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(American Journal of Botany. 1998;85:1338-1351.)
© 1998 Botanical Society of America, Inc.


A chloroplast DNA phylogeny of lilacs (Syringa, Oleaceae): plastome groups show a strong correlation with crossing groups1

Ki-Joong Kim3,a and Robert K. Jansenb

a Department of Biology, Yeungnam University, Keongsan, Keongbuk, Korea 712-749; b 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
 
Phylogenetic relationships and genomic compatibility were compared for 60 accessions of Syringa using chloroplast DNA (cpDNA) and nuclear ribosomal DNA (rDNA) markers. A total of 669 cpDNA variants, 653 of which were potentially phylogenetically informative, was detected using 22 restriction enzymes. Phylogenetic analyses reveal four strongly supported plastome groups that correspond to four genetically incompatible crossing groups. Relationships of the four plastome groups (I(II(III,IV))) correlate well with the infrageneric classification except for ser. Syringa and Pinnatifoliae. Group I, which includes subg. Ligustrina, forms a basal lineage within Syringa. Group II includes ser. Syringa and Pinnatifoliae and the two series have high compatibility and low sequence divergence. Group III consists of three well-defined species groups of ser. Pubescentes. Group IV comprises all members of ser. Villosae and has the lowest interspecific cpDNA sequence divergences. Comparison of cpDNA sequence divergence with crossability data indicates that hybrids have not been successfully generated between species with divergence greater than 0.7%. Hybrid barriers are strong among the four major plastome groups, which have sequence divergence estimates ranging from 1.096 to 1.962%. In contrast, fully fertile hybrids occur between species pairs with sequence divergence below 0.4%. Three regions of the plastome have length variants of greater than 100 bp, and these indels identify 12 different plastome types that correlate with phylogenetic trees produced from cpDNA restriction site data. Biparentally inherited nuclear rDNA and maternally inherited cpDNA length variants enable the identification of the specific parentage of several lilac hybrids.

Key Words: crossing group • genomic compatibility • lilacs • plastome group • Oleaceae • sequence divergence • Syringa


    INTRODUCTION
 TOP
 ABSTRACT
 INTRODUCTION
 MATERIALS AND METHODS
 RESULTS
 DISCUSSION
 REFERENCES
 
Lilacs (Syringa) are one of the most widely cultivated ornamental trees and shrubs in temperate regions of the world. Several hundred cultivars have been developed from 22 to 28 wild species through extensive hybridization and artificial selection (McKelvey, 1928; Sax, 1945; Pringle, 1981; Fiala, 1988). Syringa has a native distribution in temperate regions of Eurasia, especially northeastern Asia and southeastern Europe (Fig. 1). Two wild species occur in eastern Europe (Green, 1972), and the majority of the species occur in northeastern Asia (Lee, 1979; Chang et al., 1992; Yamazaki, 1993). Syringa is divided into two subgenera and one of these, subg. Ligustrina, only includes two species (S. reticulata and S. pekinensis). The second subgenus, Syringa, is divided into the four series Syringa, Villosae, Pubescentes, and Pinnatifoliae (Rehder, 1945; Harborne and Green, 1980).



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Fig. 1. Disjunct distribution pattern of Syringa in Eastern Europe and Asia; S. vulgaris and S. josikaea occur in southeastern Europe and the remaining 20–26 species in Asia, especially in China and Korea.

 
Interspecific hybridization has generally been successful within each series of Syringa, although incompatibility has been encountered in some cases (Sax, 1945; Pringle, 1977). In contrast, interseries hybridization has generally been unsuccessful even though numerous attempts have been made (reviewed in Pringle, 1981). The only successful interseries hybrid is known between members of ser. Syringa and the monotypic ser. Pinnatifoliae (Anderson and Rehder, 1935). In spite of their horticultural importance, no comprehensive systematic study of lilacs has been completed since McKelvey's taxonomic treatment in 1928. The circumscription of several species is still problematic because many taxa are defined by leaf shape or floral size, characters that are variable in cultivation (Rehder, 1928).

Many previous studies have demonstrated congruence among phylogenetic trees generated separately by both morphological and chloroplast (cpDNA) data (reviewed in Olmstead and Palmer, 1994). Some conflicts have been observed, especially in plant groups having a high incidence of interspecific hybridization (reviewed in Soltis et al., 1991; Rieseberg and Brunsfeld, 1992; Soltis and Kuzoff, 1995). Crossing data, however, are rarely compared to cpDNA data because both types of data are often unavailable (e.g., Doyle, Doyle, and Brown, 1990). An abundance of crossing information for Syringa provides an opportunity to evaluate the relationship between plastome and crossing groups.

In this paper, we examine phylogenetic relationships among species of lilacs using cpDNA restriction site analysis. We identify the parents of various putative interspecific hybrids using maternally inherited cpDNA and biparentally inherited nuclear ribosomal DNA (rDNA). The relationship between levels of cpDNA divergence and genetic compatibility based on the crossing data is also examined. Finally, we discuss several systematic issues in Syringa, including the origin of disjunct distribution patterns and the evolution of selected morphological and chemical characters.


    MATERIALS AND METHODS
 TOP
 ABSTRACT
 INTRODUCTION
 MATERIALS AND METHODS
 RESULTS
 DISCUSSION
 REFERENCES
 
Sources of plant materials for the 58 samples of Syringa and eight outgroup genera included in this study are listed in Table 1. Total DNAs were extracted from 2 to 5 g of leaf tissue pulverized in liquid nitrogen following the standard CTAB method of Doyle and Doyle (1987). For species in ser. Pubescentes, which contained large amounts of mucilage, up to 20 g of fresh leaves were ground with 200 mL of sorbitol extraction buffer (Palmer, 1986) and filtered through three layers of miracloth. Total cell organelle pellets were recovered by centrifugation (10 000 g, 10 min, 4°C), and DNAs were then extracted from the pellets using the CTAB method. All DNAs were further purified by cesium chloride/ethidium bromide gradients.


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Table 1. List of Syringa accessions examined for chloroplast and nuclear ribosomal DNA variation, classified following Rehder (1945). Accession numbers after each species name are from the Arnold Arboretum unless otherwise indicated. Collector, collection number, and native locality when known follow accession numbers. Taxon number is given in parentheses after locality. Detailed information for the origin of living material is available from the corresponding author.

