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a Department of Biology, The College of William & Mary, Williamsburg, Virginia 23187-8795
| ABSTRACT |
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Key Words: conservation Cypripedium kentuckiense Cypripedium parviflorum genetics isozymes Orchidaceae rare species taxonomy
| INTRODUCTION |
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Threats to natural populations of these species are due to human encroachment on habitat, as well as centuries of exploitation by amateur collectors. As early as the beginning of the 18th century, colonists exported various species of Cypripedium out of the country for cultivation purposes (Correll, 1950). Currently, the collection of wild Cypripedium continues at levels ranging from hobbyist (personal observation at field sites) to large-scale illegal poaching and trade (Luer, 1975; Soucy, 1979; De Pauw and Remphrey, 1993; Stolzenburg, 1993). Over some large geographic areas (e.g., Great Britain) various Cypripedium species have even been hunted to extinction (Farrell and Fitzgerald, 1989). The attractive nature of Cypripedium flowers combined with technical difficulties associated with their ex situ cultivation and propagation (Luer, 1975; Case, 1987; Stoutamire, 1989), have resulted in increased collection pressure and subsequent rarity of various Cypripedium species. The development of seed germination techniques for cultivation has been especially difficult (Arditti, 1982; Ballard, 1987; De Pauw, Remphrey, and Palmer, 1995; Rasmussen, 1995). Therefore, most nurseries that sell Cypripedium species must usually replenish their stocks from wild stands (De Pauw and Remphrey, 1993).
Conservation efforts for taxa affiliated with the North American yellow lady's slippers (the Cypripedium parviflorum Salisb. complex) have also been encumbered by over 200 years of taxonomic debate. Most of this debate focuses on taxonomic interpretations of the vast amount of morphological, ecological, and genetic variation present in this species complex (e.g., Correll, 1950; Newhouse, 1976; Case, 1993). The debate began in 1791 when Salisbury segregated all North American yellow Cypripedium from the Eurasian C. calceolus L. and called the North American entity C. parviflorum. In 1802 Willdenow further segregated the North American plants into two species, C. parviflorum and C. pubescens Willd. Many additional species and subspecific segregations followed with emphasis on the delimitation of the variation present in C. pubescens as well as the taxonomic delimitation of C. parviflorum and C. pubescens [see Correll (1938) and Newhouse (1976) for reviews]. Most of the segregates (e.g., vars. planipetalum Fernald, flavescens DC, and veganum Cockerel) are not currently recognized (Sheviak, 1995). Another issue of debate has been the taxonomic rank at which these taxa are recognized (Atwood, 1985a). Correll, Fernald, and others have recognized the North American entities as varieties of one highly polymorphic species, C. calceolus [e.g., C. calceolus var. parviflorum (Salisb.) Fernald and C. calceolus var. pubescens (Willd.) Correll]. As currently recognized by Sheviak (1994, 1995), the North American Cypripedium parviflorum complex consists of three highly morphologically and genetically variable varieties of C. parviflorum [vars. parviflorum, pubescens (Willd.) Knight, and makasin (Farwell) Sheviak] as well as three other closely related species, C. candidum Muhlenb. ex Willd., C. montanum Douglas ex Lindley, and C. kentuckiense C. Reed. Although investigation and debate concerning this taxonomy (especially with regard to subspecific taxonomy of C. parviflorum) are still ongoing (e.g., Wallace, 1997), this paper will use the most current taxonomy of Sheviak.
