AN UPDATED CLASSIFICATION
OF THE RECENT CRUSTACEA
Cover Illustration: Lepidurus packardi, a notostracan branchiopod from an ephemeral pool in the Central
Valley of California. Original illustration by Joel W. Marin.
AN UPDATED CLASSIFICATION
OF THE RECENT CRUSTACEA
BY
JoEL W. MARTIN
AND
GEORGE E. DAVIS
NO. 39
SCIENCE SERIES
NATURAL HiIstToRY MUSEUM
OF Los ANGELES COUNTY
SCIENTIFIC PUBLICATIONS COMMITTEE
NATURAL History MUSEUM
OF Los ANGELES COUNTY
John Heyning, Deputy Director
for Research and Collections
John M. Harris, Committee Chairman
Brian V. Brown
Kenneth E. Campbell
Kirk Fitzhugh
Karen Wise
K. Victoria Brown, Managing Editor
Natural History Museum of Los Angeles County
Los Angeles, California 90007
ISSN 1-891276-27-1
Published on 14 December 2001
Printed in the United States of America
PREFACE
For anyone with interests in a group of organisms
as large and diverse as the Crustacea, it is difficult
to grasp the enormity of the entire taxon at one
time. Those who work on crustaceans usually spe-
cialize in only one small corner of the field. Even
though I am sometimes considered a specialist on
crabs, the truth is I can profess some special knowl-
edge about only a relatively few species in one or
two families, with forays into other groups of crabs
and other crustaceans. Crabs are but a small picture
of the overall diversity of the Crustacea. They rep-
resent only one infraorder [Brachyura] within one
order [Decapoda] within one superorder [Eucarida]
within one subclass [Eumalacostraca] within one
class [Malacostraca] of the six currently recognized
classes of the Crustacea (as depicted herein). I am
certain that this situation is similar for all other
crustacean systematists, with the result that there
are no living specialists who can truly claim to have
an in-depth understanding of the Crustacea as a
whole.
This volume is an attempt to provide the reader,
whether a seasoned systematist or a beginning stu-
dent, with a glimpse into the enormous variety of
extant crustaceans. The sheer number of categories
that humans have constructed to contain and order
this group is some indication of the incredible
amount of morphological diversity they exhibit.
But this is only a small part of the overall picture.
Even if one were to grasp the full range of taxo-
nomic diversity as presented in this classification,
such knowledge would shed no light on the actual
biology of these fascinating animals: their behavior,
feeding, locomotion, reproduction; their relation-
ships to other organisms; their adaptations to the
environment; and other facets of their existence
that fall under the heading of biodiversity.
By producing this volume we are attempting to
update an existing classification, produced by Tom
Bowman and Larry Abele (1982), in order to ar-
range and update the Crustacea collection of the
Natural History Museum of Los Angeles County.
This enormous and diverse collection contains an
estimated four to five million specimens, making it
the second largest collection of Crustacea in the
Americas. While undertaking this task, it occurred
to us that others might benefit from our efforts, and
that perhaps a general update on the number and
arrangement of the living crustacean families, along
with an explanation of the systematic and classifi-
catory changes suggested during the last two de-
cades, might be a welcome addition to the litera-
ture. I hope this volume is seen as nothing more
than the briefest of introductions into an under-
standing of crustaceans and that it might lead to
further work not only on the relationships among
crustaceans but also toward understanding the
overall picture of crustacean biodiversity and nat-
ural history.
Joel W. Martin
June 2001
Los Angeles, California
ACKNOWLEDGMENTS
We sincerely thank the many carcinologists to
whom we sent earlier versions of the classification
(all of whom are listed in Appendix II). Although
not all of these persons responded to our queries
(we had a response rate of approximately 60% to
the first mailing and approximately 70% to the sec-
ond) and some saw only later versions, we felt it
appropriate to list all persons from whom com-
ments were solicited. Drs. Rodney Feldmann and
Geoffrey Boxshall, in addition to commenting on
sections of the classification, served as external ref-
erees for the entire manuscript, and to both we are
extremely grateful. We mourn the loss of Erik Dahl
in January 1999, of Mihai Bacescu in August 1999,
of Arthur Humes and Austin Williams in October
1999, of Gary Brusca and Ray Manning in January
2000, of Théodore Monod in November 2000, and
of Denton Belk in April 2001, during the compi-
lation of this classification. Their absence is keenly
felt by all carcinologists. Deserving of special rec-
ognition are David K. Camp for supplying much
needed information and literature for a wide vari-
ety of taxa; Anne C. Cohen for literature on ostra-
codes and maxillopods and for enlightening discus-
sions of that group’s presumed monophyly; William
Newman and Mark Grygier, both of whom provid-
ed literature and enlightening comments on maxil-
lopods; Mark Grygier for additional comments on
interpretation of ICZN recommendations; Trisha
Spears and Cheryl Morrison for providing unpub-
lished molecular sequence or gene rearrangement
data for the decapods; Geoffrey Fryer for his al-
ways direct comments concerning the branchio-
pods; Gary Poore for information and literature on
several peracarid and decapod groups and for his
detailed review of our penultimate draft; Robert
Hessler for providing needed literature and for his
insightful suggestions; and Lipke Holthuis for sug-
gesting corrections to several taxonomic authorities
and dates in our earlier versions. Obviously, not all
of the suggestions we received were incorporated,
in part because some suggested changes contradict-
ed others and in part because some suggested
changes would have involved major rearrange-
ments for which we deemed the evidence insuffi-
cient or incomplete. Inclusion of crustacean-related
web sites as an appendix was the idea of Keith
Crandall. We thank Todd Zimmerman, Regina
Wetzer, Todd Haney, and Sandra Trautwein in our
Los Angeles crustacean laboratory for suggestions
and assistance at various points; Regina Wetzer in
particular was instrumental in assembling Appen-
dix III.
We thank the Natural History Museum of Los
Angeles County, and especially John Heyning, John
Harris, and the members of the Scientific Publica-
tions Committee, for support and for assistance
with readying the manuscript for publication. We
also thank the National Science Foundation for
partial support via grants DEB 9020088, DEB
9320397, and DEB 9727188 to J. W. Martin; NSF
Biotic Surveys and Inventories grant DEB 9972100
to T. L. Zimmerman and J. W. Martin; and NSF
PEET grant DEB 9978193 to J. W. Martin and D.
K. Jacobs. Finally, we sincerely thank Sue, Alex,
and Paul Martin and Ruthe Davis for their kind
encouragement and understanding.
CONTENTS
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An Updated Classification of the Recent Crustacea
By JoEL W. MARTIN! AND GEORGE E. DAvts!
ABSTRACT. An updated classification of the Crustacea down to the level of family is
provided. The classification is based loosely on that given by Bowman and Abele (1982)
and includes all new families and higher level taxa described since that time. In addition,
in several crustacean groupings, new arrangements and assignments have been incor-
porated, based usually on phylogenetic information that has accrued or that has become
more widely accepted since 1982. Among the more salient changes, some of which are
more controversial than others, are the recognition of the former phylum Pentastomida
as a group of maxillopod crustaceans based on additional spermatological and molecular
evidence, the inclusion of the parasitic Tantulocarida also among the maxillopods, the
treatment of the Branchiopoda as the most primitive extant group of crustaceans, and
the recognition of Guinot’s (1977, 1978) division of the higher (eubrachyuran) crabs
into two “grades” based primarily on placement of the genital aperture. The revised
classification includes 849 extant families in 42 orders and 6 classes; this is an increase
of nearly 200 families since the Bowman and Abele classification. More than 90 spe-
cialists in the field were consulted and asked to contribute to the update. Some workers
are not in agreement with our final arrangement. In particular, there are questions or
dissenting opinions over our choice of which taxa to recognize, which authorities and
dates to credit for various taxa, and especially over the arrangements among and/or
within the higher taxa. As an aid to future workers in crustacean classification and
phylogeny, comments and dissenting opinions of some of these workers are appended
to highlight areas of uncertainty or controversy. Also appended are a list of the specialists
who were given the opportunity to respond (Appendix II) and a list of printed and
World Wide Web resources that contain information on crustaceans (Appendix III). The
new classification is in part a result of one such site, the Crustacean Biodiversity Survey
(formerly found at URL http://www.nhm.org/cbs/, now temporarily off-line).
GENERAL INTRODUCTION
No group of plants or animals on the planet exhib-
its the range of morphological diversity seen among
the extant Crustacea. This morphological diversity,
or disparity in the paleontological jargon, is what
makes the study of crustaceans so exciting. Yet it is
also what makes deciphering the phylogeny of the
group and ordering them into some sort of coherent
classification so difficult. Because of the great age
of the group, extending back at least as far as the
early Cambrian and almost certainly beyond that,
there has been ample time for endless experimen-
tation with form and function. The result of these
many millions of years of evolution is quite daz-
zling. The current estimate of the number of de-
scribed species is approximately 52,000 (Land,
1996; Monod and Laubier, 1996). This estimate is
surely on the low side, as a recent estimate of the
' Natural History Museum of Los Angeles County, Re-
search and Collections, Department of Invertebrate Zo-
ology, 900 Exposition Boulevard, Los Angeles, California
90007
Email: jmartin@nhm.org and gdavis@nhm.org
number of living species of ostracodes alone is
10,000 to 15,000 (K. Martens, pers. comm., and
discussions on the electronic ostracode listserver
OSTRACON@LISTSERV.UH.EDU) and Kensley
(1998) has estimated more than 54,000 for the reef-
associated peracarids. Among the Metazoa, the es-
timate of 52,000 species places crustaceans fourth,
behind insects, molluscs, and chelicerates, in terms
of overall species diversity. But morphological di-
versity (disparity) is higher in the Crustacea than in
any other taxon on Earth. There are probably few
other groups of animals (squids come to mind be-
cause of Architeuthis) in which the difference in
maximum size of adults can be a factor of 1,000.
The known size of crabs now ranges from a max-
imum leg span of approximately 4 m in the giant
Japanese spider crab Macrocheira kaempferi and a
maximum carapace width of 46 cm in the giant
Tasmanian crab Pseudocarcinus gigas (as cited in
Schmitt, 1965) to a minimum of 1.5 mm across the
carapace for a mature ovigerous female pinnoth-
erid, Nannotheres moorei, the smallest known spe-
cies of crab (Manning and Felder, 1996). An ovig-
erous hermit crab (probably genus Pygmaeopagu-
rus) with a shield length of only 0.76 mm taken
from dredge samples in the Seychelles (McLaughlin
and Hogarth, 1998) might hold the record for deca-
pods, and of course much smaller crustaceans exist.
Tantulocarids, recently discovered parasites found
on other deep-sea crustaceans, are so small that
they are sometimes found attached to the aesthe-
tascs of the antennule of copepods; the total body
length of Stygotantulus stocki is only 94 wm “from
tip of rostrum to end of caudal rami” (Boxshall and
Huys, 1989a:127). In terms of biomass, that of the
Antarctic krill Euphausia superba has been esti-
mated at 500 million tons at any given time, prob-
ably surpassing the biomass of any other group of
metazoans (reviewed by Nicol and Endo, 1999). In
terms of sheer numbers, the crustacean nauplius
has been called “the most abundant type of multi-
cellular animal on earth” (Fryer, 1987d). Crusta-
ceans have been found in virtually every imaginable
habitat (see Monod and Laubier, 1996), have been
mistaken for molluscs, worms, and other distantly
related animals, and continue to defy our attempts
to force them into convenient taxonomic group-
ings. Indeed, there is still considerable debate over
whether the group is monophyletic (see below).
Not surprisingly, the history of crustacean clas-
sification is a long and convoluted one. A summary
of that history is well beyond the scope of this pa-
per, and the reader is referred to the following pub-
lications as some of many possible starting points:
Schram (1986); Fryer (1987a, c); Dahl and Strém-
berg (1992); Spears and Abele (1997); Rice (1980);
Schram and Hof (1998); Monod and Forest (1996);
and papers in the edited volumes The Biology of
Crustacea (1982-1985; D. E. Bliss, editor-in-Chief)
(especially volume 1); Crustacean Issues (F. R.
Schram, general editor); Arthropod Fossils and
Phylogeny (G. D. Edgecombe, editor); Traité de
Zoologie (P.-P. Grassé, series editor; J. Forest, crus-
tacean volumes editor); and the Treatise of Inver-
tebrate Paleontology (R. C. Moore, editor) (a re-
vision of this last work is currently underway). De-
spite the long history of studies on Crustacea, in
many ways, we are just beginning our journey. New
and significant finds continue to delight and sur-
prise the student of the Crustacea. In the last two
decades, the newly discovered taxa Remipedia,
Tantulocarida, and Mictacea, as well as beautifully
preserved fossils from the “Orsten” fauna of Swe-
den, are some of the more obvious examples. An-
other striking example of how little we know about
crustaceans is the relatively recent discovery of an
entirely new phylum of animal life, the Cycliophora
(Funch and Kristensen, 1995; Winnepenninckx et
al., 1998), found living on the mouthparts of the
Norway lobster Nephrops norvegicus, a species of
commercial importance that is encountered often in
European restaurants.
The 1982 classification of the Recent Crustacea
by T. E. Bowman and L. G. Abele, in turn based to
2 HM Contributions in Science, Number 39
a large extent on that of Moore and McCormick
(1969), was a benchmark compilation that has
been of tremendous use to students of the Crusta-
cea. In that classification, the extant crustaceans
were divided among 6 classes, 13 subclasses, 38 or-
ders, and 652 families. Although it was recognized
by Bowman and Abele and other workers in the
field, even at the time of publication, that the clas-
sification was intended to be little more than a stop-
gap measure, it has continued to be employed in
many major treatments of crustaceans (e.g., Barnes
and Harrison, 1992; Young, 1998) and has widely
influenced the study of crustaceans since its ap-
pearance. Subsequent to the appearance of the
Bowman and Abele (1982) classification, a large
number of new families and even some higher level
taxa have been described. Indeed, our current list
includes 849 families, an increase of 197 families
over the Bowman and Abele (1982) classification.
Thus, an argument could be made that an updated
classification is warranted on the basis of the in-
creased number of new families alone. A more
compelling reason is that several major treatises
have appeared that offer substantially different ar-
rangements of those taxa and that many exciting
areas of phylogenetic research and improved meth-
odology have contributed significantly to our un-
derstanding of the relationships within the Crusta-
cea and of the Crustacea to other arthropod
groups.
While attempting to arrange the collections at the
Natural History Museum of Los Angeles County,
the second largest collection of crustaceans in the
United States, we decided to update the Bowman
and Abele (1982) classification by simply inserting
the taxa described since that time. This proved to
be a more difficult task than we originally envi-
sioned. In part this was because the number of new
taxa was larger than we first thought. And, in part,
it was because there have been so many suggestions
for new arrangements and groupings of crustacean
assemblages, and we wanted to reflect some of the
recent thinking in crustacean phylogeny in the ar-
rangement of our museum’s collection. At about the
same time, we announced a World Wide Web prod-
uct (http://www.nhm.org/cbs/) called the Crusta-
cean Biodiversity Survey (Martin, 1996). The Sur-
vey was designed to allow workers from anywhere
in the world to add information at a variety of lev-
els to a database on crustacean biodiversity. The
currently proposed classification is one result of
that survey.
Lines have to be drawn at certain times in order
to attain some level of completion. We received the
suggestion from several workers to take the classi-
fication down to the level of subfamily; one worker
even suggested we include a list of all known genera
for each family. Others suggested that we provide
a clear diagnosis and/or characters that distinguish
each taxon or at least each major clade. Although
these additions would undoubtedly be extremely
helpful, for what we hope are obvious reasons, we
General Introduction
did not want to attempt it. We are also aware that
there are a number of works in progress that will
have a bearing on our understanding of the classi-
fication of Crustacea (future volumes of the Traité
de Zoologie [J. Forest, editor] and the ongoing re-
vision of the Crustacea sections of the Treatise on
Invertebrate Paleontology [edited by R. L. Kaesler,
University of Kansas] are examples of works we
have not yet seen). However, the field is moving
rapidly, and we felt that there was more merit to
publishing what we have than in waiting for addi-
tional analyses and publications to appear. We are
also aware of the relatively recent suggestions to
replace Linnaean hierarchical taxonomy and clas-
sification with a more phylogenetically based sys-
tem. A brief review by Milius (1999, Science News,
vol. 156: 268) outlines the controversy as presented
at the International Botanical Congress meetings in
St. Louis (see also de Queiroz and Gauthier, 1994;
Hibbett and Donoghue, 1998; Cantino et al., 1999;
Cantino, 2000; Nixon and Carpenter, 2000; Meier
and Richter, 1992; and the web site for the
PhyloCode at www.ohiou.edu/phylocode/). Some
authors have even advocated doing away with spe-
cies names as a supposedly logical consequence of
using phylogenetic taxonomy (e.g., Pleijel and
Rouse, 2000). However, we have retained a more
classical approach for now.
METHODS
To arrive at the present classification, we began by
incorporating all of the changes or rearrangements
of which we were aware. Mostly, because of our
own taxonomic interests and the strengths of the
Crustacea collection of the Natural History Muse-
um of Los Angeles County, this meant the changes
or updates within the Decapoda and Branchiopoda.
In addition, we scanned the following journals
from 1982 until the present: Crustaceana, Journal
of Crustacean Biology, Proceedings of the Biologi-
cal Society of Washington, Smithsonian Contribu-
tions in Zoology, Contributions in Science of the
Natural History Museum of Los Angeles County,
Researches on Crustacea (now Crustacean Re-
search), and Journal of Natural History. Knowing
that these journals would not provide a complete
account of the many changes and additions sug-
gested since 1982, we then endeavored to solicit the
input of a large number of crustacean systematists
from around the world. Any measure of complete-
ness is due to the considerable help and input given
by these workers (Appendix II). At the same time,
we accept the responsibility and inevitable criticism
that any such undertaking generates, as final deci-
sions were made by us.
After incorporating comments received from the
first mailing of the updated classification, we again
sent the classification back to the same carcinolo-
gists and also to several other workers whose
names had been suggested to us. Finally, in a third
mailing, we asked those same workers (again, with
Contributions in Science, Number 39
some new names added to the list) to send us ad-
ditional corrections and also their comments, sup-
portive or otherwise, concerning the resulting clas-
sification, with the promise that we would try to
publish these comments verbatim as Appendix I. In
this way, we hope to point out areas of disagree-
ment and existing controversies in the “current”
classification such that future workers will know
that what is presented here as a classification is
merely a suggested starting point and that there is
considerable room for improvement.
Not all workers responded. Some responded only
to the first mailing, others only to the second or
third. And of course not all persons listed in Ap-
pendix II received all three of the mailings. It is
important to note that the listing of a name in Ap-
pendix II does not necessarily imply agreement with
the new classification, regardless of whether a dis-
senting opinion has been offered. We also received
a large number of positive comments and letters of
encouragement.
The present classification will not be accepted by
all current workers and is sure to be considered
obsolete almost immediately. Yet we have found the
Bowman and Abele (1982) classification to be of
such help, in everything from organizing our mu-
seum collections to searching for taxa with which
we are unfamiliar, that we hoped to provide a sim-
ilar and updated tool that would be of at least some
usefulness for students of the Crustacea.
As concerns the authorship of this paper, it is
pertinent to note that G. E. Davis has been respon-
sible for the overall organization, tracking, and dis-
semination of information from the beginning of
this project. Thus, any and all errors or oversights
concerning the actual classification itself or con-
cerning the rationale behind the choices, the liter-
ature reviewed and cited, and the introductory text
are the responsibility of J. W. Martin.
NAMES, DATES, AND THE ICZN
The Introduction section of the fourth edition of
the International Code of Zoological Nomenclature
(ICZN, 1999:xix) states that the Code “does not
fully regulate the names of taxa above the family
group.” This is, as we understand it, an intentional
move designed to allow for some flexibility in es-
tablishing higher order taxa. Because of this flexi-
bility, there are different schools of thought for rec-
ognizing the names of higher taxonomic categories
and for crediting the names and dates of these high-
er taxa. One school of thought would advocate that
a different name (and thus a different person and
date) should be used each time the constituency of
the taxon is altered. Thus, for example, if the thal-
assinoid families are removed from the Anomura,
then we should no longer use the term Anomura
(or use it in a newly restricted sense) to describe the
remaining (nonthalassinoid) members of that as-
semblage. Using another example, if we persist in
keeping the taxon name Eumalacostraca and yet
General Introduction Hf 3
exclude the hoplocarids (stomatopods) from the
group, we should not credit the name to Grobben,
who originally coined the name but considered the
hoplocarids to be within the Eumalacostraca. Such
changes seem to us to detract considerably from
stability and can result in a plethora of new names
being proposed for major taxa that essentially have
changed very little. An example might be the Ache-
lata of Scholtz and Richter (1995), proposed for
what is essentially the Palinura if the family Poly-
chelidae is removed.
The second school of thought maintains that sta-
bility is perhaps more valuable than strict accuracy
and that there is no need to change (for example)
the name Isopoda simply because the tanaidaceans
were once included but have since been removed,
or to discontinue use of Eumalacostraca because
the stomatopods have been removed, or to change
the Anomura to Anomala because the thalassinoids
have been removed. The latter example was dis-
cussed at length by McLaughlin (1983b), who orig-
inally advocated using the term Anomala, rather
than Anomura, for this reason. Later, McLaughlin
and Holthuis (1985) argued for stability and for
maintaining the use of the familiar name Anomura.
For these reasons, and because the Code reminds
us in the Introduction (ICZN, 1999) that “nomen-
clatural rules are tools that are designed to provide
the maximum stability compatible with taxonomic
freedom,” we side with the second school of
thought. Certainly, at lower taxonomic levels, we
would never advocate changing the name of a fam-
ily or genus because of the transfer or synonymy of
a single species, and similarly we are hesitant to do
away with well-established higher names because
their constituency has been slightly altered. Thus,
for the most part, we have tended to retain a well-
recognized taxonomic name in favor of a new one
that differs slightly in its composition.
Another area of controversy is in the crediting of
higher taxon names to the original author of the
group vs. crediting them to the first person to use
the name in its new, higher, context. For example,
the ostracode family Darwinulidae is usually cred-
ited to Brady and Norman (1889). These authors
did not use it to describe any higher taxon, and it
was Sohn (1988) who first established the suborder
Darwinulocopina (based on this family). Should we
refer to the Darwinulocopina Brady and Norman
or to the Darwinulocopina Sohn? The ICZN offers
some guidelines for resolution of this problem at
lower levels via article 50.3.1 (ICZN, 1999:53).
This article states that “the authorship of the name
of a nominal taxon within the family group, genus
group or species group is not affected by the rank
at which it is used.” This clearly applies only to
those mentioned taxonomic levels, and so it does
not necessarily need to be invoked for the name of
a family that has been elevated to the rank of su-
perfamily (or higher). However, in an attempt to be
as consistent as possible, Dr. Lipke Holthuis (who
not only is one of the most prolific writers on crus-
4 HB Contributions in Science, Number 39
tacean systematics in history but also has served on
the International Commission of Zoological No-
menclature) has suggested that we extend that rec-
ommendation to higher levels for those cases where
it was clear to us that the higher taxon had been
based on a lower one. Thus, in the above example
where the family Darwinulidae has been elevated
to superfamily and even to suborder, we might con-
tinue to recognize Brady and Norman as the author
of both of those higher taxa. Holthuis (1993a) also
mentioned ICZN Article 36a (now 36.1), and as an
example cited the fact that the “family name Palae-
monidae, subfamily name Palaemoninae and the
superfamily Palaemonoidea, all have as the author
Rafinesque, 1815.” The Editorial Preface to the
Treatise on Invertebrate Paleontology (Moore,
1969:xi-xxxvi) stated this in a slightly different
way, and we quote from it:
All family-group taxa having names based on the same
type genus are attributed to the author who first pub-
lished the name for any of these assemblages, whether
tribe, subfamily, or family (superfamily being almost
inevitably a later-conceived taxon). Accordingly, if a
family is divided into subfamilies or a subfamily into
tribes, the name of no such subfamily or tribe can an-
tedate the family name. Also, every family containing
differentiated subfamilies must have a nominate (sensu
stricto) subfamily, which is based on the same type ge-
nus as that for the family, and the author and date set
down for the nominate subfamily invariably are iden-
tical with those of the family, without reference to
whether the author of the family or some subsequent
author introduced subdivisions.
The negative side to following this advice (in the
above case, using the taxon names Darwinulidae
Brady and Norman and also Darwinulocopina Bra-
dy and Norman) is that some “bibliographic” and
historical information is lost. The reader will know
the original source of the name but will have a very
difficult time discovering who first employed that
name as a superfamily, suborder, or higher taxon
and when this was first done. Using the name “Dar-
winulocopina Sohn, 1988” is therefore more infor-
mative, if not strictly in keeping with ICZN 50.3.1.
Holthuis (1993a) was aware of this as well, stating:
“One could, in keeping with the rules for the family
names, consider the authors of the family name to
be at the same time the author of the name of these
higher categories, but it seemed more logical to cite
as their author the first zoologist who used such a
name for a category above the family group level.”
There are also cases in which the higher taxon was
clearly used and described separately, by different
authors, rather than being an “elevation” of a fam-
ily name. For example, within the Peracarida, the
family Mictocarididae is correctly credited to Bow-
man and Iliffe (1985), whereas the order Mictacea
is credited to Bowman et al. (1985), who estab-
lished the order in a companion paper in the same
issue of the journal. For these reasons, the choice
of author and date following a taxonomic name
might at first seem arbitrary, but we have endeav-
General Introduction
ored to credit the person or persons who first used
that name in its new (higher) context when this in-
formation was known to us. In other instances
where we were unsure or where we could not per-
sonally check the original literature, we have em-
ployed the oldest known name and date, more in
keeping with the suggestion by Holthuis (pers.
comm.) to extend ICZN 50.3.1 to higher catego-
ries. Thus, the present classification, like many oth-
ers before it, is something of an unfortunate mix of
“rules” used to credit authors and dates with the
establishment of taxa. M. Grygier (pers. comm.) in-
forms us that the above discussion is slightly mis-
informed in that the term “family group” explicitly
includes superfamilies (ICZN article 35.1), such
that the real difficulty should be only at the level of
suborder (or any level above that of superfamily).
One of the specific suggestions we received from
several workers was a plea to credit Latreille (1803)
for a large number of higher level crustacean taxa
(we had used the date 1802 in earlier editions of
the classification). These taxa include Ostracoda,
Malacostraca, Gammaridae (and thus Gammari-
dea), Oniscidea (and thus Oniscoidea), Astacidea
(and thus Astacoidea), Palinura, Paguroidea, Bra-
chyura, Squilloidea, and many more. Our choice of
1802 instead of 1803 is based on the following in-
formation quoted from a letter we received from L.
Holthuis (pers. comm., 13 July 1998) referring to
an earlier draft of our classification:
Some of Latreille’s names proposed in his Histoire na-
turelle générale et particuliére des Crustacés et des In-
sectes, vol. 3... have been cited with the year 1802
... others have the year 1803. The year of publication
of vol. 3 of Latreille’s work was studied by the best
authority on Latreille, namely C. Dupuis, who in 1975
(Bulletin of Zoological Nomenclature, 32: 4) stated
that this vol. 3 was published after April 1802 and be-
fore 6 November 1802, thus definitely in 1802. There-
fore all the author’s names ‘Latreille, 1803’ should be
changed to ‘Latreille, 1802.’
Similarly, unless we had fairly convincing evi-
dence to the contrary, in those cases where we were
faced with a choice of different dates (which usu-
ally, although not always, meant also different au-
thors, such as White, 1850 vs. Dana, 1853 vs. Har-
ger, 1879, all suggested to us by different workers
as the correct author/date of the isopod family Lim-
noriidae) for the establishment of a taxon, we went
with the earliest date. In this particular example, at
least, it proved the correct choice, as White (1850)
is indeed the author of the family Limnoriidae (G.
Poore, pers. comm.).
Finally, we wish to caution readers that we have
not been able to research each name to the degree
that we would have liked, and we have depended
instead upon the many contributors (not all of
whom were in agreement). Consequently, we would
advise any user of this (or any other) classification
to take the time necessary to research carefully the
history of each taxonomic name for his- or herself,
which, because of the sheer number of names in-
Contributions in Science, Number 39
volved in this project, we simply were not able to
do.
CLADISTICS AND CLASSIFICATION OF THE
CRUSTACEA
Ideally, a classification should accurately reflect the
phylogenetic history of the group. We are very
much in favor of following rigorous cladistic anal-
yses wherever possible, and some of the newly pro-
posed classification reflects phylogenetic hypotheses
based on cladistic analysis of morphological and/or
molecular data. However, saying that we favor
classifications based on rigorous cladistic methods
is not the same as saying that any cladistic analysis
is more correct than every preceding hypothesis of
crustacean phylogeny. We wish to state this more
clearly so that there can be no mistaking our mean-
ing: A phylogeny is not correct simply because it
was generated using cladistics. This somewhat ob-
vious point is quite often overlooked. The advan-
tage that cladistics imparts is the objective use of
synapomorphies to define clades. Cladistics is a
powerful tool, and, like all such tools, it must be
wielded carefully. And, as with any other tool, there
is never any guarantee that the result is “correct.”
We received numerous suggestions that we employ
a “more cladistic” approach to our new classifica-
tion. For many crustacean assemblages, there have
been no proposed phylogenies, cladistic or other-
wise. For other groups, although cladistic methods
may have been used, there are no published or ac-
cessible data for confirmation of the results, and/or
the proposed phylogenies are in stark contrast with
large literatures on fossil, morphological, develop-
mental, or molecular studies of these taxa, making
them, at least to us, suspect. Two taxa that dem-
onstrate this problem are the Maxillopoda and the
Decapoda, for which some of the most vocal pro-
ponents of cladistic approaches gave us quite dif-
ferent suggestions for the classification, all suppos-
edly based on rigorous cladistic analyses of “good”
data. Similar frustration concerning recent attempts
to cladistically analyze fossil arthropods is ex-
pressed by Fryer (1999c). More troubling still is
that there are other cladistic analyses of which we
are aware, and that appear to be based on solid
evidence, that we could not follow completely be-
cause to do so would have orphaned large numbers
of families. For example, we do not doubt the rev-
elation by Cunningham et al. (1992) that king crabs
of the family Lithodidae are actually nested within
one clade of hermit crabs (but see McLaughlin and
Lemaitre, 1997, 2000, for a dissenting opinion).
But there are other clades of hermits and other spe-
cies of lithodids that were not part of this study,
and we hesitated to make sweeping changes before
all evidence is in. Another example concerns drom-
iacean crabs, traditionally placed among the lower
Brachyura but whose larvae appear distinctly ano-
muran. The molecular analysis of Spears et al.
(1992) grouped at least one dromiid with the An-
General Introduction Hi 5
omura rather than the Brachyura—but does this
hold for all crabs in the former Dromiacea? Thus,
we have in some instances knowingly presented
groupings for which contrary evidence exists for at
least some of the constituent taxa. We have tried to
mention all such areas in the text of the Rationale
section that follows. Several workers noted this
problem and suggested that perhaps no classifica-
tion should be attempted until such time that we
have better supported phylogenetic analyses in
hand for all (or at least most) crustacean groups.
There is merit to this argument. But in keeping with
our original goal of updating a classification of the
entire assemblage to benefit students who wish to
view the overall picture of crustacean diversity, we
felt that waiting would not improve the situation.
An additional practical problem faced by the stu-
dent wishing to construct a cladistically based clas-
sification is the very real difficulty of representing
complex relationships in a two-dimensional classi-
fication. To accurately depict all of the branching
relationships and show all of the sister groupings
would necessitate a rather large number of addi-
tional taxonomic categories. One proposed solu-
tion is to simply indent the families in the list (with-
out creating additional names for groupings) to im-
ply the relationships. But even this is difficult when
dealing with the number of families in, for example,
the gammaridean amphipods or the harpacticoid
copepods. Another proposed solution is to com-
pletely abandon Linnaean hierarchical classifica-
tions in favor of a more phylogenetically based sys-
tem (e.g., see Milius, 1999; Cantino et al., 1999).
We feel that, in many cases, a “standard” classifi-
cation—that is, a simple list of families—still serves
a purpose for those taxa where the phylogeny re-
mains uncertain (which is nearly every group of the
Crustacea) in that it at least allows recognition and
placement within well-defined higher groups for be-
ginning students. Thus, while very much in favor
of the application of cladistic methodology and of
the construction of classifications based on these
methods whenever possible, we have had difficul-
ties in trying to arrive at a sensible or useful way
of depicting these relationships to the beginning
student of carcinology. Consequently, to many
readers, our current arrangements and “lists” of
families will appear old fashioned and unsatisfac-
tory.
The number of phylogenetic studies on the Crus-
tacea has risen dramatically since Bowman and
Abele’s (1982) classification. Christoffersen (1994:
135) estimated that 123 cladistic analyses of crus-
taceans had appeared in print as of the end of 1992,
and that number has increased dramatically since
then. Reasons for the increase include improved
methods of computation and the availability of cla-
distic programs, such as PAUP, McCLADE, and
HENNIG 86, in addition to the growing accep-
tance of cladistics as a preferred way of thinking
about and depicting crustacean relationships and
relationships of all other groups as well (see papers
6 Hf Contributions in Science, Number 39
cited in Nielsen, 1995, and Nielsen et al., 1996).
Recent phylogenetic software is reviewed by Eer-
nisse (1998), and a list of phylogenetic programs
by categories is provided on J. Felsenstein’s “Phy-
logenetic Programs” web site at http://evolution.
genetics.washington.edu/phylip/software.html#
methods. The fact that cladistics is almost routinely
employed in studies of crustacean relationships to-
day can be credited largely to the efforts of F. R.
Schram (e.g., see Schram, 1983a, and papers there-
in; Schram, 1986; Schram and Hof, 1998). Al-
though it is beyond the scope of this project to re-
view the many cladistic analyses of crustacean
groups that have appeared since 1982, we list be-
low a few of the more salient papers that treat crus-
taceans above the level of family, with the hope that
this might form something of an introduction to the
literature for students of crustacean phylogeny. The
list is not intended to be exhaustive. Instead, we
hope it alerts readers to the fact that very little is
settled with regard to crustacean relationships and
classification and to the fact that cladistic thinking
has profoundly affected our understanding of crus-
tacean relationships.
In alphabetical order within chronological order,
these works include: Briggs (1983, Cambrian ar-
thropods and crustaceans [see also Briggs and
Whittington, 1981]), Grygier (1983a, b, maxillo-
podans), Sieg (1983a, tanaidaceans), Takeuchi
(1993, caprellidean amphipods), Wheeler et al.
(1993, arthropods including crustaceans), Ho
(1984, nereicoliform copepods), Schram (1984a,
Eumalacostraca; 1984b, Syncarida), Martin and
Abele (1986, anomuran decapods), Schram (1986,
all crustacean groups), Christoffersen (1986, 1987,
caridean shrimp), Grygier (1987a, b, maxillopo-
dans), Pires (1987, peracarids), Christoffersen
(1988a, b, caridean shrimp), Miller and Walossek
(1988, Maxillopoda), Abele et al. (1989, pentas-
tomids), Boxshall and Huys (1989a, maxillopo-
dans), Briggs and Fortey (1989, Cambrian arthro-
pods including crustaceans), Christoffersen (1989,
caridean shrimp), Schmalfuss (1989, oniscidean
isopods), Brusca and Brusca (1990, all crustacean
groups), Christoffersen (1990, Caridea), Ho (1990,
copepod orders), Kim and Abele (1990, decapods),
Walossek and Miller (1990, “stem line” crusta-
ceans), Abele (1991, decapods), Brusca and Wilson
(1991, isopods), Abele et al. (1992, maxillopodan
groups), Briggs et al. and Briggs and Fortey (1992,
Cambrian arthropods including crustaceans), Hgeg
(1992a, maxillopodans), Spears et al. (1992, bra-
chyuran crabs), Walossek and Miiller (1992, “or-
sten” fossil crustaceans), Wilson (1992, most major
extant groups), Kim and Kim (1993, gammaridean
amphipod families and amphipod suborders), Wal-
ossek (1993, branchiopods and Crustacea), Poore
(1994, thalassinideans), Spears et al. (1994, thecos-
tracan maxillopodans), Wagner (1994, peracarids),
Wilson (1994, janiroidean isopods), Glenner et al.
(1995, cirripedes), Scholtz and Richter (1995, deca-
pods), Bellwood (1996, calappid crabs), Humes
General Introduction
and Boxshall (1996, lichomolgoid copepods),
Moura and Christoffersen (1996, “mandibulate”
arthropods), Wilson (1996, isopods), Ahyong
(1997, stomatopods), Emerson and Schram (1997,
all arthropods), Hanner and Fugate (1997, bran-
chiopods), Spears and Abele (1997, several major
groups, review), Tshudy and Babcock (1997,
clawed lobsters), Tudge (1997b, anomurans), Wal-
ossek and Miller (1997, Cambrian crustaceans and
their bearing on crustacean phylogeny), Wheeler
(1997, arthropods including crustaceans), Wills
(1997, all Crustacea), Jenner et al. (1998, hoplo-
carids), Olesen (1998, conchostracans and cladoc-
erans), Schram and Hof (1998, all major groups,
extant and extinct), Shen et al. (1998, spelaeogri-
phaceans), Strausfeld (1998, crustacean neurologi-
cal features), Taylor et al. (1998, mysidaceans and
other peracarids), Tucker (1998, raninoid crabs),
Wheeler (1998, all arthropod groups), Wills et al.
(1998, fossil and extant arthropod groups), Almei-
da and Christoffersen (1999, pentastomids), Cum-
berlidge and Sternberg (1999, freshwater crabs),
Huys and Lee (1999, laophontoidean harpacticoid
copepods), Sternberg et al. (1999, freshwater
crabs), Olesen (1999b, leptostracans), Spears and
Abele (1999b, crustaceans with foliaceous limbs;
2000, branchiopods), Walossek (1999, major crus-
tacean groups), Edgecomb et al. (2000, all major
arthropod groups), Negrea et al. (1999, branchio-
pods), Shultz and Regier (2000, all major arthro-
pod groups), and Richter et al. (2001, cladocerans).
MOLECULAR SYSTEMATICS AND
CLASSIFICATION OF THE CRUSTACEA
Without doubt, the most exciting recent develop-
ments in our understanding of crustacean relation-
ships have been in the realm of molecular system-
atics and phylogenetics. Indeed, many of the cla-
distic papers mentioned in the previous section are
based on molecular sequence data, which essential-
ly were not available at the time of the Bowman
and Abele classification. Molecular systematic stud-
ies of arthropods have become so numerous that
Wheeler (1998) stated “the past decade has pre-
sented us with nearly annual molecular analyses of
Arthropoda.” For the Crustacea, most of this work
has been championed by the laboratories of L. G.
Abele and T. Spears at Florida State University and
C. W. Cunningham at Duke University. This field,
as well as the field of developmental genetics
(which we barely touch upon here), is growing and
changing at a phenomenal rate. Many of the early
studies were based on relatively small sequences, so
it is not terribly surprising that there have been
some published results that appear unreasonable
based on our knowledge of morphology, embryol-
ogy, paleontology, and other sets of characters. As
we refine our selection of which genes to target,
improve our ability to extract and align increasing-
ly larger sequences, and devise better computation-
al algorithms, we might begin to see more agree-
Contributions in Science, Number 39
ment between molecular results and more tradi-
tional views of crustacean phylogeny, or at least
results that are less ambiguous. Or we may not. As
Spears and Abele (1997) state in the conclusion to
their review paper on the use of 18S rDNA data in
crustacean phylogeny, “Regrettably, in the crusade
for understanding relationships among crustaceans
and other arthropod lineages, the rDNA data rep-
resent but a relic, and not the Holy Grail itself.”
Yet despite this sobering conclusion, Spears and
Abele (1997) were able to make some very strong
statements concerning at least some crustacean
taxa. For example, Branchiopoda, Copepoda, Po-
docopida, and Myodocopida are all clearly mono-
phyletic; the Malacostraca is clearly monophyletic
and includes the Phyllocarida (Leptostraca) (sup-
ported also by Shultz and Regier, 2000); Maxillo-
poda does not appear monophyletic (although cer-
tain groups within it seem to be united); etc.
There are, of course, known problems associated
with some of these approaches (as one early ex-
ample, see the responses by Nielsen and others
(1989) to the article by Field et al. (1988) entitled
“Molecular analysis of the animal kingdom”). Fryer
(1997) points out several papers that question the
results and/or validity of recent studies of arthro-
pod phylogeny based on molecular data; Wagele
and Stanjek (1995) make the point that alignment
alone can be responsible for serious discrepancies
in analyses of such data. And of course the history
of a particular gene might not accurately reflect the
phylogeny of the species containing that gene (e.g.,
see Brower et al., 1996; Doyle, 1997; Maddison,
1997; Page and Charleston, 1998). Unfortunately,
the branchiopod genus Artemia, which has been
used for more molecular comparative studies than
any other crustacean genus, is not the best choice;
Maley and Marshall (1998) note that “brine shrimp
[have] long been known to produce artifactual
groupings.” Lake (1990) admitted that arthropod
paraphyly as indicated in his analysis may be a re-
sult of long branch attraction caused by the inclu-
sion of Artemia and Drosophila; this problem was
mentioned also by Turbeville et al. (1991). It is also
disconcerting that, after so much money and effort
have been expended toward applying genetic data
to resolving the evolutionary roots of modern hu-
mans, we still do not have a clear answer. Whether
Homo sapiens arose from a single African source
200,000 years ago or “multiple groups in Africa
and elsewhere” at least a million years ago is still
hotly debated (see Bower, 1999). How, then, are we
expected to place confidence in what the molecules
are telling us about the evolution of crustaceans
when our efforts, in comparison, have been so lim-
ited? To summarize, we again quote Maley and
Marshall (1998): “To be confident in our hypoth-
eses of relationships among the animal phyla we
need to gather more DNA sequences, especially
from undersampled phyla; develop better methods
of DNA analysis on the basis of more realistic mod-
els of DNA evolution; and develop independent
General Introduction Hf 7
data sets using morphological, developmental, and
other molecular data to corroborate or falsify spe-
cific hypotheses or to combine in total-evidence
analyses.” Thus, just as we have not accepted all
cladistic analyses simply because they were cladis-
tic, we have incorporated molecular analyses with
caution because of perceived problems with some
of these studies. At the same time, there is little
question that these efforts, however preliminary
they may be, represent the first attempts to apply
“new” and objective data to the resolution of crus-
tacean phylogeny for the first time in some 200
years of study, and we look forward to continued
advances in this field.
Papers mentioned below are merely examples of
some of the more comprehensive or influential
works of which we are aware. As in the previous
section, we have included only those papers that
deal with “higher level” crustacean taxa or with the
relationships of crustaceans to other arthropods. In
alphabetical order within chronological order, these
papers include Abele et al. (1989, pentastomids,
rRNA), Kim and Abele (1990, decapods, 18S
rRNA), Abele (1991, decapods, 18s rRNA), Tur-
beville et al. (1991, arthropods including crusta-
ceans, 18S rRNA), Abele et al. (1992, maxillopo-
dans, 18S rDNA), Cunningham et al. (1992, lith-
odid and pagurid anomurans), Spears et al. (1992,
brachyuran crabs, 18s rRNA), Wheeler et al.
(1993, arthropods including crustaceans, 18S
rDNA, and polyubiquitin), Raff et al. (1994, review
of arthropod relationships [and other metazoan
groups] based on various genes), Spears et al.
(1994, thecostracans, 18S rDNA), Boore et al.
(1995, arthropods including crustaceans), Friedrich
and Tautz (1995, arthropods, 18S and 28S rDNA),
France and Kocher (1996, DNA sequencing of for-
malin-fixed crustaceans), Wray et al. (1996, 6 mi-
tochondrial and 2 nuclear genes), Eernisse (1997,
arthropods [including crustaceans] and annelids,
18S rRNA), Hanner and Fugate (1997, branchio-
pods, 12S rDNA), Regier and Schultz (1997, major
arthropod groups, two nuclear genes), Spears and
Abele (1997, all crustacean groups, 18S rDNA),
Wheeler (1997, most arthropod groups), Boore et
al. (1998, crustaceans and insects, gene transloca-
tions), Colgan et al. (1998, arthropods including
crustaceans, histone H3 and U2 snRNA), Min et
al. (1998, arthropods, 18S rDNA), Regier and
Schultz (1998a, b, arthropods, amino acid sequence
of EF-1a), Schwenk et al. (1998, cladocerans, 16S
rDNA), Wheeler (1998, arthropods [including crus-
taceans], 18S and 28S rDNA), Braga et al. (1999,
copepods, 16S and 28S rRNA), Morrison and Cun-
ningham (1999, anomurans, mitochondrial gene re-
arrangements), Spears and Abele (1999b, crusta-
ceans with foliaceous limbs, 18S rDNA), Crandall
et al. (2000, Astacidea, 18S, 28S, and 16S rDNA),
Edgecomb et al. (2000, arthropods including crus-
taceans, histone H3 and U2 snRNA sequences), Gi-
ribet and Ribera (2000, all arthropod groups, 18S
and 28S rDNA), Harris et al. (2000, barnacles, 18S
8 Hi Contributions in Science, Number 39
rDNA), Jarman et al. (2000, malacostracans, 28S
rDNA), Perl-Treves et al. (2000, thecostracans, 18S
rDNA), Remigio and Hebert (2000, anostracan
branchiopods, 28S and 16S rDNA), Spears and
Abele (2000, branchiopods, 18S rDNA), Schubart
et al. (2000a, b, grapsoid crabs, 16S rDNA), Shultz
and Regier (2000, arthropods, Ef-1a and Pol II),
Wilson et al. (2000, Malacostraca, mitochondrial
DNA and gene order), Mattern and Schlegel (2001,
oniscidean isopods, ssu rDNA), and Richter et al.
(2001, Cladocera, 12S rDNA). See also papers in
the symposium Evolutionary Relationships of
Metazoan Phyla organized by D. McHugh and K.
Halanych (1998, American Zoologist 38:813-982)
and the volume Arthropod Relationships edited by
R. A. Fortey and R. H. Thomas (1997).
DEVELOPMENTAL GENETICS AND
CLASSIFICATION OF THE CRUSTACEA
The relatively newly emerging field of developmen-
tal genetics needs to be mentioned here as well,
though we hasten to add that this field of study is
well beyond our area of expertise and that any at-
tempt at a synthesis would be premature. Recent
discoveries concerning especially homeotic (Hox)
genes and arthropod relationships are having a pro-
found influence on our understanding of crustacean
morphological plasticity and clearly will play an in-
creasingly important role in elucidating relation-
ships within Crustacea and among the various ar-
thropod groups. We include this brief section only
as a way to signal to the beginning student what is
surely to be an active field of research for many
years to come. Some of the recent papers in this
field with applications to crustacean classification
include (in alphabetical order) Akam (1998), Akam
et al. (1994), Arhat and Kaufman (1999), Averof
and Akam (1993, 1995a, b), Averof and Patel
(1997), Carroll (1995), Davidson et al. (1995), For-
tey and Thomas (1997), Grenier et al. (1997), Pan-
ganiban et al. (1995, 1997), Popadic et al. (1996),
Roush (1995), Scholtz (1995), Shubin et al. (1997),
and Williams and Nagy (1995) (some of which are
briefly reviewed in Brusca, 2000).
SPERM MORPHOLOGY AND
CLASSIFICATION OF THE CRUSTACEA
Yet another field of research that is improving our
understanding of crustacean relationships is the de-
scription and comparison of crustacean sperm,
termed “spermiocladistics” by Jamieson (1987,
1991a). While examination of crustacean sperm
morphology for systematic purposes is not new
(e.g., Koltzoff, 1906; Wingstrand, 1972, 1978,
1988; Grygier, 1981, 1982), recent work has em-
ployed ultrastructural characters that show more
promise for resolution of long-standing questions.
In the words of Tudge (1997b), the “use of sper-
matozoal ultrastructure in taxonomy and phyloge-
ny is now firmly established as a valid means of
investigating phylogenetic relationships in various
General Introduction
animal phyla.” For the Crustacea, these characters
have been invoked mostly for resolving relation-
ships within the Eumalacostraca. This work is be-
ing championed primarily by B. G. Jamieson and
C. Tudge and their colleagues. Some of the many
recent papers advocating sperm ultrastructural
characters in phylogeny are Guinot et al. (1994,
primitive crabs; 1997, freshwater crabs; 1998,
dromiacean crabs), Richer de Forges et al. (1997,
crabs), Jamieson (1989a, b, crabs; 1989c, stomato-
pods; 1990, primitive crabs; 1991a, overview of
crustacean sperm ultrastructure and phylogeny;
1991b, 1993, 1994, crabs), Jamieson et al. (1993a—
c, crabs; 19944. b, °1199571996,. 1997, crabs), Ja-
mieson and Tudge (1990, crabs), Jamieson, Tudge,
and Scheltinga (1993, primitive crabs), Jespersen
(1979, leptostracans), Grygier (1981, 1982, max-
illopodans), Storch and Jamieson (1992, pentasto-
mids), Tudge (1991, 1992, 1995, 1997a, b, 1999a,
b, anomuran decapods), Tudge et al. (1998a, lith-
odid crabs; 1998b, hydrothermal vent crabs), and
Tudge et al. (2000, mud-shrimp families; 1999, hip-
poid crabs). Many of these papers and their con-
tributions are discussed in the sections dealing with
the taxa in question.
Some of the revelations from the study of sperm
ultrastructure are not terribly surprising and in fact
support previous long-standing hypotheses of crus-
tacean relationships (e.g., peracarid unity; Jamie-
son, 1991a). Other results are more controversial
and include the alliance of the Remipedia with the
Maxillopoda on the basis of the shared “flagellate
condition” of their spermatozoon (Jamieson,
1991a) and placing the genus Lomis outside of, and
thalassinids within, the Anomura (Tudge, 1997a, b)
(in contrast with what Morrison and Cunningham,
1999, presented based on mitochondrial gene re-
arrangement data). [As an aside, the congruence be-
tween the phylogenetic diagrams of Jamieson
(1991a:111), based on sperm ultrastructure, and
Schram (1986), based on cladistic analysis of mor-
phological characters, is perhaps not so remarkable
as Schram and Hof (1998) suggest. Schram and
Hof (1998) refer to Jamieson’s figure and ask the
reader to “note the general correspondence with the
major classes as arranged in Fig. 6.1.A.” However,
Jamieson’s figure was in turn based on Schram
(1986) with a diagram of the spermatozoal ultra-
structure simply added to Schram’s tree; it is not an
independently derived phylogeny.] Continued use
of sperm ultrastructure in crustacean taxonomy
and systematics will almost certainly contribute sig-
nificantly to our understanding of crustacean phy-
logeny.
LARVAL MORPHOLOGY AND
CLASSIFICATION OF THE CRUSTACEA
The study of crustacean systematics and phylogeny
has involved larval characters from the very earliest
times. For many groups of crustaceans, a study of
systematic relationships is a study of the larvae, as
Contributions in Science, Number 39
these are often the only characters, or the best char-
acters, that we have. For example, it could be ar-
gued that, until recently, the history of studies in
barnacle phylogeny has been essentially a history
of comparisons of barnacle larvae, and to some ex-
tent this is true for many groups. For some taxa, in
particular the Facetotecta, the larvae are all that we
know; the adult has yet to be recognized or de-
scribed. The reverse is also true: there are still some
important groups of crustaceans (the class Remi-
pedia, for example) for which the larval forms have
never been identified. Many of the classic treat-
ments of crustacean larvae were published prior to
the Bowman and Abele (1982) classification and
were thus available for consideration by those au-
thors. The summary of crustacean larval diversity
published by Williamson in that same series of vol-
umes (Williamson, 1982) remains a good entry
point for the literature on crustacean larvae and
relationships based on larval characters.
In the years following the Bowman and Abele
(1982) classification, there have been additional
and significant treatments of crustacean larval char-
acters and phylogeny. Indeed, nearly every modern
publication that describes a larval stage includes at
least some comments on the applicability of the
findings to relationships within the group. The
study of larval crabs, in particular, has been a rich
source of new characters for postulating higher lev-
el relationships among the Brachyura (e.g., see
Rice, 1980, 1981, 1983, 1988; Martin, 1984,
1988; Martin et al., 1985; Felder et al., 1985, asa
few selected examples from a huge body of litera-
ture on crab relationships based on larvae and post-
larvae). Williamson (1988a, b) has proposed rather
drastic changes in our understanding of various
pleocyemate groups (particularly the position of the
dromiid crabs relative to anomurans and true
crabs, the placement of the mysidaceans within the
Eucarida, and the separation of palinurid lobsters
from other eucarids based on their bizarre larvae).
Grygier (1987a-c) and others have used larval
characters to explore maxillopod phylogeny; within
the Maxillopoda, the work of Dahms (e.g., Dahms,
1990) could be mentioned for advancing our un-
derstanding of copepod naupliar characters in phy-
logeny. Discoveries of fossilized larvae, in particular
papers on the “Orsten” fauna, have added new
characters and new insights into the evolution of
early crustaceans and “stem-line” crustaceans (e.g.,
see Miller and Walossek, 1985a, 1986b; Walossek,
1993, 1995; Walossek and Miller, 1990, 1997).
Walossek and Miller (1997) recognize the Ento-
mostraca, and exclude from the Crustacea the Pen-
tastomida, in part based on larval evidence.
We have tried to mention studies based on larval
characters (where they have a bearing on classifi-
cation at the family level or higher) under each
crustacean taxon. A recent review of larval diver-
sity (Harvey et al., in press) provides additional ma-
terial geared primarily for the beginning student of
carcinology.
General Introduction Hf 9
THE FOSSIL RECORD AND CLASSIFICATION
OF THE CRUSTACEA
No understanding of crustacean diversity and evo-
lution would be complete without knowledge of the
fascinating fossil history of the group. And many
exciting discoveries that bear on crustacean origins,
relationships, and classification have surfaced since
the Bowman and Abele treatment. A recent exam-
ple is the intriguing find of a serolid-like sphaero-
matoid isopod from the Solnhofen of Germany
(Brandt et al., 1999), pushing back the origin of
sphaeromatoid isopods to at least the Late Jurassic.
Although a thorough review of such discoveries is
beyond the scope of this report (see papers in Edge-
combe, 1998, and reviews by Delle Cave and Si-
monetta, 1991; Bergstrom, 1992; Schram and Hof,
1998; Walossek and Miiller, 1997, 1998; Wills,
1998; Wills et al., 1995; Fortey et al., 1997; Fryer,
1999c), we feel the need to mention especially the
stem and crown group crustaceans of the “Orsten”
fauna of Sweden (Orsten-type fossils have also been
found on other continents; see review by Walossek,
1999). These works include papers by Miller
(1982, Hesslandona; 1983, crustaceans with soft
parts), Miller and Walossek (1985, Skaracarida;
1986a, Martinssonia; 1986b, various arthropod
larvae; 1988, the maxillopod Bredocaris), Walossek
and Miller (1990, stem line crustacean concept;
1992, overview of the Orsten fauna; 1994, possible
pentastomids; 1997, 1998, overviews), Walossek
and Szaniawski (1991, Cambrocaris), Walossek et
al. (1994, possible pentastomids), and Walossek
(1993, 1995, the branchiopod Rehbachiella; 1999,
overview of Cambrian crustaceans). These publi-
cations include detailed descriptions of several new
taxa that have in many ways altered our view of
primitive crustaceans and the timing of crustacean
evolution.
The Burgess Shale crustaceans have been reex-
amined recently by Briggs et al. (1994), and the
remarkable fossil arthropods from the Lower Cam-
brian Chengjiang fauna of southwest China have
been summarized by Hou and Bergstrom (1991,
1997). Included in the Chengjiang fauna are no un-
equivocal crustaceans (Waptia being the only re-
mote possibility), but several fossils seem to have a
bearing on our understanding of crustacean evolu-
tion. Other recent studies of Chinese fossil crusta-
ceans have included papers on conchostracans (e.g.,
Shen, 1984, 1990; Zhang et al., 1990; see also Orr
and Briggs, 1999, for Carboniferous conchostra-
cans from Ireland), and Lower Cambrian crusta-
ceans are known from other sites around the world
as well (e.g., see Butterfield, 1994). Studies of bra-
doriid and phosphatocopid arthropods (once
thought to be ostracodes) (see Siveter and Williams,
1997) have even shed light on our understanding
of the evolution of the crustacean circulatory sys-
tem (Vannier et al., 1997). The phosphatocopids
are now thought to be close to the “stem-line” crus-
taceans (and possibly the sister taxon to Crustacea;
10 Mf Contributions in Science, Number 39
see Walossek, 1999) rather than relatives of any of
the crown-group crustaceans such as ostracodes or
maxillopods, which had been suggested previously
(e.g., see reviews by Walossek and Miller, 1992,
1998). At least two major groups, and possibly
many more unknown to us, remain enigmatic as to
whether they belong in the Crustacea or not: Thy-
lacocephala (see Pinna et al., 1982, 1985; Secretan,
1985 [as Conchyliocarida]; Rolfe, 1985, 1992;
Schram et al., 1999) and Cycloidea (see Schram et
al., 1997; Schram and Hof, 1998), although cy-
cloids were probably allied to the maxillopodans
(Schram et al., 1997). Schram and Hof presented,
as part of the Fourth International Crustacean Con-
gress (ICC-4) in Amsterdam, evidence that the Thy-
lacocephala are indeed crustaceans; they further
postulate the inclusion of the Thylacocephala in the
Thecostraca on the basis of the presence of lattice
organs. Their paper, entitled “At last: the Thyla-
cocephala are Crustacea,” was a late addition and
therefore is not included among the published ab-
stracts of the ICC-4 Congress, but since then, the
information has been submitted (Lange et al., in
press). However, Schram et al. (1999) are more
cautious and stopped short of declaring that thy-
lacocephalans were crustaceans. The Permian “py-
gocephalomorph” crustaceans and their relation-
ship to extant mysidaceans was examined recently
by Taylor et al. (1998). A thorough review of most
of the above contributions is presented by Schram
and Hof (1998). Many other papers on crustacean
fossils continue to add to our knowledge of the his-
tory of the group (e.g., Brandt et al., 1999, on the
Late Jurassic origin of sphaeromatoid isopods).
