Syllabus

Week 1 - September 8
Introduction
Week 2 - September 13 & 15 Character data and trees
Week 3 - September 22 & 25
Molecular character data
Week 4 - September 27 & 29 Molecular sequence data and sequence alignment
Week 5 - October 4 & 6 Taxa & species concepts
Week 6 - October 11 & 13

Phylogenetic analysis - Parsimony

Week 7 - October 18 & 20 Phylogenetic analysis - Distance methods
Week 8 - October 25 & 27 Phylogenetic analysis - Maximum likelihood
Week 9 - November 1 & 3
Measures of support
Week 10 - November 8 & 10
Comparison of trees
Week 11 - November 15 & 17 Using phylogenies - Comparative method
Week 12 - November 22 & 24 Using phylogenies - Coevolution
Week 13 - November 29 & December 1 Using phylogenies - Biogeography
Week 14 - December 6 & 8 Student Presentations
Week 15 - December 13 Independent work on final projects
 

Week 1 - September 8
Introduction

Goals of systematics. Classification. Taxonomy vs. phylogeny. Special versus general similarity; homology versus analogy. Relationships and monophyly. Phenetics vs. cladistics. Optimality criteria. Tree thinking. Philosophy of biology & systematics.

Readings: Page, Ch 1 & 2, Kitching, Ch 1; see also: Maddison, Ch 1-2; Wiley, Ch 1-2.

Computer lab: Introduction to specimen and taxonomy-based on-line resources. MacClade (time permitting)

Class notes

Week 2 - September 13 & 15 Character data and trees
Nature of data used in systematics. Characters and character states. Homology and synapomorphy. Homoplasy and character conflict. Character types: binary, multistate, additive binary. Character coding: transformation series and ordering. Character state polarity: outgroup comparison, ontogenetic criteria, fossil and stratigraphic data. Oher criteria. "Morphological" vs. molecular characters. Combining or partitioning data. Sister groups and ancestor-descendent relationships. Tree thinking.

Readings: Page, Ch 2. Kitching, Ch 2; see also: Maddison, Ch 3-5; Wiley, Ch 3; Hillis, Ch 1-2.

Computer lab: PAUP*, MacClade, file formats and conventions, character evaluation and coding, simple searches, tree formats.

Class notes
Week 3 - September 22 & 25
Molecular character data

DNA to RNA to Proteins: Molecular and classical genetics. Information lost and gained. Biochemical pathways: Integration of different genes. Parallel evolution, control of expression. Developmental perspectives: Connection back to morphological data. Number of genes needed for morphological characters. Homology. Nucleus: size and structure in different organisms. Polyploidy; gene duplications. Chloroplast: General structure, gene content, variation, cyanobacterial origin. Mitochondria: Animal, fungal, plant, protistian - origin of mitochondrion. Structure, gene content, variation. Master molecule and subsets. Movement among genomes within a species and between species. Protein based approaches: Isozymes and allozymes. Gene duplications and gene families. Amino acid sequences. DNA-DNA hybridization. Restriction site methods: nrDNA, mtDNA, cpDNA. Gene order data, duplications, inversions, insertions and deletions. Fingerprinting approaches. Minisatellites, microsatellites, RAPDs, AFLPs, SSCPs.

Readings: Page, Ch 3; Genetics textbook review (e.g., Griffiths); see also: Hillis, Ch 4 (p51-67), Ch 6 (p169-178), Ch 8 (p249-282)

Computer lab: searching of databases; GenBank, NCBI, EMBL, etc.

Class notes

Week 4 - September 27 & 29 Molecular sequence data and sequence alignment

Sequence data (amino acid, RNA, and DNA): cpDNA genes, examples at different levels. nrDNA genes, examples at different levels. Potential problems, intercopy or interlocus variation. Protein coding nuclear genes. Orthology/paralogy, gene duplication, silencing, conversion pseudogenes. Primary character analysis of raw molecular data. Reviewing trace files, assembly of contigs, survey for quality and problems, recognition of sites and motifs. DNA, RNA, and protein sequences. Homology versus similarity in molecular data. Alignment algorithms. Similarity significance testing, matrix plots. Pairwise alignments versus multiple alignments. Gap versus mismatch penalties

Readings: Page ch 5; see also: Hillis, Ch. 9

Computer lab:
molecular sequence editors, Clustal, TreeAlign, MALIGN.

