Friedrich and Tautz, 1995; Giribet putatively basally derived taxa within each clade et al., 1996; Spears and Abele, 1997; Giribet and Ribera, would be expected to counter this problem. Sampling 1998), and 28S (Friedrich and Tautz, 1995; Wheeler, has been notably deficient for myriapods, a situation 1998), although the nuclear genes ubiquitin (Wheeler we attempt to address by including all five extant Copyright q 2000 by The Willi Hennig Society All rights of reproduction in any form reserved
Arthropod Cladistics 157 chilopod orders, diplopod representatives from the that can be more generally applied (presence or ab- two most basally derived lineages (fide Enghoff, 1984), sence of limb on the eight metamere). Segmental ho- a pauropod and a symphylan. mologies for euarthropods as outlined by Schram (1978, Table 2), based on the neural innervation scheme of Bullock and Horridge (1965), are followed in this work with the exception of Trilobita (which, while not Coding coded as a terminal, figure in some character discus- sions). The trilobite antenna is regarded as homologous For gross anatomical characters codings are based with the (deutocerebral) antennule of crustaceans on the particular species that was sequenced in the (Müller and Walossek, 1986), the first biramous limb molecular analyses. Were the same procedure applied pair of trilobites with the antenna, the second pair to most of the developmental, histological, and ultra- with the mandible, and so on. An alternative homology structural (e.g., sperm) characters, very few of these scheme for chelicerates has been advanced by Damen could be scored and a large amount of previous work et al. (1998) and Telford and Thomas (1998) based on would go unused in this analysis. To use a broader expression domains of Hox genes. These workers con- range of developmental and histological characters, sider the chelicera homologous with the antennule (see some assumptions of monophyly have been made. For Wheeler et al., 2000, for commentary on this reinterpre- example, embryological data available for any tation). chilopod species have been coded for the representa- Homologies of appendage podomere characters tive of the same order (Scutigeromorpha, Lithobiomor- across the arthropods are an ongoing problem. Al- pha, Scolopendromorpha, Geophilomorpha) used in though many authors have attempted to demonstrate our analysis. The same practice has been applied pan-arthropodan podomere homologies (e.g., Sharov, within the following groups: Peripatidae, Peripatopsi- 1996; Brusca and Brusca, 1990), these attempts have dae, Pauropoda, Symphyla, Penicillata and Penta- been flawed because inappropriate taxa were used for zonia. Developmental and sperm characters for Tricho- comparison. The fundamental crustacean limb bears lepidion have been scored based on other Zygentoma. scant resemblance to that of atelocerates. This point is Some characters (e.g., those dealing with gene ex- clearly shown by the alleged stem-lineage crustaceans pression and mitochondrial gene arrangements) have (Walossek and Müller, 1990)—or stem-lineage mandib- been examined in few arthropod taxa. We have in- ulates (Lauterbach, 1988; Wägele, 1993; Moura and cluded these characters because they have featured Christoferssen, 1996)—in which the paucisegmented prominently in recent debates, such as the crustacean– endopod defies podomere homologies with atelocer- hexapod (5 Pancrustacea) hypothesis, and should ates or chelicerates. In characters for which some ho- therefore be used in the analysis if these hypotheses mologies are dubious, we have scored states only for are to appraised via character congruence. These char- those taxa in which we are confident of homologies acters must be scored as missing data for most termi- (e.g., within the Atelocerata or Chelicerata). An “uncer- nals. Some minimal assumptions of monophyly were tain” coding has been used for other taxa. made to code at least a three-taxon statement (e.g., Except where indicated or where larval or embryo- coding the sole pterygote, an ephemeropteran, for data logical characters are specifically involved, we have from other pterygotes; coding the hoplocarid Kempina restricted decisions of homology to adults. For exam- for data involving eumalacostracans; and coding Epi- ple, although the nauplii of the branchiopods scored cyliosoma for chilognathan millipedes). in this analysis (Branchinella and Triops) have biramous Character definition obviously requires strict appli- antennae, the adults do not; therefore, we have scored cation of a homology scheme between metameres that this character state as absent for these taxa. transcends differences in tagmosis between major groups. Where a character may be informative within Outgroups a particular group (e.g., presence or absence of a limb on the first opisthosomal somite in Chelicerata) we The selection of outgroups for rooting arthropod have made attempts to present an alternative definition trees highlights ongoing controversies in protostome Copyright q 2000 by The Willi Hennig Society All rights of reproduction in any form reserved
158 Edgecombe et al. phylogeny. The classical hypothesis that Annelida is ignored. Tree-space searches (cf. Swofford, 1993:104, the closest relative of Arthropoda (the Articulata hy- as in Reid, 1996) were performed using 100 random pothesis) has found support in some cladistic analyses addition sequence replicates with three trees sampled based on morphological and developmental characters per iteration (nchuck 5 3, chuckscore 5 1). All trees (Rouse and Fauchald, 1995; Nielsen et al., 1996). An found by this procedure were then branch-swapped alternative to this is the Eutrochozoa hypothesis, in using tree bisection–reconnection to check for shorter which annelids are allied with molluscs and arthro- resolutions and to fill out tree space. Bremer support pods are more closely related to kinorhynchs and nem- (Bremer, 1994) was calculated using MacClade test ver- atodes (Eernisse et al. 1992). The latter grouping, with sion 4.0b7 (Maddison and Maddison, 1999) to automat- the addition of the priapulids and nematomorphs, ically generate the PAUP* command file with negative finds support in 18S rDNA sequence data and has been constraints. The authors hold differing opinions on the named Ecdysozoa (Aguinaldo et al., 1997; Giribet and merits of bootstrapping