In light of these remarkable finds, it is under-
standable that a number of colleagues have sug-
gested, some rather strongly, that we incorporate
fossil taxa into the current classification. We have
opted not to do so, primarily because we are less
familiar with the fossil crustacean literature (and
with workers in that field) than we are with the
literature on extant groups. Thus, the opportunities
for us to inadvertently perpetuate or create errors
would have been much greater had we attempted
this task. Also, if the currently proposed classifica-
tion proves to have merit, it should not be difficult
for more paleontologically inclined carcinologists
to, at some point, add these fossil taxa to the ex-
isting framework. We hope that the classification is
of some use to paleontologists and that, at some
point, we can incorporate fossil taxa into this
scheme. Relatively recent lists of crustacean fossil
taxa can be found in Whatley et al. (1993, ostra-
codes) and Briggs et al. (1993, all other crustacean
groups) (both in M. J. Benton, editor, The Fossil
Record 2, Chapman and Hall, 1993). However,
since our knowledge (and time) is limited, we have
decided to include only extant taxa for now.
A NOTE ON THE APPENDICES
APPENDIX I. COMMENTS AND OPINIONS
After receiving and considering the input from var-
ious workers around the world, we then asked the
General Introduction
same persons to comment on the resulting product.
We did this for two reasons. First, many of the sug-
gestions we received were not incorporated, and we
wanted collaborators to have the opportunity to
express their disagreement. Reasons for not incor-
porating a particular suggestion were many and
ranged from simple disagreement on our part to
conflicting suggestions or corrections from noted
experts. Second, we wanted students of carcinology
to know where the major areas of disagreement lie
in our understanding of crustacean phylogeny and
classification. By pointing out areas where other ex-
perts in the field disagree with the current classifi-
cation, we hoped to avoid the impression that the
classification is accepted or agreed upon by some
consensus of crustacean taxonomists.
APPENDIX II: LIST OF CONTRIBUTORS
The list of persons to whom we sent either first,
second, or third drafts of the classification is given
in Appendix II. Some of those listed responded to
only one of our mailings; some responded to all
mailings; some workers did not respond at all. No
person on the list should be assumed to be in agree-
ment with the classification as a whole. Despite
these caveats, we felt that we should list all of the
Contributions in Science, Number 39
workers we attempted to contact to let readers
know the potential pool of expertise from which
we solicited input.
Because of the tremendous interest in the Crus-
tacea worldwide, the number of qualified workers
is much greater than this list indicates. Our decision
on whose input to solicit was more or less arbitrary,
based on our own knowledge of workers in the
field and on suggestions received as a result of the
first and second mailings. We apologize in advance
if, by omitting someone from one or more mailings,
we have inadvertently slighted anyone; such was
not our intent.
APPENDIX Il: OTHER CRUSTACEAN
RESOURCES
Finally, a list of other crustacean resources is pro-
vided to give the student of Crustacea an introduc-
tion to the large and ever growing number of crus-
tacean resources. The list includes crustacean-spe-
cific journals, newsletters of special interest groups
(e.g., Zoea, Ecdysiast, Monoculus, Anostracan
News, and Cumacean Newsletter), and URLs of
helpful crustacean-related sites on the World Wide
Web.
General Introduction Hf 11
RATIONALE
SUBPHYLUM CRUSTACEA
Many of the questions considered most pressing to-
day have been asked for well over 100 years: Are
crustaceans a monophyletic group? How many ma-
jor clades, or classes, are there? Which is the most
primitive class? What are the relationships among
the classes? We cannot attempt to answer all of
these questions here, but below we offer a brief ex-
planation of how and why we arrived at the current
classification. In most cases, we provide some ad-
ditional information under the heading for each of
the various taxa (each of which is treated later). For
more in-depth discussions of the complex history
of attempts to classify the Crustacea, we refer the
reader to the following publications: Moore and
McCormick (1969), Schram (1986), Spears and
Abele (1997), Schram and Hof (1998), and espe-
cially Monod and Forest (1996).
Are Crustaceans a Monophyletic Group?
The question of crustacean monophyly, the place of
the Crustacea within the Arthropoda, the question
of arthropod monophyly, and the relationships
among the many arthropod and crustacean groups
have been reviewed by several recent workers (see
especially Boore et al., 1995; Friedrich and Tautz,
1995; Telford and Thomas, 1995; Raff et al., 1994;
Fortey et al., 1997; Regier and Shultz, 1997,
1998b; Wheeler, 1998; Shultz and Regier, 2000;
Edgecomb et al., 2000). Broader questions concern-
ing whether crustaceans and other arthropods be-
long in a phylum or larger clade called the Ecdy-
sozoa (see Garey et al., 1996; Aguinaldo et al.,
1997) are reviewed by Schmidt-Rhaesa et al. (1998)
and Garey (2000). We have not attempted to ad-
dress either of these issues (that is, the relationship
of crustaceans to other arthropods or the relation-
ships within the Ecdysozoa) and instead refer the
reader to the following publications and the papers
cited therein. Wheeler et al. (1993) presented a
combined analysis of morphological and molecular
data that strongly supported arthropod monophyly,
and this view was strengthened by Wheeler (1998).
Lake (1990) suggested arthropod paraphyly, while
Fryer (1997) presents several arguments in favor of
arthropod polyphyly. Strausfeld (1998) depicts in-
sects and crustaceans (both of which he feels may
be paraphyletic) as sister groups on the basis of
neuroanatomical data. Preliminary work on the
neurogenesis of compound eyes supports common
ancestry for crustaceans and insects as well (e.g.,
see Harzsch and Walossek, 2001, and references
cited therein). Friedrich and Tautz (1995) support
both arthropod monophyly and a crustacean-insect
sister group arrangement with DNA sequence data,
as do Boore et al. (1995, 1998), using mitochon-
drial gene rearrangement data, and Wilson et al.
(2000), comparing the complete mitochondrial ge-
12 Hi Contributions in Science, Number 39
nome of a malacostracan with that of Drosophila.
Regier and Schultz (1997, 1998a, b) also ques-
tioned crustacean monophyly (their 1997 title sug-
gests crustacean polyphyly) based on EF-la and
RNA polymerase II (Pol II); however, their results
were somewhat ambiguous, as there were no
strongly supported nodes, and support for a basal
Malacostraca was not high (J. Regier, pers. comm.).
Regier and Shultz also suggested (1997, 1998b), as
had other workers, that branchiopod crustaceans
may be more closely related to other arthropod
groups (hexapods and myriapods) than they are to
malacostracan crustaceans, although this too did
not have strong node support (what was strongly
supported was that branchiopods, and indeed all of
our six classes of crustaceans, grouped with hexa-
pods to the exclusion of myriapods, arguing against
the concept of the “Atelocerata” (hexapods + myr-
iapods); see also Popadic¢ et al., 1996, and Shultz
and Regier, 2000). Another way of stating this is
that, if crustaceans are not monophyletic, then the
group that breaks them up is the Hexapoda and
not myriapods or chelicerates or groups outside Ar-
thropoda. The emerging field of developmental bi-
ology (see references cited in the earlier section on
developmental genetics and crustacean classifica-
tion) also provides evidence that crustaceans and
insects are closely linked. Brusca (2000) nicely sum-
marizes the history of the controversy and the dis-
parate data sets. Two recent volumes address these
questions by way of collections of edited papers:
Fortey and Thomas (1997, Arthropod Relation-
ships, Chapman and Hall) and Edgecombe (1998,
Arthropod Fossils and Phylogeny, Columbia Uni-
versity Press).
In the introduction to the latter volume, Edge-
combe notes that “the monophyly of Crustacea is
endorsed in every chapter that investigates the is-
sue” (see also Edgecomb et al., 2000). Yet there
remains some doubt. We have found it advanta-
geous, at least for the project at hand, to treat the
group as monophyletic. We also note that there is
an abundance of fossil, morphological, and molec-
ular data that support this view. The “crown-” vs.
“stem-group” approach as detailed by Walossek
and Miller (1990, 1998) is worth noting in this
regard; those authors consider the Crustacea mono-
phyletic and give several morphological characters
that uniquely define the group, while at the same
time they present interesting information on “stem-
line crustaceans,” crustacean-like arthropods that
are not members of the crown group (their “Eu-
crustacea”) but that share at least some features
with true crustaceans. Other workers have argued,
some with more data than others, that the Crusta-
cea is paraphyletic (e.g., Moura and Christoffersen,
1996; Garcia-Machado et al., 1999; Wilson et al.,
2000) or polyphyletic (e.g., Averof and Akam,
1995a, b) or that the question is, at best, unre-
Rationale
solved (e.g., Regier and Schultz, 1997, 1998a, b;
Shultz and Regier, 2000), and we would be remiss
not to mention these dissenting opinions. Further
arguments for or against the monophyly of the
Crustacea (and also Arthropoda) can be found in
the reviews by Brusca (2000) and Giribet and Ri-
bera (2000).
Our treatment of the Crustacea as a subphylum
(of the Arthropoda) is therefore somewhat arbi-
trary. Arguments could be (and have been) made
for recognizing the group as a distinct phylum, and
some workers refer to the Crustacea as a superclass
or class. Our choice of subphylum allowed us to
use classes within the group, which to us was more
manageable. Treating the Crustacea as a subphy-
lum implies monophyly of the Arthropoda. Al-
though this issue is not completely settled (see
above references and especially Fryer, 1997, in For-
tey and Thomas, 1997), most bodies of evidence of
which we are aware seem to indicate that the ar-
thropods are indeed a phylum (see summaries in
Raff et al., 1994; Telford and Thomas, 1995; and
Brusca, 2000) that includes the Crustacea.
How Many Classes Are There?
The history of higher level classification of the
Crustacea is briefly discussed in Holthuis (1993a),
Spears and Abele (1997), Schram (1986), Schram
and Hof (1998), and especially Monod and Forest
(1996). Some of the more notable schemes for crus-
tacean classification that have appeared subsequent
to the Bowman and Abele (1982) classification are
those of Schram (1986), Starobogatov (1986, with
English translation by Grygier in 1988), and Brusca
and Brusca (1990). Other workers have presented
phylogenies from which the reader can deduce al-
ternative classifications, even if no specific classifi-
cation is presented in the paper (e.g., Wilson,
1992),
Schram (1986) departed from Bowman and
Abele’s use of six classes by recognizing four
groups: Remipedia, Phyllopoda (which included the
branchiopods, cephalocarids [as Brachypoda], and
leptostracans), Maxillopoda (including tantulocar-
ids, branchiurans, mystacocaridans, ostracodes, co-
pepods, facetotectans, rhizocephalans, ascothora-
cidans, acrothoracicans, and thoracicans), and Ma-
lacostraca (containing both the hoplocarids and the
eumalacostracans). Schram’s (1986:542—544) clas-
sification extends to the level of suborder and oc-
casionally infraorder. It is noteworthy not only for
attempting to derive a classification from his cla-
distic analyses but also because of his inclusion of
a large number of fossil taxa. Unfortunately,
Schram (1986) also introduced, or employed, some
taxonomic names that have not been well accepted
(e.g., “Euzygida” for the stenopodidean shrimps;
“Eukyphida” for the carideans; “Edriophthalma” to
contain the isopods and amphipods as distinct from
all other peracarids, etc.). Starobogatov (1986,
1988) recognized four groups as well, but the com-
Contributions in Science, Number 39
position of his four groups differs appreciably from
those of Schram and from those of all other pre-
vious workers. Additionally, Starobogatov em-
ployed some unusual names for his groupings (such
as Carcinioides for the malacostracans and Hali-
cynioides to accommodate some of the maxillopo-
dan groups) that are unlikely to receive wide rec-
ognition, and his classification appears to be at
odds with most of the morphological and fossil
data (e.g., see Schram and Hof, 1998) as well as
with the molecular data (e.g., Spears and Abele,
1997). Brusca and Brusca (1990) recognized five
classes (Remipedia, Branchiopoda, Cephalocarida,
Maxillopoda, and Malacostraca), and in part be-
cause this usage is in a major textbook, it has re-
ceived wide acceptance. Bousfield and Conlan
(1990, Encyclopaedia Britannica), whose classif-
cation extends only to the ordinal level, followed
Schram’s lead for some groups of the Crustacea and
Bowman and Abele (1982) for others. Their clas-
sification is noteworthy because of their attempt to
include fossil taxa as well and because of their laud-
able attempt to estimate the number of families in
each order. Gruner (1993) treats the Crustacea as
a class, does not recognize the Branchiopoda or
Maxillopoda, and as a result includes 13 separate
subclasses. Apart from the somewhat unusual treat-
ment by Starobogatov, the number of proposed or
recognized classes seems to have depended mostly
upon whether the maxillopods are seen as a natural
assemblage and, if they are, whether the ostracodes
are within or outside of the Maxillopoda, and on
whether and how the Malacostraca should be di-
vided.
In our classification, the subphylum Crustacea
includes six major groups, which we are treating as
classes: Branchiopoda, Remipedia, Cephalocarida,
Maxillopoda, Ostracoda, and Malacostraca. How-
ever, this is somewhat misleading in that we are
also positing the Branchiopoda as the sister taxon
to all other crustacean groups. Thus, the “class”
Branchiopoda should be accorded more weight
than the remaining classes, which together consti-
tute the sister group to the branchiopods in our
arrangement. Our treatment of crustaceans as being
comprised of six classes is quite conservative and
follows essentially the Bowman and Abele (1982)
classification. Perhaps the most salient problem is
our continued recognition of the Maxillopoda as a
valid class, when virtually all lines of evidence point
to its being an artificial assemblage (see discussion
under Maxillopoda). Thus, Wilson (1992) observed
that “the concept of the Maxillopoda is not sup-
ported in any of the trees” and Spears and Abele’s
(1997) molecular analysis “fails to provide strong
support for a monophyletic Maxillopoda.” If we
eliminated the Maxillopoda as a class, as has Gru-
ner (1993) (and there are many lines of evidence
that suggest that this is the correct course), then we
would treat as distinct classes each of the currently
recognized “maxillopodan” subclasses (the Thecos-
traca, Tantulocarida, Mystacocarida, and Copepo-
Rationale Hf 13
da). This would have the advantage of further in-
creasing our perception of crustacean diversity
(only because nine classes sounds more diverse than
six). The number of crustacean classes that should
be recognized is a very controversial topic, and
opinion is sharply divided. As Spears and Abele
(1997) noted, “surprisingly, there is as yet no con-
sensus regarding even the number of constituent
crustacean classes.”
We do not recognize the taxon “Entomostraca,”
which has been used historically by several workers
in slightly different contexts (e.g., McKenzie et al.,
1983; Walossek and Miller, 1998). Walossek and
Muller (1998:210) and Walossek (1999) recognize
this group as one of the “two major lineages” of
Crustacea (the other being the Malacostraca). Con-
tained in their Entomostraca are the cephalocarids
(depicted as the sister taxon to the Maxillopoda
and Branchiopoda) and two extinct groups (Or-
stenocarida and Skaracarida).
Which Is the Most Primitive Class?
We are treating the class Branchiopoda as the most
primitive of the extant groups of Crustacea. We ar-
rived at this decision mostly because of the follow-
ing three lines of evidence. First, the group as a
whole is ancient and extends back into the Upper
Cambrian and probably further (see Fryer, 1999,
and especially Walossek, 1993). A beautifully pre-
served fossil from the Upper Cambrian of Sweden
(Rehbachiella) appears to be a branchiopod and is
similar in many ways to living anostracans (Wal-
ossek, 1993; although note that Olesen (1999a)
questions the anostracan affinities of Rehbachiella,
while both Wills (1997) and Schram and Hof
(1998) obtained nonbranchiopod positions for
Rehbachiella on their cladograms). There are no
known fossils of any cephalocarids, and the only
fossils thought to be remipedian are from the Car-
boniferous (Mississippian and Pennsylvanian) Pe-
riod (Schram and Hof, 1998). In fairness, we
should state also that (1) cephalocarids, because of
their habitat, size, and fragility, would seem unlike-
ly candidates for fossilization (and yet, such could
also be said about the minute animals in the Orsten
fauna) and (2) there are other crustacean groups
known from the Upper Cambrian, such that ap-
pearance of branchiopods in the Upper Cambrian
is not in itself sufficient to argue for their being the
most primitive of the extant classes. Second, there
are developmental studies that show clear and un-
ambiguous anamorphic development in at least
some branchiopods, which is exhibited by no other
living crustacean group (e.g., see Fryer, 1983). On
the other hand, cephalocarids exhibit only slightly
metamorphic development, and as of this writing,
we still know nothing about remipede develop-
ment. Third, some studies based on molecular se-
quence data seem to indicate that branchiopods are
not only monophyletic but are also distinct from all
other crustacean assemblages (e.g., Spears and
14 Hf Contributions in Science, Number 39
Abele, 1997, 2000; Regier and Schultz, 1997,
1998a, b; Shultz and Regier, 2000). As noted ear-
lier, Regier and Schultz (1997) suggested that bran-
chiopods may be closer to other groups of arthro-
pods than to malacostracan crustaceans, although
there was no strong support for this arrangement
and they concluded that the EF-1a data are ambig-
uous on this question. These authors later (1998b)
depict remipedes closer to the crustacean stem, but
again in this analysis, node support was not strong,
and thus the authors remain suitably cautious as to
interpretation of these data (J. Regier, pers. comm.).
Spears and Abele (1997) conclude that “we cannot
identify which crustacean lineage is most basal;
branchiopods, pentastomes, branchiurans, and os-
tracodes [but note the absence of remipedes or ce-
phalocarids] all diverged from the main crustacean
lineage in relatively rapid succession.” Although ar-
guments on this point will surely continue for many
years to come, we have elected to follow the 18S
rDNA-based findings of Spears and Abele (1997),
supported to some degree (in our estimation) by the
EF-1a findings of Regier and Schultz (1997, 1998b;
see also Shultz and Regier, 2000). Thus, we treat
branchiopods first in our classification, thereby im-
plying that we are in agreement with branchiopods
being the most basal of the extant crustacean
groups. This treatment also receives some support
from Itd’s (1989) suggestion of a remipede + ce-
phalocarid + copepod clade, an arrangement that
was also suggested by Spears and Abele (1997)
based on 18S rDNA data (see especially their fig.
14.7 and accompanying discussion). We have not,
however, created the additional taxonomic catego-
ries that would be required to group branchiopods
as the sister group to all other crustaceans. In other
words, our classification is far from being a strictly
cladistically based arrangement. Branchiopods are
thus accorded class status, as are the other five ma-
jor crustacean groupings, in this classification. Ad-
ditionally, if we are positing the branchiopods as
the sister group to the other crustaceans, then we
should list specific synapomorphies unique to the
clade. Most of the morphological characters seem-
ing to cast branchiopods in a primitive light (e.g.,
foliaceous limbs, anamorphic development) are in-
deed primitive features, but they may have been re-
tained in this group and lost or modified in others.
Noting simply that their morphology is “primitive”
sheds no real light on phylogeny, and other groups
of crustaceans exhibit other “primitive” characters.
Possible candidates for branchiopod synapomor-
phies might include the “specialization of postnau-
pliar feeding apparatus to true filter feeding” (from
Walossek, 1993:71), aspects of sperm morphology
(Wingstrand, 1978), and the 18S rDNA sequences,
which Spears and Abele (2000) used to conclude
that “(1) branchiopods are monophyletic; (2) they
are considerably divergent from other crustaceans
(e.g., the Malacostraca), and (3) they are divided
into two main lineages” (Anostraca and all others).
The issue of which extant class is closest to the
Rationale
ancestral crustacean is of course not completely set-
tled, and there are published arguments for pre-
senting either the Cephalocarida or the Remipedia
as the most primitive group of living crustaceans.
There have also been, from time to time, hypothe-
ses presented where other groups of crustaceans
have occupied a basal position (e.g., McKenzie,
1991, postulated a bradoriid ostracode origin for
all other crustaceans).
In favor of depicting remipedes as the most prim-
itive class are the works of Schram (1986), Brusca
and Brusca (1990), Briggs et al. (1993a), Schram
and Hof (1998), Wills (1997), and Wills et al.
(1998), all based on cladistic analyses of morpho-
logical characters from extant and extinct forms.
Also supporting this view is the phylogeny present-
ed by Jamieson (1991a) based on sperm ultrastruc-
ture, in which the Remipedia is the most basal of
the crustacean groups. (It should be noted, how-
ever, that Jamieson’s study is not purely indepen-
dent of other phylogenies in that his figure is ac-
tually an overlay of the various sperm types on top
of the classification offered by Schram in 1986.)
Thus, there are workers at several independent lab-
oratories whose studies have indicated that remi-
pedes occupy the most basal position among the
crustaceans, and several textbooks have followed
this arrangement as well (e.g., Hickman et al.,
1996: 401, figs. 20-30; Brusca and Brusca, 1990).
Molecular evidence concerning where remipedes
belong has been maddeningly difficult to obtain.
Regier and Schultz (1998b) could not say with cer-
tainty (using EF-1a), and Spears and Abele (1997)
were equally unsure (using 18S rDNA). Emerson
and Schram (1990, 1997) have also suggested that
crustacean biramous limbs arose from fusion of ad-
jacent uniramous limbs, and this has a bearing on
the placement of remipedes relative to other crus-
tacean groups as well (discussed further in Schram
and Hof, 1998, but see Spears and Abele, 1997). It
should also be pointed out that at least one publi-
cation (Moura and Christoffersen, 1996) suggests
that the Remipedia are a derived assemblage that
may be the sister group to the Tracheata (terrestrial
mandibulates).
In support of cephalocarids occupying the most
basal position among extant crustaceans are some
surely primitive external morphological features.
These features include the flattened and “Orsten-
like” limbs, the lack of differentiation of the second
maxilla (also shared with some of the Orsten crus-
taceans), and relatively anamorphic development.
Hessler (1992) reviewed early considerations of the
placement of the cephalocarids with respect to oth-
er crustaceans. He concluded, based on the mor-
phology of some of the Upper Cambrian “Orsten”
fauna of Sweden and in comparison with remipedes
and other crustaceans, that the argument for plac-
ing cephalocarids at the base of the crustacean lin-
eage is still strong (see also Walossek, 1993; Moura
and Christoffersen, 1996). In Hessler’s words,
“among living crustaceans, cephalocarids still best
Contributions in Science, Number 39
personify what the ur-crustacean must have looked
like.” Hessler (1992) also made the point, with
which we agree, that remipedes are quite special-
ized, and he found it “impossible to accept the
claim that the Remipedia better approximates the
ur-crustacean.” However, cephalocarids face prob-
lems as primitive crustaceans as well. Schram and
Hof (1998) point out some cephalocarid features
they consider highly derived, and molecular studies
(e.g., Spears and Abele, 1997; Regier and Schultz,
1998b) and spermatological data (especially lack of
a flagellum; see Jamieson, 1991a) do not place ce-
phalocarids basal to other crustacean taxa (al-
though in fairness, the EF-1a data of Regier and
Shultz do not decisively place cephalocarids else-
where, either). We have not followed the suggestion
of Hessler (1992) to revive the taxon Thoracopoda
to include the cephalocarids, branchiopods, and
malacostracans (based on their shared possession of
an epipod on the trunk limbs).
What Are the Relationships Among the Classes?
This question is closely related to the issues raised
above. In fact, most of the competing phylogenetic
hypotheses for class-level relationships have already
been alluded to in earlier sections (e.g., in the sec-
tions “Cladistics and Classification of the Crusta-
cea” and “Molecular Systematics and Classification
of the Crustacea,” and under the above three ques-
tions on crustacean monophyly, number of classes,
and most primitive class). Rather than attempt a
discussion of the many competing hypotheses for
the relationships within and among the various
classes, we have opted to treat each group individ-
ually below. We also refer the reader to the reviews
by Wills et al. (1998) and Schram and Hof (1998),
both in Edgecombe (editor, 1998, Arthropod Fos-
sils and Phylogeny), and to the review of 18S rDNA
studies by Spears and Abele (1997).
Concerning authorship of the name Crustacea,
although most workers credit Pennant (1777), Lip-
ke Holthuis, in a detailed and well-researched foot-
note to his FAO volume on marine lobsters (Hol-
thuis, 1991), noted that the first usage was actually
that of Briinnich in 1772. We have followed Hol-
thuis’ (1991) suggestion and have credited Briin-
nich (1772) with authorship of this taxon.
CLASS BRANCHIOPODA
Virtually all evidence points to the fact that the
branchiopods are a strongly supported monophy-
letic group, despite the staggering diversity of ex-
tant forms (e.g., see Martin, 1992). Lines of evi-
dence indicating branchiopod monophyly include
sperm morphology (Wingstrand, 1978), larval
characters (e.g., Sanders, 1963), feeding apparatus
(Walossek, 1993), adult characters (e.g., Negrea et
al., 1999), and 18S rDNA sequence data (Spears
and Abele, 1997, 1998, 1999a, b, 2000). However,
the group’s tremendous morphological diversity
and age (see Fryer, 1987a-c, 1999; Martin, 1992;
Rationale Hf 15
Walossek, 1993; Negrea et al., 1999) makes it dif-
ficult to find characters shared by all extant mem-
bers, and perhaps for this reason some analyses
have hinted at para- or polyphyly (e.g., see Wilson,
1992). Gruner (1993) does not recognize the Bran-
chiopoda, instead treating the extinct Lipostraca
and the extant Anostraca and Phyllopoda (Notos-
traca + Diplostraca) as separate subclasses within
the class Crustacea. The fact that there appears to
be solid support from molecular data for branchio-
pod monophyly (e.g., Spears and Abele, 1997,
1998, 1999b, 2000) is nevertheless reassuring.
There is also a consensus that, within the Bran-
chiopoda, the Anostraca diverged early, are very
primitive (despite a large number of apomorphic
features in the various families), and should be de-
picted as separate from the remaining branchiopod
groups. Beyond that, however, there is little agree-
ment concerning the relationships among the con-
stituent branchiopod taxa.
Because the Anostraca are clearly a separate lin-
eage from the remaining branchiopods and are an
ancient and slowly evolving group (e.g., see Fryer,
1992, 1999), we have elevated the group to the lev-
el of subclass, to be treated as the sister group of
the other branchiopods (as was advocated also by
Walossek, 1993, and Negrea et al., 1999). How-
ever, this move necessitates creating a name for the
subclass or choosing an available name from the
literature to contain the Anostraca (and which
would eventually, we assume, contain also the fossil
branchiopod order Lipostraca and possibly also the
Cambrian Rehbachiella; see Walossek, 1993; Wal-
ossek and Miller, 1998). Tasch’s (1969) proposal
to use the name Sarsostraca (to contain anostracans
and lipostracans) is not very appealing, in part be-
cause Tasch originally included in his Sarsostraca a
noncrustacean (obviously also a nonbranchiopod),
and one of his anostracans was in fact an insect
larva (G. Fryer, pers. comm.). Nevertheless, the
name Sarsostraca appears to be a valid preexisting
name by ICZN standards and would have seniority
over any newly proposed name here, so reluctantly
we accommodate the order Anostraca within the
subclass Sarsostraca, as did Bowman and Abele
(1982) and, more recently, Negrea et al. (1999).
Finding a name suitable to contain the other
(non-Anostraca) groups was more difficult. First of
all, the tremendous morphological differences
among the groups traditionally thought of as cla-
docerans, conchostracans, and notostracans has led
several workers, most notable among them Geof-
frey Fryer (e.g., see Fryer, 1987a, c, 1995, 1999a,
b), to suggest that there is no reason to try to force
such disparate groups into artificial groupings as
“cladocerans” and “conchostracans.” Fryer’s well-
written articles argue convincingly for the separa-
tion of these ancient and diverse taxa (most of
which he would elevate to ordinal level), and in-
deed his suggested classification (Fryer, 1987a, c)
has been followed by several workers, such as Mar-
tin (1992), Alonso (1996), Amoros (1996), Frey
16 Hi Contributions in Science, Number 39
(1995), Brtek and Thiéry (1995), Thiéry (1996),
Brtek (1997), and others. However, simply recog-
nizing how different these groups are from one an-
other and elevating the former conchostracan or
cladoceran taxa to higher taxonomic categories
while doing away with the categories that once in-
cluded them does not, in our opinion, shed light on
their relationships. The question still remains as to
whether these orders are more closely related to one
another than any is to some other crustacean as-
semblage. The morphological and molecular evi-
dence seems to indicate (1) that branchiopods are
monophyletic and (2) that some of these taxa (not
all are well represented by molecular or even mor-
phological data) are indeed related more closely to
one another than to any other crustacean group.
The alternative is to suggest that, for example, the
Anomopoda are more closely related to anostra-
cans or to some nonbranchiopod crustacean. We
think this is very unlikely. Thus, the value of Fryer’s
arguments is in the recognition of the tremendous
age and morphological differences that exist (and
have existed for a long time) among these disparate
taxa, a point that is well taken. Despite these ar-
guments, and because we still must postulate rela-
tionships, we are forced to group these taxa togeth-
er. Toward this end, several workers have suggested
that we use the name Phyllopoda for the taxon en-
compassing the Notostraca and the bivalved bran-
chiopods (see comments below about the nonmon-
ophyly of the “diplostracans”), and indeed the
name Phyllopoda has been used often for that as-
semblage (e.g., Walossek, 1993, and later). Unfor-
tunately, the name Phyllopoda has also been used
to denote groupings that include the Anostraca or
that include the Ostracoda or that include the Lep-
tostraca and Cephalocarida and in several other
contexts as well. In fact, the term Phyllopoda has
been used so often in crustacean systematics, and
with such different meanings, that Martin and
Christiansen (1995a) argued for avoiding it com-
pletely to avoid further confusion. Not surprisingly,
we agree with Martin and Christiansen (1995a)
and would prefer to employ another available name
for this lineage. Does one exist? Tasch (1969) em-
ployed the names Calmanostraca (for the notostra-
cans) and Diplostraca (for the conchostracans and
cladocerans) as subclasses, but the two groups were
treated equally (i.e., Tasch did not depict them as
being more closely related to each other than either
would be to the anostracans). Because the name
Diplostraca obviously refers to the bivalved cara-
pace seen in some groups, we could have opted to
use the name Calmanostraca suggested by Tasch
(1969) but expanding its definition to include both
notostracans and the bivalved groups, which seems
to be advocated by the classification proposed by
Spears and Abele (2000). However, the name Cal-
manostraca should probably be reserved for con-
taining the extinct Kazacharthra and the extant
Notostraca (as it was first intended) when fossil
taxa are eventually added to the “updated” classi-
Rationale
fication (see also Negrea et al., 1999). Therefore,
with trepidation and against our own recommen-
dations (Martin and Christiansen, 1995a), we have
resurrected the name Phyllopoda, using it this time
to include the extant Notostraca and the bivalved
branchiopod groups (i.e., all branchiopods except
the Anostraca). We have credited the taxon name
to Preuss (1951), who was, to our knowledge, the
first person to use the name Phyllopoda in the sense
that we are using it (to contain all branchiopods
other than the anostracans). This decision will sure-
ly prompt arguments from many current students
of the Branchiopoda (see especially Fryer, 1987c,
1995, 1999b).
There have been many significant findings in ex-
tant and extinct branchiopods that have altered our
view of branchiopod relationships since the Bow-
man and Abele (1982) classification. Morphologi-
cal treatments have included Fryer (1983, 1985,
1987a-c, 1995, 1996a, b, 1999), Martin (1992),
Martin and Cash-Clark (1995), Walossek (1993,
1995), Olesen et al. (1997), Olesen (1996, 1998,
1999), Thiéry (1996), Amoros (1996), and Negrea
et al. (1999), to mention only a few of the recent
papers. There have also been several attempts to
deduce branchiopod relationships using molecular
data, including Hanner and Fugate (1997) and
Spears and Abele (1997, 1998, 1999b, 2000). In
the current classification, we have attempted to rec-
oncile some of the recent morphological and mo-
lecular findings, but earlier classifications should
not be discarded as being out of date or invalid.
Indeed, many of the most detailed accounts of
branchiopods remain the older, classical treatments,
and to ignore these is a grave mistake. Thiéry
(1996, based in large part on Martin, 1992) re-
viewed the biology of the noncladoceran groups
(including Cyclestheria among the conchostracans),
and Amoros (1996) reviewed the four “former cla-
doceran” orders Ctenopoda, Anomopoda, Onycho-
poda, and Haplopoda.
SUBCLASS SARSOSTRACA, ORDER
ANOSTRACA
Within the Anostraca, Brtek (1995) elevated the
former chirocephalid subfamily Artemiopsinae to
family level and thus recognized the Artemiopsidae.
Earlier, Brtek (1964) established the family Linder-
iellidae. However, Denton Belk (pers. comm.) be-
lieved these moves are unwarranted. Concerning
the Artemiopsidae, Belk stated, “placing this single
genus in a separate family obscures the many fea-
tures it shares with other genera in the Chiroce-
phalidae, and is thus a hindrance to having a mean-
ingful taxonomic classification of the Anostraca.”
Concerning the Linderiellidae, he noted that “these
genera have antennal appendages and some penal
features that suggest they are related to other gen-
era of the Chirocephalidae; separate familial status
obscures these seemingly significant similarities.” In
light of Belk’s expertise with anostracans, we have
Contributions in Science, Number 39
followed his suggestion and have not recognized
these two families, although they are recognized in
the latest key to families and genera (Brtek and
Mura, 2000). Our classification of the Anostraca
therefore follows Belk (1996), with the exception
of the Linderiellidae (which was included by Belk,
1996, but is not included here). A recent molecular
analysis (Remigio and Hebert, 2000) of the rela-
tionships among extant anostracan families sug-
gested two clades, one containing Artemiidae and
Branchipodidae and the other containing the other
five families.
SUBCLASS PHYLLOPODA
By placing anostracans in a subclass separate from
all other branchiopods, we are assuming also that
the other branchiopods form a monophyletic
grouping. In other words, we believe that the no-
tostracans, conchostracans, and cladocerans are
more closely related to one another than any of
those groups is to the anostracans. There are some
morphological features (e.g., Negrea et al., 1999)
and molecular data (e.g., Spears and Abele 1997,
1999b, 2000) that suggest this might be true. This
arrangement has been proposed by many other
workers as well (some of whom, such as Walossek,
1993, 1995; Walossek and Miller, 1998, have also
employed the name Phyllopoda in the same sense
that we are using it).
ORDER NOTOSTRACA
It may be necessary, once fossil taxa are included
in this classification, to someday resurrect Tasch’s
(1969) name Calmanostraca to accommodate the
extant notostracans and the extinct and obviously
closely related Kazacharthra. The sole family of ex-
tant Notostraca, Triopsidae, is credited to Keilhack
(“Kielhack” was a misspelling in Bowman and
Abele, 1982), and that date has been changed from
1910 to 1909 (L. Holthuis, pers. comm.). Although
the original spelling was Triopidae, as listed in
Bowman and Abele (1982), the spelling Triopsidae
(based on the genus Triops) was entered in the Of-
ficial List of Family-Group Names in Zoology by
the ICZN, Opinion 502 (M. Grygier, pers. comm.).
ORDER DIPLOSTRACA
As noted above, the Phyllopoda as used here in-
cludes the orders Notostraca and Diplostraca (a
name that predates Onychura used by some au-
thors, such as Walossek, 1993, and Negrea et al.,
1999). Whether these are indeed sister taxa is un-
clear; there is some morphological and molecular
evidence to suggest that this might not be the case.
Recognition of the taxon Diplostraca indicates our
feeling that the former conchostracan and cladoc-
eran groups are indeed related. There appears to be
some morphological (e.g., see Walossek, 1993; Ole-
sen, 1998; Negrea et al., 1999) and molecular
(Spears and Abele, 2000) evidence supporting this
Rationale Hf 17
relationship, although the view is certainly not uni-
versally shared (e.g., see the exchange between Ole-
sen, 1998, 2000, and Fryer, 1999, 2001), and there
is a large body of evidence suggesting that Diplos-
traca is nonmonophyletic. Additionally, there is
considerable doubt concerning the monophyly of
some of the groups we have included within it, such
as the Cladocera. Fryer (1987a, 1995, 1999a, b)
discusses the great morphological differences
among the four groups traditionally placed in the
“so-called Cladocera” and highlights the trenchant
differences among these taxa and the difficulty in
reconciling these forms within one taxonomic cat-
egory. We should also point out that the “secondary
shield” mentioned as unifying these taxa (e.g., by
Walossek, 1993; Olesen et al., 1997; Olesen, 1998)
is, according to Fryer (1996b, 1999b), simply non-
existant, a misunderstanding of the nature of the
crustacean carapace. Other characters that suppos-
edly unite the “diplostracan” groups are similarly
called into question by Fryer in a series of papers
(1987a-c, 1995, 1996a, b, 1999b). In particular,
after considerable work in attempting to recon-
struct a primitive anomopod from which extant an-
omopods could have been derived and by so doing
highlighting the great difficulties of any such exer-
cise, Fryer (1995) argued against attempting to
force such disparate taxa as Leptodora, Bythotre-
phes, and the superficially similar ctenopods into a
taxon with the Anomopoda, stating (pers. comm.)
that “when those who make these proposals can
support them by evolutionary series that involve
animals that would work, I’ll pay more attention
to them.”
Within the Diplostraca, we have removed the
“Conchostraca” (following to some extent the sug-
gestions of Fryer, 1987c, and Olesen, 1998) in rec-
ognition of (1) the distinct nature of the Laevicau-
data (Lynceidae), (2) the stark differences that sep-
arate Cyclestheria hislopi (sole member of the Cy-
clestheriidae) from all other conchostracans, and
(3) Cyclestheria’s possible affinities to the cladoc-
erans on morphological and molecular grounds (see
Martin and Cash-Clark, 1995; Olesen et al., 1997;
Olesen, 1998; Spears and Abele, 1998, 2000). The
fact that Cyclestheria differs significantly from oth-
er spinicaudate conchostracans, and probably to
the extent that it should not be placed among them,
has also been highlighted (Martin and Cash-Clark,
1995; Olesen et al., 1997; Olesen, 1999; Negrea et
al., 1999). Thus, our resulting classification within
the Diplostraca differs slightly from, and is in some
ways a compromise between, the classification sug-
gested by Olesen (1998) based on morphological
characters and that suggested by Spears and Abele
(2000) based on molecular data and is easily rec-
onciled with the phylogeny proposed by Negrea et
al. (1999). Our arrangement does not agree with
the somewhat preliminary findings of Hanner and
Fugate (1997) based on a relatively small segment
of the genome.
Removal of Cyclestheria from the Spinicaudata
18 Hi Contributions in Science, Number 39
and placing it on an equal footing with the remain-
ing Spinicaudata and with the Cladocera necessi-
tated the creation of a separate suborder, the Cy-
clestherida, which we are crediting to Sars (1899)
in keeping with ICZN article 50.3.1. Negrea et al.
(1999) used the same spelling to refer to an order
(Cyclestherida) within their superorder Conchos-
traca, thus indicating a closer affinity of Cycles-
theria to the conchostracans rather than the cla-
docerans. We have not taken the bolder step of ac-
tually including the Cyclestheriidae among the Cla-
docera, although there is apparently evidence for
this as well. Spears and Abele (1999a, b, 2000) note
that, not only do 18S rDNA sequence data support
the close relationships of Cyclestheria and the cla-
docerans, the two groups also share certain hyper-
variable regions of the gene that are not found in
other branchiopods, and these are potential syna-
pomorphies. Ax (1999) first suggested the term
“Cladoceromorpha” for the clade containing Cy-
clestheria plus Cladocera. Papers by Crease and
Taylor (1998) and Taylor et al. (1999) appear to
offer additional molecular support, and the phylog-
eny suggested by Negrea et al. (1999:196) supports
such a clade as well, although their resulting clas-
sification of the Branchiopoda into five superorders
does not.
Sassaman (1995) presented fascinating insights
into possible phylogenetic models for the conchos-
tracan families based on the evolution of unisexu-
ality in the group; he views lynceids as the sister
group to all other families, while noting at the same
time the unusual nature of the cyclestheriids, which
he posits as the sister group to the remaining “spin-
icaudatan” families. Thus, in many ways, Sassa-
man’s (1995) phylogeny is consistent with our clas-
sification.
Within the former “conchostracan” groups, the
spelling of the Lynceidae has been corrected (from
Lyncaeidae, a typographical error in Bowman and
Abele, 1982), and authorship for the family is now
credited to Baird, 1845 (L. Holthuis, pers. comm.).
Mark Grygier points out (pers. comm.) that ICZN
Opinion 532 attributes the family name to Sayce,
1902; however, there are clearly earlier uses of the
family name Lynceidae (e.g., see review by Martin
and Belk, 1988), and we are crediting the family
name to Baird as noted above.
Although the genera Imnadia and Metalimnadia
at times have been suggested to represent distinct
families (the Imnadiidae Botnariuc and Orghidan
and the Metalimnadiidae Straskraba; see Marincek
and Petrov, 1991; Roessler, 1991, 1995a, b; Orr
and Briggs, 1999:8), most workers (e.g., Martin,
1992; Sassaman, 1995) consider them members of
the family Limnadiidae, as do we. Roessler’s (1991)
erection of the family Paraimnadiidae was based on
a species he described as Paraimnadia guayanensis,
a junior synonym of Metalimnadia serratura (see
Orr and Briggs, 1999). We also include among the
limnadiids the genus Limnadopsis and agree with
Rationale
Bowman and Abele in not recognizing Tasch’s
(1969) family Limnadopsidae.
The superfamilies Cyzicoidea (which contained
only Cyzicidae) and Limnadioidea have been re-
moved, as there is no longer any need for them in
light of the above reassignments. Indeed, the fami-
lies Cyzicidae and Leptestheriidae are probably
more closely related to each other than either is to
the Limnadiidae (Martin, 1992; Sassaman, 1995).
Within the Cladocera, the spelling of the Holo-
pediidae has been corrected (from Holopedidae in
Bowman and Abele, 1982) in light of the spelling
of the type genus Holopedium (M. Grygier, pers.
comm.). The correct spelling of Macrotrichidae
(rather than Macrothricidae) was also pointed out
to us by M. Grygier (pers. comm), referring us to
Appendix D of the ICZN, third edition, example
24, page 223 (ICZN, 1985a), for examples of fam-
ily names formed from genus names ending in -
thrix. However, the fourth edition of the Code
(ICZN, 1999) now allows such misspellings to
stand if they are in “prevailing use,” which the fam-
ily name Macrothricidae certainly is. Thus, we re-
tain the spelling Macrothricidae. (This same logic
(i.e., retention of a misspelling because of prevailing
use) applies also to the family Rhizothricidae in the
harpacticoid copepods.)
Within the Anomopoda, we have removed the
family Moinidae, following the suggestion of G.
Fryer (1995, and pers. comm.). Comparisons of the
trunk limbs of species of Moina and Daphnia in-
dicate great similarity between these groups; cer-
tainly they are much more similar than are many
macrothricid and chydorid genera to each other. If
a separate family were recognized for Moina and
Moinodaphnia, then we would have to erect a se-
ries of families for various chydorids and macroth-
ricids, which we see as only adding to the confu-
sion. Thus, the Moinidae is not recognized here.
For the same reason, we have decided not to rec-
ognize the family Ilyocryptidae as treated by Smir-
nov (1992) based on the genus Ilyocryptus (see also
Young, 1998:23). However, it is possible that the
correct course of action would be to acknowledge
anomopodan diversity by recognizing both the
Moinidae and Ilyocryptidae as valid families and
establishing the additional families for other genera
as needed.
The four main cladoceran groupings have been
treated as infraorders. Although we are in full
agreement with Fryer’s (1987a-—c, 1995) assessment
of the distinct nature of, and tremendous differenc-
es among, these taxa (Fryer argued for removal of
the terms “cladocera” and “conchostraca” as for-
mal taxonomic entities), we nevertheless felt that
the four groups are more closely related to one an-
other than any one of them is to any other crusta-
cean assemblage, the same conclusion reached by
Richter et al. (2001) and several earlier workers.
This may prove to be a mistake. Certainly, treat-
ment of the cladocerans as a single order containing
four infraorders and a handful of families has the
Contributions in Science, Number 39
unfortunate appearance of minimizing the stagger-
ing morphological and ecological diversity of this
group, and we very much regret that. Schwenk et
al. (1998) provided a preliminary estimate of the
relationships of the Ctenopoda, Haplopoda, Ony-
chopoda, and Anomopoda based on 16S rDNA se-
quence data. See Fryer (1995) for suggested rela-
tionships among the families of the Anomopoda
and Richter et al. (2001) for 12S rDNA-based re-
lationships among onychopods and between the
“gsymnomerans” (= onychopods + Leptodora) and
other cladoceran groups.
The taxon “Eucladocera” has been removed, as
we saw no evidence for grouping together all other
cladocerans as the sister taxon to the monotypic
Haplopoda (Leptodora), as proposed by several
workers (most recently by Negrea et al., 1999). Our
classification is more in keeping with the study by
Richter et al. (2001), who supported the monophy-
ly of the Onychopoda + Haplopoda (the former
Gymnomera) and argued for cladoceran monophy-
ly. The superfamilies Sidoidea, Daphnioidea, and
Polyphemoidea have also been removed.
CLASS REMIPEDIA
It is a little discouraging that we still know so little
about the phylogenetic relationships of this fasci-
nating group. The initial establishment of a sepa-
rate class (Yager, 1981) met with criticism early on,
and similarities between the limbs of remipedes and
those of certain maxillopods have been pointed out
(It, 1989). Felgenhauer et al. (1992) hinted at mo-
lecular data that suggested maxillopodan affinities
as well, although, to our knowledge, these data
have not been published. Spears and Abele (1997)
also suggested possible maxillopodan affinities. In
an early draft of this classification, we had the re-
mipede families included among the Maxillopoda,
but this was criticized, and rightly so, by several
persons who pointed out that some of the similar-
ities between Remipedia and Maxillopoda are sym-
plesiomorphies (although others, such as the loss of
the maxillary endopod, defined precoxa of the
maxillule, and three-segmented endopod of the
trunk limbs, may be synapomorphies) and are in-
sufficient to warrant the inclusion of the former
among the latter. More detailed morphological
studies (e.g., Schram et al., 1986; It6 and Schram,
1988; Schram and Lewis, 1989; Yager, 1989a, b,
1991; Yager and Schram, 1986; Emerson and
Schram, 1991; Felgenhauer et al., 1992) seem to
confirm the unique nature of the group. Their sta-
tus as a distinct class is therefore maintained in this
classification. See also our introductory comments
concerning which class of extant Crustacea appears
most plesiomorphic.
As noted above in the general discussion of the
primitive groups of Crustacea, several workers
(e.g., see Schram, 1986; Brusca and Brusca, 1990;
Briggs et al., 1993a; Schram and Hof, 1998; Wills,
1997; Wills et al., 1998) have suggested that re-
Rationale Hf 19
mipedes occupy the most basal position among the
extant crustaceans. These arguments are perhaps
best summarized in Schram and Hof (1998) and in
Wills (1997), where remipedes come out at the base
of all other Crustacea groups following cladistic
analyses of large datasets. Moura and Christoffer-
sen (1996) take an opposing stance, suggesting that
remipedes are an apical group of crustaceans that
are possibly the sister group to terrestrial mandib-
ulates. To us, the evidence (morphological, molec-
ular, and developmental) for branchiopods being
basal appears stronger (see earlier comments on
primitive crustaceans). Emerson and Schram (1990;
see also Emerson and Schram, 1991) have suggest-
ed that crustacean biramous limbs may have arisen
from fusion of adjacent uniramous limbs, and this
has a bearing on the placement of remipedes rela-
tive to other crustacean groups (discussed further
in Schram and Hof, 1998). Spears and Abele
(1997) also discussed possible affinities between re-
mipedes and cephalocarids, some of which may be
artifactual as a result of long branch attractions.
Within the Remipedia, the order Nectiopoda was
erected by Schram (1986) to separate extant remi-
pede families from some fossils that appear remi-
pedian (and that are treated as the fossil order En-
antiopoda). One additional family, the Godzilliidae,
was added by Schram et al. (1986). Yager and
Humphreys (1996) reported the first species from
Australia and the Indian Ocean and presented a key
to the world species known at that time. Cals
(1996) reviewed the biology of the group and pre-
sented a table comparing the characteristics of the
two currently accepted families, Speleonectidae and
Godzilliidae; more recently, Yager and Carpenter
(1999) and Carpenter (1999) have added to what
is known of the natural history of speleonectids.
CLASS CEPHALOCARIDA
Our classification differs from that of Bowman and
Abele (1982) only in recognizing a single family,
Hutchinsoniellidae, rather than two families. The
family Lightiellidae proposed by Jones (1961) is
thought to differ only slightly and insignificantly
from the characters established for the former fam-
ily (R. Hessler, pers. comm.). Our placement of the
cephalocarids here, between the remipedes and
maxillopods, to some degree reflects the summary
finding of Spears and Abele (1997) that remipedes
and cephalocarids may constitute a clade that is the
sister group to one of the maxillopodan groups (the
Copepoda) (e.g., Spears and Abele, 1997, figs. 14.4,
14.7, and accompanying text), although Spears and
Abele (1997) also note that this arrangement is not
well supported by their bootstrap analysis. The
placement of cephalocarids and remipedes together,
and adjacent to the maxillopods, in some ways also
supports Itd’s (1989) morphology-based suggestion
of a remipede + cephalocarid + copepod clade.
Hessler and Elofsson (1996) recently reviewed
20 @ Contributions in Science, Number 39
what is known of cephalocarid biology and phy-
logeny.
CLASS MAXILLOPODA
The Maxillopoda continues to be a terribly contro-
versial assemblage concerning both the number of
constituent groups and the monophyly of the entire
taxon. We were tempted to abandon, once and for
all, the concept of a monophyletic Maxillopoda, as
there seems very little in the way of morphological
or molecular evidence uniting the disparate groups
(Wilson, 1992; Spears and Abele, 1997; Shultz and
Regier, 2000). Ostracodes in particular have been
placed sometimes within the Maxillopoda (e.g., see
Boxshall and Huys, 1989a) and sometimes in their
own class, and the issue remains unresolved despite
much debate (e.g., see Boxshall et al., editors, Acta
Zoologica, vol. 73(5), 1992). It is certainly no se-
cret that the characters used in defining the group
do not hold for many of the taxa traditionally
thought of as being “maxillopodan.” Abandoning
the Maxillopoda seems to have been implied in
tome VII fascicule II of the Traité de Zoologie
(1996), as only the constituent groups are treated
with no mention of maxillopod affinities or rela-
tionships (e.g., see Grygier 1996a, b), and Gruner
(1993) similarly did not recognize the Maxillopo-
da. Boxshall (1983) and others have argued against
recognition of the Maxillopoda on morphological
grounds, although Boxshall has also continued to
employ it from time to time (e.g., in Huys et al.,
1994). Yet other workers (e.g., see Newman, 1983;
Grygier, 1983a; Walossek, 1993; Wills, 1997; Wal-
ossek and Miiller, 1998) have argued, some quite
forcefully, that there is merit to recognition of the
Maxillopoda as a natural (monophyletic) assem-
blage, despite the fact that there seem to be excep-
tions to every synapomorphy proposed. In fairness,
so many maxillopodan taxa are so small and/or
modified as parasites that it should come as no sur-
prise to find exceptions to groundplans. Removal
of the Maxillopoda as a class would raise the num-
ber of crustacean classes from six to nine once the
maxillopodan subclasses were elevated (each to the
level of class).
The somewhat controversial history of the con-
cept of the Maxillopoda (whether it is monophy-
letic, and if so, which groups should be included,
and what the relationships are within the group and
of the group to other crustaceans) is reviewed on
morphological grounds by Grygier (1983a, b,
1985, 1987a-c), Miller and Walossek (1988),
Boxshall and Huys (1989a), Huys (1991), Newman
(1992), Schram et al. (1997), Schram and Hof
(1998), and papers cited therein, and on molecular
grounds by Abele et al. (1992), Spears et al. (1994),
and Spears and Abele (1997). Some of the fossil
discoveries since the Bowman and Abele classifica-
tion have a bearing on our understanding of the
monophyly and definitions of the Maxillopoda as
well, such as the description of the Skaracarida
Rationale
(Miller and Walossek, 1985), the Orstenocarida
(Miller and Walossek, 1988), and the Mazon
Creek Cycloidea (Schram et al., 1997). A relatively
recent and widely used text on invertebrates (Brus-
ca and Brusca, 1990) recognizes the Maxillopoda
(including the Ostracoda), and that text is often cit-
ed in other listings of crustaceans (e.g., the Tree of
Life web project; see URL http://ag.arizona.edu/
tree/eukaryotes/animals/arthropoda/crustacea/
maxillopoda.html), whereas another recent text
(Gruner, 1993) treats the various maxillopod
groups separately.
While it is clear that there is not a single “good”
character shared by the various maxillopod groups
(see especially Boxshall, 1992), it is also true that
some of them seem closely related on morphologi-
cal and molecular grounds. Furthermore, even
some of the more vocal opponents to the Maxil-
lopoda will argue from time to time that there
seems to be a core group of taxa that “hang to-
gether well” (although the members of this core
group change depending on the speaker). The ques-
tion as to which groups are and which are not
“true” maxillopods and whether any of the con-
stituent groups should remain allied in a classifi-
cation has not been, in our opinion, satisfactorily
answered.
Although the issue is still unresolved, we have
found it useful to continue to recognize the Max-
illopoda, and refer the reader to discussions of mor-
phological characters seeming to unite the maxil-
lopodan groups (see above). At the same time, we
caution readers that acceptance of the Maxillopoda
as monophyletic and acceptance of the constituent
groups are not universal and nowhere near as fi-
nalized as envisioned by Walossek (1993; see re-
view of this work by Martin, 1995) or by Walossek
and Miller (1994). In the latter paper, Walossek
and Miller state that the “interrelationships of the
majority of maxillopod taxa, particularly of the
thecostracan lineage, are well-founded on morpho-
logical, ontogenetic, and fossil data.” This could
hardly be further from the truth. We have followed,
for the most part, the treatment by Newman (1992)
for higher classification of the Maxillopoda and his
subsequent work (especially Newman, 1996) for
lower taxonomic divisions. We differ from New-
man’s treatment in not using the “superclass” rank,
in an attempt to be consistent with our other uses
and categories. This necessitated the creation of
some lower level taxonomic names (superorders,
infraorders, etc.) that unfortunately add to the clut-
ter of this already confusing assemblage. We also
differ from Newman’s treatment in that we have
treated the Rhizocephala as members of the cirri-
pedian line (see below), as suggested by J. Hoeg
(pers. comm.) and others (see below).
Published and unpublished hypotheses of rela-
tionships within the Maxillopoda are numerous. As
one example, Walossek and Miiller (1998) feel that
there are two rather clear lines and presented char-
acter states for each. The first is the “copepod line,”
Contributions in Science, Number 39
including the copepods, mystacocarids, and the ex-
tinct Skaracarida (which is in keeping with the
analysis of maxillopod orders by Boxshall and
Huys, 1989a). The second is the “thecostracan line”
that includes the tantulocarids, ascothoracidans, fa-
cetotectans, acrothoracicans, and cirripeds. How-
ever, this division does not appear to have much
neontological (e.g., Hoeg, 1992a) or molecular
(Spears et al., 1994; Spears and Abele, 1997) sup-
port. Some of the major areas of disagreement in
the various maxillopod hypotheses include whether
the ostracodes should be included vs. excluded,
where the Facetotecta belong, where the Tantulo-
carida belong, and the placement (and subdivision)
of the cirripedes. We have attempted to list the
more salient of these efforts in the individual sec-
tions that follow. For an overview of maxillopod
classification and phylogenetic studies, we refer
readers to Grygier (1987a, b), Newman (1987),
Boxshall and Huys (1989a), Boxshall (1992), Huys
et al. (1993), Spears et al. (1994), and Spears and
Abele (1997).
