Leaf morphological analyses in four European oak species (Quercus) and their hybrids: A comparison of traditional and geometric morphometric methods

Abstract

In this study, leaf morphology was assessed in a mixed oak stand (western France) using two geometric morphometric (landmark and outline) datasets and one dataset of 19 leaf measures. Adult oaks (817 oaks), comprising four white oak species (Quercus petraea, Q. robur, Q. pubescens and Q. pyrenaica), were sampled for DNA extraction and genetic analysis (nuclear microsatellites). Leaf morphology was assessed on 336 oaks, comprising pure species and hybrids as determined by genetic assignment. This comparative study of oak leaf morphology, based on the use of two free size geometric morphometric methods and a set of leaf measurements, combined with the genetic assignment of individuals to pure species or hybrids, provided information about the differences among species and the intermediate leaf morphology of their hybrids.     

Comparative leaf surface morphology and molecular data of five oaks of the subgenus Quercus Oerst (Fagaceae)

Abstract

Comparisons between different data sets are important in taxonomic studies, particularly for complex taxa such as the genus Quercus. However, there is scarce literature on comparative morphological and molecular analyses in oaks. Here we describe an experimental approach based on the correlation between micromorphological features and molecular data in order to characterize and discriminate among five closely related species: Q. robur, Q. petraea, Q. frainetto, Q. pubescens and Q. virgiliana.     

Geometric morphometric analysis of shell shape variation in Conus (Gastropoda: Conidae)

Geometric morphometric techniques allow for the direct quantification and analysis of variation in biological shape and have been used in studies in systematic biology. However, these techniques have not been used for species discrimination in the gastropod genus Conus, a major taxon of significant tropical reef predators recognized for their peptide‐based toxins. Here, we used landmark digitization and analysis to show that five species commonly studied for their conotoxins –Conus consors, Conus miles, Conus stercusmuscarum, Conus striatus, and Conus textile – can be effectively distinguished from each other by their shape, as manifested in the results of a principal components analysis (PCA) and the generated thin‐plate splines. Two piscivorous species, C. stercusmuscarum and C. striatus, show clear overlaps in the PCA plot, although each taxon clusters within itself, as does each of the others. The loadings on the first two principal components show that the forms of the shells' aperture and spire are particularly important for discrimination. Phylogenetic analysis using neighbour‐joining methods shows that group separations are comparable with published phylogenetic schemes based on molecular data and feeding mode (i.e. piscivory, vermivory, molluscivory). The results of this study establish the utility of geometric morphometric methods in capturing the interspecific differences in shell form in the genus Conus. This may lead to the utilization of these methods on other gastropod taxa and the creation of species‐recognition programs based on shell shape. © 2012 The Linnean Society of London, Zoological Journal of the Linnean Society, 2012, 165 , 296–310.     

Clonal population structure and genetic variation in sand-shinnery oak,Quercus havardii (Fagaceae)

We investigated clonal population structure and genetic variation in Quercus havardii (sand-shinnery oak), a deciduous rhizomatous shrub that dominates vegetation by forming uninterrupted expanses of ground cover over sandy deposits on the plains of western Texas, western Oklahoma, and eastern New Mexico. Isozyme electrophoresis (15 loci coding 11 enzymes) was used to recognize and map clones arrayed in a 2000-m transect (50-m sample intervals) and a 200 × 190 m grid (10-m sample intervals). Ninety-four clones were discovered, 38 in the transect and 56 in the grid, resulting in an estimated density of ～15 clones per hectare. Clones varied greatly in size (～100-7000 m), shape, and degree of fragmentation. The larger clones possessed massive interiors free of intergrowth by other clones, while the smaller clones varied in degree of intergrowth. The population maintained substantial levels of genetic variation (P = 60%, A = 2.5, H(exp) = 0.289) comparable to values obtained for other Quercus spp. and for other long-lived perennials. The population was outcrossing as evidenced by conformance of most loci to Hardy-Weinberg expected genotype proportions, although exceptions indicated a limited degree of population substructuring. These data indicate that despite apparent reproduction primarily through vegetative means, Q. havardii possesses conventional attributes of a sexual population.     

