Deep-Sea Research I 73 (2013) 99–116
Contents lists available at SciVerse ScienceDirect
Deep-Sea Research I
journal homepage: www.elsevier.com/locate/dsri
Phylogenetic position of Antarctic Scalpelliformes
(Crustacea: Cirripedia: Thoracica)
Katrin Linse a,n, Jennifer A. Jackson a, Elaine Fitzcharles a, Chester J. Sands a, John S. Buckeridge b
a
b
British Antarctic Survey, Natural Environmental Research Council, High Cross, Madingley Road, Cambridge CB3 0ET, UK
RMIT University, Melbourne, VIC 3001, Australia
a r t i c l e i n f o
abstract
Article history:
Received 16 May 2012
Received in revised form
15 November 2012
Accepted 17 November 2012
Available online 24 November 2012
The phylogenetic relationships of seven Antarctic barnacle species, one verrucomorph and six
scalpelliforms from the Scotia, Weddell and Ross seas were investigated using DNA sequences
from two nuclear genes (18 S and 28 S) and one mitochondrial gene (COI), with a combined total
length of 3,151 base pairs. Analyses of these new sequences, together with those of previously
published ibliform, lepadiform, scalpelliform, balanomorph and verrucomorph species, confirm that
the Scalpelliformes are not monophyletic. Bayesian and maximum likelihood analyses consistently
recovered a monophyletic group which comprised Ornatoscalpellum stroemii (Sars) and the Southern
Ocean scalpellomorphs; Arcoscalpellum sp. from the Weddell Sea, Arcoscalpellum africanum from
Elephant Island, A. bouveti from Bouvet Island, the circum-Antarctic Litoscalpellum discoveryi,
Litoscalpellum sp. from Shag Rocks and Scalpellum sp. from the Falkland Trough. We also used multiple
fossil constraints in a relaxed clock Bayesian framework to estimate divergence times for the 18 Sþ 28 S
phylogeny. Our results indicate a mid Cretaceous divergence for the Weddell Sea Arcoscalpellum sp,
followed by a late Cretaceous divergence from the North Atlantic O. stroemii. Subsequent to this, the
Antarctic scalpellomorphs began to radiate at the Cretaceous-Tertiary boundary. Monophyly within
the scalpellid genera Arcoscalpellum, Litoscalpellum and Scalpellum was strongly rejected by all loci.
Our results show incongruence between taxonomy and molecular systematics and highlight the
need for more species to be sequenced as well as taxonomic revisions to resolve uncertainties in the
phylogenetic relationships of the stalked barnacles.
Crown Copyright & 2012 Published by Elsevier Ltd. All rights reserved.
Keywords:
Cirripedia
Scalpellidae
Barcoding
28S
18S
CO1
Scotia Sea
1. Introduction
Barnacles (Crustacea: Cirripedia) have been of interest to
scientists since Darwin’s monographs (1851–1855) (Darwin
1852, 1855). Based on fossil, morphological and molecular datasets several hypotheses for the evolution of Cirripedia have been
proposed (e.g. Newman, 1987, 1996; Anderson, 1994, Glenner
et al., 1995; Pérez-Losada et al., 2002, 2004, 2008; Buckeridge and
Newman, 2006; Glenner and Hebsgaard, 2006). Today over 1000
species are known, belonging to three superorders, the burrowing
barnacles, Acrothoracica (Gruvel, 1905), the parasitic Rhizocephala
(Müller, 1962 and the stalked or non-pedunculate Thoracica
(Darwin, 1854) (Newman, 1996). The Thoracica are the most
diverse with 700 species (Spears et al., 2007). They comprise
four recent orders: Ibliformes, Lepadiformes, Scalpelliformes and
Sessilia (Buckeridge and Newman, 2006) and have a long fossil
record going back to the Cambrian (e.g. Newman et al., 1969;
n
Corresponding author. Tel.: þ44 0 1223 221631; fax: þ 44 0 1223 221597.
E-mail address: kl@bas.ac.uk (K. Linse).
Buckeridge and Newman, 2006). The two most current phylogenetic
studies of the Thoracica, one based on morphology and fossil data
(Buckeridge and Newman, 2006), the other based on three genes
(18 S, 28 S and H3) and morphological data (Pérez-Losada et al.,
2008), named the order Ibliformes to be the most primitive of the
orders. But this is where systematic agreement ends within the
Thoracica. While Buckeridge and Newman (2006) erected the new
orders Ibliformes, Scalpelliformes and Lepadiformes (including the
Heteralepadomorpha in the latter), Pérez-Losada et al. (2008) retain
the suborders Iblomorpha, Scalpellomorpha, Lepadomorpha and
Heteralepadomorpha in their analysis. The phylogenetic trees
based on molecular data indicate non-monophyletic status for the
suborders Scalpellomorpha (Scalpelliformes) and Verrucomorpha
(Sessilia) (Pérez-Losada et al., 2008). These divergences in the
taxonomic nomenclature require further studies to clarify the
systematic relationships within the Thoracica and to elucidate their
evolutionary history.
Within the Thoracica, the ancestral forms are heteralepadomorphs,
stalked or pedunculate barnacles, with recent species living epizoic
on brachyurans. Pedunculate barnacles of the Lepadiformes
and Scalpellomorpha are recorded to live attached to floating
0967-0637/$ - see front matter Crown Copyright & 2012 Published by Elsevier Ltd. All rights reserved.
http://dx.doi.org/10.1016/j.dsr.2012.11.006
100
K. Linse et al. / Deep-Sea Research I 73 (2013) 99–116
objects like wood, ship hulls or plastic debris or epizoic on whales,
seals, seaspiders or octocorals (e.g. Foster, 1987; Barnes et al.,
2004). The pedunculate barnacles occur worldwide but are not as
abundant or well-known as their non-pedunculate relatives. The
more recently evolved acorn barnacles are one of the most
successful and abundant animal groups as they have colonised
the world’s oceans from the deep sea to the shores, where they
often dominate the intertidal fauna (e.g. Newman, 1982; Foster,
1987). An exception to this distributional success is the Southern
Ocean, defined as the waters within the Polar Front (Clarke and
Johnston, 2003), and the coastline of Antarctica. Representatives
from the Sessilia are rarely found in the Antarctic shallow waters
and the only extant acorn species, Bathylasma corolliforme from
the Bathylasmatidae, is known from the shallow near-shore to the
upper slope (20–1500 m) (Newman and Ross, 1971, Dayton et al.,
1982). Dayton et al. (1982) and Foster (1989) discovered planktonic larvae of this species in vertical hauls in the upper water
column of the Ross Sea and Scheltema et al., 2010 reported
nauplii in oblique plankton tows to around 150 m off the
Antarctic Peninsula.
Fossil records of shallow-water balanomorph barnacles exist
from the rich Eocene La Meseta Formation on Seymour Island in
the western Weddell Sea (Zullo et al., 1988). Another Eocene
record is Austrobalanus antarcticus, described from erratic rocks
from the Mount Discovery area, Ross Sea (Buckeridge, 2000).
Buckeridge (2000) inferred that A. antarcticus most likely lived in
shallow, warm water conditions. Pedunculate Antarctic cirripede
fossils comprise the Aptian Cretiscalpellum aptiensis and Pycnolepas articulata (Taylor, 1965; Collins, 1980), the Late Cretaceous
and Palaeocene Cretiscalpellum praescientis from James Ross Basin,
(Feldmann et al., 1993) and the Upper Pliocene Fosterella hennigi
from Cockburn Island (Jonkers, 1998). From the fossil record to
the present, more stalked than acorn barnacles are identified from
Antarctica (Newman and Ross, 1971).
Descriptive work on Southern Ocean cirripedes started with
Darwin (1851) but the major taxonomic and biogeographic
studies on the Antarctic fauna were done by Hoek (1883), Gruvel
(1906, 1907a, 1907b), Nilsson-Cantell (1939), Newman and Ross
(1971) and especially Zevina (e.g. 1974, 1975, 1978, 1990, 1993).
Recently Young (2002) revised and redescribed the Scalpellidae
studied by Gruvel including the Antarctic species collected during
Gauss and Discovery expeditions. Ecological studies on Southern
Ocean scalpellids are rare and mostly describe the epizoic
relationship between the stalked barnacle and their carrier
(Barnes et al., 2004; Setsaas and Bester, 2006; Reisinger et al.
2010). Prior to this study, one balanomorph (B. corolliforme), one
verrucomorph (Verruca gibbosa), two lepadiforms (Conchoderma
auritum, Lepas australis) and 31 scalpelliforms were the only
extant thoracicans known from the Southern Ocean.
In this study, we morphologically identify verrucomorph and
scalpelliform barnacles from the Southern Ocean and use molecular tools to examine their phylogenetic position within the
Thoracica and combine these with fossil constraints to estimate
the divergence times of these taxa in the Southern Ocean. In this
regard, we have analysed partial sequences of the ribosomal
genes 18 S and 28 S rDNA as well as of the mitochondrial
‘barcoding’ gene Cytochrome c oxidase sub-unit 1 (COI) to
reconstruct the phylogeny and historical divergence times of the
Southern Ocean thoracicans.