SUBCLASS THECOSTRACA
Spears et al. (1994) concluded, based on 185 rDNA
sequence data, that the Thecostraca, as recognized
by Grygier (1987a; see also Grygier, 1987b) and
Newman (1987, 1992) on morphological grounds,
is a monophyletic assemblage. Furthermore, within
the Thecostraca, Spears et al. (1994) recognized
two major subdivisions, one containing the Asco-
thoracida and a second (a modified “Cirripedia”)
containing the Acrothoracica, Rhizocephala, and
Thoracica. Although we have maintained the The-
costraca, we have not divided the group as sug-
gested by Spears et al., treating instead the Face-
totecta (which was not treated by Spears et al.),
Ascothoracida, and Cirripedia (now including the
Acrothoracica, Rhizocephala, and Thoracica) as
taxa of equivalent rank (infraclasses in the current
scheme) within the Thecostraca. Huys et al. (1993)
recognized the Thecostraca (without the tantulo-
carids) and postulated a sister-group relationship
between the Tantulocarida and Thecostraca, noting
that “inclusion of the Tantulocarida in the Thecos-
traca, as proposed by Newman (1992), would sig-
nificantly dilute the otherwise robust concept of the
Thecostraca.” Jensen et al. (1994b) described cutic-
ular autapomorphies (details of the lattice organs;
see also Hgeg et al., 1998) that also support the
Thecostraca as a monophyletic assemblage.
INFRACLASS FACETOTECTA
Surely one of the biggest remaining mysteries of
crustacean classification is the taxon Facetotecta.
Credited to Grygier (1985, corrected from 1984 in
Bowman and Abele by M. Grygier, pers. comm.;
see also Grygier, 1987a, b, 1996a), the taxon cur-
rently contains no further taxonomic divisions oth-
er than a single genus, Hansenocaris It6, to accom-
modate the curious “y-larvae.” The group consists
Rationale Hf 21
of small (250-620 micrometers) nauplii with a
vaulted and ornamented cephalic shield, sometimes
with complex honeycomb patterns, followed by a
relatively long and ornamented trunk region. The
intriguing possibility that these planktonic forms
may be larval tantulocaridans (which would result
in tantulocaridans being classified under the Face-
totecta) has also been suggested (M. Grygier and
W. Newman, pers. comm.), based in part on the
fact that there are still gaps in the known life cycle
of tantulocarids following the work of Boxshall
and Lincoln (1987) and Huys et al. (1993). As Gry-
gier (pers. comm.) points out, “there is a hole in the
tantulocaridan life cycle where y-larvae might fit
(i.e., the progeny of the supposedly sexual males
and females), but it would be a very tough fit.”
Newman (pers. comm.) succinctly describes the
current state of our knowledge: “They [facetotec-
tans] are the larvae of some very small, parasitic
maxillopodan, and if not tantulocarids, they are the
last survivors of some other great free-living radi-
ation close to them.” A recent review of the Face-
totecta was provided by Grygier (1996a).
INFRACLASS ASCOTHORACIDA
The Ascothoracida have been treated in the past
sometimes as an order (e.g., by Newman, 1992),
but that rank is changed to infraclass here to ac-
commodate the constituent taxa that have been el-
evated to (or treated as) orders by Grygier (1987a,
b) and Newman (1987, 1996), whose classifications
we follow (see also Grygier, 1983a, b, 1987c,
1996b). Our classification thus includes two fami-
lies, Ascothoracidae Grygier, 1987, and Ctenoscu-
lidae Thiele, 1925, that were not included in the
Bowman and Abele (1982) listing. Thus, the infra-
class currently consists of two orders, Laurida and
Dendrogastrida, each with three families.
INFRACLASS CIRRIPEDIA
Whether the Cirripedia should include the Rhizo-
cephala (e.g., Hoeg, 1992a) or whether the Rhizo-
cephala are early offshoots of the cirripedian line
and not members of the crown group (as in New-
man, 1982, 1987; Grygier, 1983a; Schram, 1986)
is not settled. However, there appears to be a grow-
ing consensus that the Rhizocephala and the Cir-
ripedia form a monophyletic group. Hgeg (1992a)
provides strong evidence based on larval morphol-
ogy, and Spears et al. (1994) support this with mo-
lecular data. There is some evidence (both morpho-
logical and molecular) that Cirripedia, with or
without the Rhizocephala, may be paraphyletic
(Newman, 1987; Spears et al., 1994). Our classifi-
cation treats the Cirripedia as one of three infra-
classes of the subclass Thecostraca. Included in our
Cirripedia are the Rhizocephala. This is more in
line with Hgeg’s (1992a) view, where he suggested
that Cirripedia be defined as containing the Rhi-
zocephala, Thoracica, and Acrothoracica, than
with Newman’s (1992) view, although Newman
22 Hf Contributions in Science, Number 39
(pers. comm.) has indicated to us more recently that
he now agrees with placing the rhizocephalans
within the Cirripedia. Characters of the naupliar
and cypris larval stages argue for inclusion of the
rhizocephalans within the Cirripedia (Hgeg,
1992a), and molecular evidence (in the form of
rRNA sequences) supports this (Spears et al.,
1994). A close relationship between Rhizocephala
and Thoracica is supported by 18S rDNA data as
well (Abele and Spears, 1997).
Although earlier molecular studies (Spears et al.,
1994) seemed to indicate that the Ascothoracida
might be the sister taxon to the Acrothoracica
(which we have included in the Cirripedia), further
analyses have not supported this arrangement
(Spears and Abele, 1997). Thus, our current ar-
rangement maintains the inclusion of the Acrotho-
racica within the Cirripedia.
Treatment of the Iblomorpha as one of four tho-
racican suborders (with no phylogenetic order im-
plied) is at least in keeping with the finding of Mi-
zrahi et al. (1998) that [bla is not as different from
other thoracicans as some earlier workers had sup-
posed and should not be treated as near the base
of the stem of the Thoracica.
An extensive morphology-based cladistic analysis
of the Cirripedia Thoracica by Glenner et al.
(1995), reanalyzed with some characters rescored
by Hgeg et al. (1999), supported the monophyly of
the Balanomorpha and Verrucomorpha and sug-
gested that several groups, among them the Pedun-
culata, Scalpellomorpha, and Chthamaloidea, were
demonstrably paraphyletic. Yet other major ques-
tions remained unresolved, and Glenner et al.
(1995) suggested that the fields of larval ultrastruc-
ture, early ontogeny, and molecular sequencing
might be promising areas for future research. An-
derson (1994:326) presented a slightly different
classification, where the Cirripedia (which he treats
as a subclass within the class Thecostraca) com-
prises five superorders (two of which, the Archi-
thoracica and Prothoracica, would be new taxa
coined by him), but this has not been followed by
many other workers. Naupliar evidence seems to
support, in general, the classification we have de-
picted within the cirripedes based on adult mor-
phology (Korn, 1995). Hoeg (1995) presents some
interesting alternatives based on evolution of the
sexual system of cirripedes and related groups,
where again thecostracans and tantulocaridans are
depicted as sister taxa.
A study of the brachylepadomorphs (Newman,
1987) led Newman to abandon thoughts of poly-
phyly in favor of monophyly of the sessile barnacles
(Newman, 1991, 1993, 1996, and pers. comm.).
Thus, the Sessilia was resurrected to contain the
brachylepadomorphs, verrucomorphs, and balano-
morphs, as was the Penduculata for the peduncu-
late barnacles. This has been challenged by Glenner
et al. (1995) (see above and see also the reanalysis
of the Glenner at al. data by Hgeg et al., 1999).
A review of various bodies of information con-
Rationale
cerning barnacle evolution (Schram and Hegeg,
1995) reveals mostly that we still have much to
learn about the relationships of the various groups
of maxillopods.
SUPERORDER ACROTHORACICA
For this group, we have followed the classification
of Newman (1996), where acrothoracicans are di-
vided among two orders, Pygophora (with two
families) and Apygophora (with a single family).
SUPERORDER RHIZOCEPHALA
Our classification of this group follows Hgeg
(1992), Hoeg and Rybakov (1992), Hgeg and Liitz-
en (1993, 1996), Huys (1991), and Liitzen and
Takahashi (1996). Thus, we treat the Rhizocephala
as an infraclass that contains two orders, Kentro-
gonida (with three families) and Akentrogonida
(with six families), although there is concern that
one or both of these orders may be paraphyletic
(see Hoeg and Litzen, 1993). Jensen et al. (1994a,
b) supported monophyly of the Akentrogonida on
the basis of details of the lattice organs.
Within the Kentrogonida, concerning the issue of
authorship of the families Peltogastridae and Sac-
culinidae (which we had earlier credited to Bosch-
ma), W. Vervoort writes (pers. comm.): “... both
the families Peltogastridae and Sacculinidae must
be ascribed to Lilljeborg, 1860. This has been duly
checked. Boschma lived [from] 1893-1976 and
cannot possibly be the author of these two families.
Holthuis and I consulted Lilljeborg’s 1860 publi-
cation, a copy of which is in our library; there is
not a shadow of a doubt concerning his author-
ship.” The family Sylonidae (Sylidae in Bowman
and Abele) has been subsumed within the Clisto-
saccidae Boschma, which is now included in the
Akentrogonida (J. Hoeg, pers. comm.).
Within the Akentrogonida, three new families
(Duplorbidae, Mycetomorphidae, and Thompson-
iidae) were described by Hoeg and Rybakov (1992)
and one new family (Polysaccidae) was added by
Liitzen and Takahashi (1996). The Chthamalophil-
idae is recognized as a valid family (also following
Hegeg and Rybakov, 1992), and, as noted above,
the Clistosaccidae was transferred into the Aken-
trogonida from the Kentrogonida.
SUPERORDER THORACICA
Although few new extant families have been sug-
gested since 1982, there have been significant re-
arrangements of the cirripedes (or attempts to re-
arrange them) by workers using morphological and
molecular data. Perhaps the most comprehensive is
the cladistic study by Glenner et al. (1995), who
concluded that many currently recognized groups
appear to be paraphyletic, including the groups that
appear in our classification under the headings “Le-
padomorpha” and “Pedunculata.” However, Glen-
ner et al. (1995) also noted that “we have far to go
Contributions in Science, Number 39
before a new taxonomy can emerge” and suggested
the continued use of such commonly used terms as
“lepadomorphs” or “pedunculates” as long as
workers understand that these are groupings more
of convenience than of common descent. We are
not in agreement with this philosophy and would
prefer to recognize taxa that reflect common de-
scent, but in this group, it is apparent that we are
not yet at the point where we know which clades
are valid.
For the most part, we have followed the classi-
fication of the Thoracica given by Newman (1996).
Thus, we are recognizing the order Pedunculata (an
old name that was previously thought to lack va-
lidity but that Newman (1996) feels is a natural
assemblage and thus has resurrected) as containing
four suborders. Some of the names in this order
(e.g., Heteralepadomorpha, Iblomorpha, Scalpel-
lomorpha) are credited to Newman (1987), al-
though it is clear that these higher taxon names are
based on older works, which perhaps should be
credited as the taxon author and date if we were
to closely adhere to ICZN article 50.3.1 as extend-
ed to higher taxa. Many of the families now treated
in these four suborders were elevated from subfam-
ily status by Newman (1987). For example, within
the Scalpellomorpha, only the family Scalpellidae
Pilsbry is also found in the Bowman and Abele
(1982) classification. Within the resurrected order
Sessilia (see Newman, 1987; Buckeridge, 1995), the
brachylepadomorph family Neobrachylepadidae
was described by Newman and Yamaguchi (1995)
and the verrucomorph family Neoverrucidae was
described by Newman (1989, in Newman and Hes-
sler, 1989:268; see also Newman, 1989). Within
the Balanomorpha, Buckeridge (1983) added the
superfamily Chionelasmatoidea, containing the sin-
gle family Chionelasmatidae. Suggestions for evo-
lutionary radiations within the Balanomorpha were
presented by Yamaguchi and Newman (1990). A
recent molecular analysis of several thoracican taxa
(Harris et al., 2000) suggests that the sessile bar-
nacles are monophyletic but that the pedunculate
forms (our Pedunculata) may not be.
SUBCLASS TANTULOCARIDA
The Tantulocarida, bizarre parasites of other deep-
sea crustaceans, were known as early as the begin-
ning of the 20th century (reviewed by Huys, 1990e,
1991; Boxshall, 1991, 1996) but were recognized
as a distinct class of Crustacea only in 1983
(Boxshall and Lincoln, 1983), just too late for in-
clusion by Bowman and Abele (1982). They have
since been relegated to a subclass or infraclass with-
in the Thecostraca or have been proposed as the
sister group to the Thecostraca within the Maxil-
lopoda (e.g., Boxshall and Huys, 1989a; Boxshall,
1991; Huys et al., 1993). Our classification follows
that of Huys (1990e) (see also Huys, 1991, where
two families are also described). Discussions of the
relationships of tantulocaridans (all of which lack
Rationale Hf 23
recognizable cephalic limbs, other than paired an-
tennules in one known stage, which makes eluci-
dation of their affinities very difficult) to other
Crustacea can be found in the above works as well
as in Boxshall and Lincoln (1987) and Huys et al.
(1993). Newman (pers. comm.) feels that, based on
the placement of the male and female genital ap-
ertures and based also on the fact that the male
genital aperture empties at the end of a median in-
tromittant organ, tantulocarids are so closely relat-
ed to the Thecostraca that placement within the
subclass Thecostraca may be warranted. Certainly
they appear more closely related to the Thecostraca
than to any other maxillopodan group (W. New-
man, pers. comm.; J. Hgeg, pers. comm.; and some
of the above references). However, for the present
classification, we have retained them as a separate
group within the Maxillopoda but not within the
Thecostraca. Separate status of the Thecostraca and
Tantulocarida was also suggested on morphological
grounds by Boxshall and Huys (1989a), although
we have not closely followed their proposed ar-
rangement (their fig. 6) for the organization of the
Maxillopoda.
The unusual and confusing life cycle of the tan-
tulocarids is now more completely known, thanks
to the work of Boxshall and Lincoln (1987) and
Huys et al. (1993). Based on these works and be-
cause of the gap still remaining in the known tan-
tulocarid life cycle, the possibility that y-larvae (the
Facetotecta) might belong to this taxon has at least
been considered (M. Grygier, pers. comm.; see ear-
lier discussion under Facetotecta).
SUBCLASS BRANCHIURA
To our knowledge, this subclass, containing a single
order and family, has not changed since Bowman
and Abele (1982) (see also Gruner, 1996). Bill Poly
(pers. comm.) alerted us to the fact that, although
the order Arguloida is often credited to Rafinesque
(1815), Rafinesque employed only the term “Ar-
gulia” without treating it as a family or order. The
first person to use the name as an order was ap-
parently S. Yamaguti (1963, as Argulidea) (B. Poly,
pers. comm.). Bowman and Abele (1982) credited
the family name to Leach (1819) (as did Yamaguti,
1963, and Gruner, 1996). Although Leach’s usage
appeared after Rafinesque’s work, we have credited
Leach with recognition of the family and Yamaguti
(1963) for the order, despite Rafinesque’s original
(1815) use of “Argulia,” which of course became
the basis of both family and order names. Yamaguti
(1963) also established the family Dipteropeltidae,
and some subsequent workers (e.g., Overstreet et
al., 1992; Young, 1998) have continued to recog-
nize it, although we do not.
SUBCLASS PENTASTOMIDA
One of the most contentious changes in the new
classification is the inclusion within the Crustacea
Maxillopoda of the former phylum Pentastomida,
24 Hf Contributions in Science, Number 39
all members of which are, as adults, parasites in the
respiratory passages of vertebrates (see reviews by
Riley, 1986, and Palmer et al., 1993). An alliance
between pentastomes and branchiuran crustaceans
was first suggested on the basis of sperm morphol-
ogy some 29 years ago (Wingstrand, 1972; see also
Wingstrand, 1978; Riley et al., 1978; Grygier,
1983). Inclusion of pentastomes among the Crus-
tacea was actually considered but rejected by Bow-
man and Abele (1982), who at the time felt that
insufficient evidence was available on that issue.
Ironically, it was Abele et al. (1989) (see also Abele
et al., 1992) who finally confirmed this relationship
(although some would debate whether this was
confirmed or not) by comparison of 18S rRNA se-
quences. Additional supporting spermatological ev-
idence has accumulated since that publication (e.g.,
Storch, 1984; Storch and Jamieson, 1992). Storch
and Jamieson (1992) concluded that “a sister-group
relationship of pentastomids and Branchiura . . . is
confirmed” and that “the sperm of the pentastome-
branchiuran assemblage appear to be the most
highly evolved of the flagellate crustacean sperm.”
Some modern invertebrate texts now treat the pen-
tastomids as crustaceans (e.g., Brusca and Brusca,
1990; Ruppert and Barnes, 1994). Brusca and Brus-
ca (1990) mention additional evidence such as sim-
ilarities in the type of embryogenesis, cuticular fine
structure, and arrangement of the nervous system.
Nevertheless, the amazing discovery of fossils
from Middle Cambrian limestones that are ex-
tremely similar to extant pentastomes (Walossek
and Miller, 1994; Walossek et al., 1994) would
seem to cast doubt on placing them within the
Crustacea (see discussions in Walossek and Miiller,
1994, 1998; also Almeida and Christoffersen,
1999) and certainly would argue against their being
maxillopods. If these fossils are indeed related to
modern-day pentastomids (an issue we feel is not
yet settled, but see Almeida and Christoffersen,
1999, for a dissenting opinion), then this finding
would dispel any notion that the pentastomes are
a recently derived group. Walossek and Miller
(1994) make the point that, if pentastomids are re-
lated to branchiurans, then the morphology of the
two groups as well as their modes of development
have differed markedly for more than 500 million
years, such that present day similarities of their
sperm morphology might seem to carry less weight.
If the Cambrian fossils are indeed pentastomids—
appearing hundreds of millions of years before
most of their present day hosts were on the scene—
we must rethink whether we can accept such a ma-
jor divergence in body plan so soon after the Crus-
tacea itself appears in the fossil record. Thus, our
inclusion of them here represents an acceptance of
the available molecular and sperm morphology
data (for additional molecular support, see Garey
et al., 1996, and Eernisse, 1997) over apparently
sound fossil evidence to the contrary; this may
prove to be an error. Brusca (2000) suggests a way
to reconcile the issues if early pentastomids were
Rationale
parasites of early fish-like vertebrates as represented
by the conodonts, many of which were present in
the Cambrian.
The classification we follow for the pentastomids
is from Riley (1986; see also Riley et al., 1978).
This classification has been questioned recently by
Almeida and Christoffersen (1999), who do not
consider pentastomes to be crustaceans. Almeida
and Christoffersen suggest, based on a cladistic
analysis of available genera, the recognition of the
Raillietiellida as a new order to contain their new
family Raillietiellidae (for the genus Raillietiella),
the recognition of the Reighardiida as a new order
to contain the family Reighardiidae, and the dis-
solution of the family Sambonidae. Additionally,
the Porocephalida was partitioned by them into
two superfamilies. We have not followed the Al-
meida and Christoffersen (1999:702) classification
here.
Authority for the taxon name Pentastomida was
somewhat difficult to decipher. Riley (pers. comm.)
informs us that the name “Pentastomum” was first
employed by Rudolphi (1819) to refer to a single
species, and several workers (e.g., Almeida and
Christoffersen, 1999) credit the taxon name Pen-
tastomida to Rudolphi. We have been unable to lo-
cate a work by Rudolphi in 1819 and suspect that
Rudolphi, 1809, was the intended reference, as Ru-
dolphi described the genus Pentastoma and used
the group name Pentastomata in this 1809 work
(L. Holthuis, pers. comm.). Diesing (1836) first
used it (as Pentastoma) for the entire group, al-
though the rank was not given. Elevation to phy-
lum status was not suggested until 1969 (Self,
1969), although his evidence and reasoning were
flawed (Riley, pers. comm.). Prior to that, there
were various spellings and ranks assigned (e.g., by
Heymons, 1935; Fain, 1961; and others; see Riley,
1986). Thus, because Diesing was the first to use
the name Pentastoma for the entire assemblage, we
have attributed the authorship of the Pentastomida
to him.
Riley (1986) also was of the opinion that pen-
tastomids were allied with arthropods and proba-
bly with crustaceans, noting that “the available ev-
idence overwhelmingly indicates that pentastomids
are euarthropods and, more specifically, that their
affinities are closer to crustaceans than unirami-
ans.” More recently, however, he has indicated that
the return to the status of separate phylum is prob-
ably warranted (pers. comm., 1998). Riley’s (1986)
classification (his table 1), which we have followed,
recognized nine families in two orders. Two sub-
orders of the Porocephalida are mentioned in Ril-
ey’s text, but he chose not to recognize them in his
table, and we have followed his lead.
The inclusion of pentastomids among the Crus-
tacea takes the known morphological diversity and
lifestyle extremes of the Crustacea—already far
greater than for any other taxon on earth—to new
heights. How many other predominantly marine in-
vertebrate taxa can claim to have representatives
Contributions in Science, Number 39
living in the respiratory passages of crocodilians,
reindeer, and lions?
SUBCLASS MYSTACOCARIDA, ORDER
MYSTACOCARIDIDA
To our knowledge, there have been no suggested
changes in the classification of, or in our under-
standing of the phylogeny of, the mystacocarids
since Bowman and Abele (1982). The subclass con-
tinues to be represented by a single extant order
(Mystacocaridida) and family (Derocheilocaridi-
dae). In their review of crustacean relationships
based on 18S rDNA, Spears and Abele (1997) not-
ed, within the maxillopodan groups, that “the long
branch leading to the first lineage, the Mystacocar-
ida, indicates extensive divergence relative to other
crustaceans.” Schram et al. (1997) suggest a mys-
tacocarid + copepod lineage; a relationship with
copepods has also been suggested by Boxshall and
Huys (1989) and Walossek and Muller (1998). The
group was most recently reviewed by Boxshall and
Defaye (1996) and Olesen (2001).
SUBCLASS COPEPODA
What could have been a truly daunting task for us
has been made considerably easier by the relatively
recent publication of Copepod Evolution by Huys
and Boxshall (1991), by Damkaer’s (1996) list of
families of copepods (along with their type genus),
and by three recent treatments of copepods by Ra-
zouls (1996, free-living copepods), Raibaut (1996,
parasitic copepods), and Razouls and Raibaut
(1996, phylogeny and classification). Our accep-
tance of the Huys and Boxshall classification re-
sulted in 26 families that have been added, while
18 families recognized by Bowman and Abele have
been replaced, resulting in a net gain of 8 families.
Additional families have been described or recog-
nized since then (listed below). Huys and Boxshall
(1991) proposed some rather sweeping changes in
some of the higher taxonomic levels as well. Indeed,
most of the suborders and superfamilies appearing
in the Bowman and Abele (1982) list have been
suppressed. This tack was taken also by Damkaer
(1996), although he does not cite Huys and Box-
shall. Where the two classifications differ, we tend-
ed to follow Huys and Boxshall (1991), and readers
are referred to that tome for arguments underlying
these changes. However, we must also point out
that not everyone has accepted the changes sug-
gested by Huys and Boxshall (1991) (see especially
the critique by Ho, 1994a). Indeed, Huys continues
to use the superfamily concept in some instances
(see Huys and Lee, 1999, for the Laophontoidea)
even though it was not used in Huys and Boxshall
(1991). W. Vervoort (pers. comm.) reminds us that
“a subdivision of a subclass the size as that of the
Copepoda will always remain a matter of personal
choice,” and indeed some of the changes advocated
by Huys and Boxshall have been corrected by these
same authors in subsequent personal communica-
Rationale Hf 25
tions, as noted below. These changes represent not
a capricious nature but our constantly changing un-
derstanding of a tremendously diverse group of or-
ganisms.
Just prior to the publication of Huys and Box-
shall’s book, Ho (1990) presented a cladistic anal-
ysis of the orders of the copepods. The results of
that analysis differ in several significant ways from
the classification of Huys and Boxshall (and thus
from our classification). For example, Ho (1990)
recognized a gymnoplean clade that included the
Platycopioidea and Calanoidea, and this clade was
the sister group to the remaining copepod orders.
In contrast, Huys and Boxshall (1991) treated the
Platycopioidea as being outside of the Gymnoplea.
There are other differences as well, such as the
placement of the monstrilloids and cyclopoids. Ho
(1990) consistently placed these taxa near each oth-
er, whereas Huys and Boxshall (1991) separate
them in their classification, at least implying that
they are not closely related. In his subsequent cri-
tique of the Huys and Boxshall (1991) phylogeny,
Ho (1994a) pointed out an alternative phylogeny
where the Misophrioida was depicted as the sister
group to the remaining seven orders of the Podo-
plea. For an in-depth review of recent attempts at
producing copepod phylogenies, interested readers
should consult Huys and Boxshall (1991) and the
critique by Ho (1994a). A more recent molecular
study (Braga et al., 1999) of relationships among
the Poecilostomatoida, Calanoida, and Harpacti-
coida yielded somewhat different results, with the
Poecilostomatoida depicted as basal to the calan-
oids and harpacticoids, in contrast with the above-
mentioned morphology-based hypotheses.
The review of copepod phylogeny and classifi-
cation presented by Razouls and Raibaut (1996)
(based in part on Boxshall, 1983, 1986; Boxshall
et al., 1984; Por, 1984) recognizes 10 orders of co-
pepods, as did Huys and Boxshall (1991). How-
ever, Razouls and Raibaut (1996) did not list the
orders under superorders or subclasses, preferring
instead to treat each order separately and refrain
from phylogenetic hypotheses (although they repro-
duce the “tree” of important events in the evolution
of copepods from Boxshall, 1986). Also, the list of
accepted families within each order is not always
the same in the two treatments. The included fam-
ilies are not always given by Razouls and Raibaut
(1996), and there are differences in the names and
dates assigned to some of the families. It is also
apparent that some phylogenetic information may
be forthcoming from detailed studies of copepod
developmental (naupliar and copepodid) stages
(e.g., see Dahms, 1990, 1993), but the data to date
are preliminary and incomplete (Dahms, 1990).
M. Grygier informs us (pers. comm.) that the
correct date for the many copepod taxa named by
Giesbrecht should perhaps be 1893 rather than
1892; he refers to Scott’s (1909) note in the Siboga
Expedition (a note added to the entry for Gies-
brecht’s Naples volume in the reference list of Scott,
26 HM Contributions in Science, Number 39
1909). We have not seen Scott’s 1909 reference list,
but the date 1893 has been confirmed by W. Ver-
voort (pers. comm.), who additionally notes that
Scott was a contemporary of Giesbrecht and that
there is therefore “no reason at all to doubt [his]
accuracy.” We have thus used this date (1893) in-
stead of the often-used 1892.
Publications describing or recognizing additional
families subsequent to Bowman and Abele (1982),
some of which appeared too late for inclusion in
(or subsequent to) Huys and Boxshall (1991), are
listed in the following sections on copepod orders.
ORDER PLATYCOPIOIDA
This newly recognized order (established by Fos-
shagen, 1985, in Fosshagen and Iliffe, 1985) is
based on the family Platycopiidae Sars, 1911, and
currently contains only that family and its four gen-
era (Platycopia, Nanocopia, Sarsicopia, and Antri-
socopia). Because Sars established the family Pla-
tycopiidae, an argument could be made that Sars
should be the name associated with the higher tax-
on as well, although most workers credit Fosshagen
(correctly) and/or Fosshagen and Iliffe (1985).
ORDER CALANOIDA
Publications with newly described calanoid taxa in-
clude Fosshagen and Iliffe (1985; Boholinidae),
Suarez-Morales and Iliffe (1996; Fosshageniidae),
Ohtsuka, Roe, and Boxshall (1993; Hyperbiony-
chidae), and Ferrari and Markhaseva (1996; Par-
kiidae). Suarez-Morales and Iliffe (1996) also erect-
ed a superfamily, the Fosshagenioidea, to accom-
modate their new family Fosshageniidae, but in
keeping with our decision to follow the Huys and
Boxshall (1991) classification, which avoids super-
families, we have not included that taxon, instead
listing the Fosshageniidae alphabetically among the
other calanoid families. The family name Phyllo-
podidae has been replaced (because an older use of
the name Phyllopus was suppressed only for pur-
poses of synonymy and not homonymy; G. Box-
shall, pers. comm.), and the family name erected to
replace it is Nullosetigeridae (Soh et al., 1999). The
very similar spelling of the families Pseudocyclopi-
dae and Pseudocyclopiidae, pointed out earlier by
some readers as a possible error, is in fact correct
and results from the former being based on the ge-
nus Pseudocyclops Brady while the latter is based
on the genus Pseudocyclopia Scott (G. Boxshall,
pers. comm.). Park (1986) presented a brief discus-
sion of calanoid phylogeny (based largely on that
of Andronov, 1974); more recently, Braga et al.
(1999) examined relationships among calanoid su-
perfamilies using 28s rRNA data.
ORDER MISOPHRIOIDA
Two new families of misophrioidans, the Palpo-
phriidae and Speleophriidae, both comprising gen-
era found in anchialine habitats, were described by
Rationale
Boxshall and Jaume (2000, see also 1999). The pal-
pophriids and misophriids constitute a clade that is
the sister group to the Speleophriidae (Boxshall and
Jaume, 1999).
ORDER CYCLOPOIDA
Papers with new cyclopoid taxa include Boxshall
(1988; Chordeumiidae), Ho and Thatcher (1989;
Ozmanidae [of interest because this family is based
on a new genus and species from a freshwater snail,
making it, according to the authors, the “first par-
asitic copepod ever recorded from a freshwater in-
vertebrate”]), da Rocha and Iliffe (1991; Speleo-
ithonidae), and Ho et al. (1998; Fratiidae). The
family Thespesiopsyllidae has been removed, as it
is an objective synonym of Thaumatopsyllidae (see
McKinnon, 1994). The family Mantridae, original-
ly placed in the Poecilostomatoida, was transferred
to the Cyclopoida by Huys (1990d).
We initially removed from the cyclopoids the Bo-
trylophyllidae and Buproridae, following Huys and
Boxshall (1991). Illg and Dudley (1980) recognized
these as subfamilies of the Ascidicolidae (along
with five other subfamilies), and Huys and Boxshall
(1991) followed that arrangement. However, Huys
(pers. comm.) has suggested that the Buproridae
(and also the Botrylophyllidae; see below) should
be reinstated. G. Boxshall (pers. comm.) also feels
that the Ascidicolidae, as constituted, “is too het-
erogeneous and the Buproridae at least should be
accorded separate family status.” However, the sit-
uation with the Botrylophyllidae is more problem-
atic, one problem being that it is a junior synonym
of the Schizoproctidae (Illg and Dudley, 1980; G.
Boxshall, pers. comm.); Boxshall (pers. comm.)
feels that most, but not all, of the seven ascidicolid
subfamilies recognized by Illg and Dudley (1980)
“will eventually be given full family status.” Thus,
we have reinstated the Buproridae but not the Bo-
trylophyllidae. The former families Enterocolidae,
Enteropsidae, and Schizoproctidae were also re-
duced to subfamilies of the Ascidicolidae by Illg
and Dudley (1980), according to J.-S. Ho (pers.
comm.). The family Cucumaricolidae was trans-
ferred here from the Poecilostomatoidea following
Huys and Boxshall (1991), among other such
changes (see their book). Other changes to the
Bowman and Abele (1982) list include the removal
of the Doropygidae (long known to be a synonym
of the Notodelphyidae) and the Namakosiramiidae
(a synonym of the harpacticoid family Laophonti-
dae) (J.-S. Ho, pers. comm.; G. Boxshall, pers.
comm.). Ho (1994b) discussed cyclopoid phyloge-
ny (based on cladistic analysis of the 10 families
known at that time) and concluded that parasitism
had arisen twice in the group.
ORDERS GELYELLOIDA AND
MORMONILLOIDA
The order Gelyelloida was established by Huys
(1988) for the family Gelyellidae, treated in the past
Contributions in Science, Number 39
as a harpacticoid family and listed as “infraorder
incertae cedis” by Bowman and Abele (1982:11).
The Mormonilloida is unchanged, consisting still of
the single family Mormonillidae.
ORDER HARPACTICOIDA
Papers describing new harpacticoid taxa (or elevat-
ing former subfamilies) include Huys (1990a, Ad-
enopleurellidae; 1990b, Hamondiidae, Ambungui-
pedidae; 1990c, Cristacoxidae, Orthopsyllidae),
Por (1986, Argestidae, Huntemanniidae, Paranan-
nopidae [revised by Huys and Gee, 1996], Rhizo-
thricidae [splitting the polyphyletic Cletodidae]),
Fiers (1990, Cancrincolidae), Huys and Willems
(1989, Laophontopsidae, Normanellidae; see also
Huys and Lee, 1999), Huys and Iliffe (1998, No-
vocriniidae), Huys (1988, Rotundiclipeidae), Huys
(1993, Styracothoracidae), and Huys (1997, Super-
ornatiremidae). Huys and Lee (1999) elevated to
family level the Cletopsyllinae, formerly a subfam-
ily of the Normanellidae (following Huys and Wil-
lems, 1989). The Paranannopidae established by
Por (1986) was relegated to a subfamily of the
Pseudotachidiidae by Willen (1999); the Pseudo-
tachidiidae was formerly a subfamily of the Tha-
lestriidae. Huys et al. (1996) referred to this assem-
blage (the Paranannopidae) as the Danielsseniidae
Huys and Gee because Paranannopidae was based
on an unavailable genus name. Thus, the family
Paranannopidae (= the Danielsseniidae of Huys et
al., 1996) does not appear in our list, as it is con-
sidered a subfamily of the Pseudotachiidae follow-
ing Willen’s (1999) preliminary study. The subfam-
ily Leptastacinae Lang was upgraded to a family by
Huys (1992). The family Gelyellidae, treated by
Bowman and Abele (1982) as a harpacticoid fam-
ily, was transferred to its own order, Gelyelloida,
by Huys (1988). Relationships among the laophon-
toidean families were addressed by Huys (1990b)
and Huys and Lee (1999).
Arbizu and Moura (1994) found the family Cy-
lindropsyllidae polyphyletic and elevated the for-
mer subfamily Leptopontiinae to family level (fam-
ily Leptopontiidae). Although they also suggested
that the family Cylindropsyllidae should be rele-
gated to a subfamily of the Canthocamptidae, we
have retained the family Cylindropsyllidae for now
(and on the advice of R. Huys, pers. comm.).
ORDER POECILOSTOMATOIDA
Papers describing new poecilostomatoid taxa in-
clude Humes (1986, Anthessiidae), Humes and
Boxshall (1996, Anchimolgidae, Kelleriidae, Ma-
crochironidae, Octopicolidae, Synapticolidae,
Thamnomolgidae), Avdeev and Sirenko (1991, Chi-
tonophilidae [incomplete description; tentative
placement in the Poecilostomatoida is based on
pers. comm. from W. Vervoort, A. Humes, and G.
Boxshall]), Ho (1984, Entobiidae, Spiophanicoli-
dae), Humes (1987, Erebonasteridae), Marchenkov
and Boxshall (1995, Intramolgidae), Huys and
Rationale Hi 27
Bottger-Schnack (1997, Lubbockiidae), Lamb et al.
(1996, Nucellicolidae), Boxshall and Huys (1989b,
Paralubbockiidae), Ho and Kim (1997, Polyanky-
lidae). The family Phyllodicolidae was transferred
here from the cyclopoids by Huys and Boxshall
(1991) (it still appears as a cyclopoid in Damkaer,
1996).
Also within the poecilostomatoids, the Lernaeo-
soleidae was elevated (from the Lernaeosoleinae
Yamaguti, 1963) by Hogans and Benz (1990). The
family Amazonicopeidae proposed by Thatcher
(1986) has not been recognized; it is thought to be
a synonym of the Ergasilidae by G. Boxshall (pers.
comm.) and J. Ho (pers. comm., and citing Amado
et al., 1995). The family Anomopsyllidae (included
in Bowman and Abele, 1982, and in Huys and
Boxshall, 1991) is not listed here. According to G.
Boxshall (pers. comm.), “the genus Anomopsyllus
was included in the Nereicolidae by Stock (1968),
the family Anomopsyllidae thus becoming a junior
synonym of the Nereicolidae.” Laubier (1988) (un-
fortunately overlooked by Huys and Boxshall,
1991) described both sexes of the genus and con-
firmed that it is a nereicolid. The family Vaigamidae
proposed by Thatcher and Robertson (1984) also
is not included here, as it was shown to be a syn-
onym of the Ergasilidae by Amado et al. (1995).
The Nucellicolidae, although retained for now, may
prove to be a junior synonym of the Chitonophili-
dae (R. Huys, pers. comm.). Finally, the family Mi-
crallectidae has been established recently (Huys,
2001) to accommodate poecilostomatoid genera as-
sociated with pteropods.
Ho (1984) suggested phylogenetic relationships
among the nereicoliform families, indicating three
main lines of evolution. Later, Ho (1991) conduct-
ed a more thorough analysis of the 47 known poe-
cilostomatoid families, which remains the most in-
depth study of poecilostomatoid relationships while
at the same time being somewhat preliminary in
nature. Relationships of 10 poecilostomatoid fam-
ilies (in the lichomolgoid complex) are presented by
Humes and Boxshall (1996). Unfortunately, we
could not follow their suggestions here because of
the absence of knowledge concerning the other
(nonlichomolgoid) poecilostomatoid families.
ORDER SIPHONOSTOMATOIDA
Papers describing new siphonostomatoid taxa in-
clude Izawa (1996, Archidactylinidae [question-
able, as this is an incomplete description]), Humes
and Stock (1991, Coralliomyzontidae), and Humes
(1987, Ecbathyriontidae). The Herpyllobiidae
(treated as siphonostomes by Huys and Boxshall,
1991) have been removed to the Poecilostomato-
idea (R. Huys, pers. comm.). Two new families, Di-
chelinidae and Codobidae, have been proposed re-
cently for siphonostomatoid genera parasitic on
echinoderms (Boxshall and Ohtsuka, 2001), and
the family Scottomyzontidae (erected for Scotto-
myzon gibberum, a symbiont of the asteroid Aste-
28 Hi Contributions in Science, Number 39
rias rubens) was established by Ivanenko et al.
(2001).
ORDER MONSTRILLOIDA
With the transfer of the Thaumatopsyllidae to the
Cyclopoida (Huys and Boxshall, 1991; Grygier,
pers. comm.), the order Monstrilloida has been re-
duced to a single family, Monstrillidae, which now
is credited to Dana rather than to Giesbrecht fol-
lowing ICZN Opinion 1869 (M. Grygier, pers.
comm.).
There have also been many additional changes to
the list of copepod families that are not detailed
here—including additions, deletions, reinstatements
of older families, corrected spellings and authors,
etc.—suggested by various workers, mostly Ju-Shey
Ho, Arthur Humes, H.-E. Dahms, G. Boxshall, and
Rony Huys. In some cases, we did not ask for a
published reference, instead taking these workers at
their word (and also because in some cases the sug-
gestion has not been published).
CLASS OSTRACODA
This section received extensive input from Dr. Anne
Cohen, and our treatment of this group is in many
ways based on her impressive knowledge of this
taxon. Major references included Morin and Cohen
(1991), Martens (1992), Whatley et al. (1993),
Hartmann and Guillaume (1996), Martens et al.
(1998), and Cohen et al. (1998).
Many previous workers have considered ostra-
codes to be a subclass of the Maxillopoda. The
strongest reason for including ostracodes among
maxillopods is, apparently, the presence in ostra-
codes of a naupliar eye with three cups and tapetal
cells between the sensory and pigment cells (e.g.,
see Elofsson, 1992; Huvard, 1990; and earlier pa-
pers cited in these works). This feature is found also
in the Thecostraca, Branchiura, and Copepoda, and
for this reason, Schram (1986), Brusca and Brusca
(1990), and others have placed ostracodes within
the Maxillopoda (see also discussions in Grygier,
1983a; Boxshall, 1992; Elofsson, 1992; Cohen et
al., 1998). Schram (pers. comm., and citing K.
Schultz, Das Chitinskelett der Podocopida und der
Frage der Metamerie dieser Gruppe, doctoral dis-
sertation, University of Hamburg, which we have
not seen) informs us that an additional apomorphy
that argues for inclusion of ostracodes within the
Maxillopoda is the location of the gonopods.
Swanson’s (1989a, b, 1990, 1991) discovery of liv-
ing specimens of the primitive ostracode genus
Manawa (family Punciidae) caused him to suggest
the inclusion of ostracodes within the Maxillopoda
as well. Cohen et al. (1998) note the following
“perhaps homologous morphological characters”: a
medial naupliar eye that has three cups and a ta-
petal layer (present in most Myodocopida and in
many Podocopida), and overall reduction in body
size and limb number.
However, other workers are quick to point out
Rationale
that reduction in body segmentation has occurred
independently as a functional adaptation in many
different and unrelated crustacean taxa and that the
unique features of the Ostracoda argue for their
recognition as a separate class (see especially dis-
cussions in Newman, 1992; Boxshall, 1992; Wil-
son, 1992). Treatment of ostracodes as a subclass
of the Maxillopoda has additional problems as
well. Wilson (1992) could not find support for plac-
ing the former within the latter based on morpho-
logical grounds (although Schram and Hof, 1998,
point out errors in Wilson’s analysis that, if cor-
rected, would indeed group ostracodes with one
cluster of Maxillopoda). Abele et al. (1992) rejected
the inclusion of ostracodes in the Maxillopoda on
molecular grounds. Spears and Abele (1997) sug-
gest the possibility that, based on molecular data,
both Ostracoda and Maxillopoda might be para-
phyletic.
There is also some evidence, both morphological
and molecular, that the two major groupings of the
Ostracoda (Myodocopa and Podocopa) may not
constitute a monophyletic assemblage (e.g., see
Vannier and Abe, 1995; Spears and Abele, 1997).
On the other hand, Cohen et al. (1998), based on
the many similarities between these two groups,
“regard it more parsimonious and useful to assume
that they do.” This older view—that ostracodes are
monophyletic—has been adopted here and is in fact
held by a majority of current workers in the field.
The assignment of ostracodes to a group “Ento-
mostraca” (which included, in addition to ostra-
codes, the Branchiopoda, Cirripedia, Branchiura,
and Phyllocarida) by McKenzie et al. (1983) was
clearly an unsupported departure (see also discus-
sions on Branchiopoda and Phyllocarida and notes
on Entomostraca under the general heading Crus-
tacea).
A modified version of the classification of the Os-
tracoda used by Whatley et al. (1993), which will
be the basis for the classification used in the up-
coming revision of the Treatise on Invertebrate Pa-
leontology (“more or less,” according to Whatley,
pers. comm.; R. Kaesler, pers. comm.), was sent to
us by R. Whatley. This classification, which differs
considerably from what was proposed by Mc-
Kenzie et al. (1983) and also from the classification
used by Hartmann and Guillaume (1996), has been
followed fairly closely. Differences include the spell-
ing of the endings of superfamilies. We use the
ICZN-recommended ending “—oidea” (which in the
latest (fourth) edition of the International Code of
Zoological Nomenclature is mandatory rather than
a recommendation; ICZN, 1999, article 29.2).
Whatley, in one of the more interesting responses
we received, has indicated that the “-oidea” spelling
is an “attempted imposition” by the ICZN. Kaesler
(pers. comm.) and Whatley (pers. comm.) note that
ostracodologists prefer to think of the higher
groups as superfamilies rather than as suborders
and are also more accustomed to the use of the
ending “-acea” for superfamilies and thus are more
Contributions in Science, Number 39
familiar with, and prefer, the concept of a super-
family Bairdiacea as opposed to a superfamily Bair-
dioidea or suborder Bairdiocopina. On the spelling
of superfamily names, however, the ICZN recom-
mendation (ICZN, 1999, fourth edition, article
29.2) is rather clear: “The suffix -OIDEA is used
for a superfamily name, -IDAE for a family name,
-INAE for a subfamily name ...” etc. And it ap-
pears to us that it is primarily the paleontologists
(who are, we admit, the majority of the ostraco-
dologists) rather than neontologists who prefer
(and use) the “-acea” ending for superfamilies (e.g.,
see Martens, 1992, and Martens et al., 1998, for
living freshwater ostracode superfamilies, all of
which are spelled according to ICZN recommen-
dation 29.A [now 29.2]). As Martens et al. (1998:
41) explain in a note to accompany their classifi-
cation, “... as ostracods are animals, we will fol-
low the ICZN throughout this book.”
Thus, we have followed the ICZN recommen-
dation (as did Bowman and Abele, 1982, and
Schram, 1986) for spellings of superfamilies (e.g.,
Bairdioidea, not Bairdiacea). Whatley (pers.
comm.) also feels that, relative to the Podocopida,
the Myodocopa is probably “one hierarchical level
too high.” Whatley (pers. comm.) considers his
own arrangement (Whatley et al., 1993) “old fash-
ioned but acceptable to people who actually work
on the group,” a justification that we feel is baseless
but that, at the moment, faces nothing in the way
of a serious alternative classification. Martens
(1992) and Martens et al. (1998) appear to base
their decisions more on shared derived characters
and more often than not employ characters of the
entire animal (as opposed to those of the shell
only). Consequently, we have followed their lead
for the names, spellings, and arrangement of the
superfamilies and families of the freshwater families
as far as was possible (not all families are treated
in those works). Thus, although Whatley would re-
move the superfamilies Macrocypridoidea and Pon-
tocypridoidea (placing their families among the Cy-
pridoidea), we have maintained these groupings
following Martens (1992) and Martens et al.
(1998). Whatley (pers. comm.) also feels that the
family Saipanettidae (= Sigilliidae; see later) is no
more than a subfamily of the Bairdiidae, whereas
Martens (1992) recognized a separate superfamily,
the Sigillioidea Mandelstam, to accommodate this
unusual group, and here again we have followed
Martens (1992).
Whatley (pers. comm.) and Whatley et al. (1993)
also place the unusual and primitive family Punci-
idae in the Platycopida (he considers Manawa to be
a member of the Cytherellidae), indicating that
there are still no living members of the Palaeocop-
idae. Martens et al. (1998) also feel that there are
no living palaeocopids, which also supports trans-
fer of the punciids. We have followed Whatley’s ad-
vice in moving the punciids to the Platycopida (al-
though they appear to share no unique characters
with platycopids and differ in many respects), but
Rationale Hf 29
we have retained them in their own family, the Pun-
ciidae, as we are not aware of any publications that
demonstrate that they belong among the cytherel-
lids. Possibly a better solution would have been to
list them as incertae sedis for now.
Although there have been rearrangements of the
Ostracoda, there have been surprisingly few higher
taxa described or recognized since Bowman and
Abele (1982) and Cohen (1982). The fossil brado-
riids and the “phosphatocopines” of Sweden’s Up-
per Cambrian “Orsten” fauna are no longer con-
sidered true ostracodes. Walossek and Miller
(1998, in Edgecombe) hypothesize that, although
phosphatocopines are not crown group crustaceans
(their “Eucrustacea”), they may be the sister taxon
to this group.
SUBCLASS MYODOCOPA
Arrangement of families in the Myodocopa follows
Kornicker (1986:178), which in turn was based
largely on McKenzie et al. (1983), although some
of the higher taxon spellings have been changed for
consistency. The suborder Cladocopina may be de-
serving of status as a separate order (A. Cohen,
pers. comm.), although this step has not been taken
here (see also Kornicker and Sohn, 1976, who first
suggested the inclusion of the Cladocopina and
Halocypridina within the Halocyprida).
SUBCLASS PODOCOPA
The superfamilies Bairdioidea and Cytheroidea
have been elevated to suborders, with spelling
changed to Bairdiocopina and Cytherocopina (re-
spectively) (following Martens, 1992, and A. Co-
hen, pers. comm.). Alexander Liebau (pers. comm.)
informs us that the Cytherocopina has been divided
by him (Liebau, 1991; not seen by us) into two
infraorders, the Nomocytherinina (which includes
species showing epidermal cell constancy reflected
by mesh constancy of reticulate sculptures) and the
Archaeocytherinina, containing the paraphyletic re-
maining cytherocopines. We have not used this di-
vision here. Within the Cytheroidea, we have used
the list of families supplied by R. Whatley (pers.
comm.), based in part on Whatley et al. (1993) and
on his anticipation of the Ostracoda section of the
next edition of the Treatise on Invertebrate Pale-
ontology (Whatley, pers. comm.; R. Kaesler, pers.
comm.). The family Bonaducecytheridae McKenzie
has been removed (R. Maddocks, pers. comm.).
The superfamily Terrestricytherioidea and its sole
family, the Terrestricytheridae, have been removed;
Martens et al. (1998), citing Danielopol and Betsch
(1980), note that Terrestricypris is a modified mem-
ber of the Candonidae (the spelling of which has
been corrected from Candoniidae; R. Maddocks,
pers. comm.).
The suborder Metacopina now contains only fos-
sils and thus has been removed from our classifi-
cation, as the Darwinulocopina has now been es-
tablished by Sohn (1988) to accommodate the fam-
30 Hf Contributions in Science, Number 39
ily Darwinulidae (A. Cohen, pers. comm.). The for-
mer superfamily Cypridoidea is now treated as a
suborder, Cypridocopina Jones (Martens et al.,
1998). The family Paracyprididae has been re-
moved; this group also is now thought to be a sub-
family of the Candonidae (Martens et al., 1998).
The Cypridopsidae has been removed (Martens et
al., 1998). The family Saipanettidae, formerly in
the superfamily Healdioidea (which has been re-
moved), also has been removed. The Saipanettidae
was found to be a junior synonym of the Sigilliidae,
an extant family reviewed recently by Tabuki and
Hanai (1999). Spelling of the Sigilliidae was ini-
tially given as Sigillidae by Tabuki and Hanai
(1999); we have corrected it based on the spelling
of the genus Sigillium. The Sigilliidae is now treated
as a member of the superfamily Sigillioidea (see Ta-
buki and Hanai, 1999; spelling emended from Sig-
illoidea; R. Maddocks, pers. comm.), which in turn
has been placed in its own suborder, the Sigillio-
copina (see Martens, 1992). Martens (1992) origi-
nally suggested recognition at the infraorder level,
as “infraorder 3, ‘Sigillioidea.’” The spelling we use
for the suborder was first employed by Cohen et al.
(1998).
CLASS MALACOSTRACA
Because of their size and numbers, malacostracans
have been the subject of a huge number of classi-
ficatory and phylogenetic studies employing mor-
phological characters, molecular characters, or
both. For the most part, there seems to be agree-
ment that the Malacostraca itself is a monophyletic
grouping (e.g., see Hessler, 1983; Dahl, 1983a, b,
1991; Mayrat and Saint Laurent, 1996; Shultz and
Regier, 2000; Watling et al., 2000; Richter and
Scholtz, in press), although differing opinions can
certainly be found. There is considerably less agree-
ment concerning the constituencies and relation-
ships of the various groupings of the Malacostraca,
and these topics are the subject of a vast body of
literature (much of which was reviewed recently by
Richter and Scholtz, in press). Attempts to place
phyllocarids outside the Malacostraca have largely
been shown to be misguided (see below). We have
tried to refer readers to the salient papers that offer
arrangements that differ from our own in the in-
dividual sections that follow.
SUBCLASS PHYLLOCARIDA, ORDER
LEPTOSTRACA
The status of the subclass Phyllocarida (which in-
cludes only one extant order, the Leptostraca) as
true malacostracans is now fairly well accepted. Ar-
guments can be found in Dahl (1987), in rebuttal
to Schram (1986), who had been in favor of res-
urrecting the older term Phyllopoda to include
branchiopods, cephalocarids, and leptostracans
(see also Rolfe, 1981; Dahl, 1992; Martin and
Christiansen, 1995a; Spears and Abele, 1999; Rich-
ter and Scholtz, in press; but see also Ferrari, 1988,
Rationale
for a rebuttal of Dahl’s criticism). Inclusion of lep-
tostracans within the Malacostraca has been fur-
ther supported by molecular evidence (rDNA data
summarized in Spears and Abele, 1997, 1999; see
also Shultz and Regier, 2000, for EF-1a and Pol II
data). Hessler (1984) established the family Neba-
liopsidae in recognition of the great differences set-
ting the genus Nebaliopsis apart from other leptos-
tracans, thereby doubling the number of recognized
families of the extant phyllocarids. However, J.
Olesen (1999b, and pers. comm.) finds that, de-
pending upon the choice of outgroups (and char-
acters) used in cladistic analyses of the group (based
on descriptions in the literature), there is still some
room for doubt as to whether Nebaliidae is mono-
phyletic or paraphyletic (with Nebaliopsis nested
within the other nebaliacean genera). Most recent-
ly, Walker-Smith and Poore (2001) have erected a
third family, Paranebaliidae, to contain the genera
Paranebalia and Levinebalia (the latter of which
was described by Walker-Smith, 2000).
Our treatment of the Phyllocarida follows Hes-
sler (1984), Martin et al. (1996), Dahl and Wagele
(1996), and our PEET web page for Leptostraca
(URL http://www.nhm.org/~peet/) in recognizing
two extant families (see Rolfe, 1981, for extinct
phyllocarids) plus the recently established family
Paranebaliidae following Walker-Smith and Poore
(2001). Most authors in the past have credited the
family Nebaliidae to Baird (1850). However, ac-
cording to L. Holthuis (pers. comm.), Samouelle
(1819:100) mentioned “Fam. VI. Nebaliadae” [sic]
in his “Entomologist’s Useful Compendium,” which
of course predates Baird’s (1850) work. Thus, we
have attributed the family Nebaliidae to Samouelle,
1819.
SUBCLASS HOPLOCARIDA, ORDER
STOMATOPODA
Several workers, today and in the past (examples
include Hessler, 1983; Scholtz, 1995; Richter and
Scholtz, in press), have considered the hoplocarids
to be members of the Eumalacostraca, a placement
that has been used often and in some textbooks as
well (e.g., Brusca and Brusca, 1990). However, we
have retained their placement as a separate subclass
within the Malacostraca pending further explora-
tion of this question (see review by Watling et al.,
2000). Our treatment of the hoplocarids as sepa-
rate from the other Eumalacostraca also is consis-
tent with some (admittedly weak) molecular evi-
dence (see Spears and Abele, 1997, 1999b) and
with cladistic analyses based mostly on fossil taxa
(e.g., Hof, 1998a, b; Hof and Schram, 1999).
Schram (1971, 1986) had argued earlier for sepa-
rate status of the hoplocarids as well. Spears and
Abele (1997) could state only that the position of
the “Hoplocarida relative to the Eumalacostraca is
equivocal” (low bootstrap value) based on rDNA
sequence data, and thus they were “unable to de-
termine whether hoplocarids represent a separate,
Contributions in Science, Number 39
independent malacostracan lineage with taxonomic
rank (subclass) equivalent to that of phyllocarids
and eumalacostracans.” Their subsequent paper
(Spears and Abele, 1999b) seems (to us) to indicate
somewhat stronger evidence that hoplocarids are
not eumalacostracans, but the authors are suitably
cautious in not saying so. Without firm indications
that we should do otherwise, we have maintained
separate status for the Hoplocarida and Eumala-
costraca. Although a thorough cladistic analysis of
fossil and extant crustacean taxa by Schram and
Hof (1998) resulted in a tree that showed hoplo-
carids arising from somewhere within the Eumala-
costraca, these authors also noted that forcing the
hoplocarids into a “sister group” position to the
Eumalacostraca increased tree length by only 1%.
Other workers (e.g., Watling, 1999a), recognizing
how very derived the stomatopods are, place them
in the Eumalacostraca as the sister taxon to the Eu-
carida. Most recently, Richter and Scholtz (in press)
suggested that hoplocarids occupy a basal position
within the Eumalacostraca. Thus, placement of the
hoplocarids continues to be an unresolved issue,
but we felt that the weight of the evidence placed
them outside, rather than within, the Eumalacos-
traca. Scholtz (pers. comm.) additionally suggests
that our crediting the name Eumalacostraca to
Grobben is therefore incorrect, as Grobben includ-
ed the hoplocarids among the Eumalacostraca (but
see earlier notes on names, dates, and the ICZN).
Within the Hoplocarida, most of our changes are
based on the catalog provided by H.-G. Miller
(1994) and on Manning (1995), and our final ar-
rangement of families and superfamilies follows the
recent cladistic analysis by Ahyong and Harling
(2000). Publications that describe or recognize fam-
ilies or higher taxa of stomatopods subsequent to
Bowman and Abele (1982) include Manning (1995,
Indosquillidae, Parasquillidae, Heterosquillidae),
Manning and Bruce (1984, Erythrosquillidae [for
which the superfamily Erythrosquilloidea was later
created by Manning and Camp, 1993]), Manning
and Camp (1993, Tetrasquillidae), Moosa (1991,
Alainosquillidae), and Ahyong and Harling (2000,
superfamilies Eurysquilloidea and Parasquilloidea).
