Phylogenetics

Taxonomy is the identification, naming, and classification of organisms. With the emergence of biochemistry, classifications of organisms are now often based on DNA sequence data or a combination of DNA and morphology. Many systematists contend that only monophyletic taxa should be recognized as named groups. The degree to which classification depends on inferred evolutionary history differs depending on the school of taxonomy: phenetics ignores phylogenetic speculation altogether, trying to represent the similarity between organisms instead; cladistics (phylogenetic systematics) tries to reflect phylogeny in its classifications by only recognizing groups based on shared, derived characters (synapomorphies); evolutionary taxonomy tries to take into account both the branching pattern and "degree of difference" to find a compromise between inferred patterns of common ancestry and evolutionary distinctness. == Inference of a phylogenetic tree ==

Usual methods of phylogenetic inference involve computational approaches implementing an optimality criterion and methods of parsimony, maximum likelihood (ML), and MCMC-based Bayesian inference. All these depend upon an implicit or explicit mathematical model describing the relative probabilities of character state transformation within and among the characters observed. Phenetics, popular in the mid-20th century but now largely obsolete, used distance matrix-based methods to construct trees based on overall similarity in morphology or similar observable traits, which was often assumed to approximate phylogenetic relationships. Neighbor Joining is a phenetic method that is often used for building similarity trees for DNA barcodes. Prior to 1950, phylogenetic inferences were generally presented as narrative scenarios. Such methods were often ambiguous and lacked explicit criteria for evaluating alternative hypotheses. == Impacts of taxon sampling ==

In phylogenetic analysis, taxon sampling selects a small group of exemplar taxa to infer the evolutionary history of a clade. This process is also known as stratified sampling or clade-based sampling. Judicious taxon sampling is important, given limited resources to compare and analyze every species within a diverse clade, and also given the computational limits of phylogenetic software. Poor taxon sampling may result in incorrect phylogenetic inferences. Long branch attraction, in which nonrelated branches are incorrectly grouped by shared, homoplastic nucleotide sites, is a theoretical cause for inaccuracy There are debates if increasing the number of taxa sampled improves phylogenetic accuracy more than increasing the number of genes sampled per taxon. Differences in each method's sampling impact the number of nucleotide sites utilized in a sequence alignment, which may contribute to disagreements. For example, phylogenetic trees constructed utilizing a more significant number of total nucleotides are generally more accurate, as supported by phylogenetic trees' bootstrapping replicability from random sampling. The graphic presented in Taxon Sampling, Bioinformatics, and Phylogenomics, compares the correctness of phylogenetic trees generated using fewer taxa and more sites per taxon on the x-axis to more taxa and fewer sites per taxon on the y-axis. With fewer taxa, more genes are sampled amongst the taxonomic group; in comparison, with more taxa added to the taxonomic sampling group, fewer genes are sampled. Each method has the same total number of nucleotide sites sampled. Furthermore, the dotted line represents a 1:1 accuracy between the two sampling methods. As seen in the graphic, most of the plotted points are located below the dotted line, which indicates gravitation toward increased accuracy when sampling fewer taxa with more sites per taxon. The research performed utilizes four different phylogenetic tree construction models to verify the theory; neighbor-joining (NJ), minimum evolution (ME), unweighted maximum parsimony (MP), and maximum likelihood (ML). In the majority of models, sampling fewer taxon with more sites per taxon demonstrated higher accuracy. Generally, with the alignment of a relatively equal number of total nucleotide sites, sampling more genes per taxon has higher bootstrapping replicability than sampling more taxa. However, unbalanced datasets within genomic databases make increasing the gene comparison per taxon in uncommonly sampled organisms increasingly difficult. == History ==

Overview The term "phylogeny" derives from the German , introduced by Haeckel in 1866, and the Darwinian approach to classification became known as the "phyletic" approach. It can be traced back to Aristotle, who wrote in his Posterior Analytics, "We may assume the superiority ceteris paribus [other things being equal] of the demonstration which derives from fewer postulates or hypotheses." Ernst Haeckel's recapitulation theory The modern concept of phylogenetics evolved primarily as a disproof of a previously widely accepted theory. During the late 19th century, Ernst Haeckel's recapitulation theory, or "biogenetic fundamental law", was widely popular. It was often expressed as "ontogeny recapitulates phylogeny", i.e. the development of a single organism during its lifetime, from germ to adult, successively mirrors the adult stages of successive ancestors of the species to which it belongs. But this theory has long been rejected. Instead, ontogeny evolves – the phylogenetic history of a species cannot be read directly from its ontogeny, as Haeckel thought would be possible, but characters from ontogeny can be (and have been) used as data for