Abstract
Although often overlooked, the integument of many tetrapods is reinforced by a morphologically and structurally diverse assemblage of skeletal elements. These elements are widely understood to be derivatives of the once all-encompassing dermal skeleton of stem-gnathostomes but most details of their evolution and development remain confused and uncertain. Herein we re-evaluate the tetrapod integumentary skeleton by integrating comparative developmental and tissue structure data. Three types of tetrapod integumentary elements are recognized: (1) osteoderms, common to representatives of most major taxonomic lineages; (2) dermal scales, unique to gymnophionans; and (3) the lamina calcarea, an enigmatic tissue found only in some anurans. As presently understood, all are derivatives of the ancestral cosmoid scale and all originate from scleroblastic neural crest cells. Osteoderms are plesiomorphic for tetrapods but demonstrate considerable lineage-specific variability in size, shape, and tissue structure and composition. While metaplastic ossification often plays a role in osteoderm development, it is not the exclusive mode of skeletogenesis. All osteoderms share a common origin within the dermis (at or adjacent to the stratum superficiale) and are composed primarily (but not exclusively) of osseous tissue. These data support the notion that all osteoderms are derivatives of a neural crest-derived osteogenic cell population (with possible matrix contributions from the overlying epidermis) and share a deep homology associated with the skeletogenic competence of the dermis. Gymnophionan dermal scales are structurally similar to the elasmoid scales of most teleosts and are not comparable with osteoderms. Whereas details of development are lacking, it is hypothesized that dermal scales are derivatives of an odontogenic neural crest cell population and that skeletogenesis is comparable with the formation of elasmoid scales. Little is known about the lamina calcarea. It is proposed that this tissue layer is also odontogenic in origin, but clearly further study is necessary. Although not homologous as organs, all elements of the integumentary skeleton share a basic and essential relationship with the integument, connecting them with the ancestral rhombic scale.
Keywords: dermal scale, evolution, integumentary skeleton, lamina calcarea, osteoderm, tetrapod, turtle carapace
Introduction
The early evolutionary history of the dermal skeleton is deeply rooted within the skin. As evidenced by many ancient stem gnathostomes (jawless vertebrates), the dermal skeleton was once the predominant skeletal system, reinforcing the integument with a polymorphic scalation of mineralized tissues (Sire et al. 2009, this volume). Among most modern lineages, particularly teleosts and tetrapods, the integument-bound component of the dermal skeleton – the integumentary skeleton – has undergone widespread reduction and/or modification (Moss, 1972; Krejsa, 1979; Zylberberg et al. 1992). What remains is varied in terms of both morphology and structure (Goodrich, 1907; Francillon-Vieillot et al. 1990; Zylberberg et al. 1992; Sire & Huysseune, 2003). Until recently, however, this phenotypic disparity often obscured the origin and inter-relationships of the individual elements, particularly once they achieved skeletal maturity. Ongoing studies of skeletal tissue structure and development in aquatic non-tetrapods (structural-grade fish) are beginning to provide much needed insight into both the evolution of the integumentary skeleton, and the origin and early structural roles of the integument as a whole (Sire & Huysseune, 2003; Sire et al. 2009, this volume). For tetrapods far less is known. Although integumentary elements are frequently employed as taxonomic characters, broadly synthetic evaluations across distantly related taxa are lacking. In particular, the evolution of tetrapod integumentary skeletal organs and their relationship(s) to those elements found in stem gnathostomes and other non-tetrapods remain largely unexplored.
In this review we re-evaluate the origin and evolution of the tetrapod integumentary skeleton by employing comparative developmental and structural data within the context of a revised phylogenetic scheme (Fig. 1). Our initial focus is directed towards summarizing the composition and structural organization of the developing element and surrounding matrix for each major category of integumentary element, including osteoderms, the carapace of turtles and placodonts, gymnophionan dermal scales, and the enigmatic lamina calcarea of anurans (summarized in Table 1). Following this we reconsider the origin and evolution of these elements in the context of a revised phylogenetic hypothesis, building on mounting evidence for a neural crest origin.
Table 1.
Taxon | Skeletal element | Distribution and adult morphology | Skeletally mature tissue type | Organization | Skeletogenesis | References |
---|---|---|---|---|---|---|
Stem tetrapods | osteoderm | dorsal and ventral body surfaces; multiple rhombic scale-like elements | cellular bone (lamellar and Sharpey-fibred bone) | cortex of compact bone surrounding an inner cancellous core | uncertain | Ørvig, 1957; Jarvik, 1980; Dias & Richter, 2002 |
Anura | osteoderm | mostly dorsal body surface; usually multiple small polygonal elements creating a juxtaposed mosaic but sometimes larger plates fused to neural spines | cellular bone (parallel-fibred and/or lamellar bone) | non-stratified compact bone | uncertain: hypothesized to include bone metaplasia | Ruibal & Shoemaker, 1984 |
lamina calcarea | distributed across body as a thin intradermal layer; sometimes segmented to form granular bodies known as dermolita | acellular, non-collagenous matrix that contains proteoglycans (including glycosaminoglycans) and hydroxyapatite-like crystals | homogeneous tissue | uncertain: hypothesized to be deposited by fibroblasts | Muzzi, 1968; Elkan, 1976; Sampson et al. 1987; Toledo & Jared, 1993; Katchburian et al. 2001; Schwinger et al. 2001 | |
Gymnophiona | dermal scale | flat, disc-like elements embedded in pouches associated with body rings | hypermineralized upper tissue comparable with the limiting layer of teleost elasmoid scales; elasmodine | plywood-like arranged basal plate of elasmodine capped by superficial hypermineralized granules (squamulae) | uncertain: hypothesized to develop similar to elasmoid scales | Zylberberg et al. 1980; Zylberberg & Wake, 1990 |
Synapsida | osteoderm | dorsal body surface: polygonal and rectangular elements often organized into articulating mosaics (= shields and carapaces) | cellular bone (parallel-fibred, lamellar, Sharpey-fibred bone) with limited amounts of unmineralized fibrous connective tissue | cortex of compact bone surrounding an inner cancellous core | intramembranous ossification | Hill, 2006; Vickaryous & Hall, 2006 |
Archosauria | osteoderm | mostly dorsal body surface but may develop within virtually any portion of the dermis (e.g. eyelids, cheeks); often disc or plate-like in shape | cellular bone (woven-fibred, parallel-fibred, lamellar); calcified and unmineralized fibrous connective tissue | cortex of compact bone surrounding an inner cancellous core | fibrous connective tissue mineralization, bone metaplasia | Schmidt, 1914; Moss, 1969; Scheyer & Sander, 2004; Main et al. 2005; Vickaryous & Hall, 2008 |
Lepidosauria | osteoderm | variable distribution: often restricted to head and/or dorsal body surface but may encase the entire body; highly polymorphic: granular, bead-like, vermiform, compound and imbricating scale-like shapes | cellular bone (woven-fibred, parallel-fibred, lamellar); calcified and unmineralized fibrous connective tissue; and (in some taxa) an enigmatic collagen-poor capping tissue | often stratified into two distinct layers of which the basal portion is always bone (parallel-fibred or lamellar); superficial layer is variable and may consist of woven-fibred bone or an enigmatic collagen-poor tissue | uncertain: evidence suggests both bone metaplasia and intramembranous ossification | Moss, 1969; Zylberberg & Castanet, 1985; Levrat-Calviac et al. 1986; Levrat-Calviac & Zylberberg, 1986 |
Testudines | carapace | skeletal complex consisting of multiple tightly articulating and fused bony elements enclosing the dorsal body surface (trunk), including the pectoral apparatus | cellular bone (lamellar); plywood-like arrangement of collagen fibres in the external cortex of some trionychids | trilaminar organization: compact external and internal cortices and a cancellous central core | perichondral ossification (ribs and vertebrae); intramembranous ossification (nuchal element and bony spicules between ribs) | Gilbert et al. 2001, 2007; Cebra-Thomas et al. 2007; Scheyer & Sanchez-Villagra, 2007; Scheyer & Sander, 2007; Scheyer et al. 2007 |
The phylogenetic framework for this review (Fig. 1) is based on the work of Janvier (1996, 2007), Hill (2005), Anderson (2007), Anderson et al. (2008) and Conrad (2008), and adopts the recently proposed (or revived) hypotheses of modern amphibians as a paraphyletic assemblage, turtles as the sister group to lepidosaurs, and iguanians as the sister group of scleroglossans.
