Whether a character state is derived or ancestral is called character polarity. Since genealogical classifications are based on synapomorphies, there must be a way to determine which character state is derived and which is ancestral (or what is special and what is general, to use less evolutionarily freighted terminology) without reference to genealogical classifications, to avoid a circular argument. Some features have been recognized as unique to particular taxa for thousands of years (e.g., feathers for birds, or an internal bony skeleton for vertebrates), and these sorts of common-sense presence/absence characters provide a scaffold upon which the polarity of other characters can be inferred: feathered animals form a natural group; things that lack feathers are just the complement - everything else (mammals, sharks, plants, bacteria). Once a taxon called "birds" is recognized that is defined by the synapomorphy "presence of feathers", then the polarity of other characters present at greater or lesser levels of inclusiveness can be discovered and evaluated. This may identify larger clades, such as the diapsid skull that defines diapsids, or less inclusive clades, such as the syrinx that defines songbirds.
These phylogenetic terms are used to describe different patterns of ancestral and derived character or trait states as stated in the above diagram in association with apomorphies and synapomorphies.
Futuyma, Douglas J.; Kirkpatrick, Mark (2017). "Tree of life". Evolution (4th ed.). Sunderland, Mass.: Sinauer Associates. pp. 27–53.
Futuyma, Douglas J.; Kirkpatrick, Mark (2017). "Phylogeny: The unity and diversity of life". Evolution (4th ed.). Sunderland, Mass.: Sinauer Associates. pp. 401–429.
"Reconstructing trees: Cladistics". Understanding Evolution. University of California Museum of Paleontology. 5 May 2021. Retrieved 16 October 2021. https://evolution.berkeley.edu/evolibrary/article/phylogenetics_05
Roderick D.M. Page; Edward C. Holmes (14 July 2009). Molecular Evolution: A Phylogenetic Approach. John Wiley & Sons. ISBN 978-1-4443-1336-9. 978-1-4443-1336-9
Kitching, Ian J.; Forey, Peter L.; Williams, David M. (2001). "Cladistics". In Levin, Simon A. (ed.). Encyclopedia of Biodiversity (2nd ed.). Elsevier. pp. 33–45. doi:10.1016/B978-0-12-384719-5.00022-8. ISBN 9780123847201. Retrieved 29 August 2021.) 9780123847201
Futuyma, Douglas J.; Kirkpatrick, Mark (2017). "Phylogeny: The unity and diversity of life". Evolution (4th ed.). Sunderland, Mass.: Sinauer Associates. pp. 401–429.
Hillis, David M.; Sadava, David; Hill, Richard W.; Price, Mary V. (2014). "Reconstructing and using phylogenies". Principles of Life (2nd ed.). Sunderland, Mass.: Sinauer Associates. pp. 325–342. ISBN 978-1464175121. 978-1464175121
Currie PJ, Padia K (1997). Encyclopedia of Dinosaurs. Elsevier. p. 543. ISBN 978-0-08-049474-6. 978-0-08-049474-6
Concise Encyclopedia Biology. Tubingen, DEU: Walter de Gruyter. 1996. p. 366. ISBN 9783110106619. 9783110106619
Barton N, Briggs D, Eisen J, Goldstein D, Patel N (2007). "Phylogenetic Reconstruction". Evolution. Cold Spring Harbor Laboratory Press. http://www.evolution-textbook.org/content/free/contents/ch27.html
Kitching, Ian J.; Forey, Peter L.; Williams, David M. (2001). "Cladistics". In Levin, Simon A. (ed.). Encyclopedia of Biodiversity (2nd ed.). Elsevier. pp. 33–45. doi:10.1016/B978-0-12-384719-5.00022-8. ISBN 9780123847201. Retrieved 29 August 2021.) 9780123847201
Baum, David (2008). "Trait Evolution on a Phylogenetic Tree: Relatedness, Similarity, and the Myth of Evolutionary Advancement". Nature Education. 1 (1): 191. https://www.nature.com/scitable/topicpage/trait-evolution-on-a-phylogenetic-tree-relatedness-41936/
Baum, David (2008). "Trait Evolution on a Phylogenetic Tree: Relatedness, Similarity, and the Myth of Evolutionary Advancement". Nature Education. 1 (1): 191. https://www.nature.com/scitable/topicpage/trait-evolution-on-a-phylogenetic-tree-relatedness-41936/
