Patterns of morphological integration in the appendicular skeleton of mammalian carnivores
Abstract
We investigated patterns of evolutionary integration in the appendicular skeleton of mammalian carnivores. The findings are discussed in relation to performance selection in terms of organismal function as a potential mechanism underlying integration. Interspecific shape covariation was quantified by two-block partial least-squares (2B-PLS) analysis of 3D landmark data within a phylogenetic context. Specifically, we compared pairs of anatomically connected bones (within-limbs) and pairs of both serially homologous and functional equivalent bones (between-limbs). The statistical results of all the comparisons suggest that the carnivoran appendicular skeleton is highly integrated. Strikingly, the main shape covariation relates to bone robustness in all cases. A bootstrap test was used to compare the degree of integration between specialized cursorial taxa (i.e., those whose forelimbs are primarily involved in locomotion) and noncursorial species (i.e., those whose forelimbs are involved in more functions than their hindlimb) showed that cursors have a more integrated appendicular skeleton than noncursors. The findings demonstrate that natural selection can influence the pattern and degree of morphological integration by increasing the degree of bone shape covariation in parallel to ecological specialization.
Integrated phenotypes that function as a whole are the result of interactions among their component parts (Olson and Miller 1951). The number and strength of these interactions have a strong effect on both trait variability and evolvability (e.g., see Olson and Miller 1951, 1958; Van Valen 1965; Cheverud 1996; Wagner and Altenberg 1996; Klingenberg and Zaklan 2000; Magwene 2001; Hansen 2003; Goswami 2006a; Young and Badyaev, 2006; Wagner et al. 2007; Hallgrímsson et al. 2009; Goswami and Polly 2010a,2010b; Klingenberg 2010; Bell et al. 2011; Bennett and Goswami 2011; Kelly and Sears 2011; Chamero et al. 2013; Fabre et al. 2014; Goswami et al. 2014), and are also related to different developmental and evolutionary constraints (Cheverud, 1982, 1996; Wagner, 1996; Wagner and Altenberg, 1996; Arthur, 2001; Klingenberg, 2008; Futuyma, 2010). The nature of these interactions differs according to the type (or degree) of integration, because a given phenotype can be developmentally, genetically, functionally, or evolutionarily integrated (e.g., see Cheverud 1996; Wagner 1996; Wagner and Altenberg 1996; Hall 1999; Mezey et al. 2000; Monteiro et al. 2005; Breuker et al. 2006; Goswami 2006a,2006b; Klingenberg 2008; Bell et al. 2011; Chamero et al. 2013; Figueirido et al. 2013; Klingenberg 2013; Fabre et al. 2014). However, phenotypic integration is a pervasive characteristic of organisms (Goswami et al. 2014) and although morphological integration and modularity are observed in covariations among multiple traits, the underlying mechanisms responsible for such integration are not usually observable. For this reason, the type of integration can be inferred from the covariation of morphometric variables, and hypotheses on the effects of these mechanisms can then be tested (Klingenberg 2013).
The pattern of morphological integration in the appendicular skeleton of mammals is of special interest given the singular hierarchical structure of the interactions among the appendicular bones (sensu Hallgrímsson et al. 2002; Young and Hallgrímsson 2005). Limbs are serial homologues, as they have the same developmental origin (e.g., see Hallgrímsson et al. 2002; Tickle 2002; Young and Hallgrímsson 2005; Bininda-Emonds et al. 2007; Schmidt and Fischer 2009; Kelly and Sears 2011; Bennett and Goswami 2011; Bell et al. 2011). Given their shared developmental processes, there is a clear correspondence between girdles (scapula-pelvis), stylopods (humerus-femur), zeugopods (radius-tibia and ulna-fibula), and autopods (manus-pes). Furthermore, it has been hypothesized that a strong integration between the fore- and hindlimb is the ancestral condition of all tetrapods (e.g., Young and Hallgrímsson 2005; Schmidt and Fischer 2009). However, integration between serially homologous elements can be modified to match the functional demands of a given structure (Cheverud 1996; Wagner and Altenberg 1996; Young and Hallgrímsson 2005; Lawler 2008; Schmidt and Fischer 2009; Bell et al. 2011; Bennett and Goswami 2011; Kelly and Sears 2011). For example, extreme functional divergence between the fore- and hindlimb can modify the developmental integration of their serially homologous elements. This is the case of flying vertebrates, such as bats, birds, and pterosaurs (Young and Hallgrímsson 2005; Bell et al. 2011) or marsupial (metatherian) mammals. Such modification occurs in the latter group because their reproductive strategy promotes divergence between both limbs due to the need for a forelimb climbing function in the altricial neonate (Sears 2004; Weisbecker et al. 2008; Goswami et al. 2009; Kelly and Sears 2011; Bennett and Goswami 2011; Geiger et al. 2014). In contrast, the limbs of generalized quadrupedal mammals tend to be highly integrated (Young and Hallgrímsson 2005; Schmidt and Fischer 2009; Bennett and Goswami 2011; Kelly and Sears 2011) as there is little functional divergence between them. However, some authors have proposed a clear dissociation between functionally equivalent elements and serial homologues in quadrupedal mammals (Raich and Casinos 1991; Gasc 2001; Schmidt and Fischer 2009). The reason underlying this proposal is that the reduction of the clavicle in several mammalian lineages (Polly 2007) allows the scapula to move more freely in the parasagittal plane (Jenkins 1974). As a consequence, the scapula contributes to stride length like the other major limb bones (Gasc 2001; Schmidt and Fischer 2009). Thus, the femur functions as the first element of the hindlimb, while the scapula is its functional equivalent in the forelimb of mammals. Similarly, the humerus and the tibia function as the second element (Gasc 2001; Schmidt and Fischer 2009). As a consequence, the functional relationships among the bones of both limbs are decoupled from what is expected according to serial homology. Similarly, the fibula is largely reduced in mammalian carnivores (Polly 2007) and the tibia could have acquired some of its original functions, thus leading to functional convergence between the tibia and ulna.
