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(American Journal of Botany. 1998;85:1766-1778.)
© 1998 Botanical Society of America, Inc.


Chloroplast DNA restriction site variation and phylogeny of the Berberidaceae1

Young-Dong Kim2,a and Robert K. Jansena

a Department of Botany and Institute of Cell and Molecular Biology, University of Texas, Austin, Texas 78713


    ABSTRACT
 TOP
 ABSTRACT
 INTRODUCTION
 MATERIALS AND METHODS
 RESULTS
 DISCUSSION
 REFERENCES
 
Comparative restriction site mapping of the chloroplast genome was performed to examine phylogenetic relationships among 27 species representing 16 genera of the Berberidaceae and two outgroups. Chloroplast genomes of the species included in this study showed no major structural rearrangements (i.e., they are collinear to tobacco cpDNA) except for the extension of the inverted repeat in species of Berberis and Mahonia. Excluding several regions that exhibited severe length variation, a total of 501 phylogenetically informative sites was mapped for ten restriction enzymes. The strict consensus tree of 14 equally parsimonious trees indicated that some berberidaceous genera (Berberis, Mahonia, Diphylleia) are not monophyletic. To explore phylogenetic utility of different parsimony methods phylogenetic trees were generated using Wagner, Dollo, and weighted parsimony for a reduced data set that included 18 species. One of the most significant results was the recognition of the four chromosomal groups, which were strongly supported regardless of the parsimony method used. The most notable difference among the trees produced by the three parsimony methods was the relationships among the four chromosomal groups. The cpDNA trees also strongly supported a close relationship of several generic pairs (e.g., Berberis-Mahonia, Epimedium-Vancouveria, etc.). Maximum likelihood values were computed for the four different tree topologies of the chromosomal groups, two Wagner, one Dollo, and one weighted topology. The results indicate that the weighted tree has the highest likelihood value. The lowest likelihood value was obtained for the Dollo tree, which had the highest bootstrap and decay values. Separate analyses using only the Inverted Repeat (IR) region resulted in a tree that is identical to the weighted tree. Poor resolution and/or support for the relationships among the four chromosomal lineages of the Berberidaceae indicate that they may have radiated from an ancestral stock in a relatively short evolutionary time.

Key Words: Berberidaceae • chloroplast DNA phylogeny • parsimony • restriction sites


    INTRODUCTION
 TOP
 ABSTRACT
 INTRODUCTION
 MATERIALS AND METHODS
 RESULTS
 DISCUSSION
 REFERENCES
 
Phylogenetic analysis of chloroplast DNA (cpDNA) restriction site data has demonstrated the utility of this approach for resolving systematic relationships at a wide range of taxonomic levels from the intraspecific (reviewed by Soltis, Soltis, and Milligan, 1992) to interfamilial (Downie and Palmer, 1992, 1994; Manos, Nixon, and Doyle, 1993) levels. This approach has been used most successfully at intrageneric and intrafamilial levels in several flowering plant families, including the Asteraceae (Jansen and Palmer, 1988; Jansen et al., 1990), Saxifragaceae (Soltis et al. 1991, 1993), Onagraceae (Sytsma and Smith, 1992), Poaceae (Soreng, Davis, and Doyle, 1990), Bromeliaceae (Ranker et al., 1990), Rubiaceae (Bremer and Jansen, 1991), Solanaceae (Olmstead and Palmer, 1992), and Ranunculaceae (Johansson and Jansen, 1993). The phylogenies not only provided significant systematic results but also frameworks for testing hypotheses on the evolution of other characters.

The Berberidaceae comprise 17 genera (or 13 broadly defined genera), which exhibit extremely diverse morphologies. The only feature uniting the heterogeneous genera is the gynoecium of a single carpel, a condition that has been interpreted as pseudomonomerous and representing two or three fused carpels (Chapman, 1936). The flowers are predominantly trimerous but occasionally tetramerous (Epimedium), or sometimes the perianth is lacking (Achlys). Anthers mostly open by two valves or by longitudinal slits in Nandina, Podophyllum, Dysosma and Sinopodophyllum. Fruits are of various types such as berries, capsules, or bladders that rupture by the enlarging seeds. Base chromosome number is also diverse with x = 10, 8, 7, and 6.

Extensive systematic studies of floral anatomy (Terabayashi, 1985a, b), palynology (Kosenko, 1980; Nowicke and Skvarla, 1981), serology (Jensen, 1973), and karyology (Miyaji, 1930; Moore, 1963; Kuroki, 1965, 1967, 1968, 1970) have been performed to understand evolutionary relationships among the genera of the Berberidaceae. As a result, the close affinity of some generic pairs (i.e., Berberis-Mahonia, Jeffersonia-Plagiorhegma, Epimedium-Vancouveria, and Caulophyllum-Leontice) and monophyly of the Podophyllum group (i.e., Diphylleia, Dysosma, Podophyllum, and Sinopodophyllum) appears indisputable. However, there was substantial disagreement regarding relationships among these groups. Meacham (1980) recognized four major groups in the family that can be identified by fruit type and chromosome number. More recently, Loconte and Estes (1989) reanalyzed the morphological characters and proposed a new classification for the family (Table 1), which is largely congruent with Meacham's except for the position of Bongardia. The two modern classification schemes proposed for the family are radically different from the traditional systems, which are also very different from each other (Table 1).