as a measure of support; we Ribera, 1998). As our principal goal is examining rela- provide bootstrap values for comparison with Bremer tionships within the Euarthropoda, we have included support. Bootstrapping used 100 randomized (with re- several onychophorans (including representatives of placement) character samples, with each bootstrap both families, the Peripatidae and the Peripatopsidae) sample using the heuristic search options addseq 5 and a tardigrade. All recent work identifies these random, nreps 5 10, nchuck 5 10, chuckscore 5 1. groups as appropriate outgroups for the euarthropods. Each bootstrap sample could contain no more than 100 We have also coded annelids, which accommodates trees, thus reducing iteration bias. the Articulata hypothesis, but caution that the interpre- Laboratory and analytical techniques for histone H3 tation of some characters in onychophorans and tardi- and snRNA U2 sequences are described elsewhere grades will differ from trees in which aschelminth Ec- (Colgan et al., 1998). In the present study, we subjected dysozoa were used as outgroups. Given that 18S these data to a range of weighting schemes to assess phylogenies agree with results obtained here with re- the effects of these parameters on congruence between spect to tardigrades and onychophorans as parts of data sets as well as cladogram sensitivity (Wheeler, the first and second outgroup branches, respectively, 1995; Wheeler and Hayashi, 1998). Congruence be- to the Euarthropoda (Fig. 1 in Giribet and Ribera, tween data partitions is measured by incongruence 1998), resolution and character interpretations within length difference (ILD; Mickevich and Farris, 1981), Euarthropoda should be unaffected by more distant based on individual partition and combined analyses outgroups. run using the heuristic parameters addseq 5 random, nreps 5 100, nchuck 5 3, chuckscore 5 1. Significance Analytical Methods of partition incongruence (Farris et al., 1994) was tested The morphological data set consists of 211 characters with the partition homogeneity test as implemented with 273 apomorphic states in total, with one constant in PAUP*; hompar heuristic options used were nbest 5 character. The latter (character 33, crustacean cardioac- 3, allswap 5 yes, addseq 5 asis. tive peptide) was included in our data because it has For H3, the arthropods have 151 variable sites in 327 been accorded some significance in other studies (Wä- aligned bases, of which 139 are informative. Thirty- gele, 1993), despite being uninformative at the level of one of 109 first-base positions are variable, with 4 that our sampling. Two characters involving mitochondrial are uninformative. The third-base positions have 106 gene order were included. Multistate characters were variable sites (105 informative). Only 14 second-base treated as unordered except for characters 5, 17, 25, 54, positions are variable and only 7 of these are informa- 87, 108, 144, and 155. In each of these, evidence for tive. Therefore, most of the informative sites are in the homology of state 1 and state 2 is compelling, and a H3 third position, although these sites may be satu- transformation series (0–1–2) can be posited. The data rated (Colgan et al., 1998). The aligned U2 data, 133 were analyzed with Portable PAUP for Windows, ver- bases total, have 53 informative characters, with 64 sion 4.0b2 (Swofford, 1999). Heuristic multiple parsi- constant and 16 variable characters that are uninforma- mony searches employed 10 iterations of random step- tive. Taxa for which only one of the two sequences wise addition of the taxa, uninformative characters were obtained are as follows: Lithobius, Mecistocephalus, Copyright q 2000 by The Willi Hennig Society All rights of reproduction in any form reserved
Arthropod Cladistics 159 Campodea, Petrobiinae, Hutchinsoniella (histone H3 se- appropriate starting point for simultaneous analysis. quence only; U2 missing), Derocheilocaris, Limulus, and To examine the sensitivity of the combined results to Macrobiotus (U2 sequence only; H3 missing). Colgan et different analytical parameters for the molecular char- al. (1998) tested sensitivity to alternative methods of acters, we varied the weights of transitions and of the data combination, analyzing with all terminals for third-codon position in the H3 sequences. Higher ho- which either sequence was available as well as with moplasy rates for third codon positions in protein only those taxa with both sequences (“spliced” and genes and for transitions are well known (Philippe et “merged” analyses of Nixon and Carpenter, 1996). The al., 1996; Yoder et al., 1996). Many systematists have former approach, of more inclusive taxonomic sam- advocated the downweighting or elimination of the pling, yielded much more explicit results (Fig. 1) and third codon to decrease putatively negative effects of is employed in the present study. this homoplasy (see citations in Wenzel and Siddall, As argued by Allard and Carpenter (1996), equal 1999). Fractional weightings, implemented by PAUP*, weighting (one morphological state change equal to were used to vary the H3 third-codon weightings and one base change, transitions equal to transversions, all the transitions in transversion/transition step matrices. codon positions equally weighted) is the obvious and Tranversions therefore always had a weight of 1, while transitions and the H3 third codon had weights vary- ing between 1 and 0. This procedure allowed the mor- phological characters and putatively less homoplastic DNA characters to retain equal weights in all tests. We did not explore different partition weights. No reason exists to suspect “swamping” of one partition by an- other. The morphology and DNA data sets were nearly equal in their strength, morphology having 210 parsi- mony informative characters while H3 and U2 together have 192 informative sites. MORPHOLOGICAL CHARACTERS 1. Non-migratory gastrulation: 0, absent; 1, present. Anderson (1973) described the unique pattern of gas- trulation in onychophorans, and this character has been accepted as an autapomorphy for Onychophora (Monge-Nájera, 1995). 2. Engrailed expressed in mesoderm patterning: 0, absent; 1, present. Zrzavý and Štys (1995) surveyed “compartment-like patterning” in the mesoderm of an- nelids and arthropods, as marked by engrailed expres- sion. Limited data are available to indicate the absence of such mesodermal patterning in some insects and crustaceans versus its presence in at least some chilopods, onychophorans, and annelids. Despite the preponderance of missing data, this character is in- cluded as a target for future investigation. FIG. 1. Strict consensus of 14 shortest cladograms based on histone 3. Early cleavage: 0, spiral; 1, total cleavage with H3 and U2 sequences (Colgan et al., 1998). Length 1376 steps, CI radially oriented position of cleavage products; 2, intra- 0.27, RI 0.40. Bremer support is shown at nodes. lecithal cleavage. A wide range of euarthropods share Copyright q 2000 by The Willi Hennig Society All rights of reproduction in any form reserved