2. Material and methods
2.1. Specimen collection
Thirty scalpelliforms and two verrucomorph specimens were
collected by Agassiz trawl during ANDEEP II & III, BENDEX and
BIOPEARL I research cruises in the Scotia and northern Weddell
seas and at Bouvet Island from March 2002 to April 2006 (Table 1,
Fig. 1). When specimens were found as epibionts on other fauna,
that taxon was recorded. The specimens were preserved in 96%
ethanol for DNA extraction and stored in the marine collection of
Table 1
Station locations and vial identification numbers. Abbreviations: BI – Bouvet Island, EI – Elephant Island, FT – Falkland Trough, LI – Livingston Island, N – Number of
specimens, PB – Powell Basin, RS – Ross Sea, SR – Shag Rocks, SSI – South Sandwich Islands, WS – Weddell Sea.
Taxon
Verrucidae
Altiverruca sp.
Scalpellidae
Arcoscalpellum africanum
Arcoscalpellum bouveti
Arcoscalpellum sp.
Litoscalpellum discoveryi
Litoscalpellum sp.
Scalpellum sp.
Vial ID
N
Location
Station
Latitude
(S)
Longitude
05-622
2
PB
PS67/121-7
631 34.920
06-436
06-441
03-064
03-073
05-711
02-353-1
02-353-2-1
02-365-1
06-198
06-206
NIWA 28464
NIWA 28466
NIWA 28468
NIWA 28469
NIWA 28471
NIWA 28474
NIWA 28476
NIWA 28478
NIWA 28480
NIWA 28482
NIWA 28484
06-874
06-034
06-126
3
5
2
1
3
2
1
2
1
1
1
3
1
1
1
1
1
1
1
2
1
6
1
2
EI
EI
BI
BI
WS
SSI
SSI
SSI
LI
LI
RS
RS
RS
RS
RS
RS
RS
RS
RS
RS
RS
SR
FT
FT
EI-AGT-2
EI-AGT-2
PS65/29-1
PS65/29-1
PS67/102-11
PS65/140-7
PS65/140-7
PS65/141-9
LI-AGT-4
LI-AGT-4
TAN0402/26
TAN0402/186
TAN0402/26
TAN0402/91
TAN0402/197
TAN0402/65
TAN0402/186
TAN0402/19
TAN0402/67
TAN0402/101
TAN0402/140
SR-AGT-4
FT-AGT-1b
FT-AGT-1b
611 34.52
611 34.520
541 31,590
541 31,590
651 35.400
581 15.110
581 15.110
581 25.680
621 31.500
621 31.500
711 46.410
711 30.430
711 46.410
721 16.360
711 37.140
721 20.060
711 30.430
711 44.060
721 19.150
711 12.040
721 01.480
531 37.780
5410 18.870
5410 18.870
0
Depth
(m)
Date
Epibiont
on
0501 41.970 W
2616-2617
14.03.2005
polychaete tube
0551 15.38 W
0551 15.380 W
0031 13,050 E
0031 13,050 E
0361 29.000 W
0241 52.600 W
0241 52.600 W
0251 01.470 W
0611 49.640 W
0611 49.640 W
1701 59.550 E
1711 25.300 E
1701 59.550 E
1711 26.560 E
1701 51.590 E
170130.020 E
1711 25.300 E
1711 44.000 E
1701 28.300 E
1701 56.260 E
1701 46.280 E
0401 54.140 W
0561 40.750 W
0561 40.750 W
990-976
990-976
376-364
376-364
4794-4797
2962-2940
2962-2940
2314-2331
192-190
192-190
230-219
390-389
230-219
414-409
198-211
328-318
390-389
429-454
272-286
565-571
231-240
226-224
292-289
292-289
12.03.2006
12.03.2006
25.11.2003
25.11.2003
06.03.2005
21.03.2002
21.03.2002
23.03.2002
04.03.2006
04.03.2006
09.02.2004
27.02.2004
09.02.2004
14.02.2004
28.02.2004
13.02.2004
27.02.2004
05.02.2004
13.02.2004
18.02.2004
26.02.2004
05.04.2006
27.02.2006
27.02.2006
cidaroid spine
cidaroid spine
polychaete tube
octocoral
0
C. megalonyx
C. tortipalpis
C. tortipalpis
C. australis
N. australe
A. carolinensis
N. australe
D. australis
P. vanhoffeni
P. rhinoceros
C. notialis
P. vanhoffeni
P. patagonica
P. patagonica
octocoral
soft coral
101
K. Linse et al. / Deep-Sea Research I 73 (2013) 99–116
Table 2
Individual codes and GenBank accession numbers. Underlined are accession numbers downloaded from GenBank for this study.
Taxon
Specimen ID
18S
Gen
28S
Thoracica
Sessilia
Verrucomorpha
Neoverrucidae
Neoverruca brachylepadoformis
Neoverruca sp.
Neoverruca sp.
Verrucidae
Verruca spengleri
Verruca stroemia
Altiverruca sp.
Altiverruca sp.
Verruca laevigata
Metaverruca recta
Rostratoverruca sp.
Rostratoverruca krugeri
Balanomorpha
Balanoidea
Austromegabalanus psittacus
Balanus balanus
Balanus perforatus
Balanus glandula
Balanus glandula
Balanus crenatus
Balanus eburneus
Balanus nubilis
Elminius kingie
Austrominius modestus
Megabalanus californicus
Megabalanus californicus
Megabalanus tintinnabulum
Megabalanus spinosus
Megabalanus stultus
Menesiniella Aquila
Tamiosoma Aquila
Semibalanus balanoides
Semibalanus balanoides
Semibalanus balanoides
Semibalanus balanoides
Semibalanus cariosus
Wanella milleporae
Armatobalanus allium
Ceratoconcha domingensis
Cantellius pallidus
Megatrema anglicum
Creusia indica
Hiroa stubbingsi
Darwiniella conjugatum
Pyrgoma cancellata
Savignium crenatum
Pyrgopsella youngi
Trevathana dentate
Neotrevathana elongatum
Hoekia sp.
Nobia grandus
Chthamaloidea
Chthamalus bisinuatus
Chthamalus montagui
Chthamalus challengeri
Chthamalus stellatus
Chthamalus fragilis
Chamaesipho tasmanica
Catomerus polymerus
Jehlius cirratus
Notochthamalus scabrosus
Coronuloidea
Chelonibia patula
Tetraclitoidea
Tetraclita japonica
Tetraclita japonica
Tetraclita squamosa
Tetraclitella divisa
Tetraclitella purpurascens
EU082398
EU082397
EU082396
05-622-2
AF022230
AY520649
EU489856
EU082381
EU082377
EU082378
EU082379
EU082380
AY520634
AY520628
AY520629
AF201663
AY520625
AY520624
BLNERRNAA
AF201665
AY520636
AY520635
AY520632
AY520631
AY520633
AM497924
AY520630
AF201664
EU370426
AY520626
AM497882
DQ777622
AY520627
AM497906
AM497876
AM497885
AM497879
AM497888
AM497891
AM497894
AM497900
AM497903
AM497909
AM497918
AM497912
AM497915
AM497921
AM497897
CO1
EU082317
EU082316
EU082315
AY520615
EU439973
EU082300
EU082296
EU082297
EU082298
EU082299
AY520600
AY520594
AY520595
AY520591
AY520590
AY520602
AY520601
AY859588
AY520598
AY520597
AY520599
AY520596
EU370440
AY520592
AY520593
AY520644
AY520642
AY520643
AY520641
CMHERRNAA
AY520647
AY520648
AY520645
AY520646
AY520610
AY520608
AY520609
AY520607
CBIERRNAA
EU083395
AY520640
DQ531768
AY520639
AY520637
AY520638
AY520606
AY520613
AY520614
AY520611
AY520612
AY529695
AY520603
AY520604
102
K. Linse et al. / Deep-Sea Research I 73 (2013) 99–116
Table 2 (continued )
Taxon
Specimen ID
Pedunculata
Scalpelliformes
Scalpellidae
Arcoscalpellum africanum
Arcoscalpellum bouveti
Arcoscalpellum sp.
Calantica villosa
Calantica spinosa
Capitullum mitella
Litoscalpellum discoveryi
Litoscalpellum regina
Litoscalpellum sp.
Ornatoscalpellum stroemi
Scalpellum scalpellum
Scalpellum sp.
Trianguloscalpellum regium
Calanticidae
Calantica sp.
Calantica spinosa
Calantica villosa
Smilium peronii
Eolepadidae
Ashinkailepas seepiophila
Leucolepas longa
Neolepas rapanuii
Neolepas zevinae
Volcanolepas sp.
Volcanolepas osheai
Lithotryidae
Lithotrya sp.