Concerning phylogeny within the Hoplocarida,
there is recent evidence from several laboratories
that the superfamily Gonodactyloidea as presented
in Bowman and Abele (1982) is not a monophyletic
grouping (Hof, 1998b; Ahyong, 1997; Barber and
Erdmann, 2000; Ahyong and Harling, 2000; Cap-
pola and Manning, 1998; Cappola, 1999) and that
within the gonodactyloids the eurysquillids may be
paraphyletic. These same authors disagree over
whether the Bathysquilloidea are monophyletic
(Cappola and Manning, 1998) or not (Ahyong,
1997). A comparative study of eye design in sto-
matopods (Harling, 2000) also supports a nonmon-
ophyletic Gonodactyloidea and questions the five-
superfamily scheme of Miller (1994). The non-
monophyly of the Gonodactyloidea necessitates the
creation of additional families and superfamilies to
Rationale Hf 31
accommodate some of the former gonodactyloid
taxa (Ahyong, 1997; Ahyong and Harling, 2000;
Cappola and Manning, 1998). Cappola and Man-
ning (1998) also suggested that a new superfamily
and family (Eurysquilloidoidea, Eurysquilloididae)
should be established to accommodate the former
eurysquillid genus Eurysquilloides. We have fol-
lowed the classification suggested by Ahyong and
Harling (2000). According to their scheme, the
families Eurysquillidae and Parasquillidae, formerly
treated as members of the Gonodactyloidea, are
each deserving of superfamily status, and thus they
established the superfamilies Eurysquilloidea and
Parasquilloidea to accommodate them. The Gono-
dactyloidea has been reconfigured and now con-
tains the Alainosquillidae, Hemisquillidae, Gono-
dactylidae, Odontodactylidae, Protosquillidae,
Pseudosquillidae, and Takuidae. The family Het-
erosquillidae established by Manning (1995) has
been removed, as it was suggested to be a synonym
of Tetrasquillidae (see Ahyong and Harling, 2000).
In the most recent treatment, Ahyong (2001) syn-
onymized the Harpiosquillidae Manning with the
Squillidae; thus the Harpiosquillidae is not in our
list.
Hof (1998b) recognized two main clades of ex-
tant stomatopods. One clade included most of the
gonodactyloid families but excluded the alainos-
quillids and the eurysquillids. The second clade
contained the remaining extant families and indi-
cated possible affinities between the squilloids and
lysiosquilloids and also between the bathysquilloids
and erythrosquilloids. Hof (1998b) points out that,
although his results are preliminary, the fact that
fossils should be included when at all possible in
any cladistic analysis is clear and obvious from his
work. A cladistic analysis of the hoplocarids that
incorporated Paleozoic taxa was presented by Jen-
ner et al. (1998), but it did not resolve relationships
within the sole extant order (their Unipeltata). In
the most recent treatment, Ahyong and Harling
(2000) have also suggested that the recent stomato-
pods have evolved “in two broad directions from
the outset,” corresponding roughly to the smashing
and spearing types.
SUBCLASS EUMALACOSTRACA
The concept of the Eumalacostraca as a monophy-
letic assemblage has not been seriously challenged,
with the exception of the question of whether hop-
locarids belong (see above discussion under Hop-
locarida for arguments as to their inclusion or ex-
clusion). Our classification is roughly similar to
that of Bowman and Abele (1982) in recognizing
the Eumalacostraca and its constituent groups, al-
though there have been several significant rear-
rangements within and among those groups, as not-
ed below (see also Richter and Scholtz, in press).
Schram (1984a) reviewed characters that defined
the various eumalacostracan groups recognized at
32 Hi Contributions in Science, Number 39
that time and presented alternatives to more tradi-
tional classifications.
SUPERORDER SYNCARIDA, ORDERS
BATHYNELLACEA AND ANASPIDACEA
Monophyly of the Syncarida appears to be fairly
well accepted (e.g., Schram, 1984b; Richter and
Scholtz, in press). Within the Bathynellacea, we
have removed the family Leptobathynellidae, as
this was synonymized with the Parabathynellidae
by Schminke (1973:56). Schram (1984b) credits
both names (Bathynellidae, Bathynellacea) to
Chappuis (1915), whereas Lopretto and Morrone
(1998) credit the Bathynellidae to Grobben (as did
Bowman and Abele, 1982) and the Bathynellacea
to Chappuis. We have not been able to locate a
paper by Grobben describing bathynellids and so
have followed Schram’s (1984b, 1986) lead, cred-
iting both taxa to Chappuis (1915). The Anaspi-
dacea remains unchanged, with four extant fami-
lies.
Thus, our classification of the Syncarida and its
two orders (Anaspidacea and Bathynellacea) is the
same as that presented by Lopretto and Morrone
(1998), where all known syncarid genera are also
listed, and is essentially the same as the classifica-
tion suggested earlier by Schram (1984a:196) based
on a phylogenetic analysis of fossil syncarids (ex-
cluding the entirely fossil order Paleocaridacea).
SUPERORDER PERACARIDA
We continue to recognize the Peracarida, treating it
as a superorder that contains nine orders. This is
mostly in keeping with Bowman and Abele (1982)
and most major treatments since that time (see es-
pecially Hessler and Watling, 1999; Richter and
Scholtz, in press). However, there have been sug-
gestions made to abandon the Peracarida or at least
significantly revise it (e.g., Dahl, 1983a), and the
relationships among the various peracarid groups
(and of peracarids to other groups of crustaceans)
are very controversial. Schram (1986) advocated
eliminating the Peracarida of earlier workers, feel-
ing that it united groups that were only superficially
similar. Other workers (e.g., Pires, 1987; Brusca
and Brusca, 1990; Wagner, 1994; Hessler and Wa-
tling, 1999; Richter and Scholtz, in press) recognize
the group, but the treatments occasionally differ as
to which orders are included. Hessler and Watling
(1999) review major attempts to phyletically order
the peracarids, including Schram (1986), Watling
(1983), Wills (1997), and Wheeler (1997), all of
which have appeared subsequent to the Bowman
and Abele (1982) classification. There is little agree-
ment among these various schemes. Mysidaceans in
particular are sometimes treated as one order,
sometimes as the separate orders Lophogastrida
and Mysida within the Peracarida, and sometimes
suggested to fall outside of the Peracarida altogeth-
er. As examples, Watling (1998, 1999b) argues that
mysids should fall outside the Peracarida and that
Rationale
the Amphipoda are deserving of status separate
from all other peracarids and should constitute
their own superorder as a sister group to the re-
maining taxa, which would then constitute a re-
duced Peracarida sensu stricto. (Interestingly, if the
Mysidacea and Thermosbaenacea are removed
from Watling’s (1981) fig. 1, then the Amphipoda
would indeed appear as the sister group to all other
“true” peracaridans in that diagram.) But this is not
in agreement with Wagner (1994), who depicted
amphipods and isopods as closely related and de-
picted amphipods, isopods, cumaceans, and tanai-
daceans as a monophyletic clade. Wagner (1994)
also suggested affinities between the Thermosbaen-
acea and Mictacea and between those two groups
and the Spelaeogriphacea, whereas Pires (1987)
treated amphipods and mysidaceans as related taxa
that were in turn the sister group to all other per-
acarids. In Wagner’s phylogenies, the mysids (both
Mysida and Lophogastrida) are shown as the sister
group to the other Peracarida. Depending on where
the line is drawn, Wagner’s phylogeny could be
used as an argument for inclusion or exclusion of
the mysids within the Peracarida.
Spears and Abele (1997, 1998) have suggested,
on the basis of molecular data, that the two groups
of mysidaceans are not monophyletic (suggested
earlier by Dahl, 1983a, and others based on mor-
phological features), with the Lophogastrida group-
ing with other peracarids but with the Mysida fall-
ing outside that clade (see below). Jarman et al.
(2000) also concluded (on the basis of 28S rDNA
sequence data) that the Mysida and Lophogastrida
are not closely related but posited the Mysida closer
to the Euphausiacea. Thermosbaenaceans, treated
as true peracarids by us (see arguments below and
also Richter and Scholtz, in press), have in the past
been treated by some workers (e.g., Bowman and
Abele, 1982; Pires, 1987) as the separate order Pan-
carida, which we have abandoned. A more radical
departure is suggested by Mayrat and Saint Laurent
(1996), who suggested a phylogeny (their fig. 342)
of the Malacostraca in which the peracarids are
polyphyletic, with amphipods depicted as the sister
taxon to all other malacostracans (except the lep-
tostracans) and with cumaceans and mysids asso-
ciated with the higher eumalacostracans. This, to
us, seems unlikely. Richter (1999), after a thorough
analysis of characters of the compound eyes of mal-
acostracans, felt that “Lophogastrida and Mysida
are clearly members of the Peracarida.” These are
only a few of the suggestions to be found in the
rather confusing literature on the diverse peracarid
crustaceans. The most recent coverage is a won-
derful in-depth treatment of the entire Peracarida
in Tome VII, fascicule IIIA of the Traité de Zoologie
edited by J. Forest (see especially the review by Hes-
sler and Watling, 1999).
The suggestion that the orders Spelaeogriphacea,
Cumacea, Tanaidacea, and Thermosbaenacea con-
stitute a grouping termed the “Brachycarida” that
is the sister group to the Isopoda, first suggested by
Contributions in Science, Number 39
Schram (1981) and supported by Watling (1983,
1999b) [although note that the suggested placement
of isopods and amphipods differs in these two pa-
pers], is not followed here. However, removal of the
thermosbaenaceans from the “Pancarida” and
grouping them with the other peracarids, which we
have done, could be seen as supportive of that
move (see below under order Thermosbaenacea).
Gutu (1998) and Gutu and Iliffe (1998) have sug-
gested a novel reorganization of the peracarids,
where both the spelaeogriphaceans and mictaceans
would be treated as suborders of a new peracarid
order, the Cosinzeneacea (Gutu, 1998). The mic-
tacean family Hirsutiidae would be removed to the
new order Bochusacea (Gutu and Iliffe, 1998). We
have not followed this suggestion.
Thus, our Peracarida contains the two orders of
former “mysids” treated as the separate orders Lo-
phogastrida and Mysida (as in many earlier treat-
ments as well; see below), plus the Thermosbaen-
acea, in addition to the Spelaeogriphacea, Micta-
cea, Amphipoda, Isopoda, Tanaidacea, and Cu-
macea. Additional comments on each group are
given below.
ORDER SPELAEOGRIPHACEA
To date, there are only three known extant species
of this group, from South America (Brazil), South
Africa, and Australia (Pires, 1987; Poore and Hum-
phreys, 1998; see also Shen et al., 1998). Pires
(1987) suggested that spelaeogriphaceans and mic-
taceans might be sister taxa. A recent cladistic anal-
ysis stemming from the discovery of a new genus
and species from the Upper Jurassic of China (Shen
et al., 1998) indicates that the Spelaeogriphacea
may be paraphyletic. Although Shen et al. treat the
Spelaeogriphacea as a suborder under the order
Hemicaridea Schram, we have not followed that
suggestion. This may change if fossil taxa are in-
corporated into the next edition of this classifica-
tion. All species are currently considered members
of a single extant family, the Spelaeogriphidae, and
the group has been reviewed recently by Boxshall
(1999). Gutu (1998) has suggested recently that
spelaeogriphaceans and some former mictaceans
(the family Mictocarididae, not the Hirsutiidae)
should be treated as suborders within the newly
created order Cosinzeneacea. We have not followed
this suggestion, as most other workers seem to be
in agreement that the two groups are deserving of
separate status within the Peracarida.
ORDER THERMOSBAENACEA
The former order Pancarida (as used in Bowman
and Abele, 1982), erected to accommodate the or-
der Thermosbaenacea, has been eliminated in light
of suggestions that thermosbaenaceans are mem-
bers of a redefined Peracarida clade (see discussion
in Wagner, 1994; see also Monod and Cals, 1988;
Cals and Monod, 1988; Spears and Abele, 1998;
Richter and Scholtz, in press; and above under Per-
Rationale Hf 33
acarida). Our treatment of the Thermosbaenacea as
true peracarids is in agreement with morphological
interpretations (e.g., Monod, 1984; Cals and Mo-
nod, 1988; Monod and Cals, 1988, 1999) and re-
cent molecular evidence (Spears and Abele, 1998).
Other workers (e.g., Newman, 1983; Sieg, 1983a,
b; Pires, 1987; A. Brandt, pers. comm.) have argued
for maintaining separate status from the other per-
acarid groups (reviewed by Wagner, 1994). Wagner
(1994), whose extensive review we followed in the
current classification, also was of the opinion that
there is no real justification for excluding the Ther-
mosbaenacea from the Peracarida.
Within the Thermosbaenacea, two new families
have been described since 1982: Halosbaenidae
(Monod and Cals, 1988) and Tulumellidae (Wag-
ner, 1994). The family Monodellidae was also rec-
ognized by Wagner (1994), bringing the total to
four recognized extant families (up from one in
Bowman and Abele, 1982). Wagner’s (1994) thor-
ough treatment also suggests some phylogenetic re-
lationships among the thermosbaenaceans (as did
Monod and Cals, 1988). The Thermosbaenidae
and Monodellidae appear to be sister taxa, but the
position of the Tulumellidae was undetermined,
sometimes appearing as the sister group to the Hal-
osbaenidae and sometimes as part of the thermos-
baenid + monodellid clade (as in his “final pro-
posed phylogenetic tree”; Wagner, 1994, fig. 498).
Thus, we have not attempted to phyletically order
the four recognized families at this time. See also
the recent review by Monod and Cals (1999),
where previous systematic arrangements (Cals and
Monod, 1988; Wagner, 1994) are briefly discussed.
ORDERS LOPHOGASTRIDA AND MYSIDA
Abele and Spears (1997) concluded, based on
rDNA studies, that the Peracarida (including the
Thermosbaenacea) is indeed a monophyletic assem-
blage, but only if the Mysida are excluded. Jarman
et al. (2000) also would separate the Mysida, which
they felt are closer to the Decapoda, from the Lo-
phogastrida. Supporting evidence is also found in
the fact that all peracarids (again including ther-
mosbaenaceans but excluding Mysida) contain sim-
ilar hypervariable regions of 18S rDNA (Spears and
Abele, 1998). However, these distinctly peracarid
features appear to be present in the other mysida-
cean group, the Lophogastrida. The inclusion of the
mysids (both Mysida and Lophogastrida) in the
Peracarida (e.g., as suggested most recently by
Richter and Scholtz, in press) has also been ques-
tioned on morphological grounds. For example, as
noted above, Watling (1998, 1999a, b) feels that
the mysidaceans (i.e., both the Mysida and Lopho-
gastrida as the taxon Mysidacea) do not belong to
the Peracarida and are instead more closely allied
to the eucarids. Yet both groups of the Mysidacea
(Mysida and Lophogastrida) share some unique
and possibly synapomorphic morphological fea-
tures of the walking limbs (Hessler, 1982; see also
34 Hf Contributions in Science, Number 39
Hessler, 1985) and foregut (De Jong-Moreau and
Casanova, 2001) that suggest monophyly. Addi-
tionally, Richter (1999; see also Richter and
Scholtz, in press) has shown that lophogastridans
and mysidans share unique morphological compo-
nents to the design of their ommatidia (although
these features also are shared with Anaspidacea and
Euphausiacea). The recent treatment by Nouvel et
al. (1999) treats the Mysidacea as monophyletic
(see also Richter, 1994, for further arguments in
favor of monophyly of the Mysidacea).
Are mysidaceans paraphyletic? Is it possible that
the Mysida fall outside the Peracarida sensu stricta
but that the Lophogastrida are true peracarids (ig-
noring, for the moment, the larger question of
whether the Peracarida itself is monophyletic)? This
seems unlikely based on limb morphology (e.g.,
Hessler, 1982), and foregut morphology (De Jong-
Moreau and Casanova, 2001), and yet other work-
ers have noted significant differences between the
Mysida and Lophogastrida on morphological (and
now, it appears, on molecular) grounds. Several
other workers (e.g., G. Scholtz and S. Richter, pers.
comm.) commented on the distinct morphological
differences between the Lophogastrida and Mysida
and suggested that these taxa be elevated to ordinal
status and that the former Mysidacea that con-
tained the two be abandoned (but see also Richter,
1994, De Jong-Moreau and Casanova, 2001, and
Richter and Scholtz, in press, for arguments in fa-
vor of monophyly). We have split the former order
Mysidacea, elevating each of the former mysid sub-
orders to order level, as have several other workers
before us, such as Schram (1984, 1986), and Brusca
and Brusca (1990:624, who note that an increasing
number of specialists have begun to treat the two
groups separately). This could be seen as a prelim-
inary for removing one or both of these groups
from the Peracarida, if the suggestions of Watling
(1998, 1999a, b) and Spears and Abele (1998) find
additional support in the future. However, we have
kept the two groups within the Peracarida for now.
Taylor et al. (1998) analyzed the relationships of
a group of fossil malacostracans (the Pygocepha-
lomorpha) that are possibly allied with mysids; one
of their conclusions was that the recent mysids and
lophogastrids do form a clade (albeit a somewhat
“confused” one). Thus, our classification is most
similar to that of Brusca and Brusca (1990) in rec-
ognizing both former “mysidacean” groups as or-
ders within the superorder Peracarida rather than
as suborders within the Mysidacea (as presented by
Nouvel et al., 1999). Casanova et al. (1998) ex-
amined relationships of the two lophogastrid fam-
ilies (Eucopiidae and Lophogastridae) based on
morphological and limited molecular data. Among
their conclusions was that the monogeneric euco-
piids (Eucopia) originated from within the Lopho-
gastridae.
Authorities and dates for some taxa in the Mys-
ida have been changed to earlier workers and dates
(e.g., Mysida Haworth and Mysidae Haworth rath-
Rationale
er than Mysida Boas or Mysida Dana) following
the recommendation of L. Holthuis (pers. comm.)
citing ICZN article 50(c)(i) (now 50.3.1, ICZN
fourth edition, 1999). Tchindonova (1981) sug-
gested the erection within the Mysida of the sub-
orders Petalopthalmina and Stygiomysina as well as
the tribe Amblyopsini and the family Boreomysidae
(in addition to several new subfamilies, tribes, and
genera; P. Chevaldonne, pers. comm.). We have not
followed this suggestion.
ORDER MICTACEA
In 1985, two groups of workers simultaneously de-
scribed two new families of an entirely new order
of peracarid crustaceans and then jointly described
the new order (Bowman et al., 1985). The new
families were the Hirsutiidae (Sanders et al., 1985)
and the Mictocarididae (Bowman and Iliffe, 1985),
the latter of which formed the basis of the name of
the new order Mictacea. A second species of the
Hirsutiidae was described from Australia by Just
and Poore (1988). Although discovery of the Mic-
tacea has prompted speculation about its phyloge-
netic affinities, most workers are in agreement that
the group fits comfortably within the Peracarida.
Thus, we include the order and its two families
among the Peracarida, as does the most recent
treatment (Hessler, 1999) of the order. Gutu and
Iliffe (1998) described a new (third) species of hir-
sutiid from anchialine and submarine caves in the
Bahamas and suggested that the family be removed
to a new order, the Bochusacea (separate order sta-
tus for the hirsutiids had been suggested also by
Sanders et al., 1985). The other family of Mictacea
(Mictocarididae) was then proposed by Gutu
(1998) to belong to a new order, Cosinzeneacea,
which would include as suborders the Spelaeogri-
phacea and Mictacea. We have not followed the
suggestions of Gutu and Iliffe (1998) and Gutu
(1998).
ORDER AMPHIPODA
The Amphipoda, despite a large number of dedi-
cated workers and numerous proposed phylogenies
and classificatory schemes, remain to a large extent
an unresolved mess. Families proposed by one
worker often are not recognized by another, and
disparate classifications based on poorly defined
features seem to be the rule. The Gammaridea, con-
taining the vast majority of amphipod families, is
the most confusing suborder, although several
workers (e.g., Kim and Kim, 1993) have proposed
cladistically based rearrangements of the taxa. We
should comment especially on the “semi-phyletic
classification” put forth by Bousfield and Shih
(1994) in the journal Amphipacifica. This classif-
cation apparently is being used as the basis for am-
phipod classification in an upcoming publication
on common names of North American inverte-
brates overseen by the American Fisheries Society
(although “minor changes may yet be made”; E.
Contributions in Science, Number 39
Bousfield, pers. comm., March, 1999). Consequent-
ly, the Bousfield and Shih (1994) classification or
its successor in the AFS publication (see Bousfield,
2001) is likely to be cited often in the years to
come. Although the Bousfield and Shih (1994)
work is of value in reviewing previous classificatory
attempts in recent years, we have not adopted it
here. The classification divides the group into the
Amphipoda “Natantia” and Amphipoda “Reptan-
tia,” without assigning taxonomic rank to these di-
visions, and then lists the amphipod families under
superfamily headings. Unfortunately, no authors or
dates are provided for any of the higher taxa. A
further point of frustration is that the authors in-
clude in that paper several different phylogenetic
hypotheses based on different morphological fea-
tures; however, the phylogenies are not concordant,
so it is difficult to determine the characters on
which they base their resulting “semi-phyletic” clas-
sification. These disparaging comments should not
be taken as reflecting adversely on other papers
from these authors. And indeed, a large number of
papers in which various gammaridean amphipod
superfamilies and families are revised have been au-
thored by Bousfield and his colleagues in recent
years and should be consulted by workers interest-
ed in those families. These works include Jarett and
Bousfield (1994a, b, superfamily Phoxocephalo-
idea: Phoxocephalidae), Bousfield and Hendrycks
(1994, superfamily Leucothoidea: Pleustidae; 1997,
superfamily Eusiroidea: Calliopidae), Bousfield and
Kendall (1994, superfamily Dexaminoidea: Atyli-
dae, Dexaminidae), Bousfield and Hoover (1995,
superfamily Pontoporeioidea: Haustoriidae), Bous-
field and Hendrycks (1997, superfamily Eusiroidea:
Calliopiidae), and Bousfield and Hoover (1997, su-
perfamily Corophioidea: Corophiidae), and other
papers in the journal Amphipacifica.
Following the Fourth International Crustacean
Congress in Amsterdam, there was a meeting of
amphipod specialists in Kronenburg, Germany (the
IXth International Meeting on Amphipoda, July,
1998). One topic discussed in Kronenburg was
“Whither amphipod family-level taxonomy?” The
report stemming from that discussion (Vader et al.,
1998) is interesting and informative, and we quote
from it here:
Currently the classification of the Amphipoda is still in
a state of flux; the schedules of Jerry Barnard and Ed
Bousfield, often not very compatible and neither of
them based on cladistic analyses, are still prevalent.
Discussions revolved around the bush-like evolution of
the Amphipoda and envious comparisons to the Iso-
poda where the general classification appears clearer.
Not unexpectedly, the classification problems of the
Amphipoda were not solved! However, it was suggested
that a cladistic analysis of the amphipod families should
have high priority, simply to give a general idea of the
overall relationships, and to generate topics for further
studies.
To summarize, in the words of Les Watling (pers.
comm.), “most of us working in the amphipod
Rationale Hf 35
world would rather that the [gammaridean] fami-
lies be listed alphabetically rather than by super-
families.”
Thus, somewhat to our disappointment, we have
followed that group’s suggestion and also the work
of Barnard and Karaman (1991) (which has been
followed by several other workers such as De Broy-
er and Jazdzewski, 1993) in listing alphabetically
the many families of gammaridean amphipods in
the current classification. This was done in the
Bowman and Abele classification as well. The most
recent treatment, an indispensable review by Bel-
lan-Santini (1999), also lists the families of gam-
maridean amphipods (67 of them) alphabetically
(in addition to listing another 24 families of ques-
tionable standing) without using superfamilies.
This work (Bellan-Santini, 1999) differs from our
compilation slightly and should be consulted by
any serious student of gammaridean amphipods.
The alphabetical list of families presented here
has the advantage of not espousing one worker’s
view over another (although because Barnard and
Karaman, 1991, also listed families alphabetically,
it could be argued that we are preferring their ap-
proach; E. Bousfield, pers. comm.). It has the ad-
ditional advantage of signaling to future workers
that the gammarideans are in serious need of fur-
ther attention. However, our alphabetical listing
has the clear disadvantage of discarding some
groupings (e.g., corophioids, talitroids, lysianas-
soids) that seem to be fairly well accepted. An ad-
ditional problem that should be noted is that, while
we are avoiding superfamilies because they are con-
troversial and/or not widely used, the same could
be said for a large percentage of the families that
we have chosen to recognize.
Works appearing subsequent to the Bowman and
Abele (1982) classification that employ these su-
perfamily groupings (although not all in perfect
agreement as to the constituent families) of the
gammarideans include Schram (1986), Ishimaru
(1994), Bousfield (1983), and Bousfield and Shih
(1994). These papers should be consulted for fur-
ther information on gammaridean superfamily hy-
potheses. Further advances in our understanding of
amphipod phylogeny were presented as part of the
10th Colloquium on Amphipoda (Heraklion, Cre-
te, April, 2000) and include Berge et al. (2000),
Bousfield (2000a, b), Serejo (2000), and Lowry and
Myers (2000), abstracts of all of which are avail-
able via the Amphipod Homepage hosted by Old
Dominion University in Norfolk, Virginia (URL
http://www.odu.edu/% 7Ejrh100f/amphome).
SUBORDER GAMMARIDEA
Gammaridean amphipod families that have been
described or recognized since the Bowman and
Abele (1982) list include, in alphabetical order of
the families, Acanthonotozomellidae (by Coleman
and Barnard, 1991), Amathillopsidae (recognized
by Coleman and Barnard, 1991, credited to Pirlot,
36 Hf Contributions in Science, Number 39
1934, but considered only a subfamily of the Epi-
meriidae by Lowry and Myers, 2000), Allocran-
gonyctidae (by Holsinger, 1989), Aristiidae (by
Lowry and Stoddart, 1997), Bolttsiidae, Cardenioi-
dae, Clarenciidae (all by Barnard and Karaman,
1987), Cheidae (by Thurston, 1982), Condukiidae
(by Barnard and Drummond, 1982), Cyphocaridi-
dae (by Lowry and Stoddart, 1997), Dikwidae (by
Coleman and Barnard, 1991, suggested to be only
a tribe within the subfamily Amathillopsinae by
Lowry and Myers, 2000), Didymocheliidae (by Bel-
lan-Santini and Ledoyer, 1986), Endevouridae (by
Lowry and Stoddart, 1997), Ipanemidae and Me-
galuropidae (by Barnard and Thomas, 1988), Me-
tacrangonyctidae (by Boutin and Missouli, 1988),
Micruropidae (by Kamaltynov, 1999), Odiidae (by
Coleman and Barnard, 1991, but see Berge et al.,
1998, 1999, who believe that the Odiidae is para-
phyletic and that its genera belong instead within
the Ochlesidae), Opisidae (by Lowry and Stoddart,
1995), Pachyschesidae (by Kamaltynov, 1999), Par-
acalliopiidae (by Barnard and Karaman, 1982),
Paracrangonyctidae (by Bousfield, 1982), Paralep-
tamphopidae (by Bousfield, 1983), Perthiidae (by
Williams and Barnard, 1988), Phoxocephalopsidae
(by Barnard and Clark, 1984, who credit Barnard
and Drummond, 1982), Phreatogammaridae (by
Bousfield, 1982), Pseudamphilochidae Schellenberg
(revised and reinserted by Barnard and Karaman,
1982), Podoprionidae (by Lowry and Stoddart,
1996), Pseudocrangonyctidae (by Holsinger, 1989),
Scopelocheiridae (by Lowry and Stoddart, 1997),
Sinurothoidae (by Ren, 1999), Sternophysingidae
(by Holsinger, 1992), Urohaustoriidae (by Barnard
and Drummond, 1982), Valettidae (by Thurston,
1989), Wandinidae (by Lowry and Stoddart, 1990),
and Zobrachoidae (by Barnard and Drummond,
1982). Additionally, we include the Podoceridae
Leach, as this appears to be a widely recognized
and relatively uncontroversial family (e.g., in Bar-
nard and Karaman, 1991, and Bellan-Santini,
1999), although it was not listed by Bowman and
Abele (1982). Iphimedioid amphipods, like many
other groupings, are currently being revised, and as
a result, some of the names and ranks above will
undoubtedly change (see Lowry and Myers, 2000).
The family Lepechinellidae Schelenberg, listed in
Bowman and Abele (1982), has been removed. Bar-
nard and Karaman (1991) listed the genus Lepi-
chenella in the Dexaminidae and considered the
Lepichenellidae a synonym of the Dexaminidae
(but note that Bousfield and Kendall, 1994, treated
the Lepichinellidae as a subfamily of the Atylidae).
The family Conicostomatidae is listed in the Zoo-
logical Record (1983, vol. 20, section 10), where it
is attributed to Lowry and Stoddart (1983). How-
ever, although those authors recognized it as a
grouping of related taxa, they did not establish it
as a family in their 1983 paper, and they have not
done so subsequently (J. Lowry, pers. comm.).
Thus, the listing of the family in the Zoological Re-
cord is in error. The family Anamixidae is main-
Rationale
tained in our classification, although there is reason
to believe that this family was erected to accom-
modate what are turning out to be highly derived
males of some species of the Leucothoidae (J. Low-
ry, pers. comm.). If true, the Anamixidae will have
to be synonymized at some point. A few workers
asked us to “correct” the spelling of the family
name Liljeborgiidae to Lilljeborgiidae to reflect the
fact that the family name honors William Lilljeborg
(1816-1908). The confusion stems from the fact
that Vilhelm Liljeborg changed the spelling of his
name to William Lilljeborg sometime in the early
1860s. When Bate (1862) established the genus Lil-
jeborgia, he used the then-correct spelling honoring
Vilhelm Liljeborg. Thus, when Stebbing in 1899 es-
tablished the family Lilejborgiidae based on the ge-
nus Liljeborgia, he was obliged to use this spelling
as well even though, by that time, the man was
known as William Lilljeborg (J. Lowry, pers.
comm., and see Vader, 1972). (As an aside, the
spelling of the genus Lilljeborgiella, erected by
Schellenberg in 1931, is therefore also correct, as
by that time the name was William Lilljeborg).
All of the 67 families that Bellan-Santini (1999)
lists as those that “ne présent pas actuellement de
probléme majeur d’interprétation” are included in
our list. Bellan-Santini (1999) also lists another 24
families that do present problems, and some of
those are in our list as well. Some of the names and
dates attributed to some families differ between our
list and hers as well.
SUBORDER CAPRELLIDEA
Takeuchi (1993) indicated that the Caprellidea may
not be monophyletic but stopped short of propos-
ing a new classification of the group. His results
(Takeuchi, 1993, figs. 1, 5) indicated that the phtis-
icids are the sister group to all other caprellideans
and that the paracercopids are more closely related
to the caprellid-caprogammarid line (he did not
deal with the parasitic family Cyamidae). Thus, we
have removed the family Paracercopidae from the
superfamily Phtisicoidea and have placed it instead
in the superfamily Caprelloidea, leaving the Phtisi-
cidae the sole family of the Phtisicoidea. We saw
this move as preferable to creating yet another su-
perfamily (to contain the paracercopids) in an al-
ready taxon-dense suborder. In the same year and
in the same volume, Laubitz (1993) described two
new caprellidean families (Caprellinoididae and
Pariambidae). She also recognized as valid the Pro-
tellidae McCain and tentatively suggested some
evolutionary lines or trends within and leading up
to the Caprellidea. Some of these ideas differ from
those proposed by Takeuchi (1993), although both
workers recognize the same eight families (as does
Bellan-Santini, 1999). Also in that same volume,
Kim and Kim (1993) suggested affinities between
caprellideans and corophioids. Margolis et al.
(2000) have suggested that the Cyamidae may be
closer to the Caprogammaridae-Caprellidae lineage
Contributions in Science, Number 39
rather than to the Caprellinoididae-Phtiscidae line,
as suggested by Laubitz (1993). Several names and
dates have reverted to earlier workers (suggestions
of L. Holthuis, pers. comm.). The families Aeginel-
lidae and Dodecadidae have been deleted, as they
are now considered subfamilies of the Caprellidae
and Phtisicidae (K. Larsen, pers. comm.; Laubitz,
1993). See also Bellan-Santini (1999).
SUBORDER HYPERIIDEA
Workers familiar with hyperiideans may wonder
why we did not follow the revision of the Hyperi-
idea by Vinogradov et al. (1982, with English trans-
lation edited by D. Siegel-Causey appearing in
1996). While that work contains much updated in-
formation concerning the biology of hyperiideans
and nomenclatural changes below the level of fam-
ily, the authors followed, for the higher classifica-
tion, the earlier work by Bowman and Gruner
(1973). Thus, the Bowman and Abele (1982) clas-
sification is the more current of the two for higher
level taxa, although workers will want to consult
the Vinogradov et al. volume for information with-
in families and genera (D. Causey, pers. comm.).
Our classification is also consistent with the clas-
sifications of Schram (1986, which in turn was
based largely on Bousfield, 1983) and Bellan-San-
tini (1999). Kim and Kim (1993) suggested that hy-
periids may be related to certain leucothoid mem-
bers (Amphilochidae and Stenothoidae) of the
Gammaridea.
SUBORDER INGOLFIELLIDEA
Several workers (e.g., J. Holsinger, pers. comm.)
have pointed out that the ingolfiellids and metain-
golfiellids may not justify their own suborder and
could probably be accommodated within the Gam-
maridea. Indeed, Bowman and Abele (1982) listed
them alphabetically among the other gammaridean
families. However, Holsinger notes at the same time
that this view is not universally shared by other
amphipod workers, and most workers (e.g., Bellan-
Santini, 1999) continue to treat these two families
as the sole members of the suborder Ingolfiellidea.
Vonk and Schram (1998) argue for maintaining
separate status for the group. We have retained
their separate status pending further investigations
into the group’s affinities.
ORDER ISOPODA
The diversity of and fascination with isopods are
reflected in the relatively large number of carcinol-
ogists currently working on isopod systematics and
phylogeny. Although it is encouraging to see so
many skilled workers dedicated to resolving ques-
tions of isopod systematics, there are negative as-
pects, one of which is the relatively large number
of responses we received that contained conflicting
ideas or information. For the most part, we have
relied on the rather straightforward list of the ma-
Rationale Hf 37
rine isopods that has been posted on the World
Wide Web by B. Kensley and M. Schotte (http://
www.nmnh.si.edu/iz/isopod). However, in that
compilation, the various suborders and their con-
stituent superfamilies and families are arranged al-
phabetically. Brusca and Wilson (1991), while pro-
posing some phylogenetic changes that would se-
riously alter the arrangement of groups as present-
ed here (and at the same time countering several of
the hypotheses forwarded earlier by Wagele, 1989),
stopped short of proposing a new classification
based on their hypothesis. Their feeling was that
insufficient evidence had been amassed for propos-
ing classifications based on the phylogenetic hy-
potheses they were presenting as testable ideas. The
Brusca and Wilson (1991) analysis was criticized
by Wagele (1994), who in fact used their paper to
point out potential pitfalls in any attempt at com-
puter-generated cladistic analyses. Wagele (1994)
was in turn rebutted by Wilson (1996), who was
answered by Wagele (1996), and it would seem
that we have a long way to go before any consensus
concerning isopod phylogeny (not to mention phy-
logenetic method) is reached. Thus, our classifica-
tion is in some ways a step backward in that we
continue to recognize some groups, such as the Fla-
bellifera, that appear clearly paraphyletic (follow-
ing the analyses of both Brusca and Wilson, 1991,
and Wagele, 1989) but for which no alternative
classifications have been proposed. In the most re-
cent overall treatment of isopods, Roman and Dal-
ens (1999) continue to recognize the Flabellifera as
well while acknowledging that it is a heterogeneous
assemblage.
Additionally, many changes, especially those con-
cerning names and dates of the authorities credited
with establishing families but also concerning
whether or not to recognize a particular family,
have been incorporated at the request of some of
the major workers (e.g., L. Holthuis, B. Kensley, R.
Brusca, G. Poore, W. Wagele, and G. Wilson) via
personal communications. It has not always been
possible for us to verify these suggestions. Often,
despite a rather large library on crustacean system-
atics at our disposal, we have been unable to see
the original references. In cases where we received
conflicting information (such as whether the family
Arcturidae should be credited to White, 1850 vs.
Bate and Westwood, 1868 vs. Sars, 1899) and/or
we could not verify by checking on all of the sug-
gested references ourselves, we have chosen the first
known usage (in this case, using Arcturidae White,
1850, which turns out to be correct according to
G. Poore, who owns the book) in accordance with
ICZN article 50.3.1. One such change involves the
establishment of a large number of families and su-
perfamilies credited to Latreille. L. Holthuis (pers.
comm.) assures us that 1802 is the correct date for
the many taxa that have been, in the past, credited
to Latrielle (1803) (see earlier section on names,
dates, and the ICZN).
Major papers suggesting changes in how we or-
38 Hi Contributions in Science, Number 39
ganize the Isopoda that have appeared subsequent
to Bowman and Abele (1982) include Wagele
(1989) and Brusca and Wilson (1991). Poore
(2001a) presented a phylogeny of the Anthuridea
suggesting relationships among the six families
(two new), but to our knowledge, there have not
as yet been names proposed for the divisions sug-
gested by him. The most recent review, by Roman
and Dalens (1999), recognizes eight suborders.
Their arrangement differs from ours in that (1) they
recognize the suborder Gnathiidea, which we do
not, and (2) they do not recognize the suborders
Microcerberidea and Calabozoidea, which we do,
for reasons discussed below.
Concerning the former suborder Gnathiidea,
Brusca and Wilson (1991) suggested that the gna-
thiids were derived from among the families tradi-
tionally thought of as “flabelliferan” isopods (a
group that they demonstrate is not monophyletic).
Wagele (1989, pers. comm.) also would remove the
gnathiids from their own suborder, but his prefer-
ence was to place them among the Cymothoida, a
group he recognizes as containing a large number
of former Flabellifera families. We have, for the
current classification, removed the gnathiids from
their own superfamily and have placed them within
the Flabellifera, knowing that the Flabellifera itself
is not monophyletic and must some day be exten-
sively revised. L. Holthuis (pers. comm.) has sug-
gested that we credit the family name Gnathiidae
to Leach (1814) rather than to Harger (1880), as
was used by Bowman and Abele (1982) and Ro-
man and Dalens (1999).
SUBORDER PHREATOICIDEA
Wilson (pers. comm.) suggests that many of the
subfamilies of the Amphisopodidae recognized by
Nicholls (1943, 1944) will need to be elevated to
family level (e.g., as Hypsimetopodidae, Mesam-
phisopodidae, Phreatoicopsididae) once this sub-
order is revised (see also Wilson and Johnson,
1999; Wilson and Keable, 1999, 2001). Our clas-
sification follows Roman and Dalens (1999) in rec-
ognizing three families (the same three that appear
in Bowman and Abele, 1982). By listing the phrea-
toicids first among all isopod suborders, we are ac-
knowledging the primitive nature of these isopods.
Brusca and Wilson (1991) and Wilson and Johnson
(1999) have indicated that the phreatoicideans, all
of which are restricted to Gondwanan fresh waters,
may be “the earliest derived isopod Crustaca” (Wil-
son and Johnson, 1999:264). The phreatoicidean
fossil record extends back to the Carboniferous
(Wilson and Johnson, 1999).
SUBORDER ANTHURIDEA
Within this suborder, the family Antheluridae was
described by Poore and Lew Ton (1988) and the
families Expanathuridae and Leptanthuridae were
described recently by Poore (2001a; see also Poore,
1998). Our treatment differs from that of Roman
Rationale
and Dalens (1999) in that we include six families.
Roman and Dalens do not recognize the family An-
theluridae and of course could not have known
about the Expanathuridae and Leptanthuridae.
SUBORDER MICROCERBERIDEA
Wagele (1983) placed the family Microcerberidae
within the Aselloidea; Brusca and Wilson (1991)
considered the Microcerberoidea the sister group to
the Asellota and consequently suggested they not
be included among the Asellota. Our treatment of
the family as belonging to its own suborder and
superfamily follows Bowman and Abele (1982) but
is also in keeping with the suggestion of Brusca and
Wilson (1991). Additionally, we now treat the
monotypic family Atlantasellidae in this suborder
on the recommendation of G. D. F. Wilson (pers.
comm.).
SUBORDER FLABELLIFERA
Brusca and Wilson (1991) showed that the Flabel-
lifera was a paraphyletic grouping, a finding that
has been suggested also by other workers. Wagele
(1989) (rebutted to some degree by Wilson, 1996)
argued for dividing the flabelliferan families into
two somewhat smaller groups, the Cymothoida
and Sphaeromatidea (see Wagele, 1989). Wagele
would remove from the Flabellifera the family At-
lantasellidae (which he considers an Aselloidea).
The families Aegidae, Anuropidae, Argathonidae,
Cirolanidae, Corallanidae, Cymothoidae, and Tri-
dentellidae would belong to his grouping Cymo-
thoida Leach, 1814. The remaining families (Bathy-
nataliidae, Hadromastacidae, Keuyphyliidae, Lim-
noriidae, Phoratopodidae, Plakarthriidae, Seroli-
dae, Sphaeromatidae, and Tecticepitidae) he would
place in the Sphaeromatoidea. Thus, the two most
current and most ambitious schemes of isopod phy-
logeny, although agreeing in some respects, do not
agree even closely on how to treat the former fla-
belliferan families (see also Brandt et al., 1999, for
a comparison of phylogenetic hypotheses of sphae-
romatoid families in light of the fossil family
Schweglerellidae). Roman and Dalens (1999) rec-
ognize the Flabellifera, and divide it into three su-
perfamilies: Cirolanoidea (seven families), Sphae-
romatoidea (two families), and Seroloidea (two
families). We have retained the Flabellifera for the
current classification, knowing that this assemblage
cannot be considered monophyletic, and for now,
we have avoided the use of superfamilies. Recent
fossil finds (see Brandt et al., 1999) have pushed
back the origin of some former flabelliferan iso-
pods, indicating that the sphaeromatoid isopods, at
least, are of Late Jurassic ancestry or older.
Within the Flabellifera, the following changes
have been incorporated (listed alphabetically by
family): Ancinidae (elevated to family status by N.
L. Bruce, 1993), Argathonidae (removed per R.
Brusca, pers. comm.), Bathynomidae (removed per
B. Kensley, pers. comm.), Excorallanidae (removed
Contributions in Science, Number 39
per B. Kensley, pers. comm.), Hadromastacidae (de-
scribed by Bruce and Miller, 1991), Lynseiidae (de-
scribed by Poore, 1987; removed per Cookson and
Poore, 1994; see also Bruce, 1988), Protognathiidae
(described by Wagele and Brandt, 1988; moved
from Gnathiidea per R. Brusca and also G. Wilson,
pers. comm.), Tecticepitidae (originally described as
a subfamily by Iverson, 1982; elevated to family
status by N. L. Bruce, 1993), and Tridentellidae
(described by Bruce, 1984).
N. L. Bruce (1993) presented a key to the known
flabelliferan families, reappraised the family Sphae-
romatidae Latreille (a family in rather dire need of
internal revision; see Harrison and Ellis, 1991), and
recognized as families the Ancinidae Dana and Tec-
ticipitidae Iverson.
G. Poore (pers. comm.) informs us that the Ae-
gidae is correctly attributed to White (1850) rather
than to Leach (there are no families mentioned in
the only paper that Leach published in 1815, the
date given in Bowman and Abele for this family).
He also informs us that the families Ancinidae, Cir-
olanidae, and Serolidae are correctly attributed to
Dana (1852) instead of 1853 (as in Bowman and
Abele, 1982).
Bowman and Abele (1982) used the spelling An-
uropodidae for this isopod family, while noting
(1982: 21) that the tanaid family Anuropodidae Ba-
cescu was a homonym of the isopod family Anu-
ropodidae Stebbing. ICZN Opinion 1357 (ICZN,
1985b) dictated that the spelling of the isopod fam-
ily should be Anuropidae to remove the homony-
my, and thus we use Anuropidae as the correct
spelling of this isopod family.
The Plakarthriidae Hansen is, according to G.
Poore (pers. comm.), “an effective replacement
name for Chelonidiidae Pfeffer, 1887, but is con-
served under ICZN article 40”; Dr. Poore suggests
that the date 1887 should follow Hansen, 1905, in
parentheses, as Plakarthriidae Hansen, 1905
(1887).
SUBORDER ASELLOTA
According to G. Wilson and G. Poore (pers.
comm.), the currently recognized superfamilies of
the Asellota are either poly- or paraphyletic (see
also Wilson, 1987) and will not stand the test of
time. Roman and Dalens (1999) treat the Asellota
as being comprised of four superfamilies (down one
from Bowman and Abele, 1982; the Protallocoxoi-
dea and its single family, Protallocoxidae, have
been removed). We have followed this arrangement
here, recognizing the superfamilies Aselloidea, Ste-
netrioidea, Janiroidea, and Gnathostenetroidea.
The superfamily Pseudojaniroidea, proposed by
Wilson (1986), has been removed at his suggestion
(G. Wilson, pers. comm.; see also Serov and Wil-
son, 1999). Its former family, the Pseudojaniridae,
has been transferred to the Stenetrioidea following
the revision of the Pseudojaniridae by Serov and
Wilson (1999).
Rationale Hf 39
In the superfamily Aselloidea, the family Atlan-
tasellidae has been removed. Brusca and Wilson
(1991) suggested its removal to the Microcerberoi-
dea, where we have placed it. Although Roman and
Dalens (1999) treat the family Microcerberidae as
a member of the Aselloidea, we are keeping it in its
own suborder (Microcerberidea) and superfamily
(Microcerberoidea) as per Bowman and Abele
(1982) (as noted earlier). Thus, the Aselloidea pres-
ently contains only the Asellidae and Stenasellidae.
The superfamily Stenetrioidea now contains the
Pseudojaniridae (as noted above), although Roman
and Dalens (1999) have kept it at one family, the
Stenetriidae.
Within the enormous superfamily Janiroidea, the
Abyssianiridae was removed (incorporated into the
Paramunnidae) following Just (1990). Species for-
merly within that family are now considered to be-
long to the Paramunnidae. The former families Eu-
rycopidae, Ilyarachnidae, and Munnopsididae are
now considered subfamilies of the Munnopsididae
(Wilson, 1989). The Microparasellidae is apparent-
ly polyphyletic; “some taxa may be moved to the
Vermectiadidae or put in a new family; Micropar-
asellus will stay in the Janiroidea” (Wilson, pers.
comm.). The Janiridae was shown to be nonmon-
ophyletic by Wilson (1994) but remains a valid
family; some of its genera will eventually be reas-
signed to other families. The Katianiridae was de-
scribed by Svavarsson (1987). Although the family
Pleurogoniidae is recognized by some workers (e.g.,
Roman and Dalens, 1999), we have removed it at
the suggestion that it is a junior synonym of the
Paramunnidae (G. Poore, pers. comm.; G. Wilson,
pers. comm.). The family Pseudomesidae was sunk
into the Desmosomatidae by Svavarsson (1984).
Although the family Santiidae is credited to Kus-
sakin (1988) by many workers (e.g., Wolff, 1989),
it was first used (in a figure) by Wilson (1987). In
Wilson’s (1987) paper, he acknowledges Fresi et al.
(1980) as the source for one of the phylogenetic
trees in that paper (Wilson’s fig. 5B). However, Fre-
si et al. (1980) did not include the Santiidae in their
figure; it was apparently added (and therefore first
used) by Wilson (1987). Thus, we have credited the
family Santiidae to Wilson. Cohen (1998), in his
review of the family Dendrotiidae, explains why
this spelling of the family name is preferred over
Dendrotionidae (used by Lincoln and Boxshall,
1983). Interested workers should also consult Ro-
man and Dalens (1999), whose list of families dif-
fers from ours in several respects.
The superfamily Protallocoxoidea and family
Protallocoxidae were removed per G. Wilson (pers.
comm.).
The superfamily Gnathostenetroidoidea contains
the families Gnathostenetroididae and Protojaniri-
dae (following Roman and Dalens, 1999). Addi-
tionally, the interesting family Vermectiadidae was
described by Just and Poore (1992), and our ten-
tative inclusion of the vermectiadids in the super-
40 @ Contributions in Science, Number 39
family Gnathostenetroidoidea is based mostly on
the recommendation of R. Brusca (pers. comm.).
SUBORDER CALABAZOIDA
This family (Calabozoidae) and its suborder were
erected by Van Lieshout (1983). Brusca and Wilson
(1991) suggest that the calabazoids are oniscideans
and so they should probably be moved, but we
have not done so in this classification. Wagele
(pers. comm.) points out that the ending -oidea
should be reserved for superfamilies and suggested
that we change the spelling of the suborder to Cal-
abazoida, which we have done.
SUBORDER VALVIFERA
Within the Valvifera, several families have been
added since the Bowman and Abele (1982) classi-
fication. The family Austrarcturellidae was de-
scribed by Poore and Bardsley (1992), and the fam-
ilies Antarcturidae, Arcturididae, and Rectarcturi-
dae were added by Poore (2001b). Poore (2001b)
also recognized the Holidoteidae, crediting it to
Wagele (1989), who first suggested it as a subfam-
ily. Current research shows that the family Ame-
sopodidae is probably a junior synonym of the Arc-
turidae (G. Poore, G. Wilson, pers. comm.), and so
we have removed it, although the family was listed
by Roman and Dalens (1999), who did not list the
Austrarcturellidae. Thus, we recognize 11 families,
4 more than did Bowman and Abele (1982). The
family Arcturidae, credited by Bowman and Abele
(1982) to Sars, is correctly credited to Dana (1849),
and the family Idoteidae is correctly attributed to
Samouelle (G. Poore, pers. comm.).
SUBORDER EPICARIDEA
Wagele (1989, pers. comm.) suggested that all of
the epicaridean families we have listed should be
treated as families or subfamilies of the Cymothoi-
da Leach (see above). We have not made this rather
radical change and instead have followed the more
conservative classification given by Trilles (1999).
Trilles (1999) divides the epicaridean families into
two sections, Bopyrina and Cryptoniscina, which
we have treated as superfamilies (Bopyroidea and
Cryptoniscoidea) to allow a more consistent spell-
ing and in keeping with our treatments of other
peracarid groups. In the Bopyroidea are the three
families Bopyridae, Dajidae, and Entoniscidae (all
of which were listed by Bowman and Abele, 1982).
In the section (now superfamily) Cryptoniscoidea,
Trilles (1999) treats an additional eight families not
listed by Bowman and Abele (1982); the family Lir-
iopsidae has been deleted (see arguments in Grygier
and Bowman, 1990, 1991; Trilles, 1999). Thus, 11
epicaridean families are recognized. The families
added since Bowman and Abele (1982) are not
newly described families but instead represent rec-
ognition of formerly described families that were
treated in the past, at least by some authors, as
Rationale
subfamilies of the Cryptoniscidae, for which Bow-
man and Abele (1982), followed by Schram (1986),
used the name Liriopsidae (see Grygier and Bow-
man, 1990). Crediting authorship of the family
Cryptoniscidae (and thus Cryptoniscoidea) to Koss-
man rather than to Gerstaecker is based on the cor-
rection published by Grygier and Bowman (1991).
Following Trilles (1999), we also do not recognize
the family Microniscidae Muller for the genus Mi-
croniscus, although this family is still listed in some
compendia (e.g., by Brasil-Lima, 1998:641, in
Young, 1998). The spelling Cabiropsidae used by
Trilles (1999) and some earlier workers is corrected
to Cabiropidae based on the explanation given by
Sassaman (1992).
SUBORDER ONISCIDEA
The relationships of the terrestrial isopod groups to
one another and to marine relatives are still poorly
understood. Although Schmalfuss (1989, in Ferra-
ra, 1989) proposed some relationships among on-
iscideans and compared the classification of onis-
cideans presented by Holdich et al. (1984) with a
new one based on his analysis, Schmalfuss’ work
was based on relatively few characters and was crit-
icized by Brusca (1990). Wagele (pers. comm.) in-
forms us that there are “enormous advances that
will be published next year” concerning the phy-
logeny of the Oniscidea and that several groups
presented here are not monophyletic; further, he in-
forms us that the “section” Diplochaeta is currently
being revised. Until these advances become known
to us, we are unsure as to what relationships our
classification should suggest. Holdich et al. (1984)
used two infraorders (the Tylidae were placed in a
separate infraorder, Tylomorpha), and within the
infraorder Ligiamorpha they recognized three sec-
tions. Schmalfuss (1989) did not employ the in-
fraorder level and instead divided all oniscideans
among four major sections. More recent arrange-
ments of the oniscidean families have been pro-
posed by Erhard (1995) and Tabacaru and Daniel-
opol (1996a, b; see also Roman and Dalens, 1999,
who followed mostly Schmalfuss, 1989, and also
Mattern and Schlegel, 2001). Many workers (e.g.,
Souza-Kury, 1998, in Young, 1998) list the onisci-
dean families alphabetically.
We have maintained the two-infraorder system
and have not recognized the new section Micro-
chaeta proposed by Schmalfuss. The four families
Helelidae, Irmaosidae, Pseudarmadillidae, and
Scleropactidae have been removed from any in-
fraorder or superfamily, as their status is indeter-
minate (R. Brusca, pers. comm.). For the currently
accepted family names (as well as authors and
dates, which were not included by Schmalfuss), we
have had to rely primarily on the alphabetical list
of oniscidean families maintained on the Smith-
sonian’s server (Kensley et al., 1998; URL http://
www/nmnh.si.edu/iz/isopod), which is based on
Schmalfuss’ families (the terrestrial isopod list is
Contributions in Science, Number 39
also accessible via the Kensley et al. list of marine
isopods, URL gopher://nmnhgoph.si.edu:70/11/.
invertebrate/.crustaceans). Users of the terrestrial
isopod list are strongly cautioned by the authors
(Kensley et al., 1998):
This list is thus intended as a rough guide to the as-
tounding array of names and taxa in the Oniscidea.
Synonymy will be rampant in the list. We have tried to
use the most current interpretations of some genera and
families. Nevertheless, we realise that in no way do we
even begin to resolve the taxonomic confusion that
reigns in this group. There is uncertainty regarding the
familial placement of some genera, and there will cer-
tainly be repetition of the same specific name under
different genera. There are omissions from the list, ei-
ther of names of taxa that we’ve completely missed, or
of authors and dates of publication and/or of localities
that we have been unable to find.
We are aware of only two newly described on-
iscidean families since 1982: Ferrara and Taiti
(1983) described the family Irmaosidae, and
Schultz (1995) described the Dubioniscidae (see
Souza-Kury, in Young, 1998:656). Establishment of
the family Platyarthridae is credited to Verhoeff
(rather than to Vandel) by Ferrara and Taiti (1989),
who also note that the families Bathytropidae and
the Platyarthridae might coincide. G. Poore (pers.
comm.) notes that the Styloniscidae Vandel, 1952,
is a replacement name for the Patagoniscidae Ver-
hoeff, 1939, and is conserved under ICZN article
40; he therefore recommends that the earlier date
appear in parentheses, as Styloniscidae Vandel,
1952 (1939). Characters that define the various
groupings of the oniscideans are given by Roman
and Dalens (1999), although workers should note
that the characters and groupings based on them
are, in some cases, not universally accepted. A re-
cent molecular analysis (Mattern and Schlegel,
2001) based on ssu rDNA suggests that Crinochae-
ta and Synochaeta are monophyletic, and that these
groups together are the sister taxon to the Diplo-
chaeta.
ORDER TANAIDACEA
Many of the major taxonomic changes suggested
by the late J. Sieg were made prior to 1982 and
were therefore incorporated into the Bowman and
Abele classification. Subsequent to 1982, there were
also some large-scale rearrangements suggested by
Sieg (1983a, b, 1984, 1986a, b), but there has been
almost no work done at higher levels of tanaid sys-
tematics since that time. Unfortunately, it now ap-
pears that many of the characters established or
used by Sieg do not hold up well under scrutiny
(see Larsen and Wilson, 1998), and it is not clear
how many of Sieg’s characters or numerous classi-
ficatory assignments will survive. Kim Larsen (pers.
comm.) is actively studying the group and has kind-
ly updated us, as far as is possible pending a thor-
ough revision of the group. Additionally, he has
provided us with many suggested changes. An ex-
cellent and comprehensive web site maintained by
Rationale Hf 41
Richard Heard and Gary Anderson now exists at
URL http://tidepool.st.usm.edu/tanaids/index.html,
and our arrangement of the group is the same as
theirs.
Authorship of the Tanaidacea is now credited to
Dana (1849) rather than to Hansen (1895) (L. Hol-
thuis, pers. comm.). A review by M. Gutu and the
late Jurgen Sieg (Gutu and Sieg, 1999) additionally
includes fossil taxa (most of which were added by
Schram et al., 1983). The classification in Gutu and
Sieg (1999) differs from ours in that we include the
family Tanapseudidae, not listed in Gutu and Sieg
(1999), and in that we have deleted the Leptogna-
thiidae (see below).
SUBORDER TANAIDOMORPHA
The naturalness of the entire suborder Tanaido-
morpha was questioned by Larsen and Wilson
(1998), who noted that inconsistencies or contra-
dictions in descriptions and illustrations of several
authors “plague tanaidomorphan taxonomy.” Lar-
sen and Wilson also noted that several of Sieg’s
characters and subsequent classifications, which
form the basis of our current understanding of tan-
aid systematics, have been found wanting. They
conclude that “the current taxonomy ... for the
suborder Tanaidomorpha, heavily burdened by in-
consistencies, is not useful at the present stage.” It
seems unlikely that the situation for the other sub-
orders would be any better.
