Few would argue with the assertion that within the practice of comparative morphology, the comparison of shapes is fundamental to any line of synthesis in paleontology. Yet the common act of such a comparison involves a great range of judgments concerning the homology, correspondence and divergence of form of various parts of any two related shapes. Considerations of similarity must include the scalar effects of size and material, the conversion of proportions as descriptive geometric dimensions to those useful numerical values that will be represented as ratios of measured distance (relative or compared against a standard), and, by no means insignificant, the judgment about the design or functional geometry implicit in the static as well as dynamic systems being measured. This review is concerned with these considerations and with quantitative comparisons of biological shape wherein some parts of specimens obviously have changed and others parts have not.

Applications of the species-area equation to studies of fluctuations in Phanerozoic diversity have great promise but can involve questionable assumptions. Sepkoski's (1976) analysis of marine diversity throughout the Phanerozoic record assumes that total rock volume is a sufficient measure of sampling efficiency and that an isomorphous equation is appropriate for all of Phanerozoic time. The area of marine sedimentary rock and the area of continental seas are not independent variables. Residual variation in diversity (that which remains after subtracting the effects of rock volume) might be explained by either the species-area relationship or by another component of sampling efficiency. A species-area equation in which the slope (z) and intercept (k) are assumed constant receives mixed support from arguments based on Recent terrestrial and aquatic organisms. Observed z-values cluster near a value of 0.30 despite a wide taxonomic range, but are generally below those found for the Phanerozoic record. Temporal fluctuations in k values, in response to changes in the area of continental seas, may produce elevated estimates of z.

The Westermann Morphospace method displays fundamental morphotypes and hypothesized life modes of measured ammonoid fossils in a ternary diagram. It quantitatively describes shell shape, without assumption of theoretical coiling laws, in a single, easy-to-read diagram. This allows direct comparison between data sets presented in Westermann Morphospace, making it an ideal tool to communicate morphology. By linking measured shells to hypothesized life modes, the diagram estimates ecospace occupation of the water column. Application of this new method is demonstrated with Mesozoic data sets from monographs. Temporal variation, intraspecies variation, and ontogenetic variation are considered. This method can address hypothetical ecospace occupation in collections with tight stratigraphic, lithologic, and abundance control, even when taxonomy is in dispute.

Bipedalism evolved more than twice among archosaurs, and it is a characteristic of basal dinosaurs and a prerequisite for avian flight. Nevertheless, the reasons for the evolution of bipedalism among archosaurs have barely been investigated. Comparative analysis using phylogenetically independent contrasts showed a significant correlation between bipedality (relative length of forelimb) and cursoriality (relative length of metatarsal III) among Triassic archosaurs. This result indicates that, among Triassic archosaurs, bipeds could run faster than quadrupeds. Bipedalism is probably an adaptation for cursoriality among archosaurs, which may explain why bipedalism evolved convergently in the crocodilian and bird lineages. This result also indicates that the means of acquiring cursoriality may differ between archosaurs and mammals.

Ecotypic correlations between stable isotopic signals and skeletal size indicate that some Late Cretaceous serial planktic foraminifera were strongly photosymbiotic. In contrast, coeval trochospiral planktic foraminifera do not exhibit the isotope/size signatures that typify strongly photosymbiotic species. Comparison to Cenozoic taxa demonstrates that photosymbiosis has recurred throughout planktic foraminiferal history and has evolved independently in superfamilies characterized by very different gross skeletal morphologies. The historical contingency of that evolution is illustrated by the consequences of the Cretaceous/Paleogene mass extinction, which terminated the Cretaceous lineages of photosymbiotic planktic foraminifera but did not permanently extinguish photosymbiont reliance by planktic foraminifera.

