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Phylogenetic Analysis – Part 2 Spring 2014

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Page 1: Phylogenetic Analysis – Part 2 Spring 2014. Outline   Why do we do phylogenetics (cladistics)?   How do we build a tree?   Do we believe the tree?

Phylogenetic Analysis – Part 2

Spring 2014

Page 2: Phylogenetic Analysis – Part 2 Spring 2014. Outline   Why do we do phylogenetics (cladistics)?   How do we build a tree?   Do we believe the tree?

Outline

Why do we do phylogenetics (cladistics)?

How do we build a tree?

Do we believe the tree?

Applications of phylogenetics (cladistics)

Page 3: Phylogenetic Analysis – Part 2 Spring 2014. Outline   Why do we do phylogenetics (cladistics)?   How do we build a tree?   Do we believe the tree?

Why do we do phylogenetic analyses?

Evolutionary interpretation of relationships between organisms.

More reliable method of ascertaining the best hypothesis for how the organisms diverged from common ancestors.

Provides a better rationale for circumscribing taxonomic groups.

Enables testing of multiple hypotheses of relationships and character evolution based on specific character transformations.

Page 4: Phylogenetic Analysis – Part 2 Spring 2014. Outline   Why do we do phylogenetics (cladistics)?   How do we build a tree?   Do we believe the tree?

Willi Hennig(1913-1976)

German Entomologist (Diptera)

Page 5: Phylogenetic Analysis – Part 2 Spring 2014. Outline   Why do we do phylogenetics (cladistics)?   How do we build a tree?   Do we believe the tree?

Warren Herbert Wagner(1920-2000)

American Botanist (Pteridophytes,

Dendrogrammaceae)

Page 6: Phylogenetic Analysis – Part 2 Spring 2014. Outline   Why do we do phylogenetics (cladistics)?   How do we build a tree?   Do we believe the tree?

How do we build a tree?

Data: Types of characters

Look for synapomorphies

Assemble the hierarchy of synapomorphies according to the principle of parsimony

Page 7: Phylogenetic Analysis – Part 2 Spring 2014. Outline   Why do we do phylogenetics (cladistics)?   How do we build a tree?   Do we believe the tree?

Parsimony

The idea that the simplest hypothesis is the best explanation given the assumptions of the analysis.

Also known as Occam’s Razor In systematics, we look for the shortest trees

in any given phylogenetic analysis (maximum parsimony)…

…even though we know that evolution doesn’t necessarily proceed in a parsimonious manner.

Page 8: Phylogenetic Analysis – Part 2 Spring 2014. Outline   Why do we do phylogenetics (cladistics)?   How do we build a tree?   Do we believe the tree?

Data: type of characters

Character Selection:Must study each individual character to assure comparisons of homologous characters, and interpretation of the direction of character state transformations.

Some sources of characters: 1) morphology (external structure) or anatomy (internal

structure)

2) biochemical (photosynthetic pathway, pigmentation pathways, etc.)

3) chromosome numbers

4) nucleotide sequence data ( a t c g )

Page 9: Phylogenetic Analysis – Part 2 Spring 2014. Outline   Why do we do phylogenetics (cladistics)?   How do we build a tree?   Do we believe the tree?

Character states

Presence vs. absence (0 or 1): always binary (two states)

Other binary characters (0 or 1): yellow vs. white flowers; range of measurements (quantitative)

Multi-state characters (3 or more states): e.g., yellow, white, or pink flowers or a t g c for nucleotide sequence data

For binary or multi-state characters, can hypothesize the direction of evolutionary change (transformation series)

Page 10: Phylogenetic Analysis – Part 2 Spring 2014. Outline   Why do we do phylogenetics (cladistics)?   How do we build a tree?   Do we believe the tree?

Fig. 2.2

Pollen wall thickness µm (x axis)

Page 11: Phylogenetic Analysis – Part 2 Spring 2014. Outline   Why do we do phylogenetics (cladistics)?   How do we build a tree?   Do we believe the tree?

Fig. 2.4 Examples of character state transformations

Page 12: Phylogenetic Analysis – Part 2 Spring 2014. Outline   Why do we do phylogenetics (cladistics)?   How do we build a tree?   Do we believe the tree?

But how to hypothesize direction?

We usually have some working knowledge of the group under study (ingroup).

We choose a group thought to be closely related to the ingroup to serve as the outgroup as a basis of comparison.

Character states in the outgroup are assumed to be ancestral (plesiomorphic).

This allows us to establish the direction of character state transformation.

Page 13: Phylogenetic Analysis – Part 2 Spring 2014. Outline   Why do we do phylogenetics (cladistics)?   How do we build a tree?   Do we believe the tree?

Phylogenetics or Cladistics

Dixonia

Dixonia

Page 14: Phylogenetic Analysis – Part 2 Spring 2014. Outline   Why do we do phylogenetics (cladistics)?   How do we build a tree?   Do we believe the tree?

We need an outgroup, so wechoose the closely related genus Attigalea (there isevidence for this from otherstudies).

Cladistics

Attigalea

Dixonia

Ingroup

Page 15: Phylogenetic Analysis – Part 2 Spring 2014. Outline   Why do we do phylogenetics (cladistics)?   How do we build a tree?   Do we believe the tree?

