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Reading List 4
The required readings are marked with two asterisks**. Highly recommended readings
are marked with one asterisk*; the rest are for background information and to allow
you an entrance into the literature.

Feb 7-16: Morphological data [ontogeny & morphometrics]


Adams, D.C. and M.S. Rosenberg. 1998. Partial warps, phylogeny, and ontogeny: A comment on Fink and Zelditch (1995). SYST BIOL 47: (1) 168-173.


Arnold, E. N. 1990. Why do morphological phylogenies vary in quality? An investigation based on comparative history of lizard clades. Proc. R. Soc. Lond., Ser. B 240:135-172.


Bang, R., R. DeSalle, and W. Wheeler. 2000. Transformationalism, taxism, and developemntal biology in systematics. Systematic Biology 49: 19-27.


Baker, R. H. and Wilkinson, G. S. 2001. Phylogenetic analysis of secual dimorphism and eye-span allometry in stalk-eyed flies (Diopsidae). Evolution 55: 1373-1385.


Bookstein, F. L. 1982. Foundations of morphometrics. Ann. Rev. Ecol. Syst. 13:451-470.


Bookstein, F. L. 1991. Morphometric Tools for Landmark Data. Geometry and Biology. Cambridge Univ. Press.


Bookstein, F.L. 1998. A hundred years of morphometrics. ACTA ZOOL ACAD SCI H 44: (1-2) 7-59.


Bookstein, F., B. Chernoff, R. Elder, J. Humphries, G. Smith & R. Strauss. 1985. Morphometrics in Evolutionary Biology. Spec. Pub. 15. Acad. Nat. Sci. Philadelphia.


Briggs, Derek E. G.; Fortey, Richard A. Wonderful strife: systematics, stem groups, and the phylogenetic signal of the Cambrian radiation. Paleobiology 31 (2, Suppl. S) : 94-112 2005


Clark, R.B. 1977. Phylogenetic reconstruction. Vehr. deutsch. zool. Ges. 1977, 175-181.


Collazo, A. 2000. Developmental variation, homology, and the pharyngula stage. Systematic Biology 49: 3-18.


Davis, J. I. 1983. Phenotypic plasticity and the selection of taxonomic characters in Puccinellia (Poaceae). Syst. Bot. 8:341-353.


Donoghue, M. J., J. A. Doyle, J. Gauthier, A. Kluge and T. Rowe. 1989. The importance of fossils in phylogeny reconstruction. Annu. Rev. Ecol. Syst. 20:431-460.


Duarte, L. C., L. R. Monteiro, F. J. Von Zuben, S. F. Dos Reis. 2000. Variation in mandible shape in Thrichomys apereoides (Mammalia: Rodentia): geometric morphometric analysis of a complex morphological Structure. Systematic Biology 49: 563-578.


Finarelli, John A.; Clyde, William C. Reassessing hominoid phylogeny: evaluating congruence in the morphological and temporal data. Paleobiology 30 (4) : 614-651 Autumn 2004


Fink, W. L. 1988. Phylogenetic analysis and the detection of ontogenetic patterns. pp. 71-91 in M. L. McKinney (ed.) Heterochrony in Evolution. Plenum Press, New York.


Fink, W.L. and M.L. Zelditch. 1995. Phylogenetic analysis of ontogenetic shape transformations: a reassessment of the Piranha genus Pygocentrus (Teleostei). Syst. Biol. 44(3):343-360.


Fisher, D.C. 1985. Evolutionary morphology: beyond the analogous, the anecdotal, and the ad hoc. Paleobiology 11:120-138.


Gaubert, Philippe; Wozencraft, W. Chris; Cordeiro-Estrela, Pedro, et al. Mosaics of convergences and noise in morphological phylogenies: What's in a viverrid-like carnivoran?. Systematic Biology 54 (6) : 865-894 DEC 2005


Gauthier, J., A. Kluge and T. Rowe. 1988. Amniote phylogeny and the importance of fossils. Cladistics 4:105-209.


