Interpreting the impact of climate change on vertebrates in the fossil record can be complicated by the effects of potential biotic drivers on morphological patterns observed in taxa. One promising area where this impact can be assessed is a high-resolution terrestrial record from the Bighorn Basin, Wyoming, that corresponds to the Paleocene–Eocene thermal maximum (PETM), a geologically rapid (~170 kyr) interval of sustained temperature and aridity shifts about 56 Ma. The PETM has been extensively studied, but different lines of research have not yet been brought together to compare the timing of shifts in abiotic drivers that include temperature and aridity proxies and those of biotic drivers, measured through changes in floral and faunal assemblages, to the timing of morphological change within mammalian species lineages. We used a suite of morphometric tools to document morphological changes in molar crown morphology of three lineages of stem erinaceid eulipotyphlans. We then compared the timing of morphological change to that of both abiotic and other biotic records through the PETM. In all three species lineages, we failed to recover any significant changes in tooth crown shape or size within the PETM. These results contrast with those documented previously for lineages of medium-sized mammals, which show significant dwarfing within the PETM. Our results suggest that biotic drivers such as shifts in community composition may have also played an important role in shaping species-level patterns during this dynamic interval in Earth history.

Troodon formosus, a theropod from the Late Cretaceous, is one of the few species of dinosaurs with multiple nest sites uncovered. It has been consistently demonstrated that eggs within these nests would have been partially buried in life—an exceedingly rare state in modern vertebrates. There has been debate over Troodon's capacity to engage in thermoregulatory contact incubation, especially regarding an adult's ability to efficiently supply partially buried eggs with energy. An actualistic investigation was undertaken to determine the thermodynamic efficiency of contact incubating partially buried eggs. An efficient system would keep eggs at temperatures closer to the surrogate parent than the ambient, without prohibitively high energy input. For the experiment, a surrogate dinosaur was created and used in both indoor controlled ambient temperature trials and in an outdoor variant. Even with ambient temperatures that were likely cooler than Cretaceous averages, the results showed that contact incubating partially buried eggs did seem to confer an energetic advantage; egg temperatures remained closer to the surrogate than ambient in both indoor and outdoor tests. Still, critics of contact incubating partially buried eggs are correct in that there is a depth at which adult energy would fail to make much of an impact—perhaps more relevant to buried eggs, as partially buried eggs would be in contact with an adult and likely above the thermal input threshold. Additionally, results from this experiment provide evidence for a possible evolutionary path from guarding behavior to thermoregulatory contact incubation.

Identifying correlates of extinction risk is important for understanding the underlying mechanisms driving differential rates of extinction and variability in the temporal durations of taxa. Increasingly, it is recognized that the effects of multiple, potentially interacting variables and phylogenetic relationships should be incorporated when studying extinction selectivity to account for covariation of traits and shared evolutionary history. Here, I explore a variety of biological and ecological controls on genus longevity in the global fossil record of diplobathrid crinoids by analyzing the combined effects of species richness, habitat preference, body size, filtration fan density, and food size selectivity. I employ a suite of taxic and phylogenetic approaches to (1) quantitatively compare and rank the relative effects of multiple factors on taxonomic longevity and (2) determine how phylogenetic comparative approaches alter interpretations of extinction selectivity.

I find controls on diplobathrid genus duration are hierarchically structured, where species richness is the primary predictor of duration, habitat is the secondary predictor, and combinations of ecological and biological traits are tertiary controls. Ecology plays an important but complex role in the generation of crinoid macroevolutionary patterns. Notably, tolerance of environmental heterogeneity promotes increased genus duration across diplobathrid crinoids, and the effects of traits related to feeding ecology vary depending on habitat lithology. Finally, I find accounting for phylogeny does not consistently decrease the significance of correlations between traits and genus duration, as is commonly expected. Instead, the strength of relationships between traits and duration may increase, decrease, or remain statistically similar, and both the magnitude and direction of these shifts are generally unpredictable. However, traits with strong correlations and/or moderately large effect sizes (Cohen's f2 > 0.15) under taxic approaches tend to remain qualitatively unchanged under phylogenetic approaches.

