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Biological from Linnaeus to the PhyloCode

Division of and , National Museum of Natural History, Smithsonian Institution, P.O. Box 37012, NHB MRC 162, Washington, DC 20013-7012, USA. [email protected]

Abstract. Linnaeus and other 18th Century naturalists practiced nomenclature in a way that associated tax- on names more strongly with taxa (groups) than with the categorical ranks of the taxonomic (“Linnaean”) hierarchy. For those early naturalists, ranks functioned merely as devices for indicating hierarchical posi- tion that did not affect the application or spelling of names. Consequently, taxa did not change their names simply because of changes in rank. For example, the name Reptilia did not change when the rank of the taxon designated by that name was changed from order to class. During the 19th Century, an alternative approach to nomenclature emerged that made rank assignment fundamental to the application and spelling of taxon names. Under rank-based approach, which forms the basis of the current Zoological Code, names are implicitly defined in terms of ranks. As a consequence, names are more strongly associated with ranks than with taxa and thus taxa change their names simply because of changes in rank. For example, if the rank of the taxon is changed from to superfamily, its name must change to Iguanoidea. A new approach to nomenclature, termed phylogenetic nomenclature, ties taxon names to explicitly evolu- tionary concepts of taxa through definitions that describe taxa in terms of ancestry and descent. This tree- based approach to nomenclature once again associates taxon names more strongly with taxa than with ranks and thus represents a return to an approach similar to that practiced by Linnaeus and other early naturalists, updated with evolutionary principles.

Keywords: Linnaeus, names, nomenclature, phylogeny, ranks, taxa, .

© International Society for the History and Bibliography of Herpetology, ISHBH. Article should be cited as: de Queiroz, K. (2012), Biological Nomenclature from Linnaeus to the PhyloCode. In Bell, C. J. (editor), The Herpetological Legacy of Linnaeus: A Celebration of the Linnaean Tercentenary, Bibliotheca Herpetologica 9(1–2):135–145.

© International Society for the History and Bibliography of Herpetology, ISHBH Bibliotheca Herpetologica, Vol. 9(1–2): 135–145, 2012

Biological Nomenclature from Linnaeus to the PhyloCode Kevin de Queiroz

Division of Amphibians and Reptiles, National Museum of Natural History, Smithsonian Institution, P.O. Box 37012, NHB MRC 162, Washington, DC 20013-7012, USA. [email protected]

Abstract. Linnaeus and other 18th Century naturalists practiced nomenclature in a way that associated tax- on names more strongly with taxa (groups) than with the categorical ranks of the taxonomic (“Linnaean”) hierarchy. For those early naturalists, ranks functioned merely as devices for indicating hierarchical posi- tion that did not affect the application or spelling of taxon names. Consequently, taxa did not change their names simply because of changes in rank. For example, the name Reptilia did not change when the rank of the taxon designated by that name was changed from order to class. During the 19th Century, an alternative approach to nomenclature emerged that made rank assignment fundamental to the application and spelling of taxon names. Under this rank-based approach, which forms the basis of the current Zoological Code, names are implicitly defined in terms of ranks. As a consequence, names are more strongly associated with ranks than with taxa and thus taxa change their names simply because of changes in rank. For example, if the rank of the taxon Iguanidae is changed from family to superfamily, its name must change to Iguanoidea. A new approach to nomenclature, termed phylogenetic nomenclature, ties taxon names to explicitly evolu- tionary concepts of taxa through definitions that describe taxa in terms of ancestry and descent. This tree- based approach to nomenclature once again associates taxon names more strongly with taxa than with ranks and thus represents a return to an approach similar to that practiced by Linnaeus and other early naturalists, updated with evolutionary principles.

Keywords: Linnaeus, names, nomenclature, phylogeny, ranks, taxa, taxonomy.