Differential resource utilization and co-occurrence of leaf miners on oak (Quercus dentata)

Abstract.

• 1 Spatial, temporal, and dietary differences in resource utilization and patterns of interspecific association on leaves were investigated for dominant and common leaf-mining species on an oak species, Quercus dentata Thunb., in Hokkaido, northern Japan.
• 2 Leaf miners were divided into two groups according to leaf tissues used for food: upper-layer-feeders which consume the palisade paren-chymatous layer (Stigrnella spp. and tenthredinid sp.), and full-depth-feeders which consume spongy and palisade parenchymatous layers (Phyllonorycter leucocorona (Kumata), P.similis Kumata, and Caloptilia sapporella (Matsumura)).
• 3 Differences in the position of mines on leaves were found among species: mines of P.similis were distributed more frequently in the middle section of leaves, whereas those of the remaining species were concentrated in the basal section.
• 4 Leaf size preference differed between species: C.sapporella and tenthredinid sp. tended to select larger leaves more frequently than did the other species.
• 5 Phenological differentiation was found among species: C.sapporella appeared earliest, followed by P.similis, P.leucocorona and a tenthredinid sp., and then Stigmella spp.
• 6 Each species showed a highly clumped distribution among leaves. Leaf miners of some species pairs co-occurred on leaves more frequently than expected by chance.

     

Polyphenol deposition in leaf hairs of Olea europaea (Oleaceae) and Quercus ilex (Fagaceae)

The subcellular localization (cytoplasm, vacuoles, cell walls) of polyphenol compounds during the development of the multicellular nonglandular leaf hairs of Olea europaea (scales) and Quercus ilex (stellates), was investigated. Hairs of all developmental stages were treated with specific inducers of polyphenol fluorescence, and the bright yellow-green fluorescence of individual hairs was monitored with epifluorescence microscopy. During the early ontogenetic stages, bright fluorescence was emitted from the cytoplasm of the cells composing the multicellular shield of the scales of O. europaea. Transmission electron micrographs of the same stages showed that these cells possessed poor vacuolation and thin cell walls. The nucleus of these cells may be protected against ultraviolet-B radiation damage. The progressive vacuolation that occurred during maturation was followed by a shifting of the bright green-yellow fluorescence from the perinuclear region and the cytoplasm to the cell walls. The same trends were observed during the development of the nonglandular stellate hairs of Quercus ilex, in which maturation was also accompanied by a considerable secondary thickening of the cell walls. Despite the differences in morphology, high concentrations of polyphenol compounds are initially located mainly in the cytoplasm of the developing nonglandular hairs, and their deposition on the cell walls takes place during the secondary cell wall thickening. These structural changes during the development of the leaf hairs make them a very effective barrier against abiotic (uv-B radiation) and probably biotic (pathogenic) stresses.     

Hydraulic conductivity of red oak (Quercus rubra L.) leaf tissue does not respond to light

The permeability of leaf tissue to water has been reported to increase under illumination, a response reputed to involve aquaporins. We studied this ‘light response’ in red oak (Quercus rubra L.), the species in which the phenomenon was first detected during measurements of leaf hydraulic conductance with the high‐pressure flow meter (HPFM). In our HPFM measurements, we found that pre‐conditioning leaves in darkness was not sufficient to bring them to their minimum conductance, which was attained only after an hour of submersion and pressurization. However, pre‐conditioning leaves under anoxic conditions resulted in an immediate reduction in conductance. Leaves light‐ and dark‐acclimated while on the tree showed no differences in the time course of HPFM measurement under illumination. We also studied the effect of light level and anoxia on rehydration kinetics, finding that anoxia slowed rehydration, but light had no effect either in the lab (rehydration under low light, high humidity) or on the tree (acclimation under high light, 10 min of dark prior to rehydration). We conclude that the declines in conductance observed in the HPFM must involve a resistance downstream of the extracellular air space, and that in red oak the hydraulic conductivity of leaf tissue is insensitive to light.     