 
DNAs were digested with 22 restriction endonucleases (AvaI, AvaII, AseI, BamHI, BanI, BanII, BclI, BglII, BstNI, BstXI, ClaI, DraI, EcoRI, Eco109I, EcoRV, HaeII, HincII, HindIII, NciI, NsiI, XbaI, XmnI), and the resulting fragments were separated on 1–1.6% gels depending on the number of expected restriction fragments. Bidirectional transfer of the DNA from agarose gels to Zetabind nylon filters (AMF Cuno, Meriden, CT), radioactive labeling of 43 cloned tobacco cpDNAs (Olmstead and Palmer, 1992), filter hybridization, and autoradiography were performed as described in Palmer (1986). In addition, DNA from S. vulgaris was digested with the same 22 enzymes, transferred to nylon membranes, and hybridized to 106 small cpDNA probes from tobacco (Palmer et al., 1994) to construct detailed gene and restriction site maps (K.-J. Kim and R. Jansen, unpublished data). Restriction site maps of cpDNAs for all other species were constructed using the S. vulgaris maps as a reference.

A data matrix encoding the presence or absence of each restriction site for each cpDNA was generated from the maps. Regions containing insertions or deletions (indels) greater than 100 bp were not included (see Results) due to the difficulty in determining homology of sites. For the nuclear rDNA study, a clone containing the entire Helianthus repeat (provided by M. Arnold) was used for the filter hybridizations. Nuclear rDNA data were used only for the identification of hybrids.

Eight genera of Oleaceae, Abeliophyllum, Forsythia, Chionanthus, Fraxinus, Ligustrum, Olea, Osmanthus, and Parasyringa, were included in phylogenetic analyses as possible outgroups. Forsythia and Abeliophyllum were initially selected as remote outgroups because they are in the subfamily Jasminoideae, whereas all other genera are in the subfamily Oleoideae with Syringa (Taylor, 1945; Johnson, 1957). Preliminary phylogenetic analyses using these outgroups identified both Parasyringa and Ligustrum as the sister groups to Syringa. Thus, only these two genera were used as outgroups in subsequent phylogenetic analyses.

Phylogenetic analyses were performed with Wagner parsimony using PAUP (Swofford, 1993; version 3.1.1). The amount of phylogenetic signal was evaluated using the G1 value (Hillis, 1991) and the cladistic permutation tail probability (PTP) test (Faith and Cranston, 1991; see below). Heuristic searches employed the tree bisection reconnection (TBR) branch swapping to find the most parsimonious (MP) trees for the data set of all 60 taxa. To identify multiple islands of equally parsimonious trees (Maddison, 1991), 1000 random entries were performed. Bootstrap analysis (Felsenstein, 1985) included 1000 replicates using TBR branch swapping without MULPARS and either accelerated (ACCTRAN) or delayed character transformations (DELTRAN).

The data set was reduced to 24 taxa, including 22 ingroup and two outgroup species for more rigorous phylogenetic analyses. The branch-and-bound search option (Hendy and Penny, 1982) was employed for the reduced data set. Support for each clade in the 24-taxa tree was evaluated using three methods, bootstrapping (Felsenstein, 1985; Sanderson, 1989), decay analysis (Bremer, 1988, 1994; Hillis and Dixon, 1989), and the topology-dependent cladistic permutation tail probability (T-PTP) test (Faith, 1991). Bootstrap analyses were repeated 1000 times using TBR without MULPARS and either ACCTRAN or DELTRAN.

For the PTP (Faith and Cranston, 1991) and T-PTP tests (Faith, 1991) all autapomorphic characters were removed from the data matrix and the remaining characters were permuted among taxa. The 99 randomized data sets were generated by a Macintosh version of randomization software (written by J. Huelsenbeck). Outgroup taxa were added to the data matrix after randomization according to the suggestion of Faith and Cranston (1991). An original and 99 randomized data sets were analyzed as a single large batch file of PAUP. Branch-and-bound searches were used for PTP tests. As an indicator of significance of cladistic structure, the PTP value (Faith and Cranston, 1991) was calculated by comparing tree lengths from the original and randomized data sets.

All clades in the reduced tree were subjected to the T-PTP test. The monophyly and nonmonophyly of each clade were evaluated for the original and 99 randomized data sets. A total of 42 000 PAUP analyses (100 data sets x 21 clades x 2 for different character transformations x 10 random entries) were performed using the TBR option. To calculate T-PTP values, the tree length difference between the monophyly and nonmonophyly tests of each clade (calculated as the minimum length under nonmonophyly minus the minimum length under monophyly) was first determined for the original data set. Following this step, length differences between the monophyly and nonmonophyly tests of each clade were calculated for the 99 randomized data sets. Then, length differences in each clade for the original data set were compared to those of the 99 randomized data sets. The proportion of length difference values from 99 randomized data sets equal or larger than the difference value from the original data was referred to as the T-PTP value (Faith, 1991). A T-PTP value equal to or greater than 0.05 was considered as a clade that does not have significant support for its monophyly.

Sequence divergence values between species were calculated using Eqs. 9 and 10 of Nei and Li (1979) for all pairwise comparisons among the 22 ingroup taxa. Different r values were employed for the 5- and 6-bp (base pair) recognition enzymes, but r values were not corrected for enzymes that recognize multiple sequences. As a result, sequence divergence values may be slightly underestimated (Nei, 1987).


    RESULTS
 TOP
 ABSTRACT
 INTRODUCTION
 MATERIALS AND METHODS
 RESULTS
 DISCUSSION
 REFERENCES
 
Chloroplast DNA restriction site variation
The 22 enzymes identified an average of 1226 restriction sites in the chloroplast genome of each species, excluding the three regions with substantial length variation (see next section). This represents a sampling of 5.7% of the genome. Nine hundred and fifty invariant sites were detected among all taxa of Syringa. The number of variable sites among accessions of Syringa and the two outgroup genera was 669, 653 of which were potentially phylogenetically informative (a copy of the data matrix is deposited in TEX/LL and is available from K.-J. Kim).

