8.1 Introduction
Approximately
three-fourths of all known animals are arthropods-they constitute the largest
phylum in the animal kingdom (estimated at well over one million extant
species). Forms familiar to us are the insects, spiders, crabs and trilobites.
Many of the first complex fossilized animals were arthropods and, if their
rapid adaptations to changing environments are any indication, arthropods will
probably be the last living animals on Earth. They have exploited every known
environment; arthropods are found at all depths in marine, brackish, and fresh
waters. They are common in hot springs, saline lakes, ephemeral ponds, and
underground rivers. On dry land they are found in deserts, forests, grasslands and
tundra. Many of the species are adapted to parasitism. Indeed, of all animals
with the possible exception of humans, the arthropods have made the greatest
impact on the Earth's biosphere.

Figure 8.1 Some of the main arthropod groups: a variety of forms based on a
simple body plan of a tough exoskeleton and jointed limbs (from Benton, 1997).
Arthropods have
segmented bodies with two or more distinct regions termed tagma. The body is
covered by a tough, sometimes flexible, chitinous exoskeleton that serves for
both protection and the attachment of muscles and other soft tissues. This
covering is a simple device that may explain in large part the startling
success of the group. It can be mineralized selectively to enhance its
protective function and yet maintain sufficient articulating ability. It is the
basis for a variety of arthropod innovations, from claws and antennae to wings.
In terrestrial arthropods, it serves as an excellent barrier to dehydration.
The external nature
of the exoskeleton does have one limitation-it does not grow continuously with
the internal soft parts of the animal. To increase in size, many arthropods
must periodically shed the exoskeleton and secrete a larger one, a process
known as molting or ecdysis. The discarded molts, or exuviae are often
preserved as fossils.
Each tagma of an
arthropod, including those fused together, typically bears a pair of jointed
appendages. In the head region, one or two pairs are modified into long sensory
structures called antennae or antennules. Tooth-like jaw appendages termed
mandibles, are also usually present. Maxillae are limbs in the head region that
are modified to pass food to the mouth. Most of the other appendages function
as walking or swimming limbs; in aquatic forms they may have attached gills. In
one group (the chelicerates), the first pair of appendages have pincer-like
arrangements at their tips termed chelicerae, and there are no antennae.
Arthropod
classification and phylogeny have always been controversial. It is obvious, for
many reasons that we cannot go into here, that the arthropods are all descended
from polychaete (Phylum Annelida; segmented, chitinous marine worms) ancestors.
The controversy centers around whether all the arthropod groups share a single
annelid ancestor, or if there have been several instances of annelid worms
giving rise to an "arthropod" group (most likely by the development
of tagma from the segmented condition). For years, conventional wisdom has held
that the Arthropoda constitute a polyphyletic group, and each major group of
arthropods therefore represents a separate phylum. More recent phylogenetic
work however, both molecular and morphological (based primarily on Cambrian and
other fossil taxa), seems to support arthropod monophyly. In this lab we will
therefore list Arthropoda as a superphylum, and the individual groups as
separate phyla. The phyla are Trilobitomorpha, Crustacea, Chelicerata and
Uniramia. There are also a number of minor and obviously related phyla that we
will not be able to cover. Incidentally, monophyly of the Arthropoda makes the
evolution of the arthropods the single largest adaptive radiation in the
history of eukaryotic life.
8.2 Phylum
Trilobita