Lithotrya valentiana
Pollicipedidae
Capitulum mitella
Pollicipes polymerus
Pollicipes pollicipes
Pollicipes pollicipes
Lepadiformes
Lepadidae
Conchoderma virgatum
Conchoderma auritum
Lepas anatifera
Lepas anserifera
Lepas australis
06-436-3
06-441-1
06-441-2
06-441-3
06-441-4
06-441-5
03-064-2
03-073-1
05-711-1
05-711-3
18S
EU489861
EU489862
EU489863
EU489864
EU489855
EU489857
EU489858
L26513
Gen
28S
CO1
EU489831
EU489832
EU489833
EU489834
EU489835
EU414499
EU414500
EU414501
EU414502
EU414503
EU414504
EU489826
EU489827
EU489828
EU489829
EU414494
EU414495
AY428047
02-353-1-1
02-353-1-2
02-353-2-1
02-365-1-1
02-365-1-2
06-206-1
NIWA 28464
NIWA 28466-1
NIWA 28466-2
NIWA 28466-3
NIWA 28468
NIWA 28471
NIWA 28474
NIWA 28476
NIWA 28478
NIWA 28480
NIWA 28482-1
NIWA 28482-2
NIWA 28484
06-874-1
06-874-2
06-874-3
06-874-4
06-874-5
06-874-6
06-034-1
06-126-1
AY520652
EU489852
EU489853
EU489854
AY520618
EU489823
EU489824
EU489825
EU489879
EU489871
EU489842
EU489872
EU489873
EU489843
EU489844
EU489874
EU489875
EU489845
EU489846
EU489847
EU489848
EU489849
EU489850
EU489851
EU489876
EU489877
EU489878
AY520653
EU489865
EU489866
EU489867
EU489868
EU489869
EU489870
EU082387
EU082388
EU489859
EU489860
EU082389
AY520619
EU489836
EU489837
EU489838
EU489839
EU489840
EU489841
EU082307
EU082308
EU489830
EU082309
EU082385
EU082384
CTIERRNAA
EU082386
EU082304
EU082303
EU082395
EU082382
EU082390
EU082391
EU082393
EU082394
EU082314
EU082311
EU082309
EU082310
EU082312
EU082313
EU082383
EU082382
EU082302
EU082301
AY520652
AY520651
EU370427
AY520650
AY520618
AY520617
EU370441
AY520616
EU082402
EU082401
L26516
EU082404
EU082405
EU082321
EU082320
EU082305
EU082323
EU082324
EU414490
EU414491
EU414492
EU414493
EU414498
EU414511
EU41412
EU414513
EU414514
EU414515
EU414516
EU414517
EU414518
EU414519
EU414505
EU414506
EU414507
EU414508
EU414509
EU414510
EU414496
EU414497
103
K. Linse et al. / Deep-Sea Research I 73 (2013) 99–116
Table 2 (continued )
Taxon
Specimen ID
18S
Gen
28S
Lepas testudinata
Lepas pectinata
Oxynaspididae
Oxynaspis celata
Poecilasmatidae
Megalasma striatum
Octolasmis sp.
Octolasmis cor
Octolasmis warwickii
Octolasmis lowei
Poecilasma inaequilaterale
Poecilasma kaempferi
Heteralepadidae
Paralepas dannevigi
Heteralepadomorpha sp.
Ibliformes
Iblidae
Ibla cumingi
Ibla quadrivalvia
Rhizocephala
Peltogastridae
Peltogasterella sulcata
Sacculinidae
Sacculina carcini
the British Antarctic Survey. Fourteen scalpelliform specimens
attached to pycnogonids were collected during TAN0402 in the
Ross Sea in February 2004 (Table 1, Fig. 1A). The specimens were
preserved in 96% ethanol and stored in the marine collection of
the New Zealand National Institute of Water and Atmospheric
Research (NIWA), Wellington. Species were identified using the
identification keys for Antarctic Cirripedia by Newman and Ross
(1971) and morphological species descriptions therein. In combination with these samples, DNA sequences (18 S, 28 S and CO1) of
scalpelliform, verrucomorph (sessilian), lepadomorph, heterolepadomorph, balanomorph and ibliform (outgroup) species were
obtained from GenBank (www.ncbi.nlm.nih.gov) and included in
the analysis.
2.2. DNA extraction, PCR amplification and DNA sequencing
Genomic DNA was isolated from muscle tissue of the peduncle. DNA was extracted with the DNeasy Tissue Extraction Kit
(Qiagen, Crawley, West Sussex, United Kingdom) as directed by
the manufacturer.
PCR amplifications were performed in 40 mL volumes containing final concentrations of 1x PCR buffer (Bioline), 5% bovine
serum albumin 10 mg/mL (Sigma), 200 mM each dNTP, 0.5 mM
each primer (CO1: LCO 1490 and HCO 2198 (Folmer et al., 1994),
18 S: SSU 1F and SSU 82R (Medlin et al., 1988), 28 S: LSU 5 and
LSU 3 (Littlewood, 1994)), 0.5 units of Taq DNA Polymerase
(Bioline), and 1 mL template DNA. Magnesium chloride concentrations varied for each gene region: 18 S, 3 mM; 28 S, 3.5 mM and
CO1, 2 mM.
Cycling conditions were at 94 1C for 2 min followed by 35
cycles of 94 1C for 1 min, 60 1C (18 S) or 45 1C (28 S and CO1) for
30 sec (annealing temperatures) and 72 1C for 1 min. This was
followed by a 4 min extension at 72 1C. In order to sequence the
entire 18 S gene the primer SSU 22F (Dorris et al., 2002) was used
as an internal sequencing primer. Sequencing was carried out at
Macrogen Inc (Seoul, Korea). The sequences were proofread in
CodonCode Aligner Version 1.6.3 (CodonCode Coporation 2006).
EU082406
EU082403
EU082325
EU082322
EU082412
EU082331
EU082411
EU082408
EU082407
EU082330
EU082327
EU082326
EU082328
OCLERRNAA
AY520654
EU082410
AY520620
EU082329
EU082399
EU082400
EU082318
EU082319
EU89493
AY52065
EU082332
AY520621
EU082336
DQ826572
AY520622
AY520656
CO1
Coding genes were checked for open reading frames and blast
searched (tblastx) to assess gene homology.
2.3. Datasets
Four datasets were constructed. In order to resolve the phylogenetic relationships among the Antarctic scalpellomorphs and verrucomorph, and to assess congruence among independent loci,
individual datasets of 18 S (1630 bp, 128 sequences) and 28 S
(865 bp, 87 sequences) were constructed, which included multiple
non-Antarctic representatives within the wider Thoracica and two
rhizocephalan outgroups (Peltogasterella sulcata and Sacculina carcini). We also constructed a CO1 dataset (657 bp, 32 sequences),
including two non Antarctic species (sessilian Megatrema anglicum
FJ71301 and pedunculate Pollicipes mitella AY51402) in order to
assess the phylogenetic relationships among the Southern Ocean
taxa. After initial exploration of the data we eventually chose a very
limited outgroup set in this case, as (1) taxonomic representation
across closely related thoracican groups is currently limited for CO1,
and (2) as a rapidly evolving mitochondrial gene this CO1 dataset is
unlikely to be informative regarding deeper (pre-Tertiary) divergences in the thoracican tree due to sequence saturation, i.e., the
cumulative occurrence of reverse and homoplasious mutations
along branches stemming from deep nodes in the tree. Such
mutations generate ‘noise’, i.e. DNA sequence variation which is
not phylogenetically informative (although it may look as if it is) and
so can bias estimates of branch lengths at deeper nodes in the tree.
In order to estimate the phylogenetic position and timing of
divergence of Antarctic scalpellomorphs and verrucomorph within
the Thoracia, a combined 18 Sþ28 S dataset (80 sequences, 2494
aligned bp) was also constructed. Initial alignments of rDNA datasets
were performed using Clustal X with default parameter settings
(Larkin et al., 2007). All alignments were then manually adjusted by
eye using Se-Al v2.0a11 (Rambaut 2007). Ambiguous regions of the
rDNA alignments were excluded from the final datasets; for 18 S
and 28 S this represented an aligned total of 173 and 311 bp
respectively. The CO1 dataset was aligned by eye with the aid of
DNA-protein translation in Se-Al. Unless otherwise indicated, all
104
K. Linse et al. / Deep-Sea Research I 73 (2013) 99–116
Fig. 1. Map of the collection sites. A. Antarctica, B. detailed view of Scotia Sea. Abbreviations: black line (A.) black dotted line (B.) – Polar Front, BI – Bouvet Island,
EI – Elephant Island, FT – Falkland Trough, LI – Livingston Island, PB- Powell Basin, SR – Shag Rocks, SSI – South Sandwich Islands, RS – Ross Sea, WS – Weddell Sea.
datasets were subject to all phylogenetic analyses detailed in the
following section.
