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Late Ordovician ostracods from the “butter shale” Lagerstätten of the Cincinnati Arch region, Ohio, USA

Published online by Cambridge University Press:  03 August 2026

Yichi Zhang*
Affiliation:
School of Biological Sciences, Area of Ecology and Biodiversity, Swire Institute of Marine Science, Institute for Climate and Carbon Neutrality, and Musketeers Foundation Institute of Data Science, the University of Hong Kong, Kadoorie Biological Sciences Building, Pokfulam Road, Hong Kong SAR, China School of Energy and Environment, State Key Laboratory of Marine Environment Health, City University of Hong Kong, Tat Chee Avenue, Kowloon, Hong Kong SAR, China
Moriaki Yasuhara
Affiliation:
School of Energy and Environment, State Key Laboratory of Marine Environment Health, City University of Hong Kong, Tat Chee Avenue, Kowloon, Hong Kong SAR, China
Brenda R. Hunda
Affiliation:
Cincinnati Museum Center, 1301 Western Avenue, Cincinnati, 45203 Ohio, USA
Cameron E. Schwalbach
Affiliation:
Cincinnati Museum Center, 1301 Western Avenue, Cincinnati, 45203 Ohio, USA
Jiamian Hu
Affiliation:
School of Biological Sciences, Area of Ecology and Biodiversity, Swire Institute of Marine Science, Institute for Climate and Carbon Neutrality, and Musketeers Foundation Institute of Data Science, the University of Hong Kong, Kadoorie Biological Sciences Building, Pokfulam Road, Hong Kong SAR, China School of Energy and Environment, State Key Laboratory of Marine Environment Health, City University of Hong Kong, Tat Chee Avenue, Kowloon, Hong Kong SAR, China
Jingwen Zhang
Affiliation:
Department of Earth, Atmospheric and Planetary Sciences, Massachusetts Institute of Technology, 77 Massachusetts Ave, Cambridge, 02139 Massachusetts, USA
*
Corresponding author: Yichi Zhang; Email: yichi@connect.hku.hk

Abstract

The “butter shale” Lagerstätten of the Cincinnati Arch region is renowned for its well-preserved fossil records, documenting the dynamics of the Late Ordovician “Richmondian Invasion,” during which faunal migration from multiple source basins into the region led to a drastic increase in diversity. Among the diverse fossil groups, ostracods, an important component in marine benthic communities, have been substantially neglected, despite their great potential for paleobiogeographical, paleoecological, and macroevolutionary reconstructions. Here we systematically document ostracods from the butter shale for the first time, with 29 species of 24 genera being described. Two new species, Milleratia binodosa n. sp. and Daleiella? cincinnatiensis n. sp., are examined in detail. Analyses on faunal composition indicate that ostracods also participated in the process of the invasion during the early and main stages, as evidenced by the presence of both native and migrated taxa from other paleobasins in Laurentia. The studied ostracod fauna, characterized by the dominance of the suborder Binodicopina with relatively low diversity but high abundance, is associated with siliciclastic depositional environments and is consistent with the interpreted depositional setting of the butter shales. We also found strong biogeographical connections of the butter shale ostracod fauna with those within Laurentia as well as with faunas from adjacent paleocontinents, especially Baltica and Avalonia.

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Memoir
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This is an Open Access article, distributed under the terms of the Creative Commons Attribution licence (http://creativecommons.org/licenses/by/4.0), which permits unrestricted re-use, distribution and reproduction, provided the original article is properly cited.
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© The Author(s), 2026. Published by Cambridge University Press on behalf of Paleontological Society
Figure 0

Figure 1. (1, 2) Location map of the sampled area (indicated by orange diamond) and sections (indicated by green and blue diamonds). (3) Stratigraphical framework of the Cincinnatian Series (Holland and Patzkowsky, 1996; Brett et al., 2020) with butter-shales positions (Aucoin et al., 2016) and sequence stratigraphy (Brett et al., 2020). Chr. Str. = Chronostratigraphy; Gl. = Global; N.A. = North American; Seq. Str. = Sequence Stratigraphy. Samples collected from two sections (indicated by green and blue shading) are categorized from “Shale 1” (S1) to “Shale 7” (S7). Gray shading indicates sequences containing Richmondian Invasion stages (Stigall, 2023).Figure 1. long description.

