Phylogeny of Phosphatocopa

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1 Phylogeny of Phosphatocopa INGELORE HINZ-SCHALLREUTER & ROGER SCHALLREUTER HINZ-SCHALLREUTER, I. & SCHALLREUTER, R., 2009:12:24. Phylogeny of Phosphatocopa. Memoirs of the Association of Australasian Palaeontologists 37, ISSN Phosphatocope phylogeny is characterised by the development of an interdorsum within the Euphosphatocopa that had evolved from a univalved ancestor by the early Cambrian. Euphosphatocope interdorsa gradually decrease in width to an almost complete disappearance apart from a few rudimentary elements. This evolutionary model correlates with stratigraphically based findings. It is in marked contrast with the results suggested by Maas et al. (2003) on a phylogenetic analysis of uppermost Middle Cambrian and Furongian euphosphatocopes. Ingelore Hinz-Schallreuter (ihinz-s@uni-greifswald.de) & Roger Schallreuter (Roger. Schallreuter@uni-greifswald.de), Institute of Geography and Geology, Ernst Moritz Arndt University, Friedrich Ludwig Jahn str. 17a, D Greifswald, Germany. Received 5 May Keywords: Phosphatocopes, Cambrian, taxonomy, phylogeny, phylogenetic analysis, stratigraphy, Sweden, United Kingdom, Australia. EARLIEST records of phosphatocopes date back to the 19th Century when Barrande (1872) first described Beyrichia angelini (= Cyclotron angelini) from the late Middle Cambrian of central Sweden based on an unpublished figure by Angelin (1854). In the same year Jones (1872) figured another phosphatocope as a larval trilobite from the early Middle Cambrian of South Wales (Hinz-Schallreuter 1998, p. 104; 2000, p. 843, 870). In Germany, the first phosphatocope came from a northern glacial erratic boulder (geschiebe) and was described as an ostracode, Bythocypris polita (= Hesslandona polita) by Steusloff (1895). However, it was not until 1964 the phosphatocopes were established by Müller as a group of their own by his discovery and study of a number of phosphatic ostracod-like carapaces in the course of conodont research in Upper Cambrian limestone nodules (Orsten) of southern Sweden. Because of their assumed primary phosphatic carapace nature, which Müller considered to be the main characteristic of this group, he introduced the term Phosphatocopina. The stratigraphically oldest record of a euphosphatocope is from the Lower Comley Series (Lower Cambrian) of Great Britain (Hinz 1987, 1993). In the following decade rich Middle Cambrian associations were described in detail from both Baltoscandia (Hinz-Schallreuter 1993a, c, 1998a, 2000; Hinz- Schallreuter & Koppka 1996) and Australia (e.g., Hinz 1991b, 1992, 1993b; Hinz & Jones 1992). Uppermost Middle Cambrian and Furongian faunas from Sweden and geschiebes of northern Germany were described by Gründel (in Gründel & Buchholz 1981), Hinz-Schallreuter (1993c, 2000) and Maas et al. (2003). A number of phosphatocopes (incl. Dabashanellida) have been recorded also from Great Britain (Williams & Siveter 1998), but comparably few are known from North America (Siveter & Williams 2007), Siberia (Melnikova & Mambetov 1990, Müller et al. 1995) and China (Huo & Shu 1985, Zhang 1987, Shu 1990a, Huo et al. 1991, Hou et al. 1992). The phosphatocope described by Müller (1973) from northern Iran seems to be a bradorid (Hinz-Schallreuter 2000, p. 843). The phosphatocopes are useful as stratigraphic markers, not only for the uppermost Middle Cambrian and Furongian (Maas & Waloszek 2005), but also for the Middle Cambrian (Hinz- Schallreuter 2000, table 7) particularly in the anomalous biofacies in the Cambrian of Sweden, a facies without trilobites but dominated by phosphatocopes (Eriksson & Terfelt 2007). The systematic position of this group has been under debate for a long time, with opinions ranging from Ostracoda (e.g., Müller 1964) or an early blind offshoot ( dead end ) within ostracod evolution (e.g., Jones & McKenzie 1980, p. 207; Hinz 1993) via Phyllopoda (see Hinz-Schallreuter 2000, table 5) to even Pseudocrustacea (Hou & Bergström 1997, p. 111). Based on exoskeletal soft parts, Maas et

2 152 AAP Memoir 37 (2009) Fig. 1. Bivalved ostracod like arthropods from the Strenuella Limestone (Cobbold s excavation no. 2), Atabanian, Comley, England. All stereo-pairs. A, Klausmuelleria salopensis Siveter, Waloszek & Williams,2003, opened carapace (UB H 15) presumably of the second or third instar in ventral view with labrum and labium, length ~0.33 mm. B, Comleyopsis schallreuteri Hinz,1993, holotype (UB H 18), carapace, dorsal view, length 0.46 mm. Note broad biconvex interdorsum with spines. C, Bradoria? sp., right valve (UB H 21), lat. view, length 0.38 mm. D, Dabashanella? sp., car. (UB H 16), lat. view, slightly lifted up dorsally, length 0.66 mm. al. (2003) and Maas & Waloszek (2005) now consider the Phosphatocopa as ostracode-like sister group of Eucrustacea within the taxon Labrophora Maas et al., RELATIONSHIP OF PHOSPHATOCOPES TO OTHER ARTHROPODS After Müller s sensational discovery of preserved soft integument in phosphatocopes (Müller 1979) Gründel (in Gründel & Buchholz 1981, p. 60) was the first to exclude phosphatocopes from Ostracoda. He based his argument on Müller s observation of the biramous character of the first antenna (antennula). Later, more detailed studies of phosphatocope appendages led to a correction of the original interpretation, and phosphatocopes were defined in having a strongly reduced first antenna and undifferentiated postmandibular limbs (Müller & Walossek 1991, p. 283). As a consequence, phosphatocopes were regarded only as ostracod-like by the authors (Walossek & Müller 1992, p. 305, 309) and later regarded merely as stem-group derivatives of the Crustacea (Müller et al. 1995, p. 112). Hou et al. (1996, p. 1141) agreed with this while Siveter et al. (2003) consider phosphatocopes a

