Blackwell Science, LtdOxford, UKZOJZoological Journal of the Linnean Society0024-4082The nean Society of London, 2005? 2005 1443 363377 Original Article Lin- FUNCTIONAL MORPHOLOGY OF P. OGYGIAM. J. SALESA ET AL. Zoological Journal of the Linnean Society, 2005, 144, 363–377. With 11 figures Aspects of the functional morphology in the cranial and cervical skeleton of the sabre-toothed cat Paramachairodus ogygia (Kaup, 1832) (Felidae, Machairodontinae) from the Late Miocene of Spain: implications for the origins of the machairodont killing bite MANUEL J. SALESA1*, MAURICIO ANTÓN2, ALAN TURNER1 and JORGE MORALES2 1 School of Biological & Earth Sciences, Byrom Street, Liverpool John Moores University, Liverpool, L3 3AF, UK 2 Departamento de Palaeobiología, Museo Nacional de Ciencias Naturales-CSIC, José Gutiérrez Abascal, 2. 28006 Madrid, Spain Received January 2004; accepted for publication March 2005 The skull and cervical anatomy of the sabre-toothed felid Paramachairodus ogygia (Kaup, 1832) is described in this paper, with special attention paid to its functional morphology. Because of the scarcity of fossil remains, the anatomy of this felid has been very poorly known. However, the recently discovered Miocene carnivore trap of Batallones-1, near Madrid, Spain, has yielded almost complete skeletons of this animal, which is now one of the best known machairodontines. Consequently, the machairodont adaptations of this primitive sabre-toothed felid can be assessed for the first time. Some characters, such as the morphology of the mastoid area, reveal an intermediate state between that of felines and machairodontines, while others, such as the flattened upper canines and verticalized mandibular symphysis, show clear machairodont affinities. © 2005 The Linnean Society of London, Zoological Journal of the Linnean Society, 2005, 144, 363-377. ADDITIONAL KEYWORDS: Batallones – Carnivora – Felinae – functional anatomy – Mammalia – Miocene – pantherine – Turolian – Vallesian. INTRODUCTION Sabre-toothed predators have evolved several times among different orders of mammals and in somewhat different forms even among nonmammalian synapsids (Turner & Antón, 1997). The similarities in detail between often completely unrelated taxa are so remarkable that the sabre-tooth adaptation has become a text-book example of convergent evolution. However, exactly how it evolved in each case, what the main evolutionary pressures were and where the balance lay between adaptation and phylogenetic con- *Corresponding author. E-mail: [email protected] straint in each group, still remain essentially a mystery. One of the reasons for this lack of resolution is the fact that within each convergent group of sabre-tooth predators it is usually the most derived, crown taxa that are the best known anatomically while the basal taxa have much poorer fossil records. Thus, among the Machairodontinae (the sabre-toothed subfamily within the extant family Felidae), the crown taxa such as Homotherium and Smilodon from the Pliocene and Pleistocene have been known for many decades thanks to complete skulls and skeletons, while the fossil record of basal genera such as Paramachairodus from the Late Miocene have traditionally consisted of scarce and fragmentary material. The situation is not © 2005 The Linnean Society of London, Zoological Journal of the Linnean Society, 2005, 144, 363–377 363 364 M. J. SALESA ET AL. very different across the various families of mammalian sabre-tooths, including the Nimravidae and Barbourofelidae among the Carnivora (Peigné, 2002; Morlo, Peigné & Nagel, 2004) and the marsupial Thylacosmilidae (Argot, 2003, 2004). The result of this unbalanced fossil record is that emphasis on a series of highly convergent crown taxa has led to an exaggerated perception of homogeneity in adaptation and to suggestions that the so-called ‘sabre-tooth complex’ would be under ‘strong pleiotropic control’ (Dawson et al., 1986). A better fossil record and a detailed study of basal taxa would greatly help to clarify the origins of this predatory adaptation, in particular of the ‘canine shear-bite’, the derived killing bite modality that has been proposed as a functional explanation of the morphology of crown sabre-toothed taxa such as Smilodon and Homotherium (Akersten, 1985; Antón & Galobart, 1999) The genus Paramachairodus Pilgrim, 1913 includes primitive, leopard-sized sabre-toothed cats known from the Late Miocene faunas of Eurasia (Beaumont, 1975; Morales & Soria, 1977; Montoya, 1994; Morlo, 1997; Salesa et al., 2003). Two species have been traditionally referred to this genus: P. ogygia (Kaup, 1832), of Vallesian-Early Turolian age (MN 9–11 of Mein, 1975) and P. orientalis (Kittl, 1887) of Turolian age (MN 11–13), distinguished by several dental traits. The more primitive species, P. ogygia, had noncrenulated upper canines, a P4 without ectostyle and with a strong protocone, and a P3 with a posterointernal expansion. P. orientalis had crenulated upper canines, a P4 with a well marked ectostyle as well as a reduced, backwardly displaced protocone and a P 3 reduced in size and without posterointernal expansion (Salesa et al., 2003). In 1924, Zdansky created the species P. maximiliani for a damaged skull from the Late Miocene of China. The differences between this third species and P. orientalis are largely confined to the more curved upper canines of P. maximiliani, where there are crenulations on both keels (Zdansky, 1924). These characters are now considered to be of little systematic value, because crenulations are not equally evident in