This codebook.txt file was generated on 2017-11-20 by Katie Wilson ------------------- GENERAL INFORMATION ------------------- 1. Title of Dataset: Phylogenetic character matrix for Mortoniella (Trichoptera: Glossomatidae) 2. Author Information Principal Investigator Contact Information Name: Blahnik, Roger J Institution: University of Minnesota Address: Email: blahn003@umn.edu Associate or Co-investigator Contact Information Name: Holzenthal, Ralph W Institution: Address: Email: holze001@umn.edu 3. Date of data collection (single date, range, approximate date): 2017-11-20 to 2017-11-20 4. Geographic location of data collection (where was data collected?): N/A 5. Information about funding sources that supported the collection of the data: N/A -------------------------- SHARING/ACCESS INFORMATION -------------------------- 1. Licenses/restrictions placed on the data: Attribution-NonCommercial 3.0 United States 2. Links to publications that cite or use the data: Revision of the northern South American species of Mortoniella Ulmer, 1906 (Trichoptera: Glossosomatidae: Protoptilinae). Insecta Mundi, in press 3. Links to other publicly accessible locations of the data: None 4. Links/relationships to ancillary data sets: None 5. Was data derived from another source? If yes, list source(s): None 6. Recommended citation for the data: Blahnik, Roger J.; Holzenthal, Ralph W(2017). Phylogenetic character matrix for Mortoniella (Trichoptera: Glossomatidae). Retrieved from the Data Repository for the University of Minnesota, http://hdl.handle.net/11299/191069. Show simple item record --------------------- DATA & FILE OVERVIEW --------------------- 1. File List A. Filename: Mortoniella.txt Short description: Phylogenetic character matrix for the caddisfly (Trichoptera) genus Mortoniella. 2. Relationship between files: N/A 3. Additional related data collected that was not included in the current data package: N/A 4. Are there multiple versions of the dataset? Yes/No No If yes, list versions: Name of file that was updated: i. Why was the file updated? ii. When was the file updated? Name of file that was updated: i. Why was the file updated? ii. When was the file updated? -------------------------- METHODOLOGICAL INFORMATION -------------------------- 1. Description of methods used for collection/generation of data: 2. Methods for processing the data: Phylogenetic analysis was conducted under both parsimony and Bayesian optimality criteria. Parsimony was implemented using PAUP*, version 4.0 (Swofford 2003) and used a model in which all characters were equally weighted and unordered. Gaps were treated as missing data and variable characters treated as uncertainty. Because Protoptila fell within the ingroup in an initial analysis, the ingroup, Mortoniella, was also constrained to be monophyletic. A heuristic search was used, using the TBR swapping algorithm, random addition sequence, and 100 repetitions. Bayesian analysis was carried out using MrBayes, version 3.2.1 (Huelsenbeck and Ronquist 2001). The model used allowed all characters to follow a gamma distribution. The number of chains was set to 4, parallel runs to 2, and a sampling frequency of 100 was used. The average standard deviation of split frequencies was used to determine when convergence was reached (< .010). The first 20% of trees were discarded as burnin, with 184,410 trees retained from the two runs. The tree presented represents a majority rule consensus tree, with posterior probabilities of 50% or greater indicated. 3. Instrument- or software-specific information needed to interpret the data: Convert to .nex file format and open in PAUP, Mesquite, or other phylogenetic analysis application. 4. Standards and calibration information, if appropriate: N/A 5. Environmental/experimental conditions: N/A 6. Describe any quality-assurance procedures performed on the data: N/A 7. People involved with sample collection, processing, analysis and/or submission: N/A ----------------------------------------- DATA-SPECIFIC INFORMATION FOR: Mortoniella.txt ----------------------------------------- 1. Number of variables: 159 taxon \ 112 characters 2. Number of cases/rows: 3. Missing data codes: ?: Missing -: Standard gap 4. Variable List 1. Spur formula 0 0:4:4 1 0:3:4 2. Forewing (color) 0 light or medium brown 1 brownish-black (fuscous) 2 golden-orange 3. Forewing (wing bars-number) 0 0 or 1 (often