PROC. BIOL. Soc. WASH. 102(4), 1989, pp. 960-967 NEW GENERA IN THE THALASSINIDEAN FAMILIES CALOCARIDIDAE AND AXIIDAE (CRUSTACEA: DECAPODA) Abstract. - The family Calocarididae Ortmann, 1891, is resurrected and re- diagnosed. Three characters distinguish members of the family: hermaphro- ditism, eye reduction, and second pleopods having enlarged appendices mas- culinae along with loss of the distal endopod. The first pleopods are spatulate and somewhat plow-shaped, a character also seen in some axiids. Four genera are included in the Calocarididae: Calastacus, Calocaris, Callistocaris, and Lophaxius, the latter two being described as new. Two new genera in the Axiidae are described: Posthonocaris and Sakaiocaris. A scheme for the derivation of the Calocarididae from more generalized axiids such as the two newly-described genera, is proposed. The families and many of the genera of the Thalassinidea are extremely poorly de- fined, with little sense of phylogeny in the currently accepted classification. The Axi- idae in particular contains several more or less well diagnosed and probably polyphy- letic genera. In the course of a phylogenetic study of the thalassinideans, it became clear that a group of four genera ofaxiids were more closely related to each other than to the rest of the family. Almost 100years ago, Ortmann (1891), placed one of these genera in a separate family, the Calocaridae, but this taxon received no recognition and has not been used in the last 50 years. This fam- ily is now resurrected and rediagnosed for this group of four probably monophyletic genera. Calocarididae Ortmann, 1891 Calocaridae Ortmann, 1891:47, 50.-Ste- phensen, 1910:75, 77, 189.- Runnstr6m, 1925:14. Type genus. - Calocaris Bell, 1853. Diagnosis. -Hermaphroditic, generally deepwater forms, with eyes showing some reduction and loss of both pigment and om- matidial facets. Linea thalassinica absent. Maxilla 2 scaphognathite bearing spinulose whip. Maxilliped 3 bearing dentate ischial crest. Pereopods lacking exopods. Pereo- pods 1 and 2 chelate. Pleopodal rami elon- gate-slender. Pleopod 1 always present, of 2 articles, directed anteromesially along posterior thoracic sternites, with distal ar- ticle broadened and flattened, and bearing proximo mesial cluster of hooks (fused ap- pendix interna). Pleopod 2 present, showing loss of distal endopod, enlargement of ap- pendix masculina, and eventual fusion of appendix interna with appendix masculina. Uropodal outer ramus with transverse su- ture. Genera. - Calastacus Faxon, 1893; Cal- listocaris, new genus; Calocaris Bell, 1853; Lophaxius, new genus. Remarks. -Ortmann (1891) designated the new family Calocaridae, characterized by four features: rostrum flat, triangular; pleopodal rami narrow; outer uropodal ra- mus with suture; podobranchs and mas- tigobranchs present on pereopods. Ort- mann further suggested that eventually two subfamilies, the Calocarinae and the Lao- midiinae, would need to be distinguished. Stephensen (1910), in a rather obscure semi- popular handbook, used the name Calocar- idae as a family of the Anomura, though not designating an author. His diagnosis, loose- ly translated, reads: "The large chelae have straight long fingers, but no tubercles. Two pairs oflegs have chelae. Suture across outer branches ofuropod. (*Footnote-By a mis- fortune this suture was dropped from fig. 51). Only one genus and species with us" [presumably meaning 'in Denmark']. Fol- lowing this diagnosis, is a short discussion and figureof Calocaris macandreae Bell.The only other use of the name Calocaridae I have been able to trace, is that of Runn- strom (1925).This family name (in corrected form), is now resurrected, and its diagnosis expanded, to include several related genera, but not the genera of the Laomidiidae, which are markedly different. Calastacus Faxon, 1893 Calastacus Faxon, 1893:194.-Borradaile, 1903:539.-de Man, 1925:8, 116.-Balss, 1957:1580.