Why Classify?
1. An aid to memory: It's easier to remember the
characteristics of an entire group of organisms than to recall
the individual characters of individual organisms over and over!
2. An aid to prediction: If one knows that all members
of a particular taxon have a particular set of characteristics,
then there's a good bet that a new member of that taxon may
have some of those (useful?) characteristics, too. (such as antibiotic
production, edibility, etc.)
3. An aid to explaining evolutionary relationships
4. Provides a stable, relatively unchanging system
of INTERNATIONALLY RECOGNIZABLE NAMES.
Why bother with long, Latinized scientific names?
- Common names can be confusing! Many names in different
languages exist for the same organism, and many different organisms
share the same common name.
- With Latinized scientific nomenclature, there's one
species, one name and NO CONFUSION.
- Remember: Always use your Greek and Latin Word Roots by Donald Borror when you
encounter a scientific name or term you don't know. It's the best way to
learn.
TAXONOMY - the science of naming and classifying organisms
SYSTEMATICS - the science of determining evolutionary
relationships among organisms.
(Most Systematists are also taxonomists.)
In the earliest studies of biodiversity
- classifications were based on subjective logic
- system was to order "like" organisms which
reflected a "natural order" (kosmos)
- scientific names were long, cumbersome sentences
that described the organism.
1735 - Swedish botanist Carl Linne (a.k.a. Linnaeus) published
Systema naturae,outlining a new system of binomial nomenclature. It's
still in use today.
In the Linnaean system, every scientific name consists of an organism's
Genus and species, the names of which are always GREEK, LATIN or LATINIZED
versions of other languages or terms.
Example: Oryctolagus cuniculus
Each species is nested in every taxonomic level above genus in ever more INCLUSIVE
groups:
DOMAIN - Kingdom - Phylum - Class - Order - Family - Genus (plural =
genera) - species
(Insert clever mnemonic device here)
In general, scientific names have a specific meaning, usually describing
the species. For example,
Eleutherodactylus planirostris, the Greenhouse Frog:
- eleutheros is Greek for...
- dactyl is Greek for...
- plani is Greek for...
- rostris is Greek for...
(So what do you suppose this frog looks like?)
Many species are at least partially named after people, but these proper
names, too, must be Latinized:
Example: Chilomeniscus savagei
- chilo is Greek for...
- meniscus is Greek for...
- And "savagei" is the Latinization of the last name of Dr. Jay Savage,
eminent herpetologist (and professor emeritus at the University of Miami).
Check out some entertaining scientific names.
What is a Taxon?
"TAXON" is a generic term used to describe a group of
organisms that has been classified together at any given taxonomic
level (Kingdom, order, family, etc.) without specifying that level.
The Three Aspects of a Taxon
1. The taxon's name
For example, the name of the taxon containing all domestic dogs is Canis familiaris. The order to which all dogs belong (along with a host of other flesh-eating mammals with specialized cutting teeth called carnassials) is Carnivora.
2. The taxon's rank
For example, the taxon Mammalia is assigned the taxonomic rank of Class. The taxon's rank has no true biological significance. It serves only to help the biologist locate the taxon within the hierarchy.
The relative rank of a given organism within its larger and smaller groupings is more relevant than the rank itself, which is subject to change.
For example, it's important to know that all members of Felis are classified within the larger taxon "Carnivora," and that all carnivores are classified within the still larger taxon "Mammalia." It's less important to struggle to recall that "Carnivora" is an order and "Mammalia," is a class (especially since those ranks can change with new data).
Many institutions now use rankless system in publication, in which taxa are described only by their name, with rank being tacitly understood. An author using this system will write "Mammalia" rather than "Class Mammalia" to avoid confusion as the ranks shift and change along with new information.
3. The taxon's content
All the students in this class are members of the genus Homo and the species Homo sapiens. This is the biologically relevant aspect of the taxon. By grouping specific individuals within a single species, related species within a single genus, related genera within a single family and so on, the systematist tells us which organisms are believed to be most closely related to one another, in terms of common evolutionary ancestry.
The Levels of Taxonomy
- classification: the ordering of organisms into groups based on their relationships
- alpha taxonomy - the describing and naming of species
- beta taxonomy - arranging species into a system
of higher classification (genus through Kingdom and Domain)
- gamma taxonomy - study of the biological aspects of species,
such as intraspecific variation and the actual mechanisms of speciation.
Who Keeps Track of All This?
1901 - formation of the International Commission of Zoological Nomenclature (ICZN)
1930 - ICBN (...Botanical...) formed
1947 - ICBacterial Nomenclature formed
In any one system, no two species can have the same scientific name.
However, sometimes there is overlap between systems,
with animal and plant sharing the same genus name:
e.g. : Heliconius is a butterfly (note that genus name is masculine)
Heliconia is a plant (note that genus name is feminine)

(Note: whenever a scientific name has a gender (masculine or feminine), both
genus and species must have the same gender.