incomplete) at usual anastamosis 1 with 2 bars 4. Forewing (wing bar-color) 0 pale yellowish or brownish (not distinctly white) 1 distinctly white 2 iridescent turquoise 5. Hind wing fork V 0 present 1 absent 6. Hind wing fork III 0 present 1 absent 7. Hind wing costal margin 0 with distinct inflection 1 without distinct inflection 2 with very pronounced inflection (apex of wing very narrow) 8. Male hind wing setation 0 without scale-like setae paralleling veins 1 with scale-like setae paralleling veins 9. Male hind wing (field of upright setae or scales) 0 absent 1 present 10. Sternum VI ventral process (relative length) 0 elongate (length 2 times width or more) 1 short (length no more than 1 1/2 times width) 11. Sternum VI ventral process (orientation) 0 posteriorly directed 1 ventrally directed 12. Sternum VI (short ventral process-shape) 0 short, subtriangular 1 short, rounded apically, retracted basally 13. Sternum VI ventral process (posterior margin) 0 not concave 1 concave 14. Female ventral gland 0 absent 1 present 15. Female tergum VI 0 with pheromone sacks 1 without pheromone sacks 16. Female tergum VII 0 with pheromone sacks 1 without pheromone sacks 17. Female sternum VII 0 without elongate setae 1 with elongate setae 18. Female tergum VIII 0 relatively unmodified 1 invaginated with tab-like projection with 2 setae 2 invaginated, but without tab-like projection 19. Female tergum VIII (mesal invagination) 0 shallow or weak 1 distinct 20. Female tergum VIII (setation of posterior margin) 0 with more or less linear row of setae 1 with clusterd setae on either side of mesal invagination 21. Female tergum IX (caudal view) 0 invaginated in middle 1 with vaulted mesal projection 2 evenly rounded, not invaginated or projecting 22. Female tergum IX (dorsomesal development) 0 nearly straight or evenly rounded 1 with distinct indentation 2 vaulted or produced 23. Female tergum IX (pockets) 0 absent 1 with pair of small, but distinct pockets 24. Female genitalia (cupped sclerite) 0 without or with short "handle" 1 with elongate "handle" 2 forming enlarged, laterally expanded sclerite 25. Female vaginal apparatus (sclerites) 0 not evident or relatively small 1 enlarged and laterally projecting 2 with quadrate ventral sclerite 26. Male tergum VIII (apodemes) 0 without distinct apodemes 1 with well-developed anterolateral apodemes 27. Male tergum VIII (length) 0 slightly expanded (normal) 1 distinctly expanded (much wider than sternum) 28. Male sternum VIII 0 unmodified 1 produced 29. Male tergum VIII-IX membrane 0 short (normal) 1 very elongate 2 ballooned and +/- textured 30. Male segment IX (anterolateral margin-development) 0 evenly rounded 1 produced in ventral half 31. Male segment IX (anterolateral lobes-dorsal separation) 0 narrowly separated dorsally (less than half width of segment) 1 widely separated dorsally (half or more width of segment) 32. Male segment IX (posterolateral margin) 0 nearly straight 1 slightly produced in dorsal half 2 distinctly, angularly produced in dorsal half 3 distinctly produced and broadly rounded 4 concave 33. Male tergum X (division) 0 entire or moderately invaginated mesally 1 membranous or completely divided mesally 34. Male tergum X (length) 0 short (subquadrate) 1 moderate (distinctly longer than wide) 2 very elongate 35. Male tergum X (apicolateral lobes) 0 relatively simple and rounded 1 forming sclerotized projection 2 absent or very reduced 36. Male tergum X apicolateral lobes (shape) 0 broadly rounded 1 elongate, acute, and arched 2 subtruncate 3 short, subacute, inset laterally 4 sclerotized, projecting, acute or subacute apically 5 converging ventrally, not meeting 6 converging and meeting ventrally, tergum apparently entire 7 simple, subtriangular 37. Male tergum X (ventromesal lobes) 0 absent or inconspicuous 1 present 38. Male tergum X (basal inflation) 0 not or only slightly inflated basally 1 distinctly inflated basally 39. Male tergum X (ventrolateral lobe) 0 rounded, projecting ventrally 1 absent or reduced 2 angulate, or with angulate seta-bearing projection 3 with crescentic apical incision 4 short, blunt, and sclerotized 5 digitate 40. Male tergum X (apicomesal deveopment) 0 nearly entire, without distinct emargination 1 with relatively deep U-shaped or V-shaped emargination 2 with very narrow slit-like emargination 3 nearly straight between apicolateral lobes 4 with distinct, shallow