Taxonomic difficulties within this group have caused rare putative taxa to be recognized previously as extreme variants of more common and widespread taxa. This problem is most evident in Cypripedium kentuckiense (the Kentucky or Rafinesque's lady's slipper), a recent species segregate of the Cypripedium parviflorum complex. Prior to its valid description (Reed, 1981), Cypripedium kentuckiense was considered to be either an unusual form of the common yellow lady's slipper, Cypripedium parviflorum var. pubescens (e.g., Correll, 1950) or a distinct species [e.g., Soukup (1977) named the species C. daultonii Soukup but did not cite a type specimen or provide a detailed description or Latin diagnosis]. The common yellow lady's slipper is the most morphologically and ecologically variable entity within the complex and it occurs in over 40 states and throughout most of Canada (Luer, 1975; Sheviak, 1995). Interpretation of its morphology is complicated by high levels of phenotypic and genotypic diversity (Case, 1993; Sheviak, 1995). Therefore, considerable confusion has also surrounded the formal recognition and circumscription of C. kentuckiense [see Atwood (1984) and Brown (1995) for a detailed taxonomic history of C. kentuckiense]. Consequently, there is still some debate as to whether this entity should receive taxonomic recognition.
Since its valid description in 1981 and subsequent publicity (e.g., Atwood, 1985b), many botanists and organizations have sponsored regular searches for additional populations of C. kentuckiense. Currently, 156 populations of this taxon are known with most populations (68%) occurring in only two states, Arkansas and Kentucky (Weldy et al., 1996). Other states with C. kentuckiense populations include Louisiana (12.2%), Tennessee (5.7%), Texas (5.1%), Oklahoma (4.5%), Alabama (2.6%), Mississippi (1.3%), and Virginia (0.6%). It is currently listed with a global rank of category 3 (very rare and local throughout its range) and a federal rank of category 2 (possibly threatened but more data on biological vulnerabilities and anthropogenic threats are needed; Department of the Interior, 1993). Most states consider it to be critically imperiled and very vulnerable to extirpation. The lack of documentation of potential threats to C. kentuckiense and past taxonomic confusion over morphological variation in the C. parviflorum complex have probably impeded the inclusion of C. kentuckiense in the federal endangered and threatened list.
In 1995, an exceptional range extension for C. kentuckiense was made when a large population of this taxon was discovered in eastern Virginia. The Virginia population is located in a habitat commonly reported for this species, a sandy stream bottom within a steep calcareous ravine. One interesting feature of this population is its size. Over 120 individuals were found in this uncharacteristically large population. In the survey of Weldy et al. (1996), population sizes of C. kentuckiense were typically very small (under 20 individuals). To characterize the morphology of the Virginia population, Weldy et al. (1996) conducted univariate and multivariate morphometric analyses of C. kentuckiense from Virginia and from western populations, and of C. parviflorum var. pubescens from several states. These analyses revealed that the Virginia population consisted of individuals that were not significantly different from more western C. kentuckiense individuals, but were significantly different from C. parviflorum var. pubescens individuals. Therefore, it was concluded that the Virginia population was C. kentuckiense. However, several individuals in this population approached the dimensions of C. parviflorum var. pubescens, and it was suggested that the Virginia population might either be introgressed with C. parviflorum var. pubescens, or be displaying signs of prolonged genetic isolation (Weldy et al., 1996).
This paper addresses the taxonomic debate concerning the status of C. kentuckiense as well as the level and distribution of genetic variation in C. kentuckiense compared to C. parviflorum var. pubescens. Specifically, isozyme variation was examined at 12 loci in eight populations of C. kentuckiense and 14 populations of C. parviflorum var. pubescens to address the following questions: (1) how genetically similar are C. kentuckiense and C. parviflorum var. pubescens? (2) do these taxa have similar levels and distributions of genetic variation? (3) do the isozyme data support the continued recognition of C. kentuckiense as a distinct species? and (4) does the disjunct population of C. kentuckiense discovered in Virginia show the effects of genetic isolation from other C. kentuckiense populations? The populations analyzed genetically in this study include the same set of populations used in the morphological analyses of Weldy et al. (1996). Information from both analyses should help resolve the ongoing debate over the taxonomic status of C. kentuckiense, as well as provide conservation biologists with basic knowledge concerning the geographic distribution of genetic variation in C. kentuckiense. These results should also aid future re-evaluations of the potential addition of C. kentuckiense to the federal endangered and threatened species list.
