Soral crypsis: protective mimicry of a coccid on an Indian fern

Herbivory with crypsis is not well documented in ferns. The present record of cryptic coloration of coccid Saissetia filicum Boisduval (Homoptera: Coccidae) to the sori of a fern species Asplenium nidus L. (Aspleniaceae) is unique. Predatory beetles (Jauravia sp., Coleoptera: Coccinellidae) that feed on the coccids, are suggested to be selective pressure for the development of the present homopteran soral crypsis. A higher rate of effective predation is noticed in the vegetative leaves than the fertile leaves. Aggressive ants were found harvesting honeydew secretions from the coccids and defending the trophobionts as well as the host fern from their natural enemies. In addition, a possible three-way mutualistic relationship among the coccids, its host fern and the tending ant is suggested. Differential numbers of coccids on vegetative and fertile leaves is correlated with their phenol content and degree of predation by beetles. Such coloration mimicry by the coccids may enable them to obtain the necessary blend of sorus of the host fern needed to evade beetle detection and attack.     

Four‐level interactions: herbivore use of ferns and subsequent parasitoid–hyperparasitoid performance

Abstract 1. Variables affecting species at the ends of trophic chains may modify the success of members with which they do not directly interact. The majority of such examples involve three trophic levels, but hyperparasitoids provide an excellent opportunity to examine four‐level relationships. 2. The gregarious hyperparasitoid Aprostocetus sp. (Hymenoptera: Eulophidae) commonly attacks the primary parasitoid Alabagrus texanus (Hymenoptera: Braconidae), by far the commonest parasitoid of the moth Herpetogramma theseusalis (Lepidoptera: Crambidae). 3. Larvae of this moth feed on ferns of two families, sensitive fern Onoclea sensibilis (Dryopteridaceae) and marsh fern Thelypteris palustris (Thelypteridaceae), in the study area, an old field in Maine, U.S.A. 4. I test the hypotheses that the ferns indirectly affect the reproductive success of the hyperparasitoids and that the ferns produce similar effects at intermediate links. 5. The moths experienced similar success on the two ferns, and the primary parasitoid performed similarly on moths reared from both ferns. The hyperparasitoid parasitized similar proportions of the primary parasitoid from moths that fed on sensitive fern and marsh fern. 6. However, hyperparasitoid broods on primary parasitoids from moths feeding on marsh fern contained approximately one‐third more offspring, whose individuals were significantly larger than those from sensitive fern, even though their hosts’ sizes did not differ significantly. 7. An indirect effect, related to the primary producers, thus strongly affected Trophic Level 4 in the absence of a significant effect at intermediate levels. To the best of my knowledge, this relationship has not been previously reported in a multi‐year or field‐based study of a natural system.     

Host‐Plant Choice Behavior at Multiple Life‐Cycle Stages: The Roles of Mobility and Early Growth in Decision‐Making

The choice of food plants often assumes critical importance for a herbivore. Although many studies have investigated host‐plant choice behavior, few have examined preferences (vs. growth and survival) at multiple stages of the life cycle, notwithstanding the importance of identifying the critical stage(s) in an animal’s life history. Fern moths Herpetogramma theseusalis (Lepidoptera: Crambidae) provide an excellent opportunity to test host‐plant choice at several stages. Fern moth larvae feed on distantly related ferns, sensitive Onoclea sensibilis and marsh fern Thelypteris palustris, and adults oviposit on both species. We examined newly hatched larvae, overwintered larvae and ovipositing females to test hypotheses predicting when host‐plant choice takes place (overwintering and mobility hypotheses: overwintering stage determines choice of substrate vs. most mobile stage chooses) and the basis for choice (optimal oviposition and enemy‐free space hypotheses: resource producing highest fecundity vs. lowest losses to enemies). We also evaluated the hypothesis that host‐associated fitness trade‐offs explain host specialization. Only ovipositing females, the most mobile stage, exhibited a clear preference (for marsh fern), consistent with the mobility hypothesis. However, their preference for marsh fern fits neither the optimal oviposition hypothesis nor the enemy‐free space hypothesis; although some larvae initially grew faster on marsh fern, adults reared from the two ferns did not differ significantly in mass and experienced marginally lower parasitism on sensitive fern. Thus, we found no host‐associated fitness trade‐offs. Overwintering losses in marsh fern plots exceeded those in sensitive fern, and mixed plots supported the most overwintered larvae. Preference for marsh fern suggests that early success drives host‐plant choice, an advantage that later disappears. Temporal variability may prevent closer fits to the hypotheses, because both ferns provide the moths with acceptable resources throughout their life cycles.     

