Uniqueness of primate forelimb posture during quadrupedal locomotion

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Uniqueness of Primate Forelimb Posture During Quadrupedal Locomotion SUSAN G. LARSON, 1 * DANIEL SCHMITT, 2 PIERRE LEMELIN, 2 AND MARK HAMRICK 3 1 Department of Anatomical Sciences, State University of New York at Stony Brook, Stony Brook, New York 11794-8081 2 Department of Biological Anthropology and Anatomy, Duke University Medical Center, Durham, North Carolina 27710 3 Department of Anthropology, Kent State University, Kent, Ohio 44242 ABSTRACT Among the characteristics that are thought to set primate quadrupedal locomotion apart from that of nonprimate mammals are a more protracted limb posture and larger limb angular excursion. However, kine- matic aspects of primate or nonprimate quadrupedal locomotion have been documented in only a handful of species, and more widely for the hind than the forelimb. This study presents data on arm (humerus) and forelimb pos- ture during walking for 102 species of mammals, including 53 nonhuman primates and 49 nonprimate mammals. The results demonstrate that pri- mates uniformly display a more protracted arm and forelimb at hand touch- down of a step than nearly all other mammals. Although primates tend to end a step with a less retracted humerus, their total humeral or forelimb angular excursion exceeds that of other mammals. It is suggested that these features are components of functional adaptations to locomotion in an arboreal habi- tat, using clawless, grasping extremities. Am J Phys Anthropol 112:87–101, 2000. © 2000 Wiley-Liss, Inc. The form of quadrupedalism displayed by primates differs from that of nonprimate mammals in a variety of ways (Vilensky, 1987, 1989; Larson, 1998). Among these dif- ferences are large limb angular excursions (Alexander and Maloiy, 1984), brought about in part by a more protracted position of the limb at touchdown (Reynolds, 1987). These generalizations regarding limb pos- ture and excursion, however, are based mainly on observations for the hind limb, and for very limited samples of either pri- mates (Reynolds, 1987; Demes et al., 1990) or nonprimates (McMahon, 1975, 1984). Al- though a more protracted limb posture and larger angular excursion have been as- sumed to also characterize the primate fore- limb (e.g., Schmitt et al., 1994), relatively little comparative data exist in support of this supposition (for review, see Larson, 1998). To explore the generality of this claim, the present study was undertaken to survey forelimb posture and excursion dur- ing quadrupedal walking across the primate order, as well as for a variety of nonprimate mammals. METHODS Forelimb positional data were derived from videotapes of captive animals taken at the following zoos and research centers: Brookfield Zoo, Chicago, IL; Bronx Zoo, New York, NY; Cleveland Zoo, Cleveland, OH; Pittsburgh Zoo, Pittsburgh, PA; San Diego Zoo; San Diego, CA; Duke Primate Center, Durham, NC; Primate Locomotion Labora- tory, Stony Brook, NY; and Laboratoire Grant sponsor: L.S.B. Leakey Foundation; Grant sponsor: NSF; Grant numbers: BCS 9806291, SBR-9320237, SBR- 9318750. *Correspondence to: Susan G. Larson, Department of Anatom- ical Sciences, State University of New York at Stony Brook, Stony Brook, NY 11794-8081. E-mail: [email protected] Received 3 June 1999; accepted 13 January 2000. AMERICAN JOURNAL OF PHYSICAL ANTHROPOLOGY 112:87–101 (2000) © 2000 WILEY-LISS, INC.

Transcript of Uniqueness of primate forelimb posture during quadrupedal locomotion

Uniqueness of Primate Forelimb Posture DuringQuadrupedal Locomotion

SUSAN G. LARSON,1* DANIEL SCHMITT,2 PIERRE LEMELIN,2AND MARK HAMRICK3

1Department of Anatomical Sciences, State University of New York atStony Brook, Stony Brook, New York 11794-80812Department of Biological Anthropology and Anatomy, Duke UniversityMedical Center, Durham, North Carolina 277103Department of Anthropology, Kent State University, Kent, Ohio 44242

ABSTRACT Among the characteristics that are thought to set primatequadrupedal locomotion apart from that of nonprimate mammals are a moreprotracted limb posture and larger limb angular excursion. However, kine-matic aspects of primate or nonprimate quadrupedal locomotion have beendocumented in only a handful of species, and more widely for the hind thanthe forelimb. This study presents data on arm (humerus) and forelimb pos-ture during walking for 102 species of mammals, including 53 nonhumanprimates and 49 nonprimate mammals. The results demonstrate that pri-mates uniformly display a more protracted arm and forelimb at hand touch-down of a step than nearly all other mammals. Although primates tend to enda step with a less retracted humerus, their total humeral or forelimb angularexcursion exceeds that of other mammals. It is suggested that these featuresare components of functional adaptations to locomotion in an arboreal habi-tat, using clawless, grasping extremities. Am J Phys Anthropol 112:87–101,2000. © 2000 Wiley-Liss, Inc.

The form of quadrupedalism displayed byprimates differs from that of nonprimatemammals in a variety of ways (Vilensky,1987, 1989; Larson, 1998). Among these dif-ferences are large limb angular excursions(Alexander and Maloiy, 1984), broughtabout in part by a more protracted positionof the limb at touchdown (Reynolds, 1987).These generalizations regarding limb pos-ture and excursion, however, are basedmainly on observations for the hind limb,and for very limited samples of either pri-mates (Reynolds, 1987; Demes et al., 1990)or nonprimates (McMahon, 1975, 1984). Al-though a more protracted limb posture andlarger angular excursion have been as-sumed to also characterize the primate fore-limb (e.g., Schmitt et al., 1994), relativelylittle comparative data exist in support ofthis supposition (for review, see Larson,1998). To explore the generality of thisclaim, the present study was undertaken to

survey forelimb posture and excursion dur-ing quadrupedal walking across the primateorder, as well as for a variety of nonprimatemammals.