Nipponites, a Late Cretaceous nostoceratid ammonite, shows a peculiar meandering shell growth in the middle-late stage. Assuming neutral buoyancy, and a constant aperture angle relative to the sea bottom, meandering growth of this ammonite was modeled by computer simulation. In this model, the meandering shell growth is controlled by regulation of life orientation. The remarkable similarity in the coiling modes and rib obliquity patterns between the computer-simulated and actual specimens strongly suggests a free living mode of life in Nipponites with an approximately neutral buoyancy. The simulation also suggests that morphological saltation from a simple helicoid form like Eubostrychoceras japonicum to a meandering shell form like Nipponites occurred abruptly without any intermediate form by minor change of the upper and lower limits of growth direction.

Deep-sea submersible observations made in the Bahamas revealed interactions between the stalked crinoid Endoxocrinus parrae and the cidaroid sea urchin Calocidaris micans. The in situ observations include occurrence of cidaroids within “meadows” of sea lilies, close proximity of cidaroids to several upended isocrinids, a cidaroid perched over the distal end of the stalk of an upended isocrinid, and disarticulated crinoid cirri and columnals directly underneath a specimen of C. micans. Guts of two C. micans collected from the crinoid meadow contain up to 70% crinoid material. Two of three large museum specimens of another cidaroid species, Histocidaris nuttingi, contain 14–99% crinoid material.

A comparison of cidaroid gut contents with local sediment revealed significant differences: sediment-derived material consists of single crinoid ossicles often abraded and lacking soft tissue, whereas crinoid columnals, cirrals, brachials, and pinnulars found in the cidaroids are often articulated, linked by soft tissue, and unabraded. Furthermore, articulated, multi-element fragments often show a mode of fracture characteristic of fresh crinoid material. Taken together, these data suggest that cidaroids prey on live isocrinids.

We argue that isocrinid stalk-shedding, whose purpose has remained a puzzle, and the recently documented rapid crawling of isocrinids are used in escaping benthic predators: isocrinids sacrifice and shed the distal stalk portion when attacked by cidaroids and crawl away, reducing the chance of a subsequent encounter. If such predation occurred throughout the Mesozoic and Cenozoic (possibly since the mid-Paleozoic), several evolutionary trends among crinoids might represent strategies to escape predation by slow-moving benthic predators.

The effect of preservational quality on paleoecologic studies is evaluated quantitatively by using data from 83 fossil collections. These collections are from a restricted Cretaceous time interval (Haustator bilira Assemblage Zone) of Maestrichtian Age and are from the Eastern Gulf Coastal Plain Province. In all, 32,335 specimens were identified, resulting in recognition of 643 different taxa. Each collection was categorized into one of six preservational types, ranging from those in which both aragonite and calcite shells are well preserved to those having only calcite shells preserved.

Statistical comparisons reveal that preservation affects the faunal makeup of these collections. Specifically, collections in which both aragonite and calcite are well preserved have more taxa than collections of poorer preservational quality and contain faunal elements not found in other collections.

These two effects can confound paleoecologic studies of endemism, eurytopy vs. stenotopy, species longevity and other studies of the distribution of organisms in space and time. These effects are especially significant for studies based on presence/absence data, such as published faunal lists and selectively collected samples. In such studies, collections of good preservational quality may be interpreted to represent strata of high diversity, taxa having the more durable hard parts will appear to be widespread and long ranging, and taxa that are preserved only in collections of the best preservational quality will appear stenotopic, endemic, and rare.

The proposition is presented that the large thecae of many Paleozoic crinoids housed gonads, unlike modern crinoids that have the gonads on the arms or pinnules. Early in their history, inadunate crinoid gonads migrated into a voluminous anal sac, effectively separating them from other vital organs. Excision of the sac by predatory fishes and cephalopods would have been less traumatic than an attack on the theca, and the sac could be more readily regenerated. The pores and slits between plates on inadunate sacs are interpreted as gonopores. Some anal sacs may also have served as brood chambers. The traditional explanation of the sac as a special respiratory structure is discounted.

