Comparative life history of five HokkaidoPolystichum ferns with reference to leaf development in relation to altitudinal distribution

The temperate fernsPolystichum craspedosorum, P. retroso-paleaceum, P. tripteron, P. braunii andP. microchlamys are distributed widely in Hokkaido: on 13 Hokkaido mountains their average altitudinal distributions are 450, 479, 570, 689 and 964 m above sea level, respectively. The developmental stage of the sporophytic leaf is expressed by the “number of venation” (NV, the number of veins branching from the midrib of the leaf), which, inPolystichum ferns, is itself a qualitative expression of the phase-change from sterile to fertile leaf production and is more discriminatory than leaf area, length or dry weight. Usually, the developmental stage structure of the fertile leaf expressed by NV in the fivePolystichum ferns showed a normal distribution. Among the fourPolystichum ferns that grow in the forest understory of Hokkaido's cool temperate regions, a good correlation was found between the mean altitude of vertical distribution and the maximum NV of the leaf (r=−0.993) and the initiation of maturity in the relative developmental stage (r=0.991) of the ferns.Polystichum craspedosorum found on cliffs, however, matures at much earlier stage and has the smallest maximum NV. In the developmental stage expressed by the NV, the initiation of fertility and maximum NV seem to be correlated with altitudinal distribution and habitat in populations ofPolystichum ferns in Hokkaido. Contribution No. 2694 from the Inst. of Low Temp. Sci., Hokkaido University.     

Phylogenetic relationships of the enigmatic fern families Hymenophyllopsidaceae and Lophosoriaceae: Evidence fromrbcL nucleotide sequences

Nucleotide sequences fromrbcL were used to infer relationships of Lophosoriaceae and Hymenophyllopsidaceae. The phylogenetic positions of these two monotypic fern families have been debated, and neither group had been included in recent molecular systematic studies of ferns. Maximum parsimony analysis of our data supported a sister relationship betweenLophosoria andDicksonia, and also betweenHymenophyllopsis andCyathea. Thus, both newly-examined families appear to be part of a previously characterized and well-supported clade of tree ferns. The inferred relationships ofLophosoria are consistent with most (but not all) recent treatments. However,Hymenophyllopsis includes only small delicate plants superficially similar to filmy ferns (Hymenophyllaceae), very different from the large arborescent taxa. Nevertheless, some synapomorphic characteristics are shared with the tree fern clade. Further studies on gametophytes ofHymenophyllopsis are needed to test these hypotheses of relationship.     

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.     

A revision of the genusCyathorachis in Japan

Cyathorachis, a genus of Cretaceous tree fern rachises is revised. In addition to the type specimens of the sole species,C. fujiiana Ogura, two specimens collected near the type locality were examined histologically. The histological data being used for the taxonomical comparison were obtained from anatomical studies on the rachises of extant tree ferns. As a result of the study three species are recognized, two of which are new. As a result of this study, it appears that species differentiation of the tree ferns in the late Cretaceous age of Hokkaido was rather high, as it is now in tropical and subtropical regions. Contributions from the Laboratory of Phylogenetic Botany, Chiba University, No. 74.     

Variation in therbcL sequence ofStegnogramma pozoi subsp.mollissima (Thelypteridaceae) in Japan

Stegnogramma pozoi (Lagasca) K. Iwats. subsp.mollissima (Fischer ex Kunze) K. Iwats. is one of the most common ferns in Japan with a very broad geographical distribution and habitat ranges. We examined the intrasubspecific variation of therbcL gene, and found three types in the subspecies (Atami-1, Atami-2, and Tateyama types). The Atami-1 and 2 types shared three apomorphic nucleotides and their geographical distribution is intermingled. Thus, we considered them to have intraspecific variation. In contrast, the Tateyama type had 4–5 different nucleotides than the Atami types, and showed a more northern distribution. Leaf morphology of the Tateyama type is distinct from that of the Atami types, though the leaf shape in Tateyama type varies considerably and in some cases overlaps with other types. Ferns have fewer morphological features that are systematically significant than flowering plants because they lack complex reproductive organ. It is reasonable to expect that species recognition of ferns based only on leaf morphology can be fine tuned by molecular features. Variation in therbcL sequences might be useful as an indication of significant biological units.     