INTRODUCTION represent, in at least one very important re- spect, a return to the nomenclatural practices n this paper, I will present a brief overview of Linnaeus and other early taxonomists. of general approaches to biological no- menclature, from Linnaeus to the present, To make this case, I will first describe nomen- I clature as practiced by Linnaeus and other ear- including a controversial new approach called phylogenetic nomenclature and an alternative ly taxonomists. I will then describe the rank- code based on it, commonly known as the based approach to nomenclature that emerged PhyloCode. Both in the popular press and in in the century after Linnaeus and came to form the scientific literature, the PhyloCode is often the basis of the current Zoological Code. And characterized as a challenge to the “Linnaean finally, I will describe the recently proposed System.” For this reason, describing and in- phylogenetic approach to nomenclature that deed endorsing this approach in a sympo- underlies the PhyloCode. In each case, I will sium celebrating the legacy of Linnaeus may discuss (using herpetological examples) the seem out of place. However, I will argue that relationships between taxon names, on the contrary to common characterizations, phy- one hand, and taxa versus categorical ranks, logenetic nomenclature and the PhyloCode on the other, for the purpose of comparing

135 Kevin de Queiroz the three approaches. I should also note that Relationships between Taxon I have published the main ideas presented in Names, Taxa, and Categorical this paper previously (de Queiroz, 2005) and Ranks under Linnaean have agreed to revisit them here at the request of the symposium organizers. Nomenclature

Although Linnaeus and other early naturalists LINNAEAN NOMENCLATURE used ranks to convey taxonomic (hierarchical) relationships, they did not use ranks for no- menclatural purposes. As a consequence, taxon I will use the term “Linnaean nomenclature” names were more closely associated with taxa to refer to the general approach to nomen- than they were with ranks. The evidence sup- clature practiced by Linnaeus. This general porting this proposition concerns how changes approach should not to be confused with in the assignments of taxa to different ranks the taxon names used by Linnaeus, which is affected the names of those taxa, and the rele- Linnaean nomenclature in a different sense. vant cases are those in which different authors More importantly, it should not be equated recognized the same taxon but assigned that with nomenclature as currently practiced, as I taxon to different categorical ranks. Ideally, will explain below. I should also clarify that these would be examples of how Linnaeus when I refer to Linnaean nomenclature, I am applied names to taxa that had been recog- really referring to nomenclature not only as it nized by previous authors but assigned those was practiced by Linnaeus but also as it was taxa to different categorical ranks. However, practiced by late 18th and early 19th Century most authors prior to Linnaeus did not make naturalists generally—specifically, to nomen- extensive use of categorical ranks; that was clature as it was practiced after the use of one of Linnaeus’s innovations. Therefore, the categorical ranks became widespread (fol- relevant comparisons are those involving taxa lowing Linnaeus) but before the alternative that were recognized both by Linnaeus and by rank-based approach emerged in the mid 19th subsequent authors who assigned those taxa to Century. different categorical ranks. In keeping with the theme of the symposium and the taxonomic Most readers will be familiar with the so- emphasis of this journal, I will use herpeto- called Linnaean hierarchy, the series of taxo- logical examples. nomic categories or categorical ranks insti- tuted by Linnaeus and elaborated upon by The first concerns the taxon that Linnaeus, subsequent taxonomists. Linnaeus himself in some of the early editions of his Systema used only five ranks consistently: kingdom, Naturae (e.g., Linnaeus, 1735, 1740, 1748) class, order, , and (variety was recognized for a group composed of turtles, used only in some cases). Subsequent tax- frogs, , crocodylians, salamanders, onomists added both primary ranks, such as and snakes. Linnaeus ranked this taxon as phylum and family, as well as secondary ranks a class, and he named it Amphibia. Later, formed by adding rank-modifying prefixes to Merrem (1820) recognized the same taxon the primary ranks, resulting in ranks such as but assigned it to a higher categorical rank. subclass, infraorder, and superfamily. Most Although Merrem did not state the exact readers will also know that these categorical rank of Amphibia, that rank can be inferred ranks were, and still are, used to help indicate to have been above the rank of class, given position in the taxonomic hierarchy—that is, that the two primary subgroups of Amphibia which groups are nested and which are mutu- (Pholidota and Batrachia) were ranked as ally exclusive. classes. The relevant point is that Merrem used the same name used by Linnaeus,

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Amphibia, despite assigning the group to a RANK-BASED different categorical rank. NOMENCLATURE

