Introduction to Phylogeny
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Lecture Notes: the Mathematics of Phylogenetics
Lecture Notes: The Mathematics of Phylogenetics Elizabeth S. Allman, John A. Rhodes IAS/Park City Mathematics Institute June-July, 2005 University of Alaska Fairbanks Spring 2009, 2012, 2016 c 2005, Elizabeth S. Allman and John A. Rhodes ii Contents 1 Sequences and Molecular Evolution 3 1.1 DNA structure . .4 1.2 Mutations . .5 1.3 Aligned Orthologous Sequences . .7 2 Combinatorics of Trees I 9 2.1 Graphs and Trees . .9 2.2 Counting Binary Trees . 14 2.3 Metric Trees . 15 2.4 Ultrametric Trees and Molecular Clocks . 17 2.5 Rooting Trees with Outgroups . 18 2.6 Newick Notation . 19 2.7 Exercises . 20 3 Parsimony 25 3.1 The Parsimony Criterion . 25 3.2 The Fitch-Hartigan Algorithm . 28 3.3 Informative Characters . 33 3.4 Complexity . 35 3.5 Weighted Parsimony . 36 3.6 Recovering Minimal Extensions . 38 3.7 Further Issues . 39 3.8 Exercises . 40 4 Combinatorics of Trees II 45 4.1 Splits and Clades . 45 4.2 Refinements and Consensus Trees . 49 4.3 Quartets . 52 4.4 Supertrees . 53 4.5 Final Comments . 54 4.6 Exercises . 55 iii iv CONTENTS 5 Distance Methods 57 5.1 Dissimilarity Measures . 57 5.2 An Algorithmic Construction: UPGMA . 60 5.3 Unequal Branch Lengths . 62 5.4 The Four-point Condition . 66 5.5 The Neighbor Joining Algorithm . 70 5.6 Additional Comments . 72 5.7 Exercises . 73 6 Probabilistic Models of DNA Mutation 81 6.1 A first example . 81 6.2 Markov Models on Trees . 87 6.3 Jukes-Cantor and Kimura Models . -
In Defence of the Three-Domains of Life Paradigm P.T.S
van der Gulik et al. BMC Evolutionary Biology (2017) 17:218 DOI 10.1186/s12862-017-1059-z REVIEW Open Access In defence of the three-domains of life paradigm P.T.S. van der Gulik1*, W.D. Hoff2 and D. Speijer3* Abstract Background: Recently, important discoveries regarding the archaeon that functioned as the “host” in the merger with a bacterium that led to the eukaryotes, its “complex” nature, and its phylogenetic relationship to eukaryotes, have been reported. Based on these new insights proposals have been put forward to get rid of the three-domain Model of life, and replace it with a two-domain model. Results: We present arguments (both regarding timing, complexity, and chemical nature of specific evolutionary processes, as well as regarding genetic structure) to resist such proposals. The three-domain Model represents an accurate description of the differences at the most fundamental level of living organisms, as the eukaryotic lineage that arose from this unique merging event is distinct from both Archaea and Bacteria in a myriad of crucial ways. Conclusions: We maintain that “a natural system of organisms”, as proposed when the three-domain Model of life was introduced, should not be revised when considering the recent discoveries, however exciting they may be. Keywords: Eucarya, LECA, Phylogenetics, Eukaryogenesis, Three-domain model Background (English: domain) as a higher taxonomic level than The discovery that methanogenic microbes differ funda- regnum: introducing the three domains of cellular life, Ar- mentally from Bacteria such as Escherichia coli or Bacillus chaea, Bacteria and Eucarya. This paradigm was proposed subtilis constitutes one of the most important biological by Woese, Kandler and Wheelis in PNAS in 1990 [2]. -
Phylogenetics Topic 2: Phylogenetic and Genealogical Homology
Phylogenetics Topic 2: Phylogenetic and genealogical homology Phylogenies distinguish homology from similarity Previously, we examined how rooted phylogenies provide a framework for distinguishing similarity due to common ancestry (HOMOLOGY) from non-phylogenetic similarity (ANALOGY). Here we extend the concept of phylogenetic homology by making a further distinction between a HOMOLOGOUS CHARACTER and a HOMOLOGOUS CHARACTER STATE. This distinction is important to molecular evolution, as we often deal with data comprised of homologous characters with non-homologous character states. The figure below shows three hypothetical protein-coding nucleotide sequences (for simplicity, only three codons long) that are related to each other according to a phylogenetic tree. In the figure the nucleotide sequences are aligned to each other; in so doing we are making the implicit assumption that the characters aligned vertically are homologous characters. In the specific case of nucleotide