Assessment of gene copy number in the homosporous fernsCeratopteris thalictroides andC. richardii (Parkeriaceae) by restriction fragment length polymorphisms

Homosporous ferns are generally considered polyploid due to high chromosome numbers, but genetically diploid since the expression of isozymes is generally controlled by a single locus. Gene silencing over evolutionary time is one means by which this apparent contradiction can be explained. A prediction of this hypothesis is that silenced gene sequences still reside in the genomes of homosporous ferns. We examined the genomes ofCeratopteris richardii andC. thalictroides for sequences which are similar to expressed gene sequences. Genomic DNA blots hybridized withC. richardii cDNA clones showed that the majority of these clones detected multiple fragments, suggesting that most gene-like sequences are duplicated inCeratopteris. Hybridization signal intensity often varied between fragments of the same size between accessions, sometimes dramatically, which indicates that not all sequences are equivalent, and may represent the products of silenced genes. Observed reciprocal differences in intensity could be due to reciprocally silenced genes. In addition, an unusual segregation pattern for one locus followed by one probe may indicate homeologous chromosome pairing and segregation.     

Does the Existence of Bird's Nest Ferns Enhance the Diversity of Oribatid (Acari: Oribatida) Communities in a Subtropical Forest?

We examined the effects of the presence of bird's nest ferns on the species diversity of oribatid mites in the whole forest in terms of the three categories of species diversity (α-, β-, and γ-diversity) in a subtropical forest in south-western Japan. The species diversity (1 − D) of oribatid communities in the ferns was significantly lower than those in bark of trees and the forest-floor litter and soil, and was similar to that in the branches. The oribatid faunas in the litter in and the roots of the fern were more similar to those in both the forest-floor litter and soil than to the faunas in the other arboreal habitats. However, the ferns can be colonized by endemic oribatid species specialized to such environments. The number of oribatid species estimated for a hypothetical stand with no ferns was about 180 species from 80 samples; this value did not differ significantly from that in another hypothetical stand with ferns (ca. 190 species). Thus, the species richness of oribatid communities estimated for the whole forest (the γ-diversity) was not affected by the presence or absence of bird's nest ferns. The α- and β-diversities of oribatid communities on bird's nest ferns were lower than those in other habitats, and they might not dramatically raise the overall γ-diversity of invertebrate communities in the whole forest. The bird's nest ferns, however, can generate a unique habitat for specialized species, and this would help to maintain species diversities of invertebrates at the whole-forest scale in subtropical forests.     

Sympodial and monopodial branching inAcer (Aceraceae): Evolutionary trend and ecological implications

The evolutionary trend and its ecological implications in sympodial and monopodial branching patterns has been investigated in 20 JapaneseAcer spp. through comparison of shoot tip abortion and terminal bud formation. The genus is divided into two species groups according to its branching pattern, one (6 species) predominantly exhibiting sympodial branching with frequent monopodial branching in short shoots (sympodial species), and the other (14 species) exhibiting only monopodial branching (monopodial species). The early ontogeny of leaf and bud scales is described. Despite the difference in branching patterns, the bud scales of terminal buds are essentially the same in having a leaf base developed to function as a protecting organ. In all the sympodial species, during the abortion of a sympodium shoot tip, one or two pairs of primordia were found to occur on the apex, and later wither. These primordia resemble bud scales of terminal buds in their ontogeny and morphology, and appear to be rudimentary. It is suggested that a rudimentary terminal bud develops together with the establishment of sympodial branching, and that sympodial branching has originated from monopodial branching. Based on this proposed evolutionary trend, it is suggested thatAcer has moved from less shady habitats into shady habitats with monopodial branching (advantageous for vertical growth) changing into sympodial branching (advantageous for lateral spread).     

The branching of the inflorescence and vegetative shoot and taxonomy of the genusKummerowia (Leguminosae)

A study of the branching of the inflorescence and the vegetative shoot of the genusKummerowia, consisting ofK. stipulacea (Maxim.) Makino andK. striata (Thunb.) Schindler, has led to the following conclusions: (1) the inflorescences of both species are reduced compound cymes, (2) the branching system of the inflorescence ofKummerowia is not clearly different from that of the vegetative shoot and there are some transitional forms between both systems, and (3) the inflorescence ofKummerowia is different from the racemose inflorescences ofLespedeza andCampylotropis. Based on the differences found in the branching system of the inflorescence,Kummerowia is distinctly separated fromLespedeza andCampylotropis and is more correctly treated as a distinct genus from the latter two.     