库蠓亚属6种库蠓翅形变化分析及亲缘关系探讨

本研究基于几何形态学测量分析方法对库蠓亚属6种库蠓(渐灰库蠓Culicoides grisescens、光胸库蠓Culicoides impunctatus、日本库蠓Culicoides nipponensis、灰黑库蠓Culicoides pulicaris、刺螫库蠓Culicoides punctatus、天祥库蠓Culicoides tienhsiangensis)的翅脉形态进行定量分析,以探讨6种库蠓种间的亲缘关系。首先对库蠓亚属6种、24头标本翅脉使用几何形态学标点法标记12个地标点,并通过普氏叠加、典型变量分析法、聚类分析法等对6种库蠓翅进行比较分析以及种间亲缘关系探讨。结果显示,翅形变化与亲缘关系结果一致,即6种库蠓的翅形均有显著差异(P<0.05),其中光胸库蠓和渐灰库蠓的翅形变化最小,亲缘关系最近,而日本库蠓与其他5种库蠓的翅形变化最大,亲缘关系最远。初步证实了几何形态学能够做为一种辅助工具对蠓科昆虫进行种间关系及分类研究。     

中国东部南北样带暖温带区栎属树种叶片形态性状对气候条件的响应

植物叶片的形态性状能够有效地反映生存环境的变化, 并且影响植物的基本行为和功能。该研究通过获取植物标本提供的叶片形态信息, 结合相关分析和标准化主轴分析, 探讨了南北样带暖温带区栎属(Quercus)树种叶片形态性状对气候条件的响应及适应策略。结果表明: 在南北样带暖温带区, 随着气候条件的变化, 栎属树种的叶片形态性状发生显著的变化。随着年平均气温的降低和年日照时数的增加, 栎属树种叶面积增加, 以利于吸收更多的光照辐射, 并增加叶片的边界层阻力, 减少叶片热量的散失; 而叶片分裂程度的增加不仅可以降低热量的散失, 也可以提高叶片液流的波动以增强叶片的生理活动; 叶脉密度随温度的升高、光照强度和降水量的增加而增加, 以响应叶片蒸腾作用的增强, 提高水分的运输能力和叶片的支撑能力。此外, 为适应南北样带暖温带区气候条件的变化, 栎属树种的叶片形成了一系列的形态性状组合, 随着叶面积的增加, 叶柄长度和叶片分裂程度逐渐增加, 而叶脉密度降低; 随着叶片倾向于向长条状发展, 叶柄长度和叶脉密度也随之增加。     

Analysing branching pattern in plantations of young red oak trees (Quercus rubra L., Fagaceae)

Branching patterns of the growth units of monocyclic or bicyclic annual shoots on the main axis of 5-year-old red oaks were studied in a plantation in south-western France. For each growth unit, the production of axillary structures associated with each node was described in the form of a sequence. For a given category of growth units, homogeneous zones (i.e. zones in which composition in terms of type of axillary production does not change substantially) were identified on such sequences using a dedicated statistical model called a hidden semi-Markov chain. For instance, on the first growth unit of bicyclic annual shoots, a zone with 1-year-delayed branches was found systematically below a zone with buds and one-cycle-delayed branches. Branching patterns shown by the growth unit of monocyclic annual shoots and on the second growth unit of bicyclic annual shoots were very similar. Branches with a 1-year delay in development tended to be polycyclic at the top of the growth unit and monocyclic lower down. The number of nodes shown by the branched zone of the growth unit of monocyclic annual shoots was stable, irrespective of the total number of nodes of the growth unit. In contrast, the second growth unit of bicyclic annual shoots exhibited a correlation between the number of nodes in the branching zone and the total number of nodes. The contribution made by this method to understanding plant functioning is discussed.     