160 Edgecombe et al. early total cleavage without oblique spindles, which of the tardigrade brain indicate that “head lobes” Scholtz (1997) suggested is an autapomorphy of Eu- would form during neurogenesis (R. Dewel, pers. arthropoda. We have coded for the most closely related comm., 1998). proxy in groups identified by Scholtz as possessing 9. Fat body: 0, absent; 1, fat body cells develop from this derived cleavage pattern. vitellophages in yolk; 2, fat body cells develop from 4. Annelid cross cleavage pattern: 0, absent; 1, pres- walls of mesodermal somites. The presence of a ce- ent. Annelida and Echiura share a distinctive blasto- phalic storage organ, the fat body, has been identified mere pattern, with a cross formed by blastomere cells as an atelocerate synapomorphy (Boudreaux, 1979). 1a112 –1d112 (Rouse and Fauchald, 1995). Anderson (1973) made a distinction between vitello- 5. Blastokinesis: 0, absent; 1, amniotic cavity open; 2, phagal fat body cells (Symphyla 1 Pauropoda 1 Diplo- amniotic cavity closed. Insect embryology is uniquely poda) and an origin of the fat body in the mesoderm characterized by the division of the dorsal extra-em- (Chilopoda 1 Hexapoda). Dohle (1980) upheld this bryonic ectoderm into an amnion and a serosa, termed distinction and employed the former condition as evi- blastokinesis (Anderson, 1973). We follow Whiting et dence for monophyly of the progoneate myriapods. A al. (1997) in regarding the closed amniotic cavity of partial uncertainty coding (states 1 or 2, but not 0) is Dicondylia as a modification of the open (Larink, 1983) employed for several taxa in which a fat body is present amniotic cavity of Archaeognatha (i.e., the character but its embryological origin is unknown. is ordered). 10. Fate map ordering of embryonic tissues: 0, pre- 6. Blastoderm cuticle: 0, absent; 1, present. Anderson sumptive mesoderm posterior to presumptive midgut; (1973) identified a thin, highly resistant blastoderm 1, presumptive mesoderm anterior to midgut; 2, meso- cuticle beneath the chorion as shared by Progoneata derm midventral, cells sink and proliferate, midgut and lacking in Chilopoda. Blastoderm cuticle is also internalizes during cleavage; 3, mesoderm diffuse present in Collembola, Diplura, Archaeognatha, and through the ectoderm; 4, midgut develops from ante- Zygentoma (Anderson, 1973:180), so the character is a rior and posterior rudiments at each end of midventral potential synapomorphy for Labiophora, though dis- mesoderm band. Fate map patterns follow Anderson tinction from blastoderm cuticle in Xiphosura (Ander- (1973, 1979). Available data for pycnogonids include a son, 1973:370) would be required. diversity of patterns (Schram, 1978) but some species 7. Ectoteloblasts: 0, absent; 1, present, arranged in conform most closely to the chelicerate pattern and ring. Ectoteloblasts are specialized stem cells that give have been coded as such. rise to the ectoderm of most postnaupliar segments 11. Epimorphic development: 0, absent; 1, present. in Cirripedia and in Malacostraca (Gerberding, 1997). Several arthropod groups have been diagnosed by epi- They are absent in branchiopods (Gerberding, 1997) morphosis, hatching with the complete complement of and are lacking only in Amphipoda among the Malac- segments (e.g., Epimorpha within Chilopoda; Diplura ostraca (Dohle and Scholtz, 1988; present in Leptos- 1 Insecta fide Kraus, 1997). This character exhibits traca and Stomatopoda coded here fide Weygoldt, considerable homoplasy within Arthropoda but serves 1994). Malacostracan ectoteloblasts are characterized as a synapomorphy for several clades. by their circular or semi-circular arrangement at the 12. Nauplius larva or egg nauplius: 0, absent; 1, pres- anterior border of the blastopore (Weygoldt, 1994). ent. The nauplius is a “short head” (Walossek and 8. Head lobes (paired semicircular lobes that give Müller, 1997) swimming larva that has only three pairs rise to the lateral eyes and lateral parts of the protocere- of limbs (antennule, antenna, mandible), each of which brum): 0, absent; 1, present. Scholtz (1997) regarded has a generalized morphology. The naupliar antenna head lobes as a synapomorphy of onychophorans and has a proximal enditic process (“naupliar process”) euarthropods, with no corresponding structure in an- that acts as a food-pushing device in the absence of a nelids. Although Scholtz (1997) did not address this gnathal lobe on the mandible. Some authors (e.g., character in tardigrades, total cleavage and the lack of Fryer, 1992, 1996) have suggested that the nauplius is a germ band stage in tardigrades mean that structures the primordial crustacean form, although even Cam- comparable to the head lobes of germ band embryos brian fossils well known to be crustaceans (Walossek, are absent, although the prominent dorsolateral lobes 1993) show clearly that the nauplius is only a transient Copyright q 2000 by The Willi Hennig Society All rights of reproduction in any form reserved
