The systematic distribution of vascular epiphytes – a critical update

Vascular epiphyte species exclusively, or at least primarily, germinate and grow on other plants without contact with the soil and, in contrast to mistletoes, without parasitizing their hosts. The last review of the systematic distribution of this diverse group of plants dates back more than two decades. The present study pursues three major goals: (1) it critically discusses conceptual problems arising from the distinction of epiphytes from non‐epiphytes; (2) it presents a compilation of epiphytic diversity derived from a vast number of sources; and (3) it arranges epiphyte diversity in an up‐to‐date taxonomic framework. The resulting compilation, which identifies 27 614 species of vascular epiphytes (including primary hemiepiphytes) representing 913 genera in 73 families, or approximately 9% of extant vascular plant diversity, is meant to be an important tool for studies on the ecology and evolution of epiphytes, but also for comparative studies with a focus on other life forms. © 2013 The Linnean Society of London     

Character divergences and convergences in canopy-dwelling Loranthaceae

The Loranthaceae is the largest plant family with aerial branch parasites termed mistletoes. Three genera of Loranthaceae are terrestrial root parasites and the remaining 72 genera are aerial parasites. Several characters, including habit, haustorial type, germination pattern, pollen morphology, chromosome number, inflorescence morphology and flower merosity, fusion, symmetry and size, are considered to reflect evolutionary relationships within the family. Convergence is a common evolutionary pattern and can confound interpretations of evolution. We investigated character evolution by mapping character states onto a phylogenetic tree based on the nuclear ITS and chloroplast trnL–trnF regions. Convergences in form were found in several characters, including habit, haustorial type, flower symmetry and merosity. These convergences typically correspond to ecological parameters such as pollination syndrome or stresses associated with the canopy habit. Other characters such as chromosome number and germination pattern illustrate divergent evolution among clades.  © 2006 The Linnean Society of London, Botanical Journal of the Linnean Society , 2006, 150 , 101–113.     

Composition and distribution of vascular epiphytes in a tropical semideciduous forest,Ghana

The composition and distribution of vascular epiphytes were studied in two 1‐ha plots in the KNUST Botanic garden, Ghana. One‐hectare plot each was randomly set up in secondary and cultivated forests for the identification and enumeration of trees and shrubs (≥10 cm dbh), and epiphytes. Each tree was carefully examined, noting the presence, positions and life‐forms of all epiphytes. Twenty‐nine epiphyte (29) species belonging to fourteen genera and eleven families were identified in the study. These were hosted by 48 tree species and occurred in three life‐forms: hemi‐epiphytes (45%), casual epiphytes (45%) and true epiphytes (10%). The vascular epiphyte species made up 25.7% of all the identified plant species (excluding herbs and climbers) encountered. Host species (P < 0.001), habitat (P = 0.001) and their interaction (P < 0.001) had strong effects on epiphyte composition in the forests. Moraceae was the most dominant family (44.8%), while Nephrolepis undulata J. Sm. and N. biserrata (Sw.) Scott. were the commonest species of epiphytes. In terms of vertical distribution, most epiphytes were located on the trunk, while a few occurred in the canopy.     

Epiphytism,anatomy and regressive evolution in trichomanoid filmy ferns (Hymenophyllaceae)

The few studies on the evolution of epiphytism in ferns have mostly focused on xerophytic and humus‐collecting strategies, neglecting hygrophytes that are abundant in rainforests, such as the trichomanoids (Hymenophyllaceae). Using a phylogenetic approach, we studied the acquisition of epiphytism in this lineage, with the aim of identifying ecological anatomical adaptations and verifying the regressive epiphytic ‘bryophyte‐like’ strategy previously suggested for the group. Inferred evolution of anatomy and morphology, regression and ecology (more particularly colonial epiphytism) were analysed and compared using a maximum likelihood approach. Regressive evolution of anatomy and morphology is revealed in the three clades of colonial epiphytes, probably linked to the selection of water acquisition by blades rather than by regressed roots. However, the ‘bryophyte‐like’ strategy is restricted to some taxa (especially Didymoglossum). Furthermore, a relationship is revealed between large metaxylem and climbing habit. Diversification of colonial epiphytes (and some individual epiphytes) and hemi‐epiphytism would have occurred in the upper Cretaceous and Tertiary, in accordance with the timing of diversification of modern ferns and the evolution of epiphytism in other fern families in the first angiosperm‐dominated forests. This was here performed by selecting hygrophilous strategies that are unique in vascular plants. © 2013 The Linnean Society of London, Botanical Journal of the Linnean Society, 2013, 173 , 573–593.     