emargination 5 rounded and projecting mesally 6 with acute mesal projection, more dorsally produced than lateral lobes 41. Male tergum X (apicolateral lobes) 0 not inset from lateral margin 1 inset from lateral margin 42. Male tergum X (bifurcation of apex) 0 apicolateral lobe not bifurcate 1 apicolateral lobe bifurcate and sclerotized 43. Male tergum X (apicoventral lobes) 0 absent 1 present 44. Male tergum X (apicomesal projection) 0 without apicomesal projection 1 with slight apicomesal projecdtion 2 with distinct, subtriangular apicomesal projection 45. Inferior appendage (presence/absence) 0 present 1 absent (apparently) 46. Inferior appendages (mesal pockets-presence/absence) 0 absent 1 present 47. Inferior appendage mesal pocket spines (length) 0 short (usually dorsally curved) 1 elongate (dirctly subtending phallicata) 2 elongate (projecting below phallicata) 3 modeately elongate and sinuous (apparenty fused) 4 relatively elongate and strongly curved 48. Inferior appendages (shape of dorsal projection) 0 dorsal projection elongate, not recurved 1 dorsal projection elongate and apex distinctly recurved 2 dorsal projection short, rounded 3 absent 49. Inferior appendages (ventromesal development) 0 without ventromesal projection 1 with single broad symmetrical projection 2 with single narrow symmetrical projection 3 with paired symmetrical projections 4 with single asymmetrically curved projection 50. Inferior appendage asymmetric mesal process (enlargement) 0 tapering, acute 1 uniform in width, not distinctly acute apically 2 with apex distinctly enlarged 51. Inferior appendage asymmetric ventromesal process (apical scabrosisty) 0 apex without spines or scabrosity 1 apex scabrous or with small spines 52. Inferior appendage asymmetric ventromesal process (preapical inflection) 0 nearly straight, or without distinct inflection 1 with distinct preapical inflection 53. Inferior appendages (apicoventral projections) 0 absent, or nearly so 1 with acute, symmetrical apicoventral projections 2 fused to spine-like projections of mesal pocets 54. Inferior appendage fused apex (length) 0 short or moderate 1 very elongate 55. Inferior appendages (setation of dorsolateral lobe) 0 without linear array of elongate setae 1 with linear array of elongate setae 56. Parameres (basal structure) 0 membranous or absent 1 rounded and fused mesally 2 flattened and fused to dorsal margin of phallobase 57. Paramere basal segment 0 unmodified, without elongate projection 1 with 1 or more elongate projections 58. Paramere appendages (number) 0 1 pair 1 2 pairs (or more) 2 absent or membranous and vestigial 3 single (asymmetric on one side) 59. Paramere appendages (length) 0 elongate 1 intermediate 2 short 3 asymmeteric (long and short) 60. Paramere appendages (symmetry) 0 symmetric 1 asymmetric (differing in length and orientation) 61. Paramere appendages (basal fork) 0 rod-like, without basal fork 1 with basal fork 2 spiral, without basal fork 62. Paramere appendages (orientation) 0 not crossing over one another 1 crossing over one another 63. Paramere appendages (minute spines or papillae-basal or general) 0 absent 1 present 64. Paramere appendages (flattening) 0 rod-like (not or only slightly flattened) 1 distinctly flattened and strap-like 65. Paramere appendages (apical scabrosity) 0 without spines or scabrous development 1 with many short spines 2 scabrous 66. Paramere appendages (preapical widening) 0 slightly widened preapically, acute apically 1 nearly straight, without distinct preapical widening 2 widened in apical half 67. Phallobase (dorsal apodeme) 0 absent (or inconspicuous) 1 present, short 2 present, very enlarged 68. Phallobase (length) 0 moderate 1 very short 69. Phallobase appendages (presence/absence) 0 absent 1 present 70. Phallobase appendages (length) 0 short 1 long 71. Phallobase appendages (apex) 0 membranous 1 with setal brush 72. Phallobase appendages (apical flare) 0 not flared apically 1 flared apically 73. Dorsal phallic spine (presence/absence) 0 absent 1 present 74. Dorsal phallic spine (apical bifurcation) 0 absent 1 with shallow mesal invagination (bifurcate or trifucate) 2 with very deep mesal invagination 75. Dorsal phallic spine (lateral explanation-presence/absence) 0 not or only slightly widened 1 with distinct, projecting, lateral explanation 2 entire spine distinctly flattened and widened 76. Dorsal phallic