Functional morphology and biomechanics of branch–stem junctions in columnar cacti

Branching in columnar cacti features morphological and anatomical characteristics specific to the subfamily Cactoideae. The most conspicuous features are the pronounced constrictions at the branch–stem junctions, which are also present in the lignified vascular structures within the succulent cortex. Based on finite-element analyses of ramification models, we demonstrate that these indentations in the region of high flexural and torsional stresses are not regions of structural weakness (e.g. allowing vegetative propagation). On the contrary, they can be regarded as anatomical adaptations to increase the stability by fine-tuning the stress state and stress directions in the junction along prevalent fibre directions. Biomimetic adaptations improving the functionality of ramifications in technical components, inspired, in particular, by the fine-tuned geometrical shape and arrangement of lignified strengthening tissues of biological role models, might contribute to the development of alternative concepts for branched fibre-reinforced composite structures within a limited design space.     

A comparison between the record height-to-stem diameter allometries of Pachycaulis and Leptocaulis species

BACKGROUND AND AIMS: The interspecific allometry of maximum plant height (Hmax) with respect to maximum basal stem diameter (Dmax) has been studied for leptocaulis dicot and conifer tree species. In contrast, virtually nothing is known about the interspecific allometry of pachycaulis species. Here, the interspecific allometries for palms, cacti and cycads are reported and compared with those of leptocaulis dicot and conifer tree species to determine whether pachycauly limits Hmax with respect to Dmax. METHODS: Data for each of a total of 1461 pachycaulis and leptocaulis species were gathered from the primary literature. The scaling exponent and the allometric constant of logHmax vs. logDmax reduced major axis regression curves (and their respective 95 % confidence intervals) were used to compare the four species groups. The stem slenderness ratio (Hmax/Dmax = Rmax) for each species was also computed to compare interspecific trends in trunk shape. KEY RESULTS AND CONCLUSIONS: Each of the four species groups is allometrically unique, i.e. no single 'canonical' maximum plant height to stem diameter allometry exists across all four species groups. Although pachycaulis does not intrinsically limit height, height is nevertheless limited by the size range of basal stem diameter occupied by each species group. Pachycaulis species achieve heights comparable to some leptocaulis species by virtue of very high slenderness ratios attended by an absence or paucity of stem branching. The diversity observed for pachycaulis stem allometries is likely the result of the independent evolutionary origins of this growth habit and the different anatomical strategies used to stiffen stems.     

Analysis of form and function in North American columnar cacti (tribe Pachycereeae)

Simple and multivariate linear models were used to demonstrate the influence of mechanical design and climate on stem morphology and branching architecture in 25 species of North American columnar cacti. The effect of phyletic inertia was tested by the method of independent contrasts. Stem girth was found to increase significantly slower with increased height within taxa (cross-sectional stem area ;ps [plant height] 0.603), than across taxon (cross-sectional stem area ;ps [plant height] 1.451). Juveniles are shown to be mechanically overbuilt and subsequently grow into more slender adult forms determined in part by structural limitations and the optimization of other stem functions. We make a structural analogy of relatively rigid columnar cacti to concrete columns and compare plants and models with similar growth forms lacking woody skeletons (barrel cacti). Taxa with woody support achieved a surface-to-volume ratio six times greater than taxa without woody support. Across taxon, cooler winter temperatures were associated with larger stem girths, and greater annual precipitation was associated with less frequent branching. The relationship between total plant surface and volume approaches isometry within taxa, but across taxon average individuals are scaled replicates. We hypothesize that architecture and average plant height are adjusted, in an evolutionary sense, to maintain geometric similitude between surface and volume along a climatic gradient.     