The classification of ferns

Intensive morphological studies have been devoted to the more primitive ferns, which represent a small minority of living species, but too little is yet known about the vast majority of other ferns, with the result that recent attempts at a natural classification show considerable differences of treatment.
The problem is complicated by convergent evolution in the characters of almost all parts of a fern plant. Not only similar soral form, but also similar frond form, types of venation, scales, etc. have been developed on different evolutionary lines.
To illustrate the nature of the problem an attempt has been made to state the probable characters of a primitive leptosporangiate fern, and the kinds of ways in which existing ferns have developed from this condition. Evolutionary change in different parts of the plant has proceeded in different ways and to different degrees in the many genera of existing ferns. Primitive characters of one kind or another are shown by a great number of ferns, along with highly advanced characters of other kinds.
Recent schemes of classification are briefly compared, and a summary is given of the author's own scheme, with notes on evolutionary trends in the various groups as he sees them.
Much more information is needed on which to establish a really satisfactory scheme. The present one is put forward in the hope that others will take up the work. With modern facilities for travel, it is to be hoped that more botanists will come to the tropics and see ferns and other too-little-known plants in their native habitats. Morphological study needs to be undertaken with an understanding of the living plant and of its environment.     

Biochemical and evolutionary aspects of arthropod predation on ferns

Summary The widely held assumption that very few arthropods feed on ferns was questioned following field observations of arthropod damage on ferns in the state of Veracruz, Mexico. The extent and type of damage was recorded and it was found that in a measured locality, ferns were no less attacked than the angiospermous flora. As chemistry and arthropod host relationships have been shown to be so closely intertwined, plants collected in the field were analysed for both condensed tannins and cyanogenic glycosides, compounds known to be effective deterrents in temperate climates. Although all ferns tested contained tannins these did not appear to inhibit predation. Cyanogenic glycosides were present in only 3% of the fern species analysed, and it is, therefore, unlikely that they play a significant role as defensive compounds in the ferns examined.A literature search revealed a large number of ferns cited as being arthropod hosts. Approximately 420 named species of arthropods have been recorded, the majority of which are from the orders Coleoptera, Hymenoptera, Lepidoptera, and Hemiptera. Both evolutionary primitive (sawflies) and advanced (moths) arthropods are reported to be present on ferns suggesting possible coevolution of arthropods and ferns both before and after the radiation of angiosperms.     

A filmy fern from the Upper Triassic of North Carolina (USA)

Modern cladistic analyses support earlier suggestions that the Hymenophyllaceae (the "filmy ferns") are basal filicaleans. However, the fossil record of the family is ambiguous. A new fossil fern, Hopetedia praetermissa gen. et sp. nov., from the Upper Triassic Pekin Formation of North Carolina (USA), is described and interpreted as the oldest unequivocal representative of the Hymenophyllaceae based primarily on general frond morphology, indirect evidence for a filmy (membranaceous) habit, and soral position and morphology. Particularly compelling as evidence for the hymenophyllaceous affinity of H. praetermissa is the funneliform structure of the indusium (involucre), which is similar to that found primarilly in the extant Trichomanes (sensu lato) clade. However, the receptacle in H. praetermissa is relatively short and, thus, more like most representatives of the Hymenophyllum (sensu lato) clade. The Triassic age of this fossil is consistent with the basal or near basal position of the Hymenophyllaceae in all recent phylogenetic analyses of the filicalean ferns. Hopetedia preatermissa is evaluated in relationship to several previous reports of fossil Hymenophyllaceae.     

How diverse were ferns in the Baltic amber forest?