METHODS

Forelimb positional data were derivedfrom videotapes of captive animals taken atthe following zoos and research centers:Brookfield Zoo, Chicago, IL; Bronx Zoo, NewYork, NY; Cleveland Zoo, Cleveland, OH;Pittsburgh Zoo, Pittsburgh, PA; San DiegoZoo; San Diego, CA; Duke Primate Center,Durham, NC; Primate Locomotion Labora-tory, Stony Brook, NY; and Laboratoire

Grant sponsor: L.S.B. Leakey Foundation; Grant sponsor:NSF; Grant numbers: BCS 9806291, SBR-9320237, SBR-9318750.

*Correspondence to: Susan G. Larson, Department of Anatom-ical Sciences, State University of New York at Stony Brook,Stony Brook, NY 11794-8081.E-mail: [email protected]

Received 3 June 1999; accepted 13 January 2000.

AMERICAN JOURNAL OF PHYSICAL ANTHROPOLOGY 112:87–101 (2000)

© 2000 WILEY-LISS, INC.

d’Ecologie Generale, CNRS/Unite de Re-cherche 1183, Brunoy, France. Most of thevideotapes were recorded by one of the au-thors (S.G.L.) with a hand-held PanasonicAG 195 camcorder equipped with an elec-tronic shutter (1/500 sec) at 60 fields/sec.Additional video was recorded by P.L. usinga tripod-mounted Sony HandyCam Super8-mm camcorder, and by M.H. using a tri-pod-mounted Panasonic PV 900 camcorder.In most cases the subjects were 5 or moremeters from the camera, minimizing paral-lax problems (Plagenhoef, 1979; Winter,1990). Video analysis was performed on aPanasonic AG-6300 VCR, using frame-by-frame playback (30 frames/sec) to identifysteps in which the subject was traveling in arelatively straight path, approximately per-pendicular to the line of sight of the camera.Only walking gaits were analyzed of stepson substrates inclined no more than 20° tothe horizontal.

Video images were imported into a 486microcomputer with a PC-Vision1 videoframe grabber board, and digitized forquantitative analysis with Java Video Anal-ysis computer software from Jandel Scien-tific (Sausalito, CA). The orientation of thearm (shoulder to elbow) and the entire fore-limb (shoulder to contact point) relative tothe trunk (shoulder to hip) at hand touch-down and liftoff were digitized, as well asthe inclination of the trunk relative to hor-izontal and the orientation of the substrate.The angles of the humerus and forelimb rel-ative to a line perpendicular to the sub-strate passing through the shoulder joint athand touchdown and lift-off were later com-puted trigonometrically. As no significantdifferences were found between steps onhorizontal substrates compared to theslightly inclined or declined substrates (20°or less), all steps for a species were pooledand limb angles are described as being rel-ative to a vertical line passing through theshoulder joint.

Given the nature of the data source, itwas not possible to control for speed or sub-strate type, or to correct for any out-of-planemotion. In addition, it should be empha-sized that none of the zoo subjects wereshaved to help identify joint centers. Whilebony landmarks indicating joint positions

can in most cases be easily identified onlarger animals, the fur of very small sub-jects tends to obscure such landmarks.These data, then, are at best approxima-tions of limb posture kinematics. However,as an indication of the accuracy of thesemethods, arm angle data at hand touch-down and liftoff collected here for two pri-mate species, Chlorocebus aethiops andSaimiri sciureus, were compared to infor-mation published by Vilensky and Gan-kiewicz (1990) and Vilensky et al. (1994)1

acquired under more controlled laboratoryconditions. In all cases, the published val-ues fell within one standard deviation of ourspecies means.

Video data were collected on 95 quadru-pedal mammalian species. Data on an addi-tional 7 species of nonprimate mammalswere derived from the literature (see Table1) to yield a total of 102 species, including 53primates and 49 nonprimates. The nonpri-mate sample included 4 marsupials, 7 ro-dents, 23 carnivores, 13 ungulates, 1 hyrax,and 1 tupiid. Since the latter two were thesole representatives of their orders, for sim-plicity of comparisons, they were groupedwith the rodents because of their similarbody size and form. The primate sampleincluded 10 lorisoids, 7 lemuroids, 14 ceboidspecies, 18 cercopithecoids, and 4 homi-noids. All nonprimate species were withinthe size range of nonhuman primates (60g–160 kg).

An effort was made to digitize at least10 steps from every species, but this wasnot always possible.2 Mean values for limbangles for each species were grouped intoorders. Since limb excursion angles arepotentially correlated to body size (McMa-hon, 1975, 1984), differences betweenmammalian orders were analyzed withANCOVAs, using the General Linear Mod-els Procedure of SAS (SAS Institute, Cary,NC, 1988), with the angle of interest beingthe dependent y-variable, and body sizebeing the independent x-variable (Sokaland Rohlf, 1981). The procedure computed

1In both cases, published values were estimated from graphs.2The number of steps analyzed from the videotapes is

included in Table 1.

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TABLE 1. List of species studied

Species Common name Body size (kg)1 No. of steps analyzed

Primates2

CheirogaleidsCheirogaleus major Greater dwarf lemur 0.40 31Cheirogaleus medius Fat-tailed dwarf lemur 0.28 22Microcebus murinus Gray mouse lemur 0.12 27Mirza coquereli Coquerel’s dwarf lemur 0.31 18

GalagidsGalago senegalensis Senegal bushbaby 0.19 9Otolemur garnetti Small-eared greater bushbaby 0.76 66

LorisidsLoris tardigradus Slender loris 0.19 31Nycticebus coucang Slow loris 0.65 21Nycticebus pygmaeus Pygmy slow loris 0.42 30Perodicticus potto Potto 1.10 23