3 AAP Memoir 37 (2009) 153 sister group of Eucrustacea within the new taxon Labrophora Maas et al., 2003, and not stemline derivatives. Based on their new species Klausmuelleria salopensis Siveter et al. (2003) distinguished within the Phosphatocopa (= Phosphatocopida) the sister groups Euphosphatocopa and the monotypic genus Klausmuelleria. Klausmuelleria salopensis is based on two larval specimens from the lower Cambrian Protolenus Limestone at Comley, Shropshire. The authors tentatively included a third specimen from the same locality and biozone, that had been described in open nomenclature by Hinz (1987, p. 59; fig. 1.1) and that also has a partly preserved soft integument. The separation of Klausmuelleria from the socalled Euphosphatocopa on a higher systematic level is the result of differences in soft part morphology (Siveter et al. 2003, p. 22, text-fig. 7) based on the observation that the body of phosphatocopine species is more or less similar (Maas et al. 2003, p. 153). In the only available instar of Klausmuelleria salopensis both the second antenna and mandible have a limb stem made of two parts, coxa and basipod, with their endopods having three podomeres (Siveter et al. 2003, p. 14). By contrast, Euphosphatocopa have only two podomeres at these limbs throughout ontogeny. Additionally, coxa and basipod are fused to a syncoxa in the second antenna from the first stage onward, a character, which shows the mandible later in ontogeny (op.cit., p. 24). Features of the carapace are not mentioned in the diagnosis (recte: definition, according to ICZN art ).The carapaces are presumably too small to exhibit morphological details. In Bidimorpha bidimorpha, the smallest investigated larvae measure 0.63 mm. They are distinguished from specimens that reach 2.44 mm by their much weaker lobation: of the five nodes developed on adults, only one (N1) is recognisable on small larvae (Hinz-Schallreuter 1993a, fig.3.1, 5,1-2). Siveter et al. (2003, p. 13,16,19) described Klausmuelleria as univalved and lacking a hingeline or interdorsum. They compared it with the first stage of the bradorid Duibianella, which is also univalved (see Zhang & Pratt 1993, fig. 1A). Zhang (2007, p. 123) found that in Duibianella tuberosa, the instars 0, 1 and 2 are univalved and that instar 3 is characterised by the appearance of a dorsum suture. The univalve status of the shield is considered by Siveter et al. (l.c.) as a plesiomorphic feature. Siveter et al. (2003) did not compare Klausmuelleria with the more closely related Comleyopsis Hinz,1993, the only contemporaneous euphosphatocope from Comley which has a very broad interdorsum (Fig. 1B). The interdorsum is considered by Hinz-Schallreuter (2000, p. 843,849) as the autapomorphic feature of the euphosphatocope carapace. However, the possibility that Klausmuelleria could be an earlier univalved instar of the bivalved Comleyopsis similarly to Duibianella had not been taken into consideration. Siveter et al. also did not compare Klausmuelleria with the other univalved phosphatocope, Dabashanella of the Dabashanellina, which also seems to occur at Comley (Fig. 1D). They only mentioned (p. 13) D. hemicyclica Huo, Shu & Fu in Huo et al (see Appendix) as being univalved. Dabashanella has been regarded as an older synonym of Phaseolella Zhang, 1987 (Melnikova & Mambetov 1991, p. 59). The holotype of Phaseolella dimorpha is a partly broken specimen, which exhibits a well developed doublure typical of Phosphatocopa (Zhang 1987, fig. 12M). Features of the dorsal side are not described, but Zhang presented several thin-sections of specimens he assigned to Phaseolella dimorpha which, however, show different dorsal sculptures ranging from a univalved carapace without any commissure via a simple dorsal commissure to carapaces with broad interdorsum (Zhang 1987, fig. 12T-W). The latter specimen very much resembles the Lower Cambrian Comleyopsis schallreuteri (Hinz 1993, p. 12), first mentioned under open nomenclature by Hinz (1987, p. 59). Therefore, the genus Phaseolella seems to unite at least three different taxa (two phosphatocopes and a bradorid) and requires revision for future morphological comparisons at the generic and species level. Presently, the genus has to be considered a nomen dubium (Hinz-Schallreuter & Koppka 1996, p. 40). The relevance of the above mentioned differences in soft part morphology for a separation on the suprageneric level is questionable. The number of endopodal podomeres might become reduced phylogenetically from early to middle Cambrian taxa and the fusion of coxa and basipodite to a syncoxa may also develop at least during the middle Cambrian. This assertion is strengthened by the different ontogenetic development of second antenna and mandible in the younger euphosphatocopes. Siveter et al. (2003) distinguish two sister groups within the Phosphatocopa: Klausmuelleria salopensis and Euphosphatocopa. This is based solely on soft part morphological differences and therefore, neglects all records of other phosphatocopes or euphosphatocopes, respectively from the early and middle Cambrian.