- Masculine ending: -us
- Feminine ending: -a
- ...and there are many endings which are neither masculine nor
feminine.
A Few Rules of Nomenclature
The Practical Application of Taxonomy
Here's an excellent overview of
the importance of phylogenetic
systematics from the University of California at Berkeley Museum of
Paleontology.
Knowledge of
classification at the alpha, beta and gamma levels can save you and
the ecosystems around you.
A Parasite's Tale
Early 1900's - sporadic, localized outbreaks of malaria (caused by
- Plasmodium, a protozoan blood parasite, and transmitted by a
vector species, female mosquitoes of the genus Anopheles) were
believed to be caused by Anopheles maculipennis. Puzzling: This
was a widespread species. Why were outbreaks so localized?
- Work by two systematists (Hackett in 1937 and Bates in 1940) revealed that
"A. maculipennis" was actually several *sibling* species, each of which had
a distinct ecology, diurnal periodicity and habitat.
- Knowing this, those in charge of eradication efforts were able to
specifically target the responsible species and wipe out the problem.
Evil Fern Weevil
- 1920's - Hawaiian forest preserves' fern populations were severely threatened
by the invasion of an exotic fern weevil (Syagrius fulvitarsis). No one
knew where it was native, and it was highly reproductive and difficult to
control.
- 1921 - systematist Pemberton identified a single museum specimen, labeled with
locality, as Australian.
- The beetle's natural predators from Australia could then be determined
and (after careful study) used as biological control.
Ecological Side Note...
NATIVE species - one which evolved in the area in which it is
found.
EXOTIC species - imported to an area away from its native habitat;
non-native.
For more information on Exotic Infasive Plant Species in southern Florida,
visit:
U.F. Hendry County Cooperative Extension
Office
University of
Florida Center for Aquatic and Invasive Plants
A taxon has dimensions in space (geographical range) and time (its evolutionary
history).
Let's have a look at evolutionary relationships of apes.
- Gibbons (Hylobates spp.)
- Orangutans (Pongo pygmaeus)
- Gorillas (Gorilla gorilla)
- Chimpanzees (Pan troglodytes)
- Bonobos (Pan paniscus)
- Humans (Homo sapiens)
This phylogenetic tree (from Human Molecular Genetics - Evans, 2004) is based upon
amino acid sequences in a protein
known as ASPM, which is believed by some to be involved in the formation of
the central nervous system (brain and spinal cord) in vertebrates.
Side Note:
For
the record, the authors use the Ka/Ks ratios in the ASPM gene in these
various lineages to create the tree.
- Ks = frequency of synonymous changes in the gene
(mutations that don't change the amino acid sequence of the protein)
- Ka = frequency of
nonsynonymous substitutions in the gene
(mutations that do cause a change the amino acid sequence of the
protein)
A high Ka/Ks ratio means that the number of amino acid
changes in that lineage is greater than would be
predicted by random chance. This suggests that the protein sequence has
been under selective pressure, though no one knows for certain (yet) what
ASPM does.
Notice that the authors used an outgroup, the taxon that's closely related
to the entire assemblage, but isn't included within the taxonomic group unders study. Owl monkeys are
classified within Order Primates, but they are in Family Cebidae--not
Hylobatidae (Gibbons) or Pongidae (Great Apes). (The authors also included other mammals, but did not include them in this phylogenetic tree.)
The more symplesiomorphies a taxon within your study group shares with the
outgroup, the more likely it is that it has a recency of common descent
with that outgroup, and may be more primitive with respect to the other
members of the assemblage.
The more synapomorphies two groups exhibit, the more recent their common
ancestor. For example, if the phylogenetic tree of the Great Apes above
is correct, you can surmise that humans and chimpanzees exhibit more
synapomorphies (shared, derived characters) than do humans and
gorillas. Similarly, Gorillas, chimpanzees, and humans
exhibit more synapomorphies (as a group) than do Gibbons and humans.
Any taxon's evolutionary history and phylogenetic relationships can be diagrammed with a
phylogenetic tree such as this one showing the relationships among the Animalia.
You will construct phylogenetic trees in your Systematics Lab. Be sure to read and try it out before the lab.
Constructing Phylogenies That Reflect Common Ancestry
The goal of the systematist is to construct phlogenies that show recency of common descent. This means that all valid taxa must be MONOPHYLETIC.
In some cases, phylogenies do not accurately reflect evolutionary relationships, as in the case of (invalid) taxa that are POLYPHYLETIC or PARAPHYLETIC.
In some cases, true evolutionary relationships cannot be determined with the data available, or a group may be in the process of being classified. In this case, members of a group may be placed (hopefully temporarily!) into a FORM TAXON.
