Article 0012 Introduction to Systematics & Taxonomy
Introduction
There are approximately 1.75 million species
accounted for on our planet, with insects making up near 75% of the total.
The number of species accounted for is a relatively small number compared to the estimated
13 - 14 million* species still unaccounted for. Most of these undiscovered species are expected
to be insects and microscopic life forms found in tropical regions. Unfortunately, many
of them will become extinct before they are ever discovered due to habitat
destruction. It has been estimated by paleontologist Stephen Jay Gould that nearly 99% of all plant
and animal species have already become extinct, with most leaving no fossil
record. However, new species of life are discovered everyday from microbes to
larger life forms, and the occasional mammal or bird. All known species have
been given a scientific name, and categorized into a hierarchical grouping based on similar
biological traits. The study of classifying living organisms is known as
Systematics, and the actual naming and placement is called Taxonomy.
There is, of course, some controversy over the definitions of each taxon
(level in the taxonomic tree), and there are many different models attempting to
describe the relationship of all living organisms. This article will touch on a
few of the more accepted models, starting with the Traditional, or Linnaean
System, some variations of this system, followed by Cladistics.
Traditional, or Linnaean System of Taxonomy
The traditional system is perhaps the standard form of classification today, and
has been used for many years. The original model consisted of only two major
groups, or kingdoms; the plants and animals. The model has since been divided
further into five kingdoms, and today consists of a tree-like hierarchical
method of classification, where organisms are grouped into nested categories, based on how
similar they are. Many of the characteristics of a particular taxon are
based on morphological, or anatomical similarities. In the past years, genetic
research has proven that many species thought to be very similar in appearance,
are in fact more distant than previously accepted. Because of this, the
traditional system of taxonomy does not accurately tell us how ancestrally close
the members of a particular taxon are to one another, but it does give us a
systematic approach to naming and discussing the known organisms. The
traditional system is also a good basis for molecular classification, as it has already
named and categorized all the known species. From here, taxa can be modified
when necessary, according to new genetic information as it is discovered. When discussing an organism, scientists often refer to the organism by its
binomial, or scientific name. The binomial (bi=2, nomial=name) is a two part
name given to every classified organism. The first name is the genus (plural =
genera), and is always capitalized, as are all preceding taxa. The second word is the
species name, which is always lower case. In literature, is is common practice
to italicize both the genus and species when referring to both, or either. For
example, the binomial for the red-eyed treefrog is written Agalychnis
callidryas, where Agalychnis is the genus, and callidryas the
species. Some species have subspecies, the name of which is written after the
species name, in lowercase, and also italicized, in a trinomial fashion. The trinomial for the Sierra
newt, for instance, is written Taricha torosa sierrae.
The following describes
the main taxa in the traditional system, and some
qualifications:

KINGDOM:
In the Kingdom, organisms
are distinguished according to cellular characteristics and methods of obtaining
nutrition. For example, the Kingdom Monera consists of prokaryotic single-celled
organisms that absorb nutrition, while the Kingdom Animalia consists of eukaryotic multi-celled organisms that ingest nutrition.
There are five defined Kingdoms of living things: Monera, Protista, Fungi,
Plantae, and Animalia. However, Monera and Protista are of particular ambiguity, which will be
addressed later.
PHYLUM:
Kingdoms are further divided into Phyla (single, Phylum). Organisms are placed into Phyla according to basic, physical similarities. The Phylum
Chordata, which
includes humans and amphibians, is divided further into three subphyla: Vertebrata (animals
with spinal chords), Urochordata (invertebrates), and Cepalochordata (invertebrates).
CLASS:
Phylums are categorized into Classes. Members of Classes are grouped according to their skeletal system, environmental adaptations,
and their reproductive systems. The seven Classes of Phylum Chordata, Subphylum
Vertebrata are: Agantha, Chondrichthyes, Osteichthyes, Amphibia, Reptilia, Aves, and
Mammalia.
About Mammalia:
The Class Mammalia is further divided into two Subclasses, Prototheria and
Theria.