4 154 AAP Memoir 37 (2009)

5 AAP Memoir 37 (2009) 155 TAXONOMY OF PHOSPHATOCOPES On the use of suprafamily names. Names of orders and suborders were formed often by adding the suffixes ida (order) and ina (suborder) as exemplified by Moore (1961). However, in dealing with phosphatocopes, Siveter et al (2003) and Maas et al. (2003) did not follow this practice. They arbitrarily use the endings for both superior and subordinate taxa. Martinsson (1962, p. 126) had already noted that such a practice may lead to conflict with informal family names in normal text (e.g., beyrichiids or bradoriids), and in certain cases it is unclear whether an order or family level taxon is meant. Therefore, neutral names should be given preference for taxonomic levels higher than the family rank and we suggest this practice should be applied for palaeocope ostracods (e.g., Beyrichiocopa rather than Beyrichiida). Likewise we use the term Bradorida instead of Bradoriida which is in accordance with Raymond s (1935, p. 228) original use, and Phosphatocopa instead of Phosphatocopida. Additionally, this terminology does not fix the taxonomic rank in the nomenclatorial system. The taxonomy of euphosphatocopes is still based on their carapace morphology despite the discovery of soft parts. The latter, however, lead to a better understanding of the relationships between phosphatocopes and other crustaceans, but prove to be insufficient for taxonomic differentiation within the group (Maas et al. 2003) on the basis of presently available material. Williams & Siveter (1998, p. 27) stated that.the distinctions between the phosphatocopid families are still based mostly on shell taxonomy and remain poorly constrained. By contrast, in their detailed study on phosphatocopes from the Upper Cambrian of Sweden, Maas et al. (2003, p. 8) realised that. body of all phosphatocopine species is more or less similar and based their species concept on traditional taxonomy of carapace morphology. Consequently, the recognition of phylogenetic trends within the group results from differences in hard part morphology. THE IMPORTANCE OF PHOSPHATOCOPE HARD PART CHARACTERS Arthropods are characterised by an exoskeleton which developed from the cuticle. It consists of different portions subject to more or less sclerotisation. In crustaceans, an additional stabilisation may have been obtained by the incorporation of calcium carbonate and calcium phosphate (Westheide in Westheide & Rieger 2004, p. 412). Phosphatocopes are usually preserved only with their hard parts, i.e. the carapace proper without other exoskeletal structures (e.g. appendages). To describe both morphogenesis and function the hard parts should correctly be referred to as head-shield carapace. For more convenience the simple descriptive term carapace has been maintained. Interdorsum. The term refers to a special dorsal sculpture of bivalved phosphatocopes (= Euphosphatocopina Maas et al. 2003, = Euphosphatocopida Siveter et al. 2003) in contrast to univalved ancestral phosphatocopes represented by dabashanellids (e.g., Shu 1990, p. 323, Melnikova & Mambetov 1990 or 1991, p. 59). A possible explanation of interdorsum development was given first by Hinz (1993). The original assumption of a primary phosphatic shell being the main character of this group has been replaced by the observation that many phosphatocopes developed a special dorsal structure between the two valves, which Müller (1964) termed dorsum. Since this term was preoccupied (Jaanusson 1957, p. 186) Hinz- Fig. 2. Interdorsum in different phosphatocope genera (lat. = lateral, car. = carapace, LV = left valve, L = length, dors. = dorsal, UB University of Bonn, MB Museum für Naturkunde Berlin). A,E, Trapezilites minimus (Kummerow,1931): LV (UB H 82) lat. view (A), L 0.76 mm, and car. (UB H 83) dorsal view (E), L 0.73 mm. (Hinz-Schallreuter 1996). B,G, Vestrogothia longispinosa Kozur,1974: LV (MB O.268), lat. view (B), L 1.49 mm, and juv. car. (MB.O.282) dorsal view (G), L 0.46 mm. Note long acroidal spines. (Hinz-Schallreuter 1998). C-D, Falites insula Hinz-Schallreuter,1998, paratype, car. (GG 235-1), car. left lat. (C) and dorsal views (D), L 1,61 mm. F,I, Hesslandona abdominalis Hinz-Schallreuter, 1998: holotype, car. (MB O.251), dorsal (F) and right lat. views (I), L 1.28 mm. H, Falites fala Müller,1964, topotype, LV (UB H 88) lat. view, L 1,23 mm. (Interdorsum see text-fig. 2). (Hinz-Schallreuter 1996). J,L, Bidimorpha arator Hinz-Schallreuter,1998: holotype, car. (MB O.298), dors. (J) and left lat. views (L), L 1.59 mm. K,O,R, Falidoria sp. n. (= Waldoria rotundata: Maas et al., 2003, part): car. (UB), dors. (K,O; O detail) and lat. views (R), L 1.16 mm, Gum, Kinnekulle, zone 1 (Müller s sample 6416). M,P, Comleyopsis iecta Hinz-Schallreuter & Koppka,1996: holotype, car. (GG G143-1), dors. (M) and lat. views (P), L 0.49 mm. N,Q, Semillia pauper Hinz,1992: car. (CPC 23252), left lat. (N) and dors. views (Q), L 2.30 mm. S,V, Tubupestis tuber Hinz & Jones,1992: holotype, car. (CPC 23158), right lat. (S) and dors. views (V), L 1.56 mm. T,W, Ulopsis ulula Hinz,1991: holotype, car. (CPC 23154), left lat. (T) and dors. views (W), L 0,80 mm. U,X, Parashergoldopsis levis Hinz-Schallreuter,1993: holotype (CPC 23238), left lat. (U) and dors. views (X), L 2.14 mm. (Hinz-Schallreuter 1993b).