Incongruence between primary sequence data and the distribution of a mitochondrial atp1 group II intron among ferns and horsetails

Using DNA sequence data from multiple genes (often from more than one genome compartment) to reconstruct phylogenetic relationships has become routine. Augmenting this approach with genomic structural characters (e.g., intron gain and loss, changes in gene order) as these data become available from comparative studies already has provided critical insight into some long-standing questions about the evolution of land plants. Here we report on the presence of a group II intron located in the mitochondrial atp1 gene of leptosporangiate and marattioid ferns. Primary sequence data for the atp1 gene are newly reported for 27 taxa, and results are presented from maximum likelihood-based phylogenetic analyses using Bayesian inference for 34 land plants in three data sets: (1) single-gene mitochondrial atp1 (exon+intron sequences); (2) five combined genes (mitochondrial atp1 [exon only]; plastid rbcL, atpB, rps4; nuclear SSU rDNA); and (3) same five combined genes plus morphology. All our phylogenetic analyses corroborate results from previous fern studies that used plastid and nuclear sequence data: the monophyly of euphyllophytes, as well as of monilophytes; whisk ferns (Psilotidae) sister to ophioglossoid ferns (Ophioglossidae); horsetails (Equisetopsida) sister to marattioid ferns (Marattiidae), which together are sister to the monophyletic leptosporangiate ferns. In contrast to the results from the primary sequence data, the genomic structural data (atp1 intron distribution pattern) would seem to suggest that leptosporangiate and marattioid ferns are monophyletic, and together they are the sister group to horsetails--a topology that is rarely reconstructed using primary sequence data.     

Fern-associated arbuscular mycorrhizal fungi are represented by multiple Glomus spp.: do environmental factors influence partner identity?

Symbioses involving arbuscular mycorrhizal fungi (AMF) are among the most important ecological associations for many plant species. The diversity of AMF associated with ferns, however, remains poorly studied. Using recently designed Glomus-specific primers, we surveyed the AMF community associated with ferns from deciduous, broad-leaved second-growth forest habitats at the eastern edge of the piedmont region of central Virginia, USA. Results indicate that this molecular approach may be a useful tool for detecting AMF in ferns compared to traditional techniques based on morphology. Over 30 potential fungal ribotypes were identified from eight fern species using denaturing gradient gel electrophoresis. Fungal ribotypes were found to differ widely in terms of (1) the number of fern partners with which they interact and (2) their relative frequency within each fern. Sequence analysis of fungal isolates from three species of fern indicated that the primers were generally highly specific for Glomus species but some non-target DNA was also amplified. Cloned polymerase chain reaction (PCR) products from Polystichum acrostichoides and Osmunda regalis revealed several phylogenetically distinct Glomus species. A single Glomus species was identified in the cloned PCR products from Botrychium virginianum. These findings challenge the hypothesis that the extent or degree of fern–fungal symbiosis is somehow tied to root complexity. Environmental factors appear to influence the suite of AMF that form partnerships with ferns. Some species of fern from similar habitats associated with dissimilar fungal partners (e.g., P. acrostichoides and Athyrium filix-femina var. asplenioides), whereas others harbored uniform fungal communities (e.g., Asplenium platyneuron). The significance of these data in terms of ecological and evolutionary dynamics of the AMF–fern symbiosis is discussed. Brittany West, Jessica Brandt, and Kay Holstien contributed equally to this work.     