2.4. Phylogenetic analysis
All datasets were analysed using jModelTest 0.1.1 (Posada
1998; Guindon and Gascuel 2003) in order to determine the best
fitting evolutionary model for that locus. The best fitting model
was chosen according to taxon- and variable-sites-corrected
Akaike Information Criterion (AICc) scores (Supplementary
Table 1). We also performed a w2 test for base composition
stationarity in PAUP 4b10 for each gene and for each codon
position of the CO1 dataset. Maximum likelihood (ML) bootstrapping (100 resamples) of each locus and the combined
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K. Linse et al. / Deep-Sea Research I 73 (2013) 99–116
18 Sþ28 S loci was performed using GARLI (Zwickl 2006) for 18 S
and 28 S loci, implementing the jModelTest-specified evolutionary model. Two replicate likelihood analyses were performed for
each bootstrap resampling event (i.e. two analyses of the same
dataset). The replicate with the best likelihood score was then
included in the overall bootstrap summary of percentage support
for each clade. Each bootstrap resample was initiated with a
stepwise addition tree and was terminated when an improved
tree topology was not found after 70,000 generations of searching. An additional maximum likelihood analysis was carried out
for each locus using topological constraints in order to estimate
likelihood support for a monophyletic scalpellomorph clade.
Constraint trees were constructed in MACCLADE and the maximum likelihood analysis was performed as described above in
GARLI with ten replicate analyses, and the best tree chosen from
among these replicates. To see if the constrained topology is a
significantly worse fit to the data than the unconstrained (ML)
tree, the Shimodaira-Hasegawa (SH) test (Shimodaira and
Hasegawa, 1999) was applied to the maximum likelihood constrained and unconstrained trees in PAUP, using the resampling
estimated log-likelihood method (Kishino et al. 1990). In order to
assess phylogenetic congruence between the 18 S and 28 S loci,
crossed SH tests were also performed, to test whether the 18 S ML
topology was a significantly worse fit to the 28 S dataset than the
28 S ML topology, and vice versa. Constraint trees were constructed
using maximum likelihood analysis in GARLI with ten replicate
analyses as described above. SH testing was then performed on the
constrained and unconstrained trees in PAUP.
Bayesian analyses were conducted in Mr Bayes v3.1.2 (Huelsenbeck and Ronquist, 2001; Ronquist and Huelsenbeck, 2003).
For 18 S and 28 S we implemented a 6 parameter model
(GTRþIþG), with two replicate runs each, sampling every 1000
generations. The 18 Sþ28 S dataset was partitioned by gene, with
separate GTRþI þG parameters and branch lengths estimated for
each partition. The CO1 dataset strongly rejected base compositional heterogeneity at the first and third codon positions
(w2 ¼835, p 40.01), and nearly every site at the third codon
position was parsimony informative (217/219 sites), suggesting
substantial saturation as well as potentially erroneous phylogenetic signal due to the highly heterogeneous base composition
(G ¼10%, C ¼14%, T ¼34%, A¼42%). We therefore estimated the
Bayesian CO1 phylogeny in four different ways: (1) evolutionary
rate parameters estimated separately (‘partitioned’) for codon
positions (1þ2) and 3 (each partition GTRþI þG), in order that
the phylogenetic signal from the highly variable 3rd codon
positions is weighted equally with the less variable 1st and 2nd
codons (Shapiro et al., 2006); (2) removal of the 3rd codon
partition; (3) translating 3rd codon position DNA into purines (A
and G ¼R) and pyrimidines (C and T¼Y; ‘RY’ coding); (4) ‘RY’
coding of 1st and 3rd codons. All analyses were run for 10–20
million generations, and the initial 10% of each analysis was
discarded as burn-in. Convergence was assessed using TRACER
v1.5 (Rambaut 2007) and all split frequencies were observed to
be o0.01 before analyses were terminated.
We also conducted phylogenetic reconstruction using a
Bayesian ‘species tree’ approach as implemented in nBEAST
(Heled and Drummond, 2010). This approach directly models
intra-species polymorphism and incomplete lineage sorting in
the 18 S and 28 S gene trees and embeds these trees within a
shared species tree, accounting also for effective population size
of extant and ancestral species. This analysis was conducted to
investigate whether the species tree approach yielded results
similar to the concatenated tree obtained using 18 S and 28 S,
since SH testing of the two datasets indicated conflict between
them in terms of best fitting topologies. Constant past population sizes were assumed for both topologies and the birth-death
model of speciation was imposed. The analysis was run for 100
million generations and monitored in TRACER in order that all
parameters fully converged. Evolutionary rate parameters were
estimated independently for each gene as implemented for the
Bayesian concatenated analysis.
Divergence time analysis of the 18 Sþ28 S Thoracica dataset
was carried out using BEAST v1.6.1 (Drummond and Rambaut
2007), using a 6 parameter model run for 50 million generations
(10% burnin) and partitioned by gene so that GTRþGþ I and
branch lengths were estimated separately for each gene. The
Bayesian phylogeny for this dataset was used as the initial tree
topology in BEAST and a birth-death model was used to parameterise the branch splitting rates. Fossil constraints were
imposed on the nodes listed in Table 3, numbered following
Pérez-Losada et al. (2008) and distributed as exponential priors,
with the lower bound implemented as the lower end of the epoch
containing the first fossil occurrence. The size of the exponential
distribution varied, with a large range imposed on the C1 node
(size¼60) to incorporate uncertainty in the split date at the base
of the tree. A prior size of 25 was imposed on all other nodes.
Numbered nodes C2-C13 matched those of Pérez-Losada et al.
(2008) both in terms of location and age. We also added one
further constraint; C14 (Austrobalanus antarcticus as first occurrence of the Austrobalanidae in the Middle Eocene, Buckeridge
and Newman, 2010). For node C1 (representing the split of
Iblomorpha from other thoracicans), we implemented the
constraint of Pérez-Losada et al. (2008) and used the Upper
Carboniferous Praelepas jaworskii (Newman et al., 1969) as the
earliest constraint on the node (minimum age 306.5 MYA). We also
explored an alternate scenario for C1 based on the first occurrence of
the thoracican Cyprilepas holmi in the Upper Silurian at 420–445
MYA (Wills, 1962). In this scenario we constrained the node C1 to a
minimum age of 420 MYA to explore the possibility that Cyprilepas is
a crown rather than stem group thoracican.
The root height of the tree (divergence of thoracicans from
rhizocephalans) was uniformly distributed from 450–635 MYA (lower
Table 3
Fossils used to constrain the Thoracican phylogeny. Nodes are numbered after Pérez-Losada et al. (2008). ‘Min’ refers to minimum age of occurrence. In these cases,
constraint date is taken from the most recent end of the range.
Species
Age of first appearance
Reference
Praelepas jaworskii
Cyprilepas holmi
Scillaelepas ginginensis
Verruca tasmanica
Metaverruca recta
Tetraclitella judiciae
Palaeobalanus lindsayi
Austromegabalanus victoriensis
Austrobalanus antarcticus
U. Carboniferous (Pennsylvanian)
U. Silurian (Pridoll)
U. Cretaceous (Santonian)
U. Cretaceous (Santonian-Campanian)
L.Miocene (Aquitanian)
L.Miocene (Aquitanian)
M. Eocene
M-L. Miocene
M. Eocene
Newman et
Wills, 1962
Buckeridge,
Buckeridge,
Buckeridge,
Buckeridge,
Buckeridge,
Buckeridge,
Buckeridge,
al., 1969
1983
1983
1983
1983; Buckeridge, 2008
1983
1983
1983; Buckeridge and Newman, 2010
Node
Lower boundary constraint
C1
C1 (rev)
C2
C7
C8
C11
C12
C13
C14
306.5
415
83.5
70.6
20.4
20.4
37.2
11.6
40
106
K. Linse et al. / Deep-Sea Research I 73 (2013) 99–116
bound basal Ediacaran). We tested the fit of the phylogeny to a strict
molecular clock by first running the analysis with a relaxed lognormal clock with no fossil constraints, and inspected the posterior
distribution of the standard deviation of rates for each gene. In both
cases the values were significantly greater than zero, indicating that
a strict molecular clock was not supported. In order to accommodate
possible variation in rates across the Thoracica we therefore applied
a relaxed lognormal clock model as a baseline and compared this
with an exponential clock model. We also explored the effect of
implementing a Yule prior as the branch splitting rate estimator
under the relaxed lognormal clock scheme. Each clock and branch
splitting model difference was compared with the baseline model
(1) using Bayes Factors calculated from the marginal likelihood in
BEAST (Suchard et al., 2001). All parameters achieved full stationarity according to TRACER, with effective sample size values 4200.
3. Results
The current study collected 46 specimens comprising one
verrucomorph and six scalpelliform species from the Scotia, Weddell and Ross Seas (Table 1). In total, DNA for molecular analysis
was successfully extracted from one verrucomorph and 24 scalpelliform specimens from the Scotia and Weddell Seas and from 13
scalpelliform specimens from the Ross Sea (Table 2, Fig. 2).
3.1. Species identifications and biogeography
The specimens were identified to species using the keys and
descriptions in Newman and Ross (1971). Where our data
extend the depth, and/or geographic distribution ranges of
cirripede species or their host species we show this information
in bold. The size measurements relate to the largest specimen in
our collection.
Order Sessilia Lamarck and de Monet, 1818
Suborder Verrucomorpha Pilsbry, 1916
Family Verrucidae Darwin, 1854
Altiverruca sp.
Distribution: northern Powell Basin (2117–2616 m).
Depth:
Size:
Remarks:
2117–2616 m.
5.9 mm height, 3.9 mm width (05–662–1).