LemuridsEulemur coronatus Crowned lemur 1.65 7Eulemur fulvus Brown lemur 2.21 39Eulemur macaco Black lemur 2.44 62Eulemur mongoz Mongoose lemur 1.62 26Hapalemur griseus Gentle lemur 0.94 40Lemur catta Ring-tailed lemur 2.21 28Varecia variegata Ruffed lemur 3.49 38

CebidsAotus trivirgatus Owl monkey 0.77 21Cebuella pygmaea Pygmy marmoset 0.12 3Cebus albifrons White-fronted capuchin 2.73 10Cebus apella Tufted capuchin 3.08 15Saguinus geoffroyi Geoffroy’s tamarin 0.49 3Saguinus midas Golden-handed tamarin 0.54 5Saimiri sciureus Squirrel monkey 0.72 12

AtelidsAlouatta caraya Black howler monkey 5.37 3Alouatta seniculus Red howler monkey 5.95 26Aletes belzebuth Long-haired spider monkey 8.07 11Ateles paniscus Black spider monkey 8.77 14Callicebus moloch Dusky titi monkey 0.99 5Lagothrix lagothricha Woolly monkey 7.15 14Pithecia pithecia White-faced saki 1.76 15

CercopithecinesCercocebus galeritus Tana River mangabey 7.40 18Cercopithecus ascanius Red-tailed monkey 3.31 5Cercopithecus diana Diana monkey 4.55 19Cercopithecus lhoesti L’Hoest’s monkey 4.71 2Cercopithecus mitis Blue monkey 6.09 26Cercopithecus neglectus De Brazza’s monkey 5.74 1Chlorocebus aethiops Vervet monkey 3.62 27Erythrocebus patas Patas monkey 9.45 23Macaca fascicularis Long-tailed macaque 4.48 17Macaca mulatta Rhesus macaque 9.90 26Mandrillus sphinx Mandrill 22.25 29Miopithecus talapoin Talapoin monkey 1.25 13Papio anubis Olive baboon 19.20 20

ColobinesColobus angolens Angolan colobus monkey 8.62 7Nasalis lavartus Proboscis monkey 20.40 7Pygathrix nemaeus Douc langur 9.72 9Trachypithecus cristata Silvered leaf monkey 6.18 4Trachypithecus francoisi Francois’ leaf monkey 7.52 3

PongidsGorilla gorilla Lowland gorilla 121.00 21Pan paniscus Bonobo 38.20 4Pan troglodytes Chimpanzee 53.00 21Pongo pygmaeus Orangutan 57.00 18

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(continued)

an adjusted mean (least squares mean) foreach order, in which the effect of body sizehas been accounted for. In addition, thestandard errors of the adjusted means,

and pairwise comparisons of statisticaldifferences between means, were calcu-lated. A similar procedure was performedon primate species grouped into families

TABLE 1. Continued

Species Common name Body size (kg)1 No. of steps analyzed

CarnivoresAcinonyx jubatus Cheetah 53.50 10Ailuris fulgens Red panda 4.00 11Arctictis binturong Binturong 11.50 8Canis familiaris3 Domestic dog 11.25Cryptoprocta ferox Fossa 9.50 6Eira barbara Grey-headed tayra 4.50 9Felis caracal Caracal 16.00 26Felis catus4 Domestic cat 3.50Felis silvestris Wild cat 5.50 3Felis wiedii Margay 6.50 2Hyaena hyaena Striped hyaena 40.00 15Martes flavigula Yellow-throated marten 2.50 2Mephitis mephitis Striped skunk 1.75 1Mungos mungo Banded mongoose 1.60 11Mustela putorius5 European polecat 0.90Nasua nasua Brown coati 4.00 5Neofelis nebulosa Clouded leopard 19.50 3Panthera onca Jaguar 85.00 12Panthera pardus Leopard 60.00 11Procyon lotor Racoon 6.50 2Suricata suricatta Meerkat 0.79 10Tremarctos ornatus Spectacled bear 100.00 24Vulpes corsac Corsac fox 5.50 7

MarsupialsCaluromys philander Woolly opossum 0.30 10Dendrolagus matschiei Tree kangaroo 7.20 9Didelphis virginiana6 Virginia opossum 2.31Phascolarctos cinereus Koala 9.30 10

RodentsDasyprocta aguti Orange-rumped agouti 2.65 15Dinomys branickii Pacarana 12.50 2Dolichotis patagonum Patagonian cavy 12.50 6Heterohyrax brucei5,7 Gray hyrax 1.20Hydrochaeris hydrochaeris Capybara 50.50 1Mesocricetus auratus5 Golden hamster 0.10Myoprocta acouchy Acouchy 0.95 3Rattus norvegicus5 Brown rat 0.50Tupaia glis7 Tree shrew 0.17 3

UngulatesCapricornis crispus Japanese serow 75.00 5Damaliscus dorcas Blesbok 91.50 6Gazella dama Mhorr’s gazelle 57.50 7Gazella dorcas Dorcas gazelle 17.50 9Gazella soemmerringi Soemmering’s gazelle 42.00 1Madoqua guentheri Guenther’s dik dik 4.60 5Muntiacus muntjac Muntjac 16.00 2Neotragus moschatus Suni 6.50 5Odocoileus virginianus Deer 150.00 4Ovis vignei Transcapian urial 50.00 10Rangifer tarandus Reindeer 95.50 4Saiga tatarica Saiga antelope 47.00 10Sylvicapra grimmia Gray duiker 18.50 2

1 Mean body sizes for species taken from the literature (average of male and female if reported separately). Sources: Macdonald(1984a,b); Nowak (1991); Smith and Jungers (1997).2 Taxonomy after Fleagle (1999).3 Data from Nomura et al. (1966) and Tokuriki (1973).4 Data from Miller and Van der Meche (1975) and English (1978a,b).5 Data from Jenkins (1971).6 Data from Jenkins and Weijs (1979).7 Hyraxes and tree shrews are not rodents but members of the orders Hyracoidea and Scandentia, respectively. However, to simplifycomparisons, they were grouped with the rodents because of their similar size and body form.