The 669 variable restriction sites were used as characters in phylogenetic analyses. Wagner analyses of all 60 taxa produced two equally parsimonious trees with a length of 919 (including autapomorphies), a consistency index (CI) of 0.723 (excluding autapomorphies), and a retention index (RI) of 0.953. The two trees differed only in the relative positions of S. meyeri, S. microphylla and a putative hybrid between these species. As a result, the strict consensus tree showed a trichotomy at the node involving these three taxa (Fig. 2). The cpDNA tree revealed four plastome clades that correspond to four crossing groups (see bold lines in Fig. 2). Group I was basal in Syringa and included the two tree species, S. pekinensis and S. reticulata, and their varieties of subg. Ligustrina. The two species of this subgenus showed substantially divergent plastome types from the other three groups, differing by at least 71 restriction site changes (Fig. 2). Plastome groups II–IV were monophyletic, supported by 26 synapomorphies and a 94% bootstrap value. These three groups corresponded to subg. Syringa. Group II included the monotypic ser. Pinnatifoliae and all species of ser. Syringa. Groups III and IV were represented by ser. Pubescentes and Villosae, respectively.



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Fig. 2. Strict consensus tree of two most parsimonious trees based on chloroplast DNA restriction site analysis. The tree has 919 steps, a CI of 0.723 (without autapomorphies), and a RI of 0.953. Bold lines circumscribe four plastome groups (I, II, III, and IV), which correspond to four crossing groups. Numbers of supporting characters in ACCTRAN are given above each node and bootstrap percentages are given below. Multiple accessions for each taxon are numbered in the order given in Table 1 . Arrowheads indicate 12 length variants in the 5' region of accD and the noncoding regions between trnN and ndhF and atpH and atpI . Three deletions (-1200 bp, -600 bp, and -300 bp) in the 5' region of accD are mapped.

 
Clade support analyses
To evaluate the amount of support for each clade all hybrids and horticultural varieties were removed, resulting in 22 Syringa species and two outgroup genera. This reduced matrix consisted of 651 variable and 471 potentially informative sites. A single most parsimonious (MP) tree was obtained by branch-and-bound searches using Wagner parsimony. The tree (Fig. 3) had a length of 832 (including autapomorphies), a CI of 0.722 (excluding autapomorphies), and a RI of 0.897. The tree topology for the reduced data set (Fig. 3) was identical to the tree from the full data set (Fig. 2) with regard to the circumscription and relationships of plastome groups and species. The G1 value of -0.512 indicated that there was strong phylogenetic signal in the reduced data set (Hillis and Huelsenbeck, 1992).



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Fig. 3. The single most parsimonious tree from a 24-taxa analysis based on the chloroplast DNA restriction site data. The tree was generated by the branch-and-bound option and has 832 steps, a CI of 0.722 (without autapomorphies), and a RI of 0.897. Arabic numbers (1–21) above each node indicate the clade numbers in Table 2 . Clade support values including the number of supporting characters, bootstrap percentage, decay index, and T-PTP, are given in Table 2 . Letters A-I on nodes indicate the direction of change of seven morphological characters and one chemical compound. Black and shaded bars indicate nonhomoplastic and homoplastic character changes, respectively. Character transitions are: A = shrub -> tree, B = short -> long corolla tubes, C = inserted {longleftrightarrow} exserted anthers (reversal), D = simple {longleftrightarrow} compound leaves (reversal) or simple {twoheadrightarrow} compound or laciniate leaves (parallelism), E = presence -> absence of hairs with mucilage, F = lateral {longleftrightarrow} terminal position of inflorescences (reversal), G = erect -> pendulous habit of panicles, and H = presence {twoheadrightarrow} absence of flavone glycosides (parallelism).

 
All 471 synapomorphic sites (excluding outgroups) were permuted randomly among taxa, and 99 randomized data sets were analyzed by the PTP test. The original data set yielded a MP tree with a length of 652 steps using the 471 informative characters. The tree lengths of 99 randomized data sets ranged from 1745 to 1794 steps. As a result, the PTP value was 0.01. Furthermore, the shortest tree from random data was 1093 steps longer than the tree from original data. Thus, the PTP test indicated strongly that the cpDNA data of Syringa was far from random and contained significant cladistic structure.

There were 21 clades in the 24-taxa trees (Fig. 3). The degree of clade support was evaluated by the number of supporting characters both with ACCTRAN and DELTRAN character-state optimization, the numbers of nonhomoplastic characters, decay index, bootstrap percentages, and the T-PTP values (Table 2).


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Table 2. Summary of clade support indices in Fig. 3. Clade numbers are from Fig. 3. Abbreviations are: NC = the total number of supporting characters based on ACCTRAN() and DELTRAN() character optimization, NH = number of nonhomoplastic supporting characters, BP = bootstrap percentages from 1000 replicates, DI = the decay index, and T-PTP = the topology-dependent permutation tail probability values.

 
The number of supporting characters ranged from one to 85 depending on the clade, with the largest number of synapomorphies supporting the monophyly of plastome group III (clade 8), which corresponds to the ser. Pubescentes. At least 37 characters supported the monophyly of each of the three other major plastome groups (clades 2, 4, and 13). Only three clades (18, 20 and 21) were supported by fewer than nine synapomorphies and all occurred within plastome group IV (ser. Villosae). The distribution of supporting characters for each clade differed depending on which character transformation method (ACCTRAN or DELTRAN) was used (Table 2). Most characters (321 out of 471 synapomorphies) changed only once on the tree. Most homoplastic characters changed two (122) or three times (25). Only three characters changed four times and none of the characters changed more than four times. The numbers of nonhomoplastic characters at each node ranged from 0 to 66. Ten of the 21 clades had fewer than 10 nonhomoplastic characters, including three with zero (clades 18, 20, and 21) within plastome group IV (Table 2).

Ten of 21 clades had 100% bootstrap values (Table 2), including the four plastome groups and several clades within each group. Clades supported by one or two characters had low bootstrap values (clades 18 and 21). In addition, some clades (5, 9, and 14) with more than nine character changes also had relatively low (less than 80%) bootstrap values. In contrast, clade 20, which was supported by only three homoplastic characters, had a 96% bootstrap value.

