Improving Nonmetric Sex Classification for Hispanic Individuals

Current techniques used by forensic anthropologists for the identification of unknown human skeletal remains have largely been created using U.S. Black and White samples. When applied to Hispanics, these techniques perform poorly and can lead to misclassifications; consequently, there is an imperative need for population‐specific standards for Hispanics. This research examines the classification accuracies obtained by the original Walker (Am J Phys Anthropol, 136, 2008) and Klales et al. (Am J Phys Anthropol, 149, 2012) methods for nonmetric sex estimation and provides recalibrated regression equations specifically for Hispanics. Ordinal data were collected for five skull and three pelvic traits from a sample of 54 modern Hispanic individuals. Recalibration of the Klales et al. equation improved accuracy (90.3% vs. 94.1%), while recalibration of the Walker method equation decreased accuracy (81.5% vs. 74.1%), but greatly improved sex bias (22.2% vs. ?7.4%), thereby making the recalibrated equations more appropriate for use with Hispanics.     

A Validation Study of the Langley et al. (2017) Decision Tree Model for Sex Estimation

Langley et al. (2017) developed a sex estimation decision tree utilizing two traditional cranial traits (glabella and mastoid) and a new trait: zygomatic extension. This study aimed to test the reliability of their zygomatic extension scoring method and validate their sex estimation method. Ordinal score data were collected from 281 male and female U.S. White and Black individuals. The five traditional cranial traits were collected from physical specimens, while zygomatic extension was scored from 3D cranial models. Intra‐ and interobserver analyses carried out on a subsample of 30 individuals indicate good agreement between zygomatic scores. The decision tree correctly sexed 71.5% of the sample, but a strong sex bias (94.2% correct for females, 49.3% correct for males) severely limits the utility of this method. The Walker (2008) and Stevenson et al. (2009) methods produced higher accuracy rates (80.8% and 82.6%, respectively), although these methods also produced sex and ancestry biases.     

Reliability of the Walker Cranial Nonmetric Method and Implications for Sex Estimation

The cranial trait scoring method presented in Buikstra and Ubelaker (Standards for data collection from human skeletal remains. Fayetteville, AR: Arkansas Archeological Survey Research Series No. 44, 1994) and Walker (Am J Phys Anthropol, 136, 2008 and 39) is the most common nonmetric cranial sex estimation method utilized by physical and forensic anthropologists. As such, the reliability and accuracy of the method is vital to ensure its validity in forensic applications. In this study, inter‐ and intra‐observer error rates for the Walker scoring method were calculated using a sample of U.S. White and Black individuals (n = 135). Cohen's weighted kappas, intraclass correlation coefficients, and percentage agreements indicate good agreement between trials and observers for all traits except the mental eminence. Slight disagreement in scoring, however, was found to impact sex classifications, leading to lower accuracy rates than those published by Walker. Furthermore, experience does appear to impact trait scoring and sex classification. The use of revised population‐specific equations that avoid the mental eminence is highly recommended to minimize the potential for misclassifications.     

Cranial Nonmetric Variation and Estimating Ancestry*

Abstract: Historically, when predicting the ancestry of human skeletal remains, forensic anthropologists have not fully considered the variation within human populations, but instead have relied on a typological, experience‐based approach. Unfortunately, reliance on observer experience has produced a method that is as much an art as it is a science. This research focuses on the frequency distribution and inter‐trait correlations of 11 common morphoscopic traits to demonstrate that the experience‐based approach to ancestry prediction is indeed an art that is unscientific, because it is unreplicable, unreliable, and invalid. Ten of 11 traits examined had frequency distributions with significant differences (p < 0.001) between groups, but the range in variation of these traits far exceeds previous assumptions. Such within group variation clearly demonstrates that extreme trait expressions are not reliable for estimating ancestry through visual observation alone, but instead that these traits should be analyzed within a statistical framework.     

Metric Assessment of the Pubic Bone Using Known and Novel Data Points for Sex Estimation,

Biological sex estimation of skeletal remains is essential in forensic and archaeological analyses. Anthropologists most often use the pelvis, which is the most sexually dimorphic element both morphologically and metrically. While nonmetric pubic bone features have been studied extensively, few metric studies have examined this individual bone for dimorphism. For this study, three observers examined three previously identified and ten novel measurements of the pubic body on a modern sample of isolated pubic bones from the Maricopa County Forensic Science Center (FSC), in Phoenix, Arizona (n = 400). A relationship between pubic body measurements and biological sex was demonstrated, with significant correlations. Discriminant function analyses found that five measurements, four of which were novel, discriminated between males (89%) and females (86%). Observer experience level did not significantly impact the results. These five measurements were reliable and show promise for inclusion in metric methods for assessment of sex.     

