ACCURACY AND RELIABILITY IN SEX DETERMINATION USING THE OS COXA: A COMPARISON OF METRIC VS. PHENICE METHOD A Thesis Presented to The Faculty of the Department of Anthropology The University of Houston In Partial Fulfillment Of the Requirements for the Degree of Master of Arts By Zuwena Salim Dec, 2012 i ACCURACY AND RELIABILITY IN SEX DETERMINATION USING THE OS COXA: A COMPARISON OF METRIC VS. PHENICE METHOD ________________________ Zuwena Salim APPROVED: _________________________ Rebecca Storey, Ph.D. Committee Chair _________________________ Janis F. Hutchinson, Ph.D. _________________________ Susan McIntosh, Ph.D. Department of Anthropology Rice University _________________________ John W. Roberts, Ph.D. Dean, College of Liberal Arts and Social Sciences Department of English ii ACCURACY AND RELIABILITY IN SEX DETERMINATION USING THE OS COXA: A COMPARISON OF METRIC VS. PHENICE METHOD An Abstract of a Thesis Presented to The Faculty of the Department of Anthropology The University of Houston In Partial Fulfillment Of the requirements for the Degree of Master of Arts By Zuwena Salim Dec, 2012 iii ABSTRACT Determination of biological sex is one of the most important determinations to be made from undocumented human remains and is an essential first step in the development of the biological profile in forensics and bioarchaeology. The chances of attaining high levels of accuracy & reliability regarding sex identification are related to the skeletal components analyzed and the ability of techniques utilized to analyze shape and size differences among the sexes. Current opinion regards the ossa coxae or hip bone as the most reliable sex indicator because it is the most dimorphic bone, particularly in adult individuals. The aim of this study was to compare the Phenice method & metric measurements of the os coxa to determine the most accurate and reliable method to determine sex. Metric measurements used were the os coxa height, pubis length, ischium length, iliac breadth, and the greater sciatic notch width. 101 individuals of known sex from the Maxwell Museum collection were used in this study. Sex was correctly estimated in 93.1 % of all individuals for both methods with a higher accuracy estimated in females than males. The Phenice method incorrectly estimated 7 males and no females. The metric method incorrectly assessed 2 females and 5 males. An intra-observer error test completed on a random sample proved the Phenice method to be more reliable and accurate on a repeatable basis. Previous experience in human osteological analysis was shown to have no effect on accuracy in this test using the Phenice method, confirming Phenice’s assertion that the technique does not require extensive experience to yield accurate results. iv TABLE OF CONTENTS PAGE Abstract………………………………………………………………………… iv List of Tables……………………………………………………………………. vii List of Figures…………………………………………………………………… viii Dedication………………………………………………………………………. xi CHAPTER I. Introduction……………………………………………………………… 1 The Problem……………………………………………………................ 1 II. III. Hypothesis………………………………………………………………. 3 Literature Review…….…………………………………………………. 5 Forensic Anthropology….………………………………………............. 5 Legal Significance………………………………………………………. 5 Sex Estimation………………………………………………………….. 6 Metric Methods of Sex Estimation………………………………… ….. 15 Phenice Method of Sex Estimation……………………………………… 16 Materials & Methods…………………………………............................ 20 Source and Demography of Material………………………………. ….. 20 v Metric Measurements……………………………………………….…… 21 Phenice Visual Measurements………….…………………...............…… 24 IV. Observer Error Results…………………………………………………… 33 Intra-observer Error……………………………………………………… 33 V. VI. Method Results…………………………………………………………. 37 Metric Measurement Method Results…………………………………… 37 Phenice Method Results……………………………………………. ….. 53 Discussion………………………………………………………………. 75 Reliability………………………………………………………………… 75 Accuracy…………………………………………………………………. 76 VII. Conclusion………………………………………………………………. 86 Limitations…………………………………………………………. …… 87 Implications……………………………………………………………… 88 References……………………………………………………………….. 90 Appendices A. Data: Skeleton Population ……………………………………………… 96 B. Data: Phenice Method Results Table…………………………………… 101 C. Data: Metric Measurement Results Table…………………………......... 108 vi LIST OF TABLES TABLE PAGE 1. Original data for Phenice method results…………………………………. 34 2. Round 2 intra-observer results for Phenice method results………………. 35 3. Group statistics for metric measurements………………………………… 37 4. Classification results for metric measurement…………………………… 38 5. Casewise statistics for metric measurements……………………………. 38 6. Misclassified individuals for metric method…………………………….. 44 7. Extreme Values for metric measurements……………………………….. 50 8. Classification results for Phenice method……………………………….. 9. Misclassified individuals for Phenice method…………………………… 54 10. Casewise statistics for Phenice method………………………………….. 62 11. Descriptive statistics for time……………………………………………… 74 vii 54 LIST OF FIGURES FIGURE PAGE 1. Female and male Ossa coxae comparison……………………………… 9 2. Sex estimation markers of the skull…………………………………… 10 3. Long bones of the arm and leg………………………………………… 11 4. Key differences between male and female ossa coxae………………… 12 5. Male and female os coxa……………………………………………… 13 6. Female and male pubis bone………………………………………….. 18 7. Os coxa landmark measurements…………………………………….. 22 8. Greater sciatic notch width…………………………………………… 24 9. Ventral arc…………………………………………………………….. 26 10. Subpubic concavity…………………………………………………… 27 11. Ischiopubic Ramus……………………………………………………… 28 12. Ventral arc orientation for scoring……………………………………… 29 13. Ventral arc scores from 1 to 5………………………………………… 29 14. Subpubic concavity orientation for scoring…………………………… 30 15. Subpubic concavity scores from 1 to 5……………………………….. 30 16. Ischiopubic Ramus ridge orientation for scoring……………………… 31 17. Ischiopubic Ramus ridge scores from 1 to 5…………………………. 32 18. Box plot for pubis length……………………………………………… 46 19. Box plot for Ischia length……………………………………………… 47 viii 20. Box plot for greater sciatic notch……………………………………. 48 21. Box plot for os coxa height……………………………………………. 49 22. Box plot for iliac breadth……………………………………………… 50 23. Os coxa No. 20………………………………………………………… 55 24. Os coxa No. 20; v. arc, Subp. concavity & Ischiopubic Ramus ridge… 55 25. Os coxa No. 43………………………………………………………… 56 26. Os coxa No. 43; v. arc, Subp. concavity & Ischiopubic Ramus ridge…. 56 27. Os coxa No. 65………………………………………………………….. 57 28. Os coxa No. 65; v. arc, Sub. concavity & Ischiopubic Ramus ridge……. 57 29. Os coxa No. 84………………………………………………………….. 58 30. Os coxa No. 84; v. arc, Subp. concavity & Ischiopubic Ramus ridge…… 58 31. Os coxa No. 100………………………………………………………….. 59 32. Os coxa No. 100; v. arc, Subp. concavity & Ischiopubic Ramus ridge….. 59 33. Os coxa No.162…………………………………………………………… 60 34. Os coxa No.162; v. arc, Subp. concavity & Ischiopubic Ramus ridge…… 60 35. Os coxa No. 189…………………………………………………………… 61 36. Os coxa No. 189; v. arc, Subp.concavity & Ischiopubic Ramus ridge……. 61 37. Os coxa No. 21…………………………………………………………….. 78 38. Os coxa No. 21 scored using Phenice landmarks as all 1’s……………….. 78 39. Os coxa No. 86…………………………………………………………….. 79 40. Os coxa No. 86 scored using Phenice landmarks as all 1’s……………….. 79 41. Os coxa No.158……………………………………………………………. 80 42. Os coxa No.158 scored using Phenice landmarks as all 1’s……………… 80 ix 43. Os coxa No.173…………………………………………………………… 81 44. Os coxa No.173 scored using Phenice landmarks as all 1’s……………… 81 45. Os coxa No. 182…………………………………………………………… 82 46. Os coxa No.182 scored using Phenice landmarks as all 1’s………………. 82 47. Os coxa No. 201…………………………………………………………… 83 48. Os coxa No. 201 scored using Phenice landmarks as all 1’s……………… 83 49. Os coxa No. 203…………………………………………………………… 84 50. Os coxa No. 203 scored using Phenice landmarks as all 1’s……………… 84 51. Os coxa No. 207…………………………………………………………. 52. Os coxa No.182…………………………………………………………….85 x 85 DEDICATION To my mother, Cynthia, who continues to encourage me to learn, grow and develop and who has been a source of encouragement and inspiration to me throughout my life, a very special thank you for providing ‘Mom’s Taxi service’ and for nurturing me through the months of writing. And also for the myriad of ways in which, throughout my life, you have actively supported me in my determination to find and realize my potential, and to make this contribution to our world. xi Chapter I Introduction Determination of biological sex is one of the most important determinations to be made from undocumented human remains and is an essential first step in the development of the biological profile in forensics and bioarchaeology, because sex determination is necessary to make age, ancestry, and stature estimations, as the sexes age differently, exhibit some degree in variation in ancestry-related morphology, and generally differ in height (Stewart, 1979). Methods to estimate other aspects of the complete profile heavily depend on accurate sex determination. In determining the biological sex of an unknown skeleton, osteologists start with accuracy of 50%, the remains will either be male or female. Therefore a random guess will be correct half of the time. However, correct sex identification half of the time is not accurate or reliable and tested methods must be used to accurately determine sex. There are numerous techniques used by osteologists to estimate biological sex. Methods vary from metric measurements of specific landmarks of sexually dimorphic traits to visual assessments of specific landmarks located on the skeletal remains. Sexual dimorphism refers to the differences between males and females in regards to size and or appearance. Various bones from the human skeleton have been used to develop methods for sex estimation with varying degrees of success. Although other bones have been utilized, the skeletal components often investigated for sex determination are the ossa coxae which consist of 3 bones, the ilium, the ischium, and the pubis, the skull, and long bones which 1 consist of all of the bones in the arms and legs, except the patella, and bones of the wrist, and ankle. Of the three skeletal elements the ossa coxae are the most widely regarded elements to determine sex. The most reliable sexing traits are found in the ossa coxae, due to the sexual dimorphic nature (Washburn 1948, Krogman 1962, Phenice 1969, Buikstra and Ubelaker 1994, White 2000). It is important that osteologists know the reliability and accuracy rates of sex estimation so a correct identification of an unknown individual can be made. Validation studies such as this is of importance to determine rates of accuracy and reliability in sex determination as well as to identify methods that help us properly identify skeletal remains. Without validation studies it is impossible to know if a method will perform in the same or similar manner as it did on the sample it was tested on, or if the results of a published study can be reproduced. There are many studies that test either the metric measurement methods or the Phenice method. However there are none that compare both methods to each other on the same individuals. This study will not only compare accuracy and reliability, but also show where the two methods differ in estimating sex on an individual. 