A three-dimensional analysis of the morphological evolution and locomotor behaviour of the carnivoran hind limb
© Martín-Serra et al.; licensee BioMed Central Ltd. 2014
Received: 4 December 2013
Accepted: 10 June 2014
Published: 14 June 2014
The shape of the appendicular bones in mammals usually reflects adaptations towards different locomotor abilities. However, other aspects such as body size and phylogeny also play an important role in shaping bone design.
We used 3D landmark-based geometric morphometrics to analyse the shape of the hind limb bones (i.e., femur, tibia, and pelvic girdle bones) of living and extinct terrestrial carnivorans (Mammalia, Carnivora) to quantitatively investigate the influence of body size, phylogeny, and locomotor behaviour in shaping the morphology of these bones. We also investigated the main patterns of morphological variation within a phylogenetic context.
Size and phylogeny strongly influence the shape of the hind limb bones. In contrast, adaptations towards different modes of locomotion seem to have little influence. Principal Components Analysis and the study of phylomorphospaces suggest that the main source of variation in bone shape is a gradient of slenderness-robustness.
The shape of the hind limb bones is strongly influenced by body size and phylogeny, but not to a similar degree by locomotor behaviour. The slender-robust “morphological bipolarity” found in bone shape variability is probably related to a trade-off between maintaining energetic efficiency and withstanding resistance to stresses. The balance involved in this trade-off impedes the evolution of high phenotypic variability. In fact, both morphological extremes (slender/robust) are adaptive in different selective contexts and lead to a convergence in shape among taxa with extremely different ecologies but with similar biomechanical demands. Strikingly, this “one-to-many mapping” pattern of evolution between morphology and ecology in hind limb bones is in complete contrast to the “many-to-one mapping” pattern found in the evolution of carnivoran skull shape. The results suggest that there are more constraints in the evolution of the shape of the appendicular skeleton than in that of skull shape because of the strong biomechanical constraints imposed by terrestrial locomotion.
One of the key aspects of species biology is locomotion, which determines many important behavioural activities such as foraging, hunting, escaping from predators, or migrating [1–3]. Therefore, the study of locomotor adaptations in living and extinct species is crucial to understanding their role in present and past ecosystems [4, 5].
Natural selection has led to morphological adaptations in the postcranial skeleton, which have been largely treated in the literature as “ecomorphological indicators” of locomotion modes in living species. Thus, several studies on locomotor evolution in mammals have used limb indicators of ecological adaptations to determine paleobiological aspects in extinct species [6–14]. However, natural selection is not always the only factor in shaping morphological traits [15–17]. It is important to investigate the effects of different potential sources of variation prior to identifying possible ecomorphological correlates, such as phylogenetic inheritance [15–17] or allometry [18–23].
This study investigated the influence of phylogeny, allometry, and locomotor behaviour in shaping the morphology of the hind limb bones (i.e., femur, tibia, and pelvic girdle bones) in mammalian carnivores (extant and extinct taxa from the order Carnivora plus some taxa from the closely-related order Creodonta). We used mammalian fissiped carnivorans (i.e., a paraphyletic group that includes members of the mammalian order Carnivora exclusive of members of the clade Pinnipedia, which were excluded due to their highly aquatic specialization) as a model system for the following reasons: (i) their mode of locomotion is remarkably diverse, including arboreal, terrestrial, and semiaquatic modes [24–28]; (ii) they have a different hunting styles, including pursuing, pouncing, ambushing, or hunting [9, 29–36]; and (iii) their phylogenetic relationships are well characterised .
This article forms part of a wider study on the ecomorphology and evolution of the appendicular skeleton in the order Carnivora with a particular focus on the influence of various factors in shaping the fore- and hind limb bones. We complement the analysis of the forelimb  by studying the evolution of the hind limb. This study will therefore lead to a complete picture of the morphological evolution of all major limb bones of the carnivoran appendicular skeleton as a whole.