There is growing evidence that changes in deep-sea benthic ecosystems are modulated by climate changes, but most evidence to date comes from the North Atlantic Ocean. Here we analyze new ostracod and published foraminiferal records for the last 250,000 years on Shatsky Rise in the North Pacific Ocean. Using linear models, we evaluate statistically the ability of environmental drivers (temperature, productivity, and seasonality of productivity) to predict changes in faunal diversity, abundance, and composition. These microfossil data show glacial-interglacial shifts in overall abundances and species diversities that are low during glacial intervals and high during interglacials. These patterns replicate those previously documented in the North Atlantic Ocean, suggesting that the climatic forcing of the deep-sea ecosystem is widespread, and possibly global in nature. However, these results also reveal differences with prior studies that probably reflect the isolated nature of Shatsky Rise as a remote oceanic plateau. Ostracod assemblages on Shatsky Rise are highly endemic but of low diversity, consistent with the limited dispersal potential of these animals. Benthic foraminifera, by contrast, have much greater dispersal ability and their assemblages at Shatsky Rise show diversities typical for deep-sea faunas in other regions.

Statistical analyses also reveal ostracod-foraminferal differences in relationships between environmental drivers and biotic change. Rarefied diversity is best explained as a hump-shaped function of surface productivity in ostracods, but as having a weak and positive relationship with temperature in foraminifera. Abundance shows a positive relationship with both productivity and seasonality of productivity in foraminifera, and a hump-shaped relationship with productivity in ostracods. Finally, species composition in ostracods is influenced by both temperature and productivity, but only a temperature effect is evident in foraminifera. Though complex in detail, the global-scale link between deep-sea ecosystems and Quaternary climate changes underscores the importance of the interaction between the physical and biological components of paleoceanographical research for better understanding the history of the biosphere.

Dickinsonia is reconstructed as a benthic polypoid of generally cnidarian design. The oral surface was without tentacles but contained a median oral slit that probably led through a pharynx into an enteron, which was divided into digestive diverticulae by radiating mesenteries; feeding may have been via ciliary tracts. The mesenteries and body wall contained a stiff form of mesogloea. There seems to be no need to postulate a novel constructional grade for this organism, bringing the concept of the Vendozoa into question.

Arcoid bivalves occupy an intermediate position, in terms both of morphology and of adaptive range between the Pterioida and the Veneroida. The range and limits of arcoid adaptations are related to the growth patterns of their shells. Both the arcoid hinge and ligament grow by the serial repetition of simple structures, in contrast with the development of more specialized, complex structures in other groups. These simple growth patterns place significant mechanical constraints on the range of possible shell forms. Most arcoids live in moderately unstable environments, where they are liable to be excavated or detached from their substrates. Many employ recovery strategies, being adapted to regain their life positions. However, a variety of specialized forms, convergent on other groups of bivalves, have become adapted to avoid being dislodged in the first place. Thus, intrinsic growth patterns and substrate relationships have been the major factors in the evolution of the Arcoida.

Morphological evolution in the Late Cretaceous (Maastrichtian) Contusotruncana lineage of planktonic foraminifera was studied at DSDP Sites 525 (South Atlantic) and 384 (North Atlantic). A multivariable approach was used to separate aspects of form controlled by geographical variation (size, spiral roundness of the test, percentage of kummerform specimens) from those due to changes that occurred simultaneously in geographically distant populations of the lineage (shell conicity, number of chambers in the last whorl).

A gradual increase in mean shell conicity was observed over the last 3 million years of the Cretaceous. It arose from the combination of a rapid development of highly conical shells after 68.5 Ma and a long-term trend of progressive disappearance of the ancestral morphotype. Therefore, despite the gradual change in “mean form,” the morphological evolution in the Contusotruncana lineage differs from the classical image of phyletic gradualism. The gradual increase in mean shell conicity in the lineage was accompanied by a remarkable decrease in its absolute abundance (shell accumulation rate), suggesting that the changes in shell morphology might not have been neutral with respect to natural selection. Apparently, gradual change in “mean form” of fossil lineages does not require an equally gradual development of morphological novelties. It may be caused by natural selection operating on a constant range of variation in populations living in environments without geographical barriers.