phylogenetic analyses; the more closely related two species are, the more apomorphies their embryos share. Timeline of key points • 14th century, lex parsimoniae (parsimony principle), William of Ockam, English philosopher, theologian, and Franciscan friar, but the idea actually goes back to Aristotle, as a precursor concept. He introduced the concept of Occam's razor, which is the problem solving principle that recommends searching for explanations constructed with the smallest possible set of elements. Though he did not use these exact words, the principle can be summarized as "Entities must not be multiplied beyond necessity." The principle advocates that when presented with competing hypotheses about the same prediction, one should prefer the one that requires fewest assumptions. • 1763, Bayesian probability, Rev. Thomas Bayes, a precursor concept. Bayesian probability began a resurgence in the 1950s, allowing scientists in the computing field to pair traditional Bayesian statistics with other more modern techniques. It is now used as a blanket term for several related interpretations of probability as an amount of epistemic confidence. • 18th century, Pierre Simon (Marquis de Laplace), perhaps first to use ML (maximum likelihood), precursor concept. His work gave way to the Laplace distribution, which can be directly linked to least absolute deviations. • 1809, evolutionary theory, Philosophie Zoologique, Jean-Baptiste de Lamarck, precursor concept, foreshadowed in the 17th century and 18th century by Voltaire, Descartes, and Leibniz, with Leibniz even proposing evolutionary changes to account for observed gaps suggesting that many species had become extinct, others transformed, and different species that share common traits may have at one time been a single race, also foreshadowed by some early Greek philosophers such as Anaximander in the 6th century BC and the atomists of the 5th century BC, who proposed rudimentary theories of evolution • 1837, Darwin's notebooks show an evolutionary tree • 1840, American Geologist Edward Hitchcock published what is considered to be the first paleontological "Tree of Life". Many critiques, modifications, and explanations would follow. • 1843, distinction between homology and analogy (the latter now referred to as homoplasy), Richard Owen, precursor concept. Homology is the term used to characterize the similarity of features that can be parsimoniously explained by common ancestry. Homoplasy is the term used to describe a feature that has been gained or lost independently in separate lineages over the course of evolution. • 1858, Paleontologist Heinrich Georg Bronn (1800–1862) published a hypothetical tree to illustrating the paleontological "arrival" of new, similar species. following the extinction of an older species. Bronn did not propose a mechanism responsible for such phenomena, precursor concept. • 1858, elaboration of evolutionary theory, Darwin and Wallace, also in Origin of Species by Darwin the following year, precursor concept. • 1866, Ernst Haeckel, first publishes his phylogeny-based evolutionary tree, precursor concept. Haeckel introduces the now-disproved recapitulation theory. He introduced the term "Cladus" as a taxonomic category just below subphylum. • 1893, Dollo's Law of Character State Irreversibility, precursor concept. Dollo's Law of Irreversibility states that "an organism never comes back exactly to its previous state due to the indestructible nature of the past, it always retains some trace of the transitional stages through which it has passed." • 1912, ML (maximum likelihood recommended, analyzed, and popularized by Ronald Fisher, precursor concept. Fisher is one of the main contributors to the early 20th-century revival of Darwinism, and has been called the "greatest of Darwin's successors" for his contributions to the revision of the theory of evolution and his use of mathematics to combine Mendelian genetics and natural selection in the 20th century "modern synthesis". • 1921, Tillyard uses term "phylogenetic" and distinguishes between archaic and specialized characters in his classification system. • 1940, Lucien Cuénot coined the term "clade" in 1940: "terme nouveau de clade (du grec κλάδοςç, branche) [A new term clade (from the Greek word klados, meaning branch)]". He used it for evolutionary branching. • 1947, Bernhard Rensch introduced the term Kladogenesis in his German book Neuere Probleme der Abstammungslehre Die transspezifische Evolution, translated into English in 1959 as Evolution Above the Species Level (still using the same spelling). • 1949, Jackknife resampling, Maurice Quenouille (foreshadowed in '46 by Mahalanobis and extended in '58 by Tukey), precursor concept. • 1950, Willi Hennig's classic formalization. Hennig is considered the founder of phylogenetic systematics, and published his first works in German of this year. He also asserted a version of the parsimony principle, stating that the presence of amorphous characters in different species 'is always reason for suspecting kinship, and that their origin by convergence should not be presumed a priori'. This has been considered a foundational view of phylogenetic inference. • 1952, William Wagner's ground plan divergence method. • 1957, Julian Huxley adopted Rensch's terminology as "cladogenesis" with a full definition: "Cladogenesis I have taken over directly from Rensch, to denote all splitting, from subspeciation through adaptive radiation to the divergence of phyla and kingdoms." With it he introduced the word "clades", defining it as: "Cladogenesis results in the formation of delimitable monophyletic