STUDIES OF PALEOZOIC MARATTIALEANS: AN EARLY PENNSYLVANIAN SPECIES OF THE FERTILE FERN SCOLECOPTERIS

Remains of the fossil Marattiales are very rare in Lower Pennsylvanian sediments. The present report describes a new species of the fertile fern foliage Scolecopteris from the Lewis Creek, Kentucky locality (Lower or lower Middle Pennsylvanian). Scolecopteris conicaulis n. sp. has radial synangia composed of a ring of 4–7 elongate, exannulate sporangia. Most features of the synangia of S. conicaulis were previously hypothesized to be primitive in Scolecopteris based on geologically younger species. Supposed primitive characters include the large synangium pedicel with fiber core, an outer-facing sporangial wall lacking differentiation or zonation, and large spores. The anatomy of the sporangium walls, pinnule morphology, and general spore type support an association with the Minor group of Scolecopteris. The new species is similar in several important features to Scolecopteris (Cyathotrachus) altus, the only other anatomically preserved fertile marattialean known from this early time, and indicates a considerably earlier origin for fertile foliage of this type.     

STUDIES OF PALEOZOIC MARATTIALEANS: THE MORPHOLOGY AND PHYLOGENETIC POSITION OF EOANGIOPTERIS GOODII SP. N.

Eoangiopteris goodii sp. n. is described from Upper Pennsylvanian coal balls from Ohio (Shade locality) containing isolated pecopterid pinnules approx. 7 × 9 mm that bear up to 20 linear synangia on the lower surface. The synangia extend at right angles from the midrib to the downturned pinnule margins and measure 2.0–3.5 mm in length. Individual synangia are compact and are composed of 10–19 sporangia that have their bases embedded in an elongate parenchymatous pad. In longitudinal section sporangia measure 0.4 × 2.0 mm and have acute elongate, curved apices. Spores average 70 μm in diam and are most similar to the dispersed spore genus Verrucosisporites. Eoangiopteris goodii differs from the generitype E. andrewsii Mamay in its greater size, pinnule histology, and spore type. Sporangium wall complexity and spore type of the two presently known species of Eoangiopteris are considered to be at about the same evolutionary level as the more primitive species of Scolecopteris. Construction of the synangia in Eoangiopteris is different from that of Scolecopteris and indicates that at least two evolutionary lines are recognizable within the Pennsylvanian Marattiales.     

STUDIES OF PALEOZOIC MARATTIALEANS: THE MORPHOLOGY AND PROBABLE AFFINITIES OF TELANGIUM PYGMAEUM GRAHAM

Telangium pygmaeum Graham is known from Upper Pennsylvanian coal balls from the Calhoun coal mine (Illinois). The species was described as possessing radial synangia consisting of 3-5 sporangia fused laterally for about f13 their length. Synangia were believed to be sessile and borne terminally or laterally on a branching rachis without lamina. Examination of new coal ball material of the same age indicates that the synangia are borne abaxially on the pinnules of a compound frond with the anatomy of a Psaronius leaf (Marattiales). Synangia are sessile and borne in two rows, one on either side of the pinnule midrib, under the unbranched lateral veins. Synangia are radial, 0.6 mm in diam, and consist of a ring of thin-walled sporangia fused to near their apices prior to dehiscence, but separating on dehiscence to release spores along their inner midline. Spores are spherical, trilete, 30-48 μm in diam, with a granulate ornamentation. The new genus Araiangium is proposed for this material based on the organization of the sessile thin-walled synangia. Araiangium is compared with other marattialean genera with sessile synangia (Acaulangium, Acitheca), and with the pedicellate synangia of various species of Scolecopteris. Criteria used in the delimitation of genera in Paleozoic anatomically preserved marattialean fertile foliage are discussed.     

THE ULTRASTRUCTURE OF PALEOZOIC FERN SPORES: I. BOTRYOPTERIS

The spores of four species of the Paleozoic filicalean fern Botryopteris are examined at the ultrastructural level. Spores of B. cratis, B. forensis, B. globosa, and an unnamed species from the Lower Pennsylvanian, are compared on the basis of sporoderm stratification and the presence or absence of a sculptine layer. The species examined differ widely as to the type of reproductive unit in which they are borne and include forms that range throughout the Pennsylvanian. In all species the exine is homogeneous, lacking cavities and lamellae. A thin nexine is present in the Middle and Upper Pennsylvanian taxa, but is absent in the Lower Pennsylvanian spores. Only one spore type (B. cratis) possesses a clearly defined sculptine layer. Features of the sporoderm are compared with those of extant, homosporous pteridophyte spores.     