Arthropod Cladistics 161 larval stage. Absence of a nauplius cannot be meaning- excludes annelids. Ecdysone-like steroidal hormones fully interpreted for terrestrial arthropods, and we induce and control molting in non-arthropod Ecdyso- have opted for an inapplicable coding (cf. Wägele, zoa (see nematode citations in Schmidt-Rhaesa et al., 1993:278). 1998) as well as in Arthropoda. 13. Pupoid stage: 0, direct hatching; 1, motionless 20. Ecdysial suture pattern: 0, transverse rupture be- stage after hatching, pupoid remains encased in embry- tween head and trunk; 1, dorsal longitudinal ecdysial onic cuticle. Anderson (1973) summarized evidence for suture; 2, marginal ecdysial suture; 3, rupture at stylus a pupoid stage in Chilopoda, Diplopoda, and Pauro- apparatus. States 0–2 were used by Zrzavý et al. (1997). poda. Dohle (1997), however, identified a pupoid stage Boudreaux (1979) regarded ecdysis at the head–trunk as confined to diplopods and pauropods. We recognize contact (state 0) to be diagnostic of Myriapoda and the peripatoid and fetoid stages of Epimorpha dorsal longitudinal ecdysis (state 1) to be diagnostic (Chilopoda) as character 181. for Hexapoda. Snodgrass (1952:269) specified that the 14. Sclerotization of cuticle into hard, articulated latter pertained to Insecta in particular, whereas Colle- exoskeleton: 0, absent; 1, present. mbola and Protura have a head–trunk ecdysial split 15. Cuticle containing a-chitin and protein: 0, absent; (Kaufman, 1967:16). R. Dewel (pers. comm., 1998) indi- 1, present (Weygoldt, 1986). The composition of the cates that tardigrades molt at the stylus apparatus. chitin in tardigrade cuticle is not known with certainty 21. Resilin protein: 0, absent; 1, present. Weygoldt (Dewel and Dewel, 1997). a-chitin is, however, shared (1986) indicated that the spiral protein resilin is known by euarthropods (but not pentastomids), onychopho- only from euarthropods and onychophorans. Nielsen rans, and non-arthropod Ecdysozoa (Priapulida; see (1995), however, mapped resilin onto the tree as a eu- Schmidt-Rhaesa et al., 1998, for citations). arthropod synapomorphy, indicating its absence in tar- 16. Exocuticular cones: 0, absent or moderately de- digrades and onychophorans. veloped; 1, extensively developed in cuticle of head. 22. Molting gland: 0, absent; 1, present. Wägele Manton (1965) identified cuticular specializations for (1993) cited a molting gland as a diagnostic character of flexibility and strength as synapomorphies of the Geo- Mandibulata. This was based on a proposed homology philomorpha, linking these to the burrowing habits between the Y-organ of Malacostraca and the protho- of the clade. Exocuticular cones are especially well- racic gland of insects. Wägele noted that such molting developed in the head and maxilliped. They are absent glands in insects and crustaceans are hypodermal deri- in “anamorphic” chilopods and much less extensively vations of the second maxilla and are absent in chelic- developed in scolopendromorphs than in geophilo- erates. An alleged ecdysial gland in some chilopods morphs (Manton, 1965). (Lithobiomorpha, Seifert and Rosenberg, 1974; 17. Ectodermal cilia: 0, present in many tissues; 1, glandula capitis in Scutigeromorpha, Seifert, 1979) may present in photoreceptors and sperm; 2, present in be homologous. Evidence for an ecdysial gland has sperm only. We follow Wheeler et al. (1993, their charac- not been found in other myriapods (Tombes, 1979) ter 65) in scoring this as an ordered multistate character. except for polyxenid millipedes (glandula perioeso- 18. Tendon cells with tonofilaments penetrating epi- phagealis, Seifert, 1979). The restriction of the Y-organ dermis: 0, absent; 1, present. Boudreaux (1979) and to Malacostraca within the Crustacea (Fingerman, Wägele (1993) acknowledged tonofilaments as a eu- 1987) is problematic for the homology of these glands. arthropod synapomorphy, and Dewel and Dewel Studies of branchiopods have not discovered similar (1997) confirmed their absence in onychophorans molting glands although molting hormones appear to and tardigrades. be present (Martin, 1992). 19. Molting with ecdysone: 0, absent; 1, present. 23. Bismuth staining of Golgi complex beads: 0, not Molting is frequently evoked as a synapomorphy of staining; 1, staining. Locke and Huie (1977) observed Panarthropoda (e.g., Weygoldt, 1986), although it has Golgi beads to stain with Bismuth in various euarthro- alternatively been suggested to be a plesiomorphy for pods and tardigrades, but not in Onychophora, Anne- a broader group that also includes nematodes, nemato- lida, Mollusca, Nematoda, or Platyhelminthes. Due to morphs, priapulids, kinorhynchs, and loriciferans the depauperate taxonomic sampling for this character, (Aguinaldo et al., 1997; Schmidt-Rhaesa et al., 1998) but we have coded with the following proxies examined Copyright q 2000 by The Willi Hennig Society All rights of reproduction in any form reserved
162 Edgecombe et al. by Locke and Huie (1977): undetermined isopod and with Tömösváry organs, whereas Tuxen (1959) re- Orconectes for Kempina, undetermined polydesmoid for garded them as antennal vestiges on the basis of mus- Epicyliosoma, and representatives of four pterygote culation. The postantennal organs of Collembola may orders for Atalophlebia. also be homologous (Haupt, 1979). We have scored the 24. Metanephridia with sacculus with podocytes: 0, temporal organs of Ellipura as homologous with those absent; 1, present. While metanephridia are probably of Myriapoda, following Haupt (1979) and Bitsch and plesiomorphic for arthropods (Fauchald and Rouse, Bitsch (1998). The homologue of the Tömösváry organ 1997), the sacculus and podocytes are novel nephridial in Craterostigmus is a ringed organ set on a triangular structures for onychophorans and euarthropods, lack- sclerite lateral to the clypeus (Fig. 50 in Shear and ing in tardigrades (Nielsen, 1997; Schmidt-Rhaesa et al., Bonamo, 1988; Fig. 2 in Dohle, 1990). The form and 1998). Absence of nephridia in pycnogonids is coded positioning of this organ are comparable to the Tömös- following King (1973) and Clarke (1979). váry organ in Lithobiomorpha (Henicopidae). 