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Table 1. Different classification systems proposed for the Berberidaceae. Meacham (1980) recognized four subfamilial groups in Berberidaceae (excluding Nandina ) without taxonomic treatment. Numbers in parentheses after generic names in Loconte and Estes (1989) system denote base chromosome numbers/number of species, respectively.

 
The objectives of this study were to: (1) construct a cpDNA restriction site phylogeny using an expanded taxon sampling from our previous comparisons (Kim and Jansen, 1995), (2) explore the utility of different parsimony methods for phylogenetic analysis of restriction site data, (3) test competing hypotheses of intergeneric relationships in the Berberidaceae, and (4) evaluate character evolution using the cpDNA tree.


    MATERIALS AND METHODS
 TOP
 ABSTRACT
 INTRODUCTION
 MATERIALS AND METHODS
 RESULTS
 DISCUSSION
 REFERENCES
 
Total DNA was isolated from fresh leaves using the CTAB method (Doyle and Doyle, 1987), followed by further purification in cesium chloride-ethidium bromide gradients. Based on information from Johansson and Jansen (1993), ten enzymes (AvaI, BamHI, BanI, BglII, EcoRV, HincII, HindIII, NsiI, XbaI, and XhoI) were selected for restriction site analysis. Agarose gel electrophoresis, bidirectional transfer of DNA onto nylon filters (Zetabind AMF Cuno, Meriden, CT), P labeling of probe DNA by nick-translation, filter hybridization (at 58°C for 16 h), and autoradiography were performed according to methods described by Palmer (1986). The Nicotiana tabacum L. cpDNA clone bank (Sugiura et al., 1986) including 43 subclones (Olmstead and Palmer, 1992) was used for filter hybridizations.

Restriction site maps of the chloroplast genome for 25 species representing 16 genera of the Berberidaceae and two species from two putatively related families (Ranunculaceae, Lardizabalaceae) were constructed (Table 2). A detailed restriction site map of Mahonia higginsae cpDNA (Kim and Jansen, 1994), which was constructed by single and double enzyme digestion, was used as a reference map to determine relative positions of the restriction sites in other cpDNAs.


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Table 2. Collecting data for the taxa used in this study. Accession numbers are used as voucher information for plants collected at AA (Arnold Arboretum), RSABG (Rancho Santa Ana Botanical Garden), HUBG (Hokkaido University Botanical Garden), KEW (Royal Botanic Gardens KEW), and Edinburgh (Royal Botanic Garden Edinburgh). The taxa selected for the reduced data set are indicated by *.

 
Restriction site data for 27 species were analyzed using Wagner parsimony. To explore the utility of different parsimony methods including Wagner (Farris, 1970), Dollo (DeBry and Slade, 1985), and weighted (Albert, Mishler, and Chase, 1992; Holsinger and Jansen, 1993) rigorous analyses were performed using a reduced data set (single species from each of 18 genera, see also Table 2). To choose among the alternative topologies produced by these analyses, the likelihoods of selected topologies were computed and the one with the highest likelihood was taken as the best estimate of the phylogeny (Holsinger and Jansen, 1993). For the maximum likelihood analysis PHYLIP ver. 3.4 (Felsenstein, 1991) was used. The Kishino and Hasegawa (1989) test in PHYLIP was used to determine if the maximum likelihood estimates were significantly different. A separate analysis using the restriction sites located in the inverted repeat (IR) region was also conducted in the same way as the complete data set. All phylogenetic analyses were performed using PAUP (version 3.1.1; Swofford, 1993) on a Macintosh Quadra 700. To identify minimum length tree(s) a heuristic search with MULPARS, Tree Bisection Reconnection (TBR) branch swapping, and steepest descent were selected. Multiple islands of equally parsimonious trees (Maddison, 1991) were searched for by performing 100 random entries in all heuristic searches. The ACCTRAN option was in effect for character state optimization in the Wagner analysis. To evaluate the degree of support for given clades, bootstrap (Felsenstein, 1985) and decay (Bremer, 1988; Donoghue et al., 1992) analyses were conducted using Wagner and Dollo parsimony.


    RESULTS
 TOP
 ABSTRACT
 INTRODUCTION
 MATERIALS AND METHODS
 RESULTS
 DISCUSSION
 REFERENCES
 
Genome structure
The chloroplast genomes of the 27 taxa examined showed no major structural rearrangements (i.e., they were collinear to tobacco cpDNA) except for the 11.5 kb extension of the inverted repeat in Berberis and Mahonia (Kim and Jansen, 1994; see also Table 2). Several restriction sites, especially in the area corresponding to tobacco cpDNA probes 10–12 (Olmstead et al., 1992) were excluded from the analyses because of extensive length variation, which caused considerable uncertainty in determining homology of sites. Although most length variants were detected in the single-copy regions, some were also observed in the IR, especially in ORF 2280.