There were 4, 8, 21, 49, 81, 133, 228, 318, 458, and 675 trees at 1, 2, 3, 4, 5, 6, 7, 8, 9, and 10 step(s) longer than the MP tree, respectively. Six clades (5, 9, 14, 18, 20, and 21) collapsed in trees with fewer than four added steps. Ten clades, including all those leading to the four major plastome groups, had decay indices >10 (Table 2).

Monophyly of all clades except node 21 was supported significantly by the T-PTP tests (Table 2). The monophyly of clade 21 was rejected nine times from 99 randomized data sets (T-PTP value = 0.10). This was the only node that was not supported at a 0.05 probability level (95% confidence).

Length variation
Several regions of the Syringa chloroplast genome showed length variation, but most indels were <100 bp. Only three regions had indels >100 bp (Table 3), and these were omitted from phylogenetic analyses because of the uncertainty of homology of restriction sites. However, the indels provided independent phylogenetic information, especially for identification of hybrids. Length variation in the accD region illustrated group-specific deletion patterns (Fig. 4). Plastome groups I and II (Fig. 2) shared a 1400-bp fragment with the outgroup genera. Members of plastome group III shared a 1200-bp deletion supporting the monophyly of ser. Pubescentes. Plastome group IV (ser. Villosae) had taxa with fragment patterns of 800 bp and 500 bp (Fig. 2). The most parsimonious interpretation of these indels suggests that two independent deletions (600 and 300 bp) occurred in ser. Villosae. A 600-bp deletion originated prior to the diversification of the series and a subsequent 300-bp deletion occurred in the clade leading to the group of species including S. yunnanensisS. tomentella. The two fragment patterns in ser. Villosae (plastome group IV) were particularly useful for identifying the maternal parentage of hybrids, which has often been difficult for lilac breeders.


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Table 3. Length variation of three regions in the Syringa plastome. Taxon number and plastome group are given in Table 1 and Fig. 2, respectively.

 


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Fig. 4. Length variation in the 5' region of accD gene from 33 representative Syringa taxa. BamH I digested DNAs were hybridized with P-labeled tobacco probe 19 (Olmstead and Palmer, 1992). Location and size of length variants are given in the restriction map at bottom. Numbers on right indicate the approximate fragment sizes in kilobases. Taxon names for each lane are: 1 = S. pubescens (plastome group III); 2 = S. meyeri (III); 3 = S. patula (III); 4 = S. pekinensis (I); 5 = S. pekinensis var. pendula (I); 6 = S. reticulata (I); 7 = S. reticulata var. manshurica (I); 8 = S. vulgaris (II); 9 = S. oblata (II); 10 = S. oblata var. dilatata (II); 11 = S. diversifolia (II); 12 = S. laciniata (II); 13 = S. pinnatifolia (II); 14 = S. emodii (IV); 15 = S. emodii (IV); 16 = S. josikaea (IV); 17. S . x josiflexa (IV); 18 = S. reflexa (IV); 19 = S. sweginzowii (IV); 20 = S. tigerstedtii (IV); 21 = S. tomentella (IV); 22 = S. villosa (IV); 23 = S. wolfii (IV); 24 = S. yunnanensis (IV); 25 = S . x henryi x villosa (IV); 26 = S . x henryi (IV); 27 = S . x nanceana (IV); 28 = S . x prestoniae `Isabella' (IV); 29 = S . x prestoniae `Olivia' (IV); 30 = S . x swegiflexa (IV); 31 = S . x swegiflexa (IV); 32 = S. emodii x sweginzowii (IV); and 33 = S . x sweginbretta (IV).

 
A second indel region (Table 3) mapped to the noncoding region between trnN and ndhF, which is located near the junction of the small single-copy and inverted repeat regions. Eleven fragment patterns were observed with BanII and EcoRI, and these can be grouped into the four plastome groups (I–IV). Three indels of 200 bp were detected among the eight accessions of plastome group I. Two and five indels were identified from groups III and IV, respectively. The taxonomic distribution of indels in this region correlated well with the accD region and provided further subdivision of plastome groups I, III, and IV (Fig. 2).

The third indel region was between the atpH and atpI genes in the large single-copy region. Eight fragment patterns were observed that can be grouped into the four plastome groups. Plastome group I had three indels in this region that differed by 200 bp. Groups II and III showed group-specific length variants and group IV revealed three distinct patterns of indels (Table 3).

The combination of three variants from three plastome regions identified a total of 12 indels (Table 3) that correlated with the groups in phylogenetic trees generated from cpDNA restriction site data (see arrowheads in Fig. 2). Three indels in group I are taxon specific. No length variation was detected in plastome group II. Length variants defined two and six groups of species in groups III and IV, respectively (Fig. 2).

Ribosomal DNA variation
Only ten of the 22 enzymes (AseI, BamHI, BclI, BstNI, DraI, EcoRI, EcoRV, NciI, SspI, and XbaI) had interpretable fragment patterns. The length of the rDNA repeat in Syringa ranged from 9.4 to 10.0 kb. Our survey included 20 accessions of putative hybrids, including two interseries hybrids. Additive patterns of nuclear rDNA were observed for several hybrids. However, one interseries hybrid (S. laciniata x S. reticulata) and four putative hybrids within series Villosae did not exhibit additivity of rDNA fragments (Table 4). Three different rDNA inheritance patterns were observed among the ten putative hybrids examined in ser. Villosae (Fig. 5). Two accessions (S. emodii x sweginzowii and S. x sweginbretta) showed unique rDNA types compared to their parents. Observed patterns of cpDNA and rDNA are summarized in Table 4.


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Table 4. Observed inheritance patterns of nuclear rDNA and cpDNA inheritance patterns in 20 putative hybrid accessions of Syringa. Asterisks indicate that both putative parents have the same rDNA or cpDNA types. Taxon number is indicated in parentheses in Table 1.

