Guinot Danièle, Tavares Marcos, Castro Peter
Muséum national d'Histoire naturelle, Département Milieux et peuplements aquatiques, CP 53, 61 rue Buffon, F-75231 Paris cedex 05, France.
Zootaxa. 2013;3665:1-414. doi: 10.11646/zootaxa.3665.1.1.
The patterns of complexity of the male and female sexual openings in Brachyura, which have been the source of uncertainties and conflicting opinions, are documented, together with a study of the morphologies of the coxal and sternal gonopores in both sexes, penises, spermathecae, and gonopods. The vulvae, male gonopores and penises are described among selected taxa of Eubrachyura, and their function and evolution examined in the context of a wide variety of mating behaviours. The location of female and male gonopores, the condition of the penis (coxal and sternal openings and modalities of protection), and related configurations of thoracic sternites 7 and 8, which are modified by the intercalation of a wide sternal part (thoracic sternites 7 and 8) during carcinisation, show evidence of deep homology. They represent taxonomic criteria at all ranks of the family-series and may be used to test lineages. Of particular significance are the consequences of the posterior expansion of the thoracic sternum, which influences the condition, shape, and sclerotisation of the penis, and its emergence from coxal (heterotreme) to coxo-sternal, which is actually still coxal (heterotreme), in contrast to a sternal emergence (thoracotreme). The heterotreme-thoracotreme distinction results from two different trajectories of the vas deferens and its ejaculatory duct via the P5 coxa (Heterotremata) or through the thoracic sternum (Thoracotremata). Dissections of males of several families have demonstrated that this major difference not only affects the external surface (perforation of the coxa or the sternum by the ejaculatory duct) but also the internal anatomy. There is no evidence for an ejaculatory duct passing through the articular membrane between the P5 coxa and the thoracic sternum in any Brachyura, even when the sternal male gonopore is very close to the P5 coxa. Trends towards the coxo-sternal condition are exemplified by multistate characters, varying from a shallow depression to a long groove along expanded sternites 7 and 8, and ultimately their complete, extended junction typifying the most derived coxo-sternal condition. The coxo-sternal condition is indicative of a long evolutionary history, as evidenced by the presence of multistate characters (e.g., Dorippidae, Goneplacoidea) or by a single, well-established condition (e.g., Chasmocarcinidae, Ethusidae, Panopeidae Eucratopsinae, Rhizopidae, Scalopidiidae). The penial area proves to be an essential diagnostic feature in Brachyura, with a value comparable to that of the gonopods. Penis protection is ubiquitous in Brachyura irrespective of length, and several modalities of protection prevail, which necessitate different modifications of associated structures. A long penis in a gutter developed from a partial invagination of sternite 8 induces the formation of a new "suture" at the same level as the preceding suture 6/7. Such a "supplementary suture 7/8" exists among