A New Species of Scolecopteris from the Upper Carboniferous of Shanxi,China and Its Significance

A new species of the late Paleozoic fern Scolecopteris (Marattiales) is described and its relationship within the genus is discussed. Scolecopteris sinensis sp. nov., from Shanxi (coal balls of Taiyuan formation, upper Carboniferous), is similar to S. saharaensis, however some differences in characters are evidenced, such as pedicel and sporal ornamentation, The anatomy of the sporangium wails, pinule morphology, and general spore type support its association with the Minor group of Scolecopteris. The phylogenetic and ecological magnitude of Scolecopteris sinensis is also discussed.     

A new species of the marattialean fern Scolecopteris (Zenker) Millay from the uppermost Permian of Guizhou Province, south-western China

Several isolated marattialean synangia and sporangia are reported from coal balls collected from Coal Seam No.1 (C605) in the uppermost Permian Wangjiazhai Formation in Guizhou Province, south-western China. The synangia are radially symmetrical with diameters between 0.8 and 1.2 mm and are 1.7 mm long, consisting of 3–4 elongate sporangia that are fused basally, free distally and possess a pointed apex. The outer-facing sporangial wall is 4–5 cells thick and conspicuously differentiated. Spores are trilete, have a granular ornamentation and are nearly round equatorially with a diameter of 55–60 µm. Comparisons with other anatomically preserved Palaeozoic marattialean synangia from the Euramerican and Cathaysian floras permit their assignment to the genus of Scolecopteris (Zenker) Millay. In this species the thick, outer-facing sporangial walls and large trilete spores are features consistent with those of the Oliveri Group within Scolecopteris , a group that has previously been considered primitive within this genus. Distinctions from all other previously recognized species within the Oliveri Group lead to the creation of a new species, S. guizhouensis sp. nov. This species is the youngest of the reported species of Scolecopteris recognized from the Euramerican and Cathaysian floras, and provides important evidence on the organization of marattialean ferns from the Upper Permian strata of south China.  © 2006 The Linnean Society of London, Botanical Journal of the Linnean Society , 2006, 151 , 279–288.     

STUDIES OF PALEOZOIC FERNS: TUBICAULIS STEWARTII SP. NOV. AND EVOLUTIONARY TRENDS IN THE GENUS

Eggert , Donald A. (Yale U., New Haven, Conn.) Studies of Paleozoic ferns: Tubicaulis stewartii sp. nov. and evolutionary trends in the genus. Amer. Jour. Bot. 46(8): 594–602. Illus. 1959.—Tubicaulis stewartii, a new species of the order Coenopteridales is described. The specimen was derived from the Upper Pennsylvanian of Berryville, Illinois, and is characterized by having a lacunar middle cortex, a well-developed integumentary system bearing uniseriate hairs, and xylem parenchyma organized into vertically anastomosing strands. In addition, multiseriate (somewhat transitional to reticulate) bordered pitting is present in the petiolar metaxylem elements, while those of the stem stele are multiseriate scalariform. The habit is intermediate between that of a form such as Osmunda and a tree fern, having an upright tapering stem which gives off prominently decurrent petioles in a 2/5 divergence. A reinvestigation of the type specimen of the most closely allied species, T. multiscalariformis, of Upper-Middle Pennsylvanian age, has shown that it has similar features in the cortex, metaxylem, and integumentary layers. Tubicaulis multiscalariformis and T. stewartii form a distinct group in the 6 species now known, whose evolution has most likely involved the retention of a more primitive form of pitting (multiseriate scalariform) with parenchymatization of the xylem. The remaining species of the genus have not developed xylem parenchyma but have developed circular bordered pitting. The relationships of the genus to other genera in the Coenopteridales remain obscure.     