Fossil marine lineages are generally expected to exhibit long-term trends of increasing body size because of inherent fitness advantages or secular changes in environmental conditions. Because empirical documentation of this trend during the Paleozoic has been lacking for most taxonomic groups, the magnitude, timing, and taxonomic breadth of the trend have remained elusive. This study uses the largest existing database of fossil invertebrate sizes from four faunally important phyla to document ecosystem-wide size trends in well-preserved biotas from deep-subtidal, soft-substrate assemblages during the Cambrian through Devonian. Size of type specimens was measured along standard body axes from monographic plates and converted to body volume by using a broadly applicable empirical regression. Results demonstrate that mean body size (herein volume) of individual genera doubles during this interval, especially from the Late Ordovician through Early Devonian. The timing is gradual in spite of major radiations and extinctions, and the increase is primarily attributable to a net increase in the three-dimensionality of genera. The overall increase is not caused by replacement among clades because increases are widespread among arthropods, brachiopods, and echinoderms, at the phylum and class levels; in contrast, mollusks do not display a net size change at either taxonomic level. The increase is also more pronounced in microbivores than in carnivores. Combined with known environmental changes during this interval, and especially records of carbon dioxide, these trends provide support for the claim that primary productivity increased during the early to mid Paleozoic.

A general model of taxonomic diversity, incorporating diversity-dependent rates of origination and extinction, is constructed to examine the dynamic responses of diversity to perturbation. The model predicts that the trajectories of diversification increase and decrease are substantially different. The trajectories of diversity during disequilibrium conditions are displayed in phase diagrams to permit a simple graphical analysis of stability. A positive displacement of diversity from equilibrium results in a rapid decline in diversity and may involve an initial overshoot of the equilibrium condition. A negative displacement of equal magnitude results in a gradual increase in diversity. The model is expressed as a nonlinear difference equation to incorporate intrinsically a delay time due to the characteristic noninstantaneous response of origination and extinction. The model initially assumes a parabolic curve expressing total taxon origination rate as a function of diversity. A second model, constructed assuming a sigmoidal total taxon origination rate derived from considerations of allopatric speciation, enhances the asymmetry of the diversity response. The delayed recovery of the Triassic fauna is shown to be characteristic of return to equilibrium from an undersaturated condition, whereas the more rapid “catastrophic” decline in the Late Permian fauna is shown to be characteristic of return to equilibrium from the oversaturated condition. It is proposed, although not assumed, that perturbation may include a degree of selectivity related to the dispersal abilities of organisms, thereby enhancing the observed asymmetry.

Four independent lines of evidence, (1) the quality of specimen preservation, (2) taxonomic collection curves, (3) molecular divergence estimates, and (4) ghost lineage analysis of a genus-level cladogram, point to echinoids having a much poorer fossil record in the Triassic than in the Lower Jurassic. Furthermore, preservational differences between Triassic and Lower Jurassic echinoids have remained a consistent feature over 160 years of discovery. Differences exist in how effectively paleontologists have collected the fauna from available outcrops in the Triassic and Lower Jurassic. Collection curves suggest that rocks have been more efficiently searched for their fossils in Europe than elsewhere in the world, and that Lower Jurassic faunas are better sampled from available outcrop than Triassic faunas. The discovery of Triassic taxa has quickened in pace over the past 4 decades (though largely driven by a single Lagerstätte—the St. Cassian beds) while discoveries of new taxa from the Lower Jurassic have slowed. Molecular analysis of extant families and ghost lineage analysis of Triassic and Lower Jurassic genera both point to poorer sampling of Triassic faunas. This difference in the quality of the fossil record may be partially explained by differences in rock outcrop area, as marine sedimentary rocks are much less common in the Triassic than in the Lower Jurassic. However, improving biomechanical design of the echinoid test over this critical time interval was probably as important, and better explains observed preservational trends. Changes in the quality of the echinoid fossil record were thus driven as much by intrinsic biological factors as by sampling patterns.

