Atsushi Ebihara

A community-derived classification for extant lycophytes and ferns

Phylogeny has long informed pteridophyte classification. As our ability to infer evolutionary trees has improved, classifications aimed at recognizing natural groups have become increasingly predictive and stable. Here, we provide a modern, comprehensive classification for lycophytes and ferns, down to the genus level, utilizing a community‐based approach. We use monophyly as the primary criterion for the recognition of taxa, but also aim to preserve existing taxa and circumscriptions that are both widely accepted and consistent with our understanding of pteridophyte phylogeny. In total, this classification treats an estimated 11 916 species in 337 genera, 51 families, 14 orders, and two classes. This classification is not intended as the final word on lycophyte and fern taxonomy, but rather a summary statement of current hypotheses, derived from the best available data and shaped by those most familiar with the plants in question. We hope that it will serve as a resource for those wanting references to the recent literature on pteridophyte phylogeny and classification, a framework for guiding future investigations, and a stimulus to further discourse.

A TAXONOMIC REVISION OF HYMENOPHYLLACEAE

SUMMARY A new classification of Hymenophyllaceae, consisting of nine genera (Hymenophyllum, Didymoglossum, Crepidomanes, Polyphlebium, Vandenboschia, Abrodictyum, Trichomanes, Cephalomanes and Callistopteris) is proposed. Every genus, subgenus and section chiefly corresponds to the mono phyletic group elucidated in molecular phylogenetic analyses based on chloroplast sequences. Brief descriptions and keys to the higher taxa are given, and their representative members are enumerated, including some new combinations.

Molecular Species Identification with Rich Floristic Sampling: DNA Barcoding the Pteridophyte Flora of Japan

Background DNA barcoding is expected to be an effective identification tool for organisms with heteromorphic generations such as pteridophytes, which possess a morphologically simple gametophyte generation. Although a reference data set including complete coverage of the target local flora/fauna is necessary for accurate identification, DNA barcode studies including such rich taxonomic sampling on a countrywide scale are lacking. Methodology/Principal Findings The Japanese pteridophyte flora (733 taxa including subspecies and varieties) was used to test the utility of two plastid DNA barcode regions (rbcL and trnH-psbA) with the intention of developing an identification system for native gametophytes. DNA sequences were obtained from each of 689 (94.0%) taxa for rbcL and 617 (84.2%) taxa for trnH-psbA. Mean interspecific divergence values across all taxon pairs (K2P genetic distances) did not reveal a significant difference in rate between trnH-psbA and rbcL, but mean K2P distances of each genus showed significant heterogeneity according to systematic position. The minimum fail rate of taxon discrimination in an identification test using BLAST (12.52%) was obtained when rbcL and trnH-psbA were combined, and became lower in datasets excluding infraspecific taxa or apogamous taxa, or including sexual diploids only. Conclusions/Significance This study demonstrates the overall effectiveness of DNA barcodes for species identification in the Japanese pteridophyte flora. Although this flora is characterized by a high occurrence of apogamous taxa that pose a serious challenge to identification using DNA barcodes, such taxa are limited to a small number of genera, and only minimally detract from the overall success rate. In the case that a query sequence is matched to a known apogamous genus, routine species identification may not be possible. Otherwise, DNA barcoding is a practical tool for identification of most Japanese pteridophytes, and is especially anticipated to be helpful for identification of non-hybridizing gametophytes.

Molecular systematics of the fern genus Hymenophyllum s.l. (Hymenophyllaceae) based on chloroplastic coding and noncoding regions.

We investigated the phylogenetic relationships of the filmy fern genus Hymenophyllum s.l. using the rbcL and rps4 genes and the intergenic spacer rps4-trnS. Because of variation in length of the noncoding marker, we tested and compared three methods for integrating indels. They proved to be useful for estimating a phylogeny of the genus. The rps4-trnS marker, with coded indels integrated, produced better resolution than analysis of either rps4 or rbcL, and combining the three data sets allowed us to obtain a well resolved and strongly supported topology. We interpret our data as showing support for the classical bigeneric system for the family, and call into question several classifications proposed in the past century. The segregate genera Cardiomanes, Hymenoglossum, Serpyllopsis, and Rosenstockia are embedded within Hymenophyllum s.l. Although the deepest relationships within the genus remain uncertain, two subgenera described by Morton do have some support: (1) Sphaerocionium, in which the problematic section Microtrichomanes is embedded; and (2) a diverse Hymenophyllum, including species that were placed originally in Serpyllopsis, Rosenstockia, Hemicyatheon, and Craspedophyllum by Copeland. Subgenus Mecodium appears to be polyphyletic; nevertheless, a subgroup within Mecodium is strongly supported. Several unexpected associations gain support from cytological data and certain morphological characters not previously used to distinguish species groups within Hymenophyllum s.l.