25. Distribution of segmental glands: 0, on many 27. Salivary gland reservoir: 0, absent; 1, present. segments; 1, in at most the last four cephalic segments Monge-Nájera (1995) identified a salivary gland reser- and first two post-cephalic segments; 2, on second an- voir as an onychophoran autapomorphy. tennal and maxillary segments only. Definition of the 28. Malpighian tubules formed as endodermal ex- basic euarthropod distribution of segmental glands, a tensions of the midgut: 0, absent, 1, present. Shultz reduction from that in Onychophora, follows Weygoldt (1990) claimed that endodermal Malpighian tubules (1986). We have not attempted to define all variants are unique to Arachnida and, despite their absence in of segmental gland distribution within Euarthropoda, some ingroup taxa (such as Opiliones), resolved them and state 1 above is an artificial grouping. A more as an arachnid autapomorphy. Atelocerate Malpighian advanced reduction in Crustacea, restricted to the an- tubules, in contrast, are extensions of the ectodermal tennal and maxillary segments, has been regarded as hindgut (see character 29). The non-homology of these a crustacean synapomorphy (Lauterbach, 1983, 1986). structures is generally recognized, and we have accord- Walossek and Müller (1990:410) considered remipedes ingly coded them as separate characters. (Schram and Lewis, 1989) and anostracans to deviate 29. Malpighian tubules formed as ectodermal exten- from this state in possessing additional cephalic seg- sions of the hindgut: 0, absent; 1, single pair of Mal- mental glands, but Wägele (1993) dismissed these as pighian tubules at juncture of midgut and hindgut; 2, integumental glands and embryonic mesodermal multiple pairs of tubules at anterior end of hindgut. cells, respectively. The presence of Malpighian tubules in Collembola is 26. Tömösváry organ (“temporal organs” at side of dubious (Clarke, 1979; Bitsch and Bitsch, 1998), while head behind insertion of antennule): 0, absent; 1, pres- Protura have several pairs of papillae behind the mid- ent. Homology of Tömösváry organs (Fig. 2A) across gut–hindgut junction (see character 30). Distinct condi- the Myriapoda has been widely accepted (Snodgrass, tions can be recognized within the myriapods and the 1952), but relationships to similarly positioned struc- ectognath hexapods and serve as the basis for states 1 tures in hexapods are contentious. François (1969), for and 2 above. The origin of insect Malpighian tubules example, homologized the pseudocellus of Protura (whether ectodermal or entodermal) is controversial FIG. 2. (A–C) Hanseniella n. sp. (Symphyla), Mt. Colah, NSW, Australia. (A) Lateral view of head, showing mandibular base plate (Md), Tömösváry organ (TO), and spiracle (SP). (B) Ventral view of trunk, showing styli (St) and eversible vesicles/coxal sacs (Vs). (C) Pretarsal claws. (D) Schizoribautia n. sp. (Chilopoda, Geophilomorpha), Sydney, NSW, Australia. Lateral view of trunk, showing ventral confluence of procoxa (PrCx) and metacoxa (MtCx) and elaboration of pleurites, including scutellum (Sc), stigmatopleurite (StPL), and small pleurites (SmPL) between tergite (Tg) and sternite (St). (E) Allomachilis froggatti (Archaeognatha), Kiama, NSW, Australia. Ventrolateral view of head, showing division of labial glossae (GL) and paraglossae (Pg). (F) Pauropodinae, 3 km N of Weldborough, Tasmania, Australia. Ventral view of posterior part of head, collum segment, and anterior part of first leg-bearing trunk segment, showing collum organs (CO) variably interpreted as vesicles (Tiegs, 1947) or appendage vestiges (Kraus and Kraus, 1994). Scale bars: A and E, 200 m; B and D, 100 m; F, 20 m; C, 10 m. Copyright q 2000 by The Willi Hennig Society All rights of reproduction in any form reserved
Arthropod Cladistics 163 Copyright q 2000 by The Willi Hennig Society All rights of reproduction in any form reserved
164 Edgecombe et al. (Dohle, 1997). One or a small pair of supernumerary derived character of onychophorans, tardigrades, and Malpighian tubules is present in some chilopods euarthropods (Weygoldt, 1986). (Prunescu and Prunescu, 1996). The so-called Malpigh- 36. Dorsal heart with segmental ostia and pericardial ian tubules of eutardigrades are not in contact with sinus: 0, absent; 1, present. The dorsal, ostiate heart and cuticle and as such do not appear to be ectodermal in pericardial sinus/septum are shared by Onychophora origin (Møbjerg and Dahl, 1996). and Euarthropoda, but absent in tardigrades and paur- 30. Form of ectodermal Malpighian tubules: 0, elon- opods. We have not coded with the assumption that gate; 1, papillate. The Malpighian tubules are elongate these absences are due to miniaturization. in myriapods and most hexapods, Bitsch and Bitsch 37. Arterial blood supply to limbs: 0, absent; 1, limbs (1998, their character 14) interpreting this as the basal receive blood from a supraneural artery; 2, limbs re- state for Atelocerata. Bitsch and Bitsch coded the very ceive blood from a subneural artery. Most atelocerates similar papillae of Protura and Campodeina as homol- lack an arterial blood supply to the legs. Clarke (1979) ogous, a procedure adopted here. identified different patterns of arterial branching in 31. Neck organ: 0, absent; 1, present. Martin and malacostracan crustaceans and in many chelicerates. Laverack (1992) have reviewed the so-called dorsal 38. Slit sensilla: 0, absent; 1, present. Slit sensilla are organ or neck organ (Walossek, 1993) of crustaceans. small clefts or slits in the cuticle, used in detecting The term “neck organ” is preferred for this structure compressional forces acting on the exoskeleton (Shultz, so as to avoid confusion with the region of extra-em- 1990). They have been recognized as a synapomorphy bryonic ectoderm that is commonly called a “dorsal for Arachnida, but are (doubtfully) present in the ex- organ” in many groups of arthropods (Fioroni, 1980). tinct Eurypterida (Dunlop and Braddy, 1997). 39. Neuroblasts: 0, absent; 1, present. The identity 32. Hemocyanin: 0, absent; 1, present. Codings for and relative positions of cell types in the central ner- the presence of hemocyanin follow Gupta (1979). In vous system exhibit impressive similarities between pycnogonids, hemocyanin is only found dissolved in insects and some malacostracan crustaceans (for which the plasma (Arnaud and Bamber, 1987), without cyano- Kempina is coded as a proxy). Certain chilopods have cytes sensu Gupta. Some remipedes have large hemocy- different patterns of segmental neurons (Whitington et anin crystals scattered throughout the head and swim- al., 1993), and neuroblasts, the precursor cells of the ming appendage tissue (J. Yager, pers. comm., 1998). embryonic ganglia, are variably described as lacking Within Chilopoda, Scutigeromorpha have hemocyanin (Osorio and Bacon, 1994; Zrzavý and Štys, 1994) or as the oxygen transport molecule (Mangum et al., 1985) present (Scutigera: Knoll, 1974). Since recent treatments versus gaseous exchange between the tracheae and the (e.g., Gerberding, 1997) consider myriapod ganglia to tissues in Pleurostigmophora (Hilken, 1997). Hemocy- develop without neuroblasts, we are reluctant to accept anin is lacking in hexapods (Beintema et al., 