Morphological Changes in Pedal Phalanges Through Ornithopod Dinosaur Evolution: A Biomechanical Approach Karen Moreno,1* Matthew T. Carrano,2 and Rebecca Snyder3 1Department of Earth Sciences, University of Bristol, Bristol BS8 1RJ, UK 2Department of Paleobiology, National Museum of Natural History, Smithsonian Institution, Washington, District of Columbia 20013-0121 3Applied Morphometrics Laboratory, National Museum of Natural History, Smithsonian Institution, Washington, District of Columbia 20013-0121 ABSTRACT The evolution of ornithopod dinosaurs pro- vides a well-documented example of the transition from digitigrady to subunguligrady. During this transition, the ornithopod pes was drastically altered from the plesiomor- phic dinosaurian morphology (four digits, claw-shaped unguals, strongly concavo-convex joints, phalanges longer than wide, excavated collateral ligament fossae, presence of sagittal ridge, and prominent processes for the attach- ment of tendons) to a more derived condition (tridactyly, modi?cation of the unguals into hooves, phalanges wider and thinner than long, lack of collateral ligament fossae, loss of sagittal ridge and tendon attachment processes, relatively ?attened articular surfaces). These changes are particularly noteworthy given the overall conservatism in pedal morphology seen across Dinosauria. But what are the functional consequences of these speci?c morphologi- cal transitions? To study them, we examine a wide range of pedal morphologies in four non-avian dinosaurs and two birds. Our analyses of the external morphology, two- dimensional models (using Finite Element Analysis), and internal bone structure demonstrate that this evolution- ary shift was accompanied by a loss of digit mobility and ?exibility. In addition, pedal posture was modi?ed to bet- ter align the pes with the main direction of the ground reaction force, thus becoming well suited to support high loads. These conclusions can be applied to other, parallel evolutionary changes (in both dinosaurs and mammals) that involved similar transitions to a subunguligrade pos- ture. J. Morphol. 268:50?63, 2007.  2006 Wiley-Liss, Inc. KEY WORDS: biomechanics; functional morphology; kinematics; foot; ?nite element analysis; trabecular structure; stress distribution Ornithopods were a diverse group of ornithischian dinosaurs that, having originated as approximately kilogram-sized bipeds in the Late Triassic, eventu- ally achieved multi-ton body sizes by the Late Cre- taceous. The development of cranial crests among hadrosaurid ornithopods is one of the most remark- able aspects of their evolutionary history (Sereno, 1999). The group is particularly interesting from an evolutionary standpoint because it records a number of long, gradual morphological transitions via a rela- tively dense series of closely related forms. Among the most signi?cant such transitions is the acquisi- tion of quadrupedalism, associated with many modi- ?cations of the pes (Fig. 1). The acquisition of a subunguligrade pes presents a striking example of convergence with mammals such as rhinocerotids and proboscideans. Studies of mammals indicate that as body size increases, limb posture becomes progressively more upright, and limb motion is restricted to a predominantly para- sagittal plane (Hildebrand, 1988; Biewener, 1989; Christiansen, 2002). These changes allow a reduc- tion in the mass-speci?c amount of force required to counteract moments about the limb joints (Biew- ener, 1989), and are based on physical rather than phylogenetic constraints. Therefore, it is reasonable to hypothesize that such changes may have accom- panied body-size increases in dinosaurs as well. In fact, the transition to a quadrupedal posture occurs in parallel within numerous dinosaur lineages [stegosaurs, ceratopsians, and sauropods (Sereno, 1999; Carrano, 2001)], presumably with a consequent forward shift of the center of mass (Henderson, 1999). Although some uncertainty still exists about how spe- cialized (or obligatory) ornithopod quadrupedalism was, evidence of its use is available fromdifferent-sized manual/pedal sets of footprints (Lockley and Hunt, 1995; Wright, 1999). In addition, the more primitive ornithopod Dryosaurus may represent an intermedi- ate stage in the transition to bipedalism, inwhich juve- niles engaged in facultative quadrupedalism but Contract grant sponsors: NMNH Equipment Fund; Overseas Research Student Award, Universities UK; University of Bristol Scholarship; Evolution of Terrestrial Ecosystems Group (publication no. 141). *Correspondence to: Karen Moreno, University of New South Wales, School of Biology, Earth and Environmental Sciences, Biol- ogy Building (D26), Room 558, Sydney, Australia 2052. E-mail: dinohuella@yahoo.com Published online 4 December 2006 in Wiley InterScience (www.interscience.wiley.com) DOI: 10.1002/jmor.10498 JOURNAL OF MORPHOLOGY 268:50?63 (2007)  2006 WILEY-LISS, INC. adults were nearly exclusively bipedal (Heinrich et al., 1993). A comparative anatomical study of the hadro- saurid ornithopod Maiasaura (Dilkes, 2001) showed that although the forelimb was gracile, it was well suited to carry a portion of body weight, especially in adults. The pedal morphology of basal ornithopods is shared with theropods and is considered plesio- morphic for Dinosauria. This morphology consists of three primary weight-bearing digits, a phalan- geal formula of 2-3-4-5-0, claw-shaped unguals, phalanges that are proximodistally longer than mediolaterally wider, well-developed collateral lig- ament fossae (Fig. 2A), prominent proximal pro- cesses for the attachment of extensor and ?exor tendons, and pronounced development of saddle- shaped (or ginglymoid) joints formed by a sagittal ridge on the proximal phalangeal articular surface (and a complementary furrow on the distal sur- face) (Fig. 2B). These