In later editions of the Systema Naturae (1758, I will use the term “rank-based nomencla- 1766–8), Linnaeus recognized a taxon of a ture” for an approach to nomenclature based somewhat different composition as Amphibia, on categorical ranks. Under this approach, adding various (mostly cartilaginous) “fishes” taxon names are linked to particular ranks, to the original set of and again and rank assignment is therefore necessary ranking it as a class. Later, Scopoli (1777) rec- for the application of those names. The rank- ognized the same taxon but assigned it to the based approach emerged during the middle rank of tribe. Despite the difference in rank, of the 19th Century, becoming well estab- Scopoli used the same name, Amphibia, for lished roughly 100 years after the publica- this taxon. tion of the tenth edition of Linnaeus’ Systema Naturae (1758). It is important to recognize To cite a final example, Linnaeus (1748, 1758, that although this approach is based on the 1766–8) recognized a group composed of liz- taxonomic ranks introduced by Linnaeus, it ards, crocodylians, salamanders, frogs, and differs significantly from the nomenclatural turtles (but not snakes or any fishes) as a sub- approach adopted by Linnaeus and his im- group of Amphibia. He ranked this taxon as mediate followers. The rank-based approach an order and called it by the names Reptilia underlies the current nomenclatural codes, in- and Reptiles. Scopoli (1777) once again rec- cluding the International Code of Zoological ognized the same taxon, but ranked it as a di- Nomenclature (International Commission vision rather than an order. Despite this differ- on Zoological Nomenclature [ICZN], 1999), ence in rank, he used the same name, Reptilia. which are therefore more appropriately des- th th Most other late 18 and early 19 Century au- ignated “rank-based” rather than “Linnaean.” thors who used the name Reptilia or Reptiles (e.g., Laurenti, 1768; Daudin, 1802–1803; The rank-based approach is used for all names Lamarck, 1809) applied that name to a more whose application is most closely governed inclusive taxon corresponding in composition by the rank-based codes. In , this to the one that Linnaeus (e.g., 1735, 1748; means all names associated with the ranks see also Linnaeus and Gmelin, 1788) called from subspecies to superfamily (i.e., names Amphibia, ranking it as a class. The fact that in the species, genus, and family groups). It is these other authors ranked Reptilia as a class, most obvious, however, for the subset of those while Linnaeus ranked it as an order, did not names from subtribe to superfamily, which are prevent them from using the same name. formed using standardized rank-specific or rank-signifying suffixes. Table 1 is a list of the These examples illustrate that among Linnaeus standardized, rank-signifying endings used in and his immediate followers, different authors zoology. It is important to note that standard- often recognized the same taxa (groups) but ized, rank-signifying endings were not used by assigned them to different categorical ranks, Linnaeus and other 18th and early 19th Century and that when they did this, they often used naturalists. For example, some of the names of the same names. This situation constitutes taxa that Linnaeus ranked as classes ended in evidence that taxon names were more closely -ia, others in -es, and still others in -a. In ad- associated with taxa than they were with cat- dition, these same endings were also used for egorical ranks—a point that should become the names of taxa ranked as orders. In short, clearer when we consider an alternative ap- particular endings were not used exclusively proach to nomenclature that emerged during and universally in association with particular the century after Linnaeus. categorical ranks, the way they are today. The

137 Kevin de Queiroz

TABLE (1). The Standardized Rank-signifying Endings used by the Rank-based Zoological Code (ICZN, 1999, Art. 29.2). Note that the rank-based approach applies to names associated with all ranks from subspecies to superfamily in zoology, not only to those with standard rank-signifying endings. Categorical Rank Ending Example Superfamily –oidea Iguanoidea Family –idae Iguanidae Subfamily –inae Iguaninae Tribe –ini Iguanini Subtribe –ina Iguanina standardized, rank-signifying endings were rank-signifying suffixes—that is, to names introduced sometime during the early middle associated with ranks from supergenus to of the 19th Century. I have not researched subspecies. their history thoroughly, but consistent use of the -idae ending for zoological taxa ranked Relationships between Taxon as families can be found as early as 1825 in Names, Taxa, and Categorical a paper by the herpetologist J. E. Gray, and this practice was endorsed as a general rule Ranks under Rank-based as early as 1835 by W. Swainson. It was also Nomenclature adopted by some of the important precursors of the modern rank-based codes, such as the The adoption of rank-based nomenclature led Stricklandian code in zoology (Strickland et to a significant change in the relationships be- al., 1843). Most importantly, it was adopted tween taxon names, on the one hand, and taxa by the original international codes of both bo- versus ranks, on the other. As demonstrated tanical and zoological nomenclature and all of above, earlier nomenclatural practices granted their subsequent revisions. more importance to the associations of taxon names with taxa, rather than ranks. In contrast, The use of standardized, rank-signifying end- the rank-based approach reversed the relative ings implies a method of definition (i.e., of importance of those associations. Greater im- specifying the reference of a taxon name so portance was effectively placed on the asso- that it can be applied in the context of alterna- ciations of names with ranks, rather than with tive taxonomic proposals) that is strongly tied taxa. This situation is evident from the way to the taxonomic ranks. Although this defini- that rank-based nomenclature works, as illus- tional method is not stated explicitly in the trated in the example in Figure 1. rank-based codes, it can nevertheless be in- ferred from the manner in which names are ap- Suppose we have three taxa, an inclusive plied in rank-based nomenclature. The method group named Acrodonta, ranked as a subor- takes the following form: [taxon name] = the der, and two subgroups named and taxon assigned to the rank of [rank name] that Chamaeleonidae, ranked as families (Fig. 1a). includes [name of ]. For example, the Now suppose that later the same taxa are as- taxon name Iguanidae is implicitly defined as signed to different ranks: the inclusive group is the taxon assigned to the rank of family that demoted in rank from suborder to family and its includes the genus Iguana. Although this defi- subgroups are lowered in rank from family to nitional method is most apparent in the case subfamily (Fig. 1b). Under rank-based nomen- of names with standardized, rank-signifying clature, such a change in ranks would require suffixes, it also applies to names associated changing the names of the three taxa to reflect with ranks below those having standardized, the new ranks. For example, the taxon originally