Figure 8.2 Flexicalymene meeki, Waynesville Formation, Upper
Ordovician (from Levi-Setti, 1993)
Trilobites are
exclusively Paleozoic fossils found throughout the world. Though among the
earliest of the fossilized invertebrates, trilobites are in many ways the most
advanced of the already complex arthropods. Because of their extreme diversity
of form, and their abundance in certain rocks, trilobites are always popular
fossils for study.
The term
"trilobite" refers to the division of the anterior tagma into three
longitudinal parts: an axial lobe in the center, and two flanking pleural
lobes. Trilobites are also divided transversely into three tagma: the head
(cephalon), a middle section called the thorax, and a "tail",
properly termed the pygidium. Like most arthropods, these parts are covered
with a hard exoskeleton, which in trilobites is made of CaCO3,
chitin, and sometimes CaPO4.
The cephalon of
trilobites bears a variety of structures important for both the classification
of the phylum and for the interpretation of their life modes. The axial portion
of the cepahlon is inflated to varying degrees and termed the glabella. Most
members of the phylum have two eyes on either side of the glabella, each of
which usually contains several lenses. All trilobites, except the agnostids,
have facial sutures on the cephalon that mark where the exoskeleton would split
during ecdysis. These sutures are faint lines that follow three patterns;
protoparian and hypoparian sutures are confined to the cephalic margin.
Proparian sutures are mostly dorsal but do not meet the posterior dorsal margin
of the cephalon. Opisthoparian sutures are predominantly dorsal and do meet the
posterior dorsal cephalic margin. The portions of the cephalon on both sides of
the glabella and inside the boundaries of the proparian and opisthoparian
facial sutures are called fixed cheeks. The two dorsal cephalic parts outside
the sutures are termed free cheeks. The posterior lateral corners of the
cephalon sometimes bear a set of long extensions called genal spines. The
hypostome is a plate found on the underside of the cephalon in front of the
mouth.
The trilobite
thorax consists of at least two (usually many more) unfused, articulated
segments. Those portions that are part of the pleural lobes are called pleura
(singular pleuron). Pleural spines are pointed lateral extensions of the
pleura.
The pygidium of
trilobites is made of anywhere from one to thirty fused segments. It may also
bear spines along the margin.
Trilobite
appendages have only been found rarely-their exoskeleton was not mineralized
like the rest of the body. The limbs of some trilobites were biramous, meaning
that there were two appendages (exopodite and endopodite) extending from the
basal unit (protopodite). Very often one of the extensions is a gill. A few
trilobites have been found with attached antennae.
Trilobite eyes are
especially interesting because they are the most ancient fossilized visual
systems (though, contrary to popular claims by some paleontologists, they most
likely do not represent the oldest visual systems, nor do they tell us much
about the evolution of animal sight). Great variation in morphology, structure
and size of trilobite eyes suggests differential use of vision among different
types. The eyes are usually crescentic in shape, but can be globose, conical,
stalked or fused anteriorly into a single band. The composition of the eye
lenses account for their unusual preservation. Each lens is composed of a
single calcite crystal oriented with its principal optic axis (the c axis)
normal to the visual surface. Such precise crystal orientation is functionally
desirable because it eliminates polarized rays and does not produce a double
image. There are two basic types of trilobite eyes: holochroal and
schizochroal. Holochroal eyes are characterized by close packing of biconvex
lenses beneath a single cornea. These lenses are generally hexagonal in outline
and range in number from one to more than 15,000! Schizochroal eyes on the
other hand are an aggregated type of eye. These eyes are made up of a few to
more than 700 relatively large, thick lenses, each covered by a separate
cornea. Each lens is positioned in a cylindrical mounting and is separated from
its neighbours by cuticular-type material.