Diverse temperate forest types and a high atmospheric humidity have recently been suggested for the Eocene source area of Baltic amber. However, ferns are astonishingly rare as inclusions in this amber, which is in contrast to other seed‐free land plants, fungi, and lichens. Moreover, the identities of some of the few described putative fern taxa are dubious, and some fossils were even assigned to the Paleozoic seed fern genera Alethopteris, Pecopteris and to the form genus Sphenopteris containing Paleozoic and Mesozoic fern‐like leaf fossils. Here, we review previously described fern inclusions from Baltic amber and identify further fern‐like leaf inclusions as belonging to the extant angiosperm genus Comptonia (sweet ferns, Myricaceae). We conclude that only one taxon, Matonia striata (Matoniaceae), can with confidence be identified as a Polypodiopsida representative. Although “Pecopteris” humboldtiana is so far only known as sterile foliage, its leaf morphology strongly suggests that also this taxon belongs to the Polypodiopsida rather than to any other tracheophyte lineage. We propose accommodating “Pecopteris” humboldtiana in the new genus Berendtiopteris. “Alethopteris” serrata and “Sphenopteris” phyllocladoides are not to be regarded as evidence of ferns from Baltic amber. Reinvestigation of the holotypes of these two taxa did not reveal to which tracheophyte lineages these fossils belong. We suggest that the scarcity of fern remains from Baltic amber may reflect both a relatively low fern diversity in the source area of the fossil resin, and an absence or rarity of epiphytic and climbing ferns as observed in modern temperate forest ecosystems.     

Recurrent genome duplication events likely contributed to both the ancient and recent rise of ferns

Ferns, the second largest group of vascular plants, originated ～400 mil ion years ago(Mya). They became dominant in the ancient Earth landscape before the angiosperms and are stil important in current ecosystems.Many ferns have exceptional y high chromosome numbers,possibly resulting from whole-genome duplications(WGDs).However, WGDs have not been investigated molecularly across fern diversity. Here we detected and dated fern WGDs using a phylogenomic approach and by calculating synonymous substitution rates(Ks). We also investigated a possible correlation between proposed WGDs and shifts in species diversification rates. We identified 19 WGDs: three ancient events along the fern phylogenetic backbone that are shared by 66%–97% of extant ferns, with additional lineage-specific WGDs for eight orders, providing strongevidence for recurring genome duplications across fern evolutionary history. We also observed similar Ks peak values for more than half of these WGDs, with multiple WGDs occurring close to the Cretaceous(～145–66 Mya). Despite the repeated WGD events, the biodiversity of ferns declined during the Cretaceous, implying that other factors probably contributed to the floristic turnover from ferns to angiosperms. This study provides molecular evidence for recurring WGDs in ferns and offers important clues to the genomic evolutionary history of ferns.     

Experimental and Analytical Studies of Pteridophytes: XL. Factors in the Formation and Distribution of Sori in Leptosporanglate Ferns

In further studies of soral morphogenesis in common Britishferns, consideration is given to environmental and other factorswhich may be causally involved. Accounts are given of the normalcourse of sporophyll development in Dryopteris austriaca andof the effects of more or less extensive defoliation on theinception of sori in several ferns. Some anomalous developmentsin sporophylls of Blechnum spicant are described and illustrated.Various general ideas regarding factors involved in the onsetof the reproductive phase are discussed. It is concluded that,on the evidence which is admittedly very incomplete, the onsetof the reproductive phase in the fern sporophyte is determinedby the interaction of a number of factors, rather than by thespecial action of some particular factor. Because the nature,functional sorus is a complex and highly organized structure,its further investigation is considered to be a task of veryconsiderable magnitude.     

The developmental anatomy of Metaxya rostrata (Filicales: Metaxyaceae)

The systematically problematic fern Metaxya rostrata, commonly regarded as an ally of the cyatheoid and dicksonioid tree ferns, is investigated, and features of its organography, shoot vascular anatomy and development, soral initiation and early development, and gametophyte structure are described. The rhizome is creeping, dorsiventral, with an unusual four-seriate phyllotaxis. Typical protoxylem is lacking from the intemodes of the solenostele, but are present in the leaf trace and end blindly proximally. Tangential cells are found in the phloem of the stem. The early maturing “protoxylem” of the stem is scattered, and, apart from some identifiable protoxylem strands, is not clearly associated with the young leaves. Sori are initiated as groups of large cells on the abaxial side of developing leaflets, distant from the marginal meristem initials, and in close association with a lateral vein. Two sori may arise by the subdivision of a single large patch of cells. Soral maturation is of the simple type. Gametophytes are cordate to ribbonlike, with moderately primitive gametangia. Morphologically and systematically, Metaxya appears isolated. It shares few significant derived conditions with the tree ferns, and a separate family Metaxyaceae seems well justified.     