units, which may be called clades." • 1963, first attempt to use ML (maximum likelihood) for phylogenetics, Edwards and Cavalli-Sforza. • 1965 • Camin-Sokal parsimony, first parsimony (optimization) criterion and first computer program/algorithm for cladistic analysis both by Camin and Sokal. • Character compatibility method, also called clique analysis, introduced independently by Camin and Sokal (loc. cit.) and E. O. Wilson. • 1966 • English translation of Hennig. • "Cladistics" and "cladogram" coined (Webster's, loc. cit.) • 1969 • Dynamic and successive weighting, James Farris. • Wagner parsimony, Kluge and Farris. • CI (consistency index), Kluge and Farris. • 1970, Wagner parsimony generalized by Farris. • 1971 • First successful application of ML (maximum likelihood) to phylogenetics (for protein sequences), Neyman. • Fitch parsimony, Walter M. Fitch. These gave way to the most basic ideas of maximum parsimony. Fitch is known for his work on reconstructing phylogenetic trees from protein and DNA sequences. His definition of orthologous sequences has been referenced in many research publications. • NNI (nearest neighbour interchange), first branch-swapping search strategy, developed independently by Robinson and Moore et al. • ME (minimum evolution), Kidd and Sgaramella-Zonta (it is unclear if this is the pairwise distance method or related to ML as Edwards and Cavalli-Sforza call ML "minimum evolution"). • 1972, Adams consensus, Adams. • 1976, prefix system for ranks, Farris. • 1977, Dollo parsimony, Farris. • 1979 • Nelson consensus, Nelson. • MAST (maximum agreement subtree)((GAS) greatest agreement subtree), a consensus method, Gordon. • Bootstrap, Bradley Efron, precursor concept. • 1980, PHYLIP, first software package for phylogenetic analysis, Joseph Felsenstein. A free computational phylogenetics package of programs for inferring evolutionary trees (phylogenies). One such example tree created by PHYLIP, called a "drawgram", generates rooted trees. This image shown in the figure below shows the evolution of phylogenetic trees over time. • 1981 • Majority consensus, Margush and MacMorris. • Strict consensus, Sokal and Rohlffirst computationally efficient ML (maximum likelihood) algorithm. Felsenstein created the Felsenstein Maximum Likelihood method, used for the inference of phylogeny which evaluates a hypothesis about evolutionary history in terms of the probability that the proposed model and the hypothesized history would give rise to the observed data set. • 1982 • PHYSIS, Mikevich and Farris • Branch and bound, Hendy and Penny • 1985 • First cladistic analysis of eukaryotes based on combined phenotypic and genotypic evidence Diana Lipscomb. • First issue of Cladistics. • First phylogenetic application of bootstrap, Felsenstein. • First phylogenetic application of jackknife, Scott Lanyon. • 1986, MacClade, Maddison and Maddison. • 1987, neighbor-joining method Saitou and Nei • 1988, Hennig86 (version 1.5), Farris • Bremer support (decay index), Bremer. • 1989 • RI (retention index), RCI (rescaled consistency index), Farris. • HER (homoplasy excess ratio), Archie. • 1990 • combinable components (semi-strict) consensus, Bremer. • SPR (subtree pruning and regrafting), TBR (tree bisection and reconnection), Swofford and Olsen. • 1991 • DDI (data decisiveness index), Goloboff. • First cladistic analysis of eukaryotes based only on phenotypic evidence, Lipscomb. • 1993, implied weighting Goloboff. • 1994, reduced consensus: RCC (reduced cladistic consensus) for rooted trees, Wilkinson. • 1995, reduced consensus RPC (reduced partition consensus) for unrooted trees, Wilkinson. • 1996, first working methods for BI (Bayesian Inference) independently developed by Li, Mau, and Rannala and Yang and all using MCMC (Markov chain-Monte Carlo). • 1998, TNT (Tree Analysis Using New Technology), Goloboff, Farris, and Nixon. • 1999, Winclada, Nixon. • 2003, symmetrical resampling, Goloboff. • 2004, 2005, similarity metric (using an approximation to Kolmogorov complexity) or NCD (normalized compression distance), Li et al., Cilibrasi and Vitanyi. == Uses of phylogenetic analysis ==

Pharmacology One use of phylogenetic analysis involves the pharmacological examination of closely related groups of organisms. Advances in cladistics analysis through faster computer programs and improved molecular techniques have increased the precision of phylogenetic determination, allowing for the identification of species with pharmacological potential. Historically, phylogenetic screens for pharmacological purposes were used in a basic manner, such as studying the Apocynaceae family of plants, which includes alkaloid-producing species like Catharanthus, known for producing vincristine, an antileukemia drug. Modern techniques now enable researchers to study close relatives of a species to uncover either a higher abundance of important bioactive compounds (e.g., species of Taxus for taxol) or natural variants of known pharmaceuticals (e.g., species of Catharanthus for different forms of vincristine or vinblastine). Biodiversity Phylogenetic analysis has also been applied to biodiversity studies within the fungi family. Phylogenetic analysis helps understand the evolutionary history of various groups of organisms, identify relationships between different species, and predict future evolutionary changes. Emerging imagery systems and new analysis techniques allow for the discovery of more genetic relationships in biodiverse fields, which can aid in conservation efforts by identifying rare species that could benefit ecosystems globally. Infectious disease epidemiology