The evolutionary pathway of light emission in myodocopid Ostracoda

The evolutionary history of bioluminescence and iridescence in myodocopid ostracods was estimated by phylogenetic analysis of mitochondrial 16S ribosomal RNA sequences. The inferred phylogeny of the myodocopids suggests that the common ancestor of Myodocopida evaluated in this study exhibits iridescence. This type of light emission was once lost and recaptured independently in the descendant lineages. Bioluminescent species also evolved from non-luminous ancestral species. In the suborder Myodocopina, all the bioluminescent species form a monophyletic group, suggesting that bioluminescence evolved only once. Structural differences between two bioluminescent groups in the order Myodocopida suggests independent origins for bioluminescence.  © 2006 The Linnean Society of London, Biological Journal of the Linnean Society , 2006, 87 , 449–455.     

Inferring evolutionary patterns from the biogeographical distributions of mutualists and exploiters

Exploitation may lead to the breakdown of obligate species-specific mutualisms. However, the mutualism between Roridula (plants) and Pameridea (hemipterans) is often exploited by spiders. The aim of the present study was to determine when the exploiters became associated with the Roridula-Pameridea mutualism. The phylogenetic and geographical associations between Roridula and Pameridea are documented and the distribution patterns of Roridula and exploiters are overlaid to see how closely they correlate. A geographical discontinuity in Roridulas ' range divides both the host plants and associated hemipterans into two sister species so that each hemipteran species is associated with a different plant species. This suggests that Roridula was associated with Pameridea before fragmentation/vicariance events split the genus, allowing allopatric speciation. By contrast, Roridula is only associated with exploiters in parts of its current range. This suggests that exploiters are unable to traverse the disjunctions in Roridulas' distribution and that they only developed associations with the mutualism after vicariance events. It is hypothesized that Pameridea and Roridula were closely associated for a long period before the invasion of nonmutualists. The absence of associated nonmutualist species may have helped facilitate the evolution of an obligate interaction between Roridula and Pameridea .  © 2006 The Linnean Society of London, Biological Journal of the Linnean Society , 2006, 89 , 541–549.     

Evolution of micromorphological and chemical characters in the lichen-forming fungal family Pertusariaceae

Micromorphological characters of the fruiting bodies, such as ascus-type and hymenial amyloidity, and secondary chemistry have been widely employed as key characters in Ascomycota classification. However, the evolution of these characters has yet not been studied using molecular phylogenies. We have used a combined Bayesian and maximum likelihood based approach to trace character evolution on a tree inferred from a combined analysis of nuclear and mitochondrial ribosomal DNA sequences. The maximum likelihood aspect overcomes simplifications inherent in maximum parsimony methods, whereas the Markov chain Monte Carlo aspect renders results independent of any particular phylogenetic tree. The results indicate that the evolution of the two chemical characters is quite different, being stable once developed for the medullary lecanoric acid, whereas the cortical chlorinated xanthones appear to have been lost several times. The current ascus-types and the amyloidity of the hymenial gel in Pertusariaceae appear to have been developed within the family. The basal ascus-type of pertusarialean fungi remains unknown.  © 2006 The Linnean Society of London, Biological Journal of the Linnean Society , 2006, 89 , 615–626.     

How to become a yucca moth: minimal trait evolution needed to establish the obligate pollination mutualism

The origins of obligate pollination mutualisms, such as the classic yucca–yucca moth association, appear to require extensive trait evolution and specialization. To understand the extent to which traits truly evolved as part of establishing the mutualistic relationship, rather than being pre‐adaptations, we used an expanded phylogenetic estimate with improved sampling of deeply‐diverged groups to perform the first formal reconstruction of trait evolution in pollinating yucca moths and their nonpollinating relatives. Our analysis demonstrates that key life‐history traits of yucca moths, including larval feeding in the floral ovary and the associated specialized cutting ovipositor, as well as colonization of woody monocots in xeric habitats, may have been established before the obligate mutualism with yuccas. Given these pre‐existing traits, novel traits in the mutualist moths are limited to the active pollination behaviours and the tentacular appendages that facilitate pollen collection and deposition. These results suggest that a highly specialized obligate mutualism was built on the foundation of pre‐existing interactions between early Prodoxidae and their host plants, and arose with minimal trait evolution. © 2010 The Linnean Society of London, Biological Journal of the Linnean Society, 2010, 100 , 847–855.     

Morphological character evolution and molecular trees in sepiids (Mollusca: Cephalopoda): is the cuttlebone a robust phylogenetic marker?