The logarithmic helicospiral has been the most widely accepted model of regularly coiled molluscan form since it was proposed by Moseley and popularized by Thompson and Raup. It is based on an explicit assumption that shells are isometric and grow exponentially, and an implicit assumption that the external form of the shell follows the internal shape, which implies that the parameters of the spiral could be reconstructed from the external whorl profile. In this contribution, we show that these assumptions fail on all 25 gastropod species we examine. Using a dataset of 176 fossil and modern gastropod shells, we construct an empirical morphospace of coiling using the parameters of whorl expansion rate, translation rate, and rate of increasing distance from coiling axis, plus rate of aperture shape change, from their best-fit models. We present a case study of change in shell form through geologic time in the austral family Struthiolariidae to demonstrate the utility of our approach for evolutionary paleobiology. We fit various functions to the shell-coiling parameters to demonstrate that the best morphological model is not the same for each parameter. We present a set of R routines that will calculate helicospiral parameters from sagittal sections through coiled shells and allow workers to compare models and choose appropriate sets of parameters for their own datasets. Shell-form parameters in the Struthiolariidae highlight a hitherto neglected hypothesis of relationship between Antarctic Perissodonta and the enigmatic Australian genus Tylospira that fits the biogeographic and stratigraphic distribution of both genera.

For centuries, paleontologists have sought functional explanations for the uniquely complex internal walls (septa) of ammonoids, extinct shelled cephalopods. Ammonoid septa developed increasingly complex fractal margins, unlike any modern shell morphologies, throughout more than 300 million years of evolution. Some have suggested these morphologies provided increased resistance to shell-crushing predators. We perform the first physical compression experiments on model ammonoid septa using controlled, theoretical morphologies generated by computer-aided design and 3D printing. These biomechanical experiments reveal that increasing complexity of septal margins does not increase compression resistance. Our results raise the question of whether the evolution of septal shape may be tied closely to the placement of the siphuncle foramen (anatomic septal hole). Our tests demonstrate weakness in the centers of uniformly thick septa, supporting work suggesting reinforcement by shell thickening at the center of septa. These experiments highlight the importance of 3D reconstruction using idealized theoretical morphologies that permit the testing of long-held hypotheses of functional evolutionary drivers by recreating extinct morphologies once rendered physically untestable by the fossil record.

Eurypterids are generally considered to comprise a mixture of active nektonic to nektobenthic predators and benthic scavenger-predators exhibiting a mode of life similar to modern horseshoe crabs. However, two groups of benthic stylonurine eurypterids, the Stylonuroidea and Mycteropoidea, independently evolved modifications to the armature of their anterior appendages that have been considered adaptations toward a sweep-feeding life habit, and it has been suggested the evolution toward sweep-feeding may have permitted stylonurines to capture smaller prey species and may have been critical for the survival of mycteropoids during the Late Devonian mass extinction. There is a linear correlation between the average spacing of feeding structures and prey sizes among extant suspension feeders. Here, we extrapolate this relationship to sweep-feeding eurypterids in order to estimate the range of prey sizes that they could capture and examine prey size in a phylogenetic context to determine what role prey size played in determining survivorship during the Late Devonian. The mycteropoid Cyrtoctenus was the most specialized sweep-feeder, with comblike appendage armature capable of capturing mesoplankton out of suspension, while the majority of stylonurines possess armature corresponding to a prey size range of 1.6–52 mm, suggesting they were suited for capturing small benthic macroinvertebrates such as crustaceans, mollusks, and wormlike organisms. There is no clear phylogenetic signal to prey size distribution and no evolutionary trend toward decreasing prey sizes among Stylonurina. Rather than prey size, species survivorship during the Late Devonian was likely mediated by geographic distribution and ability to capitalize on the expanding freshwater benthos.

Heterochrony describes acceleration, displacement, and/or retardation of descendants’ development events compared with ancestral states and has often been cited as an important process to bring about morphological novelty. It was coined one-and-a-half centuries ago and has been discussed by both paleobiologists and biologists frequently ever since. Many types of fossil organisms preserve aspects of their development histories in their bones or shells that have been used for heterochrony analyses, with body size being used as a developmental age indicator, despite questions being raised regarding this practice. For organisms whose hard structures consist of multiple chambers, or that contain growth lines, age information suggested by these structures independently can facilitate ontogenetic modeling. In this way, relations among size, shape, and age can be established to document patterns of morphological development.

Morphological analysis of pseudoschwagerine fusulinids, a fossil foraminifera group that developed a morphologically novel spherical shell, along with their presumptive triticitid ancestors illustrates this approach to heterochrony analysis. Ontogenetic trajectory comparisons of four major pseudoschwagerine genera, as well as those of triticitids, document relations between their shapes, sizes, and developmental ages. A complex of heterochronic patterns, including peramorphic predisplacement, hypermorphosis, and acceleration, characterize pseudoschwagerine development and appear to be responsible for the novel appearance of large, inflated fusiform and spherical tests in these late Paleozoic benthic foraminifera. The morphometric approach employed in this investigation could be applied widely in the quantitative morphological studies of development histories in a variety of other fossil groups.

