3.1. Burrowing Depth
As the shell of deep-burrowing bivalves shows a posterior gape, deep burrowing of Pholadomya cannot be questioned. However, it is difficult to tell what the actual burrowing depth was.
Several years ago, M. Zatoń [
25] saw, in the wall of a post-excavation pit of a Częstochowa brickyard, a
Pholadomya specimen with the pyritised trace of the siphonal canal. More such specimens were observed there in the 1970s by Franz Th. Fürsich and Ryszard Marcinowski [
25]. Unfortunately, these observations were not recorded. Of the four brickyards (“Gnaszyn”, “Kawodrzanka”, “Knopik” and “Anna” [
26]) in which silts of the Middle and Upper Bathonian were exposed, only the first is still operating. When I was visiting it lately, only the lowest layers (i.e., Lower Bathonian, then not yet exposed) were freshly exposed. The numerous specimens of
Ph. lirata found in the wall did not bear any trace of the siphonal canal.
The specimen examined by M. Zatoń, most probably also
Ph. lirata, showed an about 20–30 cm long canal, a few cm thick. The sediment was considerably compacted [
27]. The
Ph. lirata specimens I examined (more than 100), preserved in situ in silts are shortened by about half (see also [
28], text-Figure 8D,E). The compaction of the anterior part of the shell provides a better indication of the sediment compaction, as the posterior part (thicker and more linear) resisted the sediment compaction to some extent (although not completely). Moreover, the sediment above the burrowing depth was most likely more hydrated, which resulted in a still more shortened siphonal canal. The sediment could have been also obliterated in its upper part; the Gnaszyn profile reveals very abundant traces of storm-related obliterations [
27]. The factors affecting the final results are summarised in
Figure 5. In any case, based on M. Zatoń’s observations [
25], the absolute minimum burrowing depth can be determined as 50 cm above the upper shell edge (the
Ph. lirata specimens found usually retained about 10 cm of the original shell length). This would place
Pholadomya among the deepest-burrowing bivalves, such as the extant
Panopaea japonica [
29]. At that depth, they would be virtually inaccessible to predators, even if the siphon could not be completely retracted.
It is very seldom that traces of siphonal canals can be found. In shallow burrowing bivalves, the depth of the siphonal sinus is a reliable indicator of the siphon length and burial depth. Unfortunately, in clams that were unable to completely withdraw the siphon (as can be identified by the permanent posterior opening), the depth of the mantle sinus is no longer such an indicator [
29].
Certain conclusions on the relative burrowing depth can be occasionally drawn from taphonomic observations of various taxa co-occurring in the same deposit. At Gnaszyn, despite frequent storm events, specimens of numerous species, even those partly buried (
Pinna, Trigonia), have been often found in life position ([
28]; own observations); such was the case of all
Pholadomya and other Pholadomyoidea (
Goniomya spp.,
Pleuromya alduini). The deposits at Korwinów (Lower Bathonian) are more sandy and contain more shell debris, which indicates a higher energy of the habitat. The taphonomy there is more diverse, suggesting selective removal of specimens burrowing to shallower depths.
Table 1 shows numbers of specimens of various burrowing species preserved (and usually deformed) in life positions and exhumed.
Ph. lirata accounted for the lowest percentage (22%) of the exhumed specimens. The percentage of the other congener,
Ph. latirostris, was much higher (58%). The exhumation probability depends on the absolute depth of the shell in the deposit [
24], which in turn is related to the specimen size;
Figure 6 illustrates a pattern of distribution of average-sized individuals of different species, assuming a linear correlation between exhumation probability and burrowing depth. Noteworthy is the total absence of
Trigonia sp., which would have been preserved
in situ. Compared to those of
Goniomya literata, a species most frequently exhumed, their shells are much larger and massive, which in itself would enhance retention in the sediment [
2]. For them to be exhumed, the sediment would have to be obliterated to more than half their length, and it is there that the origin of the percentage scale should be placed, rather than at the sediment surface. Although
G. literata had a very shallow pallial sinus (own observation, but cf. [
9] for another species), it was removed fairly far away from the posterior margin (pallial sinus length
sensu Kondo [
29]).
Table 1 and
Figure 6 show also analogous data for
Ph. acuminata and
Goniomya moeschi from the Mid-Oxfordian platy limestones of the Polish Jura.