1994). Knoll’s (1974) interpretation of Scutigera. Scutigera ap- 33. Crustacean cardioactive peptide in neurosecre- pears to have some larger cells in the neurogenic area tory cells of nervous system: 0, absent; 1, present. Wä- but the asymmetric division that characterizes neuro- gele (1993) documented the similarity in the sequence blasts is not shown (G. Scholtz, pers. comm., 1999). of this nonapeptide in insects and eumalacostracans Dohle (1997) indicated that onychophoran and chelic- and proposed it as a mandibulate synapomorphy, al- erate ganglion formation resembles that of centipedes though no evidence was presented to confirm its ab- and millipedes. Weygoldt (1998:68) likewise observed sence in chelicerates or its presence in myriapods. Miss- that the nervous system in chelicerates and myriapods ing data render this character entirely ambiguous, but arises by invagination. We have coded Euperipatoides we include it to encourage further investigation. and Epicyliosoma as proxies because details of neuro- 34. Subcutaneous hemal channels in body wall: 0, genesis are unknown for most taxa considered in this absent; 1, present. Presence is unique to Onychophora analysis. Gerberding (1997) showed that Cladocera (Brusca and Brusca, 1990; Monge-Nájera, 1995). have cells with the characteristics of neuroblasts and 35. Hemocoel: 0, absent; 1, present. Disintegration that their morphology is identical to that in Malacos- of the coelomic cavities, resulting in the body cavity traca; branchiopods in the present study are thus coded being used as a hemocoel or mixocoele, is a shared as having neuroblasts. Neuroblasts have been reported Copyright q 2000 by The Willi Hennig Society All rights of reproduction in any form reserved
Arthropod Cladistics 165 in single spider and scorpion species (Whitington and only to the protocerebrum of arthropods and not to the Bacon, 1997). The absence of cells with the characteris- deutocerebrum or tritocerebrum (Dewel and Dewel, tics of neuroblasts in pauropods, symphylans, and dip- 1996). Furthermore, the incorporation of the tritocere- lopods in older studies was noted by Whitington and brum into a pre-esophageal brain is not shared by all Bacon (1997), and absence in these groups is coded crustaceans; Walossek and Müller (1997) showed that based on these data. Insect and crustacean neuroblasts the brain includes the proto- and deutocerebral seg- differ in that the former delaminate from the surface ments only in Entomostraca, such as branchiopods. and form a separate layer, whereas the latter lie super- Coding for this character recognizes a distinction be- ficially (Gerberding, 1997). tween the “bipartite” brain of Entomostraca (and Lep- 40. Globuli cells: 0, confined mainly to brain, in mas- tostraca fide Calman, 1909) and that of Chelicerata sive clusters; 1, making up majority of neuropil and (including Pycnogonida) in that the latter is classically ventral layer of ventral nerve cord. Schürmann (1995) considered to lack the deutocerebrum (state 2 above). recognized that onychophorans are specialized relative Fossil taxa alter the interpretation of this character from to annelids and other arthropods in that globuli cells that based on extant taxa alone. Instead of regarding are the main cell type in the brain and also form a the absence of the deutocerebrum (and its appendage massive ventral layer in the ventral nerve cord. pair, the first antenna) in chelicerates as a primitive 41. Corpora allata: 0, absent; 1, present. Corpora al- absence, fossils allied to Chelicerata indicate it to be a lata are present in insects, proturans, collembolans, secondary reduction/loss. Taxa such as the Devonian and diplurans (Cassagnau and Juberthie, 1983) and are Cheloniellon, which is closely allied to chelicerates regarded as a hexapod apomorphy (Wägele, 1993). (Stürmer and Bergström, 1978; Dunlop and Selden, 42. Intrinsic secretory cells in protocerebral neurohe- 1997), possess a flagelliform first antenna, as do most mal organ: 0, absent; 1, present. Gupta (1983) reviewed other early Arachnata (Edgecombe and Ramsköld, the distribution of intrinsic secretory cells in neurohe- 1999). The alternative homology scheme suggested by mal organs, assuming that the presence of these cells Hox gene expression (Damen et al., 1998; Telford and was a derived state. This character has been coded Thomas, 1998) equates states 1 and 2. based on the state of the primary protocerebral neuro- 45. Ganglia of post-oral appendages fused into sin- hemal organ: the sinus gland in some crustaceans, the gle nerve mass. 0, absent; 1, present. Zrzavý et al. (1997) cephalic gland in symphylans, the cerebral gland in coded fusion of anterior ganglia as a synapomorphy chilopods, Gabe’s organ in diplopods, the corpora car- for pycnogonids and euchelicerates. We do not regard diaca in hexapods, Schneider’s Organ I in spiders, and the fusion of the palp and oviger nerves to the subeso- the stomatogastric ganglia of scorpions (see papers in Gupta, 1983). The state in Tricholepidion is coded based phageal ganglion in pycnogonids (Fig. 12 in Arnaud on information from lepismatids (Cassagnau and Jub- and Bamber, 1987) to be as reliable an apomorphy as erthie, 1983). the fusion of all post-oral, cephalic, limb-bearing seg- 43. Enlarged epipharyngeal ganglia: 0, absent; 1, ments to the subesophageal nerve mass in euchelicer- present. Protura and Collembola share specialized ates. The coding used here is thus at the same level of masses of sensory and secretory cells in the epipha- generality as Moura and Christofferson’s (1996) cita- ryngeal region (François, 1969; Kristensen, 1991). tion of fusion of post-cephalic ganglia into a subeso- 44. Ganglia of pre-esophageal brain: 0, protocere- phageal mass (euchelicerate apomorphy). An addi- brum; 1, protocerebrum and deutocerebrum; 2, protoc- tional state might be recognized for arachnids, which erebrum and tritocerebrum; 3, proto-, deuto-, and tri- fuse abdominal ganglia to the nerve mass (Wegerhoff tocerebra. A tripartite brain has been proposed as a and Breidbach, 1995). synapomorphy for Mandibulata (Brusca and Brusca, 46. Prostomium: 0, forms acron; 1, clearly demarked 1990) or a character uniting tardigrades and euarthro- by a distinct groove. The separation of the prostomium pods (Nielsen, 1995). The most recent assessment of was regarded by Rouse and Fauchald (1997) as an homologies of the tardigrade brain, however, suggests annelid synapomorphy. We follow Rouse and Fauchald that its components (dorsal and ventral cones, internal in coding its absence (inapplicability) in Onychophora, cirrus, and their respective ganglia) are homologous although some workers consider the prebuccal head Copyright q 2000 by The Willi Hennig Society All rights of reproduction in any form reserved