Nonmetric Cranial Trait Variation and Ancestry Estimation in Asian and Asian-Derived Groups

Traditionally, precontact Native Americans and Asian groups have been conflated for aspects of the biological profile due to their distantly shared genetic history, although this grouping remains largely unexplored. This study examines craniomorphic variability to ascertain whether Asian groups can be differentiated from each other and from Asian-derived groups using more fine-tuned models. Cranial and mandibular data for 35 nonmetric traits were recorded on precontact Native Americans (n = 150) and modern Japanese (n = 150) and Thai (n = 150) individuals. Chi-square analyses indicate that all groups exhibit statistically significant differences in most traits. Additionally, cross-validated binary logistic regression equations resulted in correct classification rates in the range of 65.0–93.3% and demonstrate that sex does not contribute to statistical models. Therefore, numerous traits provide discriminatory resolution that detects differences between the samples, thus highlighting the potential utility of nonmetric traits in identifying individuals beyond the traditional African, European, and Asian forensic ancestry groupings.     

Distal Humerus Morphological Variation and Sex Estimation in Modern Thai Individuals,

Due to differential preservation, it is necessary to develop sex estimation methods on varied anatomical regions, including the distal humerus. Sexually dimorphic differences of the medial epicondyle angle, olecranon fossa shape, trochlear extension, and trochlear constriction have been documented in several non-Asian groups. This study examines distal humerus morphological variation in 616 modern Thai individuals (f = 198; m = 418) 18–96 years old and tests the methods on a hold-out sample of 152 individuals (f = 91; m = 61). The results indicate that population-specific binary probit regression performs the best (74.1–100%), followed by composite scoring (77.0–90.1%), binary logistic regression (63.3–92.2%), and univariate sectioning points (37.7–90.1%). Age minimally effects the expression of the medial epicondyle angle in males, and trait scoring is susceptible to high intra- and interobserver error. While demonstrating relatively high sex biases, distal humerus morphology can be used to estimate the sex of Thai individuals when more sexually dimorphic regions are absent.     

Sex determination using nonmetric characteristics of the mandible in Koreans

The mandible is the largest and hardest facial bone and retains its shape better than other bones in the forensic and physical anthropologic field. The mandible can be used to distinguish among ethnic groups and between sexes. We examined the morphological characteristics of the mandibles of 102 Koreans of either sex. Of 13 nonmetric items of the mandible, the characteristic that best allowed the sexes to be distinguished was the contour of the lower border of the mandible: rocker-shaped mandibles predominated in males (68.1%), whereas most females (84.6%) exhibited a straight mandible. In addition, the mental region was shaped differently between the sexes: the shape of the chin in most males was generally bilobate or square (91.7%), whereas the chin in females was either square (45.5%) or pointed (54.5%). In this study, the positive predict values of male and female were 92.5% and 73.7%, respectively. Therefore, the nonmetric method used to analyze the mandible in this study can be used for sex discrimination.     

Application of the Optimized Summed Scored Attributes Method to Sex Estimation in Asian Crania

The optimized summed scored attributes (OSSA) method was recently introduced and validated for nonmetric ancestry estimation between American Black and White individuals. The method proceeds by scoring, dichotomizing, and subsequently summing ordinal morphoscopic trait scores to maximize between‐group differences. This study tests the applicability of the OSSA method for sex estimation using five cranial traits given the methodological similarities between classifying sex and ancestry. A large sample of documented crania from Japan and Thailand (n = 744 males, 320 females) are used to develop a heuristically selected OSSA sectioning point of ≤1 separating males and females. This sectioning point is validated using a holdout sample of Japanese, Thai, and Filipino (n = 178 males, 82 females) individuals. The results indicate a general correct classification rate of 82% using all five traits, and 81% when excluding the mental eminence. Designating an OSSA score of 2 as indeterminate is recommended.     

