Leon R. Perrie

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.

Fire and ice: volcanic and glacial impacts on the phylogeography of the New Zealand forest fern Asplenium hookerianum

In the Southern Hemisphere there has been little phylogeographical investigation of forest refugia sites during the last glacial. Hookers spleenwort, Asplenium hookerianum, is a fern that is found throughout New Zealand. It is strongly associated with forest and is a proxy for the survival of woody vegetation during the last glacial maximum. DNA sequence data from the chloroplast trnL‐trnF locus were obtained from 242 samples, including c. 10 individuals from each of 21 focal populations. Most populations contained multiple, and in many cases unique, haplotypes, including those neighbouring formerly glaciated areas, while the predominant inference from nested clade analysis was restricted gene flow with isolation by distance. These results suggest that A. hookerianum survived the last glacial maximum in widespread populations of sufficient size to retain the observed phylogeography, and therefore that the sheltering woody vegetation must have been similarly abundant. This is consistent with palynological interpretations for the survival in New Zealand of thermophilous forest species at considerably smaller distances from the ice sheets than recorded for the Northern Hemisphere. Eastern and central North Island populations of A. hookerianum were characterized by a different subset of haplotypes to populations from the remainder of the country. A similar east–west phylogeographical pattern has been detected in a diverse array of taxa, and has previously been attributed to recurrent vulcanism in the central North Island.

Insights into the Biogeography and Polyploid Evolution of New Zealand Asplenium from Chloroplast DNA Sequence Data

Abstract Nucleotide sequences of the chloroplast trnL-trnF intergenic spacer were obtained for 21 of the 22 indigenous Asplenium taxa presently recognized from New Zealand. Nucleotide sequences of the chloroplast rbcL gene were also obtained from eleven New Zealand species representative of the diversity found in the trnL-trnF intergenic spacer. Phylogenetic analyses of these chloroplast sequence data indicate that the Asplenium species of New Zealand are not monophyletic. More specifically, the Asplenium species participating in hybridization in New Zealand form a closely related ‘Austral’ group, whereas the non-hybridizing species have closer affinities to species from outside New Zealand. Within the Austral group, three well-supported sub-groups are recognized, represented by the species A. bulbiferum, A. flaccidum, and A. obtusatum. Dating analyses reject an 80 million year old vicariant origin for any of the Asplenium lineages in New Zealand, and the distributions of the many Asplenium species disjunct between New Zealand and elsewhere appear best explained by long-distance dispersal. The likely chloroplast/maternal parent for each of the New Zealand octoploid species is discussed.

Low-copy nuclear DNA sequences reveal a predominance of allopolyploids in a New Zealand Asplenium fern complex

Recent generalisations about polyploidy in plants have been largely based on studies of angiosperms. A compelling group to compare with angiosperms is ferns, because of their high polyploidy. The bi-parental inheritance of nuclear DNA sequence markers makes them advantageous for investigating polyploid complexes, but few such markers have been available for ferns. We have used DNA sequences from the low-copy nuclear LFY locus to study an Asplenium polyploid complex. The New Zealand species of this Austral group comprise seven tetraploids and eight octoploids. LFY sequences indicate that allopolyploidy is much more predominant than previously thought, being implicated in the origins of seven of the octoploids. One of the tetraploids has had a central role, being a progenitor for five of the octoploids. All of the octoploids appear to have relatively recent origins, with the dynamic environmental conditions of the Pleistocene possibly playing a role in their formation and/or establishment.

Parallel polyploid speciation: distinct sympatric gene‐pools of recurrently derived allo‐octoploid Asplenium ferns

Although polyploidy is widespread, its significance to the generation of biodiversity remains unclear. Many polyploids have been derived recurrently. For a particular polyploid, gene‐flow between the products of independent origin is typical where they come into contact. Here, we use AFLP DNA‐fingerprinting and chloroplast DNA sequences to demonstrate parallel polyploid speciation within both of the ferns Asplenium cimmeriorum and A. gracillimum. Both of these taxa comprise at least two allopolyploids, recurrently derived from the same progenitor pair. Each of these allopolyploids remain genetically distinguishable even with extensive sympatry, and could therefore be considered distinct species. To our knowledge, parallel speciation on this scale amongst recurrent polyploids has not been previously reported. With their parallel origins, these ‘evolutionary replicates’ provide an unrivalled opportunity to investigate how the reproductive barriers and ecological differentiation necessary for speciation arise following polyploidy.

A molecular phylogeny for the New Zealand Blechnaceae ferns from analyses of chloroplast trnL‐trnF DNA sequences

Abstract The Blechnaceae is one of the most speciose fern families in New Zealand, with two genera represented: Blechnum and Doodia. We se‐quenced the chloroplast trnL‐trnF locus for all of the Blechnaceae species indigenous to New Zealand, plus several non‐indigenous species. Although deeper relationships were not well resolved by phylogenetic analyses of these DNA sequences, several groupings of species were consistently recovered. Some of these relationships have been previously suspected on the basis of morphological similarity and/or hybridisation (e.g., the B. procerum group), and are consistent with variation in base chromosome numbers, but others were unexpected (e.g., the relationship of B. fluviatile and B. vulcanicum). The species of Doodia sampled here were found to be monophyletic, and were nested within a paraphyletic Blechnum. Infraspecific variation in the trnL‐trnF locus was detected within six New Zealand species, and may prove useful for future phylogeographic and taxonomic studies.