-de Saint Laurent, 1972:353, 354. Type species. -By monotypy, Calastacus stilirostris Faxon, 1893:194. Diagnosis. -Hermaphroditic. Carapace: supraocular spine present; post-cervical ca- rina and spines lacking; rostrum at lower level than anterior carapace; rostral margins unarmed (except for supraocular spine); median carina entire; submedian carina lacking; lateral carina present only as short posterior extension of lateral rostral mar- gins. Eye lacking pigment, stalk equal to or shorter than cornea. Antennal acicle a slen- der, elongate spike. Maxillipeds: exopods on 1-3; epipods on 1-3, with small podobranch on 3; 2 arthro- branchs on 3. Pereopods: lacking exopods; epipods on 1-4, small podobranchs on 1-3; 2 arthro- branchs on 1-4; pleurobranchs lacking; pro- podi and dactyli of 3-5 cylindrical, not ex- panded; pereopod 1 chelipeds slightly asymmetrical, not sexually dimorphic; pe- reopod 2 chelate; pereopods 3-5, dactyli simple. Pleopods: rami elongate-slender; appen- dix intern a present on 2-5; pleopod 1 of 2 articles, distal article broad, plow-shaped, appendix interna represented by small me- sial lobe bearing hooks; pIeopod 2 with small appendix interna fused with basal article of appendix masculina; both articles of latter with double row of setae on mesial margin. Uropod: outer ramus with transverse dentate suture. Telson: lacking dorsal spines, longer than wide. Species.- Calastacus laevis de Saint Laurent, 1972. Bay of Biscay, north-east Atlantic, 950- 1000 m. Calastacus stilirostris Faxon, 1893. Pacific Mexico, 1208 m. Callistocaris, new genus Type species. -By present designation, Calocaris alcocki (McArdle, 1900). Etymology. - The generic name is de- rived from the Greek "kallistos" - most beautiful, plus "karis" -a shrimp. Gender: feminine. Diagnosis. - Hermaphroditic. Carapace: strong supraocular spine present; postcer- vical carina and spines lacking; rostrum set slightly lower than anterior carapace; rostral margins armed; median carina entire; sub- median carina entire; lateral carina entire posterior to supraocu1ar spine. Eye lacking pigment, anteriorly flattened, with mesio- distal tubercle; eye and stalk not differen- tiated. Antennal acicle fairly well devel- oped, spike-like, but considerably less than half length of peduncle article 4. Maxillipeds: exopods and epipods (no podobranchs) on 1-3; 2 arthrobranchs on 3. Pereopods: exopods lacking; epipods on 1-4, podobranchs lacking; 2 arthrobranchs on 1-4; pleurobranchs lacking; propodi and dactyli of 3-5 not expanded; pereopod 1 chelae symmetrical, lacking gape between fingers; pereopod 2 chelate; dactyli of 3-5 simple. Branchiae simple, lacking pinnae. Pleopods: rami elongate-slender, appen- dix interna lacking on 3-5, pleopod 1 uni- ramous, biarticulate, distal article bilobed, with small mesial patch of hooks; pleopod 2 appendix masculina with indication offu- sion of 2 articles, with double row of spines along mesial margin, and with appendix in- terna fused basally. Dropod: outer ramus with transverse non- dentate suture. Telson: longer than wide, lacking dorsal spmes. Species.- Callistocaris aberrans (Bouvier, 1905). Off St. Lucia, Lesser Antilles, 809 m. Callistocaris alcocki (McArdle, 1900). Bay of Bengal, 992 m. Callistocaris cf.alcocki (McArdle, 1900).SW Indian Ocean, 1000 m. Calocaris Bell, 1853 Calocaris Bell, 1853:231. -Ortmann, 1891: 50, pI. 1, fig. 5d-i.-Borradai1e, 1903: 539.-deMan, 1925:7, 114.-Balss, 1957: 1580.-de Saint Laurent, 1972:353, 354. Type species. -By monotypy, Calocaris macandreae Bell, 1853:233. Diagnosis. -Hermaphroditic. Carapace: supraocular spine part oflateral rostral spine series; post-cervical carina entire; rostrum at slightly lower level than anterior cara- pace; rostral margins armed; median carina entire; submedian carina absent; lateral ca- rina armed. Eye lacking pigment, stalk and cornea not differentiated; anteriorly flat- tened and contiguous along midline. An- tenna1 acicle reduced to barely visible scale. Maxillipeds: exopods and epipods on 1- 3; reduced podobranch on 2 and 3; 2 ar- throbranchs on 3. Pereopods: lacking exopods; epipods on 1-4, small podobranchs on 1-3; 2 arthro- branchs on 1-4; pleurobranchs lacking; pro- podi and dactyli of 3-5 not expanded; pere- opod 1, chelae subsimilar, symmetrical, not sexually dimorphic, broad gape between fin- gers; pereopod 2 chelate; pereopods 3-5 dactyli simple. Pleopods: pleopod 1 of 2 articles, distal article expanded, lobed, with patch of hooks on small mesiodistal lobe; pleopod 2, en- dopod lacking distal portion, appendix masculina slender, mesially setose, of single article, appendix intern a articulating at its base. Dropod: outer ramus with transverse non- dentate suture. Telson: longer than wide, with or lacking two rows of submedian non-articulating dorsal spines. Species. - Calocaris