unrelated heterotreme families (e.g., Ethusidae, Panopeidae Eucratopsinae, Pseudorhombilidae, Rhizopidae). A fully protected penis, concealed in a groove within a complete invagination of sternite 8 in the form of two contiguous plates, evolved independently (homoplasy) in Palicoidea and Chasmocarcinidae (Goneplacoidea), with sternite 8 present as a single plate in females. In condylar protection, described for the first time and occurring in several heterotreme families, the penis emerges from the extremity of the P5 coxo-sternal condyle or from its anterior border instead of from the coxa itself. A penis precisely lodged in a small excavation on sternite 8, which is lined by a row of stiff setae, is unique to Brachyura, and represents a new synapomorphy of the Homoloidea. Five modalities of penis protection are recognised in Podotremata, eight in Eubrachyura (six in Heterotremata and two in Thoracotremata). Special attention has been paid to Dorippoidea (Dorippidae and Ethusidae), which shows transformation series from coxal to coxo-sternal conditions. The coxo-sternal condition is not an intermediate towards the thoracotreme organisation, and a step in heterotreme evolution is the adoption of the coxo-sternal condition. An extreme carcinisition may also result in the sternal arrangement of male gonopores in the form of a "sternitreme" disposition, as in the case of Hymenosomatoidea, which displays a broad thoracic sternum and true sternal male gonopores (as in thoracotremes) together with several plesiomorphic traits that are assumed to represent an old, deeply-rooted heterotreme clade. A sternitreme condition evolved independently in the most ancestral heterotreme clades (such as Hymenosomatoidea) and in Thoracotremata. The older the lineage of a heterotreme is, the higher the possibility of having evolved carcinisation. Evidence that "derived" traits may be the consequence of a strong carcinisation, rather than being recently acquired, necessitates reconsidering certain character states in Brachyura. Eubrachyurans can only evolve either the heterotreme or the thoracotreme arrangement, the consistency of the inferred ancestral characters states providing a useful criterion for evaluating ancestral trait reconstructions. A widened thoracic sternum together with sternal gonopores may be present in carcinised heterotremes such as hymenosomatoids. The thoracic sternum provides a reliable complex of characters that must be carefully interpreted. The hypothesis of a coxo-sternal disposition in Cryptochiroidea and Pinnotheroidea, generally considered thoracotremes, is rejected, and an alternative interpretation of their status is discussed. A new interpretation of the phylogeny of Cryptochiroidea is outlined, but the origin of Pinnotheroidea remains puzzling. The sella turcica, frequently regarded a synapomorphy of Eubrachyura, is redefined as the structure formed by the endosternal intertagmal phragma that connects the tagma/thorax and the tagma/abdomen to thoracic interosternite 7/8. It is here termed the "brachyuran sella turcica" and is shown to be synapomorphic to all Brachyura. The Eubrachyura synapomorphically shares the fusion of the thoracic