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or subfamilies to explore for differencesacross the order.

RESULTS

Figure 1 shows the angle of the humerusat touchdown relative to body size acrossthe sample. The angles are expressed rela-tive to a vertical line through the shoulder:positive values reflect a humerus that isahead of vertical, and negative numbers re-flect a humerus that is positioned behindvertical. It is clear that at any body size,nonhuman primates have a more protractedhumerus than any nonprimate mammal,with the interesting exception, Caluromysphilander, being an arboreal marsupial.The koala (Phascolarctos cinereus), anotherarboreal marsupial, also approaches the pri-mate range.

For ease of comparison, Figure 2 presentsa graph of just the group means for protrac-

tion angle at touchdown, retraction angle atliftoff, and total angular excursion of thehumerus and of the entire forelimb for eachof the mammalian groups. The positivetouchdown angle of the humerus of pri-mates stands in marked contrast and is sig-nificantly different from those of the othermammalian groups (Table 2). Primate hu-meri are also less retracted at liftoff thanthose of other mammalian groups, andagain this difference is statistically signifi-cant. Even though primates do not retracttheir humeri as far as other mammaliangroups during a step, the total excursion ofthe arm is still significantly greater thanthat of all other mammalian groups exceptthe marsupials.

The excursion angles of the forelimb re-flect how these differences in humeral ex-cursion affect the motion of the entire limb.Although all mammals display a protracted

Fig. 1. Mean humeral touchdown angle plottedagainst mean body size (see Table 1) for each species.Angles are described relative to a vertical line passingthrough the shoulder to the substrate. Positive valuesdenote a humerus positioned in front of the vertical;negative values reflect a position behind the vertical.Primates are represented by circles, marsupials bystars, carnivores by triangles, rodents (including thehyrax and tree shrew) by squares, and ungulates by

diamonds. Primates display larger humeral protractionangles than almost any other mammal. The notableexceptions are the woolly opossum, Caluromys philan-der, which is an arboreal, small-bodied species showingother convergences with primates in hand and foot pro-portions (Lemelin, 1996, 1999), and the koala, Phasco-larctos cinereus, which also occupies an arboreal habi-tat.

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forelimb at touchdown since the forefootmust land ahead of the shoulder to preventthe animal from falling forward, the degreeof forelimb protraction at touchdown isagain significantly greater in primates.There are no significant differences betweenany of the groups in the degree of forelimbretraction at liftoff; however, the total angu-lar excursion of the forelimb is still larger inprimates compared to the other mammaliangroups (statistically different for all exceptthe marsupials).

Figure 3 displays a schematic representa-tion of these differences in limb postureacross mammals. The cartoons are drawn asif the animals are all the same size andshare equal total limb lengths (humerus 1forearm length). However, the relative pro-portions of the proximal to distal limb seg-ment lengths have been adjusted to morerealistically portray the limbs of cursorilyadapted species (carnivores and ungulates)and noncursorial species (marsupials and

rodents). In each case, the small dark trian-gle represents humeral excursion, and thelighter triangle is total forelimb excursion.The distal limb segment was simply drawnto connect the distal end of the humerus tothe line representing the forelimb angle,and therefore, elbow angles should not betaken as necessarily accurate. The positionof the liftoff foot above the substrate is likelydue to unaccounted-for scapular motion,which unfortunately could not be docu-mented in this study. As illustrated in Fig-ure 3, not only do primates utilize largerhumeral and forelimb excursion angles, buttheir limb excursion is more nearly symmet-ric around a vertical line from the shoulderto the substrate.

Having shown that primates as a groupdiffer from other mammalian groups, it isalso important to consider whether there isvariation in these postural characteristicswithin primates. Figure 4 displays meanhumeral and forelimb angles for the pri-

Fig. 2. Raw mean humeral and forelimb excursionangles for all mammalian groups sampled. Angles areexpressed relative to a vertical line passing through theshoulder. Total humeral excursion angle (TOTAL-HUM) equals humeral touchdown angle (TD-HUM)

plus the absolute value of humeral liftoff angle (LO-HUM). Similarly, total forelimb excursion angle(TOTAL-LIMB) equals forelimb touchdown angle (TD-LIMB) plus the absolute value of forelimb liftoff angle(LO-LIMB). See text for further discussion.

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mate sample sorted by families (with thetwo subfamilies of cercopithecoids also sep-arated). The families are arranged fromsmallest to largest average body size,3 sug-gesting some influence of overall size on hu-meral excursion, with a pattern of decreas-

ing degree of protraction and retraction ofthe humerus at touchdown and liftoff lead-ing to smaller total humeral excursion asaverage body size increases. However, it isclear that in all primate families, the hu-merus touches down in a protracted position(see Table 3). Despite these differences inhumeral excursion angles, forelimb excur-sion angles appear fairly uniform across pri-mates, especially limb angle at touchdown.While there is some indication of decreasing

3Average body size for the lemurids actually exceeds that ofthe cebids sampled here, but they were put in reverse order inFigure 4 so that the lemurids could be more directly comparedwith the other prosimian families, and the cebids could be com-pared to the atelids.

