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Transcript of Chinsamy, Martin & Dodson, 1998
Bone microstructure of the diving Hesperornis
and the volant Ichthyornis from the Niobrara
Chalk of western Kansas
*A. Chinsamy, {L. D. Martin and {P. Dodson
* University of Cape Town, Zoology Department, Rondebosch, 7700, and South African Museum, Post Of®ceBox 61, Cape Town, 8000, South Africa{Natural History Museum, Dyche Hall, University of Kansas, Lawrence, Kansas, 66045, USA{University of Pennsylvania, School of Veterinary Medicine, 3800 Spruce, Philadelphia, PA, 19104-4065, USA
Revised manuscript accepted 27 November 1997
We report on the bone microstructure of the Cretaceous birds Hesperornis regalis and Ichthyornis victor.Thin sections of representative elements of both these ornithurine birds show a rapid, sustained bonedeposition without any pauses or interruptions in bone formation. This growth pattern contrasts shar-ply with the cyclical pattern of bone deposition previously reported for the Cretaceous non-ornithur-ine birds Patagopteryx and representatives of the enantiornithines. These ®ndings suggest physiologicaladvancement in Cretaceous ornithurine birds. The bone microstructure of the diving Hesperornisshows similarities to the bone structure of modern penguins, and to that of a loon from the Cretac-eous of Antarctica. # 1998 Academic Press
KEY WORDS: Cretaceous birds; Hesperornis; Ichthyornis; bone histology.
1. Introduction
A wealth of new discoveries have signi®cantly advanced our understanding of the
diversity and phylogenetic relationships of early birds (e.g., Zhou, 1992; Sereno &
Rao, 1992; Perle et al., 1993; Chiappe, 1995). In addition, recent studies have
provided insights into the biology (see Feduccia, 1996) and physiology of these
early birds (e.g., Ruben, 1991; Chinsamy et al., 1994). However, few studies have
been conducted on the bone microstructure of early birds. Until recently, only the
bone histology of Hesperornis had been examined (Houde, 1986, 1987). More
recently, two studies have examined the bone histology of Patagopteryx and repre-
sentatives of the enantiornithines (Chinsamy et al., 1994, 1995), which currently
represent the most primitive birds to be examined histologically. The presence of
lines of arrested growth, which mark pauses in bone formation, indicates that
these birds were incapable of sustained rapid growth.
In this study we provide a comparative analysis of the bone histology of the
ornithurine birds Hesperornis regalis, a hesperornithiform, and Ichthyornis victor, an
ichthyornithiform (Figure 1). The hesperornithiforms and ichthyornithiforms are
Cretaceous toothed birds, well known from many species (Feduccia, 1996).
Although found in the same deposits, Hesperornis and Ichthyornis had drastically
different lifestyles. Hesperornis was a highly specialised ¯ightless bird adapted for
diving, while Ichthyornis shows de®nite skeletal adaptations for powerful ¯ight. As
in extant diving birds, such as loons and grebes, Hesperornis used its laterally com-
pressed feet for generating propulsive forces during swimming. Hesperornithi-
formes are generally considered to be a diverse group that had a world-wide
Cretaceous Research (1998) 19, 225±235 Article No. cr970102
0195±6671/98/020225 + 11 $30.00/0 # 1998 Academic Press
distribution during the Cretaceous (Feduccia, 1996). Most forms are recovered
from marine sediments, although specimens are known from a Middle Campa-
nian estuarine deposit in Alberta (Fox, 1974) and from freshwater deposits (Mar-
tin, 1983, 1991) of the Upper Cretaceous of South Dakota.
The volant piscivore Ichthyornis, is widely distributed in marine deposits of
North America. It has strong wing bones and a well-developed keel on the ster-
num, indicative of powerful ¯ight (Feduccia, 1996). It is generally accepted that
Ichthyornis used its long jaws and recurved teeth for scooping ®sh from surface
waters (as gulls and terns scoop ®sh from surface waters today).
2. Materials
The Hesperornis and Ichthyornis specimens used in this study were recovered from
the Niobrara Chalk (Late Cretaceous) of western Kansas. This material includes
a humeral fragment (KUVP 2294, Kansas Museum of Natural History) of
Ichthyornis, and two femoral fragments of Hesperornis (a midshaft fragment,
KUVP 2289, and a distal fragment, KUVP 123108, both in the Kansas Museum
of Natural History). The bone fragments used in this study were found associated
with other skeletal material that permitted their taxonomic identi®cation (L. D.