interopleurite 7/8 with the brachyuran sella turcica, forming the "eubrachyuran sella turcica". In contrast, some Podotremata (Cyclodorippoidea and Raninoidea) share a connection between the sella turcica and the thoracic interosternite 6/7. Six main patterns of the thoracic sternum in relation to variations in sutures 4/5-7/8 are recognised in Eubrachyura, whereas several subpatterns that include variations in the median line are distinguished. The evolution of the thoracic sternum and axial skeleton is reassessed in Podotremata and Eubrachyura. A posteriormost location of the male gonopore (coxal or sternal) in relation to sternite 8 characterises many brachyurans (Cryptochiroidea, Hymenosomatoidea, Majoidea, Matutidae, Menippidae, Orithyioidea, Parthenopoidea, Ucididae, Grapsoidea--including Percnidae, Plagusiidae, Varunidae), in contrast to a location close to suture 7/8 in other groups. The thoracic sternum/pterygostome junction, which has multistate characters, is shown to be a valuable taxonomic criterion. The shapes of the sterno-abdominal depression and sterno-abdominal cavity provide diagnostic features that are helpful in suprageneric assignments. The monophyly of Brachyura, Eubrachyura, and Thoracotremata is reaffirmed. The monophyly of Brachyura is supported by the interdependence of the two pairs of gonopods and penis. An abdomen permanently flexed and held by the pereopods and/or the homoloid press button (on sternite 4) or typical eubrachyuran press-button (on sternite 5) may be considered a synapomorphy of Brachyura, the absence of this condition considered a loss. The double abdominal-locking system ("double peg") on sternite 5, a device discovered in three families of the extinct Palaeocorystoidea from the Upper Aptian, is similar to the double hook present in living lyreidids, although it is lost in all other raninoid extant members. New evidence shows that the abdominal holding was an early occurrence for a brachyuran crab. The Raninoidea, sister to Palaeocorystoidea, is characterised by gymnopleurity, a condition that results from the lifting of the carapace and thus the exposure of several pleurites. The narrowing of the body and thoracic sternum, almost certainly associated with their burrowing behaviour, is a diagnostic feature of raninoid evolution, in contrast to the widening observed in the remaining Brachyura. The monophyly of Heterotremata is discussed. Although the correct assignment of the coxal male gonopore and sternal female gonopore (vulva) at the base of Decapoda and Eubrachyura, respectively, left no synapomorphies to support the Heterotremata, the group nevertheless should be regarded as the sister group to Thoracotremata. The controversial monophyly of Podotremata is discussed and arguments are presented against the suppression of this taxon. The distinction of Homoloidia from Dromioidia is argued, and a classification of Podotremata, which considers the fossil record whenever possible, is presented. The earliest brachyurans are re-examined, and a new interpretation of the phylogeny of several basal eubrachyuran groups (Dorippoidea, Inachoididae, Palicoidea, Retroplumoidea) is proposed. Stenorhynchus