Layne Huiet

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.

The evolutionary history of ferns inferred from 25 low-copy nuclear genes

UNLABELLED • PREMISE OF THE STUDY Understanding fern (monilophyte) phylogeny and its evolutionary timescale is critical for broad investigations of the evolution of land plants, and for providing the point of comparison necessary for studying the evolution of the fern sister group, seed plants. Molecular phylogenetic investigations have revolutionized our understanding of fern phylogeny, however, to date, these studies have relied almost exclusively on plastid data.• METHODS Here we take a curated phylogenomics approach to infer the first broad fern phylogeny from multiple nuclear loci, by combining broad taxon sampling (73 ferns and 12 outgroup species) with focused character sampling (25 loci comprising 35877 bp), along with rigorous alignment, orthology inference and model selection.• KEY RESULTS Our phylogeny corroborates some earlier inferences and provides novel insights; in particular, we find strong support for Equisetales as sister to the rest of ferns, Marattiales as sister to leptosporangiate ferns, and Dennstaedtiaceae as sister to the eupolypods. Our divergence-time analyses reveal that divergences among the extant fern orders all occurred prior to ∼200 MYA. Finally, our species-tree inferences are congruent with analyses of concatenated data, but generally with lower support. Those cases where species-tree support values are higher than expected involve relationships that have been supported by smaller plastid datasets, suggesting that deep coalescence may be reducing support from the concatenated nuclear data.• CONCLUSIONS Our study demonstrates the utility of a curated phylogenomics approach to inferring fern phylogeny, and highlights the need to consider underlying data characteristics, along with data quantity, in phylogenetic studies.

Transcriptome-Mining for Single-Copy Nuclear Markers in Ferns

Background Molecular phylogenetic investigations have revolutionized our understanding of the evolutionary history of ferns—the second-most species-rich major group of vascular plants, and the sister clade to seed plants. The general absence of genomic resources available for this important group of plants, however, has resulted in the strong dependence of these studies on plastid data; nuclear or mitochondrial data have been rarely used. In this study, we utilize transcriptome data to design primers for nuclear markers for use in studies of fern evolutionary biology, and demonstrate the utility of these markers across the largest order of ferns, the Polypodiales. Principal Findings We present 20 novel single-copy nuclear regions, across 10 distinct protein-coding genes: ApPEFP_C, cryptochrome 2, cryptochrome 4, DET1, gapCpSh, IBR3, pgiC, SQD1, TPLATE, and transducin. These loci, individually and in combination, show strong resolving power across the Polypodiales phylogeny, and are readily amplified and sequenced from our genomic DNA test set (from 15 diploid Polypodiales species). For each region, we also present transcriptome alignments of the focal locus and related paralogs—curated broadly across ferns—that will allow researchers to develop their own primer sets for fern taxa outside of the Polypodiales. Analyses of sequence data generated from our genomic DNA test set reveal strong effects of partitioning schemes on support levels and, to a much lesser extent, on topology. A model partitioned by codon position is strongly favored, and analyses of the combined data yield a Polypodiales phylogeny that is well-supported and consistent with earlier studies of this group. Conclusions The 20 single-copy regions presented here more than triple the single-copy nuclear regions available for use in ferns. They provide a much-needed opportunity to assess plastid-derived hypotheses of relationships within the ferns, and increase our capacity to explore aspects of fern evolution previously unavailable to scientific investigation.