138 BIOLOGICAL NOMENCLATURE FROM LINNAEUS TO THE PHYLOCODE

FIGURE 1. The Effects of Changes in Ranks under Rank-based Nomenclature. When the ranks of the three taxa are changed from suborder and family (a) to family and subfamily (b), the names of all three taxa must change to reflect the new ranks. Note that these changes occur even when the hypothesized composition of the taxa remains unchanged (as in this example). named Chamaeleonidae (with a d) would have Non-rank-based Contemporary to change its name to (with Nomenclature an n), to reflect its new rank of subfamily. The change would be more severe in the case of the Oddly, not all of contemporary nomenclature inclusive taxon, which would have to change is rank-based. At least some contemporary from Acrodonta to Chamaeleonidae. In ad- names are applied in a manner that is more dition to the taxa changing their names, the similar to the manner in which Linnaeus and names would also change their references. For other early naturalists applied them. In both example, the name Chamaeleonidae, which and zoology, the application of certain originally applied to one of the two less inclu- names is not based on ranks, and those names, sive taxa, would have to be applied to the more like those of 18th Century biology, are more inclusive taxon under the new ranks. closely associated with taxa than with ranks. In zoology, this is true for names above the This example illustrates that under rank-based rank of superfamily, which have neither stan- nomenclature, taxon names are more closely dardized, rank-signifying suffixes nor implicit associated with categorical ranks than they are rank-based definitions. Consider the case of with taxa. When the ranks of taxa are changed, “Lacertilia” (lizards, now known to be a para- taxon names retain their associations with the phyletic group), Serpentes (snakes, which original ranks, rather than retaining their asso- render lizards paraphyletic when treated as ciations with the original taxa. This situation a mutually exclusive taxon), and , implies that the rank-based system effectively a more inclusive group containing both treats the rank of a taxon as though it is more “Lacertilia” and Serpentes. Before the para- important to the concept of that taxon than phyletic “Lacertilia” was abandoned (in truth, are ideas about properties such as composi- this process has not yet been completed), some tion, diagnostic characters, or phylogenetic authors ranked these three taxa as two subor- relationships. It is therefore inconsistent with ders within an order (e.g., Romer, 1956, 1966; the widespread opinion among that Kuhn, 1966; Carroll, 1988), while others the rank of a taxon is less significant than are ranked them as two orders within a superorder those other properties.