barnardi Stebbing, 1914. Off Sal- danha Bay, South Africa, 89-180 m. Off Namibia, 338 m. Calocaris granulosus Grebenyuk, 1975.Gulf of Alaska. Calocaris macandreae Bell, 1853. Mediter- ranean; North-east Atlantic, 25-1072 m. Calocaris sp. Indian 'form' of C. macan- dreae (see Alcock, 1901): Bay of Bengal, Arabian Sea. Calocaris templemani Squires, 1965. Northwest Atlantic, Newfoundland, Gulf of Maine, 260 m. Lophaxius, new genus Type species. -By present designation, Lophaxius rathbunae, new species (=Ca- lastacus investigatoris Rathbun, 1904, non Anderson, 1896). Etymology. - The generic name is de- rived from the Greek 'lophos,' a crest or mane, referring to the post-cervical mid- dorsal ridge of the carapace, plus the fre- quently-used 'axius.' Gender: masculine. Diagnosis. -Hermaphroditic. Carapace: supraocular spine (part of lateral rostral se- ries) present; post-cervical carina with ir- regular tubercles present; rostrum at slightly lower level than anterior carapace; rostral margins armed; median carina entire; sub- median carina absent; lateral carina only extending short distance posterior to ros- trum, with one or two spines. Cornea un- pigmented, not flattened; stalk subequal to cornea in length. Antennal acicle short. Maxillipeds 1-3 with exopods and epipods; large podobranch on 2 and 3; 2 arthro- branchs on 3. Pereopods: exopods lacking; epipods on 1-4, with large podobranch on 1-3; 2 ar- throbranchs on 1-4; pleurobranchs lacking; pereopod 1 symmetrical, fingers of chelae gaping basally; pereopod 2 subchelate; dac- tyli of 3-5 simple. Pleopods: rami elongate-slender; appen- dix interna present on 2-5; pleopod 1 of 2 articles, distal article spatulate, with small mesial patch of hooks; pieopod 2, appendix masculina slender, tapering, setose, with ap- pendix interna articulating at its base. Uropod: outer ramus with transverse non- dentate suture. Telson: longer than wide, with dorsal non- articulating spines. Species.- Lophaxius investigatoris (Anderson, 1896). Arabian Sea, 1733 m. Lophaxius rathbunae, new species. North- eastern Pacific, Alaska to California, 549- 1190 m. Remarks. - Lophaxius resembles Calas- tacus in having non-pigmented eyes, and with the cornea not flattened as in Calo- caris. It differs from typical Calastacus in having spines on the rostrum, pleopod 1not as broadly plow-shaped, the appendix mas- culina of pleopod 2 not as modified, the appendix intern a free, in having a well de- veloped postcervical carina, and in having the chela of pereopod 1with a gap between fingers as in Calocaris. Lophaxius rathbunae, new species Calastacus investigatoris Rathbun, 1904: 151, non Anderson, 1896.-Schmitt, 1921:112, fig. 75, non Anderson, 1896. Diagnosis. -Carapace, palm of first che- la, abdominal somites, uropods, and telson tuberculate. Merus of pereopod Iwith about 10 spines on anterior (upper) margin, eight spines on posterior (lower) margin. Outer uropodal ramus with six spines on outer margin; inner uropodal ramus with two or three spines on outer margin. Material.-Syntypes, USNM 28316, cl 19.5 mm, Albatross sta 3347, off Cascade Head, Oregon, 631 m.-USNM 28317, cl 19.1mm, Albatross sta 3210, south of Dan- nakh Islands, Alaska, 884 m. - USNM 28318, ovig. cl 18.4 mm, 17.1 mm, Alba- tross sta 2928, off San Diego, California, 763 m.-USNM 155734, cl17.1 mm,AI- batross sta 4352, off San Diego, California, 979-1005 m. Remarks. - The species Calastacus inves- tigatoris Anderson, 1896, from 1733 m in the Arabian Sea is, from the description and figure (Alcock & Anderson 1896:pl. 25, fig. 1) remarkably similar to the north-eastern Pacific species, but differs in having weaker spination on the anterior and posterior mar- gins of the merus of the first chelipeds, and in lacking marginal teeth on the inner uro- podal ramus. No doubt further differences would be apparent, were material of the In- dian Ocean species available. Indeed, Rath- bun (1904: 151) mentioned that not all the eastern Pacific specimens agreed with Al- cock's description; she also noted some variability in the specimens at her disposal. Given the vast distance between the Indian and Pacific Ocean records, and the differ- ences noted, the two species cannot be re- garded as conspecific. Key to genera of the Calocarididae 1. Post-cervical carina or ridge present on carapace 2 - Carapace lacking post-cervical ca- rina 