Within the Tanaidomorpha, the family Lepto-
gnathiidae was abandoned by Sieg (1986b) as it
was found to be a junior synonym of Anarthruridae
(Sieg, 1986b; see Larsen and Wilson, 1998). One
of its constituent subfamilies was incorporated into
the Anarthruridae Lang, and the other was elevated
to familial rank (now the Typhlotanaidae Sieg). The
family Agathotanaidae similarly was downgraded
from a family to “tribe” status (Sieg, 1986b). Dates
of establishment of the Nototanaidae and Pseudo-
tanaidae (in the past, often credited to Sieg, 1973)
have been changed from 1973 to 1976, as the 1973
work is an unpublished thesis that did not appear
in published form until three years later (Sieg,
1976) (K. Larsen, pers. comm.).
Additional tanaidomorphan families described
subsequent to the Bowman and Abele (1982) list
include the Pseudozeuxidae and Typhlotanaidae,
described by Sieg (1982) and Sieg (1986b), respec-
tively.
SUBORDERS NEOTANAIDOMORPHA AND
APSEUDOMORPHA
Sieg (1983b) elevated to family status the Whiteleg-
giidae and placed within it the former family Levi-
apseudidae as a subfamily (Leviapseudinae) of the
Whiteleggiidae. Sieg (1984) established the family
Cyclopoapseudidae to accommodate a genus for-
merly in the Metapseudidae (Sieg, 1984; Larsen,
pers. comm.), but the Cycloapseudidae is now con-
sidered a junior synonym of the Metapseudidae
42 Hf Contributions in Science, Number 39
(Larsen, pers. comm.). The Parapseudidae was not
accepted by Sieg (1986a, b) but has since been rec-
ognized as valid (see brief discussion in Gutu, 1996;
K. Larsen, pers. comm.). See Gutu and Sieg (1999)
for the most recent review.
ORDER CUMACEA
Our classification follows the World Wide Web list
compiled by Watling and Kornfield (URL http://
nature.umesci.maine.edu/pub/Cumacea/data.html)
as part of their National Science Foundation PEET
training project. Their list is similar to that of Bow-
man and Abele, with two exceptions. First, the fam-
ily Archaeocumatidae Bacescu, 1972, containing
the single genus Archaeocuma, has been removed.
Its establishment (in Bacescu, 1972) had been ques-
tioned earlier by Jones (1976), who felt that further
confirmation was needed prior to accepting this
family, and Watling (pers. comm.) informs us that
this family is generally not recognized. However,
the family is listed (considered valid) by Bacescu
(1988) and by Bacescu and Petrescu (1999). Sec-
ond, the family Gynodiastylidae Stebbing, 1912,
has been included following Day (1980), Bacescu
(1992), Bacescu and Petrescu (1999), and the
above-mentioned web site. Thus, the total number
of cumacean families remains at eight, as with the
Bowman and Abele list, although the composition
has changed. Watling (pers. comm.) also notes that
the family Nannastacidae will very likely be split
into two families in the near future.
Relationships within the Cumacea have been ten-
tatively suggested recently by Haye and Kornfield
(1999) on the basis of somewhat limited molecular
data. Their suggestion is that those families with an
articulated telson (families Bodotriidae, Leuconi-
dae, and Nannastacidea) form a clade that is dis-
tinct from a second lineage containing the five fam-
ilies without an articulated telson. This grouping is
not reflected in the current classification, where all
families are instead listed alphabetically.
SUPERORDER EUCARIDA
Most workers seem to be in agreement that the Eu-
carida is a valid (i.e., monophyletic) assemblage
(but see arguments against a monophyletic Eucari-
da in Richter and Scholtz, in press). Schram (1984)
noted that the eucarids “are destined for some kind
of realignment,” and he later (1986) apparently
abandoned the group in his classification, treating
euphausiids, amphionidaceans, and decapods as
separate orders within the Eumalacostraca
(Schram, 1986:543). Yet his cladogram (Schram,
1986:530) and his accompanying text (1986:529)
depict the eucarid line as distinct, and he refers to
the eucarids as one of the recognizable lines of eu-
malacostracan evolution. And indeed, most treat-
ments consider the Eucarida a valid superorder of
the subclass Eumalacostraca, as did Bowman and
Abele (1982) and most treatments since then (e.g.,
Christoffersen, 1988; Ruppert and Barnes, 1994;
Rationale
Brusca and Brusca, 1990; Mayrat and Saint Lau-
rent, 1996; Camp, 1998 (in Camp et al., 1998);
Young, 1998). But as with nearly all other crusta-
cean assemblages, this grouping has its opponents
as well. Most of the disagreement concerns whether
the mysidaceans (i.e., either mysids, lophogastrids,
or both) should be placed here (see earlier discus-
sions on mysids and lophogastrids) and what the
relationships are among the three currently recog-
nized orders Euphausiacea, Amphionidacea, and
Decapoda (see Jarman et al., 2000; Richter and
Scholtz, in press). Eucarid relationships have been
analyzed by Schram (1984) and by Christoffersen
(1988). Our classification is consistent with both of
these analyses at higher levels but differs in the con-
stituent suborders.
ORDER EUPHAUSIACEA
The Euphausiacea still contains only the two fam-
ilies Bentheuphausiidae (monotypic) and Euphau-
siidae (all other species). The treatment by Baker et
al. (1990) follows this arrangement as well. A re-
cent analysis of 28S rDNA sequence data by Jar-
man et al. (2000) suggests that euphausiaceans may
be more closely related to the Mysida than to the
Decapoda.
ORDER AMPHIONIDACEA
This order remains monofamilial and monogeneric
(Amphionides).
ORDER DECAPODA
The decapods have been the subject of more pub-
lished papers than have all other crustacean groups
combined. This popularity stems in part from the
economic importance of many groups (especially
penaeoid shrimps, palinurid and nephropid lob-
sters, and portunid and xanthoid crabs) but also in
part because of their marvelous diversity. The con-
venient size of most decapods predisposed them to
become subjects of some of the earliest papers using
biochemical and molecular data to resolve crusta-
cean relationships. Yet we are as far from reaching
a consensus on the relationships among the deca-
pods as we are for the more obscure groups, and
opinions and datasets remain sharply divided. In
the treatment that follows, we have tried to address
the many changes and arrangements that have been
suggested since 1982 under the taxonomic heading
for each major group of decapods. However, we are
certain to have missed several important papers,
and we hasten to remind the reader that the liter-
ature on this topic is vast. In general, we have set-
tled on a fairly conservative classification of the
decapods, knowing that, as with all other crusta-
cean taxa, this group is destined for revision. Some
of the many reviews of decapod classification that
have appeared since the Bowman and Abele (1982)
classification are Felgenhauer and Abele (1983),
Abele and Felgenhauer (1986), Kim and Abele
Contributions in Science, Number 39
(1990), Abele (1991), Holthuis (1993a), and
Scholtz and Richter (1995).
The creation of two major branches of decapods,
Dendrobranchiata and Pleocyemata, by Martin
Burkenroad (1963, 1981) was a rather bold depar-
ture from previous schemes of decapod classifica-
tion. According to Fenner Chace (pers. comm.), T.
Bowman more or less accepted Burkenroad’s ar-
guments without much questioning, and thus the
use of the Dendrobranchiata and Pleocyemata in
the Bowman and Abele (1982) classification. Chace
(pers. comm.) feels that there is ample evidence for
elevating many of the major groups of the Deca-
poda as Burkenroad did with the penaeoids and
that singling out the penaeoid shrimp was to assign
that group an artificial distinction. He is not alone.
Holthuis (1993a; see especially pages 11-13 for a
concise historical overview of the many attempts to
classify the decapods) felt that treating the pen-
aeoids as a separate group (the Dendrobranchiata)
equal in rank to the combined Natantia + Macrura
Reptantia + Anomura + Brachyura (the Pleocye-
mata of Burkenroad) was unsatisfactory. Holthuis
(1993a) proposed to revert to the older classifica-
tions and treated the Natantia and the Macrura
Reptantia as “full suborders of equal rank with the
Anomura and Brachyura.” In his own words (Hol-
thuis, 1993a:6):
I know that this classification will generally be consid-
ered old-fashioned: in several modern handbooks the
suborder Natantia has been abandoned altogether; a
small part of it, namely the Penaeoidea, is elevated to
the rank of a separate suborder Dendrobranchiata
while the rest of the Natantia plus the Macrura Rep-
tantia, plus the Anomura, plus the Brachyura are
placed in a single suborder Pleocyemata. This to me
seems a very artificial and unsatisfactory arrangement,
and I therefore still keep to the old classification.
This “old” classification to which he refers, prob-
ably because of its simplicity and relative lack of
controversy, is often encountered in popular and
lay versions of crustacean classification. As an ex-
ample, the publishers of the BIOSIS and Zoological
Record databases (see URL http://www.york.
biosis.org/zrdocs for the BIOSIS/Zoological Record
Taxonomic Hierarchy, Section 10, Crustacea) have
“thrown up their hands in despair” (Chace, pers.
comm.) and have reverted to this older and simpler
classification. There, Natantia is treated as a taxon
containing all of the known shrimp groups (Pen-
aeidea, Caridea, and Stenopodidea) and the Rep-
tantia is treated as containing the anomurans, as-
tacurans, brachyurans, and palinurans.
Yet the distinct nature of the penaeoids (the Den-
drobranchiata) has been supported by additional
morphological (e.g., Schram, 1984, 1986), embry-
ological, spermatological (e.g., see Jamieson,
1991a), and molecular data. Kim and Abele (1990)
reviewed previous schemes of decapod classifica-
tion and concluded, based on somewhat limited
data from 18S rRNA, that the penaeids were dis-
tinct from other decapods. This view was support-
Rationale Hf 43
ed with additional sequence data and additional
taxon sampling by Abele (1991), whose review of
morphological and molecular data supported a dis-
tinct Dendrobranchiata (the penaeoids) clade and
also three other distinct clades corresponding to (1)
the Caridea (including the procaridoids), (2) the
Stenopodidea, and (3) a “reptant” lineage. (The lat-
ter lineage is responsible for most of the more trou-
blesome remaining problems in decapod classifica-
tion. As Abele (1991) stated, “there seems to be as
many groupings of these taxa as there are authors
who have studied them.”) The artificiality of the
“Natantia” is also pointed out by Christoffersen
(1988a) and Scholtz and Richter (1995).
Thus, there is no morphological or molecular
support for a natural “natantian” clade that con-
tains all shrimp-like forms. The features that seem
to unite the natantians appear to be primitive char-
acters that do not clearly define a monophyletic
group. Consequently, we have recognized the Den-
drobranchiata and Pleocyemata on the basis of
what appear (to us) to be shared, derived features
of both morphological and molecular data.
Within the Dendrobranchiata, classification is
relatively stable, mostly because there are relatively
few taxa in this suborder. Relationships among the
pleocyemate taxa are another story. If Caridea and
Stenopodidea are treated as separate clades, then
an argument could be made for recognition of the
Reptantia (or Macrura Reptantia, following Hol-
thuis, 1993a) as a natural taxon based on the work
of Schram (1984, 1986), Abele (1991), Scholtz and
Richter (1995), and others. Scholtz (pers. comm.)
argues that the evidence for a monophyletic Rep-
tantia is at least as convincing as the evidence for
recognition of Caridea and other decapod infraor-
ders, and we tend to agree. Yet the Reptantia of
Abele (1991) and Scholtz and Richter (1995) differ
as to the constituent groups, and we have opted for
treating the “reptant” infraorders (Astacidea, Tha-
lassinidea, Palinura, Anomura, and Brachyura) sep-
arately rather than combining them in a taxon that
would be the sister group to the stenopodidean and/
or caridean shrimps. Recognition of a natural
“Reptantia” would involve using this name at the
level of infraorder and then “demoting” the above
five groups to just below the infraorder level, which
would add considerably to the confusion in an as-
semblage that already contains a large number of
taxonomic subdivisions.
Scholtz and Richter (1995) attempted to place
the classification of the reptant decapods on firm
cladistic footing. They argued (as did Christoffer-
sen, 1988a) that the Reptantia was a clearly defined
monophyletic taxon and that its sister group was
possibly the Stenopodidea (which, according to
other authors, are members of the same clade Pleo-
cyemata). Thus, the branching sequence of the
decapods would be Penaeoidea (Dendrobranchia-
ta), then Caridea, Stenopodidea, and Reptantia;
this much at least is consistent with other bodies of
data (e.g., Schram, 1984, 1986; Jamieson, 1991a;
44 Hf Contributions in Science, Number 39
Abele, 1991) (although Christoffersen (1988a:342)
suggested that Stenopodidea was the sister group to
a Caridea + Reptantia clade). In light of this sup-
port, it is curious, and possibly a mistake, that we
have not included the Reptantia as a monophyletic
clade in our classification, although inclusion or ex-
clusion of the stenopodideans is unresolved. Scholtz
and Richter (1995) argued convincingly for mono-
phyly of some of the constituent reptant groups,
such as the Brachyura and Anomura, but other ar-
guments are (to us) less convincing. The Scholtz
and Richter (1995) classification also included sev-
eral new group names, such as the Achelata, Frac-
tosternalia, Meiura, etc., which we feel are unlikely
to persist (but note that some of these taxon names
already have been employed (although not neces-
sarily endorsed) in the papers of, e.g., Schmidt and
Harzsch, 1999; Suzuki and McLay, 1998; Stern-
berg, 1996; Taylor et al., 1999; and Taylor and
Schram, 1999). For reasons we feel are inappropri-
ate for discussion in a review and compilation of
this nature (mostly differences in how we would
score certain morphological characters and the low
number of specimens examined), we have not fol-
lowed Scholtz and Richter here. In fairness, some
of the characters proposed by Scholtz and Richter
are well beyond our ability to comment on (such
as the shape of thoracic and cephalic ganglia and
the development of embryonic growth zones) and
possibly provide fertile ground for further investi-
gations. And we acknowledge and compliment
them on an attempt to place decapod classification
in a phylogenetic context, which our classification
clearly does not do. But concerns raised by their
questionable (to us) use of morphological charac-
ters caused sufficient doubt as to their overall
scheme, and we have not accepted the Scholtz and
Richter (1995) arrangement in the current classifi-
cation.
The date of establishment of the name Decapoda
has been changed to Latreille (1802) rather than
Latreille (1803) (L. Holthuis, pers. comm.; see ear-
lier comments in the section Names, Dates, and the
ICZN).
SUBORDER DENDROBRANCHIATA
Christoffersen (pers. comm.) would rather we em-
ploy the name Penaeidea Dana instead of Dendro-
branchiata Bate, as the former name is older and
“perfectly legitimate.” Holthuis (pers. comm.)
agrees but notes that “since Dendrobranchiata
seems to [have] become generally accepted, I am
quite willing to go along.” Within the group, there
have been no significant family-level or higher
changes proposed (to our knowledge) since the
Bowman and Abele (1982) classification. Author-
ship of the family Solenoceridae has been credited
to Wood-Mason rather than to Wood-Mason and
Alcock (Kensley, pers. comm.). Thus, our classifi-
cation of the Dendrobranchiata is the same as that
Rationale
employed recently by Pérez Farfante and Kensley
(1997).
SUBORDER PLEOCYEMATA
The Pleocyemata contains all nonpenaeoid deca-
pods, whether swimming (natant) or crawling (rep-
tant). The group appears to be monophyletic based
on morphological data (e.g., Schram, 1984, 1986;
Scholtz and Richter, 1995) and molecular data
(e.g., Kim and Abele, 1990; Abele, 1991).
INFRAORDER STENOPODIDEA
For this section, we followed the classification pro-
vided by Holthuis (1993a), which does not appear
to be very controversial. Authorship of the taxon
Stenopodidea is changed from Bate (1888) to Claus
(1872) at the recommendation of M. Tavares (pers.
comm.). To our knowledge, there has been only one
new family-level taxon described since the Bowman
and Abele (1982) work. Schram (1986) erected the
family Spongicolidae, so that there are now two
recognized families of extant stenopodideans (see
also Holthuis, 1993a). Schram et al. (2000) recently
described the first known fossil stenopodidean, also
attributed to the Spongicolidae.
INFRAORDER CARIDEA
For the carideans, we followed, for the most part,
the classification provided by Holthuis (1993a),
which is very similar to that suggested by Chace
(1992) (see also Vereshchaka, 1997b, for a key to
caridean superfamilies modified slightly from Chace,
1992). But in contrast with the relative lack of con-
troversy over dendrobranchiate or stenopodidean
classification, there is apparently no consensus on
the relationships or even the names of the incredi-
bly diverse families of caridean shrimps. There have
been several cladistic analyses conducted on groups
of caridean families by M. Christoffersen (see es-
pecially Christoffersen, 1990). These studies would,
if accepted, rearrange large numbers of caridean
families. For example, in his 1986 paper, Christof-
fersen placed seven families (oplophorids, atyids,
pasiphaeids, alvinocarids, bresiliids, psalidopodids,
and disciadids) in the superfamily Atyoidea, in con-
trast with Chace (1992) and Holthuis (1993a), who
treated the Atyoidea as containing only the family
Atyidae. Christoffersen points out (pers. comm.)
that, among the “glaringly non-monophyletic as-
semblages” in our current classification, are the Al-
pheoidea, Hippolytidae, Pandaloidea, and Nema-
tocarcinoidea. Adding to Christoffersen’s frustra-
tion (pers. comm.) is that, whereas many authors
comment on the unsatisfactory state of current clas-
sifications, especially as concerns such “wastebas-
ket” assemblages as the Hippolytidae and Panda-
loidea, his own suggestions for novel arrangements
have been slow to catch on. Chace (1997) recog-
nizes the Hippolytidae Bate, and Holthuis (1993a)
elected to synonymize a large number of Christof-
Contributions in Science, Number 39
fersen’s new taxa. Thus, we are left with the diffi-
cult task of following older yet clearly nonphylo-
genetic listings (e.g., Chace, 1992; Holthuis, 1993a)
vs. cladistically generated phylogenetic arrange-
ments (e.g., Christoffersen, 1987, 1988a, b, 1989a,
b, 1990) that seem to have little following in the
carcinological community and for which, in our es-
timation, some of the employed characters are
questionable. We have followed Holthuis’s lead,
more in deference to his vast knowledge of the car-
ideans than for any other reason, while acknowl-
edging that there have been alternative phylogenet-
ically based ideas presented in the literature. Only
those superfamilies for which there have been
changes subsequent to Bowman and Abele (1982)
are mentioned below.
Superfamily Galatheacaridoidea
The family Galatheacarididae and its superfamily
Galatheacaridoidea were both described by Veresh-
chaka (1997b) for the species Galatheacaris abys-
salis based on a single specimen. Additional speci-
mens have since been found in the stomachs of
deep-sea lancetfish (Chow et al., 2000).
Superfamily Bresilioidea
This assemblage has long been recognized as being
an artificial group in dire need of revision (e.g., see
Forest, 1977). Holthuis (1993a) elected to treat the
Bresiliidae as a family and placed in synonymy
some of the recently proposed families (Agostocar-
idae, Alvinocarididae). We have treated the group
as an (admittedly) artificial superfamily containing
five caridean families that may or may not be re-
lated. Three of these families are new (i.e., they
were not included in the Bowman and Abele (1992)
classification): the family Agostocarididae was
erected by Hart and Manning (1986), the Alvino-
carididae was proposed by Christoffersen (1986),
and the Mirocarididae was described by Veresh-
chaka (1997a).
Christoffersen’s (1986) family Alvinocarididae is
recognized to accommodate the majority of the
morphologically similar “bresilioid” shrimp from
hydrothermal vents. The family was more thor-
oughly (although still somewhat incompletely) di-
agnosed by Segonzac et al. (1993) in a footnote and
also by Vereshchaka (1996, 1997a) (see also Shank
et al., 1999). Vereshchaka (1997a) created a new
genus (Mirocaris) and family, the Mirocarididae,
for the hydrothermal vent shrimp described origi-
nally as Chorocaris fortunata by Martin and Chris-
tiansen (1995b).
Superfamily Campylonotoidea
The family Bathypalaemonellidae was established
(although without a description or diagnosis and
without mention of the genus Bathypalaemonella;
see Holthuis, 1993a:87) by Saint Laurent (1985).
The family is placed in the superfamily Campylon-
Rationale Hf 45
otoidea on the recommendation of L. Holthuis
(1993a:87, and pers. comm.).
Superfamily Palaemonoidea
The family Euryrhynchidae Holthuis, 1950, was
added on the recommendation of Holthuis (pers.
comm.). The family Kakaducarididae was de-
scribed by A. J. Bruce (1993) as a subfamily of the
Palaeomonidae and is here treated as a family on
the recommendation of L. Holthuis (pers. comm.).
Superfamily Alpheoidea
Authorship of the family Ogyrididae remains cred-
ited to Holthuis (1955). Although Hay and Shore
(1918) established the family Ogyridae, as noted by
M. Tavares (pers. comm.), L. Holthuis (pers.
comm.) points out that they based it on the type
genus Ogyris Stimpson, 1860, which is a junior
homonym of Ogyris Westwood and is thus invalid.
Stebbing (1914) proposed the replacement genus
Ogyrides, and thus the family name is Ogyrididae,
first used as such by Holthuis (1955). We have not
followed Christoffersen’s (1987) suggestion to
transfer the family Processidae to the Crangonoidea
or to combine the alpheoids and crangonoids and
pandaloids into one monophyletic taxon. Christof-
fersen (1987) also proposed the new alpheoid fam-
ilies Nauticarididae (to contain Nauticaris and Sa-
ron), Alopidae (to contain Chorismus, Alope, and
Caridion), and Bythocarididae (to contain Bytho-
caris, Cryptocheles, and Bathyhippolyte). We have
not followed these suggestions, nor have we rec-
ognized the families Merhippolytidae and Thoridae
recognized by Christoffersen (e.g., Christoffersen
1998).
Christoffersen later (1987) also suggested the rec-
ognition of the family Barbouridae (spelling cor-
rected to Barbouriidae by Christoffersen, 1990), to
include the genera Barbouria, Janicea, and Parhip-
polyte. In his review of caridean shrimps of the AI-
batross Philippine Expedition, Chace (1997), al-
though finding “no clear evidence to support the
superfamilial categories suggested by Christoffersen
(1987),” found “considerable reason to endorse his
[Christoffersen’s] establishment of the Barbouri-
idae.” Chace refrained from treating these genera
as Barbouriidae in that paper, but we have taken
that step here and recognize the Barbouriidae. In-
clusion of the family in the superfamily Alpheoida
is because of the similarities to hippolytids (all three
genera were formerly treated as members of the
Hippolytidae).
Superfamily Crangonoidea
As noted above, Christoffersen (1987) proposed the
family Barbouriidae for the genera Barbouria, Jan-
icea, and Parhippolyte and originally placed the
family in the superfamily Crangonoidea. We treat
it here as a member of the Alpheoidea because of
the similarities to the alpheoid family Hippolytidae
(see Chace, 1997:40).
46 Hf Contributions in Science, Number 39
Superfamily Pandaloidea
Christoffersen (1989) suggested a new classification
of this superfamily, wherein he proposed many sig-
nificant changes. Three new families were proposed
(Plesionikidae for the genus Plesionika, Heterocar-
poididae for the genus Heterocarpoides, and Do-
rodoteidae for the genus Dorodotes). In addition,
the family Physetocarididae was removed from its
own superfamily and placed in the Pandaloidea,
and the family Heterocarpidae was recognized. No
diagnoses of the new taxa were provided (although
character states were given), and we have opted to
not recognize these changes for now.
INFRAORDER ASTACIDEA
Although we are not recognizing the “Macrura
Reptantia” as a suborder (see above), for the most
part, we have followed the admittedly conservative
classification of Holthuis (1991) for the superfam-
ilies and families of the Astacidea (see also Wil-
liams, 1988, for classification of commercially im-
portant lobster families). Holthuis, who was at the
time dealing only with the marine lobsters and so
did not include the parastacoids and astacoids,
treated marine astacideans as belonging to a single
superfamily Nephropoidea containing two families,
Thaumastochelidae and Nephropidae. Our classi-
fication differs only in the inclusion of the Enoplo-
metopoidea (see below) and Gylpheoidea, the latter
placed by Holthuis among the infraorder Palinura
(his Palinuridea). Scholtz (1999) recently reviewed
the freshwater crayfishes (Astacoidea and Parasta-
coidea) and argued that they are members of a dis-
tinct clade, Astacida, that is not closely related to
clawed lobsters. However, strong molecular evi-
dence suggests that clawed lobsters are indeed the
sister group to the astacids (Crandall et al., 2000).
Superfamily Glypheoidea
The primitive family Glypheidae (the only extant
family in the Glypheoidea) has been transferred to
the Astacidea as per the recommendations of Forest
and Saint Laurent (1989). The taxon name, cred-
ited to Zittel in Bowman and Abele (1982), has
now been credited to the earlier usage by Winckler
(M. Hendrickx, pers. comm.), following the usage
in Glaessner (1969).
Superfamily Enoplometopoidea
The genus Enoplometopus was assigned its own su-
perfamily and family (Enoplometopoidea, Enoplo-
metopidae) by Saint Laurent (1988).
Superfamily Nephropoidea
Tshudy and Babcock (1997) examined fossil and
extant clawed lobsters and indicated that the family
Thaumastochelidae, at least as used previously,
may be paraphyletic. We have not taken the extra
step of deleting this family (which would result in
Rationale
the former thaumastochelids being treated as Ne-
phropidae), as there was also strong support in
their analysis for grouping at least some thaumas-
tochelid genera together (Tshudy and Babcock,
1997:-fig.. 1).
Superfamilies Astacoidea and Parastacoidea
Monophyly of the freshwater crayfishes now ap-
pears secure based on adult morphology, sperm ul-
trastructure, embryology, and molecular data (e.g.,
see Crandall, 1999; Crandall et al., 2000; Scholtz,
1998, 1999). Scholtz (1998, 1999) reviews evolu-
tion of the crayfishes and confirms that there are
two distinct clades within the group (i.e., within his
Astacida) corresponding to the northern hemi-
sphere Astacoidea (families Cambaridae and Asta-
cidae, the latter of which is probably paraphyletic)
and the southern hemisphere Parastacoidea (family
Parastacidae). Crandall et al. (2000), using over
3000 nucleotides from 3 different genes, have con-
firmed both the monophyly of the freshwater cray-
fishes (Astacoidea + Parastacoidea) as well as the
monophyly of the astacoid and parastacoid clades.
Thus, our current classification is misleading in that
these two superfamilies (the Astacoidea and Par-
astacoidea) are still treated as being of equal rank
with three other superfamilies in the Astacidea
when in fact they need to be depicted as more close-
ly related to each other than either is to any other
astacidean superfamily. Scholtz (1999) also propos-
es that the crayfishes are not closely related to hom-
arids (not supported by Crandall et al., 2000) but
are instead members of “a large group including
Thalassinida, Anomala and Brachyura” (see also
Scholtz and Richter, 1995). Taylor et al. (1999)
added some insights into evolution within the
group based on well-preserved fossil material from
China.
INFRAORDER THALASSINIDEA
Monophyly of the thalassinideans is uncertain; at
least some morphological and molecular analyses
indicate that the group is not monophyletic (e.g.,
Tudge, 1995; Morrison and Cunningham, 1999).
The propensity to construct complex vertical bur-
rows is one character that has been postulated as
defining the group (Atkinson and Taylor, 1988;
Griffis and Suchanek, 1991; Scholtz and Richter,
1995), as has the presence of a dense row of long
setae along the lower margin of the second leg
(Poore, 1994, 1997). We have followed the revision
by Poore (1994:92) (who also established the fam-
ily Strahlaxiidae), with the only difference being
that some of the authors and dates of some taxa
have been changed to earlier usages according to
L. Holthuis (pers. comm.). Relationships among the
extant superfamilies, families, and genera were sug-
gested by Poore (1994). Poore’s resulting classifi-
cation (1997:92), like ours, does not adequately
display all of the relationships suggested by his phy-
logenetic analysis (Poore, 1994:120). In particular,
Contributions in Science, Number 39
the Axioidea is the sister group to the Thalassino-
idea + Callianassoidea in his phylogeny, whereas
in his classification, all three are treated as super-
families. The family Ctenochelidae is acknowledged
by Poore (1994) to be paraphyletic (although Tudge
et al., 2000, argued for ctenochelid monophyly).
Poore (1997) subsequently addressed three of these
families and their relationships in greater detail
(Callianideidae Kossman, Micheleidae Sakai, and
Thomassiniidae de Saint Laurent).
In the superfamily Callianassoidea, the family
Axianassidae was removed by Poore (1994), and
the family Ctenochelidae was erected by Manning
and Felder (1991). As noted above, Tudge et al.
(2000) supported the monophyly of the family Cal-
lianassidae and the family Ctenochelidae (while
noting that the latter includes, at least in their anal-
ysis, the genus Anacalliax, considered by some
workers to belong to the Callianassidae). In the su-
perfamily Axioidea, Sakai (1992) first established
the subfamily Micheleinae, elevated to family level
(Micheleidae Sakai) by Poore (1994), and Poore
(1994) erected the Strahlaxiidae. Sakai (1999) re-
cently has proposed some rather large-scale revi-
sions within the Callianassidae; his revisions are ap-
parently at odds with other analyses of the same or
similar taxa (e.g., see Tudge et al., 2000).
INFRAORDER PALINURA
Holthuis (1991) referred to this assemblage as the
Palinuridea, a spelling that would be consistent
with some of our other infraorder names (such as
Stenopodidea, Caridea) but not with others (Ano-
mura, Brachyura). We have retained the spelling
Palinura. Within the superfamily Palinuroidea, Da-
vie (1990) felt that synaxids were not deserving of
separate familial status and synonymized the family
Synaxidae with the Palinuridae. However, Holthuis
(1991) continued to recognize them as separate
families, and we have maintained them as separate
families here as well. The family Polychelidae has
been recently reviewed and rediagnosed by Galil
(2000). Removal of the glypheoids from this in-
fraorder to the Astacidea has been noted above.
INFRAORDER ANOMURA
Our classification follows McLaughlin’s (1983b)
fairly closely, with the exception of the use of the
family name Pylochelidae replacing Pomatocheli-
dae (following Forest, 1987). McLaughlin (1983a,
b) employed the name Anomala De Haan (as had
Burkenroad, 1981) rather than Anomura H. Milne
Edwards, which had been used by Bowman and
Abele (and many other workers). G. Scholtz (pers.
comm.) also would prefer this usage (Anomala over
Anomura), arguing that when the thalassinoid fam-
ilies are removed the taxon composition changes
and thus the name Anomala is the more accurate.
Use of Anomala over Anomura was reconsidered
and discussed at length by McLaughlin and Hol-
thuis (1985), who pointed out that both names
Rationale Hi 47
have been used inconsistently in the past and that
there are no rules governing the name given to a
taxon above the family-group level. Thus, accord-
ing to McLaughlin and Holthuis, the Rule of Pri-
ority need not be applied (Anomala is, strictly
speaking, the older of the two names). Further-
more, they argued that, for stability, the name An-
omura MacLeay, 1838, should be used for the taxa
traditionally considered to belong to this group
(lomisoids, galatheoids, paguroids, and hippoids),
and we have followed their suggestion. Phylogenet-
ic relationships within the Anomura remain largely
unsettled; studies addressing this question include
McLaughlin (1983b), Martin and Abele (1986),
Cunningham et al. (1992), Tudge (1997b), Mc-
Laughlin and Lemaitre (1997, 2000), and Morrison
and Cunningham (1999).
McLaughlin (1983a) recognized the unusual na-
ture of Lomis hirta and placed it in its own family
(Lomidae) and superfamily (Lomoidea) (corrected
herein to Lomisidae and Lomisoidea, respectively).
McLaughlin (1983b) concluded that the hermit
crab families were monophyletic, and she therefore
treated all six families as members of the superfam-
ily Paguroidea. This arrangement has been adopted
by a variety of workers (e.g., Tudge, 1991; Richter
and Scholtz, 1994; Scholtz and Richter, 1995; Tudge,
pers. comm.) and seems to us both logical and sim-
ple, and we have used it here. In his treatment of
the Pylochelidae (treated as Pomatochelidae in
Bowman and Abele, 1982), Forest (1987) indicated
that the family is more closely allied with the Di-
ogenidae than with other anomuran families, but
we have not indicated this alliance pending formal
recognition of that relationship.
The family name Lomisidae and the superfamily
name Lomisoidea, containing only the monotypic
genus Lomis, occasionally have been spelled, begin-
ning with Glaessner (1969), as Lomidae and Lo-
moidea (see especially McLaughlin, 1983a). How-
ever, the genus Lomis is not a Greek or Latin word,
and thus it has no Greek or Latin stem (such as
Lom-) to which the -idae ending can be added; the
original author of Lomis, Bouvier, coined the
French common name “Lomisinés” for these crabs
(G. Poore, pers. comm.). Thus, the preferred spell-
ing for the family is Lomisidae and for the super-
family is Lomisoidea.
A recent analysis of anomuran phylogeny based
on mitochondrial DNA gene rearrangements (Mor-
rison and Cunningham, 1999; C. Morrison and C.
Cunningham, pers. comm.) largely supports Mc-
Laughlin’s (1983b) recognition of the major ano-
muran groups and their phylogeny. According to
the findings of Morrison and Cunningham (1999),
lithodids are strongly associated with pagurids and
together these groups constitute a monophyletic
clade (confirming the earlier report by Cunningham
et al., 1992). The Hippoidea is also strongly sup-
ported as a monophyletic clade, and the Galath-
eoidea (including both Aegla and Lomis) is depict-
ed as basal to the remaining Anomura. Thus, a clas-
48 i Contributions in Science, Number 39
sification based on these data would differ from
McLaughlin’s (1983a, b) in that the superfamily
Lomisoidea would be removed, with the monotypic
Lomisidae being placed within the Galatheoidea
(which also contains the Aeglidae, Porcellanidae,
Galatheidae, and Chirostylidae; see Baba (1988)
for a thorough review of the latter family). How-
ever, support for this particular node (placement of
Lomis) was not as strong in the Morrison and Cun-
ningham tree, and indeed C. Morrison (pers.
comm.) has suggested that we might be better off
depicting a separate lineage for Aegla and Lomis
from the remaining galatheoids. We have for now
retained Lomis in its own family and superfamily,
the Lomisoidea, which we have placed adjacent to
the Galatheoidea as a concession to the new data.
Similarly, we have moved the Paguroidea closer to
the Hippoidea, also reflecting the findings of Mor-
rison and Cunningham (1999). Several workers
have discussed the fact that the lithodids (at least
some of them) appear to have stemmed from within
the Paguridae (Cunningham et al., 1992; Richter
and Scholtz, 1994; Tudge, 1991, Tudge et al., 1998;
C. Morrison, pers. comm.). Additionally, Cunning-
ham (pers. comm.) suggested a rather close tie be-
tween the Aeglidae (restricted to freshwater streams
and lakes in temperate South America) and the
Lomisidae (a monotypic and exclusively marine
family known only from Australia). According to
Scholtz and Richter (1995), two groups of the An-
omura, hippoids and galatheoids, share the apo-
morphic character of a telson stretch receptor not
found in any other malacostracan group (Scholtz
and Richter, 1995, citing Paul, 1989).
In contrast with the phylogenetic hypotheses of
McLaughlin (1983b) and Morrison and Cunning-
ham (1999), evidence from sperm ultrastructure
(reviewed in Tudge, 1997b) would suggest that the
Anomura is not monophyletic, that Lomis does not
belong to the Anomura sensu stricta, that at least
some of the thalassinoids are within the Anomura,
and that the superfamilies Thalassinoidea, Paguro-
idea, and Galatheoidea are not monophyletic. Be-
cause at this time the bulk of the evidence (i.e.,
adult morphology combined with molecular se-
quence and gene arrangement data) seems to sup-
port the more conservative approach of Mc-
Laughlin (1983b), we have modified our arrange-
ment of anomuran taxa only slightly. Our classifi-
cation is therefore more in agreement with the
findings of Morrison and Cunningham (1999) than
with the sperm ultrastructural findings presented by
Tudge (1997b).
In the Bowman and Abele (1982) classification,
the hermit crab families were divided among two
superfamilies, Coenobitoidea and Paguroidea. The
Coenobitoidea was removed following the sugges-
tion of McLaughlin (1983b), and the family Coe-
nobitidae is now treated within the superfamily Pa-
guroidea. Thus, our infraorder Anomura contains
four superfamilies: Lomisoidea (the distinctness of
which is questionable in light of the Morrison and
Rationale
Cunningham (1999) data, which suggest placement
in the galatheoid clade), Galatheoidea, Paguroidea,
and Hippoidea (spermatozoal characters of which
are described by Tudge et al., 1999). The paguroids
(which in our scheme include the former coenobi-
toids) and hippoids should be considered sister taxa
and together are the sister taxon to the Galatheo-
idea, according to Morrison and Cunningham
(1999) and C. Morrison (pers. comm.).
INFRAORDER BRACHYURA
Subsequent to the Bowman and Abele (1982) clas-
sification, there has been relatively widespread use
of a scheme first suggested by Guinot (1977, 1978,
1979; see also Saint Laurent, 1979; Guinot and
Bouchard, 1998) that recognizes three morpholog-
ical “grades” of brachyuran crabs (which she called
the Podotremata, Heterotremata, and Thoracotre-
mata) based mostly on the coxal vs. sternal location
of the male and female genital apertures. Although
Abele (1991) and Spears et al. (1992) found no mo-
lecular support for these divisions, some sperma-
tological data seemed to support them (e.g., see Ja-
mieson, 1994; Jamieson et al., 1994a, b, 1995). The
latter two groups (Heterotremata and Thoracotre-
mata) were treated jointly as the Eubrachyura by
Saint Laurent (1980a, b), and various authors (e.g.,
Schram, 1986) have followed this arrangement as
well. At the same time, there is also growing evi-
dence from molecular sequence data (e.g., Spears et
al., 1992; Abele and Spears, 1997; Spears and
Abele, 1999; Spears, pers. comm.) and from mito-
chondrial gene rearrangement data (Morrison and
Cunningham, 1999; Morrison, pers. comm.) that
the true crabs (Brachyura) can be divided into two
major clades, one containing the dromiacean fam-
ilies and the other containing all “higher” crabs,
and including the raninids. The two ideas are not
totally incompatible, but at the same time, they
cannot be completely reconciled. The main areas of
disagreement concern the limits of the “true” crabs,
the placement of several families traditionally
thought of as being “primitive” (dromiids and ran-
inids in particular), and the recognition of various
assemblages (tribes, sections, etc.) within the major
divisions. Evidence brought to bear on these issues
has come from many fields, such as larval mor-
phology (e.g., Rice, 1980, 1983, 1988; Martin,
1988, 1991), sperm morphology (e.g., Jamieson,
1991a, b, 1994), adult morphology (e.g., Stevcic,
1995, 1998; McLay, 1991, 1999; Guinot and Bou-
chard, 1998), and molecular sequence data (e.g.,
Spears et al., 1992).
Guinot (1977, 1978) originally defined the sec-
tion Podotremata as containing the dromioids,
homoloids, raninoids, and tymoloids. The Podotre-
mata was suggested to be monophyletic on the ba-
sis of sperm ultrastructure (Jamieson, 1994) and yet
paraphyletic on the basis of rRNA sequences
(Spears and Abele, 1988; Spears et al., 1992). To
quote Guinot and Bouchard (1998), “Monophyly
Contributions in Science, Number 39
versus paraphyly of the Podotremata and their pos-
sible placement as the sister group of the hetero-
treme-thoracotreme assemblage remain open ques-
tions.” Within the Podotremata, Guinot (1977,
1978) recognized a subsection Dromiacea to con-
tain two superfamilies, Dromioidea and Homolo-
dromioidea, and a subsection Archaeobrachyura to
contain the superfamilies Raninoidea, Homoloidea,
and Tymoloidea. The molecular data (e.g., Spears
et al., 1992; Spears and Abele, 1999; Morrison and
Cunningham, 1999; Spears, pers. comm.) do not
support this arrangement. Although one group of
crabs, corresponding to the Dromiacea of Guinot
and earlier workers, does appear separate from oth-
er “higher” crabs, nearly all evidence to date points
to the fact that the raninids are not members of this
dromioid clade (in contrast with the conclusions of
Stevcic, 1973, 1995, 1998), and thus the Podotre-
mata cannot be recognized as originally envisioned.
Instead, the raninids appear to be basal members
of the second “higher crab” clade.
Thus, we have decided to abandon the concept
of the Podotremata. The Brachyura is herein de-
picted as being composed of two major clades. The
groups formerly treated as “podotremes” are split,
with dromiaceans in one major clade and all other
crabs in the other major clade. We are referring to
the first clade as the section Dromiacea, a name
that has much historical usage and that is well
known among brachyuran researchers. This clade
(section Dromiacea) is the sister group to all of the
higher crab families. In our treatment, it contains
the superfamily Homolodromioidea and its sole
family Homolodromiidae, the superfamily Drom-
ioidea containing the families Dromiidae and Dy-
nomenidae, and the superfamily Homoloidea con-
taining the Homolidae, Latreilliidae, and Poupini-
idae (the latter established by Guinot, 1991).
The second major clade (all other crab families
and superfamilies) is then treated collectively as the
section Eubrachyura, a name coined by Saint Lau-
rent (1980a, b) for this assemblage (but now in-
cluding the raninoids, which were excluded by
Saint Laurent). We note, however, that Stevcic
(1973, 1995, 1998) would retain raninids with
dromiids, and Jamieson et al. (1994b) argue, based
on sperm morphology, against any raninid/higher
crab sister group relationship. Inclusion of the ran-
inoids among the Eubrachyura also might be ques-
tioned on the basis of the fact that they lack the
“sella turcica” of the endophragmal system (see Se-
cretan, 1998). Within this enormous clade Eu-
brachyura, we are recognizing three subsections.
First, we are treating the raninids and their allies
(the former tymolids, now treated as the Cyclodor-
ippoidea; see below) as the subsection Raninoida.
We could have used for this group the name Ar-
chaeobrachyura, a name that has been used previ-
ously for the assemblage that contained raninoids,
homoloids, and tymoloids (Saint Laurent 1980a, b)
while they were still considered members of the
“podotreme” lineage. However, use of the name Ar-
Rationale Hi 49
chaeobrachyura would have been confusing, not
only because the constituency and alliances have
changed considerably from its original usage by
Guinot but because the entire group has been
moved to the other major crab clade. We also could
have used the older name Gymnopleura, estab-
lished by Bourne (1922) to accommodate the ran-
inids and still used by some modern workers (e.g.,
Dai and Yang, 1991). But we have now placed the
former tymoloids (now the Cyclodorippoidea) in
this subsection with the raninids (which may be a
mistake; see below). Hence, our use of the name
Raninoida for the subsection. We have credited this
higher taxon to the same authority (De Haan) who
established the family Raninidae. The other two
subsections (the subsections Heterotremata and
Thoracotremata), jointly constituting the sister
group to the Raninoida, are more or less as envi-
sioned by Guinot (1977, 1978, 1979). Our adop-
tion of Guinot’s scheme (minus the Podotremata)
has meant that many formerly recognized “tribes”
or “sections” among the higher crabs have been re-
moved. This reflects not so much an advance in our
knowledge of which families are closely related but
rather knowledge concerning which ones are not.
For example, the formerly recognized Oxyrhyncha
appears to be an artificial assemblage (Stevcic and
Gore, 1982; Jamieson, 1991a, b, 1994; Spears et
al., 1992), and there is no longer any justification
for recognizing the Oxystomata, Brachyrhyncha,
and other former sections or tribes (e.g., see Guin-
ot, 1977, 1978; Spears et al., 1992; Stevcic, 1998).
Thus, we have retained several of the crab super-
families but have removed many of the sections that
were found in the Bowman and Abele (1982) clas-
sification. Yet acceptance of the sections Heterotre-
mata and Thoracotremata as natural monophyletic
lineages is by no means universal. For one thing,
Guinot herself never explicitly assigned every
known family to one of her sections, leaving some
families “orphaned” in her earlier publications.
And as noted above, these groups are admittedly
(Guinot 1977, 1978) “grades” rather than true
monophyletic lineages (or at least, if they are mono-
phyletic, this has yet to be demonstrated, although
there are preliminary data from morphology (see
below) and from 16S rDNA (Trisha Spears, pers.
comm.) that at least the Thoracotremata may have
some validity). While usage of these sections has
become relatively widespread, it is unfortunate that
many families were not explicitly mentioned by
Guinot, such that users of her classification have
been uncertain as to which families belonged to
which section. Schram (1986) provided a more
complete list of families (including some known
only from fossils).
Concerning monophyly of the Thoracotremata,
dissections of the male reproductive tract of a series
of freshwater crabs and some marine heterotremes
and thoracotremes (during a search for the sister
taxon of the freshwater crabs) has indicated that
the Thoracotremata is a monophyletic group
50 @ Contributions in Science, Number 39
(Sternberg and Cumberlidge, 2001). One character
uniting the thoracotremes is that the distal tracts of
the vas deferentia pass through thoracic endoster-
nite 8 and contact the male pleopods via apertures
on thoracic sternite 8. The situation in heterotremes
is different, with the vas deferens passing through
the musculature of endosternite 8 but also through
the coxa of pereiopod 5 such that the male sexual
tube contacts the pleopods via an aperture on the
coxopodite. According to Sternberg et al. (1999),
Sternberg and Cumberlidge (2001), and Cumber-
lidge and Sternberg (pers. comm.), the Eubrachyura
(sensu Saint Laurent, 1980) are therefore defined by
females with sternal vulvae and males with sexual
tube outlets that open on the coxa of pereiopod 5.
The Thoracotremata constitutes a monophyletic
subset of the Eubrachyura characterized by male
sexual tube outlets that unambiguously open on the
sternum.
Within these last two subsections (Heterotremata
and Thoracotremata), many former subfamilies of
crabs, notably in the Xanthoidea and Majoidea and
some also in the Parthenopoidea, have been elevat-
ed to family status based on the publications of sev-
eral workers (e.g., Seréne, 1984, for xanthids; Hen-
drickx, 1995, for majids). This is an ongoing trend
that merely reflects our growing awareness of how
incredibly diverse these taxa are.
SECTION DROMIACEA
In an early version of the updated classification, we
had removed the dromiacean crabs from the Bra-
chyura and had placed them instead among the An-
omura. Larval characters have suggested this for
years (e.g., see Williamson, 1976, 1982; Rice,
1980, 1983; Martin, 1991), so much so that Wil-
liamson (1988a, b) invoked an unusual hypothesis
of transspecific gene flow to account for it. Molec-
ular (18S rRNA) evidence brought to bear by
Spears et al. (1992) seemed to indicate that at least
some dromiaceans are indeed closer to the Ano-
mura than to the Brachyura sensu stricta based on
these preliminary data, and early studies of drom-
iacean sperm morphology suggested their removal
from the Brachyura as well (Jamieson 1990,
1991a). Yet adult morphology has always suggest-
ed that dromiids are true crabs (e.g., see Stev¢cic,
1995), and moving the dromiids to the Anomura
would raise many additional questions. Should all
of the families associated with dromiids (i.e., the
former Dromiacea, including dromiids, dynomen-
ids, and homolodromiids) be moved to the Ano-
mura, even though larval and molecular evidence
are not in hand for all of them? Is the Dromiacea
in fact a valid, monophyletic grouping? If that
scheme were accepted, how many other “primitive”
families should be moved? The fact that informa-
tion on larval, molecular, and sperm morphology
characters is still lacking for many members of this
assemblage, plus more recent molecular data
(Spears and Abele, 1999; T. Spears, pers. comm.),
Rationale
eventually led us to keep dromiids with the other
“primitive” brachyurans in our section Dromiacea,
knowing that by so doing we are continuing to dis-
please students of crab phylogeny who rely mostly
on larval characters and that the current arrange-
ment of primitive crabs is not completely in keeping
with the molecular evidence in the Spears et al.
(1992) study. A detailed discussion of the situation
within the Dromiacea can be found in the review
of the Dynomenidae by McLay (1999).
Superfamily Dromioidea
The families Dromiidae and Dynomenidae are still
listed as valid families, although based on molecu-
lar data (Spears et al., 1992) and sperm morphol-
ogy (Jamieson, 1994; Jamieson et al., 1995; Guinot
et al., 1998), their monophyletic status has been
questioned (but see McLay, 1991, 1999; Stevéic,
1995). Earlier classifications, some of which have
included the Homolidae among the dromiacean
families, are reviewed by Stevcic (1995), Guinot
and Richer de Forges (1995), and McLay (1999).
Guinot et al. (1998) argue that the Dromioidea (re-
ferred to as Dromiacea in that paper, a lapsus cal-
ami, Guinot, pers. comm.), containing the three
families Dromiidae, Dynomenidae, and Homolod-
romiidae, is a valid monophyletic superfamily, al-
though they note the differences separating the
homolodromiids. We have maintained the separate
status of the homolodromiids (i.e., placing them in
their own superfamily Homolodromioidea; see be-
low) in light of the many morphological features of
adults that seem to separate them from the drom-
iids and dynomenids. In doing so, we follow Guinot
(1995), even though Guinot and Bouchard (1998)
have reverted to treating all three of these families
in one superfamily (their Dromiacea). The families
were reviewed recently by McLay (1991, Dromi-
idae; 1999, Dynomenidae) with special regard to
their Indo-Pacific members.
Superfamily Homolodromioidea
Separate superfamily status for the Homolodromi-
idae appears warranted on the basis of larval and
adult morphology (see Martin, 1991; Guinot,
1995). Stevéic (1998) considers the homolodrom-
iids the most primitive extant family of brachyuran
crabs. The date of Alcock’s establishment of the
Homolodromiidae has been changed from 1899 to
1900 following the revision by Guinot (1995).
Superfamily Homoloidea
The alliance of homolids with dromiids has been
supported by ultrastructural characters of the
sperm (Guinot et al., 1994; see also the extensive
review by Guinot and Richer de Forges, 1995). The
family Poupiniidae was added by Guinot (1991).
Contributions in Science, Number 39
SECTION EUBRACHYURA, SUBSECTION
RANINOIDA
Superfamily Raninoidea
Within the Raninoidea, the subfamily Symethinae
(monogeneric; Symethis Goeke) was elevated to
family level by Tucker (1998), as had been sug-
gested earlier by Guinot (1993). However, Tucker
did not agree with the removal of the subfamily
Cyrtorhininae from the Raninidae, which had been
suggested as a possibility by Guinot (1993).
Superfamily Cyclodorippoidea
The superfamily Tymoloidea has been removed and
in its place is the superfamily Cyclodorippoidea, as
the family name Cyclodorippidae Ortmann has se-
niority over Tymolidae Alcock, according to Guin-
ot (pers. comm.) and Tavares (1991, 1993). Tavares
(1998) also established a new family, the Phyllo-
tymolinidae, within the Cyclodorippoidea. Guinot
and Bouchard (1998) continue to recognize the su-
perfamily Cyclodorippoidea (as did Tavares, 1991,
1993, 1998), stating that this was done “for con-
venience” while at the same time cautioning against
possible paraphyly in the assemblage.
Placement of this superfamily with the raninoids
in the Raninoida is possibly a mistake; molecular
data seem to indicate a placement somewhere be-
tween the raninids and the higher eubrachyurans
(T. Spears, pers. comm.).
SECTION EUBRACHYURA, SUBSECTION
HETEROTREMATA
Superfamily Dorippoidea
The family Orithyiidae Dana has been transferred
to this superfamily based on the suggestion of Bell-
wood (1996, 1998; see below).
Superfamilies Calappoidea and Leucosioidea
The monophyly of the family Calappidae and its
constituent subfamilies has been questioned recent-
ly. Bellwood (1996, 1998) has recommended that
only the families Calappidae and Hepatidae be re-
tained in the superfamily Calappoidea, with the
Matutidae joining the leucosiids in the Leucosioi-
dea and with the Orithyiidae transferred to the do-
rippoids. To some extent, these changes reflect ear-
lier suggestions based on larval (Rice, 1980) and
adult (Guinot, 1978; Seridji, 1993) morphology,
and there is at least some fossil support for this
arrangement as well (Feldmann and Hopkins,
1999; Schweitzer and Feldmann, 2000). Stevécic
(1983) had earlier suggested recognition of the Ma-
tutidae and Orithyidae and their separation from
other Calappidae as well. We have followed Bell-
wood’s (1996) recommendations while at the same
time not agreeing with her that the Oxystomata be
retained. Bellwood’s rearrangement of the calap-
pids is not supported by recent molecular data (S.
Boyce, unpublished).
Rationale Hi 51
Superfamily Majoidea
Hendrickx (1995, and pers. comm.) brought our
attention to the elevation of several majid subfam-
ilies to familial rank, such as the elevation of some
inachoid groups by Drach and Guinot (1983), who
recognized as families the Inachidae and Inachoid-
idae. We have followed Hendrickx’s recognition of
former majid subfamilies as families. To some de-
gree, our treatment (and Hendrickx’s) of the majoid
families follows the seven subfamilies proposed by
Griffin and Tranter (1986) in their major revision
of the Majidae of the Indo-West Pacific. Additional
subfamilies have been proposed by other workers,
including Stevcic (1994), who disagreed with some
of the subdivisions proposed by Griffin and Tranter
(1986). Diversity of the former family Majidae is
incredibly high, and recognition or treatment of the
majoids as a superfamily has been noted or sug-
gested by many earlier workers (e.g., Guinot, 1978;
Drach and Guinot, 1983; Stevéic, 1994; Clark and
Webber, 1991, among others). M. Wicksten (pers.
comm.) suggests that, if we elevate some of the for-
mer majid subfamilies to the family level, then we
should recognize also the family Oregoniidae
Garth, 1958, and possibly also the Macrocheiridae
Balss, 1929, “for consistency.” Indeed, Clark and
Webber (1991) proposed recognition of both of
these families based on a reevaluation of the larval
features of Macrocheira and suggested that extant
majoids be partitioned among four families: Ore-
goniidae, Macrocheiridae, Majidae, and Inachidae.
Larval morphology indicates the distinct nature,
and presumed monophyly, of these groups as well
(Pohle and Marques, 2000). We have not taken that
step here, feeling that knowledge of larval majoids
is still rather incomplete, and we recognize here
only the families Epialtidae, Inachidae, Inachoidi-
dae, Majidae, Mithracidae, Pisidae, and Tychidae.
Concerning phylogeny among the higher (heter-
otrematous) crabs, Rice (1983:326) depicts the Ma-
jidae (our Majoidea) as basal to the primitive xan-
thid stock, which in turn gives rise to all other crab
families and superfamilies. A recent study based on
larval characters (Pohle and Marques, 2000) sug-
gests that, within the Majoidea, the Oregoniinae
clade is most basal among those majoid families (or
subfamilies) for which larval morphology is
known.
Superfamily Hymenosomatoidea
According to Guinot and Richer de Forges (1997),
members of the family Hymenosomatidae (sole
member of this superfamily) are thought to be
“highly advanced Heterotremata and not Thora-
cotremata” (Guinot and Richer de Forges, 1997:
454, English abstract). In addition, Guinot and
Richer de Forges (1997) revive the idea that the
closest relatives of the hymenosomatids may lie
among the majoid family Inachoididae. The unusu-
al sperm morphology of one species of the family,
as reported by Richer de Forges et al. (1997),
52 Mf Contributions in Science, Number 39
would seem to exclude the Hymenosomatidae from
the Thoracotremata, and even casts doubts as to
the family’s inclusion in the Heterotremata.
Superfamily Parthenopoidea
The superfamily Mimilambroidea and its sole fam-
ily Mimilambridae, both originally erected by Wil-
liams (1979) to contain Mimilambrus, have been
removed following the suggestion of Ng and Rod-
riguez (1986) that Mimilambrus can be accommo-
dated within the Parthenopidae. Hendrickx (1995)
again alerted us to the fact that several former sub-
families of crabs (in this case, former parthenopid
subfamilies) had been suggested to be deserving of,
or had actually been elevated to, family rank as
long ago as 1978 (Guinot, 1978). Although several
authors (e.g., Hendrickx, 1999) have attributed the
family name Daldorfiidae to M. J. Rathbun, we
have found no indication that the taxon was rec-
ognized by her. Ng and Rodriguez (1986) recog-
nized the suggested parthenopoid groupings of
Guinot as valid families and first used the names
Daldorfiidae [as Daldorfidae] and Dairidae, and we
have attributed these families to them. We have fol-
lowed Guinot (1978) and Ng and Rodriguez (1986)
and recognize the families Aethridae, Dairidae,
Daldorfiidae, and Parthenopidae within a super-
family Parthenopoidea, although Hendrickx (1995)
stopped short of treating all of these as valid fam-
ilies.
Superfamily Retroplumoidea
The family Retroplumidae was given its own su-
perfamily by Saint Laurent (1989), and its place-
ment among the Heterotremata is based on Saint
Laurent (1989) and Guinot (pers. comm.)
