THE CYTOLOGY AND DERIVATION OF A TEMPERATURE-SENSITIVE MEIOTIC MUTANT IN THE FERN CERATOPTERIS

Meiotic mutants were obtained from an inbreeding program following a hybridization between two diploid species of the homosporous fern Ceratopteris. The mutants are characterized by high levels of asynapsis at high temperatures (27 C, 33 C) and by aberrant spindle function at low temperatures (18 C). Spore viabilities vary with temperature and are highest at 23 C. Occasional restitution during the first division results in the production of dyads of diploid spores, some of which are viable. The inbreeding program was characterized by the expression of high levels of apparent heterozygosity in spite of intragametophytic selfing. It appears that segregation within the inbreeding program was responsible for the production of the mutants. The apparent heterozgosity and segregation can be explained by a previously documented genetic system within the polyploid homosporous ferns.     

NONHOMOLOGOUS CHROMOSOME PAIRING IN THE FERN CERATOPTERIS

The homosporous fern Ceratopteris thalictroides forms completely homozygous offspring sporophytes in one generation of selfing. Such homozygotes do not breed true and can exhibit structural heterozygosity for chromosomal mutations in some meiocytes. This is due to occasional nonhomologous (presumably homoeologous) chromosome pairing at meiosis in these polyploid ferns.     

ELECTROPHORETIC EVIDENCE FOR GENETIC DIPLOIDY IN PSILOTUM NUDUM

Psilotum nudum (2n = 104) has been considered an ancient polyploid, having resulted from repeated cycles of hybridization and allopolyploidy. However, electrophoretic analysis indicates that this species is genetically diploid despite its high chromosome number. Sixteen enzymes, encoded by 28 loci, revealed in P. nudum the number of isozymes typical of diploid seed plants. There is, therefore, no evidence of polyploid gene expression for the enzymes analyzed. These results for Psilotophyta are similar to those obtained for other lineages of homosporous pteridophytes, i.e., Arthrophyta and homosporous Microphyllophyta and Pteridophyta, all of which should be considered genetically diploid. Several hypotheses have been proposed to explain these results, most notably 1) cycles of allopolyploidy followed by massive gene silencing, and 2) initiation of these lineages with high chromosome numbers, possibly via chromosomal fission. Discrimination between these hypotheses awaits testing with molecular genetic techniques.     

ESTIMATED RATES OF INTRAGAMETOPHYTIC SELFING IN LYCOPODS

Homosporous pteridophytes are characterized by the production of free-living, potentially bisexual gametophytes. Because of the close proximity of archegonia and antheridia on the same thallus, it has been assumed that high rates of intragametophytic self-fertilization would predominate in natural populations of homosporous pteridophytes. Using enzyme electrophoresis we determined sporophytic genotype frequencies for natural populations of three lycopod species, Lycopodium clavatum, L. annotinum, and Huperzia miyoshiana. Based on these genotype frequencies and the estimation procedures of Holsinger (1987), the estimated rates of intragametophytic selfing in these species are extremely low. Estimated selfing rates were greater than 0.000 in only two of 13 populations of L. clavatum, one of six populations of L. annotinum, and one of four populations of H. miyoshiana. Despite the potential for intragametophytic self-fertilization, the gametophytes of these three lycopod species predominantly cross-fertilize, although the mechanism(s) promoting intergametophytic matings are unknown. These results are similar to those obtained for homosporous ferns and Equisetum arvense. It is therefore clear that most homosporous pteridophyte species investigated do not exhibit high rates of intragametophytic self-fertilization; in contrast, intergametophytic matings predominate.     

GAMETOPHYTIC SELF-FERTILIZATION IN HOMOSPOROUS PLANTS: DEVELOPMENT,EVALUATION, AND APPLICATION OF A STATISTICAL METHOD FOR EVALUATING ITS IMPORTANCE

The methods described here make it possible to use data on sporophytic genotype frequencies to estimate the frequency of gametophytic self-fertilization in populations of homosporous plants. Bootstrap bias reduction is effective in reducing or eliminating the bias of the maximum likelihood estimate of the gametophytic selfing rate. The bias-corrected percentile method provides the most reliable confidence intervals for allele frequencies. The percentile method gives the most reliable confidence intervals for the gametophytic selfing rate when selfing is common. The maximum likelihood intervals, the percentile intervals, the bias-corrected percentile intervals, and the bootstrap t intervals are all overly conservative in their construction of confidence intervals for the gametophytic selfing rate when self-fertilization is rare. Application of the recommended methods indicates that gametophytic self-fertilization is quite rare in two sexually reproducing populations of Pellaea andromedifolia studied by Gastony and Gottlieb (1985).     