Environmental relationships and vegetation associates of columnar cacti in the northern Sonoran Desert

The environmental distribution, habitat segregation, and vegetation associates of the columnar cacti Carnegiea gigantea, Stenocereus thurberi, and Lophocereus schottii were examined in Organ Pipe Cactus National Monument, Arizona. Three primary environmental gradients were identified with principal components analysis of environmental data: soil texture, elevation/nutrients, and xericness (based on slope aspect and angle). Environmental influents of spatial variation in density were modeled with ordinary least squares regression analysis, and common associates were identified with two-way indicator species analysis for each cactus. Of the three cacti, Carnegiea gigantea occurred over the broadest ecological range of habitats, but was densest on coarse, granitically derived alluvial soils of flat upper bajadas and basin floors, where it was associated with Larrea tridentata, Ambrosia deltoidea, and Opuntia fulgida. Stenocereus thurberi reached its maximum densities on coarse sandy soils of steep, south-facing granitic slopes, with Encelia farinosa, Jatropha cuneata, and Opuntia bigelovii as associates. Lophocereus schottii was restricted to very coarse, granitically derived alluvial soils in the southern part of the monument, where it occurred along wash banks with Beloperone californica, Hymenoclea salsola, Acacia greggii, and Opuntia arbuscula.Abbreviations DCA Detrended correspondence analysis - OPCNM Organ Pipe Cactus National Monument - OLS Ordinary least squares - PCA Principal components analysis - RA Reciprocal averaging - TWINSPAN Two-way indicator species analysis     

Pollination biology of two columnar cacti (Neobuxbaumia mezcalaensis and Neobuxbaumia macrocephala) in the Tehuacan Valley,central Mexico

We document the pollination biology and mating systems of Neobuxbaumia mezcalaensis and Neobuxbaumia macrocephala, two Mexican giant columnar cacti. These two species form mixed forests in the western Tehuacan Valley, Mexico. The flowers of both N. mezcalaensis and N. macrocephala exhibit nocturnal anthesis, are self-incompatible, and are pollinated primarily by three species of nectar-feeding bats (Choeronycteris mexicana, Leptonycteris curasoae, and Leptonycteris nivalis). Neobuxbaumia mezcalaensis is androdioecious, a breeding system that appears to be uncommon among Cactaceae. Neobuxbaumia macrocephala is hermaphroditic. We hypothesize that columnar cacti show a geographical dichotomy in floral biology specialization that probably can be related to predictability in pollinator abundance.     

Allometric neoteny and the evolution of succulence in cacti

With the objective of analysing the role of heterochrony in the evolution of succulence in the cactus family, a comparative study of xylem development in six species with contrasting morphologies was carried out. Two woody leaf-bearing cacti and four succulent cactus species belong to different subdivisions within the family were analysed. In each species and for different ages, vessel-element length was measured, vessel-element lateral wall-pitting described and the percentage of xylem and parenchyma in the stem quantified. In the succulent species it was found that vessel element length did not change between juvenile and adult wood, that wall-pitting in adult plants was similar to that of seedlings, and that the woody tissue in adult plants was organized in vascular bundles as in the primary tissue of seedlingS. Leaf-bearing cacti, in contrast, changed in both vessel element length and wall-pitting when secondary wood was produced, and the secondary woody tissue of adult plants was organized in a continuous cambial cylinder as in most dicotyledonS. An allometric analysis suggests that a retardation in the developmental rate of woody tissues (allometric neoteny) is the main mechanism in the development of succulence in cacti.     

Seed response to temperature of Mexican cacti species from two life forms: an ecophysiological interpretation

The effect of seven different constant temperatures and five ranges of alternating temperatures on seed germination of seven species of cacti from Puebla, México was analyzed. Six cacti species germinated in a wide range of temperature. Columnar cacti were more tolerant to low temperatures and germinated in a wider range of temperature than barrel cacti. One of the barrel cacti studied (Ferocactus recurvus) only reached full germination at 25 °C . Temperature fluctuations did not produce significant effects on germination compared to the results obtained at constant temperatures. This may reveal differing ecophysiological adaptations with respect to temperature requirements during the establishment conditions for each life form. Columnar cacti may become established mainly under the shade of desert shrubs, whereas barrel cacti maybe can also become established in open areas, beneath the shade of small rocks or soil irregularities. In both cases, temperature fluctuations are attenuated by the shade, but mean temperatures may be higher in the second condition than beneath the shade of plants.     

