Inapplicable character states occur when character complexes are absent or reduced in some of the taxa. Several approaches have been proposed for representing such states in a character matrix so that the inapplicable condition has no effect on the placement of taxa and/or the applicable states are independent and not redundant. Here we examine each of these approaches and demonstrate that all have shortcomings. Coding inapplicables as "?" (reductive coding), although flawed, is currently the best way to analyze data sets that contain inapplicable character states.
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http://dx.doi.org/10.1111/j.1096-0031.1999.tb00272.x | DOI Listing |
Cladistics
August 2024
Unidad Ejecutora Lillo, UEL (CONICET - Fundación Miguel Lillo), Miguel Lillo 251, 4000, San Miguel de Tucumán, Argentina.
Cladistics
June 2024
Meise Botanic Garden, Nieuwelaan 38, Meise, Belgium.
This paper discusses methods to take into account interactions between characters, in the context of parsimony analysis. These interactions can be in the form of some characters becoming inapplicable given certain states of other, primary characters; in the form of only certain states being allowed in some characters when a given state or set of states occurs for other characters; or in the form of transformation costs in some character being higher or lower when other characters have certain states or transformations between states. Character-state reconstructions and evaluation of trees under the assumption of independence may easily lead to ancestral assignments that violate elementary rules of biomechanics, well-established theories relating form and function or ideas about character co-variation.
View Article and Find Full Text PDFCladistics
October 2023
Division of Invertebrate Zoology, American Museum of Natural History, 200 Central Park West, New York, NY, 10024, USA.
The treatment of inapplicable characters has proved especially vexing to systematists. Investigators have wrestled with alternative coding scenarios to capture both the presence and absence of a feature, and its variation when present, in a reasonable manner. Three basic issues have presented themselves: (i) impossible states at internal nodes; (ii) action at a distance among disparate parts of the tree; and (iii) "secondary" (i.
View Article and Find Full Text PDFCladistics
October 2023
Universität Rostock Institut für Biowissenschaften, Allgemeine & Spezielle Zoologie, Rostock, Germany.
Morphological matrices, including the conceptualization of characters and character states and scoring thereof, still are a valuable and necessary tool for phylogenetic analyses. Although they are often seen only as numerically simplified summaries of observations for the purpose of cladistic analyses, they also hold value as collections of ideas, concepts and the current state of knowledge, conveying various hypotheses on character state identity, homology and evolutionary transformations. A common and persistent issue in scoring and analysing morphological matrices is the phenomenon of inapplicable characters ("inapplicables").
View Article and Find Full Text PDFSyst Biol
June 2023
Finnish Museum of Natural History, Pohjoinen Rautatiekatu 13, FI-00014 Helsinki, Finland.
This article proposes new Markov models for phylogenetic inference with anatomically dependent (inapplicable) morphological characters. The proposed models can explicitly model an anatomical dependency in which one or several characters are allowed to evolve only within a specific state of the hierarchically upstream character. The new models come up in two main types depending on the type of character hierarchy.
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