6 156 AAP Memoir 37 (2009) Fig. 3. Falites fala Müller,1964, topotype (UB H 92), posteriorly incomplete opened carapace. A, dorsal view. B, details of the small ligament. C, details of the anterior triangular plate as rudiment of the interdorsum, stereo-pairs, upper Furongian, Falbygden, Västergötland, Sweden (Müller s sample 975). (Hinz-Schallreuter 1996, B-C, new) Schallreuter introduced the term interdorsum (Hinz 1991a, p. 233). Müller observed this sculpture on only one genus and accordingly considered it of less taxonomic importance. Meanwhile, interdorsa have been recorded from nearly all bivalved phosphatocope taxa occurring from the Early to the Late Cambrian (Fig. 2). Even if taxa from the late Furongian may display extremely narrow or rudimentary interdorsal sculptures (Figs 2K-O, 3), the phylogenetic context is fairly obvious and makes this feature the main autapomorphic character of euphosphatocopes, which are the sister group of univalve phosphatocopes. The evolution of the interdorsum within euphosphatocopes is expressed by the Interdorsal Width Index (IWI) calculated as follows (Hinz-Schallreuter 2000, p. 887): miw x 100/vl, where miw = maximum width of interdorsum and vl = length of valve The highest index (>20) was found in Comleyopsis, the lowest (0.01) so far in Falites fala (Fig. 3). Shell substance. Originally, the phosphatic nature of the carapace was considered to be primary (Müller 1964, Jones & McKenzie 1980, p. 210). This was questioned by Kozur (1974) who observed that the phosphate may be removed from the shell with hydrochloric acid and that the shape of the carapace is still preserved by its chitin content (Müller 1979, p. 11). Furthermore, secondary phosphatisation is frequently seen on phosphatocope shells which can preserve important features such as appendages but may also obscure features like the interdorsum (compare Hinz-Schallreuter & Koppka 1996, pl. 1, figs.1d, 2d). However, the fact that phosphatocope carapaces developed some sort of hinge structure with the interdorsum, which enabled the animals to open and close the valves, suggests that the valves might have been primarily stabilised by phosphate. The morphological change in interdorsal development from lower to upper Cambrian phosphatocopes might have been the result of an increasing degree of carapace mineralisation. The opening and closure of the carapace of Lower Cambrian taxa with convexly bordered interdorsa required a flexible shell unlike stratigraphically younger phosphatocopes with parallel-bordered interdorsa. Additionally, the fact that phosphatocope

7 AAP Memoir 37 (2009) 157 Fig. 4. Vestrogothia longispinosa Kozur, shape plotted against length in order to show the OTP, i.e. the abrupt change of the shape during ontogeny, and the reduction of the l:h ratio after the OTP (Hinz-Schallreuter 1998a). valves are documented with up to 10 mm length, while specimens with phosphatised appendages do not exceed 2 mm (e.g., Müller 1979, p. 21) in length suggests a primary nature of the phosphatic shell. Doublure. Phosphatocope carapaces are characterised by a doublure extending along the inner side of the free margin. By contrast, this feature has been recorded from only few bradorid taxa so far (e.g., Zhang 2007, pl. 11, fig. 3). Ontogenetic turning point (OTP). Ontogenetic studies of three genera (Bidimorpha, Vestrogothia and Falites), which represent three different subfamilies, reveal an abrupt change in shape (l:h ratio) during growth. It is best exemplified on Vestrogothia longispinosa Kozur (Fig. 4) with a recorded size range from mm. The abrupt change occurs at a valve length of approximately 0.9 mm. Presently, the OTP can be documented for six species of the abovementioned three genera. Whether or not this characteristic occurs in all phosphatocopes or only some taxa, is yet unclear, although it might be related to a fundamental change in soft part development. However, for probably taphonomic reasons in the Upper Cambrian Alum Shale Formation (comp. Müller & Walossek 1991, p. 284) soft body preservation with very variable degree of completeness has been documented only for rather small larvae despite the fact that adults of 10 mm length (Hinz-Schallreuter 1993, fig. 9.4) are almost 10 times larger than the recorded instars with soft integument preserved (e.g., Müller 1979, p. 21; Maas et al. 2003). The one dimorphic species, B. bidimorpha does not show any relation between OTP and dimorphism. Another special feature of the phosphatocopes firstly observed by Hinz-Schallreuter (1993a, p. 340) is the ontogenetic reduction of the l:h ratio beyond the OTP. By contrast, in true ostracodes, the ratio increases or remains constant during ontogeny (Hinz-Schallreuter & Schallreuter 1998b, figs ). Apart from the interdorsum and the presence of a doublure, taxonomy within the group of Euphosphatocopa uses carapace features such as general outline, shape, development of the free margin, lobation, dimorphism, as well as ontogeny. Most of these characters are shown on Figure 5. DEVELOPMENT OF THE BIVALVE STATE IN PHOSPHATOCOPES Phosphatocopes belonging to Euphosphatocopa (= Euphosphatocopida Siveter et al., 2003) are marked by a special dorsal structure, the interdorsum. Euphosphatocope carapaces are mostly considered to be bivalved, even if a proper dorsal separation of the two valves had not been achieved as, e.g., in Lower Cambrian taxa that have extremely broad and biconvex interdorsa like Comleyopsis Hinz,1993. Öpik s (1968, p. 9) and Shu s (1990b, p. 323) consideration of the interdorsum as a third valve is not followed, because a valve is characterised by a free margin, which is missing on an interdorsum. The observation that phosphatocope interdorsa gradually decrease in width from the early to late Cambrian made Hinz-Schallreuter propose an evolutionary model for phosphatocopes starting from univalved shield-like carapaces to bivalved