Whole-genome sequence data from outbreaks or epidemics of infectious diseases can provide important insights into transmission dynamics and inform public health strategies. Traditionally, studies have combined genomic and epidemiological data to reconstruct transmission events. However, recent research has explored deducing transmission patterns solely from genomic data using phylodynamics, which involves analyzing the properties of pathogen phylogenies. Phylodynamics uses theoretical models to compare predicted branch lengths with actual branch lengths in phylogenies to infer transmission patterns. Additionally, coalescent theory, which describes probability distributions on trees based on population size, has been adapted for epidemiological purposes. Another source of information within phylogenies that has been explored is "tree shape." These approaches, while computationally intensive, have the potential to provide valuable insights into pathogen transmission dynamics. The structure of the host contact network significantly impacts the dynamics of outbreaks, and management strategies rely on understanding these transmission patterns. Pathogen genomes spreading through different contact network structures, such as chains, homogeneous networks, or networks with super-spreaders, accumulate mutations in distinct patterns, resulting in noticeable differences in the shape of phylogenetic trees, as illustrated in Fig. 1. Researchers have analyzed the structural characteristics of phylogenetic trees generated from simulated bacterial genome evolution across multiple types of contact networks. By examining simple topological properties of these trees, researchers can classify them into chain-like, homogeneous, or super-spreading dynamics, revealing transmission patterns. These properties form the basis of a computational classifier used to analyze real-world outbreaks. Computational predictions of transmission dynamics for each outbreak often align with known epidemiological data. Different transmission networks result in quantitatively different tree shapes. To determine whether tree shapes captured information about underlying disease transmission patterns, researchers simulated the evolution of a bacterial genome over three types of outbreak contact networks—homogeneous, super-spreading, and chain-like. They summarized the resulting phylogenies with five metrics describing tree shape. Figures 2 and 3 illustrate the distributions of these metrics across the three types of outbreaks, revealing clear differences in tree topology depending on the underlying host contact network. Super-spreader networks give rise to phylogenies with higher Colless imbalance, longer ladder patterns, lower Δw, and deeper trees than those from homogeneous contact networks. Trees from chain-like networks are less variable, deeper, more imbalanced, and narrower than those from other networks. Scatter plots can be used to visualize the relationship between two variables in pathogen transmission analysis, such as the number of infected individuals and the time since infection. These plots can help identify trends and patterns, such as whether the spread of the pathogen is increasing or decreasing over time, and can highlight potential transmission routes or super-spreader events. Box plots displaying the range, median, quartiles, and potential outliers datasets can also be valuable for analyzing pathogen transmission data, helping to identify important features in the data distribution. They may be used to quickly identify differences or similarities in the transmission data. Phylogenetic tools and representations (trees and networks) can also be applied to philology, the study of the evolution of oral languages and written text and manuscripts, such as in the field of quantitative comparative linguistics. Computational phylogenetics can be used to investigate a language as an evolutionary system. The evolution of human language closely corresponds with human's biological evolution which allows phylogenetic methods to be applied. The concept of a "tree" serves as an efficient way to represent relationships between languages and language splits. It also serves as a way of testing hypotheses about the connections and ages of language families. For example, relationships among languages can be shown by using cognates as characters. The phylogenetic tree of Indo-European languages shows the relationships between several of the languages in a timeline, as well as the similarity between words and word order. There are three types of criticisms about using phylogenetics in philology, the first arguing that languages and species are different entities, therefore you can not use the same methods to study both. The second being how phylogenetic methods are being applied to linguistic data. And the third, discusses the types of data that is being used to construct the trees. The same process can be applied to texts and manuscripts. In Paleography, the study of historical writings and manuscripts, texts were replicated by scribes who copied from their source and alterations - i.e., 'mutations' - occurred when the scribe did not precisely copy the source. Phylogenetics has been applied to archaeological artefacts such as the early hominin hand-axes, late Palaeolithic figurines, Neolithic stone arrowheads, Bronze Age ceramics, and historical-period houses. Bayesian methods have also been employed by archaeologists in an attempt to quantify uncertainty in the tree topology and divergence times of stone projectile point shapes in the European Final Palaeolithic and earliest Mesolithic. == See also ==