features are evident in most basal ornithischians, including Lesothosaurus and ??hypsilophodontians?? such as Hypsilophodon, The- scelosaurus, and Tenontosaurus. Basal ankylopol- lexians such as Camptosaurus show some forelimb modi?cations that suggest intermittent use in sup- port, but the pes remains quite primitive and retains three claw-like unguals. In all these forms, the pes is distinctly digitigrade, and footprints attributed to primitive ornithopods show discrete digit marks with no indication of a ?e- shy metatarsal pad. However, more highly derived ornithopods (iguanodontians) modi?ed this digiti- grade pes into a more subunguligade structure. At the same time, the manus became more highly modi?ed for weight bearing, and quadrupedalism was presumably more frequently used. These orni- thopods eliminated the ?rst pedal digit (resulting in a phalangeal formula of 0-3-4-5-0) and modi?ed the unguals into hooves. The phalanges are mediolater- ally wider and anteroposteriorly thinner than proxi- modistally long, lack collateral ligament fossae, and exhibit neither a sagittal ridge, a process for tendon attachment, nor excavation of the joint surfaces; all articular surfaces are ?attened relative to the ple- siomorphic state. These marked postural and mor- phological differences imply associated differences in pedal kinematics, and therefore in the distribu- tion of forces across the pes. In the present work, our goal was to evaluate the responses of different ornithopod phalangeal morphologies to external loading. Speci?cally, we examined differences in pedal digit morphology and mobility within and among taxa by studying the external characteristics of the joints. To test whether these differences may have been corre- lated with loading conditions during locomotion, we modeled the distribution of loading in isolated phalanges of various proportions using ?nite ele- ment analysis (FEA). Because trabecular architec- ture is at least partly related to the principal lon- Fig. 1. Evolution within Ornithopoda. Changes of stance, posture, and size are evident from the skeletal reconstructions; enlargements highlight changes in digit III pedal morphology. The presence of a soft-tissue pad (black outline beneath pedal pha- langes) has been inferred from trackway morphologies. Skeletal reconstructions are approximately to scale (Lesothosaurus, 1 m total length; Camptosaurus, 8 m; Corythosaurus, 10 m; modi?ed from Paul 1987); (phylogeny simpli?ed from Carrano, 1999). PEDAL EVOLUTION IN ORNITHOPOD DINOSAURS 51 Journal of Morphology DOI 10.1002/jmor gitudinal stresses and the magnitude of shear stresses (Wolff, 1870; Hayes et al., 1982; Bertram and Swartz, 1991; Gefen and Seliktar, 2004), we documented the internal trabecular structure using computed tomography (CT) scanned images, and made comparisons to the modeled loading pat- terns. Finally, we interpreted the results in light of several perceived anatomical ??zones?? within the phalanx, as a means to understand the consequen- ces of morphological changes on the external and internal structures of the distal pedal phalanges. MATERIALS AND METHODS For this study, we focused on the non-ungual phalanges from nearly complete specimens of associated ornithopod feet. We studied three specimens of the ankylopollexian Camptosaurus dispar (USNM 5473, USNM 4277, USNM 4697) and two hadro- saurids, Corythosaurus casuarius (USNM 15578) and Saurolo- phus sp. (AMNH 5271; mounted in plaster). For comparative purposes, we also examined the pedes of the non-avian theropod Allosaurus fragilis (USNM 8324) and the extant ratites Dro- maius novaehollandiae and Rhea americana (Fig. 3). External Morphology We quanti?ed the distal joint curvature (Fig. 4A) and sagittal ridge height (Fig. 5A) of the pedal phalanges in order to describe the basic changes that occurred during the evolution of the ornithopod pes. Joint curvature re?ects the maximal amount of dorsoventral ?exion and extension; more ?attened phalangeal surfaces were presumably capable of less rotation in the dorsoventral plane. The sagittal ridge is a narrow crest that crosses the proximal joint surface dorsoventrally, dividing it into two concave facets and thereby creating a ginglymoid mor- phology (Fig. 2B). This morphology at least partly serves to con- strain mediolateral and rotational movements, acting to enforce dorsoventral motion when the joint is under torsional loads. Measurements of the sagittal ridge and joint curvature on these specimens were obtained from the digitized distal joint surfaces using a MicroScribe G2XL (Immersion Corporation M.R.) in combination with the software Rhinoceros 3D (version 3.0, educational license for the Applied Morphometrics Labora- tory, National Museum of Natural History, Smithsonian Institu- tion). For practical reasons, the sagittal ridge data were col- lected from the distal joint surface (i.e., the sagittal furrow) of the preceding phalanx (Fig. 2B). Although the sagittal ridge itself is present on the proximal articulation, the contacting phalangeal surfaces conform nearly perfectly, permitting accu- rate measurements to be taken from either surface. Modeling We created two-dimensional (2D) models of individual pha- langes with the software Fempro (Algor V19, Fempro). We con- structed basic phalangeal models by assembling two basic geo- metric shapes, a circle and a truncated cone, into a single struc- ture that represents a phalanx in lateral view. Either shape (or both) could be modi?ed in order to create variations in the over- all shape of the phalanx. Constant left-right symmetry of the structure (circle and truncated cone assembled) was maintained in our models (Fig. 2A). Although real phalanges often show some degree of asym- metry, especially in animals with specialized locomotory behav- iors (e.g., asymmetrical step, fossorial, etc.), the