The two collected specimens of Altiverruca sp.
were attached to a polychaete tube. Until now
Altiverruca gibbosa (Hoek, 1883) had been the
only verrucomorph recorded in the Southern
Ocean – it is known from 500 to 3000 m depth
(Nilsson-Cantell, 1929, Newman and Ross, 1971,
Zevina, 1974). Newman and Ross (1971)
suggested a review of the species’ taxonomy as
Nilsson-Cantell (1939) had combined several
wide-ranging species into this taxon.
Order Scalpelliformes Buckeridge and Newman, 2006
Family Scalpellidae Pilsbry, 1907
Arcoscalpellum africanum (Hoek, 1883) (Fig. 2A)
Distribution: Antarctic Peninsula: off Adelaide Island (2782–
2912 m), Elephant Island (976–990 m); Tristan
da Cunha Archipelago (80–183 m).
Fig. 2. Species collected for this study. A. 02–365–1–2L. discoveryi, B. 06–874–4 Litoscalpellum sp., C. 06–126–2 Scalpellum sp., D. 05–436–1A. africanum, E. 05–436–1A.
africanum, F. 05–711–3 Arcoscalpellum sp. Scale bars in mm.
K. Linse et al. / Deep-Sea Research I 73 (2013) 99–116
Depth:
Size:
Remarks:
80–2912 m.
10.5 mm total height, 7.8 mm capitular height,
3.8 mm capitular width (06–436).
The current specimens were attached to spines of
the cidaroid urchin Aporocidaris sp. cf. A. eltaniana
Mooi et al., 2000. The number of attached
scalpellids per spine varied from three to 16 and
the barnacles consisted of three size classes.
107
Distribution: Shag Rocks (224–226 m).
Depth:
224–226 m.
Size:
7.6 mm total height, 6.4 mm capitular height,
3.3 mm capitular width (06–874–6).
Remarks:
The specimens were attached to a primnoid
octocoral and had colonised the stalk and side
branches with more than 50 specimens of
various size and age classes. Some of the adult
females were carrying bright orange eggs within
their shells.
Arcoscalpellum bouveti (Nilsson-Cantell, 1939) (Fig. 2B)
Distribution: Bouvet Island (40–45 m, 364–376 m).
Depth
40–376 m
Size
10.5 mm total height, 9.2 mm capitular height,
4.5 mm capitular width (03–064–1)
Remarks
Two of the current specimens were attached to a
polychaete tube, the third was attached to a
primnoid stalk.
Scalpellum sp. (Fig. 2F)
Distribution: Falkland Islands: Falkland Trough (289–292 m)
Depth:
289–292 m.
Size:
19.6 mm total height, 12.1 mm capitular height,
7.6 mm capitular width (06–034–1).
Remarks:
The three specimens have been collected.
Arcoscalpellum sp. (Fig. 2C)
3.2. Phylogenetic analysis
Distribution: Weddell Sea Abyssal Plain (4794–4797 m).
Depth:
4794–4797 m.
Size:
14.6 mm total height, 11.2 mm capitular height,
5.2 mm capitular width (05–711–3).
Remarks:
The three collected specimens can be separated
from the scalpellid species described in
Newman and Ross (1971) by the distinct hairlike bristles on the capitular shells.
Litoscalpellum discoveryi (Gruvel, 1906) (Fig. 2D)
Distribution: South Sandwich Island: off Sanders Island
(2331–2962 m); Antarctic Peninsula: off Brabant
Island (128–165 m), Clarence Island (342 m),
Livingston Island (190–192 m); Adelie Land
(46 m); Ross Sea (92–571 m); Balleny Islands
(219–414 m); South Georgia (155–178 m)
Depth:
92–2962 m.
Size:
23.1 mm total height, 18.8 mm capitular height,
9.3 mm capitular width (02–365–1–2, SSI)
23.6 mm total height, 13.6 mm capitular height,
6.8 mm capitular width (NIWA28474, RS)
Remarks:
Newman and Ross (1971) state that the
distribution of Litoscalpellum discoveryi may
depend on the presence of large-sized
pycnogonid species. In the current study, the
specimens from the South Sandwich Islands had
been attached to the pycnogonids Collosendeis
megalonyx and C. tortipalpis. The specimens from
the Ross Sea were found attached to Collosendeis
notialis, Decolopoda australis, Nymphon australe,
Pallenopsis patagonica, P. vanhoffeni and
Pycnognum rhinoceros and the specimens from
the Balleny Islands were attached to the
pycnogonids Ammothea carolinensis, Colossendei
australis and Nymphon australe.
Litoscalpellum sp. (Fig. 2E)
Partial sequences of the 18 S rDNA, 28 S rDNA and COI mtDNA
genes were generated to examine the phylogenetic relationships
and molecular structure of Southern Ocean scalpellid species. The
94 verrucomorph and scalpellid sequences and three outgroup
sequences used for this study are summarized in Table 2. The new
sequences were deposited in NCBI GenBank (Accession numbers
provided in Table 2). We restrict the interpretation and discussion
of the results to the Antarctic Thoracica as the wider phylogeny
has been covered and discussed before by Pérez-Losada et al.
(2008) with the same non-Antarctic sequence dataset on the
genes we have used. Here we focus on the positions of the
Antarctic taxa in the phylogeny of the Thoracia.
3.2.1. 18S analysis
The aligned 18 S rDNA dataset comprised 1630 characters of
which 387 were variable and 204 of those were parsimony
informative (Supplementary Table 1, Supplementary online file
1). Bayesian and maximum likelihood analysis produced similar
topologies, of which only the Bayesian analysis is shown, with
maximum likelihood bootstrap support given on branches (Fig. 3).
Basal groupings within the Thoracica were only weakly supported, but nevertheless indicated extensive polyphyly of the
Scalpellomorpha (at least five distinct clades within the Thoracica). SH testing of ML trees with and without the scalpellomorph
monophyly constraint (log-likelihoods¼ 7628 and 7565
respectively) indicated that scalpellomorph monophyly is a significantly worse fit to the dataset at p o0.001 (likelihood
difference¼ 63). The Southern >Ocean scalpellomorphs fell into
a single, weakly supported clade (88% Bayesian posterior probability; PP, 450% ML bootstrap support; MLBS). A sister taxon
relationship with Ornatoscalpellum stroemi was more strongly
supported (100% PP, 75% MLBS), and the rest of this scalpellomorph clade consisted of a single basal cluster comprising
Litoscalpellum regina, Scalpellum scalpellum and Trianguloscalpellum regium. Support for the whole scalpellomorph clade was
fairly weak (83% PP, 450% MLBS). Within the Southern Ocean
clade both Arcoscalpellum and Litoscalpellum were polyphyletic,
with Litoscalpellum discoveryi clustered with Arcoscalpellum
bouveti (87% PP, 57% MLBS) and Arcoscalpellum africanum
clustered with Litoscalpellum sp. (100% PP, 89% MLBS). Both
108
K. Linse et al. / Deep-Sea Research I 73 (2013) 99–116
IBLOMORPHA
VERRUCOMORPHA
SCALPELLOMORPHA
LEPADOMORPHA &
HETERALEPADOMORPHA
SCALPELLOMORPHA
VERRUCOMORPHA
SCALPELLOMORPHA
BALANOMORPHA
Fig. 3. 18 S Thoracica phylogeny derived from Bayesian analysis. Bayesian posterior probabilities (left-hand side) and maximum likelihood bootstrap support (100
replicates, right-hand side) shown on branches.
Scalpellum sp. (06–126) and Arcoscalpellum sp. (05–711–1) were
placed basal to these groups.
The Southern Ocean Altiverruca specimen clustered within a
Rostratoverruca/ Metaverruca/ Altiverruca/ Verruca clade with
strong support (100% PP, 92% MLBS). This clade is distant from
the second verrucomorph clade (comprising Neoverruca), which is
currently restricted to chemosynthetic habitat associated species;
these results therefore give support to a revision of higher
verrucomorph taxonomy and systematics, a project currently
underway by John Buckeridge.
3.2.2. 28S analysis
The aligned 28 S rDNA dataset comprised 865 characters of
which 333 were variable and 229 of those were parsimony
informative (Supplementary Table 1, Supplementary online file 2).
Bayesian and maximum likelihood analysis produced similar topologies, of which only the Bayesian analysis is shown, with maximum
likelihood bootstrap support given on branches (Fig. 4). As with
18 S, multiple scalpellomorph clades were found. SH testing of ML
trees with and without the scalpellomorph monophyly constraint
(log-likelihoods¼-6810 and -6669 respectively) indicated that
scalpellomorph monophyly is a significantly worse fit to the dataset
at po0.001 (likelihood difference¼141). The Southern Ocean
scalpellomorphs fell within one of these four clades. As with 28 S,
the genera Litoscalpellum, Scalpellum and Arcoscalpellum were all
polyphyletic. In contrast to 18 S one Southern Ocean species
(Arcoscalpellum sp. 05–711–1) was placed basal to a non-Southern
Ocean taxon (O. stroemi) with strong Bayesian posterior support.