First report of fern (Culcita macrocarpa) spore consumption by a small mammal (Apodemus sylvaticus)

Few vertebrates are known to consume ferns regularly. Several species of mammals consume leaves to some extent but the consumption of fern spores is much rare. In Galicia (Northwest Spain) we studied the seasonal variation in the consumption of Culcita macrocarpa fertile leaves (i.e. with spores) in two populations (Capelada and Eume), assessed whether consumption rate increased with fern population size, and evaluated whether the consumer was a spore predator or a spore disperser. Consumption began in December and finished by mid February, and occurred before spore release, which happened later in Capelada than in Eume, probably influenced by differences in altitude. The consumer was identified as Apodemus sylvaticus by DNA analysis of its droppings and by capture of live animals. Throughout Galicia there was a significant increase in fern consumption rate as the population size of C. macrocarpa increased. Germination tests from droppings were carried out in 14 dishes but only in two dishes 1% and 0.3% of the spores germinated. Our results suggest that woodmouse can disperse spores of C. macrocarpa, although most of the spores were digested.     

BIOCHEMISTRY OF FERN SPORE PROTEINS: GLOBULIN STORAGE PROTEINS IN ONOCLEA SENSIBILIS AND OSMUNDA CINNAMOMEA

Onoclea sensibilis was found to contain globulin storage proteins of 2.0S and 11.3S. These globulins, comparable in size and subunit composition to the spore storage proteins characterized in Matteuccia struthiopteris (Templeman, DeMaggio, and Stetler, 1987), declined during imbibition and the initial stages of spore germination. Osmunda cinnamomea, a fern that is only distantly related to Matteuccia, also contained globulin proteins, but these had S values of 5.5 and 11.3. SDS-PAGE analysis revealed extensive differences in banding patterns of the 11.3S protein between Onoclea and Osmunda. This work indicates that while globulin proteins are important storage materials in a variety of ferns they exhibit considerable molecular heterogeneity. The observed heterogeneity in the globulin proteins may be a useful tool to explore evolutionary relationships in the ferns.     

Exploring the phylogeny of the marattialean ferns

The eusporangiate marattialean ferns represent an ancient radiation with a rich fossil record but limited modern diversity in the tropics. The long evolutionary history without close extant relatives has confounded studies of the phylogenetic origin, rooting and timing of marattialean ferns. Here we present new complete plastid genomes of six marattialean species and compiled a plastid genome dataset representing all of the currently accepted marattialean genera. We further supplemented this dataset by compiling a large dataset of mitochondrial genes and a phenotypic data matrix covering both extant and extinct representatives of the lineage. Our phylogenomic and total-evidence analyses corroborated the postulated position of marattialean ferns as the sister to leptosporangiate ferns, and the position of Danaea as the sister to the remaining extant marattialean genera. However, our results provide new evidence that Christensenia is sister to Marattia and that M. cicutifolia actually belongs to Eupodium. The apparently highly reduced rate of molecular evolution in marattialean ferns provides a challenge for dating the key phylogenetic events with molecular clock approaches. We instead applied a parsimony-based total-evidence dating approach, which suggested a Triassic age for the extant crown group. The modern distribution can best be explained as mainly resulting from vicariance following the breakup of Pangaea and Gondwana. We resolved the fossil genera Marattiopsis, Danaeopsis and Qasimia as members of the monophyletic family Marattiaceae, and the Carboniferous genera Sydneia and Radstockia as the monophyletic sister of all other marattialean ferns.     

ACAULANGIUM GEN. N., A FERTILE MARATTIALEAN FROM THE UPPER PENNSYLVANIAN OF ILLINOIS

Material described by Graham as Cyathotrachus bulbaceus is believed to represent a new genus that is a common constituent of Upper Pennsylvanian coal balls. The sessile synangia of Acaulangium gen. n. are borne in a row on either side of the pinnule midrib and are composed of four to six short, tapering, laterally appressed sporangia. The sporangia have extended tips which curve over the inside of the synangium distally and delimit a small open area inside the synangium. The outer facing walls of the sporangia are two to three cells thick throughout while the inner facing walls are uniseriate. During dehiscence the sporangia separate laterally and spore release results from the rupture of a row of elongate cells along the inner sporangium midline. Among species of Scolecopteris the new genus resembles S. illinoensis and S. minor var. parvifolia but differs in its sessile synangial attachment. The additional parenchyma present between sporangial cavities in the synangia of Acaulangium, and the tendency toward bilateral symmetry suggests an early stage in the evolution of a bivalve synangium such as is present in Marattia.     