The sepiids are characterized by their cuttlebone or sepion, an internal shell resulting from secondary mineralization of a chitinous 'gladius'. The various species are identified using a combination of shell criteria and 'soft-part' characters. Using mitochondrial genes, we established phylogenetic relationships of sepiids including the three accepted genera ( Sepia , Sepiella , Metasepia ) and a species complex of uncertain status ( Doratosepion ). We showed the Sepia genus to be paraphyletic and found no direct correlation between geographical distribution and systematics. We mapped, on the molecular tree, shell characteristics commonly used as reliable diagnostic criteria for taxonomy. Due to the plasticity of the shell, these characters did not appear phylogenetically informative. In an attempt to define systematic categories related to phylogenetic relationships, new clear synapomorphies need to be established for each genus, necessitating a revision of the genus Sepia .  © 2006 The Linnean Society of London, Biological Journal of the Linnean Society , 2006, 89 , 139–150.     

Molecular evidence suggests an ancient radiation for the fairy shrimp genus Streptocephalus (Branchiopoda: Anostraca)

Phylogenetic relationships among assumed Gondwanan aquatic inland invertebrate fauna are generally largely neglected, and biogeographical hypotheses for these organisms are generally inferred from historic (palaeogeographical) and contemporary distribution patterns. The distribution of the monogeneric thermophilic freshwater fairy shrimp family Streptocephalidae ( Streptocephalus ) provides a particularly useful framework to test the three contrasting biogeographical scenarios proposed for the evolution of this group: (1) the genus evolved in Laurasia and subsequently dispersed into Africa and North America; (2) the genus evolved and dispersed out of Africa and (3) the current distribution of the genus is the result of vicariance following the fragmentation of Gondwana. In the present study, the phylogenetic relationships of species in this genus are examined with the use of two mitochondrial genes (12S rRNA and COI mtDNA), while the phylogenetic relationships among the North American species and selected African taxa was investigated using the nuclear fragment (5.8S-ITS-1-18S). Phylogenetic results indicate that Streptocephalus probably evolved in Gondwana and that the current distribution patterns are a consequence of a combination of vicariance and limited dispersal. The implications for the evolution of continental freshwater crustaceans are discussed.  © 2004 The Linnean Society of London, Biological Journal of the Linnean Society , 2004, 82 , 313–327.     

The use of colour characters in phylogenetic reconstruction

The use of coloration as a source of characters in phylogenetic reconstruction is investigated using 54 published data sets. Studies were divided into two categories based on a priori postulated roles of the coloration: (1) aposematic and mimetic coloration and (2) nonaposematic, nonmimetic coloration plus dual signals. Colour characters superficially appear to provide similar phylogenetic signal to morphological ones in the case of aposematic and mimetic coloration but significantly less in other situations. However, the data indicated that the apparent signal in the aposematic/mimetic studies tends to be in greater conflict with the morphological signal. It is proposed that this reflects constraints in the evolution of colour characters that are part of aposematic/mimetic patterns and not that they are necessarily good indicators of phylogeny.  © 2006 The Linnean Society of London, Biological Journal of the Linnean Society , 2006, 88 , 193–202.     

Multiple origins of viviparity,or reversal from viviparity to oviparity? The European common lizard (Zootoca vivipara,Lacertidae) and the evolution of parity

The evolution of viviparity in squamates has been the focus of much scientific attention in previous years. In particular, the possibility of the transition from viviparity back to oviparity has been the subject of a vigorous debate. Some studies have suggested this reversal is more frequent than previously thought. However, none of them provide conclusive evidence. We investigated this problem by studying the phylogenetic relationships between oviparous and viviparous lineages of the reproductively bimodal lizard species Zootoca vivipara . Our results show that viviparous populations are not monophyletic, and that several evolutionary transitions in parity mode have occurred. The most parsimonious scenario involves a single origin of viviparity followed by a reversal back to oviparity. This is the first study with a strongly supported phylogenetic framework supporting a transition from viviparity to oviparity.  © 2006 The Linnean Society of London, Biological Journal of the Linnean Society , 2006, 87 , 1–11.     