Early evolution of the vertebrate integumentary skeleton
An all-encompassing, well-developed integumentary skeleton of overlapping or juxtaposed scale-like elements is common to most stem gnathotomes (Janvier, 1996; Donoghue et al. 2006; Sire et al. 2009, this volume). Although details of gross anatomy are often lacking, each major lineage is characterized by a unique combination of skeletal tissues and matrix organization. Accordingly, palaeohistology of the integumentary skeleton has long been exploited as a reliable source of taxonomic information. For example, the scale-like elements of pteraspidomorphs (Ordovician to Devonian; ∼480–360 Ma) are characterized by a stratified combination of superficial enameloid overlying tubular dentine (orthodentine), set on a basal plate of acellular bone (aspidin). In contrast, the integumentary elements of anapsids (Silurian to Early Devonian; ∼443–400 Ma) are exclusively aspidin, whereas those of osteostracans (mid Silurian to Carboniferous; ∼430–300 Ma) are composed of orthodentine, cellular dentine (mesodentine) and cellular bone. In addition to their obvious diagnostic utility, these data also reveal that the ability of vertebrates to mineralize the integument dates back at least to the Early Ordovician, and that enamel/enameloid, dentine, and bone are all ancient mineralized tissue-types (Donoghue et al. 2006; Sire et al. 2009, this volume).
Among gnathostomes (jawed vertebrates), the structural organization of the integumentary skeleton continues to vary taxonomically: the skull and integumentary elements of placoderms (Silurian to late Devonian, ∼435–360 Ma) are characterized by cellular bone covered by a cellular dentine with polarized cell processes (semidentine), whereas the scalation of chondrichthyans [= odontodes (placoid scales)] consists of a superficial layer of enameloid, capping an orthodentine crown, attached to the dermis by bone of attachment (Goodrich, 1907; Miyake et al. 1999; Sire & Huysseune, 2003). For osteichthyans, sister group to chondrichthyans, the plesiomorphic integumentary skeleton consists of large numbers of robust overlapping rhombic scales organized into obliquely oriented rows. These rhombic scales have two structural forms corresponding to the ray-finned–lobe-finned dichotomy. Basal actinopterygians have ganoid scales, whereas basal sarcopterygians have cosmoid scales.
Ganoid scales are identified by the presence of ganoine, a shiny, acellular hypermineralized tissue structurally identical to enamel, typically overlying layers of orthodentine and basal plate of lamellar bone (Goodrich, 1907; Sire et al. 1987). Unlike enamel, ganoine is multilayered and, as evidenced by modern taxa, always localized deep to an epithelium (Goodrich, 1907; Sire, 1990; Francillon-Vieillot et al. 1990; Huysseune, 2000). Based on the study of scale development, ganoid scales are hypothesized to have given rise to elasmoid scales (Sire, 1990; Sire & Huysseune, 2003; Sire et al. 2009, this volume).
The second major structural form of rhombic scale is the cosmoid scale of basal sarcopterygians. At first glance, cosmoid scale histology compares well with that of the ganoid scale: a shiny superficial tissue comparable with enamel or enameloid, overlying a stacked sequence of dentine and lamellar bone (Goodrich, 1907; Meinke, 1984). However, cosmoid scales (and the tissue complex known as cosmine) are uniquely characterized by an intrinsic, interconnected canal system, with numerous flask-shaped cavities and superficial pores. The oldest known examples of cosmine come from various Devonian sarcopterygians, dated around ∼415 to 410 Ma, including Psarolepis romeri, Achoania jarvikii, Styloichthys changae and Meemannia eos (Yu, 1998; Zhu et al. 1999, 2001, 2006; Zhu & Yu, 2002). Cosmoid scales were present among basal-most members of both Actinistia (coelacanths; Cloutier, 1991; Janvier, 1996) and Dipnomorpha (lungfish; Meinke, 1984; Janvier, 1996), but were independently lost in each lineage. The cosmoid scale (and cosmine tissue) is extinct, and is no longer found in living species.
Structure and development of the tetrapodomorph integumentary skeleton
The transition from lobe-finned aquatic sarcopterygians to limb and digit-bearing stem tetrapods (tetrapodomorphs; Ahlberg, 1991) took place during the late Devonian. Coinciding with the acquisition of features permitting an increasingly terrestrial existence, the integumentary skeleton of tetrapodomorphs underwent a number of important changes. As in other basal sarcopterygians, the integument of the oldest and most basal forms was jacketed by numerous thick cosmoid scales (e.g. Kenichthys campbelli, Gogonasus andrewsae and Osteolepisspp.; Ørvig, 1957; Jarvik, 1980; Zhu & Ahlberg, 2004; Long et al. 2006). Among more deeply nested (and recently derived) tetrapodan taxa (e.g. Eusthenopteron foordi, Panderichthys rhombolepis, Tiktaalik rosea and Ichthyostega stensioei), the odontogenic-derived tissues (dentine, enameloid, and ganoine) and pore-canal systems were lost, resulting in an integumentary skeletal elements composed primarily of bone (Ørvig, 1957; Jarvik, 1980; Daeschler et al. 2006; see ‘A revised scenario for the evolution and diversification of the integumentary skeleton in tetrapods’ below).
Osteoderms and carapaces
Osteoderms
Unquestionably, osteoderms represent the most commonly identified and documented element of the tetrapod integumentary skeleton. As classically defined, an osteoderm is a structural category of mineralized organ entrenched within the dermis (Gadow, 1901; Camp, 1923; Romer, 1956; Francillon-Vieillot et al. 1990; Vickaryous & Hall, 2008). Although generally plate-like, these elements vary greatly in size, shape, surface ornamentation, articulation and geometry both between and within taxa (Grant, 1944; Hoffstetter, 1962). Whereas some of this variation coincides with differences in the thickness and structure of the integument, particularly the dermis, much of the disparity remains structurally and functionally enigmatic.
Aptly named, the skeletal matrix of osteoderms always includes osseous tissue. However, osteoderms are not histologically uniform. Most osteoderms include variable amounts of mineralized and unmineralized fibrous connective tissue, and bone marrow. In some taxa the superficial surface is capped by an unnamed collagen-poor/cell-poor highly mineralized tissue of uncertain affinity (Moss, 1969; Zylberberg & Castanet, 1985; Zylberberg et al. 1992; Vickaryous & Hall, 2006, 2008). Furthermore, the structural arrangement of the osseous matrix is variable, and may combine osteoid (premineralized bone matrix), woven-fibred, parallel-fibred (fibrolamellar), lamellar, and/or Sharpey-fibred bone. Given this heterogeneous composition, Moss (1969, 1972) proposed that the term ‘osteoderm’ should be replaced with ‘sclerification’.
Osteoderms are common to representative members of most major tetrapod lineages, including ‘amphibians’ (herein considered to be paraphyletic), lepidosaurs (exclusive of ophidians), archosaurs (exclusive of avians and pterosaurs), turtles, parareptiles (pareiasaurs and procolophonids), placodonts (sauropterygians), and even some synapsids (mostly xenarthrans) (e.g. Moss, 1969; Barrett et al. 2002; Castanet et al. 2003; Hill, 2005; Cisneros, 2008; Vickaryous & Hall, 2008). As will be discussed, the bony scales of the earliest tetrapods are also structurally consistent with osteoderms, pushing back the origin of these integumentary elements to the late Devonian. However, although osteoderms are taxonomically widespread, their specific phylogenetic distribution is highly irregular. For example, osteoderms have been reported for many scleroglossan lepidosaurs (e.g. anguids, scincids, helodermatids), but only for a single species (out of ∼1000; see Conrad & Norell, 2007) of iguanian (Amblyrhynchus cristatus, the marine iguana; de Queiroz, 1987). Similarly, osteoderms have been well-documented in many herbivorous dinosaur groups (e.g. ankylosaurs, stegosaurs, and some sauropods) but only in one carnivorous dinosaur, Ceratosaurus nasicornis (Martill et al. 2000). As such, it is often suggested that osteoderms have been repeatedly lost and/or independently gained. One recent study of amniotes proposed that postcranial osteoderms may have arisen independently at least five times (Hill, 2005). More recently, it has been argued that osteoderms are an example of what has been termed deep homology: a latent but plesiomorphic ability (genetic, cellular, developmental, and structural) to form structures and organs (Main et al. 2005; Hill, 2006; Vickaryous & Hall, 2008). And whereas a generalized protective function seems almost undeniable, with rare exceptions (e.g. Alexander et al. 1999) specific details on the biomechanics of osteoderms as part of an integrated system have yet to be determined. Furthermore, alternative/additional functional roles cannot be ruled out (e.g. Seidel, 1979; Frey, 1988; Scheyer & Sander, 2004; Hill, 2005; Main et al. 2005; Dilkes & Brown, 2007). Adding to the uncertainty, the term osteoderm (in use for more than a century; Gadow, 1901; Camp, 1923; Romer, 1956) is routinely substituted with one or more ambiguous synonyms including armour, dermal ossification, dermal plate, osteoscute and scute (e.g. Camp, 1923; Sibtain, 1938; DeMar, 1966; de Ricqlès et al. 2001; Main et al. 2005; Dilkes & Brown, 2007).