both keels. Thus for most authors, P. maximiliani is a synonym of P. orientalis (Pilgrim, 1931; Beaumont, 1978; Salesa, 2002; Salesa et al., 2003). The anatomy of Paramachairodus has been largely unknown, because it is present in only a few fossil localities such as Pikermi (Greece, MN 12), Maragha (Iran, MN 11) or Eppelsheim (Germany, MN 9) and represented by relatively scarce material. Most finds have been of dentitions. While it has long been clear that Paramachairodus was a sabre-toothed cat, the absence of more extensive anatomical information has meant that its machairodont adaptations and wider aspects of its palaeobiology have remained unknown. Consequently, no studies of the functional morphology of Paramachairodus have yet been published. The discovery of Batallones-1, a new Late Miocene fossil locality near Madrid, Spain, has yielded a large number of specimens of P. ogygia, with at least 24 individuals represented and including several skull and mandibles (Salesa, 2002). This locality has been interpreted as a carnivore trap based on its special characteristics, such as the presence of an extremely high percentage of carnivores (98%) and the morphology of the site, essentially a hole with semivertical walls (Antón & Morales, 2000; Morales et al., 2000). The carnivore guild of Batallones-1 also includes the lion-sized sabre-toothed felid Machairodus aphanistus, the bear-dog Amphicyon sp. aff. A. castellanus, the primitive hyaenid Protictitherium crassum and other carnivores such as mustelids and Simocyon batalleri, a medium-sized carnivore related to the extant red panda (Antón & Morales, 2000; Morales et al., 2000; Salesa & Fraile, 2000; Salesa, 2002; Antón et al., 2004a; Peigné et al., 2005). In this paper we present a functional analysis of the cranial, mandibular and cervical anatomy of P. ogygia, concentrating on aspects directly related to the canine shear-bite adaptation. This analysis has revealed an intermediate morphology between the extant felines and the more derived sabre-toothed cats such as Smilodon or Homotherium. MATERIAL AND METHODS Functional study of the cranial and cervical anatomy of Paramachairodus ogygia has been possible because of the great number of newly available fossils of this species: a total of 16 skulls, 12 mandibles and several vertebrae belonging to the Batallones-1 assemblage. All the material is housed at the Museo Nacional de Ciencias Naturales-CSIC in Madrid, Spain. Comparisons with other Felidae have been made using the extant felines Panthera leo, Panthera tigris, Panthera pardus, Panthera onca, Uncia uncia, Neofelis nebulosa, Caracal caracal, Lynx pardina and Puma concolor, belonging to the collections of the Museo Anatómico de la Universidad de Valladolid and Museo Nacional de Ciencias Naturales (Madrid). We also used published information on modern felid anatomy (Barone, 2000; Reinhard & Jennings, 1935; Sisson & Grossman, 1962) and on the morphology of other, more derived sabre-toothed cats such as Smilodon fatalis and Homotherium latidens. The latter taxa were chosen as the ideal reference for comparison with P. ogygia because they exemplify the most derived state for the sabre-toothed adaptations within the Machairodontinae, whilst P. ogygia occupies a near basal position in the same subfamily. The degree of machairodont adaptations appears to be essentially © 2005 The Linnean Society of London, Zoological Journal of the Linnean Society, 2005, 144, 363–377 FUNCTIONAL MORPHOLOGY OF P. OGYGIA independent of such body size differences as those observed between P. ogygia and the referred taxa. Differences in the height of the crown of the upper canines between P. ogygia and reference taxa were assessed using an ANOVA on the index between crown height and basal skull length. All the measured upper canines were unworn specimens. Differences in relative elongation of the neck were assessed by calculating an index between the corpus length of the atlas and the third cervical vertebra. The lack of associated C3 and atlas of P. ogygia in Batallones-1 was overcome by taking an average measurement between several isolated C3 and atlas vertebrae and comparing the resultant index with similar indices of reference taxa using a Student’s t-test. These results provided the most reliable indication of elongation of the neck in the absence of complete, associated cervical series of P. ogygia. FUNCTIONAL MORPHOLOGY OF THE SKULL AND MANDIBLE GENERAL CRANIAL MORPHOLOGY The skull of P. ogygia shows an overall morphology similar to that of a pantherine cat (Figs 1, 6, 11), although there are some differences. The shape of the nasals is neither completely rectangular, as in Smilodon or Homotherium, nor triangular, as in most of the pantherines, but shows an intermediate morphology. All nuchal, lambdoid and sagittal crests are well developed, and the join between sagittal and frontal crests is situated at the level of the postorbital processes of the frontal bone, as in pantherines and felines in general. The zygomatic arch of P. ogygia is broadly similar to that of a pantherine, but with a postorbital process that is almost vestigial, unlike the pantherines in which this process is large and pointed. The tympanic bullae of P. ogygia are similar to those of the pantherines. They are rounded, but less inflated than in the latter, and extend from the anterior margin of the mastoid process to the posterior margin of the postglenoid process. MASTOID AREA The morphology of the mastoid region in P. ogygia shows an intermediate condition between that of the more derived Pleistocene