and amino acid alignments this assumption is called POSITIONAL HOMOLOGY. Under positional homology it is implicit that a given position, say the first position in the gene sequence, was the same in the gene sequence of the common ancestor. In the figure below it is clear that some positions do not have identical character states (see red characters in figure below). In such a case the involved position is considered to be a homologous character, while the state of that character will be non-homologous where there are differences. Phylogenetic perspective on homologous characters and homologous character states ACG TAC TAA SYNAPOMORPHY: a shared derived character state in C two or more lineages. ACG TAT TAA These must be homologous in state. -
Understanding Cladistics
Understanding Cladistics Activity for Grades 5–8 Introduction Objective At the American Museum of Natural History, In this activity, students will explore cladistics and scientists use a method called cladistics to group create a cladogram of their own. animals. They look for unique features, such as a hole in the hip socket, that the animals share. Materials Animals with like features are grouped together. A • Understanding Cladistics chart, called a cladogram, shows these relationships. • A penny, nickel, dime, and quarter for each pair Using cladistics, scientists can reconstruct genealogi- of students cal relationships and can show how animals are • 6-8 dinosaurs pictures duplicated for each group, linked to one another through a long and complex downloadable from history of evolutionary changes. amnh.org/resources/rfl/pdf/dino_16_illustrations.pdf Procedure 1. Write lion, elephant, zebra, kangaroo, koala, buffalo, raccoon, and alligator. Ask students how the animals are related and what might be a good way of grouping them into sets and subsets. Discuss students responses. Tyrannosaurus rex Apatosaurus excelsus 2. Explain to students that scientists use a method extinct extinct called cladistics to determine evolutionary relation- ships among animals. They look for features that animals share, such as four limbs, hooves, or a hole in the hip socket. Animals with like features are grouped together. Scientists make a chart called a cladogram to show these relationships. 3. Tell students that they will examine the features of various coins to determine how they are related. Remind students that cladistics is used to determine relationships among organisms, and Theropoda Sauropoda Foot with three main At least 11 or more not necessarily objects. -
A Phylogenomic Analysis of Turtles ⇑ Nicholas G
Molecular Phylogenetics and Evolution 83 (2015) 250–257 Contents lists available at ScienceDirect Molecular Phylogenetics and Evolution journal homepage: www.elsevier.com/locate/ympev A phylogenomic analysis of turtles ⇑ Nicholas G. Crawford a,b,1, James F. Parham c, ,1, Anna B. Sellas a, Brant C. Faircloth d, Travis C. Glenn e, Theodore J. Papenfuss f, James B. Henderson a, Madison H. Hansen a,g, W. Brian Simison a a Center for Comparative Genomics, California Academy of Sciences, 55 Music Concourse Drive, San Francisco, CA 94118, USA b Department of Genetics, University of Pennsylvania, Philadelphia, PA 19104, USA c John D. Cooper Archaeological and Paleontological Center, Department of Geological Sciences, California State University, Fullerton, CA 92834, USA d Department of Biological Sciences, Louisiana State University, Baton Rouge, LA 70803, USA e Department of Environmental Health Science, University of Georgia, Athens, GA 30602, USA f Museum of Vertebrate Zoology, University of California, Berkeley, CA 94720, USA g Mathematical and Computational Biology Department, Harvey Mudd College, 301 Platt Boulevard, Claremont, CA 9171, USA article info abstract Article history: Molecular analyses of turtle relationships have overturned prevailing morphological hypotheses and Received 11 July 2014 prompted the development of a new taxonomy. Here we provide the first genome-scale analysis of turtle Revised 16 October 2014 phylogeny. We sequenced 2381 ultraconserved element (UCE) loci representing a total of 1,718,154 bp of Accepted 28 October 2014 aligned sequence. Our sampling includes 32 turtle taxa representing all 14 recognized turtle families and Available online 4 November 2014 an additional six outgroups. Maximum likelihood, Bayesian, and species tree methods produce a single resolved phylogeny. -