8 158 AAP Memoir 37 (2009) Fig. 5. Characters of the (head shield) carapace of the Phosphatocopa relevant to taxonomy. Id interdorsum, asp acroidal spine, N1 N6 nodes/lobes, lsp lateral spine (~N6), vlsp ventrolateral spine (~ N5/6), vsp ventral spine, avsp anteroventral spine, pvsp posteroventral spine, av anteroventral lappet, vla ventral lappet, du duplicature. A-B, Hesslandona sp., carapace, A, dorsal and B, left lateral views. C, Bidimorpha ventrospinata (Gründel), left valve, lateral view. D, Bidimorpha sexspinosa Hinz-Schallreuter, carapace, left lateral view. E, Falidoria trompetica Hinz-Schallreuter, left valve, lateral view. F, Bidimorpha arator Hinz-Schallreuter, carapace, ventral view. G-H, Vestrogothia longispinosa Kozur; G, left vale, lateral view; H, carapace, ventral view. I, Falites insula Hinz-Schallreuter, left valve, interior view. (A-B, new; C, E, Hinz-Schallreuter 2000; D, F-I, Hinz-Schallreuter 1998a). shells that developed via broad to extremely narrow interdorsa (Hinz 1993, fig. 2; Hinz-Schallreuter & Schallreuter 1998, fig. 101). She also assumed that bradorids originated from univalved ancestors. This hypothesis was supported when Zhang & Pratt (1993, fig. 1A-D) documented an early univalved stage in the ontogenetic development of the bradorid genus Duibianella and Zhang (2007) figured other examples (Kunmingella, Retaluta) of early univalved instars. This also

9 AAP Memoir 37 (2009) 159 Fig. 6. Hypothesised relationships within the Phosphatocopa from Maas et al. (2003, fig. 64). In this model the youngest taxa (Vestrogothia spinata and Falites fala from the Furongian stage 5) appear near the base, and the older species (Hesslandona unisulcata = Falites unisulcatus and Trapezilites minimus from the Furongian stages 1 and 2) near the top. Phosphatocopida sp. = Klausmuelleria salopensis Siveter, Waloszek & Williams, The Dorsospinata have been proposed by Maas et al. (2003, p. 174) as a new taxon (in the phylogenetic systematic sense), in which they included most of their Hesslandona species. (With regard to its taxonomic and nomenclatorical meaning see comments by Schallreuter 2003, p. 137). supports the assumption that not only bradorids but also phosphatocopes started ontogeny with a univalved instar. The gradual reduction of the interdorsum during evolution was documented in more detail and quantitatively by Hinz-Schallreuter (2000) in calculating the IWI (interdorsal width index) and plotting it against the stratigraphical occurrence of the respective taxa. The respective diagram (Fig. 8) clearly shows the gradual decrease of interdorsal width accompanied by parallelisation of its lateral borders. Therefore, euphosphatocope evolution seems to start with the Lower Cambrian Comleyopsis having a very broad interdorsum with convex lateral borders. The Middle Cambrian taxa with more or less parallel-sided interdorsa are best documented from Australia. The Swedish material provides evidence of continued evolution into the Furongian. The respective interdorsa are characterised by further reduction to almost complete disappearance except for some rudiments. The ancestor of Comleyopsis is probably a taxon lacking an interdorsum (Hinz 1993) like Klausmuelleria. The latter is considered by Siveter et al. (2003, fig. 7) as a sister-group of the euphosphatocopes. CARAPACE OF KLAUSMUELLERIA The first phosphatocope that does not display a bivalved carapace was a small larva figured by Hinz (1987) and later tentatively assigned to the univalved Klausmuelleria by Siveter et al. (2003). However, all three specimens assigned to Klausmuelleria were mounted on the dorsal side because of their preserved soft integument, thereby preventing a detailed study of possible dorsal carapace features. Secondary phosphatisation, which is rather strong on Klausmuelleria (Fig. 1A) but naturally also apparent on the material figured by Siveter et al. (2003, pls. 1-2) may conceal the presence of an interdorsum. The effect of secondary phosphatisation has been well demonstrated on carapaces of Comleyopsis by Hinz-Schallreuter & Koppka (1996, pl. 1, figs. 1d, 2d): one of the carapaces displays the presence of a clearly developed interdorsum only on a tiny part of the dorsal side. Without detailed SEM photography this feature would have remained unrecognised and the carapace accordingly regarded as univalved. With a length of 0.46 mm Comleyopsis Hinz-