sabre-toothed cats, such as Smilodon or Homotherium, and that of the fossil and extant Felinae. The paraoccipital process of P. ogygia is relatively smaller than in the latter, whereas the mastoid process has a similar size to that in the felines, although it is displaced in an anteroventral direction (Fig. 1). This morphology is plesiomorphic for the sabre-toothed cats. 365 In the more derived members of this group, the paraoccipital process becomes very reduced, almost vestigial, and the mastoid process is hyper-developed (Emerson & Radinsky, 1980), overlapping the auditory bulla in its growth in some genera such as Smilodon (Fig. 1). Thus, the mastoid region of P. ogygia can be considered primitive for the Machairodontinae, but it is clearly within the machairodont lineage because its morphology is derived in relation to the earliest felids of the genera Proailurus and Pseudaelurus. There are few known basicranial remains of these genera, but in the Proailurus-like skull from Ginn Quarry (Hunt, 1998: fig. 19A), and in the holotype of Pseudaelurus validus (Rothwell, 2001: fig. 3), the paroccipital process can be seen to be well developed ventrally, surpassing the level of the mastoid process; this condition is also found in fossil and extant species of the Felinae. The mastoid process is the attachment area for some important muscles directly involved in headdepression movements, such as the brachiocephalicus (which has its origin on the humerus), part of the fibres of the sternocephalicus (extending from the manubrium of the sternum) and the obliquus capitis anterior (with its origin on the ventrolateral surface of the atlas wings) (Reinhard & Jennings, 1935; Barone, 2000). The inferred position of these attachments on the cranium of P. ogygia is shown in Figure 2. The anteroventral displacement of these attachment areas in the Machairodontinae in relation to the Felinae caused by the modification of the mastoid process has an important consequence. The distance between the muscular attachment areas and the atlanto-cranial articulation enlarges, resulting in an increase in the length of the lever arm of the flexor muscles of the head (Antón & Galobart, 1999) and thus producing a more powerful contraction. Moreover, there is another interesting implication of this displacement of muscle attachment areas. In the primitive model, exemplified by the felines, the main function of the obliquus capitis anterior is the extension of the head on the atlas (Sisson & Grossman, 1962; Barone, 2000). This is because a great number of the fibres of this muscle are disposed above the point of rotation of the head over the atlas (Fig. 3A) and thus their contraction produces the extension of the head. In the sabre-toothed cats, most of the fibres of the obliquus capitis anterior are below the point of rotation of the head (Fig. 3B) because of the anteroventral displacement of the mastoid process. The function of this muscle is thus ventral flexion of the head, a motion directly involved in the canine shear-bite (Antón et al., 2004b), as discussed further in the final section. The reduction of the paroccipital process in the sabre-toothed cats, including P. ogygia, can be related to the need to increase the gape of the mandible © 2005 The Linnean Society of London, Zoological Journal of the Linnean Society, 2005, 144, 363–377 366 M. J. SALESA ET AL. p.p. p.p. p.p. m.p. A B m.p. 5 cm m.p. C D Figure 1. Left mastoid morphology of some species of Felidae showing the different development of the mastoid process (m.p.) and paraoccipital process (p.p.). A, Panthera leo. B, Paramachairodus ogygia from Batallones-1, B-1377. C, Smilodon fatalis from Rancho La Brea. D, B-1377, skull of P. ogygia from Batallones-1 in left lateral view with mastoid area circled. because of the enlargement of the upper canines. The function of the digastricus muscle, whose insertion areas are the paroccipital process and the ventral flange of the dentary, is to open the mandible (Sisson & Grossman, 1962; Barone, 2000). If the ventral projection and size of the paramastoid process is reduced, which is the condition shown by sabre-toothed felids, the attachment of this muscle is displaced dorsally, increasing fibre lengths and thus allowing efficient contraction at larger gapes (Emerson & Radinsky, 1980; Antón & Galobart, 1999). The morphology of the mastoid region in P. ogygia shows an early stage of the skull modifications that will reach their maximum development in the later Machairodontinae, such as Smilodon or Homotherium. The remodelling of this area in P. ogygia produces an increase in the force generated by the flexor muscles of the head and an increase in the maximum gape of the mandible. These changes suggest that the development of the canine shear-bite, the machairodont type of killing bite, had already started in this Late Miocene species (Salesa, 2002). This kind of © 2005 The Linnean Society of London, Zoological Journal of the Linnean Society, 2005, 144, 363–377 FUNCTIONAL MORPHOLOGY OF P. OGYGIA 367 A Ob. Cap. Post. brachiocephalicus Br. Ob. Cap. Ant. rectus capitis lateralis sternocephalicus digastricus obliquus capitis anterior Ob. Cap. Post. B Figure 2. Inferred areas of muscular attachment on the skull of Paramachairodus ogygia. Br. attack consisted of a well-aimed bite to the throat of the prey, which damaged its blood vessels and trachea and resulted in almost instantaneous death. This is in contrast with the feline killing method where the prey has to be suffocated with a bite in the throat lasting several minutes (Turner & Antón, 1997). These two different hunting methods explain the significant differences in the cranial and cervical morphology of the Felinae and Machairodontinae, and they are already present in one of the most primitive machairodonts, P. ogygia (Martin, 1980; Biknevicius & van Valkenburgh, 1996; Turner & Antón, 1997; Antón & Galobart, 1999). This kind of attack was probably developed in parallel by other ‘sabre-toothed’ carnivores, such as the Barbourofelines and Thylacosmilinae, and their mastoid anatomy shows some analogies with that of the true sabre-toothed felids (Turner & Antón, 1997; Morales et al., 2001). MANDIBULAR SYMPHYSIS The mandibular symphysis of P. ogygia is strongly verticalized, forming an almost square angle with the ventral flange of the mandibular corpus (Fig. 4B). Owing to this verticalization, its anterior surface is flat and describes a distinctive plane. This morphology, typical of the sabre-toothed cats (Fig. 4C), is clearly different from the feline model, in which the anteroventral surface of the mandible is gently curved upwards (Fig. 4A). The morphology of the mandibular symphysis of P. ogygia can be related to the canine shear-bite, in which the mandible acts as an anchor while the head is flexed downwards, sinking the upper canines into the flesh of prey. This morphological change in the mandibular symphysis of P. ogygia relative to the feline model can be Ob. Cap. Ant. Figure 3. Anatomical disposition of the muscles brachiocephalicus (Br.), obliquus capitis anterior (Ob. Cap. Ant.) and obliquus capitis posterior (Ob. Cap. Post.) in Felinae and Machairodontinae. A, Panthera leo. B, Homotherium latidens (artwork by M. Antón). correlated with the existence of a high vertical stress in that zone during the canine shear-bite, due in part to the use of the mandible as an anchor. The curved mandibular symphysis of felines does not suffer such stress during the attack, because this is achieved with the maxilla and mandible biting at the same time (Biknevicius, van Valkenburgh & Walker, 1996). Another possible interpretation, compatible with the one outlined above, is that an increase in the vertical height of the symphysis is an efficient way to counter symphyseal bending due to axial twisting of the mandibular corpora, an argument that has been put forward to explain the vertically high symphyses of sabre-toothed therapsids (Jenkins, Thomasson & Norman, 2002). It is also possible that the verticalized mandibular symphysis of P. ogygia and other sabre-toothed cats can be explained as a consequence of reorganization in the alveolar zone of the lower canines. Because of the smaller palate width of the sabre-toothed cats relative to the felines, the lower canines had to become verticalized to allow occlusion. Nevertheless, it is probable that both mechanisms acted together, creating the specialized symphysis model of the Machairodontinae. Some sabre-toothed cat taxa, such as Homotherium and Megantereon, developed a mandibular flange, a kind of ventral projection in the symphysis that could © 2005 The Linnean Society of London, Zoological Journal of the Linnean Society, 2005, 144, 363–377 368 M. J. SALESA ET AL. A A B B 5 cm C Figure 4. Left hemimandibles of Felidae showing differences in the development of the mandibular coronoid process. A, Panthera leo. B, Paramachairodus ogygia from Batallones-1. C, Smilodon fatalis from Rancho La Brea. have been a reinforcement of this area. However, the significance of this structure is not clear, because its absence or presence does not have clear phylogenetic or biomechanical implications. For example, within the tribe Smilodontini, Smilodon, the most strongly built among the sabre-toothed cats, does not show this trait and neither does P. ogygia, whereas it is present in Megantereon (Fig. 5). As we pointed out earlier, during the machairodont bite the mandibular symphysis supported a strong vertical tension, which seems to be the main evolutionary pressure that produced the verticalized symphysis. If the morphology of the mandibular flange is observed in detail, we can see that it is not the thick structure that might be expected in such a biomechanically stressed area. Rather, it is a more or less fragile bony sheet, projected downwards only in the most lateral parts of the symphysis. This structure also appears in other groups of sabre-toothed carnivorans, such as the marsupial Thylacosmilus atrox and most of the nimravids, such as Hoplophoneus or Eusmilus. Figure 5. Comparative views of the skull and mandible of two Smilodontini species. A, Paramachairodus ogygia. B, Megantereon cultridens (artwork by M. Antón). In summary, the significance of this structure is unclear, and its absence in P. ogygia clearly did not affect the development of a verticalized, derived mandibular symphysis. CORONOID PROCESS The coronoid process of the more derived sabretoothed felids is highly reduced in relation to the feline pattern (Fig. 4A, C) as a consequence of reorganization in the fibres of the temporalis muscle, which became longer and more vertical, a change related to the need to increase the maximum gape (Emerson & © 2005 The Linnean Society of London, Zoological Journal of the Linnean Society, 2005, 144, 363–377 FUNCTIONAL MORPHOLOGY OF P. OGYGIA 369 Table 1. Skull and upper canine measurements for Paramachairodus ogygia and nine species of Felinae. Abbreviations: CH, canine height; ML, canine mesiodistal length; BB, canine buccolingual breadth; BL, skull basal length; BL/CH index, index between BL and CH Number Species CH ML BB BL BL/CH index 2415 