It is probable that many factors can influence the correctness of such an inference. It is difficult to assess the impact of predators—ribbed individuals could more effectively protect themselves against being pulled out (see below). The ribs could also, to a minimal extent, hinder the washing of the empty shell out of the sediment.
3.3. Sediment Type
Most of the
Pholadomya specimens examined, including the extant representative, were found in fine-grained, originally marshy, deposits such as clays, silts and carbonate silts, occasionally with an admixture of a coarser material. The very thin shell is (among the other factors—see below) an adaptation to flotation in such a low-density and low-viscosity substratum [
2]. The thinnest shell mentioned by Stanley [
2] was that of
Macoma tenta, with TI = 0.11 and a diameter of up to 2 cm. The estimated TI range of
Ph. lirata mentioned above (0.05–0.1) seems not to be drastically different from that of
M. tenta, but considering the exponential growth of bending stress relative to the shell length, bivalves that are a few times larger should have relatively thicker shells to maintain a relatively similar resistance to bending forces. Most likely, the ornament in the form of folds afforded much more rigidity to the shell which was, however, still very vulnerable to point forces.
Representatives of some species were found in sediments of a different type. Ph. protei (Brongniart, 1821) (perhaps a group of species because of a large variability shown by the specimens) is commonly found in the Callovian deposits of the Polish Jura as well as in the Kimmeridgian deposits in Pomerania and on the margins of the Holy Cross Mountains. The Callovian deposits usually consist of sandstone and sandy limestone with a high admixture of shell debris and/or gravel; the Kimmeridgian deposits mentioned consist of limestone, also with numerous other fossils. The two deposit types were formed under high energy conditions; numerous specimens found in both show traces of at least partial exhumation (numerous Callovian specimens had been exhumed and transported). It is characteristic that individuals of Ph. protei, judging by the very pronounced inner relief, had shell valves exceptionally thick for the genus. This was related to the necessity of burrowing in the coarser sediment, which exerted point pressure on the shell as the bivalve was burrowing.
The same deposits also supported other species, with thin shells typical of the genus. I collected a few specimens of
Ph. aequalis, each in the shell debris-rich Kimmeridgian limestone at Czarnogłowy and Dziwnówek as well as in the Polish Jura’s uppermost Oxfordian. The bivalves are highly variable in shape and occasionally exhibit small deformations of the shell margins incurred during growth. One Pomeranian finding sheds light on the cause of the deformations (
Figure 9). It is the internal mould of
Ph. protei with three individuals of
Ph. aequalis inside. The
Ph. protei specimen has retained the siphonal gape width of 18 mm (as the edges have not been preserved, the width must have been somewhat smaller), whereas the
Ph. aequalis specimens are 23, 20 and 14.5 mm wide. They must have moved inside when considerably smaller, and grew when already there. The smallest specimen had been pushed down and blocked by the intermediate-sized one and, unable to move out, suffered deformation of the shell edge where it contacted the intermediate-sized bivalve. The largest specimen had moved in earlier than the other two and died before they grew: while growing and being pushed down, the smallest individual damaged the shell of the largest, which shows no trace of repair. Deformations or small size of some other specimens of the species indicate their preference to living in sheltered spaces which, with time, eventually restricted growth [
1,
2]. Such spaces, although surrounded by hard reef components or a larger shell, usually contained fine-grained calcareous silt. However, I have also found specimens of
Ph. concatenata in Callovian sandstones. Although they are poorly preserved internal moulds, the specimens from Bathonian silts have extremely thin shells and, according to Stanley [
2], should not have been able to live in a coarser sediment. Their presence there cannot thus be explained.
3.4. Mobility
The manner of a bivalve valve’s mobility can be inferred from the structure, and basically from the length, of the hinge. A long hinge restricts valve movements to rotation around the hinge axis, whereas a short hinge enables the movement around the dorso–ventral axis, typical of many efficient burrowers [
2]. In the Laternulidae, the slit from the shell apex to the ventral side, combined with shell elasticity, makes it possible for the anterior and posterior part of the shell to rotate around that axis independently to some degree; however, this is not the case in representatives of
Pholadomya.
