Life Sciences Department, Vertebrates Division, Natural History Museum, London, SW7 5BD, UK.
Department of Genetics, Evolution and Environment, University College London, London, WC1E 6BT, UK.
Integr Comp Biol. 2019 Sep 1;59(3):669-683. doi: 10.1093/icb/icz120.
The field of comparative morphology has entered a new phase with the rapid generation of high-resolution three-dimensional (3D) data. With freely available 3D data of thousands of species, methods for quantifying morphology that harness this rich phenotypic information are quickly emerging. Among these techniques, high-density geometric morphometric approaches provide a powerful and versatile framework to robustly characterize shape and phenotypic integration, the covariances among morphological traits. These methods are particularly useful for analyses of complex structures and across disparate taxa, which may share few landmarks of unambiguous homology. However, high-density geometric morphometrics also brings challenges, for example, with statistical, but not biological, covariances imposed by placement and sliding of semilandmarks and registration methods such as Procrustes superimposition. Here, we present simulations and case studies of high-density datasets for squamates, birds, and caecilians that exemplify the promise and challenges of high-dimensional analyses of phenotypic integration and modularity. We assess: (1) the relative merits of "big" high-density geometric morphometrics data over traditional shape data; (2) the impact of Procrustes superimposition on analyses of integration and modularity; and (3) differences in patterns of integration between analyses using high-density geometric morphometrics and those using discrete landmarks. We demonstrate that for many skull regions, 20-30 landmarks and/or semilandmarks are needed to accurately characterize their shape variation, and landmark-only analyses do a particularly poor job of capturing shape variation in vault and rostrum bones. Procrustes superimposition can mask modularity, especially when landmarks covary in parallel directions, but this effect decreases with more biologically complex covariance patterns. The directional effect of landmark variation on the position of the centroid affects recovery of covariance patterns more than landmark number does. Landmark-only and landmark-plus-sliding-semilandmark analyses of integration are generally congruent in overall pattern of integration, but landmark-only analyses tend to show higher integration between adjacent bones, especially when landmarks placed on the sutures between bones introduces a boundary bias. Allometry may be a stronger influence on patterns of integration in landmark-only analyses, which show stronger integration prior to removal of allometric effects compared to analyses including semilandmarks. High-density geometric morphometrics has its challenges and drawbacks, but our analyses of simulated and empirical datasets demonstrate that these potential issues are unlikely to obscure genuine biological signal. Rather, high-density geometric morphometric data exceed traditional landmark-based methods in characterization of morphology and allow more nuanced comparisons across disparate taxa. Combined with the rapid increases in 3D data availability, high-density morphometric approaches have immense potential to propel a new class of studies of comparative morphology and phenotypic integration.
随着高分辨率三维(3D)数据的快速生成,比较形态学领域已经进入了一个新阶段。有了数千种物种的免费 3D 数据,利用这种丰富表型信息的定量形态学方法正在迅速涌现。在这些技术中,高密度几何形态测量方法为稳健地描述形状和表型整合提供了一个强大而通用的框架,表型整合是形态特征之间的协方差。这些方法对于分析复杂结构和不同分类群特别有用,因为这些分类群可能共享很少明确同源的标志点。然而,高密度几何形态测量也带来了挑战,例如,通过半标志点的放置和滑动以及 Procrustes 叠加等配准方法引入的统计但不是生物学协方差。在这里,我们展示了蜥蜴类、鸟类和蚓螈类的高密度数据集的模拟和案例研究,这些研究例证了高维表型整合和模块性分析的前景和挑战。我们评估了:(1)“大”高密度几何形态测量数据相对于传统形状数据的相对优势;(2)Procrustes 叠加对整合和模块性分析的影响;(3)使用高密度几何形态测量和离散标志点进行分析时,整合模式的差异。我们表明,对于许多颅骨区域,需要 20-30 个标志点和/或半标志点来准确描述它们的形状变化,而仅使用标志点的分析特别难以捕捉颅顶和吻骨的形状变化。Procrustes 叠加可以掩盖模块性,尤其是当标志点以平行方向协变时,但这种效应随着更具生物学复杂性的协变模式而减小。标志点变化对质心位置的方向影响比对标志点数量的影响更大。整合的整体模式,仅标志点和标志点加滑动半标志点分析通常是一致的,但仅标志点分析往往显示相邻骨骼之间的整合度更高,尤其是当放置在骨骼之间的骨缝上的标志点引入边界偏差时。与包括半标志点的分析相比,在去除了尺寸效应后,仅标志点分析显示出更强的整合,因此尺寸效应可能是仅标志点分析中整合模式的更强影响因素。高密度几何形态测量存在挑战和缺点,但我们对模拟和经验数据集的分析表明,这些潜在问题不太可能掩盖真正的生物学信号。相反,高密度几何形态测量数据在描述形态方面优于传统的基于标志点的方法,并允许在不同的分类群之间进行更细致的比较。结合 3D 数据可用性的快速增加,高密度形态测量方法具有巨大的潜力,可以推动比较形态学和表型整合的新一类研究。