Placing taxon on a tree

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The problem We have an ultrametric species tree (based on, say, DNA sequence data), and we want to add a single extant or recently extinct taxon to the phylogeny based on multivariable continuous trait data. Our missing taxon might be recently extinct (e.g., the thylacine), cryptic, hypothesized, or merely very difficult to obtain (but present in museum collections).

Placing taxon on a tree We need: Multivariable continuous character dataset of N species. Ultrametric base tree for N 1 taxa. Single leaf to be added to the tree. We use: Formulae of Felsenstein (1973, 1981) to compute the likelihood of hypothesized placements on the tree. Function to maximize the likelihood is called locate.yeti. Graham Slater

Yeti Yeti Yeti Yeti Yeti L(model & tree )* * Felsenstein (1973, 1981)

What about the covariances between characters? The problem with covariances among traits when the tree is unknown is that for each hypothesized topology & branch lengths we have a potentially different among-trait evolutionary covariance structure. To compute the likelihood of our tree & model from these data, we need to each time invert a covariance matrix of dimension N x m. A (barely) approximate solution when a single leaf is to be added is to use the principal components from phylogenetic PCA (or any evolutionary orthogonalization) using the N 1 species in the base tree to rotate all the data before analysis; then just add the log(l) for each trait.

What about finding the maximum likelihood placement? We can use a heuristic approach in which we start by attaching the taxon to be added to each of the 2(N 2) edges of the tree; and the optimize the location of the taxon on the edges with the highest likelihoods. However even for trees of 100 or more taxa an exhaustive search for the ML position of the tip taxon is often possible. Since our tree is ultrametric, the length of the new terminal edge is fully determined based on its location of attachment.

It works. 1) Simulate trees with N taxa (for various N). 2) Simulate correlated character evolution for m = 10 traits. 3) Trim one leaf at random. 4) Estimate the location of the leaf. 5) Compare to original tree using Robinson-Foulds distance (Robinson & Foulds 1981) and Kuhner & Felsenstein branch score (Kuhner & Felsenstein 1994).

It works. Robinson-Foulds distance: Branch-score distance:

It works. 1) Simulate trees with N = 65 taxa. 2) Simulate correlated character evolution for m = 1, 2, 5, 10, & 20 traits. 3) Trim one leaf at random. 4) Estimate the location of the leaf. 5) Compare to original tree using Robinson-Foulds distance (Robinson & Foulds 1981) and Kuhner & Felsenstein branch score (Kuhner & Felsenstein 1994).

It works. Robinson-Foulds distance: Branch-score distance:

Case study: Anolis roosevelti Anolis roosevelti the Culebra Giant Anole

One of very few Caribbean anoles thought to be extinct. Called the Culebra Giant Anole but now (Mayer 1989) thought to have been found throughout the PR-bank VIs. Probably extinct due to loss of habitat or loss of its preferred tree (ostensibly the Gumbo-limbo tree, Bursera simaruba). G. Wilson

J. Losos Long been assumed (based on similarity in size, osteological features, and (presumed) ecology to be closely related to the Puerto Rican crown giant Anolis cuvieri. However, the reality is we do not know it s phylogenetic relationship and it s possible that A. roosevelti might be closely related to other PR anoles. C. Smith Anolis cuvieri Anolis cristatellus

Our tree: Near comprehensive Greater Antillean anole phylogeny of Nicholson et al. (2005). 100 species, including nonecomorphs, from all GA islands. A. Sanchez occultus coelestinus chlorocyanus singularis aliniger darlingtoni hendersoni dolichocephalus bahorucoensis monticola equestris luteogularis smallwoodi noblei baracoae vermiculatus bartschi lucius argenteolus vanidicus macilentus alfaroi cyanopleurus cupeyalensis clivicola inexpectatus alutaceus paternus angusticeps alayoni sheplani placidus guazuma loysiana pumilis centralis argillaceus porcatus allisoni isolepis oporinus altitudinalis guamuhaya chamaeleonides porcus barbatus cuvieri christophei eugenegrahami ricordii barahonae baleatus marcanoi strahmi longitibialis shrevei cybotes armouri breslini haetianus whitemani insolitus fowleri etheridgei olssoni semilineatus alumina barbouri distichus websteri marron caudalis brevirostris cristatellus cooki poncensis gundlachi pulchellus krugi stratulus evermanni reconditus lineatopus valencienni grahami opalinus garmani guafe confusus homolechis jubar mestrei ophiolepis quadriocellifer bremeri sagrei imias rubribarbus allogus ahli