Gibson GD, Gibson AJF. Heterochrony and the evolution of poecilogony: Generating larval diversity . EVOLUTION 58 (12): 2704-2717 DEC 2004


Guralnick, R.P.and D.R Lindberg. 1999. Integrating developmental evolutionary patterns and mechanisms: A case study using the gastropod radula. EVOLUTION 53: (2) 447-459.


Guralnick, R. P. and D. R. Lindberg. 2001. Reconnecting cell and animal lineages: what do cell lineages tell us about the evolution and development of spiralia? Evolution 55: 1501-1519.


Hickman, C.S. 1980. Gastropod radulae and the assessment of form in evolutionary paleontology. Paleobiology 6, 276-294.


Humphries, C. J. (ed.). 1988. Ontogeny and systematics. Columbia University Press, New York.


Klingenberg, C. P. and L. J. Leamy. 2001. Quantitative genetics of geometric shape in the mouse mandible. Evolution 55: 2342-2352.


Kluge, A. G. and R. E. Strauss. 1985. Ontogeny and systematics. Ann. Rev. Ecol. Syst. 16:247-268.


Kluge, A. J. 1989. A concern for evidence and a phylogenetic hypothesis of relationships among Epicrates (Boidae, Serpentes). Syst. Zool. 38:7-25.


Lauder, G. V. 1990. Functional morphology and systematics: studying functional patterns in an historical context. Ann. Rev. Ecol. Syst. 21:317-340.


Mabee, P. M. 1989. Assumptions underlying the use of ontogenetic sequences for determining character state order. Trans. Amer. Fish. Soc. 118:159-166.


Mabee, P. M., K. L. Olmstead, and C. C. Cubbage. 2000. AN experimental study of intrspecific variation, developmental timing, and heterochrony in fishes. Evolution 54: 2091-2106.


MacLeod, N. 1999. Generalizing and extending the eigenshape method of shape space visualization and analysis. Paleobiology 25: 107-138.


Magwene, P. M. 2001 Comparing ontogenetic trajectories using growth process data. Systematic Biology 50: 640-666.


McDade, L. 1990. Hybrids and phylogenetic systematics. I. Pattrerns of character expression in hybrids and their implications for cladistic analysis. Evol. 44:1685-1700.


Mead, A. J. 2000. Sexual dimorphism and paleoecology in Teloceras, a North American Miocene rhinoceros. Paleobiology 26: 689-706.


Möller, M. and Q. C> B. Cronk. 2001. Evolution of a morpholgoical novelty: a phylogenetic analysis of growth patterns in Streptocarpus (Geseneriaceae). Evolution 55: 918-929.


Monteiro, L. R. 1999. Multivariate regression models and geometric morphometrica: the search for causal factors in the analysis of shape. Systematic Biology 48: 192-199.


Monteiro, L. R. 2000. Why morphometrics is special: the problem with using partial warps as characters for phylogenetic inference. Systematic Biology 49: 796-799.


Nijhout, H. F. 1990. Metaphors and the role of genes in development. BioEssays 12:441-446.


O'Keefe, F. R., O. Rieppel, and P. M. Sander. 1999. Shape disassociation and inferred heterochrony in a clade of pachypleurosaurs (Reptilia, Sauropterygia). Paleobiology 25: 504-517.


Raup, D.M. 1972. Approaches to morphologic analysis. In Schopf, T.J.M. (ed.), Models in Paleobiology, 28044. Freeman, Cooper, San Francisco.


Renaud, S., M. Benammi, and J.-J.. Jaeger. 1999. Morphological evolution of the murin rodent Paraethomys in response to climativ variations (Mio-Liocene of North Africa). Paleobiology 25: 369-382.


** Rohlf, F. J. 1990. Morphometrics. Ann. Rev. Ecol. Syst. 21:29-316.


Rohlf, F.J., A. Loy A, & M. Corti. 1996. Morphometric analysis of old world talpidae (Mammalia, Insectivora) using partial-warp scores. SYST BIOL 45: (3) 344-362.


Rohlf, F.J. 1998. On applications of geometric morphometrics to studies of ontogeny and phylogeny. SYST BIOL 47: (1) 147-158.