The appendicular skeleton is an ideal system to study morphological integration because its functional and developmental units are incongruent (Fig. 1): although within-limb bones have distinct developmental origins, they contribute jointly to the same functions (Breuker et al. 2006). Therefore, by studying patterns of morphological integration in the appendicular skeleton we have the opportunity to test whether developmental processes have evolved to match the function of limb elements (i.e., the matching hypothesis of Wagner and Altenberg 1996). Strikingly, in a recent paper on morphological integration and modularity, Klingenberg (2014) remarks the necessity of empirical studies testing the “matching hypothesis.”

In this article, we investigate the pattern and degree of morphological integration in the appendicular skeleton of mammalian carnivores (Mammalia; Carnivora) using pairs of serially homologous bones (i.e., scapula–pelvis, humerus–femur, radius–tibia) and functionally equivalent bones (i.e., scapula–femur, humerus–tibia, ulna–tibia; Fig. 1A). We also quantify integration between bones anatomically connected within limbs (Fig. 1A), which interact functionally (e.g., see Fabre et al. 2014). Our main objective is to test whether developmental processes have evolved to match the functional structure of the locomotion system, which will allow to better understand the “matching hypothesis” of Wagner and Altenberg (1996).
We used mammalian carnivores as a case study because they are a notable exception among quadrupeds in that they show a substantial functional divergence between both limbs. In fact, whereas the carnivoran hindlimbs are only involved in moving the animal forward, the forelimbs are usually adapted to different functions such as manipulating objects in the case of omnivores/herbivores or grappling with prey in the case of predators (Gonyea 1978; Van Valkenburgh 1985, 1987; Iwaniuk and Wishaw 1999, 2000; Iwaniuk et al. 1999, 2000; Andersson 2003, 2004, 2005; Schutz and Guralnick 2007; Walsmley et al. 2012; Meloro et al. 2013; Fabre et al. 2013; Samuels et al. 2013). Strikingly, several taxa have secondarily lost most of the forelimb skills not directly related to terrestrial locomotion (e.g., the more specialized cursorial taxa). This is because there is a functional conflict between an efficient terrestrial locomotion (Janis and Wilhelm 1993) and the ability to manipulate items with the forelimbs (Andersson and Werdelin 2003; Andersson 2004; Figueirido and Janis 2011; Janis and Figueirido 2014). Efficiency of locomotion is fostered by having a specialized forelimb with the range of motion of the elbow joint restricted to the parasagittal plane. However, this also precludes forearm supination that is essential for developing additional forelimb skills (e.g., see Andersson and Werdelin 2003; Schutz and Guralnick 2007; Figueirido and Janis 2011; Janis and Figueirido 2014). Thus, we compared the degree of bone shape covariation between cursorial and noncursorial carnivorans to explore the effects of functional specialization on the patterns of morphological integration in the appendicular skeleton of mammalian carnivores. However, it is worth noting that several studies have provided different definitions of the term cursorial. For example, Hildebrand (1985) defined cursors as “quadrupeds that commonly run and are structurally modified to benefit speed or endurance.” Taylor (1989) identified three types of cursors: (1) those that are capable of low-speed prolonged trotting (e.g., hyaenids and most canids); (2) those that run fast and depend on both speed and stamina (e.g., wolves); and (3) those that are sprinters, capable of very rapid acceleration (e.g., the cheetah, Acinonyx jubatus). Alternatively, Samuels et al. (2013) considered only those taxa as cursorial carnivorans that “regularly display rapid locomotion with bounding characterized by unsupported intervals.”
In any case, we use the term cursor in a broader sense, by including in this category all carnivorans whose forelimbs are used primarily for terrestrial locomotion (i.e., many canids, hyaenids, and the cheetah among felids; see Table 1 for references), whereas the noncursor category includes (1) ambushing carnivorans that grapple with prey (i.e., all felids except the cheetah; see Table 1); (2) species with digging, climbing, or swimming abilities (e.g., the European badger, the raccoon, or the northern river otter; see Table 1), in which the fore- and hindlimbs have different functions during these activities; and (3) species that usually manipulate items with their forelimbs (i.e., most mustelids, procyonids, ursids, and ailurids; see Table 1). It is worth noting that some canids with climbing or swimming abilities have also been classified as noncursors (i.e., grey fox, bush dog, and raccoon dog; see Table 1), as these activities could imply functional differences between limbs. In contrast, the fully terrestrial maned wolf (Kleiman 1972; Dietz 1985) has been classified as cursor (unlike Samuels et al. 2013). The reason is that this species behaves in a similar fashion to any other fox and does not manipulate items nor grapples with prey (Langguth 1975; Bestelmeyer and Westbrook 1998; Rodden et al. 2004), using the forelimb primarily for terrestrial locomotion.