Figure 1

Figure 2. Stratigraphical range of ostracods from the butter shales of the Cincinnati Arch region. Width of the bars represents relative abundance (%) of each species in each sample from the two sections (indicated by green and blue shading). See Figure 1 for age determinations of each stratigraphic formation and member. Note that 7 m of lithology in the Clarksville Member are omitted because no samples were collected from this interval.Figure 2. long description.

Figure 2

Figure 3. General composition of the butter-shale ostracod fauna from the Cincinnati Arch region at the standpoints of taxonomy (orders and suborders) and endemicity (species and genus levels).Figure 3. long description.

Figure 3

Figure 4. Ranges of butter-shale ostracod fauna of the Cincinnati Arch region against the Richmondian Invasion stages of Stigall (2023), based on the sequence stratigraphical framework (Holland and Patzkowsky, 1996; Brett et al., 2020). Basins modified from Stigall (2023), with data from Cincinnati Basin (Warshauer and Berdan, 1982), Eastern Midcontinent (Keenan, 1951; Swain, 1987; Swain and Cornell, 1987), and Appalachian Basin (A. B.) (Swain, 1957, 1962; Kraft, 1962; Copeland, 1982; Zhang et al., 2025). Due to lack of study on ostracods, data are missing from C1 to C3 sequences (marked with dashed line).Figure 4. long description.

Figure 4

Figure 5. (1) Reconstructed ostracod dispersal pathways into the Cincinnati Basin during the late Katian Age (~450 Ma). Blue and gray arrows associated with Aechmina and Longiscula, respectively, represent the invasions from the Eastern Midcontinent and the Appalachian Basin (see Fig. 4 caption for references). Orange arrows indicate simplified ocean surface circulation, modified from Pohl et al. (2016). 1 = Cincinnati Basin; 2 = Eastern Midcontinent (= Illinois, Iowa, Missouri); 3 = Appalachian Basin. Basins modified from Stigall (2023). Base map modified from Blakey (2013) and Torsvik and Cocks (2017). (2) Genus-level relations between the studied butter-shale ostracod fauna and selected faunas from Baltica (Hessland, 1949; Henningsmoen, 1954; Gailīte, 1971; Přibyl, 1975; Olempska, 1994; Meidla, 1996) and Avalonia (Schallreuter et al., 2000; Williams et al., 2001) during the late Katian Age (~450 Ma). Marked with number of commonly shared genera between two regions connected by black line. Number in Laurentia represents the number of commonly shared genera between the butter-shale fauna and other Laurentian faunas. Base map modified from Torsvik and Cocks (2017); shapes of paleocontinents are simplified.Figure 5. long description.

Figure 5

Figure 6. Ostracods from the butter-shale Lagerstätten of the Cincinnati Arch region, southern Ohio State. (1–11) Warthinia nodosa (Ulrich, 1890): (1–4) CMC IP103873: (1) left lateral view; (2) right lateral view; (3) dorsal view; (4) ventral view; (5, 6) CMC IP103874: (5) right lateral view; (6) dorsal view; (7, 8) CMC IP103875: (7) left lateral view; (8) dorsal view; (9) CMC IP103876, right lateral view; (10) CMC IP103877, right lateral view; (11) CMC IP103878, left lateral view. (12, 13) Bollia regularis (Emmons, 1855): (12) CMC IP103879, left lateral view; (13) CMC IP103880, left lateral view. (14, 15) Bollia cf. B. subaequata Ulrich, 1894: (14) CMC IP103881, right lateral view; (15) CMC IP103882, left lateral view. (16–21) Quasibollia persulcata (Ulrich, 1879): (16) CMC IP103883, left lateral view; (17) CMC IP103884, right lateral view; (18) CMC IP103885, left lateral view; (19) CMC IP103886, right lateral view; (20) CMC IP103887, right lateral view; (21) CMC IP103888, right lateral view. Scale bar = 200 μm.Figure 6. long description.