Biomechanics of the columnar cactus Pachycereus pringlei

We report the longitudinal variations in stiffness and bulk density of tissue samples drawn from along the length of two Pachycereus pringlei plants measuring 3.69 and 5.9 m in height to determine how different tissues contribute to the mechanical stability of these massive vertical organs. Each of the two stems was cut into segments of uniform length and subsequently dissected to obtain and mechanically test portions of xylem strands, stem ribs, and a limited number of pith and cortex samples. In each case, morphometric measurements were taken to determine the geometric contribution each tissue likely made to the ability of whole stems to resist bending forces. The stiffness of each xylem strand increased basipetally toward the base of each plant where stiffness sharply decreased, reaching a magnitude comparable to that of strands 1 m beneath the stem apex. The xylem was anisotropic in behavior, i.e., its stiffness measured in the radial and in the tangential directions differed significantly. Despite the abrupt decrease in xylem strand stiffness at the stem base, the contribution made by this tissue to resist bending forces increased exponentially from the tip to the base of each plant due to the accumulation of wood. A basipetal increase in the stiffness of the pith (and, to limited extent, that of the cortex) was also observed. In contrast, the stiffness of stem rib tissues varied little as a function of stem length. These tissues were stiffer than the xylem in the corresponding portions of the stem along the upper two-fifths of the length of either plant. Tissue stiffness and bulk density were not significantly correlated within or across tissue types. However, a weak inverse relationship was observed for these properties in the case of the xylem and stem rib tissues. We present a simple formula that predicts when stem ribs rather than the xylem strands serve as the principal stiffening agents in stems. This formula successfully predicted the observed aspect ratio of the stem ribs (the average quotient of the radial and tangential dimensions of rib transections), and thus provided circumstantial evidence that the ribs are important for mechanical stability for the distal and younger regions of the stems examined.     

Changes in the factor of safety within the superstructure of a dicot tree

The objective of this study was to determine whether the factor of safety for mechanical stability varied among stems differing in size and age within the superstructure of a large dicot tree. Two factors of safety were selected for study: the quotient of the critical buckling height and the actual length of stems, Hcrit/L, and the quotient of the modulus of rupture (the force per unit area required to break a stem) and the working stress (the force per unit area resulting from the biomass measured distal to a stem), M_R/σ_w. These two dimensionless safety factors were determined for a total of 420 shoot segments comprising much of the aboveground biomass of a Robinia pseudoacacia (Fabaceae) tree measuring 18.7 m in height and 1347 kg in mass, and 0.46 m in diameter (40 yr old) at 1.2 m from the ground. An S-shaped trend was observed when each of the two factors of safety was plotted as a function of stem age. Each factor decreased from a local maximum for the most distal (peripheral) stems in the canopy to a local minimum value for stems ∼10 yr old; each factor increased again to another local maximum for stems 11–18 yr old, and then decreased steadily toward the base of the trunk. This trend was the result of the allometric relationships among stem diameter, length, biomass, and material properties (stiffness and strength) with respect to stem age. Although they were disproportionately more slender than their older counterparts, peripheral stems were sufficiently stiff and strong to sustain the stresses resulting from their weight and that of foliage without deflecting under these loads, yet they were sufficiently flexible to easily bend and thereby presumably provide a mechanism to reduce the drag forces acting on the entire tree. In contrast, the internally imposed mechanical forces acting on progressively older stems increased at a greater rate than the observed rate of increase in stem stiffness, strength, or diameter. The probability of mechanical failure, which must be considered from a demographic perspective (i.e., an age-dependent phenomenon), thus increased from older branches to the base of the trunk. Reports of similar allometric trends based on interspecific comparisons among diverse dicot species comply with the allometry observed for the R. pseudoacacia tree and suggest that the S-shaped trend for the factor of safety holds for stems differing in age drawn from individual trees and for the trunks of conspecifics differing in age drawn from a dense population.     