槲栎超寄生橡子内象甲幼虫的适应对策

栎属植物的橡子常常受到象甲的侵害, 对橡子存活产生影响, 但有关橡子对象甲幼虫适合度影响的研究尚未见报道。本研究旨在通过对槲栎Quercus aliena种子雨进程以及象甲幼虫逃逸过程的调查, 研究二者之间的进化适应关系。结果表明： 当年槲栎的种子产量为51.92±29.26粒/m², 虫蛀率达到42.4%。虫蛀的橡子中65%以上被象甲超寄生, 且显著大于完好的橡子。在种子下落过程中, 早期从橡子中逃逸的象甲幼虫要比后期逃逸的大。对某一超寄生的橡子而言, 首先逃逸出的象甲幼虫要比随后逃逸的幼虫大。另外, 从早期脱落的橡子中逃逸的幼虫明显小于后期脱落的橡子。象甲幼虫的干重随着橡子内象甲幼虫数量的增加而显著下降。象甲幼虫寄生数量与橡子的长径和短径呈现明显的正相关关系。尽管超寄生降低了象甲虫的适合度, 但雌性成体象甲产卵过程中偏好选择大橡子在一定程度上可以减少这种不利影响。因此, 小橡子可能更容易逃脱象甲的超寄生而获得较大的存活机会。     

The role of leaf and canopy-level gas exchange in the replacement of Quercus virginiana (Fagaceae) by Juniperus ashei (Cupressaceae) in semiarid savannas

Photosynthesis, transpiration, and leaf area distribution were sampled in mature Quercus virginiana and Juniperus ashei trees to determine the impact of leaf position on canopy-level gas exchange, and how gas exchange patterns may affect the successful invasion of Quercus communities by J. ashei. Sampling was conducted monthly over a 2-yr period in 12 canopy locations (three canopy layers and four cardinal directions). Photosynthetic and transpiration rates of both species were greatest in the upper canopy and decreased with canopy depth. Leaf photosynthetic and transpiration rates were significantly higher for Q. virginiana (4.1–6.7 μmol CO₂·m⁻²·s⁻¹ and 1.1–2.1 mmol H₂O·m⁻²·s⁻¹) than for J. ashei (2.1–2.8 μmol CO₂·m⁻²·s⁻¹ and 0.7–1.0 mmol H₂O·m⁻²·s⁻¹) in every canopy level and direction. Leaves on the south and east sides of both species had higher gas exchange rates than leaves on the north and west sides. Although Quercus had a greater mean canopy diameter than Juniperus (31.3 vs. 27.7 m²), J. ashei had significantly greater leaf area (142 vs. 58 m²/tree). A simple model combining leaf area and gas exchange rates for different leaf positions demonstrated a significantly greater total canopy carbon dioxide uptake for J. ashei compared to Q. virginiana (831 vs. 612 g CO₂·tree⁻¹·d⁻¹, respectively). Total daily water loss was also greater for Juniperus (125 vs. 73 Ltree⁻¹·d⁻¹). Differences in leaf gas exchange rates were poor predictors of the relationship between the invasive J. ashei and the codominant Q. virginiana. Leaf area and leaf area distribution coupled with leaf gas exchange rates were necessary to demonstrate the higher overall competitive potential of J. ashei.     

Factors affecting stress tolerance in recalcitrant embryonic axes from seeds of four Quercus (Fagaceae) species native to the USA or China

MethodsWater relations and survival of excised axes in response to water loss and cryo-exposure were compared for four Quercus species from subtropical China (Q. franchetii, Q. schottkyana) and temperate USA (Q. gambelii, Q. rubra).ConclusionsQuercus species adapted to arid and semi-humid climates still produce recalcitrant seeds. The ability to avoid freezing rather than drought may be a more important selection factor to increase desiccation tolerance. Cryopreservation of recalcitrant germplasm from temperate species is currently feasible, whilst additional protective treatments are needed for ex situ conservation of Quercus from tropical and subtropical areas.     