Family | Species (abbreviation) | N | Functional category |
---|---|---|---|
Ailuridae | Ailurus fulgens (Afu) | 2 | Noncursor1 |
Canidae | Canis adustus (Cad) | 1 | Cursor2 |
Canis aureus (Cau) | 2 | Cursor3 | |
Canis latrans (Cla) | 5 | Cursor4 | |
Canis lupus (Clu) | 5 | Cursor5 | |
Canis mesomelas (Cme) | 4 | Cursor6 | |
Canis simensis (Csi) | 1 | Cursor7 | |
Cerdocyon thous (Cth) | 5 | Cursor8 | |
Chrysocyon brachyurus (Cbr) | 2 | Cursor9 | |
Cuon alpinus (Cal) | 4 | Cursor10 | |
Lycaon pictus (Lpi) | 2 | Cursor3 | |
Nyctereutes procyonoides (Npr) | 2 | Noncursor11 | |
Otocyon megalotis (Ome) | 2 | Cursor12 | |
Speothos venaticus (Sve) | 2 (1 T) | Noncursor13 | |
Urocyon cinereoargenteus (Uci) | 4 | Noncursor14 | |
Vulpes lagopus (Vla) | 2 | Cursor15 | |
Vulpes velox (Vve) | 2 | Cursor16 | |
Vulpes vulpes (Vvu) | 3 | Cursor17 | |
Mustelidae | Eira barbara (Eba) | 2 | Noncursor18 |
Lontra canadensis (Lca) | 2 | Noncursor19 | |
Meles meles (Mme) | 1 | Noncursor2 | |
Procyonidae | Bassariscus astutus (Bas) | 1 | Noncursor20 |
Nasua nasua (Nna) | 1 | Noncursor21 | |
Potos flavus (Pfl) | 3 | Noncursor22 | |
Procyon lotor (Plo) | 3 | Noncursor23 | |
Ursidae | Ailuropoda melanoleuca (Ame) | 4 (3 S) | Noncursor24 |
Helarctos malayanus (Hma) | 1 | Noncursor25 | |
Melursus ursinus (Mur) | 3 | Noncursor2 | |
Tremarctos ornatus (Tor) | 1 | Noncursor2 | |
Ursus americanus (Uam) | 3 | Noncursor26 | |
Ursus arctos (Uar) | 4 | Noncursor27 | |
Ursus maritimus (Uma) | 4 (2 P) | Noncursor28 | |
Ursus thibetanus (Uth) | 3 | Noncursor2 | |
Felidae | Acinonyx jubatus (Aju) | 5 | Cursor29 |
Leptailurus serval (Lse) | 2 (1 P) | Noncursor2 | |
Lynx rufus (Lru) | 4 | Noncursor30 | |
Neofelis nebulosa (Nne) | 1 | Noncursor31 | |
Panthera leo (Ple) | 5 | Noncursor32 | |
Panthera onca (Pon) | 4 (3 P) | Noncursor33 | |
Panthera pardus (Ppa) | 6 (5 P) | Noncursor2 | |
Panthera tigris (Pti) | 4 | Noncursor34 | |
Puma concolor (Pco) | 4 | Noncursor35 | |
Uncia uncia (Uun) | 4 | Noncursor36 | |
Hyaenidae | Crocuta crocuta (Ccr) | 5 | Cursor2 |
Hyaena brunnea (Hbr) | 1 | Cursor37 | |
Hyaena hyaena (Hhy) | 2 | Cursor38 |
We hypothesize that the appendicular skeleton of carnivorans is highly integrated at an evolutionary level. However, we predict that both developmental and functional interactions are potential sources of within- and between-limb integration. Furthermore, we hypothesize that the increased functional association between both limbs in cursorial taxa has generated, by performance selection, a more integrated appendicular skeleton in this group of carnivorous mammals (see Fig. 1B).
Material and Methods
DATA
The dataset comprised the following appendicular bones: scapula, humerus, radius, ulna, pelvis, femur, and tibia from 46 living species (Table 1). It is worth noting that only one side of the pelvic girdle (the innominate bone) was analyzed. Although special attention was paid to families with large representatives (e.g., felids, canids, hyaenids, and ursids), several species of mustelids, procyonids, and ailurids were also included to cover a wider range of carnivoran ecomorphological diversity. As indicated by complete epiphyseal fusion to diaphysis, only adult specimens were collected to avoid the effects of ontogenetic variation. Furthermore, only bones from the same side of an individual were collected to avoid the effects of left–right asymmetry. All the specimens analyzed (Table S1) were housed at the American Museum of Natural History (AMNH, New York) and the Natural History Museum (NHM, London).
GEOMETRIC MORPHOMETRICS
A set of 3D homologous landmarks was directly digitized onto each bone using a Microscribe G2X digitizer (Immersion Corporation). The landmarks (Fig. 2) were selected according to different anatomical criteria (Table S2). The 3D coordinates (x, y, z) of all the landmarks were imported into Excel using the Immersion software package (Immersion Corporation, http://www.3d-microscribe.com). The surface of each appendicular bone of a jaguar (Panthera onca [AMNH-139959]) and the pelvis of a snow leopard (Uncia uncia [AMNH-100110]) housed at the AMNH (Mammalogy Department) were scanned using a 3D-mobile surface scanner (Nextengine HD) and the ScanStudio Pro I software package. Our aim was to locate the landmarks digitized onto the sample specimens in the 3D models to transform them into each of the models derived from statistical analyses using a morphing procedure (Wiley et al. 2005; Drake and Klingenberg 2008; Schoenebeck et al. 2012; Singleton 2012; Martín-Serra et al. 2014a). The morphing procedure was performed with the Landmark software package from the Institute of Data Analysis and Visualization (IDAV 2002–2006).

A Procrustes fit (Dryden and Mardia 1998) was individually performed on the raw coordinates of the landmarks digitized on each bone using the MorphoJ software package (Klingenberg 2011) that removes the effects of rotation, translation, and scaling (Rohlf and Marcus 1993). Once the specimens were aligned, Procrustes coordinates and centroid size were both averaged by species. We analyzed species averages instead of specimens for the following reasons: (1) our main aim was to study the influence of functional adaptations in the patterns of morphological integration at an evolutionary level; for this purpose, interspecific covariation patterns are more likely to reflect these effects than intraspecific ones, which may also reflect developmental constraints in the appendicular skeleton (Klingenberg 2008); (2) furthermore, it is more appropriate to analyze species averages than specimens to avoid mixing the effects of intra- and interspecific covariation and allometry (e.g., see Fabre et al. 2014); and (3) the independent contrasts used to correct for phylogenetic effects on the patterns of covariation were performed using species averages.
ACCOUNTING FOR THE EFFECTS OF SIZE AND PHYLOGENY
We investigated the effects of both size and phylogeny on bone shape variation given that they can influence the degree of covariation between pairs of morphological structures.
A phylogenetic tree was assembled (Fig. 3) using the Mesquite software package (Maddison and Maddison, 2011) to test for the presence of a phylogenetic signal in the sample. The tree was based on the topology and branch lengths (million years before present) of previously published phylogenies (Koepfli et al. 2007; Nyakatura and Bininda-Emonds 2012). The tree topology was based on the phylogeny proposed by Nyakatura and Bininda-Emonds (2012). However, the well-developed phylogeny created by Koepfli et al. (2007) for the family Procyonidae was used to avoid polytomies.