Development and Assessment of Postcranial Sex Estimation Methods for a Guatemalan Population

This study tests whether postcranial sex estimation methods generated from Hispanic, and mainly Mexican samples, can be successfully applied to other increasingly common migrant populations from Central America. We use a sample of postcranial data from a modern (1980s) Guatemalan Maya sample (n = 219). Results indicate a decrease in classification accuracies for previously established univariate methods when applied to the Guatemalan study sample, specifically for males whose accuracies ranged from 30 to 84%. This bias toward inaccuracies for Guatemalan males is associated with the smaller skeletal sizes for the Guatemalan sample as compared to the samples used in the tested sex estimation methods. In contrast, the tested multivariate discriminant function classification yielded less sex bias and improved classification accuracies ranging from 82 to 89%. Our results highlight which of the tested univariate and multivariate methods reach acceptable levels for accuracy for sex estimation of cases where the region of origin may include Guatemala.     

Sex determination from hand and foot bone lengths

Numerous studies have addressed sex estimation from the hands and feet with varying results. These studies have utilized multiple measurements to determine sex from the hands and feet, including measures of robusticity (e.g., base width and midshaft diameter). However, robusticity measurements are affected by activity, which can disguise underlying patterns of sexual dimorphism. The purpose of this study is to investigate the utility of length measurements of the hands and feet to estimate sex. The sample consists of white females (n=123) and males (n=136) from the Terry Collection. Discriminant function analysis was used to classify individuals by sex. The left hand outperformed both the right hand and foot producing correct classification rates exceeding 80%. Surprisingly, the phalanges were better sex discriminators than either the metacarpals or metatarsals. This study suggests that length measures are more appropriate than robusticity measures for sex estimation.     

Pitfalls of Computed Tomography 3D Reconstruction Models in Cranial Nonmetric Analysis*

Many studies in the literature have highlighted the utility of virtual 3D databanks as a substitute for real skeletal collections and the important application of radiological records in personal identification. However, none have investigated the accuracy of virtual material compared to skeletal remains in nonmetric variant analysis using 3D models. The present study investigates the accuracy of 20 computed tomography (CT) 3D reconstruction models compared to the real crania, focusing on the quality of the reproduction of the real crania and the possibility to detect 29 dental/cranial morphological variations in 3D images. An interobserver analysis was performed to evaluate trait identification, number, position, and shape. Results demonstrate a false bone loss in 3D models in some cranial regions, specifically the maxillary and occipital bones in 85% and 20% of the samples. Additional analyses revealed several difficulties in the detection of cranial nonmetric traits in 3D models, resulting in incorrect identification in circa 70% of the traits. In particular, pitfalls included the detection of erroneous position, error in presence/absence rates, in number, and in shape. The lowest percentages of correct evaluations were found in traits localized in the lateral side of the cranium and for the infraorbital suture, mastoid foramen, and crenulation. The present study highlights important pitfalls in CT scan when compared with the real crania for nonmetric analysis. This may have crucial consequences in cases where 3D databanks are used as a source of reference population data for nonmetric traits and pathologies and during bone-CT comparisons for identification purposes.     

Metric Sex Determination of the Human Coxal Bone on a Virtual Sample using Decision Trees

Decision trees provide an alternative to multivariate discriminant analysis, which is still the most commonly used in anthropometric studies. Our study analyzed the metric characterization of a recent virtual sample of 113 coxal bones using decision trees for sex determination. From 17 osteometric type I landmarks, a dataset was built with five classic distances traditionally reported in the literature and six new distances selected using the two-step ratio method. A ten-fold cross-validation was performed, and a decision tree was established on two subsamples (training and test sets). The decision tree established on the training set included three nodes and its application to the test set correctly classified 92% of individuals. This percentage was similar to the data of the literature. The usefulness of decision trees has been demonstrated in numerous fields. They have been already used in sex determination, body mass prediction, and ancestry estimation. This study shows another use of decision trees enabling simple and accurate sex determination.     

A Method for Estimating Sex Using Metric Analysis of the Scapula*

Abstract: The most accurate and precise methods for the assessment of age and stature often require knowledge of sex. Thus, being able to correctly identify sex from skeletal remains is critical in the forensic context. The presence of the os coxae or skull can never be guaranteed, making the development of reliable methods of sex estimation using other skeletal elements necessary. Using a 724 individual calibration sample from the Hamann‐Todd collection, this study identifies sexual dimorphism in the human scapula, and presents a new five‐variable discriminant function for sex estimation. The overall accuracy of this method proved to be 95.7% on the cross‐validated calibration sample, 92.5% on an 80 individual test sample from the Hamann‐Todd collection, and 84.4% on a 32 individual test sample from the skeletal collection of the Wichita State University Biological Anthropology Laboratory. Additionally, a slightly less accurate two‐variable model was developed and has cross‐validated accuracy of 91.3%.     