Support for Southern Ocean scalpellomorphs plus O. stroemi was
reasonably high (99% PP, 63% MLBS), as was support for these plus
the sister taxon cluster of L. regina, S. scalpellum and T. regium (96%
PP, 56% MLBS). The L. discoveryi group (represented by only one
specimen in 28 S) was placed basal to the remaining Southern
Ocean clade, and did not cluster with A. bouveti (in contrast to 18 S).
Scalpellum sp. (06–126) was placed proximal to the A. africanumþLitoscalpellum sp. clade, but support for this placement was
extremely weak (51% PP, o50% MLBS). In general Bayesian and
ML bootstrap support for nodes within the Southern Ocean
scalpellomorph clade were slightly higher for 28 S than for 18 S,
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K. Linse et al. / Deep-Sea Research I 73 (2013) 99–116
IBLOMORPHA
VERRUCOMORPHA
SCALPELLOMORPHA
LEPADOMORPHA &
HETERALEPADOMORPHA
SCALPELLOMORPHA
VERRUCOMORPHA
SCALPELLOMORPHA
BALANOMORPHA
Peltogasterella sulcata EU082336
Fig. 4. 28 S Thoracica phylogeny derived from Bayesian analysis. Bayesian posterior probabilities (left-hand side)) and maximum likelihood bootstrap support (100
replicates, right-hand side) shown on branches.
which may reflect the greater number of parsimony informative
sites, spread over a smaller taxon set, in the former.
3.2.3. 18Sþ 28S analysis
Bayesian and maximum likelihood analysis of the concatenated genes produced similar topologies, of which only the
Bayesian analysis is shown, with maximum likelihood bootstrap
support given on branches (Fig. 5). As with 28 S alone, the
combined phylogeny also placed O. stroemi within the Southern
Ocean scalpellomorph clade, and support for this monophyletic
group was strong (100% PP, 93% MLBS). As with the single gene
analyses, this clade fell as a sister group to the L. regina/ S.
scalpellum/ T. regium cluster and the whole grouping was also
strongly supported (100% PP, 89% MLBS). A sister group relationship with the Neolepas/ Neoverruca clade was also found (100% PP,
92% MLBS), consistent with the previous phylogeny of PérezLosada et al. (2008) using the same loci. Relationships within the
Southern Ocean scalpellomorph clade were the same as those
reconstructed for 28 S alone. When compared with the species
tree constructed in nBEAST (Supplementary Fig. 2), the only
topological difference within the Southern Ocean scalpellomorph
clade was the sister group relationship between A. bouveti and L.
discoveryi (81% support) which was also supported by the 18 S
gene alone.
3.2.4. Cytochrome oxidase I analysis
The aligned CO1 mtDNA dataset comprised 657 characters.
Among codons, the 3rd positions were particularly variable,
with 203 parsimony informative sites compared to 96 across
the other codon positions. Base composition is significantly
skewed at the 1st and 3rd codon positions for this gene. Skewed
base frequencies may contribute an erroneous signal of phylogenetic relationships for this dataset, i.e., taxa may group
due to base compositional similarity rather than true shared
ancestry, particularly for highly variable loci for which multiple
DNA substitutions may have taken place per base over the
evolutionary timeframe of the phylogeny. However, taxa with
similar base compositions can also reflect shared ancestry too,
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K. Linse et al. / Deep-Sea Research I 73 (2013) 99–116
IBLOMORPHA
SCALPELLOMORPHA
VERRUCOMORPHA
LEPADOMORPHA &
HETERALEPADOMORPHA
SCALPELLOMORPHA
VERRUCOMORPHA
SCALPELLOMORPHA
BALANOMORPHA
Peltogasterella sulcata
Sacculina carcini
Fig. 5. 18 S and 28 S combined Thoracica phylogeny derived from Bayesian analysis. Bayesian posterior probabilities (left-hand side)) and maximum likelihood bootstrap
support (100 replicates, right-hand side) shown on branches.
particularly when the loci are less variable over the phylogeny
timeframe. The four treatments of the CO1 dataset all yielded
the same clade groupings and indicated substantial polyphyly
between Arcoscalpellum and possibly also Litoscalpellum
(Fig. 6). However, the relationships between these clades
varied by treatment. The untreated CO1 dataset (all codon
positions included) yielded a sister group relationship between
L. discoveryi and L. sp. (96% BPP), which was not found in any
other realisation of the dataset, suggesting that the signal was
derived most strongly from 3rd codon position transitional
changes. When 1st, and 1st and 3rd codon positions are RY
coded, support for a sister group relationship between L. sp.
and A. africanum is increased. Although this support is marginal
(62% BPP), it is also consistent with independent results from
both 18 S and 28 S. The Scalpellum sp. clade is placed basal to
these three taxon groups in all analyses except the one where
1st and 3rd codon positions are RY coded. In that analysis it is
basal to A. africanum and L. sp, though again support is weak
( 4 50% BPP). Similarly, the combined 18 S þ28 S also places
Scalpellum sp. in this position, with marginal support (86% BPP).
Most striking is the association of Arcoscalpellum sp. with the
pedunculate outgroup Pollicipes mitella in all analyses except
where 1st and 3rd codon positions are RY coded. The Arcoscalpellum sp group is placed basal to the other Southern Ocean
pedunculates in the larger 18 S þ28 S phylogeny, but are very
distant from Pollicipes both in terms of phylogenetic distance
and morphology. Given the likely age of divergence of the
thoracican tree and the high level of substitution of this
mitochondrial locus, this spurious grouping is likely a function
of long branch attraction, exacerbated by similar base composition in these taxa. Removal of transitions from the 1 st and 3rd
codon positions through RY coding greatly reduces this effect,
and likely provides a more realistic hypothesis of relationships
than the other three, although intra-clade resolution is reduced
by the loss of most transitional changes.
Within Arcoscalpellum africanum (support for monophyly,
100% BPP) four haplotypes forming two sister groups were
identified. Four haplotypes were found in Litoscalpellum sp., while
Litoscalpellum discoveryi (with 14 specimens analysed from
Livingston Island, the South Sandwich Islands and the Ross Sea)
K. Linse et al. / Deep-Sea Research I 73 (2013) 99–116
111
Fig. 6. CO1 Thoracica phylogeny derived from Bayesian analysis. Bayesian posterior probabilities (left-hand side)) and maximum likelihood bootstrap support (100
replicates, right-hand side) shown on branches. Bayesian phylogenetic analysis of cytochrome oxidase I. (A) Gene partitioned into codon positions (1þ 2) and 3 (B) 3rd
codon positions removed from the analysis (C) 3rd codon positions RY coded (D) 1st and 3rd codon positions RY coded.
formed five haplogroups with eleven haplotypes. The deep-water
South Sandwich Island haplogroup was resolved as the sister
group to shelf specimens from Livingston Island and the Ross Sea.
3.2.5. Divergence time analysis
Bayes factors calculated across the clock and branch-splitting
models examined indicated minimal (o1) difference in support
between the two branch splitting schemes (Yule vs Birth-Death).
Estimated divergence dates were nearly identical for the Southern
Ocean thoracicans under both models. The exponential clock model
was less strongly supported than the lognormal model (Bayes
Factor 8.0) and shifted divergence dates towards the present for
the taxa under examination. Inspection of the posterior distributions under constraint revealed that (1) the root height was strongly
skewed towards older values, (2) divergences at constraint nodes
C1 (under either calibration scheme) and C2 were very close to the
exponential prior lower boundary constraint implemented at these
nodes. This was also reflected in the divergence time estimates
when the tree was modelled with only the C1 constraint imposed:
C2 was estimated at median 62MYA (95% PP 23–104MYA) under
this scenario (fossil constraint¼83MY, Table 3).
Divergence estimates under the lognormal relaxed clock
scenario are shown in Fig. 7. Southern Ocean thoracican
divergence commenced close to the KT boundary at 64MYA
(95% PP 40–95MYA) with the divergence of L. discoveryi. A midCretaceous split was estimated for the deep-water Southern Ocean
Arcoscalpellum sp., prior to divergence of the north Pacific O. stroemi
from the rest of the Southern Ocean clade (110MYA; 95%PP
72–154MYA). When the analysis was performed with only C1
(Upper Carboniferous fossil) constrained, estimated divergences
were very similar (data not shown). The main Southern Ocean
radiation commenced at the Cretaceous-Tertiary boundary
(64MYA; 95% PP 32–99MYA) and spanned the early Tertiary,
while the earlier Arcoscalpellum sp. divergence was in the early
Cretaceous (109MYA; 95%PP 64–164MYA). Constraining the minimum age of the crown group radiation to the Upper Silurian at
415 MYA (Wills, 1962) rather than the Upper Carboniferous at
306.5 MYA (Newman et al., 1969) shifted most branches in the
tree to older dates, but only increased median divergence times
within the Antarctic scalpelliforms by 10MY (Supplementary
Fig. 3). Under this constraint the main radiation commenced at
75MYA (95% PP 45–110 MY) in the late Cretaceous and continued
through the Tertiary, while the earlier Arcoscalpellum sp./ O. stroemi
split was estimated to occur in the early Cretaceous at 128 MYA
(95% PP 81–179 MYA).