3 2. Eyes flattened, mesially contiguous .......................... Calocaris - Eyes rounded, not mesially contig- uous Lophaxius 3. Eyes rounded; appendix masculina mesially setose Calastacus - Eyes flattened; appendix masculina mesially spinose Callistocaris Axiidae Huxley, 1878 Posthonocaris, new genus Type species. - By present designation, Axius rudis Rathbun, 1906. Etymology. - The generic name is a com- bination of the Greek 'posthon' -one hav- ing a large penis (referring to the large ap- pendix masculina), plus 'karis' -a shrimp. Gender: feminine. Diagnosis. -Gonochoristic, but with her- maphroditic forms occurring in the popu- lation. Carapace: cervical groove present; postcervical carina and spines absent; ros- tral margins armed; median carina entire; submedian carina dentate; lateral carina en- tire (apart from supraocular spine). Eyeswell pigmented; eyestalk rounded, longer than or subequal to cornea. Antennal acicle a well developed spike. Maxillipeds: exopods on 1-3; epipod present on 1 and 2; 3 with epipod plus po- dobranch, two arthrobranchs. Pereopods: exopods absent; pereopods 1- 3 with epipod plus podobranch; pereopod 4 with epipod only; two arthrobranchs on 1-4; one pleurobranch on 2-4. Pereopod 1 chelae asymmetrical. Pereopods 3-5, dac- tyli simple. Pleopods: Rami elongate-slender. Pleo- pod 1 in female slender-elongate, of 2 ar- ticles, distal article bearing marginal setae; pleopod 1 of male or hermaphrodite spat- ulate, of 2 articles, distal article bearing proximomesial clump of hooks; pleopod 2 of male or hermaphrodite with distal setose portion of endopod somewhat reduced, ap- pendix masculina and appendix interna ar- ticulating at about midlength of endopod, appendix masculina elongate, setose, reach- ing well beyond apices of endopod and ex- opod; pleopods 3-5 lacking appendices in- ternae. Uropod: Outer ramus with transverse dentate suture. Telson: With non-articulating dorsal spines; single posterolateral articulating spme. Species.- Lophaxius longipes (Bouvier, 1905), offBar- bados, 225 m. Lophaxius rudis (Rathbun, 1906), off Ha- waii, 73-426 m. Sakaiocaris, new genus Type species. -By present designation, Axiopsis brucei Sakai, 1986. Etymology. - The generic name is a com- bination of 'sakai,' for Dr. Katsushi Sakai, plus the Greek 'karis' -a shrimp. Gender: feminine. Diagnosis. - Males, females, and her- maphroditic forms occurring in same species. Carapace: cervical groove present; post-cervical carina a low rounded ridge lacking spines or tubercles; rostral margins dentate; median carina dentate; submedian carina dentate; lateral carina dentate. Eye with reduced pigmentation; eyestalk round- ed. Antennal acicle a well developed spike. Maxillipeds: 1-3 with epipod and exo- pod, 2-3 with reduced podobranch; two ar- throbranchs on 3. Pereopods: exopods lacking; epipod plus podobranch on 1-3; epipod only on 4; two arthrobranchs on 1-4; one pleurobranch on 2-4. Pereopod 1, chelae asymmetrical. Pe- reopod 2 chelate. Pereopods 3-5, dactyli simple. Pleopods: Pleopod 1of male of 2 articles, distal article spatulate, with proximo mesial clump of small hooks. Pleopod 1 in female (and in only hermaphrodites seen), slender, elongate, of 2 articles, distal article bearing marginal setae; pleopod 2 in male with large exopod and endopod, setose appendix mas- culina and appendix interna both articulat- ing proximally on endopod. Pleopods 3-5 with free appendix interna. Uropod: outer ramus with dentate trans- verse suture. Telson: with non-articulating dorsal spines; with two articulating postero-lateral spines. ~n~? ~ ~~W~ 91 ot 01 91 cr, d2 9' Ot 02 1 '! 2 LophaJCius Fig. I. Hypothetical scheme for derivation of the Calocarididae from more generalized Axiidae, illustrating pleopods I and 2, and changes in character-states. Endopod of pleopod 2 shaded. (Abbreviations: app. int.- appendix interna; app. mas.-appendix masculina; pl.-pleopod.) Species.- Sakaiocaris brucei (Sakai, 1986); off West- ern Australia, in hexactinellid sponges, 296-458 m. Three synapomorphies separate the Cal- ocarididae from the Axiidae (s.1.). I. Invar- iable hermaphroditism. 2. Enlargement of the appendix masculina of pieopod 2, along with loss of the setose distal element of the endopod. 