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(e.g., Gans, 1978; Estes, 1983; Underwood, nomenclature shares several basic goals and 1967, 1971). However, because all of these methods with rank-based nomenclature. For ranks are above the level of superfamily, ap- example, both approaches have the same fun- plication of the names was not based on ranks damental goals of promoting nomenclatural but on composition and diagnostic characters. clarity and stability, to the extent that doing As a consequence, the taxa retained the same so does not interfere with the representation of names regardless of which ranking scheme new taxonomic conclusions. Both approaches was adopted. accomplish this goal by providing unambigu- ous methods for applying names to taxa and for selecting a single accepted name for each PHYLOGENETIC taxon as well as a single accepted referent tax- NOMENCLATURE on for each name. Neither approach infringes upon the judgment of taxonomists with re- The term “phylogenetic nomenclature” has spect to inferring the composition of taxa or been applied to a nomenclatural approach to assigning taxonomic ranks (contrary to a based on evolutionary principles. This ap- widely held misconception, phylogenetic no- proach ties taxon names to explicitly phyloge- menclature does not prohibit the use of ranks). netic concepts of taxa using methods that de- Furthermore, both approaches use precedence, scribe taxa in terms of common ancestry and a clear order of preference, to determine the descent. Phylogenetic nomenclature is a rela- accepted name of a taxon when synonyms or tively new approach that was first proposed in homonyms exist. Both use priority, the earli- the late 20th Century. Given the theme of the est date of publication, as the primary criterion symposium and the taxonomic focus of this for establishing precedence. And both phylo- journal, it is worth noting that this approach genetic and rank-based approaches allow a was first proposed by herpetologists (e.g., later-established name to be conserved over Gauthier et al., 1988; Estes et al., 1988; de an earlier-established one—that is, for prior- Queiroz and Gauthier, 1990, 1992, 1994). In ity to be set aside—if using the earlier name any case, the methods of phylogenetic nomen- contradicts the fundamental goal of promoting clature are inherently tree-based in that they nomenclatural stability and continuity. require phylogenetic trees (or some analogous method for describing or representing phy- Differences from Rank-based logenetic relationships) for their application. Nomenclature Phylogenetic nomenclature forms the basis of the draft Phylogenetic Code or PhyloCode The main difference between phylogenetic (Cantino and de Queiroz, 2010), a nomencla- and rank-based nomenclature concerns the tural code currently under development that methods for applying names to taxa under the represents an alternative to the rank-based alternative systems. As described above, rank- codes such as the Zoological Code (ICZN, based nomenclature uses implicit definitions 1999). that are stated in terms of taxonomic ranks. In contrast, phylogenetic nomenclature uses Similarities to Rank-based explicit definitions that are stated in terms of Nomenclature ancestry and descent, or their products, . Figure 2 illustrates the three most general Before discussing the relationships between kinds of phylogenetic definitions—termed names, taxa, and ranks in phylogenetic nomen- node-based, branch-based, and apomorphy- clature, I want to describe a few general things based—and how they relate to the compo- about this approach, which may be unfamil- nents of phylogenetic trees. For example, in iar to some readers. Importantly, phylogenetic the case of a node-based definition, a taxon

140 BIOLOGICAL NOMENCLATURE FROM LINNAEUS TO THE PHYLOCODE

FIGURE 2. Three General Types of Phylogenetic Definitions. A node-based definition (a) associates a name with the originating with the last common ancestor of two or more specified species or organisms (A and B in this example). A branch-based definition (b) associates a name with the clade originating with the first ancestor of one (or more) specified species or organisms (A) that is not an ancestor of one or more other specified species or organisms (C). An apomorphy-based definition (c) associates a name with the clade originating with the first ancestor of a specified species or (A) to evolve a specified derived character state (X). Arrows point to the node (a), branch (b), and apomorphy (c) specified by the three definitions. name is defined as referring to the clade origi- is, they do not change their associations from nating with the most recent common ancestor one taxon to another in order to remain asso- of two or more specified species or organisms ciated with the same ranks, as in rank-based (labeled A and B in Fig. 2, where the definition nomenclature. is stated in an alternative, more economical, form). As should be evident from this descrip- An example is given in Figure 3, which uses tion, the methods of phylogenetic nomencla- the same taxa, names, and ranks as the ex- ture are based on trees. In this respect, phylo- ample illustrating the effect of changes in genetic nomenclature is part of a general trend rank under rank-based nomenclature (Fig. in biology towards more explicitly tree-based 1). In this example, the original names (Fig. methods (e.g., O’Hara, 1988; Donoghue, 3a) have been defined hypothetically using 1989; Harvey et al., 1995). phylogenetic definitions employing species included within the named taxa as reference Relationships between Taxon points (which are called specifiers in the ter- Names, Taxa, and Categorical minology of phylogenetic nomenclature and function roughly analogously to the name- Ranks under Phylogenetic bearing types of rank-based nomenclature). Nomenclature The two diagrams (Fig. 3a and 3b) indicate changes in ranks without any changes in ideas As a consequence of its explicitly tree-based about phylogenetic relationships. In one case, methods, taxon names under phylogenetic the two taxa (clades) are ranked as a suborder nomenclature are more closely associated and two families (Fig. 3a); in the other, as a with taxa (conceptualized as clades or mono- family and two subfamilies (Fig. 3b). If the phyletic groups) than with categorical ranks. stated definitions are applied in the context of This situation is demonstrated by the fact that these two ranking schemes, the same names when taxa are assigned to different categori- are applied to the same clades. This is to be cal ranks (all else being equal), taxon names expected given that the application of names remain associated with the same taxa—that under phylogenetic nomenclature depends on

