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Evolutionary Origin of Feathers volume

Hi everyone.  Today I came across the Evolutionary Origin of Feathers volume that was recently mentioned.  I figured I would give a rundown of the articles and comment on a few (okay, so it's mostly poking holes through the birds-aren't-dinosaurs claims :-) ).  All of these are in American Zoologist (volume 40, number 4) and were originally presented at the Evolutionary Origin of Feathers Symposium presented at the Annual Meeting of the Society for Integrative and Comparative Biology, Jan. 6-10 at Denver, Colorado.
Maderson and Homberger, 2000. The evolutionary origin of feathers: A problem demanding interdisciplinary communication. 455-460.
Stettenheim, 2000. The integumentary morphology of modern birds- an overview. 461-477.
Bock, 2000. Explanatory history of the origin of feathers. 478-485.
Sumida and Brochu, 2000. Phylogenetic context for the origin of feathers. 486-503.
This is a great comparison of the various hypotheses for bird origins and rightly concludes theropod dinosaurs are the best choice.  There's a couple references in the bibliography I haven't heard of before.  One by Holtz on the Arctometatarsalia and one by the AMNH team on coelurosaur phylogeny :-) .  Apparently both are coming out in a new book.  I can't wait!
Dodson, 2000. Origin of birds: The final solution? 504-512.
Maderson and Alibardi, 2000. The development of the sauropsid integument: A contribution to the problem of the origin and evolution of feathers. 513-529.
Sawyer, Glenn, French, Mays, Shames, Barnes, Rhodes and Ishikawa, 2000. The _expression_ of Beta keratins in the epidermal appendages of reptiles and birds. 530-539.
Menon and Menon, 2000. Avian epidermal liquids: Funtional considerations and relationship to feathering. 540-552.
Homberger and de Silva, 2000. Funtional microanatomy of the feather-bearing integument: Implications for the evolution of birds and avian flight. 553-574.
Wolf and Walsberg, 2000. The role of the plumage in heat transfer processes of birds. 575-584.
Ruben and Jones, 2000. Selective factors associated with the origin of fur and feathers. 585-596.
This paper is the first in the volume to refute the feathered theropods from Liaoning.  They dismiss the integumentary filaments of Sinosauropteryx as macerated collagen fibers.  Notable is the fact the authors state the fibers constitute a "continuous midline frill", which has been disproven by Currie and others.  They say the theropod status of Protarchaeopteryx and Caudipteryx is dubious.  Protarchaeopteryx is "too poorly preserved for definitive taxonomic analysis", though "its long forelimbs are not inconsistant with an avian status".  I suppose that since a flightless bird might reduce its forelimb length, this is true.  It's equally true however that Ornitholestes, some oviraptorids and dromaeosaurs have arms of equal or greater length.  Ruben and Jones argue against the theropod status of Caudipteryx by refuting the three "unambiguous characters" cited by Ji et al. (1998) that birds have and it lacks.  They say the quadratojugal cannot be proven to have been sutured with the quadrate, as they do not contact in the holotype and show a photo of the specimen which differs in this aspect from the figure in Ji et al..  Oviraptorid specimens GIN B and ZPAL MgD-I/96 (Maryanska and Osmolska, 1997) show a cotylar articulation between the two bones and Velociraptor has a reduced loose contact (Barsbold and Osmolska, 1999), so even if Ruben and Jones are right, it would mean nothing.  They claim the quadratojugal is far too short to contact the squamosal.  Again, I see no evidence of this, but even if true, Sinornithoides shows this character as well (Russell and Dong 1994).  Finally, "an obturator process may or may not exist in Caudipteryx, but, in any case, a similar structure is also known to have occured in some birds (e.g., Concornis)."  May or may not exist?  That cracked me up :-D .  First of all, the ischia are clearly visible in two specimens and obviously show obturator processes (learn how they get past this small detail later).  Secondly, they misstate the character, which was to have a reduced or absent obturator process.  I personally don't think Archaeopteryx has a reduced obturator process, but Concornis has a very reduced process.  Basically, Ruben and Jones present no convincing evidence Protarchaeopteryx or Caudipteryx is a bird.
Porter, Budaraju, Stewart and Ramankutty, 2000. Calculating climate effects on birds and mammals:  Impacts on biodiversity, conservation, population parameters, and global community structure. 597-630.
Brush, 2000. Evolving a protofeather and feather diversity. 631-639.
Farlow, Gatesy, Holtz, Hutchinson and Robinson, 2000. Theropod locomotion. 640-663.
Another wonderful paper.  Covers footprints, cursoriality of large theropods, etc.  Avimimus is listed in the back as being a tentative alvarezsaurid.  How very interesting...
Geist and Feduccia, 2000.  Gravity defying behaviors: Identifying models for protoaves. 664-675.
Another amusing read.  Theropods cannot be bird ancestors due to:
- size too large.  This is amusing not only because of Microraptor, but also because they advocate the body of Rahonavis is theropod in the very next paragraph!
- deep, laterally compressed body.  Is Archaeopteryx dorsoventrally compressed or something?
- long, narrow, vertical to subvertical pubes. What's great about this is that they ignore Norell and Makovicky (1997), who showed Velociraptor has a strongly opisthopubic pelvis, yet show figure 14 from that article on the very next page.
- long, stiffened, counterbalancing tail.  Sinornithoides has an almost identical tail to Archaeopteryx, and Rahonavis' is even closer.  They might have had better luck just calling Rahonavis a bird.