Figure 6

Figure 7. Ostracods from the butter-shale Lagerstätten of the Cincinnati Arch region, southern Ohio State. (1–10) Aechmina cf. A. richmondensis Ulrich and Bassler, 1923. (1–4) CMC IP103889: (1) right lateral view; (2) left lateral view; (3) dorsal view; (4) ventral view. (5–7) CMC IP103890: (5) right lateral view; (6) magnified fragment of the ventral spines; (7) ventral view. (8) CMC IP103891, right lateral view. (9) CMC IP103892, right lateral view. (10) CMC IP103893, left lateral view. (11) Saccelatia? sp.; CMC IP103894, right lateral view. (12–14) Pseudulrichia albraca Schallreuter and Lehnert, 1993: (12) CMC IP103895, left lateral view; (13) CMC IP103896, right lateral view; (14) CMC IP103897, left lateral view. (1–5, 7–14) Scale bar = 200 μm; (6) scale bar = 10 μm.Figure 7. long description.

Figure 7

Figure 8. Ostracods from the butter-shale Lagerstätten of the Cincinnati Arch region, southern Ohio State. (1–6) Ctenobolbina ventrispinifera Warshauer and Berdan, 1982. (1–4) CMC IP103898: (1) right lateral view; (2) left lateral view; (3) dorsal view; (4) ventral view. (5, 6) CMC IP103899: (5) right lateral view; (6) left view. (7–14) Hastatellina trilobis (Keenan, 1951). (7, 8) CMC IP103900: (7) left lateral view; (8) ventral view. (9–12) CMC IP103901: (9) left lateral view; (10) right lateral view; (11) dorsal view; (12) ventral view. (13) CMC IP103902, right lateral view. (14) CMC IP103903, right lateral view. (15) Tetradella ellipsilira Kay, 1934; CMC IP103904, left lateral view. Scale bar = 500 μm.Figure 8. long description.

Figure 8

Figure 9. Ostracods from the butter-shale Lagerstätten of the Cincinnati Arch region, southern Ohio State. (1–9) Euprimitia minuta Keenan, 1951. (1–5) CMC IP103905: (1) right lateral view; (2) left lateral view; (3) dorsal view; (4) ventral view; (5) magnified fragment of the coarse reticulation. (6) CMC IP103906, left lateral view. (7) CMC IP103907, left lateral view. (8) CMC IP103908, right lateral view. (9) CMC IP103909, left lateral view. (10–14) Euprimitia cf. E. sanctipauli Ulrich, 1894. (10–12) CMC IP103910: (10) right lateral view, damaged specimen; (11) anterior view, showing the anteroventral canaliculate structure; (12) magnified fragment of pits on the surface. (13, 14) CMC IP103911: (13) left lateral view; (14) ventral view. (1–4, 6–11, 13, 14) Scale bar = 500 μm; (5) scale bar = 10 μm; (12) scale bar = 20 μm.Figure 9. long description.

Figure 9

Figure 10. Ostracods from the butter-shale Lagerstätten of the Cincinnati Arch region, southern Ohio State. (1–11) Americoncha multiannulata (Levinson, 1951). (1–4) CMC IP103912: (1) left lateral view; (2) right lateral view; (3) dorsal view; (4) ventral view. (5, 6) CMC IP103913: (5) left lateral view; (6) ventral view. (7) CMC IP103914, right lateral view. (8) CMC IP103915, left lateral view. (9, 10) CMC IP103916: (9) left lateral view; (10) magnified fragment of partly reticulation; (11) CMC IP103917, left lateral view. (12–15) Americoncha punctata (Keenan, 1951): (12) CMC IP103918, left lateral view; (13) CMC IP103919, right lateral view; (14) CMC IP103920, right lateral view; (15) CMC IP103921, right lateral view, damaged specimen. (1–9, 11–15) Scale bar = 200 μm; (10) scale bar = 10 μm.Figure 10. long description.

Figure 10

Figure 11. Ostracods from the butter-shale of the Cincinnati Arch region, southern Ohio State. (1–7) Macronotella sp. (1–5) CMC IP103922: (1) left lateral view; (2) right lateral view; (3) dorsal view; (4) ventral view; (5) magnified fragment of the finely pitted surface. (6) CMC IP103923, left lateral view. (7) CMC IP103924, left lateral view. (8–10) Milleratia cincinnatiensis (Miller, 1875): (8) CMC IP103925, left lateral view; (9) CMC IP103926, right lateral view; (10) CMC IP103927, left lateral view. (11–17) Milleratia binodosa n. sp. (11) CMC IP103928, paratype, right lateral view. (12–15) CMC IP103929, holotype: (12) right lateral view; (13) left lateral view; (14) dorsal view; (15) ventral view. (16, 17) CMC IP103930, paratype: (16) right lateral view; (17) ventral view. (1–4, 6–17) Scale bar = 200 μm; (5) scale bar = 10 μm.Figure 11. long description.