Figure 8.3 Triobite eyes. (A) Holochroal eye composed of closely packed
lenses (Levi-Setti, 1993) (B) Schizochoroal eye with lenses separated by solid
cuticle. (from Prothero, 1998).
8.2.1
Classification
Many of the major
groups of trilobites appeared rather suddenly in the early Cambrian with
derived characters and non-obvious interrelationships. A previous scheme of
classification used the type of facial sutures as a primary taxonomic
character, but subsequent work showed that these features were often very
derived. We will use the system adopted in the Treatise of Invertebrate
Paleontology;
It
has gradually become evident through ontogenetic studies that phylogenetic
classification of the trilobites must be based on many characters and great
care is necessary in their selection. Part of the phylum has been analyzed
cladistically and it will probably be one of the first invertebrate phyla to be
completely analyzed cladistically (along with the brachiopods and perhaps
echinoderms). This is because the arthropods have more discrete morphological
characters in general compared to such groups as the molluscs.
Some of the most
exceptional specimens of Cambrian trilobites come from the Burgess Shale in
British Columbia, Canada. It is from these Konservat-Lagerstatten forms that we
have gotten much of our understanding of trilobite soft anatomy. This aids in
functional morphological analysis, as well as systematic study of these extinct
critters. The Burgess Shale itself is interpreted as being deposited, in part,
as a slumped block of fine-grained material. The slumping is an important
aspect of the preservation, for it placed the entire block into anaerobic
water, not only killing the organisms, but keeping them from serious decay and
postmortem scavenging. Rapid burial of the block entombed them and the
fine-grained dark grey-black fossil-rich rocks are the result.
8.2.2 Taxonomy
Order Agnostida
Order
Redlichiida
Order
Ptychopariida
Order
Phacopida
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8.2.3
Terminology
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cephalon |
glabella |
free
cheeks |
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8.3 Phylum
Crustacea
With the possible
exception of the trilobites, the crustaceans are the most common arthropods in
the fossil record. They are almost entirely aquatic, being found in fresh,
brackish and marine waters (terrestrial isopods and semi-terrestrial crabs are
the only exceptions). Crustaceans have two pairs of antennae, and one pair of
antennules. All appendages, except the antennules, are biramous, or secondarily
uniramous. Three classes are important as fossils. 12.3.1 Classification
Class Ostracoda

Figure 8.4 Top: generalized ostracode with left valve removed to show appendages. Bottom Left: exterior view of right valve of Microcytherura (Pleistocene x 70). Bottom Right: exterior view of left valve of Orionina (Pliocene, x 58) (from Boardman et al 1987).
Class
Cirripedia

Figure 8.5 Sessile (acorn) barnacles, Semibalanus balanoides (from Brusca, 1990).
Class
Malacostraca
Figure 8.6 The
diversity of malacostracan crustaceans is illustrated by these representative
taxa: (A) The phyllocarid Ceratiocaris (Silurian); (B) The syncarid Palaeocaris
(Carboniferous); (C) The eocarid Tealliocaris (Carboniferous); (D) The
hoplocarid Acanthosquilla (Recent); (E) The decapod Eryma (Jurassic) (Clarkson, 1993; from Prothero, 1990).
8.4
Phylum Chelicerata
The chelicerates
(sometimes called the Cheliceriformes) are one of the most successful animal
phyla, including such familiar animals as spiders, scorpions, ticks and mites.
They are also one of the oldest, being well established in the Cambrian. They
are distinguished generally by having the first two tagma fused, and in general
eight limbs. The first one or two pairs of limbs are often modified for
feeding.
8.4.1
Classification
Class
Merostomata
The typical
merostome body is divided into two parts; a cephalothorax (or prosoma), and an
abdominal tagma, the opisthosoma. They have anterior claws (chelicerae), and a
spike like extension at the posterior end (telson). The opisthosomal appendages
are biramous, with one branch serving as a gill. Merostomes are divided into
two subclasses:

Figure 8.7 Morphology of the recent horse shoe crab Limulus; Left: dorsal side , Right: ventral side (from Boardman et al, 1987).

Figure 8.8 Morphology of Eurypterus from the Silurian; Left: dorsal side; Right: ventral side (from Boardman et al, 1987).
Class
Arachnida
Arachnids include
the scorpions, spiders, ticks, mites and other related forms. The typical
arachnid body is divided into a cephalothorax and an abdomen (except in ticks
and mites, where they are fused together). The cephalothorax bears six pairs of
uniramous appendages (only one extension from the basal protopodite), the first
two of which are modified for feeding, and the last four for locomotion. Like
insects, all arachnids are air-breathing. The earliest known arachnid is a well
preserved scorpion from the Silurian of Sweden. The scorpions were at this time
an exclusively freshwater group!
8.5 Phylum
Uniramia
The Uniramia, so
named for their exclusively uniramous appendages, include the millipedes,
centipedes and insects. This phylum represents the single most successful
evolutionary event in the history of multicellular life.
8.5.1
Classification
Class Myriapoda

Figure 8.9 A
millipede from East Africa (from Brusca, 1990).