Martin, pers. obs.).
For comparative purposes we also examined the femoral bone microstructure
of a Cretaceous loon (TTU P 9265) from the Late Cretaceous, Lopez de Barto-
dano Formation of Seymour Island, Antarctica (Chatterjee, 1989), and of the
extant Emperor and Humboldt penguins, Aptenodytes forsteri and Spheniscusdemerus. The Emperor penguin was chosen as these birds have particularly stress-
ful breeding patterns, which may be re¯ected in their bone histology. Other mod-
ern bird femora were also studied, including that of Columba livia, the pigeon,
Ichthyornis
Hesperornis
Patagopteryx
Enantiornithes
Archaeopteryx
ORNITHURAE
AVES
Modern birds, such asAptenodytes, Spheniscus,Columba, Gavia, Podiceps
Figure 1. Cladogram depicting the phylogenetic relationships (see Chiappe, 1995) of the aviantaxa cited in the text.
226 A. Chinsamy et al.
representing a volant bird, and that of two diving birds (which are also capable of
¯ight), the red throated loon (Gavia stellata) and the black necked grebe (Podicepsnigricollis).
The bone samples were prepared for thin sectioning according to the method-
ology outlined in Chinsamy & Raath (1992). The thin sections were examined
using polarised and transmitted light microscopy. Quantitative measurements
were made using Sigma Scan image measurement software (Jandel Scienti®c Soft-
ware).
3. Results
3.1. Hesperornis regalisIn transverse section, the femur exhibited a thick compact bone wall and a rather
small medullary cavity (Figure 2A). The maximum thickness of the compacta is
5.2 mm. This cannot be re¯ected as a percentage of the diameter because of
post-mortem distortion. Accurate measurements of the medullary cavity were also
not possible because of compaction.
The margin of the medullary cavity is distinctly resorptive in nature. Volkman's
canals are clearly present and extend radially from the medullary cavity into the
compacta. A number of large erosion cavities are located just internal to the
medullary cavity. Neither cancellous tissue, nor compacted coarse cancellous tis-
sue is present. The compacta is richly vascularised and consists of a large number
of primary osteons within the woven bone framework of the ®bro-lamellar bone
tissue (Figure 2B). The blood vessels tend to be mainly perpendicular to the long
axis of the bone, though some radial and reticular arrangements also occur, as
well as a number of enlarged vascular cavities. Some of these cavities have a
narrow layer of centripetally deposited lamellar bone, which indicates that Haver-
sian reconstruction had already begun. Some completely formed secondary
osteons occur nearer the medullary cavity.
The histology of the distal femoral fragment (KUVP 123108) is fairly similar to
that of the midshaft femoral fragment (KUVP 2289). The orientation of the
blood vessels in the sections of distal fragment are, however, predominately reti-
cular. A relatively thick compact bone wall surrounds a small medullary cavity
which is devoid of any cancellous tissue. Erosion cavities are present in the peri-
medullary region and the margin of the medullary cavity is resorptive. Secondary
osteons tend to be located near the medullary cavity, but some more peripherally
located ones can be seen. In a more distal section of KUVP 123108 some cancel-
lous bone tissue was located around the medullary cavity.
3.2. Ichthyornis victorThe humeral fragment in transverse section revealed a thin layer of compact
bone surrounding the medullary cavity (Figure 3A). In this specimen, as in the
Hesperornis specimens above, distortion prevented detailed measurements of the
cross sectional dimensions of the bone. However, the thickness of the bone wall
varied between 0.55 mm ÿ1.00 mm.
The compacta consists of an uninterrupted ®bro-lamellar bone tissue which has
numerous blood vessels embedded in the woven bone matrix (Figure 3B). The
vessels are mainly longitudinally arranged primary osteons. Some radial and cir-
cumferential anastomoses occur. No secondary osteons were observed. Large ero-
sion spaces are visible around the medullary cavity.