Phylogenetic Comparative Methods: a User's Guide for Paleontologists
Phylogenetic Comparative Methods: A User’s Guide for Paleontologists Laura C. Soul - Department of Paleobiology, National Museum of Natural History, Smithsonian Institution, Washington, DC, USA David F. Wright - Division of Paleontology, American Museum of Natural History, Central Park West at 79th Street, New York, New York 10024, USA and Department of Paleobiology, National Museum of Natural History, Smithsonian Institution, Washington, DC, USA Abstract. Recent advances in statistical approaches called Phylogenetic Comparative Methods (PCMs) have provided paleontologists with a powerful set of analytical tools for investigating evolutionary tempo and mode in fossil lineages. However, attempts to integrate PCMs with fossil data often present workers with practical challenges or unfamiliar literature. In this paper, we present guides to the theory behind, and application of, PCMs with fossil taxa. Based on an empirical dataset of Paleozoic crinoids, we present example analyses to illustrate common applications of PCMs to fossil data, including investigating patterns of correlated trait evolution, and macroevolutionary models of morphological change. We emphasize the importance of accounting for sources of uncertainty, and discuss how to evaluate model fit and adequacy. Finally, we discuss several promising methods for modelling heterogenous evolutionary dynamics with fossil phylogenies. Integrating phylogeny-based approaches with the fossil record provides a rigorous, quantitative perspective to understanding key patterns in the history of life. 1. Introduction A fundamental prediction of biological evolution is that a species will most commonly share many characteristics with lineages from which it has recently diverged, and fewer characteristics with lineages from which it diverged further in the past. This principle, which results from descent with modification, is one of the most basic in biology (Darwin 1859). -
Phylogenetic Definitions in the Pre-Phylocode Era; Implications for Naming Clades Under the Phylocode
PaleoBios 27(1):1–6, April 30, 2007 © 2006 University of California Museum of Paleontology Phylogenetic definitions in the pre-PhyloCode era; implications for naming clades under the PhyloCode MiChAel P. TAylor Palaeobiology research Group, School of earth and environmental Sciences, University of Portsmouth, Portsmouth Po1 3Ql, UK; [email protected] The last twenty years of work on phylogenetic nomenclature have given rise to many names and definitions that are now considered suboptimal. in formulating permanent definitions under the PhyloCode when it is implemented, it will be necessary to evaluate the corpus of existing names and make judgements about which to establish and which to discard. This is not straightforward, because early definitions are often inexplicit and ambiguous, generally do not meet the requirements of the PhyloCode, and in some cases may not be easily recognizable as phylogenetic definitions at all. recognition of synonyms is also complicated by the use of different kinds of specifiers (species, specimens, clades, genera, suprageneric rank-based names, and vernacular names) and by definitions whose content changes under different phylogenetic hypotheses. in light of these difficulties, five principles are suggested to guide the interpreta- tion of pre-PhyloCode clade-names and to inform the process of naming clades under the PhyloCode: (1) do not recognize “accidental” definitions; (2) malformed definitions should be interpreted according to the intention of the author when and where this is obvious; (3) apomorphy-based and other definitions must be recognized as well as node-based and stem-based definitions; (4) definitions using any kind of specifier taxon should be recognized; and (5) priority of synonyms and homonyms should guide but not prescribe. -
Diversity-Dependent Cladogenesis Throughout Western Mexico: Evolutionary Biogeography of Rattlesnakes (Viperidae: Crotalinae: Crotalus and Sistrurus)
