Reconstructing 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 . -
Species Concepts Should Not Conflict with Evolutionary History, but Often Do
ARTICLE IN PRESS Stud. Hist. Phil. Biol. & Biomed. Sci. xxx (2008) xxx–xxx Contents lists available at ScienceDirect Stud. Hist. Phil. Biol. & Biomed. Sci. journal homepage: www.elsevier.com/locate/shpsc Species concepts should not conflict with evolutionary history, but often do Joel D. Velasco Department of Philosophy, University of Wisconsin-Madison, 5185 White Hall, 600 North Park St., Madison, WI 53719, USA Department of Philosophy, Building 90, Stanford University, Stanford, CA 94305, USA article info abstract Keywords: Many phylogenetic systematists have criticized the Biological Species Concept (BSC) because it distorts Biological Species Concept evolutionary history. While defences against this particular criticism have been attempted, I argue that Phylogenetic Species Concept these responses are unsuccessful. In addition, I argue that the source of this problem leads to previously Phylogenetic Trees unappreciated, and deeper, fatal objections. These objections to the BSC also straightforwardly apply to Taxonomy other species concepts that are not defined by genealogical history. What is missing from many previous discussions is the fact that the Tree of Life, which represents phylogenetic history, is independent of our choice of species concept. Some species concepts are consistent with species having unique positions on the Tree while others, including the BSC, are not. Since representing history is of primary importance in evolutionary biology, these problems lead to the conclusion that the BSC, along with many other species concepts, are unacceptable. If species are to be taxa used in phylogenetic inferences, we need a history- based species concept. Ó 2008 Elsevier Ltd. All rights reserved. When citing this paper, please use the full journal title Studies in History and Philosophy of Biological and Biomedical Sciences 1. -
Orangutan…Taxonomy…And…Nomenclature
«««« ORANGUTAN…TAXONOMY…AND…NOMENCLATURE« « Craig«D em itros« « The«taxonom y«of«the«orangutan«has«been«confusing«and«is«still«the«subject«of« m uch«debate.«Q uestions«at«the«specific«and«subspecific«level«are«still«being« investigated«(Courtenay«et«al.«1988).«The«follow ing«taxonom ic«inform ation«is« taken«prim arily«from «G roves,«1971.« « H IG H ER«LEVEL«TAXO N O M Y:« O rder:«Prim ates« Suborder:«A nthropoidea« Superfam ily:«H om inoidea« Fam ily:«Pongidae«(Includes«extant«genera«Pan,…Gorilla…and…Pongo).« « H ISTO RICA L«TAXO N O M Y«AT«TH E«G EN U S«A N D «G EN U S«SPECIES«LEVEL:«« G enus« Pongo«Lacepede,«1799.« O urangus«Zim m erm an,«1777«(N am e«invalidated).« « G enus«species«(Pongo…pygm aeus«H oppius,«1763).« Sim ia…pygm aeus«H oppius,«1763.««Type«locality«Sum atra.« Sim ia…satyrus«Linnaeus,«1766.« O urangus…outangus«Zim m erm an,«1777.« Pongo…borneo«Lacepede,«1799.««Type«locality«Borneo.« Sim ia…Agrais«Schreber,«1779.««Type«locality«Borneo.« Pongo…W urm bii«Tiedem ann,«1808.««Type«locality«Borneo.« Pongo…Abelii«Lesson,«1827.««Type«locality«Sum atra.« Sim ia…M orio«O w en,«1836.««Type«locality«Borneo.« Pithecus…bicolor«I.«G eoffroy,«1841.««Type«locality«Sum atra.« Sim ia…Gargantica«Pearson,«1841.««Type«locality«Sum atra.« Pithecus…brookei«Blyth,«1853.««Type«locality«Saraw ak.« Pithecus…ow enii«Blyth,«1853.««Type«locality«Saraw ak.« Pithecus…curtus«Blyth,«1855.««Type«locality«Saraw ak.« Satyrus…Knekias«M eyer,«1856.««Type«locality«Borneo.« Pithecus…W allichii«G ray,«1870.««Type«locality«Borneo.« Pithecus…sum atranus«Selenka,«1896.««Type«locality«Sum atra.« Pongo…pygm aeus«Rothschild,«1904.««First«use«of«this«com bination.« Ptihecus…w allacei«Elliot,«1913.««Type«locality«Borneo.« « CURRENT…TAXONOMY« « The«current«and«m ost«accepted«taxonom y«of«the«G enus«Pongo«includes«one« species«Pongo…pygm aeus«and«tw o«subspecies«P.p.…pygm aeus«(the«Bornean« subspecies)«and«P.p.…abelii«(the«Sum atran«subspecies)«(Bem m el«1968;«Jones« 1969;«G roves«1971;«Jacobshagen«1979;«Seuarez«et«al.«1979«and«G roves«1993).« 5« « . -
Studbook Gibbons 07