TABLE 2. Raw and least square means for sample species grouped into orders

TD-HUM MEAN LSMEANStd err

LSMEANProbability level for H0: LSMEAN(i) 5 LSMEAN(j )

Marsupials Rodents Ungulates Primates

Primate 28.07 28.06 1.44Carnivores 27.08 27.08 2.12 Carnivores 0.2281 0.0039 0.0001 0.0001Marsupials 20.34 20.37 5.10 Marsupials 0.0026 0.0001 0.0001Rodents 220.05 220.06 3.84 Rodents 0.0010 0.0001Ungulates 237.30 237.23 3.15 Ungulates 0.0001

LO-HUM MEAN LSMEANStd err

LSMEANProbability level for H0: LSMEAN(i) 5 LSMEAN(j )

Marsupials Rodents Ungulates Primates

Primates 256.82 255.08 1.67Carnivores 266.25 266.78 2.45 Carnivores 0.5743 0.1577 0.0783 0.0002Marsupials 273.13 270.39 5.91 Marsupials 0.6232 0.5606 0.0138Rodents 275.30 274.03 4.45 Rodents 0.9318 0.0001Ungulates 267.04 274.53 3.65 Ungulates 0.0001

TOTAL-HUM MEAN LSMEANStd err

LSMEANProbability level for H0: LSMEAN(i) 5 LSMEAN(j )

Marsupials Rodents Ungulates Primates

Primates 84.89 83.14 2.00Carnivores 59.17 59.71 2.94 Carnivores 0.1822 0.3494 0.0001 0.0001Marsupials 72.78 70.02 7.08 Marsupials 0.0725 0.0002 0.0762Rodents 55.25 53.97 5.33 Rodents 0.0191 0.0001Ungulates 29.73 37.30 4.37 Ungulates 0.0001

TD-HUM MEAN LSMEANStd err

LSMEANProbability level for H0: LSMEAN(i) 5 LSMEAN(j )

Marsupials Rodents Ungulates Primates

Primates 34.73 33.97 0.76Carnivores 25.74 25.91 1.12 Carnivores 0.4631 0.3582 0.0003 0.0001Marsupials 26.87 23.51 3.04 Marsupials 0.9975 0.1527 0.0012Rodents 23.69 23.50 2.35 Rodents 0.0825 0.0001Ungulates 16.03 18.46 1.62 Ungulates 0.0001

LO-HUM MEAN LSMEANStd err

LSMEANProbability level for H0: LSMEAN(i) 5 LSMEAN(j )

Marsupials Rodents Ungulates Primates

Primates 237.79 237.08 0.95Carnivores 237.33 237.53 1.39 Carnivores 0.8256 0.3616 0.0379 0.7916Marsupials 240.03 238.42 3.77 Marsupials 0.4210 0.1708 0.7305Rodents 234.81 234.57 2.91 Rodents 0.5480 0.4136Ungulates 229.44 232.42 2.01 Ungulates 0.0471

TOTAL-HUM MEAN LSMEANStd err

LSMEANProbability level for H0: LSMEAN(i) 5 LSMEAN(j )

Marsupials Rodents Ungulates Primates

Primates 72.09 70.96 1.37Carnivores 63.08 63.44 2.00 Carnivores 0.7969 0.2520 0.0005 0.0027Marsupials 66.90 61.94 5.44 Marsupials 0.5744 0.0802 0.1095Rodents 58.50 58.07 4.20 Rodents 0.1633 0.0044Ungulates 45.47 50.87 2.90 Ungulates 0.0001

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limb retraction angle and decreasing totalexcursion with increasing body size, the dif-ferences are small, and most are not statis-tically significant.

DISCUSSION

The video data analyzed here were col-lected under less than ideal conditions.Nonetheless, the results suggest that thedifferences between primates and nonpri-mate mammals are so large that even theseinexact techniques reveal meaningful infor-mation. All quadrupedal primates begin awalking step with a protracted humerusand retract the limb through a large angu-lar excursion as the step proceeds. This con-trasts sharply with the either vertical orretracted position of the humerus at touch-down and smaller excursion angles of mostother quadrupedal mammals. While thesestatements are broadly true across pri-mates, there is some variability within the

order, and these differences certainly meritfurther study. However, analysis of moresubtle kinematic differences requiresgreater uniformity in variables such as sub-strate type and speed, and are thereforeprobably best pursued in a more controlledlaboratory setting.

The protracted position of the humerus inprimates results in a more obtuse glenohu-meral joint angle, and thus a more verticallyaligned scapula and humerus. This is incontrast to a more acute glenohumeral an-gle and more crouched posture of most othernoncursorial mammals. Scapular and hu-meral alignment increases the effectivelength of the limb and augments the alreadyrelatively long limb bone segments (femur,tibia, humerus, and ulna) of primates (Alex-ander et al., 1979). Since limb length andlimb angular excursion are directly relatedto stride length, one might propose that thecombination of a long forelimb with large

Fig. 3. Schematic representations of limb posturesin different mammalian groups constructed from meanhumeral and forelimb excursion angles. In all cartoons,body size and total forelimb length (proximal 1 distalsegments) are equal. However, the relative proportionsof the proximal and distal segments have been adjustedto better reflect typical limb proportions in different

mammalian groups. Larger, lightly shaded trianglesrepresent total forelimb excursion, i.e., the differencebetween forelimb touchdown angle and forelimb liftoffangle. Smaller, darkly shaded triangles similarly rep-resent total humeral excursion. See text for furtherdiscussion.

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Fig. 4. Raw mean humeral and forelimb excursion angles for primates sorted into families, with thecercopithecoids separated into subfamilies Cercopithecinae and Colobinae (taxonomic sorting taken fromFleagle, 1999). Groups are arranged from smallest to largest average body size with the exception of thelemurids and cebids, which are switched in order to make more direct comparisons with other membersof their superfamilies. See text for discussion.