Hinges of
Pholadomya have no functional teeth, and the beaks above them abrade each other. In many species, the fibrous and lamellar layers of the ligament are very short, although longer in
Ph. candida, as reported by Morton [
11]. Thus, the hinge movement around the dorso–ventral axis was dependent on the length and width of the fused periostracum connecting the dorsal edges of the valves, the latter varying highly in form (
Figure 2). Where the edges separated beyond the beak, a potential for rotation around the dorso–ventral axis was high, but no such potential is evident where the edges are adjacent to each other. The ventral margin shape of the valves—rounded and touching at one point in the first and adjacent to each other along a longer stretch in the other—seems to support such an inference [
2].
I suspect that a third valve rotation plane, not observed in bivalves so far, does exist, namely around the transverse (lateral) axis. The two planes described above require that the shell hinge acts like a ball hinge, which by itself enables rotations in all directions, so there is only the question of an appropriate muscle system. This, in the simplest form, should consist of two muscle bundles, each connecting the two valves, crossed and attached opposite to each other, situated on a plane more or less perpendicular to a line running from the point of rotation (hinge) to a more removed point (to attain a longer lever). The similarity of this theoretical description to the cruciform muscle found in
Ph. candida by Morton [
11] is striking.
Valve rotation around the transverse axis could have been an aid for burrowing in a relatively poorly hydrated medium, which seems particularly important for thin-valved bivalves, the shells of which would not withstand the high stress exerted by strong movements of the foot or adductors. The
Ph. candida foot is indeed so small that Runnegar [
32] suspects that it could not have been used to move in a manner typical of bivalves, and—according to Morton [
11]—functioned mainly as a valve. To aid in motility, the cruciform muscles must have facilitated valve rotation by at least one between-rib distance (half a distance each side from the neutral position). Moving in such “strides” should have required less effort (and exerted weaker stress on the valves) than the typical bivalve foot movement described by Trueman et al. [
33]. The mechanism of movement involving the cruciform muscle is shown in
Figure 10.
Alternative views on the function of the cruciform muscle, proposed by Runnegar [
32] and Morton [
11], involve shifting of the anterior mantle gape and assisting in its closure, respectively. The first activity would have been achieved by alternating contractions of the muscles below and above their crossing; the second—exclusively by contractions of the lower parts. Both situations would require a functional division of each bundle (both authors describe them as continuous and crossing) into a lower and an upper part, one contracting independently of the other. Moreover, according to Runnegar, “the muscles are attached to the mantle at the point where they cross beneath the foot”, which most probably would not have ensured a tight adherence of the foot to the edges of the gape, as postulated by Morton. This could have been sufficiently achieved by the lower parts of the muscles joined to form an inverted U and connected with the mantle along the entire length. Bringing the anterior margins of the valve together doubles the function of the anterior adductor.
Nevertheless, the function of the cruciform muscle as presented here is unusual in bivalves. In the Tellinoidea, a similar muscle is seen on the proximal end of the posterior fusion of the inner mantle lobes [
34]. Interestingly, most genera with the cruciform muscle (except
Tellina) listed by Yonge [
34] show reduced lateral teeth, which would theoretically enable the valve to rotate around the transverse axis. Still more strikingly, the presence of the postero-ventral carina, and/or of diagonal sculpture with asymmetric ridges in
Macoma, Gari and
Solecurtus, would make it possible for the bivalves to move forward with such rotation even without assistance from the foot, the use of the foot rendering this movement much more efficient. Doubtless, the origin of the cruciform muscle in the Tellinoidea is independent from that in
Pholadomya, but should such function be involved in the former, it would be confirmed in the very rare, and therefore difficult to observe,
Ph. candida. Perhaps the manner of the cruciform muscle contraction (bundles contracting independently vs. their lower parts contracting together) could be explored by analysing their nerve pattern. Unfortunately, traces of the cruciform muscle attachment in fossil forms have been found so far only in
Ph. virgulosa from the Eocene [
12,
32]. No such structures could be found in my Jurassic material, despite examining specimens of a few species with well-visible internal morphology. Therefore, the muscle was either still not separated from the anterior adductor and/or the mantle muscles, or it had not appeared yet. Its utility in forms with tightly adhering hinge margins would be doubtful anyway, so it might have not been present in all the forms.