Variation in plant species richness of different life forms along a subtropical elevation gradient in the Himalayas, east Nepal

Aim To explore the variation in species richness along a subtropical elevation gradient, and evaluate how climatic variables explain the richness of the different life forms such as trees, shrubs, climbers, herbs and ferns. Location The study was made in a subtropical to warm temperate region in the south‐eastern part of Nepal, between 100 and 1500 m above sea level (a.s.l.). Methods The number of species was counted in six plots (50 × 20 m) in each of the 15 100 m elevation bands covering the main physiognomic structures along an imaginary transect. Each species recorded was assigned to a life form. Potential evapotranspiration (PET, i.e. energy), mean annual rainfall (MAR), and their ratio (MI = moisture index) were evaluated as explanatory variables by means of generalized linear models (GLM). Each variable was tested individually, and in addition MAR and PET were used to test the water‐energy dynamics model for each life form. Results The richness of herbaceous species, including herbaceous climbers, was unrelated to any of the climate variables. PET was strongly negatively correlated with elevation, and the following relationships were found between increasing PET and richness: (i) shrubs, trees and total species (sum of all life forms) showed unimodal responses (ii) ferns decreased monotonically, and (iii) woody climbers increased monotonically. Richness of all woody groups increased monotonically with MAR and MI. The water‐energy dynamics model explained 63% of the variation in shrubs, 67% for trees and 70% for woody species combined. Main conclusions For the various herbaceous life forms (forbs, grasses, and herbaceous climbers) we found no significant statistical trends, whereas for woody life forms (trees, shrubs, and woody climbers) significant relationships were found with climate. E.M. O’Brien's macro‐scale model based on water‐energy dynamics was found to explain woody species richness at a finer scale along this elevational‐climatic gradient.     

Embryology of Eusideroxylon (Cryptocaryeae, Lauraceae) and character evolution in the family

Lauraceae are relatively well-known embryologically and embryological data are available for 23 of about 50 genera. In this paper we present the embryology of Eusideroxylon , an unstudied and key genus within Cryptocaryeae, which are positioned basally in the evolution of Lauraceae, and discuss the evolution of embryological characters in the family. Based on comparisons of over 50 characters, it was found that Eusideroxylon is consistent with Aspidostemon , the core Cryptocaryeae ( Beilschmiedia , Cryptocarya , Endiandra and Potameia ), Caryodaphnopsis and Cassytha in having a glandular anther tapetum. The core Cryptocaryeae further agrees with both Caryodaphnopsis and Cassytha in having an embryo sac protruding from the nucellus. In light of the phylogenetic trees available, both the glandular tapetum and the embryo sac protruding from the nucellus have evolved as homoplasies in Lauraceae, once each in a clade of Cryptocaryeae, and the Caryodaphnopsis and Cassytha clade, respectively. Such character-state distributions suggest that it is better to place both Caryodapnopsis and Cassytha in the same clade as the core Cryptocaryeae. Embryologically, Eusideroxylon appears to have an intermediate state between Hypodaphnis , a genus positioned basal-most in the family, and the core Cryptocaryeae. Supplementary data on the anther and seed of Hypodaphnis are also provided.  © 2006 The Linnean Society of London, Botanical Journal of the Linnean Society , 2006, 150 , 187–201.     

On the monophyly of Dactylorhiza Necker ex Nevski (Orchidaceae): is Coeloglossum viride (L.) Hartman a Dactylorhiza?

Previous phylogenetic analyses of Orchidaceae subtribe Orchidinae resulted in the proposal to classify Coeloglossum viride (L.) Hartman within the genus Dactylorhiza in order to maintain its monophyly. In this paper, we report some results that contradict previous studies regarding the monophyly of the traditional Dactylorhiza and its phylogenetic relationship with Coeloglossum. Our results, which combine sequences of the internal and external transcribed spacers of the nuclear ribosomal DNA, support the monophyly of Dactylorhiza , with Coeloglossum being a sister clade. The position of C. viride in the phylogenetic tree, and the considerable morphological differences with respect to Dactylorhiza , incline us to retain both lineages as distinct genera.  © 2006 The Linnean Society of London, Botanical Journal of the Linnean Society , 2006, 152 , 261–269.     

Relationships, classification and evolution of Scleranthus (Caryophyllaceae) as inferred from analysis of morphological characters

Study of floral anatomy, micromorphology, palynology and onotogeny has revealed new characters for phylogenetic analysis in the genus Scleranthus . Cladistic analysis of these characters, along with those previously available, suggests that the genus consists of Eurasian/Mediterranean and Australasian sister clades. Gynoecial morphology and development are closely similar in all species, suggesting the genus is monophyletic despite its disjunct northern and southern hemisphere distribution. Variation in pollen:ovule ratios and their implications for the evolution of Scleranthus species are also discussed and it is concluded that a range of breeding strategies intermediate between autogamy and xenogamy exists in the genus. Single-stamened species of Scleranthus are likely to be obligate autogams, despite their comparatively high pollen:ovule ratios in relation to autogamic species of other genera.  © 2002 The Linnean Society of London, Botanical Journal of the Linnean Society , 2002, 140 , 15–29.     

