Expanded review of histogenesis of ruminant headgear

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Electronic Supplementary Material for Davis, Brakora, and Lee, “Evolution of ruminant headgear: a
review.”
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EXPANDED REVIEW OF HISTOGENESIS OF RUMINANT HEADGEAR
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Here, we enter into a much more detailed review of the state of knowledge of the
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development of ruminant headgear. Figure citations refer to those in the main paper.
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Antlers
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Antlers are unique among mammalian appendages in their ability to completely and
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periodically regenerate in adults; this fact has prompted more study of antlers than of any other
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headgear type [1-2], and the process of regeneration has been reviewed extensively [2-4]. For
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comparison with other ruminant headgear types, our review summarises the state of knowledge
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of the histogenesis and morphogenesis of primary (first-year) antlers found in red deer (Cervus
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elaphus) [2, 4-6], fallow deer (Dama dama) [7], white-tailed deer (Odocoileus virginianus) [8],
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and reindeer (Rangifer tarandus) [9].
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An antler is bony projection from the lateral crest of the frontal bone and consists of a
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core of cancellous (spongy) bone surrounded by a sleeve of compact (dense) bone. Externally
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during growth and prior to rutting, an antler is covered by skin and subcutaneous loose
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connective tissue (SLCT). Both internal and external components of an antler experience
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coordinated changes during growth, so a review of antler growth must treat the bone and skin as
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an integrated structure.
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Growth is divided into three stages. First, the stage of intramembranous ossification
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produces the initial bony outgrowth from the lateral crest to form a palpable bump (< 10 mm in
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height) called a pedicle [4-5]. This pedicle serves as the base for the primary as well as
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subsequent generations of antlers. As the name of this stage suggests, periosteal deposition of
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cancellous bone occurs by intramembranous ossification (i.e., ossification directly from a
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membrane, in this case the periosteum). During this stage, the developing pedicle is covered by
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the same type of skin and SLCT that covers the rest of the skull [4, 6]. The histology of the skin
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consists of hair follicles, arrector pilli muscles, sweat glands, and mono-lobed sebaceous glands.
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Although richly vascularised, the SLCT is generally unremarkable [6].
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Second, the stage of transitional ossification furthers pedicle elongation to the point
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where it is clearly visible (approximately 25–40 mm in height). As the name of the stage
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suggests, there is a transformation in the mode of ossification demonstrating that the mode need
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not be strictly intramembranous or endochondral as described in introductory textbooks. In fact,
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similar transformations occur in the mandibular condyle [e.g., 10], bone fracture repair [e.g., 11],
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and solitary osteochondroma formation [12]. In the growing pedicle, the apical-most periosteum
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partially transforms into perichondrium. Consequently, osteoblasts as well as chondroblasts form
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in the apical region of the growing pedicle. Apical osteoblasts deposit bony spicules (via
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intramembranous ossification) that encase clusters of chondroblasts (now chondrocytes) to form
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bony trabeculae with cores of cartilage [4-5]. Rapid apical growth and the differential ability of
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the vascular supply to keep pace with pedicle growth is the likely explanation for the clustering
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of cartilage within bone. Where vascular formation is unable to keep pace with rapid pedicle
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growth, cartilage is deposited. Conversely, where vascular formation is able to maintain pace
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with pedicle growth, bone is deposited [5]. In addition to this transitional ossification, typical
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intramembranous ossification occurs along the sides of the pedicle and progressively thickens the
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peripheral bony sleeve. Marked changes also occur in the skin and underlying SLCT. The apical-
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most skin of the pedicle thickens, sweat glands accumulate, and the sebaceous glands enlarge.
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Compression caused by rapid elongation of the pedicle somewhat flattens the normal undulatory
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interface between the epidermis and dermis (i.e., the rete apparatus) and compacts the underlying
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SLCT [6]. The coordinated transformation of the skin/SLCT and periosteum/perichondrium
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suggests the presence of molecular signalling between different tissue types (i.e., heterotypic
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signalling). In fact, pedicle elongation (and antler formation) can be completely arrested if an
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impermeable membrane is inserted between the SLCT and the periosteum before the transitional
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stage of ossification begins [13].