 


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Fig. 5. Nuclear rDNA fragment patterns of Syringa series Villosae and two other species. Ase I, Ssp I, and Nci I digested DNAs were hybridized with a P-labeled Helianthus rDNA probe. Numbers on right indicate the approximate fragment size in kilobases. Taxon names for each lane are: 1 = S. pinnatifolia ; 2 = S. emodii ; 3 = S. emodii ; 4 = S. josikaea ; 5 = S . x josiflexa ; 6 = S. reflexa ; 7 = S. sweginzowii ; 8 = S. tigerstedtii ; 9 = S. tomentella ; 10 = S. villosa ; 11 = S. wolfii ; 12 = S. yunnanensis ; 13 = S . x henryi x villosa ; 14 = S . x henryi ; 15 = S . x nanceana ; 16 = S . x prestoniae `Isabella'; 17 = S . x prestoniae `Olivia'; 18 = S . x swegiflexa ; 19 = S . x swegiflexa ; 20 = S. emodii x sweginzowii ; and 21 = S . x sweginbretta ; and 22 = S. pinetorum .

 
Chloroplast DNA sequence divergence
Sequence divergence among the 22 species of Syringa ranged from 0.007 to 1.962% with an average value of 1.118 ± 0.565% (summarized in Table 5). Divergence values within the same plastome group ranged from only 0.007 to 0.703% (average 0.343 ± 0.202%). In contrast, sequence divergence among the four major plastome groups ranged from 1.096 to 1.962% (average 1.438 ± 0.285%).


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Table 5. Range and average sequence divergences (upper right) and the crossabilities (lower left) among four major plastome groups in Syringa .

 

    DISCUSSION
 TOP
 ABSTRACT
 INTRODUCTION
 MATERIALS AND METHODS
 RESULTS
 DISCUSSION
 REFERENCES
 
Phylogenetic relationships within Syringa
The first dichotomy in the Syringa cpDNA tree corresponds to the two subgenera, Ligustrina and Syringa. Subgenus Ligustrina (group I) forms a strongly supported basal clade. Monophyly of subg. Syringa (including groups II, III, and IV) is also strongly supported (Fig. 2). The groups in the cpDNA tree are concordant with traditional classifications of the genus (Lingelsheim, 1920; Rehder, 1945). Subgenus Ligustrina is characterized by long exserted anthers, short corolla tubes, white flowers, and a tree-like habit. The floral features are common in the sister genus Ligustrum, suggesting that they are symplesiomorphic. In contrast, all members of subg. Syringa except S. emodii have short stamens with subsessile anthers, long corolla tubes, usually pinkish corollas, and a shrubby habit (Rehder, 1928).

Morphological species boundaries are controversial within subg. Ligustrina. Green and Chang (1995) recognized a single species (S. reticulata) with three subspecies. All three subspecies have been previously treated as species or varieties (Lingelsheim, 1920; McKelvey, 1928; Rehder, 1977). The taxa have a disjunct distribution in three regions of northeast Asia, northern Japan (subsp. amurensis), Korea and Manchuria (subsp. reticulata), and northern China (subsp. pekinensis). In the cpDNA tree, 46 and 36 characters support the monophyly of S. pekinensis and S. reticulata, respectively (Fig. 2). In addition, two varieties of S. reticulata (var. reticulata and var. manshurica) are also distinguished by 23 restriction site changes. It is notable that there are no successful hybrids between S. reticulata and S. pekinensis even though this cross has often been attempted (Pringle, 1981). The large number of restriction site differences among the three subspecies (sensu Green and Chang, 1995), especially in comparison with Syringa species in other branches of the cpDNA tree, supports their recognition as distinct species.

Subgenus Syringa is divided into four series, Pinnatifoliae, Syringa (= Vulgares), Pubescentes, and Villosae (Rehder, 1945). Series Pinnatifoliae has been separated from ser. Syringa because of its distinctive pinnately compound leaves (Rehder, 1945), although there is considerable genetic compatibility between these two series (Sax, 1945; Pringle, 1981). Only a single species, S. pinnatifolia, is included in the ser. Pinnatifoliae. Our cpDNA data indicate that this species is sister to ser. Syringa, and together they form a monophyletic group (plastome group II) supported by 35 characters and 100% bootstrap value (Fig. 2). The monophyly of ser. Syringa is supported by a 53% bootstrap value and S. pinnatifolia is nested within ser. Syringa in many of the bootstrap replicates. In addition, successful hybridization between the two series indicates a high degree of genetic compatibility (Sax, 1945; Pringle, 1981). Thus, the cpDNA data support the merger of the ser. Pinnatifoliae and Syringa.

Two strongly supported clades comprise ser. Syringa (Fig. 2). One clade includes the laciniate-leaved species and their hybrids, including S. laciniata (S. protolaciniata sensu Green, 1989) and S. x chinensis. The laciniate-leaved lilacs have been assigned various names, such as S. laciniata, S. afghanica, and S. persica var. laciniata (Lingelsheim, 1920; McKelvey, 1928; Sax, 1945). Green (1989) identified fertile and sterile lineages of laciniate-leaved lilacs and applied a new name, S. protolaciniata, for the former and S. x laciniata for the latter. He also suggested that S. x laciniata was probably derived from a hybrid between S. protolaciniata and S. vulgaris. Several studies also indicated that the two entire-leaved hybrids, S. x chinensis and S. x persica, are derived from a cross between S. laciniata (S. protolaciniata sensu Green, 1989) and S. vulgaris (McKelvey, 1928; Sax, 1945; Lemoine, 1990; Marsolais, Pringle, and White, 1993). However, it is still unclear how many distinct variants of S. laciniata sensu lato (s.l.) exist in both natural habitats and cultivation, and how various leaf forms of S. chinensis, S. persica, and S. x laciniata are derived from the same or similar parental species. The second clade in ser. Syringa includes the two most widely cultivated species of lilacs, S. vulgaris and S. oblata. Several hybrids between these two species form a monophyletic group either with S. vulgaris or S. oblata, indicating strong genetic compatibility in both directions.