Rohlf, F. J. 2001. Comparative methods for the analysis of continuous variables: geometric interpretations. Evolution 55: 2143-2160.


Roth-Nebelsick, A., G. Grimm, V. Mosbrugger, H. Hass, and H. Kerp. 2000. Morphometric analysis of Rhynia and Asteroxylon: testing functional aspects of early land plant evolution. Paleobiology 26: 405-418.


Samadi, S., P. David, and P. Jarne. 2000. Variation of shell shape in the clonal snail Melanoides tuberculata and its consequences for the interpretation of fossil series. Evolution 54: 492-502.


Slice, D. E. 2001. Landmark coordinates aligned by procrustes analysis do not lie in Kendall's shape space. Systematic Biology 50: 141-149.


Smith, E. N. and R. L. Gutberlet. 2001. Generalized frequency coding: a method of preparing polymorphic multistate characters for phylogenetic analysis. Systematic Biology 50: 159-169.


Smith, Nathan D.; Turner, Alan H.. Morphology's role in phylogeny reconstruction: Perspectives from paleontology. Systematic Biology 54 (1) : 166-173 FEB 05


Strauss, R. E. and F. L. Bookstein. 1982. The truss: Body form reconstructions in morphometrics. Syst. Zool. 31:113-135.


Sultan, S. E. 1987. Evolutionary implications of phenotypic plasticity in plants. Evol. Biol. 21:127-178.


Swiderski, D.L. and M.L. Zelditch. 1998. Why morphometrics is not special: Coding quantitative data for phylogenetic analysis. SYST BIOL 47: (3) 508-519.


Thompson, D'A. W. 1942. On growth and form (Complete Revised Edition, 1992-ab unabridged and unaltered replica of the 1942 edition, paperback). Dover. 1116 pp.


Walker, J. A. 2000. Ability of geometric morphometric methods to estimate a known covariance matrix. Systematic Biology: 49: 686-696.


Wake, D.B. 1983. Functional and Evolutionary Morphology. 25th Anniv. Issue of Perspectives in Biology and Medicine.


Webster, Mark; Zelditch, Miriam Leah. Evolutionary modifications of ontogeny: heterochrony and beyond. Paleobiology 31 (3) : 354-372 SUM 2005


Wiley, E. O. 1981. Phylogenetics: the theory and practice of phylogenetic systematics. John Wiley and Sons, New York.


*Wiens, J. J. 2000. Phylogenetic Analysis of Morphological Data. Smithsonian Institution Press, Washington D.C.


Wiens, J. J. 2001. Character analysis in morphological phylogenetics: problems and soultions. Systematic Biology 50: 689-699.


Wiens, John J.; Bonett, Ronald M.; Chippindale, Paul T.. Ontogeny discombobulates phylogeny: Paedomorphosis and higher-level salamander relationships. Systematic Biology 54 (1) : 91-110 FEB 05


Wiens, John J. The role of morphological data in phylogeny reconstruction. Systematic Biology 53 (4) : 653-661 August 2004


Young NM, Hallgrimsson B. Serial homology and the evolution of mammalian limb covariation structure. EVOLUTION 59 (12): 2691-2704 DEC 2005


**Zelditch, M.L., W.L. Fink, and D.L. Swiderski. 1995. Morphometrics, homology, and phylogenetics: quantified characters as synapomorphies. Systematic Biology 44(2):179-189.


Zelditch, M. L. and W. L. Fink. 1996. Heterochrony and heterotopy: stability and innovation in the evolution of form. Paleobiol. 22: 241-254.


Zelditch, M.L., W.L. Fink, D.L. Swiderski, and B.L. Lundrigan. 1998. On applications of geometric morphometrics to studies of ontogeny and phylogeny: A reply to Rohlf. SYST BIOL 47: (1) 159-167.


Zelditch, M. L. and W. L. Fink. 1998. Partial warps, phylogeny and ontogeny: A reply to Adams and Rosenberg. SYST BIOL 47: (2) 345-348.


Zelditch, M. L., H. D. Sheets, and W. L. Fink. 2000. Spatiotemporal reorganization of growth rates in the evolution of ontogeny. Evolution 54: 1363-1371.