Effects of natural and artificial selection on survival of columnar cacti seedlings: the role of adaptation to xeric and mesic environments

Escontria chiotilla, Polaskia chichipe, and Stenocereus pruinosus are species of Mexican columnar cacti that are economically important because of their edible fruits. These species are managed by gathering fruits from the wild, silvicultural management in agroforestry systems, and cultivation in home gardens. Previous studies reported that artificial selection favored individuals that produced larger fruits, which indirectly led to the production of larger seeds and seedlings, with possible effects on survival. We hypothesized that seedlings from managed populations would be larger but more susceptible to xeric conditions than those from wild populations. We evaluated the effects of artificial and natural selection on seedling survival of the three species in wild and managed populations, which were managed with low and high intensity, respectively. We tested seedling performance in gradients of shade (0, 40, and 80%) and humidity (low and high). A GLM of seedling survival showed significant differences among species, shade, and humidity treatments, with each species having environmental requirements associated with their particular adaptations. High humidity decreased seedling survival of all species, and high solar radiation decreased survival of S. pruinosus and P. chichipe. The effect of management type was significant only in S. pruinosus. Significant differences in the initial growth of seedlings among species were detected with ANOVA. In optimal conditions, the hypocotyl and the cotyledons decreased in size and the epicotyl grew, whereas under stress, these structures remained unchanged. The optimum conditions of shade and humidity varied among species and management types. The seedlings of S. pruinosus were the largest and the most susceptible, but in all species, seedlings from managed populations were more susceptible to environmental conditions. Thus, artificial selection influenced the susceptibility of these cacti to xeric environments.     

Comparative pollination biology of Venezuelan columnar cacti and the role of nectar-feeding bats in their sexual reproduction

The floral biology, reproductive system, and visitation behavior of pollinators of four species of columnar cacti, Stenocereus griseus, Pilosocereus moritzianus, Subpilocereus repandus, and Subpilocereus horrispinus, were studied in two arid zones in the north of Venezuela. Our results support the hypothesis that Venezuelan species of columnar cacti have evolved toward specialization on bat pollination. Additional information on the floral biology of a fifth species, Pilosocereus lanuginosus, was also included. All species showed the typical traits that characterize the pollination syndrome of chiropterophily. All species but Pilosocereus moritzianus were obligate outcrossers. Nectar and pollen were restricted to nocturnal floral visitors. Two species of nectar-feeding bats, Leptonycteris curasoae Miller and Glossophaga longirostris Miller, were responsible for practically all the fruit set in these cacti. Frequency of bat visitation per flower per night was highly variable within and between species of cactus, with average frequencies varying between 27 and 78 visits/flower/night. In general terms, the pattern of floral visitation through the night was significantly correlated with the pattern of nectar production and nectar sugar concentration for all species of cactus. Under natural pollination, fruit:flower ratios varied from 0.46 in Subpilocereus repandus to 0.76 in Stenocereus griseus. The efficiency of bat pollination in terms of seed:ovule ratio was high in all species, varying between 0.70 and 0.94.     

Allometry of axis length, diameter, and taper in the devil's walking stick (Aralia spinosa; Araliaceae)

The allometry of axis length, diameter, and taper is described for the trunk, rachis, and rachilla of nonbranching ramets of Aralia spinosa. Significant log-linear relationships were found between length and diameter for all axis categories, and in all cases, scaling was negatively allometric. Linear models best described the relationship between length and diameter for the rachis and rachilla, while a quadratic model best described this relationship for the trunk. During the trunk-building stage, the safety factors for trunk height were size dependent, with larger trunks exceeding their predicted critical buckling height. Taper was described by a linear relationship between diameter and position along the axis for all axis categories. All rachises and rachillas sampled exhibited taper along the length of the axis, however, only 51% of the trunks showed continuous taper. The trunk was less tapered than the rachis, but no differences in taper were found between the trunk and the rachilla, or the rachis and the rachilla. In unbranched ramets the large bipinnately compound leaves occupy the space normally occupied by lateral branches. We suggest that the rachis and rachilla are functionally equivalent to branches, that is, acting as axes of exploration and exploitation of the environment.     

Reproductive biology and the process of domestication of the columnar cactus Stenocereus Stellatus in Central Mexico