Series Pubescentes (plastome group III) is the most strongly supported clade with 85 characters and a bootstrap value of 100% (Figs. 2, 3). The cpDNA tree identifies three well-supported monophyletic groups in this plastome group: S. pubescens; S. julianaeS. microphylla; and S. potaniniiS. patula. The first group includes a single species, S. pubescens, and is sister to the other two groups. In the second group, S. julianae is sister to the S. meyerimicrophylla complex. The third species group includes S. potaninii and S. patula and has virtually no cpDNA variation. Taxonomic circumscriptions in ser. Pubescentes have been controversial since McKelvey's (1928) recognition of ten species (Rehder, 1928; Chang et al., 1992; Green and Chang, 1995). Green and Chang (1995) recently developed a broad definition of S. pubescens, which included S. patula, S. microphylla, S. julianae, and S. potaninii. These same workers recognized S. mairei, S. pinetorum, S. wardii, and S. meyeri as distinct species. Several differences are apparent between the cpDNA tree (Fig. 2) and Green and Chang's (1995) taxonomic treatment. For example, the merger of S. microphylla with S. pubescens and the recognition of S. meyeri as a distinct species are not congruent with the cpDNA tree. These incongruences cannot be resolved without further study.

Series Villosae of subg. Syringa consists of 7–10 species. Our cpDNA study sampled 26 accessions of the series, including all ten native species and ten interspecific hybrids. Monophyly of the series is supported by 49 characters and a 100% bootstrap value (Fig. 2). The cpDNA tree identifies three well-supported monophyletic groups within the series. The first only includes S. emodii, which is the sister species to the two other groups. The second group includes three wild species, S. villosa, S. wolfii, and S. josikaea, and several interspecific hybrids. The two varieties of S. wolfii form a paraphyletic group. The third group includes six species with the following relationships: (S. yunnanensis (S. komarowii, S. reflexa)(S. sweginzowii (S. tomentella, S. tigerstedtii))). However, support for some of the nodes is weak. The monophyly of S. komarowii and S. reflexa is strongly supported, which is consistent with the recent merger of these two species (Green and Chang, 1995).

Evolution of morphological and chemical characters
Most species of Syringa are defined by quantitative characters, such as shape and size of leaves, flowers, and fruits. Only seven discrete morphological characters have been used in classifications of the genus. Thus, our discussion of character evolution will focus only on these seven morphological characters and one class of chemical compounds. Overall, four of the eight characters exhibit homoplasy when mapped onto the cpDNA tree (Fig. 3).

Both trees and shrubs occur in Syringa. Members of subg. Syringa have a shrubby habit both in cultivation and in their native habitat. In contrast, species in subg. Ligustrina are trees. For example, individuals of S. reticulata with unbranched stems >20 m are observed frequently in temperate deciduous forests of Korea and northern China (K.-J. Kim, personal observation). However, trees are uncommon in cultivation. The cpDNA phylogeny suggests that the tree habit is a synapomorphy of subg. Ligustrina (character A in Fig. 3).

Variation in length of the corolla tube and filament has produced two distinct floral forms in Syringa. The first type, which has exserted anthers and short corolla tubes, occurs only in subg. Ligustrina and the sister genus Ligustrum. In contrast, all members of subg. Syringa, except S. emodii, have long corolla tubes with short filaments with subsessile anthers. In S. emodii, the corolla tube is still relatively long, but the anthers are slightly exserted. The cpDNA tree suggests that the long corolla tube and inserted anthers in subg. Syringa are derived and that the transition occurred prior to the diversification of the subgenus (characters B and C in Fig. 3). Subsequently, there was a reversal in the anther character without modification of the corolla tube in S. emodii.

Only S. pinnatifolia has pinnately compound leaves and one or two species have laciniate leaves (Green, 1989). According to the cpDNA tree the compound leaf of S. pinnatifolia is derived from an ancestor with simple leaves before the diversification of plastome group II. A subsequent reversal led to the simple-leaved condition in ser. Syringa through the intermediate laciniate-leaved condition (character D in Fig. 3). A second equally parsimonious interpretation from the cpDNA tree is that the compound leaves in S. pinnatifolia and laciniate leaves in S. laciniata are derived independently from simple leaved ancestors.

Trichomes are rare on leaf surfaces of lilacs except in ser. Pubescentes. The cpDNA tree suggests that this feature is an apomorphic condition that characterizes this group (character E in Fig. 3).

Inflorescences of many lilac species develop from two lateral buds rather than a terminal bud. As a result, the panicles appear as a Y-shaped cluster of flowers at the tips of branches. All species of Syringa except ser. Villosae share the same developmental pattern, although the patterns are less obvious during the late flowering stages because the growing terminal bud may change into a vegetative branch. The panicles of ser. Villosae usually develop from a single terminal bud, which also generates several basal leaves. Two lateral buds usually develop into vegetative branches in ser. Villosae. This type of developmental pattern occurs in nine of the ten species of ser. Villosae. A modification of this pattern occurs in S. sweginzowii, where both terminal and lateral buds develop into inflorescences. The cpDNA tree suggests that a terminal inflorescence present in plastome group IV is a derived condition (Figs. 2, 3). Thus, the presence of two lateral inflorescences in S. sweginzowii of ser. Villosae represents a reversal (character F in Fig. 3).

Most species of Syringa have erect or semi-erect panicles. Two members of ser. Villosae, S. reflexa and S. komarowii, have distinctive pendulous panicles. The cpDNA tree suggests that the pendulous panicle is derived from an erect panicle (character G in Fig. 3).

Flavonol glycosides are widespread in Syringa, whereas flavone glycosides are more narrowly restricted (Harborne and Green, 1980). The distribution of these chemical data on the cpDNA tree indicates that flavone glycosides are restricted to ser. Ligustrina, Pinnatifoliae, and Syringa and were lost prior to the diversification of ser. Pubescentes and Villosae (character H in Fig. 3). In addition, a parallel loss of flavone glycosides occurred in the branch leading to S. vulgaris.

Biogeography
Syringa is restricted to temperate regions of southeastern Europe and Asia (Fig. 1). Only two species, S. vulgaris and S. josikaea, are distributed in southeastern Europe and are disjunct from the majority of their northeast Asian counterparts. The two European species are positioned in distant lineages in the cpDNA tree (Figs. 2, 3). Syringa vulgaris forms a well-supported monophyletic group with S. oblata of northern China and Korea, whereas S. josikaea is positioned between two varieties of S. wolfii from the Korean peninsula. These disparate placements are not surprising because the European species have always been classified into different series (Rehder, 1928, 1945) and they show strong genetic incompatibility (Pringle, 1981). Constraining the monophyly of the European species in the cpDNA tree requires 162 more steps than the most parsimonious tree. Therefore, the cpDNA data strongly support independent origins of the two European species.