Taxonomic status of several members of the family Naticidae is extremely vague because of its simple shell morphology. Conventional taxonomic classification schemes suggest that most of the morphological characters tend to be homoplastic and exhibit convergence. Such morphological convergence complicates naticid taxonomy and makes it difficult to understand the evolutionary history of this group; several unrelated taxa are often misidentified as naticids, thereby exaggerating the actual diversity of this group. Here, we employ a standard landmark-based approach to understand the pattern of morphological evolution of this family. Ordination methods such as principal components analysis and canonical variate analysis were used to create morphospaces, and disparity was quantified using variance and range. Our results reveal that when naticids are compared with their sister taxon, Ampullinidae, the two families show significant differences in their average shapes, despite their superficial resemblances. Among naticids, although the mean shapes of the individual subfamilies are different, overall, the family Naticidae has displayed extreme morphological conservatism from the Jurassic to the Holocene. Interestingly, this conservatism has been unaffected by taxonomic changes—neither the extinction of the subfamily Gyrodinae nor the appearance of the subfamily Sininae affected this morphological conservatism. Naticids have always shown strong ecological preference toward an infaunal mode of life and strict behavioral selectivity in handling and preying upon infaunal organisms, and this ecological and behavioral conservatism could have enabled them to diversify without undergoing a change in their basic Bauplan.

Inferences on the development and morphology of extinct brachiopods must be informed by the ontogeny and shell ornamentation of extant brachiopods. Although the adult shells of extant brachiopods are well studied, detailed descriptions of the embryonic and juvenile shells of extant lingulides are lacking. Here, we describe in detail the shells of juveniles of Lingula anatina Lamarck, 1801 from Vietnam and the Republic of the Philippines. The following previously unknown properties of the lingulide shell are described: (1) a distinct border between the protegulum and the brephic shell; (2) drapes that develop on both the protegulum and brephic shell; and (3) the notched anterior margin of the brephic shell. The drapes and cogs on the brephic shell may be caused by the formation of setal follicles during the planktonic stage. Specimens of L. anatina from the Philippines have larger brephic shells than those from Vietnam, probably because the former have a longer planktonic stage. Based on comparisons of the first-formed shells of extant brachiopods with published data on fossil brachiopods, we suggest that the life cycle of extant lingulides, in which planktotrophic juveniles with a shell hatch from the egg envelope, is the most evolutionarily advanced brachiopod life cycle and appeared in the early Silurian. We suggest criteria for determining the type of life cycle based on the structure of the first-formed shell of brachiopods. Finally, we consider hypothetical scenarios of life cycles of fossil brachiopods, including true planktotrophic larvae in the Cambrian linguliforms.

Marsupial carditids of the subfamily Thecaliinae are characterized by the presence of an “incubatory chamber” in female shells, where the eggs hatch and develop during their first stages. According to recent phylogenetic studies, Thecaliinae are closely related to Carditinae, a group that has a byssal gape. This structure occurs in the same area as the incubatory chamber, and both structures could be evolutionarily related. Using the newest phylogenetic context for the subfamilies, we test whether the incubatory chamber of Thecaliinae is related to characters present in Carditinae. We also provided a more precise definition of the implied structures. Two distinct morphologies for the incubatory chamber are described: one with an exteriorly opened pouch (present in the genera Powellina and Milneria) and the other with a completely internal funicular infold (present in Thecalia). The byssal gape is present in the Cardiobyssata clade (Carditamerinae + (Carditinae + Thecaliinae)), and we discuss whether the incubatory chamber could be the result of an exaptation event, and the possible evolutionary pathways implied. According to the present evidence, we propose a co-optation of the byssal gape into a new function (brooding of larvae) at some point during the transition from the Carditinae to the Thecaliinae lineages, thus determining an exaptation. Adaptative processes probably modified this structure into the incubatory chamber (an external pouch first, and a funicular infold later). We discuss alternative scenarios and implications on phylogenetic studies and the importance of considering non-adaptative evolutionary scenarios in the study of evolutionary narratives.