- forelimbs shorter than hindlimbs.  Sinornithosaurus has forelimbs 86% as long as its hindlimbs, while my estimate for Beipiaosaurus indicates they were subequal.
The authors dispute the avian status of Rahonavis (besides the forelimbs) based on the lack of a hypopubic cup and the presence of a laterally compressed subvertical pubis with a pubic foot.  The hypopubic cup of Archaeopteryx is an irregular mass of calcite with an artifactual posterior excavation, while Velociraptor may possess a slight hypopubic cup (Norell and Makovicky, 1999).  The pubis of Archaeopteryx is subvertical while segnosaurs and dromaeosaurs have opisthopubic pubes.  The pubic foot is present in Archaeopteryx and some enantiornithines, while reduced in troodontids and Sinornithosaurus.  It is apparent none of their evidence holds up to examination.
A slight attempt is made to dismiss Sinosauropteryx's integumentary filaments and the dinosaurian nature of Caudipteryx.  It's basically a shorter repeat of Ruben and Jones, but a few new "avian" characters are presented for Caudipteryx.
- shortened, incipiently fused tail.  While the tail of Caudipteryx is shorter than any other non-avian theropod (and Archaeopteryx, Rahonavis and Yandangornis), it is not fused at all.  Now if they want to argue Nomingia is a bird.....
- ventrally oriented foramen magnum.  Odd they can tell this from the disarticulated and incomplete braincase (the exocipital is the only element preserved), but I don't know enough about braincase morphology to refute it. :-(
- vaned feather structure. Circular reasoning.......
Besides the reduced tail length, there's yet again no compelling evidence Caudipteryx is more derived than Archaeopteryx.
Tarsitano, Russell, Horne, Plummer and Millerchip, 2000. On the evolution of feathers from an aerodynamic and constructional viewpoint. 676-686.
Martin and Czerkas, 2000. The fossil record of feather evolution in the Mesozoic. 687-694.
Saving the best for last.  Pelecanimimus apparently now has pebble-like scales.  It must be news to Briggs et al. (1997) who found all purported skin except a small bare patch on the throat pouch was actually internal tissue.  Sinosauropteryx also now has scale impressions preserved.  At least that's how Martin views the filament cross-sections.  He claims feather quills would be widely separated from each other, apparently disregarding the fact these are more primitive than modern feathers and compressed together.  The authors claim Protarchaeopteryx could have limited flight capabilities with long enough feathers.  Bambiraptor's arms are longer, so any such statement could be applied to it as well. Reasons it is a bird-
- teeth with waisted crown and expanded roots.  Also in troodontids, Archaeornithoides, Microraptor, alvarezsaurids (which Martin considers ornithomimosaur relatives), etc.
- reduced serrations on teeth.  Also in Pelecanimimus, Archaeornithoides, Byronosaurus, alvarezsaurids, etc.
- shortened tail.  It's not as short as Caudipteryx's, but rather close to oviraptorids and Nomingia.
- shortened fibula.  This is unknown (Ji et al., 1998), but mononykines, Rahonavis and troodontids all share this feature anyway.
- reflexed hallux.  Probably false, but present in Microraptor and Rahonavis in any case.
Again, no evidence withstands scrutiny and their assignment of Rahonavis to the Dinosauria helped (but was not neccessary for) my case.
Caudipteryx is a bird because:
- teeth with expanded roots.  See above.
- primary feathers.  See above under "veined feather structure".
- carpus with at least four bones.  Actually, there are three, but more are present in allosaurids, segnosaurs, tyrannosaurids and ornithomimids anyway.
- absence of pubic foot.  Completely false (Zhou and Wang, 2000; Currie pers. comm. 1999).  Mononykines and troodontids have absent or highly reduced pubic feet even if Martin and Czerkas were right.
- reflexed hallux.  Probably true this time, but see above for undisputed dinosaurs with it too.
- shortened tail.  See above again.
It's more derived than Archaeopteryx based on:
- no maxillary or dentary teeth.  Enantiornithines and ornithurines primitively lack this.  Is Caudipteryx supposed to be a carinate?  Many dinosaurs (ornithomimids, oviraptorosaurs) also have this.
- external mandibular fenestra present.  Plesiomorphic and present in virtually all theropods, while absent in a couple enantiornithines and maybe Archaeopteryx.
- enlarged premaxilla.  No more than oviraptorids.
- reduced maxilla.  Correlated with the above character and also present in oviraptorids.
- reduced hypopubic cup.  Plesiomorphic and present in nearly all dinosaurs anyway....
- ball-shaped femoral head.  Plesiomorphy only absent in Archaeopteryx and Rahonavis.
- reduced fibula.  False (Ji et al., 1998), but present in troodontids, etc. anyway.
- reduced calcaneum.  Less reduced than troodontids :-)
- greatly shortened tail with evidence of pygostyle formation.  See above.
There is also a hilarious skeletal reconstruction of Caudipteryx in an upright posture.  The ilium now has pointed preacetabular and postacetabular processes, despite obviously being expanded anteriorly and squared-off posteriorly.  How can they get away with such fraudulent artistry?  We learn the obturator process is missing because the ischium was upside down the whole time! ;-) It's actually the proximodorsal process, despite both being preserved the other way in IVPP V 12344.  Now I see why it's so ambiguous... ;-) Finally, the pubis has been trimmed to make it not pass the ischium in its extreme opisthopubic orientation.  Sigh.
Finally, there is a panal discussion at the end.
I hope you enjoyed this and those of you curious as to what evidence existed that Protarchaeopteryx and Caudipteryx are birds are satisfied.
Mickey Mortimer