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Third, the stage of endochondral ossification involves the completion of the pedicle and
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the establishment of a base from which rapid growth of an antler proceeds. Rapid apical growth
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exceeds the ability of the rich vascular network to keep pace and causes the apical-most
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periosteum to completely transform into perichondrium. Elongated columns of cartilage,
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separated by highly vascularised spaces, are deposited on top of the older osseocartilaginous
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tissue. As more cartilage is deposited, the oldest and deepest cartilaginous tissues undergo
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chondroclasia (i.e., the removal of mineralised cartilage by phagocytic cells) and are remodelled
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into bony tissue much in the same way that endochondral ossification proceeds in long bones.
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The point at which growth transitions from pedicle to antler is not obvious when looking at the
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internal components because endochondral ossification characterises both the late apical growth
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of a pedicle and the entire apical growth of an antler. However, antler skin and pedicle skin differ
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substantially. Unlike the skin covering a pedicle, the skin covering an antler contains hair
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follicles that lack arrector pilli muscles and are connected to extremely large bi- to multi-lobar
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sebaceous glands. This velvet, as the new skin is called, lacks sweat glands and has thickened to
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the point where the once-undulatory rete apparatus is completely flattened. In addition, the
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underlying SLCT is flattened into a thin layer, merging almost completely with the
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periochondrium.
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Induction of pedicle and antler formation is the result of a complex interplay of signalling
molecules. As introduced above, the pedicle originates as an intramembranous outgrowth from
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the lateral crest [5, 14]. The periosteum of the lateral crest is unusual because it contains
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glycogen-rich, embryonic-like cells [15] that appear predetermined to form lateral crests;
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transplantation of that periosteum elsewhere on the body induces an ectopic crest-pedicle-antler
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complex [15]. In addition, the formation of a lateral crest occurs in the absence of any apparent
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signalling induction from the skin; the presence of an impermeable membrane between the
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periosteum and skin does not prevent its formation [13].
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Initiation of pedicle growth from each lateral crest closely coincides with male puberty in
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most cervids (two exceptions are Hydropotes, which is antler-less, and Rangifer, in which both
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sexes develop pedicles and antlers at puberty [16]) and an increase in circulating levels of
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testosterone [17-18]. However, bone growth is more directly regulated by oestradiol, which is
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converted from testosterone by osteoblasts [19]. Oestradiol suppresses the RANKL-RANK
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system of bone resorption [20] and is clearly important in antler development: oestradiol is
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concentrated in antlerogenic and neighbouring tissues [21], promotes pedicle growth in males
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[22], induces premature mineralisation of antlers and shedding of velvet [23], and regulates the
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antler cycle in female reindeer [24].
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In addition to androgenic signals, signalling between the apical periosteum and the skin is
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required to initiate and modulate the growth of pedicles (and antlers) [13]. Presumably, the close
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contact between the apical periosteum and skin promotes transit of molecules that are essential to
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the initiation of pedicle formation and antlerogenesis [13]. For example, pedicle formation and
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antlerogenesis is completely arrested if an impermeable membrane is placed between the apical
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periosteum and the skin before the stage of transitional ossification. Once the stage of
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transitional ossification has begun, however, the impermeable membrane no longer prevents the
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completion of a pedicle and antlerogenesis, although longitudinal growth is retarded [13].
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Termination of endochondral ossification and longitudinal growth coincides with a large
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pulse in circulating androgens and the rutting season [4]. Velvet (but not pedicle skin) and most
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of the antlerogenic tissue are shed, which exposes the bare bone of the antler. The superficial
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bone tissue likely dies; however, deeper bone tissue remains alive, and continued
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intramembranous ossification forms lamellar bone within antlers [25]. That a naked antler still
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contains living bony tissue is likely the reason the antler is not immediately cast; osteoblasts
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within the antler convert circulating testosterone into oestradiol, which locally suppresses bone
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resorption [20]. The inhibitory effect of oestradiol on bone resorption weakens with the seasonal
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decline in testosterone [23] or by the death of osteoblasts in the antler. Consequently, a large
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number of osteoclasts are recruited. Interestingly, their resorptive activity is not systemic but is
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limited to the pedicle-antler junction, leading to antler casting. How this focused bone resorption
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is directed is currently unknown, and future studies to understand the mechanism will be
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valuable in controlling degenerative bone diseases (e.g., osteoporosis) in other species.
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Horns
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Bovid horns are composed of a scabbard-like keratinous sheath covering a bony
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horncore, neither of which are shed [26-27]. The bony horncore joins seamlessly to the frontal
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bone via a constricted neck at the base of the horncore. What little is known of early horn
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development is obscured by inconsistent identification and naming of primordial horn structures.
