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Integrative Biology 200B                                                                                                                                                        Spring 2007

 

"PRINCIPLES OF PHYLOGENETICS:  ECOLOGY AND EVOLUTION"

 

Most important recommended readings are in bold face; required readings also have two asterisks

 

 

Feb 8 - 15; Feb 27 :  QUANTITATIVE CHARACTER EVOLUTION WITHIN A CLADOGRAM

 

Abouheif E. 1998. Random trees and the comparative method: a cautionary tale. Evolution 52:1197-1204

 

Abouheif, E. 1999. A method for testing the assumption of phylogenetic independence in comparative data. Evol. Ecol. Res. 1:895-909.

 

Ackerly, D. D. 1999. Phylogeny and the comparative method in plant functional ecology. Pages 391-413 in M. Press, J. Scholes, and M. G. Barker, editors. Physiological plant ecology. Blackwell Scientific, Oxford, United Kingdom.

 

Ackerly, D. D.  2000.  Taxon sampling, correlated evolution and independent contrasts.  Evolution 54: 1480-1492.

 

Ackerly, D. D. 2004. Adaptation, niche conservatism and convergence: comparative studies of leaf evolution in the California chaparral. Amer. Nat. 163:654-671.

 

Ackerly, D. D., and M. J. Donoghue. 1995. Phylogeny and ecology reconsidered. J. Ecol. 83:730-732.

 

Ackerly, D. D. and M. J. Donoghue.  1998.  Leaf size, sapling allometry, and Corner's Rules: phylogeny and correlated evolution in Maples (Acer).  Am. Nat. 152: 767-791.

 

***Ackerly DD, Reich PB. 1999. Convergence and correlations among leaf size and function in seed plants: a comparative test using independent contrasts. Amer. J. Bot. 86:1272-1281

 

Archie, J. 1989. Homoplasy excess ratios: New indices for measuring levels of homoplasy in phylogenetic systematics and a critique of the consistency index. SystZool. 38:253-269.

 

Archie, J. 1996. Measures of homoplasy. Pages 153-188 in M. J. Sanderson and L. Hufford, editors. Homoplasy: the recurrence of similarity in evolution. Academic Press, San Diego.

 

Armstrong D, Westoby M. 1993. Seedlings from large seeds tolerate defoliation better: a test using phylogenetically independent contrasts. Ecology 74:1092-1100

 

Bauwens D, Garland T, Jr., Castilla A, Van Damme R. 1995. Evolution of sprint speed in Lacertid lizards: morphological, physiological and behavioral covariation. Evolution 49:848-863

 

Bjorklund, M.   1994. The independent contrast method in comparative biology. Cladistics 10(4): 425-433.

 

**Blomberg, S. P., and T. Garland, Jr. 2002. Tempo and mode in evolution: phylogenetic inertia, adaptation and comparative methods. J. Evol. Biol. 15:899-910.

 

**Blomberg, S. P., T. Garland, Jr, and A. R. Ives. 2003. Testing for phylogenetic signal in comparative data: behavioral traits are more labile. Evolution 57:717-745.

 

Broughton, R. E., S. E. Stanl;ey, and R. T. Durrett.  2000.  Quantification of homoplasy for nucleotide transitions and transversions and a reexamination of assumptions in weighted phylogenetic analysis.  Systematic Biology 49: 617-627. 

 

Burt, A. 1989. Comparative methods using phylogenetically independent contrasts. Oxford Surveys in Evolutionary Biology     6: 33-53.

 

Burt, B. B. 2001. Evolutionary stasis, constraint and other terminology describing evolutionary patterns. Biol. J. Linn. Soc. 72:509-517.

 

Butler, M. A., and A. A. King. 2004. Phylogenetic comparative analysis: a modeling approach for adaptive evolution. Amer. Nat. 164:683-695.

 

Cheverud, J., and M.  Dow.  1985.  An autocorrelation analysis of the effect of lineal fission on genetic variation among social groups.  Amer.  J.  Phys.  Anthropol.  67:113-121.

 

Cheverud, J. M., M. M. Dow, and W. Leutenegger.  1985.  The quantitative assessment of phylogenetic constraints in comparative analyses:  Sexual dimorphism in body weight among primates.  Evolution, 39, 1335-1351.

 

Clark, ..M. A., N. A. Morna, P. Baumann, and J. J. Wernegreen.  2000.  Cospeciation between bacterial endosymbionts (Buchnera) and a recent radiation of aphids (Uroleucon) and pitfalls of testing for phylogenetic congruence.  Evolution 54: 517-525.

