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In phylogenetics, the crown group of a collection of species consists of the living representatives of the collection together with their ancestors back to their last common ancestor as well as all of that ancestor's descendants. It is thus a clade, a group consisting of a species and all its descendants.
The name was given by Willi Hennig, the formulator of phylogenetic systematics, as a way of classifying living organisms relative to extinct ones. Though formulated in the 1970s, the term was not commonly used until its reintroduction in the 2000s by Graham Budd and Sören Jensen.
Contents of the crown group
It is not necessary for a species to have living descendants in order for it to be included in the crown group. Extinct side branches on the family tree that are descended from the last common ancestor of living members will still be part of a crown group. For example, if we consider the crown-birds (i.e. all extant birds and the rest of the family tree back to their last common ancestor), extinct side branches like the dodo or great auk are still descended from the last common ancestor of all living birds, so fall within the bird crown group. One very simplified cladogram for birds is shown below:
In this diagram, the clade labelled "Neornithes" is the crown group of birds: it includes the ancestor of all living birds and its descendants, living or not. Although considered to be birds (i.e. members of the clade Aves), Archaeopteryx and other extinct groups are not included in the crown group, as they fall outside the Neornithes clade, being descended from an earlier ancestor.
An alternative definition does not require any members of a crown group to be extant, only to have resulted from a "major cladogenesis event". The first definition forms the basis of this article.
Often, the crown group is given the designation "crown-", to separate it from the group as commonly defined. Both birds and mammals are traditionally defined by their traits, and contain fossil members that lived before the last common ancestors of the living groups or, like the mammal Haldanodon, were not descended from that ancestor although they lived later. Crown-Aves and Crown-Mammalia therefore differ slightly in content from the common definition of Aves and Mammalia. This has caused some confusion in the literature.
Other groups under the crown group concept
The cladistic idea of strictly using the topography of the phylogenetic tree to define groups, necessitates other definitions than crown groups to adequately define commonly discussed fossil groups like various Burgess Shale fauna. Thus, a host of prefixes have been defined to describe various branches of the phylogenetic tree relative to extant organisms.
A pan-group or total group is the crown group and all organisms more closely related to it than to any other extant organisms. In a tree analogy, it is the crown group and branch back to (but not including) the split with the closest branch to have living members. The Pan-Aves thus contain the living birds and all (fossil) organisms more closely related to birds than to crocodilians (their closest living relatives). The phylogenetic lineage leading back from Neornithes to the point where it merges with the crocodilian lineage, along with all side branches, constitutes pan-birds. In addition to non-crown group primitive birds like Archaeopteryx, Hesperornis and Confuciusornis, therefore, pan-group birds would include all dinosaurs and pterosaurs as well as an assortment of non-crocodilian animals like Marasuchus.
A stem group is a paraphyletic group composed of a pan-group or total-group, above, minus the crown group itself (and therefore minus all living members of the pan-group). This leaves primitive relatives of the crown groups, back along the phylogenetic line to (but not including) the last common ancestor of the crown group and their nearest living relatives. It follows from the definition that all members of a stem group are extinct. The "stem group" is the most used and most important of the concepts linked to crown groups, as it offers a purely phylogenetic route to classify fossils that otherwise do not fit into systematics based on living organisms.
The crown-and-stem group concept was first mooted in 1979.
Stem birds perhaps constitute the most cited example of a stem group, as the phylogeny of this group is fairly well known. The following cladogram, based on Benton (2005), illustrates the concept:
stem group birds
crown group birds
The crown group here is Neornithes, all modern bird lineages back to their last common ancestor. The closest living relatives of birds are crocodilians. If we follow the phylogenetic lineage leading to Neornithes to the left, the line itself and all side branches belong to stem-birds until the lineage merges with that of the crocodilians. In addition to non-crown group primitive birds like Archaeopteryx, Hesperornis and Confuciusornis, stem-group birds include the dinosaurs and the pterosaurs. The last common ancestor of birds and crocodilians—the first crown group archosaur—was neither bird nor crocodilian and possessed none of the features unique to either. As the bird stem group evolved, distinctive bird features such as feathers and hollow bones appeared. Finally, at the base of the crown group, all traits common to extant birds were present.
Stem mammals are those in the lineage leading to living mammals, together with side branches, from the divergence of the lineage from the Sauropsida to the last common ancestor of the living mammals. This group includes the mammal-like reptiles as well as mammaliaforms like the morganucodonts and the docodonts; the latter groups have traditionally and anatomically been considered mammals even though they fall outside the crown group mammals.
Stem arthropods constitute a group that has seen attention in connection with the Burgess Shale fauna. Several of the finds, including the enigmatic Opabinia and Anomalocaris have some, though not all features associated with arthropods, and are thus considered stem arthropods. The sorting of the Burgess Shale fauna into various stem groups finally enabled phylogenetic sorting of this enigmatic assemblage, and also allowed for identifying velvet worms as the closest living relatives of arthropods.
Stem priapulids are other early Cambrian to middle Cambrian faunas, appearing in Chengjiang to Burgess Shale. The genus Ottoia has more or less the same build as modern priapulids, but phylogenetic analysis indicates that it falls outside the crown-group, making it a stem priapulid.
The name plesion has a long history in biological systematics, and plesion group has acquired several meanings over the years. One use is as "nearby group" (plesion means close to in Greek), i.e. sister group to a given taxon, whether that group is a crown group or not. the term may also mean a group, possibly paraphyletic, defined by primitive traits (i.e. symplesiomorphies).
In phylogenetic nomenclature, the term has been interpreted as derived from plesiomorphy, meaning a primitive character. Though the exact meaning varies, it is generally taken to mean a side branch splitting off earlier on the phylogenetic tree than group in question.
Palaeontological significance of stem- and crown groups
Placing fossils in their right order in a stem group allows the order of these acquisitions to be established, and thus the ecological and functional setting of the evolution of the major features of the group in question. Stem groups thus offer a route to integrate unique palaeontological data into questions of the evolution of living organisms. Furthermore, they show that fossils that were considered to lie in their own separate group because they did not show all the diagnostic features of a living clade, can nevertheless be related to it by lying in its stem group. Such fossils have been of particular importance in considering the origins of the tetrapods, mammals, and animals.
The application of the stem group concept also radically reformed the interpretation of the organisms of the Burgess shale. Their classification in stem groups to extant phyla, rather than in phyla of their own, made the Cambrian explosion much easier to understand without invoking unusual evolutionary mechanisms.
Stem-groups in systematics
As originally proposed by Karl-Ernst Lauterbach, stem-groups should be given the prefix "stem" (i.e. Stem-Aves, Stem-Arthropoda), however the crown group should have no prefix. The latter has not been universally accepted for known groups. A number of paleontologists have opted to apply this approach anyway.
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