阔鳞瘤蕨(水龙骨科)卵细胞发育超微结构观察

水龙骨科是蕨类植物中最进化的类群,该文采用超微技术对水龙骨科的阔鳞瘤蕨(Phymatosorus hainanensis)卵发育过程进行观察,以完善薄囊蕨植物卵发生的资料,为揭示蕨类植物的有性生殖及演化机制奠定基础。结果表明:(1)幼卵、颈沟细胞、腹沟细胞通过胞间连丝紧密连接。(2)发育过程中,卵与腹沟细胞之间细胞壁显著加厚,将卵细胞与腹沟细胞隔离。(3)在壁的下方产生分离腔,内含大量不定形物质,但卵细胞与腹沟细胞在中间处始终相连。(4)分离腔中的不定形物质沉积在卵细胞质膜外形成了一层加厚的卵膜,而在连接区(孔区)处不形成卵膜,该位置最终形成了受精孔。(5)卵细胞核变得高度不规则,近成熟时卵核产生了大量的核外突。     

蕨受精作用的细胞学观察

为了阐明进化蕨类受精作用的特点和细胞学机制,该文采用透射电镜观察了蕨(Pteridium aquilinum var.latiusculum)受精作用的主要过程,观察结果显示:(1)蕨精子通过受精孔进入卵细胞,多数情况下,该精子的螺旋运动先在受精孔的下方产生一个受精腔,然后精子再与卵细胞质融合。(2)第一个精子的这种延迟的螺旋运动和因精子的钻入而引起的卵细胞固缩反应可能是阻止多精受精的重要因素。(3)卵发育时期产生的核外突在受精后仍能持续12 h,然后与核本体分离,逐渐在细胞质中消解。(4)合子通过其后方细胞质的液泡化而建立了水平极性,此后再进行细胞分裂。该研究观察到了进化蕨类受精作用过程中的一些新现象,包括产生受精腔、卵细胞固缩反应、核外突的命运以及合子极性建立等,这有助于理解蕨类植物的受精作用机制及有性生殖的演化。     

Heavy metal and arsenic accumulating fern species as potential ecological indicators in As-contaminated abandoned mines

Ferns are good ecological indicators of arsenic accumulation in contaminated abandoned mines. The rhizomes of ferns were analyzed for arsenic and other heavy metals using inductively coupled plasma-mass spectrometry. In addition, we examined the ribulose-bisphosphate carboxylase (rbcL) gene isolated from the indigenous species of ferns at the pithead, tailings and soil sites in the vicinity of the Myoungbong abandoned mine, Republic of Korea. A search of the GenBank database revealed that the predicted amino acid sequence of this gene was homologous with 99% of Pteridium aquilinum As-2 (EU476184), 99% of Deparia petersenii As-6 (EU476188), 97% of Deparia lobatocrenata As-8 (EU476190), and 98% of Deparia conilii As-7 (EU476189). High concentrations of heavy metals (arsenic, 17.6 mg/kg in rhizomes and 2690 mg/kg in soil; copper, 17.1 mg/kg in rhizomes and 40.7 mg/kg in soil; cadmium, 2.9 mg/kg in rhizomes and 12.2 mg/kg in soil; lead, 41.9 mg/kg in rhizomes and 135 mg/kg in soil; zinc, 27.0 mg/kg in rhizomes and 172 mg/kg in soil) were found in P. aquilinum As-2 (EU476184) from the Myoungbong mine area, which may play an important role as ecological indicators of the contaminated areas.     

Phylogenetic relationships of ferns deduced from rbcL gene sequence

Part of the large subunit of the ribulose-1,5-bisphosphate carboxylase/oxygenase (rubisco) gene (rbcL) was sequenced from three fern species: Adiantum capillus-veneris, Botrypus strictus, and Osmunda cinnamomea var. fokiensis. This region included 1,333 base pairs, about 90% of the gene. Maximum likelihood analysis of the deduced amino acid sequences indicated that (1) Botrypus (Ophioglossaceae) clustered monophyletically with other ferns (Adiantum, Angiopteris, Osmunda); the closest relative to Botrypus among the three species was Osmunda, which did not support the hypothesis that the Ophioglossaceae are linked to the progymnosperm-seed plant lineage. (2) Eusporangiate ferns containing Botrypus (Ophioglossaceae) and Angiopteris (Marattiaceae) were a paraphyletic group. (3) Seed plants and the four fern species examined formed a monophyletic group, but ferns and bryophytes (liverwort) did not. Variations in rates of substitution for synonymous and nonsynonymous codons were found in fern lineages.Correspondence to: M. Hasebe     