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Further confusion has resulted from the inclusion of animals with scurs, also called “loose
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horns”: incompletely developed horns that have a solid bony core but only a soft tissue
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connection to the skull. Scurs may arise genetically or via pathology, and they exist in a range of
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severities. In this review, we wish to establish language to distinguish between three structures of
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the early horn. In ontogenetic order, these are 1) the soft-tissue anlage, which precedes the
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development of visible horns, 2) the os cornu, a loose, palpable nodule, and 3) the horncore bud,
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the macroscopic bony bump seamlessly fused to the frontal bone. Future revisions to
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terminology are likely as additional data become available. More detailed reviews may be found
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in Janis and Scott [26] and Dove [27].
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Before birth, above the presumptive horn sites on the frontal bone, the epidermal and
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dermal components of the future horn acquire their potentials and irreversibly differentiate,
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evidently precluding post-natal signalling between these tissues [27]. The anlage is positioned
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within, and differentiates from, both the dermis and SLCT above the periosteum [27], and it
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retains its connective tissue character. The anlage seems to be the primary inducer of horncore
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growth, although the mechanism(s) of induction are, to our knowledge, entirely unknown.
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Despite its name, the relationship of the os cornu to the adult horncore is not at all
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straightforward. Whether it arises from the anlage, or becomes the horncore bud, or has a
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separate role (if any) is unclear. Several authors conclude that the os cornu does not exist as a
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discrete structure (if at all) during normal horn development. Rather, they posit that the os cornu
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only appears in animals heterozygous for genes controlling horn presence [i.e. in scurred
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animals; 27]), animals in poor health [28-29], or from manipulation [30], including surgery [27].
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Nevertheless, many authors proceed to describe early horn development in terms of the os cornu.
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The os cornu is generally thought to be a palpable nodule that begins in the supra-
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periosteal tissue. It has been reported to be made of dermis and/or SLCT [27, 31-32] or cartilage
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[33-34], and may ossify independently in the soft tissue (forming a scur), or after attaching to the
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frontal bone (forming a normal horn) [27]. Janis and Scott [26] persuasively argue for
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intramembranous ossification throughout horn development, and Durst [31] and Brandt [32]
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showed that there is no cartilaginous preformation of the horncore, in contrast to earlier reports
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[24, 25]. Other reports of cartilage in or around the horncore or frontal bone [33-35] are
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unexplained in this framework.
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Summarising Dove [27], the os cornu does not ossify prior to fusion to the frontal bone.
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If there is no SLCT between the os cornu and the periosteum, it fuses through the periosteum to
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the presumptive horn site. Removing or doubling the periosteum has no effect. Whether
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embedding and fusion of the os cornu to the frontal bone are simultaneous is unknown, although
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macroscopic evidence of fusion is very rare. Ganey et al. [36] depicted a bone disc embedded in
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the frontal bone, separated by a thin layer of connective tissue in a two-thirds term bovine foetus;
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its genotype for horns was not reported. Janis and Scott [26, 31] stated that the first step involves
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a connection between the SLCT and the osteoid of the superficial frontal bone, followed by
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thickening of the osteoid soon after birth. In scurs, it appears that the union between the os cornu
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and the frontal bone is weak or absent; evidently the os cornu cannot penetrate the supra-
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periosteal SLCT and ossifies in place, becoming a scur [27]. However, the fate of the os cornu in
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normal vs. scurred animals has not been directly studied.
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After induction by the anlage and/or fusion of the os cornu to the frontal bone, the
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horncore bud begins to develop. By the time the horncore bud is observable, its microstructure
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differs from the frontal [31]; Dove [27] concluded that the dermal portion of the os cornu
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becomes the tip of the horncore bud and that the SLCT portion of the os cornu forms the
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eventual neck of the horn. (The neck has also been called the pedicle; however, we prefer a
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distinct term to aid discussion and to avoid assumptions of homology with the cervid pedicle.)
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Further growth of the horncore bone tissue is appositional at both the tip and the surface
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[26, 31, 37-38]. As horncore growth slows, deposition of compact bone proceeds simultaneously
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from surface to lumen and base to tip, often continuing into adulthood. Alternatively, depending
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on the clade, sex, and age of an animal, the horncore may be invaded by the frontal sinus [39],
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and the horncores of some taxa may be very thin-walled. Horncores remain living organs
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throughout life and are actively remodelled to accommodate sheath shape and physiological
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demands [40]. No evidence of signalling or other interaction between the frontal bones and the
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horncore periosteum has been reported for any stage of development; unlike antlers, the frontals
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appear to neither hinder nor accelerate the production of any horn part [27].