objective of our model is to show general patterns in phalangeal morphology that can be easily compared between different animals regard- less of individual or speci?c variations. The different degrees of asymmetry can be treated as an additional (untested) variable that might further modify the stress distributions; certainly this aspect is worthy of further study. The scale of the model is assumed to have little effect on the stress distribution. Other studies have shown that for many mammals, stresses are maintained at relatively constant levels over a wide size range without disproportionate changes in the cross-sectional areas of bones (Alexander et al., 1979). There- fore, the results of the present model can be generally compared with pedal bones of different absolute sizes. To study the in?uence of shaft length (Fig. 2A), we increased the height of the truncated cone, but not the dimensions of its top, bottom, sides, or of the circle. We used the same method to vary the proximal surface width, by changing the length of the topside of the truncated cone and adjusting the lateral sides for Fig. 2. Anatomical terms and measurements used in this study. A) Mediolateral view; B) Anterior view. 52 K. MORENO ET AL. Journal of Morphology DOI 10.1002/jmor Fig. 3. Photographs of specimens used in this study in dorsal view. A) Camptosaurus dispar, left pes, USNM 5473; B) Campto- saurus dispar, right pes, USNM 4277; C) Camptosaurus dispar, left pes, USNM 4697; D) Corythosaurus casuarius, right pes, USNM 15578; E) Saurolophus sp., right pes, AMNH 5271; F) Allosaurus fragilis, left pes, USNM 8424; G) Dromaius novaehollan- diae, left pes, P. Kroehler, pers. coll.; and H) Rhea americana, right pes, P. Kroehler, pers. coll. Ornithopods are enclosed in a frame. Scale bars ? 10 cm. PEDAL EVOLUTION IN ORNITHOPOD DINOSAURS 53 Journal of Morphology DOI 10.1002/jmor the new shape. For the proximal joint concavity, the portion enclosed by a curve inscribed within the truncated cone was subtracted from the total surface. An equivalent technique was used for the distal convexity: we subtracted the distalmost area formed by a curve inscribed in the circle. Finite Element Analysis We performed a FEA in order to examine stress distributions within the modeled phalanges. The FEAwas performed by the soft- ware Fempro (Algor V19, Fempro), under the following conditions: 1) Meshing was set to triangular shape at a density of 400? 450 triangles per area unit, with optimum meshing symme- try. This construction geometry acts as a braced framework (truss), preventing bending loads in the structure, and is subjected only to longitudinal loading (tension and compres- sion) but not shear or bending. These characteristics are compatible with cancellous bone behavior (Currey, 2002; Levin, 2002). 2) Material properties were taken from published values (Reilly and Burstein, 1975) for fast-growing Haversian bovine bone (isotropic): density ? 1,895 kg/m3; elastic modulus (E) ? 10 GPa; Poisson?s ratio ? 0.4; shear modulus (G) ? 3.66 GPa. Bo- vine histology seems to resemble that of certain dinosaurs (Reid, 1996), at least enough to allow the assumption of broadly similar material properties and minimum strength capability estimates for the models. Nonetheless, we also tested two other material properties in order to assess the effects of changes in this variable. First, we used general bone material properties taken from Currey, 2002: density ? 2,000 elastic modulus (E) ? 20 GPa; Poisson?s ratio ? 0.3; shear modulus (G) ? 5 GPa. Using these properties did not affect the stress distribution; mini- mum and maximum stress values varied up to 3% from the calculated ones using bovine material, but retained their lin- earity. Second, we used red oak wood (the optimum under compression) from Algor?s Library (density ? 662.6 elastic modulus (E) ? 12.411 GPa; Poisson?s ratio ? 0; shear modu- lus (G) ? 0 GPa). This test also con?rmed stress distribution and linearity, with output values (stress) deviating up to 8% in comparison with Bovine material. Both of the alternative materials tested do not alter the general results of our study. Therefore, there is no reason to believe that biologically rea- sonable changes in material properties would modify our conclusions. 3) With estimates of the body weight and the proximal joint sur- face area of a given bipedal tridactyl dinosaur, one can roughly calculate the loading conditions on a single toe in a standing still posture. Camptosaurus and Allosaurus had a body weight of 10 kN (calculated based on femoral circum- ferences 300 mm for USNM 6061, USNM 5959, and USNM 8424; Anderson et al., 1985) and a proximal joint surface area of 30 to 40 cm2. Corythosaurus and Saurolophus had a body weight between 70 and 100 kN (Seebacher, 2001), and a proxi- mal joint surface of 50?60 cm2. Using these estimates, we derive for a single toe a load of 0.5 MPa (1 MPa ? 1,000 kN/ m2) for Camptosaurus and Allosaurus, and a load of 2?3 MPa for Corythosaurus and Saurolophus. These values fall well within the range of values tested in our models (between 0.0001 and 300 MPa). It is important to mention that the re- sultant stress is actually a linear function of the applied load. In other word, the stress distribution is independent of the load magnitude itself. Therefore, even if the estimates above for realistic loading conditions (0.5?3 MPa) are inaccurate, our results remain valid. Loading was applied normal to the joint surface, under the assumption that the cartilage and synovial capsule would transmit most normalized forces. This is based on theoretical models (Matthewson, 1982; Dar and Aspden, 2003), which es- tablish that the synovial liquid (uncompressible) as well as the cartilage elasticity redistributes and homogenizes loads. Real conditions might differ from theoretical ones, and are worth further study, but these conditions are used here to facilitate calculations in the present study. 