蕨类植物的化感作用及其对生物多样性的影响

植物化感作用是植物通过向环境中释放化学物质从而对同种植株和繁殖体或与其他植物之间产生的直接或间接、有益或有害的作用,它影响植物分布、群落形成与演化、作物间作等,与生物多样性保护以及农林和园艺生产实践关系密切,在国际上受到越来越多的关注。但国内这方面的研究起步相对较晚,研究范围有限,对蕨类植物化感作用的报道更少。本文系统介绍了蕨类植物化感作用的研究进展,包括蕨类植物种内的化感作用(即自毒效应)、常见的蕨类植物种间的化感作用(即孢子体对配子体的化感作用和配子体对配子体的化感作用)及蕨类植物对种子植物的化感作用(蕨类植物可通过化感作用与种子植物争夺更多的资源和生长空间)。还介绍了种子植物对蕨类植物的化感作用(主要表现为抑制作用)以及蕨类植物化感作用与动物侵食、微生物侵染的关系,研究发现昆虫侵食能增强或减弱蕨类植物的化感作用,微生物的活动可能增强某些蕨类植物的化感作用。本文从上述不同角度说明蕨类植物化感作用对生物多样性的影响,希望有助于促进我国学者对该领域的深入研究。     

Public goods,public services and by‐product mutualism in an ant–fern symbiosis

Mutualism can evolve when organisms make novel connections that happen to benefit all parties. When such connections involve a host that provides a public good for multiple visitor species, selection for reciprocal cooperation is only likely if the host has the power to preferentially increase the fitness of those visitors that provide a better quality service. In contrast, when interactions form between multiple visitors and a host that lacks the power to partition the public good, we predict that interactions are likely to persist only as by‐product mutualisms, in which symbiosis benefits both host and visitor, but in which neither partner makes costly investments. Focusing on the symbiosis between ants and litter trapping epiphytes in the canopy of lowland dipterocarp rain forest in Borneo, we show that at least 71 ant species share the public good of housing within the root‐mass of epiphytic bird's nest ferns (Asplenium spp.). Ferns supporting a higher biomass of ants experienced less herbivory, and experimental exclusions of ants from fronds confirmed that this is caused by the ants protecting the ferns from herbivores. These results establish that there are clear by‐product benefits for both parties of housing for ants and protection for ferns. If these benefits were to drive selection for reciprocal cooperation, we would expect larger ferns to support ant colonies that were larger or colonies that produce more reproductive individuals. This was not the case. Larger ferns instead supported more ant colonies, indicating that the housing provided by the fern is a public good that is not restricted to better cooperating ant species. Mutualism via novel connections is thus unlikely to evolve between a host and multiple partners, even if there are clear by‐product benefits to all parties, unless the host can direct benefits to cooperators.     

Macrosiphum on ferns: taxonomy,biology and evolution,including the description of three new species (Hemiptera: Aphididae)

The phytophagous insect fauna of ferns has often been described as depauperate, and some have pointed to the paucity of evidence for adaptive radiation of insect groups feeding specifically on ferns. This paper examines the world's species of fern‐specific Macrosiphum aphids and attempts to determine whether fern‐feeding is a monophyletically derived trait in Macrosiphum. All sixteen species reported to feed on ferns, including three new species, were included in a cladistic analysis, along with fifteen other Macrosiphum species selected to represent the diversity of the genus, Papulaphis sleesmani (Pepper), because of its similarity to fern‐feeding Macrosiphum, and Sitobion avenae (Fabricius), which was used as outgroup. The results gave good support for the monophyly of fifteen of the sixteen fern‐feeders, and also supported a clade consisting of these fifteen fern‐feeders plus Macrosiphum equiseti (Holman), an Equisetum‐specific aphid. One species, Macrosiphum lapponicum Shaposhnikov, from northern Russia, was concluded to be unrelated to other fern‐feeding Macrosiphum. Whether this species truly feeds on a fern requires confirmation. Taxonomic and biological notes are provided for all fern‐feeding Macrosiphum of the world. These include one new combination, Macrosiphum cyatheae (Holman) comb.n., and three new species: Macrosiphum longirostratum sp.n. on Woodsia mollis and Woodsia sp. from Mexico (Michoacán), Macrosiphum miho sp.n. on ‘Aspidium’ sp. from the U.S.A. (Illinois) and Macrosiphum rebecae sp.n. on Adiantum sp. from Mexico (Michoacán). Keys to apterous and alate viviparae of Macrosiphum living on ferns are given.     