Phylogenetic analysis of the complete data set
A total of 524 variable restriction sites was mapped, 501 of which were phylogenetically informative for the 27 taxa compared (copies of the data matrix are available upon request from the first author). Wagner parsimony analysis generated 14 equally parsimonious trees with 924 steps, which had a consistency index (CI) of 0.56 (excluding uninformative characters) and retention index (RI) of 0.84. Except for the unresolved interspecific relationships in the Berberis/Mahonia clade most groups were well resolved (Fig. 1). There was strong support for a close phylogenetic relationship of several generic pairs, including Epimedium/Vancouveria, Jeffersonia/Plagiorhegma, Leontice/Gymnospermium, and Berberis/Mahonia. Among the genera for which multiple species were examined, Berberis, Mahonia, and Diphylleia were not monophyletic. The most important feature of the tree is the strong support for the monophyly of the four chromosomal groups with the base number (x) of 10, 8, 7, and 6. However, interchromosomal group relationships were either unresolved (x = 10 and 7) or very poorly supported (x = 8 and 6).



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Fig. 1. Strict consensus tree of 14 most parsimonious Wagner trees with bootstrap (below the node) and decay (above the node) values. The trees are 924 steps long and have a CI of 0.56 (excluding autapomorphies) and RI of 0.84. Base chromosome numbers are shown in the boxes.

 
Examination of the number of changes per site in the Wagner tree revealed that about half (254 sites; 50.7%) of the informative sites were homoplastic (Fig. 2a). When only the restriction sites in the IR region were analyzed 81 sites were phylogenetically informative, a third (27 sites; 33.3%) of which were homoplastic (Fig. 2b).



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Fig. 2. Histogram showing the number of steps for each character calculated for entire chloroplast genome (a) and the inverted repeat region only (b) based on one of the Wagner trees. Scale on the y -axis is modified for the comparison.

 
Phylogenetic analyses of the reduced data set
The 27 taxon data matrix was reduced to 18 taxa to perform more rigorous phylogenetic analyses. This reduced data set included a single species from each of the 16 genera of Berberidaceae and two outgroups (indicated by asterisks in Table 2). The data were subjected to Wagner, Dollo, and weighted parsimony to attempt to resolve relationships among the four chromosomal groups. Although we agree that Wagner and Dollo parsimony are inappropriate for phylogenetic analyses of restriction site data because of the asymmetry in the probablility of gains and losses of restriction sites, we believe that both methods are appropriate for exploring the effects of extreme weighting (equal vs. allowing gains only once) on the resulting phylogenies (Holsinger and Jansen, 1993).

Wagner analyses
Wagner parsimony generated two equally parsimonious trees 907 steps long, which had a CI of 0.55 (excluding autapomorphies) and RI of 0.73. The only difference between the two trees is the position of the Berberis group (i.e., Berberis, Mahonia, and Ranzania) and Nandina (Nandina is basal in one tree, whereas the Berberis group is basal in the other, Fig. 3). Each of the four chromosomal groups (x = 10, 8, 7, 6) forms a distinct clade. The first (x = 10) included only Nandina. The x = 8 clade, which had high bootstrap (100%) and decay (over 5) values, consisted of the three genera Caulophyllum, Leontice, and Gymnospermium. Within this group, Caulophyllum was the sister group to the Gymnospermium and Leontice clade. The x = 7 group included the closely related woody genera Berberis and Mahonia, which formed a strong monophyletic group with their herbaceous sister genus, Ranzania. The largest chromosomal group in the family (x = 6) was also well supported (97% bootstrap value and decay index of over 5). Within this clade, four lineages were observed with all groups containing multiple genera having 100% bootstrap support: (1) Jeffersonia and Plagiorhegma, (2) Diphylleia, Podophyllum, Dysosma, and Sinopodophyllum, (3) Epimedium and Vancouveria, and (4) Achlys. Among the four lineages, Jeffersonia and Plagiorhegma formed the sister group to the other three lineages, and Diphylleia was the sister to the Podophyllum, Sinopodophyllum and Dysosma group (73% bootstrap value and decay value of 1). However, relationships among the chromosomal groups were poorly resolved (or supported) (Fig. 3).



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Fig. 3. Strict consensus tree of two most parsimonious Wagner trees for the reduced data set. Numbers above and below the nodes are decay and bootstrap values, respectively. Trees are 907 steps long and have a CI of 0.55 (excluding autapomorphies) and RI of 0.73. Base chromosome numbers are shown in the boxes. Fig. 4. Single most parsimonious Wagner tree for the reduced data set using only the restriction sites found in the inverted repeat region. (118 steps, CI = 0.68 [excluding autapomorphies], RI = 0.84). Numbers above and below the branches are decay and bootstrap values, respectively. Base chromosome numbers are shown in the boxes. Fig. 5. Single most parsimonious Dollo tree for the reduced data set. The tree was based on the analysis of restriction sites from the entire chloroplast genome (1170 steps long with CI of 0.44 [excluding autapomorphies] and RI of 0.87). Decay and bootstrap values are given above and below the node, respectively. Base chromosome numbers are shown in the boxes.