ELECTROPHORESIS IS MODIFYING OUR CONCEPTS OF EVOLUTION IN HOMOSPOROUS PTERIDOPHYTES

Analyses of electrophoretically detectable enzyme variants in homosporous pteridophytes are facilitating the development of new insights into their genetics and evolution. The number of isozymes per enzyme indicates that homosporous pteridophytes are genetic diploids, in spite of the fact that they have high chromosome numbers. High levels of heterozygosity and genetic variability in sporophytic populations indicate that many diploid species are outcrossing with inbreeding representing a derived character state. Because the congeneric homosporous pteridophyte species analyzed to date have low genetic identities, allozymic characters are also proving to be useful as genomic markers for elucidating patterns of reticulate evolution. The accumulated data suggest that the genetic system of homosporous pteridophytes differs fundamentally from that of seed plants. The present genomic constitution of extant taxa may be the result of repeated cycles of allopolyploidy followed by gene silencing and extinction of progenitor taxa. Alternatively, the original homosporous pteridophytes may have had high chromosome numbers. Although current species probably evolved recently, their phylogenetic roots may be difficult to trace because even closely related pteridophytes are genetically distant and extinction has obliterated the ancestral intermediates between lineages. These hypotheses can and should be tested using a combination of molecular, phylogenetic, and population biology methods.     

Reproductive biology of three fern species may contribute to differential colonization success in post-agricultural forests

Because selfing enables a single individual to reproduce in a new location, the ability to self-fertilize should enhance plants' capacity for colonization. This study examined whether selfing ability correlated with successful migration in three fern species, Dryopteris carthusiana, Dryopteris intermedia, and Polystichum acrostichoides, which vary in their ability to colonize forests on abandoned agricultural lands in central New York, USA. Polystichum acrostichoides is much more frequent in forests that were never cleared for agriculture, D. carthusiana is more frequent in forests that developed on former fields, and D. intermedia is equally frequent in the two forest types. To test the hypothesis that better-colonizing species and post-agricultural forest populations have greater selfing ability, I assessed the sporophyte production of gametophytes grown in isolation and in pairs of varying relatedness. Dryopteris carthusiana had the highest reproductive success and selfing ability and P. acrostichoides the lowest. These results support the hypothesis that selfing may facilitate colonization in these species. They also exemplify the general pattern that polyploid fern species have higher rates of self-fertilization than related diploids, as the allotetraploid D. carthusiana had greater selfing ability than both diploid species.     

Evolution of Inbreeding and Outcrossing in Ferns and Fern-Allies

Abstract Mating systems of 18 species of homosporous ferns follow a bimodal distribution, similar to that observed for seed plants (Schemske and Lande, 1985). Most species are highly outcrossing, a few are inbreeding, and two species examined to date have mixed mating systems. Equisetum arvense and several species of lycopods are also highly outcrossing. Several mechanisms, including inbreeding depression, antheridiogen, and ontogenetic sequences that result in effectively unisexual gametophytes, promote outcrossing in homosporous ferns and perhaps other homosporous pteridophytes as well. In some species of homosporous ferns, selection has favored the evolution of inbreeding as an adaptation for colonization. High levels of intra- and interpopulational gene flow via spore dispersal, coupled with high levels of intergametophytic crossing, generally lead to genetically homogeneous populations and species of homosporous ferns. However, rock-dwelling ferns and ferns from xeric habitats may exhibit significant population genetic structure due to physically patchy habitats. Reticulate evolution in homosporous ferns may be enhanced by high levels of intergametophytic crossing.     

ARE LYCOPODS WITH HIGH CHROMOSOME NUMBERS ANCIENT POLYPLOIDS?