2 Hypothesis This thesis examines the rates of accuracy and reliability of sex estimation methods for the os coxa using metric measurements and the Phenice visual method on a modern population sample. The purpose of this research is to acquire new insight to a previously researched problem using a modern known population and assessing the accuracy and reliability of each technique. The assessment of the metric measurement and Phenice visual techniques will be assessed on the same population and a comparison to analyze the results will be completed to determine levels of accuracy & reliability. I want to test both methods to obtain results on the method that is the most accurate and reliable in determining sex in the quickest amount of time by an inexperienced researcher. I expect the metric measurement and the Phenice method will both yield high levels of accuracy & reliability in the determination of sex. However I expect accuracy and reliability in determination of sex will be more accurate in the Phenice method and will take significantly less time to complete the visual assessment and obtain sex identification on a repeatable basis. Phenice states his method is much easier to determine sex than metric measurements. I expect with a thorough reading of his research methods, and a comparison from the picture diagram examples he provides in his research, even a beginner researcher with minimal previous experience can yield accurate results. I also predict that because females are under selection for having a wider pelvis that they will be estimated more accurately than males for both the metric as well as the Phenice method. A relationship between biological sex and sex determination using these methods will indicate the landmarks that display sexual dimorphism. High rates of both accuracy 3 and reliability will indicate which method should be used in forensic cases, since it is necessary to use the methods that provide not only accurate but reliable sex estimations. When creating a biological profile the quickest and easiest and most reliable method of sex determination will allow anthropologists to accurately determine sex and move on to the next important piece of the puzzle that will allow identification of the skeletal remains. If these hypotheses are accepted, future beginner inexperienced as well as experienced forensic anthropology researchers can use the Phenice method of sex identification with greater confidence. 4 Chapter II Literature Review Forensic anthropology is the identification of skeletal remains in medicolegal death investigations. The medicolegal death investigation system is responsible for conducting death investigations and certifying the cause and manner of unnatural and unexplained deaths. Unnatural and unexplained deaths include homicides, suicides, unintentional injuries, drug-related deaths, and other deaths that are sudden or unexpected. Approximately 20% of the 2.4 million deaths in the US each year are investigated by medical examiners and coroners, accounting for approximately 450,000 medicolegal death investigations annually (Hanzlick, 2003). In order to understand the importance of forensic anthropology, it is necessary to first define it. Forensic anthropology is a specialty discipline combining biological anthropology and archaeology. Biological, or physical, anthropology is the study of human evolution and human variation with emphasis on skeletal biology. Archaeology is the study of past cultures based on their material remains. Both subfields are part of anthropology, which also includes the subfields of cultural anthropology and linguistics. While physical anthropology is the study of normal variation in the skeleton, forensic anthropology explores how external factors affect the skeleton, emphasizing the individual variation across populations (Isçan 1988). The American Board of Forensic Anthropology defines forensic anthropology as the application of the science of physical anthropology to the legal process. In forensic anthropology, archaeology and biological anthropology converge in the medicolegal 5 setting. The identification of skeletal human remains is important to this legal process. Forensic anthropologists use archaeological techniques to recover human remains and other evidence from the field in a controlled manner, while the biological anthropologist’s detailed knowledge of human skeleton variation leads to the identification of the remains. The primary goal of forensic anthropology is the identification of individuals who are no longer recognizable, for example from severe burning, decomposition, or skeletonization (Rhine, 1998). Forensic anthropologists apply standard scientific techniques developed for the purpose of physical anthropology to identify human remains, and to assist in the detection of crime. Forensic anthropologists frequently work in conjunction with homicide investigators to identify remains, discover evidence of foul play, and/or the postmortem interval. In addition to assisting in locating and recovering suspicious remains, forensic anthropologists work to estimate the age, sex, ancestry, stature, and any unique features of skeleton remains. When skeletonized remains are discovered, the forensic anthropologist must first establish if the bones are human. If the remains are human, sex, race/ethnicity, age, stature, weight, and any pathology present must be established in order to make an identification of the remains, and determine manner and cause of death. Once the Forensic Anthropologist establishes identity or a possible identity, he or she must also make a report and possibly testify in court. And although forensic anthropologist typically do not have the legal authority to declare the official cause of death, their opinions are taken into consideration by the medical examiner and they may also have to testify in court as an expert witness. The foundation of forensic anthropology rests on “documented” skeletal collections, which provide a crucial repository of information from which experts can 6 rely upon to make accurate determinations about the skeletal remains. A “documented” skeletal collection is one in which the demographics (e.g., ancestry, sex, age, height) of each individual are supported by known facts about the decedent at the time of his/her death (Vitek, 2005). Substantial collections of skeletons where sex and other data, such as age at death, are known for individual skeletons are few in numbers (Mays, 2010). When a person’s death is set within a forensic context, it is the forensic anthropologist’s responsibility to interpret the “evidence” recorded in the bones to determine identity and the circumstance of his or her death. To accomplish this, forensic anthropologists begin by establishing a biological profile of the skeleton. The biological profile consists of the sex, age, ancestry, and stature, as well as any skeletal anomalies or pathologies that make an individual unique (Steadman, 2009). Human skeletal remains often reach the forensic anthropologist without any documentation about their individual age, sex, stature, or ancestral identity. The bulk of the literature of human osteology is composed of thousands of books and articles describing the development of methods to allow accurate and precise identification of individual’s traits in skeletal remains. This research continues today, even after a century of intensive study. In forensic osteology, these individuals’ biological attributes are important in narrowing the field of investigation to certain subsets of people and in establishing the identity of the remains (White and Falcons, 2005). Determination of sex is an essential first step in the development of the biological profile in human osteology. Accurate sex determination is of vital importance in forensics, because sex determination is necessary to make age, ancestry, and stature estimations, as the sexes age differently, exhibit some degree in variation in ancestry7 related morphology, and generally differ in height (Stewart, 1979). Methods to estimate other aspects of the complete profile depend on accurate sex determination. As stated in the previous chapter various bones from the human skeleton have been used to develop methods for sex estimation with varying degrees of success. Although other bones have been utilized, the skeletal components often investigated for sex determination are the ossa coxae which consist of 3 bones, the Ilium, the Ischia, and the pubis, the skull, and long bones which consist of all of the bones in the arms and legs, except the patella, and bones of the wrist, and ankle. Sex identification of adult human skeletal remains is more reliable if the complete skeleton is available for analysis. However, more often than not the complete skeleton is not available. In a sample of 750 intact skeletons, Krogman (1973) reported numbers very close to 100% accuracy of sex identification. In the sample, he achieved 80% accuracy when using the long bones and around 90% when only the skull was used for sex identification, however using only the pelvis he yielded an accuracy of 95% in determining sex. Frequently, sex determination is not straight forward, as there is considerable overlap between the sexes. Normal human variation can produce small males and robust females, therefore anthropologists must rely on specific skeletal traits that are known to be sexually dimorphic (White and Falcons, 2005). Sexual dimorphism is slight in anatomically modern human populations, however primary differences can be observed in skeletal elements (White and Falcons, 2005). The ossa coxae are considered the most sexually dimorphic skeletal elements in humans because the female pelvis must accommodate the relatively large head of an infant during childbirth. Thus, as seen in figure 1, the female pelvis is typically wider in every dimension than the male pelvis 8 (Steadman, 2009). In general the female pelvis is broader than the male. A narrow pelvis is more efficient for locomotion, but in females a broader pelvis is dictated by the fact that it forms the birth canal. Women with narrow pelvises are more likely to experience potentially life threatening problems during childbirth; thus most researchers agree that the principal reason for the evolution of pelvic sexual dimorphism in humans and other primates is natural selection in relation to childbirth in females (Tague, 1995). Figure 1 Female and male ossa coxae comparison (Adapted from The Crime Lab: Staples High School Forensics website: Images from http://www.clipart.com, and adapted by Mr. Lazaroff) The skull is somewhat less reliable for use in determining sex, ranging between 80 and 90 percent accuracy (Williams and Rogers, 2006). Males are generally larger and more robust than females, and this is the same in regards to the skull, although for some individuals this is not the case, females can also be large and robust as well as males can 9 be gracile & dainty. Although sexual dimorphism in the human skull is not as pronounced as in many other primates, there are sex indicators, such as the brow ridges, mastoid processes, and the nuchal crest shown in figure 2 which are more developed in the male (Mays, 2010). Figure 2 Sex estimation markers of the skull (female (L) & male (R)): 1 eye brow ridge 2 mastoid process 3 nuchal crest (Scanned from http://ossamenta.dreamwidth.org) The long bones, which are pictured in figure 3, also can be useful in sex estimation studies. The long bones are generally longer and more robust in males as opposed to females, and muscle attachments tend to be larger in males than females. However, because of the variation in the activities performed by each sex, the possibility that some females may develop larger muscle attachments than males is highly possible. Also, because of variations in height within populations long bones may not always be 10 the most reliable bones for use in sex identification unless it is in conjunction with other bones . Figure 3 Long bones of arm: Humerus, Radius, Ulna & long bones of the leg: Femur, Tibia, and Fibula (Arm bones adapted from http://thesebonesofmine.wordpress.com/category/humerus; Leg bones adapted from http://www.adam.com/healthsolutions) Current opinion regards the ossa coxae also as the most reliable sex indicator because it is the most dimorphic bone in the human body, particularly in adults and is the first bone assessed in sex determination because it is the skeletal element most affected by reproduction and parturition which refers to the process of labor and delivery associated with child birth (Byers, 2005) (White and Falcons, 2005). 