 
In the analysis using only the IR region, a single most parsimonious tree was obtained (Fig. 4). The tree required 118 steps and had a CI (excluding autapomorphies) and RI of 0.68 and 0.84, respectively. Although the degree of support was significantly lower in the x = 8 group, the monophyly of the four chromosomal groups was again evident. Among the four groups, Nandina was basal to the remaining chromosomal groups, and the x = 8 group was placed sister to the x = 6 and 7 groups. All other relationships were the same as the Wagner tree using the complete data set, except for the minor differences found in the Podophyllum group (i.e., Podophyllum, Diphylleia, Sinopodophyllum, and Dysosma).

Dollo analyses
Dollo parsimony generated a single tree of 1124 steps with a CI (excluding autapomorphies) of 0.44 and RI of 0.87 (Fig. 5). The most noticeable feature of the Dollo tree was the resolution and strong support for relationships among the four chromosomal groups. Nandina (x = 10) formed a monophyletic group with the x = 8 clade (80% bootstrap value and decay index of 5 or greater) and the x = 7 and 6 clades were grouped together with 79% bootstrap support and a decay value >5. Within the x = 6 clade, the Epimedium group (i.e., Epimedium and Vancouveria) was sister to the Achlys and the Podophyllum group.

A single minimum-length Dollo tree (131 steps with the CI of 0.61 and RI of 0.93) was also generated when only the IR region was analyzed. The tree (not shown) was identical to the tree based on the entire chloroplast genome except for less resolution in the Podophyllum group. In general, however, the degree of support for the relationships was lower in the IR region tree.

Weighted analyses
Weighted parsimony was performed using a wide range of weights in favor of gains over losses. In an initial analysis, with the ancestral states designated as "0" (sensu Holsinger and Jansen, 1993), the weights were gradually increased from 1.1:1 until the Dollo tree was obtained. When weights of 1.1:1 to 1.3:1 were applied, a single tree was obtained that was identical to one of the two equally parsimonious Wagner trees (i.e., the Berberis group is basal; Fig. 6a). At a weight of 1.4:1, two trees were observed, which were basically identical to the two Wagner trees except for a very minor difference in the Podophyllum group (Fig. 6b, c). With weights up to 1.9:1, one of the two weighted trees (1.4:1) was obtained (Fig. 6c). At a weight of 2.0:1 four equally parsimonious trees were generated, three of which were different from the previous trees (Fig. 6d–f). The differences were caused by the novel positions of the Berberis and Epimedium groups. The Berberis group (x = 7) was placed near the x = 6 group in two trees (Fig. 6e, f). A sister-group relationship between Achlys and the Epimedium group was observed for the first time using this weight (Fig. 6d, f). With higher weights only two additional trees were found (Fig. 6g, h) until the single stabilized Dollo tree was obtained (Fig. 5) at weights of 4.9:1 and higher. The switched position of Epimedium group and Achlys began at a weight of 4.1:1 (Fig. 6h). Among the seven novel tree topologies identified in weighted parsimony analyses, the tree in Fig. 6g was produced using the widest range of weights (2.1:1 to 4.0:1).



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Fig. 6. Weighted parsimony trees for the reduced data set. The trees were produced by a series of different weights (gain:loss); 1.1:1 to 1.3:1 (a), 1.4:1 (b, c), 1.5:1 to 1.9:1 (c), 2.0:1 (c, d, e, f), 2.1:1 to 4.0:1 (g), and 4.1:1 to 4.8:1 (h). Ancestral states were designated as "0"s. With higher weights (>4.8:1), the Dollo tree (Fig. 5 ) was obtained. Base chromosome numbers are shown in the boxes.

 
When ancestral states were designated as "?" (sensu Albert, Mishler, and Chase, 1992), a similar trend (i.e., the gradual shift of Berberis group from a basal position to a more derived position and occasional occurrence of Achlys and Epimedium group clade) was observed until the 2.0:1 weight was applied. However, when weights higher than 2.0:1 (i.e., 2.5:1, 3:1, 5:1, 10:1, and 100:1) were used, several equally parsimonious trees with very unusual topologies (i.e., entirely novel generic relationships that have never been proposed either from molecular or morphological studies) were obtained repeatedly without ever converging to the Dollo tree.

The same weighted parsimony search was performed for the IR region (trees are not shown). With ancestral states of "0," a tree identical to the single most parsimonious Wagner tree (Fig. 4) was obtained at weights up to and including 1.4:1. At a weight of 1.5:1 two additional trees were found in which the Berberis group was basal. In one of these trees, the x = 8 group, surprisingly, was not monophyletic. Only one of these three trees occurred when weights of 1.6:1 to 1.8:1 were applied. A novel tree was identified at a weight of 1.9:1 (the joining of Nandina and the Berberis group). Nandina moved in and out of the Berberis group without any other changes in the tree topology until a weight of 3.0:1 was used, which generated a topology that grouped Nandina and the Caulophyllum group. At higher weights from 3.1:1 to 3.9:1 no new tree topologies were found. The stabilized Dollo tree was obtained at weights of 4.0:1 and higher.