Form taxon: a taxon whose members are included in the group more on the basis
of shared, known similarities in morphology, physiology, etc. than on known
evolutionary relationships. (e.g., "Kingdom" Protista, "Kingdom" Monera, "Phylum"
Deuteromycota)
THREE SCHOOLS OF THOUGHT IN EVOLUTIONARY BIOLOGY
Classical Evolutionary
Phenetic
Cladistic
Classical Evolutionary System
Was once the most commonly taught philosophy
both common ancestry and time of evolutionary diversification since
splitting from a common ancestor are considered
important.
specialization after a branch point is considered important
monophyletic & paraphyletic groups are acceptable
This method tends to be less objective than cladistic system;
investigator bias has often clouded true evolutionary relationships
The Phenetic System
- a system of convenience, somewhat akin to the library's Dewey Decimal
System.
- based on measurable, morphological characters, not evolutionary
relationships
- all morphological features are considered equally important in this system (no
characters are "weighted" with more significance)
- characters are chosen at random, to eliminate bias.
- classifications made on the basis of overall % of shared similarity.
- Problem: any rank higher than species is often polyphyletic, due to
CONVERGENCE of morphological characters.
monophyly, paraphyly and polyphyly have no meaning to the pheneticist (a.k.a.
"numerical taxonomist"). The hard core pheneticist might assert that
because true evolutionary relationships are not possible to know (we can't
go back and make sure), that such terms are irrelevant and impossible to
confirm.
The Cladistic System
- devised by German biologist Willi Hennig and published in 1950.
Four Tenets of Cladism:
1. cladogenesis (speciation) is the only quantifiable feature of evolution.
2. all taxa must be monophyletic
3. all evolutionary relationships must be measured in terms of recency of
common descent.
4. the rank of a taxon is automatically determined by the age of the common
ancestor.
Phyla had all branched off by the pre-Cambrian
Classes, by the Cambrian and Devonian
Orders by the Carboniferous and Permian
Families by the Triassic & Early Cretaceous
Tribes by the Late Cretaceous and Oligocene
Genera by the Miocene
All cladogenesis now taking place is at the species level.
(Let's think
about this for a moment...)
In the Cladistic System:
- only derived characters are informative in determining evolutionary
relationships.
- The more shared, derived characters two taxa exhibit, the more recent their
common ancestry.
- degree of specialization after a branch point gives no further useful
information about evolutionary relationships (or classification)
- Over time, an ancestral stem taxon gives rise to daughter (=
sibling) taxa.
- The branching of a single, ancestral taxon into two new taxa is known
as cladogenesis. (Look up the meaning of "cladogenesis" in your Word
Root Dictionary.)
- Fossils are treated the same as extant taxa: a fossil organism can not be
said to be ancestral to an extant taxon. It can be said ONLY that a
particular fossil taxon shares a common ancestor with a particular extant
taxon.
- The Cladist uses shared, derived characters to devise a phylogenetic
tree that is (hoped to be) based on recency of descent from a common
ancestor.
- Such a phylogenetic tree is called a
CLADOGRAM.
- More than one cladogram may be consistent with the data. In this case
the systematist chooses the most parsimonious (i.e., the simplest; the tree with the fewest
steps, which is thus the simplest explanation of the relationships) to be
the "working hypothesis."
- This doesn't mean that the cladist believes that evolution is always
parsimonious. But until more data become available, the simplest
explanation is the model of choice.
- organisms are ranked and classified SOLELY on the basis of recency of
common ancestry.
- The time dimension of the phylogenetic tree is the most important; physical
differentiation after cladogenesis is relatively unimportant.
Where Classical Evolutionary Taxonomy and Cladistics Part Ways...
In the Classical system, birds are accorded separate Class status, even though they share a most recent common ancestor with crocodilians and dinosaurs. The Classical Evolutionary Taxonomist would say that characters such as feathers (modified scales), homeothermy(the ability to maintain constant body temperature metabolically) and endothermy(the ability to produce body heat metabolically) make birds sufficiently different from other reptiles that they should be placed in their own class.
In the Cladistic system, birds are considered part of Reptilia because of their common ancestry with other reptiles. To give them separate status simply because of their specializations obfuscates true evolutionary relationships. To the Cladist:
- feathers are a synapomorphy that link all birds together, with respect to all other vertebrates (none of which have scales modified to form feathers).
- If one considers only birds, however, feathers become a symplesiomorphy
shared by all birds. Their presence offers no further useful information in separating birds into smaller, less inclusive taxa.
The bird example above illustrates how the degree of specialization after a branch point
GIVES NO FURTHER USEFUL INFORMATION in terms of elucidating common
ancestry. In fact, common ancestry can be obscured if such specializations are used to justify ascribing separate taxonomic status to a group with such specializations. (e.g., assigning birds to a separate Class, Aves, simply because they are "so different" from other descendants of the reptilian ancestor).
A recent cladogram of terrestrial vertebrate relationships can be seen here, at the Tree of Life. And of special interest are the relationships between the vertebrates known as Amniota. (hey look! there's us!)
Be sure to read "Concept 25.4" in your text: Genes, Genomes and Genome evolution AND "Concept 25.5": Molecular Clock.