 

Cliff, A. D., and Ord, J. K.  1973.  Spatial Autocorrelation.  London:  Pion.

 

Coddington, J. 1994. The roles of homology and convergence in studies of adaptation. Pages 53-78 in P. Eggleton and R. Vane-Wright, editors. Phylogenetics and ecology. Academic Press, London.

 

Cunningham CW, Omland K, Oakley TH. 1998. Reconstructing ancestral character states: a critical reappraisal. TREE 13:361-366

 

de Queiroz, K. 1996. Including the characters of interest during tree reconstruction and the problems of circularity and bias in studies of character evolution. AmerNat. 148:700-708.

 

Desdevises, Y., P. Legendre, L. Azouzi, and S. Morand. 2003. Quantifying phylogenetically structured environmental variation. Evolution 57:2647-2652.

 

Diaz-Uriarte R, Garland T, Jr. 1996. Testing hypotheses of correlated evolution using phylogenetically independent contrasts: sensitivity to deviations from Brownian motion. Syst. Biol. 45:27-47

 

Dîaz-Uriarte, R. and T. Garland.  1998.  Effects of branch-length errors on the performance of phylogenetically independent contrasts.  Syst. Biol. 47: 654-672.

 

Diniz-Filho, J. A. F., C. E. Ramos de Sant'Ana, and L. M. Bini. 1998. An eigenvector method for estimating phylogenetic inertia. Evolution 52:1247-1262.

 

Donoghue, M. J., and D. D. Ackerly. 1996. Phylogenetic uncertainties and sensitivity analyses in comparative biology. Phil. Trans. Roy. Soc. Lond. Ser. B 351:1241-1249.

 

Farris, J. 1989. The retention index and the rescaled consistency index. Cladistics 5:417-419.

 

Farris, J. S.  1999.  Likelihood and Inconsistency.  Cladistics 15: 199-204.

 

** Felsenstein, J.  1985.  Phylogenies and the comparative method. Am. Nat. 125:1-15.

 

Freckleton RP. 2000. Phylogenetic tests of ecological and evolutionary hypotheses: checking for phylogenetic independence. Func. Ecol. 14:129-134

 

Freckleton, R. P., P. H. Harvey, and M. Pagel. 2002. Phylogenetic analysis and comparative data: a test and review of the evidence. Amer. Nat. 160:712-726.

 

Friday, A. 1987.  Models of evolutionary change and the estimation of evolutionary trees.  Oxford Surveys Evol. Biol. 4:61-88.

 

**Garland T, Jr. 1992. Rate tests for phenotypic evolution using phylogenetically independent contrasts. Amer. Nat. 140:509-519

 

**Garland, T., P. H. Harvey and A. R. Ives.  1992.  Procedures for the analysis of comparative data using phylogenetically independent contrasts.  Syst. Biol. 41: 18-32.

 

Garland, T., Jr., Dickerman, A. W., Janis, C. M., and Jones, J. A. (1993). "Phylogenetic Analysis of Covariance by Computer Simulation." Systematic Biology, 42(3), 265-292.

 

Garland, T. and R. Diaz-Uriarte.  1999.  Polytomies and phylogenetically independent contrasts: Examination of the bounded degrees of freedom approach.  Systematic Biology 48: 547-558.

 

Gittleman, J., and H.-K. Luh. 1992. On comparing comparative methods. Ann. Rev. Ecol. gittSyst. 23:383-404.

 

Gittleman, J., and H.-K. Luh. 1994. Phylogeny, evolutionary models and comparative methods: a simulation study. Pages 103-122 in P. Eggleton and R. Vane-Wright, editors. Phylogenetics and ecology. Academic Press, London.

 

Gittleman, J., and M. Kot. 1990. Adaptation: statistics and a null model for estimating phylogenetic effects. Syst. Zool. 39:227-241.

 

Givnish, T. 1997. Adaptive radiation and molecular systematics: issues and approaches. Pages 1-54 in T. J. Givnish and K. J. Sytsma, editors. Molecular evolution and adaptive radiation. Cambridge UnivPress, New York.

 

Goldman, N., J. P. Anderson, A. G. Rodrigo.  2000.  Likelihood-based tests of topologies in phylogenetics.  Systematic Biology 49: 652-670.

 

Grafen, A. 1989. The phylogenetic regression. Phil. Trans. Royal  Soc. London 326:119-156.