3. Eye reduction and loss of eye pigment. A possible pathway in the development of hermaphroditism, from purely gono- choristic forms (e.g., Coralaxius), through forms having some hermaphrodites in the population (e.g., Posthonocaris, Sakaiocar- is), to purely hermaphroditic forms (Calo- caris, Calastacus, Callistocaris, Lophaxius), is illustrated in Fig. I. Coralaxius Kensley & Gore, 1981, is purely gonochoristic, and possesses sexually dimorphic first pleopods. In the male, the first pleopod is uniramous and biarticulate, the distal article being spatulate and having a clump of mesial hooks. These latter are presumed to come from the appendix interna which has fused with the endopod; the exopod has either been lost or has fused with the endopod. It is postulated that the genera Posthonocaris and Sakaiocaris have hermaphroditic forms in the population. In these, the first pleopod of the female or protandrous hermaphrodite is a slender setose, uniramous, biarticulate structure, while in the males, a spatulate first pleopod very similar to those found in the Calocarididae is seen. The presence of pro- tandrous hermaphrodites in populations of decapod species has been well documented. Policansky (1982) mentions a variety of decapod crustaceans in which protandry oc- curs, including Calocaris macandreae in which the biology, and especially reproduc- tion, has been well examined (see Wolle- baek 1909, Runnstrom 1925, Buchanan 1963). Bauer (1986) reported the presence of primary males, primary females, and pro- tandric hermaphrodites that pass through a male phase, a transitional phase, and then become breeding females, in the hippolytid caridean shrimp Thor manningi. While ten specimens of Sakaiocaris brucei and four specimens of the two species of Posthono- caris form too small a sample on which to state with certainty that protandrous her- maphrodites occur in these populations, the dimensions of the specimens (at least ofthe former species) would seem to suggest this. The only ovigerous female of S. brucei seen has a carapace length of21.9 mm; the three hermaphrodites with their female first pleo- pods measure 16.1, 19.6, and 20.0 mm (sug- gesting that these are either in the transi- tional phase or approaching the breeding female phase), while five males range from 13.8-23.3 mm. Posthonocaris seems to represent a more advanced stage than Sakaiocaris, in this supposed trend towards hermaphroditism. This is seen in the reduction of the setose distal portion of endopod of pleopod 2, an elongation of the proximal non-setose por- tion, and marked enlargement of the ap- pendix masculina. In the fully hermaphro- ditic calocaridids Calastacus and Cal!istocaris, the final stage of this trend, with complete loss of the distal endopod, and enlargement and specialization of the appendix masculina, with which the appen- dix intern a has fused, can be seen. There would seem to be a correlation be- tween development of hermaphroditism and depth distribution in this group of thalas- sinideans. Coralaxius, with its spatulate first pleopod in the male, is a shallow (11-76 m) coral reef inhabitant. Sakaiocaris inhabits hexactinellid sponges in 296-456 m. Per- haps there is a reproductive advantage in having a hermaphroditic phase in this species, given its cryptic habit. Species of Posthonocaris have been recorded in depths of 73-426 m; Calocaris from 89-1072 m; Callistocaris from 809-1000 m; Calastacus from 970-1208 m; Lophaxius from 1733 m. Loss of eye pigment and corneal facets, along with a breakdown of the distinction between cornea and stalk, can be seen in the four genera ofthe Calocarididae, suggesting loss of function linked to increased depth distribution. The hypothetical scheme pro- posed in Fig. 1 requires that anteriorly flat- tened eyes arose independently in Calocaris and Callistocaris, which is not unfeasible. Similar flattening of eyes can be seen in sev- eral decapod groups such as cave-dwelling hippolytid shrimps, deepsea bresiliid shrimp, as well as in the stomatopod genus Bathysquilla (R. B. Manning, pers. comm.). Acknowledgments I am very grateful to the following for the loan of material: A. J. Bruce of the Northern Territory Museum of Arts and Sciences, Australia; A. Johnson of the museum of Comparative Zoology, Harvard University; R. Springthorpe ofthe Australian Museum, Sydney; M. van der Merwe of the South African Museum, Cape Town. I thank F. A. Chace, Jr., A. B. Williams, and R. B. 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