A multivariate regression (Monteiro 1999) of Procrustes coordinates on centroid size was performed in each bone to investigate the influence of size on bone shape. A permutation test (10,000 permutations) was used to assess the statistical significance of all regressions (Drake and Klingenberg 2008). The shape of those bones that showed significant interspecific allometry was decomposed into residual and predicted components (Drake and Klingenberg 2008). These residuals were used in subsequent multivariate analyses to explore the morphological covariation that accounts for size effects (hereafter called size-free species averages data).
The MorphoJ software package (Klingenberg 2011) was used to perform a permutation test developed for multivariate analyses (Klingenberg and Gidaszewski 2010) to quantify the presence of phylogenetic signals in limb bone shape (Laurin 2004). This test compares the tree length calculated from shape data with the length of 10,000 random trees generated by permutations of the mean species shapes to the tips of the phylogenetic tree. The P-value obtained indicates the proportion of trees that result in a tree length equal to or less than the reference tree and also indicates the statistical significance of the phylogenetic signal (Gidaszewski et al. 2009; Klingenberg and Gidaszewski 2010).
These analyses provided a new dataset derived from the phylogenetic independent contrasts of the principal component (PC) scores (Felsenstein 1985), hereafter called size-free independent contrast data. We performed the independent contrast on the PC scores of all PCs because, while these are independent variables, Procrustes coordinates are intercorrelated and remove the same phylogenetic variance multiple times when they are used for independent contrast (P. D. Polly, pers. comm.). The phylogenetic signal of bone shape was also calculated on the PC scores instead of on the size-free species averages data for the same reason exposed above.
The SDs of the standardized contrasts were also obtained using the Mesquite software package (Maddison and Maddison 2011), allowing us to perform a multivariate regression (Monteiro 1999) of the contrasted PCs (through the origin) versus the SDs of the contrasts for each bone (following Díaz-Uriarte and Garland 1998). These regressions were performed with MorphoJ to determine whether there was a correlation between the contrasts of shape in relation to its SDs. A lack of correlation would indicate that the data satisfied the assumptions required by phylogenetic independent contrasts (Díaz-Uriarte and Garland 1998).
COVARIATION STUDY
Covariation between bones was evaluated using two-block partial least-squares (2B-PLS) analysis (Rohlf and Corti 2000), which is a multivariate method used to calculate covariation between two blocks of variables that are treated symmetrically without assuming a causal relationship (Zelditch et al. 2004). Specifically, it is used to calculate the linear combinations of the original variables (i.e., PLS or singular axes) that maximize covariance between the two blocks (Rohlf and Corti 2000; Zelditch et al. 2004).

A permutation test with 10,000 permutations was performed to assess the statistical significance of this coefficient against the null hypothesis of the complete absence of covariation between the two blocks of variables. This test randomly shuffles the observations of the subsets and recalculates the RV coefficients. The proportion of random RV coefficients equal to or higher than the actual RV coefficient yields a P-value that indicates the presence of statistically significant covariation. The MorphoJ software package (Klingenberg 2011) was used to perform these analyses.
We used 2B-PLS analyses and the RV coefficient to study the degree of covariation between pairs of bones within limbs and between limbs (Fig. 1A). The analysis of within-limbs covariation was restricted to comparisons of anatomically connected bones, leading to a total of six pairs: four for the forelimb (i.e., scapula-humerus, humerus-radius, humerus-ulna, and radius-ulna) and two for the hindlimb (pelvis-femur, femur-tibia). Within-limb integration was used as a “control” for comparison with the between-limbs integration patterns. Between-limbs covariation was analyzed by comparing pairs of serially homologous bones and functionally equivalent bones in the fore- and hindlimb. In the case of serially homologous bones, girdles (scapula-pelvis), both stylopods (humerus-femur), and two zeugopods (radius-tibia) were compared. The fibula was not included in the analysis because of its small size in carnivorans and thus the ulna-fibula comparison was not considered in the serial homology analysis. In line with Raich and Casinos (1991), Gasc (2001), and Schmidt and Fischer (2009), three pairs of functionally equivalent bones were also compared: ulna–tibia, scapula–femur, and humerus–tibia.
The set of 2B-PLS analyses and the RV coefficients were calculated using three different datasets: (1) from the average of the Procrustes coordinates by species, to explore shape covariation without accounting for the effects of phylogeny and size; (2) from the size-free species average data (i.e., residuals that only account for interspecific allometry); and (3) from the size-free independent contrast data (i.e., PCs that account for both interspecifc allometry and phylogenetic relationships). The previous section provides a detailed explanation of how these datasets were obtained.
An angular comparison between the respective PLS axes (Cheverud 1982; Klingenberg and Zimmermann 1992; Klingenberg and McIntyre 1998; Klingenberg and Zaklan 2000) was performed to test whether the main morphological changes that associate a given bone with each of the other bones are the same. Angular comparison was used to calculate the angle between the directions of two vectors—in our case, two PLS axes—and to compare them to the distribution of angles obtained by simulating 100,000 random vectors within an n-dimensional morphospace (n depends on the number of landmarks). The proportion of angles equal to or less than the one obtained for the actual vectors indicates the P-value that shows whether the shape changes explained by one PLS axis are statistically different from those explained by other axes (e.g., it shows whether the first PLS axis obtained for the radius in the humerus–radius comparison is similar to the one obtained in the radius–ulna comparison). The MorphoJ software package (Klingenberg 2011) was used for the PLS and angular comparisons.
TESTING THE INFLUENCE OF FUNCTIONAL SPECIALIZATION ON LIMB BONE INTEGRATION
The effect of functional specialization on the patterns of covariation in the appendicular skeleton of carnivorans was explored by classifying the species into two functional categories: cursors and noncursors (Table 1). Species with a functional similarity in their fore- and hindlimbs during locomotion were classified as cursors and species with forelimbs with more functions than their hindlimb, thus having a functional dissociation between both limbs, were classified as noncursors (see Introduction).