141 Kevin de Queiroz

FIGURE 3. The (Absence of) Effects of Changes in Ranks under Phylogenetic Nomenclature. This example uses the same taxa and ranking schemes used to illustrate the effects of changes in ranks under rank-based nomenclature (Fig. 1). However, rather than applying the names using implicit rank- based definitions, the names are applied using the following phylogenetic definitions (based on species originally included in the taxa): Agamidae = the least inclusive clade containing both guttata and ; Chamaeleonidae = the least inclusive clade containing both Brookesia superciliosa and Chamaeleo chamaeleon; Acrodonta = the least inclusive clade containing both Agama agama and Chamaeleo chamaeleon. When the ranks of the three taxa are changed from suborder and family (a) to family and subfamily (b), the names of all three taxa remain unchanged because the application of names is based on phylogenetic relationships (which have not changed) and is independent of ranks. Compare this example with the same example under rank-based nomenclature (Fig. 1), in which the names of all three taxa change. phylogenetic relationships, not on ranks, and Changing Ideas about the tree topologies are identical. The important Phylogenetic Relationships point is that the names retain their associations with the same taxa, not with the same ranks. In the example presented in the previous sec- tion, ideas about phylogenetic relationships Thus, when only ranks change, and ideas were held constant. If ideas about phyloge- about more significant biological properties netic relationships change, then the composi- (e.g., phylogenetic relationships, hypothesized tion of the taxon to which a particular name composition) do not, names in phylogenetic is applied can also change. This is the case nomenclature remain associated with the same regardless of whether names are governed taxa. In this important respect, phylogenetic by rank-based or phylogenetic nomenclature. nomenclature is like Linnaean nomenclature, Under phylogenetic nomenclature, however, but unlike rank-based nomenclature. In other such changes occur in ways that make more words, both phylogenetic nomenclature and sense with respect to the associations between nomenclature as it was practiced in the time of names and taxa (Figure 4). Linnaeus grant more importance to the asso- ciations of taxon names with taxa, rather than For example, suppose that the taxon Agamidae with ranks, which is exactly opposite to the was found to be paraphyletic relative to situation in rank-based nomenclature. Chamaeleonidae—that Agama was found to share a more recent common ancestor with Brookesia and Chamaeleo than with Leiolepis

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FIGURE 4. The Effect of Changes in Hypotheses about Phylogenetic Relationships under Rank-based (a) and Phylogenetic (b) Nomenclature. In both diagrams, grey dashed lines indicate that Agama was inferred to share a more recent common ancestor with Leiolepis than with Brookesia and Chamaeleo under an earlier phylogenetic hypothesis, while black solid lines indicate that Agama is inferred to be more closely related to Brookesia and Chamaeleo than to Leiolepis under a later hypothesis. Under rank- based nomenclature (a), one way to eliminate the paraphyletic taxon Agamidae (grey) would be to unite the two families into a single family, which would be called Chamaeleonidae according to the principle of priority. This action causes both taxa that are still considered monophyletic to change their names. Under phylogenetic nomenclature (b), using the same definitions as in Figure 3, the nameAgamidae would become a of Acrodonta. Although precedence has not been established for these two names, if Acrodonta had precedence, then neither of the taxa with the same hypothesized composition would change their names. Even if Agamidae had precedence, that name would make more sense as the name of the inclusive clade than would Chamaeleonidae given that the new phylogenetic hypothesis implies that Chamaelonidae is derived from within Agamidae rather than the reverse.