Species Relationships and Farina Evolution in the Cheilanthoid Fern Genus Argyrochosma (Pteridaceae)

Abstract Convergent evolution driven by adaptation to arid habitats has made it difficult to identify monophyletic taxa in the cheilanthoid ferns. Dependence on distinctive, but potentially homoplastic characters, to define major clades has resulted in a taxonomic conundrum: all of the largest cheilanthoid genera have been shown to be polyphyletic. Here we reconstruct the first comprehensive phylogeny of the strictly New World cheilanthoid genus Argyrochosma. We use our reconstruction to examine the evolution of farina (powdery leaf deposits), which has played a prominent role in the circumscription of cheilanthoid genera. Our data indicate that Argyrochosma comprises two major monophyletic groups: one exclusively non-farinose and the other primarily farinose. Within the latter group, there has been at least one evolutionary reversal (loss) of farina and the development of major chemical variants that characterize specific clades. Our phylogenetic hypothesis, in combination with spore data and chromosome counts, also provides a critical context for addressing the prevalence of polyploidy and apomixis within the genus. Evidence from these datasets provides testable hypotheses regarding reticulate evolution and suggests the presence of several previously undetected taxa of Argyrochosma.

DNA barcoding exposes a case of mistaken identity in the fern horticultural trade.

Using cheilanthoid ferns, we provide an example of how DNA barcoding approaches can be useful to the horticultural community for keeping plants in the trade accurately identified. We use plastid rbcL, atpA, and trnG‐R sequence data to demonstrate that a fern marketed as Cheilanthes wrightii (endemic to the southwestern USA and northern Mexico) in the horticultural trade is, in fact, Cheilanthes distans (endemic to Australia and adjacent islands). Public and private (accessible with permission) databases contain a wealth of DNA sequence data that are linked to vouchered plant material. These data have uses beyond those for which they were originally generated, and they provide an important resource for fostering collaborations between the academic and horticultural communities. We strongly advocate the barcoding approach as a valuable new technology available to the horticulture industry to help correct plant identification errors in the international trade.

Maidenhair Ferns, Adiantum, are Indeed Monophyletic and Sister to Shoestring Ferns, Vittarioids (Pteridaceae)

Abstract Across the tree of life, molecular phylogenetic studies often reveal surprising relationships between taxa with radically different morphologies that have long obscured their close affiliations. A spectacular botanical example is Rafflesia, a holoparasite that produces the largest flowers in the world, but that evolved from tiny-flowered ancestors within the Euphorbiaceae. Outside of parasitic lineages, such abrupt transformations are rarely seen. One exception involves the “maidenhair ferns” (Adiantum), which are quintessential ferns: beautifully dissected, terrestrial, and shade loving. The closely related “shoestring ferns” (vittarioids), in contrast, have an extremely simplified morphology, are canopy-dwelling epiphytes, and exhibit greatly accelerated rates of molecular evolution. While Adiantum and the vittarioids together have been shown to form a robust monophyletic group (adiantoids), there remain unanswered questions regarding the monophyly of Adiantum and the evolutionary history of the vittarioids. Here we review recent phylogenetic evidence suggesting support for the monophyly of Adiantum, and analyze new plastid data to confirm this result. We find that Adiantum is monophyletic and sister to the vittarioids. With this robust phylogenetic framework established for the broadest relationships in the adiantoid clade, we can now focus on understanding the evolutionary processes associated with the extreme morphological, ecological, and genetic transitions that took place within this lineage.

Patterns of Diversification in the Xeric-adapted Fern Genus Myriopteris (Pteridaceae)

Abstract Strong selective pressures imposed by drought-prone habitats have contributed to extensive morphological convergence among the 400 + species of cheilanthoid ferns (Pteridaceae). As a result, generic circumscriptions based exclusively on macromorphology often prove to be non-monophyletic. Ongoing molecular phylogenetic analyses are providing the foundation for a revised classification of this challenging group and have begun to clarify its complex evolutionary history. As part of this effort, we generated and analyzed DNA sequence data for three plastid loci (rbcL, atpA, and the intergenic spacer trnG-trnR) for the myriopterid clade, one of the largest monophyletic groups of cheilanthoid ferns. This lineage encompasses 47 primarily North and Central American taxa previously included in Cheilanthes but now placed in the recircumscribed genus Myriopteris. Here, we infer a phylogeny for the group and examine key morphological characters across this phylogeny. We also include a brief discussion of the three well-supported Myriopteris subclades, along with a review of reproductive mode and known ploidy levels for members of this early diverging lineage of cheilanthoid ferns.

