The study of the evolutionary development of groups of organisms. The relationships are hypothesized based on the idea that all life is derived from a common ancestor.
TWO TYPES OF CLASSIFICATION
PHENETICS
PHYLOGENETICS
Phylogenetics Systematics
From the Greek work "klados" which means "branch", first developed by German entomologist Willi Hennig
Cladistics or Phylogenetic Systematics
The method that groups organisms that share derived characters
Cladogram or Phylogenetic Tree
A branching diagram that conceptually represents the best estimate of phylogeny
Cladogram
Used by a scientist studying phylogenetic systematics to visualize the groups of organisms being compared, how they are related, and their most common ancestors
Can be simple, comparing only two or three groups of organisms, or it can be enormously complex and contain all the known forms of life
Parts of a Cladogram
Root represents the first common ancestor of all species
Nodes represent the separating stem point of origin, each node represents a possible ancestor who gave birth to two or more offspring species
Clade consists of an origin and all of its descendants, contains a certain node and all of its related branches
Lines represent evolutionary time, or a series of organisms that lead to the population it connects to
Taxon or outgroup is the most distantly related organism in the entire chart
Orientation of a Cladogram
Taxon Selection
Includes both the group as a whole, called the study group or ingroup, and the individual unit taxa, termed Operational Taxonomic Units, or OTUs
Outgroup
A taxon that is closely related to but not a member of the ingroup, used to root a tree
Cautions in Taxa Selection
The OTUs have to be clearly defined and distinguished from one another
The size of the study group itself needs to be sufficient to include in the analysis all likely closely related OTUs
Monophyly must be determined for both OTUs and the group as a whole before any analysis is conducted
Monophyletic
A valid clade that consists of the ancestor species and all its descendants
Paraphyletic
A grouping that consists of an ancestral species and some, but not all, of the descendants
Polyphyletic
A grouping that includes numerous types of organisms that lack a common ancestor
Outgroup
A species or group of species that is closely related to the ingroup, the various species being studied
Homologies
Shared characteristics that originated in an ancestor of the taxon
Character Selection and Definition
Characters that are genetically determined and heritable (termed intrinsic)
Characters that are relatively invariable within an OTU
Characters that denote clear discontinuities from other similar characters and character states
Shared Ancestral Character
A character that originated in an ancestor of the taxon
Shared Derived Character
An evolutionary novelty unique to a particular clade
In cladistics, only shared derived characters are considered informative about evolutionary relationships
Shared Ancestral Characters
Chloroplast
Anchors or roots
Derived Characteristic
Unique to that clade, e.g. flower
Discrete Characters
A particular type of data, which contain information on how the species should be grouped together
Character Correlation
An interaction between what are defined as separate characters, but which are actually components of a common structure, the manifestation of a single evolutionary novelty
Homologous Characters or Character States
Identical traits present in the common ancestor of two or more taxa
Homologous Taxa
Thought to have similar or identical DNA sequences or gene groups through common ancestry, which could influence the evolution of a shared structure
Homology
Traits have common ancestry, may/may not share function, may/may not look alike
Analogy
Traits with common function evolved separately, do not share ancestry
Homoplasy
Traits are similar because of convergent evolution, parallel evolution or character reversal
Types of Transformation Series
Binary character - a character with only two character states where only one transformation series exists
Multistate characters - characters having three or more character states which can be arranged in transformation series that are either ordered or unordered
Unordered transformation series - allows for each character state to evolve into every other character state with equal probability, in a single evolutionary step
Ordered transformation series - places the character states in a predetermined sequence that may be linear or branched
Character Weighting
The assignment of greater or lesser taxonomic importance to certain characters over other characters in determining phylogenetic relationships
Character Polarity
The designation of relative ancestry to the character states of a morphocline - are they ancestral or derived?
Character Matrix
A table that lists terminal taxa as rows and the characters as columns, with each cell coded with the character state applicable for each taxon-character combination
Three Basic Assumptions in Cladistics
Change in characteristics occurs in lineages over time
Any group of organisms are related by descent from a common ancestor
There is a bifurcating pattern of cladogenesis
Plesiomorphic
The "original" state of a characteristic
Apomorphic
The "changed" state of a characteristic
Bifurcating Pattern of Cladogenesis
New kinds of organisms may arise when existing species or populations divide into exactly two groups
How to Construct a Cladogram
1. Compile a table of characters being compared
2. Use the data to construct a Venn diagram
3. Convert the Venn diagram into a Cladogram
Principle of Parsimony
The cladogram that is the shortest has the fewest number of steps, as character state changes are accepted as most probable because it minimizes the number of ad hoc hypotheses
Maximum Likelihood
The principle that given certain rules about how DNA changes over time, a tree can be found that reflects the most likely sequence of evolutionary events