A bootstrapping approach was used to test differences in RV coefficients (see Fruciano et al. 2013 for a similar approach) between both ecological groups for all pairs of bones (i.e., comparisons within limbs, and between serially homologous and functionally equivalent bones) to investigate whether the limb bones of cursors and noncursors have different degrees of morphological integration. Given that the RV coefficient is directly comparable to a squared correlation coefficient (Josse et al. 2008; Klingenberg 2009), confidence intervals were obtained for the differences between any pairs of RV coefficients using the procedure developed by Chan (2009) for squared multiple correlation coefficients. The bootstrap samples were generated by randomly drawing N1 and N2 observations with replacement from cursors and noncursors, respectively. In each step, differences were calculated between the RV coefficients for cursors and noncursors. Obviously, differences close to zero suggest similarity in the RV coefficients of both groups. Using a sample of 10,000 differences, 90 and 95% bootstrap standard confidence intervals and bootstrap percentile intervals were constructed. The null hypothesis of equality between the two populations of RV coefficients was rejected if the zero value was outside these intervals (see Manly 2007: p. 62). The Mathematica software package (Wolfram, 2005) was used to perform the bootstrapping procedures.
Different Procrustes alignments for each functional subsample were calculated and the influence of size and phylogeny was again tested for each individual subsample. Similarly, the 2B-PLS analyses were performed and their respective RV coefficients were also calculated for both subsamples independently, using the size-free species averages data and the size-free independent contrast data.
Results
INFLUENCE OF BODY SIZE AND PHYLOGENY ON THE SHAPE OF APPENDICULAR BONES
Effects of interspecific allometry were significant for all bones in the whole sample, with the only exception of the tibia (Table 2). Furthermore, the phylogenetic signal in shape (PC scores) was statistically significant for all bones (Table 2). The regressions between the contrasts of shape on their respective SDs were not significant (all P values > 0.1). Therefore, the data satisfy the assumptions required for phylogenetic independent contrasts.
Size-shape regression | Phylogenetic signal for shape | ||
---|---|---|---|
All | Scapula | 14.29* (<0.01) | 0.162* (<0.01) |
Humerus | 13.22* (<0.01) | 0.053* (<0.01) | |
Radius | 12.97* (<0.01) | 0.039* (<0.01) | |
Ulna | 14.78* (<0.01) | 0.064* (<0.01) | |
Pelvis | 11.5* (<0.01) | 0.294* (<0.01) | |
Femur | 6.09* (0.02) | 0.044* (<0.01) | |
Tibia | 6.19 (0.06) | 0.027* (<0.01) | |
Cursors | Scapula | 18.52%* (<0.01) | 0.043* (<0.01) |
Humerus | 17.66% (0.06) | 0.014* (<0.01) | |
Radius | 14.7%* (0.04) | 0.009 (0.1) | |
Ulna | 12.03% (0.09) | 0.011* (0.03) | |
Pelvis | 13.24% (0.05) | 0.104* (<0.01) | |
Femur | 13.88%* (0.04) | 0.009* (0.01) | |
Tibia | 2.51% (0.6) | 0.007* (<0.01) | |
Non-cursors | Scapula | 21.97* (<0.01) | 0.121* (<0.01) |
Humerus | 19.41* (<0.01) | 0.037* (<0.01) | |
Radius | 24.61* (<0.01) | 0.026* (<0.01) | |
Ulna | 25.69* (<0.01) | 0.045* (<0.01) | |
Pelvis | 16.35* (<0.01) | 0.2* (<0.01) | |
Femur | 9.59* (0.02) | 0.032* (<0.01) | |
Tibia | 20.28* (<0.01) | 0.017* (<0.01) |
PATTERNS OF LIMB COVARIATION
Covariation of bones within limbs
The RV coefficients obtained from all comparisons of bones within both limbs were highly significant (P < 0.01). The RV coefficients obtained with the Procrustes coordinates (Fig. 4A, left) and the size-free coordinates for the species averages (Fig. 4B, left) were higher than those obtained with the size-free independent contrasts (Fig. 4C, left). Furthermore, forelimb bones had a greater degree of covariance than hindlimb bones and this difference increased when allometric and phylogenetic effects were taken into account (Fig. 4A–C; left column). Another important aspect of the integration patterns of the appendicular skeleton was that covariance between long bones was greater than between long and girdle bones of both limbs (Fig. 4A–C; left column).

Similarly, the percentages of covariance explained by the first PLS axes were slightly lower in all comparisons when the size-free independent contrasts were used (Table 3). In addition, these percentages were also lower for the girdle bones compared to the percentages obtained for the long bones (Table 3). Figure 5 shows the scatter plots of the first PLS axes of both blocks of variables and their associated morphological changes obtained from the analyses performed with the size-free species averages. The morphological change associated with these PLS axes was the degree of robustness in all bone comparisons (Fig. 5A–D, F), except for the pelvis in the case of the pelvis–femur comparison (Fig. 5E). In fact, as the femur becomes more robust, the pelvis develops a narrower iliac crest and both the ischium and the pubic symphysis become shorter (Fig. 5E).
Procrustes coordinates | Size-free species | Size-free contrasts | ||
---|---|---|---|---|
Within limbs | S-H | 74.96 | 70.1 | 53.27 |
H-R | 90.56 | 91.49 | 85.41 | |
H-U | 88.85 | 91.83 | 90.93 | |
R-U | 88.2 | 95.33 | 92.34 | |
P-F | 66.27 | 68.63 | 37.55 | |
F-T | 93.38 | 93.29 | 72.73 | |
Between serial homologues | S-P | 60 | 64.51 | 54.14 |
H-F | 82.6 | 81.86 | 80.13 | |
R-T | 96.15 | 97.69 | 84.18 | |
Between functional equivalents | U-T | 94.46 | 97.57 | 88.83 |
S-F | 66.68 | 62.29 | 54.57 | |
H-T | 95.77 | 95.09 | 80.86 |

The distribution of taxa along all the PLS axes is very similar: most living canids (especially the maned wolf, Chrysocyon brachyurus) and some felids, such as the cheetah (A. jubatus), the bobcat (Lynx rufus), and the serval (Leptailurus serval), occupy the morphospace region that corresponds to slender bones (Fig. 5A–F). In contrast, the morphospace region for robust bones is occupied by species, such as the Northern river otter (Lontra canadensis), the European badger (Meles meles), the giant panda (Ailuropoda melanoleuca), and the sloth bear (Melursus ursinus; Fig. 5A–F). The only exception to this pattern is that the scapula of ursids is extremely robust—and that of felids is only moderately robust—in relation to the humerus, which leads to a slightly different distribution of taxa in the scapula–humerus comparison (see Fig. 5A).