125 409 1599 MNCN-4259 MNCN-4060 MNCN-4060 275 2 MNCN-60 MNCN-60 MNCN-16784 MNCN-4260 MNCN-4260 MNCN-16825 B-1377 B-847 B-847 B-5197 B-5197 B-4869 P. tigris P. tigris P. onca P. onca P. concolor P. pardus P. pardus U. uncia N. nebulosa N. nebulosa P. leo P. leo P. concolor P. concolor L. wiedii L. wiedii L. pardina P. leo P. leo P. leo P. ogygia P. ogygia P. ogygia P. ogygia P. ogygia P. ogygia 35.98 37.12 32.69 36.04 24.40 29.29 28.61 30.11 36.67 36.30 40.89 40.90 22.99 27.04 11.99 11.97 16.09 46.38 45.86 48.35 39.94 36.06 36.03 37.91 39.84 33.25 18.93 18.69 16.25 17.68 12.02 14.06 12.36 11.93 12.25 12.85 20.63 20.31 11.28 13.42 5.57 5.72 6.49 25.04 24.84 25.43 15.15 15.39 15.72 13.81 14.57 14.48 13.30 14.43 9.87 10.80 9.24 10.08 10.30 10.08 14.21 14.18 9.11 10.83 3.81 3.87 5.20 17.30 17.09 17.13 9.41 - 247.35 247.35 197.25 204.80 176.60 167.75 157.74 156.85 157.10 157.10 262.30 262.30 153.84 171.15 82.41 82.41 91.95 310.90 310.90 320.85 165.55 168.15 168.15 159.80 159.80 157.15 6.875 6.664 6.034 5.683 7.238 5.727 5.513 5.209 4.284 4.328 6.415 6.413 6.692 6.330 6.873 6.885 5.715 6.700 6.780 6.640 4.145 4.663 4.667 4.215 4.011 4.726 Radinsky, 1980; Martin, 1980; Antón et al., 2004a). P. ogygia has a coronoid process that is only slightly reduced in comparison with a pantherine cat (Fig. 4B). This morphology is also seen in the contemporaneous sabre-toothed felid Machairodus aphanistus (Antón et al., 2004a) and reflects the primitive pattern of the temporalis muscle in these first machairodontines. CONDYLAR PROCESS The condylar process of P. ogygia shows a similar orientation to that of the pantherines (Fig. 4A, B) and clearly differs from that of Smilodon fatalis (Fig. 4C). In the more derived sabre-toothed cats, the condylar process is orientated posteroventrally, in order to allow great gapes, whereas in the pantherines this orientation is posterodorsal. Thus, P. ogygia shows the plesiomorphic state of this character, which indicates that the gapes produced by its mandible would not be very different from those produced by pantherine cats. This morphology of P. ogygia also suggests that the changes in the coronoid process of the early machair- odonts may have been more related to changes in the orientation of the fibres of the temporalis muscle than to changes in the mandibular gape. UPPER CANINES An index of the basal length of the skull vs. the upper canine crown height was calculated for P. ogygia and nine species of Felinae (Table 1). These data were analysed by ANOVA; the results are given in Table 2. It can be seen that there are significant differences between both groups, in that P. ogygia has relatively longer upper canines than the Felinae. The upper canines of P. ogygia are also laterally flattened (Fig. 6), whereas in Felinae their section is rounded. They also lack crenulations, which is the primitive condition, although these are not present in all sabretoothed species. While crenulations in the upper canines would help to penetrate the flesh, their presence is obviously a minor requirement in the development of the canine shear-bite, as showed by the absence of this trait in the large upper canines of other © 2005 The Linnean Society of London, Zoological Journal of the Linnean Society, 2005, 144, 363–377 370 M. J. SALESA ET AL. Table 2. Results of ANOVA for BL/CH index in Table 1 Between groups Within groups Total Sum of squares d.f. Mean square F P 14.056 13.628 27.684 1 24 25 14.056 0.568 24,755 0.000 B A 5 cm C D Figure 6. Skulls and mandibles of four individuals of Paramachairodus ogygia from Batallones-1. A, B-847. B, B-4322. C, B-4778. D, B-7022. sabre-toothed cat such as Megantereon, a more derived species than P. ogygia. The possession of flattened and elongated upper canines is a clear machairodont trait, and its presence in P. ogygia is enough for us to infer that this species had already developed the specialized hunting method of this group. If P. ogygia tried to kill prey as felines do, with either a nape bite or a suffocating bite, then either violent contact with bone or the lateral motions of the struggling prey could have caused breakage of the upper canines, which were inherently more fragile than the rounded-section upper canines of a feline (Emerson & Radinsky, 1980; Turner & Antón, 1997; Antón & Galobart, 1999). FUNCTIONAL MORPHOLOGY OF CERVICAL VERTEBRAE The atlas wings of P. ogygia project backward a little more than in the pantherines, but not as far as in other, more derived sabre-toothed cats such as Homotherium or Smilodon, in which this posterior projection is extreme (Fig. 7). This morphology increases the breadth and fibre length of the obliquus capitis anterior (Fig. 8), which runs from the ventral surface of the atlas wings to the mastoid process, and the obliquus capitis posterior, which extends from the dorsal surface of the atlas wings to the lateral surface of the spinous process of the axis (Fig. 8) (Barone, 2000; Salesa, 2002; Antón et al., 2004b). In more © 2005 The Linnean Society of London, Zoological Journal of the Linnean Society, 2005, 144, 363–377 FUNCTIONAL MORPHOLOGY OF P. OGYGIA B A 3 cm C Figure 7. Development of the atlas wings in dorsal view. A, Panthera pardus. B, Paramachairodus ogygia, a specimen with an associated axis, before preparation. C, Smilodon fatalis from Rancho La Brea (modified from Merriam & Stock, 1932). obliquus capitis anterior obliquus capitis posterior brachiocephalicus Figure 8. Composite reconstruction of the skull, mandible and cervical vertebrae of Paramachairodus ogygia, based on material of several individuals