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An Updated Classification of the Recent Crustacea

An Updated Classification of the Recent Crustacea

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ancestral crustacean is <strong>of</strong> course not completely settled,<br />

and <strong>the</strong>re are published arguments for presenting<br />

ei<strong>the</strong>r <strong>the</strong> Cephalocarida or <strong>the</strong> Remipedia<br />

as <strong>the</strong> most primitive group <strong>of</strong> living crustaceans.<br />

There have also been, from time to time, hypo<strong>the</strong>ses<br />

presented where o<strong>the</strong>r groups <strong>of</strong> crustaceans<br />

have occupied a basal position (e.g., McKenzie,<br />

1991, postulated a bradoriid ostracode origin for<br />

all o<strong>the</strong>r crustaceans).<br />

In favor <strong>of</strong> depicting remipedes as <strong>the</strong> most primitive<br />

class are <strong>the</strong> works <strong>of</strong> Schram (1986), Brusca<br />

and Brusca (1990), Briggs et al. (1993a), Schram<br />

and H<strong>of</strong> (1998), Wills (1997), and Wills et al.<br />

(1998), all based on cladistic analyses <strong>of</strong> morphological<br />

characters from extant and extinct forms.<br />

Also supporting this view is <strong>the</strong> phylogeny presented<br />

by Jamieson (1991a) based on sperm ultrastructure,<br />

in which <strong>the</strong> Remipedia is <strong>the</strong> most basal <strong>of</strong><br />

<strong>the</strong> crustacean groups. (It should be noted, however,<br />

that Jamieson’s study is not purely independent<br />

<strong>of</strong> o<strong>the</strong>r phylogenies in that his figure is actually<br />

an overlay <strong>of</strong> <strong>the</strong> various sperm types on top<br />

<strong>of</strong> <strong>the</strong> classification <strong>of</strong>fered by Schram in 1986.)<br />

Thus, <strong>the</strong>re are workers at several independent laboratories<br />

whose studies have indicated that remipedes<br />

occupy <strong>the</strong> most basal position among <strong>the</strong><br />

crustaceans, and several textbooks have followed<br />

this arrangement as well (e.g., Hickman et al.,<br />

1996: 401, figs. 20–30; Brusca and Brusca, 1990).<br />

Molecular evidence concerning where remipedes<br />

belong has been maddeningly difficult to obtain.<br />

Regier and Schultz (1998b) could not say with certainty<br />

(using EF-1), and Spears and Abele (1997)<br />

were equally unsure (using 18S rDNA). Emerson<br />

and Schram (1990, 1997) have also suggested that<br />

crustacean biramous limbs arose from fusion <strong>of</strong> adjacent<br />

uniramous limbs, and this has a bearing on<br />

<strong>the</strong> placement <strong>of</strong> remipedes relative to o<strong>the</strong>r crustacean<br />

groups as well (discussed fur<strong>the</strong>r in Schram<br />

and H<strong>of</strong>, 1998, but see Spears and Abele, 1997). It<br />

should also be pointed out that at least one publication<br />

(Moura and Christ<strong>of</strong>fersen, 1996) suggests<br />

that <strong>the</strong> Remipedia are a derived assemblage that<br />

may be <strong>the</strong> sister group to <strong>the</strong> Tracheata (terrestrial<br />

mandibulates).<br />

In support <strong>of</strong> cephalocarids occupying <strong>the</strong> most<br />

basal position among extant crustaceans are some<br />

surely primitive external morphological features.<br />

These features include <strong>the</strong> flattened and ‘‘Orstenlike’’<br />

limbs, <strong>the</strong> lack <strong>of</strong> differentiation <strong>of</strong> <strong>the</strong> second<br />

maxilla (also shared with some <strong>of</strong> <strong>the</strong> Orsten crustaceans),<br />

and relatively anamorphic development.<br />

Hessler (1992) reviewed early considerations <strong>of</strong> <strong>the</strong><br />

placement <strong>of</strong> <strong>the</strong> cephalocarids with respect to o<strong>the</strong>r<br />

crustaceans. He concluded, based on <strong>the</strong> morphology<br />

<strong>of</strong> some <strong>of</strong> <strong>the</strong> Upper Cambrian ‘‘Orsten’’<br />

fauna <strong>of</strong> Sweden and in comparison with remipedes<br />

and o<strong>the</strong>r crustaceans, that <strong>the</strong> argument for placing<br />

cephalocarids at <strong>the</strong> base <strong>of</strong> <strong>the</strong> crustacean lineage<br />