166 Edgecombe et al. region of onychophorans to include an acron (de taxa with two corneagenous cells, part of the alleged Haro, 1998). mandibulate eye (see character 55). 47. Cephalon composed of one pair of preoral ap- 52. Lateral compound eyes: 0, absent; 1, simple lens pendages and three pairs of postoral appendages: 0, with cup-shaped retina; 2, stemmata with rhabdom of absent; 1, present. The composition of the fundamental multilayered retinular cells; 3, faceted; 4, onychopho- euarthropod head has considered information from ran eye. The inclusion of fossil taxa will modify the fossils as well as extant taxa. Weygoldt’s (1986) pro- inferred basal state for several groups from that coded posal that the basic euarthropod cephalon included here based on extant representatives. Compound eyes four pairs of post-oral appendages is in conflict with (state 3) are present in fossil scorpions (Sissom, 1990) well-known paleontological data (e.g., three pairs of and diplurans (Kukalová-Peck, 1991), whereas extant post-oral biramous limbs in trilobites). Walossek’s taxa possess states 1 and 0, respectively. Fossil diplo- (1993) contention that the crown-group euarthropod pods have been considered to have compound eyes cephalon is composed of preoral antennae and an addi- (Kraus, 1974), though Spies (1981) interpreted them tional three pairs of limbs is corroborated by engrailed as pseudofaceted; extant Chilognatha have stemmata expression in crustaceans and insects, in which an en- (state 2). Rather than coding the pseudofaceted eye of grailed stripe on the first maxillary segment indicates Scutigeromorpha as an uninformative autapomorphy, the original posterior limit of the head (Scholtz, 1997). we follow Paulus (1979, 1986, 1989) in interpreting this 48. Cephalic kinesis: 0, absent; 1, present. Cephalic eye as a modification of myriapod stemmata (state 2) kinesis, defined as movable ophthalmic and antennu- based on ultrastructural similarities. Myriapod lateral lar segments and an articulated rostrum (Kunze, 1983), eyes possess a rhabdom composed of two (Scutigero- morpha and Polyxenida) or many (Pleurostigmophora is shared by the Leptostraca and the Stomatopoda but and Chilognatha) layers of retinular cells. Paulus (1986) not other Crustacea. The Mystacocarida have an articu- considered the layering of the rhabdom as a probable lated antennular segment, but lack compound eyes and synapomorphy for Myriapoda, noting a similar con- a rostrum; whether this arrangement is homologous struction only in the larval eyes of certain insects. with cephalic kinesis is uncertain. 53. Compound eyes medial margins: 0, separate; 1, 49. Flattened head capsule, with head bent posterior medially contiguous. The medial coalescence of the to the clypeus: 0, absent; 1, present. Dohle (1985) and compound eye has been treated as a shared derived Shear and Bonamo (1988) emphasized the peculiar con- character of the Archaeognatha (Hennig, 1981; Kris- struction of the flattened head capsule of Pleurostigmo- tensen, 1991). The approximation of the antennal bases phora, with the clypeal region of the head becoming in archaeognathans is regarded as a correlated charac- ventral and the mouth pushed backward. Manton ter (cf. Kraus, 1997), an effect of a medial repositioning (1965) alternatively regarded the flattened head cap- of cephalic structures. sule as a basal apomorphy for Chilopoda and consid- 54. Optic neuropiles: 0, no chiasmata; 1, one chiasma ered the head of Scutigeromorpha to be secondarily (between lamina ganglionaris and medulla); 2, two domed to accommodate the enlarged mandibles. Man- chiasmata (between lamina ganglionaris and medulla/ ton’s interpretation is unparsimonious. between medulla and lobula). The presence of two 50. Reduced lateral expansion of head shield (head chiasmata between the neuropiles in some malacostra- of adults rounded, capsule-like): 0, absent; 1, present. cans and in insects has been cited as evidence for a In Anostraca, the lateral expansions of the head shield sister group relationship between these taxa (Osorio are developed only in the hatching nauplius (Walossek, et al., 1995) or as defining a clade of Malacostraca, 1993; Walossek and Müller, 1998). Remipedia, and Atelocerata (Moura and Christof- 51. Two primary pigment cells in ommatidium: 0, fersen, 1996). However, the Leptostraca have only one two corneagenous cells lacking pigment grains; 1, two chiasma in the optic lobe (Elofsson and Dahl, 1970), corneagenous cells contain pigment grains. Paulus and Collembola have only two neuropiles (Paulus, (1979) homologized a pair of corneagenous cells in 1979). An ordered coding recognizes a homology be- Crustacea with the two primary pigment cells of hexa- tween the chiasma between the lamina ganglionalis pods. Scoring for this character is restricted to those and medulla in all taxa possessing chiasmata. Copyright q 2000 by The Willi Hennig Society All rights of reproduction in any form reserved
Arthropod Cladistics 167 55. “Mandibulate” eye (two corneagenous cells, four 60. Arthropod sensillae: 0, absent; 1, present. Mecha- Semper cells, cone with four parts, retinula with eight no- and chemosensory sensillae of a characteristic cells): 0, absent (variable, higher number of parts); 1, structure are identified in tardigrades (R. Kristensen, present. Despite some variation in precise numbers of 1981), onychophorans, and euarthropods (Nielsen, subunits within crustacean and hexapod eyes, Paulus 1995). These are composed of one or a few primary (1979, 1989) postulated that a ground pattern (state 1 receptor cells usually with a modified cilium sur- above) could be interpreted for the common ancestor rounded by tormogen, trichogen, and thecogen cells. of these clades. Attempts to interpret myriapod stem- 61. Oral papillae with slime glands and adhesive mata as a modified mandibulate ommatidium (Paulus, glands: 0, absent; 1, present. Oral papillae and their 1986, 