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Nevertheless, there is wide disagreement whether the bovid horncore is apophyseal (i.e.,
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a direct outgrowth), epiphyseal (i.e., separated at least initially by non-bony tissue), or a
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combination, with respect to the frontal bone [17, 26-27, 31, 35, 41-43]. Hypotheses about os
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cornu homology are problematic because of imprecise definitions of the os cornu and the
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dependence of its structure and fate on genotype and environmental conditions. Resolving these
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hypotheses will require establishing the relationships among the anlage, os cornu, horn bud,
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neck, and horncore in normal horns.
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The skin over the presumptive horn site on the frontal bone likely gains the capacity to
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form horn tissue (i.e., the keratin sheath) before birth, although normal sheath growth is
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dependent upon the presence of the os cornu [27]. Horn tissue is continuously produced by the
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epithelium covering the horncore [26, 31], with newer layers pushing the older layers distally
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like a stack of keratin cones (Fig. 2b); this layering is more easily detected in temperate species
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with strong seasonal fluctuations in sheath growth rates [17, 44]. Nevertheless, the sheath tip is
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usually much thicker proximodistally than the walls are mediolaterally [17], suggesting more
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rapid production of keratin at the tip. Conventional wisdom that the horn sheath grows only from
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the proximal end of the horn is therefore unfounded [26]. The horn tissue of juveniles is softer
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and more fibrous [45] and may “exfoliate” before adulthood [31, 38, 43, 45-47], exposing harder
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and more completely keratinised horn tissue. Distinctive horn shapes are thought to arise by
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modulating zones of keratin production in the skin surrounding the horn [1, 48], but experimental
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studies are lacking.
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The development of polled (hornless) breeds of domesticated bovids has enabled partial
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identification of the genetic basis of horns. In cattle, the presence or absence of horns (or scurs)
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is genetically determined by three or four genes and (in scurs) by sex; alleles for horns are
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recessive [49-50], and heterozygotes may be scurred [21]. In goats, genetic hornlessness is
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tightly linked to intersexuality and sterility [51]. In cattle, horn-forming tissues have down-
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regulated genes coding for cadherin junction elements (i.e., cell membrane structures used in
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cellular adhesion) and epidermal development. Compared to genetically hornless animals, those
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with scurs have higher expression of genes involved in extracellular matrix remodelling [52].
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Although no comprehensive picture of signalling pathways triggering or regulating horn
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development is available for any one species, evidence so far indicates that the sensitivity of
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horn-producing soft tissues to various exogenous and endogenous molecules changes rapidly
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after birth. For example, horn development can be fully blocked at Day 2 in calves, but only
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partially blocked at Day 4 using the same substance [53]. In adult mouflons (Ovis gmelini, a
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temperate caprine), summer increases in prolactin concentration are positively correlated with
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horn growth in adults [44, 54]; similarly, in domestic sheep, increased melatonin secretion (from
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shorter photoperiod in the winter) suppresses prolactin [55-56] and increases gonadotropin
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secretion [57]. Yet in mouflon lambs, horn growth is insensitive to melatonin [58], and in
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subadults, melatonin concentration does not correlate with prolactin concentration [44, 54].
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Plasma testosterone concentrations are inversely correlated with horn growth both seasonally and
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with age in male mouflons [54, 59]. Across the bovid family, though, the male phenotype is
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associated with increased expression of horns (earlier and faster growth, greater size and
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symmetry, etc.) [60]. Castration experiments in cattle show that testosterone is important for
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development of normal male horns, although castrated males do not have female-like horns [61].
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All this suggests that the relationship among various hormones and horn growth is complex and
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changes with maturation, but too little is known to infer common signalling pathways among
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species.
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Ossicones
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Giraffes (Giraffa camelopardalis) and okapis (Okapia johnstoni) develop frontoparietal
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ossicones [62], which share structural and positional characters with the other pecoran headgear
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types (Main Text Table 1). Giraffes may develop several additional paired or medial skull
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protuberances that have been called “ossicones”, but these do not experience the complex
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development of the main frontoparietal ossicones [63], so we do not discuss them. Ossicones are
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present in both male and female giraffes, but they are not as pronounced in females [62]. Only
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male okapis have ossicones, and similar sexual dimorphism has been reconstructed in most fossil
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giraffids [62].