In this study we have focussed on the radiation of thoracicans
in the Antarctic. However, it is also instructive to compare our
general divergence time estimates with those produced in an
earlier study using many of the same set of fossil time constraints
112
K. Linse et al. / Deep-Sea Research I 73 (2013) 99–116
Fig. 7. Bayesian chronogram for the Thoracica.The 95% posterior percentiles are shown either side of each node. Fossil constraints C1-C14 are detailed in Table 3.
(Pérez-Losada et al., 2008). One major difference between this
study and ours is that Pérez-Losada et al. (2008) included two
scalpellomorph fossil constraints in a key clade to which we have
added a number of Southern Ocean taxa, and it is this clade that is
particularly pertinent to our analysis. We did not impose these
fossil constraints (Cretiscalpellum glabrum and Arcoscalpellum
fossula) due to uncertainty as to their phylogenetic placement
within the clade.
The estimated radiation of this clade in our analysis predates
the occurrence of both fossils and this is what was expected.
Further, with the additional taxon sampling in this scalpellomorph
clade, the phylogenetic relationships were found to differ from the
smaller taxon set used in Pérez-Losada et al. (2008), and this
prevented our placement of the constraints in the same way as
had been done in that study. One contrast between the present
study and that of Pérez-Losada et al. (2008) is the much earlier
divergence date inferred for the large scalpellomorphþNeoverruca
clade, with a c.240 MY origin time compared to c.170 MY
estimated in this study. The divergence of Neoverruca from its
scalpellomorph sister taxa is also much older, with an origin time
of c.130 MYA as opposed to c.30MY in this study. The pattern of
divergence of the other scalpellomorph clades in the phylogeny is
otherwise similar between the two studies, although the current
study tends to have more recent median date estimates than those
estimated in Pérez-Losada et al. (2008). The contrasts described
above may be due to four underlying effects: (A) wider taxon
sampling of the scalpellomorphs falling in the scalpellomorphþNeoverruca clade in this current study; (B) fossil constraints imposed in Pérez-Losada et al. (2008) and not used in the
current study, which may ‘relax’ estimated divergence times
towards more recent values; (C) differences in the underlying
datasets; additional gene H3 was used in Pérez-Losada et al.
(2008) and multiple regions of alignment uncertainty were
removed from 18 S and 28 S rDNA datasets in the present study,
so estimated branch lengths are likely to differ between the
studies; (D) different relaxed molecular clock models and constraint priors imposed in the two cases. Factors C and D differ over
the whole phylogeny while A and B are likely to be the main drivers
of the difference within the Southern Ocean scalpellomorph clade
of interest.
4. Discussion
4.1. Species richness and biogeography
Thoracican cirripedes are one of the less well-known and less
diverse groups in Antarctica. At present geo-referenced records of
K. Linse et al. / Deep-Sea Research I 73 (2013) 99–116
one balanomorph (Bathylasma corolliforme), two verrucomorph
(Verruca gibbosa, Altiverruca sp.), two lepadiform (Conchoderma
auritum, Lepas australis) and 31 scalpelliform barnacles are known
from the Southern Ocean (Newman and Ross, 1971, this study).
Only 36 species are known today, whereas groups like isopod
crustaceans (almost 1000 species, Brandt et al., 2007a), amphipods and prosobranch gastropods (over 500 species each, Brandt
et al., 2007b) or pycnogonids (175 species, Clarke and Johnston,
2003) show a high species diversity in the Southern Ocean. These
36 barnacle species represent less than 5% of the global cirripede
species (Newman and Ross, 1971) while, for example, the Antarctic pycnogonids represent 17% of global pycnogonid species
diversity (Clarke and Johnston, 2003).
As few studies on Antarctic cirripedes have been published (e.g.
Nilsson-Cantell, 1929, 1930; Newman and Ross, 1971; Arnaud,
1973; Zevina 1974, 1975, 1993; Foster, 1989; Barnes et al., 2004)
most of the geographic or bathymetric records presented in this
study are new. Newman and Ross (1971) discussed the contemporary biogeography of the Antarctic cirripedes in detail. CircumAntarctic and circum-subantarctic distributions are reported for
the balanomorph and the lepadiforms. Their wide distribution
ranges might be linked with their mode of reproduction or
settlement substrate. Bathylasma coralliforme has planktrophic
larval stages and the two lepadiforms are known as epizoans on
mobile megafauna and floating objects, and have lecithotrophic
larvae (Zevina, 1974; Barnes, 1989; Foster, 1989; Hinojosa et al.,
2006; Setsaas and Bester, 2006; Reisinger et al., 2010).
The geographic ranges of the Antarctic scalpelliforms are
restricted, with only four species (Arcoscalpellum africanum,
A.vitreum, A. formosum and Gymnoscalpellum klepalae) reported
north and south of the Polar Front. Newman and Ross (1971)
reported the distribution records of the former three species
while Federspiel and Hoffer (1997) described G. klepalae from
the Scotia Sea, Ross Sea and off Tasmania. Eighteen species have
been recorded from only their type locality or from nearby within
the same Antarctic sub-region (as defined in Linse et al., 2006
based on species biogeographic distributions). A further six
species are known from two Antarctic sub-regions while only
two species, Arcoscalpellum bouvieri and Litoscalpellum discoveryi,
are reported from several Antarctic sub-regions (Newman and
Ross, 1971). The generally restricted species ranges in Antarctic
scalpellids might again be linked with their reproductive mode.
The present knowledge is that Antarctic scalpellids brood their
young and release advanced, non-feeding cyprids that are
expected to settle soon after release, as usually assumed for high
latitude and deep-sea species (Newman and Ross, 1971). The
recent study by Buhl-Mortensen and Høeg (2006) on three north
Atlantic scalpellids showed different settlement strategies in two
deep-sea species. While in Ornatoscalpellum stroemi (100–1600 m
depth) cyprids hatched and settled soon after release, Arcoscalpellum michelottianum (64–5190 m depth) release nauplii that
stay for more than 10 days in the plankton. They linked the
reproductive strategies with adaptations to the species’ different
habitats, hypothesising that short larval stages are advantageous
for high disturbance habitats while longer larval times are
beneficial as they provide opportunity for colonization of habitats,
like seamounts. To date no studies on larval development in
Antarctic scalpellids have been carried out so it is unknown if the
Antarctic larval or juvenile stages travel in the water column
at all.
4.2. Phylogenetic analysis
4.2.1. Thoracican phylogeny and systematics
The topologies obtained from the separate analysis of the three
genes with Bayesian and maximum parsimony are generally very
113
similar. All phylogenies agree with the monophyly of the analysed
species A. africanum, A. bouveti, Arcoscalpellum sp., L. discoveryi
and Litoscalpellum sp. However, the higher relationships among
taxa are in contrast with the existing morphological classification.
The phylogenies based on the 18 S and 28 S rDNA loci, using
newly sequenced Southern Ocean taxa together with ibliform,
lepadiform, scalpelliform and verrucomorph sequences available
in GenBank, are consistent with the phylogeny by Pérez-Losada
et al. (2008) and confirm that the order Scalpelliformes is not
monophyletic. The present study does not support monoyphyly
for the scalpellid genera Arcoscalpellum, Litoscalpellum and Scalpellum while the Southern Ocean Altiverruca sp. forms a wellsupported, monophyletic clade with the other species of this
genus. The species of Arcoscalpellum presented here are all from
the Southern Ocean.
The analysed Acroscalpellum species clustered together with
Scalpellum sp. and Litoscalpellum sp. in 18 S and 28 S, indicating
that morphological characters for the genus identification given
in Newman and Ross’ (1971) key are insufficient for supporting
phylogenetic relationships. The deep-water Arcoscalpellum sp. is
placed basal, and is substantially divergent from other Arcoscalpellum species, suggesting critical additional taxonomic/genetic
analysis of this species should be performed. The genus Litoscalpellum shows non-monophyly as well. Litoscalpellum regina from
the Gulf of Mexico clusters with Scalpellum scalpellum from
Sweden and Trianuloscalpellum regium from the Gulf of Mexico
(all sequences from Pérez-Losada et al., 2008) but not with the
Southern Ocean Litoscalpellum discoveryi or Litoscalpellum sp. from
this study. Litoscalpellum sp. is more closely aligned with A.
africanum in 18 S and A. africanum/ A. bouveti in 28 S. The
identified polyphylies in the scalpellid genera might be evidence
that the morphological characters for the genus identification are
not good synapomorphies.
In general, a determination of polyphyly can arise due to
inadequate phylogenetic inference either because there is not
enough resolution in the data or because the gene tree is not
representative of the species tree (Funk and Omland, 2003). We
consider that this explanation is unlikely to apply here as the data
analysed resulted in well-resolved trees from three independently
evolving gene regions, and the groups form multiple distantly
related clusters within the overall phylogeny. Alternatively, the
conflict between morphology and phylogenetic relationships
observed here could be due to imprecise or limited morphological
taxonomy, perhaps confounded by synapomorphies that are in
fact homoplasies and indicate convergent evolution (see PérezLosada et al., 2008). Our results show incongruence between
taxonomy and molecular systematics and indicate the need for
more scalpelliform species to be sequenced to resolve uncertainties in the phylogenetic relationships of the stalked barnacles.