For the vast majority of tetrapods, osteoderms are strictly documented as adult life stage taxonomic characters, and remarkably little is known about their structure and development, particularly at the molecular level. As a consequence, many broad generalizations have been extracted from relatively few, distantly related taxa. It is therefore necessary and appropriate to approach this review in a systematic fashion.
Basal tetrapods and stem temnospondyls
Among basal non-digit-bearing tetrapods the integumentary skeleton consists of large numbers of thick, imbricated scales. However, unlike their immediate ancestors, the integumentary elements of taxa such as Eusthenopteron foordi are composed of fibrolamellar bone without any odontogenic tissues (Ørvig, 1957; Jarvik, 1980). Significantly, this tissue motif is consistent with the structural composition of osteoderms. In section, these scale-shaped osteoderms demonstrate an outer cortex of compact bone and an inner cancellous core.
A well-developed integumentary skeleton is also retained by many early digit-bearing forms such as temnospondyl amphibians and their closest relatives. For some (e.g. Greererpeton burkemorani; Fig. 2) these elements are highly variable and may include a combination of thin and overlapping scales (ovoid to spindle-shaped), granular pellets, and/or robust plates. Based on gross morphology it has been suggested that the pellets and plates are osteoderms, whereas the overlapping scales are comparable with the dermal scales of gymnophionans (e.g. Witzmann, 2007; see this section and ‘Origin and evolution’). It should be noted, however, that such a morphology falls well within the phenotypic range of osteoderms, even among modern taxa such as lepidosaurs (see below). Reportedly, scale-like integumentary elements of the temnospondyl Trimerorhachis insignis are composed of acellular bone (Olson, 1979). As there is no histological evidence to support a comparison with gymnophionan-like dermal scales, we suggest that the identification of all temnospondyl integumentary elements as osteoderms is more consistent with the available data.
A large growth series of the temnospondyl Sclerocephalus sp. reveals that osteoderms were already present during larval stages. As individuals mature, elements along the ventral body surface changed their morphology from ovoid to spindle-shaped (Schoch, 2003; Witzmann, 2007). In Australerpeton cosgriffi, ontogenetic changes in gross morphology were accompanied by modifications of tissue structure (Dias & Richter, 2002). In subadults, osteoderms primarily consist of Sharpey-fibred bone and cell-rich compact lamellar bone with relatively few vascular canals. In larger and more skeletally mature specimens, osteoderms have a cancellous core surrounded by compact bone containing Sharpey's fibres. The bony matrix also demonstrates evidence of resorption, remodeling, and secondary osteons (Dias & Richter, 2002). A similar pattern of histological organization has been reported for various other basal tetrapods and early amphibians (Castanet et al. 2003).
Anura
Osteoderm-bearing anurans include a variety of distantly related taxa including representative ceratophryines (Hylactophryne augustiand some but not all species of Ceratophrys and Lepidobatrachus), phyllomedusines (Phyllomedusa bicolor, Phyllomedusa vaillanti), a hemiphractine (Gastrotheca weinlandii), a pelobatid (Megophrys nasuta), the brachycephalid Brachycephalus ephippium, and reportedly some dendrobatids (Cope, 1868; Gadow, 1901; Trueb, 1973; Lynch, 1982; Ruibal & Shoemaker, 1984; Fabrezi, 2006). In most cases they are restricted to the dorsal skin of the head and trunk, although for some taxa (e.g. Phyllomedusaspp., H. augusti) the distribution may include parts of the ventral body surface and limbs. In addition, osteoderms have been tentatively identified in the albanerpetontid Celtes ibericus, an extinct species of salamander-like ‘amphibian’ (McGowan & Evans, 1995).
There are two main forms of anuran osteoderm. In most taxa, individual elements are small (< 3 mm2), confined largely to the stratum superficiale, and distributed across a broad area of integument (Fig. 3). However, in ceratophryines and B. ephippium each osteoderm is larger in size (> 3 mm2), occupies the full thickness of the dermis (both the strata superficiale and compactum), and is restricted to positions dorsal to the vertebral column (Trueb, 1973; Lynch, 1982; Fabrezi, 2006). Similar shield-like osteoderms situated above the vertebral column have also been reported for various stem temnospondyls (Dilkes & Brown, 2007).
Structurally, most anuran osteoderms are composed of well-vascularized parallel-fibred and/or lamellar bone. Apparently unique to M. nasutaand H. augusti, the matrix includes a large amount of orthogonally arranged collagen lamellae, with relatively few osteocyte lacunae and vascular canals (Ruibal & Shoemaker, 1984). How this organization differs from lamellar bone remains uncertain.
The development of anuran osteoderms has yet to be documented, although the onset of skeletogenesis appears to be relatively delayed, as evidenced by the absence of osteoderms in newly metamorphosed P. vaillanti, Lepidobatrachus laevis, and juvenile Ceratophrys ornata (Ruibal & Shoemaker, 1984). Based on structural comparisons with adult lepidosaur osteoderms, including the presence of numerous Sharpey's fibres, it is assumed that the formation and growth of anuran osteoderms involve metaplastic ossification (Ruibal & Shoemaker, 1984).
Archosauria
Osteoderms are common among many fossil and modern archosaurs, including parasuchians (phytosaurs), aetosaurs, ‘rauisuchians’, crocodylomorphs (including extant Crocodylia), several lineages of dinosaurs, various aquatic taxa of uncertain affinity (e.g. Sikannisuchus huskyi, Qianosuchus mixtus: Nicholls et al. 1998; Li et al. 2006) and the basal form Euparkeria capensis (Romer, 1956; Ewer, 1965; Hill, 2005). In most taxa, individual elements are organized into multiple transverse or parasagittal rows across the dorsolateral surfaces of the body, beginning caudal to the skull and continuing past the base of the tail (Fig. 4A; Huxley, 1860; Ross & Mayer, 1983; Martz & Small, 2006). For some taxa, the distribution is considerably more enveloping and may include the ventral body wall, cheeks (Fig. 4B,C), eyelids (Fig. 4D), and the distal end of the tail, thus creating a tail club (Huxley, 1860; Coombs, 1972, 1995; Dong et al. 1989; Vickaryous & Russell, 2003; Vickaryous, 2006; Vickaryous & Hall, 2008).
Coinciding with the taxonomic diversity of archosaurs, osteoderms demonstrate a considerable range of morphologies, ranging from small granular mineralizations (3–10 mm) and coin-shaped discs (10–100 mm), to massive plates and elongate spine-like elements (> 200 mm in maximum dimensions) (e.g. Martill et al. 2000; de Ricqlès et al. 2001; Vickaryous et al. 2004; Main et al. 2005; Vickaryous & Hall, 2008). Based on dimensions of the largest dinosaur osteoderms (250 mm diameter and 70 mm in thickness: attributed to a titanosaurid sauropodomorph), Dodson et al. (1998) estimated the dermis to be more than twice as thick as that of modern elephants (some 10–32 mm; Haynes, 1991). For many taxa the superficial-most surfaces are enhanced by some form of ornamentation, including keels and/or points of varying proportions, and numerous shallow pits and fovea. At least among crown members, each osteoderm has a 1 : 1 relationship with an overlying epidermal scale.
