The value of leaf cuticle characteristics in the identification and classification of Iberian Mediterranean members of the genus Pinus

This study reports the value of leaf cuticle characteristics in the identification and classification of Iberian Mediterranean species of the genus Pinus (P. nigra subsp. salzmannii, P. pinaster, P. pinea and P. halepensis), with the aim of using these characters to identify isolated cuticles and stomata in palynology slides. Preparations were made of the cuticles of pine needles belonging to one natural Iberian population of each of the above species. A number of epidermal morphological characteristics were then recorded with the aim of distinguishing these species from one another. The structure of the stomatal complex (the shape and arrangement of the subsidiary cells) was different in each species. The aperture of the epistomatal chamber was significantly smaller in P. pinea than in the other species examined, and the variables recorded for the thickening of the guard cells provided relationships that clearly distinguished all four taxa. The width and length of the stomata and the upper woody lamellae, the central distance between the external limits of the medial lamellae borders and the length of the stem were the most useful variables in this respect. The present results contribute to the ongoing discussion regarding the taxonomic classification of the members of Pinus, and provide valuable clues for the identification of Iberian Mediterranean pine species from small pine needle fragments or isolated stomata. After validation of the present results for multiple populations, these results could also be used to help identify fossil leaf macroremains and the scattered/isolated stomata commonly observed in palaeopalynological samples. © 2009 The Linnean Society of London, Botanical Journal of the Linnean Society, 2009, 161 , 436–448.     

Molecular and morphological variation of rare endemic oncocyclus irises (Iridaceae) of Lebanon

Oncocyclus irises endemic to Lebanon form a complex of three closely related taxa replacing each other over short geographical distances in a linear habitat. In order to characterize the appropriate taxonomic levels and to assess their conservation status, we investigated patterns of phenotypic variability and the partitioning of genetic variation within and among populations using random amplified polymorphic DNA (RAPD) markers. Multivariate analysis (principal components analysis and multiple correspondence analysis), based on 16 quantitative and six qualitative characters, revealed no separation between populations or taxa. Moreover, no morphological character could be used to define clear boundaries between populations/taxa. The genetic characterization revealed high levels of polymorphism and diversity (H_s). Principal components analysis showed population delimitations, but no groupings reflecting the currently defined taxa could be identified. Both morphological and genetic data showed that Lebanese oncocyclus irises could not be fitted into clear taxonomic boundaries. Consequences for conservation are discussed. © 2009 The Linnean Society of London, Botanical Journal of the Linnean Society, 2009, 159 , 123–135.     

Phylogenetic analysis and differentiation of Veronica subgenus Stenocarpon in the Balkan Peninsula

The Balkan Peninsula is considered the most important refugium for species during the Pleistocene glaciations and today harbours c. 2000 endemic species, but we know surprisingly little about the evolution of taxa in this region. Veronica saturejoides, V. thessalica and V. erinoides are a group of closely related alpine taxa endemic to the Balkan Peninsula. Here, we analyse four DNA regions [the nuclear chalcone synthase intron (CHSi) and ribosomal internal transcribed spacer (ITS) region and the plastid rpoB‐trnC spacer and trnL‐trnL‐trnF region] and amplified fragment length polymorphism (AFLP) fingerprints to provide a phylogenetic hypothesis for the relationships among these taxa. Additionally, we analyse leaf morphological characters used to distinguish the three subspecies of V. saturejoides. The analyses support the distinction of the three subspecies based on previously intuitively suggested characters. Nuclear chalcone synthase intron data indicate that the southern taxa are genetically much more diverse than the more northern V. saturejoides subsp. saturejoides. Phylogenetic relationships inferred from this region and AFLP fingerprints support the monophyly of V. saturejoides. In contrast, plastid DNA regions suggest a closer relationship of V. saturejoides subsp. saturejoides to V. thessalica. The most likely scenario involves introgression into V. saturejoides subsp. saturejoides from V. thessalica. © 2009 The Linnean Society of London, Botanical Journal of the Linnean Society, 2009, 159 , 616–636.     

The systematic importance of anatomical data in Gagea (Liliaceae) from the Flora Iranica area

Anatomical features of basal leaves, pedicels and tepals of 22 species of Gagea belonging to four sections (Platyspermum, Plecostigma, Gagea and Didymobulbos) are investigated. Anatomical characters are mapped onto a molecular phylogenetic tree and their evolution is evaluated. The systematic importance of the anatomical characters is discussed. Anatomical characters are more systematically useful in the Irano‐Turanian taxa than in Euro‐Siberian taxa. The presence of collenchyma and/or sclerenchyma and the pentagonal outline of the transverse section of the basal leaf is found in Irano‐Turanian taxa of section Platyspermum and is mostly absent in Euro‐Siberian taxa. A diagnostic key based on combined anatomical characters is provided. The level of variation in anatomical characters is greater in the basal leaf than the pedicel and lowest in the tepals. Convergent evolution in anatomical characters is associated with ecological shifts between sunny, open, dry habitats and closed, humid habitats. © 2010 The Linnean Society of London, Botanical Journal of the Linnean Society, 2010, 164 , 155–177.     