Temporal patterns in species occupancy and geographic range size are a major topic in evolutionary ecology research. Here we investigate these patterns in Pliocene to Recent large mammal species and genera in Western Eurasia. By using an extensively sampled fossil record including some 700 fossil localities, we found occupancy and range size trajectories over time to be predominantly peaked among both species and genera, meaning that occupancy and range size reached their maxima midway along taxon existence. These metrics are strongly correlated with each other and to body size, after phylogeny is accounted for by using two different phylogenetic topologies for both species and genera. Phylogenetic signal is strong in body size, and weaker but significant in both occupancy and range size mean values among genera, indicating that these variables are heritable. The intensity of phylogenetic signal is much weaker and often not significant at the species level. This suggests that within genera, occupancy and range size are somewhat variable. However, sister taxa inherit geographic position (the center of their geographic distribution). Taken together, the latter two results indicate that sister species occupy similar positions on the earth's surface, and that the expansion of the geographic range during the existence of a given genus is driven by range expansion of one or more of the species it includes, rather than simply being the summation of these species ranges.

A new account of the mechanical action of the heterocercal tail in fishes is given, developed from study of the swimming of sharks. The heterocercal tail is capable of delivering a thrust that can be oriented in a wide range of angles in the vertical plane. The orientation results from a balance of forces acting in the tail. Normally the heterocercal tail delivers neither an epibatic nor a hypobatic thrust, but rather one directly through the center of gravity of the fish. On the basis of the new account, predictions concerning the shape and proportions of the heterocercal tail are made and tested.

Growth of the colony is a basic element of morphological evolution and life history in cheilostome bryozoans. Here we consider the occurrence of different modes of growth in encrusting cheilostomes through geologic time and in well-studied living associations. We assess patterns of zooid formation by direct examination of skeletal characters in species from nearly all diverse fossil assemblages reported from North America and quantify within-assemblage diversities and abundance rankings for fossil encrusting species with different modes of growth. These data document macroevolutionary trends showing a transition from dominance of an apparently primitive mode of budding in the Early Cretaceous to derived modes through the Tertiary. The trends are characterized by their long duration and apparent convergence among systematic subgroups within the Cheilostomata. We then consider the validity of our observations as adaptive trends. Patterns of ecological dominance among living and fossil species indicate that different patterns of zooid formation are important determinants of success of colonies as reflected by their abundance, competitive ability, survivorship, and recovery from injury or predation. The consistency of the long-term trends and evidence for the existence of ecological mechanisms in fossil assemblages suggest a major evolutionary role for biotic interactions.

Using tangential thin sections, we examined variation in porosity and water vapor conductance across two eggs of Troodon formosus, a small (∼50 kg) theropod dinosaur from the North American Upper Cretaceous, testing two hypotheses of egg incubation: (1) full burial within sediments or vegetation and (2) partial burial with exposed upper egg portions. We divided and sampled the eggs in five zones, 1 through 5 from blunt top to more pointed bottom. A geometric model composed of a hemisphere, cone, and paraboloid was used to estimate total and zonal volumes and surface areas. The 138 × 67 mm idealized Troodon egg has a volume, surface area, and mass of 296.4 cm3, 239.23 cm2, and 314.2 g, respectively. Zonal surface areas and volumes highlight the strongly asymmetric and elongate form of the Troodon egg. Geometric modeling provides better estimates of volume and surface area where egg shape diverges markedly from that of a typical bird egg. Porosity varies significantly across both Troodon eggs, with zones 2 and 3 having the largest pores and a majority (70–78%) of total conductance, whereas zone 5 has very low conductance. Total water vapor conductance in the two eggs are 31.85 and 40.62 mg H2O day− Torr−, values 76% and 97% of those predicted for an avian egg of similar size. Low total conductance compares favorably to values in extant birds and non-avian reptiles that incubate in open nests, arguing against full burial incubation. Together with nesting site evidence, low conductance values favor partial burial and incubation by a Troodon adult. Asymmetric egg shape concentrates volume, surface area, and conductance near or at the point of subaerial exposure. Among non-avian dinosaurs, the eggs of Troodon and troodontids are most similar to those of modern birds in having an asymmetric shape, low porosity, no ornamentation, and three structural eggshell layers.