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One Pretty Amazing T.rex: A presentation for “100 years of tyrannosaurus rex” Hosted by the Black Hills Institute Mary Higby Schweitzer 1,2,3 , Jennifer L. Wittmeyer 1 , John R. Horner 3 1 Department of Marine, Earth and Atmospheric Sciences, North Carolina State University, Raleigh NC 27695 2 North Carolina Museum of Natural Science, Raleigh, NC 27695 3 Museum of the Rockies, Montana State University, Bozeman, MT 59717 Determining gender in extinct animals is difficult, because most features commonly used to assign gender are lost in the process of fossilization. Despite this difficulty, many bony features of dinosaurs have been interpreted to be evidence of sexual dimorphism, including degree of ‘robustness’ in sauropods and their close relatives (Weishampel and Chapman 1990; Galton 1997; Benton et al. 2000), theropods (Larson 1994; Smith 1998) and protoceratopsids (Tereschenko and Alifanov 2003); horn core size in ceratopsids (Godfrey and Holmes, 2003), or presence or absence of the first caudal chevron (Larson and Frey, 1992; Larson 1994) to name a few. However, even if such features could definitively be shown to be products of sexual differentiation, it remains impossible to assign a particular feature unambiguously to a specific gender (e.g. the robust morph being female; Carpenter 1990, Larson 1994). At best, assigning gender to a specific morphotype of dinosaurs has fallen within the realm of speculation. What is needed is an unambiguous way to assign a particular gender to male and female morphs. One possibility is the identification of medullary bone in dinosaurs. Medullary bone is an ephemeral reproductive tissue, among living taxa found exclusively in female, actively reproducing birds. This bony tissue lines the medullary cavities of the long bones of extant birds, and is chemically and morphologically distinct from other bone types. Special characteristics of composition and structure contribute to the high metabolic rates of medullary bone. In fact, it is capable of being metabolized 10- 15 times faster than cortical bone (Simkiss 1967; Dacke et al. 1993), and serves as an easily mobilized calcium storage tissue for the production of calcareous eggshell (Sugiyama and Kusuhara 2001). Its presence in dinosaurs would indicate gender,

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One Pretty Amazing T.rex: A presentation for “100 years of tyrannosaurus rex”

Hosted by the Black Hills Institute

Mary Higby Schweitzer1,2,3, Jennifer L. Wittmeyer1, John R. Horner3

1Department of Marine, Earth and Atmospheric Sciences, North Carolina State University, Raleigh NC 27695 2North Carolina Museum of Natural Science, Raleigh, NC 27695 3Museum of the Rockies, Montana State University, Bozeman, MT 59717

Determining gender in extinct animals is difficult, because most features commonly

used to assign gender are lost in the process of fossilization. Despite this difficulty, many

bony features of dinosaurs have been interpreted to be evidence of sexual dimorphism,

including degree of ‘robustness’ in sauropods and their close relatives (Weishampel and

Chapman 1990; Galton 1997; Benton et al. 2000), theropods (Larson 1994; Smith 1998)

and protoceratopsids (Tereschenko and Alifanov 2003); horn core size in ceratopsids

(Godfrey and Holmes, 2003), or presence or absence of the first caudal chevron (Larson

and Frey, 1992; Larson 1994) to name a few. However, even if such features could

definitively be shown to be products of sexual differentiation, it remains impossible to

assign a particular feature unambiguously to a specific gender (e.g. the robust morph

being female; Carpenter 1990, Larson 1994). At best, assigning gender to a specific

morphotype of dinosaurs has fallen within the realm of speculation. What is needed is

an unambiguous way to assign a particular gender to male and female morphs. One

possibility is the identification of medullary bone in dinosaurs.

Medullary bone is an ephemeral reproductive tissue, among living taxa found

exclusively in female, actively reproducing birds. This bony tissue lines the medullary

cavities of the long bones of extant birds, and is chemically and morphologically distinct

from other bone types. Special characteristics of composition and structure contribute to

the high metabolic rates of medullary bone. In fact, it is capable of being metabolized 10-

15 times faster than cortical bone (Simkiss 1967; Dacke et al. 1993), and serves as an

easily mobilized calcium storage tissue for the production of calcareous eggshell

(Sugiyama and Kusuhara 2001). Its presence in dinosaurs would indicate gender,

support phylogenetic proximity, suggest shared reproductive physiological strategies with

extant birds, and indicate reproductive phase at the time of death.