City University of New York (CUNY) CUNY Academic Works Publications and Research New York City College of Technology 2016 Diversity-dependent cladogenesis throughout western Mexico: Evolutionary biogeography of rattlesnakes (Viperidae: Crotalinae: Crotalus and Sistrurus) Christopher Blair CUNY New York City College of Technology Santiago Sánchez-Ramírez University of Toronto How does access to this work benefit ou?y Let us know! More information about this work at: https://academicworks.cuny.edu/ny_pubs/344 Discover additional works at: https://academicworks.cuny.edu This work is made publicly available by the City University of New York (CUNY). Contact: [email protected] 1Blair, C., Sánchez-Ramírez, S., 2016. Diversity-dependent cladogenesis throughout 2 western Mexico: Evolutionary biogeography of rattlesnakes (Viperidae: Crotalinae: 3 Crotalus and Sistrurus ). Molecular Phylogenetics and Evolution 97, 145–154. 4 https://doi.org/10.1016/j.ympev.2015.12.020. © 2016. This manuscript version is made 5 available under the CC-BY-NC-ND 4.0 license. 6 7 8 Diversity-dependent cladogenesis throughout western Mexico: evolutionary 9 biogeography of rattlesnakes (Viperidae: Crotalinae: Crotalus and Sistrurus) 10 11 12 CHRISTOPHER BLAIR1*, SANTIAGO SÁNCHEZ-RAMÍREZ2,3,4 13 14 15 1Department of Biological Sciences, New York City College of Technology, Biology PhD 16 Program, Graduate Center, The City University of New York, 300 Jay Street, Brooklyn, 17 NY 11201, USA. 18 2Department of Ecology and Evolutionary Biology, University of Toronto, 25 Willcocks 19 Street, Toronto, ON, M5S 3B2, Canada. 20 3Department of Natural History, Royal Ontario Museum, 100 Queen’s Park, Toronto, 21 ON, M5S 2C6, Canada. 22 4Present address: Environmental Genomics Group, Max Planck Institute for 23 Evolutionary Biology, August-Thienemann-Str. -
A Phylogenetic Analysis of the Basal Ornithischia (Reptilia, Dinosauria)
A PHYLOGENETIC ANALYSIS OF THE BASAL ORNITHISCHIA (REPTILIA, DINOSAURIA) Marc Richard Spencer A Thesis Submitted to the Graduate College of Bowling Green State University in partial fulfillment of the requirements of the degree of MASTER OF SCIENCE December 2007 Committee: Margaret M. Yacobucci, Advisor Don C. Steinker Daniel M. Pavuk © 2007 Marc Richard Spencer All Rights Reserved iii ABSTRACT Margaret M. Yacobucci, Advisor The placement of Lesothosaurus diagnosticus and the Heterodontosauridae within the Ornithischia has been problematic. Historically, Lesothosaurus has been regarded as a basal ornithischian dinosaur, the sister taxon to the Genasauria. Recent phylogenetic analyses, however, have placed Lesothosaurus as a more derived ornithischian within the Genasauria. The Fabrosauridae, of which Lesothosaurus was considered a member, has never been phylogenetically corroborated and has been considered a paraphyletic assemblage. Prior to recent phylogenetic analyses, the problematic Heterodontosauridae was placed within the Ornithopoda as the sister taxon to the Euornithopoda. The heterodontosaurids have also been considered as the basal member of the Cerapoda (Ornithopoda + Marginocephalia), the sister taxon to the Marginocephalia, and as the sister taxon to the Genasauria. To reevaluate the placement of these taxa, along with other basal ornithischians and more derived subclades, a phylogenetic analysis of 19 taxonomic units, including two outgroup taxa, was performed. Analysis of 97 characters and their associated character states culled, modified, and/or rescored from published literature based on published descriptions, produced four most parsimonious trees. Consistency and retention indices were calculated and a bootstrap analysis was performed to determine the relative support for the resultant phylogeny. The Ornithischia was recovered with Pisanosaurus as its basalmost member. -
Introduction to Darwin's Theory
plenty of clues. Scientists from many different concepts. We’ll introduce them here, and examine fields try to piece these clues together to come them in more detail later on. In the Origin of up with possible explanations. Darwin, himself, Species, Charles Darwin formulated a theory with looked at many different lines of evidence as he two main claims. constructed his theory. He considered biogeog- The first claim became known as the Theory raphy (how organisms were distributed over the of Universal Common Descent.3 This is the idea Earth’s surface). He also looked at comparative that every creature on Earth is ultimately descend- anatomy (how species resembled each other) and ed from a single common ancestor somewhere in embryology (how organisms develop). Darwin the distant past. This theory paints a picture of also examined fossils—the mineralized remains the history of life on earth—a picture of a great of