Evolutionary taxonomy, evolutionary systematics or Darwinian classification is a branch of biological classification that seeks to classify organisms using a combination of phylogenetic relationship (shared descent), progenitor-descendant relationship (serial descent), and degree of evolutionary change. This type of taxonomy may consider whole taxa rather than single species, so that groups of species can be inferred as giving rise to new groups. The concept found its most well-known form in the modern evolutionary synthesis of the early 1940s.
Evolutionary taxonomy differs from strict pre-Darwinian Linnaean taxonomy (producing orderly lists only), in that it builds evolutionary trees. While in phylogenetic nomenclature each taxon must consist of a single ancestral node and all its descendants, evolutionary taxonomy allows for groups to be excluded from their parent taxa (e.g. dinosaurs are not considered to include birds, but to have given rise to them), thus permitting paraphyletic taxa.
Evolutionary taxonomy differs from strict pre-Darwinian Linnaean taxonomy (producing orderly lists only), in that it builds evolutionary trees. While in phylogenetic nomenclature each taxon must consist of a single ancestral node and all its descendants, evolutionary taxonomy allows for groups to be excluded from their parent taxa (e.g. dinosaurs are not considered to include birds, but to have given rise to them), thus permitting paraphyletic taxa.
Origin of evolutionary taxonomy
Evolutionary taxonomy arose as a result of the influence of the theory of evolution on Linnaean taxonomy. The idea of translating Linnaean taxonomy into a sort of dendrogram of the Animal and Plant Kingdoms was formulated toward the end of the 18th century, well before Charles Darwin's book On the Origin of Species was published. The first to suggest that organisms had common descent was Pierre-Louis Moreau de Maupertuis in his 1751 Essai de Cosmologie, Transmutation of species entered wider scientific circles with Erasmus Darwin's 1796 Zoönomia and Jean-Baptiste Lamarck's 1809 Philosophie Zoologique. The idea was popularised in the English-speaking world by the speculative but widely read Vestiges of the Natural History of Creation, published anonymously by Robert Chambers in 1844.
Following the appearance of On the Origin of Species, Tree of Life representations became popular in scientific works. In On the Origin of Species,
the ancestor remained largely a hypothetical species; Darwin was
primarily occupied with showing the principle, carefully refraining from
speculating on relationships between living or fossil organisms and
using theoretical examples only. In contrast, Chambers had proposed specific hypotheses, the evolution of placental mammals from marsupials, for example.
Following Darwin's publication, Thomas Henry Huxley used the fossils of Archaeopteryx and Hesperornis to argue that the birds are descendants of the dinosaurs. Thus, a group of extant
animals could be tied to a fossil group. The resulting description,
that of dinosaurs "giving rise to" or being "the ancestors of" birds,
exhibits the essential hallmark of evolutionary taxonomic thinking.
The past three decades have seen a dramatic increase in the use
of DNA sequences for reconstructing phylogeny and a parallel shift in
emphasis from evolutionary taxonomy towards Hennig's 'phylogenetic
systematics'.
Today, with the advent of modern genomics, scientists in every branch of biology make use of molecular phylogeny to guide their research. One common method is multiple sequence alignment.
New methods in modern evolutionary systematics
Efforts in combining modern methods of cladistics, phylogenetics, and
DNA analysis with classical views of taxonomy have recently appeared.
Certain authors have found that phylogenetic analysis is acceptable
scientifically as long as paraphyly at least for certain groups is
allowable. Such a stance is promoted in papers by Tod F. Stuessy
and others. A particularly strict form of evolutionary systematics has
been presented by Richard H. Zander in a number of papers, but
summarized in his "Framework for Post-Phylogenetic Systematics".
Briefly, Zander's pluralistic systematics is based on the
incompleteness of each of the theories: A method that cannot falsify a
hypothesis is as unscientific as a hypothesis that cannot be falsified.
Cladistics generates only trees of shared ancestry, not serial ancestry.
Taxa evolving seriatim cannot be dealt with by analyzing shared
ancestry with cladistic methods. Hypotheses such as adaptive radiation
from a single ancestral taxon cannot be falsified with cladistics.