Covariation of bones between serial homologues
All the RV coefficients obtained from the comparisons of serially homologous appendicular elements (i.e., girdles, stylopods, and zeugopods) were statistically significant (P < 0.01). Similar to the case of the within-limb analyses, the RV coefficients and the percentages of covariance explained by the first PLS axes (Table 3) obtained from the Procrustes coordinates (Fig. 4A, center) and the size-free species averages (Fig. 4B, center) were higher than those obtained with the size-free independent contrasts (Fig. 4C, center). Furthermore, the RV coefficients obtained from each comparison gradually increase from girdles to zeugopods (Fig. 4A–C, center).
Figure 6A–C shows the scatter plots of the first PLS axes obtained with the size-free species averages and the morphological changes associated with them. In the case of the scapula–pelvis comparison (Fig. 6A), the morphological change in the scapula is the degree of robustness. Regarding the pelvis, as the scapula becomes more robust, the iliac crest widens, the pubic symphysis and ischium both shorten, and the ischial tuberosity undergoes increased dorsolateral projection (Fig. 6A). In this axis, felids have slender scapulae and pelvises with narrow iliac crests. At the opposite extreme, ursids have robust scapulae and pelvises with wide iliac crests.

The analyses of the stylopod (humerus-femur) and the zeugopod (radius-tibia) were very similar (Fig. 6B, C). In both cases, the morphological change related to these axes was the degree of bone robustness. Thus, a more robust stylopod/zeugopod in the forelimb is associated with a more robust stylopod/zeugopod in the hindlimb, and vice versa. The distribution of species along these axes is very similar to the distributions obtained for the within-limbs comparisons: most canids occupy the morphospace region characterized by slender morphologies, whereas several ursids (especially A. melanoleuca and M. ursinus) and mustelids (M. meles and L. canadensis) occupy the region characterized by robust shapes.
Covariation between functionally equivalent bones
All the RV coefficients obtained from the comparisons of functionally equivalent limb bones (i.e., ulna-tibia, scapula-femur, and humerus-tibia) were statistically significant (P < 0.01). The RV coefficients and the percentages of covariance explained by the first PLS axes (Table 3) obtained with the Procrustes coordinates (Fig. 4A, right) and the size-free species averages (Fig. 4B, right) were higher than those obtained with the size-free independent contrasts (Fig. 4C, right). In this case, the highest RV value was obtained from the ulna–tibia comparison (Fig. 4A–C, right) and the lowest one was obtained from the girdle comparison (i.e., scapula–femur). The percentages of covariance explained by the first PLS axis for these comparisons were similar (Table 3).
Figure 6D–F shows the scatter plots of the first PLS axes obtained with the size-free species averages and the morphological changes associated with them. Again, these morphological changes are related to the degree of bone robustness. Thus, the species distribution was very similar in all the comparisons: canids usually have slender bones, whereas the Northern river otter, ursids, and some felids have more robust ones (Fig. 6D–F).
Testing for similarity in the morphological covariation of all bone comparisons
As indicated by the angular comparison test (Table S3), all comparisons showed that the first PLS axes for each of the pairs of bones were not statistically different using the Procrustes coordinates or the size-free species averages data (P < 0.05). For example, the shape covariance of the scapula associated with the femur is very similar to the shape covariance of the scapula associated with the pelvis, and this applies to all pairs of bones. Therefore, the main aspects of shape covariance were basically similar in all between- and within-limbs comparisons.
INFLUENCE OF FUNCTIONAL SPECIALIZATION ON THE PATTERNS OF LIMB BONE SHAPE INTEGRATION
Table 2 shows the results of the regressions of shape on size for each functional subsample (cursorial and noncursorial taxa), and the results obtained for the presence of phylogenetic signal in the size-free shape variation. The graphic models shown in Figure 7 depict the RV coefficients obtained for all comparisons. The bootstrap test confirmed that there were significant differences in the RV coefficients between cursors and noncursors in some of the comparisons. Figure 8 depicts the results of this bootstrap test and shows the random distribution of the RV differences obtained from the size-free species averages as well as the 90 and 95% bootstrap percentile intervals for the anatomically connected bones (Fig. 8A–F), between serial homologues (Fig. 8 G–I) and functional equivalents (Fig. 8J–L). Table 4 also shows the bootstrap percentile and the confidence intervals at the 90 and 95% levels for the size-free independent contrasts.
BPI 90% | BPI 95% | BCI 90% | BCI 95% | ||
---|---|---|---|---|---|
Within limbs | S-H | (−0.165, 0.324) | (−0.21, 0.368) | (−0.179, 0.313) | (−0.226, 0.36) |
H-R | (−0.068, 0.268) | (−0.101, 0.296) | (−0.028, 0.307) | (−0.06, 0.339) | |
H-U | (−0.033, 0.243) | (−0.067, 0.268) | (0.023, 0.298)* | (−0.003, 0.325) | |
R-U | (−0.027, 0.234) | (−0.055, 0.253) | (0.015, 0.275)* | (−0.009, 0.299) | |
P-F | (−0.051, 0.405) | (−0.101, 0.442) | (0.031, 0.484)* | (−0.012, 0.527) | |
F-T | (−0.065, 0.42) | (−0.107, 0.453) | (0.032, 0.516)* | (−0.014, 0.562) | |
Between serial homologues | S-P | (−0.118, 0.397) | (−0.171, 0.433) | (−0.121, 0.393) | (−0.17, 0.442) |
H-F | (−0.173, 0.141) | (−0.206, 0.166) | (−0.177, 0.136) | (−0.208, 0.166) | |
R-T | (−0.016, 0.247) | (−0.038, 0.353) | (0.039, 0.373)* | (0.007, 0.405)* | |
Between functional equivalents | U-T | (−0.007, 0.328) | (−0.041, 0.355) | (0.04, 0.374)* | (0.007, 0.406)* |
S-F | (−0.031, 0.384) | (−0.072, 0.418) | (−0.012, 0.399) | (−0.052, 0.438) | |
H-T | (−0.009, 0.391) | (−0.045, 0.428) | (0.069, 0.47)* | (0.03, 0.508)* |


None of the within-limb comparisons using the size-free species averages were statistically different from zero, as the null difference was within the 90 and 95% intervals in all cases (Fig. 8A–F). However, when the size-free independent contrasts data were used, the differences in RV values for the humerus–ulna, radius–ulna, pelvis–femur, and femur–tibia comparisons were significantly different from zero at the 90% confidence interval (Table 4). Although this is not the usual level of statistical significance, it may suggest the presence of a general trend.