Cladistics: characters

1. Leaf arrangement: alternate (0) or opposite (1)

2. Leaf midrib: white (0) or green (1)3. Leaf apex: rounded (0) or spiny (1)4. Sepals: present (0) or absent (1)5. Flower color: yellow (0) or blue (1)6. Subtending floral bracts: absent (0) or

present (1)

Page 16: Phylogenetic Analysis – Part 2 Spring 2014. Outline   Why do we do phylogenetics (cladistics)?   How do we build a tree?   Do we believe the tree?

Cladistics: characters

1. Leaf arrangement: alternate (0) or opposite (1)

2. Leaf midrib: white (0) or green (1)3. Leaf apex: rounded (0) or spiny (1)4. Sepals: present (0) or absent (1)5. Flower color: yellow (0) or blue (1)6. Subtending floral bracts: absent (0) or

present (1)

Page 17: Phylogenetic Analysis – Part 2 Spring 2014. Outline   Why do we do phylogenetics (cladistics)?   How do we build a tree?   Do we believe the tree?

Cladistics: matrix

Character 1 2 3 4 5 6

Species 1 1 1 0 1 1 0

Species 2 1 0 0 1 0 0

Species 3 1 1 0 1 0 1

Species 4 1 1 0 1 1 0

Species 5 1 1 0 1 0 1

Species 6 1 1 1 1 1 0

Species 7 0 0 0 0 0 0

Species 8 0 0 1 0 0 0

Outgroup (Attigalea) Ingroup (Dixonia)

Page 18: Phylogenetic Analysis – Part 2 Spring 2014. Outline   Why do we do phylogenetics (cladistics)?   How do we build a tree?   Do we believe the tree?

Cladistics: matrix

Character 1 2 3 4 5 6

Species 1 1 1 0 1 1 0

Species 2 1 0 0 1 0 0

Species 3 1 1 0 1 0 1

Species 4 1 1 0 1 1 0

Species 5 1 1 0 1 0 1

Species 6 1 1 1 1 1 0

Species 7 0 0 0 0 0 0

Species 8 0 0 1 0 0 0

Page 19: Phylogenetic Analysis – Part 2 Spring 2014. Outline   Why do we do phylogenetics (cladistics)?   How do we build a tree?   Do we believe the tree?

Cladistics7 8 2 4 3 5 6 1

Leaves opposite

Sepals absent

Page 20: Phylogenetic Analysis – Part 2 Spring 2014. Outline   Why do we do phylogenetics (cladistics)?   How do we build a tree?   Do we believe the tree?

Cladistics: matrix

Character 1 2 3 4 5 6

Species 1 1 1 0 1 1 0

Species 2 1 0 0 1 0 0

Species 3 1 1 0 1 0 1

Species 4 1 1 0 1 1 0

Species 5 1 1 0 1 0 1

Species 6 1 1 1 1 1 0

Species 7 0 0 0 0 0 0

Species 8 0 0 1 0 0 0

Page 21: Phylogenetic Analysis – Part 2 Spring 2014. Outline   Why do we do phylogenetics (cladistics)?   How do we build a tree?   Do we believe the tree?

Cladistics7 8 2 4 3 5 6 1

Leaves opposite

Sepals absent

Midrib green

Page 22: Phylogenetic Analysis – Part 2 Spring 2014. Outline   Why do we do phylogenetics (cladistics)?   How do we build a tree?   Do we believe the tree?

Cladistics: matrix

Character 1 2 3 4 5 6

Species 1 1 1 0 1 1 0

Species 2 1 0 0 1 0 0

Species 3 1 1 0 1 0 1

Species 4 1 1 0 1 1 0

Species 5 1 1 0 1 0 1

Species 6 1 1 1 1 1 0

Species 7 0 0 0 0 0 0

Species 8 0 0 1 0 0 0

Page 23: Phylogenetic Analysis – Part 2 Spring 2014. Outline   Why do we do phylogenetics (cladistics)?   How do we build a tree?   Do we believe the tree?

Cladistics7 8 2 5 3 4 6 1

Leaves opposite

Sepals absent

Midrib green

Blue flowers

Floral bractspresent

Page 24: Phylogenetic Analysis – Part 2 Spring 2014. Outline   Why do we do phylogenetics (cladistics)?   How do we build a tree?   Do we believe the tree?

Cladistics: matrix

Character 1 2 3 4 5 6

Species 1 1 1 0 1 1 0

Species 2 1 0 0 1 0 0

Species 3 1 1 0 1 0 1

Species 4 1 1 0 1 1 0

Species 5 1 1 0 1 0 1

Species 6 1 1 1 1 1 0

Species 7 0 0 0 0 0 0

Species 8 0 0 1 0 0 0

Page 25: Phylogenetic Analysis – Part 2 Spring 2014. Outline   Why do we do phylogenetics (cladistics)?   How do we build a tree?   Do we believe the tree?

purple fringe

sepals absent

floral bractspresent

midrib green

Length = 5 steps

Attigalea Dixonia

Page 26: Phylogenetic Analysis – Part 2 Spring 2014. Outline   Why do we do phylogenetics (cladistics)?   How do we build a tree?   Do we believe the tree?