Regardless of the assistance provided by the cruciform muscle, there are other hints to infer that at least some
Pholadomya species were capable of active movement. On account of its small foot, Runnegar [
32] suspects
Ph. candida of having burrowed deeper as it grew, and of having been otherwise virtually immobile in the sediment. Morton [
11] assumes a higher potential for movement, as much as it is necessary for a deposit feeder. My fossil material does not lend itself to inferences regarding the foot structure. The anterior gapes, when visible (fossilised specimens are frequently found with valves non-anatomically pressed against each other), are narrow and long. The likely range of shell circumference within which the foot could have moved is inferred from the thickness of muscular impressions on the pallial line, observed in some specimens of the
Ph. protei group. The line is thin beneath the anterior adductor, and becomes a series of thicker imprints from the first strong lateral rib and just beyond it, suggesting reinforcement of the pallial muscles, which could have assisted the adductors (the first, strongest impression could have been left by the cruciform muscle) (
Figure 11).
Stanley [
2] found the deepest-burrowing extant bivalves to burrow very slowly, the burrowing depth being adapted to changes in the sediment surface and the bivalve size; some, when removed from the sediment, are not capable of re-burrowing.
Panopea japonica, arguably the deepest-burrowing extant bivalve, was studied by Kondo [
24,
29], who found it incapable of burrowing when removed from the sediment. However, he observed it to be able to perform efficient vertical movements. Despite the similarity with respect to deep burrowing, there is no extant equivalent of
Pholadomya, a deep burrower with non-retractable siphon and rich shell ornamentation. In my opinion, the mode of life of
Pholadomya cannot be regarded identical to that of the smooth-shelled species.
At present, thin shells are observed in both slow- and fairly fast-burrowing bivalves. The thinnest shell examined by Stanley [
2] is that of the slow-burrowing
Macoma tenta. It seems that bivalves with very thin shells could not burrow fast, because the shell would not be then able to withstand both the stress exerted by energetic movements of the foot, adductors, and ligament, as well as encounters with harder, coarser sediment particles.
The genus
Pholadomya is very variable in terms of the shell shape. The length to height ratio ranges from about 1 to more than 2 (at a low variability of the width to height ratio); according to Stanley [
2], the range accommodates both slow and fairly fast burrowers. Burrowing efficiency must have been highly dependent on the shape of the anterior part, which intercepts most of the stress during movement. Those forms assigned to the sub-genus
Bucardiomya are short and their anterior part is high and more or less flattened, which should have greatly hindered movements and rendered the bivalves virtually immobile in the sediment. Representatives of the sub-genus
Procardia show, mostly, still a more flattened anterior part, and occasionally even concave on account of large lunulae, which presented a hindrance as well unless they moved antero-ventrally. The remaining
Pholadomya are oval or somewhat cylindrical in outline, usually with a rounded anterior, and spindle-shaped in the dorsal view, which renders them relatively streamlined in shape (
Figure 12).
In deep-burrowing bivalves, the shell loses its protective function. To reduce the amount of effort associated with valve movement during burrowing and filtration, there are two gapes (even at closed valves): for the siphon and for the foot. In most bivalves, the anterior gape is large, evidencing a powerful foot. The gape in
Pholadomya is narrow; in the extant species, the foot is regarded as relatively small [
11], and poorly adapted to burrowing. Runnegar [
32] proposed that burrowing could have been assisted by hydrating the sediment in front of the bivalve (to be aspired and released at the rear, with the siphon?) with a water jet ejected through the anterior mantle gape. In my opinion, the same mechanism, regardless of its details, must have been applied also by the extinct forms.
Among representatives of the family,
Pholadomya is distinct in having radial ribs. Stanley [
2] demonstrated the ornamentation (particularly radial) to assist in stabilising an individual in the sediment, and in burrowing in the shallow-burrowing species with shapes far from streamlined (which, however, were usually relatively thick-shelled). A particularly good indicator for ornamentation as an aid in burrowing is the rib profile asymmetry: the steeper posterior sides of the ribs facilitate moving onwards and prevent moving back. Indeed, such ribs are visible in some individuals of
Ph. protei (cf.