Pollination biology, breeding system, and floral phenology of the columnar cactus Stenocereus stellatus were studied in wild, wild managed in situ and cultivated populations of central Mexico, in order to examine whether these aspects have been modified under domestication and whether they determine reproductive barriers between wild and manipulated individuals. Individuals of both wild and manipulated populations are self-incompatible, indicating that artificial selection has not modified the breeding system. Their pollination biology is also similar. Anthesis is mainly nocturnal, with a peak of nectar production between 0200 and 0400 when the stigma presents maximum turgidity. Nocturnal visitors are the effective pollinators. Nearly 75% of flowers exposed for nocturnal pollination set fruit, while none of the flowers exposed for diurnal pollination produced fruits. The bats Leptonycteris curasoae, L. nivalis, and Choeronycteris mexicana (Glossophaginae) are the most likely pollinators, and their time of foraging is synchronized with the time of nectar production and stigma receptivity in S. stellatus. Bats potentially move pollen over a considerable distance, so there is apparently no spatial isolation to prevent pollen exchange between wild and cultivated populations. Phenological studies showed that there are also no apparent temporal barriers. However, manual cross pollination failed between some domesticated and wild phenotypes, suggesting that gene flow between wild and cultivated populations might be limited by pollen incompatibility.     

Wood biomechanics and anatomy of PACHYCEREUS PRINGLEI

We report the longitudinal, biomechanical, and anatomical trends observed for tissue samples drawn from the parallel aligned, prismatic woody vascular bundles running the length of a Pachycereus pringlei plant measuring 5.22 m in height. The main vertical stem of this plant was cut into five segments (labeled A through E in the acropetal direction) measuring ～1.02 m in length. Four of the 14 vascular bundles in each segment were surgically removed to obtain 20 vascular bundle segments that were tested in bending to determine their stiffness measured in the radial E(R) and tangential E(T) direction. We also determined the lignin content of representative samples of wood.A nonlinear trend in stiffness was observed: E(R) and E(T) were highest in segments B or C (1.67 GN/m and 1.09 GN/m, respectively), lower in segment A (E(R) = 1.18 GN/m and E(T) = 0.35 GN/m), and lowest in segment E (E(R) = 0.03 GN/m and E(T) = 0.20 GN/m). Similar longitudinal trends were seen for axial tissue volume fraction and fiber wall thickness, which achieved their highest values in segment B (69.8% and 6.59 μm, respectively). Wood stiffness also correlated significantly with cell wall lignin content: with respect to segment B (which had the highest lignin content, and was thus used as the standard reference for percent lignin content), lignin content, was 15, 60, 85, and 43% in segments E, D, C, and A, respectively. Fiber cell length, which increased toward the base of the stem and toward the vascular cambium in the most proximal vascular bundle segment, did not correlate with E(R) or E(T).Basic engineering principles were used to calculate stem stresses resulting from self-loading and any wind-induced bending moment (produced by drag forces). Calculations indicated that the less stiff wood produced in segment A eliminates a rapid and potentially dangerous increase in stresses that would otherwise occur in segments B or C. The less stiff wood in segment A also reduces the probability of shear failure at the cellular interface between the wood and surrounding tissues in this portion of the stem.We conclude that P. pringlei wood stiffness is dependent on the volume fraction and lignification of axial tissues, less so on fiber wall thickness, and that wood development in this species is adaptively responsive to self-loading and differentially applied external mechanical forces.     

The mechanical role of bark

The ability of stem bark to resist bending forces was examined by testing in bending segments of Acer saccharum, Fraxinus americana, and Quercus robur branches with and without their bark. For each species, the bark contributed significantly to the ability of stem segments differing in age to resist bending forces, but its contribution was age-dependent and differed among the three species. The importance of the mechanical role of the bark decreased basipetally with increasing age of F. americana and Q. robur stem segments and was superceded by that of the wood for segments ≥ 6 yr old. A. saccharum bark was as mechanically important as the wood for stem segments 7 yr old but was not a significant stiffening agent for younger or older portions of stems. On average, the stiffness of the bark from all three species was 50% that of the wood. However, the geometric contribution to the flexural rigidity of stems made by the bark (i.e., the bark's second moment of area) was sufficiently large to offset its lower stiffness (Young's modulus) relative to that of the wood. A simple model is presented that shows that the bark must be as mechanically important as the wood when its radial thickness equals 32% that of the wood and its stiffness is 50% that of the wood. Based on this model, which is shown to comply with the data from three species purported to have stiff woods, it is evident that the role of the bark cannot be neglected when considering the mechanical behavior of juvenile woody stems subjected to externally applied bending forces.     