Cladistics offers a way to cluster by trait transformations but no
evolutionary tree can be entirely dichotomous. Phylogenetics posits
shared ancestral taxa as causal agents for dichotomies yet there is no
evidence for the existence of such taxa. Molecular systematics uses DNA
sequence data for tracking evolutionary changes, thus paraphyly and
sometimes phylogenetic polyphyly signal ancestor-descendant
transformations at the taxon level, but otherwise molecular
phylogenetics makes no provision for extinct paraphyly. Additional
transformational analysis is needed to infer serial descent.
The
Besseyan cactus or commagram is the best evolutionary tree for showing
both shared and serial ancestry. First, a cladogram or natural key is
generated. Generalized ancestral taxa are identified and specialized
descendant taxa are noted as coming off the lineage with a line of one
color representing the progenitor through time. A Besseyan cactus or
commagram is then devised that represents both shared and serial
ancestry. Progenitor taxa may have one or more descendant taxa. Support
measures in terms of Bayes factors may be given, following Zander's
method of transformational analysis using decibans.
Cladistic analysis groups taxa by shared traits but incorporates a
dichotomous branching model borrowed from phenetics. It is essentially a
simplified dichotomous natural key, although reversals are tolerated.
The problem, of course, is that evolution is not necessarily
dichotomous. An ancestral taxon generating two or more descendants
requires a longer, less parsimonious tree. A cladogram node summarizes
all traits distal to it, not of any one taxon, and continuity in a
cladogram is from node to node, not taxon to taxon. This is not a model
of evolution, but is a variant of hierarchical cluster analysis (trait
changes and non-ultrametric branches. This is why a tree based solely on
shared traits is not called an evolutionary tree but merely a cladistic
tree. This tree reflects to a large extent evolutionary relationships
through trait transformations but ignores relationships made by
species-level transformation of extant taxa.
Phylogenetics attempts to
inject a serial element by postulating ad hoc, undemonstrable shared
ancestors at each node of a cladistic tree. There are in number, for a
fully dichotomous cladogram, one less invisible shared ancestor than the
number of terminal taxa. We get, then, in effect a dichotomous natural
key with an invisible shared ancestor generating each couplet. This
cannot imply a process-based explanation without justification of the
dichotomy, and supposition of the shared ancestors as causes. The
cladistic form of analysis of evolutionary relationships cannot falsify
any genuine evolutionary scenario incorporating serial transformation,
according to Zander.
Zander has detailed methods for generating support measures for molecular serial descent
and for morphological serial descent using Bayes factors and sequential
Bayes analysis through Turing deciban or Shannon informational bit
addition.
The Tree of Life
As more and more fossil groups were found and recognized in the late 19th and early 20th century, palaeontologists worked to understand the history of animals through the ages by linking together known groups. The Tree of life was slowly being mapped out, with fossil groups taking up their position in the tree as understanding increased.
These groups still retained their formal Linnaean taxonomic ranks. Some of them are paraphyletic
in that, although every organism in the group is linked to a common
ancestor by an unbroken chain of intermediate ancestors within the
group, some other descendants of that ancestor lie outside the group.
The evolution and distribution of the various taxa through time is
commonly shown as a spindle diagram (often called a Romerogram after the American palaeontologist Alfred Romer)
where various spindles branch off from each other, with each spindle
representing a taxon. The width of the spindles are meant to imply the
abundance (often number of families) plotted against time.
Vertebrate palaeontology
had mapped out the evolutionary sequence of vertebrates as currently
understood fairly well by the closing of the 19th century, followed by a
reasonable understanding of the evolutionary sequence of the plant kingdom
by the early 20th century. The tying together of the various trees into
a grand Tree of Life only really became possible with advancements in microbiology and biochemistry in the period between the World Wars.
Terminological difference
The two approaches, evolutionary taxonomy and the phylogenetic systematics derived from Willi Hennig, differ in the use of the word "monophyletic". For evolutionary systematicists, "monophyletic" means only that a group is derived from a single common ancestor. In phylogenetic nomenclature, there is an added caveat that the ancestral species and all descendants should be included in the group. The term "holophyletic" has been proposed for the latter meaning. As an example, amphibians
are monophyletic under evolutionary taxonomy, since they have arisen
from fishes only once. Under phylogenetic taxonomy, amphibians do not
constitute a monophyletic group in that the amniotes (reptiles, birds and mammals) have evolved from an amphibian ancestor and yet are not considered amphibians. Such paraphyletic groups are rejected in phylogenetic nomenclature, but are considered a signal of serial descent by evolutionary taxonomists.