As in early tetrapods, in archosaurs skeletally mature osteoderms are characterized by an outer cortex of compact bone (fibrolamellar and/or lamellar) invested with numerous Sharpey's fibres (Enlow & Brown, 1957; Moss, 1969; Martill et al. 2000; de Ricqlès et al. 2001; Barrett et al. 2002; Scheyer & Sander, 2004; Main et al. 2005; Hill & Lucas, 2006). In some taxa (e.g. crocodylians, some ankylosaurs), the compact layer also demonstrates evidence of periodic growth (= annuli; Hutton, 1986; Tucker, 1997; de Ricqlès et al. 2001; Main et al. 2005; Hill & Lucas, 2006; see below). Deep to the cortex is a central core of cancellous bone demonstrating evidence of localized resorption and secondary osteon formation (Fig. 4F,G). Throughout the bony matrix there may be remnant seams of woven-fibred bone, and calcified and uncalcified fibrous connective tissue. In describing the fibrous organization of ankylosaurian dinosaur osteoderms from the Antarctic, de Ricqlès et al. (2001; see also Scheyer & Sander, 2004) reported that three orthogonal systems were evident, similar to the arrangement of collagen fibres previously described for the stratum compactum (Sire et al. 2009, this volume). Various taxa may also develop osteoderms with hypertrophic keels (e.g. stegosaurs, the crocodylian Akantosuchus langstoni). Uniquely, the tissue matrix of the keel is penetrated by a prominent system of large diameter intrinsic neurovascular channels also known as ‘pipes’ (de Buffrénil et al. 1986; Main et al. 2005; Hill & Lucas, 2006).
At least among modern crocodylians, osteoderms are localized within the stratum superficiale, although the deepest margins may be in contact with (or partially embedded within) the stratum compactum (Schmidt, 1914; Martill et al. 2000; Salisbury & Frey, 2000; Vickaryous & Hall, 2008). The onset of development is delayed compared with the rest of the skeleton, and therefore osteoderms are frequently absent from relatively small (= young) individuals (Maryañska, 1977; Jacobs et al. 1994; Vickaryous et al. 2001; Vickaryous & Hall, 2008; Sire, pers. obs.). Skeletal formation is asynchronous, beginning dorsal to the neck and pectoral apparatus before spreading across the remainder of the body (Vickaryous & Hall, 2008).
Details of osteoderm skeletogenesis are derived primarily from the study of modern crocodylians (Schmidt, 1914; Vickaryous & Hall, 2008). In advance of calcification, each osteoderm is prefaced by a dense knot-like aggregation of fibrous connective tissue localized within the keel of the epidermal scale (Fig. 4H,I). Except for its thickened appearance, this osteoderm primordium does not differ histologically or histochemically from the surrounding matrix of the stratum superficiale. Although cells are present (mostly fibroblast-like), there is no evidence of a cell condensation or the deposition of osteoid. Mineralization begins within the centre of the primordium, incorporating many of the pre-existing collagen fibres, but no bone is present at this stage. With continued skeletogenesis, the osteoderm primordium extends into adjacent areas with the development of calcified spicules. Gradually patches of woven-fibred bone appear, merging into the mineralized fibrous tissue, followed by the deposition of parallel-fibred and lamellar bone (Fig. 4K).
Growth marks indicating periodic bone deposition are present in the outer cortex of modern crocodylian osteoderms, and have been successfully employed to estimate individual age (e.g. Hutton, 1986; Tucker, 1997). It is important to note, however, that this technique has two distinct limitations: (1) breeding females exhibit greater amounts of remodeling than males or non-breeding females (Hutton, 1986); and (2) the reliability of such estimations is known to decrease among individuals greater than 20 years in age (Tucker, 1997). Therefore the accuracy of this method is heavily dependent on sex, breeding status, and age, and hence is problematic for the study of extinct taxa.
Lepidosauria
Among lepidosaurs, osteoderms are absent from all snakes and amphisbaenians, and all but a single species of sphenodontid (the fossil form Pamizinsaurus tlayuaensis; Reynoso, 1997) but are well-represented in scleroglossan ‘lizards’, including anguids, cordyliforms, helodermatids, scincids, shinisaurids, xantusiids, xenosaurids, some lacertids and varanids, and a few gekkonids (Gadow, 1901; Camp, 1923; McDowell & Bogert, 1954; Read, 1986; Estes et al. 1988; Gao & Norell, 2000; Maisano et al. 2002; Barrett et al. 2002; Krause et al. 2003; see also Bever et al. 2005). Although they are most commonly localized on the dorsal surface of the body and head (Gadow, 1901; Camp, 1923; Read, 1986; Estes et al. 1988), in some taxa the distribution is almost ubiquitous across the body (e.g. gerrhosaurids, various anguids, scincids, and some species of the gekkonid Tarentola). As for other tetrapods, lepidosaurian osteoderms are nested within the dermis at the interface between the stratum superficiale and the stratum compactum.
Among scleroglossans, osteoderm morphology is often taxonomically informative (Camp, 1923; Estes et al. 1988; Read, 1986; Conrad, 2008). For example, varanid osteoderms have a worm-like or vermiform shape (McDowell & Bogert, 1954; Erickson et al. 2003), whereas those of most anguids resemble flat, imbricating shingles (Zylberberg & Castanet, 1985; Levrat-Calviac et al. 1986). A similar squamous morphology is also common to the osteoderms of scincids and cordyliforms. However, these elements differ from those of anguids in having a distinctive fractured appearance (Fig. 5A,B), and hence are sometimes referred to as compound osteoderms (Otto, 1909; Camp, 1923; Estes et al. 1988; Greer, 1989; Zylberberg et al. 1992). Osteoderms from various taxa may also develop an intrinsic system of ramifying neurovascular canals [e.g. gerrhosaurids, diploglossine anguids, the gekkonid Tarentola (Geckonia) chalaziae, the anguimorphan Lanthanotus borneensis; see Schmidt, 1912; Strahm & Schwartz, 1977; Bauer & Russell, 1989; Maisano et al. 2002]. Although not fully understood, these branching patterns are also hypothesized to have phylogenetic significance. Additional variation is observed in pattern, tissue structure, and possibly mode of skeletogenesis. To draw attention to these differences, the following section discusses each of the three best documented osteoderm-bearing taxa separately.
Gekkonidae (Gekkota)
Osteoderms have been well-documented for the gekkotan Tarentola (Otto, 1909; Parker, 1942; Loveridge, 1947; Levrat-Calviac, 1986–1987; Levrat-Calviac et al. 1986; Levrat-Calviac & Zylberberg, 1986; Bauer & Russell, 1989). In some species (e.g. T. annularis), reinforcement of the dermis by osteoderms is remarkably pervasive, consisting of numerous small (40–150 µm), granule-like elements (Fig. 5C) distributed across most of the body (Parker, 1942; Bauer & Russell, 1989). For others (T. neglecta), the distribution of osteoderms is limited to the dorsal surface of the head, body, tail and proximal portions of the limbs (Levrat-Calviac, 1986–1987). Characteristic of all, only the head demonstrates any direct correspondence between osteoderms and epidermal scales; postcranially, multiple osteoderms underpin each scale (Fig. 5D; Parker, 1942; Levrat-Calviac & Zylberberg, 1986; Bauer & Russell, 1989).
In section, Tarentola mauritanica osteoderms have two distinct layers (Moss, 1969; Zylberberg & Castanet, 1985; Levrat-Calviac et al. 1986; Levrat-Calviac & Zylberberg, 1986), both of which are firmly anchored to the surrounding dermis by Sharpey's fibres (Fig. 5D). The superficial-most layer is a thin, avascular and acellular, collagen-poor, microfibrillar matrix (Levrat-Calviac & Zylberberg, 1986). Histochemically, this region is positive for acid glycosaminoglycans and, using transmission electron microscopy of demineralized samples, demonstrates periodic electron-dense lines comparable with resting lines (de Ricqlès et al. 1991). The crystalline arrangement is comparable with spheritic mineralization. At present the identity of this unnamed superficial tissue remains unclear, although it appears to share several features in common with superficial odontogenic tissues (enameloid, hyaloine, or ganoine) described in some integumentary elements of non-tetrapods (see Sire et al. 2009, this volume).
The majority of the osteoderm is lamellar bone, nested at the interface between the two layers of the dermis and may become partially embedded within the stratum compactum. Unlike the superficial layer, this basal bony layer demonstrates inotropic mineralization.
