1. Introduction Classification Phylogeny Cladograms Quiz
Taxonomy & Phylogeny
Introduction
Classification
Phylogeny
Cladograms
Quiz

2. In this tutorial, you will learn:
The traditional classification scheme of Linnaeus.
Two theories of taxonomy:
Traditional evolutionary taxonomy
Cladistics
How to read a cladogram
Credits:
Figures and images by N. Wheat unless otherwise noted.
Image of Linnaeus from Wikipedia
Funded by Title V-STEM grant P031S

3. Introduction
The practice of categorizing organisms according to similar features goes back to Aristotle.
The goal of Taxonomy today is to produce a formal system for naming and classifying species to illustrate their evolutionary relationships.

4. Classification vs. Systematization
In classification, the taxonomist asks whether the species being classified contains the defining feature of a certain taxonomic grouping.
Focus is on features.

5. Classification vs. Systematization
In systematization, the taxonomist asks whether the characteristics of a species support the hypothesis that it descends from the most recent common ancestor of the taxonomic group.
Focus is on evolutionary origin of those features.

6. Linnaeus and Classification
In the 18th century, Carolus Linnaeus designed the hierarchical classification system still in use today.
Kingdom
Phylum
Class
Order
Family
Genus
Species

7. Taxa Taxa (singular = taxon) are the major groups of organisms.
Each rank can be subdivided into additional levels of taxa.
Superclass, suborder, etc.

8. Binomial Nomenclature
Binomial nomenclature is the system Linnaeus developed for naming species.
The two-part scientific name includes the genus and species
Names are latinized and italicized, only the genus is capatilized.
Sitta carolinensis

9. Phylogeny
The goal of systematics is to determine the phylogeny – the evolutionary history – of a species or group of related species.

10. Phylogeny
Phylogenies are inferred by identifying organismal features, characters, that vary among species.
These characters can be:
Morphological
Chromosomal
Molecular
Behavioral or ecological

11. Homology
Homologous characters are shared characters that result from common ancestry.

12. Homoplasy
Homoplasies are shared characters that are not a result of common ancestry, but of independent evolution of similar characters (they are not homologous).
Can result from convergent evolution.

13. Convergent Evolution
Convergent evolution occurs when natural selection, working under similar environmental pressures, produces similar (analogous) adaptations in organisms from different evolutionary lineages.

14. Phylogeny
When trying to determine evolutionary relationships (inferring a phylogeny), we only want to consider homologous characters.
Homoplasies can create errors.

15. Shared Primitive and Shared Derived Characteristics
Focusing on homologous structures, we need to determine when that character arose.
Newer characters tell us more!
Primitive (older) vs. derived (newer) characters

16. Shared Primitive and Shared Derived Characteristics
A shared primitive character is a homologous structure that is older than the branching of a particular clade from other members of that clade.
It is shared by more than just the taxon we are trying to define.
Example – mammals all have a backbone, but so do other vertebrates.

17. Shared Primitive and Shared Derived Characteristics
A shared derived character is a new evolutionary feature, unique to a particular group.
Example - all mammals have hair, and no other animals have hair.
These are the features that are most useful for determining evolutionary relationships!

18. Ancestral Character States
The ancestral character state is the form of the character that was present in the common ancestor of the group.
Variations of the character that arose later are called derived character states.

19. Polarity
Polarity (which version of the trait is ancestral) is determined by using outgroup comparison.
An outgroup is closely related, but not part of the group being examined (the ingroup).

20. Polarity
An ancestral character is one that is found in both the study group and the outgroup.
Derived character groups are those found in the study groups but not the outgroups.

21. Clades
Clades are groups that share derived characters and form a subset within a larger group.
A clade is a unit of common evolutionary descent.

22. Synapomorphy
A synapomorphy is a derived character that is shared by all the members of the clade.
Using synapomorphies to define clades will result in a nested hierarchy of clades.

23. Symplesiomorphy
Ancestral character states for a taxon are called plesiomorphic.
Symplesiomorphies are shared ancestral characters.
Symplesiomorphies do not provide useful information for forming a nested series of clades.