Radial growth and climate responses of white oak (Quercus alba) and northern red oak (Quercus rubra) at the northern distribution limit of white oak in Quebec, Canada

Aim The objectives of this study were: (1) to compare radial growth patterns between white oak (Quercus alba L.) and northern red oak (Quercus rubra L.) growing at the northern distribution limit of white oak; and (2) to assess if the radial growth of white oak at its northern distribution limit is controlled by cold temperature. Location The study was conducted in three regions of the Ottawa valley in southern Québec. All stands selected were located at the northern limit of distribution of Q. alba. Methods Twelve mixed red and white oak stands were sampled and increment cores were extracted for radial growth analyses. For each oak species, 12 chronologies were derived from tree‐ring measurement (residual chronologies). Principal components analysis and redundancy analysis were used to highlight the difference between radial growth in both species and to determine their radial growth–climate association. Results There was little difference between the radial growth of each species; Q. alba, however, exhibits more year‐to‐year variation in growth than Q. rubra. More than 65% of the variance in radial growth was shared among sites and species. Both species showed a similar response to climate, which suggested that the limit of distribution of Q. alba might not be determined by effects on growth. Both species had a classic response to climate and drought in the early growing season. Main conclusions The northern distribution limit of Q. alba does not appear to be directly controlled by effects on growth processes as indicated by the similarities in radial growth and response to climate between the two species. The location of the stands on southern aspects suggested that cold temperature could have been a major factor controlling the distribution limit of Q. alba. However, it is speculated that stands growing on southern aspects may be more prone to forest fires or to drought, which would favour the maintenance and establishment of oaks, and of Q. alba in particular. Models relating the northern distribution limits of species to broad climate parameters like annual mean temperature will need to be reviewed to incorporate more biologically relevant information. Such assessments will in turn provide better estimates of the effect of climate changes on species distribution.     

中国栎属(壳斗科)基于叶表皮及叶结构特征的分支分析

以三棱栎为外类群,基于叶表皮及叶结构特征对中国栎属进行初步的分支分析,结果显示了栎属内稳定的“支”结构及其种间关系。栎亚属可划分为5个组,分别为巴东栎组,高山栎组,Jiang子栎组,麻栎组和槲栎组,Jiang子栎组是栎亚属常绿栎类与落叶栎类之间的过渡类群;高山栎组应为栎亚属常绿栎类中的特化类群,而非最原始类群,5个组中,仅巴东栎组不是单系类群,而是一个多系类群,青冈亚属较栎亚属早分支,可划分为3大类;无毛类,简单被毛类和复杂被毛类;无毛类最原始,复杂被毛类与栎亚属关系最近,因此,叶表皮及叶结构特征对解决栎亚属组间亲缘关系有重要的分类学意义。     

Shape disparity of bovid (Mammalia,Artiodactyla) horn sheaths and horn cores allows discrimination by species in 3D geometric morphometric analyses

