Filed under: Uncategorized | Tags: archeopteryx, avian foot, avian hindlimb, birds, dinosaurs, huxley, theropod hindlimb
NOTE: This post is lengthy and, as usual, I’d strongly caution against trying to scroll through it all in one sitting. I’ll try and make my future posts more navigable and less unwieldy. Credit for the Velociraptor on the front banner goes to Matt Martyniuk. Apart from the hand-drawn anatomical diagrams, none of the images reproduced below belong to me.
Part 2: Huxley and Hind Feet
I cant help but feel like a ragged and untried fisherboy trying to harpoon a marlin of tremendous proportions whenever I sit down to write one of these articles. I’m ill-equipped and inexpert, I’ll admit, but what I lack in skill I try to make up for in sheer assiduousness. A throng of dinosaur-related journal articles – digitized in luxuriant PDF format and headed with such inviting titles as “TAPHONOMY AND PALEOBIOLOGICAL IMPLICATIONS OF TENONTOSA UR US-DEINONYCHUS ASSOCIATIONS” and “THE ASYMMETRY OF THE CARPAL JOINT AND THE EVOLUTION OF WING FOLDING IN MANIRAPTORAN THEROPOD DINOSAURS” – have made their way onto my computer desktop over the course of the past few weeks. I can’t claim to have read them all but I’m getting there.
And here’s another confession: I’m not well-versed or particularly interested in the History of Science – I like my historical figures warlike and domineering and I haven’t much patience for the armchair exploits of monocled Victorian pedants (world-changing though their ideas might be). But my poor taste in historical reading (I’ve read atleast 4 separate books on Napoleon Bonaparte but I’ve scarcely read a paragraph on Newton) should not hinder my duties as a Natural history writer. I will try to provide a historical context for the problem of Bird Origins as we move along. Why, I hear you ask, is that neccessary? Well, I’ll let George Gaylord Simpson field that question:
“Actually most scientific problems are far better
understood by studying their history than their logic”
But how will I go about it? I won’t bludgeon you with a tedious catalogue of names, dates and discoveries. I’ve settled on a far less intensive approach: I’ve decided to use just one scientific paper in particular as a historical starting point for our study – a “springboard” of sorts for discussing the various pieces of evidence for the dinosaur-bird connection. The work in question is Huxley’s 1870 paper titled “Further Evidence of the Affinity between the Dinosaurian Reptiles and Birds“.
Some observations: One need only skim over the opening paragraphs of Huxley’s paper to understand how much scientific literature has changed over the last century. Most modern scientists are writers in the strictly functional sense – their principal goal, as authors, is the clear and concise communication of ideas. (Most) Professional astrophysicists do not pause mid-paragraph in their journal articles to poeticize over star formation or ramble on about the airy majesty of Supernovae. And for good reason. Rhetorical flourishes obscure your message and disrupt the logical flow of your arguments. And thus, science students in institutions worldwide are encouraged to adopt a direct and workmanlike style of writing – to excise any hint of emotion from their compositions and to avoid the pronouns ‘me’, ‘I’ and ‘my’ like the plague.*
So how does Huxley’s paper measure up? Well, four sentences in and he’s already – rather dramatically – broken all three of the (modern) “conventions” I briefly alluded to in the previous paragraph. Bizarrely, his first sentence (which ambles on for a whopping 94 words before reaching a period) builds up to a quotation from Dante’s The Divine Comedy. The introductory passages alone include 12+ incidences of the personal nouns ‘I’, ‘me’ and ‘my’. A 1600 word long personal letter from one of Huxley’s fellow anatomists, full of anatomical ramblilngs and the occasional Latin phrase (it could almost make a sci-journal article in and of itself), makes its way into the text. His work bears no hint of the of the Abstract-Intro-Methods-Results format that characterizes modern science literature. You have to hop around the text to connect his conclusions to his premises.
This should not come as a surprise. A gulf of 130 years separates me from Huxley - science writing has changed a great deal since.
It is also worth mentioning that the fossil collections Huxley was working off were sorely lacking. He writes-
”In none of these animals [the Dinosaurs] are the skull or the cervical region of the vertebral column completely known, while the sternum and the manus have not yet been obtained in any of the genera. In none has any trace of a clavicle been observed.”
Happily, we have dinosaur skulls, neck vertebrae and clavicles galore today.