Superfamily Cancroidea
The family Cheiragonidae Ortmann, 1893, con-
taining the genera Telmessus and Erimacrus (for-
merly treated by most workers as atelecyclids), was
resurrected and redescribed by Stevéic (1988), and
this has been followed by Peter Ng (1998, and pers.
comm., 1997; see also Schweitzer and Salva, 2000),
and so we have included it here as well.
Superfamily Portunoidea
The freshwater family Trichodactylidae has now
been placed in this superfamily, where it joins the
portunids and geryonids, based primarily on a re-
cent morphological analysis (Sternberg et al., 1999;
see also below under Potamoidea). Fundamental
differences between trichodactylids and other fresh-
water crabs were recognized by several earlier
workers. Rodriguez (1982, 1986, 1992), Magal-
hades and Turkay (1996a-c), Sternberg (1997),
Sternberg et al. (1999), Christoph Schubart (pers.
comm.), and Spears et al. (2000) all acknowledge
the unique position of the Trichodactylidae and all
consider the family monophyletic. The hypothesis
Rationale
that the trichodactylids may represent an indepen-
dent lineage from any of the other freshwater crab
families and that they are descended from portu-
noid stock is supported by a number of indepen-
dent studies using morphological data (e.g., Rod-
riguez, 1982; Magalhaes and Tirkay, 1996a-c;
Sternberg, 1997; Sternberg et al., 1999; and Stern-
berg and Cumberlidge, in press). Possible corrob-
oration from preliminary molecular evidence (18S,
16S, and 12S rDNA), which is admittedly based on
only a handful of freshwater and marine crab spe-
cies, neither strongly supports nor falsifies this re-
lationship (Abele et al., 1999; Spears et al., 2000).
Based on the totality of the evidence available to
us, we have transferred the freshwater crab family
Trichodactylidae to the marine superfamily Portu-
noidea.
Superfamily Bythograeoidea
Since the discovery of crabs at hydrothermal vents
and the erection of a new superfamily and family
(Bythograeidae) to accommodate them (Williams,
1980), there has been much discussion concerning
the origins and affinities of these crabs (e.g., see
Guinot, 1988, 1990; Hessler and Martin, 1989).
Williams (1980) noted morphological similarities
between bythograeids and portunoids, xanthoids,
and potamoids. Guinot (1988) argued for a recent
derivation of the hydrothermal crab fauna. Bytho-
graeids are morphologically similar to certain xan-
thoids, and there are some spermatozoal similarities
as well (Tudge et al., 1998). It may be that, at some
point, the bythograeids should be transferred to the
Xanthoidea. For now, we have left them in their
own superfamily.
Superfamily Xanthoidea
The former xanthids are now treated as a super-
family containing 11 families, a recognition of the
group’s diversity that many workers feel is long
overdue. The former family Xanthidae contained a
wide variety of disparate forms and was the largest
single family of the Decapoda, with an estimated
130 genera and over 1,000 species (Rice, 1980;
Martin, 1988). Manning and Holthuis (1981) list
no fewer than 32 family and subfamily names that
have been proposed for various assemblages within
the family. Our elevation of the former subfamilies
follows mostly the recommendations of Guinot
(1977, 1978). A similar subdivision was provided
by Seréne (1984), although his treatment was re-
stricted to those taxa found in the Red Sea, and so
some xanthoid groups (such as the Panopeidae)
were not considered by him. Seréne (1984) recog-
nized a Xanthoidea containing only five families
(Xanthidae, Trapeziidae, Pilumnidae, Carpiliidae,
and Menippidae), most with a fairly large number
of subfamilies, some of which we are now treating
as families. There is recent molecular evidence sug-
gesting that at least some of these former subfam-
ilies are indeed distinct and warrant separate family
Contributions in Science, Number 39
status (e.g., see Schubart et al., 2000b, for the Pan-
opeidae). Coelho and Coelho Filhol (1993) sug-
gested splitting the former Xanthidae into four
families (Carpiliidae, Xanthidae [containing the
subfamilies Menippinae, Platyxanthinae, Xanthi-
nae, and Eucratopsinae], Eriphiidae, and Pilumni-
dae [with subfamilies Trapeziinae and Pilumni-
nae]). One of the problems in elevating the various
xanthid groups is that currently there are no pub-
lished lists of which genera should be included in
which family. The field worker who previously
could place any xanthoid crab in the Xanthidae is
now faced with the rather challenging task of wad-
ing through a large amount of primary literature to
locate the appropriate family; a further problem is
that the primary literature often does not contain
all of this information either. Like so many other
groups of crustaceans, the “xanthoid” crabs are in
need of revision, both taxonomic and phylogenetic
(see also Coelho and Coelho Filhol, 1993).
Peter Ng (pers. comm.) feels that the name Eri-
phiidae MacLeay, 1838, is a senior synonym and
should be used instead of Menippidae Ortmann,
1893, for this family, and indeed some workers
(e.g., Ng, 1998) have employed the name Eriphi-
idae. Seréne (1984) and other workers have occa-
sionally treated the Eriphiinae as a subfamily of the
Menippidae. The family Oziidae Dana, 1852, is ap-
parently a senior synonym of Menippidae as well,
as pointed out by Holthuis (1993b), and probably
should be used in place of Menippidae if Ozius and
Menippe are both considered members of this
group. However, we continue to use Menippidae in
this case because the current (fourth) edition of the
ICZN allows continued recognition of a name that
is enjoying “prevailing use,” and in our estimation,
replacing Menippidae with Oziidae or Eriphiidae
would cause more confusion than maintaining use
of Menippidae. Hendrickx (1998) elevated the for-
mer goneplacid subfamily Pseudorhombilinae to
family status to accommodate six goneplacid-like
genera; hence, our inclusion of the family Pseudo-
rhombilidae Alcock, 1900, among the xanthoids.
The Eumedonidae, a family of crabs symbiotic
on echinoderms, has at times been recognized as a
distinct family (Lim and Ng, 1988; Stevéic et al.,
1988; and P. Ng, pers. comm.; see Chia and Ng,
2000), and it is often placed within the Xanthoidea,
although exactly where it belongs in relation to oth-
er crab families is still somewhat uncertain. Most
workers are in agreement that early attempts to
place it among the parthenopoids were misguided
(e.g., see Van Dover et al., 1986; Stevcic et al.,
1988; Ng and Clark, 1999, 2000) and that it is
probably a xanthoid (Stevéic et al., 1988). Daniele
Guinot (pers. comm.), who earlier listed the family
in its own superfamily, the Eumedonoidea Miers
(see Guinot, 1985), now also suggests that it might
belong in the Xanthoidea, possibly close to the Pil-
umnidae, a view shared by Van Dover et al. (1986)
based on larval evidence. Most recently, Ng and
Clark (1999, 2000) have arrived at the conclusion
Rationale Hi 53
(based primarily on additional strong larval evi-
dence that has accrued since the Van Dover et al.
(1986) paper) that eumedonids are simply a sub-
family of the Pilumnidae (see also Lim and Ng,
1988). Indeed, Ng (1983) considered it a pilumnid
subfamily, as have several other workers (reviewed
by Stevcic et al., 1988). Yet Chia and Ng (2000)
continue to recognize the family. For now, we have
continued to treat the Eumedonidae as a separate
family with clear affinities to the Pilumnidae, and
thus we have placed it with the pilumnids among
the xanthoids.
Recognition of Halimede as different from other
pilumnids goes back at least to the time of Alcock
(1898), who recognized the “alliance” Halimedoi-
da. More recent workers (e.g., Seréne, 1984:11)
have recognized the Halimedinae as a subfamily of
the Pilumnidae. Although Bella Galil (pers. comm.)
feels that the genus Halimede differs sufficiently
from other xanthoids to warrant recognition of a
separate family, the Halimedidae, we are not aware
of any formal treatment or description of the family
and how it differs from the other pilumnid group-
ings. At least some workers (e.g., R. von Sternberg,
pers. comm.) would place the Hexapodidae in the
Thoracotremata instead of among the xanthoid
families in the Heterotremata; von Sternberg also
suggests, based primarily on characters of the or-
bits, that the Goneplacidae may be more closely
related to portunids than to other xanthoid families
(see also Sternberg and Cumberlidge, in press).
Concerning phylogeny of xanthoid crabs, Rice
(1980, 1983) and Martin (1988) have postulated,
based on larval features (zoeal and megalopal), that
the “Group III” larvae (e.g., Homalaspis, Ozius,
Eriphia) might be primitive; Martin et al. (1985)
suggested that pilumnids might be the least derived
assemblage. Guinot (1978) felt that pilumnids and
panopeids were more derived than the other group-
ings. In the current classification, we have simply
listed the families alphabetically within the Xan-
thoidea.
Superfamily Potamoidea
The higher taxonomy of the freshwater crabs has
long been in a state of disarray, and there has been
little agreement among authors as to the number of
superfamilies and families (e.g., see Cumberlidge,
1999, for a review; Bott, 1970a, b; Pretzmann,
1973; Ng, 1988, 1998; Sternberg et al., 1999; Peter
Ng, pers. comm.; Neil Cumberlidge, pers. comm.).
Up to 3 superfamilies and 12 families are recog-
nized, depending on the author and also on how
far back in the literature one goes. Available higher
classifications of the freshwater crabs are based
largely on morphological data and, until recently
(Rodriguez, 1992; Sternberg, 1997; Sternberg et al.,
1999; Sternberg and Cumberlidge, in press), few
have been based on cladistic analyses. Many early
freshwater crab systematists considered all the
world’s freshwater crabs to comprise a single
54 Hf Contributions in Science, Number 39
monophyletic family, Potamidae. Others (Bott,
1970a, b; Pretzmann, 1973) recognized 11 families
and 3 superfamilies, arguing that the group is poly-
phyletic (or at least paraphyletic) and that similar-
ities represent convergent adaptations of different
lineages to similar habitats. Investigations over the
past two decades (e.g., Rodriguez, 1982; Ng, 1988;
Guinot et al., 1997; Cumberlidge, 1999) have ques-
tioned the validity of several families, and these
studies continue to reveal the fundamental artifici-
ality of Bott’s (1970a,b) 11-family taxonomic ar-
rangement. However, in the absence of a robust
phylogenetic study, most authors (including Bow-
man and Abele, 1982) have adopted their own var-
iant of Bott’s classification (albeit reluctantly), and
this format is followed here.
Underlying the above taxonomic instability is the
unresolved question of the monophyly of the fresh-
water crabs. A growing body of recent research
(Rodriguez, 1992; Sternberg, 1997; Sternberg et al.,
1999; Sternberg and Cumberlidge, in press) has fal-
sified the monophyly of the entire group and sup-
ports paraphyly with two main lineages. The first
lineage includes the Trichodactylidae, which may
be descended from some portunoid stock (see
above under superfamily Portunoidea), and thus
represents an independent line from any of the “po-
tamoid” stock. The second lineage includes the rest
of the freshwater crab families. The work of Stern-
berg et al. (1999), Cumberlidge and Sternberg
(1999), Abele et al. (1999), Spears et al. (2000),
and Sternberg and Cumberlidge (2000a) indicates
that the nontrichodactylid freshwater crabs (all of
which are heterotremes) appear to be most closely
related to a marine crab clade that includes ocy-
podids, grapsids, and possibly pinnotherids, with
the grapsids providing the best candidate for a sis-
ter taxon (an odd result in light of the fact that
currently the potamoids are treated as heterotremes
whereas the grapsoids are thoracotremes). The hy-
pothesis suggested by Sternberg et al. (1999), that
most families of freshwater crabs form a single
clade composed of New and Old World lineages, is
a departure from the traditional view of the fresh-
water crab relationships and may lead to further
alterations of the higher classification of the group.
Some of the more recent evidence (see especially
Abele et al., 1999; Spears et al., 2000) seems to
indicate that the freshwater crabs may have arrived
via two (and possibly more) invasions. One point
of agreement seems to be that the New World pseu-
dothelphusids represent a separate clade from the
Old World potamoids. These New World crabs
have long been thought to represent an independent
lineage (sometimes referred to as the Pseudothel-
phusoidea; see below) from the rest of the world’s
freshwater crabs (see also Sternberg and Cumber-
lidge, 1999). However, even this idea is somewhat
controversial concerning whether the trichodactyl-
ids belong to the New World clade or represent a
separate, independent invasion. Sternberg et al.
(1999), citing the works of Magalhdaes and Tirkay
Rationale
(1996a-c), Rodriguez (1982, 1986, 1992), and
Sternberg (1997), feel that there is “strong support
for the idea that the Pseudothelphusidae and Tri-
chodactylidae each form a natural group,” and
Spears and Abele (1999) have suggested that the
pseudothelphusids are deserving of superfamily sta-
tus. Christoph Schubart (pers. comm.) also agrees
that the former Potamoidea is polyphyletic, espe-
cially as concerns the South American lineages
(families Pseudothelphusidae and Trichodactyli-
dae). Our classification is in keeping with most of
the above views.
Thus, excluding the trichodactylids, we recognize
three superfamilies of freshwater crabs: Potamo-
idea, Pseudothelphusoidea, and Gercarcinucoidea.
Within the “potamoid” families (superfamily Po-
tamoidea), the families Sinopotamidae and Isola-
potamidae have been removed, as both are thought
to fall within the limits of the existing Potamidae
(Ng, 1988; Dai et al., 1995; Dai, 1997; Dai and
Tirkay, 1997). Sternberg and Cumberlidge (1999)
have recently recognized the monogeneric Platyth-
elphusidae Colossi, 1920, as a distinct potamoid
family (see also Cumberlidge et al., 1999; Cumber-
lidge, 1999) and at the same time suggested that
the sister group of the platythelphusids is most like-
ly the East African family Deckeniidae. The Pota-
monautidae, considered to belong to the Potamidae
by Monod (1977, 1980) and Guinot et al. (1997),
is recognized as an independent family following
the works of Ng (1988), Ng and Takeda (1994),
Stewart (1997), Cumberlidge (1999), and Sternberg
et al. (1999).
Thus, within the superfamily Potamoidea, we
recognize only four families here, all of them Old
World groups: Potamidae, Potamonautidae, Deck-
eniidae, and Platythelphusidae.
Superfamily Gecarcinucoidea
Only two of the three families originally included
in this superfamily by Bott (1970a, b) are recog-
nized here: Gecarcinucidae and Parathelphusidae.
The family Sundathelphusidae has been removed,
as that family is now considered a junior synonym
of the Parathelphusidae (Peter Ng, pers. comm; see
also Ng and Sket, 1996; Chia and Ng, 1998). The
family Gecarcinucidae, although recognized as be-
ing artificial as currently defined and in need of re-
vision (N. Cumberlidge, pers. comm.; and see Cum-
berlidge, 1987, 1991, 1996a, b, 1999; Cumberlidge
and Sachs, 1991), has been retained for now. Mem-
bership of the family, as currently defined, is likely
to be altered radically in the near future (N. Cum-
berlidge, pers. comm.). For example, it is possible
that the Gecarcinucidae will be shown to be re-
stricted to the Indian subcontinent, Asia, and Aus-
tralasia (see Cumberlidge, 1999; Martin and Trau-
twein, in press), and it is not represented on the
African continent, despite reports to the contrary
(e.g., Bott, 1970a, b). Evidence for maintaining this
superfamily (Gecarcinucoidea) and for separating
Contributions in Science, Number 39
these two families (Gecarcinucidae and Parathel-
phusidae) from the four families in the Potamoidea
is weak and controversial. Nevertheless, we are rec-
ognizing the distinctness of the Gecarcinucidae and
Parathelphusidae from the four potamoid families
until further evidence becomes available.
Superfamily Pseudothelphusoidea
Originally established by Bott (1970a, b) to include
two families, Pseudothelphusidae and Potamocar-
cinidae, this New World superfamily is now re-
stricted to a single family. The family Potamocar-
cinidae was removed by Rodriguez (1982), and its
species are now included among the Pseudothel-
phusidae (see Sternberg et al., 1999). The mono-
phyly of the family Pseudothelphusidae appears
well established. As noted above, Sternberg et al.
(1999), citing the works of Magalhdaes and Turkay
(1996a-c), Rodriguez (1982, 1986, 1992), and
Sternberg (1997), feel that there is “strong support
for the idea that the Pseudothelphusidae and Tri-
chodactylidae each form a natural group.” Spears
and Abele (1999) also have suggested that the pseu-
dothelphusids may be deserving of superfamily sta-
tus, and most workers are in agreement that the
pseudothelphusids are a natural (monophyletic)
group (T. Spears, pers. comm.; C. Schubart, pers.
comm.; Sternberg and Cumberlidge, 1999; Stern-
berg et al., 1999). We have retained this superfam-
ily and its single family Pseudothelphusidae.
Superfamily Cryptochiroidea
Finally in the Heterotremata, the correct name for
the superfamily and family of the coral gall crabs
(Cryptochiroidea and Cryptochiridae, both credited
to Paulson) was recognized by Kropp and Manning
(1985, 1987), who replaced the name Hapalocar-
cinidae used previously for this group.
SECTION EUBRACHYURA, SUBSECTION
THORACOTREMATA
Superfamily Pinnotheroidea
C. Schubart (pers. comm.) believes that the Pin-
notheridae “should remain in the Thoracotremata
based on evidence from DNA sequencing.” Place-
ment of the pinnotherids in the Thoracotremata
was also advocated by Stevcic (1998) based on
morphological features. Thus, the pinnotherids are
moved to within the Thoracotremata, although the
author of the Thoracotremata does not agree with
this placement (Guinot, pers. comm.) and feels that
they fit better within the Heterotremata. Within the
Pinnotheroidea, it is possible that an additional
family will have to be erected to accommodate the
genera Dissodactylus and Clypeasterophilus, which
differ morphologically (larval characters) and ge-
netically from other pinnotherids (J. Cuesta, pers.
comm.).
Rationale HI 55
Superfamily Ocypodoidea
Within the Ocypodoidea, Guinot (pers. comm.)
questioned the inclusion of the Retroplumidae
among the ocypodoids and also among the thora-
cotremes; she now feels that the family Retroplum-
idae “probably belongs to the Heterotremata”
(where we have now placed it, in its own superfam-
ily following Saint Laurent, 1989). Also within the
Ocypodoidea, Guinot (pers. comm.) questions the
placement of the Palicidae and suggests that they
be listed currently as incertae sedis; Guinot and
Bouchard (1998) treat them as members of the Het-
erotremata. C. Schubart (pers. comm.) also ques-
tions the placement of the palicids based on results
of his 16S mtDNA studies (Schubart et al., 1998).
We have left the palicids among the Ocypodoids
pending more firm suggestions as to where they
might belong. We have also corrected authorship of
the family Palicidae to Bouvier from Rathbun (as
in Bowman and Abele, 1982, and most other ear-
lier treatments), following the detailed explanation
offered in Castro’s (2000) revision of the Palicidae
of the Indo-West Pacific. The family Camptandri-
idae Stimpson is recognized by Ng (1988). Schubart
(pers. comm.) points out that if we recognize the
Camptandriidae, it would be logical also to elevate
the other three ocypodid subfamilies (Macropthal-
minae, Dotillinae, and Heloeciinae) to family level,
and apparently there is some preliminary data to
support this from zoeal and adult morphology (C.
Schubart, pers. comm.). This seems especially log-
ical in light of the finding of Kitaura et al. (1998)
that the Camptrandriinae (now Camptrandriidae)
56 Mf Contributions in Science, Number 39
is more closely related to the Dotillinae (based on
molecular studies) than to any other ocypodid
group; however, we have not yet taken that step.
Superfamily Grapsoidea
It has been suggested that the former grapsid sub-
families (especially the Varuninae) should be ele-
vated to family status based on a combination of
morphological, larval, and molecular data (Cuesta
and Schubart, 1999; Cuesta et al., 2000; Schubart,
2000a-c; Spivak and Cuesta, 2000; Sternberg and
Cumberlidge, 2000b). Schubart, Cuesta, and Felder
(in press) review some of these arguments and es-
tablish, on the basis of adult and larval morphology
and molecular sequence data, the validity of the
Glyptograpsidae (containing only Glyptograpsus
and Platychirograpsus); they also review relation-
ships among other former grapsid subfamilies. On
the basis of these papers, we recognize as valid fam-
ilies within the Grapsidoidea the Gecarcinidae,
Glyptograpsidae, Grapsidae, Plagusiidae, Sesarmi-
dae, and Varunidae. Comparing the families Grap-
sidae (as restricted; see Schubart, Cuesta, and Feld-
er, in press, and Schubart, Cuesta, and Rodriguez,
in press) and Gecarcinidae, Cuesta and Schubart
stated (1999: 52) that there is “not a single larval
morphological character that consistently distin-
guishes the Gecarcinidae from the Grapsidae.”
However, J. Cuesta (pers. comm.) does not feel that
the families are closely related and instead feels that
larvae of the Gecarcinidae are more similar to lar-
vae of the Varunidae and Sesarmidae.
Rationale
CONCLUDING REMARKS
We have thoroughly enjoyed the discussions with,
and suggestions from, fellow carcinologists during
the compilation and editing of this classification.
Doubtless we have pleased and angered some
workers more than others in our “final” arrange-
ment. We have been accused of making changes
“simply for the sake of change,” while at the same
time we have been accused of “classificatory paral-
ysis” in our “unwillingness to change.” The classi-
fication has been criticized as being “nonphyloge-
netic,” while at the same time parts of it have been
criticized as relying too heavily on “recent lines of
cladistic evidence” (for which read molecular sys-
tematics). We accept all such criticisms gladly; they
are the signs of a growing and developing field of
Contributions in Science, Number 39
study and of a field that is of passionate interest to
a large number of dedicated workers. We are proud
to be your colleagues.
It is our sincere hope that the classification that
follows is used primarily as a starting point for fu-
ture research. By comparing the new classification
with that of Bowman and Abele and seeing where
changes have, and have not, occurred, and by read-
ing the various dissenting opinions that follow (in
Appendix I), we hope that the weaknesses inherent
in this classification will be more readily spotted.
We further hope that knowledge of these weak-
nesses will in turn lead to further work on the Crus-
tacea, the planet’s most morphologically diverse—
and to us, the most interesting—group of organ-
isms.
Concluding Remarks Hi 57
CLASSIFICATION OF RECENT CRUSTACEA
Subphylum Crustacea Briinnich, 1772
Class Branchiopoda Latreille, 1817
Subclass Sarsostraca Tasch, 1969
Order Anostraca Sars, 1867
Family Artemiidae Grochowski, 1896
Branchinectidae Daday, 1910
Branchipodidae Simon, 1886
Chirocephalidae Daday, 1910
Polyartemiidae Simon, 1886
Streptocephalidae Daday, 1910
Thamnocephalidae Simon, 1886
Subclass Phyllopoda Preuss, 1951
Order Notostraca Sars, 1867
Family Triopsidae Keilhack, 1909
Order Diplostraca Gerstaecker, 1866
Suborder Laevicaudata Linder, 1945
Family Lynceidae Baird, 1845
Suborder Spinicaudata Linder, 1945
Family Cyzicidae Stebbing, 1910
Leptestheriidae Daday, 1923
Limnadiidae Baird, 1849
Suborder Cyclestherida Sars, 1899
Family Cyclestheriidae Sars, 1899
Suborder Cladocera Latreille, 1829
Infraorder Ctenopoda Sars, 1865
Family Holopediidae Sars, 1865
Sididae Baird, 1850
Infraorder Anomopoda Stebbing, 1902
Family Bosminidae Baird, 1845
Chydoridae Stebbing, 1902
Daphniidae Straus, 1820
Macrothricidae Norman & Brady, 1867
Infraorder Onychopoda Sars, 1865
Family Cercopagididae Mordukhai-Boltovskoi, 1968
Podonidae Mordukhai-Boltovskoi, 1968
Polyphemidae Baird, 1845
Infraorder Haplopoda Sars, 1865
Family Leptodoridae Lilljeborg, 1900
Class Remipedia Yager, 1981
Order Nectiopoda Schram, 1986
Family Godzilliidae Schram, Yager & Emerson, 1986
Speleonectidae Yager, 1981
Class Cephalocarida Sanders, 1955
Order Brachypoda Birshteyn, 1960
Family Hutchinsoniellidae Sanders, 1955
Class Maxillopoda Dahl, 1956
Subclass Thecostraca Gruvel, 1905
Infraclass Facetotecta Grygier, 1985
Infraclass Ascothoracida Lacaze-Duthiers, 1880
Order Laurida Grygier, 1987
Family Lauridae Gruvel, 1905
Petrarcidae Gruvel, 1905
Synagogidae Gruvel, 1905
Order Dendrogastrida Grygier, 1987
Family Ascothoracidae Grygier, 1987
Ctenosculidae Thiele, 1925
Dendrogastridae Gruvel, 1905
Infraclass Cirripedia Burmeister, 1834
Superorder Acrothoracica Gruvel, 1905
58 Hf Contributions in Science, Number 39
Classification of Recent Crustacea
Order Pygophora Berndt, 1907
Family Cryptophialidae Gerstaecker, 1866
Lithoglyptidae Aurivillius, 1892
Order Apygophora Berndt, 1907
Family Trypetesidae Stebbing, 1910
Superorder Rhizocephala Miiler, 1862
Order Kentrogonida Delage, 1884
Family Lernaeodiscidae Boschma, 1928
Peltogastridae Lilljeborg, 1860
Sacculinidae Lilljeborg, 1860
Order Akentrogonida Hafele, 1911
Family Chthamalophilidae Bocquet-Védrine, 1961
Clistosaccidae Boschma, 1928
Duplorbidae Hgeg & Rybakov, 1992
Mycetomorphidae Hoeg & Rybakov, 1992
Polysaccidae Liitzen & Takahashi, 1996
Thompsoniidae Hoeg & Rybakov, 1992
Superorder Thoracica Darwin, 1854
Order Pedunculata Lamarck, 1818
Suborder Heteralepadomorpha Newman, 1987
Family Anelasmatidae Gruvel, 1905
Heteralepadidae Nilsson-Cantell, 1921
Koleolepadidae Hiro, 1933
Malacolepadidae Hiro, 1937
Microlepadidae Zevina, 1980
Rhizolepadidae Zevina, 1980
Suborder Iblomorpha Newman, 1987
Family Iblidae Leach, 1825
Suborder Lepadomorpha Pilsbry, 1916
Family Lepadidae Darwin, 1852
Oxynaspididae Gruvel, 1905
Poecilasmatidae Annandale, 1909
Suborder Scalpellomorpha Newman, 1987
Family Calanticidae Zevina, 1978
Lithotryidae Gruvel, 1905
Pollicipedidae Leach, 1817
Scalpellidae Pilsbry, 1907
Order Sessilia Lamarck, 1818
Suborder Brachylepadomorpha Withers, 1923
Family Neobrachylepadidae Newman & Yamaguchi, 1995
Suborder Verrucomorpha Pilsbry, 1916
Family Neoverrucidae Newman, 1989
Verrucidae Darwin, 1854
Suborder Balanomorpha Pilsbry, 1916
Superfamily Chionelasmatoidea Buckeridge, 1983
Family Chionelasmatidae Buckeridge, 1983
Superfamily Pachylasmatoidea Utinomi, 1968
Family Pachylasmatidae Utinomi, 1968
Superfamily Chthamaloidea Darwin, 1854
Family Catophragmidae Utinomi, 1968
Chthamalidae Darwin, 1854
Superfamily Coronuloidea Leach, 1817
Family Chelonibiidae Pilsbry, 1916
Coronulidae Leach, 1817
Platylepadidae Newman & Ross, 1976
Superfamily Tetraclitoidea Gruvel, 1903
Family Bathylasmatidae Newman & Ross, 1971
Tetraclitidae Gruvel, 1903
Superfamily Balanoidea Leach, 1817
Family Archaeobalanidae Newman & Ross, 1976
Balanidae Leach, 1817
Pyrgomatidae Gray, 1825
Contributions in Science, Number 39 Classification of Recent Crustacea Hl 59
Subclass ‘Tantulocarida Boxshall & Lincoln, 1983
Family Basipodellidae Boxshall & Lincoln, 1983
Deoterthridae Boxshall & Lincoln, 1987
Doryphallophoridae Huys, 1991
Microdajidae Boxshall & Lincoln, 1987
Onceroxenidae Huys, 1991
Subclass Branchiura Thorell, 1864
Order Arguloida Yamaguti, 1963
Family Argulidae Leach, 1819
Subclass Pentastomida Diesing, 1836
Order Cephalobaenida Heymons, 1935
Family Cephalobaenidae Fain, 1961
Reighardiidae Heymons, 1935
Order Porocephalida Heymons, 1935
Family Armilliferidae Fain, 1961
Diesingidae Fain, 1961
Linguatulidae Heymons, 1935
Porocephalidae Fain, 1961
Sambonidae Fain, 1961
Sebekiidae Fain, 1961
Subtriquetridae Fain, 1961
Subclass Mystacocarida Pennak & Zinn, 1943
Order Mystacocaridida Pennak & Zinn, 1943
Family Derocheilocarididae Pennak & Zinn, 1943
Subclass Copepoda Milne-Edwards, 1840
Infraclass Progymnoplea Lang, 1948
Order Platycopioida Fosshagen, 1985
Family Platycopiidae Sars, 1911
Infraclass Neocopepoda Huys & Boxshall, 1991
Superorder Gymnoplea Giesbrecht, 1882
Order Calanoida Sars, 1903
Family Acartiidae Sars, 1900
Aetideidae Giesbrecht, 1893
Arietellidae Sars, 1902
Augaptilidae Sars, 1905
Bathypontiidae Brodsky, 1950
Boholinidae Fosshagen & Iliffe, 1989
Calanidae Dana, 1846
Candaciidae Giesbrecht, 1893
Centropagidae Giesbrecht, 1893
Clausocalanidae Giesbrecht, 1893
Diaixidae Sars, 1902
Diaptomidae Baird, 1850
Discoidae Gordejeva, 1975
Epacteriscidae Fosshagen, 1973
Eucalanidae Giesbrecht, 1893
Euchaetidae Giesbrecht, 1893
Fosshageniidae Suarez-Mordles & Iliffe, 1996
Heterorhabdidae Sars, 1902
Hyperbionychidae Ohtsuka, Roe & Boxshall, 1993
Lucicutiidae Sars, 1902
Mecynoceridae Andronov, 1973
Megacalanidae Sewell, 1947
Mesaiokeratidae Matthews, 1961
Metridinidae Sars, 1902
Nullosetigeridae Soh, Ohtsuka, Imbayashi & Suh, 1999
Paracalanidae Giesbrecht, 1893
Parapontellidae Giesbrecht, 1893
Parkiidae Ferrari & Markhaseva, 1996
Phaennidae Sars, 1902
Pontellidae Dana, 1852
Pseudocyclopidae Giesbrecht, 1893
60 Hf Contributions in Science, Number 39 Classification of Recent Crustacea
Pseudocyclopiidae Sars, 1902
Pseudodiaptomidae Sars, 1902
Rhincalanidae Geletin, 1976
Ridgewayiidae Wilson, 1958
Ryocalanidae Andronoy, 1974
Scolecitrichidae Giesbrecht, 1893
Spinocalanidae Vervoort, 1951
Stephidae Sars, 1902
Sulcanidae Nicholls, 1945
Temoridae Giesbrecht, 1893
Tharybidae Sars, 1902
Tortanidae Sars, 1902
Superorder Podoplea Giesbrecht, 1882
Order Misophrioida Gurney, 1933
Family Misophriidae Brady, 1878
Palpophriidae Boxshall & Jaume, 2000
Speleophriidae Boxshall & Jaume, 2000
Order Cyclopoida Burmeister, 1834
Family Archinotodelphyidae Lang, 1949
Ascidicolidae Thorell, 1860
Buproridae Thorell, 1859
Chordeumiidae Boxshall, 1988
Cucumaricolidae Bouligand & Delamare-Deboutteville, 1959
Cyclopidae Dana, 1846
Cyclopinidae Sars, 1913
Fratiidae Ho, Conradi & Lopez-Gonzalez, 1998
Lernaeidae Cobbold, 1879
Mantridae Leigh-Sharpe, 1934
Notodelphyidae Dana, 1852
Oithonidae Dana, 1852
Ozmanidae Ho & Thatcher, 1989
Speleoithonidae da Rocha & Iliffe, 1991
Thaumatopsyllidae Sars, 1913
Order Gelyelloida Huys, 1988
Family Gelyellidae Rouch & Lescher-Moutoué, 1977
Order Mormonilloida Boxshall, 1979
Family Mormonillidae Giesbrecht, 1893
Order Harpacticoida Sars, 1903
Family Adenopleurellidae Huys, 1990
Aegisthidae Giesbrecht, 1893
Ambunguipedidae Huys, 1990
Ameiridae Monard, 1927
Ancorabolidae Sars, 1909
Argestidae Por, 1986
Balaenophilidae Sars, 1910
Cancrincolidae Fiers, 1990
Canthocamptidae Sars, 1906
Canuellidae Lang, 1944
Cerviniidae Sars, 1903
Chappuisiidae Chappuis, 1940
Cletodidae Scott, 1905
Cletopsyllidae Huys & Williams, 1989
Clytemnestridae Scott, 1909
Cristacoxidae Huys, 1990
Cylindropsyllidae Sars, 1909
Darcythompsoniidae Lang, 1936
Diosaccidae Sars, 1906
Ectinosomatidae Sars, 1903
Euterpinidae Brian, 1921
Hamondiidae Huys, 1990
Harpacticidae Dana, 1846
Huntemanniidae Por, 1986
Contributions in Science, Number 39 Classification of Recent Crustacea Hf 61
Laophontidae Scott, 1905
Laophontopsidae Huys & Willems, 1989
Latiremidae Bozic, 1969
Leptastacidae Lang, 1948
Leptopontiidae Lang, 1948
Longipediidae Sars, 1903
Louriniidae Monard, 1927
Metidae Sars, 1910
Miraciidae Dana, 1846
Neobradyidae Oloffson, 1917
Normanellidae Lang, 1944
Novocriniidae Huys & Iliffe, 1998
Orthopsyllidae Huys, 1990
Paramesochridae Lang, 1944
Parastenheliidae Lang, 1936
Parastenocarididae Chappuis, 1933
Peltidiidae Sars, 1904
Phyllognathopodidae Gurney, 1932
Porcellidiidae Boeck, 1865
Pseudotachidiidae Lang, 1936
Rhizothricidae Por, 1986
Rotundiclipeidae Huys, 1988
Styracothoracidae Huys, 1993
Superornatiremidae Huys, 1997
Tachidiidae Boeck, 1865
Tegastidae Sars, 1904
Tetragonicipitidae Lang, 1944
Thalestridae Sars, 1905
Thompsonulidae Lang, 1944
Tisbidae Stebbing, 1910
Order Poecilostomatoida Thorell, 1859
Family Anchimolgidae Humes & Boxshall, 1996
Anomoclausiidae Gotto, 1964
Antheacheridae Sars, 1870
Anthessiidae Humes, 1986
Bomolochidae Sumpf, 1871
Catiniidae Bocquet & Stock, 1957
Chitonophilidae Avdeev & Sirenko, 1991
Chondracanthidae Milne Edwards, 1840
Clausidiidae Embleton, 1901
Clausiidae Giesbrecht, 1895
Corallovexiidae Stock, 1975
Corycaeidae Dana, 1852
Echiurophilidae Delamare-Deboutteville & Nunes-Ruivo, 1955
Entobiidae Ho, 1984
Erebonasteridae Humes, 1987
Ergasilidae von Nordmann, 1832
Eunicicolidae Sars, 1918
Gastrodelphyidae List, 1889
Herpyllobiidae Hansen, 1892
Intramolgidae Marchenkov & Boxshall, 1995
Kelleriidae Humes & Boxshall, 1996
Lamippidae Joliet, 1882
Lernaeosoleidae Yamaguti, 1963
Lichomolgidae Kossmann, 1877
Lubbockiidae Huys & Bottger-Schnack, 1997
Macrochironidae Humes & Boxshall, 1996
Mesoglicolidae de Zulueta, 1911
Micrallectidae Huys, 2001
Myicolidae Yamaguti, 1936
Mytilicolidae Bocquet & Stock, 1957
Nereicolidae Claus, 1875
62 Mi Contributions in Science, Number 39 Classification of Recent Crustacea
Nucellicolidae Lamb, Boxshall, Mill & Grahame, 1996
Octopicolidae Humes & Boxshall, 1996
Oncaeidae Giesbrecht, 1893
Paralubbockiidae Boxshall & Huys, 1989
Pharodidae Illg, 1948
Philichthyidae Vogt, 1877
Philoblennidae Izawa, 1976
Phyllodicolidae Delamare-Deboutteville & Laubier, 1961
Polyankylidae Ho & Kim, 1997
Pseudanthessiidae Humes & Stock, 1972
Rhynchomolgidae Humes & Stock, 1972
Sabelliphilidae Gurney, 1927
Saccopsidae Liitzen, 1964
Sapphirinidae Thorell, 1860
Serpulidicolidae Stock, 1979
Shiinoidae Cressey, 1975
Spiophanicolidae Ho, 1984
Splanchnotrophidae Norman & Scott, 1906
Synapticolidae Humes & Boxshall, 1996
Synaptiphilidae Bocquet, 1953
Taeniacanthidae Wilson, 1911
Tegobomolochidae Avdeev, 1978
Telsidae Ho, 1967
Thamnomolgidae Humes & Boxshall, 1996
Tuccidae Vervoort, 1962
Urocopiidae Humes & Stock, 1972
Vahiniidae Humes, 1967
Ventriculinidae Leigh-Sharpe, 1934
Xarifiidae Humes, 1960
Xenocoelomatidae Bresciani & Liitzen, 1966
Order Siphonostomatoida Thorell, 1859
Family Archidactylinidae Izawa, 1996
Artotrogidae Brady, 1880
Asterocheridae Giesbrecht, 1899
Brychiopontiidae Humes, 1974
Caligidae Burmeister, 1834
Calverocheridae Stock, 1968
Cancerillidae Giesbrecht, 1897
Cecropidae Dana, 1849
Codobidae Boxshall & Ohtsuka, 2001
Coralliomyzontidae Humes & Stock, 1991
Dichelesthiidae Milne Edwards, 1840
Dichelinidae Boxshall & Ohtsuka, 2001
Dinopontiidae Murnane, 1967
Dirivultidae Humes & Dojiri, 1981
Dissonidae Yamaguti, 1963
Ecbathyriontidae Humes, 1987
Entomolepididae Brady, 1899
Eudactylinidae Wilson, 1922
Euryphoridae Wilson, 1905
Hatschekiidae Kabata, 1979
Hyponeoidae Heegaard, 1962
Kroyeriidae Kabata, 1979
Lernaeopodidae Milne Edwards, 1840
Lernanthropidae Kabata, 1979
Megapontiidae Heptner, 1968
Micropontiidae Gooding, 1957
Nanaspididae Humes & Cressey, 1959
Nicothoidae Dana, 1849
Pandaridae Milne Edwards, 1840
Pennellidae Burmeister, 1834
Pontoeciellidae Giesbrecht, 1895
Contributions in Science, Number 39 Classification of Recent Crustacea Hl 63
Pseudocycnidae Wilson, 1922
Rataniidae Giesbrecht, 1897
Scottomyzontidae Ivanenko, Ferrari, & Smurov, 2001
Sphyriidae Wilson, 1919
Sponginticolidae Topsent, 1928
Spongiocnizontidae Stock & Kleeton, 1964
Stellicomitidae Humes & Cressey, 1958
Tanypleuridae Kabata, 1969
Trebiidae Wilson, 1905
Order Monstrilloida Sars, 1901
Family Monstrillidae Dana, 1849
Class Ostracoda Latreille, 1802
Subclass Myodocopa Sars, 1866
Order Myodocopida Sars, 1866
Suborder Myodocopina Sars, 1866
Superfamily Cypridinoidea Baird, 1850
Family Cypridinidae Baird, 1850
Superfamily Cylindroleberidoidea Miiller, 1906
Family Cylindroleberididae Miller, 1906
Superfamily Sarsielloidea Brady & Norman, 1896
Family Philomedidae Miller, 1906
Rutidermatidae Brady & Norman, 1896
Sarsiellidae Brady & Norman, 1896
Order Halocyprida Dana, 1853
Suborder Cladocopina Sars, 1865
Superfamily Polycopoidea Sars, 1865
Family Polycopidae Sars, 1865
Suborder Halocypridina Dana, 1853
Superfamily Halocypridoidea Dana, 1853
Family Halocyprididae Dana, 1853
Superfamily Thaumatocypridoidea Miller, 1906
Family Thaumatocyprididae Miller, 1906
Subclass Podocopa Miiller, 1894
Order Platycopida Sars, 1866
Family Cytherellidae Sars, 1866
Punciidae Hornibrook, 1949
Order Podocopida Sars, 1866
Suborder Bairdiocopina Sars, 1865
Superfamily Bairdioidea Sars, 1865
Family Bairdiidae Sars, 1865
Bythocyprididae Maddocks, 1969
Suborder Cytherocopina Baird, 1850
Superfamily Cytheroidea Baird, 1850
Family Bythocytheridae Sars, 1866
Cytheridae Baird, 1850
Cytherideidae Sars, 1925
Cytheromatidae Elofson, 1939
Cytheruridae Miller, 1894
Entocytheridae Hoff, 1942
Eucytheridae Puri, 1954
Hemicytheridae Puri, 1953
Kliellidae Schafer, 1945
Krithidae Mandelstam, 1958
Leptocytheridae Hanai, 1957
Loxoconchidae Sars, 1925
Microcytheridae Klie, 1938
Neocytherideidae Puri, 1957
Paradoxostomatidae Brady & Norman, 1889
Pectocytheridae Hanai, 1957
Protocytheridae Ljubimova, 1956
Psammocytheridae Klie, 1938
Schizocytheridae Howe, 1961
64 Hf Contributions in Science, Number 39 Classification of Recent Crustacea
Terrestricytheridae Schornikov, 1969
Thaerocytheridae Hazel, 1967
Trachyleberididae Sylvester-Bradley, 1948
Xestoleberididae Sars, 1928
Suborder Darwinulocopina Sohn, 1988
Superfamily Darwinuloidea Brady & Norman, 1889
Family Darwinulidae Brady & Norman, 1889
Suborder Cypridocopina Jones, 1901
Superfamily Cypridoidea Baird, 1845
Family Candonidae Kaufmann, 1900
Cyprididae Baird, 1845
Ilyocyprididae Kaufmann, 1900
Notodromadidae Kaufmann, 1900
Superfamily Macrocypridoidea Miiller, 1912
Family Macrocyprididae Miller, 1912
Superfamily Pontocypridoidea Miller, 1894
Family Pontocyprididae Miller, 1894
Suborder Sigilliocopina Martens, 1992
Superfamily Sigillioidea Mandelstam, 1960
Family Sigilliidae Mandelstam, 1960
Class Malacostraca Latreille, 1802
Subclass Phyllocarida Packard, 1879
Order Leptostraca Claus, 1880
Family Nebaliidae Samouelle, 1819
Nebaliopsidae Hessler, 1984
Paranebaliidae Walker-Smith & Poore, 2001
Subclass Hoplocarida Calman, 1904
Order Stomatopoda Latreille, 1817
Suborder Unipeltata Latreille, 1825
Superfamily Bathysquilloidea Manning, 1967
Family Bathysquillidae Manning, 1967
Indosquillidae Manning, 1995
Superfamily Gonodactyloidea Giesbrecht, 1910
Family Alainosquillidae Moosa, 1991
Hemisquillidae Manning, 1980
Gonodactylidae Giesbrecht, 1910
Odontodactylidae Manning, 1980
Protosquillidae Manning, 1980
Pseudosquillidae Manning, 1977
Takuidae Manning, 1995
Superfamily Erythrosquilloidea Manning & Bruce, 1984
Family Erythrosquillidae Manning & Bruce, 1984
Superfamily Lysiosquilloidea Giesbrecht, 1910
Family Coronididae Manning, 1980
Lysiosquillidae Giesbrecht, 1910
Nannosquillidae Manning, 1980
Tetrasquillidae Manning & Camp, 1993
Superfamily Squilloidea Latreille, 1802
Family Squillidae Latreille, 1802
Superfamily Eurysquilloidea Ahyong & Harling, 2000
Family Eurysquillidae Manning, 1977
Superfamily Parasquilloidea Ahyong & Harling, 2000
Family Parasquillidae Manning, 1995
Subclass Eumalacostraca Grobben, 1892
Superorder Syncarida Packard, 1885
Order Bathynellacea Chappuis, 1915
Family Bathynellidae Chappuis, 1915
Parabathynellidae Noodt, 1965
Order Anaspidacea Calman, 1904
Family Anaspididae Thomson, 1893
Koonungidae Sayce, 1908
Psammaspididae Schminke, 1974
Contributions in Science, Number 39 Classification of Recent Crustacea Hl 65
Stygocarididae Noodt, 1963
Superorder Peracarida Calman, 1904
Order Spelaeogriphacea Gordon, 1957
Family Spelaeogriphidae Gordon, 1957
Order Thermosbaenacea Monod, 1927
Family Halosbaenidae Monod & Cals, 1988
Monodellidae Taramelli, 1954
Thermosbaenidae Monod, 1927
Tulumellidae Wagner, 1994
Order Lophogastrida Sars, 1870
Family Eucopiidae Sars, 1885
Lophogastridae Sars, 1870
Order Mysida Haworth, 1825
Family Lepidomysidae Clarke, 1961
Mysidae Haworth, 1825
Petalophthalmidae Czerniavsky, 1882
Stygiomysidae Caroli, 1937
Order Mictacea Bowman, Garner, Hessler, Iliffe & Sanders, 1985
Family Hirsutiidae Sanders, Hessler & Garner, 1985
Mictocarididae Bowman & Iliffe, 1985
Order Amphipoda Latreille, 1816
Suborder Gammaridea Latreille, 1802
Family Acanthogammaridae Garjajeff, 1901
Acanthonotozomellidae Coleman & Barnard, 1991
Allocrangonyctidae Holsinger, 1989
Amathillopsidae Pirlot, 1934
Ampeliscidae Costa, 1857
Amphilochidae Boeck, 1871
Ampithoidae Stebbing, 1899
Anamixidae Stebbing, 1897
Anisogammaridae Bousfield, 1977
Aoridae Walker, 1908
Argissidae Walker, 1904
Aristiidae Lowry & Stoddart, 1997
Artesiidae Holsinger, 1980
Bateidae Stebbing, 1906
Biancolinidae Barnard, 1972
Bogidiellidae Hertzog, 1936
Bolttsiidae Barnard & Karaman, 1987
Calliopidae Sars, 1893
Carangoliopsidae Bousfield, 1977
Cardenioidae Barnard & Karaman, 1987
Caspicolidae Birstein, 1945
Ceinidae Barnard, 1972
Cheidae Thurston, 1982
Cheluridae Allman, 1847
Clarenciidae Barnard & Karaman, 1987
Colomastigidae Stebbing, 1899
Condukiidae Barnard & Drummond, 1982
Corophiidae Leach, 1814
Crangonyctidae Bousfield, 1973
Cressidae Stebbing, 1899
Cyphocarididae Lowry & Stoddart, 1997
Cyproideidae Barnard, 1974
Dexaminidae Leach, 1814
Didymocheliidae Bellan-Santini & Ledoyer, 1986
Dikwidae Coleman & Barnard, 1991
Dogielinotidae Gurjanova, 1953
Dulichiidae Dana, 1849
Endevouridae Lowry & Stoddart, 1997
Eophliantidae Sheard, 1936
Epimeriidae Boeck, 1871
66 Hi Contributions in Science, Number 39 Classification of Recent Crustacea
Eusiridae Stebbing, 1888
Exoedicerotidae Barnard & Drummond, 1982
Gammaracanthidae Bousfield, 1989
Gammarellidae Bousfield, 1977
Gammaridae Latreille, 1802
Gammaroporeiidae Bousfield, 1979
Hadziidae Karaman, 1943
Haustoriidae Stebbing, 1906
Hyalellidae Bulycheva, 1957
Hyalidae Bulycheva, 1957
Hyperiopsidae Bovallius, 1886
Iciliidae Dana, 1849
Ipanemidae Barnard & Thomas, 1988
Iphimediidae Boeck, 1871
Isaeidae Dana, 1853
Ischyroceridae Stebbing, 1899
Kurtidae Walker & Scott, 1903
Laphystiidae Sars, 1893
Laphystiopsidae Stebbing, 1899
Lepechinellidae Schellenberg, 1926
Leucothoidae Dana, 1852
Liljeborgiidae Stebbing, 1899
Lysianassidae Dana, 1849
Macrohectopidae Sowinsky, 1915
Maxillipiidae Ledoyer, 1973
Megaluropidae Thomas & Barnard, 1986
Melitidae Bousfield, 1973
Melphidippidae Stebbing, 1899
Mesogammaridae Bousfield, 1977
Metacrangonyctidae Boutin & Missouli, 1988
Micruropidae Kamaltynov, 1999
Najnidae Barnard, 1972
Neomegamphopidae Myers, 1981
Neoniphargidae Bousfield, 1977
Nihotungidae Barnard, 1972
Niphargidae Bousfield, 1977
Ochlesidae Stebbing, 1910
Odiidae Coleman & Barnard, 1991
Oedicerotidae Lilljeborg, 1865
Opisidae Lowry & Stoddart, 1995
Pachyschesidae Kamaltynov, 1999
Pagetinidae Barnard, 1931
Paracalliopidae Barnard & Karaman, 1982
Paracrangonyctidae Bousfield, 1982
Paraleptamphopidae Bousfield, 1983
Paramelitidae Bousfield, 1977
Pardaliscidae Boeck, 1871
Perthiidae Williams & Barnard, 1988
Phliantidae Stebbing, 1899
Phoxocephalidae Sars, 1891
Phoxocephalopsidae Barnard & Drummond, 1982
Phreatogammaridae Bousfield, 1982
Platyischnopidae Barnard & Drummond, 1979
Pleustidae Buchholz, 1874
Plioplateidae Barnard, 1978
Podoceridae Leach, 1814
Podoprionidae Lowry & Stoddart, 1996
Pontogammaridae Bousfield, 1977
Pontoporeiidae Dana, 1853
Priscomilitaridae Hirayama, 1988
Pseudamphilochidae Schellenberg, 1931
Pseudocrangonyctidae Holsinger, 1989
Contributions in Science, Number 39 Classification of Recent Crustacea Hl 67
Salentinellidae Bousfield, 1977
Scopelocheiridae Lowry & Stoddart, 1997
Sebidae Walker, 1908
Sinurothoidae Ren, 1999
Stegocephalidae Dana, 1853
Stenothoidae Boeck, 1871
Sternophysingidae Holsinger, 1992
Stilipedidae Holmes, 1908
Synopiidae Dana, 1853
Talitridae Rafinesque, 1815
Temnophliantidae Griffiths, 1975
Trischizostomatidae Lilljeborg, 1865
Tulearidae Ledoyer, 1979
Typhlogammaridae, Bousfield, 1977
Uristidae Hurley, 1963
Urohaustoriidae Barnard & Drummond, 1982
Urothoidae Bousfield, 1978
Valettidae Stebbing, 1888
Vicmusiidae Just, 1990
Vitjazianidae Birstein & Vinogradov, 1955
Wandinidae Lowry & Stoddart, 1990
Zobrachoidae Barnard & Drummond, 1982
Suborder Caprellidea Leach, 1814
Infraorder Caprellida Leach, 1814
Superfamily Caprelloidea Leach, 1814
Family Caprellidae Leach, 1814
Caprellinoididae Laubitz, 1993
Caprogammaridae Kudrjaschov & Vassilenko, 1966
Paracercopidae Vassilenko, 1968
Pariambidae Laubitz, 1993
Protellidae McCain, 1970
Superfamily Phtisicoidea Vassilenko, 1968
Family Phtisicidae Vassilenko, 1968
Infraorder Cyamida Rafinesque, 1815
Family Cyamidae Rafinesque, 1815
Suborder Hyperiidea Milne Edwards, 1830
Infraorder Physosomata Pirlot, 1929
Superfamily Scinoidea Stebbing, 1888
Family Archaeoscinidae Stebbing, 1904
Mimonectidae Bovallius, 1885
Proscinidae Pirlot, 1933
Scinidae Stebbing, 1888
Superfamily Lanceoloidea Bovallius, 1887
Family Chuneolidae Woltereck, 1909
Lanceolidae Bovallius, 1887
Microphasmatidae Stephensen & Pirlot, 1931
Infraorder Physocephalata Bowman & Gruner, 1973
Superfamily Vibilioidea Dana, 1853
Family Cystisomatidae Willemoes-Suhm, 1875
Paraphronimidae Bovallius, 1887
Vibiliidae Dana, 1853
Superfamily Phronimoidea Rafinesque, 1815
Family Dairellidae Bovallius, 1887
Hyperiidae Dana, 1853
Phronimidae Rafinesque, 1815
Phrosinidae Dana, 1853
Superfamily Lycaeopsoidea Chevreux, 1913
Family Lycaeopsidae Chevreux, 1913
Superfamily Platysceloidea Bate, 1862
Family Anapronoidae Bowman & Gruner, 1973
Lycaeidae Claus, 1879
Oxycephalidae Dana, 1853
68 Hi Contributions in Science, Number 39 Classification of Recent Crustacea
Parascelidae Bate, 1862
Platyscelidae Bate, 1862
Pronoidae Dana, 1853
Suborder Ingolfiellidea Hansen, 1903
Family Ingolfiellidae Hansen, 1903
Metaingolfiellidae Ruffo, 1969
Order Isopoda Latreille, 1817
Suborder Phreatoicidea Stebbing, 1893
Family Amphisopodidae Nicholls, 1943
Nichollsiidae Tiwari, 1955
Phreatoicidae Chilton, 1891
Suborder Anthuridea Monod, 1922
Family Antheluridae Poore & Lew Ton, 1988
Anthuridae Leach, 1814
Expanathuridae Poore, 2001
Hyssuridae Wagele, 1981
Leptanthuridae Poore, 2001
Paranthuridae Menzies & Glynn, 1968
Suborder Microcerberidea Lang, 1961
Family Atlantasellidae Sket, 1980
Microcerberidae Karaman, 1933
Suborder Flabellifera Sars, 1882
Family Aegidae White, 1850
Ancinidae Dana, 1852
Anuropidae Stebbing, 1893
Bathynataliidae Kensley, 1978
Cirolanidae Dana, 1852
Corallanidae Hansen, 1890
Cymothoidae Leach, 1814
Gnathiidae Leach, 1814
Hadromastacidae Bruce & Miiller, 1991
Keuphyliidae Bruce, 1980
Limnoriidae White, 1850
Phoratopodidae Hale, 1925
Plakarthriidae Hansen, 1905
Protognathiidae Wagele & Brandt, 1988
Serolidae Dana, 1852
Sphaeromatidae Latreille, 1825
Tecticepitidae Iverson, 1982
Tridentellidae Bruce, 1984
Suborder Asellota Latreille, 1802
Superfamily Aselloidea Latreille, 1802
Family Asellidae Latreille, 1802
Stenasellidae Dudich, 1924
Superfamily Stenetrioidea Hansen, 1905
Family Pseudojaniridae Wilson, 1986
Stenetriidae Hansen, 1905
Superfamily Janiroidea Sars, 1897
Family Acanthaspidiidae Menzies, 1962
Dendrotiidae Vanhoffen, 1914
Desmosomatidae Sars, 1899
Echinothambematidae Menzies, 1956
Haplomunnidae Wilson, 1976
Haploniscidae Hansen, 1916
Ischnomesidae Hansen, 1916
Janirellidae Menzies, 1956
Janiridae Sars, 1897
Joeropsididae Nordenstam, 1933
Katianiridae Svavarsson, 1987
Macrostylidae Hansen, 1916
Mesosignidae Schultz, 1969
Microparasellidae Karaman, 1933
Contributions in Science, Number 39 Classification of Recent Crustacea Hl 69
Mictosomatidae Wolff, 1965
Munnidae Sars, 1897
Munnopsididae Sars, 1869
Nannoniscidae Hansen, 1916
Paramunnidae Vanh6ffen, 1914
Pleurocopidae Fresi & Schiecke, 1972
Santiidae Wilson, 1987
Thambematidae Stebbing, 1913
Superfamily Gnathostenetroidoidea Kussakin, 1967
Family Gnathostenetroididae Kussakin, 1967
Protojaniridae Fresi, Idato & Scipione, 1980
Vermectiadidae Just & Poore, 1992
Suborder Calabozoida Van Lieshout, 1983
Family Calabozoidae Van Lieshout, 1983
Suborder Valvifera Sars, 1882
Family Antarcturidae Poore, 2001
Arcturidae Dana, 1849
Arcturididae Poore, 2001
Austrarcturellidae Poore & Bardsley, 1992
Chaetiliidae Dana, 1849
Holidoteidae Wagele, 1989
Holognathidae Thomson, 1904
Idoteidae Samouelle, 1819
Pseudidotheidae Ohlin, 1901
Rectarcturidae Poore, 2001
Xenarcturidae Sheppard, 1957
Suborder Epicaridea Latreille, 1831
Superfamily Bopyroidea Rafinesque, 1815
Family Bopyridae Rafinesque, 1815
Dajidae Giard & Bonnier, 1887
Entoniscidae Kossmann, 1881
Superfamily Cryptoniscoidea Kossmann, 1880
Family Asconiscidae Bonnier, 1900
Cabiropidae Giard & Bonnier, 1887
Crinoniscidae Bonnier, 1900
Cryptoniscidae Kossmann, 1880
Cyproniscidae Bonnier, 1900
Fabidae Danforth, 1963
Hemioniscidae Bonnier, 1900
Podasconidae Bonnier, 1900
Suborder Oniscidea Latreille, 1802
Family Dubioniscidae Schultz, 1995
Helelidae Ferrara, 1977
Irmaosidae Ferrara & Taiti, 1983
Pseudarmadillidae Vandel, 1973
Scleropactidae Verhoeff, 1938
Infraorder Tylomorpha Vandel, 1943
Family Tylidae Dana, 1852
Infraorder Ligiamorpha Vandel, 1943
Section Diplocheta Vandel, 1957
Family Ligiidae Leach, 1814
Mesoniscidae Verhoeff, 1908
Section Synocheta Legrand, 1946
Superfamily Trichoniscoidea Sars, 1899
Family Buddelundiellidae Verhoeff, 1930
Trichoniscidae Sars, 1899
Superfamily Styloniscoidea Vandel, 1952
Family Schoebliidae Verhoeff, 1938
Styloniscidae Vandel, 1952
Titaniidae Verhoeff, 1938
Tunanoniscidae Borutskii, 1969
Section Crinocheta Legrand, 1946
70 Hf Contributions in Science, Number 39 Classification of Recent Crustacea
Superfamily Oniscoidea Latreille, 1802
Family Bathytropidae Vandel, 1952
Berytoniscidae Vandel, 1973
Detonidae Budde-Lund, 1906
Halophilosciidae Verhoeff, 1908
Olibrinidae Vandel, 1973
Oniscidae Latreille, 1802
Philosciidae Kinahan, 1857
Platyarthridae Vandel, 1946
Pudeoniscidae Lemos de Castro, 1973
Rhyscotidae Budde-Lund, 1908
Scyphacidae Dana, 1852
Speleoniscidae Vandel, 1948
Sphaeroniscidae Vandel, 1964
Stenoniscidae Budde-Lund, 1904
Tendosphaeridae Verhoeff, 1930
Superfamily Armadilloidea Brandt, 1831
Family Actaeciidae Vandel, 1952
Armadillidae Brandt, 1831
Armadillidiidae Brandt, 1833
Atlantidiidae Arcangeli, 1954
Balloniscidae Vandel, 1963
Cylisticidae Verhoeff, 1949
Eubelidae Budde-Lund, 1904
Periscyphicidae Ferrara, 1973
Porcellionidae Brandt, 1831
Trachelipodidae Strouhal, 1953
Order Tanaidacea Dana, 1849
Suborder Tanaidomorpha Sieg, 1980
Superfamily Tanaoidea Dana, 1849
Family Tanaidae Dana, 1849
Superfamily Paratanaoidea Lang, 1949
Family Anarthruridae Lang, 1971
Leptochelidae Lang, 1973
Nototanaidae Sieg, 1976
Paratanaidae Lang, 1949
Pseudotanaidae Sieg, 1976
Pseudozeuxidae Sieg, 1982
Typhlotanaidae Sieg, 1986
Suborder Neotanaidomorpha Sieg, 1980
Family Neotanaidae Lang, 1956
Suborder Apseudomorpha Sieg, 1980
Superfamily Apseudoidea Leach, 1814
Family Anuropodidae Bacescu, 1980
Apseudellidae Gutu, 1972
Apseudidae Leach, 1814
Gigantapseudidae Kudinova-Pasternak, 1978
Kalliapseudidae Lang, 1956
Metapseudidae Lang, 1970
Pagurapseudidae Lang, 1970
Parapseudidae Gutu, 1981
Sphyrapidae Gutu, 1980
Tanapseudidae Bacescu, 1978
Tanzanapseudidae Bacescu, 1975
Whiteleggiidae Gutu, 1972
Order Cumacea Kroyer, 1846
Family Bodotriidae Scott, 1901
Ceratocumatidae Calman, 1905
Diastylidae Bate, 1856
Gynodiastylidae Stebbing, 1912
Lampropidae Sars, 1878
Leuconidae Sars, 1878
Contributions in Science, Number 39 Classification of Recent Crustacea 71
Nannastacidae Bate, 1866
Pseudocumatidae Sars, 1878
Superorder Eucarida Calman, 1904
Order Euphausiacea Dana, 1852
Family Bentheuphausiidae Colosi, 1917
Euphausiidae Dana, 1852
Order Amphionidacea Williamson, 1973
Family Amphionididae Holthuis, 1955
Order Decapoda Latreille, 1802
Suborder Dendrobranchiata Bate, 1888
Superfamily Penaeoidea Rafinesque, 1815
Family Aristeidae Wood-Mason, 1891
Benthesicymidae Wood-Mason, 1891
Penaeidae Rafinesque, 1815
Sicyoniidae Ortmann, 1898
Solenoceridae Wood-Mason, 1891
Superfamily Sergestoidea Dana, 1852
Family Luciferidae de Haan, 1849
Sergestidae Dana, 1852
Suborder Pleocyemata Burkenroad, 1963
Infraorder Stenopodidea Claus, 1872
Family Spongicolidae Schram, 1986
Stenopodidae Claus, 1872
Infraorder Caridea Dana, 1852
Superfamily Procaridoidea Chace & Manning, 1972
Family Procarididae Chace & Manning, 1972
Superfamily Galatheacaridoidea Vereshchaka, 1997
Family Galatheacarididae Vereshchaka, 1997
Superfamily Pasiphaeoidea Dana, 1852
Family Pasiphaeidae Dana, 1852
Superfamily Oplophoroidea Dana, 1852
Family Oplophoridae Dana, 1852
Superfamily Atyoidea de Haan, 1849
Family Atyidae de Haan, 1849
Superfamily Bresilioidea Calman, 1896
Family Agostocarididae Hart & Manning, 1986
Alvinocarididae Christoffersen, 1986
Bresiliidae Calman, 1896
Disciadidae Rathbun, 1902
Mirocarididae Vereshchaka, 1997
Superfamily Nematocarcinoidea Smith, 1884
Family Eugonatonotidae Chace, 1937
Nematocarcinidae Smith, 1884
Rhynchocinetidae Ortmann, 1890
Xiphocarididae Ortmann, 1895
Superfamily Psalidopodoidea Wood-Mason & Alcock, 1892
Family Psalidopodidae Wood-Mason & Alcock, 1892
Superfamily Stylodactyloidea Bate, 1888
Family Stylodactylidae Bate, 1888
Superfamily Campylonotoidea Sollaud, 1913
Family Bathypalaemonellidae de Saint Laurent, 1985
Campylonotidae Sollaud, 1913
Superfamily Palaemonoidea Rafinesque, 1815
Family Anchistioididae Borradaile, 1915
Desmocarididae Borradaile, 1915
Euryrhynchidae Holthuis, 1950
Gnathophyllidae Dana, 1852
Hymenoceridae Ortmann, 1890
Kakaducarididae Bruce, 1993
Palaemonidae Rafinesque, 1815
Typhlocarididae Annandale & Kemp, 1913
Superfamily Alpheoidea Rafinesque, 1815
72 Mf Contributions in Science, Number 39 Classification of Recent Crustacea
Family Alpheidae Rafinesque, 1815
Barbouriidae Christoffersen, 1987
Hippolytidae Dana, 1852
Ogyrididae Holthuis, 1955
Superfamily Processoidea Ortmann, 1890
Family Processidae Ortmann, 1890
Superfamily Pandaloidea Haworth, 1825
Family Pandalidae Haworth, 1825
Thalassocarididae Bate, 1888
Superfamily Physetocaridoidea Chace, 1940
Family Physetocarididae Chace, 1940
Superfamily Crangonoidea Haworth, 1825
Family Crangonidae Haworth, 1825
Glyphocrangonidae Smith, 1884
Infraorder Astacidea Latreille, 1802
Superfamily Glypheoidea Winkler, 1883
Family Glypheidae Winkler, 1883
Superfamily Enoplometopoidea de Saint Laurent, 1988
Family Enoplometopidae de Saint Laurent, 1988
Superfamily Nephropoidea Dana, 1852
Family Nephropidae Dana, 1852
Thaumastochelidae Bate, 1888
Superfamily Astacoidea Latreille, 1802
Family Astacidae Latreille, 1802
Cambaridae Hobbs, 1942
Superfamily Parastacoidea Huxley, 1879
Family Parastacidae Huxley, 1879
Infraorder Thalassinidea Latreille, 1831
Superfamily Thalassinoidea Latreille, 1831
Family Thalassinidae Latreille, 1831
Superfamily Callianassoidea Dana, 1852
Family Callianassidae Dana, 1852
Callianideidae Kossmann, 1880
Ctenochelidae Manning & Felder, 1991
Laomediidae Borradaile, 1903
Thomassiniidae de Saint Laurent, 1979
Upogebiidae Borradaile, 1903
Superfamily Axioidea Huxley, 1879
Family Axiidae Huxley, 1879
Calocarididae Ortmann, 1891
Micheleidae Sakai, 1992
Strahlaxiidae Poore, 1994
Infraorder Palinura Latreille, 1802
Superfamily Eryonoidea de Haan, 1841
Family Polychelidae Wood-Mason, 1874
Superfamily Palinuroidea Latreille, 1802
Family Palinuridae Latreille, 1802
Scyllaridae Latreille, 1825
Synaxidae Bate, 1881
Infraorder Anomura MacLeay, 1838
Superfamily Lomisoidea Bouvier, 1895
Family Lomisidae Bouvier, 1895
Superfamily Galatheoidea Samouelle, 1819
Family Aeglidae Dana, 1852
Chirostylidae Ortmann, 1892
Galatheidae Samouelle, 1819
Porcellanidae Haworth, 1825
Superfamily Hippoidea Latreille, 1825
Family Albuneidae Stimpson, 1858
Hippidae Latreille, 1825
Superfamily Paguroidea Latreille, 1802
Family Coenobitidae Dana, 1851
Contributions in Science, Number 39 Classification of Recent Crustacea Hl 73
Diogenidae Ortmann, 1892
Lithodidae Samouelle, 1819
Paguridae Latreille, 1802
Parapaguridae Smith, 1882
Pylochelidae Bate, 1888
Infraorder Brachyura Latreille, 1802
Section Dromiacea de Haan, 1833
Superfamily Homolodromioidea Alcock, 1900
Family Homolodromiidae Alcock, 1900
Superfamily Dromioidea de Haan, 1833
Family Dromiidae de Haan, 1833
Dynomenidae Ortmann, 1892
Superfamily Homoloidea de Haan, 1839
Family Homolidae de Haan, 1839
Latreilliidae Stimpson, 1858
Poupiniidae Guinot, 1991
Section Eubrachyura de Saint Laurent, 1980
Subsection Raninoida de Haan, 1839
Superfamily Raninoidea de Haan, 1839
Family Raninidae de Haan, 1839
Symethidae Goeke, 1981
Superfamily Cyclodorippoidea Ortmann, 1892
Family Cyclodorippidae Ortmann, 1892
Cymonomidae Bouvier, 1897
Phyllotymolinidae Tavares, 1998
Subsection Heterotremata Guinot, 1977
Superfamily Dorippoidea MacLeay, 1838
Family Dorippidae MacLeay, 1838
Orithyiidae Dana, 1853
Superfamily Calappoidea Milne Edwards, 1837
Family Calappidae Milne Edwards, 1837
Hepatidae Stimpson, 1871
Superfamily Leucosioidea Samouelle, 1819
Family Leucosiidae Samouelle, 1819
Matutidae de Hann, 1841
Superfamily Majoidea Samouelle, 1819
Family Epialtidae MacLeay, 1838
Inachidae MacLeay, 1838
Inachoididae Dana, 1851
Majidae Samouelle, 1819
Mithracidae Balss, 1929
Pisidae Dana, 1851
Tychidae Dana, 1851
Superfamily Hymenosomatoidea MacLeay, 1838
Family Hymenosomatidae MacLeay, 1838
Superfamily Parthenopoidea MacLeay, 1838
Family Aethridae Dana, 1851
Dairidae Ng & Rodriguez, 1986
Daldorfiidae Ng & Rodriguez, 1986
Parthenopidae MacLeay, 1838
Superfamily Retroplumoidea Gill, 1894
Family Retroplumidae Gill, 1894
Superfamily Cancroidea Latreille, 1802
Family Atelecyclidae Ortmann, 1893
Cancridae Latreille, 1802
Cheiragonidae Ortmann, 1893
Corystidae Samouelle, 1819
Pirimelidae Alcock, 1899
Thiidae Dana, 1852
Superfamily Portunoidea Rafinesque, 1815
Family Geryonidae Colosi, 1923
Portunidae Rafinesque, 1815
74 Hi Contributions in Science, Number 39 Classification of Recent Crustacea
Trichodactylidae Milne Edwards, 1853
Superfamily Bythograeoidea Williams, 1980
Family Bythograeidae Williams, 1980
Superfamily Xanthoidea MacLeay, 1838
Family Carpiliidae Ortmann, 1893
Eumedonidae Dana, 1853
Goneplacidae MacLeay, 1838
Hexapodidae Miers, 1886
Menippidae Ortmann, 1893
Panopeidae Ortmann, 1893
Pilumnidae Samouelle, 1819
Platyxanthidae Guinot, 1977
Pseudorhombilidae Alcock, 1900
Trapeziidae Miers, 1886
Xanthidae MacLeay, 1838
Superfamily Bellioidea Dana, 1852
Family Belliidae Dana, 1852
Superfamily Potamoidea Ortmann, 1896
Family Deckeniidae Ortmann, 1897
Platythelphusidae Colosi, 1920
Potamidae Ortmann, 1896
Potamonautidae Bott, 1970
Superfamily Pseudothelphusoidea Ortmann, 1893
Family Pseudothelphusidae Ortmann, 1893
Superfamily Gecarcinucoidea Rathbun, 1904
Family Gecarcinucidae Rathbun, 1904
Parathelphusidae Alcock, 1910
Superfamily Cryptochiroidea Paulson, 1875
Family Cryptochiridae Paulson, 1875
Subsection Thoracotremata Guinot, 1977
Superfamily Pinnotheroidea de Haan, 1833
Family Pinnotheridae de Haan, 1833
Superfamily Ocypodoidea Rafinesque, 1815
Family Camptandriidae Stimpson, 1858
Mictyridae Dana, 1851
Ocypodidae Rafinesque, 1815
Palicidae Bouvier, 1898
Superfamily Grapsoidea MacLeay, 1838
Family Gecarcinidae MacLeay, 1838
Glyptograpsidae Schubart, Cuesta & Felder, 2001
Grapsidae MacLeay, 1838
Plagusiidae Dana, 1851
Sesarmidae Dana, 1851
Varunidae Milne Edwards, 1853
Contributions in Science, Number 39 Classification of Recent Crustacea Ml 75
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APPENDIX I. COMMENTS AND OPINIONS
The following comments and opinions were pro-
vided by colleagues (all of whom are listed in Ap-
pendix II) after seeing the penultimate draft of the
classification. The authors wish to gratefully ac-
knowledge them for allowing us to reproduce their
remarks. References are listed after each comment
only if those references are not already listed in our
Literature Cited section. Some authors did not sup-
ply full references; consequently, references may be
missing for some papers cited below.