1989) have been unconvincing. associated glands are unique to Onychophora (Brusca 56. Median eyes fused to naupliar eyes: 0, absent; 1, and Brusca, 1990). The slime glands may be modifica- present. Naupliar eyes are the median eyes of Crusta- tions of the crural glands (character 208) that are devel- cea, and the close association of the median eyes to oped in a variable number of legs (Storch and Ruhb- form a functional unit has been proposed as a crusta- erg, 1993). cean synapomorphy (Lauterbach, 1983; Weygoldt, 62. Dorsolateral folds in buccal cavity: 0, absent; 1, 1986; Kraus, 1997). Naupliar eyes are not, however, present. Rouse and Fauchald (1997) observed dorsolat- present in all the crustacean taxa we have scored. Al- eral buccal folds to be an annelid synapomorphy. though Eloffsen (1966) dismissed pan-crustacean ho- 63. Mouth direction: 0, anteroventral; 1, posterior. A mologies in the naupliar eyes, Paulus (1979) did not posteriorly directed mouth has been proposed as a regard the differences between those types with everse characteristic feature of the TCC or schizoramian group and inverse sensory cells as so fundamental as to disal- (Cisne, 1974). This condition is present in xiphosurids, low homology, and we concur. This character is scored whereas the anteroventral orientation of the mouth is as inapplicable for myriapods (lacking median eyes). regarded as an arachnid synapomorphy (Shultz, 1990). 57. Number of median eyes: 0, none; 1, four; 2, two; It is acquired in ontogeny, modified from a posteriorly 3, three. Paulus (1979) summarized evidence for four directed state in the embryo of arachnids. median eyes being a general condition in Euarthro- 64. Labrum: 0, absent; 1, present, originating from poda. This number is reduced to two within Chelic- bilobed anlage. Partial covering of the mouth by a erata. The lack of median eyes in Myriapoda has been labrum is observed in all euarthropods except for the interpreted as a synapomorphy (Boudreaux, 1979), pycnogonids (Sharov, 1966; King, 1973). Scholtz (1997) whereas Kraus and Kraus (1994) cited the loss of me- recognized a labrum originating from bilobed anlage dian eyes as occurring independently in Chilopoda as a euarthropod synapomorphy. and in Progoneata. Knoll (1974) described two “frontal 65. Fleshy labrum: 0, absent; 1, present. Walossek ocelli” in the embryo of Scutigera, but these transform and Müller (1990) recognized an apomorphic character into gland-like organs, rendering homology with me- complex in the mouth region of crown-group Crusta- dian eyes improbable. cea. This consists of a fleshy labrum that forms the 58. Inverted median eye: 0, absent; 1, present. In cover of the atrium oris, with setulate, brush-like sides. arachnids, the retina cells develop from an inverted A sternum with humped paragnaths (Fig. 3A) is also invagination of the epidermis (Paulus, 1979). part of the crustacean labral complex as defined by 59. Bulbous bothriotrichs: 0, absent; 1, present. Walossek and Müller (1990), although paragnaths are Bothriotrichs (5 trichobothria) are complex mechano- less pronounced in some crustaceans (e.g., Cephalocar- receptors developed in several terrestrial arthropod ida and Mystacocarida). groups. They have distinctive modifications in polyxe- 66. Entognathy (overgrowth of mandibles and max- nid millipedes, pauropods, and symphylans, notably illae by cranial folds): 0, absent; 1, present. Entognathy a hair that forms a basal bulb (Haupt, 1979). This char- in the broad sense (mouthparts overgrown by cranial acter has been proposed as a synapomorphy of Progo- folds) occurs to varying degrees in onychophorans, neata (Kraus and Kraus, 1994), although this requires pauropods, and chilopods, as well as the hexapodan that loss of trichobothria is a reversal in chilognathan Entognatha (Manton, 1964). This character is scored to millipedes (Enghoff, 1984). recognize more detailed similarities of the latter Copyright q 2000 by The Willi Hennig Society All rights of reproduction in any form reserved
168 Edgecombe et al. FIG. 3. (A) Hutchinsoniella maracantha (Cephalocarida), Buzzard’s Bay, Massachusetts. Ventral view of head, showing paragnaths (Pa), mandibles (Md), and labrum. (B) Unixenus mjobergi (Diplopoda, Penicillata), Mt. Tom Price, Western Australia. Ventrolateral view of a trunk leg, with trochanter (Tr), prefemur (PrFe), femur (Fe), postfemur (PoFe), tibia (Ti), first tarsomere (Ta1), second tarsomere (Ta2), and pretarsus (Pt) identified following Manton (text and Fig. 3 in 1956). (C and D) Paralamyctes n. sp. (Chilopoda, Lithobiomorpha), Mt. Keira, NSW, Australia. Gnathal lobe of mandible, showing molar hooks (sensu Kraus, 1997) at base of teeth. Scale bars: A, 100 m; B and C, 200 m; D, 50 m. (Bitsch, 1994, p. 114, and references therein). The oral directed, similar to other Crustacea (see above). Fur- folds in Entognatha are joined together ventrally and ther, paragnaths are external to the atrium oris, rather are united behind with the postlabium. Inclusion of than the atelocerate situation in which the hypo- fossil taxa, in particular the Carboniferous japygid Tes- pharynx is internal to the preoral cavity. The lacinia tajapyx (Kukalová-Peck, 1987), which is not fully entog- mobilis, another mandibular character cited by Moura nathous, will force homoplasy on the tree. and Christoffersen (1996) as a remipede–atelocerate– Moura and Christoffersen (1996) suggested that the malacostracan synapomorphy, is not employed here. internalization of the mandible into a preoral buccal A lacinia mobilis is lacking in basal Malacostraca (Lep- cavity (atrium oris) is a synapomorphy of the Remi- tostraca and Hoplocarida, being restricted to Eumalac- pedia and the Atelocerata. Although Schram and Lewis ostraca—Walossek, 1993), and its very scattered occur- (1989) identified a specialized atrium oris in the re- rence in Hexapoda also questions its presence at the mipedes as being different from that of all other crusta- basal node for hexapods (Kristensen, 1997). ceans, this feature does not particularly resemble that 67. Sclerotic sternum formed by antennal to maxillu- of the Atelocerata; the mouth field is posteroventrally lary sternites: 0, absent; 1, present. Fusion of particular Copyright q 2000 by The Willi Hennig Society All rights of reproduction in any form reserved
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