When the ancestral states were designated as "?," only a single tree topology was observed up to a weight of 1.9:1 (tree is not shown but it is similar to Fig. 6a). The Dollo tree was found among the five equally parsimonious trees generated with weight of 2.0:1. However, the Dollo tree did not occur with higher weights (up to 100:1).

Comparison of the trees based on three different parsimony approaches
The trees based on the three different parsimony approaches exhibited substantial congruence. The monophyly of the four chromosomal groups (x = 10, 8, 7, and 6) is supported strongly by nearly all parsimony methods. Few exceptions are found in the weighted parsimony analyses when only the IR region was used, and when extremely high and unreasonable weights (e.g., 100:1) were applied with ancestral states as "?" (not shown). Other than the four chromosomal groups, some genera, which have traditionally been considered as closely allied, were also recognized as strong monophyletic groups in all parsimony methods (i.e., Epimedium-Vancouveria, Jeffersonia-Plagiorhegma, Mahonia-Berberis, Leontice-Gymnospermium, and the Podophyllum group).

Three major differences were observed among the trees based on the three methods (see Figs. 3, 5, 6). First, the relationship within the Podophyllum group showed marked differences in all three analyses. The sister-group relationship of Podophyllum and Sinopodophyllum observed in the Wagner trees was not present in weighted trees, and the former genus groups with Dysosma in the Dollo trees. Second, the Podophyllum group formed a sister group to the Epimedium group in the Wagner trees, but to the Achlys group in the Dollo tree. In weighted trees, both relationships were observed depending on the weights used. Furthermore, at a weight of 2.0:1 the sister group relationship between Achlys and Epimedium group was also observed (Fig. 6d, f). The third and most significant difference concerns the relationships among the four chromosomal groups. Nandina,which had an uncertain position (either basal or sister group to the x = 6, 8 group; Fig. 3) in the Wagner tree, formed a monophyletic group with the Leontice clade (the x = 8 group) in the Dollo tree (Fig. 5). The x = 6 group occurred with the x = 8 clade in Wagner trees, but with the x = 7 group in Dollo trees. A high level of support for the monophyly of the x = 6 and x = 7 groups was observed in the Dollo tree (bootstrap value of 79, decay index >5). In the weighted parsimony analyses, an additional topology for the chromosomal groups was obtained (Fig. 6g). The x = 10 group was basal and the x = 8 clade was the sister to the x = 7 and 6 group. This tree is also the one that persisted through the widest range of weights (from 2.1:1 to 4.0:1). The same relationship among chromosomal groups was seen in a Wagner tree based on IR region only (Fig. 4).

Maximum likelihood analyses
To choose among the competing topologies, the likelihoods of four competing trees (Fig. 7 for simplified trees) were compared. These four trees represent the different relationships observed for the chromosomal groups in the three different parsimony analyses. The highest likelihood (Ln = -5182.93) was obtained for one of the weighted trees (Fig. 7c). The next most likely topology is the Wagner tree with the x = 10 group basal (Ln = -5200.24; Fig. 7a). This value is 17.3 units lower than the previous one. The next most likely topology is the other Wagner tree with the x = 7 group basal (Ln = -5204.90; Fig. 7b). The Dollo tree has the lowest likelihood of all topologies examined (Ln = -5208.77, Fig. 7d). The Kishino and Hasegawa (1989) statistical test indicated that the Dollo tree is significantly worse than the weighted tree.



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Fig. 7. Simplified trees depicting relationships among the four chromosomal groups in the Berberidaceae. Numbers at tips of branches indicate base chromosome number. The topologies represent the Wagner trees (a, b), one weighted tree (c), and the Dollo (d) tree, respectively.

 

    DISCUSSION
 TOP
 ABSTRACT
 INTRODUCTION
 MATERIALS AND METHODS
 RESULTS
 DISCUSSION
 REFERENCES
 
Restriction site analysis using only the inverted repeat region
The IR region of chloroplast genome is known to have a lower rate of change than the single copy regions (Jansen and Palmer, 1987; Wolfe, Li, and Sharp, 1987; Kim, Turner, and Jansen, 1992; Johansson and Jansen, 1993). By focusing exclusively on the highly conserved IR, several workers (Downie and Palmer, 1992, 1994; Manos, Nixon, and Doyle, 1993) demonstrated that restriction sites could be compared with confidence in plant groups with highly divergent chloroplast genomes. Given the length variation observed in certain portions of the single-copy regions of the berberidaceous cpDNA, the IR region was analyzed separately to see if there are differences in tree topology.

In the present study 15.5% of the variable sites were detected in the IR region (81 out of 524 sites). If restriction site changes occur at the same rate across all regions of chloroplast genome, one would expect ~19.2% (i.e., 25 out of 130 kb) of the change should be detected in the IR. Thus the value observed in this study is ~3.7% lower than expected. Furthermore, if the sites in the single-copy regions that were excluded because of length variation were considered, the percentage of changes in the IR region would be even lower.