The disjunct distribution of the European species from their sister species in northeastern Asia may have originated by independent long-distance dispersal events. Alternatively, the ancestors of the two European taxa may have been widely distributed from northeastern Asia to eastern Europe and subsequent extinction in central Asia generated the current disjunct distribution. The second hypothesis is supported by fossil species (leaf impressions) of Syringa from the Tertiary to the middle Pleistocene of the Quaternary in Hungary (Andreanszky, 1968; Skoflek, 1968). The fossils include S. palaeojosikaea, which resembles the extant species S. josikaea. If we use the average cpDNA sequence divergence rate of 0.1% per million years following Parks and Wendel (1990) and a sequence divergence of 1.204%, the two European species would have diverged from each other ~12 million years ago. This corresponds to the early Pliocene of the Tertiary. The estimated divergence time corresponds well with the fossil leaf remains reported from Tertiary in Hungary (Andreanszky, 1968). If this estimate is accurate, the current disjunct distribution of closely related species in southeastern Europe and northeastern Asia probably reflects the glacial contraction and interglacial expansion of the distribution ranges. A similar disjunct distribution pattern in northeastern Asia and southeastern Europe has been identified in related species pairs of Forsythia, also in the Oleaceae (K.-J. Kim, unpublished data). In addition, the current distributions of the two European Syringa species do not overlap. Syringa vulgaris is distributed widely in southern parts of eastern Europe from north-central Romania to central Albania and northeastern Greece, whereas S. josikaea is restricted to the mountains of Transylvania and the Ukrainian Carpathians (Green, 1972).

The geographic distributions of the most closely related Asian species also do not overlap. Three taxa in plastome group I have allopatric distributions in northern China, Korea, and Japan (Green and Chang, 1995). Most species in plastome group II are also allopatric and only the S. oblata and S. laciniata (S. protolaciniata sensu Green, 1989) species pair shows sympatry in Gansu and Ninxi provinces of China. However, artificial hybrids between these taxa are fully sterile (Pringle, 1981) and there are no reported natural hybrids.

Members of plastome group III are concentrated primarily in northern China. Syringa microphylla and S. pubescens are distributed in largely overlapping areas of northern China, whereas the other species (S. patula, S. potaninii, S. meyeri, S. wardii, etc.) have allopatric distributions. Therefore, natural hybridization is possible only between two of the species. However, there are no reported natural or artificial hybrids between S. microphylla and S. pubescens.

The ten species of group IV are concentrated primarily in southern China, although some species occur northward to the Korean peninsula and westward to Afghanistan. The distributions of the species of ser. Villosae do not overlap, even in the Yunan and Sichuan provinces of China where six species occur in different habitats. Thus, geographical isolation is the primary mechanism keeping these fully genetically compatible species apart.

Identification of hybrids in Syringa and the use of DNA data as an indicator for future breeding experiments
Several hundred lilac cultivars have been generated by extensive hybridization, cultivation of chance hybrid seedlings in nurseries, and artificial selection. It was not our intention to verify all hybrids in cultivation, but we included several putative hybrids in the study. Although the origin of these is controversial among lilac breeders, many are cultivated widely in gardens and are utilized in crossing experiments. Some of the uncertainty regarding the origin of hybrids is due, at least in part, to the fact that the uniform chromosome numbers (N = 23) and small chromosome sizes (Sax, 1930, 1947; Taylor, 1945) has rendered these data essentially useless for identification of the parents.

Most hybrids of Syringa show an additive pattern of the nuclear rDNA types of their putative parents. Different rDNA types in hybrids can be easily maintained because of the predominance of vegetative propagation. Homogenization of rDNA units via gene conversion or unequal crossing over (Dover, 1982; Hillis et al., 1991) would not operate in the clonal lines of hybrids. Thus, rDNA data can provide conclusive evidence for the parentage of hybrids if parental lilac species have different rDNA types. This may not be the case in fully fertile hybrids because of concerted evolution (Dover, 1982; Hillis et al., 1991; Wendel, Schnabel, and Seelanan, 1995).

Comparison of data from biparentally inherited rDNA and maternally inherited cpDNA can allow identification of the specific maternal and paternal parents of hybrids. Length variants in cpDNA are particularly useful for identifying the maternal parent of hybrids if the parents have different size fragments. For example, the maternal genome donor of hybrids between two groups of ser. Villosae (S. emodii–villosawolfii–josikaea species group and S. yunnanensiskomarowiireflexasweginzowiitomentellatigerstedtii species group) can be identified using indels in the accD region (Fig. 4).

There has been considerable controversy regarding the correct identity of hybrids between subg. Ligustrum and Syringa or between different series (Sax, 1945; Pringle, 1981). One putative intersubgeneric hybrid, S. reticulata x S. laciniata, was included in our DNA studies. Syringa reticulata and S. laciniata show numerous cpDNA and nuclear rDNA restriction site differences. However, both cpDNA and rDNA fragment patterns (Table 4) of the putative hybrid were identical to S. reticulata var. manshurica. Thus, our data suggest that this putative hybrid is actually S. reticulata, which is consistent with previous suggestions that intersubgeneric hybrids do not exist in Syringa (Rehder, 1945; Pringle, 1981).

We also investigated an accession of S. x diversifolia (= S. pinnatifolia x S. oblata), which is widely recognized as a hybrid between ser. Pinnatifoliae and Syringa. The hybrid has 3–5 leaflets that are intermediate between the pinnately compound leaves of S. pinnatifolia and the simple leaves of S. oblata. Syringa x diversifolia is a vigorous F1 hybrid propagated by cuttings because of F1 sterility. The hybrid was produced at the Arnold Arboretum in 1929 (Anderson and Rehder, 1935) from crosses between S. pinnatifolia and S. oblata. The combined nuclear rDNA and cpDNA data indicate that S. oblata was the pollen donor and S. pinnatifolia was the maternal parent. Our cpDNA tree places the two series Pinnatifoliae and Syringa into a single plastome group, suggesting that these should probably be combined into one. Following this taxonomic merger of the series, S. x diversifolia would be more accurately described as an intraseries hybrid.