Prototheria includes mammals that lay eggs in the fashion of non-mammalian vertebrates. Examples are
Ornithorhynchus anantinus (Platypus), and Tachyglossus aculeatus (Spiny Anteater).
The Subclass Theria, which includes all other living mammals, is further divided into
three Infraclasses: Eutheria (placentals), Metatheria (marsupials), and Pantotheria
(extinct Therian mammals).
ORDER:
Classes are divided into Orders, for which
organisms are categorized according to closer morphological similarities. The Class
Amphibia includes three Amphibian Orders: Anura (frogs and toads), Caudata
(newts and salamanders), and Gymnophiona (caecilians). All frogs and toads share
similar traits, as do all salamanders, and all caecilians.
FAMILY:
Orders are divided into Families, for which
organisms are categorized according to more detailed morphological traits. The Orders
Anura, Caudata, and Gymnophiona contain 29, 10, and 5 Families, respectively.
There is often shuffling of families within the orders as new information is
discovered about the members.
GENUS (plural, Genera):
Families are divided into Genera (single, genus), for which organisms
are categorized according to even closer similarities. The first word in a species scientific
name (Latin name) is the organism's genus, the second is the Species, and if a third word is included, it is the Subspecies. Each Amphibian
Family contains one or more Genera. For example, the Eastern Newt, Notophthalmus viridescens is of the
Genus Notophthalmus.
SPECIES:
Finally, the last category is the species. The species is the fundamental
category in the Linnaean system, but can be followed by a subspecies. Subspecies
are only slightly different than their species, and are capable of interbreeding. The second word in an organism's scientific name (Latin name) is the
species, and the third is the subspecies (where applicable). For example, the Peninsula Eastern
Newt, Notophthalmus viridescens piaropicola, is a subspecies of the Eastern Newt,
Notophthalmus viridescens. The subspecies described first is referred to
as the nominal form, and has the same subspecies name as the species name. In
our Notophthalmus viridescens example, the nominal form would be Notophthalmus
viridescens viridescens. Species and subspecies are sometimes further distinguished by classification into Races, according to geographic locations, and/or physical and behavioral differences.
Races and subspecies are also sometimes regarded as synonyms.
The further nested a taxa, for example the Genus level, the closer related
the organisms. New methods of analyzing DNA has created doubt
among the current classification of many species, and some professionals would
say the traditional system is now obsolete. Such proponents would opt for a
strictly cladistic approach to categorizing species. Cladistics is based solely
on ancestral lineages, and uses the evolutionary history of organisms, attained
mainly through molecular analyses, to classify animals (more on Cladistisc
below).
| Table 12.1 - Traditional
Five Kingdom Taxonomic Model |
|
| Kingdoms |
|
|
Cellular Organization |
Method of Nutrition |
Type |
Known Species |
| Animalia |
multicellular with euraryotic cells - have
means of locomotion |
ingestion |
sponges, worms, insects, fish, amphibians,
reptiles, birds, mammals |
1,000,000+ |
| Fungi |
multicellular filamentous form with
eukaryotic cells |
absorption |
fungus, mold, mushrooms, yeast, mildew |
100,000+ |
| Monera |
prokaryotic, single-celled organisms |
absorption |
blue-green algae, bacteria, spirochetes |
10,000+ |
| Plantae |
multicellular with eukaryotic cells |
photosynthesis |
moss, ferns, trees, flowering plants |
248,428+ |
| Protista |
eukaryotic single-celled organisms |
absorption, ingestion, and/or photosynthesis |
protozoans, algae |
250,000+ |
|
| Kingdom Animalia | Phylums |
|
|
Characteristics |
Type |
Known
Species |
| Acanthocephala |
stomach
parasites found in carnivores |
spiny-headed
worms |
600+ |
| Annelida |
terrestrial,