from Batallones-1, showing the inferred position of the main cranio-cervical muscles relevant to the canine shear-bite (artwork by M. Antón). derived machairodonts, such as Smilodon and Homotherium, this process of the axis is lengthened posteriorly, which also increases the breadth of the obliquus capitis posterior. Nevertheless, the spinous process in P. ogygia has a pantherine-like morphology, with little backward projection, thus showing a primitive state for this character. The enlargement in the breadth of the muscles involved in the flexion and lateral rotation of the head 371 Table 3. Atlas and third vertebra (C3) measurements for Paramachairodus ogygia, six species of Felinae and the viverrid Genetta genetta. Abbreviations: VCL. vertebral corpus length; C3/AT index, index between vertebral corpus length of C3 and Atlas. The specimens of P. ogygia do not correspond to single individuals, so the index was calculated with the average of each VCL, 38.60 for Atlas, and 26.62 for C3 Number Element Species VCL B-3874 (1) B-4914 B-1274 B-4318 B-ss B-4318c B-744 (5) 2440 2440 1599 1599 2415 2415 125 125 409 409 275 275 MNCN-16810 MNCN-16810 1518 1518 MNCN-14233 MNCN-14233 Atlas Atlas Atlas Atlas Atlas C3 C3 Atlas C3 Atlas C3 Atlas C3 Atlas C3 Atlas C3 Atlas C3 Atlas C3 Atlas C3 Atlas C3 Atlas C3 P. ogygia P. ogygia P. ogygia P. ogygia P. ogygia P. ogygia P. ogygia P. pardus P. pardus P. pardus P. pardus P. onca P. onca P. onca P. onca P. concolor P. concolor P. concolor P. concolor P. tigris P. tigris L. pardina L. pardina C. caracal C. caracal G. genetta G. genetta 39.51 41.69 36.28 38.78 36.76 24.71 28.53 44.95 24.19 42.76 21.37 45.39 22.77 49.80 25.80 41.29 21.01 39.25 22.91 60.35 29.40 21.70 9.66 23.25 13.82 15.62 12.72 C3/AT index 0.690 0.538 0.500 0.502 0.518 0.509 0.584 0.487 0.445 0.594 0.814 produces an increase in their contraction strength. In addition, the increased distance between the origin and insertion of these muscles produces a lengthening of the lever arm, which also serves to increase the strength of action (Akersten, 1985; Antón & Galobart, 1999). In P. ogygia, the third to seventh cervical vertebrae seem to be long in relation to those of the pantherine cats (Figs 9, 10). To assess this, an index between the corpus length of C3 and atlas was calculated for P. ogygia, Genetta genetta and six species of Felinae (Table 3), and these data analysed with a Student’s ttest. P. ogygia shows a low sexual dimorphism index (Salesa, 2002) and the selected vertebrae used in the analysis were all very similar in size. The result is shown in Table 4, demonstrating that there are significant differences between P. ogygia and Felinae, such © 2005 The Linnean Society of London, Zoological Journal of the Linnean Society, 2005, 144, 363–377 372 M. J. SALESA ET AL. 5 cm A B Figure 9. Photographs of first to seventh cervical vertebrae (C1-C7) (anterior to left) in dorsal view. A, Paramachairodus ogygia from Batallones-1, respectively, B-4561, B-5407, B-744 (5), B-5458, B-5459, B-707 (12) and B-707 (12) (the latter have the same number); B, Panthera pardus, 1599. Table 4. Results of Student’s t-test for C3/AT index of Table 3 C3/AT index t-test d.f. Sig. (2-tailed) Mean difference -10.939 8 0.000 -0.170 that P. ogygia has a longer C3 in relation to the atlas than the Felinae. G. genetta also shows significant differences in this index. As several authors have discussed, a long neck is a trait typical of the more derived machairodonts, and can be related to the necessity for greater accuracy in the neck movements during the canine shear-bite (Schaub, 1925; Ballesio, 1963; Turner & Antón, 1997; Antón & Galobart, 1999). However, since primitive viverrids such as G. genetta also have long necks, this trait could be a primitive character retained by sabretoothed cats. Greater knowledge of cervical morphology in early felids, such as Proailurus and Pseudaelurus, is necessary in order to settle this issue. In Homotherium and Smilodon, a clear reinforcement in the transverse processes of the cervical vertebrae can also be observed in addition to this cervical lengthening. These processes are the insertion areas of the scalenus and longus capitis (Antón & Galobart, 1999), © 2005 The Linnean Society of London, Zoological Journal of the Linnean Society, 2005, 144, 363–377 FUNCTIONAL MORPHOLOGY OF P. OGYGIA 5 cm 373 A B Figure 10. Photographs of the first to seventh cervical vertebrae (C1-C7) (anterior to left) in Fig. 9, in lateral view. A, Paramachairodus ogygia from Batallones-1. B, Panthera pardus. the main flexors of the neck (Barone, 2000). P. ogygia does not show this change, its transverse processes being very similar in size and morphology to those of the pantherine cats. In summary, the neck morphology of P. ogygia shows a combination of some machairodont traits, such as the lengthening of the whole vertebrae, and primitive ones, such as the small backwards projection of the atlas wings and the overall morphology of the cervical vertebrae. which reach their highest development in the more derived sabre-toothed felids of the Plio-Pleistocene such as Homotherium and Smilodon, can be summarized as follows: 1. 2. 3. 4. 5. 6. PALAEOETHOLOGICAL IMPLICATIONS The morphology of the skull and cervical region in P. ogygia shows the beginning of the typical adaptations of the Machairodontinae, which are closely related to the highly specialized killing method of this group by means of the so-called canine shear-bite (Akersten, 1985). These cranio-cervical modifications, 7. 