4) Mobility was constrained by ?xing the distal joint in all direc- tions (Fig. 2A), in order to simulate limitations on movement due to the presence of a subsequent phalanx, the ground reac- tion force (GRF), and the collateral ligaments when the foot was in contact with the ground. Tendon force was not consid- ered in the study, because it would introduce a dynamic struc- ture, thus beyond the scope of the present analysis. 5) Output stress values are expressed as a percentage of the load applied. This method permits a correct interpretation of the data, since the numbers presented here have little rela- tionship with other experimental or in vivo values. Stress values (Von mises) can be obtained simply by multiplying the magnitude of the load in N/m2 applied and dividing by 100. Values were tested between 1,000 and 300,000,000 N/ m2 (see above). 6) For all FEA results, color range settings were standardized based on the highest and lowest percentages found after all the model calculations were completed (27?338%). This pro- vides a visual means for comparing communicating stress distributions between the models. These loading and constraint conditions correspond to a static analysis of the stance phase in locomotion. As the pha- langes were modeled as isolated elements, and loading magni- tude and direction have no signi?cant effect, our model will reveal general stress distributions for any phalanx at a given instant when the foot is in contact with the ground. This means that our modeled phalanges could correspond to any location in the foot (different phalanges, digits, or sides), as well as differ- ent foot postures during weight-bearing walking phases (early stance, weight bearing, kick off), but always (and only) under static conditions. Internal Morphology We obtained images of the internal structure of the bones by CT scanning, using a Somatom AR.SP scanner (Siemens Corpo- ration) at the National Museum of Natural History (Smithsonian Institution). We scanned the ?rst pedal phalanges of four taxa: Allosaurus, Camptosaurus, a juvenile Corythosaurus, and Sauro- lophus. The ?rst three were scanned using a consistent ?eld of view (FOV) of 116 mm2 (512 3 512 voxels) and 1 mm slice thick- ness. The single specimen of Saurolophus (AMNH 5271) required a larger FOV of 350 mm2 (512 3 512 voxels) and 2 mm slice thickness because it was permanently mounted on a plaster base. These images revealed the general trabecular orientation and density of the internal structure of the bones, which are known to have some relationship with the orientation of princi- pal compressive or tensile stresses, as well as the magnitude of shear stresses (Wolff, 1870; Hayes et al., 1982; Bertram and Swartz, 1991; Gefen and Seliktar, 2004). We tested these obser- vations against independent results from the FEA of two- dimensional models (see above). In the CT images, the gray scale indicates material density, with white as the highest value and black as the lowest (e.g., Fig. 8). However, it is important to note that high density (white) does not necessarily indicate dense fossilized bone, but could also correspond to a harder element such as quartz (per- haps in?lling the medullary cavity), or to a transition between a surrounding low-density material (air) to the higher-density fossil (often creating a white outline). No extant taxa were included in the current analysis. This deliberate omission re?ects the signi?cant anatomical differen- ces between most modern animals and non-avian dinosaurs, which present a speci?c loading problem in each case and are beyond the scope of the present investigation. For example, birds display a distinct limb orientation in steady standing: a horizontal femur and a near-vertical lower limb, which would 54 K. MORENO ET AL. Journal of Morphology DOI 10.1002/jmor transmit a large amount of the load from the metatarsal ends to the ground and a minor part to the pes (Carrano and Biew- ener, 1999; Farlow et al., 2000), thus minimizing the participa- tion of the phalanges in supporting body weight. A different but analogous result would be expected for reptiles due to their sprawling leg posture. Finally, mammals, which seem to have closer limb postures and locomotion biomechanics with dino- saurs (Carrano, 1997, 1998, 2001), exhibit a distinct ankle anat- omy, with a greater participation of tarsals rather than pha- langes. All these variables require further study and the devel- opment of more complex models. RESULTS External Morphology The distal joint curvature is approximately circu- lar in lateral view, and the collateral ligament fossa is located close to the center of rotation (Fig. 4A). However, the penultimate phalanges are an excep- tion; they achieve a larger ventral joint surface through a reduction of dorsal width and increase in ventral width. Here, when the collateral fossa is Fig. 5. Joint surface topography in pedal phalanges. A) Measurements taken in dorsal view (curve, chord), distal joint surface (sagittal furrow), showing the curvature calculation. B) Graph of the average sagittal furrow depth. Fig. 4. Distal joint curvature in pedal phalanges. A) Measurements taken in lateral view (curve, chord), showing the curvature calculation. B) Graph of the average curvature for each digit in the studied specimens. PEDAL EVOLUTION IN ORNITHOPOD DINOSAURS 55 Journal of Morphology DOI 10.1002/jmor present (Camptosaurus, Allosaurus, and ratites) and displaced dorsally, it generates an angle with respect to the ligament that attaches to the ungual. The depth of the collateral ligament fossa can be greater on either the lateral (Camptosaurus) or medial side (Allosaurus), or both may be equal (ratites). On the other hand, Saurolophus and Cor- ythosaurus lack such