But Huxley’s paper has more than just antiquarian appeal. He was one heck of a scientist. The incompleteness of the fossil record notwithstanding, he rigorously catalogued – as best as any man of his day could – the anatomical similarities between birds and dinosaurs. His observations are, by and large, still true. For this reason, his work shall be the sturdy, if somewhat timeworn, plinth upon which we will build our investigation. We shall augment and greatly expand this foundation with the knowledge of the 20th and 21st centuries as we forge ahead.
Each of the following sections will begin with an excerpt from Huxley’s paper. We will investigate the relationships and homologies between Avian and Dinosaur anatomy – organ by organ. Unless you’re some kind of glutton for punishment (I’m looking at you anatomophiles) it would be wise to skim-read the anatomical descriptions and focus primarily on the diagrams. Also, when I use the term “Theropod”, I mean non-avian Theropod. Back to top
The Hind Leg
“However this may be, there can be no doubt that the hind quarters of the Dinosauria wonderfully approached those of birds in their general structure, and, therefore, that these extinct reptiles were more closely allied to birds than any which now live.”
Huxley had little over a dozen dinosaur taxa to look to for evidence of a bird-dinosaur connection. Fortunately, we have well over 300+ valid dinosaur genera at our disposal today. Does Huxley’s – rather premature – conclusion still hold true? Let’s find out.
How do Birds figure within the scheme of Dinosaur taxonomy?
As one might expect, not all dinosaur species are equally closely related to the bird clade. The dinosaurian suborder to which the Aves belong is called “Theropoda”, which means “beast feet” (a phrase I instinctively associate with snuggly jungle-themed footwear). The term was coined just 11 years after the publication of Huxley’s paper.
The term “Theropoda” refers to a group of dinosaurs that is largely, but not exclusively, composed of carnivorous terrestrial bipeds. Amidst their ranks are such celebrated predators as Tyrannosaurus rex and Velociraptor mongolensis. In fact, pretty much all the meat-eating dinosaurs you can name off the top of your head are probably Theropods. Despite their firm anchorage in the public mind as colossal, roaring Mesozoic harbingers of doom, not all Theropods were creatures of gigantic aspect – many were scarcely larger than the average house cat.
Theropod remains usually constitute less than 20% of the fossils obtained from any given dinosaur site.
The precise evolutionary relationships between the various Theropod subgroups is a matter of some contention. Nonetheless, I will use “trees” (some pilfered from primary research papers, others salvaged from the footnotes of Wikipedia articles) repeatedly to put the various parts of theropod anatomy into some kind of phylogenetic perspective. The following diagram deals with the evolution of the Theropod foot over time (in addition to plotting out the basic structure of the Theropod family tree).
Don’t be flustered by the exotic-sounding names listed above. Only three are of any immediate import to us.
During the early 20th century, the classification “Coelurosauria” was used as sort of waste-basket for various species of fairly unrelated small Theropods. It has since been redefined to include all Theropods that are more closely related to birds than to the Allosaurs (click the link). Examples: Tyrannosaurus rex, Velociraptor mongolensis and Gallus gallus (Chicken)
Maniraptora means “Hand snatcher”. These dinosaurs had long, slender arms, pulley-like wrist bones and three fingered hands. Examples: Velociraptor mongolensis and Gallus gallus
Deinonychosauria includes all the dinosaurs that are popularly thought of as “raptors”. They brandish long, curved claws on their third toe. They are the evolutionary cousins of the Aves. Examples: Velociraptor mongolensis. Back to top
How does the Theropod foot work?
The classic Theropod foot sports three weight-bearing toes – the 2nd, 3rd and 4th digits. The first toe is small and – in many cases – raised such that it does not make contact (or makes limited contact) with the ground during normal locomotion on a hard substrate. It also diverted towards the rear in a number of Theropod groups. The fifth digit is either greatly reduced or altogether absent.
Each toe connects with a metatarsal.The metatarsal bones are a collection of long foot bones located between the skeletal elements of the toes and the bones of the hindfoot. In humans, they collectively constitute the central portion of the foot. The metatarsus of these dinosaurs is held up at an angle to the ground surface. This is one of the most striking differences between Theropod foot design and Human foot design. Our foot posture is such that the entire foot touches the ground during locomotion (plantigrade) – we share this feature with crocodiles, bears and baboons. In Theropod locomotion, however, only the digits touch the ground (digitigrade) and the ankle is held aloft.
You can simulate theropod bipedal locomotion (in a crude and innacurate sort of way) with your own legs by bending your knees and shuffling on the balls of your feet with your heels raised above the ground (avoid performing this exercise in public areas unless you want to be seen as certifiably insane – trust me, I speak from experience).