is still strong (see also Walossek, 1993; Moura<br />

and Christ<strong>of</strong>fersen, 1996). In Hessler’s words,<br />

‘‘among living crustaceans, cephalocarids still best<br />

personify what <strong>the</strong> ur-crustacean must have looked<br />

like.’’ Hessler (1992) also made <strong>the</strong> point, with<br />

which we agree, that remipedes are quite specialized,<br />

and he found it ‘‘impossible to accept <strong>the</strong><br />

claim that <strong>the</strong> Remipedia better approximates <strong>the</strong><br />

ur-crustacean.’’ However, cephalocarids face problems<br />

as primitive crustaceans as well. Schram and<br />

H<strong>of</strong> (1998) point out some cephalocarid features<br />

<strong>the</strong>y consider highly derived, and molecular studies<br />

(e.g., Spears and Abele, 1997; Regier and Schultz,<br />

1998b) and spermatological data (especially lack <strong>of</strong><br />

a flagellum; see Jamieson, 1991a) do not place cephalocarids<br />

basal to o<strong>the</strong>r crustacean taxa (although<br />

in fairness, <strong>the</strong> EF-1 data <strong>of</strong> Regier and<br />

Shultz do not decisively place cephalocarids elsewhere,<br />

ei<strong>the</strong>r). We have not followed <strong>the</strong> suggestion<br />

<strong>of</strong> Hessler (1992) to revive <strong>the</strong> taxon Thoracopoda<br />

to include <strong>the</strong> cephalocarids, branchiopods, and<br />

malacostracans (based on <strong>the</strong>ir shared possession <strong>of</strong><br />

an epipod on <strong>the</strong> trunk limbs).<br />

What Are <strong>the</strong> Relationships Among <strong>the</strong> Classes?<br />

This question is closely related to <strong>the</strong> issues raised<br />

above. In fact, most <strong>of</strong> <strong>the</strong> competing phylogenetic<br />

hypo<strong>the</strong>ses for class-level relationships have already<br />

been alluded to in earlier sections (e.g., in <strong>the</strong> sections<br />

‘‘Cladistics and <strong>Classification</strong> <strong>of</strong> <strong>the</strong> <strong>Crustacea</strong>’’<br />

and ‘‘Molecular Systematics and <strong>Classification</strong><br />

<strong>of</strong> <strong>the</strong> <strong>Crustacea</strong>,’’ and under <strong>the</strong> above three questions<br />

on crustacean monophyly, number <strong>of</strong> classes,<br />

and most primitive class). Ra<strong>the</strong>r than attempt a<br />

discussion <strong>of</strong> <strong>the</strong> many competing hypo<strong>the</strong>ses for<br />

<strong>the</strong> relationships within and among <strong>the</strong> various<br />

classes, we have opted to treat each group individually<br />

below. We also refer <strong>the</strong> reader to <strong>the</strong> reviews<br />

by Wills et al. (1998) and Schram and H<strong>of</strong> (1998),<br />

both in Edgecombe (editor, 1998, Arthropod Fossils<br />

and Phylogeny), and to <strong>the</strong> review <strong>of</strong> 18S rDNA<br />

studies by Spears and Abele (1997).<br />

Concerning authorship <strong>of</strong> <strong>the</strong> name <strong>Crustacea</strong>,<br />

although most workers credit Pennant (1777), Lipke<br />

Holthuis, in a detailed and well-researched footnote<br />

to his FAO volume on marine lobsters (Holthuis,<br />

1991), noted that <strong>the</strong> first usage was actually<br />

that <strong>of</strong> Brünnich in 1772. We have followed Holthuis’<br />

(1991) suggestion and have credited Brünnich<br />

(1772) with authorship <strong>of</strong> this taxon.<br />

CLASS BRANCHIOPODA<br />

Virtually all evidence points to <strong>the</strong> fact that <strong>the</strong><br />

branchiopods are a strongly supported monophyletic<br />

group, despite <strong>the</strong> staggering diversity <strong>of</strong> extant<br />

forms (e.g., see Martin, 1992). Lines <strong>of</strong> evidence<br />

indicating branchiopod monophyly include<br />

sperm morphology (Wingstrand, 1978), larval<br />

characters (e.g., Sanders, 1963), feeding apparatus<br />

(Walossek, 1993), adult characters (e.g., Negrea et<br />

al., 1999), and 18S rDNA sequence data (Spears<br />

and Abele, 1997, 1998, 1999a, b, 2000). However,<br />

<strong>the</strong> group’s tremendous morphological diversity<br />

and age (see Fryer, 1987a–c, 1999; Martin, 1992;<br />

Contributions in Science, Number 39 Rationale 15

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