华东安蕨卵发生的超微结构观察

核心薄囊蕨是蕨类植物中的进化类群,但对受精作用具有显著影响的卵发生研究仍较少,该文利用超微技术对其中蹄盖蕨科的华东安蕨卵发生过程进行了研究,以进一步完善薄囊蕨植物卵发生的科学资料,为理解蕨类植物的有性生殖及演化机制奠定基础。超微结构观察显示:华东安蕨的幼卵和沟细胞在颈卵器中紧密联接;随后,在卵细胞上方出现了分离腔和临时细胞壁,但在卵细胞中间孔区处卵细胞和腹沟细胞始终联接在一起;分离腔中的无定形物质沉积在卵细胞的质膜外形成了1层加厚的卵膜,而在孔区处没有形成卵膜,该位置最后形成了受精孔。在进一步的卵发生过程中,卵细胞核变得高度不规则,形成了大量的核外突和核褶皱。     

Exploring the evolution of humus collecting leaves in drynarioid ferns (Polypodiaceae, Polypodiidae) based on phylogenetic evidence

Most species of the paleotropic fern genera Aglaomorpha and Drynaria, together constituting a monophyletic clade (drynarioid ferns), possess humus-collecting structures as an adaptation to their epiphytic life form. Humus-collectors are either present as a specialized foliar structure (external leaf dimorphism) or as a specialized leaf part (internal dimorphism). Apart from these basic patterns there are several forms of reduction and an internal fertile – sterile dimorphism in Aglaomorpha. We present a phylogeny of drynarioid ferns based on morphological and molecular (cpDNA) markers. The genus Aglaomorpha was found to be monophyletic, whereas Drynaria is likely to be a paraphyletic assemblage including a grade of Himalayan to Southern Chinese taxa basal to Aglaomorpha. The evolution of humus-collectors is reconstructed by plotting their character state changes onto the obtained phylogeny. Despite the complex morphological pattern across species, evolution of drynarioid humus-collecting structures can be reconstructed postulating a simple sequence of character state changes based on only a few elementary processes.     

A molecular phylogeny of the fern family Pteridaceae: assessing overall relationships and the affinities of previously unsampled genera

The monophyletic Pteridaceae accounts for roughly 10% of extant fern diversity and occupies an unusually broad range of ecological niches, including terrestrial, epiphytic, xeric-adapted rupestral, and even aquatic species. In this study, we present the results of the first broad-scale and multi-gene phylogenetic analyses of these ferns, and determine the affinities of several previously unsampled genera. Our analyses of two newly assembled data sets (including 169 newly obtained sequences) resolve five major clades within the Pteridaceae: cryptogrammoids, ceratopteridoids, pteridoids, adiantoids, and cheilanthoids. Although the composition of these clades is in general agreement with earlier phylogenetic studies, it is very much at odds with the most recent subfamilial classification. Of the previously unsampled genera, two (Neurocallis and Ochropteris) are nested within the genus Pteris; two others (Monogramma and Rheopteris) are early diverging vittarioid ferns, with Monogramma resolved as polyphyletic; the last previously unsampled genus (Adiantopsis) occupies a rather derived position among cheilanthoids. Interestingly, some clades resolved within the Pteridaceae can be characterized by their ecological preferences, suggesting that the initial diversification in this family was tied to ecological innovation and specialization. These processes may well be the basis for the diversity and success of the Pteridaceae today.     

Developmental morphology of branching flowers in Nymphaea prolifera

Nymphaea and Nuphar (Nymphaeaceae) share an extra-axillary mode of floral inception in the shoot apical meristem (SAM). Some leaf sites along the ontogenetic spiral are occupied by floral primordia lacking a subtending bract. This pattern of flower initiation in leaf sites is repeated inside branching flowers of Nymphaea prolifera (Central and South America). Instead of fertile flowers this species usually produces sterile tuberiferous flowers that act as vegetative propagules. N. prolifera changes the meristem identity from reproductive to vegetative or vice versa repeatedly. Each branching flower first produces some perianth-like leaves, then it switches back to the vegetative meristem identity of the SAM with the formation of foliage leaves and another set of branching flowers. This process is repeated up to three times giving rise to more than 100 vegetative propagules. The developmental morphology of the branching flowers of N. prolifera is described using both microtome sections and scanning electron microscopy.