The tarsus refers to the various small bones of the ankle and the hindfoot. Theropods – and dinosaurs in general – possess a simple hinge-like ankle joint that permits motion in only one plane (that is, up-and-down motion of the foot within a vertical plane of motion). This sort of ankle joint is called a “Mesotarsal joint” and is a diagnostic feature of the group Dinosauria. Back to top
What about the bird foot?
Birds are toe-walkers too. Foot morphology is markedly less conserved among birds than among non-avian Theropods. The most general sort of Avian foot involves three forward-directed toes and a reversed first toe. Oftentimes the first toe isn’t raised or reduced – this arrangement gives many bird species the ability to perch on branches. It is seen in prehistoric bird species like Ichthyornis.
Of course, this description does not even begin to cover the sheer anatomical diversity of the avian foot – which ranges from the webbed pes of ducks to the robust two-toed feet of ostriches. This diversity reflects the astonishing range of environments and niches that birds occupy today. Theropods, on the other hand, seem to have been more or less confined to the role of ground dwelling cursorial bipeds.**
Nonetheless – the basic elements of the architecture of the foot are already in place among the Theropods. The foot of the Jurassic bird Archeopteryx and that of a Coelurosaurian dinosaur called Compsognathus bear a striking resemblance (scroll down to the end of this post to see the diagram). The first digit of the Archeopteryx foot remains raised above the ground as in earlier Theropods.
The first toe descends to the same level as the other toes and becomes fully opposable in later bird species as an adaptation for arboreality (eg. Iberomesornis and Concornis).
In birds. the various bones of the lower tarsus and the metatarsus are fused into a single skeletal unit called the “Tarsometatarsus”. The tibia and the upper tarsal bones are fused to form the “Tibiotarsus”. The various features of bird hind-limb anatomy are sketched out below.
How does the Theropod leg work?
The remainder of the leg is made up of three bones. The tibia and fibula together constitute the lower leg. They run lateral to one another. Among theropods, the Tibia is generally larger than the Fibula. The upper leg bone – or thigh bone – is called the Femur. The head of the femur fits into a socket in the pelvis.
It should be noted that Theropod hind-limbs are erect and bear only a passing semblance (structurally speaking) to the sprawling legs of modern crocodiles. Although, interestingly, crocodiles are actually capable of bouts of erect walking.
Small bony processes called “Trochanters” are found near the upper end of the femur. These are attachment sites for various hip and thigh muscles. Dinosaurs are distinguished from mammals by the presence of a fourth trochanter where the potent-sounding “Caudofemoralis longus” muscle inserts into the femur. This muscle runs from the tail (where exactly is a little uncertain) to the upper end of the thigh bone.
So why do I bring up the Caudofemoralis longus (CFL) muscle? Well, because it plays a critical role in the locomotor system of Theropods. It is the chief muscle responsible for retracting the femur during walking and running bipedal motion. Quite simply, CFL - and the muscles allied to it - form a muscular propulsive system of sorts. It is situated in the Thigh-tail region.
Most theropods possess long muscular tails to balance the frontal portion of the body and bring the center of mass to the hip region. The nose-down force created by the weight of the body after the hip joint is counterbalanced by the nose-up force generated by the weight of the tail.
Birds, on the other hand, have largely done away with this particular muscoskeletal complex. They have ‘decoupled’ the musculature of the Hindlimb from that of the tail. We shall discuss this in the next paragraph.
Well, lets review the similarities we have at hand:
- Both non-avian Theropods and Birds are digitigrade walkers – they support their weight on their toes.
- The 5th toe is reduced in all cases.***
- The hind limb bones are filled with air spaces (pneumatized would be the fancy word).
- Erect stance and gait.
- The tibia is thicker than the fibula.
And now for the changes:
1) Modern birds are knee-walkers. Knee flexion (refer to diagram) is the process that underlies foot displacement in birds. In the Guinea fowl (this shall be our model bird), the femur is held close to the body and is angled at around 35° to the horizontal.
The lower leg (tibiotarsus+fibula) does most of the moving during normal locomotion. The femur barely swivels through an angle of 5° at slow speeds. The lower leg, on the other hand, swings through angles as great as 70°. At higher speeds though, the femur does swing through larger arcs. However, birds – by and large – are anatomically incapable of bringing their knees directly underneath their hips. This is almost certainly not true of the Theropods. Refer to the diagrams if you’re not sure what I’m talking about.