11 Figure 4 key differences between male (l) and female(r) ossa coxae (Adapted from Bluegrass Community and Technical College's BIO 137 virtual lab http://www.bluegrass.kctcs.edu/) The ossa coxae is the most accurate area used to determine sex and methods utilizing these elements tend to make successful predictions in 90-95 percent of individuals (Iscan, 2005). In humans, the pelvis is on average larger in females than males as seen in figure 4 & 5 (Tague, 1992). In both sexes, the pelvis functions in locomotion, posture, visceral support and adaptation to climate (Abitbol, 1988, Lovejoy 1988, Ruff 1991). Sexual dimorphism in the pelvis area is mainly due to the changes that occur during adolescence to meet the requirements of childbirth in females (Iscan, 2005). The female pelvis grows more in width than in height during adolescence, while the 12 growth of the male pelvis maintains the morphological characteristics of both sexes before adolescence (White and Falcons, 2005). Therefore, a wide pelvic inlet, wide sub pubic concavity, and a wide greater sciatic notch are all characteristic of the female pelvis, while the opposite characteristics are found in the male pelvis among adults as seen in the figure below. Because these changes occur after adolescence it is usually not as easy to distinguish sex in juvenile populations. Figure 5 Male os coxa (l) & female os coxa (r) (Adapted from Smithsonian National Museum of Natural History: http://anthropology.si.edu/writteninbone/male_female) 13 Sex determination using the ossa coxae can be accomplished through morphological characteristics which refer to the form and structure or metric analysis of linear measurements which are measured with a caliper and or osteometric board (Rogers & Saunders, 1994). Traditional methods used to determine sex on the ossa coxae or its parts are based on the following tendencies: the sacra and ossa coxae of females are smaller and less robust than those of males. Female pelvic inlets are relatively wider than males. The greater sciatic notches on female ossa coxae are relatively wider than those on male bones. Females have relatively longer pubic portions of the os coxa, including the superior pubic ramus, than males. The sub-pubic angle formed between the lower edges of the two inferior pubic rami, is larger in females than in males. The preauricular sulcus is present more often in females than in males. A corollary is that the auricular surface is more elevated from the female Ilium than from the male Ilium, even though sexual dimorphism in the auricular surface itself is insufficient for accurate sexing (Ali and MacLughlin, 1991). Usually an osteologist would use more than one element to determine sex for higher rates of accuracy. Regions of analysis are not the only factors for consideration when attempting to determine sex in an individual skeleton. Methods are also divided by the types of data used to make determinations. There are two main approaches to sex identification, the first is based on a visual assessment of the shape or relative proportions of sexually dimorphic features of the bone. The second is a metric measurement method, which MacLaughlin (1990) states offer several advantages over the visual approach in that 1. It is inherently more objective, 2. Replicability is high, 3. It is less dependent on previous observer experience, and 4. It is more readily amenable to statistical analysis and thus 14 facilitates between sample and between study comparisons. However, it does depend on readily identifiable and unambiguous skeletal landmarks. And it is well known that normal human variation can produce small males as well as small females, robust males as well as robust females and many variations in between. Metric methods rely on the general observations that males of a given population tend to be larger than females. The metric method utilizes individual measurements or combinations of measurements to separate the sexes and make determination based on that. Morphological methods rely on either the presence or absence of certain traits, or the degree of expression for a particular trait. The presence or absence of the ventral arc or the width of the greater sciatic notch are commonly used to estimate sex and are two of the various landmarks that were used in this research. Metric Methods of Sex Estimation Researchers in favor of metric methods profess they are more easily repeatable than morphological methods because they rely on standardized osteometric elements or landmarks. In addition, metric methods are more objective than non-metric methods, because osteometric landmarks tend to be easier to find on a consistent basis and the assessment is not based on judgment against a specific scale . A variety of metric techniques have been developed to express these relationships. Washburn's measurement of the relative proportion of the pubis part of the ossa coxae is the most famous and effective of these. Washburn (1948) measured the length of the pubis relative to the length of the ischium via an index that differentiated between male and female ossa coxae. Rogers and Saunders (1994) provide a review of metric and morphological traits used to sex the pelvis, and Bruzek (2002) provides a more current 15 assessment (White, 2005). For example Steyn and Iscan’s metric analysis on a Modern Greek population showed that most measurements were “highly repeatable” and when all variables are present, the average accuracy is 95.4% (Iscan, 2005). Traditional metric analysis of the human skeleton have been claimed by many to be more repeatable and a more case-inclusive method of determining sex, which can be performed by less experienced practitioners and can also expose significant areas of variation that may not be readily recognizable via visual observation (Giles, 1963). However, those in favor of visual methods say that many traditional measurements are difficult to repeat because they are based on landmarks that are difficult to locate. Problematic examples include pubis and ischium lengths which are measured from an often indeterminate point in the acetabulum (A. Schultz, 1930). Sex is generally determined in adult skeletons from a simple visual inspection of the bones. Although some methods have been devised based on measurements of the skull (Giles and Elliot 1963) and pelvis (Schulter-Ellis et al. 1983, 1985; Albanese, 2003) measurement methods do not generally offer improvements in reliability over visual inspection (Mays, 2010). Phenice Method of Sex Estimation In 1969 T.W Phenice published a new method for sexing the pelvis. “A Newly Developed Visual Method of Sexing the Os Pubis," and is by many described as the most accurate method yet known for determining sex of an individual from the skeleton. Until the publication of the Phenice paper, osteologist's success at using traditional visual methods of sexing the pelvis depended, in large part, on experience, decisions were more or less subjective. The application of metric criteria was difficult because much of the 16 material was too fragmentary for reliable measurement, and even the simplest techniques were time consuming. Phenice's method changed the situation, allowing more accurate, quicker sexing on any pelvis with an intact pubic region (White, 2005). Phenice came up with three aspects of the pelvis he felt were useful to estimate sex of human skeletal remains, the ventral arc, the subpubic concavity, and the medial aspect of the ischiopubic ramus (Phenice, 1969). The ventral arc refers to a slight elevated ridge of the bone which extends from the pubic crest and arcs inferiorly across the ventral surface to the lateral most extension of the subpubic concavity. Phenice reported that the ventral arc has only been detected in females. He suggests that males may present a similar ridge, it does not match the above definition when the bone is oriented correctly (Phenice, 1969). The subpubic concavity refers to the lateral recurve in the dorsal ischiopubic ramus a short distance below the lower margin of the pubic symphysis. Phenice describes this as a female characteristic, noting that some males display a "slight hint" of the trait (Phenice, 1969). Phenice also noted that in males, the medial aspect of the ischiopubic ramus displays a broad, flat surface. In contrast, in females, this area more frequently presents a ridge. To examine the usefulness of the three traits in estimating sex, Phenice examined pelvic bones of 275 individuals of known sex from the Terry Collection. Of the 95 females examined, 43 were of European ancestry and 52 of African ancestry. Of the 180 males, 160 were of European ancestry and 20 of African ancestry. Using the three criteria above, Phenice was able to estimate the sex with an accuracy of 96%. His procedure was more accurate for females than for males and slightly more accurate for individuals of European ancestry than for those of African ancestry. He recommended using all three of 17 the criteria noting when there is some ambiguity concerning one, or rarely two of the criteria, there is almost always one of the criteria which is obviously indicative of male or female (Phenice, 1969). Although Phenice identified the three traits of the anterior pubis that accurately determine sex as seen in figure 6, Buikstra & Ubelaker (1994) devised a scoring system for these three traits: 1 = female, 2 = probable female 3 =ambiguous, 4= probable male and 5 = male (Buikstra & Ubelaker, 1994). A key attraction of the Phenice method is that he claims levels of high accuracy even with inexperienced researchers. According to Phenice, the method he describes is simple and objective enough to allow even beginning researchers to sex hip bones accurately (Phenice, 1969). Figure 6 Female & male pubis bone (Scanned from Sutherland and Suchey 1991:502) 18 In 1990, McLaughlin and Bruce tested the Phenice technique for accuracy of sex identification on skeletal series from London, Leiden, and Scotland. They were unable to confirm the accuracy obtained by Phenice and others, achieving success in only 83% of the English, 68% of the Dutch, and 59% of the Scottish. They found the subpubic concavity to be the single most reliable indicator. Sutherland and Suchey (1991) tested aspects of the Phenice technique using 1284 pubic bones from the Los Angeles County Coroner’s Collection. The pubic bones had been removed from cadavers, therefore not all 3 of the features could be tested. However, Sutherland and Suchey (1991) reported that they achieved 96% sexing accuracy using the ventral arc alone. Ubelaker (Ubelaker and Volk, 2002) notes that experience plays a role in accuracy of results from the use of the techniques. I will test if experience plays a role in accuracy of results from the use of the metric measurements vs. the Phenice method. Philip Walker found that the visual observation of the greater sciatic notch produced about the same proportion of correct sex assessment as using metric methods (Walker, 2005). This validation study will determine rates of accuracy and reliability in sex determination as well as identify methods that help us properly identify skeletal remains. 