Our predictive hypothesis was that there would be many similarities between the evolution of the bone shape of the fore- and hind limbs. However, as these limbs have several functional differences and anatomical peculiarities, we also predicted that there would be some differences in their patterns of evolution. For example, it has been demonstrated that the forelimbs of domestic dogs support a greater proportion of body weight than the hind limbs [39, 40] and this could be the case for all fissiped carnivorans. If this supposition were correct, it would be reasonable to assume that allometry has less effect on the hind limb bones than on the forelimb bones. Furthermore, hind limbs are thought to be more important in providing impulse during acceleration and running than the forelimbs [39, 41, 42] and therefore locomotor behaviour could have a stronger influence on shaping the hind limb than the forelimb. On the other hand, many carnivoran species use their forelimbs for activities other than the ones involved in locomotion, such as grasping, climbing, or manipulating prey [28, 33, 43] and this could also be a potential source of morphological differences between the fore- and hind limbs.
We used 3D geometric morphometrics to characterize the morphology of the hind limb bones (i.e., femur, tibia and the pelvic girdle bones) in order to answer the following questions: i) Is there an allometric effect in shaping the morphology of the hind limb bones; (ii) Is there a phylogenetic signal in all hind limb bones? (iii) Is there an association between locomotor behaviour and the shape of these bones? (iv) What are the evolutionary pathways followed by the hind limb long bones? (v) Is the evolutionary pattern of the hind limb similar to that of the forelimb? (vi) Does the appendicular skeleton – fore- and hind limbs – reflect functional and ecological convergences similar to the way the craniodental skeleton reflects them?
Phylogeny and size
Results of assessing the presence of a phylogenetic signal in each hind limb bone shape (Pco) and size (Log-Cs)
Phenotypic spaces and their histories of occupation
The PCA performed on the shape of the femur yielded two significant PCs, which together explained around 52% of the original variance. The first PC (Figure 3C, x axis) mainly differentiated the extinct creodont Patriofelis, the ursids Ailuropoda melanoleuca and Ursus spelaeus, and the “false saber-tooth” Barbourofelis with negative scores from most canine canids. The maned wolf (Chrysocyon brachyurus) had extreme positive scores. In contrast, the second PC (Figure 3C, y axis) differentiated the species into a gradient that starts at the femur of Eira barbara (within mustelids), felids, and procyonids with positive scores and ends at the femur of Lontra canadensis with extreme negative scores. The corresponding shapes at the extremes of these eigenvectors are shown in Figure 3D and Additional file 2B.
The PCA performed on the shape of the tibia gave two significant PCs, which jointly accounted for approximately 74% of the total shape variation. PC I (Figure 3E, x axis) differentiated the tibia of most canines and Acinonyx jubatus (within felids) with positive scores from the tibia of Barbourofelis, Hoplophoneus, Ursus spelaeus, and Ailuropoda melanoleuca with extreme negative scores according to a set of morphological traits (Figure 3F and Additional file 2C). However, PC II (Figure 3E, y axis) differentiated the species into a gradient that starts at the tibia of Barbourofelis and Hoplophoneus and ends at the tibia of most ursids according to the shape changes shown in Figure 3F and Additional file 2C.The phylomorphospaces of the femur and tibia are clearly different from that of the pelvis (compare Figure 3A with Figure 3C and 3E) because the phylomorphospaces of the long bones have long terminal branches and short internal ones. This suggests that some families overlap with each other, creating a “messy” pattern. In fact, the reconstruction of the basal nodes of each family for both long bones suggests that shape divergence mainly occurred within each family (Figure 4B and 4C).
A between-group PCA was performed for each bone to investigate the effect of locomotor behaviour on hind limb bone shapes (see Additional file 3: Table S1).
The first two PCs obtained for the femur accounted for more than 80% of the total variance (Figure 5C). The first component differentiated semiaquatic Lontra canadensis with negative scores from other species with positive scores (Figure 5C, x axis). In contrast, the second component mainly differentiated cursorial species and some terrestrial species with positive scores from scansorial species, arboreal species, and some terrestrial species with negative scores (Figure 5C, y axis). The morphological changes associated with these eigenvectors are shown in Figure 5D and Additional file 4B.