Molecular circumscription and major evolutionary lineages of the fern genus Dryopteris (Dryopteridaceae)

BackgroundThe fern genus Dryopteris (Dryopteridaceae) is among the most common and species rich fern genera in temperate forests in the northern hemisphere containing 225–300 species worldwide. The circumscription of Dryopteris has been controversial and various related genera have, over the time, been included in and excluded from Dryopteris. The infrageneric phylogeny has largely remained unclear, and the placement of the majority of the supraspecific taxa of Dryopteris has never been tested using molecular data.ResultsIn this study, DNA sequences of four plastid loci (rbcL gene, rps4-trnS spacer, trnL intron, trnL-F spacer) were used to reconstruct the phylogeny of Dryopteris. A total of 122 accessions are sampled in our analysis and they represent 100 species of the expanded Dryopteris including Acrophorus, Acrorumohra, Diacalpe, Dryopsis, Nothoperanema, and Peranema. All four subgenera and 19 sections currently recognized in Dryopteris s.s. are included. One species each of Arachniodes, Leptorumohra, and Lithostegia of Dryopteridaceae are used as outgroups. Our study confirms the paraphyly of Dryopteris and provides the first strong molecular evidence on the monophyly of Acrophorus, Diacalpe, Dryopsis, Nothoperanema, and Peranema. However, all these monophyletic groups together with the paraphyletic Acrorumohra are suggested to be merged into Dryopteris based on both molecular and morphological evidence. Our analysis identified 13 well-supported monophyletic groups. Each of the 13 clades is additionally supported by morphological synapomophies and is inferred to represent a major evolutionary lineage in Dryopteris. In contrast, monophyly of the four subgenera and 15 out of 19 sections currently recognized in Dryopteris s.s is not supported by plastid data.ConclusionsThe genera, Acrophorus, Acrorumohra, Diacalpe, Dryopsis, Nothoperanema, and Peranema, should all be merged into Dryopteris. Most species of these genera share a short rhizome and catadromic arrangement of frond segments, unlike the sister genus of Dryopteris s.l., Arachniodes, which has anadromic arrangement of frond segments. The non-monophyly of the 19 out of the 21 supraspecific taxa (sections, subgenera) in Dryopteris strongly suggests that the current taxonomy of this genus is in need of revision. The disagreement between the previous taxonomy and molecular results in Dryopteris may be due partly to interspecific hybridization and polyplodization. More morphological studies and molecular data, especially from the nuclear genome, are needed to thoroughly elucidate the evolutionary history of Dryopteris. The 13 well-supported clades identified based on our data represent 13 major evolutionary lineages in Dryopteris that are also supported by morphological synapomophies.

rbcL and matK Earn Two Thumbs Up as the Core DNA Barcode for Ferns

Background DNA barcoding will revolutionize our understanding of fern ecology, most especially because the accurate identification of the independent but cryptic gametophyte phase of the ferns life history—an endeavor previously impossible—will finally be feasible. In this study, we assess the discriminatory power of the core plant DNA barcode (rbcL and matK), as well as alternatively proposed fern barcodes (trnH-psbA and trnL-F), across all major fern lineages. We also present plastid barcode data for two genera in the hyperdiverse polypod clade—Deparia (Woodsiaceae) and the Cheilanthes marginata group (currently being segregated as a new genus of Pteridaceae)—to further evaluate the resolving power of these loci. Principal Findings Our results clearly demonstrate the value of matK data, previously unavailable in ferns because of difficulties in amplification due to a major rearrangement of the plastid genome. With its high sequence variation, matK complements rbcL to provide a two-locus barcode with strong resolving power. With sequence variation comparable to matK, trnL-F appears to be a suitable alternative barcode region in ferns, and perhaps should be added to the core barcode region if universal primer development for matK fails. In contrast, trnH-psbA shows dramatically reduced sequence variation for the majority of ferns. This is likely due to the translocation of this segment of the plastid genome into the inverted repeat regions, which are known to have a highly constrained substitution rate. Conclusions Our study provides the first endorsement of the two-locus barcode (rbcL+matK) in ferns, and favors trnL-F over trnH-psbA as a potential back-up locus. Future work should focus on gathering more fern matK sequence data to facilitate universal primer development.

Reticulate evolution in the Crepidomanes minutum species complex (Hymenophyllaceae).