Comparison of medullary and cortical bone characteristics:

In addition to protection and support of vital internal organs, bone plays an important

role in calcium metabolism in vertebrates, including all avian taxa (Miller and Bowman

1981). Long bone formation in extant birds proceeds much the same as in other

vertebrate taxa, via endochondral ossification of pre-existing cartilage models

(Whitehead, 2004; Taylor et al. 1971). Bone elongation involves periosteal deposition,

and concurrent endosteal osteoclastic resorption at the metaphyseal region, resulting in

overall maintenance of bone morphology and thickness during longitudinal growth

(Taylor et al. 1971).

In both formation and elongation, bone production involves two phases, reflecting the

composite nature of bone material. In the first, the bone forming cells (osteoblasts)

secrete organic matrix, called osteoid (Taylor et al. 1971; McKee et al. 1993). This

matrix consists primarily of the fibrous helical protein collagen I and the accessory

collagen V; non-collagenous proteins osteocalcin, osteopontin, osteonectin (Bonucci

and Gherardi 1975; McKee et al. 1993; Gerstenfield et al. 1994; Sugiyama and Kasuhura

2001; Wang et al. 2005), and bone sialoprotein (Gerstenfield et al. 1994; Robey 1996 and

references therein); serum proteins, including hemoglobin and albumin (McKee et al.

1993), and various glycosaminoglycans (Bonucci and Gherardi 1975; Dacke et al. 1993;

Arias and Fernandez 2001; Wang et al. 2005) . Therefore, cortical and trabecular bone

have a specific, characteristic and defineable chemical/molecular profile.

However, in female birds, a unique bone type is formed as the result of a surge in

blood estrogen levels at the onset of sexual maturity (Bonucci and Gherardi 1975; Knott

and Bailey 1999; Dacke et al. 1993, 2004; Whitehead, 2004 ). Medullary bone does not

occur naturally in any other taxon (Elsey and Wink 1986; Dacke 2004), and is present

only during the reproductive period in all living female birds, filling the marrow cavities

of many skeletal elements (Wilson and Thorpe 1998; Van Neer et al. 2002). It is

produced by specialized osteoblasts that lie within the endosteum, a thin connective

tissue layer that lines the marrow surfaces of the bones (Van Neer et al.2002). Medullary

bone exists only to offset the effects of bone resorption during shelling by serving as an

easily mobilized source for calcium, and has no direct biomechanical function (Bonucci

and Gherardi 1975; Wilson and Thorp 1998). It is chemically and morphologically

distinct from other bone types. Although medullary bone has been assumed to be present

in extant paleognaths, it has not been previously imaged or studied, and no data exists

regarding the morphology or chemistry of this bone type in ratites.

The mineral phase of both medullary and cortical bone is primarily hydroxyapatite

(Ca10(PO4)6(OH)2 ), but the ratio of mineral to organics is measurably higher in

medullary bone (Ascenzi et al. 1963; Taylor et al.1971; Dacke et al. 1993; Dacke 2004),

and medullary bone incorporates a higher proportion of calcium carbonate (Pelligrino and

Blitz 1970) than other bone types. Medullary bone is not only more highly mineralized

than cortical bone, the distribution of minerals is different between the two bone types.

In cortical bone, the mineral crystals are regularly distributed at the head of the A-bands

of collagen molecules (Taylor et al. 1971), but in medullary bone, mineral distribution

and orientation is much more random, with mineral crystals additionally deposited in

intrafibrillar spaces (Ascenzi et al. 1963; Taylor et al. 1971). In addition, medullary bone

does not exhibit birefringence because of the random arrangement of both collagen fibrils

and mineral, whereas other bone types are anisotropic in polarized light (Miller and

Bowman, 1981; Wilson and Thorp, 1998). Finally, the mineral crystals incorporated into

medullary bone are somewhat larger than the microcrystalline apatite of other bone types

(Ascenzi et al. 1963).

The organic phase of medullary bone differs significantly from that of cortical

and/or trabecular bone. Collagen makes up a greater proportion of the organic matrix of

cortical bone, while the percentage of non–collagenous proteins to collagen is far greater

in medullary bone, comprising approximately 40% of the total organics (Knott and

Bailey; 1999). The concentration of various glyclosaminoglycans is greater in medullary

than cortical bone, and it incorporates different amino sugars (Bonucci and Gherardi

1975). Hexosamine and keratan sulfate are much more prevalent in medullary than

cortical bone (Taylor et al. 1971; Wang et al. 2005), which incorporates chondroitin

sulfate instead. In addition, relatively high concentrations of tartrate-resistant acid

phosphatase (TRAP), an enzyme involved in digestion of bone (Sugiyama and Kusuhara

2001), are found in medullary bone. These chemical differences are reflected in the

differential response of the two bone types to various histochemical stains (Figure 1, also

Taylor et al. 1971; Sugiyama and Kusuhara 2001; Wang et al 2005).

Function of medullary bone.