fossae, and the distal joint remains roughly symmetrical, although the outer sides are better developed in digits II and IV. The average curvature (Fig. 4B) of Corythosau- rus phalanges is nearly constant and close to 1.0 for all three digits. In contrast, digits II and III of Camptosaurus seems to be at least as curved as those of Allosaurus if not more, but in general cur- vature remains constant between and within digits (a low standard deviation). Allosaurus has one of the largest digit IV curvatures, even more than the average in birds, whereas birds have the larg- est distal joint curvatures in digits II and III. Rat- ites show a large standard deviation in all digits. This re?ects the high curvature of proximal pha- langes and relatively lower curvature of distal phalanges. In Figure 4B, Dromaius and Rhea plot together within the same standard deviation. For most taxa we examined, lateral digits have a wider dispersal of values than the central one (Fig. 5B), and show a better-developed sagittal ridge. This is especially the case for digit IV, where we found the greatest depth values. With the exception of Camptosaurus, the third digit presents a low sagittal ridge, and all digit III pha- langes plot together. Corythosaurus and Saurolo- phus retain low depth values for all digits, which is indicative of their derived hadrosaurid condition (i.e., ?attened joint surfaces). To summarize, the phalangeal curvature (char- acteristic associated with movement range) and the development of the sagittal ridge (related to phalangeal interlocking) show a general decrease in the following order: ?rst theropods (Allosaurus and the birds) together with Camptosaurus, and ?nally hadrosaurids. An exception to the rule is digit III of Camptosaurus, which has a deep sagit- tal ridge and contrasts with all the other taxa examined. Curvature is consistent between the digits in ornithopods, whereas it shows greater variability in theropods. Finite Element Analysis 2D In general, our 2D FEA models exhibit their highest stress zones at the contact between the truncated cone and circle (i.e., the phalanx neck; Fig. 6), where the extremes of the constraints are located. The lowest stresses are distributed toward the distal joint. Logically, these stress patterns are highly in?uenced by the geometric properties of the phalanx. The cone acts as a funnel, concentrat- ing loads toward the outside edges of the narrow section, and the circle ef?ciently focuses them near the loading point, which is evident in the model results (see Fig. 6). Even when these geometric ?g- ures are fused, with smooth edges, the stress dis- tribution pattern remains fairly constant (Fig. 7.1B,D). Shortening the shaft length (Fig. 7.1A?D) in- creases the maximum stress (compare between Figs. 7.1A,C and 7.1B,D) but tends to lower the minimum stress. Therefore, the range of stress values is wider, and high loads are concentrated in the small area of the phalanx neck (see Fig. 2); this region exhibits the highest stress of all the ex- perimental models (Fig. 7.1C). Small increases in the concavity of the proximal joint surface (Fig. 7.2A?D) generate a small decrease in maximum stress (Fig. 7.2B,C), but a deeper concav- ity with sharp edges produces higher stress along this surface (Fig. 7.2D). Hence, the potential bene- ?ts (lower stress range) of increasing the proximal concavity are limited. Minimum stress remains con- stant and distally located, which means that changes to the morphology of the proximal concavity have no effect on the distal joint surface, in contrast to the previous example. These models also show larger stresses distributed along the walls, leaving Fig. 6. Stress distribution in the basic geometrical shapes used to construct our 2D phalanx model. A) Truncated cone; B) Circle. Gray arrows show the application of stress; gray trian- gles indicate where the structure was ?xed against motion. In- ternal stress levels are shown from highest (red) to lowest (blue). Note that the truncated cone concentrates stress toward the distal part, whereas the circle effectively concentrates it near the point of application (black arrows). 56 K. MORENO ET AL. Journal of Morphology DOI 10.1002/jmor Fig. 7. 2D model of a phalanx in FEA, showing effects of morphological variation. Row 1 varies shaft length and ??neck?? presence: 1A) original shape, considered a ??long shaft??; 1B) removal of ??neck?? from original shape; 1C) shortened shaft; 1D) shortened shaft without ??neck??. Row 2 (A?D) varies the depth/curvature of the proximal concavity. Row 3 (A?D) demonstrates a decrease in the proximal joint width. Row 4 (A?D) demonstrates a decrease in the distal joint convexity. Row 5 shows the effect of combining narrow proximal width (3D) with ?attened distal and proximal joints (4D). Column A represents the same model in each row, for ease comparison. PEDAL EVOLUTION IN ORNITHOPOD DINOSAURS 57 Journal of Morphology DOI 10.1002/jmor an internal region with low stress; this was not observed in any of the other experiments. The reduction of proximal joint surface width causes a general decrease in stress (Fig. 7.3A?D), which becomes more evenly distributed along the shaft. This experiment caused the greatest overall reduction in stress. Reducing the convexity of the distal joint surface (Fig. 7.4A?D) raises the minimum stress but slightly decreases the maximum stress. Therefore, a ?at structure produces higher but more evenly distributed stresses. When the two last characteristics are combined, decreasing the proximal concavity and the distal convexity (Fig. 7.5), the resulting stress has a very low range. This variation exhibited the lowest maximum stress of all the experiments. Internal Morphology From proximal to distal, the sagittal sections of Allosaurus (Fig. 8.1A) and Camptosaurus (Fig. 8.2A) phalanges show a conical structure