I let the experts answering Jacqueline's questions, but have a related one.
It's not about phylogenetic inference using morphometrics.

I've reviewed a few paleoanthropological papers where the authors used a
phylogeny that included fossil hominins as the backbone to apply
comparative methods to cranial shape data. At least for the fossils (with
few exceptions like Neanderthals, where ancient DNA is available), the
phylogeny was a morphological analysis using mostly cranial data. The
phylogeny was usually taken from the literature and, therefore, was not
using the same shape measurements as in the study but was still based on
cranial data (meristic, traditional morphometric etc.). My guess is that
this is a mistake because the data (cranial morphology, even if not exactly
the same variables) are not independent.
This is not specific to paleoanthropological data and probably a common
issue in the analysis of fossils with no independent (like a molecular
phylogeny for living species) information. Am I off track?

Cheers

Andrea


---------- Forwarded message ---------
From: Jacqueline Silviria <[email protected]>
Date: Thu, 8 Feb 2024 at 01:46
Subject: Re: [MORPHMET2] Compiling metadata on all methods of phylogenetic
inference using GM data
To: Joe Felsenstein <[email protected]>
Cc: Chris Klingenberg <[email protected]>, Joe Felsenstein <
[email protected]>, andrea cardini <[email protected]>,
[email protected] <[email protected]>


Good evening,

Apologies for the delayed response.

Contml was originally designed for inferring phylogenies from gene
frequency data in closely related populations, under the assumption that
the mechanism of change is genetic drift.  Then it is roughly possible to
assume independent Brownian Motions of allele frequencies, with equal
variances of change.

For quantitative characters all these assumptions are highly dubious.  I
try to point out to the questioner that they cannot assume that the
characters are independent, and that they change with equal variances.  The
questioners rarely react with enthusiasm to this.


This appears to be *the* issue with all proposed methods for analyzing GM
data, save perhaps the PC-based methods. Proposed parsimony-based methods
of accounting for inapplicability and interdependence in discrete
characters (e.g. Brazeau *et al.*, 2019
<https://academic.oup.com/sysbio/article/68/4/619/5238046>; Hopkins & St.
John, 2021 <https://academic.oup.com/sysbio/article/70/6/1163/6131693>;
Goloboff* et al.*, 2021
<https://onlinelibrary.wiley.com/doi/full/10.1111/cla.12456>; Wheeler, 2023
<https://onlinelibrary.wiley.com/doi/full/10.1111/cla.12553>; Goloboff & De
Laet, in press <https://onlinelibrary.wiley.com/doi/full/10.1111/cla.12564>)
aren’t easily applicable to continuously varying data (see review by
Goloboff, 2022), and I’ve yet to encounter a likelihoodist alternative.

I would encourage people to try going the PCM route: getting a tree for
living species and using it to infer covariances of changes in characters.
I have mentioned in a few places that from that one might even use the
resulting inference to place fossil species on a tree (perhaps Liam Revell
has published that suggestion too).


I’m assuming you mean Revell *et al.* (2015)
<https://academic.oup.com/evolut/article/69/4/1027/6852435>. I imagine this
procedure is easily workable when the molecular “backbone” topology is
robustly supported, and the developmental constraints of morphometric
characters are well-known for both extant and extinct taxa, e.g., size and
shape of mammalian teeth. I don’t know if it’s workable for taxa without
any molecular dats, without close modern relatives, and with
non-modern-analog morphology and ontogeny, e.g., graptolites or vendobionts.

I would also note that there is a program, Threshml, distributed by my lab,
that uses Sewall Wright's "threshold model" to model discrete character
evolution, and to treat both continuous and discrete characters in the same
analysis.


I did not know this. Thanks!







*Jacqueline S. SilviriaThe Last King of the JungleDepartment of Earth &
Space ScienceUniversity of WashingtonSeattle, WA, [email protected]
<[email protected]>, [email protected] <[email protected]>*

*ResearchGate profile <https://www.researchgate.net/profile/J_Silviria>*
*Twitter: @JSilviria*

Sent from my iPhone

On Feb 5, 2024, at 6:33 PM, Joe Felsenstein <[email protected]> wrote:


Morphmet people --

I want to concur with Jacqueline Silviria and with Chris Klingenberg about
the difficulties of using morphometric analyses to infer phylogenies.  Just
to "violently agree":  This is a more general problem with quantitative
characters of any kind.  I often get asked how to use the
continuous-character maximum likelihood program Contml in my package PHYLIP
to infer a phylogeny from quantitative characters such as morphological
measurements.  Contml was originally designed for inferring phylogenies
from gene frequency data in closely related populations, under the
assumption that the mechanism of change is genetic drift.  Then it is
roughly possible to assume independent Brownian Motions of allele
frequencies, with equal variances of change.

For quantitative characters all these assumptions are highly dubious.  I
try to point out to the questioner that they cannot assume that the
characters are independent, and that they change with equal variances.  The
questioners rarely react with enthusiasm to this.

Of course there is a literature (Phylogenetic Comparative Methods) where we
have methods (which I guess we should call "Phylogenetic Comparative
Methods methods") that take a tree that is presumed known, or a cloud of
trees from bootstrapping or a sampled Bayesian posterior, and work the
other way.  Namely they infer the covariances between changes in a
multivariate Brownian Motion, given the tree.

I know that in the brilliant theory of Kendall, there are theorems showing
that if the individual landmark (x,y) coordinates have equal and isotropic
i.i.d. variances, then so will the coordinates in the shape space.  But
what that is doing is assuming that the differences we see are all
measurement error.  It does not guarantee independent i.i.d. Brownian
Motion when the changes along the branches of the tree are themselves
covarying among characters and with unequal variances.

I would encourage people to try going the PCM route: getting a tree for
living species and using it to infer covariances of changes in characters.
I have mentioned in a few places that from that one might even use the
resulting inference to place fossil species on a tree (perhaps Liam Revell
has published that suggestion too).

I would also note that there is a program, Threshml, distributed by my lab,
that uses Sewall Wright's "threshold model" to model discrete character
evolution, and to treat both continuous and discrete characters in the same
analysis.

Joe
----
Joe Felsenstein        [email protected],   [email protected]
<[email protected]>
 Department of Genome Sciences and Department of Biology,
 University of Washington, Box 355065, Seattle, WA 98195-5065 USA
-----
 PS: please do not use  [email protected], which is an alias
 that some mail systems now mistake as indicating spam.





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