(Fig. 4). Given the principle that scientific be given a new name, and 3) the new phylo- names are to be given only to monophyletic genetic hypothesis implies (under the origi- (as opposed to paraphyletic) taxa, a possible nal ranking scheme) that Chamaeleonidae is solution under rank-based nomenclature is derived from within Agamidae, but the name to unite (lump) the two original families, change implies the opposite (in that all former Agamidae and Chamaeleonidae, into a single agamids would now be considered subgroups family (Fig. 4a). If this were to be done, then of Chamaeleonidae). the names Agamidae and Chamaeleonidae would become synonyms, because both names Phylogenetic nomenclature handles the same would then refer to the same taxon. The official situation in a way that makes more sense with name of that taxon would be Chamaeleonidae, respect to the references of names (Fig. 4b). because that name has priority (i.e., a family- Using the same definitions adopted in Figure group name based on the genus Chamaeleo 3 in the context of the new phylogenetic hy- was published before a family-group name pothesis, the names Agamidae and Acrodonta based on the genus Agama). This outcome (rather than Agamidae and Chamaeleonidae) makes little sense given that 1) the inclu- both apply to the inclusive clade and there- sive group already has a name, Acrodonta, fore become synonyms. Although precedence 2) the smaller group to which the name of Acrodonta versus Agamidae has not been Chamaeleonidae was previously applied is established (because the PhyloCode is not still thought to be monophyletic but now must yet in operation), either name makes more

143 Kevin de Queiroz sense as the name of the inclusive clade than the most important theoretical development in does Chamaeleonidae—Acrodonta because biology since the time of Linnaeus—the prin- it was previously applied to that clade, and ciple of ()—which Agamidae because the new phylogenetic hy- it uses to specify the referents of taxon names pothesis implies that the composition for- in accord with modern concepts of taxa. Thus, merly associated with that name referred to a rather than representing a challenge to the paraphyletic group originating with the same Linnaean approach to biological nomencla- ancestor (i.e., that chamaeleonids are de- ture, phylogenetic nomenclature represents rived from within Agamidae). In addition, the Linnaean wisdom updated with evolutionary name Chamaeleonidae is applied to the same principles. It therefore extends the legacy of clade to which it had been applied previously. Linnaeus and provides a fitting tribute on the Phylogenetic nomenclature thus preserves the tercentenary of his birth. associations between names and taxa better than does rank-based nomenclature not only in cases in which only ranks change but also ACKNOWLEDGMENTS in cases in which both hypothesized relation- ships and ranks change. I thank Aaron Bauer for inviting me to speak in the symposium commemorating the Linnaean tercentenary and to contribute this paper to CONCLUSIONS its proceedings. I also thank Chris Bell and two anonymous reviewers for comments on Phylogenetic nomenclature is a new approach an earlier version. As always, I am grateful to that connects taxon names to evolutionary many collaborators and colleagues for their concepts of taxa by specifying the references contributions to the development of phylo- of names in terms of common ancestry rela- genetic nomenclature and the PhyloCode, of tionships. As a consequence, taxon names are whom I wish to thank and more strongly tied to taxon concepts than to Philip Cantino in particular. categorical ranks. In this respect, phylogenet- ic nomenclature resembles nomenclature as practiced by Linnaeus and other early natural- REFERENCES ists but differs from the rank-based approach to nomenclature that underlies the current Cantino, P. D., and K. de Queiroz. 2010. Interna- codes. Of course, phylogenetic nomencla- tional Code of Phylogenetic Nomenclature. Ver- ture also differs in one very important respect sion 4c. http://www.ohiou.edu/phylocode/. from nomenclature as practiced by Linnaeus Carroll, R. L. 1988. Paleontology and and other 18th Century naturalists. Those early Evolution. W. H. Freeman and Co., New York. naturalists practiced nomenclature in the con- Daudin, F. M. 1802–1803. Histoire naturelle, gé- nérale et particulière, des reptiles. Imprimerie de text of a non-evolutionary world-view, and F. Dufart, Paris. consequently, their taxon concepts were also de Queiroz, K. 2005. Linnaean, rank-based, and non-evolutionary. In contrast, taxon concepts phylogenetic nomenclature: Restoring primacy in phylogenetic nomenclature are explicitly to the link between names and taxa. Symbolae evolutionary. Phylogenetic nomenclature thus Botanicae Upsaliensis 33:127–140. combines both Linnaean and modern com- de Queiroz, K., and J. Gauthier. 1990. Phylogeny ponents. On the one hand, it embodies the as a central principle in taxonomy: Phylogenetic wisdom of Linnaeus and his immediate suc- definitions of taxon names. Systematic Zoology cessors, who treated ranks merely as devices 39:307–322. de Queiroz, K., and J. Gauthier. 1992. Phylogenetic for representing hierarchical relationships that taxonomy. Annual Review of Ecology and Sys- had no bearing on the application or spelling tematics 23:449–480. of taxon names. On the other hand, it embraces

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