Our data: Morphological dataset of Mahler et al. (2010) containing 20 skeletal and external characteristics - averaged by species. SVL, head height, head length, head width, jaw length, outlever length, jugal to symphisis length, femur length, tibia length, metatarsal length,, lamellae numbers, etc.

Results: Likelihood plot shows that many parts of the tree can be strongly rejected; however the surface is very flat towards the root for this dataset. This is unsurprising because morphologically similar species have evolved numerous times in different parts of the tree.

Results:

Results:

Can we reject alternative phylogenetic positions for A. roosevelti? To answer this, we can simply constrain to alternative hypotheses for the phylogenetic position of our new leaf & compare the likelihood to the unconstrained model. For instance, we can constrain A. roosevelti to be closely related to different PR species. A. Sanchez Anolis evermanni

Hypothesis 1: Anolis roosevelti is sister to A. cuvieri. Hypothesis 2: Anolis roosevelti is sister or nested within the rest of the PR anoles (excluding A. occultus).

What about the number of degrees of freedom consumed by topological constraint? If imposing a topological constraint on the tree consumed a specific number of degrees of freedom then we could simply compare our LR to a X 2 with the requisite d.f. Unfortunately, it is not obvious how many d.f. are consumed by topologically constraining the location of the leaf to be added. Thus, to obtain a null distribution of the LR, we simulated data on the ML constraint tree, and then estimated both with & without constraint.

Result: Table. We cannot reject placement of A. roosevelti as sister to A. cuvieri (P = 0.26); however we can strongly reject placement with other PR anoles. Hypothesis log (L) LR P* H 0 : Unconstrained 3392.2 0.000 1.00 H 1 : Sister to A. cuvieri 3389.6 5.086 0.26 H 2 : Sister or nested within other PR anoles. *P-value based on simulation 3387.2 9.955 0.02

Conclusions Method to place recently extinct, cryptic, or hypothesized taxa into an ultrametric tree (locate.yeti) works well for simulated trees & data. With the Anolis roosevelti data the ML placement is not with A. cuvieri or other PR anole species (where it almost certainly belongs!). Method might show better empirical performance in a dataset (or with characteristics) that other studies have not shown to be under such strong selection for convergence!

Future possibilities measurement error / uncertainty in the estimation of species means? For the situation in which the uncertainty of the species mean is known, this is straightforward to take into account. In this case, the variance between species is merely the sum of the evolutionary variance and the variance in the estimates (following Ives et al. 2007).

Future possibilities Bayesian MCMC version of the method? This would permit both the use of prior proabilities (in lieu of hard constraint) for the phylogenetic position of the unknown leaf along with an expression of the uncertainty of the placement of a leaf in terms of posterior probability that the leaf is connected to each edge in the base tree.

Future possibilities exact REML method (instead of approximate ML method)? Finding the REML position (instead of the ML position) of the missing leaf allows us to take advantage of the contrasts algorithm and thus should permit computation of the exact restricted likelihood. This is because we don t have to assume the ML among-trait covariance matrix for the base tree. (We can compute the REML covariance matrix for each proposed leaf placement.)

Future possibilities placing fossils in trees using quantitative characters? This approach is closely related to that proposed by Felsenstein (2002). In fact, if we merely allow one additional parameter to be optimized (the terminal edge length, with constraint) we have a fossil method.