DNA data provide interesting insights into the origin of S. x chinensis. Nuclear rDNA patterns from S. x chinensis are additive with respect to S. laciniata and S. vulgaris, both in terms of length and restriction sites. However, cpDNA of S. x chinensis differ from both S. laciniata and S. vulgaris, although its cpDNA lineage was closer to S. laciniata than S. vulgaris (Fig. 2). In addition, the uniform cpDNA and rDNA patterns of four different accessions of S. x chinensis indicate that this cultivar is probably derived from similar parents by unidirectional hybridization. Our sampling includes only a portion of the genetic diversity in this complex. However, the results suggest that the currently available accessions of S. laciniata (S. protolaciniata sensu Green, 1989) were not parents of S. x chinensis.

Similar unidirectional hybridization was observed in S. x swegiflexa (= S. sweginzowii x S. reflexa), S. x prestonii (= S. reflexa x S. villosa), and the hybrid complex of S. x henryi (= S. josikaea x S. villosa). All three accessions of S. x swegiflexa have the maternal genome of S. reflexa rather than S. sweginzowii. Both accessions of S. x prestonii have the maternal genome of S. villosa rather than S. reflexa and two of three accessions of the S. x henryi complex have the S. villosa cpDNA pattern (Table 4). In contrast, S. x hyacinthiflora (= S. oblata x S. vulgaris) showed a bidirectional hybridization pattern. The two accessions of S. x hyacinthiflora had an additive nuclear rDNA pattern of S. oblata and S. vulgaris, whereas the cpDNA types matched either S. vulgaris or S. oblata.

In some instances, putative hybrids do not show combined rDNA patterns. One accession of the S. x henryi complex and S. x swegiflexa has the rDNA pattern of a single parent. The rDNA data suggest that the accessions may not be hybrids or that concerted evolution resulted in fixation of one parental type.

Clade support
Clade support indices are not always well correlated. For example, clade 20, which has no nonhomoplastic character support and a low decay index (2), has a relatively high bootstrap value (96%). Clade 9 has a relatively low bootstrap value (80%) and low decay index (3) but a high T-PTP value (<0.01). The monophyly of five clades (5, 9, 14, 18, and 21) is rejected at the 95% bootstrap level, however, the T-PTP test only rejects the monophyly of one (21) of these at a significance level of >0.05, which is the cut-off level suggested by Faith and Cranston (1991). The T-PTP test rejects the monophyly of only five clades at the highest level of confidence (0.01). Thus, the T-PTP test probably overestimates confidence of monophyletic groups compared to other clade support values. We do not know whether the comparisons in Syringa will apply to other groups. More extensive examination of clade support indices from different data sets will reveal general correlations among the numbers of supporting characters, bootstrap percentages, decay indices, and the T-PTP values.

Correlation between plastome groups and crossing groups
We categorized Syringa crossing data into four classes: no successful hybrids; F1 does not reach flowering stage; F1 is vigorous but sterile; and hybrids are fully fertile. There is a strong correlation between the four plastome groups and the four crossing groups (Fig. 2). Chloroplast DNA divergence among and within the four plastome groups is summarized in Table 4. These data indicate clearly that there are no reported hybrids between taxa with more than 0.7% cpDNA sequence divergence. Hybridization between different plastome groups is unconfirmed and also highly unlikely given that sequence divergences among the four plastome groups range from 1.096 to 1.962%. Restricted hybridization among series is also demonstrated with the absence of any confirmed interseries hybrids of lilacs except between ser. Pinnatifolia and Syringa, despite numerous crossing attempts by lilac breeders (Pringle, 1981). Our cpDNA tree (Fig. 2) indicates that ser. Pinnatifoliae and Syringa are in the same plastome group and sequence divergence between the two series ranges only from 0.466 to 0.606%.

Difficulties have been reported in intragroup crosses involving some species in plastome groups II and III (Pringle, 1981). These cases correspond to the second and third classes of crossing categories, and their cpDNA sequence divergence ranges between 0.4 and 0.7%. The fourth crossing class, fully fertile hybrids, is most commonly observed within plastome group IV, which shows the lowest cpDNA sequence divergence (below 0.500%). The boundary between fully fertile hybrids and F1 sterile hybrids overlaps slightly depending on the combination of species. Thus, it appears that in Syringa a cpDNA sequence divergence between 0.4 and 0.5% is the cut-off point for generating fully fertile hybrids. Similar levels of correlation between cpDNA sequence divergence and genomic incompatibility were also identified in Glycine (Singh and Hymowitz, 1985a, b; Doyle, Doyle, and Brown, 1990) and Gossypium (Wendel, 1989; Wendel and Albert, 1992).

Chloroplast DNA divergence may be used as a predictor of hybridization success in future lilac breeding experiments. Interplastome group or interseries hybridizations will probably be unsuccessful except between S. pinnatifolia and species of ser. Syringa. Within plastome groups II and III, the majority of hybrid combinations will result in sterile hybrids even if they are vigorous. Sterile hybrids may have horticultural value and may be propagated by vegetative reproduction. In contrast, most interspecific hybridizations within group IV (ser. Villosae) will result in fully fertile hybrids. However, some degree of sterility will probably be encountered in hybridizations involving S. emodii, S. wolfii, and S. josikaea.


    FOOTNOTES
 
1 The authors thank Jack Alexander and Robert Nicolson for help in the collection of living plant materials; John Huelsenbeck for assistance in data analysis; Bob Cook of the Arnold Arboretum for financial support; and John Bain, Harvey Ballard, Todd Barkman, John Clement, Carolyn Ferguson, Les Goertzen, and Doug Goldman for critical reading of the manuscript. This research was supported by a Putnam Fellowship from the Arnold Arboretum and grants from the Korea Research Foundation to KJK (DRF 01-D-0659) and National Science Foundation to RKJ (DEB-9318278).


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Table 1. Continued.

 
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