Regarding the between-limb comparisons, the differences in the RV coefficient between the comparisons of the serially homologous scapula–pelvis, humerus–femur, and radius–tibia (Fig. 8H, 8) were not significant for the size-free species averages. However, in the case of the radius-tibia comparison, the null values for the differences in the RV coefficients were outside the 95% confidence intervals for size-free independent contrasts (Table 4). The differences in the RV coefficients between cursors and noncursors were not significant in the comparisons between functionally equivalent proximal bones (scapula–femur; Fig. 8K; Table 4). In contrast, the functional ulna–tibia comparison yielded significant results at the 90% interval when the species averages data were used (Fig. 8J), and at the 95% confidence interval when the independent contrasts data were employed (Table 4). Similarly, the humerus–tibia comparison was significant at the 95 percentile interval (Fig 8L) for the size-free species averages and at the 95% confidence interval for the size-free independent contrasts (Table 4).
Discussion
PATTERNS OF LIMB COVARIATION REVEAL A HIGHLY INTEGRATED APPENDICULAR SKELETON IN CARNIVORANS
The results obtained from the PLS analyses and the RV coefficients show that the carnivoran appendicular skeleton is highly integrated to function as a whole. Furthermore, the angular comparison test indicated that shape covariance is related to the degree of bone robustness in all the comparisons, with the sole exception of the pelvis, which has a more complex shape variation. Thus, the axis of maximum shape covariance is strikingly similar to the main axes of shape variability that were obtained in previous studies of both limbs using principal components analyses for each appendicular bone (Martín-Serra et al. 2014a,2014b). As expected, the distribution of species along the PLS axes generally resembles the distributions found in our previous studies (Martín-Serra et al. 2014a,2014b). The high correspondence between the maximum shape covariance (between bones) and the maximum shape variance (for each bone) confirms the remarkably tight integration of the carnivoran appendicular skeleton. In addition, although both allometry and phylogeny are significant sources of bone shape variation, they do not seem to strongly influence the patterns of morphological integration. In fact, although the strength of the association between elements was slightly reduced when the effects of phylogeny were taken into account, integration remained significant.
We hypothesize that this remarkable integration pattern could be partly due to the strong biomechanical constraints that terrestrial locomotion place on the major limb bones. This biomechanical constraint could be related to a trade-off between resistance to weight-bearing stresses (achieved by robust bones) and the maintenance of energetic efficiency during locomotion (achieved by slender bones), given that adaptations for economical locomotion are counterbalanced by those for increased strength (Pasi and Carrier 2003; Kemp et al. 2005; Martín-Serra et al. 2014a,2014b). However, it is noteworthy that the data do not allow this trade-off to be rigorously tested, as the data are neither kinetic nor kinematic. Thus, given that all the species included in this study are quadrupedal, the bones of the fore- and hindlimbs vary in a coordinated manner as a function of their robustness, because both limbs are affected by similar biomechanical needs. The most noteworthy exceptions are the northern river otter (a semiaquatic species) and the European badger (a digging species), which is probably due to the fact that the functions of the fore- and hindlimbs differ more in these species than in other carnivorans (Tarasoff 1972; Fish 1994).
DIFFERENCES IN THE WITHIN- AND BETWEEN-LIMBS PATTERNS OF COVARIATION
Despite the high degree of morphological integration between bones, the strength of this covariation is not constant throughout the appendicular skeleton. As indicated by the RV coefficients of the comparisons between the serially homologous elements, the two girdles seem to be the least integrated elements that could be related to their different evolutionary history compared to the long bones (Young 2004; Kardong 2006). However, although the shape covariance of the scapula with all other limb bones remains more or less constant and is associated with changes in robustness (Figs. 5A and 6A, E), the shape covariance of the pelvis with other bones is more variable (e.g., see Fig. 5E for the shape covariances of the pelvis and femur and Fig. 6A for those of the pelvis and scapula). This difference in the pattern of integration between both girdles is also supported by the low percentages of shape covariation explained by the first PLS axes in all comparisons (Table 3). A possible explanation for this result could be related to their structural differences relative to the axial skeleton: whereas the scapula is a mobile element, the pelvis is fixed to the vertebral column. Thus, the scapula contributes to stride length during locomotion (as do other long bones) and the pelvis anchors important hindlimb muscles and transmits their movements to the trunk (Raich and Casinos 1991; Gasc 2001; Polly 2007; Schmidt and Fischer 2009; Williams et al. 2009; Hudson et al. 2011). According to this morphofunctional interpretation, the pelvis should not be expected to be as constrained as the scapula by the same type of biomechanical demands that primarily affect other limb bones. Alternatively, the pattern of covariance could be influenced by the fact that the pelvis is the result of the fusion of three different elements (ilium, ischium, and pubis). Although it is beyond the aims of this article to investigate the nature of the differences between both girdles, this topic deserves further in-depth study.
Another clear difference in the degree of shape covariation between serially homologous bones is that zeugopods (radius–tibia) appear to be more integrated than stylopods (humerus–femur). Developmental and functional reasons could underlie this difference: due to the fact that as a limb bone is more distally positioned in the appendicular skeleton, its shape and dimensions are more subject to functional adaptations (Figueirido et al. 2011), and are less limited by developmental constraints because distal growth plates close later (Weisbecker et al. 2008; Weisbecker 2011; Geiger et al. 2014).