Bone microstructure of Hesperornis and Ichthyornis 227
Figure 2. Cross sections of a femur (KUVP 2289) of Hesperornis regalis. A, shows the relatively thickcompact bone wall. The compacta is highly vascularised, consisting of mainly longitudinallyorientated vascular canals. Scale bar � 500 �m. B, higher magni®cation of framed region of Ashowing a large number of primary osteons, and some secondary osteons. Scale bar � 250 �m.
228 A. Chinsamy et al.
Figure 3. Transverse section of a humerus (KUVP 2294) of Ichthyornis victor. A, shows the relativelythin compact bone wall which has a few large cavities present. The bone is highly vascularised byprimary vascular canals. The medullary cavity (M) is lined by a narrow layer of lamellar bone.Scale bar � 250 �m. B, higher magni®cation of the framed region in A showing the richly vascu-larised periosteal bone and the narrow band of endosteal lamellar bone which lines the medullarycavity. Scale bar � 100 �m.
Bone microstructure of Hesperornis and Ichthyornis 229
3.3. Cretaceous loonIn transverse section (TTU P 9265; Figure 4), the average bone wall thickness of the
loon is 37% of the diameter of the bone. This bone wall is substantially thicker than
in the modern loon, Gavia stellata, where the bone wall thickness is only 15% of the
cross sectional diameter of the bone. This thick compacta is highly vascularised by
both primary and secondary osteons which lie in a woven bone matrix of ®bro-lamel-
lar bone tissue. The secondary osteons are mainly located in the mid-compacta and
near the margin of the medullary cavity (Figure 3B). Several large erosion cavities
are also present near the margin of the medullary cavity. The medullary margin is
lined by lamellated tissue which has a number of Volkman's canals.
3.4. Aptenodytes forsteri (Emperor penguin) and Spheniscus demerus (Humboldtpenguin)The bone microstructure of both penguins is fairly similar (Figures 5, 6) and are
dealt with simultaneously. In transverse section, both penguins display a relatively
thick, dense compact bone wall surrounding a small medullary cavity. The thick-
est region of the compacta in the Emperor penguin amounted to 5.4 mm, repre-
senting 33% of the cross sectional diameter, while in the Humboldt penguin the
bone wall measured 2.6 mm, or 31% of the cross sectional diameter.
In both penguins the compacta is highly vascularised. Longitudinally oriented
primary and secondary osteons are located in the woven bone framework of the
®bro-lamellar bone tissue. The most peripheral part of the compacta, in both
species, consists of a layer of lamellar bone with osteocytes arranged in parallel
(Figures 5A, 6A).
In the Emperor penguin, a number of large cancellous spaces occur around the
medullary cavity, while none occur in the Humboldt penguin. Only one large ero-
sion cavity was observed in the Humboldt penguin and this clearly contained sec-
ondary centripetal deposits of lamellar bone. In both penguins the medullary
cavity was lined by a layer of lamellated bone, containing Volkman's canals that
radiated into the compacta.
4. Discussion
Hesperornis, the Cretaceous loon, and the penguins show similarities in their bone
structure which can be directly attributable to their diving lifestyles. In all of these
diving birds, the bone wall is relatively thick (BuffreÂnil & Shoevaert, 1989). It is
reasonable to assume that this increase in bone mass allowed the birds to over-
come buoyancy during dives. Conversely, Ichthyornis, like other volant birds (such
as pigeons), has a relatively thin bone wall. This drastic reduction in the amount
of bone compacta may be related to lightening of the skeleton as an adaptation
for ¯ight. A number of large erosion spaces are also located within Ichthyorniscompacta, which probably further reduce the weight of the limb. It is notable that
in the extant red throated loon (Gavia stellata) and black necked grebe (Podicepsnigricollis), which are diving birds that are also capable of ¯ight, the relative bone
wall thickness is intermediate between the situation in ¯ightless diving birds and
that of birds adapted for both ¯ying and diving. In the modern loon and grebe,
the bone wall thickness is respectively 15% and 16% of the cross sectional diam-
eter. The Cretaceous loon has a substantially thickened bone wall as compared to
these modern birds that are capable of both ¯ight and diving. It is suggested that
230 A. Chinsamy et al.
Figure 4. Transverse section of a femur (TTU P 9265) of the Cretaceous loon. A, shows the thickcompact bone wall which is highly vascularised by a reticular type of orientation of bloodvessels. Some secondary osteons are visible. A, centripetally deposited lamellar bone tissue linesthe medullary cavity. Scale bar � 250 �m. B, shows the primary vascular canals embedded in awoven bone matrix. Scale bar � 100 �m.