shares a number of characters with the Inachoididae that differentiate them from Inachidae, and also has some distinctive features that warrants its assignment to a separate inachoidid subfamily, Stenorhynchinae, which is resurrected. The concealment strategies among Brachyura are documented and discussed. Podotremes use carrying behaviour, often combined with burying and concealment under substrates, whereas living within a host, burying, and decoration are used by heterotremes, burrowing being essentially a thoracotreme strategy. (ABSTRACT TRUNCATED)
短尾类雄性和雌性性开口的复杂模式一直是不确定性和相互矛盾观点的来源,本文记录了这些模式,并对两性的基节和腹板生殖孔、阴茎、受精囊和生殖肢的形态进行了研究。在真短尾类的选定分类群中描述了外阴、雄性生殖孔和阴茎,并在各种交配行为的背景下研究了它们的功能和进化。雌性和雄性生殖孔的位置、阴茎的状况(基节和腹板开口以及保护方式),以及胸腹板7和8的相关构型,在蟹化过程中因宽阔的腹板部分(胸腹板7和8)的插入而发生改变,显示出深度同源性的证据。它们代表了科级系列所有等级的分类标准,可用于检验谱系。特别重要的是胸腹板后部扩张的后果,它影响阴茎的状况、形状和硬化,以及阴茎从基节(异孔型)到基节 - 腹板的出现,实际上仍然是基节(异孔型),与腹板出现(胸孔型)形成对比。异孔型 - 胸孔型的区别源于输精管及其射精管通过P5基节(异孔亚目)或通过胸腹板(胸孔亚目)的两种不同轨迹。对几个科的雄性进行解剖表明,这种主要差异不仅影响外表面(射精管穿过基节或腹板),还影响内部解剖结构。在任何短尾类中,都没有证据表明射精管穿过P5基节和胸腹板之间的关节膜,即使雄性腹板生殖孔非常靠近P5基节。基节 - 腹板状况的趋势以多态特征为例,从沿着扩张的腹板7和8的浅凹陷到长凹槽不等,最终它们完全、延伸的连接代表了最衍生的基节 - 腹板状况。基节 - 腹板状况表明了漫长的进化历史,这通过多态特征的存在(例如黄道蟹科、梭子蟹总科)或单一、既定的状况(例如裂额蟹科、艾氏蟹科、梭子蟹科真短尾亚科、根足蟹科、梯蟹科)得到证明。阴茎区域被证明是短尾类的一个重要诊断特征,其价值与生殖肢相当。阴茎保护在短尾类中普遍存在,与长度无关,并且存在几种主要的保护方式,这需要对相关结构进行不同的修改。在沟中发育的长阴茎由腹板8的部分内陷形成,会在前缝线6/7的同一水平诱导形成新的“缝线”。这种“补充缝线7/8”存在于不相关的异孔类科中(例如艾氏蟹科、梭子蟹科真短尾亚科、伪菱蟹科、根足蟹科)。完全受保护的阴茎隐藏在腹板8完全内陷形成的凹槽中,呈两个相邻板的形式,在扇蟹总科和裂额蟹科(梭子蟹总科)中独立进化(同功性),而在雌性中腹板8以单板形式存在。在首次描述并存在于几个异孔类科中的髁状保护中,阴茎从P5基节 - 腹板髁的末端或其前缘出现,而不是从基节本身出现。精确地位于腹板8上一个小凹陷中的阴茎,该凹陷内衬有一排硬刚毛,是短尾类独有的,代表了同源总科的一个新的共衍征。在蛙蟹亚目中有五种阴茎保护方式,在真短尾类中有八种(在异孔亚目中有六种,在胸孔亚目中有两种)。特别关注了黄道蟹总科(黄道蟹科和艾氏蟹科),它显示了从基节到基节 - 腹板状况的转变系列。基节 - 腹板状况不是向胸孔型组织的中间阶段,异孔类进化的一个步骤是采用基节 - 腹板状况。极端的蟹化也可能导致雄性生殖孔以“腹板孔型”排列的形式出现在腹板上,就像膜壳蟹总科的情况一样,它显示出宽阔的胸腹板和真正的腹板雄性生殖孔(如胸孔类)以及一些被认为代表古老、根深蒂固的异孔类分支的原始特征。腹板孔型状况在最原始的异孔类分支(如膜壳蟹总科)和胸孔亚目中独立进化。异孔类的谱系越古老,发生蟹化的可能性就越高。“衍生”特征可能是强烈蟹化的结果,而不是最近获得的,这一证据使得有必要重新考虑短尾类中的某些特征状态。真短尾类只能进化出异孔型或胸孔型排列,推断的祖先特征状态的一致性为评估祖先特征重建提供了一个有用的标准。在蟹化的异孔类如膜壳蟹类中可能存在加宽的胸腹板和腹板生殖孔。胸腹板提供了一组可靠的特征,必须仔细解释。一般被认为是胸孔类的隐螯蟹总科和平壳蟹总科中基节 - 腹板排列的假设被拒绝,并讨论了对它们地位的另一种解释。概述了对隐螯蟹总科系统发育的一种新解释,但平壳蟹总科的起源仍然令人困惑。经常被视为真短尾类共衍征的蝶鞍,被重新定义为由连接头节/胸节和头节/腹部与胸内腹板7/8的内胸骨节间膈形成的结构。这里将其称为“短尾类蝶鞍”,并显示为所有短尾类的共衍征。真短尾类通过胸侧板7/8与短尾类蝶鞍的融合而共有,形成了“真短尾类蝶鞍”。相比之下,一些蛙蟹亚目(圆黄道蟹总科和蛙蟹总科)蝶鞍与胸内腹板6/7之间存在连接。在真短尾类中识别出六种与缝线4/5 - 7/8变化相关的胸腹板主要模式,而区分出了包括中线变化的几个子模式。在蛙蟹亚目和真短尾类中重新评估了胸腹板和轴骨骼的进化。许多短尾类(隐螯蟹总科、膜壳蟹总科、蜘蛛蟹总科、黎明蟹科、哲蟹科、鸟面蟹总科、人面蟹总科、玉蟹科、方蟹总科——包括毛刺蟹科、斜纹蟹科、蜞蟹科)雄性生殖孔(基节或腹板)相对于腹板8的最靠后位置与其他类群中靠近缝线7/8的位置形成对比。胸腹板/翼口节连接处具有多态特征,被证明是一个有价值的分类标准。胸腹凹陷和胸腹腔的形状提供了有助于超科级分类的诊断特征。再次确认了短尾类、真短尾类和胸孔亚目的单系性。短尾类的单系性由两对生殖肢和阴茎的相互依存关系支持。由步足和/或同源总科按钮(在腹板4上)或典型的真短尾类按钮(在腹板5上)永久弯曲并固定的腹部可被视为短尾类的共衍征,没有这种状况则被视为丧失。在晚阿普特世灭绝的古短尾蟹总科的三个科中发现的腹板5上的双腹锁定系统(“双栓”)类似于现存琴蟹科中存在的双钩,尽管在所有其他现存的蛙蟹类成员中都已丧失。新证据表明腹部固定是短尾蟹早期出现的特征。作为古短尾蟹总科姐妹群的蛙蟹总科以裸鳃状态为特征,这种状态是由头胸甲抬起从而暴露几个侧板导致的。身体和胸腹板变窄几乎肯定与其挖掘行为有关,这是蛙蟹类进化的一个诊断特征,与其余短尾类中观察到的变宽形成对比。讨论了异孔亚目的单系性。尽管分别在十足目和真短尾类基部正确分配基节雄性生殖孔和腹板雌性生殖孔(外阴)没有为支持异孔亚目留下共衍征,但该类群仍应被视为胸孔亚目的姐妹群。讨论了有争议的蛙蟹亚目的单系性,并提出了反对取消这个分类单元的论据。论证了同源总科与鼓蟹总科的区别,并提出了一个尽可能考虑化石记录的蛙蟹亚目分类。重新审视了最早的短尾类,并提出了对几个基部真短尾类群(黄道蟹总科、蝉蟹科、扇蟹总科、后羽蟹总科)系统发育的新解释。窄吻蟹与蝉蟹科有许多区别于蝉蟹科的特征,并且也有一些独特的特征,这使其被归入一个单独的蝉蟹亚科——窄吻蟹亚科,该亚科得以恢复。记录并讨论了短尾类中的隐藏策略。蛙蟹亚目采用携带行为,通常与在基质下掩埋和隐藏相结合,而异孔类采用生活在宿主内、掩埋和装饰,挖掘基本上是胸孔亚目的策略。