with thick walls of compact bone. This structure is ?lled internally by a gradient of small (proximal) to large (distal) trabeculae, which give way to a large medullary cavity (mc; Fig. 8.1A,B, 8.2A,B). Both distal joints reveal evenly distributed trabeculae. Bone layering can be observed within either dorso- ventral section of the midshafts (Fig. 8.1B, 8.2B). The only difference is the shape of the dorsoven- tral cross-section, which is kidney-shaped in Camptosaurus and circular in Allosaurus. It is important to note that Allosaurus shows no major internal structures in CT images (Fig. 8.1). Unfortunately, the specimen was longitudinally drilled to insert a metallic support, and hence was highly fractured. These factors resulted in an altered CT image, in which the conical gradient of the proximal trabeculae is only slightly noticeable. However, it was possible to examine its internal bone architecture by direct observation of the bro- ken parts as isolated elements. This direct evi- dence shows an internal structure that is similar to Camptosaurus. Corythosaurus (Fig. 8.3A) has an internal struc- ture with more evenly distributed trabeculae than Allosaurus and Camptosaurus. Although the tra- beculae also form a smooth conical gradient, the medullary cavity and compact bone are absent. Large trabeculae lie near the edges of the bone (Fig. 8.3B), and no layering can be identi?ed. Saurolophus (Fig. 8.4A,B) reveals much more evenly distributed trabeculae than the other speci- mens, with no conical gradient. The sagittal sec- tion (Fig. 8.4A) shows a small zone in the internal part of the midshaft that contains slightly larger trabeculae, but a clear medullary cavity is lacking. In the dorsoventral section, one ??layer?? passes par- allel to the shaft edge and disappears near either joint (Fig. 8.4B). This layer may be a scanning ar- tifact: the plaster mounting adds another material interface, which could have produced additional X- ray re?ection/refraction. However, observations of broken hadrosaurid phalanges (phalanx III-3, Edmontosaurus sp., UCM 42353) indicate that this dense CT ??layer?? could correspond to the boundary of a zone with smaller (and therefore denser) tra- beculae located along the medial and lateral pe- rimeter. The other narrow dense zone, which runs from the dorsal edge toward the center of the pha- lanx (Fig. 8.4B), could also be an artifact. Regard- less, the salient observation here is that CT images con?rm the absence of the medullary cav- ity and a more homogeneous trabecular size com- pared with the other dinosaurs. DISCUSSION Pedal Mobility and Flexibility Interpreting the data in terms of the ?exion- extension ability of the joints (distal joint curva- ture; Fig. 4B) and their ability to resist torsional loads (depth of the sagittal ridge; Fig. 5B), we note that Camptosaurus retains high digit ?exibility, the primitive condition and, hence, more similarity to Allosaurus (see Fig. 9). Accordingly, Camptosau- rus has a well-developed interlocking phalangeal morphology that counteracts torsional loads. This morphology can be observed even in the third digit, whereas the rest of the animals studied (including birds) show a very shallow sagittal ridge. One possible consequence is an asymmetri- cal step, in which the animal walked with the pes angled or rotated inward (digits III and IV have deeper sagittal ridges than digit II). In Allosaurus, digit ?exibility seems generally conservative. Here, digits II and III are less ?exi- ble than in the ratites, but digit IV has a remarka- ble mobility (Fig. 9C, D), exceeding that seen in the birds. The interlocking phalangeal morphology is also well developed in the lateral digits and, in contrast to Camptosaurus, suggests a more sym- metrical step in Allosaurus. Dromaius and Rhea have similar morphologies to one another (see Fig. 2), and therefore their pedal function is approximately equivalent, as is evident from their similar locomotory habits (Abourachid and Renous, 2000). The fourth digit has reduced mobility and shortened phalanges, presumably working as a stiffer element in com- parison with the other digits. On the other hand, Corythosaurus (juvenile) and Saurolophus have little ?exibility in all three dig- its. This imparts a low resistance to torsion, even in the lateral digits where all the other animals studied have some development of a sagittal ridge. This is typical for a derived ornithopod, and can be explained as a consequence of the more upright position of the pes (Fig. 10). This reorientation 58 K. MORENO ET AL. Journal of Morphology DOI 10.1002/jmor aligns the pes closer to the main direction of the GRF, with a resultant loss of digit mobility. The presence of collateral ligament fossae and their position relative to the distal joint, together with the symmetry of the distal curvature in lateral view, provides additional information about ?exion- extension ability. The phalanges studied present symmetrical distal curvature, therefore are built to contribute equally to extension and ?exion, and the collateral ligaments constrain and guide their range Fig. 8. Internal structure in pedal phalanges in sagittal (A) and cross-section (B). 