Fern and lycopod spores rain in a cloud forest of Hidalgo,Mexico

The aim of this study was to determine the composition of the “spore rain” of ferns and lycopods in a cloud forest. We tested whether the canopy impedes spore dispersal to surrounding areas and how spore dispersal is affected by rainfall. The spores were captured with a modified Bush–Gosling trap placed at 30 cm above ground level in forested and non-forested sites from March 2009 to February 2010. We collected 2462 fern spores from 158 morphospecies of which 76 were identified to species level. Thirty-seven species were found exclusively in the spore rain, and 39 were found as sporophytes as well (local component). Mean daily spore density (spores m^?2) was calculated to find the sporulation period for each species. Twenty species showed seasonal patterns of sporulation. The highest spore density was found at the forested site (70 morphospecies and 1856 spores), of which 39 morphospecies (1482 spores) corresponded to the local vegetation. Fifty-five taxa were shared between the forested and non-forested site. In the non-forested site, 605 spores were captured belonging to 64 species. The density of spore rain between sites was significantly different. The rainfall amount was the same at both sites, with a dry period in March, April, and July 2009, and February 2010. There was a negative effect of rainfall on spore rain. The main sporulation occurred in the dry season with strong winds. Although the canopy inhibits airborne dispersal of fern spores, a small amount of spores can disperse beyond the canopy and reach surrounding areas. The rainfall might wash spores to ground and favor the colonization and the establishment of new populations.     

Fern and bryophyte endozoochory by slugs

Endozoochory plays a prominent role for the dispersal of seed plants, and dispersal vectors are well known. However, for taxa such as ferns and bryophytes, endozoochory has only been suggested anecdotally but never tested in controlled experiments. We fed fertile leaflets of three ferns and capsules of four bryophyte species to three slug species. We found that, overall, spores germinated from slug feces in 57.3 % of all 89 fern and in 51.3 % of all 117 bryophyte samples, showing that the spores survived gut passage of slugs. Moreover, the number of samples within which spores successfully germinated did not differ among plant species but varied strongly among slug species. This opens new ecological perspectives suggesting that fern and bryophyte endozoochory by gastropods is a so-far-overlooked mode of dispersal, which might increase local population sizes of these taxa by spore deposition on suitable substrates.     

RECONSTRUCTIONS OF ARCHAEOPTERIS,AND FURTHER CONSIDERATION OF ITS PHYLOGENETIC POSITION

Beck , C. B. (U. Michigan, Ann Arbor.) Reconstructions of Archaeopteris, and further consideration of its phylogenetic position. Amer. Jour. Bot. 49(4): 373–382. Illus. 1962.—Two reconstructions, one of a branch bearing the basal part of 3 leaves and the other of the habit, are presented with the evidence upon which they are based. An analysis is made of some features which characterize the ferns. These, and characters of Archaeopteris, are considered in the light of present knowledge of evolutionary trends, and the conclusion is reached that Archaeopteris was neither a primitive fern nor a fern ancestor. Additional evidence is discussed which supports the view that the plant was a progymnosperm.     

A TETRAHEDRAL MEGASPORE ARRANGEMENT IN A SEED FERN OVULE OF PENNSYLVANIAN AGE

A tetrahedral arrangement of one functional and three aborted megaspores has been found in the fossil seed fern ovule Conostoma anglo-germanicum. This is the first conclusive report of a Pennsylvanian age ovule with such a primitive megaspore arrangement, suggesting that this feature was more widespread and persistent among Paleozoic pteridosperms than previously assumed.     

A marattialean fern,Scolecopteris libera n. sp., from the Asselian (Permian) of Inner Mongolia,China

Scolecopteris libera n. sp. is established on partial three-dimensionally preserved materials containing both sterile and fertile fronds collected from the volcanic tuff at the top of the Taiyuan Formation at the Wuda Coalfield, Inner Mongolia, China. It is characterized by tripinnate fronds with rachises over 200 mm in diameter; and long lanceolate or falciform pinnules with thick veins. Pinnules are of the pecopterid-type, with those at the base of the ultimate pinnae usually divided into small lobes. Eight to twelve circular synangia are arranged in two rows along the midvein. Synangia are borne on a short pedicel attached to the middle of lateral veins. A synangium is composed of 7–10 fusiform exannulate sporangia with pointed apices. The sporangia are free among each other beyond the base of synangia. In situ microspores of the Cyclogranisporites leopoldii type differ from all other in situ Paleozoic marattialean spores.     

