Grant Taran, Kluge Arnold G
Division of Vertebrate Zoology, Herpetology, American Museum of Natural History, New York, NY 10024, USA; Department of Ecology, Evolution, and Environmental Biology, Columbia University, New York, NY 10027, USA.
Museum of Zoology, University of Michigan, Ann Arbor, MI 48109, USA.
Cladistics. 2004 Feb;20(1):23-31. doi: 10.1111/j.1096-0031.2004.00003.x.
An ideographic concept of character is indispensable to phylogenetic inference. Hennig proposed that characters be conceptualized as "transformation series", a proposal that is firmly grounded in evolutionary theory and consistent with the method of inferring transformation events as evidence of phylogenetic propinquity. Nevertheless, that concept is usually overlooked or rejected in favor of others based on similarity. Here we explicate Hennig's definition of character as an ideographic concept in the science of phylogenetic systematics. As transformation series, characters are historical individuals akin to species and clades. As such, the related concept of homology refers to a historical identity relation and is not equivalent to or synonymous with synapomorphy. The distinction between primary and secondary homology is dismissed on the grounds that it conflates the concept of homology with the discovery operations used to detect instances of that concept. Although concern for character dependence is generally valid, it is often misplaced, focusing on functional or developmental correlation (both of which are irrelevant in phylogenetic systematics but may be valid in other fields) instead of the historical/transformational independence relevant to phylogenetic inference. As an ideographic science concerned with concrete objects and events (i.e. individuals), intensionally and extensionally defined properties are inconsistent with the individuation of characters for phylogenetic analysis, the utility of properties being limited to communicating results and facilitating future rounds of testing.
性状的表意概念对于系统发育推断来说是不可或缺的。亨尼希提出,性状应被概念化为“转变系列”,这一观点牢固地建立在进化理论基础之上,并且与将转变事件推断为系统发育亲缘关系证据的方法相一致。然而,这一概念通常被忽视或摒弃,而青睐基于相似性的其他概念。在此,我们阐述亨尼希将性状定义为系统发育系统学中的一个表意概念。作为转变系列,性状是类似于物种和进化枝的历史个体。因此,相关的同源性概念指的是一种历史同一性的关系,并不等同于共近裔性状,也不是其同义词。初级同源性和次级同源性之间的区分被摒弃,理由是它将同源性概念与用于检测该概念实例的发现操作混为一谈。尽管对性状依赖性的关注总体上是合理的,但往往放错了位置,关注的是功能或发育相关性(这两者在系统发育系统学中都不相关,但在其他领域可能是合理的),而不是与系统发育推断相关的历史/转变独立性。作为一门关注具体对象和事件(即个体)的表意科学,内涵和外延定义的属性与用于系统发育分析的性状个体化不一致,属性的效用仅限于传达结果和便于未来的测试循环。