| MATERIALS AND METHODS |
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All statistics were calculated with the program BIOSYS-1 (Swofford and Selander, 1989) and include the percentage of polymorphic loci (P; a locus was considered polymorphic if greater than one allele was present), alleles per locus (A), and observed and expected heterozygosities. Each of these statistics was calculated at the species as well as population level for each taxon. Alleles per locus and heterozygosity estimates were calculated using all loci. For each polymorphic locus in each population, the exact probability of the genotypic array under the assumption of random mating was calculated. Loci were considered to show significant departure from Hardy-Weinberg equilibrium when probabilities were equal to or below 0.05. Taxonomic differentiation was evaluated using Nei's (1978) unbiased genetic identity values and Cavalli-Sforza and Edwards (1967) chord distance. The latter was chosen for use in a cluster analysis using an unweighted pair-group method with arithmetic averaging (UPGMA). The UPGMA dendrogram using Cavalli-Sforza and Edwards chord distance is reported herein because it resulted in the highest cophenetic correlation of the 13 distance and identity measures calculated by BIOSYS-1. Inbreeding coefficients and the amount of variation distributed among populations for populations within a taxon were evaluated using Wright's (1965) F statistics. In this analysis, FIS is the estimated inbreeding coefficient due to nonrandom mating within populations, FST is the amount of variation distributed among populations, and FIT is the amount of inbreeding due to the combined effects of inbreeding within populations and genetic drift among populations.
| RESULTS |
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The overall consistency of most loci with Hardy-Weinberg expectations is reflected in the average FIS values that are at or near zero (e.g., 0.032 in C. parviflorum var. pubescens and -0.076 for C. kentuckiense; Table 3). However, some loci in C. parviflorum var. pubescens (e.g., Pgm2 and Tpi1) have higher and positive FIS values (0.141 and 0.189, respectively), while other loci (e.g., Gdh) have lower values (-0.131). Average overall structure (FIT) was slightly higher for C. parviflorum var. pubescens (0.190) than for C. kentuckiense (0.120). A substantial portion of the FIT values in both taxa was due to allele frequency variance among populations (as measured by FST). Average FST values were 0.163 in C. parviflorum var. pubescens and 0.182 in C. kentuckiense.
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| DISCUSSION |
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These two species differ dramatically in their observed levels of genetic variation, although there are no apparent differences in their life history characteristics that might account for these genetic differences. In a review paper, Hamrick and Godt (1989) found that a plant species' geographic range and breeding system accounted for the greatest proportion of variation in population levels of genetic diversity. Although C. kentuckiense and C. parviflorum var. pubescens share many biological similarities, they do differ substantially in geographic ranges and number of populations. The average population values of the percentage of polymorphic loci, alleles per locus, and expected heterozygosity for species with wide distributions (43% and 1.72 and 0.159, respectively; Hamrick and Godt, 1989) are comparable to those values found in the widespread C. parviflorum var. pubescens (57.7% and 1.69 and 0.167). In contrast, Cypripedium kentuckiense has population diversity values (12.5% and 1.15 and 0.042) that are closer to the mean values calculated for populations of endemic taxa (26% and 1.39 and 0.063). However, C. kentuckiense has a wide geographic range (from Texas to Virginia) compared to many endemic taxa included in studies of allozyme variation (e.g., Loveless and Hamrick, 1988; Purdy and Bayer, 1995).
The interspecific genetic differences among C. kentuckiense and C. parviflorum var. pubescens are substantially greater than the genetic differences found among varieties of C. parviflorum. For example, Case (1993) found no consistent allele frequency differences that distinguished varieties of C. parviflorum in the northeastern United States. Wallace (1997) expanded the analysis of varietal variation in C. parviflorum to populations in the southeastern United States and also concluded that the isozyme variation examined could not discriminate among varieties parviflorum and pubescens. The lack of diagnostic genetic differentiation among subspecific taxa is relatively common among taxa that are not allopatric or ecologically separated (Crawford and Smith, 1984; Heywood and Levin, 1984; Wolf, Soltis, and Soltis, 1991). A lack of intraspecific genetic differentiation has also been found in two other orchid species examined, Orchis morio (Rossi et al., 1992) and O. papilionacea (Arduino et al., 1995). In these studies, the authors concluded that this lack of isozyme differentiation among conspecific populations demonstrated a lack of intraspecific taxa. The isozyme results for Cypripedium combined with morphological differences previously observed between C. parviflorum var. pubescens and C. kentuckiense (Weldy et al., 1996) provide strong support for the continued recognition of C. kentuckiense as a distinct species.