1) Allosau- rus, second phalanx, digit III; 2) Camptosaurus, ?rst phalanx, digit III; 3) Corythosaurus, ?rst phalanx, digit III; and 4) Saurolophus, ?rst phalanx, digit III. mc ? medullary cavity. Not to scale. PEDAL EVOLUTION IN ORNITHOPOD DINOSAURS 59 Journal of Morphology DOI 10.1002/jmor of motion. Therefore, movement is restricted dor- sally and greater ?exion is supported (but extension is reduced) in asymmetrical phalanges, with a bet- ter-developed ventral side and more dorsally placed collateral ligament. This is the case for the penulti- mate phalanges of Camptosaurus, Allosaurus, and the ratites. Their unguals are probably slightly extended neutrally, with the proximal joint resting high on a footpad, while only a portion of the ungual contacts the ground. The absence of these characteristics in Corythosaurus and Saurolophus indicates that the ungual is more closely aligned with the preceding phalanx, and therefore less extended neutrally. This suggests a different func- tion of the footpad in hadrosaurids, which evenly supports the entire pes. Phalangeal Morphology as a Consequence of Pedal Loading In most of the animals studied, digit III has a very low sagittal ridge (and shallow corresponding furrow) in each of the phalanges (Fig. 5B). The sagittal ridge works to reinforce the dorsoventral rotation of the joint. Its weak development (or ab- sence) indicates that digit III might be subject to low torsional loads, and therefore must be medio- laterally aligned with the GRF. This is con?rmed by experiments carried out in starlings and quail (Middleton, 2003), which showed that the center of pressure is in fact located along digit III (which shows a lower sagittal ridge) and the lateral digits act later during the walking phase. Variations of pedal anatomy induced minor changes in the posi- tion of the center of pressure, but it always main- tained its place within the middle digit. Most of the animals studied showed prominent sagittal ridges in digits II and IV (Fig. 5B). This indicates that the outer digits offer more resist- ance to torsional loads, probably re?ecting their main function as stabilizers during standing and walking, as well as their secondary weight-bearing function. Moreover, digit IV appears to have an even more accentuated sagittal ridge, which sug- gests that this digit, in particular, is usually under larger torsional moments than digit II. Thus the contribution of the digits to locomotion and sup- port is unequal, and speci?cally is biased toward the midline of the pes in the animals studied. The FEA study is consistent with observations of internal bone structure in these taxa. Compact bone lines the walls of convexo-concave phalanges (Fig. 8.1, 8.2), where the zones of highest stresses are found in the respective FEA models (Fig. 7.2B?D). Cancellous bone with small trabeculae is present close beneath the proximal joint surface (Fig. 8.1, 8.2), which is the same relative position as the elevated stresses (Fig. 7.2B?D). These small trabecular zones are underlain by a zone of larger trabeculae and a substantial medullary cavity (Fig. 7.2B?D), matching the location of a signi?- cant low-stress zone in the FEA model. In ?at- tened phalanges, the trabecular architecture is more homogeneous, and compact bone is largely absent internally (Figs. 7.3, 7.4, 8.3, 8.4). These patterns closely match the loading distributions generated by our models. Taken together, the alignment of the foot, tra- becular structure, and loading distribution support the inference that the ?attened phalanges of hadrosaurids re?ect a marked modi?cation of foot function from the primitive ornithopod (and dino- saur) condition. This transition involved a change Fig. 9. Reconstructions of pedal mobility using 3D element scans. The pedal phalanges of Camptosaurus (A, B) and Allo- saurus (C, D) were placed in maximum ?exion (A, C) and maxi- mum extension (B, D). Note that in each case, digit II shows the least mobility, but that the two taxa differ with regard to whether digit III or IV is the most mobile. 60 K. MORENO ET AL. Journal of Morphology DOI 10.1002/jmor in pedal posture toward subunguligrady, restric- tion of ?exion-extension movements, and homoge- nization of stress distributions and corresponding internal bony structures (see Fig. 10). Function and Evolution of the Ornithopod Pes Phalanges with highly convexo-concave joint surfaces are bene?cial for bipedal animals. As they have only two supporting limbs, bipedal animals face greater structural requirements on the con- tact area of the pes, especially if it is to provide equilibrium for the entire body. It is possible to achieve this with long digits that exhibit high, con- trolled ?exibility, thereby forming a ??stabilizer platform.?? By contrast, quadrupedal animals are more stable (Muller and Verhagen, 2002) and therefore are capable of reducing the contact area of the foot. It is not a coincidence, perhaps, that no bipedal animal exhibits an unguligrade stance dur- ing free standing. Flattened phalanges with narrow proximal joint surfaces, in combination with restricted mobility and upright posture, create a ??columnar support,?? which represents the best structure for longitudi- nal (axial) loadings. This is also the best arrange- ment for bone resistance to compressive loading (Currey, 2002); thus this morphology would be able to support higher loads and be bene?cial for larger-bodied animals. It seems logical, then, that large dinosaurs such as sauropods, ceratopsians, and stegosaurs, along with large mammals such as rhinocerotids and proboscideans, share this pha- langeal morphology. Another important feature for phalangeal func- tion is the ??neck?? (see Fig. 5). This structure is a stress concentrator but also reduces the stress in other zones, especially the distal joint surface (compare between models in Fig. 7.1). In light of these results, small weight-bearing phalanges with a narrow neck seem improbable, because this small bone would have to support more loading per unit volume than a larger one, and the stress concentration in the phalanx neck could easily exceed bone resistance. Note that a small phalanx with a pronounced neck (Fig. 7.1C) exhibits the highest stress values of all the experiments. This might explain the reduction of the ??neck?? in derived pedal phalanges of ornithopods and other large-bodied animals. The general shape of a bone is determined ge- netically. Nevertheless, as a living tissue, a bone responds to changes in loading by modifying