once-living organisms. branching tree. Darwin envisioned this “Tree of Using the clues from each of these areas, Life” beginning as a simple one-celled organism Darwin formulated his theory. that gradually developed and changed over many generations into new and more complex living Introduction to Darwin’s Theory forms. The first one-celled organism represented To understand this book and the issues involved the root or trunk of the Tree of Life; the new in the discussion, you’ll need to know a few key forms that developed from it were the branches. The theory’s second main claim has to do with the biological process he thought was responsible for this branching pattern. -
1 Integrative Biology 200 "PRINCIPLES OF
Integrative Biology 200 "PRINCIPLES OF PHYLOGENETICS" Spring 2018 University of California, Berkeley B.D. Mishler March 14, 2018. Classification II: Phylogenetic taxonomy including incorporation of fossils; PhyloCode I. Phylogenetic Taxonomy - the argument for rank-free classification A number of recent calls have been made for the reformation of the Linnaean hierarchy (e.g., De Queiroz & Gauthier, 1992). These authors have emphasized that the existing system is based in a non-evolutionary world-view; the roots of the Linnaean hierarchy are in a specially- created world-view. Perhaps the idea of fixed, comparable ranks made some sense under that view, but under an evolutionary world view they don't make sense. There are several problems with the current nomenclatorial system: 1. The current system, with its single type for a name, cannot be used to precisely name a clade. E.g., you may name a family based on a certain type specimen, and even if you were clear about what node you meant to name in your original publication, the exact phylogenetic application of your name would not be clear subsequently, after new clades are added. 2. There are not nearly enough ranks to name the thousands of levels of monophyletic groups in the tree of life. Therefore people are increasingly using informal rank-free names for higher- level nodes, but without any clear, formal specification of what clade is meant. 3. Most aspects of the current code, including priority, revolve around the ranks, which leads to instability of usage. For example, when a change in relationships is discovered, several names often need to be changed to adjust, including those of groups whose circumscription has not changed. -
Character Analysis in Cladistics: Abstraction, Reification, and the Search for Objectivity
Acta Biotheor (2009) 57:129–162 DOI 10.1007/s10441-008-9064-7 REGULAR ARTICLE Character Analysis in Cladistics: Abstraction, Reification, and the Search for Objectivity Rasmus Grønfeldt Winther Received: 10 October 2008 / Accepted: 17 October 2008 / Published online: 7 January 2009 Ó Springer Science+Business Media B.V. 2009 Abstract The dangers of character reification for cladistic inference are explored. The identification and analysis of characters always involves theory-laden abstraction—there is no theory-free ‘‘view from nowhere.’’ Given theory-ladenness, and given a real world with actual objects and processes, how can we separate robustly real biological characters from uncritically reified characters? One way to avoid reification is through the employment of objectivity criteria that give us good methods for identifying robust primary homology statements. I identify six such criteria and explore each with examples. Ultimately, it is important to minimize character reification, because poor character analysis leads to dismal cladograms, even when proper phylogenetic analysis is employed. Given the deep and systemic problems associated with character reification, it is ironic that philosophers have focused almost entirely on phylogenetic analysis and neglected character analysis. Keywords Characters Á Cladistics Á Phylogenetics Á Morphology Á Abstraction Á Reification Á Biological theory Á Epistemology Á Causation How are we to recognize the ‘‘true’’ characters of organisms rather than imposing upon them arbitrary divisions that obscure the very processes that we seek to understand? …No issue is of greater importance in the study of biology. –Lewontin 2001, p. xvii Are characters natural units or artifacts of observation and description? In both systematics and ecology, there is often a considerable gulf between observables and the units that play causal roles in our models.