freshwater, and marine worms with well developed coelom |
earthworms,
leeches |
8,900 |
| Arthropoda |
segmented
animals with paired, jointed appendages |
crustaceans,
scorpions, spiders, insects |
123,151+ |
| Brachiopoda |
bottom-dwelling
marine animals with two-valved shells |
lamp
shells |
335 |
| Chaetognatha |
slender,
planktonic, carnivorous animals |
arrow
worms, flatworms |
100+ |
| Chordata |
animals
with a dorsal hollow nerve chord, dorsal supporting rod (notochord), and
gill pouches or slits. |
fish,
birds, humans, amphibians, reptiles |
45,000+ |
| Cindaria |
symmetrical,
with tissues, organs, and nematocysts |
Coelenterates,
hydra, corals |
9,500+ |
| Ctenophora |
aquatic,
transparent |
comb
jellies |
90 |
| Echinodermata |
marine
animals with tubercles for locomotion, and an endoskeleton containing spine barring plates |
star
fish, urchins, sand dollars |
6,000 |
| Echiura |
unsegmented
marine worms burrowing in marine deposits |
spoon
worms |
140 |
| Entoprocta |
sedentary
marine animal living in colonies |
entroprocts |
150+ |
| Euprocta |
small,
colonial, aquatic animals |
euprocts |
5,000+ |
| Gastrotricha |
microscopic
marine animals with cilia on bodies |
gastrotriches |
400+ |
| Gnasthostomulida |
microscopic
marine worms |
jaw
worms |
80 |
| Hemichordata |
soft-bodied
animals inhabiting muddy sea bottoms |
hemichordates |
90 |
| Kinorhyncha |
worm-like
marine animals |
kinorhynchs |
150 |
| Loricifera |
small
marine animal covered by lorica |
loriciferans |
10 |
| Mesozoa |
worm-like
organisms |
mesozoans |
50 |
| Mollusca |
soft-bodied
animals, usually protected by a calcareous shell |
clams,
snails, mollusks, oysters |
50,000+ |
| Nematomorpha |
long,
parasitic worms found in insects and crustaceans |
horsehair
worms, gordian worms |
240 |
| Nemertina |
long
anterior proboscis used to explore environment and capture prey |
proboscis
worms |
900+ |
| Nemetoda |
cylindrical,
parasitic worms |
nematodes,
roundworms |
80,000+ |
| Onychophora |
soft-bodied,
segmented animals with unjointed legs |
velvet
worms |
80 |
| Pentastoma |
parasitic
worms in the respiratory passage of air-breathing vertebrates |
tongue
worms |
70 |
| Phorinda |
tentacled
marine worms living in tubes |
horseshoe
worms |
10 |
| Placozoa |
no
tissues, organs, or symmetry |
trichoplax
adhaerens |
1 |
| Platyhelmenthes |
ribbon
shaped, soft-bodied. least complex animals with head |
planarians, flukes |
15,000+ |
| Pogonophora |
slender,
gutless, tube-living marine worms |
beard
worms |
100 |
| Porifera |
no
tissue, organs, or symmetry |
sponges |
10,000+ |
| Priapulida |
carnivorous
marine worms |
priapulids |
10 |
| Rotifera |
microscopic
marine animals with corona. |
rotifers,
wheel animals |
2,000+ |
| Sipuncula |
unsegmented
marine worms living in crevices |
peanut
worms |
300+ |
| Tardigrada |
small
animals living in films of water around mosses and other low
terrestrials |
bear
worms |
380 |
|
| Kingdom Animalia | Phylum
Chordata |
|
| Phylum/Subphylum: |
Characteristics |
Known Species |
| Phylum:
Chordata: |
All Chordates have
bilaterally symmetrical bodies. At some point in their lives, Chordates
have gill pouches or gill slits to obtain oxygen in a liquid
environment. Chordates also have a notochord, a stiff cartilage that
runs under the dorsal surface of the body. |
|
| Subphylum: Cepalochordata (invertebrates) |
Marine filter-feeders
closely ancestral to Echinoderms |
28 |
| Subphylum:
Vertebrata (vertebrates): |
The notochord is
replaced with a complex spinal chord in the embryonic stage. Included
are humans and amphibians |
|
| Subphylum: Urochordata
(invertebrate) |
Tunicates, or sea
squirts |
2,000 |
|
| Kingdom
Animalia | Phylum Chordata | Subphylum Vertebrata |
|
| Classes: |
Characteristics |
Type |
Known
Species |
| Agnatha |
Jawless fishes,
lacking scales. |
lampreys, hagfish |
|
| Amphibia |
Animals that spend
part of their lives in water, and part on land (metamorphosis is also a
common characteristics). Respiration may occur through osmosis.