19 Chapter III Materials &Methods Materials The Maxwell Museum of Anthropology, part of the University of New Mexico, was established in 1984. The Maxwell Museum’s Documented Skeletal Collection has grown to include 255 individuals (as of September 2003) encompassing both sexes, all ages, and many population groups. The skeletal remains are obtained by donation, either by the individual before death, by the family of a deceased loved one, or by the Office of the Medical Investigator when the next of kin cannot be located. Information on the sex, age, population affinity, and cause of death is available for the majority of these individuals, so that students and visiting researchers can develop and test new techniques and theories. The importance of the Documented Collection cannot be overstated because they are few in numbers. No other institution in the American West has as large a collection of human skeletal remains with such extensive demographic data. In addition, the Maxwell Museum’s collection consists entirely of individuals who passed away within the last 30 years. A sample of 101 intact os coxa of documented sex, age, and population of similar or same ancestry from the University of New Mexico housed at the Maxwell Museum was used for this research. The right os coxa was used unless there was damage. If this was the case the left was used. All skeletal samples used in this research consisted of adults because age has an important impact on sex determination with juveniles being much harder to determine sex. There have been many attempts but not much success for 20 accurate and reliable methods on juvenile or sub adult populations. Sex estimation for only adults is the focus of this study. Any os coxa that was broken or contained pathologies or anomalies was not used. The sample consist of 66 males (65%), and 35 females (35%) ranging in age from 19101. Ancestry of the population consists of 90 Whites (89%) and 11 (11%) of unknown ancestry. All measurements were taken using a digital sliding caliper and all measurements were recorded to the nearest millimeter and collected using techniques outlined in the UTK publication Data Collection Procedures for Forensic Skeletal Material (MooreJansen et al. 1994). The amount of time to obtain measurements was also recorded with a stop watch. Pictures of all os coxa used in research were also taken. Estimations for sex were made for each individual without prior knowledge of biological sex for the Phenice method and discriminate function analysis was used to estimate sex for the metric measurements. Methods Measurements Measurements used in this study were selected on the basis of 3 factors. 1) expected dimorphism, 2) easily identifiable landmarks (for repeatability and consistency) and 3) portions of the pelvis that are more likely to remain intact. All dimensions for metric measurements were taken to the nearest millimeter with a sliding digital caliper. Data was subjected to statistical analysis using SPSS programs. 21 Metric measurements taken included, the height of os coxa, the iliac breadth of os coxa, the pubis length, the ischium length, and the width of the greater sciatic notch which are shown in figure 7. SPSS, discriminate function analysis was used to determine sex for the metric measurement method which compared the metric method to actual documented sex to determine accuracy. The time it took to obtain each measurement was also noted to later compare with the Phenice visual method times. Measurement Definitions for Metric Measurements Figure 7 Os coxa landmark measurements (Adapted from: Buikstra and Ubelaker, 1994; Moore-Jansen et al., 1994) 22 • Os Coxa: Height: Distance from the most superior point on the iliac crest to the most inferior point on the ischial tuberosity. Instrument: spreading caliper or osteometric board( A) • Os Coxa: Iliac Breadth: Distance from the anterior-superior iliac spine to the posterior-superior iliac spine. Instrument: spreading caliper (B) • Os Coxa: Pubis Length: Distance from the point in the acetabulum where the three elements of the os coxa meet to the upper end of the pubic symphysis. Instrument: sliding caliper. Comment: the measuring point in the acetabulum may be identified in the adult by (1) an irregularity which is frequently visible, both on the acetabular and pelvic surfaces; (2) a change in thickness which may be seen by holding the bone up to a light; (3) a notch often present in the border of the articular surface in the acetabulum. In measuring the pubis, care should be taken to hold the caliper parallel to the long axis of the bone (C) • Os Coxa: Ischium length: Distance from the point in the acetabulum where the three elements meet to the deepest point on the ischial tuberosity. Instrument: sliding caliper. Comment: Ischia length should be measured approximately perpendicular to pubis length (D) Width of Greater Sciatic Notch: Distance from inner notch to outer notch just inferior to the posterior inferior iliac spine. 23 Figure 8 Greater sciatic notch width (Adapted from Biology 121 HACC with Professor John Sword for lab practical 1: quizlet.com) The landmarks to be recorded for the subpubic region of the os coxa using the Phenice method include the ventral arc, the subpubic concavity, and the Ischiopubic ramus ridge. These landmarks are illustrated in figures 9, 10, & 11. Females present positive expression of these attributes. According to Phenice (1969), the ventral arc is the most reliable indicator; the ischiopubic ramus ridge the least. Estimation of sex was made for each individual without prior knowledge of biological sex. Each observation was timed and recorded with a stop watch, also pictures were taken of each landmark. Phenice’s method was then compared to the actual documented sex to determine accuracy. A number between one and five was assigned to each of the visual traits for individual, corresponding to sex as follows; 24 1= female- There is little doubt that the structures represent a female 2= probable female- The structures are more likely to be female than male 3= ambiguous- Sexually diagnostic features are ambiguous 4= probable male- The structures are more likely to be male than female 5= male- There is little doubt that the structures represent a male No weight was given to any one feature and at least two out of three characters were required to be in agreement of sex before sex was assigned. For an os coxa to be scored as a female, a minimum of two scores of “1” or “2” was required. For an os coxa to be scored as male, a minimum of two scores of “4” or “5” was required. An exception was made if the os coxa was scored as a “3” ambiguous for 2 traits. If 2 traits were scored as a “3”,the sex was chosen based on 3rd feature that was not ambiguous. 25 Visual Method Landmark Definitions Figure 9 Ventral Arc: A (female), B (male) (Adapted from Figure 1, Phenice 1969:299.) Ventral Arc: Present in females. As seen in figure 9, it is a ridge of bone on the anterior aspect of the pubis and the curve “cuts off” the infero-medial corner of the bone. If male bones exhibit a ridge, it does not have the same curve, angling instead infero-medially to conform with the edge of the bone. 26 Figure 10 Subpubic Concavity: C( female), D (male) (Adapted from Figure 1, Phenice 1969:299.) Subpubic Concavity: Present in females when viewed from an anterior aspect. As seen in figure 10, the inferior border of the Ischiopubic Ramus is concave when this trait is present, as opposed to the straight or convex morphology seen in males. 27 Figure 11 Ischiopubic Ramus ridge E (female), F (male) (Adapted from Figure 1, Phenice 1969:299.) Ischiopubic Ramus: As seen in figure 11, the medial surface of the Ischiopubic Ramus immediately below the symphysis forms a narrow, crest like ridge in females. Thin in females when viewed from the medial aspect; noticeably thicker in males. 28 For assessment of the ventral arc, the ventral surface of the pubic bone should be perpendicular to the viewer and the superior pubic ramus should be aligned horizontally or straight as seen in figures 12 & 13. For this trait, the area lateral to the symphyseal face should be assessed. Figure 12 Ventral arc orientation for scoring (Adapted from http://nonmetricpelvissexing.weebly.com/ventral-arc.html) Trait Scoring Figure 13 Ventral arc from left to right: score 1 (f) to 5 (m) (Adapted from http://nonmetricpelvissexing.weebly.com/ventral-arc.html) 29 For the subpubic concavity, the dorsal surface of the pubic bone should be held perpendicular to the scorer. The region immediately below the symphyseal face and the entire inferior pubic ramus should be considered as seen in figures 14 & 15. Figure 14 Subpubic concavity orientation for scoring (Adapted from http://nonmetricpelvissexing.weebly.com/subpubic-contour.html) Trait Scoring Figure 15 Subpubic concavity from left to right: score 1 (f) to 5 (m) (Adapted from http://nonmetricpelvissexing.weebly.com/subpubic-contour.html) 30 To assess the medial aspect of the ischio-pubic ramus, the symphyseal face should be held perpendicular to the viewer. The superior and inferior borders of the symphyseal face should be aligned vertically. To asses this trait the region below the inferior edge of the symphyseal face to the approximate mid-region of the ramus should be considered as seen in figures 16 &17. Figure 16 Medial aspect of the Ischiopubic Ramus ridge (Adapted from http://nonmetricpelvissexing.weebly.com/medial-aspect.html) 31 Trait Scoring Figure 17 Ischiopubic Ramus ridge from left to right: 1 (f) to 5 (m) (Adapted from http://nonmetricpelvissexing.weebly.com/medial-aspect.html) 32 Chapter IV Intra-Observer Error Observer error analysis is important in determining the reliability of methods for data collection in scientific research. In order for a method to be reliable, its results must be repeatable. If the results of a method cannot be replicated, it will not be useful for the purpose of scientific research. Reliability is tested here with an intra-observer error study. In order to test for intra-observer repeatability of the metric & Phenice measurements, os coxa of 15 individuals were measured a second time after the completion of the original data set. Phenice Method The Phenice method was assessed for sex identification in less than 42 seconds per os coxa on round two with an average of 21 sec from start to finish of the three landmarks. Two of the os coxa were assessed incorrectly for sex out of the 15, these same two were assessed incorrectly for sex the first round as well (os coxa 84 & 100) with identical scores for each of the landmarks. 