 

**Hansen, T. 1997. Stabilizing selection and the comparative analysis of adaptation. Evolution 51:1341-1351.

 

Hansen, T. F., and S. H. Orzack. 2005. Assessing current adaptation and phylogenetic inertia as explanations of trait evolution: The need for controlled comparisons. Evolution 59:2063-2072

 

Hansen, T. F. and E. P. Martins.  1996.  Translating between micorevolutionary process and macroevolutionary patterns: the correlation structure of interspecific data.  Evol. 50: 1404-1417.

 

Harris, M. A., and Steudel, K. (1997). "Ecological correlates of hind-limb length in the Carnivora." Journal of Zoology (London), 241(2), 381-408.

 

Harvey, P. H., and T. H. Clutton-Brock. 1985. Life history variation in primates. Evolution 39:559-581.

 

Harvey, P.H. and M.D. Pagel. 1991. The comparative method in  evolutionary biology. Oxford University Press.

 

Harvey, P., A. Read, and S. Nee. 1995. Further remarks on the role of phylogeny in comparative ecology. JEcol. 83:733-734.

 

Harvey, P., A. Read, and S. Nee. 1995. Why ecologists need to be phylogenetically challenged. JEcol. 83:000-000.

 

Henry, C. S., M. L. M. Wells, and C. M. Simon.  1999.  Convergent evolution of courtship songs among cryptic species of the Carnea group of lacewings (Neuroptera: Chrysopidae: Chrysoperla).  Evolution 53: 1165-1179.

 

Högland, J., and B. Sillén-Tullberg. 1994. Does lekking promote the evolution of male-biased size dimorphism in birds? On the use of comparative approaches. Amer. Nat. 144:881-889.

 

Hormiga, G., N. Scharff, and J. A. Coddington.  2000.  The phylogenetic basis of sexual size dimorphism in orb-weaving spiders.  Systematic Biology 49: 435-462.

 

Housworth, E. A., and E. P. Martins. 2001. Random sampling of constrained phylogenies: Conducting phylogenetic analyses when the phylogeny is partially known. Syst. Biol. 50:628-639.

 

Huelsenbeck, J. P. and R. Nielsen.  1999.  Effect of nonindependent substitution on phylogentic accuracy.  Systematic Biology 48: 317-328.

 

Huelsenbeck, J. P., and B. Rannala. 2003. Detecting correlation between characters in a comparative analysis with uncertain phylogeny. Evolution 57:1237-1247.

 

Huey, R.B. and A.F. Bennett. 1987. Phylogenetic studies of co-adaptation: preferred temperature versus optimal performance temperatures of lizards. Evolution 41: 1098-115.

 

Huey, R.B.  1987.  Phylogeny, history, and the comparative method.  Pp. 76-101 in Feder, M.E., A.F. Bennett, W.W. Burggren, R.B. Huey (eds).  New Directions in Ecological     Physiology.  Cambridge University Press, New York.

 

Irschick, D. J. and J. B. Losos.  1998.  A comparative analysis of the ecological significance of maximal locomotor performance in Caribbean Anolis lizards.  Evol. 52:

 

Jackman, T. R., A. Larson, K. de Queiroz, J. B. Losos.  1999.  Phylogenetic relationships and tempo of early diversification of Anolis lizards.  Systematic Biology 48: 254-285.

 

Johnson, s. G. and E. Bragg.  1999.  Age and polyphyletic origins of hybrid and spontaneous parthenogenic Campeloma (Gastropoda: Viviparidae) from the southeastern United States.  Evolution 53: 1769-1781.

 

Knowles, L. L.  2000.  Test of Pleistocene speciation in montane grasshoppers (Genus Melanoplus) from the Sky Islands of Western North America.  Evolution 54: 1337-1348.

 

Kochmer, J., and S. Handel. 1986. Constraints and competition in the evolution of flowering phenology. EcolMonogr. 56:303-325.

 

Leroi, A. M., M. R. Rose, and G. V. Lauder. 1994. What does the comparative method reveal about adaptation? Amer. Nat. 143:381-402.

 

Lord, J., M. Westoby, and M. Leishman. 1995. Seed size and phylogeny in six temperate floras: constraints, niche conservatism, and adaptation. Amer. Nat. 146:349-364.

 

Losos, J. B. 1994. An approach to the analysis of comparative data when a phylogeny is unavailable or incomplete. Syst. Biol. 43:117-123.