Amphibians are poikilotherms. |
frogs, salamanders, caecilians |
5,378+ |
| Aves |
Epidermal covered in
feathers, with scaled legs. Well developed nervous system. Aves are
homeothermic. |
pigeons, eagles, finch (all
birds) |
|
| Chondrichthyes |
Fish with skeletons
consisting of cartilage, as opposed to bone. |
rays, sharks, skates |
|
| Mammalia |
Body covered with
hair, mouth with teeth, internal fertilization, four-chambered heart.
Mammals are homeothermic. |
mice, humans, whales, lions, dogs
(all mammals) |
|
| Osteichthyes |
Fish with skeletons
made of bone |
perch, trout, koi |
|
| Reptilia |
Animals with rough
skin made of keratin, and that produce amniotic eggs. Respiration occurs
with the use of lungs. Reptiles are poikilotherms. |
turtles, snakes, lizards,
crocodiles |
|
|
| Kingdom Animalia | Phylum
Chordata | Subphylum Vertebrata
| Class Amphibia |
|
| Orders: |
Characteristics |
Type |
Known
Species |
| Anura |
Four
legged amphibians, lacking tail. some species are highly toxic. Most
species metamorphose, and posses the ability to vocalize. |
all
frogs and toads |
4714+ |
| Caudata |
Four
legged amphibians, with tails. Some species are highly toxic. most
species metamorphose, and do not posses the ability to vocalize. |
all
salamanders, newts, axolotls, sirens, and amphiuma |
505+ |
| Gymnophiona |
Legless,
segmented amphibians. |
all
caecilians |
159+ |
|
Three-Domain System of Taxonomy
As mentioned earlier, there is much ambiguity amongst the taxa in the
traditional model. The Kingdoms Monera and Protista are of dispute, which has
given rise to another, similar model, with slightly different top categories.
This model consists of three domains at the top level, divided into the
corresponding taxa. The domains are essentially Superkingdoms, sometimes with the
traditional Kingdoms just below the Domains. The following diagram shows the top taxa in the "three
domain model".

In the three-domain system, all Eukaryotes are included in the domain Eukarya,
and the remaining two domains, Bacteria and Archaea, include the Prokaryotes.
Formally, this system also includes another domain called Urkaryotes, comprised
of eukaryotes prior to their establishment of endosymbiosis with eubacteria
(i.e. before the development of mitochondria and chloroplasts). The domain Bacteria includes
all of the "modern" Bacteria, sometimes called Eubacteria. This domain
includes all of the commonly known bacteria, including those that cause disease
and infections in animals. Others are either non-harmful, or beneficial to their
hosts or the environment. The domain Archaea is comprised of the ancient
bacteria, or Acrhaea. Archaea are not harmful to animals, and are characterized
as extremophiles, a reflection of their affinity for the harshest of environments.
There are three basic types of Archaea, the methanogens, halophiles, and
thermophiles. Methanogens are so called because of their unique way of obtaining
energy by using CO2 to oxidize H2, which produces Methane (CH4). Methanogens are
strict anaerobes, and die immediately upon exposure to Oxygen. They are found in
swamps and marshes, where they expel large amounts of Methane, or swamp gas.
Halophiles inhabit extremely salty environments, sometimes in waters more than
30% saline such as the Dead Sea and the Great Salt Lake. Halophiles create a
purple-red, sometimes yellow, scum due to the presence of bacteriorhodopsin, a
color pigment similar to that found in human retinasa. Thermophiles inhabit
extermely hot bodies of water, including sulfter springs and deep sea black
smokers. These prokaryotes are found in the temperature range of 60°C-105°C,
and are known for their ability to oxidize Sulfer. The extreme conditions
preferred by Archaea are reflections of the extreme environment the Earth once
was, so many millions of years ago, when Archaea were abundant. In this
system, the domain Eukarya is divided further into varying numbers of
"Kingdoms". Some have kept the traditional Kingdoms from the
Five-Kingdom model, with the exception of all Prokaryotes, while others have
divided the Eukarya into other, varying groups.