Consistent and variable leaf anatomical characters in Carex (Cyperaceae)

The anatomy and morphology of leaves in Carex have the potential to be taxonomically useful. However, studies on the variability of leaf characteristics in the genus are sparse. Researchers therefore risk using leaf anatomical characters without the knowledge of whether they are consistent in a species. We examined 22 qualitative and seven quantitative leaf anatomy characters from transverse leaf sections to test their consistency across 11 Carex spp. The characters were clearly described and primarily microscopic. Some characters were found to exhibit high levels of intraspecific variation, whereas other characters exhibited high levels of consistency in a species, including the shape of the leaf section, the density of papillae and the size of epidermal cells. Caution must be applied when choosing leaf anatomy to delimit taxa because of the intraspecific variability found in some characters, but sufficient numbers of invariant characters exist to provide useful taxonomic separation. © 2013 The Linnean Society of London, Botanical Journal of the Linnean Society, 2013, 172 , 371–384.     

Leaf morphology and anatomy of Camellia section Camellia (Theaceae)

The delimitations of species in Camellia section Camellia have been disputed for many years, resulting from uncertain relationships among species. Leaf morphological and anatomical characters for 54 species and three varieties in this section were investigated to reveal the relationships. Principal component analysis and cluster analysis were conducted using the transformed data for quantitative and qualitative characters from leaf morphology and anatomy. Combining the results of statistical analysis with comparative leaf characters of morphology and anatomy, we discussed the taxonomic treatment of section Camellia by Chang compared with that of Ming and we conclude that section Camellia consists of c. 50 species. © 2009 The Linnean Society of London, Botanical Journal of the Linnean Society, 2009, 159 , 456–476.     

Morphometric analysis and taxonomic revision of the Vriesea paraibica complex (Bromeliaceae)

The species related to Vriesea paraibica (Bromeliaceae, Tillandsioideae) have controversial taxonomic limits. For several decades, this group has been identified in herbarium collections as V. × morreniana, an artificial hybrid that does not grow in natural habitats. The aim of this study was to assess the morphological variation in the V. paraibica complex through morphometric analyses of natural populations. Two sets of analyses were performed: the first involved six natural populations (G1) and the second was carried out on taxa that emerged from the first analysis, but using material from herbarium collections (G2). Univariate ANOVA was used, as well as discriminant analysis of 16 morphometric variables in G1 and 18 in G2. The results of the analyses of the two groups were similar and led to the selection of diagnostic traits of four species. Lengths of the lower and median floral bracts were significant for the separation of red and yellow floral bracts. Vriesea paraibica and V. interrogatoria have red bracts; these two species are differentiated by the widths of the lower and median portions of the inflorescence and by scape length. These structures are larger in the former and smaller in the latter. Of the species with yellow floral bracts, V. eltoniana is distinguished by longer leaf blades and scapes and V. flava is characterized by its shorter sepal lengths. © 2009 The Linnean Society of London, Botanical Journal of the Linnean Society, 2009, 159 , 163–181.     

Comparative floral and vegetative differentiation between two European Aquilegia taxa along a narrow contact zone

As a first step in determining the identity and relative importance of the evolutionary forces promoting the speciation process in two closely related European taxa of Aquilegia, we investigated the levels of morphological variation in floral and vegetative characters over the narrow region where their ranges enter into contact, and evaluate the relative importance of both types of traits in their differentiation. A total of 12 floral and ten vegetative characters were measured on 375 plants belonging to seven A. vulgaris populations and six A. pyrenaica subsp. cazorlensis populations located in southeastern Spain. Floral and vegetative morphological differentiation occur between taxa and among populations within taxa, but only vegetative characters (particularly plant height and leaf petiolule length) contribute significantly to the discrimination between taxa. Differentiation among populations within taxa is mostly explained by variation in floral traits. Consequently, morphological divergence between the two taxa cannot be interpreted as an extension of among-population differences occurring within taxa. Multivariate vegetative, but not floral, similarity between populations could be predicted from geographical distance. Moreover, the key role of certain vegetative traits in the differentiation of A. vulgaris and A. p. cazorlensis could possibly be attributable to the contrasting habitat requirements and stress tolerance strategies of the two taxa. These preliminary findings seem to disagree with the currently established view of the radiation process in the genus Aquilegia in North America, where the differentiation of floral traits seems to have played a more important role.     