It has been established that the number of isozymes (different forms of an enzyme encoded by different gene loci) is highly conserved in diploid angiosperms and gymnosperms. In contrast, allopolyploid angiosperms display an increase in isozyme number due to the addition of divergent genomes. Lycopods (Microphyllophyta) are an ancient lineage of vascular plants having very high chromosome numbers. It has been maintained that lycopods acquired these high chromosome numbers through repeated episodes of polyploidy. Despite high chromosome numbers, however, lycopod species having the lowest chromosome numbers within genera possess the number of isozymes typical of diploid seed plants for all enzymes examined except triosephosphate isomerase. There is, therefore, no genetic evidence from enzyme electrophoresis for polyploidy in these plants. These results are comparable to findings for other homosporous pteridophytes including the ferns (Pteridophyta) and horsetails (Arthrophyta). Alternative hypotheses for widespread genetic diploidy in homosporous pteridophytes are 1) repeated cycles of allopolyploidy followed by gene silencing; 2) repeated cycles of autopolyploidy, which would result in duplicated, but not divergent genes for isozymes; 3) initiation of these lineages with relatively high chromosome numbers.     

AN ELECTROPHORETIC INVESTIGATION OF INTRAGAMETOPHYTIC SELFING IN EQUISETUM ARVENSE

Because homosporous pteridophytes (Psilotophyta, Arthrophyta, most Microphyllophyta and Pteridophyta) produce bisexual gametophytes, it was maintained that high levels of inbreeding would characterize these plants. Electrophoretic evidence was used to estimate the frequency of intragametophytic selfing in Equisetum arvense (Arthrophyta). A total of 669 samples from 17 populations was examined from western North America. Although some populations exhibited as many as seven or eight genotypes, 10 populations were each characterized by only a single genotype; eight of these populations were heterozygous for one or more loci. For most populations, estimates of intragametophytic self-fertilization are 0.000, indicating that virtually all matings involve different gametophytes. Genetic data corroborate predictions based on earlier field and laboratory investigations of Equisetum gametophytes. These detailed studies demonstrated that in many species, including E. arvense, gametophytes are initially either male or female; only later and in the absence of fertilization do some gametophytes become bisexual. Our findings join a growing electrophoretic data base which demonstrates that homosporous pteridophytes are not highly inbreeding as previously suggested.     

THE DISTRIBUTION OF SELFING RATES IN HOMOSPOROUS FERNS

The models of Lande and Schemske predict that among species in which the selfing rate is largely under genetic control and not subject to tremendous environmental variation, the distribution of selfing rates should be bimodal. When this prediction was tested empirically using data from the literature for species of angiosperms and gymnosperms, the distribution of outcrossing rates for all species was clearly bimodal. To provide another empirical test of the prediction, we analyzed mating-system data for 20 species of Pteridophyta (ferns). Homosporous ferns and their allies are unique among vascular plants because three types of mating are possible: intragametophytic selfing (selfing of an individual gametophyte); intergametophytic selfing (analogous to selfing in seed plants); and intergametophytic crossing (analogous to outcrossing in seed plants). The distribution of intragametophytic selfing rates among species of homosporous ferns is clearly uneven. Most species of homosporous ferns would be classified as extreme outcrossers. In contrast, a few species are nearly exclusively inbreeding. In only a few populations of Dryopteris expansa and Hemionitis palmata and a single population of Blechnum spicant do we see convincing evidence of a mixed mating system. The uneven distribution of selfing rates we observed for homosporous ferns, coupled with a corresponding bimodality of the magnitude of genetic load, strongly supports the model.     

Generating Autotetraploid Sporophytes and Their Use in Analyzing Mutations Affecting Gametophyte Development in the Fern Ceratopteris

The haploid gametophytes of the fern Ceratopteris richardii are autotrophic and develop independently of the diploid sporophyte plant. While haploid genetics is useful for screening and characterizing mutations affecting gametophyte development in Ceratopteris, it is difficult to assess whether a gametophytic mutation is dominant or recessive or to determine allelism by complementation analysis in a haploid organism. This report describes how apospory can be used to produce genetically marked polyploid sporophytes whose gametophyte progeny are heterozygous for mutations affecting sex determination in the gametophyte and a known recessive mutation affecting the phenotype of both the gametophyte and sporophyte. The segregation ratios of wild-type to mutant phenotypes in the gametophyte progeny of polyploid sporophyte plants indicate that all of the mutations examined are recessive. The presence of many multivalents and few univalents in meiotic chromosome preparations of spore mother cells confirm that the sporophyte plants assayed are polyploid. The DNA content of the sperm of their progeny gametophytes was also found to be approximately twice that of sperm from wild-type haploid gametophytes.     