Class notes

Week 5 - October 4 & 6 Taxa & species concepts

Species concepts: Traditional, typological, evolutionary, biological, phylogenetic concepts. Phylogenetic (among species) versus Tokogenetic (within species) relationships. Classical genetics, Mendelian genetics, population genetics. Recombination, heterozygosity, polymorphism. Hybridization. Lateral transfer. Phenetic analysis. Gene trees vs. species trees.

Readings: Page, Ch. 4; see also: Hillis, Ch 10.

Computer lab: Phenetic analysis software, Systat, GDA.

Class notes

Week 6 - October 11 & 13

Phylogenetic analysis - Parsimony

Gene trees vs. species trees. Tree building vs. tree-evaluation. Principle of parsimony in biology. Optimality criteria: parsimony (Wagner, Fitch, Dollo, Camin-Sokal, Polymorphism, Generalized). Weighting data. Tree building techniques: heuristic versus exact methods. Compatibility and Clique analysis

Readings: Kitching, Ch. 3 & 4, Page, Ch. 6 (p 187-193); see also: Hillis, Ch. 11 (p 407-425), Li, Ch. 5, Maddison, Ch.

Computer lab: PAUP*, MacClade.

Class notes

Week 7 - October 18 & 20 Phylogenetic analysis - Distance methods

Concept of an evolutionary distance. Distance methods. Models in evolutionary biology (geometric, graph & set theory, information theory). Optimility criteria. Special considerations for molecular characters. Additive and ultrametric distances. Four point condition. Transformations. Searching for trees. Additive tree versis algorithmic methods.

Readings: Page Ch. 6 (pp. 172-186; see also: Hillis, Ch. 11 (pp. 426-477)

Computer lab: PAUP*

Class notes

Week 8 - October 25 & 27 Phylogenetic analysis - Maximum likelihood

Models in evolutionary biology. Optimality criteria: distance and maximum likelihood. Special considerations for molecular characters, controlling for bias, estimating parameters.

Readings: Kitching, Ch 5 & 6; Page, Ch 6 (p 209-227); see also: Hillis, Ch. 11 (pp. 478-509).

Computer lab: PAUP*

Class notes

Week 9 - November 1 & 3
Measures of support

Reconstructions. Character optimization; delayed and accelerated transformation. Reliability of trees. Bootstrap, jackknife, decay, randomization tests.

Readings: Kitching, Ch 5 & 6; Page, Ch 6 (p 209-227); see also: Hillis, Ch. 11 (pp. 478-509).

Computer lab: PAUP*

Class notes

Week 10 - November 8 & 10
Comparison of trees
Consensus (Strict, semistrict, Adams, majority rule, Nelson). Data partitioning and combination. Comparison of trees. Tree to tree distances, similarity.

Readings: Kitching, Ch. 7 & 8

Computer lab: PAUP*

Class notes
Week 11 - November 15 & 17 Using phylogenies - Comparative method

Comparative methods.Phylogenies, taxonomies, and classification. Relationships among major groups of organisms.

Readings: selected papers from Harvey, et al. 1996

Computer lab: Component, TreeMap, CAIC

Class notes

Week 12 - November 22 & 24 Using phylogenies - Coevolution

Plant-insect interactions. Host-parasite interactions. Viral evolution.

Readings: selected papers

Computer lab:

Class notes

Week 13 - November 29 & December 1 Using phylogenies - Biogeography

Ecological versus historical biogeography. Vicariance versus long distance dispersal. Diffusion. Climates, plate tectonics.

Readings: selected papers

Computer lab:

Class notes

Week 14 - December 6 & 8 Student Presentations
 
Week 15 - December 13 Independent work on final projects