Bone microstructure of Hesperornis and Ichthyornis 231
this extinct loon may have been ¯ightless or, if it ¯ew at all, may not have been a
strong ¯ier.
The peripheral lamellated bone seen in the penguins, and the extensive devel-
opment of secondary osteons, indicates that they were adults. Unlike the penguins,
both of the Niobrara fossil birds lack peripheral lamellar bone, suggesting that the
fossil birds which we examined are subadults. In Ichthyornis, the medullary cavity is
lined with lamellated bone suggesting that medullary expansion had occurred.
Figure 5. Cross section of the femur of a Spheniscus demerus (Humboldt penguin). A, shows thethick, highly vascularised bone wall. The peripheral layer of lamellar bone (arrow) has ¯attened,parallel-arranged osteocytes. M indicates the medullary cavity. Scale bar � 200 �m. B, is a highermagni®cation of the bracketed area in A and shows several primary osteons. Scale bar � 80 �m.
232 A. Chinsamy et al.
4.1. Physiological implicationsWhen lines of arrested growth were ®rst reported in Patagopteryx and the Enan-
tiornithine birds, it was proposed that these birds were physiologically unlike
modern birds since they were incapable of sustained rapid growth (Chinsamy et
al., 1994, 1995). Hesperornis and Ichthyornis show no evidence of cyclical growth
as in extant ornithurines. Even the Emperor penguin, a bird that is severely
Figure 6. Cross sections of the Aptenodytes forsteri (Emperor penguin). A, low magni®cation showingthe thick, highly vascularised compact bone wall of the femur, and a thin layer of lamellar boneat the periphery. Scale bar � 280 �m. B, higher magni®cation of bracketed area in A showing thereticular and longitudinal primary osteons, and also some secondary osteons. Scalebar � 200 �m.
Bone microstructure of Hesperornis and Ichthyornis 233
stressed during the breeding season, shows no observable histological change in
its bone.
We propose that Hesperornis and Ichthyornis were capable of a rapid sustained
growth, as in modern birds, which may have been associated with an endothermic
physiology. This is in contrast to the more primitive non-ornithurine birds Pata-gopteryx and the Enantiornithines. The lack of any continental deposits in the
Late Niobrara Chalk suggests that these sediments were deposited far offshore
(Feduccia, 1996). This implies that the hesperornithiforms and ichthyornithi-
forms found in these deposits were capable of venturing into the open seas
(Feduccia, 1996). An endothermic physiology would have facilitated such long
distance forays.
5. Conclusions
We draw the following conclusions from our study of Hesperornis and Ichthyornis:The bone microstructure re¯ects the locomotory capabilities of birds (aquatic vs
aerial locomotion). Extinct diving birds, Hesperornis, and the Cretaceous loon
exhibit distinct thickening of their bone walls. Ichthyornis has thin, lightweight
bones, which may represent an adaptation for ¯ight. The lack of lines of arrested
growth in these Cretaceous ornithurine birds (Hesperornis, Ichthyornis, and the
Cretaceous loon), implies that they were capable of rapid sustained growth. They
were physiologically more advanced than the non-ornithurine Patagopteryx and
the Enantiornithines.
Acknowledgements
We thank Luis Chiappe, American Museum of Natural History, New York, and
Phillipa Haarhoff, South African Museum, Cape Town for discussion. Sankar
Chatterjee, Texas Technical University is thanked for providing the Cretaceous
loon specimen for thin sectioning. The extant bird samples were provided by the
South African Museum, Cape Town, and the Ornithology Department, San
Diego State University, San Diego, USA. Clive Booth, Kholeka Mvumvu, and
Kerwin von Willigh provided technical assistance. Paul Barret and Luis Chiappe
reviewed this manuscript and are thanked for their constructive comments. This
research was supported by the National Science Foundation (NSF) EAR 95±
06694 and by the Foundation for Research Development (FRD), South Africa.
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