Cladistics, or Phylogenetic Taxonomy
Systematics is a field in Biology that deals with the diversity of life and the classification
of living organisms, and taxonomy is the study of the hierarchical tree of
species. Traditional taxonomy consists of categorizing
living organisms into groups based on certain types of morphological similarities, usually
beginning with the recognition of physical similarities. An example of a
questionable similarity may be that of the wing of a bat, and the wing of a
bird. Both are wings, serving the purpose of flight, but does that mean that
birds and bats are closely related? Not necessarily. The world is a very diverse
place, and sometimes certain traits are developed by two different animals, that
may be very distant relatives in terms of ancestral lineage. Now the question arises as to how, when, and why
many animals have similar anatomical structures, and if these particular
structures make the creatures closely related or not.If a shared similarity, such as webbed feet, was derived from a common
ancestor, it is called a Homology. Homologies are usually applied and tested
against a group of animals thought to be closely related, such as snakes,
lizards, and crocodiles. Theoretically, if one wanted to define a more inclusive
group, homologies could be documented all the way back to the common ancestor of all
life. However this is impractical, probably impossible, and doesn't tell us much about the
evolution of a particular species. In
most instances, one would attempt to show how closely related certain
organisms are based on their divergence from the most recent ancestor.
Homologies that are derived from the most recent ancestor of a particular
group of organisms are called Shared Derived Characters. Shared
derived characters are unique to the particular group in question, and can distinguish
it from a more inclusive group that may include more distant
ancestors. Other characteristics shared with more distant common ancestors,
and that may be present in other groups, are called Shared Primitive
Characters. Take for example the presence of hair and backbones in the
mammalian group. All mammals have both characters, but only the hair
characteristic distinguishes mammals from all other vertebrates. This is a
shared derived character. Other groups besides mammals possess backbones,
and so the backbone is a shared primitive character of mammals. On a more
inclusive scale, the presence of a backbone is a shared derived character
when applied to the entire vertebrate group, because it is unique to that
group, and a result of the most recent vertebrate ancestor. The
status of a particular characteristic is dependent on how inclusive the
group in question is.

Cladistics
is a method of classification that attempts to organize groups, or individual
species based on their common ancestors. The basis for Cladistics is the
divergence from an ancestral line, whereas with the Linnaean System, the focus
is on physical and assumed similarities. In Cladistics,
similar organisms are categorized into clades. There are three types of
clades, monophyletic, paraphyletic, and polyphyletic. A legitimate, and complete clade
is one that includes a
common ancestor and all of it's descendents, and is called a monophyletic clade. A
paraphyletic clade is one that includes a common ancestor and only some of the
descendents, and a polyphyletic clade is one that includes the descendents, but
not the common ancestor. The cladogram in Fig. 12.1 shows a simple
phylogeny involving several different animals, and their branch-point separation from a
common ancestor. In the clade, the main line represents the common ancestor linking all of the
animals together. Each branch separation from the main line represents a
separation from the common ancestor, and is thus the most recent common ancestor
to each animal. During the evolution of the common ancestor
to all of the animals portrayed in the cladogram, species branched out as a result of the
derivation of unique characteristics. For instance, because the turtle is
between the salamander and the wolf, it can be shown that the turtle separated from
the common ancestor after the salamander, but before the wolf. This is not to
say that turtles are more closely related to wolves, only that turtles
shared a common ancestor with wolves more recently than salamanders. The
cladogram also does not imply that all salamanders evolved before all turtles,
but only that the salamander-wolf common ancestor preceded that of the
turtle-leopard clade.