Genetic structure of the rare and endangered Hieracium wiesbaurianum group (Asteraceae) in Bavaria

The rare and endangered Hieracium wiesbaurianum species group shows a scattered relictual distribution in Bavaria. Recently, a couple of populations were discovered which clearly differ from all other populations. If these must be considered as taxonomically independent units, they would be of crucial conservation interest, because of the sole responsibility that Bavaria has for these worldwide endemics. We therefore analysed the genetic structure of H. wiesbaurianum in a comparative approach. Our analysis comprised 37 populations of 13 taxa of H. wiesbaurianum, H. bifidum and H. laevigatum, including three potentially new taxa. We applied amplified fragment length polymorphism (AFLP) analysis and observed only limited genetic variation within populations and taxa. Nevertheless, each studied individual exhibited a unique genotype. An analysis of molecular variance revealed high levels of genetic variation between taxa, but populations were genetically less different. The clear genetic differentiation between the studied taxa was supported by neighbor‐joining cluster analyses and principal coordinate analyses in which every individual was clearly assigned to its respective taxon. The three potentially new taxa were genetically as well differentiated as the other taxa included in our study. This supports the assumption that they should be treated as taxonomically independent units of high conservation interest. Therefore, the genetic analysis confirmed the morphologically based classification of the studied Hieracium taxa. © 2014 The Linnean Society of London, Botanical Journal of the Linnean Society, 2015, 177 , 112–123.     

Taxonomic significance of leaf surface morphology in Aloe section Pictae (Xanthorrhoeaceae)

Leaf surface morphology was analysed in 32 species representing the maculate species complex (the poorly resolved section Pictae) in the genus Aloe (Xanthorrhoeaceae). Few comparative morphological data are available for the complex. Leaf surface and stomatal characters observed by scanning electron microscopy show taxonomically significant interspecific variation. Most species are characterized by irregularly outlined, four‐ to six‐sided epidermal cells, the periclinal walls of which are flat and embellished with micropapillae and the anticlinal walls of which are indicated by channels on the leaf surface. The outer stomatal pore is typically sunken or plane and surrounded by four lobes on the leaf surface that may overarch the epistomatal chamber. The guard cells have distinct outer and inner stomatal ledges. Two geographical groups, comprising southern and east African species, are distinguishable by their leaf surface morphology. These characters are diagnostic in A. ellenbeckii, A. prinslooi and A. suffulta and support changes in the delimitation of A. greatheadii, A. macrocarpa and A. swynnertonii. © 2009 The Linnean Society of London, Botanical Journal of the Linnean Society, 2009, 160 , 418–428.     

Unravelling the stylar polymorphism in Melochia (Malvaceae): reciprocity and ancillary characters

Heterostyly is a genetic polymorphism in which plant populations possess two (distyly) or three (tristyly) morphs with flowers differing reciprocally in stigma and anther height. Sex organ deployment has been described as being highly variable among and within species of several distylous taxa belonging to different taxonomic groups. However, the number of studies considering within‐species disparities is still limited. For a better overview of the existing amount of variation that can occur within and between heterostylous species, we sampled 46 populations of six Melochia spp., a style‐polymorphic genus in Cuba. We characterized the floral morphology in all populations and described a set of ancillary characters per species. All of these Melochia spp. are distylous, except for the monomorphic M. nodiflora. The S‐morph produces fewer, larger pollen than L‐morphs, and has verrucose ornamentation. The L‐morph produces reticulate pollen and has larger stigmatic papillae than the S‐morph. The monomorphic M. nodiflora shows ancillary characteristics that are similar to the L‐morph individuals in the related species. As expected, there are differences in ancillary characters among species and also dissimilarities in reciprocity among and within species of Melochia. Our results highlight the importance of considering intraspecific variation in the morphometric characterization of heterostylous taxa. © 2014 The Linnean Society of London, Botanical Journal of the Linnean Society, 2014, 176 , 147–158.     

Reassessment of the cranial characters of Glossotherium and Paramylodon (Mammalia: Xenarthra: Mylodontidae)

Nomenclatural confusion has existed within the Mylodontinae for several genera, and has resulted in the supposition that Paramylodon of North America is synonymous with Glossotherium of South America. A taxonomic revision of crania for Glossotherium and Paramylodon upholds their separation as distinct genera and provides a list of diagnostic characters that have been lacking. Assessment was made using principal components analysis for suites of cranial and mandibular measurements, evaluation of ratios and measurement distribution, and by examining qualitative characters. Results show the greatest characterization for the skull comes from differences relating to cranial length versus width, whereas the mandible is predominantly distinguished by qualitative characters of the predental spout. Examination of the Pliocene species Glossotherium chapadmalense from South America shows a combination of characters indicative of each genus, but exhibits more with Glossotherium and is tentatively retained under that genus. The mix of characters indicates that G. chapadmalense is the likely ancestor to Paramylodon, although when and where the transition took place is still unclear. During the evolutionary transition, Paramylodon crania emphasized an increase in length of the palate, whereas those of Glossotherium emphasized an increase in cranial width. © 2009 The Linnean Society of London, Zoological Journal of the Linnean Society, 2009, 155 , 885–903.     

