Higher Classification

Do species share similarities, or roles in an ecosystem, due to selective evolutionary pressures – or simply due to shared ancestry? Today we explore the vocabulary of relatedness, allowing us to express how taxa are related – a cornerstone of evolutionary biology.

Zhaxybayeva & Gogarten

Morphological classification

  • Do Vermin, Vermes and Vertebrates make 'good' groups for classification?

Natural groups

A phylogeny is the evolutionary history of a lineage, most clearly represented as a phylogenetic tree. A tree implies a number of branching points (nodes), corresponding to cladogenesis: one lineage becoming two. Between each pair of branching points is a branch, corresponding to some period of evolutionary time, in which a lineage may have accumulated morphological change.

Morphological changes that arise once (i.e. on a single branch) and are retained in all descendants are the backbone of phylogenetic reconstruction. Such characters define a monophyletic group (from greek mono-, single, -phylum, tribe; also referred to as a clade), which comprises a single common ancestor and all its descendants. A paraphyletic group contains a common ancestor and some, but not all, of its descendants, whereas a polyphyletic group (many-tribes) comprises lots of different groups, but not their common ancestor.

Test your understanding

  • What sort of group is: fish?
  • Monophyletic
  • Paraphyletic
  • Polyphyletic
fish
  • What sort of group is: 'flying animals'?
  • Monophyletic
  • Paraphyletic
  • Polyphyletic
Flying animals
  • What sort of group is: birds?
  • Monophyletic
  • Paraphyletic
  • Polyphyletic
birds
  • What sort of group is: life?
  • Monophyletic
  • Paraphyletic
  • Polyphyletic
life
  • What sort of group is: worms?
  • Monophyletic
  • Paraphyletic
  • Polyphyletic
worms
  • What sort of group is: dinosaurs?
  • Monophyletic
  • Paraphyletic
  • Polyphyletic
dinosaurs
Marsh Trees by Mike Page

Cladistic classification

Tree thinking

If you're not familiar with reading phylogenetic trees, it's worth becoming so.

Baum et al.'s 'Tree thinking challenge' is a handy primer.; Forey's Introduction to cladistics goes a little deeper.

In short, relatedness should be calculated by looking for a most recent common ancestor. Everything descended from an ancestor is more closely related to each other than to anything that doesn't share that ancestor.

Baum et al: tree thinking challenge
  • On the basis of the tree on the left, is the frog more closely related to the fish or the human? Does the tree on the right change your mind?
  • The fish
  • The human

Fossils, particularly old ones, are often harder than living taxa to classify. This is because, on account of their ‘primitive’ condition, they often lack some or all of the key characters that identify a modern group. (Cladogenesis is not necessarily accompanied by immediate morphological change.) Rigid Linnean terms – the hierarchy of kingdom, phylum, class, order, family, genus and species – lack the flexibility to accommodate early offshoots of the evolutionary lineages leading to extant clades.

The stem group concept is what allows ‘transitional forms’ at the ‘fuzzy edges’ of categories that are defined based on living taxa to be related to a rigid hierarchical system.

  • Classify the fossil taxon represented by the green flag [ ] in the figure. What characters support this classification?
  • Stem-group primate
  • Stem-group (rodents + rabbits)
  • Stem-group mammal
  • Stem-group tetrapod ('four-legs')
  • Classify the fossil taxon represented by the orange flag [ ] in the figure. What characters support this classification?
  • Stem-group amphibian
  • Stem-group mammal
  • Stem-group reptile
  • Stem-group tetrapod ('four-legs')
  • Stem-group fish
Credit: University of California Museum of Paleontology's Understanding Evolution (http://evolution.berkeley.edu)

Defining the ranks

How are the higher taxa defined? Linnaeus (1735) might almost have used the aisles of his local pet shop to define his six ‘body plans’. Cuvier (1817) emphasized the disparity of Linnaeus’s “Vermes”, instead using the pre-Darwinian concept of a “chain of being” to classify organisms by complexity, and thus sophistication – with man just one step lower than the angels.

Until the 1990s, groups were defined based on a shared evolutionary history, inferred from shared homologous features – for example, body segmentation. But morphological characteristics are prone to convergent evolution: similar features – indeed similar overall morphologies – may arise in distantly related organisms in response to similar physical, environmental or ecological pressures. In the new age of cheap molecular sequencing, some long-standing relationships have been overturned on the basis of shared genetic sequences that can only be so similar (we assume) if they were inherited from a common ancestor.

How different do things need to look before they are different phyla / classes / orders? There’s no hard and fast rules, but higher taxa seem nevertheless to be useful units of study.

Consider the pros and cons of using different taxonomic levels to gauge diversity. What sort of diversity might a rank capture? How might definitional uncertainties bias a count?

  • What does the number of different phyla tell us about an assemblage?
  • What does the number of different species tell us about an assemblage?
  • What does the number of different genera tell us about an assemblage?
Adiel Klompfmaker.

Ecological classification

Phenetics aims to group taxa according to their similarity, rather than their evolutionary relationships. Taxa that look similar are grouped together, whether or not their similarity is inherited from a common ancestor. (For this reason, phenetic groups are often polyphyletic.) Phenetics can sometimes get a bad press, and there is no consistent framework for ‘phenetic classification’, but it offers a neat way of exploring how the nature of organisms has changed through time.

Organisms might be grouped by morphological similarity, or by ecological similarity. A fundamental ecological distinction might be made between autotrophs (self-feeding – often photosynthetic) and heterotrophs (other-feeding – grazers or predators, perhaps). A more nuanced ecological classification uses three primary dimensions of tiering, feeding and motility, which can be exploded into a 6×6×6 cube; the occupancy of this cube through time offers an interesting window on how ecological possibility has been more thoroughly explored through the Phanerozoic. An equivalent endeavour is the mapping of disparity (diversity of form) through time. On a finer scale still, an ecosystem might be divided into individual niches – particular living conditions – with each niche occupied by a distinct species that is adapted for that particular niche. Communities that look very different – perhaps separated by space or time – may have a similar underlying ecological structure; equivalent niches may have different occupants yet the overall structure of the ecosystem may be the same.

  • Why might large-scale trends in ecological and taxonomic diversity be decoupled? Would you expect to see the same pattern at lower taxonomic / ecological ranks?

Recap

Here are some optional long-form questions to help cement your understanding of this week's content.

  • What are the advantages and disadvantages to the three main approaches to classification?
  • How might our perpsectives on diversity differ under (i) a Linnean, rank-based approach to classification; (ii) a cladistic, stem-and-crown approach to classification?

Reminder: Lab notebook required

For the practical session, and the Wenlock exercise, you'll need to obtain a lab notebook. This needn't be anything fancy – any bound A4 notebook will do – but you may have or develop your own preferences – some students like particular combinations of squared, lined and blank pages, for example. Oxford Black n' red are long-standing favourites.

Questions

Propose and vote for questions or topics to cover during the face-to-face session.

Suggestions for further reading

  • Baum DA, Smith SD, Donovan SSS. 2005. "The tree-thinking challenge." Science 310: 979–80.
  • Bell G. “The evolution of life”. OUP. Chapter 3.
  • Budd G. 2001. Climbing life’s tree. Nature 412: 487.
  • Hejnol A., Dunn C.W. 2016. Animal evolution: are phyla real? Curr. Biol. 26:R424–R426.