Listed also in Fig. 12.1 are examples of some of
the common traits derived after the split from the common ancestor, for which
each preceding animal does not possess. Each animal placed after the listed
characteristic possesses that particular trait, as well as all of the preceding
listed characteristics. For example, the wolf possesses hair, amniotic eggs (at
one point), four-legged locomotion, a jaw bone, and a vertebral column, whereas
the turtle, preceding the hair characteristic, possesses all of the traits
except hair. Further down the ancestral line, we see that the lancelet possesses
none of the traits, and precedes all animals with a vertebral column. Similarly,
we see that the lamprey precedes all animals with jaw bones, etc., up to the
wolf that possesses all listed traits. All of the similar traits are homologies
because they were derived from a common ancestor. This example uses Outgroup
Comparison to construct the cladogram. The lancelet is
considered the outgroup, because it precedes the group of organisms with
vertebral columns. The other four organisms are considered the ingroup, and are essentially
being compared to the outgroup in terms of evolution.
Not all similar characteristics are derived from a common ancestor.
The wings of a bat and those of a bird, for example, are similar characteristics
in that they are both wings, and serve the purpose of flight, but are not
homologous because they did not evolve from a common ancestor. Such similarities
are called Analogies, and occur when two species develop similar traits, but
that are not due to emergence from a common ancestor (convergent evolution). Analogies are usually
adaptations to similar environments, or ecological niches. In terms of ancestral
lineage, analogies
are only skin deep, and do not reflect concurrent emergence from the
common ancestor. Fig. 12.2 (a) and Fig 12.2 (b) below show two different clades
relating the appearance of a four-chambered heart in a lizard (reptilia), a bird
(aves), and a fox (mammal). Fig. 12.2 (a) shows an bird-fox clade, for which the
four-chambered heart is a homology of the two animals. However, molecular data
supports the hypothesis that the four-chambered hearts of birds and mammals are
actually analogous, and the four-chambered heart is thought to have evolved
separately in both organisms. Fig. 12.2 (b) shows the current hypothesis, with a
lizard-bird clade, excluding mammals, but showing the separate evolution of the
four-chambered heart in both birds and mammals. This example shows that
morphological characteristics alone are often times not accurate means of
classification, as is the basis of the Traditional System of Taxonomy.
So, how can one tell the difference between a homology and an analogy? This
is the job of the systemetist, and there are several ways, used in conjunction,
to try to determine when and why certain traits were developed in species. The
fossil record, although incomplete, provides much insight to the behavior and
evolution of many species. Occasionally, soft tissues are preserved in fossils,
in addition to the hard materials, which provides even more information about a
particular species' evolution. From a fairly preserved fossil, much about the
animal can be determined, such as size, weight, gender, diet, gait, etc. The
fossil record is often still consulted with new systematic hypotheses, however,
new advances in molecular analysis allow scientists to more accurately determine
when a particular characteristic was developed within a species. This is most
commonly done by comparing sequences of nucleotides in DNA and RNA, which
program corresponding sequences of amino acids in proteins. Because nucleotide
sequences are inherited, the degree of similarity of sequences between two
species indicates how recent their split from the common ancestor. Each of the
nucleotide positions in a segment of DNA represents an inherited characteristic,
displayed in the form of one of the four DNA bases (Adenine, Guanine, Thymine,
and Cytosine). In such analyses, homologous regions in the sequences of two
species' DNA that are 10,000 nucleotides long provide 10,000 points of
comparison. Such comparisons can prove too tedious to do by hand, so computers
have been incorporated to automate much of the work.
The rates of change in DNA sequencing vary for different parts of the genome,
and the coding is rather slow for ribosomal rRNA. Nucleotide sequence comparison
of rRNA is especially useful in determining relationships between taxa that
evolved several hundred million years ago. In contrast, mitochondria (mtDNA)
evolves rather quickly, and is useful in determining relationships between very
similar taxa. Recently, this has led to the re-classification of many former
species into separate species.
* - The total number of species on Earth,
including those accounted for, has been estimated as anywhere between 10
million and 100 million, depending on the source. The only available data
approximations; there is no concrete evidence available to give a proven
number.
References
Margulis, Lynn, and Karlene V. Schwartz. Five Kingdoms : An Illustrated
Guide to the Phyla of Life on Earth. W H Freeman & Co, 1998. Schuh,
R.T. Biological Systematics: Principles and applications. Cornell
University Press, 2000.
|