Unlike other bone types, medullary bone has no biomechanical or other supportive

function, and exists solely as a calcium storage tissue that aids in mineral mobilization to

the shell gland during lay (Dacke et al. 1993; Wilson and Thorp 1998; Whitehead 2004).

As mentioned previously, medullary bone formation in birds is triggered by increased

levels of both estrogen and androgens that accompany ovulation, activating osteoblasts to

begin secretion of osteoid, while inhibiting osteoclast activity (Dacke et al. 1993;

Whitehead 2004). The formation of medullary bone begins ~1-2 weeks before lay. It is

maintained during the full laying cycle, and may persist up to one week post-lay before

resorption is complete (Reynolds 2003). Medullary bone osteoclasts in female birds are

specialized to contain estrogen receptors in their cell membranes, which, when triggered

by rising reproductive hormones, increases the efficiency of mobilizing stored calcium

(Miller 1981). While evidence of medullary bone may be found in virtually all skeletal

elements of extant birds, it is most abundant in the femur and tibiotarsus of most birds

studied (Reynolds 2003), and, consistent with its function as a source of rapid calcium

mobilization, it is infused with abundant vessels and blood sinuses. In fact, it has been

shown that up to 40% of the calcium used in eggshell formation comes directly from the

resorption of medullary bone (Mueller et al. 1969; Dacke et al. 1993). Although it is not

known to serve a direct mechanical function, in reducing the resorption of cortical and

trabecular bone, it may aid in maintaining integrity and strength of structurally important

bone (Whitehead 2004), and indeed, the presence of medullary bone in long bones of

laying birds has been shown to increase fracture resistance of these elements (Fleming et

al. 1998).

Like birds, most reptiles, including crocodiles and alligators, also produce calcareous

eggshell, but apparently do not produce medullary bone (Elsey and Wink 1986; Dacke

2004). This may be because of different mechanisms of shelling (Jackson et al. 2002)

and overall greater bone density that can offset the calcium draw without requiring

additional bone storage sources. Thus, extant non-avian archosaurs undergo bone

resorption during lay, but the structural integrity and biomechanical function of these

organisms is not apparently compromised during shelling.

Although medullary bone has not been previously observed or noted in dinosaurs, it

was proposed that reproducing dinosaurs, at least in the theropod lineage most closely

related to avian dinosaurs, would possess this ephemeral tissue (Martill et al. 1996;

Chinsamy and Barrett 1997). The failure to observe or identify these fragile reproductive

tissues in dinosaurs previously may be due to a number of taphonomic and biological

factors. First, we do not have any way of estimating the length of reproductive cycle in

theropods. There is a wide range of reproductive strategies amongst living birds, and the

extent and distribution of medullary bone in these taxa differ correspondingly (Schraer

and Hunter 1985). If theropods reproduce seasonally, they may only possess the tissue

for a maximum of a month or less. Second, in extant birds, the tissue is quite fragile, and

separates easily from the overlying cortex (Fig 1b, c). It may be that the tissues are lost,

either during fossilization, or subsequent recovery and preparation. Third, it may be that

medullary bone differs sufficiently from that of extant derived birds that it is not

recognized.

At the end of field season in 2002, a well preserved specimen of Tyrannosaurus rex

(Museum of the Rockies (MOR) specimen 1125) was found as an association of

disarticulated elements. The site was located at the base of the Hell Creek Formation,

about 8 m above the Fox Hills Sandstone. Soft, well-sorted sandstones derived from an

estuarine or fluvial setting surrounded the skeletal elements. Some of the elements

evidenced slight crushing, but overall preservation was excellent. MOR 1125, nick-

named “B-rex” after its discoverer, Bob Harmon, is a relatively small, but fully adult T.

rex. In comparison with the Chicago Field Museum Tyrannosaurus rex (FMNH

PR2081), with a femur length of about 131 cm, the femur of MOR 1125 is only 107 cm

in length. Using lines of arrested growth (LAG), MOR 1125 was calculated to be about

18 years old at the time of death (Horner and Padian 2004).

The remote region where elements of MOR 1125 were recovered had no roads into

the site, requiring a helicopter to transport jackets to the MOR labs. However, the jacket

containing the femur and other elements was too heavy to be airlifted out, and the bone

and jacket were broken and re-jacketed for removal. In the process, many internal

fragments that were visually free of preservative or consolidants were collected for

analyses.

When these fragments were examined in hand sample, a bony tissue lining the

endosteal surface of the bone could be seen that was distinct in texture, appearance and

distribution from other described dinosaur bone types. The morphological similarity of

the new tissues to avian medullary bone was immediately apparent (Schweitzer et al.

2005b). Figure two shows fresh-fracture images of Tyrannosaurus rex endosteal tissues

(A, B), compared with medullary bone tissues in reproducing ostrich (C) and emu (D).