its size, density, and internal arrangement (Currey, 2002). Thus, the ?nal morphology of a bone depends signi?cantly on its mechanical situation. This relationship between loading and bone struc- ture was ?rst recognized by Wolff (1870), and is popularly known as ??Wolff ?s law of bone transfor- mation.?? Although this so-called ??law?? has been challenged (Bertram and Swartz, 1991; Cowin, 1997), several studies have shown that in many cases trabecular structure tends to correlate with the direction of principal strains, while trabecular density and location of compact bone correlate with the magnitude of shear stresses (Hayes et al., 1982; Thomason, 1985; Lanyon, 1990; Biewener et al., 1996). Moreover, strains slightly higher than normal stimulate positive remodeling, and by contrast, lower routine strains lead to bone loss (Rubin and Lanyon, 1982). It is important to note that the internal structure of a bone does not pres- ent an optimal engineering design for loading, since this tissue has to deal with its vital cellular functions as well, such as gas, nutrient and waste exchange, as well as regulation of calcium avail- ability. Therefore, bone structure re?ects only gen- eral loading patterns. However, the identi?cation of these patterns is important because it is usually Fig. 10. Schematic summary of dinosaur phalanx morpho- function. A) sagittal section of a typically digitigrade phalanx (Allosaurus and Camptosaurus), which present a highly concave proximal joint, conically oriented trabeculae; ??neck?? with inter- nal medullary cavity and external compact bone; and a highly convex distal joint with more homogeneous trabeculae. These features are associated to higher ?exibility, resistance to torsion and stress. B) sagittal section of a typically subunguligrade phalanx (Corythosaurus and Saurolophus), which displays a more ?attened (external) and homogeneous (internal) structure. These characteristics are related to lower ?exibility, resistance to torsion and stress. PEDAL EVOLUTION IN ORNITHOPOD DINOSAURS 61 Journal of Morphology DOI 10.1002/jmor very dif?cult to determine what forces are acting on a bone or even less obvious what stresses are acting inside it. When looking at the changes that occurred in ornithopod evolution, it is clear that on the line to Hadrosauridae, ornithopods drastically altered posture, changing the pes from a ??stabilizer plat- form?? to a ??sub-columnar?? structure. The associ- ated soft tissues also altered their function. For digitigrade bipeds, pads act as energy-absorbing cushions and are typically digit-speci?c, but for subunguligrade quadrupeds, these digit pads became united beneath the pes and acquired an additional role in support. CONCLUSIONS This study examined the pedal phalanges of sev- eral dinosaurian taxa, as well as theoretical mod- els of vertebrate phalanges. The results demon- strate correlative relationships between several aspects of external and internal pedal morphology, pedal posture, and bone loading. These suggest that the observed changes in pedal structure within ornithopod dinosaur evolution are indica- tive of signi?cant alterations in foot posture and function. Speci?cally, Camptosaurus and theropods (Allo- saurus, Rhea, and Dromaius) exhibited many of the primitive (basal) conditions of the dinosaur foot: con- cavo-convex joints, marked processes for the attach- ment of the ?exor and extensor tendons, excavated collateral fossae, a dorsal position of these fossae in the penultimate phalanges, a neutral extended claw, and weak sagittal ridges in the lateral digits. In Camptosaurus, the presence of well-developed sagittal ridges in digit III (middle one) suggests that there was high ?exibility in all digits, and possibly a mediolaterally asymmetric step. The weak development of the sagittal ridge in digit III of Allosaurus may indicate a more symmetrical step, but digit IV had higher ?exibility, as evi- denced from its strong joint curvature and marked sagittal ridge. Both ratites also show high joint curvature and development of the sagittal ridge in lateral digits, revealing a particularly elevated ?exibility in digits II and III, and a symmetrical step, despite the stiffer digit IV. In general, digit III is the main weight bearer; lateral digits (II and IV) are under higher torsional moments, with digit IV being more strongly affected. Taken together, this suggests that locomotion in the specimens studied might have been biased toward the mid- line of the pes. In contrast, hadrosaurids (Corythosaurus and Saurolophus) possessed a derived pedal morphol- ogy, including ?attened phalanges, absence of col- lateral ligament fossae, and loss of processes for the attachment of ?exor and extensor tendons. This morphology suggests that hadrosaurids had a more upright pedal posture than basal ornitho- pods, which was closely aligned to the main direc- tion of the GRF during standing. Furthermore, the lack of a stress concentrator (phalanx neck) and the reduction of joint curvature allowed the hadro- saurid pes to support high loads more effectively than the primitive ornithopod pes. FEA models show loading patterns that are con- sistent with trabecular structure, allowing us to assume that: primitive pedes (e.g., Allosaurus and Camptosaurus) are well-suited to work as ??stabi- lizer platforms,?? which require high, controlled ?ex- ibility. On the contrary, derived pedes (i.e., hadro- saurids) are well adapted to ??columnar support?? and resistance to high loads. Although this research was focused on certain dinosaurs, the functional morphological issues dis- cussed here can be applied to other terrestrial tet- rapods. Non-ungual phalanges are morphologically simple, but at the same time are directly relevant to numerous aspects of animal posture and behav- ior. 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