CRUSTACEA (GENERAL)
The authors choose to treat the Crustacea as a
monophyletic group and thus find it justifiable to
produce an updated classification for organizing
museum collections and helping students of crus-
taceans to search unfamiliar taxa. It should thus
become a useful taxonomic tool. I find much merit
in (1) the exposition of reasons for preferred ar-
rangements and (2) the attempt to introduce read-
ers to alternative opinions. The permanent draw-
back of this compilation (considered by the au-
thors) is that taxa are not justified by diagnostic
characters.
As a means of reflecting some current phyloge-
netic ideas on crustaceans, however, the present at-
tempt will be considered obsolete almost immedi-
ately by some workers. The monophyly of the
Crustacea is far from settled. In fact, in my opinion,
it is very unlikely. The mandibulate arthropods are
traditionally divided into two grades (crustaceans
and tracheates), and it is obvious that the closest
relatives of the terrestrial tracheates should be
sought among aquatic crustaceans. If this scenario
is reasonable, the Crustacea become, in principle, a
nonmonophyletic grade-group. The Remipedia and
Malacostraca have been pinpointed as two succes-
sive outgroups of the Tracheata (Moura and Chris-
toffersen, 1996). If there is merit in such a proposal,
an incorrect assumption of monophyly could im-
mediately account for many discrepancies noted
among cladistic papers establishing the position
and internal relationships of the Crustacea. Re-
searchers striving for a phylogenetic arrangement
of the crustaceans should not exclude the terrestrial
descendants of crustaceans from their system. For
these reasons, rather than a practical, largely con-
sensual, and authority-based classification of the
Recent Crustacea, we need to reconstruct the sys-
tem of the Mandibulata (apparently the smallest
clade that includes all the so-called crustaceans, as
well as their myriapod and hexapod descendants).
Furthermore, apomorphic characters need to be
provided to distinguish acceptable monophyletic
taxa from unstudied, unknown, or unresolved tra-
ditional taxa. Let me suggest that this become an-
other demanding, but long overdue, story.
Submitted by Martin L. Christoffersen,
Federal University of Paraiba, Brazil
102 Hi Contributions in Science, Number 39
BRANCHIOPODA AS PRIMITIVE
In regards to your first argument here, there are
three different sets of authors who cannot confirm
a branchiopod affinity for this taxon [Rehbachiella]
and consequently there in fact may be no Cambrian
branchiopods. The second part of your argument,
that there are neither Cambrian cephalocarids, nor
remipedes, is a non-sequitor. The late Ralph Gor-
don Johnson used to say about the apparent age of
fossils “Things are always older than you think they
are.” An example of which relates to those Car-
boniferous remipedes; there is in fact something in
the Silurian of Wisconsin, yet undescribed, that
may be a remipede. So, your first argument is weak.
Your second argument, derived from apomorph-
ic development, would seem to be valid, at least
under traditional assumptions. However, two
points might be mentioned in this regard. The
weakest point relates to the basic assumption of
anamorphy = primitive. Certain aspects emerging
from developmental genetics might suggest an al-
ternative; however, this needs to be developed and
published (something I have not had time to do as
yet). Nevertheless, if we consider the matter in
strictly cladistic terms, if as you correctly state that
anamorphy is unique to branchiopods, within
Crustacea sensu stricto the issue of plesiomorphy is
not resolved—branchiopods have it, but non-bran-
chiopods (apparently) don’t. If you add outgroups
from the “other Mandibulata,” in an attempt to po-
larize patterns of development, then if insects are
in fact a sister group to crustaceans, epimorphy
could be argued as plesiomorphic.
Third, the molecular data cited here is not being
employed properly by you. The distinctness of
branchiopods here in the papers you cite is stronger
than you indicate. For example, Spears and Abele
(1997) under certain assumptions actually pull
branchiopods into the hexapods, which possibly in-
dicates crustacean polyphyly. Of course you say
that branchiopods are (might be) closer to other
groups of arthropods—a fair judgment. If true, that
would indicate that the position of branchiopods
far exceeds that of a potential “basal group” of
crustaceans. Primitiveness under those circumstanc-
es has nothing to do with it.
In short, you are wise not to create any addition-
al taxonomic categories. Moreover, your three-
pronged argument would appear to be not clearly
drawn at all.
On the ancestral crustacean... you remark that
Schram and Hof (1998) obtain a clade Phyllopoda.
First, if you look at the paper carefully, we some-
times get a phyllopodan clade, and sometimes
not—depending on the assumptions and inclusive-
ness of the database employed. Contrary to Schram
(1986), I think Hof and I would state that the issue
of whether or not there is a monophyletic clade
Phyllopoda is indeed an open one—which is not
Appendix I: Comments and Opinions
what your sentence says. Second, just because one
clade in a comprehensive analysis does not find
wide favor does not necessarily call other aspects
of the analysis into question. [Editors’note: In our
penultimate draft, we criticized the recognition of
the Phyllopoda by Schram and Hof, and then used
that criticism to cast doubt on other of their find-
ings in that paper; this unfair criticism has since
been removed.| What the main conclusion of
Schram and Hof indicated was that the issue of
crustacean phylogenetic relationships has more
mileage in it before we hope to approach a solu-
tion. That ought to be conveyed in your text at this
point.
Submitted by Frederick R. Schram,
Zoologisches Museum, Amsterdam
BRANCHIOPODA AS PRIMITIVE
You state several places that you place the Bran-
chiopoda as the sister group to the remaining crus-
taceans. This may be correct, but you mention no
arguments. The only possible arguments could be
characters shared by the remaining crustaceans that
would set the Branchiopoda aside. It is not enough
to state that they [look] very primitive and that
some of them look like some of the ‘Orsten’ fossils.
I agree, of course, that the branchiopods ARE in-
deed some of the most primitive Recent Crustacea
we have, but this doesn’t automatically give them
sister group position to the rest (only synapomor-
phies for the remaining ..., as mentioned above).
It is NOT difficult to imagine the branchiopods (or
the cephalocarids) placed a little bit up in the sys-
tem. It would only require that the primitive fea-
tures that they have are retained a couple of nodes,
and that those that actually are branched off first
(Malacostraca, Remipedia, whatever) have attained
their special modifications independently from oth-
er Crustacea.
So, to summarize, the discussion of which Crus-
tacea is the most primitive to look at, and which is
the sister group to the rest, is a mixture of two
discussions which actually should be separate. The
two discussions have been treated as one when cer-
tain other authors have been discussing the same
for cephalocarids and remipedes, I know, but it
does not make the discussion more sensible. I be-
lieve plenty of examples could be mentioned where
the sister group to a larger group is far from being
the best candidate as the most primitive one. To
take an example from animals we are both inter-
ested in: If for example notostracans are the sister
group to all the ‘bivalved’ branchiopods, it doesn’t
follow that they also are the most primitive. This
is the same story for the possible sister group to the
Crustacea. We should not exclude any of the de-
rived forms from having that honorary position.
Only synapomorphies uniting the rest can place a
taxon in this position.
My advice would be to skip the idea of bran-
chiopod as sister group to the rest, unless you pro-
Contributions in Science, Number 39
vide arguments. But of course, you should retain
the point of branchiopods being quite primitive
(based on similarities to certain ‘Orsten’ fossils),
but I think it is impossible and subjective to distin-
guish between the branchiopods and the cephalo-
carids in this respect. [Both] look like certain ‘Or-
sten’ fossils, and not least the cephalocarids. There
is not [an] objective way to say which is most prim-
itive, because it depends on the feature you focus
on. So, perhaps you should mention both taxa as
the best candidates to being ‘primitive’.
Also, I simply don’t understand how you can say
that we ‘are treating the class Branchiopoda as the
most primitive of the Crustacea’ when this is not
included in your classification. It sounds like you
don’t believe it enough to actually include it (by
finding a name for the rest). In my opinion, it con-
tains no information about primitivity to mention
it as the first of the classes in your classification.
Submitted by Jorgen Olesen,
University of Copenhagen, Denmark
BRANCHIOPODA
Elucidation of the relationships of the “cladoceran”
and “conchostraca” branchiopods appears to have
reached what is doubtless a temporary impasse.
Morphology seems to be saying one thing, some
molecular evidence another. In morphology, the
“cladoceran” orders differ much from each other,
and attempts to unite them are unsatisfactory. On
his own estimation, Olesen (1998), who would do
so, feels that the monophyly of the “Cladocera”
“may not seem well supported” by his cladistic
analysis. In fact, of five characters used in support,
three are wrong, one is of no significance, and the
other is but a small, to be expected, adaptive
change that could have happened more than once.
The four constituent groups, which merit ordinal
rank, differ from each other more than do the var-
ious orders of the Copepoda. Although some co-
pepods are modified for parasitic habits, some rep-
resentatives of all orders retain various fundamen-
tal similarities.
Olesen himself says that his analysis does not
support the “Conchostraca,” nor, incidentally, the
Spinicaudata, a well-defined component of that
group, especially if the divergent Cyclestheria is
segregated from it. Nevertheless, he unites the mor-
phologically diverse “cladoceran” orders with the
unsupported, and very different, “Conchostraca” as
the “Diplostraca,” which compounds the difficul-
ties. All the alleged synapomorphies of the “Di-
plostraca” are incorrect (Fryer, 1999b). Walossek’s
(1993, 1995) less detailed attempt to demonstrate
the same relationship fails for similar reasons.
The Spinicaudata was fully differentiated at least
as long ago as the early Devonian. Ephippia of even
extant genera of the “cladoceran” order Anomo-
poda are known from the Lower Cretaceous, and
molecular evidence suggests that Daphnia originat-
ed more than 200 My ago (Colbourne and Hebert,
Appendix I: Comments and Opinions Hf 103
1996). The order must be extremely ancient. If the
“cladoceran” orders prove to be monophyletic, they
must be of extremely ancient origin. The most con-
vincing molecular evidence of affinity of the “cla-
doceran” orders is that in all four the V4 and V7
regions of the small subunit ribosomal RNA pos-
sesses four helices, three of which are present in
Cyclestheria but are otherwise so far unique
(Crease and Taylor, 1998). Cyclestheria, long re-
garded as a somewhat recalcitrant spinicaudatan,
has often been cast in the role of ancestor of the
“Cladocera”—without however demonstrating
how such different orders as the Anomopoda and
Haplopoda could have been derived from it. Al-
though the helices are very different in length and
primary sequences of their distal ends in the differ-
ent orders, their locations, secondary structures,
and primary sequences at their proximal ends are
conserved, which suggests homology. None of these
peculiarities is shared with the Spinicaudata, within
which order Cyclestheria was long included and to
which it is vastly more similar in morphology than
it is to any “cladoceran” order! According to some
investigators, evidence deduced from 18S ribosom-
al DNA supports these relationships (Spears and
Abele, 2000). However, according to Dumont
(2000), “ongoing molecular work using the full se-
quence of the 18S rDNA nuclear gene” not only
confirms the distinction of that order “but also sug-
gests that the Onychopoda might even be more
closely related to the Anostraca than with the cla-
doceran orders Ctenopoda and Anomopoda.”
Note, also, that the widely accepted 18S rRNA
phylogenetic tree of the Protozoa has now been se-
riously questioned, and is probably unreliable (Phil-
lippe and Adoutte, 1998)!
With qualifications, some molecular evidence is
seductive and welcome, but is contradicted by other
molecular findings, and cannot gainsay either the
great morphological differences between the groups
concerned, or the failure to justify either the “Cla-
docera,” “Conchostraca,” or “Diplostraca” by cla-
distic analyses. To change the classification of these
animals on the basis of still-contentious molecular
evidence while ignoring the larger corpus of infor-
mation now accumulated, not only on morphology
but on morphology whose functional significance is
sometimes understood, and on life histories, would
merely upset what may indeed eventually prove to
be only an interim scheme, but one which for the
time being is perfectly serviceable. As Avise (1994)
notes, morphological and molecular evolution may
proceed at different rates, and the overall magni-
tude of genetic distance between taxa is not nec-
essarily the only, or the best, guide to phylogenetic
relationships within groups.
The subclasses Sarsostraca and Phyllopoda seem
to be unnecessary. The latter name has also already
been a source of much confusion. A case can be
made for the Notostraca as being as distinctive as
the Anostraca, which alone renders grouping into
subclasses untenable.
104 Hf Contributions in Science, Number 39
Additional References
Avise, J. C. 1994. Molecular markers, natural history and
evolution. New York: Chapman and Hall.
Colbourne, J. K., and P. D. N. Hebert. 1996. The system-
atics of the North American Daphnia (Crustacea:
Anomopoda): a molecular phylogenetic approach.
Philosophical Transactions of the Royal Society of
London 351B:349-360.
Dumont, H. J. 2000. Endemism in the Ponto-Caspian fau-
na, with special emphasis on the Onychopoda (Crus-
tacea). Advances in Ecological Research 31:181-
196.
Phillippe, H., and A. Adoutte. 1998. The molecular phy-
logeny of Eukaryota: solid facts and uncertainties. In
Evolutionary relationships among Protozoa, eds. G.
H. Coombs et al., 25-56. London: Chapman and
Hall.
Submitted by Geoffrey Fryer,
University of Lancaster, United Kingdom
BRANCHIOPODA
I am not sure that you should not include the Ily-
ocryptidae in your classification. After all, it is a
quite serious action not to follow the advice of the
most important Recent taxonomist working in the
Cladocera that we have (N. N. Smirnov). Especially
since you follow so many other taxonomists in their
suggestions. You present no arguments for not do-
ing so. One could argue that an eventual splitting
of the Macrothricidae should await a phylogenetic
revision, but such a revision is likely not to appear
in due time. It is true that the change suggested by
Smirnov may not be based on phylogenetic criteria
(and the remaining macrothricids may still be par-
aphyletic), but the same could be said about so
much of your classification anyway, as you mention
a couple of times.
I think when it comes to the lower level classifi-
cation, I believe it would be wise to follow the ad-
vice of the people actually working on the taxa,
unless you have personal, strong arguments no to
do so. The case of the ‘Moinidae’ is different be-
cause Fryer convincingly argues for their unity with
the rest of the Daphniidae. You could also cite his
1991 monograph on Daphniidae adaptive radiation
here.
The step you take concerning Cyclestheria is OK,
I think. It is understandable that you choose some-
thing between the two alternatives. If we one day
decide to take the full step of the possible sister
group relation to the Cladocera, then a name is al-
ready available by Ax (1999). He suggests the term
‘Cladoceromorpha.’ There are also a couple of new
molecular papers out on the issue that seem to sup-
port Cyclestheria in the mentioned sister group po-
sition.
Submitted by Jorgen Olesen,
University of Copenhagen, Denmark
BRANCHIOPODA
The quotation from Fryer really encapsulates what
is wrong with the old ideas about crustacean phy-
Appendix I: Comments and Opinions
logeny and taxonomy. This focus on “... animals
that work ...” is directly lifted from the later writ-
ings of Sidnie Manton. Schram (1993, The British
School: Calman, Canon, and Manton and their ef-
fect on carcinology in the English speaking world;
Crustacean Issues 8:321-348) outlined the roots of
Mantonian reasoning in an idealist philosophical
tradition that passed on through Thompson and his
treatise On Growth and Form. This is essentially a
Platonic view of comparative biology, and stands
essentially at odds with the current emphasis, either
a priori or a posteriori, on elucidating ground
plans. You are of course free to quote Fryer, but
you ought to give fair play to alternative philo-
sophical and conceptual foundations for systemat-
ics.
Submitted by Frederick R. Schram,
Zoologisches Museum, Amsterdam
BRANCHIOPODA: ANOSTRACA
Weekers et al. (in press) examined small subunit
ribosomal DNA of anostracans from 23 genera be-
longing to eight of the nine families recognized by
Brtek (1997). Their results do not support the fam-
ily Linderiellidae or Polyartemiidae. Instead, they
group Linderiella with Polyartemia and Polyartem-
iella as a subfamily of the family Chirocephalidae.
Morphological considerations support this arrange-
ment in that the three genera share rigid antennal
appendages on otherwise simple antennae and dou-
ble pre-epipodites. Unfortunately, these workers
were not able to obtain usable Artemiopsis. Thus,
the validity of Artemiopsidae remains untested by
molecular methods; however, I continue to consider
that the morphology of the penes places Artemiop-
sis in the family Chirocephalidae.
Additional References
Weekers, P. H. H., G. Murugan, J. R. Vanfleteren, and H.
J. Dumont. In press. Phylogenetic analysis of anos-
tracans (Branchiopoda: Anostraca) inferred from
SSU rDNA sequences. Molecular Phylogenetics and
Evolution.
Submitted by Denton Belk,
Our Lady of the Lake University,
San Antonio, Texas
REMIPEDIA
See comments from G. Boxshall under Maxillopo-
da and from M. Christoffersen under Crustacea.
REMIPEDIA
In the section about the Remipedia, you mention
that the similarities between the Maxillopoda and
the Remipedia are symplesiomorphies. But what
are these? The only similarities I can think of, I
would not consider as symplesiomorphies, but per-
haps as convergences. Perhaps it is unwise to men-
tion something like this without also mentioning
the characters. The first question people will raise
Contributions in Science, Number 39
is what these characters are. In the same section
you use the term ‘basal’ about branchiopods, but
what does that actually mean? There are two pos-
sibilities, either early off split (e.g., sister group) or
primitive (or at least with many primitive features),
but these are two different things, as addressed ear-
lier.
Submitted by Jorgen Olesen,
University of Copenhagen, Denmark
CEPHALOCARIDA
In the section about the Cephalocarida, you say
that the sequence of the classes reflects something
(it doesn’t matter exactly what in this context). My
problem here is that I don’t think that the sequence
of taxa of equal rank in a classification reflects any-
thing. If a classification shall reflect anything con-
cerning relationship, it has to be put into the hier-
achical categories (like you have done for the clas-
sification within the Branchiopoda, for example). I
think this is an old way of thinking with no mean-
ing today.
Submitted by Jorgen Olesen,
University of Copenhagen, Denmark
MAXILLOPODA
The status of the Maxillopoda remains uncertain. I
consider that there is a group of related taxa which
form the core of a Maxillopoda: these are the Co-
pepoda, Thecostraca, Tantulocarida and Ostracoda
(excluding the Phosphatocopines which are not os-
tracods and do not even belong to the crown group
of the Crustacea). The Mystacocarida and Bran-
chiura may also belong to this group but the avail-
able supporting evidence is weaker. I also consider
that the Remipedia is related to the maxillopodan
lineage. Remipedes share several derived features of
the thoracopods, maxillules and maxillae with oth-
er maxillopodans as indicated in my paper on com-
parative musculature (Boxshall, 1997).
Additional References
Boxshall, G. A. 1997. Comparative limb morphology in
major arthropod groups: the coxa-basis joint in post-
mandibular limbs. In Arthropod relationships, eds.
R. A. Fortey and R. H. Thomas, 155-167. London:
Chapman and Hall.
Submitted by Geoff Boxshall,
Natural History Museum, London
MAXILLOPODA
I really understand your difficulties here. To cut the
message short, I think you should have chosen to
include the component taxa of the Maxillopoda as
classes and then skip the ‘Maxillopoda’ (as you also
almost decided to, I can see from your writing).
I know you [are trying] to be conservative by
following Bowman and Abele here, but actually, to
be real conservative you should skip that level. This
Appendix I: Comments and Opinions Hl 105
would be a choice of the future for the reasons
mentioned below.
I think it is better to have your higher level clas-
sification to include only what is quite certain. The
highest categories (classes) should then be some-
thing like the following: Malacostraca, Branchio-
poda, Remipedia, Copepoda, Mystacocarida, Bran-
chiura, Thecostraca, Cephalocarida, Ostracoda,
Tantulocarida, (Pentastomida).
These are with the highest certainty all mono-
phyletic (not considering that insects may go in
somewhere). As for the grouping of these taxa, we
appear to know too little yet. As you know, this is
reflected in the high number of different schemes
put forward that all differ from each other. Perhaps
it will take 50-100 years before we get the full sto-
ry, if ever. The great advantage of having such a flat
structure is that it would tell people what the crus-
tacean community thinks is certain, but it would
also point at what is unknown by not having any
of these weakly supported higher level taxa includ-
ed (like Maxillopoda, Entomostraca, Thoracopoda,
and the one you now suggest being comprised of
all non-branchiopod Crustacea). This will be a log-
ical starting point for any students of the Crustacea
that want to address the higher level phylogeny. If
a taxon like Maxillopoda is included, for example,
then the starting point is most likely already pol-
luted.
Submitted by Jorgen Olesen,
University of Copenhagen, Denmark
MAXILLOPODA: RHIZOCEPHALA
Boschma (1928) is without any doubt the author
of the family Lernaeodiscidae, but both the families
Peltogastridae and Sacculinidae must be ascribed to
Lilljeborg (1860). This has been duly checked.
Boschma lived 1893-1976, and cannot possibly be
the author of these two families. Holthuis and I
consulted Lilljeborg’s (1860) publication, a copy of
which is in our library; there is not a shadow of a
doubt concerning his authorship!
Submitted by W. Vervoort,
Rijksmuseum van Natuurlijke Historie,
Leiden, The Netherlands
MAXILLOPODA: COPEPODA
I suggest you strictly adhere to what is already pub-
lished. Names should in my view not be introduced
unofficially but through full and reviewed papers.
Two PhD theses have just been completed here with
phylogenetic revisions of the Cyclopoida and one
branch of Harpacticoida. I could tell you all the
changes they entail but that would alter your list
quite visibly. The Poecilostomatoida, e.g., are not a
separate order but a specialised branch within Cy-
clopoida. There are many new families and others
had to be synonymized. So, please, stick to pub-
lished and avoid cryptic information (= pers.
comm.).
106 Hf Contributions in Science, Number 39
Submitted by H. Kurt Schminke,
Universitat Oldenburg, Germany
MAXILLOPODA: PENTASTOMIDA
First, on a separate subclass Pentastomida—what
can I say. You cite all the relevant papers that argue
and provide evidence that these are Branchiura, and
yet you reject these and separate them. This is one
of the few places where we have good apomorphies
to unite the groups involved. If you accept Thecos-
traca, then why not accept a single subclass Bran-
chiura with two orders: Arguloida and Cephalo-
baenida?
Concerning the Walossek arguments in the sec-
ond paragraph: All this Cambrian apparent pentas-
tomid says is that Pentastomida are older than we
thought they were. It does not argue against any-
thing. You rightly point out that the fossils might
not even be pentastomids. As to whether or not the
hosts “were on the scene,” you must be careful. Re-
cent issues of Science and Nature have featured a
stunningly preserved early chordate that to all in-
tents and purposes looks like it was drawn by old
Al Romer himself when figuring a vertebrate an-
cestor. This Chengjiang fossil in fact trumps Brus-
ca’s suggestion, which is true by the way, that the
conodont animal is a chordate.
Submitted by Frederick R. Schram,
ZoOlogisches Museum, Amsterdam
OSTRACODA
I am sure the classification and appended rationale
will be useful and will advance the study of crus-
taceans. I am still of the opinion that the suborders
of the order Podocopida are unnecessary and
should be deleted, especially as each contains only
one superfamily except for the Cypridoidea, all su-
perfamilies of which are monotypic.
It is likely that the paleontologists will follow the
classification that is published in the revised Trea-
tise, and that classification will be determined by
Professor Whatley and his team of specialists,
which includes Dr. Martens.
As for -acea v. -oidea, you must of course be con-
sistent throughout your classification. Some vol-
umes of the Treatise (most notably the revision of
the brachiopods) have now begun to follow the rec-
ommendation of the ICZN, but you should realize
that these are only recommendations, not rules; and
they may sometimes lead to the curious duplica-
tions of names among superfamilies and genera.
Good luck with the classification. I look forward
to seeing the final version.
Appendix I: Comments and Opinions
Submitted by Roger L. Kaesler,
Paleontological Institute,
The University of Kansas
OSTRACODA
Spelling of Suborder Halocyprina Dana, 1853.
Dana (1853: 1281) based his subfamily Halocypri-
nae and family Halocypridae on his new genus Hal-
ocypris. Therefore, at least according to present
rules, the subfamily should be Halocypridinae and
the family Halocyprididae. Dana did not use the
names Halocyprina or Halocyprida. If you are bas-
ing your Halocyprina and Halocyprida on the fam-
ily name Halocyprididae, it seems to me that, to be
consistent, the suborder should be Halocypridina
and the order should be Halocypridida. If you are
basing your Halocyprina on the commonly used
name for the order, Halocyprida, then I think you
are correct in using Halocyprina. Possibly, you
should explain your reasoning for using Halocy-
prina, because I think that you are creating a new
spelling for the suborder. [Editors’note: we retained
the spelling Halocyprida for the order, as listed in
Bowman and Abele (1982: 13), and Halocyprina
for the suborder based on the order name.|
Submitted by Louis Kornicker,
Smithsonian Institution,
National Museum of Natural History
STOMATOPODA
I am leery of following suggestions made in ab-
stracts concerning higher taxonomy. Cappola has
never published her Pseudosquilloidea (which I see
you accept) with documented reasons for her de-
cision. In fact, some of the new analyses of Ahyong
and Hof (not yet published) would not entirely sup-
port such an arrangement.
Thus, while we are at it, you need to turn to
[page 86 in original draft]. I suggest for now you
simply leave all the “gonodactyloid” families in one
superfamily Gonodactyloidea. When we can iden-
tify clear clades and suggest valid groupings, you
can change it; or when people actually publish re-
visions in a refereed journal.
Submitted by Frederick R. Schram,
Zoologisches Museum, Amsterdam
AMPHIPODA
Although I agree in general with the thrust of your
arguments, you fail to recognise the complexity of
amphipod morphology and the lack of family level
revisions, which makes the development of an ac-
ceptable classification extremely difficult. Suborder
and families were established long ago and for the
most part have never been revised. Superfamilies
were to a certain extent based on gestalt, which
worked well for some groups like corophioids, lys-
ianssoids and haustorioids, but failed for families
which didn’t show clear body-plan relationships.
Contributions in Science, Number 39
Even groups as seemingly distinctive as the Lysi-
anassoidea are very difficult to define morphologi-
cally when all genera are considered. When Bar-
nard and Karaman (1991) collapsed the majority
of corophioid families, they did it because these tra-
ditional families (although workable when they
were originally established) were no longer defin-
able and could no longer be supported. Genera de-
scribed over the years had been pigeon-holed into
one family or another until any characters which
might define them had become totally diluted. It
will take a large effort using modern phylogenetic
techniques to develop an acceptable classification.
The results of these works have to be published in
reputable journals after careful peer-group review.
Attempts to revise classifications are underway. For
instance, Lowry and Myers are currently revising
the iphimedioid group and Myers and Lowry are
revising the corophioid group. The website
www.crustacea.net has recently been established to
publish information and retrieval systems (electron-
ic monographs) for all crustaceans. For instance,
Watling and his students are currently preparing
cumacean data bases and Lowry and his students
are working on amphipod data bases for the web-
site. It is unfortunate that the use of poorly refereed
journals and pseudophylogenetic methodologies
have been used in some cases to produce untestable
and, in some cases, unacceptable classification sys-
tems.
Because of these problems, we currently list our
taxa alphabetically in the Amphipoda. I do not see
the problem. All classifications are hypotheses
which change as new hypotheses are produced. In
a large monograph, it is fine to discuss and list the
phylogenetic classification, but probably the taxo-
nomic section should be alphabetical. Trying to find
families or genera listed phylogenetically in a large
monograph can be a nightmare for those not in the
know (basically everyone but experts). It is rela-
tively easy, for example, to find a family level taxon
in Barnard and Karaman (1991). One does not
have to continually consult the index.
Submitted by Jim Lowry,
Australian Museum, Sydney
AMPHIPODA: GAMMARIDEA
As Ed Bousfield was not present at the amphipod
conference in Amsterdam to defend the value of
phyletic vs. alphabetical classification of the Gam-
maridea, several points raised in the Vader-Baldin-
ger-K-S-Watling report seem largely matters of me-
chanics rather than matters of phyletic substance.
Some points of your recent “critique” summary
may require modification, viz: (1) “the schedules of
Jerry Barnard and Ed Bousfield (are) often not very
compatible” and (2) “... not espousing one work-
er’s view over another.” With all due respect to Jer-
ry’s enormous contribution to gammaridean tax-
onomy, his formal “track record” in gammaridean
phylogeny was actually quite modest in scope.
Appendix I: Comments and Opinions i 107
Thus, he did recognize (temporarily, at various
times) Talitroidea Bulycheva, 1957, Corophioidea
Barnard, 1973, and Haustorioidea Barnard and
Drummond, 1982. Several of Jerry’s informal “an-
glicized” groupings of freshwater families (e.g.,
“sammarida,” “crangonyctoids,” “hadzioid
group,” etc., in Barnard and Barnard, 1983; Wil-
liams and Barnard, 1988) rather closely resemble
some of the superfamilies (and families) formally
named and fully defined previously (1973, 1977,
1979, 1982) by Bousfield and co-workers (e.g.,
about 75% compatibility with Gammaroidea, Had-
zioidea, Crangonyctoidea, Melphidippoidea, etc.).
However, he did not attempt formal phyletic group-
ings of most marine gammaridean families, nor for-
mal integration with other amphipod suborders.
Unlike Sars (1895), Stebbing (1906), and other
“turn-of-the-century” workers, Jerry apparently did
not recognize the significance of reproductive form
and behaviour in amphipod phylogeny. Jerry’s final
major work (with Gordan Karaman, 1991, p. 7)
disavowed the significance or use of the formal su-
perfamily concept, and listed families alphabetically
rather than phyletically or semi-phyletically (as in
Sars and Stebbing, above). Some classifications are
based on carefully defined characters and character
states that have required (and will continue to re-
quire) modification according to features found in
subsequently discovered species and genera, and
are consistent at proper classificatory levels. The
cladistic arrangement by Kim and Kim (1993), re-
viewed rather unfavourably by Schram (1994), un-
derscores the unreliability of cladistic analysis when
care is not taken in the appropriate selection and
accurate definition of characters and character
states.
[Concerning your statement about Bousfield and
Shih], Bousfield and Shih (1994) represents an up-
dating and refinement of previous ~20 years of
study and publication on gammaridean phylogeny.
[Concerning your statement about Reptantial,
“Natantia” and “Reptantia” are terms (names)
pragmatically defined, but not incorporated for-
mally by Bousfield and Shih (1994). The terms are
analogous to former groupings of families and su-
perfamilies, etc., within the Order Decapoda.
[Concerning your statement about names and
dates], omission of author names and dates in tab-
ular listing of families and superfamilies is modeled
after similar “heading” omissions in Barnard’s
“Families and Genera .. .“ (1969) and earlier “In-
dex ...” (1958). Obviously, these names are fully
treated in the major references (e.g., Stebbing,
1906; Gurjanova, 1951; Bousfield 1979, 1982,
1983; Schram, 1986). Readers are expected to pro-
vide something of substance to the discussion, such
as commentary on the paper’s extensive analysis of
“across-the-phyletic-board” variability of major
characters and character states (antennae to telson)
that would be of prime significance in a cladistic
treatment.
[Concerning your statement to the effect that we
108 Hi Contributions in Science, Number 39
presented different phylogenetic hypotheses in our
1994 paper], Bousfield and Shih acknowledge
(problems in resolution) that they do not have a
“final answer” to the probably correct evolutionary
history of the Amphipoda (only one answer can be
correct!). Their “semi-phyletic” methodology mod-
ifies the strictly phenetic format of Sneath and So-
kal (1973) by careful ordering of character states
to arrive at a “plesio-apo-morphic index” of prob-
ably correct phyletic relativity for each taxon. This
approach tends to minimize the negative effects of
homoplasious convergence in many of these char-
acter states (analyzed above). Mike Ghiselin (1984)
correctly points out, rigid and uncritical application
of cladistic methodology alone quite frequently
leads the user to a less-than-credible phylogenetic
result. Thus, use of the “Wagner 78” cladistic pro-
gram often provides multiple “trees” from the same
data base, each one different, each one tending to
invalidate the other, and none probably correct!
[Concerning your statement about cladistic anal-
yses having high priority], to my knowledge, cla-
distic “purists” have not yet actually demonstrated
a cladistically derived treatment of all 118 gam-
maridean families of your list. Chances of doing so
would appear “slim-to-non-existent.” Instead, ad-
vocacy of rDNA methodology would probably re-
sult much sooner in a most-probably-correct an-
swer!
[Concerning your statement that most workers
would prefer to see the families listed alphabetically
rather than by superfamily], how surprising that
such an unsupported statement should come from
Les Watling, a confirmed crustacean phylogenist!
On more serious reflection, Les may find that quite
a few current workers (e.g., Mike Thurston, John
Holsinger) do not “give up” so easily on the full
solution of this difficult problem.
[Concerning your use of the word hypotheses],
do you mean “concepts”? All family and superfam-
ily names represent “concepts” of presumed natural
groupings of species. Some are better defined (in
terms of careful definition of character states) and
longer time-tested than others. Most superfamily
names in Bousfield and Shih (1994) have been care-
fully and fully (multiple-character) defined, their
component families named, and time-tested (by
other workers as well) over a 15+ year period.
Since superfamily taxonomic stability (75%) would
appear at least equal to that of the component fam-
ily-level names of the current Martin—Davis list, al-
though both lists are “conceptual,” neither can re-
alistically be termed “hypothetical.”
Additional References
[Note: Dr. Bousfield did not supply references to all papers
mentioned above.|
Bousfield, E. L. 1995. A contribution to the natural clas-
sification of Lower and Middle Cambrian arthro-
pods: food gathering and feeding mechanisms. Am-
phipacifica II(1):3-34.
Appendix I: Comments and Opinions
Bousfield, E. L. 1996. A contribution to the reclassifica-
tion of neotropical freshwater hyalellid amphipods
(Crustacea: Gammaridea: Talitroidea). Bull. Mus.
civ. St. nat. Verona 20[1993 (1996)]:175-224.
Submitted by Ed Bousfield,
Ottawa, Canada
AMPHIPODA: GAMMARIDEA
There would seem to be a second main reason why
you might regret not employing a natural (super-
family) classification of the Gammaridea. Not only
the Lysianassoidea, Talitroidea and Corophioidea,
but about 75% of superfamilies of the Bousfield—
Schram phyletic classification (including Jerry Bar-
nard’s anglicized versions) are variously utilized by
major workers today—if only because they make
pragmatic (workable) sense.
Interestingly, and to my knowledge, none of
those who apparently condemn the present super-
family categories because they “have not been de-
rived cladistically” has attempted a natural treat-
ment of all 113 families (embracing ~5000+ spe-
cies!) of your list, based on cladistics alone.
Why?—not only is the task extremely difficult and
time-consuming, but the feasibility of obtaining a
single, credible, “all-inclusive” answer with that
methodology alone is highly improbable, and I
think they know it! On the other hand, rDNA stud-
ies seem virtually unaffected by homoplasious con-
vergence of morphological character states “across
the board” and are quite promising—if only some-
one would get started!
The second, and perhaps more important, essen-
tially scientific reason is that gammarideans, virtu-
ally alone among crustacean higher taxa (including
the 3 other amphipod suborders!) would remain
unclassified phyletically. Such an anomalous situa-
tion will be corrected inevitably—hopefully sooner
than later—providing the principal reason for phy-
letic classification in the forthcoming CNAT lists
and Pacific amphipod guide. Sars, Stebbing, and
other perceptive “turn-of-the-century” amphipodol-
ogists might then cease “rolling over in their
graves”!
Submitted by Ed Bousfield,
Ottawa, Canada
ISOPODA
In the near future, we must abandon the use of
Linnean categories, because we are currently iden-
tifying many more encaptic levels of monophyletic
groups than there are hierarchical levels in the Lin-
nean system. The Paranthuridae, for example, are
definitely a monophyletic group that contains fur-
ther subgroups. To erect new families for these sub-
groups means to give up a categorical rank for the
taxon Paranthuridae.
The same problem exists for the Epicaridea. New
molecular evidence (Ph.D. thesis of H. Dreyer)
proves that these parasites of crustaceans are de-
Contributions in Science, Number 39
rived from a common ancestor shared with the Cy-
mothoidae (fish parasites). Thus, the suborder Ep-
icaridea is placed within the suborder “Flabellifera”
or, more precisely, within the suborder Cymothoi-
dea sensu Wagele (1989), the sister group of the
suborder being a taxon classified as a family.
Concerning the hypothesis that the Sphaeroma-
tidae, Serolidae, and other groups are derived from
a disc-shaped ancestor (the ancestor of the Sphae-
romatidea sensu Wagele, 1989), new evidence was
discovered with the fossil Schweglerella stroebli
(Polz, H. 1998. Archaeopteryx 16:19-28). This an-
imal shows neither the apomorphies of the Seroli-
dae nor of the Sphaeromatidae or other related ex-
tant taxa, but shows those characters identified as
apomorphies of the suborder Sphaeromatidea (e.g.,
disc-shaped body, head immersed in first pereonite,
dorsal eyes).
The subdivision of the Oniscidea into Tylomor-
pha and Ligiamorpha does not reflect the phylog-
eny of terrestrial isopods, as shown by Erhard
(1996, 1998). Detailed phylogenetic analyses based
on morphological characters will be published soon
(Ph.D. theses of C. Schmidt and of A. Leistikow).
Submitted by J. W. Wagele,
Ruhr-Universitat Bochum, Germany
SYNCARIDA
The author of both the Bathynellidae and Bathy-
nellacea is Chappuis, 1915. I have copied the paper
by Chappuis (1915) for you. I am a bit surprised
that you cite Lopretto and Morrone (1998) who
have added nothing new to our understanding of
Syncarida. You should quote those who have.
Submitted by H. Kurt Schminke,
Universitat Oldenburg, Germany
DECAPODA: CARIDEA
I am puzzled to find the family Barbouridae among
the superfamily Bresilioidea. Chace (1997) put
them among the hippolytids. Christoffersen (1987,
1990) put them in the superfamily Crangonoidea.
Who put them among the bresilioideans, and why?
This is not stated clearly in your section on the su-
perfamily Bresilioidea on p. 61. [Editor’s note: the
family Barbouriidae Christoffersen was mistakenly
placed by us in the Bresilioidea; this has since been
corrected and they are now listed among the Al-
pheoidea. |
Otherwise, the classification contains the usual
fights between lumpers and splitters. I think that
Christoffersen’s classification may fall apart in the
future because much of it is based on descriptions
from the literature and not on examination of ac-
tual specimens. Some of the descriptions are inac-
curate or do not contain pertinent information
needed in classification today.
Submitted by Mary K. Wicksten,
Texas A&M University
Appendix I: Comments and Opinions Hf 109
DECAPODA: CARIDEA
I of course must strongly disagree with the pro-
posed arrangement of the caridean families into su-
perfamilies, because I see this as a retrocess from
taxa sustained by apomorphic characters (Christof-
fersen, 1990) back to groupings based on overall
resemblance, authority (Chace, 1992; Holthuis,
1993), or arbitrary usage. It is true that my pro-
posals have had little following in the carcinologi-
cal community, and that some of my employed
characters may be questionable. But it is also true
that my efforts remain the first attempt to produce
a phylogenetic system of the Caridea. Because my
system differs substantially from the traditional ar-
rangements, my suggestions have usually been dis-
missed as totally heretical, without any serious at-
tempt to argue alternative possibilities sustained by
better uniquely shared characters. It is rather de-
pressing to note that the present authors follow this
same tactic. They do not accept a single superfam-
ily as synthesized in Christoffersen (1990). More
explicitly, but without justification, they reject my
proposal to combine alpheoids, crangonoids and
pandaloids into a monophyletic taxon. This is sur-
prising to me, because these superfamilies, as re-
defined in my cited works, share a remarkable syn-
apomorphy, the multiarticulated carpus of the sec-
ond pereiopod, which is a unique adaptation within
the carideans for body cleaning. For this transfor-
mation series, there is even a transitional stage rep-
resented by the nematocarcinoids, in which the car-
pus of the second pereiopods is longer than in the
preceding carideans, before being subdivided in the
sister group represented by pandaloids, crango-
noids, and alpheoids. At a still higher level of gen-
erality, this transformation series is congruent with
the presence of a well developed incisor process on
the mandible of palaemonoids and all the previ-
ously mentioned superfamilies. Going to a lower
hierarchical level, there is further congruence with
the uniquely expanded first cheliped in crangonoids
and alpheoids. My rearrangements of the tradition-
al families into superfamilies eliminate all the par-
aphyletic family-level taxa, including the notably
unsatisfactory Hippolytidae. Finally, just to men-
tion one remarkable autapomorphy justifying one
of my new superfamilies, only palaemonids and
rhynchocinetids share a second distolateral tooth
on the basal segment of the antennule, in addition
to the usual stylocerite. Some researchers complain
that I presented few characters for each node, but
this is because my approach is qualitative and I se-
lected the best possible evidence from detailed stud-
ies of the total morphological and species diversity
of the Caridea. To refute the phylogenetic system,
it is necessary that researchers argue for alternative
replacement characters where they believe I have
failed. Simply ignoring the system does not justify
the usual assumption that my arrangements are to-
tally wrong!
Submitted by Martin L. Christoffersen,
Federal University of Paraiba, Brazil
110 Hi Contributions in Science, Number 39
DECAPODA: REPTANTIA
I really do not understand why you do not use a
separate category for Reptantia. It is one of the
clearest, most universally accepted groups (taxo-
nomically or cladistically) among the decapods that
we have.
Submitted by Frederick R. Schram,
ZoOlogisches Museum, Amsterdam
DECAPODA: ASTACIDEA
You really do get yourselves into deep water when
you try to offer editorial comments on cladistic
analyses. Here you hit another one. Where do you
get the idea of “extremely primitive Neoglyphea”
from? Forest and de St. Laurent (1989, Nouvelle
contribution a la connaissance de Neoglyphea in-
Opinata a propos de la description de la femelle ad-
ulte, Res. Camp. Musorstom 5, Memoirs Mus. Nat.