Similar results were obtained by the comparisons between functionally equivalent bones and between serially homologous bones. The strong covariation between the ulna and the tibia (Fig. 4) suggests that they may have undergone a certain degree of convergence in their functions. The results appear to partially support the alternative hypothesis concerning the displacement of functional equivalence in relation to serial homology (Raich and Casinos 1991, Gasc 2001, Schmidt and Fischer 2009). In fact, the humerus and tibia show high covariation (see Fig. 6, right column), which suggests that their functional equivalence may have a real effect on the morphological changes of these bones. In contrast, covariation between the scapula and the femur is weak (see Fig. 4, right column), which is probably due to their different developmental processes and timing (Geiger et al. 2014). Thus, the presumed functional equivalence between both bones does not have a substantial effect on their morphological covariation.
FUNCTIONAL SPECIALIZATION INCREASES INTEGRATION WITHIN AND BETWEEN LIMBS
As indicated by the bootstrap tests, the results suggest that the degree of integration in the appendicular skeleton seems to be higher in cursorial species than in noncursorial ones. Furthermore, when phylogeny is taken into account, the appendicular skeleton of cursorial taxa remains more integrated than that of noncursorial taxa, although to a lesser degree than when phylogeny is not taken into account (see Table 4). Although a more in-depth research is needed to find the processes that underlie this pattern (perhaps comparing different levels of integration), following our results we hypothesize that it may be due to the fact that cursors have a forelimb specialized for locomotion, whereas noncursors also use the forelimb for grappling prey, swimming, digging, or manipulating food. Thus, whereas both limbs of cursors converge in their functions, the limb functions of noncursors diverge, which appears to be related to the lower degree of integration between the appendicular elements. Furthermore, in cursorial taxa the comparisons between distal functional equivalents (ulna–tibia and humerus–tibia; Fig. 8) are more integrated and are more susceptible than other elements to modification by functional causes. This finding is also supported when phylogeny is taken into account, because these comparisons plus the radius–tibia appear as still more integrated in cursors than in noncursors (Table 4). The results indicate that the appendicular bones are more integrated in species that specialize in locomotion and that such specialization particularly affects the distal elements.
Young and Hallgrímsson (2005) and Bell et al. (2011) demonstrated a similar process but in the opposite direction regarding the tight association between functional specialization and morphological integration. They showed that the highly integrated pattern between serially homologous elements decreases in specialized taxa with extremely different limb functions (e.g., flying vertebrates). Thus, in this case, functional specialization entails a divergence of functions between both limbs. The particular developmental strategies of marsupial mammals also reduce limb integration (Bennett and Goswami 2011; Kelly and Sears 2011). Marsupials are altricial and need well-developed forelimbs to climb toward the mother's teat (Sears 2004). This underlies the difference in developmental timing between the fore- and hindlimb in marsupials (Weisbecker et al. 2008; Goswami et al. 2009; Sears 2009; Geiger et al. 2014) and, as a result, a reduced level of morphological integration (Bennett and Goswami 2011; Kelly and Sears 2011).
Strikingly, the case regarding the appendicular skeleton of carnivorans seems to be the opposite, as the ancestral condition of basal carnivorans is a less integrated appendicular skeleton and generalized morphofunctional limbs (Heinrich and Rose 1995, 1997; Heinrich and Houde 2006; Spaulding and Flynn 2009; Tomiya 2011; Samuels et al. 2013). Therefore, taxa specializing in cursorial locomotion lose the “nonlocomotory” skills of their forelimb and increase the degree of integration between their limbs. More interestingly, the results also show that the pattern of integration may not only change due to large differences in function or development among distantly related clades (e.g., bats, birds, and marsupials), but could also change due to subtle differences in function or development within closely related species at an evolutionary level.
Conclusions
This study investigated whether the pattern of evolutionary integration in the appendicular skeleton of mammalian carnivores was shaped by performance selection in terms of organismal function and, if so, how this pattern was influenced by allometry and phylogeny. The results indicate that the appendicular skeleton of carnivorans is highly integrated despite the effects of phylogeny and allometry. Anatomically connected bones (within limbs) and serial homologues or functionally equivalent elements (between limbs) are significantly integrated. Furthermore, the most important morphological change associated with bone covariance is the degree of bone robustness. The pelvis is an exception, which is probably due to its different evolutionary history, structure, and function relative to the scapula.
Strikingly, the degree of integration increases from the proximal girdles to the more distal bones both within and between the limbs. In addition, as functional adaptations are more evident in the more distal bones, we hypothesized that functional factors could have played a role in shaping this pattern. The effects of functional adaptation were also indicated by comparing the strength of the covariation between pairs of anatomically connected bones, serial homologues, or functional equivalents in two different ecological groups: carnivoran species specialized for cursorial locomotion and noncursorial taxa. The degree of integration between the distal elements is higher in cursors than in noncursors. Thus, the loss of functions in the forelimb of cursorial taxa is associated with a higher degree of integration in the more distal elements of both limbs.
Our findings suggest that functional interactions between carnivoran appendicular elements can modify the patterns of morphological integration at an evolutionary level (see Fig. 1B). In other words, the developmental processes that underlie the formation of the appendicular skeleton have been modified to match functional associations through natural selection (Wagner and Altenberg 1996; Klingenberg 2014).
ACKNOWLEDGMENTS
We are especially grateful to C. M. Janis, and F. J. Serrano for their helpful suggestions during the writing of this article. We thank M. Laurin for giving us statistical advice. We also thank J. X. Samuels and an anonymous reviewer for their insightful comments that helped to improve the quality of the article. Associate Editor P. D. Polly also contributed constructive remarks. We thank R. Portela (NHM, London) and E. Westwig (AMNH, New York) for kindly providing us with access to the specimens under their care, and to S. Almécija for providing us with the bone scanning surfaces. This study was supported by a PhD Research Fellowship (FPU) to AM-S from the “Ministerio de Educación y Ciencia” and CGL2012–37866 grant to BF from the “Ministerio de Economía y Competitividad.” The authors declare that there are no conflicts of interest.
DATA ARCHIVING
The doi for our data is 10.5061/dryad.m8440.