Reiterative growth in the complex adaptive architecture of the Paleozoic (Pennsylvanian) filicalean fern Kaplanopteris clavata

Reiteration is a widespread component of plant growth whose evolutionary importance in ferns is not recognized widely. We introduce and discuss the growth architecture of Kaplanopteris clavata, a fossil filicalean fern from the Pennsylvanian (ca. 305 million yeas old), focusing on types of reiteration exhibited by this species and on the adaptive and phylogenetic significance of reiteration for ferns in general. Kaplanopteris clavata combines two types of reiterative growth where growth modules are borne on fronds: (1) entire fronds derived from primary pinnae, and (2) epiphyllous plantlets. This combination of reiterative pathways, unique among fossil and living ferns, allowed K. clavata to explore ecospace through an opportunistic combination of scrambling, climbing and epiphytic growth. Kaplanopteris clavata underscores the organographic importance of fronds (as opposed to stems) in the adaptive architecture of ferns, emphasizing functional convergences between the different Baupla̋ne of ferns and angiosperms. This unique combination of reiterative pathways is interpreted as a derived condition illustrating the structural and developmental complexity achieved by some filicaleans during the first major evolutionary radiation of leptosporangiate ferns.     

Water properties in fern spores: sorption characteristics relating to water affinity, glassy states, and storage stability

Ex situ conservation of ferns may be accomplished by maintaining the viability of stored spores for many years. Storage conditions that maximize spore longevity can be inferred from an understanding of the behaviour of water within fern spores. Water sorption properties were measured in spores of five homosporeous species of ferns and compared with properties of pollen, seeds, and fern leaf tissue. Isotherms were constructed at 5, 25, and 45 degrees C and analysed using different physicochemical models in order to quantify chemical affinity and heat (enthalpy) of sorption of water in fern spores. Fern spores hydrate slowly but dry rapidly at ambient relative humidity. Low Brunauer-Emmet-Teller monolayer values, few water-binding sites according to the D'Arcy-Watt model, and limited solute-solvent compatibility according to the Flory-Huggins model suggest that fern spores have low affinity for water. Despite the low water affinity, fern spores demonstrate relatively high values of sorption enthalpy (DeltaH(sorp)). Parameters associated with binding sites and DeltaH(sorp) decrease with increasing temperature, suggesting temperature- and hydration-dependent changes in volume of spore macromolecules. Collectively, these data may relate to the degree to which cellular structures within fern spores are stabilized during drying and cooling. Water sorption properties within fern spores suggest that storage at subfreezing temperatures will give longevities comparable with those achieved with seeds. However, the window of optimum water contents for fern spores is very narrow and much lower than that measured in seeds, making precise manipulation of water content imperative for achieving maximum longevity.     

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.     

Autochory in ferns,not all spores are blown with the wind

Dispersal is a key process in plant population dynamics. In ferns, two successive vectors are needed: the sporangium catapulting mechanism, and wind or gravity. However, some rock ferns have a growth habit that suggests a kind of autochory by placing spores on the rock surface. Moreover, some ferns show modifications of the sporangial dehiscence. To determine the role of growth habit in spore dispersal, we checked the sporangial opening mechanism and explored the spatial distribution of plants on the walls. The presence of spores of Asplenium celtibericum, a rupicolous fern, in the rock surface was checked. In addition, its sporangial dehiscence, plant size and position in the wall were analysed. Spores and indehiscent sporangia were present on walls at each sampling moment. Their highest number was found close to the plants. There was a positive correlation between crack width and plant size. However, most plants occupy the upper half of the cliffs. The growth habit of A. celtibericum is instrumental to deposit the spores over the neighbouring rock surface, thus enhancing the probability of spores to find suitable crevices for germination. Furthermore, dispersal of indehiscent sporangia might promote intergametophytic mating, and the modified sporangial opening mechanism extends the dispersive period.