Talocrural joints of the African apes, modern humans, and A.L.288-1 are compared in order to investigate ankle function in the Hadar hominids. Comparisons between the hominids and African pongids clearly illustrate the anatomical and mechanical changes that occurred in this joint as a consequence of the evolutionary transition to habitual bipedality. Features which are considered include the obliquity of the distal tibial articular surface, the shape of the talar trochlea, and the location and functional implications of the talocrural axis. In every functionally significant feature examined the A.L.288-1 talocrural joint is fully bipedal. Moreover, the Hadar ankle complex also shows the functional constraints which are necessarily imposed by the adaptation to habitual bipedalism.
MAK-VP-1/1, a proximal femur recovered from the Maka Sands (ca. 3.4 mya) of the Middle Awash, Ethiopia, and attributed to Australopithecus afarensis, is described in detail. It represents the oldest skeletal evidence of locomotion in this species, and is analyzed from a morphogenetic perspective. X-ray, CT, and metric data are evaluated, using a variety of methods including discriminant function. The specimen indicates that the hip joint of A. afarensis was remarkably like that of modern humans, and that the dramatic muscle allocation shifts which distinguish living humans and African apes were already present in a highly derived form in this species. Its anatomy provides no indication of any form of locomotion save habitual terrestrial bipedality, which very probably differed only trivially from that of modern humans.
Contiguous high resolution computed tomography images were obtained at a 1.5 mm slice thickness perpendicular to the neck axis from the base of the femoral head to the trochanteric line in a sample of 10 specimens each of Homo sapiens, Pan troglodytes, and Gorilla gorilla, plus five specimens of Pan paniscus. Superior, inferior, anterior, and posterior cortical thicknesses were automatically measured directly from these digital images. Throughout the femoral neck H. sapiens displays thin superior cortical bone and inferior cortical bone that thickens distally. In marked contrast, cortical bone in the femoral neck of African apes is more uniformly thick in all directions, with even greater thickening of the superior cortical bone distally. Because the femoral neck acts as a cantilevered beam, its anchorage at the neck-shaft junction is subjected to the highest bending stresses and is the most biomechanically relevant region to inspect for response to strain. As evinced by A.L. 128-1, A.L. 211-1 and MAK-VP-1/1, Australopithecus afarensis is indistinguishable from H. sapiens, but markedly different from African apes in cortical bone distribution at the femoral neck-shaft junction. Cortical distribution in the African ape indicates much greater variation in loading conditions consistent with their more varied locomotor repertoire. Cortical distribution in hominids is a response to the more stereotypic loading pattern imposed by habitual bipedality, and thin superior cortex in A. afarensis confirms the absence of a significant arboreal component in its locomotor repertoire.
Homo sapiens is unique among extant hominoids in displaying a univertebral articular pattern for the first rib; that is, the head of the first rib articulates only with the body of the first thoracic vertebra. All other hominoids, indeed virtually all other mammals, display a bivertebral pattern; that is, the head of the first rib articulates with the bodies of both the seventh cervical and the first thoracic vertebrae, as well as the intervening disk. Two fossil hominid partial first ribs, A.L. 288-lax and A.L. 333-118, show that the univertebral pattern was fully established in the hominid lineage by the appearance of Australopithecus afarensis. Four hypotheses, based in functional anatomy, can be postulated for the evolution of the univertebral pattern: (1), it increases the volume (via increased length) of the neck, which could, in turn, compensate for the functional loss of the laryngeal sac systems in hominid vocalization; (2), it is a consequence of the more barrel-shaped thorax in hominids; (3), it is a consequence of functional modifications in the hominid shoulder girdle; and/or (4), it is a consequence of modifications in hominid first rib motion while breathing in an upright stance. Fossil evidence supports all but the first hypothesis, and most strongly supports the third. However, evidence for the first hypothesis does suggest that the evolution of descent of the upper respiratory system in the hominid lineage may have been permitted by the presence of the univertebral pattern, while the reverse is probably not true. Furthermore, fossil evidence for the third hypothesis shows that, by the appearance of A. afarensis, the hominid upper limb had been freed from locomotor constraints, which concomitantly confirms full adaptation to upright posture. Thus, because of their potential relationship with upright posture, the two remaining hypotheses (i.e., "thoracic shape" and "first rib movement during breathing") also have support from the fossil evidence.
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