Only 34.6% of the potentially informative site changes in the IR were homoplastic in Wagner analyses (Fig. 2b). The value increased to 50.7% when the single-copy regions were included (Fig. 2a). If only the single-copy regions were considered the percentages were even higher (57.8%; not shown). The CI and RI of the "IR region only" were also higher in both Wagner and Dollo analyses, indicating that, in general, the level of homoplasy is significantly lower in the IR region. This result is in contrast to a similar study in the tribe Lactuceae of the Asteraceae (Whitton, Wallace, and Jansen, 1995) in which the level of homoplasy in the IR was not necessarily lower than the single-copy regions. A possible explanation for these contrasting results is that the relationship between the level of homoplasy and the amount of divergence in cpDNA may vary at different taxonomic levels. Thus, in comparisons at higher taxonomic levels or among more divergent chloroplast genomes, homoplasy could be substantially lower in less variable regions (IR in this case).

Phylogenetic trees using only the IR region were very similar to the ones based on the entire chloroplast genome (compare Figs. 3 and 4). However, the amount of support (especially the decay value) was lower in the IR trees. This is presumably due to the smaller number of characters in IR region. Although tree topologies from the two data sets did not differ much, the lower level of homoplasy in the IR region suggests that if enough characters are generated (e.g., by using more enzymes), restriction site analysis of this region would be useful for addressing systematic questions at greater evolutionary depth (Downie and Palmer, 1992, 1994; Manos, Nixon, and Doyle, 1993).

Choosing among the competing tree topologies
Restriction site data pose special problems for phylogenetic analyses because of unequal probability of gains and losses of sites (Holsinger and Jansen, 1993; Olmstead and Palmer, 1994). Because of the much higher probability of site losses than gains (DeBry and Slade, 1985), Dollo parsimony, which prohibits parallel site gains, has sometimes been preferred over Wagner parsimony (Jansen et al., 1990). However, Albert et al. (1992) criticized the use of Dollo parsimony because it is too strict and biologically unrealistic. Instead, they suggested weighted parsimony, which places different weights on restriction site gains and losses. Holsinger and Jansen (1993) recommended that all three parsimony methods be used for restriction site data. They also recommended that the best estimate of the phylogeny be chosen by comparing likelihoods of the competing topologies.

Four major topologies were produced from the analysis of restriction site data using the three parsimony methods. These four trees differ primarily in the relationships among the four chromosomal groups (Fig. 7). Comparison of the likelihoods of the topologies revealed that the weighted tree (Figs. 6g, 7c) has the highest likelihood. It differs by 17.3 units from the next most likely topology, which is a Wagner tree. A difference of 17.3 units in log-likelihood means that for the given restriction site data, the weighted tree is 3.3 x 10 (=e) times more likely to indicate the true relationships than the Wagner tree. Similarly, the data are 1.7 x 10 (=e) times more likely given the topology in the weighted tree than the one in the Dollo tree. It is notable that the Dollo tree, which has the highest bootstrap and decay values for monophyletic groups, has the lowest likelihood value. The Kishino and Hasegawa (1989) test also indicated that the Dollo tree is significantly worse than the weighted tree, while the Wagner trees are not.

Although there are many other weighted trees, only the tree in Fig. 6g was selected for likelihood tests because all others are either identical to Wagner or Dollo trees or very similar to the one selected. Indeed, the difference in likelihoods between the one selected and another weighted tree (Fig. 6e) is only 0.86 units. This indicates that the two trees do not deviate significantly from each other compared to the differences observed in the comparisons of the major topologies. Thus, the weighted tree in Fig. 6g will be used in the discussion of character evolution of the Berberidaceae. It is noteworthy that this tree topology is very similar to the Wagner tree based on only the IR region (Fig. 4).

Chromosomal group relationships
The most important result of the restriction site analyses is the strong support of the four chromosomal groups in the Berberidaceae. This result is also congruent with trees generated in the recent studies based on nonmolecular data (Meacham, 1980; Loconte and Estes, 1989). However, relationships among the four chromosomal groups were not resolved or strongly supported in most of the trees. The only exception is the cpDNA tree reconstructed by Dollo parsimony (Fig. 5) in which two major clades of the family (x = 10, 8 and x = 7, 6) are strongly supported. However, the maximum likelihood tests indicate that the Dollo topology has the lowest likelihood. Various combinations of relationships among the chromosomal groups such as (10(7,(8,6))) or (7(10,(8,6))), (10(8,(7,6))) are also frequently observed in topologies from the three different parsimony methods. However, all other combinations (such as 6(7,(10,8)), which were observed in the rbcL tree [Kim and Jansen, 1996]) were not present. Recent molecular systematic studies based on partial sequences of the nuclear encoded gapA gene (Adachi et al., 1995) support the relationships found in the Dollo tree (Fig. 5). However, the groups in the gapA tree were also poorly supported as indicated by low bootstrap values (32–54%). Poor resolution and/or support and substantial incongruence found among the different data sets indicate that the four chromosomal lineages of the Berberidaceae may have radiated from their ancestral stock in relatively short evolutionary time.