A Test of Sex Estimation in Subadults Using the Elevation of the Auricular Surface from Four Samples of Known Age and Sex

Biological sex is foundational to the work of forensic anthropologists and bioarcheologists. The lack of reliable biological sex estimation methods for subadults has, thus, greatly limited forensic and bioarcheological analyses. Auricular surface elevation showed promise as a subadult sex estimation method in previous studies. This study examined two auricular surface elevation evaluation methods on four subadult samples of known age, sex, and ancestry. Samples were scored as “male,” “female,” or “indeterminate” and results were examined with chi‐square analysis. No consistent sex estimation pattern, accuracy, or predictive value was produced between samples. Only one test was significant using Fisher's exact test analysis (FET = 7.501, p < 0.022): the composite approach on the Hamann‐Todd sample. While age, sample size, or developmental factors may play a role in these results, clearly sample variation does as well. This study found auricular surface elevation was not a useful subadult sex estimation method.     

Postcranial Sex Estimation Criteria for Mexican Hispanics

Population-specific reference data are necessary for sex estimation in forensic anthropological practice. Currently, there are no population-specific data for Hispanics equivalent to data available for American Blacks and Whites. Individuals of Mexican origin represent the largest group of Hispanics in the United States (Spradley and Jantz. 2011. J Forensic Sci;56:289). This paper presents new population-specific sex estimation criteria for postcranial measurements for Mexican Hispanics. Metric data come from positively identified border-crossing fatalities at the Pima County Office of the Medical Examiner and documented cemetery collections curated at Universidad Nacional Autónoma de México and Universidad Autónoma de Yucatán. Stepwise variable selection procedures and discriminant function analyses were utilized to generate classification functions for postcrania. Sectioning points were also created for select measurements. Both the cross-validated classification rates and sectioning points achieved accuracy rates as high as 95% and 92%, respectively. These new criteria will improve sex estimation for US Mexico border crossers and Hispanics in the US.     

Sex,Parity, and Scars: A Meta‐analytic Review

The ability to identify whether a female has been pregnant or has given birth has significant implications for forensic investigations and bioarcheological research. The meaning of “scars of parturition,” their causes, and their significance are a matter of contention, with a substantial literature of re‐evaluations and tests of the relationship between pelvic scarring and parity. The aim of this study was to use meta‐analytic techniques (the methodological approach) to test whether pelvic scarring, namely dorsal pubic pitting and the preauricular groove, is a predictor of parity and sex. Meta‐analyses indicated that neither dorsal pubic pitting nor the preauricular groove are predictors of parity status, while dorsal pubic pitting is a moderate predictor of sex. A weak relationship between dorsal pubic pitting and parity was identified, but this is believed to be a product of the moderate relationship with sex. This calls into question whether any causal relationship between parity and pelvic scarring exists.     

A Method for Estimating Sex Using the Clavicle,Humerus, Radius,and Ulna

Sex estimation from skeletal remains can be an important part of preliminary identification. The best source of information for estimating sex is the pelvis but it is not always available for analysis. For these cases, a probabilistic sex estimation method is presented using combinations of standard and alternative measurements of the clavicle, humerus, radius, and ulna. Various equations are developed that are not population specific and that are applicable in various recovery scenarios. The equations were tested using four independent samples (n > 370), including a forensic sample. Allocation accuracies vary by test sample and equation and are consistently good (87.4–97.5%) except for a sample of very small males that show the extreme effects of poverty and mortality bias. For many of the cases where allocation was incorrect, the probabilistic approach indicated that no confidence should be placed in the incorrect allocation and the unknown should be classified as sex indeterminate.     

Sex estimation from foot dimensions in an indigenous Indian population

Dismembered/severed human remains are frequently found in cases of mass disasters and criminal mutilation. Sex estimation from foot dimensions, therefore, has a vital role in establishing personal identity. There is a paucity of literature on this issue from various Indian populations. The "Rajbanshi" is one such indigenous population located in the state of West Bengal, India. The present study attempts to estimate sex from foot length, foot breadth, and foot index among 350 living adult Rajbanshi (175 men and 175 women) individuals (age range: 18-50 years). The study concludes that foot dimensions show significant sex differences. Both sectioning point and regression analyses can be used to estimate sex from foot dimensions. However, multiple regression models appear to have the maximum accuracy in sex differentiation. Although statistically significant sex differences are evident for foot index, its practical utility appears to be limited because of considerable overlap.