8. Presence of elongated and flattened upper canines. Verticalization of the mandibular symphysis. Reduction of the coronoid process of the mandible. Enlargement and anteroventral displacement of the mastoid process. Reduction of the paroccipital process. Strong backwards projection of the atlas wings and lengthening of the spinous process of the axis. Lengthening of the corpus of the cervical vertebrae. Enlargement of the transverse processes of the cervical vertebrae. As described above, P. ogygia shows a clear development of characters 1 and 2 only; characters 3, 4, 5 and 7 are only moderately derived relative to the feline © 2005 The Linnean Society of London, Zoological Journal of the Linnean Society, 2005, 144, 363–377 374 M. J. SALESA ET AL. model, while character 6 is very moderately expressed and character 8 is not present. Although P. ogygia did not develop a complete machairodont cranio-cervical plan, the presence of elongated and flattened upper canines undoubtedly points towards the canine shear-bite as the preykilling method. The extant felines kill with either a prolonged bite to the throat or muzzle of prey, resulting in its strangulation or suffocation (Schaller, 1972; Turner & Antón, 1997; Antón et al., 2004b), or with a strong bite to the nape, which causes death by breaking the skull or spinal cord (Leyhausen, 1979; Turner & Antón, 1997). The first method is used with large prey, whereas the second is only applied to small animals, which have cranial bones fragile enough to avoid damaging the canines of the predator (Seidensticker & McDougal, 1993). If sabre-toothed cats tried to kill their prey with these feline techniques, the long and flattened upper canines would probably have been broken, either by hitting bone or because of the lateral tensions caused by the struggling of prey during the bite (Emerson & Radinsky, 1980; Turner & Antón, 1997; Antón & Galobart, 1999). Consequently, the upper canines of the sabretoothed cats were likely to have been used in a different way, and were probably developed to bite the throat of the prey with a head flexion movement that cut blood vessels and trachea, thus producing rapid death through combined suffocation and rapid blood loss. During this motion, the mandible acted as an anchor. That would be the reason why the morphology of the mandibular symphysis developed into a verticalized and stabilizing border. The use of the machairodonts’ powerful forepaws for the immobilization of prey during the bite further contributed to protecting the fragile upper canines from violent lateral tensions (Rawn-Schatzinger, 1992; Lewis, 1997; Turner & Antón, 1997). In general, all cranial modifications of sabre-toothed cats can be seen as related to their specialized hunting and killing method. Thus the hyper-development of the mastoid process and the backwards projection of the atlas wings increased the leverage arm and strength of the head flexor muscles, while the dorsal displacement of the paroccipital process and the reduction of the coronoid process increased the maximum gape. Other modifications contributed to reinforce the neck, mandible and skull in order to withstand the development of powerful forces during the kill. The cranio-mandibular morphology of P. ogygia shows that this species had developed some important machairodont traits, such as the elongated and flattened upper canines and verticalized mandibular symphysis. Other regions, such as the mastoid area and atlas wings, remained in a relatively primitive state. Nevertheless, this morphological mosaic reveals that the most important aspects of the canine shear-bite were the flattened upper canines and the verticalized symphyseal morphology, which are directly related to the cutting-action and to stabilization of the bite. Other aspects, such as the strength of the head flexor muscles, seem to have been less critical and were further emphasized only later in evolution. What does this morphology mean in the context of machairodont palaeoethology? P. ogygia had developed the main morphological traits for the canine shear-bite, but it was also far from the highly derived pattern shown by the latest sabre-toothed cats. There are several behavioural implications of the differences between P. ogygia and both the pantherines and the crown machairodontines. For example, if we compare the morphology of the skull and neck in P. ogygia with the superficially similar extant clouded leopard, Neofelis nebulosa (Fig. 11), we find that the pantherine cat has an overall skull morphology comparable to that of the machairodont, with upper canines also of comparable crown height. However, in the extant species the upper canines are not flattened, the mandibular symphysis is not as verticalized, the mastoid process remains primitively small and without ventral projection, while the length of the neck is typical for a pantherine (Gonyea, 1976b). This set of differences is enough to indicate the presence of corresponding differences in killing behaviour, with the clouded leopard using a typical pantherine bite and the early machairodont already relying more heavily on the immobilization and quick killing of prey through blood loss. However, if we compare P. ogygia with Megantereon (a derived Plio-Pleistocene machairodontine, between a leopard and a jaguar in size and possibly descended from Paramachairodus), the main behavioural differences would be that the younger taxon would kill prey even faster and more efficiently than P. ogygia, and would also have had access to relatively larger prey. If they had been sympatric, then both sabre-toothed taxa would