The between-group PCA performed on the tibia provided the first two PCs that accounted for around 88% of the total variance (Figure 5E). The first axis differentiated some cursorial species and some terrestrial species with positive scores from the remaining taxa (Figure 5E, x axis). The second PC mainly differentiated the semifossorial European badger plus some cursorial and terrestrial species with positive scores from other taxa (Figure 5E, y axis). The morphological changes associated with these eigenvectors are shown in Figure 5F and Additional file 4C.
Phylogeny and allometry are significant sources of bone variation
The permutation test showed that phylogeny influences the shape and size of the hind limb bones (Table 1). These results are in line with those obtained for the forelimb bones [13, 26, 28, 38]. It appears that the shape and size of the carnivoran appendicular skeleton were acquired early during the evolution of each family and were maintained with little variation during their subsequent evolution.
The shape of the hindlimb is strongly influenced by size differences (i.e., allometry) and this association is not merely due to a phylogenetic correlation (Figures 1 and 2). Given the similarity between these results and previous findings for the forelimb bones , we suggest that the shape of the entire appendicular skeleton of fissiped carnivorans is strongly influenced by size differences. These results are in line with previous research on limb-bone scaling in mammals [18, 21, 44].
With the sole exception of the tibia, the allometric changes were related to bone robustness (Figures 1B, 1D and 2B, and 2D) and probably indicate the need of larger animals to manage increasing stresses due to their large body size . However, increased bone robustness is not the only way to reduce peak stresses in large-sized animals; the adoption of a more upright posture also reduces bending stresses and increases the effective mechanical advantage of muscles [20, 45]. The size-related shape changes shown for the tibia involve an increase of shaft curvature and a change in the condyles in the proximal epiphysis to a more horizontal position (Figures 1F and 2F). These shape changes could be related to large-sized species needing to adopt a more upright posture because these changes enhance resistance to axial stresses at the expense of bending stresses .
The allometric changes in the hind limb bones described above are generally equivalent to those obtained for the forelimb bones shape described in Martín-Serra et al..
Morphological variability and phylomorphospaces
The difference in phylogenetic conservatism between the PCA obtained for the pelvis and the PCAs obtained for the long bones are equivalent to findings obtained for the forelimb . We found that the scapula was a more conservative bone than the humerus or the radius-ulna complex. This implies that the tight connection of the pelvis to the axial skeleton is not a potential cause of its phylogenetic conservatism. This is because the scapula is not directly connected to the axial skeleton and is also a highly conservative bone. Similarly, the fact that the scapula is composed mainly by a single element (as the coracoid is a small process with little relevance compared with the main body of the scapula ) could indicate that the more complex structure of the pelvis (formed by three different fused elements) is not a feasible explanation for its phylogenetic conservatism. In contrast, the differences between the proximal and distal elements of the limbs could be explained by their different developmental origin .
The first PC of the size-free shapes of the femur and tibia shows that the main axis of shape variation is a gradient of slenderness-robustness (Figure 3C and 3F). However, there are numerous morphological similarities among distantly related taxa with different ecologies. On the one hand, having slender bones is common to most canine canids, hyenids, the extinct “dog-like” bear Hemicyon, the cheetah, the bobcat, and the serval. However, having slender bones is a morphological solution, which could be favoured by natural selection for different purposes such as the active pursuit of prey (e.g., the cheetah), long-distance pursuit (e.g., wolves), or long-distance foraging (e.g., foxes). In any case, slender hind limb bones indicate cursorial adaptations, i.e., an increased capacity to run faster and/or to run for longer distances with more energetic efficiency [5, 9, 24, 48–50]. On the other hand, distantly related taxa with different ecologies also share extremely robust hind limb bones. For example, the European badger, the extinct cave bear, and some procyonids share robust femora and tibiae. This is also the case for the extinct Patriofelis (order Creodonta), the false saber-toothed cats Barbourofelis and Hoplophoneus, and the saber-tooth Smilodon. In mammalian carnivores, having robust limb bones is thought to be an adaptation in order to resist axial and bending stresses  related to multiple activities such as moving excavated soil during digging (e.g., the European badger) or withstanding body weight loads generated during hunting in large cats [25, 29, 33, 36, 51, 52].