His. Nat., series A, 144:75-92) made [a] good ar-
gument for allying glypheoids with astacids—not a
particularly primitive alliance. My own preliminary
examination of decapod phylogeny (submitted, Hy-
drobiologia) not only fairly well confirms the
Scholtz and Richter scheme, but also squarely plac-
es Neoglyphea within the Fractosternalia.
As I say, my own examination of the subject in
connection with an assignment to address decapod
phylogeny in connection with the beginning revi-
sion of the decapod section of the Treatise on In-
vertebrate Paleontology has, to my surprise, uncov-
ered the basic robustness of the Scholtz and Richter
analysis. I think you would do well to leave your-
self an opening here.
Of course, I see why you are keen to downplay
Scholtz and Richter because here you adapt a very
conservative combination of “clawed lobsters.” I
can accept this for now. However, I think it would
only be fair for you to point out that Scholtz and
Richter would segregate the “clawed (true) lob-
sters” as Homarida from the crayfish as Astacida.
My own on-going, recent work indicates that at
least the genus Neoglyphea is a fractosternalian in
some kind of proximity to the Astacida, and that
Enoplometopus may even be a separate clade from
the Nephropoidea. That this paraphyly should
emerge among “lobsters” is not too surprising,
since we discover again and again that supposedly
robust, traditional groups bearing a lot [of] ple-
siomorphies emerge on closer examination as par-
aphyletic taxa. Why should macrurous lobsters be
any different?
Submitted by Frederick R. Schram,
Zoologisches Museum, Amsterdam
DECAPODA: ANOMURA
I fully agree with the different parts of my specialty
(Anomura). I agree with the changes included in
this new version. As you mention... we need more
studies (especially molecular) to improve our
Appendix I: Comments and Opinions
knowledge on the phylogeny and the classification
of Crustacea, and obviously new, and perhaps
strong, changes will come in the near future. How-
ever, we need to put in order our present knowledge
of the group.
Submitted by Enrique Macpherson,
Centre D’Estudios Avancats de Blanes, Spain
DECAPODA: ANOMURA
I can only address your classification of the Ano-
mura. Forest (1987a, b), while concurring with
McLaughlin’s (1983) argument that the Paguridea
represented a monophyletic taxon, did not agree
with her elimination of the Coenobitoidea as a su-
perfamily. Consequently he elevated the Paguridea
to rank of Section and reinstated the superfamily
Coenobitoidea to include the families Pylochelidae,
Diogenidae and Coenobitidae. He did concur with
McLaughlin’s removal of the Lomidae and its ele-
vation to superfamily. He did not address the hi-
erarchical ranking of the other Anomuran super-
families. McLaughlin and Lemaitre (1997) ac-
knowledged Forest’s sectional ranking for the Pa-
guridea, but continued to refer to all of the
anomuran major taxa as superfamilies. However,
Forest et al. (2000), Forest and McLaughlin (2000),
and de Saint Laurent and McLaughlin (2000) all
refer to the superfamilies Coenobitoidea and Pa-
guroidea, under the Section Paguridea.
I personally still believe that the Paguridea rep-
resent a monophyletic taxon; however, I also be-
lieve that Forest’s argument for reinstatement of the
Coenobitoidea is valid. For hierarchical balance
within the Anomura, perhaps the other superfami-
lies should similarly be elevated to Section rank in
your classification.
Additional References
Forest, J. 1987a. Les Pylochelidae ou “Pagures symet-
riques” (Crustacea Coeno-bitoidea). In Résultats des
campagnes MUSORSTOM. Mémoires du Muséum
National d’Histoire Naturelle, serie A, Zoologie, vol.
137, 1-254, figs. 1-82, plates 1-9.
. 1987b. Ethology and distribution of Pylochelidae
(Crustacea Decapoda Coenobitoidea). Bulletin of
Marine Science 41(2):309-321.
Forest, J., M. de Saint Laurent, P. A. McLaughlin, and R.
Lemaitre. 2000. The marine fauna of New Zealand:
Paguridea (Decapoda: Anomura) exclusive of the
Lithodidae. NIWA Biodiversity Memoir 114 (in
press).
Forest, J., and P. A. McLaughlin, 2000. Superfamily Coe-
nobitoidea. In The marine fauna of New Zealand:
Paguridea (Decapoda: Anomura) exclusive of the
Lithodidae, eds. J. Forest, M. de Saint Laurent, P. A.
McLaughlin, and R. Lemaitre. NIWA Biodiversity
Memoir 114.
McLaughlin, P. A. and R. Lemaitre. 1997. Carcinization
in the Anomura—fact or fiction? I. Evidence from
adult morphology. Contributions to Zoology, Am-
sterdam 67(2):79-123, figs. 1-13.
Saint Laurent, M. de, and P. A. McLaughlin, 2000. Su-
perfamily Paguroidea, Family Paguridae. In The ma-
Contributions in Science, Number 39
rine fauna of New Zealand: Paguridea (Decapoda:
Anomura) exclusive of the Lithodidae, eds. J. Forest,
M. de Saint Laurent, P. A. McLaughlin, and R. Le-
maitre. NIWA Biodiversity Memoir 114.
Submitted by Patsy McLaughlin,
Shannon Point Marine Center,
Anacortes, Washington
DECAPODA: BRACHYURA
As before, I think that the Oregoninae of Garth
should be elevated to a family. I contacted Michel
Hendrickx about the classification. He in turn
quoted a paper that provided larval evidence for
the distinction of the group as a family, and said
that he will treat the group as such in his forthcom-
ing work on crabs. Please contact Michel for fur-
ther information. If you cannot contact him, let me
know and I’ll find that larval paper for you. My
own suspicion is that the oregoniids are not covered
in most monographs because they are a cirumArctic
and boreal northern hemisphere group that does
not range at all into tropical waters, where most
researchers work!
Submitted by Mary K. Wicksten,
Texas A&M University
DECAPODA: BRACHYURA
I strongly believe that the Pinnotheridae are not
monophyletic. So if I argued that this family
“should remain in the Thoracotremata based on ev-
idence from DNA sequencing” [as cited in your
classification], I should add that this might only be
true for some of its constituent subfamilies or gen-
era. My statement was made based on the phylo-
genetic position of Pinnixa in molecular analyses
that showed a strikingly close relationship to the
Ocypodinae (Schubart et al., 2000a).
I also think that the Ocypodidae in the tradition-
al sense as well as the Ocypodoidea as defined in
the latest draft of your classification might not be
monophyletic. Molecular as well as larval morpho-
logical data suggest a close relationship between the
Varunidae (Grapsoidea) and the Macropthalminae
(Schubart et al., 2000a; Schubart and Cuesta, un-
published). I think that this possible phylogenetic
link would be another reason to elevate ocypodid
subfamilies to family level as already considered in
your draft and suggested for the Grapsidae (Schu-
bart et al., 2000b). This would certainly make jus-
tice to ocypodoid morphological diversity and al-
low a more objective comparison with other thor-
acotremes in the future.
I disagree on the use of the superfamily name
“Grapsidoidea.” Since the stem of the name is
Graps- (based on Cancer grapsus Linnaeus, see also
family name Grapsidae) and the ending for super-
families is -oidea, the superfamily should be called
Grapsoidea (and not Grapsidoidea). The fact that
the term Grapsoidea has been used in the past for
a much wider systematic grouping of eubrachyuran
Appendix I: Comments and Opinions Hi 111
crabs and is now restricted to the families Grapsi-
dae, Gecarcinidae, Plagusiidae, Searmidae, and Va-
runidae should not influence the nomenclature.
Additional References
Schubart, C. D., J. A. Cuesta, R. Diesel, and D. L. Felder.
2000b. Molecular phylogeny, taxonomy, and evolu-
tion of non-marine lineages within the American
Grapsoidea (Crustacea: Brachyura). Molecular Phy-
logenetics and Evolution (in press).
Schubart, C. D., J. E. Neigel, and D. L. Felder. 2000a. The
use of the mitochondrial 16S rRNA gene for phy-
logenetic and population studies of Crustacea. Crus-
tacean Issues 12 (in press).
Submitted by Christoph Schubart,
Universitat Regensburg, Germany
DECAPODA: BRACHYURA
Although recently I published my arrangement of
the brachyuran families, I have some new discovy-
eries in the brachyuran classification, but it is not
finished and it will be published next year. I was
able to classify all dromiacean families into super-
families, but not the eubrachyuran ones, because
there are many families with obscure systematic po-
sition: Orithyiidae, Calappidae, Matutidae, Asten-
ognathidae, Hexapodidae, Palicidae, Dairodidae
and many up to now undescribed families (Acidop-
idae, Melybiidae, Speocarcinidae, etc.). Here are
some of my remarks.
(1) Dynomenidae are the most primitive Drom-
ioidea, because only the last pair of legs is aberrant.
(2) Among Homoloidea, the Poupinidae are the
most primitive because the last pair of legs are of
“normal” structure but are partly subdorsal in po-
sition. (3) Raninidae are “Podotremata” (i.e. Drom-
iacea) because their sexual openings in both sexes
are on the coxae of the legs (hence the name Po-
dotremata). (4) The most primitive eubrachyuran
family is the Atelecyclidae, because they have the
antennules and antennae longitudinally directed, a
narrow thoracic sternum, thoracic sternites 4/5—7/8
continuous (entire), and sternites nearly regularly
metamerized. (5) The Dorippidae are highly de-
rived and aberrant: the dorsal position of the pos-
terior pair of legs, the sternite 8 facing dorsally, and
the narrowed buccal cavern all are secondarily at-
tained. The similarity with the Dromiacea is thus
superficial. (6) The same could be said for the Leu-
cosiidae: highly derived crabs and consequently
should be placed at the end of the classificatory
scheme of the Heterotremata. (7) The Majidae are
only one family with many subfamilies. The ar-
rangement is enclosed [Stevcic, Z. 1994. Contri-
bution to the re-classification of the family Maji-
dae. Periodicum Biologorum 96:419-420]. (8) The
Parthenopidae are more primitive than Majidae,
and therefore should be ahead of the Majidae. (9)
The Retroplumidae are a very derived brachyuran
family. (10) Geryonidae have a similar organization
to the Goneplacidae s.s. (11) Your Xanthoidea is a
112 Hi Contributions in Science, Number 39
highly polyphyletic group. (a) The most primitive
“xanthoids” are the Eriphiidae, not Menippidae!
The most primitive Eriphiidae have sternites 4/5-
7/8 entire, abdominal segments freely articulated in
both sexes, and the second gonopod longer than the
first. They are probably related to Trapeziidae. In
the same assemblage with the Eriphiidae are the
Pilumnoididae Guinot and Macpherson, 1987. (b)
Xanthidae s.s. have [some] primitive representa-
tives (Krausinae, with sternal sutures 4/5—7/8 en-
tire), but abdominal segments 3—5 in the male are
fused, and the second gonopod is short. They are
related to the Panopeidae/Panopeinae and the Pseu-
dorhombilidae. (c) Pilumnidae have a primitive ab-
domen (all segments freely articulated in both sex-
es) but specific first and second gonopods, the latter
short. They are related to the Eumedonidae (in fact
the Eumedoninae). (d) Goneplacidae s.s. are in fact
a very small taxon, without any close relationships
with the Xanthidae. They are probably close to the
Geryonidae and Euryplacidae/Euryplacinae. (12)
The Potamidae are in fact a very difficult problem,
however the gaps among subfamilies are not quite
distinct. The gaps are not always [clear] and there-
fore the separation of the freshwater crabs into
families remains uncertain. (13) I think that be-
tween Ocypodidae and Mictyridae and between
Grapsidae and Gecarcinidae the gaps are not deci-
sive and only Ocypodidae and Grapsidae are true
families (this will be published later). (14) Finally,
I think that the Cancroidea are not a taxon, they
are only a grade, not a clade (taxon i.e., monophy-
letic group). (15) Hepatinae are a subfamily of the
family Aethridae. (16) Palicidae belong to the Het-
erotremata, with no close affinity with the Ocypod-
idae.
Submitted by Zdravko Stevéié,
Rudjer Boskovic Institute, Croatia
DECAPODA: BRACHYURA
Concerning my special knowledge, the Brachyura,
I do not agree with all decisions (see my responses),
but I respect them. May I add my feeling, however.
Concerning the Podotremata, the molecular data
seem to outweigh all other considerations, despite
the fact that the first results (Spears and Abele,
1988; Spears, Abele, and Kim, 1992) were frag-
mentary, based only on very few taxa (only two
Dromiidae were studied; and the conclusion was
made without any Dynomenidae, Homolodromi-
idae, Homolidae, Latreilliidae, Cyclodorippidae,
Cymonomidae, nor Phyllotymolinidae) and that the
new results are not yet published. I am happy to
see that Spears now returns to the opinion that the
Dromiidae are true Brachyura, but we wait her pa-
per where the new demonstration is given.
Concerning your Section Raninoida, you write
(p. 66, 69) that there is “possibly a mistake.” I rec-
ognize that the problem of the placement of on the
one hand Cyclodorippidae, Cymonomidae, and
Phyllotymolinidae, and on the other hand the Ran-
Appendix I: Comments and Opinions
inoidea is difficult, because they do not clearly enter
in a major group. You write that, for Spears herself
(p. 69), “molecular data seem to indicate a place-
ment [of Cyclodorippoidea] somewhere between
the raninids and the higher eubrachyurans.” So, the
molecular data exactly give the same results that
the morphological and ontogenetic ones. The two
groups Raninoidea and Cyclodorippoidea (the last
name is used by convenience, but perhaps they
form three distinct families, see Tavares) seem
apart, but where is the best way?
Submitted by Daniéle Guinot,
Muséum National d’Histoire Naturelle, Paris
DECAPODA: BRACHYURA
Evidence from morphology and larval development
points to the polyphyletic nature of the Trapeziidae.
There are three separate groups: one comprises Tra-
pezia, Quadrella, Hexagonalia, Calocarcinus, Phi-
lippicarcinus and Sphenomerides, a second Tetralia
and Tetraloides, and a third Domecia, Jonesius,
Palmyria and Maldivia.
Submitted by Peter Castro,
California State Polytechnic University, Pomona
DECAPODA: BRACHYURA
I disagree that all Brachyura with female gonopores
on P3 coxa and with spermathecae at the extrem-
ities of thoracic sutures 7/8 are separated in two
different major sections, Dromiacea and Eubrachy-
ura, with the Raninoidea and Cyclodorippoidea
distributed in a basal group inside the Eubrachyura.
In that case, how to make a definition of both
Dromiacea and Eubrachyura as a whole? The Po-
dotremata may receive all Brachyura with female
gonopores on P3 coxa and with spermathecae at
the extremities of thoracic sutures 7/8, i.e., two dif-
ferent apertures. The Eubrachyura may receive all
Brachyura with a sternal location of female gono-
pores (vulvae on the thoracic sternum, sternite 6);
there is now a sole female orifice for reproduction
(egg laying, intromission of male pleopod, and stor-
age of the spermatozoas). Another synapomorphy
(among others) of the assemblage Heterotremata-
Thoracotremata is the morphology of the first male
pleopod, which is completely closed and provided
with two distinct basal foramina (instead of only
one in the Podotremata). To concile the evident
apart position of the Raninoidea and Cyclodorip-
poidea (but, perhaps consider three distinct fami-
lies: Cyclodorippidae, Cymonomidae, Phyllotymo-
linidae), I suggest to range them among the Podo-
tremata in Archaeobrachyura Guinot, 1977 emend.
(i.e. with the exclusion of the Homoloidea).
Submitted by Daniéle Guinot,
Muséum National d’Histoire Naturelle, Paris
Contributions in Science, Number 39
DECAPODA: BRACHYURA: DROMIACEA
I disagree that the section Dromiacea contains the
Homoloidea. The Dromiacea and Homoloidea are
two different lineages. I suggest to consider a Sec-
tion Podotremata, with three subsections: Subsec-
tion Dromiacea, containing two superfamilies
Homolodromioidea (Homolodromiidae) and
Dromioidea (Dromiidae, Dynomenidae); Subsec-
tion Homoloidea (Homolidae, Latreilliidae, Pou-
piniidae); Subsection Archaeobrachyura (Cyclodor-
ippidae, Cymonomidae, Phyllotymolinidae, and
Raninidae). The monophyly of the Dromiacea is
well supported by many features; the same for
Homoloidea. I recognize that the monophyly of the
Archaeobrachyura emend. (without the Homo-
loidea) is not so well supported and that these crabs
show puzzling features, but they are all very spe-
cialized and modified by the burrowing life. Their
attribution to the Podotremata is, at least for the
moment, supported by the appendicular location of
female gonopores (on P3 coxa) and the spermathe-
cae at the extremities of thoracic sutures 7/8, the
features of the sternal plate, the arthrodial cavities
of the pereiopods, and others characters. If we in-
clude the Cyclodorippidae, Cymonomidae, Phyllo-
tymolinidae, and the Raninidae in the Eubrachy-
ura, which becomes the diagnosis of the Eubrachy-
ura?
Submitted by Daniéle Guinot,
Muséum National d’Histoire Naturelle, Paris
DECAPODA: BRACHYURA:
HETEROTREMATA, THORACOTREMATA
It is important to recall the original definition of
the taxa given by Guinot (1977, 1978).
The section Hererotremata contains the Brachy-
uran families, ALL THE MEMBERS of which
are sternitreme for the female gonopores, and
ONLY some members, at least, are podotreme
for the male gonopores.
The section Thoracotremata contains the Brachy-
uran families, all the members of which are ster-
nitreme for the female and male gonopores. It
means that, for the Heterotremata, in the Leucosi-
idae or Leucosioidea by example it exists members
with male gonopores on the PS coxa and other
members with sternal male apertures. But, in the
last case, it is only a coxo-sternal location of the
penis. The same is true for the Dorippidae, where
some members show a coxo-sternal location of the
penis.
Submitted by Daniéle Guinot,
Muséum National d’Histoire Naturelle, Paris
Appendix I: Comments and Opinions Hf 113
APPENDIX II. LIST OF CONTRIBUTORS
The following are colleagues who graciously gave of their time to review various
drafts of the Classification of Recent Crustacea.
Abele, Lawrence G.
Baba, Keiji
*Belk, Denton
Bousfield, Ed
Boxshall, Geoff
Brandt, Angelika
Brendonck, Luc
Briggs, Derek
Brusca, Gary
Brusca, Richard
Cadien, Don
Camp, David
Castro, Peter
Causey, Douglas
Chace, Fenner
Christoffersen, Martin
Clark, Paul
Cohen, Anne
Crandall, Keith
Crosnier, Alain
Cumberlidge, Neil
*Dahl, Erik
Dahms, Hans-Uwe
Davie, Peter
Elofsson, Rolfe
Felder, Darryl L.
Feldmann, Rodney
Felgenhauer, Bruce
Fryer, Geoffrey
Galil, Bella
Grygier, Mark
Guinot, Daniéle
Haney, Todd
Harvey, Alan
Hayashi, Ken-Ichi
Heard, Richard
Hendrickx, Michel
Hessler, Robert
Ho, Ju-Shey
H@eg, Jens
Hof, Cees
Holsinger, John
Holthuis, Lipke B.
*Humes, Arthur
Huys, Rony
Jamieson, Barry
Jones, Diana S.
Kaesler, Roger
Kensley, Brian
Kornicker, Lou
Larsen, Kim
LeCroy, Sara
Lemaitre, Rafael
Lowry, Jim
MacPherson, Enrique
Maddocks, Rosalie
*Manning, Ray
Markham, John
McLaughlin, Pat
Mickevich, Mary
Modlin, Richard
Morgan, Gary
Myers, Alan
Newman, William
Ng, Peter
Olesen, Jorgen
Poore, Gary
* Denotes researchers recently deceased.
114 Hf Contributions in Science, Number 39
Regier, Jerome C.
Rice, Tony
Richer de Forges, Bertrand
Richter, Stefan
Riley, John
Sakai, Katsushi
St. Laurent, Michele de
Schminke, Horst
Scholtz, Gerhard
Schram, Frederick
Secretan, Sylvie
Schubart, Christoph
Sorbe, Jean Claude
Spears, Trisha
Stevcic, Zdravko
Takeuchi, Ichiro
Tavares, Marcos
Thomas, James D.
Tudge, Christopher
Vereshchaka, Alexander
Vervoort, W.
Wagele, Wolfgang
Wallis, Elycia
Walossek, Dieter
Watling, Les
Whatley, Robin
Wicksten, Mary K.
* Williams, Austin
Wilson, Buz
Yager, Jill
Young, Paulo
Zimmerman, Todd L.
Appendix II: List of Contributors
APPENDIX II. OTHER CRUSTACEAN RESOURCES
This appendix is subdivided into four sections. Sec-
tion III-A contains a list of journals and newsletters
and their current editors and addresses. Section
III-B is an alphabetical list of currently active web
sites and their URLs, followed by a short selection
of “personal pages” of some workers with crusta-
cean information on their web sites. Section III-C
is a list of crustacean-related listservers. Section
III-D is a list of natural history museums with sig-
nificant crustacean holdings, some of which have
searchable crustacean databases.
Ill-A. JOURNALS AND NEWSLETTERS
1. JOURNALS
Journals that publish only crustacean-specific arti-
cles are rather few and currently include only the
following (listed alphabetically).
Crustaceana
Description: “International Journal of Crustacean
Research” publishing “papers dealing with Crus-
tacea, from all branches of Zoology.” Issued eight
times per year (January, February, March, April,
June, July, September, October, November, and De-
cember).
Current editor and address: J. C. Von Vaupel
Klein, Crustaceana, Editorial Board Administrative
Office, Beetslaan 32, NL-3723 DX, Bilthoven, The
Netherlands.
Publisher: Brill Academic Publishers, Inc., Lei-
den, The Netherlands.
Crustacean Issues
Description: An irregular series of collections of pa-
pers on Crustacea, each published as a hardbound
volume and covering a discrete crustacean topic.
Current editor and address: General editor, Fred-
erick R. Schram, Zoological Museum, University of
Amsterdam.
Publisher: A. A. Balkema, Rotterdam, The Neth-
erlands.
Crustacean Research (formerly Researches on
Crustacea)
Description: A publication of the Carcinological
Society of Japan, publishing papers dealing with
“any aspect of the biology of Crustacea.” Issued
quarterly.
Current editor: Keiji Baba, Crustacea Research,
Faculty of Education, Kumamoto University, 860-
8555, Japan.
Publisher: Carcinological Society of Japan and
Shimoto Printing, Kumamoto.
Contributions in Science, Number 39
Journal of Crustacean Biology
Description: The official journal of The Crustacean
Society, “for the publication of research on any as-
pect of the biology of Crustacea.” Issued quarterly.
Current editor: David K. Camp, Journal of Crus-
tacean Biology, P.O. Box 4430 Seminole, Florida
33775-4430, USA.
Publisher: The Crustacean Society and Allen
Press, Lawrence, Kansas.
Nauplius (Revista da Sociedade Brasiliera de
Carcinologia)
Description: The journal of the Sociedade Brasileira
de Carcinologia, publishing “original papers based
on research in any aspect of crustacean biology, in-
cluding taxonomy, phylogeny, morphology, devel-
opment, physiology, ecology, biogeography, bioen-
ergetics, aquaculture and fisheries biology.” Issued
quarterly.
Current editor: Monica A. Monti, Nauplius, La-
boratorio de Carcinologia, Departamento de
Oceanografia—FURG, Caixa Postal 474, CEP
96201-900, Rio Grande, RS, Brazil.
Publisher: Sociedade Brasileira de Carcinologia.
There are of course many more journals that
publish taxonomic/systematic/phylogenetic studies
of crustaceans along with papers on other inverte-
brate groups. We conducted an informal survey of
the subscribers to the crustacean listserver CRUST-
L in March of 2000 and asked members to name
the journals they consult on a regular basis for new
information on crustacean relationships. The fol-
lowing journals, arranged alphabetically, were all
mentioned more than once in that survey: Acta
Zoologica, Arthropoda Selecta, Biological Bulletin,
Bulletin of Marine Science, Canadian Journal of
Zoology, Comptes Rendus de l’Academie des Sci-
ences, Contributions to Zoology (University of Am-
sterdam), Deep-Sea Research, Evolution, Fishery
Bulletin (US), Fossils and Strata, Gulf and Carib-
bean Research (formerly Gulf Research Reports),
Hydrobiologia, Invertebrate Biology, Invertebrate
Reproduction and Development, Invertebrate Tax-
onomy, Journal of Experimental Marine Biology
and Ecology, Journal of the Marine Biological As-
sociation of the United Kingdom, Journal of Nat-
ural History, Journal of Plankton Research, Marine
Biology, Marine Ecology Progress Series, Memoirs
du Museum National d’Histoire Naturelle (Paris),
Memoirs of the Museum of Victoria, Proceedings
of the Biological Society of Washington, Proceed-
ings of the Linnean Society of New South Wales,
Proceedings of the Royal Society of London (series
B), Raffles Bulletin of Zoology, Revista di Biologia
Tropical, Sarsia, Smithsonian Contributions to Zo-
ology, Zoologica Scripta, Zoological Journal of the
Linnean Society, Zoologischer Anzeiger, Zoosyste-
ma.
Appendix III: Other Crustacean Resources Mf 115
2. NEWSLETTERS
Included here are some of the more taxonomically
or systematically oriented crustacean newsletters of
which we are aware. We have purposely avoided
listing newsletters that primarily target aspects of
crustacean farming, aquaculture, and the aquarium
trade.
Amphipod Newsletter (see also the Amphipod
Homepage)
Editors as of March 2001: Jim Lowry and Wim
Vader
Address: Sydney, Australia (Jim Lowry); Tromso,
Norway (Wim Vader)
Homepage: http://web.odu.edu/sci/biology/
amphome/
Anostracan News (Newsletter of the IUCN/SSC
Inland Water Crustacean Specialist Group)
Editor as of March 2001: Denton Belk
Address: 840 E. Mulberry Avenue, San Antonio,
Texas 78212-3194, USA
Homepage: none to our knowledge
Boletin de la Association Latinoamericana de
Carcinologia
Editor as of March 2001: Guido Pereira (gpereira@
strix.clens.ucv.ve)
Address: Instituto de Zoologia Tropical, Univer-
sidad Central de Venezuela, Caracas, Venezuela
Homepage: http://tierradelfuego.org.ar/alca/
Coral Reef Newsletter
Editors as of March 2001: C. E. Birkland and L.
G. Eldredge
Address: Pacific Science Association, P.O. Box
17801, Honolulu, Hawaii 96817, USA
Homepage: none to our knowledge
Crayfish News (Official Newsletter of the
International Association of Astacology)
Editor as of March 2001: Glen Whisson
(twhisson@alpha2.curtin.edu.au)
Address: IAA Secretariat, P.O. Box 44650, Uni-
versity of Louisiana at Lafayette, Lafayette, Loui-
siana 70504, USA (jhuner@usl.edu)
Homepage: http://www.uku.fi/english/
organizations/IA A/
Cumacean Newsletter
Editors as of March 2001: Daniel Roccatagliata
(rocca@bg.fcen.uba.ar), Richard W. Heard, Mag-
dalena Blazewicz, and Ute Muhlenhardt-Siegel
Address: (for Roccatagliata) Departamento de
Biologia, Universidad de Buenos Aires, Ciudad Univ-
ersitaria-Nunex, 1428 Buenos Aires, Argentina
Homepage: http://www.ims.usm.edu/cumacean/
index.html
116 Hi Contributions in Science, Number 39
Cypris (Newsletter for Ostracodologists)
(formerly The Ostracodologist: Newsletter for Os-
tracod Workers)
Editor as of March 2001: Elisabeth M. Brouwers
Address: See home page for regional representa-
tive
Homepage: http://www.uh.edu/~rmaddock/
IRGO/cypris.html
Ecdysiast (Official Newsletter of The Crustacean
Society)
Editor as of March 2001: Tim Stebbins (TDS@
sdcity.sannet.gov)
Address: City of San Diego Marine Biology Lab-
oratory, 4918 N. Harbor Dr., Suite, 101, San Die-
go, California 92106, USA
Homepage: http://www.lam.mus.ca.us/~tcs/
ecdysiast.htm
(The) Isopod Newsletter
Editor as of March 2001: Brian Kensley (kensley.
brian@nmnh.si.edu)
Address: Department of Invertebrate Zoology,
NHB-163, Smithsonian Institution, Washington,
D.C. 20560-0163, USA
Homepage: none to our knowledge
(The) Lobster Newsletter
Editor as of March 2001: Mark Butler
Address: Department of Biological Sciences, Old
Dominion University, Norfolk, Virginia 23529-
0266, USA
Homepage: none
Monoculus (Copepod Newsletter)
Editors as of March 2001: Hans-U. Dahms and
H. Kurt Schminke
Address: Fachbereich 7 (Biologie), Universitat
Oldenburg, D-26111, Oldenburg, Germany
Homepage: http:www.hrz.uni-oldenburg.de/
monoculus
Plankton Newsletter
Editors as of March 2001: P. H. Schalk (peter@
eti.bio.uva.nl) and S. van der Spoel
Address: P.O. Box 16915, 1001 RK
Amsterdam, The Netherlands
Homepage: none to our knowledge
SCAMIT Newsletter (Southern California
Association of Marine Invertebrate Taxonomists)
Editor as of March 2001: Don Cadien (dcadien@
lacsd.org)
Address: Marine Biology Laboratory, County
Sanitation Districts of Los Angeles County, 24501
South Figueroa Street, Carson, California 90745,
USA
Homepage: http://www.scamit.org/index.htm
Appendix III: Other Crustacean Resources
(The) Stomatopod Newsletter
Editors as of March 2001: Tatsuo Hamano
(hamanot@fish-u.ac.jp) and Chris Norman
(norman@snf.affrc.go.jp)
Address: National Fisheries University, P.O. Box
3, Yoshimi, Japan
Homepage: None
(The) Tanaidacea Newsletter
Editors as of March 2001: Richard W. Heard
(richard.heard@usm.htm) and Gary Anderson
Address: Institute of Marine Sciences, The Uni-
versity of Southern Mississippi, P.O. Box 7000,
Ocean Springs, Mississippi 39566-7000, USA
Homepage: http://tidepool.st.usm.edu/tanaids/
newsletter98.htm
Zoea (Larval development newsletter for
carcinologists)
Editors as of March 2001: Klaus Anger, José A.
Cuesta, and Pablo J. Lopez-Gonzalez
Address: Departamento de Ecologia, Facultad de
Biologia, Apdo 1095, E-41080 Sevilla, Spain
Homepage: http://members.es.tripod.de/
Megalopa/index.htm
II-B. WEB SITES
Knowing that any such list will become obsolete
even before it is published because of the rapid
growth of web sites in various areas of invertebrate
biodiversity, we nevertheless offer here some of the
more useful crustacean-related web sites of which
we were aware at the time of printing. Although
some of the sites were useful in constructing the
current classification, listing below does not neces-
sarily indicate our endorsement nor does it neces-
sarily indicate that the authors of any of these sites
are in agreement with the currently proposed clas-
sification.
This list is far from exhaustive. It is meant to
provide an introduction to the large and ever-grow-
ing number of web sites that may be of interest to
students of carcinology. Additionally, the list ex-
cludes a number of “personal” sites (such as those
of Colin MacLay, Jeff Shields, Dieter Walossek, and
others), some of which are quite interesting and
contain a lot of information on crustaceans as well.
A brief selection of these personal sites is given after
the alphabetized web page list.
About Phreatoicidean Isopods in Australia
http://www-personal.usyd.edu.au/~buz/
popular.html
A site devoted to these fascinating crustaceans,
maintained by George (Buz) Wilson, Australian
Museum.
Contributions in Science, Number 39
(The) Amphipod Homepage
http://www.odu.edu/~jrh100f/amphome/
Maintained by Stefan Koenemann at Old Do-
minion University, Norfolk, Virginia. Nice intro-
ductory page leading to the “Amphipod Newslet-
ter,” web sites related to amphipods, pictures of
amphipods, and various sites about crustacean bi-
ology.
Animal Diversity Web
http://www. oit.itd.umich.edu/bio108/Arthropoda/
Crustacea.shtml
This address takes you to the Crustacea pages of
the University of Michigan’s Animal Diversity web
site. Provides general information on several clas-
ses, primarily geared to the nonspecialist.
Animal Evolutionary Pattern Analysis Home Page
http://www. bio.uva.nl/onderzoek/cepa/
Default.html#LL
Presents the research activities of a group of sci-
entists allied to the Institute for Systematics and
Population Biology, a research institute within the
Faculty of Biology of the University of Amsterdam,
with links to their ongoing arthropod and crusta-
cean projects.
Animals4ever
http://www.animals4ever.com/
A searchable and interactive listing, with figures
and references, maintained in Belgium, with the
goal of eventually grouping “all animals on the web
in one place.”
Ant’phipoda, The Antarctic Marine Biodiversity
Reference Center Devoted to Amphipod
Crustaceans
http://www.naturalsciences.be/amphi/
Managed by the Laboratory of Carcinology at
the Royal Belgian Institute of Natural Sciences,
with links to the checklist of amphipods of the
Southern Ocean, amphipodologists involved with
Antarctic fauna, research activities, pictures, and
numerous amphipod sites.
(The) Appalachian Man’s Crayfish Photo Gallery
http://webby.cc.denison.edu/~stocker/
cfgallery.html
Many color crayfish photographs, plus links to
other crayfish sites. Maintained by Whitney Stocker
of Gunison University, Ohio, USA.
Biographical Etymology of Marine Organism
Names (BEMON)
http://www.tmbl.gu.se/libdb/taxon/personetymol/
index.htm
Appendix III: Other Crustacean Resources Hf 117
An interesting site attempting to track the history
of taxonomic names of marine species, including
crustaceans. Maintained by Hans G. Hansson.
Biology of Copepods
http://www.uni-oldenburg.de/zoomorphology/
Biology.html#biotable
A page maintained by Thorsten D. Kinnemann,
with an introduction to the biology of copepods,
scanning electron micrographs, copepod systemat-
ics, and anatomy of copepods (in preparation).
Biomedia Home Page
http://www.gla.ac.uk/Acad/IBLS/DEEB/biomedia/
home/home.htm
Very general information on crustaceans (and
other taxa) for the nonspecialist.
BIOSIS—Internet Resource Guide for Zoology
(Crustacea)
(see Zoological Record)
Biospeleology Home Page: The Biology of Caves,
Karst, and Groundwater
http://www.utexas.edu/depts/tnhc/.www/
biospeleology/
Provides information on some cave crustaceans.
This site is maintained by the Texas Memorial Mu-
seum in Austin.
(The) Blue Crab Home Page
http://www.blue-crab.net/
A useful and large resource page, with connec-
tions to literature, other sites about blue crabs, and
other researchers interested in nearly all aspects of
the blue crab, Callinectes sapidus. Maintained by
Vince Guillory.
British Marine Life Study Society
http://cbr.nc.us.mensa.org/homepages/BMLSS
Brief reports of British marine life, with occa-
sional reports of crustaceans and links to other ma-
rine life sites.
Canadian Museum of Nature’s Database of
Canadian Arthropod (excl. Insects) Systematists
http://www.nature.ca/english/arthro.htm
A database of Canadian systematists, with sci-
entists organized by area of expertise in arthropods
(excluding insects).
Central Terminal for Crustacean Neuroscience
http://wwwzoo.kfunigraz.ac.at/crusties.html
A valuable site for everything related to crusta-
118 Hi Contributions in Science, Number 39
cean neurology, with many interesting links to re-
lated sites.
Cercopagis pengoi Page (Cladoceran)
http://www.ku.lt/nemo/cercopag.htm
A reference page for this cladoceran species; part
of the Baltic Research Network on Ecology and
Marine Invasions and Introductions, Estonian Ma-
rine Institute, Tallinn, Estonia. Contains taxonomic
information, diagnosis, line drawings and color
photographs, information on population dynamics,
and references.
Cladocera
http://www.cladocera.uogluelph.ca/
This site, maintained by Paul Hebert, provides a
variety of information useful for cladoceran re-
searchers and others interested in the Cladocera.
Includes pages on taxonomy, references, research-
ers, specimen wish lists, tools, and meetings.
Copepods and Groundwater Biology
http://www.uni-oldenburg.de/zoomorphology/
Groundwater.html
Maintained by the Zoomorphology Section at
the University of Oldenburg, this is an overview
page with links to Giuseppe Pesce’s various ground-
water biology sites.
Crabs Found in Belgium Waters
http://uc2.unicall.be/RVZ/CrabBook.html
A clever, useful sight for learning about crabs in
this part of the world. Click on any crab for further
information.
(The) Crayfish (T. H. Huxley, 1879, 1880)
http://www. biology.ualberta.ca/palmer.hp/thh/
crayfish/htm
T. H. Huxley’s classic paper on crayfish in its en-
tirety, including all of the original woodcut illustra-
tions, available online courtesy of Eric Eldred and
the University of Alberta, Canada.
(The) Crayfish Corner
http://www.mackers.com/crayfish
A lay person site with general information about
crayfish, their appearance, behavior, internal anat-
omy, pictures, and more.
Crayfish Home Page
http://bioag. byu.edu/mlbean/CRAY FISH/
crayhome.htm
Keith Crandall’s website highlighting lab person-
nel, publications and data, computer programs, lab
links, lab tour, extensive crayfish photo gallery, and
Appendix III: Other Crustacean Resources
links to crustacean societies, conservation, and
more.
Crustacea Gopher (U.S. National Museum,
Smithsonian)
gopher://nmnhgoph.si.edu:70/1 1/.invertebrate/.
crustaceans
The gopher menu allows access to “Crayfish,”
“Isopods,” and the “CRUST-L Discussion Group
Digests.” The “Crayfish” contains 13,000 search-
able references. For isopods, see listing under
“World List of Marine, Freshwater, and Terrestrial
Isopod Crustaceans.”
Crustacea of Lake Biwa
http://www. hirano-es.otsu.shiga.jp:80/fish-e.html
Images and Japanese names of freshwater crus-
taceans in Lake Biwa.
Crustacea Net
http://www.crustacea.net
Hosted on the Australian Museum website main-
tained by Jim Lowry, the DELTA (DEscription Lan-
guage for TAxonomy) taxonomic computer pro-
gram provides illustrated and interactive keys to
identify higher Crustacea taxa, with keys to crus-
tacean families.
Crustacea Node of the Tree of Life Project
http://phylogeny.arizona.edu/tree/eukaryotes/
animals/arthropoda/crustacea/crustacea.html
This will take you directly to the Crustacea part
of David and Wayne Maddison’s Tree of Life pro-
ject. The crustacean section currently is based on
Brusca and Brusca (1990).
Crustacean Disease Information
http://www.geocities.com/CapeCanaveral/Lab/
7490/index.html#crustdis
Part of the Aquaculture Health Page, maintained
by Bill Lussier.
(The) Crustacean Biodiversity Survey
http://www.nhm.org/cbs/
A site of general interest that includes a search-
able, additive, database.
(The) Crustacean Society
http://www.vims.edu/tcs
The Crustacean Society Home Page, maintained
by Jeff Shields and hosted by the Virginia Institute
of Marine Science.
Contributions in Science, Number 39
Crustacean Specimens of the Marine Biological
Laboratory
http://database.mbl.edu/SPECIMENS/phylum.
taf?function=search&find
= Arthropoda
Crustacean specimens in the collections of the
Marine Biological Laboratory, Woods Hole, Mas-
sachusetts.
Crustacés Polynésiens
http://biomar.free.fr/
Provides a list of species and authorships of Indo-
Pacific taxa; many entries are represented with pho-
tographs. Maintained by J. Poupin.
Cryptofauna of Empty Barnacle Shells and Lego
Plastic Blocks
http://www.ex.ac.uk/biology/adrianc.html
Strange but true, an interesting site on an obscure
topic, maintained by Adrian Clayton.
Cumacean Home Page
http://nature.umesci.maine.edu/cumacea.html
A product of a PEET grant from the U.S. Na-
tional Science Foundation, this site is maintained
by Les Watling and Irv Kornfield (and students) at
the University of Maine.
Directory of Copepodologists
http://www.univaq.it/~sc_amb/wac.html
Self explanatory; this is a subpage of the Mon-
oculus site.
Diversity and Geographical Distribution of Pelagic
Copepoda
http://www.obs-banyuls.fr/RAZOULS/WEBCD/
accueil.htm
A pelagic copepod site maintained by Claude Ra-
zouls and Francis de Bovée at the Observatoire
Océanologique de Banyuls, France.
European Register of Marine Species
http://www.erms.biol.soton.ac.uk/
A register of marine species in Europe established
to facilitate marine biodiversity research and man-
agement. Contains checklists of European species,
including most of the major groups of crustaceans.
Ellis and Messina Catalogue of Ostracoda
http://www.micropress.org
An electronic version of the former looseleaf cat-
alogue from the American Museum of Natural His-
tory (Micropaleontology Press). Visitors must go to
the catalogues section of the site.
Appendix III: Other Crustacean Resources Hf 119
Epicaridea Page
http://www.vims.edu/~jeff/isopod.htm#Epicaridea
A thorough page devoted to parasitic isopods,
maintained by Jeff Shields, Virginia Institute of Ma-
rine Science.
(The) Expert Center for Taxonomic Identification
(ETI)
http://wwweti.eti.bio.uva.nl/
A nongovernmental organization working with
UNESCO and sponsored by the Netherlands Or-
ganization for Scientific Research (NWO), the Uni-
versity of Amsterdam, and UNESCO. Includes the
World Biodiversity Database (under construction),
World Taxonomists Database, and UNESCO-IOC
Register of Marine Organisms.
Fiddler Crabs
http://www. public.asu.edu/~mrosenb/Uca/
A fiddler crab web site maintained by Mike Ro-
senberg, with 1,700 references, color photographs,
and systematic information, mostly from his recent
(2000) dissertation.
Génétique et Biologie des Populations de
Crustacés
http://labo.univ-poitiers.fr/umr6556/
A research program in genetics and population
biology of crustaceans organized through the Univ-
ersité de Poitiers, France.
Glossary of Morphological Terms
http://www.nhm.org/lacmnh/departments/research/
invertebrates/crustacea/cbs/Glossary-of_
Morphological_-Terms/index.shtml
A page of the Crustacean Biodiversity Survey,
this will eventually be the largest existing glossary
of crustacean terminology. Contains multiple defi-
nitions put forth by various authors.
Groundwater Biology
http://www.geocities.com/~mediaq/fauna.html
Contains many links to groundwater crustacean
sites including amphipods, isopods, copepods, re-
mipedes, mysids, spelaeogriphaceans, syncarids,
mictaceans, and others. Some links go to specialists’
home pages, others contain lists of taxa, still others
are in the process of being developed. Maintained
by Giuseppe L. Pesce.
(The) International Association of
Meiobenthologists
http://www.mtsu.edu/~kwalt/meio/
A society representing meiobenthologists in all
aquatic disciplines, producing a quarterly newslet-
120 Hi Contributions in Science, Number 39
ter entitled Psammonalia. The site includes several
photos of live copepods and links to researchers
(including some with expertise in Crustacea).
International Research Group on Ostracoda
http://www.uh.edu/~maddock/IRGO/irgohome.
html
Includes links to many useful sites of interest to
ostracod workers. Maintained by Rosalie Mad-
docks.
International Web Site on Terrestrial Isopods
http://mother. biolan.uni-koeln.de/institute/zoologie/
zoo03/terra/homepage.html
This site was still being constructed as of our last
check.
(A) Key to Cladocerans (Crustacea) of British
Columbia
http://www. for.gov.bc.ca/ric/Pubs/A quatic/
crustacea/
Provides keys to the families Holopedidae, Sidi-
dae, Daphniidae, Bosminidae, Leptodoridae, and
Polyphemidae occurring in British Columbia (ap-
proximately 45 species). Published by the Resourc-
es Inventory Committee of British Columbia.
Keys to Marine Invertebrates of the Woods Hole
Region
http://www.mbl.edu/html/BB/KEYS/KEYScontents.
html
Chapters 11, 12, and 13 of this series deal with
“Lower Crustacea and Cirripedia,” “Pericaridan
[sic] Crustaceans,” and “Decapod and Stomatopod
Crustaceans,” respectively.
Laboratory of Aquaculture and Artemia Reference
Center
http://allserv.rug.ac.be/~jdhont/index.htm
The Artemia Reference Center at the University
of Ghent, Belgium.
Large Branchiopod Home Page
http://mailbox.univie.ac.at/Erich.Eder/UZK/
Eric Eder’s site for “everything you ever wanted
to know about large branchiopods.”
Leptostraca
http://www.nhm.org/~ peet/
A comprehensive site on leptostracans main-
tained by Todd Haney (toddhaney@crustacea.net)
as part of a PEET project funded by the U.S. Na-
tional Science Foundation.
Appendix III: Other Crustacean Resources
(The) Lurker’s Guide to Stomatopods
http://www.blueboard.com/mantis/welcome.htm
Alan San Juan’s stomatopod site at Seton Hall,
described by him as “an additional information re-
source for those people interested in the study and
care of stomatopods (mantis shrimps).”
Marine Crustaceans of Southern Australia
http://www.mov.vic.gov.au/crust/pagela.html
This excellent guide has been assembled by Gary
Poore (Museum of Victoria, Melbourne) as a ref-
erence for the identification of a few (about 100)
of the numerous species of marine crustaceans
known to exist in southern Australia. Richly illus-
trated with excellent photographs and accompa-
nied by background information on the biology,
distinguishing characters, habitat, and distribution
of the species illustrated.
Monoculus—Copepod Newsletter
http://www.uni-oldenburg.de/monoculus/
The home page of the copepodologist’s newslet-
ter, edited by Hans-Uwe Dahms.
National Center for Biotechnology Information
Taxonomy Browser
http://www3.ncbi.nlm.nih.gow/htbin-post/
Taxonomy/wgetorg?id=6681&lvl=10
For locating DNA/RNA sequences of a variety of
crustaceans.
National Shellfisheries Association
http://www.shellfish.org/
The home page of this association, with links to
journals and other activities.
“Non-Cladoceran” Branchiopod Shrimp of Ohio
http://www-obs. biosci.ohio-state.edu/f-shrimp.htm
Contains information on anostracans, notostra-
cans, and conchostracans of Ohio. Maintained by
Stephen Weeks, University of Akron, Ohio, USA.
North East Atlantic Taxa
http://www.tmbl.gu.se/libdb/taxon/taxa.html
Contains PDF files of species checklists, including
crustaceans from this region, compiled by the Tjar-
no Marine Biological Laboratory, Sweden.
Orsten and Crustacean Phylogeny
http://biosys-serv. biologie.uni-ulm.de/sektion/
dieter/dieter.html
Dieter Walossek’s page introducing the “orsten”
fossils (Upper Cambrian of Sweden), Eucrustacea,
Contributions in Science, Number 39
nonarthropod crustaceans, and more. Includes pho-
tographs and drawings of the “orsten” arthropods.
Ostracod Research Group
http://users.aber.ac.uk/alm/web/ostrweb2.html
A site maintained by Robin Whatley and Henry
Lamb; this is a subgroup of the Micropaleontology
Research Group in the Institute of Geography and
Earth Sciences at the University of Wales, Aberys-
twyth.
Pesce’s Home Page/Groundwater Fauna of Italy
http://www.univaq.it/~sc_amb/pesce.html
Contains information about, and links to,
groundwater and speleofaunal crustaceans of Italy,
with links to other sites dealing with amphipods,
mysids, copepods, and more.
PHOTOVAULT?’s Aquatic Crustacean’s Page
http://www.photovault.com/Link/Animals/Aquatic-
Crustacia/AARVolume01.html
A commercial site that contains many photo-
graphs of various crustaceans.
SCAMIT Arthropods of Southern California
http://www.scamit.org/SpeciesList/arthropd.htm
An unannotated list of the species of soft bottom
habitats off southern California, maintained by the
Southern California Association of Marine Inver-
tebrate Taxonomists (SCAMIT).
(A) Stereo-Atlas of Ostracod Shells
http://www.nhm.ac.uk/hosted_sites/bms/saos.htm
A site with information on this and other publi-
cations of the British Micropaleontological Asso-
ciation.
(The) Subterranean Amphipod Database
http://www.odu.edu/~jrh100f/amphipod/
Maintained by John Holsinger at Old Dominion
University, Norfolk, Virginia.
Systematics of Amphipod Crustaceans (order
Amphipoda) in the families Crangonyctidae and
Hadziidae
http://www.odu.edu/~jrh100f/
A U.S. National Science Foundation PEET pro-
ject maintained by John Holsinger (and his stu-
dents) at Old Dominion University, Virginia, USA.
Includes the Subterranean Amphipod Database.
Tanaidacea Homepage
http://tidepool.st.usm.edu/tanaids/index.html
A comprehensive and searchable listing of all
Appendix III: Other Crustacean Resources HJ 121
tanaid taxa and the literature in which they were
initially described. Maintained by Richard W.
Heard and Gary Anderson at the University of
Southern Mississippi, USA.
Urzeitkrebse—Lebende Fossilien!
http://mailbox.univie.ac.at/Erich.Eder/UZK/index2.
html
Contains information on large branchiopods
(Anostraca, Conchostraca, and Notostraca) of Aus-
tria, maintained by Eric Eder.
(The) University of South Carolina Meiofaunal
Laboratory of Bruce Coull
http://inlet.geol.sc.edu/~nick/
A meiofauna page, including harpacticoid cope-
pods, maintained by Bruce Coull at the University
of South Carolina.
World List of Marine, Freshwater and Terrestrial
Isopod Crustaceans
http://www.nmnh.si.edu/iz/isopod
Contains more than 9,900 isopod records, all de-
scribed species of isopods, and a complete bibliog-
raphy in a searchable Access database. Maintained
by Brian Kensley (kensley.brian@nmnh.si.edu) and
Marailyn Schotte (schotte.marilyn@nmnh.si.edu) of
the USNM, Smithsonian Institution.
(The) World of Copepoda
http://www.nmnh.si.edu/iz/copepod/
Contains bibliographic databases for all the lit-
erature contained in the Wilson Library on cope-
pods and branchiurans. In total, the website con-
tains four databases: (1) a bibliography of all
known copepod and branchiuran literature, (2) a
taxonomic list of reported Copepoda and Branchi-
ura genera and species, (3) copepod and branchiur-
an researchers of the world, and (4) copepod and
branchiuran type holdings of the U.S. National
Museum of Natural History. Maintained by Chad
Walter.
Zoological Record Taxonomic Hierarchy
http://www. biosis.org.uk/zrdocs/zoolinfo/grp-
crus.htm
The extensive Internet Resource Guide for Zo-
ology provided by Biosis and the Zoological Society
of London.
Zooplankton Sensory Motor Systems
http://www.pbrc.hawaii.edu/~lucifer/
Contains information on, and links to, research
and researchers investigating sensory biology and
motor processes and systems in zooplankton of pe-
122 Hi Contributions in Science, Number 39
lagic crustacean and crustacean larvae. Maintained
by Dan Hartline and Petra Lenz.
INDIVIDUAL WORKERS WITH HOME PAGES
CONTAINING CRUSTACEAN
INFORMATION
Gary Anderson
http://tidepool.st.usm.edu/gandrsn/gandrsn. html
A well-designed site with a large number of links
to other sites of interest to crustacean workers.
Raymond Bauer
http://www.ucs.usl.edu/~rt6933/shrimp/
Highlights his research interests in marine habi-
tats and the biology of caridean and penaeoid
shrimp, mating behavior and strategies, hermaph-
roditism and sex change, antifouling (grooming)
behavior, sperm transfer, latitudinal variation in
breeding patterns, seagrass fauna, coloration and
camouflage, and student research.
Geoffrey Boxshall
http://www.nhm.ac.uk/science/zoology/project1/
index.html
A single page with general information on co-
pepods, linked to The Natural History Museum,
London site.
Raul Castro R.
http://members.xoom.com/renrique/copepoda2.
html
List of parasitic copepods on Chilean fishes with
a list of his publications.
Paul Hebert
http://www.uogluelph.ca/~phebert/
Summarizes past and current research and mul-
timedia projects of the lab.
Wolfgang Janetzky
http://www. ifas.ufl.edu/~frank/crbrom.htm
Highlights his interests in Crustacea inhabiting
bromeliad phytotelmata.
Gertraud Krapp-Schickel
http://hydr.umn.edu/g-k/index.html
Highlights her interests in amphipods, plus pho-
tos of amphipodologists.
Colin McLay
http://www.zool.canterbury.ac.nz/cm.htm
Highlights his research interests in population
and marine ecology, reproductive biology, mating
Appendix III: Other Crustacean Resources
strategies, and phylogeny, especially of anomurans
and brachyurans.
Jeffrey Shields
http://www.vims.edu/~jeff/
The parasitic isopods of Crustacea (Bopyridae,
Entoniscidae, and Dajidae).
Wim Vader
http//:www.imv.uit.no/ommuseet/enheter/zoo/wim/
index.html
A single page highlighting his interests in Crus-
tacea and Amphipoda.
George (Buz) Wilson
http://www-personal.usyd.edu.au/~buz/home.html
Research interests emphasizing asellotan and
phreatoicidean diversity, with links to many other
isopod and crustacean sites.
Il-C. CRUSTACEAN LIST SERVERS
ALCA-L
majordomo@fenix.ciens.ucv.ve
List server of the Asociation Latinoamericana de
Carcinologia, currently maintained by Guido Pe-
reira (gpereira@strix.ciens.ucv.ve), Instituto de
Zoologia Tropical, Universidad Central de Vene-
zuela, Caracas, Venezuela.
BRINE-L
http://ag.ansc.purdue.edu/aquanic/infosrcs/brine-l.
htm
A brine shrimp (Anostraca) discussion list, main-
tained by Lamar Jackson and Harold Pritchett at
Mercer University, Georgia. Part of AquaNIC, the
Aquaculture Network Information Center.
COPEPODA
copepoda@sciencenet.com
A list server for discussions of wide ranging co-
pepod research.
CRUST-L
http://www.vims.edu/~jeff/crust-l.html
An informal forum for those interested in Crus-
tacea, including their biology, ecology, systematics,
taxonomy, physiology, cell biology, culture, etc.
Managed by Jeff Shields.
OSTRACON
The Ostracoda Discussion List, OSTRACON@
LISTSERV.UH.EDU
A list server for discussions of all things ostra-
code-like.
Contributions in Science, Number 39
The Vernal Pool ListServ
vernal@sun.simmons.edu
The Vernal Pool Association maintains a list on
the EnvironNet server for those interested in vernal
pool studies, protection, and education.
Il-D. SOME MUSEUMS WITH CRUSTACEAN
HOLDINGS ON-LINE
California Academy of Sciences
http://web.calacademy.org/research/izg/
This will take you directly to the CAS Inverte-
brate Zoology and Geology Department.
Department of Invertebrate Zoology at the United
States National Museum
http://www.nmnh.si.edu/departments/invert.html
A well-written overview of the history and activ-
ities of the staff of the world’s largest collection of
Crustacea.
Illinois Natural History Survey Crustacean
Biology Information Page
http://www.inhs.uiuc.edu/cbd/collections/crustacea.
html
One of the largest state collections of crustaceans
in North America, with a searchable database and
a well-designed page.
Muséum National d’Histoire Naturelle (Paris)
http://www.mnohn.fr/
Extensive crustacean holdings, but no informa-
tion available on line yet.
Natural History Museum of Los Angeles County
http://www.nhm.org/
The largest natural history museum in the west-
ern United States, this impressive institution is also
home to the second largest collection of Crustacea
in this country. There are an estimated 110,000 to
120,000 lots, containing 3 to 4 million specimens.
University of California Berkeley Museum of
Paleontology
http://www.ucmp.berkeley.edu
An interesting page that includes mostly paleon-
tological information on arthropods.
Zoological Museum, University of Copenhagen
http://www.aki.ku.dk/zmuc/zmuc.htm
A beautiful home page for one of Europe’s oldest
and most respected natural history museums. The
Crustacea collection is extensive and well-curated.
Appendix III: Other Crustacean Resources Hf 123
Addendum
As might be expected in any attempt to be current in a rapidly changing field, several publications
or presentations that bear on high-level relationships of the Crustacea have come to light during the
final months while we prepared this volume for the printer. In particular, the following presentations
dealing with higher crustacean systematics were selected from among the published abstracts of the
Fifth International Crustacean Congress in Melbourne, Australia (July 9-13, 2001) (Fifth Interna-
tional Crustacean Congress—Program and Abstracts, and List of Participants, 2001): Developmental
data in crustacean systematics (Koenemann and Schram); Peracarida (Wilson, Watling, Richter, Jar-
man, Spears et al., Wilson and Ahyong, Keable and Wilson, Poore and Brandt, Myers and Lowry);
malacostracan affinities with insects (K. Wilson); Decapoda (Ahyong and Schram, Porter et al., Bros-
ing and Scholtz, Crandall et al., Richter, Pérez-Losada et al., Boyce et al., Wetzer et al., Ngoc-Ho);
Remipedia (Spears and Yager); Leptostraca (Walker-Smith and Poore); Phosphatocopina (Maas and
Walossek); Rhizocephala (Glenner and Spears).
124 Hf Contributions in Science, Number 39 Appendix II: Other Crustacean Resources
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