33 Table 1.Original data for Phenice Method Results of Random Sample Os coxa Ventral Arc SubPConcavity Ischio R. No. Estimated Ridge Sex Actual Sex 42 4 2 4 Male Male 52 3 4 4 Male Male 53 4 4 4 Male Male 69 4 4 4 Male Male 73 3 4 4 Male Male 81 4 4 4 Male Male 84 * 3 2 2 Female Male 87 4 4 4 Male Male 95 4 4 4 Male Male 100* 2 2 2 Female Male 113 4 4 5 Male Male 137 4 4 4 Male Male 154 4 4 4 Male Male 157 4 4 5 Male Male 161 4 3 4 Male Male 34 Table 2. Round 2 of Phenice Method Results of Random Sample Os coxa Ventral Arc SubPConcavity Ischio R. No. Estimated Ridge Sex Actual Sex 42 4 2 4 Male Male 52 4 4 4 Male Male 53 4 4 4 Male Male 69 4 4 4 Male Male 73 4 4 4 Male Male 81 4 4 4 Male Male 84* 3 2 2 Female Male 87 4 4 5 Male Male 95 4 4 4 Male Male 100* 2 2 2 Female Male 113 4 4 5 Male Male 137 4 4 4 Male Male 154 4 4 4 Male Male 157 4 4 5 Male Male 161 4 3 4 Male Male *Os coxa highlighted and labeled with * incorrectly estimated for sex 35 A paired sample t-test was conducted to compare the metric measurements from the random sample of 15 individuals. Round 1 and 2 measurements were compared to test for intra-observer error. Standard descriptive statistics including means and standard deviation were obtained for all metric measurements. There was not a significant difference in the measurements for os coxa height 1 (M=228.06, SD= 12.30) and os coxa height 2 (M= 227.53, SD=10.71) with a mean difference of .53. There was not a significant difference in the measurements for iliac breadth 1 (M=162.52, SD=8.23), but iliac breadth 2 (M=161.23, SD=7.52) with a mean difference of 1.29 was significant. There was not a significant difference between the measurements for pubis length 1(M=93.16,SD=5.41) and pubis length 2 (M=94.50, SD=5.17) with a mean difference of 1.34. There was not a significant difference in the measurements for ischium length 1( M=91.03, SD=5.56) and ischium length 2 (M=92.43, SD=5.40) with a mean difference of 1.40. There was not a significant difference for the measurements for greater sciatic notch width 1 (M=39.86,SD=5.46) and greater sciatic notch width 2 (M= 39.70, SD=5.46) with a mean difference of .17. These results suggest that there are not significant differences in the intra- observer error test done on the random sample of 15 individuals for all measurements except the iliac breadth, although the measurement means are only different by 1.29 mm the conditions are; t(14)=2.716, p=.017 with the p value being less than .05 which shows a significant difference. If conditions are less than .05, I can conclude that there is a statistically significant difference between the two measurements. Although the original measurements are slightly different than round 2 measurements, the metric measurement for four of the five measurements are highly repeatable. 36 Chapter V Method Results In table 3 pictured below the descriptive statistics for all os coxa measurements for males and females are illustrated. Mean values for males exceed the corresponding female measurements for all dimensions. Significant differences were observed between the sexes for all measurements. Table 3 Descriptive statistics for metric measurements Group Statistics Valid N (listwise) ActualSex Male Female Total Mean Std. Deviation Unweighted Weighted Os_Coxa_Height 222.3129 10.22098 66 66.000 Iliac_Breadth 160.0838 7.75759 66 66.000 Pubis_Length 91.8300 5.00449 66 66.000 Ischium_Length 88.6689 5.14204 66 66.000 GreaterSciatic 40.7868 4.42014 66 66.000 Os_Coxa_Height 200.4514 13.04893 35 35.000 Iliac_Breadth 151.9146 8.45787 35 35.000 Pubis_Length 90.4420 6.00073 35 35.000 Ischium_Length 77.4577 5.33442 35 35.000 GreaterSciatic 38.6320 5.24434 35 35.000 Os_Coxa_Height 214.7371 15.33314 101 101.000 Iliac_Breadth 157.2529 8.87145 101 101.000 Pubis_Length 91.3490 5.38171 101 101.000 Ischium_Length 84.7839 7.45712 101 101.000 GreaterSciatic 40.0401 4.80755 101 101.000 37 Metric Method Results I ran discriminate function analysis to make sex estimations for the metric measurements. As seen in the classification results in table 4 below, 7 individuals were incorrectly identified for sex for an accuracy of 93.1%. Females were correctly classified in 94.3% of cases (33/35) and the males 92.4 % were correctly classified (61/66). As seen in the casewise statistics table 5, 93.1% of the sample was correctly identified for sex. Table 4 Classification results Classification Results a Predicted Group Membership ActualSex Original Count Male Male Female 61 5 66 2 33 35 92.4 7.6 100.0 5.7 94.3 100.0 Female % Male Female Total a.93.1% of original grouped cases correctly classified Table 5 Casewise statistics Casewise Statistics Discrimina Highest Group Case Numbe r Origin 1 Actu P(D>d al | G=g) Grou Predicte p d Group 1 1 al Second Highest Group Squared nt Scores Squared P(G= Mahalanobi P(G= Mahalanobi d g| s Distance Grou g| s Distance f D=d) to Centroid p D=d) to Centroid Function 1 .13 1 1.000 2.236 2 .000 18.811 2.480 .226 2 .005 11.005 1.460 p 5 2 1 1 .63 1 .995 4 38 3 1 1 .90 1 .976 .015 2 .024 7.401 .863 .990 .046 2 .010 9.339 1.199 .999 1.012 2 .001 14.805 1.991 .989 .029 2 .011 9.081 1.156 .977 .010 2 .023 7.525 .886 .904 .398 2 .096 4.890 .354 .697 1.273 1 .303 2.937 -.729 .805 .850 1 .195 3.687 -.935 .996 .286 2 .004 11.403 1.520 .993 .119 2 .007 10.152 1.329 .11 1 1.000 2.522 2 .000 19.625 2.573 .997 .390 1 .003 12.014 -2.481 .911 .361 1 .089 5.023 -1.256 .920 .317 2 .080 5.195 .422 .998 .609 2 .002 13.123 1.765 .824 .772 1 .176 3.855 -.979 .777 .963 2 .223 3.462 .003 .998 .593 2 .002 13.046 1.755 .979 .006 1 .021 7.648 -1.781 3 4 1 1 .83 1 0 5 1 1 .31 1 4 6 1 1 .86 1 4 7 1 1 .92 1 1 8 1 1 .52 1 8 9 2 2 .25 1 9 10 2 2 .35 1 7 11 1 1 .59 1 3 12 1 1 .73 1 1 13 1 1 2 14 2 2 .53 1 2 15 2 2 .54 1 8 16 1 1 .57 1 4 17 1 1 1 ** .43 1 5 18 2 .38 1 0 19 1 1 .32 1 6 20 1 1 .44 1 1 21 2 2 .93 1 9 39 22 1 2 ** .36 1 .809 .833 1 .191 3.721 -.944 .974 .023 1 .026 7.239 -1.706 .753 1.059 1 .247 3.286 -.828 .571 1.742 1 .429 2.317 -.537 .999 .783 2 .001 13.887 1.869 .997 .421 2 .003 12.184 1.633 .762 1.022 1 .238 3.352 -.846 .923 .301 2 .077 5.261 .437 .918 .328 1 .082 5.147 -1.284 .998 .547 2 .002 12.827 1.724 .999 .763 2 .001 13.803 1.858 .872 .556 2 .128 4.394 .239 .20 1 1.000 1.597 2 .000 16.856 2.248 .799 .874 2 .201 3.637 .050 .967 .052 1 .033 6.828 -1.628 .990 .046 2 .010 9.338 1.199 .766 1.008 2 .234 3.378 -.019 .901 .416 2 .099 4.825 .340 .996 .267 2 .004 11.278 1.501 1 23 2 2 .88 1 0 24 2 2 .30 1 3 25 2 2 .18 1 7 26 1 1 .37 1 6 27 1 1 .51 1 7 28 2 2 .31 1 2 29 1 1 1 ** .58 1 3 30 2 .56 1 7 31 1 1 .46 1 0 32 1 1 .38 1 2 33 1 1 .45 1 6 34 1 1 6 35 1 1 .35 1 0 36 2 2 .81 1 9 37 1 1 .83 1 1 38 1 1 .31 1 5 39 1 1 .51 1 9 40 1 1 .60 1 6 40 41 1 1 .86 1 .972 .029 2 .028 7.144 .816 .999 1.542 1 .001 16.675 -3.099 .999 1.380 2 .001 16.135 2.160 .976 .012 2 .024 7.464 .875 .996 .278 2 .004 11.354 1.512 .995 .198 2 .005 10.801 1.429 .656 1.424 1 .344 2.718 -.664 .987 .009 2 .013 8.613 1.078 .731 1.142 1 .269 3.145 -.789 .966 .060 2 .034 6.744 .740 .999 1.307 2 .001 15.880 2.128 .790 .910 1 .210 3.565 -.903 .980 .003 1 .020 7.778 -1.804 .953 .133 2 .047 6.137 .620 .976 .015 2 .024 7.392 .862 .849 .663 2 .151 4.111 .170 .627 1.531 2 .373 2.574 -.253 .05 1 1.000 3.652 2 .000 22.589 2.896 .003 1 .015 8.392 -1.912 6 42 2 2 .21 1 4 43 1 1 .24 1 0 44 1 1 .91 1 3 45 1 1 .59 1 8 46 1 1 .65 1 7 47 2 2 .23 1 3 48 1 1 1 ** .92 1 6 49 2 .28 1 5 50 1 1 .80 1 6 51 1 1 .25 1 3 52 2 2 .34 1 0 53 2 2 .95 1 8 54 1 1 .71 1 5 55 1 1 .90 1 2 56 1 1 2 ** .41 1 5 57 1 .21 1 6 58 1 1 6 59 2 2 .95 1 .985 6 41 60 1 2 ** .42 1 .851 .651 1 .149 4.141 -1.050 .995 .172 1 .005 10.607 -2.272 .967 .053 2 .033 6.818 .754 .972 .028 2 .028 7.159 .819 .978 .007 2 .022 7.596 .899 .979 .004 2 .021 7.713 .920 .997 .352 1 .003 11.801 -2.450 .998 .537 2 .002 12.780 1.718 .00 1 1.000 15.418 1 .000 45.812 -5.784 .997 .378 1 .003 11.950 -2.472 .03 1 1.000 4.425 1 .000 24.457 -3.961 .990 .034 2 .010 9.162 1.170 .875 .543 2 .125 4.431 .248 .14 1 1.000 2.179 2 .000 18.646 2.461 .933 .242 2 .067 5.522 .493 .863 .599 1 .137 4.278 -1.083 .991 .054 1 .009 9.452 -2.090 .998 .620 1 .002 13.172 -2.645 .988 .018 2 .012 8.851 1.118 0 61 2 2 .67 1 8 62 1 1 .81 1 8 63 1 1 .86 1 8 64 1 1 .93 1 2 65 1 1 .94 1 8 66 2 2 .55 1 3 67 1 1 .46 1 4 68 2 2 0 69 2 2 .53 1 9 70 2 2 5 71 1 1 .85 1 3 72 1 1 .46 1 1 73 1 1 0 74 1 1 .62 1 3 75 2 2 .43 1 9 76 2 2 .81 1 6 77 2 2 .43 1 1 78 1 1 .89 1 4 42 79 1 1 .71 1 .994 .137 2 .006 10.321 1.356 .990 .042 2 .010 9.280 1.189 .994 .128 2 .006 10.239 1.343 .08 1 1.000 2.893 1 .000 20.638 -3.558 .999 1.554 2 .001 16.716 2.231 .970 .038 1 .030 7.008 -1.662 .996 .314 1 .004 11.577 -2.418 .626 1.538 2 .374 2.566 -.255 .999 .842 1 .001 14.133 -2.775 .999 .914 2 .001 14.424 1.941 .984 .001 2 .016 8.278 1.020 .619 1.564 2 .381 2.532 -.266 .547 1.836 2 .453 2.211 -.370 .829 .749 1 .171 3.905 -.991 .920 .318 2 .080 5.190 .421 .965 .065 2 .035 6.697 .731 .992 .081 1 .008 9.776 -2.142 .976 .015 1 .024 7.397 -1.735 .985 .002 1 .015 8.313 -1.898 1 80 1 1 .83 1 8 81 1 1 .72 1 0 82 2 2 9 83 1 1 .21 1 3 84 2 2 .84 1 6 85 2 2 2 ** .57 1 5 86 1 .21 1 5 87 2 2 .35 1 9 88 1 1 .33 1 9 89 1 1 .97 1 2 90 1 1 .21 1 1 91 1 1 .17 1 5 92 2 2 .38 1 7 93 1 1 .57 1 3 94 1 1 .80 1 0 95 2 2 .77 1 6 96 2 2 .90 1 3 97 2 2 .96 1 7 43 98 2 2 .86 1 .989 .028 1 .011 9.047 -2.023 .943 .190 1 .057 5.789 -1.421 .830 .743 2 .170 3.920 .123 .997 .381 2 .003 11.966 1.602 8 99 2 2 .66 1 3 100 1 1 .38 1 9 101 1 1 .53 1 7 **. Misclassified case Misclassification for males identified in individuals 42, 47, 65, 108 & 141. Misclassification for females occurred in individuals 132, & 186 as seen in the table 6 below. Skeletons numbers differ from the numbers shown in casewise statistics which list them in order from number 1 to 101 as opposed to actual skeleton identification number. Table 6 Misclassified individuals Os coxa No. Sex Estimation Actual Sex Age Ancestry 42 Female Male 83 White 47 Female Male 69 White 65 Female Male 73 White 108 Female Male 83 No Data 132 Male Female 69 White 141 Female Male 30 White 186 Male Female 101 White 44 The results show that there are significant sex differences between males and females. However it is interesting to note the measurements of specific sections of the os coxa, for example the pubis length and greater sciatic notch width did not yield as high results as measurements for the bone as a whole. In other studies the greater sciatic notch usually yields better results for sex determination. This may be due to my inexperience in regards to measuring this particular area of the bone. This shows the importance of having multiple measurements to asses. Of all metric measurements ischium length and os coxa height were the most dimorphic. Pubic length was greater in males ranging from 82.3-106.5 as opposed to females ranging from 75.6-101 but the difference is so small that it is not an effective sex predictor yielding a mean of 91.8 for males and 90.4 for females. However it is interesting to note that as seen in the box plots below although the male and female measurements are very similar, there are several outliers in the female range that fall well below the normal range. Of the five that fell below the normal range, sample 186 (86) was incorrectly classified as a male during the metric discriminate function analysis. 