Fungal diversity living in the root and sporophore of the endemic Korean fern Mankyua chejuense

Ferns represent the basal group of vascular plants and are known to have fungal interactions with arbuscular mycorrhizal fungi, but diversity of endophytic fungi from ferns is rarely studied. Moreover, fungal diversity associated with ferns is likely underestimated as most studies have been performed based on a microscopic or culture-dependent approach. In this study, we investigated the endophytic fungal diversity within roots and sporophore of an endangered Korean fern (Mankyua chejuense), and compared it to fungi in surrounding soil using a metabarcoding approach. A high diversity of endophytic fungi (236 OTUs), mostly belonging to Ascomycota, was detected and fungal richness and composition were significantly different between habitats. Indicator species analysis showed that endophytic fungi have similar ecological characteristics to fungal species found from other land plants. Our results suggest that various fungal species are associated with ferns, thus understanding fern-associated fungal diversity can have a great implication for fern biology and conservation.     

Diversity and distribution of ferns in sub-Saharan Africa, Madagascar and some islands of the South Atlantic

Aim This paper reports the diversity and endemism patterns of African ferns, and explores the potential role of diversity refuges and environmental and historical factors in the shaping of these patterns. Material and locations The extant fern taxa occupying Africa south of the Sahara, Madagascar and some islands of the South Atlantic. Methods The number of taxa in each area or operational geographical unit (OGU) was scored, and the correlation between this number and physical and climatic variables analysed by standard pairwise and stepwise multiple regression analysis (SPR and SMR). The effects of biological factors such as dispersal capacity, reproductive biology, genetic features and certain physiological adaptations were evaluated by comparing the number of species in each OGU. Floral affinities among OGUs were analysed using non‐metric multi‐dimensional scaling (NMS) and parsimonic analysis of dispersion (PAD), and compared with β‐turnover and inter‐OGU distances. Results OGU area, elevation and the distance between refuges determined the composition of local floras, but only greater OGU area and the existence of higher maximum elevations increased species richness. The distance between refuges also affected the number of endemic species, especially on islands. The biological features studied only slightly influenced fern distribution. The main climatic predictor of species number was humidity. SPR and SMR revealed three main groups of ferns with different ecological trends. NMS and PAD analyses separated the four areas of highest diversity in Africa, three of which are inhabited by ferns with distinct ecological requirements. The fourth area was Madagascar, which shows an accumulation of endemic and relict diversity that is not easy to explain. Main conclusions The distribution of ferns in Africa has been influenced by refuges. These probably allowed many species to recolonize the neighbouring areas after the extinctions of the Pleistocene. Three major components were detected in the African flora: Guinea‐Congolian thermophilous, cold‐tolerant Afro‐montane, and Southern drought‐tolerant elements. These are related to the three main refuge areas, i.e. the Gulf of Guinea area, the eastern tropical region, and the Cape region. Endemicity in ferns was found to be lower than that of seed plants due to the higher dispersability of fern spores. The distance between OGUs seems to be the main predictor of the number of endemic fern species these areas contain.     

蕨类植物花青素和原花青素成分及含量分析

以7目14科共44种蕨类植物为材料,对它们的花青素、原花青素和总黄酮含量进行检测。结果显示,44种蕨类植物均含有花青素,较为进化的水龙骨目植物的总花青素平均含量明显高于其它蕨类植物。矢车菊素、飞燕草素和天竺葵素是蕨类植物主要的花青素类型,其中乌毛蕨科植物富含矢车菊素,鳞毛蕨科植物富含飞燕草素。本研究中大部分蕨类含有原花青素,水龙骨目植物的原花青素平均含量高于其它蕨类。研究结果表明,蕨类植物中花青素和原花青素等黄酮类化合物的分布与植物科属相关,推测花青素与蕨类植物的生长发育和抗逆过程相关。     