 

Losos, J. B.  1996.  Phylogenies and comparative biology, Stage II: Testing causal hypotheses derived from phylogenies with data from extant taxa.  Syst. Biol. 45: 259-260.  [Introduction to a symposium -- several relevant papers here]

 

Losos J. 1999. Commentaries : Uncertainty in the reconstruction of ancestral character states and limitations on the use of phylogenetic comparative methods. Animal Behaviour 58:1319-1324

 

Maddison W. 1991. Squared-change parsimony reconstructions of ancestral states for continuous-valued characters on a phylogenetic tree. Syst. Zool. 40:304-314

 

***Maddison W. & Slatkin M. 1991. Null models for the number of evolutionary steps in a character on a phylogenetic tree. Evolution, 45, 1184-1197

 

Martins, E. P. 1994. Estimating the rate of phenotypic evolution from comparative data. Amer. Nat. 144:193-209.

 

Martins, E. P. 1996. Conducting phylogenetic comparative studies when the phylogeny is not known. Evolution 50:12-22.

 

Martins, E. P.  1996.  Phylogenies, spatial autoregression, and the comparative method: a computer simulation test.  Evol. 50: 1750-1765.

 

Martins EP. 1999. Estimation of ancestral states of continuous characters: a computer simulation study. Syst. Biol. 48:642-650

 

Martins, E.P. and T. Garland, Jr. 1991. Phylogenetic analyses of  the correlated evolution of continuous characters: a simulation study. Evolution 45: 534-557.

 

Martins, E., and T. Hansen. 1996. A microevolutionary link between phylogenies and comparative data. Pages 273-288 in P. Harvey, A. Leigh Brown, J. Maynard Smith, and S. Nee, editors. New uses for new phylogenies. Oxford University Press, Oxford.

 

Martins, E. P., and Hansen, T. F.  1997.  Phylogenies and the comparative method:  A general approach to incorporating phylogenetic information into the analysis of interspecific data.  Am.  Nat.

 

McKitrick, M. C. 1993. Phylogenetic constraint in evolutionary theory: Has it any explanatory power? Ann. Rev. Ecol. Syst. 24:307-330.

 

McPeek, M. A.  1995.  Testing hypotheses about evolutionary change on single branches of a phylogeny using evolutionary contrasts.  Am. Nat. 145: 686-703.

 

** Miles, D. B. and A. E. Dunham.  1993.  Historical perspectives in ecology and evolutionary biology: the use of phylogenetic comparative analyses.  Ann. Rev. Ecol. Syst. 24: 587-619.

 

**Moles, A. T., D. D. Ackerly, C. O. Webb, J. C. Tweddle, J. B. Dickie, and M. Westoby. 2005. A brief history of seed size. Science 307:576-580

 

Morales, E.  2000.  Estimating phylogenetic inertia in Tithonia (Asteraceae): a comparative approach.  Evolution 54: 475-484.

 

Oakley TH, Cunningham CW. 2000. Independent contrasts succeed where ancestral reconstruction fails in a known bacteriophage phylogeny. Evolution 54:397-405

 

Oakley, T. H. and C. W. Cunningham. 2000.  Independent contrasts succeed where ancestor reconstruction fails in a known bacteriophage phylogeny.  Evolution 54: 397-405.

 

*O'Meara, B., C. M. Ane, M. J. Sanderson, and P. Wainwright. 2005. Testing for different rates of continuous trait evolution in different groups using likelihood. Evolution 60:922-933.

 

Orzack, S. H., and E. Sober. 2001. Adaptation, phylogenetic inertia, and the method of controlled comparisons. Pages 45-63 in S. H. Orzack and E. Sober, editors. Adaptationism and optimality. Cambridge University Press, Cambridge.

 

Pagel, M. D. 1992. A method for the analysis of comparative data. J. Theor. Biol. 156:431-442.

 

Pagel M. 1993. Seeking the evolutionary regression coefficient: an analysis of what comparative methods measure. JTheorBiol. 164:191-205

 

Peterson, A. T., J. Soberon, and V. Sanchez-Cordero. 1999. Conservatism of ecological niches in evolutionary time. Science 285:1265-1267.

 

Polly PD. 2001. Paleontology and the comparative method: ancestral node reconstructions versus observed node values. Amer. Nat. 157:596-609

 

Price T. 1997. Correlated evolution and independent contrasts. Phil. Trans. Roy. Soc. Lond. Ser. B 352:519-529

 

**Purvis, A., and T. Garland. 1993. Polytomies in Comparative Analyses of Continuous Characters. Systematic Biology 42:569-575.