10 160 AAP Memoir 37 (2009) Fig. 7. Vestrogothia longispinosa Kozur, 1974, small carapace (MB.O.273b) in dorsal view, stereo-pair, length 0.22 mm. Note interdorsum. Andrarum limestone breccia from the Isle of Bornholm, Baltic Sea. (Lateral view: Hinz-Schallreuter 1998, pl. 3 fig. 9b). Schallreuter 1993 is approximately ⅓ larger than Klausmuelleria and might represent a later instar (Fig. 1B). Both taxa came from the same locality and horizon at Comley, Shropshire. Other specimens documented by Hinz (1987) and Williams & Siveter (1998, p. 35) belong to bradorids and dabashanellids (Fig. 1C-D). Based on its size and morphology Siveter et al. (2003, p ) compared their Klausmuelleria with the earliest instars known from the uppermost Middle Cambrian/Furongian Orsten phosphatocopids. They concluded that the holotype (0.34 mm) is an early, possibly the first, instar of the species. The other two specimens known are of about the same size. They certainly represent an early ontogenetic stage but probably not the earliest one. The first instar of Falites unisulcatus (= Hesslandona unisulcata in Maas et al. 2003, table 7,15) ranges between mm. The smallest specimens available to Müller (1979, p. 21) are about mm long, and the smallest carapace of Vestrogothia longispinosa measured by Hinz-Schallreuter (1998a, table 9, pl. 3, fig. 9b) is only 0.22 mm long, while the largest recorded instar measures more than 2 mm (Hinz- Schallreuter 1998a, fig. 8). Other available data from both euphosphatocopes reveal also that the smallest instars recorded range around mm (Zhang 1987, p. 16; Maas et al. 2003, p. 5; Maas 2001 in Siveter et al. 2003, p. 18). PHYLOGENETIC POSITION OF KLAUSMUELLERIA AND COMLEYOPSIS Recent phylogenetic reconstructions separate the phosphatocope Klausmuelleria from the group of euphosphatocopes based on differences in soft part anatomy. However, soft integument is presently only known from the Lower Cambrian Klausmuelleria and some uppermost Middle Cambrian and Furongian euphosphatocopes. There is a gap in knowledge concerning the soft part morphology of the lower Cambrian Comleyopsis and most known middle Cambrian phosphatocopes (except those for the uppermost middle Cambrian). The most complete ontogenetic series of appendage-bearing material is known from the uppermost middle Cambrian Falites unisulcatus from Sweden (Agnostus pisiformis zone). Within the size range of mm the largest appendage-bearing specimen measures 0.95 mm. Between 0.23 and 0.95 mm Maas et al. (2003) distinguished eight possible growth stages which, according to their figure 21, seem to reflect four different stages only (stages I, II, III V, VI VIII) with regard to presence or absence of appendages. Large specimens of the species attain sizes of 2.40 and?3.22 mm (Hinz-Schallreuter 2000, p. 854). The phylogenetic concept suggested by Siveter et al. (2003, fig. 7) reflects the present state of knowledge, but other possibilites as a result of different development within the Phosphatocopa should also be taken into account. Just as carapaces of the bradorid Duibianella show a univalved to bivalved transition in early stages of ontogeny (Zhang, 2007), Lower Cambrian euphosphatocopes, likewise, may not have developed an interdorsum in the first instars. Similarly, Klausmuelleria may represent an earlier stage of Comleyopsis and thus could be classified as a true euphosphatocope. The fact that a distinct interdorsum could be documented

11 AAP Memoir 37 (2009) 161 Fig. 8. Evolution of the interdorsum during the Cambrian. IWI plotted against stratigraphical occurrence in order to show the two evolutionary tendencies, (1) the reduction of the interdorsal width, and (2) the parallelisation of the interdorsal borders. on a carapace, only 0.22 mm long (Fig. 7), of the unequivocal euphosphatocopid Vestrogothia longispinosa (upper Middle Cambrian) may be the result of palingenesis. Alternatively, Klausmuelleria may belong to the ancestral phosphatocope group Dabashanellida, which lacks interdorsal characters, or may even represent a line separate from both dabashanellids and euphosphatocopes, in which case, knowledge of the dabashanellid body is necessary. Compared to Klausmuelleria, the known uppermost middle Cambrian and Furongian euphosphatocopes possess a syncoxa formed by the fusion of the coxa and basipod, and the endopods are reduced from three to two. If it is later proven that Comleyopsis, and perhaps other pre-furongian phosphatocopes, developed appendages like Klausmuelleria, the differences outlined above may represent an evolutionary characteristic within the Euphosphosphatocopa. Therefore, it would be important to know the ontogenetic development of euphosphosphatocopes in much more detail, as well as of Klausmuelleria. CONCLUSIONS Maas et al. (2003, fig. 64) based their phylogenetic analysis of exclusively uppermost Middle Cambrian and Furongian euphosphatocopes and the Lower Cambrian Klausmuelleria (= Phosphatocopida sp. Siveter et al., 2001). According to their concept (Fig. 6), upper Furongian species such as Vestrogothia spinata and Falites fala with an extremely narrow rudimentary interdorsum directly developed from univalved taxa like Klausmuelleria and are followed by euphosphatocopes with a more or less broad interdorsum. In combining evolutionary changes of the interdorsum expressed by the IWI with the stratigraphical occurrence of respective taxa, Hinz-Schallreuter (2000) came to quite a different evolutionary concept (Fig. 8): in Comleyopsis, the oldest yet known euphosphatocope from the Lower Cambrian, the interdorsum is very broad and laterally convex, while stratigraphically younger taxa from the Middle Cambrian have interdorsa that are narrower and gradually become parallel-sided, but still have converging cardinal portions. In the upper Furongian, the interdorsa become even narrower and completely parallel-sided to even rudimentary, having an IWI approaching zero in the youngest Furongian species Vestrogothia spinata and Falites fala. To us this evolutionary model seems to be more plausible. It is consistent with stratigraphical finds.