45 Figure 18 Box plot for pubis length Ischium length differed significantly in males and females and was greater in males ranging from 76.1-100.6 and 55.3-84.5 in females. The mean for ischium length in males was 88.67 for males as opposed to 77.46 in females with one outlier which is shown in the box plot below in figure 19, sample 158 (68) a female who actually had the shortest Ischium length in the sample. 46 Figure 19 Box plot for Ischial length Although the size, angle and shape of the greater sciatic notch are good characteristics to distinguish the sexes, it can be difficult to actually quantify the differences. The width of the greater sciatic notch is larger in females, but deeper in males (S. Singh, 1978). The greater sciatic notch width was greater in males ranging from 25.80-48.12 as opposed to 31.51-48.79 in females but the difference is so small that it may not be the most effective measurement for sex prediction with a mean of 40.79 for males and 38.63 for females. The assessment of the greater sciatic notch may be more agreeable to morphological methods as opposed to metric measurement comparisons. As seen in the box plot below there were two outliers in the sample both were males, individuals 53 (27 ) & 65 (30 ) which had significantly smaller width than all of the males as well as some of the females. 47 Figure 20 Box plots for greater sciatic notch The os coxa height yielded the most significant differences with males having a greater height ranging from 197.9-244.3 and females ranging from 164.48-221.91. The means show the significance differences in height with males averaging a height of 222.31 and females averaging a height of 200.45. There are two outliers in the sample with significantly shorter os coxa heights, both of which are females, individuals 158 (68) and 160 (70). 48 Figure 21 Box plots for os coxa height The iliac breadth also differed significantly for males and females with males having a higher breadth ranging from 140.1-174.3 and females ranging from 127.9-165.6. The means from males was 160.08 and females were 151.91. There was one outlier in the sample as shown below, individual 158 (68 ) which fell below the entire sample. Os coxa 158 had smaller measurements across all measurements and more than likely was a very tiny female. 49 Figure 22 Box plots for iliac breadth As seen table 7 below the os coxa height and ischium length were the only measurements that yielded extreme highest and lowest measurements that fell into only males for the highest and females for the lowest. This leads me to believe these are two of the better measurements to use for sex identification. Table 7 Extreme values for sample Extreme Values ActualSex Os_Coxa_Height Male Case Number Highest Lowest Value 1 67 244.32 2 51 242.97 3 88 241.49 4 34 241.02 5 37 241.02 1 60 197.85 2 18 198.99 50 Female Highest Lowest Pubis_Length Male Highest Lowest Female Highest Lowest Ischium_Length Male Highest 3 3 204.25 4 22 208.07 5 55 209.28 1 25 221.91 2 15 217.65 3 21 214.75 4 75 214.13 5 97 213.81 1 68 164.48 2 70 165.30 3 42 186.44 4 66 188.14 5 9 188.71 1 37 106.45 2 27 101.77 3 58 100.25 4 45 99.00 5 40 98.80 1 11 82.29 2 55 84.21 3 22 84.26 4 79 84.31 5 46 84.53 1 84 101.00 2 77 100.22 3 97 98.79 4 75 97.91 5 69 96.16 1 9 75.58 2 10 77.78 3 68 79.27 4 86 80.23 5 92 80.48 1 58 100.55 2 27 99.67 3 80 96.71 4 37 96.07 51 Lowest Female Highest Lowest GreaterSciatic Male Highest Lowest Female Highest Lowest Iliac_Breadth Male Highest 5 13 95.63 1 22 76.06 2 19 77.02 3 18 77.02 4 60 78.73 5 91 80.79 1 75 84.47 2 24 84.09 3 57 83.62 4 28 83.21 5 25 83.03 1 68 55.30 2 82 70.01 3 10 70.67 4 42 72.16 5 70 73.29 1 78 48.12 2 64 47.81 3 58 47.74 4 81 47.29 5 46 46.95 1 27 25.80 2 30 30.77 3 22 31.92 4 32 31.98 5 80 33.02 1 47 48.30 2 53 47.15 3 52 46.12 4 57 46.00 5 28 45.20 1 36 31.51 2 15 31.61 3 97 31.71 4 68 32.64 5 9 32.75 1 35 174.27 52 Lowest Female Highest Lowest 2 45 172.82 3 88 169.50 4 48 169.44 5 44 169.27 1 19 140.04 2 18 140.04 3 55 142.92 4 60 146.69 5 22 148.02 1 53 165.56 2 21 164.78 3 24 164.58 4 77 164.51 5 23 161.71 1 68 127.89 2 10 136.87 3 36 140.62 4 98 142.09 5 66 143.14 Phenice Method Results Using the Phenice method, 94 of 101 individuals were correctly assessed for sex for an overall accuracy of 93.1%. Accuracy was much greater for females (100%) than for males (89.4%) as seen in the table 8 below. Of the 7 individuals who were judged incorrectly, all 7 (59/66) were males incorrectly identified as females, no females were incorrectly classified. As seen in table 9 all 7 males were of White ancestry and the ages at death of the 7 individuals ranged from 40-87 years with a mean age of 66 years. 53 Table 8 Classification results Classification Results a Predicted Group Membership ActualSex Original Count Male Female % Male Female Male Female Total 59 7 66 0 35 35 89.4 10.6 100.0 .0 100.0 100.0 Table 9 Misclassified Individuals for Phenice Method Os Coxa No. Sex Estimation Actual Sex Ancestry Actual Age 20 Female Male White 87 43 Female Male White 71 65 Female Male White 73 84 Female Male White 68 100 Female Male White 40 162 Female Male White 54 189 Female Male White 69 54 Figure 23 Os coxa 20 Figure 24 Os coxa 20: Ventral arc, Subpubic concavity, Ischiopubic Ramus ridge Ventral Arc: 2 Subpubic Concavity: 2 Ischiopubic Ramus: 3 Judged as female but actually a male 55 Figure 25 Os coxa 43 Figure 26 Os coxa 43: Ventral arc, Subpubic concavity, Ischiopubic Ramus ridge Ventral Arc: 2 Subpubic Concavity: 2 Ischiopubic Ramus: 3 Judged as female but actually a male 56 Figure 27 Os coxa 65 Figure 28 Os coxa 65 Ventral Arc: 3 Subpubic Concavity: 2 Ischiopubic Ramus: 2 Judged as female but actually a male 57 Figure 29 Os coxa 84 Figure 30 Os coxa 84: Ventral arc, Subpubic concavity, Ischiopubic Ramus ridge Ventral Arc: 3 Subpubic Concavity: 2 Ischiopubic Ramus: 2 Judged as female but actually a male 58 Figure 31 Os coxa 100 Figure 32 Os coxa 100: Ventral arc, Subpubic concavity, Ischiopubic Ramus ridge Ventral Arc: 2 Subpubic Concavity: 2 Ischiopubic Ramus: 2 Judged as female but actually a male 59 Figure 33 Os coxa 162 Figure 34 Os coxa 162: Ventral arc, Subpubic concavity, Ischiopubic Ramus ridge Ventral Arc: 2 Subpubic Concavity: 2 Ischiopubic Ramus: 3 Judged as female but actually a male 60 Figure 35 Os coxa 189 Figure 36 Os coxa 189: Ventral arc, Subpubic concavity, Ischiopubic Ramus ridge Ventral Arc: 2 Subpubic Concavity: 2 Ischiopubic Ramus: 3 Judged as female but actually a male 61 I also ran discriminate function analysis on the Phenice method results as seen in table 10 below which highlights the males incorrectly classified for sex as females. Table 10 Casewise Statistics for sample Discriminan Highest Group Second Highest Group t Scores P(D >d | P( G=g Squared G= Squared P(G Mahalanobis g| Mahalanobi d =g | Distance to D= s Distance f D=d) Centroid d) to Centroid . 1 1.00 ) Case Actual Predicted No Group Group Origina 1 1 p 1 l 7 .073 0 Group 2 .00 Function 1 18.682 1.674 21.369 1.974 11.060 .677 18.682 1.674 18.682 1.674 0 8 8 2 1 1 . 1 5 1.00 .325 0 2 .00 0 6 9 3 1 1 . 1 .995 .529 4 2 .00 5 6 7 4 1 1 . 1 7 1.00 .073 0 2 .00 0 8 8 5 1 1 . 1 7 1.00 .073 0 2 .00 0 8 8 62 6 1 1 . 1 .941 1.801 1 2 .05 7.349 .063 11.060 .677 7.326 -1.302 22.731 -3.363 7.697 -1.370 22.131 2.056 31.577 2.971 18.682 1.674 19.958 -3.063 9 8 0 7 1 1 . 1 .995 .529 4 2 .00 5 6 7 8 1 2 ** . 1 .940 1.812 1 1 .06 0 7 8 9 2 2 . 1 4 1.00 .511 0 1 .00 0 7 5 10 2 2 . 1 .954 1.635 2 1 .04 6 0 1 11 1 1 . 1 5 1.00 .424 0 2 .00 0 1 5 12 1 1 . 1 1 1.00 2.453 0 2 .00 0 1 7 13 1 1 . 1 7 1.00 .073 0 2 .00 0 8 8 14 2 2 . 1 6 1.00 .172 0 1 .00 0 7 9 63 15 2 2 . 1 .995 .535 4 1 .00 11.031 -1.917 13.851 1.073 18.682 1.674 13.851 1.073 7.326 -1.302 18.682 1.674 16.690 -2.681 11.060 .677 11.485 -1.985 5 6 4 16 1 1 . 1 .999 .110 7 2 .00 1 4 0 17 1 1 . 1 7 1.00 .073 0 2 .00 0 8 8 18 1 1 . 1 .999 .110 7 2 .00 1 4 0 19 1 2 ** . 1 .940 1.812 1 1 .06 0 7 8 20 1 1 . 1 7 1.00 .073 0 2 .00 0 8 8 21 2 2 . 1 9 1.00 .001 0 1 .00 0 7 4 22 1 1 . 1 .995 .529 4 2 .00 5 6 7 23 2 2 . 1 .996 .441 5 1 .00 4 0 7 64 24 2 2 . 1 7 1.00 .111 0 1 .00 19.234 -2.981 16.690 -2.681 11.060 .677 18.682 1.674 9.540 -1.684 22.131 2.056 4.377 -.688 22.131 2.056 18.682 1.674 0 3 9 25 2 2 . 1 9 1.00 .001 0 1 .00 0 7 4 26 1 1 . 1 .995 .529 4 2 .00 5 6 7 27 1 1 . 1 7 1.00 .073 0 2 .00 0 8 8 28 2 2 . 1 .987 .930 3 1 .01 3 3 5 29 1 1 . 1 5 1.00 .424 0 2 .00 0 1 5 30 1 2 ** . 1 .566 3.845 0 1 .43 4 5 0 31 1 1 . 1 5 1.00 .424 0 2 .00 0 1 5 32 1 1 . 1 7 1.00 .073 0 2 .00 0 8 8 65 33 1 1 . 1 5 1.00 .424 0 2 .00 22.131 2.056 11.060 .677 16.176 1.374 16.690 -2.681 21.369 1.974 18.682 1.674 21.369 1.974 4.377 -.688 18.682 1.674 0 1 5 34 1 1 . 1 .995 .529 4 2 .00 5 6 7 35 1 1 . 1 9 1.00 .001 0 2 .00 0 7 5 36 2 2 . 1 9 1.00 .001 0 1 .00 0 7 4 37 1 1 . 1 5 1.00 .325 0 2 .00 0 6 9 38 1 1 . 1 7 1.00 .073 0 2 .00 0 8 8 39 1 1 . 1 5 1.00 .325 0 2 .00 0 6 9 40 1 2 ** . 1 .566 3.845 0 1 .43 4 5 0 41 1 1 . 1 7 1.00 .073 0 2 .00 0 8 8 66 42 2 2 . 1 4 1.00 .511 0 1 .00 22.731 -3.363 18.682 1.674 22.131 2.056 9.540 -1.684 11.060 .677 19.234 -2.981 18.682 1.674 13.851 1.073 11.060 .677 0 7 5 43 1 1 . 1 7 1.00 .073 0 2 .00 0 8 8 44 1 1 . 1 5 1.00 .424 0 2 .00 0 1 5 45 1 2 ** . 1 .987 .930 3 1 .01 3 3 5 46 1 1 . 1 .995 .529 4 2 .00 5 6 7 47 2 2 . 1 7 1.00 .111 0 1 .00 0 3 9 48 1 1 . 1 7 1.00 .073 0 2 .00 0 8 8 49 1 1 . 1 .999 .110 7 2 .00 1 4 0 50 1 1 . 1 .995 .529 4 2 .00 5 6 7 67 51 1 1 . 1 5 1.00 .424 0 2 .00 22.131 2.056 19.234 -2.981 19.234 -2.981 18.682 1.674 18.682 1.674 25.047 2.356 9.540 -1.684 18.682 1.674 16.690 -2.681 0 1 5 52 2 2 . 1 7 1.00 .111 0 1 .00 0 3 9 53 2 2 . 1 7 1.00 .111 0 1 .00 0 3 9 54 1 1 . 1 7 1.00 .073 0 2 .00 0 8 8 55 1 1 . 1 7 1.00 .073 0 2 .00 0 8 8 56 1 1 . 1 3 1.00 .906 0 2 .00 0 4 1 57 2 2 . 1 .987 .930 3 1 .01 3 3 5 58 1 1 . 1 7 1.00 .073 0 2 .00 0 8 8 59 2 2 . 1 9 1.00 .001 0 1 .00 0 7 4 68 60 1 1 . 1 5 1.00 .325 0 2 .00 21.369 1.974 9.540 -1.684 16.176 1.374 32.501 3.053 18.682 1.674 18.682 1.674 19.234 -2.981 22.131 2.056 22.731 -3.363 0 6 9 61 2 2 . 1 .987 .930 3 1 .01 3 3 5 62 1 1 . 1 9 1.00 .001 0 2 .00 0 7 5 63 1 1 . 1 0 1.00 2.716 0 2 .00 0 9 9 64 1 1 . 1 7 1.00 .073 0 2 .00 0 8 8 65 1 1 . 1 7 1.00 .073 0 2 .00 0 8 8 66 2 2 . 1 7 1.00 .111 0 1 .00 0 3 9 67 1 1 . 1 5 1.00 .424 0 2 .00 0 1 5 68 2 2 . 1 4 1.00 .511 0 1 .00 0 7 5 69 69 2 2 . 1 6 1.00 .172 0 1 .00 19.958 -3.063 19.234 -2.981 16.176 1.374 7.326 -1.302 18.682 1.674 11.060 .677 19.234 -2.981 22.731 -3.363 5.404 -.920 0 7 9 70 2 2 . 1 7 1.00 .111 0 1 .00 0 3 9 71 1 1 . 1 9 1.00 .001 0 2 .00 0 7 5 72 1 2 ** . 1 .940 1.812 1 1 .06 0 7 8 73 1 1 . 1 7 1.00 .073 0 2 .00 0 8 8 74 1 1 . 1 .995 .529 4 2 .00 5 6 7 75 2 2 . 1 7 1.00 .111 0 1 .00 0 3 9 76 2 2 . 1 4 1.00 .511 0 1 .00 0 7 5 77 2 2 . 1 .770 2.987 0 1 .23 0 8 4 70 78 1 1 . 1 9 1.00 .001 0 2 .00 16.176 1.374 18.682 1.674 25.047 2.356 18.682 1.674 22.731 -3.363 22.131 2.056 19.234 -2.981 14.221 -2.367 16.690 -2.681 0 7 5 79 1 1 . 1 7 1.00 .073 0 2 .00 0 8 8 80 1 1 . 1 3 1.00 .906 0 2 .00 0 4 1 81 1 1 . 1 7 1.00 .073 0 2 .00 0 8 8 82 2 2 . 1 4 1.00 .511 0 1 .00 0 7 5 83 1 1 . 1 5 1.00 .424 0 2 .00 0 1 5 84 2 2 . 