PREMISE OF THE STUDY Hybridization is an important mechanism of speciation in plants and often results in complexes that comprise multiple sexual diploids and their hybrid offspring. However, the intricacy of these systems has prevented a thorough understanding of many groups. The Crepidomanes minutum species complex (Hymenophyllaceae) is a widely distributed, morphologically variable fern species complex. Although prior reports of apogamy and polyploidy suggest hybridization, it has never been the focus of a phylogenetic study. METHODS Morphology, nuclear (gapCp), and chloroplast (rbcL) DNA sequences, cytology, field observation, and spore counts were used to infer phylogeny and trace hybrid origins. KEY RESULTS The C. minutum species complex is composed of at least three major clades: the African clade, clade 1 (East Asia and the Pacific), and clade 2 (Southeast Asia and the South Pacific). Clades 1 and 2 differ strikingly in morphological variation (uniform in clade 1 vs. highly variable in clade 2) and occurrence of hybrids (rare in clade 1 vs. frequent in clade 2). Apogamy and polyploidy were confirmed as likely mechanisms of hybrid stabilization in clade 2. Despite the large genetic distance between clades 1 and 2, several specimens were observed with gapCp sequences from both; diploid genome size and sexual reproduction indicate maintenance of genetic diversity via introgression or incomplete lineage sorting, rather than ongoing hybridization, in these specimens. CONCLUSIONS The C. minutum species complex is a reticulate network including multiple diploid lineages and their stabilized hybrid crosses. Additional sampling focused on reproductive mode and ploidy level is needed to delimit diploid species and hybrids.

Hymenophyllum paniense (Hymenophyllaceae), A New Species of Filmy Fern from New Caledonia

Abstract An unknown plant of the Hymenophyllaceae was discovered in New Caledonia and is described as a new species, Hymenophyllum paniense. The species has unique fronds that resemble hairy caterpillars due to impressive marginal hairs. To elucidate its systematic position, the species was compared with 14 species of Hymenophyllum sensu lato using morphological and molecular approaches. Special attention was focused on the trichomes of the fronds. Molecular phylogeny using continuous sequences of approximately 3,400 bp of chloroplast DNA (including rbcL genes, accD genes and intergeneric spacers) suggested monophyly of this and other Oceanian species bearing multicellular hairs.

DIVERGENCE TIMES AND THE EVOLUTION OF EPIPHYTISM IN FILMY FERNS (HYMENOPHYLLACEAE) REVISITED

Although the phylogeny of the filmy fern family (Hymenophyllaceae) is rapidly coming into focus, much remains to be uncovered concerning the evolutionary history of this clade. In this study, we use two data sets (108‐taxon rbcL + rps4, 204‐taxon rbcL) and fossil constraints to examine the diversification of filmy ferns and the evolution of their ecology within a temporal context. Our penalized likelihood analyses (with both data sets) indicate that the initial divergences within the Hymenophyllaceae (resulting in extant lineages) and those within one of the two major clades (trichomanoids) occurred in the early to middle Mesozoic. There was a considerable delay in the crown group diversification of the other major clade (hymenophylloids), which began to diversify only in the Cretaceous. Maximum likelihood and Bayesian character state reconstructions across the broadly sampled single‐gene (rbcL) phylogeny do not allow us to unequivocally infer the ancestral habit for the family or for its two major clades. However, adding a second gene (rps4) with a more restricted taxon sampling results in a hypothesis in which filmy ferns were ancestrally terrestrial, with epiphytism having evolved several times independently during the Cretaceous.

New Insights into the Phylogeny of the Genus Hymenophyllum s.l. (Hymenophyllaceae): Revealing the Polyphyly of Mecodium

Abstract With more than 100 species, Mecodium is the largest infrageneric taxon of Hymenophyllum s.l. It was long considered a natural and homogeneous group, but recent phylogenetic studies have questioned this assertion. Using rbcL, rbcL-accD, and rps4-trnS sequences, we demonstrate that Mecodium is highly polyphyletic. Several species of Mecodium form the derived clade “H. polyanthos”; one species is nested within a second derived clade; and the remaining species are assigned to five basal clades including taxa regarded as distantly related. These clades are strongly supported both by parsimony and Bayesian analyses, but the relative placement of the basalmost clades lacks support. We show that the members of “basal Mecodium” are characterized by features that are plesiomorphic for Hymenophyllum s.l.—a reduced or dorsi-ventral stele, a lamina generally at least partially thickened, and a chromosome number based on x = 36, whereas taxa in the “H. polyanthos” clade have a subcollateral stele, the one-cell thick lamina typical of the family, and x = 28. There is a high level of variation among the basal species, and, notably, the rhizome indumentum is shown to be an interesting character for distinguishing among the basal clades. These new findings stress the need for further studies on Hymenophyllum s.l., and reassessment of its classification.