have been in direct competition for resources due to their overlapping body sizes. Both species would also have shared similar solitary habits and a preference for wooded environments, as inferred from aspects of their body proportions that have been shown to be related to ambush hunting (Kurtén, 1968; Van Valkenburgh, 1987; Marean, 1989; Turner & Antón, 1997; Agustí & Antón, 2002; Salesa, 2002) and to closed-habitat preferences in felids (Gonyea, 1976a, b). In the event of hypothetical direct competition, Megantereon would have been at a distinct advantage because of its more efficient machairodont adaptations. However, in the Vallesian of Eurasia, P. ogygia © 2005 The Linnean Society of London, Zoological Journal of the Linnean Society, 2005, 144, 363–377 FUNCTIONAL MORPHOLOGY OF P. OGYGIA A B Figure 11. Comparative views of the skull and mandible of (A) Neofelis nebulosa, and (B) Paramachairodus ogygia (artwork by M. Antón). was without competition in its leopard-like niche, and its hunting techniques, basically similar to if less refined than those of later machairodonts, would have been enough for efficient deployment of the canine shear-bite. This in turn would have allowed it to dispatch prey sufficiently quickly to gain precious time before it attracted the undesired attention of competitors and potential kleptoparasites such as amphicyonids, large hyaenids and the lion-sized sabre-toothed cats of the genus Machairodus. It is in this general palaeoecological context that the success of the early machairodont adaptations of P. ogygia should be understood. Paramachairodus ogygia is a good example of the mosaic evolution of the first sabre-toothed cats, and demonstrates how this new model of felids may have originated. It is interesting that another early machairodont, the lion-sized Machairodus aphanistus, shows a comparable pattern of mosaic morphology in skull and mandible (Antón et al., 2004a). Thus the early acquisition of flattened and elongated upper canines in these primitive sabre-toothed cats was accompanied by the reinforcement of the areas that 375 suffered the highest pressure, although improvement of the other structures involved in the bite was achieved by later species. Another useful comparison can be made with the Metailurini, a separate tribe within the Machairodontinae, which also demonstrates a mosaic evolution of the sabre-toothed adaptations but with a lesser development of derived characters. This group was initially characterized by the presence of moderately flattened upper canines, whilst the cranio-mandibular morphology remained primitive, similar to that of the feline cats. Only in the latest Plio-Pleistocene species of the group do we see the appearance of more derived machairodont features (Werdelin & Lewis, 2001). It has been proposed that the machairodont method of attack was developed to hunt prey relatively larger than those of the felines (Gonyea, 1976a; Emerson & Radinsky, 1980; Akersten, 1985; Rawn-Schatzinger, 1992; Turner & Antón, 1997). With their strong forepaws, the sabre-toothed cats would have been able to overpower large animals such as horses, giraffes or bovids, in order to apply a rapid and mortal cutting bite to the throat, instead of the prolonged bite of the felines. This is a quicker and safer way to kill such animals, because the time of contact with the living prey is shortened. However, the body weight of P. ogygia has been estimated at between 28 and 65 kg (Salesa, 2002), which is within the range of an extant puma, Puma concolor. At this size, it is difficult to imagine this felid as a hunter of very large animals, and the use of the canine shear-bite to kill prey quickly, thus reducing the energy expended in hunting activities and the contact time needed to ensure a kill, is a more reasonable interpretation. Nevertheless, the evolution of machairodonts produced such large and often strongly built animals that the latest species of this group (Smilodon and Homotherium) were probably able to hunt relatively larger prey than the pantherines (Lewis, 1997; Turner & Antón, 1997). In summary, reducing the risk during hunting activities is very important for all predators, because any tooth or bone breakage or wound will drastically reduce the capacity to hunt and may lead to starvation and death. We suggest that this ecological constraint was the main pressure that led to the appearance of the sabre-toothed cat model. ACKNOWLEDGEMENTS The authors thank Dr Francisco Pastor (Facultad de Medicina, Universidad de Valladolid, Spain), for kindly loaning the extant specimens for comparison. This study is part of the research project BTE200200410 (Dirección General de Investigación-MCYT) and EX2003-0243 (Secretaría de Estado de Educación © 2005 The Linnean Society of London, Zoological Journal of the Linnean Society, 2005, 144, 363–377 376 M. J. SALESA ET AL. y Universidades del MECD). We thank the Comunidad Autónoma de Madrid (Dirección General de Patrimonio Histórico) for continuous funding support and research permissions. A.T. thanks the British Council for travel funding. Additional support was provided by the National Geographic Society (Grant 6964–01). We also thank an anonymous referee, whose comments improved the quality of the manuscript. REFERENCES Agustí J, Antón M. 2002. Mammoths, sabertooths, and hominids. New York: Columbia University Press. Akersten WA. 1985. Canine function in Smilodon (Mammalia; Felidae; Machairodontinae). Contributions in Science 356: 1–22. Antón M, Galobart A. 1999. 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