The potential for forest canopy litterfall interception by a dense fern understorey, and the consequences for litter decomposition

Most studies on litter decomposition have assumed that all falling plant litter reaches the ground where it then decomposes. In many forests a proportion of this litter may in fact be intercepted by understorey vegetation, but the ecological significance of this remains poorly understood. We performed two experiments in a temperate rainforest in southern New Zealand, in which there was a dense understorey of the crown fern Blechnum discolor. The fronds of this fern originate from a crown, and have a funnel‐like arrangement that can trap falling litter and prevent it from reaching the ground. The first experiment measured the effects of ferns on the spatial distribution of litter accumulation over one year. The ferns intercepted a substantial proportion of the total litterfall, and the fern crowns (from which the fronds originate) retained 10% of the total incoming litterfall (despite occupying only 2% of the ground area). The retained litter had a substantially higher ratio of twig to foliar litter than did the incoming litterfall. Further, much of the litter not retained on the crowns of the ferns accumulated at the base of the fern trunks. The second experiment considered litter decomposition in fern crowns versus the ground under the ferns. The litter that had accumulated in the crowns was characterized by higher microbial basal respiration and active microbial biomass than was the litter that had accumulated on the ground. The use of litterbags revealed that litter decomposition rates were significantly higher on the fern crowns than on the ground at 30 cm and 60 cm from the fern trunks. These results show that litter interception ameliorates the decomposer environment and increases the rate of litter decomposition. In total, this study provides evidence for understorey ferns greatly influencing both the spatial distribution of litterfall and the decomposition of plant litter. Although the ecological role of understorey vegetation in forested ecosystems has received little attention to date, our results point to understorey species as an important driver of forest ecosystem processes.     

Does lack of available suitable habitat explain the patchy distributions of rare calcicole fern species?

In Canada, as in many countries, a relatively large number of fern species occur in specialized habitats and have low numbers of known populations containing few individuals. It has been suggested that the distribution of ferns is mostly determined by factors of climate and habitat due to relatively low limitations in ferns for dispersal and establishment. Here, we attempt to explain whether the local patchy distribution of three calcicole fern species rare in Canada ( Asplenium ruta-muraria , Pellaea atropurpurea and Woodsia obtusa ) is due to a lack of available habitat. Analyses based on micro-scale differences between sites occupied by the ferns and nearby, unoccupied sites did not reveal any significant differences, thereby indicating that the rarity of these species is not entirely driven by the rarity of their microhabitat at a local scale. Our results suggest that the widely accepted premise that ferns are not limited by dispersal or establishment should be reconsidered, as such limitations are the only likely explanation for empty available and suitable habitat.     

Contrasting Predictors of Fern versus Angiosperm Decomposition in a Common Garden

We evaluated differences in the rates and correlates of decomposition among 32 fern and angiosperm litter types collected in Hawai'i. Leptosporangiate ferns were separated into groups based on phylogeny: 'polypod' ferns, a monophyletic clade of ferns that diversified in the Cretaceous, and all other ('non-polypod') ferns that diversified earlier. We measured initial litter chemistry (nutrients and carbon chemistry), and mass loss and nitrogen (N), phosphorus (P), and calcium (Ca) of litter tissue during a 1-yr incubation in a common garden. Nutrient concentrations and carbon (C) chemistry differed significantly among litter types, and litter turnover ( k -values) ranged from 0.29 to 8.31. Decomposition rates were more closely correlated with nutrient concentration than is typically observed. Lignin:N was the best predictor of decomposition across all litter types combined; however, among plant groups different predictors of decomposition were important. Nitrogen and P concentrations best predicted fern decomposition, whereas C chemistry, particularly lignin concentration, was more important for angiosperm (monocot and dicot) decomposition. Among native plants, non-polypod ferns decomposed significantly more slowly than both polypod ferns and angiosperms. Contrary to our hypothesis, fern litter did not decompose more slowly than angiosperm litter overall. Nutrient dynamics in litter were affected by initial litter concentration more than phylogeny; low-nutrient litter immobilized more nutrients than high-nutrient litter. Systematic differences in rates of decomposition, and the importance of nutrients in predicting fern decomposition, imply that changes in species composition within ferns and between ferns and angiosperms could influence the functioning of ecosystems where ferns are important forest components.