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TABLE 3. Raw and least square means for primate families or subfamilies

TD-HUM MEAN LSMEANStd err

LSMEANProbability level for H0: LSMEAN(i) 5 LSMEAN(j )

Gala Loris Lem Ceb Atel Cerco Col Pon

Cheirogaleids 38.00 38.24 2.84 Chei 0.5858 0.3862 0.1619 0.0087 0.0015 0.0001 0.0017 0.0091Galagids 40.62 40.85 3.95 Gala 0.2131 0.0953 0.0088 0.0022 0.0001 0.0022 0.0060Lorisids 34.61 34.83 2.84 Loris 0.6654 0.0847 0.0190 0.0003 0.0185 0.0313Lemurids 33.14 33.33 2.15 Lem 0.1268 0.0236 0.0001 0.0234 0.0407Cebids 28.54 28.75 2.18 Ceb 0.3959 0.0147 0.3442 0.1783Atelids 26.02 26.10 2.26 Atel 0.1436 0.8783 0.3260Cercopithecines 22.02 22.06 1.53 Cerco 0.2300 0.7318Colobines 25.62 25.59 2.46 Col 0.3535Pongids 21.55 20.08 5.40

LO-HUM MEAN LSMEANStd err

LSMEANProbability level for H0: LSMEAN(i) 5 LSMEAN(j )

Gala Loris Lem Ceb Atel Cerco Col Pon

Cheirogaleids 274.63 273.01 4.08 Chei 0.9393 0.0411 0.1445 0.0257 0.0002 0.0001 0.0001 0.0036Galagids 275.12 273.53 5.67 Gala 0.0795 0.2198 0.0655 0.0021 0.0006 0.0001 0.0059Lorisids 262.84 261.27 4.08 Loris 0.3793 0.9499 0.0871 0.0320 0.0051 0.0707Lemurids 266.96 265.66 3.10 Lem 0.3386 0.0041 0.0004 0.0001 0.0187Cebids 263.04 261.58 3.12 Ceb 0.0416 0.0082 0.0013 0.0549Atelids 252.86 252.59 3.24 Atel 0.7630 0.1518 0.3265Cercopithecines 251.38 251.10 2.19 Cerco 0.1689 0.3692Colobines 248.09 245.28 3.53 Col 0.8481Pongids 233.34 243.66 7.75

TOTAL-HUM MEAN LSMEANStd err

LSMEANProbability level for H0: LSMEAN(i) 5 LSMEAN(j )

Gala Loris Lem Ceb Atel Cerco Col Pon

Cheirogaleids 112.64 111.25 4.80 Chei 0.6985 0.0261 0.0414 0.0009 0.0001 0.0001 0.0001 0.0001Galagids 115.75 114.38 6.68 Gala 0.0282 0.0449 0.0024 0.0001 0.0001 0.0001 0.0001Lorisids 97.45 96.10 4.79 Loris 0.6228 0.3273 0.0054 0.0001 0.0003 0.0060Lemurids 100.10 98.99 3.65 Lem 0.0886 0.0003 0.0001 0.0001 0.0018Cebids 91.58 90.33 3.68 Ceb 0.0270 0.0004 0.0012 0.0170Atelids 78.88 78.39 3.82 Atel 0.2609 0.1907 0.1599Cercopithecines 73.40 73.16 2.58 Cerco 0.6429 0.3354Colobines 70.70 70.87 4.16 Col 0.4762Pongids 54.89 63.75 9.13

TD-LIMB MEAN LSMEANStd err

LSMEANProbability level for H0: LSMEAN(i) 5 LSMEAN(j )

Gala Loris Lem Ceb Atel Cerco Col Pon

Cheirogaleids 39.03 38.94 2.25 Chei 0.4836 0.8405 0.2991 0.8985 0.3377 0.0030 0.0573 0.0319Galagids 36.36 36.28 3.13 Gala 0.3881 0.9530 0.4088 0.9811 0.1183 0.4836 0.1199Lorisids 39.65 39.57 2.25 Loris 0.2077 0.9326 0.2405 0.0015 0.0361 0.0238Lemurids 36.14 36.07 1.71 Lem 0.2101 0.9603 0.0178 0.2591 0.0832Cebids 39.39 39.32 2.02 Ceb 0.2462 0.0009 0.0328 0.0236Atelids 36.23 36.20 1.79 Atel 0.0193 0.2485 0.0696Cercopithecines 30.98 30.96 2.02 Cerco 0.3566 0.4187Colobines 33.09 33.10 1.94 Col 0.2160Pongids 26.75 27.26 4.25

LO-LIMB MEAN LSMEANStd err

LSMEANProbability level for H0: LSMEAN(i) 5 LSMEAN(j )

Gala Loris Lem Ceb Atel Cerco Col Pon

Cheirogaleids 248.17 247.85 2.63 Chei 0.0502 0.2860 0.0413 0.2742 0.0004 0.0007 0.0001 0.0019Galagids 239.31 238.99 3.65 Gala 0.2624 0.5980 0.2367 0.3587 0.6058 0.0114 0.0910Lorisids 244.29 243.97 2.62 Loris 0.3788 0.9754 0.0105 0.0222 0.0001 0.0103Lemurids 241.41 241.14 2.00 Lem 0.3289 0.0399 0.0909 0.0001 0.0235Cebids 244.38 244.08 2.35 Ceb 0.0061 0.0123 0.0001 0.0084Atelids 235.25 235.12 2.08 Atel 0.4667 0.0189 0.0815Cercopithecines 237.03 236.96 1.41 Cerco 0.0011 0.0811Colobines 227.55 227.58 2.27 Col 0.9927Pongids 225.53 227.53 4.96

TOTAL-LIMB MEAN LSMEANStd err

LSMEANProbability level for H0: LSMEAN(i) 5 LSMEAN(j )

Gala Loris Lem Ceb Atel Cerco Col Pon

Cheirogaleids 87.20 87.77 4.26 Chei 0.1136 0.5793 0.0711 0.4391 0.0063 0.0003 0.0001 0.0026Galagids 75.67 75.25 5.92 Gala 0.2524 0.7684 0.3010 0.5632 0.2522 0.0434 0.0654Lorisids 83.94 83.52 4.25 Loris 0.2279 0.8484 0.0279 0.0023 0.0002 0.0062Lemurids 77.55 77.21 3.24 Lem 0.2819 0.2079 0.0227 0.0017 0.0224Cebids 82.85 82.46 3.82 Ceb 0.0321 0.0020 0.0002 0.0070Atelids 71.48 71.32 3.38 Atel 0.4084 0.0399 0.0779Cercopithecines 68.00 67.92 2.29 Cerco 0.1030 0.1363Colobines 60.64 60.68 3.68 Col 0.5149Pongids 52.28 54.91 8.05

angular excursion is for the purpose of in-creasing relative stride length, which has1indeed been documented for nonhumanprimates(Vilensky,1980;AlexanderandMa-loiy, 1984; Reynolds, 1987). However, whatadvantage long stride length offers pri-mates has remained unclear.