A revision of Cerdia (Caryophyllaceae)

Cerdia is a poorly understood genus of minute cushiony plants endemic to Mexico that is traditionally placed in subfamily Paronychioideae, tribe Polycarpeae (Caryophyllaceae). Morphological observations and phylogenetic analysis of ITS DNA sequences were carried out to determine the number of species, heretofore controversial, that constitute the genus as well as its position within Caryophyllaceae. Samples of Cerdia were collected through its entire range of distribution and together with previous specimens were used in morphological analyses. Nineteen terminal taxa were considered in a phylogenetic analysis with representatives of the different lineages in Caryophyllaceae. Results indicated that Cerdia is a monotypic genus, including only one variable species, C .  virescens , but its phylogenetic affinities remain doubtful.  © 2006 The Linnean Society of London, Botanical Journal of the Linnean Society , 2006, 152 , 1–13.     

The evolution of venom-delivery systems in snakes

The Colubroidea represents approximately 2300 of the 2700 species of living snakes and includes all venomous taxa. Although many morphological studies of colubroid snakes have been carried over the last hundred years, the phylogenetic relationships within this group are poorly known. In this study, components of the venom-delivery system (VDS) were examined within the context of two conflicting phylogenetic hypotheses proposed in 1988 by Cadle and in 1998 by Kraus & Braun. The results suggest that several major morphological changes occurred early in colubroid evolution: a Duvernoy's gland evolved, the posterior maxillary teeth became specialized relative to the anterior maxillary teeth, and the attachment of the pterygoideus muscle moved forward to a position associated with the posterior maxillary teeth. These innovations may have allowed the great radiation of colubroid snakes that led to the Colubroidea representing such a large percentage of living snakes. More recently, three separate lineages of colubroids have independently evolved highly specialized front-fanged VDSs with large and complex venom glands, venom gland compressor muscles, and tubular fangs.  © 2003 The Linnean Society of London, Zoological Journal of the Linnean Society, 2003, 137 , 337−354.     

Heritable genetic variation and potential for adaptive evolution in asexual aphids (Aphidoidea)

Aphid life cycles can encompass cyclical parthenogenesis, obligate parthenogenesis, obligate parthenogenesis with male production and an intermediate 'bet-hedging' strategy where an aphid genotype will over-winter by continuing to reproduce by parthenogenesis and by investment in sexually produced eggs. In this paper, we focus on aphid lineages that reproduce entirely parthenogenetically (asexual aphids), in contrast to those that have any sexual forms in the annual cycle. Using modern molecular techniques, aphid biologists have made many empirical observations showing that asexual lineages are widespread both geographically and temporally. Indeed, we are collectively beginning to gather data on the evolution and persistence of these lineages through time. Here we review aphid karyology and parthenogenesis, both essential for interpretation of the molecular and ecological evolution of aphid asexual lineages. We describe the growing list of studies that have identified aphid genotypes that are both temporally and geographically widespread. We then collate examples of molecular and chromosomal evolution in asexual aphids and review the literature pertaining to phenotypic evolution and ecological diversification of asexual aphid lineages. In addition, we briefly discuss the potential of bacterial endosymbionts and epigenetic effects to influence the evolution of asexual aphid lineages. Lastly we provide a list of aphid taxa believed to be obligately asexual. This will be a useful resource for those seeking parthenogenetic animals as study systems. In conclusion, we present guidelines for the use of the term clone in aphid biology and stress the need for well-designed and well-executed studies examining the potential of asexual aphid lineages for adaptive evolution.  © 2003 The Linnean Society of London. Biological Journal of the Linnean Society , 2003, 79 , 115–135.     

Descriptions of two new species of Anomalosiphum (Hemiptera: Aphididae, Greenideinae), including a winged ovipara with pedunculate eggs

Of the Asian aphid genus Anomalosiphum , A. mendeli and A. essigi are described as new. Winged sexual forms of A. mendeli are reported here for the first time for an Anomalosiphum , featuring oviparae bearing pedunculate eggs. A key to the known species of Anomalosiphum is presented. Possible phylogenetic affinities between the Greenideinae, Neophyllaphidinae and Aiceoninae are discussed.  © 2006 Government of Canada, Natural Resources Canada, Zoological Journal of the Linnean Society , 2006, 146 , 239–249.