An interesting, well supported, higher clade is the one containing
the scalpellomorphs linked with hydrothermal vents (Vulcanolepas,
Leucolepas, Neolepas), the verrucomorphs linked with hydrothermal
vents (Neoverruca) and the scalpellomorph clade comprising the
Scalpellidae. All taxa within this clade occur in deeper waters,
compared with the more basal clades of scalpellomorphs (Calantica,
Smilium, Pollicipes), where species occur from the intertidal to the
deeper continental slopes. Nonetheless, these deep-water clades are
likely to have originated in shallower waters, subsequently radiating
into a deep-water and a refugial, hydrothermal lineage and independently evolving further. The hydrothermal lineage comprises
stalked and unstalked forms, currently listed as scalpellomorphs and
verrucomorphs; the latter is represented by Neoverruca, a most
peculiar form that in early ontogeny has a distinct, bilateral
pedunculate stage, before assuming asymmetry along with the very
much reduced ‘‘peduncle’’ as an adult (Newman, 1989). The discovery of scalpellomorph dominated hydrothermal vents in the East
114
K. Linse et al. / Deep-Sea Research I 73 (2013) 99–116
Scotia Ridge of the Southern Ocean (Rogers et al., 2012) and the
southwest Indian Ridge (Copley, pers. comm.) should enhance our
knowledge of the evolutionary history of deep-water scalpellomorphs and the role of Southern Ocean species in this evolution.
4.2.2. Antarctic divergence times
The main radiation of Antarctic scalpellomorph species began
in the earliest Tertiary and continued through the Eocene;
divergence times for this group were fairly robust to the implementation of two very different root nodes on the crown group
radiation, and the application of various molecular clock and
branch splitting scenarios. One exception is the deep-sea Arcoscalpellum sp., which, based on molecular evidence, is estimated to
have diverged in the middle Cretaceous.
The Southern Ocean has been identified as a centre of evolutionary origin for marine species, including shelf, upper slope and
deep-sea lineages, during the late Mesozoic and Cenozoic
(Zinsmeister and Feldmann, 1984; Brandt, 1992; Held, 2000;
Briggs, 2003; Gage, 2004; Brandt et al., 2007a; Rogers, 2000). In
the late Cretaceous the Antarctic shallow-water fauna formed part
of the cool-water Weddellian Province around southern Gondwana
(Crame, 2004) and connected to warmer faunas of central Chile and
South Africa. Fragmentation of Gondwana lead to vicariance of the
Weddellian province, and diversification took place along the coast
of Gondwana, forming sibling lineages to the Antarctica ones, like
the fish lineages in South America and southern Australia (Near,
2004). The same historical events might have lead to the radiations
in these marine groups.
The onset of the continental glaciations and the covering of
shoreline and shallow shelf by ice shelves are likely to have
resulted in the loss of habitat, and in combination with sea-ice
formation in the near shore, made these habitats unavailable
for traditional epifaunal intertidal species like mussels and
most balanomorphs (Clarke and Crame, 2010). Species living on
the deeper shelf or slope were less affected by the glaciations
and more affected by the cooling of the sea, which drove warmwater species out of the SO (see Clarke and Crame, 2010 and
references therein). Through the Cenozoic the evolutionary
history of the bivalve genus Limopsis in the SO showed the
disappearance of the shallow-water/ inshore species and the
appearance of outer shelf species (Whittle et al., 2011). The
morphogroups linked with warm-water habitats in this genus
are now absent in the Southern Ocean (Oliver, 1981). The fossil
record of Antarctic barnacles gives evidence for the disappearance of warm-water preferring balanomorphs after the Eocene,
with only scalpellomorphs appearing in the younger epochs
(Zullo et al., 1988; Feldmann et al., 1993; Jonkers, 1998;
Buckeridge, 2000).
Strugnell et al. (2008) suggested that the Southern Ocean has
played a major role in influencing the diversity of the deep sea
globally via the thermohaline circulation and affected the evolutionary origins of many marine deep-water lineages. Links have
been made between the arrivals of fauna into the abyss after the
Cretaceous and Early Cenozoic anoxia extinction events, the development of the thermohaline circulation, and the presence at abyssal
depths of bottom water of Antarctic origin that could have
introduced Antarctic species (Rogers, 2000; Jacobs & Lindberg,
1998; Gage, 2004). At present we cannot state if the clade containing the SO Scalpellidae is another example of an Antarctic origin of
a global deep-sea lineage as not enough deep-sea scalpellomorphs
from non-hydrothermal sites have been sequenced yet.
4.2.3. Antarctic context of results
This study presents the first molecular sequences (18 S, 28 S,
COI) for six species of Antarctic barnacles and one species
from the Magellan region: Altiverruca sp. from the Powell Basin,
Arcoscalpellum africanum from Elephant Island, A. bouveti from
Bouvet Island, Arcoscalpellum sp. from the Weddell Sea, the
widely distributed Litoscalpellum discoveryi, Litoscalpellum sp.
from Shag Rocks and Scalpellum sp. from the Falkland Trough.
All analysed species show strong support for their species
groups in the three separate gene topologies.
The analysed specimens of Verruca sp., Acroscalpellum bouveti,
Acroscalpellum sp. and Scalpellum sp. resulted in single genetic
lineages for the amplified genes. These results probably arise from
the fact that only one to two specimens from one locality were
successfully sequenced. The analysis of the nuclear genes 18 S and
28 S resulted in single, unique genetic lineages for Acroscalpellum
africanum and Litoscalpellum sp. while the analysis of the mitochondrial COI gene revealed the existence of four haplotypes in
two sister groups in A. africanum from one site at Elephant Island
and two halotypes in Litoscalpellum sp. from one site at
Shag Rocks.
In the widely-distributed species Litoscalpellum discoveryi, for
which sequences were available from the Ross Sea, South Sandwich Islands and Livingston Island, several lineages were found
for 18 S, none for 28 S and six haplotypes in five haplogroups for
COI. The topology of the COI gene revealed one well-supported
clade of one haplotype for four specimens from the deep waters
(2331–2962 m) of the South Sandwich Islands and a sister grouping with the shallow water/shelf specimens from the Ross Sea and
Livingston Island (190–571 m). The lineages within the shelf
group are structured by a basal cluster with the deeper shelf Ross
Sea specimens (570 m) and a subdivided cluster containing the
Livingston Island and Ross Sea specimens from 190–389 m
collection depth.
The separation of COI haplotype groups by depth has been
reported for several Antarctic invertebrate species, e.g. the
isopod Glyptonotus antarcticus (Held and Wägele, 2005), the
crinoids Promachocrinus kerguelensis (Wilson et al., 2007), the
bivalve Lissarca notorcadensis (Linse et al., 2007) and octopods
of the genus Pareledone (Allcock et al., 2011). These studies
have related the strong genetic structure and depth groupings
with the existence of cryptic species in the analysed taxa. The
presented analysis of L. discoveryi also reveals a haplotype
shared between Livingston Island and the Ross Sea, supporting
the wide distribution within the Southern Ocean of the species.
Similar results have been found in the circum-Antarctic species
Nymphon australe (Arango et al., 2011), Pareledone aequipalillae
(Allcock et al., 2011) and Sterechinus neumayeri (Dı́az et al.,
2011).
5. Conclusions
The phylogenetic analysis of the Thoracica gives evidence for a
monophyletic clade comprising the SO scalpellomorphs and a
Tertiary radiation of the Antarctic species. With deeper bathymetric distributions, the recent SO scalpellomorphs were less
affected by the glaciations and cooling events in the SO than the
balanomorphs and persisted in the SO until today. This study
demonstrates that SO barnacles have been understudied in the
last decades and that recent collections in the Atlantic sector of
the SO have increased the number of reported species. A wider
study, including scalpellomorphs recently collected during the
CAML campaigns from the shallow and deep waters from the SO,
would enhance our knowledge of the evolutionary history of this
taxon as well as of the role the SO has played in forming the
global deep water diversity.
K. Linse et al. / Deep-Sea Research I 73 (2013) 99–116
Acknowledgement
We are grateful to the cruise leaders, captains, officers and
crews of RRS James Clarke Ross (JR 144 - BIOPEARL) and of PFS
Polarstern (ANT XIX-4, ANT XXII-3) who enabled us to collect the
samples for this study. Pete Bucktrout kindly photographed the
Antarctic species. We thank A.-N. Lörz (NIWA) for the loan of the
Ross Sea specimens which were collected during TAN0402, a
biodiversity survey of the western Ross Sea and Balleny Islands
undertaken by NIWA and financed by the NZ Ministry of Fisheries.
We are grateful to A. Gooday, M. Pérez-Losada and two unknown
reviewers for their comments improving this publication. This
paper is a contribution to British Antarctic Survey core project
‘EVOLHIST’ with financial support from NERC, ANDEEP publication no xx and linked with the SCAR ‘EBA’ programme.
Appendix A. Supporting information
Supplementary data associated with this article can be found in
the online version at http://dx.doi.org/10.1016/j.dsr.2012.11.006.
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