In summary, several distantly related taxa adapted to different ecological habits and functional necessities share bone morphologies that involve having slender or robust limbs. We found little differentiation between the behavioural categories, which could be due to the fact that many ecological contexts could favour one solution or another.
Locomotor behaviour is only partially reflected by the shape of the hind limb bones
The six ecological groups were not clearly differentiated by the between-group PCAs performed to investigate the effects of ecology on bone shape variation. Species are differentiated according to their phylogenetic relationships. For example, bone morphology does not differentiate terrestrial canids from cursorial canids and terrestrial felids are not differentiated from scansorial felids. A visual inspection of the phylomorphospaces shows a clear phylogenetic effect in the distribution of taxa because internal branches are larger than more terminal branches (Figure 5A, 5C and 5E). These results were expected, as other authors have found that phylogeny strongly influences bone morphology and locomotor behaviour [27, 53].
This article has demonstrated that the shape of the hind limb bones is strongly influenced by size differences. In addition, allometric shape changes show that large-sized species have pelvises with larger areas for the attachment of proximal limb muscles. They also have more robust femora. The shape of their tibiae suggests that they have a more upright posture compared to smaller species. These allometric shape changes are not merely due to a phylogenetic pattern. Nevertheless, phylogeny and size have a strong influence on limb bone shape. Furthermore, the phenotypic spaces indicated that, once size effects are discarded, the main axis of shape variation is still a gradient of slenderness-robustness. We hypothesized that this axis reflects an adaptive trade-off between maintaining energetic efficiency during locomotion – acquired by having slender bones – and resisting high peak stresses – acquired by having robust bones. However, both morphological extremes can be adaptive in multiple ecological scenarios and behavioural contexts leading to a lack of a one-to-one correspondence between morphology and function. Thus, several species with very different ecologies have similar hind limb bone shapes, which is probably due to the presence of strong biomechanical and phylogenetic constraints that mask the association between locomotor behaviour and bone shape. In fact, we found that the ecological influence on limb bone shape was very weak when we analysed specific morphological differences between several ecological groups.
The pattern of hind limb shape evolution described in this article is equivalent to the pattern of forelimb shape evolution . This tight correspondence between the fore- and hind limb in shape evolution means that future studies can investigate the patterns of morphological integration between both limbs from structural and functional perspectives. Thus, we suggest that the entire appendicular skeleton of mammalian carnivores represents a conspicuous example of a “one-to-many” pattern of evolution between phenotype and function. Strikingly, this pattern of evolution is in complete contrast to the “many-to-one” pattern for the evolution of the craniodental skeleton in which similar morphological solutions evolved multiple times in different lineages to accomplish similar functions such as feeding . This suggests that the appendicular skeleton could be more constrained than the crania, probably because of the strong biomechanical constraints imposed by active locomotion.
The data set included 135 pelvises, 194 femora, and 194 tibiae from 46 species of modern carnivorans and 27 extinct ones (see Additional file 3: Tables S1, S2 and S3). Modern and extinct species were selected to include the highest morphological variability within each family as far as possible. We also included Patriofelis† or Hyaenodon pervagus† (Mammalia, Creodonta) whenever possible with a similar purpose, i.e., to increase morphological variability by including an example of a closely related mammalian order, such as Creodonta . Adult specimens alone were included to avoid the effects of ontogenetic variation. Adults were defined by the complete fusion of the epiphysis to the diaphysis. All the specimens were housed in the following institutions: American Museum of Natural History (AMNH, New York), Natural History Museum (NHM, London), Naturhistorisches Museum (NMB, Basel), Museo Nacional de Ciencias Naturales (MNCN, Madrid), Museo di Storia Naturale (MSN, Firenze), Staten Naturhistoriske Museum (SNM, Copenhagen), and Museo de Ciencias Naturales de Valencia (MCNV, Valencia).