andrewgillis (2016-04-19). "Gills, fins and the evolution of vertebrate paired appendages". the Node. Retrieved 2024-06-09. https://thenode.biologists.com/gills-fins-evolution-vertebrate-paired-appendages/research/
Novick, Laura R.; Catley, Kefyn M. (December 2007). "Understanding phylogenies in biology: the influence of a Gestalt Perceptual Principle". Journal of Experimental Psychology: Applied. 13 (4): 197–223. doi:10.1037/1076-898X.13.4.197. ISSN 1076-898X. PMID 18194047. https://pubmed.ncbi.nlm.nih.gov/18194047
Roderick D.M. Page; Edward C. Holmes (14 July 2009). Molecular Evolution: A Phylogenetic Approach. John Wiley & Sons. ISBN 978-1-4443-1336-9. https://books.google.com/books?id=p2lWhjuK8m8C
Calow PP (2009). Encyclopedia of Ecology and Environmental Management. John Wiley & Sons. ISBN 978-1-4443-1324-6. OCLC 1039167559. 978-1-4443-1324-6
Williams D, Schmitt M, Wheeler Q (July 2016). The Future of Phylogenetic Systematics: The Legacy of Willi Hennig. Cambridge University Press. ISBN 978-1-107-11764-8. 978-1-107-11764-8
Simpson MG (9 August 2011). Plant Systematics. Amsterdam. ISBN 9780080514048. {{cite book}}: |work= ignored (help)CS1 maint: location missing publisher (link) 9780080514048
Russell PJ, Hertz PE, McMillan B (2013). Biology: The Dynamic Science. Cengage Learning. ISBN 978-1-285-41534-5. 978-1-285-41534-5
Lipscomb D (1998). "Basics of Cladistic Analysis" (PDF). Washington D.C.: George Washington University. https://www2.gwu.edu/~clade/faculty/lipscomb/Cladistics.pdf
Choudhuri S (2014-05-09). Bioinformatics for Beginners: Genes, Genomes, Molecular Evolution, Databases and Analytical Tools (1st ed.). Academic Press. p. 51. ISBN 978-0-12-410471-6. OCLC 950546876. 978-0-12-410471-6
Appel, Ron D.; Feytmans, Ernest. Bioinformatics: a Swiss Perspective."Chapter 3: Introduction of Phylogenetics and its Molecular Aspects." World Scientific Publishing Company, 1st edition. 2009.
Gauger A (April 17, 2012). "Similarity Happens! The Problem of Homoplasy". Evolution Today & Science News. https://evolutionnews.org/2012/04/similarity_happ/
Sanderson MJ, Hufford L (21 October 1996). Homoplasy: The Recurrence of Similarity in Evolution. Elsevier. ISBN 978-0-08-053411-4. OCLC 173520205. 978-0-08-053411-4
Brandley MC, Warren DL, Leaché AD, McGuire JA (April 2009). "Homoplasy and clade support". Systematic Biology. 58 (2): 184–98. doi:10.1093/sysbio/syp019. PMID 20525577. https://doi.org/10.1093%2Fsysbio%2Fsyp019
Archie JW (September 1989). "Homoplasy Excess Ratios: New Indices for Measuring Levels of Homoplasy in Phylogenetic Systematics and a Critique of the Consistency Index". Systematic Biology. 38 (1): 253–269. doi:10.2307/2992286. JSTOR 2992286. /wiki/Doi_(identifier)
Wake DB, Wake MH, Specht CD (February 2011). "Homoplasy: from detecting pattern to determining process and mechanism of evolution". Science. 331 (6020): 1032–5. Bibcode:2011Sci...331.1032W. doi:10.1126/science.1188545. PMID 21350170. S2CID 26845473.
"Homoplasy: A good thread to pull to understand the evolutionary ball of yarn". ScienceDaily (Press release). February 25, 2011.
/wiki/Bibcode_(identifier)
Avise JC, Robinson TJ (June 2008). "Hemiplasy: a new term in the lexicon of phylogenetics". Systematic Biology. 57 (3): 503–7. doi:10.1080/10635150802164587. PMID 18570042. https://doi.org/10.1080%2F10635150802164587
Copetti D, Búrquez A, Bustamante E, Charboneau JL, Childs KL, Eguiarte LE, Lee S, Liu TL, McMahon MM, Whiteman NK, Wing RA, Wojciechowski MF, Sanderson MJ (November 2017). "Extensive gene tree discordance and hemiplasy shaped the genomes of North American columnar cacti". Proceedings of the National Academy of Sciences of the United States of America. 114 (45): 12003–12008. Bibcode:2017PNAS..11412003C. doi:10.1073/pnas.1706367114. PMC 5692538. PMID 29078296. https://www.ncbi.nlm.nih.gov/pmc/articles/PMC5692538