Figure 10 and
Figure 13), but their shell shape must have been a hindrance for the movements. The ribs in most species are fairly symmetrical and strongest at the widest spot, which would have made them quite useful for burrowing. On the other hand, the ribs may fulfil other functions. I have no doubts that thick ribs (even more so, those criss-crossing the folds) rendered the shell considerably stiffer, similarly to flutings on gothic plate armouries or folds of corrugated sheet. Although Stanley [
2] did not regard the ornamentation as important for the shell construction, he did not study such thin sculpted shells. Nevertheless, this was most probably not the only function of the ribs; they could have both strengthened the valves and aided in burrowing. Another function mentioned by Stanley is stabilisation of valves interlocked with dentition of edges, which was not the case here: the ribs usually oppose one another, and the valves are barely touching each other.
The assistance in burrowing may be indicated by the correlation between the rib thickness and the sediment fraction [
2]. My materials did not show such a correlation, but it is mentioned by Aberhan [
35] with respect to
Ph. fidicula (see also below), and is indicative of a substantial activity, at least for the genus.
The finding of
Ph. aequalis in the shell of
Ph. protei and in reef limestone suggests that representatives of the species, having found a site appropriate for them, did not move any further. The gape in the shell of one individual, eroded by the other, is indicative that they, despite their very thin shells, could have—at least to some extent—burrowed among not particularly solid obstacles. A similar strategy in the remaining species cannot be ruled out. However, I think that the presence of specimens preserved with the dorsal margin more or less horizontal, suggests that they were more capable of moving in the horizontal plane than those always preserved with the more or less vertical axis (
Ph. latirostris vs.
Ph. lirata from Korwinów;
Table 1), which most probably can be reflected in the morphology (oval vs. anteriorly flattened) and corresponds to groups of species traditionally assigned to the subgenera of
Ph. (
Pholadomya) and
Ph. (
Bucardiomya), respectively.
Another argument for the ability to move, and even re-burrow after surfacing, is seen in traces of shell damage repair. The
Ph. protei specimen with such healing traces is shown in
Figure 13. Such a serious mechanical damage was produced most likely on the sediment surface (after the specimen had been washed out by current or removed by a predator) and the bivalve, having repaired the damage and continued growing, must have re-burrowed.
3.5. Predation
Filter-feeding animals bury themselves in the sediment to avoid predators. For deep-burrowing bivalves, the sediment takes over the protective function, and the shell becomes reduced to the minimum that is mechanically necessary to move and/or to enlarge the burrow in which the animal stays.
The efficacy of such a strategy is difficult to assess. Zatoń and Salamon [
36] found no remains of the Anomalodesmata in remains regurgitated by durophages. My observations of similar accumulations of remains at Gnaszyn (also those I had just uncovered) proved negative as well, despite the presence of fragments of delicate shells similar to those of
Pholadomya, e.g., resembling those of the ammonites
Oxycerites. The absence may suggest that members of
Pholadomya were not routine diet items for those predators. However, it cannot be ruled out that, because their shells were so delicate, they were not regurgitated but digested whole, as opposed to empty (thus of no nutritive value) shells of ammonites.
Two specimens only bore repaired traces of mechanical damage, which might have been inflicted by predators. The shell of one specimen,
Ph. lirata from silt, was about 1.5–2 cm high when its ventral margin became damaged; the subsequent shell growth was disturbed. It seems significant that such a small specimen could have been attacked—my collection does not contain any equally small representative of the species (nor do I have any other such small representative of the sub-genus
Bucardiomya), which may suggest that, once the bivalves survived the difficult early period when they were not able to burrow down to a safe depth in the sediment, and the shells were so thin as to become amenable to digesting in a durophage’s intestine, they were safe later in life. The other case is the already mentioned specimen of
Ph. protei which, with a much larger shell, was severely damaged but managed to repair the shell (
Figure 13). It was found in shell debris-rich sandy-oolithic limestone and was exhumed in taphonomic process, suggesting it could have been similarly exhumed when alive, and the damage could have been accidental (if the damage was inflicted by a predator, why would the latter abandon its prey?). The repaired shell damages (interpreted as predation traces) are much more frequent in the remaining molluscs in the collection.
