Abstract

Many derived aspects of modern human axial skeletal morphology reflect our reliance on obligate bipedal locomotion. Insight into the adaptive significance of features, particularly in the spine, has been gained through experimental studies that induce bipedal standing or walking in quadrupedal mammals. Using an experimental animal model (Rattus norvegicus), the present study builds on earlier work by incorporating additional metrics of the cranium, employing quantitative methods established in the paleoanthropological literature, and exploring how variation in mechanical loading regimes impacts axial anatomy. Rats were assigned to one of five experimental groups, including "fully loaded bipedal walking," "partially loaded bipedal walking," "standing bipedally," "quadrupedal walking," and "no exercise control," and engaged in the behavior over 12-weeks. From μCT data obtained at the beginning and end of the experiment, we measured foramen magnum position and orientation, lumbar vertebral body wedging, cranial surface area of the lumbar and first sacral vertebral bodies, and sacral mediolateral width. Results demonstrate that bipedal rodents generally have more anteriorly positioned foramina magna, more dorsally wedged lumbar vertebrae, greater articular surface areas of lumbar and first sacral vertebral bodies, and sacra that exhibit greater mediolateral widths, compared to quadrupedal rodents. We further document variation among bipedal loading behavior groups (e.g., bipedal standing vs. walking). Our experimental animal model reveals how loading behaviors and adaptations may be specifically linked, and implicates a potential role for developmental plasticity in the evolutionary acquisition of bipedal adaptations in the hominin lineage. Anat Rec, 2018. © 2018 American Association for Anatomy.

Highlights

  • Modern humans employ one of the most unusual forms of locomotion found among extant terrestrial vertebrates – obligate striding bipedalism

  • We provide background and specific predictions for how we expect differences in mechanical loading to translate to changes in six axial skeletal features, including 1) foramen magnum position, 2) foramen magnum orientation, 3) lumbar vertebral body dorsal wedging, cranial surface area of the 4) penultimate lumbar and 5) first sacral vertebral bodies, and 6) mediolateral sacral breadth

  • The results of this study support our hypotheses that axial skeletal morphology would differ among loading behavior groups in our experimental animal model

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Summary

Introduction

Modern humans employ one of the most unusual forms of locomotion found among extant terrestrial vertebrates – obligate striding bipedalism. Compared to non-human apes, modern humans have lumbar vertebrae showing a gradual increase in zygapophyseal interfacet spacing and coronal orientation (moving cranial to caudal) to resist compressive and ventral shearing forces, postzygapophyses that project beyond the body’s inferior centrum, relatively larger articular joint surfaces (e.g., body, zygapophyseal) to dissipate increasing axial compressive forces and facilitate transmission of body weight to the lower limbs, and, a mediolaterally wider sacrum with more marked insertions on the upper lateral angles for the lumbosacral and sacroiliac ligaments that partly serve to resist excessive nutation (i.e., anterior rotation of the promontory) or translation (Broca, 1872; Topinard, 1890; Dart, 1925; Schultz, 1953; Davis, 1961; Robinson, 1972; Stern Jr and Susman, 1983; Abitbol, 1987b, 1987a; Jungers, 1988; Lovejoy, 1988; Abitbol, 1989; Jungers, 1991; Latimer and Ward, 1993; Shapiro, 1993a; Shapiro, 1993b; Sanders, 1998; Aiello and Dean, 2002; Lovejoy, 2005; Whitcome et al, 2007; Kapandji, 2008). The axial skeleton is a region of special interest to researchers interested in tracking the evolutionary process of “bipedalization” in our lineage, from the hominin-panin last common ancestor to members of the genus Homo that exhibit modern human-like body proportions (e.g., Homo ergaster; Bramble and Lieberman, 2004; Collard and Wood, 2015)

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