Seasonal reversals of upland-riparian diversity gradients in the Sonoran Desert

Flood disturbance and water resource availability vary sharply over time and space along arid‐region rivers and can interact in complex fashion to shape diversity patterns. Plant diversity showed spatial patterning along a topogradient from the floodplain of the San Pedro River (Arizona, USA) to the arid upland, but the patterns shifted temporally as the suite of limiting factors changed. During two of three sampling times, spatial diversity patterns were shaped primarily by gradients of water availability, the regional limiting factor. In the summer dry season, microscale diversity (species richness per 1 m²) and mesoscale diversity (cumulative species and functional types in 20, 1‐m² plots) of herbaceous plants decreased along the topogradient from floodplain to upland, reflecting the greater water availability on the low surfaces. During a summer wet season with moderate rains and flooding, diversity increased in all hydrogeomorphic zones (floodplain, terrace, upland), but the spatial pattern along the topogradient persisted. Following a very wet winter, patterns along the topogradient reversed: scour from large floods limited diversity on the floodplain and competitive exclusion limited the diversity on undisturbed river terrace, while abundant rains allowed for high microscale diversity in the upland. Disturbance and resource availability thus interacted to influence plant species diversity in a fashion consistent with the dynamic‐equilibrium model of species diversity. In contrast to the microscale patterns, mesoscale diversity of species and functional types remained high in the floodplain during all sampling times, with 58% more plant species and 90% more functional types sampled in low floodplain than arid upland for the year as a whole. Species with a wide range of moisture and temperature affinities were present in the floodplain, and seasonal turnover of species was high in this zone. The floodplain zone of a perennial to intermittent‐flow river thus had greater plant diversity than arid Sonoran Desert upland, as measured at temporal scales that capture seasonal variance in resource and disturbance pulses and at spatial scales that capture the environmental heterogeneity of floodplains. Although periodically limited by intense flood disturbance, diversity remains high in the floodplain because of the combination of moderate resource levels (groundwater, seasonal flood water) and persistent effects of flood disturbance (high spatial heterogeneity, absence of competitive exclusion), in concert with the same climatic factors that produce seasonally high diversity in the region (temporally variable pulses of rainfall).     

Patterns of abundance and population structure of Pachycereus pringlei (Cactaceae), a columnar cactus of the Sonoran Desert

Understanding the mechanisms that determine the distribution and abundance of plants is a major problem in ecology. However, very few studies have explored the factors controlling the abundance of columnar cacti throughout their range of distribution. In this paper, we describe the density and size structure of 26 populations of Pachycereus pringlei throughout its distribution range in the Sonoran Desert. Major differences in abundance were detected between island and mainland and peninsular areas, with islands sustaining significantly larger densities than mainland and peninsular populations. Within peninsular populations, the abundance was negatively associated with latitude and positively associated with annual and seasonal rainfall. In contrast, the abundance in mainland populations showed neither latitudinal trend nor an association with rainfall. In peninsular populations, mean height and basal diameter of branched plants showed a negative association with population density whereas mainland populations showed no significant association. None of the populations exhibited a population structure that fitted the log-normal distribution expected for young, growing populations with constant recruitment. Insular, peninsular and␣mainland populations showed a population structure with an uneven size distribution typical of populations experiencing regeneration pulses.     

Thigmomorphogenesis: The role of ethylene in the response of Pinus taeda and Abies fraseri to mechanical perturbation

Ethylene production was monitored for 48 h in two half-sibs of Pinus taeda L. grown in the greenhouse and given mechanical perturbation (MP) by flexing; and for 22 h in Abies fraseri (Pursh) Poir, grown in the field and exposed to wind-mediated MP. Both species produced a peak of ethylene 18 h after MP. Seedlings of P. taeda exposed to MP for the duration of the growing season (preconditioned) produced less ethylene compared to non-MP controls, with a peak production at 8 h. One half-sib which responded to MP by an increase in radial growth produced 16 times more ethylene than another half-sib which had no significant change in radial growth. Preconditioned A. fraseri produced no significant quantities of ethylene after MP. The production of wound ethylene appears to be different from MP-induced ethylene. When an ethylene-generating solution was applied to P. taeda seedlings, it mimicked many of the morphological and mechanical characteristics of MP seedlings. The putative role of ethylene in the thigmomorphogenetic response is addressed.