Digitized landmarks and three-dimensional model construction
Shape visualizations at the extremes of the multivariate axes were performed by warping the scanned surface of a Panthera onca (femur and tibia) and an Uncia uncia (pelvis), using Landmark software  (see  for further details).
We performed a Procrustes fit  using the landmark coordinates. To avoid the effects of static allometry, we averaged the Procrustes coordinates (Pco) and Centroid size (Cs) by species. We averaged by genus those specimens not identified at the species level (e.g., Tomarctus sp., Hoplophoneus sp.). Only in the case of Smilodon sp. we averaged by genus in order to avoid taxonomical uncertainty at the genus level. These procedures and all the following statistical analyses were performed using the MorphoJ software . All these morphometric data are available in Additional file 5.
The phylogenetic signal in limb bone shape and size
The effect of size on limb bone shape
Multivariate regression  was performed to evaluate the effects of interspecific allometry of shape (Pco) on size (Log-transformed Cs) for each bone. However, species cannot be treated as statistically independent data points because they are related by phylogeny . Thus, independent contrasts analysis  was applied to the shape and size of limb bones. Multivariate regression of independent contrasts for shape on independent contrasts for Log-transformed centroid size was performed to investigate the effects of evolutionary allometry. Finally, these regression vectors were applied to the species dataset to obtain the residuals following the method of Klingenberg and Marugán-Lobón . These residuals were used in all multivariate analyses.
A permutation test (10,000 iterations) was used to assess the statistical significance of all the regressions versus the null hypothesis of complete size independence .
Phenotypic variability and evolution
Principal Components Analysis was used to investigate phenotypic variation from the covariance matrix of the shape of the bones. In addition, to reconstruct the phylogenetic history of phenotypic space occupation, we created phylomorphospaces for each hind limb bone [38, 64, 67, 68, 74–79].
The influence of locomotor behaviour on limb bone shape
We classified extant carnivoran species within different locomotor groups (Additional file 3: Table S1) following the categories of Samuels et al.  to quantify the influence of locomotor behaviour on limb bone shape: (1) cursorial, i.e., species that display rapid locomotion on the ground by galloping; (2) scansorial, i.e., species that are able of climbing but do not forage in trees; (3) arboreal, i.e., species that forage in trees; (4) semifossorial, i.e., species that typically dig; (5) semiaquatic, i.e., species that typically swim; and (6) terrestrial, i.e., species that do not climb, swim, or typically run quickly.
A between-group PCA was performed following the approach of Mitteroecker and Bookstein . We averaged the size-free shapes of all the species within the six locomotor groups. We then computed the PCs from these six averages and plotted the species by applying these eigenvectors to the species. This methodology reveals the morphological axes that better differentiate the group averages. In addition, between-group PCA avoids the problems of Canonical Variate Analysis associated with a small within-group sample size when the dimensionality of the data is high . Subsequently, we created between-group phylomorphospaces for each limb bone shape. We used these phylomorphospaces to investigate whether there is a phylogenetic pattern in the distribution of species even though the PCs were obtained to specifically investigate ecological influences in shape variation.
Availability of supporting data
The data sets supporting the results of this article are available in the Dryad Digital Repository: doi:10.5061/dryad.8h6nf .
We are grateful to F. Serrano, C. M. Janis and J. A. Pérez-Claros, C. P. Klingenberg and two anonymous reviewers for their helpful discussions and comments, which helped us to improve the quality of this paper. We thank J. Galkin and E. Westwig (AMNH, New York), R. Portela and A. Currant (NHM, London), J. Morales and M. J. Salesa (MNCN, Madrid), M. Belinchón (MCNV, Valencia), L. Costeur (NMB, Basel), E. Cioppi (MSN, Firenze) and K. L. Hansen (SNM, Copenhagen) for kindly providing us with access to the specimens under their care and to S. Almécija for providing us with the bone scanning surfaces. This study was supported by a PhD Research Fellowship (FPU) to AM-S from the “Ministerio de Educación y Ciencia” and the CGL2012-37866 grant to BF from the “Ministerio de Economía y Competitividad”.
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