Calcareous nannoplankton have been one of the dominant primary producers in the surface oceans since the late Triassic. The bolide impact at the Cretaceous/Paleogene (K/Pg) boundary ~66.0 Ma, led to the elimination of >90% of nannoplankton species: the largest extinction event in their evolutionary history. One of the few nannoplankton genera to survive the K/Pg mass extinction and even thrive in its aftermath was Braarudosphaera, which precipitates pentagonal calcite plates (pentaliths). The only Braarudosphaera species to span the K/Pg boundary (B. bigelowii) is extant and has formed geographically and temporally restricted “blooms” throughout geologic time. Four morphologically and genetically distinct cryptic species of B. bigelowii have been identified in the modern ocean. However, it is uncertain whether these cryptic species have disparate ecophysiological tolerances that have allowed them to adapt to varying environmental conditions. For the first time, we assess changes in the size and shape of Braarudosphaera pentaliths following the K/Pg mass extinction at three geographically and environmentally disparate sites that have early Paleocene Braarudosphaera blooms. Our results show that different Braarudosphaera morphotypes were dominant in the Gulf of Mexico compared with the Tethys Ocean, likely due to regional environmental differences. In addition, we provide evidence that the dominant Braarudosphaera morphotypes shifted in response to changes in upper water column stratification. This ability to rapidly adapt to unstable environments likely helped Braarudosphaera thrive in the aftermath of the K/Pg extinction and explains why this lineage has enjoyed such a long evolutionary history.

A fundamental question in paleobiology is whether ecology is correlated with evolutionary history. By combining time-calibrated phylogenetic trees with genus occurrence data through time, we can understand how environmental preferences are distributed on a tree and evaluate support for models of ecological similarity. Exploring parameters that lend support to each evolutionary model will help address questions that lie at the nexus of the evolutionary and ecological sciences. We calculated ecological difference and phylogenetic distance between species pairs for 83 taxa used in recent phylogenetic revisions of the brachiopod order Strophomenida. Ecological difference was calculated as the pairwise distance along gradients of water depth, carbonate, and latitudinal affinity. Phylogenetic distance was calculated as the pairwise branch length between tips of the tree. Our results show no relationship between ecological affinity and phylogeny. Instead results suggest an ecological burst during the initial radiation of the clade. This pattern likely reflects scaling at the largest macroevolutionary and macroecological scales preserved in the fossil record. Hierarchical scaling of ecological and evolutionary processes is complex, but phylogenetic paleoecology is an avenue for better evaluating these questions.

Radiodonts (stem Euarthropoda) were ecologically diverse, but species generally displayed limited functional specialization of appendages along the body axis compared with crown group euarthropods. This is puzzling, because such functional specialization is considered to have been an important driver of euarthropod ecological diversification. One way to circumvent this constraint could have been the functional specialization of different parts of the frontal appendages, known to have been ecologically important in radiodonts. This hypothesis has yet to be tested explicitly. Here we redescribe the poorly known mid-Cambrian hurdiid radiodont Stanleycaris hirpex from the Burgess Shale (Stephen Formation) and quantitatively assess functional specialization of the frontal appendages of stem euarthropods. The appendages of Stanleycaris are composed of 14 podomeres, variously differentiated by their possession of pectinate endites, mono- to trifurcate medial gnathites, and outer spines. The oral cone is tetraradially organized and can be uniquely distinguished from those of other hurdiids by the presence of 28 rather than 32 smooth tridentate plates. Our phylogenetic analysis finds Stanleycaris in a grade of hurdiids retaining plesiomorphic raptorial appendicular functionality alongside derived adaptations for sweep feeding and large, bilaterally opposed gnathites. We conclude that the latter performed a masticatory function, convergent with gnathal structures like mandibles in various panarthropods. Taken together, Stanleycaris and similar hurdiids provide an extreme example of the evolution of division of labor within the appendage of a stem euarthropod and suggest that this innovation may have facilitated the functional transition, from raptorial to sweep feeding, at the origin of the hurdiid clade.

Extant and extinct terebratulide brachiopod species have been defined primarily on the basis of morphology. What is the fidelity of morphological species to biological species? And how can we test this fidelity with fossils? Taxonomically and phylogenetically, the most informative internal feature in the brachiopod suborder Terebratellidina is the geometrically complex long-looped brachidium, which is highly fragile and only rarely preserved in the fossil record. Given this, it is essential to test other sources of morphological data, such as valve outline shape, when trying to recognize and identify species. We analyzed valve outlines and brachidia in the genus Laqueus to explore the utility of shell shape in discriminating extant and fossil species. Using geometric morphometric methods, we quantified valve outline variability using elliptical Fourier methods and tested whether long-looped brachidial morphology correlates with shell outline shape. We then built classification models based on machine learning algorithms using outlines as shape variables to predict fossil species’ identities. Our results demonstrate that valve outline shape is significantly correlated with long-looped brachidial shape and that even relatively simple outlines are sufficiently morphologically distinct to enable extant Laqueus species to be identified, validating current taxonomic assignments. These are encouraging results for the study and delimitation of fossil terebratulide species, and their recognition as biological species. In addition, machine learning algorithms can be successfully applied to help solve species recognition and delimitation problems in paleontology, especially when morphology can be characterized quantitatively and analyzed statistically.