12 162 AAP Memoir 37 (2009) According to the present state of knowledge, two phosphatocope groups can be differentiated on the basis of their carapace morphology: the univalved dabashanellids and the bivalved euphosphatocopes. Whether Klausmuelleria represents a dabashanellid, a euphosphatocope or a third line in phosphatocope phylogeny, depends on the results of further research in this respect. As already outlined above, more detailed information about carapace morphology of Klausmuelleria as well as on the ontogenetic development of phosphatocope soft integument in general is required. The conflicting results of Hinz-Schallreuter (2000) and Maas et al. (2003) may serve as another example demonstrating that cladistic analysis does not necessarily reflect the biological world (Schallreuter 2003), which had been documented by Campbell (1993). It also demonstrates that stratigraphic evidence must be taken into account in classification as was emphasised by Fortey & Rushton (2007). ACKNOWLEDGEMENTS We are greatly indebted to Peter Jones and an anonymous reviewer for their constructive comments which helped to improve all facets of the manuscript as well as for language corrections. REFERENCES Ba r r a n d e, J., Systême Silurien du centre de la Bohême Ière. Partie: Recherches Paléontologiques. Supplément au Vol. I. Trilobites, Crustacés divers et Poissons. Prague/Paris, 647 p., 35 pls. Cam p b e l l, J.H., Let s tilt at cladism or Let s contemplate evolution instead of our belly buttons. Memoirs of the Association of Australasian Palaeontologists 15, Er i k s s o n, M.E. & Te r f e lt, F., Anomalous facies and ancient faeces in the latest middle Cambrian of Sweden. Lethaia 40, Fort e y, R.A. & Ru s h t o n, A.W.A., The mid- Cambrian trilobite Beishanella and the limits of convergent evolution. Memoirs of the Association of Australasian Palaeontologists 34, Grü n d e l, J. & Bu c h h o l z, A., Bradoriida aus kambrischen Geschieben vom Gebiet der nördlichen DDR. Freiberger Forschungshefte C 363, Hin z, I., The Lower Cambrian Microfauna of Comley and Rushton, Shropshire/England. Palaeontographica Abteilung A 198, Hin z, I., 1991a. Ostrakoden aus kambrischen Geschieben. Archiv für Geschiebekunde 1, Hi n z, I.C.U., 1991b. On Ulopsis ulula Hinz gen. et sp. nov. Stereo-Atlas Ostracod Shells 18, Hi n z, I.C.U., On Semillia pauper Hinz gen. et sp. nov. Stereo-Atlas of Ostracod Shells 19, Hi n z, I.C.U., Evolutionary trends in archaeocopid ostracodes in McKenzie K.G. & Jones P.J. (eds), Ostracoda in the Earth and Life Sciences, Balkema, Rotterdam. Hi n z, I.C.U. & Jo n e s, P.J., On Tubupestis tuber Hinz & Jones gen. et sp. nov. Stereo-Atlas of Ostracod Shells 19, Hi n z-sc h a l l r e u t e r, I., 1993a. Ein mittelkambrischer hesslandonider Ostrakod sowie zur Morphologie und systematischen Stellung der Archaeocopa. Archiv für Geschiebekunde 1, Hin z-sc h a l l r e u t e r, I., 1993b. Ostracodes from the Middle Cambrian of Australia. Neues Jahrbuch für Geologie und Paläontologie Abhandlungen 183, Hin z-sc h a l l r e u t e r, I., 1993c. Cambrian Ostracods Mainly from Baltoscandia and Morocco. Archiv für Geschiebekunde 1 (7), , Hin z-sc h a l l r e u t e r, I.C.U., 1996a. On Trapezilites minimus (Kummerow). Stereo-Atlas of Ostracod Shells 23, Hin z-sc h a l l r e u t e r, I.C.U., 1996b. On Falites fala Müller. Stereo-Atlas of Ostracod Shells 23, Hin z-sc h a l l r e u t e r, I., Population Structure, Life Strategies and Systematics of Phosphatocope Ostracods from the Middle Cambrian of Bornholm. Mitteilungen aus dem Museum für Naturkunde in Berlin (Geowissenschaftliche Reihe) 1, Hin z -Sc h a l l r e u t e r, I., Baltoscandian Phosphatocopes. Archiv für Geschiebekunde 2, Hin z -Sc h a l l r e u t e r, I. & Ko p p k a, J., Die Ostrakodenfauna eines mittelkambrischen Geschiebes von Nienhagen (Mecklenburg). Archiv für Geschiebekunde 2, Hin z-sc h a l l r e u t e r, I. & Sc h a l l r e u t e r, R., Ostrakoden, Haeckel-Bücherei 4, Enke, Stuttgart, 168 p. Ho u Xi a n g u a n g & Be r g s t r ö m, J., Arthropods of the Lower Cambrian Chengjiang fauna, southwest China. Fossils & Strata 45, 116 p. Ho u X.-G., Si v e t e r, D.J., Wi l l i a m s, M. & Fe n g, X.-H., A monograph of the Bradoriid arthropods from the Lower Cambrian of SW China. Transactions of the Royal Society of Edinburgh (Earth Sciences) 92, Hou X.-G., Si v e t e r, D.J., Wi l l i a m s, M., Wa l o s s e k, D. & Be r g s t r ö m, J., Appendages of the arthropod Kunmingella from the early Cambrian of China: its bearing on the systematic position of the Bradoriida and the fossil record of the Ostracoda. Philosophical Transactions of the Royal Society of London (B) 351, Hu o S., Sh u D., Zh a n g X., Cu i Z. & To n g H., 1983 Notes on Cambrian Bradoriids from Shaanxi, Yunnan, Sichuan, Guizhou, Hubei and Guandong. Journal of Northwest University 13,