1 7 1.00 .111 0 1 .00 0 3 9 85 2 2 . 1 .999 .079 7 1 .00 1 7 8 86 2 2 . 1 9 1.00 .001 0 1 .00 0 7 4 71 87 2 2 . 1 .770 2.987 0 1 .23 5.404 -.920 25.047 2.356 7.326 -1.302 13.851 1.073 32.501 3.053 19.234 -2.981 18.682 1.674 36.016 3.353 19.234 -2.981 0 8 4 88 1 1 . 1 3 1.00 .906 0 2 .00 0 4 1 89 1 2 ** . 1 .940 1.812 1 1 .06 0 7 8 90 1 1 . 1 .999 .110 7 2 .00 1 4 0 91 1 1 . 1 0 1.00 2.716 0 2 .00 0 9 9 92 2 2 . 1 7 1.00 .111 0 1 .00 0 3 9 93 1 1 . 1 7 1.00 .073 0 2 .00 0 8 8 94 1 1 . 1 0 1.00 3.796 0 2 .00 0 5 1 95 2 2 . 1 7 1.00 .111 0 1 .00 0 3 9 72 96 2 2 . 1 7 1.00 .111 0 1 .00 19.234 -2.981 13.715 -2.299 22.731 -3.363 22.731 -3.363 36.016 3.353 36.016 3.353 0 3 9 97 2 2 . 1 .999 .122 7 1 .00 1 2 7 98 2 2 . 1 4 1.00 .511 0 1 .00 0 7 5 99 2 2 . 1 4 1.00 .511 0 1 .00 0 7 5 100 1 1 . 1 0 1.00 3.796 0 2 .00 0 5 1 101 1 1 . 1 0 1.00 3.796 0 2 .00 0 5 1 **. Misclassified case The results for time for both methods is shown below in table 11. The Phenice method times ranged from 11 seconds to 4.40 minutes with a mean of 59 seconds. The metric measurement method ranged from 1.17 minutes to 6.09 minutes with a mean of 2 min. The Phenice method was completed in half the time of the metric measurement method which was very time consuming. 73 Table 11 Descriptive Statistics N Minimum Maximum Mean Time 101 .11 4.40 .5943 TimeMetric 101 1.17 6.09 1.9950 Valid N (listwise) 101 74 Chapter VI Discussion Assessment of accuracy and reliability in sex identification methods is important in forensic anthropology. Without an understanding of how accurate or reliable a sex estimation method is in making sex determinations, the method lacks validity. If a method is accurate but not reliable or vice versa reliable but not accurate it is of no use to the researcher because it cannot produce correct classification on a repeatable basis. Reliability When a method produces consistent results between observations and observers it is considered reliable. Reliability in this study is established with an intra-observer error test. Observations were made twice by the author using a random sample of 15 using the same skeletal materials. These results were compared using a paired t-tests in order to determine how consistent the methods were on a repeatable basis. Intraobserver Reliability Observations made were highly concordant for the metric measurement method and the Phenice method. The paired t-test showed that all metric measurements except the iliac breadth showed no statistical significance between the two measurements per land mark. Thus, the first and second observations are similar enough in four out of five of the measurements that we can say there are no significant differences between them. The Phenice method appeared to be more reliable than the metric measurement method. The first and second round yielded almost identical results and sexed the same 13 individuals correctly and 2 individuals incorrectly. Overall, the methods were reliable 75 between the first and second observations conducted by the author but as predicted the Phenice method was more reliable and easier to assess in the same manner on a repeatable basis. Accuracy A method that can correctly classify individuals is considered accurate. A high percentage of correctly identified individuals indicates a more accurate method than one that misclassifies high percentages of individuals. Accuracy rates are determined in this study by comparison of correctly classified individuals versus incorrectly classified individuals. The metric measurement method correctly classified 93.1% of individuals, incorrectly classifying 2 (94.3%) of a sample of 35 females and 5 (92.4%) from a sample of 66 males. In regards to the accuracy of sex determination of males and females, Meindl et al. (1985) suggests that the females’ skeleton is seldomly incorrectly diagnosed. This is apparently due to the less variability in female pelvic size, since women are under strong selective pressures related too adaption in locomotion as well as reproduction (Bruzek, 2002). In this study females were correctly identified more often than males. In the Phenice method results all females (35) were determined with 100% accuracy as opposed to males (89.4%) which gives validity to Meindl’s findings. Although 100% of females were accurately diagnosed only 7 of 35 females were scored as all 1’s for each of the landmark traits as seen in the figures below. So although it was easier to determine if an individual was a female, there were still some ambiguous traits 76 present but more often than not the individual was still recognizable as a female especially with the Phenice method. The Phenice method accurately assessed sex for 94 of 101 individuals for an accuracy rate of 93.1%. This suggests that the technique not only gives an accurate sex determination but gives accuracy even with an inexperienced observer like Phenice suggests. Although the accuracy percentage is not as high as Phenice reported in his original study it does give validity to his technique. Perhaps the difference in accuracy reflects the difference in experience levels of the investigator. At the time of the study, Phenice was an advanced graduate student who had already gained experience in examining skeletal remains in a forensic and archeological setting. The differences in accuracy may reflect his experience level which may have played a role in his scoring of the features in his method. Also because there is overlap in the sexes it may be that those who show ambiguous traits or traits not specific to the norm for the actual sex will always be present in a large sample. This study suggest that the use of the three landmarks for sex estimation with an inexperienced investigator produces accurate results, confirming Phenice’s assertion that the technique does not require experienced observers to yield accurate results. An understanding of the accuracy and reliability of any identification method is necessary for scientific research and legal purposes. If repeated research cannot produce repeated results, and error rates are too high, producing low percentages of correctly classified individuals, a method will be inappropriate and of no use in both the scientific and legal setting. If a method yields high percentages of accuracy on a repeatable basis, that method is valid and use of that method can be justified. 77 Os Coxa Scored with all 1’s indicative of Female Figure 37 Os coxa 21 (Female) Figure 38 Os coxa 21 (Female) 78 Figure 39 Os coxa 86 (Female) Figure 40 Os coxa 86: Ventral arc, Subpubic concavity, Ischiopubic Ramus ridge 79 Figure 41 Os coxa 158 Figure 42 Os coxa 158: Ventral arc, Subpubic concavity, Ischiopubic Ramus ridge 80 Figure 43 Os coxa 173 Figure 44 Os coxa 173 :Ventral arc, Subpubic concavity, Ischiopubic Ramus ridge 81 Figure 45 Os coxa 182 Figure 46 Os coxa 182: Ventral arc, Subpubic concavity, Ischiopubic Ramus ridge 82 Figure 47 Os coxa 201 Figure 48 Os coxa 201: Ventral arc, Subpubic concavity, Ischiopubic Ramus ridge 83 Figure 49 Os coxa 203 Figure 50 os coxa 203: Ventral arc, Subpubic concavity, Ischiopubic Ramus ridge 84 Male vs. Female os coxa from sample Figure 51 Os coxa 207: Male (scored with all 5's) Figure 52 Os coxa 182: Female (scored with all 1's) 85 Chapter VII Conclusion The purpose of this research was to test the usefulness of the metric vs. Phenice method of sex estimation using the os coxa to gain a better understanding of accuracy and reliability. It is important that osteologists know the accuracy and reliability rates of sex estimation so a correct identification of an unknown individual can be made. Validation studies such as this is of importance to determine rates of accuracy and reliability in sex determination as well as identify methods that help correctly identify skeletal remains on a repeatable basis. It is important that we understand how often an incorrect determination can be made using these specific methods. It is important to have a variety of sex estimation methods that utilize different elements of the skeleton in case there are only fragmentary remains, but it is also just as important that we utilize the methods and regions that yield the highest levels of accuracy. Because the os coxa is the most sexually dimorphic bone in the skeleton, only the pelvis landmarks were used for this research, however it is important to note that the skull and long bones can also be used and should be used in addition to the pelvis if available for the most accurate estimation of sex. The intra-observer error study revealed a high degree of consistency between all observations. However the Phenice method was just as accurate as the metric measurements but on a repeatable basis. For the metric measurements there was a high degree of concurrence between observations for all aspects including 4 of the 5 metric measurements excluding the iliac breadth. This indicates that both methods can be used 86 reliably multiple times by the same researcher. Both of these methods demonstrate a high degree of consistency. Although MacLaughlin (1990) stated metric measurement methods offer advantages over visual methods because of 1. It is inherently more objective, 2. Replicability is high, 3. It is less dependent on previous observation experience. I did not find this to be the case in this study. I very often found it difficult to locate the exact landmark for measurement. I also found I was not able to replicate results. Although it is highly likely that measurements will be different each time for a specific landmark because the measurement is taken from an estimation of the landmark area on the bone. I found that although the measurements taken for iliac breadth were close for the intra observer error test. The measurements for both rounds were statistically significantly different. The landmarks for metric measurements were not easier to find on a consistent basis. However Phenice’s method was very easy to follow and very rarely did I have trouble using his method. The only time questions arose was when the os coxa had ambiguous traits which is to be expected because sexual dimorphism among males and females is very slight in humans and there is very often overlap between the sexes. But as Phenice (1969) noted, when there was some ambiguity concerning one, or rarely two of the criteria, there was almost always one of the criteria which was obviously indicative of male or female. Phenice’s method was much easier to repeat than the metric measurements. Accuracy in determining sex of 93/1% was obtained in this study compared to 96% reported by Phenice. Although Phenice obtained a higher percentage using the method which may be because he had more experience, I don’t think that the 87 level of experience would change the percentage by much. Some individuals have ambiguous features thus making it harder to estimate sex. Of the individuals misclassified, individual 65, a white male age 73 was the only individual misclassified using both methods. His visual landmarks and metric measurements appeared to be female which is a prime example of the overlap between the sexes. Sex determination is not always straight forward. Normal human variation can produce small males as well as robust females. This is a prime example of a small male, and without his known sex, he more than likely would have been judged incorrectly. This shows us