24. Cladogram
The nested hierarchy of clades can be shown as a cladogram that is based on synapomorphies.

25. Monophyletic
A valid clade is monophyletic, it consists of the ancestor species and all its descendants.

26. Paraphyletic
A paraphyletic clade consists of an ancestral species and some, but not all, of the descendants.

27. Polyphyletic
A polyphyletic clade includes many species that lack a common ancestor.

28. Cladistics
Cladistics, also called phylogenetic systematics, is a taxonomic theory that is based on cladograms.
All taxa must be monophyletic!

29. Evolutionary Taxonomy
Traditional Evolutionary taxonomy is based on common descent and the amount of evolutionary change to rank higher taxa.
Sometimes this type of classification includes paraphyletic groupings.

30. Cladistics
Since all groupings must be monophyletic in cladistics, the paraphyletic arrangement of ape families doesn’t work.
Humans, chimpanzees, gorillas, and orangutans are now all included together in one monophyletic family - Hominidae.

31. Sister Groups
A sister group is a pair of taxa that are most closely related to each other.
Humans are most closely related to chimpanzees, so humans & chimpanzees form a sister group.
Gorillas form a sister group to the clade containing humans and chimpanzees.

32. Cladistics vs. Evolutionary Taxonomy
The important difference between these two theories of taxonomy is that traditional evolutionary taxonomy sometimes accepts paraphyletic clades, while cladistics does not.
Both accept monophyletic clades.
Both reject polyphyletic clades.

33. Question 1
Who developed the classification system including the binomial scientific name in use today?
Darwin
Mendel
Linnaeus
Aristotle

34. Question 1
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35. Question 1
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36. Which of the following are considered to be taxa?
Question 2
Which of the following are considered to be taxa?
Phylum
Class
Family
Species
All of the above

37. Question 2
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38. Question 2
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39. Which example of binomial nomenclature is formatted correctly?
Question 3
Which example of binomial nomenclature is formatted correctly?
Homo sapiens
homo sapiens
Homo Sapiens
It doesn’t matter, they are all correct

40. Question 3
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41. Question 3
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42. Question 4
Which of these terms is associated with characters that share common ancestry.
Homology
Convergent evolution
Homoplasy
Analogy
All of the above

43. Question 4
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44. Question 4
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45. When defining a clade, what type of characters should we use?
Question 5
When defining a clade, what type of characters should we use?
Homoplasies
Shared primitive characters = symplesiomorphies
Shared derived characters = synapomorphies
All of the above

46. Question 5
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47. Question 5
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48. Question 6
The branching diagram that illustrates the nesting hierarchy of clades is called a
Family tree
Cladogram
Phylogenetic diagram
Taxonomic web

49. Question 6
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50. Question 6
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51. A monophyletic clade is one that contains
Question 7
A monophyletic clade is one that contains
An ancestor and all of its descendants.
An ancestor and some of its descendants.
Several species that lack a common ancestor.
One species.

52. Question 7
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53. Question 7
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54. A polyphyletic clade is one that contains
Question 8
A polyphyletic clade is one that contains
An ancestor and all of its descendants.
An ancestor and some of its descendants.
Several species that lack a common ancestor.
One species.

55. Question 8
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56. Question 8
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57. A paraphyletic clade is one that contains
Question 9
A paraphyletic clade is one that contains
An ancestor and all of its descendants.
An ancestor and some of its descendants.
Several species that lack a common ancestor.
One species.

58. Question 9
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59. Question 9
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60. This cladogram illustrates a ________________ clade.
Question 10
This cladogram illustrates a ________________ clade.
Monophyletic
Paraphyletic
Polyphyletic
None of the above

61. Question 10
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62. Question 10
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63. Question 11
Which of the following statements about the difference between cladistics and traditional evolutionary taxonomy is false?
Both accept monophyletic clades
Both accept paraphyletic clades
Cladistics rejects paraphyletic clades, while evolutionary taxonomy sometimes accepts them.
Both reject polyphyletic clades.

64. Question 11
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65. Question 11
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66. Question 12
Which of the following cladograms incorrectly illustrates sister groups?

67. Question 12
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68. Question 12
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