A revised generic classification of vittarioid ferns (Pteridaceae) based on molecular, micromorphological, and geographic data

In ferns, as in most branches of the tree of life, phylogenetic analyses of molecular data have greatly improved our ability to identify natural groupings that are subsequently reflected in classifications grounded in the principle of monophyly (Smith & al., 2006; Rothfels & al., 2012; Christenhusz & Chase, 2014). In some cases, the results of such analyses are consistent with earlier notions of relationships inferred from morphological features (Schneider & al., 2009). However, in many other instances, lineages are revealed that are morphologically confounding and we struggle to identify synapomorphies (Sundue & Rothfels, 2014). The pursuit of such defining characteristics is especially problematic when working within a group possessing very limited morphological disparity. The well-defined vittarioid fern clade consists of 100–130 (Lindsay, 2003) highly simplified and predominantly epiphytic species (Fig. 1). These plants, characterized by the presence of silica bodies (Sundue, 2009) but a lack of sclerenchyma (Bower 1928; Ruhfel & al., 2008), were long regarded as composing a distinct family—Vittariaceae (Ching, 1940; Tryon & Tryon, 1982; Kramer, 1990). However, phylogenetic analyses have demonstrated that these ferns nest well within the Pteridaceae (Crane & al., 1995; Hasebe & al., 1995; Prado & al., 2007; Schuettpelz & al., 2007), as sister to the genus Adiantum L. (Lu & al., 2012; Rothfels & Schuettpelz, 2014; Pryer & al., 2016). The vittarioids have been variously partitioned through time (Benedict, 1911; Williams, 1927; Copeland, 1947). In the years leading up to the first molecular phylogenetic analyses of these ferns, six genera were commonly recognized based primarily on leaf division, venation, and the distribution of A revised generic classification of vittarioid ferns (Pteridaceae) based on molecular, micromorphological, and geographic data

Adiantumshastense, a new species of maidenhair fern from California.

Abstract A new species of Adiantum is described from California. This species is endemic to northern California and is currently known only from Shasta County. We describe its discovery after first being collected over a century ago and distinguish it from Adiantum jordanii and Adiantum capillus-veneris. It is evergreen and is sometimes, but not always, associated with limestone. The range of Adiantum shastense Huiet & A.R.Sm., sp. nov., is similar to several other Shasta County endemics that occur in the mesic forests of the Eastern Klamath Range, close to Shasta Lake, on limestone and metasedimentary substrates.

A novel chloroplast gene reported for flagellate plants

PREMISE OF THE STUDY Gene space in plant plastid genomes is well characterized and annotated, yet we discovered an unrecognized open reading frame (ORF) in the fern lineage that is conserved across flagellate plants. METHODS We initially detected a putative uncharacterized ORF by the existence of a highly conserved region between rps16 and matK in a series of matK alignments of leptosporangiate ferns. We mined available plastid genomes for this ORF, which we now refer to as ycf94, to infer evolutionary selection pressures and assist in functional prediction. To further examine the transcription of ycf94, we assembled the plastid genome and sequenced the transcriptome of the leptosporangiate fern Adiantum shastense Huiet & A.R. Sm. KEY RESULTS The ycf94 predicted protein has a distinct transmembrane domain but with no sequence homology to other proteins with known function. The nonsynonymous/synonymous substitution rate ratio of ycf94 is on par with other fern plastid protein-encoding genes, and additional homologs can be found in a few lycophyte, moss, hornwort, and liverwort plastid genomes. Homologs of ycf94 were not found in seed plants. In addition, we report a high level of RNA editing for ycf94 transcripts-a hallmark of protein-coding genes in fern plastomes. CONCLUSIONS The degree of sequence conservation, together with the presence of a distinct transmembrane domain and RNA-editing sites, suggests that ycf94 is a protein-coding gene of functional significance in ferns and, potentially, bryophytes and lycophytes. However, the origin and exact function of this gene require further investigation.