GENETIC LOAD AND THE MATING SYSTEM IN HOMOSPOROUS FERNS

The mutational genetic load was calculated assuming mutation-selection-inbreeding equilibrium and applied to homosporous ferns. Diploid species with past inbreeding should have a low genetic load while outcrossers should have a high genetic load. These predictions are consistent with the bimodal pattern of genetic load found in 18 diploid homosporous fern species. The prediction that tetraploids should have a low genetic load is also consistent with estimates of genetic load in several species.     

Self-fertilization and the evolution of recombination

In this article, we study the effect of self-fertilization on the evolution of a modifier allele that alters the recombination rate between two selected loci. We consider two different life cycles: under gametophytic selfing, a given proportion of fertilizations involves gametes produced by the same haploid individual, while under sporophytic selfing, a proportion of fertilizations involves gametes produced by the same diploid individual. Under both life cycles, we derive approximations for the change in frequency of the recombination modifier when selection is weak relative to recombination, so that the population reaches a state of quasi-linkage equilibrium. We find that gametophytic selfing increases the range of epistasis under which increased recombination is favored; however, this effect is substantial only for high selfing rates. Moreover, gametophytic selfing affects the relative influence of different components of epistasis (additive x additive, additive x dominance, dominance x dominance) on the evolution of the modifier. Sporophytic selfing has much stronger effects: even a small selfing rate greatly increases the parameter range under which recombination is favored, when there is negative dominance x dominance epistasis. This effect is due to the fact that selfing generates a correlation in homozygosity at linked loci, which is reduced by recombination.     

Gene Flow among Populations of Two Rare Co-Occurring Fern Species Differing in Ploidy Level

Differences in ploidy levels among different fern species have a vast influence on their mating system, their colonization ability and on the gene flow among populations. Differences in the colonization abilities of species with different ploidy levels are well known: tetraploids, in contrast to diploids, are able to undergo intra-gametophytic selfing. Because fertilization is a post-dispersal process in ferns, selfing results in better colonization abilities in tetraploids because of single spore colonization. Considerably less is known about the gene flow among populations of different ploidy levels. The present study examines two rare fern species that differ in ploidy. While it has already been confirmed that tetraploid species are better at colonizing, the present study focuses on the gene flow among existing populations. We analyzed the genetic structure of a set of populations in a 10×10 km study region using isoenzymes. Genetic variation in tetraploid species is distributed mainly among populations; the genetic distance between populations is correlated with the geographical distance, and larger populations host more genetic diversity than smaller populations. In the diploid species, most variability is partitioned within populations; the genetic distance is not related to geographic distance, and the genetic diversity of populations is not related to the population size. This suggests that in tetraploid species, which undergo selfing, gene flow is limited. In contrast, in the diploid species, which experience outcrossing, gene flow is extensive and the whole system behaves as one large population. Our results suggest that in ferns, the ability to colonize new habitats and the gene flow among existing populations are affected by the mating system.     

OBLIGATE OUTCROSSING IN A HOMOSPOROUS FERN: FIELD CONFIRMATION OF A LABORATORY PREDICTION

While homosporous ferns are potentially capable of producing totally homozygous sporophytes in one generation via selfing of their bisexual gametophytes, laboratory analyses indicate that a variety of mechanisms promote gametophytic outcrossing. The operation of these mechanisms in natural sporophyte populations, however, has not been previously demonstrated. Laboratory analyses of gametophyte ontogeny show that Bommeria hispida is obligately outcrossing. Electrophoretic data presented here indicate that individuals from natural sporophyte populations of this species are highly heterozygous. Electrophoretic data, therefore, corroborate evidence from the in vitro analysis of gametophyte development and demonstrate that sporophytes of B. hispida in nature typically are products of outcrossing between genetically different gametophytes. Extrapolations from the literature, together with our findings, indicate that outcrossing mechanisms may operate frequently in ferns, thereby maintaining genetic variability between individuals within populations. This evidence questions whether most ferns are highly inbred and therefore predominantly homozygous.     