The level of genetic divergence between C. kentuckiense and C. parviflorum var. pubescens bares striking similarities to another species pair in this complex that includes C. parviflorum. Cypripedium candidum is a midwestern taxon that inhabits wet prairies and fens. It is morphologically similar to C. parviflorum, but is smaller and has a white labellum. This taxon can be found in hybrid swarms with C. parviflorum in transitional habitats where the two co-occur (Actor, 1984; Klier, Leoschke, and Wendel, 1991). The C. candidum-C. parviflorum species pair have a relatively high interspecific genetic identity (0.79) due to the occurrence in C. candidum of several loci that are nearly fixed for the highest frequency alleles of C. parviflorum. Similar to C. kentuckiense, there are few unique alleles in C. candidum (Case, 1994). For the rare taxon in both species pairs, the number of polymorphic loci, number of alleles per locus, and levels of heterozygosity are dramatically reduced and appear to be a subset of variation found in the more widespread C. parviflorum. For example, measures of genetic diversity at the species level in C. kentuckiense are approximately two- to fourfold lower than C. parviflorum var. pubescens. Similar genetic patterns for species pairs are frequently reported in the literature and are often interpreted as an indication of a progenitor-derived species association (see reviews in Crawford, 1983; Pleasants and Wendel, 1989; Edwards and Wyatt, 1994). Furthermore, the reduced level of genetic variation in the rare taxon is consistent with the occurrence of a genetic bottleneck during its evolutionary history (Leberg, 1992). However, it is usually not known whether a bottleneck occurred before or after speciation. An interesting result from the Cypripedium data is that the C. parviflorum-C. candidum and C. parviflorum-C. kentuckiense species pairs both possess genetic patterns consistent with progenitor-derived associations. These data are consistent with the hypothesis that C. parviflorum has been the progenitor of two extant taxa and that C. kentuckiense and C. candidum have a high degree of allelic similarity because they share many of the highest frequency alleles of C. parviflorum. These two taxa may have experienced the same genetic bottleneck prior to their phylogenetic separation or, alternatively, two independent genetic bottlenecks could have occurred. Recent DNA sequence data for a large number of Cypripedium taxa (including those taxa in the present study) indicate a very close affinity of C. kentuckiense to C. candidum, placing them as sister taxa in a cladistic analysis (Cox, 1994).
There has been much speculation in the literature concerning evolutionary processes in the Orchidaceae (e.g., Darwin, 1884; Garay, 1960; Dodson et al., 1969; Dressler, 1981; Benzing and Atwood, 1984; Kiester, Lande, and Schemske, 1984; Benzing, 1986; Nilsson, 1992). One of the commonly discussed themes is the likelihood that genetic bottlenecks and other forms of genetic drift contribute to the orchid speciation process (e.g., Dodson and Gillespie, 1967; Gill, 1989). These ideas are largely derived from the combined observations of patchy orchid distributions, small population sizes, and dust-like seeds that appear to have the potential to travel great distances and establish small, genetically isolated founder populations. One genetic expectation from this pattern of colonization would be a relatively high level of genetic variation distributed among populations [i.e., a high GST or the equivalent FST value]. This could be produced by repeated genetic bottlenecks during the colonization process. Based on the published isozyme studies of outbreeding orchid taxa reviewed in this study (Scacchi, Lanzara, and De Angelis, 1987; Scacchi and De Angelis, 1989; Scacchi, De Angelis, and Lanzara, 1990; Corrias et al., 1991; Scacchi, De Angelis, and Corbo, 1991; Peakall and Beattie, 1991; Rossi et al., 1992; Case, 1994; Arduino et al., 1995, 1996; Sun, 1996), there is no clear trend in GST values. In fact, GST values vary widely, ranging from less than 0.09 up to 0.75 with a grand mean of 0.159 [SE = 0.026; in a few cases, GST values in the above studies were recalculated to conform to the commonly reported methods of Nei (1973)]. This extensive variation in orchid GST values is not expected since the extent of among-population genetic variation is most highly correlated with the breeding system and life form of the plant (Hamrick and Godt, 1989). These factors would be highly similar for the taxa included in the above orchid studies. Another interesting