Intergeneric relationships
The monotypic genus Nandina is the only member of the x =10 clade. The phylogenetic position of this genus has been the most controversial issue in the systematics of the Berberidaceae (Jensen, 1973; Cronquist, 1981). In most classifications the genus is either excluded from the family or positioned as a basal member (Meacham, 1980; Cronquist, 1981; Loconte and Estes, 1989; Table 1). However, the most recent sequence data from gapA (Adachi et al., 1995), rbcL (Kim and Jansen, 1996), and matK (J. Adachi et al., unpublished data) suggested that Nandina is not basal, but it is related to Caulophyllum (a member of the x = 8 group), although support for this grouping was relatively weak. The two genera also share similar vegetative branching pattern and paniculate inflorescences (Nickol, 1995). In the cpDNA trees the position of Nandina varies depending on the parsimony method employed. The genus is either basal (in one of the Wagner trees and weighted trees) or forms a monophyletic group with the x = 8 genera, or in some cases it is nested inside the family and forms a sister group to the x = 8 and 6 group (Fig. 6b). Thus, any conclusions concerning the taxonomic position of Nandina should be delayed until additional data are available. However, one can conclude with considerable confidence that Nandina does belong in the Berberidaceae and should not be given separate familial status.

The x = 8 group, corresponding to the tribe Leonticeae sensu Kosenko (1980), includes the three genera Caulophyllum, Leontice, and Gymnospermium. Loconte and Estes (1989) concluded that Leontice is more closely related to Gymnospermium because both genera have tubers, an indeterminate inflorescence, and an excalyculate flower. In this study, the monophyly of Leontice and Gymnospermium is evident, supporting the close relationship (Loconte and Estes, 1989). Bongardia, a genus that is often allied with these three genera, was not available for this analysis. However, rbcL data (Kim and Jansen, 1995, 1996) indicated that the genus forms a sister group to Achlys and Epimedium in the x = 6 group.

Restriction site data strongly support a clade consisting of Ranzania and Berberis/Mahonia. This group is also supported by several nonmolecular characters, including sensitive stamens (Kumazawa, 1937), pollen wall structure (Nowicke and Skvarla, 1981), and a base chromosome number of 7 (Loconte and Estes, 1989). This clade was recognized in recent morphological trees (Meacham, 1980; Loconte and Estes, 1989), and rbcL (Kim and Jansen, 1995, 1996) and gapA (Adachi et al., 1995) gene trees. Berberis and Mahonia comprise ~520 species that are distributed predominantly in the Northern Hemisphere and South America (Ahrendt, 1961). Thus, most berberidaceous species belong to these two closely related woody genera. A close phylogenetic relationship of these woody genera has been suggested based on several different characters (Dermen, 1931; Jensen, 1973; Terabayashi, 1978; Nowicke and Skvarla, 1981; Kim and Jansen, 1994). Monophyly of Berberis or Mahonia was not supported in the cpDNA restriction site trees. Ahrendt (1961) postulated that Berberis was derived from Mahonia by reducing leaflets to produce spines. More extensive sampling of both genera is needed to resolve generic circumscriptions. Berberis and Mahonia were often placed close to Epimedium and Vancouveria (Airy Shaw, 1973; Stearn, 1985). However, these two generic groups are nested in different chromosomal groups, indicating a remote phylogenetic relationship.

The ten herbaceous genera with base chromosome number of x = 6 form the largest generic clade in the Berberidaceae. The monophyly of this group was also proposed recently by Loconte and Estes (1989) and Kim and Jansen (1995, 1996). Two pollen characters (striate exine and discontinuous endexine; Loconte and Estes, 1989) also support this clade. Although monophyly of these genera was very weakly supported in the rbcL tree (Kim and Jansen, 1995, 1996), the amount of support in this study is very high. The basal position of Jeffersonia/Plagiorhegma within the x = 6 group is also supported by the rbcL tree, which is in conflict with the terminal position of these genera in morphological trees of Meacham (1980) and Loconte and Estes (1989). However, the plesiomorphic wood anatomy of Jeffersonia indicates that the genus diverged relatively early from other Berberidaceae (S. Carlquist, personal communication). Excluding Jeffersonia and Plagiorhegma, the rest of the genera of the x = 6 clade formed a core group, which was observed in both rbcL and ITS (internal transcribed spacer regions of nuclear ribosomal DNA) trees (Kim and Jansen, 1996). Strong coherence of the core genera was suggested only by the molecular data. Critical reexamination of previous morphological characters is required to explain this new relationship. Diphylleia formed a strong monophyletic group with Podophyllum and its allied (or congeneric) genera, Sinopodophyllum and Dysosma. Relationships among the four genera were not resolved by cpDNA restriction site data because of low levels of variation. The monophyly of the Diphylleia is not supported from this study. This is a rather surprising result because the genus is markedly different from the other three genera in anther dehiscence (longitudinal slits in Diphylleia vs. valvate in the other three genera). The inclusion of Diphylleia chinensis and additional species of Dysosma is needed to assess the monophyly of Diphylleia. The different positions of Achlys and the Epimedium group in Dollo and Wagner trees indicate the uncertain position of these genera. This is one of the major incongruences between the rbcL/ITS (Kim and Jansen, 1996) and the cpDNA restriction site trees. Achlys and the Epimedium group were monophyletic in rbcL and ITS trees. Occasional grouping of these genera in some of weighted trees indicates that restriction site data cannot unequivocally resolve relationships among the core x = 6 genera. Inclusion of Bongardia is needed for direct comparisons of the restriction site tree with the rbcL and ITS trees.