To date, the development of gekkotan osteoderms has yet to be investigated. However, based on the structural continuity between the tissue matrix of the adult osteoderm and the surrounding dermis, Levrat-Calviac and colleagues suggest that the development of this region occurs via metaplastic ossification (Levrat-Calviac, 1986–1987; Levrat-Calviac & Zylberberg, 1986; Levrat-Calviac et al. 1986).
Helodermatidae (Anguimorpha)
Helodermatid osteoderms are robust, bead-like elements developing across the dorsolateral surfaces of the head, the body, tail, and parts of the limbs (Fig. 5E). Morphologically similar elements are found in glyptosaurine anguids, xenosaurids, and the extinct anguimorph genus Carusia (Camp, 1923; Gao & Norell 2000; Conrad, 2008). Following skeletal maturity, fusion may occur between the overlying osteoderms and underlying elements of the dermatocranium via the gradual extension of mineralization through the stratum compactum that separates the two entities; in situ mineralization transforms the area between the dermatocranium and the osteoderm directly into a mineralized connection (Moss, 1969). Each helodermatid osteoderm corresponds to a single overlying epidermal scale.
Histologically, each helodermatid osteoderm is a heterogeneous blend of bone and dense irregular connective tissues demonstrating variable degrees of mineralization (Moss, 1969). The ossified tissue may be woven-fibred, parallel-fibred or lamellar, and is most commonly associated with vascular canals and areas of remodeling (Fig. 5F). As in Tarentola spp., helodermatid osteoderms are capped by an enigmatic tissue comparable with enameloid or ganoine (Moss, 1969; Smith & Hall, 1990). This region is thin, avascular, cell-poor, collagen-poor, and is positive for both glycogen and glycosaminoglycans (Moss, 1969) (Fig. 5G). The deepest (basal) margin of the osteoderm directly merges into the stratum compactum of the dermis.
Osteoderms are one of the last skeletal elements to develop in helodermatids. Prior to their formation, the stratum superficiale has already conformed to the osteoderm pattern observed in adults, establishing a series of collagen-rich dome-like protrusions underpinning the epidermal scales. Skeletogenesis takes place without the formation of a cell condensation (Fig. 5H). Instead, centres of diffuse mineralization (the osteoderm primordium) appear within each collagen-rich dome. Mineralization is not present at this early stage, but it gradually occurs as the osteoderm extends in the dermis. Moss (1969) observed that this mode of ossification was consistent with metaplastic ossification, the direct transformation of the dermis into bone. Skeletogenesis of the superficial tissue layer has yet to be investigated, although it seems likely to be deposited by a retreating front of scleroblasts (Moss, 1969). Across the body, the formation of osteoderms is asynchronous, with the first elements appearing over the head and cervical regions, followed by positions further caudal and lateral.
Anguidae (Anguimorpha)
For most anguids, the majority of the head, the body, tail, and limbs are jacketed by thin, imbricated scale-like osteoderms. Individual elements commonly resemble ovoid discs or rectangular plates, with distinctive cranial (overlapped; gliding) and caudal (overlapping) surfaces. The cranial surface is generally unmarked, whereas the caudal surface is often ornamented with various foramina and meandering grooves. Typically, each osteoderm is superimposed by a single epidermal scale.
Details of histological organization are best known for Anguis fragilis (Zylberberg & Castanet, 1985; Levrat-Calviac et al. 1986). Each osteoderm has a bilaminar composition, with distinctive superficial (= uppermost; Moss, 1969) and basal layers. Both layers contain Sharpey's fibres and demonstrate inotropic mineralization. The superficial layer is thin, localized entirely within the stratum superficiale and contributes primarily to the surface ornamentation. This tissue layer has been identified as woven-fibred bone, and is characterized by abundant loosely organized collagen fibrils and neutral glycosaminoglycans (Zylberberg & Castanet, 1985; Levrat-Calviac et al. 1986). Furthermore, it is slightly more radio-opaque than the basal layer.
Compared to the superficial layer, the basal portion is relatively thicker, forming the majority of the osteoderm, and is embedded (at least in part) within the stratum compactum. It has been identified as lamellar bone, consisting of a highly organized matrix of orthogonally arranged collagen lamellae (Zylberberg & Castanet, 1985).
The pattern and mode of anguid osteoderm skeletogenesis is incompletely known. As evidenced in radiographs of juvenile A. fragilis, mineralized osteoderms are absent in subadults (individuals less than 35% adult length; Zylberberg & Castanet, 1985). Osteoderms reportedly begin to develop within the deep dermis, first appearing as homogeneous, osteoblast-rich condensations (Zylberberg & Castanet, 1985). This mode of development is consistent with intramembranous ossification (cf. Dasypus: Vickaryous & Hall, 2006; see below). However, evidence gleaned from both transmission electron microscopy and vital labeling using fluoromarkers indicates that the pre-existing dermis is gradually mineralized, suggesting skeletogenesis via metaplastic ossification (Zylberberg & Castanet, 1985). Alternatively, both processes may contribute. Zylberberg & Castanet (1985) proposed that the differences in the histology and histochemistry of the two regions may be due to differences in the pre-existing configuration of the dermis, i.e. the strata superficiale and compactum.
Synapsida
Compared with reptiles, osteoderms are rare among synapsids. In addition to xenarthrans, only two osteoderm-bearing species have been described: the Late Permian (260 Ma) varanopids Heleosaurus scholtzi(Botha-Brink & Modesto, 2007; Reisz & Modesto, 2007) and Elliotsmithia longiceps (Reisz et al. 1998). (It should be noted that these species are possibly synonymous; Botha-Brink & Modesto, 2007). Varanopid osteoderms have a block-like morphology, and are organized into multiple transverse rows in the cervical and pectoral regions (Botha-Brink & Modesto, 2007) (Fig. 6A,B).
Among xenarthans, osteoderms are present in several species of mylodontid (ground) sloths and in all Cingulata, a clade consisting of pampatheres, glyptodonts and armadillos (Gaudin & Wible, 2006; Hill, 2006). Individual osteoderms of skeletally mature cingulates are organized into tightly articulating mosaics or shields reinforcing the dermis in the dorsal and lateral surfaces of the head, body and tail. Across the body, these shields connect to create a carapace. In armadillos (presently considered a paraphyletic group; Gaudin & Wible, 2006) and pampatheres, the carapace includes an imbricated series of transverse bands (the banded shield) spanning between the pectoral and pelvic apparatuses, permitting a degree of flexibility (Wilson, 1914; Cooper, 1930; Vickaryous & Hall, 2006). In glyptodontids the banded shield is absent and the entire carapace forms a tightly sutured and presumably immobile unit (Gaudin & Wible, 2006; Hill, 2006). In some glyptodontids the shield encasing the tail ends distally in a bulbous collection of osteoderms fused to form a club.
Most cingulatan osteoderms conform to either a rectangular or polygonal (pentagonal and hexagonal) morphology (Fig. 6C–F). Rectangular osteoderm imbricate, and have distinctive cranial (overlapped) and caudal (overlapping) regions. Polygonal osteoderms form juxtaposed pavements and lack the lap articulations of the rectangular form.
Skeletally mature cingulatan osteoderms are primarily composed of cellular bone with no evidence of a distinctive capping tissue (Fig. 6G). Compact lamellar bone lines the superficial and deep surfaces, whereas the centre of the element has a cancellous organization (mostly parallel-fibred bone) that grades into Sharpey-fibred bone at the lateral margins (Fig. 6E; Hill, 2006; Vickaryous & Hall, 2006; Krmpotic et al. 2008). Most of the bony matrix includes various large, unmineralized collagen bundles and neurovascular canals, and evidence of remodeling with the presence of secondary osteons. Histochemically, the matrix stains with various connective tissue protocols, and demonstrates evidence of collagen fibres in tension within the fabric of the Sharpey-fibred bone (Vickaryous & Hall, 2006).
Details of osteoderm development in armadillos are based primarily on Dasypus novemcinctus (Vickaryous & Hall, 2006; see also Wilson, 1914; Cooper, 1930). Osteoderm formation begins by the end of the embryogenesis and is asynchronous across the body. Elements first appear in clusters above the pectoral girdle and thoracic vertebrae, followed by the head, pelvic girdle, and finally across the tail (Fig. 6G). Within each of these regional shields, osteoderms first appear craniomedially and sequentially develop in caudal and lateral positions. Across the head shield, osteoderms first appear in the area lying over the frontals and parietal. Prior to parturition, osteoderms are present in each regional shield, although each shield may be incompletely developed (Vickaryous & Hall, 2006).