spine lateral explanations (development) 0 broad 1 narrow and wing-like 77. Dorsal phallic spine (basoventral projection) 0 absent or only slightly developed 1 rounded 2 distinctly angulate 78. Dorsal phallic spine (apicolateral margin) 0 not flared and laciniate 1 flared and laciniate 79. Dorsal phallic spine (apical narrowing) 0 apex not abruptly narrowed 1 apex abruptly narrowed and posteriorly directed 80. Dorsal phallic spine (apical flattening) 0 neither distinctly compressed or depressed 1 distinctly depressed (wider in dorsal than lateral view) 2 distinctly compressed (wider in lateral than dorsal view) 81. Dorsal phallic spine (preapical ventral projection) 0 without angulate preapical projection on ventral margin 1 with angulate preapical projection on ventral margin 82. Dorsal phallic spine (apical enlargement) 0 not distinctly enlarged (acute or rounded) 1 with compressed apical enlargement 2 with depressed apical enlargement 83. Dorsal phallic spine (apicolateral projections) 0 without small ear-like apicolateral projections 1 with small ear-like apicolateral projections 84. Dorsal phallic spine (minute apical spines) 0 absent 1 present 85. Dorsal phallic spine (ventral margin) 0 without distinct deflection before apical inflection 1 with distinct deflection before apical inflection 86. Phallicata (flattened basolateral projection) 0 absent 1 short 2 elongate and fused to inferior appendage 87. Phallicata base of ventral margin (laterally projecting lobes) 0 without laterally projecting lobes 1 with laterally projecting lobes 88. Phallicata (basodorsal development) 0 not or minimally modified 1 constricted, with raised, anville-like platform 2 with protuberant projection (articulating with dorsal spine) 89. Phallicata basodorsal protuberance 0 without lateral projections 1 with lateral projections 90. Phallicata (dorsolateral processes) 0 absent 1 paired, upright, rounded 2 paired, spine-like 91. Phallicata (rounded dorsolateral processes (inflation) 0 simple, not distinctly inflated 1 distinctly inflated 92. Phallicata (venrally projecting lobes on ventral margin) 0 without ventrally projecting lobes 1 with projecting lobes (short or elongate) 93. Phallicata (length of ventral lobe on ventral margin) 0 small or rounded 1 elongate 94. Phallicata (projection from basoventral lobes) 0 absent 1 with upright lobes 95. Phallicata ventral margin (sclerotization) 0 not forming elongate, paired sclerites 1 forming elongate, paired sclerites 96. Phallicata ventral lobes (orientation) 0 posteriorly projecting 1 retrosely developed basally, projecting apically 97. Phallicata paired ventral sclerites (length) 0 short and/or rounded 1 elongate and projecting 98. Phallicata paired ventral sclerites (relative width) 0 narrow 1 wide 99. Endophallic membrane (dorsal protuberance-presence/absence) 0 absent 1 present 100. Endophalic membrane dorsal protuberance (development) 0 membranous (simple, without minute spines) 1 membranous (with minute spines) 2 sclerotized (not spine-like) 3 sclerotized (spine-like) 101. Endophallic membrane (phallotremal spines-presence/absence) 0 not present, not evident, or not spine-like 1 sclerotized, short and spine-like 102. Endophallic membrane (ventral spines-presence/absence) 0 absent 1 present 103. Endophallic membrane ventral spines (number) 0 with single mesal spine 1 with pair of spines 104. Endophallic membrane ventral spines (development-double spines) 0 without biangulate ventral projections 1 with biangulate ventral projections 105. Endophallic membrane ventromesal spine (length-single spine) 0 short 1 moderate in length 2 elongate 106. Endophallic membrane ventromesal spine (position) 0 close to moderately separated from ventral margin of phallicata 1 nearly apical, widely separated from phallicata 107. Endophallic membrane ventromesal spine (basal widening-single spine) 0 not distinctly widened basally (gradually tapering) 1 distinctly widened basally 2 very narrow basally (and nearly straight) 108. Endophallic membrane (basodorsal spines) 0 absent or not enlarged 1 with enlarged spines 109. Endophallic membrane (sclerotized dorsal "cup") 0 absent 1 present 110. Endophallic membrane (membranous lateral projections) 0 absent 1 present 111. Endophallic membrane membranous lateral projections (number) 0 1 pair 1 2 pairs 112. Endophalic membrane lateral projections (minute spines) 0 absent 1 present