Livezey Bradley C
Museum of Natural History, University of Kansas, Lawrence, Kansas 66045, USA.
J Zool (1987). 1989 Oct;219(2):269-307. doi: 10.1111/j.1469-7998.1989.tb02582.x. Epub 2009 Mar 23.
A total of 622 skin specimens, 527 skeletons, and myological data compiled by Schreiweis (1972) were used to investigate morphometric patterns within and among the 18 Recent species of Spheniscidae, and to compare the family with a fighted species, the common diving-petrel (), considered by some authorities to be similar to the flighted ancestor of penguins. Fossil penguins also were studied using measurements from 111 skeletal elements representing 18 species. Most external and skeletal measurements follow interspecific rankings in body mass; the latter span a 30-fold range from 1 kg in to 30 kg in Flighted is only one-tenth the mass of the smallest spheniscid. Wing areas and body masses of penguins maintain approximate geometric similitude among species; the allometric coefficient is 0.62 ± 0.04. Several skeletal elements are less derived in conformation in the fossil penguins than in modern confamilials. Despite great variation in the lengths of wing and leg skeletons, penguins show relative consistency in proportions of wing elements; pelvic proportions were more variable within the Spheniscidae. Proportions within both limbs are distinctly different from those of Analysis of correlation structures within species of penguin revealed three major subsets of skeletal variables that are highly intercorrelated: trunk-skull lengths, appendicular-trunk widths, and appendicular lengths. Within these groups, measurements tend to separate by anatomical region and, to a lesser degree, by limb. Canonical analysis of skin and skeletal measurements revealed groupings of spheniscids on the basis of size and relatively complex shape variables. Cluster analyses of taxa on the canonical variates confirmed the similarity of congeners in and ; species of and, to a lesser degree, , are more heterogeneous. A cluster analysis of principal components of myological measurements tabulated by Schreiweis (1972) corresponded closely with phenetic groupings using external and skeletal variables. A canonical contrast between spheniscids and indicated that the families differ in a relatively complex skeletal dimension that only in part reflects overall size. Multivariate assessment of sexual dimorphism in external and skeletal variables indicated that: is least dimorphic; and are moderately dimorphic; and is most dimorphic. shows comparatively low dimorphism. Among-species and within-species first principal components of skeletal measurements (multivariate axes of skeletal 'size') differ from one another in their orientation, and both deviate from isometric size. The first principal component for skeletons of also deviated from isometric size, but the direction of this allometry is fundamentally different from that in penguins. Estimates of body mass for fossil penguins, based on principal components of available skeletal measurements, indicate that fossil species ranged from 3 kg to 81 kg in total mass; the largest fossil species was approximately 2.5 times as massive as the largest extant spheniscid. Much of the morphometric variation in the Spheniscidae is explainable on locomotory, ecological and thermodynamic grounds, and the associated phenetic groupings conform broadly with traditional generic classifications. The evolutionary significance of mensural correlations, allometric trends and differences between fossil and Recent species are discussed, and the need for a phylogenetic analysis of this highly specialized family of winged-propelled diving birds is stressed.
总共622个皮肤标本、527具骨骼以及施赖魏斯(1972年)汇编的肌肉学数据被用于研究18种现代企鹅科物种内部及之间的形态测量模式,并将该科与一种会飞的物种——普通潜海燕()进行比较,一些权威认为它与企鹅会飞的祖先相似。还利用代表18个物种的111个骨骼元素的测量数据对化石企鹅进行了研究。大多数外部和骨骼测量结果与体重的种间排名一致;后者的范围跨度为30倍,从 的1千克到会飞的 的30千克。会飞的 的体重仅为最小企鹅科物种的十分之一。企鹅的翼面积和体重在物种间保持近似的几何相似性;异速生长系数为0.62±0.04。与现代同科动物相比,化石企鹅的一些骨骼元素在形态上的特化程度较低。尽管翼骨和腿骨的长度差异很大,但企鹅翼部元素的比例相对一致;企鹅科内部骨盆比例的变化更大。四肢内部的比例与 的明显不同。对企鹅物种内部相关结构的分析揭示了三个高度相互关联的主要骨骼变量子集:躯干 - 头骨长度、附肢 - 躯干宽度和附肢长度。在这些组中,测量值往往按解剖区域分开,在较小程度上也按肢体分开。对皮肤和骨骼测量的典型分析揭示了基于大小和相对复杂形状变量的企鹅科分组。对分类群在典型变量上的聚类分析证实了 和 同属物种的相似性; 和 的物种,在较小程度上还有 的物种,更为多样化。对施赖魏斯(1972年)列出的肌肉学测量主成分的聚类分析与使用外部和骨骼变量的表型分组密切对应。企鹅科与 的典型对比表明,这两个科在一个相对复杂的骨骼维度上存在差异,该维度仅部分反映总体大小。对外部和骨骼变量中性二态性的多变量评估表明: 的二态性最小; 和 的二态性中等; 的二态性最大。 的二态性相对较低。骨骼测量的种间和种内第一主成分(骨骼“大小”的多变量轴)在方向上彼此不同,并且都偏离等距大小。 的骨骼第一主成分也偏离等距大小,但这种异速生长的方向与企鹅根本不同。基于现有骨骼测量主成分对化石企鹅体重的估计表明,化石物种的总质量范围从3千克到81千克;最大的化石物种的质量约为最大现存企鹅科物种的2.5倍。企鹅科的许多形态测量变异可以从运动、生态和热力学角度得到解释,相关的表型分组大致符合传统的属分类。讨论了测量相关性、异速生长趋势以及化石物种与现代物种之间差异的进化意义,并强调了对这个高度特化的翼推进潜水鸟类家族进行系统发育分析的必要性。