Stride length times the rate of strideequals speed, and therefore, animals pre-sumably may change either or both toachieve different speeds. Since primates userelatively low stride frequencies (Alexanderet al., 1979; Reynolds, 1987), long stridelength may be a compensation to maintainspeed. Indeed, Demes et al. (1990) arguedthat at least in lorisids, long stride length isa more effective way of achieving higherwalking speeds in an arboreal habitat pre-cisely because it does not entail high stridefrequency. Fast, high-frequency gaits pro-duce steeply rising, relatively high peakforces that could cause significant branchsway, which is both dangerous and energy-costly. In addition, lorisids search for preyand avoid predators by being cryptic; thus,long, low-frequency strides that minimizebranch swaying motions also avoid alertingeither predator or prey.

However, most primates are not cryptic,and while there is continuing debate aboutwhether the locomotor mode of the ancestraleuprimate emphasized “grasp-leaping” (e.g.,Martin, 1972; Szalay and Delson, 1979; Sza-lay and Dagosto, 1980; Dagosto, 1988; Gebo,1989), vertical clinging and leaping (Napierand Walker, 1967), or arboreal, quadrupe-dal walking and running (e.g., Godinot andJouffroy, 1984; Ford, 1988), there is littlethat suggests a form of cautious quadrupe-dalism as in lorisids. In this context, whatadvantage do forelimb protraction, large an-gular excursion, and limb elongation offerbesides increased stride length?

Limb elongation, at least, is seen in othermammals such as many carnivores and un-gulates. The elongation observed in theseforms, usually grouped together as cursors,has been brought about by lengthening thedistal elements of the limb, including thefingers (Alexander et al., 1979). Distal elon-gation is generally viewed as a means ofreducing the inertial properties of the limbby concentrating mass proximally, thereby

making it easier to swing the limb forwardand increasing running efficiency (Smithand Savage, 1956; Hildebrand, 1988). How-ever, in so doing, these animals have sacri-ficed any ability to grasp with their hands orfeet. Alternatively, those mammalian spe-cies that have retained more grasping ex-tremities tend to have relatively shorterlimbs.

By lengthening the proximal and inter-mediate limb segments, primates haveevolved the unique combination of relativelylong limbs with grasping extremities. Ac-cording to most proposals that have beenoffered to explain the origins of primates,the evolution of clawless grasping extremi-ties is related to travel and foraging in asmall-branch arboreal setting (Cartmill,1972, 1974, 1992; Garber, 1980; Rasmussen,1990; Sussman, 1991; Hamrick, 1998; for acontrary view, see Soligo and Muller, 1999).Is there any reason why elongated limbsand a more protracted forelimb postureshould also be associated with this environ-ment? We suggest that reaching out withclawless, grasping hands in a small-branchsetting forms the foundation for the distinc-tive primate forelimb posture during walk-ing. It is interesting to note in this contextthat one nonprimate species that displays adegree of humeral protraction within theprimate range, Caluromys philander, alsouses grasping extremities to travel and for-age in a small-branch setting, and showsother convergences in hand and foot propor-tions to cheirogaleid primates (Lemelin,1996, 1999). Similarly, the species display-ing the next closest forelimb protraction an-gle to that of primates is the koala (Phasco-larctos cinereus), also an arboreal, climbing-adapted marsupial.

To travel or forage in an arboreal small-branch habitat using clawless, graspinghands, an animal must be able to reach outprecisely to gain a secure grip on a particu-lar branch or object. This is especially trueof the climbing and scrambling forms of lo-comotion usually associated with the small-branch milieu. Nonstereotypical forelimbmotion demands versatility in the neuralcontrol of limb movement, and as Georgopo-lulos and Grillner (1989) have shown, thisentails a greater degree of supraspinal con-

FORELIMB POSTURE IN QUADRUPEDAL PRIMATES 97

trol4 of forelimb movements. They also re-port that the corticospinal input involved incorrect positioning of the forelimbs duringlocomotion is the same as that involved inforelimb manipulatory movements. Geor-gopolulos and Grillner (1989) propose thatthe ability to use the forelimb for manipu-lation evolved from the ability to accuratelyposition the limb during locomotion.

It follows that as supraspinal control ofprecise locomotor forelimb positioning de-veloped, so did fine control of forelimb move-ment for foraging and manipulation. How-ever, use of the forelimb for foraging,manipulation, and nonstereotypical locomo-tor motions also depends on enhanced mo-bility at the forelimb joints to increase therange of motion of the limb. Larson (1998)pointed out that increasing the mobility ofjoints generally can only be accomplished atthe expense of stability, and cannot developif the forelimbs are subjected to large dis-ruptive locomotor forces. She suggested thatmany of the distinctive characteristics ofprimate quadrupedal locomotion can be re-lated to mechanisms that primates utilize toattenuate the disruptive forces to which theforelimbs are subjected. Among these mech-anisms are alteration of muscle recruitmentpatterns (Larson and Stern, 1989, Vilenskyand Larson, 1989; Larson, 1998), greaterreliance on the hind limbs than the fore-limbs for both support and propulsion(Kimura et al., 1979; Kimura, 1985; Reyn-olds, 1985; Demes et al., 1992, 1994), anduse of a more compliant gait (Schmitt, 1995,1998, 1999).