Initial osteoderm development begins deep within the stratum superficiale as a discrete aggregation of osteoblasts oriented parallel to the epidermis. Cells of this primordium secrete osteoid (Fig. 6H). With continued centrifugal growth, osteoblasts and collagen bundles from the pre-existing dermis become entrapped and/or incorporated within the osteoderm matrix. Mineralization commences centrally, giving rise to woven-fibred bone. For elements with the rectangular morphology, the caudal region mineralizes prior to the cranial region; polygonal elements ossify centrifugally. As the presumptive osteoderm matures, the distribution of osteoblasts and osteoid becomes polarized, with multiple large cells and thicker osteoid arranged on the superficial surface and few thin cells and less osteoid on the deep surface. The entire element is surrounded by a presumptive periosteum lined by numerous fibroblasts, and an enshrouding collection of osteoblasts. With continued maturation, parallel-fibred bone is deposited, blood vessels are incorporated, and bone remodeling occurs.
The initial mode of osteoderm formation in Dasypus novemcinctus is consistent with intramembranous ossification: direct bone formation within a condensation of osteoblasts depositing bone matrix without a cartilaginous precursor (Vickaryous & Hall, 2006). As such, Dasypus osteoderm formation is identical to the mode of skeletogenesis of the dermatocranium.
Carapace
Testudines
The turtle shell is a skeletal complex composed of a series of osseous elements united into dorsal (carapace) and ventral (plastron) components, and covered by thick epidermal scales or leathery integument. The plastron incorporates homologues of the clavicles and interclavicle (the epiplastra and entoplastron, respectively), as well as a series of intramembranously derived elements comparable with gastralia (Romer, 1956; Zangerl, 1969; Gilbert et al. 2001, 2007; Cebra-Thomas et al. 2007). The carapace integrates elements of the endoskeleton (vertebrae and ribs) with a mosaic of dermal bones characterized as either thecal or epithecal elements. Thecal elements develop relatively early during skeletogenesis and are by far the most common source of the carapace. The thecal-derived carapace (Fig. 7A) includes neural bones (unpaired, capping the neural spine of the underlying dorsal vertebrae), costal bones (paired, associated with the underlying ribs), peripheral bones (paired, articulating at the distal margin of the costal bones to create the lateral margin of the carapace), suprapygal and pygal bones (unpaired, articulating with the costals and peripherals at the caudal margin of the carapace) and the nuchal bone (unpaired, articulating with the costals and peripherals at the cranial margin of the carapace). In some aquatic and marine taxa, however, the thecal contribution to the carapace is diminished, coinciding with the delayed formation of a more superficial series of carapacial mineralizations, the epithecal elements (Zangerl, 1939, 1969). The epithecal-derived carapace is best demonstrated by Dermochelys coriacea (the leatherback turtle). In D. coriacea the carapace is composed of large numbers of irregular interlocking epithecal contributions, with only a single thecal contribution – the nuchal bone (Gadow, 1901; Deraniyagala, 1939; Zangerl, 1939). Epithecal elements are also reported in some fossil marine taxa (Zangerl, 1969). In addition to the carapace and plastron, turtles may further reinforce the integument with postcranial osteoderms (= granicones) developing across the neck, limbs and tail (Gaffney, 1990, 1996; Barrett et al. 2002).
Histologically, the skeletally mature carapace is a trilaminar structure comparable with diploe (Scheyer & Sanchez-Villagra, 2007; Scheyer & Sander, 2007; Scheyer et al. 2007). In general, the external and internal cortices (= superficial and deep carapacial surfaces; outer and inner tables) are composed of compact lamellar bone with moderate amounts of vascularization. Nested between the external and internal cortices is a central cancellous region (Zangerl, 1969; Scheyer & Sanchez-Villagra, 2007; Scheyer & Sander, 2007; Scheyer et al. 2007). Detailed descriptions of tissue structure and organization indicate that the histology of the carapace is often taxonomically informative. For example, the external cortex of trionychids has a unique skeletal architecture consisting of a plywood-like structural arrangement of collagen fibrils (Scheyer et al. 2007). Less is known about the histological structural of epithecal elements and turtle osteoderms. A sectioned epithecal element from Dermochelys coriacea demonstrates an extensive central cancellous cavity, with almost no compact bone lining the external and internal cortices (Meylan, 1987). From what is known, the histology of turtle osteoderms appears to be comparable with those of archosaurs: a compact cortex and a cancellous core, composed of woven-fibred and parallel-fibred (fibrolamellar) bone with evidence of remodeling (Barrett et al. 2002).
The origin of the thecal-derived carapace has often been portrayed as the fusion of osteoderms with ribs and vertebrae (Owen 1849; Hay 1898; Romer, 1956; Lee, 1997). However, more recent analyses have since demonstrated that the developmental origin is considerably more complicated. Development of the carapace begins early in the embryonic period (e.g. Yntema stage 14 in Chelydra serpentina and Trachemys scripta) with the formation of the carapacial ridge, a bulge of mesenchyme located between (and dorsal to) the fore and hindlimb buds (Fig. 7B; Gilbert et al. 2001; Nagashima et al. 2005; Moustakas, 2008). As this mesenchyme begins to differentiate (forming the dermis), some intrinsic cells synthesize fibroblast growth factors (FGFs). The presence of FGFs attracts the cell condensations representing the future ribs (Gilbert et al. 2001, 2007), directing these elements laterally into the dermis, and not ventrally as in other tetrapods. The cells of the developing ribs then secrete bone morphogenetic proteins (BMPs), which induces localized perichondral ossification. As the ribs begin to ossify, spicules of bone develop intramembranously within the surrounding dermis (Fig. 7C; Gilbert et al. 2001, 2007; Cebra-Thomas et al. 2007). This combination of rib and dermis ossification results in the formation of the costal elements. A similar mode of formation is hypothesized to give rise to the neural elements (Rieppel & Reisz, 1999). Competence of the dermis to respond to BMPs is consistent with the conditions observed in various connective tissue diseases linked to BMP overexpression and ectopic bone formation (Shafritz et al. 1996; Cebra-Thomas et al. 2007). Full mineralization of the costals and neurals takes place posthatching.
In contrast to the costal and neural, the nuchal bone is not directly associated with any developing element of the endoskeleton. Shortly after the formation of the carapacial ridge (Yntema stage 20–21), it begins as unpaired cell condensation within the differentiating dermis at the cranial margin of the presumptive carapace. Continued development of the nuchal bone occurs via intramembranous ossification, with the deposition of osteoid followed by calcified (Gilbert et al. 2007). A similar mode of ossification is common to the dermatocranium, elements of the plastron, and osteoderms of the synapsid Dasypus novemcinctus. It is suggested that the suprapygals, pygals, and peripherals also undergo a similar mode of development (Rieppel, 2001).
Details of epithecal element formation are less clear, although it is hypothesized that they are unequivocal osteoderms (Rieppel, 2001). An osteodermal identification is consistent with the relatively late development of epithecal elements (following the formation of the thecal elements), and their formation embedded within the dermis.
Placodonts
Placodonts are an extinct lineage of marine reptiles that lived during the Triassic period (250–205 Ma). Among basal members of the group, osteoderms are either absent (e.g. Paraplacodus broilii) or modestly developed as a single sagittal row superimposed above the dorsal vertebrae (Placodus gigas) (Rieppel, 2002; Scheyer, 2007). Among more deeply nested cyamodontoid placodonts, large numbers of osteoderms form within the integument, creating a broad mosaic of juxtaposed mineralized elements that combine to resemble a turtle carapace (Rieppel, 2002; Naish, 2004; Scheyer, 2007). However, unlike turtles (but similar to some cingulatan mammals), the placodont carapace does not integrate the ribs or vertebrae and thus the resemblance is strictly superficial.