Although the vital organs were, with the adult individual’s shell, at a depth safe from predators, the siphons reached the sediment surface. Predators could have attempted to pull the bivalve out by the siphon. The defence could have involved a rapid siphon retraction, whereby the siphon tip could have been bitten off at most. The predator could have given up trying to pull the prey out because that proved overly difficult, hardly promising any success, and/or because of a high energy expenditure. This is observed also today [
37,
38]. Could the smaller length of the inhalant siphon and the lack of sensors in the
Ph. candida specimen examined by Morton [
11] have been a result of such healed, but not fully regenerated, siphon bite-off?
Obviously, pulling out a whole bivalve comes as a big benefit for the predator, so it should try to do it, whereas preventing this is, for the bivalve concerned, a question of survival. Siphon contraction results in its being hidden in the sediment, but when the siphon has already been grabbed, the bivalve can be pulled out. The bivalves prevent this by wedging themselves in the sediment or increasing friction if the sediment is plastic or loose, and by creating a negative pressure beneath the shell so that it is pulled in a direction opposite to that of the predator’s pull. Friction increase or wedging occurs by shell valves being extended due to siphon contraction with closed pallial gapes, which increases the pressure within the mantle cavity [
2,
11]. The excess of water can be directed by the siphon towards the attacker. Valve extension facilitates wedging in the sediment, which is assisted by the shell shape narrowing posteriorly, and by the radial ribs. The properties of the ribs, already mentioned—which are usually at their strongest in the widest part of the shell, orientated horizontally in the filtering position (i.e., perpendicular to the direction of the predator’s pull), and occasionally an asymmetrical profile—makes them ideal for the purpose. The shell is being kept in place by the negative pressure beneath, just as with mud sucking in a person’s shoes. This is related to the sediment viscosity and the geometry of the lower (anterior) part of the shell. The higher the viscosity and the wider and flatter (or even concave) anteriorly the shell, the more effective the sucking (
Figure 12).
Although the well-developed ribbing may assist in motion, the anterior flattening seems to bring no other benefit. The species traditionally assigned to the sub-genera Procardia and Bucardiomya are clearly flattened anteriorly and, in my opinion, this is a result of their being extremely well adapted to the defence strategy described above, at the expense of mobility.
3.6. Parasitism and Diseases
As opposed to predation, diseases (and perhaps other causes of health deterioration; not always can the cause of adverse changes be identified) have left very numerous traces on the individuals examined. The most common pathology involves mud blisters, described by Sztajner [
39], found in several tens of
Pholadomya specimens and in some other deep-burrowing anomalodesmates, but in no other bivalve in the collection. Not uncommon were also half-pearls (also mentioned by Sztajner [
39]) and growth retardation as well as other developmental malformations (except for the already mentioned deformations of
Ph. aequalis), traces of pallial inflammation (?), and irregular ornamentation. Growth retardation and irregular ornamentation could have been provoked by fasting and other factors, and not necessarily by pathogens [
40], whereas the remaining symptoms evidence effects of parasites and diseases. Some specimens showed a series of pathologies, experienced both during growth and on maturity.
The frequent occurrence of the parasite-produced pathologies seems to be obvious because, although not every free-living animal falls prey to a predator, each is affected by parasites [
41]. In addition, the predator, having devoured its prey whole, makes it impossible to detect fossil traces of its attack. On the other hand, of the multitude of bivalve diseases, only very few leave their traces on the shells [
42]. Indeed, such traces are rarer in the non-infaunal bivalves in the collection than traces of predation, and even in the remaining anomalodesmatans (also infaunal) are less frequent than in
Pholadomya (the numbers are not given, because the collection is not representative owing to the preferential acquisition). As reported by Lauckner [
42], parasitic infestation usually intensifies with age, and the longevity of otherwise safe, deeply burrowed, adult bivalves seems to be the best explanation.
As mentioned by Sztajner [
39], pathological structures (mud blisters, most probably produced by Gymnophallidae-like digeneans) must have affected the functioning of some individuals very heavily, to the extent of making defence from predators difficult, e.g., by impeding siphon contraction with a much reduced diameter of the posterior gape (
Figure 14). Effects of parasites on the bivalve behaviour, facilitating attack and transfer, is well-known today [
42]. It may be presumed that the bivalves examined had been so affected, although this is difficult to decipher from the fossil record.