A morphologically intergrading population facilitates plastid introgression from diploid to tetraploid Dodecatheon (Primulaceae)

Polyploidy may promote diversification by generating reproductive isolation between ploidy levels, but this reproductive barrier may not be absolute. Several recent analyses of diploid–tetraploid contact zones have found evidence for hybridization. In these cases, inter‐cytotype gene flow is often associated with morphologically intergrading populations. In this study, we combine cytological, fitness and population genetic data to examine the evolutionary role of a morphologically intergrading population at a contact zone between species with different ploidy levels in Dodecatheon. Diploid D. frenchii and tetraploid D. meadia are usually distinguished by leaf‐shape characters. In southern Illinois, where these taxa occur in parapatry, a morphologically intergrading population includes the first documented tetraploid with D. frenchii morphology. Most plants in this intergrading population are fertile, and a nearby typical population of D. meadia has plastid DNA haplotypes that only occur in D. frenchii elsewhere in southern Illinois. These results suggest that fit neo‐tetraploids in this intergrading population have facilitated local introgression between ploidy levels. Similar patterns in other regions where these taxa co‐occur may explain weak range‐wide genetic differentiation between these species. © 2011 The Linnean Society of London, Botanical Journal of the Linnean Society, 2012, 168 , 91–100.     

Using multiple sources of characters to delimit species in the genus Crataegus (Rosaceae): the case of the Crataegus rosei complex

The aim of this study was to delimit the taxa of the Crataegus rosei complex using an integrative approach that incorporates a suite of molecular (cpDNA and nuclear microsatellite markers), morphological, and geometric morphometric characters. One hundred and ten plants from 19 populations that encompass the entire distribution range of the species complex were collected and examined along with herbarium specimens. Parsimony and Bayesian inference analyses were run using morphological, molecular, and both the morphological and molecular data sets combined. Analyses to determine genetic structure based on microsatellite data and multivariate analyses incorporating geometric morphometrics were also done to identify differences in leaf shape. The results supported the recognition of two taxa: C. rosei with high levels of gene flow among its populations, remarkable morphological variation and a wide distribution range and C. rosei var. amoena, composed of a few isolated populations in the high elevation location of Cerro Potosí; a new specific epithet will be decided for the latter in accordance with the International Code of Nomenclature for algae, fungi, and plants.     

Genetic patterns and pollination in Ophrys iricolor and O. mesaritica (Orchidaceae): sympatric evolution by pollinator shift

Ophrys iricolor and O. mesaritica are a pair of morphologically similar, closely related sexually deceptive orchids from the eastern Mediterranean. Ophrys iricolor is known to be pollinated by Andrena morio males and the specific pollinator of Ophrys mesaritica is determined as Andrena nigroaenea. Amplified fragment length polymorphism revealed O. iricolor and O. mesaritica to be genetically intermixed on the whole, although populations of O. iricolor and O. mesaritica in geographical proximity are strongly differentiated, suggesting that specific pollinators locally differentiate these taxa. Based on the available biological data and the system of pollinator attraction operative in Ophrys, we hypothesize that O. mesaritica may have arisen from O. iricolor by pollinator shift and that this is more probable than scenarios invoking hybridization as a result of mispollination by rare, non‐specific flower visitors or specifically attracted insects. © 2009 The Linnean Society of London, Botanical Journal of the Linnean Society, 2009, 159 , 583–598.     

Comparative studies in the morphology of Crenias weddelliana and Maferria indica with reference to Sphaerothylax abyssinica (Podostemaceae: Podostemoideae)

The scope of morphological plasticity of vegetative structures among Podostemoideae (Podostemaceae) is documented for Crenias weddelliana, a neotropical species, Maferria indica, a palaeotropical species, and Sphaerothylax abyssinica, from Kenya, and compared with related taxa. The study highlights intrinsic characters of the widely enigmatic plant body of many species of the subfamily Podostemoideae. These include dorsiventrality of shoots occurring irrespective of gravity, incurvate distichy and one‐sided spirodistichy correlated with shoot dorsiventrality, asymmetric leaves, and several types of positioning of the two prophylls and inflorescence structures. The homogeneity of hairs of the ‘Zeylanidium olivaceum type’ established on the subulate leaves of some Indian species is of taxonomic value. The latter also applies to the stipella (not stipule) on the asymmetric compound leaf in New World species. The morphological data represent a framework of features consistent for the subfamily. © 2002 The Linnean Society of London, Botanical Journal of the Linnean Society, 138 , 63–84.