result is that the grand mean GST value for the orchid studies cited above (this includes the means for the taxa in the present study, 0.163 and 0.182) is slightly smaller than averages reported by Hamrick and Godt (1989) for long-lived herbaceous perennials (0.213, SE = 0.144) or animal outcrossed taxa (0.197, SE = 0.017). This result suggests that, on average, orchids do not show higher levels of genetic differentiation among populations relative to other plants with similar life history characteristics. However, the large variance in GST values among orchid studies also indicates that the relative magnitude of a GST value for any specific orchid taxon is not easy to predict. This conclusion even applies to orchid taxa that appear nearly identical in their life history characteristics. The mean value of GST for the orchid taxa reviewed in the present study (calculated from 24 taxa) may be affected by the relatively low number of published isozyme studies in the Orchidaceae. Furthermore, there is a biased representation of some genera (e.g., Orchis) as well as a strong bias towards temperate species. For Cypripedium taxa in the present study, it is interesting to note that although genetic bottlenecks are apparently uncommon at the population level, significant bottlenecks involving C. parviflorum may have occurred on two occasions. This result suggests that genetic bottlenecks in this genus may be relatively rare, but that they may be associated with the formation of new taxa.
Although the major allele distribution does not indicate extensive among-population variation in C. kentuckiense, it is evident from this study that potentially significant geographic variation can exist among minor alleles. This especially applies to the differences found between the Virginia population of C. kentuckiense and the more western populations of this taxon. The Virginia population differs qualitatively from the western sites in three ways: (1) it lacks the high-frequency allele (Got2-d) that is present in all sampled western populations, (2) it contains an allele (Got2-e) that is present in all C. parviflorum var. pubescens populations but is not found in any other C. kentuckiense population, and (3) it contains a moderate-frequency, population-specific allele (Pgm1-d). Although there are several possible historical scenarios to explain these findings, one of the most parsimonious explanations is that there was an early eastern/western reduction of gene flow in C. kentuckiense prior to the evolution of Got2-d in the west and Pgm1-d in the east. The Virginia population would have also retained a putative ancestral allele Got2-e or acquired it through introgression with C. parviflorum. Because there was no evidence of possible introgression at other loci in the Virginia population and no C. parviflorum have been found near this population, the retention of an ancestral allele from C. parviflorum var. pubescens appears to be the most likely explanation. To examine further the hypothesis of an early eastern/western split of C. kentuckiense populations, it will be necessary to locate and study additional populations of C. kentuckiense in the east. This additional data could be used to test the hypothesis that the Virginia population represents a remnant from a larger historical range for C. kentuckiense rather than a recent dispersal and colonization event from the west.
Given the relatively low levels of genetic variation in C. kentuckiense and the existence of populations with unique genetic variation (e.g., the Virginia population), we think it would be helpful for management efforts to attempt to maintain large population sizes and document existing threats to populations including biological and anthropogenic threats. These efforts will be especially important for any future re-evaluation of C. kentuckiense for the federal endangered and threatened species list. Lastly, the very high genetic and morphological similarity between C. parviflorum and C. kentuckiense might also be important for conservation efforts. Since manipulation of C. kentuckiense populations could endanger them, effective management techniques could be developed for C. parviflorum, which is more abundant and apparently less vulnerable to extirpation. The management techniques developed for C. parviflorum could be evaluated for transfer to C. kentuckiense populations.
| FOOTNOTES |
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2 Author for correspondence: 757-221-2223 (phone), 757-221-6483 (FAX), macase{at}facstaff.wm.edu
(e-mail). ![]()
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