Isolated osteoderms from basal placodonts are composed of compact bone without a cancellous core. Most of the tissue has a parallel-fibred and lamellar bone grade of organization, and the cortex demonstrates evidence of periodic deposition and incorporated Sharpey's fibres (Scheyer, 2007). In some cyamodontoids, the mineralized tissues of the carapace include regions with many large, spherical lacunae, sometimes aligned in what are described as isogenous groups. These tissues have a comparable structure to fibrocartilage (Scheyer, 2007). Alternatively, it has been noted that the loss of unmineralized fibrous tissue from dried osteoderms and fossil specimens may lead to the confusing appearance of large ‘lacunae’ (Moss, 1969). Hence it is possible that the putative lacunae represent spaces where unmineralized large diameter collagen bundles once penetrated.
Based on a limited number of subadult (juvenile) specimens, placodont osteoderms appear to develop relatively late during development (post-embryonic period) (Rieppel, 2002). The carapace forms from a series of incompletely mineralized elements that coalesce asynchronously, in a cranial to caudal fashion.
Dermal scales
Dermal scales are integumentary elements unique to the ‘amphibian’ lineage Gymnophiona. Skeletally mature dermal scales are flat, disc-like elements obliquely oriented within the dermis. Each dermal scale is isolated within a thin connective tissue pocket (Fig. 8). Multiple scale-bearing pockets lie within a larger connective tissue pouch, and each pouch is associated with an annulus (body ring), nested among various skin glands deep to the epidermis (Zylberberg & Wake, 1990). Dermal scales are most pervasively developed among basal taxa (e.g. Ichthyophis spp.), with a strong trend towards reduction in phylogenetically more deeply nested forms (e.g. scolecomorphids; Zylberberg & Wake, 1990). On the basis of gross morphology it has been reported that dermal scales are also present among members of the fossil amphibian group Temnospondyli (e.g. Castanet et al. 2003; Witzmann, 2007), although there is presently no histological data to support this.
Overall, little is known about dermal scale formation. Unlike osteoderms, in gymnophionans dermal scales are not composed of bone. Instead the histological organization includes a basal plate composed of unmineralized collagen lamellae arranged into a plywood-like tissue, superimposed by a discontinuous layer of squamulae (Zylberberg et al. 1980; Zylberberg & Wake, 1990). Each squamula is an aggregation of mineralized globules and mineralized collagen fibres (Zylberberg & Wake, 1990). Squamulae demonstrate spherical mineralization of a loosely structured organic matrix, with various scattered, spherical osteoblast-like cells (Castanet et al. 2003). The basal plate is largely acellular and appears to be deposited by a retreating front of scleroblasts lining the deep surface of the dermal scale (Zylberberg et al. 1980; Zylberberg & Wake, 1990). Based on structural similarities and a common phylogenetic origin, this lamellar tissue may be homologous with elasmodine of the elasmoid scales of aquatic sarcopterygians (coelacanths and lungfish; see Sire et al. 2009, this volume).
Lamina calcarea
Whereas true osteoderms (i.e. those consisting of bone) are relatively rare among anurans, many taxa, particularly terrestrial forms (e.g. bufonids), develop an unusual intradermal layer composed of acellular mineralized tissue – the lamina calcarea [Muzii, 1968; = ground substance layer (Elkan, 1976); amorphous layer (Sampson et al. 1987); Eberth-Kastschenko layer (Katchburian et al. 2001); substantia amorpha (Schwinger et al. 2001)]. The lamina calcarea has been documented in a wide diversity of species, including various discoglossids, pelobatids, microhylids, ranids, bufonids, ‘hylids’, dendrobatids, and ceratophyrines (Elkan, 1976; Toledo & Jared, 1993). In some ceratophyrines and leptodactylids, the thin, almost continuous lamina calcarea is segmented into numerous granular bodies known as dermolita [Muzii, 1968; = granules of the substantia amorpha (Verhaagh & Greven, 1982; see also Sampson et al. 1987)]. It remains unclear if the lamina calcarea/dermolita and osteoderms can both develop within the same individual and what (if any) evolutionary relationship exists between them. Whereas osteoderms are cellular and collagen-rich, the lamina calcarea (and dermolita) is (are) acellular and lack(s) intrinsic collagen (Fig. 9). However, all of these elements occupy a similar position within the dermis (at the interface between the stratum superficiale and stratum compactum), are anchored by Sharpey's fibres, and consist of a matrix that includes proteoglycans, glycosaminoglycans, and inorganic electron dense calcium phosphates comparable to hydroxyapatite crystals (Taylor et al. 1966; Muzii, 1968; Sampson et al. 1987; Toledo & Jared, 1993; Katchburian et al. 2001).
Little is known about the development of the lamina calcarea. It is hypothesized that fibroblasts are involved in both the production of the organic phase and its mineralization (Toledo & Jared, 1993; see also Verhaagh & Greven, 1982). Unlike osteoderms that develop only after metamorphosis, the lamina calcarea has been observed in both tadpoles and adults (e.g. in the ranid Rana catesbeiana: Taylor et al. 1966).
Origin and evolution of the integumentary skeleton in vertebrates
Origin of the integumentary skeleton and the (probable) role of the neural crest
The embryological origin of the vertebrate integumentary skeleton remains incompletely understood, although a significant role for the neural crest is widely suspected (Moss, 1969; Smith & Hall, 1990). Building on observations of tooth formation, Moss (1969) hypothesized ‘... all dermal sclerifications (= integumentary skeletal elements) are formed as the result of a mutually inductive interaction between ectomesenchymal cells, derived from the neural crest, and the basal layer of the epidermis’ (p. 528). Whereas direct evidence in the form of lineage tracing of elements such as osteoderms, dermal scales and the lamina calcarea remains wanting, the neural crest hypothesis is clearly consistent with available data. For example, it is well-established that neural crest cells contribute to both the dermal skeleton (craniofacial bone, teeth, and the caudal fin rays of teleosts) and the integument, including craniofacial dermis and all pigment cells outside the retina (Mauger, 1972a,b; Le Lièvre & Le Douarin, 1975; Gans & Northcutt, 1983; Lumsden, 1987, 1988; Hall & Hörstadius, 1988; Couly et al. 1993; Smith et al. 1994; Hall, 1999; Dhouailly et al. 2004; Tosney, 2004; Creuzet et al. 2005). Related to this, experimental studies on tetrapods lacking integumentary skeletons (e.g. Ambystoma mexicanum, Mus musculus) have revealed that transplanted postcranial (trunk) neural crest cells retain (albeit limited) odontogenic potential (Lumsden, 1987, 1988; Graveson et al. 1987). More recently, work by Gilbert and colleagues on the turtle Trachemys scripta noted that various cell markers characteristic of skeletogenic neural crest cells (positive reactions for HNK-1, PDGFRα, p75, and FoxD3) are also expressed by the cells giving rise to the cranial-most element of the carapace, the nuchal bone (Cebra-Thomas et al. 2007; Gilbert et al. 2007; see also Clark et al. 2001). Furthermore, it is also worth noting that neural crest cells (e.g. melanoblasts) are invasive and able to migrate within the developing dermis to colonize positions across the body (Moss, 1969; Hall & Hörstadius, 1988; Tosney, 2004).
Additional support is gleaned from the fossil record. Based on comparisons with extant skeletal tissues, it is reasonable to accept that the odontogenic- and osteogenic-rich integumentary skeletons of early stem gnathotomes (e.g. dentine, cementum, bone) were derived from the neural crest (Smith & Hall, 1990; see also Donoghue et al. 2006). Given the near continuous body-wide coverage of these integumentary elements in many early forms, it is also reasonable to predict that both cephalic and trunk neural crest populations contributed to the formation of these mineralized tissues (Smith & Hall, 1990). By extension, it is hypothesized that cephalic and trunk neural crest cell populations of basal actinopterygians and basal sarcopterygians retain the ability to form odontogenic and osteogenic tissues, giving rise to ganoid and cosmoid scales, respectively. Future developmental studies of extant basal actinopterygians (e.g. polypteriforms) provide an obvious target for testing this proposal.