The hallmark traits of medullary bone, dense vascularity and random, woven bone

pattern, are clearly visible in all samples. Large erosion rooms are visible in all

medullary tissues (*), indicating that calcium mobilization has begun.

Demineralization of extant bony tissues is commonly employed to more clearly

observe microstructural characteristics, such as fibril orientation; and, when mineral is

removed, the primarily collagenous protein matrix is exposed. It has been assumed that

when fossilized dinosaur bone is subjected to the same treatment, the bone would

dissolve completely as no proteinaceous material would persist over the course of

geological time.

In order to determine characteristics of presumed medullary tissues, we prepared a

partial demineralization, designed to etch mineral enough to expose underlying patterns.

At this point, we discovered an unexpected and totally novel characteristic to this bony

tissue. As minerals were dissolved from the medullary bone, the sample did not

distintegrate, but, similar to extant bone, tissues remained (Schweitzer et al. 2005a).

Furthermore, these dinosaur tissues exhibited apparent original flexibility, comparable to

that seen in extant ratites. However, these characteristics are not germane to this paper,

and will be discussed elsewhere (in preparation), but the retention of a pliable and fibrous

matrix after demineralization speaks to unusual preservation in this dinosaur material and

suggests that perhaps theorized modes of fossilization may need to be re-evaluated.

Figure 3 demonstrates the persistence of fibrous tissues after demineralization. Small

fragments of emu (A) and dinosaur (B) demineralized medullary bone tissues show

random fiber orientation, and large open spaces for vessels and vascular sinuses permeate

the tissues. The morphological similarity between extant and fossil samples is clearly

visible and supports the hypothesis of a common origin to the tissues.

Summary:

The endosteally derived bone tissues observed in MOR 1125 have all of the

characteristics of medullary bone, a distinctive avian reproductive tissue. While not

identical in morphology to published accounts of extant neognaths, the dinosaur tissues

fall within the range of variation observed in ratites. This bone tissue is derived from the

endosteum, it is highly vascular, it exhibits the random, woven-bone arrangement

consistent with very rapidly deposited bone. In addition, it has been identified on the

endosteal surfaces of both femora and one tibia, the only bones examined for the

presence of this tissue. The distribution is consistent with that seen in extant birds, and

suggests an organismal, rather than pathological response. Pathologies of the endosteum

are relatively rare and localized, and are usually accompanied by cortical bone anomalies

in the affected regions, which was not observed either grossly or microscopically in MOR

1125. In light of the fact that the relationship between theropod dinosaurs and birds is

robustly supported (e.g. Gauthier 1986; Sereno 1997; Holtz 2004) it is most parsimonious

to conclude that this novel tissue seen in MOR 1125 is medullary bone, and its presence

in theropods not only adds independent support of the robustly relationship between

theropods and birds, but also suggests that similar reproductive physiological strategies

were employed. In addition, its presence provides a means for unambiguous assignment

of gender in dinosaurs.

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Figure Legends: Figure 1. Medullary bone in extant laying hen. A) gross cross section of femur of actively laying hen shows extensive medullary bone formation. New bone is randomly oriented and much more porous than overlying cortical bone. B) low magnification and C) high magnification of histological section of demineralized bone from laying hen. Chemical differences between cortical and medullary bone are indicated by differential response of each bone type to hematoxylin and eosin staining. In C, separation of the medullary bone from cortical bone is seen as sectioning artifact. Large, multinucleated osteoclasts are visible around bone spicules, and small osteoblasts align along preexisting bone spicules, active in deposition of new bone. CB = cortical bone, MB = medullary bone, ELB = endosteal laminar bone, OCL = osteocyte lacunae, OC = osteoclast, OB = osteoblast. Scales as indicated. Figure 2. Fresh fracture of tibiae of MOR 1125 (A, B), ostrich (C), and emu (D). The morphology and microstructure of medullary bone is observed in all cases as distinct from overlying cortical bone. Medullary bone is less organized and more vascular. Large vascular sinuses can be seen in the medullary bone, and in some cases, large erosion rooms (*) are visible at the interface between medullary and cortical bone and in the medullary bone itself, indicating some resorption of bone has occurred. In emu (D) a large elongate erosion room is infilled with new medullary bone with characteristic “crumbly” texture. Abbreviations as in Figure 1, T = trabecular spicule. Scales as indicated. Figure 3. Demineralized fragments of medullary bone from emu (A) and MOR 1125 (B). The fibrous, woven pattern of bone matrix is visible in both cases, and the relatively “lacy” appearance results from penetration of the bone by blood vessels. Scales as indicated. For methods on demineralization, see Schweitzer et al. 2005a, supplemental online information.

Figure 1.

Figure 2.

Figure 3