European Studbook Number 2 (data 31.12.2006) Edited by Pierre Moisson & Mélanie Berthet Northern White-cheeked Gibbon - Nomascus leucogenys Southern White-cheeked Gibbon - Nomascus siki Red-cheeked Gibbon - Nomascus gabriellae With Nutrition guidelines by David Gomis and a summary of Hylobatidae diseases 1 Nutrition guidelines for “Concolor” gibbons by David Gomis, DVM, with the collaboration of Sara De Michelis, PhD ; Thijs Flahou, DVM ; Lise Turner, DVM. These nutritional guidelines can also be used for other Hylobatidae species, except perhaps Siamangs. Part of this work was undertaken in 2005 by L. Turner for her veterinary thesis (Cf. 9- Ref. 84) and more recently in 2006-2007 with T. Flahou for the Mulhouse Zoo Dietary Manual publication. 1- Introduction: The present guidelines have been written in response to a lack of research and published informations on Nomascus subspecies diets. Meeting the nutritional needs of gibbons is essential to assure their survival and their reproduction in captivity. Present guidelines are not nutrition recommendations, but a first evaluation done in Mulhouse Zoo. Our Zoo has experience with keeping and breeding gibbons since 1961, and even if their nutrition doesn’t seem to represent a real difficulty compared to other non human primates, the diets have been improved over these 46 years. Therefore this work does not pretend to be exhaustive. Hopefully it would initiate some more nutrition research and coordination among zoos, with the objective of improving the database. Zoo animal nutrition is increasingly being recognised as a specialty: knowledge available is increasing too. The first aim of this study was to provide a database, useful for the development of diets for “Concolor” gibbons, as objectively as possible: with this purpose, we synthetized the few data we could collect on “Concolor” gibbons’ diets and nutrient requirements. -
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). -
Phylogeny Codon Models • Last Lecture: Poor Man’S Way of Calculating Dn/Ds (Ka/Ks) • Tabulate Synonymous/Non-Synonymous Substitutions • Normalize by the Possibilities
Phylogeny Codon models • Last lecture: poor man’s way of calculating dN/dS (Ka/Ks) • Tabulate synonymous/non-synonymous substitutions • Normalize by the possibilities • Transform to genetic distance KJC or Kk2p • In reality we use codon model • Amino acid substitution rates meet nucleotide models • Codon(nucleotide triplet) Codon model parameterization Stop codons are not allowed, reducing the matrix from 64x64 to 61x61 The entire codon matrix can be parameterized using: κ kappa, the transition/transversionratio ω omega, the dN/dS ratio – optimizing this parameter gives the an estimate of selection force πj the equilibrium codon frequency of codon j (Goldman and Yang. MBE 1994) Empirical codon substitution matrix Observations: Instantaneous rates of double nucleotide changes seem to be non-zero There should be a mechanism for mutating 2 adjacent nucleotides at once! (Kosiol and Goldman) • • Phylogeny • • Last lecture: Inferring distance from Phylogenetic trees given an alignment How to infer trees and distance distance How do we infer trees given an alignment • • Branch length Topology d 6-p E 6'B o F P Edo 3 vvi"oH!.- !fi*+nYolF r66HiH- .) Od-:oXP m a^--'*A ]9; E F: i ts X o Q I E itl Fl xo_-+,<Po r! UoaQrj*l.AP-^PA NJ o - +p-5 H .lXei:i'tH 'i,x+<ox;+x"'o 4 + = '" I = 9o FF^' ^X i! .poxHo dF*x€;. lqEgrE x< f <QrDGYa u5l =.ID * c 3 < 6+6_ y+ltl+5<->-^Hry ni F.O+O* E 3E E-f e= FaFO;o E rH y hl o < H ! E Y P /-)^\-B 91 X-6p-a' 6J. -
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. -
Congruence of Morphologically-Defined Genera with Molecular Phylogenies
Congruence of morphologically-defined genera with molecular phylogenies David Jablonskia,1 and John A. Finarellib,c aDepartment of Geophysical Sciences, University of Chicago, 5734 South Ellis Avenue, Chicago, IL 60637; bDepartment of Geological Sciences, University of Michigan, 2534 C. C. Little Building, 1100 North University Avenue, Ann Arbor, MI 48109; and cUniversity of Michigan Museum of Paleontology, 1529 Ruthven Museum, 1109 Geddes Road, Ann Arbor, MI 48109 Communicated by James W. Valentine, University of California, Berkeley, CA, March 24, 2009 (received for review December 4, 2008) Morphologically-defined mammalian and molluscan genera (herein ‘‘morphogenera’’) are significantly more likely to be mono- ABCDEHI J GFKLMNOPQRST phyletic relative to molecular phylogenies than random, under 3 different models of expected monophyly rates: Ϸ63% of 425 surveyed morphogenera are monophyletic and 19% are polyphyl- etic, although certain groups appear to be problematic (e.g., nonmarine, unionoid bivalves). Compiled nonmonophyly rates are probably extreme values, because molecular analyses have fo- cused on ‘‘problem’’ taxa, and molecular topologies (treated herein as error-free) contain contradictory groupings across analyses for 10% of molluscan morphogenera and 37% of mammalian mor- phogenera. Both body size and geographic range, 2 key macro- evolutionary and macroecological variables, show significant rank correlations between values for morphogenera and molecularly- defined clades, even when strictly monophyletic morphogenera EVOLUTION are excluded from analyses. Thus, although morphogenera can be imperfect reflections of phylogeny, large-scale statistical treat- ments of diversity dynamics or macroevolutionary variables in time and space are unlikely to be misleading. biogeography ͉ body size ͉ macroecology ͉ macroevolution ͉ systematics Fig. 1. Diagrammatic representations of monophyletic, uniparaphyletic, multiparaphyletic, and polyphyletic morphogenera. -