Osteoderm evolution and development in tetrapods
Available evidence clearly supports osteoderms as plesiomorphic for tetrapods, evolving from the ancestral cosmoid scale following the loss of odontogenic tissues and the ramifying pore-canal system. Among modern taxa, osteoderms demonstrate considerable variation both morphologically and structurally, and yet with rare exceptions there is often no clear correspondence between ecology or integumentary function and the presence and development of these elements. Combined with an inconsistent phylogenetic distribution, there seems to be little doubt that the phenotypic manifestation of osteoderms is lineage-specific (Zylberberg & Wake, 1990). Fundamentally, however, all osteoderms share: (1) a common origin within the dermis, developing at the interface between the stratum superficiale and stratum compactum, or exclusively within the stratum superficiale adjacent to this contact; and (2) a structural composition principally consisting of osseous tissue without the formation of an odontogenic cell population (odontogenic papilla) or cartilage (with the possible exception of placodonts). Based on the above, there is strong evidence that all osteoderms are unambiguously derivatives of the dermal skeletal system and thus all osteoderms share a common evolutionary origin.
It is commonly suggested that osteoderms develop via metaplastic ossification, the direct transformation of the dermis into skeletal tissue (viz. bone) without differentiation of osteoblasts (e.g. Ruibal & Shoemaker, 1984; Levrat-Calviac & Zylberberg, 1986; Scheyer & Sander, 2004; Main et al. 2005). In many instances, however, this ontogenetic explanation is made in the absence of developmental data and based solely on the histological organization of the skeletally mature organ. It is therefore significant that several recent investigations have since demonstrated that osteoderms do not necessarily (or exclusively) employ this modality. For example, osteoderms of the nine-banded armadillo, Dasypus novemcinctus, initiate development via intramembranous ossification (Vickaryous & Hall, 2006). In the American alligator, Alligator mississippiensis, the osteoderm primordium begins as an accumulation of dense irregular connective tissue that initially mineralizes without the formation of bone (Vickaryous & Hall, 2008). A similar mode of skeletogenesis has also been described for osteoderms of the beaded lizard, Heloderma horridum (Moss, 1969). Thus although metaplastic ossification may certainly contribute to osteoderm ossification and growth, it is not necessarily the only mode of development.
Across the dorsolateral body surface, clusters of adjacent osteoderms may tightly articulate or even fuse with one another to create a unified skeletal mosaic dorsal to the vertebral column and rib cage (e.g. Dasypus novemcinctus, placodonts). Predictably this has led to the hypothesis of the turtle carapace as equivalent to the unification of osteoderms with the endoskeleton (e.g. Owen, 1849; Lee, 1997; Joyce et al., 2008; Scheyer et al., 2008). Recently, however, a newly described fossil that lacks osteoderms has been proposed as an ancestral turtle (Odontochelys semitestacea; Li et al. 2008). Intriguingly, the carapacial skeleton of Odontochelys closely resembles that of modern turtle embryos prior to the complete development of the shell. Based on the above evidence it has been hypothesized that the carapace did not evolve from the fusion of osteoderms (Li et al. 2008). Although the specific details of carapace origin remain controversial, we note that available data clearly supports a fundamental evolutionary relationship between the skin (viz. the dermis) and skeleton. In addition to providing a skeleto-competent matrix environment and acting as the source of osteogenic cells, the dermis is also involved in redirecting rib growth. It is also worth noting that the intramembranous mode of ossification characteristic of carapace elements such as the nuchal bone is comparable to osteoderm formation in modern armadillo-grade xenarthrans.
A revised scenario for the evolution and diversification of the integumentary skeleton in tetrapods
A revised scenario for the evolution of the tetrapod integumentary skeleton is presented (Fig. 10), building upon the updated hypothesis of integumentary skeleton evolution in non-tetrapods (Sire et al. 2009, this volume). As for all osteichthyans, tetrapod integumentary elements share a common ancestry with the neural crest-derived rhombic scale. This plesiomorphic element is understood to be composed of four stratified tissue types similar to the ganoid scale of modern polypteroid actinopterygians. From superficial to deep these include: ganoine (= enamel); dentine (= woven-fibred dentine); elasmodine (= lamellar dentine); and bone (woven-fibred, parallel-fibred or lamellar). The overlying dental tissues (ganoine, dentine, and elasmodine) are derivatives of odontogenic neural crest cells, whereas those of the bony base are from a separate osteogenic neural crest population (Smith & Hall, 1990, 1993). Among basal sarcopterygians and digit-bearing stem tetrapods (tetrapodomorphs), both neural crest populations are active, giving rise to the cosmoid scale. Among osteoderm-bearing tetrapods the odontogenic population, or the odontogenic competency of these cells, is lost. And while the osteogenic population is generally preserved, it is often quiescent. Consequently, we propose that the ability of tetrapods to form osteoderms is frequently present but latent (not expressed).
The lineage-specific phenotypic diversity and discontinuous phylogenetic distribution are consistent with the hypothesis that osteoderm formation is associated with structural properties of the dermis, as an extracellular matrix environment conducive to skeletal formation, and the presence of presumptive osteogenic cells (Main et al. 2005; Vickaryous & Hall, 2008). Thus a deeper understanding of the integumentary skeleton lies not with the skeleton per se, but with the integument. Related to this, it is important to note that the latent osteogenic capacity of the dermis is not restricted to tetrapods. Although the majority of teleosts develop elasmoid scales (herein considered derivatives of the odontogenic component of the ancestral scale; Sire et al. 2009, this volume), in some lineages these elements are replaced by bone-rich plates and scutes (e.g. armored catfish, gasterosteids, syngnathids: Sire, 1993; Sire & Huysseune, 2003). Unlike elasmoid scales, these integumentary investments are considered to be derivatives of the osteogenic ancestral component. Based on these data it may be concluded that osteoderms are an example of deep homology (Main et al. 2005; Hill, 2006; Vickaryous & Hall, 2008).
The source of the collagen/cell-poor tissue skeletal tissue capping some reptilian osteoderms (e.g. the lepidosaur Heloderma spp.) remains uncertain. However, as there is no evidence of any participation by an odontogenic cell population, it is hypothesized that the overlying epidermal cells have retained the ability to contribute (in polarized fashion) epithelial matrix products similar to the formation of enameloid (Sire et al. 2009, this volume). A similar explanation has been forwarded for the appearance of collagen/cell-poor tissues in some teleosts (limiting layer of elasmoid scales and hyaloine of armored catfish scutes; Sire, 1993; Sire & Huysseune, 2003; Sire et al. 2009, this volume).
The structure of the gymnophionan dermal scale is completely unlike that of an osteoderm (e.g. dermal scales lack bone), and the two elements are not considered to be equivalent (Zylberberg & Wake, 1990). However, a comparison of the dermal scale with the elasmoid scale of modern teleosts and aquatic sarcopterygians (coelacanths and lungfish) indicates a strong structural correspondence between the two elements. It is proposed that dermal scales are derived from a latent reactivation of the odontogenic capacity of trunk neural crest cells without a contribution from the osteogenic population. Whether the osteogenic cell population is lost or present but quiescent is unclear. Future studies documenting the development of dermal scales are necessary to test this hypothesis.
We can only speculate about the origin of the lamina calcarea and dermolita. Comparable to other hypermineralized tissues such as ganoine, hyaloine and the unnamed capping layer of some osteoderms, the lamina calcarea is a calcified tissue that lacks collagen and intrinsic cells. It is possible that the lamina calcarea is derived from an odontogenic cell population, albeit one that fails to form a discrete condensation. Reportedly, fibroblast-like cells contribute to the deposition of this tissue, possibly representing a poorly defined, migratory odontogenic population. Alternatively, the lamina calcarea may represent the competence of the overlying epithelium to deposit epithelial matrix products. Regrettably, this tissue remains largely enigmatic.
Acknowledgments
We would like to thank the many colleagues who provided us with materials and specimens for use in this study: Dr. J. Bogart and M. T. Rush (University of Guelph, Canada), Dr. J. Botha-Brink (University of the Free State, Bloemfontein, Republic of South Africa), Dr. D. Evans and K. Seymour (Royal Ontario Museum, Toronto, Canada), M. Burns (University of Alberta, Canada), Dr. A. P. Russell and W. Fitch (University of Calgary, Canada), Dr. M. Ryan and L. Russell (Cleveland Museum of Natural History, USA), and Dr. M. Wake (University of California at Berkeley, USA). Additional thanks to Dr. S. Modesto (Cape Breton University, Canada) for information about various fossil taxa, H. Maddin and W. Lei (University of Calgary, Canada) for assistance with the micro-computed tomography, and H. Coates and W. Halina (University of Guelph, Canada) for histological preparations. We thank two anonymous reviewers for their valuable comments and careful critique of this manuscript.
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