Character evolution
The independently derived cpDNA phylogeny provides opportunities to discuss evolution of other characters in the Berberidaceae. The distribution of some characters, which have been important in the systematics of the family, is plotted on the weighted tree (Fig. 8).



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Fig. 8. Distribution of six characters (a–f) on the chloroplast DNA phylogeny (weighted tree, Fig. 6g ) of the Berberidaceae. These characters are: (a) base chromosome number; (b) number of fused carpels; (c) anthers dehiscing by slits (S) or valves (V); (d) fruit a berry (B), capsule (C), or irregular (I); (e) habit woody (W) or herbaceous (H); and (f) presence (+) and absence (-) of an aril. ND indicates no data.

 
The most important feature of the cpDNA phylogeny of the Berberidaceae is the recognition of four chromosomal groups. This is the only character that is perfectly congruent with the cpDNA tree. The importance of base chromosome number in understanding relationships was also reported in the closely related family, Ranunculaceae (Johansson and Jansen, 1993; Hoot, 1995). Miyaji (1930) postulated that there was a reduction of the base chromosome number (from 8 to 7 to 6) in the evolution of the Berberidaceae. In contrast, based on cytological observations of American species of Caulophyllum, Moore (1963) hypothesized that karyotypes of Ranzania (x = 7) and Caulophyllum (x = 8) are derived from those of Epimedium (x = 6) through chromosome misdivisions. However, Kawano and Ihara (1967) observed markedly different karyotypes from the Asian species, C. robustum, and suggested that the chromosomal evolution of the Berberidaceae is more complicated.

The cpDNA tree suggests that the ancestral base chromosome number for the Berberidaceae is 10, which is in agreement with Miyaji's idea that there has been reduction of chromosome number in the family. High base chromosome numbers were also reported from two outgroup genera, Hydrastis (x = 13) and Glaucidium (x = 10) of the Ranunculaceae. These genera were sometimes included in the Berberidaceae (Kumazawa, 1930; Miyaji, 1930; Dahlgren, 1980) or thought to be intermediate between the Berberidaceae and Ranunculaceae (Kumazawa, 1937; Tobe and Keating, 1985). Recent molecular studies of Ranunculales using rbcL, atpB, and 18S nuclear ribosomal DNA sequences (Hoot and Crane, 1995) suggested that these two genera are basal in the Ranunculaceae. Thus, if the Berberidaceae and Ranunculaceae arose from common ancestral stock as has been suggested by molecular data (Hoot and Crane, 1995; Kim and Jansen, 1995, 1996), a base chromosome number of x = 10 is more parsimonious for the Berberidaceae. Critical evaluation of the chromosomal characters, including the examination of more genera, should provide valuable insights into the evolution and phylogenetic relationships among the four chromosomal groups.

Another important character in the Berberidaceae is the number of fused carpels, which was examined in detail by Chapman (1936). Genera in the family have a gynoecium of either two or three fused carpels, whereas Nandina has both conditions. This character was often rejected (Cronquist, 1981) or ignored (Meacham, 1980; Loconte and Estes, 1989) in systematic comparisons of the family. However, the presence of a gynoecium of two fused carpels provides additional support for the monophyly of the x = 6 group, if the polymorphism reported in Nandina is interpreted as the ancestral condition.

Several features of the flowers, fruits, and seeds have evolved more than two times (Fig. 8). For example, anthers dehisce by longitudinal slits in Nandina and the Podophyllum group (except for Diphylleia), genera that are very remotely positioned in different clades in cpDNA tree. However, critical examination of this character indicates that longitudinal slits may have originated several times in the family (Kumazawa, 1937; M. Nickol, personal communication). The different fruit types may have also originated multiple times. Fruit type has often been considered one of the more important taxonomic characters in the Berberidaceae (Meacham, 1980). Indeed, Bongardia has been allied to Leontice in most classification systems because they share bladder-like fruits (as well as other vegetative characters). However, rbcL and ITS sequence data (Kim and Jansen, 1996) suggested that these genera are remotely related, and that Bongardia is more closely allied to Epimedium/Achlys, which have capsules dehiscing by a single slit. Finally, the woody habit and aril of the seed have also evolved more than two times. The different origins of the woody habit were already discussed by Shen (1954) based on comparative wood anatomy.


    FOOTNOTES
 
1 The authors thank J. Bain, D. Hillis, B. Simpson, and B. Turner for critically reading an earlier version of the manuscript; B. Baldwin, J. Johansson, M. Ito, J. Wen, J. Panero, T. Philbrick, the Royal Botanic Gardens, Kew, and the Royal Botanic Garden, Edinburgh, for providing plant material. The research was supported by a grant from the ASPT and a Korean Government Fellowship to YDK and a NSF grant (DEB-9318279) to RKJ. This work is part of a doctoral dissertation submitted by the first author to the Department of Botany at the University of Texas at Austin. Back

2 Author for correspondence, current address: Department of Biology, Hallym University, Chuncheon 200-702, South Korea. Back


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