A compliant gait is characterized by sub-stantial limb yield (joint flexion duringstance phase) during a step, longer steplength, and longer contact time compared toa stiffer walk. The mechanics of compliantgait have been described in detail elsewhere(Alexander, 1977, 1992; Taylor, 1985; Mc-Mahon, 1985; McMahon et al., 1987; Blick-han, 1989; Farley et al., 1993; Schmitt,1995, 1998, 1999), and will only be brieflysummarized here. Long step length andlong contact time reduce peak stresses act-

ing on the limb by increasing the time overwhich they develop. While it has often beenpostulated that primates crouch when walk-ing on branches to lower their center ofmass to better maintain balance (e.g.,Napier, 1967; Grand, 1968a,b, 1984;Fleagle, 1978; Morbeck, 1979; Cartmill,1985), Schmitt (1995, 1998, 1999) has docu-mented that this crouch is brought about ina compliant manner by increasing elbowyield during support phase, which also in-creases contact time. In addition, elbowyield helps reduce vertical oscillations of thebody’s center of mass, giving it a lower, flat-ter trajectory (Schmitt, 1995, 1998). We sug-gest that initial limb protraction also lowersthe body’s center of mass at the beginning ofa step. More importantly, beginning a stepwith the forelimb in a protracted positionand then having it pass through a largeangular excursion has the effect of furtherincreasing step length and contact time.Thus the combination of elbow yield associ-ated with a compliant gait, and initial limbprotraction, work together to produce acrouching posture that is critical for main-taining balance and stability on a branch, aswell as reducing the tendency to causebranch sway. They thereby augment the in-creased stabilization brought about directlyby increased contact time (Cartmill, 1985;Demes et al., 1990; Schmitt, 1995, 1998,1999). Finally, it should be noted that somekinetic advantage may derive from initiallimb protraction alone. McMahon et al.(1987) have demonstrated that by changingthe “angle of attack” of a limb, a protractedlimb position at touchdown reduces verticallanding speed and vertical stiffness of thebody, which attenuates some of the forcesassociated with impact.

Thus the unique characteristics of pri-mate forelimb posture during walking ob-served here can be seen as integral compo-nents of several mechanisms that helpreduce disruptive locomotor forces on fore-limb joints, as well as increase security onsmall branches. However, current consen-sus suggests that the earliest primates werevery small, perhaps mouse size (Martin,1972; Cartmill, 1974; Dagosto and Ter-ranova, 1992; Rose, 1995; for a contraryview, see Soligo and Muller, 1999), and it is

4Uncomplicated locomotion on an even surface is believed tobe controlled largely by the spinal cord in most animals.

98 S.G. LARSON ET AL.

unclear just how disruptive locomotor forcesmight be on the forelimb joints of such smallanimals. Therefore, the development of suchthings as a compliant gait may have notoccurred until later in primate evolution,when larger species began to appear. Aslarger species evolved, however, adoption ofthese stabilizing and force reducing mecha-nisms would have been facilitated by preex-isting forelimb elongation and protractionthat had already evolved as functional ad-aptations to reaching out and securing gripsin the discontinuous small-branch habitat.

In order to determine the validity of theseproposals, it would be useful to know whena more protracted humeral posture andlarger angular excursion first appeared inthe evolution of primates. However, answer-ing this question depends on being able toidentify morphological correlates of thesepostural features. To this end, an investiga-tion is currently underway (by S.G.L.) toidentify traits of the scapula and proximalhumerus distinguishing primates from non-primates that could be indicative of use of amore protracted humerus in early eupri-mates. Documentation of the appearanceand distribution of such features in eupri-mate fossils will hopefully help us to betterunderstand the early evolution and radia-tion of primates.

CONCLUSIONS

Primates are distinguished from mostother mammals in displaying a more pro-tracted forelimb posture and greater fore-limb angular excursion during quadrupedalwalking. We propose that these uniquecharacteristics can be related to several in-terconnected selective factors that were in-volved in the successful occupation and ra-diation of primates in the arboreal small-branch niche.

In order to effectively travel and forage ina discontinuous, complex small-branch en-vironment, early primates needed to be ableto reach out and achieve a secure grip on abranch or a food object. This selected notonly for clawless grasping extremities, butalso for greater cortical control of forelimbmovements. Limb elongation might alsobeen advantageous in this context. As corti-cal control of the forelimb for locomotion

increased, so did forelimb manipulatoryabilities improve, thus enhancing manualforaging. The increasing versatility in fore-limb use would be augmented by greatermobility in forelimb joints to increase therange of motion. Greater joint mobility, inturn, would select for mechanisms that re-duced the disruptive forces experienced byforelimb joints during locomotion, especiallyas species with larger body sizes evolved.These mechanisms could take advantage ofthe somewhat increased limb length andforward range of motion of the forelimb as-sociated with reaching out for a secure grip,to begin a step with the limb in a moreprotracted position, and thereby increasinglimb excursion as well as augmenting steplength and contact time. These changes ingait would have the added advantages ofincreasing stability on small branches andreducing dangerous and energy-costlybranch sway. Further increases in the de-gree of forelimb protraction and limb elon-gation associated with these gait changesmight in turn improve the ability to reachout with the forelimb to move and forage inthe small-branch habitat.

ACKNOWLEDGMENTS

This study is based on videotape of ani-mals at the following institutions: Brook-field Zoo, Chicago, IL; Bronx Zoo, New York,NY; Cleveland Zoo, Cleveland, OH; Pitts-burgh Zoo, Pittsburgh, PA; San Diego Zoo,San Diego, CA; Duke Primate Center,Durham, NC; Primate Locomotion Labora-tory, Stony Brook, NY; and Laboratoired’Ecologie Generale, CNRS/Unite de Re-cherche 1183, Brunoy, France. P.L. thanksDrs. Martine Atramentowicz, Jean-PierreGasc, and Francoise K. Jouffroy, who as-sisted him in videotaping Caluromys phi-lander in France. This research was sup-ported by grants from the L.S.B. LeakeyFoundation to S.G.L. and M.H., and byNSF grants BCS 9806291 to S.G.L., SBR-9320237 to M.H., and SBR-9318750 to P.L.

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