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The ossicone begins as a separate bony core above the frontoparietal suture in giraffes
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and above the frontals in okapis [62]. The ossicone was previously thought to originate as a
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fibrocartilage condensation within the connective tissue above the periosteum [64-65]; however,
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Ganey et al. [36] showed that it is made primarily of fibrous connective tissue, with some areas
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of fibrocartilage, and initial ossification is entirely intramembranous, as with the frontals and
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parietals. Ossicones begin to ossify within a week of birth in the giraffe [65] and remain detached
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from the skull until sexual maturity [62], primarily growing through bone deposition at the non-
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cartilaginous, dense connective tissue anchor on the skull [36]. This means that, in immature
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individuals, the ossicones approximate the condition of “loose horns” (scurs) in bovids [35].
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Upon sexual maturity, the ossicone fuses to the skull and ceases growth at the skull-
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ossicone interface [62, 65]. Ossicones of giraffes continue to grow after fusion through the slow
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deposition of lamellar bone (i.e., layered, more mature bone) at the surface [62, 65], in a manner
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reminiscent to the growth of bovid horncores. In giraffes, the base of the ossicone may be
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invaded by the frontal sinuses, but never in okapis [65]. Adult male giraffes engage in head-to-
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side sparring, often callusing the skin at the tips of their skin-covered ossicones [62]. In adult
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male okapis, the skin retracts from the tips of the ossicones, leaving the bone exposed, often
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producing necrosis at the skin-bone boundary [65]. The mechanism by which infection is
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prevented from spreading into the skull is unknown, nor is it known whether this mechanism is
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also found in cervids, which maintain naked but living antlers for 1–2 months per year [25].
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The ossicone-like headgear of extinct palaeomerycids could be homologous to the
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ossicones of extant giraffids [26, 66]; however, no one has specifically investigated the putative
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histological homologies in the headgear of palaeomerycids, and only extant giraffe ossicones
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have been studied histologically.
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Pronghorns
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Pronghorn antelope (Antilocapra americana) have headgear also called pronghorns. To
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avoid confusion, we will use the scientific name for the animal and limit ‘pronghorn’ to the
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structure. The pronghorn horncore (pronghorn core) is bone, with no invasion of the sinuses [67],
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and maintains a cancellous (spongy) bone interior, unlike the horncores of some bovids [62]. No
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studies have directly investigated the earliest development of the horncore of A. americana, but
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Solounias [68] examined the pronghorn cores of 28 newborn A. americana, finding no delayed
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fusion of the pronghorn core. This suggests either an even earlier fusion of an anlage or os cornu
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than seen in bovid horncores or a cervid-like direct development. There have been no reports of a
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delayed fusion of the pronghorn core, as seen in the giraffid ossicone or scurred bovids, lending
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support to the hypothesis of cervid-like development.
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The keratinous pronghorn sheath of male A. americana sheds and re-grows annually in
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response to cycles of male hormones [67]. Approximately 30% of females are hornless, and the
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rest have smaller, irregularly-shed, button-like horns [69]. In a key difference with bovids, there
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are two centres of cornification on the unbranched, blade-like pronghorn core: a distal site for the
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main spike and an anterior site for the prong. After the spike and prong are nearly full size, the
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remainder of the shaft cornifies and elongates, creating a single keratinised sheath surrounding
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the pronghorn core [46, 67]. Hair from the skin covering the pronghorn core is incorporated into
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the growing sheath, but the hair is not important structurally, in contrast to the “hair horns” of
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Rhinoceros [46]. The keratinous tissue of pronghorns has been construed as homologous to the
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horn tissue in bovid horn sheaths [67, 70], but the annual replacement of pronghorn sheaths plus
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a suite of skeletal characters have been seen as homologies linking A. americana to cervids [70].
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The current molecular evidence indicates a strong connection with giraffids that seemingly
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invalidates both of these hypotheses of morphological homology [71-74]. Further complicating
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the homology of antilocaprid headgear are the basal antilocaprids, the paraphyletic
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“merycodontines” [75-77], which had unshed antler-like headgear of exposed live bone [78-79],
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suggestive of both unshed antlers of the earliest cervids and the bony tips of okapi ossicones.
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