 

Purvis A, Rambaut A. 1995. Comparative analysis by independent contrasts (CAIC): an Apple Macintosh application for analysing comparative data. Comp. Appl. Bios. 11:247-251

 

Rees, M. 1995. EC-PC comparative analyses. JEcol. 83:891-892.

 

Renner, S. S., D. B. Foreman, and D. Murray.  2000.  Timing transantarctic disjunctions in the Atherospermataceae (Laurales): Evidence from coding and noncoding chroloplast sequences.  Systematic Biology 49: 579-591.

 

Ricklefs RE, Starck JM. 1996. Applications of phylogenetically independent contrasts: a mixed progress report. Oikos 77:167-172

 

Ridley, M. 1992. Darwin sound on comparative method. TREE 7:37.

 

Salisbury E. 1942. The reproductive capacity of plants. Bell, London

 

Sanderson, M. 1991. In search of homoplastic tendencies: Statistical inference of topological patterns in homoplasy. Evolution 45:351-358.

 

Schluter D, Price T, Mooers A, Ludwig D. 1997. Likelihood of ancestor states in adaptive radiation. Evolution 51:1699-1711

 

Schultz T, Cocroft R, Churchill G. 1996. The reconstruction of ancestral character states. Evolution 50:504-511

 

Siddall, M. E.  1996.  Phylogenetic covariance probability: confidence and historical associations.  Syst. Biol. 45: 48-66.

 

Silvertown, J., and Dodd, M. (1996). "Comparing plants and connecting traits." Philosophical Transactions of the Royal Society of London B Biological Sciences, 351(1345), 1233-1239.

 

J. B. Slowinski and B. S. Abrogast.  1999.  Is the rate of molecular evolution inversely related to body size?  Systematic Biology: 396-399.

 

Starck, J. 1998. Non-independence of data in biological comparisons a critical appraisal of current concepts assumptions and solutions. Theory Biosci. 117:109-138.

 

Stearns, S. C.  1984.  The influence of size and phylogeny on patterns of covariation in the life history traits of lizards and snakes.  Am. Nat. 123: 56-72.

 

Steppan, S. J.  1997.  Phylogenetic analysis of phenotypic covariance structure. I. Contrasting results from matrix correlation and common principle components analysis.  Evol. 51: 571-586.

 

Steppan, S. J., M. R. Akhverdyan, E. A. Lyapunova, D. G. Fraser, N. N. Vorontsov, R. S. Hoffman, M. J. Braun.  Molecular phylgoeny of the marmots (Rodentia: Sciuridae): tests of evolutionary and biogeographic hypotheses.  Systemaitc Biology 48: 715-734.

 

Swofford DL, Maddison WP. 1987. Reconstructing ancestral states under Wagner parsimony. Math. Biosci. 87:199-229

 

Symposium on Reconstructing Ancestral Character States.  1999.  Systematic Biology 48: 506-665.

 

Voelker, G.  1999.  Dispersal, vicariaence, and clocks: historical biogeography and speciation in a cosmopolitan passerine genus (Anthus: Motacillidae).  Evolution 53: 1536-1552.

 

Waddell, P. J., Y. Cao, M. Hasegawa, D. P. Mindell.  1999.  Assessing the Cretaceous superordinal divergence times within birds and mammals by using whole mitochondrial protein sequences and an extended statistical framework.  Systematic Biology 48: 119-137.

 

Wanntorp, H.-E. 1983. Historical constraints in adaptation theory: traits and non-traits. Oikos 41:157-160.

 

Webster AJ, Purvis A. 2002. Testing the accuracy of methods for reconstructing ancestral states of continuous characters. Proc. Roy. Soc. London Ser. B 269:143-149

 

Westneat, M. W. (1995). "Phylogenetic systematics and biomechanics in ecomorphology." Environmental Biology of Fishes, 44(1-3), 263-283.

 

Westoby, M., M. Leishman, and J. Lord. 1995. Further remarks on phylogenetic correction. JEcol. 83:727-729.

 

Westoby, M., M. Leishman, and J. Lord. 1995. Issues of interpretation after relating comparative datasets to phylogeny. J. Ecol. 83:892-893.

 

Westoby, M., M. Leishman, and J. Lord. 1995. On misinterpreting the "phylogenetic correction". JEcol. 83:531-534.