Microsatellite DNA analyses of a highly disjunct New Zealand tree reveal strong differentiation and imply a formerly more continuous distribution

Although New Zealand is a biodiversity hotspot, there has been little genetic investigation of why so many of its threatened and uncommon plants have naturally disjunct distributions. We investigated the small tree Pseudopanax ferox (Araliaceae), which has a widespread but highly disjunct lowland distribution within New Zealand. Genotyping of nuclear microsatellites and a chloroplast locus revealed pronounced genetic differentiation and four principal genetic clusters. Our results indicate that the disjunct distribution is a product of vicariance rather than long‐distance dispersal. This highlights the need to preserve multiple populations when disjunct distributions are the result of vicariance, rather than focusing conservation efforts on a core area, in order to retain as much as possible of a species’ evolutionary legacy and potential. Additionally, based on our genetic findings and the ecology of P. ferox, we hypothesize that it was more continuously distributed during the drier (but not maximally colder) interstadials of glacial periods and/or on the fertile soils available immediately postglacial. We further hypothesize that P. ferox belongs to a suite of species of drought‐prone and/or fertile habitats whose distributions are actually restricted during warmer and wetter interglacial periods, despite being principally of the lowlands. Our genetic data for P. ferox are also the first consistent with the survival during the Last Glacial Maxima of a lowland tree at high latitudes in the south‐eastern South Island.

Reconstructing the species phylogeny of Pseudopanax (Araliaceae), a genus of hybridising trees.

Pseudopanax (Araliaceae) comprises 12 tree species of diverse morphology and ecology, and is endemic to New Zealand. It is notable for the hybridisation that occurs between P. crassifolius and P. lessonii, which have very different leaves and habits. To provide context for the study of this hybridisation and other investigations, we examined the phylogeny of Pseudopanax using chloroplast DNA sequences (c.5900 base-pairs) and AFLP DNA-fingerprinting. Both approaches resolve two principal groups within Pseudopanax--the Arboreus group and the Crassifolius+Lessonii union--but how they are related to other genera remains unclear. There is, nevertheless, little compelling evidence against the monophyly of Pseudopanax, making unnecessary the recent re-segregation of the Arboreus group as Neopanax. The chloroplast data provided minimal additional resolution, although the position of P. linearis was discordant compared to other data. Analyses of the AFLP data strongly recovered each species, aside from the morphologically heterogeneous P. colensoi, and the two mainland species (P. arboreus and P. crassifolius) that each contained a nested island-endemic (P. kermadecensis and P. chathamicus, respectively). However, relationships amongst species within the two principal groups were poorly resolved. An example was the uncertainty of whether P. crassifolius grouped with P. lessonii and its allies, or the morphologically similar species it had been previously placed with. This in turn raises the issue of how hybridisation might affect phylogenies and the ability to reconstruct them, even when using multiple, independent markers.

Conflict amongst chloroplast DNA sequences obscures the phylogeny of a group of Asplenium ferns.

A previous study of the relationships amongst three subgroups of the Austral Asplenium ferns found conflicting signal between the two chloroplast loci investigated. Because organelle genomes like those of chloroplasts and mitochondria are thought to be non-recombining, with a single evolutionary history, we sequenced four additional chloroplast loci with the expectation that this would resolve these relationships. Instead, the conflict was only magnified. Although tree-building analyses favoured one of the three possible trees, one of the alternative trees actually had one more supporting site (six versus five) and received greater support in spectral and neighbor-net analyses. Simulations suggested that chance alone was unlikely to produce strong support for two of the possible trees and none for the third. Likelihood permutation tests indicated that the concatenated chloroplast sequence data appeared to have experienced recombination. However, recombination between the chloroplast genomes of different species would be highly atypical, and corollary supporting observations, like chloroplast heteroplasmy, are lacking. Wider taxon sampling clarified the composition of the Austral group, but the conflicting signal meant analyses (e.g., morphological evolution, biogeographic) conditional on a well-supported phylogeny could not be performed.

Genetic variation is not concordant with morphological variation in the fern Asplenium hookerianum sensu lato (Aspleniaceae).

Species status cannot be adequately determined when partitions are based on only a single morphological character. For instance, the sympatry of plants with broad and narrow pinnules in the fern Asplenium hookerianum sensu lato from New Zealand creates the impression that two entities are present. The narrow-pinnuled plants are sometimes segregated as a distinct species, A. colensoi. However, this variation in pinnule morphology could equally be infraspecific, and only additional data can resolve this uncertainty. Analyses using AFLP DNA-fingerprinting and DNA sequencing of the chloroplast trnL-trnF region indicate that genetic variation in A. hookerianum sensu lato is not concordant with pinnule morphology. Consequently, the recognition of A. colensoi is not supported.