Figure 8.10 A California centipede (from Brusca, 1990).
Class
Insecta
The insects are by
far the most diverse and common arthropods today. The typical insect body is
divided into three distinct tagma: the head (composed of six segments), thorax
(three segments), and the abdomen (eleven segments, usually with only ten
apparent). The head bears a pair compound eyes, antennae, mandibles, and
maxillae. Each of the three segments of the thorax have uniramous (unbranched)
legs and, in most insects, the posterior two thoracic segments bear one or two
pairs of wings.
Insects appear to
have developed from an arthropod group that was already breathing air. They are
mostly terrestrial-the few aquatic insects are usually able to live in the
water by trapping air bubbles against their respiratory openings (spiracles).
Terrestrial insects are one of only two groups of animals that are truly
adapted to terrestrial life, in that they manage water to an extent that allows
them to explore the terrestrial habitat fully (the other group is the Amniota,
which includes Mammalia and Reptilia).
Wingless insects
are known from rocks as old as Devonian, and the winged forms appear first in
the Pennsylvanian. Most Paleozoic insects are known from swamp deposits, and
most Mesozoic and Cenozoic fossils from air-fall tuffs and amber (although
there are several significant Lagerstaten).

Figure 8.11 Diversification of the insects (from Prothero, 1990).
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8.6
Terminology
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segmentation |
metamerism |
thorax |
8.7
Questions
Phylum
Trilobita
1. Look at the numerous
specimens. Note that some of these specimens seem to have been molts. How can
you tell? Note also that the specimens vary considerably in size. What accounts
for this variation? Sketch an individual and label the following: glabella,
cephalon, thoracic segment, pygidium.
2. Flexicalyrnene
is one of the earliest genera to have the capability to enroll. Some specimens
show this nicely. What advantage can you think of which might have led to
selection for enrollment? Phacops is another trilobite from the Devonian
which enrolled.
3. These samples show how
densely fossils can accumulate in sediment. Does this necessarily reflect the
real density of the living population. Why or why not? (Think of energy
regimes, and also note the disarticulation and fragmentation of these fossils).
Other Arthropods
4. Barnacles are among the
most abundant modern crustacean groups. They also have a geologic history
(Ord.), but they are rarely seen in rocks older than the Tertiary. Look at
these fossil specimens. What physiological and environmental factors may
control their preservation?
5. Examine the examples of a
modern horseshoe crab and look at the fossil representatives. How have they changed in appearance?
6. Look
at the examples of fossil insects on display. Note how diversified their
morphologies are. Give a scenario for how these insects were preserved.
You
will be given handouts that contain schematic drawings of representatives of
major groups of arthropods: trilobites (a trilobite), insects
(cockroach), crustaceans (crayfish), chelicerates (a scorpion and a
eurypterid).
Arthropod
anatomy can be said to be variations on the themes of segmentation and
specialization; some segments are repeated while others are fused; some limbs
remain generalized while others perform specialized functions.
1. Label the following morphological features
on the schematic drawings (some features may not be present in all groups):
Cephalon
Thorax
Eyes
Antennae
Walking
limbs
Feeding
limbs
Swimmerets
Wings
2.
For each group illustrated,
is it:
3. Arthropods are often said to be the most “successful” group of
animals. But that, of course, depends
on one’s criterion of “evolutionary success”.
Briefly discuss two criteria that could be used to measure evolutionary
success. How do arthropods measure up
by each criterion?