why it is important to utilize the other bones such as the skull, and long bones if they are available for the most accurate assessment. It would be interesting to test if the results would remain the same if those other bones were used as well. Limitations in this study include the representatives of the sample and researcher bias. While an attempt was made to obtain a sample that was representative of the population, sex was not known at the time of measuring and scoring. This resulted in a sample with a lot more males (66) than females (35). Additionally, the sample was not very diverse in terms of ancestry. I wanted to use a population that was homogeneous because I thought I would have less variance within the population. However, I think it would be helpful to recreate this study on other populations with different ancestry to compare results to see if levels of accuracy and reliability are comparable to these findings among other ethnic groups. Researcher bias may have played a part in this study as well. While the attempt was made to limit bias, it is not always possible to assess a visual trait without also observing other traits at the same time. When examining an os coxa, it is difficult to 88 ignore everything but the trait being analyzed, it is possible that the assessment of some traits were influenced by the simultaneous observation of others. Although I think a sample of 101 was more than adequate, I would have been interested in the accuracy levels of a much larger sample. However larger samples of documented subjects are few in numbers. Future research should utilize larger documented skeletal collections to test both metric and Phenice methods. Accuracy was high at 93.1% for both the metric and the Phenice method, this may not be the case for other studies. Although I think it is important to use all five of the metric measurements used in this study for a complete picture it may be interesting to see the results for the metric measurements if only the three measurements that yielded the most significant results for association with sex are used. Scientific research must continue to test and retest these methods on different population samples in order to assure the most accurate and reliable sex determinations. This thesis provided validation for methods that have been previously researched but this research must continue to create standards for sex identification that is population specific. 89 REFERENCES Abitbol, M. 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Journal of Forensic Sciences. 5 (4) 729-735. 95 Appendix A Skeleton Population Statistics Doc # Sex Age Population 21 female 78 White 29 female 36 White 34 female 71 no data 37 female 78 no data 46 female 91 White 48 female 53 White 49 female 22 White 51 female 72 White 62 female 47 White 77 female 73 White 86 female 77 White 107 female 26 no data 114 female 68 White 117 female 56 no data 132 female 69 White 140 female 61 White 142 female 56 White 156 female 82 White 96 Doc # Sex Age Population 158 female 50 White 159 female 72 White 160 female 68 White 172 female 85 White 173 female 73 White 175 female 63 White 182 female 74 White 184 female 79 White 185 female 62 White 186 female 101 White 187 female 81 White 192 female 72 White 196 female 83 White 198 female 39 White 199 female 98 White 201 female 53 White 203 female 69 White 4 male 52 White 5 male 62 White 6 male 41 White 7 male 71 White 97 Doc # Sex Age Population 16 male 60 White 17 male 41 White 19 male 52 White 20 male 87 White 31 male 57 White 32 male 73 no data 33 male 67 no data 38 male 86 no data 39 male 81 no data 42 male 83 White 43 male 71 White 44 male 50 White 47 male 69 White 52 male 51 White 53 male 59 White 63 male 59 White 65 male 73 White 68 male 52 White 69 male 36 White 72 male 60 White 73 male 47 White 76 male elderly White 98 Doc # Sex Age Population 80 male 58 White 81 male 73 White 83 male 24 White 84 male 68 White 85 male 59 White 87 male 74 White 95 male 60 no data 99 male 69 White 100 male 40 White 103 male 19 White 108 male 83 no data 112 male 32 White 113 male 41 White 118 male 63 White 119 male 72 White 123 male 66 White 137 male 63 White 141 male 30 White 143 male 50 White 145 male 66 White 151 male 32 White 154 male 52 White 99 Doc # Sex Age Population 157 male 76 White 161 male 60 White 162 male 54 White 167 male 74 White 170 male 81 White 176 male 34 White 177 male 90 (91?) White 179 male 77 White 180 male 78 White 183 male 58 White 188 male 56 White 189 male 69 White 190 male 61 no data 191 male 39 White 193 male 77 White 195 male 60 White 206 male 75 White 207 male 61 White 100 Appendix B Key- Visual Measurement Data 1= Female 2=Male Ventral Arc 1=Female 2=Probable female 3=Ambiguous 4=Probable male 5=Male Subpubic Concavity 1=Female 2=Probable female 3=Ambiguous 4=Probable male 5=Male Ischiopubic Ramus Ridge 1=Female 2=Probable female 3=Ambiguous 4=Probable male 5=Male 101 Phenice Method Results (original data/round 1) Os Coxa ID Ventral Arc Subpubic Concavity Ischiopubic Ramus Ridge 4 4 4 4 5 4 5 4 6 3 4 4 7 4 4 4 16 4 4 4 17 2 4 5 19 3 4 4 20 2 2 3 21 1 1 1 29 3 1 1 31 4 4 5 32 5 5 4 33 4 4 4 34 1 2 1 37 1 2 4 38 4 2 4 39 4 4 4 42 4 2 4 43 2 2 3 44 4 4 4 102 Os Coxa ID Ventral Arc Subpubic Concavity Ischiopubic Ramus Ridge 46 1 2 2 47 3 4 4 48 2 1 2 49 1 1 2 51 1 2 2 52 3 4 4 53 4 4 4 62 2 2 2 63 4 4 5 65 3 2 2 68 4 4 5 69 4 4 4 72 4 4 4 73 3 4 4 76 4 3 4 77 1 2 2 80 4 5 4 81 4 4 4 83 4 5 4 84 3 2 2 85 4 4 4 86 1 1 1 95 4 4 4 103 Os Coxa ID Ventral Arc Subpubic Concavity Ischiopubic Ramus Ridge 99 4 4 5 100 2 2 2 103 3 4 4 107 1 1 2 87 4 4 4 108 4 2 4 112 3 4 4 113 4 4 5 114 1 1 2 117 1 1 2 118 4 4 4 119 3 4 4 123 4 5 5 132 2 2 2 137 4 4 4 140 1 2 2 141 4 5 4 142 2 2 2 143 4 3 4 145 5 4 5 151 4 4 4 154 4 4 4 156 1 1 2 104 Os Coxa ID Ventral Arc Subpubic Concavity Ischiopubic Ramus Ridge 157 4 4 5 158 1 1 1 159 1 2 1 160 1 1 2 161 4 3 4 162 2 2 3 167 4 4 4 170 3 4 4 172 1 1 2 173 1 1 1 175 2 2 4 176 4 3 4 177 4 4 4 179 4 5 5 180 4 4 4 182 1 1 1 183 4 4 5 184 1 1 2 185 2 1 1 186 1 2 2 187 2 2 4 188 4 5 5 189 2 2 3 105 Os Coxa ID Ventral Arc Subpubic Concavity Ischiopubic Ramus Ridge 190 4 2 4 191 5 4 5 192 1 1 2 193 4 4 4 195 5 5 5 196 1 1 2 198 1 1 2 199 1 2 3 201 1 1 1 203 1 1 1 206 5 5 5 207 5 5 5 106 Phenice Method Results Round 2 for intra-observer error test: Random sample of 15. Os coxa No. Ventral Arc Subpubic Concavity Ischiopubic Ramus Ridge 42 4 2 4 52 4 4 4 53 4 4 4 69 4 4 4 73 4 4 4 81 4 4 4 84 3 2 2 87 4 4 5 95 4 4 4 100 2 2 2 113 4 4 5 137 4 4 4 154 4 4 4 157 4 4 5 161 4 3 4 107 Appendix C Metric Measurement results (original data/round 1) Os Coxa ID Os coxa H Iliac Breadth Pubis Ischia Greater Length Length Sciatic Notch 4 222.00 162.94 86.37 93.64 37.76 5 210.85 160.14 93.00 95.60 38.95 6 204.25 154.06 88.67 90.07 39.28 7 220.66 153.97 89.24 88.44 34.03 16 230.65 169.06 91.86 92.47 45.27 17 214.52 169.00 89.69 91.77 38.52 19 217.75 154.11 88.44 85.96 41.34 20 218.51 154.09 94.43 87.97 36.66 21 188.71 148.03 75.58 76.07 32.75 29 199.12 136.87 77.78 70.67 42.94 31 215.43 160.53 82.29 86.24 42.35 32 225.85 151.21 88.52 86.18 38.23 33 218.50 154.04 88.21 95.63 34.92 34 193.46 143.42 91.65 76.24 34.90 37 217.65 147.37 94.39 79.18 31.61 38 230.05 166.00 92.78 85.33 38.35 39 232.44 167.41 90.09 90.10 38.75 42 198.99 140.04 84.55 77.02 35.37 43 215.42 140.04 84.55 77.02 40.64 108 Os Coxa ID Os coxa H Iliac Breadth Pubis Ischia Greater Length Length Sciatic Notch 44 229.92 168.38 92.15 92.62 37.32 46 214.75 164.78 90.37 76.29 33.95 47 208.07 148.02 84.26 76.06 31.92 48 205.16 161.71 93.05 80.51 37.08 49 210.14 164.58 93.21 84.09 39.38 51 221.91 154.14 95.06 83.03 33.93 52 223.29 154.12 91.69 92.16 41.45 53 232.56 166.09 101.77 99.67 25.80 62 204.13 159.95 91.87 83.21 45.20 63 216.41 154.12 93.73 88.20 38.73 65 222.95 168.73 96.67 82.39 30.77 68 229.89 165.10 94.89 93.76 39.33 69 217.39 153.42 85.69 90.50 31.98 72 212.49 153.63 85.25 81.84 38.70 73 241.02 166.34 91.17 90.85 39.64 76 220.96 174.27 95.40 87.98 45.53 77 205.49 140.62 92.24 78.02 31.51 80 241.02 166.34 106.45 96.07 42.96 81 214.65 164.14 95.88 89.12 39.59 83 226.92 158.96 93.55 84.92 41.32 84 229.82 165.50 98.80 95.27 41.25 109 Os Coxa ID Os coxa H Iliac Breadth Pubis Ischia Greater Length Length Sciatic Notch 85 215.36 166.12 89.24 89.20 36.65 86 186.44 152.85 87.45 72.16 41.35 95 226.30 160.84 86.43 89.93 41.43 99 226.32 169.27 89.35 85.98 43.83 100 232.57 172.82 99.00 95.26 44.75 103 214.18 151.52 84.53 85.85 46.95 107 211.74 153.55 93.75 82.13 48.30 87 235.10 169.44 96.31 90.52 38.90 108 211.89 162.89 95.70 84.99 42.54 112 216.05 152.94 87.21 84.02 45.21 113 242.97 168.91 93.19 90.72 45.37 114 206.12 148.40 90.44 79.51 46.12 117 208.39 165.56 92.79 78.02 47.15 118 232.12 168.10 96.41 88.30 42.15 119 209.28 142.92 84.21 83.15 43.58 123 211.64 152.72 90.87 84.77 45.84 132 211.55 159.70 91.08 83.62 46.00 137 238.88 165.95 100.25 100.55 47.74 140 193.35 160.44 85.89 77.15 37.30 141 197.85 146.69 86.96 78.73 42.26 142 190.63 145.81 89.07 75.36 43.70 110 Os Coxa ID Os coxa H Iliac Breadth Pubis Ischia Greater Length Length Sciatic Notch 143 222.47 164.70 95.48 90.80 40.40 145 214.53 154.15 88.02 85.88 43.55 151 220.90 154.03 96.82 90.48 47.81 154 220.56 164.55 90.42 88.15 42.52 156 188.14 143.14 90.31 76.07 40.57 157 244.32 167.15 92.50 87.79 42.21 158 164.48 127.89 79.27 55.30 32.64 159 199.47 153.74 96.16 78.85 39.07 160 165.30 153.34 87.76 73.29 44.29 161 222.46 158.56 89.68 87.93 39.96 162 213.89 154.12 91.54 85.27 45.76 167 234.87 161.37 93.00 93.48 46.15 170 218.40 163.64 86.29 83.16 42.99 172 214.13 157.93 97.91 84.47 37.04 173 189.40 147.93 86.92 75.50 42.94 175 198.52 164.51 100.22 82.40 41.45 176 225.61 161.33 97.34 91.73 48.12 177 217.82 154.16 84.31 85.29 42.28 179 221.16 167.57 97.82 96.71 33.02 180 216.30 158.07 88.64 88.73 47.29 182 191.75 147.17 89.44 70.01 33.05 111 Os Coxa ID Os coxa H Iliac Breadth Pubis Ischia Greater Length Length Sciatic Notch 183 228.18 157.85 90.79 91.92 46.44 184 213.74 154.19 101.00 82.19 44.33 185 193.00 147.63 90.10 76.45 32.79 186 207.81 148.67 80.23 76.62 34.40 187 197.68 147.92 92.94 75.20 33.92 188 241.49 169.50 98.22 94.51 41.35 189 226.64 158.26 97.81 91.50 43.27 190 214.52 157.88 92.19 83.56 44.03 191 213.25 152.28 89.22 80.79 40.81 192 195.90 156.49 80.48 77.25 34.41 193 218.91 158.13 90.81 85.58 40.37 195 232.26 161.99 97.78 89.56 38.25 196 197.56 151.42 91.79 76.84 44.48 198 210.86 151.90 91.44 76.23 36.60 199 213.81 157.44 98.79 81.46 31.71 201 195.51 142.09 91.01 77.57 34.33 203 210.00 155.83 94.03 80.06 40.93 206 217.37 167.07 96.31 89.78 40.20 207 233.00 164.24 96.09 92.73 41.24 112 Metric Measurement results round 2 for intra-observer error test Os Coxa ID Os coxa H Iliac Breadth Pubis Ischia Greater Length Length Sciatic Notch Width 42 200.44 140.49 83.34 77.32 35.87 52 221.94 154.13 90.90 91.25 42.08 53 235.08 164.69 100.20 100.17 26.27 69 215.98 151.58 87.18 89.60 30.96 73 239.10 165.19 93.88 92.61 37.21 81 218.67 161.80 94.06 93.24 39.85 84 226.58 163.14 96.79 95.44 41.77 87 233.71 167.84 98.57 93.35 39.30 95 227.25 162.46 90.47 91.33 37.68 100 230.80 171.68 103.15 96.30 45.27 113 240.08 165.69 95.28 87.43 43.13 137 240.91 164.35 99.88 99.05 49.47 154 221.53 162.32 92.95 90.35 39.32 157 230.57 162.20 94.12 95.42 45.84 161 230.27 160.94 96.82 93.57 41.44 113
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