Cladistics: matrix

Character 1 2 3 4 5 6

Species 1 1 1 0 1 1 0

Species 2 1 0 0 1 0 0

Species 3 1 1 0 1 0 1

Species 4 1 1 0 1 1 0

Species 5 1 1 0 1 0 1

Species 6 1 1 1 1 1 0

Species 7 0 0 0 0 0 0

Species 8 0 0 1 0 0 0

Homoplasy?Polymorphism in the outgroup

Page 27: Phylogenetic Analysis – Part 2 Spring 2014. Outline   Why do we do phylogenetics (cladistics)?   How do we build a tree?   Do we believe the tree?

purple fringe

sepals absent

floral bractspresent

midrib green

spiny leaftip

spiny leaf tip

Length = 7 steps

Attigalea Dixonia

Page 28: Phylogenetic Analysis – Part 2 Spring 2014. Outline   Why do we do phylogenetics (cladistics)?   How do we build a tree?   Do we believe the tree?

Do we believe the tree?

Various programs to generate trees. Various measures of statistical support

for the clades and for the characters. Can quantify the effects of homoplasy. Can test alternate arrangements to

examine the number of steps involved.

Page 29: Phylogenetic Analysis – Part 2 Spring 2014. Outline   Why do we do phylogenetics (cladistics)?   How do we build a tree?   Do we believe the tree?

purple fringe

sepals absent

floral bractspresent

midrib green

spiny leaftip

spiny leaf tip

Length = 10 steps (7 - 1 + 4)

Attigalea Dixonia

Page 30: Phylogenetic Analysis – Part 2 Spring 2014. Outline   Why do we do phylogenetics (cladistics)?   How do we build a tree?   Do we believe the tree?

Phylogenetic Methodology1. Selection of taxa to study - Individuals, populations,

species, etc. identified as the units of comparison. One or more related groups (outgroups) necessary to “root” the trees.

2. The units under study described for as many characters as possible for which homology can be demonstrated or reasonably assumed. Character states assigned based on variation among the taxa in the ingroup and outgroup(s) and a priori hypotheses of the evolutionary direction of changes undergone by the character (character state polarization) are generated based on outgroup comparison.

3. A data matrix is assembled by scoring all taxa for all characters (ideally).

Page 31: Phylogenetic Analysis – Part 2 Spring 2014. Outline   Why do we do phylogenetics (cladistics)?   How do we build a tree?   Do we believe the tree?

Phylogenetic Methodology(continued)

4. Using various analytical principles (maximum parsimony), a cladogram is constructed using synapomorphic character state changes to determine the tree topology. Systematists are seeking to define monophyletic groups (= clades).

5. Evaluation of the statistical confidence in how robustly the data support the grouping of organisms into clades is done next.

6. The subsequent grouping and ranking of the organisms in the resulting clades is then applied to classification systems or other questions.

Page 32: Phylogenetic Analysis – Part 2 Spring 2014. Outline   Why do we do phylogenetics (cladistics)?   How do we build a tree?   Do we believe the tree?

Applications of phylogenetics

Classification

Biogeography

Many other possibilities (e.g., disease tracking, gene annotation)

Page 33: Phylogenetic Analysis – Part 2 Spring 2014. Outline   Why do we do phylogenetics (cladistics)?   How do we build a tree?   Do we believe the tree?

Cladistics and Classification

- Classifications based on tree topologies…Is it the best tree? Will new data and new tree topologies necessitate complete overhaul of classification?

- Remember, systematists would like to define and name monophyletic groups (clades). Is this always possible? Must we accept paraphyletic groups?

- Classifications must also be useful for communication. Do the groups truly represent the best evolutionary hypothesis, and yet are the classifications useful?

Page 34: Phylogenetic Analysis – Part 2 Spring 2014. Outline   Why do we do phylogenetics (cladistics)?   How do we build a tree?   Do we believe the tree?

Phylogenetics and Classification

Page 35: Phylogenetic Analysis – Part 2 Spring 2014. Outline   Why do we do phylogenetics (cladistics)?   How do we build a tree?   Do we believe the tree?

Phylogenetics and Classification

Fig. 2.19A-C

Page 36: Phylogenetic Analysis – Part 2 Spring 2014. Outline   Why do we do phylogenetics (cladistics)?   How do we build a tree?   Do we believe the tree?

Adansonia(baobab tree)

(Judd et al. 2008)

Phylogenetics and Biogeography

Page 37: Phylogenetic Analysis – Part 2 Spring 2014. Outline   Why do we do phylogenetics (cladistics)?   How do we build a tree?   Do we believe the tree?

Fig. 2.22

Phylogenetics andCharacter Evolution

Page 38: Phylogenetic Analysis – Part 2 Spring 2014. Outline   Why do we do phylogenetics (cladistics)?   How do we build a tree?   Do we believe the tree?

Fig. 19.11

Phylogenetics and ConservationAnomochloa

bamboo bluegrassBig bluestem

Northern sea oats

Grama grass