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. -
Genetic Divergence and Polyphyly in the Octocoral Genus Swiftia [Cnidaria: Octocorallia], Including a Species Impacted by the DWH Oil Spill
diversity Article Genetic Divergence and Polyphyly in the Octocoral Genus Swiftia [Cnidaria: Octocorallia], Including a Species Impacted by the DWH Oil Spill Janessy Frometa 1,2,* , Peter J. Etnoyer 2, Andrea M. Quattrini 3, Santiago Herrera 4 and Thomas W. Greig 2 1 CSS Dynamac, Inc., 10301 Democracy Lane, Suite 300, Fairfax, VA 22030, USA 2 Hollings Marine Laboratory, NOAA National Centers for Coastal Ocean Sciences, National Ocean Service, National Oceanic and Atmospheric Administration, 331 Fort Johnson Rd, Charleston, SC 29412, USA; [email protected] (P.J.E.); [email protected] (T.W.G.) 3 Department of Invertebrate Zoology, National Museum of Natural History, Smithsonian Institution, 10th and Constitution Ave NW, Washington, DC 20560, USA; [email protected] 4 Department of Biological Sciences, Lehigh University, 111 Research Dr, Bethlehem, PA 18015, USA; [email protected] * Correspondence: [email protected] Abstract: Mesophotic coral ecosystems (MCEs) are recognized around the world as diverse and ecologically important habitats. In the northern Gulf of Mexico (GoMx), MCEs are rocky reefs with abundant black corals and octocorals, including the species Swiftia exserta. Surveys following the Deepwater Horizon (DWH) oil spill in 2010 revealed significant injury to these and other species, the restoration of which requires an in-depth understanding of the biology, ecology, and genetic diversity of each species. To support a larger population connectivity study of impacted octocorals in the Citation: Frometa, J.; Etnoyer, P.J.; GoMx, this study combined sequences of mtMutS and nuclear 28S rDNA to confirm the identity Quattrini, A.M.; Herrera, S.; Greig, Swiftia T.W. -
Sciurid Phylogeny and the Paraphyly of Holarctic Ground Squirrels (Spermophilus)
MOLECULAR PHYLOGENETICS AND EVOLUTION Molecular Phylogenetics and Evolution 31 (2004) 1015–1030 www.elsevier.com/locate/ympev Sciurid phylogeny and the paraphyly of Holarctic ground squirrels (Spermophilus) Matthew D. Herron, Todd A. Castoe, and Christopher L. Parkinson* Department of Biology, University of Central Florida, 4000 Central Florida Blvd., Orlando, FL 32816-2368, USA Received 26 May 2003; revised 11 September 2003 Abstract The squirrel family, Sciuridae, is one of the largest and most widely dispersed families of mammals. In spite of the wide dis- tribution and conspicuousness of this group, phylogenetic relationships remain poorly understood. We used DNA sequence data from the mitochondrial cytochrome b gene of 114 species in 21 genera to infer phylogenetic relationships among sciurids based on maximum parsimony and Bayesian phylogenetic methods. Although we evaluated more complex alternative models of nucleotide substitution to reconstruct Bayesian phylogenies, none provided a better fit to the data than the GTR + G + I model. We used the reconstructed phylogenies to evaluate the current taxonomy of the Sciuridae. At essentially all levels of relationships, we found the phylogeny of squirrels to be in substantial conflict with the current taxonomy. At the highest level, the flying squirrels do not represent a basal divergence, and the current division of Sciuridae into two subfamilies is therefore not phylogenetically informative. At the tribal level, the Neotropical pygmy squirrel, Sciurillus, represents a basal divergence and is not closely related to the other members of the tribe Sciurini. At the genus level, the sciurine genus Sciurus is paraphyletic with respect to the dwarf squirrels (Microsciurus), and the Holarctic ground squirrels (Spermophilus) are paraphyletic with respect to antelope squirrels (Ammosper- mophilus), prairie dogs (Cynomys), and marmots (Marmota).