The Caudofemoralis longus is greatly reduced or absent amongst modern bird species. It is used primarily for respiration and plays a very minor role in the avian locomotor system. The tail and the hindlimb are, in effect, decoupled with respect to the locomotory process.
As stated earlier, Theropod locomotion is more heavily predicated on the movement of the femur (about the hip) and on the activity of the CLF (a tail to femur muscle).
So how does one move from hip-based walking to knee-based walking?
This transformation appears to be intimately related with one major evolutionary trend: The reduction of the tail. As one moves closer towards modern Aves (Theropoda –> Coelurosauria –> Maniraptora–> Early birds –> Modern birds), a decrease in tail size and the number of tail vertebrae is perceptible. In all modern birds, the tail vertebrae are fused into a single stumpy mass called the pygostyle. This reduction in tail diameter and length causes the center of gravity to shift forward.
As obligate bipeds, both birds and tyrannosaurs must have their center of gravity fall between their feet. As I’ve related in the paragraphs above, tyrannosaurs solve this problem with their hefty stabilizing tails. But what of modern birds? Their solution: limb reorientation. The femur assumed a sub horizontal orientation close to the body (it is usually hidden from external view) and the tibia grew in length. This positioned the feet further forward underneath the center of mass. Thus, the hip-based motion of the earlier Theropods transitioned into the knee-driven motion of modern Aves to deal with the myriad balance issues that accompanied tail loss. Knee walking allows Birds to move on two legs without pitching nose-downward. Without the need for powerful femoral retractions, the CLF diminished in size and the fourth trochanter disappeared (among the maniraptoran theropods anyway). The flexor muscles of the knee, on the other hand, grew in size.
In an interesting evolutionary parallel, the pterosaurs – a group of distantly related flying reptiles – also lost the 4th trochanter.
2) The tibia, fibula and metatarsals lengthened considerably over the course of Theropod evolution. This is generally associated with increasing speed. This is especially true of the forms leading up to modern birds. The lower leg is longer than the thigh (refer to diagram) among living aves.
As for some less interesting changes: The beginnings of the tarsometatarsus (fused metatarsals+ lower tarsals) appear during the mid-Cretaceous in forms like Iberomesornis. The fused tibiotarsus is primarily seen in birds of modern aspect (Neornithes).
The earliest Coelurosaurs possessed long, narrow metatarsals. In some groups (notably the Tyrannosaurs and a group of bird-relatives that I referred to in the first post – the Troodontids) a cursorial (running) adaptation called the arctometatarsus evolved. Here the third metatarsal was slender and “pinched” by the flanking metatarsals. The third toe is ordinarily the first digit to make contact with the ground during locomotion. When it does, the arcometatarsus acts as a shock-absorber of sorts, preventing stress-related injuries to the foot.
The similarities between the Hindlimbs of Archeopteryx and Compsognathus are elucidated below:
- Three weight-bearing toes and one toe directed towards the rear
- The presence of a hinge-like ankle joint (mesotarsal joint)
- Vertical orientation of the hind limbs
However, Archeopteryx is not a ‘modern’ bird by any stretch. Its hind leg is primitive and relatively unspecialized compared to most of its successors.
3) Further similarities and changes in foot design have been discussed under the heading “How does the Theropod foot work?” and “What about the avian foot?”
The scene is set, but the Theropod hind limb has a some distance to go before it can be called a “bird leg”. The development of the tibiotarsus and tarsometatarsus (which developed much later) still haven’t been discussed in much detail. I will cover it in further posts on Bird evolution (not in this series though). However, we have covered some of the major functional changes in hind-limb anatomy – and I‘m content with that.
I’ll end with this fabulous piece of vintage science writing from Mr. Huxley‘s paper:
“And if the whole hind quarters, from the ilium to the toes, of a half-hatched chicken could be suddenly enlarged, ossified, and fossilized as they are, they would furnish us with the last step of the transition between Birds and Reptiles; for there would be nothing in their characters to prevent us from referring them to the Dinosauria.” Back to top
*Or sparingly at the very most.
** I came across this post at tetrapod zoology that might throw some water on that idea.
***There are some exceptions to this statement. Off the top of my head, I think the 5th digit is modified into a defensive spur in Chicken.
It might also be worthwile referencing a paper by Stephen M. Gatesy titled “Caudofemoral musculature and the evolution of theropod locomotion” which was the source for much of the “Theropod leg to Avian leg” section.