Figure 11

Figure 12. Size variation for Milleratia binodosa n. sp. from the Flexicalymene minuens shale of the Liberty Formation of Caesar Creek State Park, Waynesville, Ohio, USA.

Figure 12

Figure 13. Ostracods from the butter-shale of the Cincinnati Arch region, southern Ohio State. (1–7) Laccoprimitia cryptomorphologica Warshauer and Berdan, 1982: (1) CMC IP103931, right lateral view; (2) CMC IP103932, right lateral view; (3) CMC IP103933, right lateral view; (4) CMC IP103934, left lateral view; (5) CMC IP103935, right lateral view; (6) CMC IP103936, left lateral view; (7) CMC IP103937, right lateral view. (8) Primitiella? sp.; CMC IP103938, left lateral view. (9–16) Primitia cf. P. cannonensis Swain and Cornell, 1987. (9–12) CMC IP103939: (9) left lateral view; (10) right lateral view; (11) dorsal view; (12) ventral view. (13) CMC IP103940, left lateral view. (14) CMC IP103941, left lateral view. (15) CMC IP103942, right lateral view. (16) CMC IP103943, right lateral view. (17–21) Schmidtella? incompta Ulrich, 1894. (17–20) CMC IP103944: (17) right lateral view; (18) left lateral view; (19) dorsal view; (20) ventral view. (21) CMC IP103945, left lateral view. (22, 23) Schmidtella umbonata Ulrich, 1894: (22) CMC IP103946, lateral view; (23) CMC IP103947, lateral view. Scale bar = 200 μm.Figure 13. long description.

Figure 13

Figure 14. Ostracods from the butter-shale Lagerstätten of the Cincinnati Arch region, southern Ohio State. (1–9) Daleiella? cincinnatiensis n. sp. (1–4) CMC IP103948, holotype: (1) right lateral view; (2) left lateral view; (3) dorsal view; (4) ventral view. (5) CMC IP103949, right lateral view. (6) CMC IP103950, left lateral view. (7) CMC IP103951, paratype, left lateral view. (8) CMC IP103952, paratype, left lateral view. (9) CMC IP103953, left lateral view. (10–16) Rectella cf. R. derosforma Taha, 2018. (10–13) CMC IP103954: (10) left lateral view; (11) right lateral view; (12) dorsal view; (13) ventral view. (14) CMC IP103955, left lateral view. (15) CMC IP103956, right lateral view. (16) CMC IP103957, right lateral view. (17–22) Macrocyproides trentonensis (Ulrich, 1894). (17–20) CMC IP103958: (17) left lateral view; (18) right lateral view; (19) dorsal view; (20) ventral view. (21) CMC IP103959, left lateral view. (22) CMC IP103960, right lateral view. Scale bar = 200 μm.Figure 14. long description.

Figure 14

Figure 15. Size variation for Daleiella? cincinnatiensis n. sp. from the Flexicalymene minuens shale of the Liberty Formation of Caesar Creek State Park, Waynesville, Ohio, USA.Figure 15. long description.

Figure 15

Figure 16. Ostracods from the butter-shale Lagerstätten of the Cincinnati Arch region, southern Ohio State. (1–4) Phelobythocypris cylindrica (Hall, 1871), CMC IP103961: (1) left lateral view; (2) right lateral view; (3) dorsal view; (4) ventral view. (5–8) Elliptocyprites longula Swain, 1962, CMC IP103962: (5) left lateral view; (6) right lateral view; (7) dorsal view; (8) ventral view. (9–15) Longiscula subcylindrica (Ulrich, 1889). (9–12) CMC IP103963: (9) left lateral view; (10) right lateral view; (11) dorsal view; (12) ventral view. (13) CMC IP103964, right lateral view. (14) CMC IP103965, right lateral view. (15) CMC IP103966, left lateral view. (16–21) Krausella brevicornis (Keenan, 1951). (16) CMC IP103967, right lateral view. (17–20) CMC IP103968: (17) left lateral view; (18) right lateral view; (19) dorsal view; (20) ventral view. (21) CMC IP103969, right lateral view. Scale bar = 500 μm.Figure 16. long description.