13 AAP Memoir 37 (2009) 163 Hu o S. & Sh u D., Cambrian Bradoriida of South China. Northwest University Press, Xian, 251 p. Hu o S., Sh u D. & Cu i Z., Cambrian Bradoriida of China. Geological Publishing House, Beijing, 249 p. Ja a n u s s o n, V., Middle Ordovician Ostracodes of Central and Southern Sweden. Bulletin of the Geological Institutions of the University of Uppsala 37, Jon e s, P.J. & McKen z i e, K.G., Queensland Middle Cambrian Bradoriida (Crustacea): new taxa, palaeobiogeography and biological affinities. Alcheringa 4, Jon e s, T.R., Note on the Entomostraca from the Cambrian Rocks of St. David s. Quarterly Journal of the Geological Society of London (I) 28, Koz u r, H., Die Bedeutung der Bradoriida als Vorläufer der post-kambrischen Ostracoden. Zeitschrift für Geologische Wissenschaften 2, Ku m m e r o w, E., Über die Unterschiede zwischen Phyllocariden und Ostracoden. Centralblatt für Mineralogie, Geologie und Paläontologie (B) 1931, Maa s, A. & Wa l o s z e k, D., Phosphatocopina ostracode-like sister group of Eucrustacea. Hydrobiologia 538, Maa s, A., Wa l o s z e k, D. & Mü l l e r, K.J., Morphology, ontogeny and phylogeny of the Phosphatocopina (Crustacea) from the Upper Cambrian Orsten of Sweden. Fossils and Strata 49, 238 p. Mart i n s s o n, A., Ostracodes of the Family Beyrichiidae from the Silurian of Gotland. Bulletin of the Geological Institutions of the University of Uppsala 41, Me l n i k o va, L.M. & Ma m b e t o v, A.M., Lower Cambrian ostracodes of Northern Tyan -Shan. Paleontological Journal 24 (3), Moo r e, R.C. (ed.), Treatise on Invertebrate Paleontology, Part O, Arthropoda 3: Crustacea, Ostracoda. University of Kansas Press, Lawrence and Geological Society of America, New York, 442 p. Mül l e r, K.J., Ostracoda (Bradorina) mit phosphatischen Gehäusen aus dem Oberkambrium von Schweden. Neues Jahrbuch für Geologie und Paläontologie Abhandlungen 121 (1), Mül l e r, K.J., Late Cambrian and Early Ordovician Conodonts from Northern Iran. Geological Survey of Iran Report 30, 1-80 pp. Mü l l e r, K.J., Phosphatocopine ostracodes with preserved appendages from the Upper Cambrian of Sweden. Lethaia 12, Mü l l e r, K.J. & Wa l o s s e k, D., Ein Blick durch das Orsten -Fenster in die Arthropodenwelt vor 500 Millionen Jahren. Verhandlungen der Deutschen Zoologischen Gesellschaft 84, Mü l l e r, K.J., Wa l o s s e k, D. & Za k h a r o v, A., Orsten type phosphatized soft-integument preservation and a new record from the Middle Cambrian Kuonamka Formation in Siberia. Neues Jahrbuch für Geologie und Paläontologie Abhandlungen 197, Öpi k, A.A., Ordian (Cambrian) Crustacea Bradoriida of Australia. Bureau of Mineral Resources, Geology and Geophysics Bulletin 103, Ray m o n d, P.E., Leanchoilia and other Mid- Cambrian Arthropoda. Bulletin of the Museum of Comparative Zoölogy at Harvard College 76 (6), Sc h a l l r e u t e r, R., Besprechung Maas A et al Geschiebekunde aktuell 19, Sh u De g a n, 1990a. Cambrian and Lower Ordovician Bradoriida from Zhejiang, Hunan and Shaanxi Provinces. Northwest University Press, Xian, 95 p. Sh u De g a n, 1990b. Cambrian and Early Ordovician Ostracoda (Bradoriiida) in China. Courier Forschungsinstitut Senckenberg 123, Si v e t e r, D.J., Wa l o s z e k, D. & Wi l l i a m s, M., An Early Cambrian Phosphatocopid Crustacean with Three-Dimensionally Preserved Soft Parts from Shropshire, England. Special Papers in Palaeontology 70, Siv e t e r, D.J. & Wi l l i a m s, M., Cambrian Bradoriid and Phosphatocopid Arthropods of North America. Special Papers in Palaeontology 57, Si v e t e r, D.J., Wi l l i a m s, M. & Wa l o s z e k, D., A Phosphatocopid Crustacean with Appendages from the Lower Cambrian. Science 293, S t e u s l o f f, A., Neue Ostrakoden aus Diluvialgeschieben von Neu-Brandenburg. Zeitschrift der Deutschen geologischen Gesellschaft 46, Wa l o s s e k, D. & Mü l l e r, K.J., The Alum Shale Window --Contribution of Orsten Arthropods to the Phylogeny of Crustacea. Acta Zoologica 73, Wes t h e i d e, W. & Ri e g e r, R. (eds), Spezielle Zoologie Teil 1: Einzeller und Wirbellose Tiere. Spektrum, Heidelberg/Berlin, 919 p. Wi l l i a m s, M. & Si v e t e r, D.J., British Cambrian and Tremadoc Bradoriid and Phosphatocopid Arthropods. Monograph of the Palaeontographical Society 152 (607), 49 p. Zh a n g X.-G., Moult stages and dimorphism of Early Cambrian bradoriids from Xichuan, Henan, China. Alcheringa 11, Zha n g X.G., Phosphatized Bradoriids (Arthropoda) from the Cambrian of China. Palaeontographica Abteilung A 281, Zh a n g, X.-G. & Pr at t, B.R., Early Cambrian

14 164 AAP Memoir 37 (2009) Ostracode Larvae with a Univalved Carapace. Science 262, APPENDIX: AUTHORSHIP OF DABASHANELLA The authors of Dabashanella and D. hemicyclica are Huo & Shu (in Huo et al.,1983) not Huo, Shu & Fu (Zhang 1987, p. 1,16; Hou et al. 2002, p. 402,403; Siveter et al., p.13, etc.) nor Huo, Cui & Fu (Williams & Siveter 1998, p. 35). Cui is not cited to be responsible for the name, and Fu is not co-author of the paper presenting the criteria of availability and therefore, cannot be co-author of the species (ICZN art. 50.1). The correct citation is Dabashanella Huo & Shu in Huo, Shu, Zhang, Cui & Tong,1983 (see Hinz-Schallreuter & Koppka 1996, p. 38).

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