Inferences on the number and frequency of S-pollen gene (SFB) specificities in the polyploid Prunus spinosa

In flowering plants, self-incompatibility is a genetic mechanism that prevents self-fertilization. In gametophytic self-incompatibility (GSI), pollen specificity is encoded by the haploid genotype of the pollen tube. In GSI, specificities are maintained by frequency-dependent selection, and for diploid species, at equilibrium, equal specificity frequencies (isoplethy) are expected. This prediction has been tested in diploid, but never in polyploid self-incompatible species. For the latter, there is no theoretical expectation regarding isoplethy. Here, we report the first empirical study on specificity frequencies in a natural population of a polyploid self-incompatible species, Prunus spinosa. A total of 32 SFB (the pollen S gene) putative specificities are observed in a large sample from a natural population. Although P. spinosa is polyploid, the number of specificities found is similar to that reported for other diploid Rosaceae species. Unequal specificity frequencies are observed.     

The structure and development of haustorial placentas in leptosporangiate ferns provide a clear-cut distinction between euphyllophytes and lycophytes

This light and electron microscope study revealed that leptosporangiate ferns have highly distinctive gametophyte-sporophyte junctions characterized by sporophytic haustoria, the absence of intraplacental spaces and degenerating cells, and the early appearance of wall ingrowths in both generations. Other notable cytological features are highly pleomorphic plastids and mitochondrial aggregates in the gametophytic placental cells. Close similarities with the gametophyte-sporophyte junctions in Tmesipteris and major differences from those of homosporous lycophytes are in line with the placement of psilophytes and ferns in the same clade and distance both from lycophytes. A smooth interface between the two generations in Azolla suggests a clear-cut discontinuity between homosporous and heterosporous ferns, although this is the only heterosporous fern investigated to date. Similarities between the gametophyte-sporophyte junctions of leptosporangiate ferns and hornworts, when balanced against differences between them, are considered more likely the result of parallel evolution rather than homology.     

POPULATION GENETIC STRUCTURE IN CHEILANTHES GRACILLIMA

Population genetic structure was examined in five populations of the xerically adapted homosporous fern Cheilanthes gracillima. F statistics using allozymic data indicated substantial genetic structure in all populations. To determine the factors responsible for genetic structure, we calculated levels of intragametophytic selfing and the fixation index for each subpopulation of each population and estimated levels of intrapopulational gene flow in each population. These analyses indicated that each subpopulation was a panmictic unit; thus, population genetic structure is not due to family structure, arising via matings between relatives. Intrapopulational gene flow was surprisingly low, given the typically high dispersibility of fern spores. However, it seems unlikely that spore dispersal in C. gracillima is significantly reduced relative to other homosporous ferns. Instead, we propose that the low rates of intrapopulational gene flow reflect limited availability of safesites for spore germination and gametophyte establishment. This ecological factor may play a primary role in generating and/or maintaining population genetic structure in C. gracillima.     

Reproductive strategies of diploid and polyploid populations of arcticDraba (Brassicaceae)

132 cultivated populations (2x–16x) of 15 arctic-alpine species ofDraba were investigated to clarify a possible relationship between reproductive strategies and polyploid evolution in the genus. The populations were exclusively sexual and produced viable seed after spontaneous self-pollination, but showed large variation both in traits promoting cross-pollination and in autogamous fruit and seed set. Traits promoting cross-pollination, e.g., floral display, protogyny, and delayed selfing, were positively correlated, and these traits were negatively correlated with autogamous fruit and seed set. All diploid and many polyploid populations had high autogamous seed set and small, unscented, non-protogynous, and rapidly selfing flowers. In contrast, all populations with low autogamous seed set and large, scented, and strongly protogynous flowers with distinctly delayed selfing were polyploid. These results are consistent with those previously obtained from enzyme electrophoresis, suggesting that the genetically depauperate diploids are extreme inbreeders and that the highly fixed-heterozygous polyploids vary from extreme inbreeders to mixed maters. The reproductive data lend additional support to the hypothesis that allopolyploidy in arcticDraba serves as an escape from genetic depauperation caused by uniparental inbreeding at the diploid level.