The bony cranial structures of even‐toed hoofed mammals are important for understanding ecology and behavior of ruminants. Horns, the cranial appendages of the family Bovidae, are covered in a layer of keratin that is often not preserved in the fossil record; however, this keratin sheath is intimately involved in the processes that influence horn shape evolution. To understand the relationship between these two components of horns, we quantified both core and sheath shape for four extant species using three‐dimensional geometric morphometric analyses in separate, core‐ and sheath‐specific morphospaces as well as a combined morphospace. We assessed correlations between the horn and sheath morphospaces using two‐block partial least squares regression, a Mantel test of pairwise distances between species, and Procrustes ANOVA. We measured disparity in the combined morphospace as Procrustes distances between mean shapes of cores and sheaths within and between species and as Procrustes variance. We also tested whether core and sheath shapes could be discriminated by taxon with a canonical variate analysis. Results show that horn core and sheath morphospaces are strongly correlated. The differences in shape between a species' core and sheath were statistically significant, but not as great as those between the cores and sheaths of different species when close relatives were not considered, and core and sheath Procrustes variances are not significantly different within species. Cores and sheath shapes were highly identifiable and were assigned to the correct clade 93% of the time in the canonical variate analysis. Based on these tests, horn cores are distinguishable in geometric morphometric analyses, extending the possibility of using geometric morphometrics to study the ecology and evolution of bovid horns to the fossil record.     

草兔胚后发育过程中头骨大小与形状变化的几何形态学分析(兔形目:兔科)

在本文中,我们使用几何形态学的研究方法对58 个处于不同年龄阶段的草兔头骨进行了分析。分析中总共使用来自头骨背面、腹面和侧面的180 个标点和半标点。研究结果表明,草兔在胚后发育早期即迅速建立起与成年个体近似的形态结构,组成头骨的不同形态单元存在显著的异速生长现象,主要的形变发生在幼年至年龄1 阶段,即出生后的6 个月以内。从大小的变化来看,鼻骨在胚后发育过程中呈现正的异速生长,额骨和眼眶区则与头骨整体大小变化基本等速,而顶骨、听泡和枕骨大孔则呈现显著的负异速生长。我们亦用几何形态学的方法绘制出头骨在生长发育早期和晚期不同部位的形态变化轨迹,这一结果显示较显著的形状变化发生在鼻骨、前颌骨、眶上突和头骨的纵轴方向。头骨整体形态在胚后发育过程中伸长并变窄。这些变化将有利于幼兔较早实现完善的头部系统的建立,尤其有利于提高呼吸系统的通风能力,提高在高强度的捕食压力下保持警觉,在多样的运动过程中保持身体平稳的能力,也可能进一步提高了对固态食物的处理能力。这种异速生长模式可能是善于奔跑的植食性哺乳动物在功能需求上的一种适应性进化特征。     

Evolution of opercle bone shape along a macrohabitat gradient: species identification using mtDNA and geometric morphometric analyses in neotropical sea catfishes (Ariidae)

Transitions between the marine and freshwater macrohabitat have occurred repeatedly in the evolution of teleost fishes. For example, ariid catfishes have moved from freshwater to marine environments, and vice versa. Opercles, a skeletal feature that has been shown to change during such transitions, were subjected to 2D geometric morphometric analyses in order to investigate evolutionary shape changes during habitat transition in ariid catfishes and to test the influence of habitat on shape changes. A mtDNA marker, which proved useful in previous studies, was used to verify species identities. It greatly improved the assignment of specimens to a species, which are difficult to assign by morphology alone. The application of a mtDNA marker confirmed the occurrence of Notarius biffi in Central America, South of El Salvador. Molecular identification together with principal component analysis (PCA) and further morphological inspection of neurocrania indicated the existence of a cryptic species within Bagre pinnimaculatus. Principal component (PC) scores of individual specimens clustered in morphospace by genus rather than by habitat. Strong phylogenetic structure was detected using a permutation test of PC scores of species means on a phylogenetic tree. Calculation of Pagel's λ suggested that opercle shape evolved according to a Brownian model of evolution. Yet canonical variate analysis (CVA) conducted on the habitat groups showed significant differences in opercle shapes among freshwater and marine species. Overall, opercle shape in tropical American Ariidae appears to be phylogenetically constrained. This verifies the application of opercle shape as a taxonomic tool for species identification in fossil ariid catfishes. At the same time, adaptation to freshwater habitats shows characteristic opercle shape trajectories in ariid catfishes, which might be used to detect habitat preferences in fossils.