Understanding the mechanisms that prevent or promote the coexistence of taxa at local scales is critical to understanding how biodiversity is maintained. Competitive exclusion and environmental filtering are two processes thought to limit which taxa become established in a community. However, determining the relative importance of the two processes is a complex task, especially when the critical initial stages of colonization cannot be directly observed. Here, we explore the use of phylogenetic community structure for identifying filtering mechanisms in a fossil community. We integrated a time-calibrated molecular phylogeny of bivalve genera with a spatial dataset of late Cenozoic bivalves from the Pacific coast of North America to characterize how the community that was present in the semirestricted San Joaquin Basin (SJB) embayment of present-day California was phylogenetically structured. We employed phylogenetic distance-based metrics across six time bins spanning 27–2.5 Ma and found no evidence of significant clustering or evenness in the SJB community when compared with communities randomly assembled from the regional source pool. Additionally, we found that new colonizers into the SJB were not significantly more or less closely related to native taxa than expected by chance. These findings suggest that neither competitive exclusion nor environmental filtering were overwhelmingly influential factors shaping the composition of the SJB community over time. We further discuss interpretations of these patterns in light of current understandings in community phylogenetics and reiterate the critical role historical perspectives play in how community assembly rules are assessed.

A short stratigraphic interval near Bulin in western Hunan (China) yields multiple specimens of the ~514-Myr-old oryctocarine trilobite Oryctocarella duyunensis. Size data obtained from these specimens indicate that, from meraspid degree 1 onward, degrees represent successive instars. Meraspid growth persisted until a terminal stage was reached, providing the first example of determinate growth in trilobites and, notably, in an early Cambrian species. The sample contains three varieties of such terminal stages, recognized as holaspids, with 9, 10, or 11 thoracic segments, respectively. During the meraspid phase, growth rates were not constant in this species. The pattern of growth seen in the Bulin assemblage differs modestly from that reported in the same species from two other localities, attesting to microevolutionary variation in developmental patterns among these collections.

Principal component analysis has been used to test for similarities in ecology and life habit between modern and fossil birds; however, the two main portions of the hind limb—the foot and the long bone elements—have not been examined separately. We examine the potential links between morphology, ecology, and phylogeny through a synthesis of phylogenetic paleoecological methods and morphospace analysis. Both hind limb morphologies and species’ ecologies exhibit extreme phylogenetic clumping, although these patterns are at least partially explainable by a Brownian motion style of evolution. Some morphologies are strongly correlated with particular ecologies, while some ecologies are occupied by a variety of morphologies. Within the morphospace analyses, the length of the hallux (toe I) is the most defining characteristic of the entire hind limb. The foot and hind limb are represented on different axes when all measurements are considered in an analysis, suggesting that these structures undergo morphological change separately from each other. Early birds tend to cluster together, representing an unspecialized basal foot morphotype and a hind limb reliant on hip-driven, not knee-driven, locomotion. Direct links between morphology, ecology, and phylogeny are unclear and complicated and may be biased due to sample size (~60 species). This study should be treated as a preliminary analysis that further studies, especially those examining the vast diversity of modern birds, can build upon.

Cervids living in high latitudes have evolved to thrive in ecosystems that experience dramatic seasonal changes. Understanding these seasonal adaptations is important for reconstructing cervid life histories, ecosystem dynamics, and responses in the distant and not-so-distant past to changing seasonality caused by climate change. Cervid antlers provide a rare opportunity for insight into faunal seasonal ecology, as they are grown and shed each year. Stable isotopes of carbon and nitrogen measured directly from antlers have the potential to provide seasonal dietary data for individuals. If the isotopic signals in bone and antler are controlled by the same metabolic processes, then the stable carbon and nitrogen isotope compositions of collagen (δ13CColl and δ15NColl) from incrementally grown antler tissue provide time-constrained dietary signals from the spring and summer growth season. Bone, by comparison, provides an average signal over several years. The amino acid (glutamate and phenylalanine) δ15N in antlers from modern captive caribou showed similar trophic discrimination factors to earlier results for other collagenous tissues (bone, tooth dentin, and cementum). Hence, growth rate was not the primary control on the stable isotope composition of antler collagen. We applied this knowledge to assess seasonal shifts in Quaternary fossils of three Cervidae species: elk (Cervus elaphus), moose (Alces alces), and caribou (Rangifer tarandus). Paired antler–bone δ13CColl and δ15NColl from the same individual were used to identify differences between summer and annual diet and ecology. Intra-antler isotopic variability from serially sampled antlers was used to examine seasonal dietary shifts and specialization.